Sponsored

The Analysis of Clean Yield Group's Holdings & P&L

Currently, Clean Yield Group holds 385 types of securities in its portfolio with a total value $355.2M. In the most recent quarter, they have increased their positions in COST (+4.5K shares, valued at $4.5M), PANW (+16.2K shares, valued at $2.6M), NFLX (+17.2K shares, valued at $1.7M); decreased their positions in HOLX (-45.9K shares, valued at $3.5M), N/A (-56.3K shares, valued at $845.6K), N/A (-2.6K shares, valued at $817.4K); initiated new positions in N/A (+3.0K shares, valued at $581.8K), ESGU (+2.5K shares, valued at $349.9K), N/A (+10.5K shares, valued at $274.8K).

1M P&L

+16.5M+5.33%

3M P&L

+8.3M+2.60%

HY P&L

+12.1M+3.87%

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

1Consumer Electronics25.8M

8.7%

2Semiconductors16.9M

5.7%

3Software - Application15.5M

5.2%

Top Industries by Stock Count

1N/A52 stocks

15.1%

2Banks - Regional15 stocks

4.3%

3Software - Application14 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM101.8K shares-0.27%2026-03-312026-04-14

NVDA NVIDIA CORPORATION COM91.4K shares1.19%2026-03-312026-04-14

BROADCOM INC COM BROADCOM INC COM39.6K shares-6.26%2026-03-312026-04-14

ASML ASML HLDG NV N Y REGISTRY SHS8.9K shares-4.51%2026-03-312026-04-14

CSCO CISCO SYS INC COM117.7K shares1.90%2026-03-312026-04-14

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR162.0K shares0.38%2026-03-312026-04-14

PLD PROLOGIS INC. COM56.3K shares1.36%2026-03-312026-04-14

AWK AMERICAN WTR WKS CO INC NEW COM52.4K shares-9.69%2026-03-312026-04-14

Sponsored

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS53.7K shares1.29%2026-03-312026-04-14

FERGUSON ENTERPRISES INC COMMON STOCK NEW FERGUSON ENTERPRISES INC COMMON STOCK NEW27.2K shares0.26%2026-03-312026-04-14

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW110.2K shares-4.49%2026-03-312026-04-14

HASI HA SUSTAINABLE INFRA CAP INC COM169.3K shares-4.69%2026-03-312026-04-14

ROST ROSS STORES INC COM28.6K shares0.26%2026-03-312026-04-14

CRM SALESFORCE INC COM30.8K shares21.79%2026-03-312026-04-14

SYK STRYKER CORPORATION COM16.4K shares4.49%2026-03-312026-04-14

SFM SPROUTS FMRS MKT INC COM68.6K shares-0.44%2026-03-312026-04-14

Sponsored

JKHY HENRY JACK & ASSOC INC COM33.2K shares1.54%2026-03-312026-04-14

DGX QUEST DIAGNOSTICS INC COM26.3K shares-1.35%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION COM5.2K shares646.32%2026-03-312026-04-14

CAC CAMDEN NATL CORP COM107.8K shares4.93%2026-03-312026-04-14

HUBBELL INC COM HUBBELL INC COM10.2K shares2.73%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON COM20.1K shares-1.55%2026-03-312026-04-14

ECL ECOLAB INC COM18.4K shares2.72%2026-03-312026-04-14

MSFT MICROSOFT CORP COM12.8K shares0.00%2026-03-312026-04-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS COM19.1K shares1.23%2026-03-312026-04-14

FSLR FIRST SOLAR INC COM22.8K shares-5.62%2026-03-312026-04-14

SCHW SCHWAB CHARLES CORP COM47.3K shares16.87%2026-03-312026-04-14

TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS238.4K shares-8.60%2026-03-312026-04-14

HD HOME DEPOT INC13.2K shares1.26%2026-03-312026-04-14

NOW SERVICENOW INC COM39.0K shares53.01%2026-03-312026-04-14

BWA BORGWARNER INC COM75.0K shares3.76%2026-03-312026-04-14

NFLX NETFLIX INC. COM41.9K shares69.44%2026-03-312026-04-14

Sponsored

MCO MOODYS CORP COM9.2K shares7.09%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING INC COM19.6K shares-0.66%2026-03-312026-04-14

VMI VALMONT INDS INC COM9.8K shares2.30%2026-03-312026-04-14

VEEV VEEVA SYS INC CL A COM21.9K shares1.57%2026-03-312026-04-14

MKC MCCORMICK & CO INC COM NON VTG76.0K shares0.25%2026-03-312026-04-14

STT STATE STR CORP COM29.1K shares51.40%2026-03-312026-04-14

NOK NOKIA CORP SPONSORED ADR446.6K shares16.78%2026-03-312026-04-14

KAI KADANT INC COM12.2K shares3.16%2026-03-312026-04-14

Sponsored

CHKP CHECK POINT SOFTWARE TECH LTD ORD24.9K shares2.60%2026-03-312026-04-14

VODAFONE GROUP PLC SPONSORED ADR VODAFONE GROUP PLC SPONSORED ADR227.7K shares-19.82%2026-03-312026-04-14

WAB WABTEC COM13.7K shares7.86%2026-03-312026-04-14

DOC HEALTHPEAK PROPERTIES INC COM194.3K shares-7.41%2026-03-312026-04-14

LLY ELI LILLY & CO COM3.2K shares0.00%2026-03-312026-04-14

AMAL AMALGAMATED FINANCIAL CORP COM73.5K shares-20.51%2026-03-312026-04-14

HTO H2O AMERICA COM46.4K shares8.69%2026-03-312026-04-14

PANW PALO ALTO NETWORKS INC COM16.7K shares3032.96%2026-03-312026-04-14

Sponsored

COLB COLUMBIA BKG SYS INC COM92.5K shares18.91%2026-03-312026-04-14

ALPHABET CLASS A ALPHABET CLASS A8.7K shares-0.11%2026-03-312026-04-14

CMG CHIPOTLE MEXICAN GRILL INC COM77.5K shares47.04%2026-03-312026-04-14

PG PROCTER & GAMBLE CO COM16.5K shares-1.52%2026-03-312026-04-14

ITW ILLINOIS TOOL WKS INC COM8.5K shares-0.31%2026-03-312026-04-14

LULU LULULEMON ATHLETICA INC COM14.2K shares50.48%2026-03-312026-04-14

EXPD EXPEDITORS INTL WASH INC COM13.5K shares-8.72%2026-03-312026-04-14

TU TELUS CORPORATION COM146.0K shares-16.01%2026-03-312026-04-14

Sponsored

AMRC AMERESCO INC CL A66.5K shares5.93%2026-03-312026-04-14

AMGN AMGEN INC COM4.8K shares0.00%2026-03-312026-04-14

PEP PEPSICO INC COM10.8K shares-1.37%2026-03-312026-04-14

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C5.7K shares0.00%2026-03-312026-04-14

SOFI SOFI TECHNOLOGIES INC COM98.4K shares184.36%2026-03-312026-04-14

SPY STATE STREET SPDR S&P 500 ETF2.4K shares-18.76%2026-03-312026-04-14

UPS UNITED PARCEL SVCS INC CL B13.5K shares2.52%2026-03-312026-04-14

MERCK & CO INC COM MERCK & CO INC COM10.5K shares-3.14%2026-03-312026-04-14

Sponsored

TMO THERMO FISHER SCIENTIFIC INC COM2.5K shares-4.11%2026-03-312026-04-14

INTU INTUIT COM2.6K shares-20.84%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW2.3K shares-2.49%2026-03-312026-04-14

NVO NOVO-NORDISK A S ADR29.5K shares-2.20%2026-03-312026-04-14

CL COLGATE PALMOLIVE CO COM12.3K shares-10.88%2026-03-312026-04-14

USB US BANCORP COM NEW19.8K shares-9.49%2026-03-312026-04-14

VITL VITAL FARMS INC COM66.2K shares1.14%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO COM3.1K shares-0.52%2026-03-312026-04-14

Sponsored

HOLX HOLOGIC INC COM12.0K shares-79.27%2026-03-312026-04-14

ABBV ABBVIE INC COM3.9K shares0.00%2026-03-312026-04-14

TRMB TRIMBLE INC COM12.8K shares-4.70%2026-03-312026-04-14

ORLY OREILLY AUTOMOTIVE INC COM8.9K shares0.00%2026-03-312026-04-14

GRNB VANECK GREEN BOND ETF34.1K shares-10.25%2026-03-312026-04-14

BDX BECTON DICKINSON & CO COM4.6K shares-7.77%2026-03-312026-04-14

GE AEROSPACE COM NEW GE AEROSPACE COM NEW2.5K shares-16.23%2026-03-312026-04-14

NEE NEXTERA ENERGY INC COM7.4K shares-2.65%2026-03-312026-04-14

Sponsored

JPM JPMORGAN CHASE & CO COM2.2K shares0.00%2026-03-312026-04-14

XOM EXXON MOBIL CORP COM3.8K shares-3.83%2026-03-312026-04-14

AFL AFLAC INC COM5.7K shares-3.76%2026-03-312026-04-14

ABT ABBOTT LABORATORIES COM5.9K shares-6.00%2026-03-312026-04-14

GEV GE VERNOVA INC COM685 shares0.00%2026-03-312026-04-14

TXN TEXAS INSTRS INC COM3.1K shares0.00%2026-03-312026-04-14

KEYS KEYSIGHT TECHNOLOGIES INC COM2.1K shares0.00%2026-03-312026-04-14

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD3.0K sharesnew addition2026-03-312026-04-14

Sponsored

GIS GENERAL MILLS INC COM15.3K shares5.08%2026-03-312026-04-14

MA MASTERCARD INCORPORATED CL A1.1K shares-7.79%2026-03-312026-04-14

WTRG ESSENTIAL UTILS INC COM12.7K shares0.00%2026-03-312026-04-14

WMT WALMART INC COM4.1K shares0.00%2026-03-312026-04-14

APH AMPHENOL CORP CL A4.0K shares0.00%2026-03-312026-04-14

A AGILENT TECHNOLOGIES INC COM4.4K shares0.00%2026-03-312026-04-14

HIFS HINGHAM INSTN SVGS MASS COM1.6K shares-9.67%2026-03-312026-04-14

WTS WATTS WATER TECHNOLOGIES INC CL A1.6K shares0.00%2026-03-312026-04-14

Sponsored

CWT CALIFORNIA WTR SVC GROUP COM10.1K shares-7.32%2026-03-312026-04-14

MMM 3M CO COM3.0K shares0.00%2026-03-312026-04-14

AMZN AMAZON COM INC COM2.0K shares-20.18%2026-03-312026-04-14

SJM SMUCKER J M CO COM NEW4.4K shares-2.49%2026-03-312026-04-14

KO COCA COLA CO COM5.5K shares-2.92%2026-03-312026-04-14

HLIO HELIOS TECHNOLOGIES INC COM6.3K shares-2.32%2026-03-312026-04-14

GDX VANECK GOLD MINERS ETF4.4K shares-24.08%2026-03-312026-04-14

TSCO TRACTOR SUPPLY CO COM8.6K shares0.00%2026-03-312026-04-14

Sponsored

DIS DISNEY WALT CO COM4.0K shares-22.34%2026-03-312026-04-14

PAYX PAYCHEX INC COM4.2K shares0.00%2026-03-312026-04-14

GLW CORNING INC COM2.8K shares0.00%2026-03-312026-04-14

WAT WATERS CORP COM1.3K shares93.85%2026-03-312026-04-14

MCD MCDONALDS CORP COM1.2K shares0.00%2026-03-312026-04-14

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I610 shares-32.07%2026-03-312026-04-14

ESGU ISHARES ESG AWARE MSCI USA ETF2.5K sharesnew addition2026-03-312026-04-14

VOOG VANGUARD S&P 500 GROWTH ETF835 shares-29.95%2026-03-312026-04-14

Sponsored

SYY SYSCO CORP COM4.5K shares-2.37%2026-03-312026-04-14

GLD SPDR GOLD SHARES735 shares0.00%2026-03-312026-04-14

LOW LOWES COS INC COM1.3K shares-7.05%2026-03-312026-04-14

IRM IRON MTN INC DEL COM3.0K shares0.00%2026-03-312026-04-14

RTX RTX CORPORATION COM1.5K shares-7.70%2026-03-312026-04-14

MTD METTLER TOLEDO INTERNATIONAL COM226 shares0.00%2026-03-312026-04-14

AYI ACUITY INC COM985 shares6.49%2026-03-312026-04-14

BNY MELLON MUNICIPAL INTERMEDIATE ETF BNY MELLON MUNICIPAL INTERMEDIATE ETF10.5K sharesnew addition2026-03-312026-04-14

Sponsored

RNR RENAISSANCERE HLDGS LTD COM910 shares-14.15%2026-03-312026-04-14

TGT TARGET CORP COM2.2K shares0.00%2026-03-312026-04-14

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF1.9K shares0.00%2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC COM904 shares0.00%2026-03-312026-04-14

CW CURTISS WRIGHT CORP COM350 shares0.00%2026-03-312026-04-14

VTI VANGUARD TOTAL STOCK MARKET ETF738 shares-9.11%2026-03-312026-04-14

ORCL ORACLE CORP COM1.6K shares-0.06%2026-03-312026-04-14

FDX FEDEX CORP COM655 shares0.00%2026-03-312026-04-14

Sponsored

LH LABCORP HOLDINGS INC COM SHS859 shares0.00%2026-03-312026-04-14

APD AIR PRODUCTS AND CHEMICALS INC COM787 shares0.00%2026-03-312026-04-14

MSEX MIDDLESEX WTR CO COM4.3K shares-3.87%2026-03-312026-04-14

IWF ISHARES RUSSELL 1000 GROWTH ETF518 shares-3.72%2026-03-312026-04-14

MCK MCKESSON CORP COM246 shares0.00%2026-03-312026-04-14

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF4.5K shares0.00%2026-03-312026-04-14

UNP UNION PAC CORP COM850 shares0.00%2026-03-312026-04-14

HSY HERSHEY CO COM950 shares-5.00%2026-03-312026-04-14

Sponsored

V VISA INC COM CL A650 shares-4.27%2026-03-312026-04-14

CMCSA COMCAST CORP NEW CL A6.8K shares0.00%2026-03-312026-04-14

PFE PFIZER INC COM6.8K shares-22.96%2026-03-312026-04-14

CAT CATERPILLAR INC COM270 shares0.00%2026-03-312026-04-14

TRV TRAVELERS COMPANIES INC COM650 shares-3.13%2026-03-312026-04-14

DHR DANAHER CORP DEL COM994 shares-1.00%2026-03-312026-04-14

THE CIGNA GROUP COM THE CIGNA GROUP COM705 shares-15.87%2026-03-312026-04-14

CHD CHURCH & DWIGHT CO INC COM2.0K shares-2.64%2026-03-312026-04-14

Sponsored

UTHR UNITED THERAPEUTICS CORP DEL COM300 shares0.00%2026-03-312026-04-14

TJX TJX COS INC NEW COM1.1K shares0.00%2026-03-312026-04-14

SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF7.0K sharesnew addition2026-03-312026-04-14

WM WASTE MGMT INC DEL COM751 shares-6.24%2026-03-312026-04-14

SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF7.4K sharesnew addition2026-03-312026-04-14

VO VANGUARD MID-CAP ETF568 shares0.00%2026-03-312026-04-14

BMY BRISTOL-MYERS SQUIBB CO COM2.7K shares0.00%2026-03-312026-04-14

GPC GENUINE PARTS CO COM1.5K shares-12.82%2026-03-312026-04-14

Sponsored

ESGD ISHARES ESG AWARE MSCI EAFE ETF1.7K sharesnew addition2026-03-312026-04-14

FITB FIFTH THIRD BANCORP COM3.5K shares-0.86%2026-03-312026-04-14

CENCORA INC COM CENCORA INC COM500 shares0.00%2026-03-312026-04-14

ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF3.2K sharesnew addition2026-03-312026-04-14

EMR EMERSON ELEC CO COM1.2K shares-1.03%2026-03-312026-04-14

EATON CORP PLC SHS EATON CORP PLC SHS423 shares0.00%2026-03-312026-04-14

T AT&T INC COM5.2K shares-26.42%2026-03-312026-04-14

VRTX VERTEX PHARMACEUTICALS INC COM322 shares0.00%2026-03-312026-04-14

Sponsored

SHW SHERWIN WILLIAMS CO COM445 shares-5.92%2026-03-312026-04-14

NSC NORFOLK SOUTHN CORP COM474 shares0.00%2026-03-312026-04-14

MAR MARRIOTT INTL INC NEW CL A405 shares0.00%2026-03-312026-04-14

MSCI MSCI INC COM245 shares0.00%2026-03-312026-04-14

DOV DOVER CORP COM633 shares0.00%2026-03-312026-04-14

VUG VANGUARD GROWTH ETF293 shares-14.58%2026-03-312026-04-14

WFC WELLS FARGO & CO COM1.6K shares0.00%2026-03-312026-04-14

NEA NUVEEN AMT FREE QLTY MUN INCME COM11.0K shares0.00%2026-03-312026-04-14

Sponsored

BETA TECHNOLOGIES INC COM SHS CL A BETA TECHNOLOGIES INC COM SHS CL A8.3K shares0.00%2026-03-312026-04-14

MCHP MICROCHIP TECHNOLOGY INC. COM1.9K shares0.00%2026-03-312026-04-14

YUM YUM BRANDS INC COM738 shares0.00%2026-03-312026-04-14

CVX CHEVRON CORPORATION COM543 shares0.00%2026-03-312026-04-14

USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF3.0K sharesnew addition2026-03-312026-04-14

CARR CARRIER GLOBAL CORPORATION COM2.0K shares0.00%2026-03-312026-04-14

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF2.4K shares0.00%2026-03-312026-04-14

VIXY PROSHARES VIX SHORT-TERM FUTURES ETF3.2K shares0.00%2026-03-312026-04-14

Sponsored

BK BANK NEW YORK MELLON CORP COM916 shares-12.93%2026-03-312026-04-14

GWW WW GRAINGER INC COM96 shares0.00%2026-03-312026-04-14

IDA IDACORP INC COM700 shares0.00%2026-03-312026-04-14

VTEB VANGUARD TAX-EXEMPT BOND ETF2.0K shares0.00%2026-03-312026-04-14

EBAY EBAY INC. COM1.1K shares0.00%2026-03-312026-04-14

AJG GALLAGHER ARTHUR J & CO COM451 shares0.00%2026-03-312026-04-14

NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT6.7K shares0.00%2026-03-312026-04-14

TNC TENNANT CO COM1.4K shares0.00%2026-03-312026-04-14

Sponsored

INTC INTEL CORP COM2.1K shares-19.19%2026-03-312026-04-14

NUW NUVEEN AMT-FREE MUN VALUE FD COM6.4K shares0.00%2026-03-312026-04-14

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF1.8K shares5085.29%2026-03-312026-04-14

MAS MASCO CORP COM1.5K shares0.00%2026-03-312026-04-14

HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF3.6K shares0.00%2026-03-312026-04-14

AVY AVERY DENNISON CORP COM504 shares0.00%2026-03-312026-04-14

SNPS SYNOPSYS INC COM214 shares0.00%2026-03-312026-04-14

BSV VANGUARD SHORT-TERM BOND ETF1.1K shares0.00%2026-03-312026-04-14

Sponsored

PNC PNC FINL SVCS GROUP INC COM397 shares0.00%2026-03-312026-04-14

CVS CVS HEALTH CORP COM1.1K shares0.00%2026-03-312026-04-14

VHT VANGUARD HEALTH CARE ETF300 shares0.00%2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS237 shares0.00%2026-03-312026-04-14

EW EDWARDS LIFESCIENCES CORP COM1.0K shares-0.99%2026-03-312026-04-14

ESGE ISHARES ESG AWARE MSCI EM ETF1.7K sharesnew addition2026-03-312026-04-14

XYL XYLEM INC COM644 shares-14.59%2026-03-312026-04-14

ZTS ZOETIS INC CL A650 shares0.00%2026-03-312026-04-14

Sponsored

HPE HEWLETT PACKARD ENTERPRISE CO COM3.2K shares0.00%2026-03-312026-04-14

UBER UBER TECHNOLOGIES INC COM1.0K shares0.00%2026-03-312026-04-14

KMX CARMAX INC COM1.8K shares-1.10%2026-03-312026-04-14

ALC ALCON AG ORD SHS950 shares0.00%2026-03-312026-04-14

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM617 shares-28.84%2026-03-312026-04-14

SUSA ISHARES ESG OPTIMIZED MSCI USA ETF539 sharesnew addition2026-03-312026-04-14

STAG STAG INDUSTRIAL INC COM1.8K shares-12.88%2026-03-312026-04-14

VOT VANGUARD MID-CAP GROWTH ETF254 shares0.00%2026-03-312026-04-14

Sponsored

HR HEALTHCARE RLTY TR CL A COM3.8K shares0.00%2026-03-312026-04-14

VTV VANGUARD VALUE ETF329 shares0.00%2026-03-312026-04-14

FLJP FRANKLIN FTSE JAPAN ETF1.8K shares0.00%2026-03-312026-04-14

ADI ANALOG DEVICES INC COM196 shares0.00%2026-03-312026-04-14

IWM ISHARES RUSSELL 2000 ETF250 shares0.00%2026-03-312026-04-14

HP INC COM HP INC COM3.2K shares0.00%2026-03-312026-04-14

CB CHUBB LTD SWITZ COM187 shares0.00%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC COM71 shares0.00%2026-03-312026-04-14

Sponsored

SPGI S&P GLOBAL INC COM133 shares-8.90%2026-03-312026-04-14

TIP ISHARES TIPS BOND ETF500 shares0.00%2026-03-312026-04-14

ROP ROPER TECHNOLOGIES INC COM153 shares-3.16%2026-03-312026-04-14

CTAS CINTAS CORP COM320 shares0.00%2026-03-312026-04-14

TLH ISHARES 10-20 YEAR TREASURY BOND ETF530 shares0.00%2026-03-312026-04-14

SPOT SPOTIFY TECHNOLOGY S A SHS110 shares0.00%2026-03-312026-04-14

CNI CANADIAN NATL RY CO COM500 shares0.00%2026-03-312026-04-14

TWLO TWILIO INC CL A400 shares0.00%2026-03-312026-04-14

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK702 shares0.00%2026-03-312026-04-14

WOR WORTHINGTON ENTERPRISES INC COM950 shares0.00%2026-03-312026-04-14

MUB ISHARES NATIONAL MUNI BOND ETF465 shares0.00%2026-03-312026-04-14

CGNX COGNEX CORP COM1.0K shares0.00%2026-03-312026-04-14

AROW ARROW FINL CORP COM1.5K shares0.00%2026-03-312026-04-14

BHB BAR HBR BANKSHARES COM1.5K shares0.00%2026-03-312026-04-14

IHI ISHARES U.S. MEDICAL DEVICES ETF840 shares0.00%2026-03-312026-04-14

PH PARKER-HANNIFIN CORP COM50 shares0.00%2026-03-312026-04-14

Sponsored

META META PLATFORMS INC CL A77 shares0.00%2026-03-312026-04-14

PFG PRINCIPAL FINANCIAL GROUP INC COM484 shares0.00%2026-03-312026-04-14

SOLV SOLVENTUM CORP COM SHS650 shares0.00%2026-03-312026-04-14

SHOP SHOPIFY INC CL A SUB VTG SHS356 shares-2.20%2026-03-312026-04-14

CPER UNITED STATES COPPER INDEX FUND1.2K shares0.00%2026-03-312026-04-14

QCOM QUALCOMM INC COM315 shares-20.05%2026-03-312026-04-14

AMAT APPLIED MATLS INC COM116 shares-27.95%2026-03-312026-04-14

DVY ISHARES SELECT DIVIDEND ETF260 shares0.00%2026-03-312026-04-14

Sponsored

TT TRANE TECHNOLOGIES PLC SHS92 shares0.00%2026-03-312026-04-14

SMB VANECK SHORT MUNI ETF2.2K shares0.00%2026-03-312026-04-14

TLT ISHARES 20 YEAR TREASURY BOND ETF440 shares0.00%2026-03-312026-04-14

TSLA TESLA INC COM102 shares0.00%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC COM752 shares-42.68%2026-03-312026-04-14

NKE NIKE INC CL B700 shares0.00%2026-03-312026-04-14

WS WORTHINGTON STL INC COM SHS1.2K shares0.00%2026-03-312026-04-14

CSX CSX CORP COM879 shares0.00%2026-03-312026-04-14

Sponsored

DASH DOORDASH INC CL A225 shares0.00%2026-03-312026-04-14

DLTR DOLLAR TREE INC COM300 shares-25.00%2026-03-312026-04-14

BLACKROCK INC COM BLACKROCK INC COM34 shares0.00%2026-03-312026-04-14

FAST FASTENAL CO COM696 shares0.00%2026-03-312026-04-14

MMC MARSH & MCLENNAN COS INC COM186 shares-3.63%2026-03-312026-04-14

MAA MID-AMER APT CMNTYS INC COM260 shares-32.47%2026-03-312026-04-14

TROW PRICE T ROWE GROUP INC COM351 shares0.00%2026-03-312026-04-14

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST49 shares0.00%2026-03-312026-04-14

Sponsored

HIG HARTFORD INSURANCE GROUP INC COM223 shares-34.22%2026-03-312026-04-14

LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF416 shares0.00%2026-03-312026-04-14

PYPL PAYPAL HLDGS INC COM642 shares0.16%2026-03-312026-04-14

GDXJ VANECK JUNIOR GOLD MINERS ETF240 shares0.00%2026-03-312026-04-14

MEDTRONIC PLC SHS MEDTRONIC PLC SHS326 shares-15.10%2026-03-312026-04-14

L LOEWS CORP COM263 shares0.00%2026-03-312026-04-14

MIDD MIDDLEBY CORP COM200 shares0.00%2026-03-312026-04-14

KB KB FINL GROUP INC SPONSORED ADR263 shares0.00%2026-03-312026-04-14

Sponsored

KVUE KENVUE INC COM1.5K shares0.00%2026-03-312026-04-14

WPM WHEATON PRECIOUS METALS CORP COM195 shares0.00%2026-03-312026-04-14

KMB KIMBERLY-CLARK CORP COM262 shares0.00%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC COM NEW54 shares0.00%2026-03-312026-04-14

AMP AMERIPRISE FINL INC COM56 shares-49.09%2026-03-312026-04-14

SLF SUN LIFE FINANCIAL INC. COM380 shares-44.04%2026-03-312026-04-14

UBS UBS GROUP AG SHS591 shares0.00%2026-03-312026-04-14

DELL DELL TECHNOLOGIES INC CL C129 shares-38.57%2026-03-312026-04-14

Sponsored

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF345 shares0.58%2026-03-312026-04-14

SUPER MICRO COMPUTER INC COM NEW SUPER MICRO COMPUTER INC COM NEW900 shares0.00%2026-03-312026-04-14

NRG NRG ENERGY INC COM NEW137 shares0.00%2026-03-312026-04-14

RSG REPUBLIC SVCS INC COM90 shares0.00%2026-03-312026-04-14

LHX L3HARRIS TECHNOLOGIES INC COM55 shares0.00%2026-03-312026-04-14

CME CME GROUP INC COM63 shares-24.10%2026-03-312026-04-14

DE DEERE & CO COM33 shares-10.81%2026-03-312026-04-14

MAGNUM ICE CREAM CO NV ORD SHS MAGNUM ICE CREAM CO NV ORD SHS1.2K shares-95.21%2026-03-312026-04-14

Sponsored

CBRE CBRE GROUP INC CL A134 shares0.00%2026-03-312026-04-14

AGZ ISHARES AGENCY BOND ETF161 shares-80.46%2026-03-312026-04-14

EBC EASTERN BANKSHARES INC COM900 shares0.00%2026-03-312026-04-14

CWI STATE STREET SPDR MSCI ACWI EX-US ETF462 shares0.00%2026-03-312026-04-14

ICLN ISHARES GLOBAL CLEAN ENERGY ETF900 shares0.00%2026-03-312026-04-14

CEG CONSTELLATION ENERGY CORP COM58 shares0.00%2026-03-312026-04-14

WSM WILLIAMS SONOMA INC COM88 shares-54.17%2026-03-312026-04-14

DLR DIGITAL RLTY TR INC COM80 shares-20.79%2026-03-312026-04-14

Sponsored

SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF140 shares0.00%2026-03-312026-04-14

OXY OCCIDENTAL PETE CORP COM200 shares0.00%2026-03-312026-04-14

PGR PROGRESSIVE CORP COM65 shares-9.72%2026-03-312026-04-14

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW60 shares0.00%2026-03-312026-04-14

NMR NOMURA HLDGS INC SPONSORED ADR1.6K shares-22.78%2026-03-312026-04-14

BP BP PLC SPONSORED ADR250 shares0.00%2026-03-312026-04-14

GILD GILEAD SCIENCES INC COM84 shares0.00%2026-03-312026-04-14

LUCID GROUP INC COM NEW LUCID GROUP INC COM NEW1.2K shares0.00%2026-03-312026-04-14

Sponsored

UNB UNION BANKSHARES INC COM450 shares0.00%2026-03-312026-04-14

OTIS OTIS WORLDWIDE CORP COM134 shares0.00%2026-03-312026-04-14

LECO LINCOLN ELEC HLDGS INC COM41 shares0.00%2026-03-312026-04-14

INVESCO RAFI EMERGING MARKETS ETF INVESCO RAFI EMERGING MARKETS ETF377 shares0.00%2026-03-312026-04-14

HLN HALEON PLC SPON ADS1.0K shares0.00%2026-03-312026-04-14

HON HONEYWELL INTL INC COM43 shares0.00%2026-03-312026-04-14

SO SOUTHERN CO COM100 shares0.00%2026-03-312026-04-14

ARMK ARAMARK COM230 shares0.00%2026-03-312026-04-14

Sponsored

AEGON LTD AMER REG 1 CERT AEGON LTD AMER REG 1 CERT1.3K shares0.00%2026-03-312026-04-14

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A46 shares-66.91%2026-03-312026-04-14

MSI MOTOROLA SOLUTIONS INC COM NEW21 shares0.00%2026-03-312026-04-14

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF90 shares0.00%2026-03-312026-04-14

MASI MASIMO CORP COM49 shares0.00%2026-03-312026-04-14

AEP AMERICAN ELEC PWR CO INC COM66 shares0.00%2026-03-312026-04-14

SONY SONY GROUP CORP SPONSORED ADR400 shares0.00%2026-03-312026-04-14

ALLY ALLY FINL INC COM200 shares0.00%2026-03-312026-04-14

Sponsored

AMD ADVANCED MICRO DEVICES INC COM38 shares0.00%2026-03-312026-04-14

RIVN RIVIAN AUTOMOTIVE INC COM CL A500 shares0.00%2026-03-312026-04-14

ALK ALASKA AIR GROUP INC COM200 shares0.00%2026-03-312026-04-14

IDXX IDEXX LABS INC COM13 shares0.00%2026-03-312026-04-14

ADBE ADOBE INC COM30 shares0.00%2026-03-312026-04-14

FSLY FASTLY INC CL A250 shares0.00%2026-03-312026-04-14

SBUX STARBUCKS CORP COM80 shares0.00%2026-03-312026-04-14

ZBH ZIMMER BIOMET HOLDINGS INC COM78 shares-79.69%2026-03-312026-04-14

Sponsored

COIN COINBASE GLOBAL INC COM CL A40 shares0.00%2026-03-312026-04-14

ETSY ETSY INC COM138 shares0.00%2026-03-312026-04-14

RUN SUNRUN INC COM508 shares0.00%2026-03-312026-04-14

JCI JOHNSON CTLS INTL PLC SHS51 shares0.00%2026-03-312026-04-14

WF WOORI FINL GROUP INC SPONSORED ADS100 shares0.00%2026-03-312026-04-14

JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF334 shares0.00%2026-03-312026-04-14

IBN ICICI BANK LIMITED ADR244 shares0.00%2026-03-312026-04-14

RY ROYAL BK CDA COM39 shares0.00%2026-03-312026-04-14

Sponsored

ORA ORMAT TECHNOLOGIES INC COM56 shares0.00%2026-03-312026-04-14

VERSANT MEDIA GROUP INC COM CL A VERSANT MEDIA GROUP INC COM CL A166 sharesnew addition2026-03-312026-04-14

FDS FACTSET RESH SYS INC COM27 shares-84.75%2026-03-312026-04-14

STNE STONECO LTD COM CL A410 shares0.00%2026-03-312026-04-14

MDLZ MONDELEZ INTL INC CL A100 shares-50.00%2026-03-312026-04-14

MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS339 shares0.00%2026-03-312026-04-14

DTM DT MIDSTREAM INC COMMON STOCK42 shares-69.12%2026-03-312026-04-14

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW42 shares0.00%2026-03-312026-04-14

Sponsored

SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR250 shares0.00%2026-03-312026-04-14

THOMSON REUTERS CORP COM THOMSON REUTERS CORP COM54 shares-75.00%2026-03-312026-04-14

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A79 shares0.00%2026-03-312026-04-14

HCA HCA HEALTHCARE INC COM10 shares0.00%2026-03-312026-04-14

ABNB AIRBNB INC COM CL A35 shares-63.54%2026-03-312026-04-14

NDAQ NASDAQ INC COM51 shares-65.07%2026-03-312026-04-14

XYZ BLOCK INC CL A70 shares0.00%2026-03-312026-04-14

TPR TAPESTRY INC COM29 shares0.00%2026-03-312026-04-14

Sponsored

QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK35 shares0.00%2026-03-312026-04-14

THC TENET HEALTHCARE CORP COM NEW21 shares0.00%2026-03-312026-04-14

HSBC HSBC HLDGS PLC SPON ADR NEW48 shares0.00%2026-03-312026-04-14

IIPR INNOVATIVE INDL PPTYS INC COM79 shares2.60%2026-03-312026-04-14

RNG RINGCENTRAL INC CL A100 shares0.00%2026-03-312026-04-14

HWM HOWMET AEROSPACE INC COM16 shares0.00%2026-03-312026-04-14

LVWR LIVEWIRE GROUP INC COM2.1K shares0.00%2026-03-312026-04-14

ASB ASSOCIATED BANC-CORP COM134 shares0.00%2026-03-312026-04-14

Sponsored

INFY INFOSYS LTD SPONSORED ADR254 shares0.00%2026-03-312026-04-14

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM71 shares0.00%2026-03-312026-04-14

SNOW SNOWFLAKE INC COM SHS20 shares0.00%2026-03-312026-04-14

DOW DOW HLDGS INC COM72 shares0.00%2026-03-312026-04-14

ALL ALLSTATE CORP COM13 shares-50.00%2026-03-312026-04-14

PDD PDD HOLDINGS INC SPONSORED ADS26 shares0.00%2026-03-312026-04-14

FTV FORTIVE CORP COM45 shares0.00%2026-03-312026-04-14

WDAY WORKDAY INC CL A18 shares0.00%2026-03-312026-04-14

Sponsored

MS MORGAN STANLEY COM NEW14 shares0.00%2026-03-312026-04-14

LDOS LEIDOS HOLDINGS INC COM14 shares0.00%2026-03-312026-04-14

WELL WELLTOWER INC COM11 shares0.00%2026-03-312026-04-14

FTNT FORTINET INC COM25 shares0.00%2026-03-312026-04-14

EDU NEW ORIENTAL ED & TECHNOLOGY G SPON ADR36 shares0.00%2026-03-312026-04-14

UMC UNITED MICROELECTRONICS CORP SPON ADR NEW218 shares0.00%2026-03-312026-04-14

UNM UNUM GROUP COM26 shares0.00%2026-03-312026-04-14

CRTO CRITEO S A SPONS ADS100 shares0.00%2026-03-312026-04-14

Sponsored

ATLASSIAN CORPORATION CL A ATLASSIAN CORPORATION CL A25 shares0.00%2026-03-312026-04-14

MET METLIFE INC COM22 shares0.00%2026-03-312026-04-14

AGO ASSURED GUARANTY LTD COM17 shares0.00%2026-03-312026-04-14

GM GENERAL MTRS CO COM18 shares0.00%2026-03-312026-04-14

SYM SYMBOTIC INC CLASS A COM20 shares0.00%2026-03-312026-04-14

VTRS VIATRIS INC COM69 shares0.00%2026-03-312026-04-14

VSTS VESTIS CORPORATION COM SHS113 shares0.00%2026-03-312026-04-14

RAL RALLIANT CORP COM15 shares0.00%2026-03-312026-04-14

Sponsored

COCRYSTAL PHARMA INC COM NEW COCRYSTAL PHARMA INC COM NEW418 shares0.00%2026-03-312026-04-14

IRWD IRONWOOD PHARMACEUTICALS INC COM CL A85 shares0.00%2026-03-312026-04-14

SNDL INC COM SNDL INC COM222 shares0.00%2026-03-312026-04-14

GRWG GROWGENERATION CORP COM200 shares0.00%2026-03-312026-04-14

TILRAY BRANDS INC COM TILRAY BRANDS INC COM30 shares0.00%2026-03-312026-04-14

VIA VIA TRANSN INC COM CL A10 shares0.00%2026-03-312026-04-14

WORKHORSE GROUP INC COM NEW WORKHORSE GROUP INC COM NEW1 shares0.00%2026-03-312026-04-14

LVWR.WS LIVEWIRE GROUP INC WT EXP 09262750 shares0.00%2026-03-312026-04-14

Sponsored

STEW SRH TOTAL RETURN FUND INC COMN/A sharesnew addition2026-03-312026-04-14

AAPL

APPLE INC COM

-0.27%

Shares101.8K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION COM

1.19%

Shares91.4K

Event2026-03-31

Filed2026-04-14

BROADCOM INC COM

-6.26%

Shares39.6K

Event2026-03-31

Filed2026-04-14

ASML

ASML HLDG NV N Y REGISTRY SHS

-4.51%

Shares8.9K

Event2026-03-31

Filed2026-04-14

CSCO

CISCO SYS INC COM

1.90%

Shares117.7K

Event2026-03-31

Filed2026-04-14

GSK PLC SPONSORED ADR

0.38%

Shares162.0K

Event2026-03-31

Filed2026-04-14

PLD

PROLOGIS INC. COM

1.36%

Shares56.3K

Event2026-03-31

Filed2026-04-14

AWK

AMERICAN WTR WKS CO INC NEW COM

-9.69%

Shares52.4K

Event2026-03-31

Filed2026-04-14

ARISTA NETWORKS INC COM SHS

1.29%

Shares53.7K

Event2026-03-31

Filed2026-04-14

FERGUSON ENTERPRISES INC COMMON STOCK NEW

0.26%

Shares27.2K

Event2026-03-31

Filed2026-04-14

UNILEVER PLC SPON ADR NEW

-4.49%

Shares110.2K

Event2026-03-31

Filed2026-04-14

HASI

HA SUSTAINABLE INFRA CAP INC COM

-4.69%

Shares169.3K

Event2026-03-31

Filed2026-04-14

ROST

ROSS STORES INC COM

0.26%

Shares28.6K

Event2026-03-31

Filed2026-04-14

CRM

SALESFORCE INC COM

21.79%

Shares30.8K

Event2026-03-31

Filed2026-04-14

SYK

STRYKER CORPORATION COM

4.49%

Shares16.4K

Event2026-03-31

Filed2026-04-14

SFM

SPROUTS FMRS MKT INC COM

-0.44%

Shares68.6K

Event2026-03-31

Filed2026-04-14

JKHY

HENRY JACK & ASSOC INC COM

1.54%

Shares33.2K

Event2026-03-31

Filed2026-04-14

DGX

QUEST DIAGNOSTICS INC COM

-1.35%

Shares26.3K

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION COM

646.32%

Shares5.2K

Event2026-03-31

Filed2026-04-14

CAC

CAMDEN NATL CORP COM

4.93%

Shares107.8K

Event2026-03-31

Filed2026-04-14

HUBBELL INC COM

2.73%

Shares10.2K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON COM

-1.55%

Shares20.1K

Event2026-03-31

Filed2026-04-14

ECL

ECOLAB INC COM

2.72%

Shares18.4K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP COM

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-14

IBM

INTERNATIONAL BUSINESS MACHS COM

1.23%

Shares19.1K

Event2026-03-31

Filed2026-04-14

FSLR

FIRST SOLAR INC COM

-5.62%

Shares22.8K

Event2026-03-31

Filed2026-04-14

SCHW

SCHWAB CHARLES CORP COM

16.87%

Shares47.3K

Event2026-03-31

Filed2026-04-14

TAK

TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS

-8.60%

Shares238.4K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

1.26%

Shares13.2K

Event2026-03-31

Filed2026-04-14

NOW

SERVICENOW INC COM

53.01%

Shares39.0K

Event2026-03-31

Filed2026-04-14

BWA

BORGWARNER INC COM

3.76%

Shares75.0K

Event2026-03-31

Filed2026-04-14

NFLX

NETFLIX INC. COM

69.44%

Shares41.9K

Event2026-03-31

Filed2026-04-14

MCO

MOODYS CORP COM

7.09%

Shares9.2K

Event2026-03-31

Filed2026-04-14

ADP

AUTOMATIC DATA PROCESSING INC COM

-0.66%

Shares19.6K

Event2026-03-31

Filed2026-04-14

VMI

VALMONT INDS INC COM

2.30%

Shares9.8K

Event2026-03-31

Filed2026-04-14

VEEV

VEEVA SYS INC CL A COM

1.57%

Shares21.9K

Event2026-03-31

Filed2026-04-14

MKC

MCCORMICK & CO INC COM NON VTG

0.25%

Shares76.0K

Event2026-03-31

Filed2026-04-14

STT

STATE STR CORP COM

51.40%

Shares29.1K

Event2026-03-31

Filed2026-04-14

NOK

NOKIA CORP SPONSORED ADR

16.78%

Shares446.6K

Event2026-03-31

Filed2026-04-14

KAI

KADANT INC COM

3.16%

Shares12.2K

Event2026-03-31

Filed2026-04-14

CHKP

CHECK POINT SOFTWARE TECH LTD ORD

2.60%

Shares24.9K

Event2026-03-31

Filed2026-04-14

VODAFONE GROUP PLC SPONSORED ADR

-19.82%

Shares227.7K

Event2026-03-31

Filed2026-04-14

WAB

WABTEC COM

7.86%

Shares13.7K

Event2026-03-31

Filed2026-04-14

DOC

HEALTHPEAK PROPERTIES INC COM

-7.41%

Shares194.3K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO COM

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-14

AMAL

AMALGAMATED FINANCIAL CORP COM

-20.51%

Shares73.5K

Event2026-03-31

Filed2026-04-14

HTO

H2O AMERICA COM

8.69%

Shares46.4K

Event2026-03-31

Filed2026-04-14

PANW

PALO ALTO NETWORKS INC COM

3032.96%

Shares16.7K

Event2026-03-31

Filed2026-04-14

COLB

COLUMBIA BKG SYS INC COM

18.91%

Shares92.5K

Event2026-03-31

Filed2026-04-14

ALPHABET CLASS A

-0.11%

Shares8.7K

Event2026-03-31

Filed2026-04-14

CMG

CHIPOTLE MEXICAN GRILL INC COM

47.04%

Shares77.5K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO COM

-1.52%

Shares16.5K

Event2026-03-31

Filed2026-04-14

ITW

ILLINOIS TOOL WKS INC COM

-0.31%

Shares8.5K

Event2026-03-31

Filed2026-04-14

LULU

LULULEMON ATHLETICA INC COM

50.48%

Shares14.2K

Event2026-03-31

Filed2026-04-14

EXPD

EXPEDITORS INTL WASH INC COM

-8.72%

Shares13.5K

Event2026-03-31

Filed2026-04-14

TELUS CORPORATION COM

-16.01%

Shares146.0K

Event2026-03-31

Filed2026-04-14

AMRC

AMERESCO INC CL A

5.93%

Shares66.5K

Event2026-03-31

Filed2026-04-14

AMGN

AMGEN INC COM

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC COM

-1.37%

Shares10.8K

Event2026-03-31

Filed2026-04-14

ALPHABET INC CAP STK CL C

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-14

SOFI

SOFI TECHNOLOGIES INC COM

184.36%

Shares98.4K

Event2026-03-31

Filed2026-04-14

SPY

STATE STREET SPDR S&P 500 ETF

-18.76%

Shares2.4K

Event2026-03-31

Filed2026-04-14

UPS

UNITED PARCEL SVCS INC CL B

2.52%

Shares13.5K

Event2026-03-31

Filed2026-04-14

MERCK & CO INC COM

-3.14%

Shares10.5K

Event2026-03-31

Filed2026-04-14

TMO

THERMO FISHER SCIENTIFIC INC COM

-4.11%

Shares2.5K

Event2026-03-31

Filed2026-04-14

INTU

INTUIT COM

-20.84%

Shares2.6K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL CL B NEW

-2.49%

Shares2.3K

Event2026-03-31

Filed2026-04-14

NVO

NOVO-NORDISK A S ADR

-2.20%

Shares29.5K

Event2026-03-31

Filed2026-04-14

COLGATE PALMOLIVE CO COM

-10.88%

Shares12.3K

Event2026-03-31

Filed2026-04-14

USB

US BANCORP COM NEW

-9.49%

Shares19.8K

Event2026-03-31

Filed2026-04-14

VITL

VITAL FARMS INC COM

1.14%

Shares66.2K

Event2026-03-31

Filed2026-04-14

AXP

AMERICAN EXPRESS CO COM

-0.52%

Shares3.1K

Event2026-03-31

Filed2026-04-14

HOLX

HOLOGIC INC COM

-79.27%

Shares12.0K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC COM

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-14

TRMB

TRIMBLE INC COM

-4.70%

Shares12.8K

Event2026-03-31

Filed2026-04-14

ORLY

OREILLY AUTOMOTIVE INC COM

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-14

GRNB

VANECK GREEN BOND ETF

-10.25%

Shares34.1K

Event2026-03-31

Filed2026-04-14

BDX

BECTON DICKINSON & CO COM

-7.77%

Shares4.6K

Event2026-03-31

Filed2026-04-14

GE AEROSPACE COM NEW

-16.23%

Shares2.5K

Event2026-03-31

Filed2026-04-14

NEE

NEXTERA ENERGY INC COM

-2.65%

Shares7.4K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO COM

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP COM

-3.83%

Shares3.8K

Event2026-03-31

Filed2026-04-14

AFL

AFLAC INC COM

-3.76%

Shares5.7K

Event2026-03-31

Filed2026-04-14

ABT

ABBOTT LABORATORIES COM

-6.00%

Shares5.9K

Event2026-03-31

Filed2026-04-14

GEV

GE VERNOVA INC COM

0.00%

Shares685

Event2026-03-31

Filed2026-04-14

TXN

TEXAS INSTRS INC COM

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-14

KEYS

KEYSIGHT TECHNOLOGIES INC COM

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-14

ASTRAZENECA PLC ORD

New

Shares3.0K

Event2026-03-31

Filed2026-04-14

GIS

GENERAL MILLS INC COM

5.08%

Shares15.3K

Event2026-03-31

Filed2026-04-14

MASTERCARD INCORPORATED CL A

-7.79%

Shares1.1K

Event2026-03-31

Filed2026-04-14

WTRG

ESSENTIAL UTILS INC COM

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC COM

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-14

APH

AMPHENOL CORP CL A

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-14

AGILENT TECHNOLOGIES INC COM

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-14

HIFS

HINGHAM INSTN SVGS MASS COM

-9.67%

Shares1.6K

Event2026-03-31

Filed2026-04-14

WTS

WATTS WATER TECHNOLOGIES INC CL A

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-14

CWT

CALIFORNIA WTR SVC GROUP COM

-7.32%

Shares10.1K

Event2026-03-31

Filed2026-04-14

MMM

3M CO COM

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC COM

-20.18%

Shares2.0K

Event2026-03-31

Filed2026-04-14

SJM

SMUCKER J M CO COM NEW

-2.49%

Shares4.4K

Event2026-03-31

Filed2026-04-14

COCA COLA CO COM

-2.92%

Shares5.5K

Event2026-03-31

Filed2026-04-14

HLIO

HELIOS TECHNOLOGIES INC COM

-2.32%

Shares6.3K

Event2026-03-31

Filed2026-04-14

GDX

VANECK GOLD MINERS ETF

-24.08%

Shares4.4K

Event2026-03-31

Filed2026-04-14

TSCO

TRACTOR SUPPLY CO COM

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-14

DIS

DISNEY WALT CO COM

-22.34%

Shares4.0K

Event2026-03-31

Filed2026-04-14

PAYX

PAYCHEX INC COM

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-14

GLW

CORNING INC COM

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-14

WAT

WATERS CORP COM

93.85%

Shares1.3K

Event2026-03-31

Filed2026-04-14

MCD

MCDONALDS CORP COM

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TRUST SERIES I

-32.07%

Shares610

Event2026-03-31

Filed2026-04-14

ESGU

ISHARES ESG AWARE MSCI USA ETF

New

Shares2.5K

Event2026-03-31

Filed2026-04-14

VOOG

VANGUARD S&P 500 GROWTH ETF

-29.95%

Shares835

Event2026-03-31

Filed2026-04-14

SYY

SYSCO CORP COM

-2.37%

Shares4.5K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD SHARES

0.00%

Shares735

Event2026-03-31

Filed2026-04-14

LOW

LOWES COS INC COM

-7.05%

Shares1.3K

Event2026-03-31

Filed2026-04-14

IRM

IRON MTN INC DEL COM

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-14

RTX

RTX CORPORATION COM

-7.70%

Shares1.5K

Event2026-03-31

Filed2026-04-14

MTD

METTLER TOLEDO INTERNATIONAL COM

0.00%

Shares226

Event2026-03-31

Filed2026-04-14

AYI

ACUITY INC COM

6.49%

Shares985

Event2026-03-31

Filed2026-04-14

BNY MELLON MUNICIPAL INTERMEDIATE ETF

New

Shares10.5K

Event2026-03-31

Filed2026-04-14

RNR

RENAISSANCERE HLDGS LTD COM

-14.15%

Shares910

Event2026-03-31

Filed2026-04-14

TGT

TARGET CORP COM

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-14

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-14

UNH

UNITEDHEALTH GROUP INC COM

0.00%

Shares904

Event2026-03-31

Filed2026-04-14

CURTISS WRIGHT CORP COM

0.00%

Shares350

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD TOTAL STOCK MARKET ETF

-9.11%

Shares738

Event2026-03-31

Filed2026-04-14

ORCL

ORACLE CORP COM

-0.06%

Shares1.6K

Event2026-03-31

Filed2026-04-14

FDX

FEDEX CORP COM

0.00%

Shares655

Event2026-03-31

Filed2026-04-14

LABCORP HOLDINGS INC COM SHS

0.00%

Shares859

Event2026-03-31

Filed2026-04-14

APD

AIR PRODUCTS AND CHEMICALS INC COM

0.00%

Shares787

Event2026-03-31

Filed2026-04-14

MSEX

MIDDLESEX WTR CO COM

-3.87%

Shares4.3K

Event2026-03-31

Filed2026-04-14

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-3.72%

Shares518

Event2026-03-31

Filed2026-04-14

MCK

MCKESSON CORP COM

0.00%

Shares246

Event2026-03-31

Filed2026-04-14

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-14

UNP

UNION PAC CORP COM

0.00%

Shares850

Event2026-03-31

Filed2026-04-14

HSY

HERSHEY CO COM

-5.00%

Shares950

Event2026-03-31

Filed2026-04-14

VISA INC COM CL A

-4.27%

Shares650

Event2026-03-31

Filed2026-04-14

CMCSA

COMCAST CORP NEW CL A

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-14

PFE

PFIZER INC COM

-22.96%

Shares6.8K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC COM

0.00%

Shares270

Event2026-03-31

Filed2026-04-14

TRV

TRAVELERS COMPANIES INC COM

-3.13%

Shares650

Event2026-03-31

Filed2026-04-14

DHR

DANAHER CORP DEL COM

-1.00%

Shares994

Event2026-03-31

Filed2026-04-14

THE CIGNA GROUP COM

-15.87%

Shares705

Event2026-03-31

Filed2026-04-14

CHD

CHURCH & DWIGHT CO INC COM

-2.64%

Shares2.0K

Event2026-03-31

Filed2026-04-14

UTHR

UNITED THERAPEUTICS CORP DEL COM

0.00%

Shares300

Event2026-03-31

Filed2026-04-14

TJX

TJX COS INC NEW COM

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

SJNK

STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF

New

Shares7.0K

Event2026-03-31

Filed2026-04-14

WASTE MGMT INC DEL COM

-6.24%

Shares751

Event2026-03-31

Filed2026-04-14

SPHY

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

New

Shares7.4K

Event2026-03-31

Filed2026-04-14

VANGUARD MID-CAP ETF

0.00%

Shares568

Event2026-03-31

Filed2026-04-14

BMY

BRISTOL-MYERS SQUIBB CO COM

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-14

GPC

GENUINE PARTS CO COM

-12.82%

Shares1.5K

Event2026-03-31

Filed2026-04-14

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

New

Shares1.7K

Event2026-03-31

Filed2026-04-14

FITB

FIFTH THIRD BANCORP COM

-0.86%

Shares3.5K

Event2026-03-31

Filed2026-04-14

CENCORA INC COM

0.00%

Shares500

Event2026-03-31

Filed2026-04-14

ESML

ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

New

Shares3.2K

Event2026-03-31

Filed2026-04-14

EMR

EMERSON ELEC CO COM

-1.03%

Shares1.2K

Event2026-03-31

Filed2026-04-14

EATON CORP PLC SHS

0.00%

Shares423

Event2026-03-31

Filed2026-04-14

AT&T INC COM

-26.42%

Shares5.2K

Event2026-03-31

Filed2026-04-14

VRTX

VERTEX PHARMACEUTICALS INC COM

0.00%

Shares322

Event2026-03-31

Filed2026-04-14

SHW

SHERWIN WILLIAMS CO COM

-5.92%

Shares445

Event2026-03-31

Filed2026-04-14

NSC

NORFOLK SOUTHN CORP COM

0.00%

Shares474

Event2026-03-31

Filed2026-04-14

MAR

MARRIOTT INTL INC NEW CL A

0.00%

Shares405

Event2026-03-31

Filed2026-04-14

MSCI

MSCI INC COM

0.00%

Shares245

Event2026-03-31

Filed2026-04-14

DOV

DOVER CORP COM

0.00%

Shares633

Event2026-03-31

Filed2026-04-14

VUG

VANGUARD GROWTH ETF

-14.58%

Shares293

Event2026-03-31

Filed2026-04-14

WFC

WELLS FARGO & CO COM

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-14

NEA

NUVEEN AMT FREE QLTY MUN INCME COM

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-14

BETA TECHNOLOGIES INC COM SHS CL A

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-14

MCHP

MICROCHIP TECHNOLOGY INC. COM

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-14

YUM

YUM BRANDS INC COM

0.00%

Shares738

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORPORATION COM

0.00%

Shares543

Event2026-03-31

Filed2026-04-14

USHY

ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF

New

Shares3.0K

Event2026-03-31

Filed2026-04-14

CARR

CARRIER GLOBAL CORPORATION COM

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-14

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-14

VIXY

PROSHARES VIX SHORT-TERM FUTURES ETF

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-14

BANK NEW YORK MELLON CORP COM

-12.93%

Shares916

Event2026-03-31

Filed2026-04-14

GWW

WW GRAINGER INC COM

0.00%

Shares96

Event2026-03-31

Filed2026-04-14

IDA

IDACORP INC COM

0.00%

Shares700

Event2026-03-31

Filed2026-04-14

VTEB

VANGUARD TAX-EXEMPT BOND ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-14

EBAY

EBAY INC. COM

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

AJG

GALLAGHER ARTHUR J & CO COM

0.00%

Shares451

Event2026-03-31

Filed2026-04-14

NXP

NUVEEN SELECT TAX-FREE INCOME SH BEN INT

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-14

TNC

TENNANT CO COM

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-14

INTC

INTEL CORP COM

-19.19%

Shares2.1K

Event2026-03-31

Filed2026-04-14

NUW

NUVEEN AMT-FREE MUN VALUE FD COM

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-14

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

5085.29%

Shares1.8K

Event2026-03-31

Filed2026-04-14

MAS

MASCO CORP COM

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

HYMB

STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-14

AVY

AVERY DENNISON CORP COM

0.00%

Shares504

Event2026-03-31

Filed2026-04-14

SNPS

SYNOPSYS INC COM

0.00%

Shares214

Event2026-03-31

Filed2026-04-14

BSV

VANGUARD SHORT-TERM BOND ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

PNC

PNC FINL SVCS GROUP INC COM

0.00%

Shares397

Event2026-03-31

Filed2026-04-14

CVS

CVS HEALTH CORP COM

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

VHT

VANGUARD HEALTH CARE ETF

0.00%

Shares300

Event2026-03-31

Filed2026-04-14

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

0.00%

Shares237

Event2026-03-31

Filed2026-04-14

EDWARDS LIFESCIENCES CORP COM

-0.99%

Shares1.0K

Event2026-03-31

Filed2026-04-14

ESGE

ISHARES ESG AWARE MSCI EM ETF

New

Shares1.7K

Event2026-03-31

Filed2026-04-14

XYL

XYLEM INC COM

-14.59%

Shares644

Event2026-03-31

Filed2026-04-14

ZTS

ZOETIS INC CL A

0.00%

Shares650

Event2026-03-31

Filed2026-04-14

HPE

HEWLETT PACKARD ENTERPRISE CO COM

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-14

UBER

UBER TECHNOLOGIES INC COM

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

KMX

CARMAX INC COM

-1.10%

Shares1.8K

Event2026-03-31

Filed2026-04-14

ALC

ALCON AG ORD SHS

0.00%

Shares950

Event2026-03-31

Filed2026-04-14

WEC ENERGY GROUP INC COM

-28.84%

Shares617

Event2026-03-31

Filed2026-04-14

SUSA

ISHARES ESG OPTIMIZED MSCI USA ETF

New

Shares539

Event2026-03-31

Filed2026-04-14

STAG

STAG INDUSTRIAL INC COM

-12.88%

Shares1.8K

Event2026-03-31

Filed2026-04-14

VOT

VANGUARD MID-CAP GROWTH ETF

0.00%

Shares254

Event2026-03-31

Filed2026-04-14

HEALTHCARE RLTY TR CL A COM

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-14

VTV

VANGUARD VALUE ETF

0.00%

Shares329

Event2026-03-31

Filed2026-04-14

FLJP

FRANKLIN FTSE JAPAN ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-14

ADI

ANALOG DEVICES INC COM

0.00%

Shares196

Event2026-03-31

Filed2026-04-14

IWM

ISHARES RUSSELL 2000 ETF

0.00%

Shares250

Event2026-03-31

Filed2026-04-14

HP INC COM

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-14

CHUBB LTD SWITZ COM

0.00%

Shares187

Event2026-03-31

Filed2026-04-14

GOLDMAN SACHS GROUP INC COM

0.00%

Shares71

Event2026-03-31

Filed2026-04-14

SPGI

S&P GLOBAL INC COM

-8.90%

Shares133

Event2026-03-31

Filed2026-04-14

TIP

ISHARES TIPS BOND ETF

0.00%

Shares500

Event2026-03-31

Filed2026-04-14

ROP

ROPER TECHNOLOGIES INC COM

-3.16%

Shares153

Event2026-03-31

Filed2026-04-14

CTAS

CINTAS CORP COM

0.00%

Shares320

Event2026-03-31

Filed2026-04-14

TLH

ISHARES 10-20 YEAR TREASURY BOND ETF

0.00%

Shares530

Event2026-03-31

Filed2026-04-14

SPOT

SPOTIFY TECHNOLOGY S A SHS

0.00%

Shares110

Event2026-03-31

Filed2026-04-14

CNI

CANADIAN NATL RY CO COM

0.00%

Shares500

Event2026-03-31

Filed2026-04-14

TWLO

TWILIO INC CL A

0.00%

Shares400

Event2026-03-31

Filed2026-04-14

GEHC

GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK

0.00%

Shares702

Event2026-03-31

Filed2026-04-14

WOR

WORTHINGTON ENTERPRISES INC COM

0.00%

Shares950

Event2026-03-31

Filed2026-04-14

MUB

ISHARES NATIONAL MUNI BOND ETF

0.00%

Shares465

Event2026-03-31

Filed2026-04-14

CGNX

COGNEX CORP COM

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

AROW

ARROW FINL CORP COM

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

BHB

BAR HBR BANKSHARES COM

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

IHI

ISHARES U.S. MEDICAL DEVICES ETF

0.00%

Shares840

Event2026-03-31

Filed2026-04-14

PARKER-HANNIFIN CORP COM

0.00%

Shares50

Event2026-03-31

Filed2026-04-14