Sponsored

The Analysis of Everhart Financial Group, Inc.'s Holdings & P&L

Currently, Everhart Financial Group, Inc. holds 481 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in VUG (+1.7M shares, valued at $150.2M), SLYG (+493.8K shares, valued at $58.8M), VOT (+172.0K shares, valued at $52.7M); decreased their positions in N/A (-8.7K shares, valued at $6.5M), VIG (-12.9K shares, valued at $3.0M), NVDA (-10.0K shares, valued at $2.0M); initiated new positions in SCHO (+60.5K shares, valued at $1.5M), CCL (+20.4K shares, valued at $583.2K), DFIS (+16.2K shares, valued at $567.1K).

1M P&L

+45.7M+3.39%

3M P&L

+35.0M+2.58%

HY P&L

-669.3M-32.49%

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/A865.8M

62.9%

2Semiconductors87.4M

6.3%

3Consumer Electronics57.0M

4.1%

Top Industries by Stock Count

1N/A97 stocks

23.1%

2Banks - Regional19 stocks

4.5%

3Semiconductors15 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS896.3K shares5.09%2026-06-302026-07-09

VUG VANGUARD INDEX FDS2.1M shares535.54%2026-06-302026-07-09

VOT VANGUARD INDEX FDS216.1K shares390.30%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS174.7K shares-2.88%2026-06-302026-07-09

SLYG SPDR SERIES TRUST538.8K shares1098.84%2026-06-302026-07-09

VOE VANGUARD INDEX FDS320.0K shares404.73%2026-06-302026-07-09

VBR VANGUARD INDEX FDS255.4K shares352.84%2026-06-302026-07-09

AAPL APPLE INC197.1K shares39.62%2026-06-302026-07-09

Sponsored

DFAI DIMENSIONAL ETF TRUST1.2M shares16.90%2026-06-302026-07-09

NVDA NVIDIA CORPORATION240.9K shares-3.99%2026-06-302026-07-09

BIV VANGUARD BD INDEX FDS381.8K shares3.66%2026-06-302026-07-09

DFAE DIMENSIONAL ETF TRUST656.5K shares11.10%2026-06-302026-07-09

MSFT MICROSOFT CORP57.9K shares-7.43%2026-06-302026-07-09

AMZN AMAZON COM INC73.5K shares-2.13%2026-06-302026-07-09

GOOGL ALPHABET INC47.0K shares-1.86%2026-06-302026-07-09

GOOG ALPHABET INC41.6K shares-1.31%2026-06-302026-07-09

Sponsored

BROADCOM INC BROADCOM INC35.9K shares-9.08%2026-06-302026-07-09

MU MICRON TECHNOLOGY INC11.2K shares-6.40%2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F210.2K shares-3.92%2026-06-302026-07-09

SCHG SCHWAB STRATEGIC TR344.7K shares-3.74%2026-06-302026-07-09

SCHB SCHWAB STRATEGIC TR400.1K shares-5.19%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC19.2K shares-1.61%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC18.2K shares5.52%2026-06-302026-07-09

LLY ELI LILLY & CO8.0K shares-0.73%2026-06-302026-07-09

Sponsored

TSLA TESLA INC22.1K shares4.16%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO27.9K shares3.37%2026-06-302026-07-09

VOO VANGUARD INDEX FDS13.1K shares30.66%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL16.7K shares-1.36%2026-06-302026-07-09

VBK VANGUARD INDEX FDS22.2K shares-11.05%2026-06-302026-07-09

APPLIED MATLS INC APPLIED MATLS INC10.1K shares-7.75%2026-06-302026-07-09

WDC WESTERN DIGITAL CORP11.1K shares-10.88%2026-06-302026-07-09

VNQ VANGUARD INDEX FDS72.7K shares11.15%2026-06-302026-07-09

Sponsored

ABBVIE INC ABBVIE INC25.3K shares-4.08%2026-06-302026-07-09

GEV GE VERNOVA INC5.1K shares-9.93%2026-06-302026-07-09

CAT CATERPILLAR INC5.3K shares-0.98%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP39.8K shares-6.35%2026-06-302026-07-09

INTC INTEL CORP38.9K shares-2.16%2026-06-302026-07-09

SNDK SANDISK CORP2.4K shares-0.71%2026-06-302026-07-09

WMT WALMART INC45.1K shares-5.52%2026-06-302026-07-09

LRCX LAM RESEARCH CORP11.5K shares0.62%2026-06-302026-07-09

Sponsored

GE GE AEROSPACE12.8K shares-10.88%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON18.3K shares-6.41%2026-06-302026-07-09

PG PROCTER & GAMBLE CO31.4K shares-5.16%2026-06-302026-07-09

ISHARES TR ISHARES TR6.1K shares-10.44%2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC38.5K shares3.32%2026-06-302026-07-09

VISA INC VISA INC13.1K shares-13.05%2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.7K shares-8.46%2026-06-302026-07-09

SCHV SCHWAB STRATEGIC TR124.0K shares-2.78%2026-06-302026-07-09

Sponsored

SLS SELLAS LIFE SCIENCES GROUP I288.0K shares-20.96%2026-06-302026-07-09

QUANTA SVCS INC QUANTA SVCS INC5.1K shares-11.82%2026-06-302026-07-09

SCHM SCHWAB STRATEGIC TR98.6K shares-9.05%2026-06-302026-07-09

GS GOLDMAN SACHS GROUP INC3.6K shares-4.37%2026-06-302026-07-09

VXUS VANGUARD STAR FDS36.4K shares-15.11%2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED6.0K shares-12.91%2026-06-302026-07-09

KO COCA COLA CO37.8K shares2.86%2026-06-302026-07-09

MRVL MARVELL TECHNOLOGY INC10.1K shares1.00%2026-06-302026-07-09

Sponsored

PANW PALO ALTO NETWORKS INC8.6K shares-8.63%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR91.2K shares-0.30%2026-06-302026-07-09

VRT VERTIV HOLDINGS CO8.6K shares-18.45%2026-06-302026-07-09

PM PHILIP MORRIS INTL INC15.5K shares4.69%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC6.7K shares25.90%2026-06-302026-07-09

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC23.4K shares-17.54%2026-06-302026-07-09

NETFLIX INC. NETFLIX INC.36.5K shares-18.79%2026-06-302026-07-09

RTX CORPORATION RTX CORPORATION13.4K shares-4.86%2026-06-302026-07-09

Sponsored

BAC BANK OF AMER CORP44.0K shares0.21%2026-06-302026-07-09

MRK MERCK & CO INC19.5K shares-2.45%2026-06-302026-07-09

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC3.2K shares-9.80%2026-06-302026-07-09

MS MORGAN STANLEY11.5K shares-6.77%2026-06-302026-07-09

SCHA SCHWAB STRATEGIC TR63.9K shares-10.42%2026-06-302026-07-09

ADI ANALOG DEVICES INC5.8K shares1.93%2026-06-302026-07-09

WELL WELLTOWER INC10.1K shares-2.48%2026-06-302026-07-09

CDNS CADENCE DESIGN SYSTEM INC6.1K shares2.86%2026-06-302026-07-09

Sponsored

VEA VANGUARD TAX-MANAGED FDS31.2K shares1.90%2026-06-302026-07-09

TJX TJX COS INC NEW14.6K shares-11.87%2026-06-302026-07-09

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP6.9K shares-8.01%2026-06-302026-07-09

ORACLE CORP ORACLE CORP14.9K shares-2.60%2026-06-302026-07-09

SCHX SCHWAB STRATEGIC TR72.9K shares-1.70%2026-06-302026-07-09

ISHARES TR ISHARES TR22.1K shares-0.88%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS7.6K shares-8.80%2026-06-302026-07-09

UVSP UNIVEST FINANCIAL CORPORATIO47.9K shares0.48%2026-06-302026-07-09

Sponsored

QQQ INVESCO QQQ TR2.8K shares-6.46%2026-06-302026-07-09

HD HOME DEPOT INC5.8K shares3.01%2026-06-302026-07-09

BSV VANGUARD BD INDEX FDS25.9K shares-2.68%2026-06-302026-07-09

CVX CHEVRON CORPORATION11.9K shares-10.21%2026-06-302026-07-09

WFC WELLS FARGO & CO23.2K shares-8.02%2026-06-302026-07-09

CSX CSX CORP39.8K shares1.67%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.5K shares-77.49%2026-06-302026-07-09

BND VANGUARD BD INDEX FDS25.5K shares-1.75%2026-06-302026-07-09

Sponsored

AMGN AMGEN INC5.1K shares-4.22%2026-06-302026-07-09

ANET ARISTA NETWORKS INC10.4K shares-3.66%2026-06-302026-07-09

AXP AMERICAN EXPRESS CO5.2K shares3.77%2026-06-302026-07-09

TXN TEXAS INSTRS INC5.9K shares-0.71%2026-06-302026-07-09

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A3.8K shares-9.49%2026-06-302026-07-09

VO VANGUARD INDEX FDS21.4K shares307.52%2026-06-302026-07-09

HLT HILTON WORLDWIDE HLDGS INC5.2K shares2.85%2026-06-302026-07-09

PEP PEPSICO INC12.6K shares-7.16%2026-06-302026-07-09

Sponsored

KLAC KLA CORP5.6K shares948.59%2026-06-302026-07-09

ITT ITT INC8.5K shares-4.07%2026-06-302026-07-09

VB VANGUARD INDEX FDS5.6K shares-6.59%2026-06-302026-07-09

CLOUDFLARE INC CLOUDFLARE INC6.8K shares1.37%2026-06-302026-07-09

CFG CITIZENS FINL GROUP INC23.3K shares6.82%2026-06-302026-07-09

VTEB VANGUARD MUN BD FDS32.1K shares1.07%2026-06-302026-07-09

TT TRANE TECHNOLOGIES PLC3.2K shares-13.52%2026-06-302026-07-09

DUK DUKE ENERGY CORP NEW12.5K shares-0.46%2026-06-302026-07-09

Sponsored

BKNG BOOKING HOLDINGS INC8.7K shares1992.09%2026-06-302026-07-09

WMB WILLIAMS COS INC20.8K shares-9.45%2026-06-302026-07-09

MCD MCDONALDS CORP5.6K shares-18.96%2026-06-302026-07-09

DE DEERE & CO2.4K shares-0.63%2026-06-302026-07-09

MPC MARATHON PETE CORP5.8K shares1.39%2026-06-302026-07-09

MCK MCKESSON CORP2.0K shares-11.94%2026-06-302026-07-09

NI NISOURCE INC31.2K shares-5.75%2026-06-302026-07-09

NEXTERA ENERGY INC NEXTERA ENERGY INC16.8K shares-11.77%2026-06-302026-07-09

Sponsored

APPLOVIN CORP APPLOVIN CORP2.9K shares-1.14%2026-06-302026-07-09

SCHO SCHWAB STRATEGIC TR60.5K sharesnew addition2026-06-302026-07-09

HWM HOWMET AEROSPACE INC5.4K shares-15.67%2026-06-302026-07-09

SCHK SCHWAB STRATEGIC TR39.5K shares0.36%2026-06-302026-07-09

ISRG INTUITIVE SURGICAL INC3.6K shares-15.00%2026-06-302026-07-09

NVT NVENT ELEC PLC8.2K shares2.95%2026-06-302026-07-09

DELL DELL TECHNOLOGIES INC3.2K shares3.57%2026-06-302026-07-09

WBD WARNER BROS DISCOVERY INC51.5K shares-12.76%2026-06-302026-07-09

Sponsored

DAL DELTA AIR LINES INC14.5K shares-5.18%2026-06-302026-07-09

STXG EA SERIES TRUST24.6K shares-2.34%2026-06-302026-07-09

BA BOEING CO6.3K shares19.14%2026-06-302026-07-09

DVN DEVON ENERGY CORP NEW32.8K shares54.08%2026-06-302026-07-09

SPG SIMON PPTY GROUP INC NEW6.0K shares-2.32%2026-06-302026-07-09

KEYS KEYSIGHT TECHNOLOGIES INC3.7K shares11.11%2026-06-302026-07-09

T AT&T INC62.6K shares-10.91%2026-06-302026-07-09

LIN LINDE PLC2.5K shares-4.66%2026-06-302026-07-09

Sponsored

SCHW SCHWAB CHARLES CORP13.9K shares-1.36%2026-06-302026-07-09

IEMG ISHARES INC15.4K shares-0.64%2026-06-302026-07-09

VRTX VERTEX PHARMACEUTICALS INC2.6K shares4.52%2026-06-302026-07-09

RUSHB RUSH ENTERPRISES INC16.3K shares-5.89%2026-06-302026-07-09

STXV EA SERIES TRUST32.9K shares-1.46%2026-06-302026-07-09

NEM NEWMONT CORP13.3K shares-10.83%2026-06-302026-07-09

VIG VANGUARD SPECIALIZED FUNDS5.2K shares-71.12%2026-06-302026-07-09

HUBB HUBBELL INC2.4K shares-1.92%2026-06-302026-07-09

Sponsored

BUSE FIRST BUSEY CORP41.7K shares11.83%2026-06-302026-07-09

LECO LINCOLN ELEC HLDGS INC4.6K shares-1.72%2026-06-302026-07-09

GILD GILEAD SCIENCES INC9.6K shares-14.17%2026-06-302026-07-09

PH PARKER-HANNIFIN CORP1.2K shares-6.42%2026-06-302026-07-09

BMY BRISTOL-MYERS SQUIBB CO21.0K shares-5.88%2026-06-302026-07-09

LFST LIFESTANCE HEALTH GROUP INC111.4K shares-4.29%2026-06-302026-07-09

BLK BLACKROCK INC1.2K shares-20.74%2026-06-302026-07-09

ABT ABBOTT LABORATORIES12.8K shares-8.03%2026-06-302026-07-09

Sponsored

UNP UNION PAC CORP4.3K shares-0.88%2026-06-302026-07-09

LMT LOCKHEED MARTIN CORP2.3K shares17.07%2026-06-302026-07-09

ROST ROSS STORES INC5.4K shares-3.34%2026-06-302026-07-09

COR CENCORA INC4.0K shares6.95%2026-06-302026-07-09

CNO CNO FINL GROUP INC21.8K shares-6.94%2026-06-302026-07-09

GLW CORNING INC4.3K shares0.00%2026-06-302026-07-09

THG HANOVER INS GROUP INC5.1K shares2.81%2026-06-302026-07-09

COF CAPITAL ONE FINL CORP5.4K shares-10.22%2026-06-302026-07-09

Sponsored

SJM SMUCKER J M CO9.6K shares34.93%2026-06-302026-07-09

QCOM QUALCOMM INC5.8K shares37.28%2026-06-302026-07-09

VGT VANGUARD WORLD FD8.9K shares700.18%2026-06-302026-07-09

SYK STRYKER CORPORATION3.4K shares2.68%2026-06-302026-07-09

VSS VANGUARD INTL EQUITY INDEX F6.9K shares-21.44%2026-06-302026-07-09

HBAN HUNTINGTON BANCSHARES INC59.5K shares7.51%2026-06-302026-07-09

VTHR VANGUARD SCOTTSDALE FDS3.1K shares-0.57%2026-06-302026-07-09

IDA IDACORP INC6.8K shares-2.38%2026-06-302026-07-09

Sponsored

UBER UBER TECHNOLOGIES INC14.3K shares-4.28%2026-06-302026-07-09

FTNT FORTINET INC6.7K shares-7.27%2026-06-302026-07-09

CHUBB LIMITED CHUBB LIMITED3.0K shares-3.90%2026-06-302026-07-09

SNPS SYNOPSYS INC2.3K shares4.86%2026-06-302026-07-09

PGR PROGRESSIVE CORP4.7K shares2.13%2026-06-302026-07-09

IDEXX LABS INC IDEXX LABS INC1.9K shares-5.41%2026-06-302026-07-09

DFUS DIMENSIONAL ETF TRUST12.4K shares3.37%2026-06-302026-07-09

AZO AUTOZONE INC316 shares-6.23%2026-06-302026-07-09

Sponsored

FNDF SCHWAB STRATEGIC TR19.1K shares-2.59%2026-06-302026-07-09

DG DOLLAR GEN CORP8.8K shares-3.00%2026-06-302026-07-09

AME AMETEK INC4.2K shares67.07%2026-06-302026-07-09

CI THE CIGNA GROUP3.6K shares3.44%2026-06-302026-07-09

NSC NORFOLK SOUTHN CORP3.1K shares-2.81%2026-06-302026-07-09

PLD PROLOGIS INC.7.3K shares-2.67%2026-06-302026-07-09

STRV EA SERIES TRUST20.4K shares-2.08%2026-06-302026-07-09

DASH DOORDASH INC5.3K shares-7.84%2026-06-302026-07-09

Sponsored

GM GENERAL MTRS CO12.7K shares-10.16%2026-06-302026-07-09

ORI OLD REP INTL CORP23.8K shares-10.95%2026-06-302026-07-09

TDG TRANSDIGM GROUP INC730 shares-3.57%2026-06-302026-07-09

STAG STAG INDUSTRIAL INC25.4K shares1.96%2026-06-302026-07-09

AIG AMERICAN INTL GROUP INC13.0K shares-3.64%2026-06-302026-07-09

TMO THERMO FISHER SCIENTIFIC INC1.9K shares-5.69%2026-06-302026-07-09

CTAS CINTAS CORP5.6K shares3.27%2026-06-302026-07-09

SLYV SPDR SERIES TRUST8.8K shares-55.50%2026-06-302026-07-09

Sponsored

SERVICENOW INC SERVICENOW INC9.5K shares-26.67%2026-06-302026-07-09

OGE OGE ENERGY CORP19.3K shares-2.69%2026-06-302026-07-09

COP CONOCOPHILLIPS9.0K shares-2.67%2026-06-302026-07-09

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION6.3K shares-16.92%2026-06-302026-07-09

PSX PHILLIPS 665.4K shares1.29%2026-06-302026-07-09

DIS DISNEY WALT CO9.5K shares15.65%2026-06-302026-07-09

LOW LOWES COS INC4.1K shares-5.08%2026-06-302026-07-09

HYG ISHARES TR11.3K shares79.58%2026-06-302026-07-09

Sponsored

HAL HALLIBURTON CO26.6K shares-10.32%2026-06-302026-07-09

SCHE SCHWAB STRATEGIC TR24.7K shares-5.79%2026-06-302026-07-09

UCB UNITED CMNTY BKS BLAIRSVLE G25.5K shares-1.25%2026-06-302026-07-09

TTWO TAKE-TWO INTERACTIVE SOFTWAR3.6K shares4.88%2026-06-302026-07-09

SLB SLB LIMITED19.2K shares-3.27%2026-06-302026-07-09

IVW ISHARES TR6.4K shares-2.77%2026-06-302026-07-09

PHM PULTE GROUP INC6.3K shares-10.12%2026-06-302026-07-09

APH AMPHENOL CORP4.9K shares5.11%2026-06-302026-07-09

Sponsored

USMV ISHARES TR8.8K shares0.02%2026-06-302026-07-09

CIEN CIENA CORP1.7K shares-43.60%2026-06-302026-07-09

ECL ECOLAB INC3.0K shares-15.55%2026-06-302026-07-09

SHOP SHOPIFY INC7.3K shares-0.03%2026-06-302026-07-09

SUB ISHARES TR7.8K shares0.28%2026-06-302026-07-09

CBOE CBOE GLOBAL MKTS INC3.4K shares-9.10%2026-06-302026-07-09

VLO VALERO ENERGY CORP3.1K shares0.32%2026-06-302026-07-09

VZ VERIZON COMMUNICATIONS INC19.3K shares0.09%2026-06-302026-07-09

Sponsored

PYLD PIMCO ETF TR30.8K shares173.27%2026-06-302026-07-09

URI UNITED RENTALS INC716 shares0.56%2026-06-302026-07-09

ASML ASML HLDG NV406 shares-7.31%2026-06-302026-07-09

LNG CHENIERE ENERGY INC3.3K shares-7.48%2026-06-302026-07-09

ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC2.6K shares-8.79%2026-06-302026-07-09

S&P GLOBAL INC S&P GLOBAL INC1.9K shares-17.88%2026-06-302026-07-09

IWM ISHARES TR2.6K shares0.97%2026-06-302026-07-09

EQIX EQUINIX INC744 shares55.97%2026-06-302026-07-09

Sponsored

3M CO 3M CO4.8K shares-17.12%2026-06-302026-07-09

USB US BANCORP12.8K shares-2.55%2026-06-302026-07-09

HEI.A HEICO CORP NEW3.0K shares-8.07%2026-06-302026-07-09

CVS CVS HEALTH CORP7.3K shares-11.00%2026-06-302026-07-09

AEP AMERICAN ELEC PWR CO INC5.5K shares11.46%2026-06-302026-07-09

SBUX STARBUCKS CORP7.2K shares-9.71%2026-06-302026-07-09

ARCH CAP GROUP LTD ARCH CAP GROUP LTD7.4K shares-15.04%2026-06-302026-07-09

NDAQ NASDAQ INC8.9K shares-9.25%2026-06-302026-07-09

Sponsored

LFUS LITTELFUSE INC1.5K shares2.98%2026-06-302026-07-09

SDY SPDR SERIES TRUST4.5K shares-1.20%2026-06-302026-07-09

CRM SALESFORCE INC4.4K shares-32.11%2026-06-302026-07-09

CEG CONSTELLATION ENERGY CORP2.8K shares-17.31%2026-06-302026-07-09

VST VISTRA CORP4.3K shares-5.04%2026-06-302026-07-09

SCHF SCHWAB STRATEGIC TR24.4K shares-4.75%2026-06-302026-07-09

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION6.0K shares10.39%2026-06-302026-07-09

FE FIRSTENERGY CORP14.0K shares10.52%2026-06-302026-07-09

Sponsored

KR KROGER CO11.9K shares-12.50%2026-06-302026-07-09

PFE PFIZER INC27.4K shares-22.06%2026-06-302026-07-09

O REALTY INCOME CORP10.6K shares2.44%2026-06-302026-07-09

PRIMERICA INC PRIMERICA INC2.3K shares-3.04%2026-06-302026-07-09

CRL CHARLES RIV LABS INTL INC2.9K shares-1.03%2026-06-302026-07-09

SHW SHERWIN WILLIAMS CO1.9K shares3.95%2026-06-302026-07-09

Q QNITY ELECTRONICS INC3.9K shares5.68%2026-06-302026-07-09

IDEV ISHARES TR7.0K shares1.13%2026-06-302026-07-09

Sponsored

HOMB HOME BANCSHARES INC22.0K shares-14.22%2026-06-302026-07-09

CME CME GROUP INC2.8K shares-25.28%2026-06-302026-07-09

SYY SYSCO CORP7.4K shares-6.25%2026-06-302026-07-09

MUB ISHARES TR5.7K shares-50.87%2026-06-302026-07-09

FIX COMFORT SYS USA INC307 shares5.14%2026-06-302026-07-09

ELV ELEVANCE HEALTH INC FORMERLY1.5K shares17.31%2026-06-302026-07-09

RGLD ROYAL GOLD INC3.0K shares-14.24%2026-06-302026-07-09

MDYV SPDR SERIES TRUST6.2K shares-18.05%2026-06-302026-07-09

Sponsored

IWR ISHARES TR5.4K shares1.15%2026-06-302026-07-09

EW EDWARDS LIFESCIENCES CORP6.5K shares-1.66%2026-06-302026-07-09

CCL CARNIVAL CORP LTD20.4K sharesnew addition2026-06-302026-07-09

ETN EATON CORP PLC1.4K shares-4.20%2026-06-302026-07-09

NUE NUCOR CORP2.6K shares1.48%2026-06-302026-07-09

PRU PRUDENTIAL FINL INC5.4K shares28.73%2026-06-302026-07-09

ADP AUTOMATIC DATA PROCESSING IN2.6K shares-6.49%2026-06-302026-07-09

OXY OCCIDENTAL PETE CORP11.8K shares6.18%2026-06-302026-07-09

Sponsored

ZM ZOOM COMMUNICATIONS INC6.6K shares-7.67%2026-06-302026-07-09

DFIS DIMENSIONAL ETF TRUST16.2K sharesnew addition2026-06-302026-07-09

ALB ALBEMARLE CORP4.2K shares-7.73%2026-06-302026-07-09

GABC GERMAN AMERN BANCORP INC11.9K shares0.00%2026-06-302026-07-09

DOMINION ENERGY INC DOMINION ENERGY INC8.2K shares2.48%2026-06-302026-07-09

MTB M & T BK CORP2.3K shares-0.21%2026-06-302026-07-09

SNOWFLAKE INC SNOWFLAKE INC2.2K shares-24.71%2026-06-302026-07-09

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares-22.59%2026-06-302026-07-09

Sponsored

MO ALTRIA GROUP INC7.7K shares-0.97%2026-06-302026-07-09

FREEPORT MCMORAN INC FREEPORT MCMORAN INC8.7K shares-17.38%2026-06-302026-07-09

KMI KINDER MORGAN INC DEL17.1K shares2.85%2026-06-302026-07-09

CAH CARDINAL HEALTH INC2.3K shares-42.92%2026-06-302026-07-09

IJR ISHARES TR3.6K shares2.54%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR2.8K shares-12.11%2026-06-302026-07-09

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP5.6K shares6.59%2026-06-302026-07-09

PULS PGIM ETF TR10.7K shares-16.87%2026-06-302026-07-09

Sponsored

NVR NVR INC76 shares31.03%2026-06-302026-07-09

MCO MOODYS CORP1.1K shares-20.07%2026-06-302026-07-09

DATADOG INC DATADOG INC2.0K shares-9.47%2026-06-302026-07-09

STLD STEEL DYNAMICS INC2.2K shares1.00%2026-06-302026-07-09

BSX BOSTON SCIENTIFIC CORP11.7K shares-27.58%2026-06-302026-07-09

FITB FIFTH THIRD BANCORP8.8K shares0.31%2026-06-302026-07-09

EMR EMERSON ELEC CO3.5K shares-17.11%2026-06-302026-07-09

IJH ISHARES TR6.4K shares-24.10%2026-06-302026-07-09

Sponsored

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC3.7K shares0.76%2026-06-302026-07-09

C CITIGROUP INC3.5K shares-18.79%2026-06-302026-07-09

MAR MARRIOTT INTL INC NEW1.3K shares0.86%2026-06-302026-07-09

CG CARLYLE GROUP INC11.4K shares2.01%2026-06-302026-07-09

EWBC EAST WEST BANCORP INC3.7K shares-2.30%2026-06-302026-07-09

CMG CHIPOTLE MEXICAN GRILL INC14.0K shares10.28%2026-06-302026-07-09

HOOD ROBINHOOD MKTS INC4.7K shares38.36%2026-06-302026-07-09

GEN GEN DIGITAL INC19.0K shares30.97%2026-06-302026-07-09

Sponsored

DFIC DIMENSIONAL ETF TRUST12.6K shares2.61%2026-06-302026-07-09

ORLY OREILLY AUTOMOTIVE INC5.1K shares-39.49%2026-06-302026-07-09

STXK EA SERIES TRUST12.0K shares-1.85%2026-06-302026-07-09

AMT AMERICAN TOWER CORP2.8K shares-6.65%2026-06-302026-07-09

AWK AMERICAN WTR WKS CO INC NEW3.4K shares-6.02%2026-06-302026-07-09

CCI CROWN CASTLE INC5.9K shares2.68%2026-06-302026-07-09

LGIH LGI HOMES INC6.9K sharesnew addition2026-06-302026-07-09

IWF ISHARES TR3.5K shares317.06%2026-06-302026-07-09

Sponsored

BK BANK OF NY MELLON CORP3.0K shares-16.34%2026-06-302026-07-09

IBKR INTERACTIVE BROKERS GROUP IN5.0K shares55.94%2026-06-302026-07-09

DIA STATE STR SPDR DOW JONES IND823 shares0.00%2026-06-302026-07-09

WBS WEBSTER FINL CORP5.6K shares4.08%2026-06-302026-07-09

EBAY EBAY INC.3.8K shares6.36%2026-06-302026-07-09

CL COLGATE PALMOLIVE CO4.6K shares22.83%2026-06-302026-07-09

DFCF DIMENSIONAL ETF TRUST9.8K sharesnew addition2026-06-302026-07-09

MEDTRONIC PLC MEDTRONIC PLC5.2K shares-12.86%2026-06-302026-07-09

Sponsored

BC BRUNSWICK CORP4.8K shares-6.50%2026-06-302026-07-09

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC3.4K shares-1.21%2026-06-302026-07-09

BMRN BIOMARIN PHARMACEUTICAL INC7.0K shares34.24%2026-06-302026-07-09

BIIB BIOGEN INC1.8K shares0.11%2026-06-302026-07-09

SCHH SCHWAB STRATEGIC TR16.7K shares-15.59%2026-06-302026-07-09

FDX FEDEX CORP1.3K shares-14.48%2026-06-302026-07-09

CBRE CBRE GROUP INC2.9K shares-4.26%2026-06-302026-07-09

TWLO TWILIO INC1.9K shares4.35%2026-06-302026-07-09

Sponsored

XYZ BLOCK INC5.1K shares6.39%2026-06-302026-07-09

AON AON PLC1.2K shares0.61%2026-06-302026-07-09

SOUTHERN CO SOUTHERN CO4.0K shares3.33%2026-06-302026-07-09

MDYG SPDR SERIES TRUST3.4K shares-0.09%2026-06-302026-07-09

PINS PINTEREST INC18.1K shares62.07%2026-06-302026-07-09

MDB MONGODB INC1.1K sharesnew addition2026-06-302026-07-09

NOC NORTHROP GRUMMAN CORP746 shares-10.12%2026-06-302026-07-09

ITW ILLINOIS TOOL WKS INC1.4K shares-24.50%2026-06-302026-07-09

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC2.8K sharesnew addition2026-06-302026-07-09

APTIV PLC APTIV PLC6.1K shares-18.18%2026-06-302026-07-09

FNB F N B CORP19.4K shares21.55%2026-06-302026-07-09

NBIS NEBIUS GROUP N.V.1.3K sharesnew addition2026-06-302026-07-09

DAR DARLING INGREDIENTS INC6.8K shares0.27%2026-06-302026-07-09

EXPE EXPEDIA GROUP INC1.4K shares1.34%2026-06-302026-07-09

CF CF INDUSTRIES HOLD3.4K shares-7.92%2026-06-302026-07-09

ADM ARCHER DANIELS MIDLAND CO4.8K shares0.99%2026-06-302026-07-09

Sponsored

MTCH MATCH GROUP INC NEW9.6K shares-9.30%2026-06-302026-07-09

MTZ MASTEC INC874 shares5.43%2026-06-302026-07-09

FNDX SCHWAB STRATEGIC TR11.7K shares-13.74%2026-06-302026-07-09

APD AIR PRODUCTS AND CHEMICALS I1.2K shares-20.36%2026-06-302026-07-09

ISHARES TR ISHARES TR3.6K shares3.68%2026-06-302026-07-09

TER TERADYNE INC723 shares-0.14%2026-06-302026-07-09

DHR DANAHER CORP DEL1.8K shares-24.48%2026-06-302026-07-09

TGT TARGET CORP2.6K shares-0.19%2026-06-302026-07-09

Sponsored

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.3.8K shares-20.46%2026-06-302026-07-09

TRGP TARGA RES CORP1.3K shares-1.98%2026-06-302026-07-09

SPHQ INVESCO EXCHANGE TRADED FD T3.8K shares0.00%2026-06-302026-07-09

VXF VANGUARD INDEX FDS1.4K shares-5.00%2026-06-302026-07-09

REGN REGENERON PHARMACEUTICALS542 shares-17.88%2026-06-302026-07-09

DIOD DIODES INC3.0K shares0.00%2026-06-302026-07-09

GD GENERAL DYNAMICS CORP920 shares1.77%2026-06-302026-07-09

CMI CUMMINS INC456 shares-8.06%2026-06-302026-07-09

Sponsored

CVNA CARVANA CO4.9K shares587.97%2026-06-302026-07-09

HOPE HOPE BANCORP INC23.6K shares-0.34%2026-06-302026-07-09

SPYV SPDR SERIES TRUST5.3K shares0.13%2026-06-302026-07-09

DGRW WISDOMTREE TR3.4K shares19.97%2026-06-302026-07-09

GWW WW GRAINGER INC235 shares2.62%2026-06-302026-07-09

IVE ISHARES TR1.4K shares-0.78%2026-06-302026-07-09

LEN LENNAR CORP3.5K shares-9.22%2026-06-302026-07-09

IYW ISHARES TR1.2K shares2.88%2026-06-302026-07-09

Sponsored

ESGV VANGUARD WORLD FD2.4K shares-0.83%2026-06-302026-07-09

AFL AFLAC INC2.7K shares6.61%2026-06-302026-07-09

EOG EOG RES INC2.4K shares14.17%2026-06-302026-07-09

DUOL DUOLINGO INC2.7K sharesnew addition2026-06-302026-07-09

BALL BALL CORP5.0K shares6.51%2026-06-302026-07-09

IWB ISHARES TR747 shares1.91%2026-06-302026-07-09

CNC CENTENE CORP DEL4.8K sharesnew addition2026-06-302026-07-09

ADSK AUTODESK INC1.6K shares-34.70%2026-06-302026-07-09

Sponsored

DFUV DIMENSIONAL ETF TRUST5.5K shares0.00%2026-06-302026-07-09

RGEN REPLIGEN CORP2.2K sharesnew addition2026-06-302026-07-09

RKLB ROCKET LAB CORP3.0K sharesnew addition2026-06-302026-07-09

DFIV DIMENSIONAL ETF TRUST5.6K shares20.83%2026-06-302026-07-09

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC911 shares-7.79%2026-06-302026-07-09

CMCSA COMCAST CORP NEW12.2K shares-21.52%2026-06-302026-07-09

IBIT ISHARES BITCOIN TRUST ETF9.0K shares0.00%2026-06-302026-07-09

BWA BORGWARNER INC4.5K shares0.00%2026-06-302026-07-09

Sponsored

CFBK CF BANKSHARES INC9.1K shares0.00%2026-06-302026-07-09

VT VANGUARD INTL EQUITY INDEX F1.9K shares-0.94%2026-06-302026-07-09

CPRT COPART INC10.5K shares-5.58%2026-06-302026-07-09

HIW HIGHWOODS PPTYS INC9.8K sharesnew addition2026-06-302026-07-09

LHX L3HARRIS TECHNOLOGIES INC1.0K shares-21.54%2026-06-302026-07-09

RMBS RAMBUS INC DEL2.2K shares-9.39%2026-06-302026-07-09

ADOBE INC ADOBE INC1.4K shares-35.45%2026-06-302026-07-09

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC16.8K shares-9.36%2026-06-302026-07-09

Sponsored

CASY CASEYS GEN STORES INC366 shares14.02%2026-06-302026-07-09

PNC PNC FINL SVCS GROUP INC1.2K shares-20.95%2026-06-302026-07-09

COIN COINBASE GLOBAL INC2.0K shares-5.65%2026-06-302026-07-09

YUM YUM BRANDS INC1.8K shares-4.64%2026-06-302026-07-09

MDLZ MONDELEZ INTL INC5.0K shares15.32%2026-06-302026-07-09

TFC TRUIST FINL CORP5.8K shares-9.16%2026-06-302026-07-09

RSP INVESCO EXCHANGE TRADED FD T1.3K sharesnew addition2026-06-302026-07-09

BE BLOOM ENERGY CORP943 sharesnew addition2026-06-302026-07-09

Sponsored

PYPL PAYPAL HLDGS INC6.6K shares14.01%2026-06-302026-07-09

IEX IDEX CORP1.2K shares6.30%2026-06-302026-07-09

CZR CAESARS ENTERTAINMENT INC NE9.4K shares21.67%2026-06-302026-07-09

EXPI AGNT INC52.2K shares-16.37%2026-06-302026-07-09

RSG REPUBLIC SVCS INC1.3K shares27.36%2026-06-302026-07-09

MPLX MPLX LP5.0K sharesnew addition2026-06-302026-07-09

ABNB AIRBNB INC2.0K shares2.04%2026-06-302026-07-09

LUV SOUTHWEST AIRLS CO5.4K sharesnew addition2026-06-302026-07-09

Sponsored

RNR RENAISSANCERE HLDGS LTD879 shares-0.45%2026-06-302026-07-09

UPS UNITED PARCEL SVCS INC2.6K shares-2.67%2026-06-302026-07-09

IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC3.5K shares0.95%2026-06-302026-07-09

CARR CARRIER GLOBAL CORPORATION3.7K sharesnew addition2026-06-302026-07-09

CENX CENTURY ALUM CO5.9K shares-0.42%2026-06-302026-07-09

EFA ISHARES TR2.6K shares1.15%2026-06-302026-07-09

IWO ISHARES TR693 shares0.00%2026-06-302026-07-09

LSCC LATTICE SEMICONDUCTOR CORP1.8K sharesnew addition2026-06-302026-07-09

Sponsored

SBAC SBA COMMUNICATIONS CORP1.5K shares5.61%2026-06-302026-07-09

KKR KKR & CO INC2.9K shares-39.16%2026-06-302026-07-09

PNW PINNACLE WEST CAP CORP2.5K shares5.08%2026-06-302026-07-09

VYM VANGUARD WHITEHALL FDS1.7K shares0.36%2026-06-302026-07-09

TPR TAPESTRY INC1.8K shares9.05%2026-06-302026-07-09

DFLV DIMENSIONAL ETF TRUST6.7K shares-52.03%2026-06-302026-07-09

BX BLACKSTONE INC2.2K shares-10.77%2026-06-302026-07-09

VOOV VANGUARD ADMIRAL FDS INC1.2K shares0.00%2026-06-302026-07-09

Sponsored

TMUS T-MOBILE US INC1.6K shares-20.30%2026-06-302026-07-09

PAYX PAYCHEX INC2.7K sharesnew addition2026-06-302026-07-09

CLX CLOROX CO DEL2.7K shares-3.76%2026-06-302026-07-09

HYD VANECK ETF TRUST5.1K shares0.88%2026-06-302026-07-09

WASTE MGMT INC DEL WASTE MGMT INC DEL1.2K shares-1.68%2026-06-302026-07-09

AXON AXON ENTERPRISE INC463 sharesnew addition2026-06-302026-07-09

COKE COCA COLA CONS INC1.3K shares0.00%2026-06-302026-07-09

MTSI MACOM TECH SOLUTIONS HLDGS I675 sharesnew addition2026-06-302026-07-09

Sponsored

ONTO ONTO INNOVATION INC677 sharesnew addition2026-06-302026-07-09

SPDR SERIES TRUST SPDR SERIES TRUST2.9K shares2.18%2026-06-302026-07-09

NTRA NATERA INC937 sharesnew addition2026-06-302026-07-09

EPD ENTERPRISE PRODS PARTNERS L6.8K sharesnew addition2026-06-302026-07-09

WEC WEC ENERGY GROUP INC2.1K sharesnew addition2026-06-302026-07-09

LESL LESLIES INC23.5K shares5.95%2026-06-302026-07-09

XEL XCEL ENERGY INC3.0K shares-1.69%2026-06-302026-07-09

AVB AVALONBAY CMNTYS INC1.3K sharesnew addition2026-06-302026-07-09

Sponsored

XPO XPO INC1.2K shares-4.40%2026-06-302026-07-09

IQLT ISHARES TR4.8K shares0.29%2026-06-302026-07-09

BKE BUCKLE INC5.5K shares-7.49%2026-06-302026-07-09

MFC MANULIFE FINL CORP5.8K sharesnew addition2026-06-302026-07-09

FNDA SCHWAB STRATEGIC TR6.1K shares-14.28%2026-06-302026-07-09

ROKU ROKU INC1.7K sharesnew addition2026-06-302026-07-09

VV VANGUARD INDEX FDS666 sharesnew addition2026-06-302026-07-09

AMERIPRISE FINL INC AMERIPRISE FINL INC498 shares3.53%2026-06-302026-07-09

Sponsored

NTAP NETAPP INC1.5K sharesnew addition2026-06-302026-07-09

ZION ZIONS BANCORPORATION NATL AS3.2K sharesnew addition2026-06-302026-07-09

ISCG ISHARES TR3.4K sharesnew addition2026-06-302026-07-09

DFAS DIMENSIONAL ETF TRUST2.7K sharesnew addition2026-06-302026-07-09

EQT EQT CORP4.2K shares-39.34%2026-06-302026-07-09

INTU INTUIT844 shares-67.74%2026-06-302026-07-09

MLI MUELLER INDS INC1.8K shares-3.70%2026-06-302026-07-09

IWS ISHARES TR1.3K sharesnew addition2026-06-302026-07-09

Sponsored

MPWR MONOLITHIC PWR SYS INC156 sharesnew addition2026-06-302026-07-09

KMB KIMBERLY-CLARK CORP2.0K sharesnew addition2026-06-302026-07-09

HSBC HSBC HLDGS PLC2.3K sharesnew addition2026-06-302026-07-09

QSR RESTAURANT BRANDS INTL INC3.0K shares0.72%2026-06-302026-07-09

PCG PG&E CORP12.7K shares-8.54%2026-06-302026-07-09

IUSG ISHARES TR1.1K sharesnew addition2026-06-302026-07-09

HYMB SPDR SERIES TRUST8.4K shares-42.91%2026-06-302026-07-09

ROP ROPER TECHNOLOGIES INC628 sharesnew addition2026-06-302026-07-09

Sponsored

BDX BECTON DICKINSON & CO1.4K shares-46.54%2026-06-302026-07-09

MSI MOTOROLA SOLUTIONS INC505 shares-3.07%2026-06-302026-07-09

NVS NOVARTIS AG1.3K shares0.38%2026-06-302026-07-09

IFF INTERNATIONAL FLAVORS&FRAGRA2.6K sharesnew addition2026-06-302026-07-09

FORM FORMFACTOR INC1.3K sharesnew addition2026-06-302026-07-09

MNST MONSTER BEVERAGE CORP NEW2.1K sharesnew addition2026-06-302026-07-09

BANCO SANTANDER SA BANCO SANTANDER SA14.8K shares-0.67%2026-06-302026-07-09

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.6K shares-9.11%2026-06-302026-07-09

Sponsored

NUTANIX INC NUTANIX INC4.0K sharesnew addition2026-06-302026-07-09

UAL UNITED AIRLS HLDGS INC1.5K sharesnew addition2026-06-302026-07-09

ZOETIS INC ZOETIS INC2.8K sharesnew addition2026-06-302026-07-09

SMTC SEMTECH CORP1.2K sharesnew addition2026-06-302026-07-09

BKR BAKER HUGHES COMPANY3.6K shares-1.06%2026-06-302026-07-09

AVEM AMERICAN CENTY ETF TR2.1K sharesnew addition2026-06-302026-07-09

LEN.B LENNAR CORP2.3K sharesnew addition2026-06-302026-07-09

WEN WENDYS CO21.0K shares-0.20%2026-06-302026-07-09

Sponsored

CWK CUSHMAN AND WAKEFIELD LTD12.9K shares0.00%2026-06-302026-07-09

NEOG NEOGEN CORP18.1K shares0.00%2026-06-302026-07-09

OBDC BLUE OWL CAPITAL CORPORATION12.5K sharesnew addition2026-06-302026-07-09

ONCOLYTICS BIOTECH INC ONCOLYTICS BIOTECH INC140.9K sharesnew addition2026-06-302026-07-09

DRTS ALPHA TAU MEDICAL LTD10.0K sharesnew addition2026-06-302026-07-09

CNH CNH INDL N V10.5K sharesnew addition2026-06-302026-07-09

IMMX IMMIX BIOPHARMA INC10.0K sharesnew addition2026-06-302026-07-09

LYG LLOYDS BANKING GROUP PLC11.5K shares3.92%2026-06-302026-07-09

Sponsored

CLOV CLOVER HEALTH INVESTMENTS CO12.5K shares0.00%2026-06-302026-07-09

AXL DAUCH CORP12.0K shares0.00%2026-06-302026-07-09

CTKB CYTEK BIOSCIENCES INC13.0K shares0.00%2026-06-302026-07-09

INDI INDIE SEMICONDUCTOR INC11.1K shares0.00%2026-06-302026-07-09

GTBP GT BIOPHARMA INC100.0K sharesnew addition2026-06-302026-07-09

GTM ZOOMINFO TECHNOLOGIES INC13.6K sharesnew addition2026-06-302026-07-09

ELDN ELEDON PHARMACEUTICALS INC10.0K shares0.00%2026-06-302026-07-09

SABR SABRE CORP11.7K shares5.60%2026-06-302026-07-09

Sponsored

DEFT DEFI TECHNOLOGIES INC11.3K shares0.00%2026-06-302026-07-09

VTV

VANGUARD INDEX FDS

5.09%

Shares896.3K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

535.54%

Shares2.1M

Event2026-06-30

Filed2026-07-09

VOT

VANGUARD INDEX FDS

390.30%

Shares216.1K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-2.88%

Shares174.7K

Event2026-06-30

Filed2026-07-09

SLYG

SPDR SERIES TRUST

1098.84%

Shares538.8K

Event2026-06-30

Filed2026-07-09

VOE

VANGUARD INDEX FDS

404.73%

Shares320.0K

Event2026-06-30

Filed2026-07-09

VBR

VANGUARD INDEX FDS

352.84%

Shares255.4K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

39.62%

Shares197.1K

Event2026-06-30

Filed2026-07-09

DFAI

DIMENSIONAL ETF TRUST

16.90%

Shares1.2M

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

-3.99%

Shares240.9K

Event2026-06-30

Filed2026-07-09

BIV

VANGUARD BD INDEX FDS

3.66%

Shares381.8K

Event2026-06-30

Filed2026-07-09

DFAE

DIMENSIONAL ETF TRUST

11.10%

Shares656.5K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

-7.43%

Shares57.9K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

-2.13%

Shares73.5K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

-1.86%

Shares47.0K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

-1.31%

Shares41.6K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

-9.08%

Shares35.9K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

-6.40%

Shares11.2K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

-3.92%

Shares210.2K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

-3.74%

Shares344.7K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB STRATEGIC TR

-5.19%

Shares400.1K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

-1.61%

Shares19.2K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

5.52%

Shares18.2K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

-0.73%

Shares8.0K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

4.16%

Shares22.1K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

3.37%

Shares27.9K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

30.66%

Shares13.1K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.36%

Shares16.7K

Event2026-06-30

Filed2026-07-09

VBK

VANGUARD INDEX FDS

-11.05%

Shares22.2K

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC

-7.75%

Shares10.1K

Event2026-06-30

Filed2026-07-09

WDC

WESTERN DIGITAL CORP

-10.88%

Shares11.1K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD INDEX FDS

11.15%

Shares72.7K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

-4.08%

Shares25.3K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

-9.93%

Shares5.1K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

-0.98%

Shares5.3K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

-6.35%

Shares39.8K

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP

-2.16%

Shares38.9K

Event2026-06-30

Filed2026-07-09

SNDK

SANDISK CORP

-0.71%

Shares2.4K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

-5.52%

Shares45.1K

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

0.62%

Shares11.5K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

-10.88%

Shares12.8K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

-6.41%

Shares18.3K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

-5.16%

Shares31.4K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-10.44%

Shares6.1K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

3.32%

Shares38.5K

Event2026-06-30

Filed2026-07-09

VISA INC

-13.05%

Shares13.1K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

-8.46%

Shares4.7K

Event2026-06-30

Filed2026-07-09

SCHV

SCHWAB STRATEGIC TR

-2.78%

Shares124.0K

Event2026-06-30

Filed2026-07-09

SLS

SELLAS LIFE SCIENCES GROUP I

-20.96%

Shares288.0K

Event2026-06-30

Filed2026-07-09

QUANTA SVCS INC

-11.82%

Shares5.1K

Event2026-06-30

Filed2026-07-09

SCHM

SCHWAB STRATEGIC TR

-9.05%

Shares98.6K

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC

-4.37%

Shares3.6K

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD STAR FDS

-15.11%

Shares36.4K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

-12.91%

Shares6.0K

Event2026-06-30

Filed2026-07-09

COCA COLA CO

2.86%

Shares37.8K

Event2026-06-30

Filed2026-07-09

MRVL

MARVELL TECHNOLOGY INC

1.00%

Shares10.1K

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS INC

-8.63%

Shares8.6K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

-0.30%

Shares91.2K

Event2026-06-30

Filed2026-07-09

VRT

VERTIV HOLDINGS CO

-18.45%

Shares8.6K

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC

4.69%

Shares15.5K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

25.90%

Shares6.7K

Event2026-06-30

Filed2026-07-09

PALANTIR TECHNOLOGIES INC

-17.54%

Shares23.4K

Event2026-06-30

Filed2026-07-09

NETFLIX INC.

-18.79%

Shares36.5K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

-4.86%

Shares13.4K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP

0.21%

Shares44.0K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

-2.45%

Shares19.5K

Event2026-06-30

Filed2026-07-09

CROWDSTRIKE HLDGS INC

-9.80%

Shares3.2K

Event2026-06-30

Filed2026-07-09

MORGAN STANLEY

-6.77%

Shares11.5K

Event2026-06-30

Filed2026-07-09

SCHA

SCHWAB STRATEGIC TR

-10.42%

Shares63.9K

Event2026-06-30

Filed2026-07-09

ADI

ANALOG DEVICES INC

1.93%

Shares5.8K

Event2026-06-30

Filed2026-07-09

WELL

WELLTOWER INC

-2.48%

Shares10.1K

Event2026-06-30

Filed2026-07-09

CDNS

CADENCE DESIGN SYSTEM INC

2.86%

Shares6.1K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

1.90%

Shares31.2K

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW

-11.87%

Shares14.6K

Event2026-06-30

Filed2026-07-09

ROYAL CARIBBEAN GROUP

-8.01%

Shares6.9K

Event2026-06-30

Filed2026-07-09

ORACLE CORP

-2.60%

Shares14.9K

Event2026-06-30

Filed2026-07-09

SCHX

SCHWAB STRATEGIC TR

-1.70%

Shares72.9K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-0.88%

Shares22.1K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

-8.80%

Shares7.6K

Event2026-06-30

Filed2026-07-09

UVSP

UNIVEST FINANCIAL CORPORATIO

0.48%

Shares47.9K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

-6.46%

Shares2.8K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

3.01%

Shares5.8K

Event2026-06-30

Filed2026-07-09

BSV

VANGUARD BD INDEX FDS

-2.68%

Shares25.9K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

-10.21%

Shares11.9K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO

-8.02%

Shares23.2K

Event2026-06-30

Filed2026-07-09

CSX

CSX CORP

1.67%

Shares39.8K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

-77.49%

Shares2.5K

Event2026-06-30

Filed2026-07-09

BND

VANGUARD BD INDEX FDS

-1.75%

Shares25.5K

Event2026-06-30

Filed2026-07-09

AMGN

AMGEN INC

-4.22%

Shares5.1K

Event2026-06-30

Filed2026-07-09

ANET

ARISTA NETWORKS INC

-3.66%

Shares10.4K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

3.77%

Shares5.2K

Event2026-06-30

Filed2026-07-09

TXN

TEXAS INSTRS INC

-0.71%

Shares5.9K

Event2026-06-30

Filed2026-07-09

SPOTIFY TECHNOLOGY S A

-9.49%

Shares3.8K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

307.52%

Shares21.4K

Event2026-06-30

Filed2026-07-09

HLT

HILTON WORLDWIDE HLDGS INC

2.85%

Shares5.2K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

-7.16%

Shares12.6K

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORP

948.59%

Shares5.6K

Event2026-06-30

Filed2026-07-09

ITT

ITT INC

-4.07%

Shares8.5K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-6.59%

Shares5.6K

Event2026-06-30

Filed2026-07-09

CLOUDFLARE INC

1.37%

Shares6.8K

Event2026-06-30

Filed2026-07-09

CFG

CITIZENS FINL GROUP INC

6.82%

Shares23.3K

Event2026-06-30

Filed2026-07-09

VTEB

VANGUARD MUN BD FDS

1.07%

Shares32.1K

Event2026-06-30

Filed2026-07-09

TRANE TECHNOLOGIES PLC

-13.52%

Shares3.2K

Event2026-06-30

Filed2026-07-09

DUK

DUKE ENERGY CORP NEW

-0.46%

Shares12.5K

Event2026-06-30

Filed2026-07-09

BKNG

BOOKING HOLDINGS INC

1992.09%

Shares8.7K

Event2026-06-30

Filed2026-07-09

WMB

WILLIAMS COS INC

-9.45%

Shares20.8K

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS CORP

-18.96%

Shares5.6K

Event2026-06-30

Filed2026-07-09

DEERE & CO

-0.63%

Shares2.4K

Event2026-06-30

Filed2026-07-09

MPC

MARATHON PETE CORP

1.39%

Shares5.8K

Event2026-06-30

Filed2026-07-09

MCK

MCKESSON CORP

-11.94%

Shares2.0K

Event2026-06-30

Filed2026-07-09

NISOURCE INC

-5.75%

Shares31.2K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

-11.77%

Shares16.8K

Event2026-06-30

Filed2026-07-09

APPLOVIN CORP

-1.14%

Shares2.9K

Event2026-06-30

Filed2026-07-09

SCHO

SCHWAB STRATEGIC TR

New

Shares60.5K

Event2026-06-30

Filed2026-07-09

HWM

HOWMET AEROSPACE INC

-15.67%

Shares5.4K

Event2026-06-30

Filed2026-07-09

SCHK

SCHWAB STRATEGIC TR

0.36%

Shares39.5K

Event2026-06-30

Filed2026-07-09

ISRG

INTUITIVE SURGICAL INC

-15.00%

Shares3.6K

Event2026-06-30

Filed2026-07-09

NVT

NVENT ELEC PLC

2.95%

Shares8.2K

Event2026-06-30

Filed2026-07-09

DELL

DELL TECHNOLOGIES INC

3.57%

Shares3.2K

Event2026-06-30

Filed2026-07-09

WBD

WARNER BROS DISCOVERY INC

-12.76%

Shares51.5K

Event2026-06-30

Filed2026-07-09

DAL

DELTA AIR LINES INC

-5.18%

Shares14.5K

Event2026-06-30

Filed2026-07-09

STXG

EA SERIES TRUST

-2.34%

Shares24.6K

Event2026-06-30

Filed2026-07-09

BOEING CO

19.14%

Shares6.3K

Event2026-06-30

Filed2026-07-09

DVN

DEVON ENERGY CORP NEW

54.08%

Shares32.8K

Event2026-06-30

Filed2026-07-09

SPG

SIMON PPTY GROUP INC NEW

-2.32%

Shares6.0K

Event2026-06-30

Filed2026-07-09

KEYS

KEYSIGHT TECHNOLOGIES INC

11.11%

Shares3.7K

Event2026-06-30

Filed2026-07-09

AT&T INC

-10.91%

Shares62.6K

Event2026-06-30

Filed2026-07-09

LIN

LINDE PLC

-4.66%

Shares2.5K

Event2026-06-30

Filed2026-07-09

SCHW

SCHWAB CHARLES CORP

-1.36%

Shares13.9K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

-0.64%

Shares15.4K

Event2026-06-30

Filed2026-07-09

VRTX

VERTEX PHARMACEUTICALS INC

4.52%

Shares2.6K

Event2026-06-30

Filed2026-07-09

RUSHB

RUSH ENTERPRISES INC

-5.89%

Shares16.3K

Event2026-06-30

Filed2026-07-09

STXV

EA SERIES TRUST

-1.46%

Shares32.9K

Event2026-06-30

Filed2026-07-09

NEM

NEWMONT CORP

-10.83%

Shares13.3K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD SPECIALIZED FUNDS

-71.12%

Shares5.2K

Event2026-06-30

Filed2026-07-09

HUBB

HUBBELL INC

-1.92%

Shares2.4K

Event2026-06-30

Filed2026-07-09

BUSE

FIRST BUSEY CORP

11.83%

Shares41.7K

Event2026-06-30

Filed2026-07-09

LECO

LINCOLN ELEC HLDGS INC

-1.72%

Shares4.6K

Event2026-06-30

Filed2026-07-09

GILD

GILEAD SCIENCES INC

-14.17%

Shares9.6K

Event2026-06-30

Filed2026-07-09

PARKER-HANNIFIN CORP

-6.42%

Shares1.2K

Event2026-06-30

Filed2026-07-09

BMY

BRISTOL-MYERS SQUIBB CO

-5.88%

Shares21.0K

Event2026-06-30

Filed2026-07-09

LFST

LIFESTANCE HEALTH GROUP INC

-4.29%

Shares111.4K

Event2026-06-30

Filed2026-07-09

BLK

BLACKROCK INC

-20.74%

Shares1.2K

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABORATORIES

-8.03%

Shares12.8K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP

-0.88%

Shares4.3K

Event2026-06-30

Filed2026-07-09

LMT

LOCKHEED MARTIN CORP

17.07%

Shares2.3K

Event2026-06-30

Filed2026-07-09

ROST

ROSS STORES INC

-3.34%

Shares5.4K

Event2026-06-30

Filed2026-07-09

COR

CENCORA INC

6.95%

Shares4.0K

Event2026-06-30

Filed2026-07-09

CNO

CNO FINL GROUP INC

-6.94%

Shares21.8K

Event2026-06-30

Filed2026-07-09

GLW

CORNING INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-09

THG

HANOVER INS GROUP INC

2.81%

Shares5.1K

Event2026-06-30

Filed2026-07-09

COF

CAPITAL ONE FINL CORP

-10.22%

Shares5.4K

Event2026-06-30

Filed2026-07-09

SJM

SMUCKER J M CO

34.93%

Shares9.6K

Event2026-06-30

Filed2026-07-09

QCOM

QUALCOMM INC

37.28%

Shares5.8K

Event2026-06-30

Filed2026-07-09

VGT

VANGUARD WORLD FD

700.18%

Shares8.9K

Event2026-06-30

Filed2026-07-09

SYK

STRYKER CORPORATION

2.68%

Shares3.4K

Event2026-06-30

Filed2026-07-09

VSS

VANGUARD INTL EQUITY INDEX F

-21.44%

Shares6.9K

Event2026-06-30

Filed2026-07-09

HBAN

HUNTINGTON BANCSHARES INC

7.51%

Shares59.5K

Event2026-06-30

Filed2026-07-09

VTHR

VANGUARD SCOTTSDALE FDS

-0.57%

Shares3.1K

Event2026-06-30

Filed2026-07-09

IDA

IDACORP INC

-2.38%

Shares6.8K

Event2026-06-30

Filed2026-07-09

UBER

UBER TECHNOLOGIES INC

-4.28%

Shares14.3K

Event2026-06-30

Filed2026-07-09

FTNT

FORTINET INC

-7.27%

Shares6.7K

Event2026-06-30

Filed2026-07-09

CHUBB LIMITED

-3.90%

Shares3.0K

Event2026-06-30

Filed2026-07-09

SNPS

SYNOPSYS INC

4.86%

Shares2.3K

Event2026-06-30

Filed2026-07-09

PGR

PROGRESSIVE CORP

2.13%

Shares4.7K

Event2026-06-30

Filed2026-07-09

IDEXX LABS INC

-5.41%

Shares1.9K

Event2026-06-30

Filed2026-07-09

DFUS

DIMENSIONAL ETF TRUST

3.37%

Shares12.4K

Event2026-06-30

Filed2026-07-09

AZO

AUTOZONE INC

-6.23%

Shares316

Event2026-06-30

Filed2026-07-09

FNDF

SCHWAB STRATEGIC TR

-2.59%

Shares19.1K

Event2026-06-30

Filed2026-07-09

DOLLAR GEN CORP

-3.00%

Shares8.8K

Event2026-06-30

Filed2026-07-09

AME

AMETEK INC

67.07%

Shares4.2K

Event2026-06-30

Filed2026-07-09

THE CIGNA GROUP

3.44%

Shares3.6K

Event2026-06-30

Filed2026-07-09

NSC

NORFOLK SOUTHN CORP

-2.81%

Shares3.1K

Event2026-06-30

Filed2026-07-09

PLD

PROLOGIS INC.

-2.67%

Shares7.3K

Event2026-06-30

Filed2026-07-09

STRV

EA SERIES TRUST

-2.08%

Shares20.4K

Event2026-06-30

Filed2026-07-09

DASH

DOORDASH INC

-7.84%

Shares5.3K

Event2026-06-30

Filed2026-07-09

GENERAL MTRS CO

-10.16%

Shares12.7K

Event2026-06-30

Filed2026-07-09

ORI

OLD REP INTL CORP

-10.95%

Shares23.8K

Event2026-06-30

Filed2026-07-09

TDG

TRANSDIGM GROUP INC

-3.57%

Shares730

Event2026-06-30

Filed2026-07-09

STAG

STAG INDUSTRIAL INC

1.96%

Shares25.4K

Event2026-06-30

Filed2026-07-09

AIG

AMERICAN INTL GROUP INC

-3.64%

Shares13.0K

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC INC

-5.69%

Shares1.9K

Event2026-06-30

Filed2026-07-09

CTAS

CINTAS CORP

3.27%

Shares5.6K

Event2026-06-30

Filed2026-07-09

SLYV

SPDR SERIES TRUST

-55.50%

Shares8.8K

Event2026-06-30

Filed2026-07-09

SERVICENOW INC

-26.67%

Shares9.5K

Event2026-06-30

Filed2026-07-09

OGE

OGE ENERGY CORP

-2.69%

Shares19.3K

Event2026-06-30

Filed2026-07-09

COP

CONOCOPHILLIPS

-2.67%

Shares9.0K

Event2026-06-30

Filed2026-07-09

JOHNSON CONTROLS INTERNATION

-16.92%

Shares6.3K

Event2026-06-30

Filed2026-07-09

PSX

PHILLIPS 66

1.29%

Shares5.4K

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO

15.65%

Shares9.5K

Event2026-06-30

Filed2026-07-09

LOW

LOWES COS INC

-5.08%

Shares4.1K

Event2026-06-30

Filed2026-07-09

HYG

ISHARES TR

79.58%

Shares11.3K

Event2026-06-30

Filed2026-07-09

HAL

HALLIBURTON CO

-10.32%

Shares26.6K

Event2026-06-30

Filed2026-07-09

SCHE

SCHWAB STRATEGIC TR

-5.79%

Shares24.7K

Event2026-06-30

Filed2026-07-09

UCB

UNITED CMNTY BKS BLAIRSVLE G

-1.25%

Shares25.5K

Event2026-06-30

Filed2026-07-09

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

4.88%

Shares3.6K

Event2026-06-30

Filed2026-07-09

SLB

SLB LIMITED

-3.27%

Shares19.2K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

-2.77%

Shares6.4K

Event2026-06-30

Filed2026-07-09

PHM

PULTE GROUP INC

-10.12%

Shares6.3K

Event2026-06-30

Filed2026-07-09

APH

AMPHENOL CORP

5.11%

Shares4.9K

Event2026-06-30

Filed2026-07-09

USMV

ISHARES TR

0.02%

Shares8.8K

Event2026-06-30

Filed2026-07-09

CIEN

CIENA CORP

-43.60%

Shares1.7K

Event2026-06-30

Filed2026-07-09

ECL

ECOLAB INC

-15.55%

Shares3.0K

Event2026-06-30

Filed2026-07-09

SHOP

SHOPIFY INC

-0.03%

Shares7.3K

Event2026-06-30

Filed2026-07-09

SUB

ISHARES TR

0.28%

Shares7.8K

Event2026-06-30

Filed2026-07-09

CBOE

CBOE GLOBAL MKTS INC

-9.10%

Shares3.4K

Event2026-06-30

Filed2026-07-09

VLO

VALERO ENERGY CORP

0.32%

Shares3.1K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

0.09%

Shares19.3K

Event2026-06-30

Filed2026-07-09

PYLD

PIMCO ETF TR

173.27%

Shares30.8K

Event2026-06-30

Filed2026-07-09

URI

UNITED RENTALS INC

0.56%

Shares716

Event2026-06-30

Filed2026-07-09

ASML

ASML HLDG NV

-7.31%

Shares406

Event2026-06-30

Filed2026-07-09

LNG

CHENIERE ENERGY INC

-7.48%

Shares3.3K

Event2026-06-30

Filed2026-07-09

ALNYLAM PHARMACEUTICALS INC

-8.79%

Shares2.6K

Event2026-06-30

Filed2026-07-09

S&P GLOBAL INC

-17.88%

Shares1.9K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

0.97%

Shares2.6K

Event2026-06-30

Filed2026-07-09

EQIX

EQUINIX INC

55.97%

Shares744

Event2026-06-30

Filed2026-07-09

3M CO

-17.12%

Shares4.8K

Event2026-06-30

Filed2026-07-09

USB

US BANCORP

-2.55%

Shares12.8K

Event2026-06-30

Filed2026-07-09

HEI.A

HEICO CORP NEW

-8.07%

Shares3.0K

Event2026-06-30

Filed2026-07-09

CVS

CVS HEALTH CORP

-11.00%

Shares7.3K

Event2026-06-30

Filed2026-07-09

AEP

AMERICAN ELEC PWR CO INC

11.46%

Shares5.5K

Event2026-06-30

Filed2026-07-09

SBUX

STARBUCKS CORP

-9.71%

Shares7.2K

Event2026-06-30

Filed2026-07-09

ARCH CAP GROUP LTD

-15.04%

Shares7.4K

Event2026-06-30

Filed2026-07-09

NDAQ

NASDAQ INC

-9.25%

Shares8.9K

Event2026-06-30

Filed2026-07-09

LFUS

LITTELFUSE INC

2.98%

Shares1.5K

Event2026-06-30

Filed2026-07-09

SDY

SPDR SERIES TRUST

-1.20%

Shares4.5K

Event2026-06-30

Filed2026-07-09

CRM

SALESFORCE INC

-32.11%

Shares4.4K

Event2026-06-30

Filed2026-07-09

CEG

CONSTELLATION ENERGY CORP

-17.31%

Shares2.8K

Event2026-06-30

Filed2026-07-09

VST

VISTRA CORP

-5.04%

Shares4.3K

Event2026-06-30

Filed2026-07-09

SCHF

SCHWAB STRATEGIC TR

-4.75%

Shares24.4K

Event2026-06-30

Filed2026-07-09

ARES MANAGEMENT CORPORATION

10.39%

Shares6.0K

Event2026-06-30

Filed2026-07-09

FIRSTENERGY CORP

10.52%

Shares14.0K

Event2026-06-30

Filed2026-07-09

KROGER CO

-12.50%

Shares11.9K

Event2026-06-30

Filed2026-07-09

PFE

PFIZER INC

-22.06%

Shares27.4K

Event2026-06-30

Filed2026-07-09

REALTY INCOME CORP

2.44%

Shares10.6K

Event2026-06-30

Filed2026-07-09

PRIMERICA INC

-3.04%

Shares2.3K

Event2026-06-30

Filed2026-07-09

CRL

CHARLES RIV LABS INTL INC

-1.03%

Shares2.9K

Event2026-06-30

Filed2026-07-09

SHW

SHERWIN WILLIAMS CO

3.95%

Shares1.9K

Event2026-06-30

Filed2026-07-09

QNITY ELECTRONICS INC

5.68%

Shares3.9K

Event2026-06-30

Filed2026-07-09

IDEV

ISHARES TR

1.13%

Shares7.0K

Event2026-06-30

Filed2026-07-09

HOMB

HOME BANCSHARES INC

-14.22%

Shares22.0K

Event2026-06-30

Filed2026-07-09

CME

CME GROUP INC

-25.28%

Shares2.8K

Event2026-06-30

Filed2026-07-09

SYY

SYSCO CORP

-6.25%

Shares7.4K

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

-50.87%

Shares5.7K

Event2026-06-30

Filed2026-07-09

FIX

COMFORT SYS USA INC

5.14%

Shares307

Event2026-06-30

Filed2026-07-09

ELV

ELEVANCE HEALTH INC FORMERLY

17.31%

Shares1.5K

Event2026-06-30

Filed2026-07-09

RGLD

ROYAL GOLD INC

-14.24%

Shares3.0K

Event2026-06-30

Filed2026-07-09

MDYV

SPDR SERIES TRUST

-18.05%

Shares6.2K

Event2026-06-30

Filed2026-07-09

IWR

ISHARES TR

1.15%

Shares5.4K

Event2026-06-30

Filed2026-07-09

EDWARDS LIFESCIENCES CORP

-1.66%

Shares6.5K

Event2026-06-30

Filed2026-07-09

CCL

CARNIVAL CORP LTD

New

Shares20.4K

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC

-4.20%

Shares1.4K

Event2026-06-30

Filed2026-07-09

NUE

NUCOR CORP

1.48%

Shares2.6K

Event2026-06-30

Filed2026-07-09

PRU

PRUDENTIAL FINL INC

28.73%

Shares5.4K

Event2026-06-30

Filed2026-07-09

ADP

AUTOMATIC DATA PROCESSING IN

-6.49%

Shares2.6K

Event2026-06-30

Filed2026-07-09

OXY

OCCIDENTAL PETE CORP

6.18%

Shares11.8K

Event2026-06-30

Filed2026-07-09

ZOOM COMMUNICATIONS INC

-7.67%

Shares6.6K

Event2026-06-30

Filed2026-07-09

DFIS

DIMENSIONAL ETF TRUST

New

Shares16.2K

Event2026-06-30

Filed2026-07-09

ALB

ALBEMARLE CORP

-7.73%

Shares4.2K

Event2026-06-30

Filed2026-07-09

GABC

GERMAN AMERN BANCORP INC

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-09

DOMINION ENERGY INC

2.48%

Shares8.2K

Event2026-06-30

Filed2026-07-09

MTB

M & T BK CORP

-0.21%

Shares2.3K

Event2026-06-30

Filed2026-07-09

SNOWFLAKE INC

-24.71%

Shares2.2K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-22.59%

Shares1.2K

Event2026-06-30

Filed2026-07-09

ALTRIA GROUP INC

-0.97%

Shares7.7K

Event2026-06-30

Filed2026-07-09

FREEPORT MCMORAN INC

-17.38%

Shares8.7K

Event2026-06-30

Filed2026-07-09

KMI

KINDER MORGAN INC DEL

2.85%

Shares17.1K

Event2026-06-30

Filed2026-07-09

CAH

CARDINAL HEALTH INC

-42.92%

Shares2.3K

Event2026-06-30

Filed2026-07-09

IJR

ISHARES TR

2.54%

Shares3.6K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

-12.11%

Shares2.8K

Event2026-06-30

Filed2026-07-09

ON SEMICONDUCTOR CORP

6.59%

Shares5.6K

Event2026-06-30

Filed2026-07-09

PULS

PGIM ETF TR

-16.87%

Shares10.7K

Event2026-06-30

Filed2026-07-09

NVR

NVR INC

31.03%

Shares76

Event2026-06-30

Filed2026-07-09

MCO

MOODYS CORP

-20.07%

Shares1.1K

Event2026-06-30

Filed2026-07-09

DATADOG INC

-9.47%

Shares2.0K

Event2026-06-30

Filed2026-07-09

STLD

STEEL DYNAMICS INC

1.00%

Shares2.2K

Event2026-06-30

Filed2026-07-09

BSX

BOSTON SCIENTIFIC CORP

-27.58%

Shares11.7K

Event2026-06-30

Filed2026-07-09

FITB

FIFTH THIRD BANCORP

0.31%

Shares8.8K

Event2026-06-30

Filed2026-07-09

EMR

EMERSON ELEC CO

-17.11%

Shares3.5K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

-24.10%

Shares6.4K

Event2026-06-30

Filed2026-07-09

AGILENT TECHNOLOGIES INC

0.76%

Shares3.7K

Event2026-06-30

Filed2026-07-09

CITIGROUP INC

-18.79%

Shares3.5K

Event2026-06-30

Filed2026-07-09

MAR

MARRIOTT INTL INC NEW

0.86%

Shares1.3K

Event2026-06-30

Filed2026-07-09

CARLYLE GROUP INC

2.01%

Shares11.4K

Event2026-06-30

Filed2026-07-09

EWBC

EAST WEST BANCORP INC

-2.30%

Shares3.7K

Event2026-06-30

Filed2026-07-09

CMG

CHIPOTLE MEXICAN GRILL INC

10.28%

Shares14.0K

Event2026-06-30

Filed2026-07-09

HOOD

ROBINHOOD MKTS INC

38.36%

Shares4.7K

Event2026-06-30

Filed2026-07-09

GEN

GEN DIGITAL INC

30.97%

Shares19.0K

Event2026-06-30

Filed2026-07-09

DFIC

DIMENSIONAL ETF TRUST

2.61%

Shares12.6K

Event2026-06-30

Filed2026-07-09

ORLY

OREILLY AUTOMOTIVE INC

-39.49%

Shares5.1K

Event2026-06-30

Filed2026-07-09

STXK

EA SERIES TRUST

-1.85%

Shares12.0K

Event2026-06-30

Filed2026-07-09

AMT

AMERICAN TOWER CORP

-6.65%

Shares2.8K

Event2026-06-30

Filed2026-07-09

AWK

AMERICAN WTR WKS CO INC NEW

-6.02%

Shares3.4K

Event2026-06-30

Filed2026-07-09

CCI

CROWN CASTLE INC

2.68%

Shares5.9K

Event2026-06-30

Filed2026-07-09

LGIH

LGI HOMES INC

New

Shares6.9K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

317.06%

Shares3.5K

Event2026-06-30

Filed2026-07-09

BANK OF NY MELLON CORP

-16.34%

Shares3.0K

Event2026-06-30

Filed2026-07-09

IBKR

INTERACTIVE BROKERS GROUP IN

55.94%

Shares5.0K

Event2026-06-30

Filed2026-07-09

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares823

Event2026-06-30

Filed2026-07-09

WBS

WEBSTER FINL CORP

4.08%

Shares5.6K

Event2026-06-30

Filed2026-07-09

EBAY

EBAY INC.

6.36%

Shares3.8K

Event2026-06-30

Filed2026-07-09

COLGATE PALMOLIVE CO

22.83%

Shares4.6K

Event2026-06-30

Filed2026-07-09

DFCF

DIMENSIONAL ETF TRUST

New

Shares9.8K

Event2026-06-30

Filed2026-07-09

MEDTRONIC PLC

-12.86%

Shares5.2K

Event2026-06-30

Filed2026-07-09

BRUNSWICK CORP

-6.50%

Shares4.8K

Event2026-06-30

Filed2026-07-09

AKAMAI TECHNOLOGIES INC

-1.21%

Shares3.4K

Event2026-06-30

Filed2026-07-09

BMRN

BIOMARIN PHARMACEUTICAL INC

34.24%

Shares7.0K

Event2026-06-30

Filed2026-07-09

BIIB

BIOGEN INC

0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-09

SCHH

SCHWAB STRATEGIC TR

-15.59%

Shares16.7K

Event2026-06-30

Filed2026-07-09

FDX

FEDEX CORP

-14.48%

Shares1.3K

Event2026-06-30

Filed2026-07-09

CBRE

CBRE GROUP INC

-4.26%

Shares2.9K

Event2026-06-30

Filed2026-07-09

TWLO

TWILIO INC

4.35%

Shares1.9K

Event2026-06-30

Filed2026-07-09

XYZ

BLOCK INC

6.39%

Shares5.1K

Event2026-06-30

Filed2026-07-09

AON

AON PLC

0.61%

Shares1.2K

Event2026-06-30

Filed2026-07-09

SOUTHERN CO

3.33%

Shares4.0K

Event2026-06-30

Filed2026-07-09

MDYG

SPDR SERIES TRUST

-0.09%

Shares3.4K

Event2026-06-30

Filed2026-07-09

PINS

PINTEREST INC

62.07%

Shares18.1K

Event2026-06-30

Filed2026-07-09

MDB

MONGODB INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

NOC

NORTHROP GRUMMAN CORP

-10.12%

Shares746

Event2026-06-30

Filed2026-07-09

ITW

ILLINOIS TOOL WKS INC

-24.50%

Shares1.4K

Event2026-06-30

Filed2026-07-09

DUPONT DE NEMOURS INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-09

APTIV PLC

-18.18%

Shares6.1K

Event2026-06-30

Filed2026-07-09

FNB

F N B CORP

21.55%

Shares19.4K

Event2026-06-30

Filed2026-07-09

NBIS

NEBIUS GROUP N.V.

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

DAR

DARLING INGREDIENTS INC

0.27%

Shares6.8K

Event2026-06-30

Filed2026-07-09

EXPE

EXPEDIA GROUP INC

1.34%

Shares1.4K

Event2026-06-30

Filed2026-07-09

CF INDUSTRIES HOLD

-7.92%

Shares3.4K

Event2026-06-30

Filed2026-07-09

ADM

ARCHER DANIELS MIDLAND CO

0.99%

Shares4.8K

Event2026-06-30

Filed2026-07-09

MTCH

MATCH GROUP INC NEW

-9.30%

Shares9.6K

Event2026-06-30

Filed2026-07-09

MTZ

MASTEC INC

5.43%

Shares874

Event2026-06-30

Filed2026-07-09

FNDX

SCHWAB STRATEGIC TR

-13.74%

Shares11.7K

Event2026-06-30

Filed2026-07-09

APD

AIR PRODUCTS AND CHEMICALS I

-20.36%

Shares1.2K

Event2026-06-30

Filed2026-07-09

ISHARES TR

3.68%

Shares3.6K

Event2026-06-30

Filed2026-07-09

TER

TERADYNE INC

-0.14%

Shares723

Event2026-06-30

Filed2026-07-09

DHR

DANAHER CORP DEL

-24.48%

Shares1.8K

Event2026-06-30

Filed2026-07-09

TGT

TARGET CORP

-0.19%

Shares2.6K

Event2026-06-30

Filed2026-07-09

MICROCHIP TECHNOLOGY INC.

-20.46%

Shares3.8K

Event2026-06-30

Filed2026-07-09

TRGP

TARGA RES CORP

-1.98%

Shares1.3K

Event2026-06-30

Filed2026-07-09

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-09

VXF

VANGUARD INDEX FDS

-5.00%

Shares1.4K

Event2026-06-30

Filed2026-07-09

REGN

REGENERON PHARMACEUTICALS

-17.88%

Shares542

Event2026-06-30

Filed2026-07-09

DIOD

DIODES INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-09

GENERAL DYNAMICS CORP

1.77%

Shares920

Event2026-06-30

Filed2026-07-09

CMI

CUMMINS INC

-8.06%

Shares456

Event2026-06-30

Filed2026-07-09

CVNA

CARVANA CO

587.97%

Shares4.9K

Event2026-06-30

Filed2026-07-09

HOPE

HOPE BANCORP INC

-0.34%

Shares23.6K

Event2026-06-30

Filed2026-07-09

SPYV

SPDR SERIES TRUST

0.13%

Shares5.3K

Event2026-06-30

Filed2026-07-09

DGRW

WISDOMTREE TR

19.97%

Shares3.4K

Event2026-06-30

Filed2026-07-09

GWW

WW GRAINGER INC

2.62%

Shares235

Event2026-06-30

Filed2026-07-09

IVE

ISHARES TR

-0.78%

Shares1.4K

Event2026-06-30

Filed2026-07-09

LEN

LENNAR CORP

-9.22%

Shares3.5K

Event2026-06-30

Filed2026-07-09

IYW

ISHARES TR

2.88%

Shares1.2K

Event2026-06-30

Filed2026-07-09

ESGV

VANGUARD WORLD FD

-0.83%

Shares2.4K

Event2026-06-30

Filed2026-07-09

AFL

AFLAC INC

6.61%

Shares2.7K

Event2026-06-30

Filed2026-07-09

EOG

EOG RES INC

14.17%

Shares2.4K

Event2026-06-30

Filed2026-07-09

DUOL

DUOLINGO INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-09

BALL

BALL CORP

6.51%

Shares5.0K

Event2026-06-30

Filed2026-07-09

IWB

ISHARES TR

1.91%

Shares747

Event2026-06-30

Filed2026-07-09

CNC

CENTENE CORP DEL

New

Shares4.8K

Event2026-06-30

Filed2026-07-09

ADSK

AUTODESK INC

-34.70%

Shares1.6K

Event2026-06-30

Filed2026-07-09

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-09

RGEN

REPLIGEN CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-09

RKLB

ROCKET LAB CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-09

DFIV

DIMENSIONAL ETF TRUST

20.83%

Shares5.6K

Event2026-06-30

Filed2026-07-09

TRAVELERS COMPANIES INC

-7.79%

Shares911

Event2026-06-30

Filed2026-07-09

CMCSA

COMCAST CORP NEW

-21.52%

Shares12.2K

Event2026-06-30

Filed2026-07-09

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-09

BWA

BORGWARNER INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-09

CFBK

CF BANKSHARES INC

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-09

VANGUARD INTL EQUITY INDEX F

-0.94%

Shares1.9K

Event2026-06-30

Filed2026-07-09

CPRT

COPART INC

-5.58%

Shares10.5K

Event2026-06-30

Filed2026-07-09

HIW

HIGHWOODS PPTYS INC

New

Shares9.8K

Event2026-06-30

Filed2026-07-09

LHX

L3HARRIS TECHNOLOGIES INC

-21.54%

Shares1.0K

Event2026-06-30

Filed2026-07-09

RMBS

RAMBUS INC DEL

-9.39%

Shares2.2K

Event2026-06-30

Filed2026-07-09

ADOBE INC

-35.45%

Shares1.4K

Event2026-06-30

Filed2026-07-09

RIVIAN AUTOMOTIVE INC

-9.36%

Shares16.8K

Event2026-06-30

Filed2026-07-09

CASY

CASEYS GEN STORES INC

14.02%

Shares366

Event2026-06-30

Filed2026-07-09

PNC

PNC FINL SVCS GROUP INC

-20.95%

Shares1.2K

Event2026-06-30

Filed2026-07-09

COIN

COINBASE GLOBAL INC

-5.65%

Shares2.0K

Event2026-06-30

Filed2026-07-09

YUM

YUM BRANDS INC

-4.64%

Shares1.8K

Event2026-06-30

Filed2026-07-09

MDLZ

MONDELEZ INTL INC

15.32%

Shares5.0K

Event2026-06-30

Filed2026-07-09

TFC

TRUIST FINL CORP

-9.16%

Shares5.8K

Event2026-06-30

Filed2026-07-09

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

BLOOM ENERGY CORP

New

Shares943

Event2026-06-30

Filed2026-07-09

PYPL

PAYPAL HLDGS INC

14.01%

Shares6.6K

Event2026-06-30

Filed2026-07-09

IEX

IDEX CORP

6.30%

Shares1.2K

Event2026-06-30

Filed2026-07-09

CZR

CAESARS ENTERTAINMENT INC NE

21.67%

Shares9.4K

Event2026-06-30

Filed2026-07-09

EXPI

AGNT INC

-16.37%

Shares52.2K

Event2026-06-30

Filed2026-07-09

RSG

REPUBLIC SVCS INC

27.36%

Shares1.3K

Event2026-06-30

Filed2026-07-09

MPLX

MPLX LP

New

Shares5.0K

Event2026-06-30

Filed2026-07-09

ABNB

AIRBNB INC

2.04%

Shares2.0K

Event2026-06-30

Filed2026-07-09

LUV

SOUTHWEST AIRLS CO

New

Shares5.4K

Event2026-06-30

Filed2026-07-09

RNR

RENAISSANCERE HLDGS LTD

-0.45%

Shares879

Event2026-06-30

Filed2026-07-09

UPS

UNITED PARCEL SVCS INC

-2.67%

Shares2.6K

Event2026-06-30

Filed2026-07-09

IONIS PHARMACEUTICALS INC

0.95%

Shares3.5K

Event2026-06-30

Filed2026-07-09

CARR

CARRIER GLOBAL CORPORATION

New

Shares3.7K

Event2026-06-30

Filed2026-07-09

CENX

CENTURY ALUM CO

-0.42%

Shares5.9K

Event2026-06-30

Filed2026-07-09

EFA

ISHARES TR

1.15%

Shares2.6K

Event2026-06-30

Filed2026-07-09

IWO

ISHARES TR

0.00%

Shares693

Event2026-06-30

Filed2026-07-09

LSCC

LATTICE SEMICONDUCTOR CORP

New

Shares1.8K

Event2026-06-30

Filed2026-07-09

SBAC

SBA COMMUNICATIONS CORP

5.61%

Shares1.5K

Event2026-06-30

Filed2026-07-09

KKR

KKR & CO INC

-39.16%

Shares2.9K

Event2026-06-30

Filed2026-07-09

PNW

PINNACLE WEST CAP CORP

5.08%

Shares2.5K

Event2026-06-30

Filed2026-07-09

VYM

VANGUARD WHITEHALL FDS

0.36%

Shares1.7K

Event2026-06-30

Filed2026-07-09

TPR

TAPESTRY INC

9.05%

Shares1.8K

Event2026-06-30

Filed2026-07-09

DFLV

DIMENSIONAL ETF TRUST

-52.03%

Shares6.7K

Event2026-06-30

Filed2026-07-09

BLACKSTONE INC

-10.77%

Shares2.2K

Event2026-06-30

Filed2026-07-09

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

TMUS

T-MOBILE US INC

-20.30%

Shares1.6K

Event2026-06-30

Filed2026-07-09

PAYX

PAYCHEX INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-09

CLX

CLOROX CO DEL

-3.76%

Shares2.7K

Event2026-06-30

Filed2026-07-09

HYD

VANECK ETF TRUST

0.88%

Shares5.1K

Event2026-06-30

Filed2026-07-09

WASTE MGMT INC DEL

-1.68%

Shares1.2K

Event2026-06-30

Filed2026-07-09

AXON

AXON ENTERPRISE INC

New

Shares463

Event2026-06-30

Filed2026-07-09

COKE

COCA COLA CONS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

MTSI

MACOM TECH SOLUTIONS HLDGS I

New

Shares675

Event2026-06-30

Filed2026-07-09

ONTO

ONTO INNOVATION INC

New

Shares677

Event2026-06-30

Filed2026-07-09

SPDR SERIES TRUST

2.18%

Shares2.9K

Event2026-06-30

Filed2026-07-09

NTRA

NATERA INC

New

Shares937

Event2026-06-30

Filed2026-07-09

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares6.8K

Event2026-06-30

Filed2026-07-09

WEC

WEC ENERGY GROUP INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-09

LESL

LESLIES INC

5.95%

Shares23.5K

Event2026-06-30

Filed2026-07-09

XEL

XCEL ENERGY INC

-1.69%

Shares3.0K

Event2026-06-30

Filed2026-07-09

AVB

AVALONBAY CMNTYS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

XPO

XPO INC

-4.40%

Shares1.2K

Event2026-06-30

Filed2026-07-09

IQLT

ISHARES TR

0.29%

Shares4.8K

Event2026-06-30

Filed2026-07-09

BKE

BUCKLE INC

-7.49%

Shares5.5K

Event2026-06-30

Filed2026-07-09

MFC

MANULIFE FINL CORP

New

Shares5.8K

Event2026-06-30

Filed2026-07-09

FNDA

SCHWAB STRATEGIC TR

-14.28%

Shares6.1K

Event2026-06-30

Filed2026-07-09

ROKU

ROKU INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

New

Shares666

Event2026-06-30

Filed2026-07-09

AMERIPRISE FINL INC

3.53%

Shares498

Event2026-06-30

Filed2026-07-09

NTAP

NETAPP INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

ZION

ZIONS BANCORPORATION NATL AS

New

Shares3.2K

Event2026-06-30

Filed2026-07-09

ISCG

ISHARES TR

New

Shares3.4K

Event2026-06-30

Filed2026-07-09

DFAS

DIMENSIONAL ETF TRUST

New

Shares2.7K

Event2026-06-30

Filed2026-07-09

EQT

EQT CORP

-39.34%

Shares4.2K

Event2026-06-30

Filed2026-07-09

INTU

INTUIT

-67.74%

Shares844

Event2026-06-30

Filed2026-07-09

MLI

MUELLER INDS INC

-3.70%

Shares1.8K

Event2026-06-30

Filed2026-07-09

IWS

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

MPWR

MONOLITHIC PWR SYS INC

New

Shares156

Event2026-06-30

Filed2026-07-09

KMB

KIMBERLY-CLARK CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-09

HSBC

HSBC HLDGS PLC

New

Shares2.3K

Event2026-06-30

Filed2026-07-09

QSR

RESTAURANT BRANDS INTL INC

0.72%

Shares3.0K

Event2026-06-30

Filed2026-07-09

PCG

PG&E CORP

-8.54%

Shares12.7K

Event2026-06-30

Filed2026-07-09

IUSG

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

HYMB

SPDR SERIES TRUST

-42.91%

Shares8.4K

Event2026-06-30

Filed2026-07-09

ROP

ROPER TECHNOLOGIES INC

New

Shares628

Event2026-06-30

Filed2026-07-09

BDX

BECTON DICKINSON & CO

-46.54%

Shares1.4K

Event2026-06-30

Filed2026-07-09

MSI

MOTOROLA SOLUTIONS INC

-3.07%

Shares505

Event2026-06-30

Filed2026-07-09

NVS

NOVARTIS AG

0.38%

Shares1.3K

Event2026-06-30

Filed2026-07-09

IFF

INTERNATIONAL FLAVORS&FRAGRA

New

Shares2.6K

Event2026-06-30

Filed2026-07-09

FORM

FORMFACTOR INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

MNST

MONSTER BEVERAGE CORP NEW

New

Shares2.1K

Event2026-06-30

Filed2026-07-09

BANCO SANTANDER SA

-0.67%

Shares14.8K

Event2026-06-30

Filed2026-07-09

ACCENTURE PLC IRELAND

-9.11%

Shares1.6K

Event2026-06-30

Filed2026-07-09

NUTANIX INC

New

Shares4.0K

Event2026-06-30

Filed2026-07-09

UAL

UNITED AIRLS HLDGS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

ZOETIS INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-09

SMTC

SEMTECH CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

BKR

BAKER HUGHES COMPANY

-1.06%

Shares3.6K

Event2026-06-30

Filed2026-07-09

AVEM

AMERICAN CENTY ETF TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-09

LEN.B

LENNAR CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-09

WEN

WENDYS CO

-0.20%

Shares21.0K

Event2026-06-30

Filed2026-07-09

CWK

CUSHMAN AND WAKEFIELD LTD

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-09

NEOG

NEOGEN CORP

0.00%

Shares18.1K

Event2026-06-30

Filed2026-07-09

OBDC

BLUE OWL CAPITAL CORPORATION

New

Shares12.5K

Event2026-06-30

Filed2026-07-09

ONCOLYTICS BIOTECH INC

New

Shares140.9K

Event2026-06-30

Filed2026-07-09

DRTS

ALPHA TAU MEDICAL LTD

New

Shares10.0K

Event2026-06-30

Filed2026-07-09

CNH

CNH INDL N V

New

Shares10.5K

Event2026-06-30

Filed2026-07-09

IMMX

IMMIX BIOPHARMA INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-09

LYG

LLOYDS BANKING GROUP PLC

3.92%

Shares11.5K

Event2026-06-30

Filed2026-07-09

CLOV

CLOVER HEALTH INVESTMENTS CO

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-09

AXL

DAUCH CORP

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-09

CTKB

CYTEK BIOSCIENCES INC

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-09

INDI

INDIE SEMICONDUCTOR INC

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-09

GTBP

GT BIOPHARMA INC

New

Shares100.0K

Event2026-06-30

Filed2026-07-09

GTM

ZOOMINFO TECHNOLOGIES INC

New

Shares13.6K

Event2026-06-30

Filed2026-07-09

ELDN

ELEDON PHARMACEUTICALS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-09

SABR

SABRE CORP

5.60%

Shares11.7K

Event2026-06-30

Filed2026-07-09

DEFT

DEFI TECHNOLOGIES INC

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available