Sponsored

The Analysis of BECK MACK & OLIVER LLC's Holdings & P&L

Currently, BECK MACK & OLIVER LLC holds 196 types of securities in its portfolio with a total value $4.9B. In the most recent quarter, they have increased their positions in N/A (+2.8M shares, valued at $308.1M), N/A (+920.9K shares, valued at $264.2M), N/A (+2.3M shares, valued at $259.8M); decreased their positions in TSQ (-410.7K shares, valued at $3.0M); initiated new positions in N/A (+2.8M shares, valued at $308.1M), N/A (+920.9K shares, valued at $264.2M), N/A (+2.3M shares, valued at $259.8M).

1M P&L

-26.9M-0.80%

3M P&L

-119.1M-3.47%

HY P&L

-142.0M-4.11%

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

1Diagnostics & Research540.8M

15.3%

2Credit Services350.0M

9.9%

3Capital Markets284.0M

8.1%

Top Industries by Stock Count

1N/A11 stocks

7.4%

2Diagnostics & Research7 stocks

4.7%

3Banks - Regional6 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.8M sharesnew addition2026-03-312026-05-12

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C920.9K sharesnew addition2026-03-312026-05-12

BLACKSTONE INC. BLACKSTONE INC.2.3M sharesnew addition2026-03-312026-05-12

AJG GALLAGHER ARTHUR J1.1M sharesnew addition2026-03-312026-05-12

SUNBELT RENTALS HOLDING COMMON SUNBELT RENTALS HOLDING COMMON3.4M sharesnew addition2026-03-312026-05-12

MSFT MICROSOFT CORP556.3K sharesnew addition2026-03-312026-05-12

FERGUSON ENTERPRISES INC. FERGUSON ENTERPRISES INC.832.7K sharesnew addition2026-03-312026-05-12

SCHW SCHWAB CHARLES CP NEW COM2.0M sharesnew addition2026-03-312026-05-12

Sponsored

SGI SOMNIGROUP INTERNATIONAL COM2.4M sharesnew addition2026-03-312026-05-12

RDNT RADNET INC COM3.2M sharesnew addition2026-03-312026-05-12

LH LABCORP HOLDINGS616.6K sharesnew addition2026-03-312026-05-12

ZWS ZURN ELKAY WATER SOLUTIONS COR3.5M sharesnew addition2026-03-312026-05-12

CACC CREDIT ACCEP CORP MICH COM309.0K sharesnew addition2026-03-312026-05-12

WAT WATERS CORPORATION432.2K sharesnew addition2026-03-312026-05-12

AXP AMERICAN EXPRESS CO408.0K sharesnew addition2026-03-312026-05-12

HILTON WORLDWIDE HOLDINGS INC HILTON WORLDWIDE HOLDINGS INC394.5K sharesnew addition2026-03-312026-05-12

Sponsored

COSTAR GROUP INC. COSTAR GROUP INC.2.9M sharesnew addition2026-03-312026-05-12

JPM JPMORGAN CHASE & CO.387.7K sharesnew addition2026-03-312026-05-12

ABT ABBOTT LABS935.4K sharesnew addition2026-03-312026-05-12

MTDR MATADOR RES CO COM1.4M sharesnew addition2026-03-312026-05-12

GSAT GLOBALSTAR INC1.1M sharesnew addition2026-03-312026-05-12

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A242.6K sharesnew addition2026-03-312026-05-12

RUSHA RUSH ENTERPRISES INC CL A957.6K sharesnew addition2026-03-312026-05-12

ROP ROPER TECHNOLOGIES INC COM163.2K sharesnew addition2026-03-312026-05-12

Sponsored

WAB WABTEC CORPORATION229.2K sharesnew addition2026-03-312026-05-12

JNJ JOHNSON & JOHNSON214.2K sharesnew addition2026-03-312026-05-12

JEF JEFFERIES FINANCIAL GROUP1.2M sharesnew addition2026-03-312026-05-12

MA MASTERCARD INC CL A96.1K sharesnew addition2026-03-312026-05-12

OWL BLUE OWL CAPITAL INC COM CL A5.3M sharesnew addition2026-03-312026-05-12

AMZN AMAZON.COM INC228.4K sharesnew addition2026-03-312026-05-12

BERKSHIRE HATHAW.CLB BERKSHIRE HATHAW.CLB89.1K sharesnew addition2026-03-312026-05-12

QCOM QUALCOMM INC COM329.7K sharesnew addition2026-03-312026-05-12

Sponsored

MKL MARKEL GROUP INC.19.6K sharesnew addition2026-03-312026-05-12

WMT WAL MART INC.289.1K sharesnew addition2026-03-312026-05-12

WBD WARNER BROS DISCOVERY INC COM1.2M sharesnew addition2026-03-312026-05-12

BN BROOKFIELD CORP CL A LMT VTG S804.0K sharesnew addition2026-03-312026-05-12

TEVA TEVA PHARMAC.IND.ADR1.1M sharesnew addition2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS LP817.0K sharesnew addition2026-03-312026-05-12

WMB WILLIAMS COS INC DEL424.1K sharesnew addition2026-03-312026-05-12

UNP UNION PAC CORP126.7K sharesnew addition2026-03-312026-05-12

Sponsored

AAPL APPLE INC COM116.5K sharesnew addition2026-03-312026-05-12

LOW LOWES COS INC COM122.1K sharesnew addition2026-03-312026-05-12

HUBBELL INC COM HUBBELL INC COM48.8K sharesnew addition2026-03-312026-05-12

ENBRIDGE INC COM ENBRIDGE INC COM320.3K sharesnew addition2026-03-312026-05-12

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW125.1K sharesnew addition2026-03-312026-05-12

ALC ALCON INC ORD SHS209.1K sharesnew addition2026-03-312026-05-12

NTR NUTRIEN LTD COM180.9K sharesnew addition2026-03-312026-05-12

ARES ARES MGMT L P COM UNIT RP IN117.5K sharesnew addition2026-03-312026-05-12

Sponsored

SYY SYSCO CORP COM179.6K sharesnew addition2026-03-312026-05-12

PKE PARK AEROSPACE CORP.423.0K sharesnew addition2026-03-312026-05-12

VZ VERIZON COMM.225.5K sharesnew addition2026-03-312026-05-12

SDHC SMITH DOUGLAS HOMES CO COM SHS850.6K sharesnew addition2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC89.6K sharesnew addition2026-03-312026-05-12

COST COSTCO WHSL CORP NEW10.5K sharesnew addition2026-03-312026-05-12

FDX FEDEX CORP26.9K sharesnew addition2026-03-312026-05-12

BWIN THE BALDWIN INSURANCE COM CL A427.1K sharesnew addition2026-03-312026-05-12

Sponsored

FTRE FORTREA HOLDINGS INC.947.7K sharesnew addition2026-03-312026-05-12

SHW SHERWIN WILLIAMS CO COM26.4K sharesnew addition2026-03-312026-05-12

DOV DOVER CORP39.2K sharesnew addition2026-03-312026-05-12

PG PROCTER & GAMBLE55.4K sharesnew addition2026-03-312026-05-12

XOM EXXON MOBIL CORP45.6K sharesnew addition2026-03-312026-05-12

DIBS 1STDIBS COM INC COM1.3M sharesnew addition2026-03-312026-05-12

CRIMSON WINE GROUP LTD COM CRIMSON WINE GROUP LTD COM1.5M sharesnew addition2026-03-312026-05-12

HD HOME DEPOT INC COM19.4K sharesnew addition2026-03-312026-05-12

Sponsored

COOPER COS INC COM NEW COOPER COS INC COM NEW75.0K sharesnew addition2026-03-312026-05-12

GLD SPDR GOLD TRUST11.3K sharesnew addition2026-03-312026-05-12

AXS AXIS CAP.HOLDGS.LTD.47.7K sharesnew addition2026-03-312026-05-12

PGR PROGRESSIVE CORP OHIO24.2K sharesnew addition2026-03-312026-05-12

TSQ 662.9K shares-38.26%2026-03-312026-05-12

V VISA INC COM CL A15.7K sharesnew addition2026-03-312026-05-12

KMB KIMBERLY CLARK CORP43.2K sharesnew addition2026-03-312026-05-12

RKT ROCKET COS INC COM CL A285.0K sharesnew addition2026-03-312026-05-12

Sponsored

BROOKFIELD ASSET MANAG CL A LM BROOKFIELD ASSET MANAG CL A LM89.8K sharesnew addition2026-03-312026-05-12

KKR & CO INC. KKR & CO INC.43.0K sharesnew addition2026-03-312026-05-12

ARMSTRONG WORLD INDS I COM ARMSTRONG WORLD INDS I COM22.6K sharesnew addition2026-03-312026-05-12

CVX CHEVRON CORPORATION18.0K sharesnew addition2026-03-312026-05-12

PEP PEPSICO INC COM23.2K sharesnew addition2026-03-312026-05-12

VTS VITESSE ENERGY INC198.3K sharesnew addition2026-03-312026-05-12

MTB M & T BK CORP16.3K sharesnew addition2026-03-312026-05-12

TSQ TOWNSQUARE MEDIA INC CL A614.7K sharesnew addition2026-03-312026-05-12

Sponsored

ADP AUTOM.DATA PROCESSING15.5K sharesnew addition2026-03-312026-05-12

LINDE PLC COM LINDE PLC COM6.2K sharesnew addition2026-03-312026-05-12

ABBVIE INC. COM ABBVIE INC. COM14.2K sharesnew addition2026-03-312026-05-12

KNSL KINSALE CAP GROUP INC COM9.0K sharesnew addition2026-03-312026-05-12

DE DEERE & CO COM5.3K sharesnew addition2026-03-312026-05-12

GL GLOBE LIFE INC COM21.1K sharesnew addition2026-03-312026-05-12

IVV ISHARES S&P 500 INDEX FUND4.4K sharesnew addition2026-03-312026-05-12

MAR MARRIOT INTERNATIONAL INC CL A7.7K sharesnew addition2026-03-312026-05-12

Sponsored

PFE PFIZER INC88.1K sharesnew addition2026-03-312026-05-12

TJX TJX COS INC NEW COM13.6K sharesnew addition2026-03-312026-05-12

NVDA NVIDIA CORP COM12.0K sharesnew addition2026-03-312026-05-12

RTX RTX CORP.10.7K sharesnew addition2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE7.3K sharesnew addition2026-03-312026-05-12

GEV GE VERNOVA INC COM2.2K sharesnew addition2026-03-312026-05-12

CAPITAL WORLD GROWTH & COM CAPITAL WORLD GROWTH & COM26.1K sharesnew addition2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR-SP ADR5.4K sharesnew addition2026-03-312026-05-12

Sponsored

NESTLE SA SPONSORED ADR NESTLE SA SPONSORED ADR17.6K sharesnew addition2026-03-312026-05-12

USB US BANCORP DEL COM32.2K sharesnew addition2026-03-312026-05-12

KO COCA-COLA CO21.6K sharesnew addition2026-03-312026-05-12

WMS ADVANCED DRAIN SYS INC COM11.7K sharesnew addition2026-03-312026-05-12

LOAR LOAR HOLDINGS INC.27.0K sharesnew addition2026-03-312026-05-12

SLB SLB LIMITED28.8K sharesnew addition2026-03-312026-05-12

VANGUARD INDEX FDS S&P 500 ETF VANGUARD INDEX FDS S&P 500 ETF2.3K sharesnew addition2026-03-312026-05-12

NEE NEXTERA ENERGY INC.14.8K sharesnew addition2026-03-312026-05-12

Sponsored

FAST FASTENAL CO28.6K sharesnew addition2026-03-312026-05-12

PEG PUBLIC SERVICE ENTERPRISE GR16.4K sharesnew addition2026-03-312026-05-12

MO ALTRIA GROUP INC18.9K sharesnew addition2026-03-312026-05-12

EW EDWARDS LIFESCIENCES COR15.1K sharesnew addition2026-03-312026-05-12

SHEL SHELL PLC SPON ADS12.9K sharesnew addition2026-03-312026-05-12

META PLATFORMS INC CL A META PLATFORMS INC CL A2.0K sharesnew addition2026-03-312026-05-12

D DOMINION ENERGY18.7K sharesnew addition2026-03-312026-05-12

PNC PNC FINL SVCS GROUP COM5.3K sharesnew addition2026-03-312026-05-12

Sponsored

GS GOLDMAN SACHS GROUP1.2K sharesnew addition2026-03-312026-05-12

SPY STATE STREET SPDR S&P 500 ETF1.5K sharesnew addition2026-03-312026-05-12

TMO THERMO FISHER SCIENTIF COM1.9K sharesnew addition2026-03-312026-05-12

BK BANK NEW YORK MELLON CORP7.7K sharesnew addition2026-03-312026-05-12

KHC KRAFT HEINZ CO COM40.0K sharesnew addition2026-03-312026-05-12

MS MORGAN STANLEY5.0K sharesnew addition2026-03-312026-05-12

MTD METTLER TOLEDO INT'L640 sharesnew addition2026-03-312026-05-12

VLO VALERO ENERGY CORP NEW COM3.2K sharesnew addition2026-03-312026-05-12

Sponsored

VANECK VECTORS ETF TR JR GOLD VANECK VECTORS ETF TR JR GOLD6.1K sharesnew addition2026-03-312026-05-12

EOG EOG RES INC COM4.9K sharesnew addition2026-03-312026-05-12

BELFB BEL FUSE INC CL B3.5K sharesnew addition2026-03-312026-05-12

CMCSA COMCAST CORP CL A22.7K sharesnew addition2026-03-312026-05-12

PERMANENT PORTFOLIO FD PERM PO PERMANENT PORTFOLIO FD PERM PO8.1K sharesnew addition2026-03-312026-05-12

GROWTH FD AMER CL A GROWTH FD AMER CL A8.2K sharesnew addition2026-03-312026-05-12

CARR CARRIER GLOBAL CORP COM10.4K sharesnew addition2026-03-312026-05-12

PPTA PERPETUA RESOURCES COR COM20.7K sharesnew addition2026-03-312026-05-12

Sponsored

CL COLGATE PALMOLIVE CO6.5K sharesnew addition2026-03-312026-05-12

TSCO TRACTOR SUPPLY CO COM12.0K sharesnew addition2026-03-312026-05-12

PAYX PAYCHEX INC5.7K sharesnew addition2026-03-312026-05-12

RENAISSANCE RE HLDGS RENAISSANCE RE HLDGS1.7K sharesnew addition2026-03-312026-05-12

INTU INTUIT COM1.2K sharesnew addition2026-03-312026-05-12

TT TRANE TECHNOLOGIES PLC SHS1.2K sharesnew addition2026-03-312026-05-12

VANGUARD INDEX FDS 500INDEX AD VANGUARD INDEX FDS 500INDEX AD799 sharesnew addition2026-03-312026-05-12

COP CONOCOPHILLIPS COM3.6K sharesnew addition2026-03-312026-05-12

Sponsored

WM WASTE MGMT INC DEL COM2.0K sharesnew addition2026-03-312026-05-12

COF CAPITAL ONE FINL CORP2.5K sharesnew addition2026-03-312026-05-12

CBSH COMMERCE BANCSHARES COM9.1K sharesnew addition2026-03-312026-05-12

FI FISERV INC COM8.0K sharesnew addition2026-03-312026-05-12

LAMR LAMAR ADVERTISING CO3.5K sharesnew addition2026-03-312026-05-12

KLAC KLA-TENCOR CORP COM299 sharesnew addition2026-03-312026-05-12

TOST TOAST INC CL A16.5K sharesnew addition2026-03-312026-05-12

ALL ALLSTATE CORP COM2.1K sharesnew addition2026-03-312026-05-12

Sponsored

DIS DISNEY WALT CO4.5K sharesnew addition2026-03-312026-05-12

IBM INTL. BUSINESS MACHINES1.7K sharesnew addition2026-03-312026-05-12

LIBERTY MEDIA CORP DEL FRMULA LIBERTY MEDIA CORP DEL FRMULA5.1K sharesnew addition2026-03-312026-05-12

CBRE CBRE GROUP INC CL A2.9K sharesnew addition2026-03-312026-05-12

IDXX IDEXX LABS INC COM700 sharesnew addition2026-03-312026-05-12

DHR DANAHER CORP DEL2.0K sharesnew addition2026-03-312026-05-12

MCD MCDONALDS CORP COM1.2K sharesnew addition2026-03-312026-05-12

STATE STREET SPDR S&P DIVID ET STATE STREET SPDR S&P DIVID ET2.5K sharesnew addition2026-03-312026-05-12

Sponsored

JPM-PC JPMORGAN CHASE AND CO 6 DEP NC14.3K sharesnew addition2026-03-312026-05-12

OTIS OTIS WORLDWIDE CORP COM4.6K sharesnew addition2026-03-312026-05-12

BAX BAXTER INTL INC20.9K sharesnew addition2026-03-312026-05-12

LGND LIGAND PHARM. CLB (RESTRICTED)1.7K sharesnew addition2026-03-312026-05-12

TSLA TESLA INC COM900 sharesnew addition2026-03-312026-05-12

SO SOUTHERN CO COM3.4K sharesnew addition2026-03-312026-05-12

SPGI S&P GLOBAL INC COM765 sharesnew addition2026-03-312026-05-12

CHCO CITY HLDG CO COM2.6K sharesnew addition2026-03-312026-05-12

Sponsored

APD AIR PRODUCTS & CHEMICALS INC1.1K sharesnew addition2026-03-312026-05-12

LIBERTY MEDIA CORP DEL FRMULA LIBERTY MEDIA CORP DEL FRMULA3.6K sharesnew addition2026-03-312026-05-12

WFC WELLS FARGO & CO NEW3.7K sharesnew addition2026-03-312026-05-12

CET CENTRAL SECS CORP5.9K sharesnew addition2026-03-312026-05-12

ALLIANCE BERNSTEIN HOLDING L.P ALLIANCE BERNSTEIN HOLDING L.P7.7K sharesnew addition2026-03-312026-05-12

CHUBB LIMITED COM CHUBB LIMITED COM878 sharesnew addition2026-03-312026-05-12

J JACOBS ENGR GROUP INC COM2.2K sharesnew addition2026-03-312026-05-12

WBS WEBSTER FINANCIAL CP4.1K sharesnew addition2026-03-312026-05-12

Sponsored

SCHM SCHWAB STRATEGIC TR US MID-CAP9.2K sharesnew addition2026-03-312026-05-12

MU MICRON TECHNOLOGY835 sharesnew addition2026-03-312026-05-12

CMI CUMMINS INC COM520 sharesnew addition2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR US LCAP VA9.1K sharesnew addition2026-03-312026-05-12

YUM YUM! BRANDS INC.1.8K sharesnew addition2026-03-312026-05-12

ASML ASML HOLDING N V NY REG SHS199 sharesnew addition2026-03-312026-05-12

KRATOS DEFENSE & SEC S COM NEW KRATOS DEFENSE & SEC S COM NEW3.7K sharesnew addition2026-03-312026-05-12

ZOETIS INC CL A ZOETIS INC CL A2.2K sharesnew addition2026-03-312026-05-12

Sponsored

ACCENTURE PLC ACCENTURE PLC1.3K sharesnew addition2026-03-312026-05-12

TXN TEXAS INSTRS INC COM1.2K sharesnew addition2026-03-312026-05-12

ELV ELEVANCE HEALTH INC801 sharesnew addition2026-03-312026-05-12

HYG ISHARES TR IBOXX HI YD ETF2.8K sharesnew addition2026-03-312026-05-12

INTC INTEL CORP COM5.0K sharesnew addition2026-03-312026-05-12

AMGN AMGEN INC COM624 sharesnew addition2026-03-312026-05-12

VB VANGUARD SMALL-CAP VIPERS830 sharesnew addition2026-03-312026-05-12

ONEX COPR SUB VTG (ONEXF) ONEX COPR SUB VTG (ONEXF)2.9K sharesnew addition2026-03-312026-05-12

Sponsored

KINDER MORGAN INC DEL COM KINDER MORGAN INC DEL COM6.0K sharesnew addition2026-03-312026-05-12

WESDOME GOLD MINES LTD COM WESDOME GOLD MINES LTD COM10.9K sharesnew addition2026-03-312026-05-12

GSM FERROGLOBE PLC SHS40.4K sharesnew addition2026-03-312026-05-12

IAUX I-80 GOLD CORP COM100.0K sharesnew addition2026-03-312026-05-12

VTRS VIATRIS INC COM10.7K sharesnew addition2026-03-312026-05-12

BODYCOTE PLC COM BODYCOTE PLC COM17.0K sharesnew addition2026-03-312026-05-12

SJT SAN JUAN BASIN RTUBI15.6K sharesnew addition2026-03-312026-05-12

TRANSOCEAN LTD TRANSOCEAN LTD10.7K sharesnew addition2026-03-312026-05-12

Sponsored

VRCA VERRICA PHARMACEUTICALS INC12.0K sharesnew addition2026-03-312026-05-12

BB BLACKBERRY LTD COM18.1K sharesnew addition2026-03-312026-05-12

DUNDEE ENERGY LTD COM DUNDEE ENERGY LTD COM10.0K sharesnew addition2026-03-312026-05-12

MANITOK ENERGY INC COM MANITOK ENERGY INC COM24.8K sharesnew addition2026-03-312026-05-12

APOLLO GLOBAL MGMT INC

New

Shares2.8M

Event2026-03-31

Filed2026-05-12

ALPHABET INC CAP STK CL C

New

Shares920.9K

Event2026-03-31

Filed2026-05-12

BLACKSTONE INC.

New

Shares2.3M

Event2026-03-31

Filed2026-05-12

AJG

GALLAGHER ARTHUR J

New

Shares1.1M

Event2026-03-31

Filed2026-05-12

SUNBELT RENTALS HOLDING COMMON

New

Shares3.4M

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

New

Shares556.3K

Event2026-03-31

Filed2026-05-12

FERGUSON ENTERPRISES INC.

New

Shares832.7K

Event2026-03-31

Filed2026-05-12

SCHW

SCHWAB CHARLES CP NEW COM

New

Shares2.0M

Event2026-03-31

Filed2026-05-12

SGI

SOMNIGROUP INTERNATIONAL COM

New

Shares2.4M

Event2026-03-31

Filed2026-05-12

RDNT

RADNET INC COM

New

Shares3.2M

Event2026-03-31

Filed2026-05-12

LABCORP HOLDINGS

New

Shares616.6K

Event2026-03-31

Filed2026-05-12

ZWS

ZURN ELKAY WATER SOLUTIONS COR

New

Shares3.5M

Event2026-03-31

Filed2026-05-12

CACC

CREDIT ACCEP CORP MICH COM

New

Shares309.0K

Event2026-03-31

Filed2026-05-12

WAT

WATERS CORPORATION

New

Shares432.2K

Event2026-03-31

Filed2026-05-12

AXP

AMERICAN EXPRESS CO

New

Shares408.0K

Event2026-03-31

Filed2026-05-12

HILTON WORLDWIDE HOLDINGS INC

New

Shares394.5K

Event2026-03-31

Filed2026-05-12

COSTAR GROUP INC.

New

Shares2.9M

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO.

New

Shares387.7K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABS

New

Shares935.4K

Event2026-03-31

Filed2026-05-12

MTDR

MATADOR RES CO COM

New

Shares1.4M

Event2026-03-31

Filed2026-05-12

GSAT

GLOBALSTAR INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-12

ALPHABET INC CAP STK CL A

New

Shares242.6K

Event2026-03-31

Filed2026-05-12

RUSHA

RUSH ENTERPRISES INC CL A

New

Shares957.6K

Event2026-03-31

Filed2026-05-12

ROP

ROPER TECHNOLOGIES INC COM

New

Shares163.2K

Event2026-03-31

Filed2026-05-12

WAB

WABTEC CORPORATION

New

Shares229.2K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

New

Shares214.2K

Event2026-03-31

Filed2026-05-12

JEF

JEFFERIES FINANCIAL GROUP

New

Shares1.2M

Event2026-03-31

Filed2026-05-12

MASTERCARD INC CL A

New

Shares96.1K

Event2026-03-31

Filed2026-05-12

OWL

BLUE OWL CAPITAL INC COM CL A

New

Shares5.3M

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON.COM INC

New

Shares228.4K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAW.CLB

New

Shares89.1K

Event2026-03-31

Filed2026-05-12

QCOM

QUALCOMM INC COM

New

Shares329.7K

Event2026-03-31

Filed2026-05-12

MKL

MARKEL GROUP INC.

New

Shares19.6K

Event2026-03-31

Filed2026-05-12

WMT

WAL MART INC.

New

Shares289.1K

Event2026-03-31

Filed2026-05-12

WBD

WARNER BROS DISCOVERY INC COM

New

Shares1.2M

Event2026-03-31

Filed2026-05-12

BROOKFIELD CORP CL A LMT VTG S

New

Shares804.0K

Event2026-03-31

Filed2026-05-12

TEVA

TEVA PHARMAC.IND.ADR

New

Shares1.1M

Event2026-03-31

Filed2026-05-12

EPD

ENTERPRISE PRODS PARTNERS LP

New

Shares817.0K

Event2026-03-31

Filed2026-05-12

WMB

WILLIAMS COS INC DEL

New

Shares424.1K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

New

Shares126.7K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC COM

New

Shares116.5K

Event2026-03-31

Filed2026-05-12

LOW

LOWES COS INC COM

New

Shares122.1K

Event2026-03-31

Filed2026-05-12

HUBBELL INC COM

New

Shares48.8K

Event2026-03-31

Filed2026-05-12

ENBRIDGE INC COM

New

Shares320.3K

Event2026-03-31

Filed2026-05-12

DUKE ENERGY CORP NEW COM NEW

New

Shares125.1K

Event2026-03-31

Filed2026-05-12

ALC

ALCON INC ORD SHS

New

Shares209.1K

Event2026-03-31

Filed2026-05-12

NTR

NUTRIEN LTD COM

New

Shares180.9K

Event2026-03-31

Filed2026-05-12

ARES

ARES MGMT L P COM UNIT RP IN

New

Shares117.5K

Event2026-03-31

Filed2026-05-12

SYY

SYSCO CORP COM

New

Shares179.6K

Event2026-03-31

Filed2026-05-12

PKE

PARK AEROSPACE CORP.

New

Shares423.0K

Event2026-03-31

Filed2026-05-12

VERIZON COMM.

New

Shares225.5K

Event2026-03-31

Filed2026-05-12

SDHC

SMITH DOUGLAS HOMES CO COM SHS

New

Shares850.6K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

New

Shares89.6K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHSL CORP NEW

New

Shares10.5K

Event2026-03-31

Filed2026-05-12

FDX

FEDEX CORP

New

Shares26.9K

Event2026-03-31

Filed2026-05-12

BWIN

THE BALDWIN INSURANCE COM CL A

New

Shares427.1K

Event2026-03-31

Filed2026-05-12

FTRE

FORTREA HOLDINGS INC.

New

Shares947.7K

Event2026-03-31

Filed2026-05-12

SHW

SHERWIN WILLIAMS CO COM

New

Shares26.4K

Event2026-03-31

Filed2026-05-12

DOV

DOVER CORP

New

Shares39.2K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE

New

Shares55.4K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

New

Shares45.6K

Event2026-03-31

Filed2026-05-12

DIBS

1STDIBS COM INC COM

New

Shares1.3M

Event2026-03-31

Filed2026-05-12

CRIMSON WINE GROUP LTD COM

New

Shares1.5M

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC COM

New

Shares19.4K

Event2026-03-31

Filed2026-05-12

COOPER COS INC COM NEW

New

Shares75.0K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TRUST

New

Shares11.3K

Event2026-03-31

Filed2026-05-12

AXS

AXIS CAP.HOLDGS.LTD.

New

Shares47.7K

Event2026-03-31

Filed2026-05-12

PGR

PROGRESSIVE CORP OHIO

New

Shares24.2K

Event2026-03-31

Filed2026-05-12

TSQ

-38.26%

Shares662.9K

Event2026-03-31

Filed2026-05-12

VISA INC COM CL A

New

Shares15.7K

Event2026-03-31

Filed2026-05-12

KMB

KIMBERLY CLARK CORP

New

Shares43.2K

Event2026-03-31

Filed2026-05-12

RKT

ROCKET COS INC COM CL A

New

Shares285.0K

Event2026-03-31

Filed2026-05-12

BROOKFIELD ASSET MANAG CL A LM

New

Shares89.8K

Event2026-03-31

Filed2026-05-12

KKR & CO INC.

New

Shares43.0K

Event2026-03-31

Filed2026-05-12

ARMSTRONG WORLD INDS I COM

New

Shares22.6K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

New

Shares18.0K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC COM

New

Shares23.2K

Event2026-03-31

Filed2026-05-12

VTS

VITESSE ENERGY INC

New

Shares198.3K

Event2026-03-31

Filed2026-05-12

MTB

M & T BK CORP

New

Shares16.3K

Event2026-03-31

Filed2026-05-12

TSQ

TOWNSQUARE MEDIA INC CL A

New

Shares614.7K

Event2026-03-31

Filed2026-05-12

ADP

AUTOM.DATA PROCESSING

New

Shares15.5K

Event2026-03-31

Filed2026-05-12

LINDE PLC COM

New

Shares6.2K

Event2026-03-31

Filed2026-05-12

ABBVIE INC. COM

New

Shares14.2K

Event2026-03-31

Filed2026-05-12

KNSL

KINSALE CAP GROUP INC COM

New

Shares9.0K

Event2026-03-31

Filed2026-05-12

DEERE & CO COM

New

Shares5.3K

Event2026-03-31

Filed2026-05-12

GLOBE LIFE INC COM

New

Shares21.1K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES S&P 500 INDEX FUND

New

Shares4.4K

Event2026-03-31

Filed2026-05-12

MAR

MARRIOT INTERNATIONAL INC CL A

New

Shares7.7K

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC

New

Shares88.1K

Event2026-03-31

Filed2026-05-12

TJX

TJX COS INC NEW COM

New

Shares13.6K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORP COM

New

Shares12.0K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORP.

New

Shares10.7K

Event2026-03-31

Filed2026-05-12

GE AEROSPACE

New

Shares7.3K

Event2026-03-31

Filed2026-05-12

GEV

GE VERNOVA INC COM

New

Shares2.2K

Event2026-03-31

Filed2026-05-12

CAPITAL WORLD GROWTH & COM

New

Shares26.1K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR-SP ADR

New

Shares5.4K

Event2026-03-31

Filed2026-05-12

NESTLE SA SPONSORED ADR

New

Shares17.6K

Event2026-03-31

Filed2026-05-12

USB

US BANCORP DEL COM

New

Shares32.2K

Event2026-03-31

Filed2026-05-12

COCA-COLA CO

New

Shares21.6K

Event2026-03-31

Filed2026-05-12

WMS

ADVANCED DRAIN SYS INC COM

New

Shares11.7K

Event2026-03-31

Filed2026-05-12

LOAR

LOAR HOLDINGS INC.

New

Shares27.0K

Event2026-03-31

Filed2026-05-12

SLB

SLB LIMITED

New

Shares28.8K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS S&P 500 ETF

New

Shares2.3K

Event2026-03-31

Filed2026-05-12

NEE

NEXTERA ENERGY INC.

New

Shares14.8K

Event2026-03-31

Filed2026-05-12

FAST

FASTENAL CO

New

Shares28.6K

Event2026-03-31

Filed2026-05-12

PEG

PUBLIC SERVICE ENTERPRISE GR

New

Shares16.4K

Event2026-03-31

Filed2026-05-12

ALTRIA GROUP INC

New

Shares18.9K

Event2026-03-31

Filed2026-05-12

EDWARDS LIFESCIENCES COR

New

Shares15.1K

Event2026-03-31

Filed2026-05-12

SHEL

SHELL PLC SPON ADS

New

Shares12.9K

Event2026-03-31

Filed2026-05-12

META PLATFORMS INC CL A

New

Shares2.0K

Event2026-03-31

Filed2026-05-12

DOMINION ENERGY

New

Shares18.7K

Event2026-03-31

Filed2026-05-12

PNC

PNC FINL SVCS GROUP COM

New

Shares5.3K

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS GROUP

New

Shares1.2K

Event2026-03-31

Filed2026-05-12

SPY

STATE STREET SPDR S&P 500 ETF

New

Shares1.5K

Event2026-03-31

Filed2026-05-12

TMO

THERMO FISHER SCIENTIF COM

New

Shares1.9K

Event2026-03-31

Filed2026-05-12

BANK NEW YORK MELLON CORP

New

Shares7.7K

Event2026-03-31

Filed2026-05-12

KHC

KRAFT HEINZ CO COM

New

Shares40.0K

Event2026-03-31

Filed2026-05-12

MORGAN STANLEY

New

Shares5.0K

Event2026-03-31

Filed2026-05-12

MTD

METTLER TOLEDO INT'L

New

Shares640

Event2026-03-31

Filed2026-05-12

VLO

VALERO ENERGY CORP NEW COM

New

Shares3.2K

Event2026-03-31

Filed2026-05-12

VANECK VECTORS ETF TR JR GOLD

New

Shares6.1K

Event2026-03-31

Filed2026-05-12

EOG

EOG RES INC COM

New

Shares4.9K

Event2026-03-31

Filed2026-05-12

BELFB

BEL FUSE INC CL B

New

Shares3.5K

Event2026-03-31

Filed2026-05-12

CMCSA

COMCAST CORP CL A

New

Shares22.7K

Event2026-03-31

Filed2026-05-12

PERMANENT PORTFOLIO FD PERM PO

New

Shares8.1K

Event2026-03-31

Filed2026-05-12

GROWTH FD AMER CL A

New

Shares8.2K

Event2026-03-31

Filed2026-05-12

CARR

CARRIER GLOBAL CORP COM

New

Shares10.4K

Event2026-03-31

Filed2026-05-12

PPTA

PERPETUA RESOURCES COR COM

New

Shares20.7K

Event2026-03-31

Filed2026-05-12

COLGATE PALMOLIVE CO

New

Shares6.5K

Event2026-03-31

Filed2026-05-12

TSCO

TRACTOR SUPPLY CO COM

New

Shares12.0K

Event2026-03-31

Filed2026-05-12

PAYX

PAYCHEX INC

New

Shares5.7K

Event2026-03-31

Filed2026-05-12

RENAISSANCE RE HLDGS

New

Shares1.7K

Event2026-03-31

Filed2026-05-12

INTU

INTUIT COM

New

Shares1.2K

Event2026-03-31

Filed2026-05-12

TRANE TECHNOLOGIES PLC SHS

New

Shares1.2K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS 500INDEX AD

New

Shares799

Event2026-03-31

Filed2026-05-12

COP

CONOCOPHILLIPS COM

New

Shares3.6K

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL COM

New

Shares2.0K

Event2026-03-31

Filed2026-05-12

COF

CAPITAL ONE FINL CORP

New

Shares2.5K

Event2026-03-31

Filed2026-05-12

CBSH

COMMERCE BANCSHARES COM

New

Shares9.1K

Event2026-03-31

Filed2026-05-12

FISERV INC COM

New

Shares8.0K

Event2026-03-31

Filed2026-05-12

LAMR

LAMAR ADVERTISING CO

New

Shares3.5K

Event2026-03-31

Filed2026-05-12

KLAC

KLA-TENCOR CORP COM

New

Shares299

Event2026-03-31

Filed2026-05-12

TOST

TOAST INC CL A

New

Shares16.5K

Event2026-03-31

Filed2026-05-12

ALL

ALLSTATE CORP COM

New

Shares2.1K

Event2026-03-31

Filed2026-05-12

DIS

DISNEY WALT CO

New

Shares4.5K

Event2026-03-31

Filed2026-05-12

IBM

INTL. BUSINESS MACHINES

New

Shares1.7K

Event2026-03-31

Filed2026-05-12

LIBERTY MEDIA CORP DEL FRMULA

New

Shares5.1K

Event2026-03-31

Filed2026-05-12

CBRE

CBRE GROUP INC CL A

New

Shares2.9K

Event2026-03-31

Filed2026-05-12

IDXX

IDEXX LABS INC COM

New

Shares700

Event2026-03-31

Filed2026-05-12

DHR

DANAHER CORP DEL

New

Shares2.0K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP COM

New

Shares1.2K

Event2026-03-31

Filed2026-05-12

STATE STREET SPDR S&P DIVID ET

New

Shares2.5K

Event2026-03-31

Filed2026-05-12

JPM-PC

JPMORGAN CHASE AND CO 6 DEP NC

New

Shares14.3K

Event2026-03-31

Filed2026-05-12

OTIS

OTIS WORLDWIDE CORP COM

New

Shares4.6K

Event2026-03-31

Filed2026-05-12

BAX

BAXTER INTL INC

New

Shares20.9K

Event2026-03-31

Filed2026-05-12

LGND

LIGAND PHARM. CLB (RESTRICTED)

New

Shares1.7K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC COM

New

Shares900

Event2026-03-31

Filed2026-05-12

SOUTHERN CO COM

New

Shares3.4K

Event2026-03-31

Filed2026-05-12

SPGI

S&P GLOBAL INC COM

New

Shares765

Event2026-03-31

Filed2026-05-12

CHCO

CITY HLDG CO COM

New

Shares2.6K

Event2026-03-31

Filed2026-05-12

APD

AIR PRODUCTS & CHEMICALS INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-12

LIBERTY MEDIA CORP DEL FRMULA

New

Shares3.6K

Event2026-03-31

Filed2026-05-12

WFC

WELLS FARGO & CO NEW

New

Shares3.7K

Event2026-03-31

Filed2026-05-12

CET

CENTRAL SECS CORP

New

Shares5.9K

Event2026-03-31

Filed2026-05-12

ALLIANCE BERNSTEIN HOLDING L.P

New

Shares7.7K

Event2026-03-31

Filed2026-05-12

CHUBB LIMITED COM

New

Shares878

Event2026-03-31

Filed2026-05-12

JACOBS ENGR GROUP INC COM

New

Shares2.2K

Event2026-03-31

Filed2026-05-12

WBS

WEBSTER FINANCIAL CP

New

Shares4.1K

Event2026-03-31

Filed2026-05-12

SCHM

SCHWAB STRATEGIC TR US MID-CAP

New

Shares9.2K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY

New

Shares835

Event2026-03-31

Filed2026-05-12

CMI

CUMMINS INC COM

New

Shares520

Event2026-03-31

Filed2026-05-12

SCHV

SCHWAB STRATEGIC TR US LCAP VA

New

Shares9.1K

Event2026-03-31

Filed2026-05-12

YUM

YUM! BRANDS INC.

New

Shares1.8K

Event2026-03-31

Filed2026-05-12

ASML

ASML HOLDING N V NY REG SHS

New

Shares199

Event2026-03-31

Filed2026-05-12

KRATOS DEFENSE & SEC S COM NEW

New

Shares3.7K

Event2026-03-31

Filed2026-05-12

ZOETIS INC CL A

New

Shares2.2K

Event2026-03-31

Filed2026-05-12

ACCENTURE PLC

New

Shares1.3K

Event2026-03-31

Filed2026-05-12

TXN

TEXAS INSTRS INC COM

New

Shares1.2K

Event2026-03-31

Filed2026-05-12

ELV

ELEVANCE HEALTH INC

New

Shares801

Event2026-03-31

Filed2026-05-12

HYG

ISHARES TR IBOXX HI YD ETF

New

Shares2.8K

Event2026-03-31

Filed2026-05-12

INTC

INTEL CORP COM

New

Shares5.0K

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC COM

New

Shares624

Event2026-03-31

Filed2026-05-12

VANGUARD SMALL-CAP VIPERS

New

Shares830

Event2026-03-31

Filed2026-05-12

ONEX COPR SUB VTG (ONEXF)

New

Shares2.9K

Event2026-03-31

Filed2026-05-12

KINDER MORGAN INC DEL COM

New

Shares6.0K

Event2026-03-31

Filed2026-05-12

WESDOME GOLD MINES LTD COM

New

Shares10.9K

Event2026-03-31

Filed2026-05-12

GSM

FERROGLOBE PLC SHS

New

Shares40.4K

Event2026-03-31

Filed2026-05-12

IAUX

I-80 GOLD CORP COM

New

Shares100.0K

Event2026-03-31

Filed2026-05-12

VTRS

VIATRIS INC COM

New

Shares10.7K

Event2026-03-31

Filed2026-05-12

BODYCOTE PLC COM

New

Shares17.0K

Event2026-03-31

Filed2026-05-12

SJT

SAN JUAN BASIN RTUBI

New

Shares15.6K

Event2026-03-31

Filed2026-05-12

TRANSOCEAN LTD

New

Shares10.7K

Event2026-03-31

Filed2026-05-12

VRCA

VERRICA PHARMACEUTICALS INC

New

Shares12.0K

Event2026-03-31

Filed2026-05-12

BLACKBERRY LTD COM

New

Shares18.1K

Event2026-03-31

Filed2026-05-12

DUNDEE ENERGY LTD COM

New

Shares10.0K

Event2026-03-31

Filed2026-05-12

MANITOK ENERGY INC COM

New

Shares24.8K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available