Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Canadian Pacific Kansas City Ltd Canadian Pacific Kansas City Ltd4.2K shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
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Sponsored
BRK.A
-0.18%Berkshire Hathaway Inc A
Shares555
Event2026-03-31
Filed2026-05-12
Broadcom Limited
-2.80%Broadcom Limited
Shares71.4K
Event2026-03-31
Filed2026-05-12
NVDA
-1.17%Nvidia Corp
Shares114.3K
Event2026-03-31
Filed2026-05-12
Lam Research Corp
-9.72%Lam Research Corp
Shares88.6K
Event2026-03-31
Filed2026-05-12
AAPL
0.89%Apple Inc
Shares70.6K
Event2026-03-31
Filed2026-05-12
JPM
0.12%J.P. Morgan Chase & Co
Shares48.2K
Event2026-03-31
Filed2026-05-12
MSFT
1.74%Microsoft Corp
Shares33.0K
Event2026-03-31
Filed2026-05-12
COST
1.98%Costco Wholesale Corp
Shares11.6K
Event2026-03-31
Filed2026-05-12
LLY
-0.33%Eli Lilly & Company
Shares10.9K
Event2026-03-31
Filed2026-05-12
Alphabet Inc Class A
-0.52%Alphabet Inc Class A
Shares33.5K
Event2026-03-31
Filed2026-05-12
XOM
-1.94%Exxon Mobil Corporation
Shares55.2K
Event2026-03-31
Filed2026-05-12
Berkshire Hathaway Inc B
6.90%Berkshire Hathaway Inc B
Shares19.4K
Event2026-03-31
Filed2026-05-12
AMZN
1.76%Amazon.com Inc
Shares41.9K
Event2026-03-31
Filed2026-05-12
RTX
-0.72%RTX Corp
Shares44.5K
Event2026-03-31
Filed2026-05-12
EPD
-0.08%Enterprise Products Partners
Shares191.8K
Event2026-03-31
Filed2026-05-12
VRTX
0.69%Vertex Pharmaceuticals
Shares15.7K
Event2026-03-31
Filed2026-05-12
V
0.23%Visa Inc.
Shares21.4K
Event2026-03-31
Filed2026-05-12
ABBV
-0.35%Abbvie Inc
Shares28.4K
Event2026-03-31
Filed2026-05-12
VRT
0.25%Vertiv Holdings Co
Shares24.1K
Event2026-03-31
Filed2026-05-12
CAT
-1.94%Caterpillar Inc
Shares8.0K
Event2026-03-31
Filed2026-05-12
TSM
1.00%Taiwan Semiconductor Manufacturing ADR
Shares16.7K
Event2026-03-31
Filed2026-05-12
Linde PLC
-0.44%Linde PLC
Shares11.2K
Event2026-03-31
Filed2026-05-12
Vanguard S&P 500 Etf
3.30%Vanguard S&P 500 Etf
Shares9.2K
Event2026-03-31
Filed2026-05-12
GS
-0.82%Goldman Sachs Group Inc
Shares6.3K
Event2026-03-31
Filed2026-05-12
ISRG
2.45%Intuitive Surgical
Shares10.8K
Event2026-03-31
Filed2026-05-12
SPGI
6.36%S&P Global Inc
Shares11.1K
Event2026-03-31
Filed2026-05-12
Eaton Corp
0.12%Eaton Corp
Shares12.9K
Event2026-03-31
Filed2026-05-12
Blackrock Inc
0.00%Blackrock Inc
Shares4.6K
Event2026-03-31
Filed2026-05-12
BKR
-2.81%Baker Hughes Co
Shares72.1K
Event2026-03-31
Filed2026-05-12
JNJ
-0.32%Johnson & Johnson
Shares17.7K
Event2026-03-31
Filed2026-05-12
Alphabet Inc Class C
-3.17%Alphabet Inc Class C
Shares15.0K
Event2026-03-31
Filed2026-05-12
PANW
7.85%Palo Alto Networks
Shares26.6K
Event2026-03-31
Filed2026-05-12
ABT
0.66%Abbott Laboratories
Shares39.8K
Event2026-03-31
Filed2026-05-12
TMO
-0.12%Thermo Fisher Scientific
Shares8.1K
Event2026-03-31
Filed2026-05-12
HD
5.30%Home Depot Inc
Shares11.6K
Event2026-03-31
Filed2026-05-12
ROK
-0.05%Rockwell Automation
Shares10.4K
Event2026-03-31
Filed2026-05-12
NEE
-0.26%Nextera Energy
Shares37.6K
Event2026-03-31
Filed2026-05-12
MS
-0.87%Morgan Stanley & Co
Shares19.5K
Event2026-03-31
Filed2026-05-12
UNP
-0.12%Union Pacific Corp
Shares12.8K
Event2026-03-31
Filed2026-05-12
TJX
0.41%TJX Inc
Shares18.3K
Event2026-03-31
Filed2026-05-12
COF
7.38%Capital One Financial
Shares15.9K
Event2026-03-31
Filed2026-05-12
VTI
11.04%Vanguard Total Stock Market ETF
Shares8.5K
Event2026-03-31
Filed2026-05-12
ZTS
0.62%Zoetis Inc
Shares22.0K
Event2026-03-31
Filed2026-05-12
ADSK
120.55%Autodesk Inc
Shares10.7K
Event2026-03-31
Filed2026-05-12
WM
-0.37%Waste Management Inc
Shares10.7K
Event2026-03-31
Filed2026-05-12
LOW
0.00%Lowes Companies Inc
Shares10.2K
Event2026-03-31
Filed2026-05-12
DRI
-0.62%Darden Restaurants Inc
Shares12.0K
Event2026-03-31
Filed2026-05-12
MCD
-3.70%McDonald's Corp
Shares7.3K
Event2026-03-31
Filed2026-05-12
DHR
-1.65%Danaher Corp
Shares11.9K
Event2026-03-31
Filed2026-05-12
DE
14.87%Deere & Co
Shares3.8K
Event2026-03-31
Filed2026-05-12
MA
0.00%Mastercard Inc
Shares4.2K
Event2026-03-31
Filed2026-05-12
FCX
-4.29%Freeport McMoRan
Shares35.7K
Event2026-03-31
Filed2026-05-12
AXP
0.00%American Express Co
Shares6.9K
Event2026-03-31
Filed2026-05-12
DELL
96.72%Dell Inc
Shares12.4K
Event2026-03-31
Filed2026-05-12
CB
-1.59%Chubb Corp.
Shares6.2K
Event2026-03-31
Filed2026-05-12
TSCO
0.17%Tractor Supply Company
Shares44.3K
Event2026-03-31
Filed2026-05-12
VXUS
-3.22%Vanguard Total Interntl Stk
Shares24.9K
Event2026-03-31
Filed2026-05-12
TMUS
-5.21%T-Mobile US
Shares9.1K
Event2026-03-31
Filed2026-05-12
IBN
9.49%Icici Bank Ltd Adr
Shares73.8K
Event2026-03-31
Filed2026-05-12
Accenture Plc
-3.69%Accenture Plc
Shares9.5K
Event2026-03-31
Filed2026-05-12
IJR
0.95%iShares S&P Smallcap 600
Shares14.9K
Event2026-03-31
Filed2026-05-12
SPY
-30.51%S&P DEP Receipts
Shares2.8K
Event2026-03-31
Filed2026-05-12
PEP
0.21%Pepsico Inc.
Shares11.7K
Event2026-03-31
Filed2026-05-12
AMT
1.70%American Tower REIT
Shares10.5K
Event2026-03-31
Filed2026-05-12
ULTA
0.00%Ulta Beauty Inc.
Shares3.4K
Event2026-03-31
Filed2026-05-12
CVX
0.00%Chevron Corp.
Shares8.6K
Event2026-03-31
Filed2026-05-12
ASML
0.00%ASML Holdings NV
Shares1.3K
Event2026-03-31
Filed2026-05-12
SO
7.04%Southern Company
Shares18.2K
Event2026-03-31
Filed2026-05-12
IBM
7.90%International Business Machines Corp
Shares7.2K
Event2026-03-31
Filed2026-05-12
DIS
80.04%Walt Disney Co
Shares18.1K
Event2026-03-31
Filed2026-05-12
VIK
-4.76%Viking Holdings
Shares21.9K
Event2026-03-31
Filed2026-05-12
AXTA
-7.33%Axalta Coating Systems
Shares54.0K
Event2026-03-31
Filed2026-05-12
META
12.45%Meta Platforms Inc
Shares2.6K
Event2026-03-31
Filed2026-05-12
WMT
18.39%Wal-Mart Stores Inc.
Shares11.6K
Event2026-03-31
Filed2026-05-12
SNPS
16.33%Synopsys Inc
Shares3.6K
Event2026-03-31
Filed2026-05-12
ICE
0.00%Intercontinental Exchange
Shares9.0K
Event2026-03-31
Filed2026-05-12
FANG
-15.07%Diamondback Energy
Shares7.1K
Event2026-03-31
Filed2026-05-12
BWA
6.04%Borg Warner Inc
Shares25.5K
Event2026-03-31
Filed2026-05-12
Blackstone Inc
0.00%Blackstone Inc
Shares12.0K
Event2026-03-31
Filed2026-05-12
HON
0.00%Honeywell International
Shares6.0K
Event2026-03-31
Filed2026-05-12
MTD
0.00%Mettler Toledo Intl Inc
Shares1.1K
Event2026-03-31
Filed2026-05-12
CTVA
0.00%Corteva Agriscience Inc
Shares15.9K
Event2026-03-31
Filed2026-05-12
SBUX
0.34%Starbucks Corp
Shares14.8K
Event2026-03-31
Filed2026-05-12
CME
-0.13%CME Group Inc
Shares4.5K
Event2026-03-31
Filed2026-05-12
LHX
-1.98%L3Harris Technologies
Shares3.8K
Event2026-03-31
Filed2026-05-12
VOT
0.00%Vanguard Mid Cap Growth
Shares5.0K
Event2026-03-31
Filed2026-05-12
Marvell Technology Group
22.59%Marvell Technology Group
Shares12.5K
Event2026-03-31
Filed2026-05-12
RYAAY
0.00%RyanAir Holdings PLC
Shares20.7K
Event2026-03-31
Filed2026-05-12
FSLR
-1.66%First Solar Inc
Shares5.9K
Event2026-03-31
Filed2026-05-12
EW
-5.13%Edwards Lifesciences Corp
Shares14.3K
Event2026-03-31
Filed2026-05-12
NKE
0.12%Nike Inc
Shares21.6K
Event2026-03-31
Filed2026-05-12
MDLZ
-0.76%Mondelez International
Shares19.5K
Event2026-03-31
Filed2026-05-12
TT
0.00%Trane Technologies Plc
Shares2.7K
Event2026-03-31
Filed2026-05-12
ARCC
-2.25%Ares Capital Corp
Shares60.2K
Event2026-03-31
Filed2026-05-12
Cencora Inc
0.00%Cencora Inc
Shares3.4K
Event2026-03-31
Filed2026-05-12
Rydex S&P Equal Weight ETF
-0.56%Rydex S&P Equal Weight ETF
Shares5.5K
Event2026-03-31
Filed2026-05-12
PLD
-1.97%Prologis Inc
Shares8.0K
Event2026-03-31
Filed2026-05-12
YUM
0.00%Yum! Brands Inc
Shares6.7K
Event2026-03-31
Filed2026-05-12
PFE
-5.33%Pfizer Inc.
Shares36.4K
Event2026-03-31
Filed2026-05-12
CSCO
0.00%Cisco Systems Inc
Shares13.2K
Event2026-03-31
Filed2026-05-12
VBR
1.03%Vanguard Small Cap Value
Shares4.7K
Event2026-03-31
Filed2026-05-12
ADBE
-22.46%Adobe Inc
Shares4.2K
Event2026-03-31
Filed2026-05-12
INFY
0.00%Infosys Technologies Ltd
Shares74.8K
Event2026-03-31
Filed2026-05-12
EXE
21.17%Expand Energy Corp
Shares9.2K
Event2026-03-31
Filed2026-05-12
SHOP
0.00%Shopify Inc
Shares8.4K
Event2026-03-31
Filed2026-05-12
KO
0.00%Coca Cola Co.
Shares12.7K
Event2026-03-31
Filed2026-05-12
ZS
0.00%Zscaler Inc
Shares6.9K
Event2026-03-31
Filed2026-05-12
MCK
-6.33%McKesson Corp
Shares1.1K
Event2026-03-31
Filed2026-05-12
Duke Energy Corp.
-6.44%Duke Energy Corp.
Shares7.3K
Event2026-03-31
Filed2026-05-12
ADI
0.00%Analog Devices Inc
Shares3.0K
Event2026-03-31
Filed2026-05-12
DDOG
-5.80%Datadog Inc
Shares8.0K
Event2026-03-31
Filed2026-05-12
BROS
5.13%Dutch Bros Inc
Shares18.4K
Event2026-03-31
Filed2026-05-12
APD
0.00%Air Products and Chemicals Inc
Shares3.1K
Event2026-03-31
Filed2026-05-12
BAC
0.00%Bank of America Corp
Shares18.5K
Event2026-03-31
Filed2026-05-12
VMC
0.00%Vulcan Materials Company
Shares3.2K
Event2026-03-31
Filed2026-05-12
KMB
-21.84%Kimberly Clark Corp
Shares8.9K
Event2026-03-31
Filed2026-05-12
PG
0.00%Procter & Gamble Co.
Shares5.9K
Event2026-03-31
Filed2026-05-12
BA
87.81%Boeing Co
Shares4.2K
Event2026-03-31
Filed2026-05-12
NXPI
0.00%NXP Semiconductors N.V.
Shares4.2K
Event2026-03-31
Filed2026-05-12
IWR
0.00%iShares Russell Midcap Index Fd
Shares8.4K
Event2026-03-31
Filed2026-05-12
NVO
0.00%Novo Nordisk
Shares21.5K
Event2026-03-31
Filed2026-05-12
UNH
0.70%UnitedHealth Group
Shares2.9K
Event2026-03-31
Filed2026-05-12
LMT
0.00%Lockheed Martin Corp
Shares1.3K
Event2026-03-31
Filed2026-05-12
WELL
-4.91%Welltower Inc
Shares3.9K
Event2026-03-31
Filed2026-05-12
SCHD
16.43%Schwab US Dividend Equity ETF
Shares24.8K
Event2026-03-31
Filed2026-05-12
GXO
-2.17%GXO Logistics Inc
Shares14.7K
Event2026-03-31
Filed2026-05-12
XLK
0.00%Technology Select Sector SPDR Fund
Shares5.7K
Event2026-03-31
Filed2026-05-12
SCHF
0.00%Schwab International Equity Fund
Shares30.2K
Event2026-03-31
Filed2026-05-12
ORCL
-32.04%Oracle Corp
Shares5.0K
Event2026-03-31
Filed2026-05-12
BEP
0.00%Brookfield Renewable Partners LP
Shares21.5K
Event2026-03-31
Filed2026-05-12
BSX
-13.69%Boston Scientific Corp
Shares11.0K
Event2026-03-31
Filed2026-05-12
FTV
0.00%Fortive Corp
Shares12.5K
Event2026-03-31
Filed2026-05-12
INDA
-22.14%Ishares MSCI India Index
Shares14.6K
Event2026-03-31
Filed2026-05-12
CTAS
0.00%Cintas Corp
Shares4.0K
Event2026-03-31
Filed2026-05-12
EWJ
0.00%iShares MSCI Japan Index Fund
Shares7.9K
Event2026-03-31
Filed2026-05-12
Cigna Corporation
0.00%Cigna Corporation
Shares2.5K
Event2026-03-31
Filed2026-05-12
GLW
-32.50%Corning Inc
Shares4.9K
Event2026-03-31
Filed2026-05-12
CMI
-1.21%Cummins Inc
Shares1.2K
Event2026-03-31
Filed2026-05-12
Merck & Co Inc
0.00%Merck & Co Inc
Shares5.4K
Event2026-03-31
Filed2026-05-12
ADP
0.00%Automatic Data Processing Inc
Shares3.1K
Event2026-03-31
Filed2026-05-12
NFLX
96.11%Netflix Inc
Shares6.5K
Event2026-03-31
Filed2026-05-12
VIG
0.24%Vanguard Dividend Appreciation ETF
Shares2.9K
Event2026-03-31
Filed2026-05-12
IWM
8.91%Ishares Tr Russell 2000 Index Fd
Shares2.5K
Event2026-03-31
Filed2026-05-12
ITUB
0.00%Itau UniBanco Multiplo ADR
Shares74.4K
Event2026-03-31
Filed2026-05-12
CARR
-0.91%Carrier Global Corp
Shares10.9K
Event2026-03-31
Filed2026-05-12
TIP
0.00%iShares TIPS Bond Fund
Shares5.2K
Event2026-03-31
Filed2026-05-12
IMNM
-46.16%Immunome, Inc.
Shares25.4K
Event2026-03-31
Filed2026-05-12
PNC
0.00%PNC Financial Services Group Inc
Shares2.7K
Event2026-03-31
Filed2026-05-12
SRAD
0.00%Sportradar Group
Shares32.6K
Event2026-03-31
Filed2026-05-12
Carnival Corp
NewCarnival Corp
Shares21.0K
Event2026-03-31
Filed2026-05-12
PLTR
NewPalantir Technologies In
Shares3.7K
Event2026-03-31
Filed2026-05-12
VOE
0.49%Vanguard Mid Cap Value
Shares2.8K
Event2026-03-31
Filed2026-05-12
PH
-4.15%Parker Hannifin Corp
Shares578
Event2026-03-31
Filed2026-05-12
BMY
0.30%Bristol-Myers Squibb
Shares8.4K
Event2026-03-31
Filed2026-05-12
AMRZ
0.84%Amrize AG
Shares9.1K
Event2026-03-31
Filed2026-05-12
UBER
-56.49%Uber Technologies Inc
Shares6.9K
Event2026-03-31
Filed2026-05-12
SCHB
0.04%Schwab US Broad Market ETF
Shares19.2K
Event2026-03-31
Filed2026-05-12
CL
0.00%Colgate Palmolive Co
Shares5.6K
Event2026-03-31
Filed2026-05-12
PSX
0.00%Phillips 66
Shares2.6K
Event2026-03-31
Filed2026-05-12
HSBC
0.00%HSBC PLC Spon ADR
Shares5.7K
Event2026-03-31
Filed2026-05-12
IQV
7.82%Iqvia Hldgs Inc
Shares2.8K
Event2026-03-31
Filed2026-05-12
TCOM
0.00%Trip.com Group Ltd
Shares9.4K
Event2026-03-31
Filed2026-05-12
VWO
0.00%Vanguard FTSE Emerging Mkt ETF
Shares8.7K
Event2026-03-31
Filed2026-05-12
JCI
0.00%Johnson Controls Inc
Shares3.5K
Event2026-03-31
Filed2026-05-12
FLKR
NewFranklin FTSE South Korea ETF
Shares11.2K
Event2026-03-31
Filed2026-05-12
NVR
0.00%NVR Inc
Shares65
Event2026-03-31
Filed2026-05-12
LDOS
0.00%Leidos Holdings Inc
Shares2.8K
Event2026-03-31
Filed2026-05-12
CRWD
24.40%Crowdstrike Hldgs Inc
Shares1.0K
Event2026-03-31
Filed2026-05-12
SHW
0.00%Sherwin Williams Co
Shares1.2K
Event2026-03-31
Filed2026-05-12
CBT
-5.42%Cabot Corporation
Shares5.2K
Event2026-03-31
Filed2026-05-12
ALL
0.00%Allstate Corp
Shares1.9K
Event2026-03-31
Filed2026-05-12
MU
-15.31%Micron Technology Inc
Shares1.1K
Event2026-03-31
Filed2026-05-12
EFA
0.00%iShares MSCI EAFE Index Fund
Shares3.8K
Event2026-03-31
Filed2026-05-12
GEV
17.65%GE Vernova Inc.
Shares420
Event2026-03-31
Filed2026-05-12
XLI
19.04%Industrial Select Sector SPDR Fund
Shares2.2K
Event2026-03-31
Filed2026-05-12
AVUV
18.11%Avantis US Small Cap Value ETF
Shares3.2K
Event2026-03-31
Filed2026-05-12
IYW
0.00%iShares Trust Dow Jones US Tech Fund
Shares1.9K
Event2026-03-31
Filed2026-05-12
CHKP
0.00%Check Point Software Technologies
Shares2.5K
Event2026-03-31
Filed2026-05-12
FDX
0.00%FedEx Corp
Shares977
Event2026-03-31
Filed2026-05-12
BIDU
0.00%Baidu Inc ADR
Shares3.1K
Event2026-03-31
Filed2026-05-12
EXP
0.00%Eagle Materials Inc
Shares1.8K
Event2026-03-31
Filed2026-05-12
SHEL
0.00%SHELL ADR EACH REP 2 ORD WI
Shares3.6K
Event2026-03-31
Filed2026-05-12
Canadian Pacific Kansas City Ltd
0.00%Canadian Pacific Kansas City Ltd
Shares4.2K
Event2026-03-31
Filed2026-05-12
CSX
0.00%C S X Corp
Shares7.9K
Event2026-03-31
Filed2026-05-12
EXC
0.00%Exelon Corporation
Shares6.5K
Event2026-03-31
Filed2026-05-12
GLD
16.16%SPDR Gold Trust
Shares726
Event2026-03-31
Filed2026-05-12
SYLD
-4.23%Cambria Shareholder Yield ETF
Shares4.0K
Event2026-03-31
Filed2026-05-12
DOV
0.00%Dover Corp
Shares1.4K
Event2026-03-31
Filed2026-05-12
Aon PLC
0.00%Aon PLC
Shares900
Event2026-03-31
Filed2026-05-12
VEA
0.04%Vanguard FTSE Developed Markets ETF
Shares4.5K
Event2026-03-31
Filed2026-05-12
RPM
-12.70%RPM International Inc
Shares2.8K
Event2026-03-31
Filed2026-05-12
TotalEnergies SE
NewTotalEnergies SE
Shares3.0K
Event2026-03-31
Filed2026-05-12
TSLA
0.00%Tesla Inc
Shares729
Event2026-03-31
Filed2026-05-12
NUE
-13.41%Nucor Corp
Shares1.5K
Event2026-03-31
Filed2026-05-12
IJH
0.00%Ishares Tr S&P Midcap
Shares3.6K
Event2026-03-31
Filed2026-05-12
VLO
NewValero Energy Corp
Shares960
Event2026-03-31
Filed2026-05-12
SCHA
0.02%Schwab US Small Cap ETF
Shares8.2K
Event2026-03-31
Filed2026-05-12
PEG
0.00%Public Service Enterprise Group
Shares2.9K
Event2026-03-31
Filed2026-05-12
INCY
15.89%Incyte Corporation
Shares2.5K
Event2026-03-31
Filed2026-05-12
ON
NewOn Semiconductor Co
Shares3.7K
Event2026-03-31
Filed2026-05-12
MFG
0.00%Mizuho Financial Group Inc
Shares28.8K
Event2026-03-31
Filed2026-05-12
XYL
0.00%Xylem Inc
Shares1.9K
Event2026-03-31
Filed2026-05-12
TOST
NewToast Inc
Shares8.4K
Event2026-03-31
Filed2026-05-12
EQIX
NewEquinix Inc
Shares218
Event2026-03-31
Filed2026-05-12
Powershares QQQ Trust
8.36%Powershares QQQ Trust
Shares363
Event2026-03-31
Filed2026-05-12
EMR
0.00%Emerson Electric Co
Shares1.6K
Event2026-03-31
Filed2026-05-12
WFC
8.43%Wells Fargo & Co.
Shares2.6K
Event2026-03-31
Filed2026-05-12
AMGN
NewAmgen Inc
Shares579
Event2026-03-31
Filed2026-05-12
HQL
NewAbrdn Life Science Investors
Shares10.1K
Event2026-03-31
Filed2026-05-12
OCGN
0.00%Ocugen Inc
Shares25.0K
Event2026-03-31
Filed2026-05-12
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