Sponsored
The Analysis of BROWN BROTHERS HARRIMAN & CO's Holdings & P&L
Currently, BROWN BROTHERS HARRIMAN & CO holds 1800 types of securities in its portfolio with a total value $18.6B. In the most recent quarter, they have increased their positions in IVV (+610.3K shares, valued at $398.6M), USB (+5.6M shares, valued at $293.4M), QLTY (+5.8M shares, valued at $211.6M); decreased their positions in N/A (-3.7M shares, valued at $197.2M), ADP (-668.8K shares, valued at $135.9M), MA (-265.3K shares, valued at $132.6M); initiated new positions in GBDC (+942.5K shares, valued at $11.9M), SEI (+210.0K shares, valued at $11.9M), OBDC (+852.0K shares, valued at $9.4M).
1M P&L
+418.1M+1.98%
3M P&L
+1.9B+9.51%
HY P&L
+3.5B+19.51%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A2.0B
14.3%
2Software - Infrastructure1.5B
10.4%
3Software - Application970.0M
7.0%
Top Industries by Stock Count
1N/A368 stocks
21.6%
2Banks - Regional88 stocks
5.2%
3Software - Application48 stocks
2.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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INVESCO QQQ TRUST SERIES 1 CL USD INC INVESCO QQQ TRUST SERIES 1 CL USD INC15.4K shares-10.61%2026-03-312026-05-14
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IVV
54.12%ISHARES CORE S&P 500 ETF
Shares1.7M
Event2026-03-31
Filed2026-05-14
ALPHABET INC-CL C
-6.28%ALPHABET INC-CL C
Shares2.8M
Event2026-03-31
Filed2026-05-14
MSFT
4.52%MICROSOFT CORP
Shares1.9M
Event2026-03-31
Filed2026-05-14
AAPL
16.18%APPLE INC
Shares2.7M
Event2026-03-31
Filed2026-05-14
AKRE FOCUS ETF
-23.73%AKRE FOCUS ETF
Shares12.0M
Event2026-03-31
Filed2026-05-14
BERKSHIRE HATHAWAY INC-CL B
1.30%BERKSHIRE HATHAWAY INC-CL B
Shares1.1M
Event2026-03-31
Filed2026-05-14
KLAC
-19.36%KLA CORP
Shares349.9K
Event2026-03-31
Filed2026-05-14
AMZN
1.76%AMAZON.COM INC
Shares2.3M
Event2026-03-31
Filed2026-05-14
BBH SELECT MID CAP ETF
-1.65%BBH SELECT MID CAP ETF
Shares42.0M
Event2026-03-31
Filed2026-05-14
BBH SELECT LARGE CAP ETF
5.91%BBH SELECT LARGE CAP ETF
Shares28.0M
Event2026-03-31
Filed2026-05-14
IEFA
44.16%ISHARES CORE MSCI EAFE ETF
Shares4.3M
Event2026-03-31
Filed2026-05-14
WM
0.01%WASTE MANAGEMENT INC
Shares1.7M
Event2026-03-31
Filed2026-05-14
MA
-26.80%MASTERCARD INC - A
Shares724.9K
Event2026-03-31
Filed2026-05-14
LINDE PLC
-0.34%LINDE PLC
Shares723.7K
Event2026-03-31
Filed2026-05-14
NVDA
16.44%NVIDIA CORP
Shares1.9M
Event2026-03-31
Filed2026-05-14
AMAT
-18.09%APPLIED MATERIALS INC
Shares879.1K
Event2026-03-31
Filed2026-05-14
USB
5441.04%US BANCORP
Shares5.7M
Event2026-03-31
Filed2026-05-14
QLTY
261.01%GMO U.S. QUALITY ETF
Shares8.1M
Event2026-03-31
Filed2026-05-14
ORCL
-15.85%ORACLE CORP
Shares1.9M
Event2026-03-31
Filed2026-05-14
PGR
25.34%PROGRESSIVE CORP
Shares1.3M
Event2026-03-31
Filed2026-05-14
EAGL
242.84%EAGLE CAPITAL SELECT EQTY
Shares8.2M
Event2026-03-31
Filed2026-05-14
WMT
2.27%WALMART INC
Shares1.9M
Event2026-03-31
Filed2026-05-14
COST
0.96%COSTCO WHOLESALE CORP
Shares234.0K
Event2026-03-31
Filed2026-05-14
LLY
33.33%ELI LILLY & CO
Shares245.6K
Event2026-03-31
Filed2026-05-14
AJG
0.63%ARTHUR J GALLAGHER & CO
Shares1.0M
Event2026-03-31
Filed2026-05-14
ALPHABET INC-CL A
8.78%ALPHABET INC-CL A
Shares589.5K
Event2026-03-31
Filed2026-05-14
SPY
1.12%STATE STREET SPDR S&P 500 ETF TRUST CL USD INC
Shares257.9K
Event2026-03-31
Filed2026-05-14
ZTS
-15.19%ZOETIS INC
Shares1.4M
Event2026-03-31
Filed2026-05-14
TMO
-26.38%THERMO FISHER SCIENTIFIC INC
Shares338.6K
Event2026-03-31
Filed2026-05-14
JPM
326.04%JPMORGAN CHASE & CO
Shares564.6K
Event2026-03-31
Filed2026-05-14
ALC
-12.37%ALCON INC
Shares2.1M
Event2026-03-31
Filed2026-05-14
ROK
27053.76%ROCKWELL AUTOMATION INC
Shares425.8K
Event2026-03-31
Filed2026-05-14
NKE
2.69%NIKE INC -CL B
Shares2.9M
Event2026-03-31
Filed2026-05-14
TXN
-7.03%TEXAS INSTRUMENTS INC
Shares774.1K
Event2026-03-31
Filed2026-05-14
CDNS
0.82%CADENCE DESIGN SYS INC
Shares540.3K
Event2026-03-31
Filed2026-05-14
MCD
34.90%MCDONALDS CORP
Shares480.2K
Event2026-03-31
Filed2026-05-14
JNJ
59.54%JOHNSON & JOHNSON
Shares601.3K
Event2026-03-31
Filed2026-05-14
PG
25.29%PROCTER & GAMBLE CO/THE
Shares966.5K
Event2026-03-31
Filed2026-05-14
BROADCOM INC
348.73%BROADCOM INC
Shares450.8K
Event2026-03-31
Filed2026-05-14
SPGI
-38.77%S&P GLOBAL INC
Shares319.1K
Event2026-03-31
Filed2026-05-14
ABT
-21.06%ABBOTT LABORATORIES
Shares1.2M
Event2026-03-31
Filed2026-05-14
BKNG
-51.27%BOOKING HOLDINGS INC
Shares29.2K
Event2026-03-31
Filed2026-05-14
IWM
283.95%ISHARES RUSSELL 2000 ETF ETF
Shares483.3K
Event2026-03-31
Filed2026-05-14
GWRE
-3.47%GUIDEWIRE SOFTWARE INC
Shares706.2K
Event2026-03-31
Filed2026-05-14
KO
28.18%COCA-COLA CO/THE
Shares1.4M
Event2026-03-31
Filed2026-05-14
ADI
22.22%ANALOG DEVICES INC
Shares323.0K
Event2026-03-31
Filed2026-05-14
BRK.A
0.00%BERKSHIRE HATHAWAY INC-CL A
Shares137
Event2026-03-31
Filed2026-05-14
PANW
3651.49%PALO ALTO NETWORKS INC
Shares600.4K
Event2026-03-31
Filed2026-05-14
WWD
-29.37%WOODWARD INC
Shares239.4K
Event2026-03-31
Filed2026-05-14
WSO
-2.16%WATSCO INC
Shares226.0K
Event2026-03-31
Filed2026-05-14
V
-12.46%VISA INC-CLASS A SHARES
Shares269.1K
Event2026-03-31
Filed2026-05-14
KEYS
-3.43%KEYSIGHT TECHNOLOGIES IN
Shares271.4K
Event2026-03-31
Filed2026-05-14
DAR
-15.49%DARLING INGREDIENTS INC
Shares1.2M
Event2026-03-31
Filed2026-05-14
WH
11.84%WYNDHAM HOTELS & RESORTS INC
Shares891.7K
Event2026-03-31
Filed2026-05-14
GFL
-4.22%GFL ENVIRONMENTAL INC-SUB VT
Shares1.7M
Event2026-03-31
Filed2026-05-14
GXO
-3.48%GXO LOGISTICS INC
Shares1.4M
Event2026-03-31
Filed2026-05-14
DE
4.63%DEERE AND CO
Shares125.9K
Event2026-03-31
Filed2026-05-14
PM
-8.54%PHILIP MORRIS INTERNATIONAL
Shares410.9K
Event2026-03-31
Filed2026-05-14
CBRE
-17.35%CBRE GROUP INC - A
Shares490.4K
Event2026-03-31
Filed2026-05-14
ARISTA NETWORKS INC
-2.06%ARISTA NETWORKS INC
Shares538.9K
Event2026-03-31
Filed2026-05-14
PH
2122.81%PARKER HANNIFIN CORP
Shares72.6K
Event2026-03-31
Filed2026-05-14
PERIMETER SOLUTIONS INC
15.46%PERIMETER SOLUTIONS INC
Shares2.6M
Event2026-03-31
Filed2026-05-14
ENTG
-9.45%ENTEGRIS INC
Shares541.9K
Event2026-03-31
Filed2026-05-14
HLT
5815.31%HILTON WORLDWIDE HLDGS
Shares208.3K
Event2026-03-31
Filed2026-05-14
ITT INC
4.60%ITT INC
Shares329.8K
Event2026-03-31
Filed2026-05-14
WMS
-3.92%ADVANCED DRAINAGE SYSTEMS IN
Shares455.6K
Event2026-03-31
Filed2026-05-14
ECL
36.26%ECOLAB INC
Shares231.4K
Event2026-03-31
Filed2026-05-14
OTIS
-36.01%OTIS WORLDWIDE CORP
Shares778.1K
Event2026-03-31
Filed2026-05-14
VMC
6.57%VULCAN MATERIALS CO
Shares213.9K
Event2026-03-31
Filed2026-05-14
IJR
-0.01%ISHARES CORE S&P SMALL-CAP ETF ETF
Shares466.0K
Event2026-03-31
Filed2026-05-14
WST
-5.10%WEST PHARMACEUTICAL SERVICES
Shares228.4K
Event2026-03-31
Filed2026-05-14
BLACKROCK INC
70.68%BLACKROCK INC
Shares58.8K
Event2026-03-31
Filed2026-05-14
PAY
36.13%PAYMENTUS HOLDINGS INC-A
Shares2.2M
Event2026-03-31
Filed2026-05-14
ISRG
1979.90%INTUITIVE SURGICAL INC
Shares115.5K
Event2026-03-31
Filed2026-05-14
BJ
-4.28%BJ'S WHOLESALE CLUB HOLDINGS
Shares536.8K
Event2026-03-31
Filed2026-05-14
UNP
2.68%UNION PACIFIC CORP
Shares210.8K
Event2026-03-31
Filed2026-05-14
ULS
-15.97%UL SOLUTIONS INC - CLASS A
Shares592.4K
Event2026-03-31
Filed2026-05-14
CSL
0.03%CARLISLE COS INC
Shares149.4K
Event2026-03-31
Filed2026-05-14
HAYW
523717.91%HAYWARD HOLDINGS INC
Shares3.6M
Event2026-03-31
Filed2026-05-14
HD
245.41%HOME DEPOT INC
Shares142.2K
Event2026-03-31
Filed2026-05-14
HEI.A
-3.99%HEICO CORP-CLASS A
Shares218.4K
Event2026-03-31
Filed2026-05-14
TTWO
-26.34%TAKE-TWO INTERACTIVE SOFTWRE
Shares233.3K
Event2026-03-31
Filed2026-05-14
XOM
25.61%EXXON MOBIL CORP
Shares270.2K
Event2026-03-31
Filed2026-05-14
ATR
8.06%APTARGROUP INC
Shares358.1K
Event2026-03-31
Filed2026-05-14
KAI
-0.00%KADANT INC
Shares151.8K
Event2026-03-31
Filed2026-05-14
LPLA
-21.86%LPL FINANCIAL HOLDINGS INC
Shares146.2K
Event2026-03-31
Filed2026-05-14
BRO
-1.29%BROWN & BROWN INC
Shares663.8K
Event2026-03-31
Filed2026-05-14
TW
14.87%TRADEWEB MARKETS INC-CLASS A
Shares351.4K
Event2026-03-31
Filed2026-05-14
HCA
1987.86%HCA HOLDINGS INC
Shares84.5K
Event2026-03-31
Filed2026-05-14
CCC
1.19%CCC INTELLIGENT SOLUTIONS HO
Shares6.6M
Event2026-03-31
Filed2026-05-14
IEMG
323.14%ISHARES CORE MSCI EMERGING
Shares478.6K
Event2026-03-31
Filed2026-05-14
ITW
-2.00%ILLINOIS TOOL WORKS
Shares124.2K
Event2026-03-31
Filed2026-05-14
NOW
-59.09%SERVICENOW INC
Shares301.2K
Event2026-03-31
Filed2026-05-14
INTA
9.85%INTAPP INC
Shares1.2M
Event2026-03-31
Filed2026-05-14
FOUR
-22.81%SHIFT4 PAYMENTS INC-CLASS A
Shares688.5K
Event2026-03-31
Filed2026-05-14
MERCK & CO. INC.
4.11%MERCK & CO. INC.
Shares239.8K
Event2026-03-31
Filed2026-05-14
BR
8891.58%BROADRIDGE FINANCIAL SOLUTIO
Shares165.4K
Event2026-03-31
Filed2026-05-14
GGG
3463.75%GRACO INC
Shares317.4K
Event2026-03-31
Filed2026-05-14
RTX
40.25%RAYTHEON TECHNOLOGIES CORP
Shares138.8K
Event2026-03-31
Filed2026-05-14
HUBBELL INC
9913.12%HUBBELL INC
Shares54.2K
Event2026-03-31
Filed2026-05-14
UNH
3.54%UNITEDHEALTH GROUP INC
Shares97.5K
Event2026-03-31
Filed2026-05-14
AZO
0.04%AUTOZONE INC
Shares7.8K
Event2026-03-31
Filed2026-05-14
EQT CORP
1.19%EQT CORP
Shares409.2K
Event2026-03-31
Filed2026-05-14
STT
0.59%STATE STREET CORP
Shares204.8K
Event2026-03-31
Filed2026-05-14
WSC
-5.58%WILLSCOT HOLDINGS CORP
Shares1.5M
Event2026-03-31
Filed2026-05-14
EFA
32.09%ISHARES MSCI EAFE ETF CL USD INC
Shares263.3K
Event2026-03-31
Filed2026-05-14
META
41.43%META PLATFORMS INC-CLASS A
Shares44.5K
Event2026-03-31
Filed2026-05-14
CVX
42.48%CHEVRON CORP
Shares122.9K
Event2026-03-31
Filed2026-05-14
ZBRA
1.28%ZEBRA TECHNOLOGIES CORP-CL A
Shares112.4K
Event2026-03-31
Filed2026-05-14
ABBV
7.47%ABBVIE INC
Shares106.4K
Event2026-03-31
Filed2026-05-14
MMC
2.89%MARSH & MCLENNAN COS
Shares126.3K
Event2026-03-31
Filed2026-05-14
NCNO
-18.48%NCINO INC
Shares1.5M
Event2026-03-31
Filed2026-05-14
VANGUARD S&P 500 ETF
-37.29%VANGUARD S&P 500 ETF
Shares34.9K
Event2026-03-31
Filed2026-05-14
GLD
1.43%SPDR GOLD TRUST
Shares47.3K
Event2026-03-31
Filed2026-05-14
FIRST CITIZENS BCSHS -CL A
-0.50%FIRST CITIZENS BCSHS -CL A
Shares10.6K
Event2026-03-31
Filed2026-05-14
IJH
1.61%ISHARES CORE S&P MIDCAP ETF
Shares295.0K
Event2026-03-31
Filed2026-05-14
IFF
0.53%INTL FLAVORS & FRAGRANCES
Shares254.8K
Event2026-03-31
Filed2026-05-14
ATNI
0.00%ATN INTERNATIONAL INC
Shares662.5K
Event2026-03-31
Filed2026-05-14
OEF
-5.25%ISHARES S&P 100 ETF CL USD INC
Shares54.5K
Event2026-03-31
Filed2026-05-14
TSLA
63.85%TESLA INC
Shares45.2K
Event2026-03-31
Filed2026-05-14
NVO
22.07%NOVO-NORDISK A/S-SPONS ADR
Shares433.3K
Event2026-03-31
Filed2026-05-14
DEO
273.57%DIAGEO PLC-SPONSORED ADR
Shares209.6K
Event2026-03-31
Filed2026-05-14
INVESCO S&P 500 EQUAL WEIGHT
-5.51%INVESCO S&P 500 EQUAL WEIGHT
Shares79.8K
Event2026-03-31
Filed2026-05-14
PEP
7.66%PEPSICO INC
Shares95.0K
Event2026-03-31
Filed2026-05-14
VTI
4.70%VANGUARD TOTAL STOCK MARKET VIPERS
Shares45.8K
Event2026-03-31
Filed2026-05-14
CSCO
32.50%CISCO SYSTEMS INC
Shares188.7K
Event2026-03-31
Filed2026-05-14
AXP
7.16%AMERICAN EXPRESS CO
Shares47.5K
Event2026-03-31
Filed2026-05-14
CERT
-33.39%CERTARA INC
Shares2.5M
Event2026-03-31
Filed2026-05-14
PRCS
157.43%PARNASSUS CORE SELECT ETF
Shares563.5K
Event2026-03-31
Filed2026-05-14
IBM
15.74%INTL BUSINESS MACHINES CORP
Shares53.9K
Event2026-03-31
Filed2026-05-14
BAC
3.55%BANK OF AMERICA CORP
Shares266.6K
Event2026-03-31
Filed2026-05-14
CMCSA
14.07%COMCAST CORP-CLASS A
Shares436.3K
Event2026-03-31
Filed2026-05-14
CAT
20.66%CATERPILLAR INC
Shares17.3K
Event2026-03-31
Filed2026-05-14
GBDC
NewGOLUB CAPITAL BDC INC
Shares942.5K
Event2026-03-31
Filed2026-05-14
SEI
NewSOLARIS ENERGY INFRASTRUCTUR
Shares210.0K
Event2026-03-31
Filed2026-05-14
SON
-2.06%SONOCO PRODUCTS CO
Shares217.3K
Event2026-03-31
Filed2026-05-14
NCDL
171.19%NUVEEN CHURCHILL DIRECT LEND
Shares922.0K
Event2026-03-31
Filed2026-05-14
AWK
7.48%AMERICAN WATER WORKS CO INC
Shares84.8K
Event2026-03-31
Filed2026-05-14
MEDTRONIC PLC
-5.97%MEDTRONIC PLC
Shares132.6K
Event2026-03-31
Filed2026-05-14
SLB
7.21%SCHLUMBERGER LTD
Shares221.0K
Event2026-03-31
Filed2026-05-14
VIG
-1.01%VANGUARD DIVIDEND APPRECIATION ETF ETF
Shares51.0K
Event2026-03-31
Filed2026-05-14
MDY
-1.88%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC
Shares16.9K
Event2026-03-31
Filed2026-05-14
CPRT
-4.68%COPART INC
Shares294.9K
Event2026-03-31
Filed2026-05-14
MO
24.10%ALTRIA GROUP INC
Shares148.3K
Event2026-03-31
Filed2026-05-14
KMB
164.41%KIMBERLY-CLARK CORP
Shares100.4K
Event2026-03-31
Filed2026-05-14
PFE
64.35%PFIZER INC
Shares344.5K
Event2026-03-31
Filed2026-05-14
OBDC
NewBLUE OWL CAPITAL CORP
Shares852.0K
Event2026-03-31
Filed2026-05-14
SHEL
9.05%SHELL PLC-ADR
Shares99.9K
Event2026-03-31
Filed2026-05-14
GRBK
0.00%GREEN BRICK PARTNERS INC
Shares141.6K
Event2026-03-31
Filed2026-05-14
AMGN
26.62%AMGEN INC
Shares25.9K
Event2026-03-31
Filed2026-05-14
NVS
16.86%NOVARTIS AG-SPONSORED ADR
Shares59.3K
Event2026-03-31
Filed2026-05-14
INVESCO QQQ TRUST SERIES 1 CL USD INC
-10.61%INVESCO QQQ TRUST SERIES 1 CL USD INC
Shares15.4K
Event2026-03-31
Filed2026-05-14
ICE
12.89%INTERCONTINENTALEXCHANGE GRO COM
Shares55.0K
Event2026-03-31
Filed2026-05-14
NFLX
90.37%NETFLIX INC
Shares89.1K
Event2026-03-31
Filed2026-05-14
EOG
15.65%EOG RESOURCES INC
Shares58.5K
Event2026-03-31
Filed2026-05-14
ADP
-94.19%AUTOMATIC DATA PROCESSING
Shares41.3K
Event2026-03-31
Filed2026-05-14
BROS
0.00%DUTCH BROS INC-CLASS A
Shares165.3K
Event2026-03-31
Filed2026-05-14
WEST
0.00%Westrock Coffee Co
Shares1.9M
Event2026-03-31
Filed2026-05-14
LOW
-3.96%LOWE'S COS INC
Shares33.5K
Event2026-03-31
Filed2026-05-14
BXSL
3245.64%BLACKSTONE SECURED LENDING F
Shares331.9K
Event2026-03-31
Filed2026-05-14
EMR
3.47%EMERSON ELECTRIC CO
Shares59.4K
Event2026-03-31
Filed2026-05-14
BA
43.71%BOEING CO/THE
Shares37.9K
Event2026-03-31
Filed2026-05-14
FDX
7.65%FEDEX CORP
Shares21.1K
Event2026-03-31
Filed2026-05-14
GENERAL ELECTRIC CO COM STOCK
22.79%GENERAL ELECTRIC CO COM STOCK
Shares26.4K
Event2026-03-31
Filed2026-05-14
TPL
2.54%TEXAS PACIFIC LAND CORP
Shares15.2K
Event2026-03-31
Filed2026-05-14
LMT
-41.30%LOCKHEED MARTIN CORP
Shares11.4K
Event2026-03-31
Filed2026-05-14
CATH
59.30%GLOBAL X S&P 500 CA VAL ETF
Shares86.4K
Event2026-03-31
Filed2026-05-14
VYM
6.64%VANGUARD HIGH DVD YIELD ETF
Shares45.4K
Event2026-03-31
Filed2026-05-14
GEV
36.13%GE VERNOVA LLC
Shares7.7K
Event2026-03-31
Filed2026-05-14
NEE
36.75%NEXTERA ENERGY INC
Shares71.0K
Event2026-03-31
Filed2026-05-14
TSM
-1.59%TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/
Shares19.4K
Event2026-03-31
Filed2026-05-14
GS
17.99%GOLDMAN SACHS GROUP INC
Shares7.7K
Event2026-03-31
Filed2026-05-14
TJX
22.81%TJX COMPANIES INC
Shares40.7K
Event2026-03-31
Filed2026-05-14
IWF
-1.96%ISHARES TR RUSSELL 1000 GROWTH INDEX FUND
Shares15.0K
Event2026-03-31
Filed2026-05-14
ONB
-5.23%OLD NATIONAL BANCORP
Shares288.4K
Event2026-03-31
Filed2026-05-14
CRM
19.31%SALESFORCE.COM INC
Shares34.0K
Event2026-03-31
Filed2026-05-14
AMD
54.36%ADVANCED MICRO DEVICES
Shares30.8K
Event2026-03-31
Filed2026-05-14
MU
79.95%MICRON TECHNOLOGY INC
Shares18.3K
Event2026-03-31
Filed2026-05-14
COP
264.78%CONOCOPHILLIPS
Shares46.7K
Event2026-03-31
Filed2026-05-14
PHYS
-23.72%SPROTT PHYSICAL GOLD TRUST
Shares172.9K
Event2026-03-31
Filed2026-05-14
IWD
-2.91%ISHARES TR RUSSELL 1000 VALUE INDEX FUND
Shares28.1K
Event2026-03-31
Filed2026-05-14
NHC
-13.78%NATIONAL HEALTHCARE CORP
Shares37.5K
Event2026-03-31
Filed2026-05-14
LAM RESEARCH CORP COM NEW
33.91%LAM RESEARCH CORP COM NEW
Shares28.1K
Event2026-03-31
Filed2026-05-14
BMY
16.48%BRISTOL-MYERS SQUIBB CO
Shares98.4K
Event2026-03-31
Filed2026-05-14
VUG
-1.31%VANGUARD GROWTH ETF
Shares13.6K
Event2026-03-31
Filed2026-05-14
CARR
98.35%CARRIER GLOBAL CORP
Shares104.3K
Event2026-03-31
Filed2026-05-14
UPS
6.74%UNITED PARCEL SERVICE-CL B
Shares59.6K
Event2026-03-31
Filed2026-05-14
SDY
6.54%SPDR S&P DIVIDEND ETF ETF
Shares39.8K
Event2026-03-31
Filed2026-05-14
DLN
-0.43%WISDOMTREE US LARGECAP DIVID
Shares64.6K
Event2026-03-31
Filed2026-05-14
MS
21.17%MORGAN STANLEY
Shares34.9K
Event2026-03-31
Filed2026-05-14
HON
24.34%HONEYWELL INTERNATIONAL INC
Shares25.4K
Event2026-03-31
Filed2026-05-14
T
57.20%AT&T INC
Shares196.4K
Event2026-03-31
Filed2026-05-14
VO
-6.99%VANGUARD MID-CAP ETF
Shares19.4K
Event2026-03-31
Filed2026-05-14
XLV
0.08%HEALTH CARE SELECT SECTOR SPDR
Shares37.9K
Event2026-03-31
Filed2026-05-14
PLTR
70.09%PALANTIR TECHNOLOGIES INC-A
Shares37.1K
Event2026-03-31
Filed2026-05-14
VWO
-8.22%VANGUARD FTSE EMERGING MARKETS
Shares98.7K
Event2026-03-31
Filed2026-05-14
PWR
21.66%QUANTA SERVICES INC
Shares9.6K
Event2026-03-31
Filed2026-05-14
MCO
-64.81%MOODY'S CORP
Shares11.8K
Event2026-03-31
Filed2026-05-14
IOO
-1.81%ISHARES GLOBAL 100 ETF
Shares42.4K
Event2026-03-31
Filed2026-05-14
GLDM
0.00%SPDR GOLD MINISHARES TRUST
Shares53.3K
Event2026-03-31
Filed2026-05-14
ADBE
-94.05%ADOBE INC
Shares20.1K
Event2026-03-31
Filed2026-05-14
QCOM
14.13%QUALCOMM INC
Shares37.5K
Event2026-03-31
Filed2026-05-14
EATON CORP PLC
46.13%EATON CORP PLC
Shares13.3K
Event2026-03-31
Filed2026-05-14
SYK
43.13%STRYKER CORP
Shares14.4K
Event2026-03-31
Filed2026-05-14
PNC
84.68%PNC FINANCIAL SERVICES GROUP
Shares22.7K
Event2026-03-31
Filed2026-05-14
BLACKSTONE INC
7.05%BLACKSTONE INC
Shares41.0K
Event2026-03-31
Filed2026-05-14
DIS
6.57%WALT DISNEY CO/THE
Shares48.5K
Event2026-03-31
Filed2026-05-14
CL
19.77%COLGATE-PALMOLIVE CO
Shares54.1K
Event2026-03-31
Filed2026-05-14
SCHD
4.56%SCHWAB US DVD EQUITY ETF
Shares148.0K
Event2026-03-31
Filed2026-05-14
CTVA
7.62%CORTEVA INC
Shares54.1K
Event2026-03-31
Filed2026-05-14
CB
40.79%CHUBB LTD
Shares13.8K
Event2026-03-31
Filed2026-05-14
WFC
2.82%WELLS FARGO & CO
Shares56.3K
Event2026-03-31
Filed2026-05-14
GWW
4.04%WW GRAINGER INC
Shares4.0K
Event2026-03-31
Filed2026-05-14
SPHQ
-18.92%INVESCO S&P 500 QUALITY ETF
Shares56.8K
Event2026-03-31
Filed2026-05-14
VZ
79.02%VERIZON COMMUNICATIONS INC
Shares84.7K
Event2026-03-31
Filed2026-05-14
CBT
-0.80%CABOT CORP
Shares55.7K
Event2026-03-31
Filed2026-05-14
MMM
7.07%3M CO
Shares28.4K
Event2026-03-31
Filed2026-05-14
WAL
23.40%WESTERN ALLIANCE BANCORP
Shares58.0K
Event2026-03-31
Filed2026-05-14
BABA
2.04%ALIBABA GROUP HOLDING-SP ADR
Shares32.5K
Event2026-03-31
Filed2026-05-14
CSX
369.77%CSX CORP
Shares97.5K
Event2026-03-31
Filed2026-05-14
OWL
13928.02%BLUE OWL CAPITAL INC
Shares434.6K
Event2026-03-31
Filed2026-05-14
CITIGROUP INC
59.99%CITIGROUP INC
Shares34.3K
Event2026-03-31
Filed2026-05-14
DUKE ENERGY CORP
30.33%DUKE ENERGY CORP
Shares29.7K
Event2026-03-31
Filed2026-05-14
APD
14.93%AIR PRODUCTS & CHEMICALS INC
Shares13.4K
Event2026-03-31
Filed2026-05-14
MQY
NewBLACKROCK MUNIYIELD QUALITY
Shares351.2K
Event2026-03-31
Filed2026-05-14
CME
28.57%CME GROUP INC
Shares13.0K
Event2026-03-31
Filed2026-05-14
WTFC
37047.30%WINTRUST FINANCIAL CORP
Shares27.5K
Event2026-03-31
Filed2026-05-14
AOS
-4.24%SMITH (A.O.) CORP
Shares57.2K
Event2026-03-31
Filed2026-05-14
IWB
0.00%ISHARES RUSSELL 1000 ETF
Shares10.4K
Event2026-03-31
Filed2026-05-14
SBUX
23.62%STARBUCKS CORP
Shares40.6K
Event2026-03-31
Filed2026-05-14
VONG
-5.58%VANGUARD RUSSELL 1000 GROWTH
Shares32.5K
Event2026-03-31
Filed2026-05-14
SHW
9.04%SHERWIN-WILLIAMS CO/THE
Shares11.0K
Event2026-03-31
Filed2026-05-14
SPYX
0.00%SPDR S&P 500 FOSSIL FUEL RES
Shares65.9K
Event2026-03-31
Filed2026-05-14
SYY
-7.62%SYSCO CORP
Shares48.8K
Event2026-03-31
Filed2026-05-14
THE CIGNA GROUP
4.53%THE CIGNA GROUP
Shares12.9K
Event2026-03-31
Filed2026-05-14
POST
279.85%POST HOLDINGS INC
Shares34.6K
Event2026-03-31
Filed2026-05-14
WMB
13.94%WILLIAMS COS INC
Shares46.2K
Event2026-03-31
Filed2026-05-14
DHR
-0.34%DANAHER CORP
Shares17.7K
Event2026-03-31
Filed2026-05-14
GLW
29.65%CORNING INC
Shares24.6K
Event2026-03-31
Filed2026-05-14
SCHW
55.44%SCHWAB (CHARLES) CORP
Shares35.5K
Event2026-03-31
Filed2026-05-14
VEA
-0.40%VANGUARD FTSE DEVELOPED ETF
Shares51.2K
Event2026-03-31
Filed2026-05-14
CMI
12.61%CUMMINS INC
Shares6.1K
Event2026-03-31
Filed2026-05-14
NEM
27.63%NEWMONT MINING CORP
Shares30.3K
Event2026-03-31
Filed2026-05-14
L
75.35%LOEWS CORP
Shares30.7K
Event2026-03-31
Filed2026-05-14
QUAL
0.44%ISHARES MSCI USA QUALITY FAC
Shares16.8K
Event2026-03-31
Filed2026-05-14
SO
34.57%SOUTHERN CO/THE
Shares32.9K
Event2026-03-31
Filed2026-05-14
ALB
-18.94%ALBEMARLE CORP
Shares17.6K
Event2026-03-31
Filed2026-05-14
TGT
16.71%TARGET CORP
Shares25.7K
Event2026-03-31
Filed2026-05-14
INTU
26.78%INTUIT INC
Shares7.2K
Event2026-03-31
Filed2026-05-14
INTC
82.68%INTEL CORP
Shares69.4K
Event2026-03-31
Filed2026-05-14
MAR
34.11%MARRIOTT INTERNATIONAL -CL A
Shares9.3K
Event2026-03-31
Filed2026-05-14
AMT
17.91%AMERICAN TOWER CORP
Shares17.6K
Event2026-03-31
Filed2026-05-14
IGSB
NewISHARES 1-5Y INV GRADE CORP
Shares57.3K
Event2026-03-31
Filed2026-05-14
TDG
-50.07%TRANSDIGM GROUP INC
Shares2.6K
Event2026-03-31
Filed2026-05-14
COF
4.75%CAPITAL ONE FINANCIAL CORP
Shares16.3K
Event2026-03-31
Filed2026-05-14
VV
0.00%VANGUARD LARGE-CAP ETF
Shares10.0K
Event2026-03-31
Filed2026-05-14
ACCENTURE PLC-CL A
-0.61%ACCENTURE PLC-CL A
Shares14.9K
Event2026-03-31
Filed2026-05-14
DGRO
-2.46%ISHARES CORE DIVIDEND GROWTH
Shares40.9K
Event2026-03-31
Filed2026-05-14
TMUS
55.71%T-MOBILE US INC
Shares13.6K
Event2026-03-31
Filed2026-05-14
ASML
1.94%ASML HOLDING NV-NY REG SHS
Shares2.2K
Event2026-03-31
Filed2026-05-14
ESGD
6.34%ISHARES TRUST ISHARES ESG AW
Shares29.8K
Event2026-03-31
Filed2026-05-14
FLEETCOR TECHNOLOGIES INC
0.19%FLEETCOR TECHNOLOGIES INC
Shares9.6K
Event2026-03-31
Filed2026-05-14
IWS
-0.04%ISHARES RUSSELL MIDCAP VALUE INDEX FUND
Shares19.1K
Event2026-03-31
Filed2026-05-14
ISHARES GOLD TRUST
-12.42%ISHARES GOLD TRUST
Shares31.1K
Event2026-03-31
Filed2026-05-14
NSC
5.25%NORFOLK SOUTHERN CORP
Shares9.5K
Event2026-03-31
Filed2026-05-14
VTWO
0.00%VANGUARD RUSSELL 2000 ETF
Shares27.2K
Event2026-03-31
Filed2026-05-14
GILD
95.84%GILEAD SCIENCES INC
Shares19.5K
Event2026-03-31
Filed2026-05-14
IVW
-10.19%ISHARES S&P 500 GROWTH ETF
Shares23.9K
Event2026-03-31
Filed2026-05-14
OBT
0.00%ORANGE COUNTY BANCORP INC
Shares84.4K
Event2026-03-31
Filed2026-05-14
COWZ
0.00%PACER US CASH COWS 100 ETF
Shares42.7K
Event2026-03-31
Filed2026-05-14
CGGO
0.00%CAPITAL GROUP GLOBAL GROWTH
Shares79.3K
Event2026-03-31
Filed2026-05-14
GENERAL DYNAMICS CORP
32.07%GENERAL DYNAMICS CORP
Shares7.6K
Event2026-03-31
Filed2026-05-14
VRTX
29.22%VERTEX PHARMACEUTICALS INC
Shares5.8K
Event2026-03-31
Filed2026-05-14
NTRS
17.36%NORTHERN TRUST CORP
Shares18.2K
Event2026-03-31
Filed2026-05-14
CTRA
-77.78%COTERRA ENERGY INC
Shares71.1K
Event2026-03-31
Filed2026-05-14
TT
43.06%INGERSOLL-RAND PLC
Shares6.0K
Event2026-03-31
Filed2026-05-14
FNDX
0.00%SCHWAB FNDMNTL US LRG CO ETF
Shares89.0K
Event2026-03-31
Filed2026-05-14
SCHX
0.83%SCHWAB US LARGE-CAP ETF
Shares94.5K
Event2026-03-31
Filed2026-05-14
FNDF
0.00%SCHWAB FNDMN INTL LRG CO ETF
Shares49.0K
Event2026-03-31
Filed2026-05-14
VXUS
9.19%VANGUARD TOTAL INTL STOCK
Shares30.9K
Event2026-03-31
Filed2026-05-14
ADSK
44.08%AUTODESK INC
Shares9.7K
Event2026-03-31
Filed2026-05-14
INVH
2.88%INVITATION HOMES INC
Shares91.2K
Event2026-03-31
Filed2026-05-14
MCK
52.72%MCKESSON CORP
Shares2.6K
Event2026-03-31
Filed2026-05-14
BN
-0.28%BROOKFIELD CORP /CAD/
Shares55.8K
Event2026-03-31
Filed2026-05-14
BSX
107.91%BOSTON SCIENTIFIC CORP
Shares36.0K
Event2026-03-31
Filed2026-05-14
RACE
-0.06%FERRARI NV
Shares6.6K
Event2026-03-31
Filed2026-05-14
AEP
21.75%AMERICAN ELECTRIC POWER
Shares17.0K
Event2026-03-31
Filed2026-05-14
AME
10.39%AMETEK INC
Shares10.3K
Event2026-03-31
Filed2026-05-14
PCVX
0.00%VAXCYTE INC
Shares38.0K
Event2026-03-31
Filed2026-05-14
WTS
-49.82%WATTS WATER TECHNOLOGIES-A
Shares7.6K
Event2026-03-31
Filed2026-05-14
BXMT
0.00%BLACKSTONE MORTGAGE TRU-CL A
Shares114.0K
Event2026-03-31
Filed2026-05-14
KMI
17.23%KINDER MORGAN INC
Shares65.1K
Event2026-03-31
Filed2026-05-14
MLM
3.67%MARTIN MARIETTA MATERIALS
Shares3.7K
Event2026-03-31
Filed2026-05-14
IWP
-0.06%ISHARES RUSSELL MIDCAP GRWTH
Shares17.0K
Event2026-03-31
Filed2026-05-14
NOC
49.20%NORTHROP GRUMMAN CORP
Shares3.2K
Event2026-03-31
Filed2026-05-14
EPD
9.96%ENTERPRISE PRODUCTS PARTNERS
Shares57.4K
Event2026-03-31
Filed2026-05-14
VICI
16.34%VICI PROPERTIES INC
Shares78.8K
Event2026-03-31
Filed2026-05-14
AON PLC
16.82%AON PLC
Shares6.6K
Event2026-03-31
Filed2026-05-14
DFUS
0.00%DIMENSIONAL US EQ MKT ETF
Shares29.9K
Event2026-03-31
Filed2026-05-14
USPH
0.00%U.S. PHYSICAL THERAPY INC
Shares28.2K
Event2026-03-31
Filed2026-05-14
JCI
30.90%JOHNSON CONTROLS INTERNATION
Shares16.1K
Event2026-03-31
Filed2026-05-14
IWV
-9.79%ISHARES RUSSELL 3000 ETF
Shares5.7K
Event2026-03-31
Filed2026-05-14
TE CONNECTIVITY PLC
-6.87%TE CONNECTIVITY PLC
Shares9.9K
Event2026-03-31
Filed2026-05-14
UBER
139.87%UBER TECHNOLOGIES INC
Shares28.7K
Event2026-03-31
Filed2026-05-14
FAST
16.88%FASTENAL CO
Shares44.3K
Event2026-03-31
Filed2026-05-14
FITB
20.74%FIFTH THIRD BANCORP
Shares44.2K
Event2026-03-31
Filed2026-05-14
CEFA
18.70%GLOBAL X S&P CATH VAL DEVEL
Shares54.6K
Event2026-03-31
Filed2026-05-14
VXF
-0.13%VANGUARD EXTENDED MARKET ETF
Shares9.8K
Event2026-03-31
Filed2026-05-14
VTV
-0.17%VANGUARD VALUE ETF
Shares10.2K
Event2026-03-31
Filed2026-05-14
AFL
10.92%AFLAC INC
Shares18.1K
Event2026-03-31
Filed2026-05-14
STZ
470.20%CONSTELLATION BRANDS INC-A
Shares13.2K
Event2026-03-31
Filed2026-05-14
MNST
1.50%MONSTER BEVERAGE CORP
Shares27.0K
Event2026-03-31
Filed2026-05-14
O
26.16%REALTY INCOME CORP
Shares31.8K
Event2026-03-31
Filed2026-05-14
PLD
85.59%PROLOGIS INC
Shares14.6K
Event2026-03-31
Filed2026-05-14
ETR
12.29%ENTERGY CORP
Shares17.1K
Event2026-03-31
Filed2026-05-14
BXP
5.18%BXP INC
Shares36.9K
Event2026-03-31
Filed2026-05-14
CTAS
4.71%CINTAS CORP
Shares11.3K
Event2026-03-31
Filed2026-05-14
SNPS
18.14%SYNOPSYS INC
Shares4.8K
Event2026-03-31
Filed2026-05-14
TFC
34.75%TRUIST BANK
Shares41.4K
Event2026-03-31
Filed2026-05-14
TRGP
25.61%TARGA RESOURCES CORP
Shares7.6K
Event2026-03-31
Filed2026-05-14
IVE
-19.28%ISHARES S&P 500/BARRA VALUE
Shares8.9K
Event2026-03-31
Filed2026-05-14
BK
78.04%BANK OF NEW YORK MELLON CORP
Shares15.9K
Event2026-03-31
Filed2026-05-14
APH
74.19%AMPHENOL CORP-CL A
Shares14.9K
Event2026-03-31
Filed2026-05-14
MPC
46.22%MARATHON PETROLEUM CORP
Shares7.7K
Event2026-03-31
Filed2026-05-14
PYPL
13.91%PAYPAL HOLDINGS INC
Shares41.1K
Event2026-03-31
Filed2026-05-14
MBB
-0.01%ISHARES MBS ETF
Shares19.5K
Event2026-03-31
Filed2026-05-14
CEG
56.27%CONSTELLATION ENERGY - W/I
Shares6.6K
Event2026-03-31
Filed2026-05-14
EUSA
NewISHARES MSCI USA EQUAL WEIGH
Shares18.1K
Event2026-03-31
Filed2026-05-14
WELL
131.07%WELLTOWER INC
Shares9.2K
Event2026-03-31
Filed2026-05-14
ALL
40.23%ALLSTATE CORP
Shares8.7K
Event2026-03-31
Filed2026-05-14
GS ENHANCED US EQUITY ETF
0.00%GS ENHANCED US EQUITY ETF
Shares46.1K
Event2026-03-31
Filed2026-05-14
VLO
51.32%VALERO ENERGY CORP
Shares7.2K
Event2026-03-31
Filed2026-05-14
VOOV
53.57%VANGUARD S&P 500 VALUE ETF
Shares8.7K
Event2026-03-31
Filed2026-05-14
BWIN
48787.88%BALDWIN INSURANCE GROUP INC/
Shares80.7K
Event2026-03-31
Filed2026-05-14
WAB
40.10%WABTEC CORP
Shares7.1K
Event2026-03-31
Filed2026-05-14
VEU
-16.79%VANGUARD FTSE ALL-WORLD EX-U
Shares23.0K
Event2026-03-31
Filed2026-05-14
EIPI
-19.22%FT ENERGY INCOME ETF
Shares76.2K
Event2026-03-31
Filed2026-05-14
FNDE
0.00%SCHWAB FNDMNTL EM MRK EQ ETF
Shares44.2K
Event2026-03-31
Filed2026-05-14
PPA
0.00%INVESCO AEROSPACE & DEFENSE
Shares10.2K
Event2026-03-31
Filed2026-05-14
DELL
63.35%DELL TECHNOLOGIES -C
Shares10.2K
Event2026-03-31
Filed2026-05-14
RSG
26.19%REPUBLIC SERVICES INC
Shares7.6K
Event2026-03-31
Filed2026-05-14
ROP
76.46%ROPER INDUSTRIES INC
Shares4.7K
Event2026-03-31
Filed2026-05-14
VGT
0.00%VANGUARD INFO TECH ETF
Shares2.4K
Event2026-03-31
Filed2026-05-14
EL
1098.54%ESTEE LAUDER COMPANIES-CL A
Shares23.0K
Event2026-03-31
Filed2026-05-14
EQIX
250.63%EQUINIX INC
Shares1.7K
Event2026-03-31
Filed2026-05-14
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares8.3K
Event2026-03-31
Filed2026-05-14
KR
23.14%KROGER CO
Shares22.3K
Event2026-03-31
Filed2026-05-14
HIG
14.55%HARTFORD FINANCIAL SVCS GRP
Shares11.9K
Event2026-03-31
Filed2026-05-14
BDX
4.07%BECTON DICKINSON AND CO
Shares10.0K
Event2026-03-31
Filed2026-05-14
UBS
139.99%UBS GROUP AG- REG
Shares40.1K
Event2026-03-31
Filed2026-05-14
APP
112.92%APPLOVIN CORP-CLASS A
Shares3.9K
Event2026-03-31
Filed2026-05-14
FBTC
-0.90%FIDELITY WISE ORIGIN BITCOIN
Shares26.4K
Event2026-03-31
Filed2026-05-14
FCX
108.90%FREEPORT-MCMORAN INC
Shares26.4K
Event2026-03-31
Filed2026-05-14
WDC
92.31%WESTERN DIGITAL CORP
Shares5.7K
Event2026-03-31
Filed2026-05-14
SATS
3.26%ECHOSTAR CORP-A
Shares12.9K
Event2026-03-31
Filed2026-05-14
MDLZ
60.14%MONDELEZ INTERNATIONAL INC-A
Shares26.2K
Event2026-03-31
Filed2026-05-14
GIS
-1.09%GENERAL MILLS INC
Shares40.4K
Event2026-03-31
Filed2026-05-14
ACU
0.00%ACME UNITED CORP
Shares33.4K
Event2026-03-31
Filed2026-05-14
QNITY ELECTRONICS INC. COMMON
20.95%QNITY ELECTRONICS INC. COMMON
Shares12.9K
Event2026-03-31
Filed2026-05-14
ROST
-2.08%ROSS STORES INC
Shares6.8K
Event2026-03-31
Filed2026-05-14
CRWD
92.82%CROWDSTRIKE HOLDINGS INC - A
Shares3.8K
Event2026-03-31
Filed2026-05-14
RVMD
NewREVOLUTION MEDICINES INC
Shares15.0K
Event2026-03-31
Filed2026-05-14
XMHQ
0.00%INVESCO S&P MIDCAP QUAL ETF
Shares14.0K
Event2026-03-31
Filed2026-05-14
FTNT
100.28%FORTINET INC
Shares17.4K
Event2026-03-31
Filed2026-05-14
MET
13.44%METLIFE INC
Shares19.9K
Event2026-03-31
Filed2026-05-14
SNDK
196.38%SANDISK CORP
Shares2.2K
Event2026-03-31
Filed2026-05-14
ACGL
151.89%ARCH CAPITAL GROUP LTD
Shares14.6K
Event2026-03-31
Filed2026-05-14
REGN
69.20%REGENERON PHARMACEUTICALS
Shares1.8K
Event2026-03-31
Filed2026-05-14
SEAGATE TECHNOLOGY HOLDINGS
90.20%SEAGATE TECHNOLOGY HOLDINGS
Shares3.6K
Event2026-03-31
Filed2026-05-14
FNDB
0.00%SCHWAB FUNDAMENTAL BROAD MKT
Shares51.2K
Event2026-03-31
Filed2026-05-14
IXUS
4.46%ISHARES CORE INTL STOCK ETF
Shares16.1K
Event2026-03-31
Filed2026-05-14
AMP
42.03%AMERIPRISE FINANCIAL INC
Shares3.1K
Event2026-03-31
Filed2026-05-14
MELI
10.55%MERCADOLIBRE INC
Shares786
Event2026-03-31
Filed2026-05-14
SPTM
-0.01%SPDR PORT TTL STCK MRKT
Shares16.9K
Event2026-03-31
Filed2026-05-14
KEX
0.00%KIRBY CORP
Shares10.0K
Event2026-03-31
Filed2026-05-14
ET
9.24%ENERGY TRANSFER EQUITY LP
Shares68.5K
Event2026-03-31
Filed2026-05-14
OKE
34.82%ONEOK INC
Shares14.6K
Event2026-03-31
Filed2026-05-14
AMERISOURCEBERGEN CORP
-6.87%AMERISOURCEBERGEN CORP
Shares4.2K
Event2026-03-31
Filed2026-05-14
ORLY
28.91%O'REILLY AUTOMOTIVE INC
Shares14.2K
Event2026-03-31
Filed2026-05-14
XLK
1.78%TECHNOLOGY SELECT SECTOR FUND SPDR
Shares9.8K
Event2026-03-31
Filed2026-05-14
HWM
87.86%HOWMET AEROSPACE INC
Shares5.6K
Event2026-03-31
Filed2026-05-14
COFS
0.00%CHOICEONE FINANCIAL SVCS INC
Shares45.8K
Event2026-03-31
Filed2026-05-14
CVS
32.30%CVS HEALTH CORPORATION
Shares17.5K
Event2026-03-31
Filed2026-05-14
PSX
84.71%PHILLIPS 66 COM STK
Shares6.8K
Event2026-03-31
Filed2026-05-14
GM
48.29%GENERAL MOTORS CO
Shares16.6K
Event2026-03-31
Filed2026-05-14
VB
-14.83%VANGUARD SMALL-CAP VIPERS
Shares4.7K
Event2026-03-31
Filed2026-05-14
TRV
86.57%TRAVELERS COS INC/THE
Shares4.2K
Event2026-03-31
Filed2026-05-14
IDXX
69.36%IDEXX LABORATORIES INC
Shares2.2K
Event2026-03-31
Filed2026-05-14
SRE
98.97%SEMPRA ENERGY
Shares12.6K
Event2026-03-31
Filed2026-05-14
NXPI
-2.04%NXP SEMICONDUCTORS NV
Shares6.2K
Event2026-03-31
Filed2026-05-14
YUM
43.46%YUM! BRANDS INC
Shares7.8K
Event2026-03-31
Filed2026-05-14
LHX
88.73%L3HARRIS TECHNOLOGIES INC
Shares3.5K
Event2026-03-31
Filed2026-05-14
DOW
50.57%DOW CHEMICAL CO/THE
Shares28.6K
Event2026-03-31
Filed2026-05-14
MTD
15.83%METTLER-TOLEDO INTERNATIONAL
Shares944
Event2026-03-31
Filed2026-05-14
PCAR
48.21%PACCAR INC
Shares10.2K
Event2026-03-31
Filed2026-05-14
CF
10.12%CF INDUSTRIES HOLDINGS INC
Shares9.1K
Event2026-03-31
Filed2026-05-14
SPG
77.65%SIMON PROPERTY GROUP INC
Shares6.3K
Event2026-03-31
Filed2026-05-14
DUPONT DE NEMOURS INC
10.28%DUPONT DE NEMOURS INC
Shares25.5K
Event2026-03-31
Filed2026-05-14
MSI
99.55%MOTOROLA SOLUTIONS INC
Shares2.7K
Event2026-03-31
Filed2026-05-14
DHI
36.66%DR HORTON INC
Shares8.5K
Event2026-03-31
Filed2026-05-14
D
37.40%DOMINION RESOURCES INC/VA
Shares18.7K
Event2026-03-31
Filed2026-05-14
INDB
-0.02%INDEPENDENT BANK CORP/MA
Shares15.4K
Event2026-03-31
Filed2026-05-14
BIIB
26.26%BIOGEN IDEC INC
Shares6.3K
Event2026-03-31
Filed2026-05-14
ECG
-10.46%EVERUS CONSTRUCTION GROUP
Shares9.8K
Event2026-03-31
Filed2026-05-14
LNG
22.40%CHENIERE ENERGY INC
Shares4.0K
Event2026-03-31
Filed2026-05-14
TRMB
118.05%TRIMBLE INC
Shares17.5K
Event2026-03-31
Filed2026-05-14
ODFL
254.94%OLD DOMINION FREIGHT LINE
Shares5.8K
Event2026-03-31
Filed2026-05-14
MTB
31.69%M & T BANK CORP
Shares5.5K
Event2026-03-31
Filed2026-05-14
DLR
157.26%DIGITAL REALTY TRUST INC
Shares6.1K
Event2026-03-31
Filed2026-05-14
IWR
0.32%ISHARES RUSSELL MIDCAP INDEX FUND
Shares11.2K
Event2026-03-31
Filed2026-05-14
EBAY
40.57%EBAY INC
Shares12.0K
Event2026-03-31
Filed2026-05-14
JBL
34.31%JABIL INC
Shares4.1K
Event2026-03-31
Filed2026-05-14
MCHP
-11.47%MICROCHIP TECHNOLOGY INC
Shares16.7K
Event2026-03-31
Filed2026-05-14
MUB
0.00%ISHARES NATIONAL MUNI BOND E
Shares10.1K
Event2026-03-31
Filed2026-05-14
PFS
-16.61%PROVIDENT FINANCIAL SERVICES
Shares50.3K
Event2026-03-31
Filed2026-05-14
PRMB
-17.76%PRIMO BRANDS CORP
Shares56.0K
Event2026-03-31
Filed2026-05-14
TSCO
44.89%TRACTOR SUPPLY COMPANY
Shares23.1K
Event2026-03-31
Filed2026-05-14
SCHV
0.00%SCHWAB US LARGE-CAP VALUE
Shares34.2K
Event2026-03-31
Filed2026-05-14
PJUL
0.00%INNOVATOR U.S. EQUITY POWER
Shares22.5K
Event2026-03-31
Filed2026-05-14
NDAQ
94.29%NASDAQ OMX GROUP/THE
Shares12.2K
Event2026-03-31
Filed2026-05-14
PHM
43.11%PULTEGROUP INC
Shares8.7K
Event2026-03-31
Filed2026-05-14
RY
0.00%ROYAL BANK OF CANADA
Shares6.3K
Event2026-03-31
Filed2026-05-14
AEM
113.18%AGNICO EAGLE MINES LTD
Shares5.0K
Event2026-03-31
Filed2026-05-14
KKR & CO INC
90.68%KKR & CO INC
Shares10.9K
Event2026-03-31
Filed2026-05-14
RTO
-49.54%RENTOKIL INITIAL PLC-SP ADR
Shares31.8K
Event2026-03-31
Filed2026-05-14
DVY
42.75%ISHARES DJ SELECT DIVIDEND FD
Shares6.5K
Event2026-03-31
Filed2026-05-14
MPLX
0.00%MPLX LP
Shares17.3K
Event2026-03-31
Filed2026-05-14
VRSK
81.48%VERISK ANALYTICS INC
Shares5.2K
Event2026-03-31
Filed2026-05-14
MGK
0.00%VANGUARD MEGA CAP GROWTH ETF
Shares2.7K
Event2026-03-31
Filed2026-05-14
PEG
24.60%PUBLIC SERVICE ENTERPRISE GP
Shares12.1K
Event2026-03-31
Filed2026-05-14
IP
19.93%INTERNATIONAL PAPER CO
Shares27.4K
Event2026-03-31
Filed2026-05-14
VTEB
-30.99%VANGUARD TAX-EXEMPT BOND ETF
Shares19.5K
Event2026-03-31
Filed2026-05-14
WBD
63.64%WARNER BROS DISCOVERY INC
Shares35.2K
Event2026-03-31
Filed2026-05-14
RCL
71.11%ROYAL CARIBBEAN CRUISES LTD
Shares3.5K
Event2026-03-31
Filed2026-05-14
RLI
4.56%RLI CORP
Shares16.9K
Event2026-03-31
Filed2026-05-14
EXC
123.48%EXELON CORP
Shares19.6K
Event2026-03-31
Filed2026-05-14
VST
43.70%VISTRA CORP
Shares6.4K
Event2026-03-31
Filed2026-05-14
IBB
0.00%ISHARES BIOTECHNOLOGY ETF
Shares5.6K
Event2026-03-31
Filed2026-05-14
LQD
0.00%ISHARES IBOXX INVESTMENT GRA
Shares8.7K
Event2026-03-31
Filed2026-05-14
ACWV
0.00%ISHARES MSCI GLOBAL MIN VOL
Shares7.9K
Event2026-03-31
Filed2026-05-14
LYV
76.37%LIVE NATION ENTERTAINMENT IN
Shares6.1K
Event2026-03-31
Filed2026-05-14
DAL
63.84%DELTA AIR LINES INC
Shares14.0K
Event2026-03-31
Filed2026-05-14
BCPC
-2.25%BALCHEM CORP
Shares5.5K
Event2026-03-31
Filed2026-05-14
MSCI
79.35%MSCI INC
Shares1.7K
Event2026-03-31
Filed2026-05-14
EXPD
8.46%EXPEDITORS INTL WASH INC
Shares6.5K
Event2026-03-31
Filed2026-05-14
III
-34.17%INFORMATION SERVICES GROUP
Shares241.2K
Event2026-03-31
Filed2026-05-14
APOLLO GLOBAL MANAGEMENT INC
29.31%APOLLO GLOBAL MANAGEMENT INC
Shares8.3K
Event2026-03-31
Filed2026-05-14
COIN
425.57%COINBASE GLOBAL INC -CLASS A
Shares5.3K
Event2026-03-31
Filed2026-05-14
CET
0.00%CENTRAL SECURITIES CORP
Shares18.4K
Event2026-03-31
Filed2026-05-14
WAT
252.43%WATERS CORP
Shares3.0K
Event2026-03-31
Filed2026-05-14
ABNB
247.72%AIRBNB INC-CLASS A
Shares7.2K
Event2026-03-31
Filed2026-05-14
DOV
30.72%DOVER CORP
Shares4.3K
Event2026-03-31
Filed2026-05-14
SHY
6.46%ISHARES 1-3 YEAR TREASURY BO
Shares10.9K
Event2026-03-31
Filed2026-05-14
DFUV
-0.33%DIMENSIONAL US MARKETWIDE VA
Shares18.6K
Event2026-03-31
Filed2026-05-14
FERGUSON ENTERPRISES INC
9.14%FERGUSON ENTERPRISES INC
Shares3.8K
Event2026-03-31
Filed2026-05-14
NUE
62.20%NUCOR CORP
Shares5.3K
Event2026-03-31
Filed2026-05-14
EW
126.86%EDWARDS LIFESCIENCES CORP
Shares11.1K
Event2026-03-31
Filed2026-05-14
WSM
25.90%WILLIAMS-SONOMA INC
Shares4.9K
Event2026-03-31
Filed2026-05-14
EA
52.46%ELECTRONIC ARTS INC
Shares4.3K
Event2026-03-31
Filed2026-05-14
OXY
56.50%OCCIDENTAL PETROLEUM CORP
Shares13.4K
Event2026-03-31
Filed2026-05-14
CINF
1.95%CINCINNATI FINANCIAL CORP
Shares5.5K
Event2026-03-31
Filed2026-05-14
PAYX
104.71%PAYCHEX INC
Shares9.4K
Event2026-03-31
Filed2026-05-14
BETZ
0.00%ROUNDHILL SPORTS BET & IGAM
Shares48.0K
Event2026-03-31
Filed2026-05-14
VT
-17.18%VANGUARD TOT WORLD STK ETF
Shares6.2K
Event2026-03-31
Filed2026-05-14
HAL
80.24%HALLIBURTON CO
Shares22.0K
Event2026-03-31
Filed2026-05-14
WPM
3.12%WHEATON PRECIOUS METALS CORP
Shares6.5K
Event2026-03-31
Filed2026-05-14
DTM
0.05%DT MIDSTREAM INC
Shares6.3K
Event2026-03-31
Filed2026-05-14
RSPT
-3.88%INVESCO S&P 500 EQUAL WEIGHT
Shares18.6K
Event2026-03-31
Filed2026-05-14
IJS
-18.13%ISHARES S&P SMALL-CAP 600 VA
Shares7.0K
Event2026-03-31
Filed2026-05-14
SFBS
0.00%SERVISFIRST BANCSHARES INC
Shares11.4K
Event2026-03-31
Filed2026-05-14
TER
50.86%TERADYNE INC
Shares2.8K
Event2026-03-31
Filed2026-05-14
VRT
1487.50%VERTIV HOLDINGS CO-A
Shares3.3K
Event2026-03-31
Filed2026-05-14
LIBERTY MEDIA CORP-LIB-NEW-C
1.22%LIBERTY MEDIA CORP-LIB-NEW-C
Shares9.7K
Event2026-03-31
Filed2026-05-14
EFIV
-0.83%SPDR S&P 500 ESG ETF
Shares13.0K
Event2026-03-31
Filed2026-05-14
STWD
2.16%STARWOOD PROPERTY TRUST INC
Shares47.3K
Event2026-03-31
Filed2026-05-14
MAS
16.23%MASCO CORP
Shares13.5K
Event2026-03-31
Filed2026-05-14
IWN
-3.49%ISHARES RUSSELL 2000 VALUE E
Shares4.2K
Event2026-03-31
Filed2026-05-14
SCHF
0.00%SCHWAB INTL EQUITY ETF
Shares32.3K
Event2026-03-31
Filed2026-05-14
MAA
-7.63%MID-AMERICA APARTMENT COMM
Shares6.5K
Event2026-03-31
Filed2026-05-14
RF
48.70%REGIONS FINANCIAL CORP
Shares30.4K
Event2026-03-31
Filed2026-05-14
ED
66.25%CONSOLIDATED EDISON INC
Shares7.0K
Event2026-03-31
Filed2026-05-14
FXI
0.00%ISHARES CHINA LARGE-CAP ETF
Shares22.0K
Event2026-03-31
Filed2026-05-14
NTAP
78.24%NETAPP INC
Shares7.7K
Event2026-03-31
Filed2026-05-14
JPMORGAN BETABUILDERS JAPAN
0.00%JPMORGAN BETABUILDERS JAPAN
Shares11.4K
Event2026-03-31
Filed2026-05-14
VEEV
630.26%VEEVA SYSTEMS INC-CLASS A
Shares4.4K
Event2026-03-31
Filed2026-05-14
KNF
-10.71%KNIFE RIVER CORP-W/I
Shares9.5K
Event2026-03-31
Filed2026-05-14
GRMN
284.46%GARMIN LTD
Shares3.3K
Event2026-03-31
Filed2026-05-14
GCOW
0.00%PACER GLOBAL CASH COWS DIVID
Shares16.7K
Event2026-03-31
Filed2026-05-14
DDOG
413.68%DATADOG INC - CLASS A
Shares6.5K
Event2026-03-31
Filed2026-05-14
MPWR
93.63%MONOLITHIC POWER SYSTEMS INC
Shares699
Event2026-03-31
Filed2026-05-14
BKR
146.42%BAKER HUGHES CO
Shares12.5K
Event2026-03-31
Filed2026-05-14
MDU
-16.55%MDU RESOURCES GROUP INC
Shares36.4K
Event2026-03-31
Filed2026-05-14
TROW
33.95%T ROWE PRICE GROUP INC
Shares8.3K
Event2026-03-31
Filed2026-05-14
USMV
0.00%ISHARES EDGE MSCI MIN VOL US
Shares8.1K
Event2026-03-31
Filed2026-05-14
SDVY
0.00%FIRST TRUST SMID CAP RISING
Shares18.9K
Event2026-03-31
Filed2026-05-14
HOOD
198.88%ROBINHOOD MARKETS INC - A
Shares10.7K
Event2026-03-31
Filed2026-05-14
ABRDN PHYSICAL GOLD SHARES
0.00%ABRDN PHYSICAL GOLD SHARES
Shares16.5K
Event2026-03-31
Filed2026-05-14
RVTY
104.59%REVVITY INC
Shares8.4K
Event2026-03-31
Filed2026-05-14
CRH PLC
234.80%CRH PLC
Shares6.9K
Event2026-03-31
Filed2026-05-14
PAGP
-0.52%PLAINS GP HOLDINGS LP-CL A
Shares30.0K
Event2026-03-31
Filed2026-05-14
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