Sponsored
The Analysis of Badgley Phelps Wealth Managers, LLC's Holdings & P&L
Currently, Badgley Phelps Wealth Managers, LLC holds 328 types of securities in its portfolio with a total value $5.0B. In the most recent quarter, they have increased their positions in KRMN (+139.3K shares, valued at $11.2M), GEV (+9.6K shares, valued at $8.4M), PLTR (+52.7K shares, valued at $7.7M); decreased their positions in AAPL (-124.3K shares, valued at $31.5M), IWM (-107.2K shares, valued at $26.6M), VB (-92.3K shares, valued at $24.2M); initiated new positions in KRMN (+139.3K shares, valued at $11.2M), PLTR (+52.7K shares, valued at $7.7M), N/A (+78.5K shares, valued at $6.7M).
1M P&L
-11.1M-0.23%
3M P&L
+11.6M+0.24%
HY P&L
+204.4M+4.38%
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/A1.7B
37.3%
2Software - Infrastructure306.3M
6.9%
3Semiconductors261.2M
5.9%
Top Industries by Stock Count
1N/A109 stocks
36.5%
2Software - Infrastructure9 stocks
3.0%
3Drug Manufacturers - General8 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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MSFT
-6.23%MICROSOFT CORP
Shares643.4K
Event2026-03-31
Filed2026-04-15
NVDA
-2.41%NVIDIA CORPORATION
Shares1.4M
Event2026-03-31
Filed2026-04-15
EFA
-0.12%ISHARES TR
Shares2.3M
Event2026-03-31
Filed2026-04-15
AAPL
-12.68%APPLE INC
Shares855.6K
Event2026-03-31
Filed2026-04-15
VB
-12.05%VANGUARD INDEX FDS
Shares673.5K
Event2026-03-31
Filed2026-04-15
VWO
2.88%VANGUARD INTL EQUITY INDEX F
Shares2.5M
Event2026-03-31
Filed2026-04-15
AMZN
-4.24%AMAZON COM INC
Shares642.6K
Event2026-03-31
Filed2026-04-15
IJH
0.57%ISHARES TR
Shares1.8M
Event2026-03-31
Filed2026-04-15
VEA
0.96%VANGUARD TAX-MANAGED FDS
Shares1.8M
Event2026-03-31
Filed2026-04-15
ALPHABET INC
-12.19%ALPHABET INC
Shares318.8K
Event2026-03-31
Filed2026-04-15
ALPHABET INC
-3.13%ALPHABET INC
Shares318.3K
Event2026-03-31
Filed2026-04-15
COST
-2.85%COSTCO WHOLESALE CORPORATION
Shares88.4K
Event2026-03-31
Filed2026-04-15
VGIT
0.43%VANGUARD SCOTTSDALE FDS
Shares1.5M
Event2026-03-31
Filed2026-04-15
LLY
-9.81%ELI LILLY & CO
Shares93.4K
Event2026-03-31
Filed2026-04-15
JPM
-14.24%JPMORGAN CHASE & CO
Shares275.8K
Event2026-03-31
Filed2026-04-15
IWN
0.93%ISHARES TR
Shares390.3K
Event2026-03-31
Filed2026-04-15
BERKSHIRE HATHAWAY INC DEL
2.91%BERKSHIRE HATHAWAY INC DEL
Shares153.7K
Event2026-03-31
Filed2026-04-15
IWO
0.51%ISHARES TR
Shares224.1K
Event2026-03-31
Filed2026-04-15
META
-7.24%META PLATFORMS INC
Shares121.9K
Event2026-03-31
Filed2026-04-15
IWR
0.79%ISHARES TR
Shares689.7K
Event2026-03-31
Filed2026-04-15
BROADCOM INC
8.88%BROADCOM INC
Shares203.5K
Event2026-03-31
Filed2026-04-15
V
-1.19%VISA INC
Shares200.6K
Event2026-03-31
Filed2026-04-15
IWD
-11.53%ISHARES TR
Shares251.5K
Event2026-03-31
Filed2026-04-15
IWF
-1.72%ISHARES TR
Shares117.6K
Event2026-03-31
Filed2026-04-15
SPYM
-0.78%SPDR SERIES TRUST
Shares640.6K
Event2026-03-31
Filed2026-04-15
WMT
-4.09%WALMART INC
Shares392.9K
Event2026-03-31
Filed2026-04-15
VV
0.86%VANGUARD INDEX FDS
Shares159.8K
Event2026-03-31
Filed2026-04-15
MS
-2.10%MORGAN STANLEY
Shares289.7K
Event2026-03-31
Filed2026-04-15
LAM RESEARCH CORP
-27.29%LAM RESEARCH CORP
Shares221.4K
Event2026-03-31
Filed2026-04-15
CAT
-15.37%CATERPILLAR INC
Shares60.6K
Event2026-03-31
Filed2026-04-15
COLM
0.00%COLUMBIA SPORTSWEAR CO
Shares768.8K
Event2026-03-31
Filed2026-04-15
LINDE PLC
-14.80%LINDE PLC
Shares81.7K
Event2026-03-31
Filed2026-04-15
VLO
4.77%VALERO ENERGY CORP
Shares162.2K
Event2026-03-31
Filed2026-04-15
BIV
0.28%VANGUARD BD INDEX FDS
Shares514.9K
Event2026-03-31
Filed2026-04-15
JNJ
-14.68%JOHNSON & JOHNSON
Shares160.9K
Event2026-03-31
Filed2026-04-15
CSCO
-1.79%CISCO SYS INC
Shares469.0K
Event2026-03-31
Filed2026-04-15
INVESCO EXCHANGE TRADED FD T
2.43%INVESCO EXCHANGE TRADED FD T
Shares174.5K
Event2026-03-31
Filed2026-04-15
BAC
-3.13%BANK AMERICA CORP
Shares684.4K
Event2026-03-31
Filed2026-04-15
IWM
-44.55%ISHARES TR
Shares133.5K
Event2026-03-31
Filed2026-04-15
BKNG
-13.28%BOOKING HOLDINGS INC
Shares7.8K
Event2026-03-31
Filed2026-04-15
IWP
2.80%ISHARES TR
Shares247.1K
Event2026-03-31
Filed2026-04-15
PH
-1.34%PARKER-HANNIFIN CORP
Shares35.3K
Event2026-03-31
Filed2026-04-15
PG
1.11%PROCTER & GAMBLE CO
Shares207.7K
Event2026-03-31
Filed2026-04-15
HD
-14.35%HOME DEPOT INC
Shares90.4K
Event2026-03-31
Filed2026-04-15
NI
5.59%NISOURCE INC
Shares626.1K
Event2026-03-31
Filed2026-04-15
AMAT
-0.46%APPLIED MATLS INC
Shares82.7K
Event2026-03-31
Filed2026-04-15
VCIT
1.01%VANGUARD SCOTTSDALE FDS
Shares341.3K
Event2026-03-31
Filed2026-04-15
PLD
-0.86%PROLOGIS INC.
Shares212.2K
Event2026-03-31
Filed2026-04-15
PANW
1.27%PALO ALTO NETWORKS INC
Shares174.6K
Event2026-03-31
Filed2026-04-15
CVX
-0.36%CHEVRON CORPORATION
Shares130.5K
Event2026-03-31
Filed2026-04-15
MCK
-0.64%MCKESSON CORP
Shares30.8K
Event2026-03-31
Filed2026-04-15
TSLA
7.08%TESLA INC
Shares71.8K
Event2026-03-31
Filed2026-04-15
IWS
3.82%ISHARES TR
Shares178.5K
Event2026-03-31
Filed2026-04-15
KO
0.69%COCA COLA CO
Shares334.2K
Event2026-03-31
Filed2026-04-15
UNP
1.47%UNION PAC CORP
Shares101.6K
Event2026-03-31
Filed2026-04-15
CB
-1.24%CHUBB LTD SWITZ
Shares75.3K
Event2026-03-31
Filed2026-04-15
PWR
0.00%QUANTA SVCS INC
Shares43.9K
Event2026-03-31
Filed2026-04-15
EOG
-0.46%EOG RES INC
Shares161.8K
Event2026-03-31
Filed2026-04-15
NOW
-0.30%SERVICENOW INC
Shares223.4K
Event2026-03-31
Filed2026-04-15
DHR
-14.36%DANAHER CORP DEL
Shares119.9K
Event2026-03-31
Filed2026-04-15
TMO
-15.01%THERMO FISHER SCIENTIFIC INC
Shares44.5K
Event2026-03-31
Filed2026-04-15
DJP
1.03%BARCLAYS BANK PLC
Shares448.5K
Event2026-03-31
Filed2026-04-15
NEE
1.16%NEXTERA ENERGY INC
Shares231.8K
Event2026-03-31
Filed2026-04-15
HON
-0.43%HONEYWELL INTL INC
Shares92.1K
Event2026-03-31
Filed2026-04-15
SYK
-21.06%STRYKER CORPORATION
Shares62.5K
Event2026-03-31
Filed2026-04-15
VRT
5.98%VERTIV HOLDINGS CO
Shares81.8K
Event2026-03-31
Filed2026-04-15
XOM
4.16%EXXON MOBIL CORP
Shares120.3K
Event2026-03-31
Filed2026-04-15
MEDTRONIC PLC
1.03%MEDTRONIC PLC
Shares229.0K
Event2026-03-31
Filed2026-04-15
LHX
2.04%L3HARRIS TECHNOLOGIES INC
Shares57.7K
Event2026-03-31
Filed2026-04-15
CRM
-6.02%SALESFORCE INC
Shares106.3K
Event2026-03-31
Filed2026-04-15
MMC
-10.17%MARSH & MCLENNAN COS INC
Shares114.0K
Event2026-03-31
Filed2026-04-15
JIRE
0.63%J P MORGAN EXCHANGE TRADED F
Shares257.1K
Event2026-03-31
Filed2026-04-15
ORLY
0.59%OREILLY AUTOMOTIVE INC
Shares207.1K
Event2026-03-31
Filed2026-04-15
GE AEROSPACE
-6.69%GE AEROSPACE
Shares66.5K
Event2026-03-31
Filed2026-04-15
MCD
0.31%MCDONALDS CORP
Shares60.4K
Event2026-03-31
Filed2026-04-15
MDLZ
4.34%MONDELEZ INTL INC
Shares319.4K
Event2026-03-31
Filed2026-04-15
TJX
2.36%TJX COS INC NEW
Shares114.7K
Event2026-03-31
Filed2026-04-15
PCAR
-0.62%PACCAR INC
Shares157.1K
Event2026-03-31
Filed2026-04-15
IWB
-1.45%ISHARES TR
Shares50.5K
Event2026-03-31
Filed2026-04-15
ORCL
-8.66%ORACLE CORP
Shares117.7K
Event2026-03-31
Filed2026-04-15
GILD
-0.02%GILEAD SCIENCES INC
Shares122.3K
Event2026-03-31
Filed2026-04-15
ECL
0.88%ECOLAB INC
Shares60.6K
Event2026-03-31
Filed2026-04-15
EATON CORP PLC
2.61%EATON CORP PLC
Shares45.0K
Event2026-03-31
Filed2026-04-15
MERCK & CO INC
9.89%MERCK & CO INC
Shares131.5K
Event2026-03-31
Filed2026-04-15
SPY
-21.29%STATE STR SPDR S&P 500 ETF T
Shares23.5K
Event2026-03-31
Filed2026-04-15
NFLX
3.25%NETFLIX INC.
Shares158.5K
Event2026-03-31
Filed2026-04-15
CCK
-26.59%CROWN HLDGS INC
Shares151.4K
Event2026-03-31
Filed2026-04-15
VEU
-0.48%VANGUARD INTL EQUITY INDEX F
Shares196.1K
Event2026-03-31
Filed2026-04-15
SHW
1.16%SHERWIN WILLIAMS CO
Shares45.7K
Event2026-03-31
Filed2026-04-15
URI
1.06%UNITED RENTALS INC
Shares19.8K
Event2026-03-31
Filed2026-04-15
KKR & CO INC
-1.43%KKR & CO INC
Shares155.4K
Event2026-03-31
Filed2026-04-15
DIS
0.94%DISNEY WALT CO
Shares142.4K
Event2026-03-31
Filed2026-04-15
GVI
11.99%ISHARES TR
Shares123.3K
Event2026-03-31
Filed2026-04-15
VTI
-1.47%VANGUARD INDEX FDS
Shares40.4K
Event2026-03-31
Filed2026-04-15
MARVELL TECHNOLOGY INC
2.14%MARVELL TECHNOLOGY INC
Shares127.7K
Event2026-03-31
Filed2026-04-15
IBM
-3.90%INTERNATIONAL BUSINESS MACHS
Shares47.9K
Event2026-03-31
Filed2026-04-15
KRMN
NewKARMAN HLDGS INC
Shares139.3K
Event2026-03-31
Filed2026-04-15
TXN
22.07%TEXAS INSTRS INC
Shares57.4K
Event2026-03-31
Filed2026-04-15
ISRG
5.98%INTUITIVE SURGICAL INC
Shares24.2K
Event2026-03-31
Filed2026-04-15
RTX
-41.40%RTX CORPORATION
Shares57.5K
Event2026-03-31
Filed2026-04-15
UPS
-13.04%UNITED PARCEL SVCS INC
Shares112.4K
Event2026-03-31
Filed2026-04-15
PEP
-33.14%PEPSICO INC
Shares68.9K
Event2026-03-31
Filed2026-04-15
SNPS
2.59%SYNOPSYS INC
Shares26.7K
Event2026-03-31
Filed2026-04-15
TRMB
0.21%TRIMBLE INC
Shares155.5K
Event2026-03-31
Filed2026-04-15
TMUS
26.95%T-MOBILE US INC
Shares45.2K
Event2026-03-31
Filed2026-04-15
CTSH
0.07%COGNIZANT TECHNOLOGY SOLUTIO
Shares150.9K
Event2026-03-31
Filed2026-04-15
APH
17.77%AMPHENOL CORP
Shares70.9K
Event2026-03-31
Filed2026-04-15
GEV
1981.20%GE VERNOVA INC
Shares10.1K
Event2026-03-31
Filed2026-04-15
PEG
9.26%PUBLIC SVC ENTERPRISE GROUP
Shares108.5K
Event2026-03-31
Filed2026-04-15
ADBE
-25.40%ADOBE INC
Shares35.8K
Event2026-03-31
Filed2026-04-15
GEHC
9.11%GE HEALTHCARE TECHNOLOGIES I
Shares120.2K
Event2026-03-31
Filed2026-04-15
SNX
10.06%TD SYNNEX CORPORATION
Shares49.1K
Event2026-03-31
Filed2026-04-15
PLTR
NewPALANTIR TECHNOLOGIES INC
Shares52.7K
Event2026-03-31
Filed2026-04-15
UBER
3.94%UBER TECHNOLOGIES INC
Shares106.4K
Event2026-03-31
Filed2026-04-15
MDY
3.84%STATE STR SPDR S&P MIDCAP 40
Shares11.9K
Event2026-03-31
Filed2026-04-15
IVV
-1.11%ISHARES TR
Shares11.2K
Event2026-03-31
Filed2026-04-15
BRK.A
-9.09%BERKSHIRE HATHAWAY INC DEL
Shares10
Event2026-03-31
Filed2026-04-15
MA
-46.04%MASTERCARD INCORPORATED
Shares14.3K
Event2026-03-31
Filed2026-04-15
MET
15.99%METLIFE INC
Shares99.3K
Event2026-03-31
Filed2026-04-15
BSX
1.30%BOSTON SCIENTIFIC CORP
Shares111.1K
Event2026-03-31
Filed2026-04-15
THE CIGNA GROUP
19.62%THE CIGNA GROUP
Shares25.8K
Event2026-03-31
Filed2026-04-15
SPGI
17.44%S&P GLOBAL INC
Shares16.0K
Event2026-03-31
Filed2026-04-15
LIBERTY MEDIA CORP DEL
NewLIBERTY MEDIA CORP DEL
Shares78.5K
Event2026-03-31
Filed2026-04-15
MU
346.14%MICRON TECHNOLOGY INC
Shares19.7K
Event2026-03-31
Filed2026-04-15
SCHW
-50.19%SCHWAB CHARLES CORP
Shares69.1K
Event2026-03-31
Filed2026-04-15
SPSB
9.60%SPDR SERIES TRUST
Shares204.5K
Event2026-03-31
Filed2026-04-15
UNH
-36.29%UNITEDHEALTH GROUP INC
Shares21.2K
Event2026-03-31
Filed2026-04-15
ARISTA NETWORKS INC
1116.72%ARISTA NETWORKS INC
Shares44.6K
Event2026-03-31
Filed2026-04-15
MNST
-52.46%MONSTER BEVERAGE CORP NEW
Shares74.9K
Event2026-03-31
Filed2026-04-15
EQIX
-14.13%EQUINIX INC
Shares5.4K
Event2026-03-31
Filed2026-04-15
LEN
30.13%LENNAR CORP
Shares59.4K
Event2026-03-31
Filed2026-04-15
AMGN
-3.19%AMGEN INC
Shares14.3K
Event2026-03-31
Filed2026-04-15
SBUX
-18.05%STARBUCKS CORP
Shares50.1K
Event2026-03-31
Filed2026-04-15
EEM
-60.32%ISHARES TR
Shares77.8K
Event2026-03-31
Filed2026-04-15
VO
0.65%VANGUARD INDEX FDS
Shares15.1K
Event2026-03-31
Filed2026-04-15
VONV
-24.77%VANGUARD SCOTTSDALE FDS
Shares45.9K
Event2026-03-31
Filed2026-04-15
AMT
-60.60%AMERICAN TOWER CORP
Shares24.3K
Event2026-03-31
Filed2026-04-15
SDY
-0.06%SPDR SERIES TRUST
Shares28.2K
Event2026-03-31
Filed2026-04-15
GWRE
13.26%GUIDEWIRE SOFTWARE INC
Shares27.0K
Event2026-03-31
Filed2026-04-15
IJR
-0.94%ISHARES TR
Shares30.2K
Event2026-03-31
Filed2026-04-15
SYY
1.83%SYSCO CORP
Shares50.9K
Event2026-03-31
Filed2026-04-15
LOW
5.12%LOWES COS INC
Shares14.7K
Event2026-03-31
Filed2026-04-15
ITOT
-1.95%ISHARES TR
Shares24.1K
Event2026-03-31
Filed2026-04-15
ABBV
6.83%ABBVIE INC
Shares15.6K
Event2026-03-31
Filed2026-04-15
NKE
-13.83%NIKE INC
Shares63.8K
Event2026-03-31
Filed2026-04-15
AXP
-0.81%AMERICAN EXPRESS CO
Shares11.2K
Event2026-03-31
Filed2026-04-15
RELY
-0.01%REMITLY GLOBAL INC
Shares208.2K
Event2026-03-31
Filed2026-04-15
DE
-1.28%DEERE & CO
Shares5.5K
Event2026-03-31
Filed2026-04-15
INVESCO QQQ TR
-3.92%INVESCO QQQ TR
Shares5.3K
Event2026-03-31
Filed2026-04-15
VGT
-8.40%VANGUARD WORLD FD
Shares4.4K
Event2026-03-31
Filed2026-04-15
ACWX
0.00%ISHARES TR
Shares44.4K
Event2026-03-31
Filed2026-04-15
XLV
-1.14%SELECT SECTOR SPDR TR
Shares19.7K
Event2026-03-31
Filed2026-04-15
BA
2.96%BOEING CO
Shares14.1K
Event2026-03-31
Filed2026-04-15
OMER
0.00%OMEROS CORP
Shares263.6K
Event2026-03-31
Filed2026-04-15
IWV
8.60%ISHARES TR
Shares7.4K
Event2026-03-31
Filed2026-04-15
VANGUARD INDEX FDS
-11.39%VANGUARD INDEX FDS
Shares4.4K
Event2026-03-31
Filed2026-04-15
SCHE
-12.63%SCHWAB STRATEGIC TR
Shares78.3K
Event2026-03-31
Filed2026-04-15
JCI
0.03%JOHNSON CONTROLS INTERNATION
Shares19.4K
Event2026-03-31
Filed2026-04-15
AMD
-15.60%ADVANCED MICRO DEVICES INC
Shares12.4K
Event2026-03-31
Filed2026-04-15
BDX
-51.03%BECTON DICKINSON & CO
Shares15.4K
Event2026-03-31
Filed2026-04-15
FTV
-60.11%FORTIVE CORP
Shares43.6K
Event2026-03-31
Filed2026-04-15
BBAX
-84.28%J P MORGAN EXCHANGE TRADED F
Shares39.1K
Event2026-03-31
Filed2026-04-15
VONG
-20.68%VANGUARD SCOTTSDALE FDS
Shares19.9K
Event2026-03-31
Filed2026-04-15
GLD
-1.83%SPDR GOLD TR
Shares5.0K
Event2026-03-31
Filed2026-04-15
ACCENTURE PLC IRELAND
-6.43%ACCENTURE PLC IRELAND
Shares10.0K
Event2026-03-31
Filed2026-04-15
QCOM
-0.72%QUALCOMM INC
Shares15.4K
Event2026-03-31
Filed2026-04-15
SMH
0.00%VANECK ETF TRUST
Shares4.8K
Event2026-03-31
Filed2026-04-15
CTAS
-78.19%CINTAS CORP
Shares10.8K
Event2026-03-31
Filed2026-04-15
JPST
-1.35%J P MORGAN EXCHANGE TRADED F
Shares35.8K
Event2026-03-31
Filed2026-04-15
ABT
14.50%ABBOTT LABORATORIES
Shares17.6K
Event2026-03-31
Filed2026-04-15
J
-4.62%JACOBS SOLUTIONS INC
Shares13.5K
Event2026-03-31
Filed2026-04-15
ADP
0.59%AUTOMATIC DATA PROCESSING IN
Shares8.3K
Event2026-03-31
Filed2026-04-15
CPRT
-4.96%COPART INC
Shares51.1K
Event2026-03-31
Filed2026-04-15
EMR
23.74%EMERSON ELEC CO
Shares12.7K
Event2026-03-31
Filed2026-04-15
BMY
13.38%BRISTOL-MYERS SQUIBB CO
Shares27.1K
Event2026-03-31
Filed2026-04-15
PFE
-1.10%PFIZER INC
Shares57.2K
Event2026-03-31
Filed2026-04-15
VTV
-11.46%VANGUARD INDEX FDS
Shares8.2K
Event2026-03-31
Filed2026-04-15
VXUS
-0.90%VANGUARD STAR FDS
Shares20.3K
Event2026-03-31
Filed2026-04-15
FI
-54.09%FISERV INC
Shares27.7K
Event2026-03-31
Filed2026-04-15
PM
6.92%PHILIP MORRIS INTL INC
Shares9.3K
Event2026-03-31
Filed2026-04-15
CSGP
-77.69%COSTAR GROUP INC
Shares37.1K
Event2026-03-31
Filed2026-04-15
SCHX
-0.43%SCHWAB STRATEGIC TR
Shares57.8K
Event2026-03-31
Filed2026-04-15
BLACKROCK INC
-5.91%BLACKROCK INC
Shares1.5K
Event2026-03-31
Filed2026-04-15
SCHA
-5.54%SCHWAB STRATEGIC TR
Shares47.6K
Event2026-03-31
Filed2026-04-15
SCHF
31.69%SCHWAB STRATEGIC TR
Shares54.0K
Event2026-03-31
Filed2026-04-15
VZ
14.18%VERIZON COMMUNICATIONS INC
Shares26.2K
Event2026-03-31
Filed2026-04-15
VYM
-0.54%VANGUARD WHITEHALL FDS
Shares8.7K
Event2026-03-31
Filed2026-04-15
INTC
3.14%INTEL CORP
Shares28.8K
Event2026-03-31
Filed2026-04-15
XLK
-3.83%SELECT SECTOR SPDR TR
Shares9.5K
Event2026-03-31
Filed2026-04-15
CL
-14.79%COLGATE PALMOLIVE CO
Shares14.8K
Event2026-03-31
Filed2026-04-15
AOA
0.00%ISHARES TR
Shares14.0K
Event2026-03-31
Filed2026-04-15
WAB
-0.38%WABTEC
Shares5.0K
Event2026-03-31
Filed2026-04-15
ISHARES GOLD TR
34.79%ISHARES GOLD TR
Shares13.7K
Event2026-03-31
Filed2026-04-15
ZTS
0.76%ZOETIS INC
Shares10.1K
Event2026-03-31
Filed2026-04-15
SCHD
17.90%SCHWAB STRATEGIC TR
Shares36.2K
Event2026-03-31
Filed2026-04-15
PAYX
6.23%PAYCHEX INC
Shares12.0K
Event2026-03-31
Filed2026-04-15
VUG
-0.71%VANGUARD INDEX FDS
Shares2.4K
Event2026-03-31
Filed2026-04-15
BZH
0.00%BEAZER HOMES USA INC
Shares53.1K
Event2026-03-31
Filed2026-04-15
ROCKET LAB CORP
4.63%ROCKET LAB CORP
Shares15.9K
Event2026-03-31
Filed2026-04-15
AGG
-4.38%ISHARES TR
Shares9.8K
Event2026-03-31
Filed2026-04-15
SCHG
-0.98%SCHWAB STRATEGIC TR
Shares32.7K
Event2026-03-31
Filed2026-04-15
BALL
-0.22%BALL CORP
Shares15.8K
Event2026-03-31
Filed2026-04-15
CVS
0.63%CVS HEALTH CORP
Shares12.7K
Event2026-03-31
Filed2026-04-15
USB
-2.05%US BANCORP
Shares17.4K
Event2026-03-31
Filed2026-04-15
VIG
-7.65%VANGUARD SPECIALIZED FUNDS
Shares4.2K
Event2026-03-31
Filed2026-04-15
PHYS
2.68%SPROTT ASSET MANAGEMENT LP
Shares25.2K
Event2026-03-31
Filed2026-04-15
GM
0.64%GENERAL MTRS CO
Shares11.7K
Event2026-03-31
Filed2026-04-15
IYY
0.00%ISHARES TR
Shares5.4K
Event2026-03-31
Filed2026-04-15
STZ
4.57%CONSTELLATION BRANDS INC
Shares5.7K
Event2026-03-31
Filed2026-04-15
MO
3.69%ALTRIA GROUP INC
Shares12.8K
Event2026-03-31
Filed2026-04-15
VRTX
-0.32%VERTEX PHARMACEUTICALS INC
Shares1.9K
Event2026-03-31
Filed2026-04-15
TFC
2.69%TRUIST FINL CORP
Shares18.2K
Event2026-03-31
Filed2026-04-15
OXY
-1.68%OCCIDENTAL PETE CORP
Shares12.8K
Event2026-03-31
Filed2026-04-15
VHT
-57.44%VANGUARD WORLD FD
Shares3.0K
Event2026-03-31
Filed2026-04-15
DG
0.52%DOLLAR GEN CORP
Shares6.9K
Event2026-03-31
Filed2026-04-15
FFIV
-0.38%F5 INC
Shares2.6K
Event2026-03-31
Filed2026-04-15
WM
12.55%WASTE MGMT INC DEL
Shares3.1K
Event2026-03-31
Filed2026-04-15
IRM
-2.38%IRON MTN INC DEL
Shares6.9K
Event2026-03-31
Filed2026-04-15
XLE
60.34%SELECT SECTOR SPDR TR
Shares11.3K
Event2026-03-31
Filed2026-04-15
TSM
-16.41%TAIWAN SEMICONDUCTOR MANUFAC
Shares2.0K
Event2026-03-31
Filed2026-04-15
RPM
0.01%RPM INTL INC
Shares6.7K
Event2026-03-31
Filed2026-04-15
IEUR
2.13%ISHARES TR
Shares9.5K
Event2026-03-31
Filed2026-04-15
LMT
21.29%LOCKHEED MARTIN CORP
Shares1.1K
Event2026-03-31
Filed2026-04-15
ESGV
-1.29%VANGUARD WORLD FD
Shares5.9K
Event2026-03-31
Filed2026-04-15
VBR
24.42%VANGUARD INDEX FDS
Shares3.0K
Event2026-03-31
Filed2026-04-15
GS
-1.17%GOLDMAN SACHS GROUP INC
Shares763
Event2026-03-31
Filed2026-04-15
PSLV
0.00%SPROTT ASSET MANAGEMENT LP
Shares25.2K
Event2026-03-31
Filed2026-04-15
EPAM
0.00%EPAM SYS INC
Shares4.4K
Event2026-03-31
Filed2026-04-15
MMM
41.10%3M CO
Shares4.1K
Event2026-03-31
Filed2026-04-15
KMB
-45.12%KIMBERLY-CLARK CORP
Shares5.7K
Event2026-03-31
Filed2026-04-15
RACE
0.31%FERRARI N V
Shares1.6K
Event2026-03-31
Filed2026-04-15
WEC ENERGY GROUP INC
4.26%WEC ENERGY GROUP INC
Shares4.8K
Event2026-03-31
Filed2026-04-15
FERGUSON ENTERPRISES INC
0.04%FERGUSON ENTERPRISES INC
Shares2.4K
Event2026-03-31
Filed2026-04-15
SCHZ
13.73%SCHWAB STRATEGIC TR
Shares23.9K
Event2026-03-31
Filed2026-04-15
APTIV PLC
0.13%APTIV PLC
Shares7.9K
Event2026-03-31
Filed2026-04-15
HFWA
-22.66%HERITAGE FINL CORP WASH
Shares21.0K
Event2026-03-31
Filed2026-04-15
DFUV
0.00%DIMENSIONAL ETF TRUST
Shares10.9K
Event2026-03-31
Filed2026-04-15
MAR
-0.80%MARRIOTT INTL INC NEW
Shares1.6K
Event2026-03-31
Filed2026-04-15
GENERAL DYNAMICS CORP
43.36%GENERAL DYNAMICS CORP
Shares1.5K
Event2026-03-31
Filed2026-04-15
WAT
NewWATERS CORP
Shares1.7K
Event2026-03-31
Filed2026-04-15
HYG
161.23%ISHARES TR
Shares6.5K
Event2026-03-31
Filed2026-04-15
BNDX
147.51%VANGUARD CHARLOTTE FDS
Shares10.7K
Event2026-03-31
Filed2026-04-15
AFL
14.90%AFLAC INC
Shares4.6K
Event2026-03-31
Filed2026-04-15
VOE
-0.33%VANGUARD INDEX FDS
Shares2.7K
Event2026-03-31
Filed2026-04-15
WMB
-16.19%WILLIAMS COS INC
Shares6.8K
Event2026-03-31
Filed2026-04-15
QUAL
-1.22%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-04-15
APD
18.53%AIR PRODUCTS AND CHEMICALS I
Shares1.7K
Event2026-03-31
Filed2026-04-15
WELL
-6.61%WELLTOWER INC
Shares2.4K
Event2026-03-31
Filed2026-04-15
IVW
-4.70%ISHARES TR
Shares4.1K
Event2026-03-31
Filed2026-04-15
MUB
0.00%ISHARES TR
Shares4.4K
Event2026-03-31
Filed2026-04-15
DFUS
-1.98%DIMENSIONAL ETF TRUST
Shares6.6K
Event2026-03-31
Filed2026-04-15
EL
0.03%LAUDER ESTEE COS INC
Shares6.4K
Event2026-03-31
Filed2026-04-15
UPRO
46.17%PROSHARES TR
Shares4.4K
Event2026-03-31
Filed2026-04-15
DUHP
0.00%DIMENSIONAL ETF TRUST
Shares11.5K
Event2026-03-31
Filed2026-04-15
AYI
-5.61%ACUITY INC
Shares1.4K
Event2026-03-31
Filed2026-04-15
NOC
-3.10%NORTHROP GRUMMAN CORP
Shares593
Event2026-03-31
Filed2026-04-15
IYH
17.77%ISHARES TR
Shares6.5K
Event2026-03-31
Filed2026-04-15
MLPA
0.00%GLOBAL X FDS
Shares7.4K
Event2026-03-31
Filed2026-04-15
IDV
0.00%ISHARES TR
Shares9.4K
Event2026-03-31
Filed2026-04-15
VNQ
0.00%VANGUARD INDEX FDS
Shares4.4K
Event2026-03-31
Filed2026-04-15
T
NewAT&T INC
Shares13.0K
Event2026-03-31
Filed2026-04-15
SO
52.41%SOUTHERN CO
Shares3.9K
Event2026-03-31
Filed2026-04-15
SPYD
2.79%SPDR SERIES TRUST
Shares8.1K
Event2026-03-31
Filed2026-04-15
AEP
17.64%AMERICAN ELEC PWR CO INC
Shares2.8K
Event2026-03-31
Filed2026-04-15
VXF
0.00%VANGUARD INDEX FDS
Shares1.8K
Event2026-03-31
Filed2026-04-15
HUM
-0.44%HUMANA INC
Shares2.1K
Event2026-03-31
Filed2026-04-15
EPD
-20.71%ENTERPRISE PRODS PARTNERS L
Shares9.3K
Event2026-03-31
Filed2026-04-15
CRWD
8.46%CROWDSTRIKE HLDGS INC
Shares897
Event2026-03-31
Filed2026-04-15
OEF
4.48%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-04-15
FCOM
-3.76%FIDELITY COVINGTON TRUST
Shares5.1K
Event2026-03-31
Filed2026-04-15
AVUV
0.00%AMERICAN CENTY ETF TR
Shares3.1K
Event2026-03-31
Filed2026-04-15
AZO
-0.97%AUTOZONE INC
Shares102
Event2026-03-31
Filed2026-04-15
ITA
0.00%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-04-15
IEMG
7.42%ISHARES INC
Shares4.8K
Event2026-03-31
Filed2026-04-15
ADI
NewANALOG DEVICES INC
Shares1.0K
Event2026-03-31
Filed2026-04-15
IEFA
-4.20%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-04-15
KMI
-17.29%KINDER MORGAN INC DEL
Shares9.5K
Event2026-03-31
Filed2026-04-15
WY
-3.46%WEYERHAEUSER CO
Shares12.9K
Event2026-03-31
Filed2026-04-15
SCHO
3.11%SCHWAB STRATEGIC TR
Shares12.7K
Event2026-03-31
Filed2026-04-15
DIA
-18.94%STATE STR SPDR DOW JONES IND
Shares659
Event2026-03-31
Filed2026-04-15
TT
0.42%TRANE TECHNOLOGIES PLC
Shares723
Event2026-03-31
Filed2026-04-15
CENCORA INC
0.11%CENCORA INC
Shares949
Event2026-03-31
Filed2026-04-15
JEPI
0.00%J P MORGAN EXCHANGE TRADED F
Shares5.2K
Event2026-03-31
Filed2026-04-15
NSC
42.21%NORFOLK SOUTHN CORP
Shares1.0K
Event2026-03-31
Filed2026-04-15
XNTK
0.00%SPDR SERIES TRUST
Shares1.1K
Event2026-03-31
Filed2026-04-15
ROK
-45.38%ROCKWELL AUTOMATION INC
Shares798
Event2026-03-31
Filed2026-04-15
ASML
0.95%ASML HLDG NV
Shares213
Event2026-03-31
Filed2026-04-15
SPYG
-30.54%SPDR SERIES TRUST
Shares2.9K
Event2026-03-31
Filed2026-04-15
SEAGATE TECHNOLOGY HLDNGS PL
NewSEAGATE TECHNOLOGY HLDNGS PL
Shares704
Event2026-03-31
Filed2026-04-15
FCX
NewFREEPORT MCMORAN INC
Shares4.7K
Event2026-03-31
Filed2026-04-15
SCHB
-4.40%SCHWAB STRATEGIC TR
Shares10.9K
Event2026-03-31
Filed2026-04-15
TSBK
0.00%TIMBERLAND BANCORP INC
Shares6.9K
Event2026-03-31
Filed2026-04-15
SHEL
-23.31%SHELL PLC
Shares2.9K
Event2026-03-31
Filed2026-04-15
SPIB
0.00%SPDR SERIES TRUST
Shares7.9K
Event2026-03-31
Filed2026-04-15
FNDC
NewSCHWAB STRATEGIC TR
Shares5.7K
Event2026-03-31
Filed2026-04-15
RFG
0.00%INVESCO EXCHANGE TRADED FD T
Shares4.8K
Event2026-03-31
Filed2026-04-15
NVS
1.06%NOVARTIS AG
Shares1.7K
Event2026-03-31
Filed2026-04-15
VUSB
0.00%VANGUARD BD INDEX FDS
Shares5.2K
Event2026-03-31
Filed2026-04-15
ITW
NewILLINOIS TOOL WKS INC
Shares976
Event2026-03-31
Filed2026-04-15
CLX
NewCLOROX CO DEL
Shares2.4K
Event2026-03-31
Filed2026-04-15
NRDS
-24.78%NERDWALLET INC
Shares24.3K
Event2026-03-31
Filed2026-04-15
CME
3.04%CME GROUP INC
Shares848
Event2026-03-31
Filed2026-04-15
BANR
0.00%BANNER CORP
Shares4.1K
Event2026-03-31
Filed2026-04-15
EBAY
-2.87%EBAY INC.
Shares2.7K
Event2026-03-31
Filed2026-04-15
USMV
-11.17%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-04-15
DLR
-37.89%DIGITAL RLTY TR INC
Shares1.3K
Event2026-03-31
Filed2026-04-15
WSM
0.00%WILLIAMS SONOMA INC
Shares1.3K
Event2026-03-31
Filed2026-04-15
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares5.2K
Event2026-03-31
Filed2026-04-15
VPU
-60.47%VANGUARD WORLD FD
Shares1.2K
Event2026-03-31
Filed2026-04-15
GBCI
-50.00%GLACIER BANCORP INC NEW
Shares5.2K
Event2026-03-31
Filed2026-04-15
GLW
NewCORNING INC
Shares1.7K
Event2026-03-31
Filed2026-04-15
NYT
NewNEW YORK TIMES CO MTN BE
Shares2.7K
Event2026-03-31
Filed2026-04-15
TIP
-16.27%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-04-15
BP
NewBP PLC
Shares4.6K
Event2026-03-31
Filed2026-04-15
AVLV
0.00%AMERICAN CENTY ETF TR
Shares2.7K
Event2026-03-31
Filed2026-04-15
KR
NewKROGER CO
Shares2.9K
Event2026-03-31
Filed2026-04-15
AMTM
-1.43%AMENTUM HOLDINGS INC
Shares8.0K
Event2026-03-31
Filed2026-04-15
TFLO
0.00%ISHARES TR
Shares4.1K
Event2026-03-31
Filed2026-04-15
PSA
NewPUBLIC STORAGE OPER CO
Shares771
Event2026-03-31
Filed2026-04-15
VGK
0.00%VANGUARD INTL EQUITY INDEX F
Shares2.5K
Event2026-03-31
Filed2026-04-15
GIS
-10.15%GENERAL MILLS INC
Shares5.5K
Event2026-03-31
Filed2026-04-15
XLC
-51.55%SELECT SECTOR SPDR TR
Shares1.8K
Event2026-03-31
Filed2026-04-15
XLU
NewSELECT SECTOR SPDR TR
Shares4.4K
Event2026-03-31
Filed2026-04-15
DON
NewWISDOMTREE TR
Shares3.8K
Event2026-03-31
Filed2026-04-15
TENB
NewTENABLE HLDGS INC
Shares10.1K
Event2026-03-31
Filed2026-04-15
RVSB
0.00%RIVERVIEW BANCORP INC
Shares22.5K
Event2026-03-31
Filed2026-04-15
NAUT
0.00%NAUTILUS BIOTECHNOLOGY INC
Shares30.0K
Event2026-03-31
Filed2026-04-15
WIT
0.00%WIPRO LTD
Shares12.0K
Event2026-03-31
Filed2026-04-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available