The Analysis of DecisionPoint Financial, LLC's Holdings & P&L


Currently, DecisionPoint Financial, LLC holds 679 types of securities in its portfolio with a total value $463.9M. In the most recent quarter, they have increased their positions in DCOR (+50.4K shares, valued at $3.6M), DFAC (+45.7K shares, valued at $1.8M), SCHI (+51.5K shares, valued at $1.2M); decreased their positions in SGOV (-10.0K shares, valued at $1.0M), HOMB (-5.1K shares, valued at $136.9K), DFAI (-1.6K shares, valued at $63.3K); initiated new positions in DUSB (+1.1K shares, valued at $55.3K), EOSE (+6.9K shares, valued at $34.3K), N/A (+711 shares, valued at $28.3K).


1M P&L
+10.2M+2.10%
3M P&L
+7.2M+1.47%
HY P&L
+41.1M+9.01%

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/A432.3M
93.7%
2Banks - Regional15.9M
3.4%
3Consumer Electronics2.9M
0.6%

Top Industries by Stock Count

1N/A144 stocks
22.7%
2Software - Application29 stocks
4.6%
3Banks - Regional20 stocks
3.2%
Stock Holdings
DFAC
DIMENSIONAL ETF TRUST
1.22%
Shares3.8M
Event2026-03-31
Filed2026-05-06
DFIC
DIMENSIONAL ETF TRUST
2.19%
Shares1.4M
Event2026-03-31
Filed2026-05-06
VCIT
VANGUARD SCOTTSDALE FDS
1.34%
Shares546.9K
Event2026-03-31
Filed2026-05-06
DFAS
DIMENSIONAL ETF TRUST
1.91%
Shares423.6K
Event2026-03-31
Filed2026-05-06
DFCF
DIMENSIONAL ETF TRUST
1.76%
Shares632.4K
Event2026-03-31
Filed2026-05-06
DFAI
DIMENSIONAL ETF TRUST
-0.24%
Shares682.6K
Event2026-03-31
Filed2026-05-06
VNQ
VANGUARD INDEX FDS
3.62%
Shares269.7K
Event2026-03-31
Filed2026-05-06
HOMB
HOME BANCSHARES INC
-0.87%
Shares581.6K
Event2026-03-31
Filed2026-05-06
DFEM
DIMENSIONAL ETF TRUST
1.61%
Shares436.6K
Event2026-03-31
Filed2026-05-06
VCSH
VANGUARD SCOTTSDALE FDS
6.41%
Shares157.0K
Event2026-03-31
Filed2026-05-06
DCOR
DIMENSIONAL ETF TRUST
43.75%
Shares165.5K
Event2026-03-31
Filed2026-05-06
DFAE
DIMENSIONAL ETF TRUST
-0.17%
Shares247.9K
Event2026-03-31
Filed2026-05-06
SLQD
ISHARES TR
2.84%
Shares96.2K
Event2026-03-31
Filed2026-05-06
DFAR
DIMENSIONAL ETF TRUST
3.60%
Shares194.1K
Event2026-03-31
Filed2026-05-06
VTI
VANGUARD INDEX FDS
-0.14%
Shares12.4K
Event2026-03-31
Filed2026-05-06
SCHI
SCHWAB STRATEGIC TR
46.14%
Shares163.2K
Event2026-03-31
Filed2026-05-06
AAPL
APPLE INC
0.11%
Shares11.4K
Event2026-03-31
Filed2026-05-06
VB
VANGUARD INDEX FDS
15.67%
Shares10.2K
Event2026-03-31
Filed2026-05-06
MSFT
MICROSOFT CORP
0.66%
Shares6.5K
Event2026-03-31
Filed2026-05-06
MAR
MARRIOTT INTL INC NEW
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-06
VANGUARD INDEX FDS
VANGUARD INDEX FDS
13.70%
Shares2.5K
Event2026-03-31
Filed2026-05-06
VXUS
VANGUARD STAR FDS
-0.06%
Shares19.1K
Event2026-03-31
Filed2026-05-06
BND
VANGUARD BD INDEX FDS
83.11%
Shares19.0K
Event2026-03-31
Filed2026-05-06
SCHB
SCHWAB STRATEGIC TR
0.00%
Shares33.4K
Event2026-03-31
Filed2026-05-06
AMZN
AMAZON COM INC
0.86%
Shares3.9K
Event2026-03-31
Filed2026-05-06
VEA
VANGUARD TAX-MANAGED FDS
-3.39%
Shares12.4K
Event2026-03-31
Filed2026-05-06
VWO
VANGUARD INTL EQUITY INDEX F
-2.53%
Shares14.4K
Event2026-03-31
Filed2026-05-06
RSG
REPUBLIC SVCS INC
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-06
DFAX
DIMENSIONAL ETF TRUST
14.96%
Shares20.3K
Event2026-03-31
Filed2026-05-06
DFAU
DIMENSIONAL ETF TRUST
13.16%
Shares13.9K
Event2026-03-31
Filed2026-05-06
SGOV
ISHARES TR
-61.73%
Shares6.2K
Event2026-03-31
Filed2026-05-06
IVV
ISHARES TR
0.00%
Shares938
Event2026-03-31
Filed2026-05-06
DFAW
DIMENSIONAL ETF TRUST
15.33%
Shares8.3K
Event2026-03-31
Filed2026-05-06
NVDA
NVIDIA CORPORATION
1.58%
Shares2.8K
Event2026-03-31
Filed2026-05-06
SCHX
SCHWAB STRATEGIC TR
-8.02%
Shares19.2K
Event2026-03-31
Filed2026-05-06
BNDX
VANGUARD CHARLOTTE FDS
-4.24%
Shares9.8K
Event2026-03-31
Filed2026-05-06
DFNM
DIMENSIONAL ETF TRUST
0.00%
Shares9.3K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
ALPHABET INC
1.25%
Shares1.4K
Event2026-03-31
Filed2026-05-06
ENSG
ENSIGN GROUP INC
27.08%
Shares1.6K
Event2026-03-31
Filed2026-05-06
META
META PLATFORMS INC
-2.90%
Shares570
Event2026-03-31
Filed2026-05-06
VT
VANGUARD INTL EQUITY INDEX F
-1.68%
Shares2.0K
Event2026-03-31
Filed2026-05-06
VGSH
VANGUARD SCOTTSDALE FDS
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-06
AXP
AMERICAN EXPRESS CO
0.24%
Shares833
Event2026-03-31
Filed2026-05-06
JPM
JPMORGAN CHASE & CO
0.00%
Shares808
Event2026-03-31
Filed2026-05-06
COP
CONOCOPHILLIPS
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-06
RF
REGIONS FINANCIAL CORP NEW
0.00%
Shares7.7K
Event2026-03-31
Filed2026-05-06
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares417
Event2026-03-31
Filed2026-05-06
VO
VANGUARD INDEX FDS
-16.45%
Shares650
Event2026-03-31
Filed2026-05-06
SYK
STRYKER CORPORATION
0.00%
Shares538
Event2026-03-31
Filed2026-05-06
ALPHABET INC
ALPHABET INC
0.00%
Shares603
Event2026-03-31
Filed2026-05-06
IBIT
ISHARES BITCOIN TRUST ETF
2.41%
Shares4.3K
Event2026-03-31
Filed2026-05-06
DEXC
DIMENSIONAL ETF TRUST
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-06
IWF
ISHARES TR
0.00%
Shares367
Event2026-03-31
Filed2026-05-06
VGT
VANGUARD WORLD FD
-5.36%
Shares212
Event2026-03-31
Filed2026-05-06
SCHA
SCHWAB STRATEGIC TR
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-06
DISV
DIMENSIONAL ETF TRUST
20.76%
Shares3.6K
Event2026-03-31
Filed2026-05-06
HD
HOME DEPOT INC
0.00%
Shares427
Event2026-03-31
Filed2026-05-06
SCHD
SCHWAB STRATEGIC TR
-24.31%
Shares4.4K
Event2026-03-31
Filed2026-05-06
CLH
CLEAN HARBORS INC
0.00%
Shares465
Event2026-03-31
Filed2026-05-06
IEFA
ISHARES TR
-8.94%
Shares1.4K
Event2026-03-31
Filed2026-05-06
PH
PARKER-HANNIFIN CORP
0.00%
Shares136
Event2026-03-31
Filed2026-05-06
IVE
ISHARES TR
0.00%
Shares573
Event2026-03-31
Filed2026-05-06
PSX
PHILLIPS 66
0.00%
Shares627
Event2026-03-31
Filed2026-05-06
CVX
CHEVRON CORPORATION
-19.18%
Shares514
Event2026-03-31
Filed2026-05-06
CSCO
CISCO SYS INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-06
ORCL
ORACLE CORP
0.00%
Shares688
Event2026-03-31
Filed2026-05-06
AESR
TWO RDS SHARED TR
0.00%
Shares5.8K
Event2026-03-31
Filed2026-05-06
DFLV
DIMENSIONAL ETF TRUST
123.84%
Shares2.7K
Event2026-03-31
Filed2026-05-06
DFSV
DIMENSIONAL ETF TRUST
50.26%
Shares2.6K
Event2026-03-31
Filed2026-05-06
DFIV
DIMENSIONAL ETF TRUST
0.18%
Shares1.6K
Event2026-03-31
Filed2026-05-06
VXF
VANGUARD INDEX FDS
0.25%
Shares408
Event2026-03-31
Filed2026-05-06
DFUS
DIMENSIONAL ETF TRUST
0.26%
Shares1.2K
Event2026-03-31
Filed2026-05-06
BA
BOEING CO
0.00%
Shares397
Event2026-03-31
Filed2026-05-06
VTIP
VANGUARD MALVERN FDS
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-06
PLTR
PALANTIR TECHNOLOGIES INC
0.00%
Shares497
Event2026-03-31
Filed2026-05-06
BSV
VANGUARD BD INDEX FDS
0.00%
Shares891
Event2026-03-31
Filed2026-05-06
IWM
ISHARES TR
0.00%
Shares267
Event2026-03-31
Filed2026-05-06
DFEV
DIMENSIONAL ETF TRUST
0.05%
Shares1.8K
Event2026-03-31
Filed2026-05-06
SHOP
SHOPIFY INC
-11.26%
Shares544
Event2026-03-31
Filed2026-05-06
DFSD
DIMENSIONAL ETF TRUST
176.95%
Shares1.3K
Event2026-03-31
Filed2026-05-06
BNDW
VANGUARD SCOTTSDALE FDS
0.00%
Shares939
Event2026-03-31
Filed2026-05-06
VTV
VANGUARD INDEX FDS
0.00%
Shares313
Event2026-03-31
Filed2026-05-06
EFA
ISHARES TR
0.00%
Shares616
Event2026-03-31
Filed2026-05-06
SPMD
SPDR SERIES TRUST
28.06%
Shares963
Event2026-03-31
Filed2026-05-06
ED
CONSOLIDATED EDISON INC
0.00%
Shares502
Event2026-03-31
Filed2026-05-06
XLE
SELECT SECTOR SPDR TR
-33.72%
Shares920
Event2026-03-31
Filed2026-05-06
DUSB
DIMENSIONAL ETF TRUST
New
Shares1.1K
Event2026-03-31
Filed2026-05-06
PHO
INVESCO EXCHANGE TRADED FD T
0.00%
Shares800
Event2026-03-31
Filed2026-05-06
AFIF
TWO RDS SHARED TR
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-06
GLD
SPDR GOLD TR
3.42%
Shares121
Event2026-03-31
Filed2026-05-06
FDX
FEDEX CORP
0.00%
Shares144
Event2026-03-31
Filed2026-05-06
SPY
STATE STR SPDR S&P 500 ETF T
137.50%
Shares76
Event2026-03-31
Filed2026-05-06
RTX
RTX CORPORATION
-14.34%
Shares245
Event2026-03-31
Filed2026-05-06
SOUN
SOUNDHOUND AI INC
0.00%
Shares6.8K
Event2026-03-31
Filed2026-05-06
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
0.00%
Shares129
Event2026-03-31
Filed2026-05-06
SCHM
SCHWAB STRATEGIC TR
0.21%
Shares1.4K
Event2026-03-31
Filed2026-05-06
IJR
ISHARES TR
0.00%
Shares346
Event2026-03-31
Filed2026-05-06
SPYV
SPDR SERIES TRUST
118.02%
Shares750
Event2026-03-31
Filed2026-05-06
XLI
SELECT SECTOR SPDR TR
41.67%
Shares255
Event2026-03-31
Filed2026-05-06
TSLA
TESLA INC
0.00%
Shares108
Event2026-03-31
Filed2026-05-06
XOM
EXXON MOBIL CORP
-12.36%
Shares234
Event2026-03-31
Filed2026-05-06
PAYX
PAYCHEX INC
-5.25%
Shares397
Event2026-03-31
Filed2026-05-06
VYM
VANGUARD WHITEHALL FDS
-19.67%
Shares245
Event2026-03-31
Filed2026-05-06
VUG
VANGUARD INDEX FDS
46.30%
Shares79
Event2026-03-31
Filed2026-05-06
EOSE
EOS ENERGY ENTERPRISES INC
New
Shares6.9K
Event2026-03-31
Filed2026-05-06
NKE
NIKE INC
0.00%
Shares642
Event2026-03-31
Filed2026-05-06
DIHP
DIMENSIONAL ETF TRUST
0.38%
Shares1.0K
Event2026-03-31
Filed2026-05-06
PGR
PROGRESSIVE CORP
0.00%
Shares168
Event2026-03-31
Filed2026-05-06
JNJ
JOHNSON & JOHNSON
-10.20%
Shares132
Event2026-03-31
Filed2026-05-06
MCD
MCDONALDS CORP
0.00%
Shares103
Event2026-03-31
Filed2026-05-06
YUM
YUM BRANDS INC
0.00%
Shares202
Event2026-03-31
Filed2026-05-06
IVW
ISHARES TR
0.00%
Shares265
Event2026-03-31
Filed2026-05-06
RCL
ROYAL CARIBBEAN GROUP
0.93%
Shares108
Event2026-03-31
Filed2026-05-06
NFLX
NETFLIX INC.
498.00%
Shares299
Event2026-03-31
Filed2026-05-06
IJH
ISHARES TR
0.00%
Shares420
Event2026-03-31
Filed2026-05-06
AMCOR PLC
AMCOR PLC
New
Shares711
Event2026-03-31
Filed2026-05-06
WMT
WALMART INC
0.00%
Shares219
Event2026-03-31
Filed2026-05-06
GIS
GENERAL MILLS INC
0.00%
Shares700
Event2026-03-31
Filed2026-05-06
LLY
ELI LILLY & CO
0.00%
Shares28
Event2026-03-31
Filed2026-05-06
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares106
Event2026-03-31
Filed2026-05-06
VLO
VALERO ENERGY CORP
0.00%
Shares102
Event2026-03-31
Filed2026-05-06
PANW
PALO ALTO NETWORKS INC
3000.00%
Shares155
Event2026-03-31
Filed2026-05-06
CAT
CATERPILLAR INC
0.00%
Shares35
Event2026-03-31
Filed2026-05-06
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares36
Event2026-03-31
Filed2026-05-06
MTUM
ISHARES TR
-42.70%
Shares102
Event2026-03-31
Filed2026-05-06
EWC
ISHARES INC
0.00%
Shares445
Event2026-03-31
Filed2026-05-06
PSTG
EVERPURE INC
0.00%
Shares412
Event2026-03-31
Filed2026-05-06
KMI
KINDER MORGAN INC DEL
0.00%
Shares713
Event2026-03-31
Filed2026-05-06
QQQM
INVESCO EXCH TRADED FD TR II
20.48%
Shares100
Event2026-03-31
Filed2026-05-06
DFAT
DIMENSIONAL ETF TRUST
New
Shares371
Event2026-03-31
Filed2026-05-06
CCK
CROWN HLDGS INC
0.00%
Shares229
Event2026-03-31
Filed2026-05-06
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-06
QUAL
ISHARES TR
0.00%
Shares118
Event2026-03-31
Filed2026-05-06
XLY
SELECT SECTOR SPDR TR
0.00%
Shares202
Event2026-03-31
Filed2026-05-06
DXJ
WISDOMTREE TR
0.00%
Shares135
Event2026-03-31
Filed2026-05-06
SHEL
SHELL PLC
0.00%
Shares228
Event2026-03-31
Filed2026-05-06
EATON CORP PLC
EATON CORP PLC
0.00%
Shares59
Event2026-03-31
Filed2026-05-06
JMUB
J P MORGAN EXCHANGE TRADED F
New
Shares420
Event2026-03-31
Filed2026-05-06
SLV
ISHARES SILVER TR
-63.01%
Shares307
Event2026-03-31
Filed2026-05-06
SBUX
STARBUCKS CORP
0.00%
Shares233
Event2026-03-31
Filed2026-05-06
INTU
INTUIT
-32.39%
Shares48
Event2026-03-31
Filed2026-05-06
INVESCO QQQ TR
INVESCO QQQ TR
0.00%
Shares36
Event2026-03-31
Filed2026-05-06
FNV
FRANCO NEV CORP
0.00%
Shares83
Event2026-03-31
Filed2026-05-06
VFH
VANGUARD WORLD FD
0.00%
Shares169
Event2026-03-31
Filed2026-05-06
XLK
SELECT SECTOR SPDR TR
59.57%
Shares150
Event2026-03-31
Filed2026-05-06
VONG
VANGUARD SCOTTSDALE FDS
-12.56%
Shares181
Event2026-03-31
Filed2026-05-06
MEDTRONIC PLC
MEDTRONIC PLC
0.00%
Shares228
Event2026-03-31
Filed2026-05-06
MA
MASTERCARD INCORPORATED
0.00%
Shares39
Event2026-03-31
Filed2026-05-06
HST
HOST HOTELS & RESORTS INC
0.00%
Shares935
Event2026-03-31
Filed2026-05-06
QLYS
QUALYS INC
0.00%
Shares200
Event2026-03-31
Filed2026-05-06
TXN
TEXAS INSTRS INC
-8.25%
Shares89
Event2026-03-31
Filed2026-05-06
ABT
ABBOTT LABORATORIES
0.00%
Shares167
Event2026-03-31
Filed2026-05-06
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
New
Shares87
Event2026-03-31
Filed2026-05-06
TIP
ISHARES TR
0.00%
Shares144
Event2026-03-31
Filed2026-05-06
ROCKET LAB CORP
ROCKET LAB CORP
-47.67%
Shares247
Event2026-03-31
Filed2026-05-06
DUHP
DIMENSIONAL ETF TRUST
0.00%
Shares430
Event2026-03-31
Filed2026-05-06
BAC
BANK AMERICA CORP
0.00%
Shares318
Event2026-03-31
Filed2026-05-06
PG
PROCTER & GAMBLE CO
0.00%
Shares107
Event2026-03-31
Filed2026-05-06
NEE
NEXTERA ENERGY INC
0.00%
Shares161
Event2026-03-31
Filed2026-05-06
FEZ
SPDR INDEX SHS FDS
0.00%
Shares237
Event2026-03-31
Filed2026-05-06
MERCK & CO INC
MERCK & CO INC
-10.95%
Shares122
Event2026-03-31
Filed2026-05-06
SLYG
SPDR SERIES TRUST
New
Shares151
Event2026-03-31
Filed2026-05-06
CMI
CUMMINS INC
0.00%
Shares27
Event2026-03-31
Filed2026-05-06
APD
AIR PRODUCTS AND CHEMICALS I
0.00%
Shares50
Event2026-03-31
Filed2026-05-06
SLYV
SPDR SERIES TRUST
New
Shares147
Event2026-03-31
Filed2026-05-06
DHR
DANAHER CORP DEL
0.00%
Shares70
Event2026-03-31
Filed2026-05-06
TMO
THERMO FISHER SCIENTIFIC INC
0.00%
Shares27
Event2026-03-31
Filed2026-05-06
MDYV
SPDR SERIES TRUST
New
Shares155
Event2026-03-31
Filed2026-05-06
DE
DEERE & CO
0.00%
Shares23
Event2026-03-31
Filed2026-05-06
BROADCOM INC
BROADCOM INC
0.00%
Shares41
Event2026-03-31
Filed2026-05-06
XEL
XCEL ENERGY INC
-22.93%
Shares158
Event2026-03-31
Filed2026-05-06
COF
CAPITAL ONE FINL CORP
0.00%
Shares68
Event2026-03-31
Filed2026-05-06
REGN
REGENERON PHARMACEUTICALS
0.00%
Shares16
Event2026-03-31
Filed2026-05-06
VTWO
VANGUARD SCOTTSDALE FDS
-40.69%
Shares121
Event2026-03-31
Filed2026-05-06
EDV
VANGUARD WORLD FD
0.00%
Shares184
Event2026-03-31
Filed2026-05-06
ALL
ALLSTATE CORP
0.00%
Shares57
Event2026-03-31
Filed2026-05-06
FS SPECIALTY LENDING FD
FS SPECIALTY LENDING FD
0.00%
Shares940
Event2026-03-31
Filed2026-05-06
DAIC
CID HOLDCO INC
121.41%
Shares68.4K
Event2026-03-31
Filed2026-05-06
LUV
SOUTHWEST AIRLS CO
0.00%
Shares306
Event2026-03-31
Filed2026-05-06
UNP
UNION PAC CORP
0.00%
Shares47
Event2026-03-31
Filed2026-05-06
LOW
LOWES COS INC
0.00%
Shares48
Event2026-03-31
Filed2026-05-06
MDYG
SPDR SERIES TRUST
New
Shares115
Event2026-03-31
Filed2026-05-06
HON
HONEYWELL INTL INC
0.00%
Shares47
Event2026-03-31
Filed2026-05-06
UNH
UNITEDHEALTH GROUP INC
0.00%
Shares39
Event2026-03-31
Filed2026-05-06
PAVE
GLOBAL X FDS
0.49%
Shares206
Event2026-03-31
Filed2026-05-06
LINDE PLC
LINDE PLC
0.00%
Shares20
Event2026-03-31
Filed2026-05-06
DRAFTKINGS INC NEW
DRAFTKINGS INC NEW
0.00%
Shares455
Event2026-03-31
Filed2026-05-06
DIS
DISNEY WALT CO
-29.86%
Shares101
Event2026-03-31
Filed2026-05-06
IQLT
ISHARES TR
0.00%
Shares210
Event2026-03-31
Filed2026-05-06
KO
COCA COLA CO
-13.01%
Shares127
Event2026-03-31
Filed2026-05-06
FTEC
FIDELITY COVINGTON TRUST
0.00%
Shares46
Event2026-03-31
Filed2026-05-06
FIDU
FIDELITY COVINGTON TRUST
0.00%
Shares108
Event2026-03-31
Filed2026-05-06
PNTG
PENNANT GROUP INC
0.00%
Shares295
Event2026-03-31
Filed2026-05-06
OEF
ISHARES TR
-59.09%
Shares27
Event2026-03-31
Filed2026-05-06
BCS
BARCLAYS PLC
0.00%
Shares400
Event2026-03-31
Filed2026-05-06
AIG
AMERICAN INTL GROUP INC
0.00%
Shares107
Event2026-03-31
Filed2026-05-06
DGRO
ISHARES TR
-58.14%
Shares108
Event2026-03-31
Filed2026-05-06
XLV
SELECT SECTOR SPDR TR
-22.73%
Shares51
Event2026-03-31
Filed2026-05-06
VBR
VANGUARD INDEX FDS
-26.09%
Shares34
Event2026-03-31
Filed2026-05-06
EEM
ISHARES TR
New
Shares130
Event2026-03-31
Filed2026-05-06
BHP
BHP BILLITON LIMITED
0.00%
Shares100
Event2026-03-31
Filed2026-05-06
ZROZ
PIMCO ETF TR
11.00%
Shares111
Event2026-03-31
Filed2026-05-06
ABBV
ABBVIE INC
-33.33%
Shares32
Event2026-03-31
Filed2026-05-06
SO
SOUTHERN CO
-14.63%
Shares70
Event2026-03-31
Filed2026-05-06
WM
WASTE MGMT INC DEL
0.00%
Shares29
Event2026-03-31
Filed2026-05-06
GILD
GILEAD SCIENCES INC
-22.03%
Shares46
Event2026-03-31
Filed2026-05-06
NUAI
NEW ERA ENERGY & DIGITAL INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-06
MCK
MCKESSON CORP
0.00%
Shares7
Event2026-03-31
Filed2026-05-06
RBLX
ROBLOX CORP
0.00%
Shares104
Event2026-03-31
Filed2026-05-06
HOOD
ROBINHOOD MKTS INC
0.00%
Shares82
Event2026-03-31
Filed2026-05-06
IUSG
ISHARES TR
0.00%
Shares36
Event2026-03-31
Filed2026-05-06
AMAT
APPLIED MATLS INC
0.00%
Shares16
Event2026-03-31
Filed2026-05-06
ZM
ZOOM COMMUNICATIONS INC
0.00%
Shares68
Event2026-03-31
Filed2026-05-06
EMXC
ISHARES INC
0.00%
Shares69
Event2026-03-31
Filed2026-05-06
MU
MICRON TECHNOLOGY INC
0.00%
Shares16
Event2026-03-31
Filed2026-05-06
PDBC
INVESCO ACTVELY MNGD ETC FD
0.00%
Shares308
Event2026-03-31
Filed2026-05-06
PHYS
SPROTT ASSET MANAGEMENT LP
0.00%
Shares150
Event2026-03-31
Filed2026-05-06
MGK
VANGUARD WORLD FD
0.00%
Shares14
Event2026-03-31
Filed2026-05-06
CM
CANADIAN IMPERIAL BANK OF CO
0.00%
Shares52
Event2026-03-31
Filed2026-05-06
ASX
ASE TECHNOLOGY HLDG CO LTD
0.00%
Shares225
Event2026-03-31
Filed2026-05-06
URA
GLOBAL X FDS
0.00%
Shares100
Event2026-03-31
Filed2026-05-06
KTOS
KRATOS DEFENSE & SEC SOLUTIO
0.00%
Shares67
Event2026-03-31
Filed2026-05-06
BAR
GRANITESHARES GOLD TR
0.00%
Shares102
Event2026-03-31
Filed2026-05-06
ITOT
ISHARES TR
0.00%
Shares33
Event2026-03-31
Filed2026-05-06
FIG
FIGMA INC
0.00%
Shares222
Event2026-03-31
Filed2026-05-06
DFIS
DIMENSIONAL ETF TRUST
0.00%
Shares137
Event2026-03-31
Filed2026-05-06
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares10
Event2026-03-31
Filed2026-05-06
VRTX
VERTEX PHARMACEUTICALS INC
11.11%
Shares10
Event2026-03-31
Filed2026-05-06
CENCORA INC
CENCORA INC
0.00%
Shares14
Event2026-03-31
Filed2026-05-06
SDY
SPDR SERIES TRUST
0.00%
Shares30
Event2026-03-31
Filed2026-05-06
V
VISA INC
0.00%
Shares14
Event2026-03-31
Filed2026-05-06
BKNG
BOOKING HOLDINGS INC
0.00%
Shares1
Event2026-03-31
Filed2026-05-06
CVS
CVS HEALTH CORP
0.00%
Shares58
Event2026-03-31
Filed2026-05-06
JMBS
JANUS DETROIT STR TR
0.00%
Shares92
Event2026-03-31
Filed2026-05-06
BSX
BOSTON SCIENTIFIC CORP
0.00%
Shares66
Event2026-03-31
Filed2026-05-06
COST
COSTCO WHOLESALE CORPORATION
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
PM
PHILIP MORRIS INTL INC
-46.67%
Shares24
Event2026-03-31
Filed2026-05-06
AMGN
AMGEN INC
-52.17%
Shares11
Event2026-03-31
Filed2026-05-06
NVS
NOVARTIS AG
0.00%
Shares25
Event2026-03-31
Filed2026-05-06
E
ENI SPA
0.00%
Shares67
Event2026-03-31
Filed2026-05-06
CAH
CARDINAL HEALTH INC
0.00%
Shares17
Event2026-03-31
Filed2026-05-06
BBAI
BIGBEAR AI HLDGS INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-06
LITE
LUMENTUM HLDGS INC
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
AMD
ADVANCED MICRO DEVICES INC
0.00%
Shares17
Event2026-03-31
Filed2026-05-06
COLB
COLUMBIA BKG SYS INC
0.00%
Shares126
Event2026-03-31
Filed2026-05-06
GE AEROSPACE
GE AEROSPACE
0.00%
Shares12
Event2026-03-31
Filed2026-05-06
SONY
SONY GROUP CORP
0.00%
Shares160
Event2026-03-31
Filed2026-05-06
MNKD
MANNKIND CORP
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
CEF
SPROTT ASSET MANAGEMENT LP
0.00%
Shares68
Event2026-03-31
Filed2026-05-06
NATIONAL GRID PLC
NATIONAL GRID PLC
-62.75%
Shares38
Event2026-03-31
Filed2026-05-06
BGIG
ETF SER SOLUTIONS
0.00%
Shares96
Event2026-03-31
Filed2026-05-06
VBK
VANGUARD INDEX FDS
0.00%
Shares10
Event2026-03-31
Filed2026-05-06
TOTALENERGIES SE
TOTALENERGIES SE
-70.27%
Shares33
Event2026-03-31
Filed2026-05-06
PSA
PUBLIC STORAGE OPER CO
-73.17%
Shares11
Event2026-03-31
Filed2026-05-06
CCL
CARNIVAL CORP
0.00%
Shares114
Event2026-03-31
Filed2026-05-06
KLAC
KLA CORP
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
DGX
QUEST DIAGNOSTICS INC
0.00%
Shares15
Event2026-03-31
Filed2026-05-06
ENB
ENBRIDGE INC
-64.47%
Shares54
Event2026-03-31
Filed2026-05-06
GFF
GRIFFON CORP
0.00%
Shares40
Event2026-03-31
Filed2026-05-06
AON PLC
AON PLC
0.00%
Shares9
Event2026-03-31
Filed2026-05-06
DAL
DELTA AIR LINES INC
0.00%
Shares43
Event2026-03-31
Filed2026-05-06
DQ
DAQO NEW ENERGY CORP
0.00%
Shares125
Event2026-03-31
Filed2026-05-06
GEV
GE VERNOVA INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
EXI
ISHARES TR
0.00%
Shares14
Event2026-03-31
Filed2026-05-06
LYG
LLOYDS BANKING GROUP PLC
0.00%
Shares500
Event2026-03-31
Filed2026-05-06
XLC
SELECT SECTOR SPDR TR
0.00%
Shares22
Event2026-03-31
Filed2026-05-06
NVO
NOVO-NORDISK A S
0.00%
Shares66
Event2026-03-31
Filed2026-05-06
WMB
WILLIAMS COS INC
0.00%
Shares33
Event2026-03-31
Filed2026-05-06
LRN
STRIDE INC
0.00%
Shares27
Event2026-03-31
Filed2026-05-06
EQT CORP
EQT CORP
0.00%
Shares37
Event2026-03-31
Filed2026-05-06
GDX
VANECK ETF TRUST
0.00%
Shares25
Event2026-03-31
Filed2026-05-06
IWN
ISHARES TR
-84.62%
Shares12
Event2026-03-31
Filed2026-05-06
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares30
Event2026-03-31
Filed2026-05-06
T
AT&T INC
-67.39%
Shares75
Event2026-03-31
Filed2026-05-06
WFC
WELLS FARGO & CO
0.00%
Shares27
Event2026-03-31
Filed2026-05-06
LAM RESEARCH CORP
LAM RESEARCH CORP
0.00%
Shares10
Event2026-03-31
Filed2026-05-06
FETH
FIDELITY ETHEREUM FD
0.00%
Shares100
Event2026-03-31
Filed2026-05-06
MS
MORGAN STANLEY
0.00%
Shares12
Event2026-03-31
Filed2026-05-06
PPLT
ABRDN PLATINUM ETF TRUST
0.00%
Shares11
Event2026-03-31
Filed2026-05-06
WDC
WESTERN DIGITAL CORP
0.00%
Shares7
Event2026-03-31
Filed2026-05-06
MKSI
MKS INC.
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-64.10%
Shares14
Event2026-03-31
Filed2026-05-06
HLT
HILTON WORLDWIDE HLDGS INC
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
TER
TERADYNE INC
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
PERIMETER SOLUTIONS INC
PERIMETER SOLUTIONS INC
0.00%
Shares71
Event2026-03-31
Filed2026-05-06
SA
SEABRIDGE GOLD INC
0.00%
Shares61
Event2026-03-31
Filed2026-05-06
UBER
UBER TECHNOLOGIES INC
0.00%
Shares24
Event2026-03-31
Filed2026-05-06
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
COHERENT CORP
COHERENT CORP
0.00%
Shares7
Event2026-03-31
Filed2026-05-06
XLU
SELECT SECTOR SPDR TR
0.00%
Shares36
Event2026-03-31
Filed2026-05-06
SCHW
SCHWAB CHARLES CORP
0.00%
Shares17
Event2026-03-31
Filed2026-05-06
EWZ
ISHARES INC
0.00%
Shares42
Event2026-03-31
Filed2026-05-06
ATI
ATI INC
0.00%
Shares11
Event2026-03-31
Filed2026-05-06
CMG
CHIPOTLE MEXICAN GRILL INC
0.00%
Shares50
Event2026-03-31
Filed2026-05-06
THE CIGNA GROUP
THE CIGNA GROUP
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
CITIGROUP INC
CITIGROUP INC
0.00%
Shares14
Event2026-03-31
Filed2026-05-06
WELL
WELLTOWER INC
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
NE
NOBLE CORP PLC
0.00%
Shares32
Event2026-03-31
Filed2026-05-06
AMT
AMERICAN TOWER CORP
0.00%
Shares9
Event2026-03-31
Filed2026-05-06
CIEN
CIENA CORP
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
EBAY
EBAY INC.
0.00%
Shares17
Event2026-03-31
Filed2026-05-06
QCOM
QUALCOMM INC
0.00%
Shares12
Event2026-03-31
Filed2026-05-06
IEMG
ISHARES INC
-88.48%
Shares22
Event2026-03-31
Filed2026-05-06
NTR
NUTRIEN LTD
0.00%
Shares20
Event2026-03-31
Filed2026-05-06
FDIS
FIDELITY COVINGTON TRUST
0.00%
Shares16
Event2026-03-31
Filed2026-05-06
ELV
ELEVANCE HEALTH INC FORMERLY
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
ADBE
ADOBE INC
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
URI
UNITED RENTALS INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
VNM
VANECK ETF TRUST
0.00%
Shares84
Event2026-03-31
Filed2026-05-06
PLD
PROLOGIS INC.
-76.09%
Shares11
Event2026-03-31
Filed2026-05-06
ROK
ROCKWELL AUTOMATION INC
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
VRRM
VERRA MOBILITY CORP
0.00%
Shares100
Event2026-03-31
Filed2026-05-06
AEM
AGNICO EAGLE MINES LTD
0.00%
Shares7
Event2026-03-31
Filed2026-05-06
CCJ
CAMECO CORP
0.00%
Shares13
Event2026-03-31
Filed2026-05-06
KEYS
KEYSIGHT TECHNOLOGIES INC
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
ORLY
OREILLY AUTOMOTIVE INC
0.00%
Shares15
Event2026-03-31
Filed2026-05-06
SITM
SITIME CORP
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
TTD
THE TRADE DESK INC
0.00%
Shares60
Event2026-03-31
Filed2026-05-06
ARISTA NETWORKS INC
ARISTA NETWORKS INC
0.00%
Shares11
Event2026-03-31
Filed2026-05-06
TRAEGER INC
TRAEGER INC
New
Shares46
Event2026-03-31
Filed2026-05-06
NFG
NATIONAL FUEL GAS CO
0.00%
Shares14
Event2026-03-31
Filed2026-05-06
CRM
SALESFORCE INC
0.00%
Shares7
Event2026-03-31
Filed2026-05-06
GEHC
GE HEALTHCARE TECHNOLOGIES I
0.00%
Shares18
Event2026-03-31
Filed2026-05-06
EBND
SPDR SERIES TRUST
0.00%
Shares62
Event2026-03-31
Filed2026-05-06
TJX
TJX COS INC NEW
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
SPGI
S&P GLOBAL INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
APH
AMPHENOL CORP
0.00%
Shares10
Event2026-03-31
Filed2026-05-06
MTD
METTLER TOLEDO INTERNATIONAL
0.00%
Shares1
Event2026-03-31
Filed2026-05-06
VRSN
VERISIGN INC
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
LYV
LIVE NATION ENTERTAINMENT IN
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
MPC
MARATHON PETE CORP
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
IVOL
KRANESHARES TRUST
0.00%
Shares65
Event2026-03-31
Filed2026-05-06
LMT
LOCKHEED MARTIN CORP
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
PSMT
PRICESMART INC
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
GDXJ
VANECK ETF TRUST
0.00%
Shares10
Event2026-03-31
Filed2026-05-06
URNM
SPROTT FDS TR
0.00%
Shares19
Event2026-03-31
Filed2026-05-06
EWS
ISHARES INC
0.00%
Shares42
Event2026-03-31
Filed2026-05-06
CME
CME GROUP INC
-71.43%
Shares4
Event2026-03-31
Filed2026-05-06
FBTC
FIDELITY WISE ORIGIN BITCOIN
0.00%
Shares20
Event2026-03-31
Filed2026-05-06
CRWD
CROWDSTRIKE HLDGS INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
MMM
3M CO
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
TDG
TRANSDIGM GROUP INC
0.00%
Shares1
Event2026-03-31
Filed2026-05-06
RIVN
RIVIAN AUTOMOTIVE INC
New
Shares75
Event2026-03-31
Filed2026-05-06
MPWR
MONOLITHIC PWR SYS INC
0.00%
Shares1
Event2026-03-31
Filed2026-05-06
PEP
PEPSICO INC
-90.79%
Shares7
Event2026-03-31
Filed2026-05-06
AME
AMETEK INC
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
FICO
FAIR ISAAC CORP
0.00%
Shares1
Event2026-03-31
Filed2026-05-06
ECL
ECOLAB INC
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
EHC
ENCOMPASS HEALTH CORP
0.00%
Shares11
Event2026-03-31
Filed2026-05-06
AEP
AMERICAN ELEC PWR CO INC
-68.00%
Shares8
Event2026-03-31
Filed2026-05-06
NOW
SERVICENOW INC
0.00%
Shares10
Event2026-03-31
Filed2026-05-06
MMC
MARSH & MCLENNAN COS INC
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
PNC
PNC FINL SVCS GROUP INC
-81.48%
Shares5
Event2026-03-31
Filed2026-05-06
MDU
MDU RES GROUP INC
0.00%
Shares49
Event2026-03-31
Filed2026-05-06
VZ
VERIZON COMMUNICATIONS INC
-77.27%
Shares20
Event2026-03-31
Filed2026-05-06
WST
WEST PHARMACEUTICAL SVSC INC
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
WAB
WABTEC
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
EQIX
EQUINIX INC
0.00%
Shares1
Event2026-03-31
Filed2026-05-06
CB
CHUBB LTD SWITZ
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
WY
WEYERHAEUSER CO
-75.00%
Shares40
Event2026-03-31
Filed2026-05-06
SPOT
SPOTIFY TECHNOLOGY S A
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
DEO
DIAGEO PLC
-55.17%
Shares13
Event2026-03-31
Filed2026-05-06
MSGS
MADISON SQUARE GRDN SPRT COR
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
ITT INC
ITT INC
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
GLW
CORNING INC
-87.72%
Shares7
Event2026-03-31
Filed2026-05-06
ICE
INTERCONTINENTAL EXCHANGE IN
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
BP
BP PLC
-95.29%
Shares20
Event2026-03-31
Filed2026-05-06
ENTG
ENTEGRIS INC
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
MANU
MANCHESTER UTD PLC NEW
0.00%
Shares55
Event2026-03-31
Filed2026-05-06
AKAM
AKAMAI TECHNOLOGIES INC
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
SENEA
SENECA FOODS CORP NEW
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
TROW
PRICE T ROWE GROUP INC
0.00%
Shares10
Event2026-03-31
Filed2026-05-06
AMP
AMERIPRISE FINL INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
FCX
FREEPORT MCMORAN INC
0.00%
Shares15
Event2026-03-31
Filed2026-05-06
CNQ
CANADIAN NAT RES LTD MED TER
0.00%
Shares18
Event2026-03-31
Filed2026-05-06
TRP
TC ENERGY CORP
-80.00%
Shares14
Event2026-03-31
Filed2026-05-06
MIR
MIRION TECHNOLOGIES INC
0.00%
Shares47
Event2026-03-31
Filed2026-05-06
WTW
WILLIS TOWERS WATSON PLC LTD
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
IRMD
IRADIMED CORP
0.00%
Shares9
Event2026-03-31
Filed2026-05-06
MOS
MOSAIC CO
0.00%
Shares34
Event2026-03-31
Filed2026-05-06
ROST
ROSS STORES INC
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
NEM
NEWMONT CORP
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
TMUS
T-MOBILE US INC
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
CEG
CONSTELLATION ENERGY CORP
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
0.00%
Shares11
Event2026-03-31
Filed2026-05-06
CDNS
CADENCE DESIGN SYSTEM INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
TT
TRANE TECHNOLOGIES PLC
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
MTB
M & T BK CORP
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
NET
CLOUDFLARE INC
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
MLCO
MELCO RESORTS AND ENTMNT LTD
0.00%
Shares145
Event2026-03-31
Filed2026-05-06
CRK
COMSTOCK RES INC
0.00%
Shares39
Event2026-03-31
Filed2026-05-06
MCW
MISTER CAR WASH INC
0.00%
Shares118
Event2026-03-31
Filed2026-05-06
DELL
DELL TECHNOLOGIES INC
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
ADP
AUTOMATIC DATA PROCESSING IN
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
BLACKSTONE INC
BLACKSTONE INC
0.00%
Shares7
Event2026-03-31
Filed2026-05-06
JBL
JABIL INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
EL
LAUDER ESTEE COS INC
0.00%
Shares11
Event2026-03-31
Filed2026-05-06
EMR
EMERSON ELEC CO
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
ITW
ILLINOIS TOOL WKS INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
FORM
FORMFACTOR INC
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
LVS
LAS VEGAS SANDS CORP
0.00%
Shares14
Event2026-03-31
Filed2026-05-06
ALC
ALCON AG
0.00%
Shares10
Event2026-03-31
Filed2026-05-06
EWBC
EAST WEST BANCORP INC
0.00%
Shares7
Event2026-03-31
Filed2026-05-06
KKR & CO INC
KKR & CO INC
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
CRH PLC
CRH PLC
0.00%
Shares7
Event2026-03-31
Filed2026-05-06
KNF
KNIFE RIVER CORP
0.00%
Shares9
Event2026-03-31
Filed2026-05-06
WSO
WATSCO INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
SNA
SNAP ON INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
EOG
EOG RES INC
-95.24%
Shares5
Event2026-03-31
Filed2026-05-06
STLD
STEEL DYNAMICS INC
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
NTAP
NETAPP INC
0.00%
Shares7
Event2026-03-31
Filed2026-05-06
CHRD
CHORD ENERGY CORPORATION
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
ZTS
ZOETIS INC
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
MSGE
MADISON SQUARE GARDEN ENTMT
0.00%
Shares12
Event2026-03-31
Filed2026-05-06
GRMN
GARMIN LTD
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
EXPE
EXPEDIA GROUP INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
PCAR
PACCAR INC
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
HWM
HOWMET AEROSPACE INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
PDFS
PDF SOLUTIONS INC
0.00%
Shares21
Event2026-03-31
Filed2026-05-06
GGG
GRACO INC
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
CTAS
CINTAS CORP
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
DTM
DT MIDSTREAM INC
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
RMD
RESMED INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
SARO
STANDARDAERO INC
0.00%
Shares26
Event2026-03-31
Filed2026-05-06
CRDO
CREDO TECHNOLOGY GROUP HOLDI
0.00%
Shares7
Event2026-03-31
Filed2026-05-06
FAST
FASTENAL CO
0.00%
Shares14
Event2026-03-31
Filed2026-05-06
NU
NU HLDGS LTD
0.00%
Shares45
Event2026-03-31
Filed2026-05-06
SWKS
SKYWORKS SOLUTIONS INC
0.00%
Shares12
Event2026-03-31
Filed2026-05-06
KVUE
KENVUE INC
0.00%
Shares37
Event2026-03-31
Filed2026-05-06
ADI
ANALOG DEVICES INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
HEI.A
HEICO CORP NEW
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
LAMR
LAMAR ADVERTISING CO
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
CVNA
CARVANA CO
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
CUBI
CUSTOMERS BANCORP INC
0.00%
Shares9
Event2026-03-31
Filed2026-05-06
AMPX
AMPRIUS TECHNOLOGIES INC
New
Shares37
Event2026-03-31
Filed2026-05-06
HSY
HERSHEY CO
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
ONTO
ONTO INNOVATION INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
R
RYDER SYS INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
EA
ELECTRONIC ARTS INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
BKR
BAKER HUGHES COMPANY
0.00%
Shares10
Event2026-03-31
Filed2026-05-06
SMG
SCOTTS MIRACLE-GRO CO
0.00%
Shares10
Event2026-03-31
Filed2026-05-06
CMCSA
COMCAST CORP NEW
0.00%
Shares21
Event2026-03-31
Filed2026-05-06
BOH
BANK HAWAII CORP
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
FANG
DIAMONDBACK ENERGY INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
UTHR
UNITED THERAPEUTICS CORP DEL
0.00%
Shares1
Event2026-03-31
Filed2026-05-06
MLM
MARTIN MARIETTA MATLS INC
0.00%
Shares1
Event2026-03-31
Filed2026-05-06
TRV
TRAVELERS COMPANIES INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
CORPAY INC
CORPAY INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
IFF
INTERNATIONAL FLAVORS&FRAGRA
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
MNST
MONSTER BEVERAGE CORP NEW
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
FFIV
F5 INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
A
AGILENT TECHNOLOGIES INC
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
VRSK
VERISK ANALYTICS INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
LNG
CHENIERE ENERGY INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
MET
METLIFE INC
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
CTRA
COTERRA ENERGY INC
0.00%
Shares16
Event2026-03-31
Filed2026-05-06
IDXX
IDEXX LABS INC
0.00%
Shares1
Event2026-03-31
Filed2026-05-06
IXJ
ISHARES TR
-95.04%
Shares6
Event2026-03-31
Filed2026-05-06
ACLS
AXCELIS TECHNOLOGIES INC
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
0.00%
Shares9
Event2026-03-31
Filed2026-05-06
BIIB
BIOGEN INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
PWR
QUANTA SVCS INC
0.00%
Shares1
Event2026-03-31
Filed2026-05-06
UAA
UNDER ARMOUR INC
0.00%
Shares93
Event2026-03-31
Filed2026-05-06
AFL
AFLAC INC
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
EXE
EXPAND ENERGY CORPORATION
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
WCC
WESCO INTL INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
WSM
WILLIAMS SONOMA INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
OKE
ONEOK INC NEW
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
MNRO
MONRO INC
0.00%
Shares33
Event2026-03-31
Filed2026-05-06
APG
API GROUP CORP
0.00%
Shares13
Event2026-03-31
Filed2026-05-06
VEEV
VEEVA SYS INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
COIN
COINBASE GLOBAL INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
ALGN
ALIGN TECHNOLOGY INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
SLB
SLB LIMITED
0.00%
Shares10
Event2026-03-31
Filed2026-05-06
HURN
HURON CONSULTING GROUP INC
0.00%
Shares4
Event2026-03-31
Filed2026-05-06
DXCM
DEXCOM INC
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
ABM
ABM INDS INC
0.00%
Shares13
Event2026-03-31
Filed2026-05-06
XLB
SELECT SECTOR SPDR TR
0.00%
Shares10
Event2026-03-31
Filed2026-05-06
JEF
JEFFERIES FINANCIAL GROUP IN
0.00%
Shares12
Event2026-03-31
Filed2026-05-06
ACT
ENACT HLDGS INC
0.00%
Shares12
Event2026-03-31
Filed2026-05-06
MDB
MONGODB INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
O
REALTY INCOME CORP
-87.10%
Shares8
Event2026-03-31
Filed2026-05-06
HUBS
HUBSPOT INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
BR
BROADRIDGE FINL SOLUTIONS IN
0.00%
Shares3
Event2026-03-31
Filed2026-05-06
BV
BRIGHTVIEW HLDGS INC
0.00%
Shares41
Event2026-03-31
Filed2026-05-06
EQH
EQUITABLE HLDGS INC
0.00%
Shares13
Event2026-03-31
Filed2026-05-06
KMB
KIMBERLY-CLARK CORP
-80.77%
Shares5
Event2026-03-31
Filed2026-05-06
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
IR
INGERSOLL RAND INC
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
MEDP
MEDPACE HLDGS INC
0.00%
Shares1
Event2026-03-31
Filed2026-05-06
COCO
VITA COCO CO INC
0.00%
Shares10
Event2026-03-31
Filed2026-05-06
FHN
FIRST HORIZON CORPORATION
0.00%
Shares21
Event2026-03-31
Filed2026-05-06
AORT
ARTIVION INC
0.00%
Shares13
Event2026-03-31
Filed2026-05-06
MXL
MAXLINEAR INC
0.00%
Shares27
Event2026-03-31
Filed2026-05-06
LII
LENNOX INTL INC
0.00%
Shares1
Event2026-03-31
Filed2026-05-06
QRVO
QORVO INC
0.00%
Shares6
Event2026-03-31
Filed2026-05-06
MDLZ
MONDELEZ INTL INC
-96.49%
Shares8
Event2026-03-31
Filed2026-05-06
MARA
MARA HOLDINGS INC
0.00%
Shares56
Event2026-03-31
Filed2026-05-06
PPC
PILGRIMS PRIDE CORP
0.00%
Shares12
Event2026-03-31
Filed2026-05-06

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available