Sponsored

The Analysis of Emprise Bank's Holdings & P&L

Currently, Emprise Bank holds 109 types of securities in its portfolio with a total value $271.5M. In the most recent quarter, they have increased their positions in DUHP (+57.5K shares, valued at $2.4M), DIHP (+54.1K shares, valued at $1.8M), IWF (+13.4K shares, valued at $1.7M); decreased their positions in VGIT (-12.3K shares, valued at $726.8K), SGOV (-5.1K shares, valued at $512.7K), N/A (-1.2K shares, valued at $457.5K); initiated new positions in LRCX (+890 shares, valued at $385.7K), ASML (+140 shares, valued at $278.5K), CCL (+9.0K shares, valued at $257.5K).

1M P&L

+12.1M+5.40%

3M P&L

+3.4M+1.45%

HY P&L

+4.9M+2.12%

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/A172.1M

73.9%

2Semiconductors8.5M

3.6%

3Internet Content & Information7.4M

3.2%

Top Industries by Stock Count

1N/A36 stocks

40.0%

2Aerospace & Defense4 stocks

4.4%

3Drug Manufacturers - General3 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGIT VANGUARD INTERMEDIATE-TERM576.1K shares-2.09%2026-06-302026-07-07

AVDV AVANTIS INTERNATIONAL SMALL CAP295.8K shares2.59%2026-06-302026-07-07

DFEM DIMENSIONAL EMERGING MARKETS CO561.5K shares3.10%2026-06-302026-07-07

VTIP VANGUARD SHORT TERM INF PROT SE360.1K shares3.41%2026-06-302026-07-07

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF36.4K shares-2.81%2026-06-302026-07-07

VEA VANGUARD FTSE DEVELOPED MARKETS141.0K shares-1.78%2026-06-302026-07-07

DIHP Dimensional International High230.1K shares30.76%2026-06-302026-07-07

DUHP Dimensional U.S. High Profitabi183.9K shares45.47%2026-06-302026-07-07

Sponsored

BROADCOM INC BROADCOM INC20.2K shares-5.66%2026-06-302026-07-07

NVDA NVIDIA CORPORATION36.0K shares-3.32%2026-06-302026-07-07

SGOV iShares 0-3 Month Treasury Bond71.2K shares-6.68%2026-06-302026-07-07

AAPL APPLE INC21.3K shares-1.99%2026-06-302026-07-07

CAT CATERPILLAR INC4.4K shares-1.05%2026-06-302026-07-07

DISV DIMENSIONAL INTERNATIONAL SMALL112.7K shares1.20%2026-06-302026-07-07

MSFT MICROSOFT CORP11.1K shares-1.35%2026-06-302026-07-07

AVUV Avantis US Small Cap Value31.7K shares-0.45%2026-06-302026-07-07

Sponsored

GOOGL ALPHABET INC CL A11.0K shares-1.40%2026-06-302026-07-07

DFAE DFA EMERGING CORE97.0K shares-0.30%2026-06-302026-07-07

AMZN AMAZON.COM INC15.2K shares-0.79%2026-06-302026-07-07

GOOG ALPHABET INC CL C9.8K shares-1.09%2026-06-302026-07-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO9.0K shares-0.84%2026-06-302026-07-07

RTX CORPORATION RTX CORPORATION14.4K shares-10.70%2026-06-302026-07-07

DFSV DFA US SMALL CAP VALUE68.7K shares-2.59%2026-06-302026-07-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.5K shares-1.44%2026-06-302026-07-07

Sponsored

IWF ISHARES RUSSELL 1000 GROWTH17.9K shares296.56%2026-06-302026-07-07

BRK.B BERKSHIRE HATHAWAY INC CLASS B4.1K shares-7.58%2026-06-302026-07-07

VISA INC CL A VISA INC CL A5.1K shares0.00%2026-06-302026-07-07

ETN EATON CORP PLC4.0K shares-0.99%2026-06-302026-07-07

META PLATFORMS INC CL A META PLATFORMS INC CL A3.0K shares-1.09%2026-06-302026-07-07

EFA ISHARES MSCI EAFE INDEX14.4K shares-0.22%2026-06-302026-07-07

MDY SPDR S&P MIDCAP 4002.1K shares0.00%2026-06-302026-07-07

SPTM SPDR Portfolio Total Stock Mark16.2K shares-1.06%2026-06-302026-07-07

Sponsored

DFLV DIMENSIONAL US LARGE CAP32.2K shares0.00%2026-06-302026-07-07

CHUBB LIMITED CHUBB LIMITED3.5K shares-0.92%2026-06-302026-07-07

WMT WALMART INC10.3K shares0.00%2026-06-302026-07-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.8K shares-2.09%2026-06-302026-07-07

TEL TE CONNECTIVITY PLC5.6K shares-1.13%2026-06-302026-07-07

BAC BANK OF AMERICA CORPORATION19.6K shares0.00%2026-06-302026-07-07

TXN TEXAS INSTRUMENTS INC3.7K shares0.00%2026-06-302026-07-07

UNP UNION PACIFIC CORP3.8K shares-1.22%2026-06-302026-07-07

Sponsored

PEP PEPSICO INC7.5K shares-2.51%2026-06-302026-07-07

TMO THERMO FISHER SCIENTIFIC INC2.0K shares-1.47%2026-06-302026-07-07

JQUA JPMorgan U.S. Quality Factor ET13.8K shares0.00%2026-06-302026-07-07

IEI iShares 3-7 Year Treasury Bond8.5K shares0.00%2026-06-302026-07-07

IJH ISHARES CORE S&P MIDCAP ETF12.9K shares0.00%2026-06-302026-07-07

HD HOME DEPOT INC2.8K shares-6.88%2026-06-302026-07-07

IJR ISHARES CORE S&P SMALL-CAP ETF6.6K shares0.00%2026-06-302026-07-07

IWD ISHARES RUSSELL 1000 VALUE INDE3.8K shares0.00%2026-06-302026-07-07

Sponsored

VOO VANGUARD S&P 500 ETF1.3K shares-0.86%2026-06-302026-07-07

QUAL iShares Edge MSCI USA Quality F3.8K shares-0.32%2026-06-302026-07-07

EXXON MOBIL CORP EXXON MOBIL CORP6.0K shares-1.09%2026-06-302026-07-07

PNC PNC FINANCIAL SERVICES GROUP IN3.3K shares-1.30%2026-06-302026-07-07

CVX CHEVRON CORPORATION4.7K shares-1.52%2026-06-302026-07-07

ECL ECOLAB INC2.8K shares-2.55%2026-06-302026-07-07

IEMG ISHARES CORE MSCI EMERGING9.4K shares-0.10%2026-06-302026-07-07

NOC NORTHROP GRUMMAN CORP1.5K shares0.00%2026-06-302026-07-07

Sponsored

ORACLE CORP ORACLE CORP4.7K shares-0.13%2026-06-302026-07-07

COP CONOCOPHILLIPS6.2K shares-2.86%2026-06-302026-07-07

BA BOEING CO2.9K shares6.43%2026-06-302026-07-07

CRM SALESFORCE INC4.0K shares-2.75%2026-06-302026-07-07

MRK MERCK & CO INC4.8K shares-1.39%2026-06-302026-07-07

PM PHILIP MORRIS INTERNATIONAL INC3.4K shares-3.10%2026-06-302026-07-07

GE GENERAL ELECTRIC CO1.5K shares0.00%2026-06-302026-07-07

SDY SPDR S&P DIVIDEND3.5K shares0.00%2026-06-302026-07-07

Sponsored

SBUX STARBUCKS CORP5.1K shares-1.35%2026-06-302026-07-07

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF699 shares0.00%2026-06-302026-07-07

VWO VANGUARD FTSE EMERGING MARKETS8.4K shares-13.87%2026-06-302026-07-07

AA ALCOA UPSTREAM CORP9.4K shares0.00%2026-06-302026-07-07

YUM YUM BRANDS INC2.9K shares0.00%2026-06-302026-07-07

DHR DANAHER CORP2.4K shares-17.15%2026-06-302026-07-07

AVEM Avantis Emerging Markets Equity4.6K shares0.00%2026-06-302026-07-07

GEV GE VERNOVA362 shares0.00%2026-06-302026-07-07

Sponsored

DFAI DFA INTERNATIONAL CORE EQUITY9.4K shares-6.55%2026-06-302026-07-07

H HYATT HOTELS CORP CL A2.0K shares0.00%2026-06-302026-07-07

EXPE EXPEDIA GROUP INC1.5K shares0.00%2026-06-302026-07-07

LRCX LAM RESEARCH CORP COM890 sharesnew addition2026-06-302026-07-07

NETFLIX INC NETFLIX INC5.0K shares0.00%2026-06-302026-07-07

ABBVIE INC ABBVIE INC1.4K shares0.00%2026-06-302026-07-07

UAL UNITED AIRLINES HOLDINGS INC2.5K shares0.00%2026-06-302026-07-07

MO ALTRIA GROUP INC4.4K shares0.00%2026-06-302026-07-07

Sponsored

AVIV AVANTIS INT LARGE CAP VAL3.9K shares-8.51%2026-06-302026-07-07

KEY KEYCORP13.2K shares0.00%2026-06-302026-07-07

LLY ELI LILLY & CO244 shares0.00%2026-06-302026-07-07

FTV FORTIVE CORP4.7K shares0.00%2026-06-302026-07-07

DFAU DFA US CORE EQUITY5.5K shares-0.07%2026-06-302026-07-07

CW CURTISS WRIGHT CORP371 shares0.00%2026-06-302026-07-07

ASML ASML HOLDING N V140 sharesnew addition2026-06-302026-07-07

SCHG SCHWAB US LARGE CAP GROWTH ETF8.2K shares0.00%2026-06-302026-07-07

Sponsored

MCD MCDONALDS CORP1.0K shares0.00%2026-06-302026-07-07

IQDG WISDOMTREE TR INTL QULTY DIV6.3K shares0.00%2026-06-302026-07-07

VXUS VANGUARD TOTAL INTERNATIONAL3.1K shares0.00%2026-06-302026-07-07

CCL CARNIVAL9.0K sharesnew addition2026-06-302026-07-07

PG PROCTER & GAMBLE CO1.7K shares0.00%2026-06-302026-07-07

NFG NATIONAL FUEL GAS CO3.3K shares0.00%2026-06-302026-07-07

AMERIPRISE FINANCIAL INC AMERIPRISE FINANCIAL INC551 shares0.00%2026-06-302026-07-07

WELL WELLTOWER INC1.0K shares0.00%2026-06-302026-07-07

Sponsored

AMERICAN INVESTMNT CO OF AMERIC AMERICAN INVESTMNT CO OF AMERIC3.4K shares0.00%2026-06-302026-07-07

BKNG BOOKING HOLDINGS INC1.3K shares2400.00%2026-06-302026-07-07

AMERICAN WASHNTN MUTUAL INVESTR AMERICAN WASHNTN MUTUAL INVESTR3.4K shares-0.30%2026-06-302026-07-07

BP BP PLC SPONSORED ADR6.1K shares0.00%2026-06-302026-07-07

ED CONSOLIDATED EDISON INC COMMON2.0K shares0.00%2026-06-302026-07-07

WMB WILLIAMS COS INC2.9K shares0.00%2026-06-302026-07-07

CASY CASEYS GENERAL STORES INC274 sharesnew addition2026-06-302026-07-07

SOUTHERN COMPANY SOUTHERN COMPANY2.2K shares0.00%2026-06-302026-07-07

Sponsored

EMXC iShares MSCI Emerging Markets e2.1K sharesnew addition2026-06-302026-07-07

ADI ANALOG DEVICES516 sharesnew addition2026-06-302026-07-07

AMGN AMGEN INC562 sharesnew addition2026-06-302026-07-07

DFUS Dimensional U.S. Equity ETF2.5K sharesnew addition2026-06-302026-07-07

MODESTO CALIF 5.000 09/01/27 MODESTO CALIF 5.000 09/01/2750.0K shares0.00%2026-06-302026-07-07

VGIT

VANGUARD INTERMEDIATE-TERM

-2.09%

Shares576.1K

Event2026-06-30

Filed2026-07-07

AVDV

AVANTIS INTERNATIONAL SMALL CAP

2.59%

Shares295.8K

Event2026-06-30

Filed2026-07-07

DFEM

DIMENSIONAL EMERGING MARKETS CO

3.10%

Shares561.5K

Event2026-06-30

Filed2026-07-07

VTIP

VANGUARD SHORT TERM INF PROT SE

3.41%

Shares360.1K

Event2026-06-30

Filed2026-07-07

VANGUARD TOTAL STOCK MARKET ETF

-2.81%

Shares36.4K

Event2026-06-30

Filed2026-07-07

VEA

VANGUARD FTSE DEVELOPED MARKETS

-1.78%

Shares141.0K

Event2026-06-30

Filed2026-07-07

DIHP

Dimensional International High

30.76%

Shares230.1K

Event2026-06-30

Filed2026-07-07

DUHP

Dimensional U.S. High Profitabi

45.47%

Shares183.9K

Event2026-06-30

Filed2026-07-07

BROADCOM INC

-5.66%

Shares20.2K

Event2026-06-30

Filed2026-07-07

NVDA

NVIDIA CORPORATION

-3.32%

Shares36.0K

Event2026-06-30

Filed2026-07-07

SGOV

iShares 0-3 Month Treasury Bond

-6.68%

Shares71.2K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

-1.99%

Shares21.3K

Event2026-06-30

Filed2026-07-07

CAT

CATERPILLAR INC

-1.05%

Shares4.4K

Event2026-06-30

Filed2026-07-07

DISV

DIMENSIONAL INTERNATIONAL SMALL

1.20%

Shares112.7K

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

-1.35%

Shares11.1K

Event2026-06-30

Filed2026-07-07

AVUV

Avantis US Small Cap Value

-0.45%

Shares31.7K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC CL A

-1.40%

Shares11.0K

Event2026-06-30

Filed2026-07-07

DFAE

DFA EMERGING CORE

-0.30%

Shares97.0K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON.COM INC

-0.79%

Shares15.2K

Event2026-06-30

Filed2026-07-07

GOOG

ALPHABET INC CL C

-1.09%

Shares9.8K

Event2026-06-30

Filed2026-07-07

JPMORGAN CHASE & CO

-0.84%

Shares9.0K

Event2026-06-30

Filed2026-07-07

RTX CORPORATION

-10.70%

Shares14.4K

Event2026-06-30

Filed2026-07-07

DFSV

DFA US SMALL CAP VALUE

-2.59%

Shares68.7K

Event2026-06-30

Filed2026-07-07

COSTCO WHOLESALE CORPORATION

-1.44%

Shares2.5K

Event2026-06-30

Filed2026-07-07

IWF

ISHARES RUSSELL 1000 GROWTH

296.56%

Shares17.9K

Event2026-06-30

Filed2026-07-07

BRK.B

BERKSHIRE HATHAWAY INC CLASS B

-7.58%

Shares4.1K

Event2026-06-30

Filed2026-07-07

VISA INC CL A

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-07

ETN

EATON CORP PLC

-0.99%

Shares4.0K

Event2026-06-30

Filed2026-07-07

META PLATFORMS INC CL A

-1.09%

Shares3.0K

Event2026-06-30

Filed2026-07-07

EFA

ISHARES MSCI EAFE INDEX

-0.22%

Shares14.4K

Event2026-06-30

Filed2026-07-07

MDY

SPDR S&P MIDCAP 400

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-07

SPTM

SPDR Portfolio Total Stock Mark

-1.06%

Shares16.2K

Event2026-06-30

Filed2026-07-07

DFLV

DIMENSIONAL US LARGE CAP

0.00%

Shares32.2K

Event2026-06-30

Filed2026-07-07

CHUBB LIMITED

-0.92%

Shares3.5K

Event2026-06-30

Filed2026-07-07

WMT

WALMART INC

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-07

UNITEDHEALTH GROUP INC

-2.09%

Shares2.8K

Event2026-06-30

Filed2026-07-07

TEL

TE CONNECTIVITY PLC

-1.13%

Shares5.6K

Event2026-06-30

Filed2026-07-07

BAC

BANK OF AMERICA CORPORATION

0.00%

Shares19.6K

Event2026-06-30

Filed2026-07-07

TXN

TEXAS INSTRUMENTS INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-07

UNP

UNION PACIFIC CORP

-1.22%

Shares3.8K

Event2026-06-30

Filed2026-07-07

PEP

PEPSICO INC

-2.51%

Shares7.5K

Event2026-06-30

Filed2026-07-07

TMO

THERMO FISHER SCIENTIFIC INC

-1.47%

Shares2.0K

Event2026-06-30

Filed2026-07-07

JQUA

JPMorgan U.S. Quality Factor ET

0.00%

Shares13.8K

Event2026-06-30

Filed2026-07-07

IEI

iShares 3-7 Year Treasury Bond

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-07

IJH

ISHARES CORE S&P MIDCAP ETF

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

-6.88%

Shares2.8K

Event2026-06-30

Filed2026-07-07

IJR

ISHARES CORE S&P SMALL-CAP ETF

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-07

IWD

ISHARES RUSSELL 1000 VALUE INDE

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-07

VOO

VANGUARD S&P 500 ETF

-0.86%

Shares1.3K

Event2026-06-30

Filed2026-07-07

QUAL

iShares Edge MSCI USA Quality F

-0.32%

Shares3.8K

Event2026-06-30

Filed2026-07-07

EXXON MOBIL CORP

-1.09%

Shares6.0K

Event2026-06-30

Filed2026-07-07

PNC

PNC FINANCIAL SERVICES GROUP IN

-1.30%

Shares3.3K

Event2026-06-30

Filed2026-07-07

CVX

CHEVRON CORPORATION

-1.52%

Shares4.7K

Event2026-06-30

Filed2026-07-07

ECL

ECOLAB INC

-2.55%

Shares2.8K

Event2026-06-30

Filed2026-07-07

IEMG

ISHARES CORE MSCI EMERGING

-0.10%

Shares9.4K

Event2026-06-30

Filed2026-07-07

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-07

ORACLE CORP

-0.13%

Shares4.7K

Event2026-06-30

Filed2026-07-07

COP

CONOCOPHILLIPS

-2.86%

Shares6.2K

Event2026-06-30

Filed2026-07-07

BOEING CO

6.43%

Shares2.9K

Event2026-06-30

Filed2026-07-07

CRM

SALESFORCE INC

-2.75%

Shares4.0K

Event2026-06-30

Filed2026-07-07

MRK

MERCK & CO INC

-1.39%

Shares4.8K

Event2026-06-30

Filed2026-07-07

PHILIP MORRIS INTERNATIONAL INC

-3.10%

Shares3.4K

Event2026-06-30

Filed2026-07-07

GENERAL ELECTRIC CO

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-07

SDY

SPDR S&P DIVIDEND

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-07

SBUX

STARBUCKS CORP

-1.35%

Shares5.1K

Event2026-06-30

Filed2026-07-07

ISHARES CORE S&P 500 ETF

0.00%

Shares699

Event2026-06-30

Filed2026-07-07

VWO

VANGUARD FTSE EMERGING MARKETS

-13.87%

Shares8.4K

Event2026-06-30

Filed2026-07-07

ALCOA UPSTREAM CORP

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-07

YUM

YUM BRANDS INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-07

DHR

DANAHER CORP

-17.15%

Shares2.4K

Event2026-06-30

Filed2026-07-07

AVEM

Avantis Emerging Markets Equity

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-07

GEV

GE VERNOVA

0.00%

Shares362

Event2026-06-30

Filed2026-07-07

DFAI

DFA INTERNATIONAL CORE EQUITY

-6.55%

Shares9.4K

Event2026-06-30

Filed2026-07-07

HYATT HOTELS CORP CL A

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-07

EXPE

EXPEDIA GROUP INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-07

LRCX

LAM RESEARCH CORP COM

New

Shares890

Event2026-06-30

Filed2026-07-07

NETFLIX INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-07

ABBVIE INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-07

UAL

UNITED AIRLINES HOLDINGS INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-07

ALTRIA GROUP INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-07

AVIV

AVANTIS INT LARGE CAP VAL

-8.51%

Shares3.9K

Event2026-06-30

Filed2026-07-07

KEY

KEYCORP

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-07

LLY

ELI LILLY & CO

0.00%

Shares244

Event2026-06-30

Filed2026-07-07

FTV

FORTIVE CORP

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-07

DFAU

DFA US CORE EQUITY

-0.07%

Shares5.5K

Event2026-06-30

Filed2026-07-07

CURTISS WRIGHT CORP

0.00%

Shares371

Event2026-06-30

Filed2026-07-07

ASML

ASML HOLDING N V

New

Shares140

Event2026-06-30

Filed2026-07-07

SCHG

SCHWAB US LARGE CAP GROWTH ETF

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-07

MCD

MCDONALDS CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-07

IQDG

WISDOMTREE TR INTL QULTY DIV

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-07

VXUS

VANGUARD TOTAL INTERNATIONAL

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-07

CCL

CARNIVAL

New

Shares9.0K

Event2026-06-30

Filed2026-07-07

PROCTER & GAMBLE CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-07

NFG

NATIONAL FUEL GAS CO

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-07

AMERIPRISE FINANCIAL INC

0.00%

Shares551

Event2026-06-30

Filed2026-07-07

WELL

WELLTOWER INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-07

AMERICAN INVESTMNT CO OF AMERIC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-07

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares1.3K

Event2026-06-30

Filed2026-07-07

AMERICAN WASHNTN MUTUAL INVESTR

-0.30%

Shares3.4K

Event2026-06-30

Filed2026-07-07

BP PLC SPONSORED ADR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-07

CONSOLIDATED EDISON INC COMMON

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-07

WMB

WILLIAMS COS INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-07

CASY

CASEYS GENERAL STORES INC

New

Shares274

Event2026-06-30

Filed2026-07-07

SOUTHERN COMPANY

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-07

EMXC

iShares MSCI Emerging Markets e

New

Shares2.1K

Event2026-06-30

Filed2026-07-07

ADI

ANALOG DEVICES

New

Shares516

Event2026-06-30

Filed2026-07-07

AMGN

AMGEN INC

New

Shares562

Event2026-06-30

Filed2026-07-07

DFUS

Dimensional U.S. Equity ETF

New

Shares2.5K

Event2026-06-30

Filed2026-07-07

MODESTO CALIF 5.000 09/01/27

0.00%

Shares50.0K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available