The Analysis of Baldwin Investment Management, LLC's Holdings & P&L


Currently, Baldwin Investment Management, LLC holds 210 types of securities in its portfolio with a total value $855.7M. In the most recent quarter, they have increased their positions in ADSK (+5.8K shares, valued at $1.4M), DELL (+6.1K shares, valued at $1.0M), DIS (+8.0K shares, valued at $774.7K); decreased their positions in N/A (-9.5K shares, valued at $2.0M), SPY (-1.3K shares, valued at $813.0K), BRK.A (-1 shares, valued at $718.1K); initiated new positions in N/A (+21.0K shares, valued at $544.7K), PLTR (+3.7K shares, valued at $537.7K), FLKR (+11.2K shares, valued at $447.5K).


1M P&L
+24.9M+3.23%
3M P&L
-172.0K-0.02%
HY P&L
+8.9M+1.13%

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/A441.8M
56.0%
2Semiconductors28.9M
3.7%
3Software - Infrastructure25.5M
3.2%

Top Industries by Stock Count

1N/A29 stocks
15.5%
2Software - Application7 stocks
3.7%
3Software - Infrastructure7 stocks
3.7%
Stock Holdings
BRK.A
Berkshire Hathaway Inc A
-0.18%
Shares555
Event2026-03-31
Filed2026-05-12
Broadcom Limited
Broadcom Limited
-2.80%
Shares71.4K
Event2026-03-31
Filed2026-05-12
NVDA
Nvidia Corp
-1.17%
Shares114.3K
Event2026-03-31
Filed2026-05-12
Lam Research Corp
Lam Research Corp
-9.72%
Shares88.6K
Event2026-03-31
Filed2026-05-12
AAPL
Apple Inc
0.89%
Shares70.6K
Event2026-03-31
Filed2026-05-12
JPM
J.P. Morgan Chase & Co
0.12%
Shares48.2K
Event2026-03-31
Filed2026-05-12
MSFT
Microsoft Corp
1.74%
Shares33.0K
Event2026-03-31
Filed2026-05-12
COST
Costco Wholesale Corp
1.98%
Shares11.6K
Event2026-03-31
Filed2026-05-12
LLY
Eli Lilly & Company
-0.33%
Shares10.9K
Event2026-03-31
Filed2026-05-12
Alphabet Inc Class A
Alphabet Inc Class A
-0.52%
Shares33.5K
Event2026-03-31
Filed2026-05-12
XOM
Exxon Mobil Corporation
-1.94%
Shares55.2K
Event2026-03-31
Filed2026-05-12
Berkshire Hathaway Inc B
Berkshire Hathaway Inc B
6.90%
Shares19.4K
Event2026-03-31
Filed2026-05-12
AMZN
Amazon.com Inc
1.76%
Shares41.9K
Event2026-03-31
Filed2026-05-12
RTX
RTX Corp
-0.72%
Shares44.5K
Event2026-03-31
Filed2026-05-12
EPD
Enterprise Products Partners
-0.08%
Shares191.8K
Event2026-03-31
Filed2026-05-12
VRTX
Vertex Pharmaceuticals
0.69%
Shares15.7K
Event2026-03-31
Filed2026-05-12
V
Visa Inc.
0.23%
Shares21.4K
Event2026-03-31
Filed2026-05-12
ABBV
Abbvie Inc
-0.35%
Shares28.4K
Event2026-03-31
Filed2026-05-12
VRT
Vertiv Holdings Co
0.25%
Shares24.1K
Event2026-03-31
Filed2026-05-12
CAT
Caterpillar Inc
-1.94%
Shares8.0K
Event2026-03-31
Filed2026-05-12
TSM
Taiwan Semiconductor Manufacturing ADR
1.00%
Shares16.7K
Event2026-03-31
Filed2026-05-12
Linde PLC
Linde PLC
-0.44%
Shares11.2K
Event2026-03-31
Filed2026-05-12
Vanguard S&P 500 Etf
Vanguard S&P 500 Etf
3.30%
Shares9.2K
Event2026-03-31
Filed2026-05-12
GS
Goldman Sachs Group Inc
-0.82%
Shares6.3K
Event2026-03-31
Filed2026-05-12
ISRG
Intuitive Surgical
2.45%
Shares10.8K
Event2026-03-31
Filed2026-05-12
SPGI
S&P Global Inc
6.36%
Shares11.1K
Event2026-03-31
Filed2026-05-12
Eaton Corp
Eaton Corp
0.12%
Shares12.9K
Event2026-03-31
Filed2026-05-12
Blackrock Inc
Blackrock Inc
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-12
BKR
Baker Hughes Co
-2.81%
Shares72.1K
Event2026-03-31
Filed2026-05-12
JNJ
Johnson & Johnson
-0.32%
Shares17.7K
Event2026-03-31
Filed2026-05-12
Alphabet Inc Class C
Alphabet Inc Class C
-3.17%
Shares15.0K
Event2026-03-31
Filed2026-05-12
PANW
Palo Alto Networks
7.85%
Shares26.6K
Event2026-03-31
Filed2026-05-12
ABT
Abbott Laboratories
0.66%
Shares39.8K
Event2026-03-31
Filed2026-05-12
TMO
Thermo Fisher Scientific
-0.12%
Shares8.1K
Event2026-03-31
Filed2026-05-12
HD
Home Depot Inc
5.30%
Shares11.6K
Event2026-03-31
Filed2026-05-12
ROK
Rockwell Automation
-0.05%
Shares10.4K
Event2026-03-31
Filed2026-05-12
NEE
Nextera Energy
-0.26%
Shares37.6K
Event2026-03-31
Filed2026-05-12
MS
Morgan Stanley & Co
-0.87%
Shares19.5K
Event2026-03-31
Filed2026-05-12
UNP
Union Pacific Corp
-0.12%
Shares12.8K
Event2026-03-31
Filed2026-05-12
TJX
TJX Inc
0.41%
Shares18.3K
Event2026-03-31
Filed2026-05-12
COF
Capital One Financial
7.38%
Shares15.9K
Event2026-03-31
Filed2026-05-12
VTI
Vanguard Total Stock Market ETF
11.04%
Shares8.5K
Event2026-03-31
Filed2026-05-12
ZTS
Zoetis Inc
0.62%
Shares22.0K
Event2026-03-31
Filed2026-05-12
ADSK
Autodesk Inc
120.55%
Shares10.7K
Event2026-03-31
Filed2026-05-12
WM
Waste Management Inc
-0.37%
Shares10.7K
Event2026-03-31
Filed2026-05-12
LOW
Lowes Companies Inc
0.00%
Shares10.2K
Event2026-03-31
Filed2026-05-12
DRI
Darden Restaurants Inc
-0.62%
Shares12.0K
Event2026-03-31
Filed2026-05-12
MCD
McDonald's Corp
-3.70%
Shares7.3K
Event2026-03-31
Filed2026-05-12
DHR
Danaher Corp
-1.65%
Shares11.9K
Event2026-03-31
Filed2026-05-12
DE
Deere & Co
14.87%
Shares3.8K
Event2026-03-31
Filed2026-05-12
MA
Mastercard Inc
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-12
FCX
Freeport McMoRan
-4.29%
Shares35.7K
Event2026-03-31
Filed2026-05-12
AXP
American Express Co
0.00%
Shares6.9K
Event2026-03-31
Filed2026-05-12
DELL
Dell Inc
96.72%
Shares12.4K
Event2026-03-31
Filed2026-05-12
CB
Chubb Corp.
-1.59%
Shares6.2K
Event2026-03-31
Filed2026-05-12
TSCO
Tractor Supply Company
0.17%
Shares44.3K
Event2026-03-31
Filed2026-05-12
VXUS
Vanguard Total Interntl Stk
-3.22%
Shares24.9K
Event2026-03-31
Filed2026-05-12
TMUS
T-Mobile US
-5.21%
Shares9.1K
Event2026-03-31
Filed2026-05-12
IBN
Icici Bank Ltd Adr
9.49%
Shares73.8K
Event2026-03-31
Filed2026-05-12
Accenture Plc
Accenture Plc
-3.69%
Shares9.5K
Event2026-03-31
Filed2026-05-12
IJR
iShares S&P Smallcap 600
0.95%
Shares14.9K
Event2026-03-31
Filed2026-05-12
SPY
S&P DEP Receipts
-30.51%
Shares2.8K
Event2026-03-31
Filed2026-05-12
PEP
Pepsico Inc.
0.21%
Shares11.7K
Event2026-03-31
Filed2026-05-12
AMT
American Tower REIT
1.70%
Shares10.5K
Event2026-03-31
Filed2026-05-12
ULTA
Ulta Beauty Inc.
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-12
CVX
Chevron Corp.
0.00%
Shares8.6K
Event2026-03-31
Filed2026-05-12
ASML
ASML Holdings NV
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
SO
Southern Company
7.04%
Shares18.2K
Event2026-03-31
Filed2026-05-12
IBM
International Business Machines Corp
7.90%
Shares7.2K
Event2026-03-31
Filed2026-05-12
DIS
Walt Disney Co
80.04%
Shares18.1K
Event2026-03-31
Filed2026-05-12
VIK
Viking Holdings
-4.76%
Shares21.9K
Event2026-03-31
Filed2026-05-12
AXTA
Axalta Coating Systems
-7.33%
Shares54.0K
Event2026-03-31
Filed2026-05-12
META
Meta Platforms Inc
12.45%
Shares2.6K
Event2026-03-31
Filed2026-05-12
WMT
Wal-Mart Stores Inc.
18.39%
Shares11.6K
Event2026-03-31
Filed2026-05-12
SNPS
Synopsys Inc
16.33%
Shares3.6K
Event2026-03-31
Filed2026-05-12
ICE
Intercontinental Exchange
0.00%
Shares9.0K
Event2026-03-31
Filed2026-05-12
FANG
Diamondback Energy
-15.07%
Shares7.1K
Event2026-03-31
Filed2026-05-12
BWA
Borg Warner Inc
6.04%
Shares25.5K
Event2026-03-31
Filed2026-05-12
Blackstone Inc
Blackstone Inc
0.00%
Shares12.0K
Event2026-03-31
Filed2026-05-12
HON
Honeywell International
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-12
MTD
Mettler Toledo Intl Inc
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
CTVA
Corteva Agriscience Inc
0.00%
Shares15.9K
Event2026-03-31
Filed2026-05-12
SBUX
Starbucks Corp
0.34%
Shares14.8K
Event2026-03-31
Filed2026-05-12
CME
CME Group Inc
-0.13%
Shares4.5K
Event2026-03-31
Filed2026-05-12
LHX
L3Harris Technologies
-1.98%
Shares3.8K
Event2026-03-31
Filed2026-05-12
VOT
Vanguard Mid Cap Growth
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-12
Marvell Technology Group
Marvell Technology Group
22.59%
Shares12.5K
Event2026-03-31
Filed2026-05-12
RYAAY
RyanAir Holdings PLC
0.00%
Shares20.7K
Event2026-03-31
Filed2026-05-12
FSLR
First Solar Inc
-1.66%
Shares5.9K
Event2026-03-31
Filed2026-05-12
EW
Edwards Lifesciences Corp
-5.13%
Shares14.3K
Event2026-03-31
Filed2026-05-12
NKE
Nike Inc
0.12%
Shares21.6K
Event2026-03-31
Filed2026-05-12
MDLZ
Mondelez International
-0.76%
Shares19.5K
Event2026-03-31
Filed2026-05-12
TT
Trane Technologies Plc
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-12
ARCC
Ares Capital Corp
-2.25%
Shares60.2K
Event2026-03-31
Filed2026-05-12
Cencora Inc
Cencora Inc
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-12
Rydex S&P Equal Weight ETF
Rydex S&P Equal Weight ETF
-0.56%
Shares5.5K
Event2026-03-31
Filed2026-05-12
PLD
Prologis Inc
-1.97%
Shares8.0K
Event2026-03-31
Filed2026-05-12
YUM
Yum! Brands Inc
0.00%
Shares6.7K
Event2026-03-31
Filed2026-05-12
PFE
Pfizer Inc.
-5.33%
Shares36.4K
Event2026-03-31
Filed2026-05-12
CSCO
Cisco Systems Inc
0.00%
Shares13.2K
Event2026-03-31
Filed2026-05-12
VBR
Vanguard Small Cap Value
1.03%
Shares4.7K
Event2026-03-31
Filed2026-05-12
ADBE
Adobe Inc
-22.46%
Shares4.2K
Event2026-03-31
Filed2026-05-12
INFY
Infosys Technologies Ltd
0.00%
Shares74.8K
Event2026-03-31
Filed2026-05-12
EXE
Expand Energy Corp
21.17%
Shares9.2K
Event2026-03-31
Filed2026-05-12
SHOP
Shopify Inc
0.00%
Shares8.4K
Event2026-03-31
Filed2026-05-12
KO
Coca Cola Co.
0.00%
Shares12.7K
Event2026-03-31
Filed2026-05-12
ZS
Zscaler Inc
0.00%
Shares6.9K
Event2026-03-31
Filed2026-05-12
MCK
McKesson Corp
-6.33%
Shares1.1K
Event2026-03-31
Filed2026-05-12
Duke Energy Corp.
Duke Energy Corp.
-6.44%
Shares7.3K
Event2026-03-31
Filed2026-05-12
ADI
Analog Devices Inc
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-12
DDOG
Datadog Inc
-5.80%
Shares8.0K
Event2026-03-31
Filed2026-05-12
BROS
Dutch Bros Inc
5.13%
Shares18.4K
Event2026-03-31
Filed2026-05-12
APD
Air Products and Chemicals Inc
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-12
BAC
Bank of America Corp
0.00%
Shares18.5K
Event2026-03-31
Filed2026-05-12
VMC
Vulcan Materials Company
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-12
KMB
Kimberly Clark Corp
-21.84%
Shares8.9K
Event2026-03-31
Filed2026-05-12
PG
Procter & Gamble Co.
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-12
BA
Boeing Co
87.81%
Shares4.2K
Event2026-03-31
Filed2026-05-12
NXPI
NXP Semiconductors N.V.
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-12
IWR
iShares Russell Midcap Index Fd
0.00%
Shares8.4K
Event2026-03-31
Filed2026-05-12
NVO
Novo Nordisk
0.00%
Shares21.5K
Event2026-03-31
Filed2026-05-12
UNH
UnitedHealth Group
0.70%
Shares2.9K
Event2026-03-31
Filed2026-05-12
LMT
Lockheed Martin Corp
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
WELL
Welltower Inc
-4.91%
Shares3.9K
Event2026-03-31
Filed2026-05-12
SCHD
Schwab US Dividend Equity ETF
16.43%
Shares24.8K
Event2026-03-31
Filed2026-05-12
GXO
GXO Logistics Inc
-2.17%
Shares14.7K
Event2026-03-31
Filed2026-05-12
XLK
Technology Select Sector SPDR Fund
0.00%
Shares5.7K
Event2026-03-31
Filed2026-05-12
SCHF
Schwab International Equity Fund
0.00%
Shares30.2K
Event2026-03-31
Filed2026-05-12
ORCL
Oracle Corp
-32.04%
Shares5.0K
Event2026-03-31
Filed2026-05-12
BEP
Brookfield Renewable Partners LP
0.00%
Shares21.5K
Event2026-03-31
Filed2026-05-12
BSX
Boston Scientific Corp
-13.69%
Shares11.0K
Event2026-03-31
Filed2026-05-12
FTV
Fortive Corp
0.00%
Shares12.5K
Event2026-03-31
Filed2026-05-12
INDA
Ishares MSCI India Index
-22.14%
Shares14.6K
Event2026-03-31
Filed2026-05-12
CTAS
Cintas Corp
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-12
EWJ
iShares MSCI Japan Index Fund
0.00%
Shares7.9K
Event2026-03-31
Filed2026-05-12
Cigna Corporation
Cigna Corporation
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-12
GLW
Corning Inc
-32.50%
Shares4.9K
Event2026-03-31
Filed2026-05-12
CMI
Cummins Inc
-1.21%
Shares1.2K
Event2026-03-31
Filed2026-05-12
Merck & Co Inc
Merck & Co Inc
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-12
ADP
Automatic Data Processing Inc
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-12
NFLX
Netflix Inc
96.11%
Shares6.5K
Event2026-03-31
Filed2026-05-12
VIG
Vanguard Dividend Appreciation ETF
0.24%
Shares2.9K
Event2026-03-31
Filed2026-05-12
IWM
Ishares Tr Russell 2000 Index Fd
8.91%
Shares2.5K
Event2026-03-31
Filed2026-05-12
ITUB
Itau UniBanco Multiplo ADR
0.00%
Shares74.4K
Event2026-03-31
Filed2026-05-12
CARR
Carrier Global Corp
-0.91%
Shares10.9K
Event2026-03-31
Filed2026-05-12
TIP
iShares TIPS Bond Fund
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-12
IMNM
Immunome, Inc.
-46.16%
Shares25.4K
Event2026-03-31
Filed2026-05-12
PNC
PNC Financial Services Group Inc
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-12
SRAD
Sportradar Group
0.00%
Shares32.6K
Event2026-03-31
Filed2026-05-12
Carnival Corp
Carnival Corp
New
Shares21.0K
Event2026-03-31
Filed2026-05-12
PLTR
Palantir Technologies In
New
Shares3.7K
Event2026-03-31
Filed2026-05-12
VOE
Vanguard Mid Cap Value
0.49%
Shares2.8K
Event2026-03-31
Filed2026-05-12
PH
Parker Hannifin Corp
-4.15%
Shares578
Event2026-03-31
Filed2026-05-12
BMY
Bristol-Myers Squibb
0.30%
Shares8.4K
Event2026-03-31
Filed2026-05-12
AMRZ
Amrize AG
0.84%
Shares9.1K
Event2026-03-31
Filed2026-05-12
UBER
Uber Technologies Inc
-56.49%
Shares6.9K
Event2026-03-31
Filed2026-05-12
SCHB
Schwab US Broad Market ETF
0.04%
Shares19.2K
Event2026-03-31
Filed2026-05-12
CL
Colgate Palmolive Co
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-12
PSX
Phillips 66
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-12
HSBC
HSBC PLC Spon ADR
0.00%
Shares5.7K
Event2026-03-31
Filed2026-05-12
IQV
Iqvia Hldgs Inc
7.82%
Shares2.8K
Event2026-03-31
Filed2026-05-12
TCOM
Trip.com Group Ltd
0.00%
Shares9.4K
Event2026-03-31
Filed2026-05-12
VWO
Vanguard FTSE Emerging Mkt ETF
0.00%
Shares8.7K
Event2026-03-31
Filed2026-05-12
JCI
Johnson Controls Inc
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-12
FLKR
Franklin FTSE South Korea ETF
New
Shares11.2K
Event2026-03-31
Filed2026-05-12
NVR
NVR Inc
0.00%
Shares65
Event2026-03-31
Filed2026-05-12
LDOS
Leidos Holdings Inc
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-12
CRWD
Crowdstrike Hldgs Inc
24.40%
Shares1.0K
Event2026-03-31
Filed2026-05-12
SHW
Sherwin Williams Co
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-12
CBT
Cabot Corporation
-5.42%
Shares5.2K
Event2026-03-31
Filed2026-05-12
ALL
Allstate Corp
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-12
MU
Micron Technology Inc
-15.31%
Shares1.1K
Event2026-03-31
Filed2026-05-12
EFA
iShares MSCI EAFE Index Fund
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-12
GEV
GE Vernova Inc.
17.65%
Shares420
Event2026-03-31
Filed2026-05-12
XLI
Industrial Select Sector SPDR Fund
19.04%
Shares2.2K
Event2026-03-31
Filed2026-05-12
AVUV
Avantis US Small Cap Value ETF
18.11%
Shares3.2K
Event2026-03-31
Filed2026-05-12
IYW
iShares Trust Dow Jones US Tech Fund
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-12
CHKP
Check Point Software Technologies
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-12
FDX
FedEx Corp
0.00%
Shares977
Event2026-03-31
Filed2026-05-12
BIDU
Baidu Inc ADR
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-12
EXP
Eagle Materials Inc
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-12
SHEL
SHELL ADR EACH REP 2 ORD WI
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-12
Canadian Pacific Kansas City Ltd
Canadian Pacific Kansas City Ltd
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-12
CSX
C S X Corp
0.00%
Shares7.9K
Event2026-03-31
Filed2026-05-12
EXC
Exelon Corporation
0.00%
Shares6.5K
Event2026-03-31
Filed2026-05-12
GLD
SPDR Gold Trust
16.16%
Shares726
Event2026-03-31
Filed2026-05-12
SYLD
Cambria Shareholder Yield ETF
-4.23%
Shares4.0K
Event2026-03-31
Filed2026-05-12
DOV
Dover Corp
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-12
Aon PLC
Aon PLC
0.00%
Shares900
Event2026-03-31
Filed2026-05-12
VEA
Vanguard FTSE Developed Markets ETF
0.04%
Shares4.5K
Event2026-03-31
Filed2026-05-12
RPM
RPM International Inc
-12.70%
Shares2.8K
Event2026-03-31
Filed2026-05-12
TotalEnergies SE
TotalEnergies SE
New
Shares3.0K
Event2026-03-31
Filed2026-05-12
TSLA
Tesla Inc
0.00%
Shares729
Event2026-03-31
Filed2026-05-12
NUE
Nucor Corp
-13.41%
Shares1.5K
Event2026-03-31
Filed2026-05-12
IJH
Ishares Tr S&P Midcap
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-12
VLO
Valero Energy Corp
New
Shares960
Event2026-03-31
Filed2026-05-12
SCHA
Schwab US Small Cap ETF
0.02%
Shares8.2K
Event2026-03-31
Filed2026-05-12
PEG
Public Service Enterprise Group
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-12
INCY
Incyte Corporation
15.89%
Shares2.5K
Event2026-03-31
Filed2026-05-12
ON
On Semiconductor Co
New
Shares3.7K
Event2026-03-31
Filed2026-05-12
MFG
Mizuho Financial Group Inc
0.00%
Shares28.8K
Event2026-03-31
Filed2026-05-12
XYL
Xylem Inc
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-12
TOST
Toast Inc
New
Shares8.4K
Event2026-03-31
Filed2026-05-12
EQIX
Equinix Inc
New
Shares218
Event2026-03-31
Filed2026-05-12
Powershares QQQ Trust
Powershares QQQ Trust
8.36%
Shares363
Event2026-03-31
Filed2026-05-12
EMR
Emerson Electric Co
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-12
WFC
Wells Fargo & Co.
8.43%
Shares2.6K
Event2026-03-31
Filed2026-05-12
AMGN
Amgen Inc
New
Shares579
Event2026-03-31
Filed2026-05-12
HQL
Abrdn Life Science Investors
New
Shares10.1K
Event2026-03-31
Filed2026-05-12
OCGN
Ocugen Inc
0.00%
Shares25.0K
Event2026-03-31
Filed2026-05-12

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available