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The Analysis of FIRST NATIONAL BANK OF OMAHA's Holdings & P&L

Currently, FIRST NATIONAL BANK OF OMAHA holds 497 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in DFAI (+557.7K shares, valued at $21.7M), CHWY (+406.3K shares, valued at $10.7M), INVH (+417.4K shares, valued at $10.4M); decreased their positions in N/A (-101.8K shares, valued at $48.5M), BRK.A (-27 shares, valued at $19.3M), LOW (-29.4K shares, valued at $6.9M); initiated new positions in INVH (+417.4K shares, valued at $10.4M), CLF (+765.2K shares, valued at $6.3M), DVN (+89.9K shares, valued at $4.6M).

1M P&L

+608.4K+0.02%

3M P&L

-27.3M-0.81%

HY P&L

+201.7M+6.41%

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/A1.1B

36.7%

2Software - Infrastructure126.2M

4.4%

3Consumer Electronics104.3M

3.6%

Top Industries by Stock Count

1N/A149 stocks

31.6%

2Software - Application14 stocks

3.0%

3Banks - Regional12 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAI DIMENSIONAL ETF TRUST2.5M shares28.18%2026-03-312026-05-11

IVV ISHARES TR151.7K shares2.66%2026-03-312026-05-11

AAPL APPLE INC379.2K shares-1.06%2026-03-312026-05-11

VTI VANGUARD INDEX FDS284.8K shares1.99%2026-03-312026-05-11

MSFT MICROSOFT CORP229.1K shares-0.91%2026-03-312026-05-11

VXUS VANGUARD STAR FDS1.1M shares0.51%2026-03-312026-05-11

AMZN AMAZON COM INC314.1K shares17.97%2026-03-312026-05-11

NVDA NVIDIA CORPORATION361.2K shares3.08%2026-03-312026-05-11

Sponsored

ALPHABET INC ALPHABET INC212.8K shares-2.42%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL118.3K shares-46.26%2026-03-312026-05-11

WMT WALMART INC413.3K shares-3.13%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO171.3K shares-2.04%2026-03-312026-05-11

EFA ISHARES TR517.3K shares1.57%2026-03-312026-05-11

BROADCOM INC BROADCOM INC134.7K shares2.37%2026-03-312026-05-11

CVX CHEVRON CORPORATION176.2K shares-11.92%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS61.0K shares10.37%2026-03-312026-05-11

Sponsored

ALPHABET INC ALPHABET INC127.3K shares0.56%2026-03-312026-05-11

XOM EXXON MOBIL CORP211.6K shares-5.79%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T49.9K shares1.02%2026-03-312026-05-11

VONG VANGUARD SCOTTSDALE FDS290.1K shares8.08%2026-03-312026-05-11

VGSH VANGUARD SCOTTSDALE FDS503.5K shares8.96%2026-03-312026-05-11

NEE NEXTERA ENERGY INC315.6K shares-8.09%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON115.0K shares-5.75%2026-03-312026-05-11

RTX RTX CORPORATION147.3K shares-2.04%2026-03-312026-05-11

Sponsored

META META PLATFORMS INC49.3K shares4.51%2026-03-312026-05-11

PEP PEPSICO INC159.9K shares0.08%2026-03-312026-05-11

GVI ISHARES TR227.5K shares4.68%2026-03-312026-05-11

IWF ISHARES TR57.8K shares-2.28%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR41.9K shares0.08%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION22.2K shares1.45%2026-03-312026-05-11

DIS DISNEY WALT CO205.9K shares-6.18%2026-03-312026-05-11

PG PROCTER & GAMBLE CO130.9K shares-0.31%2026-03-312026-05-11

Sponsored

EATON CORP PLC EATON CORP PLC53.3K shares2.04%2026-03-312026-05-11

CSCO CISCO SYS INC238.7K shares-2.80%2026-03-312026-05-11

LFUS LITTELFUSE INC52.9K shares-13.54%2026-03-312026-05-11

ABT ABBOTT LABORATORIES172.8K shares1.21%2026-03-312026-05-11

EFG ISHARES TR164.5K shares-13.19%2026-03-312026-05-11

VTV VANGUARD INDEX FDS88.5K shares-0.30%2026-03-312026-05-11

IJH ISHARES TR262.2K shares10.70%2026-03-312026-05-11

AMGN AMGEN INC48.1K shares-23.82%2026-03-312026-05-11

Sponsored

SO SOUTHERN CO164.5K shares53.12%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC146.9K shares-10.76%2026-03-312026-05-11

KLAC KLA CORP11.2K shares-22.43%2026-03-312026-05-11

CHWY CHEWY INC590.4K shares220.74%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP129.0K shares-16.17%2026-03-312026-05-11

CRM SALESFORCE INC79.7K shares47.68%2026-03-312026-05-11

UYLD ANGEL OAK FUNDS TRUST287.6K shares11.46%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS69.5K shares0.47%2026-03-312026-05-11

Sponsored

VEU VANGUARD INTL EQUITY INDEX F195.6K shares-3.10%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC14.9K shares-3.79%2026-03-312026-05-11

SUB ISHARES TR133.2K shares6.87%2026-03-312026-05-11

LLY ELI LILLY & CO15.5K shares2.70%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS216.2K shares6.86%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC115.0K shares-3.10%2026-03-312026-05-11

BRK.A BERKSHIRE HATHAWAY INC DEL19 shares-58.70%2026-03-312026-05-11

VONV VANGUARD SCOTTSDALE FDS147.8K shares22.49%2026-03-312026-05-11

Sponsored

PM PHILIP MORRIS INTL INC81.6K shares1.44%2026-03-312026-05-11

COP CONOCOPHILLIPS101.9K shares-1.72%2026-03-312026-05-11

VUG VANGUARD INDEX FDS30.7K shares-0.69%2026-03-312026-05-11

OEF ISHARES TR42.9K shares-2.00%2026-03-312026-05-11

ZBH ZIMMER BIOMET HOLDINGS INC146.3K shares48.54%2026-03-312026-05-11

UNP UNION PAC CORP53.9K shares-1.41%2026-03-312026-05-11

EOG EOG RES INC86.5K shares-7.43%2026-03-312026-05-11

MDLZ MONDELEZ INTL INC214.7K shares80.34%2026-03-312026-05-11

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND62.0K shares11.28%2026-03-312026-05-11

V VISA INC40.6K shares-1.70%2026-03-312026-05-11

IWD ISHARES TR57.5K shares-4.13%2026-03-312026-05-11

DGX QUEST DIAGNOSTICS INC60.7K shares0.82%2026-03-312026-05-11

IEFA ISHARES TR132.8K shares15.29%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC24.1K shares-10.85%2026-03-312026-05-11

SHEL SHELL PLC125.1K shares-20.80%2026-03-312026-05-11

IEF ISHARES TR116.7K shares7.00%2026-03-312026-05-11

Sponsored

SCHW SCHWAB CHARLES CORP118.2K shares-13.74%2026-03-312026-05-11

PB PROSPERITY BANCSHARES INC165.6K shares81.17%2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 4018.2K shares1.23%2026-03-312026-05-11

LINDE PLC LINDE PLC21.7K shares0.77%2026-03-312026-05-11

THE CIGNA GROUP THE CIGNA GROUP41.3K shares56.41%2026-03-312026-05-11

PTC PTC INC74.9K shares3.52%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC53.0K shares-0.14%2026-03-312026-05-11

MKL MARKEL GROUP INC5.5K shares-12.41%2026-03-312026-05-11

Sponsored

INVH INVITATION HOMES INC417.4K sharesnew addition2026-03-312026-05-11

SOUTHSTATE BK CORP SOUTHSTATE BK CORP113.2K shares33.50%2026-03-312026-05-11

CROWN CASTLE INC CROWN CASTLE INC126.4K shares52.35%2026-03-312026-05-11

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC114.3K shares1.26%2026-03-312026-05-11

TXN TEXAS INSTRS INC52.0K shares-1.66%2026-03-312026-05-11

RS RELIANCE INC33.0K shares1.07%2026-03-312026-05-11

KO COCA COLA CO131.4K shares4.76%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS66.5K shares-3.21%2026-03-312026-05-11

Sponsored

TSLA TESLA INC26.3K shares-2.70%2026-03-312026-05-11

HD HOME DEPOT INC28.5K shares-8.36%2026-03-312026-05-11

IJR ISHARES TR75.4K shares11.20%2026-03-312026-05-11

EMR EMERSON ELEC CO74.0K shares-1.18%2026-03-312026-05-11

VO VANGUARD INDEX FDS32.2K shares7.49%2026-03-312026-05-11

BR BROADRIDGE FINL SOLUTIONS IN56.1K shares6.56%2026-03-312026-05-11

JEPI J P MORGAN EXCHANGE TRADED F162.3K shares-1.38%2026-03-312026-05-11

TJX TJX COS INC NEW55.7K shares-35.58%2026-03-312026-05-11

Sponsored

TRV TRAVELERS COMPANIES INC30.3K shares-7.24%2026-03-312026-05-11

MA MASTERCARD INCORPORATED17.4K shares-1.29%2026-03-312026-05-11

EEM ISHARES TR156.3K shares20.63%2026-03-312026-05-11

PBR PETROLEO BRASILEIRO S A409.4K shares17.71%2026-03-312026-05-11

PWR QUANTA SVCS INC15.4K shares-23.68%2026-03-312026-05-11

PRU PRUDENTIAL FINL INC89.2K shares10.84%2026-03-312026-05-11

ABBV ABBVIE INC38.5K shares1.07%2026-03-312026-05-11

ORCL ORACLE CORP58.1K shares-0.03%2026-03-312026-05-11

Sponsored

VTWO VANGUARD SCOTTSDALE FDS84.6K shares-11.55%2026-03-312026-05-11

ORLY OREILLY AUTOMOTIVE INC87.5K shares-11.52%2026-03-312026-05-11

NFLX NETFLIX INC.84.8K shares44.81%2026-03-312026-05-11

KEYS KEYSIGHT TECHNOLOGIES INC27.5K shares0.33%2026-03-312026-05-11

RY ROYAL BK CDA48.7K shares0.09%2026-03-312026-05-11

CPT CAMDEN PPTY TR78.4K shares72.18%2026-03-312026-05-11

HR HEALTHCARE RLTY TR455.5K shares-1.20%2026-03-312026-05-11

CAT CATERPILLAR INC11.5K shares-24.47%2026-03-312026-05-11

Sponsored

J JACOBS SOLUTIONS INC60.7K shares19.34%2026-03-312026-05-11

WFC WELLS FARGO & CO92.9K shares-1.55%2026-03-312026-05-11

IDA IDACORP INC50.3K shares1.91%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC82.7K shares-0.40%2026-03-312026-05-11

FDX FEDEX CORP20.7K shares-32.49%2026-03-312026-05-11

USB US BANCORP135.2K shares-3.09%2026-03-312026-05-11

ICE INTERCONTINENTAL EXCHANGE IN44.0K shares1.23%2026-03-312026-05-11

IEMG ISHARES INC102.1K shares7.25%2026-03-312026-05-11

Sponsored

BKNG BOOKING HOLDINGS INC1.6K shares-1.83%2026-03-312026-05-11

IWV ISHARES TR18.4K shares-1.19%2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS80.3K shares-1.72%2026-03-312026-05-11

AMTM AMENTUM HOLDINGS INC248.0K shares39.56%2026-03-312026-05-11

CLF CLEVELAND-CLIFFS INC NEW765.2K sharesnew addition2026-03-312026-05-11

DG DOLLAR GEN CORP52.0K shares-10.51%2026-03-312026-05-11

IWR ISHARES TR63.6K shares1.65%2026-03-312026-05-11

HON HONEYWELL INTL INC25.7K shares0.54%2026-03-312026-05-11

Sponsored

CSX CSX CORP141.7K shares-1.23%2026-03-312026-05-11

IDU ISHARES TR48.7K shares1.11%2026-03-312026-05-11

CAVA CAVA GROUP INC72.7K shares-22.66%2026-03-312026-05-11

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY71.5K shares-9.82%2026-03-312026-05-11

XEL XCEL ENERGY INC69.7K shares-32.47%2026-03-312026-05-11

FHI FEDERATED HERMES INC98.3K shares-1.99%2026-03-312026-05-11

CFR CULLEN FROST BANKERS INC40.2K shares-54.57%2026-03-312026-05-11

WAB WABTEC21.9K shares2.31%2026-03-312026-05-11

Sponsored

NKE NIKE INC105.4K shares230.25%2026-03-312026-05-11

IWM ISHARES TR22.5K shares7.72%2026-03-312026-05-11

WBD WARNER BROS DISCOVERY INC197.0K shares-21.39%2026-03-312026-05-11

WM WASTE MGMT INC DEL23.0K shares-0.54%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC52.8K shares0.24%2026-03-312026-05-11

BCPC BALCHEM CORP30.1K shares-1.09%2026-03-312026-05-11

NEM NEWMONT CORP49.3K shares4.28%2026-03-312026-05-11

GPC GENUINE PARTS CO48.3K shares351.42%2026-03-312026-05-11

Sponsored

ACWX ISHARES TR75.2K shares94.80%2026-03-312026-05-11

CB CHUBB LTD SWITZ15.3K shares-2.85%2026-03-312026-05-11

IWP ISHARES TR39.9K shares-1.72%2026-03-312026-05-11

ASML ASML HLDG NV4.0K shares2.81%2026-03-312026-05-11

TFC TRUIST FINL CORP111.0K shares0.73%2026-03-312026-05-11

NVS NOVARTIS AG32.7K shares-36.60%2026-03-312026-05-11

CUZ COUSINS PPTYS INC222.6K shares155.31%2026-03-312026-05-11

ECL ECOLAB INC18.2K shares-8.23%2026-03-312026-05-11

Sponsored

SBUX STARBUCKS CORP54.4K shares-15.88%2026-03-312026-05-11

ROP ROPER TECHNOLOGIES INC13.6K shares-2.23%2026-03-312026-05-11

APA CORPORATION APA CORPORATION109.2K shares0.85%2026-03-312026-05-11

CATH GLOBAL X FDS62.5K shares11.36%2026-03-312026-05-11

BTI BRITISH AMERN TOB PLC81.1K shares0.50%2026-03-312026-05-11

SHY ISHARES TR57.2K shares-1.06%2026-03-312026-05-11

NDAQ NASDAQ INC55.6K shares0.83%2026-03-312026-05-11

MTZ MASTEC INC14.5K shares-29.78%2026-03-312026-05-11

Sponsored

IYW ISHARES TR26.8K shares-0.06%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP7.7K shares-19.40%2026-03-312026-05-11

DVN DEVON ENERGY CORP NEW89.9K sharesnew addition2026-03-312026-05-11

PAAA PGIM ETF TR89.5K shares-7.31%2026-03-312026-05-11

JAAA JANUS DETROIT STR TR88.8K shares-7.30%2026-03-312026-05-11

FELE FRANKLIN ELEC INC47.7K shares1.74%2026-03-312026-05-11

MCD MCDONALDS CORP14.2K shares-0.10%2026-03-312026-05-11

CME CME GROUP INC14.7K shares-1.05%2026-03-312026-05-11

Sponsored

VYMI VANGUARD WHITEHALL FDS47.1K shares-1.39%2026-03-312026-05-11

AME AMETEK INC20.0K shares-1.21%2026-03-312026-05-11

LUV SOUTHWEST AIRLS CO117.4K shares1.52%2026-03-312026-05-11

MS MORGAN STANLEY25.7K shares-1.76%2026-03-312026-05-11

LAMR LAMAR ADVERTISING CO33.0K shares-0.38%2026-03-312026-05-11

TSCO TRACTOR SUPPLY CO92.1K shares2.08%2026-03-312026-05-11

PSX PHILLIPS 6622.8K shares-3.34%2026-03-312026-05-11

VV VANGUARD INDEX FDS14.3K shares0.00%2026-03-312026-05-11

Sponsored

TGT TARGET CORP34.2K shares-13.57%2026-03-312026-05-11

GSEW GOLDMAN SACHS ETF TR49.6K shares11.18%2026-03-312026-05-11

TPYP TORTOISE CAPITAL SERIES TRUS95.4K shares-4.30%2026-03-312026-05-11

APH AMPHENOL CORP31.6K shares-1.62%2026-03-312026-05-11

NTRS NORTHERN TR CORP28.2K shares-0.02%2026-03-312026-05-11

BURL BURLINGTON STORES INC12.0K shares-0.43%2026-03-312026-05-11

GLW CORNING INC28.8K shares-32.76%2026-03-312026-05-11

DORM DORMAN PRODS INC36.6K shares11.90%2026-03-312026-05-11

Sponsored

FEOE RBB FUND TRUST76.2K shares114.87%2026-03-312026-05-11

MWA MUELLER WTR PRODS INC136.4K shares1.14%2026-03-312026-05-11

XNTK SPDR SERIES TRUST15.2K shares-0.65%2026-03-312026-05-11

ELAN ELANCO ANIMAL HEALTH INC158.5K shares-2.31%2026-03-312026-05-11

HOMB HOME BANCSHARES INC139.6K sharesnew addition2026-03-312026-05-11

FLR FLUOR CORP84.3K shares1.16%2026-03-312026-05-11

RVTY REVVITY INC42.0K shares-38.27%2026-03-312026-05-11

AGG ISHARES TR36.4K shares-20.11%2026-03-312026-05-11

Sponsored

NPO ENPRO INC14.4K shares-1.68%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F66.1K shares1.17%2026-03-312026-05-11

BAC BANK AMERICA CORP74.4K shares-3.97%2026-03-312026-05-11

MCHP MICROCHIP TECHNOLOGY INC.54.6K shares-0.65%2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC28.6K shares-1.21%2026-03-312026-05-11

TTEK TETRA TECH INC NEW115.6K shares18.28%2026-03-312026-05-11

SAIA SAIA INC10.1K shares1.06%2026-03-312026-05-11

UTHR UNITED THERAPEUTICS CORP DEL5.7K shares-2.70%2026-03-312026-05-11

Sponsored

VZ VERIZON COMMUNICATIONS INC66.9K shares-3.74%2026-03-312026-05-11

JLL JONES LANG LASALLE INC10.9K shares-54.03%2026-03-312026-05-11

ULTA ULTA BEAUTY INC6.4K shares-14.87%2026-03-312026-05-11

MPWR MONOLITHIC PWR SYS INC3.0K shares-1.43%2026-03-312026-05-11

PYPL PAYPAL HLDGS INC72.3K shares-42.00%2026-03-312026-05-11

AMT AMERICAN TOWER CORP18.7K shares18.06%2026-03-312026-05-11

DIOD DIODES INC47.2K shares10.13%2026-03-312026-05-11

NSSC NAPCO SEC TECHNOLOGIES INC80.3K shares-0.87%2026-03-312026-05-11

Sponsored

ICLR ICON PLC28.4K shares-20.83%2026-03-312026-05-11

CTAS CINTAS CORP18.3K shares-0.99%2026-03-312026-05-11

EW EDWARDS LIFESCIENCES CORP38.5K shares-0.87%2026-03-312026-05-11

NVT NVENT ELEC PLC26.1K shares6.33%2026-03-312026-05-11

FANG DIAMONDBACK ENERGY INC15.5K shares-0.60%2026-03-312026-05-11

LDOS LEIDOS HOLDINGS INC19.6K shares1.51%2026-03-312026-05-11

MC MOELIS & CO53.3K shares20.59%2026-03-312026-05-11

VB VANGUARD INDEX FDS11.5K shares43.73%2026-03-312026-05-11

Sponsored

IBM INTERNATIONAL BUSINESS MACHS12.5K shares-5.19%2026-03-312026-05-11

BSCU INVESCO EXCH TRD SLF IDX FD179.1K shares-21.12%2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR123.8K shares-3.68%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR22.9K shares-3.84%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC8.9K sharesnew addition2026-03-312026-05-11

ATO ATMOS ENERGY CORP15.7K shares18.89%2026-03-312026-05-11

PR PERMIAN RESOURCES CORP135.8K shares-15.43%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS39.1K shares10.58%2026-03-312026-05-11

Sponsored

ADBE ADOBE INC11.8K shares-22.16%2026-03-312026-05-11

FR FIRST INDL RLTY TR INC49.2K shares-1.47%2026-03-312026-05-11

CASY CASEYS GEN STORES INC3.9K shares-6.07%2026-03-312026-05-11

JAVA J P MORGAN EXCHANGE TRADED F39.9K shares5.34%2026-03-312026-05-11

KMT KENNAMETAL INC77.0K sharesnew addition2026-03-312026-05-11

ONTO ONTO INNOVATION INC13.5K shares-11.33%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS35.1K shares1.49%2026-03-312026-05-11

CACI CACI INTL INC5.0K shares-0.43%2026-03-312026-05-11

Sponsored

MCO MOODYS CORP6.3K shares-2.09%2026-03-312026-05-11

STT STATE STR CORP21.6K shares-22.52%2026-03-312026-05-11

PFE PFIZER INC97.7K shares-6.60%2026-03-312026-05-11

FAF FIRST AMERN FINL CORP43.9K shares-0.88%2026-03-312026-05-11

SUI SUN CMNTYS INC21.0K shares21.11%2026-03-312026-05-11

ENS ENERSYS15.2K shares-15.16%2026-03-312026-05-11

FICO FAIR ISAAC CORP2.5K shares37.30%2026-03-312026-05-11

OLLI OLLIES BARGAIN OUTLET HLDGS28.5K shares8.54%2026-03-312026-05-11

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NOG NORTHERN OIL & GAS INC88.9K shares-1.92%2026-03-312026-05-11

BSCQ INVESCO EXCH TRD SLF IDX FD131.8K shares-27.82%2026-03-312026-05-11

MGV VANGUARD WORLD FD17.8K shares3.93%2026-03-312026-05-11

RCL ROYAL CARIBBEAN GROUP9.3K shares-1.94%2026-03-312026-05-11

AUB ATLANTIC UN BANKSHARES CORP71.9K shares-8.43%2026-03-312026-05-11

SF STIFEL FINL CORP34.2K shares49.36%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T13.4K shares2.67%2026-03-312026-05-11

EXLS EXLSERVICE HLDGS INC82.5K shares15.70%2026-03-312026-05-11

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MKSI MKS INC.10.7K shares-13.98%2026-03-312026-05-11

PLD PROLOGIS INC.19.0K shares-0.53%2026-03-312026-05-11

SIGI SELECTIVE INS GROUP INC32.2K shares-1.38%2026-03-312026-05-11

POWI POWER INTEGRATIONS INC46.9K shares1.78%2026-03-312026-05-11

IWN ISHARES TR12.9K shares-2.63%2026-03-312026-05-11

SHAK SHAKE SHACK INC28.1K sharesnew addition2026-03-312026-05-11

RPM RPM INTL INC23.9K shares-46.09%2026-03-312026-05-11

ASND ASCENDIS PHARMA A/S10.5K shares5.84%2026-03-312026-05-11

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CHD CHURCH & DWIGHT CO INC24.5K shares-2.14%2026-03-312026-05-11

DIA STATE STR SPDR DOW JONES IND5.0K shares-1.99%2026-03-312026-05-11

TXRH TEXAS ROADHOUSE INC13.5K shares-0.80%2026-03-312026-05-11

UMBF UMB FINL CORP19.7K shares-31.79%2026-03-312026-05-11

QCOM QUALCOMM INC16.8K shares-12.85%2026-03-312026-05-11

SN SHARKNINJA INC20.3K shares-0.74%2026-03-312026-05-11

PAYX PAYCHEX INC23.3K shares-1.95%2026-03-312026-05-11

TMUS T-MOBILE US INC10.2K shares-0.75%2026-03-312026-05-11

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MIR MIRION TECHNOLOGIES INC113.5K shares2.41%2026-03-312026-05-11

CSL CARLISLE COS INC6.3K shares-0.44%2026-03-312026-05-11

NU NU HLDGS LTD154.3K shares2.43%2026-03-312026-05-11

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA67.9K shares184.50%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS23.0K shares-66.42%2026-03-312026-05-11

JMTG J P MORGAN EXCHANGE TRADED F39.4K shares-3.37%2026-03-312026-05-11

LMBS FIRST TR EXCHANGE-TRADED FD40.2K shares-4.19%2026-03-312026-05-11

UFPT UFP TECHNOLOGIES INC10.2K shares2.32%2026-03-312026-05-11

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SPGI S&P GLOBAL INC4.6K shares282.25%2026-03-312026-05-11

LECO LINCOLN ELEC HLDGS INC7.8K shares-0.45%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE6.8K shares-0.18%2026-03-312026-05-11

IBTG ISHARES TR82.5K shares-20.45%2026-03-312026-05-11

CRH PLC CRH PLC18.2K sharesnew addition2026-03-312026-05-11

CON CONCENTRA GROUP HOLDINGS PAR87.0K shares357.67%2026-03-312026-05-11

RSPT INVESCO EXCHANGE TRADED FD T42.9K shares-3.05%2026-03-312026-05-11

NIC NICOLET BANKSHARES INC12.4K sharesnew addition2026-03-312026-05-11

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ITGR INTEGER HLDGS CORP20.9K shares-26.91%2026-03-312026-05-11

ICFI ICF INTL INC28.1K shares-1.47%2026-03-312026-05-11

BDX BECTON DICKINSON & CO11.7K shares1.14%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC6.9K shares-5.11%2026-03-312026-05-11

EWZ ISHARES INC48.7K shares-5.27%2026-03-312026-05-11

EQH EQUITABLE HLDGS INC48.3K shares-1.07%2026-03-312026-05-11

MZTI MARZETTI COMPANY12.8K shares33.44%2026-03-312026-05-11

MMM 3M CO12.3K shares-1.26%2026-03-312026-05-11

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XLE SELECT SECTOR SPDR TR28.4K shares-3.56%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS35.2K shares0.00%2026-03-312026-05-11

AAON AAON INC21.1K shares11.51%2026-03-312026-05-11

EPD ENTERPRISE PRODS PARTNERS L44.4K shares-1.18%2026-03-312026-05-11

ADC AGREE RLTY CORP22.7K shares-0.43%2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR20.1K shares-12.57%2026-03-312026-05-11

IWS ISHARES TR11.8K shares-5.21%2026-03-312026-05-11

IJS ISHARES TR14.2K shares-0.14%2026-03-312026-05-11

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SYK STRYKER CORPORATION5.0K shares-1.60%2026-03-312026-05-11

GLD SPDR GOLD TR3.9K shares1.50%2026-03-312026-05-11

ENOV ENOVIS CORPORATION71.4K shares-1.36%2026-03-312026-05-11

IWX ISHARES TR17.8K shares-2.13%2026-03-312026-05-11

GDX VANECK ETF TRUST18.8K shares-0.27%2026-03-312026-05-11

AMN AMN HEALTHCARE SVCS INC87.7K shares30.07%2026-03-312026-05-11

WH WYNDHAM HOTELS & RESORTS INC19.5K shares-0.43%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN7.6K shares-2.50%2026-03-312026-05-11

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CBSH COMMERCE BANCSHARES INC31.9K shares-0.61%2026-03-312026-05-11

GEV GE VERNOVA INC1.8K shares-4.19%2026-03-312026-05-11

RYAN RYAN SPECIALTY HOLDINGS INC44.8K sharesnew addition2026-03-312026-05-11

RHI ROBERT HALF INC.59.4K shares-55.56%2026-03-312026-05-11

EGP EASTGROUP PPTYS INC8.1K shares-0.43%2026-03-312026-05-11

QLYS QUALYS INC17.1K shares40.76%2026-03-312026-05-11

DE DEERE & CO2.7K shares12.94%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR31.0K shares-2.48%2026-03-312026-05-11

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XLY SELECT SECTOR SPDR TR13.6K shares-2.81%2026-03-312026-05-11

DT DYNATRACE INC38.5K shares24.22%2026-03-312026-05-11

MANH MANHATTAN ASSOCIATES INC10.6K shares-15.95%2026-03-312026-05-11

IEI ISHARES TR11.8K shares15.75%2026-03-312026-05-11

VBK VANGUARD INDEX FDS4.8K shares0.00%2026-03-312026-05-11

ACWI ISHARES TR10.3K shares13.50%2026-03-312026-05-11

COF CAPITAL ONE FINL CORP7.7K shares0.00%2026-03-312026-05-11

DGRW WISDOMTREE TR16.0K shares-3.59%2026-03-312026-05-11

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DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.3K shares11.55%2026-03-312026-05-11

POOL POOL CORP6.6K shares-1.09%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO15.6K shares-1.63%2026-03-312026-05-11

NXST NEXSTAR MEDIA GROUP INC7.2K shares-11.61%2026-03-312026-05-11

T AT&T INC45.3K shares-4.70%2026-03-312026-05-11

IBTL ISHARES TR63.6K shares-24.86%2026-03-312026-05-11

VIGI VANGUARD WHITEHALL FDS14.9K shares-8.03%2026-03-312026-05-11

ESE ESCO TECHNOLOGIES INC4.5K shares-4.26%2026-03-312026-05-11

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IBTK ISHARES TR64.3K shares-26.88%2026-03-312026-05-11

SHM SPDR SERIES TRUST26.3K shares5.90%2026-03-312026-05-11

ICSH ISHARES TR24.5K shares8.35%2026-03-312026-05-11

DPZ DOMINOS PIZZA INC3.4K shares-0.46%2026-03-312026-05-11

EFV ISHARES TR17.0K shares-4.64%2026-03-312026-05-11

BLD TOPBUILD COR3.4K shares-1.70%2026-03-312026-05-11

IVE ISHARES TR5.7K shares-4.75%2026-03-312026-05-11

BSX BOSTON SCIENTIFIC CORP18.6K sharesnew addition2026-03-312026-05-11

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.4K shares-0.46%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP4.1K shares-6.29%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR25.4K shares-8.79%2026-03-312026-05-11

IJK ISHARES TR11.9K shares-0.50%2026-03-312026-05-11

IBTM ISHARES TR50.4K shares-25.16%2026-03-312026-05-11

LOW LOWES COS INC4.9K shares-85.75%2026-03-312026-05-11

ECG EVERUS CONSTR GROUP10.2K shares0.00%2026-03-312026-05-11

BLKB BLACKBAUD INC29.0K shares-1.64%2026-03-312026-05-11

Sponsored

CAH CARDINAL HEALTH INC5.3K shares-14.23%2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC9.8K shares0.00%2026-03-312026-05-11

WMB WILLIAMS COS INC14.8K shares-3.64%2026-03-312026-05-11

DVY ISHARES TR7.0K shares0.00%2026-03-312026-05-11

IWB ISHARES TR2.9K shares1.24%2026-03-312026-05-11

COEUR MNG INC COEUR MNG INC62.6K sharesnew addition2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR7.1K shares-1.06%2026-03-312026-05-11

ADM ARCHER DANIELS MIDLAND CO14.2K shares-3.09%2026-03-312026-05-11

Sponsored

O REALTY INCOME CORP16.4K shares-84.39%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC2.2K shares-30.60%2026-03-312026-05-11

PCT PURECYCLE TECHNOLOGIES INC192.5K shares-1.26%2026-03-312026-05-11

VOE VANGUARD INDEX FDS5.3K shares-17.74%2026-03-312026-05-11

VMI VALMONT INDS INC2.4K shares-4.80%2026-03-312026-05-11

JEPQ J P MORGAN EXCHANGE TRADED F17.6K shares1.68%2026-03-312026-05-11

HEDJ WISDOMTREE TR18.2K shares-7.73%2026-03-312026-05-11

KNF KNIFE RIVER CORP11.5K shares0.00%2026-03-312026-05-11

Sponsored

MPC MARATHON PETE CORP3.7K shares0.00%2026-03-312026-05-11

YUM YUM BRANDS INC5.8K shares-1.61%2026-03-312026-05-11

VIAV VIAVI SOLUTIONS INC26.6K shares-20.58%2026-03-312026-05-11

XLI SELECT SECTOR SPDR TR5.6K shares-13.44%2026-03-312026-05-11

WTV WISDOMTREE TR9.4K shares16.14%2026-03-312026-05-11

BIV VANGUARD BD INDEX FDS11.3K shares-1.60%2026-03-312026-05-11

SDY SPDR SERIES TRUST6.0K shares0.00%2026-03-312026-05-11

VOX VANGUARD WORLD FD4.9K shares0.00%2026-03-312026-05-11

Sponsored

VTWG VANGUARD SCOTTSDALE FDS3.8K shares0.00%2026-03-312026-05-11

AEIS ADVANCED ENERGY INDS2.6K shares-44.31%2026-03-312026-05-11

STIP ISHARES TR7.9K shares0.00%2026-03-312026-05-11

SPYV SPDR SERIES TRUST14.3K shares5.91%2026-03-312026-05-11

IWO ISHARES TR2.6K shares-6.22%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP3.9K shares56.00%2026-03-312026-05-11

SPYG SPDR SERIES TRUST7.9K shares-1.85%2026-03-312026-05-11

VHT VANGUARD WORLD FD2.9K shares0.00%2026-03-312026-05-11

Sponsored

KRE SPDR SERIES TRUST11.4K shares-84.71%2026-03-312026-05-11

BHE BENCHMARK ELECTRS INC12.8K shares-4.45%2026-03-312026-05-11

RGLD ROYAL GOLD INC3.0K shares-28.35%2026-03-312026-05-11

CMCSA COMCAST CORP NEW24.6K shares-7.79%2026-03-312026-05-11

VBR VANGUARD INDEX FDS3.3K shares0.00%2026-03-312026-05-11

KALU KAISER ALUMINIUM CORPORATION5.7K shares-25.54%2026-03-312026-05-11

COHU COHU INC22.2K shares-4.80%2026-03-312026-05-11

MMI MARCUS & MILLICHAP INC24.7K shares20.35%2026-03-312026-05-11

Sponsored

MDU MDU RES GROUP INC31.6K shares0.00%2026-03-312026-05-11

VPU VANGUARD WORLD FD3.3K shares0.00%2026-03-312026-05-11

CCJ CAMECO CORP6.2K shares-15.66%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO1.9K shares-16.84%2026-03-312026-05-11

SPTM SPDR SERIES TRUST7.9K shares0.00%2026-03-312026-05-11

CTVA CORTEVA INC7.1K shares-15.18%2026-03-312026-05-11

BA BOEING CO3.1K shares-0.48%2026-03-312026-05-11

KMB KIMBERLY-CLARK CORP6.0K shares-18.69%2026-03-312026-05-11

Sponsored

KFY KORN FERRY8.9K shares-3.69%2026-03-312026-05-11

ADUS ADDUS HOMECARE CORP5.8K shares-4.81%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO1.8K shares-12.32%2026-03-312026-05-11

HUM HUMANA INC3.1K shares-1.70%2026-03-312026-05-11

WAT WATERS CORP1.8K sharesnew addition2026-03-312026-05-11

AMP AMERIPRISE FINL INC1.2K shares91.20%2026-03-312026-05-11

SHO SUNSTONE HOTEL INVS INC NEW57.2K shares11.93%2026-03-312026-05-11

XLRE SELECT SECTOR SPDR TR12.7K shares-59.07%2026-03-312026-05-11

Sponsored

STC STEWART INFORMATION SVCS COR8.3K shares-3.48%2026-03-312026-05-11

INTC INTEL CORP11.8K shares117.63%2026-03-312026-05-11

DCI DONALDSON INC5.9K shares0.00%2026-03-312026-05-11

PBH PRESTIGE CONSMR HEALTHCARE I8.4K shares13.07%2026-03-312026-05-11

CPK CHESAPEAKE UTILS CORP3.9K shares-4.69%2026-03-312026-05-11

AJG GALLAGHER ARTHUR J & CO2.3K shares0.00%2026-03-312026-05-11

ALG ALAMO GROUP INC3.0K shares-4.32%2026-03-312026-05-11

PFF ISHARES TR16.2K shares32.82%2026-03-312026-05-11

Sponsored

CSW CSW INDUSTRIALS INC1.9K shares-4.96%2026-03-312026-05-11

OBK ORIGIN BANCORP INC11.5K shares-4.35%2026-03-312026-05-11

SPYM SPDR SERIES TRUST6.4K shares0.00%2026-03-312026-05-11

CENTRAL BANCOMPANY CENTRAL BANCOMPANY20.0K shares0.00%2026-03-312026-05-11

FBK FB FINL CORP9.0K sharesnew addition2026-03-312026-05-11

CARR CARRIER GLOBAL CORPORATION8.5K shares0.00%2026-03-312026-05-11

VTWV VANGUARD SCOTTSDALE FDS2.7K shares0.00%2026-03-312026-05-11

PLUS EPLUS INC5.9K shares11.39%2026-03-312026-05-11

Sponsored

UNILEVER PLC UNILEVER PLC7.4K shares6.90%2026-03-312026-05-11

RAMP LIVERAMP HLDGS INC16.6K shares-4.91%2026-03-312026-05-11

RSG REPUBLIC SVCS INC2.0K shares0.00%2026-03-312026-05-11

MPLX MPLX LP7.5K shares-1.32%2026-03-312026-05-11

EEFT EURONET WORLDWIDE INC6.5K shares0.00%2026-03-312026-05-11

IBTH ISHARES TR18.7K shares0.00%2026-03-312026-05-11

VTHR VANGUARD SCOTTSDALE FDS1.4K shares11.46%2026-03-312026-05-11

MO ALTRIA GROUP INC6.1K shares3.05%2026-03-312026-05-11

Sponsored

KMI KINDER MORGAN INC DEL11.9K shares-5.50%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS I1.4K shares-16.37%2026-03-312026-05-11

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC5.2K shares-0.48%2026-03-312026-05-11

IJJ ISHARES TR3.1K shares0.00%2026-03-312026-05-11

MCRI MONARCH CASINO & RESORT INC4.1K shares-31.14%2026-03-312026-05-11

BOOT BOOT BARN HLDGS INC2.7K shares-23.94%2026-03-312026-05-11

ZTS ZOETIS INC3.3K shares-64.65%2026-03-312026-05-11

PATK PATRICK INDS INC3.5K shares-27.10%2026-03-312026-05-11

Sponsored

NOW SERVICENOW INC3.7K shares-41.34%2026-03-312026-05-11

IYE ISHARES TR5.8K shares-29.37%2026-03-312026-05-11

GPOR GULFPORT ENERGY CORP1.8K sharesnew addition2026-03-312026-05-11

MBWM MERCANTILE BK CORP7.2K shares-4.37%2026-03-312026-05-11

MUB ISHARES TR3.4K shares-7.54%2026-03-312026-05-11

SCHM SCHWAB STRATEGIC TR12.0K shares0.00%2026-03-312026-05-11

BP BP PLC7.6K shares-6.76%2026-03-312026-05-11

CASS CASS INFORMATION SYS INC8.0K shares-4.26%2026-03-312026-05-11

Sponsored

KFRC KFORCE INC12.1K shares-4.48%2026-03-312026-05-11

CLX CLOROX CO DEL3.4K shares-30.61%2026-03-312026-05-11

GOLF ACUSHNET HLDGS CORP3.7K shares-46.51%2026-03-312026-05-11

PLPC PREFORMED LINE PRODS CO1.3K sharesnew addition2026-03-312026-05-11

GRMN GARMIN LTD1.5K shares0.00%2026-03-312026-05-11

IPAR INTERPARFUMS INC3.7K shares-4.93%2026-03-312026-05-11

TIP ISHARES TR3.0K shares-0.56%2026-03-312026-05-11

NTST NETSTREIT CORP17.5K shares-26.60%2026-03-312026-05-11

Sponsored

HYG ISHARES TR4.0K shares30.65%2026-03-312026-05-11

VIS VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-05-11

SYY SYSCO CORP4.6K shares0.00%2026-03-312026-05-11

OKE ONEOK INC NEW3.4K shares0.00%2026-03-312026-05-11

MTB M & T BK CORP1.5K shares0.00%2026-03-312026-05-11

TCHP T ROWE PRICE ETF INC7.0K shares70.45%2026-03-312026-05-11

MGRC MCGRATH RENTCORP2.8K shares-5.00%2026-03-312026-05-11

CNMD CONMED CORP8.6K shares-4.95%2026-03-312026-05-11

Sponsored

ET ENERGY TRANSFER L P15.3K shares0.00%2026-03-312026-05-11

DEO DIAGEO PLC4.1K shares-27.47%2026-03-312026-05-11

AVDV AMERICAN CENTY ETF TR3.1K sharesnew addition2026-03-312026-05-11

BRO BROWN & BROWN INC4.5K shares-88.98%2026-03-312026-05-11

FTCS FIRST TR EXCHANGE-TRADED FD3.2K shares-22.05%2026-03-312026-05-11

TOTL SSGA ACTIVE ETF TR7.3K shares-25.73%2026-03-312026-05-11

THOMSON REUTERS CORP THOMSON REUTERS CORP3.2K shares0.00%2026-03-312026-05-11

FTDR FRONTDOOR INC5.4K sharesnew addition2026-03-312026-05-11

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GS GOLDMAN SACHS GROUP INC344 shares0.00%2026-03-312026-05-11

HSIC SCHEIN HENRY INC3.8K shares-1.13%2026-03-312026-05-11

FXL FIRST TR EXCHANGE-TRADED FD1.8K shares-7.77%2026-03-312026-05-11

MLPX GLOBAL X FDS3.6K shares0.00%2026-03-312026-05-11

SPIB SPDR SERIES TRUST7.9K shares-0.67%2026-03-312026-05-11

IGIB ISHARES TR4.9K shares-4.64%2026-03-312026-05-11

BWIN THE BALDWIN INSURANCE GRP IN11.9K shares-3.99%2026-03-312026-05-11

INTU INTUIT597 shares0.34%2026-03-312026-05-11

Sponsored

SCHH SCHWAB STRATEGIC TR11.8K shares20.61%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO4.2K shares-3.05%2026-03-312026-05-11

JEF JEFFERIES FINANCIAL GROUP IN6.2K shares0.00%2026-03-312026-05-11

TT TRANE TECHNOLOGIES PLC580 shares-4.92%2026-03-312026-05-11

VXF VANGUARD INDEX FDS1.2K sharesnew addition2026-03-312026-05-11

JBHT HUNT J B TRANS SVCS INC1.2K shares0.00%2026-03-312026-05-11

ALL ALLSTATE CORP1.1K shares0.00%2026-03-312026-05-11

VT VANGUARD INTL EQUITY INDEX F1.8K shares0.00%2026-03-312026-05-11

Sponsored

OTIS OTIS WORLDWIDE CORP3.1K shares0.00%2026-03-312026-05-11

HSY HERSHEY CO1.1K shares-12.68%2026-03-312026-05-11

FBIN FORTUNE BRANDS INNOVATIONS I5.9K shares-79.61%2026-03-312026-05-11

RIO RIO TINTO PLC2.5K sharesnew addition2026-03-312026-05-11

AVLV AMERICAN CENTY ETF TR2.9K sharesnew addition2026-03-312026-05-11

VOT VANGUARD INDEX FDS900 shares0.00%2026-03-312026-05-11

SLP SIMULATIONS PLUS INC18.8K shares8.30%2026-03-312026-05-11

RSPH INVESCO EXCHANGE TRADED FD T7.5K shares0.00%2026-03-312026-05-11

Sponsored

XLB SELECT SECTOR SPDR TR4.4K shares0.00%2026-03-312026-05-11

CQQQ INVESCO EXCH TRADED FD TR II4.8K shares-4.99%2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR2.6K shares-4.75%2026-03-312026-05-11

L LOEWS CORP1.9K shares0.00%2026-03-312026-05-11

QYLD GLOBAL X FDS11.0K shares-5.33%2026-03-312026-05-11

EQX EQUINOX GOLD CORP14.0K shares-6.67%2026-03-312026-05-11

HLN HALEON PLC14.3K shares-19.43%2026-03-312026-05-11

SLQT SELECTQUOTE INC17.5K shares0.00%2026-03-312026-05-11

Sponsored

CTSO CYTOSORBENTS CORP15.2K shares0.00%2026-03-312026-05-11

DFAI

DIMENSIONAL ETF TRUST

28.18%

Shares2.5M

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

2.66%

Shares151.7K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-1.06%

Shares379.2K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

1.99%

Shares284.8K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-0.91%

Shares229.1K

Event2026-03-31

Filed2026-05-11

VXUS

VANGUARD STAR FDS

0.51%

Shares1.1M

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

17.97%

Shares314.1K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

3.08%

Shares361.2K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-2.42%

Shares212.8K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-46.26%

Shares118.3K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-3.13%

Shares413.3K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-2.04%

Shares171.3K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES TR

1.57%

Shares517.3K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

2.37%

Shares134.7K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

-11.92%

Shares176.2K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

10.37%

Shares61.0K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

0.56%

Shares127.3K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

-5.79%

Shares211.6K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

1.02%

Shares49.9K

Event2026-03-31

Filed2026-05-11

VONG

VANGUARD SCOTTSDALE FDS

8.08%

Shares290.1K

Event2026-03-31

Filed2026-05-11

VGSH

VANGUARD SCOTTSDALE FDS

8.96%

Shares503.5K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC

-8.09%

Shares315.6K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-5.75%

Shares115.0K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

-2.04%

Shares147.3K

Event2026-03-31

Filed2026-05-11