Sponsored

The Analysis of AVALON CAPITAL MANAGEMENT's Holdings & P&L

Currently, AVALON CAPITAL MANAGEMENT holds 121 types of securities in its portfolio with a total value $354.2M. In the most recent quarter, they have increased their positions in PDBC (+992.1K shares, valued at $17.2M), CVX (+49.8K shares, valued at $10.3M), DISV (+130.8K shares, valued at $5.2M); decreased their positions in GDX (-104.4K shares, valued at $9.6M), FXF (-81.6K shares, valued at $9.0M), XLU (-183.6K shares, valued at $8.4M); initiated new positions in PDBC (+992.1K shares, valued at $17.2M), PIT (+49.2K shares, valued at $3.6M), FDX (+8.7K shares, valued at $3.1M).

1M P&L

+10.9M+3.42%

3M P&L

+8.1M+2.52%

HY P&L

+38.3M+13.20%

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/A218.0M

66.5%

2Drug Manufacturers - General25.4M

7.7%

3Consumer Electronics14.8M

4.5%

Top Industries by Stock Count

1N/A68 stocks

54.8%

2Gold6 stocks

4.8%

3Credit Services3 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC136.3K shares-1.68%2026-03-312026-05-15

GDX VANECK ETF TRUST251.9K shares-29.29%2026-03-312026-05-15

ALPHABET INC ALPHABET INC63.6K shares-13.16%2026-03-312026-05-15

SMH VANECK ETF TRUST46.7K shares-6.64%2026-03-312026-05-15

PDBC INVESCO ACTVELY MNGD ETC FD992.1K sharesnew addition2026-03-312026-05-15

GLD SPDR GOLD TR37.5K shares-14.32%2026-03-312026-05-15

IEMG ISHARES INC172.7K shares54.06%2026-03-312026-05-15

CSCO CISCO SYS INC153.3K shares-4.65%2026-03-312026-05-15

Sponsored

AAPL APPLE INC46.2K shares-15.10%2026-03-312026-05-15

AMZN AMAZON COM INC52.3K shares-6.74%2026-03-312026-05-15

CVX CHEVRON CORPORATION51.2K shares3557.10%2026-03-312026-05-15

URA GLOBAL X FDS191.8K shares3.61%2026-03-312026-05-15

ILF ISHARES TR240.9K shares-26.07%2026-03-312026-05-15

VANECK FDS VANECK FDS163.6K shares-14.06%2026-03-312026-05-15

REMX VANECK ETF TRUST86.3K shares-7.09%2026-03-312026-05-15

LLY ELI LILLY & CO7.6K shares-46.70%2026-03-312026-05-15

Sponsored

DISV DIMENSIONAL ETF TRUST148.1K shares756.37%2026-03-312026-05-15

PWRD TCW ETF TRUST55.1K shares-23.18%2026-03-312026-05-15

MSFT MICROSOFT CORP13.9K shares-27.43%2026-03-312026-05-15

EEM ISHARES TR81.6K shares0.00%2026-03-312026-05-15

DIVO AMPLIFY ETF TR97.7K shares1.20%2026-03-312026-05-15

AMGN AMGEN INC12.4K shares-57.26%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR45.7K shares-13.42%2026-03-312026-05-15

MOAT VANECK ETF TRUST39.6K shares-18.23%2026-03-312026-05-15

Sponsored

RAAX VANECK ETF TRUST90.3K shares1.71%2026-03-312026-05-15

PIT VANECK ETF TRUST49.2K sharesnew addition2026-03-312026-05-15

SLV ISHARES SILVER TR51.0K shares-40.80%2026-03-312026-05-15

FDX FEDEX CORP8.7K sharesnew addition2026-03-312026-05-15

DTCR GLOBAL X FDS119.7K shares1.54%2026-03-312026-05-15

VTV VANGUARD INDEX FDS13.3K shares26.16%2026-03-312026-05-15

GPIX GOLDMAN SACHS ETF TR51.9K shares-5.10%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD12.7K shares-15.03%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORPORATION14.1K shares-3.81%2026-03-312026-05-15

EUAD SPINNAKER ETF SERIES56.9K shares-10.64%2026-03-312026-05-15

XME SPDR SERIES TRUST21.0K shares705.02%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.6K shares-17.54%2026-03-312026-05-15

GEV GE VERNOVA INC2.5K shares-14.22%2026-03-312026-05-15

AOK ISHARES TR51.4K sharesnew addition2026-03-312026-05-15

SCJ ISHARES INC20.6K shares-21.65%2026-03-312026-05-15

LCR MANAGED PORTFOLIO SERIES48.2K shares0.27%2026-03-312026-05-15

Sponsored

DGRW WISDOMTREE TR18.7K shares-10.61%2026-03-312026-05-15

EMB ISHARES TR15.3K shares0.03%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR2.4K shares-31.42%2026-03-312026-05-15

V VISA INC4.3K shares-30.13%2026-03-312026-05-15

CNQ CANADIAN NAT RES LTD MED TER26.5K shares24.88%2026-03-312026-05-15

GSST GOLDMAN SACHS ETF TR24.9K shares-76.14%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION1.3K shares0.00%2026-03-312026-05-15

QUAL ISHARES TR6.5K shares-24.20%2026-03-312026-05-15

Sponsored

ET ENERGY TRANSFER L P60.0K shares0.00%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC3.2K shares-2.47%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T1.7K shares-32.02%2026-03-312026-05-15

SIL GLOBAL X FDS11.2K shares-10.48%2026-03-312026-05-15

ORCL ORACLE CORP6.8K shares-14.20%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR31.1K shares0.00%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC7.7K shares-10.93%2026-03-312026-05-15

XAR SPDR SERIES TRUST3.7K shares0.00%2026-03-312026-05-15

Sponsored

KROP GLOBAL X FDS25.5K shares-48.07%2026-03-312026-05-15

ULTA ULTA BEAUTY INC1.7K shares0.00%2026-03-312026-05-15

SHV ISHARES TR7.4K shares-4.17%2026-03-312026-05-15

XOM EXXON MOBIL CORP4.4K shares3.55%2026-03-312026-05-15

HL HECLA MINING COMPANY38.2K shares-2.05%2026-03-312026-05-15

HODL VANECK BITCOIN ETF36.7K shares-79.93%2026-03-312026-05-15

HEI HEICO CORP NEW2.5K shares-55.51%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR4.1K shares0.00%2026-03-312026-05-15

Sponsored

MPLX MPLX LP11.6K shares0.00%2026-03-312026-05-15

SLVP ISHARES INC18.6K shares-53.79%2026-03-312026-05-15

NFLX NETFLIX INC.6.3K shares0.00%2026-03-312026-05-15

GBIL GOLDMAN SACHS ETF TR6.0K shares-74.15%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR4.3K shares0.00%2026-03-312026-05-15

VBIL VANGUARD INSTL INDEX FD7.5K shares-29.24%2026-03-312026-05-15

META META PLATFORMS INC978 shares-6.68%2026-03-312026-05-15

EWW ISHARES INC6.9K shares-3.46%2026-03-312026-05-15

Sponsored

KMI KINDER MORGAN INC DEL15.0K shares0.00%2026-03-312026-05-15

WPM WHEATON PRECIOUS METALS CORP3.8K shares0.00%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC3.4K shares-35.39%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP5.1K shares-7.73%2026-03-312026-05-15

VDE VANGUARD WORLD FD2.7K shares-2.69%2026-03-312026-05-15

BMO BANK MONTREAL MEDIUM3.4K shares0.00%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS741 shares-2.63%2026-03-312026-05-15

DVA DAVITA INC2.8K sharesnew addition2026-03-312026-05-15

Sponsored

RGLD ROYAL GOLD INC1.7K shares0.00%2026-03-312026-05-15

VGT VANGUARD WORLD FD610 shares0.00%2026-03-312026-05-15

BP BP PLC8.7K sharesnew addition2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE1.4K shares-33.71%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP1.8K shares-3.60%2026-03-312026-05-15

PAAS PAN AMERN SILVER CORP7.0K shares0.00%2026-03-312026-05-15

VONV VANGUARD SCOTTSDALE FDS3.8K shares0.00%2026-03-312026-05-15

MCHI ISHARES TR6.3K shares-12.78%2026-03-312026-05-15

Sponsored

CNI CANADIAN NATL RY CO3.4K sharesnew addition2026-03-312026-05-15

FCX FREEPORT MCMORAN INC5.6K shares0.00%2026-03-312026-05-15

TDG TRANSDIGM GROUP INC280 shares-89.94%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I1.1K shares0.00%2026-03-312026-05-15

BROADCOM INC BROADCOM INC1.0K shares-3.15%2026-03-312026-05-15

TXN TEXAS INSTRS INC1.6K shares0.00%2026-03-312026-05-15

NEE NEXTERA ENERGY INC3.4K shares0.00%2026-03-312026-05-15

NJUL INNOVATOR ETFS TRUST4.3K shares0.00%2026-03-312026-05-15

Sponsored

DHR DANAHER CORP DEL1.6K shares-4.00%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS2.0K shares0.60%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND611 shares0.00%2026-03-312026-05-15

OXY OCCIDENTAL PETE CORP4.2K sharesnew addition2026-03-312026-05-15

SPGI S&P GLOBAL INC633 shares-10.09%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON1.1K shares-65.04%2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC1.3K shares4.34%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR5.1K shares0.00%2026-03-312026-05-15

Sponsored

JPM JPMORGAN CHASE & CO845 shares-46.75%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F4.6K shares1.80%2026-03-312026-05-15

NRP NATURAL RESOURCE PARTNERS LP2.0K shares0.00%2026-03-312026-05-15

BWXT BWX TECHNOLOGIES INC1.2K sharesnew addition2026-03-312026-05-15

FXF INVESCO CURRENCYSHARES SWISS2.2K shares-97.42%2026-03-312026-05-15

NLR VANECK ETF TRUST1.7K shares0.00%2026-03-312026-05-15

IGE ISHARES TR3.5K sharesnew addition2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC608 sharesnew addition2026-03-312026-05-15

Sponsored

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC927 shares0.32%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS1.0K shares0.00%2026-03-312026-05-15

MA MASTERCARD INCORPORATED429 shares-25.91%2026-03-312026-05-15

TKO TKO GROUP HOLDINGS INC1.1K shares-4.96%2026-03-312026-05-15

ASHR DBX ETF TR6.5K shares0.00%2026-03-312026-05-15

AGI ALAMOS GOLD INC4.7K shares-11.24%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR1.9K shares0.00%2026-03-312026-05-15

PG PROCTER & GAMBLE CO1.4K shares0.00%2026-03-312026-05-15

Sponsored

XLU SELECT SECTOR SPDR TR4.4K shares-97.65%2026-03-312026-05-15

ALPHABET INC

-1.68%

Shares136.3K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

-29.29%

Shares251.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-13.16%

Shares63.6K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

-6.64%

Shares46.7K

Event2026-03-31

Filed2026-05-15

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares992.1K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-14.32%

Shares37.5K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

54.06%

Shares172.7K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-4.65%

Shares153.3K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-15.10%

Shares46.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-6.74%

Shares52.3K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

3557.10%

Shares51.2K

Event2026-03-31

Filed2026-05-15

URA

GLOBAL X FDS

3.61%

Shares191.8K

Event2026-03-31

Filed2026-05-15

ILF

ISHARES TR

-26.07%

Shares240.9K

Event2026-03-31

Filed2026-05-15

VANECK FDS

-14.06%

Shares163.6K

Event2026-03-31

Filed2026-05-15

REMX

VANECK ETF TRUST

-7.09%

Shares86.3K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-46.70%

Shares7.6K

Event2026-03-31

Filed2026-05-15

DISV

DIMENSIONAL ETF TRUST

756.37%

Shares148.1K

Event2026-03-31

Filed2026-05-15

PWRD

TCW ETF TRUST

-23.18%

Shares55.1K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-27.43%

Shares13.9K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

0.00%

Shares81.6K

Event2026-03-31

Filed2026-05-15

DIVO

AMPLIFY ETF TR

1.20%

Shares97.7K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-57.26%

Shares12.4K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

-13.42%

Shares45.7K

Event2026-03-31

Filed2026-05-15

MOAT

VANECK ETF TRUST

-18.23%

Shares39.6K

Event2026-03-31

Filed2026-05-15

RAAX

VANECK ETF TRUST

1.71%

Shares90.3K

Event2026-03-31

Filed2026-05-15

PIT

VANECK ETF TRUST

New

Shares49.2K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

-40.80%

Shares51.0K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

New

Shares8.7K

Event2026-03-31

Filed2026-05-15

DTCR

GLOBAL X FDS

1.54%

Shares119.7K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

26.16%

Shares13.3K

Event2026-03-31

Filed2026-05-15

GPIX

GOLDMAN SACHS ETF TR

-5.10%

Shares51.9K

Event2026-03-31

Filed2026-05-15

AEM

AGNICO EAGLE MINES LTD

-15.03%

Shares12.7K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-3.81%

Shares14.1K

Event2026-03-31

Filed2026-05-15

EUAD

SPINNAKER ETF SERIES

-10.64%

Shares56.9K

Event2026-03-31

Filed2026-05-15

XME

SPDR SERIES TRUST

705.02%

Shares21.0K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-17.54%

Shares4.6K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

-14.22%

Shares2.5K

Event2026-03-31

Filed2026-05-15

AOK

ISHARES TR

New

Shares51.4K

Event2026-03-31

Filed2026-05-15

SCJ

ISHARES INC

-21.65%

Shares20.6K

Event2026-03-31

Filed2026-05-15

LCR

MANAGED PORTFOLIO SERIES

0.27%

Shares48.2K

Event2026-03-31

Filed2026-05-15

DGRW

WISDOMTREE TR

-10.61%

Shares18.7K

Event2026-03-31

Filed2026-05-15

EMB

ISHARES TR

0.03%

Shares15.3K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-31.42%

Shares2.4K

Event2026-03-31

Filed2026-05-15

VISA INC

-30.13%

Shares4.3K

Event2026-03-31

Filed2026-05-15

CNQ

CANADIAN NAT RES LTD MED TER

24.88%

Shares26.5K

Event2026-03-31

Filed2026-05-15

GSST

GOLDMAN SACHS ETF TR

-76.14%

Shares24.9K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

-24.20%

Shares6.5K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

0.00%

Shares60.0K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.47%

Shares3.2K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-32.02%

Shares1.7K

Event2026-03-31

Filed2026-05-15

SIL

GLOBAL X FDS

-10.48%

Shares11.2K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-14.20%

Shares6.8K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares31.1K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

-10.93%

Shares7.7K

Event2026-03-31

Filed2026-05-15

XAR

SPDR SERIES TRUST

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-15

KROP

GLOBAL X FDS

-48.07%

Shares25.5K

Event2026-03-31

Filed2026-05-15

ULTA

ULTA BEAUTY INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

-4.17%

Shares7.4K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

3.55%

Shares4.4K

Event2026-03-31

Filed2026-05-15

HECLA MINING COMPANY

-2.05%

Shares38.2K

Event2026-03-31

Filed2026-05-15

HODL

VANECK BITCOIN ETF

-79.93%

Shares36.7K

Event2026-03-31

Filed2026-05-15

HEI

HEICO CORP NEW

-55.51%

Shares2.5K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-15

MPLX

MPLX LP

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-15

SLVP

ISHARES INC

-53.79%

Shares18.6K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-15

GBIL

GOLDMAN SACHS ETF TR

-74.15%

Shares6.0K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

VBIL

VANGUARD INSTL INDEX FD

-29.24%

Shares7.5K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

-6.68%

Shares978

Event2026-03-31

Filed2026-05-15

EWW

ISHARES INC

-3.46%

Shares6.9K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-15

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

-35.39%

Shares3.4K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

-7.73%

Shares5.1K

Event2026-03-31

Filed2026-05-15

VDE

VANGUARD WORLD FD

-2.69%

Shares2.7K

Event2026-03-31

Filed2026-05-15

BMO

BANK MONTREAL MEDIUM

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-2.63%

Shares741

Event2026-03-31

Filed2026-05-15

DVA

DAVITA INC

New

Shares2.8K

Event2026-03-31

Filed2026-05-15

RGLD

ROYAL GOLD INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

0.00%

Shares610

Event2026-03-31

Filed2026-05-15

BP PLC

New

Shares8.7K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

-33.71%

Shares1.4K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-3.60%

Shares1.8K

Event2026-03-31

Filed2026-05-15

PAAS

PAN AMERN SILVER CORP

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-15

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-15

MCHI

ISHARES TR

-12.78%

Shares6.3K

Event2026-03-31

Filed2026-05-15

CNI

CANADIAN NATL RY CO

New

Shares3.4K

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-15

TDG

TRANSDIGM GROUP INC

-89.94%

Shares280

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-3.15%

Shares1.0K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

NJUL

INNOVATOR ETFS TRUST

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

-4.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

0.60%

Shares2.0K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares611

Event2026-03-31

Filed2026-05-15

OXY

OCCIDENTAL PETE CORP

New

Shares4.2K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

-10.09%

Shares633

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-65.04%

Shares1.1K

Event2026-03-31

Filed2026-05-15

DGX

QUEST DIAGNOSTICS INC

4.34%

Shares1.3K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-46.75%

Shares845

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

1.80%

Shares4.6K

Event2026-03-31

Filed2026-05-15

NRP

NATURAL RESOURCE PARTNERS LP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

BWXT

BWX TECHNOLOGIES INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

FXF

INVESCO CURRENCYSHARES SWISS

-97.42%

Shares2.2K

Event2026-03-31

Filed2026-05-15

NLR

VANECK ETF TRUST

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

IGE

ISHARES TR

New

Shares3.5K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

New

Shares608

Event2026-03-31

Filed2026-05-15

FERGUSON ENTERPRISES INC

0.32%

Shares927

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-25.91%

Shares429

Event2026-03-31

Filed2026-05-15

TKO

TKO GROUP HOLDINGS INC

-4.96%

Shares1.1K

Event2026-03-31

Filed2026-05-15

ASHR

DBX ETF TR

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-15

AGI

ALAMOS GOLD INC

-11.24%

Shares4.7K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

-97.65%

Shares4.4K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

NVDA Call CallNVIDIA CORPORATION500 sharesnew addition2026-03-312026-05-15

NVDA Call

NVIDIA CORPORATION

New

Shares500

Event2026-03-31

Filed2026-05-15

Put Option Holdings

No put option holdings data available