Sponsored

The Analysis of DIVERSIFIED MANAGEMENT INC's Holdings & P&L

Currently, DIVERSIFIED MANAGEMENT INC holds 262 types of securities in its portfolio with a total value $583.2M. In the most recent quarter, they have increased their positions in ARMK (+131.0K shares, valued at $5.3M), WSC (+262.5K shares, valued at $4.6M), SCHW (+47.7K shares, valued at $4.5M); decreased their positions in JCI (-2.7K shares, valued at $353.8K), VTI (-863 shares, valued at $276.9K), ROK (-571 shares, valued at $204.9K); initiated new positions in CARR (+48.5K shares, valued at $2.7M), WTM (+1.2K shares, valued at $2.5M), CDW (+19.4K shares, valued at $2.3M).

1M P&L

+20.6M+3.60%

3M P&L

+54.9M+10.22%

HY P&L

+48.2M+8.86%

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/A221.6M

42.6%

2Specialty Industrial Machinery50.8M

9.7%

3Rental & Leasing Services20.8M

4.0%

Top Industries by Stock Count

1N/A67 stocks

28.5%

2Drug Manufacturers - General9 stocks

3.8%

3Semiconductors9 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ROK ROCKWELL AUTOMATION INC120.0K shares-0.47%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T51.5K shares0.21%2026-03-312026-04-09

VOE VANGUARD INDEX FDS146.0K shares-0.08%2026-03-312026-04-09

WSC WILLSCOT HLDGS CORP1.2M shares28.01%2026-03-312026-04-09

AAPL APPLE INC73.0K shares0.43%2026-03-312026-04-09

IWP ISHARES TR123.1K shares0.79%2026-03-312026-04-09

IJH ISHARES TR227.8K shares2.66%2026-03-312026-04-09

EFA ISHARES TR148.1K shares2.78%2026-03-312026-04-09

Sponsored

IJR ISHARES TR98.9K shares1.63%2026-03-312026-04-09

INFL LISTED FDS TR229.9K shares11.10%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR19.0K shares10.68%2026-03-312026-04-09

VBR VANGUARD INDEX FDS37.6K shares0.25%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T37.8K shares13.22%2026-03-312026-04-09

MDY STATE STR SPDR S&P MIDCAP 4010.9K shares1.46%2026-03-312026-04-09

AMZN AMAZON COM INC30.7K shares6.92%2026-03-312026-04-09

TSI TCW STRATEGIC INCOME FD INC1.3M shares33.05%2026-03-312026-04-09

Sponsored

ARMK ARAMARK144.8K shares949.97%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO19.9K shares4.70%2026-03-312026-04-09

XOM EXXON MOBIL CORP33.3K shares31.60%2026-03-312026-04-09

SOR SOURCE CAPITAL118.0K shares1.01%2026-03-312026-04-09

MSFT MICROSOFT CORP14.6K shares11.25%2026-03-312026-04-09

SCHW SCHWAB CHARLES CORP57.2K shares500.06%2026-03-312026-04-09

TCAF T ROWE PRICE ETF INC149.0K shares0.52%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON19.9K shares21.35%2026-03-312026-04-09

Sponsored

IVV ISHARES TR7.0K shares7.54%2026-03-312026-04-09

VTI VANGUARD INDEX FDS14.3K shares-5.71%2026-03-312026-04-09

INTC INTEL CORP102.6K shares-0.13%2026-03-312026-04-09

EFG ISHARES TR40.4K shares0.25%2026-03-312026-04-09

BKNG BOOKING HOLDINGS INC1.0K shares494.08%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC4.9K shares0.93%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.6K shares96.11%2026-03-312026-04-09

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC17.4K shares426.16%2026-03-312026-04-09

Sponsored

VIG VANGUARD SPECIALIZED FUNDS18.4K shares2.78%2026-03-312026-04-09

WEC ENERGY GROUP INC WEC ENERGY GROUP INC33.4K shares30.93%2026-03-312026-04-09

EATON CORP PLC EATON CORP PLC10.7K shares1.14%2026-03-312026-04-09

VXUS VANGUARD STAR FDS49.7K shares0.00%2026-03-312026-04-09

ALPHABET INC ALPHABET INC13.1K shares145.16%2026-03-312026-04-09

ALPHABET INC ALPHABET INC13.1K shares3.89%2026-03-312026-04-09

GLD SPDR GOLD TR8.7K shares0.17%2026-03-312026-04-09

AVY AVERY DENNISON CORP19.0K shares732.11%2026-03-312026-04-09

Sponsored

MU MICRON TECHNOLOGY INC8.9K shares0.42%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS4.8K shares6.11%2026-03-312026-04-09

META META PLATFORMS INC5.0K shares2.83%2026-03-312026-04-09

BDX BECTON DICKINSON & CO18.0K shares1402.92%2026-03-312026-04-09

MDLV EA SERIES TRUST91.3K shares1.86%2026-03-312026-04-09

CARR CARRIER GLOBAL CORPORATION48.5K sharesnew addition2026-03-312026-04-09

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND13.6K shares752.50%2026-03-312026-04-09

PEP PEPSICO INC17.2K shares26.42%2026-03-312026-04-09

Sponsored

WTM WHITE MTNS INS GROUP LTD1.2K sharesnew addition2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC9.3K shares119.68%2026-03-312026-04-09

CAT CATERPILLAR INC3.5K shares0.51%2026-03-312026-04-09

DGX QUEST DIAGNOSTICS INC12.6K shares385.71%2026-03-312026-04-09

IVW ISHARES TR21.8K shares-3.39%2026-03-312026-04-09

HD HOME DEPOT INC7.3K shares14.85%2026-03-312026-04-09

NVDA NVIDIA CORPORATION13.6K shares11.94%2026-03-312026-04-09

CDW CDW CORP19.4K sharesnew addition2026-03-312026-04-09

Sponsored

ALLE ALLEGION PLC16.1K shares698.56%2026-03-312026-04-09

CSCO CISCO SYS INC30.0K shares78.05%2026-03-312026-04-09

PHG KONINKLIJKE PHILIPS N V83.7K shares409.25%2026-03-312026-04-09

FCFS FIRSTCASH HOLDINGS INC11.9K shares596.07%2026-03-312026-04-09

ZION ZIONS BANCORPORATION NATL AS38.1K shares475.48%2026-03-312026-04-09

SYY SYSCO CORP30.4K shares501.13%2026-03-312026-04-09

PGR PROGRESSIVE CORP10.8K sharesnew addition2026-03-312026-04-09

UNILEVER PLC UNILEVER PLC37.5K shares482.33%2026-03-312026-04-09

Sponsored

ACGL ARCH CAP GROUP LTD20.9K sharesnew addition2026-03-312026-04-09

BAC BANK AMERICA CORP41.2K shares3.04%2026-03-312026-04-09

CSL CARLISLE COS INC6.0K sharesnew addition2026-03-312026-04-09

MAS MASCO CORP32.2K sharesnew addition2026-03-312026-04-09

LLY ELI LILLY & CO2.1K shares2.34%2026-03-312026-04-09

PRI PRIMERICA INC7.6K sharesnew addition2026-03-312026-04-09

GTES GATES INDL CORP PLC83.9K shares758.72%2026-03-312026-04-09

PNC PNC FINL SVCS GROUP INC8.9K sharesnew addition2026-03-312026-04-09

Sponsored

T AT&T INC61.7K shares131.08%2026-03-312026-04-09

MCD MCDONALDS CORP5.7K shares59.11%2026-03-312026-04-09

VVV VALVOLINE INC52.7K sharesnew addition2026-03-312026-04-09

ARW ARROW ELECTRS INC12.3K sharesnew addition2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC14.6K shares69.29%2026-03-312026-04-09

OMF ONEMAIN HLDGS INC32.7K shares842.99%2026-03-312026-04-09

BROADCOM INC BROADCOM INC5.6K shares138.20%2026-03-312026-04-09

HSIC SCHEIN HENRY INC23.4K sharesnew addition2026-03-312026-04-09

Sponsored

ATR APTARGROUP INC13.6K sharesnew addition2026-03-312026-04-09

TMO THERMO FISHER SCIENTIFIC INC3.5K shares9.19%2026-03-312026-04-09

AMAT APPLIED MATLS INC4.8K shares68.28%2026-03-312026-04-09

FMS FRESENIUS MEDICAL CARE AG73.0K shares479.78%2026-03-312026-04-09

IJT ISHARES TR11.1K shares80.18%2026-03-312026-04-09

DCI DONALDSON INC18.9K shares474.61%2026-03-312026-04-09

FCN FTI CONSULTING INC9.1K sharesnew addition2026-03-312026-04-09

CNM CORE & MAIN INC32.2K shares734.33%2026-03-312026-04-09

Sponsored

ISHARES GOLD TR ISHARES GOLD TR17.9K sharesnew addition2026-03-312026-04-09

IEMG ISHARES INC22.4K shares527.84%2026-03-312026-04-09

DLTR DOLLAR TREE INC13.9K sharesnew addition2026-03-312026-04-09

CVCO CAVCO INDS INC DEL3.0K sharesnew addition2026-03-312026-04-09

PH PARKER-HANNIFIN CORP1.6K shares0.12%2026-03-312026-04-09

COF CAPITAL ONE FINL CORP8.0K sharesnew addition2026-03-312026-04-09

KO COCA COLA CO18.8K shares114.34%2026-03-312026-04-09

WFC WELLS FARGO & CO17.8K shares103.69%2026-03-312026-04-09

Sponsored

HAYW HAYWARD HLDGS INC104.6K sharesnew addition2026-03-312026-04-09

TER TERADYNE INC4.7K shares0.02%2026-03-312026-04-09

NSIT INSIGHT ENTERPRISES INC20.7K sharesnew addition2026-03-312026-04-09

HLI HOULIHAN LOKEY INC9.7K sharesnew addition2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS5.7K shares96.79%2026-03-312026-04-09

SPYG SPDR SERIES TRUST13.8K shares174.16%2026-03-312026-04-09

CITIGROUP INC CITIGROUP INC11.8K sharesnew addition2026-03-312026-04-09

ABBV ABBVIE INC6.1K shares2.59%2026-03-312026-04-09

Sponsored

NOW SERVICENOW INC12.6K shares0.62%2026-03-312026-04-09

HURN HURON CONSULTING GROUP INC10.3K sharesnew addition2026-03-312026-04-09

APAM ARTISAN PARTNERS ASSET MGMT36.0K shares0.00%2026-03-312026-04-09

MWA MUELLER WTR PRODS INC47.3K sharesnew addition2026-03-312026-04-09

MSA MSA SAFETY INC7.9K sharesnew addition2026-03-312026-04-09

TXN TEXAS INSTRS INC6.6K shares56.91%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION1.2K shares24.28%2026-03-312026-04-09

CVX CHEVRON CORPORATION5.9K sharesnew addition2026-03-312026-04-09

Sponsored

UPS UNITED PARCEL SVCS INC12.5K shares109.36%2026-03-312026-04-09

BIL SPDR SERIES TRUST13.2K sharesnew addition2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP2.0K shares270.58%2026-03-312026-04-09

CMI CUMMINS INC2.2K sharesnew addition2026-03-312026-04-09

ETR ENTERGY CORP NEW10.0K sharesnew addition2026-03-312026-04-09

PM PHILIP MORRIS INTL INC6.7K shares173.85%2026-03-312026-04-09

WMT WALMART INC8.8K shares4.00%2026-03-312026-04-09

JCI JOHNSON CONTROLS INTERNATION8.2K shares-24.70%2026-03-312026-04-09

Sponsored

SSD SIMPSON MFG INC6.2K shares389.14%2026-03-312026-04-09

FNDX SCHWAB STRATEGIC TR38.0K shares1.34%2026-03-312026-04-09

TSLA TESLA INC2.8K shares254.56%2026-03-312026-04-09

LPX LOUISIANA PAC CORP14.2K sharesnew addition2026-03-312026-04-09

EQAL INVESCO EXCH TRADED FD TR II18.8K shares0.45%2026-03-312026-04-09

MEDTRONIC PLC MEDTRONIC PLC11.7K shares257.87%2026-03-312026-04-09

IWO ISHARES TR3.2K shares24.36%2026-03-312026-04-09

VUG VANGUARD INDEX FDS2.3K shares-2.71%2026-03-312026-04-09

Sponsored

VTEB VANGUARD MUN BD FDS19.4K sharesnew addition2026-03-312026-04-09

ORCL ORACLE CORP6.4K shares34.89%2026-03-312026-04-09

PFE PFIZER INC33.4K shares2.61%2026-03-312026-04-09

SPYV SPDR SERIES TRUST16.5K sharesnew addition2026-03-312026-04-09

FBIN FORTUNE BRANDS INNOVATIONS I23.5K sharesnew addition2026-03-312026-04-09

BJ BJS WHSL CLUB HLDGS INC9.2K sharesnew addition2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC18.0K sharesnew addition2026-03-312026-04-09

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.6K sharesnew addition2026-03-312026-04-09

Sponsored

STM STMICROELECTRONICS N V25.0K shares0.00%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC5.7K sharesnew addition2026-03-312026-04-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.3K sharesnew addition2026-03-312026-04-09

IWS ISHARES TR5.6K shares94.78%2026-03-312026-04-09

IJS ISHARES TR6.9K shares0.17%2026-03-312026-04-09

DE DEERE & CO1.4K shares81.27%2026-03-312026-04-09

CME CME GROUP INC2.7K sharesnew addition2026-03-312026-04-09

NOC NORTHROP GRUMMAN CORP1.2K shares0.17%2026-03-312026-04-09

Sponsored

PBA PEMBINA PIPELINE CORP17.5K sharesnew addition2026-03-312026-04-09

AZO AUTOZONE INC229 sharesnew addition2026-03-312026-04-09

OKE ONEOK INC NEW8.3K sharesnew addition2026-03-312026-04-09

AIT APPLIED INDL TECHNOLOGIES IN2.8K sharesnew addition2026-03-312026-04-09

VB VANGUARD INDEX FDS2.9K shares0.14%2026-03-312026-04-09

FANG DIAMONDBACK ENERGY INC3.8K sharesnew addition2026-03-312026-04-09

VBK VANGUARD INDEX FDS2.5K shares0.61%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS11.6K shares52.00%2026-03-312026-04-09

Sponsored

PRU PRUDENTIAL FINL INC7.6K shares261.44%2026-03-312026-04-09

IWM ISHARES TR3.0K shares1.30%2026-03-312026-04-09

MA MASTERCARD INCORPORATED1.5K shares36.44%2026-03-312026-04-09

IWR ISHARES TR7.5K shares0.00%2026-03-312026-04-09

V VISA INC2.4K shares73.72%2026-03-312026-04-09

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-09

SO SOUTHERN CO7.3K sharesnew addition2026-03-312026-04-09

RB GLOBAL INC RB GLOBAL INC7.1K shares78.45%2026-03-312026-04-09

Sponsored

CTS CTS CORP14.3K sharesnew addition2026-03-312026-04-09

FBTC FIDELITY WISE ORIGIN BITCOIN11.5K sharesnew addition2026-03-312026-04-09

SCHM SCHWAB STRATEGIC TR21.9K shares0.00%2026-03-312026-04-09

ASML ASML HLDG NV503 sharesnew addition2026-03-312026-04-09

RBB FD INC RBB FD INC12.6K sharesnew addition2026-03-312026-04-09

RIO RIO TINTO PLC6.7K sharesnew addition2026-03-312026-04-09

MCS MARCUS CORP DEL36.4K shares0.00%2026-03-312026-04-09

CRH PLC CRH PLC5.9K sharesnew addition2026-03-312026-04-09

Sponsored

PG PROCTER & GAMBLE CO4.3K shares2.32%2026-03-312026-04-09

ES EVERSOURCE ENERGY8.9K sharesnew addition2026-03-312026-04-09

RTX RTX CORPORATION3.1K shares2.66%2026-03-312026-04-09

EFV ISHARES TR8.1K shares1.07%2026-03-312026-04-09

GBTC GRAYSCALE BITCOIN TRUST ETF11.2K shares0.00%2026-03-312026-04-09

IEFA ISHARES TR6.4K shares10.71%2026-03-312026-04-09

MO ALTRIA GROUP INC8.5K shares12.07%2026-03-312026-04-09

ADI ANALOG DEVICES INC1.7K shares8.83%2026-03-312026-04-09

Sponsored

MMM 3M CO3.8K shares3.61%2026-03-312026-04-09

VEU VANGUARD INTL EQUITY INDEX F7.2K shares2.37%2026-03-312026-04-09

VTV VANGUARD INDEX FDS2.8K sharesnew addition2026-03-312026-04-09

THE CIGNA GROUP THE CIGNA GROUP2.0K shares0.87%2026-03-312026-04-09

IWF ISHARES TR1.2K shares109.40%2026-03-312026-04-09

MAIN MAIN STR CAP CORP9.7K sharesnew addition2026-03-312026-04-09

ABT ABBOTT LABORATORIES4.8K shares20.20%2026-03-312026-04-09

CROWN CASTLE INC CROWN CASTLE INC6.0K sharesnew addition2026-03-312026-04-09

Sponsored

RHI ROBERT HALF INC.18.5K sharesnew addition2026-03-312026-04-09

FNDF SCHWAB STRATEGIC TR9.6K shares2.24%2026-03-312026-04-09

UNP UNION PAC CORP1.9K sharesnew addition2026-03-312026-04-09

XLU SELECT SECTOR SPDR TR10.1K shares7.01%2026-03-312026-04-09

DGRO ISHARES TR6.5K sharesnew addition2026-03-312026-04-09

GILD GILEAD SCIENCES INC3.3K shares31.32%2026-03-312026-04-09

SCHA SCHWAB STRATEGIC TR15.7K shares0.01%2026-03-312026-04-09

GWW WW GRAINGER INC413 shares0.00%2026-03-312026-04-09

Sponsored

SONY SONY GROUP CORP21.6K shares5.24%2026-03-312026-04-09

QCOM QUALCOMM INC3.3K shares9.87%2026-03-312026-04-09

NSC NORFOLK SOUTHN CORP1.5K shares0.34%2026-03-312026-04-09

BND VANGUARD BD INDEX FDS5.6K shares0.00%2026-03-312026-04-09

IWD ISHARES TR1.9K shares19.75%2026-03-312026-04-09

BLACKROCK INC BLACKROCK INC428 shares38.96%2026-03-312026-04-09

EEM ISHARES TR7.1K shares31.22%2026-03-312026-04-09

HON HONEYWELL INTL INC1.8K sharesnew addition2026-03-312026-04-09

Sponsored

NVO NOVO-NORDISK A S10.6K shares6.36%2026-03-312026-04-09

VOYA VOYA FINANCIAL INC5.5K sharesnew addition2026-03-312026-04-09

SBUX STARBUCKS CORP4.1K sharesnew addition2026-03-312026-04-09

PANW PALO ALTO NETWORKS INC2.2K sharesnew addition2026-03-312026-04-09

ORLY OREILLY AUTOMOTIVE INC3.8K shares4.64%2026-03-312026-04-09

NVT NVENT ELEC PLC2.9K shares0.00%2026-03-312026-04-09

KKR & CO INC KKR & CO INC3.7K sharesnew addition2026-03-312026-04-09

MUB ISHARES TR3.2K shares0.00%2026-03-312026-04-09

Sponsored

FI FISERV INC5.9K shares4.47%2026-03-312026-04-09

AMGN AMGEN INC917 shares3.50%2026-03-312026-04-09

TPL TEXAS PACIFIC LAND CORPORATI675 sharesnew addition2026-03-312026-04-09

ARKQ ARK ETF TR2.8K shares0.00%2026-03-312026-04-09

XOMA XOMA ROYALTY CORPORATION10.0K shares0.00%2026-03-312026-04-09

NEE NEXTERA ENERGY INC3.3K shares9.46%2026-03-312026-04-09

LNTH LANTHEUS HLDGS INC4.0K sharesnew addition2026-03-312026-04-09

PLXS PLEXUS CORP1.5K sharesnew addition2026-03-312026-04-09

Sponsored

WM WASTE MGMT INC DEL1.3K shares14.49%2026-03-312026-04-09

PTC PTC INC2.1K shares0.00%2026-03-312026-04-09

TJX TJX COS INC NEW1.8K sharesnew addition2026-03-312026-04-09

FDX FEDEX CORP821 shares0.61%2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR4.7K sharesnew addition2026-03-312026-04-09

ROST ROSS STORES INC1.3K sharesnew addition2026-03-312026-04-09

GIS GENERAL MILLS INC7.6K sharesnew addition2026-03-312026-04-09

SPDW SPDR INDEX SHS FDS6.2K shares0.00%2026-03-312026-04-09

Sponsored

BMY BRISTOL-MYERS SQUIBB CO4.6K sharesnew addition2026-03-312026-04-09

CRWD CROWDSTRIKE HLDGS INC712 sharesnew addition2026-03-312026-04-09

BFC BANK FIRST CORP2.0K shares0.00%2026-03-312026-04-09

VMC VULCAN MATLS CO1.0K shares0.40%2026-03-312026-04-09

MDYG SPDR SERIES TRUST2.8K shares0.04%2026-03-312026-04-09

PPL PPL CORP7.1K sharesnew addition2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFAC797 sharesnew addition2026-03-312026-04-09

LH LABCORP HOLDINGS INC1.0K shares0.60%2026-03-312026-04-09

Sponsored

IWN ISHARES TR1.4K shares0.07%2026-03-312026-04-09

DHI D R HORTON INC1.9K sharesnew addition2026-03-312026-04-09

TT TRANE TECHNOLOGIES PLC637 shares1.11%2026-03-312026-04-09

SNN SMITH & NEPHEW PLC8.3K shares0.00%2026-03-312026-04-09

NVS NOVARTIS AG1.7K sharesnew addition2026-03-312026-04-09

MOD MODINE MFG CO1.2K sharesnew addition2026-03-312026-04-09

VGT VANGUARD WORLD FD351 shares0.00%2026-03-312026-04-09

LOW LOWES COS INC1.0K shares1.00%2026-03-312026-04-09

Sponsored

MS MORGAN STANLEY1.4K shares6.71%2026-03-312026-04-09

SNEX STONEX GROUP INC2.9K sharesnew addition2026-03-312026-04-09

GNRC GENERAC HLDGS INC1.2K sharesnew addition2026-03-312026-04-09

IVE ISHARES TR1.1K shares0.37%2026-03-312026-04-09

BLACKSTONE INC BLACKSTONE INC2.0K sharesnew addition2026-03-312026-04-09

ITOT ISHARES TR1.6K shares0.00%2026-03-312026-04-09

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D119 sharesnew addition2026-03-312026-04-09

AMG AFFILIATED MANAGERS GROUP800 sharesnew addition2026-03-312026-04-09

Sponsored

MDYV SPDR SERIES TRUST2.6K shares0.08%2026-03-312026-04-09

SMH VANECK ETF TRUST573 shares-10.75%2026-03-312026-04-09

RSG REPUBLIC SVCS INC1.0K shares0.10%2026-03-312026-04-09

LYV LIVE NATION ENTERTAINMENT IN1.4K sharesnew addition2026-03-312026-04-09

AGG ISHARES TR2.1K shares0.72%2026-03-312026-04-09

MSTR STRATEGY INC1.6K sharesnew addition2026-03-312026-04-09

SIMO SILICON MOTION TECHNOLOGY CO1.8K sharesnew addition2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR1.5K shares0.00%2026-03-312026-04-09

Sponsored

DLR DIGITAL RLTY TR INC1.1K sharesnew addition2026-03-312026-04-09

G GENPACT LIMITED5.4K shares0.09%2026-03-312026-04-09

KSS KOHLS CORP10.4K shares0.00%2026-03-312026-04-09

AHCO ADAPTHEALTH CORP10.9K sharesnew addition2026-03-312026-04-09

HLMN HILLMAN SOLUTIONS CORP12.4K sharesnew addition2026-03-312026-04-09

LYG LLOYDS BANKING GROUP PLC10.5K sharesnew addition2026-03-312026-04-09

ROK

ROCKWELL AUTOMATION INC

-0.47%

Shares120.0K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

0.21%

Shares51.5K

Event2026-03-31

Filed2026-04-09

VOE

VANGUARD INDEX FDS

-0.08%

Shares146.0K

Event2026-03-31

Filed2026-04-09

WSC

WILLSCOT HLDGS CORP

28.01%

Shares1.2M

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

0.43%

Shares73.0K

Event2026-03-31

Filed2026-04-09

IWP

ISHARES TR

0.79%

Shares123.1K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

2.66%

Shares227.8K

Event2026-03-31

Filed2026-04-09

EFA

ISHARES TR

2.78%

Shares148.1K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

1.63%

Shares98.9K

Event2026-03-31

Filed2026-04-09

INFL

LISTED FDS TR

11.10%

Shares229.9K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

10.68%

Shares19.0K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

0.25%

Shares37.6K

Event2026-03-31

Filed2026-04-09

INVESCO EXCHANGE TRADED FD T

13.22%

Shares37.8K

Event2026-03-31

Filed2026-04-09

MDY

STATE STR SPDR S&P MIDCAP 40

1.46%

Shares10.9K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

6.92%

Shares30.7K

Event2026-03-31

Filed2026-04-09

TSI

TCW STRATEGIC INCOME FD INC

33.05%

Shares1.3M

Event2026-03-31

Filed2026-04-09

ARMK

ARAMARK

949.97%

Shares144.8K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

4.70%

Shares19.9K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

31.60%

Shares33.3K

Event2026-03-31

Filed2026-04-09

SOR

SOURCE CAPITAL

1.01%

Shares118.0K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

11.25%

Shares14.6K

Event2026-03-31

Filed2026-04-09

SCHW

SCHWAB CHARLES CORP

500.06%

Shares57.2K

Event2026-03-31

Filed2026-04-09

TCAF

T ROWE PRICE ETF INC

0.52%

Shares149.0K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

21.35%

Shares19.9K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

7.54%

Shares7.0K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

-5.71%

Shares14.3K

Event2026-03-31

Filed2026-04-09

INTC

INTEL CORP

-0.13%

Shares102.6K

Event2026-03-31

Filed2026-04-09

EFG

ISHARES TR

0.25%

Shares40.4K

Event2026-03-31

Filed2026-04-09

BKNG

BOOKING HOLDINGS INC

494.08%

Shares1.0K

Event2026-03-31

Filed2026-04-09

GOLDMAN SACHS GROUP INC

0.93%

Shares4.9K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

96.11%

Shares8.6K

Event2026-03-31

Filed2026-04-09

FERGUSON ENTERPRISES INC

426.16%

Shares17.4K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

2.78%

Shares18.4K

Event2026-03-31

Filed2026-04-09

WEC ENERGY GROUP INC

30.93%

Shares33.4K

Event2026-03-31

Filed2026-04-09

EATON CORP PLC

1.14%

Shares10.7K

Event2026-03-31

Filed2026-04-09

VXUS

VANGUARD STAR FDS

0.00%

Shares49.7K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

145.16%

Shares13.1K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

3.89%

Shares13.1K

Event2026-03-31

Filed2026-04-09

GLD

SPDR GOLD TR

0.17%

Shares8.7K

Event2026-03-31

Filed2026-04-09

AVY

AVERY DENNISON CORP

732.11%

Shares19.0K

Event2026-03-31

Filed2026-04-09

MICRON TECHNOLOGY INC

0.42%

Shares8.9K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

6.11%

Shares4.8K

Event2026-03-31

Filed2026-04-09