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The Analysis of Azimuth Capital Investment Management LLC's Holdings & P&L

Currently, Azimuth Capital Investment Management LLC holds 300 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in N/A (+21.0K shares, valued at $18.3M), GNRC (+82.9K shares, valued at $16.2M), ABNB (+116.3K shares, valued at $14.7M); decreased their positions in N/A (-64.2K shares, valued at $21.1M), BK (-152.3K shares, valued at $18.1M), WFC (-177.0K shares, valued at $14.1M); initiated new positions in GNRC (+82.9K shares, valued at $16.2M), RESN (+1.3M shares, valued at $13.5M), MMC (+51.8K shares, valued at $9.0M).

1M P&L

+61.6M+3.97%

3M P&L

+85.2M+5.58%

HY P&L

+160.9M+11.09%

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

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure150.7M

10.2%

2Banks - Diversified135.9M

9.2%

3Drug Manufacturers - General120.9M

8.2%

Top Industries by Stock Count

1N/A24 stocks

14.8%

2Semiconductors7 stocks

4.3%

3Specialty Industrial Machinery7 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc454.8K shares9.35%2026-03-312026-05-12

NVIDIA Corp NVIDIA Corp583.7K shares1.49%2026-03-312026-05-12

MSFT Microsoft Corp242.8K shares-5.07%2026-03-312026-05-12

Broadcom Inc Broadcom Inc251.8K shares0.68%2026-03-312026-05-12

Alphabet Inc Cl A Alphabet Inc Cl A249.0K shares-3.05%2026-03-312026-05-12

LLY Eli Lilly and Co66.6K shares4.32%2026-03-312026-05-12

PEP PepsiCo Inc275.1K shares36.20%2026-03-312026-05-12

MPWR Monolithic Power Systems Inc36.1K shares-0.38%2026-03-312026-05-12

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HSY Hershey Co179.9K shares22.63%2026-03-312026-05-12

Exxon Mobil Corp Exxon Mobil Corp211.2K shares-3.47%2026-03-312026-05-12

CVX Chevron Corp150.3K shares44.86%2026-03-312026-05-12

BAC Bank of America Corp598.5K shares-25.39%2026-03-312026-05-12

JPMorgan Chase & Co JPMorgan Chase & Co97.0K shares-2.14%2026-03-312026-05-12

WFC Wells Fargo & Co345.9K shares-33.85%2026-03-312026-05-12

SLB SLB Ltd531.9K shares83.26%2026-03-312026-05-12

AMD Advanced Micro Devices Inc132.3K shares1.11%2026-03-312026-05-12

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WMT Walmart Inc216.2K shares-6.40%2026-03-312026-05-12

WEC Energy Group Inc WEC Energy Group Inc225.6K shares-0.23%2026-03-312026-05-12

BK Bank of New York Mellon Corp218.6K shares-41.06%2026-03-312026-05-12

BA Boeing Co129.3K shares0.88%2026-03-312026-05-12

Visa Inc Cl A Visa Inc Cl A80.8K shares-31.05%2026-03-312026-05-12

Marvell Technology Inc Marvell Technology Inc232.7K shares20.50%2026-03-312026-05-12

Costco Wholesale Corp Costco Wholesale Corp22.8K shares-6.12%2026-03-312026-05-12

Meta Platforms Inc Meta Platforms Inc39.4K shares-0.13%2026-03-312026-05-12

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YUM Yum! Brands Inc144.0K shares72.54%2026-03-312026-05-12

AbbVie Inc AbbVie Inc101.9K shares-4.46%2026-03-312026-05-12

AMZN Amazon.com Inc105.7K shares-22.77%2026-03-312026-05-12

JNJ Johnson & Johnson88.1K shares-3.59%2026-03-312026-05-12

EUFN iShares MSCI Europe Financials597.7K shares0.99%2026-03-312026-05-12

Xcel Energy Inc Xcel Energy Inc261.4K shares-3.28%2026-03-312026-05-12

GIL Gildan Activewear Inc369.3K shares82.12%2026-03-312026-05-12

GE Vernova Inc GE Vernova Inc23.0K shares1057.06%2026-03-312026-05-12

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FAST Fastenal Co430.8K shares-1.31%2026-03-312026-05-12

EEM iShares MSCI Emerging Markets320.5K shares2.39%2026-03-312026-05-12

Mastercard Inc Cl A Mastercard Inc Cl A36.0K shares-0.35%2026-03-312026-05-12

Edwards Lifesciences Corp Edwards Lifesciences Corp223.4K shares94.02%2026-03-312026-05-12

Oracle Corp Oracle Corp119.3K shares0.61%2026-03-312026-05-12

SYK Stryker Corp53.4K shares-2.33%2026-03-312026-05-12

General Dynamics Corp General Dynamics Corp50.9K shares-0.19%2026-03-312026-05-12

IBM IBM70.8K shares-0.84%2026-03-312026-05-12

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IDEXX Laboratories Inc IDEXX Laboratories Inc30.2K shares-5.06%2026-03-312026-05-12

WESCO Int'l WESCO Int'l61.8K shares-13.85%2026-03-312026-05-12

TSM Taiwan Semiconductor Mfg Co Lt48.9K shares-15.95%2026-03-312026-05-12

APH Amphenol Corp Cl A130.5K shares-26.27%2026-03-312026-05-12

CASY Casey's General Stores Inc22.7K shares-34.47%2026-03-312026-05-12

Chubb Ltd Chubb Ltd50.4K shares-0.36%2026-03-312026-05-12

Johnson Controls Int'l Johnson Controls Int'l124.5K shares2.63%2026-03-312026-05-12

GNRC Generac Hldgs Inc82.9K sharesnew addition2026-03-312026-05-12

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Corteva Inc Corteva Inc191.9K shares-46.00%2026-03-312026-05-12

Neurocrine Biosciences Inc Neurocrine Biosciences Inc121.7K shares-0.47%2026-03-312026-05-12

Merck & Co Inc Merck & Co Inc132.5K shares-2.42%2026-03-312026-05-12

ABNB Airbnb Inc Cl A126.2K shares1174.71%2026-03-312026-05-12

ADSK Autodesk Inc66.0K shares-4.67%2026-03-312026-05-12

Citigroup Inc Citigroup Inc137.6K shares2.81%2026-03-312026-05-12

Corpay Inc Corpay Inc52.2K shares80.26%2026-03-312026-05-12

ROST Ross Stores Inc70.0K shares1.55%2026-03-312026-05-12

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ASML ASML Holding NV ADR11.4K shares14.89%2026-03-312026-05-12

CMI Cummins Inc27.2K shares5.65%2026-03-312026-05-12

RSG Republic Services Inc66.6K shares-10.91%2026-03-312026-05-12

Intuitive Surgical Inc Intuitive Surgical Inc30.7K shares-2.51%2026-03-312026-05-12

HD Home Depot Inc42.8K shares-1.96%2026-03-312026-05-12

Verizon Communications Inc Verizon Communications Inc278.9K shares39.41%2026-03-312026-05-12

Linde PLC Linde PLC27.9K shares-3.98%2026-03-312026-05-12

VTI Vanguard US Tot Mkt ETF42.1K shares0.81%2026-03-312026-05-12

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RESN Murata Manufacturing Co1.3M sharesnew addition2026-03-312026-05-12

GILD Gilead Sciences Inc96.5K shares1.98%2026-03-312026-05-12

PNC PNC Financial Services Group I63.9K shares3.04%2026-03-312026-05-12

STT State Street Corp102.2K shares3.34%2026-03-312026-05-12

HEI HEICO Corp46.4K shares-42.91%2026-03-312026-05-12

Duke Energy Corp Duke Energy Corp96.0K shares-17.41%2026-03-312026-05-12

TMUS T-Mobile US Inc58.3K shares-1.90%2026-03-312026-05-12

BlackRock Inc BlackRock Inc12.7K shares-0.28%2026-03-312026-05-12

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Intercontinental Exchange Inc Intercontinental Exchange Inc77.6K shares-3.96%2026-03-312026-05-12

RMD ResMed Inc54.3K shares-2.25%2026-03-312026-05-12

CRWD CrowdStrike Holdings Inc31.2K shares2.69%2026-03-312026-05-12

KO Coca-Cola Co156.0K shares-0.01%2026-03-312026-05-12

NOK Nokia Corp ADR1.5M shares-3.07%2026-03-312026-05-12

TMO Thermo Fisher Scientific Inc24.0K shares630.55%2026-03-312026-05-12

TXN Texas Instruments Inc59.9K shares2.78%2026-03-312026-05-12

AstraZeneca PLC AstraZeneca PLC58.5K shares-49.73%2026-03-312026-05-12

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Cisco Systems Inc Cisco Systems Inc147.3K shares-0.99%2026-03-312026-05-12

PFE Pfizer Inc401.8K shares5.48%2026-03-312026-05-12

iShares MSCI Japan ETF iShares MSCI Japan ETF130.7K shares4.46%2026-03-312026-05-12

SHW Sherwin-Williams Co34.4K shares0.66%2026-03-312026-05-12

MSCI Inc MSCI Inc20.4K shares-1.36%2026-03-312026-05-12

UNP Union Pacific Corp44.6K shares1.21%2026-03-312026-05-12

DSV A/S ADR DSV A/S ADR91.1K shares0.90%2026-03-312026-05-12

MDLZ Mondelez International Inc184.1K shares-0.80%2026-03-312026-05-12

Sponsored

BND Vanguard Total Bond Market ETF143.0K shares3.62%2026-03-312026-05-12

PANW Palo Alto Networks Inc65.6K shares-1.47%2026-03-312026-05-12

PG Procter & Gamble Co72.6K shares2.04%2026-03-312026-05-12

SBUX Starbucks Corp117.0K shares1.54%2026-03-312026-05-12

SO Southern Co107.2K shares1.40%2026-03-312026-05-12

WisdomTree Europe Hedged Equit WisdomTree Europe Hedged Equit197.2K shares2.56%2026-03-312026-05-12

LMT Lockheed Martin Corp16.8K shares46.16%2026-03-312026-05-12

Netflix Inc Netflix Inc105.6K shares-7.92%2026-03-312026-05-12

Sponsored

Uber Technologies Inc Uber Technologies Inc137.8K shares-2.64%2026-03-312026-05-12

DIS Walt Disney Co102.8K shares0.22%2026-03-312026-05-12

Terreno Realty Corp Terreno Realty Corp159.1K shares-8.01%2026-03-312026-05-12

CME Group Inc CME Group Inc30.7K shares3.24%2026-03-312026-05-12

ServiceNow Inc ServiceNow Inc86.8K shares-15.44%2026-03-312026-05-12

Medtronic PLC Medtronic PLC103.7K shares52.98%2026-03-312026-05-12

MMC Marsh & McLennan Companies Inc51.8K sharesnew addition2026-03-312026-05-12

Airbus SE ADR Airbus SE ADR193.4K shares-28.21%2026-03-312026-05-12

Sponsored

Anheuser-Busch Inbev ADR Anheuser-Busch Inbev ADR127.9K shares75.14%2026-03-312026-05-12

Principal Financial Group Inc Principal Financial Group Inc97.7K shares-29.16%2026-03-312026-05-12

Welltower Inc Welltower Inc43.6K shares1.76%2026-03-312026-05-12

EMR Emerson Electric Co65.4K shares-4.24%2026-03-312026-05-12

Nintendo Co Ltd ADR Nintendo Co Ltd ADR618.6K shares-3.34%2026-03-312026-05-12

Vertex Pharmaceuticals Inc Vertex Pharmaceuticals Inc18.7K shares-0.46%2026-03-312026-05-12

INTU Intuit Inc18.9K shares-15.43%2026-03-312026-05-12

RTX Corp RTX Corp41.4K shares-6.89%2026-03-312026-05-12

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VEEV Veeva Systems Inc45.4K shares-34.15%2026-03-312026-05-12

Axon Enterprise Inc Axon Enterprise Inc18.4K shares-28.79%2026-03-312026-05-12

CVS CVS Health Corp108.4K shares111.54%2026-03-312026-05-12

Viper Energy Inc Viper Energy Inc164.9K shares84.33%2026-03-312026-05-12

Spire Inc Spire Inc85.5K shares1.89%2026-03-312026-05-12

Iron Mountain Inc Iron Mountain Inc75.2K shares4.51%2026-03-312026-05-12

MCD McDonald's Corp23.6K shares-4.16%2026-03-312026-05-12

BMY Bristol-Myers Squibb Co120.2K shares2.03%2026-03-312026-05-12

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CAT Caterpillar Inc10.2K shares-0.44%2026-03-312026-05-12

Advanced Drain Sys Inc Advanced Drain Sys Inc51.3K sharesnew addition2026-03-312026-05-12

UnitedHealth Group Inc UnitedHealth Group Inc25.7K shares-0.87%2026-03-312026-05-12

WY Weyerhaeuser Co280.7K shares24.40%2026-03-312026-05-12

Agilent Technologies Inc Agilent Technologies Inc59.0K shares1.83%2026-03-312026-05-12

CLX Clorox Co64.2K shares56.70%2026-03-312026-05-12

ROK Rockwell Automation Inc18.1K shares-1.94%2026-03-312026-05-12

Berkshire Hathaway Inc Cl B Berkshire Hathaway Inc Cl B13.5K shares-1.24%2026-03-312026-05-12

Sponsored

AMGN Amgen Inc18.3K shares0.67%2026-03-312026-05-12

Barclays PLC ADR Barclays PLC ADR299.5K shares1.45%2026-03-312026-05-12

3M Co 3M Co43.4K shares-38.80%2026-03-312026-05-12

ABT Abbott Laboratories61.1K shares1.18%2026-03-312026-05-12

ADP Automatic Data Processing Inc30.8K shares1.43%2026-03-312026-05-12

Kinder Morgan Inc Kinder Morgan Inc186.0K shares2.23%2026-03-312026-05-12

Invesco S&P 500 Eq Wt ETF Invesco S&P 500 Eq Wt ETF31.8K shares5.24%2026-03-312026-05-12

Accenture Plc Cl A Accenture Plc Cl A30.4K shares-0.02%2026-03-312026-05-12

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IJT iShares S&P Smallcap 600 Growt40.5K shares-1.22%2026-03-312026-05-12

TJX TJX Companies Inc36.2K shares-2.29%2026-03-312026-05-12

VXUS Vanguard Total Intl Stk ETF72.2K shares1.30%2026-03-312026-05-12

SHEL Shell PLC ADR58.6K shares-4.85%2026-03-312026-05-12

DBS Group Holdings Ltd ADR DBS Group Holdings Ltd ADR30.4K shares-0.34%2026-03-312026-05-12

Lonza Group AG ADR Lonza Group AG ADR85.4K shares-36.87%2026-03-312026-05-12

ECL Ecolab Inc20.1K shares-0.84%2026-03-312026-05-12

Techtronic Industries Co Ltd A Techtronic Industries Co Ltd A80.4K shares-0.14%2026-03-312026-05-12

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AFL Aflac Inc46.6K shares0.54%2026-03-312026-05-12

CNI Canadian National Railway Co49.3K shares50.38%2026-03-312026-05-12

AT&T Inc AT&T Inc173.0K shares-1.24%2026-03-312026-05-12

MTU Aero Engines AG ADR MTU Aero Engines AG ADR27.7K shares-45.77%2026-03-312026-05-12

Wal-Mart de Mexico SAB de CV A Wal-Mart de Mexico SAB de CV A152.2K shares4.37%2026-03-312026-05-12

Dominion Energy Inc Dominion Energy Inc79.7K shares6.28%2026-03-312026-05-12

Alphabet Inc Cl C Alphabet Inc Cl C16.0K shares-0.71%2026-03-312026-05-12

MercadoLibre Inc MercadoLibre Inc2.6K shares4.78%2026-03-312026-05-12

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Experian PLC ADR Experian PLC ADR128.9K shares-29.36%2026-03-312026-05-12

Brookfield Asset Management Lt Brookfield Asset Management Lt95.6K shares2.87%2026-03-312026-05-12

EFA iShares MSCI EAFE ETF42.6K shares0.70%2026-03-312026-05-12

London Stock Exchange ADR London Stock Exchange ADR139.5K shares-1.56%2026-03-312026-05-12

HDFC Bank Ltd ADR HDFC Bank Ltd ADR162.7K shares-38.47%2026-03-312026-05-12

CL Colgate-Palmolive Co46.6K shares-0.18%2026-03-312026-05-12

BBY Best Buy Co Inc61.2K shares-34.26%2026-03-312026-05-12

IJS iShares S&P Smallcap 600 Value32.8K shares-5.45%2026-03-312026-05-12

Sponsored

Vanguard S&P 500 ETF Vanguard S&P 500 ETF6.4K shares-2.47%2026-03-312026-05-12

O Realty Income Corp61.6K shares6.39%2026-03-312026-05-12

APD Air Products & Chemicals Inc12.7K shares0.24%2026-03-312026-05-12

Nestle SA ADR Nestle SA ADR37.8K shares0.42%2026-03-312026-05-12

Atlassian Corp Atlassian Corp50.9K shares-12.93%2026-03-312026-05-12

Public Storage REIT Public Storage REIT12.5K shares6.02%2026-03-312026-05-12

IWD iShares Russell 1000 Value ETF15.6K shares-1.76%2026-03-312026-05-12

Target Corp Target Corp26.3K shares0.87%2026-03-312026-05-12

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NDSN Nordson Corp11.9K shares0.04%2026-03-312026-05-12

IWF iShares Russell 1000 Growth ET7.1K shares0.65%2026-03-312026-05-12

AXP American Express Co10.0K shares3.35%2026-03-312026-05-12

BP BP PLC ADR62.4K shares0.45%2026-03-312026-05-12

AMAT Applied Materials Inc7.7K shares-7.31%2026-03-312026-05-12

INTC Intel Corp59.2K shares-16.27%2026-03-312026-05-12

HON Honeywell International Inc11.5K shares-2.30%2026-03-312026-05-12

iShares Gold Trust iShares Gold Trust28.6K shares4.09%2026-03-312026-05-12

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PNW Pinnacle West Capital Corp24.3K shares-0.92%2026-03-312026-05-12

NextEra Energy Inc NextEra Energy Inc25.2K shares-0.20%2026-03-312026-05-12

Travelers Companies Inc Travelers Companies Inc7.4K shares-12.31%2026-03-312026-05-12

GNTX Gentex Corp98.3K shares-0.07%2026-03-312026-05-12

IJH iShares S&P MidCap 40031.1K shares-0.04%2026-03-312026-05-12

GE Aerospace GE Aerospace7.1K shares-1.40%2026-03-312026-05-12

DE Deere & Co3.5K shares-1.94%2026-03-312026-05-12

Cardinal Health Inc Cardinal Health Inc8.6K shares-8.24%2026-03-312026-05-12

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ConocoPhillips ConocoPhillips12.8K shares-3.03%2026-03-312026-05-12

F Ford Motor Co145.9K shares0.00%2026-03-312026-05-12

IJR iShares S&P Smallcap 60013.0K shares10.60%2026-03-312026-05-12

KMB Kimberly-Clark Corp16.3K shares-4.44%2026-03-312026-05-12

FITB Fifth Third Bancorp32.3K sharesnew addition2026-03-312026-05-12

MSI Motorola Solutions Inc3.4K shares0.00%2026-03-312026-05-12

SPDR Gold Shares SPDR Gold Shares3.4K shares11.74%2026-03-312026-05-12

Palantir Technologies Inc Cl A Palantir Technologies Inc Cl A9.0K shares0.28%2026-03-312026-05-12

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IVE iShares S&P 500 Value ETF6.2K shares17.06%2026-03-312026-05-12

IWM iShares Russell 2000 ETF4.9K shares3.01%2026-03-312026-05-12

Goldman Sachs Group Inc Goldman Sachs Group Inc1.4K shares-4.51%2026-03-312026-05-12

DTE DTE Energy Co8.2K shares0.00%2026-03-312026-05-12

FedEx Corp FedEx Corp3.1K shares12.59%2026-03-312026-05-12

IVW iShares S&P 500 Growth ETF9.7K shares3.54%2026-03-312026-05-12

GLW Corning Inc8.0K shares-1.85%2026-03-312026-05-12

QCOM QUALCOMM Inc8.2K shares-15.34%2026-03-312026-05-12

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SYY Sysco Corp14.7K shares9.29%2026-03-312026-05-12

PAYX Paychex Inc11.3K shares-71.87%2026-03-312026-05-12

GVI iShares Intermediate Gov/Credi9.7K shares-4.15%2026-03-312026-05-12

LOW Lowe's Companies Inc4.4K shares0.00%2026-03-312026-05-12

GWW W.W. Grainger Inc875 shares-3.31%2026-03-312026-05-12

Eaton Corp PLC Eaton Corp PLC2.6K shares-0.50%2026-03-312026-05-12

ITW Illinois Tool Works Inc3.5K shares-5.97%2026-03-312026-05-12

NEM Newmont Corp8.0K shares0.00%2026-03-312026-05-12

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ALL Allstate Corp4.1K shares0.00%2026-03-312026-05-12

NEOG Neogen Corp90.2K shares17.52%2026-03-312026-05-12

GMED Globus Medical Inc9.6K shares-0.31%2026-03-312026-05-12

ADI Analog Devices Inc2.5K shares-10.54%2026-03-312026-05-12

ZTS Zoetis Inc6.8K shares-87.33%2026-03-312026-05-12

Marathon Petroleum Corp Marathon Petroleum Corp3.2K shares-3.06%2026-03-312026-05-12

PGR Progressive Corp3.8K shares-8.81%2026-03-312026-05-12

Valero Energy Corp Valero Energy Corp3.0K shares0.00%2026-03-312026-05-12

Sponsored

Blackstone Inc Blackstone Inc6.4K shares-20.00%2026-03-312026-05-12

BRK.A Berkshire Hathaway Inc Cl A1 shares-50.00%2026-03-312026-05-12

IWB iShares Russell 1000 ETF2.0K shares-17.84%2026-03-312026-05-12

Altria Group Inc Altria Group Inc10.8K shares6.40%2026-03-312026-05-12

State Street SPDR S&P 500 ETF State Street SPDR S&P 500 ETF1.1K shares9.67%2026-03-312026-05-12

RPM RPM International Inc7.0K shares4.10%2026-03-312026-05-12

CINF Cincinnati Financial Corp4.2K shares-0.59%2026-03-312026-05-12

PH Parker-Hannifin Corp735 shares-2.65%2026-03-312026-05-12

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DT Midstream Inc DT Midstream Inc4.8K shares0.00%2026-03-312026-05-12

HBAN Huntington Bancshares Inc41.1K shares-2.27%2026-03-312026-05-12

Enbridge Inc Enbridge Inc11.9K shares-4.42%2026-03-312026-05-12

TTC Toro Co6.8K shares-2.17%2026-03-312026-05-12

Cameco Corp Cameco Corp5.8K shares2.56%2026-03-312026-05-12

Exelon Corp Exelon Corp12.5K shares5.00%2026-03-312026-05-12

PM Philip Morris International In3.6K shares-8.81%2026-03-312026-05-12

IVV iShares Core S&P 500 ETF913 shares2.24%2026-03-312026-05-12

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SHY iShares 1-3 Year Treasury Bond7.1K shares-4.13%2026-03-312026-05-12

ProShares S&P 500 Div Aristocr ProShares S&P 500 Div Aristocr5.4K shares29.21%2026-03-312026-05-12

SNA Snap-on Inc1.6K shares-0.64%2026-03-312026-05-12

PPG PPG Industries Inc5.1K shares0.00%2026-03-312026-05-12

Adobe Inc Adobe Inc2.2K shares-0.91%2026-03-312026-05-12

Penumbra Inc Penumbra Inc1.6K shares-97.56%2026-03-312026-05-12

Waste Management Inc Waste Management Inc2.3K shares12.25%2026-03-312026-05-12

Shopify Inc Cl A Shopify Inc Cl A4.4K shares19.54%2026-03-312026-05-12

Sponsored

FTNT Fortinet Inc5.9K shares-5.10%2026-03-312026-05-12

AVY Avery Dennison Corp2.7K shares0.00%2026-03-312026-05-12

FHN First Horizon Corp20.5K shares35.03%2026-03-312026-05-12

CMS CMS Energy Corp6.0K shares-14.29%2026-03-312026-05-12

SCHW Charles Schwab Corp4.9K shares57.16%2026-03-312026-05-12

MBWM Mercantile Bank Corp9.2K shares0.00%2026-03-312026-05-12

DCI Donaldson Co Inc5.3K shares-0.93%2026-03-312026-05-12

EXPD Expeditors Int'l of WA3.0K shares0.00%2026-03-312026-05-12

Sponsored

ED Consolidated Edison Inc3.8K shares-0.65%2026-03-312026-05-12

UPS United Parcel Service Inc4.3K shares-3.41%2026-03-312026-05-12

S&P Global Inc S&P Global Inc965 shares14.88%2026-03-312026-05-12

InterContinental Hotels Group InterContinental Hotels Group3.0K shares0.00%2026-03-312026-05-12

SPDR Index Dvlpd Wrld Ex-US ET SPDR Index Dvlpd Wrld Ex-US ET8.7K shares0.00%2026-03-312026-05-12

DOW Dow Inc9.5K shares-2.72%2026-03-312026-05-12

Qnity Electronics Inc Qnity Electronics Inc3.3K shares-16.47%2026-03-312026-05-12

MKC McCormick & Co Inc7.5K shares6.70%2026-03-312026-05-12

Sponsored

LyondellBasell Industries NV LyondellBasell Industries NV4.5K sharesnew addition2026-03-312026-05-12

PayPal Holdings Inc PayPal Holdings Inc7.8K shares-11.87%2026-03-312026-05-12

Private Bancorp of America Inc Private Bancorp of America Inc5.2K shares0.00%2026-03-312026-05-12

Carrier Global Corp Carrier Global Corp6.0K shares-1.63%2026-03-312026-05-12

Salesforce Inc Salesforce Inc1.8K shares-95.20%2026-03-312026-05-12

GPC Genuine Parts Co3.2K shares0.00%2026-03-312026-05-12

VanEck Gold Miners ETF VanEck Gold Miners ETF3.5K shares-15.01%2026-03-312026-05-12

DuPont de Nemours Inc DuPont de Nemours Inc7.0K shares-4.07%2026-03-312026-05-12

Sponsored

Constellation Energy Corp Constellation Energy Corp1.1K shares21.27%2026-03-312026-05-12

SJM J.M. Smucker Co3.2K shares3.23%2026-03-312026-05-12

STERIS PLC STERIS PLC1.4K shares-1.70%2026-03-312026-05-12

ROP Roper Technologies Inc859 shares-16.92%2026-03-312026-05-12

Tesla Inc Tesla Inc812 shares-2.99%2026-03-312026-05-12

DAL Delta Air Lines Inc4.5K shares0.00%2026-03-312026-05-12

ProShares S&P 400 MidCap Div A ProShares S&P 400 MidCap Div A3.5K shares31.13%2026-03-312026-05-12

APA Corp APA Corp7.0K sharesnew addition2026-03-312026-05-12

Sponsored

Pentair PLC Pentair PLC3.4K shares0.00%2026-03-312026-05-12

ESS Essex Property Trust Inc1.2K shares0.00%2026-03-312026-05-12

DHR Danaher Corp1.5K shares0.00%2026-03-312026-05-12

General Motors Co General Motors Co3.9K shares0.00%2026-03-312026-05-12

Garmin Ltd Garmin Ltd1.2K shares0.00%2026-03-312026-05-12

Vanguard Intermediate-Term Cor Vanguard Intermediate-Term Cor3.3K shares-10.94%2026-03-312026-05-12

AEP American Electric Power Co Inc2.0K shares0.00%2026-03-312026-05-12

Evercore Inc Evercore Inc890 shares11.25%2026-03-312026-05-12

Sponsored

SPDR S&P 600 Small Cap Value E SPDR S&P 600 Small Cap Value E2.8K shares0.00%2026-03-312026-05-12

ATO Atmos Energy Corp1.4K shares0.00%2026-03-312026-05-12

USIG iShares Broad USD Inv Grade Co5.1K shares-1.36%2026-03-312026-05-12

Eversource Energy Eversource Energy3.7K shares0.00%2026-03-312026-05-12

PSX Phillips 661.4K sharesnew addition2026-03-312026-05-12

Bank OZK Bank OZK5.3K shares2.88%2026-03-312026-05-12

Novartis AG ADR Novartis AG ADR1.6K shares0.00%2026-03-312026-05-12

DVY iShares DJ Select DVD Index1.6K shares0.00%2026-03-312026-05-12

Sponsored

VLY Valley National Bancorp18.5K shares-4.88%2026-03-312026-05-12

SS SPDR Semiconductor ETF SS SPDR Semiconductor ETF680 shares0.00%2026-03-312026-05-12

KHC Kraft Heinz Co9.8K shares0.00%2026-03-312026-05-12

SPDR Bloomberg High Yield Bond SPDR Bloomberg High Yield Bond2.2K shares0.92%2026-03-312026-05-12

Comcast Corp Cl A Comcast Corp Cl A7.2K shares-10.30%2026-03-312026-05-12

TSN Tyson Foods Inc3.2K sharesnew addition2026-03-312026-05-12

IJK iShares S&P Midcap 400 Growth2.0K sharesnew addition2026-03-312026-05-12

VO Vanguard Mid-Cap ETF700 shares-2.10%2026-03-312026-05-12

Sponsored

CSQ Calamos Strat Tot Return Fd10.9K shares0.00%2026-03-312026-05-12

Esperion Therapeutics Inc Esperion Therapeutics Inc22.0K shares0.00%2026-03-312026-05-12

Wallbridge Mining Co Ltd Wallbridge Mining Co Ltd10.0K shares0.00%2026-03-312026-05-12

Invesco Van Kampen Muni.Op.Tr Invesco Van Kampen Muni.Op.Tr43.6K shares0.00%2026-03-312026-05-12

AAPL

Apple Inc

9.35%

Shares454.8K

Event2026-03-31

Filed2026-05-12

NVIDIA Corp

1.49%

Shares583.7K

Event2026-03-31

Filed2026-05-12

MSFT

Microsoft Corp

-5.07%

Shares242.8K

Event2026-03-31

Filed2026-05-12

Broadcom Inc

0.68%

Shares251.8K

Event2026-03-31

Filed2026-05-12

Alphabet Inc Cl A

-3.05%

Shares249.0K

Event2026-03-31

Filed2026-05-12

LLY

Eli Lilly and Co

4.32%

Shares66.6K

Event2026-03-31

Filed2026-05-12

PEP

PepsiCo Inc

36.20%

Shares275.1K

Event2026-03-31

Filed2026-05-12

MPWR

Monolithic Power Systems Inc

-0.38%

Shares36.1K

Event2026-03-31

Filed2026-05-12

HSY

Hershey Co

22.63%

Shares179.9K

Event2026-03-31

Filed2026-05-12

Exxon Mobil Corp

-3.47%

Shares211.2K

Event2026-03-31

Filed2026-05-12

CVX

Chevron Corp

44.86%

Shares150.3K

Event2026-03-31

Filed2026-05-12

BAC

Bank of America Corp

-25.39%

Shares598.5K

Event2026-03-31

Filed2026-05-12

JPMorgan Chase & Co

-2.14%

Shares97.0K

Event2026-03-31

Filed2026-05-12

WFC

Wells Fargo & Co

-33.85%

Shares345.9K

Event2026-03-31

Filed2026-05-12

SLB

SLB Ltd

83.26%

Shares531.9K

Event2026-03-31

Filed2026-05-12

AMD

Advanced Micro Devices Inc

1.11%

Shares132.3K

Event2026-03-31

Filed2026-05-12

WMT

Walmart Inc

-6.40%

Shares216.2K

Event2026-03-31

Filed2026-05-12

WEC Energy Group Inc

-0.23%

Shares225.6K

Event2026-03-31

Filed2026-05-12

Bank of New York Mellon Corp

-41.06%

Shares218.6K

Event2026-03-31

Filed2026-05-12

Boeing Co

0.88%

Shares129.3K

Event2026-03-31

Filed2026-05-12

Visa Inc Cl A

-31.05%

Shares80.8K

Event2026-03-31

Filed2026-05-12

Marvell Technology Inc

20.50%

Shares232.7K

Event2026-03-31

Filed2026-05-12

Costco Wholesale Corp

-6.12%

Shares22.8K

Event2026-03-31

Filed2026-05-12

Meta Platforms Inc

-0.13%

Shares39.4K

Event2026-03-31

Filed2026-05-12

YUM

Yum! Brands Inc

72.54%

Shares144.0K

Event2026-03-31

Filed2026-05-12

AbbVie Inc

-4.46%

Shares101.9K

Event2026-03-31

Filed2026-05-12

AMZN

Amazon.com Inc

-22.77%

Shares105.7K

Event2026-03-31

Filed2026-05-12

JNJ

Johnson & Johnson

-3.59%

Shares88.1K

Event2026-03-31

Filed2026-05-12

EUFN

iShares MSCI Europe Financials

0.99%

Shares597.7K

Event2026-03-31

Filed2026-05-12

Xcel Energy Inc

-3.28%

Shares261.4K

Event2026-03-31

Filed2026-05-12

GIL

Gildan Activewear Inc

82.12%

Shares369.3K

Event2026-03-31

Filed2026-05-12

GE Vernova Inc

1057.06%

Shares23.0K

Event2026-03-31

Filed2026-05-12

FAST

Fastenal Co

-1.31%

Shares430.8K

Event2026-03-31

Filed2026-05-12

EEM

iShares MSCI Emerging Markets

2.39%

Shares320.5K

Event2026-03-31

Filed2026-05-12

Mastercard Inc Cl A

-0.35%

Shares36.0K

Event2026-03-31

Filed2026-05-12

Edwards Lifesciences Corp

94.02%

Shares223.4K

Event2026-03-31

Filed2026-05-12

Oracle Corp

0.61%

Shares119.3K

Event2026-03-31

Filed2026-05-12

SYK

Stryker Corp

-2.33%

Shares53.4K

Event2026-03-31

Filed2026-05-12

General Dynamics Corp

-0.19%

Shares50.9K

Event2026-03-31

Filed2026-05-12

IBM

-0.84%

Shares70.8K

Event2026-03-31

Filed2026-05-12

IDEXX Laboratories Inc

-5.06%

Shares30.2K

Event2026-03-31

Filed2026-05-12

WESCO Int'l

-13.85%

Shares61.8K

Event2026-03-31

Filed2026-05-12

TSM

Taiwan Semiconductor Mfg Co Lt

-15.95%

Shares48.9K

Event2026-03-31

Filed2026-05-12

APH

Amphenol Corp Cl A

-26.27%

Shares130.5K

Event2026-03-31

Filed2026-05-12

CASY

Casey's General Stores Inc

-34.47%

Shares22.7K

Event2026-03-31

Filed2026-05-12

Chubb Ltd

-0.36%

Shares50.4K

Event2026-03-31

Filed2026-05-12

Johnson Controls Int'l

2.63%

Shares124.5K

Event2026-03-31

Filed2026-05-12

GNRC

Generac Hldgs Inc

New

Shares82.9K

Event2026-03-31

Filed2026-05-12

Corteva Inc

-46.00%

Shares191.9K

Event2026-03-31

Filed2026-05-12

Neurocrine Biosciences Inc

-0.47%

Shares121.7K

Event2026-03-31

Filed2026-05-12

Merck & Co Inc

-2.42%

Shares132.5K

Event2026-03-31

Filed2026-05-12

ABNB

Airbnb Inc Cl A

1174.71%

Shares126.2K

Event2026-03-31

Filed2026-05-12

ADSK

Autodesk Inc

-4.67%

Shares66.0K

Event2026-03-31

Filed2026-05-12

Citigroup Inc

2.81%

Shares137.6K

Event2026-03-31

Filed2026-05-12

Corpay Inc

80.26%

Shares52.2K

Event2026-03-31

Filed2026-05-12

ROST

Ross Stores Inc

1.55%

Shares70.0K

Event2026-03-31

Filed2026-05-12

ASML

ASML Holding NV ADR

14.89%

Shares11.4K

Event2026-03-31

Filed2026-05-12

CMI

Cummins Inc

5.65%

Shares27.2K

Event2026-03-31

Filed2026-05-12

RSG

Republic Services Inc

-10.91%

Shares66.6K

Event2026-03-31

Filed2026-05-12

Intuitive Surgical Inc

-2.51%

Shares30.7K

Event2026-03-31

Filed2026-05-12

Home Depot Inc

-1.96%

Shares42.8K

Event2026-03-31

Filed2026-05-12

Verizon Communications Inc

39.41%

Shares278.9K

Event2026-03-31

Filed2026-05-12

Linde PLC

-3.98%

Shares27.9K

Event2026-03-31

Filed2026-05-12

VTI

Vanguard US Tot Mkt ETF

0.81%

Shares42.1K

Event2026-03-31

Filed2026-05-12

RESN

Murata Manufacturing Co

New

Shares1.3M

Event2026-03-31

Filed2026-05-12

GILD

Gilead Sciences Inc

1.98%

Shares96.5K

Event2026-03-31

Filed2026-05-12

PNC

PNC Financial Services Group I

3.04%

Shares63.9K

Event2026-03-31

Filed2026-05-12

STT

State Street Corp

3.34%

Shares102.2K

Event2026-03-31

Filed2026-05-12

HEI

HEICO Corp

-42.91%

Shares46.4K

Event2026-03-31

Filed2026-05-12

Duke Energy Corp

-17.41%

Shares96.0K

Event2026-03-31

Filed2026-05-12

TMUS

T-Mobile US Inc

-1.90%

Shares58.3K

Event2026-03-31

Filed2026-05-12

BlackRock Inc

-0.28%

Shares12.7K

Event2026-03-31

Filed2026-05-12

Intercontinental Exchange Inc

-3.96%

Shares77.6K

Event2026-03-31

Filed2026-05-12

RMD

ResMed Inc

-2.25%

Shares54.3K

Event2026-03-31

Filed2026-05-12

CRWD

CrowdStrike Holdings Inc

2.69%

Shares31.2K

Event2026-03-31

Filed2026-05-12

Coca-Cola Co

-0.01%

Shares156.0K

Event2026-03-31

Filed2026-05-12

NOK

Nokia Corp ADR

-3.07%

Shares1.5M

Event2026-03-31

Filed2026-05-12

TMO

Thermo Fisher Scientific Inc

630.55%

Shares24.0K

Event2026-03-31

Filed2026-05-12

TXN

Texas Instruments Inc

2.78%

Shares59.9K

Event2026-03-31

Filed2026-05-12

AstraZeneca PLC

-49.73%

Shares58.5K

Event2026-03-31

Filed2026-05-12

Cisco Systems Inc

-0.99%

Shares147.3K

Event2026-03-31

Filed2026-05-12

PFE

Pfizer Inc

5.48%

Shares401.8K

Event2026-03-31

Filed2026-05-12

iShares MSCI Japan ETF

4.46%

Shares130.7K

Event2026-03-31

Filed2026-05-12

SHW

Sherwin-Williams Co

0.66%

Shares34.4K

Event2026-03-31

Filed2026-05-12

MSCI Inc

-1.36%

Shares20.4K

Event2026-03-31

Filed2026-05-12

UNP

Union Pacific Corp

1.21%

Shares44.6K

Event2026-03-31

Filed2026-05-12

DSV A/S ADR

0.90%

Shares91.1K

Event2026-03-31

Filed2026-05-12

MDLZ

Mondelez International Inc

-0.80%

Shares184.1K

Event2026-03-31

Filed2026-05-12

BND

Vanguard Total Bond Market ETF

3.62%

Shares143.0K

Event2026-03-31

Filed2026-05-12

PANW

Palo Alto Networks Inc

-1.47%

Shares65.6K

Event2026-03-31

Filed2026-05-12

Procter & Gamble Co

2.04%

Shares72.6K

Event2026-03-31

Filed2026-05-12

SBUX

Starbucks Corp

1.54%

Shares117.0K

Event2026-03-31

Filed2026-05-12

Southern Co

1.40%

Shares107.2K

Event2026-03-31

Filed2026-05-12

WisdomTree Europe Hedged Equit

2.56%

Shares197.2K

Event2026-03-31

Filed2026-05-12

LMT

Lockheed Martin Corp

46.16%

Shares16.8K

Event2026-03-31

Filed2026-05-12

Netflix Inc

-7.92%

Shares105.6K

Event2026-03-31

Filed2026-05-12

Uber Technologies Inc

-2.64%

Shares137.8K

Event2026-03-31

Filed2026-05-12

DIS

Walt Disney Co

0.22%

Shares102.8K

Event2026-03-31

Filed2026-05-12

Terreno Realty Corp

-8.01%

Shares159.1K

Event2026-03-31

Filed2026-05-12

CME Group Inc

3.24%

Shares30.7K

Event2026-03-31

Filed2026-05-12

ServiceNow Inc

-15.44%

Shares86.8K

Event2026-03-31

Filed2026-05-12

Medtronic PLC

52.98%

Shares103.7K

Event2026-03-31

Filed2026-05-12

MMC

Marsh & McLennan Companies Inc

New

Shares51.8K

Event2026-03-31

Filed2026-05-12

Airbus SE ADR

-28.21%

Shares193.4K

Event2026-03-31

Filed2026-05-12

Anheuser-Busch Inbev ADR

75.14%

Shares127.9K

Event2026-03-31

Filed2026-05-12

Principal Financial Group Inc

-29.16%

Shares97.7K

Event2026-03-31

Filed2026-05-12

Welltower Inc

1.76%

Shares43.6K

Event2026-03-31

Filed2026-05-12

EMR

Emerson Electric Co

-4.24%

Shares65.4K

Event2026-03-31

Filed2026-05-12

Nintendo Co Ltd ADR

-3.34%

Shares618.6K

Event2026-03-31

Filed2026-05-12

Vertex Pharmaceuticals Inc

-0.46%

Shares18.7K

Event2026-03-31

Filed2026-05-12

INTU

Intuit Inc

-15.43%

Shares18.9K

Event2026-03-31

Filed2026-05-12

RTX Corp

-6.89%

Shares41.4K

Event2026-03-31

Filed2026-05-12

VEEV

Veeva Systems Inc

-34.15%

Shares45.4K

Event2026-03-31

Filed2026-05-12

Axon Enterprise Inc

-28.79%

Shares18.4K

Event2026-03-31

Filed2026-05-12

CVS

CVS Health Corp

111.54%

Shares108.4K

Event2026-03-31

Filed2026-05-12

Viper Energy Inc

84.33%

Shares164.9K

Event2026-03-31

Filed2026-05-12

Spire Inc

1.89%

Shares85.5K

Event2026-03-31

Filed2026-05-12

Iron Mountain Inc

4.51%

Shares75.2K

Event2026-03-31

Filed2026-05-12

MCD

McDonald's Corp

-4.16%

Shares23.6K

Event2026-03-31

Filed2026-05-12

BMY

Bristol-Myers Squibb Co

2.03%

Shares120.2K

Event2026-03-31

Filed2026-05-12

CAT

Caterpillar Inc

-0.44%

Shares10.2K

Event2026-03-31

Filed2026-05-12

Advanced Drain Sys Inc

New

Shares51.3K

Event2026-03-31

Filed2026-05-12

UnitedHealth Group Inc

-0.87%

Shares25.7K

Event2026-03-31

Filed2026-05-12

Weyerhaeuser Co

24.40%

Shares280.7K

Event2026-03-31

Filed2026-05-12

Agilent Technologies Inc

1.83%

Shares59.0K

Event2026-03-31

Filed2026-05-12

CLX

Clorox Co

56.70%

Shares64.2K

Event2026-03-31

Filed2026-05-12

ROK

Rockwell Automation Inc

-1.94%

Shares18.1K

Event2026-03-31

Filed2026-05-12

Berkshire Hathaway Inc Cl B

-1.24%

Shares13.5K

Event2026-03-31

Filed2026-05-12

AMGN

Amgen Inc

0.67%

Shares18.3K

Event2026-03-31

Filed2026-05-12

Barclays PLC ADR

1.45%

Shares299.5K

Event2026-03-31

Filed2026-05-12

3M Co

-38.80%

Shares43.4K

Event2026-03-31

Filed2026-05-12

ABT

Abbott Laboratories

1.18%

Shares61.1K

Event2026-03-31

Filed2026-05-12

ADP

Automatic Data Processing Inc

1.43%

Shares30.8K

Event2026-03-31

Filed2026-05-12

Kinder Morgan Inc

2.23%

Shares186.0K

Event2026-03-31

Filed2026-05-12

Invesco S&P 500 Eq Wt ETF

5.24%

Shares31.8K

Event2026-03-31

Filed2026-05-12

Accenture Plc Cl A

-0.02%

Shares30.4K

Event2026-03-31

Filed2026-05-12

IJT

iShares S&P Smallcap 600 Growt

-1.22%

Shares40.5K

Event2026-03-31

Filed2026-05-12

TJX

TJX Companies Inc

-2.29%

Shares36.2K

Event2026-03-31

Filed2026-05-12

VXUS

Vanguard Total Intl Stk ETF

1.30%

Shares72.2K

Event2026-03-31

Filed2026-05-12

SHEL

Shell PLC ADR

-4.85%

Shares58.6K

Event2026-03-31

Filed2026-05-12

DBS Group Holdings Ltd ADR

-0.34%

Shares30.4K

Event2026-03-31

Filed2026-05-12

Lonza Group AG ADR

-36.87%

Shares85.4K

Event2026-03-31

Filed2026-05-12

ECL

Ecolab Inc

-0.84%

Shares20.1K

Event2026-03-31

Filed2026-05-12

Techtronic Industries Co Ltd A

-0.14%

Shares80.4K

Event2026-03-31

Filed2026-05-12

AFL

Aflac Inc

0.54%

Shares46.6K

Event2026-03-31

Filed2026-05-12

CNI

Canadian National Railway Co

50.38%

Shares49.3K

Event2026-03-31

Filed2026-05-12

AT&T Inc

-1.24%

Shares173.0K

Event2026-03-31

Filed2026-05-12

MTU Aero Engines AG ADR

-45.77%

Shares27.7K

Event2026-03-31

Filed2026-05-12

Wal-Mart de Mexico SAB de CV A

4.37%

Shares152.2K

Event2026-03-31

Filed2026-05-12

Dominion Energy Inc

6.28%

Shares79.7K

Event2026-03-31

Filed2026-05-12

Alphabet Inc Cl C

-0.71%

Shares16.0K

Event2026-03-31

Filed2026-05-12

MercadoLibre Inc

4.78%

Shares2.6K

Event2026-03-31

Filed2026-05-12

Experian PLC ADR

-29.36%

Shares128.9K

Event2026-03-31

Filed2026-05-12

Brookfield Asset Management Lt

2.87%

Shares95.6K

Event2026-03-31

Filed2026-05-12

EFA

iShares MSCI EAFE ETF

0.70%

Shares42.6K

Event2026-03-31

Filed2026-05-12

London Stock Exchange ADR

-1.56%

Shares139.5K

Event2026-03-31

Filed2026-05-12

HDFC Bank Ltd ADR

-38.47%

Shares162.7K

Event2026-03-31

Filed2026-05-12

Colgate-Palmolive Co

-0.18%

Shares46.6K

Event2026-03-31

Filed2026-05-12

BBY

Best Buy Co Inc

-34.26%

Shares61.2K

Event2026-03-31

Filed2026-05-12

IJS

iShares S&P Smallcap 600 Value

-5.45%

Shares32.8K

Event2026-03-31

Filed2026-05-12

Vanguard S&P 500 ETF

-2.47%

Shares6.4K

Event2026-03-31

Filed2026-05-12

Realty Income Corp

6.39%

Shares61.6K

Event2026-03-31

Filed2026-05-12

APD

Air Products & Chemicals Inc

0.24%

Shares12.7K

Event2026-03-31

Filed2026-05-12

Nestle SA ADR

0.42%

Shares37.8K

Event2026-03-31

Filed2026-05-12

Atlassian Corp

-12.93%

Shares50.9K

Event2026-03-31

Filed2026-05-12

Public Storage REIT

6.02%

Shares12.5K

Event2026-03-31

Filed2026-05-12

IWD

iShares Russell 1000 Value ETF

-1.76%

Shares15.6K

Event2026-03-31

Filed2026-05-12

Target Corp

0.87%

Shares26.3K

Event2026-03-31

Filed2026-05-12

NDSN

Nordson Corp

0.04%

Shares11.9K

Event2026-03-31

Filed2026-05-12

IWF

iShares Russell 1000 Growth ET

0.65%

Shares7.1K

Event2026-03-31

Filed2026-05-12

AXP

American Express Co

3.35%

Shares10.0K

Event2026-03-31

Filed2026-05-12

BP PLC ADR

0.45%

Shares62.4K

Event2026-03-31

Filed2026-05-12

AMAT

Applied Materials Inc

-7.31%

Shares7.7K

Event2026-03-31

Filed2026-05-12

INTC

Intel Corp

-16.27%

Shares59.2K

Event2026-03-31

Filed2026-05-12

HON

Honeywell International Inc

-2.30%

Shares11.5K

Event2026-03-31

Filed2026-05-12

iShares Gold Trust

4.09%

Shares28.6K

Event2026-03-31

Filed2026-05-12

PNW

Pinnacle West Capital Corp

-0.92%

Shares24.3K

Event2026-03-31

Filed2026-05-12

NextEra Energy Inc

-0.20%

Shares25.2K

Event2026-03-31

Filed2026-05-12

Travelers Companies Inc

-12.31%

Shares7.4K

Event2026-03-31

Filed2026-05-12

GNTX

Gentex Corp

-0.07%

Shares98.3K

Event2026-03-31

Filed2026-05-12

IJH

iShares S&P MidCap 400

-0.04%

Shares31.1K

Event2026-03-31

Filed2026-05-12

GE Aerospace

-1.40%

Shares7.1K

Event2026-03-31

Filed2026-05-12

Deere & Co

-1.94%

Shares3.5K

Event2026-03-31

Filed2026-05-12

Cardinal Health Inc

-8.24%

Shares8.6K

Event2026-03-31

Filed2026-05-12

ConocoPhillips

-3.03%

Shares12.8K

Event2026-03-31

Filed2026-05-12

Ford Motor Co

0.00%

Shares145.9K

Event2026-03-31

Filed2026-05-12

IJR

iShares S&P Smallcap 600

10.60%

Shares13.0K

Event2026-03-31

Filed2026-05-12

KMB

Kimberly-Clark Corp

-4.44%

Shares16.3K

Event2026-03-31

Filed2026-05-12

FITB

Fifth Third Bancorp

New

Shares32.3K

Event2026-03-31

Filed2026-05-12

MSI

Motorola Solutions Inc

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-12

SPDR Gold Shares

11.74%

Shares3.4K

Event2026-03-31

Filed2026-05-12

Palantir Technologies Inc Cl A

0.28%

Shares9.0K

Event2026-03-31

Filed2026-05-12

IVE

iShares S&P 500 Value ETF

17.06%

Shares6.2K

Event2026-03-31

Filed2026-05-12

IWM

iShares Russell 2000 ETF

3.01%

Shares4.9K

Event2026-03-31

Filed2026-05-12

Goldman Sachs Group Inc

-4.51%

Shares1.4K

Event2026-03-31

Filed2026-05-12

DTE

DTE Energy Co

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-12

FedEx Corp

12.59%

Shares3.1K

Event2026-03-31

Filed2026-05-12

IVW

iShares S&P 500 Growth ETF

3.54%

Shares9.7K

Event2026-03-31

Filed2026-05-12

GLW

Corning Inc

-1.85%

Shares8.0K

Event2026-03-31

Filed2026-05-12

QCOM

QUALCOMM Inc

-15.34%

Shares8.2K

Event2026-03-31

Filed2026-05-12

SYY

Sysco Corp

9.29%

Shares14.7K

Event2026-03-31

Filed2026-05-12

PAYX

Paychex Inc

-71.87%

Shares11.3K

Event2026-03-31

Filed2026-05-12

GVI

iShares Intermediate Gov/Credi

-4.15%

Shares9.7K

Event2026-03-31

Filed2026-05-12

LOW

Lowe's Companies Inc

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-12

GWW

W.W. Grainger Inc

-3.31%

Shares875

Event2026-03-31

Filed2026-05-12

Eaton Corp PLC

-0.50%

Shares2.6K

Event2026-03-31

Filed2026-05-12

ITW

Illinois Tool Works Inc

-5.97%

Shares3.5K

Event2026-03-31

Filed2026-05-12

NEM

Newmont Corp

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-12

ALL

Allstate Corp

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-12

NEOG

Neogen Corp

17.52%

Shares90.2K

Event2026-03-31

Filed2026-05-12

GMED

Globus Medical Inc

-0.31%

Shares9.6K

Event2026-03-31

Filed2026-05-12

ADI

Analog Devices Inc

-10.54%

Shares2.5K

Event2026-03-31

Filed2026-05-12

ZTS

Zoetis Inc

-87.33%

Shares6.8K

Event2026-03-31

Filed2026-05-12

Marathon Petroleum Corp

-3.06%

Shares3.2K

Event2026-03-31

Filed2026-05-12

PGR

Progressive Corp

-8.81%

Shares3.8K

Event2026-03-31

Filed2026-05-12

Valero Energy Corp

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

Blackstone Inc

-20.00%

Shares6.4K

Event2026-03-31

Filed2026-05-12

BRK.A

Berkshire Hathaway Inc Cl A

-50.00%

Shares1

Event2026-03-31

Filed2026-05-12

IWB

iShares Russell 1000 ETF

-17.84%

Shares2.0K

Event2026-03-31

Filed2026-05-12

Altria Group Inc

6.40%

Shares10.8K

Event2026-03-31

Filed2026-05-12

State Street SPDR S&P 500 ETF

9.67%

Shares1.1K

Event2026-03-31

Filed2026-05-12

RPM

RPM International Inc

4.10%

Shares7.0K

Event2026-03-31

Filed2026-05-12

CINF

Cincinnati Financial Corp

-0.59%

Shares4.2K

Event2026-03-31

Filed2026-05-12

Parker-Hannifin Corp

-2.65%

Shares735

Event2026-03-31

Filed2026-05-12

DT Midstream Inc

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-12

HBAN

Huntington Bancshares Inc

-2.27%

Shares41.1K

Event2026-03-31

Filed2026-05-12

Enbridge Inc

-4.42%

Shares11.9K

Event2026-03-31

Filed2026-05-12

TTC

Toro Co

-2.17%

Shares6.8K

Event2026-03-31

Filed2026-05-12

Cameco Corp

2.56%

Shares5.8K

Event2026-03-31

Filed2026-05-12

Exelon Corp

5.00%

Shares12.5K

Event2026-03-31

Filed2026-05-12

Philip Morris International In

-8.81%

Shares3.6K

Event2026-03-31

Filed2026-05-12

IVV

iShares Core S&P 500 ETF

2.24%

Shares913

Event2026-03-31

Filed2026-05-12

SHY

iShares 1-3 Year Treasury Bond

-4.13%

Shares7.1K

Event2026-03-31

Filed2026-05-12

ProShares S&P 500 Div Aristocr

29.21%

Shares5.4K

Event2026-03-31

Filed2026-05-12

SNA

Snap-on Inc

-0.64%

Shares1.6K

Event2026-03-31

Filed2026-05-12

PPG

PPG Industries Inc

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-12

Adobe Inc

-0.91%

Shares2.2K

Event2026-03-31

Filed2026-05-12

Penumbra Inc

-97.56%

Shares1.6K

Event2026-03-31

Filed2026-05-12

Waste Management Inc

12.25%

Shares2.3K

Event2026-03-31

Filed2026-05-12

Shopify Inc Cl A

19.54%

Shares4.4K

Event2026-03-31

Filed2026-05-12

FTNT

Fortinet Inc

-5.10%

Shares5.9K

Event2026-03-31

Filed2026-05-12

AVY

Avery Dennison Corp

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-12

FHN

First Horizon Corp

35.03%

Shares20.5K

Event2026-03-31

Filed2026-05-12

CMS

CMS Energy Corp

-14.29%

Shares6.0K

Event2026-03-31

Filed2026-05-12

SCHW

Charles Schwab Corp

57.16%

Shares4.9K

Event2026-03-31

Filed2026-05-12

MBWM

Mercantile Bank Corp

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-12

DCI

Donaldson Co Inc

-0.93%

Shares5.3K

Event2026-03-31

Filed2026-05-12

EXPD

Expeditors Int'l of WA

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

Consolidated Edison Inc

-0.65%

Shares3.8K

Event2026-03-31

Filed2026-05-12

UPS

United Parcel Service Inc

-3.41%

Shares4.3K

Event2026-03-31

Filed2026-05-12

S&P Global Inc

14.88%

Shares965

Event2026-03-31

Filed2026-05-12

InterContinental Hotels Group

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

SPDR Index Dvlpd Wrld Ex-US ET

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-12

DOW

Dow Inc

-2.72%

Shares9.5K

Event2026-03-31

Filed2026-05-12

Qnity Electronics Inc

-16.47%

Shares3.3K

Event2026-03-31

Filed2026-05-12

MKC

McCormick & Co Inc

6.70%

Shares7.5K

Event2026-03-31

Filed2026-05-12

LyondellBasell Industries NV

New

Shares4.5K

Event2026-03-31

Filed2026-05-12

PayPal Holdings Inc

-11.87%

Shares7.8K

Event2026-03-31

Filed2026-05-12

Private Bancorp of America Inc

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-12

Carrier Global Corp

-1.63%

Shares6.0K

Event2026-03-31

Filed2026-05-12

Salesforce Inc

-95.20%

Shares1.8K

Event2026-03-31

Filed2026-05-12

GPC

Genuine Parts Co

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-12

VanEck Gold Miners ETF

-15.01%

Shares3.5K

Event2026-03-31

Filed2026-05-12

DuPont de Nemours Inc

-4.07%

Shares7.0K

Event2026-03-31

Filed2026-05-12

Constellation Energy Corp

21.27%

Shares1.1K

Event2026-03-31

Filed2026-05-12

SJM

J.M. Smucker Co

3.23%

Shares3.2K

Event2026-03-31

Filed2026-05-12

STERIS PLC

-1.70%

Shares1.4K

Event2026-03-31

Filed2026-05-12

ROP

Roper Technologies Inc

-16.92%

Shares859

Event2026-03-31

Filed2026-05-12

Tesla Inc

-2.99%

Shares812

Event2026-03-31

Filed2026-05-12

DAL

Delta Air Lines Inc

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-12

ProShares S&P 400 MidCap Div A

31.13%

Shares3.5K

Event2026-03-31

Filed2026-05-12

APA Corp

New

Shares7.0K

Event2026-03-31

Filed2026-05-12

Pentair PLC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-12

ESS

Essex Property Trust Inc

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

DHR

Danaher Corp

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

General Motors Co

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-12

Garmin Ltd

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

Vanguard Intermediate-Term Cor

-10.94%

Shares3.3K

Event2026-03-31

Filed2026-05-12

AEP

American Electric Power Co Inc

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-12

Evercore Inc

11.25%

Shares890

Event2026-03-31

Filed2026-05-12

SPDR S&P 600 Small Cap Value E

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-12

ATO

Atmos Energy Corp

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

USIG

iShares Broad USD Inv Grade Co

-1.36%

Shares5.1K

Event2026-03-31

Filed2026-05-12

Eversource Energy

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-12

PSX

Phillips 66

New

Shares1.4K

Event2026-03-31

Filed2026-05-12

Bank OZK

2.88%

Shares5.3K

Event2026-03-31

Filed2026-05-12

Novartis AG ADR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-12

DVY

iShares DJ Select DVD Index

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-12

VLY

Valley National Bancorp

-4.88%

Shares18.5K

Event2026-03-31

Filed2026-05-12

SS SPDR Semiconductor ETF

0.00%

Shares680

Event2026-03-31

Filed2026-05-12

KHC

Kraft Heinz Co

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-12

SPDR Bloomberg High Yield Bond

0.92%

Shares2.2K

Event2026-03-31

Filed2026-05-12

Comcast Corp Cl A

-10.30%

Shares7.2K

Event2026-03-31

Filed2026-05-12

TSN

Tyson Foods Inc

New

Shares3.2K

Event2026-03-31

Filed2026-05-12

IJK

iShares S&P Midcap 400 Growth

New

Shares2.0K

Event2026-03-31

Filed2026-05-12

Vanguard Mid-Cap ETF

-2.10%

Shares700

Event2026-03-31

Filed2026-05-12

CSQ

Calamos Strat Tot Return Fd

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-12

Esperion Therapeutics Inc

0.00%

Shares22.0K

Event2026-03-31

Filed2026-05-12

Wallbridge Mining Co Ltd

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-12

Invesco Van Kampen Muni.Op.Tr

0.00%

Shares43.6K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available