Sponsored

The Analysis of Gilbert & Cook, Inc.'s Holdings & P&L

Currently, Gilbert & Cook, Inc. holds 229 types of securities in its portfolio with a total value $869.0M. In the most recent quarter, they have increased their positions in BND (+47.0K shares, valued at $3.4M), N/A (+8.5K shares, valued at $2.3M), N/A (+2.6K shares, valued at $1.5M); decreased their positions in CAT (-1.5K shares, valued at $1.6M), IWL (-8.0K shares, valued at $1.5M), GOOG (-2.9K shares, valued at $1.0M); initiated new positions in N/A (+8.5K shares, valued at $2.3M), DELL (+3.4K shares, valued at $1.4M), LRCX (+3.1K shares, valued at $1.4M).

1M P&L

-6.1M-1.02%

3M P&L

+4.4M+0.74%

HY P&L

+15.6M+2.67%

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/A446.3M

73.3%

2Semiconductors18.0M

3.0%

3Internet Content & Information14.1M

2.3%

Top Industries by Stock Count

1N/A56 stocks

28.7%

2Software - Application7 stocks

3.6%

3Asset Management7 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR276.1K shares-0.42%2026-06-302026-07-28

IWL ISHARES TR508.4K shares-1.54%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS1.2M shares-1.11%2026-06-302026-07-28

JHMM JOHN HANCOCK EXCHANGE TRADED1.0M shares0.66%2026-06-302026-07-28

BND VANGUARD BD INDEX FDS854.2K shares5.82%2026-06-302026-07-28

IWR ISHARES TR340.5K shares-1.32%2026-06-302026-07-28

JHSC JOHN HANCOCK EXCHANGE TRADED723.1K shares3.79%2026-06-302026-07-28

NVDA NVIDIA CORPORATION65.7K shares0.53%2026-06-302026-07-28

Sponsored

GOOG ALPHABET INC32.8K shares-8.19%2026-06-302026-07-28

IWM ISHARES TR35.8K shares-1.96%2026-06-302026-07-28

ARES CAPITAL CORP ARES CAPITAL CORP394.8K shares-10.71%2026-06-302026-07-28

IWV ISHARES TR16.5K shares-0.04%2026-06-302026-07-28

AMZN AMAZON COM INC26.5K shares-4.30%2026-06-302026-07-28

AAPL APPLE INC20.1K shares27.20%2026-06-302026-07-28

TSLA TESLA INC11.8K shares1.22%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS11.1K shares-4.23%2026-06-302026-07-28

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST46.3K shares3.47%2026-06-302026-07-28

UPS UNITED PARCEL SVCS INC36.8K shares-2.58%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.3K shares-1.04%2026-06-302026-07-28

MSFT MICROSOFT CORP9.6K shares-0.27%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL6.0K shares-1.34%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP21.7K shares-0.32%2026-06-302026-07-28

IJH ISHARES TR36.9K shares-2.05%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.2K shares0.32%2026-06-302026-07-28

Sponsored

BROADCOM INC BROADCOM INC6.7K shares55.79%2026-06-302026-07-28

CDNS CADENCE DESIGN SYSTEM INC6.7K shares28.91%2026-06-302026-07-28

WFC WELLS FARGO & CO30.0K shares38.02%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC4.2K shares165.53%2026-06-302026-07-28

ISHARES TR ISHARES TR23.6K shares0.00%2026-06-302026-07-28

ASCENDIS PHARMA A/S ASCENDIS PHARMA A/S8.5K sharesnew addition2026-06-302026-07-28

JNJ JOHNSON & JOHNSON8.8K shares-0.16%2026-06-302026-07-28

CAT CATERPILLAR INC2.0K shares-42.95%2026-06-302026-07-28

Sponsored

PH PARKER-HANNIFIN CORP2.2K shares0.82%2026-06-302026-07-28

QQQ INVESCO QQQ TR2.9K shares14.63%2026-06-302026-07-28

WMT WALMART INC18.5K shares-0.29%2026-06-302026-07-28

PG PROCTER & GAMBLE CO14.1K shares-2.04%2026-06-302026-07-28

RKLB ROCKET LAB CORP20.1K shares-23.43%2026-06-302026-07-28

LHX L3HARRIS TECHNOLOGIES INC6.7K shares0.15%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC16.2K shares-29.17%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC10.3K shares0.98%2026-06-302026-07-28

Sponsored

ABBVIE INC ABBVIE INC7.4K shares-0.91%2026-06-302026-07-28

LLY ELI LILLY & CO1.4K shares-3.03%2026-06-302026-07-28

GOOGL ALPHABET INC4.7K shares3.57%2026-06-302026-07-28

IJR ISHARES TR11.2K shares-0.43%2026-06-302026-07-28

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN9.0K shares11.44%2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.22.7K shares-0.72%2026-06-302026-07-28

HEI.A HEICO CORP NEW6.2K shares2.43%2026-06-302026-07-28

TPL TEXAS PACIFIC LAND CORPORATI3.6K shares-5.11%2026-06-302026-07-28

Sponsored

HD HOME DEPOT INC4.4K shares0.72%2026-06-302026-07-28

TDG TRANSDIGM GROUP INC1.2K shares0.96%2026-06-302026-07-28

VO VANGUARD INDEX FDS18.5K shares288.67%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.8K shares0.74%2026-06-302026-07-28

DELL DELL TECHNOLOGIES INC3.4K sharesnew addition2026-06-302026-07-28

ARM ARM HOLDINGS PLC4.0K shares-17.41%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR40.9K shares0.00%2026-06-302026-07-28

VMC VULCAN MATLS CO4.7K shares-3.28%2026-06-302026-07-28

Sponsored

LRCX LAM RESEARCH CORP3.1K sharesnew addition2026-06-302026-07-28

VUG VANGUARD INDEX FDS15.8K shares476.16%2026-06-302026-07-28

BK BANK OF NY MELLON CORP9.4K shares0.80%2026-06-302026-07-28

MLM MARTIN MARIETTA MATLS INC2.3K shares9.77%2026-06-302026-07-28

CMI CUMMINS INC1.8K shares0.82%2026-06-302026-07-28

BN BROOKFIELD CORP30.8K shares-6.12%2026-06-302026-07-28

BLK BLACKROCK INC1.3K shares1.14%2026-06-302026-07-28

PFG PRINCIPAL FINANCIAL GROUP IN11.6K shares-0.50%2026-06-302026-07-28

Sponsored

AJG GALLAGHER ARTHUR J & CO5.5K shares9.17%2026-06-302026-07-28

SHOP SHOPIFY INC10.8K shares33.94%2026-06-302026-07-28

ARGENX SE ARGENX SE1.3K shares-0.23%2026-06-302026-07-28

MPWR MONOLITHIC PWR SYS INC860 shares-1.94%2026-06-302026-07-28

MRK MERCK & CO INC9.2K shares1.39%2026-06-302026-07-28

ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC3.9K shares-0.81%2026-06-302026-07-28

MET METLIFE INC13.8K shares0.38%2026-06-302026-07-28

EMXC ISHARES INC11.4K shares-16.46%2026-06-302026-07-28

Sponsored

KKR KKR & CO INC12.6K shares20.41%2026-06-302026-07-28

FITB FIFTH THIRD BANCORP20.3K shares1.18%2026-06-302026-07-28

ORLY OREILLY AUTOMOTIVE INC12.4K shares-11.92%2026-06-302026-07-28

HLT HILTON WORLDWIDE HLDGS INC3.4K shares-20.69%2026-06-302026-07-28

PLD PROLOGIS INC.8.3K shares9.19%2026-06-302026-07-28

UNP UNION PAC CORP4.2K shares0.00%2026-06-302026-07-28

CBRE CBRE GROUP INC8.3K shares13.27%2026-06-302026-07-28

COHR COHERENT CORP2.8K shares-0.14%2026-06-302026-07-28

Sponsored

BAC BANK OF AMER CORP18.6K shares0.96%2026-06-302026-07-28

COP CONOCOPHILLIPS10.2K shares1.08%2026-06-302026-07-28

DAL DELTA AIR LINES INC11.2K shares3.52%2026-06-302026-07-28

KO COCA COLA CO12.8K shares-1.28%2026-06-302026-07-28

PRU PRUDENTIAL FINL INC9.6K shares1.64%2026-06-302026-07-28

KMI KINDER MORGAN INC DEL31.9K shares0.65%2026-06-302026-07-28

IBDZ ISHARES TR37.7K shares0.00%2026-06-302026-07-28

IBCA ISHARES TR38.3K shares0.00%2026-06-302026-07-28

Sponsored

IBDU ISHARES TR42.3K shares0.00%2026-06-302026-07-28

IBDX ISHARES TR38.9K shares0.00%2026-06-302026-07-28

IBDY ISHARES TR38.0K shares0.00%2026-06-302026-07-28

IBDV ISHARES TR44.8K shares0.00%2026-06-302026-07-28

OKTA OKTA INC7.1K shares-1.98%2026-06-302026-07-28

IBDW ISHARES TR46.7K shares0.00%2026-06-302026-07-28

USB US BANCORP16.0K shares1.45%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC22.9K shares1.63%2026-06-302026-07-28

Sponsored

QCOM QUALCOMM INC5.2K shares0.51%2026-06-302026-07-28

CASY CASEYS GEN STORES INC1.2K shares-0.25%2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS3.3K shares-4.65%2026-06-302026-07-28

CSX CSX CORP19.3K shares0.61%2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC7.7K shares-0.84%2026-06-302026-07-28

ISRG INTUITIVE SURGICAL INC2.3K shares-1.23%2026-06-302026-07-28

GD GENERAL DYNAMICS CORP2.5K shares0.64%2026-06-302026-07-28

MCD MCDONALDS CORP3.2K shares0.47%2026-06-302026-07-28

Sponsored

MO ALTRIA GROUP INC11.8K shares0.69%2026-06-302026-07-28

BIPC BROOKFIELD INFRASTRUCTURE CO21.5K shares4.80%2026-06-302026-07-28

FMB FIRST TR EXCH TRADED FD III16.0K shares0.00%2026-06-302026-07-28

BRO BROWN & BROWN INC12.8K shares10.34%2026-06-302026-07-28

WAB WABTEC3.0K shares-0.53%2026-06-302026-07-28

MMC MARSH & MCLENNAN COS INC4.9K shares-0.27%2026-06-302026-07-28

C CITIGROUP INC5.8K shares0.75%2026-06-302026-07-28

APPLOVIN CORP APPLOVIN CORP1.6K shares1.69%2026-06-302026-07-28

Sponsored

DE DEERE & CO1.3K shares-51.86%2026-06-302026-07-28

SOUTHERN CO SOUTHERN CO8.2K shares0.50%2026-06-302026-07-28

SPEM SPDR INDEX SHS FDS15.1K shares0.00%2026-06-302026-07-28

BE BLOOM ENERGY CORP2.6K shares0.66%2026-06-302026-07-28

ENTG ENTEGRIS INC4.3K shares2.82%2026-06-302026-07-28

LAMR LAMAR ADVERTISING CO5.0K shares1.79%2026-06-302026-07-28

PNC PNC FINL SVCS GROUP INC3.1K shares1.35%2026-06-302026-07-28

MKL MARKEL GROUP INC387 shares-8.08%2026-06-302026-07-28

Sponsored

IWP ISHARES TR5.1K shares0.00%2026-06-302026-07-28

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-28

FERG FERGUSON ENTERPRISES INC3.1K shares1.04%2026-06-302026-07-28

DFUV DIMENSIONAL ETF TRUST13.2K shares0.00%2026-06-302026-07-28

ISHARES TR ISHARES TR27.7K sharesnew addition2026-06-302026-07-28

T AT&T INC33.3K shares1.21%2026-06-302026-07-28

PEP PEPSICO INC5.1K shares1.23%2026-06-302026-07-28

SCHV SCHWAB STRATEGIC TR19.7K shares0.00%2026-06-302026-07-28

Sponsored

IWF ISHARES TR5.5K shares300.00%2026-06-302026-07-28

VEEV VEEVA SYS INC3.8K shares26.49%2026-06-302026-07-28

AUR AURORA INNOVATION INC98.1K shares50.30%2026-06-302026-07-28

DASH DOORDASH INC3.6K shares0.14%2026-06-302026-07-28

INTC INTEL CORP4.8K sharesnew addition2026-06-302026-07-28

PFE PFIZER INC26.5K shares1.20%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.5K shares-1.09%2026-06-302026-07-28

LPLA LPL FINL HLDGS INC2.3K shares12.39%2026-06-302026-07-28

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP7.6K shares1.07%2026-06-302026-07-28

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A1.3K shares0.75%2026-06-302026-07-28

AEP AMERICAN ELEC PWR CO INC4.4K shares1.76%2026-06-302026-07-28

ABT ABBOTT LABORATORIES6.7K shares1.70%2026-06-302026-07-28

TXN TEXAS INSTRS INC2.0K sharesnew addition2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP1.2K shares-0.34%2026-06-302026-07-28

IBDR ISHARES TR24.3K shares0.00%2026-06-302026-07-28

H HYATT HOTELS CORP3.0K shares1.51%2026-06-302026-07-28

Sponsored

IBDS ISHARES TR23.5K shares0.00%2026-06-302026-07-28

SCHB SCHWAB STRATEGIC TR19.0K shares0.00%2026-06-302026-07-28

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL5.7K shares6.92%2026-06-302026-07-28

MSCI MSCI INC976 shares-12.07%2026-06-302026-07-28

MEDTRONIC PLC MEDTRONIC PLC6.9K shares1.72%2026-06-302026-07-28

MS MORGAN STANLEY2.6K shares1.67%2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC730 shares-15.61%2026-06-302026-07-28

CMCSA COMCAST CORP NEW21.5K shares0.27%2026-06-302026-07-28

Sponsored

TYL TYLER TECHNOLOGIES INC1.8K shares41.51%2026-06-302026-07-28

CI THE CIGNA GROUP1.9K shares1.25%2026-06-302026-07-28

VSGX VANGUARD WORLD FD6.2K shares-12.10%2026-06-302026-07-28

BALL BALL CORP8.2K shares3.60%2026-06-302026-07-28

BAM BROOKFIELD ASSET MANAGMT LTD11.2K shares28.60%2026-06-302026-07-28

IBTG ISHARES TR21.7K sharesnew addition2026-06-302026-07-28

IBTH ISHARES TR22.0K shares0.00%2026-06-302026-07-28

GPCR STRUCTURE THERAPEUTICS INC9.2K shares-0.28%2026-06-302026-07-28

Sponsored

IBDT ISHARES TR19.5K shares0.00%2026-06-302026-07-28

IBTI ISHARES TR22.1K shares0.00%2026-06-302026-07-28

ROP ROPER TECHNOLOGIES INC1.4K shares1.56%2026-06-302026-07-28

LEN LENNAR CORP5.3K shares1.63%2026-06-302026-07-28

CFG CITIZENS FINL GROUP INC6.8K shares1.46%2026-06-302026-07-28

FICO FAIR ISAAC CORP388 shares1.84%2026-06-302026-07-28

GILD GILEAD SCIENCES INC3.5K shares0.08%2026-06-302026-07-28

WPC WP CAREY INC6.3K shares1.35%2026-06-302026-07-28

Sponsored

CCI CROWN CASTLE INC5.9K shares1.24%2026-06-302026-07-28

BDX BECTON DICKINSON & CO2.9K shares-1.08%2026-06-302026-07-28

SCHC SCHWAB STRATEGIC TR8.6K shares0.00%2026-06-302026-07-28

SUNB SUNBELT RENTALS HOLDINGS INC5.4K shares33.99%2026-06-302026-07-28

ADP AUTOMATIC DATA PROCESSING IN1.8K shares-0.11%2026-06-302026-07-28

FAST FASTENAL CO8.3K shares0.77%2026-06-302026-07-28

S&P GLOBAL INC S&P GLOBAL INC970 shares0.10%2026-06-302026-07-28

VB VANGUARD INDEX FDS1.3K shares5.67%2026-06-302026-07-28

Sponsored

PRM PERIMETER SOLUTIONS INC10.6K shares12.39%2026-06-302026-07-28

IEMG ISHARES INC4.5K sharesnew addition2026-06-302026-07-28

SCHE SCHWAB STRATEGIC TR10.2K shares-7.64%2026-06-302026-07-28

VBK VANGUARD INDEX FDS999 shares0.00%2026-06-302026-07-28

DHR DANAHER CORP DEL1.9K shares1.01%2026-06-302026-07-28

MCO MOODYS CORP795 sharesnew addition2026-06-302026-07-28

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION3.2K shares13.30%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION378 shares1.61%2026-06-302026-07-28

Sponsored

IDEXX LABS INC IDEXX LABS INC631 shares0.96%2026-06-302026-07-28

AME AMETEK INC1.4K shares1.20%2026-06-302026-07-28

HOOD ROBINHOOD MKTS INC3.2K shares2.55%2026-06-302026-07-28

WAT WATERS CORP845 shares13.27%2026-06-302026-07-28

TOST TOAST INC11.4K sharesnew addition2026-06-302026-07-28

CSGP COSTAR GROUP INC10.9K shares1.83%2026-06-302026-07-28

IBIT ISHARES BITCOIN TRUST ETF9.2K shares3.77%2026-06-302026-07-28

FND FLOOR & DECOR HLDGS INC5.1K shares1.24%2026-06-302026-07-28

Sponsored

FNF FIDELITY NATL FINL INC6.4K shares1.47%2026-06-302026-07-28

VTV VANGUARD INDEX FDS1.4K shares0.00%2026-06-302026-07-28

CGNX COGNEX CORP4.1K sharesnew addition2026-06-302026-07-28

DOC HEALTHPEAK PROPERTIES INC13.6K shares0.90%2026-06-302026-07-28

DNLI DENALI THERAPEUTICS INC11.2K shares2.83%2026-06-302026-07-28

DINO HF SINCLAIR CORP4.1K shares-0.05%2026-06-302026-07-28

VEU VANGUARD INTL EQUITY INDEX F3.4K shares-12.73%2026-06-302026-07-28

VBR VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-07-28

Sponsored

VGT VANGUARD WORLD FD2.4K shares700.67%2026-06-302026-07-28

CMG CHIPOTLE MEXICAN GRILL INC8.4K shares-1.09%2026-06-302026-07-28

OVV OVINTIV INC5.4K shares1.44%2026-06-302026-07-28

OBDC BLUE OWL CAPITAL CORPORATION24.7K shares-3.73%2026-06-302026-07-28

KNSL KINSALE CAP GROUP INC809 shares-0.74%2026-06-302026-07-28

GWW WW GRAINGER INC192 sharesnew addition2026-06-302026-07-28

JHML JOHN HANCOCK EXCHANGE TRADED2.8K shares0.00%2026-06-302026-07-28

DFUS DIMENSIONAL ETF TRUST3.1K shares0.00%2026-06-302026-07-28

Sponsored

GE GE AEROSPACE661 sharesnew addition2026-06-302026-07-28

GLPI GAMING & LEISURE P5.4K shares1.52%2026-06-302026-07-28

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.0K shares0.00%2026-06-302026-07-28

VNQ VANGUARD INDEX FDS2.5K shares4.29%2026-06-302026-07-28

BEPC BROOKFIELD RENEWABLE CORP6.4K shares-27.56%2026-06-302026-07-28

DFAC DIMENSIONAL ETF TRUST5.3K shares0.00%2026-06-302026-07-28

ROST ROSS STORES INC1.1K shares0.46%2026-06-302026-07-28

DOCU DOCUSIGN INC5.2K shares-1.14%2026-06-302026-07-28

Sponsored

RDDT REDDIT INC1.3K sharesnew addition2026-06-302026-07-28

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC12.7K sharesnew addition2026-06-302026-07-28

BR BROADRIDGE FINL SOLUTIONS IN1.6K shares1.80%2026-06-302026-07-28

FWONA LIBERTY MEDIA CORP DEL2.5K sharesnew addition2026-06-302026-07-28

WCN WASTE CONNECTIONS INC1.3K shares1.27%2026-06-302026-07-28

ITW ILLINOIS TOOL WKS INC786 shares0.00%2026-06-302026-07-28

ARCH CAP GROUP LTD ARCH CAP GROUP LTD2.2K shares-13.55%2026-06-302026-07-28

VYM VANGUARD WHITEHALL FDS1.3K sharesnew addition2026-06-302026-07-28

Sponsored

LLYVK LIBERTY LIVE HOLDINGS INC1.9K sharesnew addition2026-06-302026-07-28

IUSB ISHARES TR4.3K shares0.00%2026-06-302026-07-28

MSDL MORGAN STANLEY DIRECT LENDIN12.1K shares0.00%2026-06-302026-07-28

LPRO OPEN LENDING CORP46.4K shares0.00%2026-06-302026-07-28

GPUS HYPERSCALE DATA INC30.0K shares0.00%2026-06-302026-07-28

ISHARES TR

-0.42%

Shares276.1K

Event2026-06-30

Filed2026-07-28

IWL

ISHARES TR

-1.54%

Shares508.4K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

-1.11%

Shares1.2M

Event2026-06-30

Filed2026-07-28

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.66%

Shares1.0M

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

5.82%

Shares854.2K

Event2026-06-30

Filed2026-07-28

IWR

ISHARES TR

-1.32%

Shares340.5K

Event2026-06-30

Filed2026-07-28

JHSC

JOHN HANCOCK EXCHANGE TRADED

3.79%

Shares723.1K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

0.53%

Shares65.7K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-8.19%

Shares32.8K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

-1.96%

Shares35.8K

Event2026-06-30

Filed2026-07-28

ARES CAPITAL CORP

-10.71%

Shares394.8K

Event2026-06-30

Filed2026-07-28

IWV

ISHARES TR

-0.04%

Shares16.5K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-4.30%

Shares26.5K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

27.20%

Shares20.1K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

1.22%

Shares11.8K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

-4.23%

Shares11.1K

Event2026-06-30

Filed2026-07-28

SPDR SERIES TRUST

3.47%

Shares46.3K

Event2026-06-30

Filed2026-07-28

UPS

UNITED PARCEL SVCS INC

-2.58%

Shares36.8K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

-1.04%

Shares5.3K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

-0.27%

Shares9.6K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.34%

Shares6.0K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

-0.32%

Shares21.7K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

-2.05%

Shares36.9K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

0.32%

Shares8.2K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

55.79%

Shares6.7K

Event2026-06-30

Filed2026-07-28

CDNS

CADENCE DESIGN SYSTEM INC

28.91%

Shares6.7K

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

38.02%

Shares30.0K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

165.53%

Shares4.2K

Event2026-06-30

Filed2026-07-28

ISHARES TR

0.00%

Shares23.6K

Event2026-06-30

Filed2026-07-28

ASCENDIS PHARMA A/S

New

Shares8.5K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

-0.16%

Shares8.8K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

-42.95%

Shares2.0K

Event2026-06-30

Filed2026-07-28

PARKER-HANNIFIN CORP

0.82%

Shares2.2K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

14.63%

Shares2.9K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

-0.29%

Shares18.5K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-2.04%

Shares14.1K

Event2026-06-30

Filed2026-07-28

RKLB

ROCKET LAB CORP

-23.43%

Shares20.1K

Event2026-06-30

Filed2026-07-28

LHX

L3HARRIS TECHNOLOGIES INC

0.15%

Shares6.7K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

-29.17%

Shares16.2K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

0.98%

Shares10.3K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

-0.91%

Shares7.4K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

-3.03%

Shares1.4K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

3.57%

Shares4.7K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

-0.43%

Shares11.2K

Event2026-06-30

Filed2026-07-28

LIVE NATION ENTERTAINMENT IN

11.44%

Shares9.0K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

-0.72%

Shares22.7K

Event2026-06-30

Filed2026-07-28

HEI.A

HEICO CORP NEW

2.43%

Shares6.2K

Event2026-06-30

Filed2026-07-28

TPL

TEXAS PACIFIC LAND CORPORATI

-5.11%

Shares3.6K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

0.72%

Shares4.4K

Event2026-06-30

Filed2026-07-28

TDG

TRANSDIGM GROUP INC

0.96%

Shares1.2K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

288.67%

Shares18.5K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

0.74%

Shares2.8K

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-28

ARM

ARM HOLDINGS PLC

-17.41%

Shares4.0K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares40.9K

Event2026-06-30

Filed2026-07-28

VMC

VULCAN MATLS CO

-3.28%

Shares4.7K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

New

Shares3.1K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

476.16%

Shares15.8K

Event2026-06-30

Filed2026-07-28

BANK OF NY MELLON CORP

0.80%

Shares9.4K

Event2026-06-30

Filed2026-07-28

MLM

MARTIN MARIETTA MATLS INC

9.77%

Shares2.3K

Event2026-06-30

Filed2026-07-28

CMI

CUMMINS INC

0.82%

Shares1.8K

Event2026-06-30

Filed2026-07-28

BROOKFIELD CORP

-6.12%

Shares30.8K

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK INC

1.14%

Shares1.3K

Event2026-06-30

Filed2026-07-28

PFG

PRINCIPAL FINANCIAL GROUP IN

-0.50%

Shares11.6K

Event2026-06-30

Filed2026-07-28

AJG

GALLAGHER ARTHUR J & CO

9.17%

Shares5.5K

Event2026-06-30

Filed2026-07-28

SHOP

SHOPIFY INC

33.94%

Shares10.8K

Event2026-06-30

Filed2026-07-28

ARGENX SE

-0.23%

Shares1.3K

Event2026-06-30

Filed2026-07-28

MPWR

MONOLITHIC PWR SYS INC

-1.94%

Shares860

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

1.39%

Shares9.2K

Event2026-06-30

Filed2026-07-28

ALNYLAM PHARMACEUTICALS INC

-0.81%

Shares3.9K

Event2026-06-30

Filed2026-07-28

MET

METLIFE INC

0.38%

Shares13.8K

Event2026-06-30

Filed2026-07-28

EMXC

ISHARES INC

-16.46%

Shares11.4K

Event2026-06-30

Filed2026-07-28

KKR

KKR & CO INC

20.41%

Shares12.6K

Event2026-06-30

Filed2026-07-28

FITB

FIFTH THIRD BANCORP

1.18%

Shares20.3K

Event2026-06-30

Filed2026-07-28

ORLY

OREILLY AUTOMOTIVE INC

-11.92%

Shares12.4K

Event2026-06-30

Filed2026-07-28

HLT

HILTON WORLDWIDE HLDGS INC

-20.69%

Shares3.4K

Event2026-06-30

Filed2026-07-28

PLD

PROLOGIS INC.

9.19%

Shares8.3K

Event2026-06-30

Filed2026-07-28

UNP

UNION PAC CORP

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-28

CBRE

CBRE GROUP INC

13.27%

Shares8.3K

Event2026-06-30

Filed2026-07-28

COHR

COHERENT CORP

-0.14%

Shares2.8K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

0.96%

Shares18.6K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

1.08%

Shares10.2K

Event2026-06-30

Filed2026-07-28

DAL

DELTA AIR LINES INC

3.52%

Shares11.2K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

-1.28%

Shares12.8K

Event2026-06-30

Filed2026-07-28

PRU

PRUDENTIAL FINL INC

1.64%

Shares9.6K

Event2026-06-30

Filed2026-07-28

KMI

KINDER MORGAN INC DEL

0.65%

Shares31.9K

Event2026-06-30

Filed2026-07-28

IBDZ

ISHARES TR

0.00%

Shares37.7K

Event2026-06-30

Filed2026-07-28

IBCA

ISHARES TR

0.00%

Shares38.3K

Event2026-06-30

Filed2026-07-28

IBDU

ISHARES TR

0.00%

Shares42.3K

Event2026-06-30

Filed2026-07-28

IBDX

ISHARES TR

0.00%

Shares38.9K

Event2026-06-30

Filed2026-07-28

IBDY

ISHARES TR

0.00%

Shares38.0K

Event2026-06-30

Filed2026-07-28

IBDV

ISHARES TR

0.00%

Shares44.8K

Event2026-06-30

Filed2026-07-28

OKTA

OKTA INC

-1.98%

Shares7.1K

Event2026-06-30

Filed2026-07-28

IBDW

ISHARES TR

0.00%

Shares46.7K

Event2026-06-30

Filed2026-07-28

USB

US BANCORP

1.45%

Shares16.0K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

1.63%

Shares22.9K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

0.51%

Shares5.2K

Event2026-06-30

Filed2026-07-28

CASY

CASEYS GEN STORES INC

-0.25%

Shares1.2K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

-4.65%

Shares3.3K

Event2026-06-30

Filed2026-07-28

CSX

CSX CORP

0.61%

Shares19.3K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

-0.84%

Shares7.7K

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL INC

-1.23%

Shares2.3K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

0.64%

Shares2.5K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

0.47%

Shares3.2K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

0.69%

Shares11.8K

Event2026-06-30

Filed2026-07-28

BIPC

BROOKFIELD INFRASTRUCTURE CO

4.80%

Shares21.5K

Event2026-06-30

Filed2026-07-28

FMB

FIRST TR EXCH TRADED FD III

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-28

BRO

BROWN & BROWN INC

10.34%

Shares12.8K

Event2026-06-30

Filed2026-07-28

WAB

WABTEC

-0.53%

Shares3.0K

Event2026-06-30

Filed2026-07-28

MMC

MARSH & MCLENNAN COS INC

-0.27%

Shares4.9K

Event2026-06-30

Filed2026-07-28

CITIGROUP INC

0.75%

Shares5.8K

Event2026-06-30

Filed2026-07-28

APPLOVIN CORP

1.69%

Shares1.6K

Event2026-06-30

Filed2026-07-28

DEERE & CO

-51.86%

Shares1.3K

Event2026-06-30

Filed2026-07-28

SOUTHERN CO

0.50%

Shares8.2K

Event2026-06-30

Filed2026-07-28

SPEM

SPDR INDEX SHS FDS

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-28

BLOOM ENERGY CORP

0.66%

Shares2.6K

Event2026-06-30

Filed2026-07-28

ENTG

ENTEGRIS INC

2.82%

Shares4.3K

Event2026-06-30

Filed2026-07-28

LAMR

LAMAR ADVERTISING CO

1.79%

Shares5.0K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC

1.35%

Shares3.1K

Event2026-06-30

Filed2026-07-28

MKL

MARKEL GROUP INC

-8.08%

Shares387

Event2026-06-30

Filed2026-07-28

IWP

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-28

FERG

FERGUSON ENTERPRISES INC

1.04%

Shares3.1K

Event2026-06-30

Filed2026-07-28

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-28

ISHARES TR

New

Shares27.7K

Event2026-06-30

Filed2026-07-28

AT&T INC

1.21%

Shares33.3K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

1.23%

Shares5.1K

Event2026-06-30

Filed2026-07-28

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares19.7K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

300.00%

Shares5.5K

Event2026-06-30

Filed2026-07-28

VEEV

VEEVA SYS INC

26.49%

Shares3.8K

Event2026-06-30

Filed2026-07-28

AUR

AURORA INNOVATION INC

50.30%

Shares98.1K

Event2026-06-30

Filed2026-07-28

DASH

DOORDASH INC

0.14%

Shares3.6K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

New

Shares4.8K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

1.20%

Shares26.5K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

-1.09%

Shares1.5K

Event2026-06-30

Filed2026-07-28

LPLA

LPL FINL HLDGS INC

12.39%

Shares2.3K

Event2026-06-30

Filed2026-07-28

PEG

PUBLIC SVC ENTERPRISE GROUP

1.07%

Shares7.6K

Event2026-06-30

Filed2026-07-28

SPOTIFY TECHNOLOGY S A

0.75%

Shares1.3K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELEC PWR CO INC

1.76%

Shares4.4K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

1.70%

Shares6.7K

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

-0.34%

Shares1.2K

Event2026-06-30

Filed2026-07-28

IBDR

ISHARES TR

0.00%

Shares24.3K

Event2026-06-30

Filed2026-07-28

HYATT HOTELS CORP

1.51%

Shares3.0K

Event2026-06-30

Filed2026-07-28

IBDS

ISHARES TR

0.00%

Shares23.5K

Event2026-06-30

Filed2026-07-28

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-28

LIBERTY MEDIA CORP DEL

6.92%

Shares5.7K

Event2026-06-30

Filed2026-07-28

MSCI

MSCI INC

-12.07%

Shares976

Event2026-06-30

Filed2026-07-28

MEDTRONIC PLC

1.72%

Shares6.9K

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY

1.67%

Shares2.6K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

-15.61%

Shares730

Event2026-06-30

Filed2026-07-28

CMCSA

COMCAST CORP NEW

0.27%

Shares21.5K

Event2026-06-30

Filed2026-07-28

TYL

TYLER TECHNOLOGIES INC

41.51%

Shares1.8K

Event2026-06-30

Filed2026-07-28

THE CIGNA GROUP

1.25%

Shares1.9K

Event2026-06-30

Filed2026-07-28

VSGX

VANGUARD WORLD FD

-12.10%

Shares6.2K

Event2026-06-30

Filed2026-07-28

BALL

BALL CORP

3.60%

Shares8.2K

Event2026-06-30

Filed2026-07-28

BAM

BROOKFIELD ASSET MANAGMT LTD

28.60%

Shares11.2K

Event2026-06-30

Filed2026-07-28

IBTG

ISHARES TR

New

Shares21.7K

Event2026-06-30

Filed2026-07-28

IBTH

ISHARES TR

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-28

GPCR

STRUCTURE THERAPEUTICS INC

-0.28%

Shares9.2K

Event2026-06-30

Filed2026-07-28

IBDT

ISHARES TR

0.00%

Shares19.5K

Event2026-06-30

Filed2026-07-28

IBTI

ISHARES TR

0.00%

Shares22.1K

Event2026-06-30

Filed2026-07-28

ROP

ROPER TECHNOLOGIES INC

1.56%

Shares1.4K

Event2026-06-30

Filed2026-07-28

LEN

LENNAR CORP

1.63%

Shares5.3K

Event2026-06-30

Filed2026-07-28

CFG

CITIZENS FINL GROUP INC

1.46%

Shares6.8K

Event2026-06-30

Filed2026-07-28

FICO

FAIR ISAAC CORP

1.84%

Shares388

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC

0.08%

Shares3.5K

Event2026-06-30

Filed2026-07-28

WPC

WP CAREY INC

1.35%

Shares6.3K

Event2026-06-30

Filed2026-07-28

CCI

CROWN CASTLE INC

1.24%

Shares5.9K

Event2026-06-30

Filed2026-07-28

BDX

BECTON DICKINSON & CO

-1.08%

Shares2.9K

Event2026-06-30

Filed2026-07-28

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-28

SUNB

SUNBELT RENTALS HOLDINGS INC

33.99%

Shares5.4K

Event2026-06-30

Filed2026-07-28

ADP

AUTOMATIC DATA PROCESSING IN

-0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-28

FAST

FASTENAL CO

0.77%

Shares8.3K

Event2026-06-30

Filed2026-07-28

S&P GLOBAL INC

0.10%

Shares970

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

5.67%

Shares1.3K

Event2026-06-30

Filed2026-07-28

PRM

PERIMETER SOLUTIONS INC

12.39%

Shares10.6K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

New

Shares4.5K

Event2026-06-30

Filed2026-07-28

SCHE

SCHWAB STRATEGIC TR

-7.64%

Shares10.2K

Event2026-06-30

Filed2026-07-28

VBK

VANGUARD INDEX FDS

0.00%

Shares999

Event2026-06-30

Filed2026-07-28

DHR

DANAHER CORP DEL

1.01%

Shares1.9K

Event2026-06-30

Filed2026-07-28

MCO

MOODYS CORP

New

Shares795

Event2026-06-30

Filed2026-07-28

ARES MANAGEMENT CORPORATION

13.30%

Shares3.2K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

1.61%

Shares378

Event2026-06-30

Filed2026-07-28

IDEXX LABS INC

0.96%

Shares631

Event2026-06-30

Filed2026-07-28

AME

AMETEK INC

1.20%

Shares1.4K

Event2026-06-30

Filed2026-07-28

HOOD

ROBINHOOD MKTS INC

2.55%

Shares3.2K

Event2026-06-30

Filed2026-07-28

WAT

WATERS CORP

13.27%

Shares845

Event2026-06-30

Filed2026-07-28

TOST

TOAST INC

New

Shares11.4K

Event2026-06-30

Filed2026-07-28

CSGP

COSTAR GROUP INC

1.83%

Shares10.9K

Event2026-06-30

Filed2026-07-28

IBIT

ISHARES BITCOIN TRUST ETF

3.77%

Shares9.2K

Event2026-06-30

Filed2026-07-28

FND

FLOOR & DECOR HLDGS INC

1.24%

Shares5.1K

Event2026-06-30

Filed2026-07-28

FNF

FIDELITY NATL FINL INC

1.47%

Shares6.4K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

CGNX

COGNEX CORP

New

Shares4.1K

Event2026-06-30

Filed2026-07-28

DOC

HEALTHPEAK PROPERTIES INC

0.90%

Shares13.6K

Event2026-06-30

Filed2026-07-28

DNLI

DENALI THERAPEUTICS INC

2.83%

Shares11.2K

Event2026-06-30

Filed2026-07-28

DINO

HF SINCLAIR CORP

-0.05%

Shares4.1K

Event2026-06-30

Filed2026-07-28

VEU

VANGUARD INTL EQUITY INDEX F

-12.73%

Shares3.4K

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

700.67%

Shares2.4K

Event2026-06-30

Filed2026-07-28

CMG

CHIPOTLE MEXICAN GRILL INC

-1.09%

Shares8.4K

Event2026-06-30

Filed2026-07-28

OVV

OVINTIV INC

1.44%

Shares5.4K

Event2026-06-30

Filed2026-07-28

OBDC

BLUE OWL CAPITAL CORPORATION

-3.73%

Shares24.7K

Event2026-06-30

Filed2026-07-28

KNSL

KINSALE CAP GROUP INC

-0.74%

Shares809

Event2026-06-30

Filed2026-07-28

GWW

WW GRAINGER INC

New

Shares192

Event2026-06-30

Filed2026-07-28

JHML

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-28

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

New

Shares661

Event2026-06-30

Filed2026-07-28

GLPI

GAMING & LEISURE P

1.52%

Shares5.4K

Event2026-06-30

Filed2026-07-28

APOLLO GLOBAL MGMT INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD INDEX FDS

4.29%

Shares2.5K

Event2026-06-30

Filed2026-07-28

BEPC

BROOKFIELD RENEWABLE CORP

-27.56%

Shares6.4K

Event2026-06-30

Filed2026-07-28

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-28

ROST

ROSS STORES INC

0.46%

Shares1.1K

Event2026-06-30

Filed2026-07-28

DOCU

DOCUSIGN INC

-1.14%

Shares5.2K

Event2026-06-30

Filed2026-07-28

RDDT

REDDIT INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-28

RIVIAN AUTOMOTIVE INC

New

Shares12.7K

Event2026-06-30

Filed2026-07-28

BROADRIDGE FINL SOLUTIONS IN

1.80%

Shares1.6K

Event2026-06-30

Filed2026-07-28

FWONA

LIBERTY MEDIA CORP DEL

New

Shares2.5K

Event2026-06-30

Filed2026-07-28

WCN

WASTE CONNECTIONS INC

1.27%

Shares1.3K

Event2026-06-30

Filed2026-07-28

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares786

Event2026-06-30

Filed2026-07-28

ARCH CAP GROUP LTD

-13.55%

Shares2.2K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

New

Shares1.3K

Event2026-06-30

Filed2026-07-28

LLYVK

LIBERTY LIVE HOLDINGS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

IUSB

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-28

MSDL

MORGAN STANLEY DIRECT LENDIN

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-28

LPRO

OPEN LENDING CORP

0.00%

Shares46.4K

Event2026-06-30

Filed2026-07-28

GPUS

HYPERSCALE DATA INC

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available