Sponsored

The Analysis of Boltwood Capital Management's Holdings & P&L

Currently, Boltwood Capital Management holds 192 types of securities in its portfolio with a total value $436.4M. In the most recent quarter, they have increased their positions in KLAC (+18.1K shares, valued at $5.5M), TDTT (+90.3K shares, valued at $2.2M), GNR (+18.1K shares, valued at $1.2M); decreased their positions in HYGV (-52.7K shares, valued at $2.1M), MBSD (-27.5K shares, valued at $566.4K), SCHF (-12.1K shares, valued at $335.1K); initiated new positions in MU (+455 shares, valued at $525.2K), EWN (+4.2K shares, valued at $291.9K), FLIN (+7.3K shares, valued at $259.7K).

1M P&L

+2.5M+0.66%

3M P&L

-26.0M-6.24%

HY P&L

-10.7M-2.66%

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/A274.4M

68.0%

2Semiconductors19.0M

4.7%

3Internet Content & Information11.3M

2.8%

Top Industries by Stock Count

1N/A80 stocks

48.5%

2Semiconductors6 stocks

3.6%

3Drug Manufacturers - General6 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB STRATEGIC TR1.1M shares-1.06%2026-06-302026-07-06

TDTT FLEXSHARES TR995.6K shares9.97%2026-06-302026-07-06

SPDW SPDR INDEX SHS FDS273.5K shares-0.45%2026-06-302026-07-06

MBB ISHARES TR139.3K shares3.61%2026-06-302026-07-06

IEI ISHARES TR99.9K shares1.87%2026-06-302026-07-06

AAPL APPLE INC38.8K shares2.81%2026-06-302026-07-06

NVDA NVIDIA CORPORATION55.7K shares3.37%2026-06-302026-07-06

XLK SELECT SECTOR SPDR TR55.8K shares-0.67%2026-06-302026-07-06

Sponsored

GOOGL ALPHABET INC27.2K shares1.15%2026-06-302026-07-06

SCHE SCHWAB STRATEGIC TR264.1K shares3.30%2026-06-302026-07-06

IJH ISHARES TR117.9K shares0.10%2026-06-302026-07-06

IJR ISHARES TR56.6K shares-0.62%2026-06-302026-07-06

CAT CATERPILLAR INC7.4K shares-2.80%2026-06-302026-07-06

MSFT MICROSOFT CORP20.2K shares4.86%2026-06-302026-07-06

HYGV FLEXSHARES TR180.8K shares-22.59%2026-06-302026-07-06

GUNR FLEXSHARES TR140.6K shares8.80%2026-06-302026-07-06

Sponsored

SHY ISHARES TR83.4K shares0.11%2026-06-302026-07-06

HYG ISHARES TR83.6K shares-4.42%2026-06-302026-07-06

KLAC KLA CORP20.1K shares890.15%2026-06-302026-07-06

SPEM SPDR INDEX SHS FDS112.5K shares0.24%2026-06-302026-07-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO16.9K shares-0.22%2026-06-302026-07-06

GQRE FLEXSHARES TR84.9K shares1.46%2026-06-302026-07-06

NFRA FLEXSHARES TR84.4K shares0.96%2026-06-302026-07-06

MBSD FLEXSHARES TR258.2K shares-9.62%2026-06-302026-07-06

Sponsored

AMD ADVANCED MICRO DEVICES INC8.7K shares-0.49%2026-06-302026-07-06

SPMB SPDR SERIES TRUST223.7K shares10.72%2026-06-302026-07-06

AMZN AMAZON COM INC19.1K shares4.04%2026-06-302026-07-06

GNR SPDR INDEX SHS FDS67.2K shares36.94%2026-06-302026-07-06

IGSB ISHARES TR81.3K shares0.73%2026-06-302026-07-06

SCHA SCHWAB STRATEGIC TR117.8K shares-0.10%2026-06-302026-07-06

CVX CHEVRON CORPORATION22.9K shares0.42%2026-06-302026-07-06

SKOR FLEXSHARES TR76.0K shares-0.79%2026-06-302026-07-06

Sponsored

SCHM SCHWAB STRATEGIC TR96.8K shares1.61%2026-06-302026-07-06

EXXON MOBIL CORP EXXON MOBIL CORP25.6K shares0.78%2026-06-302026-07-06

STIP ISHARES TR33.1K shares48.84%2026-06-302026-07-06

EFA ISHARES TR31.8K shares-0.70%2026-06-302026-07-06

XLV SELECT SECTOR SPDR TR20.2K shares3.89%2026-06-302026-07-06

XLY SELECT SECTOR SPDR TR25.8K shares1.02%2026-06-302026-07-06

SCHB SCHWAB STRATEGIC TR102.6K shares-0.15%2026-06-302026-07-06

META PLATFORMS INC META PLATFORMS INC5.1K shares4.95%2026-06-302026-07-06

Sponsored

IEF ISHARES TR30.4K shares1.06%2026-06-302026-07-06

LOW LOWES COS INC11.9K shares-0.04%2026-06-302026-07-06

XLI SELECT SECTOR SPDR TR13.8K shares-1.26%2026-06-302026-07-06

XLF SELECT SECTOR SPDR TR45.6K shares0.68%2026-06-302026-07-06

AXP AMERICAN EXPRESS CO7.1K shares-0.42%2026-06-302026-07-06

VEU VANGUARD INTL EQUITY INDEX F27.6K shares-0.09%2026-06-302026-07-06

XLE SELECT SECTOR SPDR TR43.0K shares-0.10%2026-06-302026-07-06

XLC SELECT SECTOR SPDR TR21.2K shares3.23%2026-06-302026-07-06

Sponsored

LLY ELI LILLY & CO1.9K shares0.97%2026-06-302026-07-06

SPTL SPDR SERIES TRUST81.7K shares12.79%2026-06-302026-07-06

KO COCA COLA CO26.0K shares-0.88%2026-06-302026-07-06

WMT WALMART INC18.4K shares-1.02%2026-06-302026-07-06

PG PROCTER & GAMBLE CO14.1K shares1.28%2026-06-302026-07-06

BROADCOM INC BROADCOM INC5.4K shares22.27%2026-06-302026-07-06

TLT ISHARES TR21.4K shares2.41%2026-06-302026-07-06

TJX TJX COS INC NEW12.2K shares0.67%2026-06-302026-07-06

Sponsored

ABBVIE INC ABBVIE INC6.9K shares0.07%2026-06-302026-07-06

ABT ABBOTT LABORATORIES18.7K shares-2.96%2026-06-302026-07-06

RTX CORPORATION RTX CORPORATION8.8K shares1.26%2026-06-302026-07-06

ALL ALLSTATE CORP7.0K shares-1.14%2026-06-302026-07-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.8K shares2.44%2026-06-302026-07-06

RWO SPDR INDEX SHS FDS30.9K shares8.81%2026-06-302026-07-06

EWT ISHARES INC14.1K shares19.57%2026-06-302026-07-06

ORACLE CORP ORACLE CORP10.4K shares1.86%2026-06-302026-07-06

Sponsored

CRM SALESFORCE INC9.7K shares5.32%2026-06-302026-07-06

SUB ISHARES TR14.0K shares10.71%2026-06-302026-07-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.9K shares7.26%2026-06-302026-07-06

ICE INTERCONTINENTAL EXCHANGE IN11.8K shares-0.91%2026-06-302026-07-06

RAVI FLEXSHARES TR19.0K shares-5.48%2026-06-302026-07-06

WFC WELLS FARGO & CO17.2K shares-0.15%2026-06-302026-07-06

PFE PFIZER INC58.3K shares2.60%2026-06-302026-07-06

CISCO SYS INC CISCO SYS INC11.9K shares-0.98%2026-06-302026-07-06

Sponsored

FLTW FRANKLIN TEMPLETON ETF TR13.1K shares0.00%2026-06-302026-07-06

PANW PALO ALTO NETWORKS INC4.0K shares1.73%2026-06-302026-07-06

XLP SELECT SECTOR SPDR TR16.2K shares0.40%2026-06-302026-07-06

IGIB ISHARES TR24.2K shares1.35%2026-06-302026-07-06

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.14.0K shares-0.78%2026-06-302026-07-06

DIS DISNEY WALT CO13.3K shares1.96%2026-06-302026-07-06

IGF ISHARES TR17.9K shares18.61%2026-06-302026-07-06

JNJ JOHNSON & JOHNSON4.6K shares4.03%2026-06-302026-07-06

Sponsored

TSLA TESLA INC2.8K shares23.92%2026-06-302026-07-06

SPTI SPDR SERIES TRUST41.0K shares0.27%2026-06-302026-07-06

ADI ANALOG DEVICES INC2.9K shares-0.38%2026-06-302026-07-06

EWY ISHARES INC5.6K shares38.50%2026-06-302026-07-06

FLKR FRANKLIN TEMPLETON ETF TR17.2K shares1.18%2026-06-302026-07-06

GOOG ALPHABET INC3.1K shares6.97%2026-06-302026-07-06

VANGUARD INDEX FDS VANGUARD INDEX FDS3.0K shares0.13%2026-06-302026-07-06

MCHI ISHARES TR21.1K shares0.36%2026-06-302026-07-06

Sponsored

TPR TAPESTRY INC7.3K shares-2.77%2026-06-302026-07-06

BX BLACKSTONE INC9.0K shares-1.69%2026-06-302026-07-06

BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares1.45%2026-06-302026-07-06

ICSH ISHARES TR20.6K shares0.46%2026-06-302026-07-06

FLCH FRANKLIN TEMPLETON ETF TR50.5K shares18.00%2026-06-302026-07-06

XLB SELECT SECTOR SPDR TR20.1K shares-3.86%2026-06-302026-07-06

SPLB SPDR SERIES TRUST44.9K shares-0.33%2026-06-302026-07-06

HD HOME DEPOT INC2.8K shares-0.70%2026-06-302026-07-06

Sponsored

INTC INTEL CORP7.0K shares-1.41%2026-06-302026-07-06

CVS CVS HEALTH CORP9.4K shares7.08%2026-06-302026-07-06

INDA ISHARES TR18.4K shares-20.99%2026-06-302026-07-06

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR19.9K shares-7.51%2026-06-302026-07-06

BA BOEING CO4.1K shares2.48%2026-06-302026-07-06

DHR DANAHER CORP DEL4.4K shares1.60%2026-06-302026-07-06

GS GOLDMAN SACHS GROUP INC823 shares11.22%2026-06-302026-07-06

C CITIGROUP INC5.8K shares21.52%2026-06-302026-07-06

Sponsored

VIG VANGUARD SPECIALIZED FUNDS3.4K shares0.00%2026-06-302026-07-06

EEM ISHARES TR11.8K shares-0.42%2026-06-302026-07-06

EWU ISHARES TR17.4K shares20.03%2026-06-302026-07-06

EWJ ISHARES INC8.6K shares32.43%2026-06-302026-07-06

SNDK SANDISK CORP345 shares0.00%2026-06-302026-07-06

SCHW SCHWAB CHARLES CORP8.5K shares5.26%2026-06-302026-07-06

CMF ISHARES TR13.5K shares8.78%2026-06-302026-07-06

BMO BANK MONTREAL MEDIUM4.4K shares0.57%2026-06-302026-07-06

Sponsored

MDLZ MONDELEZ INTL INC13.3K shares2.42%2026-06-302026-07-06

MRK MERCK & CO INC5.9K shares1.71%2026-06-302026-07-06

IBM INTERNATIONAL BUSINESS MACHS2.6K shares0.19%2026-06-302026-07-06

ADP AUTOMATIC DATA PROCESSING IN3.2K shares0.59%2026-06-302026-07-06

PEP PEPSICO INC5.3K shares-0.57%2026-06-302026-07-06

PLD PROLOGIS INC.5.2K shares1.47%2026-06-302026-07-06

CME CME GROUP INC3.1K shares0.00%2026-06-302026-07-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC910 shares1.68%2026-06-302026-07-06

Sponsored

XLRE SELECT SECTOR SPDR TR15.7K shares0.94%2026-06-302026-07-06

GSK PLC GSK PLC13.1K shares5.37%2026-06-302026-07-06

VWO VANGUARD INTL EQUITY INDEX F10.9K shares-0.35%2026-06-302026-07-06

FREEPORT MCMORAN INC FREEPORT MCMORAN INC9.9K shares-0.23%2026-06-302026-07-06

BLK BLACKROCK INC641 shares0.31%2026-06-302026-07-06

NEXTERA ENERGY INC NEXTERA ENERGY INC6.9K shares-3.47%2026-06-302026-07-06

NSC NORFOLK SOUTHN CORP1.9K shares-0.73%2026-06-302026-07-06

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION4.1K shares-2.61%2026-06-302026-07-06

Sponsored

COR CENCORA INC2.0K shares9.24%2026-06-302026-07-06

ETN EATON CORP PLC1.3K shares2.62%2026-06-302026-07-06

VNQ VANGUARD INDEX FDS5.7K shares0.07%2026-06-302026-07-06

MCD MCDONALDS CORP2.0K shares3.63%2026-06-302026-07-06

EWQ ISHARES INC11.7K shares14.78%2026-06-302026-07-06

MU MICRON TECHNOLOGY INC455 sharesnew addition2026-06-302026-07-06

RDDT REDDIT INC3.0K shares0.00%2026-06-302026-07-06

VGT VANGUARD WORLD FD4.3K shares693.60%2026-06-302026-07-06

Sponsored

EWC ISHARES INC9.0K shares28.57%2026-06-302026-07-06

EWL ISHARES INC7.9K shares17.91%2026-06-302026-07-06

GLW CORNING INC1.9K shares2.11%2026-06-302026-07-06

FLJP FRANKLIN TEMPLETON ETF TR12.4K shares0.24%2026-06-302026-07-06

MEDTRONIC PLC MEDTRONIC PLC6.3K shares49.49%2026-06-302026-07-06

NETFLIX INC. NETFLIX INC.6.6K shares40.32%2026-06-302026-07-06

MMC MARSH & MCLENNAN COS INC2.8K shares-6.91%2026-06-302026-07-06

EWG ISHARES INC10.7K shares15.14%2026-06-302026-07-06

Sponsored

AMT AMERICAN TOWER CORP2.7K shares1.20%2026-06-302026-07-06

J JACOBS SOLUTIONS INC3.4K shares-1.44%2026-06-302026-07-06

ASML ASML HLDG NV215 shares4.88%2026-06-302026-07-06

EMR EMERSON ELEC CO3.0K shares13.52%2026-06-302026-07-06

GE GE AEROSPACE1.1K shares-0.44%2026-06-302026-07-06

ADOBE INC ADOBE INC2.0K shares12.84%2026-06-302026-07-06

BMY BRISTOL-MYERS SQUIBB CO6.9K shares16.30%2026-06-302026-07-06

T AT&T INC19.2K shares-2.04%2026-06-302026-07-06

Sponsored

3M CO 3M CO2.3K shares0.66%2026-06-302026-07-06

VOX VANGUARD WORLD FD1.9K shares-3.02%2026-06-302026-07-06

PM PHILIP MORRIS INTL INC1.9K shares1.86%2026-06-302026-07-06

USB US BANCORP5.7K shares-0.78%2026-06-302026-07-06

REZ ISHARES TR3.6K shares0.00%2026-06-302026-07-06

NUE NUCOR CORP1.5K shares0.00%2026-06-302026-07-06

ZBH ZIMMER BIOMET HOLDINGS INC3.8K shares-3.66%2026-06-302026-07-06

BIIB BIOGEN INC1.5K shares16.88%2026-06-302026-07-06

Sponsored

KKR KKR & CO INC3.5K shares4.52%2026-06-302026-07-06

MCO MOODYS CORP665 shares-2.21%2026-06-302026-07-06

VZ VERIZON COMMUNICATIONS INC7.0K shares3.52%2026-06-302026-07-06

UNP UNION PAC CORP1.1K shares-2.25%2026-06-302026-07-06

EWN ISHARES INC4.2K sharesnew addition2026-06-302026-07-06

GEV GE VERNOVA INC248 shares1.22%2026-06-302026-07-06

GII SPDR INDEX SHS FDS3.7K shares2.21%2026-06-302026-07-06

VCR VANGUARD WORLD FD702 shares0.00%2026-06-302026-07-06

Sponsored

DOMINION ENERGY INC DOMINION ENERGY INC4.1K shares-2.05%2026-06-302026-07-06

EZA ISHARES INC4.3K shares6.10%2026-06-302026-07-06

HAL HALLIBURTON CO8.0K shares-2.44%2026-06-302026-07-06

FTV FORTIVE CORP4.4K shares-0.23%2026-06-302026-07-06

INTU INTUIT1.0K shares74.61%2026-06-302026-07-06

SBUX STARBUCKS CORP2.6K shares1.37%2026-06-302026-07-06

VFH VANGUARD WORLD FD2.0K shares0.00%2026-06-302026-07-06

FLIN FRANKLIN TEMPLETON ETF TR7.3K sharesnew addition2026-06-302026-07-06

Sponsored

APPLIED MATLS INC APPLIED MATLS INC350 sharesnew addition2026-06-302026-07-06

VDE VANGUARD WORLD FD1.7K shares-1.78%2026-06-302026-07-06

MUB ISHARES TR2.3K shares4.29%2026-06-302026-07-06

EWZ ISHARES INC7.1K shares29.09%2026-06-302026-07-06

EWA ISHARES INC8.6K sharesnew addition2026-06-302026-07-06

VISA INC VISA INC705 shares5.22%2026-06-302026-07-06

YUM YUM BRANDS INC1.5K sharesnew addition2026-06-302026-07-06

LRCX LAM RESEARCH CORP540 sharesnew addition2026-06-302026-07-06

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.8K shares28.65%2026-06-302026-07-06

TFC TRUIST FINL CORP4.3K sharesnew addition2026-06-302026-07-06

BAC BANK AMERICA CORP3.8K sharesnew addition2026-06-302026-07-06

TXN TEXAS INSTRS INC710 sharesnew addition2026-06-302026-07-06

SHEL SHELL PLC2.7K shares10.10%2026-06-302026-07-06

FLCA FRANKLIN TEMPLETON ETF TR4.0K sharesnew addition2026-06-302026-07-06

CMG CHIPOTLE MEXICAN GRILL INC6.0K shares-10.50%2026-06-302026-07-06

BANCO SANTANDER SA BANCO SANTANDER SA11.0K shares0.00%2026-06-302026-07-06

Sponsored

SCHF

SCHWAB STRATEGIC TR

-1.06%

Shares1.1M

Event2026-06-30

Filed2026-07-06

TDTT

FLEXSHARES TR

9.97%

Shares995.6K

Event2026-06-30

Filed2026-07-06

SPDW

SPDR INDEX SHS FDS

-0.45%

Shares273.5K

Event2026-06-30

Filed2026-07-06

MBB

ISHARES TR

3.61%

Shares139.3K

Event2026-06-30

Filed2026-07-06

IEI

ISHARES TR

1.87%

Shares99.9K

Event2026-06-30

Filed2026-07-06

AAPL

APPLE INC

2.81%

Shares38.8K

Event2026-06-30

Filed2026-07-06

NVDA

NVIDIA CORPORATION

3.37%

Shares55.7K

Event2026-06-30

Filed2026-07-06

XLK

SELECT SECTOR SPDR TR

-0.67%

Shares55.8K

Event2026-06-30

Filed2026-07-06

GOOGL

ALPHABET INC

1.15%

Shares27.2K

Event2026-06-30

Filed2026-07-06

SCHE

SCHWAB STRATEGIC TR

3.30%

Shares264.1K

Event2026-06-30

Filed2026-07-06

IJH

ISHARES TR

0.10%

Shares117.9K

Event2026-06-30

Filed2026-07-06

IJR

ISHARES TR

-0.62%

Shares56.6K

Event2026-06-30

Filed2026-07-06

CAT

CATERPILLAR INC

-2.80%

Shares7.4K

Event2026-06-30

Filed2026-07-06

MSFT

MICROSOFT CORP

4.86%

Shares20.2K

Event2026-06-30

Filed2026-07-06

HYGV

FLEXSHARES TR

-22.59%

Shares180.8K

Event2026-06-30

Filed2026-07-06

GUNR

FLEXSHARES TR

8.80%

Shares140.6K

Event2026-06-30

Filed2026-07-06

SHY

ISHARES TR

0.11%

Shares83.4K

Event2026-06-30

Filed2026-07-06

HYG

ISHARES TR

-4.42%

Shares83.6K

Event2026-06-30

Filed2026-07-06

KLAC

KLA CORP

890.15%

Shares20.1K

Event2026-06-30

Filed2026-07-06

SPEM

SPDR INDEX SHS FDS

0.24%

Shares112.5K

Event2026-06-30

Filed2026-07-06

JPMORGAN CHASE & CO

-0.22%

Shares16.9K

Event2026-06-30

Filed2026-07-06

GQRE

FLEXSHARES TR

1.46%

Shares84.9K

Event2026-06-30

Filed2026-07-06

NFRA

FLEXSHARES TR

0.96%

Shares84.4K

Event2026-06-30

Filed2026-07-06

MBSD

FLEXSHARES TR

-9.62%

Shares258.2K

Event2026-06-30

Filed2026-07-06

AMD

ADVANCED MICRO DEVICES INC

-0.49%

Shares8.7K

Event2026-06-30

Filed2026-07-06

SPMB

SPDR SERIES TRUST

10.72%

Shares223.7K

Event2026-06-30

Filed2026-07-06

AMZN

AMAZON COM INC

4.04%

Shares19.1K

Event2026-06-30

Filed2026-07-06

GNR

SPDR INDEX SHS FDS

36.94%

Shares67.2K

Event2026-06-30

Filed2026-07-06

IGSB

ISHARES TR

0.73%

Shares81.3K

Event2026-06-30

Filed2026-07-06

SCHA

SCHWAB STRATEGIC TR

-0.10%

Shares117.8K

Event2026-06-30

Filed2026-07-06

CVX

CHEVRON CORPORATION

0.42%

Shares22.9K

Event2026-06-30

Filed2026-07-06

SKOR

FLEXSHARES TR

-0.79%

Shares76.0K

Event2026-06-30

Filed2026-07-06

SCHM

SCHWAB STRATEGIC TR

1.61%

Shares96.8K

Event2026-06-30

Filed2026-07-06

EXXON MOBIL CORP

0.78%

Shares25.6K

Event2026-06-30

Filed2026-07-06

STIP

ISHARES TR

48.84%

Shares33.1K

Event2026-06-30

Filed2026-07-06

EFA

ISHARES TR

-0.70%

Shares31.8K

Event2026-06-30

Filed2026-07-06

XLV

SELECT SECTOR SPDR TR

3.89%

Shares20.2K

Event2026-06-30

Filed2026-07-06

XLY

SELECT SECTOR SPDR TR

1.02%

Shares25.8K

Event2026-06-30

Filed2026-07-06

SCHB

SCHWAB STRATEGIC TR

-0.15%

Shares102.6K

Event2026-06-30

Filed2026-07-06

META PLATFORMS INC

4.95%

Shares5.1K

Event2026-06-30

Filed2026-07-06

IEF

ISHARES TR

1.06%

Shares30.4K

Event2026-06-30

Filed2026-07-06

LOW

LOWES COS INC

-0.04%

Shares11.9K

Event2026-06-30

Filed2026-07-06

XLI

SELECT SECTOR SPDR TR

-1.26%

Shares13.8K

Event2026-06-30

Filed2026-07-06

XLF

SELECT SECTOR SPDR TR

0.68%

Shares45.6K

Event2026-06-30

Filed2026-07-06

AXP

AMERICAN EXPRESS CO

-0.42%

Shares7.1K

Event2026-06-30

Filed2026-07-06

VEU

VANGUARD INTL EQUITY INDEX F

-0.09%

Shares27.6K

Event2026-06-30

Filed2026-07-06

XLE

SELECT SECTOR SPDR TR

-0.10%

Shares43.0K

Event2026-06-30

Filed2026-07-06

XLC

SELECT SECTOR SPDR TR

3.23%

Shares21.2K

Event2026-06-30

Filed2026-07-06

LLY

ELI LILLY & CO

0.97%

Shares1.9K

Event2026-06-30

Filed2026-07-06

SPTL

SPDR SERIES TRUST

12.79%

Shares81.7K

Event2026-06-30

Filed2026-07-06

COCA COLA CO

-0.88%

Shares26.0K

Event2026-06-30

Filed2026-07-06

WMT

WALMART INC

-1.02%

Shares18.4K

Event2026-06-30

Filed2026-07-06

PROCTER & GAMBLE CO

1.28%

Shares14.1K

Event2026-06-30

Filed2026-07-06

BROADCOM INC

22.27%

Shares5.4K

Event2026-06-30

Filed2026-07-06

TLT

ISHARES TR

2.41%

Shares21.4K

Event2026-06-30

Filed2026-07-06

TJX

TJX COS INC NEW

0.67%

Shares12.2K

Event2026-06-30

Filed2026-07-06

ABBVIE INC

0.07%

Shares6.9K

Event2026-06-30

Filed2026-07-06

ABT

ABBOTT LABORATORIES

-2.96%

Shares18.7K

Event2026-06-30

Filed2026-07-06

RTX CORPORATION

1.26%

Shares8.8K

Event2026-06-30

Filed2026-07-06

ALL

ALLSTATE CORP

-1.14%

Shares7.0K

Event2026-06-30

Filed2026-07-06

COSTCO WHOLESALE CORPORATION

2.44%

Shares1.8K

Event2026-06-30

Filed2026-07-06

RWO

SPDR INDEX SHS FDS

8.81%

Shares30.9K

Event2026-06-30

Filed2026-07-06

EWT

ISHARES INC

19.57%

Shares14.1K

Event2026-06-30

Filed2026-07-06

ORACLE CORP

1.86%

Shares10.4K

Event2026-06-30

Filed2026-07-06

CRM

SALESFORCE INC

5.32%

Shares9.7K

Event2026-06-30

Filed2026-07-06

SUB

ISHARES TR

10.71%

Shares14.0K

Event2026-06-30

Filed2026-07-06

MASTERCARD INCORPORATED

7.26%

Shares2.9K

Event2026-06-30

Filed2026-07-06

ICE

INTERCONTINENTAL EXCHANGE IN

-0.91%

Shares11.8K

Event2026-06-30

Filed2026-07-06

RAVI

FLEXSHARES TR

-5.48%

Shares19.0K

Event2026-06-30

Filed2026-07-06

WFC

WELLS FARGO & CO

-0.15%

Shares17.2K

Event2026-06-30

Filed2026-07-06

PFE

PFIZER INC

2.60%

Shares58.3K

Event2026-06-30

Filed2026-07-06

CISCO SYS INC

-0.98%

Shares11.9K

Event2026-06-30

Filed2026-07-06

FLTW

FRANKLIN TEMPLETON ETF TR

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-06

PANW

PALO ALTO NETWORKS INC

1.73%

Shares4.0K

Event2026-06-30

Filed2026-07-06

XLP

SELECT SECTOR SPDR TR

0.40%

Shares16.2K

Event2026-06-30

Filed2026-07-06

IGIB

ISHARES TR

1.35%

Shares24.2K

Event2026-06-30

Filed2026-07-06

MICROCHIP TECHNOLOGY INC.

-0.78%

Shares14.0K

Event2026-06-30

Filed2026-07-06

DIS

DISNEY WALT CO

1.96%

Shares13.3K

Event2026-06-30

Filed2026-07-06

IGF

ISHARES TR

18.61%

Shares17.9K

Event2026-06-30

Filed2026-07-06

JNJ

JOHNSON & JOHNSON

4.03%

Shares4.6K

Event2026-06-30

Filed2026-07-06

TSLA

TESLA INC

23.92%

Shares2.8K

Event2026-06-30

Filed2026-07-06

SPTI

SPDR SERIES TRUST

0.27%

Shares41.0K

Event2026-06-30

Filed2026-07-06

ADI

ANALOG DEVICES INC

-0.38%

Shares2.9K

Event2026-06-30

Filed2026-07-06

EWY

ISHARES INC

38.50%

Shares5.6K

Event2026-06-30

Filed2026-07-06

FLKR

FRANKLIN TEMPLETON ETF TR

1.18%

Shares17.2K

Event2026-06-30

Filed2026-07-06

GOOG

ALPHABET INC

6.97%

Shares3.1K

Event2026-06-30

Filed2026-07-06

VANGUARD INDEX FDS

0.13%

Shares3.0K

Event2026-06-30

Filed2026-07-06

MCHI

ISHARES TR

0.36%

Shares21.1K

Event2026-06-30

Filed2026-07-06

TPR

TAPESTRY INC

-2.77%

Shares7.3K

Event2026-06-30

Filed2026-07-06

BLACKSTONE INC

-1.69%

Shares9.0K

Event2026-06-30

Filed2026-07-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.45%

Shares2.1K

Event2026-06-30

Filed2026-07-06

ICSH

ISHARES TR

0.46%

Shares20.6K

Event2026-06-30

Filed2026-07-06

FLCH

FRANKLIN TEMPLETON ETF TR

18.00%

Shares50.5K

Event2026-06-30

Filed2026-07-06

XLB

SELECT SECTOR SPDR TR

-3.86%

Shares20.1K

Event2026-06-30

Filed2026-07-06

SPLB

SPDR SERIES TRUST

-0.33%

Shares44.9K

Event2026-06-30

Filed2026-07-06

HOME DEPOT INC

-0.70%

Shares2.8K

Event2026-06-30

Filed2026-07-06

INTC

INTEL CORP

-1.41%

Shares7.0K

Event2026-06-30

Filed2026-07-06

CVS

CVS HEALTH CORP

7.08%

Shares9.4K

Event2026-06-30

Filed2026-07-06

INDA

ISHARES TR

-20.99%

Shares18.4K

Event2026-06-30

Filed2026-07-06

SELECT SECTOR SPDR TR

-7.51%

Shares19.9K

Event2026-06-30

Filed2026-07-06

BOEING CO

2.48%

Shares4.1K

Event2026-06-30

Filed2026-07-06

DHR

DANAHER CORP DEL

1.60%

Shares4.4K

Event2026-06-30

Filed2026-07-06

GOLDMAN SACHS GROUP INC

11.22%

Shares823

Event2026-06-30

Filed2026-07-06

CITIGROUP INC

21.52%

Shares5.8K

Event2026-06-30

Filed2026-07-06

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-06

EEM

ISHARES TR

-0.42%

Shares11.8K

Event2026-06-30

Filed2026-07-06

EWU

ISHARES TR

20.03%

Shares17.4K

Event2026-06-30

Filed2026-07-06

EWJ

ISHARES INC

32.43%

Shares8.6K

Event2026-06-30

Filed2026-07-06

SNDK

SANDISK CORP

0.00%

Shares345

Event2026-06-30

Filed2026-07-06

SCHW

SCHWAB CHARLES CORP

5.26%

Shares8.5K

Event2026-06-30

Filed2026-07-06

CMF

ISHARES TR

8.78%

Shares13.5K

Event2026-06-30

Filed2026-07-06

BMO

BANK MONTREAL MEDIUM

0.57%

Shares4.4K

Event2026-06-30

Filed2026-07-06

MDLZ

MONDELEZ INTL INC

2.42%

Shares13.3K

Event2026-06-30

Filed2026-07-06

MRK

MERCK & CO INC

1.71%

Shares5.9K

Event2026-06-30

Filed2026-07-06

IBM

INTERNATIONAL BUSINESS MACHS

0.19%

Shares2.6K

Event2026-06-30

Filed2026-07-06

ADP

AUTOMATIC DATA PROCESSING IN

0.59%

Shares3.2K

Event2026-06-30

Filed2026-07-06

PEP

PEPSICO INC

-0.57%

Shares5.3K

Event2026-06-30

Filed2026-07-06

PLD

PROLOGIS INC.

1.47%

Shares5.2K

Event2026-06-30

Filed2026-07-06

CME

CME GROUP INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-06

CROWDSTRIKE HLDGS INC

1.68%

Shares910

Event2026-06-30

Filed2026-07-06

XLRE

SELECT SECTOR SPDR TR

0.94%

Shares15.7K

Event2026-06-30

Filed2026-07-06

GSK PLC

5.37%

Shares13.1K

Event2026-06-30

Filed2026-07-06

VWO

VANGUARD INTL EQUITY INDEX F

-0.35%

Shares10.9K

Event2026-06-30

Filed2026-07-06

FREEPORT MCMORAN INC

-0.23%

Shares9.9K

Event2026-06-30

Filed2026-07-06

BLK

BLACKROCK INC

0.31%

Shares641

Event2026-06-30

Filed2026-07-06

NEXTERA ENERGY INC

-3.47%

Shares6.9K

Event2026-06-30

Filed2026-07-06

NSC

NORFOLK SOUTHN CORP

-0.73%

Shares1.9K

Event2026-06-30

Filed2026-07-06

JOHNSON CONTROLS INTERNATION

-2.61%

Shares4.1K

Event2026-06-30

Filed2026-07-06

COR

CENCORA INC

9.24%

Shares2.0K

Event2026-06-30

Filed2026-07-06

ETN

EATON CORP PLC

2.62%

Shares1.3K

Event2026-06-30

Filed2026-07-06

VNQ

VANGUARD INDEX FDS

0.07%

Shares5.7K

Event2026-06-30

Filed2026-07-06

MCD

MCDONALDS CORP

3.63%

Shares2.0K

Event2026-06-30

Filed2026-07-06

EWQ

ISHARES INC

14.78%

Shares11.7K

Event2026-06-30

Filed2026-07-06

MICRON TECHNOLOGY INC

New

Shares455

Event2026-06-30

Filed2026-07-06

RDDT

REDDIT INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-06

VGT

VANGUARD WORLD FD

693.60%

Shares4.3K

Event2026-06-30

Filed2026-07-06

EWC

ISHARES INC

28.57%

Shares9.0K

Event2026-06-30

Filed2026-07-06

EWL

ISHARES INC

17.91%

Shares7.9K

Event2026-06-30

Filed2026-07-06

GLW

CORNING INC

2.11%

Shares1.9K

Event2026-06-30

Filed2026-07-06

FLJP

FRANKLIN TEMPLETON ETF TR

0.24%

Shares12.4K

Event2026-06-30

Filed2026-07-06

MEDTRONIC PLC

49.49%

Shares6.3K

Event2026-06-30

Filed2026-07-06

NETFLIX INC.

40.32%

Shares6.6K

Event2026-06-30

Filed2026-07-06

MMC

MARSH & MCLENNAN COS INC

-6.91%

Shares2.8K

Event2026-06-30

Filed2026-07-06

EWG

ISHARES INC

15.14%

Shares10.7K

Event2026-06-30

Filed2026-07-06

AMT

AMERICAN TOWER CORP

1.20%

Shares2.7K

Event2026-06-30

Filed2026-07-06

JACOBS SOLUTIONS INC

-1.44%

Shares3.4K

Event2026-06-30

Filed2026-07-06

ASML

ASML HLDG NV

4.88%

Shares215

Event2026-06-30

Filed2026-07-06

EMR

EMERSON ELEC CO

13.52%

Shares3.0K

Event2026-06-30

Filed2026-07-06

GE AEROSPACE

-0.44%

Shares1.1K

Event2026-06-30

Filed2026-07-06

ADOBE INC

12.84%

Shares2.0K

Event2026-06-30

Filed2026-07-06

BMY

BRISTOL-MYERS SQUIBB CO

16.30%

Shares6.9K

Event2026-06-30

Filed2026-07-06

AT&T INC

-2.04%

Shares19.2K

Event2026-06-30

Filed2026-07-06

3M CO

0.66%

Shares2.3K

Event2026-06-30

Filed2026-07-06

VOX

VANGUARD WORLD FD

-3.02%

Shares1.9K

Event2026-06-30

Filed2026-07-06

PHILIP MORRIS INTL INC

1.86%

Shares1.9K

Event2026-06-30

Filed2026-07-06

USB

US BANCORP

-0.78%

Shares5.7K

Event2026-06-30

Filed2026-07-06

REZ

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-06

NUE

NUCOR CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-06

ZBH

ZIMMER BIOMET HOLDINGS INC

-3.66%

Shares3.8K

Event2026-06-30

Filed2026-07-06

BIIB

BIOGEN INC

16.88%

Shares1.5K

Event2026-06-30

Filed2026-07-06

KKR

KKR & CO INC

4.52%

Shares3.5K

Event2026-06-30

Filed2026-07-06

MCO

MOODYS CORP

-2.21%

Shares665

Event2026-06-30

Filed2026-07-06

VERIZON COMMUNICATIONS INC

3.52%

Shares7.0K

Event2026-06-30

Filed2026-07-06

UNP

UNION PAC CORP

-2.25%

Shares1.1K

Event2026-06-30

Filed2026-07-06

EWN

ISHARES INC

New

Shares4.2K

Event2026-06-30

Filed2026-07-06

GEV

GE VERNOVA INC

1.22%

Shares248

Event2026-06-30

Filed2026-07-06

GII

SPDR INDEX SHS FDS

2.21%

Shares3.7K

Event2026-06-30

Filed2026-07-06

VCR

VANGUARD WORLD FD

0.00%

Shares702

Event2026-06-30

Filed2026-07-06

DOMINION ENERGY INC

-2.05%

Shares4.1K

Event2026-06-30

Filed2026-07-06

EZA

ISHARES INC

6.10%

Shares4.3K

Event2026-06-30

Filed2026-07-06

HAL

HALLIBURTON CO

-2.44%

Shares8.0K

Event2026-06-30

Filed2026-07-06

FTV

FORTIVE CORP

-0.23%

Shares4.4K

Event2026-06-30

Filed2026-07-06

INTU

INTUIT

74.61%

Shares1.0K

Event2026-06-30

Filed2026-07-06

SBUX

STARBUCKS CORP

1.37%

Shares2.6K

Event2026-06-30

Filed2026-07-06

VFH

VANGUARD WORLD FD

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-06

FLIN

FRANKLIN TEMPLETON ETF TR

New

Shares7.3K

Event2026-06-30

Filed2026-07-06

APPLIED MATLS INC

New

Shares350

Event2026-06-30

Filed2026-07-06

VDE

VANGUARD WORLD FD

-1.78%

Shares1.7K

Event2026-06-30

Filed2026-07-06

MUB

ISHARES TR

4.29%

Shares2.3K

Event2026-06-30

Filed2026-07-06

EWZ

ISHARES INC

29.09%

Shares7.1K

Event2026-06-30

Filed2026-07-06

EWA

ISHARES INC

New

Shares8.6K

Event2026-06-30

Filed2026-07-06

VISA INC

5.22%

Shares705

Event2026-06-30

Filed2026-07-06

YUM

YUM BRANDS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-06

LRCX

LAM RESEARCH CORP

New

Shares540

Event2026-06-30

Filed2026-07-06

ACCENTURE PLC IRELAND

28.65%

Shares1.8K

Event2026-06-30

Filed2026-07-06

TFC

TRUIST FINL CORP

New

Shares4.3K

Event2026-06-30

Filed2026-07-06

BAC

BANK AMERICA CORP

New

Shares3.8K

Event2026-06-30

Filed2026-07-06

TXN

TEXAS INSTRS INC

New

Shares710

Event2026-06-30

Filed2026-07-06

SHEL

SHELL PLC

10.10%

Shares2.7K

Event2026-06-30

Filed2026-07-06

FLCA

FRANKLIN TEMPLETON ETF TR

New

Shares4.0K

Event2026-06-30

Filed2026-07-06

CMG

CHIPOTLE MEXICAN GRILL INC

-10.50%

Shares6.0K

Event2026-06-30

Filed2026-07-06

BANCO SANTANDER SA

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available