The Analysis of BOKF, NA's Holdings & P&L


Currently, BOKF, NA holds 1028 types of securities in its portfolio with a total value $6.5B. In the most recent quarter, they have increased their positions in APA (+393.8K shares, valued at $16.7M), COP (+125.9K shares, valued at $16.6M), SPMD (+271.5K shares, valued at $16.1M); decreased their positions in IWR (-98.5K shares, valued at $9.6M), IVW (-83.9K shares, valued at $9.5M), IVE (-42.5K shares, valued at $9.0M); initiated new positions in LITE (+6.5K shares, valued at $4.6M), SNDK (+4.7K shares, valued at $3.0M), VG (+170.0K shares, valued at $2.7M).


1M P&L
+76.5M+1.09%
3M P&L
-17.7M-0.25%
HY P&L
-209.1M-2.85%

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/A2.9B
43.6%
2Oil & Gas Integrated362.4M
5.5%
3Semiconductors298.6M
4.6%

Top Industries by Stock Count

1N/A272 stocks
26.5%
2Software - Application37 stocks
3.6%
3Asset Management27 stocks
2.6%
Stock Holdings
IWB
ISHARES RUSSELL 1000 ETF
-0.78%
Shares1.3M
Event2026-03-31
Filed2026-05-08
VOO
VANGUARD S&P 500 ETF
2.66%
Shares608.5K
Event2026-03-31
Filed2026-05-08
XOM
EXXON MOBIL CORP
0.01%
Shares1.8M
Event2026-03-31
Filed2026-05-08
AAPL
APPLE INC COM
-2.00%
Shares773.2K
Event2026-03-31
Filed2026-05-08
VWO
VANGUARD FTSE EMERGING MARKETS
3.19%
Shares3.4M
Event2026-03-31
Filed2026-05-08
NVDA
NVIDIA CORP
-0.71%
Shares918.7K
Event2026-03-31
Filed2026-05-08
MSFT
MICROSOFT CORP
-1.76%
Shares350.8K
Event2026-03-31
Filed2026-05-08
AVEM
AVANTIS EMERGING MARKETS
5.60%
Shares1.5M
Event2026-03-31
Filed2026-05-08
IJH
ISHARES CORE S&P MIDCAP ETF
0.35%
Shares1.7M
Event2026-03-31
Filed2026-05-08
EFA
ISHARES MSCI EAFE ETF
-0.70%
Shares919.1K
Event2026-03-31
Filed2026-05-08
AMZN
AMAZON.COM INC
-1.91%
Shares424.6K
Event2026-03-31
Filed2026-05-08
SPY
State Street SPDR S&P 500 ETF
-0.39%
Shares131.9K
Event2026-03-31
Filed2026-05-08
IVV
ISHARES CORE S&P 500 ETF
-0.02%
Shares130.1K
Event2026-03-31
Filed2026-05-08
QQQ
INVESCO QQQ TRUST SERIES 1 ETF
3.31%
Shares133.8K
Event2026-03-31
Filed2026-05-08
GOOG
ALPHABET INC CL C
-5.43%
Shares254.8K
Event2026-03-31
Filed2026-05-08
VEA
VANGUARD FTSE DEVELOPED
4.11%
Shares1.1M
Event2026-03-31
Filed2026-05-08
AVGO
BROADCOM INC
-10.67%
Shares227.1K
Event2026-03-31
Filed2026-05-08
GOOGL
ALPHABET INC CL A
-4.02%
Shares243.4K
Event2026-03-31
Filed2026-05-08
IJR
ISHARES CORE S&P SMALL-CAP 600
0.81%
Shares539.0K
Event2026-03-31
Filed2026-05-08
JPM
JPMORGAN CHASE & CO
-6.09%
Shares224.1K
Event2026-03-31
Filed2026-05-08
WMT
WALMART INC
-5.38%
Shares503.5K
Event2026-03-31
Filed2026-05-08
VUG
VANGUARD GROWTH FD ETF
0.77%
Shares141.3K
Event2026-03-31
Filed2026-05-08
AGG
ISHARES CORE TOTAL US BOND
6.82%
Shares569.1K
Event2026-03-31
Filed2026-05-08
AAON
AAON INC
-0.01%
Shares681.7K
Event2026-03-31
Filed2026-05-08
SCHD
SCHWAB US DIVIDEND EQUITY ETF
3.11%
Shares1.8M
Event2026-03-31
Filed2026-05-08
CVX
CHEVRON CORP
17.80%
Shares241.8K
Event2026-03-31
Filed2026-05-08
SPMD
State Street SPDR Portfolio
49.02%
Shares825.4K
Event2026-03-31
Filed2026-05-08
IJK
ISHARES S&P MIDCAP 400 GROWTH
1.43%
Shares482.6K
Event2026-03-31
Filed2026-05-08
LLY
ELI LILLY & CO
-1.50%
Shares51.5K
Event2026-03-31
Filed2026-05-08
ABBV
ABBVIE INC
-8.84%
Shares201.2K
Event2026-03-31
Filed2026-05-08
IWF
ISHARES RUSSELL 1000 GROWTH
-2.46%
Shares98.9K
Event2026-03-31
Filed2026-05-08
META
Meta Platforms Inc
5.53%
Shares71.4K
Event2026-03-31
Filed2026-05-08
SPHY
State Street SPDR Portfolio
14.06%
Shares1.7M
Event2026-03-31
Filed2026-05-08
EFG
ISHARES MSCI EAFE GROWTH ETF
9.92%
Shares348.2K
Event2026-03-31
Filed2026-05-08
PG
PROCTER & GAMBLE CO
9.56%
Shares262.2K
Event2026-03-31
Filed2026-05-08
BRK.B
BERKSHIRE HATHAWAY INC-CL B
-1.99%
Shares77.6K
Event2026-03-31
Filed2026-05-08
JNJ
JOHNSON & JOHNSON
-5.56%
Shares146.4K
Event2026-03-31
Filed2026-05-08
IJJ
ISHARES S&P MIDCAP 400/VALUE
0.22%
Shares269.0K
Event2026-03-31
Filed2026-05-08
IVW
ISHARES S&P 500 GROWTH ETF
-21.64%
Shares303.7K
Event2026-03-31
Filed2026-05-08
KO
COCA-COLA CO/THE
-1.20%
Shares439.3K
Event2026-03-31
Filed2026-05-08
OKE
ONEOK INC
2.07%
Shares361.8K
Event2026-03-31
Filed2026-05-08
COP
CONOCOPHILLIPS
105.06%
Shares245.8K
Event2026-03-31
Filed2026-05-08
CSCO
CISCO SYSTEMS INC
-6.22%
Shares409.8K
Event2026-03-31
Filed2026-05-08
SPSM
State Street SPDR Portfolio
2.93%
Shares643.7K
Event2026-03-31
Filed2026-05-08
V
VISA INC-CLASS A SHARES
-2.84%
Shares99.4K
Event2026-03-31
Filed2026-05-08
MCD
MCDONALD'S CORP
-7.02%
Shares95.5K
Event2026-03-31
Filed2026-05-08
VO
VANGUARD MID-CAP FD ETF
14.28%
Shares100.7K
Event2026-03-31
Filed2026-05-08
IWP
ISHARES RUSSELL MID-CAP GROWTH
22.28%
Shares225.6K
Event2026-03-31
Filed2026-05-08
JEPI
JPMORGAN EQUITY PREMIUM INCOME
3.16%
Shares502.8K
Event2026-03-31
Filed2026-05-08
COST
COSTCO WHOLESALE CORP
6.85%
Shares28.4K
Event2026-03-31
Filed2026-05-08
MA
MASTERCARD INC - CLASS A
21.60%
Shares56.5K
Event2026-03-31
Filed2026-05-08
GEV
GE VERNOVA INC
-13.96%
Shares31.4K
Event2026-03-31
Filed2026-05-08
VTV
VANGUARD VALUE FD ETF
20.58%
Shares138.5K
Event2026-03-31
Filed2026-05-08
IAU
ISHARES GOLD TRUST ETF
3.77%
Shares306.3K
Event2026-03-31
Filed2026-05-08
WMB
WILLIAMS COS INC
3.59%
Shares366.8K
Event2026-03-31
Filed2026-05-08
EFV
ISHARES MSCI EAFE VALUE ETF
4.99%
Shares348.6K
Event2026-03-31
Filed2026-05-08
AMAT
APPLIED MATERIALS INC
-5.39%
Shares72.1K
Event2026-03-31
Filed2026-05-08
AMGN
AMGEN INC
-0.54%
Shares69.1K
Event2026-03-31
Filed2026-05-08
TSLA
TESLA INC
-1.30%
Shares61.4K
Event2026-03-31
Filed2026-05-08
QQQM
INVESCO NASDAQ 100 ETF
38.86%
Shares95.9K
Event2026-03-31
Filed2026-05-08
CAH
CARDINAL HEALTH INC
-17.04%
Shares104.7K
Event2026-03-31
Filed2026-05-08
DUK
DUKE ENERGY CORP
-1.95%
Shares168.5K
Event2026-03-31
Filed2026-05-08
GILD
GILEAD SCIENCES INC
36.73%
Shares158.3K
Event2026-03-31
Filed2026-05-08
HEFA
ISHARES CURRENCY HEDGED MSCI
9.34%
Shares481.2K
Event2026-03-31
Filed2026-05-08
CAT
CATERPILLAR INC
3.17%
Shares28.8K
Event2026-03-31
Filed2026-05-08
IVE
ISHARES S&P 500 VALUE ETF
-31.33%
Shares93.2K
Event2026-03-31
Filed2026-05-08
GD
GENERAL DYNAMICS CORP
-1.81%
Shares56.3K
Event2026-03-31
Filed2026-05-08
PEP
PEPSICO INC
-1.66%
Shares122.8K
Event2026-03-31
Filed2026-05-08
MPC
MARATHON PETROLEUM CORP
39.04%
Shares76.9K
Event2026-03-31
Filed2026-05-08
VGSH
VANGUARD SHORT TERM TREASURY
21.30%
Shares317.3K
Event2026-03-31
Filed2026-05-08
SPG
SIMON PROPERTY GROUP INC REIT
-6.26%
Shares99.3K
Event2026-03-31
Filed2026-05-08
EMR
EMERSON ELECTRIC CO
-2.29%
Shares139.3K
Event2026-03-31
Filed2026-05-08
UNP
UNION PACIFIC CORP
-5.90%
Shares73.8K
Event2026-03-31
Filed2026-05-08
HD
HOME DEPOT INC
-26.38%
Shares53.6K
Event2026-03-31
Filed2026-05-08
IBM
INTL BUSINESS MACHINES CORP
-14.95%
Shares72.3K
Event2026-03-31
Filed2026-05-08
FE
FIRSTENERGY CORP
-3.44%
Shares333.7K
Event2026-03-31
Filed2026-05-08
APA
APA CORP
9967.75%
Shares397.8K
Event2026-03-31
Filed2026-05-08
IWR
ISHARES RUSSELL MID-CAP ETF
-36.44%
Shares171.8K
Event2026-03-31
Filed2026-05-08
MS
MORGAN STANLEY
-3.97%
Shares101.2K
Event2026-03-31
Filed2026-05-08
ICSH
ISHARES TR
2.10%
Shares328.8K
Event2026-03-31
Filed2026-05-08
BKR
BAKER HUGHES COMPANY
-13.21%
Shares269.9K
Event2026-03-31
Filed2026-05-08
SYF
SYNCHRONY FINANCIAL
-0.98%
Shares240.9K
Event2026-03-31
Filed2026-05-08
BOKF
BOK FINANCIAL CORPORATION
-1.00%
Shares127.0K
Event2026-03-31
Filed2026-05-08
BIV
VANGUARD INTERMEDIATE ETF
13.36%
Shares208.2K
Event2026-03-31
Filed2026-05-08
GS
GOLDMAN SACHS GROUP INC
-15.75%
Shares18.9K
Event2026-03-31
Filed2026-05-08
MU
MICRON TECHNOLOGY INC
-7.17%
Shares46.9K
Event2026-03-31
Filed2026-05-08
SDY
State Street SPDR S&P Dividend
5.61%
Shares107.8K
Event2026-03-31
Filed2026-05-08
AEP
AMERICAN ELECTRIC POWER
-2.84%
Shares119.9K
Event2026-03-31
Filed2026-05-08
TFC
TRUIST FINANCIAL CORP
-2.39%
Shares328.3K
Event2026-03-31
Filed2026-05-08
BMY
BRISTOL-MYERS SQUIBB CO
3.55%
Shares245.0K
Event2026-03-31
Filed2026-05-08
GVI
ISHARES INTER GOVT CR BOND ETF
0.00%
Shares139.3K
Event2026-03-31
Filed2026-05-08
PSX
PHILLIPS 66
10.70%
Shares81.2K
Event2026-03-31
Filed2026-05-08
AMD
ADVANCED MICRO DEVICES
124.38%
Shares70.4K
Event2026-03-31
Filed2026-05-08
MRK
MERCK & CO INC/NJ
-6.49%
Shares119.0K
Event2026-03-31
Filed2026-05-08
VTI
VANGUARD TOTL STCK MKT FD ETF
-17.39%
Shares44.6K
Event2026-03-31
Filed2026-05-08
ABT
ABBOTT LABORATORIES
-7.08%
Shares136.6K
Event2026-03-31
Filed2026-05-08
ET
ENERGY TRANSFER L.P.
2.16%
Shares716.9K
Event2026-03-31
Filed2026-05-08
BAC
BANK OF AMERICA CORP
-1.92%
Shares282.0K
Event2026-03-31
Filed2026-05-08
IWM
ISHARES RUSSELL 2000 ETF
-3.10%
Shares54.6K
Event2026-03-31
Filed2026-05-08
ORCL
ORACLE CORP
19.04%
Shares90.5K
Event2026-03-31
Filed2026-05-08
LMT
LOCKHEED MARTIN CORP
-14.18%
Shares22.0K
Event2026-03-31
Filed2026-05-08
VOE
VANGUARD MIDCAP VALUE INDEX
-2.15%
Shares71.4K
Event2026-03-31
Filed2026-05-08
CFG
CITIZENS FINANCIAL GROUP INC
-3.03%
Shares218.9K
Event2026-03-31
Filed2026-05-08
IWS
ISHARES RUSSELL MID-CAP VALUE
-1.89%
Shares88.7K
Event2026-03-31
Filed2026-05-08
HON
HONEYWELL INTERNATIONAL INC
7.91%
Shares55.7K
Event2026-03-31
Filed2026-05-08
ALL
ALLSTATE CORP
-2.25%
Shares60.5K
Event2026-03-31
Filed2026-05-08
TJX
TJX COMPANIES INC
-1.58%
Shares77.5K
Event2026-03-31
Filed2026-05-08
STAG
STAG INDUSTRIAL REIT
-2.31%
Shares338.8K
Event2026-03-31
Filed2026-05-08
WFC
WELLS FARGO & COMPANY
2.08%
Shares150.7K
Event2026-03-31
Filed2026-05-08
IWD
ISHARES RUSSELL 1000 VALUE ETF
-39.42%
Shares56.1K
Event2026-03-31
Filed2026-05-08
VLO
VALERO ENERGY CORP
56.66%
Shares47.1K
Event2026-03-31
Filed2026-05-08
KMI
KINDER MORGAN INC/DELAWARE
2.16%
Shares345.8K
Event2026-03-31
Filed2026-05-08
EQT
EQT CORPORATION
29.10%
Shares178.6K
Event2026-03-31
Filed2026-05-08
VGT
VANGUARD INFORMATION
-1.09%
Shares16.2K
Event2026-03-31
Filed2026-05-08
VZ
VERIZON COMMUNICATIONS INC
-1.85%
Shares223.7K
Event2026-03-31
Filed2026-05-08
CMS
CMS ENERGY CORP
-1.25%
Shares144.6K
Event2026-03-31
Filed2026-05-08
TIP
ISHARES TIPS BOND ETF
0.65%
Shares101.4K
Event2026-03-31
Filed2026-05-08
HAL
HALLIBURTON CO
4153.28%
Shares285.6K
Event2026-03-31
Filed2026-05-08
BLK
Blackrock Inc
-2.98%
Shares11.6K
Event2026-03-31
Filed2026-05-08
VB
VANGUARD SMALL CAP FD ETF
19.30%
Shares42.4K
Event2026-03-31
Filed2026-05-08
RTX
RTX CORPORATION
-0.28%
Shares57.2K
Event2026-03-31
Filed2026-05-08
NFLX
NETFLIX INC
-19.28%
Shares112.4K
Event2026-03-31
Filed2026-05-08
KLAC
KLA CORPORATION
-2.97%
Shares7.2K
Event2026-03-31
Filed2026-05-08
VOT
VANGUARD MID-CAP GROWTH INDEX
-3.19%
Shares41.2K
Event2026-03-31
Filed2026-05-08
LAZ
LAZARD INC
31.82%
Shares244.1K
Event2026-03-31
Filed2026-05-08
IWO
ISHARES RUSSELL 2000 GROWTH
73.16%
Shares32.9K
Event2026-03-31
Filed2026-05-08
MPWR
MONOLITHIC POWER SYSTEMS INC
-1.97%
Shares9.1K
Event2026-03-31
Filed2026-05-08
PKG
PACKAGING CORP OF AMERICA
27.27%
Shares46.0K
Event2026-03-31
Filed2026-05-08
PLTR
PALANTIR TECHNOLOGIES INC
5.95%
Shares66.4K
Event2026-03-31
Filed2026-05-08
NEE
NEXTERA ENERGY INC
3.74%
Shares103.0K
Event2026-03-31
Filed2026-05-08
OGS
ONE GAS INC
-8.51%
Shares110.9K
Event2026-03-31
Filed2026-05-08
USB
US BANCORP
-4.02%
Shares179.4K
Event2026-03-31
Filed2026-05-08
UNH
UNITEDHEALTH GROUP INC
-6.31%
Shares34.1K
Event2026-03-31
Filed2026-05-08
EVR
EVERCORE INC - CL A
-17.89%
Shares30.8K
Event2026-03-31
Filed2026-05-08
CRM
SALESFORCE INC
-4.92%
Shares47.5K
Event2026-03-31
Filed2026-05-08
RSP
INVESCO S&P 500 EQUAL WEIGHT
34.66%
Shares45.2K
Event2026-03-31
Filed2026-05-08
IJS
ISHARES S&P SMALL-CAP 600
-1.04%
Shares72.9K
Event2026-03-31
Filed2026-05-08
TMO
THERMO FISHER SCIENTIFIC INC
-1.18%
Shares17.2K
Event2026-03-31
Filed2026-05-08
PANW
PALO ALTO NETWORKS
28.11%
Shares52.4K
Event2026-03-31
Filed2026-05-08
CTVA
CORTEVA INC
4.70%
Shares99.8K
Event2026-03-31
Filed2026-05-08
FANG
DIAMONDBACK ENERGY INC
89.51%
Shares42.2K
Event2026-03-31
Filed2026-05-08
SYK
STRYKER CORP
2.27%
Shares25.3K
Event2026-03-31
Filed2026-05-08
PR
PERMIAN RESOURCES CORP
9.88%
Shares389.0K
Event2026-03-31
Filed2026-05-08
LBRT
LIBERTY OILFIELD SERVICES INC
823.26%
Shares283.8K
Event2026-03-31
Filed2026-05-08
ANET
Arista Networks Inc
-9.06%
Shares66.5K
Event2026-03-31
Filed2026-05-08
DVY
ISHARES SELECT DIVIDEND ETF
-40.62%
Shares53.9K
Event2026-03-31
Filed2026-05-08
VNQ
VANGUARD REAL ESTATE ETF
-1.69%
Shares91.5K
Event2026-03-31
Filed2026-05-08
STRL
STERLING INFRASTRUCTURE INC.
-18.45%
Shares19.7K
Event2026-03-31
Filed2026-05-08
MAR
MARRIOTT INTERNATIONAL-CL A
1169.96%
Shares24.0K
Event2026-03-31
Filed2026-05-08
APH
AMPHENOL CORP-CL A
-3.53%
Shares61.6K
Event2026-03-31
Filed2026-05-08
PRU
PRUDENTIAL FINANCIAL INC
-32.14%
Shares78.9K
Event2026-03-31
Filed2026-05-08
SPGI
S&P GLOBAL INC
-8.82%
Shares18.1K
Event2026-03-31
Filed2026-05-08
WELL
WELLTOWER INC REIT
16.69%
Shares38.9K
Event2026-03-31
Filed2026-05-08
NEM
NEWMONT CORP USD 1.6
-2.29%
Shares70.5K
Event2026-03-31
Filed2026-05-08
AXP
AMERICAN EXPRESS CO
-0.48%
Shares25.1K
Event2026-03-31
Filed2026-05-08
CL
COLGATE-PALMOLIVE CO
3.75%
Shares88.8K
Event2026-03-31
Filed2026-05-08
QCOM
QUALCOMM INC
-5.21%
Shares57.5K
Event2026-03-31
Filed2026-05-08
T
AT&T INC
0.52%
Shares248.5K
Event2026-03-31
Filed2026-05-08
LRCX
Lam Research Corp
-25.20%
Shares32.7K
Event2026-03-31
Filed2026-05-08
HIG
The Hartford Insurance Group
-1.92%
Shares50.9K
Event2026-03-31
Filed2026-05-08
URI
UNITED RENTALS INC
15.58%
Shares9.4K
Event2026-03-31
Filed2026-05-08
OHI
OMEGA HEALTHCARE INVESTORS
-17.41%
Shares156.2K
Event2026-03-31
Filed2026-05-08
VRT
VERTIV HOLDINGS CO
-3.06%
Shares27.3K
Event2026-03-31
Filed2026-05-08
VONV
VANGUARD RUSSELL 100 VALUE ETF
7.57%
Shares71.6K
Event2026-03-31
Filed2026-05-08
NI
NISOURCE INC
1.82%
Shares142.8K
Event2026-03-31
Filed2026-05-08
CDNS
CADENCE DESIGN SYS INC
-2.87%
Shares23.3K
Event2026-03-31
Filed2026-05-08
MTZ
MASTEC INC
-0.14%
Shares20.0K
Event2026-03-31
Filed2026-05-08
GLD
SPDR GOLD TRUST ETF
-56.40%
Shares14.9K
Event2026-03-31
Filed2026-05-08
FDX
FEDEX CORP
-0.59%
Shares17.9K
Event2026-03-31
Filed2026-05-08
EEM
iShares MSCI Emerging Markets
0.21%
Shares111.8K
Event2026-03-31
Filed2026-05-08
COF
CAPITAL ONE FINANCIAL CORP
-0.16%
Shares34.5K
Event2026-03-31
Filed2026-05-08
MO
ALTRIA GROUP INC
58.39%
Shares93.8K
Event2026-03-31
Filed2026-05-08
LOW
LOWE'S COS INC
7.87%
Shares26.2K
Event2026-03-31
Filed2026-05-08
BK
BK OF NEW YORK MELLON CORP
-9.59%
Shares52.1K
Event2026-03-31
Filed2026-05-08
ISRG
INTUITIVE SURGICAL INC
-10.15%
Shares13.3K
Event2026-03-31
Filed2026-05-08
MSI
MOTOROLA SOLUTIONS INC
8.42%
Shares14.0K
Event2026-03-31
Filed2026-05-08
BNDX
VANGUARD TOTAL INTERNATIONAL
-7.33%
Shares126.5K
Event2026-03-31
Filed2026-05-08
INGR
INGREDION INC
1.30%
Shares53.9K
Event2026-03-31
Filed2026-05-08
TXN
TEXAS INSTRUMENTS INC
-20.78%
Shares31.0K
Event2026-03-31
Filed2026-05-08
XLK
State Street Technology Select
-12.60%
Shares45.0K
Event2026-03-31
Filed2026-05-08
IJT
ISHARES S&P SMALL-CAP 600
-0.38%
Shares41.0K
Event2026-03-31
Filed2026-05-08
CME
CME GROUP INC
-6.07%
Shares20.0K
Event2026-03-31
Filed2026-05-08
VXUS
VANGUARD TOTAL INTL STOCK IDX
-7.13%
Shares75.8K
Event2026-03-31
Filed2026-05-08
PM
PHILIP MORRIS INTERNATIONAL
0.82%
Shares34.9K
Event2026-03-31
Filed2026-05-08
KEYS
KEYSIGHT TECHNOLOGIES INC WI
-2.61%
Shares20.1K
Event2026-03-31
Filed2026-05-08
MTG
MGIC INVESTMENT CORP
-2.23%
Shares214.9K
Event2026-03-31
Filed2026-05-08
CW
CURTISS-WRIGHT CORP
0.05%
Shares8.3K
Event2026-03-31
Filed2026-05-08
VRSN
VERISIGN INC
-21.74%
Shares22.6K
Event2026-03-31
Filed2026-05-08
SPYG
State Street SPDR Portfolio
324.59%
Shares57.2K
Event2026-03-31
Filed2026-05-08
SCHW
SCHWAB (CHARLES) CORP
7.29%
Shares59.0K
Event2026-03-31
Filed2026-05-08
ECL
ECOLAB INC
-2.62%
Shares20.6K
Event2026-03-31
Filed2026-05-08
DHR
DANAHER CORP
-3.01%
Shares28.5K
Event2026-03-31
Filed2026-05-08
NOW
SERVICENOW INC
-18.42%
Shares51.0K
Event2026-03-31
Filed2026-05-08
CTAS
CINTAS CORP
-9.27%
Shares31.4K
Event2026-03-31
Filed2026-05-08
EHC
ENCOMPASS HEALTH CORPORATION
41.20%
Shares55.0K
Event2026-03-31
Filed2026-05-08
ICE
INTERCONTINENTAL EXCHANGE INC
-2.48%
Shares33.1K
Event2026-03-31
Filed2026-05-08
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL
-5.72%
Shares101.7K
Event2026-03-31
Filed2026-05-08
TGT
TARGET CORP
254.61%
Shares42.5K
Event2026-03-31
Filed2026-05-08
HCA
HCA HEALTHCARE INC
117.53%
Shares10.7K
Event2026-03-31
Filed2026-05-08
HWM
HOWMET AEROSPACE INC
0.58%
Shares21.9K
Event2026-03-31
Filed2026-05-08
INTU
INTUIT INC
-17.81%
Shares11.7K
Event2026-03-31
Filed2026-05-08
UBER
UBER TECHNOLOGIES INC
14.33%
Shares69.9K
Event2026-03-31
Filed2026-05-08
GLW
CORNING INC
2.69%
Shares35.5K
Event2026-03-31
Filed2026-05-08
DE
DEERE & CO
55.31%
Shares8.5K
Event2026-03-31
Filed2026-05-08
SNA
SNAP-ON INC
54.21%
Shares13.2K
Event2026-03-31
Filed2026-05-08
SOLS
Solstice Advanced Materials In
-8.25%
Shares62.7K
Event2026-03-31
Filed2026-05-08
MDY
STATE STREET SPDR S(AND)P
-4.10%
Shares7.7K
Event2026-03-31
Filed2026-05-08
DNOW
DNOW INC
0.00%
Shares393.5K
Event2026-03-31
Filed2026-05-08
DIS
THE WALT DISNEY CO.
-53.10%
Shares48.1K
Event2026-03-31
Filed2026-05-08
BND
VANGUARD TOTAL BOND MARKET ETF
-0.43%
Shares62.1K
Event2026-03-31
Filed2026-05-08
LITE
LUMENTUM HOLDINGS INC
New
Shares6.5K
Event2026-03-31
Filed2026-05-08
CI
CIGNA GROUP
2.77%
Shares17.1K
Event2026-03-31
Filed2026-05-08
FAST
FASTENAL CO
-6.56%
Shares96.4K
Event2026-03-31
Filed2026-05-08
USMV
ISHARES MSCI USA MIN VOL
33.11%
Shares48.2K
Event2026-03-31
Filed2026-05-08
WDC
WESTERN DIGITAL CORP
5794.29%
Shares16.5K
Event2026-03-31
Filed2026-05-08
GE
GE AEROSPACE
9.40%
Shares15.6K
Event2026-03-31
Filed2026-05-08
IWN
ISHARES RUSSELL 2000 VALUE ETF
-16.91%
Shares23.3K
Event2026-03-31
Filed2026-05-08
RJF
RAYMOND JAMES FINANCIAL INC
-6.01%
Shares30.4K
Event2026-03-31
Filed2026-05-08
ZTS
ZOETIS INC
9.35%
Shares36.9K
Event2026-03-31
Filed2026-05-08
TRV
THE TRAVELERS COMPANIES INC
-3.94%
Shares14.9K
Event2026-03-31
Filed2026-05-08
MMM
3M CO
-0.22%
Shares29.5K
Event2026-03-31
Filed2026-05-08
AXON
AXON ENTERPRISE INC
36.17%
Shares9.9K
Event2026-03-31
Filed2026-05-08
TMUS
T-MOBILE US INC
-23.07%
Shares20.1K
Event2026-03-31
Filed2026-05-08
TRGP
TARGA RESOURCES CORP
-2.33%
Shares16.5K
Event2026-03-31
Filed2026-05-08
UTHR
UNITED THERAPEUTICS CORP
-2.42%
Shares7.0K
Event2026-03-31
Filed2026-05-08
NDAQ
NASDAQ INC
-1.52%
Shares47.8K
Event2026-03-31
Filed2026-05-08
ADBE
ADOBE INC
2.87%
Shares16.6K
Event2026-03-31
Filed2026-05-08
EPD
ENTERPRISE PRODUCTS PARTNERS
0.74%
Shares105.2K
Event2026-03-31
Filed2026-05-08
VST
VISTRA CORP
1.14%
Shares26.4K
Event2026-03-31
Filed2026-05-08
BWXT
BWX TECHNOLOGIES INC
-0.78%
Shares19.1K
Event2026-03-31
Filed2026-05-08
DAL
DELTA AIR LINES INC
1027.78%
Shares58.4K
Event2026-03-31
Filed2026-05-08
BRX
BRIXMOR PROPERTY GROUP INC
24.52%
Shares134.4K
Event2026-03-31
Filed2026-05-08
CF
CF INDUSTRIES HOLDINGS INC
0.95%
Shares29.6K
Event2026-03-31
Filed2026-05-08
VTR
VENTAS INC REIT
31.93%
Shares47.0K
Event2026-03-31
Filed2026-05-08
JBHT
HUNT (JB) TRANSPRT SVCS INC
-1.10%
Shares18.0K
Event2026-03-31
Filed2026-05-08
GM
GENERAL MOTORS
79.33%
Shares50.0K
Event2026-03-31
Filed2026-05-08
AMP
AMERIPRISE FINANCIAL INC
-17.85%
Shares8.2K
Event2026-03-31
Filed2026-05-08
APP
APPLOVIN CO-CL A
5.19%
Shares9.1K
Event2026-03-31
Filed2026-05-08
WM
WASTE MANAGEMENT INC
3.58%
Shares15.8K
Event2026-03-31
Filed2026-05-08
IGSB
ISHARES TR ISHARES 1-5 Y INVE
-2.56%
Shares68.6K
Event2026-03-31
Filed2026-05-08
REG
REGENCY CENTERS CORP REIT
50.78%
Shares47.4K
Event2026-03-31
Filed2026-05-08
ROL
ROLLINS INC
-31.69%
Shares65.8K
Event2026-03-31
Filed2026-05-08
NTAP
NETAPP INC
-59.12%
Shares34.2K
Event2026-03-31
Filed2026-05-08
PGR
PROGRESSIVE CORP
-8.42%
Shares17.5K
Event2026-03-31
Filed2026-05-08
PNC
PNC FINANCIAL SERVICES GROUP
6.20%
Shares16.6K
Event2026-03-31
Filed2026-05-08
ADP
AUTOMATIC DATA PROCESSING
-2.35%
Shares16.8K
Event2026-03-31
Filed2026-05-08
PEG
PUBLIC SERVICE ENTERPRISE GP
-0.85%
Shares42.0K
Event2026-03-31
Filed2026-05-08
AIT
APPLIED INDUSTRIAL TECH INC
-1.20%
Shares12.7K
Event2026-03-31
Filed2026-05-08
TXT
TEXTRON INC
6.45%
Shares38.5K
Event2026-03-31
Filed2026-05-08
RMD
RESMED INC
-1.51%
Shares15.0K
Event2026-03-31
Filed2026-05-08
NFG
NATIONAL FUEL GAS CO
-4.69%
Shares35.8K
Event2026-03-31
Filed2026-05-08
C
CITIGROUP INC
18.57%
Shares29.4K
Event2026-03-31
Filed2026-05-08
NSC
NORFOLK SOUTHERN CORP
-46.22%
Shares11.4K
Event2026-03-31
Filed2026-05-08
DBX
DROPBOX INC
-3.20%
Shares142.7K
Event2026-03-31
Filed2026-05-08
FITB
FIFTH THIRD BANCORP
-0.83%
Shares69.5K
Event2026-03-31
Filed2026-05-08
LNG
CHENIERE ENERGY INC
-36.00%
Shares11.2K
Event2026-03-31
Filed2026-05-08
SEIC
SEI INVESTMENTS COMPANY
-1.76%
Shares40.4K
Event2026-03-31
Filed2026-05-08
AYI
ACUITY INC
-7.51%
Shares11.2K
Event2026-03-31
Filed2026-05-08
PSTG
EVERPURE INC
-1.62%
Shares53.3K
Event2026-03-31
Filed2026-05-08
ITW
ILLINOIS TOOL WORKS
-3.43%
Shares12.1K
Event2026-03-31
Filed2026-05-08
VDE
VANGUARD ENERGY ETF
-0.38%
Shares17.9K
Event2026-03-31
Filed2026-05-08
VFH
VANGUARD FINANCIALS ETF
-0.54%
Shares25.5K
Event2026-03-31
Filed2026-05-08
VTRS
VIATRIS INC-W/I
-38.24%
Shares228.4K
Event2026-03-31
Filed2026-05-08
KEY
KEYCORP
-4.37%
Shares150.3K
Event2026-03-31
Filed2026-05-08
SNDK
Sandisk Corp/DE
New
Shares4.7K
Event2026-03-31
Filed2026-05-08
ITOT
ISHARES CORE S&P TOTAL US
-1.70%
Shares20.9K
Event2026-03-31
Filed2026-05-08
INTC
INTEL CORP
62.60%
Shares67.0K
Event2026-03-31
Filed2026-05-08
MCHP
MICROCHIP TECHNOLOGY INC
-0.39%
Shares45.6K
Event2026-03-31
Filed2026-05-08
AKRE
Akre Focus ETF
0.00%
Shares55.4K
Event2026-03-31
Filed2026-05-08
FTNT
FORTINET INC
3.92%
Shares35.8K
Event2026-03-31
Filed2026-05-08
SO
SOUTHERN CO
-4.24%
Shares30.1K
Event2026-03-31
Filed2026-05-08
DLR
DIGITAL REALTY TRUST INC REIT
27.55%
Shares15.9K
Event2026-03-31
Filed2026-05-08
FNF
FIDELITY NATL FINL INC NEW
-7.18%
Shares61.2K
Event2026-03-31
Filed2026-05-08
LHX
L3HARRIS TECHNOLOGIES INC
-4.52%
Shares8.2K
Event2026-03-31
Filed2026-05-08
BX
BLACKSTONE INC
-1.78%
Shares24.4K
Event2026-03-31
Filed2026-05-08
ESGE
ISHARES INC ISHARES ESG AWARE
-0.36%
Shares61.8K
Event2026-03-31
Filed2026-05-08
HUBB
HUBBELL INC
1.37%
Shares5.7K
Event2026-03-31
Filed2026-05-08
GWW
WW GRAINGER INC
-0.59%
Shares2.5K
Event2026-03-31
Filed2026-05-08
LVS
LAS VEGAS SANDS CORP
193.05%
Shares50.8K
Event2026-03-31
Filed2026-05-08
BA
BOEING CO
-5.36%
Shares13.7K
Event2026-03-31
Filed2026-05-08
ADI
ANALOG DEVICES
0.65%
Shares8.5K
Event2026-03-31
Filed2026-05-08
CMCSA
COMCAST CORP-CL A
0.79%
Shares93.9K
Event2026-03-31
Filed2026-05-08
VG
Venture Global Inc
New
Shares170.0K
Event2026-03-31
Filed2026-05-08
SGI
Somnigroup International
0.13%
Shares36.1K
Event2026-03-31
Filed2026-05-08
VRTX
VERTEX PHARMACEUTICALS INC
1.16%
Shares5.9K
Event2026-03-31
Filed2026-05-08
CHD
CHURCH & DWIGHT CO INC
42.46%
Shares28.1K
Event2026-03-31
Filed2026-05-08
PFE
PFIZER INC
-22.37%
Shares93.2K
Event2026-03-31
Filed2026-05-08
HLT
HILTON WORLDWIDE HOLDINGS INC
184.68%
Shares8.5K
Event2026-03-31
Filed2026-05-08
ODFL
OLD DOMINION FREIGHT LINE
3.65%
Shares13.1K
Event2026-03-31
Filed2026-05-08
VCR
VANGUARD CONSUMER
-1.18%
Shares7.1K
Event2026-03-31
Filed2026-05-08
ORLY
O'REILLY AUTOMOTIVE INC
-25.69%
Shares27.5K
Event2026-03-31
Filed2026-05-08
VHT
VANGUARD HEALTH CARE FD ETF
-0.73%
Shares9.1K
Event2026-03-31
Filed2026-05-08
CEG
CONSTELLATION ENERGY CORP
-34.55%
Shares8.8K
Event2026-03-31
Filed2026-05-08
EXEL
EXELIXIS INC
4.61%
Shares56.3K
Event2026-03-31
Filed2026-05-08
MDU
MDU RESOURCES GROUP INC
-13.97%
Shares116.4K
Event2026-03-31
Filed2026-05-08
SPYV
State Street SPDR Portfolio
164.51%
Shares42.4K
Event2026-03-31
Filed2026-05-08
CRUS
CIRRUS LOGIC INC.
-2.10%
Shares16.1K
Event2026-03-31
Filed2026-05-08
UEC
URANIUM ENERGY
New
Shares172.0K
Event2026-03-31
Filed2026-05-08
OGE
OGE ENERGY CORP
-6.14%
Shares48.4K
Event2026-03-31
Filed2026-05-08
CMI
CUMMINS INC
-1.64%
Shares4.3K
Event2026-03-31
Filed2026-05-08
DLTR
DOLLAR TREE INC
575.21%
Shares20.7K
Event2026-03-31
Filed2026-05-08
PAA
PLAINS ALL AMER PIPELINE LP
0.00%
Shares100.7K
Event2026-03-31
Filed2026-05-08
WSM
WILLIAMS-SONOMA INC
-47.61%
Shares12.2K
Event2026-03-31
Filed2026-05-08
AFL
AFLAC INC
-1.07%
Shares20.1K
Event2026-03-31
Filed2026-05-08
AVUV
AVANTIS U.S. SMALL CAP VALUE
2.39%
Shares19.9K
Event2026-03-31
Filed2026-05-08
CSX
CSX CORP
-2.54%
Shares53.5K
Event2026-03-31
Filed2026-05-08
NULG
NUVEEN ESG LARGE-CAP GROWTH
-4.07%
Shares24.1K
Event2026-03-31
Filed2026-05-08
DLB
DOLBY LABORATORIES INC-CL A
-7.65%
Shares36.5K
Event2026-03-31
Filed2026-05-08
MANH
MANHATTAN ASSOCIATES INC
-1.73%
Shares16.4K
Event2026-03-31
Filed2026-05-08
DOC
HEALTHPEAK PROPERTIES INC REIT
56.99%
Shares132.5K
Event2026-03-31
Filed2026-05-08
CORT
CORCEPT THERAPEUTICS INC
76.72%
Shares53.9K
Event2026-03-31
Filed2026-05-08
IAUM
ISHARES GOLD TRUST MICRO
58.44%
Shares46.5K
Event2026-03-31
Filed2026-05-08
EOG
EOG RESOURCES INC
-42.49%
Shares15.0K
Event2026-03-31
Filed2026-05-08
AWI
ARMSTRONG WORLD INDUSTRIES
New
Shares13.1K
Event2026-03-31
Filed2026-05-08
OPY
Oppenheimer Holdings Inc
0.00%
Shares23.9K
Event2026-03-31
Filed2026-05-08
VIS
VANGUARD INDUSTRIALS ETF
-0.22%
Shares6.8K
Event2026-03-31
Filed2026-05-08
RS
RELIANCE INC
-5.95%
Shares6.9K
Event2026-03-31
Filed2026-05-08
FFIV
F5 INC.
23.32%
Shares7.3K
Event2026-03-31
Filed2026-05-08
TER
TERADYNE INC
-3.39%
Shares7.1K
Event2026-03-31
Filed2026-05-08
BKNG
BOOKING HOLDINGS INC
-45.59%
Shares494
Event2026-03-31
Filed2026-05-08
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
-0.34%
Shares45.6K
Event2026-03-31
Filed2026-05-08
OC
OWENS CORNING INC
-14.09%
Shares19.1K
Event2026-03-31
Filed2026-05-08
APO
APOLLO GLOBAL MANAGEMENT INC
87.14%
Shares18.5K
Event2026-03-31
Filed2026-05-08
LH
LABCORP HOLDINGS INC
-29.62%
Shares7.7K
Event2026-03-31
Filed2026-05-08
TSCO
TRACTOR SUPPLY COMPANY
2.28%
Shares45.0K
Event2026-03-31
Filed2026-05-08
RNG
RINGCENTRAL INC
18.40%
Shares53.9K
Event2026-03-31
Filed2026-05-08
WEC
WEC ENERGY GROUP INC
-28.76%
Shares17.2K
Event2026-03-31
Filed2026-05-08
PSA
PUBLIC STORAGE INC REIT
8.59%
Shares7.4K
Event2026-03-31
Filed2026-05-08
VBK
VANGUARD SMALL-CAP GR FD ETF
4.79%
Shares6.5K
Event2026-03-31
Filed2026-05-08
ALSN
ALLISON TRANSMISSION HOLDINGS
-19.28%
Shares16.7K
Event2026-03-31
Filed2026-05-08
UNM
UNUM GROUP
-2.51%
Shares26.7K
Event2026-03-31
Filed2026-05-08
SBUX
STARBUCKS CORP
-7.24%
Shares21.7K
Event2026-03-31
Filed2026-05-08
BSV
VANGUARD SHT TERM BOND ETF
1.65%
Shares24.8K
Event2026-03-31
Filed2026-05-08
LEU
CENTRUS ENERGY CORP
57.14%
Shares11.0K
Event2026-03-31
Filed2026-05-08
NOC
NORTHROP GRUMMAN CORP
-4.60%
Shares2.7K
Event2026-03-31
Filed2026-05-08
CBOE
CBOE GLOBAL MARKETS INC
1.40%
Shares6.5K
Event2026-03-31
Filed2026-05-08
FRT
FEDERAL REALTY INVESTMENT
-55.03%
Shares17.1K
Event2026-03-31
Filed2026-05-08
BIIB
BIOGEN INC
-34.63%
Shares9.7K
Event2026-03-31
Filed2026-05-08
FICO
FAIR ISAAC CORP
-11.46%
Shares1.7K
Event2026-03-31
Filed2026-05-08
MCO
MOODY'S CORP
23.88%
Shares4.1K
Event2026-03-31
Filed2026-05-08
UHS
UNIVERSAL HEALTH SERVICES-B
-2.66%
Shares9.9K
Event2026-03-31
Filed2026-05-08
CSL
CARLISLE COS INC
60.02%
Shares5.3K
Event2026-03-31
Filed2026-05-08
XLE
State Street Energy Select
0.93%
Shares28.8K
Event2026-03-31
Filed2026-05-08
PFS
PROVIDENT FINANCIAL SERVICES
New
Shares81.8K
Event2026-03-31
Filed2026-05-08
CVS
CVS HEALTH CORPORATION
-1.35%
Shares24.0K
Event2026-03-31
Filed2026-05-08
EQIX
EQUINIX INC REIT
-2.23%
Shares1.8K
Event2026-03-31
Filed2026-05-08
IDXX
IDEXX LABORATORIES INC
25.27%
Shares3.0K
Event2026-03-31
Filed2026-05-08
DOV
DOVER CORP
0.04%
Shares8.0K
Event2026-03-31
Filed2026-05-08
EXPE
EXPEDIA GROUP INC
-27.58%
Shares7.2K
Event2026-03-31
Filed2026-05-08
VIG
VANGUARD DIVIDEND APPREC ETF
-1.91%
Shares7.7K
Event2026-03-31
Filed2026-05-08
BSX
BOSTON SCIENTIFIC CORP
-13.92%
Shares26.4K
Event2026-03-31
Filed2026-05-08
KMB
KIMBERLY-CLARK CORP
-30.59%
Shares16.9K
Event2026-03-31
Filed2026-05-08
VBR
VANGUARD SMALL-CAP VALUE FD
-3.65%
Shares7.5K
Event2026-03-31
Filed2026-05-08
TXRH
TEXAS ROADHOUSE INC-CLASS A
New
Shares9.8K
Event2026-03-31
Filed2026-05-08
YUM
YUM BRANDS INC
-4.59%
Shares10.4K
Event2026-03-31
Filed2026-05-08
AZO
AUTOZONE INC
0.00%
Shares480
Event2026-03-31
Filed2026-05-08
CGNX
COGNEX CORP
-33.91%
Shares33.0K
Event2026-03-31
Filed2026-05-08
BDX
BECTON DICKINSON & CO
-33.53%
Shares10.2K
Event2026-03-31
Filed2026-05-08
KKR
KKR & CO INC
23.86%
Shares17.3K
Event2026-03-31
Filed2026-05-08
LDOS
LEIDOS HOLDINGS INC
2.56%
Shares10.3K
Event2026-03-31
Filed2026-05-08
MSCI
MSCI INC-A
-3.91%
Shares3.0K
Event2026-03-31
Filed2026-05-08
VMC
VULCAN MATERIALS CO
-2.39%
Shares5.8K
Event2026-03-31
Filed2026-05-08
HLI
HOULIHAN LOKEY INC
2.99%
Shares10.9K
Event2026-03-31
Filed2026-05-08
ROST
ROSS STORES INC
-3.42%
Shares7.2K
Event2026-03-31
Filed2026-05-08
OVV
OVINTIV INC
-31.50%
Shares26.0K
Event2026-03-31
Filed2026-05-08
AMH
AMERICAN HOMES 4 RENT REIT
25.64%
Shares54.6K
Event2026-03-31
Filed2026-05-08
DVN
DEVON ENERGY CORPORATION
-30.55%
Shares30.2K
Event2026-03-31
Filed2026-05-08
DGX
QUEST DIAGNOSTICS
-62.02%
Shares7.8K
Event2026-03-31
Filed2026-05-08
ARLP
ALLIANCE RESOURCE PARTNERS LP
0.00%
Shares54.4K
Event2026-03-31
Filed2026-05-08
TNL
TRAVEL PLUS LEISURE CO
New
Shares21.7K
Event2026-03-31
Filed2026-05-08
BSM
BLACK STONE MINERALS LP
New
Shares98.0K
Event2026-03-31
Filed2026-05-08
MMC
MARSH
-0.81%
Shares8.5K
Event2026-03-31
Filed2026-05-08
J
JACOBS SOLUTIONS INC
-30.95%
Shares11.5K
Event2026-03-31
Filed2026-05-08
TRMK
TRUSTMARK CORP
New
Shares34.1K
Event2026-03-31
Filed2026-05-08
PHYS
SPROTT PHYSICAL GOLD TRUST
0.00%
Shares40.0K
Event2026-03-31
Filed2026-05-08
CDW
CDW CORP/DE
13.90%
Shares11.6K
Event2026-03-31
Filed2026-05-08
PB
PROSPERITY BANCSHARES INC
4.05%
Shares20.8K
Event2026-03-31
Filed2026-05-08
VV
VANGUARD LG CP ETF
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-08
XEL
XCEL ENERGY INC
-7.93%
Shares17.1K
Event2026-03-31
Filed2026-05-08
APPF
APPFOLIO INC
724.23%
Shares8.5K
Event2026-03-31
Filed2026-05-08
DRI
DARDEN RESTAURANTS INC
-36.83%
Shares6.8K
Event2026-03-31
Filed2026-05-08
FIS
FIDELITY NATIONAL INFO SVCS
5.66%
Shares28.4K
Event2026-03-31
Filed2026-05-08
UPS
UNITED PARCEL SERVICE-CL B
13.96%
Shares13.5K
Event2026-03-31
Filed2026-05-08
RRX
REGAL REXNORD CORPORATION
-0.03%
Shares7.1K
Event2026-03-31
Filed2026-05-08
MAIN
MAIN STREET CAPITAL CORP
0.00%
Shares25.0K
Event2026-03-31
Filed2026-05-08
MRVL
MARVELL TECHNOLOGY INC
16.84%
Shares13.1K
Event2026-03-31
Filed2026-05-08
AVDE
AVANTIS INTERNATIONAL EQUITY E
97.37%
Shares15.3K
Event2026-03-31
Filed2026-05-08
ALTI
AlTi Global Inc
-7.69%
Shares357.5K
Event2026-03-31
Filed2026-05-08
LEN
LENNAR CORP-CL A
0.29%
Shares14.8K
Event2026-03-31
Filed2026-05-08
CTSH
COGNIZANT TECH SOLUTIONS-A
3.93%
Shares20.8K
Event2026-03-31
Filed2026-05-08
VRSK
VERISK ANALYTICS INC
-6.16%
Shares6.5K
Event2026-03-31
Filed2026-05-08
CVNA
CARVANA CO
187.81%
Shares3.9K
Event2026-03-31
Filed2026-05-08
TROW
T ROWE PRICE GROUP INC
40.88%
Shares13.4K
Event2026-03-31
Filed2026-05-08
CRWD
CROWDSTRIKE HOLDINGS INC
-66.63%
Shares3.1K
Event2026-03-31
Filed2026-05-08
MHK
MOHAWK INDUSTRIES INC
0.20%
Shares12.3K
Event2026-03-31
Filed2026-05-08
LII
LENNOX INTERNATIONAL INC
-2.02%
Shares2.6K
Event2026-03-31
Filed2026-05-08
STEP
STEPSTONE GROUP INC
New
Shares25.0K
Event2026-03-31
Filed2026-05-08
STT
STATE STREET CORP
0.93%
Shares9.2K
Event2026-03-31
Filed2026-05-08
VEEV
VEEVA SYSTEMS INC
-11.16%
Shares6.6K
Event2026-03-31
Filed2026-05-08
NKE
NIKE INC -CL B
-6.32%
Shares21.8K
Event2026-03-31
Filed2026-05-08
PAYX
PAYCHEX INC
-7.40%
Shares12.4K
Event2026-03-31
Filed2026-05-08
BBY
BEST BUY CO INC
0.50%
Shares17.3K
Event2026-03-31
Filed2026-05-08
COIN
COINBASE GLOBAL INC
70.56%
Shares6.3K
Event2026-03-31
Filed2026-05-08
DVA
DAVITA INC
49.02%
Shares7.2K
Event2026-03-31
Filed2026-05-08
GUNR
FLEXSHARES GLOBAL UPSTREAM
-4.88%
Shares20.0K
Event2026-03-31
Filed2026-05-08
JPIE
JPMorgan Income ETF
135.55%
Shares23.9K
Event2026-03-31
Filed2026-05-08
MTD
METTLER-TOLEDO INTERNATIONAL
-3.91%
Shares860
Event2026-03-31
Filed2026-05-08
TDG
TRANSDIGM GROUP INC
-58.55%
Shares935
Event2026-03-31
Filed2026-05-08
SPDW
State Street SPDR Portfolio
-4.21%
Shares23.6K
Event2026-03-31
Filed2026-05-08
COHR
COHERENT CORP
New
Shares4.5K
Event2026-03-31
Filed2026-05-08
GMED
GLOBUS MEDICAL INC
-4.17%
Shares12.3K
Event2026-03-31
Filed2026-05-08
DPZ
DOMINO'S PIZZA INC
-2.22%
Shares2.9K
Event2026-03-31
Filed2026-05-08
SCZ
ISHARES MSCI EAFE SMALL-CAP
4.75%
Shares13.4K
Event2026-03-31
Filed2026-05-08
PCAR
PACCAR INC
-3.89%
Shares9.1K
Event2026-03-31
Filed2026-05-08
MDLZ
MONDELEZ INTL INC
-3.47%
Shares18.1K
Event2026-03-31
Filed2026-05-08
REGN
REGENERON PHARMACEUTICALS
-1.82%
Shares1.4K
Event2026-03-31
Filed2026-05-08
DDOG
DATADOG INC
53.66%
Shares8.8K
Event2026-03-31
Filed2026-05-08
DECK
DECKERS OUTDOOR CORP
-10.24%
Shares10.4K
Event2026-03-31
Filed2026-05-08
APD
AIR PRODUCTS & CHEMICALS INC
-7.35%
Shares3.6K
Event2026-03-31
Filed2026-05-08
FNDF
SCHWAB FUNDAMENTAL
45.22%
Shares21.0K
Event2026-03-31
Filed2026-05-08
ROP
ROPER TECHNOLOGIES INC
-3.11%
Shares2.9K
Event2026-03-31
Filed2026-05-08
MEDP
MEDPACE HOLDINGS INC
-0.09%
Shares2.1K
Event2026-03-31
Filed2026-05-08
OMF
ONEMAIN HOLDINGS INC
-2.86%
Shares19.0K
Event2026-03-31
Filed2026-05-08
DTM
DT MIDSTREAM INC
0.75%
Shares7.5K
Event2026-03-31
Filed2026-05-08
VGIT
VANGUARD INTERMEDIATE TERM
-10.16%
Shares16.9K
Event2026-03-31
Filed2026-05-08
DXCM
DEXCOM INC
-54.56%
Shares16.0K
Event2026-03-31
Filed2026-05-08
TRU
TRANSUNION
-1.15%
Shares14.5K
Event2026-03-31
Filed2026-05-08
LNC
LINCOLN NATIONAL CORP
New
Shares28.2K
Event2026-03-31
Filed2026-05-08
D
DOMINION ENERGY INC
6.26%
Shares16.2K
Event2026-03-31
Filed2026-05-08
RL
RALPH LAUREN CORP
-1.39%
Shares2.8K
Event2026-03-31
Filed2026-05-08
HALO
HALOZYME THERAPEUTICS INC
-6.83%
Shares15.0K
Event2026-03-31
Filed2026-05-08
AEIS
ADVANCED ENERGY INDUSTRIES
0.14%
Shares2.9K
Event2026-03-31
Filed2026-05-08
ATO
ATMOS ENERGY CORP
-21.33%
Shares5.1K
Event2026-03-31
Filed2026-05-08
THC
TENET HEALTHCARE
-0.22%
Shares5.0K
Event2026-03-31
Filed2026-05-08
EQR
EQUITY RESIDENTIAL REIT
-20.18%
Shares15.8K
Event2026-03-31
Filed2026-05-08
TPL
TEXAS PACIFIC LAND CORP REIT
-38.98%
Shares1.9K
Event2026-03-31
Filed2026-05-08
VONG
VANGUARD RUSSELL 1000 GROWTH
2.55%
Shares8.4K
Event2026-03-31
Filed2026-05-08
ELV
ELEVANCE HEALTH INC.
6.77%
Shares3.1K
Event2026-03-31
Filed2026-05-08
QRVO
QORVO INC
2.65%
Shares11.9K
Event2026-03-31
Filed2026-05-08
EQH
EQUITABLE HOLDINGS INC
50.57%
Shares24.7K
Event2026-03-31
Filed2026-05-08
DES
WISDOMTREE US S/C DIV ETF
-0.34%
Shares25.5K
Event2026-03-31
Filed2026-05-08
CHE
CHEMED CORP
13.88%
Shares2.4K
Event2026-03-31
Filed2026-05-08
WAT
WATERS CORP
75.17%
Shares3.1K
Event2026-03-31
Filed2026-05-08
ACI
ALBERTSONS COS INC
60.61%
Shares53.4K
Event2026-03-31
Filed2026-05-08
PEGA
PEGASYSTEMS INC
132.10%
Shares21.4K
Event2026-03-31
Filed2026-05-08
CASH
PATHWARD FINANCIAL INC.
-17.26%
Shares10.1K
Event2026-03-31
Filed2026-05-08
GGG
GRACO INC
-3.06%
Shares10.5K
Event2026-03-31
Filed2026-05-08
ENVA
ENOVA INTERNATIONAL INC
-28.28%
Shares6.5K
Event2026-03-31
Filed2026-05-08
NUE
NUCOR CORP
-1.70%
Shares5.2K
Event2026-03-31
Filed2026-05-08
AMT
AMERICAN TOWER CORP COM REIT
11.88%
Shares5.1K
Event2026-03-31
Filed2026-05-08
CMG
CHIPOTLE MEXICAN GRILL - CL A
-42.87%
Shares27.2K
Event2026-03-31
Filed2026-05-08
GPN
GLOBAL PAYMENTS INC
-3.05%
Shares12.9K
Event2026-03-31
Filed2026-05-08
XLV
State Street Health Care
-0.84%
Shares5.9K
Event2026-03-31
Filed2026-05-08
SYY
SYSCO CORP
-7.00%
Shares12.1K
Event2026-03-31
Filed2026-05-08
PTC
PTC INC
-5.13%
Shares6.0K
Event2026-03-31
Filed2026-05-08
AGX
Argan Inc
-54.27%
Shares1.6K
Event2026-03-31
Filed2026-05-08
IEFA
ISHARES CORE MSCI EAFE ETF
89.52%
Shares9.2K
Event2026-03-31
Filed2026-05-08
XLP
State Street Consumer Staples
-0.97%
Shares10.2K
Event2026-03-31
Filed2026-05-08
ELS
EQUITY LIFESTYLE PROPERTIES
15.01%
Shares13.4K
Event2026-03-31
Filed2026-05-08
VDC
VANGUARD CONSUMER STAPLES FD
-1.09%
Shares3.6K
Event2026-03-31
Filed2026-05-08
HAS
HASBRO INC
-1.74%
Shares8.7K
Event2026-03-31
Filed2026-05-08
SUN
SUNOCO LP
0.00%
Shares12.2K
Event2026-03-31
Filed2026-05-08
TTC
TORO CO
21.74%
Shares8.4K
Event2026-03-31
Filed2026-05-08
NOG
NORTHERN OIL AND GAS INC
43.82%
Shares26.9K
Event2026-03-31
Filed2026-05-08
ACM
AECOM
27.82%
Shares9.1K
Event2026-03-31
Filed2026-05-08
MCK
MCKESSON CORP
-1.00%
Shares895
Event2026-03-31
Filed2026-05-08
YELP
YELP INC
209.79%
Shares31.1K
Event2026-03-31
Filed2026-05-08
GEN
GEN DIGITAL INC.
-71.91%
Shares40.5K
Event2026-03-31
Filed2026-05-08
A
AGILENT TECHNOLOGIES INC
3.11%
Shares6.6K
Event2026-03-31
Filed2026-05-08
IWV
ISHARES RUSSELL 3000 ETF
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-08
TYL
TYLER TECHNOLOGIES INC
0.37%
Shares2.2K
Event2026-03-31
Filed2026-05-08
TDC
TERADATA CORP
6.52%
Shares28.7K
Event2026-03-31
Filed2026-05-08
TW
TRADEWEB MARKETS INC
13.61%
Shares6.2K
Event2026-03-31
Filed2026-05-08
WSO
WATSCO INC
-50.31%
Shares2.0K
Event2026-03-31
Filed2026-05-08
SHW
SHERWIN-WILLIAMS CO
-12.48%
Shares2.2K
Event2026-03-31
Filed2026-05-08
KD
KYNDRYL HOLDINGS INC
New
Shares54.8K
Event2026-03-31
Filed2026-05-08
RKLB
Rocket Lab Corp
5220.48%
Shares11.2K
Event2026-03-31
Filed2026-05-08
NUSC
NUVEEN ESG SMALL-CAP ETF ETF
0.14%
Shares15.7K
Event2026-03-31
Filed2026-05-08
VTIP
VANGUARD S/T INFLATION
55.56%
Shares14.0K
Event2026-03-31
Filed2026-05-08
HUBS
HUBSPOT INC
19.11%
Shares2.8K
Event2026-03-31
Filed2026-05-08
SJM
JM SMUCKER CO/THE-NEW COMMON
21.57%
Shares7.1K
Event2026-03-31
Filed2026-05-08
MATX
MATSON INC
-38.72%
Shares4.1K
Event2026-03-31
Filed2026-05-08
BTC
Grayscale Bitcoin Mini Trust
9.03%
Shares22.6K
Event2026-03-31
Filed2026-05-08
TILT
FLEXSHARES MORNINGSTAR US MARK
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-08
VAW
VANGUARD MATERIALS ETF
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-08
MSM
MSC INDUSTRIAL DIRECT CO-A
0.00%
Shares7.3K
Event2026-03-31
Filed2026-05-08
ALAB
Astera Labs Inc
-37.06%
Shares6.1K
Event2026-03-31
Filed2026-05-08
VVX
V2X INC.
New
Shares9.7K
Event2026-03-31
Filed2026-05-08
LQDT
LIQUIDITY SERVICES INC
New
Shares21.6K
Event2026-03-31
Filed2026-05-08
AMLP
ALERIAN MLP ETF
0.00%
Shares12.5K
Event2026-03-31
Filed2026-05-08
XYL
XYLEM INC
22.37%
Shares5.4K
Event2026-03-31
Filed2026-05-08
PWR
QUANTA SERVICES INC
13.86%
Shares1.2K
Event2026-03-31
Filed2026-05-08
CWI
STATE STREET SPDR MSCI ACWI
0.00%
Shares17.6K
Event2026-03-31
Filed2026-05-08
BLBD
Blue Bird Corp
New
Shares11.3K
Event2026-03-31
Filed2026-05-08
ARCB
ARCBEST CORP
-23.25%
Shares6.5K
Event2026-03-31
Filed2026-05-08
TLN
TALEN ENERGY CORP
New
Shares2.0K
Event2026-03-31
Filed2026-05-08
NTRA
NATERA INC
-0.03%
Shares3.1K
Event2026-03-31
Filed2026-05-08
IQV
IQVIA HOLDINGS INC
-3.18%
Shares3.6K
Event2026-03-31
Filed2026-05-08
BCC
BOISE CASCADE CO
3.19%
Shares8.2K
Event2026-03-31
Filed2026-05-08
MAA
MID-AMERICA APARTMENT COMM
50.31%
Shares5.0K
Event2026-03-31
Filed2026-05-08

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available