Sponsored

The Analysis of Edgemoor Investment Advisors, Inc.'s Holdings & P&L

Currently, Edgemoor Investment Advisors, Inc. holds 170 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in GLD (+9.2K shares, valued at $4.0M), PANW (+16.5K shares, valued at $2.6M), NFLX (+7.6K shares, valued at $729.6K); decreased their positions in N/A (-2.6K shares, valued at $741.0K), WSM (-2.2K shares, valued at $394.6K), KO (-2.8K shares, valued at $209.8K); initiated new positions in GLD (+9.2K shares, valued at $4.0M), NEA (+23.2K shares, valued at $260.7K), VCIT (+3.0K shares, valued at $244.3K).

1M P&L

+6.6M+0.67%

3M P&L

+15.8M+1.62%

HY P&L

+83.8M+9.26%

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

1Software - Infrastructure103.2M

10.9%

2Consumer Electronics92.8M

9.8%

3N/A80.7M

8.5%

Top Industries by Stock Count

1N/A42 stocks

27.1%

2Utilities - Regulated Electric9 stocks

5.8%

3Drug Manufacturers - General6 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC341.4K shares-0.03%2026-03-312026-05-13

MSFT MICROSOFT CORP209.1K shares0.61%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL151.1K shares0.22%2026-03-312026-05-13

ALPHABET INC ALPHABET INC204.3K shares-1.25%2026-03-312026-05-13

BROADCOM INC BROADCOM INC166.3K shares0.14%2026-03-312026-05-13

AMAT APPLIED MATLS INC149.5K shares-0.16%2026-03-312026-05-13

URI UNITED RENTALS INC70.1K shares0.00%2026-03-312026-05-13

LOW LOWES COS INC198.8K shares0.13%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC154.4K shares0.71%2026-03-312026-05-13

AMZN AMAZON COM INC182.6K shares1.39%2026-03-312026-05-13

WSM WILLIAMS SONOMA INC171.7K shares-1.24%2026-03-312026-05-13

NVDA NVIDIA CORPORATION175.6K shares0.50%2026-03-312026-05-13

VRTX VERTEX PHARMACEUTICALS INC55.4K shares1.05%2026-03-312026-05-13

JCI JOHNSON CONTROLS INTERNATION184.5K shares-0.12%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC69.8K shares1.55%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP57.9K shares1.70%2026-03-312026-05-13

Sponsored

V VISA INC61.7K shares1.22%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC156.6K shares1.79%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC18.5K shares0.56%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP189.5K shares1.67%2026-03-312026-05-13

LEN LENNAR CORP202.7K shares0.57%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC146.8K shares2.09%2026-03-312026-05-13

NVS NOVARTIS AG108.6K shares0.23%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC123.3K shares0.51%2026-03-312026-05-13

Sponsored

DE DEERE & CO26.4K shares1.51%2026-03-312026-05-13

SHEL SHELL PLC156.7K shares-0.51%2026-03-312026-05-13

ICSH ISHARES TR279.8K shares-1.27%2026-03-312026-05-13

ETR ENTERGY CORP NEW118.5K shares0.39%2026-03-312026-05-13

SPG SIMON PPTY GROUP INC NEW69.6K shares0.05%2026-03-312026-05-13

O REALTY INCOME CORP211.0K shares2.75%2026-03-312026-05-13

ARCC ARES CAPITAL CORP716.0K shares1.56%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO46.1K shares3.13%2026-03-312026-05-13

Sponsored

EPD ENTERPRISE PRODS PARTNERS L294.5K shares-1.01%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC219.7K shares6.05%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F170.9K shares5.87%2026-03-312026-05-13

NEE NEXTERA ENERGY INC102.3K shares-1.48%2026-03-312026-05-13

T AT&T INC324.5K shares-0.36%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC18.1K shares4.71%2026-03-312026-05-13

CWEN.A CLEARWAY ENERGY INC215.5K shares1.11%2026-03-312026-05-13

PFE PFIZER INC282.8K shares5.56%2026-03-312026-05-13

Sponsored

PSA PUBLIC STORAGE OPER CO28.9K shares0.90%2026-03-312026-05-13

CROWN CASTLE INC CROWN CASTLE INC95.8K shares2.21%2026-03-312026-05-13

EVRG EVERGY INC93.9K shares3.68%2026-03-312026-05-13

SO SOUTHERN CO75.9K shares-0.13%2026-03-312026-05-13

CNP CENTERPOINT ENERGY INC168.1K shares-0.81%2026-03-312026-05-13

DLR DIGITAL RLTY TR INC38.9K shares-0.50%2026-03-312026-05-13

ES EVERSOURCE ENERGY82.5K shares8.66%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL162.6K shares-0.45%2026-03-312026-05-13

Sponsored

BKNG BOOKING HOLDINGS INC1.2K shares6.13%2026-03-312026-05-13

IVV ISHARES TR7.3K shares0.11%2026-03-312026-05-13

ATO ATMOS ENERGY CORP25.6K shares-3.45%2026-03-312026-05-13

FCT FIRST TR SR FLTG RATE INCOME487.6K shares-0.50%2026-03-312026-05-13

USB US BANCORP89.8K shares6.67%2026-03-312026-05-13

EMO CLEARBRIDGE ENERGY MIDSTREAM77.7K shares5.18%2026-03-312026-05-13

GLD SPDR GOLD TR9.2K sharesnew addition2026-03-312026-05-13

SLB SLB LIMITED76.2K shares8.97%2026-03-312026-05-13

Sponsored

OKE ONEOK INC NEW42.8K shares-1.41%2026-03-312026-05-13

PBA PEMBINA PIPELINE CORP86.1K shares-0.46%2026-03-312026-05-13

FRA BLACKROCK FLOATING RATE INCO328.4K shares10.86%2026-03-312026-05-13

STWD STARWOOD PPTY TR INC207.0K shares6.41%2026-03-312026-05-13

NZF NUVEEN MUN CR INCOME FD284.9K shares15.83%2026-03-312026-05-13

WFC-PL WELLS FARGO & CO2.9K shares-2.65%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC46.7K shares19.52%2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC29.6K shares13.13%2026-03-312026-05-13

Sponsored

PANW PALO ALTO NETWORKS INC17.8K shares1342.65%2026-03-312026-05-13

WELL WELLTOWER INC14.4K shares-0.10%2026-03-312026-05-13

KYN KAYNE ANDERSON ENERGY INFRST194.9K shares5.70%2026-03-312026-05-13

XEL XCEL ENERGY INC34.1K shares-0.44%2026-03-312026-05-13

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP66.2K shares5.68%2026-03-312026-05-13

BTZ BLACKROCK CR ALLOCATION257.8K shares-0.96%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON10.6K shares1.52%2026-03-312026-05-13

BEP BROOKFIELD RENEWABLE ENERGY77.1K shares31.27%2026-03-312026-05-13

Sponsored

GIS GENERAL MILLS INC63.2K shares39.61%2026-03-312026-05-13

AGG ISHARES TR22.8K shares35.47%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP18.6K shares-0.58%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-05-13

MRP MILLROSE PPTYS INC76.2K shares-1.31%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO7.1K shares1.39%2026-03-312026-05-13

FSLR FIRST SOLAR INC10.4K shares33.47%2026-03-312026-05-13

NFLX NETFLIX INC.21.1K shares56.16%2026-03-312026-05-13

Sponsored

XOM EXXON MOBIL CORP11.6K shares-0.05%2026-03-312026-05-13

INTU INTUIT4.5K shares35.32%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS3.2K shares-0.31%2026-03-312026-05-13

BAC-PL BANK AMERICA CORP1.6K shares-0.76%2026-03-312026-05-13

CPRT COPART INC51.7K shares27.24%2026-03-312026-05-13

IWF ISHARES TR3.8K shares0.00%2026-03-312026-05-13

RLJ-PA RLJ LODGING TR66.2K shares-0.45%2026-03-312026-05-13

WMT WALMART INC12.6K shares0.01%2026-03-312026-05-13

Sponsored

THE CIGNA GROUP THE CIGNA GROUP5.6K shares-0.88%2026-03-312026-05-13

DHR DANAHER CORP DEL7.3K shares0.00%2026-03-312026-05-13

ORCL ORACLE CORP9.0K shares0.00%2026-03-312026-05-13

IJH ISHARES TR17.4K shares3.90%2026-03-312026-05-13

SHV ISHARES TR10.5K shares-1.87%2026-03-312026-05-13

CVX CHEVRON CORPORATION5.6K shares0.00%2026-03-312026-05-13

CSX CSX CORP27.8K shares0.00%2026-03-312026-05-13

ED CONSOLIDATED EDISON INC9.8K shares0.00%2026-03-312026-05-13

Sponsored

SUB ISHARES TR10.2K shares6.88%2026-03-312026-05-13

MUB ISHARES TR8.8K shares17.30%2026-03-312026-05-13

LLY ELI LILLY & CO1.0K shares0.00%2026-03-312026-05-13

IJR ISHARES TR7.5K shares0.00%2026-03-312026-05-13

HD HOME DEPOT INC2.7K shares-1.30%2026-03-312026-05-13

RTX RTX CORPORATION4.5K shares0.00%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION785 shares0.00%2026-03-312026-05-13

GBDC GOLUB CAP BDC INC61.3K shares-3.84%2026-03-312026-05-13

Sponsored

LMT LOCKHEED MARTIN CORP1.3K shares0.00%2026-03-312026-05-13

CSCO CISCO SYS INC9.9K shares0.00%2026-03-312026-05-13

STLD STEEL DYNAMICS INC3.9K shares0.00%2026-03-312026-05-13

USIG ISHARES TR13.6K shares0.00%2026-03-312026-05-13

AMGN AMGEN INC1.9K shares-0.05%2026-03-312026-05-13

IVE ISHARES TR3.1K shares-3.57%2026-03-312026-05-13

PEP PEPSICO INC4.2K shares0.00%2026-03-312026-05-13

PG PROCTER & GAMBLE CO4.3K shares0.00%2026-03-312026-05-13

Sponsored

ORLY OREILLY AUTOMOTIVE INC6.7K shares0.00%2026-03-312026-05-13

WY WEYERHAEUSER CO24.4K shares0.00%2026-03-312026-05-13

IWR ISHARES TR6.0K shares0.00%2026-03-312026-05-13

META META PLATFORMS INC952 shares-8.64%2026-03-312026-05-13

IWD ISHARES TR2.5K shares0.00%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN2.6K shares0.00%2026-03-312026-05-13

ABBV ABBVIE INC2.4K shares0.08%2026-03-312026-05-13

JFR NUVEEN FLOATING RATE INCOME68.4K shares0.00%2026-03-312026-05-13

Sponsored

SYK STRYKER CORPORATION1.4K shares0.00%2026-03-312026-05-13

EMR EMERSON ELEC CO3.6K shares0.00%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC1.4K shares0.00%2026-03-312026-05-13

MCD MCDONALDS CORP1.5K shares0.00%2026-03-312026-05-13

KKR & CO INC KKR & CO INC4.9K shares0.00%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC2.7K shares0.00%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC516 shares0.00%2026-03-312026-05-13

VTR VENTAS INC5.0K shares-1.67%2026-03-312026-05-13

Sponsored

IPAC ISHARES TR5.3K shares0.00%2026-03-312026-05-13

ET ENERGY TRANSFER L P20.6K shares0.00%2026-03-312026-05-13

BAC BANK AMERICA CORP8.0K shares-26.53%2026-03-312026-05-13

MO ALTRIA GROUP INC5.8K shares3.25%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR657 shares0.00%2026-03-312026-05-13

TXN TEXAS INSTRS INC1.8K shares-2.59%2026-03-312026-05-13

ABT ABBOTT LABORATORIES3.3K shares0.03%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC2.7K shares-2.15%2026-03-312026-05-13

Sponsored

SPY STATE STR SPDR S&P 500 ETF T503 shares0.00%2026-03-312026-05-13

IGSB ISHARES TR6.2K shares4.76%2026-03-312026-05-13

PFF ISHARES TR10.7K shares0.61%2026-03-312026-05-13

NTCT NETSCOUT SYS INC10.0K shares0.00%2026-03-312026-05-13

GLW CORNING INC2.3K shares1.61%2026-03-312026-05-13

CAT CATERPILLAR INC443 shares0.00%2026-03-312026-05-13

VO VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC852 shares0.00%2026-03-312026-05-13

Sponsored

COP CONOCOPHILLIPS2.3K shares-1.08%2026-03-312026-05-13

YUM YUM BRANDS INC1.9K shares0.00%2026-03-312026-05-13

QCOM QUALCOMM INC2.2K shares0.00%2026-03-312026-05-13

IEFA ISHARES TR3.1K shares0.00%2026-03-312026-05-13

IEMG ISHARES INC4.1K shares0.00%2026-03-312026-05-13

SPYM SPDR SERIES TRUST3.7K shares-4.50%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO907 shares0.00%2026-03-312026-05-13

NEA NUVEEN AMT FREE QLTY MUN INC23.2K sharesnew addition2026-03-312026-05-13

Sponsored

MAR MARRIOTT INTL INC NEW765 shares0.00%2026-03-312026-05-13

VCIT VANGUARD SCOTTSDALE FDS3.0K sharesnew addition2026-03-312026-05-13

SMMD ISHARES TR3.2K shares0.00%2026-03-312026-05-13

IWS ISHARES TR1.7K shares-5.65%2026-03-312026-05-13

KO COCA COLA CO3.2K shares-46.51%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS989 shares0.00%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR1.8K shares0.00%2026-03-312026-05-13

ALPS ETF TR ALPS ETF TR4.5K shares0.00%2026-03-312026-05-13

Sponsored

WFC WELLS FARGO & CO2.9K shares0.00%2026-03-312026-05-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.0K shares0.00%2026-03-312026-05-13

PAYX PAYCHEX INC2.4K shares-1.48%2026-03-312026-05-13

IVW ISHARES TR1.9K shares-9.71%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP772 shares1.58%2026-03-312026-05-13

VLTO VERALTO CORP2.4K shares0.00%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS3.2K shares0.00%2026-03-312026-05-13

Sponsored

HON HONEYWELL INTL INC915 sharesnew addition2026-03-312026-05-13

AZO AUTOZONE INC60 shares0.00%2026-03-312026-05-13

AAPL

APPLE INC

-0.03%

Shares341.4K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

0.61%

Shares209.1K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

0.22%

Shares151.1K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-1.25%

Shares204.3K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

0.14%

Shares166.3K

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATLS INC

-0.16%

Shares149.5K

Event2026-03-31

Filed2026-05-13

URI

UNITED RENTALS INC

0.00%

Shares70.1K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

0.13%

Shares198.8K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.71%

Shares154.4K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

1.39%

Shares182.6K

Event2026-03-31

Filed2026-05-13

WSM

WILLIAMS SONOMA INC

-1.24%

Shares171.7K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

0.50%

Shares175.6K

Event2026-03-31

Filed2026-05-13

VRTX

VERTEX PHARMACEUTICALS INC

1.05%

Shares55.4K

Event2026-03-31

Filed2026-05-13

JCI

JOHNSON CONTROLS INTERNATION

-0.12%

Shares184.5K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.55%

Shares69.8K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP

1.70%

Shares57.9K

Event2026-03-31

Filed2026-05-13

VISA INC

1.22%

Shares61.7K

Event2026-03-31

Filed2026-05-13

BLACKSTONE INC

1.79%

Shares156.6K

Event2026-03-31

Filed2026-05-13

BLACKROCK INC

0.56%

Shares18.5K

Event2026-03-31

Filed2026-05-13

SCHW

SCHWAB CHARLES CORP

1.67%

Shares189.5K

Event2026-03-31

Filed2026-05-13

LEN

LENNAR CORP

0.57%

Shares202.7K

Event2026-03-31

Filed2026-05-13

CITIGROUP INC

2.09%

Shares146.8K

Event2026-03-31

Filed2026-05-13

NVS

NOVARTIS AG

0.23%

Shares108.6K

Event2026-03-31

Filed2026-05-13

AEP

AMERICAN ELEC PWR CO INC

0.51%

Shares123.3K

Event2026-03-31

Filed2026-05-13

DEERE & CO

1.51%

Shares26.4K

Event2026-03-31

Filed2026-05-13

SHEL

SHELL PLC

-0.51%

Shares156.7K

Event2026-03-31

Filed2026-05-13

ICSH

ISHARES TR

-1.27%

Shares279.8K

Event2026-03-31

Filed2026-05-13

ETR

ENTERGY CORP NEW

0.39%

Shares118.5K

Event2026-03-31

Filed2026-05-13

SPG

SIMON PPTY GROUP INC NEW

0.05%

Shares69.6K

Event2026-03-31

Filed2026-05-13

REALTY INCOME CORP

2.75%

Shares211.0K

Event2026-03-31

Filed2026-05-13

ARCC

ARES CAPITAL CORP

1.56%

Shares716.0K

Event2026-03-31

Filed2026-05-13

VRT

VERTIV HOLDINGS CO

3.13%

Shares46.1K

Event2026-03-31

Filed2026-05-13

EPD

ENTERPRISE PRODS PARTNERS L

-1.01%

Shares294.5K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

6.05%

Shares219.7K

Event2026-03-31

Filed2026-05-13

JEPI

J P MORGAN EXCHANGE TRADED F

5.87%

Shares170.9K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

-1.48%

Shares102.3K

Event2026-03-31

Filed2026-05-13

AT&T INC

-0.36%

Shares324.5K

Event2026-03-31

Filed2026-05-13

TMO

THERMO FISHER SCIENTIFIC INC

4.71%

Shares18.1K

Event2026-03-31

Filed2026-05-13

CWEN.A

CLEARWAY ENERGY INC

1.11%

Shares215.5K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

5.56%

Shares282.8K

Event2026-03-31

Filed2026-05-13

PSA

PUBLIC STORAGE OPER CO

0.90%

Shares28.9K

Event2026-03-31

Filed2026-05-13

CROWN CASTLE INC

2.21%

Shares95.8K

Event2026-03-31

Filed2026-05-13

EVRG

EVERGY INC

3.68%

Shares93.9K

Event2026-03-31

Filed2026-05-13

SOUTHERN CO

-0.13%

Shares75.9K

Event2026-03-31

Filed2026-05-13

CNP

CENTERPOINT ENERGY INC

-0.81%

Shares168.1K

Event2026-03-31

Filed2026-05-13

DLR

DIGITAL RLTY TR INC

-0.50%

Shares38.9K

Event2026-03-31

Filed2026-05-13

EVERSOURCE ENERGY

8.66%

Shares82.5K

Event2026-03-31

Filed2026-05-13

KMI

KINDER MORGAN INC DEL

-0.45%

Shares162.6K

Event2026-03-31

Filed2026-05-13

BKNG

BOOKING HOLDINGS INC

6.13%

Shares1.2K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

0.11%

Shares7.3K

Event2026-03-31

Filed2026-05-13

ATO

ATMOS ENERGY CORP

-3.45%

Shares25.6K

Event2026-03-31

Filed2026-05-13

FCT

FIRST TR SR FLTG RATE INCOME

-0.50%

Shares487.6K

Event2026-03-31

Filed2026-05-13

USB

US BANCORP

6.67%

Shares89.8K

Event2026-03-31

Filed2026-05-13

EMO

CLEARBRIDGE ENERGY MIDSTREAM

5.18%

Shares77.7K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

New

Shares9.2K

Event2026-03-31

Filed2026-05-13

SLB

SLB LIMITED

8.97%

Shares76.2K

Event2026-03-31

Filed2026-05-13

OKE

ONEOK INC NEW

-1.41%

Shares42.8K

Event2026-03-31

Filed2026-05-13

PBA

PEMBINA PIPELINE CORP

-0.46%

Shares86.1K

Event2026-03-31

Filed2026-05-13

FRA

BLACKROCK FLOATING RATE INCO

10.86%

Shares328.4K

Event2026-03-31

Filed2026-05-13

STWD

STARWOOD PPTY TR INC

6.41%

Shares207.0K

Event2026-03-31

Filed2026-05-13

NZF

NUVEEN MUN CR INCOME FD

15.83%

Shares284.9K

Event2026-03-31

Filed2026-05-13

WFC-PL

WELLS FARGO & CO

-2.65%

Shares2.9K

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

19.52%

Shares46.7K

Event2026-03-31

Filed2026-05-13

UPS

UNITED PARCEL SVCS INC

13.13%

Shares29.6K

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC

1342.65%

Shares17.8K

Event2026-03-31

Filed2026-05-13

WELL

WELLTOWER INC

-0.10%

Shares14.4K

Event2026-03-31

Filed2026-05-13

KYN

KAYNE ANDERSON ENERGY INFRST

5.70%

Shares194.9K

Event2026-03-31

Filed2026-05-13

XEL

XCEL ENERGY INC

-0.44%

Shares34.1K

Event2026-03-31

Filed2026-05-13

BROOKFIELD RENEWABLE CORP

5.68%

Shares66.2K

Event2026-03-31

Filed2026-05-13

BTZ

BLACKROCK CR ALLOCATION

-0.96%

Shares257.8K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

1.52%

Shares10.6K

Event2026-03-31

Filed2026-05-13

BEP

BROOKFIELD RENEWABLE ENERGY

31.27%

Shares77.1K

Event2026-03-31

Filed2026-05-13

GIS

GENERAL MILLS INC

39.61%

Shares63.2K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

35.47%

Shares22.8K

Event2026-03-31

Filed2026-05-13

BANK NEW YORK MELLON CORP

-0.58%

Shares18.6K

Event2026-03-31

Filed2026-05-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-05-13

MRP

MILLROSE PPTYS INC

-1.31%

Shares76.2K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

1.39%

Shares7.1K

Event2026-03-31

Filed2026-05-13

FSLR

FIRST SOLAR INC

33.47%

Shares10.4K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

56.16%

Shares21.1K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-0.05%

Shares11.6K

Event2026-03-31

Filed2026-05-13

INTU

INTUIT

35.32%

Shares4.5K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-0.31%

Shares3.2K

Event2026-03-31

Filed2026-05-13

BAC-PL

BANK AMERICA CORP

-0.76%

Shares1.6K

Event2026-03-31

Filed2026-05-13

CPRT

COPART INC

27.24%

Shares51.7K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-13

RLJ-PA

RLJ LODGING TR

-0.45%

Shares66.2K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

0.01%

Shares12.6K

Event2026-03-31

Filed2026-05-13

THE CIGNA GROUP

-0.88%

Shares5.6K

Event2026-03-31

Filed2026-05-13

DHR

DANAHER CORP DEL

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

3.90%

Shares17.4K

Event2026-03-31

Filed2026-05-13

SHV

ISHARES TR

-1.87%

Shares10.5K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-13

CSX

CSX CORP

0.00%

Shares27.8K

Event2026-03-31

Filed2026-05-13

CONSOLIDATED EDISON INC

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-13

SUB

ISHARES TR

6.88%

Shares10.2K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

17.30%

Shares8.8K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

-1.30%

Shares2.7K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares785

Event2026-03-31

Filed2026-05-13

GBDC

GOLUB CAP BDC INC

-3.84%

Shares61.3K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-13

STLD

STEEL DYNAMICS INC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-13

USIG

ISHARES TR

0.00%

Shares13.6K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

-0.05%

Shares1.9K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

-3.57%

Shares3.1K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-13

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-13

WEYERHAEUSER CO

0.00%

Shares24.4K

Event2026-03-31

Filed2026-05-13

IWR

ISHARES TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-13