Sponsored

The Analysis of CITIZENS & NORTHERN CORP's Holdings & P&L

Currently, CITIZENS & NORTHERN CORP holds 117 types of securities in its portfolio with a total value $437.7M. In the most recent quarter, they have increased their positions in VONG (+77.5K shares, valued at $9.9M), WFC (+51.8K shares, valued at $4.3M), KLAC (+8.5K shares, valued at $2.6M); decreased their positions in FREL (-166.3K shares, valued at $4.9M), IJH (-30.7K shares, valued at $2.4M), IGE (-41.9K shares, valued at $2.4M); initiated new positions in WFC (+51.8K shares, valued at $4.3M), GS (+1.2K shares, valued at $1.2M), CRS (+382 shares, valued at $235.6K).

1M P&L

+2.4M+0.60%

3M P&L

+2.2M+0.56%

HY P&L

+28.3M+7.54%

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/A212.0M

54.2%

2Semiconductors27.1M

6.9%

3Banks - Regional17.9M

4.6%

Top Industries by Stock Count

1N/A25 stocks

25.3%

2Drug Manufacturers - General5 stocks

5.1%

3Banks - Regional5 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VONG Vanguard Russell 1000 Growth ETF462.2K shares20.16%2026-06-302026-07-17

IEMG iShares Core MSCI Emerging Mkts ETF340.1K shares2.22%2026-06-302026-07-17

FREL Fidelity MSCI Real Estate Index ETF953.6K shares-14.85%2026-06-302026-07-17

IGE iShares North American Natural Resources ETF427.9K shares-8.91%2026-06-302026-07-17

IJH iShares S&P MidCap 400 Index Fd217.6K shares-12.38%2026-06-302026-07-17

NVDA Nvidia Corp82.0K shares-1.08%2026-06-302026-07-17

AAPL Apple Computer Inc53.5K shares-0.17%2026-06-302026-07-17

SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF208.1K shares-12.72%2026-06-302026-07-17

Sponsored

GOOG Alphabet Inc Class C39.5K shares-1.73%2026-06-302026-07-17

EMB iShares JPMorgan USD Emerging Markets Bond ETF132.9K shares-2.20%2026-06-302026-07-17

MSFT Microsoft Corp29.1K shares-1.77%2026-06-302026-07-17

DFAC Dimensional U.S. Core Equity 2 ETF238.0K shares0.00%2026-06-302026-07-17

AMZN Amazon Communications Inc37.8K shares-3.25%2026-06-302026-07-17

CZFS Citizens Financial Services Inc117.1K shares0.00%2026-06-302026-07-17

CZNC Citizens & Northern Corp349.5K shares-2.88%2026-06-302026-07-17

AMD Advanced Micro Devices Inc12.7K shares-16.95%2026-06-302026-07-17

Sponsored

JPMorgan Chase & Co JPMorgan Chase & Co17.8K shares-11.86%2026-06-302026-07-17

GLW Corning Inc19.7K shares0.00%2026-06-302026-07-17

Meta Platforms Inc Meta Platforms Inc8.8K shares-11.96%2026-06-302026-07-17

AVDE Avantis International Equity ETF54.8K shares0.00%2026-06-302026-07-17

Broadcom Inc Common Broadcom Inc Common12.7K shares84.29%2026-06-302026-07-17

WFC Wells Fargo & Co New51.8K sharesnew addition2026-06-302026-07-17

CAT Caterpillar Inc3.8K shares-14.29%2026-06-302026-07-17

Mastercard Inc Class A Mastercard Inc Class A7.8K shares-4.26%2026-06-302026-07-17

Sponsored

Costco Wholesale Corp (New) Costco Wholesale Corp (New)4.3K shares-0.26%2026-06-302026-07-17

Exxon Mobil Corp Exxon Mobil Corp25.8K shares-1.07%2026-06-302026-07-17

ADI Analog Devices Inc7.8K shares-20.07%2026-06-302026-07-17

MBB iShares Barclays MBS Bond Fund ETF31.1K shares-15.11%2026-06-302026-07-17

KLAC KLA Corporation9.5K shares894.96%2026-06-302026-07-17

Cisco Systems Inc Cisco Systems Inc23.2K shares-29.02%2026-06-302026-07-17

CVS CVS Health Corporation26.3K shares-3.57%2026-06-302026-07-17

PG Procter & Gamble Co18.5K shares-1.24%2026-06-302026-07-17

Sponsored

TJX Tjx Companies (New)16.8K shares-1.03%2026-06-302026-07-17

PANW Palo Alto Networks Inc Common7.3K shares-3.06%2026-06-302026-07-17

RTX Corporation RTX Corporation12.7K shares-7.81%2026-06-302026-07-17

C Citigroup Inc Common New16.4K shares-1.41%2026-06-302026-07-17

ETN Eaton Corp5.4K shares-9.79%2026-06-302026-07-17

SCHW Charles Schwab Corp24.6K shares14.96%2026-06-302026-07-17

State Street SPDR S&P 500 ETF Trust State Street SPDR S&P 500 ETF Trust2.9K shares0.00%2026-06-302026-07-17

JNJ Johnson & Johnson8.2K shares2.05%2026-06-302026-07-17

Sponsored

Oracle Corp Oracle Corp14.0K shares-2.41%2026-06-302026-07-17

GSK PLC ADR GSK PLC ADR39.2K shares-2.15%2026-06-302026-07-17

COR Cencora, Inc.7.2K shares1.49%2026-06-302026-07-17

Medtronic PLC Medtronic PLC25.9K shares14.45%2026-06-302026-07-17

HD Home Depot Inc5.6K shares-2.63%2026-06-302026-07-17

BA Boeing Co9.1K shares-2.05%2026-06-302026-07-17

KO Coca Cola Co22.8K shares-2.32%2026-06-302026-07-17

GD General Dynamics Corp5.1K shares-3.02%2026-06-302026-07-17

Sponsored

BX Blackstone Inc15.2K shares-1.45%2026-06-302026-07-17

AVUS Avantis US Equity ETF13.8K shares0.00%2026-06-302026-07-17

CRM Salesforce, Inc.11.2K shares24.69%2026-06-302026-07-17

EMR Emerson Electric Co12.1K shares-11.71%2026-06-302026-07-17

Freeport-McMoran, Inc. Freeport-McMoran, Inc.27.0K shares4.64%2026-06-302026-07-17

SLB SLB Limited34.8K shares-0.67%2026-06-302026-07-17

BIIB Biogen Idec Inc6.9K shares-2.72%2026-06-302026-07-17

KKR KKR & Co Inc16.3K shares-0.68%2026-06-302026-07-17

Sponsored

Nextera Energy Inc Nextera Energy Inc16.9K shares-1.93%2026-06-302026-07-17

TPR Tapestry Inc Common9.9K shares0.94%2026-06-302026-07-17

AMT American Tower REIT Inc8.8K shares-0.07%2026-06-302026-07-17

UNP Union Pacific Corp5.0K shares0.00%2026-06-302026-07-17

MDLZ Mondelez Intl Inc Class A23.6K shares-1.90%2026-06-302026-07-17

BMY Bristol Myers Squibb Co23.6K shares24.38%2026-06-302026-07-17

OVV Ovintiv Inc25.7K shares13.52%2026-06-302026-07-17

DIA State Street SPDR Dow Jones Industrial Average ETF Trust2.5K shares0.00%2026-06-302026-07-17

Sponsored

Netflix Inc Corp Netflix Inc Corp17.5K shares58.62%2026-06-302026-07-17

CVX Chevron Corp7.4K shares-1.92%2026-06-302026-07-17

DIS Disney Walt Co12.6K shares-2.74%2026-06-302026-07-17

GS The Goldman Sachs Group Inc1.2K sharesnew addition2026-06-302026-07-17

BDX Becton, Dickinson & Co.7.8K shares26.49%2026-06-302026-07-17

PYPL Paypal Holdings, Inc.27.2K shares-2.74%2026-06-302026-07-17

PFE Pfizer Inc47.9K shares-1.12%2026-06-302026-07-17

YUM YUM Brands Inc7.1K shares1.82%2026-06-302026-07-17

Sponsored

PCAR Paccar Inc9.2K shares21.22%2026-06-302026-07-17

ZBH Zimmer Biomet Holdings, Inc.12.3K shares0.40%2026-06-302026-07-17

ICE Intercontinental Exchange Inc Common8.0K shares-2.82%2026-06-302026-07-17

AVEM Avantis Emerging Markets Equity ETF10.1K shares0.00%2026-06-302026-07-17

IWF iShares Trust Russell 1000 Growth ETF7.6K shares275.89%2026-06-302026-07-17

MTB M & T Bank Corp3.6K shares0.00%2026-06-302026-07-17

Adobe Systems Inc Adobe Systems Inc3.9K shares-2.83%2026-06-302026-07-17

MCD McDonalds Corp2.9K shares-3.79%2026-06-302026-07-17

Sponsored

BBWI Bath & Body Works33.3K shares-0.10%2026-06-302026-07-17

SPTL State Street SPDR Portfolio Long Term Treasury ETF29.2K shares-11.47%2026-06-302026-07-17

SPTS State Street SPDR Portfolio Short Term Treasury ETF26.3K shares-5.79%2026-06-302026-07-17

BRK.B Berkshire Hathaway Inc Class B New1.4K shares0.00%2026-06-302026-07-17

IBM International Business Machines2.5K shares-9.02%2026-06-302026-07-17

VZ Verizon Communications16.7K shares8.19%2026-06-302026-07-17

Accenture PLC Accenture PLC5.6K shares-0.78%2026-06-302026-07-17

INTU Intuit2.7K shares1.64%2026-06-302026-07-17

Sponsored

VIG Vanguard Dividend Appreciation Index ETF2.9K shares0.00%2026-06-302026-07-17

NKE Nike, Inc. Class B16.5K shares-3.50%2026-06-302026-07-17

IWD iShares Russell 1000 Value ETF2.8K shares-8.19%2026-06-302026-07-17

DFIC DFA Dimensional International Core Equity 2 ETF17.3K shares0.00%2026-06-302026-07-17

SUB iShares Short-Term National Muni Bond ETF5.9K shares0.00%2026-06-302026-07-17

DE Deere & Co880 shares0.00%2026-06-302026-07-17

DFEM DFA Dimensional Emerging Markets Core Equity 2 ETF12.8K shares0.00%2026-06-302026-07-17

CMI Cummins Inc603 shares0.00%2026-06-302026-07-17

Sponsored

LLY Eli Lilly & Co336 shares-13.62%2026-06-302026-07-17

ROK Rockwell Automation Inc Common666 shares0.00%2026-06-302026-07-17

DGX Quest Diagnostics Inc1.5K shares-0.65%2026-06-302026-07-17

ITW Illinois Tool Works Inc1.2K shares-37.41%2026-06-302026-07-17

VT Vanguard Total World Stock Index Fund ETF2.0K shares0.00%2026-06-302026-07-17

NFG National Fuel Gas Co N J4.0K shares0.00%2026-06-302026-07-17

iShares Core S&P 500 ETF iShares Core S&P 500 ETF405 shares0.00%2026-06-302026-07-17

GOOGL Alphabet Inc Class A807 shares0.00%2026-06-302026-07-17

Sponsored

T AT&T Inc12.7K shares-25.44%2026-06-302026-07-17

VNQ Vanguard REIT Index ETF2.7K shares0.00%2026-06-302026-07-17

NSC Norfolk Southern Corp793 shares-37.56%2026-06-302026-07-17

LOW Lowes Cos Inc1.1K shares0.00%2026-06-302026-07-17

CRS Carpenter Technology Corporation382 sharesnew addition2026-06-302026-07-17

VTEB Vanguard Tax-Exempt Bond Index ETF4.5K shares0.00%2026-06-302026-07-17

PGR Progressive Corp Ohio common1.0K sharesnew addition2026-06-302026-07-17

GWW W W Grainger Inc157 sharesnew addition2026-06-302026-07-17

Sponsored

TXN Texas Instruments Inc713 sharesnew addition2026-06-302026-07-17

BOKF BOK Financial Corp1.5K sharesnew addition2026-06-302026-07-17

CBU Community Financial System, Inc3.1K sharesnew addition2026-06-302026-07-17

VO Vanguard Mid-Cap ETF2.5K sharesnew addition2026-06-302026-07-17

IMO Imperial Oil Ltd1.8K shares0.00%2026-06-302026-07-17

VONG

Vanguard Russell 1000 Growth ETF

20.16%

Shares462.2K

Event2026-06-30

Filed2026-07-17

IEMG

iShares Core MSCI Emerging Mkts ETF

2.22%

Shares340.1K

Event2026-06-30

Filed2026-07-17

FREL

Fidelity MSCI Real Estate Index ETF

-14.85%

Shares953.6K

Event2026-06-30

Filed2026-07-17

IGE

iShares North American Natural Resources ETF

-8.91%

Shares427.9K

Event2026-06-30

Filed2026-07-17

IJH

iShares S&P MidCap 400 Index Fd

-12.38%

Shares217.6K

Event2026-06-30

Filed2026-07-17

NVDA

Nvidia Corp

-1.08%

Shares82.0K

Event2026-06-30

Filed2026-07-17

AAPL

Apple Computer Inc

-0.17%

Shares53.5K

Event2026-06-30

Filed2026-07-17

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

-12.72%

Shares208.1K

Event2026-06-30

Filed2026-07-17

GOOG

Alphabet Inc Class C

-1.73%

Shares39.5K

Event2026-06-30

Filed2026-07-17

EMB

iShares JPMorgan USD Emerging Markets Bond ETF

-2.20%

Shares132.9K

Event2026-06-30

Filed2026-07-17

MSFT

Microsoft Corp

-1.77%

Shares29.1K

Event2026-06-30

Filed2026-07-17

DFAC

Dimensional U.S. Core Equity 2 ETF

0.00%

Shares238.0K

Event2026-06-30

Filed2026-07-17

AMZN

Amazon Communications Inc

-3.25%

Shares37.8K

Event2026-06-30

Filed2026-07-17

CZFS

Citizens Financial Services Inc

0.00%

Shares117.1K

Event2026-06-30

Filed2026-07-17

CZNC

Citizens & Northern Corp

-2.88%

Shares349.5K

Event2026-06-30

Filed2026-07-17

AMD

Advanced Micro Devices Inc

-16.95%

Shares12.7K

Event2026-06-30

Filed2026-07-17

JPMorgan Chase & Co

-11.86%

Shares17.8K

Event2026-06-30

Filed2026-07-17

GLW

Corning Inc

0.00%

Shares19.7K

Event2026-06-30

Filed2026-07-17

Meta Platforms Inc

-11.96%

Shares8.8K

Event2026-06-30

Filed2026-07-17

AVDE

Avantis International Equity ETF

0.00%

Shares54.8K

Event2026-06-30

Filed2026-07-17

Broadcom Inc Common

84.29%

Shares12.7K

Event2026-06-30

Filed2026-07-17

WFC

Wells Fargo & Co New

New

Shares51.8K

Event2026-06-30

Filed2026-07-17

CAT

Caterpillar Inc

-14.29%

Shares3.8K

Event2026-06-30

Filed2026-07-17

Mastercard Inc Class A

-4.26%

Shares7.8K

Event2026-06-30

Filed2026-07-17

Costco Wholesale Corp (New)

-0.26%

Shares4.3K

Event2026-06-30

Filed2026-07-17

Exxon Mobil Corp

-1.07%

Shares25.8K

Event2026-06-30

Filed2026-07-17

ADI

Analog Devices Inc

-20.07%

Shares7.8K

Event2026-06-30

Filed2026-07-17

MBB

iShares Barclays MBS Bond Fund ETF

-15.11%

Shares31.1K

Event2026-06-30

Filed2026-07-17

KLAC

KLA Corporation

894.96%

Shares9.5K

Event2026-06-30

Filed2026-07-17

Cisco Systems Inc

-29.02%

Shares23.2K

Event2026-06-30

Filed2026-07-17

CVS

CVS Health Corporation

-3.57%

Shares26.3K

Event2026-06-30

Filed2026-07-17

Procter & Gamble Co

-1.24%

Shares18.5K

Event2026-06-30

Filed2026-07-17

TJX

Tjx Companies (New)

-1.03%

Shares16.8K

Event2026-06-30

Filed2026-07-17

PANW

Palo Alto Networks Inc Common

-3.06%

Shares7.3K

Event2026-06-30

Filed2026-07-17

RTX Corporation

-7.81%

Shares12.7K

Event2026-06-30

Filed2026-07-17

Citigroup Inc Common New

-1.41%

Shares16.4K

Event2026-06-30

Filed2026-07-17

ETN

Eaton Corp

-9.79%

Shares5.4K

Event2026-06-30

Filed2026-07-17

SCHW

Charles Schwab Corp

14.96%

Shares24.6K

Event2026-06-30

Filed2026-07-17

State Street SPDR S&P 500 ETF Trust

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-17

JNJ

Johnson & Johnson

2.05%

Shares8.2K

Event2026-06-30

Filed2026-07-17

Oracle Corp

-2.41%

Shares14.0K

Event2026-06-30

Filed2026-07-17

GSK PLC ADR

-2.15%

Shares39.2K

Event2026-06-30

Filed2026-07-17

COR

Cencora, Inc.

1.49%

Shares7.2K

Event2026-06-30

Filed2026-07-17

Medtronic PLC

14.45%

Shares25.9K

Event2026-06-30

Filed2026-07-17

Home Depot Inc

-2.63%

Shares5.6K

Event2026-06-30

Filed2026-07-17

Boeing Co

-2.05%

Shares9.1K

Event2026-06-30

Filed2026-07-17

Coca Cola Co

-2.32%

Shares22.8K

Event2026-06-30

Filed2026-07-17

General Dynamics Corp

-3.02%

Shares5.1K

Event2026-06-30

Filed2026-07-17

Blackstone Inc

-1.45%

Shares15.2K

Event2026-06-30

Filed2026-07-17

AVUS

Avantis US Equity ETF

0.00%

Shares13.8K

Event2026-06-30

Filed2026-07-17

CRM

Salesforce, Inc.

24.69%

Shares11.2K

Event2026-06-30

Filed2026-07-17

EMR

Emerson Electric Co

-11.71%

Shares12.1K

Event2026-06-30

Filed2026-07-17

Freeport-McMoran, Inc.

4.64%

Shares27.0K

Event2026-06-30

Filed2026-07-17

SLB

SLB Limited

-0.67%

Shares34.8K

Event2026-06-30

Filed2026-07-17

BIIB

Biogen Idec Inc

-2.72%

Shares6.9K

Event2026-06-30

Filed2026-07-17

KKR

KKR & Co Inc

-0.68%

Shares16.3K

Event2026-06-30

Filed2026-07-17

Nextera Energy Inc

-1.93%

Shares16.9K

Event2026-06-30

Filed2026-07-17

TPR

Tapestry Inc Common

0.94%

Shares9.9K

Event2026-06-30

Filed2026-07-17

AMT

American Tower REIT Inc

-0.07%

Shares8.8K

Event2026-06-30

Filed2026-07-17

UNP

Union Pacific Corp

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-17

MDLZ

Mondelez Intl Inc Class A

-1.90%

Shares23.6K

Event2026-06-30

Filed2026-07-17

BMY

Bristol Myers Squibb Co

24.38%

Shares23.6K

Event2026-06-30

Filed2026-07-17

OVV

Ovintiv Inc

13.52%

Shares25.7K

Event2026-06-30

Filed2026-07-17

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-17

Netflix Inc Corp

58.62%

Shares17.5K

Event2026-06-30

Filed2026-07-17

CVX

Chevron Corp

-1.92%

Shares7.4K

Event2026-06-30

Filed2026-07-17

DIS

Disney Walt Co

-2.74%

Shares12.6K

Event2026-06-30

Filed2026-07-17

The Goldman Sachs Group Inc

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

BDX

Becton, Dickinson & Co.

26.49%

Shares7.8K

Event2026-06-30

Filed2026-07-17

PYPL

Paypal Holdings, Inc.

-2.74%

Shares27.2K

Event2026-06-30

Filed2026-07-17

PFE

Pfizer Inc

-1.12%

Shares47.9K

Event2026-06-30

Filed2026-07-17

YUM

YUM Brands Inc

1.82%

Shares7.1K

Event2026-06-30

Filed2026-07-17

PCAR

Paccar Inc

21.22%

Shares9.2K

Event2026-06-30

Filed2026-07-17

ZBH

Zimmer Biomet Holdings, Inc.

0.40%

Shares12.3K

Event2026-06-30

Filed2026-07-17

ICE

Intercontinental Exchange Inc Common

-2.82%

Shares8.0K

Event2026-06-30

Filed2026-07-17

AVEM

Avantis Emerging Markets Equity ETF

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-17

IWF

iShares Trust Russell 1000 Growth ETF

275.89%

Shares7.6K

Event2026-06-30

Filed2026-07-17

MTB

M & T Bank Corp

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-17

Adobe Systems Inc

-2.83%

Shares3.9K

Event2026-06-30

Filed2026-07-17

MCD

McDonalds Corp

-3.79%

Shares2.9K

Event2026-06-30

Filed2026-07-17

BBWI

Bath & Body Works

-0.10%

Shares33.3K

Event2026-06-30

Filed2026-07-17

SPTL

State Street SPDR Portfolio Long Term Treasury ETF

-11.47%

Shares29.2K

Event2026-06-30

Filed2026-07-17

SPTS

State Street SPDR Portfolio Short Term Treasury ETF

-5.79%

Shares26.3K

Event2026-06-30

Filed2026-07-17

BRK.B

Berkshire Hathaway Inc Class B New

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

IBM

International Business Machines

-9.02%

Shares2.5K

Event2026-06-30

Filed2026-07-17

Verizon Communications

8.19%

Shares16.7K

Event2026-06-30

Filed2026-07-17

Accenture PLC

-0.78%

Shares5.6K

Event2026-06-30

Filed2026-07-17

INTU

Intuit

1.64%

Shares2.7K

Event2026-06-30

Filed2026-07-17

VIG

Vanguard Dividend Appreciation Index ETF

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-17

NKE

Nike, Inc. Class B

-3.50%

Shares16.5K

Event2026-06-30

Filed2026-07-17

IWD

iShares Russell 1000 Value ETF

-8.19%

Shares2.8K

Event2026-06-30

Filed2026-07-17

DFIC

DFA Dimensional International Core Equity 2 ETF

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-17

SUB

iShares Short-Term National Muni Bond ETF

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-17

Deere & Co

0.00%

Shares880

Event2026-06-30

Filed2026-07-17

DFEM

DFA Dimensional Emerging Markets Core Equity 2 ETF

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-17

CMI

Cummins Inc

0.00%

Shares603

Event2026-06-30

Filed2026-07-17

LLY

Eli Lilly & Co

-13.62%

Shares336

Event2026-06-30

Filed2026-07-17

ROK

Rockwell Automation Inc Common

0.00%

Shares666

Event2026-06-30

Filed2026-07-17

DGX

Quest Diagnostics Inc

-0.65%

Shares1.5K

Event2026-06-30

Filed2026-07-17

ITW

Illinois Tool Works Inc

-37.41%

Shares1.2K

Event2026-06-30

Filed2026-07-17

Vanguard Total World Stock Index Fund ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-17

NFG

National Fuel Gas Co N J

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-17

iShares Core S&P 500 ETF

0.00%

Shares405

Event2026-06-30

Filed2026-07-17

GOOGL

Alphabet Inc Class A

0.00%

Shares807

Event2026-06-30

Filed2026-07-17

AT&T Inc

-25.44%

Shares12.7K

Event2026-06-30

Filed2026-07-17

VNQ

Vanguard REIT Index ETF

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-17

NSC

Norfolk Southern Corp

-37.56%

Shares793

Event2026-06-30

Filed2026-07-17

LOW

Lowes Cos Inc

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-17

CRS

Carpenter Technology Corporation

New

Shares382

Event2026-06-30

Filed2026-07-17

VTEB

Vanguard Tax-Exempt Bond Index ETF

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-17

PGR

Progressive Corp Ohio common

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

GWW

W W Grainger Inc

New

Shares157

Event2026-06-30

Filed2026-07-17

TXN

Texas Instruments Inc

New

Shares713

Event2026-06-30

Filed2026-07-17

BOKF

BOK Financial Corp

New

Shares1.5K

Event2026-06-30

Filed2026-07-17

CBU

Community Financial System, Inc

New

Shares3.1K

Event2026-06-30

Filed2026-07-17

Vanguard Mid-Cap ETF

New

Shares2.5K

Event2026-06-30

Filed2026-07-17

IMO

Imperial Oil Ltd

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available