Sponsored

The Analysis of General Partner, Inc.'s Holdings & P&L

Currently, General Partner, Inc. holds 167 types of securities in its portfolio with a total value $185.9M. In the most recent quarter, they have increased their positions in ICSH (+134.7K shares, valued at $6.8M), BND (+45.8K shares, valued at $3.4M), IWF (+20.1K shares, valued at $2.5M); decreased their positions in AAPL (-10.3K shares, valued at $3.0M), GOOG (-2.8K shares, valued at $971.7K), GOOGL (-1.5K shares, valued at $536.1K); initiated new positions in BND (+45.8K shares, valued at $3.4M), SPHY (+26.0K shares, valued at $609.4K), N/A (+100 shares, valued at $22.4K).

1M P&L

+2.4M+1.54%

3M P&L

-3.3M-2.03%

HY P&L

+128.1K+0.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A75.3M

47.0%

2Consumer Electronics13.6M

8.5%

3Internet Content & Information12.6M

7.9%

Top Industries by Stock Count

1N/A36 stocks

27.1%

2Semiconductors7 stocks

5.3%

3Drug Manufacturers - General5 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.A Berkshire Hathaway Inc33 shares0.00%2026-06-302026-07-06

AAPL Apple Inc47.1K shares-18.03%2026-06-302026-07-06

GOOG Alphabet Inc.29.8K shares-8.45%2026-06-302026-07-06

VBR Vanguard Small-Cap Value ETF35.9K shares0.00%2026-06-302026-07-06

ICSH iShares Ultra Short Duration Bond Active ETF138.6K shares3383.59%2026-06-302026-07-06

MSFT Microsoft Corp18.4K shares-2.65%2026-06-302026-07-06

VB Vanguard Small-Cap ETF13.5K shares0.00%2026-06-302026-07-06

VEA VANGUARD FTSE DEVELOPED ETF55.6K shares0.00%2026-06-302026-07-06

Sponsored

Mastercard Inc Mastercard Inc7.7K shares-3.16%2026-06-302026-07-06

IJH iShares Core S&P Mid-Cap ETF48.3K shares0.00%2026-06-302026-07-06

BRK.B Berkshire Hathaway Inc6.9K shares-6.86%2026-06-302026-07-06

BND Vanguard Total Bond Market ETF45.8K sharesnew addition2026-06-302026-07-06

IWF ISHARES RUSSELL 1000 GROWTH26.8K shares300.00%2026-06-302026-07-06

AMZN Amazon.com Inc13.7K shares-2.48%2026-06-302026-07-06

TSM Taiwan Semiconductor Manufacturing Co Ltd6.5K shares0.00%2026-06-302026-07-06

SPDR S&P 500 ETF TRUST SPDR S&P 500 ETF TRUST4.1K shares0.00%2026-06-302026-07-06

Sponsored

NVDA NVIDIA Corp14.9K shares0.00%2026-06-302026-07-06

HD Home Depot Inc/The8.4K shares0.00%2026-06-302026-07-06

IUSV ISHARES RUSSELL 3000 VALUE INDEX FUND25.6K shares0.00%2026-06-302026-07-06

JNJ Johnson & Johnson10.8K shares0.00%2026-06-302026-07-06

NextEra Energy Inc NextEra Energy Inc29.1K shares0.00%2026-06-302026-07-06

Broadcom INC Broadcom INC6.6K shares0.00%2026-06-302026-07-06

JPMorgan Chase & Co JPMorgan Chase & Co7.4K shares0.00%2026-06-302026-07-06

VWO Vanguard FTSE Emerging Markets ETF37.0K shares0.00%2026-06-302026-07-06

Sponsored

WMT Walmart Inc19.3K shares-3.01%2026-06-302026-07-06

GOOGL ALPHABET, INC.5.9K shares-20.15%2026-06-302026-07-06

IJR iShares Core S&P Small-Cap ETF14.1K shares0.00%2026-06-302026-07-06

VV Vanguard Large-Cap ETF5.7K shares0.00%2026-06-302026-07-06

UNP Union Pacific Corp7.0K shares0.00%2026-06-302026-07-06

Meta Platforms Inc Meta Platforms Inc3.1K shares-3.12%2026-06-302026-07-06

Exxon Mobil Corp Exxon Mobil Corp12.6K shares0.00%2026-06-302026-07-06

INTC Intel Corp11.6K shares0.00%2026-06-302026-07-06

Sponsored

Visa Inc Visa Inc4.6K shares0.00%2026-06-302026-07-06

GBDC Golub Capital BDC Inc123.0K shares0.00%2026-06-302026-07-06

Costco Wholesale Corp Costco Wholesale Corp1.6K shares-5.91%2026-06-302026-07-06

MCO Moody's Corp2.8K shares-8.08%2026-06-302026-07-06

IWM ISHARES RUSSELL 2000 INDEX FUND4.2K shares0.00%2026-06-302026-07-06

TJX TJX Cos Inc/The8.1K shares0.00%2026-06-302026-07-06

VNQ VANGUARD REAL ESTATE ETF12.6K shares0.00%2026-06-302026-07-06

FLJP Franklin FTSE Japan ETF30.3K shares0.00%2026-06-302026-07-06

Sponsored

MRK Merck & Co Inc8.7K shares0.00%2026-06-302026-07-06

AMD ADVANCED MICRO DEVICES INC1.9K shares0.00%2026-06-302026-07-06

MDY MIDCAP SPDR TRUST SERIES 1 STANDARD & POOR'S MIDCAP 4001.5K shares0.00%2026-06-302026-07-06

PM Philip Morris International Inc5.8K shares0.00%2026-06-302026-07-06

PG Procter & Gamble CO/THE6.4K shares0.00%2026-06-302026-07-06

FAST Fastenal Co19.4K shares0.00%2026-06-302026-07-06

MCD McDonald's CORP3.4K shares0.00%2026-06-302026-07-06

BAC Bank of America Corp15.6K shares0.00%2026-06-302026-07-06

Sponsored

RTX Corp RTX Corp4.4K shares0.00%2026-06-302026-07-06

GS GOLDMAN SACHS GROUP INC813 shares0.00%2026-06-302026-07-06

CAT CATERPILLAR INC752 shares0.00%2026-06-302026-07-06

CVX Chevron Corp4.6K shares0.00%2026-06-302026-07-06

PEP PepsiCo Inc5.6K shares0.00%2026-06-302026-07-06

Applied Materials Inc Applied Materials Inc1.0K shares0.00%2026-06-302026-07-06

LLY Eli Lilly & Co585 shares0.00%2026-06-302026-07-06

LRCX LAM RESEARCH CORP1.6K shares-6.01%2026-06-302026-07-06

Sponsored

SPHY S P D R PORTFOLIO HIGH YIELD BOND ETF26.0K sharesnew addition2026-06-302026-07-06

UnitedHealth Group INC UnitedHealth Group INC1.4K shares0.00%2026-06-302026-07-06

ABT Abbott Laboratories6.3K shares0.00%2026-06-302026-07-06

LIN LINDE PLC998 shares0.00%2026-06-302026-07-06

UBER UBER TECHNOLOGIES, INC.7.1K shares0.00%2026-06-302026-07-06

AbbVie INC AbbVie INC2.0K shares0.00%2026-06-302026-07-06

APD Air Products and Chemicals Inc1.7K shares0.00%2026-06-302026-07-06

ASML A S M L HOLDING N.V.245 shares0.00%2026-06-302026-07-06

Sponsored

Medtronic PLC Medtronic PLC6.2K shares0.00%2026-06-302026-07-06

CARR Carrier Global Corp6.6K shares0.00%2026-06-302026-07-06

GEW Cambria Global EW ETF8.6K shares0.00%2026-06-302026-07-06

QCOM QUALCOMM INC2.5K shares0.00%2026-06-302026-07-06

LMT LOCKHEED MARTIN CORP816 shares0.00%2026-06-302026-07-06

TXN TEXAS INSTRUMENTS INC1.4K shares0.00%2026-06-302026-07-06

SBUX STARBUCKS CORP4.0K shares0.00%2026-06-302026-07-06

AMT American Tower Corp2.4K shares0.00%2026-06-302026-07-06

Sponsored

KO COCA - COLA CO4.8K shares0.00%2026-06-302026-07-06

TRGP TARGA RESOURCES CORP1.4K shares0.00%2026-06-302026-07-06

ORACLE CORP ORACLE CORP2.2K shares0.00%2026-06-302026-07-06

WMB WILLIAMS COS INC4.3K shares0.00%2026-06-302026-07-06

MDLZ Mondelez International Inc5.2K shares0.00%2026-06-302026-07-06

AXP AMERICAN EXPRESS COMPANY886 shares0.00%2026-06-302026-07-06

VOO VANGUARD S&P 500 ETF400 shares0.00%2026-06-302026-07-06

LOW LOWE'S COS INC1.2K shares0.00%2026-06-302026-07-06

Sponsored

EQT EQT Corp5.0K shares0.00%2026-06-302026-07-06

VTEB Vanguard Tax-Exempt Bond Index ETF4.8K shares0.00%2026-06-302026-07-06

MU MICRON TECHNOLOGY INC202 shares0.00%2026-06-302026-07-06

MNST MONSTER BEVERAGE CORPORATION2.4K shares0.00%2026-06-302026-07-06

BLK BLACKROCK INC237 shares0.00%2026-06-302026-07-06

COP ConocoPhillips2.2K shares0.00%2026-06-302026-07-06

GLD SPDR GOLD SHARES600 shares0.00%2026-06-302026-07-06

MS MORGAN STANLEY1.1K shares0.00%2026-06-302026-07-06

Sponsored

PSX Phillips 661.3K shares0.00%2026-06-302026-07-06

OTIS Otis Worldwide Corp3.0K shares0.00%2026-06-302026-07-06

NKE NIKE Inc5.2K shares0.00%2026-06-302026-07-06

ADP Automatic Data Processing Inc859 shares0.00%2026-06-302026-07-06

TGT Target Corp1.4K shares0.00%2026-06-302026-07-06

S&P Global Inc S&P Global Inc443 shares0.00%2026-06-302026-07-06

MCK MCKESSON CORPORATION234 shares0.00%2026-06-302026-07-06

VGSH VANGUARD SHORT-TERM TREASURY2.7K shares0.00%2026-06-302026-07-06

Sponsored

SGOV ISHARES 0-3 MONTH TREASURY B1.6K shares10.71%2026-06-302026-07-06

ADOBE SYSTEMS INC ADOBE SYSTEMS INC728 shares0.00%2026-06-302026-07-06

CHUBB LIMITED CHUBB LIMITED425 shares0.00%2026-06-302026-07-06

SRE SEMPRA ENERGY1.4K shares0.00%2026-06-302026-07-06

PLAINS GP HOLDINGS LP PLAINS GP HOLDINGS LP5.5K shares0.00%2026-06-302026-07-06

IBM INTL BUSINESS MACHINES CORP449 shares0.00%2026-06-302026-07-06

GE GE Aerospace Com325 shares0.00%2026-06-302026-07-06

TMO THERMO FISHER SCIENTIFIC INC.234 shares0.00%2026-06-302026-07-06

Sponsored

IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF2.2K shares0.00%2026-06-302026-07-06

DHR DANAHER CORP600 shares0.00%2026-06-302026-07-06

LNG CHENIERE ENERGY INC475 shares0.00%2026-06-302026-07-06

ETN EATON CORP PLC264 shares0.00%2026-06-302026-07-06

Accenture PLC Accenture PLC872 shares0.00%2026-06-302026-07-06

DVN Devon Energy Corp2.5K shares0.00%2026-06-302026-07-06

NVO NOVO NORDISK A/S ADR2.1K shares0.00%2026-06-302026-07-06

SNPS SYNOPSYS INC223 shares0.00%2026-06-302026-07-06

Sponsored

PHM PulteGroup Inc718 shares0.00%2026-06-302026-07-06

TT Trane Technologies PLC182 shares0.00%2026-06-302026-07-06

URI United Rentals Inc77 shares0.00%2026-06-302026-07-06

OKE ONEOK INC1.0K shares0.00%2026-06-302026-07-06

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC635 shares0.00%2026-06-302026-07-06

UPS UNITED PARCEL SERVICE CL B745 shares0.00%2026-06-302026-07-06

IWO ISHARES RUSSELL 2000 GROWTH200 shares0.00%2026-06-302026-07-06

TTE TOTALENERGIES SE1.0K shares0.00%2026-06-302026-07-06

Sponsored

DRIV GLOBAL X AUTONOMOUS&ELEC-ETF2.0K shares0.00%2026-06-302026-07-06

AMGN Amgen Inc211 shares0.00%2026-06-302026-07-06

HIG Hartford Insurance Group Inc/The575 shares0.00%2026-06-302026-07-06

ASTRAZENECA PLC ASTRAZENECA PLC384 shares0.00%2026-06-302026-07-06

PLD PROLOGIS, INC.533 shares0.00%2026-06-302026-07-06

TOKYO ELECTRON LTD - UNSPONSORED ADR TOKYO ELECTRON LTD - UNSPONSORED ADR292 shares0.00%2026-06-302026-07-06

PAYX Paychex Inc618 shares0.00%2026-06-302026-07-06

NUE Nucor Corp264 shares0.00%2026-06-302026-07-06

Sponsored

MICROCHIP TECHNOLOGY INC MICROCHIP TECHNOLOGY INC600 shares0.00%2026-06-302026-07-06

INTU INTUIT187 shares0.00%2026-06-302026-07-06

CONSTELLATION BRANDS INC-A CONSTELLATION BRANDS INC-A332 shares0.00%2026-06-302026-07-06

EPD ENTERPRISE PRODUCTS PARTNERS1.3K shares0.00%2026-06-302026-07-06

SLV ISHARES SILVER TRUST750 shares0.00%2026-06-302026-07-06

LVMUY LVMH MOET HENNESSY LOUIS VUITTON SA ADR324 shares0.00%2026-06-302026-07-06

ITW ILLINOIS TOOL WKS INC131 shares0.00%2026-06-302026-07-06

JAPAN EXCHANGE GROUP INC JAPAN EXCHANGE GROUP INC2.6K shares0.00%2026-06-302026-07-06

Sponsored

NVT NVENT ELECTRIC PLC184 shares0.00%2026-06-302026-07-06

NSRGY NESTLE SA-SPONS ADR300 shares0.00%2026-06-302026-07-06

ELV ELEVANCE HEALTH INC75 shares0.00%2026-06-302026-07-06

SONY SONY CORPORATION1.2K shares0.00%2026-06-302026-07-06

CISCO SYSTEMS INC CISCO SYSTEMS INC208 shares0.00%2026-06-302026-07-06

HONEYWELL INTERNATIONAL HONEYWELL INTERNATIONAL100 sharesnew addition2026-06-302026-07-06

HONEYWELL AEROSPACE -WI HONEYWELL AEROSPACE -WI100 sharesnew addition2026-06-302026-07-06

MELI MERCADOLIBRE INC12 shares0.00%2026-06-302026-07-06

Sponsored

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION138 shares0.00%2026-06-302026-07-06

VLO VALERO ENERGY CORP66 shares0.00%2026-06-302026-07-06

GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF116 shares0.00%2026-06-302026-07-06

DUK DUKE ENERGY CORP101 shares0.00%2026-06-302026-07-06

ISTB iShares Core 1-5 Year USD Bond ETF255 shares0.00%2026-06-302026-07-06

IHDG WisdomTree International Hedged Quality Dividend Growth Fund225 shares0.00%2026-06-302026-07-06

ORI OLD REPUBLIC INTL CORP288 shares0.00%2026-06-302026-07-06

AEP AMERICAN ELECTRIC POWER85 shares0.00%2026-06-302026-07-06

Sponsored

MET METLIFE INC136 shares0.00%2026-06-302026-07-06

Waste Management Inc Waste Management Inc47 shares0.00%2026-06-302026-07-06

FBND Fidelity Total Bond ETF230 sharesnew addition2026-06-302026-07-06

VO Vanguard Mid-Cap ETF116 shares300.00%2026-06-302026-07-06

UL UNILEVER PLC-SPONSORED ADR148 shares0.00%2026-06-302026-07-06

FE FIRSTENERGY CORP150 shares0.00%2026-06-302026-07-06

NTR NUTRIEN LTD107 shares0.00%2026-06-302026-07-06

OMC OMNICOM GROUP90 shares0.00%2026-06-302026-07-06

Sponsored

QQQM Invesco Nasdaq 100 ETF20 shares0.00%2026-06-302026-07-06

KEY KEYCORP244 shares0.00%2026-06-302026-07-06

SOLS SOLSTICE ADV MATERIALS INC50 shares0.00%2026-06-302026-07-06

NXP Semiconductors NV NXP Semiconductors NV15 shares0.00%2026-06-302026-07-06

SCHD Schwab US Dividend Equity ETF120 shares0.00%2026-06-302026-07-06

SONY FINANCIAL GROUP INC SONY FINANCIAL GROUP INC249 shares0.00%2026-06-302026-07-06

EDENRED EDENRED63 shares0.00%2026-06-302026-07-06

BRK.A

Berkshire Hathaway Inc

0.00%

Shares33

Event2026-06-30

Filed2026-07-06

AAPL

Apple Inc

-18.03%

Shares47.1K

Event2026-06-30

Filed2026-07-06

GOOG

Alphabet Inc.

-8.45%

Shares29.8K

Event2026-06-30

Filed2026-07-06

VBR

Vanguard Small-Cap Value ETF

0.00%

Shares35.9K

Event2026-06-30

Filed2026-07-06

ICSH

iShares Ultra Short Duration Bond Active ETF

3383.59%

Shares138.6K

Event2026-06-30

Filed2026-07-06

MSFT

Microsoft Corp

-2.65%

Shares18.4K

Event2026-06-30

Filed2026-07-06

Vanguard Small-Cap ETF

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-06

VEA

VANGUARD FTSE DEVELOPED ETF

0.00%

Shares55.6K

Event2026-06-30

Filed2026-07-06

Mastercard Inc

-3.16%

Shares7.7K

Event2026-06-30

Filed2026-07-06

IJH

iShares Core S&P Mid-Cap ETF

0.00%

Shares48.3K

Event2026-06-30

Filed2026-07-06

BRK.B

Berkshire Hathaway Inc

-6.86%

Shares6.9K

Event2026-06-30

Filed2026-07-06

BND

Vanguard Total Bond Market ETF

New

Shares45.8K

Event2026-06-30

Filed2026-07-06

IWF

ISHARES RUSSELL 1000 GROWTH

300.00%

Shares26.8K

Event2026-06-30

Filed2026-07-06

AMZN

Amazon.com Inc

-2.48%

Shares13.7K

Event2026-06-30

Filed2026-07-06

TSM

Taiwan Semiconductor Manufacturing Co Ltd

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-06

SPDR S&P 500 ETF TRUST

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-06

NVDA

NVIDIA Corp

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-06

Home Depot Inc/The

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-06

IUSV

ISHARES RUSSELL 3000 VALUE INDEX FUND

0.00%

Shares25.6K

Event2026-06-30

Filed2026-07-06

JNJ

Johnson & Johnson

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-06

NextEra Energy Inc

0.00%

Shares29.1K

Event2026-06-30

Filed2026-07-06

Broadcom INC

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-06

JPMorgan Chase & Co

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-06

VWO

Vanguard FTSE Emerging Markets ETF

0.00%

Shares37.0K

Event2026-06-30

Filed2026-07-06

WMT

Walmart Inc

-3.01%

Shares19.3K

Event2026-06-30

Filed2026-07-06

GOOGL

ALPHABET, INC.

-20.15%

Shares5.9K

Event2026-06-30

Filed2026-07-06

IJR

iShares Core S&P Small-Cap ETF

0.00%

Shares14.1K

Event2026-06-30

Filed2026-07-06

Vanguard Large-Cap ETF

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-06

UNP

Union Pacific Corp

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-06

Meta Platforms Inc

-3.12%

Shares3.1K

Event2026-06-30

Filed2026-07-06

Exxon Mobil Corp

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-06

INTC

Intel Corp

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-06

Visa Inc

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-06

GBDC

Golub Capital BDC Inc

0.00%

Shares123.0K

Event2026-06-30

Filed2026-07-06

Costco Wholesale Corp

-5.91%

Shares1.6K

Event2026-06-30

Filed2026-07-06

MCO

Moody's Corp

-8.08%

Shares2.8K

Event2026-06-30

Filed2026-07-06

IWM

ISHARES RUSSELL 2000 INDEX FUND

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-06

TJX

TJX Cos Inc/The

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-06

VNQ

VANGUARD REAL ESTATE ETF

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-06

FLJP

Franklin FTSE Japan ETF

0.00%

Shares30.3K

Event2026-06-30

Filed2026-07-06

MRK

Merck & Co Inc

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-06

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-06

MDY

MIDCAP SPDR TRUST SERIES 1 STANDARD & POOR'S MIDCAP 400

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-06

Philip Morris International Inc

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-06

Procter & Gamble CO/THE

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-06

FAST

Fastenal Co

0.00%

Shares19.4K

Event2026-06-30

Filed2026-07-06

MCD

McDonald's CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-06

BAC

Bank of America Corp

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-06

RTX Corp

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-06

GOLDMAN SACHS GROUP INC

0.00%

Shares813

Event2026-06-30

Filed2026-07-06

CAT

CATERPILLAR INC

0.00%

Shares752

Event2026-06-30

Filed2026-07-06

CVX

Chevron Corp

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-06

PEP

PepsiCo Inc

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-06

Applied Materials Inc

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-06

LLY

Eli Lilly & Co

0.00%

Shares585

Event2026-06-30

Filed2026-07-06

LRCX

LAM RESEARCH CORP

-6.01%

Shares1.6K

Event2026-06-30

Filed2026-07-06

SPHY

S P D R PORTFOLIO HIGH YIELD BOND ETF

New

Shares26.0K

Event2026-06-30

Filed2026-07-06

UnitedHealth Group INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-06

ABT

Abbott Laboratories

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-06

LIN

LINDE PLC

0.00%

Shares998

Event2026-06-30

Filed2026-07-06

UBER

UBER TECHNOLOGIES, INC.

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-06

AbbVie INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-06

APD

Air Products and Chemicals Inc

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-06

ASML

A S M L HOLDING N.V.

0.00%

Shares245

Event2026-06-30

Filed2026-07-06

Medtronic PLC

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-06

CARR

Carrier Global Corp

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-06

GEW

Cambria Global EW ETF

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-06

QCOM

QUALCOMM INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-06

LMT

LOCKHEED MARTIN CORP

0.00%

Shares816

Event2026-06-30

Filed2026-07-06

TXN

TEXAS INSTRUMENTS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-06

SBUX

STARBUCKS CORP

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-06

AMT

American Tower Corp

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-06

COCA - COLA CO

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-06

TRGP

TARGA RESOURCES CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-06

ORACLE CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-06

WMB

WILLIAMS COS INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-06

MDLZ

Mondelez International Inc

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-06

AXP

AMERICAN EXPRESS COMPANY

0.00%

Shares886

Event2026-06-30

Filed2026-07-06

VOO

VANGUARD S&P 500 ETF

0.00%

Shares400

Event2026-06-30

Filed2026-07-06

LOW

LOWE'S COS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-06

EQT

EQT Corp

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-06

VTEB

Vanguard Tax-Exempt Bond Index ETF

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-06

MICRON TECHNOLOGY INC

0.00%

Shares202

Event2026-06-30

Filed2026-07-06

MNST

MONSTER BEVERAGE CORPORATION

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-06

BLK

BLACKROCK INC

0.00%

Shares237

Event2026-06-30

Filed2026-07-06

COP

ConocoPhillips

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-06

GLD

SPDR GOLD SHARES

0.00%

Shares600

Event2026-06-30

Filed2026-07-06

MORGAN STANLEY

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-06

PSX

Phillips 66

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-06

OTIS

Otis Worldwide Corp

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-06

NKE

NIKE Inc

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-06

ADP

Automatic Data Processing Inc

0.00%

Shares859

Event2026-06-30

Filed2026-07-06

TGT

Target Corp

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-06

S&P Global Inc

0.00%

Shares443

Event2026-06-30

Filed2026-07-06

MCK

MCKESSON CORPORATION

0.00%

Shares234

Event2026-06-30

Filed2026-07-06

VGSH

VANGUARD SHORT-TERM TREASURY

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-06

SGOV

ISHARES 0-3 MONTH TREASURY B

10.71%

Shares1.6K

Event2026-06-30

Filed2026-07-06

ADOBE SYSTEMS INC

0.00%

Shares728

Event2026-06-30

Filed2026-07-06

CHUBB LIMITED

0.00%

Shares425

Event2026-06-30

Filed2026-07-06

SRE

SEMPRA ENERGY

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-06

PLAINS GP HOLDINGS LP

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-06

IBM

INTL BUSINESS MACHINES CORP

0.00%

Shares449

Event2026-06-30

Filed2026-07-06

GE Aerospace Com

0.00%

Shares325

Event2026-06-30

Filed2026-07-06

TMO

THERMO FISHER SCIENTIFIC INC.

0.00%

Shares234

Event2026-06-30

Filed2026-07-06

IGIB

iShares 5-10 Year Investment Grade Corporate Bond ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-06

DHR

DANAHER CORP

0.00%

Shares600

Event2026-06-30

Filed2026-07-06

LNG

CHENIERE ENERGY INC

0.00%

Shares475

Event2026-06-30

Filed2026-07-06

ETN

EATON CORP PLC

0.00%

Shares264

Event2026-06-30

Filed2026-07-06

Accenture PLC

0.00%

Shares872

Event2026-06-30

Filed2026-07-06

DVN

Devon Energy Corp

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-06

NVO

NOVO NORDISK A/S ADR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-06

SNPS

SYNOPSYS INC

0.00%

Shares223

Event2026-06-30

Filed2026-07-06

PHM

PulteGroup Inc

0.00%

Shares718

Event2026-06-30

Filed2026-07-06

Trane Technologies PLC

0.00%

Shares182

Event2026-06-30

Filed2026-07-06

URI

United Rentals Inc

0.00%

Shares77

Event2026-06-30

Filed2026-07-06

OKE

ONEOK INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-06

AGILENT TECHNOLOGIES INC

0.00%

Shares635

Event2026-06-30

Filed2026-07-06

UPS

UNITED PARCEL SERVICE CL B

0.00%

Shares745

Event2026-06-30

Filed2026-07-06

IWO

ISHARES RUSSELL 2000 GROWTH

0.00%

Shares200

Event2026-06-30

Filed2026-07-06

TTE

TOTALENERGIES SE

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-06

DRIV

GLOBAL X AUTONOMOUS&ELEC-ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-06

AMGN

Amgen Inc

0.00%

Shares211

Event2026-06-30

Filed2026-07-06

HIG

Hartford Insurance Group Inc/The

0.00%

Shares575

Event2026-06-30

Filed2026-07-06

ASTRAZENECA PLC

0.00%

Shares384

Event2026-06-30

Filed2026-07-06

PLD

PROLOGIS, INC.

0.00%

Shares533

Event2026-06-30

Filed2026-07-06

TOKYO ELECTRON LTD - UNSPONSORED ADR

0.00%

Shares292

Event2026-06-30

Filed2026-07-06

PAYX

Paychex Inc

0.00%

Shares618

Event2026-06-30

Filed2026-07-06

NUE

Nucor Corp

0.00%

Shares264

Event2026-06-30

Filed2026-07-06

MICROCHIP TECHNOLOGY INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-06

INTU

INTUIT

0.00%

Shares187

Event2026-06-30

Filed2026-07-06

CONSTELLATION BRANDS INC-A

0.00%

Shares332

Event2026-06-30

Filed2026-07-06

EPD

ENTERPRISE PRODUCTS PARTNERS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-06

SLV

ISHARES SILVER TRUST

0.00%

Shares750

Event2026-06-30

Filed2026-07-06

LVMUY

LVMH MOET HENNESSY LOUIS VUITTON SA ADR

0.00%

Shares324

Event2026-06-30

Filed2026-07-06

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares131

Event2026-06-30

Filed2026-07-06

JAPAN EXCHANGE GROUP INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-06

NVT

NVENT ELECTRIC PLC

0.00%

Shares184

Event2026-06-30

Filed2026-07-06

NSRGY

NESTLE SA-SPONS ADR

0.00%

Shares300

Event2026-06-30

Filed2026-07-06

ELV

ELEVANCE HEALTH INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-06

SONY

SONY CORPORATION

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-06

CISCO SYSTEMS INC

0.00%

Shares208

Event2026-06-30

Filed2026-07-06

HONEYWELL INTERNATIONAL

New

Shares100

Event2026-06-30

Filed2026-07-06

HONEYWELL AEROSPACE -WI

New

Shares100

Event2026-06-30

Filed2026-07-06

MELI

MERCADOLIBRE INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-06

JOHNSON CONTROLS INTERNATION

0.00%

Shares138

Event2026-06-30

Filed2026-07-06

VLO

VALERO ENERGY CORP

0.00%

Shares66

Event2026-06-30

Filed2026-07-06

GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

0.00%

Shares116

Event2026-06-30

Filed2026-07-06

DUK

DUKE ENERGY CORP

0.00%

Shares101

Event2026-06-30

Filed2026-07-06

ISTB

iShares Core 1-5 Year USD Bond ETF

0.00%

Shares255

Event2026-06-30

Filed2026-07-06

IHDG

WisdomTree International Hedged Quality Dividend Growth Fund

0.00%

Shares225

Event2026-06-30

Filed2026-07-06

ORI

OLD REPUBLIC INTL CORP

0.00%

Shares288

Event2026-06-30

Filed2026-07-06

AEP

AMERICAN ELECTRIC POWER

0.00%

Shares85

Event2026-06-30

Filed2026-07-06

MET

METLIFE INC

0.00%

Shares136

Event2026-06-30

Filed2026-07-06

Waste Management Inc

0.00%

Shares47

Event2026-06-30

Filed2026-07-06

FBND

Fidelity Total Bond ETF

New

Shares230

Event2026-06-30

Filed2026-07-06

Vanguard Mid-Cap ETF

300.00%

Shares116

Event2026-06-30

Filed2026-07-06

UNILEVER PLC-SPONSORED ADR

0.00%

Shares148

Event2026-06-30

Filed2026-07-06

FIRSTENERGY CORP

0.00%

Shares150

Event2026-06-30

Filed2026-07-06

NTR

NUTRIEN LTD

0.00%

Shares107

Event2026-06-30

Filed2026-07-06

OMC

OMNICOM GROUP

0.00%

Shares90

Event2026-06-30

Filed2026-07-06

QQQM

Invesco Nasdaq 100 ETF

0.00%

Shares20

Event2026-06-30

Filed2026-07-06

KEY

KEYCORP

0.00%

Shares244

Event2026-06-30

Filed2026-07-06

SOLS

SOLSTICE ADV MATERIALS INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-06

NXP Semiconductors NV

0.00%

Shares15

Event2026-06-30

Filed2026-07-06

SCHD

Schwab US Dividend Equity ETF

0.00%

Shares120

Event2026-06-30

Filed2026-07-06

SONY FINANCIAL GROUP INC

0.00%

Shares249

Event2026-06-30

Filed2026-07-06

EDENRED

0.00%

Shares63

Event2026-06-30

Filed2026-07-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available