Sponsored

The Analysis of BARD ASSOCIATES INC's Holdings & P&L

Currently, BARD ASSOCIATES INC holds 295 types of securities in its portfolio with a total value $401.6M. In the most recent quarter, they have increased their positions in JAAA (+499.9K shares, valued at $25.3M), PFF (+691.9K shares, valued at $21.0M), FFC (+1.2M shares, valued at $18.8M); decreased their positions in CJMB (-6.2K shares, valued at $6.4K); initiated new positions in JAAA (+499.9K shares, valued at $25.3M), PFF (+691.9K shares, valued at $21.0M), FFC (+1.2M shares, valued at $18.8M).

1M P&L

+4.8M+1.48%

3M P&L

+6.0M+1.87%

HY P&L

+43.5M+15.42%

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/A143.8M

41.0%

2Gold18.6M

5.3%

3Packaged Foods14.4M

4.1%

Top Industries by Stock Count

1N/A47 stocks

17.5%

2Software - Application8 stocks

3.0%

3Specialty Chemicals6 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JAAA JANUS DETROIT STR TR499.9K sharesnew addition2026-03-312026-05-08

PFF ISHARES TR691.9K sharesnew addition2026-03-312026-05-08

FFC FLAHERTY & CRUMRIN PFD & INM1.2M sharesnew addition2026-03-312026-05-08

COHERENT CORP COHERENT CORP53.6K sharesnew addition2026-03-312026-05-08

SCHO SCHWAB STRATEGIC TR508.8K sharesnew addition2026-03-312026-05-08

VNQ VANGUARD INDEX FDS139.2K sharesnew addition2026-03-312026-05-08

REZ ISHARES TR146.1K sharesnew addition2026-03-312026-05-08

MAMA MAMAS CREATIONS INC689.6K sharesnew addition2026-03-312026-05-08

Sponsored

ENSG ENSIGN GROUP INC49.5K sharesnew addition2026-03-312026-05-08

TYG TORTOISE ENERGY INFRSTRCTR C196.5K sharesnew addition2026-03-312026-05-08

ALPS ETF TR ALPS ETF TR172.7K sharesnew addition2026-03-312026-05-08

KYN KAYNE ANDERSON ENERGY INFRST586.3K sharesnew addition2026-03-312026-05-08

NEE NEXTERA ENERGY INC77.3K sharesnew addition2026-03-312026-05-08

AEHR AEHR TEST SYS179.1K sharesnew addition2026-03-312026-05-08

ODC OIL DRI CORP AMER100.2K sharesnew addition2026-03-312026-05-08

AROC ARCHROCK INC182.4K sharesnew addition2026-03-312026-05-08

Sponsored

OR ROYALTIES INC. OR ROYALTIES INC.163.9K sharesnew addition2026-03-312026-05-08

FIP FTAI INFRASTRUCTURE INC1.2M sharesnew addition2026-03-312026-05-08

MPTI M-TRON INDS INC85.5K sharesnew addition2026-03-312026-05-08

EQX EQUINOX GOLD CORP391.5K sharesnew addition2026-03-312026-05-08

LGCY LEGACY ED INC448.5K sharesnew addition2026-03-312026-05-08

TPZ TORTOISE CAPITAL SERIES TRUS254.7K sharesnew addition2026-03-312026-05-08

WPM WHEATON PRECIOUS METALS CORP41.5K sharesnew addition2026-03-312026-05-08

VPU VANGUARD WORLD FD26.8K sharesnew addition2026-03-312026-05-08

Sponsored

BK TECHNOLOGIES CORPORATION BK TECHNOLOGIES CORPORATION69.1K sharesnew addition2026-03-312026-05-08

USAC USA COMPRESSION PARTNERS LP183.8K sharesnew addition2026-03-312026-05-08

KTOS KRATOS DEFENSE & SEC SOLUTIO70.6K sharesnew addition2026-03-312026-05-08

ACU ACME UTD CORP109.4K sharesnew addition2026-03-312026-05-08

GDXJ VANECK ETF TRUST40.8K sharesnew addition2026-03-312026-05-08

CMPO GPGI INC285.1K sharesnew addition2026-03-312026-05-08

CSV CARRIAGE SVCS INC98.5K sharesnew addition2026-03-312026-05-08

ACNT ASCENT INDUSTRIES CO325.6K sharesnew addition2026-03-312026-05-08

Sponsored

OSS ONE STOP SYS INC540.7K sharesnew addition2026-03-312026-05-08

CXDO CREXENDO INC602.9K sharesnew addition2026-03-312026-05-08

LEGH LEGACY HOUSING CORP180.3K sharesnew addition2026-03-312026-05-08

RGLD ROYAL GOLD INC14.1K sharesnew addition2026-03-312026-05-08

BOF BRANCHOUT FOOD INC1.0M sharesnew addition2026-03-312026-05-08

LGL LGL GROUP INC489.9K sharesnew addition2026-03-312026-05-08

AMRK GOLD COM INC82.0K sharesnew addition2026-03-312026-05-08

CMT CORE MOLDING TECHNOLOGIES IN145.2K sharesnew addition2026-03-312026-05-08

Sponsored

USPH U S PHYSICAL THERAPY43.0K sharesnew addition2026-03-312026-05-08

FLOTEK INDUSTRIES INC FLOTEK INDUSTRIES INC190.6K sharesnew addition2026-03-312026-05-08

PCYO PURE CYCLE CORP313.8K sharesnew addition2026-03-312026-05-08

VMD VIEMED HEALTHCARE INC339.9K sharesnew addition2026-03-312026-05-08

BUDA JUICE INC BUDA JUICE INC293.3K sharesnew addition2026-03-312026-05-08

AMPG AMPLITECH GROUP INC1.6M sharesnew addition2026-03-312026-05-08

KFS KINGSWAY FINL SVCS INC277.9K sharesnew addition2026-03-312026-05-08

INTT INTEST CORP211.6K sharesnew addition2026-03-312026-05-08

Sponsored

SMID SMITH MIDLAND CORP80.3K sharesnew addition2026-03-312026-05-08

MOB 426.6K sharesnew addition2026-05-132026-05-13

INLX INTELLINETICS INC332.3K sharesnew addition2026-03-312026-05-08

ELAUWIT CONNECTION INC ELAUWIT CONNECTION INC415.4K sharesnew addition2026-03-312026-05-08

FNV FRANCO NEV CORP9.6K sharesnew addition2026-03-312026-05-08

ALCO ALICO INC55.6K sharesnew addition2026-03-312026-05-08

MOBILICOM LTD MOBILICOM LTD428.6K sharesnew addition2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.4K sharesnew addition2026-03-312026-05-08

Sponsored

KWR QUAKER HOUGHTON16.8K sharesnew addition2026-03-312026-05-08

TRGP TARGA RES CORP7.8K sharesnew addition2026-03-312026-05-08

GDX VANECK ETF TRUST20.4K sharesnew addition2026-03-312026-05-08

TGEN TECOGEN INC NEW688.3K sharesnew addition2026-03-312026-05-08

NEM NEWMONT CORP14.5K sharesnew addition2026-03-312026-05-08

NMTC NEUROONE MED TECHNOLOGIES CO1.8M sharesnew addition2026-03-312026-05-08

HROW HARROW INC40.4K sharesnew addition2026-03-312026-05-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II23.6K sharesnew addition2026-03-312026-05-08

Sponsored

CELH CELSIUS HLDGS INC38.8K sharesnew addition2026-03-312026-05-08

RSSS RESEARCH SOLUTIONS INC608.4K sharesnew addition2026-03-312026-05-08

FREIGHTOS LTD FREIGHTOS LTD784.0K sharesnew addition2026-03-312026-05-08

IEX IDEX CORP6.6K sharesnew addition2026-03-312026-05-08

UTMD UTAH MED PRODS INC18.4K sharesnew addition2026-03-312026-05-08

ACCS ACCESS NEWSWIRE INC128.8K sharesnew addition2026-03-312026-05-08

PMNT PERFECT MOMENT LTD4.3M sharesnew addition2026-03-312026-05-08

RMT ROYCE MICRO-CAP TR INC89.4K sharesnew addition2026-03-312026-05-08

Sponsored

GWRS GLOBAL WTR RES INC118.3K sharesnew addition2026-03-312026-05-08

AIOT POWERFLEET INC281.6K sharesnew addition2026-03-312026-05-08

BLIN BRIDGELINE DIGITAL INC1.1M sharesnew addition2026-03-312026-05-08

WELL WELLTOWER INC4.3K sharesnew addition2026-03-312026-05-08

RMNI RIMINI STR INC DEL249.2K sharesnew addition2026-03-312026-05-08

JKHY HENRY JACK & ASSOC INC5.2K sharesnew addition2026-03-312026-05-08

INDS PACER FDS TR21.8K sharesnew addition2026-03-312026-05-08

WFCF WHERE FOOD COMES FROM INC58.1K sharesnew addition2026-03-312026-05-08

Sponsored

PNTG PENNANT GROUP INC25.0K sharesnew addition2026-03-312026-05-08

PAVE GLOBAL X FDS14.1K sharesnew addition2026-03-312026-05-08

UWM PROSHARES TR14.9K sharesnew addition2026-03-312026-05-08

ABCB AMERIS BANCORP8.9K sharesnew addition2026-03-312026-05-08

PBA PEMBINA PIPELINE CORP14.7K sharesnew addition2026-03-312026-05-08

MLR MILLER INDS INC TENN14.0K sharesnew addition2026-03-312026-05-08

VENU VENU HLDG CORP180.5K sharesnew addition2026-03-312026-05-08

COEUR MNG INC COEUR MNG INC28.9K sharesnew addition2026-03-312026-05-08

Sponsored

MODULAR MED INC MODULAR MED INC99.5K sharesnew addition2026-03-312026-05-08

SLV ISHARES SILVER TR7.7K sharesnew addition2026-03-312026-05-08

PDEX PRO-DEX INC COLO10.6K sharesnew addition2026-03-312026-05-08

GLD SPDR GOLD TR1.0K sharesnew addition2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K sharesnew addition2026-03-312026-05-08

JOF JAPAN SMALLER CAPITALIZATION39.2K sharesnew addition2026-03-312026-05-08

IRT INDEPENDENCE RLTY TR INC27.2K sharesnew addition2026-03-312026-05-08

CECO CECO ENVIRONMENTAL CORP6.8K sharesnew addition2026-03-312026-05-08

Sponsored

OOMA OOMA INC27.7K sharesnew addition2026-03-312026-05-08

CTRE CARETRUST REIT INC10.8K sharesnew addition2026-03-312026-05-08

PM PHILIP MORRIS INTL INC2.4K sharesnew addition2026-03-312026-05-08

CHRW C H ROBINSON WORLDWIDE IN2.4K sharesnew addition2026-03-312026-05-08

ALPHABET INC ALPHABET INC1.4K sharesnew addition2026-03-312026-05-08

MODD 102.8K sharesnew addition2026-05-132026-05-13

NEPH NEPHROS INC121.2K sharesnew addition2026-03-312026-05-08

NEO NEOGENOMICS INC46.9K sharesnew addition2026-03-312026-05-08

Sponsored

TJX TJX COS INC NEW2.1K sharesnew addition2026-03-312026-05-08

TACT TRANSACT TECHNOLOGIES INC100.0K sharesnew addition2026-03-312026-05-08

BIZD VANECK ETF TRUST24.5K sharesnew addition2026-03-312026-05-08

CJMB CALLAN JMB INC245.5K sharesnew addition2026-03-312026-05-08

KO COCA COLA CO3.9K sharesnew addition2026-03-312026-05-08

EVI EVI INDS INC14.6K sharesnew addition2026-03-312026-05-08

MO ALTRIA GROUP INC4.5K sharesnew addition2026-03-312026-05-08

MRTN MARTEN TRANS LTD22.7K sharesnew addition2026-03-312026-05-08

Sponsored

LMT LOCKHEED MARTIN CORP490 sharesnew addition2026-03-312026-05-08

EXPD EXPEDITORS INTL WASH INC2.1K sharesnew addition2026-03-312026-05-08

FTLF FITLIFE BRANDS INC20.0K sharesnew addition2026-03-312026-05-08

PAYS PAYSIGN INC47.7K sharesnew addition2026-03-312026-05-08

HSY HERSHEY CO1.3K sharesnew addition2026-03-312026-05-08

BCPC BALCHEM CORP1.6K sharesnew addition2026-03-312026-05-08

HD HOME DEPOT INC821 sharesnew addition2026-03-312026-05-08

RDVT RED VIOLET INC7.8K sharesnew addition2026-03-312026-05-08

Sponsored

ALLE ALLEGION PLC1.8K sharesnew addition2026-03-312026-05-08

META META PLATFORMS INC456 sharesnew addition2026-03-312026-05-08

TXN TEXAS INSTRS INC1.3K sharesnew addition2026-03-312026-05-08

PEP PEPSICO INC1.6K sharesnew addition2026-03-312026-05-08

CJMB 239.3K shares-2.53%2026-05-132026-05-13

HGV HILTON GRAND VACATIONS INC6.2K sharesnew addition2026-03-312026-05-08

SANG SANGOMA TECHNOLOGIES CORP59.7K sharesnew addition2026-03-312026-05-08

MOBBW MOBILICOM LTD142.7K sharesnew addition2026-03-312026-05-08

Sponsored

SYY SYSCO CORP3.2K sharesnew addition2026-03-312026-05-08

LOW LOWES COS INC931 sharesnew addition2026-03-312026-05-08

UNILEVER PLC UNILEVER PLC3.8K sharesnew addition2026-03-312026-05-08

PII POLARIS INC4.0K sharesnew addition2026-03-312026-05-08

SOTK SONO TEK CORP52.5K sharesnew addition2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC50 sharesnew addition2026-03-312026-05-08

CLFD CLEARFIELD INC7.5K sharesnew addition2026-03-312026-05-08

MAS MASCO CORP3.3K sharesnew addition2026-03-312026-05-08

Sponsored

BBSI BARRETT BUSINESS SVCS INC6.8K sharesnew addition2026-03-312026-05-08

MKTX MARKETAXESS HLDGS INC1.2K sharesnew addition2026-03-312026-05-08

ADP AUTOMATIC DATA PROCESSING IN902 sharesnew addition2026-03-312026-05-08

NKE NIKE INC3.3K sharesnew addition2026-03-312026-05-08

LULU LULULEMON ATHLETICA INC1.2K sharesnew addition2026-03-312026-05-08

CDW CDW CORP1.4K sharesnew addition2026-03-312026-05-08

NVR NVR INC26 sharesnew addition2026-03-312026-05-08

PYPL PAYPAL HLDGS INC3.7K sharesnew addition2026-03-312026-05-08

Sponsored

CHE CHEMED CORP NEW440 sharesnew addition2026-03-312026-05-08

NNDM NANO DIMENSION LTD96.5K sharesnew addition2026-03-312026-05-08

POOL POOL CORP779 sharesnew addition2026-03-312026-05-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND793 sharesnew addition2026-03-312026-05-08

VRTX VERTEX PHARMACEUTICALS INC350 sharesnew addition2026-03-312026-05-08

ESBA EMPIRE ST RLTY OP L P28.8K sharesnew addition2026-03-312026-05-08

JJSF J & J SNACK FOODS CORP1.8K sharesnew addition2026-03-312026-05-08

MOAT VANECK ETF TRUST1.5K sharesnew addition2026-03-312026-05-08

Sponsored

ZTS ZOETIS INC1.2K sharesnew addition2026-03-312026-05-08

QCOM QUALCOMM INC1.0K sharesnew addition2026-03-312026-05-08

UMH UMH PPTYS INC8.4K sharesnew addition2026-03-312026-05-08

LOPE GRAND CANYON ED INC676 sharesnew addition2026-03-312026-05-08

ITW ILLINOIS TOOL WKS INC400 sharesnew addition2026-03-312026-05-08

AAPL APPLE INC400 sharesnew addition2026-03-312026-05-08

RHLD RESOLUTE HLDGS MGMT INC582 sharesnew addition2026-03-312026-05-08

SEIC SEI INVTS CO1.2K sharesnew addition2026-03-312026-05-08

Sponsored

LRN STRIDE INC995 sharesnew addition2026-03-312026-05-08

SELF GLOBAL SELF STORAGE INC16.7K sharesnew addition2026-03-312026-05-08

CEF SPROTT ASSET MANAGEMENT LP1.5K sharesnew addition2026-03-312026-05-08

AG FIRST MAJESTIC SILVER CORP3.1K sharesnew addition2026-03-312026-05-08

KRMD KORU MEDICAL SYSTEMS INC14.6K sharesnew addition2026-03-312026-05-08

IGSB ISHARES TR1.2K sharesnew addition2026-03-312026-05-08

GIC GLOBAL INDUSTRIAL COMPANY1.9K sharesnew addition2026-03-312026-05-08

UPS UNITED PARCEL SVCS INC613 sharesnew addition2026-03-312026-05-08

Sponsored

BLACKSTONE INC BLACKSTONE INC520 sharesnew addition2026-03-312026-05-08

HRB BLOCK H & R INC1.8K sharesnew addition2026-03-312026-05-08

AEF ABRDN EMERGING MARKETS EX CH8.0K sharesnew addition2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC466 sharesnew addition2026-03-312026-05-08

GRBK GREEN BRICK PARTNERS INC833 sharesnew addition2026-03-312026-05-08

SMIN ISHARES TR875 sharesnew addition2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS208 sharesnew addition2026-03-312026-05-08

HBM HUDBAY MINERALS INC2.3K sharesnew addition2026-03-312026-05-08

Sponsored

ALPHABET INC ALPHABET INC167 sharesnew addition2026-03-312026-05-08

CLMB CLIMB GLOBAL SOLUTIONS INC2.3K sharesnew addition2026-03-312026-05-08

JPST J P MORGAN EXCHANGE TRADED F717 sharesnew addition2026-03-312026-05-08

JNJ JOHNSON & JOHNSON147 sharesnew addition2026-03-312026-05-08

ADBE ADOBE INC143 sharesnew addition2026-03-312026-05-08

BODI THE BEACHBODY COMPANY INC3.1K sharesnew addition2026-03-312026-05-08

YINN DIREXION SHARES ETF TRUST1.0K sharesnew addition2026-03-312026-05-08

VTIP VANGUARD MALVERN FDS670 sharesnew addition2026-03-312026-05-08

Sponsored

VMBS VANGUARD SCOTTSDALE FDS634 sharesnew addition2026-03-312026-05-08

MINT PIMCO ETF TR268 sharesnew addition2026-03-312026-05-08

TMP TOMPKINS FINL CORP300 sharesnew addition2026-03-312026-05-08

WWD WOODWARD INC65 sharesnew addition2026-03-312026-05-08

INFU INFUSYSTEM HLDGS INC2.5K sharesnew addition2026-03-312026-05-08

LPTH LIGHTPATH TECHNOLOGIES INC2.0K sharesnew addition2026-03-312026-05-08

LEG LEGGETT & PLATT INC2.0K sharesnew addition2026-03-312026-05-08

ASM AVINO SILVER & GOLD MINES LT3.0K sharesnew addition2026-03-312026-05-08

Sponsored

CPT CAMDEN PPTY TR189 sharesnew addition2026-03-312026-05-08

PFE PFIZER INC650 sharesnew addition2026-03-312026-05-08

BBCP CONCRETE PUMPING HLDGS INC2.5K sharesnew addition2026-03-312026-05-08

BJRI BJS RESTAURANTS INC500 sharesnew addition2026-03-312026-05-08

IFRA ISHARES TR300 sharesnew addition2026-03-312026-05-08

VTWO VANGUARD SCOTTSDALE FDS168 sharesnew addition2026-03-312026-05-08

SLI STANDARD LITHIUM LTD4.8K sharesnew addition2026-03-312026-05-08

PULS PGIM ETF TR325 sharesnew addition2026-03-312026-05-08

Sponsored

VNM VANECK ETF TRUST900 sharesnew addition2026-03-312026-05-08

WLDN WILLDAN GROUP INC200 sharesnew addition2026-03-312026-05-08

AIRG AIRGAIN INC2.8K sharesnew addition2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC300 sharesnew addition2026-03-312026-05-08

EDBLW EDIBLE GARDEN AG INC142.0K sharesnew addition2026-03-312026-05-08

CUBI CUSTOMERS BANCORP INC200 sharesnew addition2026-03-312026-05-08

JPLD J P MORGAN EXCHANGE TRADED F261 sharesnew addition2026-03-312026-05-08

GROY GOLD ROYALTY CORP3.8K sharesnew addition2026-03-312026-05-08

Sponsored

EPM EVOLUTION PETE CORP2.5K sharesnew addition2026-03-312026-05-08

TRNS TRANSCAT INC150 sharesnew addition2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS137 sharesnew addition2026-03-312026-05-08

CM CANADIAN IMPERIAL BANK OF CO111 sharesnew addition2026-03-312026-05-08

VUSB VANGUARD BD INDEX FDS209 sharesnew addition2026-03-312026-05-08

ELVR ELEVRA LITHIUM LTD175 sharesnew addition2026-03-312026-05-08

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV666 sharesnew addition2026-03-312026-05-08

TCX TUCOWS INC550 sharesnew addition2026-03-312026-05-08

Sponsored

OPRX OPTIMIZERX CORP1.5K sharesnew addition2026-03-312026-05-08

VGSH VANGUARD SCOTTSDALE FDS145 sharesnew addition2026-03-312026-05-08

WFC WELLS FARGO & CO106 sharesnew addition2026-03-312026-05-08

EE EXCELERATE ENERGY INC250 sharesnew addition2026-03-312026-05-08

URA GLOBAL X FDS153 sharesnew addition2026-03-312026-05-08

BAC BANK AMERICA CORP145 sharesnew addition2026-03-312026-05-08

BVS BIOVENTUS INC708 sharesnew addition2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC INC13 sharesnew addition2026-03-312026-05-08

Sponsored

BIOFRONTERA INC BIOFRONTERA INC154.9K sharesnew addition2026-03-312026-05-08

HDSN HUDSON TECHNOLOGIES INC1.0K sharesnew addition2026-03-312026-05-08

RYN RAYONIER INC276 sharesnew addition2026-03-312026-05-08

COP CONOCOPHILLIPS41 sharesnew addition2026-03-312026-05-08

CVX CHEVRON CORPORATION25 sharesnew addition2026-03-312026-05-08

NCPLW NETCAPITAL INC199.4K sharesnew addition2026-03-312026-05-08

VICI VICI PPTYS INC166 sharesnew addition2026-03-312026-05-08

DE DEERE & CO8 sharesnew addition2026-03-312026-05-08

Sponsored

OUNZ VANECK MERK GOLD ETF100 sharesnew addition2026-03-312026-05-08

ADI ANALOG DEVICES INC14 sharesnew addition2026-03-312026-05-08

MS MORGAN STANLEY27 sharesnew addition2026-03-312026-05-08

SCHW SCHWAB CHARLES CORP47 sharesnew addition2026-03-312026-05-08

BK BANK NEW YORK MELLON CORP37 sharesnew addition2026-03-312026-05-08

RTX RTX CORPORATION22 sharesnew addition2026-03-312026-05-08

APD AIR PRODUCTS AND CHEMICALS I14 sharesnew addition2026-03-312026-05-08

MCD MCDONALDS CORP13 sharesnew addition2026-03-312026-05-08

Sponsored

WMT WALMART INC32 sharesnew addition2026-03-312026-05-08

EATON CORP PLC EATON CORP PLC11 sharesnew addition2026-03-312026-05-08

UNP UNION PAC CORP16 sharesnew addition2026-03-312026-05-08

FIS FIDELITY NATL INFORMATION SV82 sharesnew addition2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP11 sharesnew addition2026-03-312026-05-08

EOG EOG RES INC26 sharesnew addition2026-03-312026-05-08

PSTL POSTAL REALTY TRUST INC200 sharesnew addition2026-03-312026-05-08

ABBV ABBVIE INC17 sharesnew addition2026-03-312026-05-08

Sponsored

AXP AMERICAN EXPRESS CO12 sharesnew addition2026-03-312026-05-08

DSL DOUBLELINE INCOME SOLUTIONS332 sharesnew addition2026-03-312026-05-08

BRT BRT APARTMENTS CORP266 sharesnew addition2026-03-312026-05-08

DOV DOVER CORP17 sharesnew addition2026-03-312026-05-08

PG PROCTER & GAMBLE CO24 sharesnew addition2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC4 sharesnew addition2026-03-312026-05-08

MSFT MICROSOFT CORP9 sharesnew addition2026-03-312026-05-08

XEL XCEL ENERGY INC41 sharesnew addition2026-03-312026-05-08

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL8 sharesnew addition2026-03-312026-05-08

THE CIGNA GROUP THE CIGNA GROUP11 sharesnew addition2026-03-312026-05-08

MMM 3M CO20 sharesnew addition2026-03-312026-05-08

MDV MODIV INDUSTRIAL INC200 sharesnew addition2026-03-312026-05-08

MDLZ MONDELEZ INTL INC48 sharesnew addition2026-03-312026-05-08

COF CAPITAL ONE FINL CORP15 sharesnew addition2026-03-312026-05-08

CMS CMS ENERGY CORP35 sharesnew addition2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC10 sharesnew addition2026-03-312026-05-08

Sponsored

CME CME GROUP INC9 sharesnew addition2026-03-312026-05-08

CMCSA COMCAST CORP NEW88 sharesnew addition2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC29 sharesnew addition2026-03-312026-05-08

ABT ABBOTT LABORATORIES24 sharesnew addition2026-03-312026-05-08

DIS DISNEY WALT CO24 sharesnew addition2026-03-312026-05-08

BMY BRISTOL-MYERS SQUIBB CO37 sharesnew addition2026-03-312026-05-08

PGR PROGRESSIVE CORP11 sharesnew addition2026-03-312026-05-08

RIVN RIVIAN AUTOMOTIVE INC140 sharesnew addition2026-03-312026-05-08

Sponsored

DHR DANAHER CORP DEL11 sharesnew addition2026-03-312026-05-08

NXPI NXP SEMICONDUCTORS N V10 sharesnew addition2026-03-312026-05-08

AJG GALLAGHER ARTHUR J & CO9 sharesnew addition2026-03-312026-05-08

LLY ELI LILLY & CO2 sharesnew addition2026-03-312026-05-08

CARR CARRIER GLOBAL CORPORATION32 sharesnew addition2026-03-312026-05-08

BANX ARROWMARK FINANCIAL CORP82 sharesnew addition2026-03-312026-05-08

RSG REPUBLIC SVCS INC7 sharesnew addition2026-03-312026-05-08

POLA POLAR PWR INC714 sharesnew addition2026-03-312026-05-08

Sponsored

NSC NORFOLK SOUTHN CORP4 sharesnew addition2026-03-312026-05-08

LOAN MANHATTAN BRDG CAP INC232 sharesnew addition2026-03-312026-05-08

LAND GLADSTONE LD CORP100 sharesnew addition2026-03-312026-05-08

DUOT DUOS TECHNOLOGIES GROUP INC108 sharesnew addition2026-03-312026-05-08

JYNT JOINT CORP66 sharesnew addition2026-03-312026-05-08

VTRS VIATRIS INC43 sharesnew addition2026-03-312026-05-08

NVDA NVIDIA CORPORATION3 sharesnew addition2026-03-312026-05-08

ATOM ATOMERA INC100 sharesnew addition2026-03-312026-05-08

Sponsored

TSLA TESLA INC1 sharesnew addition2026-03-312026-05-08

DBA INVESCO DB MULTI-SECTOR COMM13 sharesnew addition2026-03-312026-05-08

DAIO DATA I O CORP100 sharesnew addition2026-03-312026-05-08

ROST ROSS STORES INC1 sharesnew addition2026-03-312026-05-08

CL COLGATE PALMOLIVE CO1 sharesnew addition2026-03-312026-05-08

DTSTW DATA STORAGE CORP1.8K sharesnew addition2026-03-312026-05-08

BUR BURFORD CAPITAL LIMITED10 sharesnew addition2026-03-312026-05-08

JAAA

JANUS DETROIT STR TR

New

Shares499.9K

Event2026-03-31

Filed2026-05-08

PFF

ISHARES TR

New

Shares691.9K

Event2026-03-31

Filed2026-05-08

FFC

FLAHERTY & CRUMRIN PFD & INM

New

Shares1.2M

Event2026-03-31

Filed2026-05-08

COHERENT CORP

New

Shares53.6K

Event2026-03-31

Filed2026-05-08

SCHO

SCHWAB STRATEGIC TR

New

Shares508.8K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

New

Shares139.2K

Event2026-03-31

Filed2026-05-08

REZ

ISHARES TR

New

Shares146.1K

Event2026-03-31

Filed2026-05-08

MAMA

MAMAS CREATIONS INC

New

Shares689.6K

Event2026-03-31

Filed2026-05-08

ENSG

ENSIGN GROUP INC

New

Shares49.5K

Event2026-03-31

Filed2026-05-08

TYG

TORTOISE ENERGY INFRSTRCTR C

New

Shares196.5K

Event2026-03-31

Filed2026-05-08

ALPS ETF TR

New

Shares172.7K

Event2026-03-31

Filed2026-05-08

KYN

KAYNE ANDERSON ENERGY INFRST

New

Shares586.3K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

New

Shares77.3K

Event2026-03-31

Filed2026-05-08

AEHR

AEHR TEST SYS

New

Shares179.1K

Event2026-03-31

Filed2026-05-08

ODC

OIL DRI CORP AMER

New

Shares100.2K

Event2026-03-31

Filed2026-05-08

AROC

ARCHROCK INC

New

Shares182.4K

Event2026-03-31

Filed2026-05-08

OR ROYALTIES INC.

New

Shares163.9K

Event2026-03-31

Filed2026-05-08

FIP

FTAI INFRASTRUCTURE INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-08

MPTI

M-TRON INDS INC

New

Shares85.5K

Event2026-03-31

Filed2026-05-08

EQX

EQUINOX GOLD CORP

New

Shares391.5K

Event2026-03-31

Filed2026-05-08

LGCY

LEGACY ED INC

New

Shares448.5K

Event2026-03-31

Filed2026-05-08

TPZ

TORTOISE CAPITAL SERIES TRUS

New

Shares254.7K

Event2026-03-31

Filed2026-05-08

WPM

WHEATON PRECIOUS METALS CORP

New

Shares41.5K

Event2026-03-31

Filed2026-05-08

VPU

VANGUARD WORLD FD

New

Shares26.8K

Event2026-03-31

Filed2026-05-08

BK TECHNOLOGIES CORPORATION

New

Shares69.1K

Event2026-03-31

Filed2026-05-08

USAC

USA COMPRESSION PARTNERS LP

New

Shares183.8K

Event2026-03-31

Filed2026-05-08

KTOS

KRATOS DEFENSE & SEC SOLUTIO

New

Shares70.6K

Event2026-03-31

Filed2026-05-08

ACU

ACME UTD CORP

New

Shares109.4K

Event2026-03-31

Filed2026-05-08

GDXJ

VANECK ETF TRUST

New

Shares40.8K

Event2026-03-31

Filed2026-05-08

CMPO

GPGI INC

New

Shares285.1K

Event2026-03-31

Filed2026-05-08

CSV

CARRIAGE SVCS INC

New

Shares98.5K

Event2026-03-31

Filed2026-05-08

ACNT

ASCENT INDUSTRIES CO

New

Shares325.6K

Event2026-03-31

Filed2026-05-08

OSS

ONE STOP SYS INC

New

Shares540.7K

Event2026-03-31

Filed2026-05-08

CXDO

CREXENDO INC

New

Shares602.9K

Event2026-03-31

Filed2026-05-08

LEGH

LEGACY HOUSING CORP

New

Shares180.3K

Event2026-03-31

Filed2026-05-08

RGLD

ROYAL GOLD INC

New

Shares14.1K

Event2026-03-31

Filed2026-05-08

BOF

BRANCHOUT FOOD INC

New

Shares1.0M

Event2026-03-31

Filed2026-05-08

LGL

LGL GROUP INC

New

Shares489.9K

Event2026-03-31

Filed2026-05-08

AMRK

GOLD COM INC

New

Shares82.0K

Event2026-03-31

Filed2026-05-08

CMT

CORE MOLDING TECHNOLOGIES IN

New

Shares145.2K

Event2026-03-31

Filed2026-05-08

USPH

U S PHYSICAL THERAPY

New

Shares43.0K

Event2026-03-31

Filed2026-05-08

FLOTEK INDUSTRIES INC

New

Shares190.6K

Event2026-03-31

Filed2026-05-08

PCYO

PURE CYCLE CORP

New

Shares313.8K

Event2026-03-31

Filed2026-05-08

VMD

VIEMED HEALTHCARE INC

New

Shares339.9K

Event2026-03-31

Filed2026-05-08

BUDA JUICE INC

New

Shares293.3K

Event2026-03-31

Filed2026-05-08

AMPG

AMPLITECH GROUP INC

New

Shares1.6M

Event2026-03-31

Filed2026-05-08

KFS

KINGSWAY FINL SVCS INC

New

Shares277.9K

Event2026-03-31

Filed2026-05-08

INTT

INTEST CORP

New

Shares211.6K

Event2026-03-31

Filed2026-05-08

SMID

SMITH MIDLAND CORP

New

Shares80.3K

Event2026-03-31

Filed2026-05-08

MOB

New

Shares426.6K

Event2026-05-13

Filed2026-05-13

INLX

INTELLINETICS INC

New

Shares332.3K

Event2026-03-31

Filed2026-05-08

ELAUWIT CONNECTION INC

New

Shares415.4K

Event2026-03-31

Filed2026-05-08

FNV

FRANCO NEV CORP

New

Shares9.6K

Event2026-03-31

Filed2026-05-08

ALCO

ALICO INC

New

Shares55.6K

Event2026-03-31

Filed2026-05-08

MOBILICOM LTD

New

Shares428.6K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

New

Shares4.4K

Event2026-03-31

Filed2026-05-08

KWR

QUAKER HOUGHTON

New

Shares16.8K

Event2026-03-31

Filed2026-05-08

TRGP

TARGA RES CORP

New

Shares7.8K

Event2026-03-31

Filed2026-05-08

GDX

VANECK ETF TRUST

New

Shares20.4K

Event2026-03-31

Filed2026-05-08

TGEN

TECOGEN INC NEW

New

Shares688.3K

Event2026-03-31

Filed2026-05-08

NEM

NEWMONT CORP

New

Shares14.5K

Event2026-03-31

Filed2026-05-08

NMTC

NEUROONE MED TECHNOLOGIES CO

New

Shares1.8M

Event2026-03-31

Filed2026-05-08

HROW

HARROW INC

New

Shares40.4K

Event2026-03-31

Filed2026-05-08

INVESCO EXCH TRADED FD TR II

New

Shares23.6K

Event2026-03-31

Filed2026-05-08

CELH

CELSIUS HLDGS INC

New

Shares38.8K

Event2026-03-31

Filed2026-05-08

RSSS

RESEARCH SOLUTIONS INC

New

Shares608.4K

Event2026-03-31

Filed2026-05-08

FREIGHTOS LTD

New

Shares784.0K

Event2026-03-31

Filed2026-05-08

IEX

IDEX CORP

New

Shares6.6K

Event2026-03-31

Filed2026-05-08

UTMD

UTAH MED PRODS INC

New

Shares18.4K

Event2026-03-31

Filed2026-05-08

ACCS

ACCESS NEWSWIRE INC

New

Shares128.8K

Event2026-03-31

Filed2026-05-08

PMNT

PERFECT MOMENT LTD

New

Shares4.3M

Event2026-03-31

Filed2026-05-08

RMT

ROYCE MICRO-CAP TR INC

New

Shares89.4K

Event2026-03-31

Filed2026-05-08

GWRS

GLOBAL WTR RES INC

New

Shares118.3K

Event2026-03-31

Filed2026-05-08

AIOT

POWERFLEET INC

New

Shares281.6K

Event2026-03-31

Filed2026-05-08

BLIN

BRIDGELINE DIGITAL INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-08

WELL

WELLTOWER INC

New

Shares4.3K

Event2026-03-31

Filed2026-05-08

RMNI

RIMINI STR INC DEL

New

Shares249.2K

Event2026-03-31

Filed2026-05-08

JKHY

HENRY JACK & ASSOC INC

New

Shares5.2K

Event2026-03-31

Filed2026-05-08

INDS

PACER FDS TR

New

Shares21.8K

Event2026-03-31

Filed2026-05-08

WFCF

WHERE FOOD COMES FROM INC

New

Shares58.1K

Event2026-03-31

Filed2026-05-08

PNTG

PENNANT GROUP INC

New

Shares25.0K

Event2026-03-31

Filed2026-05-08

PAVE

GLOBAL X FDS

New

Shares14.1K

Event2026-03-31

Filed2026-05-08

UWM

PROSHARES TR

New

Shares14.9K

Event2026-03-31

Filed2026-05-08

ABCB

AMERIS BANCORP

New

Shares8.9K

Event2026-03-31

Filed2026-05-08

PBA

PEMBINA PIPELINE CORP

New

Shares14.7K

Event2026-03-31

Filed2026-05-08

MLR

MILLER INDS INC TENN

New

Shares14.0K

Event2026-03-31

Filed2026-05-08

VENU

VENU HLDG CORP

New

Shares180.5K

Event2026-03-31

Filed2026-05-08

COEUR MNG INC

New

Shares28.9K

Event2026-03-31

Filed2026-05-08

MODULAR MED INC

New

Shares99.5K

Event2026-03-31

Filed2026-05-08

SLV

ISHARES SILVER TR

New

Shares7.7K

Event2026-03-31

Filed2026-05-08

PDEX

PRO-DEX INC COLO

New

Shares10.6K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares1.3K

Event2026-03-31

Filed2026-05-08

JOF

JAPAN SMALLER CAPITALIZATION

New

Shares39.2K

Event2026-03-31

Filed2026-05-08

IRT

INDEPENDENCE RLTY TR INC

New

Shares27.2K

Event2026-03-31

Filed2026-05-08

CECO

CECO ENVIRONMENTAL CORP

New

Shares6.8K

Event2026-03-31

Filed2026-05-08

OOMA

OOMA INC

New

Shares27.7K

Event2026-03-31

Filed2026-05-08

CTRE

CARETRUST REIT INC

New

Shares10.8K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-08

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares2.4K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-08

MODD

New

Shares102.8K

Event2026-05-13

Filed2026-05-13

NEPH

NEPHROS INC

New

Shares121.2K

Event2026-03-31

Filed2026-05-08

NEO

NEOGENOMICS INC

New

Shares46.9K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

New

Shares2.1K

Event2026-03-31

Filed2026-05-08

TACT

TRANSACT TECHNOLOGIES INC

New

Shares100.0K

Event2026-03-31

Filed2026-05-08

BIZD

VANECK ETF TRUST

New

Shares24.5K

Event2026-03-31

Filed2026-05-08

CJMB

CALLAN JMB INC

New

Shares245.5K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

New

Shares3.9K

Event2026-03-31

Filed2026-05-08

EVI

EVI INDS INC

New

Shares14.6K

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-08

MRTN

MARTEN TRANS LTD

New

Shares22.7K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

New

Shares490

Event2026-03-31

Filed2026-05-08

EXPD

EXPEDITORS INTL WASH INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-08

FTLF

FITLIFE BRANDS INC

New

Shares20.0K

Event2026-03-31

Filed2026-05-08

PAYS

PAYSIGN INC

New

Shares47.7K

Event2026-03-31

Filed2026-05-08

HSY

HERSHEY CO

New

Shares1.3K

Event2026-03-31

Filed2026-05-08

BCPC

BALCHEM CORP

New

Shares1.6K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

New

Shares821

Event2026-03-31

Filed2026-05-08

RDVT

RED VIOLET INC

New

Shares7.8K

Event2026-03-31

Filed2026-05-08

ALLE

ALLEGION PLC

New

Shares1.8K

Event2026-03-31

Filed2026-05-08