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The Analysis of GHP Investment Advisors, Inc.'s Holdings & P&L

Currently, GHP Investment Advisors, Inc. holds 1437 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in AMZN (+17.5K shares, valued at $3.6M), META (+3.5K shares, valued at $2.0M), SPGI (+4.4K shares, valued at $1.9M); decreased their positions in KLAC (-8.0K shares, valued at $11.7M), AMKR (-65.2K shares, valued at $2.9M), CW (-3.2K shares, valued at $2.2M); initiated new positions in IVOV (+4.7K shares, valued at $480.0K), IVOG (+3.4K shares, valued at $430.9K), MORN (+2.5K shares, valued at $420.3K).

1M P&L

-45.7M-1.73%

3M P&L

-39.7M-1.50%

HY P&L

+185.4M+7.68%

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/A714.1M

31.5%

2Specialty Industrial Machinery125.2M

5.5%

3Scientific & Technical Instruments73.5M

3.2%

Top Industries by Stock Count

1N/A301 stocks

22.5%

2Banks - Regional61 stocks

4.6%

3Biotechnology36 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR1.5M shares0.51%2026-03-312026-04-21

AAPL APPLE INC162.3K shares-0.48%2026-03-312026-04-21

ALPHABET INC ALPHABET INC119.7K shares2.76%2026-03-312026-04-21

IDV ISHARES TR759.9K shares0.57%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS504.5K shares-0.46%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR1.3M shares0.04%2026-03-312026-04-21

MDYG SPDR SERIES TRUST330.1K shares1.84%2026-03-312026-04-21

SCHV SCHWAB STRATEGIC TR1.0M shares1.85%2026-03-312026-04-21

Sponsored

IEFA ISHARES TR309.5K shares0.88%2026-03-312026-04-21

FNDC SCHWAB STRATEGIC TR600.2K shares0.81%2026-03-312026-04-21

FLGB FRANKLIN TEMPLETON ETF TR800.2K shares2.54%2026-03-312026-04-21

MSFT MICROSOFT CORP73.2K shares1.22%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL55.9K shares1.72%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO90.9K shares-1.49%2026-03-312026-04-21

ESE ESCO TECHNOLOGIES INC93.8K shares-1.64%2026-03-312026-04-21

RTX RTX CORPORATION126.6K shares-1.63%2026-03-312026-04-21

Sponsored

MDYV SPDR SERIES TRUST285.1K shares1.21%2026-03-312026-04-21

SLYG SPDR SERIES TRUST249.8K shares0.63%2026-03-312026-04-21

EME EMCOR GROUP INC31.9K shares-3.23%2026-03-312026-04-21

IJS ISHARES TR197.1K shares-0.10%2026-03-312026-04-21

TJX TJX COS INC NEW144.0K shares-0.45%2026-03-312026-04-21

IJT ISHARES TR157.6K shares-0.03%2026-03-312026-04-21

SCHC SCHWAB STRATEGIC TR477.8K shares-0.07%2026-03-312026-04-21

IWF ISHARES TR52.3K shares-0.64%2026-03-312026-04-21

Sponsored

IVW ISHARES TR196.1K shares-1.76%2026-03-312026-04-21

TDY TELEDYNE TECHNOLOGIES INC36.0K shares-0.22%2026-03-312026-04-21

ROK ROCKWELL AUTOMATION INC58.0K shares2.53%2026-03-312026-04-21

IVE ISHARES TR96.0K shares-0.78%2026-03-312026-04-21

WMT WALMART INC158.0K shares-0.67%2026-03-312026-04-21

SPYG SPDR SERIES TRUST200.4K shares0.84%2026-03-312026-04-21

LECO LINCOLN ELEC HLDGS INC77.3K shares-0.27%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS78.6K shares-0.41%2026-03-312026-04-21

Sponsored

IWD ISHARES TR88.0K shares-0.76%2026-03-312026-04-21

CW CURTISS WRIGHT CORP26.6K shares-10.85%2026-03-312026-04-21

AME AMETEK INC83.0K shares2.03%2026-03-312026-04-21

ULTA ULTA BEAUTY INC33.0K shares1.42%2026-03-312026-04-21

SLYV SPDR SERIES TRUST181.8K shares0.95%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO56.7K shares1.98%2026-03-312026-04-21

HLI HOULIHAN LOKEY INC118.8K shares-0.04%2026-03-312026-04-21

MCK MCKESSON CORP19.1K shares2.26%2026-03-312026-04-21

Sponsored

ADI ANALOG DEVICES INC51.2K shares1.55%2026-03-312026-04-21

META META PLATFORMS INC28.4K shares14.04%2026-03-312026-04-21

PLXS PLEXUS CORP79.8K shares-1.77%2026-03-312026-04-21

MCO MOODYS CORP36.2K shares-1.86%2026-03-312026-04-21

NDAQ NASDAQ INC184.2K shares4.95%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC53.0K shares1.02%2026-03-312026-04-21

STERIS PLC STERIS PLC69.7K shares3.87%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP16.8K shares0.81%2026-03-312026-04-21

Sponsored

NDSN NORDSON CORP56.3K shares-1.30%2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES INC43.1K shares5.08%2026-03-312026-04-21

URI UNITED RENTALS INC20.4K shares7.70%2026-03-312026-04-21

CSCO CISCO SYS INC189.8K shares-1.59%2026-03-312026-04-21

EXPD EXPEDITORS INTL WASH INC102.0K shares3.58%2026-03-312026-04-21

SYK STRYKER CORPORATION44.2K shares9.22%2026-03-312026-04-21

IJK ISHARES TR140.0K shares-0.46%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON57.4K shares-0.34%2026-03-312026-04-21

Sponsored

MERCK & CO INC MERCK & CO INC115.9K shares1.69%2026-03-312026-04-21

CSX CSX CORP338.3K shares-0.51%2026-03-312026-04-21

KLAC KLA CORP9.3K shares-46.23%2026-03-312026-04-21

GRMN GARMIN LTD58.7K shares-0.73%2026-03-312026-04-21

EMR EMERSON ELEC CO103.8K shares2.87%2026-03-312026-04-21

IJJ ISHARES TR102.4K shares-1.02%2026-03-312026-04-21

MLM MARTIN MARIETTA MATLS INC22.6K shares7.62%2026-03-312026-04-21

SPYV SPDR SERIES TRUST229.3K shares1.19%2026-03-312026-04-21

Sponsored

ORCL ORACLE CORP88.2K shares-2.90%2026-03-312026-04-21

AMAT APPLIED MATLS INC37.8K shares5.64%2026-03-312026-04-21

XOM EXXON MOBIL CORP74.7K shares3.61%2026-03-312026-04-21

PG PROCTER & GAMBLE CO85.7K shares-0.50%2026-03-312026-04-21

CACI CACI INTL INC21.9K shares0.52%2026-03-312026-04-21

WRB BERKLEY W R CORP179.1K shares0.04%2026-03-312026-04-21

VOT VANGUARD INDEX FDS46.0K shares0.76%2026-03-312026-04-21

PKG PACKAGING CORP AMER55.2K shares-0.17%2026-03-312026-04-21

Sponsored

MKSI MKS INC.50.5K shares6.15%2026-03-312026-04-21

NTAP NETAPP INC111.4K shares0.64%2026-03-312026-04-21

LFUS LITTELFUSE INC33.5K shares-1.68%2026-03-312026-04-21

PGR PROGRESSIVE CORP56.0K shares-0.51%2026-03-312026-04-21

V VISA INC36.5K shares3.67%2026-03-312026-04-21

FDX FEDEX CORP30.7K shares-0.24%2026-03-312026-04-21

TXN TEXAS INSTRS INC56.2K shares5.24%2026-03-312026-04-21

CME CME GROUP INC36.4K shares14.95%2026-03-312026-04-21

Sponsored

CMI CUMMINS INC19.2K shares0.18%2026-03-312026-04-21

GLW CORNING INC74.6K shares-5.81%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION10.1K shares-2.76%2026-03-312026-04-21

IJR ISHARES TR79.2K shares1.71%2026-03-312026-04-21

AMGN AMGEN INC27.7K shares3.11%2026-03-312026-04-21

SNA SNAP ON INC26.7K shares-0.46%2026-03-312026-04-21

SSNC SS&C TECH HLDGS140.6K shares0.53%2026-03-312026-04-21

APH AMPHENOL CORP74.0K shares-4.76%2026-03-312026-04-21

Sponsored

LH LABCORP HOLDINGS INC34.4K shares-1.02%2026-03-312026-04-21

TSCO TRACTOR SUPPLY CO202.3K shares5.20%2026-03-312026-04-21

CSGS CSG SYS INTL INC114.1K shares-0.15%2026-03-312026-04-21

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC38.9K shares0.52%2026-03-312026-04-21

OSIS OSI SYSTEMS INC33.2K shares0.75%2026-03-312026-04-21

IJH ISHARES TR129.9K shares-0.29%2026-03-312026-04-21

PEP PEPSICO INC56.2K shares0.31%2026-03-312026-04-21

DIA STATE STR SPDR DOW JONES IND18.7K shares-0.68%2026-03-312026-04-21

Sponsored

AON PLC AON PLC26.4K shares-0.54%2026-03-312026-04-21

BKNG BOOKING HOLDINGS INC2.0K shares19.94%2026-03-312026-04-21

BR BROADRIDGE FINL SOLUTIONS IN52.0K shares-10.09%2026-03-312026-04-21

SPGI S&P GLOBAL INC19.6K shares28.83%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP24.3K shares0.28%2026-03-312026-04-21

HIG HARTFORD INSURANCE GROUP INC61.5K shares-0.97%2026-03-312026-04-21

VBK VANGUARD INDEX FDS27.2K shares1.13%2026-03-312026-04-21

APD AIR PRODUCTS AND CHEMICALS I28.2K shares3.86%2026-03-312026-04-21

Sponsored

PCAR PACCAR INC70.5K shares0.94%2026-03-312026-04-21

CAH CARDINAL HEALTH INC38.5K shares0.47%2026-03-312026-04-21

TXRH TEXAS ROADHOUSE INC48.0K shares1.53%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP84.0K shares13.95%2026-03-312026-04-21

ALPHABET INC ALPHABET INC26.4K shares6.93%2026-03-312026-04-21

PLUS EPLUS INC100.7K shares0.07%2026-03-312026-04-21

EWU ISHARES TR165.3K shares-1.87%2026-03-312026-04-21

DGX QUEST DIAGNOSTICS INC38.2K shares-0.74%2026-03-312026-04-21

Sponsored

SNPS SYNOPSYS INC18.8K shares-9.13%2026-03-312026-04-21

ICE INTERCONTINENTAL EXCHANGE IN47.4K shares6.33%2026-03-312026-04-21

CVX CHEVRON CORPORATION36.0K shares0.00%2026-03-312026-04-21

OSK OSHKOSH CORP50.2K shares6.51%2026-03-312026-04-21

IWP ISHARES TR57.6K shares-1.14%2026-03-312026-04-21

INTU INTUIT16.7K shares-3.10%2026-03-312026-04-21

DIS DISNEY WALT CO74.6K shares0.10%2026-03-312026-04-21

BRO BROWN & BROWN INC109.1K shares12.58%2026-03-312026-04-21

Sponsored

ROP ROPER TECHNOLOGIES INC20.0K shares-1.38%2026-03-312026-04-21

WM WASTE MGMT INC DEL30.6K shares17.74%2026-03-312026-04-21

BAC BANK AMERICA CORP142.7K shares2.98%2026-03-312026-04-21

IMCV ISHARES TR81.3K shares-1.64%2026-03-312026-04-21

MKL MARKEL GROUP INC3.6K shares3.64%2026-03-312026-04-21

TTEK TETRA TECH INC NEW226.4K shares-2.55%2026-03-312026-04-21

THE CIGNA GROUP THE CIGNA GROUP25.4K shares-1.92%2026-03-312026-04-21

DOX AMDOCS LTD103.2K shares-0.09%2026-03-312026-04-21

Sponsored

ADP AUTOMATIC DATA PROCESSING IN31.3K shares0.76%2026-03-312026-04-21

EXLS EXLSERVICE HLDGS INC208.0K shares-3.67%2026-03-312026-04-21

UHS UNIVERSAL HLTH SVCS INC35.4K shares-0.21%2026-03-312026-04-21

WAT WATERS CORP21.0K shares-2.40%2026-03-312026-04-21

DVA DAVITA INC39.7K shares0.00%2026-03-312026-04-21

FELE FRANKLIN ELEC INC65.2K shares2.70%2026-03-312026-04-21

FDS FACTSET RESH SYS INC27.2K shares10.91%2026-03-312026-04-21

ATR APTARGROUP INC45.4K shares-1.76%2026-03-312026-04-21

Sponsored

TER TERADYNE INC19.3K shares-7.40%2026-03-312026-04-21

LSTR LANDSTAR SYS INC35.2K shares-6.07%2026-03-312026-04-21

HD HOME DEPOT INC17.1K shares10.32%2026-03-312026-04-21

UMBF UMB FINL CORP48.7K shares4.27%2026-03-312026-04-21

UUUU ENERGY FUELS INC288.9K shares5.89%2026-03-312026-04-21

AMZN AMAZON COM INC25.3K shares223.55%2026-03-312026-04-21

PBH PRESTIGE CONSMR HEALTHCARE I88.7K shares2.50%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC5.4K shares7.71%2026-03-312026-04-21

Sponsored

CVS CVS HEALTH CORP70.7K shares6.89%2026-03-312026-04-21

GPC GENUINE PARTS CO47.6K shares-0.19%2026-03-312026-04-21

DCI DONALDSON INC58.6K shares7.99%2026-03-312026-04-21

DPZ DOMINOS PIZZA INC13.7K shares54.30%2026-03-312026-04-21

USB US BANCORP93.6K shares1.88%2026-03-312026-04-21

MA MASTERCARD INCORPORATED9.7K shares14.58%2026-03-312026-04-21

GGG GRACO INC56.8K shares-0.91%2026-03-312026-04-21

SLGN SILGAN HLDGS INC122.5K shares1.34%2026-03-312026-04-21

Sponsored

IGRO ISHARES TR56.2K shares-1.06%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP7.6K shares0.22%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND22.4K shares1.54%2026-03-312026-04-21

MEDTRONIC PLC MEDTRONIC PLC50.7K shares5.69%2026-03-312026-04-21

CORPAY INC CORPAY INC15.0K shares15.70%2026-03-312026-04-21

EXPE EXPEDIA GROUP INC18.3K shares3.53%2026-03-312026-04-21

MSM MSC INDL DIRECT INC44.4K shares8.66%2026-03-312026-04-21

RF REGIONS FINANCIAL CORP NEW156.5K shares-0.69%2026-03-312026-04-21

Sponsored

ALLE ALLEGION PLC28.0K shares7.87%2026-03-312026-04-21

FCN FTI CONSULTING INC22.9K shares-0.72%2026-03-312026-04-21

AIZ ASSURANT INC18.5K shares-1.40%2026-03-312026-04-21

CTSH COGNIZANT TECHNOLOGY SOLUTIO65.3K shares-9.05%2026-03-312026-04-21

ZBRA ZEBRA TECHNOLOGIES CORPORATI18.9K shares-1.86%2026-03-312026-04-21

TSEM TOWER SEMICONDUCTOR LTD22.4K shares0.00%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC14.4K shares-1.85%2026-03-312026-04-21

VUG VANGUARD INDEX FDS8.8K shares20.89%2026-03-312026-04-21

Sponsored

OMC OMNICOM GROUP INC50.8K shares-1.73%2026-03-312026-04-21

HSIC SCHEIN HENRY INC51.8K shares-1.78%2026-03-312026-04-21

FNB F N B CORP227.7K shares63.68%2026-03-312026-04-21

ESLT ELBIT SYS LTD4.5K shares0.00%2026-03-312026-04-21

MAR MARRIOTT INTL INC NEW11.3K shares1.89%2026-03-312026-04-21

KAI KADANT INC12.4K shares-2.48%2026-03-312026-04-21

SJM SMUCKER J M CO37.2K shares1.16%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS5.9K shares1.44%2026-03-312026-04-21

Sponsored

KNX KNIGHT-SWIFT TRANSN HLDGS IN58.2K shares9.87%2026-03-312026-04-21

CMCSA COMCAST CORP NEW116.8K shares6.34%2026-03-312026-04-21

PKW INVESCO EXCHANGE TRADED FD T25.5K shares-0.54%2026-03-312026-04-21

CENTA CENTRAL GARDEN & PET CO103.1K shares4.55%2026-03-312026-04-21

ELV ELEVANCE HEALTH INC FORMERLY11.1K shares-4.53%2026-03-312026-04-21

IVV ISHARES TR4.9K shares6.56%2026-03-312026-04-21

ALSN ALLISON TRANSMISSION HLDGS I27.3K shares11.95%2026-03-312026-04-21

IWN ISHARES TR16.9K shares-3.39%2026-03-312026-04-21

Sponsored

TMO THERMO FISHER SCIENTIFIC INC6.5K shares9.18%2026-03-312026-04-21

RWK INVESCO EXCH TRADED FD TR II24.8K shares-0.87%2026-03-312026-04-21

IEX IDEX CORP16.4K shares0.75%2026-03-312026-04-21

ABT ABBOTT LABORATORIES30.3K shares2.86%2026-03-312026-04-21

VTV VANGUARD INDEX FDS15.8K shares30.53%2026-03-312026-04-21

IWB ISHARES TR8.7K shares-1.58%2026-03-312026-04-21

NVDA NVIDIA CORPORATION17.5K shares41.26%2026-03-312026-04-21

HBAN HUNTINGTON BANCSHARES INC193.4K shares1.70%2026-03-312026-04-21

Sponsored

FUL FULLER H B CO48.9K shares6.98%2026-03-312026-04-21

IT GARTNER INC18.9K shares-26.10%2026-03-312026-04-21

ADBE ADOBE INC12.2K shares-16.48%2026-03-312026-04-21

CHD CHURCH & DWIGHT CO INC31.8K shares-6.57%2026-03-312026-04-21

PEY INVESCO EXCHANGE TRADED FD T137.6K shares0.02%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC14.2K shares1.51%2026-03-312026-04-21

ESNT ESSENT GROUP LTD49.4K shares0.66%2026-03-312026-04-21

NVMI NOVA LTD6.6K shares0.00%2026-03-312026-04-21

Sponsored

MIDD MIDDLEBY CORP21.6K shares3.45%2026-03-312026-04-21

SNX TD SYNNEX CORPORATION16.9K shares5.37%2026-03-312026-04-21

SAIA SAIA INC8.0K shares-0.25%2026-03-312026-04-21

WFC WELLS FARGO & CO34.7K shares1.27%2026-03-312026-04-21

HLIO HELIOS TECHNOLOGIES INC42.6K shares1.25%2026-03-312026-04-21

GIB CGI INC37.3K shares-5.16%2026-03-312026-04-21

INDB INDEPENDENT BK CORP MASS35.8K shares1.63%2026-03-312026-04-21

DHI D R HORTON INC19.5K shares9.70%2026-03-312026-04-21

Sponsored

DIM WISDOMTREE TR31.5K shares-1.34%2026-03-312026-04-21

EZM WISDOMTREE TR38.6K shares-1.18%2026-03-312026-04-21

FNF FIDELITY NATL FINL INC54.7K shares-11.29%2026-03-312026-04-21

ODFL OLD DOMINION FREIGHT LINE IN12.9K shares-15.77%2026-03-312026-04-21

TKR TIMKEN CO23.9K shares20.25%2026-03-312026-04-21

MSA MSA SAFETY INC14.7K shares88.92%2026-03-312026-04-21

ALG ALAMO GROUP INC14.2K shares6.19%2026-03-312026-04-21

AYI ACUITY INC8.2K shares89.64%2026-03-312026-04-21

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T29.9K shares0.51%2026-03-312026-04-21

RGA REINSURANCE GROUP AMER INC10.9K shares4.00%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR72.3K shares-0.66%2026-03-312026-04-21

AOS SMITH A O CORP32.9K shares8.18%2026-03-312026-04-21

TFC TRUIST FINL CORP46.9K shares1.63%2026-03-312026-04-21

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY27.2K shares-3.15%2026-03-312026-04-21

DG DOLLAR GEN CORP18.0K shares0.98%2026-03-312026-04-21

IMCG ISHARES TR26.8K shares-0.65%2026-03-312026-04-21

Sponsored

AMD ADVANCED MICRO DEVICES INC10.2K shares0.09%2026-03-312026-04-21

GPN GLOBAL PMTS INC29.8K shares-5.04%2026-03-312026-04-21

STZ CONSTELLATION BRANDS INC13.1K shares-0.30%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR3.4K shares1.80%2026-03-312026-04-21

PRGS PROGRESS SOFTWARE CORP75.9K shares-2.99%2026-03-312026-04-21

GL GLOBE LIFE INC13.9K shares-3.09%2026-03-312026-04-21

NICE NICE LTD17.4K shares126.80%2026-03-312026-04-21

MMS MAXIMUS INC30.0K shares2.22%2026-03-312026-04-21

Sponsored

DLS WISDOMTREE TR23.4K shares-3.55%2026-03-312026-04-21

MCRI MONARCH CASINO & RESORT INC19.6K shares12.41%2026-03-312026-04-21

EHC ENCOMPASS HEALTH CORP19.2K shares-1.77%2026-03-312026-04-21

VSS VANGUARD INTL EQUITY INDEX F12.8K shares-8.08%2026-03-312026-04-21

MANH MANHATTAN ASSOCIATES INC13.8K shares-5.48%2026-03-312026-04-21

TEVA TEVA PHARMACEUTICAL INDS LTD60.4K shares18.63%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC5.3K shares13.38%2026-03-312026-04-21

GILD GILEAD SCIENCES INC12.8K shares0.93%2026-03-312026-04-21

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NSIT INSIGHT ENTERPRISES INC26.3K shares-9.30%2026-03-312026-04-21

SAIC SCIENCE APPLICATIONS INTL CO18.4K shares3.29%2026-03-312026-04-21

IWC ISHARES TR10.9K shares0.05%2026-03-312026-04-21

CPRT COPART INC50.6K shares-9.67%2026-03-312026-04-21

LLY ELI LILLY & CO1.8K shares4.97%2026-03-312026-04-21

CAT CATERPILLAR INC2.3K shares-0.44%2026-03-312026-04-21

MLR MILLER INDS INC TENN35.1K shares-0.76%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC15.8K shares4.70%2026-03-312026-04-21

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DOV DOVER CORP7.3K shares492.36%2026-03-312026-04-21

CL COLGATE PALMOLIVE CO17.6K shares4.48%2026-03-312026-04-21

PAYX PAYCHEX INC15.8K shares-5.40%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-21

MBB ISHARES TR14.8K shares-2.46%2026-03-312026-04-21

RJF RAYMOND JAMES FINL INC9.7K shares19.55%2026-03-312026-04-21

CHKP CHECK POINT SOFTWARE TECH LT9.8K shares39.36%2026-03-312026-04-21

VOE VANGUARD INDEX FDS7.5K shares7.52%2026-03-312026-04-21

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PB PROSPERITY BANCSHARES INC20.1K shares5.69%2026-03-312026-04-21

IQLT ISHARES TR29.1K shares-2.61%2026-03-312026-04-21

SYNA SYNAPTICS INC18.7K shares-8.76%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR40.8K shares2.63%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR43.3K shares-0.12%2026-03-312026-04-21

VTI VANGUARD INDEX FDS3.9K shares17.81%2026-03-312026-04-21

ABBV ABBVIE INC5.6K shares-4.44%2026-03-312026-04-21

LDOS LEIDOS HOLDINGS INC7.8K shares35.26%2026-03-312026-04-21

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WEX WEX INC7.9K shares-5.32%2026-03-312026-04-21

VBR VANGUARD INDEX FDS5.5K shares-0.38%2026-03-312026-04-21

CNK CINEMARK HLDGS INC41.8K shares80.13%2026-03-312026-04-21

BROADCOM INC BROADCOM INC3.8K shares23.73%2026-03-312026-04-21

TNET TRINET GROUP INC32.7K shares-6.69%2026-03-312026-04-21

LKQ LKQ CORP40.3K shares-6.93%2026-03-312026-04-21

JKHY HENRY JACK & ASSOC INC7.4K shares72.03%2026-03-312026-04-21

PYPL PAYPAL HLDGS INC26.0K shares-8.61%2026-03-312026-04-21

Sponsored

QLYS QUALYS INC12.8K shares-14.07%2026-03-312026-04-21

AMKR AMKOR TECHNOLOGY INC24.6K shares-72.60%2026-03-312026-04-21

TFX TELEFLEX INCORPORATED9.1K shares7.19%2026-03-312026-04-21

IWV ISHARES TR2.9K shares-8.18%2026-03-312026-04-21

FIS FIDELITY NATL INFORMATION SV22.6K shares-8.14%2026-03-312026-04-21

TGT TARGET CORP8.5K shares-19.21%2026-03-312026-04-21

HON HONEYWELL INTL INC4.6K shares0.20%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T1.5K shares1.25%2026-03-312026-04-21

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WSO WATSCO INC2.7K shares-11.65%2026-03-312026-04-21

ITOT ISHARES TR6.5K shares-1.48%2026-03-312026-04-21

TTC TORO CO9.9K shares13.13%2026-03-312026-04-21

MCD MCDONALDS CORP2.9K shares-0.03%2026-03-312026-04-21

SGOV ISHARES TR8.6K shares5.81%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP1.3K shares0.00%2026-03-312026-04-21

KO COCA COLA CO11.2K shares-1.95%2026-03-312026-04-21

FORTY FORMULA SYSTEMS 1985 LTD7.7K shares0.00%2026-03-312026-04-21

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TROW PRICE T ROWE GROUP INC9.1K shares-6.43%2026-03-312026-04-21

DORM DORMAN PRODS INC7.8K shares12.64%2026-03-312026-04-21

EPAM EPAM SYS INC5.6K shares-6.44%2026-03-312026-04-21

ZTS ZOETIS INC6.2K shares64.44%2026-03-312026-04-21

IDXX IDEXX LABS INC1.3K shares0.00%2026-03-312026-04-21

IWO ISHARES TR2.3K shares0.26%2026-03-312026-04-21

XSHQ INVESCO EXCH TRADED FD TR II17.0K shares0.29%2026-03-312026-04-21

NFLX NETFLIX INC.7.4K shares89.80%2026-03-312026-04-21

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PERI PERION NETWORK LTD68.1K shares0.00%2026-03-312026-04-21

EBAY EBAY INC.7.4K shares37.07%2026-03-312026-04-21

LINDE PLC LINDE PLC1.3K shares26.83%2026-03-312026-04-21

ETHA ISHARES ETHEREUM TR40.0K shares138.05%2026-03-312026-04-21

EFV ISHARES TR8.4K shares-3.32%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR23.5K shares-4.14%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP5.1K shares0.12%2026-03-312026-04-21

ALB ALBEMARLE CORP3.3K shares-8.84%2026-03-312026-04-21

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NSC NORFOLK SOUTHN CORP2.0K shares-3.21%2026-03-312026-04-21

PSX PHILLIPS 663.1K shares-2.43%2026-03-312026-04-21

T AT&T INC19.2K shares18.95%2026-03-312026-04-21

AFL AFLAC INC5.0K shares0.00%2026-03-312026-04-21

AKAM AKAMAI TECHNOLOGIES INC4.8K shares-19.89%2026-03-312026-04-21

DE DEERE & CO962 shares44.01%2026-03-312026-04-21

BA BOEING CO2.7K shares121.60%2026-03-312026-04-21

QARP DBX ETF TR9.0K shares-5.33%2026-03-312026-04-21

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CB CHUBB LTD SWITZ1.6K shares81.36%2026-03-312026-04-21

SO SOUTHERN CO5.2K shares1.98%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC594 shares3.66%2026-03-312026-04-21

MPC MARATHON PETE CORP2.0K shares0.30%2026-03-312026-04-21

VO VANGUARD INDEX FDS1.7K shares0.54%2026-03-312026-04-21

IVOV VANGUARD ADMIRAL FDS INC4.7K sharesnew addition2026-03-312026-04-21

TDG TRANSDIGM GROUP INC413 shares31.11%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS2.2K shares146.40%2026-03-312026-04-21

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VYM VANGUARD WHITEHALL FDS3.2K shares0.67%2026-03-312026-04-21

SBUX STARBUCKS CORP5.2K shares-9.59%2026-03-312026-04-21

EFA ISHARES TR4.8K shares-0.02%2026-03-312026-04-21

CASS CASS INFORMATION SYS INC10.3K shares-15.04%2026-03-312026-04-21

ASML ASML HLDG NV342 shares92.13%2026-03-312026-04-21

IWM ISHARES TR1.8K shares0.06%2026-03-312026-04-21

IVOG VANGUARD ADMIRAL FDS INC3.4K sharesnew addition2026-03-312026-04-21

LULU LULULEMON ATHLETICA INC2.7K shares29.73%2026-03-312026-04-21

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MORN MORNINGSTAR INC2.5K sharesnew addition2026-03-312026-04-21

EMN EASTMAN CHEM CO5.4K shares-32.50%2026-03-312026-04-21

BDX BECTON DICKINSON & CO2.6K shares0.00%2026-03-312026-04-21

EFG ISHARES TR3.6K shares-0.64%2026-03-312026-04-21

SDY SPDR SERIES TRUST2.7K shares0.00%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO6.4K shares-15.01%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP2.1K shares-5.01%2026-03-312026-04-21

AOR ISHARES TR5.7K sharesnew addition2026-03-312026-04-21

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ITIC INVESTORS TITLE CO NC1.6K shares0.18%2026-03-312026-04-21

EZU ISHARES INC5.7K shares0.00%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC7.0K shares13.10%2026-03-312026-04-21

AMP AMERIPRISE FINL INC787 shares78.05%2026-03-312026-04-21

EA ELECTRONIC ARTS INC1.7K shares0.18%2026-03-312026-04-21

MMM 3M CO2.4K shares0.08%2026-03-312026-04-21

IBN ICICI BANK LIMITED13.3K shares0.00%2026-03-312026-04-21

IEUS ISHARES TR5.2K shares0.00%2026-03-312026-04-21

Sponsored

TSLA TESLA INC918 shares8.00%2026-03-312026-04-21

EEM ISHARES TR5.9K shares0.00%2026-03-312026-04-21

GLD SPDR GOLD TR779 shares29.83%2026-03-312026-04-21

CBRE CBRE GROUP INC2.5K shares0.16%2026-03-312026-04-21

WSM WILLIAMS SONOMA INC1.8K shares-10.80%2026-03-312026-04-21

EPI WISDOMTREE TR8.1K shares0.00%2026-03-312026-04-21

EWO ISHARES INC9.2K shares0.00%2026-03-312026-04-21

IWR ISHARES TR3.3K shares0.93%2026-03-312026-04-21

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SXT SENSIENT TECHNOLOGIES CORP3.6K shares-15.21%2026-03-312026-04-21

AIG AMERICAN INTL GROUP INC4.2K shares0.87%2026-03-312026-04-21

AOM ISHARES TR6.4K sharesnew addition2026-03-312026-04-21

AIT APPLIED INDL TECHNOLOGIES IN1.1K shares0.09%2026-03-312026-04-21

GEV GE VERNOVA INC348 shares5.14%2026-03-312026-04-21

PFE PFIZER INC10.6K shares-2.75%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC5.1K shares-1.10%2026-03-312026-04-21

SMIN ISHARES TR4.9K shares0.00%2026-03-312026-04-21

Sponsored

UNP UNION PAC CORP1.2K shares-2.44%2026-03-312026-04-21

STT STATE STR CORP2.3K shares-2.60%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE1.0K shares-11.58%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS6.2K shares5.57%2026-03-312026-04-21

VB VANGUARD INDEX FDS1.1K shares4.03%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.1K shares0.00%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC755 shares9.58%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC1.6K shares-5.15%2026-03-312026-04-21

Sponsored

MS MORGAN STANLEY1.6K shares2.63%2026-03-312026-04-21

IWS ISHARES TR1.8K shares0.00%2026-03-312026-04-21

TOTALENERGIES SE TOTALENERGIES SE2.8K shares39.68%2026-03-312026-04-21

PWR QUANTA SVCS INC455 shares0.66%2026-03-312026-04-21

SHOP SHOPIFY INC2.0K shares10.10%2026-03-312026-04-21

EWP ISHARES INC4.4K shares0.00%2026-03-312026-04-21

XEL XCEL ENERGY INC3.0K shares1.41%2026-03-312026-04-21

HCA HCA HEALTHCARE INC491 shares0.20%2026-03-312026-04-21

Sponsored

CENCORA INC CENCORA INC734 shares0.27%2026-03-312026-04-21

ONEQ FIDELITY COMWLTH TR2.7K shares0.04%2026-03-312026-04-21

LOW LOWES COS INC946 shares20.05%2026-03-312026-04-21

SCZ ISHARES TR2.9K shares0.00%2026-03-312026-04-21

HEI HEICO CORP NEW792 shares0.00%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC1.9K shares4.37%2026-03-312026-04-21

BN BROOKFIELD CORP5.4K sharesnew addition2026-03-312026-04-21

GIS GENERAL MILLS INC5.8K shares-36.81%2026-03-312026-04-21

Sponsored

WAB WABTEC865 shares86400.00%2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.2K shares-18.83%2026-03-312026-04-21

CLX CLOROX CO DEL2.1K shares-27.64%2026-03-312026-04-21

KMB KIMBERLY-CLARK CORP2.2K shares-8.72%2026-03-312026-04-21

NVS NOVARTIS AG1.3K shares2.68%2026-03-312026-04-21

CTAS CINTAS CORP1.2K shares0.51%2026-03-312026-04-21

MFC MANULIFE FINL CORP5.9K shares143.79%2026-03-312026-04-21

DELL DELL TECHNOLOGIES INC1.2K shares0.08%2026-03-312026-04-21

Sponsored

DTE DTE ENERGY CO1.4K shares0.22%2026-03-312026-04-21

TMUS T-MOBILE US INC924 shares-1.70%2026-03-312026-04-21

DGRO ISHARES TR2.7K shares0.00%2026-03-312026-04-21

YUM YUM BRANDS INC1.2K shares-15.95%2026-03-312026-04-21

VOOG VANGUARD ADMIRAL FDS INC464 shares0.00%2026-03-312026-04-21

IR INGERSOLL RAND INC2.3K shares-17.26%2026-03-312026-04-21

ISCF ISHARES TR4.4K shares0.00%2026-03-312026-04-21

VLO VALERO ENERGY CORP727 shares0.83%2026-03-312026-04-21

Sponsored

NVO NOVO-NORDISK A S4.9K shares-29.00%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC1.4K shares-25.01%2026-03-312026-04-21

AIVI WISDOMTREE TR3.3K shares-0.03%2026-03-312026-04-21

PPG PPG INDS INC1.6K sharesnew addition2026-03-312026-04-21

INFY INFOSYS LTD12.6K shares0.00%2026-03-312026-04-21

IBKR INTERACTIVE BROKERS GROUP IN2.5K shares0.00%2026-03-312026-04-21

AEM AGNICO EAGLE MINES LTD821 shares-40.64%2026-03-312026-04-21

FNDX SCHWAB STRATEGIC TR6.0K shares0.00%2026-03-312026-04-21

Sponsored

ISRG INTUITIVE SURGICAL INC359 shares13.61%2026-03-312026-04-21

TE CONNECTIVITY PLC TE CONNECTIVITY PLC790 shares-23.75%2026-03-312026-04-21

MO ALTRIA GROUP INC2.4K shares-14.73%2026-03-312026-04-21

CMG CHIPOTLE MEXICAN GRILL INC5.0K shares0.00%2026-03-312026-04-21

SHY ISHARES TR1.9K shares0.00%2026-03-312026-04-21

NEE NEXTERA ENERGY INC1.7K shares-19.02%2026-03-312026-04-21

ASTRAZENECA PLC ASTRAZENECA PLC800 sharesnew addition2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC1.3K shares4.14%2026-03-312026-04-21

Sponsored

WELL WELLTOWER INC776 shares0.13%2026-03-312026-04-21

OTIS OTIS WORLDWIDE CORP2.0K shares-5.47%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.1K shares24.42%2026-03-312026-04-21

SPYI NEOS ETF TRUST2.9K shares8.53%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F1.0K shares3.49%2026-03-312026-04-21

BBVA BANCO BILBAO VIZCAYA ARGENTA6.4K shares0.66%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.9K shares0.00%2026-03-312026-04-21

JBHT HUNT J B TRANS SVCS INC634 shares0.00%2026-03-312026-04-21

Sponsored

SU SUNCOR ENERGY INC NEW2.0K shares0.00%2026-03-312026-04-21

INTC INTEL CORP3.0K shares16.39%2026-03-312026-04-21

RDN RADIAN GROUP INC3.9K shares0.05%2026-03-312026-04-21

COP CONOCOPHILLIPS972 shares0.00%2026-03-312026-04-21

BALL BALL CORP2.2K shares0.14%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC305 shares0.00%2026-03-312026-04-21

NKE NIKE INC2.4K shares0.21%2026-03-312026-04-21

TWLO TWILIO INC990 shares-32.15%2026-03-312026-04-21

Sponsored

IEI ISHARES TR1.0K shares0.00%2026-03-312026-04-21

ED CONSOLIDATED EDISON INC1.1K shares0.09%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC761 shares13.92%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC458 shares-46.93%2026-03-312026-04-21

JCI JOHNSON CONTROLS INTERNATION907 shares13.80%2026-03-312026-04-21

DLR DIGITAL RLTY TR INC657 shares9.14%2026-03-312026-04-21

ETFS GOLD TR ETFS GOLD TR2.6K shares0.00%2026-03-312026-04-21

ES EVERSOURCE ENERGY1.7K shares0.00%2026-03-312026-04-21

Sponsored

QGRO AMERICAN CENTY ETF TR1.1K shares0.00%2026-03-312026-04-21

BOKF BOK FINL CORP875 shares0.00%2026-03-312026-04-21

VCIT VANGUARD SCOTTSDALE FDS1.3K sharesnew addition2026-03-312026-04-21

PAPR INNOVATOR ETFS TRUST2.8K shares0.00%2026-03-312026-04-21

AZO AUTOZONE INC32 shares433.33%2026-03-312026-04-21

CINF CINCINNATI FINL CORP674 shares0.45%2026-03-312026-04-21

QCOM QUALCOMM INC816 shares-4.90%2026-03-312026-04-21

BMI BADGER METER INC689 shares-10.87%2026-03-312026-04-21

Sponsored

VEU VANGUARD INTL EQUITY INDEX F1.4K shares0.15%2026-03-312026-04-21

EBF ENNIS INC4.8K shares0.48%2026-03-312026-04-21

COYA COYA THERAPEUTICS INC26.2K shares0.00%2026-03-312026-04-21

HWM HOWMET AEROSPACE INC439 shares330.39%2026-03-312026-04-21

VGT VANGUARD WORLD FD144 shares-21.74%2026-03-312026-04-21

PFG PRINCIPAL FINANCIAL GROUP IN1.1K shares0.00%2026-03-312026-04-21

WDC WESTERN DIGITAL CORP357 shares9.17%2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO301 shares242.05%2026-03-312026-04-21

Sponsored

ETR ENTERGY CORP NEW854 shares-23.34%2026-03-312026-04-21

LOGI LOGITECH INTL S A1.0K shares0.00%2026-03-312026-04-21

RFG INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2026-03-312026-04-21

MAS MASCO CORP1.6K shares36.06%2026-03-312026-04-21

VIGI VANGUARD WHITEHALL FDS1.1K shares-10.45%2026-03-312026-04-21

PAC GRUPO AEROPORTUNARIO DEL PAC377 shares0.00%2026-03-312026-04-21

PEG PUBLIC SVC ENTERPRISE GROUP1.1K shares0.70%2026-03-312026-04-21

RELX RELX PLC2.8K sharesnew addition2026-03-312026-04-21

Sponsored

EWA ISHARES INC3.3K shares0.00%2026-03-312026-04-21

DTM DT MIDSTREAM INC679 shares0.00%2026-03-312026-04-21

SPIB SPDR SERIES TRUST2.7K sharesnew addition2026-03-312026-04-21

ZD ZIFF DAVIS INC2.2K shares-24.44%2026-03-312026-04-21

NOBL PROSHARES TR848 shares0.47%2026-03-312026-04-21

STN STANTEC INC1.0K shares0.00%2026-03-312026-04-21

KOF COCA-COLA FEMSA SAB DE CV908 shares0.00%2026-03-312026-04-21

TY TRI CONTL CORP2.8K shares0.00%2026-03-312026-04-21

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CWT CALIFORNIA WTR SVC GROUP1.9K shares-5.86%2026-03-312026-04-21

SPG SIMON PPTY GROUP INC NEW457 shares1.56%2026-03-312026-04-21

HII HUNTINGTON INGALLS INDS INC224 shares0.00%2026-03-312026-04-21

BMRN BIOMARIN PHARMACEUTICAL INC1.5K shares0.00%2026-03-312026-04-21

THOMSON REUTERS CORP THOMSON REUTERS CORP933 shares7.49%2026-03-312026-04-21

BALT INNOVATOR ETFS TRUST2.5K shares0.00%2026-03-312026-04-21

IXUS ISHARES TR966 shares0.00%2026-03-312026-04-21

PPA INVESCO EXCHANGE TRADED FD T501 shares0.00%2026-03-312026-04-21

Sponsored

SPAB SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-04-21

FAF FIRST AMERN FINL CORP1.3K shares-35.63%2026-03-312026-04-21

JBL JABIL INC300 shares0.00%2026-03-312026-04-21

CARR CARRIER GLOBAL CORPORATION1.4K shares136.41%2026-03-312026-04-21

F FORD MTR CO6.9K shares0.59%2026-03-312026-04-21

FLS FLOWSERVE CORP1.1K sharesnew addition2026-03-312026-04-21

D DOMINION ENERGY INC1.3K shares1.78%2026-03-312026-04-21

PDI PIMCO DYNAMIC INCOME FD4.5K sharesnew addition2026-03-312026-04-21

Sponsored

SNDK SANDISK CORP121 shares12.04%2026-03-312026-04-21

FUTY FIDELITY COVINGTON TRUST1.3K shares0.00%2026-03-312026-04-21

NATWEST GROUP PLC NATWEST GROUP PLC5.1K sharesnew addition2026-03-312026-04-21

FNDF SCHWAB STRATEGIC TR1.5K shares0.00%2026-03-312026-04-21

VRTX VERTEX PHARMACEUTICALS INC168 shares34.40%2026-03-312026-04-21

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC970 shares-14.31%2026-03-312026-04-21

EIX EDISON INTL1.0K shares0.80%2026-03-312026-04-21

SEIC SEI INVTS CO926 sharesnew addition2026-03-312026-04-21

Sponsored

MSI MOTOROLA SOLUTIONS INC167 shares-1.76%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR2.9K shares0.00%2026-03-312026-04-21

HLT HILTON WORLDWIDE HLDGS INC235 shares117.59%2026-03-312026-04-21

NOW SERVICENOW INC673 shares-12.37%2026-03-312026-04-21

SCHG

SCHWAB STRATEGIC TR

0.51%

Shares1.5M

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-0.48%

Shares162.3K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

2.76%

Shares119.7K

Event2026-03-31

Filed2026-04-21

IDV

ISHARES TR

0.57%

Shares759.9K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

-0.46%

Shares504.5K

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

0.04%

Shares1.3M

Event2026-03-31

Filed2026-04-21

MDYG

SPDR SERIES TRUST

1.84%

Shares330.1K

Event2026-03-31

Filed2026-04-21

SCHV

SCHWAB STRATEGIC TR

1.85%

Shares1.0M

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

0.88%

Shares309.5K

Event2026-03-31

Filed2026-04-21

FNDC

SCHWAB STRATEGIC TR

0.81%

Shares600.2K

Event2026-03-31

Filed2026-04-21

FLGB

FRANKLIN TEMPLETON ETF TR

2.54%

Shares800.2K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

1.22%

Shares73.2K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

1.72%

Shares55.9K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-1.49%

Shares90.9K

Event2026-03-31

Filed2026-04-21

ESE

ESCO TECHNOLOGIES INC

-1.64%

Shares93.8K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

-1.63%

Shares126.6K

Event2026-03-31

Filed2026-04-21

MDYV

SPDR SERIES TRUST

1.21%

Shares285.1K

Event2026-03-31

Filed2026-04-21

SLYG

SPDR SERIES TRUST

0.63%

Shares249.8K

Event2026-03-31

Filed2026-04-21

EME

EMCOR GROUP INC

-3.23%

Shares31.9K

Event2026-03-31

Filed2026-04-21

IJS

ISHARES TR

-0.10%

Shares197.1K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

-0.45%

Shares144.0K

Event2026-03-31

Filed2026-04-21

IJT

ISHARES TR

-0.03%

Shares157.6K

Event2026-03-31

Filed2026-04-21

SCHC

SCHWAB STRATEGIC TR

-0.07%

Shares477.8K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

-0.64%

Shares52.3K

Event2026-03-31

Filed2026-04-21

IVW

ISHARES TR

-1.76%

Shares196.1K

Event2026-03-31

Filed2026-04-21

TDY

TELEDYNE TECHNOLOGIES INC

-0.22%

Shares36.0K

Event2026-03-31

Filed2026-04-21

ROK

ROCKWELL AUTOMATION INC

2.53%

Shares58.0K

Event2026-03-31

Filed2026-04-21

IVE

ISHARES TR

-0.78%

Shares96.0K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-0.67%

Shares158.0K

Event2026-03-31

Filed2026-04-21

SPYG

SPDR SERIES TRUST

0.84%

Shares200.4K

Event2026-03-31

Filed2026-04-21

LECO

LINCOLN ELEC HLDGS INC

-0.27%

Shares77.3K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

-0.41%

Shares78.6K

Event2026-03-31

Filed2026-04-21

IWD

ISHARES TR

-0.76%

Shares88.0K

Event2026-03-31

Filed2026-04-21

CURTISS WRIGHT CORP

-10.85%

Shares26.6K

Event2026-03-31

Filed2026-04-21

AME

AMETEK INC

2.03%

Shares83.0K

Event2026-03-31

Filed2026-04-21

ULTA

ULTA BEAUTY INC

1.42%

Shares33.0K

Event2026-03-31

Filed2026-04-21

SLYV

SPDR SERIES TRUST

0.95%

Shares181.8K

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS CO

1.98%

Shares56.7K

Event2026-03-31

Filed2026-04-21

HLI

HOULIHAN LOKEY INC

-0.04%

Shares118.8K

Event2026-03-31

Filed2026-04-21

MCK

MCKESSON CORP

2.26%

Shares19.1K

Event2026-03-31

Filed2026-04-21

ADI

ANALOG DEVICES INC

1.55%

Shares51.2K

Event2026-03-31

Filed2026-04-21