Sponsored

The Analysis of DAVIDSON INVESTMENT ADVISORS's Holdings & P&L

Currently, DAVIDSON INVESTMENT ADVISORS holds 123 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in IXUS (+2.1M shares, valued at $202.2M), H (+284.1K shares, valued at $55.1M), NVDA (+168.7K shares, valued at $33.8M); decreased their positions in IDEV (-1.5M shares, valued at $137.7M), GOOG (-140.1K shares, valued at $49.5M), VB (-146.1K shares, valued at $44.3M); initiated new positions in H (+284.1K shares, valued at $55.1M), PANW (+79.0K shares, valued at $26.9M), N/A (+152.4K shares, valued at $23.0M).

1M P&L

+67.1M+3.35%

3M P&L

+46.0M+2.27%

HY P&L

+162.3M+8.50%

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/A389.4M

19.4%

2Semiconductors228.9M

11.4%

3Internet Content & Information119.2M

5.9%

Top Industries by Stock Count

1N/A27 stocks

27.8%

2Semiconductors5 stocks

5.2%

3Drug Manufacturers - General4 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IXUS ISHARES TR2.1M shares51373.54%2026-06-302026-07-21

GOOG ALPHABET INC332.3K shares-29.65%2026-06-302026-07-21

AMZN AMAZON COM INC447.8K shares7.63%2026-06-302026-07-21

AAPL APPLE INC341.6K shares-5.84%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR200.1K shares10.53%2026-06-302026-07-21

MSFT MICROSOFT CORP242.8K shares12.64%2026-06-302026-07-21

NVDA NVIDIA CORP389.0K shares76.59%2026-06-302026-07-21

H HYATT HOTELS CORP284.1K sharesnew addition2026-06-302026-07-21

Sponsored

META PLATFORMS INC META PLATFORMS INC89.1K shares191.82%2026-06-302026-07-21

BROADCOM INC BROADCOM INC128.6K shares-8.19%2026-06-302026-07-21

ETN EATON CORPORATION113.1K shares38.55%2026-06-302026-07-21

C CITIGROUP INC300.6K shares-32.89%2026-06-302026-07-21

VFMO VANGUARD U.S156.3K shares22.78%2026-06-302026-07-21

SRE SEMPRA414.8K shares-4.26%2026-06-302026-07-21

LABCORP HOLDINGS INC LABCORP HOLDINGS INC132.9K shares-16.30%2026-06-302026-07-21

AGNC INVT CORP AGNC INVT CORP3.4M shares-1.67%2026-06-302026-07-21

Sponsored

VISA INC VISA INC102.1K shares14.24%2026-06-302026-07-21

CISCO SYSTEMS INC CISCO SYSTEMS INC296.4K shares-22.26%2026-06-302026-07-21

ADI ANALOG DEVICES INC83.4K shares-7.77%2026-06-302026-07-21

ANET ARISTA NETWORKS IN188.5K shares-36.51%2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION163.9K shares-55.53%2026-06-302026-07-21

EUSA ISHARES MSCI USA251.5K shares31.04%2026-06-302026-07-21

MEDTRONIC PLC MEDTRONIC PLC348.7K shares-6.53%2026-06-302026-07-21

PANW PALO ALTO NETWORKS79.0K sharesnew addition2026-06-302026-07-21

Sponsored

CI THE CIGNA GROUP95.3K shares46.25%2026-06-302026-07-21

CVS CVS HEALTH CORP244.5K shares22.99%2026-06-302026-07-21

CPT CAMDEN PPTY TR218.9K shares35.91%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP24.7K shares-52.18%2026-06-302026-07-21

PGR PROGRESSIVE CORP112.9K shares32.96%2026-06-302026-07-21

WMT WALMART INC214.1K shares-61.15%2026-06-302026-07-21

VRTX VERTEX PHARMA48.7K shares-22.54%2026-06-302026-07-21

FEDEX FGHT HLDG CO FEDEX FGHT HLDG CO152.4K sharesnew addition2026-06-302026-07-21

Sponsored

BA BOEING CO102.3K shares16.91%2026-06-302026-07-21

QCOM QUALCOMM INC119.3K shares78.41%2026-06-302026-07-21

SARO STANDARDAERO INC731.5K sharesnew addition2026-06-302026-07-21

BAC BANK OF AMERICA CORP383.2K shares-4.52%2026-06-302026-07-21

SCHW SCHWAB CHARLES CORP234.9K shares-3.81%2026-06-302026-07-21

HD HOME DEPOT INC61.1K shares-7.36%2026-06-302026-07-21

GIL GILDAN ACTIVEWEAR415.3K shares-7.31%2026-06-302026-07-21

CVX CHEVRON CORP125.8K shares-41.44%2026-06-302026-07-21

Sponsored

VTEB VANGUARD MUN BD FD411.7K shares18.70%2026-06-302026-07-21

PM PHILIP MORRIS INTL115.0K shares16.40%2026-06-302026-07-21

EOG EOG RESOURCES INC159.2K shares-6.47%2026-06-302026-07-21

ASTRAZENECA PLC ASTRAZENECA PLC108.7K sharesnew addition2026-06-302026-07-21

CORTEVA INC CORTEVA INC230.0K shares-6.81%2026-06-302026-07-21

ITM VANECK ETF TR410.9K shares17.51%2026-06-302026-07-21

TMO THERMO FISHER SCI38.4K sharesnew addition2026-06-302026-07-21

OTIS OTIS WORLDWIDE CORP262.6K shares48.31%2026-06-302026-07-21

Sponsored

FIBK FIRST INTST BANCSYS478.9K shares19.01%2026-06-302026-07-21

DT DYNATRACE HOLDINGS417.4K shares-3.97%2026-06-302026-07-21

NETFLIX INC NETFLIX INC249.7K shares679.80%2026-06-302026-07-21

TRNO TERRENO RLTY CORP275.1K shares-0.90%2026-06-302026-07-21

EXC EXELON CORP366.5K shares-6.31%2026-06-302026-07-21

TRMB TRIMBLE INC331.6K shares29.78%2026-06-302026-07-21

MTUM ISHARES TR49.0K sharesnew addition2026-06-302026-07-21

ELAN ELANCO ANIMAL HEALTH668.6K shares-26.19%2026-06-302026-07-21

Sponsored

CP CANADIAN PACIFIC KC188.2K sharesnew addition2026-06-302026-07-21

CONSTELLATION BRANDS CONSTELLATION BRANDS115.6K shares26.43%2026-06-302026-07-21

BMY BRISTOL MYERS SQUIBB277.2K shares-7.71%2026-06-302026-07-21

TMUS T-MOBILE US INC91.8K shares-6.95%2026-06-302026-07-21

LOW LOWES CO68.6K shares89.10%2026-06-302026-07-21

ICE INTER CONTINENTAL EX118.8K shares27.88%2026-06-302026-07-21

GBCI GLACIER BANCORP INC283.0K sharesnew addition2026-06-302026-07-21

PFE PFIZER INC570.3K shares38.93%2026-06-302026-07-21

Sponsored

CMCSA COMCAST CORP546.5K shares64.02%2026-06-302026-07-21

EQT EQT CORP250.0K sharesnew addition2026-06-302026-07-21

LIN LINDE PLC24.8K sharesnew addition2026-06-302026-07-21

CRM SALESFORCE INC80.0K shares-6.14%2026-06-302026-07-21

HONEYWELL INTL INC HONEYWELL INTL INC53.8K sharesnew addition2026-06-302026-07-21

HONEYWELL AEROSPACE HONEYWELL AEROSPACE53.4K sharesnew addition2026-06-302026-07-21

FUL FULLER H B CO199.4K shares-6.00%2026-06-302026-07-21

DGRO ISHARES TR151.1K shares24.33%2026-06-302026-07-21

Sponsored

WAFD WAFD INC282.8K shares-7.04%2026-06-302026-07-21

IFNNY INFINEON TECH AG114.1K sharesnew addition2026-06-302026-07-21

JMST JPMORGAN209.4K shares23.89%2026-06-302026-07-21

INTU INTUIT37.9K shares-11.94%2026-06-302026-07-21

FANG DIAMONDBACK ENERGY55.6K shares-2.67%2026-06-302026-07-21

ITOT ISHARES TRUST CORE49.5K shares-2.67%2026-06-302026-07-21

ZOETIS INC ZOETIS INC111.9K sharesnew addition2026-06-302026-07-21

BRBR BELLRING BRANDS INC610.9K sharesnew addition2026-06-302026-07-21

Sponsored

EXE EXPAND ENERGY CORP75.6K sharesnew addition2026-06-302026-07-21

VB VANGUARD INDEX TR20.1K shares-87.91%2026-06-302026-07-21

MUB ISHARES TR48.4K shares-14.53%2026-06-302026-07-21

SHM SPDR SER TR43.4K shares-39.73%2026-06-302026-07-21

GOOGL ALPHABET INC5.1K shares10.35%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON7.0K shares-93.96%2026-06-302026-07-21

VANGUARD INDEX TR VANGUARD INDEX TR4.1K shares-13.27%2026-06-302026-07-21

CMF ISHARES TR25.7K shares70.94%2026-06-302026-07-21

Sponsored

CAT CATERPILLAR INC1.4K shares16.04%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.1K shares1.30%2026-06-302026-07-21

COSTCO WHSL CORP COSTCO WHSL CORP1.3K shares65.79%2026-06-302026-07-21

VTHR VANGUARD SCOTTSDAL3.1K sharesnew addition2026-06-302026-07-21

FDX FEDEX CORP2.7K shares-96.84%2026-06-302026-07-21

ABBVIE INC ABBVIE INC3.4K sharesnew addition2026-06-302026-07-21

IJH ISHARES TRUST9.7K shares-43.18%2026-06-302026-07-21

MS MORGAN STANLEY3.4K shares0.00%2026-06-302026-07-21

Sponsored

SOUTHERN CO SOUTHERN CO7.3K shares-95.74%2026-06-302026-07-21

IDEV ISHARES TR7.1K shares-99.54%2026-06-302026-07-21

VOO VANGUARD INDEX FDS898 shares-2.92%2026-06-302026-07-21

IUSB ISHARES TR12.2K shares49.18%2026-06-302026-07-21

CMI CUMMINS INC780 sharesnew addition2026-06-302026-07-21

IWV ISHARES1.1K shares16.67%2026-06-302026-07-21

VXUS VANGUARD STAR FUND4.8K sharesnew addition2026-06-302026-07-21

SYK STRYKER CORP1.3K shares-4.35%2026-06-302026-07-21

Sponsored

LRCX LAM RESEARCH CORPORA924 sharesnew addition2026-06-302026-07-21

IJR ISHARES TR2.6K shares-21.28%2026-06-302026-07-21

DE DEERE & CO596 shares17.79%2026-06-302026-07-21

TSLA TESLA INC890 shares-18.20%2026-06-302026-07-21

APOLLO GLOBAL MGMT APOLLO GLOBAL MGMT3.0K shares-6.56%2026-06-302026-07-21

MGK VANGUARD WORLD FD3.9K shares358.82%2026-06-302026-07-21

MGC VANGUARD WORLD FD1.2K shares10.36%2026-06-302026-07-21

GLD SPDR GOLD TR870 shares-55.27%2026-06-302026-07-21

Sponsored

BSV VANGUARD BD INDEX FD4.0K sharesnew addition2026-06-302026-07-21

SLAB SILICON LABS INC1.3K shares-99.07%2026-06-302026-07-21

ABT ABBOTT LABS3.1K shares1.85%2026-06-302026-07-21

LLY LILLY ELI & CO232 sharesnew addition2026-06-302026-07-21

STATE ST SPDR S&P500 STATE ST SPDR S&P500349 shares-19.59%2026-06-302026-07-21

ORACLE CORP ORACLE CORP1.7K shares-5.43%2026-06-302026-07-21

NYF ISHARES TR4.4K shares-15.32%2026-06-302026-07-21

EQIX EQUINIX INC223 shares-13.57%2026-06-302026-07-21

Sponsored

BRK.B BERKSHIRE HATHAWAY454 shares0.00%2026-06-302026-07-21

NEXTERA ENERGY INC NEXTERA ENERGY INC2.6K sharesnew addition2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP1.6K sharesnew addition2026-06-302026-07-21

IXUS

ISHARES TR

51373.54%

Shares2.1M

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

-29.65%

Shares332.3K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

7.63%

Shares447.8K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

-5.84%

Shares341.6K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR

10.53%

Shares200.1K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

12.64%

Shares242.8K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORP

76.59%

Shares389.0K

Event2026-06-30

Filed2026-07-21

HYATT HOTELS CORP

New

Shares284.1K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

191.82%

Shares89.1K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

-8.19%

Shares128.6K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORPORATION

38.55%

Shares113.1K

Event2026-06-30

Filed2026-07-21

CITIGROUP INC

-32.89%

Shares300.6K

Event2026-06-30

Filed2026-07-21

VFMO

VANGUARD U.S

22.78%

Shares156.3K

Event2026-06-30

Filed2026-07-21

SRE

SEMPRA

-4.26%

Shares414.8K

Event2026-06-30

Filed2026-07-21

LABCORP HOLDINGS INC

-16.30%

Shares132.9K

Event2026-06-30

Filed2026-07-21

AGNC INVT CORP

-1.67%

Shares3.4M

Event2026-06-30

Filed2026-07-21

VISA INC

14.24%

Shares102.1K

Event2026-06-30

Filed2026-07-21

CISCO SYSTEMS INC

-22.26%

Shares296.4K

Event2026-06-30

Filed2026-07-21

ADI

ANALOG DEVICES INC

-7.77%

Shares83.4K

Event2026-06-30

Filed2026-07-21

ANET

ARISTA NETWORKS IN

-36.51%

Shares188.5K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

-55.53%

Shares163.9K

Event2026-06-30

Filed2026-07-21

EUSA

ISHARES MSCI USA

31.04%

Shares251.5K

Event2026-06-30

Filed2026-07-21

MEDTRONIC PLC

-6.53%

Shares348.7K

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO NETWORKS

New

Shares79.0K

Event2026-06-30

Filed2026-07-21

THE CIGNA GROUP

46.25%

Shares95.3K

Event2026-06-30

Filed2026-07-21

CVS

CVS HEALTH CORP

22.99%

Shares244.5K

Event2026-06-30

Filed2026-07-21

CPT

CAMDEN PPTY TR

35.91%

Shares218.9K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP

-52.18%

Shares24.7K

Event2026-06-30

Filed2026-07-21

PGR

PROGRESSIVE CORP

32.96%

Shares112.9K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

-61.15%

Shares214.1K

Event2026-06-30

Filed2026-07-21

VRTX

VERTEX PHARMA

-22.54%

Shares48.7K

Event2026-06-30

Filed2026-07-21

FEDEX FGHT HLDG CO

New

Shares152.4K

Event2026-06-30

Filed2026-07-21

BOEING CO

16.91%

Shares102.3K

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

78.41%

Shares119.3K

Event2026-06-30

Filed2026-07-21

SARO

STANDARDAERO INC

New

Shares731.5K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMERICA CORP

-4.52%

Shares383.2K

Event2026-06-30

Filed2026-07-21

SCHW

SCHWAB CHARLES CORP

-3.81%

Shares234.9K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

-7.36%

Shares61.1K

Event2026-06-30

Filed2026-07-21

GIL

GILDAN ACTIVEWEAR

-7.31%

Shares415.3K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORP

-41.44%

Shares125.8K

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD MUN BD FD

18.70%

Shares411.7K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL

16.40%

Shares115.0K

Event2026-06-30

Filed2026-07-21

EOG

EOG RESOURCES INC

-6.47%

Shares159.2K

Event2026-06-30

Filed2026-07-21

ASTRAZENECA PLC

New

Shares108.7K

Event2026-06-30

Filed2026-07-21

CORTEVA INC

-6.81%

Shares230.0K

Event2026-06-30

Filed2026-07-21

ITM

VANECK ETF TR

17.51%

Shares410.9K

Event2026-06-30

Filed2026-07-21

TMO

THERMO FISHER SCI

New

Shares38.4K

Event2026-06-30

Filed2026-07-21

OTIS

OTIS WORLDWIDE CORP

48.31%

Shares262.6K

Event2026-06-30

Filed2026-07-21

FIBK

FIRST INTST BANCSYS

19.01%

Shares478.9K

Event2026-06-30

Filed2026-07-21

DYNATRACE HOLDINGS

-3.97%

Shares417.4K

Event2026-06-30

Filed2026-07-21

NETFLIX INC

679.80%

Shares249.7K

Event2026-06-30

Filed2026-07-21

TRNO

TERRENO RLTY CORP

-0.90%

Shares275.1K

Event2026-06-30

Filed2026-07-21

EXC

EXELON CORP

-6.31%

Shares366.5K

Event2026-06-30

Filed2026-07-21

TRMB

TRIMBLE INC

29.78%

Shares331.6K

Event2026-06-30

Filed2026-07-21

MTUM

ISHARES TR

New

Shares49.0K

Event2026-06-30

Filed2026-07-21

ELAN

ELANCO ANIMAL HEALTH

-26.19%

Shares668.6K

Event2026-06-30

Filed2026-07-21

CANADIAN PACIFIC KC

New

Shares188.2K

Event2026-06-30

Filed2026-07-21

CONSTELLATION BRANDS

26.43%

Shares115.6K

Event2026-06-30

Filed2026-07-21

BMY

BRISTOL MYERS SQUIBB

-7.71%

Shares277.2K

Event2026-06-30

Filed2026-07-21

TMUS

T-MOBILE US INC

-6.95%

Shares91.8K

Event2026-06-30

Filed2026-07-21

LOW

LOWES CO

89.10%

Shares68.6K

Event2026-06-30

Filed2026-07-21

ICE

INTER CONTINENTAL EX

27.88%

Shares118.8K

Event2026-06-30

Filed2026-07-21

GBCI

GLACIER BANCORP INC

New

Shares283.0K

Event2026-06-30

Filed2026-07-21

PFE

PFIZER INC

38.93%

Shares570.3K

Event2026-06-30

Filed2026-07-21

CMCSA

COMCAST CORP

64.02%

Shares546.5K

Event2026-06-30

Filed2026-07-21

EQT

EQT CORP

New

Shares250.0K

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC

New

Shares24.8K

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE INC

-6.14%

Shares80.0K

Event2026-06-30

Filed2026-07-21

HONEYWELL INTL INC

New

Shares53.8K

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE

New

Shares53.4K

Event2026-06-30

Filed2026-07-21

FUL

FULLER H B CO

-6.00%

Shares199.4K

Event2026-06-30

Filed2026-07-21

DGRO

ISHARES TR

24.33%

Shares151.1K

Event2026-06-30

Filed2026-07-21

WAFD

WAFD INC

-7.04%

Shares282.8K

Event2026-06-30

Filed2026-07-21

IFNNY

INFINEON TECH AG

New

Shares114.1K

Event2026-06-30

Filed2026-07-21

JMST

JPMORGAN

23.89%

Shares209.4K

Event2026-06-30

Filed2026-07-21

INTU

INTUIT

-11.94%

Shares37.9K

Event2026-06-30

Filed2026-07-21

FANG

DIAMONDBACK ENERGY

-2.67%

Shares55.6K

Event2026-06-30

Filed2026-07-21

ITOT

ISHARES TRUST CORE

-2.67%

Shares49.5K

Event2026-06-30

Filed2026-07-21

ZOETIS INC

New

Shares111.9K

Event2026-06-30

Filed2026-07-21

BRBR

BELLRING BRANDS INC

New

Shares610.9K

Event2026-06-30

Filed2026-07-21

EXE

EXPAND ENERGY CORP

New

Shares75.6K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX TR

-87.91%

Shares20.1K

Event2026-06-30

Filed2026-07-21

MUB

ISHARES TR

-14.53%

Shares48.4K

Event2026-06-30

Filed2026-07-21

SHM

SPDR SER TR

-39.73%

Shares43.4K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

10.35%

Shares5.1K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

-93.96%

Shares7.0K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX TR

-13.27%

Shares4.1K

Event2026-06-30

Filed2026-07-21

CMF

ISHARES TR

70.94%

Shares25.7K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

16.04%

Shares1.4K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

1.30%

Shares4.1K

Event2026-06-30

Filed2026-07-21

COSTCO WHSL CORP

65.79%

Shares1.3K

Event2026-06-30

Filed2026-07-21

VTHR

VANGUARD SCOTTSDAL

New

Shares3.1K

Event2026-06-30

Filed2026-07-21

FDX

FEDEX CORP

-96.84%

Shares2.7K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TRUST

-43.18%

Shares9.7K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

-95.74%

Shares7.3K

Event2026-06-30

Filed2026-07-21

IDEV

ISHARES TR

-99.54%

Shares7.1K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

-2.92%

Shares898

Event2026-06-30

Filed2026-07-21

IUSB

ISHARES TR

49.18%

Shares12.2K

Event2026-06-30

Filed2026-07-21

CMI

CUMMINS INC

New

Shares780

Event2026-06-30

Filed2026-07-21

IWV

ISHARES

16.67%

Shares1.1K

Event2026-06-30

Filed2026-07-21

VXUS

VANGUARD STAR FUND

New

Shares4.8K

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORP

-4.35%

Shares1.3K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORPORA

New

Shares924

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

-21.28%

Shares2.6K

Event2026-06-30

Filed2026-07-21

DEERE & CO

17.79%

Shares596

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

-18.20%

Shares890

Event2026-06-30

Filed2026-07-21

APOLLO GLOBAL MGMT

-6.56%

Shares3.0K

Event2026-06-30

Filed2026-07-21

MGK

VANGUARD WORLD FD

358.82%

Shares3.9K

Event2026-06-30

Filed2026-07-21

MGC

VANGUARD WORLD FD

10.36%

Shares1.2K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

-55.27%

Shares870

Event2026-06-30

Filed2026-07-21

BSV

VANGUARD BD INDEX FD

New

Shares4.0K

Event2026-06-30

Filed2026-07-21

SLAB

SILICON LABS INC

-99.07%

Shares1.3K

Event2026-06-30

Filed2026-07-21

ABT

ABBOTT LABS

1.85%

Shares3.1K

Event2026-06-30

Filed2026-07-21

LLY

LILLY ELI & CO

New

Shares232

Event2026-06-30

Filed2026-07-21

STATE ST SPDR S&P500

-19.59%

Shares349

Event2026-06-30

Filed2026-07-21

ORACLE CORP

-5.43%

Shares1.7K

Event2026-06-30

Filed2026-07-21

NYF

ISHARES TR

-15.32%

Shares4.4K

Event2026-06-30

Filed2026-07-21

EQIX

EQUINIX INC

-13.57%

Shares223

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY

0.00%

Shares454

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available