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The Analysis of Corient IA LLC's Holdings & P&L

Currently, Corient IA LLC holds 279 types of securities in its portfolio with a total value $106.4M. In the most recent quarter, they have increased their positions in ASML (+1.5K shares, valued at $1.9M), SPY (+2.8K shares, valued at $1.8M), PLTR (+8.1K shares, valued at $1.2M); decreased their positions in HWM (-2.7K shares, valued at $624.5K), NFLX (-3.1K shares, valued at $296.1K), CW (-380 shares, valued at $258.8K); initiated new positions in ASML (+1.5K shares, valued at $1.9M), SPY (+2.8K shares, valued at $1.8M), PLTR (+8.1K shares, valued at $1.2M).

1M P&L

+1.7M+2.35%

3M P&L

+2.0M+2.65%

HY P&L

+9.1M+13.70%

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

1Aerospace & Defense7.9M

11.3%

2Software - Infrastructure5.2M

7.4%

3Semiconductors4.5M

6.4%

Top Industries by Stock Count

1Aerospace & Defense8 stocks

5.8%

2Drug Manufacturers - General7 stocks

5.1%

3Specialty Industrial Machinery7 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

HWM Howmet Aerospace Inc11.3K shares-19.36%2026-03-312026-05-14

PANW Palo Alto Networks Inc15.1K shares40.13%2026-03-312026-05-14

ASML ASML Hldg NV NY Reg Shs1.5K sharesnew addition2026-03-312026-05-14

NVDA Nvidia Corp10.8K shares-6.26%2026-03-312026-05-14

SPY State Street SPDR S&P 500 ETF2.8K sharesnew addition2026-03-312026-05-14

NYT New York Times Cl A20.6K shares195.00%2026-03-312026-05-14

WMT Walmart Inc12.0K shares-11.11%2026-03-312026-05-14

CASY Casey's General Stores Inc1.9K shares-10.52%2026-03-312026-05-14

Sponsored

NFLX Netflix Inc12.9K shares-19.27%2026-03-312026-05-14

PLTR Palantir Technologies Inc Cl A8.1K sharesnew addition2026-03-312026-05-14

ISRG Intuitive Surgical Inc2.5K sharesnew addition2026-03-312026-05-14

CW Curtiss-Wright Corp1.6K shares-19.00%2026-03-312026-05-14

EMBJ Embraer SA Sp ADR18.0K shares-9.69%2026-03-312026-05-14

Broadcom Inc Broadcom Inc3.2K sharesnew addition2026-03-312026-05-14

TT Trane Technologies PLC2.2K sharesnew addition2026-03-312026-05-14

TSLA Tesla Inc2.4K shares-19.33%2026-03-312026-05-14

Sponsored

PWR Quanta Services Inc1.6K sharesnew addition2026-03-312026-05-14

RACE Ferrari NV2.5K sharesnew addition2026-03-312026-05-14

LITE Lumentum Hldgs Inc1.2K sharesnew addition2026-03-312026-05-14

JBL Jabil Inc3.2K shares-19.50%2026-03-312026-05-14

ABBV AbbVie Inc3.9K sharesnew addition2026-03-312026-05-14

MSFT Microsoft Corp2.2K shares-10.80%2026-03-312026-05-14

AMD Advanced Micro Devices4.0K shares-19.10%2026-03-312026-05-14

SHOP Shopify Inc Cl A6.5K shares-10.66%2026-03-312026-05-14

Sponsored

Alphabet Inc Cl C Alphabet Inc Cl C2.6K sharesnew addition2026-03-312026-05-14

TSEM Tower Semiconductor Ltd4.0K sharesnew addition2026-03-312026-05-14

AMAT Applied Materials Inc2.0K shares-18.80%2026-03-312026-05-14

AMZN Amazon.com Inc3.2K shares-19.50%2026-03-312026-05-14

Linde PLC Linde PLC1.3K sharesnew addition2026-03-312026-05-14

CCJ Cameco Corp6.0K shares0.00%2026-03-312026-05-14

YOU Clear Secure Inc Cl A13.2K sharesnew addition2026-03-312026-05-14

ITT Inc ITT Inc3.3K sharesnew addition2026-03-312026-05-14

Sponsored

LLY Eli Lilly & Co670 shares252.63%2026-03-312026-05-14

Barrick Mining Corp Barrick Mining Corp14.8K sharesnew addition2026-03-312026-05-14

PH Parker Hannifin Corp661 shares-10.80%2026-03-312026-05-14

URI United Rentals Inc810 shares-19.00%2026-03-312026-05-14

Lam Research Corp Lam Research Corp2.8K sharesnew addition2026-03-312026-05-14

NVT nVent Electric PLC4.9K sharesnew addition2026-03-312026-05-14

HEI HEICO Corp2.0K shares-18.80%2026-03-312026-05-14

NOC Northrop Grumman Corp810 shares-19.00%2026-03-312026-05-14

Sponsored

GLW Corning Inc4.0K shares-19.20%2026-03-312026-05-14

WDC Western Digital Corp2.0K shares-18.80%2026-03-312026-05-14

TS Tenaris SA ADR9.3K shares0.00%2026-03-312026-05-14

TDY Teledyne Technologies Inc890 shares-11.00%2026-03-312026-05-14

JPM JPMorgan Chase & Co1.8K sharesnew addition2026-03-312026-05-14

AXON Axon Enterprise Inc1.2K sharesnew addition2026-03-312026-05-14

CHKP Check Point Software3.6K sharesnew addition2026-03-312026-05-14

BKNG Booking Hldgs Inc120 shares-20.00%2026-03-312026-05-14

Sponsored

XYL Xylem Inc4.2K sharesnew addition2026-03-312026-05-14

BN Brookfield Corp12.4K sharesnew addition2026-03-312026-05-14

Brookfield Asset Mgmt Ltd Cl A Brookfield Asset Mgmt Ltd Cl A11.3K shares-8.24%2026-03-312026-05-14

BIDU Baidu Inc Sp ADR4.5K shares-2.40%2026-03-312026-05-14

W Wayfair Inc Cl A6.6K shares-12.27%2026-03-312026-05-14

GILD Gilead Sciences Inc3.5K shares-11.50%2026-03-312026-05-14

HSBC HSBC Hldgs PLC Sp ADR6.0K shares0.00%2026-03-312026-05-14

VMI Valmont Industries1.2K shares-18.67%2026-03-312026-05-14

Sponsored

CNI Canadian Natl Rwy Co4.7K shares-9.14%2026-03-312026-05-14

Berkshire Hathaway Cl B Berkshire Hathaway Cl B1.0K sharesnew addition2026-03-312026-05-14

RTX RTX Corp2.5K sharesnew addition2026-03-312026-05-14

MLM Martin Marietta Mtls810 shares-19.00%2026-03-312026-05-14

CRWD CrowdStrike Hldgs Inc1.2K sharesnew addition2026-03-312026-05-14

PHM Pulte Group Inc4.0K shares-19.20%2026-03-312026-05-14

OSK Oshkosh Corp3.2K shares-19.50%2026-03-312026-05-14

WTS Watts Water Tech Cl A1.6K shares-19.00%2026-03-312026-05-14

Sponsored

TEX Terex Corp7.9K sharesnew addition2026-03-312026-05-14

ACLS Axcelis Technologies Inc5.0K sharesnew addition2026-03-312026-05-14

UBS UBS Group AG Reg11.9K sharesnew addition2026-03-312026-05-14

CLH Clean Harbors Inc1.6K shares-19.00%2026-03-312026-05-14

META Meta Platforms Inc Cl A810 sharesnew addition2026-03-312026-05-14

NVS Novartis AG Sp ADR3.0K shares0.00%2026-03-312026-05-14

FTNT Fortinet Inc5.7K shares-19.29%2026-03-312026-05-14

LNG Cheniere Energy Inc1.6K sharesnew addition2026-03-312026-05-14

Sponsored

CF CF Industries Hldgs Inc3.5K shares-11.50%2026-03-312026-05-14

DE Deere & Co810 shares-19.00%2026-03-312026-05-14

AstraZeneca Plc AstraZeneca Plc2.3K sharesnew addition2026-03-312026-05-14

TSM Taiwan Semicon Mfg Co Ltd Sp A1.3K shares0.00%2026-03-312026-05-14

SNA Snap-On Inc1.2K shares-18.67%2026-03-312026-05-14

ROK Rockwell Automation1.2K shares-18.67%2026-03-312026-05-14

STLD Steel Dynamics Inc2.4K shares-19.33%2026-03-312026-05-14

IMO Imperial Oil Ltd3.3K shares0.00%2026-03-312026-05-14

Sponsored

GLD SPDR Gold Shares ETF1.0K sharesnew addition2026-03-312026-05-14

ADI Analog Devices Inc1.3K shares-10.67%2026-03-312026-05-14

GCI USA TODAY Co Inc60.0K sharesnew addition2026-03-312026-05-14

NOW ServiceNow Inc4.0K sharesnew addition2026-03-312026-05-14

SQM Sociedad Quimica y Minera de C5.2K shares-4.93%2026-03-312026-05-14

LHX L3Harris Technologies Inc1.2K shares-18.67%2026-03-312026-05-14

IDXX IDEXX Laboratories Inc745 sharesnew addition2026-03-312026-05-14

FIX Comfort Systems USA Inc300 sharesnew addition2026-03-312026-05-14

Sponsored

TM Toyota Motor Corp Sp ADR2.0K shares0.00%2026-03-312026-05-14

DMAC Diamedica Therapeutics Inc60.0K sharesnew addition2026-03-312026-05-14

ALV Autoliv Inc3.9K shares-13.06%2026-03-312026-05-14

ECL Ecolab Inc1.5K shares-11.18%2026-03-312026-05-14

WELL Welltower Inc REIT2.0K sharesnew addition2026-03-312026-05-14

SYK Stryker Corp1.2K shares-18.67%2026-03-312026-05-14

FSLR First Solar Inc2.0K shares-18.80%2026-03-312026-05-14

SU Suncor Energy Inc6.0K shares0.00%2026-03-312026-05-14

Sponsored

SPOT Spotify Technology SA810 sharesnew addition2026-03-312026-05-14

RIO Rio Tinto PLC Sp ADR4.2K shares0.00%2026-03-312026-05-14

WM Waste Mgmt Inc1.6K shares-19.00%2026-03-312026-05-14

AVAV Aerovironment Inc2.0K shares-18.80%2026-03-312026-05-14

AEP American Elec Power2.8K shares-19.43%2026-03-312026-05-14

LYV Live Nation Entmt Inc2.4K shares-19.33%2026-03-312026-05-14

BMI Badger Meter Inc2.4K shares-19.33%2026-03-312026-05-14

DHI DR Horton Inc2.7K sharesnew addition2026-03-312026-05-14

Sponsored

OC Owens Corning Inc3.4K shares-15.75%2026-03-312026-05-14

ORA Ormat Tech Inc3.2K shares-19.50%2026-03-312026-05-14

PCAR Paccar Inc3.1K shares-11.43%2026-03-312026-05-14

SLF Sun Life Finl Inc5.7K shares0.00%2026-03-312026-05-14

TJX TJX Companies Inc2.2K shares-10.80%2026-03-312026-05-14

RSG Republic Services Inc1.6K shares-19.00%2026-03-312026-05-14

BSX Boston Scientific Corp5.7K shares-19.29%2026-03-312026-05-14

NTRA Natera Inc1.8K shares-12.50%2026-03-312026-05-14

Sponsored

ACA Arcosa Inc3.3K shares-10.89%2026-03-312026-05-14

DRI Darden Restaurants1.8K shares-11.00%2026-03-312026-05-14

IBIT iShares Bitcoin Trust ETF9.0K sharesnew addition2026-03-312026-05-14

CCL Carnival Corp13.3K shares-11.20%2026-03-312026-05-14

NUE Nucor Corp2.0K shares-18.80%2026-03-312026-05-14

CNX CNX Resources Corp8.9K sharesnew addition2026-03-312026-05-14

FMS Fresenius Med Care AG Sp ADR15.0K shares0.00%2026-03-312026-05-14

SCI Service Corp Intl4.0K shares-19.20%2026-03-312026-05-14

Sponsored

GSK PLC Sp ADR GSK PLC Sp ADR6.0K shares0.00%2026-03-312026-05-14

PHG Koninklijke Philips NV11.9K shares0.00%2026-03-312026-05-14

RY Royal Bank of Canada2.0K shares0.00%2026-03-312026-05-14

VEA Vanguard FTSE Developed Mkts E5.0K sharesnew addition2026-03-312026-05-14

TTWO Take-Two Interactive Software1.6K shares-19.00%2026-03-312026-05-14

DPZ Domino's Pizza Inc890 sharesnew addition2026-03-312026-05-14

TLN Talen Energy Corporation1.0K sharesnew addition2026-03-312026-05-14

Marvell Technology Inc Marvell Technology Inc3.2K shares-19.50%2026-03-312026-05-14

Sponsored

NSSC Napco Security Tech Inc8.1K shares-19.30%2026-03-312026-05-14

UBER Uber Technologies Inc4.4K sharesnew addition2026-03-312026-05-14

ODFL Old Dominion Freight Line1.6K shares-19.00%2026-03-312026-05-14

AMGN Amgen Inc890 shares-11.00%2026-03-312026-05-14

MT ArcelorMittal NY Reg6.0K shares0.00%2026-03-312026-05-14

LH LABCORP Holdings Inc1.2K shares-10.77%2026-03-312026-05-14

AGCO AGCO Corp2.7K shares-11.33%2026-03-312026-05-14

SNY Sanofi Sp ADR6.4K shares0.00%2026-03-312026-05-14

Sponsored

RCI Rogers Comm Inc Cl B (CAD)8.0K shares0.00%2026-03-312026-05-14

XLE Energy Sector SPDR ETF5.0K sharesnew addition2026-03-312026-05-14

CRM Salesforce Inc1.6K shares-19.00%2026-03-312026-05-14

Unilever PLC Sp ADR Unilever PLC Sp ADR5.3K shares0.00%2026-03-312026-05-14

NEE NextEra Energy Inc3.2K sharesnew addition2026-03-312026-05-14

WCN Waste Connections Inc1.8K sharesnew addition2026-03-312026-05-14

SHEL Shell PLC Sp ADR3.2K shares0.00%2026-03-312026-05-14

DAL Delta Air Lines Inc4.4K shares-11.20%2026-03-312026-05-14

Sponsored

FLS Flowserve Corp4.0K shares-11.11%2026-03-312026-05-14

BCO Brink's Co2.8K shares-19.43%2026-03-312026-05-14

CNQ Canadian Natural Resources6.0K shares0.00%2026-03-312026-05-14

LNN Lindsay Corp2.4K shares-19.33%2026-03-312026-05-14

SAP SAP SE Sp ADR1.7K shares0.00%2026-03-312026-05-14

J Jacobs Solutions Inc2.2K shares-10.80%2026-03-312026-05-14

FLUT Flutter Entertainment PLC DI2.8K sharesnew addition2026-03-312026-05-14

EXPE Expedia Grp Inc1.2K sharesnew addition2026-03-312026-05-14

Sponsored

PNR Pentair PLC3.2K shares-19.50%2026-03-312026-05-14

BP BP PLC Sp ADR6.0K shares0.00%2026-03-312026-05-14

SITM Sitime Corporation800 sharesnew addition2026-03-312026-05-14

AWK American Water Works2.0K shares-18.80%2026-03-312026-05-14

TAK Takeda Pharma Co Ltd Sp ADR14.9K shares0.00%2026-03-312026-05-14

ONON On Holding AG Cl A8.0K sharesnew addition2026-03-312026-05-14

MTD Mettler-Toledo Intl210 shares-16.00%2026-03-312026-05-14

PLNT Planet Fitness Inc Cl A3.5K sharesnew addition2026-03-312026-05-14

Sponsored

TER Teradyne Inc885 sharesnew addition2026-03-312026-05-14

Canadian Pacific Kansas City L Canadian Pacific Kansas City L3.3K sharesnew addition2026-03-312026-05-14

EW Edwards Lifesciences3.2K sharesnew addition2026-03-312026-05-14

WMB Williams Cos Inc3.5K shares-11.50%2026-03-312026-05-14

RYI Ryerson Holding Corp11.4K sharesnew addition2026-03-312026-05-14

RRX Regal Rexnord Corp1.3K shares-10.67%2026-03-312026-05-14

IJR iShares Core S&P Small Cap ETF2.0K sharesnew addition2026-03-312026-05-14

MLI Mueller Ind Inc2.2K shares-10.80%2026-03-312026-05-14

Sponsored

MWA Mueller Water Products Cl A8.9K shares-11.00%2026-03-312026-05-14

MAS Masco Corp4.0K shares-19.20%2026-03-312026-05-14

BWA BorgWarner Inc4.4K sharesnew addition2026-03-312026-05-14

CHDN Churchill Downs Inc2.7K shares-11.33%2026-03-312026-05-14

ITRI Itron Inc2.7K shares-11.33%2026-03-312026-05-14

MASI Masimo Corp1.3K sharesnew addition2026-03-312026-05-14

ULTA Ulta Beauty Inc455 sharesnew addition2026-03-312026-05-14

XPO XPO Inc1.2K shares-18.67%2026-03-312026-05-14

Sponsored

Blackstone Inc Blackstone Inc2.0K sharesnew addition2026-03-312026-05-14

NXPI NXP Semiconductors NV1.2K sharesnew addition2026-03-312026-05-14

A Agilent Technologies2.0K sharesnew addition2026-03-312026-05-14

DHR Danaher Corp1.2K shares-18.67%2026-03-312026-05-14

RDY Dr Reddy's Lab Ltd ADR16.5K shares0.00%2026-03-312026-05-14

VMC Vulcan Materials Co840 shares-11.58%2026-03-312026-05-14

ALC Alcon Inc3.0K sharesnew addition2026-03-312026-05-14

UFPI UFP Industries Inc2.4K sharesnew addition2026-03-312026-05-14

Sponsored

OLLI Ollie's Bargain Outlet Hldgs2.4K shares-19.33%2026-03-312026-05-14

TSCO Tractor Supply Co4.8K shares-19.17%2026-03-312026-05-14

BEP Brookfield Renewable Ptnrs LP6.7K sharesnew addition2026-03-312026-05-14

BHP BHP Grp Ltd Sp ADR3.0K sharesnew addition2026-03-312026-05-14

ADBE Adobe Inc890 sharesnew addition2026-03-312026-05-14

VWO Vanguard FTSE Emerging Mkts ET4.0K sharesnew addition2026-03-312026-05-14

VLTO Veralto Corp2.4K sharesnew addition2026-03-312026-05-14

CPRT Copart Inc6.5K shares-19.25%2026-03-312026-05-14

Sponsored

TDG TransDigm Grp Inc180 shares-10.00%2026-03-312026-05-14

LDOS Leidos Hldgs Inc1.3K shares-10.67%2026-03-312026-05-14

BNS Bank of Nova Scotia3.0K shares0.00%2026-03-312026-05-14

QRVO Qorvo Inc2.7K shares-11.33%2026-03-312026-05-14

AAPL Apple Inc810 shares-19.00%2026-03-312026-05-14

OTIS Otis Worldwide Corp2.7K sharesnew addition2026-03-312026-05-14

BMO Bank of Montreal1.5K sharesnew addition2026-03-312026-05-14

DXCM DexCom Inc3.2K shares-19.50%2026-03-312026-05-14

Sponsored

CWT California Water Srvc4.4K shares-11.20%2026-03-312026-05-14

TMO Thermo Fisher Scientific400 shares-20.00%2026-03-312026-05-14

VRTX Vertex Pharma Inc440 sharesnew addition2026-03-312026-05-14

RMBS Rambus Inc2.2K shares-10.80%2026-03-312026-05-14

EAT Brinker Intl1.3K shares-10.67%2026-03-312026-05-14

Liberty Media Corp Liberty For Liberty Media Corp Liberty For2.2K shares-10.80%2026-03-312026-05-14

GNRC Generac Hldgs Inc970 sharesnew addition2026-03-312026-05-14

SNN Smith & Nephew PLC Sp ADR6.0K sharesnew addition2026-03-312026-05-14

Sponsored

SM SM Energy Co6.1K sharesnew addition2026-03-312026-05-14

FLR Fluor Corp4.0K sharesnew addition2026-03-312026-05-14

BABA Alibaba Grp Hldg Ltd Sp ADR1.5K sharesnew addition2026-03-312026-05-14

ZBRA Zebra Tech Corp Cl A890 shares-11.00%2026-03-312026-05-14

NET Cloudflare Inc Cl A890 sharesnew addition2026-03-312026-05-14

ABT Abbott Laboratories1.8K shares-11.00%2026-03-312026-05-14

FFIV F5 Inc630 sharesnew addition2026-03-312026-05-14

WDFC WD-40 Company890 sharesnew addition2026-03-312026-05-14

Sponsored

ADP Automatic Data Processing890 shares-11.00%2026-03-312026-05-14

ZM Zoom Communications Inc Cl A2.2K sharesnew addition2026-03-312026-05-14

WTRG Essential Utilities Inc4.4K sharesnew addition2026-03-312026-05-14

EQIX Equinix Inc REIT180 sharesnew addition2026-03-312026-05-14

TR Tootsie Roll Industries4.1K sharesnew addition2026-03-312026-05-14

BLD TopBuild Corp500 sharesnew addition2026-03-312026-05-14

ENB Enbridge Inc3.2K sharesnew addition2026-03-312026-05-14

IBN ICICI Bank Ltd Sp ADR6.6K sharesnew addition2026-03-312026-05-14

Sponsored

NVO Novo Nordisk A/S Sp ADR4.6K shares0.00%2026-03-312026-05-14

ROKU Roku Inc1.8K sharesnew addition2026-03-312026-05-14

CRSP CRISPR Therapeutics AG3.5K sharesnew addition2026-03-312026-05-14

TD Toronto Dominion Bank1.8K sharesnew addition2026-03-312026-05-14

MIR Mirion Technologies Inc8.9K sharesnew addition2026-03-312026-05-14

HII Huntington Ingalls Inds435 sharesnew addition2026-03-312026-05-14

YETI YETI Hldgs Inc4.4K sharesnew addition2026-03-312026-05-14

Eaton Corp PLC Eaton Corp PLC440 sharesnew addition2026-03-312026-05-14

Sponsored

RBLX Roblox Corp Cl A2.8K shares-10.97%2026-03-312026-05-14

Aptiv PLC Aptiv PLC2.2K sharesnew addition2026-03-312026-05-14

ALGN Align Technology Inc890 sharesnew addition2026-03-312026-05-14

GATX GATX Corp890 sharesnew addition2026-03-312026-05-14

PEN Penumbra Inc440 sharesnew addition2026-03-312026-05-14

TRN Trinity Industries4.4K sharesnew addition2026-03-312026-05-14

REGN Regeneron Pharmaceuticals Inc180 sharesnew addition2026-03-312026-05-14

PHIN PHINIA Inc2.0K sharesnew addition2026-03-312026-05-14

Sponsored

IOT Samsara Inc Cl A4.3K sharesnew addition2026-03-312026-05-14

IJH iShares Core S&P Mid-Cap ETF2.0K sharesnew addition2026-03-312026-05-14

HOLX Hologic Inc (Delisted)1.8K sharesnew addition2026-03-312026-05-14

AESI Atlas Energy Solutions Inc10.0K sharesnew addition2026-03-312026-05-14

AMPH Amphastar Pharma Inc6.7K sharesnew addition2026-03-312026-05-14

BOX Box Inc Cl A5.3K sharesnew addition2026-03-312026-05-14

FOA Finance of America Co Inc Cl A7.5K sharesnew addition2026-03-312026-05-14

XYZ Block Inc Cl A2.0K sharesnew addition2026-03-312026-05-14

Sponsored

SHAK Shake Shack Inc Cl A1.3K sharesnew addition2026-03-312026-05-14

PLD Prologis Inc REIT890 sharesnew addition2026-03-312026-05-14

WDAY Workday Inc Cl A890 sharesnew addition2026-03-312026-05-14

HRB H&R Block Inc3.5K sharesnew addition2026-03-312026-05-14

Z Zillow Grp Inc Cl C2.7K sharesnew addition2026-03-312026-05-14

WGO Winnebago Industries Inc3.5K sharesnew addition2026-03-312026-05-14

DOCU DocuSign Inc2.2K sharesnew addition2026-03-312026-05-14

DDOG Datadog Inc Cl A890 sharesnew addition2026-03-312026-05-14

Sponsored

HMC Honda Motor Co Ltd Sp ADR4.2K sharesnew addition2026-03-312026-05-14

OBDC Blue Owl Capital Corp8.9K sharesnew addition2026-03-312026-05-14

Match Group Inc Match Group Inc3.1K sharesnew addition2026-03-312026-05-14

DraftKings Inc DraftKings Inc4.3K sharesnew addition2026-03-312026-05-14

PTON Peloton Interactive Inc Cl A21.3K sharesnew addition2026-03-312026-05-14

ZS Zscaler Inc630 sharesnew addition2026-03-312026-05-14

DOCS Doximity Inc Cl A3.5K sharesnew addition2026-03-312026-05-14

NEM Newmont Corp750 sharesnew addition2026-03-312026-05-14

Sponsored

PYPL PayPal Hldgs Inc1.8K sharesnew addition2026-03-312026-05-14

GDDY GoDaddy Inc Cl A890 sharesnew addition2026-03-312026-05-14

BR Broadridge Finl Solutions440 sharesnew addition2026-03-312026-05-14

CAE CAE Inc2.7K sharesnew addition2026-03-312026-05-14

TREX Trex Company Inc1.8K sharesnew addition2026-03-312026-05-14

TME Tencent Music Entertainment AD6.0K sharesnew addition2026-03-312026-05-14

XJH iShares ESG Select Screened S&900 sharesnew addition2026-03-312026-05-14

XJR iShares ESG Select Screened S&900 sharesnew addition2026-03-312026-05-14

Sponsored

NE Noble Corp PLC (Delisted)466 sharesnew addition2026-03-312026-05-14

Magnum Ice Cream Co NV Magnum Ice Cream Co NV1.2K sharesnew addition2026-03-312026-05-14

XLI Industrial Sector SPDR ETF100 sharesnew addition2026-03-312026-05-14

XHB SPDR S&P Homebuilders ETF100 sharesnew addition2026-03-312026-05-14

XLP Consumer Staples SPDR ETF100 sharesnew addition2026-03-312026-05-14

IHI iShares U.S. Medical Devices E50 sharesnew addition2026-03-312026-05-14

XLB Materials Sector SPDR ETF50 sharesnew addition2026-03-312026-05-14

HWM

Howmet Aerospace Inc

-19.36%

Shares11.3K

Event2026-03-31

Filed2026-05-14

PANW

Palo Alto Networks Inc

40.13%

Shares15.1K

Event2026-03-31

Filed2026-05-14

ASML

ASML Hldg NV NY Reg Shs

New

Shares1.5K

Event2026-03-31

Filed2026-05-14

NVDA

Nvidia Corp

-6.26%

Shares10.8K

Event2026-03-31

Filed2026-05-14

SPY

State Street SPDR S&P 500 ETF

New

Shares2.8K

Event2026-03-31

Filed2026-05-14

NYT

New York Times Cl A

195.00%

Shares20.6K

Event2026-03-31

Filed2026-05-14

WMT

Walmart Inc

-11.11%

Shares12.0K

Event2026-03-31

Filed2026-05-14

CASY

Casey's General Stores Inc

-10.52%

Shares1.9K

Event2026-03-31

Filed2026-05-14

NFLX

Netflix Inc

-19.27%

Shares12.9K

Event2026-03-31

Filed2026-05-14

PLTR

Palantir Technologies Inc Cl A

New

Shares8.1K

Event2026-03-31

Filed2026-05-14

ISRG

Intuitive Surgical Inc

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

Curtiss-Wright Corp

-19.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

EMBJ

Embraer SA Sp ADR

-9.69%

Shares18.0K

Event2026-03-31

Filed2026-05-14

Broadcom Inc

New

Shares3.2K

Event2026-03-31

Filed2026-05-14

Trane Technologies PLC

New

Shares2.2K

Event2026-03-31

Filed2026-05-14

TSLA

Tesla Inc

-19.33%

Shares2.4K

Event2026-03-31

Filed2026-05-14

PWR

Quanta Services Inc

New

Shares1.6K

Event2026-03-31

Filed2026-05-14

RACE

Ferrari NV

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

LITE

Lumentum Hldgs Inc

New

Shares1.2K

Event2026-03-31

Filed2026-05-14

JBL

Jabil Inc

-19.50%

Shares3.2K

Event2026-03-31

Filed2026-05-14

ABBV

AbbVie Inc

New

Shares3.9K

Event2026-03-31

Filed2026-05-14

MSFT

Microsoft Corp

-10.80%

Shares2.2K

Event2026-03-31

Filed2026-05-14

AMD

Advanced Micro Devices

-19.10%

Shares4.0K

Event2026-03-31

Filed2026-05-14

SHOP

Shopify Inc Cl A

-10.66%

Shares6.5K

Event2026-03-31

Filed2026-05-14

Alphabet Inc Cl C

New

Shares2.6K

Event2026-03-31

Filed2026-05-14

TSEM

Tower Semiconductor Ltd

New

Shares4.0K

Event2026-03-31

Filed2026-05-14

AMAT

Applied Materials Inc

-18.80%

Shares2.0K

Event2026-03-31

Filed2026-05-14

AMZN

Amazon.com Inc

-19.50%

Shares3.2K

Event2026-03-31

Filed2026-05-14

Linde PLC

New

Shares1.3K

Event2026-03-31

Filed2026-05-14

CCJ

Cameco Corp

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-14

YOU

Clear Secure Inc Cl A

New

Shares13.2K

Event2026-03-31

Filed2026-05-14

ITT Inc

New

Shares3.3K

Event2026-03-31

Filed2026-05-14

LLY

Eli Lilly & Co

252.63%

Shares670

Event2026-03-31

Filed2026-05-14

Barrick Mining Corp

New

Shares14.8K

Event2026-03-31

Filed2026-05-14

Parker Hannifin Corp

-10.80%

Shares661

Event2026-03-31

Filed2026-05-14

URI

United Rentals Inc

-19.00%

Shares810

Event2026-03-31

Filed2026-05-14

Lam Research Corp

New

Shares2.8K

Event2026-03-31

Filed2026-05-14

NVT

nVent Electric PLC

New

Shares4.9K

Event2026-03-31

Filed2026-05-14

HEI

HEICO Corp

-18.80%

Shares2.0K

Event2026-03-31

Filed2026-05-14

NOC

Northrop Grumman Corp

-19.00%

Shares810

Event2026-03-31

Filed2026-05-14

GLW

Corning Inc

-19.20%

Shares4.0K

Event2026-03-31

Filed2026-05-14

WDC

Western Digital Corp

-18.80%

Shares2.0K

Event2026-03-31

Filed2026-05-14

Tenaris SA ADR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-14

TDY

Teledyne Technologies Inc

-11.00%

Shares890

Event2026-03-31

Filed2026-05-14

JPM

JPMorgan Chase & Co

New

Shares1.8K

Event2026-03-31

Filed2026-05-14

AXON

Axon Enterprise Inc

New

Shares1.2K

Event2026-03-31

Filed2026-05-14

CHKP

Check Point Software

New

Shares3.6K

Event2026-03-31

Filed2026-05-14

BKNG

Booking Hldgs Inc

-20.00%

Shares120

Event2026-03-31

Filed2026-05-14

XYL

Xylem Inc

New

Shares4.2K

Event2026-03-31

Filed2026-05-14

Brookfield Corp

New

Shares12.4K

Event2026-03-31

Filed2026-05-14

Brookfield Asset Mgmt Ltd Cl A

-8.24%

Shares11.3K

Event2026-03-31

Filed2026-05-14

BIDU

Baidu Inc Sp ADR

-2.40%

Shares4.5K

Event2026-03-31

Filed2026-05-14

Wayfair Inc Cl A

-12.27%

Shares6.6K

Event2026-03-31

Filed2026-05-14

GILD

Gilead Sciences Inc

-11.50%

Shares3.5K

Event2026-03-31

Filed2026-05-14

HSBC

HSBC Hldgs PLC Sp ADR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-14

VMI

Valmont Industries

-18.67%

Shares1.2K

Event2026-03-31

Filed2026-05-14

CNI

Canadian Natl Rwy Co

-9.14%

Shares4.7K

Event2026-03-31

Filed2026-05-14

Berkshire Hathaway Cl B

New

Shares1.0K

Event2026-03-31

Filed2026-05-14

RTX

RTX Corp

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

MLM

Martin Marietta Mtls

-19.00%

Shares810

Event2026-03-31

Filed2026-05-14

CRWD

CrowdStrike Hldgs Inc

New

Shares1.2K

Event2026-03-31

Filed2026-05-14

PHM

Pulte Group Inc

-19.20%

Shares4.0K

Event2026-03-31

Filed2026-05-14

OSK

Oshkosh Corp

-19.50%

Shares3.2K

Event2026-03-31

Filed2026-05-14

WTS

Watts Water Tech Cl A

-19.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

TEX

Terex Corp

New

Shares7.9K

Event2026-03-31

Filed2026-05-14

ACLS

Axcelis Technologies Inc

New

Shares5.0K

Event2026-03-31

Filed2026-05-14

UBS

UBS Group AG Reg

New

Shares11.9K

Event2026-03-31

Filed2026-05-14

CLH

Clean Harbors Inc

-19.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14