Sponsored

The Analysis of Douglass Winthrop Advisors, LLC's Holdings & P&L

Currently, Douglass Winthrop Advisors, LLC holds 303 types of securities in its portfolio with a total value $5.5B. In the most recent quarter, they have increased their positions in N/A (+3.2M shares, valued at $94.0M), N/A (+252.5K shares, valued at $84.1M), N/A (+421.4K shares, valued at $40.5M); decreased their positions in TSCO (-1.6M shares, valued at $70.7M), CPNG (-2.7M shares, valued at $50.3M), N/A (-62.2K shares, valued at $29.5M); initiated new positions in N/A (+3.2M shares, valued at $94.0M), N/A (+252.5K shares, valued at $84.1M), STUB (+158.7K shares, valued at $990.0K).

1M P&L

-47.9M-1.71%

3M P&L

-126.9M-4.40%

HY P&L

-83.7M-2.95%

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

1Internet Retail358.4M

12.6%

2Software - Infrastructure347.5M

12.2%

3Consumer Electronics199.1M

7.0%

Top Industries by Stock Count

1N/A33 stocks

16.8%

2Specialty Industrial Machinery9 stocks

4.6%

3Semiconductors7 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC BERKSHIRE HATHAWAY INC875.0K shares-0.47%2026-03-312026-05-14

ALPHABET INC ALPHABET INC1.4M shares-6.81%2026-03-312026-05-14

MSFT MICROSOFT CORP715.0K shares2.75%2026-03-312026-05-14

AMZN AMAZON COM INC1.2M shares2.76%2026-03-312026-05-14

MASTERCARD INC MASTERCARD INC377.3K shares-0.23%2026-03-312026-05-14

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP188.8K shares-1.21%2026-03-312026-05-14

AAPL APPLE INC COM722.6K shares-1.34%2026-03-312026-05-14

DE DEERE & CO321.0K shares0.00%2026-03-312026-05-14

Sponsored

UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC2.2M shares-0.59%2026-03-312026-05-14

MKL MARKEL GROUP INC80.5K shares-1.76%2026-03-312026-05-14

FAST FASTENAL CO COM3.1M shares-1.06%2026-03-312026-05-14

MLM MARTIN MARIETTA MATLS INC219.1K shares-2.04%2026-03-312026-05-14

TEXAS PACIFIC LAND CORP TEXAS PACIFIC LAND CORP268.9K shares-18.80%2026-03-312026-05-14

AON PLC AON PLC394.5K shares0.49%2026-03-312026-05-14

ALPHABET INC-CL A ALPHABET INC-CL A419.0K shares-5.31%2026-03-312026-05-14

TDG TRANSDIGM GROUP INC102.8K shares0.95%2026-03-312026-05-14

Sponsored

SHW SHERWIN WILLIAMS CO370.1K shares-2.84%2026-03-312026-05-14

NETFLIX INC NETFLIX INC1.2M shares52.32%2026-03-312026-05-14

S&P GLOBAL INC S&P GLOBAL INC254.5K shares7.05%2026-03-312026-05-14

Linde PLC Linde PLC211.5K shares3.69%2026-03-312026-05-14

CNI CANADIAN NATIONAL RAILWAY CO954.3K shares-4.91%2026-03-312026-05-14

MONSTER BEVERAGE CORP MONSTER BEVERAGE CORP1.3M shares-14.22%2026-03-312026-05-14

LONDON STOCK EXCHANGE GROUP AD LONDON STOCK EXCHANGE GROUP AD3.2M sharesnew addition2026-03-312026-05-14

BROOKFIELD ASSET MANAGEMENT LT BROOKFIELD ASSET MANAGEMENT LT2.1M shares-7.58%2026-03-312026-05-14

Sponsored

CIE FINANCIERE RICHEMONT SA CIE FINANCIERE RICHEMONT SA5.2M shares-2.33%2026-03-312026-05-14

AMERICAN TOWER CORP AMERICAN TOWER CORP502.9K shares-1.17%2026-03-312026-05-14

NESTLE S A NESTLE S A854.3K shares-10.50%2026-03-312026-05-14

FERRARI N V NEW F FERRARI N V NEW F252.5K sharesnew addition2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC-CL A107 shares1.90%2026-03-312026-05-14

ROP ROPER TECHNOLOGIES INC205.9K shares-0.07%2026-03-312026-05-14

MTD METTLER-TOLEDO INTL INC53.2K shares10.32%2026-03-312026-05-14

NKE NIKE INC CLASS B1.2M shares-1.60%2026-03-312026-05-14

Sponsored

CPRT COPART INC1.6M shares306.13%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO COM129.1K shares-2.49%2026-03-312026-05-14

PG PROCTER & GAMBLE COMPANY COM254.1K shares-0.75%2026-03-312026-05-14

MERCK & CO. INC. MERCK & CO. INC.292.3K shares-4.88%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON COM103.8K shares-4.17%2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC59.8K shares-0.33%2026-03-312026-05-14

NVDA NVIDIA CORP121.3K shares15.83%2026-03-312026-05-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO70.5K shares0.16%2026-03-312026-05-14

Sponsored

XOM EXXON MOBIL CORP112.8K shares0.01%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MFG CO AD52.0K shares-10.35%2026-03-312026-05-14

V VISA INC-CLASS A SHARES56.8K shares-1.56%2026-03-312026-05-14

DOV DOVER CORP77.2K shares-2.54%2026-03-312026-05-14

ASML ASML HOLDING NV-NY REG SHS10.5K shares-19.69%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC24.8K shares-0.02%2026-03-312026-05-14

ABBVIE INC ABBVIE INC52.9K shares0.35%2026-03-312026-05-14

KO THE COCA-COLA CO146.4K shares0.27%2026-03-312026-05-14

Sponsored

DHR DANAHER CORP58.3K shares-0.02%2026-03-312026-05-14

SPY SPDR S&P 500 ETF TR TR UNIT16.9K shares-19.75%2026-03-312026-05-14

TJX TJX COS INC NEW66.6K shares-0.36%2026-03-312026-05-14

WM WASTE MANAGEMENT INC44.6K shares3.11%2026-03-312026-05-14

SCHNEIDER ELECT SE-UNSP ADR SCHNEIDER ELECT SE-UNSP ADR185.4K shares0.31%2026-03-312026-05-14

UNP UNION PAC CORP40.9K shares16.10%2026-03-312026-05-14

LLY ELI LILLY AND CO10.1K shares-0.88%2026-03-312026-05-14

MELI MERCADOLIBRE INC5.1K shares6.04%2026-03-312026-05-14

Sponsored

WMT WALMART INC66.6K shares-0.21%2026-03-312026-05-14

MCD MCDONALD'S CORP26.0K shares0.04%2026-03-312026-05-14

HD HOME DEPOT INC23.2K shares-0.69%2026-03-312026-05-14

MCO MOODY'S CORP17.2K shares5.46%2026-03-312026-05-14

AIRBUS SE - UNSP ADR AIRBUS SE - UNSP ADR153.6K shares5.99%2026-03-312026-05-14

INTU INTUIT INC16.0K shares25.43%2026-03-312026-05-14

PEP PEPSICO INC43.8K shares-2.97%2026-03-312026-05-14

L'OREAL-UNSPONSORED ADR L'OREAL-UNSPONSORED ADR81.7K shares-2.18%2026-03-312026-05-14

Sponsored

SNPS SYNOPSYS INC16.6K shares21.48%2026-03-312026-05-14

CPNG COUPANG INC345.0K shares-88.53%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP22.1K shares27.95%2026-03-312026-05-14

CAT CATERPILLAR INC8.9K shares-1.53%2026-03-312026-05-14

URI UNITED RENTALS INC8.6K shares-6.21%2026-03-312026-05-14

CEG CONSTELLATION ENERGY22.1K shares5.91%2026-03-312026-05-14

VANGUARD INDEX FDS S&P 500 ETF VANGUARD INDEX FDS S&P 500 ETF9.9K shares-6.38%2026-03-312026-05-14

ACCENTURE PLC ACCENTURE PLC28.1K shares-3.45%2026-03-312026-05-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS C22.7K shares0.57%2026-03-312026-05-14

WAB WABTEC21.6K shares7.25%2026-03-312026-05-14

CARR CARRIER GLOBAL CORP94.7K shares12.28%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING INC25.8K shares-4.69%2026-03-312026-05-14

AJG GALLAGHER ARTHUR J & CO23.9K shares-2.97%2026-03-312026-05-14

CVX CHEVRON CORP NEW24.5K shares1.08%2026-03-312026-05-14

BROADCOM INC BROADCOM INC16.2K shares-0.04%2026-03-312026-05-14

ABT ABBOTT LABORATORIES48.3K shares0.19%2026-03-312026-05-14

Sponsored

TESLA INC TESLA INC12.9K shares-0.19%2026-03-312026-05-14

BF.B BROWN FORMAN CORP CLASS B180.9K shares-7.42%2026-03-312026-05-14

META PLATFORMS INC CLASS A META PLATFORMS INC CLASS A8.1K shares-12.44%2026-03-312026-05-14

VRSK VERISK ANALYTICS INC24.4K shares65.09%2026-03-312026-05-14

CTAS CINTAS CORP COM25.4K shares0.00%2026-03-312026-05-14

VINCI S A ADR VINCI S A ADR112.9K shares60.33%2026-03-312026-05-14

GOLDMAN SACHS GROUP INC GOLDMAN SACHS GROUP INC4.9K shares-0.55%2026-03-312026-05-14

BK BANK NEW YORK MELLON COR32.3K shares1.25%2026-03-312026-05-14

Sponsored

BALL BALL CORP62.2K shares-9.33%2026-03-312026-05-14

GLW CORNING INC26.7K shares2.70%2026-03-312026-05-14

THE CIGNA GROUP THE CIGNA GROUP13.3K shares-0.05%2026-03-312026-05-14

DASTY DASSAULT SYS S A SPONSORED ADR167.7K shares91.76%2026-03-312026-05-14

CNM CORE & MAIN INC-CLASS A66.7K shares-3.57%2026-03-312026-05-14

ALLE Allegion PLC22.2K shares0.00%2026-03-312026-05-14

CMG CHIPOTLE MEXICAN GRILL INC98.8K shares-18.45%2026-03-312026-05-14

AMGN AMGEN INCORPORATED8.9K shares-4.43%2026-03-312026-05-14

Sponsored

ZOETIS INC ZOETIS INC26.5K shares-17.42%2026-03-312026-05-14

IR Ingersoll Rand Inc39.0K shares0.00%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC18.4K shares0.34%2026-03-312026-05-14

CET CENTRAL SECURITIES CF59.4K shares0.00%2026-03-312026-05-14

MCKESSON CORP MCKESSON CORP3.3K shares110.86%2026-03-312026-05-14

CB CHUBB LTD8.3K shares-9.00%2026-03-312026-05-14

NEE NEXTERA ENERGY INC28.5K shares-2.75%2026-03-312026-05-14

SOUTHERN CROSS GOLD CONS LTD C SOUTHERN CROSS GOLD CONS LTD C409.7K shares3.30%2026-03-312026-05-14

Sponsored

CENCORA INC CENCORA INC7.9K shares-1.74%2026-03-312026-05-14

SAP SAP SE F SPONSORED ADR 1 ADR R14.0K shares0.00%2026-03-312026-05-14

BAC BANK OF AMERICA CORP47.5K shares0.10%2026-03-312026-05-14

GLD SPDR GOLD TRUST5.3K shares-8.84%2026-03-312026-05-14

EFA ISHARES MSCI EAFE ETF23.1K shares-10.54%2026-03-312026-05-14

SHOPIFY INC F CLASS A SHOPIFY INC F CLASS A18.7K shares0.00%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP3.2K shares-0.31%2026-03-312026-05-14

WWD WOODWARD INC COM6.0K shares0.00%2026-03-312026-05-14

Sponsored

VANGUARD INFORMATION TECHNOLO VANGUARD INFORMATION TECHNOLO3.1K shares-3.91%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE7.4K shares-12.83%2026-03-312026-05-14

MKC MCCORMICK & CO INC COM NON VTG41.5K shares0.00%2026-03-312026-05-14

DIS WALT DISNEY CO/THE21.5K shares-2.90%2026-03-312026-05-14

ORCL ORACLE CORP COM14.0K shares0.24%2026-03-312026-05-14

TSCO TRACTOR SUPPLY CO45.1K shares-97.19%2026-03-312026-05-14

CSX CSX CORP49.0K shares0.00%2026-03-312026-05-14

GE VERNOVA INC GE VERNOVA INC2.3K shares4.07%2026-03-312026-05-14

Sponsored

VUG VANGUARD INDEX FDS VANGUARD GR4.5K shares0.59%2026-03-312026-05-14

BMY BRISTOL MYERS SQUIBB CO31.5K shares0.32%2026-03-312026-05-14

SBUX STARBUCKS CORP21.0K shares-22.18%2026-03-312026-05-14

LOW LOWES COS INC7.8K shares-0.93%2026-03-312026-05-14

TRAVELERS COS INC TRAVELERS COS INC6.2K shares0.00%2026-03-312026-05-14

HON HONEYWELL INTL INC7.7K shares-2.28%2026-03-312026-05-14

ISHARES GOLD ETF ISHARES GOLD ETF18.7K shares0.00%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC14.3K shares-5.84%2026-03-312026-05-14

Sponsored

SALESFORCE INC SALESFORCE INC8.7K shares-12.41%2026-03-312026-05-14

AME AMETEK INC NEW COM7.5K shares0.00%2026-03-312026-05-14

3M CO 3M CO10.9K shares-27.25%2026-03-312026-05-14

RTX CORP RTX CORP8.2K shares0.57%2026-03-312026-05-14

NVS NOVARTIS AG-SPONSORED ADR9.8K shares0.00%2026-03-312026-05-14

AMERIPRISE FINL INC AMERIPRISE FINL INC3.3K shares0.00%2026-03-312026-05-14

BP BP P L C F SPONSORED ADR 1 ADR30.7K shares1.15%2026-03-312026-05-14

PFE PFIZER INC49.2K shares-4.95%2026-03-312026-05-14

Sponsored

EFX EQUIFAX INC7.7K shares-0.78%2026-03-312026-05-14

JOINT CORP JOINT CORP149.1K shares0.00%2026-03-312026-05-14

SERVICENOW INC SERVICENOW INC12.6K shares28.03%2026-03-312026-05-14

AMAT APPLIED MATLS INC3.8K shares-3.19%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS DIV6.0K shares-9.77%2026-03-312026-05-14

UPS United Parcel Service Cl B12.8K shares0.00%2026-03-312026-05-14

WFC WELLS FARGO & CO15.7K shares-1.15%2026-03-312026-05-14

CAH CARDINAL HEALTH INC5.9K shares0.00%2026-03-312026-05-14

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.3K shares124.25%2026-03-312026-05-14

VISTRA CORP VISTRA CORP7.7K shares0.00%2026-03-312026-05-14

NTRS NORTHERN TRUST CORP8.0K shares-2.51%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP1.7K shares-2.93%2026-03-312026-05-14

XYZ BLOCK INC CL A17.2K shares0.00%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC4.0K shares3.26%2026-03-312026-05-14

STUB STUBHUB HOLDINGS INC158.7K sharesnew addition2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC8.0K shares0.00%2026-03-312026-05-14

Sponsored

VEA VANGUARD INTL FD FTSE DEVELOPE15.3K shares0.00%2026-03-312026-05-14

CSCO Cisco Systems Inc12.6K shares-12.18%2026-03-312026-05-14

EPD ENTERPRISE PRODS PART LP25.8K shares0.00%2026-03-312026-05-14

GHC GRAHAM HLDGS CO COM CL B895 shares0.00%2026-03-312026-05-14

OKE Oneok Inc10.5K shares0.00%2026-03-312026-05-14

SUNRISE ENERGY METALS LTD SUNRISE ENERGY METALS LTD156.9K shares28.36%2026-03-312026-05-14

INTERCONTINENTAL EXCHANG INTERCONTINENTAL EXCHANG6.0K shares-3.55%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC2.0K shares0.94%2026-03-312026-05-14

Sponsored

IDEXX LABS INC IDEXX LABS INC1.7K shares-0.36%2026-03-312026-05-14

BA BOEING CO4.6K shares-3.08%2026-03-312026-05-14

INTC INTEL CORP20.2K shares-2.84%2026-03-312026-05-14

AES CORP AES CORP62.2K shares-1.46%2026-03-312026-05-14

ALTRIA GROUP INC ALTRIA GROUP INC13.2K shares-4.26%2026-03-312026-05-14

MS MORGAN STANLEY COM NEW5.3K shares-0.82%2026-03-312026-05-14

ADM ARCHER-DANIELS-MIDLAND CO COM12.0K shares0.00%2026-03-312026-05-14

ROL ROLLINS ORD SHS16.3K shares-0.11%2026-03-312026-05-14

Sponsored

TFC TRUIST FINL CORP18.9K shares0.00%2026-03-312026-05-14

MDY SPDR S&P MIDCAP 400 ETF TRST1.4K shares0.00%2026-03-312026-05-14

EATON CORP PLC F EATON CORP PLC F2.4K shares-9.72%2026-03-312026-05-14

GDX VANECK ETF TR GOLD MINERS ETF9.1K shares0.00%2026-03-312026-05-14

GILD GILEAD SCIENCES INC6.0K shares0.00%2026-03-312026-05-14

APD AIR PRODUCTS & CHEMICALS INC2.7K shares1.87%2026-03-312026-05-14

ALPS ETF TR ALERIAN MLP ETF NE ALPS ETF TR ALERIAN MLP ETF NE15.0K shares0.00%2026-03-312026-05-14

PAYX PAYCHEX INC8.5K shares-1.16%2026-03-312026-05-14

Sponsored

MU MICRON TECHNOLOGY INC2.3K shares0.00%2026-03-312026-05-14

QUANTA SVCS INC QUANTA SVCS INC1.4K shares-1.97%2026-03-312026-05-14

COMPASS INC CLASS A COMPASS INC CLASS A101.9K shares-0.29%2026-03-312026-05-14

SHEL SHELL PLC-ADR7.9K shares0.00%2026-03-312026-05-14

QUEST DIAGNOSTICS INC QUEST DIAGNOSTICS INC3.7K shares0.00%2026-03-312026-05-14

IWB ISHARES RUSSELL 1000 ETF2.0K shares0.00%2026-03-312026-05-14

ISHARES BITCOIN ETF ISHARES BITCOIN ETF18.2K shares0.00%2026-03-312026-05-14

MPC MARATHON PETROLEUM CORP COM2.9K shares0.00%2026-03-312026-05-14

Sponsored

O REILLY AUTOMOTIVE INC O REILLY AUTOMOTIVE INC7.5K shares-19.26%2026-03-312026-05-14

BKNG BOOKING HLDGS INC COM163 shares0.00%2026-03-312026-05-14

CMI CUMMINS INC COM1.2K shares4.19%2026-03-312026-05-14

CSL CARLISLE COS INC2.0K shares-0.40%2026-03-312026-05-14

SYK STRYKER CORP2.0K shares-21.88%2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC COM NEW1.5K shares0.00%2026-03-312026-05-14

DAL DELTA AIR LINES INC9.6K shares0.00%2026-03-312026-05-14

BNP PARIBAS F SPONSORED ADR 1 BNP PARIBAS F SPONSORED ADR 113.1K shares-62.46%2026-03-312026-05-14

Sponsored

GEL GENESIS ENERGY L P LP35.0K shares0.00%2026-03-312026-05-14

PSLV SPROTT PHYSICAL SILVER TRUST25.4K shares0.00%2026-03-312026-05-14

RPM RPM INTL INC COM6.2K shares0.00%2026-03-312026-05-14

GDXJ VANECK JUNIOR GOLD MINERS5.1K shares8.92%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC CLASS A10.5K shares0.38%2026-03-312026-05-14

RSG REPUBLIC SVCS INC2.8K shares-0.65%2026-03-312026-05-14

ECL ECOLAB INC2.2K shares2.85%2026-03-312026-05-14

NXP SEMICONDUCTORS N V F NXP SEMICONDUCTORS N V F3.0K shares0.00%2026-03-312026-05-14

Sponsored

GUNR FLEXSHARES TR MORNINGSTAR GLOB10.6K shares-35.83%2026-03-312026-05-14

TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR6.4K shares0.00%2026-03-312026-05-14

HCA HEALTHCARE INC HCA HEALTHCARE INC1.2K shares0.00%2026-03-312026-05-14

COMCAST CORP NEW CLASS A COMCAST CORP NEW CLASS A19.8K shares-5.71%2026-03-312026-05-14

CL COLGATE-PALMOLIVE CO6.7K shares-5.00%2026-03-312026-05-14

AVAV AEROVIRONMENT INC3.0K shares0.00%2026-03-312026-05-14

FORAN MINING CORPORATION FORAN MINING CORPORATION138.7K shares8.19%2026-03-312026-05-14

VIK VIKING HOLDINGS LTD7.3K shares14.17%2026-03-312026-05-14

Sponsored

NJR NEW JERSEY RES CORP COM9.0K shares0.00%2026-03-312026-05-14

LH LABCORP HLDGS INC1.8K shares2.48%2026-03-312026-05-14

VERIZON COMMUNICATIONS I VERIZON COMMUNICATIONS I9.3K shares-48.36%2026-03-312026-05-14

JCI JOHNSON CTLS INTL PLC SHS ISIN3.6K shares-1.82%2026-03-312026-05-14

ATEX RES INC COM ATEX RES INC COM202.5K shares24.04%2026-03-312026-05-14

EXTRA SPACE STORAGE INC REIT EXTRA SPACE STORAGE INC REIT3.5K shares0.00%2026-03-312026-05-14

VB VANGUARD INDEX FDS VANGUARD SM1.8K shares-24.81%2026-03-312026-05-14

APH Amphenol Corp3.6K shares-1.44%2026-03-312026-05-14

Sponsored

IVV ISHARES CORE S&P 500 ETF IV683 shares-62.86%2026-03-312026-05-14

GWW GRAINGER W W INC406 shares0.00%2026-03-312026-05-14

FLEX LTD F FLEX LTD F6.6K shares0.00%2026-03-312026-05-14

GLOBAL X SILVER MINERS ETF GLOBAL X SILVER MINERS ETF4.8K shares0.00%2026-03-312026-05-14

SPDR S&P 500 FOSSIL FUEL RES F SPDR S&P 500 FOSSIL FUEL RES F8.0K shares0.00%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR TECHNOLO3.2K shares0.00%2026-03-312026-05-14

YUM YUM BRANDS INC2.7K shares0.00%2026-03-312026-05-14

CORTEVA INC CORTEVA INC5.0K shares0.00%2026-03-312026-05-14

Sponsored

SYY Sysco Corp5.9K shares6.51%2026-03-312026-05-14

PGR PROGRESSIVE CORP OH2.1K shares-3.49%2026-03-312026-05-14

ADOBE INC ADOBE INC1.7K shares1.84%2026-03-312026-05-14

CHD CHURCH & DWIGHT INC COM4.3K shares0.00%2026-03-312026-05-14

CCK CROWN HLDGS INC4.0K shares-13.04%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP COM443 shares0.00%2026-03-312026-05-14

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW6.9K shares-15.24%2026-03-312026-05-14

KMB KIMBERLY CLARK CORP4.1K shares-4.68%2026-03-312026-05-14

Sponsored

CMPO GPGI INC23.0K sharesnew addition2026-03-312026-05-14

PRU PRUDENTIAL FINL INC4.0K shares-9.07%2026-03-312026-05-14

QXO QXO INC COM PAR VALUE $0 0000120.0K shares0.00%2026-03-312026-05-14

ARCC ARES CAP CORP COM21.2K shares2.74%2026-03-312026-05-14

PFF ISHARES TR PFD & INCOME SECS E12.5K shares0.00%2026-03-312026-05-14

SPROTT PHYSICAL GOLD ETV SPROTT PHYSICAL GOLD ETV10.7K shares0.00%2026-03-312026-05-14

KINDER MORGAN INC DEL KINDER MORGAN INC DEL11.3K shares0.00%2026-03-312026-05-14

VERTEX PHARMACEUTICALS I VERTEX PHARMACEUTICALS I841 shares0.00%2026-03-312026-05-14

Sponsored

ITOT ISHARES TOTAL US STOCK MARKET2.6K shares-13.02%2026-03-312026-05-14

UMBF UMB FINL CORP3.3K shares-21.50%2026-03-312026-05-14

CDW CORP CDW CORP3.0K shares-0.63%2026-03-312026-05-14

MTB M & T BK CORP COM1.8K shares0.00%2026-03-312026-05-14

SO SOUTHERN CO3.7K shares0.00%2026-03-312026-05-14

PPG PPG INDS INC COM3.3K shares0.00%2026-03-312026-05-14

NATR NATURES SUNSHINE PRODS INC COM14.6K shares0.00%2026-03-312026-05-14

SIEGY SIEMENS A G F SPONSORED ADR 12.9K shares0.00%2026-03-312026-05-14

Sponsored

TARGET CORP CLASS EQUITY TARGET CORP CLASS EQUITY2.9K shares-5.00%2026-03-312026-05-14

INVESCO NASDAQ 100 ETF INVESCO NASDAQ 100 ETF1.4K shares-65.42%2026-03-312026-05-14

EEM ISHARES MSCI EMERGING MARKET6.0K shares0.00%2026-03-312026-05-14

IBERDROLA S A SPONSORED ADR RE IBERDROLA S A SPONSORED ADR RE3.7K shares0.00%2026-03-312026-05-14

QNITY ELECTRONICS INC COMMON S QNITY ELECTRONICS INC COMMON S2.9K shares-4.22%2026-03-312026-05-14

WHITE MOUNTAINS INS F DUTCH TE WHITE MOUNTAINS INS F DUTCH TE150 shares0.00%2026-03-312026-05-14

EXE EXPAND ENERGY CORP3.0K shares8.18%2026-03-312026-05-14

ENERGY TRANSFER L P LP ENERGY TRANSFER L P LP16.9K shares0.00%2026-03-312026-05-14

Sponsored

CONOCOPHILLIPS CONOCOPHILLIPS2.4K sharesnew addition2026-03-312026-05-14

BHP BHP GROUP LTD SPONSORED ADR IS4.3K sharesnew addition2026-03-312026-05-14

QCOM QUALCOMM INC2.4K shares0.84%2026-03-312026-05-14

AZO AUTOZONE INC90 shares-11.76%2026-03-312026-05-14

BABA ALIBABA GROUP HLDG LTD SPONSOR2.4K shares6.67%2026-03-312026-05-14

ELV ELEVANCE HEALTH INC1.0K shares-8.89%2026-03-312026-05-14

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC2.6K shares0.00%2026-03-312026-05-14

IJH ISHARES CORE S&P MIDCAP ETF4.3K shares0.00%2026-03-312026-05-14

Sponsored

VTI VANGUARD TOTAL STOCK MARKET ET898 shares-69.77%2026-03-312026-05-14

DIAGEO PLC F SPONSORED ADR 1 A DIAGEO PLC F SPONSORED ADR 1 A3.8K shares-23.12%2026-03-312026-05-14

CITIGROUP INC COM NEW CITIGROUP INC COM NEW2.5K sharesnew addition2026-03-312026-05-14

IWS ISHARES RUSSELL MID CAP VALUE1.9K shares0.00%2026-03-312026-05-14

SILJ AMPLIFY JUNIOR SILVER MINERS9.5K shares18.75%2026-03-312026-05-14

AMERICAN OVERSEAS ORDF AMERICAN OVERSEAS ORDF240 shares0.00%2026-03-312026-05-14

TROW PRICE T ROWE GROUP INC COM3.1K shares-69.44%2026-03-312026-05-14

ARKB ARK 21SHARES BITCOIN ETF SHS B12.2K shares0.00%2026-03-312026-05-14

Sponsored

ICICI BK LTD F SPONSORED ADR 1 ICICI BK LTD F SPONSORED ADR 110.3K shares-5.23%2026-03-312026-05-14

EMR EMERSON ELEC CO2.0K shares0.89%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC1.6K shares-28.38%2026-03-312026-05-14

BLACKROCK INC NEW BLACKROCK INC NEW273 shares37.19%2026-03-312026-05-14

WBS WEBSTER FINL CORP3.7K shares0.00%2026-03-312026-05-14

BLACKROCK CORPORATE HIGH BLACKROCK CORPORATE HIGH30.0K sharesnew addition2026-03-312026-05-14

TARGA RES CORP TARGA RES CORP999 sharesnew addition2026-03-312026-05-14

EQIX Equinix Inc254 sharesnew addition2026-03-312026-05-14

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC5.3K shares-12.46%2026-03-312026-05-14

CIE FINANCIERE RICHEMO-A REG CIE FINANCIERE RICHEMO-A REG1.4K shares0.00%2026-03-312026-05-14

ROCHE HLDGS LTD SPONSORED ADR ROCHE HLDGS LTD SPONSORED ADR4.8K shares0.00%2026-03-312026-05-14

ADI ANALOG DEVICES INC742 shares-52.65%2026-03-312026-05-14

FDX FEDEX CORP COM661 sharesnew addition2026-03-312026-05-14

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.0K shares0.00%2026-03-312026-05-14

XYLEM INC XYLEM INC1.9K shares0.00%2026-03-312026-05-14

ENCOMPASS HEALTH CORP ENCOMPASS HEALTH CORP2.4K shares-7.69%2026-03-312026-05-14

Sponsored

AMD ADVANCED MICRO DEVICE IN1.1K shares0.00%2026-03-312026-05-14

SCHW CHARLES SCHWAB CORP2.4K shares-61.34%2026-03-312026-05-14

HSY HERSHEY CO1.1K sharesnew addition2026-03-312026-05-14

STT STATE STR CORP1.8K shares3.23%2026-03-312026-05-14

MPLX LP LP MPLX LP LP3.8K shares0.00%2026-03-312026-05-14

OGS One Gas Inc2.5K sharesnew addition2026-03-312026-05-14

BF.A BROWN-FORMAN CORP-CLASS A7.9K shares0.00%2026-03-312026-05-14

MMC Marsh & McLennan Companies Inc1.2K shares-29.74%2026-03-312026-05-14

Sponsored

TETRA TECHNOLOGIES INC D TETRA TECHNOLOGIES INC D15.0K shares0.00%2026-03-312026-05-14

GOLDSKY RESOURCES CORP GOLDSKY RESOURCES CORP32.0K sharesnew addition2026-03-312026-05-14

PULSAR HELIUM INC PULSAR HELIUM INC45.0K sharesnew addition2026-03-312026-05-14

UCORE RARE METALS INC UCORE RARE METALS INC10.0K sharesnew addition2026-03-312026-05-14

BLDP BALLARD PWR SYS INC NEW COM11.0K shares0.00%2026-03-312026-05-14

INTL BRIQUETTE HLD ORDF INTL BRIQUETTE HLD ORDF20.0K shares0.00%2026-03-312026-05-14

MYECHECK INC COM NEW MYECHECK INC COM NEW17.5K shares0.00%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC

-0.47%

Shares875.0K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-6.81%

Shares1.4M

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

2.75%

Shares715.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

2.76%

Shares1.2M

Event2026-03-31

Filed2026-05-14

MASTERCARD INC

-0.23%

Shares377.3K

Event2026-03-31

Filed2026-05-14

COSTCO WHOLESALE CORP

-1.21%

Shares188.8K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC COM

-1.34%

Shares722.6K

Event2026-03-31

Filed2026-05-14

DEERE & CO

0.00%

Shares321.0K

Event2026-03-31

Filed2026-05-14

UBER TECHNOLOGIES INC

-0.59%

Shares2.2M

Event2026-03-31

Filed2026-05-14

MKL

MARKEL GROUP INC

-1.76%

Shares80.5K

Event2026-03-31

Filed2026-05-14

FAST

FASTENAL CO COM

-1.06%

Shares3.1M

Event2026-03-31

Filed2026-05-14

MLM

MARTIN MARIETTA MATLS INC

-2.04%

Shares219.1K

Event2026-03-31

Filed2026-05-14

TEXAS PACIFIC LAND CORP

-18.80%

Shares268.9K

Event2026-03-31

Filed2026-05-14

AON PLC

0.49%

Shares394.5K

Event2026-03-31

Filed2026-05-14

ALPHABET INC-CL A

-5.31%

Shares419.0K

Event2026-03-31

Filed2026-05-14

TDG

TRANSDIGM GROUP INC

0.95%

Shares102.8K

Event2026-03-31

Filed2026-05-14

SHW

SHERWIN WILLIAMS CO

-2.84%

Shares370.1K

Event2026-03-31

Filed2026-05-14

NETFLIX INC

52.32%

Shares1.2M

Event2026-03-31

Filed2026-05-14

S&P GLOBAL INC

7.05%

Shares254.5K

Event2026-03-31

Filed2026-05-14

Linde PLC

3.69%

Shares211.5K

Event2026-03-31

Filed2026-05-14

CNI

CANADIAN NATIONAL RAILWAY CO

-4.91%

Shares954.3K

Event2026-03-31

Filed2026-05-14

MONSTER BEVERAGE CORP

-14.22%

Shares1.3M

Event2026-03-31

Filed2026-05-14

LONDON STOCK EXCHANGE GROUP AD

New

Shares3.2M

Event2026-03-31

Filed2026-05-14

BROOKFIELD ASSET MANAGEMENT LT

-7.58%

Shares2.1M

Event2026-03-31

Filed2026-05-14

CIE FINANCIERE RICHEMONT SA

-2.33%

Shares5.2M

Event2026-03-31

Filed2026-05-14

AMERICAN TOWER CORP

-1.17%

Shares502.9K

Event2026-03-31

Filed2026-05-14

NESTLE S A

-10.50%

Shares854.3K

Event2026-03-31

Filed2026-05-14

FERRARI N V NEW F

New

Shares252.5K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC-CL A

1.90%

Shares107

Event2026-03-31

Filed2026-05-14

ROP

ROPER TECHNOLOGIES INC

-0.07%

Shares205.9K

Event2026-03-31

Filed2026-05-14

MTD

METTLER-TOLEDO INTL INC

10.32%

Shares53.2K

Event2026-03-31

Filed2026-05-14

NKE

NIKE INC CLASS B

-1.60%

Shares1.2M

Event2026-03-31

Filed2026-05-14

CPRT

COPART INC

306.13%

Shares1.6M

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO COM

-2.49%

Shares129.1K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE COMPANY COM

-0.75%

Shares254.1K

Event2026-03-31

Filed2026-05-14

MERCK & CO. INC.

-4.88%

Shares292.3K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON COM

-4.17%

Shares103.8K

Event2026-03-31

Filed2026-05-14

TRANE TECHNOLOGIES PLC

-0.33%

Shares59.8K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORP

15.83%

Shares121.3K

Event2026-03-31

Filed2026-05-14

JPMORGAN CHASE & CO

0.16%

Shares70.5K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.01%

Shares112.8K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MFG CO AD

-10.35%

Shares52.0K

Event2026-03-31

Filed2026-05-14

VISA INC-CLASS A SHARES

-1.56%

Shares56.8K

Event2026-03-31

Filed2026-05-14

DOV

DOVER CORP

-2.54%

Shares77.2K

Event2026-03-31

Filed2026-05-14

ASML

ASML HOLDING NV-NY REG SHS

-19.69%

Shares10.5K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

-0.02%

Shares24.8K

Event2026-03-31

Filed2026-05-14

ABBVIE INC

0.35%

Shares52.9K

Event2026-03-31

Filed2026-05-14

THE COCA-COLA CO

0.27%

Shares146.4K

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORP

-0.02%

Shares58.3K

Event2026-03-31

Filed2026-05-14

SPY

SPDR S&P 500 ETF TR TR UNIT

-19.75%

Shares16.9K

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

-0.36%

Shares66.6K

Event2026-03-31

Filed2026-05-14

WASTE MANAGEMENT INC

3.11%

Shares44.6K

Event2026-03-31

Filed2026-05-14

SCHNEIDER ELECT SE-UNSP ADR

0.31%

Shares185.4K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

16.10%

Shares40.9K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY AND CO

-0.88%

Shares10.1K

Event2026-03-31

Filed2026-05-14

MELI

MERCADOLIBRE INC

6.04%

Shares5.1K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-0.21%

Shares66.6K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALD'S CORP

0.04%

Shares26.0K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-0.69%

Shares23.2K

Event2026-03-31

Filed2026-05-14

MCO

MOODY'S CORP

5.46%

Shares17.2K

Event2026-03-31

Filed2026-05-14

AIRBUS SE - UNSP ADR

5.99%

Shares153.6K

Event2026-03-31

Filed2026-05-14

INTU

INTUIT INC

25.43%

Shares16.0K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

-2.97%

Shares43.8K

Event2026-03-31

Filed2026-05-14

L'OREAL-UNSPONSORED ADR

-2.18%

Shares81.7K

Event2026-03-31

Filed2026-05-14

SNPS

SYNOPSYS INC

21.48%

Shares16.6K

Event2026-03-31

Filed2026-05-14

CPNG

COUPANG INC

-88.53%

Shares345.0K

Event2026-03-31

Filed2026-05-14

NSC

NORFOLK SOUTHN CORP

27.95%

Shares22.1K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

-1.53%

Shares8.9K

Event2026-03-31

Filed2026-05-14

URI

UNITED RENTALS INC

-6.21%

Shares8.6K

Event2026-03-31

Filed2026-05-14

CEG

CONSTELLATION ENERGY

5.91%

Shares22.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS S&P 500 ETF

-6.38%

Shares9.9K

Event2026-03-31

Filed2026-05-14

ACCENTURE PLC

-3.45%

Shares28.1K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS C

0.57%

Shares22.7K

Event2026-03-31

Filed2026-05-14

WAB

WABTEC

7.25%

Shares21.6K

Event2026-03-31

Filed2026-05-14

CARR

CARRIER GLOBAL CORP

12.28%

Shares94.7K

Event2026-03-31

Filed2026-05-14

ADP

AUTOMATIC DATA PROCESSING INC

-4.69%

Shares25.8K

Event2026-03-31

Filed2026-05-14

AJG

GALLAGHER ARTHUR J & CO

-2.97%

Shares23.9K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORP NEW

1.08%

Shares24.5K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-0.04%

Shares16.2K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

0.19%

Shares48.3K

Event2026-03-31

Filed2026-05-14

TESLA INC

-0.19%

Shares12.9K

Event2026-03-31

Filed2026-05-14

BF.B

BROWN FORMAN CORP CLASS B

-7.42%

Shares180.9K

Event2026-03-31

Filed2026-05-14

META PLATFORMS INC CLASS A

-12.44%

Shares8.1K

Event2026-03-31

Filed2026-05-14

VRSK

VERISK ANALYTICS INC

65.09%

Shares24.4K

Event2026-03-31

Filed2026-05-14

CTAS

CINTAS CORP COM

0.00%

Shares25.4K

Event2026-03-31

Filed2026-05-14

VINCI S A ADR

60.33%

Shares112.9K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

-0.55%

Shares4.9K

Event2026-03-31

Filed2026-05-14

BANK NEW YORK MELLON COR

1.25%

Shares32.3K

Event2026-03-31

Filed2026-05-14

BALL

BALL CORP

-9.33%

Shares62.2K

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

2.70%

Shares26.7K

Event2026-03-31

Filed2026-05-14

THE CIGNA GROUP

-0.05%

Shares13.3K

Event2026-03-31

Filed2026-05-14

DASTY

DASSAULT SYS S A SPONSORED ADR

91.76%

Shares167.7K

Event2026-03-31

Filed2026-05-14

CNM

CORE & MAIN INC-CLASS A

-3.57%

Shares66.7K

Event2026-03-31

Filed2026-05-14

ALLE

Allegion PLC

0.00%

Shares22.2K

Event2026-03-31

Filed2026-05-14

CMG

CHIPOTLE MEXICAN GRILL INC

-18.45%

Shares98.8K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INCORPORATED

-4.43%

Shares8.9K

Event2026-03-31

Filed2026-05-14

ZOETIS INC

-17.42%

Shares26.5K

Event2026-03-31

Filed2026-05-14

Ingersoll Rand Inc

0.00%

Shares39.0K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

0.34%

Shares18.4K

Event2026-03-31

Filed2026-05-14

CET

CENTRAL SECURITIES CF

0.00%

Shares59.4K

Event2026-03-31

Filed2026-05-14

MCKESSON CORP

110.86%

Shares3.3K

Event2026-03-31

Filed2026-05-14

CHUBB LTD

-9.00%

Shares8.3K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

-2.75%

Shares28.5K

Event2026-03-31

Filed2026-05-14

SOUTHERN CROSS GOLD CONS LTD C

3.30%

Shares409.7K

Event2026-03-31

Filed2026-05-14

CENCORA INC

-1.74%

Shares7.9K

Event2026-03-31

Filed2026-05-14

SAP

SAP SE F SPONSORED ADR 1 ADR R

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-14

BAC

BANK OF AMERICA CORP

0.10%

Shares47.5K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TRUST

-8.84%

Shares5.3K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES MSCI EAFE ETF

-10.54%

Shares23.1K

Event2026-03-31

Filed2026-05-14

SHOPIFY INC F CLASS A

0.00%

Shares18.7K

Event2026-03-31

Filed2026-05-14

NOC

NORTHROP GRUMMAN CORP

-0.31%

Shares3.2K

Event2026-03-31

Filed2026-05-14

WWD

WOODWARD INC COM

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-14

VANGUARD INFORMATION TECHNOLO

-3.91%

Shares3.1K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

-12.83%

Shares7.4K

Event2026-03-31

Filed2026-05-14

MKC

MCCORMICK & CO INC COM NON VTG

0.00%

Shares41.5K

Event2026-03-31

Filed2026-05-14

DIS

WALT DISNEY CO/THE

-2.90%

Shares21.5K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP COM

0.24%

Shares14.0K

Event2026-03-31

Filed2026-05-14

TSCO

TRACTOR SUPPLY CO

-97.19%

Shares45.1K

Event2026-03-31

Filed2026-05-14

CSX

CSX CORP

0.00%

Shares49.0K

Event2026-03-31

Filed2026-05-14

GE VERNOVA INC

4.07%

Shares2.3K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS VANGUARD GR

0.59%

Shares4.5K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL MYERS SQUIBB CO

0.32%

Shares31.5K

Event2026-03-31

Filed2026-05-14

SBUX

STARBUCKS CORP

-22.18%

Shares21.0K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

-0.93%

Shares7.8K

Event2026-03-31

Filed2026-05-14

TRAVELERS COS INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

-2.28%

Shares7.7K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD ETF

0.00%

Shares18.7K

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

-5.84%

Shares14.3K

Event2026-03-31

Filed2026-05-14

SALESFORCE INC

-12.41%

Shares8.7K

Event2026-03-31

Filed2026-05-14

AME

AMETEK INC NEW COM

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-14

3M CO

-27.25%

Shares10.9K

Event2026-03-31

Filed2026-05-14

RTX CORP

0.57%

Shares8.2K

Event2026-03-31

Filed2026-05-14

NVS

NOVARTIS AG-SPONSORED ADR

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-14

AMERIPRISE FINL INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-14

BP P L C F SPONSORED ADR 1 ADR

1.15%

Shares30.7K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

-4.95%

Shares49.2K

Event2026-03-31

Filed2026-05-14

EFX

EQUIFAX INC

-0.78%

Shares7.7K

Event2026-03-31

Filed2026-05-14

JOINT CORP

0.00%

Shares149.1K

Event2026-03-31

Filed2026-05-14

SERVICENOW INC

28.03%

Shares12.6K

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATLS INC

-3.19%

Shares3.8K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS DIV

-9.77%

Shares6.0K

Event2026-03-31

Filed2026-05-14

UPS

United Parcel Service Cl B

0.00%

Shares12.8K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

-1.15%

Shares15.7K

Event2026-03-31

Filed2026-05-14

CAH

CARDINAL HEALTH INC

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-14

UNITEDHEALTH GROUP INC

124.25%

Shares4.3K

Event2026-03-31

Filed2026-05-14

VISTRA CORP

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-14

NTRS

NORTHERN TRUST CORP

-2.51%

Shares8.0K

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

-2.93%

Shares1.7K

Event2026-03-31

Filed2026-05-14

XYZ

BLOCK INC CL A

0.00%

Shares17.2K

Event2026-03-31

Filed2026-05-14

ITW

ILLINOIS TOOL WKS INC

3.26%

Shares4.0K

Event2026-03-31

Filed2026-05-14

STUB

STUBHUB HOLDINGS INC

New

Shares158.7K

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD INTL FD FTSE DEVELOPE

0.00%

Shares15.3K

Event2026-03-31

Filed2026-05-14

CSCO

Cisco Systems Inc

-12.18%

Shares12.6K

Event2026-03-31

Filed2026-05-14

EPD

ENTERPRISE PRODS PART LP

0.00%

Shares25.8K

Event2026-03-31

Filed2026-05-14

GHC

GRAHAM HLDGS CO COM CL B

0.00%

Shares895

Event2026-03-31

Filed2026-05-14

OKE

Oneok Inc

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-14

SUNRISE ENERGY METALS LTD

28.36%

Shares156.9K

Event2026-03-31

Filed2026-05-14

INTERCONTINENTAL EXCHANG

-3.55%

Shares6.0K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

0.94%

Shares2.0K

Event2026-03-31

Filed2026-05-14

IDEXX LABS INC

-0.36%

Shares1.7K

Event2026-03-31

Filed2026-05-14

BOEING CO

-3.08%

Shares4.6K

Event2026-03-31

Filed2026-05-14

INTC

INTEL CORP

-2.84%

Shares20.2K

Event2026-03-31

Filed2026-05-14

AES CORP

-1.46%

Shares62.2K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

-4.26%

Shares13.2K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY COM NEW

-0.82%

Shares5.3K

Event2026-03-31

Filed2026-05-14

ADM

ARCHER-DANIELS-MIDLAND CO COM

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-14

ROL

ROLLINS ORD SHS

-0.11%

Shares16.3K

Event2026-03-31

Filed2026-05-14

TFC

TRUIST FINL CORP

0.00%

Shares18.9K

Event2026-03-31

Filed2026-05-14

MDY

SPDR S&P MIDCAP 400 ETF TRST

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

EATON CORP PLC F

-9.72%

Shares2.4K

Event2026-03-31

Filed2026-05-14

GDX

VANECK ETF TR GOLD MINERS ETF

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-14

GILD

GILEAD SCIENCES INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-14

APD

AIR PRODUCTS & CHEMICALS INC

1.87%

Shares2.7K

Event2026-03-31

Filed2026-05-14

ALPS ETF TR ALERIAN MLP ETF NE

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-14

PAYX

PAYCHEX INC

-1.16%

Shares8.5K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

QUANTA SVCS INC

-1.97%

Shares1.4K

Event2026-03-31

Filed2026-05-14

COMPASS INC CLASS A

-0.29%

Shares101.9K

Event2026-03-31

Filed2026-05-14

SHEL

SHELL PLC-ADR

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-14

QUEST DIAGNOSTICS INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-14

IWB

ISHARES RUSSELL 1000 ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

ISHARES BITCOIN ETF

0.00%

Shares18.2K

Event2026-03-31

Filed2026-05-14

MPC

MARATHON PETROLEUM CORP COM

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-14

O REILLY AUTOMOTIVE INC

-19.26%

Shares7.5K

Event2026-03-31

Filed2026-05-14

BKNG

BOOKING HLDGS INC COM

0.00%

Shares163

Event2026-03-31

Filed2026-05-14

CMI

CUMMINS INC COM

4.19%

Shares1.2K

Event2026-03-31

Filed2026-05-14

CSL

CARLISLE COS INC

-0.40%

Shares2.0K

Event2026-03-31

Filed2026-05-14

SYK

STRYKER CORP

-21.88%

Shares2.0K

Event2026-03-31

Filed2026-05-14

MSI

MOTOROLA SOLUTIONS INC COM NEW

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

DAL

DELTA AIR LINES INC

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-14

BNP PARIBAS F SPONSORED ADR 1

-62.46%

Shares13.1K

Event2026-03-31

Filed2026-05-14

GEL

GENESIS ENERGY L P LP

0.00%

Shares35.0K

Event2026-03-31

Filed2026-05-14

PSLV

SPROTT PHYSICAL SILVER TRUST

0.00%

Shares25.4K

Event2026-03-31

Filed2026-05-14

RPM

RPM INTL INC COM

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-14

GDXJ

VANECK JUNIOR GOLD MINERS

8.92%

Shares5.1K

Event2026-03-31

Filed2026-05-14

MDLZ

MONDELEZ INTL INC CLASS A

0.38%

Shares10.5K

Event2026-03-31

Filed2026-05-14

RSG

REPUBLIC SVCS INC

-0.65%

Shares2.8K

Event2026-03-31

Filed2026-05-14

ECL

ECOLAB INC

2.85%

Shares2.2K

Event2026-03-31

Filed2026-05-14

NXP SEMICONDUCTORS N V F

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

GUNR

FLEXSHARES TR MORNINGSTAR GLOB

-35.83%

Shares10.6K

Event2026-03-31

Filed2026-05-14

TOTALENERGIES SE -SPON ADR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-14

HCA HEALTHCARE INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

COMCAST CORP NEW CLASS A

-5.71%

Shares19.8K

Event2026-03-31

Filed2026-05-14

COLGATE-PALMOLIVE CO

-5.00%

Shares6.7K

Event2026-03-31

Filed2026-05-14

AVAV

AEROVIRONMENT INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

FORAN MINING CORPORATION

8.19%

Shares138.7K

Event2026-03-31

Filed2026-05-14

VIK

VIKING HOLDINGS LTD

14.17%

Shares7.3K

Event2026-03-31

Filed2026-05-14

NJR

NEW JERSEY RES CORP COM

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-14

LABCORP HLDGS INC

2.48%

Shares1.8K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS I

-48.36%

Shares9.3K

Event2026-03-31

Filed2026-05-14

JCI

JOHNSON CTLS INTL PLC SHS ISIN

-1.82%

Shares3.6K

Event2026-03-31

Filed2026-05-14

ATEX RES INC COM

24.04%

Shares202.5K

Event2026-03-31

Filed2026-05-14

EXTRA SPACE STORAGE INC REIT

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS VANGUARD SM

-24.81%

Shares1.8K

Event2026-03-31

Filed2026-05-14

APH

Amphenol Corp

-1.44%

Shares3.6K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES CORE S&P 500 ETF IV

-62.86%

Shares683

Event2026-03-31

Filed2026-05-14

GWW

GRAINGER W W INC

0.00%

Shares406

Event2026-03-31

Filed2026-05-14

FLEX LTD F

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-14

GLOBAL X SILVER MINERS ETF

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-14

SPDR S&P 500 FOSSIL FUEL RES F

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR TECHNOLO

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-14

YUM

YUM BRANDS INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-14

CORTEVA INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

SYY

Sysco Corp

6.51%

Shares5.9K

Event2026-03-31

Filed2026-05-14

PGR

PROGRESSIVE CORP OH

-3.49%

Shares2.1K

Event2026-03-31

Filed2026-05-14

ADOBE INC

1.84%

Shares1.7K

Event2026-03-31

Filed2026-05-14

CHD

CHURCH & DWIGHT INC COM

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-14

CCK

CROWN HLDGS INC

-13.04%

Shares4.0K

Event2026-03-31

Filed2026-05-14

PARKER-HANNIFIN CORP COM

0.00%

Shares443

Event2026-03-31

Filed2026-05-14

UNILEVER PLC SPON ADR NEW

-15.24%

Shares6.9K

Event2026-03-31

Filed2026-05-14

KMB

KIMBERLY CLARK CORP

-4.68%

Shares4.1K

Event2026-03-31

Filed2026-05-14

CMPO

GPGI INC

New

Shares23.0K

Event2026-03-31

Filed2026-05-14

PRU

PRUDENTIAL FINL INC

-9.07%

Shares4.0K

Event2026-03-31

Filed2026-05-14

QXO

QXO INC COM PAR VALUE $0 00001

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-14

ARCC

ARES CAP CORP COM

2.74%

Shares21.2K

Event2026-03-31

Filed2026-05-14

PFF

ISHARES TR PFD & INCOME SECS E

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-14

SPROTT PHYSICAL GOLD ETV

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-14

KINDER MORGAN INC DEL

0.00%

Shares11.3K

Event2026-03-31

Filed2026-05-14

VERTEX PHARMACEUTICALS I

0.00%

Shares841

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TOTAL US STOCK MARKET

-13.02%

Shares2.6K

Event2026-03-31

Filed2026-05-14

UMBF

UMB FINL CORP

-21.50%

Shares3.3K

Event2026-03-31

Filed2026-05-14

CDW CORP

-0.63%

Shares3.0K

Event2026-03-31

Filed2026-05-14

MTB

M & T BK CORP COM

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-14

PPG

PPG INDS INC COM

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-14

NATR

NATURES SUNSHINE PRODS INC COM

0.00%

Shares14.6K

Event2026-03-31

Filed2026-05-14

SIEGY

SIEMENS A G F SPONSORED ADR 1

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-14

TARGET CORP CLASS EQUITY

-5.00%

Shares2.9K

Event2026-03-31

Filed2026-05-14

INVESCO NASDAQ 100 ETF

-65.42%

Shares1.4K

Event2026-03-31

Filed2026-05-14

EEM

ISHARES MSCI EMERGING MARKET

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-14

IBERDROLA S A SPONSORED ADR RE

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-14

QNITY ELECTRONICS INC COMMON S

-4.22%

Shares2.9K

Event2026-03-31

Filed2026-05-14

WHITE MOUNTAINS INS F DUTCH TE

0.00%

Shares150

Event2026-03-31

Filed2026-05-14

EXE

EXPAND ENERGY CORP

8.18%

Shares3.0K

Event2026-03-31

Filed2026-05-14

ENERGY TRANSFER L P LP

0.00%

Shares16.9K

Event2026-03-31

Filed2026-05-14

CONOCOPHILLIPS

New

Shares2.4K

Event2026-03-31

Filed2026-05-14

BHP

BHP GROUP LTD SPONSORED ADR IS

New

Shares4.3K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

0.84%

Shares2.4K

Event2026-03-31

Filed2026-05-14

AZO

AUTOZONE INC

-11.76%

Shares90

Event2026-03-31

Filed2026-05-14

BABA

ALIBABA GROUP HLDG LTD SPONSOR

6.67%

Shares2.4K

Event2026-03-31

Filed2026-05-14

ELV

ELEVANCE HEALTH INC

-8.89%

Shares1.0K

Event2026-03-31

Filed2026-05-14

AGILENT TECHNOLOGIES INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES CORE S&P MIDCAP ETF

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD TOTAL STOCK MARKET ET

-69.77%

Shares898

Event2026-03-31

Filed2026-05-14

DIAGEO PLC F SPONSORED ADR 1 A

-23.12%

Shares3.8K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC COM NEW

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

IWS

ISHARES RUSSELL MID CAP VALUE

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

SILJ

AMPLIFY JUNIOR SILVER MINERS

18.75%

Shares9.5K

Event2026-03-31

Filed2026-05-14

AMERICAN OVERSEAS ORDF

0.00%

Shares240

Event2026-03-31

Filed2026-05-14

TROW

PRICE T ROWE GROUP INC COM

-69.44%

Shares3.1K

Event2026-03-31

Filed2026-05-14

ARKB

ARK 21SHARES BITCOIN ETF SHS B

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-14

ICICI BK LTD F SPONSORED ADR 1

-5.23%

Shares10.3K

Event2026-03-31

Filed2026-05-14

EMR

EMERSON ELEC CO

0.89%

Shares2.0K

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC

-28.38%

Shares1.6K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC NEW

37.19%

Shares273

Event2026-03-31

Filed2026-05-14

WBS

WEBSTER FINL CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-14

BLACKROCK CORPORATE HIGH

New

Shares30.0K

Event2026-03-31

Filed2026-05-14

TARGA RES CORP

New

Shares999

Event2026-03-31

Filed2026-05-14

EQIX

Equinix Inc

New

Shares254

Event2026-03-31

Filed2026-05-14

DUPONT DE NEMOURS INC

-12.46%

Shares5.3K

Event2026-03-31

Filed2026-05-14

CIE FINANCIERE RICHEMO-A REG

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

ROCHE HLDGS LTD SPONSORED ADR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-14

ADI

ANALOG DEVICES INC

-52.65%

Shares742

Event2026-03-31

Filed2026-05-14

FDX

FEDEX CORP COM

New

Shares661

Event2026-03-31

Filed2026-05-14

FERGUSON ENTERPRISES INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

XYLEM INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

ENCOMPASS HEALTH CORP

-7.69%

Shares2.4K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICE IN

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

SCHW

CHARLES SCHWAB CORP

-61.34%

Shares2.4K

Event2026-03-31

Filed2026-05-14

HSY

HERSHEY CO

New

Shares1.1K

Event2026-03-31

Filed2026-05-14

STT

STATE STR CORP

3.23%

Shares1.8K

Event2026-03-31

Filed2026-05-14

MPLX LP LP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-14

OGS

One Gas Inc

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

BF.A

BROWN-FORMAN CORP-CLASS A

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-14

MMC

Marsh & McLennan Companies Inc

-29.74%

Shares1.2K

Event2026-03-31

Filed2026-05-14

TETRA TECHNOLOGIES INC D

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-14

GOLDSKY RESOURCES CORP

New

Shares32.0K

Event2026-03-31

Filed2026-05-14

PULSAR HELIUM INC

New

Shares45.0K

Event2026-03-31

Filed2026-05-14

UCORE RARE METALS INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-14

BLDP

BALLARD PWR SYS INC NEW COM

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-14

INTL BRIQUETTE HLD ORDF

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-14

MYECHECK INC COM NEW

0.00%

Shares17.5K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available