Sponsored

The Analysis of BUCKHEAD CAPITAL MANAGEMENT LLC's Holdings & P&L

Currently, BUCKHEAD CAPITAL MANAGEMENT LLC holds 144 types of securities in its portfolio with a total value $265.3M. In the most recent quarter, they have increased their positions in NVDA (+18.4K shares, valued at $3.2M), N/A (+7.4K shares, valued at $2.7M), ZTS (+17.6K shares, valued at $2.1M); decreased their positions in ROP (-8.2K shares, valued at $2.9M), JNJ (-9.0K shares, valued at $2.2M), HD (-6.3K shares, valued at $2.1M); initiated new positions in N/A (+7.4K shares, valued at $2.7M), ZTS (+17.6K shares, valued at $2.1M), HRL (+90.9K shares, valued at $2.1M).

1M P&L

+5.2M+2.23%

3M P&L

+9.0M+3.88%

HY P&L

+12.6M+5.54%

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

1Software - Infrastructure18.0M

8.0%

2N/A16.5M

7.3%

3Software - Application12.8M

5.7%

Top Industries by Stock Count

1N/A24 stocks

18.5%

2Software - Application6 stocks

4.6%

3Specialty Industrial Machinery5 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC49.9K shares-3.74%2026-03-312026-05-08

MSFT MICROSOFT CORP30.8K shares-1.81%2026-03-312026-05-08

ALPHABET INC ALPHABET INC31.5K shares-8.69%2026-03-312026-05-08

AMZN AMAZON COM INC39.5K shares9.81%2026-03-312026-05-08

CVX CHEVRON CORPORATION30.9K shares-2.45%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.5K shares-2.89%2026-03-312026-05-08

PEP PEPSICO INC37.5K shares0.13%2026-03-312026-05-08

HD HOME DEPOT INC17.5K shares-26.39%2026-03-312026-05-08

Sponsored

JNJ JOHNSON & JOHNSON23.3K shares-27.92%2026-03-312026-05-08

GWRE GUIDEWIRE SOFTWARE INC34.7K shares43.23%2026-03-312026-05-08

TXN TEXAS INSTRS INC26.4K shares-0.94%2026-03-312026-05-08

FTNT FORTINET INC56.2K shares0.44%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP21.3K shares-4.43%2026-03-312026-05-08

CASY CASEYS GEN STORES INC6.3K shares-28.82%2026-03-312026-05-08

WSO WATSCO INC12.4K shares19.78%2026-03-312026-05-08

V VISA INC14.9K shares-2.38%2026-03-312026-05-08

Sponsored

JPM JPMORGAN CHASE & CO15.2K shares-2.72%2026-03-312026-05-08

AZO AUTOZONE INC1.3K shares-0.39%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC15.9K shares2.02%2026-03-312026-05-08

NVDA NVIDIA CORPORATION23.9K shares335.33%2026-03-312026-05-08

COOPER COS INC COOPER COS INC57.5K shares-1.03%2026-03-312026-05-08

SO SOUTHERN CO42.5K shares-1.35%2026-03-312026-05-08

APH AMPHENOL CORP32.0K shares1.85%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO13.1K shares-1.78%2026-03-312026-05-08

Sponsored

WMT WALMART INC31.6K shares-8.32%2026-03-312026-05-08

AON PLC AON PLC12.1K shares-1.84%2026-03-312026-05-08

RJF RAYMOND JAMES FINL INC26.4K shares-2.25%2026-03-312026-05-08

FI FISERV INC68.4K shares40.15%2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC3.7K shares-0.11%2026-03-312026-05-08

ALPHABET INC ALPHABET INC12.3K shares-4.69%2026-03-312026-05-08

FANG DIAMONDBACK ENERGY INC17.6K shares-1.40%2026-03-312026-05-08

TYL TYLER TECHNOLOGIES INC9.8K shares26.29%2026-03-312026-05-08

Sponsored

RSG REPUBLIC SVCS INC14.8K shares-2.02%2026-03-312026-05-08

SPSC SPS COMM INC57.0K shares68.77%2026-03-312026-05-08

ROK ROCKWELL AUTOMATION INC8.5K shares-6.13%2026-03-312026-05-08

APD AIR PRODUCTS AND CHEMICALS I10.4K shares-13.31%2026-03-312026-05-08

RPM RPM INTL INC27.0K shares2.49%2026-03-312026-05-08

EATON CORP PLC EATON CORP PLC7.4K sharesnew addition2026-03-312026-05-08

ROL ROLLINS INC47.9K shares-1.46%2026-03-312026-05-08

CPRT COPART INC75.9K shares5.09%2026-03-312026-05-08

Sponsored

YUM YUM BRANDS INC16.0K shares0.19%2026-03-312026-05-08

ULTA ULTA BEAUTY INC4.6K shares-37.19%2026-03-312026-05-08

ICLR ICON PLC21.3K shares27.81%2026-03-312026-05-08

AME AMETEK INC11.0K shares-39.18%2026-03-312026-05-08

DINO HF SINCLAIR CORP37.1K shares-19.24%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T3.4K shares12.70%2026-03-312026-05-08

TSCO TRACTOR SUPPLY CO48.1K shares4.20%2026-03-312026-05-08

ZTS ZOETIS INC17.6K sharesnew addition2026-03-312026-05-08

Sponsored

HRL HORMEL FOODS CORP90.9K sharesnew addition2026-03-312026-05-08

SITE SITEONE LANDSCAPE SUPPLY INC14.4K shares381.38%2026-03-312026-05-08

IGSB ISHARES TR34.0K shares0.37%2026-03-312026-05-08

ORCL ORACLE CORP11.7K shares-5.45%2026-03-312026-05-08

PNC PNC FINL SVCS GROUP INC7.9K shares-3.41%2026-03-312026-05-08

MA MASTERCARD INCORPORATED2.7K shares-6.81%2026-03-312026-05-08

BAC BANK AMERICA CORP27.2K shares0.00%2026-03-312026-05-08

LLY ELI LILLY & CO1.4K shares-8.76%2026-03-312026-05-08

Sponsored

CF CF INDUSTRIES HOLD9.6K shares-13.54%2026-03-312026-05-08

XOM EXXON MOBIL CORP7.3K shares0.00%2026-03-312026-05-08

ATO ATMOS ENERGY CORP6.6K shares-0.33%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC23.7K sharesnew addition2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION1.2K shares-8.21%2026-03-312026-05-08

EVR EVERCORE INC3.6K shares0.00%2026-03-312026-05-08

KO COCA COLA CO13.9K shares-0.36%2026-03-312026-05-08

CSX CSX CORP25.7K shares-12.52%2026-03-312026-05-08

Sponsored

CME CME GROUP INC3.5K shares-0.65%2026-03-312026-05-08

IWR ISHARES TR9.1K shares0.00%2026-03-312026-05-08

AMAT APPLIED MATLS INC2.6K shares0.00%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP1.3K shares-7.24%2026-03-312026-05-08

EMR EMERSON ELEC CO6.2K shares0.00%2026-03-312026-05-08

PG PROCTER & GAMBLE CO5.5K shares0.00%2026-03-312026-05-08

TJX TJX COS INC NEW4.8K shares-14.56%2026-03-312026-05-08

BDX BECTON DICKINSON & CO4.6K shares-5.20%2026-03-312026-05-08

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares-2.39%2026-03-312026-05-08

CAT CATERPILLAR INC956 shares-17.87%2026-03-312026-05-08

FIVE FIVE BELOW INC2.8K shares0.00%2026-03-312026-05-08

THG HANOVER INS GROUP INC3.5K shares0.00%2026-03-312026-05-08

DXJ WISDOMTREE TR3.8K shares0.00%2026-03-312026-05-08

CSCO CISCO SYS INC7.7K shares-0.58%2026-03-312026-05-08

IWM ISHARES TR2.4K shares0.00%2026-03-312026-05-08

CORPAY INC CORPAY INC2.0K shares0.00%2026-03-312026-05-08

Sponsored

IWD ISHARES TR2.8K shares0.00%2026-03-312026-05-08

MO ALTRIA GROUP INC8.9K shares-5.13%2026-03-312026-05-08

BR BROADRIDGE FINL SOLUTIONS IN3.6K shares0.00%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC3.5K shares-1.71%2026-03-312026-05-08

SHY ISHARES TR6.7K shares0.30%2026-03-312026-05-08

SLQD ISHARES TR10.8K shares12.67%2026-03-312026-05-08

IXN ISHARES TR5.4K shares0.00%2026-03-312026-05-08

GGG GRACO INC6.2K shares0.00%2026-03-312026-05-08

Sponsored

VWO VANGUARD INTL EQUITY INDEX F9.8K shares0.00%2026-03-312026-05-08

GLD SPDR GOLD TR1.2K shares0.00%2026-03-312026-05-08

SHOP SHOPIFY INC4.2K shares0.00%2026-03-312026-05-08

RTX RTX CORPORATION2.5K shares0.00%2026-03-312026-05-08

MASI MASIMO CORP2.6K shares0.00%2026-03-312026-05-08

SCI SERVICE CORP INTL5.6K shares0.00%2026-03-312026-05-08

MELI MERCADOLIBRE INC265 shares0.76%2026-03-312026-05-08

DORM DORMAN PRODS INC4.2K shares-1.51%2026-03-312026-05-08

Sponsored

WDFC WD 40 CO2.1K shares0.00%2026-03-312026-05-08

IDXX IDEXX LABS INC742 shares11.24%2026-03-312026-05-08

QCOM QUALCOMM INC3.2K shares-5.49%2026-03-312026-05-08

ROP ROPER TECHNOLOGIES INC1.2K shares-87.59%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR715 shares0.14%2026-03-312026-05-08

AOS SMITH A O CORP6.2K shares0.00%2026-03-312026-05-08

GLW CORNING INC3.0K shares0.00%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-9.64%2026-03-312026-05-08

Sponsored

ABT ABBOTT LABORATORIES3.9K shares-6.30%2026-03-312026-05-08

WDC WESTERN DIGITAL CORP1.5K shares0.00%2026-03-312026-05-08

IT GARTNER INC2.5K shares16.20%2026-03-312026-05-08

WFC WELLS FARGO & CO4.8K shares-1.35%2026-03-312026-05-08

BIP BROOKFIELD INFRASTRUCTURE PA10.5K shares-3.19%2026-03-312026-05-08

SGOV ISHARES TR3.8K sharesnew addition2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC3.1K shares-1.57%2026-03-312026-05-08

IVV ISHARES TR538 shares-9.12%2026-03-312026-05-08

Sponsored

TGT TARGET CORP2.9K shares0.00%2026-03-312026-05-08

META META PLATFORMS INC605 shares0.00%2026-03-312026-05-08

KELYA KELLY SVCS INC38.9K shares0.00%2026-03-312026-05-08

IWP ISHARES TR2.7K shares-5.34%2026-03-312026-05-08

TSLA TESLA INC902 shares-17.25%2026-03-312026-05-08

WDIV SPDR INDEX SHS FDS4.2K shares14.27%2026-03-312026-05-08

SNPS SYNOPSYS INC782 sharesnew addition2026-03-312026-05-08

IJK ISHARES TR3.0K shares0.00%2026-03-312026-05-08

Sponsored

FND FLOOR & DECOR HLDGS INC6.0K sharesnew addition2026-03-312026-05-08

A AGILENT TECHNOLOGIES INC2.6K shares0.00%2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F2.1K shares6.91%2026-03-312026-05-08

PHO INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-03-312026-05-08

ALPS ETF TR ALPS ETF TR5.1K shares0.00%2026-03-312026-05-08

FIX COMFORT SYS USA INC190 sharesnew addition2026-03-312026-05-08

PLD PROLOGIS INC.1.9K shares-23.30%2026-03-312026-05-08

NMM NAVIOS MARITIME PARTNERS LP3.7K sharesnew addition2026-03-312026-05-08

Sponsored

SNDK SANDISK CORP385 sharesnew addition2026-03-312026-05-08

BMO BANK MONTREAL MEDIUM1.8K shares-3.78%2026-03-312026-05-08

NFLX NETFLIX INC.2.5K shares-4.58%2026-03-312026-05-08

WY WEYERHAEUSER CO9.8K shares0.00%2026-03-312026-05-08

PAYX PAYCHEX INC2.5K shares-14.95%2026-03-312026-05-08

ISRG INTUITIVE SURGICAL INC495 shares0.00%2026-03-312026-05-08

VTI VANGUARD INDEX FDS711 shares0.00%2026-03-312026-05-08

NUE NUCOR CORP1.3K shares0.00%2026-03-312026-05-08

Sponsored

MSCI MSCI INC415 shares0.00%2026-03-312026-05-08

EXI ISHARES TR1.2K shares0.00%2026-03-312026-05-08

OEF ISHARES TR680 shares0.00%2026-03-312026-05-08

TIP ISHARES TR1.9K shares0.00%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR7.0K sharesnew addition2026-03-312026-05-08

URI UNITED RENTALS INC282 shares0.00%2026-03-312026-05-08

BLACKROCK ETF TRUST BLACKROCK ETF TRUST5.6K sharesnew addition2026-03-312026-05-08

ORLY OREILLY AUTOMOTIVE INC2.2K shares-1.36%2026-03-312026-05-08

Sponsored

AAPL

APPLE INC

-3.74%

Shares49.9K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-1.81%

Shares30.8K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-8.69%

Shares31.5K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

9.81%

Shares39.5K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

-2.45%

Shares30.9K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-2.89%

Shares12.5K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

0.13%

Shares37.5K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

-26.39%

Shares17.5K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

-27.92%

Shares23.3K

Event2026-03-31

Filed2026-05-08

GWRE

GUIDEWIRE SOFTWARE INC

43.23%

Shares34.7K

Event2026-03-31

Filed2026-05-08

TXN

TEXAS INSTRS INC

-0.94%

Shares26.4K

Event2026-03-31

Filed2026-05-08

FTNT

FORTINET INC

0.44%

Shares56.2K

Event2026-03-31

Filed2026-05-08

LAM RESEARCH CORP

-4.43%

Shares21.3K

Event2026-03-31

Filed2026-05-08

CASY

CASEYS GEN STORES INC

-28.82%

Shares6.3K

Event2026-03-31

Filed2026-05-08

WSO

WATSCO INC

19.78%

Shares12.4K

Event2026-03-31

Filed2026-05-08

VISA INC

-2.38%

Shares14.9K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

-2.72%

Shares15.2K

Event2026-03-31

Filed2026-05-08

AZO

AUTOZONE INC

-0.39%

Shares1.3K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

2.02%

Shares15.9K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

335.33%

Shares23.9K

Event2026-03-31

Filed2026-05-08

COOPER COS INC

-1.03%

Shares57.5K

Event2026-03-31

Filed2026-05-08

SOUTHERN CO

-1.35%

Shares42.5K

Event2026-03-31

Filed2026-05-08

APH

AMPHENOL CORP

1.85%

Shares32.0K

Event2026-03-31

Filed2026-05-08

AXP

AMERICAN EXPRESS CO

-1.78%

Shares13.1K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

-8.32%

Shares31.6K

Event2026-03-31

Filed2026-05-08

AON PLC

-1.84%

Shares12.1K

Event2026-03-31

Filed2026-05-08

RJF

RAYMOND JAMES FINL INC

-2.25%

Shares26.4K

Event2026-03-31

Filed2026-05-08

FISERV INC

40.15%

Shares68.4K

Event2026-03-31

Filed2026-05-08

BLACKROCK INC

-0.11%

Shares3.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-4.69%

Shares12.3K

Event2026-03-31

Filed2026-05-08

FANG

DIAMONDBACK ENERGY INC

-1.40%

Shares17.6K

Event2026-03-31

Filed2026-05-08

TYL

TYLER TECHNOLOGIES INC

26.29%

Shares9.8K

Event2026-03-31

Filed2026-05-08

RSG

REPUBLIC SVCS INC

-2.02%

Shares14.8K

Event2026-03-31

Filed2026-05-08

SPSC

SPS COMM INC

68.77%

Shares57.0K

Event2026-03-31

Filed2026-05-08

ROK

ROCKWELL AUTOMATION INC

-6.13%

Shares8.5K

Event2026-03-31

Filed2026-05-08

APD

AIR PRODUCTS AND CHEMICALS I

-13.31%

Shares10.4K

Event2026-03-31

Filed2026-05-08

RPM

RPM INTL INC

2.49%

Shares27.0K

Event2026-03-31

Filed2026-05-08

EATON CORP PLC

New

Shares7.4K

Event2026-03-31

Filed2026-05-08

ROL

ROLLINS INC

-1.46%

Shares47.9K

Event2026-03-31

Filed2026-05-08

CPRT

COPART INC

5.09%

Shares75.9K

Event2026-03-31

Filed2026-05-08

YUM

YUM BRANDS INC

0.19%

Shares16.0K

Event2026-03-31

Filed2026-05-08

ULTA

ULTA BEAUTY INC

-37.19%

Shares4.6K

Event2026-03-31

Filed2026-05-08

ICLR

ICON PLC

27.81%

Shares21.3K

Event2026-03-31

Filed2026-05-08

AME

AMETEK INC

-39.18%

Shares11.0K

Event2026-03-31

Filed2026-05-08

DINO

HF SINCLAIR CORP

-19.24%

Shares37.1K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

12.70%

Shares3.4K

Event2026-03-31

Filed2026-05-08

TSCO

TRACTOR SUPPLY CO

4.20%

Shares48.1K

Event2026-03-31

Filed2026-05-08

ZTS

ZOETIS INC

New

Shares17.6K

Event2026-03-31

Filed2026-05-08

HRL

HORMEL FOODS CORP

New

Shares90.9K

Event2026-03-31

Filed2026-05-08

SITE

SITEONE LANDSCAPE SUPPLY INC

381.38%

Shares14.4K

Event2026-03-31

Filed2026-05-08

IGSB

ISHARES TR

0.37%

Shares34.0K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

-5.45%

Shares11.7K

Event2026-03-31

Filed2026-05-08

PNC

PNC FINL SVCS GROUP INC

-3.41%

Shares7.9K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

-6.81%

Shares2.7K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

0.00%

Shares27.2K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-8.76%

Shares1.4K

Event2026-03-31

Filed2026-05-08

CF INDUSTRIES HOLD

-13.54%

Shares9.6K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-08

ATO

ATMOS ENERGY CORP

-0.33%

Shares6.6K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

New

Shares23.7K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

-8.21%

Shares1.2K

Event2026-03-31

Filed2026-05-08

EVR

EVERCORE INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

-0.36%

Shares13.9K

Event2026-03-31

Filed2026-05-08

CSX

CSX CORP

-12.52%

Shares25.7K

Event2026-03-31

Filed2026-05-08

CME

CME GROUP INC

-0.65%

Shares3.5K

Event2026-03-31

Filed2026-05-08

IWR

ISHARES TR

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

-7.24%

Shares1.3K

Event2026-03-31

Filed2026-05-08

EMR

EMERSON ELEC CO

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

-14.56%

Shares4.8K

Event2026-03-31

Filed2026-05-08

BDX

BECTON DICKINSON & CO

-5.20%

Shares4.6K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-2.39%

Shares1.1K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

-17.87%

Shares956

Event2026-03-31

Filed2026-05-08

FIVE

FIVE BELOW INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-08

THG

HANOVER INS GROUP INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-08

DXJ

WISDOMTREE TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

-0.58%

Shares7.7K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-08

CORPAY INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

-5.13%

Shares8.9K

Event2026-03-31

Filed2026-05-08

BROADRIDGE FINL SOLUTIONS IN

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

-1.71%

Shares3.5K

Event2026-03-31

Filed2026-05-08

SHY

ISHARES TR

0.30%

Shares6.7K

Event2026-03-31

Filed2026-05-08

SLQD

ISHARES TR

12.67%

Shares10.8K

Event2026-03-31

Filed2026-05-08

IXN

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-08

GGG

GRACO INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

SHOP

SHOPIFY INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-08

MASI

MASIMO CORP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-08

SCI

SERVICE CORP INTL

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-08

MELI

MERCADOLIBRE INC

0.76%

Shares265

Event2026-03-31

Filed2026-05-08

DORM

DORMAN PRODS INC

-1.51%

Shares4.2K

Event2026-03-31

Filed2026-05-08

WDFC

WD 40 CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-08

IDXX

IDEXX LABS INC

11.24%

Shares742

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC

-5.49%

Shares3.2K

Event2026-03-31

Filed2026-05-08

ROP

ROPER TECHNOLOGIES INC

-87.59%

Shares1.2K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

0.14%

Shares715

Event2026-03-31

Filed2026-05-08

AOS

SMITH A O CORP

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

-9.64%

Shares1.7K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

-6.30%

Shares3.9K

Event2026-03-31

Filed2026-05-08

WDC

WESTERN DIGITAL CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

GARTNER INC

16.20%

Shares2.5K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO

-1.35%

Shares4.8K

Event2026-03-31

Filed2026-05-08

BIP

BROOKFIELD INFRASTRUCTURE PA

-3.19%

Shares10.5K

Event2026-03-31

Filed2026-05-08

SGOV

ISHARES TR

New

Shares3.8K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

-1.57%

Shares3.1K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

-9.12%

Shares538

Event2026-03-31

Filed2026-05-08

TGT

TARGET CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-08