Sponsored

The Analysis of CHATHAM CAPITAL GROUP, INC.'s Holdings & P&L

Currently, CHATHAM CAPITAL GROUP, INC. holds 198 types of securities in its portfolio with a total value $689.3M. In the most recent quarter, they have increased their positions in VBIL (+89.0K shares, valued at $6.7M), BSJR (+244.0K shares, valued at $5.5M), IBTO (+153.6K shares, valued at $3.7M); decreased their positions in CACI (-10.3K shares, valued at $5.6M), N/A (-37.8K shares, valued at $3.3M), FLOT (-49.9K shares, valued at $2.5M); initiated new positions in IIIN (+70.0K shares, valued at $2.4M), CLMB (+89.8K shares, valued at $1.8M), RDVT (+25.2K shares, valued at $871.2K).

1M P&L

+1.3M+0.19%

3M P&L

-96.5M-12.88%

HY P&L

-55.3M-7.81%

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/A243.9M

40.3%

2Semiconductors33.7M

5.6%

3Drug Manufacturers - General24.9M

4.1%

Top Industries by Stock Count

1N/A64 stocks

34.8%

2Drug Manufacturers - General6 stocks

3.3%

3Utilities - Regulated Electric5 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VB VANGUARD INDEX FDS119.5K shares-3.36%2026-03-312026-04-21

NVDA NVIDIA CORPORATION168.4K shares-5.73%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR324.0K shares-10.44%2026-03-312026-04-21

AAPL APPLE INC77.1K shares0.25%2026-03-312026-04-21

GEV GE VERNOVA INC21.3K shares-4.71%2026-03-312026-04-21

IBTO ISHARES TR668.9K shares29.80%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T24.1K shares-1.67%2026-03-312026-04-21

ALPHABET INC ALPHABET INC54.0K shares-0.98%2026-03-312026-04-21

Sponsored

VV VANGUARD INDEX FDS50.4K shares-0.30%2026-03-312026-04-21

EMXC ISHARES INC181.1K shares25.37%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR23.4K shares-1.58%2026-03-312026-04-21

VGT VANGUARD WORLD FD19.1K shares-0.10%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS58.3K shares-0.98%2026-03-312026-04-21

MSFT MICROSOFT CORP33.6K shares-1.13%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F140.8K shares1.08%2026-03-312026-04-21

BSCR INVESCO EXCH TRD SLF IDX FD518.4K shares6.25%2026-03-312026-04-21

Sponsored

IBTH ISHARES TR418.8K shares-9.29%2026-03-312026-04-21

GLDM WORLD GOLD TR97.3K shares-18.49%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON34.4K shares0.03%2026-03-312026-04-21

LLY ELI LILLY & CO9.1K shares-0.53%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F156.7K shares0.71%2026-03-312026-04-21

MCD MCDONALDS CORP25.5K shares0.85%2026-03-312026-04-21

VBIL VANGUARD INSTL INDEX FD102.1K shares680.06%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO24.9K shares-0.33%2026-03-312026-04-21

Sponsored

GE AEROSPACE GE AEROSPACE23.9K shares0.22%2026-03-312026-04-21

POWL POWELL INDS INC11.8K shares-18.81%2026-03-312026-04-21

SNEX STONEX GROUP INC77.0K shares34.68%2026-03-312026-04-21

PROSHARES TR PROSHARES TR160.0K shares0.23%2026-03-312026-04-21

ICE INTERCONTINENTAL EXCHANGE IN37.7K shares-1.85%2026-03-312026-04-21

PSX PHILLIPS 6632.3K shares-0.06%2026-03-312026-04-21

ABBV ABBVIE INC26.2K shares-3.41%2026-03-312026-04-21

BSJR INVESCO EXCH TRD SLF IDX FD252.9K shares2741.33%2026-03-312026-04-21

Sponsored

MERCK & CO INC MERCK & CO INC46.0K shares-0.40%2026-03-312026-04-21

LOW LOWES COS INC23.1K shares0.00%2026-03-312026-04-21

HDV ISHARES TR39.7K shares1.28%2026-03-312026-04-21

CSCO CISCO SYS INC68.4K shares-0.33%2026-03-312026-04-21

AAON AAON INC63.9K shares-10.57%2026-03-312026-04-21

BEN FRANKLIN RESOURCES INC221.0K shares0.00%2026-03-312026-04-21

WMT WALMART INC41.9K shares-0.73%2026-03-312026-04-21

AMAT APPLIED MATLS INC14.8K shares0.86%2026-03-312026-04-21

Sponsored

TJX TJX COS INC NEW31.5K shares1.15%2026-03-312026-04-21

LMAT LEMAITRE VASCULAR INC43.8K shares-8.76%2026-03-312026-04-21

MATX MATSON INC29.1K shares-26.80%2026-03-312026-04-21

HD HOME DEPOT INC14.5K shares0.59%2026-03-312026-04-21

ORCL ORACLE CORP32.2K shares0.88%2026-03-312026-04-21

XOM EXXON MOBIL CORP27.7K shares-0.07%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO15.9K shares1.20%2026-03-312026-04-21

PG PROCTER & GAMBLE CO32.2K shares-0.42%2026-03-312026-04-21

Sponsored

SHM SPDR SERIES TRUST95.9K shares-2.34%2026-03-312026-04-21

MTRN MATERION CORP29.5K shares-7.90%2026-03-312026-04-21

TMUS T-MOBILE US INC20.3K shares-0.03%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP44.7K shares-1.30%2026-03-312026-04-21

FBNC FIRST BANCORP N C73.9K shares-7.44%2026-03-312026-04-21

OSIS OSI SYSTEMS INC15.7K shares-10.74%2026-03-312026-04-21

KO COCA COLA CO53.2K shares0.00%2026-03-312026-04-21

VUSB VANGUARD BD INDEX FDS80.5K shares18.83%2026-03-312026-04-21

Sponsored

UNP UNION PAC CORP16.0K shares3.61%2026-03-312026-04-21

HCI HCI GROUP INC25.1K shares-7.13%2026-03-312026-04-21

IBTK ISHARES TR186.0K shares14.86%2026-03-312026-04-21

QCOM QUALCOMM INC28.2K shares2.51%2026-03-312026-04-21

CSGS CSG SYS INTL INC43.1K shares-9.98%2026-03-312026-04-21

META META PLATFORMS INC5.8K shares-3.75%2026-03-312026-04-21

IBTI ISHARES TR148.0K shares2.33%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION3.1K shares1.37%2026-03-312026-04-21

Sponsored

MA MASTERCARD INCORPORATED6.2K shares1.95%2026-03-312026-04-21

UFPT UFP TECHNOLOGIES INC15.9K shares-10.53%2026-03-312026-04-21

PLUS EPLUS INC40.3K shares-10.38%2026-03-312026-04-21

CRVL CORVEL CORP54.9K shares-7.02%2026-03-312026-04-21

SYBT STOCK YDS BANCORP INC45.1K shares-7.02%2026-03-312026-04-21

FLOT ISHARES TR56.8K shares-46.74%2026-03-312026-04-21

MGRC MCGRATH RENTCORP25.8K shares-3.84%2026-03-312026-04-21

EPD ENTERPRISE PRODS PARTNERS L73.5K shares0.05%2026-03-312026-04-21

Sponsored

VO VANGUARD INDEX FDS9.3K shares4.44%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS53.1K shares0.00%2026-03-312026-04-21

LZB LA Z BOY INC76.3K shares-10.85%2026-03-312026-04-21

IXUS ISHARES TR28.0K shares4.67%2026-03-312026-04-21

ABT ABBOTT LABORATORIES23.3K shares-0.86%2026-03-312026-04-21

IIIN INSTEEL INDS INC70.0K sharesnew addition2026-03-312026-04-21

APD AIR PRODUCTS AND CHEMICALS I7.9K shares-1.86%2026-03-312026-04-21

CRAI CRA INTL INC14.2K shares-5.15%2026-03-312026-04-21

Sponsored

UTI UNIVERSAL TECHNICAL INST INC61.6K shares-10.05%2026-03-312026-04-21

MMS MAXIMUS INC34.1K shares-3.06%2026-03-312026-04-21

PEP PEPSICO INC13.7K shares-1.44%2026-03-312026-04-21

PSA PUBLIC STORAGE OPER CO7.5K shares9.15%2026-03-312026-04-21

MS MORGAN STANLEY12.2K shares-0.81%2026-03-312026-04-21

INTU INTUIT4.6K shares-0.13%2026-03-312026-04-21

GABC GERMAN AMERN BANCORP INC47.0K shares-10.40%2026-03-312026-04-21

BROADCOM INC BROADCOM INC6.3K shares0.00%2026-03-312026-04-21

Sponsored

GS GOLDMAN SACHS GROUP INC2.3K shares1.54%2026-03-312026-04-21

IWM ISHARES TR7.8K shares-1.27%2026-03-312026-04-21

XSD SPDR SERIES TRUST5.8K shares2.67%2026-03-312026-04-21

OMC OMNICOM GROUP INC24.6K shares0.00%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP8.6K shares-0.87%2026-03-312026-04-21

DGRW WISDOMTREE TR20.5K shares1.17%2026-03-312026-04-21

ALPHABET INC ALPHABET INC6.2K shares-4.63%2026-03-312026-04-21

ADUS ADDUS HOMECARE CORP19.0K shares-7.57%2026-03-312026-04-21

Sponsored

CLMB CLIMB GLOBAL SOLUTIONS INC89.8K sharesnew addition2026-03-312026-04-21

V VISA INC5.9K shares-1.30%2026-03-312026-04-21

GTY GETTY RLTY CORP NEW55.0K shares-8.39%2026-03-312026-04-21

LOB LIVE OAK BANCSHARES INC52.5K shares-8.25%2026-03-312026-04-21

VTI VANGUARD INDEX FDS5.4K shares9.69%2026-03-312026-04-21

COP CONOCOPHILLIPS12.7K shares0.02%2026-03-312026-04-21

BBSI BARRETT BUSINESS SVCS INC57.2K shares-1.69%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR64.7K shares0.00%2026-03-312026-04-21

Sponsored

VTV VANGUARD INDEX FDS7.6K shares2.37%2026-03-312026-04-21

HTO H2O AMERICA24.9K shares-8.20%2026-03-312026-04-21

IWO ISHARES TR4.6K shares-1.48%2026-03-312026-04-21

CSX CSX CORP35.4K shares-1.79%2026-03-312026-04-21

USPH U S PHYSICAL THERAPY18.4K shares-6.87%2026-03-312026-04-21

LNN LINDSAY CORP11.6K shares-7.02%2026-03-312026-04-21

RLI RLI CORP24.0K shares-9.22%2026-03-312026-04-21

CBZ CBIZ INC50.0K shares-1.81%2026-03-312026-04-21

Sponsored

VITL VITAL FARMS INC94.2K shares30.89%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO21.5K shares0.00%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS16.3K shares-3.08%2026-03-312026-04-21

SO SOUTHERN CO13.1K shares0.00%2026-03-312026-04-21

DVY ISHARES TR8.3K shares0.00%2026-03-312026-04-21

KWR QUAKER HOUGHTON10.1K shares-7.15%2026-03-312026-04-21

AMZN AMAZON COM INC5.8K shares-4.89%2026-03-312026-04-21

VBR VANGUARD INDEX FDS5.6K shares0.00%2026-03-312026-04-21

Sponsored

LQDT LIQUIDITY SVCS INC39.4K shares-9.76%2026-03-312026-04-21

EQT CORP EQT CORP18.8K shares-0.87%2026-03-312026-04-21

APH AMPHENOL CORP9.3K shares7.60%2026-03-312026-04-21

SPGI S&P GLOBAL INC2.7K shares-3.07%2026-03-312026-04-21

VIS VANGUARD WORLD FD3.6K shares0.00%2026-03-312026-04-21

MMC MARSH & MCLENNAN COS INC6.5K shares-4.79%2026-03-312026-04-21

VOX VANGUARD WORLD FD5.7K shares1.06%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS6.9K shares1.33%2026-03-312026-04-21

Sponsored

IJH ISHARES TR14.4K shares6.33%2026-03-312026-04-21

HON HONEYWELL INTL INC4.2K shares-70.99%2026-03-312026-04-21

SUB ISHARES TR8.7K shares0.00%2026-03-312026-04-21

IVV ISHARES TR1.4K shares0.00%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS3.7K shares0.00%2026-03-312026-04-21

RDVT RED VIOLET INC25.2K sharesnew addition2026-03-312026-04-21

MUB ISHARES TR7.9K shares0.00%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP1.4K shares0.00%2026-03-312026-04-21

Sponsored

SHW SHERWIN WILLIAMS CO2.6K shares-1.89%2026-03-312026-04-21

GLD SPDR GOLD TR1.9K shares-13.25%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC860 shares1.30%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR5.5K shares0.00%2026-03-312026-04-21

PFE PFIZER INC28.8K shares0.00%2026-03-312026-04-21

GBIL GOLDMAN SACHS ETF TR8.0K shares12.99%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS11.3K shares0.00%2026-03-312026-04-21

CVX CHEVRON CORPORATION3.5K shares15.12%2026-03-312026-04-21

Sponsored

CACI CACI INTL INC1.3K shares-88.81%2026-03-312026-04-21

LNT ALLIANT ENERGY CORP9.8K shares0.00%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC2.4K shares1.27%2026-03-312026-04-21

DIS DISNEY WALT CO6.6K shares0.00%2026-03-312026-04-21

NEE NEXTERA ENERGY INC6.7K shares0.00%2026-03-312026-04-21

WY WEYERHAEUSER CO25.1K shares1.80%2026-03-312026-04-21

IGV ISHARES TR7.6K shares30.90%2026-03-312026-04-21

ROK ROCKWELL AUTOMATION INC1.7K shares-2.88%2026-03-312026-04-21

Sponsored

MUNY VANGUARD NY TAX FREE FDS5.8K sharesnew addition2026-03-312026-04-21

VDE VANGUARD WORLD FD3.4K shares0.00%2026-03-312026-04-21

FDX FEDEX CORP1.6K shares0.00%2026-03-312026-04-21

CPRT COPART INC17.0K shares0.00%2026-03-312026-04-21

BA BOEING CO2.8K shares0.00%2026-03-312026-04-21

VCR VANGUARD WORLD FD1.5K shares0.00%2026-03-312026-04-21

ES EVERSOURCE ENERGY7.7K shares0.00%2026-03-312026-04-21

BSV VANGUARD BD INDEX FDS6.7K shares-2.89%2026-03-312026-04-21

Sponsored

CAT CATERPILLAR INC704 shares1.15%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR16.7K shares0.00%2026-03-312026-04-21

IWB ISHARES TR1.4K shares0.00%2026-03-312026-04-21

MPC MARATHON PETE CORP2.0K shares-5.20%2026-03-312026-04-21

T AT&T INC16.5K shares0.00%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares0.00%2026-03-312026-04-21

BAC BANK AMERICA CORP9.5K shares0.00%2026-03-312026-04-21

RTX RTX CORPORATION2.3K shares0.04%2026-03-312026-04-21

Sponsored

OKE ONEOK INC NEW4.6K shares0.00%2026-03-312026-04-21

XBI SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-04-21

KMI KINDER MORGAN INC DEL12.0K shares0.00%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS4.5K shares0.00%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR3.0K shares0.00%2026-03-312026-04-21

CMS CMS ENERGY CORP5.0K shares0.00%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL808 shares-3.58%2026-03-312026-04-21

TXRH TEXAS ROADHOUSE INC2.2K shares-1.01%2026-03-312026-04-21

Sponsored

VZ VERIZON COMMUNICATIONS INC7.4K shares0.00%2026-03-312026-04-21

DON WISDOMTREE TR7.0K shares0.00%2026-03-312026-04-21

LH LABCORP HOLDINGS INC1.3K shares0.00%2026-03-312026-04-21

INDA ISHARES TR7.0K shares0.00%2026-03-312026-04-21

THE CIGNA GROUP THE CIGNA GROUP1.2K shares0.00%2026-03-312026-04-21

CTBI COMMUNITY TR BANCORP INC5.3K shares0.00%2026-03-312026-04-21

AMGN AMGEN INC899 shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC1.8K shares0.00%2026-03-312026-04-21

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD15.1K shares0.00%2026-03-312026-04-21

XNTK SPDR SERIES TRUST1.1K shares0.00%2026-03-312026-04-21

XAR SPDR SERIES TRUST1.1K shares3.64%2026-03-312026-04-21

EMR EMERSON ELEC CO2.2K shares0.00%2026-03-312026-04-21

IWN ISHARES TR1.4K shares0.00%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC1.8K shares-13.66%2026-03-312026-04-21

RMD RESMED INC1.1K shares0.00%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC669 shares0.00%2026-03-312026-04-21

Sponsored

SHEL SHELL PLC2.5K sharesnew addition2026-03-312026-04-21

INTC INTEL CORP5.3K sharesnew addition2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR1.4K shares0.00%2026-03-312026-04-21

IGRO ISHARES TR2.6K shares-3.66%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR7.0K sharesnew addition2026-03-312026-04-21

NFJ VIRTUS DIVIDEND INTEREST & P10.0K shares0.00%2026-03-312026-04-21

VANGUARD INDEX FDS

-3.36%

Shares119.5K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-5.73%

Shares168.4K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

-10.44%

Shares324.0K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

0.25%

Shares77.1K

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC

-4.71%

Shares21.3K

Event2026-03-31

Filed2026-04-21

IBTO

ISHARES TR

29.80%

Shares668.9K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-1.67%

Shares24.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-0.98%

Shares54.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-0.30%

Shares50.4K

Event2026-03-31

Filed2026-04-21

EMXC

ISHARES INC

25.37%

Shares181.1K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-1.58%

Shares23.4K

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

-0.10%

Shares19.1K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

-0.98%

Shares58.3K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-1.13%

Shares33.6K

Event2026-03-31

Filed2026-04-21

VEU

VANGUARD INTL EQUITY INDEX F

1.08%

Shares140.8K

Event2026-03-31

Filed2026-04-21

BSCR

INVESCO EXCH TRD SLF IDX FD

6.25%

Shares518.4K

Event2026-03-31

Filed2026-04-21

IBTH

ISHARES TR

-9.29%

Shares418.8K

Event2026-03-31

Filed2026-04-21

GLDM

WORLD GOLD TR

-18.49%

Shares97.3K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

0.03%

Shares34.4K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

-0.53%

Shares9.1K

Event2026-03-31

Filed2026-04-21

JPST

J P MORGAN EXCHANGE TRADED F

0.71%

Shares156.7K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

0.85%

Shares25.5K

Event2026-03-31

Filed2026-04-21

VBIL

VANGUARD INSTL INDEX FD

680.06%

Shares102.1K

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS CO

-0.33%

Shares24.9K

Event2026-03-31

Filed2026-04-21

GE AEROSPACE

0.22%

Shares23.9K

Event2026-03-31

Filed2026-04-21

POWL

POWELL INDS INC

-18.81%

Shares11.8K

Event2026-03-31

Filed2026-04-21

SNEX

STONEX GROUP INC

34.68%

Shares77.0K

Event2026-03-31

Filed2026-04-21

PROSHARES TR

0.23%

Shares160.0K

Event2026-03-31

Filed2026-04-21

ICE

INTERCONTINENTAL EXCHANGE IN

-1.85%

Shares37.7K

Event2026-03-31

Filed2026-04-21

PSX

PHILLIPS 66

-0.06%

Shares32.3K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-3.41%

Shares26.2K

Event2026-03-31

Filed2026-04-21

BSJR

INVESCO EXCH TRD SLF IDX FD

2741.33%

Shares252.9K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

-0.40%

Shares46.0K

Event2026-03-31

Filed2026-04-21

LOW

LOWES COS INC

0.00%

Shares23.1K

Event2026-03-31

Filed2026-04-21

HDV

ISHARES TR

1.28%

Shares39.7K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

-0.33%

Shares68.4K

Event2026-03-31

Filed2026-04-21

AAON

AAON INC

-10.57%

Shares63.9K

Event2026-03-31

Filed2026-04-21

BEN

FRANKLIN RESOURCES INC

0.00%

Shares221.0K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-0.73%

Shares41.9K

Event2026-03-31

Filed2026-04-21

AMAT

APPLIED MATLS INC

0.86%

Shares14.8K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

1.15%

Shares31.5K

Event2026-03-31

Filed2026-04-21

LMAT

LEMAITRE VASCULAR INC

-8.76%

Shares43.8K

Event2026-03-31

Filed2026-04-21

MATX

MATSON INC

-26.80%

Shares29.1K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

0.59%

Shares14.5K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP

0.88%

Shares32.2K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-0.07%

Shares27.7K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

1.20%

Shares15.9K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

-0.42%

Shares32.2K

Event2026-03-31

Filed2026-04-21

SHM

SPDR SERIES TRUST

-2.34%

Shares95.9K

Event2026-03-31

Filed2026-04-21

MTRN

MATERION CORP

-7.90%

Shares29.5K

Event2026-03-31

Filed2026-04-21

TMUS

T-MOBILE US INC

-0.03%

Shares20.3K

Event2026-03-31

Filed2026-04-21

SCHW

SCHWAB CHARLES CORP

-1.30%

Shares44.7K

Event2026-03-31

Filed2026-04-21

FBNC

FIRST BANCORP N C

-7.44%

Shares73.9K

Event2026-03-31

Filed2026-04-21

OSIS

OSI SYSTEMS INC

-10.74%

Shares15.7K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

0.00%

Shares53.2K

Event2026-03-31

Filed2026-04-21

VUSB

VANGUARD BD INDEX FDS

18.83%

Shares80.5K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

3.61%

Shares16.0K

Event2026-03-31

Filed2026-04-21

HCI

HCI GROUP INC

-7.13%

Shares25.1K

Event2026-03-31

Filed2026-04-21

IBTK

ISHARES TR

14.86%

Shares186.0K

Event2026-03-31

Filed2026-04-21

QCOM

QUALCOMM INC

2.51%

Shares28.2K

Event2026-03-31

Filed2026-04-21

CSGS

CSG SYS INTL INC

-9.98%

Shares43.1K

Event2026-03-31

Filed2026-04-21