Sponsored
The Analysis of Diversified Trust Co's Holdings & P&L
Currently, Diversified Trust Co holds 1049 types of securities in its portfolio with a total value $5.4B. In the most recent quarter, they have increased their positions in VEU (+294.5K shares, valued at $22.1M), N/A (+21.3K shares, valued at $12.7M), N/A (+721.0K shares, valued at $9.4M); decreased their positions in N/A (-3.8M shares, valued at $56.1M), META (-10.6K shares, valued at $6.1M), MA (-10.4K shares, valued at $5.2M); initiated new positions in VIST (+68.6K shares, valued at $5.2M), N/A (+54.1K shares, valued at $4.7M), LPLA (+9.1K shares, valued at $2.7M).
1M P&L
+87.4M+2.24%
3M P&L
+131.7M+3.41%
HY P&L
+403.1M+11.22%
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/A1.2B
35.0%
2Beverages - Non-Alcoholic349.4M
10.1%
3Semiconductors180.2M
5.2%
Top Industries by Stock Count
1N/A161 stocks
17.3%
2Banks - Regional43 stocks
4.6%
3Software - Application36 stocks
3.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
DTC US ACTIVE EQUITY - WESTFIELD COM DTC US ACTIVE EQUITY - WESTFIELD COM12.5M shares6.10%2026-03-312026-04-16
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ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN34.6K sharesnew addition2026-03-312026-04-16
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TORTOISE CAPITAL SERIES TRUS TORTOISE CAPITAL SERIES TRUS60.3K sharesnew addition2026-03-312026-04-16
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VANGUARD INDEX FDS
2.40%VANGUARD INDEX FDS
Shares908.9K
Event2026-03-31
Filed2026-04-16
VEU
5.62%VANGUARD INTL EQUITY INDEX F
Shares5.5M
Event2026-03-31
Filed2026-04-16
INTL- ACADIAN - COM
1.03%INTL- ACADIAN - COM
Shares17.2M
Event2026-03-31
Filed2026-04-16
COKE
0.09%COCA COLA CONS INC
Shares1.5M
Event2026-03-31
Filed2026-04-16
INTL - LAZARD - COM
0.00%INTL - LAZARD - COM
Shares14.1M
Event2026-03-31
Filed2026-04-16
AAPL
2.80%APPLE INC
Shares698.4K
Event2026-03-31
Filed2026-04-16
DTC US ACTIVE EQUITY - WESTFIELD COM
6.10%DTC US ACTIVE EQUITY - WESTFIELD COM
Shares12.5M
Event2026-03-31
Filed2026-04-16
INTL - VONTOBEL - COM
0.00%INTL - VONTOBEL - COM
Shares8.8M
Event2026-03-31
Filed2026-04-16
INTL - CAUSEWAY - COM
-28.62%INTL - CAUSEWAY - COM
Shares9.5M
Event2026-03-31
Filed2026-04-16
SPY
-0.43%STATE STR SPDR S&P 500 ETF T
Shares182.3K
Event2026-03-31
Filed2026-04-16
NVDA
-0.07%NVIDIA CORPORATION
Shares671.4K
Event2026-03-31
Filed2026-04-16
VXF
0.59%VANGUARD INDEX FDS
Shares506.1K
Event2026-03-31
Filed2026-04-16
IEFA
0.19%ISHARES TR
Shares1.0M
Event2026-03-31
Filed2026-04-16
MSFT
0.46%MICROSOFT CORP
Shares234.1K
Event2026-03-31
Filed2026-04-16
ALPHABET INC
0.14%ALPHABET INC
Shares286.6K
Event2026-03-31
Filed2026-04-16
AMZN
12.92%AMAZON COM INC
Shares275.7K
Event2026-03-31
Filed2026-04-16
VTI
11.16%VANGUARD INDEX FDS
Shares162.2K
Event2026-03-31
Filed2026-04-16
BROADCOM INC
1.03%BROADCOM INC
Shares153.5K
Event2026-03-31
Filed2026-04-16
KO
-6.76%COCA COLA CO
Shares581.4K
Event2026-03-31
Filed2026-04-16
META
-12.65%META PLATFORMS INC
Shares73.4K
Event2026-03-31
Filed2026-04-16
IJH
-1.66%ISHARES TR
Shares551.0K
Event2026-03-31
Filed2026-04-16
VIG
0.21%VANGUARD SPECIALIZED FUNDS
Shares168.3K
Event2026-03-31
Filed2026-04-16
SGOV
19.46%ISHARES TR
Shares351.6K
Event2026-03-31
Filed2026-04-16
ALPHABET INC
9.21%ALPHABET INC
Shares122.8K
Event2026-03-31
Filed2026-04-16
BERKSHIRE HATHAWAY INC DEL
1.17%BERKSHIRE HATHAWAY INC DEL
Shares67.7K
Event2026-03-31
Filed2026-04-16
JPM
0.07%JPMORGAN CHASE & CO
Shares100.5K
Event2026-03-31
Filed2026-04-16
IVV
-7.02%ISHARES TR
Shares43.0K
Event2026-03-31
Filed2026-04-16
JNJ
-3.77%JOHNSON & JOHNSON
Shares109.7K
Event2026-03-31
Filed2026-04-16
LLY
15.07%ELI LILLY & CO
Shares27.2K
Event2026-03-31
Filed2026-04-16
V
-12.06%VISA INC
Shares82.0K
Event2026-03-31
Filed2026-04-16
AGG
2.35%ISHARES TR
Shares240.7K
Event2026-03-31
Filed2026-04-16
MERCK & CO INC
-2.67%MERCK & CO INC
Shares195.2K
Event2026-03-31
Filed2026-04-16
VTHR
0.02%VANGUARD SCOTTSDALE FDS
Shares80.2K
Event2026-03-31
Filed2026-04-16
TSM
8.80%TAIWAN SEMICONDUCTOR MANUFAC
Shares66.9K
Event2026-03-31
Filed2026-04-16
XOM
13.87%EXXON MOBIL CORP
Shares132.7K
Event2026-03-31
Filed2026-04-16
TSLA
-5.02%TESLA INC
Shares52.4K
Event2026-03-31
Filed2026-04-16
IWM
2.16%ISHARES TR
Shares72.0K
Event2026-03-31
Filed2026-04-16
LSV GLOBAL CONCENTRATED
13.65%LSV GLOBAL CONCENTRATED
Shares17.6M
Event2026-03-31
Filed2026-04-16
CB
-11.10%CHUBB LTD SWITZ
Shares53.2K
Event2026-03-31
Filed2026-04-16
KLAC
-3.14%KLA CORP
Shares11.6K
Event2026-03-31
Filed2026-04-16
PG
76.61%PROCTER & GAMBLE CO
Shares115.8K
Event2026-03-31
Filed2026-04-16
IMPERIAL METALS CORPORATION
0.00%IMPERIAL METALS CORPORATION
Shares2.9M
Event2026-03-31
Filed2026-04-16
GS
9.41%GOLDMAN SACHS GROUP INC
Shares18.4K
Event2026-03-31
Filed2026-04-16
ABBV
13.66%ABBVIE INC
Shares70.1K
Event2026-03-31
Filed2026-04-16
COST
0.47%COSTCO WHOLESALE CORPORATION
Shares15.3K
Event2026-03-31
Filed2026-04-16
UNH
11.23%UNITEDHEALTH GROUP INC
Shares52.8K
Event2026-03-31
Filed2026-04-16
EFA
-1.88%ISHARES TR
Shares146.0K
Event2026-03-31
Filed2026-04-16
CVX
44.00%CHEVRON CORPORATION
Shares67.8K
Event2026-03-31
Filed2026-04-16
PEP
15.13%PEPSICO INC
Shares89.1K
Event2026-03-31
Filed2026-04-16
VXUS
1.44%VANGUARD STAR FDS
Shares177.4K
Event2026-03-31
Filed2026-04-16
RY
-0.03%ROYAL BK CDA
Shares82.6K
Event2026-03-31
Filed2026-04-16
WMT
7.62%WALMART INC
Shares107.2K
Event2026-03-31
Filed2026-04-16
BAC
-14.75%BANK AMERICA CORP
Shares265.0K
Event2026-03-31
Filed2026-04-16
AXP
12.68%AMERICAN EXPRESS CO
Shares42.0K
Event2026-03-31
Filed2026-04-16
AMAT
20.30%APPLIED MATLS INC
Shares36.6K
Event2026-03-31
Filed2026-04-16
PM
31.89%PHILIP MORRIS INTL INC
Shares73.0K
Event2026-03-31
Filed2026-04-16
AMGN
-19.17%AMGEN INC
Shares32.6K
Event2026-03-31
Filed2026-04-16
GEV
18.15%GE VERNOVA INC
Shares12.4K
Event2026-03-31
Filed2026-04-16
CENCORA INC
0.70%CENCORA INC
Shares33.5K
Event2026-03-31
Filed2026-04-16
IWD
0.03%ISHARES TR
Shares48.4K
Event2026-03-31
Filed2026-04-16
MEDTRONIC PLC
0.54%MEDTRONIC PLC
Shares111.8K
Event2026-03-31
Filed2026-04-16
NFLX
37.86%NETFLIX INC.
Shares99.6K
Event2026-03-31
Filed2026-04-16
ABT
-2.16%ABBOTT LABORATORIES
Shares91.7K
Event2026-03-31
Filed2026-04-16
LOW
-2.67%LOWES COS INC
Shares39.6K
Event2026-03-31
Filed2026-04-16
TJX
5.39%TJX COS INC NEW
Shares57.5K
Event2026-03-31
Filed2026-04-16
IWF
-2.59%ISHARES TR
Shares21.5K
Event2026-03-31
Filed2026-04-16
RTX
1.60%RTX CORPORATION
Shares47.1K
Event2026-03-31
Filed2026-04-16
CL
10.16%COLGATE PALMOLIVE CO
Shares102.6K
Event2026-03-31
Filed2026-04-16
EBAY
3.52%EBAY INC.
Shares95.6K
Event2026-03-31
Filed2026-04-16
ASND
-12.05%ASCENDIS PHARMA A/S
Shares37.2K
Event2026-03-31
Filed2026-04-16
AZO
-23.39%AUTOZONE INC
Shares2.5K
Event2026-03-31
Filed2026-04-16
MS
0.24%MORGAN STANLEY
Shares51.0K
Event2026-03-31
Filed2026-04-16
GE AEROSPACE
-8.95%GE AEROSPACE
Shares29.4K
Event2026-03-31
Filed2026-04-16
IQV
-0.12%IQVIA HLDGS INC
Shares48.8K
Event2026-03-31
Filed2026-04-16
CAT
14.71%CATERPILLAR INC
Shares11.7K
Event2026-03-31
Filed2026-04-16
WAB
4.12%WABTEC
Shares33.0K
Event2026-03-31
Filed2026-04-16
HCA
1.20%HCA HEALTHCARE INC
Shares17.1K
Event2026-03-31
Filed2026-04-16
TFC
0.52%TRUIST FINL CORP
Shares167.8K
Event2026-03-31
Filed2026-04-16
HD
-7.13%HOME DEPOT INC
Shares23.4K
Event2026-03-31
Filed2026-04-16
QCOM
19.49%QUALCOMM INC
Shares59.3K
Event2026-03-31
Filed2026-04-16
LAM RESEARCH CORP
2.06%LAM RESEARCH CORP
Shares35.6K
Event2026-03-31
Filed2026-04-16
UNP
163.51%UNION PAC CORP
Shares30.4K
Event2026-03-31
Filed2026-04-16
INVESCO EXCHANGE TRADED FD T
20.84%INVESCO EXCHANGE TRADED FD T
Shares37.5K
Event2026-03-31
Filed2026-04-16
CCEP
96.38%COCA-COLA EUROPACIFIC PARTNE
Shares79.4K
Event2026-03-31
Filed2026-04-16
IWR
-6.32%ISHARES TR
Shares73.5K
Event2026-03-31
Filed2026-04-16
MU
-8.21%MICRON TECHNOLOGY INC
Shares21.1K
Event2026-03-31
Filed2026-04-16
QLTY
-6.88%GMO ETF TRUST
Shares193.1K
Event2026-03-31
Filed2026-04-16
BMY
-10.69%BRISTOL-MYERS SQUIBB CO
Shares112.8K
Event2026-03-31
Filed2026-04-16
FIX
-8.63%COMFORT SYS USA INC
Shares4.9K
Event2026-03-31
Filed2026-04-16
VEA
19.56%VANGUARD TAX-MANAGED FDS
Shares105.2K
Event2026-03-31
Filed2026-04-16
PPG
4.21%PPG INDS INC
Shares62.3K
Event2026-03-31
Filed2026-04-16
MMC
66.61%MARSH & MCLENNAN COS INC
Shares38.3K
Event2026-03-31
Filed2026-04-16
NTAP
5.33%NETAPP INC
Shares64.8K
Event2026-03-31
Filed2026-04-16
IWB
0.27%ISHARES TR
Shares18.3K
Event2026-03-31
Filed2026-04-16
PLTR
2.82%PALANTIR TECHNOLOGIES INC
Shares44.3K
Event2026-03-31
Filed2026-04-16
HWM
6.37%HOWMET AEROSPACE INC
Shares28.1K
Event2026-03-31
Filed2026-04-16
BKNG
1.59%BOOKING HOLDINGS INC
Shares1.5K
Event2026-03-31
Filed2026-04-16
DOX
42.53%AMDOCS LTD
Shares98.7K
Event2026-03-31
Filed2026-04-16
IBM
24.15%INTERNATIONAL BUSINESS MACHS
Shares26.5K
Event2026-03-31
Filed2026-04-16
AMP
2.09%AMERIPRISE FINL INC
Shares14.4K
Event2026-03-31
Filed2026-04-16
PFE
47.78%PFIZER INC
Shares226.2K
Event2026-03-31
Filed2026-04-16
OMC
-15.28%OMNICOM GROUP INC
Shares81.7K
Event2026-03-31
Filed2026-04-16
APOLLO GLOBAL MGMT INC
28.55%APOLLO GLOBAL MGMT INC
Shares54.6K
Event2026-03-31
Filed2026-04-16
ASML
-10.08%ASML HLDG NV
Shares4.6K
Event2026-03-31
Filed2026-04-16
CSCO
-10.12%CISCO SYS INC
Shares75.8K
Event2026-03-31
Filed2026-04-16
WFC
108.83%WELLS FARGO & CO
Shares73.7K
Event2026-03-31
Filed2026-04-16
LINDE PLC
208.13%LINDE PLC
Shares11.7K
Event2026-03-31
Filed2026-04-16
MGC
-15.04%VANGUARD WORLD FD
Shares24.5K
Event2026-03-31
Filed2026-04-16
MA
-47.54%MASTERCARD INCORPORATED
Shares11.5K
Event2026-03-31
Filed2026-04-16
CMCSA
-27.33%COMCAST CORP NEW
Shares197.9K
Event2026-03-31
Filed2026-04-16
GILD
-13.62%GILEAD SCIENCES INC
Shares40.5K
Event2026-03-31
Filed2026-04-16
ELV
-46.87%ELEVANCE HEALTH INC FORMERLY
Shares19.1K
Event2026-03-31
Filed2026-04-16
ORCL
-0.61%ORACLE CORP
Shares37.8K
Event2026-03-31
Filed2026-04-16
CMI
26.83%CUMMINS INC
Shares10.3K
Event2026-03-31
Filed2026-04-16
SYK
-14.58%STRYKER CORPORATION
Shares16.8K
Event2026-03-31
Filed2026-04-16
IVE
3.95%ISHARES TR
Shares25.9K
Event2026-03-31
Filed2026-04-16
INTU
35.87%INTUIT
Shares12.3K
Event2026-03-31
Filed2026-04-16
IVW
5.53%ISHARES TR
Shares47.0K
Event2026-03-31
Filed2026-04-16
VIST
NewVISTA ENERGY S.A.B. DE C.V.
Shares68.6K
Event2026-03-31
Filed2026-04-16
NEE
22.73%NEXTERA ENERGY INC
Shares55.5K
Event2026-03-31
Filed2026-04-16
VT
6.98%VANGUARD INTL EQUITY INDEX F
Shares37.0K
Event2026-03-31
Filed2026-04-16
AXON
20.85%AXON ENTERPRISE INC
Shares11.9K
Event2026-03-31
Filed2026-04-16
MCK
-1.82%MCKESSON CORP
Shares5.8K
Event2026-03-31
Filed2026-04-16
ANGLOGOLD ASHANTI PLC
57.25%ANGLOGOLD ASHANTI PLC
Shares51.6K
Event2026-03-31
Filed2026-04-16
FTAI AVIATION LTD
-9.19%FTAI AVIATION LTD
Shares20.4K
Event2026-03-31
Filed2026-04-16
TMO
-0.36%THERMO FISHER SCIENTIFIC INC
Shares10.1K
Event2026-03-31
Filed2026-04-16
CITIGROUP INC
-42.26%CITIGROUP INC
Shares43.5K
Event2026-03-31
Filed2026-04-16
ACWI
-0.00%ISHARES TR
Shares35.4K
Event2026-03-31
Filed2026-04-16
PH
41.86%PARKER-HANNIFIN CORP
Shares5.5K
Event2026-03-31
Filed2026-04-16
GSK PLC
1.01%GSK PLC
Shares88.0K
Event2026-03-31
Filed2026-04-16
BP
388.09%BP PLC
Shares103.0K
Event2026-03-31
Filed2026-04-16
VRT
68.72%VERTIV HOLDINGS CO
Shares19.2K
Event2026-03-31
Filed2026-04-16
LSV EMERGING MARKETS SMALL
8.08%LSV EMERGING MARKETS SMALL
Shares4.8M
Event2026-03-31
Filed2026-04-16
PINNACLE FINL PARTNERS INC
NewPINNACLE FINL PARTNERS INC
Shares54.1K
Event2026-03-31
Filed2026-04-16
TQQQ
0.00%PROSHARES TR
Shares110.0K
Event2026-03-31
Filed2026-04-16
AMD
-1.75%ADVANCED MICRO DEVICES INC
Shares22.4K
Event2026-03-31
Filed2026-04-16
T
-22.08%AT&T INC
Shares154.2K
Event2026-03-31
Filed2026-04-16
PLD
6.26%PROLOGIS INC.
Shares33.7K
Event2026-03-31
Filed2026-04-16
KMB
-26.67%KIMBERLY-CLARK CORP
Shares44.8K
Event2026-03-31
Filed2026-04-16
VLO
-11.60%VALERO ENERGY CORP
Shares17.0K
Event2026-03-31
Filed2026-04-16
UPRO
-14.00%PROSHARES TR
Shares43.0K
Event2026-03-31
Filed2026-04-16
BK
-2.22%BANK NEW YORK MELLON CORP
Shares34.7K
Event2026-03-31
Filed2026-04-16
PWR
10.14%QUANTA SVCS INC
Shares7.4K
Event2026-03-31
Filed2026-04-16
MMM
26.14%3M CO
Shares27.8K
Event2026-03-31
Filed2026-04-16
PSX
-23.25%PHILLIPS 66
Shares22.1K
Event2026-03-31
Filed2026-04-16
LMT
2.09%LOCKHEED MARTIN CORP
Shares6.6K
Event2026-03-31
Filed2026-04-16
EMR
-1.84%EMERSON ELEC CO
Shares30.6K
Event2026-03-31
Filed2026-04-16
ROST
32.57%ROSS STORES INC
Shares18.2K
Event2026-03-31
Filed2026-04-16
VTV
1.05%VANGUARD INDEX FDS
Shares20.1K
Event2026-03-31
Filed2026-04-16
INTC
2.29%INTEL CORP
Shares88.3K
Event2026-03-31
Filed2026-04-16
EATON CORP PLC
44.11%EATON CORP PLC
Shares10.8K
Event2026-03-31
Filed2026-04-16
VO
-4.70%VANGUARD INDEX FDS
Shares13.5K
Event2026-03-31
Filed2026-04-16
GEN DIGITAL INC
-7.57%GEN DIGITAL INC
Shares205.3K
Event2026-03-31
Filed2026-04-16
MPC
0.08%MARATHON PETE CORP
Shares15.7K
Event2026-03-31
Filed2026-04-16
NOC
39.21%NORTHROP GRUMMAN CORP
Shares5.6K
Event2026-03-31
Filed2026-04-16
HON
0.47%HONEYWELL INTL INC
Shares16.7K
Event2026-03-31
Filed2026-04-16
SPXC
12.74%SPX TECHNOLOGIES INC
Shares18.8K
Event2026-03-31
Filed2026-04-16
BLACKROCK INC
1.98%BLACKROCK INC
Shares3.9K
Event2026-03-31
Filed2026-04-16
BAP
404.05%CREDICORP LTD
Shares11.0K
Event2026-03-31
Filed2026-04-16
MAS
4.68%MASCO CORP
Shares60.0K
Event2026-03-31
Filed2026-04-16
NOW
-24.00%SERVICENOW INC
Shares34.4K
Event2026-03-31
Filed2026-04-16
ED
-22.00%CONSOLIDATED EDISON INC
Shares31.5K
Event2026-03-31
Filed2026-04-16
GWW
-7.24%WW GRAINGER INC
Shares3.2K
Event2026-03-31
Filed2026-04-16
ERIC
0.88%TELEFONAKTIEBOLAGET LM ERICS
Shares310.9K
Event2026-03-31
Filed2026-04-16
FDX
-1.76%FEDEX CORP
Shares9.8K
Event2026-03-31
Filed2026-04-16
AMT
-15.01%AMERICAN TOWER CORP
Shares20.1K
Event2026-03-31
Filed2026-04-16
RMBS
40.58%RAMBUS INC DEL
Shares39.9K
Event2026-03-31
Filed2026-04-16
MLM
0.23%MARTIN MARIETTA MATLS INC
Shares5.7K
Event2026-03-31
Filed2026-04-16
GLW
-3.66%CORNING INC
Shares24.6K
Event2026-03-31
Filed2026-04-16
MARVELL TECHNOLOGY INC
3.21%MARVELL TECHNOLOGY INC
Shares33.3K
Event2026-03-31
Filed2026-04-16
FLS
-7.92%FLOWSERVE CORP
Shares44.5K
Event2026-03-31
Filed2026-04-16
BBIO
12.17%BRIDGEBIO PHARMA INC
Shares44.0K
Event2026-03-31
Filed2026-04-16
DOW
80.46%DOW HLDGS INC
Shares77.2K
Event2026-03-31
Filed2026-04-16
MAR
-8.89%MARRIOTT INTL INC NEW
Shares9.7K
Event2026-03-31
Filed2026-04-16
IJR
-14.12%ISHARES TR
Shares25.2K
Event2026-03-31
Filed2026-04-16
CCL
4.81%CARNIVAL CORP
Shares121.1K
Event2026-03-31
Filed2026-04-16
GENERAL DYNAMICS CORP
-7.13%GENERAL DYNAMICS CORP
Shares9.0K
Event2026-03-31
Filed2026-04-16
VWO
-12.39%VANGUARD INTL EQUITY INDEX F
Shares57.0K
Event2026-03-31
Filed2026-04-16
AON PLC
-27.84%AON PLC
Shares9.5K
Event2026-03-31
Filed2026-04-16
CARE
0.08%CARTER BANKSHARES INC
Shares131.5K
Event2026-03-31
Filed2026-04-16
VUG
14.92%VANGUARD INDEX FDS
Shares7.0K
Event2026-03-31
Filed2026-04-16
VTR
766.08%VENTAS INC
Shares36.7K
Event2026-03-31
Filed2026-04-16
VB
7.62%VANGUARD INDEX FDS
Shares11.4K
Event2026-03-31
Filed2026-04-16
MCD
-2.72%MCDONALDS CORP
Shares9.6K
Event2026-03-31
Filed2026-04-16
MSI
-2.44%MOTOROLA SOLUTIONS INC
Shares6.9K
Event2026-03-31
Filed2026-04-16
SNOW
40.57%SNOWFLAKE INC
Shares19.6K
Event2026-03-31
Filed2026-04-16
VYM
0.00%VANGUARD WHITEHALL FDS
Shares19.9K
Event2026-03-31
Filed2026-04-16
CRM
-6.74%SALESFORCE INC
Shares15.8K
Event2026-03-31
Filed2026-04-16
VEEV
32.24%VEEVA SYS INC
Shares16.7K
Event2026-03-31
Filed2026-04-16
ROCHE HLDGS AG BASEL
0.76%ROCHE HLDGS AG BASEL
Shares59.4K
Event2026-03-31
Filed2026-04-16
STRL
10.43%STERLING INFRASTRUCTURE INC
Shares7.1K
Event2026-03-31
Filed2026-04-16
ADP
-7.00%AUTOMATIC DATA PROCESSING IN
Shares14.3K
Event2026-03-31
Filed2026-04-16
CTVA
14.93%CORTEVA INC
Shares34.6K
Event2026-03-31
Filed2026-04-16
TTMI
12.14%TTM TECHNOLOGIES INC
Shares29.3K
Event2026-03-31
Filed2026-04-16
BDX
1387.77%BECTON DICKINSON & CO
Shares18.0K
Event2026-03-31
Filed2026-04-16
RSG
0.42%REPUBLIC SVCS INC
Shares12.9K
Event2026-03-31
Filed2026-04-16
SEIC
5.29%SEI INVTS CO
Shares35.5K
Event2026-03-31
Filed2026-04-16
AEP
-0.69%AMERICAN ELEC PWR CO INC
Shares21.0K
Event2026-03-31
Filed2026-04-16
LPLA
NewLPL FINL HLDGS INC
Shares9.1K
Event2026-03-31
Filed2026-04-16
ADBE
1.66%ADOBE INC
Shares11.2K
Event2026-03-31
Filed2026-04-16
MDY
-4.16%STATE STR SPDR S&P MIDCAP 40
Shares4.4K
Event2026-03-31
Filed2026-04-16
SRE
426.35%SEMPRA
Shares27.8K
Event2026-03-31
Filed2026-04-16
SATS
0.37%ECHOSTAR CORP
Shares22.8K
Event2026-03-31
Filed2026-04-16
ARISTA NETWORKS INC
-4.13%ARISTA NETWORKS INC
Shares21.8K
Event2026-03-31
Filed2026-04-16
FIHL
0.00%FIDELIS INSURANCE HOLDINGS L
Shares138.9K
Event2026-03-31
Filed2026-04-16
TT
2.13%TRANE TECHNOLOGIES PLC
Shares6.3K
Event2026-03-31
Filed2026-04-16
SCHF
34.71%SCHWAB STRATEGIC TR
Shares104.6K
Event2026-03-31
Filed2026-04-16
GM
-14.83%GENERAL MTRS CO
Shares34.5K
Event2026-03-31
Filed2026-04-16
TXN
-3.73%TEXAS INSTRS INC
Shares13.2K
Event2026-03-31
Filed2026-04-16
ESGD
-0.39%ISHARES TR
Shares26.7K
Event2026-03-31
Filed2026-04-16
SPYG
0.35%SPDR SERIES TRUST
Shares26.1K
Event2026-03-31
Filed2026-04-16
NTNX
31.64%NUTANIX INC
Shares66.5K
Event2026-03-31
Filed2026-04-16
SYY
NewSYSCO CORP
Shares35.0K
Event2026-03-31
Filed2026-04-16
ITT INC
NewITT INC
Shares13.0K
Event2026-03-31
Filed2026-04-16
ESGU
0.00%ISHARES TR
Shares17.3K
Event2026-03-31
Filed2026-04-16
PEN
0.00%PENUMBRA INC
Shares7.4K
Event2026-03-31
Filed2026-04-16
APG
14.14%API GROUP CORP
Shares60.1K
Event2026-03-31
Filed2026-04-16
ADI
36.80%ANALOG DEVICES INC
Shares7.5K
Event2026-03-31
Filed2026-04-16
BE
260.54%BLOOM ENERGY CORP
Shares17.5K
Event2026-03-31
Filed2026-04-16
ACCENTURE PLC IRELAND
-1.35%ACCENTURE PLC IRELAND
Shares11.9K
Event2026-03-31
Filed2026-04-16
LNG
403.20%CHENIERE ENERGY INC
Shares8.3K
Event2026-03-31
Filed2026-04-16
COEUR MNG INC
30.03%COEUR MNG INC
Shares125.7K
Event2026-03-31
Filed2026-04-16
BA
73.91%BOEING CO
Shares11.8K
Event2026-03-31
Filed2026-04-16
SANM
11.97%SANMINA CORP
Shares18.0K
Event2026-03-31
Filed2026-04-16
BCS
-10.78%BARCLAYS PLC
Shares109.7K
Event2026-03-31
Filed2026-04-16
PSTG
65.45%EVERPURE INC
Shares39.1K
Event2026-03-31
Filed2026-04-16
ARES
-3.80%ARES MANAGEMENT CORPORATION
Shares20.9K
Event2026-03-31
Filed2026-04-16
SCHW
116.16%SCHWAB CHARLES CORP
Shares23.9K
Event2026-03-31
Filed2026-04-16
SNPS
30.74%SYNOPSYS INC
Shares5.7K
Event2026-03-31
Filed2026-04-16
CRDO
29.45%CREDO TECHNOLOGY GROUP HOLDI
Shares23.5K
Event2026-03-31
Filed2026-04-16
DIS
13.42%DISNEY WALT CO
Shares22.9K
Event2026-03-31
Filed2026-04-16
KORE GROUP HLDGS INC
-3.52%KORE GROUP HLDGS INC
Shares243.8K
Event2026-03-31
Filed2026-04-16
ARROWHEAD PHARMACEUTICALS IN
NewARROWHEAD PHARMACEUTICALS IN
Shares34.6K
Event2026-03-31
Filed2026-04-16
BPOP
0.00%POPULAR INC
Shares16.1K
Event2026-03-31
Filed2026-04-16
FLR
10.61%FLUOR CORP
Shares46.3K
Event2026-03-31
Filed2026-04-16
UBER
-9.81%UBER TECHNOLOGIES INC
Shares30.0K
Event2026-03-31
Filed2026-04-16
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares3
Event2026-03-31
Filed2026-04-16
FTI
65.23%TECHNIPFMC PLC
Shares31.1K
Event2026-03-31
Filed2026-04-16
EOG
225.94%EOG RES INC
Shares14.8K
Event2026-03-31
Filed2026-04-16
ROCKET LAB CORP
NewROCKET LAB CORP
Shares33.1K
Event2026-03-31
Filed2026-04-16
CTAS
-43.67%CINTAS CORP
Shares12.5K
Event2026-03-31
Filed2026-04-16
DFIC
0.00%DIMENSIONAL ETF TRUST
Shares59.4K
Event2026-03-31
Filed2026-04-16
IEMG
15.47%ISHARES INC
Shares30.0K
Event2026-03-31
Filed2026-04-16
TMUS
23.76%T-MOBILE US INC
Shares9.9K
Event2026-03-31
Filed2026-04-16
NEM
-34.04%NEWMONT CORP
Shares19.1K
Event2026-03-31
Filed2026-04-16
USMV
-6.96%ISHARES TR
Shares22.3K
Event2026-03-31
Filed2026-04-16
VICI
NewVICI PPTYS INC
Shares74.8K
Event2026-03-31
Filed2026-04-16
BVN
NewCOMPANIA DE MINAS BUENAVENTU
Shares56.5K
Event2026-03-31
Filed2026-04-16
ISRG
-29.32%INTUITIVE SURGICAL INC
Shares4.4K
Event2026-03-31
Filed2026-04-16
ESAB
4.37%ESAB CORPORATION
Shares20.8K
Event2026-03-31
Filed2026-04-16
MSA
-14.40%MSA SAFETY INC
Shares12.2K
Event2026-03-31
Filed2026-04-16
OEF
-6.43%ISHARES TR
Shares6.3K
Event2026-03-31
Filed2026-04-16
FTNT
22.83%FORTINET INC
Shares24.3K
Event2026-03-31
Filed2026-04-16
NESTLE S A
32.42%NESTLE S A
Shares20.2K
Event2026-03-31
Filed2026-04-16
ROKU
1.44%ROKU INC
Shares20.9K
Event2026-03-31
Filed2026-04-16
GRMN
2.97%GARMIN LTD
Shares8.5K
Event2026-03-31
Filed2026-04-16
AAON
16.16%AAON INC
Shares23.8K
Event2026-03-31
Filed2026-04-16
PANW
7.08%PALO ALTO NETWORKS INC
Shares12.2K
Event2026-03-31
Filed2026-04-16
MELI
125.80%MERCADOLIBRE INC
Shares1.1K
Event2026-03-31
Filed2026-04-16
ENB
-0.64%ENBRIDGE INC
Shares36.0K
Event2026-03-31
Filed2026-04-16
MNST
2.23%MONSTER BEVERAGE CORP NEW
Shares26.8K
Event2026-03-31
Filed2026-04-16
ALKS
11.93%ALKERMES PLC
Shares54.9K
Event2026-03-31
Filed2026-04-16
REGN
-27.61%REGENERON PHARMACEUTICALS
Shares2.5K
Event2026-03-31
Filed2026-04-16
HST
335.69%HOST HOTELS & RESORTS INC
Shares100.9K
Event2026-03-31
Filed2026-04-16
ALLE
-3.01%ALLEGION PLC
Shares13.1K
Event2026-03-31
Filed2026-04-16
LDOS
106.41%LEIDOS HOLDINGS INC
Shares12.2K
Event2026-03-31
Filed2026-04-16
MET
-13.97%METLIFE INC
Shares26.9K
Event2026-03-31
Filed2026-04-16
WWD
0.23%WOODWARD INC
Shares5.3K
Event2026-03-31
Filed2026-04-16
DELL
3.86%DELL TECHNOLOGIES INC
Shares11.5K
Event2026-03-31
Filed2026-04-16
PCG
37.18%PG&E CORP
Shares107.4K
Event2026-03-31
Filed2026-04-16
CFG
181.03%CITIZENS FINL GROUP INC
Shares31.3K
Event2026-03-31
Filed2026-04-16
APH
-17.44%AMPHENOL CORP
Shares14.8K
Event2026-03-31
Filed2026-04-16
COWZ
-10.17%PACER FDS TR
Shares29.4K
Event2026-03-31
Filed2026-04-16
FAST
20.92%FASTENAL CO
Shares39.6K
Event2026-03-31
Filed2026-04-16
SCCO
29.87%SOUTHERN COPPER CORP
Shares10.6K
Event2026-03-31
Filed2026-04-16
TW
37.70%TRADEWEB MKTS INC
Shares15.3K
Event2026-03-31
Filed2026-04-16
KNSL
1.87%KINSALE CAP GROUP INC
Shares5.2K
Event2026-03-31
Filed2026-04-16
HDB
0.20%HDFC BANK LTD
Shares71.7K
Event2026-03-31
Filed2026-04-16
SW
-24.32%SMURFIT WESTROCK PLC
Shares44.8K
Event2026-03-31
Filed2026-04-16
CFR
-6.67%CULLEN FROST BANKERS INC
Shares12.9K
Event2026-03-31
Filed2026-04-16
AYI
1.61%ACUITY INC
Shares6.3K
Event2026-03-31
Filed2026-04-16
OXY
NewOCCIDENTAL PETE CORP
Shares27.0K
Event2026-03-31
Filed2026-04-16
SO
1.76%SOUTHERN CO
Shares18.2K
Event2026-03-31
Filed2026-04-16
COHERENT CORP
-48.58%COHERENT CORP
Shares7.4K
Event2026-03-31
Filed2026-04-16
FCX
18.24%FREEPORT MCMORAN INC
Shares29.6K
Event2026-03-31
Filed2026-04-16
WFRD
19.64%WEATHERFORD INTL PLC
Shares18.4K
Event2026-03-31
Filed2026-04-16
ACIO
0.00%ETF SER SOLUTIONS
Shares41.4K
Event2026-03-31
Filed2026-04-16
EXPE
1.48%EXPEDIA GROUP INC
Shares7.4K
Event2026-03-31
Filed2026-04-16
EA
-30.44%ELECTRONIC ARTS INC
Shares8.4K
Event2026-03-31
Filed2026-04-16
FIRST CTZNS BANCSHARES INC D
-3.30%FIRST CTZNS BANCSHARES INC D
Shares908
Event2026-03-31
Filed2026-04-16
HUBS
139.30%HUBSPOT INC
Shares7.0K
Event2026-03-31
Filed2026-04-16
SCHB
87.29%SCHWAB STRATEGIC TR
Shares68.1K
Event2026-03-31
Filed2026-04-16
SLYV
0.00%SPDR SERIES TRUST
Shares18.1K
Event2026-03-31
Filed2026-04-16
MMSI
9.50%MERIT MED SYS INC
Shares24.7K
Event2026-03-31
Filed2026-04-16
SCHO
0.64%SCHWAB STRATEGIC TR
Shares70.2K
Event2026-03-31
Filed2026-04-16
TORTOISE CAPITAL SERIES TRUS
NewTORTOISE CAPITAL SERIES TRUS
Shares60.3K
Event2026-03-31
Filed2026-04-16
WMB
27.00%WILLIAMS COS INC
Shares23.3K
Event2026-03-31
Filed2026-04-16
CAH
1.29%CARDINAL HEALTH INC
Shares8.0K
Event2026-03-31
Filed2026-04-16
CAVA
-2.31%CAVA GROUP INC
Shares20.9K
Event2026-03-31
Filed2026-04-16
EQIX
3.82%EQUINIX INC
Shares1.7K
Event2026-03-31
Filed2026-04-16
WH
-11.86%WYNDHAM HOTELS & RESORTS INC
Shares20.6K
Event2026-03-31
Filed2026-04-16
HTHT
NewH WORLD GROUP LTD
Shares33.3K
Event2026-03-31
Filed2026-04-16
IBOC
12.33%INTERNATIONAL BANCSHARES COR
Shares24.9K
Event2026-03-31
Filed2026-04-16
HLNE
22.36%HAMILTON LANE INC
Shares16.8K
Event2026-03-31
Filed2026-04-16
FND
51.87%FLOOR & DECOR HLDGS INC
Shares32.4K
Event2026-03-31
Filed2026-04-16
SCHG
0.01%SCHWAB STRATEGIC TR
Shares56.5K
Event2026-03-31
Filed2026-04-16
CBSH
99.11%COMMERCE BANCSHARES INC
Shares33.4K
Event2026-03-31
Filed2026-04-16
DIMENSIONAL INVT GROUP INC
0.00%DIMENSIONAL INVT GROUP INC
Shares54.4K
Event2026-03-31
Filed2026-04-16
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares8.3K
Event2026-03-31
Filed2026-04-16
HBAN
NewHUNTINGTON BANCSHARES INC
Shares104.7K
Event2026-03-31
Filed2026-04-16
COIN
388.29%COINBASE GLOBAL INC
Shares9.4K
Event2026-03-31
Filed2026-04-16
SPTM
0.01%SPDR SERIES TRUST
Shares20.6K
Event2026-03-31
Filed2026-04-16
JCI
289.81%JOHNSON CONTROLS INTERNATION
Shares12.4K
Event2026-03-31
Filed2026-04-16
RB GLOBAL INC
-42.32%RB GLOBAL INC
Shares16.8K
Event2026-03-31
Filed2026-04-16
EW
-45.74%EDWARDS LIFESCIENCES CORP
Shares20.1K
Event2026-03-31
Filed2026-04-16
VZ
44.50%VERIZON COMMUNICATIONS INC
Shares32.0K
Event2026-03-31
Filed2026-04-16
DUKE ENERGY CORP NEW
-7.98%DUKE ENERGY CORP NEW
Shares12.2K
Event2026-03-31
Filed2026-04-16
KEY
NewKEYCORP
Shares79.5K
Event2026-03-31
Filed2026-04-16
NSC
-0.66%NORFOLK SOUTHN CORP
Shares5.6K
Event2026-03-31
Filed2026-04-16
VLUE
-10.00%ISHARES TR
Shares11.2K
Event2026-03-31
Filed2026-04-16
SM
52.79%SM ENERGY COMPANY
Shares50.9K
Event2026-03-31
Filed2026-04-16
DE
2.67%DEERE & CO
Shares2.8K
Event2026-03-31
Filed2026-04-16
CIEN
-16.11%CIENA CORP
Shares4.1K
Event2026-03-31
Filed2026-04-16
CW
0.13%CURTISS WRIGHT CORP
Shares2.3K
Event2026-03-31
Filed2026-04-16
MO
14.88%ALTRIA GROUP INC
Shares23.8K
Event2026-03-31
Filed2026-04-16
NMIH
13.74%NMI HLDGS INC
Shares41.7K
Event2026-03-31
Filed2026-04-16
ALLY
-50.17%ALLY FINL INC
Shares39.8K
Event2026-03-31
Filed2026-04-16
COP
-2.23%CONOCOPHILLIPS
Shares11.8K
Event2026-03-31
Filed2026-04-16
RNR
-19.30%RENAISSANCERE HLDGS LTD
Shares5.2K
Event2026-03-31
Filed2026-04-16
COF
-0.02%CAPITAL ONE FINL CORP
Shares8.4K
Event2026-03-31
Filed2026-04-16
MCO
-49.29%MOODYS CORP
Shares3.5K
Event2026-03-31
Filed2026-04-16
URBN
12.35%URBAN OUTFITTERS INC
Shares24.3K
Event2026-03-31
Filed2026-04-16
ISHARES GOLD TR
0.58%ISHARES GOLD TR
Shares17.4K
Event2026-03-31
Filed2026-04-16
SCHD
0.14%SCHWAB STRATEGIC TR
Shares49.4K
Event2026-03-31
Filed2026-04-16
WM
2.53%WASTE MGMT INC DEL
Shares6.6K
Event2026-03-31
Filed2026-04-16
MSCI
-18.32%MSCI INC
Shares2.8K
Event2026-03-31
Filed2026-04-16
AME
-7.50%AMETEK INC
Shares6.9K
Event2026-03-31
Filed2026-04-16
ACGL
11.53%ARCH CAP GROUP LTD
Shares15.3K
Event2026-03-31
Filed2026-04-16
SHEL
53.36%SHELL PLC
Shares15.5K
Event2026-03-31
Filed2026-04-16
CRH PLC
-23.01%CRH PLC
Shares13.7K
Event2026-03-31
Filed2026-04-16
EPD
9.07%ENTERPRISE PRODS PARTNERS L
Shares38.1K
Event2026-03-31
Filed2026-04-16
ADX
2.02%ADAMS DIVERSIFIED EQUITY FD
Shares65.4K
Event2026-03-31
Filed2026-04-16
CHKP
-0.85%CHECK POINT SOFTWARE TECH LT
Shares9.9K
Event2026-03-31
Filed2026-04-16
SCHE
-41.35%SCHWAB STRATEGIC TR
Shares42.8K
Event2026-03-31
Filed2026-04-16
CG
-31.53%CARLYLE GROUP INC
Shares29.1K
Event2026-03-31
Filed2026-04-16
XYL
-3.58%XYLEM INC
Shares11.7K
Event2026-03-31
Filed2026-04-16
UTHR
-6.87%UNITED THERAPEUTICS CORP DEL
Shares2.4K
Event2026-03-31
Filed2026-04-16
ZM
-35.21%ZOOM COMMUNICATIONS INC
Shares17.4K
Event2026-03-31
Filed2026-04-16
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares29.3K
Event2026-03-31
Filed2026-04-16
TKR
NewTIMKEN CO
Shares13.7K
Event2026-03-31
Filed2026-04-16
SFM
38.33%SPROUTS FMRS MKT INC
Shares17.8K
Event2026-03-31
Filed2026-04-16
BIO
-39.80%BIO RAD LABS INC
Shares4.9K
Event2026-03-31
Filed2026-04-16
AKAM
-43.81%AKAMAI TECHNOLOGIES INC
Shares11.8K
Event2026-03-31
Filed2026-04-16
JPST
-31.24%J P MORGAN EXCHANGE TRADED F
Shares26.7K
Event2026-03-31
Filed2026-04-16
CELH
228.91%CELSIUS HLDGS INC
Shares38.0K
Event2026-03-31
Filed2026-04-16
HLT
-27.91%HILTON WORLDWIDE HLDGS INC
Shares4.4K
Event2026-03-31
Filed2026-04-16
WDC
2.39%WESTERN DIGITAL CORP
Shares5.0K
Event2026-03-31
Filed2026-04-16
ORLY
-10.63%OREILLY AUTOMOTIVE INC
Shares14.6K
Event2026-03-31
Filed2026-04-16
TNL
0.71%TRAVEL PLUS LEISURE CO
Shares19.4K
Event2026-03-31
Filed2026-04-16
BLACKSTONE INC
-13.92%BLACKSTONE INC
Shares11.7K
Event2026-03-31
Filed2026-04-16
IEX
-11.22%IDEX CORP
Shares7.1K
Event2026-03-31
Filed2026-04-16
LIVN
12.30%LIVANOVA PLC
Shares21.0K
Event2026-03-31
Filed2026-04-16
AIT
NewAPPLIED INDL TECHNOLOGIES IN
Shares5.0K
Event2026-03-31
Filed2026-04-16
URI
0.44%UNITED RENTALS INC
Shares1.8K
Event2026-03-31
Filed2026-04-16
INCY
0.21%INCYTE CORP
Shares14.2K
Event2026-03-31
Filed2026-04-16
ZTS
-19.76%ZOETIS INC
Shares11.3K
Event2026-03-31
Filed2026-04-16
MTD
-11.95%METTLER TOLEDO INTERNATIONAL
Shares1.1K
Event2026-03-31
Filed2026-04-16
VONG
6.58%VANGUARD SCOTTSDALE FDS
Shares12.0K
Event2026-03-31
Filed2026-04-16
SPGI
231.02%S&P GLOBAL INC
Shares3.1K
Event2026-03-31
Filed2026-04-16
CRUS
1.13%CIRRUS LOGIC INC
Shares9.1K
Event2026-03-31
Filed2026-04-16
VIPS
0.00%VIPSHOP HLDGS LTD
Shares83.4K
Event2026-03-31
Filed2026-04-16
ZETA
161.16%ZETA GLOBAL HOLDINGS CORP
Shares82.3K
Event2026-03-31
Filed2026-04-16
CPA
NewCOPA HOLDINGS SA
Shares11.5K
Event2026-03-31
Filed2026-04-16
TRV
-62.33%TRAVELERS COMPANIES INC
Shares4.5K
Event2026-03-31
Filed2026-04-16
DIMENSIONAL INVT GROUP INC
0.00%DIMENSIONAL INVT GROUP INC
Shares30.2K
Event2026-03-31
Filed2026-04-16
LAMR
NewLAMAR ADVERTISING CO
Shares10.3K
Event2026-03-31
Filed2026-04-16
MTDR
NewMATADOR RES CO
Shares20.6K
Event2026-03-31
Filed2026-04-16
SNDK
NewSANDISK CORP
Shares2.0K
Event2026-03-31
Filed2026-04-16
GTLB
14.84%GITLAB INC
Shares59.9K
Event2026-03-31
Filed2026-04-16
TPL
NewTEXAS PACIFIC LAND CORPORATI
Shares2.7K
Event2026-03-31
Filed2026-04-16
DFAX
0.00%DIMENSIONAL ETF TRUST
Shares38.1K
Event2026-03-31
Filed2026-04-16
NOVT
4.40%NOVANTA INC
Shares10.9K
Event2026-03-31
Filed2026-04-16
MDB
-8.84%MONGODB INC
Shares5.2K
Event2026-03-31
Filed2026-04-16
ADSK
31.89%AUTODESK INC
Shares5.4K
Event2026-03-31
Filed2026-04-16
TER
0.46%TERADYNE INC
Shares4.3K
Event2026-03-31
Filed2026-04-16
MDLZ
-7.39%MONDELEZ INTL INC
Shares22.0K
Event2026-03-31
Filed2026-04-16
WING
-8.40%WINGSTOP INC
Shares8.2K
Event2026-03-31
Filed2026-04-16
PTCT
6.69%PTC THERAPEUTICS INC
Shares18.6K
Event2026-03-31
Filed2026-04-16
BSX
252.88%BOSTON SCIENTIFIC CORP
Shares20.1K
Event2026-03-31
Filed2026-04-16
APP
-6.18%APPLOVIN CORP
Shares3.2K
Event2026-03-31
Filed2026-04-16
COOPER COS INC
5.81%COOPER COS INC
Shares17.6K
Event2026-03-31
Filed2026-04-16
NTRS
95.52%NORTHERN TR CORP
Shares9.0K
Event2026-03-31
Filed2026-04-16
XLE
-19.87%SELECT SECTOR SPDR TR
Shares20.5K
Event2026-03-31
Filed2026-04-16
USXF
0.35%ISHARES TR
Shares22.7K
Event2026-03-31
Filed2026-04-16
CSL
16.92%CARLISLE COS INC
Shares3.7K
Event2026-03-31
Filed2026-04-16
SSO
0.00%PROSHARES TR
Shares24.0K
Event2026-03-31
Filed2026-04-16
SHOP
1.34%SHOPIFY INC
Shares10.5K
Event2026-03-31
Filed2026-04-16
SCHK
0.00%SCHWAB STRATEGIC TR
Shares39.6K
Event2026-03-31
Filed2026-04-16
ATLASSIAN CORPORATION
-26.38%ATLASSIAN CORPORATION
Shares18.0K
Event2026-03-31
Filed2026-04-16
AROC
18.55%ARCHROCK INC
Shares35.4K
Event2026-03-31
Filed2026-04-16
OSCV
0.00%ETF SER SOLUTIONS
Shares31.0K
Event2026-03-31
Filed2026-04-16
FUTU
-19.63%FUTU HLDGS LTD
Shares8.9K
Event2026-03-31
Filed2026-04-16
IWO
6.99%ISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-04-16
ESNT
8.95%ESSENT GROUP LTD
Shares20.6K
Event2026-03-31
Filed2026-04-16
SCHX
-0.06%SCHWAB STRATEGIC TR
Shares46.8K
Event2026-03-31
Filed2026-04-16
PNC
46.55%PNC FINL SVCS GROUP INC
Shares5.8K
Event2026-03-31
Filed2026-04-16
RGEN
-23.86%REPLIGEN CORP
Shares10.2K
Event2026-03-31
Filed2026-04-16
GDDY
59.20%GODADDY INC
Shares14.4K
Event2026-03-31
Filed2026-04-16
SSD
3.80%SIMPSON MFG INC
Shares6.9K
Event2026-03-31
Filed2026-04-16
TSCO
361.28%TRACTOR SUPPLY CO
Shares26.2K
Event2026-03-31
Filed2026-04-16
FSS
12.13%FEDERAL SIGNAL CORP
Shares10.9K
Event2026-03-31
Filed2026-04-16
POR
25.03%PORTLAND GEN ELEC CO
Shares22.3K
Event2026-03-31
Filed2026-04-16
SXI
-2.05%STANDEX INTL CORP
Shares4.6K
Event2026-03-31
Filed2026-04-16
GGG
24.18%GRACO INC
Shares13.7K
Event2026-03-31
Filed2026-04-16
ELF
33.88%E L F BEAUTY INC
Shares19.1K
Event2026-03-31
Filed2026-04-16
DVA
NewDAVITA INC
Shares7.5K
Event2026-03-31
Filed2026-04-16
ATRC
7.09%ATRICURE INC
Shares40.1K
Event2026-03-31
Filed2026-04-16
PBR
NewPETROLEO BRASILEIRO S A
Shares55.0K
Event2026-03-31
Filed2026-04-16
SNEX
79.10%STONEX GROUP INC
Shares14.1K
Event2026-03-31
Filed2026-04-16
VBK
-7.09%VANGUARD INDEX FDS
Shares3.8K
Event2026-03-31
Filed2026-04-16
CMC
12.13%COMMERCIAL METALS CO
Shares18.5K
Event2026-03-31
Filed2026-04-16
CRCL
210.64%CIRCLE INTERNET GROUP INC
Shares11.9K
Event2026-03-31
Filed2026-04-16
DDOG
28.37%DATADOG INC
Shares9.4K
Event2026-03-31
Filed2026-04-16
DBX
0.36%DROPBOX INC
Shares48.7K
Event2026-03-31
Filed2026-04-16
DFAI
0.00%DIMENSIONAL ETF TRUST
Shares28.3K
Event2026-03-31
Filed2026-04-16
SDY
-0.40%SPDR SERIES TRUST
Shares7.5K
Event2026-03-31
Filed2026-04-16
RL
0.19%RALPH LAUREN CORP
Shares3.2K
Event2026-03-31
Filed2026-04-16
QUAL
0.09%ISHARES TR
Shares5.7K
Event2026-03-31
Filed2026-04-16
WCN
55.45%WASTE CONNECTIONS INC
Shares6.7K
Event2026-03-31
Filed2026-04-16
BGC
12.21%BGC GROUP INC
Shares111.5K
Event2026-03-31
Filed2026-04-16
RNG
-47.06%RINGCENTRAL INC
Shares29.3K
Event2026-03-31
Filed2026-04-16
ETSY
-4.24%ETSY INC
Shares21.8K
Event2026-03-31
Filed2026-04-16
KAI
-9.00%KADANT INC
Shares3.7K
Event2026-03-31
Filed2026-04-16
SKYW
12.20%SKYWEST INC
Shares11.8K
Event2026-03-31
Filed2026-04-16
KSPI
NewKASPI KZ JSC
Shares14.6K
Event2026-03-31
Filed2026-04-16
HUN
43.26%HUNTSMAN CORP
Shares81.2K
Event2026-03-31
Filed2026-04-16
UNFI
-43.24%UNITED NAT FOODS INC
Shares24.0K
Event2026-03-31
Filed2026-04-16
HLI
85.10%HOULIHAN LOKEY INC
Shares7.5K
Event2026-03-31
Filed2026-04-16
OKTA
3.00%OKTA INC
Shares13.7K
Event2026-03-31
Filed2026-04-16
DHR
-5.92%DANAHER CORP DEL
Shares5.7K
Event2026-03-31
Filed2026-04-16
ATGE
9.22%COVISTA INC
Shares9.3K
Event2026-03-31
Filed2026-04-16
PLMR
14.95%PALOMAR HLDGS INC
Shares8.9K
Event2026-03-31
Filed2026-04-16
DPZ
3.86%DOMINOS PIZZA INC
Shares3.0K
Event2026-03-31
Filed2026-04-16
TGT
-4.18%TARGET CORP
Shares8.7K
Event2026-03-31
Filed2026-04-16
PEG
251.15%PUBLIC SVC ENTERPRISE GROUP
Shares13.1K
Event2026-03-31
Filed2026-04-16
WELL
-45.18%WELLTOWER INC
Shares5.3K
Event2026-03-31
Filed2026-04-16
VSAT
11.87%VIASAT INC
Shares23.1K
Event2026-03-31
Filed2026-04-16
A
-9.39%AGILENT TECHNOLOGIES INC
Shares9.2K
Event2026-03-31
Filed2026-04-16
LXP INDUSTRIAL TRUST
-2.14%LXP INDUSTRIAL TRUST
Shares22.6K
Event2026-03-31
Filed2026-04-16
CARR
6.46%CARRIER GLOBAL CORPORATION
Shares18.5K
Event2026-03-31
Filed2026-04-16
GPC
99.80%GENUINE PARTS CO
Shares9.8K
Event2026-03-31
Filed2026-04-16
DAR
NewDARLING INGREDIENTS INC
Shares16.6K
Event2026-03-31
Filed2026-04-16
CASH
11.92%PATHWARD FINANCIAL INC
Shares11.5K
Event2026-03-31
Filed2026-04-16
ZS
58.08%ZSCALER INC
Shares7.2K
Event2026-03-31
Filed2026-04-16
OKE
3.30%ONEOK INC NEW
Shares11.2K
Event2026-03-31
Filed2026-04-16
PLXS
11.88%PLEXUS CORP
Shares5.0K
Event2026-03-31
Filed2026-04-16
EIX
30.95%EDISON INTL
Shares13.8K
Event2026-03-31
Filed2026-04-16
USB
2.92%US BANCORP
Shares19.4K
Event2026-03-31
Filed2026-04-16
JEF
NewJEFFERIES FINANCIAL GROUP IN
Shares24.4K
Event2026-03-31
Filed2026-04-16
RF
0.92%REGIONS FINANCIAL CORP NEW
Shares38.4K
Event2026-03-31
Filed2026-04-16
ACAD
12.61%ACADIA PHARMACEUTICALS INC
Shares44.8K
Event2026-03-31
Filed2026-04-16
PGR
-12.25%PROGRESSIVE CORP
Shares5.0K
Event2026-03-31
Filed2026-04-16
MIRM
NewMIRUM PHARMACEUTICALS INC
Shares10.7K
Event2026-03-31
Filed2026-04-16
CBOE
3.34%CBOE GLOBAL MKTS INC
Shares3.5K
Event2026-03-31
Filed2026-04-16
VLTO
0.55%VERALTO CORP
Shares11.1K
Event2026-03-31
Filed2026-04-16
KMI
-11.74%KINDER MORGAN INC DEL
Shares29.2K
Event2026-03-31
Filed2026-04-16
MWA
11.98%MUELLER WTR PRODS INC
Shares35.5K
Event2026-03-31
Filed2026-04-16
AOA
-0.25%ISHARES TR
Shares11.0K
Event2026-03-31
Filed2026-04-16
THE CIGNA GROUP
-36.09%THE CIGNA GROUP
Shares3.6K
Event2026-03-31
Filed2026-04-16
SIMO
0.00%SILICON MOTION TECHNOLOGY CO
Shares8.6K
Event2026-03-31
Filed2026-04-16
ENS
NewENERSYS
Shares5.6K
Event2026-03-31
Filed2026-04-16
GKOS
22.26%GLAUKOS CORP
Shares8.9K
Event2026-03-31
Filed2026-04-16
AVAV
NewAEROVIRONMENT INC
Shares5.2K
Event2026-03-31
Filed2026-04-16
FFIN
-10.62%FIRST FINL BANKSHARES INC
Shares32.2K
Event2026-03-31
Filed2026-04-16
FI
10.14%FISERV INC
Shares16.9K
Event2026-03-31
Filed2026-04-16
S
1.94%SENTINELONE INC
Shares72.8K
Event2026-03-31
Filed2026-04-16
SKWD
4.26%SKYWARD SPECIALTY INS GROUP
Shares21.4K
Event2026-03-31
Filed2026-04-16
WAT
12.19%WATERS CORP
Shares3.1K
Event2026-03-31
Filed2026-04-16
MKTX
137.90%MARKETAXESS HLDGS INC
Shares5.7K
Event2026-03-31
Filed2026-04-16
GLD
-9.10%SPDR GOLD TR
Shares2.2K
Event2026-03-31
Filed2026-04-16
RYAN
8.05%RYAN SPECIALTY HOLDINGS INC
Shares27.5K
Event2026-03-31
Filed2026-04-16
DMXF
0.00%ISHARES TR
Shares12.3K
Event2026-03-31
Filed2026-04-16
MGK
113.85%VANGUARD WORLD FD
Shares2.5K
Event2026-03-31
Filed2026-04-16
BFH
215.30%BREAD FINANCIAL HOLDINGS INC
Shares12.3K
Event2026-03-31
Filed2026-04-16
TOST
17.51%TOAST INC
Shares34.5K
Event2026-03-31
Filed2026-04-16
SHW
38.69%SHERWIN WILLIAMS CO
Shares2.8K
Event2026-03-31
Filed2026-04-16
ABCB
19.41%AMERIS BANCORP
Shares11.6K
Event2026-03-31
Filed2026-04-16
RIG
NewTRANSOCEAN LTD
Shares136.4K
Event2026-03-31
Filed2026-04-16
BRZE
5.15%BRAZE INC
Shares38.2K
Event2026-03-31
Filed2026-04-16
VVV
13.09%VALVOLINE INC
Shares26.8K
Event2026-03-31
Filed2026-04-16
UCB
12.22%UNITED CMNTY BKS BLAIRSVLE G
Shares28.6K
Event2026-03-31
Filed2026-04-16
FBP
12.27%FIRST BANCORP CORPORATION
Shares41.9K
Event2026-03-31
Filed2026-04-16
PCOR
8.07%PROCORE TECHNOLOGIES INC
Shares15.6K
Event2026-03-31
Filed2026-04-16
REZI
14.40%RESIDEO TECHNOLOGIES INC
Shares26.3K
Event2026-03-31
Filed2026-04-16
EUPAC FUND
-2.96%EUPAC FUND
Shares15.2K
Event2026-03-31
Filed2026-04-16
SBUX
5.46%STARBUCKS CORP
Shares9.9K
Event2026-03-31
Filed2026-04-16
HP INC
-48.48%HP INC
Shares46.1K
Event2026-03-31
Filed2026-04-16
CENTRAL BANCOMPANY
0.27%CENTRAL BANCOMPANY
Shares37.0K
Event2026-03-31
Filed2026-04-16
COLUMBIA FDS SER TR I
0.32%COLUMBIA FDS SER TR I
Shares23.1K
Event2026-03-31
Filed2026-04-16
CVLT
28.22%COMMVAULT SYS INC
Shares11.3K
Event2026-03-31
Filed2026-04-16
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available