Sponsored
The Analysis of FULTON BANK, N.A.'s Holdings & P&L
Currently, FULTON BANK, N.A. holds 694 types of securities in its portfolio with a total value $3.3B. In the most recent quarter, they have increased their positions in IWF (+226.7K shares, valued at $28.1M), KLAC (+61.4K shares, valued at $18.5M), CGGR (+208.2K shares, valued at $9.8M); decreased their positions in VOO (-10.5K shares, valued at $7.2M), N/A (-216.4K shares, valued at $5.1M), N/A (-5.9K shares, valued at $4.1M); initiated new positions in CGGR (+208.2K shares, valued at $9.8M), DGRO (+33.7K shares, valued at $2.6M), N/A (+33.5K shares, valued at $2.5M).
1M P&L
+8.8M+0.68%
3M P&L
-172.6M-11.77%
HY P&L
-125.4M-8.84%
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/A413.7M
30.4%
2Semiconductors103.3M
7.6%
3Consumer Electronics78.1M
5.7%
Top Industries by Stock Count
1N/A107 stocks
22.1%
2Banks - Regional14 stocks
2.9%
3Specialty Industrial Machinery13 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.9K sharesnew addition2026-06-302026-07-09
Sponsored
VANGUARD INSTL INDEX FD
0.79%VANGUARD INSTL INDEX FD
Shares380.5K
Event2026-06-30
Filed2026-07-09
T ROWE PRICE EQUITY FUNDS IN
-0.88%T ROWE PRICE EQUITY FUNDS IN
Shares1.1M
Event2026-06-30
Filed2026-07-09
GOLDMAN SACHS TR II
-5.71%GOLDMAN SACHS TR II
Shares3.6M
Event2026-06-30
Filed2026-07-09
VANGUARD INDEX FDS
-4.63%VANGUARD INDEX FDS
Shares120.9K
Event2026-06-30
Filed2026-07-09
JPMORGAN TR I
1.39%JPMORGAN TR I
Shares1.9M
Event2026-06-30
Filed2026-07-09
WORLD FDS TR
-1.11%WORLD FDS TR
Shares3.1M
Event2026-06-30
Filed2026-07-09
AAPL
-1.47%APPLE INC
Shares270.0K
Event2026-06-30
Filed2026-07-09
SMEAD FDS TR
-0.90%SMEAD FDS TR
Shares790.0K
Event2026-06-30
Filed2026-07-09
TIAA-CREF FUND
1.99%TIAA-CREF FUND
Shares937.9K
Event2026-06-30
Filed2026-07-09
NVDA
2.07%NVIDIA CORPORATION
Shares342.3K
Event2026-06-30
Filed2026-07-09
PRINCIPAL FDS INC
-1.25%PRINCIPAL FDS INC
Shares1.4M
Event2026-06-30
Filed2026-07-09
ISHARES TR
7.09%ISHARES TR
Shares64.5K
Event2026-06-30
Filed2026-07-09
VOO
-13.09%VANGUARD INDEX FDS
Shares69.5K
Event2026-06-30
Filed2026-07-09
VANGUARD INDEX FDS
-1.01%VANGUARD INDEX FDS
Shares174.1K
Event2026-06-30
Filed2026-07-09
DUHP
1.89%DIMENSIONAL ETF TRUST
Shares1.1M
Event2026-06-30
Filed2026-07-09
VANGUARD TAX-MANAGED FDS
-0.44%VANGUARD TAX-MANAGED FDS
Shares2.0M
Event2026-06-30
Filed2026-07-09
VANGUARD INDEX FDS
-0.25%VANGUARD INDEX FDS
Shares111.1K
Event2026-06-30
Filed2026-07-09
CAUSEWAY CAP MGMT TR
2.46%CAUSEWAY CAP MGMT TR
Shares1.7M
Event2026-06-30
Filed2026-07-09
MSFT
-2.62%MICROSOFT CORP
Shares115.0K
Event2026-06-30
Filed2026-07-09
DRIEHAUS MUT FDS
4.31%DRIEHAUS MUT FDS
Shares1.2M
Event2026-06-30
Filed2026-07-09
JPMORGAN TR I
-6.63%JPMORGAN TR I
Shares418.9K
Event2026-06-30
Filed2026-07-09
VANGUARD INDEX FDS
-0.30%VANGUARD INDEX FDS
Shares268.2K
Event2026-06-30
Filed2026-07-09
ADVISORS INNER CIRCLE FD III
-5.62%ADVISORS INNER CIRCLE FD III
Shares2.1M
Event2026-06-30
Filed2026-07-09
GOOGL
4.21%ALPHABET INC
Shares107.8K
Event2026-06-30
Filed2026-07-09
IWF
302.14%ISHARES TR
Shares301.7K
Event2026-06-30
Filed2026-07-09
TIAA-CREF FUND
2.15%TIAA-CREF FUND
Shares1.1M
Event2026-06-30
Filed2026-07-09
BROADCOM INC
1.29%BROADCOM INC
Shares89.9K
Event2026-06-30
Filed2026-07-09
AMZN
-1.15%AMAZON COM INC
Shares137.8K
Event2026-06-30
Filed2026-07-09
UNDISCOVERED MANAGERS FDS
0.83%UNDISCOVERED MANAGERS FDS
Shares352.8K
Event2026-06-30
Filed2026-07-09
SCHWAB CAP TR
0.86%SCHWAB CAP TR
Shares807.3K
Event2026-06-30
Filed2026-07-09
FULT
0.14%FULTON FINL CORP PA
Shares1.2M
Event2026-06-30
Filed2026-07-09
GOOG
14.59%ALPHABET INC
Shares77.2K
Event2026-06-30
Filed2026-07-09
IWD
-0.04%ISHARES TR
Shares109.0K
Event2026-06-30
Filed2026-07-09
LAZARD FDS INC
10.96%LAZARD FDS INC
Shares1.4M
Event2026-06-30
Filed2026-07-09
VANGUARD INDEX FDS
-0.78%VANGUARD INDEX FDS
Shares300.3K
Event2026-06-30
Filed2026-07-09
META PLATFORMS INC
0.59%META PLATFORMS INC
Shares44.9K
Event2026-06-30
Filed2026-07-09
JOHN HANCOCK FDS III
4.03%JOHN HANCOCK FDS III
Shares753.4K
Event2026-06-30
Filed2026-07-09
KLAC
707.43%KLA CORP
Shares70.1K
Event2026-06-30
Filed2026-07-09
VSLU
25.98%ETF OPPORTUNITIES TRUST
Shares448.7K
Event2026-06-30
Filed2026-07-09
IBTH
32.81%ISHARES TR
Shares839.8K
Event2026-06-30
Filed2026-07-09
SOXX
2.33%ISHARES TR
Shares28.9K
Event2026-06-30
Filed2026-07-09
MATTHEWS ASIA FDS
9.61%MATTHEWS ASIA FDS
Shares567.1K
Event2026-06-30
Filed2026-07-09
MU
-3.54%MICRON TECHNOLOGY INC
Shares15.3K
Event2026-06-30
Filed2026-07-09
INVESTMENT MANAGERS SER TR
20.06%INVESTMENT MANAGERS SER TR
Shares602.3K
Event2026-06-30
Filed2026-07-09
LLY
3.12%ELI LILLY & CO
Shares14.3K
Event2026-06-30
Filed2026-07-09
JPMORGAN CHASE & CO
4.84%JPMORGAN CHASE & CO
Shares50.4K
Event2026-06-30
Filed2026-07-09
JPMORGAN TR II
-6.15%JPMORGAN TR II
Shares255.9K
Event2026-06-30
Filed2026-07-09
APPLIED MATLS INC
-16.73%APPLIED MATLS INC
Shares19.8K
Event2026-06-30
Filed2026-07-09
MASTERCARD INCORPORATED
-2.51%MASTERCARD INCORPORATED
Shares27.4K
Event2026-06-30
Filed2026-07-09
CISCO SYS INC
-1.41%CISCO SYS INC
Shares112.6K
Event2026-06-30
Filed2026-07-09
ABBVIE INC
7.87%ABBVIE INC
Shares52.4K
Event2026-06-30
Filed2026-07-09
TSLA
-1.33%TESLA INC
Shares30.3K
Event2026-06-30
Filed2026-07-09
VANGUARD BD INDEX FDS
-1.93%VANGUARD BD INDEX FDS
Shares123.9K
Event2026-06-30
Filed2026-07-09
VISA INC
3.95%VISA INC
Shares33.3K
Event2026-06-30
Filed2026-07-09
JIRE
65.00%J P MORGAN EXCHANGE TRADED F
Shares137.8K
Event2026-06-30
Filed2026-07-09
JOHN HANCOCK FDS III
4.28%JOHN HANCOCK FDS III
Shares388.0K
Event2026-06-30
Filed2026-07-09
EFA
0.60%ISHARES TR
Shares104.7K
Event2026-06-30
Filed2026-07-09
ISHARES TR
0.50%ISHARES TR
Shares110.3K
Event2026-06-30
Filed2026-07-09
APH
-0.10%AMPHENOL CORP
Shares60.1K
Event2026-06-30
Filed2026-07-09
MRK
2.45%MERCK & CO INC
Shares80.0K
Event2026-06-30
Filed2026-07-09
BRK.B
1.85%BERKSHIRE HATHAWAY INC DEL
Shares20.1K
Event2026-06-30
Filed2026-07-09
IEMG
27.70%ISHARES INC
Shares121.3K
Event2026-06-30
Filed2026-07-09
URI
2.52%UNITED RENTALS INC
Shares8.8K
Event2026-06-30
Filed2026-07-09
CGGR
NewCAPITAL GROUP GROWTH ETF
Shares208.2K
Event2026-06-30
Filed2026-07-09
VANGUARD INDEX FDS
-0.88%VANGUARD INDEX FDS
Shares49.9K
Event2026-06-30
Filed2026-07-09
HD
-1.53%HOME DEPOT INC
Shares25.4K
Event2026-06-30
Filed2026-07-09
IWR
-4.15%ISHARES TR
Shares81.0K
Event2026-06-30
Filed2026-07-09
LRCX
14.27%LAM RESEARCH CORP
Shares20.0K
Event2026-06-30
Filed2026-07-09
JNJ
-4.93%JOHNSON & JOHNSON
Shares32.0K
Event2026-06-30
Filed2026-07-09
COSTCO WHOLESALE CORPORATION
5.63%COSTCO WHOLESALE CORPORATION
Shares8.5K
Event2026-06-30
Filed2026-07-09
EXXON MOBIL CORP
-2.40%EXXON MOBIL CORP
Shares58.2K
Event2026-06-30
Filed2026-07-09
VICTORY PORTFOLIOS
-4.03%VICTORY PORTFOLIOS
Shares359.0K
Event2026-06-30
Filed2026-07-09
VANGUARD SPECIALIZED FUNDS
-19.68%VANGUARD SPECIALIZED FUNDS
Shares244.9K
Event2026-06-30
Filed2026-07-09
FLEX
-2.78%FLEX LTD
Shares47.1K
Event2026-06-30
Filed2026-07-09
GOLDMAN SACHS TR
-4.09%GOLDMAN SACHS TR
Shares418.9K
Event2026-06-30
Filed2026-07-09
DELL
-15.26%DELL TECHNOLOGIES INC
Shares16.8K
Event2026-06-30
Filed2026-07-09
SMCO
54.58%TIDAL TRUST II
Shares228.5K
Event2026-06-30
Filed2026-07-09
AVLV
1239.33%AMERICAN CENTY ETF TR
Shares76.2K
Event2026-06-30
Filed2026-07-09
ORACLE CORP
2.63%ORACLE CORP
Shares47.1K
Event2026-06-30
Filed2026-07-09
CVX
-9.82%CHEVRON CORPORATION
Shares41.0K
Event2026-06-30
Filed2026-07-09
IJH
-0.21%ISHARES TR
Shares88.1K
Event2026-06-30
Filed2026-07-09
IBM
-1.75%INTERNATIONAL BUSINESS MACHS
Shares24.0K
Event2026-06-30
Filed2026-07-09
PNC
0.62%PNC FINL SVCS GROUP INC
Shares27.0K
Event2026-06-30
Filed2026-07-09
VZ
2.32%VERIZON COMMUNICATIONS INC
Shares156.8K
Event2026-06-30
Filed2026-07-09
NETFLIX INC.
-11.07%NETFLIX INC.
Shares90.9K
Event2026-06-30
Filed2026-07-09
QQQ
21.29%INVESCO QQQ TR
Shares8.8K
Event2026-06-30
Filed2026-07-09
VXF
198.64%VANGUARD INDEX FDS
Shares26.0K
Event2026-06-30
Filed2026-07-09
BAC
0.73%BANK OF AMER CORP
Shares110.2K
Event2026-06-30
Filed2026-07-09
FIDELITY CONCORD STR TR
37.77%FIDELITY CONCORD STR TR
Shares23.9K
Event2026-06-30
Filed2026-07-09
TJX
-1.90%TJX COS INC NEW
Shares40.9K
Event2026-06-30
Filed2026-07-09
QUANTA SVCS INC
-10.35%QUANTA SVCS INC
Shares8.6K
Event2026-06-30
Filed2026-07-09
WMT
-4.90%WALMART INC
Shares53.6K
Event2026-06-30
Filed2026-07-09
PM
0.99%PHILIP MORRIS INTL INC
Shares32.7K
Event2026-06-30
Filed2026-07-09
AMD
44.02%ADVANCED MICRO DEVICES INC
Shares10.0K
Event2026-06-30
Filed2026-07-09
MS
7.96%MORGAN STANLEY
Shares27.8K
Event2026-06-30
Filed2026-07-09
RTX CORPORATION
3.94%RTX CORPORATION
Shares30.5K
Event2026-06-30
Filed2026-07-09
IWM
-0.76%ISHARES TR
Shares18.0K
Event2026-06-30
Filed2026-07-09
AMGN
1.01%AMGEN INC
Shares14.7K
Event2026-06-30
Filed2026-07-09
ANET
5.85%ARISTA NETWORKS INC
Shares30.6K
Event2026-06-30
Filed2026-07-09
CMI
-4.55%CUMMINS INC
Shares7.0K
Event2026-06-30
Filed2026-07-09
CAT
12.38%CATERPILLAR INC
Shares4.7K
Event2026-06-30
Filed2026-07-09
VANGUARD FENWAY FDS
-5.23%VANGUARD FENWAY FDS
Shares50.0K
Event2026-06-30
Filed2026-07-09
NATIONWIDE MUT FDS NEW
-2.16%NATIONWIDE MUT FDS NEW
Shares57.7K
Event2026-06-30
Filed2026-07-09
DVY
-0.66%ISHARES TR
Shares30.3K
Event2026-06-30
Filed2026-07-09
DIS
3.57%DISNEY WALT CO
Shares48.8K
Event2026-06-30
Filed2026-07-09
MCK
0.11%MCKESSON CORP
Shares6.2K
Event2026-06-30
Filed2026-07-09
GE
19.90%GE AEROSPACE
Shares12.2K
Event2026-06-30
Filed2026-07-09
APPLOVIN CORP
6.35%APPLOVIN CORP
Shares8.8K
Event2026-06-30
Filed2026-07-09
FEDERATED HERMES EQUITY FDS
-3.87%FEDERATED HERMES EQUITY FDS
Shares653.4K
Event2026-06-30
Filed2026-07-09
VANGUARD INDEX FDS
-12.77%VANGUARD INDEX FDS
Shares12.0K
Event2026-06-30
Filed2026-07-09
KO
-17.25%COCA COLA CO
Shares54.2K
Event2026-06-30
Filed2026-07-09
DRI
20.64%DARDEN RESTAURANTS INC
Shares20.9K
Event2026-06-30
Filed2026-07-09
ETN
23.44%EATON CORP PLC
Shares9.7K
Event2026-06-30
Filed2026-07-09
GEV
31.84%GE VERNOVA INC
Shares3.5K
Event2026-06-30
Filed2026-07-09
HON
4.63%HONEYWELL INTL INC
Shares17.6K
Event2026-06-30
Filed2026-07-09
XAGG
-6.14%MORGAN STANLEY ETF TRUST
Shares79.8K
Event2026-06-30
Filed2026-07-09
ITM
0.91%VANECK ETF TRUST
Shares82.9K
Event2026-06-30
Filed2026-07-09
AXP
15.86%AMERICAN EXPRESS CO
Shares11.5K
Event2026-06-30
Filed2026-07-09
FE
5.00%FIRSTENERGY CORP
Shares79.7K
Event2026-06-30
Filed2026-07-09
PEP
-0.97%PEPSICO INC
Shares27.6K
Event2026-06-30
Filed2026-07-09
BLK
11.05%BLACKROCK INC
Shares3.9K
Event2026-06-30
Filed2026-07-09
VONV
0.02%VANGUARD SCOTTSDALE FDS
Shares34.8K
Event2026-06-30
Filed2026-07-09
UNITEDHEALTH GROUP INC
15.10%UNITEDHEALTH GROUP INC
Shares8.9K
Event2026-06-30
Filed2026-07-09
ADOBE INC
28.33%ADOBE INC
Shares17.7K
Event2026-06-30
Filed2026-07-09
TGT
0.05%TARGET CORP
Shares27.8K
Event2026-06-30
Filed2026-07-09
SCHWAB CAP TR
-1.38%SCHWAB CAP TR
Shares221.9K
Event2026-06-30
Filed2026-07-09
VTEB
-0.15%VANGUARD MUN BD FDS
Shares71.2K
Event2026-06-30
Filed2026-07-09
HPQ
8.64%HP INC
Shares163.9K
Event2026-06-30
Filed2026-07-09
GS
0.43%GOLDMAN SACHS GROUP INC
Shares3.5K
Event2026-06-30
Filed2026-07-09
UNP
-1.27%UNION PAC CORP
Shares12.9K
Event2026-06-30
Filed2026-07-09
FEDERATED MDT SER
-1.62%FEDERATED MDT SER
Shares100.2K
Event2026-06-30
Filed2026-07-09
VEA
8.70%VANGUARD TAX-MANAGED FDS
Shares48.6K
Event2026-06-30
Filed2026-07-09
ENB
-1.37%ENBRIDGE INC
Shares62.9K
Event2026-06-30
Filed2026-07-09
PERPETUAL AMERICAS FUNDS TRU
-5.39%PERPETUAL AMERICAS FUNDS TRU
Shares115.9K
Event2026-06-30
Filed2026-07-09
CTAS
-0.43%CINTAS CORP
Shares20.0K
Event2026-06-30
Filed2026-07-09
PLD
-3.54%PROLOGIS INC.
Shares24.9K
Event2026-06-30
Filed2026-07-09
PANW
1.33%PALO ALTO NETWORKS INC
Shares9.8K
Event2026-06-30
Filed2026-07-09
TMO
1.44%THERMO FISHER SCIENTIFIC INC
Shares6.7K
Event2026-06-30
Filed2026-07-09
TRAVELERS COMPANIES INC
-7.43%TRAVELERS COMPANIES INC
Shares10.2K
Event2026-06-30
Filed2026-07-09
EEM
-0.20%ISHARES TR
Shares49.0K
Event2026-06-30
Filed2026-07-09
COP
4.90%CONOCOPHILLIPS
Shares32.2K
Event2026-06-30
Filed2026-07-09
USB
0.97%US BANCORP
Shares55.1K
Event2026-06-30
Filed2026-07-09
FAST
-0.02%FASTENAL CO
Shares68.5K
Event2026-06-30
Filed2026-07-09
FEDERATED MANAGED POOL SER
-3.60%FEDERATED MANAGED POOL SER
Shares253.9K
Event2026-06-30
Filed2026-07-09
PG
-2.46%PROCTER & GAMBLE CO
Shares22.2K
Event2026-06-30
Filed2026-07-09
LOW
-6.00%LOWES COS INC
Shares14.7K
Event2026-06-30
Filed2026-07-09
WAB
-7.24%WABTEC
Shares11.9K
Event2026-06-30
Filed2026-07-09
BMOP
0.00%BNY MELLON ETF TRUST II
Shares126.3K
Event2026-06-30
Filed2026-07-09
DKS
-0.20%DICKS SPORTING GOODS INC
Shares13.9K
Event2026-06-30
Filed2026-07-09
DHI
-1.71%D R HORTON INC
Shares19.2K
Event2026-06-30
Filed2026-07-09
VANGUARD STAR FDS
-4.16%VANGUARD STAR FDS
Shares68.2K
Event2026-06-30
Filed2026-07-09
MAR
164.84%MARRIOTT INTL INC NEW
Shares8.4K
Event2026-06-30
Filed2026-07-09
PFE
7.70%PFIZER INC
Shares128.2K
Event2026-06-30
Filed2026-07-09
DUK
-0.50%DUKE ENERGY CORP NEW
Shares24.3K
Event2026-06-30
Filed2026-07-09
AMERIPRISE FINL INC
0.38%AMERIPRISE FINL INC
Shares6.7K
Event2026-06-30
Filed2026-07-09
VANGUARD INDEX FDS
15.85%VANGUARD INDEX FDS
Shares16.1K
Event2026-06-30
Filed2026-07-09
LMT
3.81%LOCKHEED MARTIN CORP
Shares5.9K
Event2026-06-30
Filed2026-07-09
VLO
-13.64%VALERO ENERGY CORP
Shares11.5K
Event2026-06-30
Filed2026-07-09
CROWDSTRIKE HLDGS INC
14.18%CROWDSTRIKE HLDGS INC
Shares3.9K
Event2026-06-30
Filed2026-07-09
BTI
-9.78%BRITISH AMERN TOB PLC
Shares47.7K
Event2026-06-30
Filed2026-07-09
VUG
502.75%VANGUARD INDEX FDS
Shares34.2K
Event2026-06-30
Filed2026-07-09
ORLY
3.39%OREILLY AUTOMOTIVE INC
Shares31.9K
Event2026-06-30
Filed2026-07-09
NVT
3.97%NVENT ELEC PLC
Shares17.2K
Event2026-06-30
Filed2026-07-09
ROP
23.52%ROPER TECHNOLOGIES INC
Shares8.6K
Event2026-06-30
Filed2026-07-09
SNY
5.61%SANOFI SA
Shares68.2K
Event2026-06-30
Filed2026-07-09
SHW
-0.19%SHERWIN WILLIAMS CO
Shares8.3K
Event2026-06-30
Filed2026-07-09
BKNG
2318.40%BOOKING HOLDINGS INC
Shares16.0K
Event2026-06-30
Filed2026-07-09
VANGUARD INTL EQUITY INDEX F
-2.99%VANGUARD INTL EQUITY INDEX F
Shares57.5K
Event2026-06-30
Filed2026-07-09
STRL
-12.59%STERLING INFRASTRUCTURE INC
Shares3.4K
Event2026-06-30
Filed2026-07-09
WEC
16.44%WEC ENERGY GROUP INC
Shares24.1K
Event2026-06-30
Filed2026-07-09
IWB
-7.61%ISHARES TR
Shares6.9K
Event2026-06-30
Filed2026-07-09
VANGUARD BD INDEX FDS
-5.37%VANGUARD BD INDEX FDS
Shares26.9K
Event2026-06-30
Filed2026-07-09
TTE
-31.90%TOTALENERGIES SE
Shares36.0K
Event2026-06-30
Filed2026-07-09
STATE STR SPDR S&P 500 ETF T
13.92%STATE STR SPDR S&P 500 ETF T
Shares3.7K
Event2026-06-30
Filed2026-07-09
CIBR
2.53%FIRST TR EXCHANGE-TRADED FD
Shares30.9K
Event2026-06-30
Filed2026-07-09
CBRE
-1.64%CBRE GROUP INC
Shares20.5K
Event2026-06-30
Filed2026-07-09
CAPITOL SER TR
-7.59%CAPITOL SER TR
Shares78.8K
Event2026-06-30
Filed2026-07-09
PAYX
-1.54%PAYCHEX INC
Shares27.4K
Event2026-06-30
Filed2026-07-09
IJR
2.05%ISHARES TR
Shares18.0K
Event2026-06-30
Filed2026-07-09
NGG
10.16%NATIONAL GRID PLC
Shares31.5K
Event2026-06-30
Filed2026-07-09
SOUTHERN CO
35.18%SOUTHERN CO
Shares27.0K
Event2026-06-30
Filed2026-07-09
DGRO
NewISHARES TR
Shares33.7K
Event2026-06-30
Filed2026-07-09
MO
20.18%ALTRIA GROUP INC
Shares35.5K
Event2026-06-30
Filed2026-07-09
TSM
-6.01%TAIWAN SEMICONDUCTOR MANUFAC
Shares5.3K
Event2026-06-30
Filed2026-07-09
MET
-0.87%METLIFE INC
Shares29.5K
Event2026-06-30
Filed2026-07-09
GUIDESTONE FDS
NewGUIDESTONE FDS
Shares33.5K
Event2026-06-30
Filed2026-07-09
ROYAL CARIBBEAN GROUP
23.46%ROYAL CARIBBEAN GROUP
Shares7.8K
Event2026-06-30
Filed2026-07-09
HARDING LOEVNER FDS INC
-0.35%HARDING LOEVNER FDS INC
Shares78.5K
Event2026-06-30
Filed2026-07-09
QQQM
NewINVESCO EXCH TRADED FD TR II
Shares8.0K
Event2026-06-30
Filed2026-07-09
WSM
-0.03%WILLIAMS SONOMA INC
Shares10.2K
Event2026-06-30
Filed2026-07-09
MCD
0.65%MCDONALDS CORP
Shares8.8K
Event2026-06-30
Filed2026-07-09
BURLINGTON STORES INC
2.51%BURLINGTON STORES INC
Shares7.4K
Event2026-06-30
Filed2026-07-09
MEDTRONIC PLC
65.11%MEDTRONIC PLC
Shares29.7K
Event2026-06-30
Filed2026-07-09
C
34.31%CITIGROUP INC
Shares16.5K
Event2026-06-30
Filed2026-07-09
ABT
3.07%ABBOTT LABORATORIES
Shares25.3K
Event2026-06-30
Filed2026-07-09
JMST
-11.76%J P MORGAN EXCHANGE TRADED F
Shares44.6K
Event2026-06-30
Filed2026-07-09
AMT
-0.74%AMERICAN TOWER CORP
Shares13.9K
Event2026-06-30
Filed2026-07-09
VONG
4.98%VANGUARD SCOTTSDALE FDS
Shares17.4K
Event2026-06-30
Filed2026-07-09
AMCOR PLC
-1.03%AMCOR PLC
Shares51.3K
Event2026-06-30
Filed2026-07-09
ROWE T PRICE DIVID GROWTH FD
0.00%ROWE T PRICE DIVID GROWTH FD
Shares24.8K
Event2026-06-30
Filed2026-07-09
STLD
-1.43%STEEL DYNAMICS INC
Shares9.6K
Event2026-06-30
Filed2026-07-09
TC ENERGY CORP
-0.98%TC ENERGY CORP
Shares33.0K
Event2026-06-30
Filed2026-07-09
CVS
-3.07%CVS HEALTH CORP
Shares20.8K
Event2026-06-30
Filed2026-07-09
GOLDMAN SACHS TR
-12.68%GOLDMAN SACHS TR
Shares117.1K
Event2026-06-30
Filed2026-07-09
INTC
6.89%INTEL CORP
Shares15.2K
Event2026-06-30
Filed2026-07-09
FDX
10.73%FEDEX CORP
Shares6.8K
Event2026-06-30
Filed2026-07-09
VANGUARD PRIMECAP FD
21.12%VANGUARD PRIMECAP FD
Shares8.8K
Event2026-06-30
Filed2026-07-09
TQQQ
0.00%PROSHARES TR
Shares26.1K
Event2026-06-30
Filed2026-07-09
MPC
-17.18%MARATHON PETE CORP
Shares8.3K
Event2026-06-30
Filed2026-07-09
SNOWFLAKE INC
4.99%SNOWFLAKE INC
Shares8.2K
Event2026-06-30
Filed2026-07-09
UL
0.85%UNILEVER PLC
Shares34.5K
Event2026-06-30
Filed2026-07-09
APTIV PLC
-1.92%APTIV PLC
Shares33.6K
Event2026-06-30
Filed2026-07-09
SYK
21.87%STRYKER CORPORATION
Shares6.5K
Event2026-06-30
Filed2026-07-09
TFC
-38.54%TRUIST FINL CORP
Shares40.5K
Event2026-06-30
Filed2026-07-09
VYM
0.00%VANGUARD WHITEHALL FDS
Shares12.7K
Event2026-06-30
Filed2026-07-09
CME
-1.14%CME GROUP INC
Shares9.0K
Event2026-06-30
Filed2026-07-09
PALANTIR TECHNOLOGIES INC
-0.44%PALANTIR TECHNOLOGIES INC
Shares17.0K
Event2026-06-30
Filed2026-07-09
IJK
0.00%ISHARES TR
Shares16.8K
Event2026-06-30
Filed2026-07-09
INCY
-3.51%INCYTE CORP
Shares17.3K
Event2026-06-30
Filed2026-07-09
ACCENTURE PLC IRELAND
50.23%ACCENTURE PLC IRELAND
Shares15.6K
Event2026-06-30
Filed2026-07-09
HARRIS ASSOC INVT TR
0.00%HARRIS ASSOC INVT TR
Shares58.6K
Event2026-06-30
Filed2026-07-09
JOHNSON CONTROLS INTERNATION
0.45%JOHNSON CONTROLS INTERNATION
Shares13.0K
Event2026-06-30
Filed2026-07-09
TXN
-4.97%TEXAS INSTRS INC
Shares6.4K
Event2026-06-30
Filed2026-07-09
PPL CORP
-12.04%PPL CORP
Shares52.0K
Event2026-06-30
Filed2026-07-09
CONSTELLATION BRANDS INC
-1.87%CONSTELLATION BRANDS INC
Shares13.6K
Event2026-06-30
Filed2026-07-09
XLB
14.29%SELECT SECTOR SPDR TR
Shares36.9K
Event2026-06-30
Filed2026-07-09
ENTG
23.95%ENTEGRIS INC
Shares10.3K
Event2026-06-30
Filed2026-07-09
SKYY
-1.04%FIRST TR EXCHANGE-TRADED FD
Shares13.7K
Event2026-06-30
Filed2026-07-09
QUAL
72.53%ISHARES TR
Shares8.2K
Event2026-06-30
Filed2026-07-09
SBUX
0.44%STARBUCKS CORP
Shares17.7K
Event2026-06-30
Filed2026-07-09
RF
NewREGIONS FINANCIAL CORP NEW
Shares59.8K
Event2026-06-30
Filed2026-07-09
CHRW
0.08%C H ROBINSON WORLDWIDE IN
Shares9.6K
Event2026-06-30
Filed2026-07-09
HELO
-2.22%J P MORGAN EXCHANGE TRADED F
Shares26.6K
Event2026-06-30
Filed2026-07-09
WFC
-5.03%WELLS FARGO & CO
Shares21.7K
Event2026-06-30
Filed2026-07-09
KMB
-0.72%KIMBERLY-CLARK CORP
Shares16.3K
Event2026-06-30
Filed2026-07-09
ODFL
-2.83%OLD DOMINION FREIGHT LINE IN
Shares8.3K
Event2026-06-30
Filed2026-07-09
VB
-0.27%VANGUARD INDEX FDS
Shares5.9K
Event2026-06-30
Filed2026-07-09
COF
28.38%CAPITAL ONE FINL CORP
Shares8.9K
Event2026-06-30
Filed2026-07-09
KDP
3.73%KEURIG DR PEPPER INC
Shares53.5K
Event2026-06-30
Filed2026-07-09
AMG FDS
0.00%AMG FDS
Shares44.4K
Event2026-06-30
Filed2026-07-09
VBR
3.03%VANGUARD INDEX FDS
Shares7.1K
Event2026-06-30
Filed2026-07-09
PEG
-3.38%PUBLIC SVC ENTERPRISE GROUP
Shares21.2K
Event2026-06-30
Filed2026-07-09
CIEN
-19.69%CIENA CORP
Shares3.5K
Event2026-06-30
Filed2026-07-09
MKS INC.
19.49%MKS INC.
Shares3.9K
Event2026-06-30
Filed2026-07-09
HUBB
0.00%HUBBELL INC
Shares3.2K
Event2026-06-30
Filed2026-07-09
VO
399.78%VANGUARD INDEX FDS
Shares20.7K
Event2026-06-30
Filed2026-07-09
MFS SER TR I
-5.23%MFS SER TR I
Shares54.9K
Event2026-06-30
Filed2026-07-09
MTD
0.32%METTLER TOLEDO INTERNATIONAL
Shares1.3K
Event2026-06-30
Filed2026-07-09
ADP
191.97%AUTOMATIC DATA PROCESSING IN
Shares7.2K
Event2026-06-30
Filed2026-07-09
ASTRAZENECA PLC
13.69%ASTRAZENECA PLC
Shares8.3K
Event2026-06-30
Filed2026-07-09
TSN
-2.52%TYSON FOODS INC
Shares27.4K
Event2026-06-30
Filed2026-07-09
LECO
-0.14%LINCOLN ELEC HLDGS INC
Shares5.9K
Event2026-06-30
Filed2026-07-09
HBAN
-26.55%HUNTINGTON BANCSHARES INC
Shares88.4K
Event2026-06-30
Filed2026-07-09
MNST
0.21%MONSTER BEVERAGE CORP NEW
Shares16.3K
Event2026-06-30
Filed2026-07-09
KIM
-0.62%KIMCO REALTY CORP
Shares61.6K
Event2026-06-30
Filed2026-07-09
DTE
-3.31%DTE ENERGY CO
Shares10.2K
Event2026-06-30
Filed2026-07-09
CRM
-5.52%SALESFORCE INC
Shares9.9K
Event2026-06-30
Filed2026-07-09
NEXTERA ENERGY INC
2.66%NEXTERA ENERGY INC
Shares17.7K
Event2026-06-30
Filed2026-07-09
DY
4.79%DYCOM INDS INC
Shares3.0K
Event2026-06-30
Filed2026-07-09
SCHWAB CAP TR
-3.90%SCHWAB CAP TR
Shares47.9K
Event2026-06-30
Filed2026-07-09
TDY
6.49%TELEDYNE TECHNOLOGIES INC
Shares2.3K
Event2026-06-30
Filed2026-07-09
COR
-14.48%CENCORA INC
Shares5.3K
Event2026-06-30
Filed2026-07-09
GILD
-7.32%GILEAD SCIENCES INC
Shares11.8K
Event2026-06-30
Filed2026-07-09
KKR
1.12%KKR & CO INC
Shares16.2K
Event2026-06-30
Filed2026-07-09
BK
-21.53%BANK OF NY MELLON CORP
Shares10.0K
Event2026-06-30
Filed2026-07-09
FI
22.34%FISERV INC
Shares29.5K
Event2026-06-30
Filed2026-07-09
UBER
2.50%UBER TECHNOLOGIES INC
Shares19.9K
Event2026-06-30
Filed2026-07-09
DGRW
31.32%WISDOMTREE TR
Shares15.0K
Event2026-06-30
Filed2026-07-09
CLS
-0.64%CELESTICA INC
Shares3.9K
Event2026-06-30
Filed2026-07-09
DE
5.38%DEERE & CO
Shares2.2K
Event2026-06-30
Filed2026-07-09
LPLA
-0.24%LPL FINL HLDGS INC
Shares5.0K
Event2026-06-30
Filed2026-07-09
DHR
-12.75%DANAHER CORP DEL
Shares7.3K
Event2026-06-30
Filed2026-07-09
IJJ
-1.15%ISHARES TR
Shares9.4K
Event2026-06-30
Filed2026-07-09
MTSI
-2.66%MACOM TECH SOLUTIONS HLDGS I
Shares3.6K
Event2026-06-30
Filed2026-07-09
O
-4.28%REALTY INCOME CORP
Shares22.1K
Event2026-06-30
Filed2026-07-09
USFD
9.96%US FOODS HLDG CORP
Shares13.4K
Event2026-06-30
Filed2026-07-09
POOL CORP
210.23%POOL CORP
Shares6.3K
Event2026-06-30
Filed2026-07-09
NXP SEMICONDUCTORS N V
12.09%NXP SEMICONDUCTORS N V
Shares4.8K
Event2026-06-30
Filed2026-07-09
PARNASSUS INCOME FDS
-20.28%PARNASSUS INCOME FDS
Shares22.0K
Event2026-06-30
Filed2026-07-09
VGT
700.00%VANGUARD WORLD FD
Shares11.3K
Event2026-06-30
Filed2026-07-09
CRH
22.12%CRH PLC
Shares12.6K
Event2026-06-30
Filed2026-07-09
VANGUARD BD INDEX FDS
1.89%VANGUARD BD INDEX FDS
Shares10.2K
Event2026-06-30
Filed2026-07-09
EME
-7.84%EMCOR GROUP INC
Shares1.6K
Event2026-06-30
Filed2026-07-09
MDLZ
-2.88%MONDELEZ INTL INC
Shares22.8K
Event2026-06-30
Filed2026-07-09
JTEK
NewJ P MORGAN EXCHANGE TRADED F
Shares11.8K
Event2026-06-30
Filed2026-07-09
FIDELITY SALEM STREET TRUST
35.27%FIDELITY SALEM STREET TRUST
Shares54.3K
Event2026-06-30
Filed2026-07-09
REGN
-7.10%REGENERON PHARMACEUTICALS
Shares2.1K
Event2026-06-30
Filed2026-07-09
MICROCHIP TECHNOLOGY INC.
9.59%MICROCHIP TECHNOLOGY INC.
Shares14.2K
Event2026-06-30
Filed2026-07-09
GD
2.99%GENERAL DYNAMICS CORP
Shares3.6K
Event2026-06-30
Filed2026-07-09
HSY
341.63%HERSHEY CO
Shares7.1K
Event2026-06-30
Filed2026-07-09
FIDELITY SALEM STREET TRUST
63.02%FIDELITY SALEM STREET TRUST
Shares118.9K
Event2026-06-30
Filed2026-07-09
IWP
0.00%ISHARES TR
Shares8.4K
Event2026-06-30
Filed2026-07-09
VANGUARD BD INDEX FDS
-3.64%VANGUARD BD INDEX FDS
Shares9.6K
Event2026-06-30
Filed2026-07-09
ICE
3.78%INTERCONTINENTAL EXCHANGE IN
Shares10.0K
Event2026-06-30
Filed2026-07-09
LIVE NATION ENTERTAINMENT IN
3.55%LIVE NATION ENTERTAINMENT IN
Shares6.7K
Event2026-06-30
Filed2026-07-09
FIX
2.99%COMFORT SYS USA INC
Shares621
Event2026-06-30
Filed2026-07-09
GOLDMAN SACHS TR
-7.60%GOLDMAN SACHS TR
Shares60.6K
Event2026-06-30
Filed2026-07-09
BWXT
3.57%BWX TECHNOLOGIES INC
Shares6.2K
Event2026-06-30
Filed2026-07-09
ROWE T PRICE BLUE CHIP GROWT
58.60%ROWE T PRICE BLUE CHIP GROWT
Shares5.6K
Event2026-06-30
Filed2026-07-09
DIAMOND HILL FUNDS
-29.96%DIAMOND HILL FUNDS
Shares36.9K
Event2026-06-30
Filed2026-07-09
ACWX
0.00%ISHARES TR
Shares15.6K
Event2026-06-30
Filed2026-07-09
XEL
-31.48%XCEL ENERGY INC
Shares14.7K
Event2026-06-30
Filed2026-07-09
IQV
2.94%IQVIA HLDGS INC
Shares6.1K
Event2026-06-30
Filed2026-07-09
TXRH
-0.20%TEXAS ROADHOUSE INC
Shares6.1K
Event2026-06-30
Filed2026-07-09
NEM
-6.70%NEWMONT CORP
Shares12.6K
Event2026-06-30
Filed2026-07-09
GLW
2.27%CORNING INC
Shares4.6K
Event2026-06-30
Filed2026-07-09
FREEPORT MCMORAN INC
1.11%FREEPORT MCMORAN INC
Shares18.7K
Event2026-06-30
Filed2026-07-09
TT
-0.34%TRANE TECHNOLOGIES PLC
Shares2.4K
Event2026-06-30
Filed2026-07-09
RS
4.94%RELIANCE INC
Shares3.1K
Event2026-06-30
Filed2026-07-09
3M CO
-12.57%3M CO
Shares7.2K
Event2026-06-30
Filed2026-07-09
PIMCO FDS PAC INVT MGMT SER
-1.13%PIMCO FDS PAC INVT MGMT SER
Shares118.5K
Event2026-06-30
Filed2026-07-09
TD
0.00%TORONTO DOMINION BK ONT
Shares9.6K
Event2026-06-30
Filed2026-07-09
CSX
3.85%CSX CORP
Shares24.2K
Event2026-06-30
Filed2026-07-09
WAT
0.33%WATERS CORP
Shares3.1K
Event2026-06-30
Filed2026-07-09
CWI
64.50%SPDR INDEX SHS FDS
Shares28.0K
Event2026-06-30
Filed2026-07-09
VXUS
-1.57%VANGUARD STAR FDS
Shares13.2K
Event2026-06-30
Filed2026-07-09
RJF
-3.62%RAYMOND JAMES FINL INC
Shares7.4K
Event2026-06-30
Filed2026-07-09
PH
26.60%PARKER-HANNIFIN CORP
Shares1.1K
Event2026-06-30
Filed2026-07-09
QQQE
-4.92%DIREXION SHARES ETF TRUST
Shares9.2K
Event2026-06-30
Filed2026-07-09
FIDELITY SALEM STREET TRUST
-16.48%FIDELITY SALEM STREET TRUST
Shares22.8K
Event2026-06-30
Filed2026-07-09
VIG
-4.78%VANGUARD SPECIALIZED FUNDS
Shares4.7K
Event2026-06-30
Filed2026-07-09
J
3.97%JACOBS SOLUTIONS INC
Shares8.7K
Event2026-06-30
Filed2026-07-09
RKLB
0.00%ROCKET LAB CORP
Shares10.8K
Event2026-06-30
Filed2026-07-09
QCOM
-2.75%QUALCOMM INC
Shares5.9K
Event2026-06-30
Filed2026-07-09
CL
30.09%COLGATE PALMOLIVE CO
Shares11.9K
Event2026-06-30
Filed2026-07-09
BARON SELECT FDS
-0.28%BARON SELECT FDS
Shares46.0K
Event2026-06-30
Filed2026-07-09
CLH
8.34%CLEAN HARBORS INC
Shares3.5K
Event2026-06-30
Filed2026-07-09
FIRST EAGLE FDS
0.00%FIRST EAGLE FDS
Shares12.4K
Event2026-06-30
Filed2026-07-09
FIDELITY CONTRAFUND
0.00%FIDELITY CONTRAFUND
Shares38.9K
Event2026-06-30
Filed2026-07-09
PFG
13.29%PRINCIPAL FINANCIAL GROUP IN
Shares9.7K
Event2026-06-30
Filed2026-07-09
BX
2.01%BLACKSTONE INC
Shares8.8K
Event2026-06-30
Filed2026-07-09
CFR
13.22%CULLEN FROST BANKERS INC
Shares6.7K
Event2026-06-30
Filed2026-07-09
TRMB
99.83%TRIMBLE INC
Shares20.1K
Event2026-06-30
Filed2026-07-09
PIMCO FDS PAC INVT MGMT SER
4.86%PIMCO FDS PAC INVT MGMT SER
Shares104.2K
Event2026-06-30
Filed2026-07-09
WDC
NewWESTERN DIGITAL CORP
Shares1.6K
Event2026-06-30
Filed2026-07-09
SLB
11.76%SLB LIMITED
Shares21.4K
Event2026-06-30
Filed2026-07-09
NDSN
-0.66%NORDSON CORP
Shares3.3K
Event2026-06-30
Filed2026-07-09
ALL
-2.09%ALLSTATE CORP
Shares4.1K
Event2026-06-30
Filed2026-07-09
AGILENT TECHNOLOGIES INC
0.26%AGILENT TECHNOLOGIES INC
Shares7.4K
Event2026-06-30
Filed2026-07-09
WASTE MGMT INC DEL
3.14%WASTE MGMT INC DEL
Shares4.4K
Event2026-06-30
Filed2026-07-09
HARDING LOEVNER FDS INC
-21.52%HARDING LOEVNER FDS INC
Shares29.7K
Event2026-06-30
Filed2026-07-09
SERVICENOW INC
-3.29%SERVICENOW INC
Shares9.7K
Event2026-06-30
Filed2026-07-09
IWO
1.17%ISHARES TR
Shares2.4K
Event2026-06-30
Filed2026-07-09
VWO
6.74%VANGUARD INTL EQUITY INDEX F
Shares15.9K
Event2026-06-30
Filed2026-07-09
ISRG
-17.28%INTUITIVE SURGICAL INC
Shares2.4K
Event2026-06-30
Filed2026-07-09
SELECT SECTOR SPDR TR
16.20%SELECT SECTOR SPDR TR
Shares20.8K
Event2026-06-30
Filed2026-07-09
RNR
2.94%RENAISSANCERE HLDGS LTD
Shares2.9K
Event2026-06-30
Filed2026-07-09
SCHD
8.71%SCHWAB STRATEGIC TR
Shares28.7K
Event2026-06-30
Filed2026-07-09
NVS
-2.66%NOVARTIS AG
Shares5.7K
Event2026-06-30
Filed2026-07-09
TPR
87.75%TAPESTRY INC
Shares6.1K
Event2026-06-30
Filed2026-07-09
DGX
-2.39%QUEST DIAGNOSTICS INC
Shares4.2K
Event2026-06-30
Filed2026-07-09
LHX
10.46%L3HARRIS TECHNOLOGIES INC
Shares3.0K
Event2026-06-30
Filed2026-07-09
EQT
6.68%EQT CORP
Shares16.4K
Event2026-06-30
Filed2026-07-09
NUVEEN FDS
0.00%NUVEEN FDS
Shares96.6K
Event2026-06-30
Filed2026-07-09
SNX
-10.14%TD SYNNEX CORPORATION
Shares3.3K
Event2026-06-30
Filed2026-07-09
WST
10.34%WEST PHARMACEUTICAL SVSC INC
Shares2.4K
Event2026-06-30
Filed2026-07-09
ALLY FINL INC
-0.43%ALLY FINL INC
Shares18.8K
Event2026-06-30
Filed2026-07-09
BSX
1.81%BOSTON SCIENTIFIC CORP
Shares20.2K
Event2026-06-30
Filed2026-07-09
IDA
10.11%IDACORP INC
Shares5.7K
Event2026-06-30
Filed2026-07-09
KGC
-6.38%KINROSS GOLD CORP
Shares36.4K
Event2026-06-30
Filed2026-07-09
WMB
-5.30%WILLIAMS COS INC
Shares11.5K
Event2026-06-30
Filed2026-07-09
UAL
18.77%UNITED AIRLS HLDGS INC
Shares6.3K
Event2026-06-30
Filed2026-07-09
FANG
2.13%DIAMONDBACK ENERGY INC
Shares4.8K
Event2026-06-30
Filed2026-07-09
AMG
36.25%AFFILIATED MANAGERS GROUP
Shares2.5K
Event2026-06-30
Filed2026-07-09
LAD
-3.99%LITHIA MTRS INC
Shares2.9K
Event2026-06-30
Filed2026-07-09
FTAI
60.32%FTAI AVIATION LTD
Shares3.1K
Event2026-06-30
Filed2026-07-09
THORNBURG INVT TR
0.00%THORNBURG INVT TR
Shares73.8K
Event2026-06-30
Filed2026-07-09
XLC
-6.58%SELECT SECTOR SPDR TR
Shares7.9K
Event2026-06-30
Filed2026-07-09
NBIX
5.22%NEUROCRINE BIOSCIENCES INC
Shares4.9K
Event2026-06-30
Filed2026-07-09
ZOETIS INC
6.09%ZOETIS INC
Shares11.4K
Event2026-06-30
Filed2026-07-09
LIN
-3.36%LINDE PLC
Shares1.6K
Event2026-06-30
Filed2026-07-09
AKAMAI TECHNOLOGIES INC
239.71%AKAMAI TECHNOLOGIES INC
Shares6.8K
Event2026-06-30
Filed2026-07-09
XLE
1.05%SELECT SECTOR SPDR TR
Shares15.1K
Event2026-06-30
Filed2026-07-09
CBU
8.49%COMMUNITY FINANCIAL SYSTEM I
Shares11.8K
Event2026-06-30
Filed2026-07-09
FIDELITY SALEM STREET TRUST
8.66%FIDELITY SALEM STREET TRUST
Shares45.8K
Event2026-06-30
Filed2026-07-09
VANGUARD TAX-MANAGED FDS
0.00%VANGUARD TAX-MANAGED FDS
Shares2.0K
Event2026-06-30
Filed2026-07-09
WILMINGTON FDS
0.20%WILMINGTON FDS
Shares21.7K
Event2026-06-30
Filed2026-07-09
SPYG
0.00%SPDR SERIES TRUST
Shares6.6K
Event2026-06-30
Filed2026-07-09
PARNASSUS FDS
-24.15%PARNASSUS FDS
Shares18.2K
Event2026-06-30
Filed2026-07-09
SEAGATE TECHNOLOGY HLDNGS PL
-3.60%SEAGATE TECHNOLOGY HLDNGS PL
Shares803
Event2026-06-30
Filed2026-07-09
VANGUARD WORLD FD
0.00%VANGUARD WORLD FD
Shares1.6K
Event2026-06-30
Filed2026-07-09
APOLLO GLOBAL MGMT INC
-1.27%APOLLO GLOBAL MGMT INC
Shares6.5K
Event2026-06-30
Filed2026-07-09
HLT
-7.58%HILTON WORLDWIDE HLDGS INC
Shares2.3K
Event2026-06-30
Filed2026-07-09
AME
-2.07%AMETEK INC
Shares3.2K
Event2026-06-30
Filed2026-07-09
HLI
5.00%HOULIHAN LOKEY INC
Shares5.7K
Event2026-06-30
Filed2026-07-09
EMR
3.48%EMERSON ELEC CO
Shares5.3K
Event2026-06-30
Filed2026-07-09
HWM
-3.11%HOWMET AEROSPACE INC
Shares2.8K
Event2026-06-30
Filed2026-07-09
S&P GLOBAL INC
69.29%S&P GLOBAL INC
Shares1.9K
Event2026-06-30
Filed2026-07-09
DVN
NewDEVON ENERGY CORP NEW
Shares18.2K
Event2026-06-30
Filed2026-07-09
VANGUARD QUANTITATIVE FDS
0.00%VANGUARD QUANTITATIVE FDS
Shares6.2K
Event2026-06-30
Filed2026-07-09
TER
-45.09%TERADYNE INC
Shares1.5K
Event2026-06-30
Filed2026-07-09
FIDELITY SECS FD
0.00%FIDELITY SECS FD
Shares2.4K
Event2026-06-30
Filed2026-07-09
VTHR
-9.28%VANGUARD SCOTTSDALE FDS
Shares2.2K
Event2026-06-30
Filed2026-07-09
NSC
-9.00%NORFOLK SOUTHN CORP
Shares2.3K
Event2026-06-30
Filed2026-07-09
HQY
24.33%HEALTHEQUITY INC
Shares8.1K
Event2026-06-30
Filed2026-07-09
TWLO
-2.77%TWILIO INC
Shares3.5K
Event2026-06-30
Filed2026-07-09
VTV
27.20%VANGUARD INDEX FDS
Shares3.4K
Event2026-06-30
Filed2026-07-09
ADI
-3.97%ANALOG DEVICES INC
Shares1.8K
Event2026-06-30
Filed2026-07-09
TMUS
-0.91%T-MOBILE US INC
Shares4.3K
Event2026-06-30
Filed2026-07-09
COIN
0.65%COINBASE GLOBAL INC
Shares5.0K
Event2026-06-30
Filed2026-07-09
IJT
0.00%ISHARES TR
Shares4.0K
Event2026-06-30
Filed2026-07-09
PRMB
10.54%PRIMO BRANDS CORPORATION
Shares28.8K
Event2026-06-30
Filed2026-07-09
IVW
-7.79%ISHARES TR
Shares5.1K
Event2026-06-30
Filed2026-07-09
LABCORP HOLDINGS INC
0.40%LABCORP HOLDINGS INC
Shares2.5K
Event2026-06-30
Filed2026-07-09
SYY
-16.38%SYSCO CORP
Shares8.3K
Event2026-06-30
Filed2026-07-09
YETI
-5.76%YETI HLDGS INC
Shares14.0K
Event2026-06-30
Filed2026-07-09
ASML
2.37%ASML HLDG NV
Shares346
Event2026-06-30
Filed2026-07-09
ETR
1.34%ENTERGY CORP NEW
Shares6.0K
Event2026-06-30
Filed2026-07-09
FEDERATED MDT SER
-2.23%FEDERATED MDT SER
Shares17.2K
Event2026-06-30
Filed2026-07-09
TXT
-1.28%TEXTRON INC
Shares7.4K
Event2026-06-30
Filed2026-07-09
CBSH
21.81%COMMERCE BANCSHARES INC
Shares11.8K
Event2026-06-30
Filed2026-07-09
TIAA-CREF FUND
0.00%TIAA-CREF FUND
Shares13.0K
Event2026-06-30
Filed2026-07-09
SPSM
0.00%SPDR SERIES TRUST
Shares11.7K
Event2026-06-30
Filed2026-07-09
VANGUARD WINDSOR FDS
NewVANGUARD WINDSOR FDS
Shares7.6K
Event2026-06-30
Filed2026-07-09
MTB
-0.77%M & T BK CORP
Shares2.8K
Event2026-06-30
Filed2026-07-09
PGR
-6.21%PROGRESSIVE CORP
Shares3.1K
Event2026-06-30
Filed2026-07-09
NOC
1.23%NORTHROP GRUMMAN CORP
Shares1.3K
Event2026-06-30
Filed2026-07-09
CHUBB LIMITED
-18.64%CHUBB LIMITED
Shares2.0K
Event2026-06-30
Filed2026-07-09
AB PORTFOLIOS
-2.29%AB PORTFOLIOS
Shares22.9K
Event2026-06-30
Filed2026-07-09
DECK
4.09%DECKERS OUTDOOR CORP
Shares6.6K
Event2026-06-30
Filed2026-07-09
MRVL
-52.04%MARVELL TECHNOLOGY INC
Shares2.2K
Event2026-06-30
Filed2026-07-09
FSS
10.67%FEDERAL SIGNAL CORP
Shares5.0K
Event2026-06-30
Filed2026-07-09
FEZ
-15.42%SPDR INDEX SHS FDS
Shares9.4K
Event2026-06-30
Filed2026-07-09
CBRS
NewCEREBRAS SYSTEMS INC
Shares2.9K
Event2026-06-30
Filed2026-07-09
CPRT
-16.82%COPART INC
Shares22.7K
Event2026-06-30
Filed2026-07-09
AON
0.26%AON PLC
Shares1.9K
Event2026-06-30
Filed2026-07-09
MGNI
7.49%MAGNITE INC
Shares33.0K
Event2026-06-30
Filed2026-07-09
ITT
-10.86%ITT INC
Shares3.2K
Event2026-06-30
Filed2026-07-09
BJ
9.06%BJS WHSL CLUB HLDGS INC
Shares7.1K
Event2026-06-30
Filed2026-07-09
RDNT
8.44%RADNET INC
Shares10.0K
Event2026-06-30
Filed2026-07-09
PRU
5.18%PRUDENTIAL FINL INC
Shares5.7K
Event2026-06-30
Filed2026-07-09
FTI
-10.57%TECHNIPFMC PLC
Shares9.3K
Event2026-06-30
Filed2026-07-09
LOGI
0.39%LOGITECH INTL S A
Shares6.5K
Event2026-06-30
Filed2026-07-09
MFS SER TR I
4.61%MFS SER TR I
Shares11.5K
Event2026-06-30
Filed2026-07-09
AGX
0.00%ARGAN INC
Shares762
Event2026-06-30
Filed2026-07-09
NTRA
-2.57%NATERA INC
Shares2.2K
Event2026-06-30
Filed2026-07-09
STE
10.43%STERIS PLC
Shares2.9K
Event2026-06-30
Filed2026-07-09
BMY
20.83%BRISTOL-MYERS SQUIBB CO
Shares10.5K
Event2026-06-30
Filed2026-07-09
VANGUARD HORIZON FDS
0.00%VANGUARD HORIZON FDS
Shares2.1K
Event2026-06-30
Filed2026-07-09
SNDK
NewSANDISK CORP
Shares264
Event2026-06-30
Filed2026-07-09
RSP
7.03%INVESCO EXCHANGE TRADED FD T
Shares2.8K
Event2026-06-30
Filed2026-07-09
EOG
0.90%EOG RES INC
Shares4.6K
Event2026-06-30
Filed2026-07-09
DOCN
NewDIGITALOCEAN HLDGS INC
Shares3.8K
Event2026-06-30
Filed2026-07-09
RHHBY
5.08%ROCHE HLDGS AG BASEL
Shares11.6K
Event2026-06-30
Filed2026-07-09
NSP
NewINSPERITY INC
Shares14.4K
Event2026-06-30
Filed2026-07-09
INTU
-39.92%INTUIT
Shares2.3K
Event2026-06-30
Filed2026-07-09
DASH
7.46%DOORDASH INC
Shares3.2K
Event2026-06-30
Filed2026-07-09
CPAY
10.40%CORPAY INC
Shares1.8K
Event2026-06-30
Filed2026-07-09
SCHV
0.91%SCHWAB STRATEGIC TR
Shares16.9K
Event2026-06-30
Filed2026-07-09
TEL
10.34%TE CONNECTIVITY PLC
Shares2.9K
Event2026-06-30
Filed2026-07-09
RSPT
0.00%INVESCO EXCHANGE TRADED FD T
Shares9.0K
Event2026-06-30
Filed2026-07-09
STRV
0.00%EA SERIES TRUST
Shares12.0K
Event2026-06-30
Filed2026-07-09
WSC
NewWILLSCOT HLDGS CORP
Shares20.1K
Event2026-06-30
Filed2026-07-09
RL
6.21%RALPH LAUREN CORP
Shares1.4K
Event2026-06-30
Filed2026-07-09
TECH
12.61%BIO-TECHNE CORP
Shares8.2K
Event2026-06-30
Filed2026-07-09
CVE
1.14%CENOVUS ENERGY INC
Shares23.1K
Event2026-06-30
Filed2026-07-09
TTWO
-12.80%TAKE-TWO INTERACTIVE SOFTWAR
Shares2.3K
Event2026-06-30
Filed2026-07-09
KEYS
-50.75%KEYSIGHT TECHNOLOGIES INC
Shares1.6K
Event2026-06-30
Filed2026-07-09
CMC
9.96%COMMERCIAL METALS CO
Shares9.1K
Event2026-06-30
Filed2026-07-09
INSM
0.19%INSMED INC
Shares5.3K
Event2026-06-30
Filed2026-07-09
IDOG
0.00%ALPS ETF TR
Shares13.8K
Event2026-06-30
Filed2026-07-09
OMF
0.44%ONEMAIN HLDGS INC
Shares9.3K
Event2026-06-30
Filed2026-07-09
CASY
-4.71%CASEYS GEN STORES INC
Shares708
Event2026-06-30
Filed2026-07-09
PSX
-17.09%PHILLIPS 66
Shares3.3K
Event2026-06-30
Filed2026-07-09
VOE
0.00%VANGUARD INDEX FDS
Shares2.8K
Event2026-06-30
Filed2026-07-09
T
24.00%AT&T INC
Shares26.9K
Event2026-06-30
Filed2026-07-09
FNB
-1.58%F N B CORP
Shares28.7K
Event2026-06-30
Filed2026-07-09
VONE
-1.82%VANGUARD SCOTTSDALE FDS
Shares1.6K
Event2026-06-30
Filed2026-07-09
STT
-9.63%STATE STR CORP
Shares3.2K
Event2026-06-30
Filed2026-07-09
SDY
-11.14%SPDR SERIES TRUST
Shares3.6K
Event2026-06-30
Filed2026-07-09
TTI
9.83%TETRA TECHNOLOGIES INC DEL
Shares48.1K
Event2026-06-30
Filed2026-07-09
BOSTON TR WALDEN FDS
-19.80%BOSTON TR WALDEN FDS
Shares28.6K
Event2026-06-30
Filed2026-07-09
LSTR
8.00%LANDSTAR SYS INC
Shares2.6K
Event2026-06-30
Filed2026-07-09
WWD
-0.16%WOODWARD INC
Shares1.3K
Event2026-06-30
Filed2026-07-09
ROWE T PRICE INDEX TR INC
0.00%ROWE T PRICE INDEX TR INC
Shares6.8K
Event2026-06-30
Filed2026-07-09
CWEN
8.35%CLEARWAY ENERGY INC
Shares15.6K
Event2026-06-30
Filed2026-07-09
BG
26.81%BUNGE GLOBAL SA
Shares5.0K
Event2026-06-30
Filed2026-07-09
UPS
0.14%UNITED PARCEL SVCS INC
Shares4.9K
Event2026-06-30
Filed2026-07-09
ADVISORS INNER CIRCLE FD
-1.68%ADVISORS INNER CIRCLE FD
Shares17.8K
Event2026-06-30
Filed2026-07-09
FRESHPET INC
30.23%FRESHPET INC
Shares8.9K
Event2026-06-30
Filed2026-07-09
AEP
3.32%AMERICAN ELEC PWR CO INC
Shares3.8K
Event2026-06-30
Filed2026-07-09
CENTERPOINT ENERGY INC
1.93%CENTERPOINT ENERGY INC
Shares11.9K
Event2026-06-30
Filed2026-07-09
IWN
0.00%ISHARES TR
Shares2.4K
Event2026-06-30
Filed2026-07-09
HOOD
26.85%ROBINHOOD MKTS INC
Shares5.2K
Event2026-06-30
Filed2026-07-09
BMO
-59.56%BANK MONTREAL MEDIUM
Shares3.0K
Event2026-06-30
Filed2026-07-09
GOLDMAN SACHS TR
-32.97%GOLDMAN SACHS TR
Shares14.5K
Event2026-06-30
Filed2026-07-09
IAU
18.84%ISHARES GOLD TR
Shares6.8K
Event2026-06-30
Filed2026-07-09
PKG
-0.46%PACKAGING CORP AMER
Shares2.2K
Event2026-06-30
Filed2026-07-09
ET
0.00%ENERGY TRANSFER L P
Shares26.7K
Event2026-06-30
Filed2026-07-09
ULTA BEAUTY INC
-41.19%ULTA BEAUTY INC
Shares1.1K
Event2026-06-30
Filed2026-07-09
TENB
18.54%TENABLE HLDGS INC
Shares13.8K
Event2026-06-30
Filed2026-07-09
IBKR
-0.21%INTERACTIVE BROKERS GROUP IN
Shares5.8K
Event2026-06-30
Filed2026-07-09
FLS
NewFLOWSERVE CORP
Shares6.7K
Event2026-06-30
Filed2026-07-09
SCHWAB CAP TR
-27.62%SCHWAB CAP TR
Shares25.7K
Event2026-06-30
Filed2026-07-09
VRTX
9.06%VERTEX PHARMACEUTICALS INC
Shares987
Event2026-06-30
Filed2026-07-09
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares2.9K
Event2026-06-30
Filed2026-07-09
CDNS
2.61%CADENCE DESIGN SYSTEM INC
Shares1.3K
Event2026-06-30
Filed2026-07-09
VVV
18.15%VALVOLINE INC
Shares12.3K
Event2026-06-30
Filed2026-07-09
CMS
9.01%CMS ENERGY CORP
Shares6.3K
Event2026-06-30
Filed2026-07-09
VRT
-1.57%VERTIV HOLDINGS CO
Shares1.4K
Event2026-06-30
Filed2026-07-09
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available