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The Analysis of Caerus Investment Advisors, LLC's Holdings & P&L

Currently, Caerus Investment Advisors, LLC holds 278 types of securities in its portfolio with a total value $236.8M. In the most recent quarter, they have increased their positions in JEPQ (+31.5K shares, valued at $1.7M), JPST (+15.6K shares, valued at $787.7K), AVDE (+8.3K shares, valued at $704.2K); decreased their positions in FIG (-100.0K shares, valued at $2.1M), NVDA (-11.4K shares, valued at $2.0M), PEP (-6.9K shares, valued at $1.1M); initiated new positions in JPST (+15.6K shares, valued at $787.7K), AVDE (+8.3K shares, valued at $704.2K), N/A (+6.8K shares, valued at $583.1K).

1M P&L

-1.6M-0.78%

3M P&L

+8.5M+4.20%

HY P&L

+15.1M+7.76%

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/A82.1M

43.0%

2Semiconductors7.9M

4.1%

3Software - Application7.1M

3.7%

Top Industries by Stock Count

1N/A39 stocks

15.2%

2Software - Application16 stocks

6.3%

3Software - Infrastructure10 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS28.6K shares0.09%2026-03-312026-06-01

ALPHABET INC ALPHABET INC43.4K shares1.24%2026-03-312026-06-01

SPY STATE STR SPDR S&P 500 ETF T16.9K shares-3.29%2026-03-312026-06-01

XYLD GLOBAL X FDS268.7K shares-2.72%2026-03-312026-06-01

QYLD GLOBAL X FDS580.2K shares-5.40%2026-03-312026-06-01

JEPQ J P MORGAN EXCHANGE TRADED F140.8K shares28.81%2026-03-312026-06-01

IWM ISHARES TR27.5K shares-1.60%2026-03-312026-06-01

EFA ISHARES TR70.0K shares-2.17%2026-03-312026-06-01

Sponsored

AAPL APPLE INC20.1K shares-8.64%2026-03-312026-06-01

DFAC DIMENSIONAL ETF TRUST126.0K shares0.00%2026-03-312026-06-01

NVDA NVIDIA CORPORATION27.6K shares-29.22%2026-03-312026-06-01

ALPHABET INC ALPHABET INC15.7K shares10.58%2026-03-312026-06-01

DFUS DIMENSIONAL ETF TRUST42.9K shares-2.61%2026-03-312026-06-01

FIG FIGMA INC135.8K shares-42.41%2026-03-312026-06-01

IVV ISHARES TR4.2K shares0.00%2026-03-312026-06-01

DVY ISHARES TR16.9K shares-2.03%2026-03-312026-06-01

Sponsored

MERCK & CO INC MERCK & CO INC18.6K shares-0.12%2026-03-312026-06-01

MSFT MICROSOFT CORP5.7K shares-7.85%2026-03-312026-06-01

AMZN AMAZON COM INC9.4K shares-33.16%2026-03-312026-06-01

JEPI J P MORGAN EXCHANGE TRADED F33.1K shares-12.44%2026-03-312026-06-01

EIX EDISON INTL25.5K shares-10.64%2026-03-312026-06-01

FDX FEDEX CORP5.2K shares1.11%2026-03-312026-06-01

LAM RESEARCH CORP LAM RESEARCH CORP8.6K shares0.23%2026-03-312026-06-01

FIX COMFORT SYS USA INC1.2K shares-21.12%2026-03-312026-06-01

Sponsored

FTI TECHNIPFMC PLC24.0K shares1.09%2026-03-312026-06-01

JBHT HUNT J B TRANS SVCS INC7.3K shares-2.01%2026-03-312026-06-01

CB CHUBB LTD SWITZ4.5K shares-28.06%2026-03-312026-06-01

MU MICRON TECHNOLOGY INC4.4K shares-10.10%2026-03-312026-06-01

GLDM WORLD GOLD TR15.7K shares-7.73%2026-03-312026-06-01

BMY BRISTOL-MYERS SQUIBB CO23.2K shares-31.48%2026-03-312026-06-01

BROADCOM INC BROADCOM INC4.5K shares39.52%2026-03-312026-06-01

WMT WALMART INC10.9K shares-17.82%2026-03-312026-06-01

Sponsored

PCG PG&E CORP75.0K shares-33.98%2026-03-312026-06-01

GLD SPDR GOLD TR3.0K shares-2.60%2026-03-312026-06-01

REGN REGENERON PHARMACEUTICALS1.7K shares1.65%2026-03-312026-06-01

WDC WESTERN DIGITAL CORP4.6K shares0.17%2026-03-312026-06-01

FCX FREEPORT MCMORAN INC19.3K shares1.46%2026-03-312026-06-01

INTC INTEL CORP25.5K shares-40.02%2026-03-312026-06-01

BUCK SIMPLIFY EXCHANGE TRADED FUN47.9K shares-13.41%2026-03-312026-06-01

PSX PHILLIPS 665.9K shares-27.26%2026-03-312026-06-01

Sponsored

GM GENERAL MTRS CO13.6K shares11.96%2026-03-312026-06-01

CIEN CIENA CORP2.4K shares0.04%2026-03-312026-06-01

AEP AMERICAN ELEC PWR CO INC6.9K shares-12.03%2026-03-312026-06-01

LMT LOCKHEED MARTIN CORP1.5K shares-15.23%2026-03-312026-06-01

SNDK SANDISK CORP1.4K shares-51.57%2026-03-312026-06-01

ABNB AIRBNB INC6.7K shares-38.71%2026-03-312026-06-01

PEP PEPSICO INC5.4K shares-55.99%2026-03-312026-06-01

ROST ROSS STORES INC3.8K shares0.40%2026-03-312026-06-01

Sponsored

PLTR PALANTIR TECHNOLOGIES INC5.6K shares-47.65%2026-03-312026-06-01

TSLA TESLA INC2.2K shares-33.25%2026-03-312026-06-01

VRT VERTIV HOLDINGS CO3.2K shares44.50%2026-03-312026-06-01

EQIX EQUINIX INC806 shares14.98%2026-03-312026-06-01

JPST J P MORGAN EXCHANGE TRADED F15.6K sharesnew addition2026-03-312026-06-01

NEM NEWMONT CORP7.0K shares-37.35%2026-03-312026-06-01

SURE ADVISORSHARES TR5.9K shares0.00%2026-03-312026-06-01

DOV DOVER CORP3.6K shares0.03%2026-03-312026-06-01

Sponsored

FNDE SCHWAB STRATEGIC TR19.6K shares0.00%2026-03-312026-06-01

JNJ JOHNSON & JOHNSON3.0K shares0.17%2026-03-312026-06-01

NOW SERVICENOW INC7.0K shares100.00%2026-03-312026-06-01

VTR VENTAS INC9.0K shares-25.34%2026-03-312026-06-01

XOM EXXON MOBIL CORP4.3K shares0.35%2026-03-312026-06-01

META META PLATFORMS INC1.3K shares-18.09%2026-03-312026-06-01

TSN TYSON FOODS INC11.2K shares-9.26%2026-03-312026-06-01

INVESCO QQQ TR INVESCO QQQ TR1.2K shares0.00%2026-03-312026-06-01

Sponsored

CMI CUMMINS INC1.3K shares0.38%2026-03-312026-06-01

AVDE AMERICAN CENTY ETF TR8.3K sharesnew addition2026-03-312026-06-01

MLI MUELLER INDS INC6.3K shares-28.88%2026-03-312026-06-01

BWA BORGWARNER INC12.8K shares-21.52%2026-03-312026-06-01

TJX TJX COS INC NEW4.3K shares-45.15%2026-03-312026-06-01

GEV GE VERNOVA INC787 shares-22.46%2026-03-312026-06-01

GE AEROSPACE GE AEROSPACE2.4K shares-49.36%2026-03-312026-06-01

MFDX PIMCO EQUITY SER16.9K shares0.00%2026-03-312026-06-01

Sponsored

CNC CENTENE CORP DEL20.0K shares-53.08%2026-03-312026-06-01

NYT NEW YORK TIMES CO MTN BE7.7K shares8.82%2026-03-312026-06-01

HII HUNTINGTON INGALLS INDS INC1.7K shares-1.62%2026-03-312026-06-01

DG DOLLAR GEN CORP5.3K shares-40.14%2026-03-312026-06-01

VTI VANGUARD INDEX FDS1.9K shares0.05%2026-03-312026-06-01

TER TERADYNE INC2.1K shares34.60%2026-03-312026-06-01

VTWO VANGUARD SCOTTSDALE FDS6.2K shares5.94%2026-03-312026-06-01

CITIGROUP INC CITIGROUP INC5.4K shares-31.57%2026-03-312026-06-01

Sponsored

JPM JPMORGAN CHASE & CO2.1K shares-9.70%2026-03-312026-06-01

CRM SALESFORCE INC3.3K shares150.62%2026-03-312026-06-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.8K shares-50.85%2026-03-312026-06-01

CFG CITIZENS FINL GROUP INC9.8K shares2.69%2026-03-312026-06-01

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC6.8K sharesnew addition2026-03-312026-06-01

PG PROCTER & GAMBLE CO4.0K shares149.94%2026-03-312026-06-01

FIVE FIVE BELOW INC2.5K shares19.12%2026-03-312026-06-01

MFUS PIMCO EQUITY SER9.6K shares0.00%2026-03-312026-06-01

Sponsored

NTRA NATERA INC2.8K shares-33.49%2026-03-312026-06-01

LLY ELI LILLY & CO596 shares9.36%2026-03-312026-06-01

INCY INCYTE CORP5.7K shares-36.92%2026-03-312026-06-01

BIIB BIOGEN INC2.8K shares5.02%2026-03-312026-06-01

PM PHILIP MORRIS INTL INC3.1K shares-11.66%2026-03-312026-06-01

WELL WELLTOWER INC2.5K shares-39.26%2026-03-312026-06-01

TPR TAPESTRY INC3.4K shares0.06%2026-03-312026-06-01

AA ALCOA CORP7.3K shares0.14%2026-03-312026-06-01

Sponsored

AMD ADVANCED MICRO DEVICES INC2.4K shares-2.43%2026-03-312026-06-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL980 shares-59.74%2026-03-312026-06-01

V VISA INC1.5K shares7.29%2026-03-312026-06-01

ILMN ILLUMINA INC3.8K shares-32.90%2026-03-312026-06-01

FTNT FORTINET INC5.6K shares-50.00%2026-03-312026-06-01

VXUS VANGUARD STAR FDS5.9K shares0.00%2026-03-312026-06-01

MNST MONSTER BEVERAGE CORP NEW6.2K shares0.02%2026-03-312026-06-01

DHR DANAHER CORP DEL2.3K shares-20.94%2026-03-312026-06-01

Sponsored

USB US BANCORP8.5K shares-16.77%2026-03-312026-06-01

VIG VANGUARD SPECIALIZED FUNDS2.1K shares-22.12%2026-03-312026-06-01

DECK DECKERS OUTDOOR CORP4.4K shares-13.43%2026-03-312026-06-01

PNC PNC FINL SVCS GROUP INC2.1K shares-42.73%2026-03-312026-06-01

FIS FIDELITY NATL INFORMATION SV9.4K sharesnew addition2026-03-312026-06-01

JHG JANUS HENDERSON GROUP PLC8.5K shares-17.06%2026-03-312026-06-01

DOCU DOCUSIGN INC9.2K sharesnew addition2026-03-312026-06-01

INTU INTUIT995 shares123.60%2026-03-312026-06-01

Sponsored

EME EMCOR GROUP INC578 shares23.77%2026-03-312026-06-01

SF STIFEL FINL CORP5.8K shares7.74%2026-03-312026-06-01

ARMK ARAMARK10.5K shares-29.82%2026-03-312026-06-01

CW CURTISS WRIGHT CORP614 shares0.16%2026-03-312026-06-01

ZM ZOOM COMMUNICATIONS INC5.2K shares-68.30%2026-03-312026-06-01

NTRS NORTHERN TR CORP3.0K shares-24.91%2026-03-312026-06-01

UPS UNITED PARCEL SVCS INC4.2K shares-45.35%2026-03-312026-06-01

HON HONEYWELL INTL INC1.8K sharesnew addition2026-03-312026-06-01

Sponsored

DAL DELTA AIR LINES INC6.2K shares-16.98%2026-03-312026-06-01

CAT CATERPILLAR INC578 shares0.35%2026-03-312026-06-01

BDX BECTON DICKINSON & CO2.6K shares-8.39%2026-03-312026-06-01

DVN DEVON ENERGY CORP NEW8.0K shares0.04%2026-03-312026-06-01

MKTX MARKETAXESS HLDGS INC2.4K shares-43.14%2026-03-312026-06-01

AKAM AKAMAI TECHNOLOGIES INC3.5K shares0.03%2026-03-312026-06-01

MMC MARSH & MCLENNAN COS INC2.3K shares23.14%2026-03-312026-06-01

OMC OMNICOM GROUP INC5.3K shares-27.90%2026-03-312026-06-01

Sponsored

PLD PROLOGIS INC.3.0K shares-10.89%2026-03-312026-06-01

MTZ MASTEC INC1.2K shares0.16%2026-03-312026-06-01

EXPE EXPEDIA GROUP INC1.6K shares-71.88%2026-03-312026-06-01

ATLASSIAN CORPORATION ATLASSIAN CORPORATION5.5K shares-48.56%2026-03-312026-06-01

MEDP MEDPACE HLDGS INC774 shares-66.30%2026-03-312026-06-01

PYPL PAYPAL HLDGS INC8.1K shares-4.88%2026-03-312026-06-01

TXT TEXTRON INC4.2K shares-41.33%2026-03-312026-06-01

HAL HALLIBURTON CO9.3K shares0.38%2026-03-312026-06-01

Sponsored

ATI ATI INC2.5K shares0.04%2026-03-312026-06-01

FNDF SCHWAB STRATEGIC TR7.3K shares0.00%2026-03-312026-06-01

CAOS EA SERIES TRUST3.9K sharesnew addition2026-03-312026-06-01

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW3.3K shares-38.50%2026-03-312026-06-01

EFX EQUIFAX INC1.9K sharesnew addition2026-03-312026-06-01

LITE LUMENTUM HLDGS INC492 sharesnew addition2026-03-312026-06-01

IBM INTERNATIONAL BUSINESS MACHS1.4K shares35.69%2026-03-312026-06-01

AMP AMERIPRISE FINL INC771 shares-47.69%2026-03-312026-06-01

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC10.7K shares-14.22%2026-03-312026-06-01

WMB WILLIAMS COS INC4.7K shares-33.99%2026-03-312026-06-01

HAS HASBRO INC3.6K shares0.06%2026-03-312026-06-01

BURL BURLINGTON STORES INC1.0K sharesnew addition2026-03-312026-06-01

VIK VIKING HOLDINGS LTD4.6K shares-39.90%2026-03-312026-06-01

KMI KINDER MORGAN INC DEL10.0K shares9.50%2026-03-312026-06-01

NFLX NETFLIX INC.3.5K shares14.53%2026-03-312026-06-01

VEEV VEEVA SYS INC1.9K sharesnew addition2026-03-312026-06-01

Sponsored

NBIX NEUROCRINE BIOSCIENCES INC2.5K shares-51.90%2026-03-312026-06-01

TGT TARGET CORP2.7K shares-0.91%2026-03-312026-06-01

APH AMPHENOL CORP2.6K shares-52.87%2026-03-312026-06-01

EXEL EXELIXIS INC7.7K shares-56.57%2026-03-312026-06-01

ONTO ONTO INNOVATION INC1.6K shares2.12%2026-03-312026-06-01

AXP AMERICAN EXPRESS CO1.1K shares7.20%2026-03-312026-06-01

DOW DOW HLDGS INC7.7K sharesnew addition2026-03-312026-06-01

AMKR AMKOR TECHNOLOGY INC7.1K shares0.13%2026-03-312026-06-01

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC2.5K shares-70.57%2026-03-312026-06-01

MATCH GROUP INC NEW MATCH GROUP INC NEW10.1K shares10.78%2026-03-312026-06-01

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC6.7K shares0.00%2026-03-312026-06-01

PAYX PAYCHEX INC3.3K sharesnew addition2026-03-312026-06-01

GPC GENUINE PARTS CO2.9K sharesnew addition2026-03-312026-06-01

ROP ROPER TECHNOLOGIES INC853 shares7.03%2026-03-312026-06-01

AVDV AMERICAN CENTY ETF TR3.0K shares-22.16%2026-03-312026-06-01

SPGI S&P GLOBAL INC709 sharesnew addition2026-03-312026-06-01

Sponsored

RBC RBC BEARINGS INC553 shares6.35%2026-03-312026-06-01

AME AMETEK INC1.4K shares-24.05%2026-03-312026-06-01

UNP UNION PAC CORP1.2K shares-3.52%2026-03-312026-06-01

LEN LENNAR CORP3.4K sharesnew addition2026-03-312026-06-01

IT GARTNER INC1.9K shares-44.47%2026-03-312026-06-01

THE CIGNA GROUP THE CIGNA GROUP1.1K sharesnew addition2026-03-312026-06-01

LULU LULULEMON ATHLETICA INC1.9K sharesnew addition2026-03-312026-06-01

TXRH TEXAS ROADHOUSE INC1.8K shares-24.98%2026-03-312026-06-01

Sponsored

IVZ INVESCO LTD12.0K shares-9.46%2026-03-312026-06-01

AON PLC AON PLC886 sharesnew addition2026-03-312026-06-01

VEA VANGUARD TAX-MANAGED FDS4.4K shares-6.40%2026-03-312026-06-01

TTC TORO CO3.0K shares18.42%2026-03-312026-06-01

FNDX SCHWAB STRATEGIC TR10.0K shares0.00%2026-03-312026-06-01

WWD WOODWARD INC779 shares3.32%2026-03-312026-06-01

VFC V F CORP16.4K shares51.75%2026-03-312026-06-01

UTHR UNITED THERAPEUTICS CORP DEL470 shares-67.90%2026-03-312026-06-01

Sponsored

BMRN BIOMARIN PHARMACEUTICAL INC4.9K shares-52.08%2026-03-312026-06-01

MASI MASIMO CORP1.5K sharesnew addition2026-03-312026-06-01

CACI CACI INTL INC497 shares-18.52%2026-03-312026-06-01

SON SONOCO PRODS CO4.9K shares0.00%2026-03-312026-06-01

KMX CARMAX INC6.4K shares9.00%2026-03-312026-06-01

CRCL CIRCLE INTERNET GROUP INC2.8K sharesnew addition2026-03-312026-06-01

CAG CONAGRA BRANDS INC16.7K sharesnew addition2026-03-312026-06-01

TRV TRAVELERS COMPANIES INC900 shares-27.18%2026-03-312026-06-01

Sponsored

MOH MOLINA HEALTHCARE INC1.9K sharesnew addition2026-03-312026-06-01

PCAR PACCAR INC2.2K shares0.09%2026-03-312026-06-01

IEX IDEX CORP1.3K shares0.08%2026-03-312026-06-01

HST HOST HOTELS & RESORTS INC13.1K shares16.80%2026-03-312026-06-01

AGG ISHARES TR2.5K sharesnew addition2026-03-312026-06-01

SYK STRYKER CORPORATION748 sharesnew addition2026-03-312026-06-01

JEF JEFFERIES FINANCIAL GROUP IN5.9K shares-8.65%2026-03-312026-06-01

CHWY CHEWY INC9.0K shares-26.88%2026-03-312026-06-01

Sponsored

CPRT COPART INC7.3K sharesnew addition2026-03-312026-06-01

VWO VANGUARD INTL EQUITY INDEX F4.4K shares4.62%2026-03-312026-06-01

OXY OCCIDENTAL PETE CORP3.7K sharesnew addition2026-03-312026-06-01

SCHF SCHWAB STRATEGIC TR9.6K shares0.00%2026-03-312026-06-01

UNH UNITEDHEALTH GROUP INC872 shares-26.54%2026-03-312026-06-01

BSX BOSTON SCIENTIFIC CORP3.8K sharesnew addition2026-03-312026-06-01

BKNG BOOKING HOLDINGS INC56 shares-70.21%2026-03-312026-06-01

COST COSTCO WHOLESALE CORPORATION236 sharesnew addition2026-03-312026-06-01

Sponsored

PCOR PROCORE TECHNOLOGIES INC4.1K sharesnew addition2026-03-312026-06-01

CTA SIMPLIFY EXCHANGE TRADED FUN7.7K shares-13.44%2026-03-312026-06-01

SDY SPDR SERIES TRUST1.6K shares0.00%2026-03-312026-06-01

PB PROSPERITY BANCSHARES INC3.4K shares-15.59%2026-03-312026-06-01

PFG PRINCIPAL FINANCIAL GROUP IN2.5K shares-21.15%2026-03-312026-06-01

THC TENET HEALTHCARE CORP1.2K shares-59.57%2026-03-312026-06-01

CNH CNH INDL N V20.3K shares-29.75%2026-03-312026-06-01

ENS ENERSYS1.3K sharesnew addition2026-03-312026-06-01

Sponsored

ES EVERSOURCE ENERGY3.2K sharesnew addition2026-03-312026-06-01

NTNX NUTANIX INC5.8K sharesnew addition2026-03-312026-06-01

DXCM DEXCOM INC3.5K shares-31.69%2026-03-312026-06-01

ITA ISHARES TR1.0K shares0.00%2026-03-312026-06-01

DBMF LITMAN GREGORY FDS TR7.3K sharesnew addition2026-03-312026-06-01

ITT INC ITT INC1.2K sharesnew addition2026-03-312026-06-01

BK BANK NEW YORK MELLON CORP1.9K shares-45.15%2026-03-312026-06-01

AVEM AMERICAN CENTY ETF TR2.7K sharesnew addition2026-03-312026-06-01

Sponsored

BFAM BRIGHT HORIZONS FAM SOL IN D2.7K shares3.33%2026-03-312026-06-01

SNOW SNOWFLAKE INC1.5K shares-53.95%2026-03-312026-06-01

CMCSA COMCAST CORP NEW7.6K sharesnew addition2026-03-312026-06-01

ALGN ALIGN TECHNOLOGY INC1.3K sharesnew addition2026-03-312026-06-01

COKE COCA COLA CONS INC1.1K sharesnew addition2026-03-312026-06-01

SRPT SAREPTA THERAPEUTICS INC9.9K shares-45.92%2026-03-312026-06-01

AXS AXIS CAP HLDGS LTD2.1K shares-36.00%2026-03-312026-06-01

SCI SERVICE CORP INTL2.6K shares-16.87%2026-03-312026-06-01

Sponsored

AR ANTERO RESOURCES CORP5.0K shares-63.25%2026-03-312026-06-01

TW TRADEWEB MKTS INC1.8K shares-8.26%2026-03-312026-06-01

SFM SPROUTS FMRS MKT INC2.7K sharesnew addition2026-03-312026-06-01

GAP GAP INC8.7K shares-39.53%2026-03-312026-06-01

FDS FACTSET RESH SYS INC966 shares-51.04%2026-03-312026-06-01

FI FISERV INC3.7K sharesnew addition2026-03-312026-06-01

BBWI BATH & BODY WORKS INC11.1K sharesnew addition2026-03-312026-06-01

G GENPACT LIMITED5.6K shares-58.57%2026-03-312026-06-01

Sponsored

DFCF DIMENSIONAL ETF TRUST4.9K sharesnew addition2026-03-312026-06-01

TREX TREX INC5.6K shares-50.06%2026-03-312026-06-01

MSCI MSCI INC380 shares-38.51%2026-03-312026-06-01

BLACKSTONE INC BLACKSTONE INC1.8K sharesnew addition2026-03-312026-06-01

HCA HCA HEALTHCARE INC429 shares-26.42%2026-03-312026-06-01

ZS ZSCALER INC1.4K shares37.79%2026-03-312026-06-01

MDB MONGODB INC819 shares19.39%2026-03-312026-06-01

SHOP SHOPIFY INC1.7K shares5.63%2026-03-312026-06-01

Sponsored

S SENTINELONE INC15.4K shares6.04%2026-03-312026-06-01

ADT ADT INC DEL24.7K shares-68.68%2026-03-312026-06-01

OWL BLUE OWL CAPITAL INC17.7K sharesnew addition2026-03-312026-06-01

HUN HUNTSMAN CORP12.1K sharesnew addition2026-03-312026-06-01

FRSH FRESHWORKS INC17.7K sharesnew addition2026-03-312026-06-01

CCC CCC INTELLIGENT SOLUTIONS HL17.6K sharesnew addition2026-03-312026-06-01

MPW MEDICAL PROPERTIES TRUST INC20.3K shares-17.09%2026-03-312026-06-01

JBLU JETBLUE AIRWAYS CORP21.2K sharesnew addition2026-03-312026-06-01

Sponsored

PTON PELOTON INTERACTIVE INC20.4K sharesnew addition2026-03-312026-06-01

WEAV WEAVE COMMUNICATIONS INC15.2K sharesnew addition2026-03-312026-06-01

NWL NEWELL BRANDS INC16.0K shares21.24%2026-03-312026-06-01

BZAI BLAIZE HLDGS INC29.2K sharesnew addition2026-03-312026-06-01

BLND BLEND LABS INC23.9K sharesnew addition2026-03-312026-06-01

SFIX STITCH FIX INC10.8K sharesnew addition2026-03-312026-06-01

RPAY REPAY HLDGS CORP11.9K sharesnew addition2026-03-312026-06-01

KOS KOSMOS ENERGY LTD11.0K sharesnew addition2026-03-312026-06-01

Sponsored

ORBS EIGHTCO HOLDINGS INC30.8K sharesnew addition2026-03-312026-06-01

ZIP ZIPRECRUITER INC13.5K sharesnew addition2026-03-312026-06-01

CNDT CONDUENT INC18.6K sharesnew addition2026-03-312026-06-01

MVIS MICROVISION INC DEL35.9K sharesnew addition2026-03-312026-06-01

ALIT ALIGHT INC39.0K sharesnew addition2026-03-312026-06-01

SVC SERVICE PPTYS TR15.1K sharesnew addition2026-03-312026-06-01

ALDX ALDEYRA THERAPEUTICS INC11.5K sharesnew addition2026-03-312026-06-01

FATE FATE THERAPEUTICS INC14.6K sharesnew addition2026-03-312026-06-01

Sponsored

CDXS CODEXIS INC10.6K sharesnew addition2026-03-312026-06-01

GETY GETTY IMAGES HOLDINGS INC20.6K sharesnew addition2026-03-312026-06-01

BYND BEYOND MEAT INC22.4K sharesnew addition2026-03-312026-06-01

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC13.1K sharesnew addition2026-03-312026-06-01

RXT RACKSPACE TECHNOLOGY INC12.0K sharesnew addition2026-03-312026-06-01

GOSS GOSSAMER BIO INC11.8K sharesnew addition2026-03-312026-06-01

VANGUARD INDEX FDS

0.09%

Shares28.6K

Event2026-03-31

Filed2026-06-01

ALPHABET INC

1.24%

Shares43.4K

Event2026-03-31

Filed2026-06-01

SPY

STATE STR SPDR S&P 500 ETF T

-3.29%

Shares16.9K

Event2026-03-31

Filed2026-06-01

XYLD

GLOBAL X FDS

-2.72%

Shares268.7K

Event2026-03-31

Filed2026-06-01

QYLD

GLOBAL X FDS

-5.40%

Shares580.2K

Event2026-03-31

Filed2026-06-01

JEPQ

J P MORGAN EXCHANGE TRADED F

28.81%

Shares140.8K

Event2026-03-31

Filed2026-06-01

IWM

ISHARES TR

-1.60%

Shares27.5K

Event2026-03-31

Filed2026-06-01

EFA

ISHARES TR

-2.17%

Shares70.0K

Event2026-03-31

Filed2026-06-01

AAPL

APPLE INC

-8.64%

Shares20.1K

Event2026-03-31

Filed2026-06-01

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares126.0K

Event2026-03-31

Filed2026-06-01

NVDA

NVIDIA CORPORATION

-29.22%

Shares27.6K

Event2026-03-31

Filed2026-06-01

ALPHABET INC

10.58%

Shares15.7K

Event2026-03-31

Filed2026-06-01

DFUS

DIMENSIONAL ETF TRUST

-2.61%

Shares42.9K

Event2026-03-31

Filed2026-06-01

FIG

FIGMA INC

-42.41%

Shares135.8K

Event2026-03-31

Filed2026-06-01

IVV

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-06-01

DVY

ISHARES TR

-2.03%

Shares16.9K

Event2026-03-31

Filed2026-06-01

MERCK & CO INC

-0.12%

Shares18.6K

Event2026-03-31

Filed2026-06-01

MSFT

MICROSOFT CORP

-7.85%

Shares5.7K

Event2026-03-31

Filed2026-06-01

AMZN

AMAZON COM INC

-33.16%

Shares9.4K

Event2026-03-31

Filed2026-06-01

JEPI

J P MORGAN EXCHANGE TRADED F

-12.44%

Shares33.1K

Event2026-03-31

Filed2026-06-01

EIX

EDISON INTL

-10.64%

Shares25.5K

Event2026-03-31

Filed2026-06-01

FDX

FEDEX CORP

1.11%

Shares5.2K

Event2026-03-31

Filed2026-06-01

LAM RESEARCH CORP

0.23%

Shares8.6K

Event2026-03-31

Filed2026-06-01

FIX

COMFORT SYS USA INC

-21.12%

Shares1.2K

Event2026-03-31

Filed2026-06-01

FTI

TECHNIPFMC PLC

1.09%

Shares24.0K

Event2026-03-31

Filed2026-06-01

JBHT

HUNT J B TRANS SVCS INC

-2.01%

Shares7.3K

Event2026-03-31

Filed2026-06-01

CHUBB LTD SWITZ

-28.06%

Shares4.5K

Event2026-03-31

Filed2026-06-01

MICRON TECHNOLOGY INC

-10.10%

Shares4.4K

Event2026-03-31

Filed2026-06-01

GLDM

WORLD GOLD TR

-7.73%

Shares15.7K

Event2026-03-31

Filed2026-06-01

BMY

BRISTOL-MYERS SQUIBB CO

-31.48%

Shares23.2K

Event2026-03-31

Filed2026-06-01

BROADCOM INC

39.52%

Shares4.5K

Event2026-03-31

Filed2026-06-01

WMT

WALMART INC

-17.82%

Shares10.9K

Event2026-03-31

Filed2026-06-01

PCG

PG&E CORP

-33.98%

Shares75.0K

Event2026-03-31

Filed2026-06-01

GLD

SPDR GOLD TR

-2.60%

Shares3.0K

Event2026-03-31

Filed2026-06-01

REGN

REGENERON PHARMACEUTICALS

1.65%

Shares1.7K

Event2026-03-31

Filed2026-06-01

WDC

WESTERN DIGITAL CORP

0.17%

Shares4.6K

Event2026-03-31

Filed2026-06-01

FCX

FREEPORT MCMORAN INC

1.46%

Shares19.3K

Event2026-03-31

Filed2026-06-01

INTC

INTEL CORP

-40.02%

Shares25.5K

Event2026-03-31

Filed2026-06-01

BUCK

SIMPLIFY EXCHANGE TRADED FUN

-13.41%

Shares47.9K

Event2026-03-31

Filed2026-06-01

PSX

PHILLIPS 66

-27.26%

Shares5.9K

Event2026-03-31

Filed2026-06-01

GENERAL MTRS CO

11.96%

Shares13.6K

Event2026-03-31

Filed2026-06-01

CIEN

CIENA CORP

0.04%

Shares2.4K

Event2026-03-31

Filed2026-06-01

AEP

AMERICAN ELEC PWR CO INC

-12.03%

Shares6.9K

Event2026-03-31

Filed2026-06-01

LMT

LOCKHEED MARTIN CORP

-15.23%

Shares1.5K

Event2026-03-31

Filed2026-06-01

SNDK

SANDISK CORP

-51.57%

Shares1.4K

Event2026-03-31

Filed2026-06-01

ABNB

AIRBNB INC

-38.71%

Shares6.7K

Event2026-03-31

Filed2026-06-01

PEP

PEPSICO INC

-55.99%

Shares5.4K

Event2026-03-31

Filed2026-06-01

ROST

ROSS STORES INC

0.40%

Shares3.8K

Event2026-03-31

Filed2026-06-01

PLTR

PALANTIR TECHNOLOGIES INC

-47.65%

Shares5.6K

Event2026-03-31

Filed2026-06-01

TSLA

TESLA INC

-33.25%

Shares2.2K

Event2026-03-31

Filed2026-06-01

VRT

VERTIV HOLDINGS CO

44.50%

Shares3.2K

Event2026-03-31

Filed2026-06-01

EQIX

EQUINIX INC

14.98%

Shares806

Event2026-03-31

Filed2026-06-01

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares15.6K

Event2026-03-31

Filed2026-06-01

NEM

NEWMONT CORP

-37.35%

Shares7.0K

Event2026-03-31

Filed2026-06-01

SURE

ADVISORSHARES TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-06-01

DOV

DOVER CORP

0.03%

Shares3.6K

Event2026-03-31

Filed2026-06-01

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares19.6K

Event2026-03-31

Filed2026-06-01

JNJ

JOHNSON & JOHNSON

0.17%

Shares3.0K

Event2026-03-31

Filed2026-06-01

NOW

SERVICENOW INC

100.00%

Shares7.0K

Event2026-03-31

Filed2026-06-01

VTR

VENTAS INC

-25.34%

Shares9.0K

Event2026-03-31

Filed2026-06-01

XOM

EXXON MOBIL CORP

0.35%

Shares4.3K

Event2026-03-31

Filed2026-06-01

META

META PLATFORMS INC

-18.09%

Shares1.3K

Event2026-03-31

Filed2026-06-01

TSN

TYSON FOODS INC

-9.26%

Shares11.2K

Event2026-03-31

Filed2026-06-01

INVESCO QQQ TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-06-01

CMI

CUMMINS INC

0.38%

Shares1.3K

Event2026-03-31

Filed2026-06-01

AVDE

AMERICAN CENTY ETF TR

New

Shares8.3K

Event2026-03-31

Filed2026-06-01

MLI

MUELLER INDS INC

-28.88%

Shares6.3K

Event2026-03-31

Filed2026-06-01

BWA

BORGWARNER INC

-21.52%

Shares12.8K

Event2026-03-31

Filed2026-06-01

TJX

TJX COS INC NEW

-45.15%

Shares4.3K

Event2026-03-31

Filed2026-06-01

GEV

GE VERNOVA INC

-22.46%

Shares787

Event2026-03-31

Filed2026-06-01

GE AEROSPACE

-49.36%

Shares2.4K

Event2026-03-31

Filed2026-06-01

MFDX

PIMCO EQUITY SER

0.00%

Shares16.9K

Event2026-03-31

Filed2026-06-01

CNC

CENTENE CORP DEL

-53.08%

Shares20.0K

Event2026-03-31

Filed2026-06-01

NYT

NEW YORK TIMES CO MTN BE

8.82%

Shares7.7K

Event2026-03-31

Filed2026-06-01

HII

HUNTINGTON INGALLS INDS INC

-1.62%

Shares1.7K

Event2026-03-31

Filed2026-06-01

DOLLAR GEN CORP

-40.14%

Shares5.3K

Event2026-03-31

Filed2026-06-01

VTI

VANGUARD INDEX FDS

0.05%

Shares1.9K

Event2026-03-31

Filed2026-06-01

TER

TERADYNE INC

34.60%

Shares2.1K

Event2026-03-31

Filed2026-06-01

VTWO

VANGUARD SCOTTSDALE FDS

5.94%

Shares6.2K

Event2026-03-31

Filed2026-06-01

CITIGROUP INC

-31.57%

Shares5.4K

Event2026-03-31

Filed2026-06-01

JPM

JPMORGAN CHASE & CO

-9.70%

Shares2.1K

Event2026-03-31

Filed2026-06-01

CRM

SALESFORCE INC

150.62%

Shares3.3K

Event2026-03-31

Filed2026-06-01

GENERAL DYNAMICS CORP

-50.85%

Shares1.8K

Event2026-03-31

Filed2026-06-01

CFG

CITIZENS FINL GROUP INC

2.69%

Shares9.8K

Event2026-03-31

Filed2026-06-01

PINNACLE FINL PARTNERS INC

New

Shares6.8K

Event2026-03-31

Filed2026-06-01

PROCTER & GAMBLE CO

149.94%

Shares4.0K

Event2026-03-31

Filed2026-06-01

FIVE

FIVE BELOW INC

19.12%

Shares2.5K

Event2026-03-31

Filed2026-06-01

MFUS

PIMCO EQUITY SER

0.00%

Shares9.6K

Event2026-03-31

Filed2026-06-01

NTRA

NATERA INC

-33.49%

Shares2.8K

Event2026-03-31

Filed2026-06-01

LLY

ELI LILLY & CO

9.36%

Shares596

Event2026-03-31

Filed2026-06-01

INCY

INCYTE CORP

-36.92%

Shares5.7K

Event2026-03-31

Filed2026-06-01

BIIB

BIOGEN INC

5.02%

Shares2.8K

Event2026-03-31

Filed2026-06-01

PHILIP MORRIS INTL INC

-11.66%

Shares3.1K

Event2026-03-31

Filed2026-06-01

WELL

WELLTOWER INC

-39.26%

Shares2.5K

Event2026-03-31

Filed2026-06-01

TPR

TAPESTRY INC

0.06%

Shares3.4K

Event2026-03-31

Filed2026-06-01

ALCOA CORP

0.14%

Shares7.3K

Event2026-03-31

Filed2026-06-01

AMD

ADVANCED MICRO DEVICES INC

-2.43%

Shares2.4K

Event2026-03-31

Filed2026-06-01

BERKSHIRE HATHAWAY INC DEL

-59.74%

Shares980

Event2026-03-31

Filed2026-06-01

VISA INC

7.29%

Shares1.5K

Event2026-03-31

Filed2026-06-01

ILMN

ILLUMINA INC

-32.90%

Shares3.8K

Event2026-03-31

Filed2026-06-01

FTNT

FORTINET INC

-50.00%

Shares5.6K

Event2026-03-31

Filed2026-06-01

VXUS

VANGUARD STAR FDS

0.00%

Shares5.9K

Event2026-03-31

Filed2026-06-01

MNST

MONSTER BEVERAGE CORP NEW

0.02%

Shares6.2K

Event2026-03-31

Filed2026-06-01

DHR

DANAHER CORP DEL

-20.94%

Shares2.3K

Event2026-03-31

Filed2026-06-01

USB

US BANCORP

-16.77%

Shares8.5K

Event2026-03-31

Filed2026-06-01

VIG

VANGUARD SPECIALIZED FUNDS

-22.12%

Shares2.1K

Event2026-03-31

Filed2026-06-01

DECK

DECKERS OUTDOOR CORP

-13.43%

Shares4.4K

Event2026-03-31

Filed2026-06-01

PNC

PNC FINL SVCS GROUP INC

-42.73%

Shares2.1K

Event2026-03-31

Filed2026-06-01

FIS

FIDELITY NATL INFORMATION SV

New

Shares9.4K

Event2026-03-31

Filed2026-06-01

JHG

JANUS HENDERSON GROUP PLC

-17.06%

Shares8.5K

Event2026-03-31

Filed2026-06-01

DOCU

DOCUSIGN INC

New

Shares9.2K

Event2026-03-31

Filed2026-06-01

INTU

INTUIT

123.60%

Shares995

Event2026-03-31

Filed2026-06-01

EME

EMCOR GROUP INC

23.77%

Shares578

Event2026-03-31

Filed2026-06-01

STIFEL FINL CORP

7.74%

Shares5.8K

Event2026-03-31

Filed2026-06-01

ARMK

ARAMARK

-29.82%

Shares10.5K

Event2026-03-31

Filed2026-06-01

CURTISS WRIGHT CORP

0.16%

Shares614

Event2026-03-31

Filed2026-06-01

ZOOM COMMUNICATIONS INC

-68.30%

Shares5.2K

Event2026-03-31

Filed2026-06-01

NTRS

NORTHERN TR CORP

-24.91%

Shares3.0K

Event2026-03-31

Filed2026-06-01

UPS

UNITED PARCEL SVCS INC

-45.35%

Shares4.2K

Event2026-03-31

Filed2026-06-01

HON

HONEYWELL INTL INC

New

Shares1.8K

Event2026-03-31

Filed2026-06-01

DAL

DELTA AIR LINES INC

-16.98%

Shares6.2K

Event2026-03-31

Filed2026-06-01

CAT

CATERPILLAR INC

0.35%

Shares578

Event2026-03-31

Filed2026-06-01

BDX

BECTON DICKINSON & CO

-8.39%

Shares2.6K

Event2026-03-31

Filed2026-06-01

DVN

DEVON ENERGY CORP NEW

0.04%

Shares8.0K

Event2026-03-31

Filed2026-06-01

MKTX

MARKETAXESS HLDGS INC

-43.14%

Shares2.4K

Event2026-03-31

Filed2026-06-01

AKAM

AKAMAI TECHNOLOGIES INC

0.03%

Shares3.5K

Event2026-03-31

Filed2026-06-01

MMC

MARSH & MCLENNAN COS INC

23.14%

Shares2.3K

Event2026-03-31

Filed2026-06-01

OMC

OMNICOM GROUP INC

-27.90%

Shares5.3K

Event2026-03-31

Filed2026-06-01

PLD

PROLOGIS INC.

-10.89%

Shares3.0K

Event2026-03-31

Filed2026-06-01

MTZ

MASTEC INC

0.16%

Shares1.2K

Event2026-03-31

Filed2026-06-01

EXPE

EXPEDIA GROUP INC

-71.88%

Shares1.6K

Event2026-03-31

Filed2026-06-01

ATLASSIAN CORPORATION

-48.56%

Shares5.5K

Event2026-03-31

Filed2026-06-01

MEDP

MEDPACE HLDGS INC

-66.30%

Shares774

Event2026-03-31

Filed2026-06-01

PYPL

PAYPAL HLDGS INC

-4.88%

Shares8.1K

Event2026-03-31

Filed2026-06-01

TXT

TEXTRON INC

-41.33%

Shares4.2K

Event2026-03-31

Filed2026-06-01

HAL

HALLIBURTON CO

0.38%

Shares9.3K

Event2026-03-31

Filed2026-06-01

ATI

ATI INC

0.04%

Shares2.5K

Event2026-03-31

Filed2026-06-01

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares7.3K

Event2026-03-31

Filed2026-06-01

CAOS

EA SERIES TRUST

New

Shares3.9K

Event2026-03-31

Filed2026-06-01

FEDERAL RLTY INVT TR NEW

-38.50%

Shares3.3K

Event2026-03-31

Filed2026-06-01

EFX

EQUIFAX INC

New

Shares1.9K

Event2026-03-31

Filed2026-06-01

LITE

LUMENTUM HLDGS INC

New

Shares492

Event2026-03-31

Filed2026-06-01

IBM

INTERNATIONAL BUSINESS MACHS

35.69%

Shares1.4K

Event2026-03-31

Filed2026-06-01

AMP

AMERIPRISE FINL INC

-47.69%

Shares771

Event2026-03-31

Filed2026-06-01

CMG

CHIPOTLE MEXICAN GRILL INC

-14.22%

Shares10.7K

Event2026-03-31

Filed2026-06-01

WMB

WILLIAMS COS INC

-33.99%

Shares4.7K

Event2026-03-31

Filed2026-06-01

HAS

HASBRO INC

0.06%

Shares3.6K

Event2026-03-31

Filed2026-06-01

BURL

BURLINGTON STORES INC

New

Shares1.0K

Event2026-03-31

Filed2026-06-01

VIK

VIKING HOLDINGS LTD

-39.90%

Shares4.6K

Event2026-03-31

Filed2026-06-01

KMI

KINDER MORGAN INC DEL

9.50%

Shares10.0K

Event2026-03-31

Filed2026-06-01

NFLX

NETFLIX INC.

14.53%

Shares3.5K

Event2026-03-31

Filed2026-06-01

VEEV

VEEVA SYS INC

New

Shares1.9K

Event2026-03-31

Filed2026-06-01

NBIX

NEUROCRINE BIOSCIENCES INC

-51.90%

Shares2.5K

Event2026-03-31

Filed2026-06-01

TGT

TARGET CORP

-0.91%

Shares2.7K

Event2026-03-31

Filed2026-06-01

APH

AMPHENOL CORP

-52.87%

Shares2.6K

Event2026-03-31

Filed2026-06-01

EXEL

EXELIXIS INC

-56.57%

Shares7.7K

Event2026-03-31

Filed2026-06-01

ONTO

ONTO INNOVATION INC

2.12%

Shares1.6K

Event2026-03-31

Filed2026-06-01

AXP

AMERICAN EXPRESS CO

7.20%

Shares1.1K

Event2026-03-31

Filed2026-06-01

DOW

DOW HLDGS INC

New

Shares7.7K

Event2026-03-31

Filed2026-06-01

AMKR

AMKOR TECHNOLOGY INC

0.13%

Shares7.1K

Event2026-03-31

Filed2026-06-01

ARISTA NETWORKS INC

-70.57%

Shares2.5K

Event2026-03-31

Filed2026-06-01

MATCH GROUP INC NEW

10.78%

Shares10.1K

Event2026-03-31

Filed2026-06-01

DUPONT DE NEMOURS INC

0.00%

Shares6.7K

Event2026-03-31

Filed2026-06-01

PAYX

PAYCHEX INC

New

Shares3.3K

Event2026-03-31

Filed2026-06-01

GPC

GENUINE PARTS CO

New

Shares2.9K

Event2026-03-31

Filed2026-06-01

ROP

ROPER TECHNOLOGIES INC

7.03%

Shares853

Event2026-03-31

Filed2026-06-01

AVDV

AMERICAN CENTY ETF TR

-22.16%

Shares3.0K

Event2026-03-31

Filed2026-06-01

SPGI

S&P GLOBAL INC

New

Shares709

Event2026-03-31

Filed2026-06-01

RBC

RBC BEARINGS INC

6.35%

Shares553

Event2026-03-31

Filed2026-06-01

AME

AMETEK INC

-24.05%

Shares1.4K

Event2026-03-31

Filed2026-06-01

UNP

UNION PAC CORP

-3.52%

Shares1.2K

Event2026-03-31

Filed2026-06-01

LEN

LENNAR CORP

New

Shares3.4K

Event2026-03-31

Filed2026-06-01

GARTNER INC

-44.47%

Shares1.9K

Event2026-03-31

Filed2026-06-01

THE CIGNA GROUP

New

Shares1.1K

Event2026-03-31

Filed2026-06-01

LULU

LULULEMON ATHLETICA INC

New

Shares1.9K

Event2026-03-31

Filed2026-06-01

TXRH

TEXAS ROADHOUSE INC

-24.98%

Shares1.8K

Event2026-03-31

Filed2026-06-01

IVZ

INVESCO LTD

-9.46%

Shares12.0K

Event2026-03-31

Filed2026-06-01

AON PLC

New

Shares886

Event2026-03-31

Filed2026-06-01

VEA

VANGUARD TAX-MANAGED FDS

-6.40%

Shares4.4K

Event2026-03-31

Filed2026-06-01

TTC

TORO CO

18.42%

Shares3.0K

Event2026-03-31

Filed2026-06-01

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-06-01

WWD

WOODWARD INC

3.32%

Shares779

Event2026-03-31

Filed2026-06-01

VFC

V F CORP

51.75%

Shares16.4K

Event2026-03-31

Filed2026-06-01

UTHR

UNITED THERAPEUTICS CORP DEL

-67.90%

Shares470

Event2026-03-31

Filed2026-06-01

BMRN

BIOMARIN PHARMACEUTICAL INC

-52.08%

Shares4.9K

Event2026-03-31

Filed2026-06-01

MASI

MASIMO CORP

New

Shares1.5K

Event2026-03-31

Filed2026-06-01

CACI

CACI INTL INC

-18.52%

Shares497

Event2026-03-31

Filed2026-06-01

SON

SONOCO PRODS CO

0.00%

Shares4.9K

Event2026-03-31

Filed2026-06-01

KMX

CARMAX INC

9.00%

Shares6.4K

Event2026-03-31

Filed2026-06-01

CRCL

CIRCLE INTERNET GROUP INC

New

Shares2.8K

Event2026-03-31

Filed2026-06-01

CAG

CONAGRA BRANDS INC

New

Shares16.7K

Event2026-03-31

Filed2026-06-01

TRV

TRAVELERS COMPANIES INC

-27.18%

Shares900

Event2026-03-31

Filed2026-06-01

MOH

MOLINA HEALTHCARE INC

New

Shares1.9K

Event2026-03-31

Filed2026-06-01

PCAR

PACCAR INC

0.09%

Shares2.2K

Event2026-03-31

Filed2026-06-01

IEX

IDEX CORP

0.08%

Shares1.3K

Event2026-03-31

Filed2026-06-01

HST

HOST HOTELS & RESORTS INC

16.80%

Shares13.1K

Event2026-03-31

Filed2026-06-01

AGG

ISHARES TR

New

Shares2.5K

Event2026-03-31

Filed2026-06-01

SYK

STRYKER CORPORATION

New

Shares748

Event2026-03-31

Filed2026-06-01

JEF

JEFFERIES FINANCIAL GROUP IN

-8.65%

Shares5.9K

Event2026-03-31

Filed2026-06-01

CHWY

CHEWY INC

-26.88%

Shares9.0K

Event2026-03-31

Filed2026-06-01

CPRT

COPART INC

New

Shares7.3K

Event2026-03-31

Filed2026-06-01

VWO

VANGUARD INTL EQUITY INDEX F

4.62%

Shares4.4K

Event2026-03-31

Filed2026-06-01

OXY

OCCIDENTAL PETE CORP

New

Shares3.7K

Event2026-03-31

Filed2026-06-01

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares9.6K

Event2026-03-31

Filed2026-06-01

UNH

UNITEDHEALTH GROUP INC

-26.54%

Shares872

Event2026-03-31

Filed2026-06-01

BSX

BOSTON SCIENTIFIC CORP

New

Shares3.8K

Event2026-03-31

Filed2026-06-01

BKNG

BOOKING HOLDINGS INC

-70.21%

Shares56

Event2026-03-31

Filed2026-06-01

COST

COSTCO WHOLESALE CORPORATION

New

Shares236

Event2026-03-31

Filed2026-06-01

PCOR

PROCORE TECHNOLOGIES INC

New

Shares4.1K

Event2026-03-31

Filed2026-06-01

CTA

SIMPLIFY EXCHANGE TRADED FUN

-13.44%

Shares7.7K

Event2026-03-31

Filed2026-06-01

SDY

SPDR SERIES TRUST

0.00%

Shares1.6K

Event2026-03-31

Filed2026-06-01

PROSPERITY BANCSHARES INC

-15.59%

Shares3.4K

Event2026-03-31

Filed2026-06-01

PFG

PRINCIPAL FINANCIAL GROUP IN

-21.15%

Shares2.5K

Event2026-03-31

Filed2026-06-01

THC

TENET HEALTHCARE CORP

-59.57%

Shares1.2K

Event2026-03-31

Filed2026-06-01

CNH

CNH INDL N V

-29.75%

Shares20.3K

Event2026-03-31

Filed2026-06-01

ENS

ENERSYS

New

Shares1.3K

Event2026-03-31

Filed2026-06-01

EVERSOURCE ENERGY

New

Shares3.2K

Event2026-03-31

Filed2026-06-01

NTNX

NUTANIX INC

New

Shares5.8K

Event2026-03-31

Filed2026-06-01

DXCM

DEXCOM INC

-31.69%

Shares3.5K

Event2026-03-31

Filed2026-06-01

ITA

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-06-01

DBMF

LITMAN GREGORY FDS TR

New

Shares7.3K

Event2026-03-31

Filed2026-06-01

ITT INC

New

Shares1.2K

Event2026-03-31

Filed2026-06-01

BANK NEW YORK MELLON CORP

-45.15%

Shares1.9K

Event2026-03-31

Filed2026-06-01

AVEM

AMERICAN CENTY ETF TR

New

Shares2.7K

Event2026-03-31

Filed2026-06-01

BFAM

BRIGHT HORIZONS FAM SOL IN D

3.33%

Shares2.7K

Event2026-03-31

Filed2026-06-01

SNOW

SNOWFLAKE INC

-53.95%

Shares1.5K

Event2026-03-31

Filed2026-06-01

CMCSA

COMCAST CORP NEW

New

Shares7.6K

Event2026-03-31

Filed2026-06-01

ALGN

ALIGN TECHNOLOGY INC

New

Shares1.3K

Event2026-03-31

Filed2026-06-01

COKE

COCA COLA CONS INC

New

Shares1.1K

Event2026-03-31

Filed2026-06-01

SRPT

SAREPTA THERAPEUTICS INC

-45.92%

Shares9.9K

Event2026-03-31

Filed2026-06-01

AXS

AXIS CAP HLDGS LTD

-36.00%

Shares2.1K

Event2026-03-31

Filed2026-06-01

SCI

SERVICE CORP INTL

-16.87%

Shares2.6K

Event2026-03-31

Filed2026-06-01

ANTERO RESOURCES CORP

-63.25%

Shares5.0K

Event2026-03-31

Filed2026-06-01

TRADEWEB MKTS INC

-8.26%

Shares1.8K

Event2026-03-31

Filed2026-06-01

SFM

SPROUTS FMRS MKT INC

New

Shares2.7K

Event2026-03-31

Filed2026-06-01

GAP

GAP INC

-39.53%

Shares8.7K

Event2026-03-31

Filed2026-06-01

FDS

FACTSET RESH SYS INC

-51.04%

Shares966

Event2026-03-31

Filed2026-06-01

FISERV INC

New

Shares3.7K

Event2026-03-31

Filed2026-06-01

BBWI

BATH & BODY WORKS INC

New

Shares11.1K

Event2026-03-31

Filed2026-06-01

GENPACT LIMITED

-58.57%

Shares5.6K

Event2026-03-31

Filed2026-06-01

DFCF

DIMENSIONAL ETF TRUST

New

Shares4.9K

Event2026-03-31

Filed2026-06-01

TREX

TREX INC

-50.06%

Shares5.6K

Event2026-03-31

Filed2026-06-01

MSCI

MSCI INC

-38.51%

Shares380

Event2026-03-31

Filed2026-06-01

BLACKSTONE INC

New

Shares1.8K

Event2026-03-31

Filed2026-06-01

HCA

HCA HEALTHCARE INC

-26.42%

Shares429

Event2026-03-31

Filed2026-06-01

ZSCALER INC

37.79%

Shares1.4K

Event2026-03-31

Filed2026-06-01

MDB

MONGODB INC

19.39%

Shares819

Event2026-03-31

Filed2026-06-01

SHOP

SHOPIFY INC

5.63%

Shares1.7K

Event2026-03-31

Filed2026-06-01

SENTINELONE INC

6.04%

Shares15.4K

Event2026-03-31

Filed2026-06-01

ADT

ADT INC DEL

-68.68%

Shares24.7K

Event2026-03-31

Filed2026-06-01

OWL

BLUE OWL CAPITAL INC

New

Shares17.7K

Event2026-03-31

Filed2026-06-01

HUN

HUNTSMAN CORP

New

Shares12.1K

Event2026-03-31

Filed2026-06-01

FRSH

FRESHWORKS INC

New

Shares17.7K

Event2026-03-31

Filed2026-06-01

CCC

CCC INTELLIGENT SOLUTIONS HL

New

Shares17.6K

Event2026-03-31

Filed2026-06-01

MPW

MEDICAL PROPERTIES TRUST INC

-17.09%

Shares20.3K

Event2026-03-31

Filed2026-06-01

JBLU

JETBLUE AIRWAYS CORP

New

Shares21.2K

Event2026-03-31

Filed2026-06-01

PTON

PELOTON INTERACTIVE INC

New

Shares20.4K

Event2026-03-31

Filed2026-06-01

WEAV

WEAVE COMMUNICATIONS INC

New

Shares15.2K

Event2026-03-31

Filed2026-06-01

NWL

NEWELL BRANDS INC

21.24%

Shares16.0K

Event2026-03-31

Filed2026-06-01

BZAI

BLAIZE HLDGS INC

New

Shares29.2K

Event2026-03-31

Filed2026-06-01

BLND

BLEND LABS INC

New

Shares23.9K

Event2026-03-31

Filed2026-06-01

SFIX

STITCH FIX INC

New

Shares10.8K

Event2026-03-31

Filed2026-06-01

RPAY

REPAY HLDGS CORP

New

Shares11.9K

Event2026-03-31

Filed2026-06-01

KOS

KOSMOS ENERGY LTD

New

Shares11.0K

Event2026-03-31

Filed2026-06-01

ORBS

EIGHTCO HOLDINGS INC

New

Shares30.8K

Event2026-03-31

Filed2026-06-01

ZIP

ZIPRECRUITER INC

New

Shares13.5K

Event2026-03-31

Filed2026-06-01

CNDT

CONDUENT INC

New

Shares18.6K

Event2026-03-31

Filed2026-06-01

MVIS

MICROVISION INC DEL

New

Shares35.9K

Event2026-03-31

Filed2026-06-01

ALIT

ALIGHT INC

New

Shares39.0K

Event2026-03-31

Filed2026-06-01

SVC

SERVICE PPTYS TR

New

Shares15.1K

Event2026-03-31

Filed2026-06-01

ALDX

ALDEYRA THERAPEUTICS INC

New

Shares11.5K

Event2026-03-31

Filed2026-06-01

FATE

FATE THERAPEUTICS INC

New

Shares14.6K

Event2026-03-31

Filed2026-06-01

CDXS

CODEXIS INC

New

Shares10.6K

Event2026-03-31

Filed2026-06-01

GETY

GETTY IMAGES HOLDINGS INC

New

Shares20.6K

Event2026-03-31

Filed2026-06-01

BYND

BEYOND MEAT INC

New

Shares22.4K

Event2026-03-31

Filed2026-06-01

AMC ENTMT HLDGS INC

New

Shares13.1K

Event2026-03-31

Filed2026-06-01

RXT

RACKSPACE TECHNOLOGY INC

New

Shares12.0K

Event2026-03-31

Filed2026-06-01

GOSS

GOSSAMER BIO INC

New

Shares11.8K

Event2026-03-31

Filed2026-06-01

Call Option Holdings

AXP Call CallAMERICAN EXPRESS CO1.0K sharesnew addition2026-03-312026-06-01

NVDA Call CallNVIDIA CORPORATION1.2K shares0.00%2026-03-312026-06-01

AXP Call

AMERICAN EXPRESS CO

New

Shares1.0K

Event2026-03-31

Filed2026-06-01

NVDA Call

NVIDIA CORPORATION

0.00%

Shares1.2K

Event2026-03-31

Filed2026-06-01

Put Option Holdings

FIG Put PutFIGMA INC140.0K shares-41.67%2026-03-312026-06-01

FIG Put

FIGMA INC

-41.67%

Shares140.0K

Event2026-03-31

Filed2026-06-01