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The Analysis of Badgley Phelps Wealth Managers, LLC's Holdings & P&L

Currently, Badgley Phelps Wealth Managers, LLC holds 333 types of securities in its portfolio with a total value $5.7B. In the most recent quarter, they have increased their positions in IWF (+389.2K shares, valued at $48.3M), BKNG (+160.2K shares, valued at $28.5M), SMMD (+279.5K shares, valued at $25.6M); decreased their positions in IWR (-170.5K shares, valued at $18.8M), PEG (-102.4K shares, valued at $8.3M), GEHC (-106.1K shares, valued at $6.8M); initiated new positions in SMMD (+279.5K shares, valued at $25.6M), EWY (+61.7K shares, valued at $12.5M), N/A (+48.2K shares, valued at $10.8M).

1M P&L

-20.5M-0.42%

3M P&L

+223.8M+4.85%

HY P&L

+348.2M+7.75%

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/A1.8B

37.7%

2Semiconductors392.8M

8.1%

3Software - Infrastructure323.5M

6.7%

Top Industries by Stock Count

1N/A111 stocks

38.5%

2Semiconductors9 stocks

3.1%

3Drug Manufacturers - General9 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.4M shares0.10%2026-06-302026-07-31

AAPL APPLE INC861.4K shares0.68%2026-06-302026-07-31

MSFT MICROSOFT CORP647.0K shares0.57%2026-06-302026-07-31

EFA ISHARES TR2.3M shares2.14%2026-06-302026-07-31

VB VANGUARD INDEX FDS653.2K shares-3.01%2026-06-302026-07-31

AMZN AMAZON COM INC645.4K shares0.45%2026-06-302026-07-31

VWO VANGUARD INTL EQUITY INDEX F2.5M shares2.10%2026-06-302026-07-31

IJH ISHARES TR1.8M shares1.31%2026-06-302026-07-31

Sponsored

VEA VANGUARD TAX-MANAGED FDS1.9M shares3.48%2026-06-302026-07-31

GOOG ALPHABET INC327.3K shares2.82%2026-06-302026-07-31

GOOGL ALPHABET INC311.2K shares-2.38%2026-06-302026-07-31

LLY ELI LILLY & CO92.6K shares-0.76%2026-06-302026-07-31

IWO ISHARES TR228.4K shares1.89%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO274.6K shares-0.43%2026-06-302026-07-31

LRCX LAM RESEARCH CORP205.8K shares-7.06%2026-06-302026-07-31

IWN ISHARES TR397.9K shares1.96%2026-06-302026-07-31

Sponsored

VGIT VANGUARD SCOTTSDALE FDS1.5M shares1.80%2026-06-302026-07-31

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION90.6K shares2.44%2026-06-302026-07-31

BROADCOM INC BROADCOM INC206.4K shares1.44%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL152.9K shares-0.53%2026-06-302026-07-31

VISA INC VISA INC202.8K shares1.09%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC121.8K shares-0.13%2026-06-302026-07-31

CAT CATERPILLAR INC63.5K shares4.72%2026-06-302026-07-31

PANW PALO ALTO NETWORKS INC187.9K shares7.64%2026-06-302026-07-31

Sponsored

IWD ISHARES TR259.9K shares3.35%2026-06-302026-07-31

IWF ISHARES TR506.8K shares330.87%2026-06-302026-07-31

APPLIED MATLS INC APPLIED MATLS INC82.6K shares-0.12%2026-06-302026-07-31

MS MORGAN STANLEY283.7K shares-2.08%2026-06-302026-07-31

IWR ISHARES TR519.2K shares-24.72%2026-06-302026-07-31

VV VANGUARD INDEX FDS162.4K shares1.60%2026-06-302026-07-31

SPDR SERIES TRUST SPDR SERIES TRUST623.0K shares-2.75%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC461.9K shares-1.52%2026-06-302026-07-31

Sponsored

COLM COLUMBIA SPORTSWEAR CO768.8K shares0.00%2026-06-302026-07-31

WMT WALMART INC387.2K shares-1.46%2026-06-302026-07-31

LIN LINDE PLC78.3K shares-4.16%2026-06-302026-07-31

RSP INVESCO EXCHANGE TRADED FD T190.5K shares9.17%2026-06-302026-07-31

VLO VALERO ENERGY CORP155.5K shares-4.18%2026-06-302026-07-31

BIV VANGUARD BD INDEX FDS523.8K shares1.73%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON158.1K shares-1.78%2026-06-302026-07-31

BAC BANK OF AMER CORP690.6K shares0.91%2026-06-302026-07-31

Sponsored

MRVL MARVELL TECHNOLOGY INC128.6K shares0.68%2026-06-302026-07-31

IWP ISHARES TR250.9K shares1.57%2026-06-302026-07-31

PH PARKER-HANNIFIN CORP36.0K shares1.88%2026-06-302026-07-31

IWM ISHARES TR114.3K shares-14.35%2026-06-302026-07-31

MU MICRON TECHNOLOGY INC29.6K shares50.23%2026-06-302026-07-31

TSLA TESLA INC76.6K shares6.75%2026-06-302026-07-31

QUANTA SVCS INC QUANTA SVCS INC44.0K shares0.23%2026-06-302026-07-31

PG PROCTER & GAMBLE CO210.4K shares1.31%2026-06-302026-07-31

Sponsored

HD HOME DEPOT INC87.0K shares-3.81%2026-06-302026-07-31

BKNG BOOKING HOLDINGS INC167.9K shares2064.36%2026-06-302026-07-31

IWS ISHARES TR181.2K shares1.52%2026-06-302026-07-31

NI NISOURCE INC623.0K shares-0.49%2026-06-302026-07-31

VRT VERTIV HOLDINGS CO87.9K shares7.46%2026-06-302026-07-31

PLD PROLOGIS INC.212.4K shares0.09%2026-06-302026-07-31

VCIT VANGUARD SCOTTSDALE FDS346.7K shares1.58%2026-06-302026-07-31

UNP UNION PAC CORP101.9K shares0.25%2026-06-302026-07-31

Sponsored

KO COCA COLA CO333.8K shares-0.13%2026-06-302026-07-31

CHUBB LIMITED CHUBB LIMITED76.1K shares1.05%2026-06-302026-07-31

SMMD ISHARES TR279.5K sharesnew addition2026-06-302026-07-31

GE GE AEROSPACE67.4K shares1.29%2026-06-302026-07-31

MCK MCKESSON CORP31.1K shares0.75%2026-06-302026-07-31

URI UNITED RENTALS INC20.1K shares1.45%2026-06-302026-07-31

SERVICENOW INC SERVICENOW INC228.3K shares2.18%2026-06-302026-07-31

DHR DANAHER CORP DEL116.0K shares-3.27%2026-06-302026-07-31

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F261.8K shares1.85%2026-06-302026-07-31

CVX CHEVRON CORPORATION129.2K shares-0.98%2026-06-302026-07-31

TMO THERMO FISHER SCIENTIFIC INC42.4K shares-4.76%2026-06-302026-07-31

EOG EOG RES INC161.4K shares-0.23%2026-06-302026-07-31

NEXTERA ENERGY INC NEXTERA ENERGY INC233.8K shares0.87%2026-06-302026-07-31

IWB ISHARES TR49.0K shares-2.88%2026-06-302026-07-31

DJP BARCLAYS BANK PLC457.3K shares1.96%2026-06-302026-07-31

ETN EATON CORP PLC46.0K shares2.29%2026-06-302026-07-31

Sponsored

TXN TEXAS INSTRS INC65.1K shares13.49%2026-06-302026-07-31

ORLY OREILLY AUTOMOTIVE INC209.2K shares1.04%2026-06-302026-07-31

MDLZ MONDELEZ INTL INC326.1K shares2.10%2026-06-302026-07-31

PCAR PACCAR INC157.0K shares-0.04%2026-06-302026-07-31

SYK STRYKER CORPORATION59.2K shares-5.39%2026-06-302026-07-31

MMC MARSH & MCLENNAN COS INC110.5K shares-3.06%2026-06-302026-07-31

MRK MERCK & CO INC140.6K shares6.94%2026-06-302026-07-31

MEDTRONIC PLC MEDTRONIC PLC229.2K shares0.07%2026-06-302026-07-31

Sponsored

TJX TJX COS INC NEW119.1K shares3.83%2026-06-302026-07-31

ECL ECOLAB INC61.6K shares1.59%2026-06-302026-07-31

ORACLE CORP ORACLE CORP116.6K shares-0.92%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T22.8K shares-3.01%2026-06-302026-07-31

LHX L3HARRIS TECHNOLOGIES INC58.5K shares1.44%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP123.8K shares2.91%2026-06-302026-07-31

VEU VANGUARD INTL EQUITY INDEX F194.7K shares-0.67%2026-06-302026-07-31

CRM SALESFORCE INC102.8K shares-3.34%2026-06-302026-07-31

Sponsored

SHW SHERWIN WILLIAMS CO46.5K shares1.64%2026-06-302026-07-31

MCD MCDONALDS CORP58.9K shares-2.55%2026-06-302026-07-31

GEV GE VERNOVA INC13.5K shares34.00%2026-06-302026-07-31

CCK CROWN HLDGS INC140.1K shares-7.44%2026-06-302026-07-31

GILD GILEAD SCIENCES INC122.3K shares0.06%2026-06-302026-07-31

APH AMPHENOL CORP83.5K shares17.71%2026-06-302026-07-31

GVI ISHARES TR137.1K shares11.17%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS39.3K shares-2.73%2026-06-302026-07-31

Sponsored

SNX TD SYNNEX CORPORATION54.0K shares10.00%2026-06-302026-07-31

KKR KKR & CO INC156.3K shares0.63%2026-06-302026-07-31

DIS DISNEY WALT CO147.1K shares3.35%2026-06-302026-07-31

IBM INTERNATIONAL BUSINESS MACHS49.4K shares3.20%2026-06-302026-07-31

INTC INTEL CORP91.8K shares218.92%2026-06-302026-07-31

EWY ISHARES INC61.7K sharesnew addition2026-06-302026-07-31

AMD ADVANCED MICRO DEVICES INC21.0K shares69.58%2026-06-302026-07-31

UPS UNITED PARCEL SVCS INC112.3K shares-0.10%2026-06-302026-07-31

Sponsored

SNPS SYNOPSYS INC26.9K shares0.91%2026-06-302026-07-31

NETFLIX INC. NETFLIX INC.168.2K shares6.13%2026-06-302026-07-31

HONEYWELL INTL INC HONEYWELL INTL INC48.2K sharesnew addition2026-06-302026-07-31

ISRG INTUITIVE SURGICAL INC26.1K shares8.04%2026-06-302026-07-31

DAL DELTA AIR LINES INC103.8K sharesnew addition2026-06-302026-07-31

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC44.0K sharesnew addition2026-06-302026-07-31

ANET ARISTA NETWORKS INC51.0K shares14.27%2026-06-302026-07-31

MDY STATE STR SPDR S&P MIDCAP 4012.2K shares2.09%2026-06-302026-07-31

Sponsored

MET METLIFE INC100.9K shares1.60%2026-06-302026-07-31

PEP PEPSICO INC63.0K shares-8.60%2026-06-302026-07-31

ISHARES TR ISHARES TR11.4K shares1.89%2026-06-302026-07-31

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL89.2K shares13.57%2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION44.1K shares-23.41%2026-06-302026-07-31

TMUS T-MOBILE US INC49.4K shares9.44%2026-06-302026-07-31

UBER UBER TECHNOLOGIES INC112.9K shares6.11%2026-06-302026-07-31

TRMB TRIMBLE INC157.4K shares1.26%2026-06-302026-07-31

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC66.3K shares25.73%2026-06-302026-07-31

CI THE CIGNA GROUP27.1K shares4.78%2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC17.6K shares-17.16%2026-06-302026-07-31

S&P GLOBAL INC S&P GLOBAL INC16.8K shares5.01%2026-06-302026-07-31

SPSB SPDR SERIES TRUST226.3K shares10.64%2026-06-302026-07-31

BRK.A BERKSHIRE HATHAWAY INC DEL9 shares-10.00%2026-06-302026-07-31

KRMN KARMAN HLDGS INC129.3K shares-7.18%2026-06-302026-07-31

MASTERCARD INCORPORATED MASTERCARD INCORPORATED11.5K shares-19.64%2026-06-302026-07-31

Sponsored

LEN LENNAR CORP63.1K shares6.25%2026-06-302026-07-31

EQIX EQUINIX INC5.4K shares-0.53%2026-06-302026-07-31

ADOBE INC ADOBE INC27.4K shares-23.57%2026-06-302026-07-31

MNST MONSTER BEVERAGE CORP NEW54.7K shares-26.99%2026-06-302026-07-31

AMGN AMGEN INC14.3K shares0.05%2026-06-302026-07-31

SCHW SCHWAB CHARLES CORP54.2K shares-21.46%2026-06-302026-07-31

RELY REMITLY GLOBAL INC219.5K shares5.42%2026-06-302026-07-31

VO VANGUARD INDEX FDS60.8K shares302.50%2026-06-302026-07-31

Sponsored

SBUX STARBUCKS CORP47.6K shares-4.97%2026-06-302026-07-31

VONV VANGUARD SCOTTSDALE FDS42.4K shares-7.75%2026-06-302026-07-31

IJR ISHARES TR30.2K shares-0.09%2026-06-302026-07-31

SDY SPDR SERIES TRUST28.0K shares-0.76%2026-06-302026-07-31

SYY SYSCO CORP50.3K shares-1.09%2026-06-302026-07-31

EEM ISHARES TR60.6K shares-22.04%2026-06-302026-07-31

ITOT ISHARES TR24.1K shares0.04%2026-06-302026-07-31

ABBVIE INC ABBVIE INC15.6K shares-0.42%2026-06-302026-07-31

Sponsored

VGT VANGUARD WORLD FD32.3K shares637.96%2026-06-302026-07-31

AXP AMERICAN EXPRESS CO11.3K shares0.46%2026-06-302026-07-31

QQQ INVESCO QQQ TR5.1K shares-3.44%2026-06-302026-07-31

DE DEERE & CO5.5K shares-0.45%2026-06-302026-07-31

LOW LOWES COS INC14.8K shares0.91%2026-06-302026-07-31

VOO VANGUARD INDEX FDS4.7K shares7.41%2026-06-302026-07-31

ACWX ISHARES TR42.2K shares-5.01%2026-06-302026-07-31

XLV SELECT SECTOR SPDR TR19.6K shares-0.73%2026-06-302026-07-31

Sponsored

BA BOEING CO14.2K shares0.85%2026-06-302026-07-31

IWV ISHARES TR7.1K shares-3.68%2026-06-302026-07-31

SMH VANECK ETF TRUST4.5K shares-5.86%2026-06-302026-07-31

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION19.5K shares0.42%2026-06-302026-07-31

QCOM QUALCOMM INC15.4K shares-0.01%2026-06-302026-07-31

AMT AMERICAN TOWER CORP17.0K shares-30.25%2026-06-302026-07-31

SCHE SCHWAB STRATEGIC TR75.2K shares-4.04%2026-06-302026-07-31

NKE NIKE INC63.6K shares-0.24%2026-06-302026-07-31

Sponsored

VONG VANGUARD SCOTTSDALE FDS19.9K shares-0.20%2026-06-302026-07-31

OMER OMEROS CORP263.6K shares0.00%2026-06-302026-07-31

FTV FORTIVE CORP32.5K shares-25.44%2026-06-302026-07-31

XLK SELECT SECTOR SPDR TR10.3K shares8.15%2026-06-302026-07-31

ADP AUTOMATIC DATA PROCESSING IN8.3K shares-0.85%2026-06-302026-07-31

VTV VANGUARD INDEX FDS8.5K shares3.84%2026-06-302026-07-31

GLD SPDR GOLD TR5.0K shares0.10%2026-06-302026-07-31

BDX BECTON DICKINSON & CO11.9K shares-22.40%2026-06-302026-07-31

Sponsored

EMR EMERSON ELEC CO12.5K shares-1.30%2026-06-302026-07-31

JPST J P MORGAN EXCHANGE TRADED F33.7K shares-5.81%2026-06-302026-07-31

J JACOBS SOLUTIONS INC13.5K shares-0.44%2026-06-302026-07-31

SCHX SCHWAB STRATEGIC TR57.1K shares-1.27%2026-06-302026-07-31

PM PHILIP MORRIS INTL INC9.1K shares-2.21%2026-06-302026-07-31

ABT ABBOTT LABORATORIES18.2K shares3.47%2026-06-302026-07-31

SCHA SCHWAB STRATEGIC TR44.6K shares-6.36%2026-06-302026-07-31

WDC WESTERN DIGITAL CORP2.4K sharesnew addition2026-06-302026-07-31

Sponsored

BMY BRISTOL-MYERS SQUIBB CO26.0K shares-3.94%2026-06-302026-07-31

BZH BEAZER HOMES USA INC53.1K shares0.00%2026-06-302026-07-31

CPRT COPART INC51.0K shares-0.22%2026-06-302026-07-31

VXUS VANGUARD STAR FDS16.7K shares-17.55%2026-06-302026-07-31

BLK BLACKROCK INC1.5K shares-1.02%2026-06-302026-07-31

SNDK SANDISK CORP609 sharesnew addition2026-06-302026-07-31

AOA ISHARES TR14.0K shares0.00%2026-06-302026-07-31

VYM VANGUARD WHITEHALL FDS8.6K shares-1.54%2026-06-302026-07-31

Sponsored

PFE PFIZER INC56.1K shares-1.90%2026-06-302026-07-31

WAB WABTEC5.0K shares0.00%2026-06-302026-07-31

VUG VANGUARD INDEX FDS15.3K shares545.64%2026-06-302026-07-31

CVS CVS HEALTH CORP12.6K shares-1.03%2026-06-302026-07-31

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.0K shares-0.32%2026-06-302026-07-31

BBAX J P MORGAN EXCHANGE TRADED F20.7K shares-47.15%2026-06-302026-07-31

PAYX PAYCHEX INC12.1K shares0.83%2026-06-302026-07-31

SCHF SCHWAB STRATEGIC TR41.5K shares-23.19%2026-06-302026-07-31

Sponsored

CTAS CINTAS CORP6.7K shares-37.51%2026-06-302026-07-31

CL COLGATE PALMOLIVE CO12.2K shares-17.41%2026-06-302026-07-31

SCHG SCHWAB STRATEGIC TR32.8K shares0.43%2026-06-302026-07-31

SCHD SCHWAB STRATEGIC TR34.8K shares-3.83%2026-06-302026-07-31

FFIV F5 INC2.6K shares0.00%2026-06-302026-07-31

IAU ISHARES GOLD TR14.5K shares6.08%2026-06-302026-07-31

ISHARES TR ISHARES TR10.8K shares10.31%2026-06-302026-07-31

USB US BANCORP17.3K shares-0.24%2026-06-302026-07-31

Sponsored

VIG VANGUARD SPECIALIZED FUNDS4.4K shares5.06%2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS INC24.2K shares-7.81%2026-06-302026-07-31

TSM TAIWAN SEMICONDUCTOR MANUFAC2.0K shares2.33%2026-06-302026-07-31

VRTX VERTEX PHARMACEUTICALS INC1.9K shares2.60%2026-06-302026-07-31

FI FISERV INC19.5K shares-29.43%2026-06-302026-07-31

BALL BALL CORP15.3K shares-2.91%2026-06-302026-07-31

MO ALTRIA GROUP INC12.8K shares-0.02%2026-06-302026-07-31

TFC TRUIST FINL CORP18.2K shares-0.04%2026-06-302026-07-31

Sponsored

GS GOLDMAN SACHS GROUP INC897 shares17.56%2026-06-302026-07-31

IYY ISHARES TR5.0K shares-8.46%2026-06-302026-07-31

GM GENERAL MTRS CO11.7K shares0.33%2026-06-302026-07-31

GEHC GE HEALTHCARE TECHNOLOGIES I14.1K shares-88.29%2026-06-302026-07-31

IRM IRON MTN INC DEL6.9K shares-0.04%2026-06-302026-07-31

HUM HUMANA INC2.1K shares0.00%2026-06-302026-07-31

RKLB ROCKET LAB CORP8.0K shares-49.50%2026-06-302026-07-31

DG DOLLAR GEN CORP6.9K shares-0.52%2026-06-302026-07-31

Sponsored

ESGV VANGUARD WORLD FD5.9K shares0.00%2026-06-302026-07-31

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC5.4K shares-5.28%2026-06-302026-07-31

RPM RPM INTL INC6.7K shares-0.01%2026-06-302026-07-31

ZOETIS INC ZOETIS INC10.0K shares-0.75%2026-06-302026-07-31

IEUR ISHARES TR9.5K shares0.00%2026-06-302026-07-31

CSGP COSTAR GROUP INC24.9K shares-32.75%2026-06-302026-07-31

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL714 shares1.42%2026-06-302026-07-31

WASTE MGMT INC DEL WASTE MGMT INC DEL3.1K shares-1.25%2026-06-302026-07-31

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP22.7K shares-9.92%2026-06-302026-07-31

VBR VANGUARD INDEX FDS2.7K shares-8.10%2026-06-302026-07-31

IVW ISHARES TR4.6K shares11.75%2026-06-302026-07-31

KMB KIMBERLY-CLARK CORP5.7K shares-0.02%2026-06-302026-07-31

3M CO 3M CO3.9K shares-5.11%2026-06-302026-07-31

WMB WILLIAMS COS INC8.4K shares23.25%2026-06-302026-07-31

OXY OCCIDENTAL PETE CORP12.8K shares-0.07%2026-06-302026-07-31

HFWA HERITAGE FINL CORP WASH21.0K shares0.00%2026-06-302026-07-31

Sponsored

RACE FERRARI N V1.6K shares-0.30%2026-06-302026-07-31

VNQ VANGUARD INDEX FDS6.2K shares40.85%2026-06-302026-07-31

DFUV DIMENSIONAL ETF TRUST10.9K shares0.00%2026-06-302026-07-31

MAR MARRIOTT INTL INC NEW1.6K shares-0.25%2026-06-302026-07-31

XLE SELECT SECTOR SPDR TR10.7K shares-5.35%2026-06-302026-07-31

QUAL ISHARES TR2.6K shares0.00%2026-06-302026-07-31

FERG FERGUSON ENTERPRISES INC2.4K shares-0.04%2026-06-302026-07-31

GD GENERAL DYNAMICS CORP1.6K shares4.90%2026-06-302026-07-31

Sponsored

WEC WEC ENERGY GROUP INC4.8K shares0.00%2026-06-302026-07-31

DFUS DIMENSIONAL ETF TRUST6.8K shares3.65%2026-06-302026-07-31

VHT VANGUARD WORLD FD1.8K shares-39.02%2026-06-302026-07-31

VOE VANGUARD INDEX FDS2.8K shares1.73%2026-06-302026-07-31

WELL WELLTOWER INC2.4K shares-0.08%2026-06-302026-07-31

AFL AFLAC INC4.6K shares-0.04%2026-06-302026-07-31

LMT LOCKHEED MARTIN CORP1.0K shares-5.39%2026-06-302026-07-31

BNDX VANGUARD CHARLOTTE FDS10.7K shares0.00%2026-06-302026-07-31

Sponsored

HYG ISHARES TR6.5K shares0.00%2026-06-302026-07-31

EL LAUDER ESTEE COS INC6.4K shares-0.03%2026-06-302026-07-31

SCHZ SCHWAB STRATEGIC TR21.6K shares-9.30%2026-06-302026-07-31

PEG PUBLIC SVC ENTERPRISE GROUP6.1K shares-94.37%2026-06-302026-07-31

ISHARES TR ISHARES TR5.0K shares40.73%2026-06-302026-07-31

ASML ASML HLDG NV243 shares14.08%2026-06-302026-07-31

APTIV PLC APTIV PLC7.9K shares-0.19%2026-06-302026-07-31

DUHP DIMENSIONAL ETF TRUST11.5K shares0.00%2026-06-302026-07-31

Sponsored

ACUITY INC ACUITY INC1.2K shares-13.83%2026-06-302026-07-31

APD AIR PRODUCTS AND CHEMICALS I1.5K shares-8.24%2026-06-302026-07-31

XNTK SPDR SERIES TRUST1.1K shares0.00%2026-06-302026-07-31

VXF VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-31

OEF ISHARES TR1.1K shares0.00%2026-06-302026-07-31

IEMG ISHARES INC4.8K shares0.00%2026-06-302026-07-31

ITA ISHARES TR1.6K shares5.79%2026-06-302026-07-31

AVUV AMERICAN CENTY ETF TR3.1K shares0.00%2026-06-302026-07-31

Sponsored

IDV ISHARES TR9.4K shares0.00%2026-06-302026-07-31

SPYD SPDR SERIES TRUST8.1K shares0.00%2026-06-302026-07-31

ADI ANALOG DEVICES INC949 shares-7.50%2026-06-302026-07-31

CTSH COGNIZANT TECHNOLOGY SOLUTIO9.6K shares-93.61%2026-06-302026-07-31

IYH ISHARES TR5.5K shares-15.09%2026-06-302026-07-31

MLPA GLOBAL X FDS7.0K shares-6.32%2026-06-302026-07-31

KLAC KLA CORP1.2K sharesnew addition2026-06-302026-07-31

SOUTHERN CO SOUTHERN CO3.8K shares-2.20%2026-06-302026-07-31

Sponsored

TT TRANE TECHNOLOGIES PLC722 shares-0.14%2026-06-302026-07-31

DIA STATE STR SPDR DOW JONES IND660 shares0.15%2026-06-302026-07-31

EPAM EPAM SYS INC4.3K shares-2.27%2026-06-302026-07-31

FCOM FIDELITY COVINGTON TRUST4.9K shares-4.01%2026-06-302026-07-31

EPD ENTERPRISE PRODS PARTNERS L9.3K shares0.00%2026-06-302026-07-31

PSLV SPROTT ASSET MANAGEMENT LP17.7K shares-29.58%2026-06-302026-07-31

NSC NORFOLK SOUTHN CORP1.1K shares2.33%2026-06-302026-07-31

AZO AUTOZONE INC102 shares0.00%2026-06-302026-07-31

Sponsored

PNC PNC FINL SVCS GROUP INC1.3K sharesnew addition2026-06-302026-07-31

RFG INVESCO EXCHANGE TRADED FD T4.8K shares0.00%2026-06-302026-07-31

TSBK TIMBERLAND BANCORP INC6.9K shares0.00%2026-06-302026-07-31

BSX BOSTON SCIENTIFIC CORP7.2K shares-93.52%2026-06-302026-07-31

SCHO SCHWAB STRATEGIC TR12.7K shares0.21%2026-06-302026-07-31

EBAY EBAY INC.2.7K shares0.81%2026-06-302026-07-31

WSM WILLIAMS SONOMA INC1.3K shares0.00%2026-06-302026-07-31

KMI KINDER MORGAN INC DEL9.5K shares-0.36%2026-06-302026-07-31

Sponsored

NOC NORTHROP GRUMMAN CORP582 shares-1.85%2026-06-302026-07-31

SCHB SCHWAB STRATEGIC TR10.2K shares-6.24%2026-06-302026-07-31

VUSB VANGUARD BD INDEX FDS5.9K shares14.06%2026-06-302026-07-31

JEPI J P MORGAN EXCHANGE TRADED F5.2K shares-0.50%2026-06-302026-07-31

NVS NOVARTIS AG1.9K shares8.93%2026-06-302026-07-31

FREEPORT MCMORAN INC FREEPORT MCMORAN INC4.6K shares-1.03%2026-06-302026-07-31

PRFZ INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2026-06-302026-07-31

BND VANGUARD BD INDEX FDS3.9K sharesnew addition2026-06-302026-07-31

Sponsored

FNDC SCHWAB STRATEGIC TR5.9K shares2.72%2026-06-302026-07-31

WY WEYERHAEUSER CO11.9K shares-8.16%2026-06-302026-07-31

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC2.3K shares-91.50%2026-06-302026-07-31

ROK ROCKWELL AUTOMATION INC567 shares-28.95%2026-06-302026-07-31

BANR BANNER CORP4.1K shares0.00%2026-06-302026-07-31

ITW ILLINOIS TOOL WKS INC1.0K shares2.56%2026-06-302026-07-31

GLW CORNING INC1.1K shares-38.31%2026-06-302026-07-31

GBCI GLACIER BANCORP INC NEW5.2K shares0.00%2026-06-302026-07-31

Sponsored

CMI CUMMINS INC378 sharesnew addition2026-06-302026-07-31

SPIB SPDR SERIES TRUST7.9K shares0.00%2026-06-302026-07-31

SWAN AMPLIFY ETF TR7.4K sharesnew addition2026-06-302026-07-31

PSA PUBLIC STORAGE771 shares0.00%2026-06-302026-07-31

SPHQ INVESCO EXCHANGE TRADED FD T2.7K sharesnew addition2026-06-302026-07-31

AVLV AMERICAN CENTY ETF TR2.7K shares0.00%2026-06-302026-07-31

T AT&T INC11.7K shares-10.45%2026-06-302026-07-31

SPYG SPDR SERIES TRUST2.0K shares-29.38%2026-06-302026-07-31

Sponsored

DLR DIGITAL RLTY TR INC1.3K shares-1.96%2026-06-302026-07-31

NVO NOVO-NORDISK A S4.9K sharesnew addition2026-06-302026-07-31

VBK VANGUARD INDEX FDS636 sharesnew addition2026-06-302026-07-31

COR CENCORA INC819 shares-13.70%2026-06-302026-07-31

PHM PULTE GROUP INC1.7K sharesnew addition2026-06-302026-07-31

TIP ISHARES TR2.1K shares4.26%2026-06-302026-07-31

USMV ISHARES TR2.4K shares-11.02%2026-06-302026-07-31

VMI VALMONT INDS INC385 sharesnew addition2026-06-302026-07-31

Sponsored

ONEQ FIDELITY COMWLTH TR2.1K sharesnew addition2026-06-302026-07-31

IJT ISHARES TR1.2K sharesnew addition2026-06-302026-07-31

DON WISDOMTREE TR3.8K shares0.00%2026-06-302026-07-31

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.3K sharesnew addition2026-06-302026-07-31

AEP AMERICAN ELEC PWR CO INC1.5K shares-45.26%2026-06-302026-07-31

TTD THE TRADE DESK INC11.5K sharesnew addition2026-06-302026-07-31

SPDW SPDR INDEX SHS FDS4.1K sharesnew addition2026-06-302026-07-31

ESGU ISHARES TR1.2K sharesnew addition2026-06-302026-07-31

Sponsored

NRDS NERDWALLET INC16.2K shares-33.33%2026-06-302026-07-31

RVSB RIVERVIEW BANCORP INC22.5K shares0.00%2026-06-302026-07-31

NAUT NAUTILUS BIOTECHNOLOGY INC30.0K shares0.00%2026-06-302026-07-31

ONCOLYTICS BIOTECH INC ONCOLYTICS BIOTECH INC40.0K sharesnew addition2026-06-302026-07-31

WIT WIPRO LTD12.0K shares0.00%2026-06-302026-07-31

NVDA

NVIDIA CORPORATION

0.10%

Shares1.4M

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

0.68%

Shares861.4K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

0.57%

Shares647.0K

Event2026-06-30

Filed2026-07-31

EFA

ISHARES TR

2.14%

Shares2.3M

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

-3.01%

Shares653.2K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

0.45%

Shares645.4K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD INTL EQUITY INDEX F

2.10%

Shares2.5M

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

1.31%

Shares1.8M

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

3.48%

Shares1.9M

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

2.82%

Shares327.3K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

-2.38%

Shares311.2K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

-0.76%

Shares92.6K

Event2026-06-30

Filed2026-07-31

IWO

ISHARES TR

1.89%

Shares228.4K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

-0.43%

Shares274.6K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

-7.06%

Shares205.8K

Event2026-06-30

Filed2026-07-31

IWN

ISHARES TR

1.96%

Shares397.9K

Event2026-06-30

Filed2026-07-31

VGIT

VANGUARD SCOTTSDALE FDS

1.80%

Shares1.5M

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

2.44%

Shares90.6K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

1.44%

Shares206.4K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.53%

Shares152.9K

Event2026-06-30

Filed2026-07-31

VISA INC

1.09%

Shares202.8K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

-0.13%

Shares121.8K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

4.72%

Shares63.5K

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO NETWORKS INC

7.64%

Shares187.9K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES TR

3.35%

Shares259.9K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

330.87%

Shares506.8K

Event2026-06-30

Filed2026-07-31

APPLIED MATLS INC

-0.12%

Shares82.6K

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

-2.08%

Shares283.7K

Event2026-06-30

Filed2026-07-31

IWR

ISHARES TR

-24.72%

Shares519.2K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

1.60%

Shares162.4K

Event2026-06-30

Filed2026-07-31

SPDR SERIES TRUST

-2.75%

Shares623.0K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

-1.52%

Shares461.9K

Event2026-06-30

Filed2026-07-31

COLM

COLUMBIA SPORTSWEAR CO

0.00%

Shares768.8K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

-1.46%

Shares387.2K

Event2026-06-30

Filed2026-07-31

LIN

LINDE PLC

-4.16%

Shares78.3K

Event2026-06-30

Filed2026-07-31

RSP

INVESCO EXCHANGE TRADED FD T

9.17%

Shares190.5K

Event2026-06-30

Filed2026-07-31

VLO

VALERO ENERGY CORP

-4.18%

Shares155.5K

Event2026-06-30

Filed2026-07-31

BIV

VANGUARD BD INDEX FDS

1.73%

Shares523.8K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

-1.78%

Shares158.1K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

0.91%

Shares690.6K

Event2026-06-30

Filed2026-07-31

MRVL

MARVELL TECHNOLOGY INC

0.68%

Shares128.6K

Event2026-06-30

Filed2026-07-31

IWP

ISHARES TR

1.57%

Shares250.9K

Event2026-06-30

Filed2026-07-31

PARKER-HANNIFIN CORP

1.88%

Shares36.0K

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

-14.35%

Shares114.3K

Event2026-06-30

Filed2026-07-31

MICRON TECHNOLOGY INC

50.23%

Shares29.6K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

6.75%

Shares76.6K

Event2026-06-30

Filed2026-07-31

QUANTA SVCS INC

0.23%

Shares44.0K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

1.31%

Shares210.4K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

-3.81%

Shares87.0K

Event2026-06-30

Filed2026-07-31

BKNG

BOOKING HOLDINGS INC

2064.36%

Shares167.9K

Event2026-06-30

Filed2026-07-31

IWS

ISHARES TR

1.52%

Shares181.2K

Event2026-06-30

Filed2026-07-31

NISOURCE INC

-0.49%

Shares623.0K

Event2026-06-30

Filed2026-07-31

VRT

VERTIV HOLDINGS CO

7.46%

Shares87.9K

Event2026-06-30

Filed2026-07-31

PLD

PROLOGIS INC.

0.09%

Shares212.4K

Event2026-06-30

Filed2026-07-31

VCIT

VANGUARD SCOTTSDALE FDS

1.58%

Shares346.7K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

0.25%

Shares101.9K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

-0.13%

Shares333.8K

Event2026-06-30

Filed2026-07-31

CHUBB LIMITED

1.05%

Shares76.1K

Event2026-06-30

Filed2026-07-31

SMMD

ISHARES TR

New

Shares279.5K

Event2026-06-30

Filed2026-07-31

GE AEROSPACE

1.29%

Shares67.4K

Event2026-06-30

Filed2026-07-31

MCK

MCKESSON CORP

0.75%

Shares31.1K

Event2026-06-30

Filed2026-07-31

URI

UNITED RENTALS INC

1.45%

Shares20.1K

Event2026-06-30

Filed2026-07-31

SERVICENOW INC

2.18%

Shares228.3K

Event2026-06-30

Filed2026-07-31

DHR

DANAHER CORP DEL

-3.27%

Shares116.0K

Event2026-06-30

Filed2026-07-31

JIRE

J P MORGAN EXCHANGE TRADED F

1.85%

Shares261.8K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

-0.98%

Shares129.2K

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER SCIENTIFIC INC

-4.76%

Shares42.4K

Event2026-06-30

Filed2026-07-31

EOG

EOG RES INC

-0.23%

Shares161.4K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

0.87%

Shares233.8K

Event2026-06-30

Filed2026-07-31

IWB

ISHARES TR

-2.88%

Shares49.0K

Event2026-06-30

Filed2026-07-31

DJP

BARCLAYS BANK PLC

1.96%

Shares457.3K

Event2026-06-30

Filed2026-07-31

ETN

EATON CORP PLC

2.29%

Shares46.0K

Event2026-06-30

Filed2026-07-31

TXN

TEXAS INSTRS INC

13.49%

Shares65.1K

Event2026-06-30

Filed2026-07-31

ORLY

OREILLY AUTOMOTIVE INC

1.04%

Shares209.2K

Event2026-06-30

Filed2026-07-31

MDLZ

MONDELEZ INTL INC

2.10%

Shares326.1K

Event2026-06-30

Filed2026-07-31

PCAR

PACCAR INC

-0.04%

Shares157.0K

Event2026-06-30

Filed2026-07-31

SYK

STRYKER CORPORATION

-5.39%

Shares59.2K

Event2026-06-30

Filed2026-07-31

MMC

MARSH & MCLENNAN COS INC

-3.06%

Shares110.5K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

6.94%

Shares140.6K

Event2026-06-30

Filed2026-07-31

MEDTRONIC PLC

0.07%

Shares229.2K

Event2026-06-30

Filed2026-07-31

TJX

TJX COS INC NEW

3.83%

Shares119.1K

Event2026-06-30

Filed2026-07-31

ECL

ECOLAB INC

1.59%

Shares61.6K

Event2026-06-30

Filed2026-07-31

ORACLE CORP

-0.92%

Shares116.6K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

-3.01%

Shares22.8K

Event2026-06-30

Filed2026-07-31

LHX

L3HARRIS TECHNOLOGIES INC

1.44%

Shares58.5K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

2.91%

Shares123.8K

Event2026-06-30

Filed2026-07-31

VEU

VANGUARD INTL EQUITY INDEX F

-0.67%

Shares194.7K

Event2026-06-30

Filed2026-07-31

CRM

SALESFORCE INC

-3.34%

Shares102.8K

Event2026-06-30

Filed2026-07-31

SHW

SHERWIN WILLIAMS CO

1.64%

Shares46.5K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

-2.55%

Shares58.9K

Event2026-06-30

Filed2026-07-31

GEV

GE VERNOVA INC

34.00%

Shares13.5K

Event2026-06-30

Filed2026-07-31

CCK

CROWN HLDGS INC

-7.44%

Shares140.1K

Event2026-06-30

Filed2026-07-31

GILD

GILEAD SCIENCES INC

0.06%

Shares122.3K

Event2026-06-30

Filed2026-07-31

APH

AMPHENOL CORP

17.71%

Shares83.5K

Event2026-06-30

Filed2026-07-31

GVI

ISHARES TR

11.17%

Shares137.1K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

-2.73%

Shares39.3K

Event2026-06-30

Filed2026-07-31

SNX

TD SYNNEX CORPORATION

10.00%

Shares54.0K

Event2026-06-30

Filed2026-07-31

KKR

KKR & CO INC

0.63%

Shares156.3K

Event2026-06-30

Filed2026-07-31

DIS

DISNEY WALT CO

3.35%

Shares147.1K

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

3.20%

Shares49.4K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

218.92%

Shares91.8K

Event2026-06-30

Filed2026-07-31

EWY

ISHARES INC

New

Shares61.7K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

69.58%

Shares21.0K

Event2026-06-30

Filed2026-07-31

UPS

UNITED PARCEL SVCS INC

-0.10%

Shares112.3K

Event2026-06-30

Filed2026-07-31

SNPS

SYNOPSYS INC

0.91%

Shares26.9K

Event2026-06-30

Filed2026-07-31

NETFLIX INC.

6.13%

Shares168.2K

Event2026-06-30

Filed2026-07-31

HONEYWELL INTL INC

New

Shares48.2K

Event2026-06-30

Filed2026-07-31

ISRG

INTUITIVE SURGICAL INC

8.04%

Shares26.1K

Event2026-06-30

Filed2026-07-31

DAL

DELTA AIR LINES INC

New

Shares103.8K

Event2026-06-30

Filed2026-07-31

HONEYWELL AEROSPACE INC

New

Shares44.0K

Event2026-06-30

Filed2026-07-31

ANET

ARISTA NETWORKS INC

14.27%

Shares51.0K

Event2026-06-30

Filed2026-07-31

MDY

STATE STR SPDR S&P MIDCAP 40

2.09%

Shares12.2K

Event2026-06-30

Filed2026-07-31

MET

METLIFE INC

1.60%

Shares100.9K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

-8.60%

Shares63.0K

Event2026-06-30

Filed2026-07-31

ISHARES TR

1.89%

Shares11.4K

Event2026-06-30

Filed2026-07-31

LIBERTY MEDIA CORP DEL

13.57%

Shares89.2K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

-23.41%

Shares44.1K

Event2026-06-30

Filed2026-07-31

TMUS

T-MOBILE US INC

9.44%

Shares49.4K

Event2026-06-30

Filed2026-07-31

UBER

UBER TECHNOLOGIES INC

6.11%

Shares112.9K

Event2026-06-30

Filed2026-07-31

TRMB

TRIMBLE INC

1.26%

Shares157.4K

Event2026-06-30

Filed2026-07-31

PALANTIR TECHNOLOGIES INC

25.73%

Shares66.3K

Event2026-06-30

Filed2026-07-31

THE CIGNA GROUP

4.78%

Shares27.1K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

-17.16%

Shares17.6K

Event2026-06-30

Filed2026-07-31

S&P GLOBAL INC

5.01%

Shares16.8K

Event2026-06-30

Filed2026-07-31

SPSB

SPDR SERIES TRUST

10.64%

Shares226.3K

Event2026-06-30

Filed2026-07-31

BRK.A

BERKSHIRE HATHAWAY INC DEL

-10.00%

Shares9

Event2026-06-30

Filed2026-07-31

KRMN

KARMAN HLDGS INC

-7.18%

Shares129.3K

Event2026-06-30

Filed2026-07-31

MASTERCARD INCORPORATED

-19.64%

Shares11.5K

Event2026-06-30

Filed2026-07-31

LEN

LENNAR CORP

6.25%

Shares63.1K

Event2026-06-30

Filed2026-07-31

EQIX

EQUINIX INC

-0.53%

Shares5.4K

Event2026-06-30

Filed2026-07-31

ADOBE INC

-23.57%

Shares27.4K

Event2026-06-30

Filed2026-07-31

MNST

MONSTER BEVERAGE CORP NEW

-26.99%

Shares54.7K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

0.05%

Shares14.3K

Event2026-06-30

Filed2026-07-31

SCHW

SCHWAB CHARLES CORP

-21.46%

Shares54.2K

Event2026-06-30

Filed2026-07-31

RELY

REMITLY GLOBAL INC

5.42%

Shares219.5K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

302.50%

Shares60.8K

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

-4.97%

Shares47.6K

Event2026-06-30

Filed2026-07-31

VONV

VANGUARD SCOTTSDALE FDS

-7.75%

Shares42.4K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

-0.09%

Shares30.2K

Event2026-06-30

Filed2026-07-31

SDY

SPDR SERIES TRUST

-0.76%

Shares28.0K

Event2026-06-30

Filed2026-07-31

SYY

SYSCO CORP

-1.09%

Shares50.3K

Event2026-06-30

Filed2026-07-31

EEM

ISHARES TR

-22.04%

Shares60.6K

Event2026-06-30

Filed2026-07-31

ITOT

ISHARES TR

0.04%

Shares24.1K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

-0.42%

Shares15.6K

Event2026-06-30

Filed2026-07-31

VGT

VANGUARD WORLD FD

637.96%

Shares32.3K

Event2026-06-30

Filed2026-07-31

AXP

AMERICAN EXPRESS CO

0.46%

Shares11.3K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

-3.44%

Shares5.1K

Event2026-06-30

Filed2026-07-31

DEERE & CO

-0.45%

Shares5.5K

Event2026-06-30

Filed2026-07-31

LOW

LOWES COS INC

0.91%

Shares14.8K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

7.41%

Shares4.7K

Event2026-06-30

Filed2026-07-31

ACWX

ISHARES TR

-5.01%

Shares42.2K

Event2026-06-30

Filed2026-07-31

XLV

SELECT SECTOR SPDR TR

-0.73%

Shares19.6K

Event2026-06-30

Filed2026-07-31

BOEING CO

0.85%

Shares14.2K

Event2026-06-30

Filed2026-07-31

IWV

ISHARES TR

-3.68%

Shares7.1K

Event2026-06-30

Filed2026-07-31

SMH

VANECK ETF TRUST

-5.86%

Shares4.5K

Event2026-06-30

Filed2026-07-31

JOHNSON CONTROLS INTERNATION

0.42%

Shares19.5K

Event2026-06-30

Filed2026-07-31

QCOM

QUALCOMM INC

-0.01%

Shares15.4K

Event2026-06-30

Filed2026-07-31

AMT

AMERICAN TOWER CORP

-30.25%

Shares17.0K

Event2026-06-30

Filed2026-07-31

SCHE

SCHWAB STRATEGIC TR

-4.04%

Shares75.2K

Event2026-06-30

Filed2026-07-31

NKE

NIKE INC

-0.24%

Shares63.6K

Event2026-06-30

Filed2026-07-31

VONG

VANGUARD SCOTTSDALE FDS

-0.20%

Shares19.9K

Event2026-06-30

Filed2026-07-31

OMER

OMEROS CORP

0.00%

Shares263.6K

Event2026-06-30

Filed2026-07-31

FTV

FORTIVE CORP

-25.44%

Shares32.5K

Event2026-06-30

Filed2026-07-31

XLK

SELECT SECTOR SPDR TR

8.15%

Shares10.3K

Event2026-06-30

Filed2026-07-31

ADP

AUTOMATIC DATA PROCESSING IN

-0.85%

Shares8.3K

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD INDEX FDS

3.84%

Shares8.5K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD TR

0.10%

Shares5.0K

Event2026-06-30

Filed2026-07-31

BDX

BECTON DICKINSON & CO

-22.40%

Shares11.9K

Event2026-06-30

Filed2026-07-31

EMR

EMERSON ELEC CO

-1.30%

Shares12.5K

Event2026-06-30

Filed2026-07-31

JPST

J P MORGAN EXCHANGE TRADED F

-5.81%

Shares33.7K

Event2026-06-30

Filed2026-07-31

JACOBS SOLUTIONS INC

-0.44%

Shares13.5K

Event2026-06-30

Filed2026-07-31

SCHX

SCHWAB STRATEGIC TR

-1.27%

Shares57.1K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC

-2.21%

Shares9.1K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

3.47%

Shares18.2K

Event2026-06-30

Filed2026-07-31

SCHA

SCHWAB STRATEGIC TR

-6.36%

Shares44.6K

Event2026-06-30

Filed2026-07-31

WDC

WESTERN DIGITAL CORP

New

Shares2.4K

Event2026-06-30

Filed2026-07-31

BMY

BRISTOL-MYERS SQUIBB CO

-3.94%

Shares26.0K

Event2026-06-30

Filed2026-07-31

BZH

BEAZER HOMES USA INC

0.00%

Shares53.1K

Event2026-06-30

Filed2026-07-31

CPRT

COPART INC

-0.22%

Shares51.0K

Event2026-06-30

Filed2026-07-31

VXUS

VANGUARD STAR FDS

-17.55%

Shares16.7K

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK INC

-1.02%

Shares1.5K

Event2026-06-30

Filed2026-07-31

SNDK

SANDISK CORP

New

Shares609

Event2026-06-30

Filed2026-07-31

AOA

ISHARES TR

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-31

VYM

VANGUARD WHITEHALL FDS

-1.54%

Shares8.6K

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

-1.90%

Shares56.1K

Event2026-06-30

Filed2026-07-31

WAB

WABTEC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

545.64%

Shares15.3K

Event2026-06-30

Filed2026-07-31

CVS

CVS HEALTH CORP

-1.03%

Shares12.6K

Event2026-06-30

Filed2026-07-31

ACCENTURE PLC IRELAND

-0.32%

Shares10.0K

Event2026-06-30

Filed2026-07-31

BBAX

J P MORGAN EXCHANGE TRADED F

-47.15%

Shares20.7K

Event2026-06-30

Filed2026-07-31

PAYX

PAYCHEX INC

0.83%

Shares12.1K

Event2026-06-30

Filed2026-07-31

SCHF

SCHWAB STRATEGIC TR

-23.19%

Shares41.5K

Event2026-06-30

Filed2026-07-31

CTAS

CINTAS CORP

-37.51%

Shares6.7K

Event2026-06-30

Filed2026-07-31

COLGATE PALMOLIVE CO

-17.41%

Shares12.2K

Event2026-06-30

Filed2026-07-31

SCHG

SCHWAB STRATEGIC TR

0.43%

Shares32.8K

Event2026-06-30

Filed2026-07-31

SCHD

SCHWAB STRATEGIC TR

-3.83%

Shares34.8K

Event2026-06-30

Filed2026-07-31

FFIV

F5 INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-31

IAU

ISHARES GOLD TR

6.08%

Shares14.5K

Event2026-06-30

Filed2026-07-31

ISHARES TR

10.31%

Shares10.8K

Event2026-06-30

Filed2026-07-31

USB

US BANCORP

-0.24%

Shares17.3K

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

5.06%

Shares4.4K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

-7.81%

Shares24.2K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.33%

Shares2.0K

Event2026-06-30

Filed2026-07-31

VRTX

VERTEX PHARMACEUTICALS INC

2.60%

Shares1.9K

Event2026-06-30

Filed2026-07-31

FISERV INC

-29.43%

Shares19.5K

Event2026-06-30

Filed2026-07-31

BALL

BALL CORP

-2.91%

Shares15.3K

Event2026-06-30

Filed2026-07-31

ALTRIA GROUP INC

-0.02%

Shares12.8K

Event2026-06-30

Filed2026-07-31

TFC

TRUIST FINL CORP

-0.04%

Shares18.2K

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

17.56%

Shares897

Event2026-06-30

Filed2026-07-31

IYY

ISHARES TR

-8.46%

Shares5.0K

Event2026-06-30

Filed2026-07-31

GENERAL MTRS CO

0.33%

Shares11.7K

Event2026-06-30

Filed2026-07-31

GEHC

GE HEALTHCARE TECHNOLOGIES I

-88.29%

Shares14.1K

Event2026-06-30

Filed2026-07-31

IRM

IRON MTN INC DEL

-0.04%

Shares6.9K

Event2026-06-30

Filed2026-07-31

HUM

HUMANA INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-31

RKLB

ROCKET LAB CORP

-49.50%

Shares8.0K

Event2026-06-30

Filed2026-07-31

DOLLAR GEN CORP

-0.52%

Shares6.9K

Event2026-06-30

Filed2026-07-31

ESGV

VANGUARD WORLD FD

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-31

CONSTELLATION BRANDS INC

-5.28%

Shares5.4K

Event2026-06-30

Filed2026-07-31

RPM

RPM INTL INC

-0.01%

Shares6.7K

Event2026-06-30

Filed2026-07-31

ZOETIS INC

-0.75%

Shares10.0K

Event2026-06-30

Filed2026-07-31

IEUR

ISHARES TR

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-31

CSGP

COSTAR GROUP INC

-32.75%

Shares24.9K

Event2026-06-30

Filed2026-07-31

SEAGATE TECHNOLOGY HLDNGS PL

1.42%

Shares714

Event2026-06-30

Filed2026-07-31

WASTE MGMT INC DEL

-1.25%

Shares3.1K

Event2026-06-30

Filed2026-07-31

PHYS

SPROTT ASSET MANAGEMENT LP

-9.92%

Shares22.7K

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD INDEX FDS

-8.10%

Shares2.7K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES TR

11.75%

Shares4.6K

Event2026-06-30

Filed2026-07-31

KMB

KIMBERLY-CLARK CORP

-0.02%

Shares5.7K

Event2026-06-30

Filed2026-07-31

3M CO

-5.11%

Shares3.9K

Event2026-06-30

Filed2026-07-31

WMB

WILLIAMS COS INC

23.25%

Shares8.4K

Event2026-06-30

Filed2026-07-31

OXY

OCCIDENTAL PETE CORP

-0.07%

Shares12.8K

Event2026-06-30

Filed2026-07-31

HFWA

HERITAGE FINL CORP WASH

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-31

RACE

FERRARI N V

-0.30%

Shares1.6K

Event2026-06-30

Filed2026-07-31

VNQ

VANGUARD INDEX FDS

40.85%

Shares6.2K

Event2026-06-30

Filed2026-07-31

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-31

MAR

MARRIOTT INTL INC NEW

-0.25%

Shares1.6K

Event2026-06-30

Filed2026-07-31

XLE

SELECT SECTOR SPDR TR

-5.35%

Shares10.7K

Event2026-06-30

Filed2026-07-31

QUAL

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-31

FERG

FERGUSON ENTERPRISES INC

-0.04%

Shares2.4K

Event2026-06-30

Filed2026-07-31

GENERAL DYNAMICS CORP

4.90%

Shares1.6K

Event2026-06-30

Filed2026-07-31

WEC

WEC ENERGY GROUP INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-31

DFUS

DIMENSIONAL ETF TRUST

3.65%

Shares6.8K

Event2026-06-30

Filed2026-07-31

VHT

VANGUARD WORLD FD

-39.02%

Shares1.8K

Event2026-06-30

Filed2026-07-31

VOE

VANGUARD INDEX FDS

1.73%

Shares2.8K

Event2026-06-30

Filed2026-07-31

WELL

WELLTOWER INC

-0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-31

AFL

AFLAC INC

-0.04%

Shares4.6K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

-5.39%

Shares1.0K

Event2026-06-30

Filed2026-07-31

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-31

HYG

ISHARES TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-31

LAUDER ESTEE COS INC

-0.03%

Shares6.4K

Event2026-06-30

Filed2026-07-31

SCHZ

SCHWAB STRATEGIC TR

-9.30%

Shares21.6K

Event2026-06-30

Filed2026-07-31

PEG

PUBLIC SVC ENTERPRISE GROUP

-94.37%

Shares6.1K

Event2026-06-30

Filed2026-07-31

ISHARES TR

40.73%

Shares5.0K

Event2026-06-30

Filed2026-07-31

ASML

ASML HLDG NV

14.08%

Shares243

Event2026-06-30

Filed2026-07-31

APTIV PLC

-0.19%

Shares7.9K

Event2026-06-30

Filed2026-07-31

DUHP

DIMENSIONAL ETF TRUST

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-31

ACUITY INC

-13.83%

Shares1.2K

Event2026-06-30

Filed2026-07-31

APD

AIR PRODUCTS AND CHEMICALS I

-8.24%

Shares1.5K

Event2026-06-30

Filed2026-07-31

XNTK

SPDR SERIES TRUST

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-31

VXF

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-31

OEF

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-31

ITA

ISHARES TR

5.79%

Shares1.6K

Event2026-06-30

Filed2026-07-31

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-31

IDV

ISHARES TR

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-31

SPYD

SPDR SERIES TRUST

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-31

ADI

ANALOG DEVICES INC

-7.50%

Shares949

Event2026-06-30

Filed2026-07-31

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

-93.61%

Shares9.6K

Event2026-06-30

Filed2026-07-31

IYH

ISHARES TR

-15.09%

Shares5.5K

Event2026-06-30

Filed2026-07-31

MLPA

GLOBAL X FDS

-6.32%

Shares7.0K

Event2026-06-30

Filed2026-07-31

KLAC

KLA CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

SOUTHERN CO

-2.20%

Shares3.8K

Event2026-06-30

Filed2026-07-31

TRANE TECHNOLOGIES PLC

-0.14%

Shares722

Event2026-06-30

Filed2026-07-31

DIA

STATE STR SPDR DOW JONES IND

0.15%

Shares660

Event2026-06-30

Filed2026-07-31

EPAM

EPAM SYS INC

-2.27%

Shares4.3K

Event2026-06-30

Filed2026-07-31

FCOM

FIDELITY COVINGTON TRUST

-4.01%

Shares4.9K

Event2026-06-30

Filed2026-07-31

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-31

PSLV

SPROTT ASSET MANAGEMENT LP

-29.58%

Shares17.7K

Event2026-06-30

Filed2026-07-31

NSC

NORFOLK SOUTHN CORP

2.33%

Shares1.1K

Event2026-06-30

Filed2026-07-31

AZO

AUTOZONE INC

0.00%

Shares102

Event2026-06-30

Filed2026-07-31

PNC

PNC FINL SVCS GROUP INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-31

RFG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-31

TSBK

TIMBERLAND BANCORP INC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-31

BSX

BOSTON SCIENTIFIC CORP

-93.52%

Shares7.2K

Event2026-06-30

Filed2026-07-31

SCHO

SCHWAB STRATEGIC TR

0.21%

Shares12.7K

Event2026-06-30

Filed2026-07-31

EBAY

EBAY INC.

0.81%

Shares2.7K

Event2026-06-30

Filed2026-07-31

WSM

WILLIAMS SONOMA INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-31

KMI

KINDER MORGAN INC DEL

-0.36%

Shares9.5K

Event2026-06-30

Filed2026-07-31

NOC

NORTHROP GRUMMAN CORP

-1.85%

Shares582

Event2026-06-30

Filed2026-07-31

SCHB

SCHWAB STRATEGIC TR

-6.24%

Shares10.2K

Event2026-06-30

Filed2026-07-31

VUSB

VANGUARD BD INDEX FDS

14.06%

Shares5.9K

Event2026-06-30

Filed2026-07-31

JEPI

J P MORGAN EXCHANGE TRADED F

-0.50%

Shares5.2K

Event2026-06-30

Filed2026-07-31

NVS

NOVARTIS AG

8.93%

Shares1.9K

Event2026-06-30

Filed2026-07-31

FREEPORT MCMORAN INC

-1.03%

Shares4.6K

Event2026-06-30

Filed2026-07-31

PRFZ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-31

BND

VANGUARD BD INDEX FDS

New

Shares3.9K

Event2026-06-30

Filed2026-07-31

FNDC

SCHWAB STRATEGIC TR

2.72%

Shares5.9K

Event2026-06-30

Filed2026-07-31

WEYERHAEUSER CO

-8.16%

Shares11.9K

Event2026-06-30

Filed2026-07-31

GUIDEWIRE SOFTWARE INC

-91.50%

Shares2.3K

Event2026-06-30

Filed2026-07-31

ROK

ROCKWELL AUTOMATION INC

-28.95%

Shares567

Event2026-06-30

Filed2026-07-31

BANR

BANNER CORP

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-31

ITW

ILLINOIS TOOL WKS INC

2.56%

Shares1.0K

Event2026-06-30

Filed2026-07-31

GLW

CORNING INC

-38.31%

Shares1.1K

Event2026-06-30

Filed2026-07-31

GBCI

GLACIER BANCORP INC NEW

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-31

CMI

CUMMINS INC

New

Shares378

Event2026-06-30

Filed2026-07-31

SPIB

SPDR SERIES TRUST

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-31

SWAN

AMPLIFY ETF TR

New

Shares7.4K

Event2026-06-30

Filed2026-07-31

PSA

PUBLIC STORAGE

0.00%

Shares771

Event2026-06-30

Filed2026-07-31

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares2.7K

Event2026-06-30

Filed2026-07-31

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-31

AT&T INC

-10.45%

Shares11.7K

Event2026-06-30

Filed2026-07-31

SPYG

SPDR SERIES TRUST

-29.38%

Shares2.0K

Event2026-06-30

Filed2026-07-31

DLR

DIGITAL RLTY TR INC

-1.96%

Shares1.3K

Event2026-06-30

Filed2026-07-31

NVO

NOVO-NORDISK A S

New

Shares4.9K

Event2026-06-30

Filed2026-07-31

VBK

VANGUARD INDEX FDS

New

Shares636

Event2026-06-30

Filed2026-07-31

COR

CENCORA INC

-13.70%

Shares819

Event2026-06-30

Filed2026-07-31

PHM

PULTE GROUP INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-31

TIP

ISHARES TR

4.26%

Shares2.1K

Event2026-06-30

Filed2026-07-31

USMV

ISHARES TR

-11.02%

Shares2.4K

Event2026-06-30

Filed2026-07-31

VMI

VALMONT INDS INC

New

Shares385

Event2026-06-30

Filed2026-07-31

ONEQ

FIDELITY COMWLTH TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-31

IJT

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

DON

WISDOMTREE TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-31

SPACE EXPLORATION TECHN CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-31

AEP

AMERICAN ELEC PWR CO INC

-45.26%

Shares1.5K

Event2026-06-30

Filed2026-07-31

TTD

THE TRADE DESK INC

New

Shares11.5K

Event2026-06-30

Filed2026-07-31

SPDW

SPDR INDEX SHS FDS

New

Shares4.1K

Event2026-06-30

Filed2026-07-31

ESGU

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

NRDS

NERDWALLET INC

-33.33%

Shares16.2K

Event2026-06-30

Filed2026-07-31

RVSB

RIVERVIEW BANCORP INC

0.00%

Shares22.5K

Event2026-06-30

Filed2026-07-31

NAUT

NAUTILUS BIOTECHNOLOGY INC

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-31

ONCOLYTICS BIOTECH INC

New

Shares40.0K

Event2026-06-30

Filed2026-07-31

WIT

WIPRO LTD

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available