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The Analysis of Evercore Wealth Management, LLC's Holdings & P&L

Currently, Evercore Wealth Management, LLC holds 418 types of securities in its portfolio with a total value $6.4B. In the most recent quarter, they have increased their positions in SPOT (+150.9K shares, valued at $73.2M), VEU (+217.9K shares, valued at $16.4M), SN (+132.7K shares, valued at $14.1M); decreased their positions in CDW (-446.4K shares, valued at $54.0M), FIX (-20.9K shares, valued at $28.9M), N/A (-65.6K shares, valued at $18.8M); initiated new positions in VOYG (+63.5K shares, valued at $1.5M), VLO (+1.1K shares, valued at $280.7K), FCX (+4.5K shares, valued at $267.0K).

1M P&L

+48.1M+0.82%

3M P&L

+93.3M+1.60%

HY P&L

+307.5M+5.48%

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/A645.2M

11.5%

2Semiconductors439.7M

7.8%

3Consumer Electronics428.6M

7.6%

Top Industries by Stock Count

1N/A104 stocks

27.5%

2Specialty Industrial Machinery12 stocks

3.2%

3Software - Application11 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC1.5M shares-4.58%2026-03-312026-05-15

NVDA NVIDIA CORPORATION2.2M shares-3.62%2026-03-312026-05-15

MSFT MICROSOFT CORP784.2K shares-3.37%2026-03-312026-05-15

ALPHABET INC ALPHABET INC887.4K shares-6.88%2026-03-312026-05-15

AMZN AMAZON COM INC1.1M shares-1.97%2026-03-312026-05-15

ALPHABET INC ALPHABET INC714.0K shares-4.97%2026-03-312026-05-15

MA MASTERCARD INCORPORATED392.1K shares-1.78%2026-03-312026-05-15

MS MORGAN STANLEY1.2M shares-3.22%2026-03-312026-05-15

Sponsored

FIX COMFORT SYS USA INC134.3K shares-13.48%2026-03-312026-05-15

AZO AUTOZONE INC51.4K shares-1.03%2026-03-312026-05-15

WMB WILLIAMS COS INC2.4M shares-3.60%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO532.1K shares-9.35%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC1.3M shares2.17%2026-03-312026-05-15

HD HOME DEPOT INC432.2K shares-1.84%2026-03-312026-05-15

CB CHUBB LTD SWITZ420.6K shares-2.07%2026-03-312026-05-15

CBRE CBRE GROUP INC987.1K shares-0.99%2026-03-312026-05-15

Sponsored

TMO THERMO FISHER SCIENTIFIC INC266.8K shares-2.91%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL257.7K shares-3.30%2026-03-312026-05-15

VIK VIKING HOLDINGS LTD1.7M shares0.87%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC106.2K shares-2.21%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION100.1K shares-1.10%2026-03-312026-05-15

DLN WISDOMTREE TR1.0M shares1.22%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC1.2M shares6.29%2026-03-312026-05-15

EOG EOG RES INC549.2K shares-0.55%2026-03-312026-05-15

Sponsored

GNRC GENERAC HLDGS INC386.1K shares-2.24%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T115.7K shares-0.75%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS125.5K shares15.48%2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A151.4K shares31048.56%2026-03-312026-05-15

SN SHARKNINJA INC670.4K shares24.69%2026-03-312026-05-15

BLDR BUILDERS FIRSTSOURCE INC802.7K shares-2.04%2026-03-312026-05-15

PGR PROGRESSIVE CORP317.4K shares14.47%2026-03-312026-05-15

AMT AMERICAN TOWER CORP346.1K shares-3.18%2026-03-312026-05-15

Sponsored

ARCC ARES CAPITAL CORP3.1M shares6.22%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR620.6K shares-0.81%2026-03-312026-05-15

CROX CROCS INC638.1K shares-0.02%2026-03-312026-05-15

IVV ISHARES TR79.9K shares1.69%2026-03-312026-05-15

ADBE ADOBE INC202.9K shares-3.68%2026-03-312026-05-15

DXJ WISDOMTREE TR307.6K shares6.20%2026-03-312026-05-15

MELI MERCADOLIBRE INC26.6K shares12.67%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F601.2K shares56.86%2026-03-312026-05-15

Sponsored

TJX TJX COS INC NEW271.9K shares-11.16%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR775.6K shares9.30%2026-03-312026-05-15

GLDM WORLD GOLD TR394.9K shares11.58%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON133.1K shares-14.84%2026-03-312026-05-15

GLD SPDR GOLD TR72.3K shares-2.04%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO95.5K shares-3.38%2026-03-312026-05-15

CVX CHEVRON CORPORATION144.5K shares-6.14%2026-03-312026-05-15

IWF ISHARES TR59.7K shares-3.14%2026-03-312026-05-15

Sponsored

LLY ELI LILLY & CO27.1K shares-22.36%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC84.7K shares-21.62%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND97.0K shares-26.97%2026-03-312026-05-15

ABBV ABBVIE INC81.9K shares-2.41%2026-03-312026-05-15

EFA ISHARES TR179.2K shares-0.70%2026-03-312026-05-15

NEE NEXTERA ENERGY INC174.9K shares1.27%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS240.3K shares9.73%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS62.8K shares9.02%2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC175.2K shares-3.88%2026-03-312026-05-15

TSLA TESLA INC36.1K shares-0.89%2026-03-312026-05-15

PEP PEPSICO INC83.7K shares-9.32%2026-03-312026-05-15

XOM EXXON MOBIL CORP75.6K shares-7.06%2026-03-312026-05-15

ROP ROPER TECHNOLOGIES INC35.7K shares-8.18%2026-03-312026-05-15

MCK MCKESSON CORP14.0K shares-0.92%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F208.8K shares46.93%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T58.5K shares13.62%2026-03-312026-05-15

Sponsored

IWB ISHARES TR31.5K shares123.21%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F135.2K shares87.50%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN54.4K shares-1.04%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC91.8K shares-1.40%2026-03-312026-05-15

MCD MCDONALDS CORP34.8K shares-8.47%2026-03-312026-05-15

RTX RTX CORPORATION55.1K shares-14.31%2026-03-312026-05-15

KO COCA COLA CO134.5K shares-0.30%2026-03-312026-05-15

V VISA INC33.6K shares-3.85%2026-03-312026-05-15

Sponsored

BROADCOM INC BROADCOM INC31.9K shares-1.92%2026-03-312026-05-15

SYK STRYKER CORPORATION30.0K shares-0.33%2026-03-312026-05-15

IJH ISHARES TR145.2K shares-4.65%2026-03-312026-05-15

WMT WALMART INC78.3K shares-1.34%2026-03-312026-05-15

IWM ISHARES TR38.9K shares-0.38%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 4015.4K shares-1.09%2026-03-312026-05-15

ABT ABBOTT LABORATORIES87.8K shares-10.30%2026-03-312026-05-15

PG PROCTER & GAMBLE CO61.7K shares-8.14%2026-03-312026-05-15

Sponsored

ORCL ORACLE CORP60.0K shares-2.16%2026-03-312026-05-15

JBL JABIL INC32.8K shares-8.49%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L220.0K shares1.60%2026-03-312026-05-15

AMAT APPLIED MATLS INC23.4K shares-2.17%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL11 shares0.00%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR58.8K shares-7.55%2026-03-312026-05-15

TXN TEXAS INSTRS INC40.0K shares-6.84%2026-03-312026-05-15

MPLX MPLX LP132.1K shares0.00%2026-03-312026-05-15

Sponsored

LOW LOWES COS INC31.8K shares-1.48%2026-03-312026-05-15

APH AMPHENOL CORP55.8K shares-8.99%2026-03-312026-05-15

CAT CATERPILLAR INC8.9K shares-0.75%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR42.9K shares-8.12%2026-03-312026-05-15

AMGN AMGEN INC17.8K shares-0.59%2026-03-312026-05-15

IVW ISHARES TR54.6K shares0.00%2026-03-312026-05-15

VTI VANGUARD INDEX FDS18.7K shares0.01%2026-03-312026-05-15

VB VANGUARD INDEX FDS22.7K shares-0.01%2026-03-312026-05-15

Sponsored

IBIT ISHARES BITCOIN TRUST ETF150.8K shares23.38%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC21.4K shares-0.02%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR9.6K shares9.51%2026-03-312026-05-15

ECL ECOLAB INC20.7K shares-0.41%2026-03-312026-05-15

NET CLOUDFLARE INC25.6K shares0.00%2026-03-312026-05-15

CHKP CHECK POINT SOFTWARE TECH LT36.2K shares-0.07%2026-03-312026-05-15

UNP UNION PAC CORP19.7K shares-0.70%2026-03-312026-05-15

CRM SALESFORCE INC24.7K shares-0.79%2026-03-312026-05-15

Sponsored

PLTR PALANTIR TECHNOLOGIES INC31.1K shares-6.90%2026-03-312026-05-15

VUG VANGUARD INDEX FDS10.2K shares0.00%2026-03-312026-05-15

VO VANGUARD INDEX FDS15.5K shares13.96%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC5.2K shares0.00%2026-03-312026-05-15

IJR ISHARES TR33.9K shares1.34%2026-03-312026-05-15

VV VANGUARD INDEX FDS14.1K shares0.00%2026-03-312026-05-15

SPTM SPDR SERIES TRUST52.6K shares9.41%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC24.9K shares-3.88%2026-03-312026-05-15

Sponsored

DHR DANAHER CORP DEL21.7K shares-1.65%2026-03-312026-05-15

AGG ISHARES TR41.3K shares0.99%2026-03-312026-05-15

EMR EMERSON ELEC CO29.9K shares-2.61%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO12.7K shares-8.85%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC41.1K shares-0.15%2026-03-312026-05-15

HON HONEYWELL INTL INC16.4K shares-5.65%2026-03-312026-05-15

META META PLATFORMS INC6.3K shares0.00%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR71.5K shares-2.32%2026-03-312026-05-15

Sponsored

IVE ISHARES TR16.7K shares0.00%2026-03-312026-05-15

DIS DISNEY WALT CO35.7K shares-4.94%2026-03-312026-05-15

NFLX NETFLIX INC.35.7K shares-2.32%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW24.1K shares-2.05%2026-03-312026-05-15

WFC WELLS FARGO & CO38.5K shares0.00%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC10.4K shares-0.95%2026-03-312026-05-15

GEV GE VERNOVA INC3.5K shares0.81%2026-03-312026-05-15

CHD CHURCH & DWIGHT CO INC31.9K shares-5.36%2026-03-312026-05-15

Sponsored

IWR ISHARES TR30.2K shares-1.08%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE10.3K shares-0.37%2026-03-312026-05-15

AFL AFLAC INC26.3K shares-1.13%2026-03-312026-05-15

PFE PFIZER INC101.7K shares-4.97%2026-03-312026-05-15

IDXX IDEXX LABS INC5.0K shares0.00%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP4.6K shares0.00%2026-03-312026-05-15

MTD METTLER TOLEDO INTERNATIONAL2.2K shares-0.68%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN17.1K shares-1.02%2026-03-312026-05-15

Sponsored

CSR CENTERSPACE45.8K shares-1.62%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS12.2K shares-0.81%2026-03-312026-05-15

AAXJ ISHARES TR26.0K shares0.00%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR21.9K shares-12.33%2026-03-312026-05-15

QCOM QUALCOMM INC18.3K shares3.51%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP2.6K shares-11.46%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR14.3K shares0.70%2026-03-312026-05-15

BAC BANK AMERICA CORP47.3K shares-6.33%2026-03-312026-05-15

Sponsored

RPM RPM INTL INC22.8K shares-28.56%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC25.7K shares-0.24%2026-03-312026-05-15

IWD ISHARES TR10.4K shares-2.05%2026-03-312026-05-15

VGT VANGUARD WORLD FD3.2K shares0.00%2026-03-312026-05-15

PSX PHILLIPS 6612.0K shares-0.38%2026-03-312026-05-15

BA BOEING CO11.0K shares-5.09%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR19.5K shares0.00%2026-03-312026-05-15

DVY ISHARES TR14.2K shares-2.24%2026-03-312026-05-15

Sponsored

GLW CORNING INC15.7K shares-1.43%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO24.1K shares-7.66%2026-03-312026-05-15

SBUX STARBUCKS CORP22.9K shares-6.61%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR33.4K shares-0.65%2026-03-312026-05-15

YUM YUM BRANDS INC12.9K shares-3.01%2026-03-312026-05-15

NKE NIKE INC37.8K shares-10.92%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F14.3K shares14.22%2026-03-312026-05-15

IEFA ISHARES TR21.3K shares8.59%2026-03-312026-05-15

Sponsored

TGT TARGET CORP15.3K shares-13.08%2026-03-312026-05-15

OEF ISHARES TR5.8K shares-1.11%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW5.6K shares-2.64%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL53.1K shares0.00%2026-03-312026-05-15

MMM 3M CO12.2K shares-0.06%2026-03-312026-05-15

SUSA ISHARES TR13.4K shares-1.14%2026-03-312026-05-15

DBEF DBX ETF TR35.6K shares0.00%2026-03-312026-05-15

OTIS OTIS WORLDWIDE CORP21.5K shares-15.37%2026-03-312026-05-15

Sponsored

ADI ANALOG DEVICES INC5.2K shares0.00%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC7.9K shares-3.10%2026-03-312026-05-15

IEMG ISHARES INC23.2K shares8.14%2026-03-312026-05-15

SON SONOCO PRODS CO29.8K shares-15.57%2026-03-312026-05-15

WM WASTE MGMT INC DEL7.0K shares0.00%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC4.6K shares0.00%2026-03-312026-05-15

IWV ISHARES TR4.2K shares0.00%2026-03-312026-05-15

SYY SYSCO CORP21.8K shares0.00%2026-03-312026-05-15

Sponsored

SCHW SCHWAB CHARLES CORP16.5K shares-90.28%2026-03-312026-05-15

XLB SELECT SECTOR SPDR TR30.3K shares-12.40%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR18.2K shares-19.87%2026-03-312026-05-15

GILD GILEAD SCIENCES INC10.7K shares-2.39%2026-03-312026-05-15

XAR SPDR SERIES TRUST5.9K shares62.05%2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION26.4K shares-46.18%2026-03-312026-05-15

VOYG VOYAGER TECHNOLOGIES INC63.5K sharesnew addition2026-03-312026-05-15

HDV ISHARES TR10.8K shares-25.93%2026-03-312026-05-15

Sponsored

INTC INTEL CORP32.9K shares-8.84%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T31.2K shares0.00%2026-03-312026-05-15

SEI SOLARIS ENERGY INFRAS INC25.0K shares0.00%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC8.0K shares0.00%2026-03-312026-05-15

EQIX EQUINIX INC1.4K shares0.00%2026-03-312026-05-15

ZTS ZOETIS INC11.7K shares2.07%2026-03-312026-05-15

DOV DOVER CORP6.6K shares-5.94%2026-03-312026-05-15

AYI ACUITY INC4.9K shares-0.06%2026-03-312026-05-15

Sponsored

COP CONOCOPHILLIPS10.3K shares-13.32%2026-03-312026-05-15

CDW CDW CORP11.2K shares-97.56%2026-03-312026-05-15

NXPI NXP SEMICONDUCTORS N V6.8K shares-3.18%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO21.6K shares-3.25%2026-03-312026-05-15

SLV ISHARES SILVER TR19.2K shares-40.17%2026-03-312026-05-15

ATR APTARGROUP INC10.4K shares0.00%2026-03-312026-05-15

VOOV VANGUARD ADMIRAL FDS INC6.3K shares0.00%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC6.3K shares-6.27%2026-03-312026-05-15

Sponsored

SPGI S&P GLOBAL INC3.0K shares-5.59%2026-03-312026-05-15

PWV INVESCO EXCHANGE TRADED FD T17.8K shares0.00%2026-03-312026-05-15

ENB ENBRIDGE INC22.8K shares-4.16%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC3.7K shares-4.67%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC12.4K shares-17.32%2026-03-312026-05-15

USB US BANCORP23.3K shares-0.53%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC20.3K shares-12.58%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC3.2K shares0.00%2026-03-312026-05-15

Sponsored

J JACOBS SOLUTIONS INC8.8K shares0.00%2026-03-312026-05-15

TPL TEXAS PACIFIC LAND CORPORATI2.3K shares0.00%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.2K shares-1.14%2026-03-312026-05-15

BDX BECTON DICKINSON & CO7.0K shares175.69%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR37.1K shares0.00%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP5.0K shares0.00%2026-03-312026-05-15

DE DEERE & CO1.8K shares0.00%2026-03-312026-05-15

EEM ISHARES TR18.0K shares-0.51%2026-03-312026-05-15

Sponsored

DELL DELL TECHNOLOGIES INC6.2K shares-0.56%2026-03-312026-05-15

BN BROOKFIELD CORP24.7K shares-37.34%2026-03-312026-05-15

KLAC KLA CORP680 shares-4.23%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS1.3K shares6.36%2026-03-312026-05-15

GDXJ VANECK ETF TRUST8.0K shares0.00%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC19.0K shares-19.30%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC2.1K shares-0.38%2026-03-312026-05-15

CMCSA COMCAST CORP NEW32.0K shares-7.87%2026-03-312026-05-15

Sponsored

ED CONSOLIDATED EDISON INC8.1K shares-1.82%2026-03-312026-05-15

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO17.0K shares-52.97%2026-03-312026-05-15

QNITY ELECTRONICS INC QNITY ELECTRONICS INC7.8K shares-15.18%2026-03-312026-05-15

SPH SUBURBAN PROPANE PARTNERS L45.4K shares0.00%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC7.2K shares0.00%2026-03-312026-05-15

LINDE PLC LINDE PLC1.8K shares-1.35%2026-03-312026-05-15

SO SOUTHERN CO8.9K shares0.00%2026-03-312026-05-15

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC35.0K shares0.00%2026-03-312026-05-15

Sponsored

DFAX DIMENSIONAL ETF TRUST25.0K shares0.00%2026-03-312026-05-15

STERIS PLC STERIS PLC3.7K shares0.00%2026-03-312026-05-15

GBDC GOLUB CAP BDC INC62.8K shares10.25%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND1.7K shares0.00%2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP8.1K shares-2.34%2026-03-312026-05-15

PAYX PAYCHEX INC8.5K shares-2.61%2026-03-312026-05-15

CENCORA INC CENCORA INC2.4K shares0.00%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC182 shares0.00%2026-03-312026-05-15

Sponsored

AJG GALLAGHER ARTHUR J & CO3.5K shares-5.97%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.5K shares0.00%2026-03-312026-05-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC3.5K shares0.00%2026-03-312026-05-15

MO ALTRIA GROUP INC11.1K shares-16.42%2026-03-312026-05-15

WWD WOODWARD INC2.0K shares-13.64%2026-03-312026-05-15

INTU INTUIT1.6K shares75.00%2026-03-312026-05-15

EIX EDISON INTL9.5K shares1.50%2026-03-312026-05-15

MPC MARATHON PETE CORP2.8K shares-1.29%2026-03-312026-05-15

Sponsored

MSI MOTOROLA SOLUTIONS INC1.5K shares0.00%2026-03-312026-05-15

MCO MOODYS CORP1.5K shares-1.00%2026-03-312026-05-15

EFG ISHARES TR5.8K shares-0.47%2026-03-312026-05-15

CME CME GROUP INC2.2K shares0.00%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP5.3K shares0.00%2026-03-312026-05-15

CMI CUMMINS INC1.2K shares0.00%2026-03-312026-05-15

IWN ISHARES TR3.3K shares-25.00%2026-03-312026-05-15

DHI D R HORTON INC4.5K shares0.00%2026-03-312026-05-15

Sponsored

ROCKET LAB CORP ROCKET LAB CORP9.5K shares0.00%2026-03-312026-05-15

RNR RENAISSANCERE HLDGS LTD2.0K shares0.00%2026-03-312026-05-15

BHST BIOHARVEST SCIENCES INC139.5K shares0.00%2026-03-312026-05-15

BXSL BLACKSTONE SECD LENDING FD24.6K shares11.29%2026-03-312026-05-15

CSX CSX CORP14.2K shares-1.90%2026-03-312026-05-15

AWK AMERICAN WTR WKS CO INC NEW4.2K shares0.00%2026-03-312026-05-15

TMUS T-MOBILE US INC2.7K shares-0.51%2026-03-312026-05-15

TPR TAPESTRY INC4.0K shares0.00%2026-03-312026-05-15

Sponsored

ROK ROCKWELL AUTOMATION INC1.6K shares0.00%2026-03-312026-05-15

WAB WABTEC2.2K shares0.00%2026-03-312026-05-15

OBDC BLUE OWL CAPITAL CORPORATION49.8K shares25.13%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC1.3K shares0.00%2026-03-312026-05-15

DLR DIGITAL RLTY TR INC3.0K shares-0.49%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP802 shares0.00%2026-03-312026-05-15

DPZ DOMINOS PIZZA INC1.5K shares-11.59%2026-03-312026-05-15

MLM MARTIN MARIETTA MATLS INC928 shares0.00%2026-03-312026-05-15

Sponsored

VTV VANGUARD INDEX FDS2.8K shares0.00%2026-03-312026-05-15

URI UNITED RENTALS INC743 shares0.00%2026-03-312026-05-15

NOW SERVICENOW INC5.0K shares-14.09%2026-03-312026-05-15

MSCI MSCI INC969 shares0.00%2026-03-312026-05-15

PCT PURECYCLE TECHNOLOGIES INC100.0K shares0.00%2026-03-312026-05-15

GWW WW GRAINGER INC473 shares0.00%2026-03-312026-05-15

EVR EVERCORE INC1.7K shares0.00%2026-03-312026-05-15

XBI SPDR SERIES TRUST4.0K shares60.19%2026-03-312026-05-15

Sponsored

PANW PALO ALTO NETWORKS INC3.1K shares3.05%2026-03-312026-05-15

CTSH COGNIZANT TECHNOLOGY SOLUTIO8.2K shares-0.88%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC4.4K shares-1.13%2026-03-312026-05-15

JEF JEFFERIES FINANCIAL GROUP IN12.0K shares0.00%2026-03-312026-05-15

TFC TRUIST FINL CORP10.7K shares-9.72%2026-03-312026-05-15

HOOD ROBINHOOD MKTS INC7.0K shares0.00%2026-03-312026-05-15

GDX VANECK ETF TRUST5.2K shares0.00%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP1.7K shares-12.08%2026-03-312026-05-15

Sponsored

ISRG INTUITIVE SURGICAL INC1.0K shares-1.53%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS5.3K shares0.00%2026-03-312026-05-15

IFF INTERNATIONAL FLAVORS&FRAGRA6.4K shares0.00%2026-03-312026-05-15

SLB SLB LIMITED8.9K shares-22.93%2026-03-312026-05-15

STT STATE STR CORP3.5K shares0.00%2026-03-312026-05-15

IWP ISHARES TR3.5K shares0.00%2026-03-312026-05-15

BBY BEST BUY INC7.0K shares3.80%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F7.8K shares-38.96%2026-03-312026-05-15

Sponsored

WTM WHITE MTNS INS GROUP LTD200 shares0.00%2026-03-312026-05-15

MKC MCCORMICK & CO INC8.7K shares0.00%2026-03-312026-05-15

AN AUTONATION INC2.2K shares0.00%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION3.3K shares0.00%2026-03-312026-05-15

WBS WEBSTER FINL CORP6.2K shares-0.03%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP2.4K shares-0.17%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I1.5K shares0.00%2026-03-312026-05-15

VRSK VERISK ANALYTICS INC2.3K shares0.00%2026-03-312026-05-15

Sponsored

IMXI INTERNATIONAL MONEY EXPRESS26.5K shares0.00%2026-03-312026-05-15

AEE AMEREN CORP3.7K shares0.00%2026-03-312026-05-15

RSG REPUBLIC SVCS INC1.8K shares-0.54%2026-03-312026-05-15

ALL ALLSTATE CORP1.9K shares0.00%2026-03-312026-05-15

VBR VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST10.2K shares0.00%2026-03-312026-05-15

MKL MARKEL GROUP INC203 shares0.00%2026-03-312026-05-15

BIIB BIOGEN INC2.1K shares-1.40%2026-03-312026-05-15

Sponsored

EXPE EXPEDIA GROUP INC1.7K shares0.00%2026-03-312026-05-15

VXF VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-05-15

RJF RAYMOND JAMES FINL INC2.4K shares0.00%2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC1.8K shares0.00%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP1.3K shares2.76%2026-03-312026-05-15

SXT SENSIENT TECHNOLOGIES CORP4.0K shares0.00%2026-03-312026-05-15

SIVR ABRDN SILVER ETF TRUST4.8K shares-31.43%2026-03-312026-05-15

SOC SABLE OFFSHORE CORP20.8K shares31.75%2026-03-312026-05-15

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F6.8K shares0.00%2026-03-312026-05-15

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.0K shares0.00%2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TRUST ETF6.3K shares0.00%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS2.2K shares0.00%2026-03-312026-05-15

ETR ENTERGY CORP NEW2.9K shares0.00%2026-03-312026-05-15

HACK AMPLIFY ETF TR4.4K shares0.00%2026-03-312026-05-15

PWR QUANTA SVCS INC587 shares-14.56%2026-03-312026-05-15

PSA PUBLIC STORAGE OPER CO1.2K shares-45.29%2026-03-312026-05-15

Sponsored

CEG CONSTELLATION ENERGY CORP1.1K shares5.37%2026-03-312026-05-15

AGZ ISHARES TR2.8K shares0.00%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR6.2K shares0.00%2026-03-312026-05-15

MUB ISHARES TR2.8K shares0.00%2026-03-312026-05-15

IWO ISHARES TR951 shares0.00%2026-03-312026-05-15

SSNC SS&C TECH HLDGS4.4K shares0.00%2026-03-312026-05-15

LQD ISHARES TR2.7K shares0.00%2026-03-312026-05-15

IDEV ISHARES TR3.5K shares0.00%2026-03-312026-05-15

Sponsored

XOP SPDR SERIES TRUST1.6K shares-11.20%2026-03-312026-05-15

ZBH ZIMMER BIOMET HOLDINGS INC3.2K shares0.00%2026-03-312026-05-15

HIG HARTFORD INSURANCE GROUP INC2.1K shares0.00%2026-03-312026-05-15

VLO VALERO ENERGY CORP1.1K sharesnew addition2026-03-312026-05-15

CRWV COREWEAVE INC3.6K shares0.00%2026-03-312026-05-15

KNCT INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2026-03-312026-05-15

VMC VULCAN MATLS CO1.0K shares0.00%2026-03-312026-05-15

TECH BIO-TECHNE CORP5.2K shares-24.92%2026-03-312026-05-15

Sponsored

SPYD SPDR SERIES TRUST6.0K shares0.00%2026-03-312026-05-15

FXF INVESCO CURRENCYSHARES SWISS2.5K shares0.00%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC4.5K sharesnew addition2026-03-312026-05-15

PLD PROLOGIS INC.2.0K sharesnew addition2026-03-312026-05-15

USMV ISHARES TR2.9K shares0.00%2026-03-312026-05-15

HOLX HOLOGIC INC3.5K shares0.00%2026-03-312026-05-15

HALO HALOZYME THERAPEUTICS INC4.0K shares0.00%2026-03-312026-05-15

GTLS CHART INDS INC1.3K shares-6.37%2026-03-312026-05-15

Sponsored

SNPS SYNOPSYS INC646 shares0.00%2026-03-312026-05-15

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC5.6K shares-33.27%2026-03-312026-05-15

COIN COINBASE GLOBAL INC1.5K shares13.70%2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS5.1K shares0.00%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC1.3K sharesnew addition2026-03-312026-05-15

FXI ISHARES TR7.0K shares0.00%2026-03-312026-05-15

HSIC SCHEIN HENRY INC3.4K shares0.00%2026-03-312026-05-15

EWJ ISHARES INC2.8K shares0.00%2026-03-312026-05-15

Sponsored

KKR & CO INC KKR & CO INC2.6K shares-0.77%2026-03-312026-05-15

KVUE KENVUE INC13.8K shares0.00%2026-03-312026-05-15

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC3.1K sharesnew addition2026-03-312026-05-15

COLB COLUMBIA BKG SYS INC8.6K shares0.00%2026-03-312026-05-15

KR KROGER CO3.3K shares0.00%2026-03-312026-05-15

NUE NUCOR CORP1.4K shares-6.73%2026-03-312026-05-15

FERMI INC FERMI INC40.0K shares166.67%2026-03-312026-05-15

CSL CARLISLE COS INC700 shares0.00%2026-03-312026-05-15

Sponsored

GGG GRACO INC2.7K shares0.00%2026-03-312026-05-15

TAILWIND 2.0 ACQUISITION COR TAILWIND 2.0 ACQUISITION COR23.2K sharesnew addition2026-03-312026-05-15

ACU ACME UTD CORP5.1K shares0.00%2026-03-312026-05-15

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD5.1K shares0.00%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR7.3K shares0.00%2026-03-312026-05-15

PNR PENTAIR PLC2.6K shares-0.08%2026-03-312026-05-15

WSM WILLIAMS SONOMA INC1.2K shares0.00%2026-03-312026-05-15

AMP AMERIPRISE FINL INC503 shares-39.90%2026-03-312026-05-15

Sponsored

FDX FEDEX CORP616 sharesnew addition2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR8.5K shares0.00%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS2.0K shares-5.47%2026-03-312026-05-15

VHT VANGUARD WORLD FD788 shares0.00%2026-03-312026-05-15

EMN EASTMAN CHEM CO2.8K sharesnew addition2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP2.7K shares0.00%2026-03-312026-05-15

CHRW C H ROBINSON WORLDWIDE IN1.3K shares0.00%2026-03-312026-05-15

SHOP SHOPIFY INC1.8K shares-52.77%2026-03-312026-05-15

Sponsored

GIS GENERAL MILLS INC5.7K shares-22.36%2026-03-312026-05-15

HODL VANECK BITCOIN ETF11.0K sharesnew addition2026-03-312026-05-15

ICF ISHARES TR3.4K shares0.00%2026-03-312026-05-15

CE CELANESE CORP DEL3.2K sharesnew addition2026-03-312026-05-15

ETH GRAYSCALE ETHEREUM STAKING10.6K sharesnew addition2026-03-312026-05-15

IEI ISHARES TR1.8K shares0.00%2026-03-312026-05-15

HUBBELL INC HUBBELL INC425 sharesnew addition2026-03-312026-05-15

OKE ONEOK INC NEW2.3K sharesnew addition2026-03-312026-05-15

Sponsored

SCHA SCHWAB STRATEGIC TR7.0K shares0.00%2026-03-312026-05-15

ACHR ARCHER AVIATION INC38.8K shares0.00%2026-03-312026-05-15

KENSINGTON CAP ACQUIST CORP KENSINGTON CAP ACQUIST CORP16.6K sharesnew addition2026-03-312026-05-15

ALF CENTURION ACQUISITION CORP15.4K shares0.00%2026-03-312026-05-15

CALISA ACQUISITION CORP CALISA ACQUISITION CORP16.6K sharesnew addition2026-03-312026-05-15

CUB LIONHEART HOLDINGS15.1K shares0.00%2026-03-312026-05-15

FIGX FIGX CAP ACQUISITION CORP.15.9K shares0.00%2026-03-312026-05-15

M3-BRIGADE ACQUISITION VI CO M3-BRIGADE ACQUISITION VI CO16.0K shares0.00%2026-03-312026-05-15

Sponsored

LEGT LEGATO MERGER CORP III14.3K shares0.00%2026-03-312026-05-15

JOBY JOBY AVIATION INC18.0K shares0.00%2026-03-312026-05-15

TWELVE SEAS INVT CO III TWELVE SEAS INVT CO III13.6K shares0.00%2026-03-312026-05-15

MCKINLEY ACQUISITION CORP MCKINLEY ACQUISITION CORP12.9K shares0.00%2026-03-312026-05-15

METALS ACQUISITION CORP II METALS ACQUISITION CORP II12.6K sharesnew addition2026-03-312026-05-15

LAB STANDARD BIOTOOLS INC125.0K shares0.00%2026-03-312026-05-15

INAC INDIGO ACQUISITION CORP10.7K shares0.00%2026-03-312026-05-15

SOUN SOUNDHOUND AI INC13.2K shares0.00%2026-03-312026-05-15

Sponsored

MGNX MACROGENICS INC17.5K shares0.00%2026-03-312026-05-15

AUR AURORA INNOVATION INC12.0K shares0.00%2026-03-312026-05-15

PLUG PLUG PWR INC20.0K shares0.00%2026-03-312026-05-15

CHGG CHEGG INC13.7K shares0.00%2026-03-312026-05-15

CALISA ACQUISITION CORP CALISA ACQUISITION CORP16.6K sharesnew addition2026-03-312026-05-15

TAILWIND 2.0 ACQUISITION COR TAILWIND 2.0 ACQUISITION COR23.2K sharesnew addition2026-03-312026-05-15

CAPNR CAYSON ACQUISITION CORP13.0K shares0.00%2026-03-312026-05-15

IBACR IB ACQUISITION CORP19.6K shares0.00%2026-03-312026-05-15

Sponsored

MCKINLEY ACQUISITION CORP MCKINLEY ACQUISITION CORP12.9K shares0.00%2026-03-312026-05-15

INACR INDIGO ACQUISITION CORP10.7K shares0.00%2026-03-312026-05-15

AAPL

APPLE INC

-4.58%

Shares1.5M

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-3.62%

Shares2.2M

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-3.37%

Shares784.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-6.88%

Shares887.4K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-1.97%

Shares1.1M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-4.97%

Shares714.0K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-1.78%

Shares392.1K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

-3.22%

Shares1.2M

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYS USA INC

-13.48%

Shares134.3K

Event2026-03-31

Filed2026-05-15

AZO

AUTOZONE INC

-1.03%

Shares51.4K

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

-3.60%

Shares2.4M

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-9.35%

Shares532.1K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

2.17%

Shares1.3M

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-1.84%

Shares432.2K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

-2.07%

Shares420.6K

Event2026-03-31

Filed2026-05-15

CBRE

CBRE GROUP INC

-0.99%

Shares987.1K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

-2.91%

Shares266.8K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-3.30%

Shares257.7K

Event2026-03-31

Filed2026-05-15

VIK

VIKING HOLDINGS LTD

0.87%

Shares1.7M

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

-2.21%

Shares106.2K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-1.10%

Shares100.1K

Event2026-03-31

Filed2026-05-15

DLN

WISDOMTREE TR

1.22%

Shares1.0M

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

6.29%

Shares1.2M

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC

-0.55%

Shares549.2K

Event2026-03-31

Filed2026-05-15

GNRC

GENERAC HLDGS INC

-2.24%

Shares386.1K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.75%

Shares115.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

15.48%

Shares125.5K

Event2026-03-31

Filed2026-05-15

SPOT

SPOTIFY TECHNOLOGY S A

31048.56%

Shares151.4K

Event2026-03-31

Filed2026-05-15

SHARKNINJA INC

24.69%

Shares670.4K

Event2026-03-31

Filed2026-05-15

BLDR

BUILDERS FIRSTSOURCE INC

-2.04%

Shares802.7K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

14.47%

Shares317.4K

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP

-3.18%

Shares346.1K

Event2026-03-31

Filed2026-05-15

ARCC

ARES CAPITAL CORP

6.22%

Shares3.1M

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

-0.81%

Shares620.6K

Event2026-03-31

Filed2026-05-15

CROX

CROCS INC

-0.02%

Shares638.1K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

1.69%

Shares79.9K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

-3.68%

Shares202.9K

Event2026-03-31

Filed2026-05-15

DXJ

WISDOMTREE TR

6.20%

Shares307.6K

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

12.67%

Shares26.6K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

56.86%

Shares601.2K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

-11.16%

Shares271.9K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

9.30%

Shares775.6K

Event2026-03-31

Filed2026-05-15

GLDM

WORLD GOLD TR

11.58%

Shares394.9K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-14.84%

Shares133.1K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-2.04%

Shares72.3K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

-3.38%

Shares95.5K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-6.14%

Shares144.5K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

-3.14%

Shares59.7K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-22.36%

Shares27.1K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-21.62%

Shares84.7K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

-26.97%

Shares97.0K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-2.41%

Shares81.9K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

-0.70%

Shares179.2K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

1.27%

Shares174.9K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

9.73%

Shares240.3K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

9.02%

Shares62.8K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-3.88%

Shares175.2K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-0.89%

Shares36.1K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-9.32%

Shares83.7K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-7.06%

Shares75.6K

Event2026-03-31

Filed2026-05-15

ROP

ROPER TECHNOLOGIES INC

-8.18%

Shares35.7K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

-0.92%

Shares14.0K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

46.93%

Shares208.8K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

13.62%

Shares58.5K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

123.21%

Shares31.5K

Event2026-03-31

Filed2026-05-15

VGK

VANGUARD INTL EQUITY INDEX F

87.50%

Shares135.2K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-1.04%

Shares54.4K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-1.40%

Shares91.8K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-8.47%

Shares34.8K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-14.31%

Shares55.1K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-0.30%

Shares134.5K

Event2026-03-31

Filed2026-05-15

VISA INC

-3.85%

Shares33.6K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-1.92%

Shares31.9K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

-0.33%

Shares30.0K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-4.65%

Shares145.2K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-1.34%

Shares78.3K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

-0.38%

Shares38.9K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

-1.09%

Shares15.4K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-10.30%

Shares87.8K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-8.14%

Shares61.7K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-2.16%

Shares60.0K

Event2026-03-31

Filed2026-05-15

JBL

JABIL INC

-8.49%

Shares32.8K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

1.60%

Shares220.0K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-2.17%

Shares23.4K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares11

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

-7.55%

Shares58.8K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

-6.84%

Shares40.0K

Event2026-03-31

Filed2026-05-15

MPLX

MPLX LP

0.00%

Shares132.1K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-1.48%

Shares31.8K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

-8.99%

Shares55.8K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-0.75%

Shares8.9K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

-8.12%

Shares42.9K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-0.59%

Shares17.8K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

0.00%

Shares54.6K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

0.01%

Shares18.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-0.01%

Shares22.7K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

23.38%

Shares150.8K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

-0.02%

Shares21.4K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

9.51%

Shares9.6K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

-0.41%

Shares20.7K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC

0.00%

Shares25.6K

Event2026-03-31

Filed2026-05-15

CHKP

CHECK POINT SOFTWARE TECH LT

-0.07%

Shares36.2K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-0.70%

Shares19.7K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

-0.79%

Shares24.7K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

-6.90%

Shares31.1K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

13.96%

Shares15.5K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

1.34%

Shares33.9K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.00%

Shares14.1K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

9.41%

Shares52.6K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

-3.88%

Shares24.9K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

-1.65%

Shares21.7K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

0.99%

Shares41.3K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

-2.61%

Shares29.9K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-8.85%

Shares12.7K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

-0.15%

Shares41.1K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

-5.65%

Shares16.4K

Event2026-03-31

Filed2026-05-15