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The Analysis of FIDELIS CAPITAL PARTNERS, LLC's Holdings & P&L

Currently, FIDELIS CAPITAL PARTNERS, LLC holds 502 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in N/A (+13.6K shares, valued at $8.1M), AVEM (+43.6K shares, valued at $3.5M), IJH (+46.7K shares, valued at $3.2M); decreased their positions in QCOM (-10.4K shares, valued at $1.3M), LUV (-31.9K shares, valued at $1.2M), ABT (-8.9K shares, valued at $915.0K); initiated new positions in GLDM (+24.8K shares, valued at $2.3M), N/A (+8.7K shares, valued at $1.7M), EWJ (+14.6K shares, valued at $1.2M).

1M P&L

-12.2M-0.90%

3M P&L

-36.4M-2.65%

HY P&L

+42.8M+3.31%

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/A504.7M

41.5%

2Semiconductors78.5M

6.5%

3Software - Infrastructure62.0M

5.1%

Top Industries by Stock Count

1N/A128 stocks

27.9%

2Software - Application14 stocks

3.1%

3Utilities - Regulated Electric13 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC241.9K shares1.18%2026-03-312026-05-06

NVDA NVIDIA CORPORATION338.5K shares4.78%2026-03-312026-05-06

IVV ISHARES TR81.3K shares4.82%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T74.5K shares0.75%2026-03-312026-05-06

MSFT MICROSOFT CORP115.3K shares1.41%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS71.3K shares23.58%2026-03-312026-05-06

PSLV SPROTT ASSET MANAGEMENT LP1.7M shares0.10%2026-03-312026-05-06

ALPHABET INC ALPHABET INC114.0K shares9.76%2026-03-312026-05-06

Sponsored

AMZN AMAZON COM INC124.2K shares5.54%2026-03-312026-05-06

GLD SPDR GOLD TR56.2K shares10.24%2026-03-312026-05-06

ALPHABET INC ALPHABET INC77.8K shares1.57%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO72.6K shares3.53%2026-03-312026-05-06

IWF ISHARES TR48.7K shares-0.45%2026-03-312026-05-06

BROADCOM INC BROADCOM INC67.0K shares5.65%2026-03-312026-05-06

IJH ISHARES TR289.8K shares19.21%2026-03-312026-05-06

PHYS SPROTT ASSET MANAGEMENT LP543.9K shares0.00%2026-03-312026-05-06

Sponsored

META META PLATFORMS INC29.5K shares0.65%2026-03-312026-05-06

IWR ISHARES TR172.1K shares-0.85%2026-03-312026-05-06

XOM EXXON MOBIL CORP96.5K shares4.89%2026-03-312026-05-06

IWM ISHARES TR62.8K shares0.82%2026-03-312026-05-06

VO VANGUARD INDEX FDS49.2K shares-2.82%2026-03-312026-05-06

IEFA ISHARES TR150.9K shares0.63%2026-03-312026-05-06

EFA ISHARES TR138.2K shares10.18%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL27.8K shares0.34%2026-03-312026-05-06

Sponsored

IJR ISHARES TR107.2K shares14.36%2026-03-312026-05-06

BAC BANK AMERICA CORP266.5K shares-4.68%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON45.8K shares1.73%2026-03-312026-05-06

WMB WILLIAMS COS INC151.8K shares2.48%2026-03-312026-05-06

AVEM AMERICAN CENTY ETF TR135.6K shares47.46%2026-03-312026-05-06

CAT CATERPILLAR INC14.9K shares9.27%2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS148.8K shares0.86%2026-03-312026-05-06

TSLA TESLA INC24.1K shares6.61%2026-03-312026-05-06

Sponsored

IWD ISHARES TR41.7K shares0.00%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION8.6K shares8.73%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC9.9K shares9.37%2026-03-312026-05-06

DAL DELTA AIR LINES INC120.3K shares-3.22%2026-03-312026-05-06

LLY ELI LILLY & CO8.6K shares3.05%2026-03-312026-05-06

V VISA INC25.2K shares0.83%2026-03-312026-05-06

CVX CHEVRON CORPORATION36.4K shares0.42%2026-03-312026-05-06

ABBV ABBVIE INC33.7K shares-1.13%2026-03-312026-05-06

Sponsored

PLTR PALANTIR TECHNOLOGIES INC49.8K shares-1.98%2026-03-312026-05-06

SAMT ADVISORS INNER CIRCLE FD III183.0K shares9.17%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR12.1K shares-3.49%2026-03-312026-05-06

GE AEROSPACE GE AEROSPACE23.7K shares1.25%2026-03-312026-05-06

WMT WALMART INC53.6K shares8.66%2026-03-312026-05-06

QUAL ISHARES TR33.6K shares6.25%2026-03-312026-05-06

KLAC KLA CORP4.1K shares9.95%2026-03-312026-05-06

VONG VANGUARD SCOTTSDALE FDS55.2K shares-3.26%2026-03-312026-05-06

Sponsored

CSCO CISCO SYS INC75.5K shares2.69%2026-03-312026-05-06

MU MICRON TECHNOLOGY INC17.2K shares4.96%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC47.7K shares-2.95%2026-03-312026-05-06

IWP ISHARES TR44.5K shares-1.53%2026-03-312026-05-06

WFC WELLS FARGO & CO71.4K shares0.50%2026-03-312026-05-06

VONV VANGUARD SCOTTSDALE FDS60.4K shares-5.21%2026-03-312026-05-06

RTX RTX CORPORATION29.2K shares0.28%2026-03-312026-05-06

MS MORGAN STANLEY33.9K shares11.23%2026-03-312026-05-06

Sponsored

GEV GE VERNOVA INC6.0K shares3.31%2026-03-312026-05-06

ORCL ORACLE CORP35.5K shares0.03%2026-03-312026-05-06

HD HOME DEPOT INC15.4K shares1.69%2026-03-312026-05-06

ISHARES GOLD TR ISHARES GOLD TR56.3K shares2.38%2026-03-312026-05-06

LMT LOCKHEED MARTIN CORP7.9K shares-0.44%2026-03-312026-05-06

MDY STATE STR SPDR S&P MIDCAP 407.7K shares4.32%2026-03-312026-05-06

PANW PALO ALTO NETWORKS INC28.9K shares5.69%2026-03-312026-05-06

NFLX NETFLIX INC.47.6K shares-0.88%2026-03-312026-05-06

Sponsored

SPDW SPDR INDEX SHS FDS95.8K shares-3.85%2026-03-312026-05-06

ET ENERGY TRANSFER L P217.6K shares112.69%2026-03-312026-05-06

TJX TJX COS INC NEW26.3K shares7.52%2026-03-312026-05-06

MTZ MASTEC INC12.8K shares7.13%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC20.1K shares3.24%2026-03-312026-05-06

VB VANGUARD INDEX FDS15.5K shares3.46%2026-03-312026-05-06

IWY ISHARES TR16.2K shares-11.24%2026-03-312026-05-06

AVUV AMERICAN CENTY ETF TR35.6K shares5.24%2026-03-312026-05-06

Sponsored

USMV ISHARES TR41.9K shares0.00%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F70.3K shares2.65%2026-03-312026-05-06

PG PROCTER & GAMBLE CO26.0K shares-1.08%2026-03-312026-05-06

IWS ISHARES TR25.7K shares-0.23%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR28.1K shares-0.22%2026-03-312026-05-06

AMAT APPLIED MATLS INC10.9K shares-1.78%2026-03-312026-05-06

EATON CORP PLC EATON CORP PLC10.4K shares2.46%2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS17.3K shares-0.64%2026-03-312026-05-06

Sponsored

LNG CHENIERE ENERGY INC12.8K shares43.08%2026-03-312026-05-06

MCK MCKESSON CORP4.0K shares6.99%2026-03-312026-05-06

CMG CHIPOTLE MEXICAN GRILL INC106.6K shares-0.70%2026-03-312026-05-06

MA MASTERCARD INCORPORATED6.7K shares2.92%2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS13.6K shares7.04%2026-03-312026-05-06

VRT VERTIV HOLDINGS CO13.2K shares17.88%2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP15.3K shares3.32%2026-03-312026-05-06

EPD ENTERPRISE PRODS PARTNERS L84.0K shares88.40%2026-03-312026-05-06

Sponsored

IEMG ISHARES INC44.4K shares-5.90%2026-03-312026-05-06

VTI VANGUARD INDEX FDS9.5K shares29.31%2026-03-312026-05-06

VLO VALERO ENERGY CORP12.0K shares5.31%2026-03-312026-05-06

QCOM QUALCOMM INC22.9K shares-31.24%2026-03-312026-05-06

VTEB VANGUARD MUN BD FDS58.5K shares0.00%2026-03-312026-05-06

MPLX MPLX LP50.2K shares455.74%2026-03-312026-05-06

RECS COLUMBIA ETF TR I73.2K shares13.84%2026-03-312026-05-06

XLE SELECT SECTOR SPDR TR46.0K shares-0.25%2026-03-312026-05-06

Sponsored

TMO THERMO FISHER SCIENTIFIC INC5.7K shares-6.70%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC16.8K shares11.28%2026-03-312026-05-06

VUG VANGUARD INDEX FDS6.3K shares10.03%2026-03-312026-05-06

HON HONEYWELL INTL INC12.1K shares3.64%2026-03-312026-05-06

DIA STATE STR SPDR DOW JONES IND5.8K shares0.00%2026-03-312026-05-06

PEP PEPSICO INC17.0K shares-7.97%2026-03-312026-05-06

AMGN AMGEN INC7.4K shares-10.96%2026-03-312026-05-06

KO COCA COLA CO33.9K shares6.46%2026-03-312026-05-06

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC7.6K shares9.48%2026-03-312026-05-06

CSX CSX CORP61.7K shares9.11%2026-03-312026-05-06

KR KROGER CO33.1K shares10.50%2026-03-312026-05-06

DUHP DIMENSIONAL ETF TRUST64.4K shares0.00%2026-03-312026-05-06

MCD MCDONALDS CORP7.5K shares0.05%2026-03-312026-05-06

ASML ASML HLDG NV1.8K shares13.96%2026-03-312026-05-06

GLDM WORLD GOLD TR24.8K sharesnew addition2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC45.2K shares11.34%2026-03-312026-05-06

Sponsored

UNH UNITEDHEALTH GROUP INC8.3K shares-15.38%2026-03-312026-05-06

DE DEERE & CO4.0K shares-8.40%2026-03-312026-05-06

NOC NORTHROP GRUMMAN CORP3.2K shares-13.23%2026-03-312026-05-06

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-05-06

EMR EMERSON ELEC CO16.3K shares-7.56%2026-03-312026-05-06

COWZ PACER FDS TR33.7K shares-28.19%2026-03-312026-05-06

NOW SERVICENOW INC20.0K shares46.25%2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS14.1K shares141.51%2026-03-312026-05-06

Sponsored

COF CAPITAL ONE FINL CORP11.1K shares-20.89%2026-03-312026-05-06

GLW CORNING INC14.8K shares2.75%2026-03-312026-05-06

ABT ABBOTT LABORATORIES19.6K shares-31.25%2026-03-312026-05-06

SPEM SPDR INDEX SHS FDS42.1K shares0.00%2026-03-312026-05-06

CEG CONSTELLATION ENERGY CORP7.0K shares19.03%2026-03-312026-05-06

SCHX SCHWAB STRATEGIC TR76.7K shares30.11%2026-03-312026-05-06

NEE NEXTERA ENERGY INC21.0K shares6.49%2026-03-312026-05-06

SO SOUTHERN CO20.2K shares0.76%2026-03-312026-05-06

Sponsored

MDYV SPDR SERIES TRUST22.9K shares-24.87%2026-03-312026-05-06

TLT ISHARES TR22.4K shares32.95%2026-03-312026-05-06

AXP AMERICAN EXPRESS CO6.4K shares1.14%2026-03-312026-05-06

UNP UNION PAC CORP7.9K shares1.60%2026-03-312026-05-06

EEM ISHARES TR33.6K shares8.22%2026-03-312026-05-06

PNC PNC FINL SVCS GROUP INC9.1K shares1.43%2026-03-312026-05-06

CVS CVS HEALTH CORP25.8K shares38.40%2026-03-312026-05-06

VOT VANGUARD INDEX FDS7.2K shares0.00%2026-03-312026-05-06

Sponsored

COP CONOCOPHILLIPS13.7K shares2.21%2026-03-312026-05-06

DVY ISHARES TR11.9K shares-15.72%2026-03-312026-05-06

IGIB ISHARES TR33.5K shares44.96%2026-03-312026-05-06

BLACKSTONE INC BLACKSTONE INC15.4K shares-27.81%2026-03-312026-05-06

BLACKROCK INC BLACKROCK INC1.8K shares1.50%2026-03-312026-05-06

SII SPROTT INC12.3K shares63.44%2026-03-312026-05-06

OKE ONEOK INC NEW19.3K shares514.75%2026-03-312026-05-06

SPYV SPDR SERIES TRUST30.5K shares0.00%2026-03-312026-05-06

Sponsored

DIS DISNEY WALT CO17.7K shares-4.92%2026-03-312026-05-06

LUV SOUTHWEST AIRLS CO44.7K shares-41.62%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.7K sharesnew addition2026-03-312026-05-06

IWN ISHARES TR8.8K shares-2.28%2026-03-312026-05-06

T AT&T INC57.6K shares1.94%2026-03-312026-05-06

TRGP TARGA RES CORP6.6K shares359.67%2026-03-312026-05-06

BMY BRISTOL-MYERS SQUIBB CO27.1K shares18.79%2026-03-312026-05-06

ITA ISHARES TR7.5K shares0.00%2026-03-312026-05-06

Sponsored

ITW ILLINOIS TOOL WKS INC6.3K shares-8.67%2026-03-312026-05-06

CAH CARDINAL HEALTH INC7.7K shares0.51%2026-03-312026-05-06

LINDE PLC LINDE PLC3.2K shares0.47%2026-03-312026-05-06

SYK STRYKER CORPORATION4.8K shares-2.06%2026-03-312026-05-06

PH PARKER-HANNIFIN CORP1.8K shares52.39%2026-03-312026-05-06

FBTC FIDELITY WISE ORIGIN BITCOIN26.6K shares911.43%2026-03-312026-05-06

DXJ WISDOMTREE TR9.8K shares36.57%2026-03-312026-05-06

ADP AUTOMATIC DATA PROCESSING IN7.6K shares-0.71%2026-03-312026-05-06

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC12.4K shares2.92%2026-03-312026-05-06

CITIGROUP INC CITIGROUP INC13.3K shares7.99%2026-03-312026-05-06

WES WESTERN MIDSTREAM PARTNERS L36.0K shares288.62%2026-03-312026-05-06

ORLY OREILLY AUTOMOTIVE INC15.9K shares-3.62%2026-03-312026-05-06

AEM AGNICO EAGLE MINES LTD7.0K shares-2.87%2026-03-312026-05-06

PHM PULTE GROUP INC11.9K shares11.14%2026-03-312026-05-06

LOW LOWES COS INC5.9K shares1.84%2026-03-312026-05-06

BK BANK NEW YORK MELLON CORP11.7K shares0.47%2026-03-312026-05-06

Sponsored

CTAS CINTAS CORP8.2K shares-1.34%2026-03-312026-05-06

MSCI MSCI INC2.6K shares116.37%2026-03-312026-05-06

EQIX EQUINIX INC1.4K shares1.74%2026-03-312026-05-06

BABA ALIBABA GROUP HLDG LTD10.9K shares64.62%2026-03-312026-05-06

INTC INTEL CORP30.6K shares8.97%2026-03-312026-05-06

PFE PFIZER INC48.0K shares-22.85%2026-03-312026-05-06

CRM SALESFORCE INC7.2K shares-27.09%2026-03-312026-05-06

VTV VANGUARD INDEX FDS6.6K shares-1.29%2026-03-312026-05-06

Sponsored

HLT HILTON WORLDWIDE HLDGS INC4.3K shares-7.91%2026-03-312026-05-06

ISRG INTUITIVE SURGICAL INC2.8K shares-0.64%2026-03-312026-05-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.7K shares-2.84%2026-03-312026-05-06

TXN TEXAS INSTRS INC6.5K shares5.45%2026-03-312026-05-06

VST VISTRA CORP8.4K shares251.36%2026-03-312026-05-06

EWJ ISHARES INC14.6K sharesnew addition2026-03-312026-05-06

APP APPLOVIN CORP3.1K shares-8.50%2026-03-312026-05-06

APD AIR PRODUCTS AND CHEMICALS I4.2K shares-9.09%2026-03-312026-05-06

Sponsored

MO ALTRIA GROUP INC18.3K shares-0.35%2026-03-312026-05-06

SCCO SOUTHERN COPPER CORP7.0K shares21.71%2026-03-312026-05-06

PICK ISHARES INC21.1K sharesnew addition2026-03-312026-05-06

IWX ISHARES TR12.7K shares-13.09%2026-03-312026-05-06

ADI ANALOG DEVICES INC3.7K shares5.61%2026-03-312026-05-06

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9.0K shares0.08%2026-03-312026-05-06

CB CHUBB LTD SWITZ3.6K shares-2.48%2026-03-312026-05-06

BE BLOOM ENERGY CORP8.6K sharesnew addition2026-03-312026-05-06

Sponsored

SLV ISHARES SILVER TR16.8K shares15.67%2026-03-312026-05-06

VMC VULCAN MATLS CO4.2K shares-2.91%2026-03-312026-05-06

SHEL SHELL PLC12.2K shares-6.50%2026-03-312026-05-06

APH AMPHENOL CORP8.9K shares7.55%2026-03-312026-05-06

ITOT ISHARES TR7.9K shares-15.69%2026-03-312026-05-06

WM WASTE MGMT INC DEL4.8K shares3.07%2026-03-312026-05-06

FAST FASTENAL CO23.8K shares-6.83%2026-03-312026-05-06

HOOD ROBINHOOD MKTS INC15.7K shares75.32%2026-03-312026-05-06

Sponsored

BSX BOSTON SCIENTIFIC CORP17.3K shares1.04%2026-03-312026-05-06

PSX PHILLIPS 665.8K shares19.37%2026-03-312026-05-06

TDG TRANSDIGM GROUP INC907 shares-3.10%2026-03-312026-05-06

SLB SLB LIMITED20.4K shares11.48%2026-03-312026-05-06

WELL WELLTOWER INC5.3K shares2.43%2026-03-312026-05-06

HCA HCA HEALTHCARE INC2.2K shares-0.46%2026-03-312026-05-06

BA BOEING CO5.1K shares3.13%2026-03-312026-05-06

DHR DANAHER CORP DEL5.3K shares-7.17%2026-03-312026-05-06

Sponsored

CRWD CROWDSTRIKE HLDGS INC2.6K shares-8.70%2026-03-312026-05-06

BKR BAKER HUGHES COMPANY16.5K shares-18.73%2026-03-312026-05-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.9K shares-2.96%2026-03-312026-05-06

FITB FIFTH THIRD BANCORP20.9K shares21.45%2026-03-312026-05-06

IVE ISHARES TR4.6K shares0.00%2026-03-312026-05-06

REGN REGENERON PHARMACEUTICALS1.2K shares0.32%2026-03-312026-05-06

PLD PROLOGIS INC.7.3K shares-33.30%2026-03-312026-05-06

VRTX VERTEX PHARMACEUTICALS INC2.2K shares0.00%2026-03-312026-05-06

Sponsored

KMI KINDER MORGAN INC DEL28.4K shares-0.45%2026-03-312026-05-06

MSI MOTOROLA SOLUTIONS INC2.2K shares4.20%2026-03-312026-05-06

PAA PLAINS ALL AMERN PIPELINE L42.0K sharesnew addition2026-03-312026-05-06

HESM HESS MIDSTREAM LP24.0K sharesnew addition2026-03-312026-05-06

MMC MARSH & MCLENNAN COS INC5.4K shares-3.62%2026-03-312026-05-06

SHY ISHARES TR11.2K shares0.00%2026-03-312026-05-06

IBB ISHARES TR5.4K shares11.62%2026-03-312026-05-06

URA GLOBAL X FDS18.8K shares0.00%2026-03-312026-05-06

Sponsored

EZPW EZCORP INC35.6K shares1.74%2026-03-312026-05-06

IWO ISHARES TR2.8K shares-3.29%2026-03-312026-05-06

TRV TRAVELERS COMPANIES INC3.1K shares-2.42%2026-03-312026-05-06

HAL HALLIBURTON CO22.1K shares-1.75%2026-03-312026-05-06

EME EMCOR GROUP INC1.2K shares0.69%2026-03-312026-05-06

IWB ISHARES TR2.4K shares0.00%2026-03-312026-05-06

FCX FREEPORT MCMORAN INC14.5K shares-0.28%2026-03-312026-05-06

ICE INTERCONTINENTAL EXCHANGE IN5.4K shares-42.43%2026-03-312026-05-06

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T18.5K shares0.00%2026-03-312026-05-06

VYMI VANGUARD WHITEHALL FDS9.0K shares0.00%2026-03-312026-05-06

AUB ATLANTIC UN BANKSHARES CORP22.9K shares-0.43%2026-03-312026-05-06

SPOK SPOK HLDGS INC75.0K sharesnew addition2026-03-312026-05-06

SCHW SCHWAB CHARLES CORP8.6K shares0.95%2026-03-312026-05-06

NSC NORFOLK SOUTHN CORP2.8K shares0.68%2026-03-312026-05-06

IVW ISHARES TR7.1K shares-8.11%2026-03-312026-05-06

GSLC GOLDMAN SACHS ETF TR6.4K shares-4.71%2026-03-312026-05-06

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PWR QUANTA SVCS INC1.5K shares0.21%2026-03-312026-05-06

XLI SELECT SECTOR SPDR TR4.9K shares-13.16%2026-03-312026-05-06

PGR PROGRESSIVE CORP4.0K shares-7.67%2026-03-312026-05-06

GILD GILEAD SCIENCES INC5.7K shares9.73%2026-03-312026-05-06

THE CIGNA GROUP THE CIGNA GROUP3.0K shares0.82%2026-03-312026-05-06

ZTS ZOETIS INC6.7K shares13.27%2026-03-312026-05-06

CDNS CADENCE DESIGN SYSTEM INC2.8K shares-2.60%2026-03-312026-05-06

AFL AFLAC INC7.1K shares-0.52%2026-03-312026-05-06

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CMI CUMMINS INC1.4K shares1.49%2026-03-312026-05-06

TE CONNECTIVITY PLC TE CONNECTIVITY PLC3.6K shares-3.60%2026-03-312026-05-06

MTB M & T BK CORP3.7K shares1.16%2026-03-312026-05-06

SAP SAP SE4.4K shares-3.15%2026-03-312026-05-06

MPC MARATHON PETE CORP3.1K shares2.63%2026-03-312026-05-06

RF REGIONS FINANCIAL CORP NEW28.7K shares-44.16%2026-03-312026-05-06

SPGI S&P GLOBAL INC1.8K shares-25.07%2026-03-312026-05-06

ECL ECOLAB INC2.8K shares-16.58%2026-03-312026-05-06

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BKNG BOOKING HOLDINGS INC176 shares6.02%2026-03-312026-05-06

SBUX STARBUCKS CORP8.3K shares7.16%2026-03-312026-05-06

AON PLC AON PLC2.3K shares13.43%2026-03-312026-05-06

MELI MERCADOLIBRE INC421 shares6.05%2026-03-312026-05-06

INTU INTUIT1.7K shares-18.62%2026-03-312026-05-06

AZO AUTOZONE INC213 shares-31.07%2026-03-312026-05-06

XEL XCEL ENERGY INC9.0K shares-23.20%2026-03-312026-05-06

DDOG DATADOG INC6.1K sharesnew addition2026-03-312026-05-06

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SCHC SCHWAB STRATEGIC TR15.3K shares0.00%2026-03-312026-05-06

CENCORA INC CENCORA INC2.3K shares5.34%2026-03-312026-05-06

MAR MARRIOTT INTL INC NEW2.2K shares1.73%2026-03-312026-05-06

ETR ENTERGY CORP NEW6.3K shares3.25%2026-03-312026-05-06

UBER UBER TECHNOLOGIES INC9.8K shares-19.05%2026-03-312026-05-06

TDS TELEPHONE & DATA SYS INC16.6K shares0.01%2026-03-312026-05-06

URI UNITED RENTALS INC957 shares-12.04%2026-03-312026-05-06

LHX L3HARRIS TECHNOLOGIES INC2.0K shares-3.25%2026-03-312026-05-06

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ROST ROSS STORES INC3.2K shares-0.82%2026-03-312026-05-06

SLDE SLIDE INS HLDGS INC37.8K sharesnew addition2026-03-312026-05-06

XLF SELECT SECTOR SPDR TR13.8K shares-29.72%2026-03-312026-05-06

NEM NEWMONT CORP6.3K shares12.23%2026-03-312026-05-06

SCZ ISHARES TR8.4K shares0.00%2026-03-312026-05-06

MDLZ MONDELEZ INTL INC11.3K shares-1.35%2026-03-312026-05-06

XLV SELECT SECTOR SPDR TR4.4K shares-9.02%2026-03-312026-05-06

TMUS T-MOBILE US INC3.1K shares2.09%2026-03-312026-05-06

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AME AMETEK INC3.0K shares-0.23%2026-03-312026-05-06

MLM MARTIN MARIETTA MATLS INC1.1K shares-3.55%2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR20.9K shares11.48%2026-03-312026-05-06

D DOMINION ENERGY INC10.3K shares0.44%2026-03-312026-05-06

EQT CORP EQT CORP9.9K shares2.69%2026-03-312026-05-06

DHI D R HORTON INC4.6K shares1.63%2026-03-312026-05-06

IRM IRON MTN INC DEL6.1K shares10.09%2026-03-312026-05-06

ARCO ARCOS DORADOS HLDGS INC75.0K shares0.00%2026-03-312026-05-06

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TGT TARGET CORP5.1K shares7.13%2026-03-312026-05-06

RCL ROYAL CARIBBEAN GROUP2.2K shares2.24%2026-03-312026-05-06

SPYG SPDR SERIES TRUST6.2K shares0.00%2026-03-312026-05-06

FOXA FOX CORP10.5K shares14.04%2026-03-312026-05-06

NBIS NEBIUS GROUP N.V.5.8K shares30.62%2026-03-312026-05-06

VGT VANGUARD WORLD FD858 shares-2.50%2026-03-312026-05-06

KKR & CO INC KKR & CO INC6.4K shares-47.35%2026-03-312026-05-06

CBRE CBRE GROUP INC4.4K shares-0.86%2026-03-312026-05-06

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MMM 3M CO4.1K shares4.43%2026-03-312026-05-06

GWW WW GRAINGER INC541 shares-3.57%2026-03-312026-05-06

AGG ISHARES TR5.9K shares-31.70%2026-03-312026-05-06

ADBE ADOBE INC2.4K shares-26.20%2026-03-312026-05-06

MET METLIFE INC8.2K shares11.70%2026-03-312026-05-06

GM GENERAL MTRS CO7.7K shares0.54%2026-03-312026-05-06

LYV LIVE NATION ENTERTAINMENT IN3.7K shares-3.43%2026-03-312026-05-06

L LOEWS CORP5.3K shares1.09%2026-03-312026-05-06

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PAPR INNOVATOR ETFS TRUST14.0K shares0.00%2026-03-312026-05-06

PMAR INNOVATOR ETFS TRUST12.2K shares0.00%2026-03-312026-05-06

VBK VANGUARD INDEX FDS1.8K shares0.06%2026-03-312026-05-06

SVM SILVERCORP METALS INC50.0K shares0.00%2026-03-312026-05-06

EXC EXELON CORP10.9K shares3.65%2026-03-312026-05-06

IWV ISHARES TR1.4K shares0.14%2026-03-312026-05-06

VEU VANGUARD INTL EQUITY INDEX F7.0K shares19.35%2026-03-312026-05-06

MNST MONSTER BEVERAGE CORP NEW7.2K shares-1.10%2026-03-312026-05-06

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CARR CARRIER GLOBAL CORPORATION9.1K shares2.17%2026-03-312026-05-06

CMCSA COMCAST CORP NEW17.9K shares-5.38%2026-03-312026-05-06

VOE VANGUARD INDEX FDS2.8K shares0.00%2026-03-312026-05-06

SPOT SPOTIFY TECHNOLOGY S A1.0K shares-4.30%2026-03-312026-05-06

STLD STEEL DYNAMICS INC2.8K shares0.61%2026-03-312026-05-06

CME CME GROUP INC1.7K shares6.34%2026-03-312026-05-06

MCO MOODYS CORP1.1K shares0.79%2026-03-312026-05-06

USB US BANCORP9.4K shares-3.77%2026-03-312026-05-06

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DBEF DBX ETF TR9.9K shares-1.00%2026-03-312026-05-06

VBR VANGUARD INDEX FDS2.2K shares0.00%2026-03-312026-05-06

TT TRANE TECHNOLOGIES PLC1.1K shares-1.55%2026-03-312026-05-06

JEPI J P MORGAN EXCHANGE TRADED F8.4K shares-3.09%2026-03-312026-05-06

BP BP PLC10.1K shares0.01%2026-03-312026-05-06

BJUN INNOVATOR ETFS TRUST10.2K shares0.00%2026-03-312026-05-06

DIVO AMPLIFY ETF TR10.6K shares0.00%2026-03-312026-05-06

AMT AMERICAN TOWER CORP2.7K shares-31.20%2026-03-312026-05-06

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IDXX IDEXX LABS INC834 shares10.32%2026-03-312026-05-06

SPG SIMON PPTY GROUP INC NEW2.5K shares0.84%2026-03-312026-05-06

CPRT COPART INC13.9K shares-4.33%2026-03-312026-05-06

PSA PUBLIC STORAGE OPER CO1.7K shares-5.52%2026-03-312026-05-06

SNPS SYNOPSYS INC1.2K shares12.28%2026-03-312026-05-06

USFR WISDOMTREE TR9.0K shares0.00%2026-03-312026-05-06

IJK ISHARES TR4.5K shares0.00%2026-03-312026-05-06

RSG REPUBLIC SVCS INC2.1K shares2.53%2026-03-312026-05-06

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ELV ELEVANCE HEALTH INC FORMERLY1.5K shares-2.53%2026-03-312026-05-06

PCAR PACCAR INC3.9K shares1.86%2026-03-312026-05-06

ASTRAZENECA PLC ASTRAZENECA PLC2.3K sharesnew addition2026-03-312026-05-06

ROCKET LAB CORP ROCKET LAB CORP6.8K shares29.65%2026-03-312026-05-06

SCHA SCHWAB STRATEGIC TR14.8K shares19.50%2026-03-312026-05-06

TOTALENERGIES SE TOTALENERGIES SE4.7K shares-1.63%2026-03-312026-05-06

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.3K shares-13.85%2026-03-312026-05-06

EA ELECTRONIC ARTS INC2.1K shares4.03%2026-03-312026-05-06

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EBAY EBAY INC.4.6K shares4.04%2026-03-312026-05-06

BN BROOKFIELD CORP10.2K shares21.36%2026-03-312026-05-06

EFG ISHARES TR3.7K shares0.00%2026-03-312026-05-06

JCI JOHNSON CONTROLS INTERNATION3.1K shares-4.57%2026-03-312026-05-06

IUSG ISHARES TR2.6K shares0.00%2026-03-312026-05-06

HWM HOWMET AEROSPACE INC1.8K shares0.98%2026-03-312026-05-06

GEHC GE HEALTHCARE TECHNOLOGIES I5.7K shares-45.01%2026-03-312026-05-06

AMP AMERIPRISE FINL INC898 shares3.82%2026-03-312026-05-06

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CFG CITIZENS FINL GROUP INC6.6K shares5.00%2026-03-312026-05-06

NRG NRG ENERGY INC2.7K shares-16.08%2026-03-312026-05-06

NYF ISHARES TR7.3K shares0.00%2026-03-312026-05-06

AJG GALLAGHER ARTHUR J & CO1.8K shares-2.68%2026-03-312026-05-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL976 shares0.72%2026-03-312026-05-06

HEI HEICO CORP NEW1.4K shares-0.14%2026-03-312026-05-06

SYF SYNCHRONY FINANCIAL5.6K shares1.01%2026-03-312026-05-06

CL COLGATE PALMOLIVE CO4.5K shares5.35%2026-03-312026-05-06

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CTRA COTERRA ENERGY INC10.8K shares2.89%2026-03-312026-05-06

NDAQ NASDAQ INC4.4K shares2.70%2026-03-312026-05-06

CCJ CAMECO CORP3.4K shares0.00%2026-03-312026-05-06

UNILEVER PLC UNILEVER PLC6.5K shares-4.78%2026-03-312026-05-06

FDX FEDEX CORP1.0K shares9.98%2026-03-312026-05-06

DHC DIVERSIFIED HEALTHCARE TR54.4K shares0.03%2026-03-312026-05-06

WTW WILLIS TOWERS WATSON PLC LTD1.2K shares2.24%2026-03-312026-05-06

SJNK SPDR SERIES TRUST14.2K shares0.00%2026-03-312026-05-06

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HEI.A HEICO CORP NEW1.7K shares-13.02%2026-03-312026-05-06

CVNA CARVANA CO1.1K shares6.34%2026-03-312026-05-06

DDS DILLARDS INC617 shares0.33%2026-03-312026-05-06

ADSK AUTODESK INC1.5K shares-10.40%2026-03-312026-05-06

TOL TOLL BROTHERS INC2.6K shares1.07%2026-03-312026-05-06

IJS ISHARES TR2.9K shares0.00%2026-03-312026-05-06

QNITY ELECTRONICS INC QNITY ELECTRONICS INC3.0K shares3.28%2026-03-312026-05-06

CIEN CIENA CORP888 sharesnew addition2026-03-312026-05-06

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SNDK SANDISK CORP540 sharesnew addition2026-03-312026-05-06

EW EDWARDS LIFESCIENCES CORP4.2K shares2.46%2026-03-312026-05-06

BRO BROWN & BROWN INC5.1K shares-6.90%2026-03-312026-05-06

IQLT ISHARES TR7.2K shares0.00%2026-03-312026-05-06

CCL CARNIVAL CORP12.8K shares2.32%2026-03-312026-05-06

AEP AMERICAN ELEC PWR CO INC2.5K shares11.20%2026-03-312026-05-06

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.8K shares2.79%2026-03-312026-05-06

SHW SHERWIN WILLIAMS CO1.0K shares-13.75%2026-03-312026-05-06

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VRSK VERISK ANALYTICS INC1.7K shares7.89%2026-03-312026-05-06

EXPD EXPEDITORS INTL WASH INC2.2K shares2.47%2026-03-312026-05-06

SMITH & WESSON BRANDS INC SMITH & WESSON BRANDS INC22.4K shares-51.77%2026-03-312026-05-06

IBKR INTERACTIVE BROKERS GROUP IN4.8K shares-2.79%2026-03-312026-05-06

KEYS KEYSIGHT TECHNOLOGIES INC1.1K shares3.56%2026-03-312026-05-06

MUB ISHARES TR3.0K shares-9.34%2026-03-312026-05-06

CW CURTISS WRIGHT CORP465 shares0.22%2026-03-312026-05-06

DVN DEVON ENERGY CORP NEW6.3K shares2.98%2026-03-312026-05-06

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PPL PPL CORP8.2K shares3.21%2026-03-312026-05-06

MATX MATSON INC1.9K sharesnew addition2026-03-312026-05-06

LPLA LPL FINL HLDGS INC1.0K shares9.02%2026-03-312026-05-06

GRMN GARMIN LTD1.3K shares9.47%2026-03-312026-05-06

SPPP SPROTT ASSET MANAGEMENT LP20.0K sharesnew addition2026-03-312026-05-06

A AGILENT TECHNOLOGIES INC2.7K shares-2.95%2026-03-312026-05-06

CHD CHURCH & DWIGHT CO INC3.3K shares7.55%2026-03-312026-05-06

WRB BERKLEY W R CORP4.6K shares-4.35%2026-03-312026-05-06

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DECK DECKERS OUTDOOR CORP3.0K shares33.69%2026-03-312026-05-06

ODFL OLD DOMINION FREIGHT LINE IN1.5K shares4.62%2026-03-312026-05-06

ALL ALLSTATE CORP1.4K shares16.95%2026-03-312026-05-06

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BND VANGUARD BD INDEX FDS4.0K shares-71.31%2026-03-312026-05-06

FIX COMFORT SYS USA INC212 shares-10.17%2026-03-312026-05-06

RMD RESMED INC1.3K shares2.28%2026-03-312026-05-06

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC6.3K shares5.55%2026-03-312026-05-06

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CPER UNITED STS COMMODITY INDEX F8.4K shares4.35%2026-03-312026-05-06

SU SUNCOR ENERGY INC NEW4.4K sharesnew addition2026-03-312026-05-06

HIG HARTFORD INSURANCE GROUP INC2.1K shares2.93%2026-03-312026-05-06

HBAN HUNTINGTON BANCSHARES INC18.2K shares71.40%2026-03-312026-05-06

MKL MARKEL GROUP INC148 shares-18.23%2026-03-312026-05-06

ROP ROPER TECHNOLOGIES INC796 shares-2.93%2026-03-312026-05-06

FANG DIAMONDBACK ENERGY INC1.4K shares3.49%2026-03-312026-05-06

EOG EOG RES INC1.9K shares-4.70%2026-03-312026-05-06

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OTIS OTIS WORLDWIDE CORP3.6K shares2.59%2026-03-312026-05-06

ES EVERSOURCE ENERGY4.0K shares7.82%2026-03-312026-05-06

ENTG ENTEGRIS INC2.4K shares-3.40%2026-03-312026-05-06

DFLV DIMENSIONAL ETF TRUST7.7K shares0.38%2026-03-312026-05-06

MFC MANULIFE FINL CORP7.8K shares-7.05%2026-03-312026-05-06

OSK OSHKOSH CORP1.8K shares1.38%2026-03-312026-05-06

YUM YUM BRANDS INC1.7K shares3.18%2026-03-312026-05-06

PNR PENTAIR PLC3.1K shares22.09%2026-03-312026-05-06

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RSPT INVESCO EXCHANGE TRADED FD T5.9K shares0.00%2026-03-312026-05-06

SUB ISHARES TR2.5K shares0.00%2026-03-312026-05-06

MEDTRONIC PLC MEDTRONIC PLC3.0K shares-47.59%2026-03-312026-05-06

NVT NVENT ELEC PLC2.2K shares1.09%2026-03-312026-05-06

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OXY OCCIDENTAL PETE CORP4.0K sharesnew addition2026-03-312026-05-06

FTNT FORTINET INC3.2K shares13.85%2026-03-312026-05-06

ED CONSOLIDATED EDISON INC2.3K shares-75.24%2026-03-312026-05-06

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MPWR MONOLITHIC PWR SYS INC236 sharesnew addition2026-03-312026-05-06

DGRW WISDOMTREE TR2.9K shares0.00%2026-03-312026-05-06

TER TERADYNE INC866 sharesnew addition2026-03-312026-05-06

QQQM INVESCO EXCH TRADED FD TR II1.1K sharesnew addition2026-03-312026-05-06

AIG AMERICAN INTL GROUP INC3.4K shares-2.56%2026-03-312026-05-06

SYY SYSCO CORP3.5K shares2.46%2026-03-312026-05-06

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D134 shares0.00%2026-03-312026-05-06

EMXC ISHARES INC3.2K sharesnew addition2026-03-312026-05-06

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CBOE CBOE GLOBAL MKTS INC892 shares3.96%2026-03-312026-05-06

MUNI PIMCO ETF TR4.8K shares0.00%2026-03-312026-05-06

TFC TRUIST FINL CORP5.4K shares6.55%2026-03-312026-05-06

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO6.2K shares-8.18%2026-03-312026-05-06

CNQ CANADIAN NAT RES LTD MED TER5.0K sharesnew addition2026-03-312026-05-06

MEAR ISHARES U S ETF TR4.9K shares0.00%2026-03-312026-05-06

IJJ ISHARES TR1.8K shares0.00%2026-03-312026-05-06

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FTCS FIRST TR EXCHANGE-TRADED FD2.6K shares0.00%2026-03-312026-05-06

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DFAI DIMENSIONAL ETF TRUST6.0K sharesnew addition2026-03-312026-05-06

ACGL ARCH CAP GROUP LTD2.4K shares-7.93%2026-03-312026-05-06

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CRWV COREWEAVE INC3.0K shares-9.04%2026-03-312026-05-06

CSGP COSTAR GROUP INC5.8K shares14.19%2026-03-312026-05-06

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SCHF SCHWAB STRATEGIC TR9.3K sharesnew addition2026-03-312026-05-06

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VFH VANGUARD WORLD FD1.9K shares0.00%2026-03-312026-05-06

WAB WABTEC914 sharesnew addition2026-03-312026-05-06

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DFGR DIMENSIONAL ETF TRUST8.5K sharesnew addition2026-03-312026-05-06

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.6K shares0.00%2026-03-312026-05-06

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APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC1.9K shares28.82%2026-03-312026-05-06

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USFD US FOODS HLDG CORP2.3K sharesnew addition2026-03-312026-05-06

PEG PUBLIC SVC ENTERPRISE GROUP2.6K sharesnew addition2026-03-312026-05-06

ZWS ZURN ELKAY WATER SOLNS CORP4.6K shares-2.73%2026-03-312026-05-06

OC OWENS CORNING NEW1.9K shares2.77%2026-03-312026-05-06

LITE LUMENTUM HLDGS INC291 sharesnew addition2026-03-312026-05-06

E ENI SPA3.6K sharesnew addition2026-03-312026-05-06

SATS ECHOSTAR CORP1.7K sharesnew addition2026-03-312026-05-06

Sponsored

XLB SELECT SECTOR SPDR TR4.0K sharesnew addition2026-03-312026-05-06

MUFG MITSUBISHI UFJ FINANCIAL GRO11.7K shares10.95%2026-03-312026-05-06

AGNC AGNC INVT CORP19.6K shares0.50%2026-03-312026-05-06

VGSR MANAGER DIRECTED PORTFOLIOS18.9K sharesnew addition2026-03-312026-05-06

PREF PRINCIPAL EXCHANGE TRADED FD10.1K shares0.00%2026-03-312026-05-06

RKT ROCKET COS INC13.0K shares-4.12%2026-03-312026-05-06

KYN KAYNE ANDERSON ENERGY INFRST12.8K shares1.33%2026-03-312026-05-06

F FORD MTR CO15.1K shares-34.15%2026-03-312026-05-06

Sponsored

ONDS ONDAS INC14.2K sharesnew addition2026-03-312026-05-06

SAN BANCO SANTANDER SA10.2K shares-9.51%2026-03-312026-05-06

CFFN CAPITOL FED FINL INC12.1K shares4.85%2026-03-312026-05-06

AMBP ARDAGH METAL PACKAGING S A20.2K shares0.04%2026-03-312026-05-06

AAPL

APPLE INC

1.18%

Shares241.9K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

4.78%

Shares338.5K

Event2026-03-31

Filed2026-05-06

IVV

ISHARES TR

4.82%

Shares81.3K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

0.75%

Shares74.5K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

1.41%

Shares115.3K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

23.58%

Shares71.3K

Event2026-03-31

Filed2026-05-06

PSLV

SPROTT ASSET MANAGEMENT LP

0.10%

Shares1.7M

Event2026-03-31

Filed2026-05-06

ALPHABET INC

9.76%

Shares114.0K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

5.54%

Shares124.2K

Event2026-03-31

Filed2026-05-06

GLD

SPDR GOLD TR

10.24%

Shares56.2K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

1.57%

Shares77.8K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

3.53%

Shares72.6K

Event2026-03-31

Filed2026-05-06

IWF

ISHARES TR

-0.45%

Shares48.7K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

5.65%

Shares67.0K

Event2026-03-31

Filed2026-05-06

IJH

ISHARES TR

19.21%

Shares289.8K

Event2026-03-31

Filed2026-05-06

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares543.9K

Event2026-03-31

Filed2026-05-06

META

META PLATFORMS INC

0.65%

Shares29.5K

Event2026-03-31

Filed2026-05-06

IWR

ISHARES TR

-0.85%

Shares172.1K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

4.89%

Shares96.5K

Event2026-03-31

Filed2026-05-06

IWM

ISHARES TR

0.82%

Shares62.8K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

-2.82%

Shares49.2K

Event2026-03-31

Filed2026-05-06

IEFA

ISHARES TR

0.63%

Shares150.9K

Event2026-03-31

Filed2026-05-06

EFA

ISHARES TR

10.18%

Shares138.2K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

0.34%

Shares27.8K

Event2026-03-31

Filed2026-05-06

IJR

ISHARES TR

14.36%

Shares107.2K

Event2026-03-31

Filed2026-05-06

BAC

BANK AMERICA CORP

-4.68%

Shares266.5K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

1.73%

Shares45.8K

Event2026-03-31

Filed2026-05-06

WMB

WILLIAMS COS INC

2.48%

Shares151.8K

Event2026-03-31

Filed2026-05-06

AVEM

AMERICAN CENTY ETF TR

47.46%

Shares135.6K

Event2026-03-31

Filed2026-05-06

CAT

CATERPILLAR INC

9.27%

Shares14.9K

Event2026-03-31

Filed2026-05-06

VEA

VANGUARD TAX-MANAGED FDS

0.86%

Shares148.8K

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

6.61%

Shares24.1K

Event2026-03-31

Filed2026-05-06

IWD

ISHARES TR

0.00%

Shares41.7K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

8.73%

Shares8.6K

Event2026-03-31

Filed2026-05-06

GOLDMAN SACHS GROUP INC

9.37%

Shares9.9K

Event2026-03-31

Filed2026-05-06

DAL

DELTA AIR LINES INC

-3.22%

Shares120.3K

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY & CO

3.05%

Shares8.6K

Event2026-03-31

Filed2026-05-06

VISA INC

0.83%

Shares25.2K

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

0.42%

Shares36.4K

Event2026-03-31

Filed2026-05-06

ABBV

ABBVIE INC

-1.13%

Shares33.7K

Event2026-03-31

Filed2026-05-06

PLTR

PALANTIR TECHNOLOGIES INC

-1.98%

Shares49.8K

Event2026-03-31

Filed2026-05-06

SAMT

ADVISORS INNER CIRCLE FD III

9.17%

Shares183.0K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

-3.49%

Shares12.1K

Event2026-03-31

Filed2026-05-06

GE AEROSPACE

1.25%

Shares23.7K

Event2026-03-31

Filed2026-05-06

WMT

WALMART INC

8.66%

Shares53.6K

Event2026-03-31

Filed2026-05-06

QUAL

ISHARES TR

6.25%

Shares33.6K

Event2026-03-31

Filed2026-05-06

KLAC

KLA CORP

9.95%

Shares4.1K

Event2026-03-31

Filed2026-05-06

VONG

VANGUARD SCOTTSDALE FDS

-3.26%

Shares55.2K

Event2026-03-31

Filed2026-05-06

CSCO

CISCO SYS INC

2.69%

Shares75.5K

Event2026-03-31

Filed2026-05-06

MICRON TECHNOLOGY INC

4.96%

Shares17.2K

Event2026-03-31

Filed2026-05-06

MERCK & CO INC

-2.95%

Shares47.7K

Event2026-03-31

Filed2026-05-06

IWP

ISHARES TR

-1.53%

Shares44.5K

Event2026-03-31

Filed2026-05-06

WFC

WELLS FARGO & CO

0.50%

Shares71.4K

Event2026-03-31

Filed2026-05-06

VONV

VANGUARD SCOTTSDALE FDS

-5.21%

Shares60.4K

Event2026-03-31

Filed2026-05-06

RTX

RTX CORPORATION

0.28%

Shares29.2K

Event2026-03-31

Filed2026-05-06

MORGAN STANLEY

11.23%

Shares33.9K

Event2026-03-31

Filed2026-05-06

GEV

GE VERNOVA INC

3.31%

Shares6.0K

Event2026-03-31

Filed2026-05-06

ORCL

ORACLE CORP

0.03%

Shares35.5K

Event2026-03-31

Filed2026-05-06

HOME DEPOT INC

1.69%

Shares15.4K

Event2026-03-31

Filed2026-05-06

ISHARES GOLD TR

2.38%

Shares56.3K

Event2026-03-31

Filed2026-05-06

LMT

LOCKHEED MARTIN CORP

-0.44%

Shares7.9K

Event2026-03-31

Filed2026-05-06

MDY

STATE STR SPDR S&P MIDCAP 40

4.32%

Shares7.7K

Event2026-03-31

Filed2026-05-06

PANW

PALO ALTO NETWORKS INC

5.69%

Shares28.9K

Event2026-03-31

Filed2026-05-06

NFLX

NETFLIX INC.

-0.88%

Shares47.6K

Event2026-03-31

Filed2026-05-06

SPDW

SPDR INDEX SHS FDS

-3.85%

Shares95.8K

Event2026-03-31

Filed2026-05-06

ENERGY TRANSFER L P

112.69%

Shares217.6K

Event2026-03-31

Filed2026-05-06

TJX

TJX COS INC NEW

7.52%

Shares26.3K

Event2026-03-31

Filed2026-05-06

MTZ

MASTEC INC

7.13%

Shares12.8K

Event2026-03-31

Filed2026-05-06

AMD

ADVANCED MICRO DEVICES INC

3.24%

Shares20.1K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

3.46%

Shares15.5K

Event2026-03-31

Filed2026-05-06

IWY

ISHARES TR

-11.24%

Shares16.2K

Event2026-03-31

Filed2026-05-06

AVUV

AMERICAN CENTY ETF TR

5.24%

Shares35.6K

Event2026-03-31

Filed2026-05-06

USMV

ISHARES TR

0.00%

Shares41.9K

Event2026-03-31

Filed2026-05-06

VWO

VANGUARD INTL EQUITY INDEX F

2.65%

Shares70.3K

Event2026-03-31

Filed2026-05-06

PROCTER & GAMBLE CO

-1.08%

Shares26.0K

Event2026-03-31

Filed2026-05-06

IWS

ISHARES TR

-0.23%

Shares25.7K

Event2026-03-31

Filed2026-05-06

XLK

SELECT SECTOR SPDR TR

-0.22%

Shares28.1K

Event2026-03-31

Filed2026-05-06

AMAT

APPLIED MATLS INC

-1.78%

Shares10.9K

Event2026-03-31

Filed2026-05-06

EATON CORP PLC

2.46%

Shares10.4K

Event2026-03-31

Filed2026-05-06

VIG

VANGUARD SPECIALIZED FUNDS

-0.64%

Shares17.3K

Event2026-03-31

Filed2026-05-06

LNG

CHENIERE ENERGY INC

43.08%

Shares12.8K

Event2026-03-31

Filed2026-05-06

MCK

MCKESSON CORP

6.99%

Shares4.0K

Event2026-03-31

Filed2026-05-06

CMG

CHIPOTLE MEXICAN GRILL INC

-0.70%

Shares106.6K

Event2026-03-31

Filed2026-05-06

MASTERCARD INCORPORATED

2.92%

Shares6.7K

Event2026-03-31

Filed2026-05-06

IBM

INTERNATIONAL BUSINESS MACHS

7.04%

Shares13.6K

Event2026-03-31

Filed2026-05-06

VRT

VERTIV HOLDINGS CO

17.88%

Shares13.2K

Event2026-03-31

Filed2026-05-06

LAM RESEARCH CORP

3.32%

Shares15.3K

Event2026-03-31

Filed2026-05-06

EPD

ENTERPRISE PRODS PARTNERS L

88.40%

Shares84.0K

Event2026-03-31

Filed2026-05-06

IEMG

ISHARES INC

-5.90%

Shares44.4K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

29.31%

Shares9.5K

Event2026-03-31

Filed2026-05-06

VLO

VALERO ENERGY CORP

5.31%

Shares12.0K

Event2026-03-31

Filed2026-05-06

QCOM

QUALCOMM INC

-31.24%

Shares22.9K

Event2026-03-31

Filed2026-05-06

VTEB

VANGUARD MUN BD FDS

0.00%

Shares58.5K

Event2026-03-31

Filed2026-05-06

MPLX

MPLX LP

455.74%

Shares50.2K

Event2026-03-31

Filed2026-05-06

RECS

COLUMBIA ETF TR I

13.84%

Shares73.2K

Event2026-03-31

Filed2026-05-06

XLE

SELECT SECTOR SPDR TR

-0.25%

Shares46.0K

Event2026-03-31

Filed2026-05-06

TMO

THERMO FISHER SCIENTIFIC INC

-6.70%

Shares5.7K

Event2026-03-31

Filed2026-05-06

PHILIP MORRIS INTL INC

11.28%

Shares16.8K

Event2026-03-31

Filed2026-05-06

VUG

VANGUARD INDEX FDS

10.03%

Shares6.3K

Event2026-03-31

Filed2026-05-06

HON

HONEYWELL INTL INC

3.64%

Shares12.1K

Event2026-03-31

Filed2026-05-06

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-06

PEP

PEPSICO INC

-7.97%

Shares17.0K

Event2026-03-31

Filed2026-05-06

AMGN

AMGEN INC

-10.96%

Shares7.4K

Event2026-03-31

Filed2026-05-06

COCA COLA CO

6.46%

Shares33.9K

Event2026-03-31

Filed2026-05-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

9.48%

Shares7.6K

Event2026-03-31

Filed2026-05-06

CSX

CSX CORP

9.11%

Shares61.7K

Event2026-03-31

Filed2026-05-06

KROGER CO

10.50%

Shares33.1K

Event2026-03-31

Filed2026-05-06

DUHP

DIMENSIONAL ETF TRUST

0.00%

Shares64.4K

Event2026-03-31

Filed2026-05-06

MCD

MCDONALDS CORP

0.05%

Shares7.5K

Event2026-03-31

Filed2026-05-06

ASML

ASML HLDG NV

13.96%

Shares1.8K

Event2026-03-31

Filed2026-05-06

GLDM

WORLD GOLD TR

New

Shares24.8K

Event2026-03-31

Filed2026-05-06

VERIZON COMMUNICATIONS INC

11.34%

Shares45.2K

Event2026-03-31

Filed2026-05-06

UNH

UNITEDHEALTH GROUP INC

-15.38%

Shares8.3K

Event2026-03-31

Filed2026-05-06

DEERE & CO

-8.40%

Shares4.0K

Event2026-03-31

Filed2026-05-06

NOC

NORTHROP GRUMMAN CORP

-13.23%

Shares3.2K

Event2026-03-31

Filed2026-05-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-05-06

EMR

EMERSON ELEC CO

-7.56%

Shares16.3K

Event2026-03-31

Filed2026-05-06

COWZ

PACER FDS TR

-28.19%

Shares33.7K

Event2026-03-31

Filed2026-05-06

NOW

SERVICENOW INC

46.25%

Shares20.0K

Event2026-03-31

Filed2026-05-06

VYM

VANGUARD WHITEHALL FDS

141.51%

Shares14.1K

Event2026-03-31

Filed2026-05-06

COF

CAPITAL ONE FINL CORP

-20.89%

Shares11.1K

Event2026-03-31

Filed2026-05-06

GLW

CORNING INC

2.75%

Shares14.8K

Event2026-03-31

Filed2026-05-06

ABT

ABBOTT LABORATORIES

-31.25%

Shares19.6K

Event2026-03-31

Filed2026-05-06

SPEM

SPDR INDEX SHS FDS

0.00%

Shares42.1K

Event2026-03-31

Filed2026-05-06

CEG

CONSTELLATION ENERGY CORP

19.03%

Shares7.0K

Event2026-03-31

Filed2026-05-06

SCHX

SCHWAB STRATEGIC TR

30.11%

Shares76.7K

Event2026-03-31

Filed2026-05-06

NEE

NEXTERA ENERGY INC

6.49%

Shares21.0K

Event2026-03-31

Filed2026-05-06

SOUTHERN CO

0.76%

Shares20.2K

Event2026-03-31

Filed2026-05-06

MDYV

SPDR SERIES TRUST

-24.87%

Shares22.9K

Event2026-03-31

Filed2026-05-06

TLT

ISHARES TR

32.95%

Shares22.4K

Event2026-03-31

Filed2026-05-06

AXP

AMERICAN EXPRESS CO

1.14%

Shares6.4K

Event2026-03-31

Filed2026-05-06

UNP

UNION PAC CORP

1.60%

Shares7.9K

Event2026-03-31

Filed2026-05-06

EEM

ISHARES TR

8.22%

Shares33.6K

Event2026-03-31

Filed2026-05-06

PNC

PNC FINL SVCS GROUP INC

1.43%

Shares9.1K

Event2026-03-31

Filed2026-05-06

CVS

CVS HEALTH CORP

38.40%

Shares25.8K

Event2026-03-31

Filed2026-05-06

VOT

VANGUARD INDEX FDS

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-06

COP

CONOCOPHILLIPS

2.21%

Shares13.7K

Event2026-03-31

Filed2026-05-06

DVY

ISHARES TR

-15.72%

Shares11.9K

Event2026-03-31

Filed2026-05-06

IGIB

ISHARES TR

44.96%

Shares33.5K

Event2026-03-31

Filed2026-05-06

BLACKSTONE INC

-27.81%

Shares15.4K

Event2026-03-31

Filed2026-05-06

BLACKROCK INC

1.50%

Shares1.8K

Event2026-03-31

Filed2026-05-06

SII

SPROTT INC

63.44%

Shares12.3K

Event2026-03-31

Filed2026-05-06

OKE

ONEOK INC NEW

514.75%

Shares19.3K

Event2026-03-31

Filed2026-05-06

SPYV

SPDR SERIES TRUST

0.00%

Shares30.5K

Event2026-03-31

Filed2026-05-06

DIS

DISNEY WALT CO

-4.92%

Shares17.7K

Event2026-03-31

Filed2026-05-06

LUV

SOUTHWEST AIRLS CO

-41.62%

Shares44.7K

Event2026-03-31

Filed2026-05-06

INVESCO EXCHANGE TRADED FD T

New

Shares8.7K

Event2026-03-31

Filed2026-05-06

IWN

ISHARES TR

-2.28%

Shares8.8K

Event2026-03-31

Filed2026-05-06

AT&T INC

1.94%

Shares57.6K

Event2026-03-31

Filed2026-05-06

TRGP

TARGA RES CORP

359.67%

Shares6.6K

Event2026-03-31

Filed2026-05-06

BMY

BRISTOL-MYERS SQUIBB CO

18.79%

Shares27.1K

Event2026-03-31

Filed2026-05-06

ITA

ISHARES TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-06

ITW

ILLINOIS TOOL WKS INC

-8.67%

Shares6.3K

Event2026-03-31

Filed2026-05-06

CAH

CARDINAL HEALTH INC

0.51%

Shares7.7K

Event2026-03-31

Filed2026-05-06

LINDE PLC

0.47%

Shares3.2K

Event2026-03-31

Filed2026-05-06

SYK

STRYKER CORPORATION

-2.06%

Shares4.8K

Event2026-03-31

Filed2026-05-06

PARKER-HANNIFIN CORP

52.39%

Shares1.8K

Event2026-03-31

Filed2026-05-06

FBTC

FIDELITY WISE ORIGIN BITCOIN

911.43%

Shares26.6K

Event2026-03-31

Filed2026-05-06

DXJ

WISDOMTREE TR

36.57%

Shares9.8K

Event2026-03-31

Filed2026-05-06

ADP

AUTOMATIC DATA PROCESSING IN

-0.71%

Shares7.6K

Event2026-03-31

Filed2026-05-06

ARISTA NETWORKS INC

2.92%

Shares12.4K

Event2026-03-31

Filed2026-05-06

CITIGROUP INC

7.99%

Shares13.3K

Event2026-03-31

Filed2026-05-06

WES

WESTERN MIDSTREAM PARTNERS L

288.62%

Shares36.0K

Event2026-03-31

Filed2026-05-06

ORLY

OREILLY AUTOMOTIVE INC

-3.62%

Shares15.9K

Event2026-03-31

Filed2026-05-06

AEM

AGNICO EAGLE MINES LTD

-2.87%

Shares7.0K

Event2026-03-31

Filed2026-05-06

PHM

PULTE GROUP INC

11.14%

Shares11.9K

Event2026-03-31

Filed2026-05-06

LOW

LOWES COS INC

1.84%

Shares5.9K

Event2026-03-31

Filed2026-05-06

BANK NEW YORK MELLON CORP

0.47%

Shares11.7K

Event2026-03-31

Filed2026-05-06

CTAS

CINTAS CORP

-1.34%

Shares8.2K

Event2026-03-31

Filed2026-05-06

MSCI

MSCI INC

116.37%

Shares2.6K

Event2026-03-31

Filed2026-05-06

EQIX

EQUINIX INC

1.74%

Shares1.4K

Event2026-03-31

Filed2026-05-06

BABA

ALIBABA GROUP HLDG LTD

64.62%

Shares10.9K

Event2026-03-31

Filed2026-05-06

INTC

INTEL CORP

8.97%

Shares30.6K

Event2026-03-31

Filed2026-05-06

PFE

PFIZER INC

-22.85%

Shares48.0K

Event2026-03-31

Filed2026-05-06

CRM

SALESFORCE INC

-27.09%

Shares7.2K

Event2026-03-31

Filed2026-05-06

VTV

VANGUARD INDEX FDS

-1.29%

Shares6.6K

Event2026-03-31

Filed2026-05-06

HLT

HILTON WORLDWIDE HLDGS INC

-7.91%

Shares4.3K

Event2026-03-31

Filed2026-05-06

ISRG

INTUITIVE SURGICAL INC

-0.64%

Shares2.8K

Event2026-03-31

Filed2026-05-06

GENERAL DYNAMICS CORP

-2.84%

Shares3.7K

Event2026-03-31

Filed2026-05-06

TXN

TEXAS INSTRS INC

5.45%

Shares6.5K

Event2026-03-31

Filed2026-05-06

VST

VISTRA CORP

251.36%

Shares8.4K

Event2026-03-31

Filed2026-05-06

EWJ

ISHARES INC

New

Shares14.6K

Event2026-03-31

Filed2026-05-06

APP

APPLOVIN CORP

-8.50%

Shares3.1K

Event2026-03-31

Filed2026-05-06

APD

AIR PRODUCTS AND CHEMICALS I

-9.09%

Shares4.2K

Event2026-03-31

Filed2026-05-06

ALTRIA GROUP INC

-0.35%

Shares18.3K

Event2026-03-31

Filed2026-05-06

SCCO

SOUTHERN COPPER CORP

21.71%

Shares7.0K

Event2026-03-31

Filed2026-05-06

PICK

ISHARES INC

New

Shares21.1K

Event2026-03-31

Filed2026-05-06

IWX

ISHARES TR

-13.09%

Shares12.7K

Event2026-03-31

Filed2026-05-06

ADI

ANALOG DEVICES INC

5.61%

Shares3.7K

Event2026-03-31

Filed2026-05-06

DUKE ENERGY CORP NEW

0.08%

Shares9.0K

Event2026-03-31

Filed2026-05-06

CHUBB LTD SWITZ

-2.48%

Shares3.6K

Event2026-03-31

Filed2026-05-06

BLOOM ENERGY CORP

New

Shares8.6K

Event2026-03-31

Filed2026-05-06

SLV

ISHARES SILVER TR

15.67%

Shares16.8K

Event2026-03-31

Filed2026-05-06

VMC

VULCAN MATLS CO

-2.91%

Shares4.2K

Event2026-03-31

Filed2026-05-06

SHEL

SHELL PLC

-6.50%

Shares12.2K

Event2026-03-31

Filed2026-05-06

APH

AMPHENOL CORP

7.55%

Shares8.9K

Event2026-03-31

Filed2026-05-06

ITOT

ISHARES TR

-15.69%

Shares7.9K

Event2026-03-31

Filed2026-05-06

WASTE MGMT INC DEL

3.07%

Shares4.8K

Event2026-03-31

Filed2026-05-06

FAST

FASTENAL CO

-6.83%

Shares23.8K

Event2026-03-31

Filed2026-05-06

HOOD

ROBINHOOD MKTS INC

75.32%

Shares15.7K

Event2026-03-31

Filed2026-05-06

BSX

BOSTON SCIENTIFIC CORP

1.04%

Shares17.3K

Event2026-03-31

Filed2026-05-06

PSX

PHILLIPS 66

19.37%

Shares5.8K

Event2026-03-31

Filed2026-05-06

TDG

TRANSDIGM GROUP INC

-3.10%

Shares907

Event2026-03-31

Filed2026-05-06

SLB

SLB LIMITED

11.48%

Shares20.4K

Event2026-03-31

Filed2026-05-06

WELL

WELLTOWER INC

2.43%

Shares5.3K

Event2026-03-31

Filed2026-05-06

HCA

HCA HEALTHCARE INC

-0.46%

Shares2.2K

Event2026-03-31

Filed2026-05-06

BOEING CO

3.13%

Shares5.1K

Event2026-03-31

Filed2026-05-06

DHR

DANAHER CORP DEL

-7.17%

Shares5.3K

Event2026-03-31

Filed2026-05-06

CRWD

CROWDSTRIKE HLDGS INC

-8.70%

Shares2.6K

Event2026-03-31

Filed2026-05-06

BKR

BAKER HUGHES COMPANY

-18.73%

Shares16.5K

Event2026-03-31

Filed2026-05-06

ACCENTURE PLC IRELAND

-2.96%

Shares4.9K

Event2026-03-31

Filed2026-05-06

FITB

FIFTH THIRD BANCORP

21.45%

Shares20.9K

Event2026-03-31

Filed2026-05-06

IVE

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-06

REGN

REGENERON PHARMACEUTICALS

0.32%

Shares1.2K

Event2026-03-31

Filed2026-05-06

PLD

PROLOGIS INC.

-33.30%

Shares7.3K

Event2026-03-31

Filed2026-05-06

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-06

KMI

KINDER MORGAN INC DEL

-0.45%

Shares28.4K

Event2026-03-31

Filed2026-05-06

MSI

MOTOROLA SOLUTIONS INC

4.20%

Shares2.2K

Event2026-03-31

Filed2026-05-06

PAA

PLAINS ALL AMERN PIPELINE L

New

Shares42.0K

Event2026-03-31

Filed2026-05-06

HESM

HESS MIDSTREAM LP

New

Shares24.0K

Event2026-03-31

Filed2026-05-06

MMC

MARSH & MCLENNAN COS INC

-3.62%

Shares5.4K

Event2026-03-31

Filed2026-05-06

SHY

ISHARES TR

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-06

IBB

ISHARES TR

11.62%

Shares5.4K

Event2026-03-31

Filed2026-05-06

URA

GLOBAL X FDS

0.00%

Shares18.8K

Event2026-03-31

Filed2026-05-06

EZPW

EZCORP INC

1.74%

Shares35.6K

Event2026-03-31

Filed2026-05-06

IWO

ISHARES TR

-3.29%

Shares2.8K

Event2026-03-31

Filed2026-05-06

TRV

TRAVELERS COMPANIES INC

-2.42%

Shares3.1K

Event2026-03-31

Filed2026-05-06

HAL

HALLIBURTON CO

-1.75%

Shares22.1K

Event2026-03-31

Filed2026-05-06

EME

EMCOR GROUP INC

0.69%

Shares1.2K

Event2026-03-31

Filed2026-05-06

IWB

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-06

FCX

FREEPORT MCMORAN INC

-0.28%

Shares14.5K

Event2026-03-31

Filed2026-05-06

ICE

INTERCONTINENTAL EXCHANGE IN

-42.43%

Shares5.4K

Event2026-03-31

Filed2026-05-06

INVESCO EXCHANGE TRADED FD T

0.00%

Shares18.5K

Event2026-03-31

Filed2026-05-06

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-06

AUB

ATLANTIC UN BANKSHARES CORP

-0.43%

Shares22.9K

Event2026-03-31

Filed2026-05-06

SPOK

SPOK HLDGS INC

New

Shares75.0K

Event2026-03-31

Filed2026-05-06

SCHW

SCHWAB CHARLES CORP

0.95%

Shares8.6K

Event2026-03-31

Filed2026-05-06

NSC

NORFOLK SOUTHN CORP

0.68%

Shares2.8K

Event2026-03-31

Filed2026-05-06

IVW

ISHARES TR

-8.11%

Shares7.1K

Event2026-03-31

Filed2026-05-06

GSLC

GOLDMAN SACHS ETF TR

-4.71%

Shares6.4K

Event2026-03-31

Filed2026-05-06

PWR

QUANTA SVCS INC

0.21%

Shares1.5K

Event2026-03-31

Filed2026-05-06

XLI

SELECT SECTOR SPDR TR

-13.16%

Shares4.9K

Event2026-03-31

Filed2026-05-06

PGR

PROGRESSIVE CORP

-7.67%

Shares4.0K

Event2026-03-31

Filed2026-05-06

GILD

GILEAD SCIENCES INC

9.73%

Shares5.7K

Event2026-03-31

Filed2026-05-06

THE CIGNA GROUP

0.82%

Shares3.0K

Event2026-03-31

Filed2026-05-06

ZTS

ZOETIS INC

13.27%

Shares6.7K

Event2026-03-31

Filed2026-05-06

CDNS

CADENCE DESIGN SYSTEM INC

-2.60%

Shares2.8K

Event2026-03-31

Filed2026-05-06

AFL

AFLAC INC

-0.52%

Shares7.1K

Event2026-03-31

Filed2026-05-06

CMI

CUMMINS INC

1.49%

Shares1.4K

Event2026-03-31

Filed2026-05-06

TE CONNECTIVITY PLC

-3.60%

Shares3.6K

Event2026-03-31

Filed2026-05-06

MTB

M & T BK CORP

1.16%

Shares3.7K

Event2026-03-31

Filed2026-05-06

SAP

SAP SE

-3.15%

Shares4.4K

Event2026-03-31

Filed2026-05-06

MPC

MARATHON PETE CORP

2.63%

Shares3.1K

Event2026-03-31

Filed2026-05-06

REGIONS FINANCIAL CORP NEW

-44.16%

Shares28.7K

Event2026-03-31

Filed2026-05-06

SPGI

S&P GLOBAL INC

-25.07%

Shares1.8K

Event2026-03-31

Filed2026-05-06

ECL

ECOLAB INC

-16.58%

Shares2.8K

Event2026-03-31

Filed2026-05-06

BKNG

BOOKING HOLDINGS INC

6.02%

Shares176

Event2026-03-31

Filed2026-05-06

SBUX

STARBUCKS CORP

7.16%

Shares8.3K

Event2026-03-31

Filed2026-05-06

AON PLC

13.43%

Shares2.3K

Event2026-03-31

Filed2026-05-06

MELI

MERCADOLIBRE INC

6.05%

Shares421

Event2026-03-31

Filed2026-05-06

INTU

INTUIT

-18.62%

Shares1.7K

Event2026-03-31

Filed2026-05-06

AZO

AUTOZONE INC

-31.07%

Shares213

Event2026-03-31

Filed2026-05-06

XEL

XCEL ENERGY INC

-23.20%

Shares9.0K

Event2026-03-31

Filed2026-05-06

DDOG

DATADOG INC

New

Shares6.1K

Event2026-03-31

Filed2026-05-06

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares15.3K

Event2026-03-31

Filed2026-05-06

CENCORA INC

5.34%

Shares2.3K

Event2026-03-31

Filed2026-05-06

MAR

MARRIOTT INTL INC NEW

1.73%

Shares2.2K

Event2026-03-31

Filed2026-05-06

ETR

ENTERGY CORP NEW

3.25%

Shares6.3K

Event2026-03-31

Filed2026-05-06

UBER

UBER TECHNOLOGIES INC

-19.05%

Shares9.8K

Event2026-03-31

Filed2026-05-06

TDS

TELEPHONE & DATA SYS INC

0.01%

Shares16.6K

Event2026-03-31

Filed2026-05-06

URI

UNITED RENTALS INC

-12.04%

Shares957

Event2026-03-31

Filed2026-05-06

LHX

L3HARRIS TECHNOLOGIES INC

-3.25%

Shares2.0K

Event2026-03-31

Filed2026-05-06

ROST

ROSS STORES INC

-0.82%

Shares3.2K

Event2026-03-31

Filed2026-05-06

SLDE

SLIDE INS HLDGS INC

New

Shares37.8K

Event2026-03-31

Filed2026-05-06

XLF

SELECT SECTOR SPDR TR

-29.72%

Shares13.8K

Event2026-03-31

Filed2026-05-06

NEM

NEWMONT CORP

12.23%

Shares6.3K

Event2026-03-31

Filed2026-05-06

SCZ

ISHARES TR

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-06

MDLZ

MONDELEZ INTL INC

-1.35%

Shares11.3K

Event2026-03-31

Filed2026-05-06

XLV

SELECT SECTOR SPDR TR

-9.02%

Shares4.4K

Event2026-03-31

Filed2026-05-06

TMUS

T-MOBILE US INC

2.09%

Shares3.1K

Event2026-03-31

Filed2026-05-06

AME

AMETEK INC

-0.23%

Shares3.0K

Event2026-03-31

Filed2026-05-06

MLM

MARTIN MARIETTA MATLS INC

-3.55%

Shares1.1K

Event2026-03-31

Filed2026-05-06

SCHD

SCHWAB STRATEGIC TR

11.48%

Shares20.9K

Event2026-03-31

Filed2026-05-06

DOMINION ENERGY INC

0.44%

Shares10.3K

Event2026-03-31

Filed2026-05-06

EQT CORP

2.69%

Shares9.9K

Event2026-03-31

Filed2026-05-06

DHI

D R HORTON INC

1.63%

Shares4.6K

Event2026-03-31

Filed2026-05-06

IRM

IRON MTN INC DEL

10.09%

Shares6.1K

Event2026-03-31

Filed2026-05-06

ARCO

ARCOS DORADOS HLDGS INC

0.00%

Shares75.0K

Event2026-03-31

Filed2026-05-06

TGT

TARGET CORP

7.13%

Shares5.1K

Event2026-03-31

Filed2026-05-06

RCL

ROYAL CARIBBEAN GROUP

2.24%

Shares2.2K

Event2026-03-31

Filed2026-05-06

SPYG

SPDR SERIES TRUST

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-06

FOXA

FOX CORP

14.04%

Shares10.5K

Event2026-03-31

Filed2026-05-06

NBIS

NEBIUS GROUP N.V.

30.62%

Shares5.8K

Event2026-03-31

Filed2026-05-06

VGT

VANGUARD WORLD FD

-2.50%

Shares858

Event2026-03-31

Filed2026-05-06

KKR & CO INC

-47.35%

Shares6.4K

Event2026-03-31

Filed2026-05-06

CBRE

CBRE GROUP INC

-0.86%

Shares4.4K

Event2026-03-31

Filed2026-05-06

MMM

3M CO

4.43%

Shares4.1K

Event2026-03-31

Filed2026-05-06

GWW

WW GRAINGER INC

-3.57%

Shares541

Event2026-03-31

Filed2026-05-06

AGG

ISHARES TR

-31.70%

Shares5.9K

Event2026-03-31

Filed2026-05-06

ADBE

ADOBE INC

-26.20%

Shares2.4K

Event2026-03-31

Filed2026-05-06

MET

METLIFE INC

11.70%

Shares8.2K

Event2026-03-31

Filed2026-05-06

GENERAL MTRS CO

0.54%

Shares7.7K

Event2026-03-31

Filed2026-05-06

LYV

LIVE NATION ENTERTAINMENT IN

-3.43%

Shares3.7K

Event2026-03-31

Filed2026-05-06

LOEWS CORP

1.09%

Shares5.3K

Event2026-03-31

Filed2026-05-06

PAPR

INNOVATOR ETFS TRUST

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-06

PMAR

INNOVATOR ETFS TRUST

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-06

VBK

VANGUARD INDEX FDS

0.06%

Shares1.8K

Event2026-03-31

Filed2026-05-06

SVM

SILVERCORP METALS INC

0.00%

Shares50.0K

Event2026-03-31

Filed2026-05-06

EXC

EXELON CORP

3.65%

Shares10.9K

Event2026-03-31

Filed2026-05-06

IWV

ISHARES TR

0.14%

Shares1.4K

Event2026-03-31

Filed2026-05-06

VEU

VANGUARD INTL EQUITY INDEX F

19.35%

Shares7.0K

Event2026-03-31

Filed2026-05-06

MNST

MONSTER BEVERAGE CORP NEW

-1.10%

Shares7.2K

Event2026-03-31

Filed2026-05-06

CARR

CARRIER GLOBAL CORPORATION

2.17%

Shares9.1K

Event2026-03-31

Filed2026-05-06

CMCSA

COMCAST CORP NEW

-5.38%

Shares17.9K

Event2026-03-31

Filed2026-05-06

VOE

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-06

SPOT

SPOTIFY TECHNOLOGY S A

-4.30%

Shares1.0K

Event2026-03-31

Filed2026-05-06

STLD

STEEL DYNAMICS INC

0.61%

Shares2.8K

Event2026-03-31

Filed2026-05-06

CME

CME GROUP INC

6.34%

Shares1.7K

Event2026-03-31

Filed2026-05-06

MCO

MOODYS CORP

0.79%

Shares1.1K

Event2026-03-31

Filed2026-05-06

USB

US BANCORP

-3.77%

Shares9.4K

Event2026-03-31

Filed2026-05-06

DBEF

DBX ETF TR

-1.00%

Shares9.9K

Event2026-03-31

Filed2026-05-06

VBR

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-06

TRANE TECHNOLOGIES PLC

-1.55%

Shares1.1K

Event2026-03-31

Filed2026-05-06

JEPI

J P MORGAN EXCHANGE TRADED F

-3.09%

Shares8.4K

Event2026-03-31

Filed2026-05-06

BP PLC

0.01%

Shares10.1K

Event2026-03-31

Filed2026-05-06

BJUN

INNOVATOR ETFS TRUST

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-06

DIVO

AMPLIFY ETF TR

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-06

AMT

AMERICAN TOWER CORP

-31.20%

Shares2.7K

Event2026-03-31

Filed2026-05-06

IDXX

IDEXX LABS INC

10.32%

Shares834

Event2026-03-31

Filed2026-05-06

SPG

SIMON PPTY GROUP INC NEW

0.84%

Shares2.5K

Event2026-03-31

Filed2026-05-06

CPRT

COPART INC

-4.33%

Shares13.9K

Event2026-03-31

Filed2026-05-06

PSA

PUBLIC STORAGE OPER CO

-5.52%

Shares1.7K

Event2026-03-31

Filed2026-05-06

SNPS

SYNOPSYS INC

12.28%

Shares1.2K

Event2026-03-31

Filed2026-05-06

USFR

WISDOMTREE TR

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-06

IJK

ISHARES TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-06

RSG

REPUBLIC SVCS INC

2.53%

Shares2.1K

Event2026-03-31

Filed2026-05-06

ELV

ELEVANCE HEALTH INC FORMERLY

-2.53%

Shares1.5K

Event2026-03-31

Filed2026-05-06

PCAR

PACCAR INC

1.86%

Shares3.9K

Event2026-03-31

Filed2026-05-06

ASTRAZENECA PLC

New

Shares2.3K

Event2026-03-31

Filed2026-05-06

ROCKET LAB CORP

29.65%

Shares6.8K

Event2026-03-31

Filed2026-05-06

SCHA

SCHWAB STRATEGIC TR

19.50%

Shares14.8K

Event2026-03-31

Filed2026-05-06

TOTALENERGIES SE

-1.63%

Shares4.7K

Event2026-03-31

Filed2026-05-06

MARVELL TECHNOLOGY INC

-13.85%

Shares4.3K

Event2026-03-31

Filed2026-05-06

ELECTRONIC ARTS INC

4.03%

Shares2.1K

Event2026-03-31

Filed2026-05-06

EBAY

EBAY INC.

4.04%

Shares4.6K

Event2026-03-31

Filed2026-05-06

BROOKFIELD CORP

21.36%

Shares10.2K

Event2026-03-31

Filed2026-05-06

EFG

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-06

JCI

JOHNSON CONTROLS INTERNATION

-4.57%

Shares3.1K

Event2026-03-31

Filed2026-05-06

IUSG

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-06

HWM

HOWMET AEROSPACE INC

0.98%

Shares1.8K

Event2026-03-31

Filed2026-05-06

GEHC

GE HEALTHCARE TECHNOLOGIES I

-45.01%

Shares5.7K

Event2026-03-31

Filed2026-05-06

AMP

AMERIPRISE FINL INC

3.82%

Shares898

Event2026-03-31

Filed2026-05-06

CFG

CITIZENS FINL GROUP INC

5.00%

Shares6.6K

Event2026-03-31

Filed2026-05-06

NRG

NRG ENERGY INC

-16.08%

Shares2.7K

Event2026-03-31

Filed2026-05-06

NYF

ISHARES TR

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-06

AJG

GALLAGHER ARTHUR J & CO

-2.68%

Shares1.8K

Event2026-03-31

Filed2026-05-06

SEAGATE TECHNOLOGY HLDNGS PL

0.72%

Shares976

Event2026-03-31

Filed2026-05-06

HEI

HEICO CORP NEW

-0.14%

Shares1.4K

Event2026-03-31

Filed2026-05-06

SYF

SYNCHRONY FINANCIAL

1.01%

Shares5.6K

Event2026-03-31

Filed2026-05-06

COLGATE PALMOLIVE CO

5.35%

Shares4.5K

Event2026-03-31

Filed2026-05-06

CTRA

COTERRA ENERGY INC

2.89%

Shares10.8K

Event2026-03-31

Filed2026-05-06

NDAQ

NASDAQ INC

2.70%

Shares4.4K

Event2026-03-31

Filed2026-05-06

CCJ

CAMECO CORP

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-06

UNILEVER PLC

-4.78%

Shares6.5K

Event2026-03-31

Filed2026-05-06

FDX

FEDEX CORP

9.98%

Shares1.0K

Event2026-03-31

Filed2026-05-06

DHC

DIVERSIFIED HEALTHCARE TR

0.03%

Shares54.4K

Event2026-03-31

Filed2026-05-06

WTW

WILLIS TOWERS WATSON PLC LTD

2.24%

Shares1.2K

Event2026-03-31

Filed2026-05-06

SJNK

SPDR SERIES TRUST

0.00%

Shares14.2K

Event2026-03-31

Filed2026-05-06

HEI.A

HEICO CORP NEW

-13.02%

Shares1.7K

Event2026-03-31

Filed2026-05-06

CVNA

CARVANA CO

6.34%

Shares1.1K

Event2026-03-31

Filed2026-05-06

DDS

DILLARDS INC

0.33%

Shares617

Event2026-03-31

Filed2026-05-06

ADSK

AUTODESK INC

-10.40%

Shares1.5K

Event2026-03-31

Filed2026-05-06

TOL

TOLL BROTHERS INC

1.07%

Shares2.6K

Event2026-03-31

Filed2026-05-06

IJS

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-06

QNITY ELECTRONICS INC

3.28%

Shares3.0K

Event2026-03-31

Filed2026-05-06

CIEN

CIENA CORP

New

Shares888

Event2026-03-31

Filed2026-05-06

SNDK

SANDISK CORP

New

Shares540

Event2026-03-31

Filed2026-05-06

EDWARDS LIFESCIENCES CORP

2.46%

Shares4.2K

Event2026-03-31

Filed2026-05-06

BRO

BROWN & BROWN INC

-6.90%

Shares5.1K

Event2026-03-31

Filed2026-05-06

IQLT

ISHARES TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-06

CCL

CARNIVAL CORP

2.32%

Shares12.8K

Event2026-03-31

Filed2026-05-06

AEP

AMERICAN ELEC PWR CO INC

11.20%

Shares2.5K

Event2026-03-31

Filed2026-05-06

WEC ENERGY GROUP INC

2.79%

Shares2.8K

Event2026-03-31

Filed2026-05-06

SHW

SHERWIN WILLIAMS CO

-13.75%

Shares1.0K

Event2026-03-31

Filed2026-05-06

VRSK

VERISK ANALYTICS INC

7.89%

Shares1.7K

Event2026-03-31

Filed2026-05-06

EXPD

EXPEDITORS INTL WASH INC

2.47%

Shares2.2K

Event2026-03-31

Filed2026-05-06

SMITH & WESSON BRANDS INC

-51.77%

Shares22.4K

Event2026-03-31

Filed2026-05-06

IBKR

INTERACTIVE BROKERS GROUP IN

-2.79%

Shares4.8K

Event2026-03-31

Filed2026-05-06

KEYS

KEYSIGHT TECHNOLOGIES INC

3.56%

Shares1.1K

Event2026-03-31

Filed2026-05-06

MUB

ISHARES TR

-9.34%

Shares3.0K

Event2026-03-31

Filed2026-05-06

CURTISS WRIGHT CORP

0.22%

Shares465

Event2026-03-31

Filed2026-05-06

DVN

DEVON ENERGY CORP NEW

2.98%

Shares6.3K

Event2026-03-31

Filed2026-05-06

PPL

PPL CORP

3.21%

Shares8.2K

Event2026-03-31

Filed2026-05-06

MATX

MATSON INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-06

LPLA

LPL FINL HLDGS INC

9.02%

Shares1.0K

Event2026-03-31

Filed2026-05-06

GRMN

GARMIN LTD

9.47%

Shares1.3K

Event2026-03-31

Filed2026-05-06

SPPP

SPROTT ASSET MANAGEMENT LP

New

Shares20.0K

Event2026-03-31

Filed2026-05-06

AGILENT TECHNOLOGIES INC

-2.95%

Shares2.7K

Event2026-03-31

Filed2026-05-06

CHD

CHURCH & DWIGHT CO INC

7.55%

Shares3.3K

Event2026-03-31

Filed2026-05-06

WRB

BERKLEY W R CORP

-4.35%

Shares4.6K

Event2026-03-31

Filed2026-05-06

DECK

DECKERS OUTDOOR CORP

33.69%

Shares3.0K

Event2026-03-31

Filed2026-05-06

ODFL

OLD DOMINION FREIGHT LINE IN

4.62%

Shares1.5K

Event2026-03-31

Filed2026-05-06

ALL

ALLSTATE CORP

16.95%

Shares1.4K

Event2026-03-31

Filed2026-05-06

NUE

NUCOR CORP

1.51%

Shares1.7K

Event2026-03-31

Filed2026-05-06

BND

VANGUARD BD INDEX FDS

-71.31%

Shares4.0K

Event2026-03-31

Filed2026-05-06

FIX

COMFORT SYS USA INC

-10.17%

Shares212

Event2026-03-31

Filed2026-05-06

RMD

RESMED INC

2.28%

Shares1.3K

Event2026-03-31

Filed2026-05-06

DUPONT DE NEMOURS INC

5.55%

Shares6.3K

Event2026-03-31

Filed2026-05-06

CPER

UNITED STS COMMODITY INDEX F

4.35%

Shares8.4K

Event2026-03-31

Filed2026-05-06

SUNCOR ENERGY INC NEW

New

Shares4.4K

Event2026-03-31

Filed2026-05-06

HIG

HARTFORD INSURANCE GROUP INC

2.93%

Shares2.1K

Event2026-03-31

Filed2026-05-06

HBAN

HUNTINGTON BANCSHARES INC

71.40%

Shares18.2K

Event2026-03-31

Filed2026-05-06

MKL

MARKEL GROUP INC

-18.23%

Shares148

Event2026-03-31

Filed2026-05-06

ROP

ROPER TECHNOLOGIES INC

-2.93%

Shares796

Event2026-03-31

Filed2026-05-06

FANG

DIAMONDBACK ENERGY INC

3.49%

Shares1.4K

Event2026-03-31

Filed2026-05-06

EOG

EOG RES INC

-4.70%

Shares1.9K

Event2026-03-31

Filed2026-05-06

OTIS

OTIS WORLDWIDE CORP

2.59%

Shares3.6K

Event2026-03-31

Filed2026-05-06

EVERSOURCE ENERGY

7.82%

Shares4.0K

Event2026-03-31

Filed2026-05-06

ENTG

ENTEGRIS INC

-3.40%

Shares2.4K

Event2026-03-31

Filed2026-05-06

DFLV

DIMENSIONAL ETF TRUST

0.38%

Shares7.7K

Event2026-03-31

Filed2026-05-06

MFC

MANULIFE FINL CORP

-7.05%

Shares7.8K

Event2026-03-31

Filed2026-05-06

OSK

OSHKOSH CORP

1.38%

Shares1.8K

Event2026-03-31

Filed2026-05-06

YUM

YUM BRANDS INC

3.18%

Shares1.7K

Event2026-03-31

Filed2026-05-06

PNR

PENTAIR PLC

22.09%

Shares3.1K

Event2026-03-31

Filed2026-05-06

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-06

SUB

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-06

MEDTRONIC PLC

-47.59%

Shares3.0K

Event2026-03-31

Filed2026-05-06

NVT

NVENT ELEC PLC

1.09%

Shares2.2K

Event2026-03-31

Filed2026-05-06

VNQ

VANGUARD INDEX FDS

-2.95%

Shares3.0K

Event2026-03-31

Filed2026-05-06

OXY

OCCIDENTAL PETE CORP

New

Shares4.0K

Event2026-03-31

Filed2026-05-06

FTNT

FORTINET INC

13.85%

Shares3.2K

Event2026-03-31

Filed2026-05-06

CONSOLIDATED EDISON INC

-75.24%

Shares2.3K

Event2026-03-31

Filed2026-05-06

MPWR

MONOLITHIC PWR SYS INC

New

Shares236

Event2026-03-31

Filed2026-05-06

DGRW

WISDOMTREE TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-06

TER

TERADYNE INC

New

Shares866

Event2026-03-31

Filed2026-05-06

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares1.1K

Event2026-03-31

Filed2026-05-06

AIG

AMERICAN INTL GROUP INC

-2.56%

Shares3.4K

Event2026-03-31

Filed2026-05-06

SYY

SYSCO CORP

2.46%

Shares3.5K

Event2026-03-31

Filed2026-05-06

FIRST CTZNS BANCSHARES INC D

0.00%

Shares134

Event2026-03-31

Filed2026-05-06

EMXC

ISHARES INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-06

CBOE

CBOE GLOBAL MKTS INC

3.96%

Shares892

Event2026-03-31

Filed2026-05-06

MUNI

PIMCO ETF TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-06

TFC

TRUIST FINL CORP

6.55%

Shares5.4K

Event2026-03-31

Filed2026-05-06

BROOKFIELD INFRASTRUCTURE CO

-8.18%

Shares6.2K

Event2026-03-31

Filed2026-05-06

CNQ

CANADIAN NAT RES LTD MED TER

New

Shares5.0K

Event2026-03-31

Filed2026-05-06

MEAR

ISHARES U S ETF TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-06

IJJ

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-06

FICO

FAIR ISAAC CORP

-7.38%

Shares226

Event2026-03-31

Filed2026-05-06

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-06

RBC

RBC BEARINGS INC

New

Shares440

Event2026-03-31

Filed2026-05-06

SDY

SPDR SERIES TRUST

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-06

COHERENT CORP

New

Shares985

Event2026-03-31

Filed2026-05-06

STERIS PLC

1.24%

Shares1.1K

Event2026-03-31

Filed2026-05-06

UNM

UNUM GROUP

2.69%

Shares3.2K

Event2026-03-31

Filed2026-05-06

DFAI

DIMENSIONAL ETF TRUST

New

Shares6.0K

Event2026-03-31

Filed2026-05-06

ACGL

ARCH CAP GROUP LTD

-7.93%

Shares2.4K

Event2026-03-31

Filed2026-05-06

CRWV

COREWEAVE INC

-9.04%

Shares3.0K

Event2026-03-31

Filed2026-05-06

CSGP

COSTAR GROUP INC

14.19%

Shares5.8K

Event2026-03-31

Filed2026-05-06

ATO

ATMOS ENERGY CORP

New

Shares1.3K

Event2026-03-31

Filed2026-05-06

SCHF

SCHWAB STRATEGIC TR

New

Shares9.3K

Event2026-03-31

Filed2026-05-06

DTE

DTE ENERGY CO

New

Shares1.6K

Event2026-03-31

Filed2026-05-06

VFH

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-06

WAB

WABTEC

New

Shares914

Event2026-03-31

Filed2026-05-06

TSCO

TRACTOR SUPPLY CO

-25.40%

Shares5.0K

Event2026-03-31

Filed2026-05-06

DFGR

DIMENSIONAL ETF TRUST

New

Shares8.5K

Event2026-03-31

Filed2026-05-06

VRSN

VERISIGN INC

10.32%

Shares909

Event2026-03-31

Filed2026-05-06

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-06

INSM

INSMED INC

4.25%

Shares1.3K

Event2026-03-31

Filed2026-05-06

AWK

AMERICAN WTR WKS CO INC NEW

3.12%

Shares1.6K

Event2026-03-31

Filed2026-05-06

PTC

PTC INC

0.13%

Shares1.5K

Event2026-03-31

Filed2026-05-06

ATI

ATI INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-06

LEN

LENNAR CORP

1.89%

Shares2.5K

Event2026-03-31

Filed2026-05-06

NVS

NOVARTIS AG

New

Shares1.4K

Event2026-03-31

Filed2026-05-06

OIH

VANECK ETF TRUST

New

Shares526

Event2026-03-31

Filed2026-05-06

INMU

BLACKROCK ETF TRUST II

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-06

APOLLO GLOBAL MGMT INC

28.82%

Shares1.9K

Event2026-03-31

Filed2026-05-06

VTR

VENTAS INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-06

XYL

XYLEM INC

0.86%

Shares1.8K

Event2026-03-31

Filed2026-05-06

SEB

SEABOARD CORP DEL

New

Shares37

Event2026-03-31

Filed2026-05-06

EIX

EDISON INTL

-75.55%

Shares2.9K

Event2026-03-31

Filed2026-05-06

ROK

ROCKWELL AUTOMATION INC

1.75%

Shares582

Event2026-03-31

Filed2026-05-06

USFD

US FOODS HLDG CORP

New

Shares2.3K

Event2026-03-31

Filed2026-05-06

PEG

PUBLIC SVC ENTERPRISE GROUP

New

Shares2.6K

Event2026-03-31

Filed2026-05-06

ZWS

ZURN ELKAY WATER SOLNS CORP

-2.73%

Shares4.6K

Event2026-03-31

Filed2026-05-06

OWENS CORNING NEW

2.77%

Shares1.9K

Event2026-03-31

Filed2026-05-06

LITE

LUMENTUM HLDGS INC

New

Shares291

Event2026-03-31

Filed2026-05-06

ENI SPA

New

Shares3.6K

Event2026-03-31

Filed2026-05-06

SATS

ECHOSTAR CORP

New

Shares1.7K

Event2026-03-31

Filed2026-05-06

XLB

SELECT SECTOR SPDR TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-06

MUFG

MITSUBISHI UFJ FINANCIAL GRO

10.95%

Shares11.7K

Event2026-03-31

Filed2026-05-06

AGNC

AGNC INVT CORP

0.50%

Shares19.6K

Event2026-03-31

Filed2026-05-06

VGSR

MANAGER DIRECTED PORTFOLIOS

New

Shares18.9K

Event2026-03-31

Filed2026-05-06

PREF

PRINCIPAL EXCHANGE TRADED FD

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-06

RKT

ROCKET COS INC

-4.12%

Shares13.0K

Event2026-03-31

Filed2026-05-06

KYN

KAYNE ANDERSON ENERGY INFRST

1.33%

Shares12.8K

Event2026-03-31

Filed2026-05-06

FORD MTR CO

-34.15%

Shares15.1K

Event2026-03-31

Filed2026-05-06

ONDS

ONDAS INC

New

Shares14.2K

Event2026-03-31

Filed2026-05-06

SAN

BANCO SANTANDER SA

-9.51%

Shares10.2K

Event2026-03-31

Filed2026-05-06

CFFN

CAPITOL FED FINL INC

4.85%

Shares12.1K

Event2026-03-31

Filed2026-05-06

AMBP

ARDAGH METAL PACKAGING S A

0.04%

Shares20.2K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

TSLA Call CallTESLA INC1.4K sharesnew addition2026-03-312026-05-06

PLTR Call CallPALANTIR TECHNOLOGIES INC200 sharesnew addition2026-03-312026-05-06

TSLA Call

TESLA INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-06

PLTR Call

PALANTIR TECHNOLOGIES INC

New

Shares200

Event2026-03-31

Filed2026-05-06

Put Option Holdings

No put option holdings data available