Sponsored

The Analysis of BENEDICT FINANCIAL ADVISORS INC's Holdings & P&L

Currently, BENEDICT FINANCIAL ADVISORS INC holds 142 types of securities in its portfolio with a total value $514.7M. In the most recent quarter, they have increased their positions in N/A (+13.4K shares, valued at $3.0M), N/A (+13.3K shares, valued at $2.9M), DVN (+62.0K shares, valued at $2.6M); decreased their positions in GLW (-11.3K shares, valued at $2.9M), N/A (-7.5K shares, valued at $886.0K), AAPL (-2.1K shares, valued at $600.7K); initiated new positions in N/A (+13.4K shares, valued at $3.0M), N/A (+13.3K shares, valued at $2.9M), DVN (+62.0K shares, valued at $2.6M).

1M P&L

+3.3M+0.81%

3M P&L

+19.2M+4.82%

HY P&L

+17.9M+4.48%

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/A41.6M

10.2%

2Drug Manufacturers - General37.6M

9.2%

3Tobacco28.1M

6.9%

Top Industries by Stock Count

1N/A19 stocks

16.0%

2Drug Manufacturers - General7 stocks

5.9%

3Semiconductors4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC82.1K shares-2.47%2026-06-302026-07-16

CISCO SYSTEMS INC CISCO SYSTEMS INC172.0K shares-4.20%2026-06-302026-07-16

GLW CORNING INC75.5K shares-13.01%2026-06-302026-07-16

MO ALTRIA GROUP INC215.5K shares-0.94%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON61.0K shares-0.64%2026-06-302026-07-16

BIL STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF165.7K shares6.28%2026-06-302026-07-16

MSFT MICROSOFT CORP36.7K shares-0.82%2026-06-302026-07-16

PM PHILIP MORRIS INTL INC69.5K shares-0.46%2026-06-302026-07-16

Sponsored

RTX CORP RTX CORP63.7K shares-1.94%2026-06-302026-07-16

AMGN AMGEN INC33.3K shares-0.09%2026-06-302026-07-16

ABBVIE INC ABBVIE INC47.0K shares1.09%2026-06-302026-07-16

TRAVELERS COS INC TRAVELERS COS INC35.1K shares-0.31%2026-06-302026-07-16

CHUBB LTD CHUBB LTD23.0K shares-4.57%2026-06-302026-07-16

QCOM QUALCOMM INC41.8K shares-1.84%2026-06-302026-07-16

VZ VERIZON COMMUNICATIONS INC175.3K shares-0.13%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC CL B14.7K shares-0.28%2026-06-302026-07-16

Sponsored

VISA INC CL A VISA INC CL A21.3K shares-0.07%2026-06-302026-07-16

CME CME GROUP INC CL A30.6K shares0.51%2026-06-302026-07-16

LMT LOCKHEED MARTIN CORP12.4K shares-0.65%2026-06-302026-07-16

DUK DUKE ENERGY CORP49.7K shares0.25%2026-06-302026-07-16

KO COCA-COLA COMPANY74.7K shares-0.99%2026-06-302026-07-16

MEDTRONIC PLC MEDTRONIC PLC76.8K shares1.81%2026-06-302026-07-16

MCD MCDONALDS CORP21.0K shares-0.29%2026-06-302026-07-16

KMI KINDER MORGAN INC DE166.7K shares0.39%2026-06-302026-07-16

Sponsored

HSY HERSHEY COMPANY30.3K shares0.85%2026-06-302026-07-16

PG PROCTER & GAMBLE CO35.3K shares0.68%2026-06-302026-07-16

CAT CATERPILLAR INC4.8K shares-2.09%2026-06-302026-07-16

CVX CHEVRON CORP29.9K shares-0.21%2026-06-302026-07-16

SYY SYSCO CORP59.1K shares0.27%2026-06-302026-07-16

WMT WALMART INC43.6K shares-4.82%2026-06-302026-07-16

AXP AMERICAN EXPRESS CO14.6K shares0.39%2026-06-302026-07-16

EMR EMERSON ELECTRIC CO34.1K shares-1.17%2026-06-302026-07-16

Sponsored

CROWDSTRIKE HOLDINGS INC CL A CROWDSTRIKE HOLDINGS INC CL A6.2K shares-2.74%2026-06-302026-07-16

AMZN AMAZON.COM INC19.9K shares-0.94%2026-06-302026-07-16

QQQ INVESCO QQQ ETF6.4K shares1.18%2026-06-302026-07-16

SBUX STARBUCKS CORP45.8K shares-1.04%2026-06-302026-07-16

COR CENCORA INC16.0K shares-0.01%2026-06-302026-07-16

LAMR LAMAR ADVERTISING COMPANY NEW CL A28.8K shares1.03%2026-06-302026-07-16

XLV STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF27.1K shares0.00%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO13.1K shares-0.82%2026-06-302026-07-16

Sponsored

DOV DOVER CORP18.7K shares-1.72%2026-06-302026-07-16

FANG DIAMONDBACK ENERGY INC23.4K shares0.05%2026-06-302026-07-16

BMY BRISTOL MYERS SQUIBB COMPANY70.1K shares1.30%2026-06-302026-07-16

RNR RENAISSANCERE HOLDINGS LIMITED12.7K shares-1.49%2026-06-302026-07-16

TXN TEXAS INSTRUMENTS INC13.4K shares-1.46%2026-06-302026-07-16

ADP AUTOMATIC DATA PROCESSING INC17.4K shares-0.17%2026-06-302026-07-16

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF16.3K shares-0.95%2026-06-302026-07-16

BDX BECTON DICKINSON & CO25.0K shares1.84%2026-06-302026-07-16

Sponsored

CVS CVS HEALTH CORP34.4K shares-0.00%2026-06-302026-07-16

GIS GENERAL MILLS INC100.3K shares-0.91%2026-06-302026-07-16

NVDA NVIDIA CORP17.3K shares-1.09%2026-06-302026-07-16

ROK ROCKWELL AUTOMATION INC6.9K shares-0.09%2026-06-302026-07-16

ELV ELEVANCE HEALTH INC8.6K shares-1.64%2026-06-302026-07-16

ADM ARCHER DANIELS MIDLAND COMPANY42.9K shares-0.08%2026-06-302026-07-16

TC ENERGY CORP TC ENERGY CORP48.7K shares-0.39%2026-06-302026-07-16

ABT ABBOTT LABORATORIES34.5K shares5.50%2026-06-302026-07-16

Sponsored

KMB KIMBERLY CLARK CORP28.2K shares5.62%2026-06-302026-07-16

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP3.3K shares-2.45%2026-06-302026-07-16

DLR DIGITAL REALTY TRUST INC17.2K shares-1.34%2026-06-302026-07-16

HONEYWELL INTL INC HONEYWELL INTL INC13.4K sharesnew addition2026-06-302026-07-16

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC13.3K sharesnew addition2026-06-302026-07-16

AXS AXIS CAPITAL HOLDINGS LIMITED26.5K shares0.03%2026-06-302026-07-16

RPM RPM INTERNATIONAL INC25.4K shares0.47%2026-06-302026-07-16

KR KROGER CO50.6K shares1.41%2026-06-302026-07-16

Sponsored

GPN GLOBAL PAYMENTS INC37.3K shares9.32%2026-06-302026-07-16

C CITIGROUP INC19.3K shares-1.60%2026-06-302026-07-16

EXPD EXPEDITORS INTL WASH INC16.5K shares-1.97%2026-06-302026-07-16

NVS NOVARTIS AG SPON ADR17.1K shares-1.79%2026-06-302026-07-16

GOOGL ALPHABET INC CL A7.4K shares7.28%2026-06-302026-07-16

UL UNILEVER PLC SPON ADR43.6K shares0.54%2026-06-302026-07-16

ICE INTERCONTINENTAL EXCHANGE INC21.3K shares5.21%2026-06-302026-07-16

DVN DEVON ENERGY CORP62.0K sharesnew addition2026-06-302026-07-16

Sponsored

OKE ONEOK INC29.1K shares2.81%2026-06-302026-07-16

NSRGY NESTLE S A SPON ADR REPSTG REG SHS24.6K shares2.65%2026-06-302026-07-16

FIS FIDELITY NATIONAL INFORMATION SERVICES INC64.1K sharesnew addition2026-06-302026-07-16

LOW LOWES COMPANIES INC11.2K shares-0.80%2026-06-302026-07-16

GD GENERAL DYNAMICS CORP6.9K shares-0.13%2026-06-302026-07-16

CBOE CBOE GLOBAL MARKETS INC10.0K shares-0.75%2026-06-302026-07-16

CHRW C H ROBINSON WORLDWIDE INC12.5K shares-0.77%2026-06-302026-07-16

BA BOEING COMPANY10.4K shares-0.55%2026-06-302026-07-16

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF9.3K shares0.00%2026-06-302026-07-16

HD HOME DEPOT INC6.2K shares-1.26%2026-06-302026-07-16

SHV ISHARES 0-1 YEAR TREASURY BOND ETF19.4K shares23.02%2026-06-302026-07-16

O REALTY INCOME CORP33.8K shares35.32%2026-06-302026-07-16

DEO DIAGEO PLC SPON ADR26.0K shares3.77%2026-06-302026-07-16

ROL ROLLINS INC50.1K shares0.65%2026-06-302026-07-16

SOUTHERN COMPANY SOUTHERN COMPANY21.3K shares-0.67%2026-06-302026-07-16

WTRG ESSENTIAL UTILITIES INC50.6K shares-4.95%2026-06-302026-07-16

Sponsored

SYK STRYKER CORP5.7K shares-0.19%2026-06-302026-07-16

PEP PEPSICO INC12.8K shares0.12%2026-06-302026-07-16

RLI R L I CORP29.2K shares-0.75%2026-06-302026-07-16

NEXTERA ENERGY INC NEXTERA ENERGY INC19.6K shares0.65%2026-06-302026-07-16

NVO NOVO NORDISK AS ADR33.8K shares0.79%2026-06-302026-07-16

GILD GILEAD SCIENCES INC11.8K shares0.24%2026-06-302026-07-16

CONSTELLATION BRANDS INC CL A CONSTELLATION BRANDS INC CL A10.0K shares2.50%2026-06-302026-07-16

UBER UBER TECHNOLOGIES INC17.1K shares-2.07%2026-06-302026-07-16

Sponsored

RSP INVESCO S&P 500 EQUAL WEIGHT ETF5.8K shares-0.67%2026-06-302026-07-16

SHY ISHARES 1-3 YR TREASURY BOND ETF13.5K shares0.00%2026-06-302026-07-16

GPC GENUINE PARTS CO9.0K shares-6.68%2026-06-302026-07-16

DIS WALT DISNEY CO10.1K shares-11.22%2026-06-302026-07-16

CARR CARRIER GLOBAL CORP12.4K shares-1.26%2026-06-302026-07-16

NKE NIKE INC CL B22.0K shares2.00%2026-06-302026-07-16

IWF ISHARES RUSSELL 1000 GROWTH ETF6.7K shares300.00%2026-06-302026-07-16

BAC BANK OF AMERICA CORP12.7K shares-4.48%2026-06-302026-07-16

Sponsored

DLN WISDOMTREE U S LARGE CAP DIVIDEND ETF7.2K shares0.04%2026-06-302026-07-16

DE DEERE & CO1.1K shares-1.65%2026-06-302026-07-16

KNSL KINSALE CAPITAL GROUP INC1.9K shares41.96%2026-06-302026-07-16

ABBNY ABB LTD SPON ADR5.7K shares-0.70%2026-06-302026-07-16

EXXON MOBIL CORP EXXON MOBIL CORP4.5K shares-12.98%2026-06-302026-07-16

BHP BHP GROUP LTD SPON ADR7.1K shares-2.08%2026-06-302026-07-16

META PLATFORMS INC CL A META PLATFORMS INC CL A1.0K shares29.65%2026-06-302026-07-16

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF678 shares0.30%2026-06-302026-07-16

Sponsored

SWK STANLEY BLACK & DECKER INC4.9K shares-12.18%2026-06-302026-07-16

PKG PACKAGING CORP OF AMERICA1.9K shares-0.90%2026-06-302026-07-16

MU MICRON TECHNOLOGY INC378 sharesnew addition2026-06-302026-07-16

SII SPROTT INC3.9K shares0.23%2026-06-302026-07-16

VOO VANGUARD S&P 500 INDEX ETF627 shares0.32%2026-06-302026-07-16

SHOP SHOPIFY INC CL A3.7K shares0.00%2026-06-302026-07-16

EL ESTEE LAUDER CO INC5.2K sharesnew addition2026-06-302026-07-16

BROADCOM INC BROADCOM INC1.1K shares-8.75%2026-06-302026-07-16

Sponsored

DVY ISHARES SELECT DIVIDEND ETF2.4K shares1.26%2026-06-302026-07-16

WPM WHEATON PRECIOUS METALS CORP3.3K shares-4.97%2026-06-302026-07-16

GOOG ALPHABET INC CL C1.0K shares0.00%2026-06-302026-07-16

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC825 shares0.49%2026-06-302026-07-16

APPLIED MATERIALS INC APPLIED MATERIALS INC473 sharesnew addition2026-06-302026-07-16

QLTY GMO U S QUALITY ETF7.9K shares-3.67%2026-06-302026-07-16

INGR INGREDION INC3.4K shares11.51%2026-06-302026-07-16

RGLD ROYAL GOLD INC1.6K shares-5.46%2026-06-302026-07-16

Sponsored

PYLD PIMCO MULTISECTOR BOND ACTIVE ETF11.9K shares0.00%2026-06-302026-07-16

YUM YUM BRANDS INC1.9K shares-0.26%2026-06-302026-07-16

DG DOLLAR GENL CORP2.3K shares-1.45%2026-06-302026-07-16

SIEGY SIEMENS A G SPON ADR1.5K sharesnew addition2026-06-302026-07-16

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF4.4K shares0.05%2026-06-302026-07-16

DGRW WISDOMTREE U S QUALITY DIVIDEND GROWTH ETF2.3K shares1.13%2026-06-302026-07-16

LLY ELI LILLY & CO182 sharesnew addition2026-06-302026-07-16

IBM INTL BUSINESS MACHINES CORP773 sharesnew addition2026-06-302026-07-16

Sponsored

GEV GE VERNOVA LLC183 sharesnew addition2026-06-302026-07-16

SERVICENOW INC SERVICENOW INC2.1K sharesnew addition2026-06-302026-07-16

GE GE AEROSPACE554 sharesnew addition2026-06-302026-07-16

ASML ASML HOLDING NV NY REGISTRY SHS NEW 2012102 sharesnew addition2026-06-302026-07-16

AMRZ AMRIZE LTD3.8K sharesnew addition2026-06-302026-07-16

GANX GAIN THERAPEUTICS INC35.0K shares125.81%2026-06-302026-07-16

AAPL

APPLE INC

-2.47%

Shares82.1K

Event2026-06-30

Filed2026-07-16

CISCO SYSTEMS INC

-4.20%

Shares172.0K

Event2026-06-30

Filed2026-07-16

GLW

CORNING INC

-13.01%

Shares75.5K

Event2026-06-30

Filed2026-07-16

ALTRIA GROUP INC

-0.94%

Shares215.5K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

-0.64%

Shares61.0K

Event2026-06-30

Filed2026-07-16

BIL

STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF

6.28%

Shares165.7K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

-0.82%

Shares36.7K

Event2026-06-30

Filed2026-07-16

PHILIP MORRIS INTL INC

-0.46%

Shares69.5K

Event2026-06-30

Filed2026-07-16

RTX CORP

-1.94%

Shares63.7K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INC

-0.09%

Shares33.3K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

1.09%

Shares47.0K

Event2026-06-30

Filed2026-07-16

TRAVELERS COS INC

-0.31%

Shares35.1K

Event2026-06-30

Filed2026-07-16

CHUBB LTD

-4.57%

Shares23.0K

Event2026-06-30

Filed2026-07-16

QCOM

QUALCOMM INC

-1.84%

Shares41.8K

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS INC

-0.13%

Shares175.3K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC CL B

-0.28%

Shares14.7K

Event2026-06-30

Filed2026-07-16

VISA INC CL A

-0.07%

Shares21.3K

Event2026-06-30

Filed2026-07-16

CME

CME GROUP INC CL A

0.51%

Shares30.6K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

-0.65%

Shares12.4K

Event2026-06-30

Filed2026-07-16

DUK

DUKE ENERGY CORP

0.25%

Shares49.7K

Event2026-06-30

Filed2026-07-16

COCA-COLA COMPANY

-0.99%

Shares74.7K

Event2026-06-30

Filed2026-07-16

MEDTRONIC PLC

1.81%

Shares76.8K

Event2026-06-30

Filed2026-07-16

MCD

MCDONALDS CORP

-0.29%

Shares21.0K

Event2026-06-30

Filed2026-07-16

KMI

KINDER MORGAN INC DE

0.39%

Shares166.7K

Event2026-06-30

Filed2026-07-16

HSY

HERSHEY COMPANY

0.85%

Shares30.3K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

0.68%

Shares35.3K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

-2.09%

Shares4.8K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORP

-0.21%

Shares29.9K

Event2026-06-30

Filed2026-07-16

SYY

SYSCO CORP

0.27%

Shares59.1K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

-4.82%

Shares43.6K

Event2026-06-30

Filed2026-07-16

AXP

AMERICAN EXPRESS CO

0.39%

Shares14.6K

Event2026-06-30

Filed2026-07-16

EMR

EMERSON ELECTRIC CO

-1.17%

Shares34.1K

Event2026-06-30

Filed2026-07-16

CROWDSTRIKE HOLDINGS INC CL A

-2.74%

Shares6.2K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON.COM INC

-0.94%

Shares19.9K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ ETF

1.18%

Shares6.4K

Event2026-06-30

Filed2026-07-16

SBUX

STARBUCKS CORP

-1.04%

Shares45.8K

Event2026-06-30

Filed2026-07-16

COR

CENCORA INC

-0.01%

Shares16.0K

Event2026-06-30

Filed2026-07-16

LAMR

LAMAR ADVERTISING COMPANY NEW CL A

1.03%

Shares28.8K

Event2026-06-30

Filed2026-07-16

XLV

STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF

0.00%

Shares27.1K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

-0.82%

Shares13.1K

Event2026-06-30

Filed2026-07-16

DOV

DOVER CORP

-1.72%

Shares18.7K

Event2026-06-30

Filed2026-07-16

FANG

DIAMONDBACK ENERGY INC

0.05%

Shares23.4K

Event2026-06-30

Filed2026-07-16

BMY

BRISTOL MYERS SQUIBB COMPANY

1.30%

Shares70.1K

Event2026-06-30

Filed2026-07-16

RNR

RENAISSANCERE HOLDINGS LIMITED

-1.49%

Shares12.7K

Event2026-06-30

Filed2026-07-16

TXN

TEXAS INSTRUMENTS INC

-1.46%

Shares13.4K

Event2026-06-30

Filed2026-07-16

ADP

AUTOMATIC DATA PROCESSING INC

-0.17%

Shares17.4K

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF

-0.95%

Shares16.3K

Event2026-06-30

Filed2026-07-16

BDX

BECTON DICKINSON & CO

1.84%

Shares25.0K

Event2026-06-30

Filed2026-07-16

CVS

CVS HEALTH CORP

-0.00%

Shares34.4K

Event2026-06-30

Filed2026-07-16

GIS

GENERAL MILLS INC

-0.91%

Shares100.3K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORP

-1.09%

Shares17.3K

Event2026-06-30

Filed2026-07-16

ROK

ROCKWELL AUTOMATION INC

-0.09%

Shares6.9K

Event2026-06-30

Filed2026-07-16

ELV

ELEVANCE HEALTH INC

-1.64%

Shares8.6K

Event2026-06-30

Filed2026-07-16

ADM

ARCHER DANIELS MIDLAND COMPANY

-0.08%

Shares42.9K

Event2026-06-30

Filed2026-07-16

TC ENERGY CORP

-0.39%

Shares48.7K

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABORATORIES

5.50%

Shares34.5K

Event2026-06-30

Filed2026-07-16

KMB

KIMBERLY CLARK CORP

5.62%

Shares28.2K

Event2026-06-30

Filed2026-07-16

COSTCO WHOLESALE CORP

-2.45%

Shares3.3K

Event2026-06-30

Filed2026-07-16

DLR

DIGITAL REALTY TRUST INC

-1.34%

Shares17.2K

Event2026-06-30

Filed2026-07-16

HONEYWELL INTL INC

New

Shares13.4K

Event2026-06-30

Filed2026-07-16

HONEYWELL AEROSPACE INC

New

Shares13.3K

Event2026-06-30

Filed2026-07-16

AXS

AXIS CAPITAL HOLDINGS LIMITED

0.03%

Shares26.5K

Event2026-06-30

Filed2026-07-16

RPM

RPM INTERNATIONAL INC

0.47%

Shares25.4K

Event2026-06-30

Filed2026-07-16

KROGER CO

1.41%

Shares50.6K

Event2026-06-30

Filed2026-07-16

GPN

GLOBAL PAYMENTS INC

9.32%

Shares37.3K

Event2026-06-30

Filed2026-07-16

CITIGROUP INC

-1.60%

Shares19.3K

Event2026-06-30

Filed2026-07-16

EXPD

EXPEDITORS INTL WASH INC

-1.97%

Shares16.5K

Event2026-06-30

Filed2026-07-16

NVS

NOVARTIS AG SPON ADR

-1.79%

Shares17.1K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC CL A

7.28%

Shares7.4K

Event2026-06-30

Filed2026-07-16

UNILEVER PLC SPON ADR

0.54%

Shares43.6K

Event2026-06-30

Filed2026-07-16

ICE

INTERCONTINENTAL EXCHANGE INC

5.21%

Shares21.3K

Event2026-06-30

Filed2026-07-16

DVN

DEVON ENERGY CORP

New

Shares62.0K

Event2026-06-30

Filed2026-07-16

OKE

ONEOK INC

2.81%

Shares29.1K

Event2026-06-30

Filed2026-07-16

NSRGY

NESTLE S A SPON ADR REPSTG REG SHS

2.65%

Shares24.6K

Event2026-06-30

Filed2026-07-16

FIS

FIDELITY NATIONAL INFORMATION SERVICES INC

New

Shares64.1K

Event2026-06-30

Filed2026-07-16

LOW

LOWES COMPANIES INC

-0.80%

Shares11.2K

Event2026-06-30

Filed2026-07-16

GENERAL DYNAMICS CORP

-0.13%

Shares6.9K

Event2026-06-30

Filed2026-07-16

CBOE

CBOE GLOBAL MARKETS INC

-0.75%

Shares10.0K

Event2026-06-30

Filed2026-07-16

CHRW

C H ROBINSON WORLDWIDE INC

-0.77%

Shares12.5K

Event2026-06-30

Filed2026-07-16

BOEING COMPANY

-0.55%

Shares10.4K

Event2026-06-30

Filed2026-07-16

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

-1.26%

Shares6.2K

Event2026-06-30

Filed2026-07-16

SHV

ISHARES 0-1 YEAR TREASURY BOND ETF

23.02%

Shares19.4K

Event2026-06-30

Filed2026-07-16

REALTY INCOME CORP

35.32%

Shares33.8K

Event2026-06-30

Filed2026-07-16

DEO

DIAGEO PLC SPON ADR

3.77%

Shares26.0K

Event2026-06-30

Filed2026-07-16

ROL

ROLLINS INC

0.65%

Shares50.1K

Event2026-06-30

Filed2026-07-16

SOUTHERN COMPANY

-0.67%

Shares21.3K

Event2026-06-30

Filed2026-07-16

WTRG

ESSENTIAL UTILITIES INC

-4.95%

Shares50.6K

Event2026-06-30

Filed2026-07-16

SYK

STRYKER CORP

-0.19%

Shares5.7K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INC

0.12%

Shares12.8K

Event2026-06-30

Filed2026-07-16

RLI

R L I CORP

-0.75%

Shares29.2K

Event2026-06-30

Filed2026-07-16

NEXTERA ENERGY INC

0.65%

Shares19.6K

Event2026-06-30

Filed2026-07-16

NVO

NOVO NORDISK AS ADR

0.79%

Shares33.8K

Event2026-06-30

Filed2026-07-16

GILD

GILEAD SCIENCES INC

0.24%

Shares11.8K

Event2026-06-30

Filed2026-07-16

CONSTELLATION BRANDS INC CL A

2.50%

Shares10.0K

Event2026-06-30

Filed2026-07-16

UBER

UBER TECHNOLOGIES INC

-2.07%

Shares17.1K

Event2026-06-30

Filed2026-07-16

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

-0.67%

Shares5.8K

Event2026-06-30

Filed2026-07-16

SHY

ISHARES 1-3 YR TREASURY BOND ETF

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-16

GPC

GENUINE PARTS CO

-6.68%

Shares9.0K

Event2026-06-30

Filed2026-07-16

DIS

WALT DISNEY CO

-11.22%

Shares10.1K

Event2026-06-30

Filed2026-07-16

CARR

CARRIER GLOBAL CORP

-1.26%

Shares12.4K

Event2026-06-30

Filed2026-07-16

NKE

NIKE INC CL B

2.00%

Shares22.0K

Event2026-06-30

Filed2026-07-16

IWF

ISHARES RUSSELL 1000 GROWTH ETF

300.00%

Shares6.7K

Event2026-06-30

Filed2026-07-16

BAC

BANK OF AMERICA CORP

-4.48%

Shares12.7K

Event2026-06-30

Filed2026-07-16

DLN

WISDOMTREE U S LARGE CAP DIVIDEND ETF

0.04%

Shares7.2K

Event2026-06-30

Filed2026-07-16

DEERE & CO

-1.65%

Shares1.1K

Event2026-06-30

Filed2026-07-16

KNSL

KINSALE CAPITAL GROUP INC

41.96%

Shares1.9K

Event2026-06-30

Filed2026-07-16

ABBNY

ABB LTD SPON ADR

-0.70%

Shares5.7K

Event2026-06-30

Filed2026-07-16

EXXON MOBIL CORP

-12.98%

Shares4.5K

Event2026-06-30

Filed2026-07-16

BHP

BHP GROUP LTD SPON ADR

-2.08%

Shares7.1K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC CL A

29.65%

Shares1.0K

Event2026-06-30

Filed2026-07-16

STATE STREET SPDR S&P 500 ETF

0.30%

Shares678

Event2026-06-30

Filed2026-07-16

SWK

STANLEY BLACK & DECKER INC

-12.18%

Shares4.9K

Event2026-06-30

Filed2026-07-16

PKG

PACKAGING CORP OF AMERICA

-0.90%

Shares1.9K

Event2026-06-30

Filed2026-07-16

MICRON TECHNOLOGY INC

New

Shares378

Event2026-06-30

Filed2026-07-16

SII

SPROTT INC

0.23%

Shares3.9K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD S&P 500 INDEX ETF

0.32%

Shares627

Event2026-06-30

Filed2026-07-16

SHOP

SHOPIFY INC CL A

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-16

ESTEE LAUDER CO INC

New

Shares5.2K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

-8.75%

Shares1.1K

Event2026-06-30

Filed2026-07-16

DVY

ISHARES SELECT DIVIDEND ETF

1.26%

Shares2.4K

Event2026-06-30

Filed2026-07-16

WPM

WHEATON PRECIOUS METALS CORP

-4.97%

Shares3.3K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC CL C

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

UNITEDHEALTH GROUP INC

0.49%

Shares825

Event2026-06-30

Filed2026-07-16

APPLIED MATERIALS INC

New

Shares473

Event2026-06-30

Filed2026-07-16

QLTY

GMO U S QUALITY ETF

-3.67%

Shares7.9K

Event2026-06-30

Filed2026-07-16

INGR

INGREDION INC

11.51%

Shares3.4K

Event2026-06-30

Filed2026-07-16

RGLD

ROYAL GOLD INC

-5.46%

Shares1.6K

Event2026-06-30

Filed2026-07-16

PYLD

PIMCO MULTISECTOR BOND ACTIVE ETF

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-16

YUM

YUM BRANDS INC

-0.26%

Shares1.9K

Event2026-06-30

Filed2026-07-16

DOLLAR GENL CORP

-1.45%

Shares2.3K

Event2026-06-30

Filed2026-07-16

SIEGY

SIEMENS A G SPON ADR

New

Shares1.5K

Event2026-06-30

Filed2026-07-16

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

0.05%

Shares4.4K

Event2026-06-30

Filed2026-07-16

DGRW

WISDOMTREE U S QUALITY DIVIDEND GROWTH ETF

1.13%

Shares2.3K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

New

Shares182

Event2026-06-30

Filed2026-07-16

IBM

INTL BUSINESS MACHINES CORP

New

Shares773

Event2026-06-30

Filed2026-07-16

GEV

GE VERNOVA LLC

New

Shares183

Event2026-06-30

Filed2026-07-16

SERVICENOW INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-16

GE AEROSPACE

New

Shares554

Event2026-06-30

Filed2026-07-16

ASML

ASML HOLDING NV NY REGISTRY SHS NEW 2012

New

Shares102

Event2026-06-30

Filed2026-07-16

AMRZ

AMRIZE LTD

New

Shares3.8K

Event2026-06-30

Filed2026-07-16

GANX

GAIN THERAPEUTICS INC

125.81%

Shares35.0K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available