Sponsored

The Analysis of DSG Capital Advisors, LLC's Holdings & P&L

Currently, DSG Capital Advisors, LLC holds 118 types of securities in its portfolio with a total value $704.2M. In the most recent quarter, they have increased their positions in IWF (+33.4K shares, valued at $4.1M), CAT (+3.0K shares, valued at $2.8M), KLAC (+11.1K shares, valued at $2.6M); decreased their positions in IEF (-57.7K shares, valued at $5.4M), N/A (-20.8K shares, valued at $5.1M), BAC (-27.9K shares, valued at $1.7M); initiated new positions in N/A (+5.1K shares, valued at $1.1M), N/A (+5.1K shares, valued at $1.1M), AMD (+551 shares, valued at $302.0K).

1M P&L

+13.8M+3.06%

3M P&L

-5.7M-1.22%

HY P&L

+21.0M+4.75%

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/A108.8M

21.2%

2Consumer Electronics54.7M

10.6%

3Semiconductors54.3M

10.6%

Top Industries by Stock Count

1N/A29 stocks

29.9%

2Semiconductors6 stocks

6.2%

3Aerospace & Defense5 stocks

5.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC173.6K shares-0.73%2026-06-302026-08-06

BROADCOM INC BROADCOM INC103.7K shares-2.65%2026-06-302026-08-06

LLY ELI LILLY & CO33.5K shares-1.24%2026-06-302026-08-06

GOOGL ALPHABET INC106.1K shares-1.95%2026-06-302026-08-06

MSFT MICROSOFT CORP84.1K shares3.16%2026-06-302026-08-06

NVDA NVIDIA CORPORATION125.2K shares3.85%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC62.0K shares-1.43%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC22.1K shares-3.92%2026-06-302026-08-06

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO71.2K shares-0.27%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC54.5K shares2.59%2026-06-302026-08-06

ISHARES TR ISHARES TR207.7K shares2.85%2026-06-302026-08-06

IEF ISHARES TR197.1K shares-22.63%2026-06-302026-08-06

GLD SPDR GOLD TR46.6K shares5.44%2026-06-302026-08-06

VISA INC VISA INC41.2K shares1.44%2026-06-302026-08-06

AMZN AMAZON COM INC58.0K shares5.42%2026-06-302026-08-06

BND VANGUARD BD INDEX FDS197.4K shares11.25%2026-06-302026-08-06

Sponsored

META PLATFORMS INC META PLATFORMS INC21.1K shares12.31%2026-06-302026-08-06

C CITIGROUP INC98.3K shares-0.45%2026-06-302026-08-06

TGT TARGET CORP84.4K shares-10.10%2026-06-302026-08-06

QUANTA SVCS INC QUANTA SVCS INC16.7K shares-5.38%2026-06-302026-08-06

IAU ISHARES GOLD TR141.6K shares0.08%2026-06-302026-08-06

LRCX LAM RESEARCH CORP29.6K shares-4.32%2026-06-302026-08-06

QQQ INVESCO QQQ TR13.5K shares-0.52%2026-06-302026-08-06

HWM HOWMET AEROSPACE INC33.7K shares-3.14%2026-06-302026-08-06

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION10.0K shares3.74%2026-06-302026-08-06

WMT WALMART INC76.0K shares8.37%2026-06-302026-08-06

AZO AUTOZONE INC2.5K shares-0.67%2026-06-302026-08-06

IEI ISHARES TR58.7K shares17.56%2026-06-302026-08-06

TJX TJX COS INC NEW44.6K shares6.70%2026-06-302026-08-06

GEV GE VERNOVA INC6.2K shares37.56%2026-06-302026-08-06

IWF ISHARES TR44.5K shares300.00%2026-06-302026-08-06

ABBVIE INC ABBVIE INC21.5K shares-49.28%2026-06-302026-08-06

Sponsored

NETFLIX INC. NETFLIX INC.71.1K shares-3.86%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON19.8K shares-0.75%2026-06-302026-08-06

IYY ISHARES TR24.8K shares0.00%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO12.5K shares71.29%2026-06-302026-08-06

CAT CATERPILLAR INC4.8K shares174.62%2026-06-302026-08-06

GOVT ISHARES TR190.4K shares-13.20%2026-06-302026-08-06

COP CONOCOPHILLIPS37.1K shares5.97%2026-06-302026-08-06

DVN DEVON ENERGY CORP NEW94.9K shares130.48%2026-06-302026-08-06

Sponsored

ANET ARISTA NETWORKS INC22.3K shares-1.65%2026-06-302026-08-06

APH AMPHENOL CORP25.6K shares42.88%2026-06-302026-08-06

CVX CHEVRON CORPORATION18.9K shares0.00%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC5.6K shares-3.05%2026-06-302026-08-06

SHY ISHARES TR40.0K shares2.48%2026-06-302026-08-06

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC9.5K shares-1.73%2026-06-302026-08-06

KLAC KLA CORP12.6K shares735.54%2026-06-302026-08-06

MCK MCKESSON CORP3.4K shares43.56%2026-06-302026-08-06

Sponsored

ORACLE CORP ORACLE CORP20.1K shares8.03%2026-06-302026-08-06

VRT VERTIV HOLDINGS CO8.2K shares13.13%2026-06-302026-08-06

VLO VALERO ENERGY CORP8.2K shares35.31%2026-06-302026-08-06

3M CO 3M CO15.3K shares-4.20%2026-06-302026-08-06

GOOG ALPHABET INC6.6K shares-0.33%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP16.0K shares-0.06%2026-06-302026-08-06

VXUS VANGUARD STAR FDS25.7K shares0.00%2026-06-302026-08-06

HD HOME DEPOT INC5.9K shares-22.20%2026-06-302026-08-06

Sponsored

ASML ASML HLDG NV1.1K shares367.84%2026-06-302026-08-06

MPWR MONOLITHIC PWR SYS INC1.3K shares-1.83%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL3.4K shares-49.70%2026-06-302026-08-06

USB US BANCORP26.5K shares-9.76%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC1.6K shares-2.24%2026-06-302026-08-06

IWM ISHARES TR5.1K shares0.00%2026-06-302026-08-06

BAC BANK OF AMER CORP24.4K shares-53.37%2026-06-302026-08-06

TT TRANE TECHNOLOGIES PLC2.8K shares-7.50%2026-06-302026-08-06

Sponsored

GWW WW GRAINGER INC944 shares-11.69%2026-06-302026-08-06

VOO VANGUARD INDEX FDS1.8K shares9.07%2026-06-302026-08-06

BA BOEING CO5.7K shares122.08%2026-06-302026-08-06

QCOM QUALCOMM INC6.7K shares-12.91%2026-06-302026-08-06

BKR BAKER HUGHES COMPANY20.2K shares38.06%2026-06-302026-08-06

GE GE AEROSPACE3.3K shares-2.33%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR6.2K shares0.00%2026-06-302026-08-06

HONEYWELL INTL INC HONEYWELL INTL INC5.1K sharesnew addition2026-06-302026-08-06

Sponsored

ISHARES TR ISHARES TR1.5K shares-0.27%2026-06-302026-08-06

UBER UBER TECHNOLOGIES INC15.0K shares77.70%2026-06-302026-08-06

MPC MARATHON PETE CORP3.5K shares0.00%2026-06-302026-08-06

XLY SELECT SECTOR SPDR TR9.2K shares-15.60%2026-06-302026-08-06

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC5.1K sharesnew addition2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC8.8K shares-5.40%2026-06-302026-08-06

ARCH CAP GROUP LTD ARCH CAP GROUP LTD9.4K shares-0.53%2026-06-302026-08-06

DTD WISDOMTREE TR10.1K shares0.00%2026-06-302026-08-06

Sponsored

IJK ISHARES TR7.9K shares0.00%2026-06-302026-08-06

BKNG BOOKING HOLDINGS INC5.0K shares568.68%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.0K shares-0.20%2026-06-302026-08-06

NOC NORTHROP GRUMMAN CORP1.4K shares0.00%2026-06-302026-08-06

VRTX VERTEX PHARMACEUTICALS INC1.5K shares-52.25%2026-06-302026-08-06

IWD ISHARES TR2.9K shares0.00%2026-06-302026-08-06

AME AMETEK INC3.0K shares0.00%2026-06-302026-08-06

QQQM INVESCO EXCH TRADED FD TR II2.2K shares-14.49%2026-06-302026-08-06

Sponsored

VT VANGUARD INTL EQUITY INDEX F4.0K shares5.74%2026-06-302026-08-06

MCD MCDONALDS CORP2.3K shares-2.21%2026-06-302026-08-06

TMO THERMO FISHER SCIENTIFIC INC1.1K shares-9.92%2026-06-302026-08-06

COCH ENVOY MEDICAL INC625.0K shares0.00%2026-06-302026-08-06

DHR DANAHER CORP DEL2.3K shares-26.58%2026-06-302026-08-06

SHEL SHELL PLC5.3K shares0.15%2026-06-302026-08-06

RGLD ROYAL GOLD INC2.2K shares-56.08%2026-06-302026-08-06

DFUS DIMENSIONAL ETF TRUST4.7K shares0.00%2026-06-302026-08-06

Sponsored

PG PROCTER & GAMBLE CO2.6K shares0.00%2026-06-302026-08-06

BIL SPDR SERIES TRUST4.1K shares-14.21%2026-06-302026-08-06

PEP PEPSICO INC2.8K shares-8.33%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.00%2026-06-302026-08-06

WEC WEC ENERGY GROUP INC2.8K shares0.00%2026-06-302026-08-06

DIA STATE STR SPDR DOW JONES IND608 shares-36.86%2026-06-302026-08-06

KBWB INVESCO EXCH TRADED FD TR II3.2K shares-1.56%2026-06-302026-08-06

IYW ISHARES TR1.2K shares0.00%2026-06-302026-08-06

Sponsored

AMD ADVANCED MICRO DEVICES INC551 sharesnew addition2026-06-302026-08-06

CTAS CINTAS CORP1.6K shares-26.18%2026-06-302026-08-06

XLV SELECT SECTOR SPDR TR1.8K shares-9.30%2026-06-302026-08-06

ABT ABBOTT LABORATORIES3.1K shares-13.05%2026-06-302026-08-06

T AT&T INC12.1K shares-42.31%2026-06-302026-08-06

XPO XPO INC1.2K shares0.00%2026-06-302026-08-06

BAI BLACKROCK ETF TRUST5.4K shares-17.03%2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP483 shares0.00%2026-06-302026-08-06

Sponsored

ECL ECOLAB INC921 shares0.00%2026-06-302026-08-06

MRK MERCK & CO INC2.0K shares0.00%2026-06-302026-08-06

VEU VANGUARD INTL EQUITY INDEX F2.8K shares-28.67%2026-06-302026-08-06

ADSK AUTODESK INC1.1K shares-40.38%2026-06-302026-08-06

PAVE GLOBAL X FDS3.8K sharesnew addition2026-06-302026-08-06

MNST MONSTER BEVERAGE CORP NEW2.1K sharesnew addition2026-06-302026-08-06

AAPL

APPLE INC

-0.73%

Shares173.6K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-2.65%

Shares103.7K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

-1.24%

Shares33.5K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-1.95%

Shares106.1K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

3.16%

Shares84.1K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

3.85%

Shares125.2K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

-1.43%

Shares62.0K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

-3.92%

Shares22.1K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

-0.27%

Shares71.2K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.59%

Shares54.5K

Event2026-06-30

Filed2026-08-06

ISHARES TR

2.85%

Shares207.7K

Event2026-06-30

Filed2026-08-06

IEF

ISHARES TR

-22.63%

Shares197.1K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

5.44%

Shares46.6K

Event2026-06-30

Filed2026-08-06

VISA INC

1.44%

Shares41.2K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

5.42%

Shares58.0K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

11.25%

Shares197.4K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

12.31%

Shares21.1K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

-0.45%

Shares98.3K

Event2026-06-30

Filed2026-08-06

TGT

TARGET CORP

-10.10%

Shares84.4K

Event2026-06-30

Filed2026-08-06

QUANTA SVCS INC

-5.38%

Shares16.7K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

0.08%

Shares141.6K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

-4.32%

Shares29.6K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

-0.52%

Shares13.5K

Event2026-06-30

Filed2026-08-06

HWM

HOWMET AEROSPACE INC

-3.14%

Shares33.7K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

3.74%

Shares10.0K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

8.37%

Shares76.0K

Event2026-06-30

Filed2026-08-06

AZO

AUTOZONE INC

-0.67%

Shares2.5K

Event2026-06-30

Filed2026-08-06

IEI

ISHARES TR

17.56%

Shares58.7K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

6.70%

Shares44.6K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

37.56%

Shares6.2K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

300.00%

Shares44.5K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

-49.28%

Shares21.5K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

-3.86%

Shares71.1K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

-0.75%

Shares19.8K

Event2026-06-30

Filed2026-08-06

IYY

ISHARES TR

0.00%

Shares24.8K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

71.29%

Shares12.5K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

174.62%

Shares4.8K

Event2026-06-30

Filed2026-08-06

GOVT

ISHARES TR

-13.20%

Shares190.4K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

5.97%

Shares37.1K

Event2026-06-30

Filed2026-08-06

DVN

DEVON ENERGY CORP NEW

130.48%

Shares94.9K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

-1.65%

Shares22.3K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

42.88%

Shares25.6K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

0.00%

Shares18.9K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

-3.05%

Shares5.6K

Event2026-06-30

Filed2026-08-06

SHY

ISHARES TR

2.48%

Shares40.0K

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

-1.73%

Shares9.5K

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP

735.54%

Shares12.6K

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP

43.56%

Shares3.4K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

8.03%

Shares20.1K

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS CO

13.13%

Shares8.2K

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

35.31%

Shares8.2K

Event2026-06-30

Filed2026-08-06

3M CO

-4.20%

Shares15.3K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-0.33%

Shares6.6K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

-0.06%

Shares16.0K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

0.00%

Shares25.7K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

-22.20%

Shares5.9K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

367.84%

Shares1.1K

Event2026-06-30

Filed2026-08-06

MPWR

MONOLITHIC PWR SYS INC

-1.83%

Shares1.3K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-49.70%

Shares3.4K

Event2026-06-30

Filed2026-08-06

USB

US BANCORP

-9.76%

Shares26.5K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

-2.24%

Shares1.6K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

-53.37%

Shares24.4K

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC

-7.50%

Shares2.8K

Event2026-06-30

Filed2026-08-06

GWW

WW GRAINGER INC

-11.69%

Shares944

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

9.07%

Shares1.8K

Event2026-06-30

Filed2026-08-06

BOEING CO

122.08%

Shares5.7K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

-12.91%

Shares6.7K

Event2026-06-30

Filed2026-08-06

BKR

BAKER HUGHES COMPANY

38.06%

Shares20.2K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

-2.33%

Shares3.3K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares5.1K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-0.27%

Shares1.5K

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC

77.70%

Shares15.0K

Event2026-06-30

Filed2026-08-06

MPC

MARATHON PETE CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

XLY

SELECT SECTOR SPDR TR

-15.60%

Shares9.2K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares5.1K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

-5.40%

Shares8.8K

Event2026-06-30

Filed2026-08-06

ARCH CAP GROUP LTD

-0.53%

Shares9.4K

Event2026-06-30

Filed2026-08-06

DTD

WISDOMTREE TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-08-06

IJK

ISHARES TR

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-06

BKNG

BOOKING HOLDINGS INC

568.68%

Shares5.0K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

-0.20%

Shares1.0K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

VRTX

VERTEX PHARMACEUTICALS INC

-52.25%

Shares1.5K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

AME

AMETEK INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

-14.49%

Shares2.2K

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

5.74%

Shares4.0K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

-2.21%

Shares2.3K

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

-9.92%

Shares1.1K

Event2026-06-30

Filed2026-08-06

COCH

ENVOY MEDICAL INC

0.00%

Shares625.0K

Event2026-06-30

Filed2026-08-06

DHR

DANAHER CORP DEL

-26.58%

Shares2.3K

Event2026-06-30

Filed2026-08-06

SHEL

SHELL PLC

0.15%

Shares5.3K

Event2026-06-30

Filed2026-08-06

RGLD

ROYAL GOLD INC

-56.08%

Shares2.2K

Event2026-06-30

Filed2026-08-06

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

BIL

SPDR SERIES TRUST

-14.21%

Shares4.1K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

-8.33%

Shares2.8K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

WEC

WEC ENERGY GROUP INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-06

DIA

STATE STR SPDR DOW JONES IND

-36.86%

Shares608

Event2026-06-30

Filed2026-08-06

KBWB

INVESCO EXCH TRADED FD TR II

-1.56%

Shares3.2K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

New

Shares551

Event2026-06-30

Filed2026-08-06

CTAS

CINTAS CORP

-26.18%

Shares1.6K

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

-9.30%

Shares1.8K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

-13.05%

Shares3.1K

Event2026-06-30

Filed2026-08-06

AT&T INC

-42.31%

Shares12.1K

Event2026-06-30

Filed2026-08-06

XPO

XPO INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

BAI

BLACKROCK ETF TRUST

-17.03%

Shares5.4K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

0.00%

Shares483

Event2026-06-30

Filed2026-08-06

ECL

ECOLAB INC

0.00%

Shares921

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD INTL EQUITY INDEX F

-28.67%

Shares2.8K

Event2026-06-30

Filed2026-08-06

ADSK

AUTODESK INC

-40.38%

Shares1.1K

Event2026-06-30

Filed2026-08-06

PAVE

GLOBAL X FDS

New

Shares3.8K

Event2026-06-30

Filed2026-08-06

MNST

MONSTER BEVERAGE CORP NEW

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available