The Analysis of Fiera Capital Corp's Holdings & P&L


Currently, Fiera Capital Corp holds 412 types of securities in its portfolio with a total value $29.2B. In the most recent quarter, they have increased their positions in N/A (+337.7K shares, valued at $167.4M), CNQ (+3.1M shares, valued at $153.1M), SU (+2.0M shares, valued at $132.9M); decreased their positions in ORCL (-2.6M shares, valued at $375.4M), TSM (-813.4K shares, valued at $274.9M), HDB (-5.6M shares, valued at $140.1M); initiated new positions in N/A (+1.2M shares, valued at $81.3M), RACE (+132.9K shares, valued at $45.0M), CTAS (+232.8K shares, valued at $39.4M).


1M P&L
-827.9K-0.00%
3M P&L
+2.2M+0.01%
HY P&L
+901.3M+3.42%

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

1Financial Data & Stock Exchanges2.9B
10.8%
2Software - Infrastructure2.6B
9.5%
3Semiconductors2.2B
8.2%

Top Industries by Stock Count

1N/A117 stocks
30.2%
2Software - Application19 stocks
4.9%
3Biotechnology13 stocks
3.4%
Stock Holdings
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-13.50%
Shares5.2M
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
-7.66%
Shares5.6M
Event2026-03-31
Filed2026-05-12
MSFT
MICROSOFT CORP
1.24%
Shares3.3M
Event2026-03-31
Filed2026-05-12
MCO
MOODYS CORP
-0.65%
Shares2.4M
Event2026-03-31
Filed2026-05-12
MA
MASTERCARD INCORPORATED
10.58%
Shares1.9M
Event2026-03-31
Filed2026-05-12
AZO
AUTOZONE INC
-3.55%
Shares261.0K
Event2026-03-31
Filed2026-05-12
CME
CME GROUP INC
1.95%
Shares2.7M
Event2026-03-31
Filed2026-05-12
TJX
TJX COS INC NEW
-4.20%
Shares4.7M
Event2026-03-31
Filed2026-05-12
RY
ROYAL BK CDA
-7.03%
Shares4.2M
Event2026-03-31
Filed2026-05-12
CNI
CANADIAN NATL RY CO
-6.87%
Shares6.2M
Event2026-03-31
Filed2026-05-12
SHW
SHERWIN WILLIAMS CO
0.25%
Shares1.8M
Event2026-03-31
Filed2026-05-12
JNJ
JOHNSON & JOHNSON
-8.87%
Shares2.2M
Event2026-03-31
Filed2026-05-12
MSCI
MSCI INC
1.98%
Shares981.7K
Event2026-03-31
Filed2026-05-12
QSR
RESTAURANT BRANDS INTL INC
-2.10%
Shares6.7M
Event2026-03-31
Filed2026-05-12
BMO
BANK MONTREAL MEDIUM
-12.43%
Shares3.5M
Event2026-03-31
Filed2026-05-12
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
-4.96%
Shares5.9M
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR
INVESCO QQQ TR
-0.54%
Shares761.2K
Event2026-03-31
Filed2026-05-12
PEP
PEPSICO INC
-0.93%
Shares2.7M
Event2026-03-31
Filed2026-05-12
WCN
WASTE CONNECTIONS INC
-7.88%
Shares2.5M
Event2026-03-31
Filed2026-05-12
MTD
METTLER TOLEDO INTERNATIONAL
1.40%
Shares314.4K
Event2026-03-31
Filed2026-05-12
CARR
CARRIER GLOBAL CORPORATION
-3.72%
Shares6.7M
Event2026-03-31
Filed2026-05-12
LINDE PLC
LINDE PLC
80.58%
Shares756.9K
Event2026-03-31
Filed2026-05-12
OTIS
OTIS WORLDWIDE CORP
-3.05%
Shares4.9M
Event2026-03-31
Filed2026-05-12
GIB
CGI INC
-6.95%
Shares5.0M
Event2026-03-31
Filed2026-05-12
RB GLOBAL INC
RB GLOBAL INC
-11.21%
Shares3.7M
Event2026-03-31
Filed2026-05-12
GGG
GRACO INC
-4.30%
Shares3.9M
Event2026-03-31
Filed2026-05-12
CPRT
COPART INC
2.07%
Shares9.0M
Event2026-03-31
Filed2026-05-12
RCI
ROGERS COMMUNICATIONS INC
3.35%
Shares7.4M
Event2026-03-31
Filed2026-05-12
AMZN
AMAZON COM INC
11.45%
Shares1.3M
Event2026-03-31
Filed2026-05-12
UNH
UNITEDHEALTH GROUP INC
-0.10%
Shares898.9K
Event2026-03-31
Filed2026-05-12
SU
SUNCOR ENERGY INC NEW
146.61%
Shares3.4M
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-23.52%
Shares368.6K
Event2026-03-31
Filed2026-05-12
CNQ
CANADIAN NAT RES LTD MED TER
242.99%
Shares4.4M
Event2026-03-31
Filed2026-05-12
TU
TELUS CORPORATION
-6.37%
Shares16.3M
Event2026-03-31
Filed2026-05-12
SPGI
S&P GLOBAL INC
-25.99%
Shares476.6K
Event2026-03-31
Filed2026-05-12
THOMSON REUTERS CORP
THOMSON REUTERS CORP
18.69%
Shares2.1M
Event2026-03-31
Filed2026-05-12
ADI
ANALOG DEVICES INC
-6.05%
Shares568.7K
Event2026-03-31
Filed2026-05-12
AON PLC
AON PLC
3.13%
Shares550.3K
Event2026-03-31
Filed2026-05-12
STN
STANTEC INC
1.77%
Shares2.0M
Event2026-03-31
Filed2026-05-12
INSM
INSMED INC
2.93%
Shares1.0M
Event2026-03-31
Filed2026-05-12
ARGX
ARGENX SE
-3.88%
Shares217.2K
Event2026-03-31
Filed2026-05-12
HLT
HILTON WORLDWIDE HLDGS INC
-9.05%
Shares516.6K
Event2026-03-31
Filed2026-05-12
ALC
ALCON AG
1.61%
Shares2.1M
Event2026-03-31
Filed2026-05-12
BWXT
BWX TECHNOLOGIES INC
0.85%
Shares729.3K
Event2026-03-31
Filed2026-05-12
SLF
SUN LIFE FINANCIAL INC.
239.93%
Shares2.3M
Event2026-03-31
Filed2026-05-12
LOW
LOWES COS INC
-10.10%
Shares594.7K
Event2026-03-31
Filed2026-05-12
AAPL
APPLE INC
0.42%
Shares549.0K
Event2026-03-31
Filed2026-05-12
CW
CURTISS WRIGHT CORP
0.79%
Shares204.5K
Event2026-03-31
Filed2026-05-12
V
VISA INC
-17.82%
Shares412.3K
Event2026-03-31
Filed2026-05-12
FROG
JFROG LTD
3.23%
Shares2.3M
Event2026-03-31
Filed2026-05-12
FIX
COMFORT SYS USA INC
-0.29%
Shares76.9K
Event2026-03-31
Filed2026-05-12
ENTG
ENTEGRIS INC
2.20%
Shares888.2K
Event2026-03-31
Filed2026-05-12
LSCC
LATTICE SEMICONDUCTOR CORP
2.63%
Shares1.1M
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-0.28%
Shares809.0K
Event2026-03-31
Filed2026-05-12
MSI
MOTOROLA SOLUTIONS INC
-2.93%
Shares227.8K
Event2026-03-31
Filed2026-05-12
EME
EMCOR GROUP INC
0.10%
Shares129.5K
Event2026-03-31
Filed2026-05-12
MDGL
MADRIGAL PHARMACEUTICALS INC
2.69%
Shares174.0K
Event2026-03-31
Filed2026-05-12
SPY
STATE STR SPDR S&P 500 ETF T
-2.16%
Shares139.8K
Event2026-03-31
Filed2026-05-12
SF
STIFEL FINL CORP
52.27%
Shares1.2M
Event2026-03-31
Filed2026-05-12
CL
COLGATE PALMOLIVE CO
0.39%
Shares1.0M
Event2026-03-31
Filed2026-05-12
KLAC
KLA CORP
201.13%
Shares58.4K
Event2026-03-31
Filed2026-05-12
NBIX
NEUROCRINE BIOSCIENCES INC
2.17%
Shares651.3K
Event2026-03-31
Filed2026-05-12
EQT CORP
EQT CORP
0.01%
Shares1.3M
Event2026-03-31
Filed2026-05-12
IDYA
IDEAYA BIOSCIENCES INC
3.69%
Shares2.5M
Event2026-03-31
Filed2026-05-12
SUNBELT RENTALS HOLDINGS INC
SUNBELT RENTALS HOLDINGS INC
New
Shares1.2M
Event2026-03-31
Filed2026-05-12
HUBBELL INC
HUBBELL INC
0.00%
Shares159.9K
Event2026-03-31
Filed2026-05-12
LECO
LINCOLN ELEC HLDGS INC
2.04%
Shares310.3K
Event2026-03-31
Filed2026-05-12
WTFC
WINTRUST FINL CORP
2.46%
Shares548.1K
Event2026-03-31
Filed2026-05-12
COST
COSTCO WHOLESALE CORPORATION
0.24%
Shares75.8K
Event2026-03-31
Filed2026-05-12
APH
AMPHENOL CORP
-36.51%
Shares592.2K
Event2026-03-31
Filed2026-05-12
SHOP
SHOPIFY INC
4250.40%
Shares609.0K
Event2026-03-31
Filed2026-05-12
WPM
WHEATON PRECIOUS METALS CORP
-18.17%
Shares549.6K
Event2026-03-31
Filed2026-05-12
HDB
HDFC BANK LTD
-66.13%
Shares2.9M
Event2026-03-31
Filed2026-05-12
FNV
FRANCO NEV CORP
-19.45%
Shares289.8K
Event2026-03-31
Filed2026-05-12
MOD
MODINE MFG CO
1.32%
Shares327.2K
Event2026-03-31
Filed2026-05-12
CHWY
CHEWY INC
28.38%
Shares2.6M
Event2026-03-31
Filed2026-05-12
DG
DOLLAR GEN CORP
-9.51%
Shares586.1K
Event2026-03-31
Filed2026-05-12
MUSA
MURPHY USA INC
5.03%
Shares139.5K
Event2026-03-31
Filed2026-05-12
EXPE
EXPEDIA GROUP INC
-23.03%
Shares296.9K
Event2026-03-31
Filed2026-05-12
MLI
MUELLER INDS INC
2.03%
Shares609.1K
Event2026-03-31
Filed2026-05-12
NDSN
NORDSON CORP
-0.03%
Shares247.8K
Event2026-03-31
Filed2026-05-12
AIT
APPLIED INDL TECHNOLOGIES IN
3.31%
Shares247.6K
Event2026-03-31
Filed2026-05-12
META
META PLATFORMS INC
-18.69%
Shares110.3K
Event2026-03-31
Filed2026-05-12
NKE
NIKE INC
-1.92%
Shares1.2M
Event2026-03-31
Filed2026-05-12
CAE
CAE INC
136.15%
Shares2.3M
Event2026-03-31
Filed2026-05-12
DSGX
DESCARTES SYS GROUP INC
-38.95%
Shares837.2K
Event2026-03-31
Filed2026-05-12
SNPS
SYNOPSYS INC
-23.41%
Shares150.6K
Event2026-03-31
Filed2026-05-12
FDS
FACTSET RESH SYS INC
-1.84%
Shares266.5K
Event2026-03-31
Filed2026-05-12
BLDR
BUILDERS FIRSTSOURCE INC
5.05%
Shares686.9K
Event2026-03-31
Filed2026-05-12
EWBC
EAST WEST BANCORP INC
2.51%
Shares528.3K
Event2026-03-31
Filed2026-05-12
TXN
TEXAS INSTRS INC
29.43%
Shares288.8K
Event2026-03-31
Filed2026-05-12
HEI.A
HEICO CORP NEW
-26.83%
Shares263.0K
Event2026-03-31
Filed2026-05-12
ABBV
ABBVIE INC
-1.88%
Shares246.1K
Event2026-03-31
Filed2026-05-12
AXP
AMERICAN EXPRESS CO
6.37%
Shares176.0K
Event2026-03-31
Filed2026-05-12
HLI
HOULIHAN LOKEY INC
2.56%
Shares361.6K
Event2026-03-31
Filed2026-05-12
BLD
TOPBUILD COR
-11.96%
Shares147.4K
Event2026-03-31
Filed2026-05-12
PCOR
PROCORE TECHNOLOGIES INC
3.30%
Shares900.9K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
BROADCOM INC
1532.39%
Shares164.3K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC
CITIGROUP INC
-9.18%
Shares447.6K
Event2026-03-31
Filed2026-05-12
HUBS
HUBSPOT INC
4.16%
Shares207.3K
Event2026-03-31
Filed2026-05-12
DLB
DOLBY LABORATORIES INC
2.73%
Shares834.2K
Event2026-03-31
Filed2026-05-12
MTSI
MACOM TECH SOLUTIONS HLDGS I
-40.58%
Shares224.7K
Event2026-03-31
Filed2026-05-12
TYL
TYLER TECHNOLOGIES INC
-0.04%
Shares143.3K
Event2026-03-31
Filed2026-05-12
EFA
ISHARES TR
-1.99%
Shares505.1K
Event2026-03-31
Filed2026-05-12
PEGA
PEGASYSTEMS INC
3.01%
Shares1.1M
Event2026-03-31
Filed2026-05-12
LII
LENNOX INTL INC
1.64%
Shares104.5K
Event2026-03-31
Filed2026-05-12
TW
TRADEWEB MKTS INC
-42.77%
Shares407.7K
Event2026-03-31
Filed2026-05-12
NTR
NUTRIEN LTD
-3.69%
Shares630.4K
Event2026-03-31
Filed2026-05-12
ORLY
OREILLY AUTOMOTIVE INC
51.00%
Shares512.2K
Event2026-03-31
Filed2026-05-12
KVYO
KLAVIYO INC
2.90%
Shares2.4M
Event2026-03-31
Filed2026-05-12
H
HYATT HOTELS CORP
0.04%
Shares324.5K
Event2026-03-31
Filed2026-05-12
ROL
ROLLINS INC
-34.21%
Shares868.4K
Event2026-03-31
Filed2026-05-12
BKNG
BOOKING HOLDINGS INC
3327.83%
Shares274.8K
Event2026-03-31
Filed2026-05-12
DORM
DORMAN PRODS INC
2.68%
Shares442.9K
Event2026-03-31
Filed2026-05-12
TD
TORONTO DOMINION BK ONT
280.09%
Shares487.4K
Event2026-03-31
Filed2026-05-12
IMO
IMPERIAL OIL LTD
-17.42%
Shares345.8K
Event2026-03-31
Filed2026-05-12
RACE
FERRARI N V
New
Shares132.9K
Event2026-03-31
Filed2026-05-12
MDB
MONGODB INC
0.03%
Shares183.1K
Event2026-03-31
Filed2026-05-12
FTS
FORTIS INC
-4.49%
Shares800.6K
Event2026-03-31
Filed2026-05-12
CFR
CULLEN FROST BANKERS INC
4.65%
Shares320.7K
Event2026-03-31
Filed2026-05-12
MOH
MOLINA HEALTHCARE INC
4.79%
Shares329.8K
Event2026-03-31
Filed2026-05-12
BOOT
BOOT BARN HLDGS INC
2.52%
Shares294.9K
Event2026-03-31
Filed2026-05-12
ETSY
ETSY INC
2.61%
Shares862.2K
Event2026-03-31
Filed2026-05-12
ISRG
INTUITIVE SURGICAL INC
-25.78%
Shares92.8K
Event2026-03-31
Filed2026-05-12
PATK
PATRICK INDS INC
2.69%
Shares376.6K
Event2026-03-31
Filed2026-05-12
LLY
ELI LILLY & CO
9.98%
Shares45.4K
Event2026-03-31
Filed2026-05-12
PBA
PEMBINA PIPELINE CORP
-2.78%
Shares930.7K
Event2026-03-31
Filed2026-05-12
DDOG
DATADOG INC
13.13%
Shares351.7K
Event2026-03-31
Filed2026-05-12
XENE
XENON PHARMACEUTICALS INC
3.42%
Shares709.5K
Event2026-03-31
Filed2026-05-12
IDXX
IDEXX LABS INC
-27.16%
Shares71.2K
Event2026-03-31
Filed2026-05-12
CTAS
CINTAS CORP
New
Shares232.8K
Event2026-03-31
Filed2026-05-12
RBRK
RUBRIK INC.
2.56%
Shares797.8K
Event2026-03-31
Filed2026-05-12
AEM
AGNICO EAGLE MINES LTD
981.58%
Shares189.1K
Event2026-03-31
Filed2026-05-12
UBER
UBER TECHNOLOGIES INC
9.56%
Shares530.4K
Event2026-03-31
Filed2026-05-12
GTLB
GITLAB INC
4.80%
Shares1.8M
Event2026-03-31
Filed2026-05-12
TERN
TERNS PHARMACEUTICALS INC
New
Shares711.3K
Event2026-03-31
Filed2026-05-12
EYE
NATIONAL VISION HLDGS INC
2.12%
Shares1.4M
Event2026-03-31
Filed2026-05-12
TMO
THERMO FISHER SCIENTIFIC INC
-39.12%
Shares75.3K
Event2026-03-31
Filed2026-05-12
LRN
STRIDE INC
42.37%
Shares418.8K
Event2026-03-31
Filed2026-05-12
AM
ANTERO MIDSTREAM CORP
New
Shares1.6M
Event2026-03-31
Filed2026-05-12
TOST
TOAST INC
0.10%
Shares1.4M
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
LAM RESEARCH CORP
-45.95%
Shares165.2K
Event2026-03-31
Filed2026-05-12
BFAM
BRIGHT HORIZONS FAM SOL IN D
4.76%
Shares424.8K
Event2026-03-31
Filed2026-05-12
APPF
APPFOLIO INC
3.38%
Shares220.4K
Event2026-03-31
Filed2026-05-12
FCX
FREEPORT MCMORAN INC
-14.20%
Shares585.0K
Event2026-03-31
Filed2026-05-12
PIPER SANDLER COMPANIES
PIPER SANDLER COMPANIES
New
Shares446.2K
Event2026-03-31
Filed2026-05-12
EPAM
EPAM SYS INC
4.36%
Shares251.6K
Event2026-03-31
Filed2026-05-12
INTU
INTUIT
New
Shares76.1K
Event2026-03-31
Filed2026-05-12
ADSK
AUTODESK INC
121.69%
Shares136.8K
Event2026-03-31
Filed2026-05-12
CDNS
CADENCE DESIGN SYSTEM INC
8.02%
Shares117.3K
Event2026-03-31
Filed2026-05-12
IMCR
IMMUNOCORE HLDGS PLC
3.38%
Shares1.1M
Event2026-03-31
Filed2026-05-12
PLNT
PLANET FITNESS MASTER ISSUER
1.93%
Shares435.8K
Event2026-03-31
Filed2026-05-12
DOCU
DOCUSIGN INC
0.86%
Shares679.5K
Event2026-03-31
Filed2026-05-12
ONON
ON HLDG AG
1.89%
Shares938.2K
Event2026-03-31
Filed2026-05-12
BSX
BOSTON SCIENTIFIC CORP
54.42%
Shares496.4K
Event2026-03-31
Filed2026-05-12
MCD
MCDONALDS CORP
-9.05%
Shares98.0K
Event2026-03-31
Filed2026-05-12
BK
BANK NEW YORK MELLON CORP
8.20%
Shares256.2K
Event2026-03-31
Filed2026-05-12
AMAT
APPLIED MATLS INC
-14.92%
Shares88.3K
Event2026-03-31
Filed2026-05-12
AVNT
AVIENT CORPORATION
5.00%
Shares821.0K
Event2026-03-31
Filed2026-05-12
IJH
ISHARES TR
-21.77%
Shares438.6K
Event2026-03-31
Filed2026-05-12
GWRE
GUIDEWIRE SOFTWARE INC
-25.64%
Shares192.3K
Event2026-03-31
Filed2026-05-12
VEA
VANGUARD TAX-MANAGED FDS
-8.86%
Shares448.6K
Event2026-03-31
Filed2026-05-12
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
0.84%
Shares490.4K
Event2026-03-31
Filed2026-05-12
LGND
LIGAND PHARMACEUTICALS INC
3.11%
Shares135.3K
Event2026-03-31
Filed2026-05-12
NET
CLOUDFLARE INC
5.15%
Shares129.8K
Event2026-03-31
Filed2026-05-12
TVTX
TRAVERE THERAPEUTICS INC
3.07%
Shares900.9K
Event2026-03-31
Filed2026-05-12
NOW
SERVICENOW INC
-51.35%
Shares255.3K
Event2026-03-31
Filed2026-05-12
PH
PARKER-HANNIFIN CORP
4.59%
Shares29.6K
Event2026-03-31
Filed2026-05-12
SMTC
SEMTECH CORP
3.20%
Shares340.5K
Event2026-03-31
Filed2026-05-12
GILD
GILEAD SCIENCES INC
New
Shares187.4K
Event2026-03-31
Filed2026-05-12
ALNY
ALNYLAM PHARMACEUTICALS INC
11.46%
Shares78.8K
Event2026-03-31
Filed2026-05-12
EQH
EQUITABLE HLDGS INC
1.51%
Shares694.0K
Event2026-03-31
Filed2026-05-12
DYN
DYNE THERAPEUTICS INC
New
Shares1.4M
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares123.8K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
MERCK & CO INC
New
Shares202.6K
Event2026-03-31
Filed2026-05-12
PRCT
PROCEPT BIOROBOTICS CORP
249.95%
Shares967.6K
Event2026-03-31
Filed2026-05-12
BBIO
BRIDGEBIO PHARMA INC
New
Shares322.7K
Event2026-03-31
Filed2026-05-12
SNOW
SNOWFLAKE INC
5.86%
Shares157.6K
Event2026-03-31
Filed2026-05-12
BWIN
THE BALDWIN INSURANCE GRP IN
5.30%
Shares1.0M
Event2026-03-31
Filed2026-05-12
A
AGILENT TECHNOLOGIES INC
11.06%
Shares197.6K
Event2026-03-31
Filed2026-05-12
UBS
UBS GROUP AG
-0.11%
Shares571.9K
Event2026-03-31
Filed2026-05-12
IJR
ISHARES TR
-27.65%
Shares177.9K
Event2026-03-31
Filed2026-05-12
CM
CANADIAN IMPERIAL BANK OF CO
474.33%
Shares229.8K
Event2026-03-31
Filed2026-05-12
COGT
COGENT BIOSCIENCES INC
New
Shares558.3K
Event2026-03-31
Filed2026-05-12
CRNX
CRINETICS PHARMACEUTICALS IN
1.94%
Shares589.7K
Event2026-03-31
Filed2026-05-12
NVS
NOVARTIS AG
11.86%
Shares139.1K
Event2026-03-31
Filed2026-05-12
ENB
ENBRIDGE INC
154.21%
Shares389.1K
Event2026-03-31
Filed2026-05-12
PI
IMPINJ INC
New
Shares203.1K
Event2026-03-31
Filed2026-05-12
VZ
VERIZON COMMUNICATIONS INC
New
Shares394.0K
Event2026-03-31
Filed2026-05-12
FTDR
FRONTDOOR INC
-60.72%
Shares373.4K
Event2026-03-31
Filed2026-05-12
NU
NU HLDGS LTD
13.81%
Shares1.4M
Event2026-03-31
Filed2026-05-12
CSGP
COSTAR GROUP INC
37.27%
Shares481.7K
Event2026-03-31
Filed2026-05-12
FSV
FIRSTSERVICE CORP NEW
-33.19%
Shares139.2K
Event2026-03-31
Filed2026-05-12
RCL
ROYAL CARIBBEAN GROUP
7.34%
Shares69.8K
Event2026-03-31
Filed2026-05-12
SLB
SLB LIMITED
5642.64%
Shares363.2K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE
GE AEROSPACE
5407.76%
Shares63.2K
Event2026-03-31
Filed2026-05-12
CBT
CABOT CORP
5.72%
Shares225.5K
Event2026-03-31
Filed2026-05-12
AEIS
ADVANCED ENERGY INDS
-5.98%
Shares51.1K
Event2026-03-31
Filed2026-05-12
WWD
WOODWARD INC
New
Shares46.1K
Event2026-03-31
Filed2026-05-12
BROOKFIELD ASSET MANAGMT LTD
BROOKFIELD ASSET MANAGMT LTD
12.49%
Shares371.4K
Event2026-03-31
Filed2026-05-12
SYK
STRYKER CORPORATION
7.28%
Shares49.6K
Event2026-03-31
Filed2026-05-12
ZTS
ZOETIS INC
-63.66%
Shares136.5K
Event2026-03-31
Filed2026-05-12
KSPI
KASPI KZ JSC
-35.16%
Shares217.3K
Event2026-03-31
Filed2026-05-12
LNG
CHENIERE ENERGY INC
-4.48%
Shares51.9K
Event2026-03-31
Filed2026-05-12
PANW
PALO ALTO NETWORKS INC
5.96%
Shares91.6K
Event2026-03-31
Filed2026-05-12
TRP
TC ENERGY CORP
66.47%
Shares229.9K
Event2026-03-31
Filed2026-05-12
IVV
ISHARES TR
-5.25%
Shares21.3K
Event2026-03-31
Filed2026-05-12
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
7.04%
Shares68.9K
Event2026-03-31
Filed2026-05-12
UPWK
UPWORK INC
-10.70%
Shares1.2M
Event2026-03-31
Filed2026-05-12
QURE
UNIQURE NV
6.30%
Shares816.9K
Event2026-03-31
Filed2026-05-12
SPOT
SPOTIFY TECHNOLOGY S A
15.36%
Shares27.2K
Event2026-03-31
Filed2026-05-12
BN
BROOKFIELD CORP
564.65%
Shares322.3K
Event2026-03-31
Filed2026-05-12
DASH
DOORDASH INC
5.64%
Shares82.2K
Event2026-03-31
Filed2026-05-12
CENCORA INC
CENCORA INC
0.01%
Shares38.1K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
-20.30%
Shares40.6K
Event2026-03-31
Filed2026-05-12
EOG
EOG RES INC
-1.24%
Shares78.1K
Event2026-03-31
Filed2026-05-12
ICE
INTERCONTINENTAL EXCHANGE IN
-1.83%
Shares69.5K
Event2026-03-31
Filed2026-05-12
PAYO
PAYONEER GLOBAL INC
5.16%
Shares2.2M
Event2026-03-31
Filed2026-05-12
ITT INC
ITT INC
27.69%
Shares55.6K
Event2026-03-31
Filed2026-05-12
ONC
BEONE MEDICINES LTD
12.98%
Shares33.8K
Event2026-03-31
Filed2026-05-12
HD
HOME DEPOT INC
-1.28%
Shares30.1K
Event2026-03-31
Filed2026-05-12
GGAL
GRUPO FINANCIERO GALICIA S.A
27.59%
Shares193.9K
Event2026-03-31
Filed2026-05-12
AMP
AMERIPRISE FINL INC
15.80%
Shares20.3K
Event2026-03-31
Filed2026-05-12
PG
PROCTER & GAMBLE CO
-0.53%
Shares59.6K
Event2026-03-31
Filed2026-05-12
MMM
3M CO
-1.80%
Shares58.7K
Event2026-03-31
Filed2026-05-12
MTRN
MATERION CORP
28.20%
Shares58.6K
Event2026-03-31
Filed2026-05-12
ZWS
ZURN ELKAY WATER SOLNS CORP
28.25%
Shares182.5K
Event2026-03-31
Filed2026-05-12
TSCO
TRACTOR SUPPLY CO
-1.81%
Shares179.2K
Event2026-03-31
Filed2026-05-12
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
7.90%
Shares34.2K
Event2026-03-31
Filed2026-05-12
XLK
SELECT SECTOR SPDR TR
-32.25%
Shares58.9K
Event2026-03-31
Filed2026-05-12
DB
DEUTSCHE BK AG
9.01%
Shares257.6K
Event2026-03-31
Filed2026-05-12
GRMN
GARMIN LTD
5.05%
Shares31.0K
Event2026-03-31
Filed2026-05-12
GRUPO AEROMEXICO SAB DE CV
GRUPO AEROMEXICO SAB DE CV
20.47%
Shares489.9K
Event2026-03-31
Filed2026-05-12
BIOHAVEN LTD
BIOHAVEN LTD
6.85%
Shares774.2K
Event2026-03-31
Filed2026-05-12
IESC
IES HOLDINGS INC
28.02%
Shares13.5K
Event2026-03-31
Filed2026-05-12
KRYS
KRYSTAL BIOTECH INC
28.05%
Shares24.1K
Event2026-03-31
Filed2026-05-12
NXPI
NXP SEMICONDUCTORS N V
5.97%
Shares31.2K
Event2026-03-31
Filed2026-05-12
BCPC
BALCHEM CORP
39.52%
Shares35.6K
Event2026-03-31
Filed2026-05-12
AR
ANTERO RESOURCES CORP
New
Shares131.7K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-2.91%
Shares11.1K
Event2026-03-31
Filed2026-05-12
BA
BOEING CO
-4.61%
Shares24.7K
Event2026-03-31
Filed2026-05-12
MGRC
MCGRATH RENTCORP
39.33%
Shares40.7K
Event2026-03-31
Filed2026-05-12
EEM
ISHARES TR
-0.19%
Shares76.2K
Event2026-03-31
Filed2026-05-12
MHD
BLACKROCK MUNIHOLDINGS FD IN
-20.40%
Shares323.0K
Event2026-03-31
Filed2026-05-12
GDS
GDS HLDGS LTD
25.68%
Shares89.3K
Event2026-03-31
Filed2026-05-12
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares5
Event2026-03-31
Filed2026-05-12
VWO
VANGUARD INTL EQUITY INDEX F
39.25%
Shares63.9K
Event2026-03-31
Filed2026-05-12
BNS
BANK NOVA SCOTIA B C
5.50%
Shares45.1K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-2.82%
Shares15.0K
Event2026-03-31
Filed2026-05-12
HYG
ISHARES TR
0.03%
Shares36.6K
Event2026-03-31
Filed2026-05-12
MYN
BLACKROCK MUNIYIELD N Y QUAL
1.86%
Shares293.6K
Event2026-03-31
Filed2026-05-12
IWB
ISHARES TR
0.00%
Shares7.5K
Event2026-03-31
Filed2026-05-12
SABA
SABA CAPITAL INCOME & OPPORT
-4.64%
Shares320.1K
Event2026-03-31
Filed2026-05-12
DMXF
ISHARES TR
13.19%
Shares34.3K
Event2026-03-31
Filed2026-05-12
BKLN
INVESCO EXCH TRADED FD TR II
0.00%
Shares125.0K
Event2026-03-31
Filed2026-05-12
NAD
NUVEEN QUALITY MUNCP INCOME
New
Shares221.6K
Event2026-03-31
Filed2026-05-12
PML
PIMCO MUN INCOME FD II
-45.56%
Shares334.7K
Event2026-03-31
Filed2026-05-12
FFC
FLAHERTY & CRUMRIN PFD & INM
-4.94%
Shares162.2K
Event2026-03-31
Filed2026-05-12
MUC
BLACKROCK MUNIHLDNGS CALI
-45.21%
Shares241.1K
Event2026-03-31
Filed2026-05-12
MQY
BLACKROCK MUNIYILD QULT FD I
-45.17%
Shares227.4K
Event2026-03-31
Filed2026-05-12
MYI
BLACKROCK MUNIYIELD QUALITY
-44.54%
Shares237.3K
Event2026-03-31
Filed2026-05-12
JPC
NUVEEN PFD & INCOME OPPORTUN
-4.90%
Shares329.9K
Event2026-03-31
Filed2026-05-12
EDD
MORGAN STANLEY EMERGING MKTS
-5.05%
Shares488.0K
Event2026-03-31
Filed2026-05-12
IEFA
ISHARES TR
0.00%
Shares25.7K
Event2026-03-31
Filed2026-05-12
IWO
ISHARES TR
-88.19%
Shares7.3K
Event2026-03-31
Filed2026-05-12
NEA
NUVEEN AMT FREE QLTY MUN INC
New
Shares198.4K
Event2026-03-31
Filed2026-05-12
ORCL
ORACLE CORP
-99.42%
Shares15.0K
Event2026-03-31
Filed2026-05-12
DHR
DANAHER CORP DEL
-23.30%
Shares10.7K
Event2026-03-31
Filed2026-05-12
NVG
NUVEEN AMT FREE MUN CR INC F
New
Shares162.2K
Event2026-03-31
Filed2026-05-12
GBAB
GUGGENHEIM TAXABLE MUNICP BO
-4.48%
Shares134.4K
Event2026-03-31
Filed2026-05-12
DFP
FLAHERTY & CRUMRINE DYNAMIC
-4.50%
Shares97.0K
Event2026-03-31
Filed2026-05-12
WEA
WESTERN ASSET PREMIER BD FD
-4.55%
Shares183.7K
Event2026-03-31
Filed2026-05-12
PSF
COHEN & STEERS SELECT PFD &
-4.59%
Shares99.9K
Event2026-03-31
Filed2026-05-12
GFL
GFL ENVIRONMENTAL INC
45.49%
Shares46.2K
Event2026-03-31
Filed2026-05-12
PFD
FLAHERTY & CRUMRINE PFD INCO
-4.68%
Shares171.4K
Event2026-03-31
Filed2026-05-12
AWF
ALLIANCEBERNSTEIN GLOBAL HIG
-4.49%
Shares188.0K
Event2026-03-31
Filed2026-05-12
BARRICK MNG CORP
BARRICK MNG CORP
489.55%
Shares45.3K
Event2026-03-31
Filed2026-05-12
BLW
BLACKROCK LTD DURATION INCOM
-4.57%
Shares146.4K
Event2026-03-31
Filed2026-05-12
IWR
ISHARES TR
-55.71%
Shares17.8K
Event2026-03-31
Filed2026-05-12
FAST
FASTENAL CO
New
Shares36.9K
Event2026-03-31
Filed2026-05-12
DSM
BNY MELLON STRATEGIC MUN BD
New
Shares268.6K
Event2026-03-31
Filed2026-05-12
MMU
WESTERN ASSET MANAGED MUNS F
-65.48%
Shares156.3K
Event2026-03-31
Filed2026-05-12
EIM
EATON VANCE MUN BD FD
-44.47%
Shares163.3K
Event2026-03-31
Filed2026-05-12
VMO
INVESCO MUN OPPORTUNIT TR
New
Shares167.2K
Event2026-03-31
Filed2026-05-12
NBH
NEUBERGER MUN FD INC
-45.68%
Shares156.3K
Event2026-03-31
Filed2026-05-12
AFB
ALLIANCEBERNSTEIN NATL MUN I
-44.83%
Shares148.0K
Event2026-03-31
Filed2026-05-12
VKQ
INVESCO MUNICIPAL TRUST
New
Shares166.0K
Event2026-03-31
Filed2026-05-12
HPS
HANCOCK JOHN PFD INCOME FD I
-4.20%
Shares110.7K
Event2026-03-31
Filed2026-05-12
TENB
TENABLE HLDGS INC
40.15%
Shares92.9K
Event2026-03-31
Filed2026-05-12
VBF
INVESCO BD FD
-4.27%
Shares103.7K
Event2026-03-31
Filed2026-05-12
PCQ
PIMCO CALIF MUN INCOME FD
-46.28%
Shares181.2K
Event2026-03-31
Filed2026-05-12
HPI
HANCOCK JOHN PFD INCOME FD
-4.21%
Shares99.0K
Event2026-03-31
Filed2026-05-12
PAI
WESTERN ASSET INVESTMENT GRA
-4.25%
Shares127.6K
Event2026-03-31
Filed2026-05-12
JQC
NUVEEN CR STRATEGIES INCOME
-4.09%
Shares316.6K
Event2026-03-31
Filed2026-05-12
VO
VANGUARD INDEX FDS
-43.85%
Shares5.1K
Event2026-03-31
Filed2026-05-12
JPM
JPMORGAN CHASE & CO
-12.97%
Shares4.8K
Event2026-03-31
Filed2026-05-12
CAT
CATERPILLAR INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-12
CCJ
CAMECO CORP
262.59%
Shares11.8K
Event2026-03-31
Filed2026-05-12
XLE
SELECT SECTOR SPDR TR
0.00%
Shares20.7K
Event2026-03-31
Filed2026-05-12
VOOV
VANGUARD ADMIRAL FDS INC
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-12
RL
RALPH LAUREN CORP
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-12
EMA
EMERA INC
-28.73%
Shares23.2K
Event2026-03-31
Filed2026-05-12
EVG
EATON VANCE SHORT DURATION D
-3.37%
Shares112.4K
Event2026-03-31
Filed2026-05-12
JLS
NUVEEN MORTGAGE AND INCOME F
-3.45%
Shares65.4K
Event2026-03-31
Filed2026-05-12
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-12
RWL
INVESCO EXCH TRADED FD TR II
0.00%
Shares10.2K
Event2026-03-31
Filed2026-05-12
DHF
BNY MELLON HIGH YIELD STRATE
-3.43%
Shares477.6K
Event2026-03-31
Filed2026-05-12
ASML
ASML HLDG NV
11.55%
Shares869
Event2026-03-31
Filed2026-05-12
PFO
FLAHERTY & CRUMRINE PFD INCO
-3.54%
Shares125.3K
Event2026-03-31
Filed2026-05-12
FLC
FLAHERTY & CRUMRINE TOTAL RE
-3.57%
Shares67.9K
Event2026-03-31
Filed2026-05-12
MSD
MORGAN STANLEY EMKT DBT FD I
-3.53%
Shares160.3K
Event2026-03-31
Filed2026-05-12
DHY
CREDIT SUISSE HIGH YIELD CRE
-3.44%
Shares590.9K
Event2026-03-31
Filed2026-05-12
JHS
HANCOCK JOHN INCOME SECS TR
-3.53%
Shares102.1K
Event2026-03-31
Filed2026-05-12
LDP
COHEN & STEERS LTD DURATION
-3.51%
Shares55.8K
Event2026-03-31
Filed2026-05-12
VGI
VIRTUS GLOBAL MULTI-SECTOR I
-3.54%
Shares150.7K
Event2026-03-31
Filed2026-05-12
ULTA
ULTA BEAUTY INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-12
VB
VANGUARD INDEX FDS
-15.88%
Shares4.2K
Event2026-03-31
Filed2026-05-12
GDO
WSTRN AST GLBL CORP OPP FD I
-3.52%
Shares101.0K
Event2026-03-31
Filed2026-05-12
EAD
ALLSPRING INCOME OPPORTUNIT
-3.59%
Shares166.6K
Event2026-03-31
Filed2026-05-12
MCHP
MICROCHIP TECHNOLOGY INC.
11.26%
Shares16.7K
Event2026-03-31
Filed2026-05-12
VLT
INVESCO HIGH INCOME TR II
-3.52%
Shares106.7K
Event2026-03-31
Filed2026-05-12
ISD
PGIM HIGH YIELD BOND FUND IN
-3.58%
Shares81.6K
Event2026-03-31
Filed2026-05-12
LEO
BNY MELLON STRATEGIC MUNS IN
New
Shares170.2K
Event2026-03-31
Filed2026-05-12
CELESTICA INC
CELESTICA INC
New
Shares3.7K
Event2026-03-31
Filed2026-05-12
CIK
CREDIT SUISSE ASSET MGMT
-3.55%
Shares399.2K
Event2026-03-31
Filed2026-05-12
KTF
DWS MUN INCOME TR
New
Shares111.9K
Event2026-03-31
Filed2026-05-12
PMO
PUTNAM MUN OPPORTUNITIES TR
-65.21%
Shares98.6K
Event2026-03-31
Filed2026-05-12
EOT
EATON VANCE NATL MUN OPPORT
-46.36%
Shares58.9K
Event2026-03-31
Filed2026-05-12
BTT
BLACKROCK MUN TARGET TERM TR
New
Shares44.3K
Event2026-03-31
Filed2026-05-12
MPA
BLACKROCK MUNIYIELD PA QUALI
-44.47%
Shares89.8K
Event2026-03-31
Filed2026-05-12
HSBC
HSBC HLDGS PLC
9.21%
Shares12.0K
Event2026-03-31
Filed2026-05-12
MIY
BLACKROCK MUNIYIELD MICH QU
-66.85%
Shares83.3K
Event2026-03-31
Filed2026-05-12
NNY
NUVEEN N Y MUN VALUE FD
-43.73%
Shares115.1K
Event2026-03-31
Filed2026-05-12
SHEL
SHELL PLC
10.20%
Shares10.0K
Event2026-03-31
Filed2026-05-12
VT
VANGUARD INTL EQUITY INDEX F
6.61%
Shares6.5K
Event2026-03-31
Filed2026-05-12
CVX
CHEVRON CORPORATION
2.42%
Shares4.3K
Event2026-03-31
Filed2026-05-12
VGM
INVESCO TR INVT GRADE MUNS
New
Shares89.2K
Event2026-03-31
Filed2026-05-12
XOM
EXXON MOBIL CORP
1.20%
Shares5.1K
Event2026-03-31
Filed2026-05-12
HON
HONEYWELL INTL INC
-1.44%
Shares3.8K
Event2026-03-31
Filed2026-05-12
EVN
EATON VANCE MUN INCOME TR
New
Shares80.9K
Event2026-03-31
Filed2026-05-12
RELX
RELX PLC
76.13%
Shares25.2K
Event2026-03-31
Filed2026-05-12
LMT
LOCKHEED MARTIN CORP
-0.29%
Shares1.4K
Event2026-03-31
Filed2026-05-12
TT
TRANE TECHNOLOGIES PLC
-1.40%
Shares1.9K
Event2026-03-31
Filed2026-05-12
NBP
NOVABRIDGE BIOSCIENCES
New
Shares315.7K
Event2026-03-31
Filed2026-05-12
AGG
ISHARES TR
-20.91%
Shares7.7K
Event2026-03-31
Filed2026-05-12
SAP
SAP SE
85.21%
Shares4.4K
Event2026-03-31
Filed2026-05-12
TM
TOYOTA MOTOR CORP
12.78%
Shares3.7K
Event2026-03-31
Filed2026-05-12
MUFG
MITSUBISHI UFJ FINANCIAL GRO
13.53%
Shares42.4K
Event2026-03-31
Filed2026-05-12
IHG
INTERCONTINENTAL HOTELS GROU
11.19%
Shares5.3K
Event2026-03-31
Filed2026-05-12
PFF
ISHARES TR
-77.95%
Shares22.4K
Event2026-03-31
Filed2026-05-12
PM
PHILIP MORRIS INTL INC
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-12
SONY
SONY GROUP CORP
3.58%
Shares31.1K
Event2026-03-31
Filed2026-05-12
BAC
BANK AMERICA CORP
-1.23%
Shares13.2K
Event2026-03-31
Filed2026-05-12
BSV
VANGUARD BD INDEX FDS
-21.00%
Shares8.1K
Event2026-03-31
Filed2026-05-12
IBM
INTERNATIONAL BUSINESS MACHS
-13.45%
Shares2.6K
Event2026-03-31
Filed2026-05-12
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
-86.78%
Shares52.2K
Event2026-03-31
Filed2026-05-12
SBUX
STARBUCKS CORP
-0.43%
Shares6.5K
Event2026-03-31
Filed2026-05-12
NMM
NAVIOS MARITIME PARTNERS LP
New
Shares8.3K
Event2026-03-31
Filed2026-05-12
IWM
ISHARES TR
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-12
WMT
WALMART INC
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-12
MHF
WESTERN ASSET MUN HIGH INCOM
New
Shares73.2K
Event2026-03-31
Filed2026-05-12
NUW
NUVEEN AMT-FREE MUN VALUE FD
New
Shares35.3K
Event2026-03-31
Filed2026-05-12
NCA
NUVEEN CALIFORNIA MUNI VLU F
New
Shares53.8K
Event2026-03-31
Filed2026-05-12
VTC
VANGUARD SCOTTSDALE FDS
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-12
DMB
BNY MELLON MUN BD INFRASTRUC
New
Shares42.8K
Event2026-03-31
Filed2026-05-12
BLACKROCK INC
BLACKROCK INC
0.00%
Shares458
Event2026-03-31
Filed2026-05-12
CCIR
KYIVSTAR GROUP LTD
New
Shares43.2K
Event2026-03-31
Filed2026-05-12
RWK
INVESCO EXCH TRADED FD TR II
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-12
ECL
ECOLAB INC
-56.27%
Shares1.6K
Event2026-03-31
Filed2026-05-12
WFC
WELLS FARGO & CO
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-12
MFC
MANULIFE FINL CORP
-8.85%
Shares12.0K
Event2026-03-31
Filed2026-05-12
BND
VANGUARD BD INDEX FDS
3.21%
Shares5.6K
Event2026-03-31
Filed2026-05-12
RWJ
INVESCO EXCH TRADED FD TR II
0.00%
Shares7.9K
Event2026-03-31
Filed2026-05-12
RING
ISHARES INC
0.00%
Shares4.9K
Event2026-03-31
Filed2026-05-12
MRCC
MONROE CAP CORP
0.00%
Shares84.0K
Event2026-03-31
Filed2026-05-12
VSS
VANGUARD INTL EQUITY INDEX F
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-12
KO
COCA COLA CO
-1.11%
Shares5.1K
Event2026-03-31
Filed2026-05-12
IWP
ISHARES TR
-31.99%
Shares3.0K
Event2026-03-31
Filed2026-05-12
UNILEVER PLC
UNILEVER PLC
7.40%
Shares6.3K
Event2026-03-31
Filed2026-05-12
IWF
ISHARES TR
-83.72%
Shares830
Event2026-03-31
Filed2026-05-12
BEP
BROOKFIELD RENEWABLE ENERGY
-36.75%
Shares10.7K
Event2026-03-31
Filed2026-05-12
GLD
SPDR GOLD TR
0.00%
Shares800
Event2026-03-31
Filed2026-05-12
CVS
CVS HEALTH CORP
-38.58%
Shares4.8K
Event2026-03-31
Filed2026-05-12
DE
DEERE & CO
0.00%
Shares600
Event2026-03-31
Filed2026-05-12
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
0.00%
Shares849
Event2026-03-31
Filed2026-05-12
TECK
TECK RESOURCES LTD
-1.48%
Shares6.4K
Event2026-03-31
Filed2026-05-12
OWL
BLUE OWL CAPITAL INC
2.13%
Shares35.6K
Event2026-03-31
Filed2026-05-12
ESGV
VANGUARD WORLD FD
0.25%
Shares2.9K
Event2026-03-31
Filed2026-05-12
PNC
PNC FINL SVCS GROUP INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-12
WAT
WATERS CORP
9.46%
Shares1.0K
Event2026-03-31
Filed2026-05-12
VHT
VANGUARD WORLD FD
-18.57%
Shares991
Event2026-03-31
Filed2026-05-12
MO
ALTRIA GROUP INC
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-12
VXF
VANGUARD INDEX FDS
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
VGT
VANGUARD WORLD FD
0.00%
Shares366
Event2026-03-31
Filed2026-05-12
TRV
TRAVELERS COMPANIES INC
0.00%
Shares857
Event2026-03-31
Filed2026-05-12
GEV
GE VERNOVA INC
New
Shares286
Event2026-03-31
Filed2026-05-12
WPC
WP CAREY INC
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-12
BCE
BCE INC
-2.09%
Shares9.5K
Event2026-03-31
Filed2026-05-12
IWS
ISHARES TR
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-12
PGF
INVESCO EXCHANGE TRADED FD T
0.00%
Shares17.3K
Event2026-03-31
Filed2026-05-12
VLO
VALERO ENERGY CORP
New
Shares944
Event2026-03-31
Filed2026-05-12
T
AT&T INC
New
Shares7.8K
Event2026-03-31
Filed2026-05-12
DLN
WISDOMTREE TR
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-12
CSCO
CISCO SYS INC
-71.10%
Shares2.9K
Event2026-03-31
Filed2026-05-12
APD
AIR PRODUCTS AND CHEMICALS I
New
Shares750
Event2026-03-31
Filed2026-05-12
IWD
ISHARES TR
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-12
MS
MORGAN STANLEY
-5.17%
Shares1.3K
Event2026-03-31
Filed2026-05-12
USB
US BANCORP
-4.37%
Shares3.9K
Event2026-03-31
Filed2026-05-12
VSGX
VANGUARD WORLD FD
0.57%
Shares2.8K
Event2026-03-31
Filed2026-05-12
WIW
WESTERN AST INFL LKD OPP & I
-58.29%
Shares11.2K
Event2026-03-31
Filed2026-05-12
BHK
BLACKROCK CORE BD TR
-58.23%
Shares10.2K
Event2026-03-31
Filed2026-05-12
HIO
WESTERN ASSET HIGH INCOME OP
-58.26%
Shares17.9K
Event2026-03-31
Filed2026-05-12

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Fiera Capital Corp Institutional Holdings, Portfolio & P&L β€” TradeFomo