Sponsored

The Analysis of BRAUN STACEY ASSOCIATES INC's Holdings & P&L

Currently, BRAUN STACEY ASSOCIATES INC holds 113 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in N/A (+132.7K shares, valued at $35.4M), C (+237.0K shares, valued at $33.2M), RL (+66.6K shares, valued at $26.7M); decreased their positions in MU (-47.3K shares, valued at $54.6M), WDC (-52.5K shares, valued at $33.6M), CL (-170.3K shares, valued at $15.6M); initiated new positions in N/A (+132.7K shares, valued at $35.4M), C (+237.0K shares, valued at $33.2M), RL (+66.6K shares, valued at $26.7M).

1M P&L

-52.5M-1.91%

3M P&L

+129.9M+5.05%

HY P&L

+401.0M+17.42%

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

1Semiconductors425.0M

15.2%

2Consumer Electronics192.4M

6.9%

3Internet Content & Information174.5M

6.2%

Top Industries by Stock Count

1N/A9 stocks

10.1%

2Semiconductors5 stocks

5.6%

3Drug Manufacturers - General5 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.1M shares-0.20%2026-06-302026-08-05

AAPL APPLE INC664.9K shares1.90%2026-06-302026-08-05

MSFT MICROSOFT CORP340.5K shares-0.24%2026-06-302026-08-05

GOOGL ALPHABET INC CAP STOCK CL A327.6K shares3.32%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC95.8K shares-33.07%2026-06-302026-08-05

AMZN AMAZON.COM INC461.5K shares3.00%2026-06-302026-08-05

WDC WESTERN DIGITAL CORP154.9K shares-25.33%2026-06-302026-08-05

BROADCOM INC BROADCOM INC200.9K shares-12.20%2026-06-302026-08-05

Sponsored

VRT VERTIV HOLDINGS CO CL A203.5K shares-15.61%2026-06-302026-08-05

LRCX LAM RESEARCH CORP NEW155.3K shares-3.43%2026-06-302026-08-05

CRDO CREDO TECHNOLOGY GROUP HOLDING237.3K shares-2.10%2026-06-302026-08-05

LUMENTUM HOLDINGS INC LUMENTUM HOLDINGS INC73.8K shares-19.67%2026-06-302026-08-05

META PLATFORMS INC CL A META PLATFORMS INC CL A102.6K shares-3.49%2026-06-302026-08-05

GOOG ALPHABET INC CAP STOCK CL C162.6K shares0.10%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO173.9K shares-2.37%2026-06-302026-08-05

HWM HOWMET AEROSPACE INC200.3K shares-2.88%2026-06-302026-08-05

Sponsored

EXXON MOBILE CORP EXXON MOBILE CORP373.8K shares-1.52%2026-06-302026-08-05

WELL WELLTOWER INC216.9K shares-2.32%2026-06-302026-08-05

QUANTA SERVICES INC QUANTA SERVICES INC68.1K shares-7.97%2026-06-302026-08-05

LLY ELI LILLY & CO40.8K shares-1.87%2026-06-302026-08-05

GEV GE VERNOVA INC36.8K shares-2.24%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC125.6K shares7.28%2026-06-302026-08-05

CAT CATERPILLAR INC40.0K shares3.14%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON156.0K shares1.87%2026-06-302026-08-05

Sponsored

APPLOVIN CORP CL A APPLOVIN CORP CL A75.8K shares0.53%2026-06-302026-08-05

CISCO SYSTEMS INC CISCO SYSTEMS INC332.3K shares-1.30%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC38.0K shares7.74%2026-06-302026-08-05

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC115.3K shares-0.95%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION199.6K shares4.49%2026-06-302026-08-05

EVR EVERCORE INC CLASS A107.9K shares-0.08%2026-06-302026-08-05

TJX TJX COS INC237.1K shares-1.70%2026-06-302026-08-05

ASCENDIS PHARMA AS ORD ASCENDIS PHARMA AS ORD132.7K sharesnew addition2026-06-302026-08-05

Sponsored

BRK.B BERKSHIRE HATHAWAY INC CL B NE70.3K shares-1.90%2026-06-302026-08-05

ETR ENTERGY CORP305.7K shares-2.61%2026-06-302026-08-05

MRK MERCK & CO INC272.9K shares10.94%2026-06-302026-08-05

SN SHARKNINJA INC225.1K shares-1.93%2026-06-302026-08-05

APH AMPHENOL CORP CL A188.5K shares-0.75%2026-06-302026-08-05

C CITIGROUP INC NEW237.0K sharesnew addition2026-06-302026-08-05

DGX QUEST DIAGNOSTICS INC154.4K shares-1.55%2026-06-302026-08-05

LTH LIFE TIME GROUP HOLDINGS INC C780.6K shares-3.21%2026-06-302026-08-05

Sponsored

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A60.8K shares-0.62%2026-06-302026-08-05

BAC BANK OF AMERICA CORP535.9K shares4.57%2026-06-302026-08-05

KO COCA-COLA CO372.0K shares6.47%2026-06-302026-08-05

3M CO 3M CO186.5K shares2.70%2026-06-302026-08-05

LIBERTY MEDIA CORP LBTY ONE S LIBERTY MEDIA CORP LBTY ONE S313.9K shares13.52%2026-06-302026-08-05

R RYDER SYSTEMS INC112.3K shares88.59%2026-06-302026-08-05

NDAQ NASDAQ INC362.8K shares0.50%2026-06-302026-08-05

NUE NUCOR CORP127.2K shares-9.14%2026-06-302026-08-05

Sponsored

TKO TKO GROUP HOLDINGS INC CL A138.5K shares7.72%2026-06-302026-08-05

RL RALPH LAUREN CORP CL A66.6K sharesnew addition2026-06-302026-08-05

MCK MCKESSON CORP35.2K shares-1.78%2026-06-302026-08-05

TXRH TEXAS ROADHOUSE INC136.1K shares1.68%2026-06-302026-08-05

WEC WEC ENERGY GROUP INC223.7K shares-1.56%2026-06-302026-08-05

CME CME GROUP INC117.2K shares4.83%2026-06-302026-08-05

ALGM ALLEGRO MICROSYSTEMS INC366.5K sharesnew addition2026-06-302026-08-05

QXO QXO INC NEW1.5M shares9.73%2026-06-302026-08-05

Sponsored

AZO AUTOZONE INC7.7K shares-4.65%2026-06-302026-08-05

TRGP TARGA RESOURCES CORP90.2K shares8916.00%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO71.0K shares-1.58%2026-06-302026-08-05

EHC ENCOMPASS HEALTH CORP234.9K shares-0.49%2026-06-302026-08-05

TDY TELEDYNE TECHNOLOGIES INC35.6K shares29.70%2026-06-302026-08-05

VOO VANGUARD S&P 500 ETF33.5K shares0.95%2026-06-302026-08-05

PG PROCTER AND GAMBLE CO155.7K shares10.62%2026-06-302026-08-05

HD HOME DEPOT INC64.2K shares4.28%2026-06-302026-08-05

Sponsored

ARCH CAPITAL GROUP LTD ARCH CAPITAL GROUP LTD230.5K shares1.73%2026-06-302026-08-05

ABBVIE INC ABBVIE INC87.5K shares3.88%2026-06-302026-08-05

COP CONOCOPHILLIPS206.2K shares8.37%2026-06-302026-08-05

AEE AMEREN CORP189.4K shares0.09%2026-06-302026-08-05

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP22.8K shares0.89%2026-06-302026-08-05

DAR DARLING INGREDIENTS INC361.7K sharesnew addition2026-06-302026-08-05

NETFLIX INC NETFLIX INC262.9K shares9.48%2026-06-302026-08-05

OUT OUTFRONT MEDIA INC NEW570.9K sharesnew addition2026-06-302026-08-05

Sponsored

POST POST HOLDINGS INC208.7K shares4.14%2026-06-302026-08-05

URBN URBAN OUTFITTERS INC250.4K shares-5.66%2026-06-302026-08-05

CELH CELSIUS HOLDINGS INC NEW596.7K shares-7.26%2026-06-302026-08-05

LIN LINDE PLC33.1K shares0.15%2026-06-302026-08-05

IRDM IRIDIUM COMMUNICATIONS INC295.9K sharesnew addition2026-06-302026-08-05

GRDN GUARDIAN PHARMACY SERVICES INC339.9K sharesnew addition2026-06-302026-08-05

PFGC PERFORMANCE FOOD GROUP CO126.0K shares23.02%2026-06-302026-08-05

CRNX CRINETICS PHARMACEUTICALS INC348.1K shares7.18%2026-06-302026-08-05

Sponsored

GILD GILEAD SCIENCES INC102.6K sharesnew addition2026-06-302026-08-05

SW SMURFIT WESTROCK PLC278.0K sharesnew addition2026-06-302026-08-05

ANET ARISTA NETWORKS INC74.3K shares-3.51%2026-06-302026-08-05

GL GLOBE LIFE INC56.5K sharesnew addition2026-06-302026-08-05

TMUS T-MOBILE US INC50.7K shares-59.72%2026-06-302026-08-05

TECK TECK RESOURCES LTD CL B137.1K shares-61.41%2026-06-302026-08-05

GKOS GLAUKOS CORP55.0K sharesnew addition2026-06-302026-08-05

CL COLGATE PALMOLIVE CO65.5K shares-72.22%2026-06-302026-08-05

Sponsored

BLK BLACKROCK INC4.2K shares-72.05%2026-06-302026-08-05

SPDR S&P 500 ETF TRUST SPDR S&P 500 ETF TRUST4.9K shares-14.82%2026-06-302026-08-05

VRSN VERISIGN INC13.2K shares-60.26%2026-06-302026-08-05

MCD MCDONALDS CORP11.5K shares0.00%2026-06-302026-08-05

SHW SHERWIN WILLIAMS CO8.9K shares0.00%2026-06-302026-08-05

VANGUARD INDEX FUNDS 500 INDEX VANGUARD INDEX FUNDS 500 INDEX4.1K shares19.37%2026-06-302026-08-05

AMGN AMGEN INC4.5K shares0.00%2026-06-302026-08-05

IBM INTL BUSINESS MACHINES5.6K shares0.00%2026-06-302026-08-05

Sponsored

VISA INC CL A VISA INC CL A4.5K shares0.00%2026-06-302026-08-05

TXN TEXAS INSTRUMENTS INC4.2K shares56.48%2026-06-302026-08-05

EXE EXPAND ENERGY CORPORATION13.6K shares0.00%2026-06-302026-08-05

MDY SPDR S&P MIDCAP 400 ETF TRUST1.7K shares-10.42%2026-06-302026-08-05

QSR RESTAURANT BRANDS INTL INC16.3K shares0.00%2026-06-302026-08-05

ATO ATMOS ENERGY CORP5.1K shares0.00%2026-06-302026-08-05

IWD ISHARES RUSSELL 1000 VALUE ETF2.6K shares31.09%2026-06-302026-08-05

XLF FINANCIAL SELECT SECTOR SPDR F10.0K shares-1.94%2026-06-302026-08-05

Sponsored

IWF ISHARES RUSSELL 1000 GROWTH ET3.4K shares347.47%2026-06-302026-08-05

XLK TECHNOLOGY SELECT SECTOR SPDR1.7K shares-15.59%2026-06-302026-08-05

RSP INVESCO S&P 500 EQUAL WEIGHT E1.5K shares-55.15%2026-06-302026-08-05

VONV VANGUARD RUSSELL 1000 VALUE ET2.9K shares-11.76%2026-06-302026-08-05

KLAC KLA CORP NEW910 sharesnew addition2026-06-302026-08-05

UTILITIES SELECT SECTOR SPDR F UTILITIES SELECT SECTOR SPDR F6.0K shares-3.36%2026-06-302026-08-05

VANGUARD TOTAL STOCK MARKET ET VANGUARD TOTAL STOCK MARKET ET707 shares0.00%2026-06-302026-08-05

XLY CONSUMER DISCRETIONARY SELECT1.9K shares-2.46%2026-06-302026-08-05

Sponsored

VANGUARD INDEX FUNDS GROWTH IN VANGUARD INDEX FUNDS GROWTH IN822 shares-29.56%2026-06-302026-08-05

NVDA

NVIDIA CORPORATION

-0.20%

Shares1.1M

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

1.90%

Shares664.9K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

-0.24%

Shares340.5K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC CAP STOCK CL A

3.32%

Shares327.6K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

-33.07%

Shares95.8K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON.COM INC

3.00%

Shares461.5K

Event2026-06-30

Filed2026-08-05

WDC

WESTERN DIGITAL CORP

-25.33%

Shares154.9K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

-12.20%

Shares200.9K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO CL A

-15.61%

Shares203.5K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP NEW

-3.43%

Shares155.3K

Event2026-06-30

Filed2026-08-05

CRDO

CREDO TECHNOLOGY GROUP HOLDING

-2.10%

Shares237.3K

Event2026-06-30

Filed2026-08-05

LUMENTUM HOLDINGS INC

-19.67%

Shares73.8K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC CL A

-3.49%

Shares102.6K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC CAP STOCK CL C

0.10%

Shares162.6K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

-2.37%

Shares173.9K

Event2026-06-30

Filed2026-08-05

HWM

HOWMET AEROSPACE INC

-2.88%

Shares200.3K

Event2026-06-30

Filed2026-08-05

EXXON MOBILE CORP

-1.52%

Shares373.8K

Event2026-06-30

Filed2026-08-05

WELL

WELLTOWER INC

-2.32%

Shares216.9K

Event2026-06-30

Filed2026-08-05

QUANTA SERVICES INC

-7.97%

Shares68.1K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

-1.87%

Shares40.8K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

-2.24%

Shares36.8K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

7.28%

Shares125.6K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

3.14%

Shares40.0K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

1.87%

Shares156.0K

Event2026-06-30

Filed2026-08-05

APPLOVIN CORP CL A

0.53%

Shares75.8K

Event2026-06-30

Filed2026-08-05

CISCO SYSTEMS INC

-1.30%

Shares332.3K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

7.74%

Shares38.0K

Event2026-06-30

Filed2026-08-05

TRAVELERS COMPANIES INC

-0.95%

Shares115.3K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

4.49%

Shares199.6K

Event2026-06-30

Filed2026-08-05

EVR

EVERCORE INC CLASS A

-0.08%

Shares107.9K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC

-1.70%

Shares237.1K

Event2026-06-30

Filed2026-08-05

ASCENDIS PHARMA AS ORD

New

Shares132.7K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC CL B NE

-1.90%

Shares70.3K

Event2026-06-30

Filed2026-08-05

ETR

ENTERGY CORP

-2.61%

Shares305.7K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

10.94%

Shares272.9K

Event2026-06-30

Filed2026-08-05

SHARKNINJA INC

-1.93%

Shares225.1K

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP CL A

-0.75%

Shares188.5K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC NEW

New

Shares237.0K

Event2026-06-30

Filed2026-08-05

DGX

QUEST DIAGNOSTICS INC

-1.55%

Shares154.4K

Event2026-06-30

Filed2026-08-05

LTH

LIFE TIME GROUP HOLDINGS INC C

-3.21%

Shares780.6K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED CL A

-0.62%

Shares60.8K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMERICA CORP

4.57%

Shares535.9K

Event2026-06-30

Filed2026-08-05

COCA-COLA CO

6.47%

Shares372.0K

Event2026-06-30

Filed2026-08-05

3M CO

2.70%

Shares186.5K

Event2026-06-30

Filed2026-08-05

LIBERTY MEDIA CORP LBTY ONE S

13.52%

Shares313.9K

Event2026-06-30

Filed2026-08-05

RYDER SYSTEMS INC

88.59%

Shares112.3K

Event2026-06-30

Filed2026-08-05

NDAQ

NASDAQ INC

0.50%

Shares362.8K

Event2026-06-30

Filed2026-08-05

NUE

NUCOR CORP

-9.14%

Shares127.2K

Event2026-06-30

Filed2026-08-05

TKO

TKO GROUP HOLDINGS INC CL A

7.72%

Shares138.5K

Event2026-06-30

Filed2026-08-05

RALPH LAUREN CORP CL A

New

Shares66.6K

Event2026-06-30

Filed2026-08-05

MCK

MCKESSON CORP

-1.78%

Shares35.2K

Event2026-06-30

Filed2026-08-05

TXRH

TEXAS ROADHOUSE INC

1.68%

Shares136.1K

Event2026-06-30

Filed2026-08-05

WEC

WEC ENERGY GROUP INC

-1.56%

Shares223.7K

Event2026-06-30

Filed2026-08-05

CME

CME GROUP INC

4.83%

Shares117.2K

Event2026-06-30

Filed2026-08-05

ALGM

ALLEGRO MICROSYSTEMS INC

New

Shares366.5K

Event2026-06-30

Filed2026-08-05

QXO

QXO INC NEW

9.73%

Shares1.5M

Event2026-06-30

Filed2026-08-05

AZO

AUTOZONE INC

-4.65%

Shares7.7K

Event2026-06-30

Filed2026-08-05

TRGP

TARGA RESOURCES CORP

8916.00%

Shares90.2K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

-1.58%

Shares71.0K

Event2026-06-30

Filed2026-08-05

EHC

ENCOMPASS HEALTH CORP

-0.49%

Shares234.9K

Event2026-06-30

Filed2026-08-05

TDY

TELEDYNE TECHNOLOGIES INC

29.70%

Shares35.6K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD S&P 500 ETF

0.95%

Shares33.5K

Event2026-06-30

Filed2026-08-05

PROCTER AND GAMBLE CO

10.62%

Shares155.7K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

4.28%

Shares64.2K

Event2026-06-30

Filed2026-08-05

ARCH CAPITAL GROUP LTD

1.73%

Shares230.5K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

3.88%

Shares87.5K

Event2026-06-30

Filed2026-08-05

COP

CONOCOPHILLIPS

8.37%

Shares206.2K

Event2026-06-30

Filed2026-08-05

AEE

AMEREN CORP

0.09%

Shares189.4K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORP

0.89%

Shares22.8K

Event2026-06-30

Filed2026-08-05

DAR

DARLING INGREDIENTS INC

New

Shares361.7K

Event2026-06-30

Filed2026-08-05

NETFLIX INC

9.48%

Shares262.9K

Event2026-06-30

Filed2026-08-05

OUT

OUTFRONT MEDIA INC NEW

New

Shares570.9K

Event2026-06-30

Filed2026-08-05

POST

POST HOLDINGS INC

4.14%

Shares208.7K

Event2026-06-30

Filed2026-08-05

URBN

URBAN OUTFITTERS INC

-5.66%

Shares250.4K

Event2026-06-30

Filed2026-08-05

CELH

CELSIUS HOLDINGS INC NEW

-7.26%

Shares596.7K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

0.15%

Shares33.1K

Event2026-06-30

Filed2026-08-05

IRDM

IRIDIUM COMMUNICATIONS INC

New

Shares295.9K

Event2026-06-30

Filed2026-08-05

GRDN

GUARDIAN PHARMACY SERVICES INC

New

Shares339.9K

Event2026-06-30

Filed2026-08-05

PFGC

PERFORMANCE FOOD GROUP CO

23.02%

Shares126.0K

Event2026-06-30

Filed2026-08-05

CRNX

CRINETICS PHARMACEUTICALS INC

7.18%

Shares348.1K

Event2026-06-30

Filed2026-08-05

GILD

GILEAD SCIENCES INC

New

Shares102.6K

Event2026-06-30

Filed2026-08-05

SMURFIT WESTROCK PLC

New

Shares278.0K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC

-3.51%

Shares74.3K

Event2026-06-30

Filed2026-08-05

GLOBE LIFE INC

New

Shares56.5K

Event2026-06-30

Filed2026-08-05

TMUS

T-MOBILE US INC

-59.72%

Shares50.7K

Event2026-06-30

Filed2026-08-05

TECK

TECK RESOURCES LTD CL B

-61.41%

Shares137.1K

Event2026-06-30

Filed2026-08-05

GKOS

GLAUKOS CORP

New

Shares55.0K

Event2026-06-30

Filed2026-08-05

COLGATE PALMOLIVE CO

-72.22%

Shares65.5K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

-72.05%

Shares4.2K

Event2026-06-30

Filed2026-08-05

SPDR S&P 500 ETF TRUST

-14.82%

Shares4.9K

Event2026-06-30

Filed2026-08-05

VRSN

VERISIGN INC

-60.26%

Shares13.2K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

0.00%

Shares11.5K

Event2026-06-30

Filed2026-08-05

SHW

SHERWIN WILLIAMS CO

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FUNDS 500 INDEX

19.37%

Shares4.1K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-05

IBM

INTL BUSINESS MACHINES

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-05

VISA INC CL A

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRUMENTS INC

56.48%

Shares4.2K

Event2026-06-30

Filed2026-08-05

EXE

EXPAND ENERGY CORPORATION

0.00%

Shares13.6K

Event2026-06-30

Filed2026-08-05

MDY

SPDR S&P MIDCAP 400 ETF TRUST

-10.42%

Shares1.7K

Event2026-06-30

Filed2026-08-05

QSR

RESTAURANT BRANDS INTL INC

0.00%

Shares16.3K

Event2026-06-30

Filed2026-08-05

ATO

ATMOS ENERGY CORP

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES RUSSELL 1000 VALUE ETF

31.09%

Shares2.6K

Event2026-06-30

Filed2026-08-05

XLF

FINANCIAL SELECT SECTOR SPDR F

-1.94%

Shares10.0K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES RUSSELL 1000 GROWTH ET

347.47%

Shares3.4K

Event2026-06-30

Filed2026-08-05

XLK

TECHNOLOGY SELECT SECTOR SPDR

-15.59%

Shares1.7K

Event2026-06-30

Filed2026-08-05

RSP

INVESCO S&P 500 EQUAL WEIGHT E

-55.15%

Shares1.5K

Event2026-06-30

Filed2026-08-05

VONV

VANGUARD RUSSELL 1000 VALUE ET

-11.76%

Shares2.9K

Event2026-06-30

Filed2026-08-05

KLAC

KLA CORP NEW

New

Shares910

Event2026-06-30

Filed2026-08-05

UTILITIES SELECT SECTOR SPDR F

-3.36%

Shares6.0K

Event2026-06-30

Filed2026-08-05

VANGUARD TOTAL STOCK MARKET ET

0.00%

Shares707

Event2026-06-30

Filed2026-08-05

XLY

CONSUMER DISCRETIONARY SELECT

-2.46%

Shares1.9K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FUNDS GROWTH IN

-29.56%

Shares822

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available