The Analysis of Fairman Group, LLC's Holdings & P&L


Currently, Fairman Group, LLC holds 326 types of securities in its portfolio with a total value $117.0M. In the most recent quarter, they have increased their positions in VOTE (+18.8K shares, valued at $1.4M), IVV (+2.2K shares, valued at $1.4M), VEA (+17.0K shares, valued at $1.1M); decreased their positions in VEEV (-12.0K shares, valued at $2.1M), ESNT (-11.0K shares, valued at $642.8K), VTWO (-1.7K shares, valued at $171.9K); initiated new positions in FXF (+520 shares, valued at $57.4K), TQQQ (+403 shares, valued at $16.8K), PG (+100 shares, valued at $14.4K).


1M P&L
+2.7M+2.70%
3M P&L
+2.0M+1.95%
HY P&L
+5.9M+6.19%

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/A75.7M
81.2%
2Insurance - Specialty4.6M
4.9%
3Insurance - Property & Casualty3.5M
3.8%

Top Industries by Stock Count

1N/A85 stocks
29.7%
2Banks - Regional9 stocks
3.1%
3Asset Management8 stocks
2.8%
Stock Holdings
IVV
ISHARES TR
5.14%
Shares44.2K
Event2026-03-31
Filed2026-04-23
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-0.11%
Shares87.3K
Event2026-03-31
Filed2026-04-23
VEA
VANGUARD TAX-MANAGED FDS
13.25%
Shares145.2K
Event2026-03-31
Filed2026-04-23
ESNT
ESSENT GROUP LTD
-12.37%
Shares77.9K
Event2026-03-31
Filed2026-04-23
STRV
EA SERIES TRUST
0.29%
Shares107.7K
Event2026-03-31
Filed2026-04-23
WRB
BERKLEY W R CORP
0.00%
Shares53.1K
Event2026-03-31
Filed2026-04-23
VTI
VANGUARD INDEX FDS
4.19%
Shares10.1K
Event2026-03-31
Filed2026-04-23
DBMF
LITMAN GREGORY FDS TR
14.63%
Shares102.3K
Event2026-03-31
Filed2026-04-23
HIMU
BLACKROCK ETF TRUST II
-1.67%
Shares58.1K
Event2026-03-31
Filed2026-04-23
IJH
ISHARES TR
0.92%
Shares38.2K
Event2026-03-31
Filed2026-04-23
EFA
ISHARES TR
0.00%
Shares21.5K
Event2026-03-31
Filed2026-04-23
VV
VANGUARD INDEX FDS
0.26%
Shares6.5K
Event2026-03-31
Filed2026-04-23
VOTE
TCW ETF TRUST
813.00%
Shares21.1K
Event2026-03-31
Filed2026-04-23
SPY
STATE STR SPDR S&P 500 ETF T
0.17%
Shares2.4K
Event2026-03-31
Filed2026-04-23
INVESCO QQQ TR
INVESCO QQQ TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-23
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-0.29%
Shares30.5K
Event2026-03-31
Filed2026-04-23
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-23
VANGUARD INDEX FDS
VANGUARD INDEX FDS
2.46%
Shares2.3K
Event2026-03-31
Filed2026-04-23
VTV
VANGUARD INDEX FDS
-1.39%
Shares6.8K
Event2026-03-31
Filed2026-04-23
DHLX
DIAMOND HILL FUNDS
1.43%
Shares92.6K
Event2026-03-31
Filed2026-04-23
PH
PARKER-HANNIFIN CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-23
VEEV
VEEVA SYS INC
-72.03%
Shares4.7K
Event2026-03-31
Filed2026-04-23
NVDA
NVIDIA CORPORATION
-6.55%
Shares4.5K
Event2026-03-31
Filed2026-04-23
VTWO
VANGUARD SCOTTSDALE FDS
-18.01%
Shares7.8K
Event2026-03-31
Filed2026-04-23
AMZN
AMAZON COM INC
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-23
ETG
EATON VANCE TX ADV GLBL DIV
0.00%
Shares28.6K
Event2026-03-31
Filed2026-04-23
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares15.2K
Event2026-03-31
Filed2026-04-23
SMMD
ISHARES TR
83.24%
Shares7.3K
Event2026-03-31
Filed2026-04-23
SCHX
SCHWAB STRATEGIC TR
2.65%
Shares21.4K
Event2026-03-31
Filed2026-04-23
ACVF
ETF OPPORTUNITIES TRUST
130.14%
Shares11.5K
Event2026-03-31
Filed2026-04-23
IEFA
ISHARES TR
0.00%
Shares5.4K
Event2026-03-31
Filed2026-04-23
SPHY
SPDR SERIES TRUST
-3.07%
Shares20.7K
Event2026-03-31
Filed2026-04-23
AAPL
APPLE INC
-9.69%
Shares1.8K
Event2026-03-31
Filed2026-04-23
META
META PLATFORMS INC
-11.07%
Shares747
Event2026-03-31
Filed2026-04-23
SCHG
SCHWAB STRATEGIC TR
0.10%
Shares14.5K
Event2026-03-31
Filed2026-04-23
IVW
ISHARES TR
7.24%
Shares3.7K
Event2026-03-31
Filed2026-04-23
DFAC
DIMENSIONAL ETF TRUST
0.25%
Shares10.7K
Event2026-03-31
Filed2026-04-23
CSQ
CALAMOS STRATEGIC TOTAL RETU
0.00%
Shares23.6K
Event2026-03-31
Filed2026-04-23
ALPHABET INC
ALPHABET INC
0.07%
Shares1.3K
Event2026-03-31
Filed2026-04-23
VIG
VANGUARD SPECIALIZED FUNDS
-1.53%
Shares1.7K
Event2026-03-31
Filed2026-04-23
EIPI
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares15.7K
Event2026-03-31
Filed2026-04-23
MSFT
MICROSOFT CORP
0.11%
Shares912
Event2026-03-31
Filed2026-04-23
VEU
VANGUARD INTL EQUITY INDEX F
66.99%
Shares4.4K
Event2026-03-31
Filed2026-04-23
SHOP
SHOPIFY INC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-23
UI
UBIQUITI INC
0.00%
Shares375
Event2026-03-31
Filed2026-04-23
SCHO
SCHWAB STRATEGIC TR
0.00%
Shares11.9K
Event2026-03-31
Filed2026-04-23
TSLA
TESLA INC
0.00%
Shares776
Event2026-03-31
Filed2026-04-23
VWO
VANGUARD INTL EQUITY INDEX F
1.78%
Shares5.0K
Event2026-03-31
Filed2026-04-23
VUG
VANGUARD INDEX FDS
20.00%
Shares618
Event2026-03-31
Filed2026-04-23
GS
GOLDMAN SACHS GROUP INC
0.00%
Shares315
Event2026-03-31
Filed2026-04-23
EOS
EATON VANCE ENHANCED EQUITY
0.00%
Shares13.0K
Event2026-03-31
Filed2026-04-23
IWM
ISHARES TR
0.20%
Shares986
Event2026-03-31
Filed2026-04-23
IDEV
ISHARES TR
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-23
VXUS
VANGUARD STAR FDS
-0.92%
Shares3.0K
Event2026-03-31
Filed2026-04-23
PFE
PFIZER INC
148.88%
Shares8.1K
Event2026-03-31
Filed2026-04-23
IWR
ISHARES TR
0.18%
Shares2.2K
Event2026-03-31
Filed2026-04-23
DGS
WISDOMTREE TR
0.34%
Shares3.5K
Event2026-03-31
Filed2026-04-23
VNQ
VANGUARD INDEX FDS
44.27%
Shares2.3K
Event2026-03-31
Filed2026-04-23
IJR
ISHARES TR
0.19%
Shares1.6K
Event2026-03-31
Filed2026-04-23
VO
VANGUARD INDEX FDS
0.30%
Shares669
Event2026-03-31
Filed2026-04-23
ET
ENERGY TRANSFER L P
0.00%
Shares9.2K
Event2026-03-31
Filed2026-04-23
SCHM
SCHWAB STRATEGIC TR
4.94%
Shares5.2K
Event2026-03-31
Filed2026-04-23
XOM
EXXON MOBIL CORP
0.44%
Shares912
Event2026-03-31
Filed2026-04-23
DLS
WISDOMTREE TR
0.22%
Shares1.8K
Event2026-03-31
Filed2026-04-23
HYBL
SSGA ACTIVE TR
-6.35%
Shares4.9K
Event2026-03-31
Filed2026-04-23
MDY
STATE STR SPDR S&P MIDCAP 40
0.53%
Shares190
Event2026-03-31
Filed2026-04-23
SCHF
SCHWAB STRATEGIC TR
-4.34%
Shares4.5K
Event2026-03-31
Filed2026-04-23
VXF
VANGUARD INDEX FDS
0.00%
Shares546
Event2026-03-31
Filed2026-04-23
WMT
WALMART INC
0.00%
Shares900
Event2026-03-31
Filed2026-04-23
DFAS
DIMENSIONAL ETF TRUST
0.26%
Shares1.6K
Event2026-03-31
Filed2026-04-23
DFIS
DIMENSIONAL ETF TRUST
0.10%
Shares3.1K
Event2026-03-31
Filed2026-04-23
ISMD
NORTHERN LTS FD TR IV
-62.15%
Shares2.5K
Event2026-03-31
Filed2026-04-23
VT
VANGUARD INTL EQUITY INDEX F
0.14%
Shares717
Event2026-03-31
Filed2026-04-23
MERCK & CO INC
MERCK & CO INC
0.00%
Shares790
Event2026-03-31
Filed2026-04-23
COIN
COINBASE GLOBAL INC
0.00%
Shares500
Event2026-03-31
Filed2026-04-23
SCHA
SCHWAB STRATEGIC TR
0.07%
Shares3.0K
Event2026-03-31
Filed2026-04-23
HD
HOME DEPOT INC
0.00%
Shares250
Event2026-03-31
Filed2026-04-23
DTD
WISDOMTREE TR
0.43%
Shares926
Event2026-03-31
Filed2026-04-23
IEMG
ISHARES INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-23
SHEL
SHELL PLC
0.00%
Shares797
Event2026-03-31
Filed2026-04-23
SPYG
SPDR SERIES TRUST
0.00%
Shares755
Event2026-03-31
Filed2026-04-23
VERX
VERTEX INC
0.00%
Shares6.1K
Event2026-03-31
Filed2026-04-23
VGSH
VANGUARD SCOTTSDALE FDS
-1.51%
Shares1.2K
Event2026-03-31
Filed2026-04-23
UBER
UBER TECHNOLOGIES INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-23
VOT
VANGUARD INDEX FDS
0.37%
Shares269
Event2026-03-31
Filed2026-04-23
AXP
AMERICAN EXPRESS CO
0.00%
Shares220
Event2026-03-31
Filed2026-04-23
VBK
VANGUARD INDEX FDS
0.00%
Shares218
Event2026-03-31
Filed2026-04-23
UGI
UGI CORP NEW
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-23
NSC
NORFOLK SOUTHN CORP
-17.58%
Shares225
Event2026-03-31
Filed2026-04-23
PNC
PNC FINL SVCS GROUP INC
0.00%
Shares308
Event2026-03-31
Filed2026-04-23
ITOT
ISHARES TR
0.22%
Shares449
Event2026-03-31
Filed2026-04-23
DIS
DISNEY WALT CO
0.00%
Shares662
Event2026-03-31
Filed2026-04-23
IBIT
ISHARES BITCOIN TRUST ETF
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-23
IWF
ISHARES TR
0.71%
Shares142
Event2026-03-31
Filed2026-04-23
FXF
INVESCO CURRENCYSHARES SWISS
New
Shares520
Event2026-03-31
Filed2026-04-23
ACGL
ARCH CAP GROUP LTD
-48.93%
Shares571
Event2026-03-31
Filed2026-04-23
DES
WISDOMTREE TR
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-23
VOE
VANGUARD INDEX FDS
0.35%
Shares284
Event2026-03-31
Filed2026-04-23
IWS
ISHARES TR
0.29%
Shares344
Event2026-03-31
Filed2026-04-23
VNQI
VANGUARD INTL EQUITY INDEX F
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-23
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares229
Event2026-03-31
Filed2026-04-23
BMY
BRISTOL-MYERS SQUIBB CO
0.00%
Shares718
Event2026-03-31
Filed2026-04-23
PRU
PRUDENTIAL FINL INC
1.50%
Shares407
Event2026-03-31
Filed2026-04-23
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares115
Event2026-03-31
Filed2026-04-23
MO
ALTRIA GROUP INC
1.86%
Shares548
Event2026-03-31
Filed2026-04-23
BXSL
BLACKSTONE SECD LENDING FD
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-23
DRAFTKINGS INC NEW
DRAFTKINGS INC NEW
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-23
RIVN
RIVIAN AUTOMOTIVE INC
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-23
CEG
CONSTELLATION ENERGY CORP
0.00%
Shares114
Event2026-03-31
Filed2026-04-23
STANLEY BLACK & DECKER INC
STANLEY BLACK & DECKER INC
0.00%
Shares443
Event2026-03-31
Filed2026-04-23
F
FORD MTR CO
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-23
IJS
ISHARES TR
0.00%
Shares252
Event2026-03-31
Filed2026-04-23
T
AT&T INC
0.40%
Shares996
Event2026-03-31
Filed2026-04-23
CVX
CHEVRON CORPORATION
0.00%
Shares139
Event2026-03-31
Filed2026-04-23
YJUN
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-23
IAUM
ISHARES GOLD TR
508.16%
Shares596
Event2026-03-31
Filed2026-04-23
PEG
PUBLIC SVC ENTERPRISE GROUP
0.00%
Shares318
Event2026-03-31
Filed2026-04-23
UMBF
UMB FINL CORP
0.00%
Shares226
Event2026-03-31
Filed2026-04-23
JNJ
JOHNSON & JOHNSON
0.00%
Shares104
Event2026-03-31
Filed2026-04-23
DVY
ISHARES TR
0.60%
Shares167
Event2026-03-31
Filed2026-04-23
PRCT
PROCEPT BIOROBOTICS CORP
-50.00%
Shares1.0K
Event2026-03-31
Filed2026-04-23
VBR
VANGUARD INDEX FDS
0.90%
Shares112
Event2026-03-31
Filed2026-04-23
JPM
JPMORGAN CHASE & CO
0.00%
Shares78
Event2026-03-31
Filed2026-04-23
ALPHABET INC
ALPHABET INC
-54.80%
Shares80
Event2026-03-31
Filed2026-04-23
V
VISA INC
0.00%
Shares73
Event2026-03-31
Filed2026-04-23
EFV
ISHARES TR
0.00%
Shares291
Event2026-03-31
Filed2026-04-23
CITIGROUP INC
CITIGROUP INC
0.54%
Shares187
Event2026-03-31
Filed2026-04-23
SCHD
SCHWAB STRATEGIC TR
60.72%
Shares622
Event2026-03-31
Filed2026-04-23
USB
US BANCORP
0.83%
Shares363
Event2026-03-31
Filed2026-04-23
PPL
PPL CORP
0.84%
Shares482
Event2026-03-31
Filed2026-04-23
KEY
KEYCORP
0.00%
Shares900
Event2026-03-31
Filed2026-04-23
TFC
TRUIST FINL CORP
1.03%
Shares392
Event2026-03-31
Filed2026-04-23
UNH
UNITEDHEALTH GROUP INC
116.67%
Shares65
Event2026-03-31
Filed2026-04-23
DGRW
WISDOMTREE TR
0.00%
Shares200
Event2026-03-31
Filed2026-04-23
VZ
VERIZON COMMUNICATIONS INC
1.51%
Shares336
Event2026-03-31
Filed2026-04-23
TQQQ
PROSHARES TR
New
Shares403
Event2026-03-31
Filed2026-04-23
EXC
EXELON CORP
0.00%
Shares342
Event2026-03-31
Filed2026-04-23
KO
COCA COLA CO
0.00%
Shares218
Event2026-03-31
Filed2026-04-23
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares36
Event2026-03-31
Filed2026-04-23
PG
PROCTER & GAMBLE CO
New
Shares100
Event2026-03-31
Filed2026-04-23
IWN
ISHARES TR
0.00%
Shares72
Event2026-03-31
Filed2026-04-23
GSEW
GOLDMAN SACHS ETF TR
0.00%
Shares160
Event2026-03-31
Filed2026-04-23
EEM
ISHARES TR
0.00%
Shares237
Event2026-03-31
Filed2026-04-23
ABBV
ABBVIE INC
0.00%
Shares61
Event2026-03-31
Filed2026-04-23
BCS
BARCLAYS PLC
0.00%
Shares600
Event2026-03-31
Filed2026-04-23
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares49
Event2026-03-31
Filed2026-04-23
IP
INTERNATIONAL PAPER CO
45.13%
Shares328
Event2026-03-31
Filed2026-04-23
AMP
AMERIPRISE FINL INC
0.00%
Shares25
Event2026-03-31
Filed2026-04-23
VONG
VANGUARD SCOTTSDALE FDS
1.04%
Shares97
Event2026-03-31
Filed2026-04-23
RY
ROYAL BK CDA
0.00%
Shares65
Event2026-03-31
Filed2026-04-23
BAC
BANK AMERICA CORP
0.00%
Shares215
Event2026-03-31
Filed2026-04-23
ORCL
ORACLE CORP
0.00%
Shares70
Event2026-03-31
Filed2026-04-23
TOTALENERGIES SE
TOTALENERGIES SE
0.00%
Shares110
Event2026-03-31
Filed2026-04-23
RB GLOBAL INC
RB GLOBAL INC
0.00%
Shares103
Event2026-03-31
Filed2026-04-23
THE CIGNA GROUP
THE CIGNA GROUP
0.00%
Shares35
Event2026-03-31
Filed2026-04-23
HLN
HALEON PLC
0.00%
Shares927
Event2026-03-31
Filed2026-04-23
BLACKSTONE INC
BLACKSTONE INC
New
Shares80
Event2026-03-31
Filed2026-04-23
PEP
PEPSICO INC
0.00%
Shares58
Event2026-03-31
Filed2026-04-23
VB
VANGUARD INDEX FDS
0.00%
Shares34
Event2026-03-31
Filed2026-04-23
HDB
HDFC BANK LTD
0.00%
Shares350
Event2026-03-31
Filed2026-04-23
BROADCOM INC
BROADCOM INC
0.00%
Shares27
Event2026-03-31
Filed2026-04-23
ISHARES GOLD TR
ISHARES GOLD TR
0.00%
Shares94
Event2026-03-31
Filed2026-04-23
RELX
RELX PLC
0.00%
Shares248
Event2026-03-31
Filed2026-04-23
FANG
DIAMONDBACK ENERGY INC
0.00%
Shares41
Event2026-03-31
Filed2026-04-23
SBUX
STARBUCKS CORP
1.19%
Shares85
Event2026-03-31
Filed2026-04-23
LINE
LINEAGE INC
New
Shares230
Event2026-03-31
Filed2026-04-23
LINDE PLC
LINDE PLC
0.00%
Shares15
Event2026-03-31
Filed2026-04-23
CTRA
COTERRA ENERGY INC
0.00%
Shares210
Event2026-03-31
Filed2026-04-23
SONY
SONY GROUP CORP
0.00%
Shares352
Event2026-03-31
Filed2026-04-23
GEV
GE VERNOVA INC
300.00%
Shares8
Event2026-03-31
Filed2026-04-23
XEL
XCEL ENERGY INC
0.00%
Shares86
Event2026-03-31
Filed2026-04-23
AZO
AUTOZONE INC
0.00%
Shares2
Event2026-03-31
Filed2026-04-23
ROST
ROSS STORES INC
0.00%
Shares30
Event2026-03-31
Filed2026-04-23
AME
AMETEK INC
0.00%
Shares30
Event2026-03-31
Filed2026-04-23
L
LOEWS CORP
0.00%
Shares60
Event2026-03-31
Filed2026-04-23
RJF
RAYMOND JAMES FINL INC
0.00%
Shares44
Event2026-03-31
Filed2026-04-23
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
0.00%
Shares55
Event2026-03-31
Filed2026-04-23
TEVA
TEVA PHARMACEUTICAL INDS LTD
0.00%
Shares206
Event2026-03-31
Filed2026-04-23
STT
STATE STR CORP
0.00%
Shares49
Event2026-03-31
Filed2026-04-23
FIS
FIDELITY NATL INFORMATION SV
0.00%
Shares131
Event2026-03-31
Filed2026-04-23
CMS
CMS ENERGY CORP
0.00%
Shares78
Event2026-03-31
Filed2026-04-23
NJAN
INNOVATOR ETFS TRUST
0.00%
Shares113
Event2026-03-31
Filed2026-04-23
NI
NISOURCE INC
0.00%
Shares128
Event2026-03-31
Filed2026-04-23
REG
REGENCY CTRS CORP
0.00%
Shares76
Event2026-03-31
Filed2026-04-23
BKR
BAKER HUGHES COMPANY
0.00%
Shares94
Event2026-03-31
Filed2026-04-23
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
0.00%
Shares3
Event2026-03-31
Filed2026-04-23
DOV
DOVER CORP
0.00%
Shares27
Event2026-03-31
Filed2026-04-23
TCOM
TRIP COM GROUP LTD
0.00%
Shares112
Event2026-03-31
Filed2026-04-23
MKSI
MKS INC.
0.00%
Shares24
Event2026-03-31
Filed2026-04-23
HUBBELL INC
HUBBELL INC
0.00%
Shares11
Event2026-03-31
Filed2026-04-23
CENCORA INC
CENCORA INC
0.00%
Shares17
Event2026-03-31
Filed2026-04-23
CMCSA
COMCAST CORP NEW
0.00%
Shares185
Event2026-03-31
Filed2026-04-23
ASML
ASML HLDG NV
0.00%
Shares4
Event2026-03-31
Filed2026-04-23
GEHC
GE HEALTHCARE TECHNOLOGIES I
0.00%
Shares74
Event2026-03-31
Filed2026-04-23
SPG
SIMON PPTY GROUP INC NEW
0.00%
Shares28
Event2026-03-31
Filed2026-04-23
ACHR
ARCHER AVIATION INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-23
DRI
DARDEN RESTAURANTS INC
0.00%
Shares26
Event2026-03-31
Filed2026-04-23
OMC
OMNICOM GROUP INC
0.00%
Shares66
Event2026-03-31
Filed2026-04-23
DOC
HEALTHPEAK PROPERTIES INC
0.00%
Shares301
Event2026-03-31
Filed2026-04-23
TDY
TELEDYNE TECHNOLOGIES INC
0.00%
Shares8
Event2026-03-31
Filed2026-04-23
AMAT
APPLIED MATLS INC
0.00%
Shares14
Event2026-03-31
Filed2026-04-23
FITB
FIFTH THIRD BANCORP
0.00%
Shares98
Event2026-03-31
Filed2026-04-23
PARAMOUNT SKYDANCE CORP
PARAMOUNT SKYDANCE CORP
0.00%
Shares500
Event2026-03-31
Filed2026-04-23
HIG
HARTFORD INSURANCE GROUP INC
0.00%
Shares33
Event2026-03-31
Filed2026-04-23
CDW
CDW CORP
0.00%
Shares37
Event2026-03-31
Filed2026-04-23
JD
JD.COM INC
0.00%
Shares150
Event2026-03-31
Filed2026-04-23
CHKP
CHECK POINT SOFTWARE TECH LT
0.00%
Shares31
Event2026-03-31
Filed2026-04-23
SLGN
SILGAN HLDGS INC
0.00%
Shares114
Event2026-03-31
Filed2026-04-23
ITT INC
ITT INC
0.00%
Shares23
Event2026-03-31
Filed2026-04-23
SNX
TD SYNNEX CORPORATION
0.00%
Shares26
Event2026-03-31
Filed2026-04-23
FLUT
FLUTTER ENTMT PLC
0.00%
Shares43
Event2026-03-31
Filed2026-04-23
JBL
JABIL INC
0.00%
Shares16
Event2026-03-31
Filed2026-04-23
WMB
WILLIAMS COS INC
-92.59%
Shares58
Event2026-03-31
Filed2026-04-23
VTRS
VIATRIS INC
0.00%
Shares304
Event2026-03-31
Filed2026-04-23
GPC
GENUINE PARTS CO
0.00%
Shares38
Event2026-03-31
Filed2026-04-23
WDC
WESTERN DIGITAL CORP
0.00%
Shares15
Event2026-03-31
Filed2026-04-23
LECO
LINCOLN ELEC HLDGS INC
0.00%
Shares16
Event2026-03-31
Filed2026-04-23
HSIC
SCHEIN HENRY INC
0.00%
Shares54
Event2026-03-31
Filed2026-04-23
AVB
AVALONBAY CMNTYS INC
0.00%
Shares24
Event2026-03-31
Filed2026-04-23
FSK
FS KKR CAP CORP
0.00%
Shares371
Event2026-03-31
Filed2026-04-23
EATON CORP PLC
EATON CORP PLC
0.00%
Shares11
Event2026-03-31
Filed2026-04-23
MTG
MGIC INVT CORP WIS
0.00%
Shares147
Event2026-03-31
Filed2026-04-23
SMH
VANECK ETF TRUST
New
Shares10
Event2026-03-31
Filed2026-04-23
QUAL
ISHARES TR
0.00%
Shares19
Event2026-03-31
Filed2026-04-23
PCG
PG&E CORP
0.00%
Shares206
Event2026-03-31
Filed2026-04-23
MHK
MOHAWK INDS INC
0.00%
Shares36
Event2026-03-31
Filed2026-04-23
HSY
HERSHEY CO
0.00%
Shares17
Event2026-03-31
Filed2026-04-23
MLM
MARTIN MARIETTA MATLS INC
0.00%
Shares6
Event2026-03-31
Filed2026-04-23
MSI
MOTOROLA SOLUTIONS INC
0.00%
Shares8
Event2026-03-31
Filed2026-04-23
MELI
MERCADOLIBRE INC
0.00%
Shares2
Event2026-03-31
Filed2026-04-23
KDP
KEURIG DR PEPPER INC
0.00%
Shares130
Event2026-03-31
Filed2026-04-23
IWD
ISHARES TR
0.00%
Shares16
Event2026-03-31
Filed2026-04-23
KR
KROGER CO
0.00%
Shares47
Event2026-03-31
Filed2026-04-23
AYI
ACUITY INC
0.00%
Shares12
Event2026-03-31
Filed2026-04-23
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
0.00%
Shares16
Event2026-03-31
Filed2026-04-23
BBY
BEST BUY INC
0.00%
Shares51
Event2026-03-31
Filed2026-04-23
CCK
CROWN HLDGS INC
0.00%
Shares33
Event2026-03-31
Filed2026-04-23
WBD
WARNER BROS DISCOVERY INC
0.00%
Shares120
Event2026-03-31
Filed2026-04-23
RPM
RPM INTL INC
0.00%
Shares33
Event2026-03-31
Filed2026-04-23
POST
POST HLDGS INC
0.00%
Shares33
Event2026-03-31
Filed2026-04-23
CF
CF INDUSTRIES HOLD
0.00%
Shares25
Event2026-03-31
Filed2026-04-23
NDSN
NORDSON CORP
0.00%
Shares12
Event2026-03-31
Filed2026-04-23
SRE
SEMPRA
0.00%
Shares32
Event2026-03-31
Filed2026-04-23
CELESTICA INC
CELESTICA INC
0.00%
Shares11
Event2026-03-31
Filed2026-04-23
SBAC
SBA COMMUNICATIONS CORP
0.00%
Shares18
Event2026-03-31
Filed2026-04-23
PKG
PACKAGING CORP AMER
0.00%
Shares14
Event2026-03-31
Filed2026-04-23
ICE
INTERCONTINENTAL EXCHANGE IN
0.00%
Shares19
Event2026-03-31
Filed2026-04-23
SPGI
S&P GLOBAL INC
0.00%
Shares7
Event2026-03-31
Filed2026-04-23
TMO
THERMO FISHER SCIENTIFIC INC
0.00%
Shares6
Event2026-03-31
Filed2026-04-23
CPB
THE CAMPBELLS COMPANY
0.78%
Shares130
Event2026-03-31
Filed2026-04-23
BALL
BALL CORP
0.00%
Shares49
Event2026-03-31
Filed2026-04-23
JCI
JOHNSON CONTROLS INTERNATION
0.00%
Shares22
Event2026-03-31
Filed2026-04-23
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares36
Event2026-03-31
Filed2026-04-23
WWD
WOODWARD INC
0.00%
Shares8
Event2026-03-31
Filed2026-04-23
ON
ON SEMICONDUCTOR CORP
0.00%
Shares46
Event2026-03-31
Filed2026-04-23
ACA
ARCOSA INC
0.00%
Shares26
Event2026-03-31
Filed2026-04-23
SUNBELT RENTALS HOLDINGS INC
SUNBELT RENTALS HOLDINGS INC
New
Shares40
Event2026-03-31
Filed2026-04-23
ZTS
ZOETIS INC
0.00%
Shares22
Event2026-03-31
Filed2026-04-23
CHTR
CHARTER COMMUNICATIONS INC
0.00%
Shares12
Event2026-03-31
Filed2026-04-23
AON PLC
AON PLC
0.00%
Shares8
Event2026-03-31
Filed2026-04-23
WTRG
ESSENTIAL UTILS INC
0.00%
Shares64
Event2026-03-31
Filed2026-04-23
TRN
TRINITY INDS INC
0.00%
Shares80
Event2026-03-31
Filed2026-04-23
JAAA
JANUS DETROIT STR TR
New
Shares50
Event2026-03-31
Filed2026-04-23
EXPE
EXPEDIA GROUP INC
0.00%
Shares11
Event2026-03-31
Filed2026-04-23
CRH PLC
CRH PLC
0.00%
Shares24
Event2026-03-31
Filed2026-04-23
HON
HONEYWELL INTL INC
0.00%
Shares11
Event2026-03-31
Filed2026-04-23
ACI
ALBERTSONS COS INC
0.00%
Shares144
Event2026-03-31
Filed2026-04-23
WMG
WARNER MUSIC GROUP CORP
0.00%
Shares95
Event2026-03-31
Filed2026-04-23
FLJP
FRANKLIN TEMPLETON ETF TR
0.00%
Shares67
Event2026-03-31
Filed2026-04-23
STZ
CONSTELLATION BRANDS INC
0.00%
Shares16
Event2026-03-31
Filed2026-04-23
NVO
NOVO-NORDISK A S
0.00%
Shares63
Event2026-03-31
Filed2026-04-23
GDDY
GODADDY INC
0.00%
Shares28
Event2026-03-31
Filed2026-04-23
FCX
FREEPORT MCMORAN INC
0.00%
Shares39
Event2026-03-31
Filed2026-04-23
FIVE
FIVE BELOW INC
0.00%
Shares10
Event2026-03-31
Filed2026-04-23
GE AEROSPACE
GE AEROSPACE
0.00%
Shares8
Event2026-03-31
Filed2026-04-23
GIB
CGI INC
0.00%
Shares31
Event2026-03-31
Filed2026-04-23
USFD
US FOODS HLDG CORP
0.00%
Shares24
Event2026-03-31
Filed2026-04-23
SCHW
SCHWAB CHARLES CORP
0.00%
Shares23
Event2026-03-31
Filed2026-04-23
ROK
ROCKWELL AUTOMATION INC
0.00%
Shares6
Event2026-03-31
Filed2026-04-23
HST
HOST HOTELS & RESORTS INC
0.00%
Shares109
Event2026-03-31
Filed2026-04-23
JAZZ
JAZZ PHARMACEUTICALS PLC
0.00%
Shares11
Event2026-03-31
Filed2026-04-23
HUM
HUMANA INC
0.00%
Shares11
Event2026-03-31
Filed2026-04-23
CHE
CHEMED CORP NEW
0.00%
Shares5
Event2026-03-31
Filed2026-04-23
IQV
IQVIA HLDGS INC
-73.81%
Shares11
Event2026-03-31
Filed2026-04-23
PRME
PRIME MEDICINE INC
0.00%
Shares500
Event2026-03-31
Filed2026-04-23
CSCO
CISCO SYS INC
0.00%
Shares21
Event2026-03-31
Filed2026-04-23
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
0.00%
Shares35
Event2026-03-31
Filed2026-04-23
FUBOTV INC
FUBOTV INC
New
Shares166
Event2026-03-31
Filed2026-04-23
RTX
RTX CORPORATION
0.00%
Shares8
Event2026-03-31
Filed2026-04-23
GIS
GENERAL MILLS INC
0.00%
Shares40
Event2026-03-31
Filed2026-04-23
SNA
SNAP ON INC
0.00%
Shares4
Event2026-03-31
Filed2026-04-23
CCEP
COCA-COLA EUROPACIFIC PARTNE
0.00%
Shares15
Event2026-03-31
Filed2026-04-23
CNI
CANADIAN NATL RY CO
0.00%
Shares12
Event2026-03-31
Filed2026-04-23
GSK PLC
GSK PLC
0.00%
Shares20
Event2026-03-31
Filed2026-04-23
EBAY
EBAY INC.
0.00%
Shares11
Event2026-03-31
Filed2026-04-23
MEDTRONIC PLC
MEDTRONIC PLC
0.00%
Shares10
Event2026-03-31
Filed2026-04-23
OS
ONESTREAM INC
0.00%
Shares34
Event2026-03-31
Filed2026-04-23
VRTS
VIRTUS INVT PARTNERS INC
0.00%
Shares6
Event2026-03-31
Filed2026-04-23
PPG
PPG INDS INC
0.00%
Shares6
Event2026-03-31
Filed2026-04-23
UNILEVER PLC
UNILEVER PLC
0.00%
Shares11
Event2026-03-31
Filed2026-04-23
DEO
DIAGEO PLC
0.00%
Shares8
Event2026-03-31
Filed2026-04-23
THC
TENET HEALTHCARE CORP
0.00%
Shares3
Event2026-03-31
Filed2026-04-23
BIIB
BIOGEN INC
0.00%
Shares3
Event2026-03-31
Filed2026-04-23
BAX
BAXTER INTL INC
0.00%
Shares30
Event2026-03-31
Filed2026-04-23
SRLN
SSGA ACTIVE ETF TR
New
Shares12
Event2026-03-31
Filed2026-04-23
CARR
CARRIER GLOBAL CORPORATION
0.00%
Shares8
Event2026-03-31
Filed2026-04-23
CBSH
COMMERCE BANCSHARES INC
0.00%
Shares9
Event2026-03-31
Filed2026-04-23
TAP
MOLSON COORS BEVERAGE CO
0.00%
Shares10
Event2026-03-31
Filed2026-04-23
CVS
CVS HEALTH CORP
0.00%
Shares5
Event2026-03-31
Filed2026-04-23
ABEV
AMBEV SA
0.00%
Shares117
Event2026-03-31
Filed2026-04-23
OTIS
OTIS WORLDWIDE CORP
0.00%
Shares4
Event2026-03-31
Filed2026-04-23
VERSANT MEDIA GROUP INC
VERSANT MEDIA GROUP INC
New
Shares7
Event2026-03-31
Filed2026-04-23
FULT
FULTON FINL CORP PA
0.00%
Shares9
Event2026-03-31
Filed2026-04-23
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
0.00%
Shares2
Event2026-03-31
Filed2026-04-23
REFR
RESEARCH FRONTIERS INC
0.00%
Shares125
Event2026-03-31
Filed2026-04-23
JXN
JACKSON FINANCIAL INC
0.00%
Shares1
Event2026-03-31
Filed2026-04-23
IMMR
IMMERSION CORP
0.00%
Shares19
Event2026-03-31
Filed2026-04-23
OGN
ORGANON & CO
0.00%
Shares15
Event2026-03-31
Filed2026-04-23
SEIC
SEI INVTS CO
0.00%
Shares1
Event2026-03-31
Filed2026-04-23
MAGNUM ICE CREAM CO NV
MAGNUM ICE CREAM CO NV
0.00%
Shares4
Event2026-03-31
Filed2026-04-23
OPEN
OPENDOOR TECHNOLOGIES INC
0.00%
Shares10
Event2026-03-31
Filed2026-04-23
REZI
RESIDEO TECHNOLOGIES INC
0.00%
Shares1
Event2026-03-31
Filed2026-04-23
ASIX
ADVANSIX INC
0.00%
Shares1
Event2026-03-31
Filed2026-04-23
GTX
GARRETT MOTION INC
0.00%
Shares1
Event2026-03-31
Filed2026-04-23
VISTAGEN THERAPEUTICS INC
VISTAGEN THERAPEUTICS INC
0.00%
Shares29
Event2026-03-31
Filed2026-04-23
PHO
INVESCO EXCHANGE TRADED FD T
New
SharesN/A
Event2026-03-31
Filed2026-04-23

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available