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

Currently, CHILTON CAPITAL MANAGEMENT LLC holds 657 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in N/A (+193.1K shares, valued at $38.1M), SLB (+667.9K shares, valued at $34.3M), GS (+38.8K shares, valued at $32.9M); decreased their positions in ARES (-308.6K shares, valued at $33.7M), PWR (-58.4K shares, valued at $32.1M), EMR (-237.4K shares, valued at $31.1M); initiated new positions in N/A (+193.1K shares, valued at $38.1M), EGP (+46.1K shares, valued at $8.6M), CUZ (+342.6K shares, valued at $7.7M).

1M P&L

+60.6M+2.19%

3M P&L

+116.3M+4.29%

HY P&L

+275.9M+10.81%

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

1Semiconductors212.6M

8.2%

2N/A203.2M

7.8%

3Software - Infrastructure182.5M

7.0%

Top Industries by Stock Count

1N/A131 stocks

21.3%

2Software - Application19 stocks

3.1%

3Oil & Gas E&P19 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.1M shares4.45%2026-03-312026-05-11

MSFT MICROSOFT CORP369.5K shares2.15%2026-03-312026-05-11

AAPL APPLE INC482.9K shares4.90%2026-03-312026-05-11

AMZN AMAZON COM INC577.4K shares4.34%2026-03-312026-05-11

ALPHABET INC ALPHABET INC417.9K shares0.10%2026-03-312026-05-11

META META PLATFORMS INC163.0K shares2.15%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO283.3K shares58.75%2026-03-312026-05-11

BROADCOM INC BROADCOM INC265.1K shares2.62%2026-03-312026-05-11

Sponsored

LLY ELI LILLY & CO76.2K shares13.56%2026-03-312026-05-11

TJX TJX COS INC NEW400.1K shares41.20%2026-03-312026-05-11

VTR VENTAS INC775.4K shares-2.36%2026-03-312026-05-11

GEV GE VERNOVA INC70.1K shares-16.11%2026-03-312026-05-11

PWR QUANTA SVCS INC106.2K shares-35.49%2026-03-312026-05-11

AEE AMEREN CORP517.0K shares1.18%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC115.4K shares3.82%2026-03-312026-05-11

GILD GILEAD SCIENCES INC401.8K shares-17.08%2026-03-312026-05-11

Sponsored

COP CONOCOPHILLIPS373.8K shares-2.85%2026-03-312026-05-11

TDG TRANSDIGM GROUP INC42.3K shares53.87%2026-03-312026-05-11

WMT WALMART INC384.4K shares-30.00%2026-03-312026-05-11

MS MORGAN STANLEY283.1K shares0.82%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION42.0K shares-1.86%2026-03-312026-05-11

WM WASTE MGMT INC DEL169.4K shares-1.39%2026-03-312026-05-11

ASTRAZENECA PLC ASTRAZENECA PLC193.1K sharesnew addition2026-03-312026-05-11

LINDE PLC LINDE PLC76.3K shares-1.63%2026-03-312026-05-11

Sponsored

EQIX EQUINIX INC38.2K shares0.48%2026-03-312026-05-11

V VISA INC120.0K shares-33.90%2026-03-312026-05-11

SLB SLB LIMITED689.0K shares3167.75%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC39.1K shares17421.08%2026-03-312026-05-11

TSLA TESLA INC88.4K shares-1.51%2026-03-312026-05-11

DOV DOVER CORP152.7K shares-2.86%2026-03-312026-05-11

LOW LOWES COS INC132.6K shares-1.17%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC153.1K shares316.36%2026-03-312026-05-11

Sponsored

PLD PROLOGIS INC.231.9K shares0.81%2026-03-312026-05-11

JBL JABIL INC113.7K shares344315.15%2026-03-312026-05-11

ALPHABET INC ALPHABET INC102.2K shares-1.25%2026-03-312026-05-11

ASML ASML HLDG NV21.0K shares42857.14%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO88.2K shares2.32%2026-03-312026-05-11

SYK STRYKER CORPORATION81.1K shares-1.43%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS354.8K shares15.28%2026-03-312026-05-11

XOM EXXON MOBIL CORP120.4K shares-2.98%2026-03-312026-05-11

Sponsored

SPY STATE STR SPDR S&P 500 ETF T30.7K shares-13.74%2026-03-312026-05-11

VNQI VANGUARD INTL EQUITY INDEX F432.9K shares12.94%2026-03-312026-05-11

DLR DIGITAL RLTY TR INC101.5K shares2.48%2026-03-312026-05-11

AVDE AMERICAN CENTY ETF TR215.1K shares8.47%2026-03-312026-05-11

IEMG ISHARES INC255.0K shares4.23%2026-03-312026-05-11

AMT AMERICAN TOWER CORP96.3K shares14.23%2026-03-312026-05-11

WELL WELLTOWER INC76.0K shares-0.52%2026-03-312026-05-11

HR HEALTHCARE RLTY TR796.7K shares0.85%2026-03-312026-05-11

Sponsored

IVT INVENTRUST PPTYS CORP424.4K shares-0.30%2026-03-312026-05-11

BXP BXP INC247.6K shares118.34%2026-03-312026-05-11

FNDE SCHWAB STRATEGIC TR332.9K shares6.16%2026-03-312026-05-11

BRX BRIXMOR PPTY GROUP INC442.1K shares2.68%2026-03-312026-05-11

SUI SUN CMNTYS INC100.3K shares0.73%2026-03-312026-05-11

BAC BANK AMERICA CORP253.6K shares-0.27%2026-03-312026-05-11

AVB AVALONBAY CMNTYS INC68.1K shares0.92%2026-03-312026-05-11

VB VANGUARD INDEX FDS41.8K shares14.19%2026-03-312026-05-11

Sponsored

AHR AMERICAN HEALTHCARE REIT INC230.7K shares1.08%2026-03-312026-05-11

WSR WHITESTONE REIT674.2K shares8.77%2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR419.5K shares35.67%2026-03-312026-05-11

PSA PUBLIC STORAGE OPER CO37.5K shares5.88%2026-03-312026-05-11

CPT CAMDEN PPTY TR102.3K shares-1.49%2026-03-312026-05-11

AMH AMERICAN HOMES 4 RENT354.1K shares6.03%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS108.6K shares-49.80%2026-03-312026-05-11

CAT CATERPILLAR INC13.3K shares-2.53%2026-03-312026-05-11

Sponsored

JHMM JOHN HANCOCK EXCHANGE TRADED130.7K shares7.24%2026-03-312026-05-11

EGP EASTGROUP PPTYS INC46.1K sharesnew addition2026-03-312026-05-11

CSR CENTERSPACE147.9K shares54.67%2026-03-312026-05-11

CUZ COUSINS PPTYS INC342.6K sharesnew addition2026-03-312026-05-11

GTY GETTY RLTY CORP NEW235.5K shares3777.72%2026-03-312026-05-11

EPD ENTERPRISE PRODS PARTNERS L199.1K shares-4.45%2026-03-312026-05-11

SMA SMARTSTOP SELF STORAG REIT I224.2K shares5.72%2026-03-312026-05-11

NNN NNN REIT INC159.5K shares-0.91%2026-03-312026-05-11

Sponsored

HIW HIGHWOODS PPTYS INC307.0K shares19.15%2026-03-312026-05-11

FVR FRONTVIEW REIT INC415.0K shares5.40%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F113.8K shares18.33%2026-03-312026-05-11

DOC HEALTHPEAK PROPERTIES INC368.4K sharesnew addition2026-03-312026-05-11

SCHA SCHWAB STRATEGIC TR200.7K shares-2.52%2026-03-312026-05-11

COLD AMERICOLD REALTY TRUST INC470.2K shares3.36%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON21.5K shares-3.07%2026-03-312026-05-11

BSM BLACK STONE MINERALS L P337.5K shares0.00%2026-03-312026-05-11

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2026-03-312026-05-11

IVV ISHARES TR7.3K shares6.98%2026-03-312026-05-11

DE DEERE & CO8.2K shares-4.98%2026-03-312026-05-11

KO COCA COLA CO56.7K shares-7.20%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC29.2K shares0.29%2026-03-312026-05-11

HON HONEYWELL INTL INC14.7K shares-2.84%2026-03-312026-05-11

EMR EMERSON ELEC CO24.2K shares-90.76%2026-03-312026-05-11

VXF VANGUARD INDEX FDS15.2K shares-5.25%2026-03-312026-05-11

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.3K shares-6.76%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS12.3K shares2.70%2026-03-312026-05-11

ABBV ABBVIE INC13.4K shares-0.37%2026-03-312026-05-11

OKE ONEOK INC NEW27.2K shares-7.87%2026-03-312026-05-11

PG PROCTER & GAMBLE CO16.8K shares-28.87%2026-03-312026-05-11

MA MASTERCARD INCORPORATED4.7K shares1.11%2026-03-312026-05-11

SYY SYSCO CORP33.0K shares-0.03%2026-03-312026-05-11

SBR SABINE RTY TR31.1K shares-2.86%2026-03-312026-05-11

Sponsored

XLK SELECT SECTOR SPDR TR16.8K shares-0.96%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP3.6K shares0.00%2026-03-312026-05-11

HD HOME DEPOT INC6.3K shares-1.54%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS3.4K shares-1.64%2026-03-312026-05-11

EFA ISHARES TR20.2K shares1.29%2026-03-312026-05-11

CVX CHEVRON CORPORATION9.5K shares-6.18%2026-03-312026-05-11

SRE SEMPRA19.8K shares-6.71%2026-03-312026-05-11

RGLD ROYAL GOLD INC7.1K shares0.00%2026-03-312026-05-11

Sponsored

VZ VERIZON COMMUNICATIONS INC34.2K shares0.43%2026-03-312026-05-11

WES WESTERN MIDSTREAM PARTNERS L40.5K shares-5.90%2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC13.3K shares0.25%2026-03-312026-05-11

AMGN AMGEN INC4.3K shares-32.00%2026-03-312026-05-11

ADBE ADOBE INC6.1K shares0.71%2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS18.6K shares4.20%2026-03-312026-05-11

SHEL SHELL PLC15.2K shares-13.34%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR2.4K shares-12.98%2026-03-312026-05-11

Sponsored

EOG EOG RES INC8.9K shares-1.22%2026-03-312026-05-11

CSCO CISCO SYS INC16.3K shares6.40%2026-03-312026-05-11

SPG SIMON PPTY GROUP INC NEW6.8K shares52.47%2026-03-312026-05-11

IWF ISHARES TR2.9K shares0.00%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC7.5K shares0.43%2026-03-312026-05-11

VUG VANGUARD INDEX FDS2.7K shares-28.50%2026-03-312026-05-11

AB ALLIANCEBERNSTEIN HLDG L P31.5K shares0.00%2026-03-312026-05-11

SFNC SIMMONS FIRST NATL CORP59.7K shares0.00%2026-03-312026-05-11

Sponsored

GE AEROSPACE GE AEROSPACE3.9K shares-8.87%2026-03-312026-05-11

NVS NOVARTIS AG7.3K shares-7.57%2026-03-312026-05-11

ABT ABBOTT LABORATORIES10.8K shares0.46%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP5.0K shares0.56%2026-03-312026-05-11

VTI VANGUARD INDEX FDS3.3K shares-4.44%2026-03-312026-05-11

HSY HERSHEY CO5.0K shares0.00%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC11.7K shares6.18%2026-03-312026-05-11

HEGD LISTED FDS TR40.7K shares4.53%2026-03-312026-05-11

Sponsored

MPC MARATHON PETE CORP4.0K shares-1.72%2026-03-312026-05-11

AMAT APPLIED MATLS INC2.7K shares-0.15%2026-03-312026-05-11

ARES ARES MANAGEMENT CORPORATION8.6K shares-97.30%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS I3.2K shares0.00%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP7.6K shares0.00%2026-03-312026-05-11

MAIN MAIN STR CAP CORP16.7K shares0.00%2026-03-312026-05-11

SCHB SCHWAB STRATEGIC TR35.0K shares-13.64%2026-03-312026-05-11

JHML JOHN HANCOCK EXCHANGE TRADED10.9K shares-0.46%2026-03-312026-05-11

Sponsored

RTX RTX CORPORATION4.3K shares1.65%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.4K shares-41.46%2026-03-312026-05-11

WPM WHEATON PRECIOUS METALS CORP6.3K shares0.00%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC7.2K shares0.00%2026-03-312026-05-11

ADI ANALOG DEVICES INC2.5K shares-5.01%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO9.5K shares0.00%2026-03-312026-05-11

SILA SILA REALTY TRUST INC34.1K shares-89.44%2026-03-312026-05-11

FANG DIAMONDBACK ENERGY INC4.1K shares-12.50%2026-03-312026-05-11

Sponsored

T AT&T INC26.9K shares2.01%2026-03-312026-05-11

NVO NOVO-NORDISK A S20.6K shares-2.21%2026-03-312026-05-11

KDP KEURIG DR PEPPER INC28.4K shares-19.29%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC2.8K shares-29.67%2026-03-312026-05-11

KMB KIMBERLY-CLARK CORP7.5K shares11.40%2026-03-312026-05-11

RDVI FIRST TR EXCHANGE-TRADED FD28.4K shares-1.57%2026-03-312026-05-11

TRGP TARGA RES CORP2.8K shares0.00%2026-03-312026-05-11

QCOM QUALCOMM INC5.3K shares-9.29%2026-03-312026-05-11

Sponsored

CMCSA COMCAST CORP NEW23.3K shares11.00%2026-03-312026-05-11

WFC-PL WELLS FARGO & CO571 shares-0.87%2026-03-312026-05-11

KNG FIRST TR EXCHANGE-TRADED FD13.5K shares0.00%2026-03-312026-05-11

FNDX SCHWAB STRATEGIC TR23.2K shares-0.43%2026-03-312026-05-11

MMM 3M CO4.4K shares1.49%2026-03-312026-05-11

GLD SPDR GOLD TR1.5K shares-21.42%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF16.2K shares0.00%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN3.0K shares-17.52%2026-03-312026-05-11

Sponsored

XLF SELECT SECTOR SPDR TR12.1K shares-1.37%2026-03-312026-05-11

CRM SALESFORCE INC3.1K shares-97.03%2026-03-312026-05-11

ORCL ORACLE CORP3.9K shares-88.90%2026-03-312026-05-11

CEF SPROTT ASSET MANAGEMENT LP12.0K shares0.00%2026-03-312026-05-11

CTRA COTERRA ENERGY INC15.5K shares-3.90%2026-03-312026-05-11

BKR BAKER HUGHES COMPANY8.5K shares-1.78%2026-03-312026-05-11

HAL HALLIBURTON CO13.1K shares-1.58%2026-03-312026-05-11

LB LANDBRIDGE COMPANY LLC7.3K shares0.00%2026-03-312026-05-11

Sponsored

MLPA GLOBAL X FDS9.4K shares-7.03%2026-03-312026-05-11

PEP PEPSICO INC3.1K shares-11.94%2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR4.5K shares-1.33%2026-03-312026-05-11

PR PERMIAN RESOURCES CORP22.2K shares-6.20%2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR3.2K shares-1.29%2026-03-312026-05-11

PFE PFIZER INC16.7K shares1.68%2026-03-312026-05-11

XLI SELECT SECTOR SPDR TR2.7K shares-1.28%2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR3.8K shares-1.56%2026-03-312026-05-11

Sponsored

TRMB TRIMBLE INC6.3K shares-44.68%2026-03-312026-05-11

APA CORPORATION APA CORPORATION9.6K shares-2.05%2026-03-312026-05-11

AEM AGNICO EAGLE MINES LTD2.0K shares-37.73%2026-03-312026-05-11

PBA PEMBINA PIPELINE CORP8.9K shares0.00%2026-03-312026-05-11

SCHO SCHWAB STRATEGIC TR16.1K shares7.03%2026-03-312026-05-11

FNV FRANCO NEV CORP1.6K shares0.00%2026-03-312026-05-11

IJH ISHARES TR5.7K shares38.79%2026-03-312026-05-11

DVN DEVON ENERGY CORP NEW7.7K shares-0.44%2026-03-312026-05-11

Sponsored

EXP EAGLE MATLS INC2.0K shares0.00%2026-03-312026-05-11

CB CHUBB LTD SWITZ1.2K shares-0.26%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC2.5K shares20.08%2026-03-312026-05-11

CTVA CORTEVA INC4.2K shares-34.81%2026-03-312026-05-11

MCD MCDONALDS CORP1.1K shares3.36%2026-03-312026-05-11

GLW CORNING INC2.5K shares-0.71%2026-03-312026-05-11

ATO ATMOS ENERGY CORP1.8K shares0.00%2026-03-312026-05-11

DVY ISHARES TR2.2K shares-43.72%2026-03-312026-05-11

Sponsored

EQT CORP EQT CORP5.2K shares-3.26%2026-03-312026-05-11

MTDR MATADOR RES CO5.2K shares-2.80%2026-03-312026-05-11

RVTY REVVITY INC3.8K shares0.00%2026-03-312026-05-11

IWV ISHARES TR875 shares-15.87%2026-03-312026-05-11

CRC CALIFORNIA RES CORP4.5K shares-2.84%2026-03-312026-05-11

PAAS PAN AMERN SILVER CORP5.5K shares0.00%2026-03-312026-05-11

FLOT ISHARES TR5.8K shares0.00%2026-03-312026-05-11

ETR ENTERGY CORP NEW2.6K shares-0.31%2026-03-312026-05-11

Sponsored

SCHW SCHWAB CHARLES CORP3.1K shares2.17%2026-03-312026-05-11

MDLZ MONDELEZ INTL INC5.0K shares0.00%2026-03-312026-05-11

INVH INVITATION HOMES INC11.4K shares-96.19%2026-03-312026-05-11

CHRD CHORD ENERGY CORPORATION2.0K shares-3.30%2026-03-312026-05-11

SBRA SABRA HEALTH CARE REIT INC14.6K shares14.00%2026-03-312026-05-11

APH AMPHENOL CORP2.2K shares19.70%2026-03-312026-05-11

EXR EXTRA SPACE STORAGE INC2.1K shares9.40%2026-03-312026-05-11

SBAC SBA COMMUNICATIONS CORP1.6K shares-97.20%2026-03-312026-05-11

Sponsored

BKH BLACK HILLS CORP3.8K shares0.00%2026-03-312026-05-11

COEUR MNG INC COEUR MNG INC14.1K shares0.00%2026-03-312026-05-11

NEE NEXTERA ENERGY INC2.9K shares-1.11%2026-03-312026-05-11

PSX PHILLIPS 661.4K shares-0.21%2026-03-312026-05-11

STIP ISHARES TR2.5K shares0.00%2026-03-312026-05-11

AGG ISHARES TR2.6K shares0.00%2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR3.1K shares-1.34%2026-03-312026-05-11

WBI WATERBRIDGE INFRASTRUCTURE L9.4K shares0.00%2026-03-312026-05-11

Sponsored

KRG KITE REALTY GROUP TRUST10.2K shares17.31%2026-03-312026-05-11

FSMB FIRST TR EXCH TRADED FD III12.5K shares0.00%2026-03-312026-05-11

MO ALTRIA GROUP INC3.8K shares-0.77%2026-03-312026-05-11

WY WEYERHAEUSER CO10.0K shares0.00%2026-03-312026-05-11

WRB BERKLEY W R CORP3.7K shares0.00%2026-03-312026-05-11

BALL BALL CORP4.0K shares0.00%2026-03-312026-05-11

INTU INTUIT541 shares10.86%2026-03-312026-05-11

AR ANTERO RESOURCES CORP5.4K shares-5.30%2026-03-312026-05-11

Sponsored

VRP INVESCO EXCH TRADED FD TR II9.4K shares0.00%2026-03-312026-05-11

CGGR CAPITAL GROUP GROWTH ETF5.6K shares59.91%2026-03-312026-05-11

PTEN PATTERSON-UTI ENERGY INC20.4K shares-2.58%2026-03-312026-05-11

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC2.8K shares-4.78%2026-03-312026-05-11

TDVI FIRST TR EXCHANGE-TRADED FD7.9K shares0.00%2026-03-312026-05-11

SII SPROTT INC1.4K shares0.00%2026-03-312026-05-11

NOV NOV INC11.0K shares-2.65%2026-03-312026-05-11

WHD CACTUS INC4.3K shares-2.47%2026-03-312026-05-11

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TXN TEXAS INSTRS INC1.0K shares3.33%2026-03-312026-05-11

SU SUNCOR ENERGY INC NEW3.0K shares0.00%2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR6.4K shares0.00%2026-03-312026-05-11

WFC WELLS FARGO & CO2.4K shares8.96%2026-03-312026-05-11

BEP BROOKFIELD RENEWABLE ENERGY5.9K shares0.00%2026-03-312026-05-11

RPM RPM INTL INC1.9K shares0.00%2026-03-312026-05-11

AMJB JPMORGAN CHASE FINL CO LLC5.2K sharesnew addition2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR2.8K shares-1.51%2026-03-312026-05-11

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AA ALCOA CORP2.6K shares0.00%2026-03-312026-05-11

RACE FERRARI N V497 shares0.00%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC1.0K shares11.18%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC173 shares-0.57%2026-03-312026-05-11

GM GENERAL MTRS CO2.2K shares-26.47%2026-03-312026-05-11

PFFD GLOBAL X FDS9.0K shares6.86%2026-03-312026-05-11

XEL XCEL ENERGY INC2.0K shares0.00%2026-03-312026-05-11

CNP CENTERPOINT ENERGY INC3.6K shares0.00%2026-03-312026-05-11

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DIS DISNEY WALT CO1.6K shares-99.11%2026-03-312026-05-11

RRC RANGE RES CORP3.3K shares0.00%2026-03-312026-05-11

WCN WASTE CONNECTIONS INC883 shares0.00%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS1.9K shares-70.74%2026-03-312026-05-11

HRL HORMEL FOODS CORP6.1K shares0.00%2026-03-312026-05-11

VFH VANGUARD WORLD FD1.2K shares0.35%2026-03-312026-05-11

VLO VALERO ENERGY CORP554 shares9.92%2026-03-312026-05-11

AAT AMERICAN ASSETS TR INC7.1K shares12.70%2026-03-312026-05-11

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ORLY OREILLY AUTOMOTIVE INC1.4K shares8.43%2026-03-312026-05-11

DAL DELTA AIR LINES INC1.9K shares7.35%2026-03-312026-05-11

KVUE KENVUE INC7.5K shares0.00%2026-03-312026-05-11

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL325 shares9.80%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T663 shares387.50%2026-03-312026-05-11

ONB OLD NATL BANCORP IND5.7K shares0.00%2026-03-312026-05-11

IWR ISHARES TR1.3K shares0.00%2026-03-312026-05-11

PUMP PROPETRO HLDG CORP8.6K shares0.00%2026-03-312026-05-11

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RIO RIO TINTO PLC1.3K shares0.00%2026-03-312026-05-11

BOKF BOK FINL CORP940 shares0.53%2026-03-312026-05-11

MKC MCCORMICK & CO INC2.4K shares0.00%2026-03-312026-05-11

IJR ISHARES TR942 shares175.44%2026-03-312026-05-11

IJT ISHARES TR800 shares0.00%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR2.5K shares-1.43%2026-03-312026-05-11

UNILEVER PLC UNILEVER PLC2.0K shares0.00%2026-03-312026-05-11

KMI KINDER MORGAN INC DEL3.3K shares-38.47%2026-03-312026-05-11

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BLACKSTONE INC BLACKSTONE INC952 shares17.53%2026-03-312026-05-11

ENB ENBRIDGE INC2.0K shares0.00%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC310 shares-11.68%2026-03-312026-05-11

IMCV ISHARES TR1.2K shares-68.43%2026-03-312026-05-11

ACIO ETF SER SOLUTIONS2.4K shares0.00%2026-03-312026-05-11

FFIN FIRST FINL BANKSHARES INC3.4K shares0.00%2026-03-312026-05-11

ARCC ARES CAPITAL CORP5.5K shares0.00%2026-03-312026-05-11

SA SEABRIDGE GOLD INC3.4K shares0.00%2026-03-312026-05-11

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ED CONSOLIDATED EDISON INC839 shares0.00%2026-03-312026-05-11

CGUS CAPITAL GROUP CORE EQUITY ET2.5K shares-8.64%2026-03-312026-05-11

VIPER ENERGY INC VIPER ENERGY INC2.0K shares0.00%2026-03-312026-05-11

ARE ALEXANDRIA REAL ESTATE EQ IN2.0K shares-46.91%2026-03-312026-05-11

NFLX NETFLIX INC.940 shares-15.32%2026-03-312026-05-11

NEWP NEW PAC METALS CORP21.8K shares0.00%2026-03-312026-05-11

GIB CGI INC1.2K shares-1.44%2026-03-312026-05-11

CTO CTO RLTY GROWTH INC NEW4.7K shares0.00%2026-03-312026-05-11

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XLB SELECT SECTOR SPDR TR1.7K shares-1.54%2026-03-312026-05-11

KYN KAYNE ANDERSON ENERGY INFRST6.0K shares-14.29%2026-03-312026-05-11

XLRE SELECT SECTOR SPDR TR2.0K shares-1.53%2026-03-312026-05-11

HTGC HERCULES CAPITAL INC5.5K shares0.00%2026-03-312026-05-11

HACK AMPLIFY ETF TR1.1K shares0.00%2026-03-312026-05-11

EXE EXPAND ENERGY CORPORATION731 shares-7.59%2026-03-312026-05-11

BR BROADRIDGE FINL SOLUTIONS IN482 shares0.00%2026-03-312026-05-11

PHO INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2026-03-312026-05-11

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NRP NATURAL RESOURCE PARTNERS LP628 shares0.00%2026-03-312026-05-11

EEMV ISHARES INC1.2K shares0.00%2026-03-312026-05-11

URI UNITED RENTALS INC103 shares3.00%2026-03-312026-05-11

REXR REXFORD INDL RLTY INC2.2K shares-99.28%2026-03-312026-05-11

DRSK ETF SER SOLUTIONS2.6K shares0.00%2026-03-312026-05-11

HP HELMERICH & PAYNE INC2.0K shares0.00%2026-03-312026-05-11

OII OCEANEERING INTL INC2.0K shares0.00%2026-03-312026-05-11

ZTS ZOETIS INC595 shares-11.19%2026-03-312026-05-11

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SCM STELLUS CAP INVT CORP7.6K shares0.00%2026-03-312026-05-11

TFC TRUIST FINL CORP1.5K shares-0.86%2026-03-312026-05-11

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD5.5K shares0.00%2026-03-312026-05-11

STWD STARWOOD PPTY TR INC3.9K shares-27.31%2026-03-312026-05-11

IVW ISHARES TR576 shares0.00%2026-03-312026-05-11

GNRC GENERAC HLDGS INC330 shares0.00%2026-03-312026-05-11

AG FIRST MAJESTIC SILVER CORP2.9K shares0.00%2026-03-312026-05-11

PHYS SPROTT ASSET MANAGEMENT LP1.7K shares750.50%2026-03-312026-05-11

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BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP1.5K shares0.00%2026-03-312026-05-11

VTHR VANGUARD SCOTTSDALE FDS203 shares0.00%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC124 shares-6.77%2026-03-312026-05-11

VV VANGUARD INDEX FDS189 shares0.00%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC165 shares870.59%2026-03-312026-05-11

VLUE ISHARES TR386 sharesnew addition2026-03-312026-05-11

MUB ISHARES TR515 shares442.11%2026-03-312026-05-11

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC549 shares44.47%2026-03-312026-05-11

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MSIF MSC INCOME FUND INC4.4K shares50.08%2026-03-312026-05-11

PGR PROGRESSIVE CORP270 shares-55.22%2026-03-312026-05-11

BNDX VANGUARD CHARLOTTE FDS1.1K shares0.00%2026-03-312026-05-11

IQLT ISHARES TR1.1K sharesnew addition2026-03-312026-05-11

SHY ISHARES TR640 shares0.00%2026-03-312026-05-11

IWB ISHARES TR145 shares0.00%2026-03-312026-05-11

CWI SPDR INDEX SHS FDS1.4K shares0.00%2026-03-312026-05-11

PAGP PLAINS GP HLDGS L P2.1K sharesnew addition2026-03-312026-05-11

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ETY EATON VANCE TAX-MANAGED DIVE3.7K shares0.00%2026-03-312026-05-11

BHP BHP BILLITON LIMITED690 shares0.00%2026-03-312026-05-11

GSY INVESCO ACTIVELY MANAGED EXC1.0K shares0.00%2026-03-312026-05-11

LNG CHENIERE ENERGY INC176 shares282.61%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2026-03-312026-05-11

FTNT FORTINET INC600 shares0.00%2026-03-312026-05-11

VCIT VANGUARD SCOTTSDALE FDS587 shares-14.56%2026-03-312026-05-11

BP BP PLC1.0K shares0.00%2026-03-312026-05-11

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DFAS DIMENSIONAL ETF TRUST675 shares0.00%2026-03-312026-05-11

BA BOEING CO238 shares-46.88%2026-03-312026-05-11

AJG GALLAGHER ARTHUR J & CO217 shares0.00%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW355 shares-36.61%2026-03-312026-05-11

SUNOCOCORP LLC SUNOCOCORP LLC751 sharesnew addition2026-03-312026-05-11

JCI JOHNSON CONTROLS INTERNATION350 shares34.62%2026-03-312026-05-11

KRP KIMBELL RTY PARTNERS LP3.1K shares0.00%2026-03-312026-05-11

NXPI NXP SEMICONDUCTORS N V225 shares-1.32%2026-03-312026-05-11

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AMCOR PLC AMCOR PLC1.1K sharesnew addition2026-03-312026-05-11

EE EXCELERATE ENERGY INC1.3K shares0.00%2026-03-312026-05-11

IAG IAMGOLD CORP2.3K shares0.00%2026-03-312026-05-11

CME CME GROUP INC146 shares-2.01%2026-03-312026-05-11

ICE INTERCONTINENTAL EXCHANGE IN272 shares47.83%2026-03-312026-05-11

SCCO SOUTHERN COPPER CORP248 shares0.81%2026-03-312026-05-11

LDOS LEIDOS HOLDINGS INC260 shares0.00%2026-03-312026-05-11

AROC ARCHROCK INC1.1K sharesnew addition2026-03-312026-05-11

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ET ENERGY TRANSFER L P2.0K shares0.00%2026-03-312026-05-11

FENI FIDELITY COVINGTON TRUST1.0K sharesnew addition2026-03-312026-05-11

PPL PPL CORP1.0K shares-2.63%2026-03-312026-05-11

NKE NIKE INC715 shares15.14%2026-03-312026-05-11

CROWN CASTLE INC CROWN CASTLE INC461 shares-92.88%2026-03-312026-05-11

OTTR OTTER TAIL CORP426 shares0.00%2026-03-312026-05-11

KGC KINROSS GOLD CORP1.2K shares0.00%2026-03-312026-05-11

SPGI S&P GLOBAL INC86 shares-44.16%2026-03-312026-05-11

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DIA STATE STR SPDR DOW JONES IND79 shares0.00%2026-03-312026-05-11

IWM ISHARES TR146 shares170.37%2026-03-312026-05-11

GWRE GUIDEWIRE SOFTWARE INC242 shares0.00%2026-03-312026-05-11

GSBD GOLDMAN SACHS BDC INC4.0K shares0.00%2026-03-312026-05-11

AM ANTERO MIDSTREAM CORP1.5K sharesnew addition2026-03-312026-05-11

SO SOUTHERN CO361 shares-3.99%2026-03-312026-05-11

DHR DANAHER CORP DEL183 shares6000.00%2026-03-312026-05-11

UNP UNION PAC CORP141 shares-2.08%2026-03-312026-05-11

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KRBN KRANESHARES TRUST1.1K shares0.00%2026-03-312026-05-11

NZF NUVEEN MUN CR INCOME FD2.6K shares0.00%2026-03-312026-05-11

CGGG CAPITAL GROUP EQUITY ETF TR1.2K shares-46.43%2026-03-312026-05-11

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TR TOOTSIE ROLL INDS INC722 shares0.00%2026-03-312026-05-11

XOP SPDR SERIES TRUST168 shares0.00%2026-03-312026-05-11

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QNITY ELECTRONICS INC QNITY ELECTRONICS INC263 shares103.88%2026-03-312026-05-11

LITE LUMENTUM HLDGS INC43 sharesnew addition2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC77 shares-11.49%2026-03-312026-05-11

GEHC GE HEALTHCARE TECHNOLOGIES I416 shares-65.65%2026-03-312026-05-11

DFIV DIMENSIONAL ETF TRUST551 sharesnew addition2026-03-312026-05-11

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SBUX STARBUCKS CORP316 shares-3.66%2026-03-312026-05-11

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UPS UNITED PARCEL SVCS INC281 sharesnew addition2026-03-312026-05-11

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VYM VANGUARD WHITEHALL FDS177 shares0.00%2026-03-312026-05-11

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VRTX VERTEX PHARMACEUTICALS INC58 shares5700.00%2026-03-312026-05-11

APP APPLOVIN CORP65 shares58.54%2026-03-312026-05-11

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PPG PPG INDS INC235 shares0.00%2026-03-312026-05-11

INTC INTEL CORP563 shares2152.00%2026-03-312026-05-11

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC529 shares96.65%2026-03-312026-05-11

FFC FLAHERTY & CRUMRIN PFD & INM1.6K shares0.00%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO74 shares-36.21%2026-03-312026-05-11

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JEF JEFFERIES FINANCIAL GROUP IN550 shares0.00%2026-03-312026-05-11

FDVV FIDELITY COVINGTON TRUST409 shares0.00%2026-03-312026-05-11

NUV NUVEEN MUN VALUE FD INC2.5K shares0.00%2026-03-312026-05-11

VICI VICI PPTYS INC817 shares-86.81%2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 4036 shares-62.11%2026-03-312026-05-11

JHMD JOHN HANCOCK EXCHANGE TRADED510 shares0.00%2026-03-312026-05-11

ODFL OLD DOMINION FREIGHT LINE IN110 shares0.00%2026-03-312026-05-11

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IRM IRON MTN INC DEL205 shares0.00%2026-03-312026-05-11

CRCL CIRCLE INTERNET GROUP INC218 shares0.00%2026-03-312026-05-11

DG DOLLAR GEN CORP174 shares6.75%2026-03-312026-05-11

HP INC HP INC1.1K shares18.34%2026-03-312026-05-11

LQD ISHARES TR184 shares0.00%2026-03-312026-05-11

MQY BLACKROCK MUNIYILD QULT FD I1.8K sharesnew addition2026-03-312026-05-11

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CHD CHURCH & DWIGHT CO INC205 shares0.00%2026-03-312026-05-11

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ARGX ARGENX SE25 shares0.00%2026-03-312026-05-11

HLT HILTON WORLDWIDE HLDGS INC60 sharesnew addition2026-03-312026-05-11

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PATK PATRICK INDS INC151 sharesnew addition2026-03-312026-05-11

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SPYM SPDR SERIES TRUST200 shares70.94%2026-03-312026-05-11

TMDX TRANSMEDICS GROUP INC150 shares0.00%2026-03-312026-05-11

KCCA KRANESHARES TRUST1.0K shares0.00%2026-03-312026-05-11

ILMN ILLUMINA INC115 shares134.69%2026-03-312026-05-11

OHI OMEGA HEALTHCARE INVS INC315 shares0.00%2026-03-312026-05-11

KNF KNIFE RIVER CORP168 shares0.00%2026-03-312026-05-11

NRG NRG ENERGY INC93 shares1760.00%2026-03-312026-05-11

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PHM PULTE GROUP INC114 shares165.12%2026-03-312026-05-11

CDNS CADENCE DESIGN SYSTEM INC48 shares41.18%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC51 shares1600.00%2026-03-312026-05-11

PLMR PALOMAR HLDGS INC110 sharesnew addition2026-03-312026-05-11

VRSK VERISK ANALYTICS INC69 shares0.00%2026-03-312026-05-11

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET415 shares0.00%2026-03-312026-05-11

SJB PROSHARES TR800 shares0.00%2026-03-312026-05-11

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CFR CULLEN FROST BANKERS INC89 shares0.00%2026-03-312026-05-11

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BSX BOSTON SCIENTIFIC CORP189 shares600.00%2026-03-312026-05-11

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ELV ELEVANCE HEALTH INC FORMERLY37 sharesnew addition2026-03-312026-05-11

CF CF INDUSTRIES HOLD83 sharesnew addition2026-03-312026-05-11

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CSWC CAPITAL SOUTHWEST CORP450 shares-83.33%2026-03-312026-05-11

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NVG NUVEEN AMT FREE MUN CR INC F768 shares0.00%2026-03-312026-05-11

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VWOB VANGUARD WHITEHALL FDS126 sharesnew addition2026-03-312026-05-11

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CENCORA INC CENCORA INC25 shares400.00%2026-03-312026-05-11

EXEL EXELIXIS INC183 sharesnew addition2026-03-312026-05-11

GENK GEN RESTAURENT GROUP4.0K shares0.00%2026-03-312026-05-11

YUM YUM BRANDS INC50 shares-7.41%2026-03-312026-05-11

APPN APPIAN CORP322 shares0.00%2026-03-312026-05-11

LVS LAS VEGAS SANDS CORP143 sharesnew addition2026-03-312026-05-11

EXPE EXPEDIA GROUP INC33 shares266.67%2026-03-312026-05-11

Sponsored

TYL TYLER TECHNOLOGIES INC22 shares2100.00%2026-03-312026-05-11

WBD WARNER BROS DISCOVERY INC273 shares658.33%2026-03-312026-05-11

EIDO ISHARES TR463 sharesnew addition2026-03-312026-05-11

SNA SNAP ON INC20 shares0.00%2026-03-312026-05-11

NVDA

NVIDIA CORPORATION

4.45%

Shares1.1M

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

2.15%

Shares369.5K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

4.90%

Shares482.9K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

4.34%

Shares577.4K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

0.10%

Shares417.9K

Event2026-03-31

Filed2026-05-11

META

META PLATFORMS INC

2.15%

Shares163.0K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

58.75%

Shares283.3K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

2.62%

Shares265.1K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

13.56%

Shares76.2K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

41.20%

Shares400.1K

Event2026-03-31

Filed2026-05-11

VTR

VENTAS INC

-2.36%

Shares775.4K

Event2026-03-31

Filed2026-05-11

GEV

GE VERNOVA INC

-16.11%

Shares70.1K

Event2026-03-31

Filed2026-05-11

PWR

QUANTA SVCS INC

-35.49%

Shares106.2K

Event2026-03-31

Filed2026-05-11

AEE

AMEREN CORP

1.18%

Shares517.0K

Event2026-03-31

Filed2026-05-11

TMO

THERMO FISHER SCIENTIFIC INC

3.82%

Shares115.4K

Event2026-03-31

Filed2026-05-11

GILD

GILEAD SCIENCES INC

-17.08%

Shares401.8K

Event2026-03-31

Filed2026-05-11

COP

CONOCOPHILLIPS

-2.85%

Shares373.8K

Event2026-03-31

Filed2026-05-11

TDG

TRANSDIGM GROUP INC

53.87%

Shares42.3K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-30.00%

Shares384.4K

Event2026-03-31

Filed2026-05-11

MORGAN STANLEY

0.82%

Shares283.1K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

-1.86%

Shares42.0K

Event2026-03-31

Filed2026-05-11

WASTE MGMT INC DEL

-1.39%

Shares169.4K

Event2026-03-31

Filed2026-05-11

ASTRAZENECA PLC

New

Shares193.1K

Event2026-03-31

Filed2026-05-11

LINDE PLC

-1.63%

Shares76.3K

Event2026-03-31

Filed2026-05-11

EQIX

EQUINIX INC

0.48%

Shares38.2K

Event2026-03-31

Filed2026-05-11

VISA INC

-33.90%

Shares120.0K

Event2026-03-31

Filed2026-05-11

SLB

SLB LIMITED

3167.75%

Shares689.0K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC

17421.08%

Shares39.1K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

-1.51%

Shares88.4K

Event2026-03-31

Filed2026-05-11

DOV

DOVER CORP

-2.86%

Shares152.7K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

-1.17%

Shares132.6K

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES INC

316.36%

Shares153.1K

Event2026-03-31

Filed2026-05-11

PLD

PROLOGIS INC.

0.81%

Shares231.9K

Event2026-03-31

Filed2026-05-11

JBL

JABIL INC

344315.15%

Shares113.7K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-1.25%

Shares102.2K

Event2026-03-31

Filed2026-05-11

ASML

ASML HLDG NV

42857.14%

Shares21.0K

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS CO

2.32%

Shares88.2K

Event2026-03-31

Filed2026-05-11

SYK

STRYKER CORPORATION

-1.43%

Shares81.1K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

15.28%

Shares354.8K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

-2.98%

Shares120.4K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-13.74%

Shares30.7K

Event2026-03-31

Filed2026-05-11

VNQI

VANGUARD INTL EQUITY INDEX F

12.94%

Shares432.9K

Event2026-03-31

Filed2026-05-11

DLR

DIGITAL RLTY TR INC

2.48%

Shares101.5K

Event2026-03-31

Filed2026-05-11

AVDE

AMERICAN CENTY ETF TR

8.47%

Shares215.1K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

4.23%

Shares255.0K

Event2026-03-31

Filed2026-05-11

AMT

AMERICAN TOWER CORP

14.23%

Shares96.3K

Event2026-03-31

Filed2026-05-11

WELL

WELLTOWER INC

-0.52%

Shares76.0K

Event2026-03-31

Filed2026-05-11

HEALTHCARE RLTY TR

0.85%

Shares796.7K

Event2026-03-31

Filed2026-05-11

IVT

INVENTRUST PPTYS CORP

-0.30%

Shares424.4K

Event2026-03-31

Filed2026-05-11

BXP

BXP INC

118.34%

Shares247.6K

Event2026-03-31

Filed2026-05-11

FNDE

SCHWAB STRATEGIC TR

6.16%

Shares332.9K

Event2026-03-31

Filed2026-05-11

BRX

BRIXMOR PPTY GROUP INC

2.68%

Shares442.1K

Event2026-03-31

Filed2026-05-11

SUI

SUN CMNTYS INC

0.73%

Shares100.3K

Event2026-03-31

Filed2026-05-11

BAC

BANK AMERICA CORP

-0.27%

Shares253.6K

Event2026-03-31

Filed2026-05-11

AVB

AVALONBAY CMNTYS INC

0.92%

Shares68.1K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

14.19%

Shares41.8K

Event2026-03-31

Filed2026-05-11

AHR

AMERICAN HEALTHCARE REIT INC

1.08%

Shares230.7K

Event2026-03-31

Filed2026-05-11

WSR

WHITESTONE REIT

8.77%

Shares674.2K

Event2026-03-31

Filed2026-05-11

SCHF

SCHWAB STRATEGIC TR

35.67%

Shares419.5K

Event2026-03-31

Filed2026-05-11

PSA

PUBLIC STORAGE OPER CO

5.88%

Shares37.5K

Event2026-03-31

Filed2026-05-11

CPT

CAMDEN PPTY TR

-1.49%

Shares102.3K

Event2026-03-31

Filed2026-05-11

AMH

AMERICAN HOMES 4 RENT

6.03%

Shares354.1K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

-49.80%

Shares108.6K

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC

-2.53%

Shares13.3K

Event2026-03-31

Filed2026-05-11

JHMM

JOHN HANCOCK EXCHANGE TRADED

7.24%

Shares130.7K

Event2026-03-31

Filed2026-05-11

EGP

EASTGROUP PPTYS INC

New

Shares46.1K

Event2026-03-31

Filed2026-05-11

CSR

CENTERSPACE

54.67%

Shares147.9K

Event2026-03-31

Filed2026-05-11

CUZ

COUSINS PPTYS INC

New

Shares342.6K

Event2026-03-31

Filed2026-05-11

GTY

GETTY RLTY CORP NEW

3777.72%

Shares235.5K

Event2026-03-31

Filed2026-05-11

EPD

ENTERPRISE PRODS PARTNERS L

-4.45%

Shares199.1K

Event2026-03-31

Filed2026-05-11

SMA

SMARTSTOP SELF STORAG REIT I

5.72%

Shares224.2K

Event2026-03-31

Filed2026-05-11

NNN

NNN REIT INC

-0.91%

Shares159.5K

Event2026-03-31

Filed2026-05-11

HIW

HIGHWOODS PPTYS INC

19.15%

Shares307.0K

Event2026-03-31

Filed2026-05-11

FVR

FRONTVIEW REIT INC

5.40%

Shares415.0K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

18.33%

Shares113.8K

Event2026-03-31

Filed2026-05-11

DOC

HEALTHPEAK PROPERTIES INC

New

Shares368.4K

Event2026-03-31

Filed2026-05-11

SCHA

SCHWAB STRATEGIC TR

-2.52%

Shares200.7K

Event2026-03-31

Filed2026-05-11

COLD

AMERICOLD REALTY TRUST INC

3.36%

Shares470.2K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-3.07%

Shares21.5K

Event2026-03-31

Filed2026-05-11

BSM

BLACK STONE MINERALS L P

0.00%

Shares337.5K

Event2026-03-31

Filed2026-05-11

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares7

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

6.98%

Shares7.3K

Event2026-03-31

Filed2026-05-11

DEERE & CO

-4.98%

Shares8.2K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

-7.20%

Shares56.7K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

0.29%

Shares29.2K

Event2026-03-31

Filed2026-05-11

HON

HONEYWELL INTL INC

-2.84%

Shares14.7K

Event2026-03-31

Filed2026-05-11

EMR

EMERSON ELEC CO

-90.76%

Shares24.2K

Event2026-03-31

Filed2026-05-11

VXF

VANGUARD INDEX FDS

-5.25%

Shares15.2K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-6.76%

Shares6.3K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

2.70%

Shares12.3K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

-0.37%

Shares13.4K

Event2026-03-31

Filed2026-05-11

OKE

ONEOK INC NEW

-7.87%

Shares27.2K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

-28.87%

Shares16.8K

Event2026-03-31

Filed2026-05-11

MASTERCARD INCORPORATED

1.11%

Shares4.7K

Event2026-03-31

Filed2026-05-11

SYY

SYSCO CORP

-0.03%

Shares33.0K

Event2026-03-31

Filed2026-05-11

SBR

SABINE RTY TR

-2.86%

Shares31.1K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

-0.96%

Shares16.8K

Event2026-03-31

Filed2026-05-11

LMT

LOCKHEED MARTIN CORP

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

-1.54%

Shares6.3K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-1.64%

Shares3.4K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES TR

1.29%

Shares20.2K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

-6.18%

Shares9.5K

Event2026-03-31

Filed2026-05-11

SRE

SEMPRA

-6.71%

Shares19.8K

Event2026-03-31

Filed2026-05-11

RGLD

ROYAL GOLD INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC

0.43%

Shares34.2K

Event2026-03-31

Filed2026-05-11

WES

WESTERN MIDSTREAM PARTNERS L

-5.90%

Shares40.5K

Event2026-03-31

Filed2026-05-11

ARISTA NETWORKS INC

0.25%

Shares13.3K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

-32.00%

Shares4.3K

Event2026-03-31

Filed2026-05-11

ADBE

ADOBE INC

0.71%

Shares6.1K

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SCOTTSDALE FDS

4.20%

Shares18.6K

Event2026-03-31

Filed2026-05-11

SHEL

SHELL PLC

-13.34%

Shares15.2K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-12.98%

Shares2.4K

Event2026-03-31

Filed2026-05-11

EOG

EOG RES INC

-1.22%

Shares8.9K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

6.40%

Shares16.3K

Event2026-03-31

Filed2026-05-11

SPG

SIMON PPTY GROUP INC NEW

52.47%

Shares6.8K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC

0.43%

Shares7.5K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

-28.50%

Shares2.7K

Event2026-03-31

Filed2026-05-11

ALLIANCEBERNSTEIN HLDG L P

0.00%

Shares31.5K

Event2026-03-31

Filed2026-05-11

SFNC

SIMMONS FIRST NATL CORP

0.00%

Shares59.7K

Event2026-03-31

Filed2026-05-11

GE AEROSPACE

-8.87%

Shares3.9K

Event2026-03-31

Filed2026-05-11

NVS

NOVARTIS AG

-7.57%

Shares7.3K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES

0.46%

Shares10.8K

Event2026-03-31

Filed2026-05-11

LAM RESEARCH CORP

0.56%

Shares5.0K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

-4.44%

Shares3.3K

Event2026-03-31

Filed2026-05-11

HSY

HERSHEY CO

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-11

MEDTRONIC PLC

6.18%

Shares11.7K

Event2026-03-31

Filed2026-05-11

HEGD

LISTED FDS TR

4.53%

Shares40.7K

Event2026-03-31

Filed2026-05-11

MPC

MARATHON PETE CORP

-1.72%

Shares4.0K

Event2026-03-31

Filed2026-05-11

AMAT

APPLIED MATLS INC

-0.15%

Shares2.7K

Event2026-03-31

Filed2026-05-11

ARES

ARES MANAGEMENT CORPORATION

-97.30%

Shares8.6K

Event2026-03-31

Filed2026-05-11

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-11

BANK NEW YORK MELLON CORP

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-11

MAIN

MAIN STR CAP CORP

0.00%

Shares16.7K

Event2026-03-31

Filed2026-05-11

SCHB

SCHWAB STRATEGIC TR

-13.64%

Shares35.0K

Event2026-03-31

Filed2026-05-11

JHML

JOHN HANCOCK EXCHANGE TRADED

-0.46%

Shares10.9K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

1.65%

Shares4.3K

Event2026-03-31

Filed2026-05-11

GENERAL DYNAMICS CORP

-41.46%

Shares2.4K

Event2026-03-31

Filed2026-05-11

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-11

CITIGROUP INC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-11

ADI

ANALOG DEVICES INC

-5.01%

Shares2.5K

Event2026-03-31

Filed2026-05-11

COLGATE PALMOLIVE CO

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-11

SILA

SILA REALTY TRUST INC

-89.44%

Shares34.1K

Event2026-03-31

Filed2026-05-11

FANG

DIAMONDBACK ENERGY INC

-12.50%

Shares4.1K

Event2026-03-31

Filed2026-05-11

AT&T INC

2.01%

Shares26.9K

Event2026-03-31

Filed2026-05-11

NVO

NOVO-NORDISK A S

-2.21%

Shares20.6K

Event2026-03-31

Filed2026-05-11

KDP

KEURIG DR PEPPER INC

-19.29%

Shares28.4K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP INC

-29.67%

Shares2.8K

Event2026-03-31

Filed2026-05-11

KMB

KIMBERLY-CLARK CORP

11.40%

Shares7.5K

Event2026-03-31

Filed2026-05-11

RDVI

FIRST TR EXCHANGE-TRADED FD

-1.57%

Shares28.4K

Event2026-03-31

Filed2026-05-11

TRGP

TARGA RES CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC

-9.29%

Shares5.3K

Event2026-03-31

Filed2026-05-11

CMCSA

COMCAST CORP NEW

11.00%

Shares23.3K

Event2026-03-31

Filed2026-05-11

WFC-PL

WELLS FARGO & CO

-0.87%

Shares571

Event2026-03-31

Filed2026-05-11

KNG

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares13.5K

Event2026-03-31

Filed2026-05-11

FNDX

SCHWAB STRATEGIC TR

-0.43%

Shares23.2K

Event2026-03-31

Filed2026-05-11

MMM

3M CO

1.49%

Shares4.4K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

-21.42%

Shares1.5K

Event2026-03-31

Filed2026-05-11

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares16.2K

Event2026-03-31

Filed2026-05-11

ADP

AUTOMATIC DATA PROCESSING IN

-17.52%

Shares3.0K

Event2026-03-31

Filed2026-05-11

XLF

SELECT SECTOR SPDR TR

-1.37%

Shares12.1K

Event2026-03-31

Filed2026-05-11

CRM

SALESFORCE INC

-97.03%

Shares3.1K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP

-88.90%

Shares3.9K

Event2026-03-31

Filed2026-05-11

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-11

CTRA

COTERRA ENERGY INC

-3.90%

Shares15.5K

Event2026-03-31

Filed2026-05-11

BKR

BAKER HUGHES COMPANY

-1.78%

Shares8.5K

Event2026-03-31

Filed2026-05-11

HAL

HALLIBURTON CO

-1.58%

Shares13.1K

Event2026-03-31

Filed2026-05-11

LANDBRIDGE COMPANY LLC

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-11

MLPA

GLOBAL X FDS

-7.03%

Shares9.4K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

-11.94%

Shares3.1K

Event2026-03-31

Filed2026-05-11

XLY

SELECT SECTOR SPDR TR

-1.33%

Shares4.5K

Event2026-03-31

Filed2026-05-11

PERMIAN RESOURCES CORP

-6.20%

Shares22.2K

Event2026-03-31

Filed2026-05-11

XLV

SELECT SECTOR SPDR TR

-1.29%

Shares3.2K

Event2026-03-31

Filed2026-05-11

PFE

PFIZER INC

1.68%

Shares16.7K

Event2026-03-31

Filed2026-05-11

XLI

SELECT SECTOR SPDR TR

-1.28%

Shares2.7K

Event2026-03-31

Filed2026-05-11

XLC

SELECT SECTOR SPDR TR

-1.56%

Shares3.8K

Event2026-03-31

Filed2026-05-11

TRMB

TRIMBLE INC

-44.68%

Shares6.3K

Event2026-03-31

Filed2026-05-11

APA CORPORATION

-2.05%

Shares9.6K

Event2026-03-31

Filed2026-05-11

AEM

AGNICO EAGLE MINES LTD

-37.73%

Shares2.0K

Event2026-03-31

Filed2026-05-11

PBA

PEMBINA PIPELINE CORP

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-11

SCHO

SCHWAB STRATEGIC TR

7.03%

Shares16.1K

Event2026-03-31

Filed2026-05-11

FNV

FRANCO NEV CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

38.79%

Shares5.7K

Event2026-03-31

Filed2026-05-11

DVN

DEVON ENERGY CORP NEW

-0.44%

Shares7.7K

Event2026-03-31

Filed2026-05-11

EXP

EAGLE MATLS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-11

CHUBB LTD SWITZ

-0.26%

Shares1.2K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

20.08%

Shares2.5K

Event2026-03-31

Filed2026-05-11

CTVA

CORTEVA INC

-34.81%

Shares4.2K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

3.36%

Shares1.1K

Event2026-03-31

Filed2026-05-11

GLW

CORNING INC

-0.71%

Shares2.5K

Event2026-03-31

Filed2026-05-11

ATO

ATMOS ENERGY CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-11

DVY

ISHARES TR

-43.72%

Shares2.2K

Event2026-03-31

Filed2026-05-11

EQT CORP

-3.26%

Shares5.2K

Event2026-03-31

Filed2026-05-11

MTDR

MATADOR RES CO

-2.80%

Shares5.2K

Event2026-03-31

Filed2026-05-11

RVTY

REVVITY INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-11

IWV

ISHARES TR

-15.87%

Shares875

Event2026-03-31

Filed2026-05-11

CRC

CALIFORNIA RES CORP

-2.84%

Shares4.5K

Event2026-03-31

Filed2026-05-11

PAAS

PAN AMERN SILVER CORP

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-11

FLOT

ISHARES TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-11

ETR

ENTERGY CORP NEW

-0.31%

Shares2.6K

Event2026-03-31

Filed2026-05-11

SCHW

SCHWAB CHARLES CORP

2.17%

Shares3.1K

Event2026-03-31

Filed2026-05-11

MDLZ

MONDELEZ INTL INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-11

INVH

INVITATION HOMES INC

-96.19%

Shares11.4K

Event2026-03-31

Filed2026-05-11

CHRD

CHORD ENERGY CORPORATION

-3.30%

Shares2.0K

Event2026-03-31

Filed2026-05-11

SBRA

SABRA HEALTH CARE REIT INC

14.00%

Shares14.6K

Event2026-03-31

Filed2026-05-11

APH

AMPHENOL CORP

19.70%

Shares2.2K

Event2026-03-31

Filed2026-05-11

EXR

EXTRA SPACE STORAGE INC

9.40%

Shares2.1K

Event2026-03-31

Filed2026-05-11

SBAC

SBA COMMUNICATIONS CORP

-97.20%

Shares1.6K

Event2026-03-31

Filed2026-05-11

BKH

BLACK HILLS CORP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-11

COEUR MNG INC

0.00%

Shares14.1K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC

-1.11%

Shares2.9K

Event2026-03-31

Filed2026-05-11

PSX

PHILLIPS 66

-0.21%

Shares1.4K

Event2026-03-31

Filed2026-05-11

STIP

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-11

AGG

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-11

XLP

SELECT SECTOR SPDR TR

-1.34%

Shares3.1K

Event2026-03-31

Filed2026-05-11

WBI

WATERBRIDGE INFRASTRUCTURE L

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-11

KRG

KITE REALTY GROUP TRUST

17.31%

Shares10.2K

Event2026-03-31

Filed2026-05-11

FSMB

FIRST TR EXCH TRADED FD III

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC

-0.77%

Shares3.8K

Event2026-03-31

Filed2026-05-11

WEYERHAEUSER CO

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-11

WRB

BERKLEY W R CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-11

BALL

BALL CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-11

INTU

INTUIT

10.86%

Shares541

Event2026-03-31

Filed2026-05-11

ANTERO RESOURCES CORP

-5.30%

Shares5.4K

Event2026-03-31

Filed2026-05-11

VRP

INVESCO EXCH TRADED FD TR II

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-11

CGGR

CAPITAL GROUP GROWTH ETF

59.91%

Shares5.6K

Event2026-03-31

Filed2026-05-11

PTEN

PATTERSON-UTI ENERGY INC

-2.58%

Shares20.4K

Event2026-03-31

Filed2026-05-11

SOLSTICE ADVANCED MATLS INC

-4.78%

Shares2.8K

Event2026-03-31

Filed2026-05-11

TDVI

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-11

SII

SPROTT INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-11

NOV

NOV INC

-2.65%

Shares11.0K

Event2026-03-31

Filed2026-05-11

WHD

CACTUS INC

-2.47%

Shares4.3K

Event2026-03-31

Filed2026-05-11

TXN

TEXAS INSTRS INC

3.33%

Shares1.0K

Event2026-03-31

Filed2026-05-11

SUNCOR ENERGY INC NEW

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-11

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-11

WFC

WELLS FARGO & CO

8.96%

Shares2.4K

Event2026-03-31

Filed2026-05-11

BEP

BROOKFIELD RENEWABLE ENERGY

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-11

RPM

RPM INTL INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-11

AMJB

JPMORGAN CHASE FINL CO LLC

New

Shares5.2K

Event2026-03-31

Filed2026-05-11

XLE

SELECT SECTOR SPDR TR

-1.51%

Shares2.8K

Event2026-03-31

Filed2026-05-11

ALCOA CORP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-11

RACE

FERRARI N V

0.00%

Shares497

Event2026-03-31

Filed2026-05-11

PANW

PALO ALTO NETWORKS INC

11.18%

Shares1.0K

Event2026-03-31

Filed2026-05-11

BLACKROCK INC

-0.57%

Shares173

Event2026-03-31

Filed2026-05-11

GENERAL MTRS CO

-26.47%

Shares2.2K

Event2026-03-31

Filed2026-05-11

PFFD

GLOBAL X FDS

6.86%

Shares9.0K

Event2026-03-31

Filed2026-05-11

XEL

XCEL ENERGY INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-11

CNP

CENTERPOINT ENERGY INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-11

DIS

DISNEY WALT CO

-99.11%

Shares1.6K

Event2026-03-31

Filed2026-05-11

RRC

RANGE RES CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-11

WCN

WASTE CONNECTIONS INC

0.00%

Shares883

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FDS

-70.74%

Shares1.9K

Event2026-03-31

Filed2026-05-11

HRL

HORMEL FOODS CORP

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-11

VFH

VANGUARD WORLD FD

0.35%

Shares1.2K

Event2026-03-31

Filed2026-05-11

VLO

VALERO ENERGY CORP

9.92%

Shares554

Event2026-03-31

Filed2026-05-11

AAT

AMERICAN ASSETS TR INC

12.70%

Shares7.1K

Event2026-03-31

Filed2026-05-11

ORLY

OREILLY AUTOMOTIVE INC

8.43%

Shares1.4K

Event2026-03-31

Filed2026-05-11

DAL

DELTA AIR LINES INC

7.35%

Shares1.9K

Event2026-03-31

Filed2026-05-11

KVUE

KENVUE INC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-11

SEAGATE TECHNOLOGY HLDNGS PL

9.80%

Shares325

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

387.50%

Shares663

Event2026-03-31

Filed2026-05-11

ONB

OLD NATL BANCORP IND

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-11

IWR

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-11

PUMP

PROPETRO HLDG CORP

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-11

RIO

RIO TINTO PLC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-11

BOKF

BOK FINL CORP

0.53%

Shares940

Event2026-03-31

Filed2026-05-11

MKC

MCCORMICK & CO INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

175.44%

Shares942

Event2026-03-31

Filed2026-05-11

IJT

ISHARES TR

0.00%

Shares800

Event2026-03-31

Filed2026-05-11

XLU

SELECT SECTOR SPDR TR

-1.43%

Shares2.5K

Event2026-03-31

Filed2026-05-11

UNILEVER PLC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-11

KMI

KINDER MORGAN INC DEL

-38.47%

Shares3.3K

Event2026-03-31

Filed2026-05-11

BLACKSTONE INC

17.53%

Shares952

Event2026-03-31

Filed2026-05-11

ENB

ENBRIDGE INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-11.68%

Shares310

Event2026-03-31

Filed2026-05-11

IMCV

ISHARES TR

-68.43%

Shares1.2K

Event2026-03-31

Filed2026-05-11

ACIO

ETF SER SOLUTIONS

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-11

FFIN

FIRST FINL BANKSHARES INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-11

ARCC

ARES CAPITAL CORP

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-11

SEABRIDGE GOLD INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-11

CONSOLIDATED EDISON INC

0.00%

Shares839

Event2026-03-31

Filed2026-05-11

CGUS

CAPITAL GROUP CORE EQUITY ET

-8.64%

Shares2.5K

Event2026-03-31

Filed2026-05-11

VIPER ENERGY INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-11

ARE

ALEXANDRIA REAL ESTATE EQ IN

-46.91%

Shares2.0K

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC.

-15.32%

Shares940

Event2026-03-31

Filed2026-05-11

NEWP

NEW PAC METALS CORP

0.00%

Shares21.8K

Event2026-03-31

Filed2026-05-11

GIB

CGI INC

-1.44%

Shares1.2K

Event2026-03-31

Filed2026-05-11

CTO

CTO RLTY GROWTH INC NEW

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-11

XLB

SELECT SECTOR SPDR TR

-1.54%

Shares1.7K

Event2026-03-31

Filed2026-05-11

KYN

KAYNE ANDERSON ENERGY INFRST

-14.29%

Shares6.0K

Event2026-03-31

Filed2026-05-11

XLRE

SELECT SECTOR SPDR TR

-1.53%

Shares2.0K

Event2026-03-31

Filed2026-05-11

HTGC

HERCULES CAPITAL INC

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-11

HACK

AMPLIFY ETF TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

EXE

EXPAND ENERGY CORPORATION

-7.59%

Shares731

Event2026-03-31

Filed2026-05-11

BROADRIDGE FINL SOLUTIONS IN

0.00%

Shares482

Event2026-03-31

Filed2026-05-11

PHO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-11

NRP

NATURAL RESOURCE PARTNERS LP

0.00%

Shares628

Event2026-03-31

Filed2026-05-11

EEMV

ISHARES INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-11

URI

UNITED RENTALS INC

3.00%

Shares103

Event2026-03-31

Filed2026-05-11

REXR

REXFORD INDL RLTY INC

-99.28%

Shares2.2K

Event2026-03-31

Filed2026-05-11

DRSK

ETF SER SOLUTIONS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-11

HELMERICH & PAYNE INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-11

OII

OCEANEERING INTL INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-11

ZTS

ZOETIS INC

-11.19%

Shares595

Event2026-03-31

Filed2026-05-11

SCM

STELLUS CAP INVT CORP

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-11

TFC

TRUIST FINL CORP

-0.86%

Shares1.5K

Event2026-03-31

Filed2026-05-11

FS SPECIALTY LENDING FD

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-11

STWD

STARWOOD PPTY TR INC

-27.31%

Shares3.9K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

0.00%

Shares576

Event2026-03-31

Filed2026-05-11

GNRC

GENERAC HLDGS INC

0.00%

Shares330

Event2026-03-31

Filed2026-05-11

FIRST MAJESTIC SILVER CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-11

PHYS

SPROTT ASSET MANAGEMENT LP

750.50%

Shares1.7K

Event2026-03-31

Filed2026-05-11

BROOKFIELD RENEWABLE CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-11

VTHR

VANGUARD SCOTTSDALE FDS

0.00%

Shares203

Event2026-03-31

Filed2026-05-11

ISRG

INTUITIVE SURGICAL INC

-6.77%

Shares124

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

0.00%

Shares189

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

870.59%

Shares165

Event2026-03-31

Filed2026-05-11

VLUE

ISHARES TR

New

Shares386

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

442.11%

Shares515

Event2026-03-31

Filed2026-05-11

MARVELL TECHNOLOGY INC

44.47%

Shares549

Event2026-03-31

Filed2026-05-11

MSIF

MSC INCOME FUND INC

50.08%

Shares4.4K

Event2026-03-31

Filed2026-05-11

PGR

PROGRESSIVE CORP

-55.22%

Shares270

Event2026-03-31

Filed2026-05-11

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

IQLT

ISHARES TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-11

SHY

ISHARES TR

0.00%

Shares640

Event2026-03-31

Filed2026-05-11

IWB

ISHARES TR

0.00%

Shares145

Event2026-03-31

Filed2026-05-11

CWI

SPDR INDEX SHS FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-11

PAGP

PLAINS GP HLDGS L P

New

Shares2.1K

Event2026-03-31

Filed2026-05-11

ETY

EATON VANCE TAX-MANAGED DIVE

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-11

BHP

BHP BILLITON LIMITED

0.00%

Shares690

Event2026-03-31

Filed2026-05-11

GSY

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-11

LNG

CHENIERE ENERGY INC

282.61%

Shares176

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

FTNT

FORTINET INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-11

VCIT

VANGUARD SCOTTSDALE FDS

-14.56%

Shares587

Event2026-03-31

Filed2026-05-11

BP PLC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-11

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares675

Event2026-03-31

Filed2026-05-11

BOEING CO

-46.88%

Shares238

Event2026-03-31

Filed2026-05-11

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares217

Event2026-03-31

Filed2026-05-11

DUKE ENERGY CORP NEW

-36.61%

Shares355

Event2026-03-31

Filed2026-05-11

SUNOCOCORP LLC

New

Shares751

Event2026-03-31

Filed2026-05-11

JCI

JOHNSON CONTROLS INTERNATION

34.62%

Shares350

Event2026-03-31

Filed2026-05-11

KRP

KIMBELL RTY PARTNERS LP

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-11

NXPI

NXP SEMICONDUCTORS N V

-1.32%

Shares225

Event2026-03-31

Filed2026-05-11

AMCOR PLC

New

Shares1.1K

Event2026-03-31

Filed2026-05-11

EXCELERATE ENERGY INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-11

IAG

IAMGOLD CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-11

CME

CME GROUP INC

-2.01%

Shares146

Event2026-03-31

Filed2026-05-11

ICE

INTERCONTINENTAL EXCHANGE IN

47.83%

Shares272

Event2026-03-31

Filed2026-05-11

SCCO

SOUTHERN COPPER CORP

0.81%

Shares248

Event2026-03-31

Filed2026-05-11

LDOS

LEIDOS HOLDINGS INC

0.00%

Shares260

Event2026-03-31

Filed2026-05-11

AROC

ARCHROCK INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-11

ENERGY TRANSFER L P

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-11

FENI

FIDELITY COVINGTON TRUST

New

Shares1.0K

Event2026-03-31

Filed2026-05-11

PPL

PPL CORP

-2.63%

Shares1.0K

Event2026-03-31

Filed2026-05-11

NKE

NIKE INC

15.14%

Shares715

Event2026-03-31

Filed2026-05-11

CROWN CASTLE INC

-92.88%

Shares461

Event2026-03-31

Filed2026-05-11

OTTR

OTTER TAIL CORP

0.00%

Shares426

Event2026-03-31

Filed2026-05-11

KGC

KINROSS GOLD CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-11

SPGI

S&P GLOBAL INC

-44.16%

Shares86

Event2026-03-31

Filed2026-05-11

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares79

Event2026-03-31

Filed2026-05-11

IWM

ISHARES TR

170.37%

Shares146

Event2026-03-31

Filed2026-05-11

GWRE

GUIDEWIRE SOFTWARE INC

0.00%

Shares242

Event2026-03-31

Filed2026-05-11

GSBD

GOLDMAN SACHS BDC INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-11

ANTERO MIDSTREAM CORP

New

Shares1.5K

Event2026-03-31

Filed2026-05-11

SOUTHERN CO

-3.99%

Shares361

Event2026-03-31

Filed2026-05-11

DHR

DANAHER CORP DEL

6000.00%

Shares183

Event2026-03-31

Filed2026-05-11

UNP

UNION PAC CORP

-2.08%

Shares141

Event2026-03-31

Filed2026-05-11

IDA

IDACORP INC

0.00%

Shares232

Event2026-03-31

Filed2026-05-11

MKL

MARKEL GROUP INC

6.25%

Shares17

Event2026-03-31

Filed2026-05-11

KRBN

KRANESHARES TRUST

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

NZF

NUVEEN MUN CR INCOME FD

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-11

CGGG

CAPITAL GROUP EQUITY ETF TR

-46.43%

Shares1.2K

Event2026-03-31

Filed2026-05-11

ACM

AECOM

0.28%

Shares364

Event2026-03-31

Filed2026-05-11

TOOTSIE ROLL INDS INC

0.00%

Shares722

Event2026-03-31

Filed2026-05-11

XOP

SPDR SERIES TRUST

0.00%

Shares168

Event2026-03-31

Filed2026-05-11

JLL

JONES LANG LASALLE INC

-24.81%

Shares100

Event2026-03-31

Filed2026-05-11

QNITY ELECTRONICS INC

103.88%

Shares263

Event2026-03-31

Filed2026-05-11

LITE

LUMENTUM HLDGS INC

New

Shares43

Event2026-03-31

Filed2026-05-11

CRWD

CROWDSTRIKE HLDGS INC

-11.49%

Shares77

Event2026-03-31

Filed2026-05-11

GEHC

GE HEALTHCARE TECHNOLOGIES I

-65.65%

Shares416

Event2026-03-31

Filed2026-05-11

DFIV

DIMENSIONAL ETF TRUST

New

Shares551

Event2026-03-31

Filed2026-05-11

LAMB WESTON HLDGS INC

0.00%

Shares683

Event2026-03-31

Filed2026-05-11

SBUX

STARBUCKS CORP

-3.66%

Shares316

Event2026-03-31

Filed2026-05-11

CRWV

COREWEAVE INC

0.00%

Shares362

Event2026-03-31

Filed2026-05-11

UPS

UNITED PARCEL SVCS INC

New

Shares281

Event2026-03-31

Filed2026-05-11

MAR

MARRIOTT INTL INC NEW

-4.60%

Shares83

Event2026-03-31

Filed2026-05-11

STZ

CONSTELLATION BRANDS INC

0.00%

Shares180

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares177

Event2026-03-31

Filed2026-05-11

GRAL

GRAIL INC

7142.86%

Shares507

Event2026-03-31

Filed2026-05-11

VRTX

VERTEX PHARMACEUTICALS INC

5700.00%

Shares58

Event2026-03-31

Filed2026-05-11

APP

APPLOVIN CORP

58.54%

Shares65

Event2026-03-31

Filed2026-05-11

HWM

HOWMET AEROSPACE INC

9.00%

Shares109

Event2026-03-31

Filed2026-05-11

PPG

PPG INDS INC

0.00%

Shares235

Event2026-03-31

Filed2026-05-11

INTC

INTEL CORP

2152.00%

Shares563

Event2026-03-31

Filed2026-05-11

DUPONT DE NEMOURS INC

96.65%

Shares529

Event2026-03-31

Filed2026-05-11

FFC

FLAHERTY & CRUMRIN PFD & INM

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-11

SHW

SHERWIN WILLIAMS CO

-36.21%

Shares74

Event2026-03-31

Filed2026-05-11

LINE

LINEAGE INC

0.00%

Shares722

Event2026-03-31

Filed2026-05-11

PAVE

GLOBAL X FDS

0.00%

Shares450

Event2026-03-31

Filed2026-05-11

JEF

JEFFERIES FINANCIAL GROUP IN

0.00%

Shares550

Event2026-03-31

Filed2026-05-11

FDVV

FIDELITY COVINGTON TRUST

0.00%

Shares409

Event2026-03-31

Filed2026-05-11

NUV

NUVEEN MUN VALUE FD INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-11

VICI

VICI PPTYS INC

-86.81%

Shares817

Event2026-03-31

Filed2026-05-11

MDY

STATE STR SPDR S&P MIDCAP 40

-62.11%

Shares36

Event2026-03-31

Filed2026-05-11

JHMD

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares510

Event2026-03-31

Filed2026-05-11

ODFL

OLD DOMINION FREIGHT LINE IN

0.00%

Shares110

Event2026-03-31

Filed2026-05-11

BAH

BOOZ ALLEN HAMILTON HLDG COR

0.00%

Shares275

Event2026-03-31

Filed2026-05-11

ESGV

VANGUARD WORLD FD

0.00%

Shares190

Event2026-03-31

Filed2026-05-11

IRM

IRON MTN INC DEL

0.00%

Shares205

Event2026-03-31

Filed2026-05-11

CRCL

CIRCLE INTERNET GROUP INC

0.00%

Shares218

Event2026-03-31

Filed2026-05-11

DOLLAR GEN CORP

6.75%

Shares174

Event2026-03-31

Filed2026-05-11

HP INC

18.34%

Shares1.1K

Event2026-03-31

Filed2026-05-11

LQD

ISHARES TR

0.00%

Shares184

Event2026-03-31

Filed2026-05-11

MQY

BLACKROCK MUNIYILD QULT FD I

New

Shares1.8K

Event2026-03-31

Filed2026-05-11

ECG

EVERUS CONSTR GROUP

0.00%

Shares168

Event2026-03-31

Filed2026-05-11

NOW

SERVICENOW INC

-33.93%

Shares185

Event2026-03-31

Filed2026-05-11

SUSA

ISHARES TR

0.00%

Shares145

Event2026-03-31

Filed2026-05-11

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares205

Event2026-03-31

Filed2026-05-11

DOW

DOW HLDGS INC

-3.61%

Shares454

Event2026-03-31

Filed2026-05-11

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares234

Event2026-03-31

Filed2026-05-11

ARGX

ARGENX SE

0.00%

Shares25

Event2026-03-31

Filed2026-05-11

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares60

Event2026-03-31

Filed2026-05-11

USB

US BANCORP

36.47%

Shares348

Event2026-03-31

Filed2026-05-11

EME

EMCOR GROUP INC

118.18%

Shares24

Event2026-03-31

Filed2026-05-11

HCA

HCA HEALTHCARE INC

85.00%

Shares37

Event2026-03-31

Filed2026-05-11

INVESCO EXCH TRADED FD TR II

0.00%

Shares250

Event2026-03-31

Filed2026-05-11

THC

TENET HEALTHCARE CORP

69.81%

Shares90

Event2026-03-31

Filed2026-05-11

PATK

PATRICK INDS INC

New

Shares151

Event2026-03-31

Filed2026-05-11

CVM

CEL-SCI CORP

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-11

OKTA

OKTA INC

0.00%

Shares210

Event2026-03-31

Filed2026-05-11

AIQ

GLOBAL X FDS

0.00%

Shares344

Event2026-03-31

Filed2026-05-11

ATI

ATI INC

New

Shares109

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

70.94%

Shares200

Event2026-03-31

Filed2026-05-11

TMDX

TRANSMEDICS GROUP INC

0.00%

Shares150

Event2026-03-31

Filed2026-05-11

KCCA

KRANESHARES TRUST

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-11

ILMN

ILLUMINA INC

134.69%

Shares115

Event2026-03-31

Filed2026-05-11

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares315

Event2026-03-31

Filed2026-05-11

KNF

KNIFE RIVER CORP

0.00%

Shares168

Event2026-03-31

Filed2026-05-11

NRG

NRG ENERGY INC

1760.00%

Shares93

Event2026-03-31

Filed2026-05-11

HASI

HA SUSTAINABLE INFRA CAP INC

New

Shares369

Event2026-03-31

Filed2026-05-11

PHM

PULTE GROUP INC

165.12%

Shares114

Event2026-03-31

Filed2026-05-11

CDNS

CADENCE DESIGN SYSTEM INC

41.18%

Shares48

Event2026-03-31

Filed2026-05-11

ITW

ILLINOIS TOOL WKS INC

1600.00%

Shares51

Event2026-03-31

Filed2026-05-11

PLMR

PALOMAR HLDGS INC

New

Shares110

Event2026-03-31

Filed2026-05-11

VRSK

VERISK ANALYTICS INC

0.00%

Shares69

Event2026-03-31

Filed2026-05-11

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares415

Event2026-03-31

Filed2026-05-11

SJB

PROSHARES TR

0.00%

Shares800

Event2026-03-31

Filed2026-05-11

FLOC

FLOWCO HLDGS INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-11

CFR

CULLEN FROST BANKERS INC

0.00%

Shares89

Event2026-03-31

Filed2026-05-11

MSI

MOTOROLA SOLUTIONS INC

-6.67%

Shares28

Event2026-03-31

Filed2026-05-11

CORPAY INC

0.00%

Shares41

Event2026-03-31

Filed2026-05-11

CVS

CVS HEALTH CORP

0.00%

Shares166

Event2026-03-31

Filed2026-05-11

SHOP

SHOPIFY INC

-95.00%

Shares100

Event2026-03-31

Filed2026-05-11

BSX

BOSTON SCIENTIFIC CORP

600.00%

Shares189

Event2026-03-31

Filed2026-05-11

THE CIGNA GROUP

New

Shares44

Event2026-03-31

Filed2026-05-11

MPLX

MPLX LP

-69.23%

Shares200

Event2026-03-31

Filed2026-05-11

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares37

Event2026-03-31

Filed2026-05-11

CF INDUSTRIES HOLD

New

Shares83

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

-47.58%

Shares119

Event2026-03-31

Filed2026-05-11

PARKER-HANNIFIN CORP

300.00%

Shares12

Event2026-03-31

Filed2026-05-11

MTZ

MASTEC INC

New

Shares33

Event2026-03-31

Filed2026-05-11

BJS WHSL CLUB HLDGS INC

New

Shares107

Event2026-03-31

Filed2026-05-11

MCK

MCKESSON CORP

500.00%

Shares12

Event2026-03-31

Filed2026-05-11

GWX

SPDR INDEX SHS FDS

0.00%

Shares243

Event2026-03-31

Filed2026-05-11

TPYP

TORTOISE CAPITAL SERIES TRUS

0.00%

Shares240

Event2026-03-31

Filed2026-05-11

ON SEMICONDUCTOR CORP

0.00%

Shares163

Event2026-03-31

Filed2026-05-11

SCI

SERVICE CORP INTL

0.00%

Shares122

Event2026-03-31

Filed2026-05-11

CSWC

CAPITAL SOUTHWEST CORP

-83.33%

Shares450

Event2026-03-31

Filed2026-05-11

DOMINION ENERGY INC

-62.30%

Shares161

Event2026-03-31

Filed2026-05-11

GSK PLC

0.00%

Shares180

Event2026-03-31

Filed2026-05-11

CSGP

COSTAR GROUP INC

0.00%

Shares245

Event2026-03-31

Filed2026-05-11

FIX

COMFORT SYS USA INC

133.33%

Shares7

Event2026-03-31

Filed2026-05-11

NOC

NORTHROP GRUMMAN CORP

1300.00%

Shares14

Event2026-03-31

Filed2026-05-11

NVG

NUVEEN AMT FREE MUN CR INC F

0.00%

Shares768

Event2026-03-31

Filed2026-05-11

OTIS

OTIS WORLDWIDE CORP

-33.52%

Shares119

Event2026-03-31

Filed2026-05-11

EBAY

EBAY INC.

-24.81%

Shares100

Event2026-03-31

Filed2026-05-11

RCL

ROYAL CARIBBEAN GROUP

175.00%

Shares33

Event2026-03-31

Filed2026-05-11

STERIS PLC

4000.00%

Shares41

Event2026-03-31

Filed2026-05-11

SYF

SYNCHRONY FINANCIAL

565.00%

Shares133

Event2026-03-31

Filed2026-05-11

RJF

RAYMOND JAMES FINL INC

New

Shares62

Event2026-03-31

Filed2026-05-11

HQY

HEALTHEQUITY INC

791.67%

Shares107

Event2026-03-31

Filed2026-05-11

SPOT

SPOTIFY TECHNOLOGY S A

-66.67%

Shares18

Event2026-03-31

Filed2026-05-11

VWOB

VANGUARD WHITEHALL FDS

New

Shares126

Event2026-03-31

Filed2026-05-11

IEF

ISHARES TR

0.00%

Shares86

Event2026-03-31

Filed2026-05-11

WMB

WILLIAMS COS INC

-83.82%

Shares112

Event2026-03-31

Filed2026-05-11

ROP

ROPER TECHNOLOGIES INC

155.56%

Shares23

Event2026-03-31

Filed2026-05-11

PNC

PNC FINL SVCS GROUP INC

660.00%

Shares38

Event2026-03-31

Filed2026-05-11

TMC

TMC THE METALS COMPANY INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-11

CENCORA INC

400.00%

Shares25

Event2026-03-31

Filed2026-05-11

EXEL

EXELIXIS INC

New

Shares183

Event2026-03-31

Filed2026-05-11

GENK

GEN RESTAURENT GROUP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-11

YUM

YUM BRANDS INC

-7.41%

Shares50

Event2026-03-31

Filed2026-05-11

APPN

APPIAN CORP

0.00%

Shares322

Event2026-03-31

Filed2026-05-11

LVS

LAS VEGAS SANDS CORP

New

Shares143

Event2026-03-31

Filed2026-05-11

EXPE

EXPEDIA GROUP INC

266.67%

Shares33

Event2026-03-31

Filed2026-05-11

TYL

TYLER TECHNOLOGIES INC

2100.00%

Shares22

Event2026-03-31

Filed2026-05-11

WBD

WARNER BROS DISCOVERY INC

658.33%

Shares273

Event2026-03-31

Filed2026-05-11

EIDO

ISHARES TR

New

Shares463

Event2026-03-31

Filed2026-05-11

SNA

SNAP ON INC

0.00%

Shares20

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T7.7K shares-1.28%2026-03-312026-05-11

SPY Put

STATE STR SPDR S&P 500 ETF T

-1.28%

Shares7.7K

Event2026-03-31

Filed2026-05-11