Sponsored

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

Currently, Chesley Taft & Associates LLC holds 369 types of securities in its portfolio with a total value $2.6B. In the most recent quarter, they have increased their positions in VO (+101.5K shares, valued at $8.2M), CRM (+41.8K shares, valued at $6.6M), MU (+3.5K shares, valued at $4.0M); decreased their positions in MSFT (-20.9K shares, valued at $7.8M), CDNS (-10.4K shares, valued at $3.9M), PANW (-10.4K shares, valued at $3.6M); initiated new positions in AMD (+5.1K shares, valued at $2.9M), TOST (+57.6K shares, valued at $1.6M), USB (+19.1K shares, valued at $1.2M).

1M P&L

+43.5M+2.33%

3M P&L

+37.9M+2.03%

HY P&L

+26.2M+1.39%

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/A515.6M

26.1%

2Internet Content & Information184.4M

9.3%

3Software - Infrastructure145.3M

7.3%

Top Industries by Stock Count

1N/A110 stocks

34.0%

2Semiconductors9 stocks

2.8%

3Drug Manufacturers - General8 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOG ALPHABET INC418.4K shares-1.82%2026-06-302026-07-08

NVDA NVIDIA CORPORATION464.7K shares-1.79%2026-06-302026-07-08

AAPL APPLE INC284.3K shares-0.02%2026-06-302026-07-08

AMZN AMAZON COM INC340.0K shares0.11%2026-06-302026-07-08

MSFT MICROSOFT CORP217.2K shares-8.78%2026-06-302026-07-08

BROADCOM INC BROADCOM INC213.0K shares-2.50%2026-06-302026-07-08

PANW PALO ALTO NETWORKS INC182.1K shares-5.42%2026-06-302026-07-08

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION66.0K shares-1.80%2026-06-302026-07-08

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO171.1K shares-2.31%2026-06-302026-07-08

IJR ISHARES TR371.7K shares0.43%2026-06-302026-07-08

JNJ JOHNSON & JOHNSON209.7K shares-0.46%2026-06-302026-07-08

IXUS ISHARES TR540.2K shares3.60%2026-06-302026-07-08

IJH ISHARES TR602.2K shares-0.28%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T61.5K shares-1.59%2026-06-302026-07-08

SYK STRYKER CORPORATION138.7K shares-0.32%2026-06-302026-07-08

VISA INC VISA INC122.5K shares-0.01%2026-06-302026-07-08

Sponsored

GOOGL ALPHABET INC100.8K shares-2.68%2026-06-302026-07-08

APH AMPHENOL CORP202.1K shares-2.04%2026-06-302026-07-08

CHUBB LIMITED CHUBB LIMITED103.7K shares1.08%2026-06-302026-07-08

GLD SPDR GOLD TR93.7K shares-2.25%2026-06-302026-07-08

AXP AMERICAN EXPRESS CO81.9K shares-1.53%2026-06-302026-07-08

MASTERCARD INCORPORATED MASTERCARD INCORPORATED50.5K shares0.18%2026-06-302026-07-08

ABT ABBOTT LABORATORIES279.7K shares15.27%2026-06-302026-07-08

VEA VANGUARD TAX-MANAGED FDS355.0K shares4.65%2026-06-302026-07-08

Sponsored

ISHARES TR ISHARES TR33.4K shares9.90%2026-06-302026-07-08

LLY ELI LILLY & CO20.3K shares-0.38%2026-06-302026-07-08

RTX CORPORATION RTX CORPORATION124.5K shares2.69%2026-06-302026-07-08

VEU VANGUARD INTL EQUITY INDEX F263.3K shares0.68%2026-06-302026-07-08

PEP PEPSICO INC162.1K shares-2.94%2026-06-302026-07-08

COF CAPITAL ONE FINL CORP108.7K shares6.71%2026-06-302026-07-08

KO COCA COLA CO267.6K shares-2.18%2026-06-302026-07-08

ORACLE CORP ORACLE CORP147.2K shares-1.05%2026-06-302026-07-08

Sponsored

HD HOME DEPOT INC60.8K shares-6.29%2026-06-302026-07-08

C CITIGROUP INC152.1K shares2.09%2026-06-302026-07-08

TMO THERMO FISHER SCIENTIFIC INC42.3K shares1.12%2026-06-302026-07-08

AZO AUTOZONE INC6.6K shares1.20%2026-06-302026-07-08

META PLATFORMS INC META PLATFORMS INC37.3K shares-0.33%2026-06-302026-07-08

WASTE MGMT INC DEL WASTE MGMT INC DEL92.5K shares0.63%2026-06-302026-07-08

ITW ILLINOIS TOOL WKS INC74.4K shares-4.48%2026-06-302026-07-08

UBER UBER TECHNOLOGIES INC271.7K shares19.90%2026-06-302026-07-08

Sponsored

EQT EQT CORP343.4K shares-0.24%2026-06-302026-07-08

WFC WELLS FARGO & CO219.3K shares-0.89%2026-06-302026-07-08

EXXON MOBIL CORP EXXON MOBIL CORP129.7K shares-3.67%2026-06-302026-07-08

JMUB J P MORGAN EXCHANGE TRADED F312.2K shares11.22%2026-06-302026-07-08

ASTRAZENECA PLC ASTRAZENECA PLC81.3K shares3.14%2026-06-302026-07-08

MUB ISHARES TR138.9K shares-0.32%2026-06-302026-07-08

JMST J P MORGAN EXCHANGE TRADED F285.3K shares24.16%2026-06-302026-07-08

EFA ISHARES TR135.4K shares0.00%2026-06-302026-07-08

Sponsored

DIS DISNEY WALT CO144.9K shares-2.56%2026-06-302026-07-08

XLF SELECT SECTOR SPDR TR253.9K shares0.19%2026-06-302026-07-08

UNP UNION PAC CORP49.3K shares1.39%2026-06-302026-07-08

CRM SALESFORCE INC85.2K shares96.56%2026-06-302026-07-08

NEXTERA ENERGY INC NEXTERA ENERGY INC144.3K shares4.13%2026-06-302026-07-08

VB VANGUARD INDEX FDS39.9K shares6.63%2026-06-302026-07-08

ECL ECOLAB INC40.4K shares1.05%2026-06-302026-07-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND90.3K shares-7.94%2026-06-302026-07-08

Sponsored

VO VANGUARD INDEX FDS133.4K shares317.41%2026-06-302026-07-08

VANGUARD INDEX FDS VANGUARD INDEX FDS28.7K shares2.68%2026-06-302026-07-08

FLOT ISHARES TR202.9K shares5.95%2026-06-302026-07-08

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC24.6K shares-1.31%2026-06-302026-07-08

MDY STATE STR SPDR S&P MIDCAP 4014.3K shares-0.14%2026-06-302026-07-08

CHD CHURCH & DWIGHT CO INC98.8K shares-0.52%2026-06-302026-07-08

GWW WW GRAINGER INC7.0K shares0.72%2026-06-302026-07-08

ICE INTERCONTINENTAL EXCHANGE IN76.8K shares-0.58%2026-06-302026-07-08

Sponsored

ISHARES TR ISHARES TR84.0K shares4.48%2026-06-302026-07-08

WTW WILLIS TOWERS WATSON PLC LTD31.3K shares-3.30%2026-06-302026-07-08

CM CANADIAN IMPERIAL BANK OF CO70.4K shares-6.10%2026-06-302026-07-08

GEV GE VERNOVA INC6.9K shares2.52%2026-06-302026-07-08

BX BLACKSTONE INC66.5K shares2.54%2026-06-302026-07-08

CVX CHEVRON CORPORATION46.6K shares-1.32%2026-06-302026-07-08

VTEB VANGUARD MUN BD FDS152.6K shares0.40%2026-06-302026-07-08

MCD MCDONALDS CORP28.4K shares-1.68%2026-06-302026-07-08

Sponsored

MU MICRON TECHNOLOGY INC6.5K shares113.32%2026-06-302026-07-08

NETFLIX INC. NETFLIX INC.104.5K shares-0.89%2026-06-302026-07-08

SUB ISHARES TR69.7K shares-0.04%2026-06-302026-07-08

DHR DANAHER CORP DEL37.9K shares0.94%2026-06-302026-07-08

MRK MERCK & CO INC55.8K shares-5.14%2026-06-302026-07-08

CBOE CBOE GLOBAL MKTS INC29.4K shares3.09%2026-06-302026-07-08

DELL DELL TECHNOLOGIES INC16.2K shares58.45%2026-06-302026-07-08

AMGN AMGEN INC18.9K shares-5.93%2026-06-302026-07-08

Sponsored

PG PROCTER & GAMBLE CO45.3K shares0.56%2026-06-302026-07-08

SBUX STARBUCKS CORP63.9K shares-1.61%2026-06-302026-07-08

TJX TJX COS INC NEW40.8K shares-0.64%2026-06-302026-07-08

APD AIR PRODUCTS AND CHEMICALS I20.9K shares-1.53%2026-06-302026-07-08

LIN LINDE PLC11.7K shares4.53%2026-06-302026-07-08

VTV VANGUARD INDEX FDS26.6K shares-0.93%2026-06-302026-07-08

ETN EATON CORP PLC13.5K shares-0.17%2026-06-302026-07-08

TFC TRUIST FINL CORP113.1K shares-1.85%2026-06-302026-07-08

Sponsored

FBND FIDELITY MERRIMACK STR TR120.2K shares3.11%2026-06-302026-07-08

OKE ONEOK INC NEW62.3K shares0.30%2026-06-302026-07-08

NVS NOVARTIS AG32.4K shares-0.98%2026-06-302026-07-08

ABBVIE INC ABBVIE INC19.9K shares-0.93%2026-06-302026-07-08

GE GE AEROSPACE12.9K shares-0.16%2026-06-302026-07-08

FTV FORTIVE CORP77.5K shares-1.90%2026-06-302026-07-08

JPST J P MORGAN EXCHANGE TRADED F92.8K shares6.36%2026-06-302026-07-08

PFE PFIZER INC194.3K shares-4.67%2026-06-302026-07-08

Sponsored

BND VANGUARD BD INDEX FDS62.5K shares2.86%2026-06-302026-07-08

EMR EMERSON ELEC CO31.8K shares10.72%2026-06-302026-07-08

IBB ISHARES TR23.9K shares0.23%2026-06-302026-07-08

WELL WELLTOWER INC19.5K shares1.06%2026-06-302026-07-08

IBM INTERNATIONAL BUSINESS MACHS15.7K shares-1.30%2026-06-302026-07-08

APPLIED MATLS INC APPLIED MATLS INC6.1K shares-15.17%2026-06-302026-07-08

VWO VANGUARD INTL EQUITY INDEX F73.3K shares5.77%2026-06-302026-07-08

TMUS T-MOBILE US INC25.9K shares-1.12%2026-06-302026-07-08

Sponsored

SHW SHERWIN WILLIAMS CO12.5K shares0.09%2026-06-302026-07-08

BLK BLACKROCK INC4.5K shares0.00%2026-06-302026-07-08

TXN TEXAS INSTRS INC14.2K shares9.54%2026-06-302026-07-08

IGSB ISHARES TR80.6K shares2.41%2026-06-302026-07-08

LOW LOWES COS INC19.1K shares9.13%2026-06-302026-07-08

URI UNITED RENTALS INC3.7K shares-4.33%2026-06-302026-07-08

INTC INTEL CORP29.5K shares0.69%2026-06-302026-07-08

NTRS NORTHERN TR CORP23.5K shares-2.13%2026-06-302026-07-08

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F87.9K shares6.47%2026-06-302026-07-08

VTIP VANGUARD MALVERN FDS79.6K shares12.43%2026-06-302026-07-08

CWI SPDR INDEX SHS FDS97.5K shares12.69%2026-06-302026-07-08

IGIB ISHARES TR73.7K shares4.94%2026-06-302026-07-08

MCK MCKESSON CORP5.1K shares-1.30%2026-06-302026-07-08

ADP AUTOMATIC DATA PROCESSING IN17.2K shares-2.06%2026-06-302026-07-08

CSL CARLISLE COS INC10.2K shares80.64%2026-06-302026-07-08

SCHB SCHWAB STRATEGIC TR127.6K shares-2.35%2026-06-302026-07-08

Sponsored

VGK VANGUARD INTL EQUITY INDEX F40.8K shares-1.68%2026-06-302026-07-08

ISHARES TR ISHARES TR36.3K shares0.00%2026-06-302026-07-08

XLRE SELECT SECTOR SPDR TR78.9K shares1.13%2026-06-302026-07-08

VUSB VANGUARD BD INDEX FDS68.8K shares4.40%2026-06-302026-07-08

WY WEYERHAEUSER CO141.9K shares-7.29%2026-06-302026-07-08

FSLR FIRST SOLAR INC14.4K shares1.58%2026-06-302026-07-08

STIP ISHARES TR31.4K shares6.69%2026-06-302026-07-08

QCOM QUALCOMM INC17.1K shares7.67%2026-06-302026-07-08

Sponsored

PGR PROGRESSIVE CORP14.2K shares-29.54%2026-06-302026-07-08

CISCO SYS INC CISCO SYS INC26.3K shares1.29%2026-06-302026-07-08

IWF ISHARES TR23.7K shares269.83%2026-06-302026-07-08

AMD ADVANCED MICRO DEVICES INC5.1K sharesnew addition2026-06-302026-07-08

S&P GLOBAL INC S&P GLOBAL INC7.2K shares-14.76%2026-06-302026-07-08

KLAC KLA CORP9.6K shares607.99%2026-06-302026-07-08

IEI ISHARES TR23.8K shares4.84%2026-06-302026-07-08

ICSH ISHARES TR53.4K shares-18.33%2026-06-302026-07-08

Sponsored

CAT CATERPILLAR INC2.5K shares5.12%2026-06-302026-07-08

IBDU ISHARES TR113.9K shares10.69%2026-06-302026-07-08

EWJ ISHARES INC28.1K shares3.12%2026-06-302026-07-08

VOO VANGUARD INDEX FDS3.8K shares0.00%2026-06-302026-07-08

ADOBE INC ADOBE INC12.7K shares-49.16%2026-06-302026-07-08

IBDT ISHARES TR101.7K shares5.83%2026-06-302026-07-08

EW EDWARDS LIFESCIENCES CORP28.2K shares0.01%2026-06-302026-07-08

SHY ISHARES TR31.0K shares1.97%2026-06-302026-07-08

Sponsored

IEMG ISHARES INC30.6K shares-0.31%2026-06-302026-07-08

AFL AFLAC INC20.9K shares0.21%2026-06-302026-07-08

GLW CORNING INC9.6K shares-17.01%2026-06-302026-07-08

AMERIPRISE FINL INC AMERIPRISE FINL INC5.3K shares-0.24%2026-06-302026-07-08

HSY HERSHEY CO13.8K shares-0.03%2026-06-302026-07-08

VRT VERTIV HOLDINGS CO7.2K shares-11.93%2026-06-302026-07-08

BE BLOOM ENERGY CORP7.9K shares-3.86%2026-06-302026-07-08

CI THE CIGNA GROUP8.7K shares0.76%2026-06-302026-07-08

Sponsored

IWR ISHARES TR21.6K shares0.00%2026-06-302026-07-08

SCHG SCHWAB STRATEGIC TR68.2K shares0.00%2026-06-302026-07-08

HQY HEALTHEQUITY INC25.3K shares-9.15%2026-06-302026-07-08

MET METLIFE INC26.4K shares9.10%2026-06-302026-07-08

IBDS ISHARES TR91.1K shares1.93%2026-06-302026-07-08

IYW ISHARES TR8.4K shares-1.52%2026-06-302026-07-08

SCHW SCHWAB CHARLES CORP22.6K shares-2.57%2026-06-302026-07-08

CP CANADIAN PACIFIC KANSAS CITY23.8K shares0.00%2026-06-302026-07-08

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC5.9K shares2.93%2026-06-302026-07-08

IBDW ISHARES TR97.4K shares10.06%2026-06-302026-07-08

BKNG BOOKING HOLDINGS INC11.3K shares2394.48%2026-06-302026-07-08

SHM SPDR SERIES TRUST41.9K shares0.00%2026-06-302026-07-08

QQQ INVESCO QQQ TR2.7K shares1.69%2026-06-302026-07-08

IBDR ISHARES TR80.6K shares-24.38%2026-06-302026-07-08

HUBB HUBBELL INC3.7K shares-0.08%2026-06-302026-07-08

IWV ISHARES TR4.5K shares-1.11%2026-06-302026-07-08

Sponsored

FI FISERV INC38.6K shares-6.30%2026-06-302026-07-08

SYY SYSCO CORP22.5K shares0.09%2026-06-302026-07-08

VOYA VOYA FINANCIAL INC20.8K shares0.00%2026-06-302026-07-08

FELE FRANKLIN ELEC INC16.9K shares0.00%2026-06-302026-07-08

XYL XYLEM INC15.2K shares0.52%2026-06-302026-07-08

NEM NEWMONT CORP19.2K shares-1.46%2026-06-302026-07-08

EMLC VANECK ETF TRUST68.0K shares5.10%2026-06-302026-07-08

ALC ALCON AG25.4K shares-38.38%2026-06-302026-07-08

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL3.3K shares-8.48%2026-06-302026-07-08

FERG FERGUSON ENTERPRISES INC7.0K shares3.86%2026-06-302026-07-08

TOST TOAST INC57.6K sharesnew addition2026-06-302026-07-08

IRM IRON MTN INC DEL12.3K shares0.51%2026-06-302026-07-08

IBDV ISHARES TR69.0K shares1.47%2026-06-302026-07-08

DAL DELTA AIR LINES INC16.1K shares-0.25%2026-06-302026-07-08

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares-33.33%2026-06-302026-07-08

DUK DUKE ENERGY CORP NEW11.6K shares2.94%2026-06-302026-07-08

Sponsored

ULTA BEAUTY INC ULTA BEAUTY INC3.2K shares175.81%2026-06-302026-07-08

CORTEVA INC CORTEVA INC17.1K shares12.56%2026-06-302026-07-08

IBDX ISHARES TR56.9K shares3.45%2026-06-302026-07-08

EMB ISHARES TR14.7K shares6.18%2026-06-302026-07-08

SLB SLB LIMITED30.2K shares6.24%2026-06-302026-07-08

T AT&T INC67.5K shares-6.01%2026-06-302026-07-08

IXC ISHARES TR28.0K shares0.86%2026-06-302026-07-08

VZ VERIZON COMMUNICATIONS INC32.2K shares-0.78%2026-06-302026-07-08

Sponsored

AON AON PLC4.1K shares0.20%2026-06-302026-07-08

LRCX LAM RESEARCH CORP3.1K shares1.74%2026-06-302026-07-08

PLAINS GP HLDGS L P PLAINS GP HLDGS L P53.9K shares-0.37%2026-06-302026-07-08

FLRN SPDR SERIES TRUST41.5K shares4.80%2026-06-302026-07-08

MMC MARSH & MCLENNAN COS INC7.6K shares-24.20%2026-06-302026-07-08

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC9.5K shares4.08%2026-06-302026-07-08

DOMINION ENERGY INC DOMINION ENERGY INC18.3K shares6.50%2026-06-302026-07-08

LAMR LAMAR ADVERTISING CO8.0K shares0.19%2026-06-302026-07-08

Sponsored

CDNS CADENCE DESIGN SYSTEM INC3.3K shares-75.79%2026-06-302026-07-08

LMT LOCKHEED MARTIN CORP2.4K shares0.63%2026-06-302026-07-08

IWD ISHARES TR5.0K shares-5.83%2026-06-302026-07-08

OMC OMNICOM GROUP INC16.3K shares1.26%2026-06-302026-07-08

GM GENERAL MTRS CO15.4K shares1.48%2026-06-302026-07-08

CTSH COGNIZANT TECHNOLOGY SOLUTIO30.4K shares9.11%2026-06-302026-07-08

TSLA TESLA INC2.8K shares-10.39%2026-06-302026-07-08

KEY KEYCORP50.9K shares6.82%2026-06-302026-07-08

Sponsored

TGT TARGET CORP8.9K shares8.57%2026-06-302026-07-08

USB US BANCORP19.1K sharesnew addition2026-06-302026-07-08

ZOETIS INC ZOETIS INC16.1K shares-51.60%2026-06-302026-07-08

FLEX FLEX LTD6.9K shares-3.88%2026-06-302026-07-08

ITOT ISHARES TR6.8K shares3.33%2026-06-302026-07-08

SNA SNAP ON INC2.8K shares0.00%2026-06-302026-07-08

CZR CAESARS ENTERTAINMENT INC NE36.2K shares0.00%2026-06-302026-07-08

TLT ISHARES TR12.6K shares3.24%2026-06-302026-07-08

Sponsored

SPG SIMON PPTY GROUP INC NEW4.9K shares5.99%2026-06-302026-07-08

NRG NRG ENERGY INC7.4K shares1.52%2026-06-302026-07-08

SOUTHERN CO SOUTHERN CO10.8K shares0.45%2026-06-302026-07-08

IVW ISHARES TR7.5K shares0.00%2026-06-302026-07-08

GS GOLDMAN SACHS GROUP INC1.0K shares1.31%2026-06-302026-07-08

VXUS VANGUARD STAR FDS11.8K shares-1.52%2026-06-302026-07-08

RSP INVESCO EXCHANGE TRADED FD T4.7K shares-0.29%2026-06-302026-07-08

DE DEERE & CO1.6K shares85.00%2026-06-302026-07-08

Sponsored

HCA HCA HEALTHCARE INC2.6K shares0.27%2026-06-302026-07-08

SHEL SHELL PLC12.8K shares3.74%2026-06-302026-07-08

CMS CMS ENERGY CORP12.9K shares0.69%2026-06-302026-07-08

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares-1.17%2026-06-302026-07-08

MDLZ MONDELEZ INTL INC16.9K shares-20.04%2026-06-302026-07-08

VT VANGUARD INTL EQUITY INDEX F6.1K shares-0.44%2026-06-302026-07-08

BWA BORGWARNER INC14.3K shares2.31%2026-06-302026-07-08

KHC KRAFT HEINZ CO39.6K shares-7.22%2026-06-302026-07-08

Sponsored

CMI CUMMINS INC1.3K shares-0.46%2026-06-302026-07-08

IWM ISHARES TR3.1K shares0.00%2026-06-302026-07-08

GILD GILEAD SCIENCES INC7.3K shares-0.75%2026-06-302026-07-08

NOC NORTHROP GRUMMAN CORP1.8K shares-0.17%2026-06-302026-07-08

ILCV ISHARES TR8.7K shares0.00%2026-06-302026-07-08

VBR VANGUARD INDEX FDS3.6K shares0.00%2026-06-302026-07-08

EEM ISHARES TR12.4K shares2.98%2026-06-302026-07-08

PM PHILIP MORRIS INTL INC4.7K shares-56.66%2026-06-302026-07-08

Sponsored

CVNA CARVANA CO12.6K shares578.58%2026-06-302026-07-08

ZBRA ZEBRA TECHNOLOGIES CORPORATI3.1K shares-15.79%2026-06-302026-07-08

AIG AMERICAN INTL GROUP INC10.8K shares0.19%2026-06-302026-07-08

VMBS VANGUARD SCOTTSDALE FDS16.8K shares172.30%2026-06-302026-07-08

CSX CSX CORP16.5K shares0.46%2026-06-302026-07-08

LHX L3HARRIS TECHNOLOGIES INC2.7K shares0.19%2026-06-302026-07-08

WMB WILLIAMS COS INC10.4K shares0.51%2026-06-302026-07-08

GIS GENERAL MILLS INC21.9K shares4.29%2026-06-302026-07-08

Sponsored

BG BUNGE GLOBAL SA6.9K shares9.20%2026-06-302026-07-08

HRB BLOCK H & R INC19.4K shares-2.76%2026-06-302026-07-08

FNF FIDELITY NATL FINL INC15.2K shares-15.13%2026-06-302026-07-08

TIP ISHARES TR6.4K shares-5.50%2026-06-302026-07-08

SCHF SCHWAB STRATEGIC TR25.1K shares-4.79%2026-06-302026-07-08

GNRC GENERAC HLDGS INC2.4K sharesnew addition2026-06-302026-07-08

TRGP TARGA RES CORP2.6K shares-2.40%2026-06-302026-07-08

SCHA SCHWAB STRATEGIC TR18.9K shares0.83%2026-06-302026-07-08

Sponsored

VXF VANGUARD INDEX FDS2.8K shares-0.07%2026-06-302026-07-08

IP INTERNATIONAL PAPER CO17.6K shares-0.13%2026-06-302026-07-08

XBI SPDR SERIES TRUST4.2K shares0.00%2026-06-302026-07-08

WMT WALMART INC5.8K shares13.86%2026-06-302026-07-08

LEMB ISHARES INC15.6K shares28.01%2026-06-302026-07-08

EG EVEREST GROUP LTD1.8K shares-5.20%2026-06-302026-07-08

DRI DARDEN RESTAURANTS INC3.1K shares-0.97%2026-06-302026-07-08

SOLS SOLSTICE ADVANCED MATLS INC7.0K shares-13.53%2026-06-302026-07-08

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC5.2K shares-0.40%2026-06-302026-07-08

COHR COHERENT CORP1.6K shares-9.67%2026-06-302026-07-08

INTU INTUIT2.3K shares42.62%2026-06-302026-07-08

ALL ALLSTATE CORP2.5K shares0.49%2026-06-302026-07-08

BKR BAKER HUGHES COMPANY10.4K shares-1.60%2026-06-302026-07-08

VGSH VANGUARD SCOTTSDALE FDS9.9K shares-16.84%2026-06-302026-07-08

FIS FIDELITY NATL INFORMATION SV14.8K shares-11.92%2026-06-302026-07-08

IAU ISHARES GOLD TR7.2K shares7.06%2026-06-302026-07-08

Sponsored

VRTX VERTEX PHARMACEUTICALS INC1.1K shares24.51%2026-06-302026-07-08

PAYX PAYCHEX INC5.4K shares0.26%2026-06-302026-07-08

CEG CONSTELLATION ENERGY CORP2.1K shares-11.88%2026-06-302026-07-08

EXE EXPAND ENERGY CORPORATION5.8K shares-8.44%2026-06-302026-07-08

DIA STATE STR SPDR DOW JONES IND1.0K shares0.00%2026-06-302026-07-08

WEC WEC ENERGY GROUP INC4.5K shares-0.49%2026-06-302026-07-08

FDX FEDEX CORP1.7K shares-1.37%2026-06-302026-07-08

IBTH ISHARES TR23.0K shares0.00%2026-06-302026-07-08

Sponsored

HASI HA SUSTAINABLE INFRA CAP INC13.1K shares9.92%2026-06-302026-07-08

SCHC SCHWAB STRATEGIC TR10.3K shares0.00%2026-06-302026-07-08

FREEPORT MCMORAN INC FREEPORT MCMORAN INC7.8K shares0.79%2026-06-302026-07-08

CR CRANE COMPANY2.2K shares0.00%2026-06-302026-07-08

J JACOBS SOLUTIONS INC3.7K shares0.00%2026-06-302026-07-08

SNOWFLAKE INC SNOWFLAKE INC1.8K shares16.67%2026-06-302026-07-08

ICLN ISHARES TR22.5K shares0.00%2026-06-302026-07-08

ET ENERGY TRANSFER L P23.8K shares0.00%2026-06-302026-07-08

Sponsored

VLO VALERO ENERGY CORP1.7K shares1.64%2026-06-302026-07-08

XLK SELECT SECTOR SPDR TR2.4K shares0.00%2026-06-302026-07-08

BDX BECTON DICKINSON & CO2.9K shares-23.32%2026-06-302026-07-08

JBL JABIL INC1.1K shares-2.71%2026-06-302026-07-08

HBAN HUNTINGTON BANCSHARES INC24.4K shares-14.25%2026-06-302026-07-08

ESGD ISHARES TR4.2K shares-5.84%2026-06-302026-07-08

IBTG ISHARES TR18.6K shares0.00%2026-06-302026-07-08

EQH EQUITABLE HLDGS INC9.7K sharesnew addition2026-06-302026-07-08

Sponsored

SCHV SCHWAB STRATEGIC TR12.1K shares0.00%2026-06-302026-07-08

CNI CANADIAN NATL RY CO3.5K shares0.00%2026-06-302026-07-08

AEP AMERICAN ELEC PWR CO INC3.0K shares0.76%2026-06-302026-07-08

CMF ISHARES TR6.9K shares-6.10%2026-06-302026-07-08

COP CONOCOPHILLIPS3.8K shares-32.37%2026-06-302026-07-08

MRVL MARVELL TECHNOLOGY INC1.3K sharesnew addition2026-06-302026-07-08

PSA PUBLIC STORAGE1.2K shares0.58%2026-06-302026-07-08

RAL RALLIANT CORP5.3K shares-28.54%2026-06-302026-07-08

Sponsored

HEFA ISHARES TR8.2K shares0.00%2026-06-302026-07-08

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.2K shares0.96%2026-06-302026-07-08

VPL VANGUARD INTL EQUITY INDEX F3.2K shares0.00%2026-06-302026-07-08

MHK MOHAWK INDS INC2.9K shares-2.87%2026-06-302026-07-08

VHT VANGUARD WORLD FD1.2K shares-4.02%2026-06-302026-07-08

UHS UNIVERSAL HLTH SVCS INC2.4K shares6.99%2026-06-302026-07-08

NUE NUCOR CORP1.6K shares7.35%2026-06-302026-07-08

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.3.9K shares0.60%2026-06-302026-07-08

Sponsored

YUM YUM BRANDS INC2.2K shares0.00%2026-06-302026-07-08

ACWI ISHARES TR2.2K shares0.00%2026-06-302026-07-08

SMH VANECK ETF TRUST529 shares0.00%2026-06-302026-07-08

HEWJ ISHARES TR5.3K shares-4.61%2026-06-302026-07-08

PFG PRINCIPAL FINANCIAL GROUP IN3.1K shares-2.37%2026-06-302026-07-08

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION3.0K shares-1.08%2026-06-302026-07-08

OTTR OTTER TAIL CORP3.7K shares0.00%2026-06-302026-07-08

OEF ISHARES TR871 shares0.00%2026-06-302026-07-08

Sponsored

GD GENERAL DYNAMICS CORP877 shares-0.11%2026-06-302026-07-08

PRGS PROGRESS SOFTWARE CORP9.2K shares8.06%2026-06-302026-07-08

DVY ISHARES TR2.0K shares0.00%2026-06-302026-07-08

GFS GLOBALFOUNDRIES INC3.6K shares-20.70%2026-06-302026-07-08

SR SPIRE INC3.8K shares0.00%2026-06-302026-07-08

DVN DEVON ENERGY CORP NEW7.1K sharesnew addition2026-06-302026-07-08

MPWR MONOLITHIC PWR SYS INC211 shares0.96%2026-06-302026-07-08

WMG WARNER MUSIC GROUP CORP10.6K sharesnew addition2026-06-302026-07-08

Sponsored

UGI UGI CORP NEW8.3K shares0.00%2026-06-302026-07-08

GEN GEN DIGITAL INC11.3K sharesnew addition2026-06-302026-07-08

BMY BRISTOL-MYERS SQUIBB CO4.8K shares-10.45%2026-06-302026-07-08

REGN REGENERON PHARMACEUTICALS439 shares0.46%2026-06-302026-07-08

BK BANK OF NY MELLON CORP1.9K sharesnew addition2026-06-302026-07-08

XEL XCEL ENERGY INC3.4K shares0.62%2026-06-302026-07-08

TECK TECK RESOURCES LTD4.6K shares-6.64%2026-06-302026-07-08

MAS MASCO CORP3.3K shares-1.15%2026-06-302026-07-08

Sponsored

IWS ISHARES TR1.6K shares-0.90%2026-06-302026-07-08

SCHZ SCHWAB STRATEGIC TR11.6K shares-22.84%2026-06-302026-07-08

SPDR SERIES TRUST SPDR SERIES TRUST3.0K shares13.25%2026-06-302026-07-08

MO ALTRIA GROUP INC3.7K shares-63.36%2026-06-302026-07-08

VICI VICI PPTYS INC9.7K shares10.91%2026-06-302026-07-08

DASH DOORDASH INC1.4K shares1.24%2026-06-302026-07-08

LUMENTUM HLDGS INC LUMENTUM HLDGS INC298 shares-45.32%2026-06-302026-07-08

MBB ISHARES TR2.7K shares1.72%2026-06-302026-07-08

Sponsored

ESGV VANGUARD WORLD FD1.9K sharesnew addition2026-06-302026-07-08

HYD VANECK ETF TRUST4.8K shares0.00%2026-06-302026-07-08

SCHM SCHWAB STRATEGIC TR6.6K shares0.03%2026-06-302026-07-08

NYF ISHARES TR4.5K shares9.76%2026-06-302026-07-08

ROP ROPER TECHNOLOGIES INC705 shares-10.19%2026-06-302026-07-08

MTCH MATCH GROUP INC NEW6.2K shares-9.89%2026-06-302026-07-08

SPTS SPDR SERIES TRUST8.2K shares0.00%2026-06-302026-07-08

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC709 shares1.72%2026-06-302026-07-08

Sponsored

IWP ISHARES TR1.6K shares-2.04%2026-06-302026-07-08

IBDY ISHARES TR9.0K sharesnew addition2026-06-302026-07-08

IUSB ISHARES TR5.0K sharesnew addition2026-06-302026-07-08

WAT WATERS CORP608 shares-24.00%2026-06-302026-07-08

VIG VANGUARD SPECIALIZED FUNDS953 shares0.00%2026-06-302026-07-08

NSC NORFOLK SOUTHN CORP711 shares0.57%2026-06-302026-07-08

XTEN BONDBLOXX ETF TRUST4.8K shares-12.90%2026-06-302026-07-08

CL COLGATE PALMOLIVE CO2.4K shares-71.72%2026-06-302026-07-08

Sponsored

RWR SPDR SERIES TRUST1.9K sharesnew addition2026-06-302026-07-08

FAST FASTENAL CO4.4K shares1.07%2026-06-302026-07-08

KMB KIMBERLY-CLARK CORP1.9K sharesnew addition2026-06-302026-07-08

BAC BANK OF AMER CORP3.7K sharesnew addition2026-06-302026-07-08

DHI D R HORTON INC1.3K sharesnew addition2026-06-302026-07-08

CVS CVS HEALTH CORP2.0K sharesnew addition2026-06-302026-07-08

AES CORP AES CORP11.7K shares0.00%2026-06-302026-07-08

BRBR BELLRING BRANDS INC11.9K shares-7.31%2026-06-302026-07-08

Sponsored

JBLU JETBLUE AIRWAYS CORP21.1K shares0.00%2026-06-302026-07-08

GOOG

ALPHABET INC

-1.82%

Shares418.4K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORPORATION

-1.79%

Shares464.7K

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

-0.02%

Shares284.3K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

0.11%

Shares340.0K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

-8.78%

Shares217.2K

Event2026-06-30

Filed2026-07-08

BROADCOM INC

-2.50%

Shares213.0K

Event2026-06-30

Filed2026-07-08

PANW

PALO ALTO NETWORKS INC

-5.42%

Shares182.1K

Event2026-06-30

Filed2026-07-08

COSTCO WHOLESALE CORPORATION

-1.80%

Shares66.0K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

-2.31%

Shares171.1K

Event2026-06-30

Filed2026-07-08

IJR

ISHARES TR

0.43%

Shares371.7K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

-0.46%

Shares209.7K

Event2026-06-30

Filed2026-07-08

IXUS

ISHARES TR

3.60%

Shares540.2K

Event2026-06-30

Filed2026-07-08

IJH

ISHARES TR

-0.28%

Shares602.2K

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

-1.59%

Shares61.5K

Event2026-06-30

Filed2026-07-08

SYK

STRYKER CORPORATION

-0.32%

Shares138.7K

Event2026-06-30

Filed2026-07-08

VISA INC

-0.01%

Shares122.5K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

-2.68%

Shares100.8K

Event2026-06-30

Filed2026-07-08

APH

AMPHENOL CORP

-2.04%

Shares202.1K

Event2026-06-30

Filed2026-07-08

CHUBB LIMITED

1.08%

Shares103.7K

Event2026-06-30

Filed2026-07-08

GLD

SPDR GOLD TR

-2.25%

Shares93.7K

Event2026-06-30

Filed2026-07-08

AXP

AMERICAN EXPRESS CO

-1.53%

Shares81.9K

Event2026-06-30

Filed2026-07-08

MASTERCARD INCORPORATED

0.18%

Shares50.5K

Event2026-06-30

Filed2026-07-08

ABT

ABBOTT LABORATORIES

15.27%

Shares279.7K

Event2026-06-30

Filed2026-07-08

VEA

VANGUARD TAX-MANAGED FDS

4.65%

Shares355.0K

Event2026-06-30

Filed2026-07-08

ISHARES TR

9.90%

Shares33.4K

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO

-0.38%

Shares20.3K

Event2026-06-30

Filed2026-07-08

RTX CORPORATION

2.69%

Shares124.5K

Event2026-06-30

Filed2026-07-08

VEU

VANGUARD INTL EQUITY INDEX F

0.68%

Shares263.3K

Event2026-06-30

Filed2026-07-08

PEP

PEPSICO INC

-2.94%

Shares162.1K

Event2026-06-30

Filed2026-07-08

COF

CAPITAL ONE FINL CORP

6.71%

Shares108.7K

Event2026-06-30

Filed2026-07-08

COCA COLA CO

-2.18%

Shares267.6K

Event2026-06-30

Filed2026-07-08

ORACLE CORP

-1.05%

Shares147.2K

Event2026-06-30

Filed2026-07-08

HOME DEPOT INC

-6.29%

Shares60.8K

Event2026-06-30

Filed2026-07-08

CITIGROUP INC

2.09%

Shares152.1K

Event2026-06-30

Filed2026-07-08

TMO

THERMO FISHER SCIENTIFIC INC

1.12%

Shares42.3K

Event2026-06-30

Filed2026-07-08

AZO

AUTOZONE INC

1.20%

Shares6.6K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

-0.33%

Shares37.3K

Event2026-06-30

Filed2026-07-08

WASTE MGMT INC DEL

0.63%

Shares92.5K

Event2026-06-30

Filed2026-07-08

ITW

ILLINOIS TOOL WKS INC

-4.48%

Shares74.4K

Event2026-06-30

Filed2026-07-08

UBER

UBER TECHNOLOGIES INC

19.90%

Shares271.7K

Event2026-06-30

Filed2026-07-08

EQT

EQT CORP

-0.24%

Shares343.4K

Event2026-06-30

Filed2026-07-08

WFC

WELLS FARGO & CO

-0.89%

Shares219.3K

Event2026-06-30

Filed2026-07-08

EXXON MOBIL CORP

-3.67%

Shares129.7K

Event2026-06-30

Filed2026-07-08

JMUB

J P MORGAN EXCHANGE TRADED F

11.22%

Shares312.2K

Event2026-06-30

Filed2026-07-08

ASTRAZENECA PLC

3.14%

Shares81.3K

Event2026-06-30

Filed2026-07-08

MUB

ISHARES TR

-0.32%

Shares138.9K

Event2026-06-30

Filed2026-07-08

JMST

J P MORGAN EXCHANGE TRADED F

24.16%

Shares285.3K

Event2026-06-30

Filed2026-07-08

EFA

ISHARES TR

0.00%

Shares135.4K

Event2026-06-30

Filed2026-07-08

DIS

DISNEY WALT CO

-2.56%

Shares144.9K

Event2026-06-30

Filed2026-07-08

XLF

SELECT SECTOR SPDR TR

0.19%

Shares253.9K

Event2026-06-30

Filed2026-07-08

UNP

UNION PAC CORP

1.39%

Shares49.3K

Event2026-06-30

Filed2026-07-08

CRM

SALESFORCE INC

96.56%

Shares85.2K

Event2026-06-30

Filed2026-07-08

NEXTERA ENERGY INC

4.13%

Shares144.3K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

6.63%

Shares39.9K

Event2026-06-30

Filed2026-07-08

ECL

ECOLAB INC

1.05%

Shares40.4K

Event2026-06-30

Filed2026-07-08

ACCENTURE PLC IRELAND

-7.94%

Shares90.3K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

317.41%

Shares133.4K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

2.68%

Shares28.7K

Event2026-06-30

Filed2026-07-08

FLOT

ISHARES TR

5.95%

Shares202.9K

Event2026-06-30

Filed2026-07-08

UNITEDHEALTH GROUP INC

-1.31%

Shares24.6K

Event2026-06-30

Filed2026-07-08

MDY

STATE STR SPDR S&P MIDCAP 40

-0.14%

Shares14.3K

Event2026-06-30

Filed2026-07-08

CHD

CHURCH & DWIGHT CO INC

-0.52%

Shares98.8K

Event2026-06-30

Filed2026-07-08

GWW

WW GRAINGER INC

0.72%

Shares7.0K

Event2026-06-30

Filed2026-07-08

ICE

INTERCONTINENTAL EXCHANGE IN

-0.58%

Shares76.8K

Event2026-06-30

Filed2026-07-08

ISHARES TR

4.48%

Shares84.0K

Event2026-06-30

Filed2026-07-08

WTW

WILLIS TOWERS WATSON PLC LTD

-3.30%

Shares31.3K

Event2026-06-30

Filed2026-07-08

CANADIAN IMPERIAL BANK OF CO

-6.10%

Shares70.4K

Event2026-06-30

Filed2026-07-08

GEV

GE VERNOVA INC

2.52%

Shares6.9K

Event2026-06-30

Filed2026-07-08

BLACKSTONE INC

2.54%

Shares66.5K

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION

-1.32%

Shares46.6K

Event2026-06-30

Filed2026-07-08

VTEB

VANGUARD MUN BD FDS

0.40%

Shares152.6K

Event2026-06-30

Filed2026-07-08

MCD

MCDONALDS CORP

-1.68%

Shares28.4K

Event2026-06-30

Filed2026-07-08

MICRON TECHNOLOGY INC

113.32%

Shares6.5K

Event2026-06-30

Filed2026-07-08

NETFLIX INC.

-0.89%

Shares104.5K

Event2026-06-30

Filed2026-07-08

SUB

ISHARES TR

-0.04%

Shares69.7K

Event2026-06-30

Filed2026-07-08

DHR

DANAHER CORP DEL

0.94%

Shares37.9K

Event2026-06-30

Filed2026-07-08

MRK

MERCK & CO INC

-5.14%

Shares55.8K

Event2026-06-30

Filed2026-07-08

CBOE

CBOE GLOBAL MKTS INC

3.09%

Shares29.4K

Event2026-06-30

Filed2026-07-08

DELL

DELL TECHNOLOGIES INC

58.45%

Shares16.2K

Event2026-06-30

Filed2026-07-08

AMGN

AMGEN INC

-5.93%

Shares18.9K

Event2026-06-30

Filed2026-07-08

PROCTER & GAMBLE CO

0.56%

Shares45.3K

Event2026-06-30

Filed2026-07-08

SBUX

STARBUCKS CORP

-1.61%

Shares63.9K

Event2026-06-30

Filed2026-07-08

TJX

TJX COS INC NEW

-0.64%

Shares40.8K

Event2026-06-30

Filed2026-07-08

APD

AIR PRODUCTS AND CHEMICALS I

-1.53%

Shares20.9K

Event2026-06-30

Filed2026-07-08

LIN

LINDE PLC

4.53%

Shares11.7K

Event2026-06-30

Filed2026-07-08

VTV

VANGUARD INDEX FDS

-0.93%

Shares26.6K

Event2026-06-30

Filed2026-07-08

ETN

EATON CORP PLC

-0.17%

Shares13.5K

Event2026-06-30

Filed2026-07-08

TFC

TRUIST FINL CORP

-1.85%

Shares113.1K

Event2026-06-30

Filed2026-07-08

FBND

FIDELITY MERRIMACK STR TR

3.11%

Shares120.2K

Event2026-06-30

Filed2026-07-08

OKE

ONEOK INC NEW

0.30%

Shares62.3K

Event2026-06-30

Filed2026-07-08

NVS

NOVARTIS AG

-0.98%

Shares32.4K

Event2026-06-30

Filed2026-07-08

ABBVIE INC

-0.93%

Shares19.9K

Event2026-06-30

Filed2026-07-08

GE AEROSPACE

-0.16%

Shares12.9K

Event2026-06-30

Filed2026-07-08

FTV

FORTIVE CORP

-1.90%

Shares77.5K

Event2026-06-30

Filed2026-07-08

JPST

J P MORGAN EXCHANGE TRADED F

6.36%

Shares92.8K

Event2026-06-30

Filed2026-07-08

PFE

PFIZER INC

-4.67%

Shares194.3K

Event2026-06-30

Filed2026-07-08

BND

VANGUARD BD INDEX FDS

2.86%

Shares62.5K

Event2026-06-30

Filed2026-07-08

EMR

EMERSON ELEC CO

10.72%

Shares31.8K

Event2026-06-30

Filed2026-07-08

IBB

ISHARES TR

0.23%

Shares23.9K

Event2026-06-30

Filed2026-07-08

WELL

WELLTOWER INC

1.06%

Shares19.5K

Event2026-06-30

Filed2026-07-08

IBM

INTERNATIONAL BUSINESS MACHS

-1.30%

Shares15.7K

Event2026-06-30

Filed2026-07-08

APPLIED MATLS INC

-15.17%

Shares6.1K

Event2026-06-30

Filed2026-07-08

VWO

VANGUARD INTL EQUITY INDEX F

5.77%

Shares73.3K

Event2026-06-30

Filed2026-07-08

TMUS

T-MOBILE US INC

-1.12%

Shares25.9K

Event2026-06-30

Filed2026-07-08

SHW

SHERWIN WILLIAMS CO

0.09%

Shares12.5K

Event2026-06-30

Filed2026-07-08

BLK

BLACKROCK INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-08

TXN

TEXAS INSTRS INC

9.54%

Shares14.2K

Event2026-06-30

Filed2026-07-08

IGSB

ISHARES TR

2.41%

Shares80.6K

Event2026-06-30

Filed2026-07-08

LOW

LOWES COS INC

9.13%

Shares19.1K

Event2026-06-30

Filed2026-07-08

URI

UNITED RENTALS INC

-4.33%

Shares3.7K

Event2026-06-30

Filed2026-07-08

INTC

INTEL CORP

0.69%

Shares29.5K

Event2026-06-30

Filed2026-07-08

NTRS

NORTHERN TR CORP

-2.13%

Shares23.5K

Event2026-06-30

Filed2026-07-08

JPIE

J P MORGAN EXCHANGE TRADED F

6.47%

Shares87.9K

Event2026-06-30

Filed2026-07-08

VTIP

VANGUARD MALVERN FDS

12.43%

Shares79.6K

Event2026-06-30

Filed2026-07-08

CWI

SPDR INDEX SHS FDS

12.69%

Shares97.5K

Event2026-06-30

Filed2026-07-08

IGIB

ISHARES TR

4.94%

Shares73.7K

Event2026-06-30

Filed2026-07-08

MCK

MCKESSON CORP

-1.30%

Shares5.1K

Event2026-06-30

Filed2026-07-08

ADP

AUTOMATIC DATA PROCESSING IN

-2.06%

Shares17.2K

Event2026-06-30

Filed2026-07-08

CSL

CARLISLE COS INC

80.64%

Shares10.2K

Event2026-06-30

Filed2026-07-08

SCHB

SCHWAB STRATEGIC TR

-2.35%

Shares127.6K

Event2026-06-30

Filed2026-07-08

VGK

VANGUARD INTL EQUITY INDEX F

-1.68%

Shares40.8K

Event2026-06-30

Filed2026-07-08

ISHARES TR

0.00%

Shares36.3K

Event2026-06-30

Filed2026-07-08

XLRE

SELECT SECTOR SPDR TR

1.13%

Shares78.9K

Event2026-06-30

Filed2026-07-08

VUSB

VANGUARD BD INDEX FDS

4.40%

Shares68.8K

Event2026-06-30

Filed2026-07-08

WEYERHAEUSER CO

-7.29%

Shares141.9K

Event2026-06-30

Filed2026-07-08

FSLR

FIRST SOLAR INC

1.58%

Shares14.4K

Event2026-06-30

Filed2026-07-08

STIP

ISHARES TR

6.69%

Shares31.4K

Event2026-06-30

Filed2026-07-08

QCOM

QUALCOMM INC

7.67%

Shares17.1K

Event2026-06-30

Filed2026-07-08

PGR

PROGRESSIVE CORP

-29.54%

Shares14.2K

Event2026-06-30

Filed2026-07-08

CISCO SYS INC

1.29%

Shares26.3K

Event2026-06-30

Filed2026-07-08

IWF

ISHARES TR

269.83%

Shares23.7K

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO DEVICES INC

New

Shares5.1K

Event2026-06-30

Filed2026-07-08

S&P GLOBAL INC

-14.76%

Shares7.2K

Event2026-06-30

Filed2026-07-08

KLAC

KLA CORP

607.99%

Shares9.6K

Event2026-06-30

Filed2026-07-08

IEI

ISHARES TR

4.84%

Shares23.8K

Event2026-06-30

Filed2026-07-08

ICSH

ISHARES TR

-18.33%

Shares53.4K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

5.12%

Shares2.5K

Event2026-06-30

Filed2026-07-08

IBDU

ISHARES TR

10.69%

Shares113.9K

Event2026-06-30

Filed2026-07-08

EWJ

ISHARES INC

3.12%

Shares28.1K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-08

ADOBE INC

-49.16%

Shares12.7K

Event2026-06-30

Filed2026-07-08

IBDT

ISHARES TR

5.83%

Shares101.7K

Event2026-06-30

Filed2026-07-08

EDWARDS LIFESCIENCES CORP

0.01%

Shares28.2K

Event2026-06-30

Filed2026-07-08

SHY

ISHARES TR

1.97%

Shares31.0K

Event2026-06-30

Filed2026-07-08

IEMG

ISHARES INC

-0.31%

Shares30.6K

Event2026-06-30

Filed2026-07-08

AFL

AFLAC INC

0.21%

Shares20.9K

Event2026-06-30

Filed2026-07-08

GLW

CORNING INC

-17.01%

Shares9.6K

Event2026-06-30

Filed2026-07-08

AMERIPRISE FINL INC

-0.24%

Shares5.3K

Event2026-06-30

Filed2026-07-08

HSY

HERSHEY CO

-0.03%

Shares13.8K

Event2026-06-30

Filed2026-07-08

VRT

VERTIV HOLDINGS CO

-11.93%

Shares7.2K

Event2026-06-30

Filed2026-07-08

BLOOM ENERGY CORP

-3.86%

Shares7.9K

Event2026-06-30

Filed2026-07-08

THE CIGNA GROUP

0.76%

Shares8.7K

Event2026-06-30

Filed2026-07-08

IWR

ISHARES TR

0.00%

Shares21.6K

Event2026-06-30

Filed2026-07-08

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares68.2K

Event2026-06-30

Filed2026-07-08

HQY

HEALTHEQUITY INC

-9.15%

Shares25.3K

Event2026-06-30

Filed2026-07-08

MET

METLIFE INC

9.10%

Shares26.4K

Event2026-06-30

Filed2026-07-08

IBDS

ISHARES TR

1.93%

Shares91.1K

Event2026-06-30

Filed2026-07-08

IYW

ISHARES TR

-1.52%

Shares8.4K

Event2026-06-30

Filed2026-07-08

SCHW

SCHWAB CHARLES CORP

-2.57%

Shares22.6K

Event2026-06-30

Filed2026-07-08

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares23.8K

Event2026-06-30

Filed2026-07-08

KEYS

KEYSIGHT TECHNOLOGIES INC

2.93%

Shares5.9K

Event2026-06-30

Filed2026-07-08

IBDW

ISHARES TR

10.06%

Shares97.4K

Event2026-06-30

Filed2026-07-08

BKNG

BOOKING HOLDINGS INC

2394.48%

Shares11.3K

Event2026-06-30

Filed2026-07-08

SHM

SPDR SERIES TRUST

0.00%

Shares41.9K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR

1.69%

Shares2.7K

Event2026-06-30

Filed2026-07-08

IBDR

ISHARES TR

-24.38%

Shares80.6K

Event2026-06-30

Filed2026-07-08

HUBB

HUBBELL INC

-0.08%

Shares3.7K

Event2026-06-30

Filed2026-07-08

IWV

ISHARES TR

-1.11%

Shares4.5K

Event2026-06-30

Filed2026-07-08

FISERV INC

-6.30%

Shares38.6K

Event2026-06-30

Filed2026-07-08

SYY

SYSCO CORP

0.09%

Shares22.5K

Event2026-06-30

Filed2026-07-08

VOYA

VOYA FINANCIAL INC

0.00%

Shares20.8K

Event2026-06-30

Filed2026-07-08

FELE

FRANKLIN ELEC INC

0.00%

Shares16.9K

Event2026-06-30

Filed2026-07-08

XYL

XYLEM INC

0.52%

Shares15.2K

Event2026-06-30

Filed2026-07-08

NEM

NEWMONT CORP

-1.46%

Shares19.2K

Event2026-06-30

Filed2026-07-08

EMLC

VANECK ETF TRUST

5.10%

Shares68.0K

Event2026-06-30

Filed2026-07-08

ALC

ALCON AG

-38.38%

Shares25.4K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

-8.48%

Shares3.3K

Event2026-06-30

Filed2026-07-08

FERG

FERGUSON ENTERPRISES INC

3.86%

Shares7.0K

Event2026-06-30

Filed2026-07-08

TOST

TOAST INC

New

Shares57.6K

Event2026-06-30

Filed2026-07-08

IRM

IRON MTN INC DEL

0.51%

Shares12.3K

Event2026-06-30

Filed2026-07-08

IBDV

ISHARES TR

1.47%

Shares69.0K

Event2026-06-30

Filed2026-07-08

DAL

DELTA AIR LINES INC

-0.25%

Shares16.1K

Event2026-06-30

Filed2026-07-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

-33.33%

Shares2

Event2026-06-30

Filed2026-07-08

DUK

DUKE ENERGY CORP NEW

2.94%

Shares11.6K

Event2026-06-30

Filed2026-07-08

ULTA BEAUTY INC

175.81%

Shares3.2K

Event2026-06-30

Filed2026-07-08

CORTEVA INC

12.56%

Shares17.1K

Event2026-06-30

Filed2026-07-08

IBDX

ISHARES TR

3.45%

Shares56.9K

Event2026-06-30

Filed2026-07-08

EMB

ISHARES TR

6.18%

Shares14.7K

Event2026-06-30

Filed2026-07-08

SLB

SLB LIMITED

6.24%

Shares30.2K

Event2026-06-30

Filed2026-07-08

AT&T INC

-6.01%

Shares67.5K

Event2026-06-30

Filed2026-07-08

IXC

ISHARES TR

0.86%

Shares28.0K

Event2026-06-30

Filed2026-07-08

VERIZON COMMUNICATIONS INC

-0.78%

Shares32.2K

Event2026-06-30

Filed2026-07-08

AON

AON PLC

0.20%

Shares4.1K

Event2026-06-30

Filed2026-07-08

LRCX

LAM RESEARCH CORP

1.74%

Shares3.1K

Event2026-06-30

Filed2026-07-08

PLAINS GP HLDGS L P

-0.37%

Shares53.9K

Event2026-06-30

Filed2026-07-08

FLRN

SPDR SERIES TRUST

4.80%

Shares41.5K

Event2026-06-30

Filed2026-07-08

MMC

MARSH & MCLENNAN COS INC

-24.20%

Shares7.6K

Event2026-06-30

Filed2026-07-08

AGILENT TECHNOLOGIES INC

4.08%

Shares9.5K

Event2026-06-30

Filed2026-07-08

DOMINION ENERGY INC

6.50%

Shares18.3K

Event2026-06-30

Filed2026-07-08

LAMR

LAMAR ADVERTISING CO

0.19%

Shares8.0K

Event2026-06-30

Filed2026-07-08

CDNS

CADENCE DESIGN SYSTEM INC

-75.79%

Shares3.3K

Event2026-06-30

Filed2026-07-08

LMT

LOCKHEED MARTIN CORP

0.63%

Shares2.4K

Event2026-06-30

Filed2026-07-08

IWD

ISHARES TR

-5.83%

Shares5.0K

Event2026-06-30

Filed2026-07-08

OMC

OMNICOM GROUP INC

1.26%

Shares16.3K

Event2026-06-30

Filed2026-07-08

GENERAL MTRS CO

1.48%

Shares15.4K

Event2026-06-30

Filed2026-07-08

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

9.11%

Shares30.4K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

-10.39%

Shares2.8K

Event2026-06-30

Filed2026-07-08

KEY

KEYCORP

6.82%

Shares50.9K

Event2026-06-30

Filed2026-07-08

TGT

TARGET CORP

8.57%

Shares8.9K

Event2026-06-30

Filed2026-07-08

USB

US BANCORP

New

Shares19.1K

Event2026-06-30

Filed2026-07-08

ZOETIS INC

-51.60%

Shares16.1K

Event2026-06-30

Filed2026-07-08

FLEX

FLEX LTD

-3.88%

Shares6.9K

Event2026-06-30

Filed2026-07-08

ITOT

ISHARES TR

3.33%

Shares6.8K

Event2026-06-30

Filed2026-07-08

SNA

SNAP ON INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-08

CZR

CAESARS ENTERTAINMENT INC NE

0.00%

Shares36.2K

Event2026-06-30

Filed2026-07-08

TLT

ISHARES TR

3.24%

Shares12.6K

Event2026-06-30

Filed2026-07-08

SPG

SIMON PPTY GROUP INC NEW

5.99%

Shares4.9K

Event2026-06-30

Filed2026-07-08

NRG

NRG ENERGY INC

1.52%

Shares7.4K

Event2026-06-30

Filed2026-07-08

SOUTHERN CO

0.45%

Shares10.8K

Event2026-06-30

Filed2026-07-08

IVW

ISHARES TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-08

GOLDMAN SACHS GROUP INC

1.31%

Shares1.0K

Event2026-06-30

Filed2026-07-08

VXUS

VANGUARD STAR FDS

-1.52%

Shares11.8K

Event2026-06-30

Filed2026-07-08

RSP

INVESCO EXCHANGE TRADED FD T

-0.29%

Shares4.7K

Event2026-06-30

Filed2026-07-08

DEERE & CO

85.00%

Shares1.6K

Event2026-06-30

Filed2026-07-08

HCA

HCA HEALTHCARE INC

0.27%

Shares2.6K

Event2026-06-30

Filed2026-07-08

SHEL

SHELL PLC

3.74%

Shares12.8K

Event2026-06-30

Filed2026-07-08

CMS

CMS ENERGY CORP

0.69%

Shares12.9K

Event2026-06-30

Filed2026-07-08

SEAGATE TECHNOLOGY HLDNGS PL

-1.17%

Shares1.0K

Event2026-06-30

Filed2026-07-08

MDLZ

MONDELEZ INTL INC

-20.04%

Shares16.9K

Event2026-06-30

Filed2026-07-08

VANGUARD INTL EQUITY INDEX F

-0.44%

Shares6.1K

Event2026-06-30

Filed2026-07-08

BWA

BORGWARNER INC

2.31%

Shares14.3K

Event2026-06-30

Filed2026-07-08

KHC

KRAFT HEINZ CO

-7.22%

Shares39.6K

Event2026-06-30

Filed2026-07-08

CMI

CUMMINS INC

-0.46%

Shares1.3K

Event2026-06-30

Filed2026-07-08

IWM

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-08

GILD

GILEAD SCIENCES INC

-0.75%

Shares7.3K

Event2026-06-30

Filed2026-07-08

NOC

NORTHROP GRUMMAN CORP

-0.17%

Shares1.8K

Event2026-06-30

Filed2026-07-08

ILCV

ISHARES TR

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-08

VBR

VANGUARD INDEX FDS

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-08

EEM

ISHARES TR

2.98%

Shares12.4K

Event2026-06-30

Filed2026-07-08

PHILIP MORRIS INTL INC

-56.66%

Shares4.7K

Event2026-06-30

Filed2026-07-08

CVNA

CARVANA CO

578.58%

Shares12.6K

Event2026-06-30

Filed2026-07-08

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

-15.79%

Shares3.1K

Event2026-06-30

Filed2026-07-08

AIG

AMERICAN INTL GROUP INC

0.19%

Shares10.8K

Event2026-06-30

Filed2026-07-08

VMBS

VANGUARD SCOTTSDALE FDS

172.30%

Shares16.8K

Event2026-06-30

Filed2026-07-08

CSX

CSX CORP

0.46%

Shares16.5K

Event2026-06-30

Filed2026-07-08

LHX

L3HARRIS TECHNOLOGIES INC

0.19%

Shares2.7K

Event2026-06-30

Filed2026-07-08

WMB

WILLIAMS COS INC

0.51%

Shares10.4K

Event2026-06-30

Filed2026-07-08

GIS

GENERAL MILLS INC

4.29%

Shares21.9K

Event2026-06-30

Filed2026-07-08

BUNGE GLOBAL SA

9.20%

Shares6.9K

Event2026-06-30

Filed2026-07-08

HRB

BLOCK H & R INC

-2.76%

Shares19.4K

Event2026-06-30

Filed2026-07-08

FNF

FIDELITY NATL FINL INC

-15.13%

Shares15.2K

Event2026-06-30

Filed2026-07-08

TIP

ISHARES TR

-5.50%

Shares6.4K

Event2026-06-30

Filed2026-07-08

SCHF

SCHWAB STRATEGIC TR

-4.79%

Shares25.1K

Event2026-06-30

Filed2026-07-08

GNRC

GENERAC HLDGS INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-08

TRGP

TARGA RES CORP

-2.40%

Shares2.6K

Event2026-06-30

Filed2026-07-08

SCHA

SCHWAB STRATEGIC TR

0.83%

Shares18.9K

Event2026-06-30

Filed2026-07-08

VXF

VANGUARD INDEX FDS

-0.07%

Shares2.8K

Event2026-06-30

Filed2026-07-08

INTERNATIONAL PAPER CO

-0.13%

Shares17.6K

Event2026-06-30

Filed2026-07-08

XBI

SPDR SERIES TRUST

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC

13.86%

Shares5.8K

Event2026-06-30

Filed2026-07-08

LEMB

ISHARES INC

28.01%

Shares15.6K

Event2026-06-30

Filed2026-07-08

EVEREST GROUP LTD

-5.20%

Shares1.8K

Event2026-06-30

Filed2026-07-08

DRI

DARDEN RESTAURANTS INC

-0.97%

Shares3.1K

Event2026-06-30

Filed2026-07-08

SOLS

SOLSTICE ADVANCED MATLS INC

-13.53%

Shares7.0K

Event2026-06-30

Filed2026-07-08

APOLLO GLOBAL MGMT INC

-0.40%

Shares5.2K

Event2026-06-30

Filed2026-07-08

COHR

COHERENT CORP

-9.67%

Shares1.6K

Event2026-06-30

Filed2026-07-08

INTU

INTUIT

42.62%

Shares2.3K

Event2026-06-30

Filed2026-07-08

ALL

ALLSTATE CORP

0.49%

Shares2.5K

Event2026-06-30

Filed2026-07-08

BKR

BAKER HUGHES COMPANY

-1.60%

Shares10.4K

Event2026-06-30

Filed2026-07-08

VGSH

VANGUARD SCOTTSDALE FDS

-16.84%

Shares9.9K

Event2026-06-30

Filed2026-07-08

FIS

FIDELITY NATL INFORMATION SV

-11.92%

Shares14.8K

Event2026-06-30

Filed2026-07-08

IAU

ISHARES GOLD TR

7.06%

Shares7.2K

Event2026-06-30

Filed2026-07-08

VRTX

VERTEX PHARMACEUTICALS INC

24.51%

Shares1.1K

Event2026-06-30

Filed2026-07-08

PAYX

PAYCHEX INC

0.26%

Shares5.4K

Event2026-06-30

Filed2026-07-08

CEG

CONSTELLATION ENERGY CORP

-11.88%

Shares2.1K

Event2026-06-30

Filed2026-07-08

EXE

EXPAND ENERGY CORPORATION

-8.44%

Shares5.8K

Event2026-06-30

Filed2026-07-08

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-08

WEC

WEC ENERGY GROUP INC

-0.49%

Shares4.5K

Event2026-06-30

Filed2026-07-08

FDX

FEDEX CORP

-1.37%

Shares1.7K

Event2026-06-30

Filed2026-07-08

IBTH

ISHARES TR

0.00%

Shares23.0K

Event2026-06-30

Filed2026-07-08

HASI

HA SUSTAINABLE INFRA CAP INC

9.92%

Shares13.1K

Event2026-06-30

Filed2026-07-08

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-08

FREEPORT MCMORAN INC

0.79%

Shares7.8K

Event2026-06-30

Filed2026-07-08

CRANE COMPANY

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-08

JACOBS SOLUTIONS INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-08

SNOWFLAKE INC

16.67%

Shares1.8K

Event2026-06-30

Filed2026-07-08

ICLN

ISHARES TR

0.00%

Shares22.5K

Event2026-06-30

Filed2026-07-08

ENERGY TRANSFER L P

0.00%

Shares23.8K

Event2026-06-30

Filed2026-07-08

VLO

VALERO ENERGY CORP

1.64%

Shares1.7K

Event2026-06-30

Filed2026-07-08

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-08

BDX

BECTON DICKINSON & CO

-23.32%

Shares2.9K

Event2026-06-30

Filed2026-07-08

JBL

JABIL INC

-2.71%

Shares1.1K

Event2026-06-30

Filed2026-07-08

HBAN

HUNTINGTON BANCSHARES INC

-14.25%

Shares24.4K

Event2026-06-30

Filed2026-07-08

ESGD

ISHARES TR

-5.84%

Shares4.2K

Event2026-06-30

Filed2026-07-08

IBTG

ISHARES TR

0.00%

Shares18.6K

Event2026-06-30

Filed2026-07-08

EQH

EQUITABLE HLDGS INC

New

Shares9.7K

Event2026-06-30

Filed2026-07-08

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-08

CNI

CANADIAN NATL RY CO

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-08

AEP

AMERICAN ELEC PWR CO INC

0.76%

Shares3.0K

Event2026-06-30

Filed2026-07-08

CMF

ISHARES TR

-6.10%

Shares6.9K

Event2026-06-30

Filed2026-07-08

COP

CONOCOPHILLIPS

-32.37%

Shares3.8K

Event2026-06-30

Filed2026-07-08

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-08

PSA

PUBLIC STORAGE

0.58%

Shares1.2K

Event2026-06-30

Filed2026-07-08

RAL

RALLIANT CORP

-28.54%

Shares5.3K

Event2026-06-30

Filed2026-07-08

HEFA

ISHARES TR

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-08

ROYAL CARIBBEAN GROUP

0.96%

Shares1.2K

Event2026-06-30

Filed2026-07-08

VPL

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-08

MHK

MOHAWK INDS INC

-2.87%

Shares2.9K

Event2026-06-30

Filed2026-07-08

VHT

VANGUARD WORLD FD

-4.02%

Shares1.2K

Event2026-06-30

Filed2026-07-08

UHS

UNIVERSAL HLTH SVCS INC

6.99%

Shares2.4K

Event2026-06-30

Filed2026-07-08

NUE

NUCOR CORP

7.35%

Shares1.6K

Event2026-06-30

Filed2026-07-08

MICROCHIP TECHNOLOGY INC.

0.60%

Shares3.9K

Event2026-06-30

Filed2026-07-08

YUM

YUM BRANDS INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-08

ACWI

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-08

SMH

VANECK ETF TRUST

0.00%

Shares529

Event2026-06-30

Filed2026-07-08

HEWJ

ISHARES TR

-4.61%

Shares5.3K

Event2026-06-30

Filed2026-07-08

PFG

PRINCIPAL FINANCIAL GROUP IN

-2.37%

Shares3.1K

Event2026-06-30

Filed2026-07-08

ARES MANAGEMENT CORPORATION

-1.08%

Shares3.0K

Event2026-06-30

Filed2026-07-08

OTTR

OTTER TAIL CORP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-08

OEF

ISHARES TR

0.00%

Shares871

Event2026-06-30

Filed2026-07-08

GENERAL DYNAMICS CORP

-0.11%

Shares877

Event2026-06-30

Filed2026-07-08

PRGS

PROGRESS SOFTWARE CORP

8.06%

Shares9.2K

Event2026-06-30

Filed2026-07-08

DVY

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-08

GFS

GLOBALFOUNDRIES INC

-20.70%

Shares3.6K

Event2026-06-30

Filed2026-07-08

SPIRE INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-08

DVN

DEVON ENERGY CORP NEW

New

Shares7.1K

Event2026-06-30

Filed2026-07-08

MPWR

MONOLITHIC PWR SYS INC

0.96%

Shares211

Event2026-06-30

Filed2026-07-08

WMG

WARNER MUSIC GROUP CORP

New

Shares10.6K

Event2026-06-30

Filed2026-07-08

UGI

UGI CORP NEW

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-08

GEN

GEN DIGITAL INC

New

Shares11.3K

Event2026-06-30

Filed2026-07-08

BMY

BRISTOL-MYERS SQUIBB CO

-10.45%

Shares4.8K

Event2026-06-30

Filed2026-07-08

REGN

REGENERON PHARMACEUTICALS

0.46%

Shares439

Event2026-06-30

Filed2026-07-08

BANK OF NY MELLON CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-08

XEL

XCEL ENERGY INC

0.62%

Shares3.4K

Event2026-06-30

Filed2026-07-08

TECK

TECK RESOURCES LTD

-6.64%

Shares4.6K

Event2026-06-30

Filed2026-07-08

MAS

MASCO CORP

-1.15%

Shares3.3K

Event2026-06-30

Filed2026-07-08

IWS

ISHARES TR

-0.90%

Shares1.6K

Event2026-06-30

Filed2026-07-08

SCHZ

SCHWAB STRATEGIC TR

-22.84%

Shares11.6K

Event2026-06-30

Filed2026-07-08

SPDR SERIES TRUST

13.25%

Shares3.0K

Event2026-06-30

Filed2026-07-08

ALTRIA GROUP INC

-63.36%

Shares3.7K

Event2026-06-30

Filed2026-07-08

VICI

VICI PPTYS INC

10.91%

Shares9.7K

Event2026-06-30

Filed2026-07-08

DASH

DOORDASH INC

1.24%

Shares1.4K

Event2026-06-30

Filed2026-07-08

LUMENTUM HLDGS INC

-45.32%

Shares298

Event2026-06-30

Filed2026-07-08

MBB

ISHARES TR

1.72%

Shares2.7K

Event2026-06-30

Filed2026-07-08

ESGV

VANGUARD WORLD FD

New

Shares1.9K

Event2026-06-30

Filed2026-07-08

HYD

VANECK ETF TRUST

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-08

SCHM

SCHWAB STRATEGIC TR

0.03%

Shares6.6K

Event2026-06-30

Filed2026-07-08

NYF

ISHARES TR

9.76%

Shares4.5K

Event2026-06-30

Filed2026-07-08

ROP

ROPER TECHNOLOGIES INC

-10.19%

Shares705

Event2026-06-30

Filed2026-07-08

MTCH

MATCH GROUP INC NEW

-9.89%

Shares6.2K

Event2026-06-30

Filed2026-07-08

SPTS

SPDR SERIES TRUST

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-08

TRAVELERS COMPANIES INC

1.72%

Shares709

Event2026-06-30

Filed2026-07-08

IWP

ISHARES TR

-2.04%

Shares1.6K

Event2026-06-30

Filed2026-07-08

IBDY

ISHARES TR

New

Shares9.0K

Event2026-06-30

Filed2026-07-08

IUSB

ISHARES TR

New

Shares5.0K

Event2026-06-30

Filed2026-07-08

WAT

WATERS CORP

-24.00%

Shares608

Event2026-06-30

Filed2026-07-08

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares953

Event2026-06-30

Filed2026-07-08

NSC

NORFOLK SOUTHN CORP

0.57%

Shares711

Event2026-06-30

Filed2026-07-08

XTEN

BONDBLOXX ETF TRUST

-12.90%

Shares4.8K

Event2026-06-30

Filed2026-07-08

COLGATE PALMOLIVE CO

-71.72%

Shares2.4K

Event2026-06-30

Filed2026-07-08

RWR

SPDR SERIES TRUST

New

Shares1.9K

Event2026-06-30

Filed2026-07-08

FAST

FASTENAL CO

1.07%

Shares4.4K

Event2026-06-30

Filed2026-07-08

KMB

KIMBERLY-CLARK CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-08

BAC

BANK OF AMER CORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-08

DHI

D R HORTON INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-08

CVS

CVS HEALTH CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-08

AES CORP

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-08

BRBR

BELLRING BRANDS INC

-7.31%

Shares11.9K

Event2026-06-30

Filed2026-07-08

JBLU

JETBLUE AIRWAYS CORP

0.00%

Shares21.1K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available