Sponsored
The Analysis of CHILTON INVESTMENT CO INC.'s Holdings & P&L
Currently, CHILTON INVESTMENT CO INC. holds 280 types of securities in its portfolio with a total value $4.3B. In the most recent quarter, they have increased their positions in N/A (+266.2K shares, valued at $76.6M), COF (+352.9K shares, valued at $64.4M), AMZN (+271.1K shares, valued at $56.5M); decreased their positions in NFLX (-1.2M shares, valued at $111.8M), AJG (-278.2K shares, valued at $60.2M), COST (-59.9K shares, valued at $59.7M); initiated new positions in RJF (+73.9K shares, valued at $10.7M), VTV (+53.9K shares, valued at $10.6M), VEU (+99.3K shares, valued at $7.5M).
1M P&L
-77.8M-1.90%
3M P&L
-254.0M-5.96%
HY P&L
-335.4M-7.73%
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
1Credit Services430.2M
11.1%
2Software - Infrastructure355.9M
9.2%
3Discount Stores345.0M
8.9%
Top Industries by Stock Count
1N/A66 stocks
26.4%
2Drug Manufacturers - General8 stocks
3.2%
3Software - Application8 stocks
3.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF16.1K shares28.12%2026-03-312026-05-15
Sponsored
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Sponsored
CANADIAN PACIFIC KANSAS CITY LTD CANADIAN PACIFIC KANSAS CITY LTD11.7K shares-2.38%2026-03-312026-05-15
Sponsored
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MSFT
-3.11%MICROSOFT CORP
Shares951.9K
Event2026-03-31
Filed2026-05-15
COST
-15.11%COSTCO WHOLESALE CORP
Shares336.6K
Event2026-03-31
Filed2026-05-15
SHW
-4.67%SHERWIN WILLIAMS CO
Shares983.7K
Event2026-03-31
Filed2026-05-15
RSG
-7.67%REPUBLIC SERVICES INC
Shares1.3M
Event2026-03-31
Filed2026-05-15
MA
-1.78%MASTERCARD INC
Shares405.8K
Event2026-03-31
Filed2026-05-15
HD
-18.19%HOME DEPOT INC
Shares544.3K
Event2026-03-31
Filed2026-05-15
APH
1.99%AMPHENOL CORP
Shares1.4M
Event2026-03-31
Filed2026-05-15
AMZN
56.63%AMAZON.COM INC
Shares749.9K
Event2026-03-31
Filed2026-05-15
CTAS
11.81%CINTAS CORP
Shares772.9K
Event2026-03-31
Filed2026-05-15
IBM
-0.53%INTERNATIONAL BUSINESS MACHINES CORP
Shares470.9K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
206.82%ALPHABET INC
Shares395.0K
Event2026-03-31
Filed2026-05-15
COF
143.18%CAPITAL ONE FINANCIAL CORP
Shares599.5K
Event2026-03-31
Filed2026-05-15
AJG
-36.19%ARTHUR J GALLAGHER & CO
Shares490.5K
Event2026-03-31
Filed2026-05-15
AXP
-1.48%AMERICAN EXPRESS CO
Shares325.5K
Event2026-03-31
Filed2026-05-15
WRB
-15.23%W R BERKLEY CORP
Shares1.4M
Event2026-03-31
Filed2026-05-15
MCO
-6.93%MOODY'S CORP
Shares196.4K
Event2026-03-31
Filed2026-05-15
PGR
-36.86%PROGRESSIVE CORP
Shares386.0K
Event2026-03-31
Filed2026-05-15
AZO
-0.85%AUTOZONE INC
Shares18.5K
Event2026-03-31
Filed2026-05-15
DE
-6.34%DEERE & CO
Shares99.5K
Event2026-03-31
Filed2026-05-15
PH
-7.29%PARKER-HANNIFIN CORP
Shares59.3K
Event2026-03-31
Filed2026-05-15
AAPL
94.39%APPLE INC
Shares194.4K
Event2026-03-31
Filed2026-05-15
EATON CORP PLC
-38.57%EATON CORP PLC
Shares129.9K
Event2026-03-31
Filed2026-05-15
MS
21.92%MORGAN STANLEY
Shares263.6K
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
89.64%MEDTRONIC PLC
Shares498.3K
Event2026-03-31
Filed2026-05-15
CRH PLC
18.02%CRH PLC
Shares406.7K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC
1.00%BERKSHIRE HATHAWAY INC
Shares84.1K
Event2026-03-31
Filed2026-05-15
DASH
86.57%DOORDASH INC
Shares247.2K
Event2026-03-31
Filed2026-05-15
ORLY
-14.38%O'REILLY AUTOMOTIVE INC
Shares347.2K
Event2026-03-31
Filed2026-05-15
META
-48.54%META PLATFORMS INC
Shares52.8K
Event2026-03-31
Filed2026-05-15
DPZ
-25.90%DOMINO'S PIZZA INC
Shares82.9K
Event2026-03-31
Filed2026-05-15
SPY
42.43%STATE STREET SPDR S&P 500 ETF
Shares41.8K
Event2026-03-31
Filed2026-05-15
TXN
-11.23%TEXAS INSTRUMENTS INC
Shares138.1K
Event2026-03-31
Filed2026-05-15
WM
-64.35%WASTE MANAGEMENT INC
Shares112.1K
Event2026-03-31
Filed2026-05-15
TROW
149.81%T ROWE PRICE GROUP INC
Shares268.0K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
10.48%ALPHABET INC
Shares80.8K
Event2026-03-31
Filed2026-05-15
TMO
-4.51%THERMO FISHER SCIENTIFIC INC
Shares46.0K
Event2026-03-31
Filed2026-05-15
BK
463.47%BANK OF NEW YORK MELLON CORP
Shares184.3K
Event2026-03-31
Filed2026-05-15
V
-0.99%VISA INC
Shares65.0K
Event2026-03-31
Filed2026-05-15
VUG
2265.47%VANGUARD GROWTH ETF
Shares36.9K
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC
-17.46%BLACKSTONE INC
Shares135.1K
Event2026-03-31
Filed2026-05-15
VTI
0.00%VANGUARD TOTAL STOCK MARKET ETF
Shares44.5K
Event2026-03-31
Filed2026-05-15
MCD
-9.01%MCDONALD'S CORP
Shares43.1K
Event2026-03-31
Filed2026-05-15
JPM
-6.70%JPMORGAN CHASE & CO
Shares39.3K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
1.37%BROADCOM INC
Shares37.3K
Event2026-03-31
Filed2026-05-15
UBS
15.74%UBS GROUP AG
Shares285.2K
Event2026-03-31
Filed2026-05-15
RJF
NewRAYMOND JAMES FINANCIAL INC
Shares73.9K
Event2026-03-31
Filed2026-05-15
VEA
177.18%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares165.5K
Event2026-03-31
Filed2026-05-15
VTV
NewVANGUARD VALUE ETF
Shares53.9K
Event2026-03-31
Filed2026-05-15
VOE
200.03%VANGUARD MID-CAP VALUE ETF
Shares49.3K
Event2026-03-31
Filed2026-05-15
VST
12.22%VISTRA CORP
Shares59.0K
Event2026-03-31
Filed2026-05-15
IWB
0.00%ISHARES RUSSELL 1000 ETF
Shares24.6K
Event2026-03-31
Filed2026-05-15
APG
-2.47%API GROUP CORP
Shares212.8K
Event2026-03-31
Filed2026-05-15
IDXX
-0.22%IDEXX LABORATORIES INC
Shares15.0K
Event2026-03-31
Filed2026-05-15
COKE
-70.00%COCA-COLA CONSOLIDATED INC
Shares43.9K
Event2026-03-31
Filed2026-05-15
NVDA
18.33%NVIDIA CORP
Shares44.8K
Event2026-03-31
Filed2026-05-15
TDY
0.18%TELEDYNE TECHNOLOGIES INC
Shares12.8K
Event2026-03-31
Filed2026-05-15
VEU
NewVANGUARD FTSE ALL-WORLD EX-US ETF
Shares99.3K
Event2026-03-31
Filed2026-05-15
XYL
NewXYLEM INC
Shares62.3K
Event2026-03-31
Filed2026-05-15
RL
0.15%RALPH LAUREN CORP
Shares21.6K
Event2026-03-31
Filed2026-05-15
CLH
-57.19%CLEAN HARBORS INC
Shares24.4K
Event2026-03-31
Filed2026-05-15
ADI
-1.04%ANALOG DEVICES INC
Shares21.9K
Event2026-03-31
Filed2026-05-15
TJX
9.33%TJX COS INC
Shares42.9K
Event2026-03-31
Filed2026-05-15
KR
-46.52%KROGER CO
Shares93.3K
Event2026-03-31
Filed2026-05-15
CVX
-47.66%CHEVRON CORP
Shares32.3K
Event2026-03-31
Filed2026-05-15
WRBY
-0.51%WARBY PARKER INC
Shares316.4K
Event2026-03-31
Filed2026-05-15
TSM
28.09%TAIWAN SEMICONDUCTOR MANUFACTURING LTD
Shares19.1K
Event2026-03-31
Filed2026-05-15
TTC
-28.53%TORO CO
Shares65.7K
Event2026-03-31
Filed2026-05-15
FTAI AVIATION LTD
-15.18%FTAI AVIATION LTD
Shares24.3K
Event2026-03-31
Filed2026-05-15
VBR
192.98%VANGUARD SMALL-CAP VALUE ETF
Shares26.3K
Event2026-03-31
Filed2026-05-15
LLY
-40.67%ELI LILLY & CO
Shares6.0K
Event2026-03-31
Filed2026-05-15
EME
44.35%EMCOR GROUP INC
Shares7.4K
Event2026-03-31
Filed2026-05-15
LAM RESEARCH CORP
175.27%LAM RESEARCH CORP
Shares25.4K
Event2026-03-31
Filed2026-05-15
SKWD
-36.52%SKYWARD SPECIALTY INSURANCE GROUP
Shares121.9K
Event2026-03-31
Filed2026-05-15
CET
0.00%CENTRAL SECURITIES CORP
Shares107.2K
Event2026-03-31
Filed2026-05-15
HUBBELL INC
12.63%HUBBELL INC
Shares10.7K
Event2026-03-31
Filed2026-05-15
TSCO
-2.79%TRACTOR SUPPLY CO
Shares114.9K
Event2026-03-31
Filed2026-05-15
AN
NewAUTONATION INC
Shares26.1K
Event2026-03-31
Filed2026-05-15
JNJ
-48.19%JOHNSON & JOHNSON
Shares20.8K
Event2026-03-31
Filed2026-05-15
WMT
-3.86%WALMART INC
Shares40.1K
Event2026-03-31
Filed2026-05-15
CW
-0.04%CURTISS-WRIGHT CORP
Shares7.3K
Event2026-03-31
Filed2026-05-15
XOM
-5.59%EXXON MOBIL CORP
Shares26.8K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
-10.02%BLACKROCK INC
Shares4.7K
Event2026-03-31
Filed2026-05-15
DOCS
35.42%DOXIMITY INC
Shares184.3K
Event2026-03-31
Filed2026-05-15
BJ
-16.38%BJ'S WHOLESALE CLUB HOLDINGS INC
Shares43.6K
Event2026-03-31
Filed2026-05-15
ATLANTA BRAVES HOLDINGS INC
199.25%ATLANTA BRAVES HOLDINGS INC
Shares100.3K
Event2026-03-31
Filed2026-05-15
VRSK
1367.37%VERISK ANALYTICS INC
Shares22.3K
Event2026-03-31
Filed2026-05-15
VBK
NewVANGUARD SMALL-CAP GROWTH ETF
Shares14.0K
Event2026-03-31
Filed2026-05-15
IWD
1296.74%ISHARES RUSSELL 1000 VALUE ETF
Shares19.7K
Event2026-03-31
Filed2026-05-15
UNP
-38.20%UNION PACIFIC CORP
Shares16.7K
Event2026-03-31
Filed2026-05-15
ABBV
8.74%ABBVIE INC
Shares17.9K
Event2026-03-31
Filed2026-05-15
VT
410.32%VANGUARD TOTAL WORLD STOCK ETF
Shares28.0K
Event2026-03-31
Filed2026-05-15
VANGUARD S&P 500 ETF
267.81%VANGUARD S&P 500 ETF
Shares6.4K
Event2026-03-31
Filed2026-05-15
ALGER 35 ETF
29.43%ALGER 35 ETF
Shares120.9K
Event2026-03-31
Filed2026-05-15
VB
NewVANGUARD SMALL-CAP ETF
Shares13.8K
Event2026-03-31
Filed2026-05-15
FERGUSON ENTERPRISES INC
NewFERGUSON ENTERPRISES INC
Shares15.2K
Event2026-03-31
Filed2026-05-15
VXUS
660.44%VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF
Shares44.7K
Event2026-03-31
Filed2026-05-15
HAS
-27.46%HASBRO INC
Shares36.8K
Event2026-03-31
Filed2026-05-15
ADP
6.18%AUTOMATIC DATA PROCESSING INC
Shares16.7K
Event2026-03-31
Filed2026-05-15
EMR
224.40%EMERSON ELECTRIC CO
Shares25.4K
Event2026-03-31
Filed2026-05-15
VO
1433.91%VANGUARD MID-CAP ETF
Shares11.6K
Event2026-03-31
Filed2026-05-15
LULU
57.25%LULULEMON ATHLETICA INC
Shares21.5K
Event2026-03-31
Filed2026-05-15
EFA
351.08%ISHARES MSCI EAFE ETF
Shares33.1K
Event2026-03-31
Filed2026-05-15
SYK
181.06%STRYKER CORP
Shares9.6K
Event2026-03-31
Filed2026-05-15
IWF
508.81%ISHARES RUSSELL 1000 GROWTH ETF
Shares7.4K
Event2026-03-31
Filed2026-05-15
LINDE PLC
8.83%LINDE PLC
Shares6.3K
Event2026-03-31
Filed2026-05-15
KO
30.68%COCA COLA CO
Shares41.0K
Event2026-03-31
Filed2026-05-15
INVESCO S&P 500 EQUAL WEIGHT ETF
28.12%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares16.1K
Event2026-03-31
Filed2026-05-15
INTU
57.03%INTUIT INC
Shares7.0K
Event2026-03-31
Filed2026-05-15
EWJ
NewISHARES MSCI JAPAN ETF
Shares32.5K
Event2026-03-31
Filed2026-05-15
WFC-PL
6.59%WELLS FARGO CO PERP CONV PFD A
Shares2.3K
Event2026-03-31
Filed2026-05-15
TLN
NewTALEN ENERGY CORP
Shares8.1K
Event2026-03-31
Filed2026-05-15
SBUX
-38.23%STARBUCKS CORP
Shares28.7K
Event2026-03-31
Filed2026-05-15
ABT
2.70%ABBOTT LABORATORIES
Shares25.0K
Event2026-03-31
Filed2026-05-15
TE CONNECTIVITY PLC
NewTE CONNECTIVITY PLC
Shares12.1K
Event2026-03-31
Filed2026-05-15
QQQI
NewNEOS NASDAQ-100 HIGH INCOME ETF
Shares50.2K
Event2026-03-31
Filed2026-05-15
VOT
NewVANGUARD MID-CAP GROWTH ETF
Shares9.5K
Event2026-03-31
Filed2026-05-15
LAD
238.53%LITHIA MOTORS INC
Shares9.7K
Event2026-03-31
Filed2026-05-15
PG
34.71%PROCTER & GAMBLE CO
Shares16.3K
Event2026-03-31
Filed2026-05-15
NEE
67.08%NEXTERA ENERGY INC
Shares25.2K
Event2026-03-31
Filed2026-05-15
SPGI
26.15%S&P GLOBAL INC
Shares5.4K
Event2026-03-31
Filed2026-05-15
UNH
-13.39%UNITEDHEALTH GROUP INC
Shares8.3K
Event2026-03-31
Filed2026-05-15
NVT
10.43%NVENT ELECTRIC PLC
Shares18.5K
Event2026-03-31
Filed2026-05-15
PEP
51.44%PEPSICO INC
Shares14.0K
Event2026-03-31
Filed2026-05-15
AMAT
-1.82%APPLIED MATERIALS INC
Shares6.4K
Event2026-03-31
Filed2026-05-15
VGSH
NewVANGUARD SHORT-TERM TREASURY ETF
Shares36.9K
Event2026-03-31
Filed2026-05-15
SMFG
NewSUMITOMO MITSUI FINANCIAL GROUP INC
Shares108.4K
Event2026-03-31
Filed2026-05-15
RTX
-69.43%RTX CORP
Shares11.0K
Event2026-03-31
Filed2026-05-15
LOW
102.61%LOWE'S COS INC
Shares8.9K
Event2026-03-31
Filed2026-05-15
VWO
74.25%VANGUARD FTSE EMERGING MARKETS ETF
Shares38.5K
Event2026-03-31
Filed2026-05-15
IJH
589.06%ISHARES CORE S&P MID-CAP ETF
Shares30.6K
Event2026-03-31
Filed2026-05-15
ACWI
30.74%ISHARES MSCI ACWI ETF
Shares14.7K
Event2026-03-31
Filed2026-05-15
USMV
0.00%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares21.5K
Event2026-03-31
Filed2026-05-15
XLU
0.00%SELECT SECTOR SPDR UTILITIES
Shares43.0K
Event2026-03-31
Filed2026-05-15
NOW
189.66%SERVICENOW INC
Shares18.3K
Event2026-03-31
Filed2026-05-15
FLS
0.77%FLOWSERVE CORP
Shares24.9K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TRUST SERIES 1
430.47%INVESCO QQQ TRUST SERIES 1
Shares3.0K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
-5.84%MERCK & CO INC
Shares14.2K
Event2026-03-31
Filed2026-05-15
AMP
-0.94%AMERIPRISE FINANCIAL INC
Shares3.8K
Event2026-03-31
Filed2026-05-15
PLTR
-0.99%PALANTIR TECHNOLOGIES INC
Shares10.8K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC
80.71%ACCENTURE PLC
Shares7.2K
Event2026-03-31
Filed2026-05-15
APP
0.00%APPLOVIN CORP
Shares3.6K
Event2026-03-31
Filed2026-05-15
IVV
92.90%ISHARES CORE S&P 500 ETF
Shares2.1K
Event2026-03-31
Filed2026-05-15
MMC
54.00%MARSH & MCLENNAN COS INC
Shares7.7K
Event2026-03-31
Filed2026-05-15
BAC
-68.50%BANK OF AMERICA CORP
Shares27.3K
Event2026-03-31
Filed2026-05-15
AMGN
9.70%AMGEN INC
Shares3.7K
Event2026-03-31
Filed2026-05-15
FAST
0.00%FASTENAL CO
Shares27.4K
Event2026-03-31
Filed2026-05-15
XLF
0.00%SELECT SECTOR SPDR FINANCIAL
Shares23.7K
Event2026-03-31
Filed2026-05-15
ORCL
-14.62%ORACLE CORP
Shares7.9K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
-19.57%GENERAL DYNAMICS CORP
Shares3.4K
Event2026-03-31
Filed2026-05-15
IVW
9.99%ISHARES S&P 500 GROWTH ETF
Shares10.2K
Event2026-03-31
Filed2026-05-15
DSI
NewISHARES ESG MSCI KLD 400 ETF
Shares9.2K
Event2026-03-31
Filed2026-05-15
LMT
0.55%LOCKHEED MARTIN CORP
Shares1.8K
Event2026-03-31
Filed2026-05-15
WFC
0.20%WELLS FARGO & CO
Shares13.8K
Event2026-03-31
Filed2026-05-15
SUB
NewISHARES SHORT-TERM NATIONAL MUNI ETF
Shares10.1K
Event2026-03-31
Filed2026-05-15
EEM
NewISHARES MSCI EMERGING MARKETS ETF
Shares18.9K
Event2026-03-31
Filed2026-05-15
HON
-44.07%HONEYWELL INTERNATIONAL INC
Shares4.6K
Event2026-03-31
Filed2026-05-15
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares5.3K
Event2026-03-31
Filed2026-05-15
BRC
NewBRADY CORP
Shares12.5K
Event2026-03-31
Filed2026-05-15
VV
NewVANGUARD LARGE-CAP ETF
Shares3.3K
Event2026-03-31
Filed2026-05-15
NFLX
-99.13%NETFLIX INC
Shares10.2K
Event2026-03-31
Filed2026-05-15
JEPI
NewJPMORGAN EQUITY PREMIUM INCOME ETF
Shares16.8K
Event2026-03-31
Filed2026-05-15
CANADIAN PACIFIC KANSAS CITY LTD
-2.38%CANADIAN PACIFIC KANSAS CITY LTD
Shares11.7K
Event2026-03-31
Filed2026-05-15
IJK
1.39%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares9.1K
Event2026-03-31
Filed2026-05-15
PNC
0.00%PNC FINANCIAL SERVICES GROUP INC
Shares4.3K
Event2026-03-31
Filed2026-05-15
EFV
0.00%ISHARES MSCI EAFE VALUE ETF
Shares11.9K
Event2026-03-31
Filed2026-05-15
CSX
67.42%CSX CORP
Shares21.3K
Event2026-03-31
Filed2026-05-15
ECL
162.13%ECOLAB INC
Shares3.3K
Event2026-03-31
Filed2026-05-15
CAT
-89.01%CATERPILLAR INC
Shares1.2K
Event2026-03-31
Filed2026-05-15
SPYI
NewNEOS S&P 500 HIGH INCOME ETF
Shares17.2K
Event2026-03-31
Filed2026-05-15
MINIMED GROUP INC
NewMINIMED GROUP INC
Shares55.5K
Event2026-03-31
Filed2026-05-15
VTEB
-19.05%VANGUARD TAX-EXEMPT BOND INDEX ETF
Shares16.5K
Event2026-03-31
Filed2026-05-15
COP
50.01%CONOCOPHILLIPS
Shares6.2K
Event2026-03-31
Filed2026-05-15
HBAN
10.59%HUNTINGTON BANCSHARES INC
Shares51.7K
Event2026-03-31
Filed2026-05-15
PM
-36.33%PHILIP MORRIS INTERNATIONAL INC
Shares4.9K
Event2026-03-31
Filed2026-05-15
CSCO
-4.97%CISCO SYSTEMS INC
Shares10.3K
Event2026-03-31
Filed2026-05-15
URI
-61.75%UNITED RENTALS INC
Shares1.1K
Event2026-03-31
Filed2026-05-15
FVD
0.00%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares15.8K
Event2026-03-31
Filed2026-05-15
YUM
-1.32%YUM! BRANDS INC
Shares4.7K
Event2026-03-31
Filed2026-05-15
NSC
-15.05%NORFOLK SOUTHERN CORP
Shares2.5K
Event2026-03-31
Filed2026-05-15
SCHO
0.00%SCHWAB SHORT-TERM U.S. TREASURY ETF
Shares29.9K
Event2026-03-31
Filed2026-05-15
ISRG
3.31%INTUITIVE SURGICAL INC
Shares1.6K
Event2026-03-31
Filed2026-05-15
IVE
3.64%ISHARES S&P 500 VALUE ETF
Shares3.3K
Event2026-03-31
Filed2026-05-15
CRM
93.43%SALESFORCE INC
Shares3.7K
Event2026-03-31
Filed2026-05-15
PSX
NewPHILLIPS 66
Shares3.7K
Event2026-03-31
Filed2026-05-15
HWM
-59.87%HOWMET AEROSPACE INC
Shares2.9K
Event2026-03-31
Filed2026-05-15
VNQ
-11.08%VANGUARD REAL ESTATE ETF
Shares7.4K
Event2026-03-31
Filed2026-05-15
IEFA
6.52%ISHARES CORE MSCI EAFE ETF
Shares7.2K
Event2026-03-31
Filed2026-05-15
DGRO
-13.60%ISHARES CORE DIVIDEND GROWTH ETF
Shares9.2K
Event2026-03-31
Filed2026-05-15
TFC
-22.94%TRUIST FINANCIAL CORP
Shares13.9K
Event2026-03-31
Filed2026-05-15
DHR
NewDANAHER CORP
Shares3.3K
Event2026-03-31
Filed2026-05-15
TWLO
0.00%TWILIO INC
Shares4.9K
Event2026-03-31
Filed2026-05-15
ITW
-64.10%ILLINOIS TOOL WORKS INC
Shares2.3K
Event2026-03-31
Filed2026-05-15
CNI
NewCANADIAN NATIONAL RAILWAY CO
Shares5.8K
Event2026-03-31
Filed2026-05-15
CEG
NewCONSTELLATION ENERGY CORP
Shares2.1K
Event2026-03-31
Filed2026-05-15
HCA
0.00%HCA HEALTHCARE INC
Shares1.2K
Event2026-03-31
Filed2026-05-15
SMH
0.00%VANECK SEMICONDUCTOR ETF
Shares1.5K
Event2026-03-31
Filed2026-05-15
USB
-37.26%US BANCORP
Shares11.2K
Event2026-03-31
Filed2026-05-15
ROP
21.39%ROPER TECHNOLOGIES INC
Shares1.6K
Event2026-03-31
Filed2026-05-15
MCHP
NewMICROCHIP TECHNOLOGY INC
Shares8.8K
Event2026-03-31
Filed2026-05-15
VRT
0.00%VERTIV HOLDINGS CO
Shares2.1K
Event2026-03-31
Filed2026-05-15
NOC
NewNORTHROP GRUMMAN CORP
Shares763
Event2026-03-31
Filed2026-05-15
VGK
0.00%VANGUARD FTSE EUROPE ETF
Shares6.2K
Event2026-03-31
Filed2026-05-15
IWM
0.00%ISHARES RUSSELL 2000 ETF
Shares2.0K
Event2026-03-31
Filed2026-05-15
DOV
0.00%DOVER CORP
Shares2.4K
Event2026-03-31
Filed2026-05-15
APD
69.90%AIR PRODUCTS AND CHEMICALS INC
Shares1.7K
Event2026-03-31
Filed2026-05-15
TSLA
0.00%TESLA INC
Shares1.3K
Event2026-03-31
Filed2026-05-15
BMY
-20.92%BRISTOL-MYERS SQUIBB CO
Shares7.6K
Event2026-03-31
Filed2026-05-15
BRO
-99.16%BROWN & BROWN INC
Shares7.0K
Event2026-03-31
Filed2026-05-15
QCOM
-66.57%QUALCOMM INC
Shares3.5K
Event2026-03-31
Filed2026-05-15
CME
0.74%CME GROUP INC
Shares1.5K
Event2026-03-31
Filed2026-05-15
IQV
NewIQVIA HOLDINGS INC
Shares2.6K
Event2026-03-31
Filed2026-05-15
HLT
-39.95%HILTON WORLDWIDE HOLDINGS INC
Shares1.4K
Event2026-03-31
Filed2026-05-15
DIS
-63.38%WALT DISNEY CO
Shares4.4K
Event2026-03-31
Filed2026-05-15
CB
-55.44%CHUBB LTD
Shares1.2K
Event2026-03-31
Filed2026-05-15
RPV
53.69%INVESCO S&P 500 PURE VALUE ETF
Shares3.7K
Event2026-03-31
Filed2026-05-15
DGX
NewQUEST DIAGNOSTICS INC
Shares2.0K
Event2026-03-31
Filed2026-05-15
MDLZ
NewMONDELEZ INTERNATIONAL INC
Shares6.8K
Event2026-03-31
Filed2026-05-15
NOBL
0.00%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares3.5K
Event2026-03-31
Filed2026-05-15
CIEN
NewCIENA CORP
Shares966
Event2026-03-31
Filed2026-05-15
FTLS
0.00%FIRST TRUST LONG/SHORT EQUITY
Shares5.2K
Event2026-03-31
Filed2026-05-15
IJR
1.17%ISHARES CORE S&P SMALL-CAP ETF
Shares2.9K
Event2026-03-31
Filed2026-05-15
ROST
-4.93%ROSS STORES INC
Shares1.7K
Event2026-03-31
Filed2026-05-15
TRMB
0.00%TRIMBLE INC
Shares5.6K
Event2026-03-31
Filed2026-05-15
AON PLC
-59.57%AON PLC
Shares1.1K
Event2026-03-31
Filed2026-05-15
ATI
NewATI INC
Shares2.5K
Event2026-03-31
Filed2026-05-15
INVESCO S&P 500 PURE GROWTH ETF
0.00%INVESCO S&P 500 PURE GROWTH ETF
Shares7.5K
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC
25.20%ARISTA NETWORKS INC
Shares2.9K
Event2026-03-31
Filed2026-05-15
ZTS
-2.08%ZOETIS INC
Shares3.0K
Event2026-03-31
Filed2026-05-15
TRFM
63.02%AAM TRANSFORMERS ETF
Shares7.5K
Event2026-03-31
Filed2026-05-15
JVAL
0.00%JPMORGAN US VALUE FACTOR ETF
Shares7.1K
Event2026-03-31
Filed2026-05-15
IQLT
-2.65%ISHARES MSCI INTL QUALTY FACTOR ETF
Shares7.5K
Event2026-03-31
Filed2026-05-15
NVS
-56.29%NOVARTIS AG
Shares2.3K
Event2026-03-31
Filed2026-05-15
MLM
-96.89%MARTIN MARIETTA MATERIALS INC
Shares581
Event2026-03-31
Filed2026-05-15
SBR
0.00%SABINE ROYALTY TRUST
Shares4.5K
Event2026-03-31
Filed2026-05-15
FIX
NewCOMFORT SYSTEMS USA INC
Shares247
Event2026-03-31
Filed2026-05-15
AME
-8.00%AMETEK INC
Shares1.6K
Event2026-03-31
Filed2026-05-15
ADBE
NewADOBE INC
Shares1.4K
Event2026-03-31
Filed2026-05-15
XLC
0.00%SELECT SECTOR SPDR COMMUNICATION SERVICES
Shares3.0K
Event2026-03-31
Filed2026-05-15
NDAQ
-25.54%NASDAQ INC
Shares3.9K
Event2026-03-31
Filed2026-05-15
ICE
-85.59%INTERCONTINENTAL EXCHANGE INC
Shares2.1K
Event2026-03-31
Filed2026-05-15
SCHW
-3.86%THE CHARLES SCHWAB CORP
Shares3.5K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TRUST
-61.12%ISHARES GOLD TRUST
Shares3.6K
Event2026-03-31
Filed2026-05-15
LH
0.26%LABCORP HOLDINGS INC
Shares1.2K
Event2026-03-31
Filed2026-05-15
DXJ
0.00%WISDOMTREE JAPAN HEDGED EQUITY
Shares2.0K
Event2026-03-31
Filed2026-05-15
COIN
60.02%COINBASE GLOBAL INC
Shares1.8K
Event2026-03-31
Filed2026-05-15
MSCI
7.36%MSCI INC
Shares569
Event2026-03-31
Filed2026-05-15
TGT
0.00%TARGET CORP
Shares2.5K
Event2026-03-31
Filed2026-05-15
ARES
NewARES MANAGEMENT CORP
Shares2.7K
Event2026-03-31
Filed2026-05-15
WCN
0.00%WASTE CONNECTIONS INC
Shares1.8K
Event2026-03-31
Filed2026-05-15
AMD
0.00%ADVANCED MICRO DEVICES INC
Shares1.5K
Event2026-03-31
Filed2026-05-15
GILD
0.00%GILEAD SCIENCES INC
Shares2.1K
Event2026-03-31
Filed2026-05-15
VGT
16.52%VANGUARD INFORMATION TECHNOLOGY ETF
Shares409
Event2026-03-31
Filed2026-05-15
CBOE
0.00%CBOE GLOBAL MARKETS INC
Shares1.0K
Event2026-03-31
Filed2026-05-15
CACI
0.79%CACI INTERNATIONAL INC
Shares508
Event2026-03-31
Filed2026-05-15
CRS
0.00%CARPENTER TECHNOLOGY CORP
Shares699
Event2026-03-31
Filed2026-05-15
PPG
0.00%PPG INDUSTRIES INC
Shares2.6K
Event2026-03-31
Filed2026-05-15
MSI
-52.34%MOTOROLA SOLUTIONS INC
Shares630
Event2026-03-31
Filed2026-05-15
ALL
NewALLSTATE CORP
Shares1.3K
Event2026-03-31
Filed2026-05-15
GS
0.00%GOLDMAN SACHS GROUP INC
Shares317
Event2026-03-31
Filed2026-05-15
CMI
1.02%CUMMINS INC
Shares497
Event2026-03-31
Filed2026-05-15
RS
0.81%RELIANCE INC
Shares867
Event2026-03-31
Filed2026-05-15
TRV
-90.87%TRAVELERS COMPANIES INC
Shares892
Event2026-03-31
Filed2026-05-15
IVOO
3.98%VANGUARD S&P MID-CAP 400 ETF
Shares2.3K
Event2026-03-31
Filed2026-05-15
VSGX
NewVANGUARD ESG INTERNATIONAL STOCK ETF
Shares3.6K
Event2026-03-31
Filed2026-05-15
CL
-60.63%COLGATE-PALMOLIVE CO
Shares3.0K
Event2026-03-31
Filed2026-05-15
RUSHA
1.11%RUSH ENTERPRISES INC
Shares3.8K
Event2026-03-31
Filed2026-05-15
PFE
NewPFIZER INC
Shares8.7K
Event2026-03-31
Filed2026-05-15
HIG
1.40%HARTFORD INSURANCE GROUP INC
Shares1.7K
Event2026-03-31
Filed2026-05-15
IYF
4.26%ISHARES U.S. FINANCIALS ETF
Shares2.0K
Event2026-03-31
Filed2026-05-15
FI
0.00%FISERV INC
Shares4.1K
Event2026-03-31
Filed2026-05-15
VIG
NewVANGUARD DIVIDEND APPRECIATION ETF
Shares1.1K
Event2026-03-31
Filed2026-05-15
GLD
-90.75%SPDR GOLD SHARES
Shares530
Event2026-03-31
Filed2026-05-15
DOCU
-32.12%DOCUSIGN INC
Shares4.5K
Event2026-03-31
Filed2026-05-15
MMM
-29.89%3M CO
Shares1.5K
Event2026-03-31
Filed2026-05-15
VLUE
0.00%ISHARES MSCI USA VALUE FACTOR ETF
Shares1.5K
Event2026-03-31
Filed2026-05-15
CDW
-42.63%CDW CORP
Shares1.8K
Event2026-03-31
Filed2026-05-15
NET
NewCLOUDFLARE INC
Shares1.0K
Event2026-03-31
Filed2026-05-15
TT
NewTRANE TECHNOLOGIES PLC
Shares492
Event2026-03-31
Filed2026-05-15
NMFC
-40.52%NEW MOUNTAIN FINANCE CORP
Shares22.0K
Event2026-03-31
Filed2026-05-15
ATEC
0.00%ALPHATEC HOLDINGS INC
Shares10.3K
Event2026-03-31
Filed2026-05-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available