Sponsored

The Analysis of Choate Investment Advisors's Holdings & P&L

Currently, Choate Investment Advisors holds 438 types of securities in its portfolio with a total value $5.1B. In the most recent quarter, they have increased their positions in IEMG (+2.8M shares, valued at $194.0M), IVV (+133.8K shares, valued at $87.4M), GVI (+107.7K shares, valued at $11.5M); decreased their positions in OAKM (-2.9M shares, valued at $80.8M), MUB (-447.8K shares, valued at $47.5M), HD (-15.5K shares, valued at $5.1M); initiated new positions in IGV (+96.5K shares, valued at $7.7M), CEFA (+203.1K shares, valued at $7.5M), ACWV (+49.3K shares, valued at $5.9M).

1M P&L

+112.9M+2.32%

3M P&L

+125.0M+2.57%

HY P&L

+286.7M+6.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A3.1B

64.4%

2Semiconductors175.9M

3.7%

3Software - Infrastructure173.6M

3.7%

Top Industries by Stock Count

1N/A119 stocks

29.5%

2Software - Application16 stocks

4.0%

3Software - Infrastructure12 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR2.6M shares5.48%2026-03-312026-05-13

GVI ISHARES TR2.2M shares5.13%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F3.1M shares4.32%2026-03-312026-05-13

IEMG ISHARES INC2.8M shares7363.10%2026-03-312026-05-13

OAKM HARRIS OAKMARK ETF TRUST6.1M shares-32.48%2026-03-312026-05-13

AAPL APPLE INC624.3K shares0.14%2026-03-312026-05-13

SPYX SPDR SERIES TRUST2.4M shares-0.15%2026-03-312026-05-13

MSFT MICROSOFT CORP324.7K shares-0.21%2026-03-312026-05-13

Sponsored

NVDA NVIDIA CORPORATION641.7K shares-0.67%2026-03-312026-05-13

AMZN AMAZON COM INC473.4K shares-0.20%2026-03-312026-05-13

ALPHABET INC ALPHABET INC297.2K shares-0.87%2026-03-312026-05-13

MUB ISHARES TR717.8K shares-38.42%2026-03-312026-05-13

ALPHABET INC ALPHABET INC219.4K shares-1.23%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T92.2K shares-0.45%2026-03-312026-05-13

VTI VANGUARD INDEX FDS170.0K shares0.65%2026-03-312026-05-13

WMT WALMART INC416.0K shares-3.63%2026-03-312026-05-13

Sponsored

JPM JPMORGAN CHASE & CO160.8K shares15.29%2026-03-312026-05-13

LLY ELI LILLY & CO50.8K shares5.40%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON187.6K shares-3.87%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC133.5K shares-3.81%2026-03-312026-05-13

HD HOME DEPOT INC131.9K shares-10.51%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS622.7K shares9.30%2026-03-312026-05-13

TJX TJX COS INC NEW249.0K shares-9.59%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL67.6K shares1.12%2026-03-312026-05-13

Sponsored

V VISA INC105.6K shares-0.13%2026-03-312026-05-13

ABT ABBOTT LABORATORIES304.2K shares-0.57%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS45.6K shares1.26%2026-03-312026-05-13

MA MASTERCARD INCORPORATED54.4K shares-0.29%2026-03-312026-05-13

META META PLATFORMS INC46.3K shares8.38%2026-03-312026-05-13

BROADCOM INC BROADCOM INC73.6K shares41.37%2026-03-312026-05-13

VXUS VANGUARD STAR FDS286.9K shares-0.59%2026-03-312026-05-13

PG PROCTER & GAMBLE CO150.1K shares-6.12%2026-03-312026-05-13

Sponsored

XOM EXXON MOBIL CORP125.4K shares1.65%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC121.9K shares0.07%2026-03-312026-05-13

LINDE PLC LINDE PLC41.8K shares3.48%2026-03-312026-05-13

WCN WASTE CONNECTIONS INC105.9K shares-2.50%2026-03-312026-05-13

ABBV ABBVIE INC74.7K shares4.60%2026-03-312026-05-13

IWF ISHARES TR38.1K shares-2.90%2026-03-312026-05-13

PWR QUANTA SVCS INC29.5K shares1.74%2026-03-312026-05-13

GLD SPDR GOLD TR37.1K shares-5.61%2026-03-312026-05-13

Sponsored

PEP PEPSICO INC102.1K shares-2.24%2026-03-312026-05-13

KO COCA COLA CO199.7K shares15.49%2026-03-312026-05-13

ETFS GOLD TR ETFS GOLD TR337.6K shares-2.52%2026-03-312026-05-13

MSCI MSCI INC26.7K shares-3.90%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR24.8K shares0.00%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO47.3K shares-0.27%2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC3.4K shares4.11%2026-03-312026-05-13

MGC VANGUARD WORLD FD58.1K shares0.00%2026-03-312026-05-13

Sponsored

VT VANGUARD INTL EQUITY INDEX F98.7K shares10.70%2026-03-312026-05-13

CNI CANADIAN NATL RY CO127.1K shares-2.42%2026-03-312026-05-13

CATH GLOBAL X FDS163.9K shares794.11%2026-03-312026-05-13

PGR PROGRESSIVE CORP64.1K shares1.46%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC102.0K shares3.56%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL16 shares0.00%2026-03-312026-05-13

ADBE ADOBE INC46.2K shares-12.90%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC152.3K shares67.17%2026-03-312026-05-13

Sponsored

VIG VANGUARD SPECIALIZED FUNDS49.3K shares-2.58%2026-03-312026-05-13

NFLX NETFLIX INC.106.4K shares172.77%2026-03-312026-05-13

EMR EMERSON ELEC CO76.7K shares-2.82%2026-03-312026-05-13

IJH ISHARES TR146.6K shares-0.29%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN46.9K shares-1.69%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION9.6K shares-8.34%2026-03-312026-05-13

VMC VULCAN MATLS CO33.1K shares15.16%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L231.9K shares-12.80%2026-03-312026-05-13

Sponsored

AMAT APPLIED MATLS INC25.5K shares1.59%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T43.2K shares-11.18%2026-03-312026-05-13

DHR DANAHER CORP DEL43.0K shares0.98%2026-03-312026-05-13

CSCO CISCO SYS INC103.9K shares0.85%2026-03-312026-05-13

ECL ECOLAB INC29.5K shares-8.60%2026-03-312026-05-13

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY98.8K shares0.46%2026-03-312026-05-13

EW EDWARDS LIFESCIENCES CORP97.1K shares-10.07%2026-03-312026-05-13

DIS DISNEY WALT CO80.4K shares0.92%2026-03-312026-05-13

Sponsored

IGV ISHARES TR96.5K sharesnew addition2026-03-312026-05-13

CEFA GLOBAL X FDS203.1K sharesnew addition2026-03-312026-05-13

COP CONOCOPHILLIPS52.9K shares-10.36%2026-03-312026-05-13

MCD MCDONALDS CORP22.3K shares-4.20%2026-03-312026-05-13

RTX RTX CORPORATION35.0K shares15.66%2026-03-312026-05-13

CAT CATERPILLAR INC9.4K shares0.92%2026-03-312026-05-13

BILS SPDR SERIES TRUST67.0K shares-13.55%2026-03-312026-05-13

USMV ISHARES TR65.9K shares9.09%2026-03-312026-05-13

Sponsored

CVX CHEVRON CORPORATION29.1K shares-15.69%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE21.2K shares-0.95%2026-03-312026-05-13

ACWV ISHARES INC49.3K sharesnew addition2026-03-312026-05-13

NEM NEWMONT CORP53.9K shares5.87%2026-03-312026-05-13

AMP AMERIPRISE FINL INC13.0K shares-1.89%2026-03-312026-05-13

EFA ISHARES TR53.7K shares8.96%2026-03-312026-05-13

AMGN AMGEN INC14.5K shares-0.82%2026-03-312026-05-13

VUG VANGUARD INDEX FDS11.6K shares-6.03%2026-03-312026-05-13

Sponsored

SPGI S&P GLOBAL INC11.8K shares-7.35%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC10.2K shares-1.36%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS20.1K shares2.91%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR53.4K shares35.82%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR32.1K shares-3.18%2026-03-312026-05-13

TSLA TESLA INC12.6K shares-6.19%2026-03-312026-05-13

NVS NOVARTIS AG30.5K shares-2.10%2026-03-312026-05-13

GEV GE VERNOVA INC5.2K shares-0.06%2026-03-312026-05-13

Sponsored

IEFA ISHARES TR50.3K shares13.09%2026-03-312026-05-13

ORCL ORACLE CORP30.3K shares25.58%2026-03-312026-05-13

CB CHUBB LTD SWITZ13.7K shares-1.23%2026-03-312026-05-13

HLT HILTON WORLDWIDE HLDGS INC13.4K shares-3.02%2026-03-312026-05-13

PFE PFIZER INC144.0K shares-1.96%2026-03-312026-05-13

ADI ANALOG DEVICES INC12.7K shares-8.66%2026-03-312026-05-13

UNP UNION PAC CORP16.3K shares10.03%2026-03-312026-05-13

NEE NEXTERA ENERGY INC42.7K shares-0.55%2026-03-312026-05-13

Sponsored

ATR APTARGROUP INC30.8K shares-24.29%2026-03-312026-05-13

MS MORGAN STANLEY23.5K shares19.59%2026-03-312026-05-13

AFL AFLAC INC35.3K shares-1.56%2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR23.9K shares-1.41%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS25.5K shares0.00%2026-03-312026-05-13

LOW LOWES COS INC16.0K shares-0.46%2026-03-312026-05-13

ALC ALCON AG49.5K shares-28.23%2026-03-312026-05-13

SYK STRYKER CORPORATION11.3K shares0.02%2026-03-312026-05-13

Sponsored

BAC BANK AMERICA CORP74.5K shares16.80%2026-03-312026-05-13

MMM 3M CO24.9K shares-6.79%2026-03-312026-05-13

ITOT ISHARES TR25.2K shares0.00%2026-03-312026-05-13

GIS GENERAL MILLS INC94.3K shares-0.95%2026-03-312026-05-13

DE DEERE & CO6.1K shares15.76%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC3.9K shares2.51%2026-03-312026-05-13

VBR VANGUARD INDEX FDS15.1K shares0.00%2026-03-312026-05-13

INTC INTEL CORP73.3K shares3.37%2026-03-312026-05-13

Sponsored

TYL TYLER TECHNOLOGIES INC9.4K shares-7.36%2026-03-312026-05-13

WFC WELLS FARGO & CO40.3K shares0.66%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP34.1K shares0.22%2026-03-312026-05-13

BP BP PLC67.7K shares2.22%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR103.0K shares0.00%2026-03-312026-05-13

MPC MARATHON PETE CORP12.9K shares8.64%2026-03-312026-05-13

SUB ISHARES TR28.8K shares0.00%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC11.5K shares-1.58%2026-03-312026-05-13

Sponsored

IVW ISHARES TR26.4K shares-8.43%2026-03-312026-05-13

EOG EOG RES INC19.6K shares-28.93%2026-03-312026-05-13

VB VANGUARD INDEX FDS10.7K shares135.98%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO46.1K shares2.93%2026-03-312026-05-13

VHT VANGUARD WORLD FD10.0K shares0.00%2026-03-312026-05-13

ODFL OLD DOMINION FREIGHT LINE IN13.6K shares1.70%2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC9.1K shares-0.36%2026-03-312026-05-13

SGOV ISHARES TR26.1K shares-9.63%2026-03-312026-05-13

Sponsored

VXF VANGUARD INDEX FDS12.7K shares-2.00%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC16.2K shares-5.20%2026-03-312026-05-13

IBB ISHARES TR15.4K shares0.00%2026-03-312026-05-13

CTVA CORTEVA INC30.9K shares1.41%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP12.1K shares-7.35%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC29.8K shares0.65%2026-03-312026-05-13

GLDM WORLD GOLD TR27.6K shares-9.58%2026-03-312026-05-13

WMB WILLIAMS COS INC34.9K shares0.47%2026-03-312026-05-13

Sponsored

HON HONEYWELL INTL INC11.2K shares1.74%2026-03-312026-05-13

IAUM ISHARES GOLD TR53.7K shares25.95%2026-03-312026-05-13

ILMN ILLUMINA INC19.4K shares-0.32%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC2.4K shares1.54%2026-03-312026-05-13

FTNT FORTINET INC28.7K shares-1.45%2026-03-312026-05-13

CTSH COGNIZANT TECHNOLOGY SOLUTIO37.3K shares-5.55%2026-03-312026-05-13

VTV VANGUARD INDEX FDS11.6K shares1.49%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND11.3K shares-6.50%2026-03-312026-05-13

Sponsored

XLU SELECT SECTOR SPDR TR48.2K shares0.00%2026-03-312026-05-13

VO VANGUARD INDEX FDS7.7K shares-5.18%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I7.5K shares0.23%2026-03-312026-05-13

USHY ISHARES TR56.9K shares20.18%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC18.5K shares101.14%2026-03-312026-05-13

SEB SEABOARD CORP DEL361 shares213.91%2026-03-312026-05-13

QNITY ELECTRONICS INC QNITY ELECTRONICS INC17.6K shares-1.12%2026-03-312026-05-13

SHY ISHARES TR24.2K shares158.50%2026-03-312026-05-13

Sponsored

MTD METTLER TOLEDO INTERNATIONAL1.6K shares-2.76%2026-03-312026-05-13

MCK MCKESSON CORP2.3K shares-0.17%2026-03-312026-05-13

TXN TEXAS INSTRS INC10.2K shares2.28%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC7.3K shares1.43%2026-03-312026-05-13

VTES VANGUARD WELLINGTON FD19.1K shares7.16%2026-03-312026-05-13

IFF INTERNATIONAL FLAVORS&FRAGRA26.6K shares0.00%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO22.7K shares-5.25%2026-03-312026-05-13

THE CIGNA GROUP THE CIGNA GROUP7.2K shares2.89%2026-03-312026-05-13

Sponsored

DOV DOVER CORP9.3K shares16.01%2026-03-312026-05-13

IJR ISHARES TR15.5K shares-2.25%2026-03-312026-05-13

XHB SPDR SERIES TRUST19.5K shares0.00%2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC19.6K shares1.26%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP2.1K shares2.94%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS24.0K shares27.20%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC5.6K shares51.61%2026-03-312026-05-13

SLB SLB LIMITED36.7K shares1.26%2026-03-312026-05-13

Sponsored

ACWI ISHARES TR13.4K shares5.75%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC8.7K shares-2.64%2026-03-312026-05-13

VSGX VANGUARD WORLD FD25.3K shares155.87%2026-03-312026-05-13

VRTX VERTEX PHARMACEUTICALS INC3.9K shares-0.98%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC4.9K shares-0.27%2026-03-312026-05-13

KLAC KLA CORP1.1K shares8.11%2026-03-312026-05-13

ALL ALLSTATE CORP8.0K shares-14.05%2026-03-312026-05-13

VNT VONTIER CORPORATION45.8K shares-39.56%2026-03-312026-05-13

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC35.5K shares0.11%2026-03-312026-05-13

XBI SPDR SERIES TRUST12.5K shares0.00%2026-03-312026-05-13

PRGS PROGRESS SOFTWARE CORP61.9K shares0.00%2026-03-312026-05-13

IWR ISHARES TR16.2K shares-11.36%2026-03-312026-05-13

NTRS NORTHERN TR CORP11.3K shares-0.76%2026-03-312026-05-13

GSK PLC GSK PLC27.6K shares2.36%2026-03-312026-05-13

ASML ASML HLDG NV1.1K shares6.30%2026-03-312026-05-13

VGT VANGUARD WORLD FD2.2K shares0.00%2026-03-312026-05-13

Sponsored

IWM ISHARES TR6.0K shares-11.76%2026-03-312026-05-13

VOE VANGUARD INDEX FDS8.1K shares-7.97%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F27.4K shares121.00%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS16.5K shares1.28%2026-03-312026-05-13

VV VANGUARD INDEX FDS4.9K shares0.00%2026-03-312026-05-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.6K shares-4.67%2026-03-312026-05-13

IDXX IDEXX LABS INC2.4K shares1.41%2026-03-312026-05-13

BA BOEING CO6.7K shares0.21%2026-03-312026-05-13

Sponsored

ISRG INTUITIVE SURGICAL INC2.9K shares8.04%2026-03-312026-05-13

MGK VANGUARD WORLD FD3.6K shares0.00%2026-03-312026-05-13

CORPAY INC CORPAY INC4.5K shares-0.07%2026-03-312026-05-13

SYY SYSCO CORP18.1K shares-0.88%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR9.7K shares3.34%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC6.3K shares4.43%2026-03-312026-05-13

KKR & CO INC KKR & CO INC13.8K shares-1.43%2026-03-312026-05-13

XLP SELECT SECTOR SPDR TR15.4K shares0.00%2026-03-312026-05-13

Sponsored

IWB ISHARES TR3.5K shares0.00%2026-03-312026-05-13

KR KROGER CO17.2K shares-22.75%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 402.0K shares-2.14%2026-03-312026-05-13

IWD ISHARES TR5.8K shares0.00%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP6.7K shares2.83%2026-03-312026-05-13

YUM YUM BRANDS INC7.7K shares-1.91%2026-03-312026-05-13

VAW VANGUARD WORLD FD5.3K shares0.00%2026-03-312026-05-13

CMCSA COMCAST CORP NEW40.1K shares53.39%2026-03-312026-05-13

Sponsored

CRM SALESFORCE INC6.1K shares-9.28%2026-03-312026-05-13

ORLY OREILLY AUTOMOTIVE INC12.4K shares0.85%2026-03-312026-05-13

APH AMPHENOL CORP9.0K shares-1.01%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC9.9K shares-18.35%2026-03-312026-05-13

VCEB VANGUARD WORLD FD18.1K shares151.71%2026-03-312026-05-13

RNR RENAISSANCERE HLDGS LTD3.8K shares-3.58%2026-03-312026-05-13

EBAY EBAY INC.12.5K shares-0.61%2026-03-312026-05-13

INTU INTUIT2.6K shares2.28%2026-03-312026-05-13

Sponsored

IQLT ISHARES TR23.8K shares0.00%2026-03-312026-05-13

NUE NUCOR CORP6.5K shares18.17%2026-03-312026-05-13

AMT AMERICAN TOWER CORP6.3K shares-6.24%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC21.4K shares6.73%2026-03-312026-05-13

CARR CARRIER GLOBAL CORPORATION18.5K shares10.79%2026-03-312026-05-13

AZO AUTOZONE INC309 shares1.64%2026-03-312026-05-13

T AT&T INC35.5K shares5.94%2026-03-312026-05-13

TECH BIO-TECHNE CORP19.5K shares0.00%2026-03-312026-05-13

Sponsored

MAR MARRIOTT INTL INC NEW3.1K shares2.34%2026-03-312026-05-13

IWP ISHARES TR7.8K shares0.00%2026-03-312026-05-13

ROK ROCKWELL AUTOMATION INC2.8K shares0.18%2026-03-312026-05-13

TPL TEXAS PACIFIC LAND CORPORATI2.1K shares0.24%2026-03-312026-05-13

NVO NOVO-NORDISK A S26.7K shares-26.22%2026-03-312026-05-13

UNILEVER PLC UNILEVER PLC17.2K shares-0.64%2026-03-312026-05-13

WM WASTE MGMT INC DEL4.2K shares4.83%2026-03-312026-05-13

QCOM QUALCOMM INC7.5K shares-40.74%2026-03-312026-05-13

Sponsored

GLW CORNING INC7.0K shares-0.03%2026-03-312026-05-13

HEFA ISHARES TR22.1K shares0.00%2026-03-312026-05-13

VGK VANGUARD INTL EQUITY INDEX F11.3K shares-8.16%2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC4.7K sharesnew addition2026-03-312026-05-13

NOC NORTHROP GRUMMAN CORP1.3K shares0.60%2026-03-312026-05-13

IYW ISHARES TR5.0K shares0.00%2026-03-312026-05-13

SHEL SHELL PLC9.5K shares-4.71%2026-03-312026-05-13

BIL SPDR SERIES TRUST9.5K shares-45.58%2026-03-312026-05-13

Sponsored

VPU VANGUARD WORLD FD4.4K shares0.00%2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC2.5K shares6.38%2026-03-312026-05-13

VST VISTRA CORP5.6K shares-14.24%2026-03-312026-05-13

FI FISERV INC15.1K shares-60.04%2026-03-312026-05-13

DVY ISHARES TR5.5K shares0.00%2026-03-312026-05-13

PLD PROLOGIS INC.6.2K shares-0.29%2026-03-312026-05-13

IOT SAMSARA INC25.9K shares0.00%2026-03-312026-05-13

MCO MOODYS CORP1.9K shares-8.43%2026-03-312026-05-13

Sponsored

IBIT ISHARES BITCOIN TRUST ETF20.7K shares3.31%2026-03-312026-05-13

VDC VANGUARD WORLD FD3.5K shares0.00%2026-03-312026-05-13

HSY HERSHEY CO3.8K shares0.08%2026-03-312026-05-13

CSX CSX CORP18.8K shares2.86%2026-03-312026-05-13

NSC NORFOLK SOUTHN CORP2.7K shares-2.48%2026-03-312026-05-13

ROP ROPER TECHNOLOGIES INC2.1K shares-6.85%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC4.6K shares-7.50%2026-03-312026-05-13

PCAR PACCAR INC6.3K shares0.00%2026-03-312026-05-13

Sponsored

MO ALTRIA GROUP INC11.0K shares15.67%2026-03-312026-05-13

HOLX HOLOGIC INC9.6K shares-29.98%2026-03-312026-05-13

RSG REPUBLIC SVCS INC3.3K shares4.70%2026-03-312026-05-13

AWK AMERICAN WTR WKS CO INC NEW5.1K shares-6.64%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP2.5K shares4.06%2026-03-312026-05-13

VLO VALERO ENERGY CORP2.8K sharesnew addition2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP1.1K shares2.42%2026-03-312026-05-13

CMG CHIPOTLE MEXICAN GRILL INC21.5K shares-0.68%2026-03-312026-05-13

Sponsored

ADSK AUTODESK INC2.9K shares-13.55%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.9K shares-9.67%2026-03-312026-05-13

LIBERTY LIVE HOLDINGS INC LIBERTY LIVE HOLDINGS INC7.0K shares0.00%2026-03-312026-05-13

GL GLOBE LIFE INC4.7K shares0.00%2026-03-312026-05-13

IQV IQVIA HLDGS INC3.8K shares-62.93%2026-03-312026-05-13

NOW SERVICENOW INC6.2K shares6.42%2026-03-312026-05-13

WY WEYERHAEUSER CO26.1K shares8.90%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC10.8K shares2.73%2026-03-312026-05-13

Sponsored

AGG ISHARES TR6.4K shares-10.67%2026-03-312026-05-13

ARISTA NETWORKS INC ARISTA NETWORKS INC5.1K shares10.35%2026-03-312026-05-13

CVS CVS HEALTH CORP8.7K shares-10.26%2026-03-312026-05-13

TER TERADYNE INC2.1K shares-10.29%2026-03-312026-05-13

CLX CLOROX CO DEL5.9K shares-2.69%2026-03-312026-05-13

STZ CONSTELLATION BRANDS INC4.0K shares-4.32%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC1.4K shares17.66%2026-03-312026-05-13

ICE INTERCONTINENTAL EXCHANGE IN3.7K shares-4.54%2026-03-312026-05-13

Sponsored

XLC SELECT SECTOR SPDR TR5.2K shares0.00%2026-03-312026-05-13

EFG ISHARES TR5.1K shares0.00%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.0K shares0.00%2026-03-312026-05-13

NKE NIKE INC10.8K shares-13.74%2026-03-312026-05-13

GILD GILEAD SCIENCES INC4.0K shares8.79%2026-03-312026-05-13

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC23.6K shares0.00%2026-03-312026-05-13

TDG TRANSDIGM GROUP INC466 shares0.00%2026-03-312026-05-13

BHP BHP BILLITON LIMITED7.2K shares0.25%2026-03-312026-05-13

Sponsored

MDLZ MONDELEZ INTL INC9.1K shares-2.54%2026-03-312026-05-13

ILCB ISHARES TR5.7K shares0.00%2026-03-312026-05-13

FDN FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2026-03-312026-05-13

DIA STATE STR SPDR DOW JONES IND1.1K shares0.00%2026-03-312026-05-13

AJG GALLAGHER ARTHUR J & CO2.3K shares-0.26%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR9.8K shares-19.97%2026-03-312026-05-13

LMAT LEMAITRE VASCULAR INC4.4K shares-7.19%2026-03-312026-05-13

FAST FASTENAL CO10.3K shares-2.48%2026-03-312026-05-13

Sponsored

PLTR PALANTIR TECHNOLOGIES INC3.2K shares-0.09%2026-03-312026-05-13

TMUS T-MOBILE US INC2.2K shares5.29%2026-03-312026-05-13

VCR VANGUARD WORLD FD1.3K shares-1.53%2026-03-312026-05-13

HSBC HSBC HLDGS PLC5.6K shares1.68%2026-03-312026-05-13

IUSV ISHARES TR4.5K shares0.00%2026-03-312026-05-13

IDEV ISHARES TR5.5K shares0.00%2026-03-312026-05-13

DHI D R HORTON INC3.3K shares-2.17%2026-03-312026-05-13

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC6.3K shares0.00%2026-03-312026-05-13

Sponsored

VBK VANGUARD INDEX FDS1.5K shares-33.72%2026-03-312026-05-13

SHW SHERWIN WILLIAMS CO1.4K shares1.87%2026-03-312026-05-13

SOXX ISHARES TR1.3K shares3.19%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR4.0K shares0.00%2026-03-312026-05-13

YUMC YUM CHINA HLDGS INC8.9K shares-3.30%2026-03-312026-05-13

CME CME GROUP INC1.4K shares4.47%2026-03-312026-05-13

SHOP SHOPIFY INC3.6K shares1.07%2026-03-312026-05-13

BITB BITWISE BITCOIN ETF TR11.5K shares-49.25%2026-03-312026-05-13

Sponsored

AEP AMERICAN ELEC PWR CO INC3.2K shares0.31%2026-03-312026-05-13

PAYX PAYCHEX INC4.6K shares-4.84%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F7.4K shares0.00%2026-03-312026-05-13

DLN WISDOMTREE TR4.7K shares0.00%2026-03-312026-05-13

HWM HOWMET AEROSPACE INC1.8K shares8.75%2026-03-312026-05-13

OTIS OTIS WORLDWIDE CORP5.4K shares20.97%2026-03-312026-05-13

CMI CUMMINS INC771 shares17.35%2026-03-312026-05-13

STT STATE STR CORP3.2K shares-8.59%2026-03-312026-05-13

Sponsored

BABA ALIBABA GROUP HLDG LTD3.2K shares5.55%2026-03-312026-05-13

KMB KIMBERLY-CLARK CORP4.1K shares-4.25%2026-03-312026-05-13

FTEC FIDELITY COVINGTON TRUST1.9K shares0.00%2026-03-312026-05-13

SWKS SKYWORKS SOLUTIONS INC7.3K shares-18.07%2026-03-312026-05-13

EQAL INVESCO EXCH TRADED FD TR II7.0K shares0.00%2026-03-312026-05-13

BSX BOSTON SCIENTIFIC CORP6.1K shares-14.15%2026-03-312026-05-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.8K shares1.95%2026-03-312026-05-13

CTAS CINTAS CORP2.3K shares3.85%2026-03-312026-05-13

Sponsored

CRWD CROWDSTRIKE HLDGS INC972 shares-4.33%2026-03-312026-05-13

VPL VANGUARD INTL EQUITY INDEX F3.9K shares0.00%2026-03-312026-05-13

GPC GENUINE PARTS CO3.6K shares-2.30%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR6.1K sharesnew addition2026-03-312026-05-13

SNA SNAP ON INC1.0K shares0.00%2026-03-312026-05-13

IGSB ISHARES TR7.1K shares0.58%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO1.5K shares2.92%2026-03-312026-05-13

MKL MARKEL GROUP INC192 shares0.00%2026-03-312026-05-13

Sponsored

CF CF INDUSTRIES HOLD2.8K shares0.82%2026-03-312026-05-13

EFAX SPDR INDEX SHS FDS7.4K shares4.76%2026-03-312026-05-13

XYL XYLEM INC3.1K shares0.00%2026-03-312026-05-13

GEHC GE HEALTHCARE TECHNOLOGIES I5.1K shares-4.07%2026-03-312026-05-13

MLM MARTIN MARIETTA MATLS INC620 shares5.26%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.8K shares-3.46%2026-03-312026-05-13

TM TOYOTA MOTOR CORP1.7K shares1.75%2026-03-312026-05-13

SAP SAP SE2.1K shares4.39%2026-03-312026-05-13

Sponsored

SBUX STARBUCKS CORP4.0K shares-4.32%2026-03-312026-05-13

DOW DOW HLDGS INC8.5K sharesnew addition2026-03-312026-05-13

PKG PACKAGING CORP AMER1.7K shares32.75%2026-03-312026-05-13

USB US BANCORP6.8K shares-38.73%2026-03-312026-05-13

CRH PLC CRH PLC3.3K shares3.57%2026-03-312026-05-13

ZTS ZOETIS INC3.0K shares-9.93%2026-03-312026-05-13

SJNK SPDR SERIES TRUST13.9K shares0.00%2026-03-312026-05-13

BKLN INVESCO EXCH TRADED FD TR II16.8K shares0.00%2026-03-312026-05-13

Sponsored

DRI DARDEN RESTAURANTS INC1.7K shares-15.91%2026-03-312026-05-13

IVLU ISHARES TR8.6K shares0.00%2026-03-312026-05-13

LH LABCORP HOLDINGS INC1.3K shares-0.31%2026-03-312026-05-13

MUFG MITSUBISHI UFJ FINANCIAL GRO19.7K shares1.17%2026-03-312026-05-13

SNPS SYNOPSYS INC841 shares36.08%2026-03-312026-05-13

URI UNITED RENTALS INC455 shares22.64%2026-03-312026-05-13

U UNITY SOFTWARE INC15.1K shares-1.87%2026-03-312026-05-13

GSLC GOLDMAN SACHS ETF TR2.6K shares0.00%2026-03-312026-05-13

Sponsored

RBRK RUBRIK INC.6.7K shares0.00%2026-03-312026-05-13

AON PLC AON PLC999 shares-7.33%2026-03-312026-05-13

CDNS CADENCE DESIGN SYSTEM INC1.2K sharesnew addition2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR12.6K shares0.00%2026-03-312026-05-13

SO SOUTHERN CO3.3K shares3.17%2026-03-312026-05-13

RY ROYAL BK CDA1.9K shares0.00%2026-03-312026-05-13

BIP BROOKFIELD INFRASTRUCTURE PA8.3K shares0.00%2026-03-312026-05-13

RGEF TIDAL TRUST III10.0K shares-13.56%2026-03-312026-05-13

Sponsored

SPYG SPDR SERIES TRUST3.0K shares0.00%2026-03-312026-05-13

EEM ISHARES TR5.2K shares0.00%2026-03-312026-05-13

AIG AMERICAN INTL GROUP INC3.9K shares6.86%2026-03-312026-05-13

EXR EXTRA SPACE STORAGE INC2.2K shares-0.13%2026-03-312026-05-13

PSX PHILLIPS 661.6K sharesnew addition2026-03-312026-05-13

MUSA MURPHY USA INC586 shares-1.18%2026-03-312026-05-13

SMFG SUMITOMO MITSUI FIN GRP INC14.6K shares4.12%2026-03-312026-05-13

MCRI MONARCH CASINO & RESORT INC3.0K shares0.00%2026-03-312026-05-13

Sponsored

XME SPDR SERIES TRUST2.6K shares0.00%2026-03-312026-05-13

GME GAMESTOP CORP12.0K sharesnew addition2026-03-312026-05-13

AMCOR PLC AMCOR PLC6.9K sharesnew addition2026-03-312026-05-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.4K shares0.77%2026-03-312026-05-13

DVN DEVON ENERGY CORP NEW5.4K shares-28.21%2026-03-312026-05-13

TOTALENERGIES SE TOTALENERGIES SE3.0K sharesnew addition2026-03-312026-05-13

ABNB AIRBNB INC2.1K shares-15.50%2026-03-312026-05-13

HBAN HUNTINGTON BANCSHARES INC17.2K sharesnew addition2026-03-312026-05-13

Sponsored

MET METLIFE INC3.7K shares-2.46%2026-03-312026-05-13

EXC EXELON CORP5.2K shares2.48%2026-03-312026-05-13

GWW WW GRAINGER INC233 shares0.00%2026-03-312026-05-13

VRSN VERISIGN INC1.0K shares-2.78%2026-03-312026-05-13

SPYV SPDR SERIES TRUST4.5K shares0.00%2026-03-312026-05-13

ROST ROSS STORES INC1.2K shares0.61%2026-03-312026-05-13

SU SUNCOR ENERGY INC NEW3.8K sharesnew addition2026-03-312026-05-13

GM GENERAL MTRS CO3.3K shares2.64%2026-03-312026-05-13

Sponsored

CTRA COTERRA ENERGY INC7.0K shares-33.06%2026-03-312026-05-13

REGN REGENERON PHARMACEUTICALS316 shares0.00%2026-03-312026-05-13

TD TORONTO DOMINION BK ONT2.6K shares0.00%2026-03-312026-05-13

BBVA BANCO BILBAO VIZCAYA ARGENTA11.0K shares0.00%2026-03-312026-05-13

LNT ALLIANT ENERGY CORP3.3K sharesnew addition2026-03-312026-05-13

FDX FEDEX CORP662 sharesnew addition2026-03-312026-05-13

AFRM AFFIRM HLDGS INC5.1K shares-7.78%2026-03-312026-05-13

BDX BECTON DICKINSON & CO1.5K shares0.27%2026-03-312026-05-13

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY782 shares2.49%2026-03-312026-05-13

DMLP DORCHESTER MINERALS L P8.4K sharesnew addition2026-03-312026-05-13

WELL WELLTOWER INC1.1K sharesnew addition2026-03-312026-05-13

XAR SPDR SERIES TRUST847 shares0.00%2026-03-312026-05-13

AKAM AKAMAI TECHNOLOGIES INC1.9K sharesnew addition2026-03-312026-05-13

PYPL PAYPAL HLDGS INC4.7K shares12.02%2026-03-312026-05-13

SIVR ABRDN SILVER ETF TRUST3.0K sharesnew addition2026-03-312026-05-13

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC16.2K sharesnew addition2026-03-312026-05-13

Sponsored

SONY SONY GROUP CORP10.3K shares3.45%2026-03-312026-05-13

EIX EDISON INTL2.9K sharesnew addition2026-03-312026-05-13

KEYS KEYSIGHT TECHNOLOGIES INC751 shares-51.58%2026-03-312026-05-13

HCA HCA HEALTHCARE INC448 shares-10.22%2026-03-312026-05-13

RPM RPM INTL INC2.1K shares0.00%2026-03-312026-05-13

ING ING GROEP N.V.8.1K shares-5.64%2026-03-312026-05-13

KDP KEURIG DR PEPPER INC8.0K shares-10.02%2026-03-312026-05-13

BTI BRITISH AMERN TOB PLC3.6K shares0.00%2026-03-312026-05-13

Sponsored

OMC OMNICOM GROUP INC2.8K shares5.15%2026-03-312026-05-13

TRMB TRIMBLE INC3.2K shares0.00%2026-03-312026-05-13

LNG CHENIERE ENERGY INC727 sharesnew addition2026-03-312026-05-13

EQIX EQUINIX INC210 sharesnew addition2026-03-312026-05-13

KALV KALVISTA PHARMACEUTICALS INC10.0K shares0.00%2026-03-312026-05-13

SAN BANCO SANTANDER SA16.9K shares-1.23%2026-03-312026-05-13

VTRS VIATRIS INC13.8K shares-3.00%2026-03-312026-05-13

HLN HALEON PLC17.0K shares0.06%2026-03-312026-05-13

Sponsored

PCQ PIMCO CALIF MUN INCOME FD18.4K shares0.00%2026-03-312026-05-13

PTEN PATTERSON-UTI ENERGY INC13.3K sharesnew addition2026-03-312026-05-13

UMC UNITED MICROELECTRONICS CORP13.2K shares2.53%2026-03-312026-05-13

LYG LLOYDS BANKING GROUP PLC23.2K shares0.00%2026-03-312026-05-13

MBI MBIA INC11.4K shares0.00%2026-03-312026-05-13

ASPN ASPEN AEROGELS INC10.0K shares0.00%2026-03-312026-05-13

IVV

ISHARES TR

5.48%

Shares2.6M

Event2026-03-31

Filed2026-05-13

GVI

ISHARES TR

5.13%

Shares2.2M

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD INTL EQUITY INDEX F

4.32%

Shares3.1M

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

7363.10%

Shares2.8M

Event2026-03-31

Filed2026-05-13

OAKM

HARRIS OAKMARK ETF TRUST

-32.48%

Shares6.1M

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

0.14%

Shares624.3K

Event2026-03-31

Filed2026-05-13

SPYX

SPDR SERIES TRUST

-0.15%

Shares2.4M

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-0.21%

Shares324.7K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-0.67%

Shares641.7K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-0.20%

Shares473.4K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-0.87%

Shares297.2K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

-38.42%

Shares717.8K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-1.23%

Shares219.4K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-0.45%

Shares92.2K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

0.65%

Shares170.0K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-3.63%

Shares416.0K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

15.29%

Shares160.8K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

5.40%

Shares50.8K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-3.87%

Shares187.6K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-3.81%

Shares133.5K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

-10.51%

Shares131.9K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

9.30%

Shares622.7K

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

-9.59%

Shares249.0K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

1.12%

Shares67.6K

Event2026-03-31

Filed2026-05-13

VISA INC

-0.13%

Shares105.6K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

-0.57%

Shares304.2K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

1.26%

Shares45.6K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

-0.29%

Shares54.4K

Event2026-03-31

Filed2026-05-13