Sponsored

The Analysis of Cross Staff Investments Inc's Holdings & P&L

Currently, Cross Staff Investments Inc holds 128 types of securities in its portfolio with a total value $197.4M. In the most recent quarter, they have increased their positions in SPY (+425 shares, valued at $276.4K), N/A (+4.8K shares, valued at $225.2K), APP (+550 shares, valued at $218.9K); decreased their positions in LLY (-225 shares, valued at $206.9K), CAT (-285 shares, valued at $201.9K), JNJ (-534 shares, valued at $130.5K); initiated new positions in N/A (+4.8K shares, valued at $225.2K), APP (+550 shares, valued at $218.9K), CRM (+1.2K shares, valued at $215.4K).

1M P&L

+3.6M+2.96%

3M P&L

+3.9M+3.24%

HY P&L

+8.6M+7.39%

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

1Semiconductors28.1M

18.0%

2Discount Stores20.0M

12.8%

3N/A17.9M

11.5%

Top Industries by Stock Count

1N/A20 stocks

17.7%

2Drug Manufacturers - General6 stocks

5.3%

3Aerospace & Defense5 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORP15.5K shares0.00%2026-03-312026-04-23

COST COSTCO WHSL CORP NEW1.9K shares0.00%2026-03-312026-04-23

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO291.9K shares0.80%2026-03-312026-04-23

AAPL APPLE INC46.1K shares0.74%2026-03-312026-04-23

BERKSHIRE HATHAWAY CLASS B BERKSHIRE HATHAWAY CLASS B16.4K shares1.09%2026-03-312026-04-23

AMZN AMAZON.COM INC26.9K shares0.00%2026-03-312026-04-23

CAT CATERPILLAR INC6.8K shares-4.03%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC37.0K shares-1.20%2026-03-312026-04-23

Sponsored

ALPHABET INC CLASS CLASS A ALPHABET INC CLASS CLASS A14.5K shares-2.01%2026-03-312026-04-23

MSFT MICROSOFT CORP9.7K shares2.20%2026-03-312026-04-23

LNG CHENIERE ENERGY INC11.5K shares0.89%2026-03-312026-04-23

ALPHABET INC CLASS CLASS C ALPHABET INC CLASS CLASS C11.1K shares0.00%2026-03-312026-04-23

SCHB SCHWAB U.S. BROAD MARKETETF124.5K shares0.81%2026-03-312026-04-23

MOAT VANECK MORNINGSTAR WIDE MOAT ETF25.2K shares0.00%2026-03-312026-04-23

ATLX ATLAS LITHIUM CORP558.7K shares0.72%2026-03-312026-04-23

LLY ELI LILLY AND CO2.3K shares-8.91%2026-03-312026-04-23

Sponsored

V VISA INC CLASS CLASS A6.8K shares1.83%2026-03-312026-04-23

SCHX SCHWAB U.S. LARGE-CAP ETF79.7K shares4.13%2026-03-312026-04-23

HD HOME DEPOT INC5.5K shares-3.09%2026-03-312026-04-23

DE DEERE & CO3.1K shares0.00%2026-03-312026-04-23

XOM EXXON MOBIL CORP9.8K shares0.01%2026-03-312026-04-23

CRK COMSTOCK RES INC77.0K shares0.00%2026-03-312026-04-23

MA MASTERCARD INC CLASS CLASS A3.1K shares3.02%2026-03-312026-04-23

KKR & CO INC KKR & CO INC16.9K shares-2.09%2026-03-312026-04-23

Sponsored

JNJ JOHNSON & JOHNSON6.3K shares-7.79%2026-03-312026-04-23

NOC NORTHROP GRUMMAN CORP2.2K shares0.00%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO5.1K shares0.00%2026-03-312026-04-23

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES4.6K shares3.01%2026-03-312026-04-23

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF2.3K shares0.00%2026-03-312026-04-23

IBM IBM CORP5.7K shares0.00%2026-03-312026-04-23

TPL TEXAS PACIFIC LAND C2.7K shares6.81%2026-03-312026-04-23

IBKR INTERACTIVE BROKERS GROUCLASS CLASS A18.3K shares3.99%2026-03-312026-04-23

Sponsored

GVIP GOLDMAN SACHS HEDGE INDUSTRY VIP ETF7.8K shares0.15%2026-03-312026-04-23

AMT AMERICAN TOWER CORP NEW REIT6.6K shares0.18%2026-03-312026-04-23

PG PROCTER & GAMBLE CO7.6K shares-3.16%2026-03-312026-04-23

CVX CHEVRON CORP NEW5.3K shares0.00%2026-03-312026-04-23

PEP PEPSICO INC7.0K shares0.00%2026-03-312026-04-23

TDG TRANSDIGM GROUP INC912 shares0.00%2026-03-312026-04-23

DHR DANAHER CORP5.4K shares0.02%2026-03-312026-04-23

YUM YUM BRANDS INC6.6K shares0.00%2026-03-312026-04-23

Sponsored

AZO AUTOZONE INC300 shares0.00%2026-03-312026-04-23

BKNG BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES238 shares0.00%2026-03-312026-04-23

CSCO CISCO SYS INC12.8K shares-1.01%2026-03-312026-04-23

STZ CONSTELLATION BRANDS INCCLASS CLASS A6.5K shares0.00%2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC3.6K shares0.00%2026-03-312026-04-23

WMT WALMART INC7.2K shares0.00%2026-03-312026-04-23

MERCK & CO. INC. MERCK & CO. INC.7.4K shares0.00%2026-03-312026-04-23

BROADCOM INC BROADCOM INC2.8K shares3.73%2026-03-312026-04-23

Sponsored

CB CHUBB LTD F2.6K shares0.00%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.4K shares0.00%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC5.0K shares-5.45%2026-03-312026-04-23

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF7.6K shares0.09%2026-03-312026-04-23

BRO BROWN & BROWN INC12.1K shares0.68%2026-03-312026-04-23

ED CONSOLIDATED EDISON INC6.9K shares0.00%2026-03-312026-04-23

SPY STATE STREET SPDR S&P 500 ETF TRUST1.2K shares57.05%2026-03-312026-04-23

KO THE COCA-COLA CO9.5K shares0.00%2026-03-312026-04-23

Sponsored

HON HONEYWELL INTL INC3.2K shares0.00%2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC DCLASS A1 shares0.00%2026-03-312026-04-23

AFL AFLAC INC6.2K shares0.00%2026-03-312026-04-23

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF9.6K shares0.00%2026-03-312026-04-23

MKL MARKEL GROUP INC350 shares0.00%2026-03-312026-04-23

VRSN VERISIGN INC2.7K shares0.00%2026-03-312026-04-23

MO ALTRIA GROUP INC10.0K shares-6.60%2026-03-312026-04-23

XMPT VANECK CEF MUNICIPAL INCOME ETF30.0K shares0.00%2026-03-312026-04-23

Sponsored

AMD ADVANCED MICRO DEVIC3.2K shares0.00%2026-03-312026-04-23

PAYX PAYCHEX INC6.6K shares0.02%2026-03-312026-04-23

FICO FAIR ISAAC CORP570 shares0.00%2026-03-312026-04-23

SCHD SCHWAB U.S. DIVIDEND EQUITY ETF19.5K shares-2.94%2026-03-312026-04-23

XYL XYLEM INC4.8K shares0.00%2026-03-312026-04-23

TGT TARGET CORP EQUITY CLASS EQUITY4.7K shares0.00%2026-03-312026-04-23

MMM 3M CO3.9K shares-4.66%2026-03-312026-04-23

SO SOUTHERN CO5.8K shares0.00%2026-03-312026-04-23

Sponsored

ORLY O REILLY AUTOMOTIVE INC6.0K shares0.00%2026-03-312026-04-23

COF CAPITAL ONE FINL CORP3.0K shares0.00%2026-03-312026-04-23

SRE SEMPRA5.6K shares0.00%2026-03-312026-04-23

MCO MOODYS CORP1.2K shares0.00%2026-03-312026-04-23

COP CONOCOPHILLIPS4.0K shares0.00%2026-03-312026-04-23

VPU VANGUARD UTILITIES INDEXFUND ETF SHARES2.6K shares-13.86%2026-03-312026-04-23

LYV LIVE NATION ENTMT INC3.4K shares0.00%2026-03-312026-04-23

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF10.4K shares0.00%2026-03-312026-04-23

Sponsored

LHX L3HARRIS TECHNOLOGIES IN1.4K shares0.00%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A3.3K shares0.00%2026-03-312026-04-23

NEAR ISHARES SHORT DURATION BOND ACTIVE ETF9.5K shares0.00%2026-03-312026-04-23

DFAS DIMENSIONAL U.S. SMALL CAP ETF6.5K shares0.00%2026-03-312026-04-23

BN BROOKFIELD CORP FCLASS A10.9K shares0.00%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC936 shares0.00%2026-03-312026-04-23

PSX PHILLIPS 662.4K shares0.00%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS I8.5K shares-4.97%2026-03-312026-04-23

Sponsored

NOW SERVICENOW INC4.0K shares8.00%2026-03-312026-04-23

CL COLGATE PALMOLIVE CO4.8K shares0.00%2026-03-312026-04-23

MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF8.0K shares0.00%2026-03-312026-04-23

MIRA MIRA PHARMACEUTICALS INC359.4K shares0.00%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS1.1K shares7.21%2026-03-312026-04-23

BMY BRISTOL MYERS SQUIBB CO6.2K shares0.00%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC CLASS A6.4K shares-5.02%2026-03-312026-04-23

SDY STATE STREET SPDR S&P DIVIDEND ETF2.5K shares0.00%2026-03-312026-04-23

Sponsored

PFE PFIZER INC12.9K shares0.01%2026-03-312026-04-23

T AT&T INC12.3K shares-3.72%2026-03-312026-04-23

META META PLATFORMS INC CLASS CLASS A577 shares0.00%2026-03-312026-04-23

O REALTY INCOME CORP REIT5.3K shares-3.27%2026-03-312026-04-23

DVN DEVON ENERGY CORP NEW6.4K shares0.00%2026-03-312026-04-23

INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF4.4K shares0.09%2026-03-312026-04-23

IR INGERSOLL RAND INC4.0K shares0.00%2026-03-312026-04-23

YUMC YUM CHINA HLDGS INC6.6K shares0.00%2026-03-312026-04-23

Sponsored

MAS MASCO CORP5.2K shares0.00%2026-03-312026-04-23

ALL ALLSTATE CORP1.5K shares0.00%2026-03-312026-04-23

RTX RTX CORP1.6K shares0.00%2026-03-312026-04-23

NDAQ NASDAQ INC3.5K shares0.00%2026-03-312026-04-23

EATON CORP PLC F EATON CORP PLC F820 shares0.00%2026-03-312026-04-23

ENB ENBRIDGE INC F5.3K shares0.00%2026-03-312026-04-23

SCHA SCHWAB U.S. SMALL-CAP ETF9.8K shares0.00%2026-03-312026-04-23

ROKU ROKU INC CLASS A3.0K shares0.00%2026-03-312026-04-23

Sponsored

HEI HEICO CORP NEW1.0K shares0.00%2026-03-312026-04-23

ECL ECOLAB INC1.0K shares0.00%2026-03-312026-04-23

JOE ST JOE CO3.9K shares0.00%2026-03-312026-04-23

BLUEROCK PRIVATE REAL ES BLUEROCK PRIVATE REAL ES14.1K shares-3.50%2026-03-312026-04-23

VRSK VERISK ANALYTICS INC CLASS A1.2K shares0.00%2026-03-312026-04-23

VIPER ENERGY INC NEW CLASS CLASS A VIPER ENERGY INC NEW CLASS CLASS A4.8K sharesnew addition2026-03-312026-04-23

TMP TOMPKINS FINL CORP2.8K shares0.00%2026-03-312026-04-23

AMGN AMGEN INC626 shares0.00%2026-03-312026-04-23

Sponsored

NSC NORFOLK SOUTHN CORP765 shares0.00%2026-03-312026-04-23

APP APPLOVIN CORP CLASS CLASS A550 sharesnew addition2026-03-312026-04-23

CRM SALESFORCE INC1.2K sharesnew addition2026-03-312026-04-23

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES997 shares0.00%2026-03-312026-04-23

QLC FLEXSHARES US QUALITY LARGE CAP INDEX FUND2.6K shares0.00%2026-03-312026-04-23

BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS4.3K sharesnew addition2026-03-312026-04-23

GLW CORNING INC1.5K sharesnew addition2026-03-312026-04-23

VENTURE GLOBAL INC CLASS CLASS A VENTURE GLOBAL INC CLASS CLASS A10.0K shares0.00%2026-03-312026-04-23

Sponsored

NVDA

NVIDIA CORP

0.00%

Shares15.5K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHSL CORP NEW

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-23

PROFESIONALLY MANAGED PORTFO

0.80%

Shares291.9K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

0.74%

Shares46.1K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY CLASS B

1.09%

Shares16.4K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON.COM INC

0.00%

Shares26.9K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

-4.03%

Shares6.8K

Event2026-03-31

Filed2026-04-23

BLACKSTONE INC

-1.20%

Shares37.0K

Event2026-03-31

Filed2026-04-23

ALPHABET INC CLASS CLASS A

-2.01%

Shares14.5K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

2.20%

Shares9.7K

Event2026-03-31

Filed2026-04-23

LNG

CHENIERE ENERGY INC

0.89%

Shares11.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC CLASS CLASS C

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-23

SCHB

SCHWAB U.S. BROAD MARKETETF

0.81%

Shares124.5K

Event2026-03-31

Filed2026-04-23

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

0.00%

Shares25.2K

Event2026-03-31

Filed2026-04-23

ATLX

ATLAS LITHIUM CORP

0.72%

Shares558.7K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY AND CO

-8.91%

Shares2.3K

Event2026-03-31

Filed2026-04-23

VISA INC CLASS CLASS A

1.83%

Shares6.8K

Event2026-03-31

Filed2026-04-23

SCHX

SCHWAB U.S. LARGE-CAP ETF

4.13%

Shares79.7K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

-3.09%

Shares5.5K

Event2026-03-31

Filed2026-04-23

DEERE & CO

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

0.01%

Shares9.8K

Event2026-03-31

Filed2026-04-23

CRK

COMSTOCK RES INC

0.00%

Shares77.0K

Event2026-03-31

Filed2026-04-23

MASTERCARD INC CLASS CLASS A

3.02%

Shares3.1K

Event2026-03-31

Filed2026-04-23

KKR & CO INC

-2.09%

Shares16.9K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-7.79%

Shares6.3K

Event2026-03-31

Filed2026-04-23

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

3.01%

Shares4.6K

Event2026-03-31

Filed2026-04-23

VANGUARD S&P 500 ETF

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

IBM

IBM CORP

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-23

TPL

TEXAS PACIFIC LAND C

6.81%

Shares2.7K

Event2026-03-31

Filed2026-04-23

IBKR

INTERACTIVE BROKERS GROUCLASS CLASS A

3.99%

Shares18.3K

Event2026-03-31

Filed2026-04-23

GVIP

GOLDMAN SACHS HEDGE INDUSTRY VIP ETF

0.15%

Shares7.8K

Event2026-03-31

Filed2026-04-23

AMT

AMERICAN TOWER CORP NEW REIT

0.18%

Shares6.6K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

-3.16%

Shares7.6K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORP NEW

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-23

TDG

TRANSDIGM GROUP INC

0.00%

Shares912

Event2026-03-31

Filed2026-04-23

DHR

DANAHER CORP

0.02%

Shares5.4K

Event2026-03-31

Filed2026-04-23

YUM

YUM BRANDS INC

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-23

AZO

AUTOZONE INC

0.00%

Shares300

Event2026-03-31

Filed2026-04-23

BKNG

BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES

0.00%

Shares238

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

-1.01%

Shares12.8K

Event2026-03-31

Filed2026-04-23

STZ

CONSTELLATION BRANDS INCCLASS CLASS A

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-23

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-23

MERCK & CO. INC.

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

3.73%

Shares2.8K

Event2026-03-31

Filed2026-04-23

CHUBB LTD F

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-23

DUKE ENERGY CORP NEW

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

-5.45%

Shares5.0K

Event2026-03-31

Filed2026-04-23

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

0.09%

Shares7.6K

Event2026-03-31

Filed2026-04-23

BRO

BROWN & BROWN INC

0.68%

Shares12.1K

Event2026-03-31

Filed2026-04-23

CONSOLIDATED EDISON INC

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-23

SPY

STATE STREET SPDR S&P 500 ETF TRUST

57.05%

Shares1.2K

Event2026-03-31

Filed2026-04-23

THE COCA-COLA CO

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-23

HON

HONEYWELL INTL INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

BRK.A

BERKSHIRE HATHAWAY INC DCLASS A

0.00%

Shares1

Event2026-03-31

Filed2026-04-23

AFL

AFLAC INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-23

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-23

MKL

MARKEL GROUP INC

0.00%

Shares350

Event2026-03-31

Filed2026-04-23

VRSN

VERISIGN INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-23

ALTRIA GROUP INC

-6.60%

Shares10.0K

Event2026-03-31

Filed2026-04-23

XMPT

VANECK CEF MUNICIPAL INCOME ETF

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-23

AMD

ADVANCED MICRO DEVIC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

PAYX

PAYCHEX INC

0.02%

Shares6.6K

Event2026-03-31

Filed2026-04-23

FICO

FAIR ISAAC CORP

0.00%

Shares570

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB U.S. DIVIDEND EQUITY ETF

-2.94%

Shares19.5K

Event2026-03-31

Filed2026-04-23

XYL

XYLEM INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-23

TGT

TARGET CORP EQUITY CLASS EQUITY

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-23

MMM

3M CO

-4.66%

Shares3.9K

Event2026-03-31

Filed2026-04-23

SOUTHERN CO

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-23

ORLY

O REILLY AUTOMOTIVE INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-23

COF

CAPITAL ONE FINL CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-23

SRE

SEMPRA

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-23

MCO

MOODYS CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

COP

CONOCOPHILLIPS

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-23

VPU

VANGUARD UTILITIES INDEXFUND ETF SHARES

-13.86%

Shares2.6K

Event2026-03-31

Filed2026-04-23

LYV

LIVE NATION ENTMT INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-23

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-23

LHX

L3HARRIS TECHNOLOGIES IN

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INCLASS CLASS A

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-23

NEAR

ISHARES SHORT DURATION BOND ACTIVE ETF

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-23

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-23

BROOKFIELD CORP FCLASS A

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-23

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares936

Event2026-03-31

Filed2026-04-23

PSX

PHILLIPS 66

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-23

VERIZON COMMUNICATIONS I

-4.97%

Shares8.5K

Event2026-03-31

Filed2026-04-23

NOW

SERVICENOW INC

8.00%

Shares4.0K

Event2026-03-31

Filed2026-04-23

COLGATE PALMOLIVE CO

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-23

MEAR

ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-23

MIRA

MIRA PHARMACEUTICALS INC

0.00%

Shares359.4K

Event2026-03-31

Filed2026-04-23

TSM

TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

7.21%

Shares1.1K

Event2026-03-31

Filed2026-04-23

BMY

BRISTOL MYERS SQUIBB CO

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-23

MDLZ

MONDELEZ INTL INC CLASS A

-5.02%

Shares6.4K

Event2026-03-31

Filed2026-04-23

SDY

STATE STREET SPDR S&P DIVIDEND ETF

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-23

PFE

PFIZER INC

0.01%

Shares12.9K

Event2026-03-31

Filed2026-04-23

AT&T INC

-3.72%

Shares12.3K

Event2026-03-31

Filed2026-04-23