Sponsored

The Analysis of DONALDSON CAPITAL MANAGEMENT, LLC's Holdings & P&L

Currently, DONALDSON CAPITAL MANAGEMENT, LLC holds 233 types of securities in its portfolio with a total value $3.1B. In the most recent quarter, they have increased their positions in CTAS (+180.9K shares, valued at $30.6M), PCAR (+253.7K shares, valued at $29.3M), WSO (+52.7K shares, valued at $19.2M); decreased their positions in XOM (-477.5K shares, valued at $81.0M), SO (-544.4K shares, valued at $52.5M), ICSH (-224.8K shares, valued at $11.4M); initiated new positions in LPLA (+28.4K shares, valued at $8.5M), IBKR (+124.9K shares, valued at $8.4M), MKL (+4.2K shares, valued at $8.1M).

1M P&L

+19.9M+0.75%

3M P&L

-31.1M-1.15%

HY P&L

+132.6M+5.20%

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/A529.8M

20.9%

2Aerospace & Defense369.6M

14.5%

3Drug Manufacturers - General192.5M

7.6%

Top Industries by Stock Count

1N/A71 stocks

33.3%

2Drug Manufacturers - General8 stocks

3.8%

3Semiconductors6 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

KRMN KARMAN HLDGS INC3.5M shares0.00%2026-03-312026-04-30

BROADCOM INC BROADCOM INC496.8K shares4.15%2026-03-312026-04-30

AAPL APPLE INC565.8K shares0.08%2026-03-312026-04-30

XLC SELECT SECTOR SPDR TR1.1M shares0.20%2026-03-312026-04-30

ABBV ABBVIE INC482.1K shares0.71%2026-03-312026-04-30

MSFT MICROSOFT CORP277.3K shares0.91%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO342.3K shares-0.95%2026-03-312026-04-30

SOXX ISHARES TR301.4K shares1.09%2026-03-312026-04-30

Sponsored

ICSH ISHARES TR1.9M shares-10.45%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC785.2K shares0.93%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION83.3K shares-0.78%2026-03-312026-04-30

MS MORGAN STANLEY463.7K shares0.26%2026-03-312026-04-30

RTX RTX CORPORATION385.0K shares1.45%2026-03-312026-04-30

LLY ELI LILLY & CO74.0K shares8.92%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC588.0K shares1.36%2026-03-312026-04-30

MCD MCDONALDS CORP211.2K shares0.08%2026-03-312026-04-30

Sponsored

FAST FASTENAL CO1.4M shares0.64%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC75.1K shares2.31%2026-03-312026-04-30

HD HOME DEPOT INC192.3K shares-0.18%2026-03-312026-04-30

WSO WATSCO INC162.6K shares47.95%2026-03-312026-04-30

PCAR PACCAR INC485.3K shares109.50%2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP156.1K shares8.92%2026-03-312026-04-30

PAYX PAYCHEX INC555.8K shares36.53%2026-03-312026-04-30

WEC ENERGY GROUP INC WEC ENERGY GROUP INC442.1K shares1.06%2026-03-312026-04-30

Sponsored

CENCORA INC CENCORA INC138.1K shares0.72%2026-03-312026-04-30

CVX CHEVRON CORPORATION194.6K shares0.24%2026-03-312026-04-30

XEL XCEL ENERGY INC483.7K shares5.11%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS157.9K shares-2.25%2026-03-312026-04-30

TROW PRICE T ROWE GROUP INC400.5K shares0.13%2026-03-312026-04-30

CTAS CINTAS CORP197.3K shares1101.14%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC71.3K shares-0.31%2026-03-312026-04-30

SCHG SCHWAB STRATEGIC TR848.7K shares22.05%2026-03-312026-04-30

Sponsored

JPST J P MORGAN EXCHANGE TRADED F424.2K shares-2.78%2026-03-312026-04-30

NEAR ISHARES U S ETF TR412.1K shares-3.34%2026-03-312026-04-30

ALPHABET INC ALPHABET INC65.1K shares-0.59%2026-03-312026-04-30

AMZN AMAZON COM INC83.6K shares3.17%2026-03-312026-04-30

XOM EXXON MOBIL CORP100.3K shares-82.65%2026-03-312026-04-30

NVDA NVIDIA CORPORATION87.6K shares-2.40%2026-03-312026-04-30

AGG ISHARES TR147.8K shares1.00%2026-03-312026-04-30

V VISA INC46.3K shares3.10%2026-03-312026-04-30

Sponsored

LQD ISHARES TR120.1K shares0.24%2026-03-312026-04-30

MCO MOODYS CORP29.8K shares2.69%2026-03-312026-04-30

MA MASTERCARD INCORPORATED24.9K shares5.43%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS18.8K shares3.86%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP17.0K shares-3.41%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS47.7K shares2.61%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC26.3K shares-16.38%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC123.5K shares24.31%2026-03-312026-04-30

Sponsored

MELI MERCADOLIBRE INC5.1K shares30.28%2026-03-312026-04-30

META META PLATFORMS INC15.3K shares10.85%2026-03-312026-04-30

IJH ISHARES TR128.0K shares8.64%2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TR280.6K shares12.20%2026-03-312026-04-30

LPLA LPL FINL HLDGS INC28.4K sharesnew addition2026-03-312026-04-30

NEE NEXTERA ENERGY INC90.9K shares-3.29%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON34.4K shares-3.51%2026-03-312026-04-30

IBKR INTERACTIVE BROKERS GROUP IN124.9K sharesnew addition2026-03-312026-04-30

Sponsored

APP APPLOVIN CORP20.9K shares42.21%2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR62.1K shares-12.13%2026-03-312026-04-30

MKL MARKEL GROUP INC4.2K sharesnew addition2026-03-312026-04-30

SGI SOMNIGROUP INTERNATIONAL INC107.5K shares15.09%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC21.7K sharesnew addition2026-03-312026-04-30

HDB HDFC BANK LTD292.3K shares26.38%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC7.3K shares-5.04%2026-03-312026-04-30

ALL ALLSTATE CORP33.1K shares-8.86%2026-03-312026-04-30

Sponsored

ADP AUTOMATIC DATA PROCESSING IN33.7K shares-9.30%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.2K shares-9.50%2026-03-312026-04-30

CMI CUMMINS INC11.8K shares-0.69%2026-03-312026-04-30

CSCO CISCO SYS INC78.8K shares3.80%2026-03-312026-04-30

AFL AFLAC INC52.7K shares-7.44%2026-03-312026-04-30

ORLY OREILLY AUTOMOTIVE INC61.7K shares-14.56%2026-03-312026-04-30

VUG VANGUARD INDEX FDS13.0K shares-0.60%2026-03-312026-04-30

SCHB SCHWAB STRATEGIC TR220.9K shares14.61%2026-03-312026-04-30

Sponsored

CME CME GROUP INC18.0K shares-15.86%2026-03-312026-04-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND25.9K shares-41.63%2026-03-312026-04-30

ECL ECOLAB INC18.5K shares-11.46%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS33.0K shares13.16%2026-03-312026-04-30

IJR ISHARES TR35.9K shares3.09%2026-03-312026-04-30

VLO VALERO ENERGY CORP17.9K shares4.92%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP6.1K shares-5.56%2026-03-312026-04-30

MEAR ISHARES U S ETF TR80.0K shares8.43%2026-03-312026-04-30

Sponsored

BMY BRISTOL-MYERS SQUIBB CO65.0K shares6.39%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T5.4K shares-3.33%2026-03-312026-04-30

CINF CINCINNATI FINL CORP21.8K shares-0.29%2026-03-312026-04-30

IVV ISHARES TR5.2K shares-3.83%2026-03-312026-04-30

APH AMPHENOL CORP26.5K shares-12.34%2026-03-312026-04-30

BAB INVESCO EXCH TRADED FD TR II121.3K shares1.65%2026-03-312026-04-30

ALPHABET INC ALPHABET INC10.9K shares5.45%2026-03-312026-04-30

APD AIR PRODUCTS AND CHEMICALS I10.5K shares-6.32%2026-03-312026-04-30

Sponsored

TXN TEXAS INSTRS INC15.3K shares-27.68%2026-03-312026-04-30

AMGN AMGEN INC8.3K shares-1.40%2026-03-312026-04-30

CAT CATERPILLAR INC4.1K shares-1.31%2026-03-312026-04-30

KO COCA COLA CO35.5K shares-1.26%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INC6.1K shares-23.12%2026-03-312026-04-30

PEP PEPSICO INC16.9K shares-16.61%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW19.3K shares11.25%2026-03-312026-04-30

SO SOUTHERN CO25.8K shares-95.47%2026-03-312026-04-30

Sponsored

MUB ISHARES TR23.1K shares0.00%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC48.6K shares7.08%2026-03-312026-04-30

GILD GILEAD SCIENCES INC17.2K shares13.02%2026-03-312026-04-30

SCHF SCHWAB STRATEGIC TR89.5K shares12.74%2026-03-312026-04-30

OKE ONEOK INC NEW23.6K shares11.99%2026-03-312026-04-30

ENB ENBRIDGE INC39.0K shares10.94%2026-03-312026-04-30

VYMI VANGUARD WHITEHALL FDS22.3K shares11.30%2026-03-312026-04-30

RSG REPUBLIC SVCS INC9.3K shares-5.14%2026-03-312026-04-30

Sponsored

CDNS CADENCE DESIGN SYSTEM INC7.3K shares-21.66%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC9.1K shares12.12%2026-03-312026-04-30

ABT ABBOTT LABORATORIES18.3K shares-8.43%2026-03-312026-04-30

SCMB SCHWAB STRATEGIC TR71.8K shares0.00%2026-03-312026-04-30

TD TORONTO DOMINION BK ONT19.0K shares12.59%2026-03-312026-04-30

WMT WALMART INC14.2K shares3.99%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC18.0K shares12.12%2026-03-312026-04-30

QLD PROSHARES TR28.0K shares0.00%2026-03-312026-04-30

Sponsored

NOBL PROSHARES TR16.0K shares-6.59%2026-03-312026-04-30

IWF ISHARES TR3.9K shares-1.07%2026-03-312026-04-30

FLOT ISHARES TR31.9K shares-4.42%2026-03-312026-04-30

PFF ISHARES TR53.5K shares-1.32%2026-03-312026-04-30

D DOMINION ENERGY INC24.9K shares13.47%2026-03-312026-04-30

RY ROYAL BK CDA9.3K shares-1.94%2026-03-312026-04-30

ROL ROLLINS INC28.1K shares-19.81%2026-03-312026-04-30

SDY SPDR SERIES TRUST10.2K shares0.08%2026-03-312026-04-30

Sponsored

AZO AUTOZONE INC423 shares-25.00%2026-03-312026-04-30

PRU PRUDENTIAL FINL INC14.4K shares8.38%2026-03-312026-04-30

EXR EXTRA SPACE STORAGE INC10.7K shares6.02%2026-03-312026-04-30

PFE PFIZER INC49.3K shares18.04%2026-03-312026-04-30

ERIE ERIE INDTY CO5.5K shares0.00%2026-03-312026-04-30

LII LENNOX INTL INC2.9K shares0.03%2026-03-312026-04-30

TGT TARGET CORP11.2K sharesnew addition2026-03-312026-04-30

WM WASTE MGMT INC DEL5.7K shares-17.82%2026-03-312026-04-30

Sponsored

CSX CSX CORP31.8K shares-2.48%2026-03-312026-04-30

HBAN HUNTINGTON BANCSHARES INC82.7K shares12.15%2026-03-312026-04-30

MTUM ISHARES TR5.4K shares-5.39%2026-03-312026-04-30

SSO PROSHARES TR24.1K shares0.00%2026-03-312026-04-30

T AT&T INC39.2K shares12.99%2026-03-312026-04-30

OMC OMNICOM GROUP INC14.8K shares11.10%2026-03-312026-04-30

SCHA SCHWAB STRATEGIC TR37.9K shares3.46%2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR6.6K shares10.43%2026-03-312026-04-30

Sponsored

PG PROCTER & GAMBLE CO7.2K shares-1.38%2026-03-312026-04-30

IP INTERNATIONAL PAPER CO28.6K shares10.71%2026-03-312026-04-30

TJX TJX COS INC NEW6.2K shares-0.23%2026-03-312026-04-30

MMC MARSH & MCLENNAN COS INC5.7K shares-7.72%2026-03-312026-04-30

SBUX STARBUCKS CORP10.9K shares-2.69%2026-03-312026-04-30

TSLA TESLA INC2.5K shares5.93%2026-03-312026-04-30

IEFA ISHARES TR10.0K shares0.00%2026-03-312026-04-30

UNP UNION PAC CORP3.7K shares-10.54%2026-03-312026-04-30

Sponsored

MSCI MSCI INC1.6K shares-12.43%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR1.5K shares2.55%2026-03-312026-04-30

VO VANGUARD INDEX FDS3.0K shares-6.09%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC3.1K shares-77.84%2026-03-312026-04-30

XLF SELECT SECTOR SPDR TR16.7K shares-17.12%2026-03-312026-04-30

BBY BEST BUY INC12.8K shares11.98%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR12.7K shares-1.37%2026-03-312026-04-30

CNO CNO FINL GROUP INC18.7K shares0.00%2026-03-312026-04-30

Sponsored

SPYM SPDR SERIES TRUST9.9K shares-15.61%2026-03-312026-04-30

VTI VANGUARD INDEX FDS2.3K shares67.71%2026-03-312026-04-30

HMOP HARTFORD FDS EXCHANGE TRADED19.1K shares0.00%2026-03-312026-04-30

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-30

IVE ISHARES TR3.3K shares-17.78%2026-03-312026-04-30

HON HONEYWELL INTL INC3.1K shares0.16%2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC5.3K shares-12.31%2026-03-312026-04-30

SCHM SCHWAB STRATEGIC TR21.7K shares25.74%2026-03-312026-04-30

Sponsored

PGR PROGRESSIVE CORP3.4K shares-91.35%2026-03-312026-04-30

GSLC GOLDMAN SACHS ETF TR5.2K shares0.00%2026-03-312026-04-30

SYK STRYKER CORPORATION1.9K shares-1.49%2026-03-312026-04-30

VEU VANGUARD INTL EQUITY INDEX F8.3K shares19.72%2026-03-312026-04-30

THFF FIRST FINANCIAL CORPORATION9.5K shares0.00%2026-03-312026-04-30

QUAL ISHARES TR3.1K shares0.00%2026-03-312026-04-30

INTU INTUIT1.4K shares-81.60%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE2.1K shares-93.20%2026-03-312026-04-30

Sponsored

NVO NOVO-NORDISK A S15.4K shares-2.38%2026-03-312026-04-30

LHX L3HARRIS TECHNOLOGIES INC1.6K shares0.00%2026-03-312026-04-30

IWM ISHARES TR2.2K shares-0.27%2026-03-312026-04-30

EMR EMERSON ELEC CO4.1K shares0.00%2026-03-312026-04-30

DFAC DIMENSIONAL ETF TRUST13.7K shares-34.99%2026-03-312026-04-30

NKE NIKE INC9.6K shares-15.32%2026-03-312026-04-30

XLU SELECT SECTOR SPDR TR11.0K shares-3.61%2026-03-312026-04-30

GEV GE VERNOVA INC565 shares0.00%2026-03-312026-04-30

Sponsored

CR CRANE COMPANY2.8K shares0.00%2026-03-312026-04-30

TRV TRAVELERS COMPANIES INC1.6K shares-2.10%2026-03-312026-04-30

DIS DISNEY WALT CO4.9K shares-26.12%2026-03-312026-04-30

EFX EQUIFAX INC2.6K shares-0.50%2026-03-312026-04-30

SUB ISHARES TR4.4K shares-17.75%2026-03-312026-04-30

WHR WHIRLPOOL CORP8.6K shares8.03%2026-03-312026-04-30

MCK MCKESSON CORP490 shares4.48%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS6.6K shares-0.02%2026-03-312026-04-30

Sponsored

BP BP PLC8.8K shares-1.13%2026-03-312026-04-30

NDAQ NASDAQ INC4.8K shares-2.26%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC2.0K shares-5.19%2026-03-312026-04-30

ADI ANALOG DEVICES INC1.2K shares0.24%2026-03-312026-04-30

NFLX NETFLIX INC.4.1K shares-9.36%2026-03-312026-04-30

SPYG SPDR SERIES TRUST4.0K shares-17.93%2026-03-312026-04-30

XLV SELECT SECTOR SPDR TR2.7K shares-6.87%2026-03-312026-04-30

EFA ISHARES TR4.0K shares-22.16%2026-03-312026-04-30

Sponsored

SPDW SPDR INDEX SHS FDS8.4K shares-11.40%2026-03-312026-04-30

BIL SPDR SERIES TRUST4.2K shares0.00%2026-03-312026-04-30

DE DEERE & CO648 shares-0.61%2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR14.1K sharesnew addition2026-03-312026-04-30

ELV ELEVANCE HEALTH INC FORMERLY1.2K shares0.00%2026-03-312026-04-30

MTZ MASTEC INC1.1K shares0.00%2026-03-312026-04-30

EMB ISHARES TR3.8K shares2.45%2026-03-312026-04-30

GPC GENUINE PARTS CO3.2K shares0.00%2026-03-312026-04-30

Sponsored

CVS CVS HEALTH CORP4.6K shares0.55%2026-03-312026-04-30

ROST ROSS STORES INC1.5K shares0.79%2026-03-312026-04-30

FDX FEDEX CORP916 shares0.00%2026-03-312026-04-30

DIA STATE STR SPDR DOW JONES IND688 shares12.42%2026-03-312026-04-30

SPTM SPDR SERIES TRUST4.0K shares-9.05%2026-03-312026-04-30

USMV ISHARES TR3.4K shares12.23%2026-03-312026-04-30

ITA ISHARES TR1.4K sharesnew addition2026-03-312026-04-30

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.5K shares-4.99%2026-03-312026-04-30

Sponsored

WFC WELLS FARGO & CO3.8K shares-19.85%2026-03-312026-04-30

IEMG ISHARES INC4.3K shares15.45%2026-03-312026-04-30

HYD VANECK ETF TRUST5.9K shares0.00%2026-03-312026-04-30

INBK FIRST INTERNET BANCORP14.3K shares0.00%2026-03-312026-04-30

IBIT ISHARES BITCOIN TRUST ETF7.4K sharesnew addition2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.4K shares0.00%2026-03-312026-04-30

PAG PENSKE AUTOMOTIVE GRP INC1.8K shares0.00%2026-03-312026-04-30

GLD SPDR GOLD TR636 shares-28.62%2026-03-312026-04-30

Sponsored

CL COLGATE PALMOLIVE CO3.2K shares-5.91%2026-03-312026-04-30

CARR CARRIER GLOBAL CORPORATION4.7K shares-2.57%2026-03-312026-04-30

PSX PHILLIPS 661.4K sharesnew addition2026-03-312026-04-30

ASML ASML HLDG NV193 shares0.00%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC549 sharesnew addition2026-03-312026-04-30

CPRT COPART INC7.6K shares-20.75%2026-03-312026-04-30

ORCL ORACLE CORP1.7K shares-8.99%2026-03-312026-04-30

IWD ISHARES TR1.2K shares-13.82%2026-03-312026-04-30

Sponsored

SPYV SPDR SERIES TRUST4.1K shares-1.10%2026-03-312026-04-30

PMBS PIMCO ETF TR4.6K shares-20.75%2026-03-312026-04-30

VTEB VANGUARD MUN BD FDS4.4K shares0.00%2026-03-312026-04-30

KLAC KLA CORP141 sharesnew addition2026-03-312026-04-30

TM TOYOTA MOTOR CORP1.0K shares-0.60%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO680 shares1.80%2026-03-312026-04-30

LINDE PLC LINDE PLC410 sharesnew addition2026-03-312026-04-30

DHR DANAHER CORP DEL1.1K shares-8.48%2026-03-312026-04-30

Sponsored

ISHARES GOLD TR ISHARES GOLD TR2.3K sharesnew addition2026-03-312026-04-30

KRMN

KARMAN HLDGS INC

0.00%

Shares3.5M

Event2026-03-31

Filed2026-04-30

BROADCOM INC

4.15%

Shares496.8K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

0.08%

Shares565.8K

Event2026-03-31

Filed2026-04-30

XLC

SELECT SECTOR SPDR TR

0.20%

Shares1.1M

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC

0.71%

Shares482.1K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

0.91%

Shares277.3K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

-0.95%

Shares342.3K

Event2026-03-31

Filed2026-04-30

SOXX

ISHARES TR

1.09%

Shares301.4K

Event2026-03-31

Filed2026-04-30

ICSH

ISHARES TR

-10.45%

Shares1.9M

Event2026-03-31

Filed2026-04-30

MERCK & CO INC

0.93%

Shares785.2K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION

-0.78%

Shares83.3K

Event2026-03-31

Filed2026-04-30

MORGAN STANLEY

0.26%

Shares463.7K

Event2026-03-31

Filed2026-04-30

RTX

RTX CORPORATION

1.45%

Shares385.0K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO

8.92%

Shares74.0K

Event2026-03-31

Filed2026-04-30

CITIGROUP INC

1.36%

Shares588.0K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP

0.08%

Shares211.2K

Event2026-03-31

Filed2026-04-30

FAST

FASTENAL CO

0.64%

Shares1.4M

Event2026-03-31

Filed2026-04-30

GOLDMAN SACHS GROUP INC

2.31%

Shares75.1K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC

-0.18%

Shares192.3K

Event2026-03-31

Filed2026-04-30

WSO

WATSCO INC

47.95%

Shares162.6K

Event2026-03-31

Filed2026-04-30

PCAR

PACCAR INC

109.50%

Shares485.3K

Event2026-03-31

Filed2026-04-30

GENERAL DYNAMICS CORP

8.92%

Shares156.1K

Event2026-03-31

Filed2026-04-30

PAYX

PAYCHEX INC

36.53%

Shares555.8K

Event2026-03-31

Filed2026-04-30

WEC ENERGY GROUP INC

1.06%

Shares442.1K

Event2026-03-31

Filed2026-04-30

CENCORA INC

0.72%

Shares138.1K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION

0.24%

Shares194.6K

Event2026-03-31

Filed2026-04-30

XEL

XCEL ENERGY INC

5.11%

Shares483.7K

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS MACHS

-2.25%

Shares157.9K

Event2026-03-31

Filed2026-04-30

TROW

PRICE T ROWE GROUP INC

0.13%

Shares400.5K

Event2026-03-31

Filed2026-04-30

CTAS

CINTAS CORP

1101.14%

Shares197.3K

Event2026-03-31

Filed2026-04-30

EATON CORP PLC

-0.31%

Shares71.3K

Event2026-03-31

Filed2026-04-30

SCHG

SCHWAB STRATEGIC TR

22.05%

Shares848.7K

Event2026-03-31

Filed2026-04-30

JPST

J P MORGAN EXCHANGE TRADED F

-2.78%

Shares424.2K

Event2026-03-31

Filed2026-04-30

NEAR

ISHARES U S ETF TR

-3.34%

Shares412.1K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-0.59%

Shares65.1K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

3.17%

Shares83.6K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

-82.65%

Shares100.3K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

-2.40%

Shares87.6K

Event2026-03-31

Filed2026-04-30

AGG

ISHARES TR

1.00%

Shares147.8K

Event2026-03-31

Filed2026-04-30

VISA INC

3.10%

Shares46.3K

Event2026-03-31

Filed2026-04-30

LQD

ISHARES TR

0.24%

Shares120.1K

Event2026-03-31

Filed2026-04-30

MCO

MOODYS CORP

2.69%

Shares29.8K

Event2026-03-31

Filed2026-04-30

MASTERCARD INCORPORATED

5.43%

Shares24.9K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

3.86%

Shares18.8K

Event2026-03-31

Filed2026-04-30

LMT

LOCKHEED MARTIN CORP

-3.41%

Shares17.0K

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD SPECIALIZED FUNDS

2.61%

Shares47.7K

Event2026-03-31

Filed2026-04-30

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-16.38%

Shares26.3K

Event2026-03-31

Filed2026-04-30

UBER

UBER TECHNOLOGIES INC

24.31%

Shares123.5K

Event2026-03-31

Filed2026-04-30

MELI

MERCADOLIBRE INC

30.28%

Shares5.1K

Event2026-03-31

Filed2026-04-30

META

META PLATFORMS INC

10.85%

Shares15.3K

Event2026-03-31

Filed2026-04-30

IJH

ISHARES TR

8.64%

Shares128.0K

Event2026-03-31

Filed2026-04-30

SCHD

SCHWAB STRATEGIC TR

12.20%

Shares280.6K

Event2026-03-31

Filed2026-04-30

LPLA

LPL FINL HLDGS INC

New

Shares28.4K

Event2026-03-31

Filed2026-04-30

NEE

NEXTERA ENERGY INC

-3.29%

Shares90.9K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

-3.51%

Shares34.4K

Event2026-03-31

Filed2026-04-30

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares124.9K

Event2026-03-31

Filed2026-04-30

APP

APPLOVIN CORP

42.21%

Shares20.9K

Event2026-03-31

Filed2026-04-30

XLK

SELECT SECTOR SPDR TR

-12.13%

Shares62.1K

Event2026-03-31

Filed2026-04-30

MKL

MARKEL GROUP INC

New

Shares4.2K

Event2026-03-31

Filed2026-04-30

SGI

SOMNIGROUP INTERNATIONAL INC

15.09%

Shares107.5K

Event2026-03-31

Filed2026-04-30

MICRON TECHNOLOGY INC

New

Shares21.7K

Event2026-03-31

Filed2026-04-30

HDB

HDFC BANK LTD

26.38%

Shares292.3K

Event2026-03-31

Filed2026-04-30

BLACKROCK INC

-5.04%

Shares7.3K

Event2026-03-31

Filed2026-04-30

ALL

ALLSTATE CORP

-8.86%

Shares33.1K

Event2026-03-31

Filed2026-04-30

ADP

AUTOMATIC DATA PROCESSING IN

-9.30%

Shares33.7K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

-9.50%

Shares13.2K

Event2026-03-31

Filed2026-04-30

CMI

CUMMINS INC

-0.69%

Shares11.8K

Event2026-03-31

Filed2026-04-30

CSCO

CISCO SYS INC

3.80%

Shares78.8K

Event2026-03-31

Filed2026-04-30

AFL

AFLAC INC

-7.44%

Shares52.7K

Event2026-03-31

Filed2026-04-30

ORLY

OREILLY AUTOMOTIVE INC

-14.56%

Shares61.7K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

-0.60%

Shares13.0K

Event2026-03-31

Filed2026-04-30

SCHB

SCHWAB STRATEGIC TR

14.61%

Shares220.9K

Event2026-03-31

Filed2026-04-30

CME

CME GROUP INC

-15.86%

Shares18.0K

Event2026-03-31

Filed2026-04-30

ACCENTURE PLC IRELAND

-41.63%

Shares25.9K

Event2026-03-31

Filed2026-04-30

ECL

ECOLAB INC

-11.46%

Shares18.5K

Event2026-03-31

Filed2026-04-30

VYM

VANGUARD WHITEHALL FDS

13.16%

Shares33.0K

Event2026-03-31

Filed2026-04-30

IJR

ISHARES TR

3.09%

Shares35.9K

Event2026-03-31

Filed2026-04-30

VLO

VALERO ENERGY CORP

4.92%

Shares17.9K

Event2026-03-31

Filed2026-04-30

NOC

NORTHROP GRUMMAN CORP

-5.56%

Shares6.1K

Event2026-03-31

Filed2026-04-30

MEAR

ISHARES U S ETF TR

8.43%

Shares80.0K

Event2026-03-31

Filed2026-04-30

BMY

BRISTOL-MYERS SQUIBB CO

6.39%

Shares65.0K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

-3.33%

Shares5.4K

Event2026-03-31

Filed2026-04-30

CINF

CINCINNATI FINL CORP

-0.29%

Shares21.8K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

-3.83%

Shares5.2K

Event2026-03-31

Filed2026-04-30

APH

AMPHENOL CORP

-12.34%

Shares26.5K

Event2026-03-31

Filed2026-04-30

BAB

INVESCO EXCH TRADED FD TR II

1.65%

Shares121.3K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

5.45%

Shares10.9K

Event2026-03-31

Filed2026-04-30

APD

AIR PRODUCTS AND CHEMICALS I

-6.32%

Shares10.5K

Event2026-03-31

Filed2026-04-30

TXN

TEXAS INSTRS INC

-27.68%

Shares15.3K

Event2026-03-31

Filed2026-04-30

AMGN

AMGEN INC

-1.40%

Shares8.3K

Event2026-03-31

Filed2026-04-30

CAT

CATERPILLAR INC

-1.31%

Shares4.1K

Event2026-03-31

Filed2026-04-30

COCA COLA CO

-1.26%

Shares35.5K

Event2026-03-31

Filed2026-04-30

MSI

MOTOROLA SOLUTIONS INC

-23.12%

Shares6.1K

Event2026-03-31

Filed2026-04-30

PEP

PEPSICO INC

-16.61%

Shares16.9K

Event2026-03-31

Filed2026-04-30

DUKE ENERGY CORP NEW

11.25%

Shares19.3K

Event2026-03-31

Filed2026-04-30

SOUTHERN CO

-95.47%

Shares25.8K

Event2026-03-31

Filed2026-04-30

MUB

ISHARES TR

0.00%

Shares23.1K

Event2026-03-31

Filed2026-04-30

VERIZON COMMUNICATIONS INC

7.08%

Shares48.6K

Event2026-03-31

Filed2026-04-30

GILD

GILEAD SCIENCES INC

13.02%

Shares17.2K

Event2026-03-31

Filed2026-04-30

SCHF

SCHWAB STRATEGIC TR

12.74%

Shares89.5K

Event2026-03-31

Filed2026-04-30

OKE

ONEOK INC NEW

11.99%

Shares23.6K

Event2026-03-31

Filed2026-04-30

ENB

ENBRIDGE INC

10.94%

Shares39.0K

Event2026-03-31

Filed2026-04-30

VYMI

VANGUARD WHITEHALL FDS

11.30%

Shares22.3K

Event2026-03-31

Filed2026-04-30

RSG

REPUBLIC SVCS INC

-5.14%

Shares9.3K

Event2026-03-31

Filed2026-04-30

CDNS

CADENCE DESIGN SYSTEM INC

-21.66%

Shares7.3K

Event2026-03-31

Filed2026-04-30

PNC

PNC FINL SVCS GROUP INC

12.12%

Shares9.1K

Event2026-03-31

Filed2026-04-30

ABT

ABBOTT LABORATORIES

-8.43%

Shares18.3K

Event2026-03-31

Filed2026-04-30

SCMB

SCHWAB STRATEGIC TR

0.00%

Shares71.8K

Event2026-03-31

Filed2026-04-30

TORONTO DOMINION BK ONT

12.59%

Shares19.0K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

3.99%

Shares14.2K

Event2026-03-31

Filed2026-04-30

UPS

UNITED PARCEL SVCS INC

12.12%

Shares18.0K

Event2026-03-31

Filed2026-04-30

QLD

PROSHARES TR

0.00%

Shares28.0K

Event2026-03-31

Filed2026-04-30

NOBL

PROSHARES TR

-6.59%

Shares16.0K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES TR

-1.07%

Shares3.9K

Event2026-03-31

Filed2026-04-30

FLOT

ISHARES TR

-4.42%

Shares31.9K

Event2026-03-31

Filed2026-04-30

PFF

ISHARES TR

-1.32%

Shares53.5K

Event2026-03-31

Filed2026-04-30

DOMINION ENERGY INC

13.47%

Shares24.9K

Event2026-03-31

Filed2026-04-30

ROYAL BK CDA

-1.94%

Shares9.3K

Event2026-03-31

Filed2026-04-30

ROL

ROLLINS INC

-19.81%

Shares28.1K

Event2026-03-31

Filed2026-04-30

SDY

SPDR SERIES TRUST

0.08%

Shares10.2K

Event2026-03-31

Filed2026-04-30

AZO

AUTOZONE INC

-25.00%

Shares423

Event2026-03-31

Filed2026-04-30

PRU

PRUDENTIAL FINL INC

8.38%

Shares14.4K

Event2026-03-31

Filed2026-04-30

EXR

EXTRA SPACE STORAGE INC

6.02%

Shares10.7K

Event2026-03-31

Filed2026-04-30

PFE

PFIZER INC

18.04%

Shares49.3K

Event2026-03-31

Filed2026-04-30

ERIE

ERIE INDTY CO

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-30

LII

LENNOX INTL INC

0.03%

Shares2.9K

Event2026-03-31

Filed2026-04-30

TGT

TARGET CORP

New

Shares11.2K

Event2026-03-31

Filed2026-04-30

WASTE MGMT INC DEL

-17.82%

Shares5.7K

Event2026-03-31

Filed2026-04-30

CSX

CSX CORP

-2.48%

Shares31.8K

Event2026-03-31

Filed2026-04-30

HBAN

HUNTINGTON BANCSHARES INC

12.15%

Shares82.7K

Event2026-03-31

Filed2026-04-30

MTUM

ISHARES TR

-5.39%

Shares5.4K

Event2026-03-31

Filed2026-04-30

SSO

PROSHARES TR

0.00%

Shares24.1K

Event2026-03-31

Filed2026-04-30

AT&T INC

12.99%

Shares39.2K

Event2026-03-31

Filed2026-04-30

OMC

OMNICOM GROUP INC

11.10%

Shares14.8K

Event2026-03-31

Filed2026-04-30

SCHA

SCHWAB STRATEGIC TR

3.46%

Shares37.9K

Event2026-03-31

Filed2026-04-30

XLI

SELECT SECTOR SPDR TR

10.43%

Shares6.6K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO

-1.38%

Shares7.2K

Event2026-03-31

Filed2026-04-30

INTERNATIONAL PAPER CO

10.71%

Shares28.6K

Event2026-03-31

Filed2026-04-30

TJX

TJX COS INC NEW

-0.23%

Shares6.2K

Event2026-03-31

Filed2026-04-30

MMC

MARSH & MCLENNAN COS INC

-7.72%

Shares5.7K

Event2026-03-31

Filed2026-04-30

SBUX

STARBUCKS CORP

-2.69%

Shares10.9K

Event2026-03-31

Filed2026-04-30

TSLA

TESLA INC

5.93%

Shares2.5K

Event2026-03-31

Filed2026-04-30

IEFA

ISHARES TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-30

UNP

UNION PAC CORP

-10.54%

Shares3.7K

Event2026-03-31

Filed2026-04-30

MSCI

MSCI INC

-12.43%

Shares1.6K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

2.55%

Shares1.5K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-6.09%

Shares3.0K

Event2026-03-31

Filed2026-04-30

UNH

UNITEDHEALTH GROUP INC

-77.84%

Shares3.1K

Event2026-03-31

Filed2026-04-30

XLF

SELECT SECTOR SPDR TR

-17.12%

Shares16.7K

Event2026-03-31

Filed2026-04-30

BBY

BEST BUY INC

11.98%

Shares12.8K

Event2026-03-31

Filed2026-04-30

XLE

SELECT SECTOR SPDR TR

-1.37%

Shares12.7K

Event2026-03-31

Filed2026-04-30

CNO

CNO FINL GROUP INC

0.00%

Shares18.7K

Event2026-03-31

Filed2026-04-30

SPYM

SPDR SERIES TRUST

-15.61%

Shares9.9K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

67.71%

Shares2.3K

Event2026-03-31

Filed2026-04-30

HMOP

HARTFORD FDS EXCHANGE TRADED

0.00%

Shares19.1K

Event2026-03-31

Filed2026-04-30

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-30

IVE

ISHARES TR

-17.78%

Shares3.3K

Event2026-03-31

Filed2026-04-30

HON

HONEYWELL INTL INC

0.16%

Shares3.1K

Event2026-03-31

Filed2026-04-30

AEP

AMERICAN ELEC PWR CO INC

-12.31%

Shares5.3K

Event2026-03-31

Filed2026-04-30

SCHM

SCHWAB STRATEGIC TR

25.74%

Shares21.7K

Event2026-03-31

Filed2026-04-30

PGR

PROGRESSIVE CORP

-91.35%

Shares3.4K

Event2026-03-31

Filed2026-04-30

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-30

SYK

STRYKER CORPORATION

-1.49%

Shares1.9K

Event2026-03-31

Filed2026-04-30

VEU

VANGUARD INTL EQUITY INDEX F

19.72%

Shares8.3K

Event2026-03-31

Filed2026-04-30

THFF

FIRST FINANCIAL CORPORATION

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-30

QUAL

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-30

INTU

INTUIT

-81.60%

Shares1.4K

Event2026-03-31

Filed2026-04-30

GE AEROSPACE

-93.20%

Shares2.1K

Event2026-03-31

Filed2026-04-30

NVO

NOVO-NORDISK A S

-2.38%

Shares15.4K

Event2026-03-31

Filed2026-04-30

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-30

IWM

ISHARES TR

-0.27%

Shares2.2K

Event2026-03-31

Filed2026-04-30

EMR

EMERSON ELEC CO

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-30

DFAC

DIMENSIONAL ETF TRUST

-34.99%

Shares13.7K

Event2026-03-31

Filed2026-04-30

NKE

NIKE INC

-15.32%

Shares9.6K

Event2026-03-31

Filed2026-04-30

XLU

SELECT SECTOR SPDR TR

-3.61%

Shares11.0K

Event2026-03-31

Filed2026-04-30

GEV

GE VERNOVA INC

0.00%

Shares565

Event2026-03-31

Filed2026-04-30

CRANE COMPANY

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-30

TRV

TRAVELERS COMPANIES INC

-2.10%

Shares1.6K

Event2026-03-31

Filed2026-04-30

DIS

DISNEY WALT CO

-26.12%

Shares4.9K

Event2026-03-31

Filed2026-04-30

EFX

EQUIFAX INC

-0.50%

Shares2.6K

Event2026-03-31

Filed2026-04-30

SUB

ISHARES TR

-17.75%

Shares4.4K

Event2026-03-31

Filed2026-04-30

WHR

WHIRLPOOL CORP

8.03%

Shares8.6K

Event2026-03-31

Filed2026-04-30

MCK

MCKESSON CORP

4.48%

Shares490

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD TAX-MANAGED FDS

-0.02%

Shares6.6K

Event2026-03-31

Filed2026-04-30

BP PLC

-1.13%

Shares8.8K

Event2026-03-31

Filed2026-04-30

NDAQ

NASDAQ INC

-2.26%

Shares4.8K

Event2026-03-31

Filed2026-04-30

AMD

ADVANCED MICRO DEVICES INC

-5.19%

Shares2.0K

Event2026-03-31

Filed2026-04-30

ADI

ANALOG DEVICES INC

0.24%

Shares1.2K

Event2026-03-31

Filed2026-04-30

NFLX

NETFLIX INC.

-9.36%

Shares4.1K

Event2026-03-31

Filed2026-04-30

SPYG

SPDR SERIES TRUST

-17.93%

Shares4.0K

Event2026-03-31

Filed2026-04-30

XLV

SELECT SECTOR SPDR TR

-6.87%

Shares2.7K

Event2026-03-31

Filed2026-04-30

EFA

ISHARES TR

-22.16%

Shares4.0K

Event2026-03-31

Filed2026-04-30

SPDW

SPDR INDEX SHS FDS

-11.40%

Shares8.4K

Event2026-03-31

Filed2026-04-30

BIL

SPDR SERIES TRUST

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-30

DEERE & CO

-0.61%

Shares648

Event2026-03-31

Filed2026-04-30

SCHX

SCHWAB STRATEGIC TR

New

Shares14.1K

Event2026-03-31

Filed2026-04-30

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-30

MTZ

MASTEC INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-30

EMB

ISHARES TR

2.45%

Shares3.8K

Event2026-03-31

Filed2026-04-30

GPC

GENUINE PARTS CO

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-30

CVS

CVS HEALTH CORP

0.55%

Shares4.6K

Event2026-03-31

Filed2026-04-30

ROST

ROSS STORES INC

0.79%

Shares1.5K

Event2026-03-31

Filed2026-04-30

FDX

FEDEX CORP

0.00%

Shares916

Event2026-03-31

Filed2026-04-30

DIA

STATE STR SPDR DOW JONES IND

12.42%

Shares688

Event2026-03-31

Filed2026-04-30

SPTM

SPDR SERIES TRUST

-9.05%

Shares4.0K

Event2026-03-31

Filed2026-04-30

USMV

ISHARES TR

12.23%

Shares3.4K

Event2026-03-31

Filed2026-04-30

ITA

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-04-30

TE CONNECTIVITY PLC

-4.99%

Shares1.5K

Event2026-03-31

Filed2026-04-30

WFC

WELLS FARGO & CO

-19.85%

Shares3.8K

Event2026-03-31

Filed2026-04-30

IEMG

ISHARES INC

15.45%

Shares4.3K

Event2026-03-31

Filed2026-04-30

HYD

VANECK ETF TRUST

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-30

INBK

FIRST INTERNET BANCORP

0.00%

Shares14.3K

Event2026-03-31

Filed2026-04-30

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares7.4K

Event2026-03-31

Filed2026-04-30

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-30

PAG

PENSKE AUTOMOTIVE GRP INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TR

-28.62%

Shares636

Event2026-03-31

Filed2026-04-30

COLGATE PALMOLIVE CO

-5.91%

Shares3.2K

Event2026-03-31

Filed2026-04-30

CARR

CARRIER GLOBAL CORPORATION

-2.57%

Shares4.7K

Event2026-03-31

Filed2026-04-30

PSX

PHILLIPS 66

New

Shares1.4K

Event2026-03-31

Filed2026-04-30

ASML

ASML HLDG NV

0.00%

Shares193

Event2026-03-31

Filed2026-04-30

ISRG

INTUITIVE SURGICAL INC

New

Shares549

Event2026-03-31

Filed2026-04-30

CPRT

COPART INC

-20.75%

Shares7.6K

Event2026-03-31

Filed2026-04-30

ORCL

ORACLE CORP

-8.99%

Shares1.7K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES TR

-13.82%

Shares1.2K

Event2026-03-31

Filed2026-04-30

SPYV

SPDR SERIES TRUST

-1.10%

Shares4.1K

Event2026-03-31

Filed2026-04-30

PMBS

PIMCO ETF TR

-20.75%

Shares4.6K

Event2026-03-31

Filed2026-04-30

VTEB

VANGUARD MUN BD FDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-30

KLAC

KLA CORP

New

Shares141

Event2026-03-31

Filed2026-04-30

TOYOTA MOTOR CORP

-0.60%

Shares1.0K

Event2026-03-31

Filed2026-04-30

AXP

AMERICAN EXPRESS CO

1.80%

Shares680

Event2026-03-31

Filed2026-04-30

LINDE PLC

New

Shares410

Event2026-03-31

Filed2026-04-30

DHR

DANAHER CORP DEL

-8.48%

Shares1.1K

Event2026-03-31

Filed2026-04-30

ISHARES GOLD TR

New

Shares2.3K

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR6.0K sharesnew addition2026-03-312026-04-30

IWF Put PutISHARES TR700 sharesnew addition2026-03-312026-04-30

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares6.0K

Event2026-03-31

Filed2026-04-30

IWF Put

ISHARES TR

New

Shares700

Event2026-03-31

Filed2026-04-30