Sponsored

The Analysis of Corundum Group, Inc.'s Holdings & P&L

Currently, Corundum Group, Inc. holds 108 types of securities in its portfolio with a total value $299.2M. In the most recent quarter, they have increased their positions in IWF (+9.3K shares, valued at $4.0M), N/A (+6.8K shares, valued at $893.3K), IWP (+6.9K shares, valued at $885.2K); decreased their positions in LMT (-6.7K shares, valued at $4.1M), N/A (-7.9K shares, valued at $3.9M), MSFT (-2.8K shares, valued at $1.0M); initiated new positions in N/A (+16.8K shares, valued at $844.4K), UPS (+7.3K shares, valued at $722.8K), N/A (+6.1K shares, valued at $379.8K).

1M P&L

-111.6M-32.82%

3M P&L

-107.4M-31.99%

HY P&L

-96.3M-29.66%

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/A150.9M

73.8%

2Aerospace & Defense11.5M

5.6%

3Drug Manufacturers - General7.2M

3.5%

Top Industries by Stock Count

1N/A20 stocks

34.5%

2Drug Manufacturers - General5 stocks

8.6%

3Semiconductors5 stocks

8.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES RUSSELL 1000 GROWTH ET85.4K shares12.21%2026-03-312026-04-20

IWD ISHARES RUSSELL 1000 VALUE ETF165.7K shares1.64%2026-03-312026-04-20

EFA ISHARES MSCI EAFE ETF162.5K shares4.46%2026-03-312026-04-20

3M COMPANY 3M COMPANY99.2K shares1.18%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP19.0K shares-26.07%2026-03-312026-04-20

IWO ISHARES RUSSELL 2000 GROWTH ET35.3K shares3.00%2026-03-312026-04-20

IWN ISHARES RUSSELL 2000 VALUE ETF53.5K shares-0.67%2026-03-312026-04-20

IWS ISHARES RUSSELL MID CAP VALUE68.8K shares1.36%2026-03-312026-04-20

Sponsored

IWP ISHARES RUSSELL MID CAP GROWTH75.5K shares10.07%2026-03-312026-04-20

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF12.4K shares0.90%2026-03-312026-04-20

LINDE PLC ORDINARY SHARES LINDE PLC ORDINARY SHARES15.9K shares-33.13%2026-03-312026-04-20

SUSA ISHARES TRUST ISHARES ESG OPTI50.1K shares-1.83%2026-03-312026-04-20

AAPL APPLE INC23.5K shares0.17%2026-03-312026-04-20

MSFT MICROSOFT CORP12.5K shares-18.33%2026-03-312026-04-20

VANGUARD RUSSELL 1000 VALUE ET VANGUARD RUSSELL 1000 VALUE ET47.2K shares16.91%2026-03-312026-04-20

SPDR GOLD SHARES ETF SPDR GOLD SHARES ETF9.4K shares8.10%2026-03-312026-04-20

Sponsored

IWB ISHARES RUSSELL 1000 ETF10.7K shares21.88%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD TR INVESCO EXCHANGE TRADED FD TR46.3K shares19.43%2026-03-312026-04-20

IWM ISHARES RUSSELL 2000 ETF13.6K shares25.96%2026-03-312026-04-20

EXXON MOBIL CORP EXXON MOBIL CORP18.6K shares4.84%2026-03-312026-04-20

NVIDIA CORP NVIDIA CORP17.0K shares2.93%2026-03-312026-04-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO9.7K shares0.75%2026-03-312026-04-20

ALPHABET INC CLASS A COMMON ST ALPHABET INC CLASS A COMMON ST9.7K shares-8.32%2026-03-312026-04-20

ALPHABET INC CLASS C CAPITAL S ALPHABET INC CLASS C CAPITAL S9.0K shares2.64%2026-03-312026-04-20

Sponsored

SPDR SERIES TRUST STATE STREET SPDR SERIES TRUST STATE STREET33.5K shares-14.40%2026-03-312026-04-20

FIRST TRUST GLOBAL TACTICAL CO FIRST TRUST GLOBAL TACTICAL CO83.2K shares18.10%2026-03-312026-04-20

SELECT SECTOR SPDR TRUST STATE SELECT SECTOR SPDR TRUST STATE51.9K shares21.68%2026-03-312026-04-20

CAT CATERPILLAR INC3.4K shares5.70%2026-03-312026-04-20

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF3.9K shares39.36%2026-03-312026-04-20

IVW ISHARES S&P 500 GROWTH ETF20.5K shares-3.21%2026-03-312026-04-20

BROADCOM INC COMMON STOCK BROADCOM INC COMMON STOCK6.8K shares5.10%2026-03-312026-04-20

NUSHARES ETF TR SMALL CAP ETF NUSHARES ETF TR SMALL CAP ETF45.3K shares-1.71%2026-03-312026-04-20

Sponsored

JNJ JOHNSON & JOHNSON COMMON STOCK7.8K shares6.04%2026-03-312026-04-20

IJH ISHARES CORE S&P MID CAP ETF27.7K shares-6.81%2026-03-312026-04-20

VISA INC CL A COMMON STOCK VISA INC CL A COMMON STOCK5.9K shares33.74%2026-03-312026-04-20

AMZN AMAZON.COM INC8.4K shares-6.94%2026-03-312026-04-20

ABBVIE INC ABBVIE INC8.1K shares-3.08%2026-03-312026-04-20

GOLDMAN SACHS GROUP INC GOLDMAN SACHS GROUP INC1.9K shares10.54%2026-03-312026-04-20

CISCO SYSTEMS INC CISCO SYSTEMS INC20.2K shares9.65%2026-03-312026-04-20

BMY BRISTOL MYERS SQUIBB CO25.7K shares8.85%2026-03-312026-04-20

Sponsored

LLY ELI LILLY & CO1.7K shares10.52%2026-03-312026-04-20

ECL ECOLAB INC5.7K shares11.21%2026-03-312026-04-20

COSTCO WHOLESALE CORP-NEW COSTCO WHOLESALE CORP-NEW1.5K shares-7.33%2026-03-312026-04-20

USB US BANCORP DEL COM27.8K shares9.75%2026-03-312026-04-20

WMT WALMART INC COMMON STOCK11.6K shares9.51%2026-03-312026-04-20

DUKE ENERGY CORPORATION HOLDIN DUKE ENERGY CORPORATION HOLDIN10.8K shares172.93%2026-03-312026-04-20

WASTE MANAGEMENT INC DEL WASTE MANAGEMENT INC DEL6.0K shares11.32%2026-03-312026-04-20

HD HOME DEPOT INC4.1K shares13.59%2026-03-312026-04-20

Sponsored

INTC INTEL CORP29.8K shares9.94%2026-03-312026-04-20

AMGN AMGEN INC3.6K shares10.92%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC10.5K shares9.85%2026-03-312026-04-20

IVE ISHARES S&P 500 VALUE ETF6.0K shares-5.54%2026-03-312026-04-20

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.5K shares51.22%2026-03-312026-04-20

BERKSHIRE HATHAWAY CLASS B BERKSHIRE HATHAWAY CLASS B2.6K shares1.47%2026-03-312026-04-20

BAC BANK OF AMERICA CORP24.6K shares15.28%2026-03-312026-04-20

ORACLE CORPORATION ORACLE CORPORATION8.1K shares19.41%2026-03-312026-04-20

Sponsored

CVX CHEVRON CORPORATION5.7K shares20.37%2026-03-312026-04-20

MCD MCDONALDS CORP3.3K shares-15.61%2026-03-312026-04-20

ABT ABBOTT LABORATORIES9.9K shares3.17%2026-03-312026-04-20

FEDEX CORP FEDEX CORP2.7K shares24.39%2026-03-312026-04-20

PFE PFIZER INC32.8K shares1.10%2026-03-312026-04-20

KO COCA COLA COMPANY (THE)12.0K shares13.71%2026-03-312026-04-20

IJR ISHARES CORE S&P SMALL CAP ETF7.3K shares-3.25%2026-03-312026-04-20

MEDTRONIC PLC COM MEDTRONIC PLC COM10.3K shares26.18%2026-03-312026-04-20

Sponsored

ADP AUTOMATIC DATA PROCESSING INC4.3K shares56.68%2026-03-312026-04-20

VERIZON COMMUNICATIONS VERIZON COMMUNICATIONS16.8K sharesnew addition2026-03-312026-04-20

HON HONEYWELL INTL INC3.7K shares6.43%2026-03-312026-04-20

PG PROCTER & GAMBLE CO5.8K shares33.91%2026-03-312026-04-20

XCEL ENERGY INC COMMON STOCK XCEL ENERGY INC COMMON STOCK9.6K shares34.62%2026-03-312026-04-20

DIS WALT DISNEY CO7.7K shares24.53%2026-03-312026-04-20

UPS UNITED PARCEL SVC INC CL B7.3K sharesnew addition2026-03-312026-04-20

IJK ISHARES S&P MID CAP 400 GROWTH7.0K shares-2.78%2026-03-312026-04-20

Sponsored

SOLVENTUM CORPORATION COMMON S SOLVENTUM CORPORATION COMMON S8.2K shares-0.16%2026-03-312026-04-20

LRGE LEGG MASON ETF INVT TR CLEARBR6.4K shares0.41%2026-03-312026-04-20

GE AEROSPACE COMMON STOCK GE AEROSPACE COMMON STOCK1.5K shares-4.88%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MFG CO LT1.3K shares-5.01%2026-03-312026-04-20

TXN TEXAS INSTRUMENTS INCORPORATED2.2K shares2.16%2026-03-312026-04-20

INVESCO QQQ TR UNIT SER 1 INVESCO QQQ TR UNIT SER 1706 shares0.00%2026-03-312026-04-20

DIMENSIONAL ETF TRUST DIMENSIO DIMENSIONAL ETF TRUST DIMENSIO6.1K sharesnew addition2026-03-312026-04-20

TSCO TRACTOR SUPPLY CO7.9K shares0.00%2026-03-312026-04-20

Sponsored

ARISTA NETWORKS INC COMMON STO ARISTA NETWORKS INC COMMON STO2.9K shares0.00%2026-03-312026-04-20

MU MICRON TECHNOLOGY INC1.0K shares-41.22%2026-03-312026-04-20

SNPE DBX ETF TRUST XTRACKERS S&P 505.8K shares0.00%2026-03-312026-04-20

NUVEEN ESG INTERNATIONAL DEVEL NUVEEN ESG INTERNATIONAL DEVEL8.4K shares0.56%2026-03-312026-04-20

DHR DANAHER CORPORATION1.6K shares10.54%2026-03-312026-04-20

DIMENSIONAL ETF TRUST DIMENSIO DIMENSIONAL ETF TRUST DIMENSIO4.1K sharesnew addition2026-03-312026-04-20

INTUITIVE SURGICAL INC COM INTUITIVE SURGICAL INC COM571 shares8.35%2026-03-312026-04-20

MPWR MONOLITHIC POWER SYS INC237 shares-16.55%2026-03-312026-04-20

Sponsored

PGR PROGRESSIVE CORP-OHIO1.3K shares-26.56%2026-03-312026-04-20

VANGUARD BD INDEX FDS VANGUARD VANGUARD BD INDEX FDS VANGUARD5.1K shares0.00%2026-03-312026-04-20

ISHARES TRUST ISHARES MSCI USA ISHARES TRUST ISHARES MSCI USA1.3K shares-34.80%2026-03-312026-04-20

ISHARES TRUST ISHARES 0 3 MONT ISHARES TRUST ISHARES 0 3 MONT2.4K sharesnew addition2026-03-312026-04-20

AJG GALLAGHER ARTHUR J & CO1.1K shares12.99%2026-03-312026-04-20

VUG VANGUARD INDEX FUNDS VANGUARD547 shares0.00%2026-03-312026-04-20

VO VANGUARD INDEX FUNDS VANGUARD830 shares-6.74%2026-03-312026-04-20

SPOTIFY TECHNOLOGY S A SHS SPO SPOTIFY TECHNOLOGY S A SHS SPO487 sharesnew addition2026-03-312026-04-20

Sponsored

RSG REPUBLIC SERVICES INC1.1K shares-37.61%2026-03-312026-04-20

CDNS CADENCE DESIGN SYSTEMS INC809 shares-6.90%2026-03-312026-04-20

UBER TECHNOLOGIES INC COMMON S UBER TECHNOLOGIES INC COMMON S3.1K shares10.91%2026-03-312026-04-20

KKR & CO INC COMMON STOCK KKR & CO INC COMMON STOCK2.4K shares19.96%2026-03-312026-04-20

PANW PALO ALTO NETWORKS INC COMMON1.4K sharesnew addition2026-03-312026-04-20

MARVELL TECHNOLOGY INC COMMON MARVELL TECHNOLOGY INC COMMON2.2K sharesnew addition2026-03-312026-04-20

DIMENSIONAL ETF TRUST DIMENSIO DIMENSIONAL ETF TRUST DIMENSIO4.3K sharesnew addition2026-03-312026-04-20

IJT ISHARES S&P SMALL CAP 600 GROW1.4K shares0.00%2026-03-312026-04-20

Sponsored

INTU INTUIT INC478 shares-12.77%2026-03-312026-04-20

VERALTO CORPORATION COMMON STO VERALTO CORPORATION COMMON STO2.3K shares-11.23%2026-03-312026-04-20

SCHW CHARLES SCHWAB CORP NEW2.2K shares-12.65%2026-03-312026-04-20

FUTUREONE INC FUTUREONE INC100.0K shares0.00%2026-03-312026-04-20

IWF

ISHARES RUSSELL 1000 GROWTH ET

12.21%

Shares85.4K

Event2026-03-31

Filed2026-04-20

IWD

ISHARES RUSSELL 1000 VALUE ETF

1.64%

Shares165.7K

Event2026-03-31

Filed2026-04-20

EFA

ISHARES MSCI EAFE ETF

4.46%

Shares162.5K

Event2026-03-31

Filed2026-04-20

3M COMPANY

1.18%

Shares99.2K

Event2026-03-31

Filed2026-04-20

LMT

LOCKHEED MARTIN CORP

-26.07%

Shares19.0K

Event2026-03-31

Filed2026-04-20

IWO

ISHARES RUSSELL 2000 GROWTH ET

3.00%

Shares35.3K

Event2026-03-31

Filed2026-04-20

IWN

ISHARES RUSSELL 2000 VALUE ETF

-0.67%

Shares53.5K

Event2026-03-31

Filed2026-04-20

IWS

ISHARES RUSSELL MID CAP VALUE

1.36%

Shares68.8K

Event2026-03-31

Filed2026-04-20

IWP

ISHARES RUSSELL MID CAP GROWTH

10.07%

Shares75.5K

Event2026-03-31

Filed2026-04-20

STATE STREET SPDR S&P 500 ETF

0.90%

Shares12.4K

Event2026-03-31

Filed2026-04-20

LINDE PLC ORDINARY SHARES

-33.13%

Shares15.9K

Event2026-03-31

Filed2026-04-20

SUSA

ISHARES TRUST ISHARES ESG OPTI

-1.83%

Shares50.1K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

0.17%

Shares23.5K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-18.33%

Shares12.5K

Event2026-03-31

Filed2026-04-20

VANGUARD RUSSELL 1000 VALUE ET

16.91%

Shares47.2K

Event2026-03-31

Filed2026-04-20

SPDR GOLD SHARES ETF

8.10%

Shares9.4K

Event2026-03-31

Filed2026-04-20

IWB

ISHARES RUSSELL 1000 ETF

21.88%

Shares10.7K

Event2026-03-31

Filed2026-04-20

INVESCO EXCHANGE TRADED FD TR

19.43%

Shares46.3K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES RUSSELL 2000 ETF

25.96%

Shares13.6K

Event2026-03-31

Filed2026-04-20

EXXON MOBIL CORP

4.84%

Shares18.6K

Event2026-03-31

Filed2026-04-20

NVIDIA CORP

2.93%

Shares17.0K

Event2026-03-31

Filed2026-04-20

JPMORGAN CHASE & CO

0.75%

Shares9.7K

Event2026-03-31

Filed2026-04-20

ALPHABET INC CLASS A COMMON ST

-8.32%

Shares9.7K

Event2026-03-31

Filed2026-04-20

ALPHABET INC CLASS C CAPITAL S

2.64%

Shares9.0K

Event2026-03-31

Filed2026-04-20

SPDR SERIES TRUST STATE STREET

-14.40%

Shares33.5K

Event2026-03-31

Filed2026-04-20

FIRST TRUST GLOBAL TACTICAL CO

18.10%

Shares83.2K

Event2026-03-31

Filed2026-04-20

SELECT SECTOR SPDR TRUST STATE

21.68%

Shares51.9K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

5.70%

Shares3.4K

Event2026-03-31

Filed2026-04-20

VANGUARD S&P 500 ETF

39.36%

Shares3.9K

Event2026-03-31

Filed2026-04-20

IVW

ISHARES S&P 500 GROWTH ETF

-3.21%

Shares20.5K

Event2026-03-31

Filed2026-04-20

BROADCOM INC COMMON STOCK

5.10%

Shares6.8K

Event2026-03-31

Filed2026-04-20

NUSHARES ETF TR SMALL CAP ETF

-1.71%

Shares45.3K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON COMMON STOCK

6.04%

Shares7.8K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES CORE S&P MID CAP ETF

-6.81%

Shares27.7K

Event2026-03-31

Filed2026-04-20

VISA INC CL A COMMON STOCK

33.74%

Shares5.9K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON.COM INC

-6.94%

Shares8.4K

Event2026-03-31

Filed2026-04-20

ABBVIE INC

-3.08%

Shares8.1K

Event2026-03-31

Filed2026-04-20

GOLDMAN SACHS GROUP INC

10.54%

Shares1.9K

Event2026-03-31

Filed2026-04-20

CISCO SYSTEMS INC

9.65%

Shares20.2K

Event2026-03-31

Filed2026-04-20

BMY

BRISTOL MYERS SQUIBB CO

8.85%

Shares25.7K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

10.52%

Shares1.7K

Event2026-03-31

Filed2026-04-20

ECL

ECOLAB INC

11.21%

Shares5.7K

Event2026-03-31

Filed2026-04-20

COSTCO WHOLESALE CORP-NEW

-7.33%

Shares1.5K

Event2026-03-31

Filed2026-04-20

USB

US BANCORP DEL COM

9.75%

Shares27.8K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC COMMON STOCK

9.51%

Shares11.6K

Event2026-03-31

Filed2026-04-20

DUKE ENERGY CORPORATION HOLDIN

172.93%

Shares10.8K

Event2026-03-31

Filed2026-04-20

WASTE MANAGEMENT INC DEL

11.32%

Shares6.0K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

13.59%

Shares4.1K

Event2026-03-31

Filed2026-04-20

INTC

INTEL CORP

9.94%

Shares29.8K

Event2026-03-31

Filed2026-04-20

AMGN

AMGEN INC

10.92%

Shares3.6K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

9.85%

Shares10.5K

Event2026-03-31

Filed2026-04-20

IVE

ISHARES S&P 500 VALUE ETF

-5.54%

Shares6.0K

Event2026-03-31

Filed2026-04-20

MASTERCARD INCORPORATED

51.22%

Shares2.5K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY CLASS B

1.47%

Shares2.6K

Event2026-03-31

Filed2026-04-20

BAC

BANK OF AMERICA CORP

15.28%

Shares24.6K

Event2026-03-31

Filed2026-04-20

ORACLE CORPORATION

19.41%

Shares8.1K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION

20.37%

Shares5.7K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

-15.61%

Shares3.3K

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABORATORIES

3.17%

Shares9.9K

Event2026-03-31

Filed2026-04-20

FEDEX CORP

24.39%

Shares2.7K

Event2026-03-31

Filed2026-04-20

PFE

PFIZER INC

1.10%

Shares32.8K

Event2026-03-31

Filed2026-04-20

COCA COLA COMPANY (THE)

13.71%

Shares12.0K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES CORE S&P SMALL CAP ETF

-3.25%

Shares7.3K

Event2026-03-31

Filed2026-04-20

MEDTRONIC PLC COM

26.18%

Shares10.3K

Event2026-03-31

Filed2026-04-20

ADP

AUTOMATIC DATA PROCESSING INC

56.68%

Shares4.3K

Event2026-03-31

Filed2026-04-20

VERIZON COMMUNICATIONS

New

Shares16.8K

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC

6.43%

Shares3.7K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

33.91%

Shares5.8K

Event2026-03-31

Filed2026-04-20

XCEL ENERGY INC COMMON STOCK

34.62%

Shares9.6K

Event2026-03-31

Filed2026-04-20

DIS

WALT DISNEY CO

24.53%

Shares7.7K

Event2026-03-31

Filed2026-04-20

UPS

UNITED PARCEL SVC INC CL B

New

Shares7.3K

Event2026-03-31

Filed2026-04-20

IJK

ISHARES S&P MID CAP 400 GROWTH

-2.78%

Shares7.0K

Event2026-03-31

Filed2026-04-20

SOLVENTUM CORPORATION COMMON S

-0.16%

Shares8.2K

Event2026-03-31

Filed2026-04-20

LRGE

LEGG MASON ETF INVT TR CLEARBR

0.41%

Shares6.4K

Event2026-03-31

Filed2026-04-20

GE AEROSPACE COMMON STOCK

-4.88%

Shares1.5K

Event2026-03-31

Filed2026-04-20

TSM

TAIWAN SEMICONDUCTOR MFG CO LT

-5.01%

Shares1.3K

Event2026-03-31

Filed2026-04-20

TXN

TEXAS INSTRUMENTS INCORPORATED

2.16%

Shares2.2K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR UNIT SER 1

0.00%

Shares706

Event2026-03-31

Filed2026-04-20

DIMENSIONAL ETF TRUST DIMENSIO

New

Shares6.1K

Event2026-03-31

Filed2026-04-20

TSCO

TRACTOR SUPPLY CO

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-20

ARISTA NETWORKS INC COMMON STO

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-20

MICRON TECHNOLOGY INC

-41.22%

Shares1.0K

Event2026-03-31

Filed2026-04-20

SNPE

DBX ETF TRUST XTRACKERS S&P 50

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-20

NUVEEN ESG INTERNATIONAL DEVEL

0.56%

Shares8.4K

Event2026-03-31

Filed2026-04-20

DHR

DANAHER CORPORATION

10.54%

Shares1.6K

Event2026-03-31

Filed2026-04-20

DIMENSIONAL ETF TRUST DIMENSIO

New

Shares4.1K

Event2026-03-31

Filed2026-04-20

INTUITIVE SURGICAL INC COM

8.35%

Shares571

Event2026-03-31

Filed2026-04-20

MPWR

MONOLITHIC POWER SYS INC

-16.55%

Shares237

Event2026-03-31

Filed2026-04-20

PGR

PROGRESSIVE CORP-OHIO

-26.56%

Shares1.3K

Event2026-03-31

Filed2026-04-20

VANGUARD BD INDEX FDS VANGUARD

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-20

ISHARES TRUST ISHARES MSCI USA

-34.80%

Shares1.3K

Event2026-03-31

Filed2026-04-20

ISHARES TRUST ISHARES 0 3 MONT

New

Shares2.4K

Event2026-03-31

Filed2026-04-20

AJG

GALLAGHER ARTHUR J & CO

12.99%

Shares1.1K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FUNDS VANGUARD

0.00%

Shares547

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FUNDS VANGUARD

-6.74%

Shares830

Event2026-03-31

Filed2026-04-20

SPOTIFY TECHNOLOGY S A SHS SPO

New

Shares487

Event2026-03-31

Filed2026-04-20

RSG

REPUBLIC SERVICES INC

-37.61%

Shares1.1K

Event2026-03-31

Filed2026-04-20

CDNS

CADENCE DESIGN SYSTEMS INC

-6.90%

Shares809

Event2026-03-31

Filed2026-04-20

UBER TECHNOLOGIES INC COMMON S

10.91%

Shares3.1K

Event2026-03-31

Filed2026-04-20

KKR & CO INC COMMON STOCK

19.96%

Shares2.4K

Event2026-03-31

Filed2026-04-20

PANW

PALO ALTO NETWORKS INC COMMON

New

Shares1.4K

Event2026-03-31

Filed2026-04-20

MARVELL TECHNOLOGY INC COMMON

New

Shares2.2K

Event2026-03-31

Filed2026-04-20

DIMENSIONAL ETF TRUST DIMENSIO

New

Shares4.3K

Event2026-03-31

Filed2026-04-20

IJT

ISHARES S&P SMALL CAP 600 GROW

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-20

INTU

INTUIT INC

-12.77%

Shares478

Event2026-03-31

Filed2026-04-20

VERALTO CORPORATION COMMON STO

-11.23%

Shares2.3K

Event2026-03-31

Filed2026-04-20

SCHW

CHARLES SCHWAB CORP NEW

-12.65%

Shares2.2K

Event2026-03-31

Filed2026-04-20

FUTUREONE INC

0.00%

Shares100.0K

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available