Sponsored

The Analysis of Chesley Taft & Associates LLC's Holdings & P&L

Currently, Chesley Taft & Associates LLC holds 370 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in N/A (+299.9K shares, valued at $19.1M), N/A (+78.8K shares, valued at $15.5M), AMZN (+24.3K shares, valued at $5.1M); decreased their positions in N/A (-38.8K shares, valued at $12.0M), GLD (-20.3K shares, valued at $8.7M), ORCL (-31.8K shares, valued at $4.7M); initiated new positions in N/A (+78.8K shares, valued at $15.5M), DELL (+10.2K shares, valued at $1.7M), SPG (+4.6K shares, valued at $856.2K).

1M P&L

+35.8M+1.68%

3M P&L

+8.9M+0.41%

HY P&L

+80.5M+3.85%

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/A548.6M

26.9%

2Software - Infrastructure141.1M

6.9%

3Credit Services106.0M

5.2%

Top Industries by Stock Count

1N/A112 stocks

33.3%

2Software - Application10 stocks

3.0%

3Drug Manufacturers - General8 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC426.2K shares-1.58%2026-03-312026-04-13

MSFT MICROSOFT CORP238.1K shares-1.38%2026-03-312026-04-13

NVDA NVIDIA CORPORATION473.2K shares-1.48%2026-03-312026-04-13

AAPL APPLE INC284.4K shares-0.89%2026-03-312026-04-13

AMZN AMAZON COM INC339.7K shares7.71%2026-03-312026-04-13

BROADCOM INC BROADCOM INC218.4K shares-15.10%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION67.2K shares-2.07%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO175.1K shares-0.62%2026-03-312026-04-13

Sponsored

JNJ JOHNSON & JOHNSON210.7K shares-1.03%2026-03-312026-04-13

IJR ISHARES TR370.1K shares1.31%2026-03-312026-04-13

SYK STRYKER CORPORATION139.2K shares-1.34%2026-03-312026-04-13

IXUS ISHARES TR521.4K shares3.53%2026-03-312026-04-13

GLD SPDR GOLD TR95.8K shares-17.45%2026-03-312026-04-13

IJH ISHARES TR603.9K shares-0.71%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T62.5K shares-0.31%2026-03-312026-04-13

V VISA INC122.6K shares-7.75%2026-03-312026-04-13

Sponsored

CB CHUBB LTD SWITZ102.6K shares0.14%2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC192.5K shares0.56%2026-03-312026-04-13

ALPHABET INC ALPHABET INC103.6K shares-5.33%2026-03-312026-04-13

APH AMPHENOL CORP206.3K shares-0.00%2026-03-312026-04-13

PEP PEPSICO INC167.0K shares-4.91%2026-03-312026-04-13

MA MASTERCARD INCORPORATED50.4K shares-3.81%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO83.2K shares-1.36%2026-03-312026-04-13

ABT ABBOTT LABORATORIES242.6K shares0.35%2026-03-312026-04-13

Sponsored

RTX RTX CORPORATION121.2K shares-1.25%2026-03-312026-04-13

XOM EXXON MOBIL CORP134.6K shares-0.72%2026-03-312026-04-13

HON HONEYWELL INTL INC99.1K shares-0.55%2026-03-312026-04-13

AZO AUTOZONE INC6.5K shares0.23%2026-03-312026-04-13

EQT CORP EQT CORP344.3K shares676.11%2026-03-312026-04-13

ORCL ORACLE CORP148.8K shares-17.63%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS339.3K shares2.45%2026-03-312026-04-13

META META PLATFORMS INC37.4K shares-4.57%2026-03-312026-04-13

Sponsored

HD HOME DEPOT INC64.9K shares1.92%2026-03-312026-04-13

WM WASTE MGMT INC DEL91.9K shares-0.21%2026-03-312026-04-13

KO COCA COLA CO273.6K shares-0.86%2026-03-312026-04-13

TMO THERMO FISHER SCIENTIFIC INC41.9K shares-1.36%2026-03-312026-04-13

ITW ILLINOIS TOOL WKS INC77.9K shares-0.45%2026-03-312026-04-13

IVV ISHARES TR30.4K shares2.10%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F261.5K shares-0.15%2026-03-312026-04-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND98.1K shares1.24%2026-03-312026-04-13

Sponsored

LLY ELI LILLY & CO20.4K shares-8.99%2026-03-312026-04-13

COF CAPITAL ONE FINL CORP101.9K shares30.49%2026-03-312026-04-13

WFC WELLS FARGO & CO221.2K shares-1.02%2026-03-312026-04-13

CITIGROUP INC CITIGROUP INC148.9K shares1.06%2026-03-312026-04-13

UBER UBER TECHNOLOGIES INC226.6K shares-9.09%2026-03-312026-04-13

ASTRAZENECA PLC ASTRAZENECA PLC78.8K sharesnew addition2026-03-312026-04-13

MUB ISHARES TR139.4K shares-1.70%2026-03-312026-04-13

DIS DISNEY WALT CO148.7K shares-0.69%2026-03-312026-04-13

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F280.7K shares10.87%2026-03-312026-04-13

EFA ISHARES TR135.4K shares-0.29%2026-03-312026-04-13

NEE NEXTERA ENERGY INC138.5K shares-4.09%2026-03-312026-04-13

XLF SELECT SECTOR SPDR TR253.4K shares-0.36%2026-03-312026-04-13

ICE INTERCONTINENTAL EXCHANGE IN77.3K shares-0.24%2026-03-312026-04-13

UNP UNION PAC CORP48.6K shares1.24%2026-03-312026-04-13

JMST J P MORGAN EXCHANGE TRADED F229.8K shares13.97%2026-03-312026-04-13

ECL ECOLAB INC40.0K shares0.11%2026-03-312026-04-13

Sponsored

NFLX NETFLIX INC.105.4K shares0.27%2026-03-312026-04-13

VB VANGUARD INDEX FDS37.4K shares-2.46%2026-03-312026-04-13

CVX CHEVRON CORPORATION47.3K shares2.12%2026-03-312026-04-13

FLOT ISHARES TR191.5K shares5.10%2026-03-312026-04-13

WTW WILLIS TOWERS WATSON PLC LTD32.4K shares-0.17%2026-03-312026-04-13

CHD CHURCH & DWIGHT CO INC99.3K shares0.38%2026-03-312026-04-13

VO VANGUARD INDEX FDS32.0K shares2.50%2026-03-312026-04-13

VTI VANGUARD INDEX FDS28.0K shares-2.17%2026-03-312026-04-13

Sponsored

MCD MCDONALDS CORP28.9K shares-0.08%2026-03-312026-04-13

MDY STATE STR SPDR S&P MIDCAP 4014.4K shares-1.41%2026-03-312026-04-13

CRM SALESFORCE INC43.3K shares11.15%2026-03-312026-04-13

CBOE CBOE GLOBAL MKTS INC28.6K shares-3.70%2026-03-312026-04-13

AGG ISHARES TR80.4K shares0.49%2026-03-312026-04-13

GWW WW GRAINGER INC7.0K shares0.00%2026-03-312026-04-13

VTEB VANGUARD MUN BD FDS151.9K shares0.75%2026-03-312026-04-13

BLACKSTONE INC BLACKSTONE INC64.9K shares-28.14%2026-03-312026-04-13

Sponsored

SUB ISHARES TR69.7K shares1.00%2026-03-312026-04-13

DHR DANAHER CORP DEL37.5K shares2.06%2026-03-312026-04-13

CM CANADIAN IMPERIAL BANK OF CO75.0K shares-11.89%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC58.8K shares-2.73%2026-03-312026-04-13

AMGN AMGEN INC20.1K shares-0.37%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC24.9K shares-13.22%2026-03-312026-04-13

TJX TJX COS INC NEW41.0K shares-1.88%2026-03-312026-04-13

PG PROCTER & GAMBLE CO45.0K shares-1.58%2026-03-312026-04-13

Sponsored

APD AIR PRODUCTS AND CHEMICALS I21.2K shares-0.59%2026-03-312026-04-13

ADBE ADOBE INC25.0K shares-5.99%2026-03-312026-04-13

GEV GE VERNOVA INC6.7K shares101.96%2026-03-312026-04-13

SBUX STARBUCKS CORP64.9K shares-0.24%2026-03-312026-04-13

PFE PFIZER INC203.8K shares-2.27%2026-03-312026-04-13

OKE ONEOK INC NEW62.1K shares6.76%2026-03-312026-04-13

LINDE PLC LINDE PLC11.2K shares-1.03%2026-03-312026-04-13

TMUS T-MOBILE US INC26.2K shares-1.52%2026-03-312026-04-13

Sponsored

FBND FIDELITY MERRIMACK STR TR116.6K shares11.79%2026-03-312026-04-13

TFC TRUIST FINL CORP115.3K shares-0.31%2026-03-312026-04-13

VTV VANGUARD INDEX FDS26.8K shares-2.58%2026-03-312026-04-13

TSCO TRACTOR SUPPLY CO114.3K shares-0.51%2026-03-312026-04-13

NVS NOVARTIS AG32.7K shares0.77%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC13.5K shares0.22%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS60.8K shares-2.72%2026-03-312026-04-13

MCK MCKESSON CORP5.2K shares535.18%2026-03-312026-04-13

Sponsored

JPST J P MORGAN EXCHANGE TRADED F87.2K shares4.84%2026-03-312026-04-13

ABBV ABBVIE INC20.1K shares-11.60%2026-03-312026-04-13

FTV FORTIVE CORP79.0K shares1.19%2026-03-312026-04-13

BLACKROCK INC BLACKROCK INC4.5K shares-1.83%2026-03-312026-04-13

IGSB ISHARES TR78.7K shares2.77%2026-03-312026-04-13

LOW LOWES COS INC17.5K shares-9.85%2026-03-312026-04-13

IBB ISHARES TR23.8K shares-9.84%2026-03-312026-04-13

SHW SHERWIN WILLIAMS CO12.5K shares-0.48%2026-03-312026-04-13

Sponsored

PGR PROGRESSIVE CORP20.1K shares-2.12%2026-03-312026-04-13

ZTS ZOETIS INC33.2K shares-10.97%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS15.9K shares-1.26%2026-03-312026-04-13

WELL WELLTOWER INC19.3K shares0.89%2026-03-312026-04-13

JPIE J P MORGAN EXCHANGE TRADED F82.5K shares3.29%2026-03-312026-04-13

CDNS CADENCE DESIGN SYSTEM INC13.7K shares-7.87%2026-03-312026-04-13

EMR EMERSON ELEC CO28.7K shares-11.95%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F69.3K shares19.69%2026-03-312026-04-13

Sponsored

WY WEYERHAEUSER CO153.1K shares-1.79%2026-03-312026-04-13

IGIB ISHARES TR70.3K shares0.96%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE13.0K shares-1.18%2026-03-312026-04-13

SPGI S&P GLOBAL INC8.4K shares-31.66%2026-03-312026-04-13

ADP AUTOMATIC DATA PROCESSING IN17.6K shares-0.18%2026-03-312026-04-13

VTIP VANGUARD MALVERN FDS70.8K shares1.90%2026-03-312026-04-13

VGK VANGUARD INTL EQUITY INDEX F41.5K shares0.78%2026-03-312026-04-13

NTRS NORTHERN TR CORP24.0K shares0.00%2026-03-312026-04-13

Sponsored

ICSH ISHARES TR65.4K shares59.29%2026-03-312026-04-13

IEFA ISHARES TR36.3K shares0.00%2026-03-312026-04-13

VUSB VANGUARD BD INDEX FDS65.9K shares-2.09%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR130.7K shares0.29%2026-03-312026-04-13

XLRE SELECT SECTOR SPDR TR78.0K shares1.58%2026-03-312026-04-13

CWI SPDR INDEX SHS FDS86.5K shares35.10%2026-03-312026-04-13

ALC ALCON AG41.3K shares-9.04%2026-03-312026-04-13

STIP ISHARES TR29.4K shares10.74%2026-03-312026-04-13

Sponsored

HSY HERSHEY CO13.8K shares-0.01%2026-03-312026-04-13

URI UNITED RENTALS INC3.8K shares-0.18%2026-03-312026-04-13

FSLR FIRST SOLAR INC14.1K shares-0.53%2026-03-312026-04-13

IWF ISHARES TR6.4K shares-0.77%2026-03-312026-04-13

IEI ISHARES TR22.7K shares1.47%2026-03-312026-04-13

IBDR ISHARES TR106.6K shares-2.39%2026-03-312026-04-13

TXN TEXAS INSTRS INC13.0K shares-10.54%2026-03-312026-04-13

SHY ISHARES TR30.4K shares-4.85%2026-03-312026-04-13

Sponsored

AMAT APPLIED MATLS INC7.1K shares-1.09%2026-03-312026-04-13

IBDT ISHARES TR96.1K shares3.00%2026-03-312026-04-13

IBDU ISHARES TR102.9K shares0.98%2026-03-312026-04-13

AMP AMERIPRISE FINL INC5.3K shares0.00%2026-03-312026-04-13

HQY HEALTHEQUITY INC27.8K shares5.31%2026-03-312026-04-13

FI FISERV INC41.2K shares-0.28%2026-03-312026-04-13

EWJ ISHARES INC27.2K shares-2.70%2026-03-312026-04-13

THE CIGNA GROUP THE CIGNA GROUP8.6K shares-1.21%2026-03-312026-04-13

Sponsored

AFL AFLAC INC20.9K shares-0.36%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS3.8K shares-5.64%2026-03-312026-04-13

EW EDWARDS LIFESCIENCES CORP28.2K shares0.00%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP23.2K shares-0.35%2026-03-312026-04-13

IBDS ISHARES TR89.4K shares3.27%2026-03-312026-04-13

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-04-13

IEMG ISHARES INC30.7K shares-1.44%2026-03-312026-04-13

NEM NEWMONT CORP19.5K shares-3.26%2026-03-312026-04-13

Sponsored

IWR ISHARES TR21.6K shares-0.76%2026-03-312026-04-13

T AT&T INC71.8K shares-0.77%2026-03-312026-04-13

VRT VERTIV HOLDINGS CO8.1K shares-13.57%2026-03-312026-04-13

QCOM QUALCOMM INC15.8K shares-7.93%2026-03-312026-04-13

CSCO CISCO SYS INC26.0K shares0.01%2026-03-312026-04-13

SHM SPDR SERIES TRUST41.9K shares-8.71%2026-03-312026-04-13

KLAC KLA CORP1.4K shares-1.03%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR68.2K shares0.02%2026-03-312026-04-13

Sponsored

BKNG BOOKING HOLDINGS INC453 shares0.00%2026-03-312026-04-13

CSL CARLISLE COS INC5.7K shares4.99%2026-03-312026-04-13

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY23.8K shares-15.39%2026-03-312026-04-13

IBDW ISHARES TR88.5K shares11.04%2026-03-312026-04-13

HUBBELL INC HUBBELL INC3.7K shares-0.40%2026-03-312026-04-13

XYL XYLEM INC15.2K shares0.27%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC10.8K shares-4.28%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.6K shares-16.27%2026-03-312026-04-13

Sponsored

MMC MARSH & MCLENNAN COS INC10.0K shares-0.22%2026-03-312026-04-13

CTSH COGNIZANT TECHNOLOGY SOLUTIO27.9K shares-3.99%2026-03-312026-04-13

MET METLIFE INC24.2K shares-3.70%2026-03-312026-04-13

DELL DELL TECHNOLOGIES INC10.2K sharesnew addition2026-03-312026-04-13

CAT CATERPILLAR INC2.4K shares1.59%2026-03-312026-04-13

IWV ISHARES TR4.5K shares0.00%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC32.4K shares-2.14%2026-03-312026-04-13

EMLC VANECK ETF TRUST64.7K shares13.71%2026-03-312026-04-13

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC5.7K shares-0.35%2026-03-312026-04-13

SYY SYSCO CORP22.5K shares-1.62%2026-03-312026-04-13

IXC ISHARES TR27.8K shares8.27%2026-03-312026-04-13

GLW CORNING INC11.6K shares-7.99%2026-03-312026-04-13

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC6.7K shares0.70%2026-03-312026-04-13

FELE FRANKLIN ELEC INC16.9K shares0.00%2026-03-312026-04-13

IYW ISHARES TR8.6K shares-0.64%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR2.6K shares-4.57%2026-03-312026-04-13

Sponsored

IBDV ISHARES TR68.0K shares0.00%2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.3K shares-4.20%2026-03-312026-04-13

SLB SLB LIMITED28.4K shares-6.73%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP2.4K shares0.98%2026-03-312026-04-13

VOYA VOYA FINANCIAL INC20.8K shares0.00%2026-03-312026-04-13

IBDX ISHARES TR55.0K shares5.77%2026-03-312026-04-13

AON PLC AON PLC4.1K shares-0.12%2026-03-312026-04-13

PAGP PLAINS GP HLDGS L P54.1K shares0.28%2026-03-312026-04-13

Sponsored

EMB ISHARES TR13.9K shares12.13%2026-03-312026-04-13

INTC INTEL CORP29.3K shares0.95%2026-03-312026-04-13

CTVA CORTEVA INC15.2K shares-12.34%2026-03-312026-04-13

ALB ALBEMARLE CORP7.0K shares0.00%2026-03-312026-04-13

IRM IRON MTN INC DEL12.2K shares-3.93%2026-03-312026-04-13

MDLZ MONDELEZ INTL INC21.2K shares-4.65%2026-03-312026-04-13

FLRN SPDR SERIES TRUST39.6K shares-3.65%2026-03-312026-04-13

OMC OMNICOM GROUP INC16.1K shares8.86%2026-03-312026-04-13

Sponsored

HCA HCA HEALTHCARE INC2.6K shares-0.20%2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP1.8K shares0.00%2026-03-312026-04-13

TSLA TESLA INC3.1K shares-0.19%2026-03-312026-04-13

SHEL SHELL PLC12.3K shares-3.90%2026-03-312026-04-13

MEDTRONIC PLC MEDTRONIC PLC13.2K shares-0.48%2026-03-312026-04-13

IWD ISHARES TR5.3K shares0.00%2026-03-312026-04-13

GM GENERAL MTRS CO15.2K shares0.00%2026-03-312026-04-13

BE BLOOM ENERGY CORP8.2K shares-21.17%2026-03-312026-04-13

Sponsored

DAL DELTA AIR LINES INC16.1K shares0.00%2026-03-312026-04-13

NRG NRG ENERGY INC7.3K shares22.83%2026-03-312026-04-13

D DOMINION ENERGY INC17.1K shares-6.60%2026-03-312026-04-13

TLT ISHARES TR12.2K shares3.26%2026-03-312026-04-13

SO SOUTHERN CO10.8K shares0.00%2026-03-312026-04-13

A AGILENT TECHNOLOGIES INC9.1K shares-4.24%2026-03-312026-04-13

MU MICRON TECHNOLOGY INC3.0K shares2.49%2026-03-312026-04-13

GILD GILEAD SCIENCES INC7.3K shares5.37%2026-03-312026-04-13

Sponsored

LAMR LAMAR ADVERTISING CO8.0K shares-2.15%2026-03-312026-04-13

SNA SNAP ON INC2.8K shares0.00%2026-03-312026-04-13

TGT TARGET CORP8.2K shares-7.25%2026-03-312026-04-13

CMS CMS ENERGY CORP12.8K shares0.00%2026-03-312026-04-13

KHC KRAFT HEINZ CO42.7K shares-0.25%2026-03-312026-04-13

KEY KEYCORP47.7K shares-7.38%2026-03-312026-04-13

CZR CAESARS ENTERTAINMENT INC NE36.2K shares-10.41%2026-03-312026-04-13

ITOT ISHARES TR6.5K shares-3.31%2026-03-312026-04-13

Sponsored

VXUS VANGUARD STAR FDS12.0K shares4.69%2026-03-312026-04-13

LHX L3HARRIS TECHNOLOGIES INC2.7K shares0.00%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.8K shares51.26%2026-03-312026-04-13

SPG SIMON PPTY GROUP INC NEW4.6K sharesnew addition2026-03-312026-04-13

VT VANGUARD INTL EQUITY INDEX F6.2K shares13.00%2026-03-312026-04-13

IVW ISHARES TR7.5K shares0.00%2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC993 shares-1.68%2026-03-312026-04-13

FNF FIDELITY NATL FINL INC17.9K shares0.00%2026-03-312026-04-13

Sponsored

ILCV ISHARES TR8.7K shares0.00%2026-03-312026-04-13

AIG AMERICAN INTL GROUP INC10.8K shares3.81%2026-03-312026-04-13

BUNGE GLOBAL SA BUNGE GLOBAL SA6.3K shares15.77%2026-03-312026-04-13

FIS FIDELITY NATL INFORMATION SV16.8K shares6.71%2026-03-312026-04-13

GIS GENERAL MILLS INC21.0K shares-4.14%2026-03-312026-04-13

VBR VANGUARD INDEX FDS3.6K shares0.00%2026-03-312026-04-13

ZBRA ZEBRA TECHNOLOGIES CORPORATI3.7K shares0.00%2026-03-312026-04-13

IWM ISHARES TR3.1K shares2.51%2026-03-312026-04-13

Sponsored

BWA BORGWARNER INC14.0K shares11.74%2026-03-312026-04-13

WMB WILLIAMS COS INC10.4K shares0.00%2026-03-312026-04-13

TIP ISHARES TR6.8K shares0.00%2026-03-312026-04-13

COP CONOCOPHILLIPS5.7K shares-0.93%2026-03-312026-04-13

NEU NEWMARKET CORP1.1K shares0.00%2026-03-312026-04-13

CL COLGATE PALMOLIVE CO8.3K shares-1.89%2026-03-312026-04-13

CMI CUMMINS INC1.3K shares0.00%2026-03-312026-04-13

EXE EXPAND ENERGY CORPORATION6.3K shares99.15%2026-03-312026-04-13

Sponsored

VGSH VANGUARD SCOTTSDALE FDS11.9K sharesnew addition2026-03-312026-04-13

EEM ISHARES TR12.1K shares-3.21%2026-03-312026-04-13

INTU INTUIT1.6K shares-33.46%2026-03-312026-04-13

CEG CONSTELLATION ENERGY CORP2.4K shares-7.70%2026-03-312026-04-13

CSX CSX CORP16.4K shares-5.75%2026-03-312026-04-13

MO ALTRIA GROUP INC10.1K shares-2.80%2026-03-312026-04-13

TRGP TARGA RES CORP2.6K shares0.00%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR26.4K shares5.43%2026-03-312026-04-13

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP3.1K shares-6.38%2026-03-312026-04-13

BKR BAKER HUGHES COMPANY10.6K shares0.00%2026-03-312026-04-13

WMT WALMART INC5.1K shares-0.41%2026-03-312026-04-13

HRB BLOCK H & R INC19.9K shares95.99%2026-03-312026-04-13

IP INTERNATIONAL PAPER CO17.6K shares-0.08%2026-03-312026-04-13

EG EVEREST GROUP LTD1.9K shares0.00%2026-03-312026-04-13

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC8.1K shares-13.96%2026-03-312026-04-13

ULTA ULTA BEAUTY INC1.2K shares4.37%2026-03-312026-04-13

Sponsored

DRI DARDEN RESTAURANTS INC3.1K shares7.82%2026-03-312026-04-13

BDX BECTON DICKINSON & CO3.8K shares-88.53%2026-03-312026-04-13

FDX FEDEX CORP1.7K shares0.00%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR6.7K shares5.01%2026-03-312026-04-13

CVNA CARVANA CO1.9K sharesnew addition2026-03-312026-04-13

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC5.2K shares15.27%2026-03-312026-04-13

VXF VANGUARD INDEX FDS2.8K shares24.66%2026-03-312026-04-13

SCHA SCHWAB STRATEGIC TR18.7K shares0.00%2026-03-312026-04-13

Sponsored

XBI SPDR SERIES TRUST4.2K sharesnew addition2026-03-312026-04-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.5K shares-1.93%2026-03-312026-04-13

IBTH ISHARES TR23.0K shares21.05%2026-03-312026-04-13

VRSK VERISK ANALYTICS INC2.7K shares-54.12%2026-03-312026-04-13

ALL ALLSTATE CORP2.5K shares-2.39%2026-03-312026-04-13

PAYX PAYCHEX INC5.4K shares-3.81%2026-03-312026-04-13

LEMB ISHARES INC12.2K shares16.09%2026-03-312026-04-13

DE DEERE & CO860 shares-51.14%2026-03-312026-04-13

Sponsored

SCHC SCHWAB STRATEGIC TR10.3K shares0.00%2026-03-312026-04-13

J JACOBS SOLUTIONS INC3.7K shares0.00%2026-03-312026-04-13

FLEX FLEXTRONICS INTL LTD7.2K shares3.97%2026-03-312026-04-13

DIA STATE STR SPDR DOW JONES IND1.0K shares0.00%2026-03-312026-04-13

ET ENERGY TRANSFER L P23.8K shares-45.68%2026-03-312026-04-13

FCX FREEPORT MCMORAN INC7.8K shares0.00%2026-03-312026-04-13

HBAN HUNTINGTON BANCSHARES INC28.5K shares0.71%2026-03-312026-04-13

HASI HA SUSTAINABLE INFRA CAP INC12.0K shares4.58%2026-03-312026-04-13

Sponsored

IBTG ISHARES TR18.6K shares0.00%2026-03-312026-04-13

ESGD ISHARES TR4.5K shares-10.10%2026-03-312026-04-13

VLO VALERO ENERGY CORP1.7K shares11.20%2026-03-312026-04-13

CMF ISHARES TR7.4K shares0.00%2026-03-312026-04-13

ICLN ISHARES TR22.5K shares-8.07%2026-03-312026-04-13

COHERENT CORP COHERENT CORP1.7K shares-2.94%2026-03-312026-04-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares-1.53%2026-03-312026-04-13

UHS UNIVERSAL HLTH SVCS INC2.2K shares4.71%2026-03-312026-04-13

Sponsored

CME CME GROUP INC1.3K shares-18.05%2026-03-312026-04-13

AEP AMERICAN ELEC PWR CO INC3.0K shares-0.82%2026-03-312026-04-13

VRTX VERTEX PHARMACEUTICALS INC869 shares11.13%2026-03-312026-04-13

LITE LUMENTUM HLDGS INC545 shares-4.05%2026-03-312026-04-13

SCHV SCHWAB STRATEGIC TR12.1K shares0.00%2026-03-312026-04-13

CR CRANE COMPANY2.2K shares-0.23%2026-03-312026-04-13

CNI CANADIAN NATL RY CO3.5K shares-29.76%2026-03-312026-04-13

CTRA COTERRA ENERGY INC10.2K shares0.00%2026-03-312026-04-13

Sponsored

SCHZ SCHWAB STRATEGIC TR15.0K shares38.36%2026-03-312026-04-13

HEFA ISHARES TR8.2K shares0.00%2026-03-312026-04-13

YUM YUM BRANDS INC2.2K shares0.00%2026-03-312026-04-13

SR SPIRE INC3.8K shares0.00%2026-03-312026-04-13

VHT VANGUARD WORLD FD1.2K shares20.06%2026-03-312026-04-13

REGN REGENERON PHARMACEUTICALS437 shares-64.67%2026-03-312026-04-13

ARES ARES MANAGEMENT CORPORATION3.1K shares-74.35%2026-03-312026-04-13

PSA PUBLIC STORAGE OPER CO1.2K shares0.00%2026-03-312026-04-13

Sponsored

NOW SERVICENOW INC3.1K shares-29.71%2026-03-312026-04-13

BMY BRISTOL-MYERS SQUIBB CO5.4K shares0.00%2026-03-312026-04-13

OTTR OTTER TAIL CORP3.7K shares0.00%2026-03-312026-04-13

RCL ROYAL CARIBBEAN GROUP1.1K shares-4.17%2026-03-312026-04-13

JBL JABIL INC1.2K shares-1.17%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR2.4K shares-5.07%2026-03-312026-04-13

HEWJ ISHARES TR5.5K shares31.04%2026-03-312026-04-13

VPL VANGUARD INTL EQUITY INDEX F3.2K shares0.00%2026-03-312026-04-13

Sponsored

ACWI ISHARES TR2.2K shares0.00%2026-03-312026-04-13

RAL RALLIANT CORP7.4K shares-28.53%2026-03-312026-04-13

UGI UGI CORP NEW8.3K shares0.00%2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP878 shares-9.58%2026-03-312026-04-13

MHK MOHAWK INDS INC3.0K shares9.34%2026-03-312026-04-13

DVY ISHARES TR2.0K shares-39.96%2026-03-312026-04-13

VMBS VANGUARD SCOTTSDALE FDS6.2K sharesnew addition2026-03-312026-04-13

PFG PRINCIPAL FINANCIAL GROUP IN3.2K shares0.09%2026-03-312026-04-13

Sponsored

IBIT ISHARES BITCOIN TRUST ETF7.5K shares0.00%2026-03-312026-04-13

ROP ROPER TECHNOLOGIES INC785 shares-34.69%2026-03-312026-04-13

OEF ISHARES TR871 shares-40.79%2026-03-312026-04-13

LQD ISHARES TR2.5K shares-17.90%2026-03-312026-04-13

XEL XCEL ENERGY INC3.4K shares0.00%2026-03-312026-04-13

XTEN BONDBLOXX ETF TRUST5.5K sharesnew addition2026-03-312026-04-13

TECK TECK RESOURCES LTD4.9K shares2.65%2026-03-312026-04-13

PSX PHILLIPS 661.4K sharesnew addition2026-03-312026-04-13

Sponsored

NUE NUCOR CORP1.5K sharesnew addition2026-03-312026-04-13

MBB ISHARES TR2.6K shares9.03%2026-03-312026-04-13

MCHP MICROCHIP TECHNOLOGY INC.3.8K shares0.00%2026-03-312026-04-13

IWS ISHARES TR1.7K shares0.00%2026-03-312026-04-13

HYD VANECK ETF TRUST4.8K shares0.00%2026-03-312026-04-13

VICI VICI PPTYS INC8.8K shares10.82%2026-03-312026-04-13

WAT WATERS CORP800 sharesnew addition2026-03-312026-04-13

SPTS SPDR SERIES TRUST8.2K shares0.00%2026-03-312026-04-13

Sponsored

FLNC FLUENCE ENERGY INC17.3K shares6.96%2026-03-312026-04-13

IBOC INTERNATIONAL BANCSHARES COR3.5K shares0.00%2026-03-312026-04-13

SNOW SNOWFLAKE INC1.6K shares34.48%2026-03-312026-04-13

MPWR MONOLITHIC PWR SYS INC209 sharesnew addition2026-03-312026-04-13

USMV ISHARES TR2.5K shares0.00%2026-03-312026-04-13

KR KROGER CO3.1K sharesnew addition2026-03-312026-04-13

PRGS PROGRESS SOFTWARE CORP8.5K shares69.03%2026-03-312026-04-13

NYF ISHARES TR4.1K sharesnew addition2026-03-312026-04-13

Sponsored

ESLT ELBIT SYS LTD254 sharesnew addition2026-03-312026-04-13

EXC EXELON CORP4.3K sharesnew addition2026-03-312026-04-13

MATCH GROUP INC NEW MATCH GROUP INC NEW6.9K shares-5.74%2026-03-312026-04-13

IWP ISHARES TR1.6K shares0.00%2026-03-312026-04-13

DASH DOORDASH INC1.4K sharesnew addition2026-03-312026-04-13

BRBR BELLRING BRANDS INC12.8K shares5.91%2026-03-312026-04-13

SCHM SCHWAB STRATEGIC TR6.6K shares-0.51%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS953 shares-3.54%2026-03-312026-04-13

Sponsored

SPYM SPDR SERIES TRUST2.7K sharesnew addition2026-03-312026-04-13

FAST FASTENAL CO4.4K sharesnew addition2026-03-312026-04-13

MAS MASCO CORP3.4K sharesnew addition2026-03-312026-04-13

TRV TRAVELERS COMPANIES INC697 shares0.43%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR3.3K sharesnew addition2026-03-312026-04-13

NSC NORFOLK SOUTHN CORP707 shares-0.28%2026-03-312026-04-13

SMH VANECK ETF TRUST529 sharesnew addition2026-03-312026-04-13

GFS GLOBALFOUNDRIES INC4.5K sharesnew addition2026-03-312026-04-13

Sponsored

AES AES CORP11.7K sharesnew addition2026-03-312026-04-13

JBLU JETBLUE AIRWAYS CORP21.1K shares0.00%2026-03-312026-04-13

ALPHABET INC

-1.58%

Shares426.2K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-1.38%

Shares238.1K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-1.48%

Shares473.2K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-0.89%

Shares284.4K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

7.71%

Shares339.7K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

-15.10%

Shares218.4K

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

-2.07%

Shares67.2K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

-0.62%

Shares175.1K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

-1.03%

Shares210.7K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

1.31%

Shares370.1K

Event2026-03-31

Filed2026-04-13

SYK

STRYKER CORPORATION

-1.34%

Shares139.2K

Event2026-03-31

Filed2026-04-13

IXUS

ISHARES TR

3.53%

Shares521.4K

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD TR

-17.45%

Shares95.8K

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

-0.71%

Shares603.9K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-0.31%

Shares62.5K

Event2026-03-31

Filed2026-04-13

VISA INC

-7.75%

Shares122.6K

Event2026-03-31

Filed2026-04-13

CHUBB LTD SWITZ

0.14%

Shares102.6K

Event2026-03-31

Filed2026-04-13

PANW

PALO ALTO NETWORKS INC

0.56%

Shares192.5K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-5.33%

Shares103.6K

Event2026-03-31

Filed2026-04-13

APH

AMPHENOL CORP

-0.00%

Shares206.3K

Event2026-03-31

Filed2026-04-13

PEP

PEPSICO INC

-4.91%

Shares167.0K

Event2026-03-31

Filed2026-04-13

MASTERCARD INCORPORATED

-3.81%

Shares50.4K

Event2026-03-31

Filed2026-04-13

AXP

AMERICAN EXPRESS CO

-1.36%

Shares83.2K

Event2026-03-31

Filed2026-04-13

ABT

ABBOTT LABORATORIES

0.35%

Shares242.6K

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION

-1.25%

Shares121.2K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

-0.72%

Shares134.6K

Event2026-03-31

Filed2026-04-13

HON

HONEYWELL INTL INC

-0.55%

Shares99.1K

Event2026-03-31

Filed2026-04-13

AZO

AUTOZONE INC

0.23%

Shares6.5K

Event2026-03-31

Filed2026-04-13

EQT CORP

676.11%

Shares344.3K

Event2026-03-31

Filed2026-04-13

ORCL

ORACLE CORP

-17.63%

Shares148.8K

Event2026-03-31

Filed2026-04-13

VEA

VANGUARD TAX-MANAGED FDS

2.45%

Shares339.3K

Event2026-03-31

Filed2026-04-13