Sponsored

The Analysis of Curi Capital, LLC's Holdings & P&L

Currently, Curi Capital, LLC holds 859 types of securities in its portfolio with a total value $5.6B. In the most recent quarter, they have increased their positions in IEFA (+477.2K shares, valued at $43.2M), N/A (+112.4K shares, valued at $22.2M), AMD (+102.5K shares, valued at $20.8M); decreased their positions in CRM (-155.3K shares, valued at $29.0M), MTB (-89.2K shares, valued at $18.4M), TYL (-50.0K shares, valued at $17.1M); initiated new positions in N/A (+112.4K shares, valued at $22.2M), GOLF (+78.4K shares, valued at $7.3M), OII (+166.3K shares, valued at $5.9M).

1M P&L

+96.4M+1.84%

3M P&L

-74.7M-1.38%

HY P&L

+160.6M+3.11%

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/A1.3B

24.6%

2Software - Infrastructure430.9M

8.3%

3Banks - Regional318.6M

6.2%

Top Industries by Stock Count

1N/A199 stocks

24.5%

2Banks - Regional73 stocks

9.0%

3Software - Application32 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP484.6K shares-7.10%2026-03-312026-05-15

AAPL APPLE INC669.9K shares6.38%2026-03-312026-05-15

NVDA NVIDIA CORPORATION791.0K shares4.83%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO407.7K shares-0.87%2026-03-312026-05-15

ALPHABET INC ALPHABET INC397.4K shares-1.40%2026-03-312026-05-15

AMZN AMAZON COM INC537.0K shares-2.72%2026-03-312026-05-15

IEFA ISHARES TR1.2M shares66.40%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR3.6M shares1.84%2026-03-312026-05-15

Sponsored

IVV ISHARES TR139.5K shares3.42%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T119.6K shares3.97%2026-03-312026-05-15

ALPHABET INC ALPHABET INC258.2K shares-5.98%2026-03-312026-05-15

V VISA INC244.5K shares-4.28%2026-03-312026-05-15

AME AMETEK INC298.2K shares1.97%2026-03-312026-05-15

LLY ELI LILLY & CO66.6K shares10.84%2026-03-312026-05-15

BROADCOM INC BROADCOM INC194.4K shares16.08%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC443.6K shares0.09%2026-03-312026-05-15

Sponsored

TJX TJX COS INC NEW335.4K shares-5.75%2026-03-312026-05-15

DHR DANAHER CORP DEL280.1K shares-0.54%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL105.5K shares8.31%2026-03-312026-05-15

IEI ISHARES TR412.5K shares3.21%2026-03-312026-05-15

GLD SPDR GOLD TR110.7K shares-2.93%2026-03-312026-05-15

META META PLATFORMS INC81.4K shares23.81%2026-03-312026-05-15

IUSV ISHARES TR449.5K shares44.62%2026-03-312026-05-15

RTX RTX CORPORATION231.7K shares4.44%2026-03-312026-05-15

Sponsored

IUSG ISHARES TR280.5K shares29.99%2026-03-312026-05-15

LUMN LUMEN TECHNOLOGIES INC5.9M shares74.46%2026-03-312026-05-15

MPWR MONOLITHIC PWR SYS INC36.3K shares2.05%2026-03-312026-05-15

NDSN NORDSON CORP146.2K shares-6.49%2026-03-312026-05-15

EFA ISHARES TR380.4K shares3.19%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC8.8K shares-7.03%2026-03-312026-05-15

CW CURTISS WRIGHT CORP53.5K shares-3.30%2026-03-312026-05-15

EOG EOG RES INC251.3K shares7.09%2026-03-312026-05-15

Sponsored

SHY ISHARES TR436.6K shares1.45%2026-03-312026-05-15

WHR WHIRLPOOL CORP664.6K shares-7.91%2026-03-312026-05-15

AMAT APPLIED MATLS INC104.8K shares71.78%2026-03-312026-05-15

JMTG J P MORGAN EXCHANGE TRADED F674.9K shares33.68%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC201.1K shares-0.71%2026-03-312026-05-15

IDXX IDEXX LABS INC57.2K shares44.29%2026-03-312026-05-15

ADI ANALOG DEVICES INC99.6K shares-22.43%2026-03-312026-05-15

IEMG ISHARES INC444.4K shares46.19%2026-03-312026-05-15

Sponsored

PANW PALO ALTO NETWORKS INC188.2K shares-13.31%2026-03-312026-05-15

CVX CHEVRON CORPORATION145.0K shares62.10%2026-03-312026-05-15

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW281.0K shares0.91%2026-03-312026-05-15

HUBBELL INC HUBBELL INC60.1K shares7.18%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR1.2M shares-2.59%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC30.4K shares-3.02%2026-03-312026-05-15

SNPS SYNOPSYS INC72.0K shares-29.77%2026-03-312026-05-15

FICO FAIR ISAAC CORP26.2K shares11.99%2026-03-312026-05-15

Sponsored

IBM INTERNATIONAL BUSINESS MACHS114.9K shares8.52%2026-03-312026-05-15

EMXC ISHARES INC350.4K shares-11.25%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC135.5K shares310.52%2026-03-312026-05-15

SYK STRYKER CORPORATION83.6K shares4.16%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON110.7K shares-13.65%2026-03-312026-05-15

RBC RBC BEARINGS INC49.5K shares-0.59%2026-03-312026-05-15

IJR ISHARES TR213.8K shares-3.56%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC68.0K shares9.49%2026-03-312026-05-15

Sponsored

IP INTERNATIONAL PAPER CO706.6K shares37.07%2026-03-312026-05-15

EGP EASTGROUP PPTYS INC133.1K shares-1.16%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR798.8K shares-7.03%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL726.3K shares-6.34%2026-03-312026-05-15

WSO WATSCO INC65.7K shares-1.99%2026-03-312026-05-15

CRS CARPENTER TECHNOLOGY CORP60.2K shares-3.49%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 4038.0K shares0.55%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC46.6K shares8.00%2026-03-312026-05-15

Sponsored

EXP EAGLE MATLS INC119.1K shares0.07%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC112.4K sharesnew addition2026-03-312026-05-15

SPGI S&P GLOBAL INC52.1K shares-7.77%2026-03-312026-05-15

RRC RANGE RES CORP487.7K shares-1.03%2026-03-312026-05-15

AIT APPLIED INDL TECHNOLOGIES IN83.0K shares0.83%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR709.2K shares-2.12%2026-03-312026-05-15

SYBT STOCK YDS BANCORP INC321.4K shares10.12%2026-03-312026-05-15

HBAN HUNTINGTON BANCSHARES INC1.3M shares17.02%2026-03-312026-05-15

Sponsored

CRH PLC CRH PLC202.0K shares68.64%2026-03-312026-05-15

TYL TYLER TECHNOLOGIES INC62.2K shares-44.56%2026-03-312026-05-15

IFRA ISHARES TR367.3K shares0.76%2026-03-312026-05-15

KRE SPDR SERIES TRUST315.4K shares1.36%2026-03-312026-05-15

IEX IDEX CORP104.0K shares1.84%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS87.6K shares1.04%2026-03-312026-05-15

ABBV ABBVIE INC86.1K shares3.33%2026-03-312026-05-15

MS MORGAN STANLEY113.3K shares-6.05%2026-03-312026-05-15

Sponsored

XBI SPDR SERIES TRUST143.8K shares201.63%2026-03-312026-05-15

WST WEST PHARMACEUTICAL SVSC INC72.2K shares-0.51%2026-03-312026-05-15

MA MASTERCARD INCORPORATED35.3K shares-0.18%2026-03-312026-05-15

IJH ISHARES TR260.4K shares-9.76%2026-03-312026-05-15

WTFC WINTRUST FINL CORP126.4K shares16.15%2026-03-312026-05-15

BJ BJS WHSL CLUB HLDGS INC177.4K shares8.42%2026-03-312026-05-15

KAI KADANT INC58.7K shares1.49%2026-03-312026-05-15

TSLA TESLA INC46.0K shares39.23%2026-03-312026-05-15

Sponsored

DGRW WISDOMTREE TR193.1K shares0.18%2026-03-312026-05-15

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA559.7K shares1.69%2026-03-312026-05-15

TCBK TRICO BANCSHARES352.8K shares0.89%2026-03-312026-05-15

NET CLOUDFLARE INC79.8K shares-8.62%2026-03-312026-05-15

AFG AMERICAN FINANCIAL GROUP INC128.8K shares0.74%2026-03-312026-05-15

VGT VANGUARD WORLD FD23.2K shares-0.03%2026-03-312026-05-15

IWF ISHARES TR37.5K shares8.49%2026-03-312026-05-15

PGR PROGRESSIVE CORP79.2K shares-17.84%2026-03-312026-05-15

Sponsored

EQBK EQUITY BANCSHARES INC350.0K shares-0.90%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP21.4K shares-9.58%2026-03-312026-05-15

IWP ISHARES TR113.1K shares0.05%2026-03-312026-05-15

ABL ABACUS GLOBAL MGMT INC1.8M shares-3.36%2026-03-312026-05-15

WRB BERKLEY W R CORP212.2K shares-0.03%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC280.0K shares-7.65%2026-03-312026-05-15

RGEN REPLIGEN CORP118.7K shares0.61%2026-03-312026-05-15

BWXT BWX TECHNOLOGIES INC67.2K shares-3.08%2026-03-312026-05-15

Sponsored

SF STIFEL FINL CORP185.2K shares71.55%2026-03-312026-05-15

FRST PRIMIS FINANCIAL CORP1.0M shares0.01%2026-03-312026-05-15

ATR APTARGROUP INC105.3K shares0.43%2026-03-312026-05-15

RPM RPM INTL INC133.5K shares-2.56%2026-03-312026-05-15

VC VISTEON CORP143.2K shares1.84%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP138.8K shares0.11%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F168.2K shares3.47%2026-03-312026-05-15

MKSI MKS INC.54.3K shares103.76%2026-03-312026-05-15

Sponsored

CASY CASEYS GEN STORES INC17.0K shares-3.12%2026-03-312026-05-15

HD HOME DEPOT INC37.5K shares-0.36%2026-03-312026-05-15

ABT ABBOTT LABORATORIES119.0K shares-5.04%2026-03-312026-05-15

IWB ISHARES TR34.1K shares-2.34%2026-03-312026-05-15

BP BP PLC258.2K shares-1.02%2026-03-312026-05-15

USFD US FOODS HLDG CORP130.4K shares-0.35%2026-03-312026-05-15

SKT TANGER INC352.9K shares59.82%2026-03-312026-05-15

IHDG WISDOMTREE TR247.3K shares-0.38%2026-03-312026-05-15

Sponsored

SMMD ISHARES TR155.6K shares-4.04%2026-03-312026-05-15

DON WISDOMTREE TR221.4K shares3.77%2026-03-312026-05-15

DOW DOW HLDGS INC277.4K shares1.33%2026-03-312026-05-15

VTI VANGUARD INDEX FDS35.6K shares9.10%2026-03-312026-05-15

ENSG ENSIGN GROUP INC56.7K shares0.44%2026-03-312026-05-15

VBNK VERSABANK NEW805.1K shares2.76%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC54.2K shares307.80%2026-03-312026-05-15

MMSI MERIT MED SYS INC161.1K shares4.83%2026-03-312026-05-15

Sponsored

RNST RENASANT CORP307.3K shares10.88%2026-03-312026-05-15

RGLD ROYAL GOLD INC43.5K shares-1.34%2026-03-312026-05-15

SCZ ISHARES TR138.8K shares20.78%2026-03-312026-05-15

NIC NICOLET BANKSHARES INC72.8K shares244.56%2026-03-312026-05-15

CPK CHESAPEAKE UTILS CORP84.4K shares-0.70%2026-03-312026-05-15

DDOG DATADOG INC90.5K shares-1.98%2026-03-312026-05-15

RLY SSGA ACTIVE ETF TR295.6K shares4.72%2026-03-312026-05-15

TXRH TEXAS ROADHOUSE INC64.7K shares3.36%2026-03-312026-05-15

Sponsored

MMC MARSH & MCLENNAN COS INC60.7K shares10.64%2026-03-312026-05-15

GILD GILEAD SCIENCES INC74.6K shares-14.52%2026-03-312026-05-15

SHEL SHELL PLC111.5K shares-12.14%2026-03-312026-05-15

TGT TARGET CORP84.9K shares-9.16%2026-03-312026-05-15

WFC WELLS FARGO & CO127.0K shares-3.24%2026-03-312026-05-15

CB CHUBB LTD SWITZ30.6K shares-23.54%2026-03-312026-05-15

CSCO CISCO SYS INC128.7K shares-2.44%2026-03-312026-05-15

QTWO Q2 HLDGS INC210.8K shares49.01%2026-03-312026-05-15

Sponsored

MDB MONGODB INC40.0K shares2.87%2026-03-312026-05-15

USCB USCB FINANCIAL HOLDINGS INC527.1K shares17.49%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC37.0K shares-16.34%2026-03-312026-05-15

PEP PEPSICO INC62.1K shares-9.41%2026-03-312026-05-15

DVN DEVON ENERGY CORP NEW188.7K shares-1.05%2026-03-312026-05-15

VO VANGUARD INDEX FDS32.9K shares-1.07%2026-03-312026-05-15

FHN FIRST HORIZON CORPORATION412.2K shares-9.44%2026-03-312026-05-15

CLOI VANECK ETF TRUST174.3K shares3.26%2026-03-312026-05-15

Sponsored

IBP INSTALLED BLDG PRODS INC34.5K shares0.16%2026-03-312026-05-15

PSTG EVERPURE INC152.3K shares-5.86%2026-03-312026-05-15

CME CME GROUP INC30.3K shares-10.33%2026-03-312026-05-15

TOTL SSGA ACTIVE ETF TR223.9K shares-4.11%2026-03-312026-05-15

SNOW SNOWFLAKE INC55.6K shares9.95%2026-03-312026-05-15

FANG DIAMONDBACK ENERGY INC42.4K shares-11.66%2026-03-312026-05-15

OBK ORIGIN BANCORP INC201.2K shares0.13%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR286.5K shares-2.43%2026-03-312026-05-15

Sponsored

AAON AAON INC100.7K shares2.08%2026-03-312026-05-15

BLFS BIOLIFE SOLUTIONS INC426.0K shares0.58%2026-03-312026-05-15

DES WISDOMTREE TR222.2K shares3.37%2026-03-312026-05-15

BMI BADGER METER INC52.2K shares3.97%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS123.1K shares26.50%2026-03-312026-05-15

VUG VANGUARD INDEX FDS18.0K shares-2.16%2026-03-312026-05-15

LOW LOWES COS INC32.6K shares-13.48%2026-03-312026-05-15

COMMERCIAL BANCGROUP INC COMMERCIAL BANCGROUP INC289.6K shares-18.79%2026-03-312026-05-15

Sponsored

BUD ANHEUSER BUSCH INBEV SA NV107.6K shares-7.60%2026-03-312026-05-15

COSO COASTALSOUTH BANCSHARES INC303.0K shares24.44%2026-03-312026-05-15

GOLF ACUSHNET HLDGS CORP78.4K sharesnew addition2026-03-312026-05-15

CAH CARDINAL HEALTH INC34.6K shares1.64%2026-03-312026-05-15

APH AMPHENOL CORP57.7K shares143.34%2026-03-312026-05-15

COOPER COS INC COOPER COS INC101.5K shares-33.58%2026-03-312026-05-15

CMCSA COMCAST CORP NEW250.4K shares-17.94%2026-03-312026-05-15

IWM ISHARES TR29.0K shares-8.55%2026-03-312026-05-15

Sponsored

MO ALTRIA GROUP INC108.6K shares0.69%2026-03-312026-05-15

AMGN AMGEN INC20.1K shares-19.78%2026-03-312026-05-15

ASML ASML HLDG NV5.3K shares-38.45%2026-03-312026-05-15

EEM ISHARES TR123.7K shares-0.19%2026-03-312026-05-15

NVS NOVARTIS AG45.4K shares-31.47%2026-03-312026-05-15

CSL CARLISLE COS INC20.5K shares200.25%2026-03-312026-05-15

MUFG MITSUBISHI UFJ FINANCIAL GRO401.4K shares29.01%2026-03-312026-05-15

ZS ZSCALER INC48.4K shares31.18%2026-03-312026-05-15

Sponsored

BFST BUSINESS FIRST BANCSHARES IN250.0K shares0.00%2026-03-312026-05-15

CAT CATERPILLAR INC9.5K shares-1.20%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T35.1K shares60.58%2026-03-312026-05-15

IWR ISHARES TR66.7K shares2.23%2026-03-312026-05-15

ING ING GROEP N.V.248.6K shares-30.12%2026-03-312026-05-15

CIVB CIVISTA BANCSHARES INC283.3K shares40.87%2026-03-312026-05-15

XOM EXXON MOBIL CORP37.6K shares4.66%2026-03-312026-05-15

DKS DICKS SPORTING GOODS INC31.8K shares-8.26%2026-03-312026-05-15

Sponsored

MTDR MATADOR RES CO98.8K shares-2.46%2026-03-312026-05-15

BCAL CALIFORNIA BANCORP346.7K shares42.27%2026-03-312026-05-15

BCS BARCLAYS PLC287.2K shares-14.30%2026-03-312026-05-15

FBK FB FINL CORP115.0K shares-4.17%2026-03-312026-05-15

OII OCEANEERING INTL INC166.3K sharesnew addition2026-03-312026-05-15

UNP UNION PAC CORP23.9K shares-27.58%2026-03-312026-05-15

AVBH AVIDBANK HLDGS INC200.0K shares-6.92%2026-03-312026-05-15

SPYD SPDR SERIES TRUST124.7K shares0.00%2026-03-312026-05-15

Sponsored

DXJ WISDOMTREE TR35.6K shares0.31%2026-03-312026-05-15

ATLASSIAN CORPORATION ATLASSIAN CORPORATION82.6K shares109.54%2026-03-312026-05-15

IWV ISHARES TR15.0K shares-1.35%2026-03-312026-05-15

AMTB AMERANT BANCORP INC250.1K shares-16.66%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II75.2K shares-2.87%2026-03-312026-05-15

SGOV ISHARES TR54.4K shares-4.65%2026-03-312026-05-15

WMT WALMART INC42.2K shares1.07%2026-03-312026-05-15

WCLD WISDOMTREE TR190.9K shares428.42%2026-03-312026-05-15

Sponsored

BBT BEACON FINANCIAL CORP.170.1K shares95.13%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS8.4K shares-4.31%2026-03-312026-05-15

HUBS HUBSPOT INC20.6K shares80.76%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares-12.50%2026-03-312026-05-15

BFAM BRIGHT HORIZONS FAM SOL IN D60.9K shares-11.57%2026-03-312026-05-15

SFNC SIMMONS FIRST NATL CORP251.8K shares0.30%2026-03-312026-05-15

ITT INC ITT INC25.6K shares-1.68%2026-03-312026-05-15

ORCL ORACLE CORP33.1K shares7.30%2026-03-312026-05-15

Sponsored

MYFW FIRST WESTN FINL INC197.1K shares0.00%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS81.1K shares-8.15%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC11.5K shares0.11%2026-03-312026-05-15

MCHB MECHANICS BANCORP318.8K shares-53.78%2026-03-312026-05-15

MINT PIMCO ETF TR46.5K shares-17.81%2026-03-312026-05-15

SON SONOCO PRODS CO85.5K shares22.63%2026-03-312026-05-15

NTRS NORTHERN TR CORP32.6K shares0.58%2026-03-312026-05-15

BY BYLINE BANCORP INC144.3K shares4.30%2026-03-312026-05-15

Sponsored

LMT LOCKHEED MARTIN CORP7.5K shares-0.08%2026-03-312026-05-15

ROP ROPER TECHNOLOGIES INC12.7K shares3.25%2026-03-312026-05-15

BANC BANC OF CALIFORNIA INC253.9K shares0.01%2026-03-312026-05-15

FSUN FIRSTSUN CAP BANCORP121.3K shares-9.27%2026-03-312026-05-15

VTV VANGUARD INDEX FDS22.5K shares0.54%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE15.5K shares36.71%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L116.0K shares13.79%2026-03-312026-05-15

DT DYNATRACE INC118.2K shares97.35%2026-03-312026-05-15

Sponsored

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NPB NORTHPOINTE BANCSHARES INC.245.1K shares47.92%2026-03-312026-05-15

OMCL OMNICELL COM126.2K shares-0.07%2026-03-312026-05-15

USB US BANCORP78.6K shares6.11%2026-03-312026-05-15

MCD MCDONALDS CORP13.1K shares-3.04%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I13.9K shares-0.53%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION4.0K shares4.72%2026-03-312026-05-15

DIS DISNEY WALT CO41.3K shares-36.12%2026-03-312026-05-15

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SCHZ SCHWAB STRATEGIC TR170.5K shares-3.08%2026-03-312026-05-15

HON HONEYWELL INTL INC17.3K shares19.69%2026-03-312026-05-15

FFWM FIRST FNDTN INC659.4K shares64.44%2026-03-312026-05-15

AUB ATLANTIC UN BANKSHARES CORP106.6K shares0.00%2026-03-312026-05-15

FRME FIRST MERCHANTS CORP98.3K shares0.01%2026-03-312026-05-15

CCB COASTAL FINL CORP WA50.0K shares66.67%2026-03-312026-05-15

TXN TEXAS INSTRS INC19.5K shares0.61%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS64.1K shares1.83%2026-03-312026-05-15

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MKL MARKEL GROUP INC2.0K shares-7.98%2026-03-312026-05-15

EMR EMERSON ELEC CO28.6K shares-0.29%2026-03-312026-05-15

INTU INTUIT8.3K shares-36.72%2026-03-312026-05-15

DE DEERE & CO6.3K shares-12.08%2026-03-312026-05-15

EPRT ESSENTIAL PPTYS RLTY TR INC116.5K shares0.23%2026-03-312026-05-15

ABCB AMERIS BANCORP45.2K shares0.00%2026-03-312026-05-15

CRM SALESFORCE INC18.9K shares-89.17%2026-03-312026-05-15

NEE NEXTERA ENERGY INC37.9K shares-1.56%2026-03-312026-05-15

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HEI HEICO CORP NEW12.8K shares-1.93%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR6.1K shares32.27%2026-03-312026-05-15

WMB WILLIAMS COS INC47.7K shares24.54%2026-03-312026-05-15

SOUTHSTATE BK CORP SOUTHSTATE BK CORP37.3K shares0.02%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST88.5K shares-9.51%2026-03-312026-05-15

STM STMICROELECTRONICS N V98.9K shares-14.23%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC9.5K shares2.67%2026-03-312026-05-15

OKE ONEOK INC NEW37.3K shares10.80%2026-03-312026-05-15

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GEV GE VERNOVA INC3.8K shares10.45%2026-03-312026-05-15

PG PROCTER & GAMBLE CO22.8K shares-16.03%2026-03-312026-05-15

CPRT COPART INC97.4K shares21.86%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP17.6K shares83.97%2026-03-312026-05-15

FAST FASTENAL CO68.6K shares0.20%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO52.4K shares0.28%2026-03-312026-05-15

FISI FINANCIAL INSTITUTIONS INC100.0K shares0.02%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN15.3K shares1.84%2026-03-312026-05-15

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SCHG SCHWAB STRATEGIC TR106.9K shares-5.45%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F22.3K shares-0.48%2026-03-312026-05-15

PCYO PURE CYCLE CORP304.5K shares-11.01%2026-03-312026-05-15

HEDJ WISDOMTREE TR58.3K shares1.19%2026-03-312026-05-15

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC35.2K sharesnew addition2026-03-312026-05-15

RY ROYAL BK CDA18.6K shares1.57%2026-03-312026-05-15

KLAC KLA CORP2.0K shares-11.72%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP13.6K shares3.33%2026-03-312026-05-15

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VXUS VANGUARD STAR FDS37.6K shares-2.59%2026-03-312026-05-15

IWY ISHARES TR11.5K shares-0.39%2026-03-312026-05-15

ODFL OLD DOMINION FREIGHT LINE IN14.6K shares-10.60%2026-03-312026-05-15

ITOT ISHARES TR19.8K shares-4.23%2026-03-312026-05-15

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY35.7K shares0.54%2026-03-312026-05-15

AMT AMERICAN TOWER CORP16.3K shares-37.63%2026-03-312026-05-15

MPLX MPLX LP49.0K shares24.89%2026-03-312026-05-15

KO COCA COLA CO36.1K shares2.13%2026-03-312026-05-15

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FI FISERV INC48.3K shares5.57%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC7.8K shares86.85%2026-03-312026-05-15

WFC-PL WELLS FARGO & CO2.3K shares-8.91%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND13.3K shares-36.79%2026-03-312026-05-15

ET ENERGY TRANSFER L P132.1K shares35.02%2026-03-312026-05-15

STT STATE STR CORP20.1K shares40.26%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC5.5K shares1.53%2026-03-312026-05-15

SHBI SHORE BANCSHARES INC133.4K shares0.00%2026-03-312026-05-15

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BAC BANK AMERICA CORP50.7K shares16.71%2026-03-312026-05-15

PFS PROVIDENT FINL SVCS INC115.4K shares0.00%2026-03-312026-05-15

STLD STEEL DYNAMICS INC13.4K shares-38.24%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST49.7K shares-3.34%2026-03-312026-05-15

CENTRAL BANCOMPANY CENTRAL BANCOMPANY100.5K shares-42.52%2026-03-312026-05-15

FIX COMFORT SYS USA INC1.7K shares2.07%2026-03-312026-05-15

FTEC FIDELITY COVINGTON TRUST11.4K shares-16.23%2026-03-312026-05-15

MMM 3M CO16.3K shares-11.30%2026-03-312026-05-15

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CRSP CRISPR THERAPEUTICS AG49.7K shares-1.75%2026-03-312026-05-15

ATI ATI INC16.1K shares0.11%2026-03-312026-05-15

GDX VANECK ETF TRUST25.4K shares0.73%2026-03-312026-05-15

EQIX EQUINIX INC2.4K shares-86.32%2026-03-312026-05-15

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PLTR PALANTIR TECHNOLOGIES INC15.6K shares25.56%2026-03-312026-05-15

RS RELIANCE INC7.4K shares0.32%2026-03-312026-05-15

SBUX STARBUCKS CORP24.8K shares101.27%2026-03-312026-05-15

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ALL ALLSTATE CORP10.6K shares24.80%2026-03-312026-05-15

IYG ISHARES TR26.6K shares1051.86%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF56.9K shares7.22%2026-03-312026-05-15

NVR NVR INC331 shares-0.30%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC8.0K shares5.95%2026-03-312026-05-15

CARE CARTER BANKSHARES INC93.3K shares0.00%2026-03-312026-05-15

TRMB TRIMBLE INC33.2K shares-4.14%2026-03-312026-05-15

IVW ISHARES TR18.9K shares-3.29%2026-03-312026-05-15

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BWB BRIDGEWATER BANCSHARES INC120.0K shares0.00%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW16.2K shares6.30%2026-03-312026-05-15

TECH BIO-TECHNE CORP40.3K shares-16.06%2026-03-312026-05-15

BSVO EA SERIES TRUST82.4K shares0.00%2026-03-312026-05-15

OSBC OLD SECOND BANCORP INC DEL100.5K shares0.00%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO6.7K shares7.05%2026-03-312026-05-15

BIL SPDR SERIES TRUST22.0K shares-10.64%2026-03-312026-05-15

AVY AVERY DENNISON CORP11.7K shares-43.40%2026-03-312026-05-15

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FDX FEDEX CORP5.6K shares-1.18%2026-03-312026-05-15

PFE PFIZER INC71.3K shares-1.38%2026-03-312026-05-15

HTB HOMETRUST BANCSHARES INC46.8K shares0.00%2026-03-312026-05-15

WBS WEBSTER FINL CORP28.6K shares-47.17%2026-03-312026-05-15

CMI CUMMINS INC3.7K shares11.12%2026-03-312026-05-15

NFLX NETFLIX INC.20.4K shares1.52%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP5.7K shares3.19%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP6.8K shares-0.94%2026-03-312026-05-15

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DVY ISHARES TR12.6K shares-9.00%2026-03-312026-05-15

MCHP MICROCHIP TECHNOLOGY INC.29.4K shares12.97%2026-03-312026-05-15

COP CONOCOPHILLIPS14.3K shares0.93%2026-03-312026-05-15

IWX ISHARES TR20.4K shares0.02%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR75.1K shares0.84%2026-03-312026-05-15

EIX EDISON INTL25.8K shares30.56%2026-03-312026-05-15

BN BROOKFIELD CORP46.5K shares4.03%2026-03-312026-05-15

FTI TECHNIPFMC PLC26.8K shares19.84%2026-03-312026-05-15

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VKTX VIKING THERAPEUTICS INC56.4K shares2.93%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP6.8K shares-6.40%2026-03-312026-05-15

MTB M & T BK CORP8.9K shares-90.97%2026-03-312026-05-15

PRU PRUDENTIAL FINL INC18.5K shares-9.09%2026-03-312026-05-15

PSX PHILLIPS 669.8K shares-36.67%2026-03-312026-05-15

PCG PG&E CORP101.6K shares-4.04%2026-03-312026-05-15

BAC-PL BANK AMERICA CORP1.5K shares-6.25%2026-03-312026-05-15

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IRMD IRADIMED CORP18.5K sharesnew addition2026-03-312026-05-15

CEFA GLOBAL X FDS48.1K shares12.19%2026-03-312026-05-15

PAA PLAINS ALL AMERN PIPELINE L78.3K shares25.67%2026-03-312026-05-15

HACK AMPLIFY ETF TR23.2K shares0.13%2026-03-312026-05-15

PFF ISHARES TR57.3K shares-14.19%2026-03-312026-05-15

AMP AMERIPRISE FINL INC3.8K shares-10.66%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR33.6K shares-0.00%2026-03-312026-05-15

FROG JFROG LTD35.3K shares1.67%2026-03-312026-05-15

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MIR MIRION TECHNOLOGIES INC88.4K sharesnew addition2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TRUST ETF31.1K shares-0.14%2026-03-312026-05-15

SLQD ISHARES TR32.5K shares-0.37%2026-03-312026-05-15

WEC ENERGY GROUP INC WEC ENERGY GROUP INC14.1K shares-4.87%2026-03-312026-05-15

CATH GLOBAL X FDS20.5K shares0.00%2026-03-312026-05-15

QCOM QUALCOMM INC12.4K shares-0.08%2026-03-312026-05-15

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CINF CINCINNATI FINL CORP9.9K shares0.58%2026-03-312026-05-15

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ICE INTERCONTINENTAL EXCHANGE IN9.9K shares1.78%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC1.8K shares-1.98%2026-03-312026-05-15

AGG ISHARES TR15.5K shares-22.49%2026-03-312026-05-15

PTC PTC INC10.8K shares-25.84%2026-03-312026-05-15

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ABNB AIRBNB INC12.1K shares0.81%2026-03-312026-05-15

ADBE ADOBE INC6.2K shares-62.14%2026-03-312026-05-15

GVI ISHARES TR14.2K shares333.43%2026-03-312026-05-15

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ROK ROCKWELL AUTOMATION INC4.2K shares12.07%2026-03-312026-05-15

XAR SPDR SERIES TRUST5.9K shares0.00%2026-03-312026-05-15

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NDAQ NASDAQ INC16.9K shares-0.24%2026-03-312026-05-15

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GNMA ISHARES TR32.1K shares18.92%2026-03-312026-05-15

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IYW ISHARES TR7.7K shares4.75%2026-03-312026-05-15

RJF RAYMOND JAMES FINL INC9.6K shares0.59%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS9.2K shares15.88%2026-03-312026-05-15

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MBWM MERCANTILE BK CORP26.7K sharesnew addition2026-03-312026-05-15

LDUR PIMCO ETF TR14.0K shares9.55%2026-03-312026-05-15

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CWB SPDR SERIES TRUST14.3K shares0.00%2026-03-312026-05-15

PODD INSULET CORP6.2K shares43.48%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F25.7K shares7.52%2026-03-312026-05-15

KMX CARMAX INC31.2K shares0.33%2026-03-312026-05-15

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BLACKSTONE INC BLACKSTONE INC11.2K shares39.96%2026-03-312026-05-15

MPB MID PENN BANCORP INC39.8K shares2.68%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC13.0K shares6.03%2026-03-312026-05-15

CFG CITIZENS FINL GROUP INC21.2K shares-0.13%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC4.3K shares7.05%2026-03-312026-05-15

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IWD ISHARES TR5.8K shares-5.17%2026-03-312026-05-15

TRGP TARGA RES CORP4.9K shares1.61%2026-03-312026-05-15

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IR INGERSOLL RAND INC15.2K shares0.57%2026-03-312026-05-15

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WES WESTERN MIDSTREAM PARTNERS L27.9K shares0.00%2026-03-312026-05-15

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EWJ ISHARES INC13.5K shares-20.90%2026-03-312026-05-15

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AVUV AMERICAN CENTY ETF TR10.1K shares-1.40%2026-03-312026-05-15

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WPC WP CAREY INC16.1K shares0.16%2026-03-312026-05-15

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JBHT HUNT J B TRANS SVCS INC5.0K shares0.24%2026-03-312026-05-15

TPL TEXAS PACIFIC LAND CORPORATI2.2K shares0.59%2026-03-312026-05-15

DGRO ISHARES TR14.9K shares8.16%2026-03-312026-05-15

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EW EDWARDS LIFESCIENCES CORP13.0K shares-17.96%2026-03-312026-05-15

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HIG HARTFORD INSURANCE GROUP INC7.5K shares-8.97%2026-03-312026-05-15

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ECL ECOLAB INC3.8K shares0.48%2026-03-312026-05-15

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SDY SPDR SERIES TRUST6.6K shares-6.88%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR18.9K shares6.71%2026-03-312026-05-15

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NYT NEW YORK TIMES CO MTN BE11.0K shares1.89%2026-03-312026-05-15

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BTI BRITISH AMERN TOB PLC15.1K shares-43.47%2026-03-312026-05-15

JLL JONES LANG LASALLE INC2.9K shares-3.26%2026-03-312026-05-15

TXT TEXTRON INC9.9K shares10.36%2026-03-312026-05-15

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MDLZ MONDELEZ INTL INC14.9K shares7.72%2026-03-312026-05-15

CQP CHENIERE ENERGY PARTNERS L P13.2K shares5.63%2026-03-312026-05-15

CMG CHIPOTLE MEXICAN GRILL INC26.5K shares5.66%2026-03-312026-05-15

GLW CORNING INC6.2K shares9.45%2026-03-312026-05-15

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VLTO VERALTO CORP9.4K shares-31.65%2026-03-312026-05-15

BR BROADRIDGE FINL SOLUTIONS IN5.1K shares205.08%2026-03-312026-05-15

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KKR & CO INC KKR & CO INC8.9K sharesnew addition2026-03-312026-05-15

DAL DELTA AIR LINES INC12.4K shares-2.04%2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR7.4K shares0.15%2026-03-312026-05-15

ALPS ETF TR ALPS ETF TR15.6K shares-0.32%2026-03-312026-05-15

ILMN ILLUMINA INC6.7K shares-22.28%2026-03-312026-05-15

Sponsored

FNDF SCHWAB STRATEGIC TR16.8K shares133.71%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST11.6K shares0.21%2026-03-312026-05-15

FBTC FIDELITY WISE ORIGIN BITCOIN13.9K shares0.00%2026-03-312026-05-15

MOH MOLINA HEALTHCARE INC6.1K sharesnew addition2026-03-312026-05-15

KEYS KEYSIGHT TECHNOLOGIES INC2.9K shares-3.19%2026-03-312026-05-15

LULU LULULEMON ATHLETICA INC5.3K sharesnew addition2026-03-312026-05-15

EFC ELLINGTON FINANCIAL INC68.4K shares-0.14%2026-03-312026-05-15

QUAL ISHARES TR4.2K shares32.16%2026-03-312026-05-15

Sponsored

TFC TRUIST FINL CORP17.3K shares15.52%2026-03-312026-05-15

CRVL CORVEL CORP14.5K shares0.19%2026-03-312026-05-15

INTC INTEL CORP17.9K shares-27.73%2026-03-312026-05-15

MKTX MARKETAXESS HLDGS INC4.7K shares58.53%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO3.1K shares60.33%2026-03-312026-05-15

HESM HESS MIDSTREAM LP19.6K shares0.00%2026-03-312026-05-15

FTNT FORTINET INC9.2K shares36.32%2026-03-312026-05-15

LII LENNOX INTL INC1.6K sharesnew addition2026-03-312026-05-15

Sponsored

BND VANGUARD BD INDEX FDS10.2K shares96.12%2026-03-312026-05-15

BMRN BIOMARIN PHARMACEUTICAL INC13.2K shares-4.99%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO2.3K shares3.51%2026-03-312026-05-15

KEY KEYCORP37.1K shares1.74%2026-03-312026-05-15

MSFT

MICROSOFT CORP

-7.10%

Shares484.6K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

6.38%

Shares669.9K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

4.83%

Shares791.0K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-0.87%

Shares407.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-1.40%

Shares397.4K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-2.72%

Shares537.0K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

66.40%

Shares1.2M

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

1.84%

Shares3.6M

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

3.42%

Shares139.5K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

3.97%

Shares119.6K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-5.98%

Shares258.2K

Event2026-03-31

Filed2026-05-15

VISA INC

-4.28%

Shares244.5K

Event2026-03-31

Filed2026-05-15

AME

AMETEK INC

1.97%

Shares298.2K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

10.84%

Shares66.6K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

16.08%

Shares194.4K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

0.09%

Shares443.6K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

-5.75%

Shares335.4K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

-0.54%

Shares280.1K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

8.31%

Shares105.5K

Event2026-03-31

Filed2026-05-15

IEI

ISHARES TR

3.21%

Shares412.5K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-2.93%

Shares110.7K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

23.81%

Shares81.4K

Event2026-03-31

Filed2026-05-15

IUSV

ISHARES TR

44.62%

Shares449.5K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

4.44%

Shares231.7K

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES TR

29.99%

Shares280.5K

Event2026-03-31

Filed2026-05-15

LUMN

LUMEN TECHNOLOGIES INC

74.46%

Shares5.9M

Event2026-03-31

Filed2026-05-15

MPWR

MONOLITHIC PWR SYS INC

2.05%

Shares36.3K

Event2026-03-31

Filed2026-05-15

NDSN

NORDSON CORP

-6.49%

Shares146.2K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

3.19%

Shares380.4K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

-7.03%

Shares8.8K

Event2026-03-31

Filed2026-05-15

CURTISS WRIGHT CORP

-3.30%

Shares53.5K

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC

7.09%

Shares251.3K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

1.45%

Shares436.6K

Event2026-03-31

Filed2026-05-15

WHR

WHIRLPOOL CORP

-7.91%

Shares664.6K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

71.78%

Shares104.8K

Event2026-03-31

Filed2026-05-15

JMTG

J P MORGAN EXCHANGE TRADED F

33.68%

Shares674.9K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

-0.71%

Shares201.1K

Event2026-03-31

Filed2026-05-15

IDXX

IDEXX LABS INC

44.29%

Shares57.2K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

-22.43%

Shares99.6K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

46.19%

Shares444.4K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

-13.31%

Shares188.2K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

62.10%

Shares145.0K

Event2026-03-31

Filed2026-05-15

FEDERAL RLTY INVT TR NEW

0.91%

Shares281.0K

Event2026-03-31

Filed2026-05-15

HUBBELL INC

7.18%

Shares60.1K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

-2.59%

Shares1.2M

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

-3.02%

Shares30.4K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

-29.77%

Shares72.0K

Event2026-03-31

Filed2026-05-15

FICO

FAIR ISAAC CORP

11.99%

Shares26.2K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

8.52%

Shares114.9K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

-11.25%

Shares350.4K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

310.52%

Shares135.5K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

4.16%

Shares83.6K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-13.65%

Shares110.7K

Event2026-03-31

Filed2026-05-15

RBC

RBC BEARINGS INC

-0.59%

Shares49.5K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-3.56%

Shares213.8K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

9.49%

Shares68.0K

Event2026-03-31

Filed2026-05-15

INTERNATIONAL PAPER CO

37.07%

Shares706.6K

Event2026-03-31

Filed2026-05-15

EGP

EASTGROUP PPTYS INC

-1.16%

Shares133.1K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

-7.03%

Shares798.8K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

-6.34%

Shares726.3K

Event2026-03-31

Filed2026-05-15

WSO

WATSCO INC

-1.99%

Shares65.7K

Event2026-03-31

Filed2026-05-15

CRS

CARPENTER TECHNOLOGY CORP

-3.49%

Shares60.2K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

0.55%

Shares38.0K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

8.00%

Shares46.6K

Event2026-03-31

Filed2026-05-15

EXP

EAGLE MATLS INC

0.07%

Shares119.1K

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC

New

Shares112.4K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

-7.77%

Shares52.1K

Event2026-03-31

Filed2026-05-15

RRC

RANGE RES CORP

-1.03%

Shares487.7K

Event2026-03-31

Filed2026-05-15

AIT

APPLIED INDL TECHNOLOGIES IN

0.83%

Shares83.0K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

-2.12%

Shares709.2K

Event2026-03-31

Filed2026-05-15

SYBT

STOCK YDS BANCORP INC

10.12%

Shares321.4K

Event2026-03-31

Filed2026-05-15

HBAN

HUNTINGTON BANCSHARES INC

17.02%

Shares1.3M

Event2026-03-31

Filed2026-05-15

CRH PLC

68.64%

Shares202.0K

Event2026-03-31

Filed2026-05-15

TYL

TYLER TECHNOLOGIES INC

-44.56%

Shares62.2K

Event2026-03-31

Filed2026-05-15

IFRA

ISHARES TR

0.76%

Shares367.3K

Event2026-03-31

Filed2026-05-15

KRE

SPDR SERIES TRUST

1.36%

Shares315.4K

Event2026-03-31

Filed2026-05-15

IEX

IDEX CORP

1.84%

Shares104.0K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

1.04%

Shares87.6K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

3.33%

Shares86.1K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

-6.05%

Shares113.3K

Event2026-03-31

Filed2026-05-15

XBI

SPDR SERIES TRUST

201.63%

Shares143.8K

Event2026-03-31

Filed2026-05-15

WST

WEST PHARMACEUTICAL SVSC INC

-0.51%

Shares72.2K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-0.18%

Shares35.3K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-9.76%

Shares260.4K

Event2026-03-31

Filed2026-05-15

WTFC

WINTRUST FINL CORP

16.15%

Shares126.4K

Event2026-03-31

Filed2026-05-15

BJS WHSL CLUB HLDGS INC

8.42%

Shares177.4K

Event2026-03-31

Filed2026-05-15

KAI

KADANT INC

1.49%

Shares58.7K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

39.23%

Shares46.0K

Event2026-03-31

Filed2026-05-15

DGRW

WISDOMTREE TR

0.18%

Shares193.1K

Event2026-03-31

Filed2026-05-15

SEACOAST BKG CORP FLA

1.69%

Shares559.7K

Event2026-03-31

Filed2026-05-15

TCBK

TRICO BANCSHARES

0.89%

Shares352.8K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC

-8.62%

Shares79.8K

Event2026-03-31

Filed2026-05-15

AFG

AMERICAN FINANCIAL GROUP INC

0.74%

Shares128.8K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

-0.03%

Shares23.2K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

8.49%

Shares37.5K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

-17.84%

Shares79.2K

Event2026-03-31

Filed2026-05-15

EQBK

EQUITY BANCSHARES INC

-0.90%

Shares350.0K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

-9.58%

Shares21.4K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

0.05%

Shares113.1K

Event2026-03-31

Filed2026-05-15

ABL

ABACUS GLOBAL MGMT INC

-3.36%

Shares1.8M

Event2026-03-31

Filed2026-05-15

WRB

BERKLEY W R CORP

-0.03%

Shares212.2K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

-7.65%

Shares280.0K

Event2026-03-31

Filed2026-05-15

RGEN

REPLIGEN CORP

0.61%

Shares118.7K

Event2026-03-31

Filed2026-05-15

BWXT

BWX TECHNOLOGIES INC

-3.08%

Shares67.2K

Event2026-03-31

Filed2026-05-15

STIFEL FINL CORP

71.55%

Shares185.2K

Event2026-03-31

Filed2026-05-15

FRST

PRIMIS FINANCIAL CORP

0.01%

Shares1.0M

Event2026-03-31

Filed2026-05-15

ATR

APTARGROUP INC

0.43%

Shares105.3K

Event2026-03-31

Filed2026-05-15

RPM

RPM INTL INC

-2.56%

Shares133.5K

Event2026-03-31

Filed2026-05-15

VISTEON CORP

1.84%

Shares143.2K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

0.11%

Shares138.8K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

3.47%

Shares168.2K

Event2026-03-31

Filed2026-05-15

MKSI

MKS INC.

103.76%

Shares54.3K

Event2026-03-31

Filed2026-05-15

CASY

CASEYS GEN STORES INC

-3.12%

Shares17.0K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-0.36%

Shares37.5K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-5.04%

Shares119.0K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

-2.34%

Shares34.1K

Event2026-03-31

Filed2026-05-15

BP PLC

-1.02%

Shares258.2K

Event2026-03-31

Filed2026-05-15

USFD

US FOODS HLDG CORP

-0.35%

Shares130.4K

Event2026-03-31

Filed2026-05-15

SKT

TANGER INC

59.82%

Shares352.9K

Event2026-03-31

Filed2026-05-15

IHDG

WISDOMTREE TR

-0.38%

Shares247.3K

Event2026-03-31

Filed2026-05-15

SMMD

ISHARES TR

-4.04%

Shares155.6K

Event2026-03-31

Filed2026-05-15

DON

WISDOMTREE TR

3.77%

Shares221.4K

Event2026-03-31

Filed2026-05-15

DOW

DOW HLDGS INC

1.33%

Shares277.4K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

9.10%

Shares35.6K

Event2026-03-31

Filed2026-05-15

ENSG

ENSIGN GROUP INC

0.44%

Shares56.7K

Event2026-03-31

Filed2026-05-15

VBNK

VERSABANK NEW

2.76%

Shares805.1K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

307.80%

Shares54.2K

Event2026-03-31

Filed2026-05-15

MMSI

MERIT MED SYS INC

4.83%

Shares161.1K

Event2026-03-31

Filed2026-05-15

RNST

RENASANT CORP

10.88%

Shares307.3K

Event2026-03-31

Filed2026-05-15

RGLD

ROYAL GOLD INC

-1.34%

Shares43.5K

Event2026-03-31

Filed2026-05-15

SCZ

ISHARES TR

20.78%

Shares138.8K

Event2026-03-31

Filed2026-05-15

NIC

NICOLET BANKSHARES INC

244.56%

Shares72.8K

Event2026-03-31

Filed2026-05-15

CPK

CHESAPEAKE UTILS CORP

-0.70%

Shares84.4K

Event2026-03-31

Filed2026-05-15

DDOG

DATADOG INC

-1.98%

Shares90.5K

Event2026-03-31

Filed2026-05-15

RLY

SSGA ACTIVE ETF TR

4.72%

Shares295.6K

Event2026-03-31

Filed2026-05-15

TXRH

TEXAS ROADHOUSE INC

3.36%

Shares64.7K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

10.64%

Shares60.7K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

-14.52%

Shares74.6K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

-12.14%

Shares111.5K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

-9.16%

Shares84.9K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-3.24%

Shares127.0K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

-23.54%

Shares30.6K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-2.44%

Shares128.7K

Event2026-03-31

Filed2026-05-15

QTWO

Q2 HLDGS INC

49.01%

Shares210.8K

Event2026-03-31

Filed2026-05-15

MDB

MONGODB INC

2.87%

Shares40.0K

Event2026-03-31

Filed2026-05-15

USCB

USCB FINANCIAL HOLDINGS INC

17.49%

Shares527.1K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

-16.34%

Shares37.0K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-9.41%

Shares62.1K

Event2026-03-31

Filed2026-05-15

DVN

DEVON ENERGY CORP NEW

-1.05%

Shares188.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-1.07%

Shares32.9K

Event2026-03-31

Filed2026-05-15

FHN

FIRST HORIZON CORPORATION

-9.44%

Shares412.2K

Event2026-03-31

Filed2026-05-15

CLOI

VANECK ETF TRUST

3.26%

Shares174.3K

Event2026-03-31

Filed2026-05-15

IBP

INSTALLED BLDG PRODS INC

0.16%

Shares34.5K

Event2026-03-31

Filed2026-05-15

PSTG

EVERPURE INC

-5.86%

Shares152.3K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

-10.33%

Shares30.3K

Event2026-03-31

Filed2026-05-15

TOTL

SSGA ACTIVE ETF TR

-4.11%

Shares223.9K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

9.95%

Shares55.6K

Event2026-03-31

Filed2026-05-15

FANG

DIAMONDBACK ENERGY INC

-11.66%

Shares42.4K

Event2026-03-31

Filed2026-05-15

OBK

ORIGIN BANCORP INC

0.13%

Shares201.2K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

-2.43%

Shares286.5K

Event2026-03-31

Filed2026-05-15

AAON

AAON INC

2.08%

Shares100.7K

Event2026-03-31

Filed2026-05-15

BLFS

BIOLIFE SOLUTIONS INC

0.58%

Shares426.0K

Event2026-03-31

Filed2026-05-15

DES

WISDOMTREE TR

3.37%

Shares222.2K

Event2026-03-31

Filed2026-05-15

BMI

BADGER METER INC

3.97%

Shares52.2K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

26.50%

Shares123.1K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

-2.16%

Shares18.0K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-13.48%

Shares32.6K

Event2026-03-31

Filed2026-05-15

COMMERCIAL BANCGROUP INC

-18.79%

Shares289.6K

Event2026-03-31

Filed2026-05-15

BUD

ANHEUSER BUSCH INBEV SA NV

-7.60%

Shares107.6K

Event2026-03-31

Filed2026-05-15

COSO

COASTALSOUTH BANCSHARES INC

24.44%

Shares303.0K

Event2026-03-31

Filed2026-05-15

GOLF

ACUSHNET HLDGS CORP

New

Shares78.4K

Event2026-03-31

Filed2026-05-15

CAH

CARDINAL HEALTH INC

1.64%

Shares34.6K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

143.34%

Shares57.7K

Event2026-03-31

Filed2026-05-15

COOPER COS INC

-33.58%

Shares101.5K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW

-17.94%

Shares250.4K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

-8.55%

Shares29.0K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

0.69%

Shares108.6K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-19.78%

Shares20.1K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

-38.45%

Shares5.3K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

-0.19%

Shares123.7K

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

-31.47%

Shares45.4K

Event2026-03-31

Filed2026-05-15

CSL

CARLISLE COS INC

200.25%

Shares20.5K

Event2026-03-31

Filed2026-05-15

MUFG

MITSUBISHI UFJ FINANCIAL GRO

29.01%

Shares401.4K

Event2026-03-31

Filed2026-05-15

ZSCALER INC

31.18%

Shares48.4K

Event2026-03-31

Filed2026-05-15

BFST

BUSINESS FIRST BANCSHARES IN

0.00%

Shares250.0K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-1.20%

Shares9.5K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

60.58%

Shares35.1K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

2.23%

Shares66.7K

Event2026-03-31

Filed2026-05-15

ING

ING GROEP N.V.

-30.12%

Shares248.6K

Event2026-03-31

Filed2026-05-15

CIVB

CIVISTA BANCSHARES INC

40.87%

Shares283.3K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

4.66%

Shares37.6K

Event2026-03-31

Filed2026-05-15

DKS

DICKS SPORTING GOODS INC

-8.26%

Shares31.8K

Event2026-03-31

Filed2026-05-15

MTDR

MATADOR RES CO

-2.46%

Shares98.8K

Event2026-03-31

Filed2026-05-15

BCAL

CALIFORNIA BANCORP

42.27%

Shares346.7K

Event2026-03-31

Filed2026-05-15

BCS

BARCLAYS PLC

-14.30%

Shares287.2K

Event2026-03-31

Filed2026-05-15

FBK

FB FINL CORP

-4.17%

Shares115.0K

Event2026-03-31

Filed2026-05-15

OII

OCEANEERING INTL INC

New

Shares166.3K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-27.58%

Shares23.9K

Event2026-03-31

Filed2026-05-15

AVBH

AVIDBANK HLDGS INC

-6.92%

Shares200.0K

Event2026-03-31

Filed2026-05-15

SPYD

SPDR SERIES TRUST

0.00%

Shares124.7K

Event2026-03-31

Filed2026-05-15

DXJ

WISDOMTREE TR

0.31%

Shares35.6K

Event2026-03-31

Filed2026-05-15

ATLASSIAN CORPORATION

109.54%

Shares82.6K

Event2026-03-31

Filed2026-05-15

IWV

ISHARES TR

-1.35%

Shares15.0K

Event2026-03-31

Filed2026-05-15

AMTB

AMERANT BANCORP INC

-16.66%

Shares250.1K

Event2026-03-31

Filed2026-05-15

INVESCO EXCH TRADED FD TR II

-2.87%

Shares75.2K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

-4.65%

Shares54.4K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

1.07%

Shares42.2K

Event2026-03-31

Filed2026-05-15

WCLD

WISDOMTREE TR

428.42%

Shares190.9K

Event2026-03-31

Filed2026-05-15

BBT

BEACON FINANCIAL CORP.

95.13%

Shares170.1K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-4.31%

Shares8.4K

Event2026-03-31

Filed2026-05-15

HUBS

HUBSPOT INC

80.76%

Shares20.6K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

-12.50%

Shares7

Event2026-03-31

Filed2026-05-15

BFAM

BRIGHT HORIZONS FAM SOL IN D

-11.57%

Shares60.9K

Event2026-03-31

Filed2026-05-15

SFNC

SIMMONS FIRST NATL CORP

0.30%

Shares251.8K

Event2026-03-31

Filed2026-05-15

ITT INC

-1.68%

Shares25.6K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

7.30%

Shares33.1K

Event2026-03-31

Filed2026-05-15

MYFW

FIRST WESTN FINL INC

0.00%

Shares197.1K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

-8.15%

Shares81.1K

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES PLC

0.11%

Shares11.5K

Event2026-03-31

Filed2026-05-15

MCHB

MECHANICS BANCORP

-53.78%

Shares318.8K

Event2026-03-31

Filed2026-05-15

MINT

PIMCO ETF TR

-17.81%

Shares46.5K

Event2026-03-31

Filed2026-05-15

SON

SONOCO PRODS CO

22.63%

Shares85.5K

Event2026-03-31

Filed2026-05-15

NTRS

NORTHERN TR CORP

0.58%

Shares32.6K

Event2026-03-31

Filed2026-05-15

BYLINE BANCORP INC

4.30%

Shares144.3K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

-0.08%

Shares7.5K

Event2026-03-31

Filed2026-05-15

ROP

ROPER TECHNOLOGIES INC

3.25%

Shares12.7K

Event2026-03-31

Filed2026-05-15

BANC

BANC OF CALIFORNIA INC

0.01%

Shares253.9K

Event2026-03-31

Filed2026-05-15

FSUN

FIRSTSUN CAP BANCORP

-9.27%

Shares121.3K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

0.54%

Shares22.5K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

36.71%

Shares15.5K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

13.79%

Shares116.0K

Event2026-03-31

Filed2026-05-15

DYNATRACE INC

97.35%

Shares118.2K

Event2026-03-31

Filed2026-05-15

DCI

DONALDSON INC

0.36%

Shares50.8K

Event2026-03-31

Filed2026-05-15

NPB

NORTHPOINTE BANCSHARES INC.

47.92%

Shares245.1K

Event2026-03-31

Filed2026-05-15

OMCL

OMNICELL COM

-0.07%

Shares126.2K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

6.11%

Shares78.6K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-3.04%

Shares13.1K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS I

-0.53%

Shares13.9K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

4.72%

Shares4.0K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-36.12%

Shares41.3K

Event2026-03-31

Filed2026-05-15

SCHZ

SCHWAB STRATEGIC TR

-3.08%

Shares170.5K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

19.69%

Shares17.3K

Event2026-03-31

Filed2026-05-15

FFWM

FIRST FNDTN INC

64.44%

Shares659.4K

Event2026-03-31

Filed2026-05-15

AUB

ATLANTIC UN BANKSHARES CORP

0.00%

Shares106.6K

Event2026-03-31

Filed2026-05-15

FRME

FIRST MERCHANTS CORP

0.01%

Shares98.3K

Event2026-03-31

Filed2026-05-15

CCB

COASTAL FINL CORP WA

66.67%

Shares50.0K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

0.61%

Shares19.5K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

1.83%

Shares64.1K

Event2026-03-31

Filed2026-05-15

MKL

MARKEL GROUP INC

-7.98%

Shares2.0K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

-0.29%

Shares28.6K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

-36.72%

Shares8.3K

Event2026-03-31

Filed2026-05-15

DEERE & CO

-12.08%

Shares6.3K

Event2026-03-31

Filed2026-05-15

EPRT

ESSENTIAL PPTYS RLTY TR INC

0.23%

Shares116.5K

Event2026-03-31

Filed2026-05-15

ABCB

AMERIS BANCORP

0.00%

Shares45.2K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

-89.17%

Shares18.9K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

-1.56%

Shares37.9K

Event2026-03-31

Filed2026-05-15

HEI

HEICO CORP NEW

-1.93%

Shares12.8K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

32.27%

Shares6.1K

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

24.54%

Shares47.7K

Event2026-03-31

Filed2026-05-15

SOUTHSTATE BK CORP

0.02%

Shares37.3K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

-9.51%

Shares88.5K

Event2026-03-31

Filed2026-05-15

STM

STMICROELECTRONICS N V

-14.23%

Shares98.9K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

2.67%

Shares9.5K

Event2026-03-31

Filed2026-05-15

OKE

ONEOK INC NEW

10.80%

Shares37.3K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

10.45%

Shares3.8K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-16.03%

Shares22.8K

Event2026-03-31

Filed2026-05-15

CPRT

COPART INC

21.86%

Shares97.4K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

83.97%

Shares17.6K

Event2026-03-31

Filed2026-05-15

FAST

FASTENAL CO

0.20%

Shares68.6K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

0.28%

Shares52.4K

Event2026-03-31

Filed2026-05-15

FISI

FINANCIAL INSTITUTIONS INC

0.02%

Shares100.0K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

1.84%

Shares15.3K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

-5.45%

Shares106.9K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

-0.48%

Shares22.3K

Event2026-03-31

Filed2026-05-15

PCYO

PURE CYCLE CORP

-11.01%

Shares304.5K

Event2026-03-31

Filed2026-05-15

HEDJ

WISDOMTREE TR

1.19%

Shares58.3K

Event2026-03-31

Filed2026-05-15

PINNACLE FINL PARTNERS INC

New

Shares35.2K

Event2026-03-31

Filed2026-05-15

ROYAL BK CDA

1.57%

Shares18.6K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

-11.72%

Shares2.0K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

3.33%

Shares13.6K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

-2.59%

Shares37.6K

Event2026-03-31

Filed2026-05-15

IWY

ISHARES TR

-0.39%

Shares11.5K

Event2026-03-31

Filed2026-05-15

ODFL

OLD DOMINION FREIGHT LINE IN

-10.60%

Shares14.6K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

-4.23%

Shares19.8K

Event2026-03-31

Filed2026-05-15

CANADIAN PACIFIC KANSAS CITY

0.54%

Shares35.7K

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP

-37.63%

Shares16.3K

Event2026-03-31

Filed2026-05-15

MPLX

MPLX LP

24.89%

Shares49.0K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

2.13%

Shares36.1K

Event2026-03-31

Filed2026-05-15

FISERV INC

5.57%

Shares48.3K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

86.85%

Shares7.8K

Event2026-03-31

Filed2026-05-15

WFC-PL

WELLS FARGO & CO

-8.91%

Shares2.3K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

-36.79%

Shares13.3K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

35.02%

Shares132.1K

Event2026-03-31

Filed2026-05-15

STT

STATE STR CORP

40.26%

Shares20.1K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

1.53%

Shares5.5K

Event2026-03-31

Filed2026-05-15

SHBI

SHORE BANCSHARES INC

0.00%

Shares133.4K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

16.71%

Shares50.7K

Event2026-03-31

Filed2026-05-15

PFS

PROVIDENT FINL SVCS INC

0.00%

Shares115.4K

Event2026-03-31

Filed2026-05-15

STLD

STEEL DYNAMICS INC

-38.24%

Shares13.4K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

-3.34%

Shares49.7K

Event2026-03-31

Filed2026-05-15

CENTRAL BANCOMPANY

-42.52%

Shares100.5K

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYS USA INC

2.07%

Shares1.7K

Event2026-03-31

Filed2026-05-15

FTEC

FIDELITY COVINGTON TRUST

-16.23%

Shares11.4K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

-11.30%

Shares16.3K

Event2026-03-31

Filed2026-05-15

CRSP

CRISPR THERAPEUTICS AG

-1.75%

Shares49.7K

Event2026-03-31

Filed2026-05-15

ATI

ATI INC

0.11%

Shares16.1K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

0.73%

Shares25.4K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

-86.32%

Shares2.4K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

-0.38%

Shares9.4K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

25.56%

Shares15.6K

Event2026-03-31

Filed2026-05-15

RELIANCE INC

0.32%

Shares7.4K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

101.27%

Shares24.8K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

24.80%

Shares10.6K

Event2026-03-31

Filed2026-05-15

IYG

ISHARES TR

1051.86%

Shares26.6K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

7.22%

Shares56.9K

Event2026-03-31

Filed2026-05-15

NVR

NVR INC

-0.30%

Shares331

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

5.95%

Shares8.0K

Event2026-03-31

Filed2026-05-15

CARE

CARTER BANKSHARES INC

0.00%

Shares93.3K

Event2026-03-31

Filed2026-05-15

TRMB

TRIMBLE INC

-4.14%

Shares33.2K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

-3.29%

Shares18.9K

Event2026-03-31

Filed2026-05-15

BWB

BRIDGEWATER BANCSHARES INC

0.00%

Shares120.0K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

6.30%

Shares16.2K

Event2026-03-31

Filed2026-05-15

TECH

BIO-TECHNE CORP

-16.06%

Shares40.3K

Event2026-03-31

Filed2026-05-15

BSVO

EA SERIES TRUST

0.00%

Shares82.4K

Event2026-03-31

Filed2026-05-15

OSBC

OLD SECOND BANCORP INC DEL

0.00%

Shares100.5K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

7.05%

Shares6.7K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

-10.64%

Shares22.0K

Event2026-03-31

Filed2026-05-15

AVY

AVERY DENNISON CORP

-43.40%

Shares11.7K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

-1.18%

Shares5.6K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

-1.38%

Shares71.3K

Event2026-03-31

Filed2026-05-15

HTB

HOMETRUST BANCSHARES INC

0.00%

Shares46.8K

Event2026-03-31

Filed2026-05-15

WBS

WEBSTER FINL CORP

-47.17%

Shares28.6K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

11.12%

Shares3.7K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

1.52%

Shares20.4K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

3.19%

Shares5.7K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

-0.94%

Shares6.8K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

-9.00%

Shares12.6K

Event2026-03-31

Filed2026-05-15

MCHP

MICROCHIP TECHNOLOGY INC.

12.97%

Shares29.4K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

0.93%

Shares14.3K

Event2026-03-31

Filed2026-05-15

IWX

ISHARES TR

0.02%

Shares20.4K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

0.84%

Shares75.1K

Event2026-03-31

Filed2026-05-15

EIX

EDISON INTL

30.56%

Shares25.8K

Event2026-03-31

Filed2026-05-15

BROOKFIELD CORP

4.03%

Shares46.5K

Event2026-03-31

Filed2026-05-15

FTI

TECHNIPFMC PLC

19.84%

Shares26.8K

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

1.32%

Shares35.1K

Event2026-03-31

Filed2026-05-15

VKTX

VIKING THERAPEUTICS INC

2.93%

Shares56.4K

Event2026-03-31

Filed2026-05-15

WDC

WESTERN DIGITAL CORP

-6.40%

Shares6.8K

Event2026-03-31

Filed2026-05-15

MTB

M & T BK CORP

-90.97%

Shares8.9K

Event2026-03-31

Filed2026-05-15

PRU

PRUDENTIAL FINL INC

-9.09%

Shares18.5K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

-36.67%

Shares9.8K

Event2026-03-31

Filed2026-05-15

PCG

PG&E CORP

-4.04%

Shares101.6K

Event2026-03-31

Filed2026-05-15

BAC-PL

BANK AMERICA CORP

-6.25%

Shares1.5K

Event2026-03-31

Filed2026-05-15

IRMD

IRADIMED CORP

New

Shares18.5K

Event2026-03-31

Filed2026-05-15

CEFA

GLOBAL X FDS

12.19%

Shares48.1K

Event2026-03-31

Filed2026-05-15

PAA

PLAINS ALL AMERN PIPELINE L

25.67%

Shares78.3K

Event2026-03-31

Filed2026-05-15

HACK

AMPLIFY ETF TR

0.13%

Shares23.2K

Event2026-03-31

Filed2026-05-15

PFF

ISHARES TR

-14.19%

Shares57.3K

Event2026-03-31

Filed2026-05-15

AMP

AMERIPRISE FINL INC

-10.66%

Shares3.8K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

-0.00%

Shares33.6K

Event2026-03-31

Filed2026-05-15

FROG

JFROG LTD

1.67%

Shares35.3K

Event2026-03-31

Filed2026-05-15

MIR

MIRION TECHNOLOGIES INC

New

Shares88.4K

Event2026-03-31

Filed2026-05-15

GBTC

GRAYSCALE BITCOIN TRUST ETF

-0.14%

Shares31.1K

Event2026-03-31

Filed2026-05-15

SLQD

ISHARES TR

-0.37%

Shares32.5K

Event2026-03-31

Filed2026-05-15

WEC ENERGY GROUP INC

-4.87%

Shares14.1K

Event2026-03-31

Filed2026-05-15

CATH

GLOBAL X FDS

0.00%

Shares20.5K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-0.08%

Shares12.4K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

-3.16%

Shares6.9K

Event2026-03-31

Filed2026-05-15

CINF

CINCINNATI FINL CORP

0.58%

Shares9.9K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

1.78%

Shares9.9K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-1.98%

Shares1.8K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

-22.49%

Shares15.5K

Event2026-03-31

Filed2026-05-15

PTC

PTC INC

-25.84%

Shares10.8K

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

0.19%

Shares24.5K

Event2026-03-31

Filed2026-05-15

ABNB

AIRBNB INC

0.81%

Shares12.1K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

-62.14%

Shares6.2K

Event2026-03-31

Filed2026-05-15

GVI

ISHARES TR

333.43%

Shares14.2K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

0.44%

Shares21.3K

Event2026-03-31

Filed2026-05-15

ROK

ROCKWELL AUTOMATION INC

12.07%

Shares4.2K

Event2026-03-31

Filed2026-05-15

XAR

SPDR SERIES TRUST

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP

4.56%

Shares13.7K

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

1.56%

Shares13.3K

Event2026-03-31

Filed2026-05-15

NDAQ

NASDAQ INC

-0.24%

Shares16.9K

Event2026-03-31

Filed2026-05-15

VMI

VALMONT INDS INC

-0.06%

Shares3.6K

Event2026-03-31

Filed2026-05-15

GNMA

ISHARES TR

18.92%

Shares32.1K

Event2026-03-31

Filed2026-05-15

MSI

MOTOROLA SOLUTIONS INC

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

VCYT

VERACYTE INC

0.38%

Shares44.1K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICALS

-1.09%

Shares1.8K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

1.36%

Shares13.4K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

-1.39%

Shares12.3K

Event2026-03-31

Filed2026-05-15

IYW

ISHARES TR

4.75%

Shares7.7K

Event2026-03-31

Filed2026-05-15

RJF

RAYMOND JAMES FINL INC

0.59%

Shares9.6K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

15.88%

Shares9.2K

Event2026-03-31

Filed2026-05-15

AIVL

WISDOMTREE TR

-4.20%

Shares11.6K

Event2026-03-31

Filed2026-05-15

MBWM

MERCANTILE BK CORP

New

Shares26.7K

Event2026-03-31

Filed2026-05-15

LDUR

PIMCO ETF TR

9.55%

Shares14.0K

Event2026-03-31

Filed2026-05-15

IWS

ISHARES TR

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-15

CWB

SPDR SERIES TRUST

0.00%

Shares14.3K

Event2026-03-31

Filed2026-05-15

PODD

INSULET CORP

43.48%

Shares6.2K

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

7.52%

Shares25.7K

Event2026-03-31

Filed2026-05-15

KMX

CARMAX INC

0.33%

Shares31.2K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

39.96%

Shares11.2K

Event2026-03-31

Filed2026-05-15

MPB

MID PENN BANCORP INC

2.68%

Shares39.8K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

6.03%

Shares13.0K

Event2026-03-31

Filed2026-05-15

CFG

CITIZENS FINL GROUP INC

-0.13%

Shares21.2K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

7.05%

Shares4.3K

Event2026-03-31

Filed2026-05-15

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

-5.17%

Shares5.8K

Event2026-03-31

Filed2026-05-15

TRGP

TARGA RES CORP

1.61%

Shares4.9K

Event2026-03-31

Filed2026-05-15

NOBL

PROSHARES TR

-23.59%

Shares11.5K

Event2026-03-31

Filed2026-05-15

AT&T INC

1.72%

Shares42.0K

Event2026-03-31

Filed2026-05-15

INGERSOLL RAND INC

0.57%

Shares15.2K

Event2026-03-31

Filed2026-05-15

CNC

CENTENE CORP DEL

-18.19%

Shares35.8K

Event2026-03-31

Filed2026-05-15

TTC

TORO CO

14.49%

Shares12.4K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

42.05%

Shares3.4K

Event2026-03-31

Filed2026-05-15

WES

WESTERN MIDSTREAM PARTNERS L

0.00%

Shares27.9K

Event2026-03-31

Filed2026-05-15

RITM

RITHM CAPITAL CORP

-19.58%

Shares120.8K

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

-0.28%

Shares19.4K

Event2026-03-31

Filed2026-05-15

EWJ

ISHARES INC

-20.90%

Shares13.5K

Event2026-03-31

Filed2026-05-15

RIO

RIO TINTO PLC

-55.78%

Shares12.2K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

2.39%

Shares21.1K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

-1.40%

Shares10.1K

Event2026-03-31

Filed2026-05-15

TER

TERADYNE INC

39.88%

Shares3.7K

Event2026-03-31

Filed2026-05-15

WPC

WP CAREY INC

0.16%

Shares16.1K

Event2026-03-31

Filed2026-05-15

CONSOLIDATED EDISON INC

10.74%

Shares9.6K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

0.76%

Shares12.2K

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP

95.65%

Shares4.0K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

10.56%

Shares5.1K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

-10.43%

Shares7.9K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

-30.65%

Shares8.6K

Event2026-03-31

Filed2026-05-15

JBHT

HUNT J B TRANS SVCS INC

0.24%

Shares5.0K

Event2026-03-31

Filed2026-05-15

TPL

TEXAS PACIFIC LAND CORPORATI

0.59%

Shares2.2K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

8.16%

Shares14.9K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

-17.59%

Shares13.1K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

-17.96%

Shares13.0K

Event2026-03-31

Filed2026-05-15

SNDK

SANDISK CORP

27.14%

Shares1.6K

Event2026-03-31

Filed2026-05-15

VONV

VANGUARD SCOTTSDALE FDS

11.41%

Shares11.0K

Event2026-03-31

Filed2026-05-15

HIG

HARTFORD INSURANCE GROUP INC

-8.97%

Shares7.5K

Event2026-03-31

Filed2026-05-15

DOV

DOVER CORP

1.65%

Shares4.9K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

0.48%

Shares3.8K

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

86.38%

Shares12.7K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

-12.13%

Shares7.6K

Event2026-03-31

Filed2026-05-15

EXE

EXPAND ENERGY CORPORATION

New

Shares9.1K

Event2026-03-31

Filed2026-05-15

DOLLAR GEN CORP

0.22%

Shares8.3K

Event2026-03-31

Filed2026-05-15

BOEING CO

6.70%

Shares4.9K

Event2026-03-31

Filed2026-05-15

NBTB

NBT BANCORP INC

0.00%

Shares22.8K

Event2026-03-31

Filed2026-05-15

VEEV

VEEVA SYS INC

122.22%

Shares5.5K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

-6.88%

Shares6.6K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

6.71%

Shares18.9K

Event2026-03-31

Filed2026-05-15

TSN

TYSON FOODS INC

-0.27%

Shares14.7K

Event2026-03-31

Filed2026-05-15

BDX

BECTON DICKINSON & CO

-30.87%

Shares6.0K

Event2026-03-31

Filed2026-05-15

STERIS PLC

-41.50%

Shares4.2K

Event2026-03-31

Filed2026-05-15

NYT

NEW YORK TIMES CO MTN BE

1.89%

Shares11.0K

Event2026-03-31

Filed2026-05-15

SEI

SOLARIS ENERGY INFRAS INC

1.22%

Shares16.1K

Event2026-03-31

Filed2026-05-15

VIK

VIKING HOLDINGS LTD

0.32%

Shares12.4K

Event2026-03-31

Filed2026-05-15

CARR

CARRIER GLOBAL CORPORATION

47.06%

Shares16.1K

Event2026-03-31

Filed2026-05-15

AHCO

ADAPTHEALTH CORP

New

Shares75.5K

Event2026-03-31

Filed2026-05-15

HAS

HASBRO INC

0.55%

Shares9.6K

Event2026-03-31

Filed2026-05-15

JACOBS SOLUTIONS INC

-35.02%

Shares7.0K

Event2026-03-31

Filed2026-05-15

LEN

LENNAR CORP

77.04%

Shares10.3K

Event2026-03-31

Filed2026-05-15

ETV

EATON VANCE TAX-MANAGED BUY-

-7.52%

Shares65.0K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

0.60%

Shares9.6K

Event2026-03-31

Filed2026-05-15

BTI

BRITISH AMERN TOB PLC

-43.47%

Shares15.1K

Event2026-03-31

Filed2026-05-15

JLL

JONES LANG LASALLE INC

-3.26%

Shares2.9K

Event2026-03-31

Filed2026-05-15

TXT

TEXTRON INC

10.36%

Shares9.9K

Event2026-03-31

Filed2026-05-15

KBE

SPDR SERIES TRUST

0.00%

Shares14.6K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

-16.27%

Shares2.6K

Event2026-03-31

Filed2026-05-15

CBRE

CBRE GROUP INC

-15.04%

Shares6.4K

Event2026-03-31

Filed2026-05-15

FITB

FIFTH THIRD BANCORP

7.20%

Shares18.5K

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC

7.72%

Shares14.9K

Event2026-03-31

Filed2026-05-15

CQP

CHENIERE ENERGY PARTNERS L P

5.63%

Shares13.2K

Event2026-03-31

Filed2026-05-15

CMG

CHIPOTLE MEXICAN GRILL INC

5.66%

Shares26.5K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

9.45%

Shares6.2K

Event2026-03-31

Filed2026-05-15

VLTO

VERALTO CORP

-31.65%

Shares9.4K

Event2026-03-31

Filed2026-05-15

BROADRIDGE FINL SOLUTIONS IN

205.08%

Shares5.1K

Event2026-03-31

Filed2026-05-15

VTR

VENTAS INC

1.40%

Shares10.0K

Event2026-03-31

Filed2026-05-15

KKR & CO INC

New

Shares8.9K

Event2026-03-31

Filed2026-05-15

DAL

DELTA AIR LINES INC

-2.04%

Shares12.4K

Event2026-03-31

Filed2026-05-15

AVUS

AMERICAN CENTY ETF TR

0.15%

Shares7.4K

Event2026-03-31

Filed2026-05-15

ALPS ETF TR

-0.32%

Shares15.6K

Event2026-03-31

Filed2026-05-15

ILMN

ILLUMINA INC

-22.28%

Shares6.7K

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB STRATEGIC TR

133.71%

Shares16.8K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

0.21%

Shares11.6K

Event2026-03-31

Filed2026-05-15

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares13.9K

Event2026-03-31

Filed2026-05-15

MOH

MOLINA HEALTHCARE INC

New

Shares6.1K

Event2026-03-31

Filed2026-05-15

KEYS

KEYSIGHT TECHNOLOGIES INC

-3.19%

Shares2.9K

Event2026-03-31

Filed2026-05-15

LULU

LULULEMON ATHLETICA INC

New

Shares5.3K

Event2026-03-31

Filed2026-05-15

EFC

ELLINGTON FINANCIAL INC

-0.14%

Shares68.4K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

32.16%

Shares4.2K

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP

15.52%

Shares17.3K

Event2026-03-31

Filed2026-05-15

CRVL

CORVEL CORP

0.19%

Shares14.5K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

-27.73%

Shares17.9K

Event2026-03-31

Filed2026-05-15

MKTX

MARKETAXESS HLDGS INC

58.53%

Shares4.7K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

60.33%

Shares3.1K

Event2026-03-31

Filed2026-05-15

HESM

HESS MIDSTREAM LP

0.00%

Shares19.6K

Event2026-03-31

Filed2026-05-15

FTNT

FORTINET INC

36.32%

Shares9.2K

Event2026-03-31

Filed2026-05-15

LII

LENNOX INTL INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

96.12%

Shares10.2K

Event2026-03-31

Filed2026-05-15

BMRN

BIOMARIN PHARMACEUTICAL INC

-4.99%

Shares13.2K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

3.51%

Shares2.3K

Event2026-03-31

Filed2026-05-15

KEY

KEYCORP

1.74%

Shares37.1K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T1.2K shares0.00%2026-03-312026-05-15

SPY Call

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

TMO Put PutTHERMO FISHER SCIENTIFIC INC11.0K sharesnew addition2026-03-312026-05-15

AAPL Put PutAPPLE INC10.8K shares92.86%2026-03-312026-05-15

NTRS Put PutNORTHERN TR CORP10.0K shares0.00%2026-03-312026-05-15

SPY Put PutSTATE STR SPDR S&P 500 ETF T1.6K shares0.00%2026-03-312026-05-15

ALPHABET INC Put PutALPHABET INC3.4K shares36.00%2026-03-312026-05-15

TSLA Put PutTESLA INC2.2K sharesnew addition2026-03-312026-05-15

INVESCO QQQ TR Put PutINVESCO QQQ TR1.3K shares-7.14%2026-03-312026-05-15

CRM Put PutSALESFORCE INC3.1K shares244.44%2026-03-312026-05-15

IBM Put PutINTERNATIONAL BUSINESS MACHS1.0K shares0.00%2026-03-312026-05-15

TMO Put

THERMO FISHER SCIENTIFIC INC

New

Shares11.0K

Event2026-03-31

Filed2026-05-15

AAPL Put

APPLE INC

92.86%

Shares10.8K

Event2026-03-31

Filed2026-05-15

NTRS Put

NORTHERN TR CORP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

SPY Put

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

ALPHABET INC Put

ALPHABET INC

36.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

TSLA Put

TESLA INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR Put

INVESCO QQQ TR

-7.14%

Shares1.3K

Event2026-03-31

Filed2026-05-15

CRM Put

SALESFORCE INC

244.44%

Shares3.1K

Event2026-03-31

Filed2026-05-15

IBM Put

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15