Sponsored
The Analysis of BRADLEY FOSTER & SARGENT INC/CT's Holdings & P&L
Currently, BRADLEY FOSTER & SARGENT INC/CT holds 516 types of securities in its portfolio with a total value $6.4B. In the most recent quarter, they have increased their positions in CR (+210.5K shares, valued at $36.0M), N/A (+54.2K shares, valued at $26.6M), N/A (+389.5K shares, valued at $17.3M); decreased their positions in DHR (-195.7K shares, valued at $37.1M), INTU (-76.9K shares, valued at $33.3M), SNPS (-76.0K shares, valued at $30.1M); initiated new positions in N/A (+389.5K shares, valued at $17.3M), MLM (+8.9K shares, valued at $5.2M), FANG (+15.6K shares, valued at $3.1M).
1M P&L
-36.4M-0.62%
3M P&L
-127.3M-2.14%
HY P&L
+226.8M+4.05%
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/A654.9M
11.2%
2Software - Infrastructure483.1M
8.3%
3Diagnostics & Research367.4M
6.3%
Top Industries by Stock Count
1N/A108 stocks
23.0%
2Software - Application13 stocks
2.8%
3Specialty Industrial Machinery13 stocks
2.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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iShares Core MSCI Emerging Mar iShares Core MSCI Emerging Mar78.3K shares-11.37%2026-03-312026-05-15
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Solstice Advanced Materials In Solstice Advanced Materials In13.2K shares-28.45%2026-03-312026-05-15
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Astrazeneca PLC Sponsored ADR Astrazeneca PLC Sponsored ADR3.6K sharesnew addition2026-03-312026-05-15
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JPM
-1.61%J P Morgan Chase
Shares963.2K
Event2026-03-31
Filed2026-05-15
Alphabet Inc. Class A
-4.79%Alphabet Inc. Class A
Shares984.3K
Event2026-03-31
Filed2026-05-15
MSFT
-3.60%Microsoft
Shares733.6K
Event2026-03-31
Filed2026-05-15
AAPL
-4.91%Apple Inc
Shares1.0M
Event2026-03-31
Filed2026-05-15
AMZN
2.02%Amazon.com
Shares917.2K
Event2026-03-31
Filed2026-05-15
AEM
-12.78%Agnico Eagle Mines
Shares919.6K
Event2026-03-31
Filed2026-05-15
GLD
-3.26%SPDR Gold Shares
Shares404.1K
Event2026-03-31
Filed2026-05-15
XOM
3.65%Exxon Mobil
Shares781.6K
Event2026-03-31
Filed2026-05-15
TMO
-0.93%Thermo Fisher Scientific
Shares256.6K
Event2026-03-31
Filed2026-05-15
Berkshire Hathaway Cl B
-4.23%Berkshire Hathaway Cl B
Shares263.1K
Event2026-03-31
Filed2026-05-15
COST
-1.31%Costco
Shares125.2K
Event2026-03-31
Filed2026-05-15
APH
-12.07%Amphenol
Shares886.1K
Event2026-03-31
Filed2026-05-15
NVDA
4.02%Nvidia Corp
Shares593.9K
Event2026-03-31
Filed2026-05-15
DE
-0.48%Deere
Shares175.2K
Event2026-03-31
Filed2026-05-15
SPY
1.54%SPDR S&P 500 ETF Index
Shares151.1K
Event2026-03-31
Filed2026-05-15
ADI
-14.71%Analog Devices Inc
Shares293.4K
Event2026-03-31
Filed2026-05-15
GE Aerospace
0.57%GE Aerospace
Shares294.9K
Event2026-03-31
Filed2026-05-15
MMC
-5.99%Marsh & McLennan
Shares474.7K
Event2026-03-31
Filed2026-05-15
JNJ
-1.09%Johnson & Johnson
Shares335.0K
Event2026-03-31
Filed2026-05-15
COP
-1.53%Conoco Phillips
Shares617.9K
Event2026-03-31
Filed2026-05-15
Liberty Media Corp Series C Fo
7.41%Liberty Media Corp Series C Fo
Shares951.4K
Event2026-03-31
Filed2026-05-15
WWD
-22.42%Woodward Inc
Shares214.4K
Event2026-03-31
Filed2026-05-15
CAT
-3.29%Caterpillar
Shares103.7K
Event2026-03-31
Filed2026-05-15
MA
-0.11%Mastercard Inc Cl A
Shares137.5K
Event2026-03-31
Filed2026-05-15
PEP
-3.30%Pepsico
Shares423.8K
Event2026-03-31
Filed2026-05-15
RBC
-10.75%RBC Bearings Inc
Shares121.0K
Event2026-03-31
Filed2026-05-15
HD
-2.41%Home Depot
Shares199.7K
Event2026-03-31
Filed2026-05-15
CVX
3.02%Chevron Corp
Shares310.3K
Event2026-03-31
Filed2026-05-15
WMT
-0.98%Walmart
Shares508.8K
Event2026-03-31
Filed2026-05-15
DHR
-37.14%Danaher
Shares331.1K
Event2026-03-31
Filed2026-05-15
ABT
-26.81%Abbott Labs
Shares611.0K
Event2026-03-31
Filed2026-05-15
NOC
-1.26%Northrop Grumman
Shares91.8K
Event2026-03-31
Filed2026-05-15
SHW
-3.19%Sherwin-Williams
Shares187.8K
Event2026-03-31
Filed2026-05-15
IDXX
-0.99%IDEXX Labs
Shares103.7K
Event2026-03-31
Filed2026-05-15
Hubbell Inc
100.57%Hubbell Inc
Shares108.2K
Event2026-03-31
Filed2026-05-15
PWR
-4.70%Quanta Services
Shares96.5K
Event2026-03-31
Filed2026-05-15
MCD
-1.96%McDonalds
Shares166.1K
Event2026-03-31
Filed2026-05-15
Alphabet Inc. Class C
-9.28%Alphabet Inc. Class C
Shares174.8K
Event2026-03-31
Filed2026-05-15
ABBV
-2.14%Abbvie Inc
Shares223.1K
Event2026-03-31
Filed2026-05-15
AGI
52.15%Alamos Gold Inc Cl A
Shares1.0M
Event2026-03-31
Filed2026-05-15
UNP
0.25%Union Pacific
Shares179.9K
Event2026-03-31
Filed2026-05-15
CSCO
-1.21%Cisco Systems
Shares559.8K
Event2026-03-31
Filed2026-05-15
AXP
0.22%American Express
Shares136.3K
Event2026-03-31
Filed2026-05-15
BSX
27.30%Boston Scientific
Shares627.5K
Event2026-03-31
Filed2026-05-15
CR
1652.81%Crane Co
Shares223.2K
Event2026-03-31
Filed2026-05-15
Broadcom Inc
-5.58%Broadcom Inc
Shares119.1K
Event2026-03-31
Filed2026-05-15
GDX
-0.03%VanEck Vectors Gold Miners ETF
Shares395.8K
Event2026-03-31
Filed2026-05-15
RTX
0.13%RTX Corporation
Shares178.8K
Event2026-03-31
Filed2026-05-15
Merck
-1.48%Merck
Shares284.7K
Event2026-03-31
Filed2026-05-15
CDNS
-5.77%Cadence Design Systems
Shares122.1K
Event2026-03-31
Filed2026-05-15
ORCL
-8.33%Oracle
Shares228.0K
Event2026-03-31
Filed2026-05-15
TJX
0.42%TJX Corp
Shares194.1K
Event2026-03-31
Filed2026-05-15
SYK
-4.57%Stryker
Shares92.0K
Event2026-03-31
Filed2026-05-15
PG
-3.01%Procter & Gamble
Shares197.8K
Event2026-03-31
Filed2026-05-15
CB
-2.83%Chubb Ltd
Shares87.5K
Event2026-03-31
Filed2026-05-15
TRP
10.26%TC Energy Corp
Shares442.1K
Event2026-03-31
Filed2026-05-15
ENB
0.27%Enbridge Inc
Shares500.9K
Event2026-03-31
Filed2026-05-15
LOW
-1.71%Lowes
Shares113.0K
Event2026-03-31
Filed2026-05-15
LLY
3.35%Eli Lilly
Shares27.1K
Event2026-03-31
Filed2026-05-15
SPYM
-0.81%State Street SPDR Portfolio S&
Shares314.9K
Event2026-03-31
Filed2026-05-15
KO
1.52%Coca Cola
Shares311.9K
Event2026-03-31
Filed2026-05-15
ISRG
3.67%Intuitive Surgical
Shares50.7K
Event2026-03-31
Filed2026-05-15
IVV
-0.73%iShares Core S&P 500 ETF
Shares34.9K
Event2026-03-31
Filed2026-05-15
EQT Corp
230.17%EQT Corp
Shares355.6K
Event2026-03-31
Filed2026-05-15
Linde Plc
3.64%Linde Plc
Shares45.1K
Event2026-03-31
Filed2026-05-15
IBM
1.00%International Business Machine
Shares91.3K
Event2026-03-31
Filed2026-05-15
VEA
-5.89%Vanguard FTSE ETF Developed Ma
Shares336.9K
Event2026-03-31
Filed2026-05-15
META
-29.85%Meta Platforms Inc Class A
Shares36.2K
Event2026-03-31
Filed2026-05-15
HON
-1.50%Honeywell International
Shares90.2K
Event2026-03-31
Filed2026-05-15
AZO
-0.85%AutoZone Inc
Shares5.9K
Event2026-03-31
Filed2026-05-15
IWF
-0.77%iShares Tr Russell 1000 Growth
Shares46.0K
Event2026-03-31
Filed2026-05-15
V
-1.81%Visa Incorporated
Shares62.9K
Event2026-03-31
Filed2026-05-15
GEV
0.04%GE Vernova Inc
Shares21.5K
Event2026-03-31
Filed2026-05-15
ADP
-13.02%Automatic Data Processing
Shares91.7K
Event2026-03-31
Filed2026-05-15
O
4.30%Realty Income Corp
Shares302.1K
Event2026-03-31
Filed2026-05-15
Medline Inc Cl A
NewMedline Inc Cl A
Shares389.5K
Event2026-03-31
Filed2026-05-15
PFE
2.18%Pfizer
Shares614.0K
Event2026-03-31
Filed2026-05-15
EFA
32.33%iShares MSCI EAFE Index Fund
Shares176.0K
Event2026-03-31
Filed2026-05-15
ICE
40.99%IntercontinentalExchange Group
Shares105.5K
Event2026-03-31
Filed2026-05-15
AMAT
-23.43%Applied Materials
Shares48.4K
Event2026-03-31
Filed2026-05-15
PH
2.04%Parker-Hannifin
Shares18.5K
Event2026-03-31
Filed2026-05-15
VB
4.09%Vanguard Small Cap ETF
Shares62.8K
Event2026-03-31
Filed2026-05-15
ZTS
-13.28%Zoetis Inc
Shares138.6K
Event2026-03-31
Filed2026-05-15
WAB
18.71%Wabtec Corp
Shares65.3K
Event2026-03-31
Filed2026-05-15
ECL
0.19%Ecolab
Shares60.7K
Event2026-03-31
Filed2026-05-15
IWR
-0.62%iShares Russell Midcap ETF
Shares162.3K
Event2026-03-31
Filed2026-05-15
Eaton Corp PLC
22.86%Eaton Corp PLC
Shares43.4K
Event2026-03-31
Filed2026-05-15
FNV
-0.81%Franco Nevada Corp
Shares62.7K
Event2026-03-31
Filed2026-05-15
NOVT
24.14%Novanta Inc.
Shares128.9K
Event2026-03-31
Filed2026-05-15
Invesco S&P 500 Equal Weight E
5.56%Invesco S&P 500 Equal Weight E
Shares77.4K
Event2026-03-31
Filed2026-05-15
BAC
-0.62%Bank of America
Shares292.3K
Event2026-03-31
Filed2026-05-15
IWB
-0.01%iShares Russell 1000 Index
Shares39.6K
Event2026-03-31
Filed2026-05-15
VIG
2.43%Vanguard Dividend Appreciation
Shares61.8K
Event2026-03-31
Filed2026-05-15
CRWD
-16.37%CrowdStrike Holdings
Shares33.8K
Event2026-03-31
Filed2026-05-15
VTI
0.23%Vanguard Total Stock Market Vi
Shares41.0K
Event2026-03-31
Filed2026-05-15
CARR
-11.84%Carrier Global Corp
Shares232.3K
Event2026-03-31
Filed2026-05-15
MDLZ
-8.11%Mondelez International
Shares226.5K
Event2026-03-31
Filed2026-05-15
INTU
-71.97%Intuit
Shares30.0K
Event2026-03-31
Filed2026-05-15
Invesco QQQ Trust Series 1
-3.89%Invesco QQQ Trust Series 1
Shares22.0K
Event2026-03-31
Filed2026-05-15
IQV
-13.51%IQVIA Holdings
Shares73.8K
Event2026-03-31
Filed2026-05-15
TXN
2.34%Texas Instruments
Shares64.7K
Event2026-03-31
Filed2026-05-15
TMUS
-9.58%T-Mobile US Inc
Shares58.7K
Event2026-03-31
Filed2026-05-15
TSM
-4.82%Taiwan Semiconductor Mft Co Lt
Shares36.3K
Event2026-03-31
Filed2026-05-15
KMI
0.58%Kinder Morgan Inc
Shares365.2K
Event2026-03-31
Filed2026-05-15
SSNC
-14.31%SS & C Technologies
Shares178.8K
Event2026-03-31
Filed2026-05-15
IWM
21.07%iShares Russell 2000 ETF
Shares47.3K
Event2026-03-31
Filed2026-05-15
BK
0.02%Bank of New York Mellon
Shares96.3K
Event2026-03-31
Filed2026-05-15
LECO
14.85%Lincoln Electric
Shares45.7K
Event2026-03-31
Filed2026-05-15
TRV
-0.85%The Travelers Companies Inc
Shares37.9K
Event2026-03-31
Filed2026-05-15
LMT
0.87%Lockheed Martin
Shares18.2K
Event2026-03-31
Filed2026-05-15
CGNX
-23.99%Cognex
Shares222.4K
Event2026-03-31
Filed2026-05-15
BRK.A
0.00%Berkshire Hathaway Cl A
Shares15
Event2026-03-31
Filed2026-05-15
LYV
368.06%Live Nation
Shares68.6K
Event2026-03-31
Filed2026-05-15
NI
3.45%Nisource
Shares218.7K
Event2026-03-31
Filed2026-05-15
VMC
764.88%Vulcan Materials
Shares37.2K
Event2026-03-31
Filed2026-05-15
NEE
0.86%NextEra Energy
Shares103.8K
Event2026-03-31
Filed2026-05-15
Vanguard S&P 500 ETF
1.53%Vanguard S&P 500 ETF
Shares16.1K
Event2026-03-31
Filed2026-05-15
VRT
7.55%Vertiv Holdings Co
Shares37.4K
Event2026-03-31
Filed2026-05-15
CNI
-1.53%Canadian National Railway
Shares84.8K
Event2026-03-31
Filed2026-05-15
VWO
5.48%Vanguard FTSE Emerging Markets
Shares158.0K
Event2026-03-31
Filed2026-05-15
VO
2.23%Vanguard Mid Cap ETF
Shares29.6K
Event2026-03-31
Filed2026-05-15
EEM
95.01%iShares MSCI Emerg Mkts ETF
Shares142.8K
Event2026-03-31
Filed2026-05-15
EPD
-0.20%Enterprise Products LP
Shares213.2K
Event2026-03-31
Filed2026-05-15
VLTO
-12.94%Veralto Corporation
Shares90.4K
Event2026-03-31
Filed2026-05-15
IVE
0.01%iShares S&P 500 Value Index
Shares37.0K
Event2026-03-31
Filed2026-05-15
GS
-3.58%Goldman Sachs
Shares9.2K
Event2026-03-31
Filed2026-05-15
DIS
-10.01%Walt Disney
Shares78.5K
Event2026-03-31
Filed2026-05-15
UBER
-2.66%Uber Technologies Inc
Shares105.1K
Event2026-03-31
Filed2026-05-15
DHI
-6.81%D R Horton Inc
Shares53.2K
Event2026-03-31
Filed2026-05-15
VBR
-9.66%Vanguard Small Cap Value ETF
Shares33.5K
Event2026-03-31
Filed2026-05-15
WPM
-29.16%Wheaton Precious Metals Corp
Shares55.2K
Event2026-03-31
Filed2026-05-15
MMM
-1.56%3M Company
Shares49.5K
Event2026-03-31
Filed2026-05-15
GEHC
-1.17%GE Healthcare Technologies Inc
Shares96.7K
Event2026-03-31
Filed2026-05-15
APD
-3.71%Air Products & Chemicals Inc
Shares23.0K
Event2026-03-31
Filed2026-05-15
BA
-46.92%Boeing
Shares33.5K
Event2026-03-31
Filed2026-05-15
IEFA
-10.35%iShares Core MSCI EAFE ETF
Shares69.2K
Event2026-03-31
Filed2026-05-15
Blackstone Inc
-8.05%Blackstone Inc
Shares52.9K
Event2026-03-31
Filed2026-05-15
FAST
0.25%Fastenal Company
Shares126.9K
Event2026-03-31
Filed2026-05-15
NSC
-0.18%Norfolk Southern
Shares19.9K
Event2026-03-31
Filed2026-05-15
iShares Gold Trust
-4.17%iShares Gold Trust
Shares64.6K
Event2026-03-31
Filed2026-05-15
WM
-3.94%Waste Management
Shares24.6K
Event2026-03-31
Filed2026-05-15
UNH
-34.30%United Health Group
Shares20.6K
Event2026-03-31
Filed2026-05-15
SPGI
-19.31%S&P Global Inc
Shares12.9K
Event2026-03-31
Filed2026-05-15
iShares Core MSCI Emerging Mar
-11.37%iShares Core MSCI Emerging Mar
Shares78.3K
Event2026-03-31
Filed2026-05-15
GILD
-3.78%Gilead Sciences
Shares39.1K
Event2026-03-31
Filed2026-05-15
CCJ
1.19%Cameco Corporation
Shares49.7K
Event2026-03-31
Filed2026-05-15
MLM
NewMartin Marietta Materials Inc
Shares8.9K
Event2026-03-31
Filed2026-05-15
KEYS
-12.66%Keysight Technologies Inc
Shares18.0K
Event2026-03-31
Filed2026-05-15
CME
-0.51%CME Group Inc
Shares17.1K
Event2026-03-31
Filed2026-05-15
IJH
-1.25%iShares Core S&P MidCap ETF
Shares74.9K
Event2026-03-31
Filed2026-05-15
WFC
-2.74%Wells Fargo
Shares62.4K
Event2026-03-31
Filed2026-05-15
AMGN
-2.86%Amgen
Shares14.1K
Event2026-03-31
Filed2026-05-15
STT
-2.03%State Street
Shares39.1K
Event2026-03-31
Filed2026-05-15
MKC
-45.03%McCormick
Shares96.7K
Event2026-03-31
Filed2026-05-15
CIGNA Corp
-8.79%CIGNA Corp
Shares18.1K
Event2026-03-31
Filed2026-05-15
FTI
41.88%TechnipFMC PLC
Shares68.3K
Event2026-03-31
Filed2026-05-15
WY
-4.62%Weyerhaeuser
Shares181.8K
Event2026-03-31
Filed2026-05-15
White Mountains
-63.31%White Mountains
Shares2.0K
Event2026-03-31
Filed2026-05-15
HELO
-9.57%Jpmorgn Hedgd Eqty Lad Ovrly E
Shares68.1K
Event2026-03-31
Filed2026-05-15
CL
-0.05%Colgate-Palmolive
Shares50.9K
Event2026-03-31
Filed2026-05-15
VBK
-0.27%Vanguard Small Cap Growth
Shares14.3K
Event2026-03-31
Filed2026-05-15
FI
-17.76%Fiserv Inc
Shares76.3K
Event2026-03-31
Filed2026-05-15
EMR
-0.27%Emerson Electric
Shares31.9K
Event2026-03-31
Filed2026-05-15
QCOM
-12.36%Qualcomm
Shares31.7K
Event2026-03-31
Filed2026-05-15
TE Connectivity Plc
-2.77%TE Connectivity Plc
Shares19.3K
Event2026-03-31
Filed2026-05-15
GLW
-2.17%Corning
Shares29.2K
Event2026-03-31
Filed2026-05-15
PM
-0.37%Philip Morris International
Shares23.8K
Event2026-03-31
Filed2026-05-15
HWM
-66.42%Howmet Aerospace
Shares16.6K
Event2026-03-31
Filed2026-05-15
SPSM
-11.11%SPDR Portfolio Small Cap Etf
Shares76.6K
Event2026-03-31
Filed2026-05-15
OKE
-2.64%Oneok Inc
Shares40.8K
Event2026-03-31
Filed2026-05-15
TT
-21.44%Trane Technologies
Shares8.8K
Event2026-03-31
Filed2026-05-15
JCI
-1.88%Johnson Controls
Shares27.7K
Event2026-03-31
Filed2026-05-15
EFV
-14.96%iShares MSCI EAFE Value Index
Shares47.4K
Event2026-03-31
Filed2026-05-15
OTIS
-4.59%Otis Worldwide Corp
Shares45.5K
Event2026-03-31
Filed2026-05-15
PANW
-1.00%Palo Alto Networks Inc
Shares21.8K
Event2026-03-31
Filed2026-05-15
Accenture Plc Class A
-9.15%Accenture Plc Class A
Shares17.2K
Event2026-03-31
Filed2026-05-15
AMD
49.46%Advanced Micro Devices Inc
Shares16.5K
Event2026-03-31
Filed2026-05-15
SCHX
-26.98%Schwab US Large Cap ETF
Shares128.8K
Event2026-03-31
Filed2026-05-15
TDY
1.95%Teledyne Technologies
Shares5.4K
Event2026-03-31
Filed2026-05-15
VEU
0.47%Vanguard FTSE All-World Ex-US
Shares42.3K
Event2026-03-31
Filed2026-05-15
NOW
-43.19%ServiceNow Inc
Shares29.9K
Event2026-03-31
Filed2026-05-15
SBUX
-2.31%Starbucks
Shares34.8K
Event2026-03-31
Filed2026-05-15
XYL
1.64%Xylem Inc
Shares26.0K
Event2026-03-31
Filed2026-05-15
CRM
-58.08%Salesforce.com Inc
Shares16.6K
Event2026-03-31
Filed2026-05-15
FANG
NewDiamondback Energy Inc
Shares15.6K
Event2026-03-31
Filed2026-05-15
KVUE
-7.32%Kenvue Inc.
Shares175.4K
Event2026-03-31
Filed2026-05-15
Crown Castle Inc
-8.40%Crown Castle Inc
Shares36.9K
Event2026-03-31
Filed2026-05-15
ADBE
-77.69%Adobe Inc
Shares12.3K
Event2026-03-31
Filed2026-05-15
ASML
0.31%ASML Holding NV NY Registry Sh
Shares2.2K
Event2026-03-31
Filed2026-05-15
MS
0.99%Morgan Stanley
Shares17.6K
Event2026-03-31
Filed2026-05-15
VGT
0.25%Vanguard Information Techology
Shares4.0K
Event2026-03-31
Filed2026-05-15
NFLX
25.64%Netflix
Shares28.6K
Event2026-03-31
Filed2026-05-15
JEPI
-21.88%JPMorgan Equity Premium Income
Shares47.9K
Event2026-03-31
Filed2026-05-15
NVS
-2.49%Novartis A G ADR
Shares17.6K
Event2026-03-31
Filed2026-05-15
General Dynamics
-2.32%General Dynamics
Shares7.8K
Event2026-03-31
Filed2026-05-15
XLF
-0.12%Financial Select Sectors SPDR
Shares54.2K
Event2026-03-31
Filed2026-05-15
ACWX
159.39%iShares Msci Acwi Ex Us Etf
Shares38.9K
Event2026-03-31
Filed2026-05-15
FDX
-5.66%FedEx Corporation
Shares7.4K
Event2026-03-31
Filed2026-05-15
VONV
-0.50%Vanguard Russell 1000 Value ET
Shares28.0K
Event2026-03-31
Filed2026-05-15
TPR
-0.21%Tapestry Inc
Shares18.0K
Event2026-03-31
Filed2026-05-15
BlackRock Inc
0.51%BlackRock Inc
Shares2.6K
Event2026-03-31
Filed2026-05-15
VZ
0.35%Verizon
Shares49.0K
Event2026-03-31
Filed2026-05-15
ROST
-17.97%Ross Stores
Shares11.3K
Event2026-03-31
Filed2026-05-15
SITM
NewSiTime Corp
Shares7.0K
Event2026-03-31
Filed2026-05-15
EFX
400.88%Equifax
Shares13.1K
Event2026-03-31
Filed2026-05-15
BMY
0.80%Bristol-Myers Squibb
Shares38.8K
Event2026-03-31
Filed2026-05-15
APG
-44.97%APi Group Corporation
Shares56.7K
Event2026-03-31
Filed2026-05-15
CATH
2.33%Global X S&P 500 Catholic Valu
Shares29.0K
Event2026-03-31
Filed2026-05-15
IJR
-1.92%iShares Core S&P 600 Small Cap
Shares18.2K
Event2026-03-31
Filed2026-05-15
Medtronic PLC
-1.19%Medtronic PLC
Shares26.1K
Event2026-03-31
Filed2026-05-15
SCHD
40.12%Schwab US Dvd Equity
Shares73.7K
Event2026-03-31
Filed2026-05-15
CSX
0.00%CSX
Shares54.3K
Event2026-03-31
Filed2026-05-15
EOG
-1.07%EOG Resources
Shares15.2K
Event2026-03-31
Filed2026-05-15
SYY
-14.90%Sysco
Shares30.5K
Event2026-03-31
Filed2026-05-15
MTB
-0.35%M&T Bank
Shares10.5K
Event2026-03-31
Filed2026-05-15
AFL
-2.12%AFLAC
Shares19.4K
Event2026-03-31
Filed2026-05-15
AMP
-0.25%Ameriprise Financial
Shares4.7K
Event2026-03-31
Filed2026-05-15
Duke Energy
0.18%Duke Energy
Shares16.1K
Event2026-03-31
Filed2026-05-15
CVS
-2.65%CVS Health Corp
Shares28.9K
Event2026-03-31
Filed2026-05-15
LH
0.00%Labcorp Holdings Inc
Shares7.8K
Event2026-03-31
Filed2026-05-15
LSCC
-18.89%Lattice Semiconductor
Shares21.9K
Event2026-03-31
Filed2026-05-15
TECH
-80.51%Bio-Techne Corp
Shares38.2K
Event2026-03-31
Filed2026-05-15
FSLR
-7.40%First Solar Inc
Shares10.1K
Event2026-03-31
Filed2026-05-15
ITW
-5.25%Illinois Tool Works
Shares7.6K
Event2026-03-31
Filed2026-05-15
MO
-5.60%Altria Group Inc
Shares30.0K
Event2026-03-31
Filed2026-05-15
USB
-1.86%US Bancorp
Shares38.1K
Event2026-03-31
Filed2026-05-15
XLK
6.50%Select Sector S&P Technology I
Shares14.5K
Event2026-03-31
Filed2026-05-15
FTV
-8.65%Fortive Corp
Shares34.4K
Event2026-03-31
Filed2026-05-15
SNPS
-94.18%Synopsys Inc
Shares4.7K
Event2026-03-31
Filed2026-05-15
Alerian MLP
22.45%Alerian MLP
Shares35.1K
Event2026-03-31
Filed2026-05-15
IVW
-0.74%iShares S&P 500 Growth Index F
Shares16.2K
Event2026-03-31
Filed2026-05-15
MTD
-11.78%Mettler-Toledo International
Shares1.4K
Event2026-03-31
Filed2026-05-15
VYM
-14.19%Vanguard High Dvd Yield ETF
Shares12.1K
Event2026-03-31
Filed2026-05-15
D
-2.71%Dominion Energy
Shares28.7K
Event2026-03-31
Filed2026-05-15
FCX
2.39%Freeport McMoRan
Shares29.9K
Event2026-03-31
Filed2026-05-15
TPL
-28.62%Texas Pacific Land
Shares3.7K
Event2026-03-31
Filed2026-05-15
LHX
-6.82%L3Harris Technologies Inc
Shares5.0K
Event2026-03-31
Filed2026-05-15
IWP
-2.40%iShares Russell Midcap Growth
Shares13.5K
Event2026-03-31
Filed2026-05-15
KMB
-6.18%Kimberly-Clark
Shares17.9K
Event2026-03-31
Filed2026-05-15
NVO
0.58%Novo Nordisk A/S ADR
Shares47.0K
Event2026-03-31
Filed2026-05-15
Barrick Mining Corp
1.00%Barrick Mining Corp
Shares41.9K
Event2026-03-31
Filed2026-05-15
SPMD
-11.59%SPDR Portfolio S&P 400 Mid Cap
Shares28.4K
Event2026-03-31
Filed2026-05-15
HSY
-8.23%Hershey Co
Shares8.1K
Event2026-03-31
Filed2026-05-15
WASH
-2.44%Washington Trust
Shares49.6K
Event2026-03-31
Filed2026-05-15
SCHM
-19.94%Schwab US Mid-Cap ETF
Shares53.0K
Event2026-03-31
Filed2026-05-15
TGT
-3.09%Target
Shares13.4K
Event2026-03-31
Filed2026-05-15
FROG
0.00%JFrog Ltd
Shares34.1K
Event2026-03-31
Filed2026-05-15
MDY
-1.14%SPDR S&P 400 ETF Trust
Shares2.6K
Event2026-03-31
Filed2026-05-15
DIA
0.06%Diamonds Trust Ser 1
Shares3.4K
Event2026-03-31
Filed2026-05-15
ORLY
5.04%O'Reilly Automotive
Shares17.1K
Event2026-03-31
Filed2026-05-15
CMI
0.00%Cummins Inc
Shares2.9K
Event2026-03-31
Filed2026-05-15
MAR
-0.11%Marriott International
Shares4.7K
Event2026-03-31
Filed2026-05-15
IBB
0.00%iShares Nasdaq Biotechnology I
Shares9.2K
Event2026-03-31
Filed2026-05-15
WAT
17.62%Waters Corp
Shares5.1K
Event2026-03-31
Filed2026-05-15
BKNG
-3.22%Booking Holdings Inc
Shares361
Event2026-03-31
Filed2026-05-15
INTC
0.17%Intel
Shares33.5K
Event2026-03-31
Filed2026-05-15
UPS
6.74%United Parcel Service Class B
Shares14.9K
Event2026-03-31
Filed2026-05-15
MPC
0.00%Marathon Petroleum Corporation
Shares5.9K
Event2026-03-31
Filed2026-05-15
IWS
6.63%iShares Russell Midcap Value I
Shares9.9K
Event2026-03-31
Filed2026-05-15
FBCG
-3.04%Fidelity Blue Chip Growth ETF
Shares28.6K
Event2026-03-31
Filed2026-05-15
IWD
-1.66%iShares Russell 1000 Value Ind
Shares6.5K
Event2026-03-31
Filed2026-05-15
T
3.57%AT & T
Shares47.6K
Event2026-03-31
Filed2026-05-15
PAYX
77.26%Paychex
Shares14.6K
Event2026-03-31
Filed2026-05-15
TSLA
-5.25%Tesla Inc
Shares3.6K
Event2026-03-31
Filed2026-05-15
ES
30.37%Eversource Energy
Shares18.9K
Event2026-03-31
Filed2026-05-15
MDB
NewMongodb Inc
Shares5.3K
Event2026-03-31
Filed2026-05-15
BDX
-9.95%Becton Dickinson
Shares8.2K
Event2026-03-31
Filed2026-05-15
PHYS
0.00%Sprott Physical Gold Trust
Shares35.1K
Event2026-03-31
Filed2026-05-15
GWW
-10.85%Grainger W W
Shares1.1K
Event2026-03-31
Filed2026-05-15
RSG
0.82%Republic Services
Shares5.6K
Event2026-03-31
Filed2026-05-15
XLE
0.00%Energy Select Sector SPDR
Shares20.0K
Event2026-03-31
Filed2026-05-15
DVY
-1.01%iShares DJ Select Dividend Ind
Shares8.0K
Event2026-03-31
Filed2026-05-15
YUM
-0.28%Yum Brands Inc
Shares7.8K
Event2026-03-31
Filed2026-05-15
PSX
-2.72%Phillips 66
Shares6.6K
Event2026-03-31
Filed2026-05-15
CHD
-1.31%Church & Dwight
Shares12.9K
Event2026-03-31
Filed2026-05-15
CPSF
NewCalamos S&P 500 Structured Alt
Shares46.1K
Event2026-03-31
Filed2026-05-15
XLI
0.34%Sector SPDR Indl Select of Ben
Shares7.3K
Event2026-03-31
Filed2026-05-15
BXMT
0.50%Blackstone Mortgage Tru-Cl A
Shares60.8K
Event2026-03-31
Filed2026-05-15
HAS
-10.04%Hasbro Inc.
Shares12.2K
Event2026-03-31
Filed2026-05-15
SPYX
-0.33%SPDR S&P Fossil Fuel Reserve E
Shares21.5K
Event2026-03-31
Filed2026-05-15
AMT
-10.84%Amer Tower Cl A
Shares6.6K
Event2026-03-31
Filed2026-05-15
EW
-0.07%Edwards Lifesciences
Shares14.2K
Event2026-03-31
Filed2026-05-15
BABA
5.32%Alibaba Group Holding-SP ADR
Shares9.0K
Event2026-03-31
Filed2026-05-15
OXY
-8.50%Occidental Petroleum
Shares17.1K
Event2026-03-31
Filed2026-05-15
EFAX
0.00%MSCI EAFE Fossil Fuel Free ETF
Shares22.1K
Event2026-03-31
Filed2026-05-15
SPOT
-0.87%Spotify Technology
Shares2.3K
Event2026-03-31
Filed2026-05-15
PNC
14.26%PNC Financial
Shares5.2K
Event2026-03-31
Filed2026-05-15
KKR & Co Inc
-13.47%KKR & Co Inc
Shares11.3K
Event2026-03-31
Filed2026-05-15
IGM
0.00%Ishares S&P NA Technology Sect
Shares8.6K
Event2026-03-31
Filed2026-05-15
TKR
NewTimken
Shares10.0K
Event2026-03-31
Filed2026-05-15
Solstice Advanced Materials In
-28.45%Solstice Advanced Materials In
Shares13.2K
Event2026-03-31
Filed2026-05-15
JSML
37.65%Janus Henderson Small Cap Grow
Shares14.2K
Event2026-03-31
Filed2026-05-15
SHEL
-6.71%Shell Plc ADR
Shares10.5K
Event2026-03-31
Filed2026-05-15
CMCSA
8.64%Comcast Cl A
Shares34.0K
Event2026-03-31
Filed2026-05-15
SO
-0.44%Southern Co
Shares10.1K
Event2026-03-31
Filed2026-05-15
KLIC
-24.45%Kulicke and Soffa Industries
Shares14.7K
Event2026-03-31
Filed2026-05-15
TSCO
0.00%Tractor Supply Company
Shares21.3K
Event2026-03-31
Filed2026-05-15
AWK
-3.12%American Water Works Company I
Shares7.0K
Event2026-03-31
Filed2026-05-15
Bunge Global SA
-10.94%Bunge Global SA
Shares7.4K
Event2026-03-31
Filed2026-05-15
NDSN
0.00%Nordson Corp
Shares3.5K
Event2026-03-31
Filed2026-05-15
SDY
0.00%SPDR S&P Dividend ETF
Shares6.4K
Event2026-03-31
Filed2026-05-15
FENI
27.69%Fidelity Enhanced Intl ETF
Shares25.0K
Event2026-03-31
Filed2026-05-15
EWBC
-5.41%East West Bancorp
Shares8.7K
Event2026-03-31
Filed2026-05-15
Chewy Inc. Class A
16.68%Chewy Inc. Class A
Shares34.1K
Event2026-03-31
Filed2026-05-15
XLY
-1.05%Select Sector S&P Consumer Ind
Shares8.4K
Event2026-03-31
Filed2026-05-15
NKE
-11.81%Nike Inc Class B
Shares17.1K
Event2026-03-31
Filed2026-05-15
ABNB
-0.65%Airbnb Inc
Shares7.0K
Event2026-03-31
Filed2026-05-15
KEY
-0.05%KeyCorp
Shares44.2K
Event2026-03-31
Filed2026-05-15
SPG
2.48%Simon Property Group
Shares4.7K
Event2026-03-31
Filed2026-05-15
GUNR
0.00%Flexshares Global Upstream
Shares15.8K
Event2026-03-31
Filed2026-05-15
PHM
0.00%Pultegroup Inc.
Shares7.4K
Event2026-03-31
Filed2026-05-15
Citigroup
-9.86%Citigroup
Shares7.6K
Event2026-03-31
Filed2026-05-15
COPP
NewSpott Copper Miners ETF
Shares23.4K
Event2026-03-31
Filed2026-05-15
TROW
-32.90%Price T Rowe Group Inc
Shares9.1K
Event2026-03-31
Filed2026-05-15
TCHP
-2.75%T. Rowe Price Blue Chip Growth
Shares18.6K
Event2026-03-31
Filed2026-05-15
EQIX
0.00%Equinix Inc
Shares837
Event2026-03-31
Filed2026-05-15
HCA
-2.96%HCA Holdings Inc
Shares1.7K
Event2026-03-31
Filed2026-05-15
CASY
-5.16%Caseys General Stores
Shares1.1K
Event2026-03-31
Filed2026-05-15
VRSK
0.57%Verisk Analytics Inc
Shares4.2K
Event2026-03-31
Filed2026-05-15
JEPQ
-7.51%JP Morgan Nasdaq Eqt Prm Inc E
Shares14.4K
Event2026-03-31
Filed2026-05-15
AXGN
-61.44%Axogen Inc
Shares24.0K
Event2026-03-31
Filed2026-05-15
CSGS
-8.68%CSG Systems Intl Inc
Shares9.9K
Event2026-03-31
Filed2026-05-15
GIS
-4.76%General Mills
Shares21.0K
Event2026-03-31
Filed2026-05-15
EFG
-16.18%iShares TR MSCI EAFE Growth In
Shares7.0K
Event2026-03-31
Filed2026-05-15
PRVA
0.46%Privia Health Group
Shares37.9K
Event2026-03-31
Filed2026-05-15
ESGV
-15.58%Vanguard ESG US Stock ETF
Shares6.8K
Event2026-03-31
Filed2026-05-15
LAM Research Corp
3.73%LAM Research Corp
Shares3.4K
Event2026-03-31
Filed2026-05-15
WEC Energy Group Inc
-12.81%WEC Energy Group Inc
Shares6.3K
Event2026-03-31
Filed2026-05-15
RJF
-10.23%Raymond James Financial Inc
Shares5.0K
Event2026-03-31
Filed2026-05-15
MPLX
0.00%Mplx Lp
Shares12.7K
Event2026-03-31
Filed2026-05-15
IWO
0.00%iShares TR Russell 2000 Growth
Shares2.3K
Event2026-03-31
Filed2026-05-15
EME
-11.49%Emcorp Group Inc
Shares971
Event2026-03-31
Filed2026-05-15
Astrazeneca PLC Sponsored ADR
NewAstrazeneca PLC Sponsored ADR
Shares3.6K
Event2026-03-31
Filed2026-05-15
ODFL
2.56%Old Dominion Freight
Shares3.6K
Event2026-03-31
Filed2026-05-15
WMB
0.00%Williams Cos
Shares9.8K
Event2026-03-31
Filed2026-05-15
Qnity Electronics Inc
-5.70%Qnity Electronics Inc
Shares6.0K
Event2026-03-31
Filed2026-05-15
IJT
-0.17%iShares S&P SmallCap 600 Growt
Shares4.8K
Event2026-03-31
Filed2026-05-15
SCHF
0.76%Schwab International Equity ET
Shares28.0K
Event2026-03-31
Filed2026-05-15
LDOS
19.51%Leidos Holdings Inc
Shares4.5K
Event2026-03-31
Filed2026-05-15
CTVA
-4.90%Corteva Inc
Shares8.3K
Event2026-03-31
Filed2026-05-15
KLAC
-0.43%Kla Corp
Shares467
Event2026-03-31
Filed2026-05-15
FOUR
-29.71%Shift4 Payments Inc Cl A
Shares14.9K
Event2026-03-31
Filed2026-05-15
MU
-6.59%Micron Technology
Shares1.9K
Event2026-03-31
Filed2026-05-15
APAM
29.61%Artisan Partners Asset Ma -A
Shares17.9K
Event2026-03-31
Filed2026-05-15
SLB
2.24%SLB
Shares12.6K
Event2026-03-31
Filed2026-05-15
PYPL
-36.01%PayPal Holdings
Shares14.3K
Event2026-03-31
Filed2026-05-15
PGR
-18.42%Progressive
Shares3.2K
Event2026-03-31
Filed2026-05-15
ALC
-39.18%Alcon Inc
Shares8.5K
Event2026-03-31
Filed2026-05-15
NTRS
-0.11%Northern Trust Corp
Shares4.6K
Event2026-03-31
Filed2026-05-15
ULTA
-0.08%Ulta Salon Cosmetics and Fragr
Shares1.2K
Event2026-03-31
Filed2026-05-15
VTV
-0.52%Vanguard Value ETF
Shares3.3K
Event2026-03-31
Filed2026-05-15
Palantir Technologies
0.74%Palantir Technologies
Shares4.4K
Event2026-03-31
Filed2026-05-15
PEG
0.00%Public Service Enterprise
Shares7.9K
Event2026-03-31
Filed2026-05-15
EWJ
-12.59%ishares MSCI Japanese Index Fu
Shares7.6K
Event2026-03-31
Filed2026-05-15
XEL
-0.01%XCEL Energy
Shares8.0K
Event2026-03-31
Filed2026-05-15
GSK Plc
-9.31%GSK Plc
Shares11.5K
Event2026-03-31
Filed2026-05-15
ESGD
2.24%iShares Trust iShares ESG Aw
Shares6.6K
Event2026-03-31
Filed2026-05-15
VUG
-3.35%Vanguard Growth ETF
Shares1.4K
Event2026-03-31
Filed2026-05-15
VRTX
-2.50%Vertex Pharmaceuticals Inc
Shares1.4K
Event2026-03-31
Filed2026-05-15
WRB
0.00%WR Berkley Corporation
Shares9.3K
Event2026-03-31
Filed2026-05-15
DuPont De Nemours Inc
-0.07%DuPont De Nemours Inc
Shares13.5K
Event2026-03-31
Filed2026-05-15
OEF
0.00%iShares Tr S&P 100 Index
Shares1.9K
Event2026-03-31
Filed2026-05-15
OSK
-3.26%Oshkosh Corporation
Shares4.1K
Event2026-03-31
Filed2026-05-15
DKS
NewDicks Sporting Goods Inc
Shares3.0K
Event2026-03-31
Filed2026-05-15
XLV
7.45%Select Sector S&P Health Care
Shares4.1K
Event2026-03-31
Filed2026-05-15
BR
0.00%Broadridge Financial Solutions
Shares3.7K
Event2026-03-31
Filed2026-05-15
NEM
NewNewmont Mng
Shares5.4K
Event2026-03-31
Filed2026-05-15
NDAQ
-2.89%Nasdaq Inc
Shares6.9K
Event2026-03-31
Filed2026-05-15
AJG
-79.04%Arthur J Gallagher
Shares2.7K
Event2026-03-31
Filed2026-05-15
IYF
0.00%iShares Dow Jones US Financial
Shares4.9K
Event2026-03-31
Filed2026-05-15
J
-2.40%Jacobs Solutions Inc
Shares4.6K
Event2026-03-31
Filed2026-05-15
ALK
7.33%Alaska Air
Shares15.7K
Event2026-03-31
Filed2026-05-15
IYW
-2.52%iShares Dow Jones US Technolog
Shares3.2K
Event2026-03-31
Filed2026-05-15
HSIC
-2.51%Henry Schein
Shares7.8K
Event2026-03-31
Filed2026-05-15
WPC
-3.39%WP Carey Inc
Shares8.4K
Event2026-03-31
Filed2026-05-15
ZBH
-0.26%Zimmer Biomet Holdings Inc
Shares6.3K
Event2026-03-31
Filed2026-05-15
ALL
-2.04%Allstate
Shares2.6K
Event2026-03-31
Filed2026-05-15
MSCI
-0.20%MSCI Inc
Shares1.0K
Event2026-03-31
Filed2026-05-15
ROP
-2.36%Roper Industries Inc
Shares1.5K
Event2026-03-31
Filed2026-05-15
PPG
-3.82%PPG Industries
Shares5.0K
Event2026-03-31
Filed2026-05-15
XVV
1.39%Ishares ESG Select Screened S&
Shares10.9K
Event2026-03-31
Filed2026-05-15
LPTH
NewLightPath Technologies,
Shares53.3K
Event2026-03-31
Filed2026-05-15
SLV
-17.78%iShares Silver Trust
Shares7.8K
Event2026-03-31
Filed2026-05-15
ARCC
-32.40%Ares Capital Corporation
Shares29.4K
Event2026-03-31
Filed2026-05-15
IJJ
0.00%iShares S&P MidCap 400 Value I
Shares4.0K
Event2026-03-31
Filed2026-05-15
EBAY
-25.03%Ebay
Shares5.7K
Event2026-03-31
Filed2026-05-15
XRAY
-26.42%Dentsply Sirona Inc
Shares44.2K
Event2026-03-31
Filed2026-05-15
MORN
-0.70%Morningstar Inc
Shares3.0K
Event2026-03-31
Filed2026-05-15
AGCO
4.05%Agco Corp
Shares4.3K
Event2026-03-31
Filed2026-05-15
NUE
0.00%Nucor
Shares2.9K
Event2026-03-31
Filed2026-05-15
Aptiv Plc
-12.42%Aptiv Plc
Shares7.2K
Event2026-03-31
Filed2026-05-15
OHI
-6.75%Omega Healthcare
Shares11.3K
Event2026-03-31
Filed2026-05-15
NXT
-44.29%Nextracker Inc Class A
Shares4.1K
Event2026-03-31
Filed2026-05-15
IUSV
0.00%iShares Core S&P U.S. Value
Shares4.7K
Event2026-03-31
Filed2026-05-15
JBHT
-6.70%Hunt JB Transport Services
Shares2.3K
Event2026-03-31
Filed2026-05-15
NRG
-15.75%NRG Energy Inc
Shares3.2K
Event2026-03-31
Filed2026-05-15
DELL
0.00%Dell Technologies - C
Shares2.8K
Event2026-03-31
Filed2026-05-15
ADM
0.00%Archer-Daniels-Midland
Shares6.4K
Event2026-03-31
Filed2026-05-15
TMSL
65.87%T. Rowe Price Small Mid Cap ET
Shares12.7K
Event2026-03-31
Filed2026-05-15
GGG
0.00%Graco Inc
Shares5.5K
Event2026-03-31
Filed2026-05-15
CFR
-31.55%Cullen/Frost Bankers
Shares3.4K
Event2026-03-31
Filed2026-05-15
IP
0.00%International Paper
Shares12.9K
Event2026-03-31
Filed2026-05-15
OVV
-36.86%Ovintiv Inc
Shares7.7K
Event2026-03-31
Filed2026-05-15
SCHA
0.54%Schwab US Small-Cap ETF
Shares15.6K
Event2026-03-31
Filed2026-05-15
DOV
-6.49%Dover Corp
Shares2.2K
Event2026-03-31
Filed2026-05-15
CLH
0.00%Clean Harbors
Shares1.5K
Event2026-03-31
Filed2026-05-15
SUSA
0.00%iShares MSCI USA ESG Select
Shares3.4K
Event2026-03-31
Filed2026-05-15
INGR
54.09%Ingredion Incorporated
Shares3.9K
Event2026-03-31
Filed2026-05-15
HPE
-0.66%Hewlett Packard Enterprise Co
Shares18.0K
Event2026-03-31
Filed2026-05-15
HEI
35.13%Heico Corp
Shares1.6K
Event2026-03-31
Filed2026-05-15
MCHP
0.00%Microchip Technology
Shares6.5K
Event2026-03-31
Filed2026-05-15
Opera Ltd. ADRs
35.32%Opera Ltd. ADRs
Shares29.1K
Event2026-03-31
Filed2026-05-15
SOLV
-0.39%Solventum Corporation
Shares6.4K
Event2026-03-31
Filed2026-05-15
FTCS
0.00%First Trust Capital Strength
Shares4.5K
Event2026-03-31
Filed2026-05-15
XJH
1.10%Ishares ESG Sel Scr S&P Md Cp
Shares9.0K
Event2026-03-31
Filed2026-05-15
VXUS
-1.25%Vanguard Total Intl Stock
Shares5.3K
Event2026-03-31
Filed2026-05-15
Cencora Inc
-0.23%Cencora Inc
Shares1.3K
Event2026-03-31
Filed2026-05-15
VT
0.03%Vanguard Total World Stock
Shares2.9K
Event2026-03-31
Filed2026-05-15
ZIM
-34.89%ZIM Integrated Shipping Servie
Shares15.3K
Event2026-03-31
Filed2026-05-15
ALNY
71.61%Alnylam Pharmaceuticals
Shares1.2K
Event2026-03-31
Filed2026-05-15
AVAV
0.00%AeroVironment Inc
Shares2.2K
Event2026-03-31
Filed2026-05-15
EMN
-1.18%Eastman Chemical
Shares5.2K
Event2026-03-31
Filed2026-05-15
IJK
18.20%iShares S&P Midcap 400 Growth
Shares3.9K
Event2026-03-31
Filed2026-05-15
NBTB
0.00%N B T Bankcorp Inc
Shares9.0K
Event2026-03-31
Filed2026-05-15
EPAM
4.69%Epam Systems Inc.
Shares2.8K
Event2026-03-31
Filed2026-05-15
IYR
0.00%iShares US Real Estate ETF
Shares4.0K
Event2026-03-31
Filed2026-05-15
TDG
9.40%Transdigm Group Inc
Shares326
Event2026-03-31
Filed2026-05-15
SCHW
-9.65%The Charles Schwab Corp
Shares3.9K
Event2026-03-31
Filed2026-05-15
Celestica Inc
0.38%Celestica Inc
Shares1.3K
Event2026-03-31
Filed2026-05-15
PBT
-48.50%Permian Basin Royalty Trust
Shares17.1K
Event2026-03-31
Filed2026-05-15
MCO
-0.24%Moody's Corp
Shares840
Event2026-03-31
Filed2026-05-15
IR
-0.33%Ingersoll Rand Inc
Shares4.5K
Event2026-03-31
Filed2026-05-15
AEP
-0.36%American Electric Power
Shares2.7K
Event2026-03-31
Filed2026-05-15
CTRA
-0.15%Coterra Energy Inc
Shares10.1K
Event2026-03-31
Filed2026-05-15
ESGE
6.63%Ishares ESG Aware Msci Em ETF
Shares7.7K
Event2026-03-31
Filed2026-05-15
MCK
16.18%McKesson
Shares402
Event2026-03-31
Filed2026-05-15
REGN
-1.11%Regeneron Pharmaceuticals Inc
Shares447
Event2026-03-31
Filed2026-05-15
PLD
-0.92%Prologis Inc
Shares2.6K
Event2026-03-31
Filed2026-05-15
RRC
-97.67%Range Resources Corp
Shares7.4K
Event2026-03-31
Filed2026-05-15
CHKP
-32.13%Check Point Software
Shares2.3K
Event2026-03-31
Filed2026-05-15
HP Inc
-3.64%HP Inc
Shares17.4K
Event2026-03-31
Filed2026-05-15
VLO
-0.37%Valero Energy
Shares1.4K
Event2026-03-31
Filed2026-05-15
STRL
-28.55%Sterling Construction Co Inc
Shares816
Event2026-03-31
Filed2026-05-15
GPN
-7.91%Global Payments Inc
Shares4.9K
Event2026-03-31
Filed2026-05-15
VNQ
0.00%Vanguard REIT Index ETF
Shares3.6K
Event2026-03-31
Filed2026-05-15
RPM
-3.02%RPM International Inc
Shares3.2K
Event2026-03-31
Filed2026-05-15
TM
-0.26%Toyota Motor
Shares1.5K
Event2026-03-31
Filed2026-05-15
SCHC
0.36%Schwab International Small Cap
Shares6.8K
Event2026-03-31
Filed2026-05-15
BALL
-22.24%Ball Corp
Shares5.3K
Event2026-03-31
Filed2026-05-15
iShares MSCI India ETF
-7.02%iShares MSCI India ETF
Shares6.6K
Event2026-03-31
Filed2026-05-15
Invesco S&P 500 Pure Growth
0.00%Invesco S&P 500 Pure Growth
Shares6.6K
Event2026-03-31
Filed2026-05-15
IXJ
0.00%iShares S&P Global Healthcare
Shares3.3K
Event2026-03-31
Filed2026-05-15
MFC
-19.15%Manulife Financial
Shares8.9K
Event2026-03-31
Filed2026-05-15
CTSH
-22.44%Cognizant Technology Solutions
Shares5.0K
Event2026-03-31
Filed2026-05-15
Canadian Pacific Kansas City L
0.00%Canadian Pacific Kansas City L
Shares3.8K
Event2026-03-31
Filed2026-05-15
PNW
-14.09%Pinnacle West Capital Corp
Shares3.0K
Event2026-03-31
Filed2026-05-15
WBS
0.00%Webster Financial
Shares4.3K
Event2026-03-31
Filed2026-05-15
DGX
1.69%Quest Diagnostics
Shares1.5K
Event2026-03-31
Filed2026-05-15
RAL
-12.19%Ralliant Corporation
Shares7.0K
Event2026-03-31
Filed2026-05-15
SPDR MSCI Emerging Mkts Fossil
0.00%SPDR MSCI Emerging Mkts Fossil
Shares6.5K
Event2026-03-31
Filed2026-05-15
Arista Networks Inc.
-7.58%Arista Networks Inc.
Shares2.4K
Event2026-03-31
Filed2026-05-15
BNL
0.00%Broadstone Net Lease Inc
Shares15.7K
Event2026-03-31
Filed2026-05-15
MSI
4.78%Motorola Solutions Inc
Shares657
Event2026-03-31
Filed2026-05-15
LNC
0.00%Lincoln National
Shares8.0K
Event2026-03-31
Filed2026-05-15
CROX
-1.25%CROCS Inc
Shares3.4K
Event2026-03-31
Filed2026-05-15
ILMN
-2.74%Illumina Inc
Shares2.3K
Event2026-03-31
Filed2026-05-15
FTAI Aviation Ltd
-17.72%FTAI Aviation Ltd
Shares1.1K
Event2026-03-31
Filed2026-05-15
GPC
-7.05%Genuine Parts
Shares2.6K
Event2026-03-31
Filed2026-05-15
CINF
0.00%Cincinnati Financial Corp
Shares1.8K
Event2026-03-31
Filed2026-05-15
L
0.00%Loews Corp
Shares2.6K
Event2026-03-31
Filed2026-05-15
SJM
0.00%Smucker
Shares2.8K
Event2026-03-31
Filed2026-05-15
IWN
9.97%iShares Russell 2000 Value Ind
Shares1.4K
Event2026-03-31
Filed2026-05-15
Unilever Plc Sponsored ADR
-2.76%Unilever Plc Sponsored ADR
Shares4.8K
Event2026-03-31
Filed2026-05-15
NVT
-1.64%Nvent Electric Plc
Shares2.3K
Event2026-03-31
Filed2026-05-15
DAL
-19.59%Delta Airlines
Shares4.1K
Event2026-03-31
Filed2026-05-15
EGP
0.00%EastGroup Properties Inc REIT
Shares1.5K
Event2026-03-31
Filed2026-05-15
ET
0.00%Energy Transfer LP
Shares13.9K
Event2026-03-31
Filed2026-05-15
AEE
-0.42%Ameren Corp
Shares2.4K
Event2026-03-31
Filed2026-05-15
BN
0.00%Brookfield Corporation
Shares6.5K
Event2026-03-31
Filed2026-05-15
F
-0.46%Ford Motor
Shares22.7K
Event2026-03-31
Filed2026-05-15
CLPT
0.00%ClearPoint Neuro
Shares28.7K
Event2026-03-31
Filed2026-05-15
XYZ
-4.46%Block Inc Class A
Shares4.3K
Event2026-03-31
Filed2026-05-15
VVV
0.00%Valvoline Inc
Shares7.7K
Event2026-03-31
Filed2026-05-15
VV
0.00%Vanguard Large Cap ETF
Shares857
Event2026-03-31
Filed2026-05-15
ROK
5.69%Rockwell Automation Inc
Shares706
Event2026-03-31
Filed2026-05-15
TXT
0.00%Textron
Shares2.9K
Event2026-03-31
Filed2026-05-15
Stanley Black & Decker Inc
0.00%Stanley Black & Decker Inc
Shares3.5K
Event2026-03-31
Filed2026-05-15
IJS
-12.87%iShares S&P SmallCap 600 Value
Shares2.1K
Event2026-03-31
Filed2026-05-15
FICO
-2.92%Fair Isaac Corp
Shares233
Event2026-03-31
Filed2026-05-15
PRU
-0.97%Prudential Financial Inc
Shares2.5K
Event2026-03-31
Filed2026-05-15
ARKW
0.00%ARK Next Generation Internet E
Shares2.1K
Event2026-03-31
Filed2026-05-15
WES
0.00%Western Midstream Partners LP
Shares6.0K
Event2026-03-31
Filed2026-05-15
XLP
0.00%Sector SPDR TR Con Stpls of Be
Shares3.0K
Event2026-03-31
Filed2026-05-15
SII
NewSprott Inc
Shares1.7K
Event2026-03-31
Filed2026-05-15
FELG
6.25%Fidelity Enhanced Large Cap ET
Shares6.5K
Event2026-03-31
Filed2026-05-15
CW
NewCurtiss-Wright Corp
Shares357
Event2026-03-31
Filed2026-05-15
ED
0.00%Consolidated Edison
Shares2.1K
Event2026-03-31
Filed2026-05-15
ADSK
-35.85%Autodesk
Shares986
Event2026-03-31
Filed2026-05-15
GATX
0.00%GATX Corp
Shares1.4K
Event2026-03-31
Filed2026-05-15
DGRO
-15.45%iShares Core Dividend Growth
Shares3.3K
Event2026-03-31
Filed2026-05-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available