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The Analysis of Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma's Holdings & P&L

Currently, Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma holds 1046 types of securities in its portfolio with a total value $6.8B. In the most recent quarter, they have increased their positions in IQLT (+1.1M shares, valued at $52.1M), NVDA (+103.0K shares, valued at $20.6M), MGK (+232.5K shares, valued at $20.4M); decreased their positions in MTUM (-28.8K shares, valued at $9.9M), SJNK (-173.1K shares, valued at $4.3M), FTNT (-22.6K shares, valued at $3.5M); initiated new positions in COLB (+157.7K shares, valued at $5.1M), CCL (+71.4K shares, valued at $2.0M), SPHQ (+18.8K shares, valued at $1.7M).

1M P&L

+206.4M+3.40%

3M P&L

+117.2M+1.91%

HY P&L

+384.5M+6.54%

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/A4.0B

65.0%

2Semiconductors555.8M

8.9%

3Consumer Electronics180.3M

2.9%

Top Industries by Stock Count

1N/A256 stocks

27.1%

2Banks - Regional37 stocks

3.9%

3Semiconductors22 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION2.1M shares5.26%2026-06-302026-07-15

QUAL ISHARES TR1.8M shares1.57%2026-06-302026-07-15

IQLT ISHARES TR7.9M shares15.37%2026-06-302026-07-15

MTUM ISHARES TR931.6K shares-3.00%2026-06-302026-07-15

VTIP VANGUARD MALVERN FDS5.1M shares5.22%2026-06-302026-07-15

VCSH VANGUARD SCOTTSDALE FDS2.9M shares5.07%2026-06-302026-07-15

DFUV DIMENSIONAL ETF TRUST3.4M shares5.03%2026-06-302026-07-15

AAPL APPLE INC620.7K shares1.36%2026-06-302026-07-15

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IEMG ISHARES INC2.0M shares2.21%2026-06-302026-07-15

EFV ISHARES TR2.1M shares6.25%2026-06-302026-07-15

VCIT VANGUARD SCOTTSDALE FDS1.5M shares4.54%2026-06-302026-07-15

DFIV DIMENSIONAL ETF TRUST1.8M shares2.82%2026-06-302026-07-15

MSFT MICROSOFT CORP229.5K shares3.97%2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T103.9K shares7.77%2026-06-302026-07-15

QGRW WISDOMTREE TR1.2M shares13.63%2026-06-302026-07-15

DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN1.2M shares7.27%2026-06-302026-07-15

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AMZN AMAZON COM INC313.9K shares6.20%2026-06-302026-07-15

VTV VANGUARD INDEX FDS336.3K shares-1.14%2026-06-302026-07-15

VGSH VANGUARD SCOTTSDALE FDS1.2M shares5.46%2026-06-302026-07-15

AVDV AMERICAN CENTY ETF TR663.9K shares5.29%2026-06-302026-07-15

GOOG ALPHABET INC184.2K shares8.09%2026-06-302026-07-15

DFAT DIMENSIONAL ETF TRUST922.7K shares0.95%2026-06-302026-07-15

VEA VANGUARD TAX-MANAGED FDS899.6K shares0.07%2026-06-302026-07-15

META PLATFORMS INC META PLATFORMS INC109.4K shares3.32%2026-06-302026-07-15

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CISCO SYS INC CISCO SYS INC481.1K shares1.12%2026-06-302026-07-15

AVUV AMERICAN CENTY ETF TR444.6K shares7.21%2026-06-302026-07-15

VNQ VANGUARD INDEX FDS479.9K shares5.36%2026-06-302026-07-15

SCHC SCHWAB STRATEGIC TR951.4K shares11.00%2026-06-302026-07-15

BROADCOM INC BROADCOM INC105.4K shares6.76%2026-06-302026-07-15

MU MICRON TECHNOLOGY INC31.9K shares-1.47%2026-06-302026-07-15

TSLA TESLA INC85.7K shares8.82%2026-06-302026-07-15

DELL DELL TECHNOLOGIES INC83.2K shares-3.06%2026-06-302026-07-15

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SCHF SCHWAB STRATEGIC TR1.2M shares9.79%2026-06-302026-07-15

SJNK SPDR SERIES TRUST1.3M shares-11.63%2026-06-302026-07-15

LRCX LAM RESEARCH CORP74.0K shares-2.19%2026-06-302026-07-15

GOOGL ALPHABET INC89.4K shares5.97%2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS86.3K shares11.75%2026-06-302026-07-15

VBR VANGUARD INDEX FDS131.1K shares2.03%2026-06-302026-07-15

VSS VANGUARD INTL EQUITY INDEX F205.4K shares-0.45%2026-06-302026-07-15

DFAC DIMENSIONAL ETF TRUST705.8K shares-0.72%2026-06-302026-07-15

Sponsored

AMD ADVANCED MICRO DEVICES INC53.6K shares-3.54%2026-06-302026-07-15

SCHX SCHWAB STRATEGIC TR1.1M shares0.08%2026-06-302026-07-15

JPMORGAN CHASE & CO JPMORGAN CHASE & CO90.6K shares4.32%2026-06-302026-07-15

ESGD ISHARES TR282.2K shares0.14%2026-06-302026-07-15

DUHP DIMENSIONAL ETF TRUST691.9K shares2.01%2026-06-302026-07-15

IWC ISHARES TR140.7K shares0.05%2026-06-302026-07-15

MO ALTRIA GROUP INC371.8K shares3.49%2026-06-302026-07-15

MGC VANGUARD WORLD FD97.5K shares9.06%2026-06-302026-07-15

Sponsored

DFAS DIMENSIONAL ETF TRUST317.4K shares0.02%2026-06-302026-07-15

VFMO VANGUARD WELLINGTON FD104.0K shares-4.75%2026-06-302026-07-15

BK BANK OF NY MELLON CORP179.3K shares3.04%2026-06-302026-07-15

WDC WESTERN DIGITAL CORP40.6K shares-9.58%2026-06-302026-07-15

MGK VANGUARD WORLD FD284.7K shares445.28%2026-06-302026-07-15

GLW CORNING INC95.2K shares-8.50%2026-06-302026-07-15

CMI CUMMINS INC33.3K shares-2.30%2026-06-302026-07-15

EFG ISHARES TR189.9K shares10.34%2026-06-302026-07-15

Sponsored

FPE FIRST TR EXCH TRADED FD III1.3M shares4.32%2026-06-302026-07-15

QQQ INVESCO QQQ TR31.2K shares10.88%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON90.0K shares0.87%2026-06-302026-07-15

VNQI VANGUARD INTL EQUITY INDEX F500.0K shares10.32%2026-06-302026-07-15

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION23.6K shares9.89%2026-06-302026-07-15

IJR ISHARES TR144.1K shares9.46%2026-06-302026-07-15

MGV VANGUARD WORLD FD129.2K shares6.42%2026-06-302026-07-15

BRK.B BERKSHIRE HATHAWAY INC DEL41.9K shares11.16%2026-06-302026-07-15

Sponsored

FEM FIRST TR EXCH TRD ALPHDX FD636.4K shares3.11%2026-06-302026-07-15

LLY ELI LILLY & CO17.0K shares3.97%2026-06-302026-07-15

NULV NUSHARES ETF TR402.9K shares0.35%2026-06-302026-07-15

WMT WALMART INC177.2K shares0.56%2026-06-302026-07-15

APPLIED MATLS INC APPLIED MATLS INC27.6K shares2.87%2026-06-302026-07-15

VOO VANGUARD INDEX FDS28.9K shares7.62%2026-06-302026-07-15

VV VANGUARD INDEX FDS55.2K shares-0.10%2026-06-302026-07-15

QUANTA SVCS INC QUANTA SVCS INC25.1K shares-1.85%2026-06-302026-07-15

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STIP ISHARES TR169.2K shares-0.65%2026-06-302026-07-15

VWO VANGUARD INTL EQUITY INDEX F288.1K shares-1.51%2026-06-302026-07-15

CAT CATERPILLAR INC16.0K shares-1.33%2026-06-302026-07-15

IBM INTERNATIONAL BUSINESS MACHS60.2K shares5.44%2026-06-302026-07-15

PM PHILIP MORRIS INTL INC93.2K shares2.48%2026-06-302026-07-15

VB VANGUARD INDEX FDS53.4K shares0.07%2026-06-302026-07-15

SCHE SCHWAB STRATEGIC TR440.4K shares-2.21%2026-06-302026-07-15

ISHARES TR ISHARES TR20.8K shares-6.87%2026-06-302026-07-15

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VOE VANGUARD INDEX FDS76.2K shares7.68%2026-06-302026-07-15

SCHA SCHWAB STRATEGIC TR414.3K shares-3.46%2026-06-302026-07-15

INTC INTEL CORP105.5K shares-5.86%2026-06-302026-07-15

ESML ISHARES TR260.3K shares-0.86%2026-06-302026-07-15

ADP AUTOMATIC DATA PROCESSING IN64.3K shares26.25%2026-06-302026-07-15

ESGE ISHARES INC262.7K shares-3.17%2026-06-302026-07-15

EWX SPDR INDEX SHS FDS182.8K shares2.71%2026-06-302026-07-15

VISA INC VISA INC39.5K shares10.98%2026-06-302026-07-15

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP97.6K shares0.65%2026-06-302026-07-15

ADI ANALOG DEVICES INC33.2K shares-2.42%2026-06-302026-07-15

VOT VANGUARD INDEX FDS42.9K shares10.64%2026-06-302026-07-15

VYM VANGUARD WHITEHALL FDS83.0K shares13.07%2026-06-302026-07-15

SCHV SCHWAB STRATEGIC TR373.9K shares0.06%2026-06-302026-07-15

HPE HEWLETT PACKARD ENTERPRISE C288.2K shares1.80%2026-06-302026-07-15

EBI RBB FUND TRUST187.7K shares0.00%2026-06-302026-07-15

TXN TEXAS INSTRS INC39.4K shares-3.83%2026-06-302026-07-15

Sponsored

NUSHARES ETF TR NUSHARES ETF TR266.9K shares-0.13%2026-06-302026-07-15

SCHW SCHWAB CHARLES CORP125.7K shares8.06%2026-06-302026-07-15

UAL UNITED AIRLS HLDGS INC82.8K shares7.23%2026-06-302026-07-15

ESGU ISHARES TR67.3K shares0.09%2026-06-302026-07-15

OZ BELPOINTE PREP LLC241.0K shares-2.28%2026-06-302026-07-15

T AT&T INC522.4K shares1.13%2026-06-302026-07-15

GILD GILEAD SCIENCES INC84.2K shares-2.08%2026-06-302026-07-15

TJX TJX COS INC NEW68.8K shares6.73%2026-06-302026-07-15

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CVX CHEVRON CORPORATION62.7K shares0.83%2026-06-302026-07-15

DWX SPDR INDEX SHS FDS221.5K shares0.53%2026-06-302026-07-15

TSM TAIWAN SEMICONDUCTOR MANUFAC21.2K shares0.45%2026-06-302026-07-15

FNDF SCHWAB STRATEGIC TR186.9K shares2.28%2026-06-302026-07-15

ABBVIE INC ABBVIE INC39.1K shares2.85%2026-06-302026-07-15

ETN EATON CORP PLC23.0K shares2.75%2026-06-302026-07-15

PG PROCTER & GAMBLE CO66.6K shares2.72%2026-06-302026-07-15

AZO AUTOZONE INC3.0K shares7.09%2026-06-302026-07-15

Sponsored

PAYX PAYCHEX INC97.6K shares39.74%2026-06-302026-07-15

RTX CORPORATION RTX CORPORATION49.6K shares7.29%2026-06-302026-07-15

NETFLIX INC. NETFLIX INC.131.7K shares6.87%2026-06-302026-07-15

VUG VANGUARD INDEX FDS108.2K shares491.38%2026-06-302026-07-15

FTSL FIRST TR EXCHANGE-TRADED FD206.6K shares5.63%2026-06-302026-07-15

ANET ARISTA NETWORKS INC53.9K shares29.51%2026-06-302026-07-15

HD HOME DEPOT INC23.7K shares0.07%2026-06-302026-07-15

SHM SPDR SERIES TRUST166.9K shares-0.92%2026-06-302026-07-15

Sponsored

ORACLE CORP ORACLE CORP52.6K shares-1.92%2026-06-302026-07-15

MCK MCKESSON CORP10.2K shares2.16%2026-06-302026-07-15

ORLY OREILLY AUTOMOTIVE INC80.1K shares14.69%2026-06-302026-07-15

NEM NEWMONT CORP77.5K shares-1.77%2026-06-302026-07-15

MPWR MONOLITHIC PWR SYS INC5.1K shares-2.39%2026-06-302026-07-15

VSGX VANGUARD WORLD FD82.2K shares-1.72%2026-06-302026-07-15

QCOM QUALCOMM INC36.5K shares7.52%2026-06-302026-07-15

SPSB SPDR SERIES TRUST223.7K shares18.38%2026-06-302026-07-15

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SPIB SPDR SERIES TRUST199.3K shares-1.64%2026-06-302026-07-15

DEM WISDOMTREE TR123.1K shares-1.66%2026-06-302026-07-15

BAC BANK OF AMER CORP114.8K shares3.23%2026-06-302026-07-15

SCHB SCHWAB STRATEGIC TR223.5K shares2.09%2026-06-302026-07-15

EME EMCOR GROUP INC7.6K shares-1.28%2026-06-302026-07-15

MRK MERCK & CO INC48.8K shares7.99%2026-06-302026-07-15

BKR BAKER HUGHES COMPANY112.2K shares-1.38%2026-06-302026-07-15

GE GE AEROSPACE16.5K shares-18.86%2026-06-302026-07-15

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HYMB SPDR SERIES TRUST236.6K shares-25.11%2026-06-302026-07-15

VBK VANGUARD INDEX FDS16.1K shares9.35%2026-06-302026-07-15

IJS ISHARES TR43.0K shares1.16%2026-06-302026-07-15

TMUS T-MOBILE US INC34.6K shares1.68%2026-06-302026-07-15

GEV GE VERNOVA INC4.9K shares-11.02%2026-06-302026-07-15

MUB ISHARES TR52.6K shares-1.58%2026-06-302026-07-15

GRMN GARMIN LTD23.8K shares0.98%2026-06-302026-07-15

SUB ISHARES TR52.6K shares0.08%2026-06-302026-07-15

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MCD MCDONALDS CORP20.6K shares4.67%2026-06-302026-07-15

KO COCA COLA CO67.3K shares14.41%2026-06-302026-07-15

KLAC KLA CORP17.9K shares971.74%2026-06-302026-07-15

LPLA LPL FINL HLDGS INC19.0K shares11.11%2026-06-302026-07-15

MASTERCARD INCORPORATED MASTERCARD INCORPORATED10.4K shares7.99%2026-06-302026-07-15

SBUX STARBUCKS CORP52.1K shares4.44%2026-06-302026-07-15

SANM SANMINA CORP20.8K shares10.47%2026-06-302026-07-15

BLK BLACKROCK INC5.5K shares0.68%2026-06-302026-07-15

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AXP AMERICAN EXPRESS CO15.5K shares10.72%2026-06-302026-07-15

CAH CARDINAL HEALTH INC22.0K shares-1.79%2026-06-302026-07-15

DES WISDOMTREE TR128.2K shares-2.97%2026-06-302026-07-15

COLB COLUMBIA BKG SYS INC157.7K sharesnew addition2026-06-302026-07-15

ETR ENTERGY CORP NEW43.7K shares-0.07%2026-06-302026-07-15

STT STATE STR CORP29.4K shares6.71%2026-06-302026-07-15

FNDE SCHWAB STRATEGIC TR125.4K shares-0.94%2026-06-302026-07-15

BMY BRISTOL-MYERS SQUIBB CO86.2K shares3.96%2026-06-302026-07-15

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EMXC ISHARES INC48.3K shares-2.87%2026-06-302026-07-15

IWB ISHARES TR12.0K shares0.00%2026-06-302026-07-15

PANW PALO ALTO NETWORKS INC14.2K shares1.11%2026-06-302026-07-15

DFUS DIMENSIONAL ETF TRUST58.4K shares0.11%2026-06-302026-07-15

PH PARKER-HANNIFIN CORP4.9K shares1.22%2026-06-302026-07-15

AMGN AMGEN INC13.1K shares10.64%2026-06-302026-07-15

DLS WISDOMTREE TR56.5K shares0.37%2026-06-302026-07-15

HIG HARTFORD INSURANCE GROUP INC35.7K shares6.37%2026-06-302026-07-15

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GS GOLDMAN SACHS GROUP INC4.6K shares4.77%2026-06-302026-07-15

KR KROGER CO83.2K shares5.19%2026-06-302026-07-15

ARCH CAP GROUP LTD ARCH CAP GROUP LTD46.7K shares-0.40%2026-06-302026-07-15

DAL DELTA AIR LINES INC48.0K shares12.22%2026-06-302026-07-15

VGT VANGUARD WORLD FD37.6K shares754.60%2026-06-302026-07-15

DE DEERE & CO7.1K shares-2.08%2026-06-302026-07-15

SCHD SCHWAB STRATEGIC TR137.4K shares21.34%2026-06-302026-07-15

WEC WEC ENERGY GROUP INC36.7K shares-0.04%2026-06-302026-07-15

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WRB BERKLEY W R CORP59.7K shares49.88%2026-06-302026-07-15

ACMR ACM RESH INC33.2K shares41.52%2026-06-302026-07-15

XLK SELECT SECTOR SPDR TR22.1K shares9.22%2026-06-302026-07-15

NTCT NETSCOUT SYS INC94.6K shares1.06%2026-06-302026-07-15

SCHG SCHWAB STRATEGIC TR121.7K shares12.61%2026-06-302026-07-15

BA BOEING CO18.9K shares-1.32%2026-06-302026-07-15

VT VANGUARD INTL EQUITY INDEX F26.0K shares-25.22%2026-06-302026-07-15

IWD ISHARES TR16.3K shares-2.62%2026-06-302026-07-15

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VIG VANGUARD SPECIALIZED FUNDS16.3K shares23.70%2026-06-302026-07-15

AIG AMERICAN INTL GROUP INC50.4K shares19.03%2026-06-302026-07-15

SCHH SCHWAB STRATEGIC TR157.5K shares-2.87%2026-06-302026-07-15

DUK DUKE ENERGY CORP NEW29.1K shares8.04%2026-06-302026-07-15

BSV VANGUARD BD INDEX FDS47.3K shares4.02%2026-06-302026-07-15

KEYS KEYSIGHT TECHNOLOGIES INC10.5K shares7.09%2026-06-302026-07-15

CPNG COUPANG INC208.6K shares-0.11%2026-06-302026-07-15

BSCV INVESCO EXCH TRD SLF IDX FD220.5K shares5.87%2026-06-302026-07-15

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DHR DANAHER CORP DEL18.4K shares1.00%2026-06-302026-07-15

MS MORGAN STANLEY16.7K shares-2.94%2026-06-302026-07-15

BSCT INVESCO EXCH TRD SLF IDX FD186.6K shares1.63%2026-06-302026-07-15

BSCR INVESCO EXCH TRD SLF IDX FD175.4K shares-0.25%2026-06-302026-07-15

BSCS INVESCO EXCH TRD SLF IDX FD168.5K shares0.42%2026-06-302026-07-15

BSCQ INVESCO EXCH TRD SLF IDX FD175.4K shares0.12%2026-06-302026-07-15

FNDX SCHWAB STRATEGIC TR110.0K shares0.86%2026-06-302026-07-15

VZ VERIZON COMMUNICATIONS INC80.6K shares17.93%2026-06-302026-07-15

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IWN ISHARES TR15.4K shares-2.68%2026-06-302026-07-15

SCCO SOUTHERN COPPER CORP19.5K shares-0.81%2026-06-302026-07-15

BSCU INVESCO EXCH TRD SLF IDX FD203.9K shares1.81%2026-06-302026-07-15

C CITIGROUP INC24.1K shares14.79%2026-06-302026-07-15

CRH CRH PLC31.4K shares6.85%2026-06-302026-07-15

NTB BANK OF N T BUTTERFIELD & SO56.2K shares10.98%2026-06-302026-07-15

NVR NVR INC489 shares-7.39%2026-06-302026-07-15

IVW ISHARES TR24.2K shares0.00%2026-06-302026-07-15

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FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD35.4K shares-1.21%2026-06-302026-07-15

ASML ASML HLDG NV1.6K shares25.71%2026-06-302026-07-15

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC27.8K shares-14.93%2026-06-302026-07-15

ISHARES TR ISHARES TR33.3K shares-12.94%2026-06-302026-07-15

BSCW INVESCO EXCH TRD SLF IDX FD154.6K shares1.85%2026-06-302026-07-15

SCHZ SCHWAB STRATEGIC TR136.6K shares-2.55%2026-06-302026-07-15

HYD VANECK ETF TRUST61.3K shares-19.60%2026-06-302026-07-15

SNA SNAP ON INC7.6K shares33.15%2026-06-302026-07-15

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GD GENERAL DYNAMICS CORP8.6K shares9.52%2026-06-302026-07-15

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-06-302026-07-15

PEP PEPSICO INC21.9K shares14.94%2026-06-302026-07-15

WFC WELLS FARGO & CO35.3K shares4.37%2026-06-302026-07-15

UNP UNION PAC CORP10.7K shares14.81%2026-06-302026-07-15

CME CME GROUP INC12.8K shares4.52%2026-06-302026-07-15

FI FISERV INC57.7K shares11.55%2026-06-302026-07-15

IWM ISHARES TR9.4K shares-2.92%2026-06-302026-07-15

Sponsored

KAT ADVISORS SER TR52.0K shares-31.04%2026-06-302026-07-15

ABT ABBOTT LABORATORIES30.8K shares-4.49%2026-06-302026-07-15

SPYV SPDR SERIES TRUST45.8K shares-13.95%2026-06-302026-07-15

NEXTERA ENERGY INC NEXTERA ENERGY INC31.6K shares6.07%2026-06-302026-07-15

LOAR LOAR HOLDINGS INC33.7K shares0.00%2026-06-302026-07-15

VO VANGUARD INDEX FDS33.6K shares269.37%2026-06-302026-07-15

WMB WILLIAMS COS INC36.3K shares-11.15%2026-06-302026-07-15

EW EDWARDS LIFESCIENCES CORP29.6K shares28.00%2026-06-302026-07-15

Sponsored

IAU ISHARES GOLD TR35.3K shares2.52%2026-06-302026-07-15

JBL JABIL INC6.9K shares11.37%2026-06-302026-07-15

USB US BANCORP42.3K shares13.72%2026-06-302026-07-15

CMF ISHARES TR44.2K shares25.47%2026-06-302026-07-15

WRLD WORLD ACCEP CORPORATION11.3K shares23.74%2026-06-302026-07-15

CP CANADIAN PACIFIC KANSAS CITY29.2K shares-5.16%2026-06-302026-07-15

DIA STATE STR SPDR DOW JONES IND4.8K shares-0.06%2026-06-302026-07-15

NDAQ NASDAQ INC30.7K shares6.93%2026-06-302026-07-15

Sponsored

RELY REMITLY GLOBAL INC107.9K shares-16.79%2026-06-302026-07-15

IDV ISHARES TR58.0K shares-4.41%2026-06-302026-07-15

EFA ISHARES TR23.0K shares-5.69%2026-06-302026-07-15

AXS AXIS CAP HLDGS LTD22.0K shares14.32%2026-06-302026-07-15

FLEX FLEX LTD14.5K shares-7.77%2026-06-302026-07-15

CPRX CATALYST PHARMACEUTICALS INC73.0K shares10.30%2026-06-302026-07-15

SUSB ISHARES TR90.9K shares4.49%2026-06-302026-07-15

LAUR LAUREATE ED INC61.0K shares11.82%2026-06-302026-07-15

Sponsored

CL COLGATE PALMOLIVE CO24.1K shares21.91%2026-06-302026-07-15

LIN LINDE PLC4.2K shares9.47%2026-06-302026-07-15

UBER UBER TECHNOLOGIES INC30.2K shares-2.98%2026-06-302026-07-15

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC16.4K shares23.79%2026-06-302026-07-15

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC26.7K shares-3.32%2026-06-302026-07-15

ACWI ISHARES TR13.7K shares0.78%2026-06-302026-07-15

INBX INHIBRX BIOSCIENCES INC22.6K shares0.00%2026-06-302026-07-15

VEU VANGUARD INTL EQUITY INDEX F25.4K shares-2.07%2026-06-302026-07-15

Sponsored

BE BLOOM ENERGY CORP7.0K shares4.65%2026-06-302026-07-15

SMCI SUPER MICRO COMPUTER INC72.4K shares28.01%2026-06-302026-07-15

EOG EOG RES INC16.3K shares2.67%2026-06-302026-07-15

PHM PULTE GROUP INC15.4K shares-5.72%2026-06-302026-07-15

FAST FASTENAL CO43.9K shares17.64%2026-06-302026-07-15

COF CAPITAL ONE FINL CORP10.4K shares6.80%2026-06-302026-07-15

TMO THERMO FISHER SCIENTIFIC INC4.2K shares5.99%2026-06-302026-07-15

DIS DISNEY WALT CO21.6K shares2.05%2026-06-302026-07-15

Sponsored

WELL WELLTOWER INC9.1K shares10.39%2026-06-302026-07-15

CRDO CREDO TECHNOLOGY GROUP HOLDI7.6K shares32.03%2026-06-302026-07-15

CCL CARNIVAL CORP LTD71.4K sharesnew addition2026-06-302026-07-15

LOW LOWES COS INC9.2K shares-9.31%2026-06-302026-07-15

LNG CHENIERE ENERGY INC8.4K shares-0.75%2026-06-302026-07-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.1K shares73.57%2026-06-302026-07-15

SOXX ISHARES TR3.1K shares-0.16%2026-06-302026-07-15

DGS WISDOMTREE TR30.7K shares-2.19%2026-06-302026-07-15

Sponsored

ROK ROCKWELL AUTOMATION INC3.9K shares23.50%2026-06-302026-07-15

AEP AMERICAN ELEC PWR CO INC14.2K shares3.34%2026-06-302026-07-15

PBP INVESCO EXCHANGE TRADED FD T84.5K shares-4.18%2026-06-302026-07-15

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC5.8K shares-5.43%2026-06-302026-07-15

IJH ISHARES TR24.9K shares-11.08%2026-06-302026-07-15

COP CONOCOPHILLIPS18.4K shares2.89%2026-06-302026-07-15

UMMA LISTED FDS TR48.3K shares0.00%2026-06-302026-07-15

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD42.1K shares-17.34%2026-06-302026-07-15

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.5K shares-9.25%2026-06-302026-07-15

TWLO TWILIO INC9.1K shares-7.64%2026-06-302026-07-15

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.4K shares-4.13%2026-06-302026-07-15

ORKA ORUKA THERAPEUTICS INC19.3K shares5.94%2026-06-302026-07-15

ED CONSOLIDATED EDISON INC16.6K shares34.89%2026-06-302026-07-15

PNC PNC FINL SVCS GROUP INC7.4K shares11.28%2026-06-302026-07-15

LMT LOCKHEED MARTIN CORP3.5K shares-10.18%2026-06-302026-07-15

JAZZ PHARMACEUTICALS PLC JAZZ PHARMACEUTICALS PLC7.5K shares31.76%2026-06-302026-07-15

Sponsored

FITB FIFTH THIRD BANCORP31.9K shares14.90%2026-06-302026-07-15

NUDM NUSHARES ETF TR44.9K shares0.00%2026-06-302026-07-15

NXT NEXTPOWER INC15.1K shares10.59%2026-06-302026-07-15

ORI OLD REP INTL CORP43.0K shares5.71%2026-06-302026-07-15

RSP INVESCO EXCHANGE TRADED FD T8.2K shares0.00%2026-06-302026-07-15

AFL AFLAC INC14.9K shares-3.19%2026-06-302026-07-15

AVA AVISTA CORP42.5K shares17.59%2026-06-302026-07-15

SCZ ISHARES TR20.9K shares6.59%2026-06-302026-07-15

Sponsored

ARM ARM HOLDINGS PLC4.8K shares-14.14%2026-06-302026-07-15

JMOM J P MORGAN EXCHANGE TRADED F19.9K shares12.38%2026-06-302026-07-15

SPHQ INVESCO EXCHANGE TRADED FD T18.8K sharesnew addition2026-06-302026-07-15

ALKS ALKERMES PLC32.1K shares7.59%2026-06-302026-07-15

PLD PROLOGIS INC.12.4K shares26.04%2026-06-302026-07-15

PGR PROGRESSIVE CORP7.6K shares28.85%2026-06-302026-07-15

IWF ISHARES TR13.2K shares287.81%2026-06-302026-07-15

RL RALPH LAUREN CORP4.1K shares27.66%2026-06-302026-07-15

Sponsored

GTX GARRETT MOTION INC45.3K shares16.40%2026-06-302026-07-15

SHW SHERWIN WILLIAMS CO4.7K shares-0.71%2026-06-302026-07-15

SPSM SPDR SERIES TRUST27.9K shares0.00%2026-06-302026-07-15

APH AMPHENOL CORP9.1K shares-1.58%2026-06-302026-07-15

VYMI VANGUARD WHITEHALL FDS16.3K shares-0.37%2026-06-302026-07-15

HWM HOWMET AEROSPACE INC5.9K shares25.33%2026-06-302026-07-15

FNDA SCHWAB STRATEGIC TR41.8K shares32.51%2026-06-302026-07-15

HG HAMILTON INSURANCE GROUP LTD46.6K shares15.57%2026-06-302026-07-15

Sponsored

SEIC SEI INVTS CO18.0K shares8.54%2026-06-302026-07-15

SCHK SCHWAB STRATEGIC TR43.5K shares0.49%2026-06-302026-07-15

ITW ILLINOIS TOOL WKS INC5.8K shares16.80%2026-06-302026-07-15

NOC NORTHROP GRUMMAN CORP3.1K shares25.61%2026-06-302026-07-15

WWD WOODWARD INC3.6K shares68.06%2026-06-302026-07-15

RMBS RAMBUS INC DEL11.5K shares23.11%2026-06-302026-07-15

SYF SYNCHRONY FINANCIAL19.9K shares27.19%2026-06-302026-07-15

UNM UNUM GROUP16.8K shares15.00%2026-06-302026-07-15

Sponsored

MSI MOTOROLA SOLUTIONS INC3.6K shares-1.06%2026-06-302026-07-15

ACLS AXCELIS TECHNOLOGIES INC7.8K shares1.74%2026-06-302026-07-15

PCAR PACCAR INC12.3K shares-0.05%2026-06-302026-07-15

S&P GLOBAL INC S&P GLOBAL INC3.6K shares-1.79%2026-06-302026-07-15

NVS NOVARTIS AG9.4K shares-1.60%2026-06-302026-07-15

MNST MONSTER BEVERAGE CORP NEW15.1K shares15.14%2026-06-302026-07-15

SGOV ISHARES TR14.4K shares0.44%2026-06-302026-07-15

ELV ELEVANCE HEALTH INC FORMERLY3.7K shares48.31%2026-06-302026-07-15

Sponsored

UVE UNIVERSAL INS HLDGS INC34.3K shares8.28%2026-06-302026-07-15

ALL ALLSTATE CORP5.9K shares0.63%2026-06-302026-07-15

MTB M & T BK CORP5.9K shares37.62%2026-06-302026-07-15

WSM WILLIAMS SONOMA INC5.9K shares11.03%2026-06-302026-07-15

CHAT TIDAL TRUST II14.0K sharesnew addition2026-06-302026-07-15

SPLV INVESCO EXCH TRADED FD TR II18.3K shares0.00%2026-06-302026-07-15

SNDK SANDISK CORP603 sharesnew addition2026-06-302026-07-15

FOXA FOX CORP26.2K shares4.96%2026-06-302026-07-15

Sponsored

JBHT HUNT J B TRANS SVCS INC4.7K shares39.25%2026-06-302026-07-15

EBAY EBAY INC.12.0K shares24.21%2026-06-302026-07-15

IUSG ISHARES TR7.1K shares0.00%2026-06-302026-07-15

EEMS ISHARES INC17.6K shares-0.75%2026-06-302026-07-15

TER TERADYNE INC2.8K shares6.34%2026-06-302026-07-15

IEI ISHARES TR11.3K shares3.02%2026-06-302026-07-15

DHS WISDOMTREE TR11.6K shares0.00%2026-06-302026-07-15

SHOP SHOPIFY INC11.4K shares38.86%2026-06-302026-07-15

Sponsored

BKE BUCKLE INC30.8K shares16.59%2026-06-302026-07-15

WASTE MGMT INC DEL WASTE MGMT INC DEL5.8K shares7.01%2026-06-302026-07-15

PTCT PTC THERAPEUTICS INC15.9K shares14.91%2026-06-302026-07-15

IGPT INVESCO EXCHANGE TRADED FD T12.4K sharesnew addition2026-06-302026-07-15

AME AMETEK INC5.3K shares38.36%2026-06-302026-07-15

AEE AMEREN CORP10.9K shares18.94%2026-06-302026-07-15

10X GENOMICS INC 10X GENOMICS INC32.2K shares-8.51%2026-06-302026-07-15

TDY TELEDYNE TECHNOLOGIES INC1.8K shares1.09%2026-06-302026-07-15

Sponsored

ITOT ISHARES TR7.5K shares68.17%2026-06-302026-07-15

INSW INTERNATIONAL SEAWAYS INC16.0K shares-1.60%2026-06-302026-07-15

SOFI SOFI TECHNOLOGIES INC67.8K shares510.72%2026-06-302026-07-15

VLO VALERO ENERGY CORP4.7K shares78.81%2026-06-302026-07-15

EXPE EXPEDIA GROUP INC4.7K shares11.06%2026-06-302026-07-15

MTCH MATCH GROUP INC NEW31.7K shares41.53%2026-06-302026-07-15

PRDO PERDOCEO ED CORP37.5K shares6.69%2026-06-302026-07-15

CIEN CIENA CORP2.4K shares-7.77%2026-06-302026-07-15

Sponsored

EMB ISHARES TR12.4K shares10.83%2026-06-302026-07-15

CW CURTISS WRIGHT CORP1.6K shares43.07%2026-06-302026-07-15

CRUS CIRRUS LOGIC INC8.0K shares22.59%2026-06-302026-07-15

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC8.7K sharesnew addition2026-06-302026-07-15

ECL ECOLAB INC4.2K shares-11.48%2026-06-302026-07-15

IGM ISHARES TR7.1K shares-1.09%2026-06-302026-07-15

CHUBB LIMITED CHUBB LIMITED3.4K shares50.69%2026-06-302026-07-15

BHP BHP BILLITON LIMITED13.7K shares-5.30%2026-06-302026-07-15

Sponsored

BOX INC BOX INC42.7K shares1.41%2026-06-302026-07-15

NNN NNN REIT INC24.3K shares28.90%2026-06-302026-07-15

POWL POWELL INDS INC3.9K shares235.34%2026-06-302026-07-15

SSRM SSR MINING IN39.9K shares2.64%2026-06-302026-07-15

HIW HIGHWOODS PPTYS INC37.3K shares53.33%2026-06-302026-07-15

FBP FIRST BANCORP CORPORATION43.1K shares14.12%2026-06-302026-07-15

EGP EASTGROUP PPTYS INC5.5K shares41.21%2026-06-302026-07-15

CI THE CIGNA GROUP4.1K shares37.79%2026-06-302026-07-15

Sponsored

CMCSA COMCAST CORP NEW45.6K shares-17.45%2026-06-302026-07-15

OHI OMEGA HEALTHCARE INVS INC23.4K shares23.72%2026-06-302026-07-15

HPQ HP INC50.8K shares-6.33%2026-06-302026-07-15

HONEYWELL INTL INC HONEYWELL INTL INC5.0K sharesnew addition2026-06-302026-07-15

SUSC ISHARES TR47.9K shares4.45%2026-06-302026-07-15

FREEPORT MCMORAN INC FREEPORT MCMORAN INC17.5K shares12.62%2026-06-302026-07-15

ESS ESSEX PPTY TR INC3.8K shares21.64%2026-06-302026-07-15

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC4.9K sharesnew addition2026-06-302026-07-15

Sponsored

OKE ONEOK INC NEW12.4K shares1.43%2026-06-302026-07-15

BANCO SANTANDER SA BANCO SANTANDER SA77.8K shares1.98%2026-06-302026-07-15

MAS MASCO CORP13.1K shares22.06%2026-06-302026-07-15

PFE PFIZER INC44.0K shares10.33%2026-06-302026-07-15

SPDW SPDR INDEX SHS FDS21.0K shares30.17%2026-06-302026-07-15

TNK TEEKAY TANKERS LTD16.3K shares4.59%2026-06-302026-07-15

SHY ISHARES TR12.9K shares-4.25%2026-06-302026-07-15

WPM WHEATON PRECIOUS METALS CORP9.4K shares0.70%2026-06-302026-07-15

Sponsored

MRVL MARVELL TECHNOLOGY INC3.5K shares0.37%2026-06-302026-07-15

FPEI FIRST TR EXCH TRADED FD III54.4K shares0.03%2026-06-302026-07-15

ET ENERGY TRANSFER L P54.6K shares10.27%2026-06-302026-07-15

PFBC PREFERRED BK LOS ANGELES CA9.8K shares15.31%2026-06-302026-07-15

NULG NUSHARES ETF TR8.9K shares-3.28%2026-06-302026-07-15

LAMR LAMAR ADVERTISING CO6.6K shares18.15%2026-06-302026-07-15

KHC KRAFT HEINZ CO43.5K shares77.78%2026-06-302026-07-15

IVLU ISHARES TR24.4K shares0.00%2026-06-302026-07-15

Sponsored

FTNT FORTINET INC6.6K shares-77.41%2026-06-302026-07-15

VLTO VERALTO CORP11.3K shares12.15%2026-06-302026-07-15

SDY SPDR SERIES TRUST6.6K shares-5.23%2026-06-302026-07-15

YUM YUM BRANDS INC6.3K shares24.93%2026-06-302026-07-15

LYTS LSI INDS INC OHIO37.6K shares23.14%2026-06-302026-07-15

CVS CVS HEALTH CORP9.6K shares-29.80%2026-06-302026-07-15

IWR ISHARES TR9.0K shares0.00%2026-06-302026-07-15

ABNB AIRBNB INC6.9K shares1.24%2026-06-302026-07-15

Sponsored

ZION ZIONS BANCORPORATION NATL AS14.3K shares31.58%2026-06-302026-07-15

NUE NUCOR CORP4.4K shares0.91%2026-06-302026-07-15

KRC KILROY REALTY CORP26.2K shares69.32%2026-06-302026-07-15

ROST ROSS STORES INC4.6K shares38.75%2026-06-302026-07-15

PLAB PHOTRONICS INC29.9K shares15.08%2026-06-302026-07-15

ATR APTARGROUP INC7.7K shares235.56%2026-06-302026-07-15

MAR MARRIOTT INTL INC NEW2.6K shares5.78%2026-06-302026-07-15

ETD ETHAN ALLEN INTERIORS INC43.2K shares15.08%2026-06-302026-07-15

Sponsored

CFG CITIZENS FINL GROUP INC13.7K shares15.43%2026-06-302026-07-15

CGNX COGNEX CORP13.3K shares14.30%2026-06-302026-07-15

SLF SUN LIFE FINANCIAL INC.12.2K shares2.07%2026-06-302026-07-15

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.10.5K shares2.42%2026-06-302026-07-15

GWW WW GRAINGER INC704 shares31.59%2026-06-302026-07-15

THNQ EXCHANGE TRADED CONCEPTS TRU10.5K sharesnew addition2026-06-302026-07-15

CSX CSX CORP20.0K shares19.44%2026-06-302026-07-15

XYZ BLOCK INC12.5K shares13.87%2026-06-302026-07-15

Sponsored

DHT DHT HOLDINGS INC57.5K shares3.59%2026-06-302026-07-15

AMERIPRISE FINL INC AMERIPRISE FINL INC2.0K shares3.12%2026-06-302026-07-15

HBT HBT FINL INC.29.3K shares14.88%2026-06-302026-07-15

DISV DIMENSIONAL ETF TRUST23.2K shares23.16%2026-06-302026-07-15

WAB WABTEC3.5K shares5.40%2026-06-302026-07-15

HYS PIMCO ETF TR9.8K shares8.58%2026-06-302026-07-15

ES EVERSOURCE ENERGY12.7K shares7.07%2026-06-302026-07-15

PRF INVESCO EXCHANGE TRADED FD T17.0K shares0.02%2026-06-302026-07-15

Sponsored

BBY BEST BUY INC12.1K shares123.07%2026-06-302026-07-15

TDC TERADATA CORP DEL26.1K shares232.36%2026-06-302026-07-15

EPR EPR PPTYS15.5K shares11.76%2026-06-302026-07-15

MKS INC. MKS INC.2.0K shares-6.79%2026-06-302026-07-15

BBVA BANCO BILBAO VIZCAYA ARGENTA35.7K shares7.94%2026-06-302026-07-15

ENB ENBRIDGE INC16.5K shares93.30%2026-06-302026-07-15

CARR CARRIER GLOBAL CORPORATION12.0K shares-5.39%2026-06-302026-07-15

MAA MID-AMER APT CMNTYS INC6.3K shares20.98%2026-06-302026-07-15

Sponsored

CCK CROWN HLDGS INC7.8K shares2.72%2026-06-302026-07-15

MTG MGIC INVT CORP WIS31.0K shares19.00%2026-06-302026-07-15

SMH VANECK ETF TRUST1.3K shares45.99%2026-06-302026-07-15

G GENPACT LIMITED31.7K shares11.62%2026-06-302026-07-15

ILMN ILLUMINA INC4.9K shares-14.04%2026-06-302026-07-15

IDT IDT CORP14.9K shares17.36%2026-06-302026-07-15

FR FIRST INDL RLTY TR INC14.1K shares60.80%2026-06-302026-07-15

GLPI GAMING & LEISURE P19.4K shares43.62%2026-06-302026-07-15

Sponsored

VXF VANGUARD INDEX FDS3.5K shares0.06%2026-06-302026-07-15

IVE ISHARES TR3.8K shares-13.84%2026-06-302026-07-15

WST WEST PHARMACEUTICAL SVSC INC2.4K shares91.99%2026-06-302026-07-15

BX BLACKSTONE INC7.2K shares25.23%2026-06-302026-07-15

CUZ COUSINS PPTYS INC28.3K shares18.42%2026-06-302026-07-15

DGICA DONEGAL GROUP INC44.9K shares22.11%2026-06-302026-07-15

ST SENSATA TECHNOLOGIES HLDG PL17.7K shares10.19%2026-06-302026-07-15

ASTE ASTEC INDS INC13.8K shares10.22%2026-06-302026-07-15

Sponsored

ODFL OLD DOMINION FREIGHT LINE IN3.9K shares7.79%2026-06-302026-07-15

RF REGIONS FINANCIAL CORP NEW27.8K shares15.23%2026-06-302026-07-15

MPC MARATHON PETE CORP3.3K shares-14.94%2026-06-302026-07-15

YORKVILLE AMER INVTS TR YORKVILLE AMER INVTS TR19.8K sharesnew addition2026-06-302026-07-15

JKHY HENRY JACK & ASSOC INC6.0K shares-5.69%2026-06-302026-07-15

FN FABRINET1.5K shares12.22%2026-06-302026-07-15

VRT VERTIV HOLDINGS CO2.5K shares33.99%2026-06-302026-07-15

IBKR INTERACTIVE BROKERS GROUP IN9.3K shares-0.47%2026-06-302026-07-15

Sponsored

FTEC FIDELITY COVINGTON TRUST2.8K shares-2.42%2026-06-302026-07-15

GLD SPDR GOLD TR2.2K shares-42.28%2026-06-302026-07-15

FFIV F5 INC1.9K shares36.13%2026-06-302026-07-15

PPL CORP PPL CORP21.8K shares78.09%2026-06-302026-07-15

DBX DROPBOX INC28.8K shares1.67%2026-06-302026-07-15

NBIS NEBIUS GROUP N.V.2.9K shares-3.90%2026-06-302026-07-15

TT TRANE TECHNOLOGIES PLC1.6K shares-9.84%2026-06-302026-07-15

TNL TRAVEL PLUS LEISURE CO10.3K shares18.33%2026-06-302026-07-15

Sponsored

REG REGENCY CTRS CORP9.9K shares66.64%2026-06-302026-07-15

RSG REPUBLIC SVCS INC3.7K shares26.02%2026-06-302026-07-15

MCBS METROCITY BANKSHARES INC21.8K shares13.77%2026-06-302026-07-15

BYD BOYD GAMING CORP8.8K shares15.94%2026-06-302026-07-15

BKNG BOOKING HOLDINGS INC4.4K shares1356.48%2026-06-302026-07-15

RHI ROBERT HALF INC.25.4K shares28.90%2026-06-302026-07-15

ZBH ZIMMER BIOMET HOLDINGS INC9.1K shares63.43%2026-06-302026-07-15

BIIB BIOGEN INC3.6K shares30.90%2026-06-302026-07-15

Sponsored

DMXF ISHARES TR9.2K shares0.00%2026-06-302026-07-15

PCTY PAYLOCITY HLDG CORP7.4K shares129.20%2026-06-302026-07-15

MMC MARSH & MCLENNAN COS INC4.6K shares1.46%2026-06-302026-07-15

DATADOG INC DATADOG INC2.9K shares19.85%2026-06-302026-07-15

HLT HILTON WORLDWIDE HLDGS INC2.3K shares30.78%2026-06-302026-07-15

OTIS OTIS WORLDWIDE CORP10.6K shares53.72%2026-06-302026-07-15

TIP ISHARES TR6.9K shares17.04%2026-06-302026-07-15

ENS ENERSYS3.2K shares23.74%2026-06-302026-07-15

Sponsored

DY DYCOM INDS INC1.5K shares-9.49%2026-06-302026-07-15

VXUS VANGUARD STAR FDS8.8K shares53.77%2026-06-302026-07-15

EVRG EVERGY INC8.7K shares2.31%2026-06-302026-07-15

BHE BENCHMARK ELECTRS INC7.7K shares17.85%2026-06-302026-07-15

ROKU ROKU INC5.4K shares42.94%2026-06-302026-07-15

EXC EXELON CORP16.1K shares66.64%2026-06-302026-07-15

NTRS NORTHERN TR CORP4.3K shares11.12%2026-06-302026-07-15

ITM VANECK ETF TRUST15.9K shares0.00%2026-06-302026-07-15

Sponsored

PNW PINNACLE WEST CAP CORP7.0K shares58.58%2026-06-302026-07-15

ISHARES TR ISHARES TR7.5K shares-16.63%2026-06-302026-07-15

STM STMICROELECTRONICS N V9.9K shares-1.35%2026-06-302026-07-15

UBS UBS GROUP AG15.0K shares-0.12%2026-06-302026-07-15

NVDA

NVIDIA CORPORATION

5.26%

Shares2.1M

Event2026-06-30

Filed2026-07-15

QUAL

ISHARES TR

1.57%

Shares1.8M

Event2026-06-30

Filed2026-07-15

IQLT

ISHARES TR

15.37%

Shares7.9M

Event2026-06-30

Filed2026-07-15

MTUM

ISHARES TR

-3.00%

Shares931.6K

Event2026-06-30

Filed2026-07-15

VTIP

VANGUARD MALVERN FDS

5.22%

Shares5.1M

Event2026-06-30

Filed2026-07-15

VCSH

VANGUARD SCOTTSDALE FDS

5.07%

Shares2.9M

Event2026-06-30

Filed2026-07-15

DFUV

DIMENSIONAL ETF TRUST

5.03%

Shares3.4M

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

1.36%

Shares620.7K

Event2026-06-30

Filed2026-07-15

IEMG

ISHARES INC

2.21%

Shares2.0M

Event2026-06-30

Filed2026-07-15

EFV

ISHARES TR

6.25%

Shares2.1M

Event2026-06-30

Filed2026-07-15

VCIT

VANGUARD SCOTTSDALE FDS

4.54%

Shares1.5M

Event2026-06-30

Filed2026-07-15

DFIV

DIMENSIONAL ETF TRUST

2.82%

Shares1.8M

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

3.97%

Shares229.5K

Event2026-06-30

Filed2026-07-15

STATE STR SPDR S&P 500 ETF T

7.77%

Shares103.9K

Event2026-06-30

Filed2026-07-15

QGRW

WISDOMTREE TR

13.63%

Shares1.2M

Event2026-06-30

Filed2026-07-15

DFA INVT DIMENSIONS GROUP IN

7.27%

Shares1.2M

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON COM INC

6.20%

Shares313.9K

Event2026-06-30

Filed2026-07-15

VTV

VANGUARD INDEX FDS

-1.14%

Shares336.3K

Event2026-06-30

Filed2026-07-15

VGSH

VANGUARD SCOTTSDALE FDS

5.46%

Shares1.2M

Event2026-06-30

Filed2026-07-15

AVDV

AMERICAN CENTY ETF TR

5.29%

Shares663.9K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC

8.09%

Shares184.2K

Event2026-06-30

Filed2026-07-15

DFAT

DIMENSIONAL ETF TRUST

0.95%

Shares922.7K

Event2026-06-30

Filed2026-07-15

VEA

VANGUARD TAX-MANAGED FDS

0.07%

Shares899.6K

Event2026-06-30

Filed2026-07-15

META PLATFORMS INC

3.32%

Shares109.4K

Event2026-06-30

Filed2026-07-15

CISCO SYS INC

1.12%

Shares481.1K

Event2026-06-30

Filed2026-07-15

AVUV

AMERICAN CENTY ETF TR

7.21%

Shares444.6K

Event2026-06-30

Filed2026-07-15

VNQ

VANGUARD INDEX FDS

5.36%

Shares479.9K

Event2026-06-30

Filed2026-07-15

SCHC

SCHWAB STRATEGIC TR

11.00%

Shares951.4K

Event2026-06-30

Filed2026-07-15

BROADCOM INC

6.76%

Shares105.4K

Event2026-06-30

Filed2026-07-15

MICRON TECHNOLOGY INC

-1.47%

Shares31.9K

Event2026-06-30

Filed2026-07-15

TSLA

TESLA INC

8.82%

Shares85.7K

Event2026-06-30

Filed2026-07-15

DELL

DELL TECHNOLOGIES INC

-3.06%

Shares83.2K

Event2026-06-30

Filed2026-07-15

SCHF

SCHWAB STRATEGIC TR

9.79%

Shares1.2M

Event2026-06-30

Filed2026-07-15

SJNK

SPDR SERIES TRUST

-11.63%

Shares1.3M

Event2026-06-30

Filed2026-07-15

LRCX

LAM RESEARCH CORP

-2.19%

Shares74.0K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET INC

5.97%

Shares89.4K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

11.75%

Shares86.3K

Event2026-06-30

Filed2026-07-15

VBR

VANGUARD INDEX FDS

2.03%

Shares131.1K

Event2026-06-30

Filed2026-07-15

VSS

VANGUARD INTL EQUITY INDEX F

-0.45%

Shares205.4K

Event2026-06-30

Filed2026-07-15

DFAC

DIMENSIONAL ETF TRUST

-0.72%

Shares705.8K

Event2026-06-30

Filed2026-07-15

AMD

ADVANCED MICRO DEVICES INC

-3.54%

Shares53.6K

Event2026-06-30

Filed2026-07-15

SCHX

SCHWAB STRATEGIC TR

0.08%

Shares1.1M

Event2026-06-30

Filed2026-07-15

JPMORGAN CHASE & CO

4.32%

Shares90.6K

Event2026-06-30

Filed2026-07-15

ESGD

ISHARES TR

0.14%

Shares282.2K

Event2026-06-30

Filed2026-07-15

DUHP

DIMENSIONAL ETF TRUST

2.01%

Shares691.9K

Event2026-06-30

Filed2026-07-15

IWC

ISHARES TR

0.05%

Shares140.7K

Event2026-06-30

Filed2026-07-15

ALTRIA GROUP INC

3.49%

Shares371.8K

Event2026-06-30

Filed2026-07-15

MGC

VANGUARD WORLD FD

9.06%

Shares97.5K

Event2026-06-30

Filed2026-07-15

DFAS

DIMENSIONAL ETF TRUST

0.02%

Shares317.4K

Event2026-06-30

Filed2026-07-15

VFMO

VANGUARD WELLINGTON FD

-4.75%

Shares104.0K

Event2026-06-30

Filed2026-07-15

BANK OF NY MELLON CORP

3.04%

Shares179.3K

Event2026-06-30

Filed2026-07-15

WDC

WESTERN DIGITAL CORP

-9.58%

Shares40.6K

Event2026-06-30

Filed2026-07-15

MGK

VANGUARD WORLD FD

445.28%

Shares284.7K

Event2026-06-30

Filed2026-07-15

GLW

CORNING INC

-8.50%

Shares95.2K

Event2026-06-30

Filed2026-07-15

CMI

CUMMINS INC

-2.30%

Shares33.3K

Event2026-06-30

Filed2026-07-15

EFG

ISHARES TR

10.34%

Shares189.9K

Event2026-06-30

Filed2026-07-15

FPE

FIRST TR EXCH TRADED FD III

4.32%

Shares1.3M

Event2026-06-30

Filed2026-07-15

QQQ

INVESCO QQQ TR

10.88%

Shares31.2K

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON

0.87%

Shares90.0K

Event2026-06-30

Filed2026-07-15

VNQI

VANGUARD INTL EQUITY INDEX F

10.32%

Shares500.0K

Event2026-06-30

Filed2026-07-15

COSTCO WHOLESALE CORPORATION

9.89%

Shares23.6K

Event2026-06-30

Filed2026-07-15

IJR

ISHARES TR

9.46%

Shares144.1K

Event2026-06-30

Filed2026-07-15

MGV

VANGUARD WORLD FD

6.42%

Shares129.2K

Event2026-06-30

Filed2026-07-15

BRK.B

BERKSHIRE HATHAWAY INC DEL

11.16%

Shares41.9K

Event2026-06-30

Filed2026-07-15

FEM

FIRST TR EXCH TRD ALPHDX FD

3.11%

Shares636.4K

Event2026-06-30

Filed2026-07-15

LLY

ELI LILLY & CO

3.97%

Shares17.0K

Event2026-06-30

Filed2026-07-15

NULV

NUSHARES ETF TR

0.35%

Shares402.9K

Event2026-06-30

Filed2026-07-15

WMT

WALMART INC

0.56%

Shares177.2K

Event2026-06-30

Filed2026-07-15

APPLIED MATLS INC

2.87%

Shares27.6K

Event2026-06-30

Filed2026-07-15

VOO

VANGUARD INDEX FDS

7.62%

Shares28.9K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

-0.10%

Shares55.2K

Event2026-06-30

Filed2026-07-15

QUANTA SVCS INC

-1.85%

Shares25.1K

Event2026-06-30

Filed2026-07-15

STIP

ISHARES TR

-0.65%

Shares169.2K

Event2026-06-30

Filed2026-07-15

VWO

VANGUARD INTL EQUITY INDEX F

-1.51%

Shares288.1K

Event2026-06-30

Filed2026-07-15

CAT

CATERPILLAR INC

-1.33%

Shares16.0K

Event2026-06-30

Filed2026-07-15

IBM

INTERNATIONAL BUSINESS MACHS

5.44%

Shares60.2K

Event2026-06-30

Filed2026-07-15

PHILIP MORRIS INTL INC

2.48%

Shares93.2K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

0.07%

Shares53.4K

Event2026-06-30

Filed2026-07-15

SCHE

SCHWAB STRATEGIC TR

-2.21%

Shares440.4K

Event2026-06-30

Filed2026-07-15

ISHARES TR

-6.87%

Shares20.8K

Event2026-06-30

Filed2026-07-15

VOE

VANGUARD INDEX FDS

7.68%

Shares76.2K

Event2026-06-30

Filed2026-07-15

SCHA

SCHWAB STRATEGIC TR

-3.46%

Shares414.3K

Event2026-06-30

Filed2026-07-15

INTC

INTEL CORP

-5.86%

Shares105.5K

Event2026-06-30

Filed2026-07-15

ESML

ISHARES TR

-0.86%

Shares260.3K

Event2026-06-30

Filed2026-07-15

ADP

AUTOMATIC DATA PROCESSING IN

26.25%

Shares64.3K

Event2026-06-30

Filed2026-07-15

ESGE

ISHARES INC

-3.17%

Shares262.7K

Event2026-06-30

Filed2026-07-15

EWX

SPDR INDEX SHS FDS

2.71%

Shares182.8K

Event2026-06-30

Filed2026-07-15

VISA INC

10.98%

Shares39.5K

Event2026-06-30

Filed2026-07-15

EXXON MOBIL CORP

0.65%

Shares97.6K

Event2026-06-30

Filed2026-07-15

ADI

ANALOG DEVICES INC

-2.42%

Shares33.2K

Event2026-06-30

Filed2026-07-15

VOT

VANGUARD INDEX FDS

10.64%

Shares42.9K

Event2026-06-30

Filed2026-07-15

VYM

VANGUARD WHITEHALL FDS

13.07%

Shares83.0K

Event2026-06-30

Filed2026-07-15

SCHV

SCHWAB STRATEGIC TR

0.06%

Shares373.9K

Event2026-06-30

Filed2026-07-15

HPE

HEWLETT PACKARD ENTERPRISE C

1.80%

Shares288.2K

Event2026-06-30

Filed2026-07-15

EBI

RBB FUND TRUST

0.00%

Shares187.7K

Event2026-06-30

Filed2026-07-15

TXN

TEXAS INSTRS INC

-3.83%

Shares39.4K

Event2026-06-30

Filed2026-07-15

NUSHARES ETF TR

-0.13%

Shares266.9K

Event2026-06-30

Filed2026-07-15

SCHW

SCHWAB CHARLES CORP

8.06%

Shares125.7K

Event2026-06-30

Filed2026-07-15

UAL

UNITED AIRLS HLDGS INC

7.23%

Shares82.8K

Event2026-06-30

Filed2026-07-15

ESGU

ISHARES TR

0.09%

Shares67.3K

Event2026-06-30

Filed2026-07-15

BELPOINTE PREP LLC

-2.28%

Shares241.0K

Event2026-06-30

Filed2026-07-15

AT&T INC

1.13%

Shares522.4K

Event2026-06-30

Filed2026-07-15

GILD

GILEAD SCIENCES INC

-2.08%

Shares84.2K

Event2026-06-30

Filed2026-07-15

TJX

TJX COS INC NEW

6.73%

Shares68.8K

Event2026-06-30

Filed2026-07-15

CVX

CHEVRON CORPORATION

0.83%

Shares62.7K

Event2026-06-30

Filed2026-07-15

DWX

SPDR INDEX SHS FDS

0.53%

Shares221.5K

Event2026-06-30

Filed2026-07-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.45%

Shares21.2K

Event2026-06-30

Filed2026-07-15

FNDF

SCHWAB STRATEGIC TR

2.28%

Shares186.9K

Event2026-06-30

Filed2026-07-15

ABBVIE INC

2.85%

Shares39.1K

Event2026-06-30

Filed2026-07-15

ETN

EATON CORP PLC

2.75%

Shares23.0K

Event2026-06-30

Filed2026-07-15

PROCTER & GAMBLE CO

2.72%

Shares66.6K

Event2026-06-30

Filed2026-07-15

AZO

AUTOZONE INC

7.09%

Shares3.0K

Event2026-06-30

Filed2026-07-15

PAYX

PAYCHEX INC

39.74%

Shares97.6K

Event2026-06-30

Filed2026-07-15

RTX CORPORATION

7.29%

Shares49.6K

Event2026-06-30

Filed2026-07-15

NETFLIX INC.

6.87%

Shares131.7K

Event2026-06-30

Filed2026-07-15

VUG

VANGUARD INDEX FDS

491.38%

Shares108.2K

Event2026-06-30

Filed2026-07-15

FTSL

FIRST TR EXCHANGE-TRADED FD

5.63%

Shares206.6K

Event2026-06-30

Filed2026-07-15

ANET

ARISTA NETWORKS INC

29.51%

Shares53.9K

Event2026-06-30

Filed2026-07-15

HOME DEPOT INC

0.07%

Shares23.7K

Event2026-06-30

Filed2026-07-15

SHM

SPDR SERIES TRUST

-0.92%

Shares166.9K

Event2026-06-30

Filed2026-07-15

ORACLE CORP

-1.92%

Shares52.6K

Event2026-06-30

Filed2026-07-15

MCK

MCKESSON CORP

2.16%

Shares10.2K

Event2026-06-30

Filed2026-07-15

ORLY

OREILLY AUTOMOTIVE INC

14.69%

Shares80.1K

Event2026-06-30

Filed2026-07-15

NEM

NEWMONT CORP

-1.77%

Shares77.5K

Event2026-06-30

Filed2026-07-15

MPWR

MONOLITHIC PWR SYS INC

-2.39%

Shares5.1K

Event2026-06-30

Filed2026-07-15

VSGX

VANGUARD WORLD FD

-1.72%

Shares82.2K

Event2026-06-30

Filed2026-07-15

QCOM

QUALCOMM INC

7.52%

Shares36.5K

Event2026-06-30

Filed2026-07-15

SPSB

SPDR SERIES TRUST

18.38%

Shares223.7K

Event2026-06-30

Filed2026-07-15

SPIB

SPDR SERIES TRUST

-1.64%

Shares199.3K

Event2026-06-30

Filed2026-07-15

DEM

WISDOMTREE TR

-1.66%

Shares123.1K

Event2026-06-30

Filed2026-07-15

BAC

BANK OF AMER CORP

3.23%

Shares114.8K

Event2026-06-30

Filed2026-07-15

SCHB

SCHWAB STRATEGIC TR

2.09%

Shares223.5K

Event2026-06-30

Filed2026-07-15

EME

EMCOR GROUP INC

-1.28%

Shares7.6K

Event2026-06-30

Filed2026-07-15

MRK

MERCK & CO INC

7.99%

Shares48.8K

Event2026-06-30

Filed2026-07-15

BKR

BAKER HUGHES COMPANY

-1.38%

Shares112.2K

Event2026-06-30

Filed2026-07-15

GE AEROSPACE

-18.86%

Shares16.5K

Event2026-06-30

Filed2026-07-15

HYMB

SPDR SERIES TRUST

-25.11%

Shares236.6K

Event2026-06-30

Filed2026-07-15

VBK

VANGUARD INDEX FDS

9.35%

Shares16.1K

Event2026-06-30

Filed2026-07-15

IJS

ISHARES TR

1.16%

Shares43.0K

Event2026-06-30

Filed2026-07-15

TMUS

T-MOBILE US INC

1.68%

Shares34.6K

Event2026-06-30

Filed2026-07-15

GEV

GE VERNOVA INC

-11.02%

Shares4.9K

Event2026-06-30

Filed2026-07-15

MUB

ISHARES TR

-1.58%

Shares52.6K

Event2026-06-30

Filed2026-07-15

GRMN

GARMIN LTD

0.98%

Shares23.8K

Event2026-06-30

Filed2026-07-15

SUB

ISHARES TR

0.08%

Shares52.6K

Event2026-06-30

Filed2026-07-15

MCD

MCDONALDS CORP

4.67%

Shares20.6K

Event2026-06-30

Filed2026-07-15

COCA COLA CO

14.41%

Shares67.3K

Event2026-06-30

Filed2026-07-15

KLAC

KLA CORP

971.74%

Shares17.9K

Event2026-06-30

Filed2026-07-15

LPLA

LPL FINL HLDGS INC

11.11%

Shares19.0K

Event2026-06-30

Filed2026-07-15

MASTERCARD INCORPORATED

7.99%

Shares10.4K

Event2026-06-30

Filed2026-07-15

SBUX

STARBUCKS CORP

4.44%

Shares52.1K

Event2026-06-30

Filed2026-07-15

SANM

SANMINA CORP

10.47%

Shares20.8K

Event2026-06-30

Filed2026-07-15

BLK

BLACKROCK INC

0.68%

Shares5.5K

Event2026-06-30

Filed2026-07-15

AXP

AMERICAN EXPRESS CO

10.72%

Shares15.5K

Event2026-06-30

Filed2026-07-15

CAH

CARDINAL HEALTH INC

-1.79%

Shares22.0K

Event2026-06-30

Filed2026-07-15

DES

WISDOMTREE TR

-2.97%

Shares128.2K

Event2026-06-30

Filed2026-07-15

COLB

COLUMBIA BKG SYS INC

New

Shares157.7K

Event2026-06-30

Filed2026-07-15

ETR

ENTERGY CORP NEW

-0.07%

Shares43.7K

Event2026-06-30

Filed2026-07-15

STT

STATE STR CORP

6.71%

Shares29.4K

Event2026-06-30

Filed2026-07-15

FNDE

SCHWAB STRATEGIC TR

-0.94%

Shares125.4K

Event2026-06-30

Filed2026-07-15

BMY

BRISTOL-MYERS SQUIBB CO

3.96%

Shares86.2K

Event2026-06-30

Filed2026-07-15

EMXC

ISHARES INC

-2.87%

Shares48.3K

Event2026-06-30

Filed2026-07-15

IWB

ISHARES TR

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-15

PANW

PALO ALTO NETWORKS INC

1.11%

Shares14.2K

Event2026-06-30

Filed2026-07-15

DFUS

DIMENSIONAL ETF TRUST

0.11%

Shares58.4K

Event2026-06-30

Filed2026-07-15

PARKER-HANNIFIN CORP

1.22%

Shares4.9K

Event2026-06-30

Filed2026-07-15

AMGN

AMGEN INC

10.64%

Shares13.1K

Event2026-06-30

Filed2026-07-15

DLS

WISDOMTREE TR

0.37%

Shares56.5K

Event2026-06-30

Filed2026-07-15

HIG

HARTFORD INSURANCE GROUP INC

6.37%

Shares35.7K

Event2026-06-30

Filed2026-07-15

GOLDMAN SACHS GROUP INC

4.77%

Shares4.6K

Event2026-06-30

Filed2026-07-15

KROGER CO

5.19%

Shares83.2K

Event2026-06-30

Filed2026-07-15

ARCH CAP GROUP LTD

-0.40%

Shares46.7K

Event2026-06-30

Filed2026-07-15

DAL

DELTA AIR LINES INC

12.22%

Shares48.0K

Event2026-06-30

Filed2026-07-15

VGT

VANGUARD WORLD FD

754.60%

Shares37.6K

Event2026-06-30

Filed2026-07-15

DEERE & CO

-2.08%

Shares7.1K

Event2026-06-30

Filed2026-07-15

SCHD

SCHWAB STRATEGIC TR

21.34%

Shares137.4K

Event2026-06-30

Filed2026-07-15

WEC

WEC ENERGY GROUP INC

-0.04%

Shares36.7K

Event2026-06-30

Filed2026-07-15

WRB

BERKLEY W R CORP

49.88%

Shares59.7K

Event2026-06-30

Filed2026-07-15

ACMR

ACM RESH INC

41.52%

Shares33.2K

Event2026-06-30

Filed2026-07-15

XLK

SELECT SECTOR SPDR TR

9.22%

Shares22.1K

Event2026-06-30

Filed2026-07-15

NTCT

NETSCOUT SYS INC

1.06%

Shares94.6K

Event2026-06-30

Filed2026-07-15

SCHG

SCHWAB STRATEGIC TR

12.61%

Shares121.7K

Event2026-06-30

Filed2026-07-15

BOEING CO

-1.32%

Shares18.9K

Event2026-06-30

Filed2026-07-15

VANGUARD INTL EQUITY INDEX F

-25.22%

Shares26.0K

Event2026-06-30

Filed2026-07-15

IWD

ISHARES TR

-2.62%

Shares16.3K

Event2026-06-30

Filed2026-07-15

VIG

VANGUARD SPECIALIZED FUNDS

23.70%

Shares16.3K

Event2026-06-30

Filed2026-07-15

AIG

AMERICAN INTL GROUP INC

19.03%

Shares50.4K

Event2026-06-30

Filed2026-07-15

SCHH

SCHWAB STRATEGIC TR

-2.87%

Shares157.5K

Event2026-06-30

Filed2026-07-15

DUK

DUKE ENERGY CORP NEW

8.04%

Shares29.1K

Event2026-06-30

Filed2026-07-15

BSV

VANGUARD BD INDEX FDS

4.02%

Shares47.3K

Event2026-06-30

Filed2026-07-15

KEYS

KEYSIGHT TECHNOLOGIES INC

7.09%

Shares10.5K

Event2026-06-30

Filed2026-07-15

CPNG

COUPANG INC

-0.11%

Shares208.6K

Event2026-06-30

Filed2026-07-15

BSCV

INVESCO EXCH TRD SLF IDX FD

5.87%

Shares220.5K

Event2026-06-30

Filed2026-07-15

DHR

DANAHER CORP DEL

1.00%

Shares18.4K

Event2026-06-30

Filed2026-07-15

MORGAN STANLEY

-2.94%

Shares16.7K

Event2026-06-30

Filed2026-07-15

BSCT

INVESCO EXCH TRD SLF IDX FD

1.63%

Shares186.6K

Event2026-06-30

Filed2026-07-15

BSCR

INVESCO EXCH TRD SLF IDX FD

-0.25%

Shares175.4K

Event2026-06-30

Filed2026-07-15

BSCS

INVESCO EXCH TRD SLF IDX FD

0.42%

Shares168.5K

Event2026-06-30

Filed2026-07-15

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.12%

Shares175.4K

Event2026-06-30

Filed2026-07-15

FNDX

SCHWAB STRATEGIC TR

0.86%

Shares110.0K

Event2026-06-30

Filed2026-07-15

VERIZON COMMUNICATIONS INC

17.93%

Shares80.6K

Event2026-06-30

Filed2026-07-15

IWN

ISHARES TR

-2.68%

Shares15.4K

Event2026-06-30

Filed2026-07-15

SCCO

SOUTHERN COPPER CORP

-0.81%

Shares19.5K

Event2026-06-30

Filed2026-07-15

BSCU

INVESCO EXCH TRD SLF IDX FD

1.81%

Shares203.9K

Event2026-06-30

Filed2026-07-15

CITIGROUP INC

14.79%

Shares24.1K

Event2026-06-30

Filed2026-07-15

CRH

CRH PLC

6.85%

Shares31.4K

Event2026-06-30

Filed2026-07-15

NTB

BANK OF N T BUTTERFIELD & SO

10.98%

Shares56.2K

Event2026-06-30

Filed2026-07-15

NVR

NVR INC

-7.39%

Shares489

Event2026-06-30

Filed2026-07-15

IVW

ISHARES TR

0.00%

Shares24.2K

Event2026-06-30

Filed2026-07-15

FIRST TR EXCHANGE-TRADED FD

-1.21%

Shares35.4K

Event2026-06-30

Filed2026-07-15

ASML

ASML HLDG NV

25.71%

Shares1.6K

Event2026-06-30

Filed2026-07-15

PALANTIR TECHNOLOGIES INC

-14.93%

Shares27.8K

Event2026-06-30

Filed2026-07-15

ISHARES TR

-12.94%

Shares33.3K

Event2026-06-30

Filed2026-07-15

BSCW

INVESCO EXCH TRD SLF IDX FD

1.85%

Shares154.6K

Event2026-06-30

Filed2026-07-15

SCHZ

SCHWAB STRATEGIC TR

-2.55%

Shares136.6K

Event2026-06-30

Filed2026-07-15

HYD

VANECK ETF TRUST

-19.60%

Shares61.3K

Event2026-06-30

Filed2026-07-15

SNA

SNAP ON INC

33.15%

Shares7.6K

Event2026-06-30

Filed2026-07-15

GENERAL DYNAMICS CORP

9.52%

Shares8.6K

Event2026-06-30

Filed2026-07-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-06-30

Filed2026-07-15

PEP

PEPSICO INC

14.94%

Shares21.9K

Event2026-06-30

Filed2026-07-15

WFC

WELLS FARGO & CO

4.37%

Shares35.3K

Event2026-06-30

Filed2026-07-15

UNP

UNION PAC CORP

14.81%

Shares10.7K

Event2026-06-30

Filed2026-07-15

CME

CME GROUP INC

4.52%

Shares12.8K

Event2026-06-30

Filed2026-07-15

FISERV INC

11.55%

Shares57.7K

Event2026-06-30

Filed2026-07-15

IWM

ISHARES TR

-2.92%

Shares9.4K

Event2026-06-30

Filed2026-07-15

KAT

ADVISORS SER TR

-31.04%

Shares52.0K

Event2026-06-30

Filed2026-07-15

ABT

ABBOTT LABORATORIES

-4.49%

Shares30.8K

Event2026-06-30

Filed2026-07-15

SPYV

SPDR SERIES TRUST

-13.95%

Shares45.8K

Event2026-06-30

Filed2026-07-15

NEXTERA ENERGY INC

6.07%

Shares31.6K

Event2026-06-30

Filed2026-07-15

LOAR

LOAR HOLDINGS INC

0.00%

Shares33.7K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

269.37%

Shares33.6K

Event2026-06-30

Filed2026-07-15

WMB

WILLIAMS COS INC

-11.15%

Shares36.3K

Event2026-06-30

Filed2026-07-15

EDWARDS LIFESCIENCES CORP

28.00%

Shares29.6K

Event2026-06-30

Filed2026-07-15

IAU

ISHARES GOLD TR

2.52%

Shares35.3K

Event2026-06-30

Filed2026-07-15

JBL

JABIL INC

11.37%

Shares6.9K

Event2026-06-30

Filed2026-07-15

USB

US BANCORP

13.72%

Shares42.3K

Event2026-06-30

Filed2026-07-15

CMF

ISHARES TR

25.47%

Shares44.2K

Event2026-06-30

Filed2026-07-15

WRLD

WORLD ACCEP CORPORATION

23.74%

Shares11.3K

Event2026-06-30

Filed2026-07-15

CANADIAN PACIFIC KANSAS CITY

-5.16%

Shares29.2K

Event2026-06-30

Filed2026-07-15

DIA

STATE STR SPDR DOW JONES IND

-0.06%

Shares4.8K

Event2026-06-30

Filed2026-07-15

NDAQ

NASDAQ INC

6.93%

Shares30.7K

Event2026-06-30

Filed2026-07-15

RELY

REMITLY GLOBAL INC

-16.79%

Shares107.9K

Event2026-06-30

Filed2026-07-15

IDV

ISHARES TR

-4.41%

Shares58.0K

Event2026-06-30

Filed2026-07-15

EFA

ISHARES TR

-5.69%

Shares23.0K

Event2026-06-30

Filed2026-07-15

AXS

AXIS CAP HLDGS LTD

14.32%

Shares22.0K

Event2026-06-30

Filed2026-07-15

FLEX

FLEX LTD

-7.77%

Shares14.5K

Event2026-06-30

Filed2026-07-15

CPRX

CATALYST PHARMACEUTICALS INC

10.30%

Shares73.0K

Event2026-06-30

Filed2026-07-15

SUSB

ISHARES TR

4.49%

Shares90.9K

Event2026-06-30

Filed2026-07-15

LAUR

LAUREATE ED INC

11.82%

Shares61.0K

Event2026-06-30

Filed2026-07-15

COLGATE PALMOLIVE CO

21.91%

Shares24.1K

Event2026-06-30

Filed2026-07-15

LIN

LINDE PLC

9.47%

Shares4.2K

Event2026-06-30

Filed2026-07-15

UBER

UBER TECHNOLOGIES INC

-2.98%

Shares30.2K

Event2026-06-30

Filed2026-07-15

AGILENT TECHNOLOGIES INC

23.79%

Shares16.4K

Event2026-06-30

Filed2026-07-15

ANGLOGOLD ASHANTI PLC

-3.32%

Shares26.7K

Event2026-06-30

Filed2026-07-15

ACWI

ISHARES TR

0.78%

Shares13.7K

Event2026-06-30

Filed2026-07-15

INBX

INHIBRX BIOSCIENCES INC

0.00%

Shares22.6K

Event2026-06-30

Filed2026-07-15

VEU

VANGUARD INTL EQUITY INDEX F

-2.07%

Shares25.4K

Event2026-06-30

Filed2026-07-15

BLOOM ENERGY CORP

4.65%

Shares7.0K

Event2026-06-30

Filed2026-07-15

SMCI

SUPER MICRO COMPUTER INC

28.01%

Shares72.4K

Event2026-06-30

Filed2026-07-15

EOG

EOG RES INC

2.67%

Shares16.3K

Event2026-06-30

Filed2026-07-15

PHM

PULTE GROUP INC

-5.72%

Shares15.4K

Event2026-06-30

Filed2026-07-15

FAST

FASTENAL CO

17.64%

Shares43.9K

Event2026-06-30

Filed2026-07-15

COF

CAPITAL ONE FINL CORP

6.80%

Shares10.4K

Event2026-06-30

Filed2026-07-15

TMO

THERMO FISHER SCIENTIFIC INC

5.99%

Shares4.2K

Event2026-06-30

Filed2026-07-15

DIS

DISNEY WALT CO

2.05%

Shares21.6K

Event2026-06-30

Filed2026-07-15

WELL

WELLTOWER INC

10.39%

Shares9.1K

Event2026-06-30

Filed2026-07-15

CRDO

CREDO TECHNOLOGY GROUP HOLDI

32.03%

Shares7.6K

Event2026-06-30

Filed2026-07-15

CCL

CARNIVAL CORP LTD

New

Shares71.4K

Event2026-06-30

Filed2026-07-15

LOW

LOWES COS INC

-9.31%

Shares9.2K

Event2026-06-30

Filed2026-07-15

LNG

CHENIERE ENERGY INC

-0.75%

Shares8.4K

Event2026-06-30

Filed2026-07-15

SEAGATE TECHNOLOGY HLDNGS PL

73.57%

Shares2.1K

Event2026-06-30

Filed2026-07-15

SOXX

ISHARES TR

-0.16%

Shares3.1K

Event2026-06-30

Filed2026-07-15

DGS

WISDOMTREE TR

-2.19%

Shares30.7K

Event2026-06-30

Filed2026-07-15

ROK

ROCKWELL AUTOMATION INC

23.50%

Shares3.9K

Event2026-06-30

Filed2026-07-15

AEP

AMERICAN ELEC PWR CO INC

3.34%

Shares14.2K

Event2026-06-30

Filed2026-07-15

PBP

INVESCO EXCHANGE TRADED FD T

-4.18%

Shares84.5K

Event2026-06-30

Filed2026-07-15

TRAVELERS COMPANIES INC

-5.43%

Shares5.8K

Event2026-06-30

Filed2026-07-15

IJH

ISHARES TR

-11.08%

Shares24.9K

Event2026-06-30

Filed2026-07-15

COP

CONOCOPHILLIPS

2.89%

Shares18.4K

Event2026-06-30

Filed2026-07-15

UMMA

LISTED FDS TR

0.00%

Shares48.3K

Event2026-06-30

Filed2026-07-15

ASE TECHNOLOGY HLDG CO LTD

-17.34%

Shares42.1K

Event2026-06-30

Filed2026-07-15

UNITEDHEALTH GROUP INC

-9.25%

Shares4.5K

Event2026-06-30

Filed2026-07-15

TWLO

TWILIO INC

-7.64%

Shares9.1K

Event2026-06-30

Filed2026-07-15

CROWDSTRIKE HLDGS INC

-4.13%

Shares2.4K

Event2026-06-30

Filed2026-07-15

ORKA

ORUKA THERAPEUTICS INC

5.94%

Shares19.3K

Event2026-06-30

Filed2026-07-15

CONSOLIDATED EDISON INC

34.89%

Shares16.6K

Event2026-06-30

Filed2026-07-15

PNC

PNC FINL SVCS GROUP INC

11.28%

Shares7.4K

Event2026-06-30

Filed2026-07-15

LMT

LOCKHEED MARTIN CORP

-10.18%

Shares3.5K

Event2026-06-30

Filed2026-07-15

JAZZ PHARMACEUTICALS PLC

31.76%

Shares7.5K

Event2026-06-30

Filed2026-07-15

FITB

FIFTH THIRD BANCORP

14.90%

Shares31.9K

Event2026-06-30

Filed2026-07-15

NUDM

NUSHARES ETF TR

0.00%

Shares44.9K

Event2026-06-30

Filed2026-07-15

NXT

NEXTPOWER INC

10.59%

Shares15.1K

Event2026-06-30

Filed2026-07-15

ORI

OLD REP INTL CORP

5.71%

Shares43.0K

Event2026-06-30

Filed2026-07-15

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-15

AFL

AFLAC INC

-3.19%

Shares14.9K

Event2026-06-30

Filed2026-07-15

AVA

AVISTA CORP

17.59%

Shares42.5K

Event2026-06-30

Filed2026-07-15

SCZ

ISHARES TR

6.59%

Shares20.9K

Event2026-06-30

Filed2026-07-15

ARM

ARM HOLDINGS PLC

-14.14%

Shares4.8K

Event2026-06-30

Filed2026-07-15

JMOM

J P MORGAN EXCHANGE TRADED F

12.38%

Shares19.9K

Event2026-06-30

Filed2026-07-15

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares18.8K

Event2026-06-30

Filed2026-07-15

ALKS

ALKERMES PLC

7.59%

Shares32.1K

Event2026-06-30

Filed2026-07-15

PLD

PROLOGIS INC.

26.04%

Shares12.4K

Event2026-06-30

Filed2026-07-15

PGR

PROGRESSIVE CORP

28.85%

Shares7.6K

Event2026-06-30

Filed2026-07-15

IWF

ISHARES TR

287.81%

Shares13.2K

Event2026-06-30

Filed2026-07-15

RALPH LAUREN CORP

27.66%

Shares4.1K

Event2026-06-30

Filed2026-07-15

GTX

GARRETT MOTION INC

16.40%

Shares45.3K

Event2026-06-30

Filed2026-07-15

SHW

SHERWIN WILLIAMS CO

-0.71%

Shares4.7K

Event2026-06-30

Filed2026-07-15

SPSM

SPDR SERIES TRUST

0.00%

Shares27.9K

Event2026-06-30

Filed2026-07-15

APH

AMPHENOL CORP

-1.58%

Shares9.1K

Event2026-06-30

Filed2026-07-15

VYMI

VANGUARD WHITEHALL FDS

-0.37%

Shares16.3K

Event2026-06-30

Filed2026-07-15

HWM

HOWMET AEROSPACE INC

25.33%

Shares5.9K

Event2026-06-30

Filed2026-07-15

FNDA

SCHWAB STRATEGIC TR

32.51%

Shares41.8K

Event2026-06-30

Filed2026-07-15

HAMILTON INSURANCE GROUP LTD

15.57%

Shares46.6K

Event2026-06-30

Filed2026-07-15

SEIC

SEI INVTS CO

8.54%

Shares18.0K

Event2026-06-30

Filed2026-07-15

SCHK

SCHWAB STRATEGIC TR

0.49%

Shares43.5K

Event2026-06-30

Filed2026-07-15

ITW

ILLINOIS TOOL WKS INC

16.80%

Shares5.8K

Event2026-06-30

Filed2026-07-15

NOC

NORTHROP GRUMMAN CORP

25.61%

Shares3.1K

Event2026-06-30

Filed2026-07-15

WWD

WOODWARD INC

68.06%

Shares3.6K

Event2026-06-30

Filed2026-07-15

RMBS

RAMBUS INC DEL

23.11%

Shares11.5K

Event2026-06-30

Filed2026-07-15

SYF

SYNCHRONY FINANCIAL

27.19%

Shares19.9K

Event2026-06-30

Filed2026-07-15

UNM

UNUM GROUP

15.00%

Shares16.8K

Event2026-06-30

Filed2026-07-15

MSI

MOTOROLA SOLUTIONS INC

-1.06%

Shares3.6K

Event2026-06-30

Filed2026-07-15

ACLS

AXCELIS TECHNOLOGIES INC

1.74%

Shares7.8K

Event2026-06-30

Filed2026-07-15

PCAR

PACCAR INC

-0.05%

Shares12.3K

Event2026-06-30

Filed2026-07-15

S&P GLOBAL INC

-1.79%

Shares3.6K

Event2026-06-30

Filed2026-07-15

NVS

NOVARTIS AG

-1.60%

Shares9.4K

Event2026-06-30

Filed2026-07-15

MNST

MONSTER BEVERAGE CORP NEW

15.14%

Shares15.1K

Event2026-06-30

Filed2026-07-15

SGOV

ISHARES TR

0.44%

Shares14.4K

Event2026-06-30

Filed2026-07-15

ELV

ELEVANCE HEALTH INC FORMERLY

48.31%

Shares3.7K

Event2026-06-30

Filed2026-07-15

UVE

UNIVERSAL INS HLDGS INC

8.28%

Shares34.3K

Event2026-06-30

Filed2026-07-15

ALL

ALLSTATE CORP

0.63%

Shares5.9K

Event2026-06-30

Filed2026-07-15

MTB

M & T BK CORP

37.62%

Shares5.9K

Event2026-06-30

Filed2026-07-15

WSM

WILLIAMS SONOMA INC

11.03%

Shares5.9K

Event2026-06-30

Filed2026-07-15

CHAT

TIDAL TRUST II

New

Shares14.0K

Event2026-06-30

Filed2026-07-15

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-15

SNDK

SANDISK CORP

New

Shares603

Event2026-06-30

Filed2026-07-15

FOXA

FOX CORP

4.96%

Shares26.2K

Event2026-06-30

Filed2026-07-15

JBHT

HUNT J B TRANS SVCS INC

39.25%

Shares4.7K

Event2026-06-30

Filed2026-07-15

EBAY

EBAY INC.

24.21%

Shares12.0K

Event2026-06-30

Filed2026-07-15

IUSG

ISHARES TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-15

EEMS

ISHARES INC

-0.75%

Shares17.6K

Event2026-06-30

Filed2026-07-15

TER

TERADYNE INC

6.34%

Shares2.8K

Event2026-06-30

Filed2026-07-15

IEI

ISHARES TR

3.02%

Shares11.3K

Event2026-06-30

Filed2026-07-15

DHS

WISDOMTREE TR

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-15

SHOP

SHOPIFY INC

38.86%

Shares11.4K

Event2026-06-30

Filed2026-07-15

BKE

BUCKLE INC

16.59%

Shares30.8K

Event2026-06-30

Filed2026-07-15

WASTE MGMT INC DEL

7.01%

Shares5.8K

Event2026-06-30

Filed2026-07-15

PTCT

PTC THERAPEUTICS INC

14.91%

Shares15.9K

Event2026-06-30

Filed2026-07-15

IGPT

INVESCO EXCHANGE TRADED FD T

New

Shares12.4K

Event2026-06-30

Filed2026-07-15

AME

AMETEK INC

38.36%

Shares5.3K

Event2026-06-30

Filed2026-07-15

AEE

AMEREN CORP

18.94%

Shares10.9K

Event2026-06-30

Filed2026-07-15

10X GENOMICS INC

-8.51%

Shares32.2K

Event2026-06-30

Filed2026-07-15

TDY

TELEDYNE TECHNOLOGIES INC

1.09%

Shares1.8K

Event2026-06-30

Filed2026-07-15

ITOT

ISHARES TR

68.17%

Shares7.5K

Event2026-06-30

Filed2026-07-15

INSW

INTERNATIONAL SEAWAYS INC

-1.60%

Shares16.0K

Event2026-06-30

Filed2026-07-15

SOFI

SOFI TECHNOLOGIES INC

510.72%

Shares67.8K

Event2026-06-30

Filed2026-07-15

VLO

VALERO ENERGY CORP

78.81%

Shares4.7K

Event2026-06-30

Filed2026-07-15

EXPE

EXPEDIA GROUP INC

11.06%

Shares4.7K

Event2026-06-30

Filed2026-07-15

MTCH

MATCH GROUP INC NEW

41.53%

Shares31.7K

Event2026-06-30

Filed2026-07-15

PRDO

PERDOCEO ED CORP

6.69%

Shares37.5K

Event2026-06-30

Filed2026-07-15

CIEN

CIENA CORP

-7.77%

Shares2.4K

Event2026-06-30

Filed2026-07-15

EMB

ISHARES TR

10.83%

Shares12.4K

Event2026-06-30

Filed2026-07-15

CURTISS WRIGHT CORP

43.07%

Shares1.6K

Event2026-06-30

Filed2026-07-15

CRUS

CIRRUS LOGIC INC

22.59%

Shares8.0K

Event2026-06-30

Filed2026-07-15

DUPONT DE NEMOURS INC

New

Shares8.7K

Event2026-06-30

Filed2026-07-15

ECL

ECOLAB INC

-11.48%

Shares4.2K

Event2026-06-30

Filed2026-07-15

IGM

ISHARES TR

-1.09%

Shares7.1K

Event2026-06-30

Filed2026-07-15

CHUBB LIMITED

50.69%

Shares3.4K

Event2026-06-30

Filed2026-07-15

BHP

BHP BILLITON LIMITED

-5.30%

Shares13.7K

Event2026-06-30

Filed2026-07-15

BOX INC

1.41%

Shares42.7K

Event2026-06-30

Filed2026-07-15

NNN

NNN REIT INC

28.90%

Shares24.3K

Event2026-06-30

Filed2026-07-15

POWL

POWELL INDS INC

235.34%

Shares3.9K

Event2026-06-30

Filed2026-07-15

SSRM

SSR MINING IN

2.64%

Shares39.9K

Event2026-06-30

Filed2026-07-15

HIW

HIGHWOODS PPTYS INC

53.33%

Shares37.3K

Event2026-06-30

Filed2026-07-15

FBP

FIRST BANCORP CORPORATION

14.12%

Shares43.1K

Event2026-06-30

Filed2026-07-15

EGP

EASTGROUP PPTYS INC

41.21%

Shares5.5K

Event2026-06-30

Filed2026-07-15

THE CIGNA GROUP

37.79%

Shares4.1K

Event2026-06-30

Filed2026-07-15

CMCSA

COMCAST CORP NEW

-17.45%

Shares45.6K

Event2026-06-30

Filed2026-07-15

OHI

OMEGA HEALTHCARE INVS INC

23.72%

Shares23.4K

Event2026-06-30

Filed2026-07-15

HPQ

HP INC

-6.33%

Shares50.8K

Event2026-06-30

Filed2026-07-15

HONEYWELL INTL INC

New

Shares5.0K

Event2026-06-30

Filed2026-07-15

SUSC

ISHARES TR

4.45%

Shares47.9K

Event2026-06-30

Filed2026-07-15

FREEPORT MCMORAN INC

12.62%

Shares17.5K

Event2026-06-30

Filed2026-07-15

ESS

ESSEX PPTY TR INC

21.64%

Shares3.8K

Event2026-06-30

Filed2026-07-15

HONEYWELL AEROSPACE INC

New

Shares4.9K

Event2026-06-30

Filed2026-07-15

OKE

ONEOK INC NEW

1.43%

Shares12.4K

Event2026-06-30

Filed2026-07-15

BANCO SANTANDER SA

1.98%

Shares77.8K

Event2026-06-30

Filed2026-07-15

MAS

MASCO CORP

22.06%

Shares13.1K

Event2026-06-30

Filed2026-07-15

PFE

PFIZER INC

10.33%

Shares44.0K

Event2026-06-30

Filed2026-07-15

SPDW

SPDR INDEX SHS FDS

30.17%

Shares21.0K

Event2026-06-30

Filed2026-07-15

TNK

TEEKAY TANKERS LTD

4.59%

Shares16.3K

Event2026-06-30

Filed2026-07-15

SHY

ISHARES TR

-4.25%

Shares12.9K

Event2026-06-30

Filed2026-07-15

WPM

WHEATON PRECIOUS METALS CORP

0.70%

Shares9.4K

Event2026-06-30

Filed2026-07-15

MRVL

MARVELL TECHNOLOGY INC

0.37%

Shares3.5K

Event2026-06-30

Filed2026-07-15

FPEI

FIRST TR EXCH TRADED FD III

0.03%

Shares54.4K

Event2026-06-30

Filed2026-07-15

ENERGY TRANSFER L P

10.27%

Shares54.6K

Event2026-06-30

Filed2026-07-15

PFBC

PREFERRED BK LOS ANGELES CA

15.31%

Shares9.8K

Event2026-06-30

Filed2026-07-15

NULG

NUSHARES ETF TR

-3.28%

Shares8.9K

Event2026-06-30

Filed2026-07-15

LAMR

LAMAR ADVERTISING CO

18.15%

Shares6.6K

Event2026-06-30

Filed2026-07-15

KHC

KRAFT HEINZ CO

77.78%

Shares43.5K

Event2026-06-30

Filed2026-07-15

IVLU

ISHARES TR

0.00%

Shares24.4K

Event2026-06-30

Filed2026-07-15

FTNT

FORTINET INC

-77.41%

Shares6.6K

Event2026-06-30

Filed2026-07-15

VLTO

VERALTO CORP

12.15%

Shares11.3K

Event2026-06-30

Filed2026-07-15

SDY

SPDR SERIES TRUST

-5.23%

Shares6.6K

Event2026-06-30

Filed2026-07-15

YUM

YUM BRANDS INC

24.93%

Shares6.3K

Event2026-06-30

Filed2026-07-15

LYTS

LSI INDS INC OHIO

23.14%

Shares37.6K

Event2026-06-30

Filed2026-07-15

CVS

CVS HEALTH CORP

-29.80%

Shares9.6K

Event2026-06-30

Filed2026-07-15

IWR

ISHARES TR

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-15

ABNB

AIRBNB INC

1.24%

Shares6.9K

Event2026-06-30

Filed2026-07-15

ZION

ZIONS BANCORPORATION NATL AS

31.58%

Shares14.3K

Event2026-06-30

Filed2026-07-15

NUE

NUCOR CORP

0.91%

Shares4.4K

Event2026-06-30

Filed2026-07-15

KRC

KILROY REALTY CORP

69.32%

Shares26.2K

Event2026-06-30

Filed2026-07-15

ROST

ROSS STORES INC

38.75%

Shares4.6K

Event2026-06-30

Filed2026-07-15

PLAB

PHOTRONICS INC

15.08%

Shares29.9K

Event2026-06-30

Filed2026-07-15

ATR

APTARGROUP INC

235.56%

Shares7.7K

Event2026-06-30

Filed2026-07-15

MAR

MARRIOTT INTL INC NEW

5.78%

Shares2.6K

Event2026-06-30

Filed2026-07-15

ETD

ETHAN ALLEN INTERIORS INC

15.08%

Shares43.2K

Event2026-06-30

Filed2026-07-15

CFG

CITIZENS FINL GROUP INC

15.43%

Shares13.7K

Event2026-06-30

Filed2026-07-15

CGNX

COGNEX CORP

14.30%

Shares13.3K

Event2026-06-30

Filed2026-07-15

SLF

SUN LIFE FINANCIAL INC.

2.07%

Shares12.2K

Event2026-06-30

Filed2026-07-15

MICROCHIP TECHNOLOGY INC.

2.42%

Shares10.5K

Event2026-06-30

Filed2026-07-15

GWW

WW GRAINGER INC

31.59%

Shares704

Event2026-06-30

Filed2026-07-15

THNQ

EXCHANGE TRADED CONCEPTS TRU

New

Shares10.5K

Event2026-06-30

Filed2026-07-15

CSX

CSX CORP

19.44%

Shares20.0K

Event2026-06-30

Filed2026-07-15

XYZ

BLOCK INC

13.87%

Shares12.5K

Event2026-06-30

Filed2026-07-15

DHT

DHT HOLDINGS INC

3.59%

Shares57.5K

Event2026-06-30

Filed2026-07-15

AMERIPRISE FINL INC

3.12%

Shares2.0K

Event2026-06-30

Filed2026-07-15

HBT

HBT FINL INC.

14.88%

Shares29.3K

Event2026-06-30

Filed2026-07-15

DISV

DIMENSIONAL ETF TRUST

23.16%

Shares23.2K

Event2026-06-30

Filed2026-07-15

WAB

WABTEC

5.40%

Shares3.5K

Event2026-06-30

Filed2026-07-15

HYS

PIMCO ETF TR

8.58%

Shares9.8K

Event2026-06-30

Filed2026-07-15

EVERSOURCE ENERGY

7.07%

Shares12.7K

Event2026-06-30

Filed2026-07-15

PRF

INVESCO EXCHANGE TRADED FD T

0.02%

Shares17.0K

Event2026-06-30

Filed2026-07-15

BBY

BEST BUY INC

123.07%

Shares12.1K

Event2026-06-30

Filed2026-07-15

TDC

TERADATA CORP DEL

232.36%

Shares26.1K

Event2026-06-30

Filed2026-07-15

EPR

EPR PPTYS

11.76%

Shares15.5K

Event2026-06-30

Filed2026-07-15

MKS INC.

-6.79%

Shares2.0K

Event2026-06-30

Filed2026-07-15

BBVA

BANCO BILBAO VIZCAYA ARGENTA

7.94%

Shares35.7K

Event2026-06-30

Filed2026-07-15

ENB

ENBRIDGE INC

93.30%

Shares16.5K

Event2026-06-30

Filed2026-07-15

CARR

CARRIER GLOBAL CORPORATION

-5.39%

Shares12.0K

Event2026-06-30

Filed2026-07-15

MAA

MID-AMER APT CMNTYS INC

20.98%

Shares6.3K

Event2026-06-30

Filed2026-07-15

CCK

CROWN HLDGS INC

2.72%

Shares7.8K

Event2026-06-30

Filed2026-07-15

MTG

MGIC INVT CORP WIS

19.00%

Shares31.0K

Event2026-06-30

Filed2026-07-15

SMH

VANECK ETF TRUST

45.99%

Shares1.3K

Event2026-06-30

Filed2026-07-15

GENPACT LIMITED

11.62%

Shares31.7K

Event2026-06-30

Filed2026-07-15

ILMN

ILLUMINA INC

-14.04%

Shares4.9K

Event2026-06-30

Filed2026-07-15

IDT

IDT CORP

17.36%

Shares14.9K

Event2026-06-30

Filed2026-07-15

FIRST INDL RLTY TR INC

60.80%

Shares14.1K

Event2026-06-30

Filed2026-07-15

GLPI

GAMING & LEISURE P

43.62%

Shares19.4K

Event2026-06-30

Filed2026-07-15

VXF

VANGUARD INDEX FDS

0.06%

Shares3.5K

Event2026-06-30

Filed2026-07-15

IVE

ISHARES TR

-13.84%

Shares3.8K

Event2026-06-30

Filed2026-07-15

WST

WEST PHARMACEUTICAL SVSC INC

91.99%

Shares2.4K

Event2026-06-30

Filed2026-07-15

BLACKSTONE INC

25.23%

Shares7.2K

Event2026-06-30

Filed2026-07-15

CUZ

COUSINS PPTYS INC

18.42%

Shares28.3K

Event2026-06-30

Filed2026-07-15

DGICA

DONEGAL GROUP INC

22.11%

Shares44.9K

Event2026-06-30

Filed2026-07-15

SENSATA TECHNOLOGIES HLDG PL

10.19%

Shares17.7K

Event2026-06-30

Filed2026-07-15

ASTE

ASTEC INDS INC

10.22%

Shares13.8K

Event2026-06-30

Filed2026-07-15

ODFL

OLD DOMINION FREIGHT LINE IN

7.79%

Shares3.9K

Event2026-06-30

Filed2026-07-15

REGIONS FINANCIAL CORP NEW

15.23%

Shares27.8K

Event2026-06-30

Filed2026-07-15

MPC

MARATHON PETE CORP

-14.94%

Shares3.3K

Event2026-06-30

Filed2026-07-15

YORKVILLE AMER INVTS TR

New

Shares19.8K

Event2026-06-30

Filed2026-07-15

JKHY

HENRY JACK & ASSOC INC

-5.69%

Shares6.0K

Event2026-06-30

Filed2026-07-15

FABRINET

12.22%

Shares1.5K

Event2026-06-30

Filed2026-07-15

VRT

VERTIV HOLDINGS CO

33.99%

Shares2.5K

Event2026-06-30

Filed2026-07-15

IBKR

INTERACTIVE BROKERS GROUP IN

-0.47%

Shares9.3K

Event2026-06-30

Filed2026-07-15

FTEC

FIDELITY COVINGTON TRUST

-2.42%

Shares2.8K

Event2026-06-30

Filed2026-07-15

GLD

SPDR GOLD TR

-42.28%

Shares2.2K

Event2026-06-30

Filed2026-07-15

FFIV

F5 INC

36.13%

Shares1.9K

Event2026-06-30

Filed2026-07-15

PPL CORP

78.09%

Shares21.8K

Event2026-06-30

Filed2026-07-15

DBX

DROPBOX INC

1.67%

Shares28.8K

Event2026-06-30

Filed2026-07-15

NBIS

NEBIUS GROUP N.V.

-3.90%

Shares2.9K

Event2026-06-30

Filed2026-07-15

TRANE TECHNOLOGIES PLC

-9.84%

Shares1.6K

Event2026-06-30

Filed2026-07-15

TNL

TRAVEL PLUS LEISURE CO

18.33%

Shares10.3K

Event2026-06-30

Filed2026-07-15

REG

REGENCY CTRS CORP

66.64%

Shares9.9K

Event2026-06-30

Filed2026-07-15

RSG

REPUBLIC SVCS INC

26.02%

Shares3.7K

Event2026-06-30

Filed2026-07-15

MCBS

METROCITY BANKSHARES INC

13.77%

Shares21.8K

Event2026-06-30

Filed2026-07-15

BYD

BOYD GAMING CORP

15.94%

Shares8.8K

Event2026-06-30

Filed2026-07-15

BKNG

BOOKING HOLDINGS INC

1356.48%

Shares4.4K

Event2026-06-30

Filed2026-07-15

RHI

ROBERT HALF INC.

28.90%

Shares25.4K

Event2026-06-30

Filed2026-07-15

ZBH

ZIMMER BIOMET HOLDINGS INC

63.43%

Shares9.1K

Event2026-06-30

Filed2026-07-15

BIIB

BIOGEN INC

30.90%

Shares3.6K

Event2026-06-30

Filed2026-07-15

DMXF

ISHARES TR

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-15

PCTY

PAYLOCITY HLDG CORP

129.20%

Shares7.4K

Event2026-06-30

Filed2026-07-15

MMC

MARSH & MCLENNAN COS INC

1.46%

Shares4.6K

Event2026-06-30

Filed2026-07-15

DATADOG INC

19.85%

Shares2.9K

Event2026-06-30

Filed2026-07-15

HLT

HILTON WORLDWIDE HLDGS INC

30.78%

Shares2.3K

Event2026-06-30

Filed2026-07-15

OTIS

OTIS WORLDWIDE CORP

53.72%

Shares10.6K

Event2026-06-30

Filed2026-07-15

TIP

ISHARES TR

17.04%

Shares6.9K

Event2026-06-30

Filed2026-07-15

ENS

ENERSYS

23.74%

Shares3.2K

Event2026-06-30

Filed2026-07-15

DYCOM INDS INC

-9.49%

Shares1.5K

Event2026-06-30

Filed2026-07-15

VXUS

VANGUARD STAR FDS

53.77%

Shares8.8K

Event2026-06-30

Filed2026-07-15

EVRG

EVERGY INC

2.31%

Shares8.7K

Event2026-06-30

Filed2026-07-15

BHE

BENCHMARK ELECTRS INC

17.85%

Shares7.7K

Event2026-06-30

Filed2026-07-15

ROKU

ROKU INC

42.94%

Shares5.4K

Event2026-06-30

Filed2026-07-15

EXC

EXELON CORP

66.64%

Shares16.1K

Event2026-06-30

Filed2026-07-15

NTRS

NORTHERN TR CORP

11.12%

Shares4.3K

Event2026-06-30

Filed2026-07-15

ITM

VANECK ETF TRUST

0.00%

Shares15.9K

Event2026-06-30

Filed2026-07-15

PNW

PINNACLE WEST CAP CORP

58.58%

Shares7.0K

Event2026-06-30

Filed2026-07-15

ISHARES TR

-16.63%

Shares7.5K

Event2026-06-30

Filed2026-07-15

STM

STMICROELECTRONICS N V

-1.35%

Shares9.9K

Event2026-06-30

Filed2026-07-15

UBS

UBS GROUP AG

-0.12%

Shares15.0K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T800 shares166.67%2026-06-302026-07-15

APPLIED MATLS INC Call CallAPPLIED MATLS INC300 shares200.00%2026-06-302026-07-15

MU Call CallMICRON TECHNOLOGY INC100 sharesnew addition2026-06-302026-07-15

NETFLIX INC. Call CallNETFLIX INC.1.0K sharesnew addition2026-06-302026-07-15

WDC Call CallWESTERN DIGITAL CORP100 sharesnew addition2026-06-302026-07-15

NVDA Call CallNVIDIA CORPORATION300 shares200.00%2026-06-302026-07-15

TSM Call CallTAIWAN SEMICONDUCTOR MANUFAC100 shares0.00%2026-06-302026-07-15

ADP Call CallAUTOMATIC DATA PROCESSING IN100 shares0.00%2026-06-302026-07-15

NKE Call CallNIKE INC400 sharesnew addition2026-06-302026-07-15

SCHW Call CallSCHWAB CHARLES CORP100 shares0.00%2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

166.67%

Shares800

Event2026-06-30

Filed2026-07-15

APPLIED MATLS INC Call

APPLIED MATLS INC

200.00%

Shares300

Event2026-06-30

Filed2026-07-15

MU Call

MICRON TECHNOLOGY INC

New

Shares100

Event2026-06-30

Filed2026-07-15

NETFLIX INC. Call

NETFLIX INC.

New

Shares1.0K

Event2026-06-30

Filed2026-07-15

WDC Call

WESTERN DIGITAL CORP

New

Shares100

Event2026-06-30

Filed2026-07-15

NVDA Call

NVIDIA CORPORATION

200.00%

Shares300

Event2026-06-30

Filed2026-07-15

TSM Call

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares100

Event2026-06-30

Filed2026-07-15

ADP Call

AUTOMATIC DATA PROCESSING IN

0.00%

Shares100

Event2026-06-30

Filed2026-07-15

NKE Call

NIKE INC

New

Shares400

Event2026-06-30

Filed2026-07-15

SCHW Call

SCHWAB CHARLES CORP

0.00%

Shares100

Event2026-06-30

Filed2026-07-15

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION116.3K shares-30.53%2026-06-302026-07-15

IWM Put PutISHARES TR10.0K sharesnew addition2026-06-302026-07-15

BROADCOM INC Put PutBROADCOM INC1.5K shares0.00%2026-06-302026-07-15

EXXON MOBIL CORP Put PutEXXON MOBIL CORP1.8K shares0.00%2026-06-302026-07-15

AMZN Put PutAMAZON COM INC1.0K sharesnew addition2026-06-302026-07-15

NKE Put PutNIKE INC400 sharesnew addition2026-06-302026-07-15

NVDA Put

NVIDIA CORPORATION

-30.53%

Shares116.3K

Event2026-06-30

Filed2026-07-15

IWM Put

ISHARES TR

New

Shares10.0K

Event2026-06-30

Filed2026-07-15

BROADCOM INC Put

BROADCOM INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-15

EXXON MOBIL CORP Put

EXXON MOBIL CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-15

AMZN Put

AMAZON COM INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-15

NKE Put

NIKE INC

New

Shares400

Event2026-06-30

Filed2026-07-15