Sponsored

The Analysis of Citizens Business Bank's Holdings & P&L

Currently, Citizens Business Bank holds 139 types of securities in its portfolio with a total value $664.1M. In the most recent quarter, they have increased their positions in ASTS (+70.7K shares, valued at $6.3M), TOST (+165.4K shares, valued at $4.6M), N/A (+1.6K shares, valued at $1.2M); decreased their positions in LNG (-15.6K shares, valued at $3.7M), MCD (-10.3K shares, valued at $2.8M), VEA (-32.4K shares, valued at $2.3M); initiated new positions in ASTS (+70.7K shares, valued at $6.3M), TOST (+165.4K shares, valued at $4.6M), N/A (+1.6K shares, valued at $1.2M).

1M P&L

+7.6M+1.44%

3M P&L

+36.0M+7.21%

HY P&L

+74.2M+16.11%

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/A207.5M

38.8%

2Semiconductors48.2M

9.0%

3Software - Infrastructure26.9M

5.0%

Top Industries by Stock Count

1N/A19 stocks

17.0%

2Software - Infrastructure5 stocks

4.5%

3Drug Manufacturers - General4 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWR ISHARES TR634.4K shares-2.48%2026-06-302026-08-03

VEA VANGUARD TAX-MANAGED FDS877.9K shares-3.56%2026-06-302026-08-03

NVDA NVIDIA CORPORATION175.0K shares-2.05%2026-06-302026-08-03

BROADCOM INC BROADCOM INC61.8K shares-1.96%2026-06-302026-08-03

AAPL APPLE INC74.1K shares-0.49%2026-06-302026-08-03

QUANTA SVCS INC QUANTA SVCS INC27.6K shares-1.37%2026-06-302026-08-03

CVBF CVB FINL CORP342.9K shares0.00%2026-06-302026-08-03

DELL DELL TECHNOLOGIES INC30.1K shares-10.96%2026-06-302026-08-03

Sponsored

EMXC ISHARES INC121.9K shares-6.08%2026-06-302026-08-03

MSFT MICROSOFT CORP33.4K shares-0.12%2026-06-302026-08-03

MRVL MARVELL TECHNOLOGY INC40.9K shares0.46%2026-06-302026-08-03

GOOGL ALPHABET INC33.7K shares-2.11%2026-06-302026-08-03

IWM ISHARES TR39.1K shares-3.06%2026-06-302026-08-03

AMZN AMAZON COM INC49.3K shares-2.49%2026-06-302026-08-03

JBND J P MORGAN EXCHANGE TRADED F206.7K shares-3.54%2026-06-302026-08-03

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC92.9K shares-2.72%2026-06-302026-08-03

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T14.3K shares1.50%2026-06-302026-08-03

EFA ISHARES TR102.0K shares0.51%2026-06-302026-08-03

VOO VANGUARD INDEX FDS13.8K shares-2.40%2026-06-302026-08-03

PANW PALO ALTO NETWORKS INC26.8K shares-1.27%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO24.9K shares-0.15%2026-06-302026-08-03

BAC BANK OF AMER CORP142.0K shares-1.47%2026-06-302026-08-03

GS GOLDMAN SACHS GROUP INC7.9K shares-2.41%2026-06-302026-08-03

ABBVIE INC ABBVIE INC30.4K shares-4.34%2026-06-302026-08-03

Sponsored

IJR ISHARES TR50.2K shares-2.97%2026-06-302026-08-03

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC22.3K shares-1.70%2026-06-302026-08-03

FANG DIAMONDBACK ENERGY INC40.2K shares1.07%2026-06-302026-08-03

ASTS AST SPACEMOBILE INC70.7K sharesnew addition2026-06-302026-08-03

SCHW SCHWAB CHARLES CORP67.3K shares-3.78%2026-06-302026-08-03

MRK MERCK & CO INC47.3K shares-1.85%2026-06-302026-08-03

DOMINION ENERGY INC DOMINION ENERGY INC89.0K shares-2.60%2026-06-302026-08-03

BROS DUTCH BROS INC84.1K shares-2.66%2026-06-302026-08-03

Sponsored

WMT WALMART INC52.5K shares-9.25%2026-06-302026-08-03

CVX CHEVRON CORPORATION34.6K shares-2.40%2026-06-302026-08-03

FCAL FIRST TR EXCH TRADED FD III118.5K shares-0.27%2026-06-302026-08-03

UBER UBER TECHNOLOGIES INC81.3K shares-3.62%2026-06-302026-08-03

HD HOME DEPOT INC16.5K shares8.33%2026-06-302026-08-03

SNOWFLAKE INC SNOWFLAKE INC22.7K shares-3.88%2026-06-302026-08-03

BWXT BWX TECHNOLOGIES INC28.4K shares-2.38%2026-06-302026-08-03

USB US BANCORP91.2K shares-1.10%2026-06-302026-08-03

Sponsored

EXPE EXPEDIA GROUP INC21.3K shares-2.92%2026-06-302026-08-03

TMO THERMO FISHER SCIENTIFIC INC10.9K shares-3.22%2026-06-302026-08-03

UNP UNION PAC CORP19.8K shares-0.60%2026-06-302026-08-03

LNG CHENIERE ENERGY INC21.7K shares-41.84%2026-06-302026-08-03

SHW SHERWIN WILLIAMS CO13.8K shares4.20%2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP25.4K shares-2.27%2026-06-302026-08-03

CL COLGATE PALMOLIVE CO51.1K shares-7.16%2026-06-302026-08-03

TOST TOAST INC165.4K sharesnew addition2026-06-302026-08-03

Sponsored

GOOG ALPHABET INC13.0K shares0.28%2026-06-302026-08-03

MASTERCARD INCORPORATED MASTERCARD INCORPORATED8.9K shares-4.48%2026-06-302026-08-03

NETFLIX INC. NETFLIX INC.53.4K shares-3.14%2026-06-302026-08-03

PGR PROGRESSIVE CORP17.1K shares-5.13%2026-06-302026-08-03

VEEV VEEVA SYS INC20.5K shares-5.92%2026-06-302026-08-03

DHR DANAHER CORP DEL18.5K shares-4.25%2026-06-302026-08-03

DIS DISNEY WALT CO34.9K shares-7.46%2026-06-302026-08-03

ULTA BEAUTY INC ULTA BEAUTY INC7.1K shares-3.77%2026-06-302026-08-03

Sponsored

ORACLE CORP ORACLE CORP21.3K shares0.95%2026-06-302026-08-03

VLTO VERALTO CORP33.2K shares-4.17%2026-06-302026-08-03

IR INGERSOLL RAND INC35.8K shares-4.80%2026-06-302026-08-03

VZ VERIZON COMMUNICATIONS INC65.1K shares-3.60%2026-06-302026-08-03

EW EDWARDS LIFESCIENCES CORP29.9K shares-3.56%2026-06-302026-08-03

CISCO SYS INC CISCO SYS INC18.8K shares0.56%2026-06-302026-08-03

IJH ISHARES TR28.4K shares3.83%2026-06-302026-08-03

CATY CATHAY GEN BANCORP14.5K shares0.00%2026-06-302026-08-03

Sponsored

CAT CATERPILLAR INC1.7K shares0.36%2026-06-302026-08-03

GLW CORNING INC6.4K shares0.58%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON5.6K shares-9.49%2026-06-302026-08-03

AMGN AMGEN INC3.9K shares0.31%2026-06-302026-08-03

ISHARES TR ISHARES TR1.8K shares0.00%2026-06-302026-08-03

IBM INTERNATIONAL BUSINESS MACHS4.4K shares50.31%2026-06-302026-08-03

ETR ENTERGY CORP NEW10.6K shares0.47%2026-06-302026-08-03

VISA INC VISA INC3.5K shares0.00%2026-06-302026-08-03

Sponsored

APPLIED MATLS INC APPLIED MATLS INC1.6K sharesnew addition2026-06-302026-08-03

NEM NEWMONT CORP10.9K shares0.70%2026-06-302026-08-03

NE NOBLE CORP PLC27.1K shares0.55%2026-06-302026-08-03

PEP PEPSICO INC7.4K sharesnew addition2026-06-302026-08-03

GILD GILEAD SCIENCES INC7.7K shares0.50%2026-06-302026-08-03

ALLEGION PLC ALLEGION PLC6.9K shares0.00%2026-06-302026-08-03

MEDP MEDPACE HLDGS INC1.8K shares0.00%2026-06-302026-08-03

BKR BAKER HUGHES COMPANY16.9K shares0.57%2026-06-302026-08-03

Sponsored

WSO WATSCO INC2.2K shares79.10%2026-06-302026-08-03

ETN EATON CORP PLC2.1K shares0.43%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION957 shares-10.56%2026-06-302026-08-03

MDY STATE STR SPDR S&P MIDCAP 401.3K shares20.56%2026-06-302026-08-03

PG PROCTER & GAMBLE CO5.6K shares0.59%2026-06-302026-08-03

KEYS KEYSIGHT TECHNOLOGIES INC2.4K shares0.00%2026-06-302026-08-03

POOL CORP POOL CORP3.6K sharesnew addition2026-06-302026-08-03

SOUTHERN CO SOUTHERN CO8.0K shares0.38%2026-06-302026-08-03

Sponsored

CVS CVS HEALTH CORP7.4K shares0.74%2026-06-302026-08-03

MET METLIFE INC8.9K shares0.84%2026-06-302026-08-03

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-08-03

CMI CUMMINS INC1.0K shares-49.55%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares-2.83%2026-06-302026-08-03

MCD MCDONALDS CORP2.6K shares-79.90%2026-06-302026-08-03

KMB KIMBERLY-CLARK CORP3.0K shares0.00%2026-06-302026-08-03

SFM SPROUTS FMRS MKT INC7.8K shares0.00%2026-06-302026-08-03

Sponsored

FAST FASTENAL CO13.6K shares0.00%2026-06-302026-08-03

ADI ANALOG DEVICES INC1.6K shares0.00%2026-06-302026-08-03

HEI HEICO CORP NEW1.8K shares0.00%2026-06-302026-08-03

WFC WELLS FARGO & CO6.5K shares-2.16%2026-06-302026-08-03

DUK DUKE ENERGY CORP NEW4.1K shares-3.03%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC853 shares8.25%2026-06-302026-08-03

ASML ASML HLDG NV241 shares0.00%2026-06-302026-08-03

GE GE AEROSPACE1.3K shares-0.63%2026-06-302026-08-03

Sponsored

PM PHILIP MORRIS INTL INC2.5K shares-5.93%2026-06-302026-08-03

EFV ISHARES TR5.8K shares0.00%2026-06-302026-08-03

NSC NORFOLK SOUTHN CORP1.4K shares0.00%2026-06-302026-08-03

VICI VICI PPTYS INC15.6K shares0.64%2026-06-302026-08-03

SNPS SYNOPSYS INC887 shares0.00%2026-06-302026-08-03

TXN TEXAS INSTRS INC1.3K shares0.00%2026-06-302026-08-03

FTNT FORTINET INC2.5K shares0.00%2026-06-302026-08-03

IWD ISHARES TR1.5K shares-4.92%2026-06-302026-08-03

Sponsored

VIGI VANGUARD WHITEHALL FDS4.0K shares0.00%2026-06-302026-08-03

ISRG INTUITIVE SURGICAL INC925 shares0.00%2026-06-302026-08-03

LRCX LAM RESEARCH CORP840 sharesnew addition2026-06-302026-08-03

IBKR INTERACTIVE BROKERS GROUP IN4.0K shares0.00%2026-06-302026-08-03

EQIX EQUINIX INC332 shares0.00%2026-06-302026-08-03

SDY SPDR SERIES TRUST2.2K shares0.00%2026-06-302026-08-03

RBA RB GLOBAL INC2.8K shares0.00%2026-06-302026-08-03

WST WEST PHARMACEUTICAL SVSC INC903 shares0.00%2026-06-302026-08-03

Sponsored

IEMG ISHARES INC3.8K shares0.00%2026-06-302026-08-03

TSLA TESLA INC746 shares4.34%2026-06-302026-08-03

AVDE AMERICAN CENTY ETF TR3.5K sharesnew addition2026-06-302026-08-03

EEM ISHARES TR4.5K shares0.00%2026-06-302026-08-03

BLK BLACKROCK INC307 shares0.00%2026-06-302026-08-03

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL299 sharesnew addition2026-06-302026-08-03

S&P GLOBAL INC S&P GLOBAL INC700 shares0.00%2026-06-302026-08-03

MLM MARTIN MARIETTA MATLS INC493 shares0.00%2026-06-302026-08-03

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL1.2K sharesnew addition2026-06-302026-08-03

SBUX STARBUCKS CORP2.5K sharesnew addition2026-06-302026-08-03

ENSG ENSIGN GROUP INC1.5K shares0.00%2026-06-302026-08-03

TJX TJX COS INC NEW1.5K shares1.35%2026-06-302026-08-03

NEU NEWMARKET CORP284 sharesnew addition2026-06-302026-08-03

LOPE GRAND CANYON ED INC1.5K shares0.00%2026-06-302026-08-03

IRM IRON MTN INC DEL1.7K shares-22.74%2026-06-302026-08-03

NEXTERA ENERGY INC NEXTERA ENERGY INC2.4K shares-17.82%2026-06-302026-08-03

Sponsored

ROL ROLLINS INC5.0K shares0.00%2026-06-302026-08-03

FDX FEDEX CORP661 shares0.00%2026-06-302026-08-03

ANET ARISTA NETWORKS INC1.2K sharesnew addition2026-06-302026-08-03

IWR

ISHARES TR

-2.48%

Shares634.4K

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD TAX-MANAGED FDS

-3.56%

Shares877.9K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

-2.05%

Shares175.0K

Event2026-06-30

Filed2026-08-03

BROADCOM INC

-1.96%

Shares61.8K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

-0.49%

Shares74.1K

Event2026-06-30

Filed2026-08-03

QUANTA SVCS INC

-1.37%

Shares27.6K

Event2026-06-30

Filed2026-08-03

CVBF

CVB FINL CORP

0.00%

Shares342.9K

Event2026-06-30

Filed2026-08-03

DELL

DELL TECHNOLOGIES INC

-10.96%

Shares30.1K

Event2026-06-30

Filed2026-08-03

EMXC

ISHARES INC

-6.08%

Shares121.9K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

-0.12%

Shares33.4K

Event2026-06-30

Filed2026-08-03

MRVL

MARVELL TECHNOLOGY INC

0.46%

Shares40.9K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

-2.11%

Shares33.7K

Event2026-06-30

Filed2026-08-03

IWM

ISHARES TR

-3.06%

Shares39.1K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

-2.49%

Shares49.3K

Event2026-06-30

Filed2026-08-03

JBND

J P MORGAN EXCHANGE TRADED F

-3.54%

Shares206.7K

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC

-2.72%

Shares92.9K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

1.50%

Shares14.3K

Event2026-06-30

Filed2026-08-03

EFA

ISHARES TR

0.51%

Shares102.0K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

-2.40%

Shares13.8K

Event2026-06-30

Filed2026-08-03

PANW

PALO ALTO NETWORKS INC

-1.27%

Shares26.8K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

-0.15%

Shares24.9K

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMER CORP

-1.47%

Shares142.0K

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC

-2.41%

Shares7.9K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

-4.34%

Shares30.4K

Event2026-06-30

Filed2026-08-03

IJR

ISHARES TR

-2.97%

Shares50.2K

Event2026-06-30

Filed2026-08-03

TRAVELERS COMPANIES INC

-1.70%

Shares22.3K

Event2026-06-30

Filed2026-08-03

FANG

DIAMONDBACK ENERGY INC

1.07%

Shares40.2K

Event2026-06-30

Filed2026-08-03

ASTS

AST SPACEMOBILE INC

New

Shares70.7K

Event2026-06-30

Filed2026-08-03

SCHW

SCHWAB CHARLES CORP

-3.78%

Shares67.3K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

-1.85%

Shares47.3K

Event2026-06-30

Filed2026-08-03

DOMINION ENERGY INC

-2.60%

Shares89.0K

Event2026-06-30

Filed2026-08-03

BROS

DUTCH BROS INC

-2.66%

Shares84.1K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

-9.25%

Shares52.5K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

-2.40%

Shares34.6K

Event2026-06-30

Filed2026-08-03

FCAL

FIRST TR EXCH TRADED FD III

-0.27%

Shares118.5K

Event2026-06-30

Filed2026-08-03

UBER

UBER TECHNOLOGIES INC

-3.62%

Shares81.3K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

8.33%

Shares16.5K

Event2026-06-30

Filed2026-08-03

SNOWFLAKE INC

-3.88%

Shares22.7K

Event2026-06-30

Filed2026-08-03

BWXT

BWX TECHNOLOGIES INC

-2.38%

Shares28.4K

Event2026-06-30

Filed2026-08-03

USB

US BANCORP

-1.10%

Shares91.2K

Event2026-06-30

Filed2026-08-03

EXPE

EXPEDIA GROUP INC

-2.92%

Shares21.3K

Event2026-06-30

Filed2026-08-03

TMO

THERMO FISHER SCIENTIFIC INC

-3.22%

Shares10.9K

Event2026-06-30

Filed2026-08-03

UNP

UNION PAC CORP

-0.60%

Shares19.8K

Event2026-06-30

Filed2026-08-03

LNG

CHENIERE ENERGY INC

-41.84%

Shares21.7K

Event2026-06-30

Filed2026-08-03

SHW

SHERWIN WILLIAMS CO

4.20%

Shares13.8K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

-2.27%

Shares25.4K

Event2026-06-30

Filed2026-08-03

COLGATE PALMOLIVE CO

-7.16%

Shares51.1K

Event2026-06-30

Filed2026-08-03

TOST

TOAST INC

New

Shares165.4K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

0.28%

Shares13.0K

Event2026-06-30

Filed2026-08-03

MASTERCARD INCORPORATED

-4.48%

Shares8.9K

Event2026-06-30

Filed2026-08-03

NETFLIX INC.

-3.14%

Shares53.4K

Event2026-06-30

Filed2026-08-03

PGR

PROGRESSIVE CORP

-5.13%

Shares17.1K

Event2026-06-30

Filed2026-08-03

VEEV

VEEVA SYS INC

-5.92%

Shares20.5K

Event2026-06-30

Filed2026-08-03

DHR

DANAHER CORP DEL

-4.25%

Shares18.5K

Event2026-06-30

Filed2026-08-03

DIS

DISNEY WALT CO

-7.46%

Shares34.9K

Event2026-06-30

Filed2026-08-03

ULTA BEAUTY INC

-3.77%

Shares7.1K

Event2026-06-30

Filed2026-08-03

ORACLE CORP

0.95%

Shares21.3K

Event2026-06-30

Filed2026-08-03

VLTO

VERALTO CORP

-4.17%

Shares33.2K

Event2026-06-30

Filed2026-08-03

INGERSOLL RAND INC

-4.80%

Shares35.8K

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC

-3.60%

Shares65.1K

Event2026-06-30

Filed2026-08-03

EDWARDS LIFESCIENCES CORP

-3.56%

Shares29.9K

Event2026-06-30

Filed2026-08-03

CISCO SYS INC

0.56%

Shares18.8K

Event2026-06-30

Filed2026-08-03

IJH

ISHARES TR

3.83%

Shares28.4K

Event2026-06-30

Filed2026-08-03

CATY

CATHAY GEN BANCORP

0.00%

Shares14.5K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

0.36%

Shares1.7K

Event2026-06-30

Filed2026-08-03

GLW

CORNING INC

0.58%

Shares6.4K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

-9.49%

Shares5.6K

Event2026-06-30

Filed2026-08-03

AMGN

AMGEN INC

0.31%

Shares3.9K

Event2026-06-30

Filed2026-08-03

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

50.31%

Shares4.4K

Event2026-06-30

Filed2026-08-03

ETR

ENTERGY CORP NEW

0.47%

Shares10.6K

Event2026-06-30

Filed2026-08-03

VISA INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-03

APPLIED MATLS INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-03

NEM

NEWMONT CORP

0.70%

Shares10.9K

Event2026-06-30

Filed2026-08-03

NOBLE CORP PLC

0.55%

Shares27.1K

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC

New

Shares7.4K

Event2026-06-30

Filed2026-08-03

GILD

GILEAD SCIENCES INC

0.50%

Shares7.7K

Event2026-06-30

Filed2026-08-03

ALLEGION PLC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-03

MEDP

MEDPACE HLDGS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-03

BKR

BAKER HUGHES COMPANY

0.57%

Shares16.9K

Event2026-06-30

Filed2026-08-03

WSO

WATSCO INC

79.10%

Shares2.2K

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC

0.43%

Shares2.1K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

-10.56%

Shares957

Event2026-06-30

Filed2026-08-03

MDY

STATE STR SPDR S&P MIDCAP 40

20.56%

Shares1.3K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

0.59%

Shares5.6K

Event2026-06-30

Filed2026-08-03

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-03

POOL CORP

New

Shares3.6K

Event2026-06-30

Filed2026-08-03

SOUTHERN CO

0.38%

Shares8.0K

Event2026-06-30

Filed2026-08-03

CVS

CVS HEALTH CORP

0.74%

Shares7.4K

Event2026-06-30

Filed2026-08-03

MET

METLIFE INC

0.84%

Shares8.9K

Event2026-06-30

Filed2026-08-03

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-08-03

CMI

CUMMINS INC

-49.55%

Shares1.0K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.83%

Shares1.4K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALDS CORP

-79.90%

Shares2.6K

Event2026-06-30

Filed2026-08-03

KMB

KIMBERLY-CLARK CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-03

SFM

SPROUTS FMRS MKT INC

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-03

FAST

FASTENAL CO

0.00%

Shares13.6K

Event2026-06-30

Filed2026-08-03

ADI

ANALOG DEVICES INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

HEI

HEICO CORP NEW

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-03

WFC

WELLS FARGO & CO

-2.16%

Shares6.5K

Event2026-06-30

Filed2026-08-03

DUK

DUKE ENERGY CORP NEW

-3.03%

Shares4.1K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

8.25%

Shares853

Event2026-06-30

Filed2026-08-03

ASML

ASML HLDG NV

0.00%

Shares241

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

-0.63%

Shares1.3K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

-5.93%

Shares2.5K

Event2026-06-30

Filed2026-08-03

EFV

ISHARES TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-03

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

VICI

VICI PPTYS INC

0.64%

Shares15.6K

Event2026-06-30

Filed2026-08-03

SNPS

SYNOPSYS INC

0.00%

Shares887

Event2026-06-30

Filed2026-08-03

TXN

TEXAS INSTRS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

FTNT

FORTINET INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

IWD

ISHARES TR

-4.92%

Shares1.5K

Event2026-06-30

Filed2026-08-03

VIGI

VANGUARD WHITEHALL FDS

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-03

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares925

Event2026-06-30

Filed2026-08-03

LRCX

LAM RESEARCH CORP

New

Shares840

Event2026-06-30

Filed2026-08-03

IBKR

INTERACTIVE BROKERS GROUP IN

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-03

EQIX

EQUINIX INC

0.00%

Shares332

Event2026-06-30

Filed2026-08-03

SDY

SPDR SERIES TRUST

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-03

RBA

RB GLOBAL INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-03

WST

WEST PHARMACEUTICAL SVSC INC

0.00%

Shares903

Event2026-06-30

Filed2026-08-03

IEMG

ISHARES INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

4.34%

Shares746

Event2026-06-30

Filed2026-08-03

AVDE

AMERICAN CENTY ETF TR

New

Shares3.5K

Event2026-06-30

Filed2026-08-03

EEM

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-03

BLK

BLACKROCK INC

0.00%

Shares307

Event2026-06-30

Filed2026-08-03

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares299

Event2026-06-30

Filed2026-08-03

S&P GLOBAL INC

0.00%

Shares700

Event2026-06-30

Filed2026-08-03

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares493

Event2026-06-30

Filed2026-08-03

WASTE MGMT INC DEL

New

Shares1.2K

Event2026-06-30

Filed2026-08-03

SBUX

STARBUCKS CORP

New

Shares2.5K

Event2026-06-30

Filed2026-08-03

ENSG

ENSIGN GROUP INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

TJX

TJX COS INC NEW

1.35%

Shares1.5K

Event2026-06-30

Filed2026-08-03

NEU

NEWMARKET CORP

New

Shares284

Event2026-06-30

Filed2026-08-03

LOPE

GRAND CANYON ED INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

IRM

IRON MTN INC DEL

-22.74%

Shares1.7K

Event2026-06-30

Filed2026-08-03

NEXTERA ENERGY INC

-17.82%

Shares2.4K

Event2026-06-30

Filed2026-08-03

ROL

ROLLINS INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-03

FDX

FEDEX CORP

0.00%

Shares661

Event2026-06-30

Filed2026-08-03

ANET

ARISTA NETWORKS INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available