Sponsored

The Analysis of BRIDGES INVESTMENT MANAGEMENT INC's Holdings & P&L

Currently, BRIDGES INVESTMENT MANAGEMENT INC holds 396 types of securities in its portfolio with a total value $7.4B. In the most recent quarter, they have increased their positions in VEA (+265.2K shares, valued at $17.0M), TT (+38.2K shares, valued at $15.9M), AZO (+4.2K shares, valued at $14.3M); decreased their positions in BWXT (-187.3K shares, valued at $38.3M), AAPL (-132.0K shares, valued at $33.5M), UNP (-102.9K shares, valued at $25.0M); initiated new positions in EQBK (+61.9K shares, valued at $2.7M), BELFB (+12.4K shares, valued at $2.5M), BIZD (+135.8K shares, valued at $1.7M).

1M P&L

-64.1M-0.83%

3M P&L

+20.1M+0.26%

HY P&L

+361.6M+4.97%

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/A1.8B

27.6%

2Software - Infrastructure444.9M

7.0%

3Credit Services314.7M

5.0%

Top Industries by Stock Count

1N/A61 stocks

17.1%

2Software - Application16 stocks

4.5%

3Semiconductors9 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJH ISHARES CORE S&P MID CAP ETF5.8M shares-3.87%2026-03-312026-05-04

ALPHABET INC CL A ALPHABET INC CL A1.3M shares-3.98%2026-03-312026-05-04

MSFT MICROSOFT CORP COM907.1K shares0.42%2026-03-312026-05-04

AAPL APPLE INC1.2M shares-9.64%2026-03-312026-05-04

AMZN AMAZON.COM INC1.4M shares-0.88%2026-03-312026-05-04

VEA VANGUARD FTSE DEVELOPED MARKET4.4M shares6.37%2026-03-312026-05-04

NVDA NVIDIA CORPORATION1.5M shares-0.86%2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC CLASS A337 shares-4.53%2026-03-312026-05-04

Sponsored

MA MASTERCARD378.2K shares-0.67%2026-03-312026-05-04

VWO VANGUARD FTSE EMERGING MARKETS3.5M shares3.55%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC CLASS B BERKSHIRE HATHAWAY INC CLASS B355.0K shares-3.92%2026-03-312026-05-04

IJR ISHARES CORE S&P SMALL CAP ETF1.3M shares1.38%2026-03-312026-05-04

IVV ISHARES CORE S&P 500 ETF232.2K shares-9.96%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO COM493.1K shares-0.93%2026-03-312026-05-04

UNP UNION PACIFIC CORP COM594.2K shares-14.76%2026-03-312026-05-04

ODFL OLD DOMINION FREIGHT LINE, INC642.4K shares-7.11%2026-03-312026-05-04

Sponsored

V VISA INC. CLASS A405.8K shares-0.55%2026-03-312026-05-04

CASY CASEYS GEN STORES COM155.7K shares-1.53%2026-03-312026-05-04

LOW LOWES COMPANIES COM447.2K shares0.16%2026-03-312026-05-04

META META PLATFORMS INC184.6K shares0.26%2026-03-312026-05-04

PANW PALO ALTO NETWORKS INC COM656.4K shares-2.66%2026-03-312026-05-04

BROADCOM INC BROADCOM INC335.2K shares-3.52%2026-03-312026-05-04

SPGI S & P GLOBAL INC237.5K shares7.95%2026-03-312026-05-04

ALPHABET INC CL C ALPHABET INC CL C292.8K shares-4.21%2026-03-312026-05-04

Sponsored

PGR PROGRESSIVE CORP392.6K shares-1.39%2026-03-312026-05-04

ISRG INTUITIVE SURGICAL, INC.167.5K shares-1.22%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC77.8K shares-2.24%2026-03-312026-05-04

LAD LITHIA MTRS INC CL A285.1K shares0.26%2026-03-312026-05-04

IWF ISHARES RUSSELL 1000 GROWTH ET164.2K shares-4.61%2026-03-312026-05-04

INVESCO S&P 500 EQUAL WEIGHT E INVESCO S&P 500 EQUAL WEIGHT E363.9K shares14.79%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC139.5K shares-1.38%2026-03-312026-05-04

CSL CARLISLE COMPANIES INCORPORATE193.5K shares7.62%2026-03-312026-05-04

Sponsored

ICE INTERCONTINENTAL EXCHANGE INC.393.4K shares0.12%2026-03-312026-05-04

KLAC KLA CORP COM41.7K shares-16.51%2026-03-312026-05-04

NOW SERVICENOW INC COM540.2K shares27.46%2026-03-312026-05-04

IWD ISHARES RUSSELL 1000 VALUE ETF257.3K shares-3.88%2026-03-312026-05-04

URI UNITED RENTALS INC COM72.4K shares4.05%2026-03-312026-05-04

WFC WELLS FARGO & CO DEL COM652.2K shares0.35%2026-03-312026-05-04

SYK STRYKER CORP COM152.5K shares5.42%2026-03-312026-05-04

VEU VANGUARD FTSE ALL-WORLD EX-US662.1K shares2.86%2026-03-312026-05-04

Sponsored

EOG EOG RESOURCES INC.334.4K shares-0.73%2026-03-312026-05-04

CDNS CADENCE DESIGN SYSTEMS INC COM173.5K shares0.34%2026-03-312026-05-04

COST COSTCO WHOLESALE CORP45.0K shares-0.57%2026-03-312026-05-04

CTAS CINTAS CORP COM264.5K shares-0.57%2026-03-312026-05-04

AZO AUTOZONE INC COM12.6K shares50.83%2026-03-312026-05-04

CPRT COPART INC1.3M shares38.33%2026-03-312026-05-04

USB U.S. BANCORP COM (NEW)787.5K shares-1.23%2026-03-312026-05-04

ABBV ABBVIE INC186.1K shares-0.69%2026-03-312026-05-04

Sponsored

ULTA ULTA SALON COSMETICS & FRAGRAN69.2K shares-14.62%2026-03-312026-05-04

HD HOME DEPOT INC COM105.9K shares-1.36%2026-03-312026-05-04

FIRST NATL NEB INC COM FIRST NATL NEB INC COM2.0K shares-0.54%2026-03-312026-05-04

ALC ALCON AG ORD SHS409.0K shares-0.78%2026-03-312026-05-04

AMGN AMGEN INC COM87.6K shares-1.14%2026-03-312026-05-04

ZTS ZOETIS INC248.8K shares44.05%2026-03-312026-05-04

PEP PEPSICO INC COM188.6K shares-0.13%2026-03-312026-05-04

CVX CHEVRON CORP COM139.2K shares-0.98%2026-03-312026-05-04

Sponsored

ABT ABBOTT LABS COM277.1K shares15.27%2026-03-312026-05-04

APH AMPHENOL CORP CL A216.5K shares2.47%2026-03-312026-05-04

MCD MCDONALDS CORP COM87.2K shares-1.67%2026-03-312026-05-04

SHW SHERWIN WILLIAMS CO COM82.8K shares0.78%2026-03-312026-05-04

LINDE PLC LINDE PLC51.2K shares0.89%2026-03-312026-05-04

ADBE ADOBE INC COM103.7K shares-15.24%2026-03-312026-05-04

CHE CHEMED CORP COM65.9K shares6.55%2026-03-312026-05-04

FND FLOOR & DECOR HOLDINGS INC-A474.6K shares19.74%2026-03-312026-05-04

Sponsored

TJX TJX COMPANIES INC146.9K shares0.81%2026-03-312026-05-04

IEMG ISHARES CORE MSCI EMERGING MKT332.5K shares-19.36%2026-03-312026-05-04

LLY LILLY ELI & CO COM25.0K shares4.76%2026-03-312026-05-04

VO VANGUARD MID-CAP INDEX FUND -E73.7K shares9.22%2026-03-312026-05-04

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF35.4K shares14.55%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING COM101.3K shares6.41%2026-03-312026-05-04

IWR ISHARES RUSSELL MID CAP ETF210.1K shares0.60%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON COM75.3K shares-1.72%2026-03-312026-05-04

Sponsored

UNH UNITEDHEALTH GROUP INC COM67.3K shares-1.30%2026-03-312026-05-04

PLD PROLOGIS INC COM128.4K shares0.47%2026-03-312026-05-04

TT TRANE TECHOLOGIES PLC39.8K shares2478.53%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP17.2K shares0.83%2026-03-312026-05-04

BMI BADGER METER INC COM97.4K shares606.55%2026-03-312026-05-04

AFG AMERICAN FINANCIAL GROUP INC O112.2K shares5.17%2026-03-312026-05-04

POOL POOL CORP70.7K shares71.23%2026-03-312026-05-04

ROL ROLLINS INC254.8K shares1.22%2026-03-312026-05-04

Sponsored

HSY HERSHEY COMPANY63.6K shares2.04%2026-03-312026-05-04

ACCENTURE PLC F CLASS A ACCENTURE PLC F CLASS A65.6K shares-4.02%2026-03-312026-05-04

INTU INTUIT INC29.7K shares-2.86%2026-03-312026-05-04

MMC MARSH COM71.7K shares-3.00%2026-03-312026-05-04

XOM EXXON MOBIL CORP COM73.0K shares-3.32%2026-03-312026-05-04

GGG GRACO INC COM145.8K shares4.39%2026-03-312026-05-04

BAH BOOZ ALLEN HAMILTON HOLDINGS149.1K shares22.63%2026-03-312026-05-04

VB VANGUARD SMALL CAP INDEX FUND40.0K shares0.64%2026-03-312026-05-04

Sponsored

WMT WALMART INC80.1K shares-8.86%2026-03-312026-05-04

QDF FLEXSHARES QUALITY DIVIDEND IN121.7K shares-0.62%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC26.0K shares-1.06%2026-03-312026-05-04

BWXT BWX TECHNOLOGIES INC45.2K shares-80.55%2026-03-312026-05-04

AMT AMERICAN TOWER CORP COM52.8K shares6.54%2026-03-312026-05-04

EPD ENTERPRISE PRODUCTS PARTNERS L236.6K shares10.39%2026-03-312026-05-04

PEM HOLDING COMAPNY, LLC PEM HOLDING COMAPNY, LLC1 shares0.00%2026-03-312026-05-04

FIX COMFORT SYS USA INC COM5.8K shares-5.19%2026-03-312026-05-04

Sponsored

PM PHILIP MORRIS INTERNATIONAL IN46.4K shares-6.46%2026-03-312026-05-04

MSCI MSCI, INC.14.1K shares11.85%2026-03-312026-05-04

ING ING GROEP NV ADR278.0K shares0.00%2026-03-312026-05-04

SPY STATE STREET SPDR S&P 500 ETF10.7K shares0.86%2026-03-312026-05-04

MERCK & CO INC COM MERCK & CO INC COM55.9K shares-1.56%2026-03-312026-05-04

ET ENERGY TRANSFER LP339.3K shares13.39%2026-03-312026-05-04

MPLX MPLX LP114.2K shares10.46%2026-03-312026-05-04

IWM ISHARES RUSSELL 2000 ETF25.0K shares0.00%2026-03-312026-05-04

Sponsored

EEM ISHARES MSCI EMERGING MKTS ETF107.7K shares2.86%2026-03-312026-05-04

PAA PLAINS ALL AMERICAN PIPELINE L256.2K shares49.99%2026-03-312026-05-04

PG PROCTER & GAMBLE CO COM39.5K shares-2.77%2026-03-312026-05-04

APG API GROUP CORP STOCK137.4K shares15.86%2026-03-312026-05-04

MUSA MURPHY USA INC11.1K shares30.19%2026-03-312026-05-04

CSCO CISCO SYS INC COM68.3K shares-2.14%2026-03-312026-05-04

RTX RTX CORPORATION COM26.5K shares-8.90%2026-03-312026-05-04

HON HONEYWELL INTERNATIONAL INC CO22.3K shares-0.89%2026-03-312026-05-04

Sponsored

EVR EVERCORE PARTNERS INC CL A16.5K shares15.86%2026-03-312026-05-04

IVW ISHARES S&P 500 GROWTH INDEX F43.2K shares0.00%2026-03-312026-05-04

WMS ADVANCED DRAIN SYSTEMS INC COM34.3K shares15.81%2026-03-312026-05-04

DE DEERE & CO COM8.0K shares-0.29%2026-03-312026-05-04

TSLA TESLA INC11.8K shares7.19%2026-03-312026-05-04

QUAL ISHARES EDGE MSCI USA QUALITY22.0K shares-5.42%2026-03-312026-05-04

CAT CATERPILLAR INC DEL COM6.0K shares1.71%2026-03-312026-05-04

KO COCA COLA CO COM54.1K shares0.99%2026-03-312026-05-04

Sponsored

IWS ISHARES RUSSELL MID CAP VALUE27.8K shares0.00%2026-03-312026-05-04

LECO LINCOLN ELECTRIC HOLDINGS16.1K shares15.06%2026-03-312026-05-04

WM WASTE MANAGEMENT INC17.1K shares-0.46%2026-03-312026-05-04

IWN ISHARES RUSSELL 2000 VALUE ETF20.5K shares-41.42%2026-03-312026-05-04

TRGP TARGA RESOURCES15.3K shares0.00%2026-03-312026-05-04

IEFA ISHARES CORE MSCI EAFE ETF41.0K shares-4.19%2026-03-312026-05-04

AMP AMERIPRISE FINANCIAL INC COM8.3K shares0.00%2026-03-312026-05-04

ACLS AXCELIS TECHNOLOGIES INC COM N38.6K shares36.05%2026-03-312026-05-04

Sponsored

RUSHA RUSH ENTERPRISES53.5K shares15.86%2026-03-312026-05-04

TMHC TAYLOR MORRISON HOME CORP - A60.3K shares15.81%2026-03-312026-05-04

XPEL XPEL INC79.1K shares15.86%2026-03-312026-05-04

CLH CLEAN HARBORS INC12.1K shares15.86%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP COM5.7K shares-13.55%2026-03-312026-05-04

MO ALTRIA GROUP INC51.4K shares-7.78%2026-03-312026-05-04

TXN TEXAS INSTRUMENTS INC COM17.3K shares-2.41%2026-03-312026-05-04

TW TRADEWEB MKTS INC CL A27.9K shares35.47%2026-03-312026-05-04

Sponsored

ORCL ORACLE CORP COM22.2K shares-0.19%2026-03-312026-05-04

STT STATE STREET CORP COM25.6K shares0.00%2026-03-312026-05-04

ADSK AUTODESK INC13.4K shares0.00%2026-03-312026-05-04

GNRC GENERAC HOLDINGS INC16.4K shares8.42%2026-03-312026-05-04

AAON AAON, INC.38.2K shares37.48%2026-03-312026-05-04

TGT TARGET CORP COM25.7K shares-7.15%2026-03-312026-05-04

GE AEROSPACE COM NEW GE AEROSPACE COM NEW11.0K shares12.44%2026-03-312026-05-04

DIS DISNEY (WALT)30.7K shares-1.22%2026-03-312026-05-04

Sponsored

BA BOEING CO COM14.7K shares-1.97%2026-03-312026-05-04

LSCC LATTICE SEMICONDUCTOR CORP30.6K shares15.85%2026-03-312026-05-04

EQBK EQUITY BANCSHARES INC CL A61.9K sharesnew addition2026-03-312026-05-04

DPZ DOMINO'S PIZZA, INC.7.5K shares15.78%2026-03-312026-05-04

CNX CNX RESOURCES CORP67.2K shares15.76%2026-03-312026-05-04

KNSL KINSALE CAP GROUP INC COM7.5K shares72.03%2026-03-312026-05-04

LNG CHENIERE ENERGY INC9.0K shares0.00%2026-03-312026-05-04

GEV GE VERNOVA INC2.9K shares20.87%2026-03-312026-05-04

Sponsored

NMIH NMI HLDGS INC CL A67.8K shares15.87%2026-03-312026-05-04

IJS ISHARES S&P SMALL CAP 600 VALU21.1K shares-2.03%2026-03-312026-05-04

BELFB BEL FUSE INC CL B12.4K sharesnew addition2026-03-312026-05-04

TILT FLEXSHARES MORNINGSTAR US MARK10.1K shares0.00%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS COM48.6K shares0.30%2026-03-312026-05-04

ABG ASBURY AUTOMOTIVE GROUP INC CO12.5K shares19.89%2026-03-312026-05-04

IVE ISHARES S&P 500 VALUE INDEX FU11.5K shares-4.23%2026-03-312026-05-04

VUG VANGUARD GROWTH ETF5.5K shares4.70%2026-03-312026-05-04

Sponsored

ZURICH INSURANCE GROUP AG ZURICH INSURANCE GROUP AG3.4K shares0.00%2026-03-312026-05-04

BAC BANK OF AMERICA CORPORATION49.0K shares-7.52%2026-03-312026-05-04

CACI CACI INTL INC CL A4.3K shares15.86%2026-03-312026-05-04

EGP EASTGROUP PROPERTIES SH BEN IN12.4K shares14.49%2026-03-312026-05-04

IBM INTERNATIONAL BUS MACH COM9.3K shares-3.86%2026-03-312026-05-04

FFIN FIRST FINL BANKSHARES INC76.8K shares30.01%2026-03-312026-05-04

FAIRMONT GROUP, INC. FAIRMONT GROUP, INC.1 shares0.00%2026-03-312026-05-04

CELH CELSIUS HOLDINGS INC NEW61.6K shares35.33%2026-03-312026-05-04

Sponsored

COP CONOCOPHILLIPS COM16.4K shares-16.01%2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC6.3K shares0.29%2026-03-312026-05-04

IWB ISHARES RUSSELL 1000 ETF6.0K shares-4.56%2026-03-312026-05-04

SAIA SAIA INC COM6.1K shares56.95%2026-03-312026-05-04

AIT APPLIED INDL TECHNOLOGIES INC8.1K shares15.06%2026-03-312026-05-04

RSG REPUBLIC SERVICES INC9.7K shares-0.62%2026-03-312026-05-04

HWKN HAWKINS INC COM13.8K shares22.43%2026-03-312026-05-04

TLTD FLEXSHARES MSTAR DEVELOPED MAR22.4K shares30.93%2026-03-312026-05-04

Sponsored

REM ISHARES MORTGAGE REAL ESTATE E95.6K shares1.56%2026-03-312026-05-04

RB GLOBAL INC RB GLOBAL INC21.4K shares6.67%2026-03-312026-05-04

BLDR BUILDERS FIRSTSOURCE INC COM24.8K shares78.74%2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC23.4K shares-11.54%2026-03-312026-05-04

WSO WATSCO INC5.6K shares134.40%2026-03-312026-05-04

HESM HESS MIDSTREAM LP CL A51.4K shares0.00%2026-03-312026-05-04

OPCH OPTION CARE HEALTH INC NEW73.4K shares15.86%2026-03-312026-05-04

EXP EAGLE MATERIALS INC COM10.3K shares17.94%2026-03-312026-05-04

Sponsored

BKNG BOOKING HOLDINGS INC465 shares0.00%2026-03-312026-05-04

JLL JONES LANG LASALLE INC COM6.4K shares9.22%2026-03-312026-05-04

GIL GILDAN ACTIVEWEAR INC34.8K shares-8.59%2026-03-312026-05-04

DT DYNATRACE INC52.3K shares112.38%2026-03-312026-05-04

COF CAPITAL ONE FINANCIAL COM10.6K shares-2.31%2026-03-312026-05-04

PPG PPG INDS INC COM17.9K shares-9.65%2026-03-312026-05-04

SYY SYSCO CORP26.9K shares0.00%2026-03-312026-05-04

NEE NEXTERA ENERGY INC20.5K shares-1.06%2026-03-312026-05-04

Sponsored

BDX BECTON DICKINSON & CO COM12.1K shares-0.98%2026-03-312026-05-04

LONDON STOCK EXCHANGE GROUP SP LONDON STOCK EXCHANGE GROUP SP64.8K shares53.55%2026-03-312026-05-04

TPL TEXAS PACIFIC LAND CORP4.0K shares-6.50%2026-03-312026-05-04

CMCSA COMCAST CORP CL A61.6K shares-1.85%2026-03-312026-05-04

HLNE HAMILTON LANE INC CL A17.7K shares108.39%2026-03-312026-05-04

BIZD VANECK BDC INCOME ETF135.8K sharesnew addition2026-03-312026-05-04

CROWN CASTLE INC CROWN CASTLE INC21.1K shares-0.05%2026-03-312026-05-04

QCOM QUALCOMM INC COM12.8K shares-1.06%2026-03-312026-05-04

Sponsored

CUBE CUBESMART44.8K shares17.97%2026-03-312026-05-04

FI FISERV INC WISCONSIN COM29.2K shares2.98%2026-03-312026-05-04

VTV VANGUARD VALUE INDEX FUND - ET8.3K shares-15.42%2026-03-312026-05-04

TYL TYLER TECHNOLOGIES INC4.8K shares563.51%2026-03-312026-05-04

H HYATT HOTELS CORP - CL A10.7K shares15.84%2026-03-312026-05-04

RNR RENAISSANCE RE HOLDINGS LTD5.2K shares-19.31%2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC COM5.2K shares-2.91%2026-03-312026-05-04

IQV IQVIA HOLDINGS INC8.9K shares-4.03%2026-03-312026-05-04

Sponsored

FNF FIDELITY NATIONAL FINANCIAL IN32.6K shares0.00%2026-03-312026-05-04

SCHW CHARLES SCHWAB CORP16.1K shares-20.92%2026-03-312026-05-04

OMC OMNICOM GROUP INC.19.9K shares-0.83%2026-03-312026-05-04

AJG ARTHUR J. GALLAGHER & CO.6.9K shares448.22%2026-03-312026-05-04

ROP ROPER TECHNOLOGIES INC4.2K shares-0.71%2026-03-312026-05-04

LH LABCORP HOLDINGS INC5.5K shares0.00%2026-03-312026-05-04

BN BROOKFIELD CORP CL A36.1K shares0.00%2026-03-312026-05-04

ACGL ARCH CAP GROUP LTD ORD15.2K shares-12.25%2026-03-312026-05-04

Sponsored

NKE NIKE INC CL B27.6K shares0.05%2026-03-312026-05-04

CB CHUBB CORP COM4.3K shares-33.46%2026-03-312026-05-04

MCO MOODY'S CORP3.2K shares-0.25%2026-03-312026-05-04

VTI VANGUARD TOTAL STOCK MARKET -4.3K shares-49.50%2026-03-312026-05-04

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC21.1K sharesnew addition2026-03-312026-05-04

EMR EMERSON ELEC CO COM10.5K shares0.00%2026-03-312026-05-04

PFE PFIZER INC COM46.8K shares-8.59%2026-03-312026-05-04

ARMK ARAMARK32.4K shares26.52%2026-03-312026-05-04

Sponsored

T AT&T INC COM42.0K shares-0.27%2026-03-312026-05-04

AER AERCAP HOLDINGS NV8.8K shares0.00%2026-03-312026-05-04

GXO GXO LOGISTICS INCORPORATED COM23.1K shares15.83%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO COM3.9K shares-0.20%2026-03-312026-05-04

OXY OCCIDENTAL PETROLEUM CORP COM18.3K shares-22.25%2026-03-312026-05-04

PWR QUANTA SERVICES INC2.1K shares0.00%2026-03-312026-05-04

CARR CARRIER GLOBAL CORP20.6K shares-10.82%2026-03-312026-05-04

TFC TRUIST FINANCIAL CORPORATION24.8K shares0.00%2026-03-312026-05-04

Sponsored

JCI JOHNSON CONTROLS INTERNATIONAL8.6K shares0.88%2026-03-312026-05-04

WMG WARNER MUSIC GROUP CORP CL A42.4K shares0.00%2026-03-312026-05-04

TE CONNECTIVITY PLC TE CONNECTIVITY PLC5.2K shares0.12%2026-03-312026-05-04

BROOKFIELD ASSET MANAGMT LTD C BROOKFIELD ASSET MANAGMT LTD C24.2K shares40.26%2026-03-312026-05-04

MAR MARRIOTT INTL INC CL A3.3K shares0.00%2026-03-312026-05-04

ATR APTARGROUP INC8.3K shares-44.06%2026-03-312026-05-04

VRT VERTIV HOLDINGS CO CL A4.1K shares0.49%2026-03-312026-05-04

EFA ISHARES MSCI EAFE ETF10.3K shares-1.29%2026-03-312026-05-04

Sponsored

CITIGROUP INC COM CITIGROUP INC COM8.6K shares-18.86%2026-03-312026-05-04

AVY AVERY DENNISON CORP5.6K shares0.00%2026-03-312026-05-04

WMB WILLIAMS COS INC DEL COM13.3K shares1.01%2026-03-312026-05-04

EFV ISHARES MSCI EAFE VALUE ETF12.8K shares-4.05%2026-03-312026-05-04

ALLE ALLEGION PLC6.4K shares46.52%2026-03-312026-05-04

CL COLGATE PALMOLIVE CO COM10.9K shares-12.02%2026-03-312026-05-04

NXPI NXP SEMICONDUCTORS NV COM4.7K shares165.54%2026-03-312026-05-04

WAT WATERS CORP3.1K sharesnew addition2026-03-312026-05-04

Sponsored

PSX PHILLIPS 66 COM5.0K shares-0.59%2026-03-312026-05-04

LKQ LKQ CORPORATION31.2K shares0.00%2026-03-312026-05-04

CBRE CBRE GROUP INC. CL A6.6K shares29.56%2026-03-312026-05-04

INGR INGREDION INC8.0K shares0.00%2026-03-312026-05-04

ECL ECOLAB INC3.4K shares-1.00%2026-03-312026-05-04

MANH MANHATTAN ASSOCIATES INC.6.6K shares91.64%2026-03-312026-05-04

HAS HASBRO INC9.2K shares-19.48%2026-03-312026-05-04

MDLZ MONDELEZ INTERNATIONAL INC CL14.6K shares-5.28%2026-03-312026-05-04

Sponsored

WWD WOODWARD INC COM2.3K shares-16.52%2026-03-312026-05-04

VIG VANGUARD DIVIDEND APPRECIATION3.8K shares-29.25%2026-03-312026-05-04

SCHM SCHWAB US MID-CAP ETF26.6K shares4.87%2026-03-312026-05-04

KHC KRAFT HEINZ COMPANY COM36.5K shares-3.22%2026-03-312026-05-04

DV DOUBLEVERIFY HOLDINGS INC85.8K shares266.13%2026-03-312026-05-04

IJK ISHARES S&P MID CAP 400 GROWTH7.9K shares-1.05%2026-03-312026-05-04

RCL ROYAL CARIBBEAN GROUP COM2.9K shares-3.37%2026-03-312026-05-04

BMY BRISTOL MYERS SQUIBB COM12.7K shares-9.33%2026-03-312026-05-04

Sponsored

CLX CLOROX CO DEL COM7.3K shares0.00%2026-03-312026-05-04

CRM SALESFORCE.COM INC4.0K shares-1.20%2026-03-312026-05-04

CENCORA INC COM CENCORA INC COM2.4K shares0.00%2026-03-312026-05-04

WEC ENERGY GROUP INC WEC ENERGY GROUP INC6.2K shares-1.58%2026-03-312026-05-04

HLT HILTON WORLDWIDE HOLDINGS INC2.3K shares-1.92%2026-03-312026-05-04

OTIS OTIS WORLDWIDE CORP9.1K shares-12.21%2026-03-312026-05-04

UNILEVER PLC SP ADR NEW UNILEVER PLC SP ADR NEW12.4K shares45.79%2026-03-312026-05-04

VMI VALMONT INDS INC COM1.7K shares-23.26%2026-03-312026-05-04

Sponsored

EFG ISHARES MSCI EAFE GROWTH ETF6.0K shares-3.60%2026-03-312026-05-04

HLI HOULIHAN LOKEY INC4.4K shares-12.24%2026-03-312026-05-04

DUKE ENERGY CORP DUKE ENERGY CORP4.8K shares-6.07%2026-03-312026-05-04

NET CLOUDFLARE INC CL A3.1K shares4.02%2026-03-312026-05-04

HCA HCA INC1.3K shares0.00%2026-03-312026-05-04

VXUS VANGUARD TOTAL INTERNATIONAL S7.6K shares-43.36%2026-03-312026-05-04

APD AIR PRODS & CHEMS INC COM2.0K shares-16.79%2026-03-312026-05-04

INTC INTEL CORP12.9K shares-5.30%2026-03-312026-05-04

Sponsored

AEP AMERICAN ELEC PWR INC COM4.3K shares-2.26%2026-03-312026-05-04

ROST ROSS STORES INC2.6K shares0.00%2026-03-312026-05-04

XRAY DENTSPLY SIRONA INC47.4K shares0.00%2026-03-312026-05-04

CMI CUMMINS ENGINE INC COM1.0K shares1.40%2026-03-312026-05-04

WAB WABTEC CORP COM2.2K shares0.00%2026-03-312026-05-04

VNQ VANGUARD REAL ESTATE ETF6.1K shares-9.87%2026-03-312026-05-04

THE CIGNA GROUP COM THE CIGNA GROUP COM2.0K shares-1.48%2026-03-312026-05-04

CRS CARPENTER TECHNOLOGY CORPORATI1.3K shares0.00%2026-03-312026-05-04

Sponsored

LPLA LPL FINANCIAL HOLDINGS INC1.7K shares-10.28%2026-03-312026-05-04

MPWR MONOLITHIC POWER SYSTEMS, INC.449 shares0.00%2026-03-312026-05-04

IJT ISHARES S&P SMALL CAP 600 GROW3.4K shares0.00%2026-03-312026-05-04

MFC MANULIFE FINANCIAL CORP14.2K shares-11.51%2026-03-312026-05-04

STANLEY BLACK & DECKER, INC. STANLEY BLACK & DECKER, INC.6.8K shares-25.46%2026-03-312026-05-04

SHEL SHELL PLC SPON ADS5.2K shares-5.89%2026-03-312026-05-04

SO SOUTHERN CO COM5.0K shares-6.34%2026-03-312026-05-04

FICO FAIR ISAAC CORPORATION451 shares-12.09%2026-03-312026-05-04

Sponsored

ROAD CONSTRUCTION PARTNERS INC-A4.2K shares-11.66%2026-03-312026-05-04

RBC RBC BEARINGS INC852 shares-21.47%2026-03-312026-05-04

MLM MARTIN MARIETTA MATERIALS786 shares0.00%2026-03-312026-05-04

TER TERADYNE INC COM1.5K shares0.00%2026-03-312026-05-04

MKC MCCORMICK & COMPANY, INC.9.0K shares0.00%2026-03-312026-05-04

INVESCO QQQ TRUST SER 1 INVESCO QQQ TRUST SER 1779 shares-7.04%2026-03-312026-05-04

VGT VANGUARD INFORMATION TECHNOLOG615 shares0.00%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES, INC2.1K shares-1.64%2026-03-312026-05-04

Sponsored

HTFL HEARTFLOW INC17.3K sharesnew addition2026-03-312026-05-04

88 TACTICAL KANSAS CITY, LLC P 88 TACTICAL KANSAS CITY, LLC P6 shares0.00%2026-03-312026-05-04

VOE VANGUARD MID CAP VALUE INDEX F2.2K shares9.72%2026-03-312026-05-04

KMB KIMBERLY CLARK CORP COM4.1K shares-0.39%2026-03-312026-05-04

IWP ISHARES RUSSELL MID-CAP GROWTH3.1K shares0.00%2026-03-312026-05-04

QNITY ELECTRONICS INC COMMON S QNITY ELECTRONICS INC COMMON S3.4K shares-4.18%2026-03-312026-05-04

ITT ITT CORP2.1K shares0.00%2026-03-312026-05-04

NTRA NATERA INC1.9K shares0.00%2026-03-312026-05-04

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.9K shares-15.68%2026-03-312026-05-04

ARKF ARK FINTECH INNOVATION ETF10.1K shares-3.58%2026-03-312026-05-04

VST VISTRA CORP2.5K shares0.00%2026-03-312026-05-04

IJJ ISHARES S&P MID CAP VALUE ETF2.8K shares0.00%2026-03-312026-05-04

FCX FREEPORT-MCMORAN INC COM6.3K shares2.31%2026-03-312026-05-04

AWI ARMSTRONG WORLD INDUSTRIES INC2.1K shares-29.40%2026-03-312026-05-04

PR PERMIAN RESOURCES CORP CLASS A16.4K shares0.00%2026-03-312026-05-04

ACWI ISHARES MSCI ACWI ETF2.5K sharesnew addition2026-03-312026-05-04

Sponsored

MDY STATE STR SPDR S&P MIDCAP 400563 shares0.00%2026-03-312026-05-04

LNT ALLIANT ENERGY CORP COM4.8K shares-1.04%2026-03-312026-05-04

WCN WASTE CONNECTIONS INC2.1K shares-7.18%2026-03-312026-05-04

NUE NUCOR CORP COM2.0K shares-17.06%2026-03-312026-05-04

BKR BAKER HUGHES COMPANY5.5K shares0.00%2026-03-312026-05-04

ADM ARCHER DANIELS MIDLAND COM4.6K shares0.00%2026-03-312026-05-04

PRI PRIMERICA INC1.3K shares-13.24%2026-03-312026-05-04

ENTG ENTEGRIS INC COM2.8K shares0.00%2026-03-312026-05-04

Sponsored

SCHG SCHWAB US LARGE CAP GROWTH ETF11.1K sharesnew addition2026-03-312026-05-04

VONV VANGUARD RUSSELL 1000 VALUE ET3.4K shares0.00%2026-03-312026-05-04

SUN SUNOCO LP/SUNOCO FIN CORP UT R4.9K shares0.00%2026-03-312026-05-04

CATH GLOBAL X S&P 500 CATHOLIC VALU4.1K shares4.44%2026-03-312026-05-04

BOH BANK HAWAII CORP4.3K sharesnew addition2026-03-312026-05-04

AXON AXON ENTERPRISE INC747 shares-22.75%2026-03-312026-05-04

PAYX PAYCHEX INC3.4K shares-15.63%2026-03-312026-05-04

WYNN WYNN RESORTS LTD COM3.1K shares-22.82%2026-03-312026-05-04

Sponsored

MTSI MACOM TECH SOLUTIONS HOLDINGS1.4K shares0.00%2026-03-312026-05-04

JBTM JBT MAREL CORPORATION COM2.4K shares-16.65%2026-03-312026-05-04

SCHV SCHWAB US LARGE CAP VALUE ETF10.0K shares0.00%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC360 shares1.41%2026-03-312026-05-04

CAKE CHEESECAKE FACTORY (THE)5.5K shares-24.94%2026-03-312026-05-04

BR BROADRIDGE FINANCIAL SOLUTIONS1.8K shares-0.16%2026-03-312026-05-04

WDFC WD-40 CO COM1.5K shares23.10%2026-03-312026-05-04

CHRW C.H. ROBINSON WORLDWIDE INC1.8K shares0.00%2026-03-312026-05-04

Sponsored

FERGUSON ENTERPRISES INC COMMO FERGUSON ENTERPRISES INC COMMO1.3K shares0.00%2026-03-312026-05-04

PRU PRUDENTIAL FINANCIAL INC3.0K shares-0.60%2026-03-312026-05-04

BP BP PLC SPONS ADR6.2K shares0.00%2026-03-312026-05-04

TRN TRINITY INDS INC COM9.0K shares0.00%2026-03-312026-05-04

PNC PNC FINANCIAL SERVICES GROUP1.3K shares4.30%2026-03-312026-05-04

ORLY O'REILLY AUTOMOTIVE3.0K shares0.00%2026-03-312026-05-04

WDC WESTERN DIGITAL CORP COM1.0K sharesnew addition2026-03-312026-05-04

AFL AFLAC INC2.5K shares-10.11%2026-03-312026-05-04

Sponsored

BMO BANK OF MONTREAL2.0K shares0.00%2026-03-312026-05-04

NVO NOVO NORDISK A/S SPONS ADR7.3K shares0.00%2026-03-312026-05-04

TKO TKO GROUP HOLDINGS INC CL A1.3K shares0.00%2026-03-312026-05-04

PBH PRESTIGE BRANDS HLDGS INC COM4.5K sharesnew addition2026-03-312026-05-04

ACA ARCOSA INC COM2.5K shares0.00%2026-03-312026-05-04

ASML ASML HOLDING N V N Y REGISTRY202 shares6.32%2026-03-312026-05-04

DDOG DATADOG INC - CLASS A2.3K shares-33.90%2026-03-312026-05-04

FUL FULLER H B CO COM4.3K sharesnew addition2026-03-312026-05-04

Sponsored

IDXX IDEXX LABORATORIES INC451 shares-16.64%2026-03-312026-05-04

HLMN HILLMAN SOLUTIONS CORP30.3K shares-13.97%2026-03-312026-05-04

MSI MOTOROLA SOLUTIONS INC COM571 shares-5.46%2026-03-312026-05-04

CSW CSW INDUSTRIALS INC941 shares7.05%2026-03-312026-05-04

AR ANTERO RES CORP COM5.7K shares-13.07%2026-03-312026-05-04

CSGP COSTAR GROUP INC COM6.0K shares100.00%2026-03-312026-05-04

GTY GETTY RLTY CORP NEW COM7.6K sharesnew addition2026-03-312026-05-04

IVOG VANGUARD S&P MID-CAP 400 GROWT1.9K shares-50.00%2026-03-312026-05-04

Sponsored

CNM CORE & MAIN INC CL A4.8K shares0.00%2026-03-312026-05-04

CW CURTISS-WRIGHT CORP350 sharesnew addition2026-03-312026-05-04

ALL ALLSTATE CORP COM1.1K shares-2.05%2026-03-312026-05-04

CORPAY INC CORPAY INC815 shares-24.68%2026-03-312026-05-04

DFAC DIMENSIONAL U.S. CORE EQUITY 26.0K shares0.00%2026-03-312026-05-04

SYBT STOCK YDS BANCORP INC3.4K shares-10.25%2026-03-312026-05-04

IDEV ISHARES TRCORE MSCI INTL2.7K sharesnew addition2026-03-312026-05-04

DFAI DIMENSIONAL INTERNATIONAL CORE5.8K sharesnew addition2026-03-312026-05-04

Sponsored

SITE SITEONE LANDSCAPE SUPPLY INC1.7K shares-9.51%2026-03-312026-05-04

LSTR LANDSTAR SYS INC COM1.4K sharesnew addition2026-03-312026-05-04

UNF UNIFIRST CORP MASS COM874 shares-36.39%2026-03-312026-05-04

MS MORGAN STANLEY1.3K shares-3.34%2026-03-312026-05-04

PTC PTC INC1.5K shares-8.74%2026-03-312026-05-04

LEG LEGGETT & PLATT INC COM22.1K shares-18.43%2026-03-312026-05-04

MMM 3M CO COM1.5K shares-16.66%2026-03-312026-05-04

SCHB SCHWAB US BROAD MARKET ETF8.4K shares3.18%2026-03-312026-05-04

Sponsored

OKE ONEOK INC COM2.3K shares-39.20%2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP COM310 sharesnew addition2026-03-312026-05-04

ALLIANCE LAUNDRY HOLDINGS INC ALLIANCE LAUNDRY HOLDINGS INC10.1K sharesnew addition2026-03-312026-05-04

D DOMINION ENERGY INC COM3.4K sharesnew addition2026-03-312026-05-04

THO THOR INDS INC COM2.6K shares-12.30%2026-03-312026-05-04

VOOV VANGUARD S&P 500 VALUE ETF1.0K shares0.00%2026-03-312026-05-04

GLDM SPDR GOLD MINISHARES TRUST OF2.2K sharesnew addition2026-03-312026-05-04

BRC BRADY CORP CL A2.5K sharesnew addition2026-03-312026-05-04

Sponsored

RKT ROCKET COS INC CL A10.2K shares-7.87%2026-03-312026-05-04

BDRY1 U.S. GLOBAL NANOSPACE INC107.0K shares0.00%2026-03-312026-05-04

CANNABIS SCIENCE INC CANNABIS SCIENCE INC36.5K shares0.00%2026-03-312026-05-04

CGTV MEDIA GROUP, INC CGTV MEDIA GROUP, INC20.0K shares0.00%2026-03-312026-05-04

IJH

ISHARES CORE S&P MID CAP ETF

-3.87%

Shares5.8M

Event2026-03-31

Filed2026-05-04

ALPHABET INC CL A

-3.98%

Shares1.3M

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP COM

0.42%

Shares907.1K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-9.64%

Shares1.2M

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON.COM INC

-0.88%

Shares1.4M

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD FTSE DEVELOPED MARKET

6.37%

Shares4.4M

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-0.86%

Shares1.5M

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC CLASS A

-4.53%

Shares337

Event2026-03-31

Filed2026-05-04

MASTERCARD

-0.67%

Shares378.2K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD FTSE EMERGING MARKETS

3.55%

Shares3.5M

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC CLASS B

-3.92%

Shares355.0K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES CORE S&P SMALL CAP ETF

1.38%

Shares1.3M

Event2026-03-31

Filed2026-05-04

IVV

ISHARES CORE S&P 500 ETF

-9.96%

Shares232.2K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO COM

-0.93%

Shares493.1K

Event2026-03-31

Filed2026-05-04

UNP

UNION PACIFIC CORP COM

-14.76%

Shares594.2K

Event2026-03-31

Filed2026-05-04

ODFL

OLD DOMINION FREIGHT LINE, INC

-7.11%

Shares642.4K

Event2026-03-31

Filed2026-05-04

VISA INC. CLASS A

-0.55%

Shares405.8K

Event2026-03-31

Filed2026-05-04

CASY

CASEYS GEN STORES COM

-1.53%

Shares155.7K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COMPANIES COM

0.16%

Shares447.2K

Event2026-03-31

Filed2026-05-04