Sponsored
The Analysis of Essential Partners LLC's Holdings & P&L
Currently, Essential Partners LLC holds 2848 types of securities in its portfolio with a total value $297.2M. In the most recent quarter, they have increased their positions in SGOV (+13.0K shares, valued at $1.3M), MSFT (+2.9K shares, valued at $1.1M), IGSB (+15.3K shares, valued at $803.3K); decreased their positions in RBLX (-32.5K shares, valued at $1.8M), ZM (-13.9K shares, valued at $1.1M), SNOW (-7.4K shares, valued at $1.1M); initiated new positions in IGSB (+15.3K shares, valued at $803.3K), SPY (+1.2K shares, valued at $790.8K), IGIB (+14.7K shares, valued at $783.4K).
1M P&L
+11.2M+3.99%
3M P&L
+24.9M+9.30%
HY P&L
+31.0M+11.88%
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/A65.7M
24.0%
2Banks - Regional9.6M
3.5%
3Software - Application8.3M
3.0%
Top Industries by Stock Count
1Banks - Regional243 stocks
9.1%
2Biotechnology174 stocks
6.5%
3N/A129 stocks
4.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF15.3K sharesnew addition2026-03-312026-05-21
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF14.7K sharesnew addition2026-03-312026-05-21
Sponsored
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW1.3K shares-20.46%2026-03-312026-05-21
Sponsored
Sponsored
Sponsored
Sponsored
QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK3.8K shares0.21%2026-03-312026-05-21
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
FEDERAL RLTY INVT TR NEW SH BEN INT NEW FEDERAL RLTY INVT TR NEW SH BEN INT NEW2.8K shares0.39%2026-03-312026-05-21
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
Sponsored
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Sponsored
SIRIUSXM HOLDINGS INC COMMON STOCK SIRIUSXM HOLDINGS INC COMMON STOCK5.8K shares-56.38%2026-03-312026-05-21
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS336 shares1.51%2026-03-312026-05-21
Sponsored
Sponsored
Sponsored
Sponsored
FERGUSON ENTERPRISES INC COMMON STOCK NEW FERGUSON ENTERPRISES INC COMMON STOCK NEW496 shares-5.88%2026-03-312026-05-21
Sponsored
Sponsored
Sponsored
Sponsored
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS2.3K shares3620.97%2026-03-312026-05-21
Sponsored
Sponsored
KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A1.9K shares0.00%2026-03-312026-05-21
Sponsored
Sponsored
Sponsored
Sponsored
VERSANT MEDIA GROUP INC COM CL A VERSANT MEDIA GROUP INC COM CL A2.2K sharesnew addition2026-03-312026-05-21
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Sponsored
Sponsored
PHYS
0.97%Sprott Gold Convert to Physical
Shares419.9K
Event2026-03-31
Filed2026-05-21
FIX
-0.12%COMFORT SYS USA INC COM
Shares3.5K
Event2026-03-31
Filed2026-05-21
NVDA
-5.24%NVIDIA CORPORATION COM
Shares21.6K
Event2026-03-31
Filed2026-05-21
FNDF
23.04%Schwab Fundamental Int'l Broad
Shares75.6K
Event2026-03-31
Filed2026-05-21
IVV
5.25%iShares S&P 500
Shares5.3K
Event2026-03-31
Filed2026-05-21
FNDB
0.07%Schwab Fundamental U.S. Broad
Shares127.0K
Event2026-03-31
Filed2026-05-21
VGSH
11.69%Vanguard Short-Term USTS
Shares56.4K
Event2026-03-31
Filed2026-05-21
GM
1.03%GENERAL MTRS CO COM
Shares43.3K
Event2026-03-31
Filed2026-05-21
GE AEROSPACE COM NEW
4.00%GE AEROSPACE COM NEW
Shares11.2K
Event2026-03-31
Filed2026-05-21
MERCK & CO INC COM
-11.44%MERCK & CO INC COM
Shares25.9K
Event2026-03-31
Filed2026-05-21
FTI
0.00%TECHNIPFMC PLC COM
Shares43.9K
Event2026-03-31
Filed2026-05-21
GEV
4.01%GE VERNOVA INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-21
TER
1.89%TERADYNE INC COM
Shares9.8K
Event2026-03-31
Filed2026-05-21
INCY
-2.38%INCYTE CORP COM
Shares28.7K
Event2026-03-31
Filed2026-05-21
PNC
0.06%PNC FINL SVCS GROUP INC COM
Shares12.8K
Event2026-03-31
Filed2026-05-21
SGOV
100.36%iShares 0-3 Month T-Bills ETF
Shares25.9K
Event2026-03-31
Filed2026-05-21
CITIGROUP INC COM NEW
0.20%CITIGROUP INC COM NEW
Shares22.5K
Event2026-03-31
Filed2026-05-21
BROADCOM INC COM
3.26%BROADCOM INC COM
Shares7.5K
Event2026-03-31
Filed2026-05-21
TPR
0.00%TAPESTRY INC COM
Shares15.0K
Event2026-03-31
Filed2026-05-21
IEMG
28.19%iShares Core MSCI Emerging Markets
Shares30.1K
Event2026-03-31
Filed2026-05-21
XLE
2.75%Energy ETF
Shares33.9K
Event2026-03-31
Filed2026-05-21
EIX
-13.96%EDISON INTL COM
Shares27.4K
Event2026-03-31
Filed2026-05-21
ARISTA NETWORKS INC COM SHS
-23.70%ARISTA NETWORKS INC COM SHS
Shares16.3K
Event2026-03-31
Filed2026-05-21
MSFT
119.92%MICROSOFT CORP COM
Shares5.3K
Event2026-03-31
Filed2026-05-21
DINO
-0.40%HF SINCLAIR CORP COM
Shares31.2K
Event2026-03-31
Filed2026-05-21
APH
-1.65%AMPHENOL CORP CL A
Shares15.0K
Event2026-03-31
Filed2026-05-21
EMXC
30.06%iShares MSCI Emerging Markets Ex-China
Shares23.9K
Event2026-03-31
Filed2026-05-21
FIVE
1.13%FIVE BELOW INC COM
Shares8.1K
Event2026-03-31
Filed2026-05-21
GLW
-0.13%CORNING INC COM
Shares13.5K
Event2026-03-31
Filed2026-05-21
VRT
1.97%VERTIV HOLDINGS CO COM CL A
Shares7.2K
Event2026-03-31
Filed2026-05-21
EXPE
-22.31%EXPEDIA GROUP INC COM NEW
Shares7.8K
Event2026-03-31
Filed2026-05-21
DAL
-0.51%DELTA AIR LINES INC COM NEW
Shares26.9K
Event2026-03-31
Filed2026-05-21
AAPL
2.00%APPLE INC COM
Shares7.0K
Event2026-03-31
Filed2026-05-21
JNJ
-0.88%JOHNSON & JOHNSON COM
Shares7.1K
Event2026-03-31
Filed2026-05-21
CMI
0.13%CUMMINS INC COM
Shares3.2K
Event2026-03-31
Filed2026-05-21
RL
-3.72%RALPH LAUREN CORP CL A
Shares5.0K
Event2026-03-31
Filed2026-05-21
GMOV
8.61%GMO US Value
Shares60.2K
Event2026-03-31
Filed2026-05-21
INTC
-33.01%INTEL CORP COM
Shares37.6K
Event2026-03-31
Filed2026-05-21
COMT
2.42%iShares GSCI Commodity Strategy
Shares48.6K
Event2026-03-31
Filed2026-05-21
CFG
0.00%CITIZENS FINL GROUP INC COM
Shares26.8K
Event2026-03-31
Filed2026-05-21
ILMN
-4.06%ILLUMINA INC COM
Shares13.0K
Event2026-03-31
Filed2026-05-21
JCI
1.54%JOHNSON CTLS INTL PLC SHS
Shares12.2K
Event2026-03-31
Filed2026-05-21
FDX
0.09%FEDEX CORP COM
Shares4.5K
Event2026-03-31
Filed2026-05-21
AMZN
12.29%AMAZON COM INC COM
Shares7.4K
Event2026-03-31
Filed2026-05-21
VTIP
0.54%Vanguard Short-Term TIPS
Shares30.4K
Event2026-03-31
Filed2026-05-21
PCG
-24.99%PG&E CORP COM
Shares80.7K
Event2026-03-31
Filed2026-05-21
GMOI
0.00%GMO INTERNATIONAL VALUE ETF
Shares39.1K
Event2026-03-31
Filed2026-05-21
AA
0.95%ALCOA CORP COM
Shares20.5K
Event2026-03-31
Filed2026-05-21
COM
1.59%Auspice Commodity Strategy
Shares40.5K
Event2026-03-31
Filed2026-05-21
EME
5.04%EMCOR GROUP INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-21
CNC
-39.65%CENTENE CORP DEL COM
Shares40.0K
Event2026-03-31
Filed2026-05-21
VLO
-0.04%VALERO ENERGY CORP COM
Shares5.1K
Event2026-03-31
Filed2026-05-21
SCHF
53.25%Schwab International
Shares50.8K
Event2026-03-31
Filed2026-05-21
PEP
-42.27%PEPSICO INC COM
Shares8.0K
Event2026-03-31
Filed2026-05-21
USFD
-1.91%US FOODS HLDG CORP COM
Shares13.0K
Event2026-03-31
Filed2026-05-21
EVR
1.03%EVERCORE INC CLASS A
Shares4.0K
Event2026-03-31
Filed2026-05-21
SCHR
3.42%Schwab Intermediate USTS
Shares47.1K
Event2026-03-31
Filed2026-05-21
WMT
-2.06%WALMART INC COM
Shares9.4K
Event2026-03-31
Filed2026-05-21
BKR
0.07%BAKER HUGHES COMPANY CL A
Shares18.9K
Event2026-03-31
Filed2026-05-21
ULTA
3.53%ULTA BEAUTY INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-21
IVZ
-1.61%INVESCO LTD SHS
Shares46.3K
Event2026-03-31
Filed2026-05-21
BMY
12.47%BRISTOL-MYERS SQUIBB CO COM
Shares18.5K
Event2026-03-31
Filed2026-05-21
TRV
-5.75%TRAVELERS COMPANIES INC COM
Shares3.8K
Event2026-03-31
Filed2026-05-21
JBHT
0.12%HUNT J B TRANS SVCS INC COM
Shares5.2K
Event2026-03-31
Filed2026-05-21
CB
-18.83%CHUBB LTD SWITZ COM
Shares3.3K
Event2026-03-31
Filed2026-05-21
HAL
0.43%HALLIBURTON CO COM
Shares27.5K
Event2026-03-31
Filed2026-05-21
BIIB
0.09%BIOGEN INC COM
Shares5.7K
Event2026-03-31
Filed2026-05-21
MARVELL TECHNOLOGY INC COM
-12.89%MARVELL TECHNOLOGY INC COM
Shares10.5K
Event2026-03-31
Filed2026-05-21
ABNB
-49.54%AIRBNB INC COM CL A
Shares8.2K
Event2026-03-31
Filed2026-05-21
NTRA
-8.11%NATERA INC COM
Shares5.1K
Event2026-03-31
Filed2026-05-21
SCHA
3.72%Schwab U.S. Small-Cap
Shares34.4K
Event2026-03-31
Filed2026-05-21
TTC
2.27%TORO CO COM
Shares10.5K
Event2026-03-31
Filed2026-05-21
FCX
0.26%FREEPORT MCMORAN INC CL B
Shares16.5K
Event2026-03-31
Filed2026-05-21
SNOW
-53.57%SNOWFLAKE INC COM SHS
Shares6.4K
Event2026-03-31
Filed2026-05-21
NOW
-21.33%SERVICENOW INC COM
Shares9.2K
Event2026-03-31
Filed2026-05-21
OSK
0.05%OSHKOSH CORP COM
Shares6.5K
Event2026-03-31
Filed2026-05-21
VFC
14.30%V F CORP COM
Shares54.2K
Event2026-03-31
Filed2026-05-21
MU
6.06%MICRON TECHNOLOGY INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-21
COP
0.81%CONOCOPHILLIPS COM
Shares6.7K
Event2026-03-31
Filed2026-05-21
DVN
-9.36%DEVON ENERGY CORP NEW COM
Shares17.5K
Event2026-03-31
Filed2026-05-21
TXRH
-27.08%TEXAS ROADHOUSE INC COM
Shares5.3K
Event2026-03-31
Filed2026-05-21
TT
-3.19%TRANE TECHNOLOGIES PLC SHS
Shares2.0K
Event2026-03-31
Filed2026-05-21
MEDP
-30.54%MEDPACE HLDGS INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-21
GRMN
3.72%GARMIN LTD SHS
Shares3.6K
Event2026-03-31
Filed2026-05-21
DG
-41.67%DOLLAR GEN CORP COM
Shares7.0K
Event2026-03-31
Filed2026-05-21
SF
57.76%STIFEL FINL CORP COM
Shares11.2K
Event2026-03-31
Filed2026-05-21
SCHP
1.84%Schwab Intermediate TIPS
Shares31.0K
Event2026-03-31
Filed2026-05-21
ETSY
-25.48%ETSY INC COM
Shares16.1K
Event2026-03-31
Filed2026-05-21
WDC
-0.20%WESTERN DIGITAL CORP COM
Shares3.0K
Event2026-03-31
Filed2026-05-21
IGSB
NewISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares15.3K
Event2026-03-31
Filed2026-05-21
SPY
NewSTATE STREET SPDR S&P 500 ETF
Shares1.2K
Event2026-03-31
Filed2026-05-21
HAS
0.15%HASBRO INC COM
Shares8.4K
Event2026-03-31
Filed2026-05-21
UAL
-7.00%UNITED AIRLS HLDGS INC COM
Shares8.5K
Event2026-03-31
Filed2026-05-21
IGIB
NewISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares14.7K
Event2026-03-31
Filed2026-05-21
WCC
0.00%WESCO INTL INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-21
VSS
47.34%Vanguard FTSE All-World Ex-US Small-Cap
Shares5.3K
Event2026-03-31
Filed2026-05-21
MSCI
-52.15%MSCI INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-21
NYT
6.67%NEW YORK TIMES CO MTN BE CL A
Shares9.0K
Event2026-03-31
Filed2026-05-21
HII
-1.54%HUNTINGTON INGALLS INDS INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-21
ORI
-21.35%OLD REP INTL CORP COM
Shares18.9K
Event2026-03-31
Filed2026-05-21
DXJ
21.07%WisdomTree Japan Hedged
Shares4.7K
Event2026-03-31
Filed2026-05-21
THC
-17.64%TENET HEALTHCARE CORP COM NEW
Shares3.9K
Event2026-03-31
Filed2026-05-21
SPTL
3.59%SPDR Long-Term USTS
Shares28.3K
Event2026-03-31
Filed2026-05-21
DBMF
2.67%iMGP DBI Trend & Risk Alpha Strategy
Shares24.2K
Event2026-03-31
Filed2026-05-21
GENERAL DYNAMICS CORP COM
-14.18%GENERAL DYNAMICS CORP COM
Shares2.1K
Event2026-03-31
Filed2026-05-21
NBIX
-10.42%NEUROCRINE BIOSCIENCES INC COM
Shares5.5K
Event2026-03-31
Filed2026-05-21
CW
0.00%CURTISS WRIGHT CORP COM
Shares1.0K
Event2026-03-31
Filed2026-05-21
PSX
-3.71%PHILLIPS 66 COM
Shares3.9K
Event2026-03-31
Filed2026-05-21
AAAU
NewGOLDMAN SACHS PHYSICAL GOLD ETF
Shares14.9K
Event2026-03-31
Filed2026-05-21
ALGN
0.15%ALIGN TECHNOLOGY INC COM
Shares4.0K
Event2026-03-31
Filed2026-05-21
DDOG
-0.81%DATADOG INC CL A COM
Shares5.7K
Event2026-03-31
Filed2026-05-21
WBS
0.00%WEBSTER FINL CORP COM
Shares9.7K
Event2026-03-31
Filed2026-05-21
HPE
1.62%HEWLETT PACKARD ENTERPRISE CO COM
Shares28.1K
Event2026-03-31
Filed2026-05-21
PANW
-27.36%PALO ALTO NETWORKS INC COM
Shares4.1K
Event2026-03-31
Filed2026-05-21
AXS
-18.70%AXIS CAP HLDGS LTD SHS
Shares6.6K
Event2026-03-31
Filed2026-05-21
VRSN
-61.89%VERISIGN INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-21
TJX
0.49%TJX COS INC NEW COM
Shares4.1K
Event2026-03-31
Filed2026-05-21
HLT
0.00%HILTON WORLDWIDE HLDGS INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-21
LVS
-19.69%LAS VEGAS SANDS CORP COM
Shares12.0K
Event2026-03-31
Filed2026-05-21
RGA
-23.32%REINSURANCE GROUP AMER INC COM NEW
Shares3.1K
Event2026-03-31
Filed2026-05-21
LAMR
0.18%LAMAR ADVERTISING CO CL A
Shares5.0K
Event2026-03-31
Filed2026-05-21
BERKSHIRE HATHAWAY INC DEL CL B NEW
-20.46%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares1.3K
Event2026-03-31
Filed2026-05-21
CINF
0.00%CINCINNATI FINL CORP COM
Shares4.0K
Event2026-03-31
Filed2026-05-21
ARW
-5.49%ARROW ELECTRS INC COM
Shares4.4K
Event2026-03-31
Filed2026-05-21
KNX
-0.07%KNIGHT-SWIFT TRANSN HLDGS INC CL A
Shares10.9K
Event2026-03-31
Filed2026-05-21
D
0.00%DOMINION ENERGY INC COM
Shares10.1K
Event2026-03-31
Filed2026-05-21
MKTX
-28.36%MARKETAXESS HLDGS INC COM
Shares3.7K
Event2026-03-31
Filed2026-05-21
TOL
-0.11%TOLL BROTHERS INC COM
Shares4.4K
Event2026-03-31
Filed2026-05-21
FLS
0.06%FLOWSERVE CORP COM
Shares7.8K
Event2026-03-31
Filed2026-05-21
BK
0.00%BANK NEW YORK MELLON CORP COM
Shares4.9K
Event2026-03-31
Filed2026-05-21
ROKU
-18.04%ROKU INC COM CL A
Shares6.0K
Event2026-03-31
Filed2026-05-21
REGN
-54.26%REGENERON PHARMACEUTICALS COM
Shares735
Event2026-03-31
Filed2026-05-21
JHG
0.03%JANUS HENDERSON GROUP PLC ORD SHS
Shares11.1K
Event2026-03-31
Filed2026-05-21
VTV
-1.23%Vanguard U.S. Value
Shares2.8K
Event2026-03-31
Filed2026-05-21
LYFT
-38.00%LYFT INC CL A COM
Shares41.2K
Event2026-03-31
Filed2026-05-21
WAB
0.00%WABTEC COM
Shares2.2K
Event2026-03-31
Filed2026-05-21
EXEL
-48.55%EXELIXIS INC COM
Shares12.5K
Event2026-03-31
Filed2026-05-21
IFF
0.56%INTERNATIONAL FLAVORS&FRAGRANC COM
Shares7.4K
Event2026-03-31
Filed2026-05-21
SNDK
-47.89%SANDISK CORP COM
Shares841
Event2026-03-31
Filed2026-05-21
OVV
-3.72%OVINTIV INC COM
Shares8.9K
Event2026-03-31
Filed2026-05-21
VYM
-2.58%Vanguard U.S. High Dividend
Shares3.6K
Event2026-03-31
Filed2026-05-21
MTZ
0.31%MASTEC INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-21
AME
0.34%AMETEK INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-21
BWA
-9.83%BORGWARNER INC COM
Shares9.3K
Event2026-03-31
Filed2026-05-21
ZION
0.44%ZIONS BANCORPORATION NATL ASSN COM
Shares8.7K
Event2026-03-31
Filed2026-05-21
AHLT
2.21%AHL Trend & Risk Alpha Strategy
Shares17.7K
Event2026-03-31
Filed2026-05-21
TXT
-5.77%TEXTRON INC COM
Shares5.7K
Event2026-03-31
Filed2026-05-21
ALPHABET INC CAP STK CL A
6.81%ALPHABET INC CAP STK CL A
Shares1.7K
Event2026-03-31
Filed2026-05-21
BMRN
-50.19%BIOMARIN PHARMACEUTICAL INC COM
Shares8.8K
Event2026-03-31
Filed2026-05-21
ASH
-17.83%ASHLAND INC COM
Shares8.8K
Event2026-03-31
Filed2026-05-21
SCHM
0.19%Schwab U.S. Mid-Cap
Shares15.6K
Event2026-03-31
Filed2026-05-21
LAM RESEARCH CORP COM NEW
0.44%LAM RESEARCH CORP COM NEW
Shares2.3K
Event2026-03-31
Filed2026-05-21
ALPHABET INC CAP STK CL C
6.73%ALPHABET INC CAP STK CL C
Shares1.7K
Event2026-03-31
Filed2026-05-21
MANH
-14.57%MANHATTAN ASSOCIATES INC COM
Shares3.6K
Event2026-03-31
Filed2026-05-21
MNST
0.22%MONSTER BEVERAGE CORP NEW COM
Shares6.4K
Event2026-03-31
Filed2026-05-21
MDB
-10.03%MONGODB INC CL A
Shares1.9K
Event2026-03-31
Filed2026-05-21
UPS
-30.09%UNITED PARCEL SVCS INC CL B
Shares4.7K
Event2026-03-31
Filed2026-05-21
CIEN
0.00%CIENA CORP COM NEW
Shares1.2K
Event2026-03-31
Filed2026-05-21
LECO
0.22%LINCOLN ELEC HLDGS INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-21
QNITY ELECTRONICS INC COMMON STOCK
0.21%QNITY ELECTRONICS INC COMMON STOCK
Shares3.8K
Event2026-03-31
Filed2026-05-21
BPOP
-6.96%POPULAR INC COM NEW
Shares3.2K
Event2026-03-31
Filed2026-05-21
TSN
-37.20%TYSON FOODS INC CL A
Shares6.8K
Event2026-03-31
Filed2026-05-21
FTNT
42.97%FORTINET INC COM
Shares5.2K
Event2026-03-31
Filed2026-05-21
GL
-23.95%GLOBE LIFE INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-21
GAP
0.09%GAP INC COM
Shares17.5K
Event2026-03-31
Filed2026-05-21
MLI
-7.46%MUELLER INDS INC COM
Shares3.8K
Event2026-03-31
Filed2026-05-21
PEGA
-7.18%PEGASYSTEMS INC COM
Shares9.9K
Event2026-03-31
Filed2026-05-21
DUPONT DE NEMOURS INC COM
0.16%DUPONT DE NEMOURS INC COM
Shares9.2K
Event2026-03-31
Filed2026-05-21
OPPJ
-0.57%WisdomTree Japan Hedged Small-Cap
Shares7.6K
Event2026-03-31
Filed2026-05-21
CME
-9.07%CME GROUP INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-21
NEM
-43.64%NEWMONT CORP COM
Shares3.8K
Event2026-03-31
Filed2026-05-21
PLTR
-7.84%PALANTIR TECHNOLOGIES INC CL A
Shares2.7K
Event2026-03-31
Filed2026-05-21
LMT
15.44%LOCKHEED MARTIN CORP COM
Shares658
Event2026-03-31
Filed2026-05-21
DHR
-24.29%DANAHER CORP DEL COM
Shares2.1K
Event2026-03-31
Filed2026-05-21
STIP
6.63%iShares Short-Term TIPS
Shares3.8K
Event2026-03-31
Filed2026-05-21
XCEM
112.55%Columbia Emerging Markets Ex-China
Shares9.6K
Event2026-03-31
Filed2026-05-21
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares654
Event2026-03-31
Filed2026-05-21
INTU
100.89%INTUIT COM
Shares898
Event2026-03-31
Filed2026-05-21
BDX
-8.18%BECTON DICKINSON & CO COM
Shares2.5K
Event2026-03-31
Filed2026-05-21
LTPZ
5.14%PIMCO 15 Year TIPS
Shares7.6K
Event2026-03-31
Filed2026-05-21
AMKR
0.00%AMKOR TECHNOLOGY INC COM
Shares8.5K
Event2026-03-31
Filed2026-05-21
FLR
-12.78%FLUOR CORP COM
Shares8.2K
Event2026-03-31
Filed2026-05-21
TGT
12.54%TARGET CORP COM
Shares3.2K
Event2026-03-31
Filed2026-05-21
TCBI
0.00%TEXAS CAP BANCSHARES INC COM
Shares4.0K
Event2026-03-31
Filed2026-05-21
G
10.60%GENPACT LIMITED SHS
Shares10.2K
Event2026-03-31
Filed2026-05-21
META
-2.22%META PLATFORMS INC CL A
Shares661
Event2026-03-31
Filed2026-05-21
VBR
3.52%Vanguard U.S. Small-Cap Value
Shares1.7K
Event2026-03-31
Filed2026-05-21
ZM
-74.87%ZOOM COMMUNICATIONS INC CL A
Shares4.7K
Event2026-03-31
Filed2026-05-21
ADT
-52.27%ADT INC DEL COM
Shares57.1K
Event2026-03-31
Filed2026-05-21
EFX
2116.30%EQUIFAX INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-21
VEEV
-16.98%VEEVA SYS INC CL A COM
Shares2.1K
Event2026-03-31
Filed2026-05-21
CCK
-1.76%CROWN HLDGS INC COM
Shares3.6K
Event2026-03-31
Filed2026-05-21
VO
0.00%Vanguard Mid-Cap ETF
Shares1.3K
Event2026-03-31
Filed2026-05-21
PINNACLE FINL PARTNERS INC COM
42.71%PINNACLE FINL PARTNERS INC COM
Shares4.0K
Event2026-03-31
Filed2026-05-21
CRBG
-43.91%COREBRIDGE FINL INC COM
Shares14.6K
Event2026-03-31
Filed2026-05-21
EW
-6.08%EDWARDS LIFESCIENCES CORP COM
Shares4.3K
Event2026-03-31
Filed2026-05-21
NDAQ
-46.32%NASDAQ INC COM
Shares4.1K
Event2026-03-31
Filed2026-05-21
MATCH GROUP INC NEW COM
-48.98%MATCH GROUP INC NEW COM
Shares11.2K
Event2026-03-31
Filed2026-05-21
DOW
461.75%DOW HLDGS INC COM
Shares8.2K
Event2026-03-31
Filed2026-05-21
UI
0.00%UBIQUITI INC COM
Shares433
Event2026-03-31
Filed2026-05-21
QQQM
5166.67%INVESCO NASDAQ 100 ETF
Shares1.4K
Event2026-03-31
Filed2026-05-21
FLJP
22.80%Franklin FTSE Japan
Shares9.3K
Event2026-03-31
Filed2026-05-21
PB
-7.97%PROSPERITY BANCSHARES INC COM
Shares5.0K
Event2026-03-31
Filed2026-05-21
DOV
0.19%DOVER CORP COM
Shares1.6K
Event2026-03-31
Filed2026-05-21
HOOD
-14.21%ROBINHOOD MKTS INC COM CL A
Shares4.8K
Event2026-03-31
Filed2026-05-21
VTR
-17.29%VENTAS INC COM
Shares4.1K
Event2026-03-31
Filed2026-05-21
IT
-10.22%GARTNER INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-21
VMI
-7.76%VALMONT INDS INC COM
Shares820
Event2026-03-31
Filed2026-05-21
VT
15.46%Vangaurd Total World Stock ETF
Shares2.4K
Event2026-03-31
Filed2026-05-21
TSLA
2.49%TESLA INC COM
Shares864
Event2026-03-31
Filed2026-05-21
CTRA
0.24%COTERRA ENERGY INC COM
Shares9.1K
Event2026-03-31
Filed2026-05-21
EQIX
268.97%EQUINIX INC COM
Shares321
Event2026-03-31
Filed2026-05-21
AEP
-2.60%AMERICAN ELEC PWR CO INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-21
AWI
-24.32%ARMSTRONG WORLD INDS INC NEW COM
Shares1.9K
Event2026-03-31
Filed2026-05-21
AGX
0.00%ARGAN INC COM
Shares566
Event2026-03-31
Filed2026-05-21
DOCU
520.40%DOCUSIGN INC COM
Shares6.4K
Event2026-03-31
Filed2026-05-21
DLTR
1.53%DOLLAR TREE INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-21
A
35.06%AGILENT TECHNOLOGIES INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-21
DFJ
26.30%WisdomTree Japan Small-Cap Dividend
Shares3.0K
Event2026-03-31
Filed2026-05-21
RBLX
-85.92%ROBLOX CORP CL A
Shares5.3K
Event2026-03-31
Filed2026-05-21
GLDM
10.19%SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares3.2K
Event2026-03-31
Filed2026-05-21
FEDERAL RLTY INVT TR NEW SH BEN INT NEW
0.39%FEDERAL RLTY INVT TR NEW SH BEN INT NEW
Shares2.8K
Event2026-03-31
Filed2026-05-21
CRM
222.49%SALESFORCE INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-21
SCHW
-9.48%SCHWAB CHARLES CORP COM
Shares3.2K
Event2026-03-31
Filed2026-05-21
DIS
-2.17%DISNEY WALT CO COM
Shares3.1K
Event2026-03-31
Filed2026-05-21
STNG
0.03%SCORPIO TANKERS INC SHS
Shares3.9K
Event2026-03-31
Filed2026-05-21
PM
3.94%PHILIP MORRIS INTL INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-21
KMI
3.18%KINDER MORGAN INC DEL COM
Shares8.6K
Event2026-03-31
Filed2026-05-21
COF
-74.74%CAPITAL ONE FINL CORP COM
Shares1.6K
Event2026-03-31
Filed2026-05-21
SPGI
-26.45%S&P GLOBAL INC COM
Shares673
Event2026-03-31
Filed2026-05-21
PYPL
-21.17%PAYPAL HLDGS INC COM
Shares6.3K
Event2026-03-31
Filed2026-05-21
MOH
8754.17%MOLINA HEALTHCARE INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-21
CMG
-25.06%CHIPOTLE MEXICAN GRILL INC COM
Shares8.6K
Event2026-03-31
Filed2026-05-21
AFG
-28.59%AMERICAN FINANCIAL GROUP INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-21
CSCO
1.55%CISCO SYS INC COM
Shares3.5K
Event2026-03-31
Filed2026-05-21
VWO
101.55%Vanguard FTSE Emerging Markets
Shares5.1K
Event2026-03-31
Filed2026-05-21
STLD
-0.07%STEEL DYNAMICS INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-21
COST
903.70%COSTCO WHOLESALE CORPORATION COM
Shares271
Event2026-03-31
Filed2026-05-21
LLY
31.98%ELI LILLY & CO COM
Shares293
Event2026-03-31
Filed2026-05-21
MCK
0.00%MCKESSON CORP COM
Shares311
Event2026-03-31
Filed2026-05-21
BKNG
-50.00%BOOKING HOLDINGS INC COM
Shares63
Event2026-03-31
Filed2026-05-21
BALL
18.36%BALL CORP COM
Shares4.5K
Event2026-03-31
Filed2026-05-21
VGLT
5.00%VANGUARD LONG-TERM TREASURY ETF
Shares4.8K
Event2026-03-31
Filed2026-05-21
SYF
-13.12%SYNCHRONY FINANCIAL COM
Shares3.9K
Event2026-03-31
Filed2026-05-21
GTM
-36.88%ZOOMINFO TECHNOLOGIES INC COMMON STOCK
Shares43.8K
Event2026-03-31
Filed2026-05-21
RGLD
0.00%ROYAL GOLD INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-21
PK
0.50%PARK HOTELS & RESORTS INC COM
Shares24.7K
Event2026-03-31
Filed2026-05-21
LULU
84500.00%LULULEMON ATHLETICA INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-21
ARMK
-5.16%ARAMARK COM
Shares6.3K
Event2026-03-31
Filed2026-05-21
TMUS
336.92%T-MOBILE US INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-21
ED
0.58%CONSOLIDATED EDISON INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-21
ADBE
37.50%ADOBE INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-21
LDOS
-11.15%LEIDOS HOLDINGS INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-21
IDXX
-1.53%IDEXX LABS INC COM
Shares451
Event2026-03-31
Filed2026-05-21
IQV
-37.07%IQVIA HLDGS INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-21
NWSA
-57.21%NEWS CORP NEW CL A
Shares10.1K
Event2026-03-31
Filed2026-05-21
AON PLC SHS CL A
235.22%AON PLC SHS CL A
Shares771
Event2026-03-31
Filed2026-05-21
AGG
NewISHARES CORE U.S. AGGREGATE BOND ETF
Shares2.5K
Event2026-03-31
Filed2026-05-21
JPM
0.72%JPMORGAN CHASE & CO COM
Shares839
Event2026-03-31
Filed2026-05-21
BURL
142.26%BURLINGTON STORES INC COM
Shares751
Event2026-03-31
Filed2026-05-21
HON
37.36%HONEYWELL INTL INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-21
MAT
-38.89%MATTEL INC COM
Shares16.5K
Event2026-03-31
Filed2026-05-21
NTRS
0.00%NORTHERN TR CORP COM
Shares1.7K
Event2026-03-31
Filed2026-05-21
MGM
-39.36%MGM RESORTS INTERNATIONAL COM
Shares6.4K
Event2026-03-31
Filed2026-05-21
WWD
0.00%WOODWARD INC COM
Shares647
Event2026-03-31
Filed2026-05-21
KMX
-20.18%CARMAX INC COM
Shares5.6K
Event2026-03-31
Filed2026-05-21
CRH PLC ORD
26.97%CRH PLC ORD
Shares2.2K
Event2026-03-31
Filed2026-05-21
OMC
-4.86%OMNICOM GROUP INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-21
PKG
0.00%PACKAGING CORP AMER COM
Shares1.1K
Event2026-03-31
Filed2026-05-21
CRUS
-2.08%CIRRUS LOGIC INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-21
J
-46.11%JACOBS SOLUTIONS INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-21
WEX
20.51%WEX INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-21
GSG
0.00%iShares GSCI Commodity Strategy
Shares6.8K
Event2026-03-31
Filed2026-05-21
BAC
-11.95%BANK OF AMER CORP COM
Shares4.5K
Event2026-03-31
Filed2026-05-21
SITE
20.79%SITEONE LANDSCAPE SUPPLY INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-21
NTNX
27.89%NUTANIX INC CL A
Shares5.8K
Event2026-03-31
Filed2026-05-21
PG
733.52%PROCTER & GAMBLE CO COM
Shares1.5K
Event2026-03-31
Filed2026-05-21
GLUE
-0.76%MONTE ROSA THERAPEUTICS INC COM
Shares13.0K
Event2026-03-31
Filed2026-05-21
HWM
0.00%HOWMET AEROSPACE INC COM
Shares923
Event2026-03-31
Filed2026-05-21
ES
37.58%EVERSOURCE ENERGY COM
Shares3.1K
Event2026-03-31
Filed2026-05-21
NNN
-4.55%NNN REIT INC COM
Shares5.0K
Event2026-03-31
Filed2026-05-21
MASI
33.37%MASIMO CORP COM
Shares1.2K
Event2026-03-31
Filed2026-05-21
DRAFTKINGS INC NEW COM CL A
-46.41%DRAFTKINGS INC NEW COM CL A
Shares9.7K
Event2026-03-31
Filed2026-05-21
CHWY
144.75%CHEWY INC CL A
Shares7.8K
Event2026-03-31
Filed2026-05-21
ILF
0.00%ISHARES LATIN AMERICA 40 ETF
Shares5.9K
Event2026-03-31
Filed2026-05-21
DOCS
34438.46%DOXIMITY INC CL A
Shares9.0K
Event2026-03-31
Filed2026-05-21
TNL
0.00%TRAVEL PLUS LEISURE CO COM
Shares3.0K
Event2026-03-31
Filed2026-05-21
FIS
451.38%FIDELITY NATL INFORMATION SVCS COM
Shares4.4K
Event2026-03-31
Filed2026-05-21
INDA
0.00%iShares India
Shares4.4K
Event2026-03-31
Filed2026-05-21
ROST
1.19%ROSS STORES INC COM
Shares938
Event2026-03-31
Filed2026-05-21
BFAM
38.28%BRIGHT HORIZONS FAM SOL IN DEL COM
Shares2.5K
Event2026-03-31
Filed2026-05-21
KEY
0.00%KEYCORP COM
Shares10.1K
Event2026-03-31
Filed2026-05-21
XOM
0.51%EXXON MOBIL CORP COM
Shares1.2K
Event2026-03-31
Filed2026-05-21
ITT INC COM
9.36%ITT INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-21
FNDC
0.00%SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
Shares4.3K
Event2026-03-31
Filed2026-05-21
UTHR
-78.92%UNITED THERAPEUTICS CORP DEL COM
Shares333
Event2026-03-31
Filed2026-05-21
S
157.08%SENTINELONE INC CL A
Shares15.3K
Event2026-03-31
Filed2026-05-21
WEBULL CORP ORD SHS
NewWEBULL CORP ORD SHS
Shares40.3K
Event2026-03-31
Filed2026-05-21
BIL
104300.00%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares2.1K
Event2026-03-31
Filed2026-05-21
VIK
0.63%VIKING HOLDINGS LTD ORD SHS
Shares2.6K
Event2026-03-31
Filed2026-05-21
ECL
-59.75%ECOLAB INC COM
Shares704
Event2026-03-31
Filed2026-05-21
MHK
129.33%MOHAWK INDS INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-21
PAYX
4493.18%PAYCHEX INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-21
IJR
5.51%ISHARES CORE S&P SMALL CAP ETF
Shares1.5K
Event2026-03-31
Filed2026-05-21
PCOR
1585.42%PROCORE TECHNOLOGIES INC COM
Shares3.2K
Event2026-03-31
Filed2026-05-21
LEN
7666.67%LENNAR CORP CL A
Shares2.1K
Event2026-03-31
Filed2026-05-21
TRMB
-21.59%TRIMBLE INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-21
ATLASSIAN CORPORATION CL A
-84.24%ATLASSIAN CORPORATION CL A
Shares2.6K
Event2026-03-31
Filed2026-05-21
MCY
0.00%MERCURY GENL CORP NEW COM
Shares2.0K
Event2026-03-31
Filed2026-05-21
CVX
8.72%CHEVRON CORPORATION COM
Shares835
Event2026-03-31
Filed2026-05-21
MTG
-45.27%MGIC INVT CORP WIS COM
Shares6.5K
Event2026-03-31
Filed2026-05-21
BLACKROCK INC COM
214.29%BLACKROCK INC COM
Shares176
Event2026-03-31
Filed2026-05-21
GTLB
-23.55%GITLAB INC CLASS A COM
Shares7.8K
Event2026-03-31
Filed2026-05-21
AR
-9.46%ANTERO RESOURCES CORP COM
Shares3.9K
Event2026-03-31
Filed2026-05-21
PLD
-7.55%PROLOGIS INC. COM
Shares1.3K
Event2026-03-31
Filed2026-05-21
VEA
96.74%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares2.6K
Event2026-03-31
Filed2026-05-21
NFLX
71.67%NETFLIX INC. COM
Shares1.7K
Event2026-03-31
Filed2026-05-21
AKAM
0.00%AKAMAI TECHNOLOGIES INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-21
TW
-26.79%TRADEWEB MKTS INC CL A
Shares1.4K
Event2026-03-31
Filed2026-05-21
PTCT
0.00%PTC THERAPEUTICS INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-21
ATI
0.91%ATI INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-21
COLB
-0.43%COLUMBIA BKG SYS INC COM
Shares5.8K
Event2026-03-31
Filed2026-05-21
USHY
549.47%iShares High Yield Bonds
Shares4.3K
Event2026-03-31
Filed2026-05-21
RBC
0.70%RBC BEARINGS INC COM
Shares288
Event2026-03-31
Filed2026-05-21
VMC
-3.58%VULCAN MATLS CO COM
Shares566
Event2026-03-31
Filed2026-05-21
VST
0.00%VISTRA CORP COM
Shares1.0K
Event2026-03-31
Filed2026-05-21
MMC
-27.42%MARSH & MCLENNAN COS INC COM
Shares868
Event2026-03-31
Filed2026-05-21
LITE
590.32%LUMENTUM HLDGS INC COM
Shares214
Event2026-03-31
Filed2026-05-21
IPGP
-1.36%IPG PHOTONICS CORP COM
Shares1.3K
Event2026-03-31
Filed2026-05-21
SON
-5.78%SONOCO PRODS CO COM
Shares2.8K
Event2026-03-31
Filed2026-05-21
CRS
9.88%CARPENTER TECHNOLOGY CORP COM
Shares378
Event2026-03-31
Filed2026-05-21
NOC
0.93%NORTHROP GRUMMAN CORP COM
Shares218
Event2026-03-31
Filed2026-05-21
VLY
0.00%VALLEY NATL BANCORP COM
Shares12.0K
Event2026-03-31
Filed2026-05-21
OXY
9704.35%OCCIDENTAL PETE CORP COM
Shares2.3K
Event2026-03-31
Filed2026-05-21
ISHARES GOLD TRUST
1108.76%ISHARES GOLD TRUST
Shares1.7K
Event2026-03-31
Filed2026-05-21
USB
0.51%US BANCORP COM NEW
Shares2.8K
Event2026-03-31
Filed2026-05-21
CCL
NewCARNIVAL CORP COMMON STOCK
Shares5.5K
Event2026-03-31
Filed2026-05-21
GRAL
-7.53%GRAIL INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-21
ALLE
-19.82%ALLEGION PLC ORD SHS
Shares967
Event2026-03-31
Filed2026-05-21
FN
0.00%FABRINET SHS
Shares269
Event2026-03-31
Filed2026-05-21
CMF
0.00%ISHARES CALIFORNIA MUNI BOND ETF
Shares2.5K
Event2026-03-31
Filed2026-05-21
CMCSA
436.19%COMCAST CORP NEW CL A
Shares4.9K
Event2026-03-31
Filed2026-05-21
WELL
3.82%WELLTOWER INC COM
Shares707
Event2026-03-31
Filed2026-05-21
CRDO
-0.93%CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
Shares1.5K
Event2026-03-31
Filed2026-05-21
BTU
0.00%PEABODY ENERGY CORP COM
Shares4.2K
Event2026-03-31
Filed2026-05-21
UBER
-4.07%UBER TECHNOLOGIES INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-21
SN
0.46%SHARKNINJA INC COM SHS
Shares1.3K
Event2026-03-31
Filed2026-05-21
BUNGE GLOBAL SA COM SHS
0.00%BUNGE GLOBAL SA COM SHS
Shares1.1K
Event2026-03-31
Filed2026-05-21
MMM
-88.54%3M CO COM
Shares945
Event2026-03-31
Filed2026-05-21
NTAP
-37.34%NETAPP INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-21
DECK
113.68%DECKERS OUTDOOR CORP COM
Shares1.4K
Event2026-03-31
Filed2026-05-21
ENVA
0.10%ENOVA INTL INC COM
Shares989
Event2026-03-31
Filed2026-05-21
NOV
0.00%NOV INC COM
Shares7.1K
Event2026-03-31
Filed2026-05-21
SIRIUSXM HOLDINGS INC COMMON STOCK
-56.38%SIRIUSXM HOLDINGS INC COMMON STOCK
Shares5.8K
Event2026-03-31
Filed2026-05-21
KDP
-84.41%KEURIG DR PEPPER INC COM
Shares5.0K
Event2026-03-31
Filed2026-05-21
CHRD
-45.28%CHORD ENERGY CORPORATION COM NEW
Shares934
Event2026-03-31
Filed2026-05-21
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
1.51%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares336
Event2026-03-31
Filed2026-05-21
HST
12.90%HOST HOTELS & RESORTS INC COM
Shares6.9K
Event2026-03-31
Filed2026-05-21
HCA
-23.90%HCA HEALTHCARE INC COM
Shares277
Event2026-03-31
Filed2026-05-21
CMDY
-3.09%iShares BBG Commodity Select Strategy
Shares2.2K
Event2026-03-31
Filed2026-05-21
AMP
-66.40%AMERIPRISE FINL INC COM
Shares294
Event2026-03-31
Filed2026-05-21
MCD
7.97%MCDONALDS CORP COM
Shares420
Event2026-03-31
Filed2026-05-21
GPC
2298.04%GENUINE PARTS CO COM
Shares1.2K
Event2026-03-31
Filed2026-05-21
ROP
-78.58%ROPER TECHNOLOGIES INC COM
Shares365
Event2026-03-31
Filed2026-05-21
MO
16.36%ALTRIA GROUP INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-21
HTO
-9.40%H2O AMERICA COM
Shares2.2K
Event2026-03-31
Filed2026-05-21
ESTC
-82.25%ELASTIC N V ORD SHS
Shares2.6K
Event2026-03-31
Filed2026-05-21
EATON CORP PLC SHS
-2.73%EATON CORP PLC SHS
Shares356
Event2026-03-31
Filed2026-05-21
LEA
0.19%LEAR CORP COM NEW
Shares1.0K
Event2026-03-31
Filed2026-05-21
SRPT
-31.36%SAREPTA THERAPEUTICS INC COM
Shares5.8K
Event2026-03-31
Filed2026-05-21
LUCID GROUP INC COM NEW
NewLUCID GROUP INC COM NEW
Shares13.2K
Event2026-03-31
Filed2026-05-21
PCTY
-38.10%PAYLOCITY HLDG CORP COM
Shares1.2K
Event2026-03-31
Filed2026-05-21
BC
0.00%BRUNSWICK CORP COM
Shares1.7K
Event2026-03-31
Filed2026-05-21
AXTA
1.90%AXALTA COATING SYS LTD COM
Shares4.5K
Event2026-03-31
Filed2026-05-21
TREX
24.65%TREX INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-21
PFE
19.80%PFIZER INC COM
Shares4.4K
Event2026-03-31
Filed2026-05-21
TENB
456.34%TENABLE HLDGS INC COM
Shares7.2K
Event2026-03-31
Filed2026-05-21
AMD
3.80%ADVANCED MICRO DEVICES INC COM
Shares601
Event2026-03-31
Filed2026-05-21
THE CIGNA GROUP COM
-37.67%THE CIGNA GROUP COM
Shares455
Event2026-03-31
Filed2026-05-21
BBWI
-45.55%BATH & BODY WORKS INC COM
Shares6.5K
Event2026-03-31
Filed2026-05-21
ACMR
0.00%ACM RESH INC COM CL A
Shares3.1K
Event2026-03-31
Filed2026-05-21
MCO
537.21%MOODYS CORP COM
Shares274
Event2026-03-31
Filed2026-05-21
GFS
0.41%GLOBALFOUNDRIES INC ORDINARY SHARES
Shares2.7K
Event2026-03-31
Filed2026-05-21
OOMA
8.27%OOMA INC COM
Shares8.2K
Event2026-03-31
Filed2026-05-21
PFG
-43.06%PRINCIPAL FINANCIAL GROUP INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-21
SHY
0.49%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares1.4K
Event2026-03-31
Filed2026-05-21
NTB
0.00%BANK OF N T BUTTERFIELD & SON SHS NEW
Shares2.2K
Event2026-03-31
Filed2026-05-21
UNH
7.71%UNITEDHEALTH GROUP INC COM
Shares433
Event2026-03-31
Filed2026-05-21
FERGUSON ENTERPRISES INC COMMON STOCK NEW
-5.88%FERGUSON ENTERPRISES INC COMMON STOCK NEW
Shares496
Event2026-03-31
Filed2026-05-21
DHI
-68.91%D R HORTON INC COM
Shares842
Event2026-03-31
Filed2026-05-21
PHM
1.89%PULTE GROUP INC COM
Shares971
Event2026-03-31
Filed2026-05-21
DXCM
-14.97%DEXCOM INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-21
PCAR
0.61%PACCAR INC COM
Shares985
Event2026-03-31
Filed2026-05-21
CR
-26.06%CRANE COMPANY COMMON STOCK
Shares664
Event2026-03-31
Filed2026-05-21
CMPR
0.00%CIMPRESS PLC SHS EURO
Shares1.6K
Event2026-03-31
Filed2026-05-21
TDOC
NewTELADOC HEALTH INC COM
Shares20.7K
Event2026-03-31
Filed2026-05-21
CAT
3.92%CATERPILLAR INC COM
Shares159
Event2026-03-31
Filed2026-05-21
MEDTRONIC PLC SHS
-76.97%MEDTRONIC PLC SHS
Shares1.3K
Event2026-03-31
Filed2026-05-21
LYB
36.56%LYONDELLBASELL INDUSTRIES NV SHS - A -
Shares1.4K
Event2026-03-31
Filed2026-05-21
FR
0.00%FIRST INDL RLTY TR INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-21
TXG
0.00%10X GENOMICS INC CL A COM
Shares5.2K
Event2026-03-31
Filed2026-05-21
PSTG
-26.57%EVERPURE INC CL A
Shares1.9K
Event2026-03-31
Filed2026-05-21
FRPT
1.30%FRESHPET INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-21
AMTM
-0.17%AMENTUM HOLDINGS INC COM
Shares4.2K
Event2026-03-31
Filed2026-05-21
EXR
-59.78%EXTRA SPACE STORAGE INC COM
Shares837
Event2026-03-31
Filed2026-05-21
OIS
0.00%OIL STS INTL INC COM
Shares9.4K
Event2026-03-31
Filed2026-05-21
WEN
-75.09%WENDYS CO COM
Shares15.7K
Event2026-03-31
Filed2026-05-21
NE
0.00%NOBLE CORP PLC ORD SHS A
Shares2.2K
Event2026-03-31
Filed2026-05-21
CACI
0.00%CACI INTL INC CL A
Shares199
Event2026-03-31
Filed2026-05-21
APPN
213.37%APPIAN CORP CL A
Shares4.4K
Event2026-03-31
Filed2026-05-21
SYK
1192.00%STRYKER CORPORATION COM
Shares323
Event2026-03-31
Filed2026-05-21
MORN
-32.65%MORNINGSTAR INC COM
Shares627
Event2026-03-31
Filed2026-05-21
PODD
9980.00%INSULET CORP COM
Shares504
Event2026-03-31
Filed2026-05-21
NWE
0.50%NORTHWESTERN ENERGY GROUP INC COM NEW
Shares1.6K
Event2026-03-31
Filed2026-05-21
CGNX
12.49%COGNEX CORP COM
Shares2.2K
Event2026-03-31
Filed2026-05-21
EPR
-21.50%EPR PPTYS COM SH BEN INT
Shares2.1K
Event2026-03-31
Filed2026-05-21
ONTO
0.00%ONTO INNOVATION INC COM
Shares511
Event2026-03-31
Filed2026-05-21
PBF
0.00%PBF ENERGY INC CL A
Shares2.2K
Event2026-03-31
Filed2026-05-21
DPZ
284.00%DOMINOS PIZZA INC COM
Shares288
Event2026-03-31
Filed2026-05-21
AIT
-7.19%APPLIED INDL TECHNOLOGIES INC COM
Shares387
Event2026-03-31
Filed2026-05-21
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
3620.97%BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
Shares2.3K
Event2026-03-31
Filed2026-05-21
CVS
-62.00%CVS HEALTH CORP COM
Shares1.4K
Event2026-03-31
Filed2026-05-21
V
38.93%VISA INC COM CL A
Shares339
Event2026-03-31
Filed2026-05-21
ABCB
-13.65%AMERIS BANCORP COM
Shares1.3K
Event2026-03-31
Filed2026-05-21
ADI
1.29%ANALOG DEVICES INC COM
Shares315
Event2026-03-31
Filed2026-05-21
NTCT
0.29%NETSCOUT SYS INC COM
Shares3.1K
Event2026-03-31
Filed2026-05-21
FNF
-55.80%FIDELITY NATL FINL INC COM SHS
Shares2.2K
Event2026-03-31
Filed2026-05-21
NXDR
-19.65%NEXTDOOR HOLDINGS INC COM CL A
Shares71.3K
Event2026-03-31
Filed2026-05-21
APA CORPORATION COM
0.00%APA CORPORATION COM
Shares2.3K
Event2026-03-31
Filed2026-05-21
MUSA
-55.18%MURPHY USA INC COM
Shares199
Event2026-03-31
Filed2026-05-21
KKR & CO INC COM
3440.00%KKR & CO INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-21
LINE
80.83%LINEAGE INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-21
EA
0.43%ELECTRONIC ARTS INC COM
Shares470
Event2026-03-31
Filed2026-05-21
BKH
1.10%BLACK HILLS CORP COM
Shares1.4K
Event2026-03-31
Filed2026-05-21
HAE
-0.65%HAEMONETICS CORP MASS COM
Shares1.7K
Event2026-03-31
Filed2026-05-21
RTX
2.31%RTX CORPORATION COM
Shares487
Event2026-03-31
Filed2026-05-21
KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A
0.00%KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A
Shares1.9K
Event2026-03-31
Filed2026-05-21
SFM
2497.83%SPROUTS FMRS MKT INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-21
OMF
49.74%ONEMAIN HLDGS INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-21
DAR
123.79%DARLING INGREDIENTS INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-21
STERIS PLC SHS USD
-70.20%STERIS PLC SHS USD
Shares413
Event2026-03-31
Filed2026-05-21
KEYS
14.13%KEYSIGHT TECHNOLOGIES INC COM
Shares323
Event2026-03-31
Filed2026-05-21
FTRE
140.19%FORTREA HLDGS INC COMMON STOCK
Shares9.7K
Event2026-03-31
Filed2026-05-21
MOS
80.98%MOSAIC CO COM
Shares3.6K
Event2026-03-31
Filed2026-05-21
ORCL
-73.51%ORACLE CORP COM
Shares613
Event2026-03-31
Filed2026-05-21
FRSH
76.88%FRESHWORKS INC CLASS A COM
Shares11.2K
Event2026-03-31
Filed2026-05-21
MELI
477.78%MERCADOLIBRE INC COM
Shares52
Event2026-03-31
Filed2026-05-21
REYN
-47.14%REYNOLDS CONSUMER PRODS INC COM
Shares4.2K
Event2026-03-31
Filed2026-05-21
SYY
0.32%SYSCO CORP COM
Shares1.3K
Event2026-03-31
Filed2026-05-21
TFC
-3.14%TRUIST FINL CORP COM
Shares1.9K
Event2026-03-31
Filed2026-05-21
LFUS
0.38%LITTELFUSE INC COM
Shares263
Event2026-03-31
Filed2026-05-21
SLB
2.36%SLB LIMITED COM STK
Shares1.7K
Event2026-03-31
Filed2026-05-21
BAND
2.67%BANDWIDTH INC COM CL A
Shares5.0K
Event2026-03-31
Filed2026-05-21
PPC
-30.44%PILGRIMS PRIDE CORP COM
Shares2.3K
Event2026-03-31
Filed2026-05-21
W
-44.78%WAYFAIR INC CL A
Shares1.2K
Event2026-03-31
Filed2026-05-21
EWBC
1.75%EAST WEST BANCORP INC COM
Shares815
Event2026-03-31
Filed2026-05-21
AMC ENTMT HLDGS INC CL A NEW
244580.56%AMC ENTMT HLDGS INC CL A NEW
Shares88.1K
Event2026-03-31
Filed2026-05-21
JXN
-7.91%JACKSON FINANCIAL INC COM CL A
Shares815
Event2026-03-31
Filed2026-05-21
CSTM
0.00%CONSTELLIUM SE CL A SHS
Shares3.5K
Event2026-03-31
Filed2026-05-21
ISRG
431.43%INTUITIVE SURGICAL INC COM NEW
Shares186
Event2026-03-31
Filed2026-05-21
KLAC
0.00%KLA CORP COM NEW
Shares58
Event2026-03-31
Filed2026-05-21
STRL
0.00%STERLING INFRASTRUCTURE INC COM
Shares208
Event2026-03-31
Filed2026-05-21
BYND
NewBEYOND MEAT INC COM
Shares120.0K
Event2026-03-31
Filed2026-05-21
ALSN
0.00%ALLISON TRANSMISSION HLDGS INC COM
Shares719
Event2026-03-31
Filed2026-05-21
YETI
0.00%YETI HLDGS INC COM
Shares2.3K
Event2026-03-31
Filed2026-05-21
MRP
0.00%MILLROSE PPTYS INC COM CL A
Shares3.0K
Event2026-03-31
Filed2026-05-21
VGIT
0.43%VANGUARD INTERMEDIATE-TERM TREASURY ETF
Shares1.4K
Event2026-03-31
Filed2026-05-21
FI
-0.20%FISERV INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-21
AX
0.00%AXOS FINANCIAL INC COM
Shares975
Event2026-03-31
Filed2026-05-21
NET
14.53%CLOUDFLARE INC CL A COM
Shares402
Event2026-03-31
Filed2026-05-21
ADSK
-90.33%AUTODESK INC COM
Shares344
Event2026-03-31
Filed2026-05-21
VERSANT MEDIA GROUP INC COM CL A
NewVERSANT MEDIA GROUP INC COM CL A
Shares2.2K
Event2026-03-31
Filed2026-05-21
HBAN
-86.65%HUNTINGTON BANCSHARES INC COM
Shares5.2K
Event2026-03-31
Filed2026-05-21
CORPAY INC COM SHS
-0.71%CORPAY INC COM SHS
Shares279
Event2026-03-31
Filed2026-05-21
CFFN
0.04%CAPITOL FED FINL INC COM
Shares11.2K
Event2026-03-31
Filed2026-05-21
HUBS
-88.29%HUBSPOT INC COM
Shares326
Event2026-03-31
Filed2026-05-21
ABT
92.77%ABBOTT LABORATORIES COM
Shares773
Event2026-03-31
Filed2026-05-21
FHB
-25.31%FIRST HAWAIIAN INC COM
Shares3.2K
Event2026-03-31
Filed2026-05-21
COKE
0.00%COCA COLA CONS INC COM
Shares409
Event2026-03-31
Filed2026-05-21
APTIV PLC COM SHS
-21.91%APTIV PLC COM SHS
Shares1.1K
Event2026-03-31
Filed2026-05-21
PHR
2016.59%PHREESIA INC COM
Shares9.3K
Event2026-03-31
Filed2026-05-21
IRWD
0.10%IRONWOOD PHARMACEUTICALS INC COM CL A
Shares22.1K
Event2026-03-31
Filed2026-05-21
IEFA
0.00%ISHARES CORE MSCI EAFE ETF
Shares853
Event2026-03-31
Filed2026-05-21
IEX
0.00%IDEX CORP COM
Shares407
Event2026-03-31
Filed2026-05-21
HUN
40.26%HUNTSMAN CORP COM
Shares5.8K
Event2026-03-31
Filed2026-05-21
BIOHAVEN LTD COM
31.66%BIOHAVEN LTD COM
Shares9.0K
Event2026-03-31
Filed2026-05-21
LIBERTY GLOBAL LTD COM CL A
-28.14%LIBERTY GLOBAL LTD COM CL A
Shares6.3K
Event2026-03-31
Filed2026-05-21
BBY
-91.69%BEST BUY INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-21
IGF
NewISHARES GLOBAL INFRASTRUCTURE ETF
Shares1.1K
Event2026-03-31
Filed2026-05-21
BR
465.85%BROADRIDGE FINL SOLUTIONS INC COM
Shares464
Event2026-03-31
Filed2026-05-21
REG
-33.73%REGENCY CTRS CORP COM
Shares992
Event2026-03-31
Filed2026-05-21
TIP
-5.84%ISHARES TIPS BOND ETF
Shares677
Event2026-03-31
Filed2026-05-21
AN
-36.96%AUTONATION INC COM
Shares377
Event2026-03-31
Filed2026-05-21
CRCL
1728.57%CIRCLE INTERNET GROUP INC COM CL A
Shares768
Event2026-03-31
Filed2026-05-21
IVE
0.00%ISHARES S&P 500 VALUE ETF
Shares345
Event2026-03-31
Filed2026-05-21
COEUR MNG INC COM NEW
0.10%COEUR MNG INC COM NEW
Shares3.9K
Event2026-03-31
Filed2026-05-21
GS
0.00%GOLDMAN SACHS GROUP INC COM
Shares85
Event2026-03-31
Filed2026-05-21
GILD
8.19%GILEAD SCIENCES INC COM
Shares515
Event2026-03-31
Filed2026-05-21
ET
0.00%ENERGY TRANSFER L P COM UT LTD PTN
Shares3.7K
Event2026-03-31
Filed2026-05-21
PAG
-72.02%PENSKE AUTOMOTIVE GRP INC COM
Shares479
Event2026-03-31
Filed2026-05-21
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available