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The Analysis of Gibbs Wealth Management's Holdings & P&L

Currently, Gibbs Wealth Management holds 430 types of securities in its portfolio with a total value $759.0M. In the most recent quarter, they have increased their positions in SPYG (+225.4K shares, valued at $22.1M), SPDW (+399.6K shares, valued at $18.2M), SPYV (+245.8K shares, valued at $13.9M); decreased their positions in MA (-1.0K shares, valued at $518.7K), AEM (-2.3K shares, valued at $476.6K), N/A (-1.2K shares, valued at $397.3K); initiated new positions in ADI (+29.6K shares, valued at $9.4M), COST (+4.1K shares, valued at $4.0M), BRK.A (+4 shares, valued at $2.9M).

1M P&L

+19.0M+2.53%

3M P&L

+15.5M+2.06%

HY P&L

+37.1M+5.07%

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/A312.8M

44.1%

2Semiconductors36.9M

5.2%

3Software - Infrastructure22.9M

3.2%

Top Industries by Stock Count

1N/A84 stocks

21.2%

2Software - Application14 stocks

3.5%

3Software - Infrastructure11 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYG SPDR SERIES TRUST393.8K shares133.94%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS715.1K shares126.66%2026-03-312026-05-13

SPYV SPDR SERIES TRUST434.7K shares130.10%2026-03-312026-05-13

SHYG ISHARES TR518.5K shares84.12%2026-03-312026-05-13

NVDA NVIDIA CORPORATION116.4K shares173.74%2026-03-312026-05-13

GOVT ISHARES TR853.8K shares60.94%2026-03-312026-05-13

SPMB SPDR SERIES TRUST843.4K shares84.78%2026-03-312026-05-13

SPTL SPDR SERIES TRUST599.8K shares79.16%2026-03-312026-05-13

Sponsored

VCIT VANGUARD SCOTTSDALE FDS189.5K shares66.98%2026-03-312026-05-13

SPSM SPDR SERIES TRUST270.0K shares132.23%2026-03-312026-05-13

SECT NORTHERN LTS FD TR IV212.2K shares23.32%2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS247.5K shares120.90%2026-03-312026-05-13

MSFT MICROSOFT CORP29.6K shares73.32%2026-03-312026-05-13

AAPL APPLE INC41.9K shares116.25%2026-03-312026-05-13

AMZN AMAZON COM INC48.2K shares54.06%2026-03-312026-05-13

ALPHABET INC ALPHABET INC34.7K shares134.18%2026-03-312026-05-13

Sponsored

ADI ANALOG DEVICES INC29.6K sharesnew addition2026-03-312026-05-13

BIL SPDR SERIES TRUST100.5K shares43.61%2026-03-312026-05-13

META META PLATFORMS INC14.4K shares296.26%2026-03-312026-05-13

TSLA TESLA INC22.1K shares234.40%2026-03-312026-05-13

SPSB SPDR SERIES TRUST240.2K shares59.00%2026-03-312026-05-13

V VISA INC23.6K shares75.17%2026-03-312026-05-13

AMAT APPLIED MATLS INC17.9K shares359.98%2026-03-312026-05-13

ALPHABET INC ALPHABET INC21.2K shares74.44%2026-03-312026-05-13

Sponsored

ORCL ORACLE CORP40.5K shares58.18%2026-03-312026-05-13

BROADCOM INC BROADCOM INC18.7K shares64.69%2026-03-312026-05-13

JQUA J P MORGAN EXCHANGE TRADED F92.5K shares114.53%2026-03-312026-05-13

BA BOEING CO28.2K shares214.30%2026-03-312026-05-13

NFLX NETFLIX INC.57.1K shares312.98%2026-03-312026-05-13

LLY ELI LILLY & CO5.9K shares4.98%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC96.2K shares59.92%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO15.2K shares187.28%2026-03-312026-05-13

Sponsored

USHY ISHARES TR112.7K shares53.73%2026-03-312026-05-13

SHOP SHOPIFY INC34.6K shares31.97%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION4.1K sharesnew addition2026-03-312026-05-13

SLYG SPDR SERIES TRUST41.7K shares141.37%2026-03-312026-05-13

JAAA JANUS DETROIT STR TR73.5K shares96.49%2026-03-312026-05-13

GLD SPDR GOLD TR8.5K shares124.62%2026-03-312026-05-13

CRM SALESFORCE INC19.1K shares249.01%2026-03-312026-05-13

CVX CHEVRON CORPORATION17.1K shares112.92%2026-03-312026-05-13

Sponsored

MCD MCDONALDS CORP11.0K shares252.42%2026-03-312026-05-13

RTX RTX CORPORATION17.0K shares19.47%2026-03-312026-05-13

IVV ISHARES TR5.0K shares151.87%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC18.3K shares110.43%2026-03-312026-05-13

STRL STERLING INFRASTRUCTURE INC7.3K shares95.71%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL4 sharesnew addition2026-03-312026-05-13

VRTX VERTEX PHARMACEUTICALS INC5.6K shares357.25%2026-03-312026-05-13

DIS DISNEY WALT CO26.1K shares111.80%2026-03-312026-05-13

Sponsored

WFC WELLS FARGO & CO31.6K shares74.75%2026-03-312026-05-13

MA MASTERCARD INCORPORATED5.0K shares-17.11%2026-03-312026-05-13

JBBB JANUS DETROIT STR TR53.0K shares58.78%2026-03-312026-05-13

RY ROYAL BK CDA15.2K shares29.67%2026-03-312026-05-13

ABBV ABBVIE INC11.2K shares178.46%2026-03-312026-05-13

STZ CONSTELLATION BRANDS INC15.8K shares183.89%2026-03-312026-05-13

BAC BANK AMERICA CORP48.4K shares124.59%2026-03-312026-05-13

MNST MONSTER BEVERAGE CORP NEW32.0K shares300.44%2026-03-312026-05-13

Sponsored

CSCO CISCO SYS INC28.9K shares27.61%2026-03-312026-05-13

SBUX STARBUCKS CORP24.7K shares30.52%2026-03-312026-05-13

CVS CVS HEALTH CORP30.4K shares109.96%2026-03-312026-05-13

WMB WILLIAMS COS INC29.3K shares67.33%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON8.7K shares37.67%2026-03-312026-05-13

T AT&T INC72.7K shares323.10%2026-03-312026-05-13

NVS NOVARTIS AG13.8K shares331.93%2026-03-312026-05-13

LOW LOWES COS INC8.8K shares122.53%2026-03-312026-05-13

Sponsored

EPAM EPAM SYS INC15.3K shares229.18%2026-03-312026-05-13

AMT AMERICAN TOWER CORP12.0K shares102.68%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.3K shares21.90%2026-03-312026-05-13

JMBS JANUS DETROIT STR TR45.4K shares-3.41%2026-03-312026-05-13

XOM EXXON MOBIL CORP11.8K shares57.75%2026-03-312026-05-13

CAT CATERPILLAR INC2.8K shares131.72%2026-03-312026-05-13

SHEL SHELL PLC21.4K shares148.99%2026-03-312026-05-13

PEP PEPSICO INC12.6K shares19.10%2026-03-312026-05-13

Sponsored

CSMD PROFESIONALLY MANAGED PORTFO61.9K shares-1.96%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC31.9K shares49.19%2026-03-312026-05-13

THE CIGNA GROUP THE CIGNA GROUP7.0K shares137.31%2026-03-312026-05-13

AME AMETEK INC8.6K shares74.52%2026-03-312026-05-13

MS MORGAN STANLEY11.1K shares103.75%2026-03-312026-05-13

AES AES CORP129.4K shares102.77%2026-03-312026-05-13

PCG PG&E CORP103.0K shares103.50%2026-03-312026-05-13

REGN REGENERON PHARMACEUTICALS2.3K shares326.25%2026-03-312026-05-13

Sponsored

CW CURTISS WRIGHT CORP2.6K shares16.38%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC15.4K shares96.90%2026-03-312026-05-13

ADSK AUTODESK INC7.3K shares271.79%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS27.0K shares393.72%2026-03-312026-05-13

NOW SERVICENOW INC16.5K shares57.80%2026-03-312026-05-13

BIZD VANECK ETF TRUST133.6K shares95.03%2026-03-312026-05-13

GLW CORNING INC12.5K shares49.69%2026-03-312026-05-13

CSX CSX CORP41.0K shares115.16%2026-03-312026-05-13

Sponsored

SPY STATE STR SPDR S&P 500 ETF T2.6K shares20.16%2026-03-312026-05-13

AIG AMERICAN INTL GROUP INC22.0K shares147.73%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC3.6K shares58.72%2026-03-312026-05-13

WMT WALMART INC13.2K shares55.51%2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC8.3K sharesnew addition2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO26.9K shares107.89%2026-03-312026-05-13

AEM AGNICO EAGLE MINES LTD8.0K shares-22.61%2026-03-312026-05-13

ASML ASML HLDG NV1.2K shares-3.75%2026-03-312026-05-13

Sponsored

GWX SPDR INDEX SHS FDS38.3K sharesnew addition2026-03-312026-05-13

UNILEVER PLC UNILEVER PLC28.3K shares50.62%2026-03-312026-05-13

RMBS RAMBUS INC DEL18.2K shares64.08%2026-03-312026-05-13

SNA SNAP ON INC4.3K shares528.55%2026-03-312026-05-13

FTI TECHNIPFMC PLC22.6K shares21.02%2026-03-312026-05-13

MOD MODINE MFG CO7.0K shares65.16%2026-03-312026-05-13

MSCI MSCI INC2.8K shares-14.67%2026-03-312026-05-13

NOVT NOVANTA INC12.8K shares156.53%2026-03-312026-05-13

Sponsored

TMO THERMO FISHER SCIENTIFIC INC3.1K shares300.78%2026-03-312026-05-13

IDCC INTERDIGITAL INC5.0K shares64.91%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC12.5K shares147.20%2026-03-312026-05-13

BARRICK MNG CORP BARRICK MNG CORP36.8K shares106.98%2026-03-312026-05-13

PHYL PGIM ETF TR43.2K shares-5.10%2026-03-312026-05-13

MPC MARATHON PETE CORP5.9K shares83.16%2026-03-312026-05-13

NVO NOVO-NORDISK A S39.3K shares115.69%2026-03-312026-05-13

BOOT BOOT BARN HLDGS INC9.7K shares102.03%2026-03-312026-05-13

Sponsored

KO COCA COLA CO18.4K shares171.82%2026-03-312026-05-13

MOG.A MOOG INC4.7K shares62.53%2026-03-312026-05-13

UFPT UFP TECHNOLOGIES INC7.0K shares99.63%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC14.8K shares-1.76%2026-03-312026-05-13

PJT PJT PARTNERS INC9.2K shares90.43%2026-03-312026-05-13

MUB ISHARES TR12.1K shares42.40%2026-03-312026-05-13

RGEN REPLIGEN CORP10.7K shares99.87%2026-03-312026-05-13

NPO ENPRO INC5.0K shares63.82%2026-03-312026-05-13

Sponsored

DE DEERE & CO2.2K sharesnew addition2026-03-312026-05-13

HD HOME DEPOT INC3.7K shares121.60%2026-03-312026-05-13

THC TENET HEALTHCARE CORP6.5K shares81.59%2026-03-312026-05-13

HLI HOULIHAN LOKEY INC8.4K shares-3.98%2026-03-312026-05-13

EQNR EQUINOR ASA28.2K sharesnew addition2026-03-312026-05-13

UTI UNIVERSAL TECHNICAL INST INC32.9K shares66.27%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9.0K shares8.44%2026-03-312026-05-13

PRIM PRIMORIS SVCS CORP8.3K shares26.70%2026-03-312026-05-13

Sponsored

COP CONOCOPHILLIPS8.9K shares1.85%2026-03-312026-05-13

MPWR MONOLITHIC PWR SYS INC1.1K shares16.26%2026-03-312026-05-13

NEM NEWMONT CORP10.6K shares10.83%2026-03-312026-05-13

TOTALENERGIES SE TOTALENERGIES SE12.5K shares276.40%2026-03-312026-05-13

LMAT LEMAITRE VASCULAR INC10.3K shares55.21%2026-03-312026-05-13

TDY TELEDYNE TECHNOLOGIES INC1.9K shares11.30%2026-03-312026-05-13

ZTS ZOETIS INC9.5K shares-22.46%2026-03-312026-05-13

LUV SOUTHWEST AIRLS CO29.9K shares86.69%2026-03-312026-05-13

Sponsored

WAB WABTEC4.5K shares19.74%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP6.1K sharesnew addition2026-03-312026-05-13

LGND LIGAND PHARMACEUTICALS INC5.6K shares66.16%2026-03-312026-05-13

EAT BRINKER INTL INC7.8K shares67.41%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR1.9K shares93.23%2026-03-312026-05-13

AON PLC AON PLC3.3K shares-27.22%2026-03-312026-05-13

CNA CNA FINL CORP23.0K sharesnew addition2026-03-312026-05-13

MDLZ MONDELEZ INTL INC18.3K shares201.32%2026-03-312026-05-13

Sponsored

EME EMCOR GROUP INC1.4K shares-10.20%2026-03-312026-05-13

NVMI NOVA LTD2.4K shares0.46%2026-03-312026-05-13

ABCB AMERIS BANCORP13.4K shares62.87%2026-03-312026-05-13

EFV ISHARES TR14.0K sharesnew addition2026-03-312026-05-13

QCOM QUALCOMM INC8.1K shares31.99%2026-03-312026-05-13

LIVN LIVANOVA PLC16.1K sharesnew addition2026-03-312026-05-13

CSGP COSTAR GROUP INC25.4K shares149.28%2026-03-312026-05-13

EXPD EXPEDITORS INTL WASH INC7.0K shares295.61%2026-03-312026-05-13

Sponsored

SKY CHAMPION HOMES INC13.5K shares67.53%2026-03-312026-05-13

MET METLIFE INC14.1K shares99.70%2026-03-312026-05-13

NVT NVENT ELEC PLC8.4K shares203.58%2026-03-312026-05-13

ENB ENBRIDGE INC18.2K shares-3.40%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.9K shares-8.77%2026-03-312026-05-13

CNC CENTENE CORP DEL29.9K shares106.93%2026-03-312026-05-13

COOPER COS INC COOPER COS INC13.6K shares53.27%2026-03-312026-05-13

KEX KIRBY CORP7.3K shares64.11%2026-03-312026-05-13

Sponsored

CALX CALIX INC19.5K shares66.16%2026-03-312026-05-13

ROST ROSS STORES INC4.4K shares24.12%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC2.8K shares166.32%2026-03-312026-05-13

CARG CARGURUS INC27.7K shares63.73%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC6.4K shares33.65%2026-03-312026-05-13

TGTX TG THERAPEUTICS INC28.0K shares75.27%2026-03-312026-05-13

GILD GILEAD SCIENCES INC6.6K shares57.53%2026-03-312026-05-13

CME CME GROUP INC3.1K shares90.20%2026-03-312026-05-13

Sponsored

TILE INTERFACE INC36.8K shares62.46%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC4.5K shares36.32%2026-03-312026-05-13

BCPC BALCHEM CORP5.3K shares63.00%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP4.1K sharesnew addition2026-03-312026-05-13

VUG VANGUARD INDEX FDS2.0K shares298.01%2026-03-312026-05-13

AUB ATLANTIC UN BANKSHARES CORP24.3K shares64.15%2026-03-312026-05-13

SXT SENSIENT TECHNOLOGIES CORP10.0K shares64.18%2026-03-312026-05-13

CNI CANADIAN NATL RY CO8.4K sharesnew addition2026-03-312026-05-13

Sponsored

JBTM JBT MAREL CORPORATION6.7K shares65.70%2026-03-312026-05-13

SAP SAP SE5.0K shares-28.39%2026-03-312026-05-13

PFE PFIZER INC30.1K shares95.50%2026-03-312026-05-13

IDXX IDEXX LABS INC1.5K shares-22.84%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE3.0K shares194.44%2026-03-312026-05-13

SEIC SEI INVTS CO10.6K shares280.90%2026-03-312026-05-13

FSS FEDERAL SIGNAL CORP7.6K shares60.29%2026-03-312026-05-13

AVY AVERY DENNISON CORP4.8K sharesnew addition2026-03-312026-05-13

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.4K shares-20.60%2026-03-312026-05-13

PG PROCTER & GAMBLE CO5.7K shares97.61%2026-03-312026-05-13

ACIW ACI WORLDWIDE INC20.1K shares72.05%2026-03-312026-05-13

ING ING GROEP N.V.31.4K sharesnew addition2026-03-312026-05-13

BJ BJS WHSL CLUB HLDGS INC8.3K shares187.59%2026-03-312026-05-13

SLV ISHARES SILVER TR11.9K shares69.27%2026-03-312026-05-13

IWY ISHARES TR3.3K sharesnew addition2026-03-312026-05-13

WST WEST PHARMACEUTICAL SVSC INC3.2K shares14.78%2026-03-312026-05-13

Sponsored

SNPS SYNOPSYS INC2.0K shares7.51%2026-03-312026-05-13

MMSI MERIT MED SYS INC11.6K shares67.03%2026-03-312026-05-13

CVLT COMMVAULT SYS INC10.2K shares90.90%2026-03-312026-05-13

YUM YUM BRANDS INC5.1K sharesnew addition2026-03-312026-05-13

APH AMPHENOL CORP6.2K shares165.94%2026-03-312026-05-13

VRSK VERISK ANALYTICS INC4.1K shares37.12%2026-03-312026-05-13

SNY SANOFI SA16.2K sharesnew addition2026-03-312026-05-13

BP BP PLC16.6K sharesnew addition2026-03-312026-05-13

Sponsored

CB CHUBB LTD SWITZ2.4K sharesnew addition2026-03-312026-05-13

FIX COMFORT SYS USA INC563 shares56.39%2026-03-312026-05-13

AVAV AEROVIRONMENT INC4.2K shares70.54%2026-03-312026-05-13

CSW CSW INDUSTRIALS INC3.0K shares61.53%2026-03-312026-05-13

CMCSA COMCAST CORP NEW26.9K shares13.99%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC10.7K shares-8.97%2026-03-312026-05-13

BTI BRITISH AMERN TOB PLC13.1K sharesnew addition2026-03-312026-05-13

CASY CASEYS GEN STORES INC1.0K shares-25.56%2026-03-312026-05-13

Sponsored

VMI VALMONT INDS INC1.9K shares186.59%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F13.9K sharesnew addition2026-03-312026-05-13

IJH ISHARES TR11.0K shares140.49%2026-03-312026-05-13

IMAX IMAX CORP19.5K sharesnew addition2026-03-312026-05-13

SONY SONY GROUP CORP35.7K shares-12.09%2026-03-312026-05-13

HEI.A HEICO CORP NEW3.5K shares12.45%2026-03-312026-05-13

DAR DARLING INGREDIENTS INC11.7K sharesnew addition2026-03-312026-05-13

ODFL OLD DOMINION FREIGHT LINE IN3.7K shares21.36%2026-03-312026-05-13

Sponsored

MDYG SPDR SERIES TRUST7.5K shares160.27%2026-03-312026-05-13

ABT ABBOTT LABORATORIES6.9K shares-22.39%2026-03-312026-05-13

IEF ISHARES TR7.4K shares26.18%2026-03-312026-05-13

OXY OCCIDENTAL PETE CORP10.7K shares49.36%2026-03-312026-05-13

PEN PENUMBRA INC2.1K shares203.58%2026-03-312026-05-13

CHRW C H ROBINSON WORLDWIDE IN4.2K sharesnew addition2026-03-312026-05-13

BDX BECTON DICKINSON & CO4.4K shares-0.70%2026-03-312026-05-13

CXT CRANE NXT CO16.9K shares68.60%2026-03-312026-05-13

Sponsored

JPST J P MORGAN EXCHANGE TRADED F13.5K shares5.06%2026-03-312026-05-13

QUAL ISHARES TR3.5K shares28.88%2026-03-312026-05-13

VO VANGUARD INDEX FDS2.3K shares67.81%2026-03-312026-05-13

WMS ADVANCED DRAIN SYS INC DEL4.8K shares13.18%2026-03-312026-05-13

VCEL VERICEL CORP20.5K shares67.81%2026-03-312026-05-13

SIVR ABRDN SILVER ETF TRUST9.2K sharesnew addition2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC6.7K shares79.03%2026-03-312026-05-13

GSK PLC GSK PLC11.9K sharesnew addition2026-03-312026-05-13

Sponsored

MDYV SPDR SERIES TRUST7.6K shares168.64%2026-03-312026-05-13

ABNB AIRBNB INC5.1K shares-29.57%2026-03-312026-05-13

USB US BANCORP12.3K shares74.36%2026-03-312026-05-13

TSCO TRACTOR SUPPLY CO14.1K shares161.94%2026-03-312026-05-13

YETI YETI HLDGS INC17.4K shares67.12%2026-03-312026-05-13

KRMN KARMAN HLDGS INC7.9K shares198.53%2026-03-312026-05-13

IWX ISHARES TR6.7K sharesnew addition2026-03-312026-05-13

POOL POOL CORP3.1K shares57.91%2026-03-312026-05-13

Sponsored

TT TRANE TECHNOLOGIES PLC1.5K sharesnew addition2026-03-312026-05-13

UNP UNION PAC CORP2.6K shares55.53%2026-03-312026-05-13

HMC HONDA MOTOR CO LTD25.3K sharesnew addition2026-03-312026-05-13

PNR PENTAIR PLC7.0K shares18.59%2026-03-312026-05-13

NEE NEXTERA ENERGY INC6.6K sharesnew addition2026-03-312026-05-13

LYG LLOYDS BANKING GROUP PLC120.8K shares324.79%2026-03-312026-05-13

RRC RANGE RES CORP13.4K sharesnew addition2026-03-312026-05-13

TXN TEXAS INSTRS INC3.1K shares76.34%2026-03-312026-05-13

Sponsored

KNSL KINSALE CAP GROUP INC1.8K sharesnew addition2026-03-312026-05-13

XYZ BLOCK INC9.8K sharesnew addition2026-03-312026-05-13

MEDP MEDPACE HLDGS INC1.2K shares210.69%2026-03-312026-05-13

HALO HALOZYME THERAPEUTICS INC9.0K shares191.81%2026-03-312026-05-13

CRS CARPENTER TECHNOLOGY CORP1.5K sharesnew addition2026-03-312026-05-13

IEFA ISHARES TR6.4K sharesnew addition2026-03-312026-05-13

PBH PRESTIGE CONSMR HEALTHCARE I9.6K sharesnew addition2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC4.3K shares48.21%2026-03-312026-05-13

Sponsored

AWK AMERICAN WTR WKS CO INC NEW4.1K sharesnew addition2026-03-312026-05-13

RBRK RUBRIK INC.11.5K sharesnew addition2026-03-312026-05-13

ICE INTERCONTINENTAL EXCHANGE IN3.6K sharesnew addition2026-03-312026-05-13

APG API GROUP CORP13.7K sharesnew addition2026-03-312026-05-13

HLNE HAMILTON LANE INC5.6K shares19.07%2026-03-312026-05-13

EFX EQUIFAX INC3.1K shares20.88%2026-03-312026-05-13

LPLA LPL FINL HLDGS INC1.8K shares16.71%2026-03-312026-05-13

GH GUARDANT HEALTH INC5.9K sharesnew addition2026-03-312026-05-13

Sponsored

AZTA AZENTA INC25.9K shares146.12%2026-03-312026-05-13

FDS FACTSET RESH SYS INC2.5K sharesnew addition2026-03-312026-05-13

DBP INVESCO DB MULTI-SECTOR COMM4.9K shares52.83%2026-03-312026-05-13

LECO LINCOLN ELEC HLDGS INC2.2K sharesnew addition2026-03-312026-05-13

AR ANTERO RESOURCES CORP12.7K sharesnew addition2026-03-312026-05-13

DEO DIAGEO PLC7.2K sharesnew addition2026-03-312026-05-13

TDC TERADATA CORP DEL21.0K shares101.51%2026-03-312026-05-13

GEV GE VERNOVA INC614 shares81.66%2026-03-312026-05-13

Sponsored

ALGN ALIGN TECHNOLOGY INC3.1K shares24.34%2026-03-312026-05-13

WM WASTE MGMT INC DEL2.3K shares35.81%2026-03-312026-05-13

GM GENERAL MTRS CO7.2K sharesnew addition2026-03-312026-05-13

ENTG ENTEGRIS INC4.5K sharesnew addition2026-03-312026-05-13

HON HONEYWELL INTL INC2.4K sharesnew addition2026-03-312026-05-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.6K shares53.84%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I1.8K shares57.09%2026-03-312026-05-13

FTSM FIRST TR EXCHANGE-TRADED FD8.9K shares81.92%2026-03-312026-05-13

Sponsored

NSC NORFOLK SOUTHN CORP1.8K sharesnew addition2026-03-312026-05-13

FROG JFROG LTD11.2K sharesnew addition2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP5.6K shares42.02%2026-03-312026-05-13

PTC PTC INC3.7K shares199.51%2026-03-312026-05-13

PYPL PAYPAL HLDGS INC11.6K sharesnew addition2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR3.2K shares70.66%2026-03-312026-05-13

NET CLOUDFLARE INC2.5K shares-26.85%2026-03-312026-05-13

STERIS PLC STERIS PLC2.3K shares143.76%2026-03-312026-05-13

Sponsored

BILS SPDR SERIES TRUST5.2K shares5.58%2026-03-312026-05-13

NDSN NORDSON CORP1.9K shares18.26%2026-03-312026-05-13

HWKN HAWKINS INC3.4K sharesnew addition2026-03-312026-05-13

NKE NIKE INC9.8K sharesnew addition2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS2.1K shares59.10%2026-03-312026-05-13

TMAT NORTHERN LTS FD TR IV22.2K shares36.22%2026-03-312026-05-13

SLYV SPDR SERIES TRUST5.4K sharesnew addition2026-03-312026-05-13

MU MICRON TECHNOLOGY INC1.5K shares108.82%2026-03-312026-05-13

Sponsored

ORLY OREILLY AUTOMOTIVE INC5.5K sharesnew addition2026-03-312026-05-13

MTUM ISHARES TR2.1K shares111.71%2026-03-312026-05-13

OLLI OLLIES BARGAIN OUTLET HLDGS5.4K shares116.13%2026-03-312026-05-13

AEIS ADVANCED ENERGY INDS1.5K sharesnew addition2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP1.8K shares41.97%2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A1.0K sharesnew addition2026-03-312026-05-13

BUYW NORTHERN LTS FD TR IV34.8K shares24.95%2026-03-312026-05-13

BKR BAKER HUGHES COMPANY8.0K sharesnew addition2026-03-312026-05-13

Sponsored

MAR MARRIOTT INTL INC NEW1.5K sharesnew addition2026-03-312026-05-13

SPDR SERIES TRUST SPDR SERIES TRUST5.1K shares-36.53%2026-03-312026-05-13

EEM ISHARES TR8.6K shares59.03%2026-03-312026-05-13

SE SEA LTD5.8K shares-20.20%2026-03-312026-05-13

VLUE ISHARES TR3.4K shares59.28%2026-03-312026-05-13

WTW WILLIS TOWERS WATSON PLC LTD1.6K shares97.96%2026-03-312026-05-13

INTC INTEL CORP10.8K sharesnew addition2026-03-312026-05-13

SUB ISHARES TR4.5K shares25.10%2026-03-312026-05-13

Sponsored

DFAC DIMENSIONAL ETF TRUST12.2K shares-0.24%2026-03-312026-05-13

VXUS VANGUARD STAR FDS6.1K shares20.90%2026-03-312026-05-13

IVW ISHARES TR4.2K shares55.52%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP783 shares36.89%2026-03-312026-05-13

HSBC HSBC HLDGS PLC5.7K sharesnew addition2026-03-312026-05-13

XHLF BONDBLOXX ETF TRUST9.4K shares5.38%2026-03-312026-05-13

RELX RELX PLC14.1K sharesnew addition2026-03-312026-05-13

ILMN ILLUMINA INC3.8K shares146.09%2026-03-312026-05-13

Sponsored

DOW DOW HLDGS INC11.1K sharesnew addition2026-03-312026-05-13

RSMV LISTED FDS TR17.5K sharesnew addition2026-03-312026-05-13

PODD INSULET CORP2.2K shares205.00%2026-03-312026-05-13

AMP AMERIPRISE FINL INC1.0K sharesnew addition2026-03-312026-05-13

BR BROADRIDGE FINL SOLUTIONS IN2.8K shares17.17%2026-03-312026-05-13

EZU ISHARES INC7.3K shares60.69%2026-03-312026-05-13

VTV VANGUARD INDEX FDS2.3K sharesnew addition2026-03-312026-05-13

MIR MIRION TECHNOLOGIES INC23.9K sharesnew addition2026-03-312026-05-13

Sponsored

LII LENNOX INTL INC952 shares15.82%2026-03-312026-05-13

IWB ISHARES TR1.2K shares28.65%2026-03-312026-05-13

VIK VIKING HOLDINGS LTD5.9K sharesnew addition2026-03-312026-05-13

RSG REPUBLIC SVCS INC2.0K shares56.46%2026-03-312026-05-13

FND FLOOR & DECOR HLDGS INC8.4K sharesnew addition2026-03-312026-05-13

TECH BIO-TECHNE CORP8.1K sharesnew addition2026-03-312026-05-13

EPAC ENERPAC TOOL GROUP CORP11.6K shares-36.87%2026-03-312026-05-13

MELI MERCADOLIBRE INC242 shares-7.63%2026-03-312026-05-13

Sponsored

CTVA CORTEVA INC5.0K sharesnew addition2026-03-312026-05-13

IEV ISHARES TR6.1K shares60.21%2026-03-312026-05-13

ALLE ALLEGION PLC2.8K shares19.16%2026-03-312026-05-13

SPG SIMON PPTY GROUP INC NEW2.2K shares36.13%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN2.0K shares74.51%2026-03-312026-05-13

SAN BANCO SANTANDER SA35.3K shares133.98%2026-03-312026-05-13

CELH CELSIUS HLDGS INC11.2K sharesnew addition2026-03-312026-05-13

EXPO EXPONENT INC6.0K shares19.09%2026-03-312026-05-13

Sponsored

BN BROOKFIELD CORP9.6K shares38.17%2026-03-312026-05-13

MUFG MITSUBISHI UFJ FINANCIAL GRO22.9K shares122.56%2026-03-312026-05-13

COHERENT CORP COHERENT CORP1.6K sharesnew addition2026-03-312026-05-13

ADPT ADAPTIVE BIOTECHNOLOGIES COR27.6K sharesnew addition2026-03-312026-05-13

AXP AMERICAN EXPRESS CO1.3K shares59.11%2026-03-312026-05-13

IXUS ISHARES TR4.4K sharesnew addition2026-03-312026-05-13

QNITY ELECTRONICS INC QNITY ELECTRONICS INC3.3K sharesnew addition2026-03-312026-05-13

ELF E L F BEAUTY INC6.2K sharesnew addition2026-03-312026-05-13

Sponsored

KNG FIRST TR EXCHANGE-TRADED FD7.6K shares54.45%2026-03-312026-05-13

TRNO TERRENO RLTY CORP5.9K sharesnew addition2026-03-312026-05-13

IEMG ISHARES INC5.2K sharesnew addition2026-03-312026-05-13

HGER HARBOR ETF TRUST11.7K shares-12.24%2026-03-312026-05-13

WDAY WORKDAY INC2.8K sharesnew addition2026-03-312026-05-13

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC7.7K sharesnew addition2026-03-312026-05-13

BMI BADGER METER INC2.3K sharesnew addition2026-03-312026-05-13

VT VANGUARD INTL EQUITY INDEX F2.5K shares9.31%2026-03-312026-05-13

Sponsored

YUMC YUM CHINA HLDGS INC7.2K sharesnew addition2026-03-312026-05-13

THOMSON REUTERS CORP THOMSON REUTERS CORP3.9K sharesnew addition2026-03-312026-05-13

MO ALTRIA GROUP INC5.3K sharesnew addition2026-03-312026-05-13

OKE ONEOK INC NEW3.9K sharesnew addition2026-03-312026-05-13

JKHY HENRY JACK & ASSOC INC2.2K sharesnew addition2026-03-312026-05-13

EXLS EXLSERVICE HLDGS INC11.4K sharesnew addition2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.8K shares3.97%2026-03-312026-05-13

CDW CDW CORP2.9K sharesnew addition2026-03-312026-05-13

Sponsored

MCK MCKESSON CORP395 shares22.29%2026-03-312026-05-13

RYAN RYAN SPECIALTY HOLDINGS INC9.9K shares-35.98%2026-03-312026-05-13

GLDM WORLD GOLD TR3.6K shares-20.04%2026-03-312026-05-13

IWF ISHARES TR774 sharesnew addition2026-03-312026-05-13

WSO WATSCO INC891 shares55.77%2026-03-312026-05-13

OSK OSHKOSH CORP2.2K shares46.85%2026-03-312026-05-13

PLD PROLOGIS INC.2.4K sharesnew addition2026-03-312026-05-13

SFBS SERVISFIRST BANCSHARES INC4.4K shares-31.32%2026-03-312026-05-13

Sponsored

SO SOUTHERN CO3.3K shares-0.31%2026-03-312026-05-13

BRO BROWN & BROWN INC4.8K shares18.88%2026-03-312026-05-13

OLED UNIVERSAL DISPLAY CORP3.4K shares23.08%2026-03-312026-05-13

TFIN TRIUMPH FINANCIAL INC5.2K sharesnew addition2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC796 sharesnew addition2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS520 sharesnew addition2026-03-312026-05-13

RIO RIO TINTO PLC3.3K sharesnew addition2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC1.1K sharesnew addition2026-03-312026-05-13

Sponsored

VTI VANGUARD INDEX FDS958 sharesnew addition2026-03-312026-05-13

TJX TJX COS INC NEW1.9K shares42.11%2026-03-312026-05-13

IWD ISHARES TR1.4K sharesnew addition2026-03-312026-05-13

MORN MORNINGSTAR INC1.8K shares-27.98%2026-03-312026-05-13

TTC TORO CO3.2K sharesnew addition2026-03-312026-05-13

STIP ISHARES TR2.8K shares-42.95%2026-03-312026-05-13

BBAI BIGBEAR AI HLDGS INC83.7K shares63.66%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC1.4K sharesnew addition2026-03-312026-05-13

Sponsored

USPH U S PHYSICAL THERAPY3.8K sharesnew addition2026-03-312026-05-13

F FORD MTR CO24.7K shares30.05%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS1.9K sharesnew addition2026-03-312026-05-13

NU NU HLDGS LTD19.3K shares-10.97%2026-03-312026-05-13

CAH CARDINAL HEALTH INC1.3K sharesnew addition2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC1.0K sharesnew addition2026-03-312026-05-13

FAST FASTENAL CO5.7K sharesnew addition2026-03-312026-05-13

O REALTY INCOME CORP4.3K sharesnew addition2026-03-312026-05-13

Sponsored

KVUE KENVUE INC14.8K sharesnew addition2026-03-312026-05-13

VB VANGUARD INDEX FDS974 sharesnew addition2026-03-312026-05-13

CHDN CHURCHILL DOWNS INC2.8K sharesnew addition2026-03-312026-05-13

EFA ISHARES TR2.5K sharesnew addition2026-03-312026-05-13

BAX BAXTER INTL INC14.5K sharesnew addition2026-03-312026-05-13

NATWEST GROUP PLC NATWEST GROUP PLC16.3K shares45.62%2026-03-312026-05-13

DXCM DEXCOM INC3.8K sharesnew addition2026-03-312026-05-13

OXFORD LANE CAP CORP OXFORD LANE CAP CORP23.3K sharesnew addition2026-03-312026-05-13

Sponsored

EATON CORP PLC EATON CORP PLC635 sharesnew addition2026-03-312026-05-13

ARES ARES MANAGEMENT CORPORATION2.1K shares75.53%2026-03-312026-05-13

BSX BOSTON SCIENTIFIC CORP3.6K shares-61.78%2026-03-312026-05-13

TMUS T-MOBILE US INC1.1K sharesnew addition2026-03-312026-05-13

ROL ROLLINS INC4.2K sharesnew addition2026-03-312026-05-13

BUFR FIRST TR EXCHNG TRADED FD VI6.4K sharesnew addition2026-03-312026-05-13

NCNO NCINO INC14.3K shares-34.17%2026-03-312026-05-13

DUBS ETF SER SOLUTIONS5.8K shares0.02%2026-03-312026-05-13

Sponsored

INTL NORTHERN LTS FD TR IV7.3K sharesnew addition2026-03-312026-05-13

SPSC SPS COMM INC3.7K sharesnew addition2026-03-312026-05-13

AVUV AMERICAN CENTY ETF TR1.9K sharesnew addition2026-03-312026-05-13

VLO VALERO ENERGY CORP836 sharesnew addition2026-03-312026-05-13

MAA MID-AMER APT CMNTYS INC1.7K sharesnew addition2026-03-312026-05-13

HBAN HUNTINGTON BANCSHARES INC13.1K sharesnew addition2026-03-312026-05-13

SCHO SCHWAB STRATEGIC TR8.4K sharesnew addition2026-03-312026-05-13

PUTNAM ETF TRUST PUTNAM ETF TRUST27.7K sharesnew addition2026-03-312026-05-13

Sponsored

CTRA COTERRA ENERGY INC5.7K sharesnew addition2026-03-312026-05-13

INDI INDIE SEMICONDUCTOR INC44.8K shares0.25%2026-03-312026-05-13

HLN HALEON PLC13.4K sharesnew addition2026-03-312026-05-13

AGNC AGNC INVT CORP12.8K sharesnew addition2026-03-312026-05-13

EDIT EDITAS MEDICINE INC10.3K shares0.00%2026-03-312026-05-13

FEMY FEMASYS INC12.1K sharesnew addition2026-03-312026-05-13

SPYG

SPDR SERIES TRUST

133.94%

Shares393.8K

Event2026-03-31

Filed2026-05-13

SPDW

SPDR INDEX SHS FDS

126.66%

Shares715.1K

Event2026-03-31

Filed2026-05-13

SPYV

SPDR SERIES TRUST

130.10%

Shares434.7K

Event2026-03-31

Filed2026-05-13

SHYG

ISHARES TR

84.12%

Shares518.5K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

173.74%

Shares116.4K

Event2026-03-31

Filed2026-05-13

GOVT

ISHARES TR

60.94%

Shares853.8K

Event2026-03-31

Filed2026-05-13

SPMB

SPDR SERIES TRUST

84.78%

Shares843.4K

Event2026-03-31

Filed2026-05-13

SPTL

SPDR SERIES TRUST

79.16%

Shares599.8K

Event2026-03-31

Filed2026-05-13

VCIT

VANGUARD SCOTTSDALE FDS

66.98%

Shares189.5K

Event2026-03-31

Filed2026-05-13

SPSM

SPDR SERIES TRUST

132.23%

Shares270.0K

Event2026-03-31

Filed2026-05-13

SECT

NORTHERN LTS FD TR IV

23.32%

Shares212.2K

Event2026-03-31

Filed2026-05-13

SPEM

SPDR INDEX SHS FDS

120.90%

Shares247.5K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

73.32%

Shares29.6K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

116.25%

Shares41.9K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

54.06%

Shares48.2K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

134.18%

Shares34.7K

Event2026-03-31

Filed2026-05-13

ADI

ANALOG DEVICES INC

New

Shares29.6K

Event2026-03-31

Filed2026-05-13

BIL

SPDR SERIES TRUST

43.61%

Shares100.5K

Event2026-03-31

Filed2026-05-13

META

META PLATFORMS INC

296.26%

Shares14.4K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

234.40%

Shares22.1K

Event2026-03-31

Filed2026-05-13

SPSB

SPDR SERIES TRUST

59.00%

Shares240.2K

Event2026-03-31

Filed2026-05-13

VISA INC

75.17%

Shares23.6K

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATLS INC

359.98%

Shares17.9K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

74.44%

Shares21.2K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

58.18%

Shares40.5K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

64.69%

Shares18.7K

Event2026-03-31

Filed2026-05-13

JQUA

J P MORGAN EXCHANGE TRADED F

114.53%

Shares92.5K

Event2026-03-31

Filed2026-05-13

BOEING CO

214.30%

Shares28.2K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

312.98%

Shares57.1K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

4.98%

Shares5.9K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

59.92%

Shares96.2K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

187.28%

Shares15.2K

Event2026-03-31

Filed2026-05-13

USHY

ISHARES TR

53.73%

Shares112.7K

Event2026-03-31

Filed2026-05-13

SHOP

SHOPIFY INC

31.97%

Shares34.6K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

New

Shares4.1K

Event2026-03-31

Filed2026-05-13

SLYG

SPDR SERIES TRUST

141.37%

Shares41.7K

Event2026-03-31

Filed2026-05-13

JAAA

JANUS DETROIT STR TR

96.49%

Shares73.5K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

124.62%

Shares8.5K

Event2026-03-31

Filed2026-05-13

CRM

SALESFORCE INC

249.01%

Shares19.1K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

112.92%

Shares17.1K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

252.42%

Shares11.0K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

19.47%

Shares17.0K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

151.87%

Shares5.0K

Event2026-03-31

Filed2026-05-13

PHILIP MORRIS INTL INC

110.43%

Shares18.3K

Event2026-03-31

Filed2026-05-13

STRL

STERLING INFRASTRUCTURE INC

95.71%

Shares7.3K

Event2026-03-31

Filed2026-05-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares4

Event2026-03-31

Filed2026-05-13

VRTX

VERTEX PHARMACEUTICALS INC

357.25%

Shares5.6K

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO

111.80%

Shares26.1K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO

74.75%

Shares31.6K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

-17.11%

Shares5.0K

Event2026-03-31

Filed2026-05-13

JBBB

JANUS DETROIT STR TR

58.78%

Shares53.0K

Event2026-03-31

Filed2026-05-13

ROYAL BK CDA

29.67%

Shares15.2K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

178.46%

Shares11.2K

Event2026-03-31

Filed2026-05-13

STZ

CONSTELLATION BRANDS INC

183.89%

Shares15.8K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

124.59%

Shares48.4K

Event2026-03-31

Filed2026-05-13

MNST

MONSTER BEVERAGE CORP NEW

300.44%

Shares32.0K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

27.61%

Shares28.9K

Event2026-03-31

Filed2026-05-13

SBUX

STARBUCKS CORP

30.52%

Shares24.7K

Event2026-03-31

Filed2026-05-13

CVS

CVS HEALTH CORP

109.96%

Shares30.4K

Event2026-03-31

Filed2026-05-13

WMB

WILLIAMS COS INC

67.33%

Shares29.3K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

37.67%

Shares8.7K

Event2026-03-31

Filed2026-05-13

AT&T INC

323.10%

Shares72.7K

Event2026-03-31

Filed2026-05-13

NVS

NOVARTIS AG

331.93%

Shares13.8K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

122.53%

Shares8.8K

Event2026-03-31

Filed2026-05-13

EPAM

EPAM SYS INC

229.18%

Shares15.3K

Event2026-03-31

Filed2026-05-13

AMT

AMERICAN TOWER CORP

102.68%

Shares12.0K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

21.90%

Shares4.3K

Event2026-03-31

Filed2026-05-13

JMBS

JANUS DETROIT STR TR

-3.41%

Shares45.4K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

57.75%

Shares11.8K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

131.72%

Shares2.8K

Event2026-03-31

Filed2026-05-13

SHEL

SHELL PLC

148.99%

Shares21.4K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

19.10%

Shares12.6K

Event2026-03-31

Filed2026-05-13

CSMD

PROFESIONALLY MANAGED PORTFO

-1.96%

Shares61.9K

Event2026-03-31

Filed2026-05-13

FCX

FREEPORT MCMORAN INC

49.19%

Shares31.9K

Event2026-03-31

Filed2026-05-13

THE CIGNA GROUP

137.31%

Shares7.0K

Event2026-03-31

Filed2026-05-13

AME

AMETEK INC

74.52%

Shares8.6K

Event2026-03-31

Filed2026-05-13

MORGAN STANLEY

103.75%

Shares11.1K

Event2026-03-31

Filed2026-05-13

AES

AES CORP

102.77%

Shares129.4K

Event2026-03-31

Filed2026-05-13

PCG

PG&E CORP

103.50%

Shares103.0K

Event2026-03-31

Filed2026-05-13

REGN

REGENERON PHARMACEUTICALS

326.25%

Shares2.3K

Event2026-03-31

Filed2026-05-13

CURTISS WRIGHT CORP

16.38%

Shares2.6K

Event2026-03-31

Filed2026-05-13

CITIGROUP INC

96.90%

Shares15.4K

Event2026-03-31

Filed2026-05-13

ADSK

AUTODESK INC

271.79%

Shares7.3K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

393.72%

Shares27.0K

Event2026-03-31

Filed2026-05-13

NOW

SERVICENOW INC

57.80%

Shares16.5K

Event2026-03-31

Filed2026-05-13

BIZD

VANECK ETF TRUST

95.03%

Shares133.6K

Event2026-03-31

Filed2026-05-13

GLW

CORNING INC

49.69%

Shares12.5K

Event2026-03-31

Filed2026-05-13

CSX

CSX CORP

115.16%

Shares41.0K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

20.16%

Shares2.6K

Event2026-03-31

Filed2026-05-13

AIG

AMERICAN INTL GROUP INC

147.73%

Shares22.0K

Event2026-03-31

Filed2026-05-13

ISRG

INTUITIVE SURGICAL INC

58.72%

Shares3.6K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

55.51%

Shares13.2K

Event2026-03-31

Filed2026-05-13

ASTRAZENECA PLC

New

Shares8.3K

Event2026-03-31

Filed2026-05-13

BMY

BRISTOL-MYERS SQUIBB CO

107.89%

Shares26.9K

Event2026-03-31

Filed2026-05-13

AEM

AGNICO EAGLE MINES LTD

-22.61%

Shares8.0K

Event2026-03-31

Filed2026-05-13

ASML

ASML HLDG NV

-3.75%

Shares1.2K

Event2026-03-31

Filed2026-05-13

GWX

SPDR INDEX SHS FDS

New

Shares38.3K

Event2026-03-31

Filed2026-05-13

UNILEVER PLC

50.62%

Shares28.3K

Event2026-03-31

Filed2026-05-13

RMBS

RAMBUS INC DEL

64.08%

Shares18.2K

Event2026-03-31

Filed2026-05-13

SNA

SNAP ON INC

528.55%

Shares4.3K

Event2026-03-31

Filed2026-05-13

FTI

TECHNIPFMC PLC

21.02%

Shares22.6K

Event2026-03-31

Filed2026-05-13

MOD

MODINE MFG CO

65.16%

Shares7.0K

Event2026-03-31

Filed2026-05-13

MSCI

MSCI INC

-14.67%

Shares2.8K

Event2026-03-31

Filed2026-05-13

NOVT

NOVANTA INC

156.53%

Shares12.8K

Event2026-03-31

Filed2026-05-13

TMO

THERMO FISHER SCIENTIFIC INC

300.78%

Shares3.1K

Event2026-03-31

Filed2026-05-13

IDCC

INTERDIGITAL INC

64.91%

Shares5.0K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

147.20%

Shares12.5K

Event2026-03-31

Filed2026-05-13

BARRICK MNG CORP

106.98%

Shares36.8K

Event2026-03-31

Filed2026-05-13

PHYL

PGIM ETF TR

-5.10%

Shares43.2K

Event2026-03-31

Filed2026-05-13

MPC

MARATHON PETE CORP

83.16%

Shares5.9K

Event2026-03-31

Filed2026-05-13

NVO

NOVO-NORDISK A S

115.69%

Shares39.3K

Event2026-03-31

Filed2026-05-13

BOOT

BOOT BARN HLDGS INC

102.03%

Shares9.7K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

171.82%

Shares18.4K

Event2026-03-31

Filed2026-05-13

MOG.A

MOOG INC

62.53%

Shares4.7K

Event2026-03-31

Filed2026-05-13

UFPT

UFP TECHNOLOGIES INC

99.63%

Shares7.0K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

-1.76%

Shares14.8K

Event2026-03-31

Filed2026-05-13

PJT

PJT PARTNERS INC

90.43%

Shares9.2K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

42.40%

Shares12.1K

Event2026-03-31

Filed2026-05-13

RGEN

REPLIGEN CORP

99.87%

Shares10.7K

Event2026-03-31

Filed2026-05-13

NPO

ENPRO INC

63.82%

Shares5.0K

Event2026-03-31

Filed2026-05-13

DEERE & CO

New

Shares2.2K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

121.60%

Shares3.7K

Event2026-03-31

Filed2026-05-13

THC

TENET HEALTHCARE CORP

81.59%

Shares6.5K

Event2026-03-31

Filed2026-05-13

HLI

HOULIHAN LOKEY INC

-3.98%

Shares8.4K

Event2026-03-31

Filed2026-05-13

EQNR

EQUINOR ASA

New

Shares28.2K

Event2026-03-31

Filed2026-05-13

UTI

UNIVERSAL TECHNICAL INST INC

66.27%

Shares32.9K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

8.44%

Shares9.0K

Event2026-03-31

Filed2026-05-13

PRIM

PRIMORIS SVCS CORP

26.70%

Shares8.3K

Event2026-03-31

Filed2026-05-13

COP

CONOCOPHILLIPS

1.85%

Shares8.9K

Event2026-03-31

Filed2026-05-13

MPWR

MONOLITHIC PWR SYS INC

16.26%

Shares1.1K

Event2026-03-31

Filed2026-05-13

NEM

NEWMONT CORP

10.83%

Shares10.6K

Event2026-03-31

Filed2026-05-13

TOTALENERGIES SE

276.40%

Shares12.5K

Event2026-03-31

Filed2026-05-13

LMAT

LEMAITRE VASCULAR INC

55.21%

Shares10.3K

Event2026-03-31

Filed2026-05-13

TDY

TELEDYNE TECHNOLOGIES INC

11.30%

Shares1.9K

Event2026-03-31

Filed2026-05-13

ZTS

ZOETIS INC

-22.46%

Shares9.5K

Event2026-03-31

Filed2026-05-13

LUV

SOUTHWEST AIRLS CO

86.69%

Shares29.9K

Event2026-03-31

Filed2026-05-13

WAB

WABTEC

19.74%

Shares4.5K

Event2026-03-31

Filed2026-05-13

COF

CAPITAL ONE FINL CORP

New

Shares6.1K

Event2026-03-31

Filed2026-05-13

LGND

LIGAND PHARMACEUTICALS INC

66.16%

Shares5.6K

Event2026-03-31

Filed2026-05-13

EAT

BRINKER INTL INC

67.41%

Shares7.8K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

93.23%

Shares1.9K

Event2026-03-31

Filed2026-05-13

AON PLC

-27.22%

Shares3.3K

Event2026-03-31

Filed2026-05-13

CNA

CNA FINL CORP

New

Shares23.0K

Event2026-03-31

Filed2026-05-13

MDLZ

MONDELEZ INTL INC

201.32%

Shares18.3K

Event2026-03-31

Filed2026-05-13

EME

EMCOR GROUP INC

-10.20%

Shares1.4K

Event2026-03-31

Filed2026-05-13

NVMI

NOVA LTD

0.46%

Shares2.4K

Event2026-03-31

Filed2026-05-13

ABCB

AMERIS BANCORP

62.87%

Shares13.4K

Event2026-03-31

Filed2026-05-13

EFV

ISHARES TR

New

Shares14.0K

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC

31.99%

Shares8.1K

Event2026-03-31

Filed2026-05-13

LIVN

LIVANOVA PLC

New

Shares16.1K

Event2026-03-31

Filed2026-05-13

CSGP

COSTAR GROUP INC

149.28%

Shares25.4K

Event2026-03-31

Filed2026-05-13

EXPD

EXPEDITORS INTL WASH INC

295.61%

Shares7.0K

Event2026-03-31

Filed2026-05-13

SKY

CHAMPION HOMES INC

67.53%

Shares13.5K

Event2026-03-31

Filed2026-05-13

MET

METLIFE INC

99.70%

Shares14.1K

Event2026-03-31

Filed2026-05-13

NVT

NVENT ELEC PLC

203.58%

Shares8.4K

Event2026-03-31

Filed2026-05-13

ENB

ENBRIDGE INC

-3.40%

Shares18.2K

Event2026-03-31

Filed2026-05-13

ACCENTURE PLC IRELAND

-8.77%

Shares4.9K

Event2026-03-31

Filed2026-05-13

CNC

CENTENE CORP DEL

106.93%

Shares29.9K

Event2026-03-31

Filed2026-05-13

COOPER COS INC

53.27%

Shares13.6K

Event2026-03-31

Filed2026-05-13

KEX

KIRBY CORP

64.11%

Shares7.3K

Event2026-03-31

Filed2026-05-13

CALX

CALIX INC

66.16%

Shares19.5K

Event2026-03-31

Filed2026-05-13

ROST

ROSS STORES INC

24.12%

Shares4.4K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

166.32%

Shares2.8K

Event2026-03-31

Filed2026-05-13

CARG

CARGURUS INC

63.73%

Shares27.7K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

33.65%

Shares6.4K

Event2026-03-31

Filed2026-05-13

TGTX

TG THERAPEUTICS INC

75.27%

Shares28.0K

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC

57.53%

Shares6.6K

Event2026-03-31

Filed2026-05-13

CME

CME GROUP INC

90.20%

Shares3.1K

Event2026-03-31

Filed2026-05-13

TILE

INTERFACE INC

62.46%

Shares36.8K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

36.32%

Shares4.5K

Event2026-03-31

Filed2026-05-13

BCPC

BALCHEM CORP

63.00%

Shares5.3K

Event2026-03-31

Filed2026-05-13

LAM RESEARCH CORP

New

Shares4.1K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

298.01%

Shares2.0K

Event2026-03-31

Filed2026-05-13

AUB

ATLANTIC UN BANKSHARES CORP

64.15%

Shares24.3K

Event2026-03-31

Filed2026-05-13

SXT

SENSIENT TECHNOLOGIES CORP

64.18%

Shares10.0K

Event2026-03-31

Filed2026-05-13

CNI

CANADIAN NATL RY CO

New

Shares8.4K

Event2026-03-31

Filed2026-05-13

JBTM

JBT MAREL CORPORATION

65.70%

Shares6.7K

Event2026-03-31

Filed2026-05-13

SAP

SAP SE

-28.39%

Shares5.0K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

95.50%

Shares30.1K

Event2026-03-31

Filed2026-05-13

IDXX

IDEXX LABS INC

-22.84%

Shares1.5K

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

194.44%

Shares3.0K

Event2026-03-31

Filed2026-05-13

SEIC

SEI INVTS CO

280.90%

Shares10.6K

Event2026-03-31

Filed2026-05-13

FSS

FEDERAL SIGNAL CORP

60.29%

Shares7.6K

Event2026-03-31

Filed2026-05-13

AVY

AVERY DENNISON CORP

New

Shares4.8K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP

-20.60%

Shares2.4K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

97.61%

Shares5.7K

Event2026-03-31

Filed2026-05-13

ACIW

ACI WORLDWIDE INC

72.05%

Shares20.1K

Event2026-03-31

Filed2026-05-13

ING

ING GROEP N.V.

New

Shares31.4K

Event2026-03-31

Filed2026-05-13

BJS WHSL CLUB HLDGS INC

187.59%

Shares8.3K

Event2026-03-31

Filed2026-05-13

SLV

ISHARES SILVER TR

69.27%

Shares11.9K

Event2026-03-31

Filed2026-05-13

IWY

ISHARES TR

New

Shares3.3K

Event2026-03-31

Filed2026-05-13

WST

WEST PHARMACEUTICAL SVSC INC

14.78%

Shares3.2K

Event2026-03-31

Filed2026-05-13

SNPS

SYNOPSYS INC

7.51%

Shares2.0K

Event2026-03-31

Filed2026-05-13

MMSI

MERIT MED SYS INC

67.03%

Shares11.6K

Event2026-03-31

Filed2026-05-13

CVLT

COMMVAULT SYS INC

90.90%

Shares10.2K

Event2026-03-31

Filed2026-05-13

YUM

YUM BRANDS INC

New

Shares5.1K

Event2026-03-31

Filed2026-05-13

APH

AMPHENOL CORP

165.94%

Shares6.2K

Event2026-03-31

Filed2026-05-13

VRSK

VERISK ANALYTICS INC

37.12%

Shares4.1K

Event2026-03-31

Filed2026-05-13

SNY

SANOFI SA

New

Shares16.2K

Event2026-03-31

Filed2026-05-13

BP PLC

New

Shares16.6K

Event2026-03-31

Filed2026-05-13

CHUBB LTD SWITZ

New

Shares2.4K

Event2026-03-31

Filed2026-05-13

FIX

COMFORT SYS USA INC

56.39%

Shares563

Event2026-03-31

Filed2026-05-13

AVAV

AEROVIRONMENT INC

70.54%

Shares4.2K

Event2026-03-31

Filed2026-05-13

CSW

CSW INDUSTRIALS INC

61.53%

Shares3.0K

Event2026-03-31

Filed2026-05-13

CMCSA

COMCAST CORP NEW

13.99%

Shares26.9K

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

-8.97%

Shares10.7K

Event2026-03-31

Filed2026-05-13

BTI

BRITISH AMERN TOB PLC

New

Shares13.1K

Event2026-03-31

Filed2026-05-13

CASY

CASEYS GEN STORES INC

-25.56%

Shares1.0K

Event2026-03-31

Filed2026-05-13

VMI

VALMONT INDS INC

186.59%

Shares1.9K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares13.9K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

140.49%

Shares11.0K

Event2026-03-31

Filed2026-05-13

IMAX

IMAX CORP

New

Shares19.5K

Event2026-03-31

Filed2026-05-13

SONY

SONY GROUP CORP

-12.09%

Shares35.7K

Event2026-03-31

Filed2026-05-13

HEI.A

HEICO CORP NEW

12.45%

Shares3.5K

Event2026-03-31

Filed2026-05-13

DAR

DARLING INGREDIENTS INC

New

Shares11.7K

Event2026-03-31

Filed2026-05-13

ODFL

OLD DOMINION FREIGHT LINE IN

21.36%

Shares3.7K

Event2026-03-31

Filed2026-05-13

MDYG

SPDR SERIES TRUST

160.27%

Shares7.5K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

-22.39%

Shares6.9K

Event2026-03-31

Filed2026-05-13

IEF

ISHARES TR

26.18%

Shares7.4K

Event2026-03-31

Filed2026-05-13

OXY

OCCIDENTAL PETE CORP

49.36%

Shares10.7K

Event2026-03-31

Filed2026-05-13

PEN

PENUMBRA INC

203.58%

Shares2.1K

Event2026-03-31

Filed2026-05-13

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares4.2K

Event2026-03-31

Filed2026-05-13

BDX

BECTON DICKINSON & CO

-0.70%

Shares4.4K

Event2026-03-31

Filed2026-05-13

CXT

CRANE NXT CO

68.60%

Shares16.9K

Event2026-03-31

Filed2026-05-13

JPST

J P MORGAN EXCHANGE TRADED F

5.06%

Shares13.5K

Event2026-03-31

Filed2026-05-13

QUAL

ISHARES TR

28.88%

Shares3.5K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

67.81%

Shares2.3K

Event2026-03-31

Filed2026-05-13

WMS

ADVANCED DRAIN SYS INC DEL

13.18%

Shares4.8K

Event2026-03-31

Filed2026-05-13

VCEL

VERICEL CORP

67.81%

Shares20.5K

Event2026-03-31

Filed2026-05-13

SIVR

ABRDN SILVER ETF TRUST

New

Shares9.2K

Event2026-03-31

Filed2026-05-13

UPS

UNITED PARCEL SVCS INC

79.03%

Shares6.7K

Event2026-03-31

Filed2026-05-13

GSK PLC

New

Shares11.9K

Event2026-03-31

Filed2026-05-13

MDYV

SPDR SERIES TRUST

168.64%

Shares7.6K

Event2026-03-31

Filed2026-05-13

ABNB

AIRBNB INC

-29.57%

Shares5.1K

Event2026-03-31

Filed2026-05-13

USB

US BANCORP

74.36%

Shares12.3K

Event2026-03-31

Filed2026-05-13

TSCO

TRACTOR SUPPLY CO

161.94%

Shares14.1K

Event2026-03-31

Filed2026-05-13

YETI

YETI HLDGS INC

67.12%

Shares17.4K

Event2026-03-31

Filed2026-05-13

KRMN

KARMAN HLDGS INC

198.53%

Shares7.9K

Event2026-03-31

Filed2026-05-13

IWX

ISHARES TR

New

Shares6.7K

Event2026-03-31

Filed2026-05-13

POOL

POOL CORP

57.91%

Shares3.1K

Event2026-03-31

Filed2026-05-13

TRANE TECHNOLOGIES PLC

New

Shares1.5K

Event2026-03-31

Filed2026-05-13

UNP

UNION PAC CORP

55.53%

Shares2.6K

Event2026-03-31

Filed2026-05-13

HMC

HONDA MOTOR CO LTD

New

Shares25.3K

Event2026-03-31

Filed2026-05-13

PNR

PENTAIR PLC

18.59%

Shares7.0K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

New

Shares6.6K

Event2026-03-31

Filed2026-05-13

LYG

LLOYDS BANKING GROUP PLC

324.79%

Shares120.8K

Event2026-03-31

Filed2026-05-13

RRC

RANGE RES CORP

New

Shares13.4K

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC

76.34%

Shares3.1K

Event2026-03-31

Filed2026-05-13

KNSL

KINSALE CAP GROUP INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-13

XYZ

BLOCK INC

New

Shares9.8K

Event2026-03-31

Filed2026-05-13

MEDP

MEDPACE HLDGS INC

210.69%

Shares1.2K

Event2026-03-31

Filed2026-05-13

HALO

HALOZYME THERAPEUTICS INC

191.81%

Shares9.0K

Event2026-03-31

Filed2026-05-13

CRS

CARPENTER TECHNOLOGY CORP

New

Shares1.5K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

New

Shares6.4K

Event2026-03-31

Filed2026-05-13

PBH

PRESTIGE CONSMR HEALTHCARE I

New

Shares9.6K

Event2026-03-31

Filed2026-05-13

AEP

AMERICAN ELEC PWR CO INC

48.21%

Shares4.3K

Event2026-03-31

Filed2026-05-13

AWK

AMERICAN WTR WKS CO INC NEW

New

Shares4.1K

Event2026-03-31

Filed2026-05-13

RBRK

RUBRIK INC.

New

Shares11.5K

Event2026-03-31

Filed2026-05-13

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares3.6K

Event2026-03-31

Filed2026-05-13

APG

API GROUP CORP

New

Shares13.7K

Event2026-03-31

Filed2026-05-13

HLNE

HAMILTON LANE INC

19.07%

Shares5.6K

Event2026-03-31

Filed2026-05-13

EFX

EQUIFAX INC

20.88%

Shares3.1K

Event2026-03-31

Filed2026-05-13

LPLA

LPL FINL HLDGS INC

16.71%

Shares1.8K

Event2026-03-31

Filed2026-05-13

GUARDANT HEALTH INC

New

Shares5.9K

Event2026-03-31

Filed2026-05-13

AZTA

AZENTA INC

146.12%

Shares25.9K

Event2026-03-31

Filed2026-05-13

FDS

FACTSET RESH SYS INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

DBP

INVESCO DB MULTI-SECTOR COMM

52.83%

Shares4.9K

Event2026-03-31

Filed2026-05-13

LECO

LINCOLN ELEC HLDGS INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-13

ANTERO RESOURCES CORP

New

Shares12.7K

Event2026-03-31

Filed2026-05-13

DEO

DIAGEO PLC

New

Shares7.2K

Event2026-03-31

Filed2026-05-13

TDC

TERADATA CORP DEL

101.51%

Shares21.0K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

81.66%

Shares614

Event2026-03-31

Filed2026-05-13

ALGN

ALIGN TECHNOLOGY INC

24.34%

Shares3.1K

Event2026-03-31

Filed2026-05-13

WASTE MGMT INC DEL

35.81%

Shares2.3K

Event2026-03-31

Filed2026-05-13

GENERAL MTRS CO

New

Shares7.2K

Event2026-03-31

Filed2026-05-13

ENTG

ENTEGRIS INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-13

WEC ENERGY GROUP INC

53.84%

Shares4.6K

Event2026-03-31

Filed2026-05-13

APD

AIR PRODUCTS AND CHEMICALS I

57.09%

Shares1.8K

Event2026-03-31

Filed2026-05-13

FTSM

FIRST TR EXCHANGE-TRADED FD

81.92%

Shares8.9K

Event2026-03-31

Filed2026-05-13

NSC

NORFOLK SOUTHN CORP

New

Shares1.8K

Event2026-03-31

Filed2026-05-13

FROG

JFROG LTD

New

Shares11.2K

Event2026-03-31

Filed2026-05-13

SCHW

SCHWAB CHARLES CORP

42.02%

Shares5.6K

Event2026-03-31

Filed2026-05-13

PTC

PTC INC

199.51%

Shares3.7K

Event2026-03-31

Filed2026-05-13

PYPL

PAYPAL HLDGS INC

New

Shares11.6K

Event2026-03-31

Filed2026-05-13

XLI

SELECT SECTOR SPDR TR

70.66%

Shares3.2K

Event2026-03-31

Filed2026-05-13

NET

CLOUDFLARE INC

-26.85%

Shares2.5K

Event2026-03-31

Filed2026-05-13

STERIS PLC

143.76%

Shares2.3K

Event2026-03-31

Filed2026-05-13

BILS

SPDR SERIES TRUST

5.58%

Shares5.2K

Event2026-03-31

Filed2026-05-13

NDSN

NORDSON CORP

18.26%

Shares1.9K

Event2026-03-31

Filed2026-05-13

HWKN

HAWKINS INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-13

NKE

NIKE INC

New

Shares9.8K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

59.10%

Shares2.1K

Event2026-03-31

Filed2026-05-13

TMAT

NORTHERN LTS FD TR IV

36.22%

Shares22.2K

Event2026-03-31

Filed2026-05-13

SLYV

SPDR SERIES TRUST

New

Shares5.4K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC

108.82%

Shares1.5K

Event2026-03-31

Filed2026-05-13

ORLY

OREILLY AUTOMOTIVE INC

New

Shares5.5K

Event2026-03-31

Filed2026-05-13

MTUM

ISHARES TR

111.71%

Shares2.1K

Event2026-03-31

Filed2026-05-13

OLLI

OLLIES BARGAIN OUTLET HLDGS

116.13%

Shares5.4K

Event2026-03-31

Filed2026-05-13

AEIS

ADVANCED ENERGY INDS

New

Shares1.5K

Event2026-03-31

Filed2026-05-13

CEG

CONSTELLATION ENERGY CORP

41.97%

Shares1.8K

Event2026-03-31

Filed2026-05-13

SPOT

SPOTIFY TECHNOLOGY S A

New

Shares1.0K

Event2026-03-31

Filed2026-05-13

BUYW

NORTHERN LTS FD TR IV

24.95%

Shares34.8K

Event2026-03-31

Filed2026-05-13

BKR

BAKER HUGHES COMPANY

New

Shares8.0K

Event2026-03-31

Filed2026-05-13

MAR

MARRIOTT INTL INC NEW

New

Shares1.5K

Event2026-03-31

Filed2026-05-13

SPDR SERIES TRUST

-36.53%

Shares5.1K

Event2026-03-31

Filed2026-05-13

EEM

ISHARES TR

59.03%

Shares8.6K

Event2026-03-31

Filed2026-05-13

SEA LTD

-20.20%

Shares5.8K

Event2026-03-31

Filed2026-05-13

VLUE

ISHARES TR

59.28%

Shares3.4K

Event2026-03-31

Filed2026-05-13

WTW

WILLIS TOWERS WATSON PLC LTD

97.96%

Shares1.6K

Event2026-03-31

Filed2026-05-13

INTC

INTEL CORP

New

Shares10.8K

Event2026-03-31

Filed2026-05-13

SUB

ISHARES TR

25.10%

Shares4.5K

Event2026-03-31

Filed2026-05-13

DFAC

DIMENSIONAL ETF TRUST

-0.24%

Shares12.2K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

20.90%

Shares6.1K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

55.52%

Shares4.2K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

36.89%

Shares783

Event2026-03-31

Filed2026-05-13

HSBC

HSBC HLDGS PLC

New

Shares5.7K

Event2026-03-31

Filed2026-05-13

XHLF

BONDBLOXX ETF TRUST

5.38%

Shares9.4K

Event2026-03-31

Filed2026-05-13

RELX

RELX PLC

New

Shares14.1K

Event2026-03-31

Filed2026-05-13

ILMN

ILLUMINA INC

146.09%

Shares3.8K

Event2026-03-31

Filed2026-05-13

DOW

DOW HLDGS INC

New

Shares11.1K

Event2026-03-31

Filed2026-05-13

RSMV

LISTED FDS TR

New

Shares17.5K

Event2026-03-31

Filed2026-05-13

PODD

INSULET CORP

205.00%

Shares2.2K

Event2026-03-31

Filed2026-05-13

AMP

AMERIPRISE FINL INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-13

BROADRIDGE FINL SOLUTIONS IN

17.17%

Shares2.8K

Event2026-03-31

Filed2026-05-13

EZU

ISHARES INC

60.69%

Shares7.3K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

New

Shares2.3K

Event2026-03-31

Filed2026-05-13

MIR

MIRION TECHNOLOGIES INC

New

Shares23.9K

Event2026-03-31

Filed2026-05-13

LII

LENNOX INTL INC

15.82%

Shares952

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

28.65%

Shares1.2K

Event2026-03-31

Filed2026-05-13

VIK

VIKING HOLDINGS LTD

New

Shares5.9K

Event2026-03-31

Filed2026-05-13

RSG

REPUBLIC SVCS INC

56.46%

Shares2.0K

Event2026-03-31

Filed2026-05-13

FND

FLOOR & DECOR HLDGS INC

New

Shares8.4K

Event2026-03-31

Filed2026-05-13

TECH

BIO-TECHNE CORP

New

Shares8.1K

Event2026-03-31

Filed2026-05-13

EPAC

ENERPAC TOOL GROUP CORP

-36.87%

Shares11.6K

Event2026-03-31

Filed2026-05-13

MELI

MERCADOLIBRE INC

-7.63%

Shares242

Event2026-03-31

Filed2026-05-13

CTVA

CORTEVA INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-13

IEV

ISHARES TR

60.21%

Shares6.1K

Event2026-03-31

Filed2026-05-13

ALLE

ALLEGION PLC

19.16%

Shares2.8K

Event2026-03-31

Filed2026-05-13

SPG

SIMON PPTY GROUP INC NEW

36.13%

Shares2.2K

Event2026-03-31

Filed2026-05-13

ADP

AUTOMATIC DATA PROCESSING IN

74.51%

Shares2.0K

Event2026-03-31

Filed2026-05-13

SAN

BANCO SANTANDER SA

133.98%

Shares35.3K

Event2026-03-31

Filed2026-05-13

CELH

CELSIUS HLDGS INC

New

Shares11.2K

Event2026-03-31

Filed2026-05-13

EXPO

EXPONENT INC

19.09%

Shares6.0K

Event2026-03-31

Filed2026-05-13

BROOKFIELD CORP

38.17%

Shares9.6K

Event2026-03-31

Filed2026-05-13

MUFG

MITSUBISHI UFJ FINANCIAL GRO

122.56%

Shares22.9K

Event2026-03-31

Filed2026-05-13

COHERENT CORP

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

ADPT

ADAPTIVE BIOTECHNOLOGIES COR

New

Shares27.6K

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

59.11%

Shares1.3K

Event2026-03-31

Filed2026-05-13

IXUS

ISHARES TR

New

Shares4.4K

Event2026-03-31

Filed2026-05-13

QNITY ELECTRONICS INC

New

Shares3.3K

Event2026-03-31

Filed2026-05-13

ELF

E L F BEAUTY INC

New

Shares6.2K

Event2026-03-31

Filed2026-05-13

KNG

FIRST TR EXCHANGE-TRADED FD

54.45%

Shares7.6K

Event2026-03-31

Filed2026-05-13

TRNO

TERRENO RLTY CORP

New

Shares5.9K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

New

Shares5.2K

Event2026-03-31

Filed2026-05-13

HGER

HARBOR ETF TRUST

-12.24%

Shares11.7K

Event2026-03-31

Filed2026-05-13

WDAY

WORKDAY INC

New

Shares2.8K

Event2026-03-31

Filed2026-05-13

DUPONT DE NEMOURS INC

New

Shares7.7K

Event2026-03-31

Filed2026-05-13

BMI

BADGER METER INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-13

VANGUARD INTL EQUITY INDEX F

9.31%

Shares2.5K

Event2026-03-31

Filed2026-05-13

YUMC

YUM CHINA HLDGS INC

New

Shares7.2K

Event2026-03-31

Filed2026-05-13

THOMSON REUTERS CORP

New

Shares3.9K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC

New

Shares5.3K

Event2026-03-31

Filed2026-05-13

OKE

ONEOK INC NEW

New

Shares3.9K

Event2026-03-31

Filed2026-05-13

JKHY

HENRY JACK & ASSOC INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-13

EXLS

EXLSERVICE HLDGS INC

New

Shares11.4K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

3.97%

Shares1.8K

Event2026-03-31

Filed2026-05-13

CDW

CDW CORP

New

Shares2.9K

Event2026-03-31

Filed2026-05-13

MCK

MCKESSON CORP

22.29%

Shares395

Event2026-03-31

Filed2026-05-13

RYAN

RYAN SPECIALTY HOLDINGS INC

-35.98%

Shares9.9K

Event2026-03-31

Filed2026-05-13

GLDM

WORLD GOLD TR

-20.04%

Shares3.6K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

New

Shares774

Event2026-03-31

Filed2026-05-13

WSO

WATSCO INC

55.77%

Shares891

Event2026-03-31

Filed2026-05-13

OSK

OSHKOSH CORP

46.85%

Shares2.2K

Event2026-03-31

Filed2026-05-13

PLD

PROLOGIS INC.

New

Shares2.4K

Event2026-03-31

Filed2026-05-13

SFBS

SERVISFIRST BANCSHARES INC

-31.32%

Shares4.4K

Event2026-03-31

Filed2026-05-13

SOUTHERN CO

-0.31%

Shares3.3K

Event2026-03-31

Filed2026-05-13

BRO

BROWN & BROWN INC

18.88%

Shares4.8K

Event2026-03-31

Filed2026-05-13

OLED

UNIVERSAL DISPLAY CORP

23.08%

Shares3.4K

Event2026-03-31

Filed2026-05-13

TFIN

TRIUMPH FINANCIAL INC

New

Shares5.2K

Event2026-03-31

Filed2026-05-13

CRWD

CROWDSTRIKE HLDGS INC

New

Shares796

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

New

Shares520

Event2026-03-31

Filed2026-05-13

RIO

RIO TINTO PLC

New

Shares3.3K

Event2026-03-31

Filed2026-05-13

UNH

UNITEDHEALTH GROUP INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

New

Shares958

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

42.11%

Shares1.9K

Event2026-03-31

Filed2026-05-13

IWD

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

MORN

MORNINGSTAR INC

-27.98%

Shares1.8K

Event2026-03-31

Filed2026-05-13

TTC

TORO CO

New

Shares3.2K

Event2026-03-31

Filed2026-05-13

STIP

ISHARES TR

-42.95%

Shares2.8K

Event2026-03-31

Filed2026-05-13

BBAI

BIGBEAR AI HLDGS INC

63.66%

Shares83.7K

Event2026-03-31

Filed2026-05-13

PNC

PNC FINL SVCS GROUP INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

USPH

U S PHYSICAL THERAPY

New

Shares3.8K

Event2026-03-31

Filed2026-05-13

FORD MTR CO

30.05%

Shares24.7K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

New

Shares1.9K

Event2026-03-31

Filed2026-05-13

NU HLDGS LTD

-10.97%

Shares19.3K

Event2026-03-31

Filed2026-05-13

CAH

CARDINAL HEALTH INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-13

ITW

ILLINOIS TOOL WKS INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-13

FAST

FASTENAL CO

New

Shares5.7K

Event2026-03-31

Filed2026-05-13

REALTY INCOME CORP

New

Shares4.3K

Event2026-03-31

Filed2026-05-13

KVUE

KENVUE INC

New

Shares14.8K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

New

Shares974

Event2026-03-31

Filed2026-05-13

CHDN

CHURCHILL DOWNS INC

New

Shares2.8K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

BAX

BAXTER INTL INC

New

Shares14.5K

Event2026-03-31

Filed2026-05-13

NATWEST GROUP PLC

45.62%

Shares16.3K

Event2026-03-31

Filed2026-05-13

DXCM

DEXCOM INC

New

Shares3.8K

Event2026-03-31

Filed2026-05-13

OXFORD LANE CAP CORP

New

Shares23.3K

Event2026-03-31

Filed2026-05-13

EATON CORP PLC

New

Shares635

Event2026-03-31

Filed2026-05-13

ARES

ARES MANAGEMENT CORPORATION

75.53%

Shares2.1K

Event2026-03-31

Filed2026-05-13

BSX

BOSTON SCIENTIFIC CORP

-61.78%

Shares3.6K

Event2026-03-31

Filed2026-05-13

TMUS

T-MOBILE US INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-13

ROL

ROLLINS INC

New

Shares4.2K

Event2026-03-31

Filed2026-05-13

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares6.4K

Event2026-03-31

Filed2026-05-13

NCNO

NCINO INC

-34.17%

Shares14.3K

Event2026-03-31

Filed2026-05-13

DUBS

ETF SER SOLUTIONS

0.02%

Shares5.8K

Event2026-03-31

Filed2026-05-13

INTL

NORTHERN LTS FD TR IV

New

Shares7.3K

Event2026-03-31

Filed2026-05-13

SPSC

SPS COMM INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-13

AVUV

AMERICAN CENTY ETF TR

New

Shares1.9K

Event2026-03-31

Filed2026-05-13

VLO

VALERO ENERGY CORP

New

Shares836

Event2026-03-31

Filed2026-05-13

MAA

MID-AMER APT CMNTYS INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-13

HBAN

HUNTINGTON BANCSHARES INC

New

Shares13.1K

Event2026-03-31

Filed2026-05-13

SCHO

SCHWAB STRATEGIC TR

New

Shares8.4K

Event2026-03-31

Filed2026-05-13

PUTNAM ETF TRUST

New

Shares27.7K

Event2026-03-31

Filed2026-05-13

CTRA

COTERRA ENERGY INC

New

Shares5.7K

Event2026-03-31

Filed2026-05-13

INDI

INDIE SEMICONDUCTOR INC

0.25%

Shares44.8K

Event2026-03-31

Filed2026-05-13

HLN

HALEON PLC

New

Shares13.4K

Event2026-03-31

Filed2026-05-13

AGNC

AGNC INVT CORP

New

Shares12.8K

Event2026-03-31

Filed2026-05-13

EDIT

EDITAS MEDICINE INC

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-13

FEMY

FEMASYS INC

New

Shares12.1K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

COST Call CallCOSTCO WHOLESALE CORPORATION2.6K sharesnew addition2026-03-312026-05-13

ABT Call CallABBOTT LABORATORIES3.7K sharesnew addition2026-03-312026-05-13

GLD Call CallSPDR GOLD TR100 sharesnew addition2026-03-312026-05-13

COST Call

COSTCO WHOLESALE CORPORATION

New

Shares2.6K

Event2026-03-31

Filed2026-05-13

ABT Call

ABBOTT LABORATORIES

New

Shares3.7K

Event2026-03-31

Filed2026-05-13

GLD Call

SPDR GOLD TR

New

Shares100

Event2026-03-31

Filed2026-05-13

Put Option Holdings

No put option holdings data available