Sponsored

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

Currently, Gilbert & Cook, Inc. holds 221 types of securities in its portfolio with a total value $774.2M. In the most recent quarter, they have increased their positions in BND (+28.1K shares, valued at $2.1M), JHMM (+28.6K shares, valued at $1.9M), IVV (+2.3K shares, valued at $1.5M); decreased their positions in VTI (-8.2K shares, valued at $2.6M), TPL (-4.1K shares, valued at $2.0M), N/A (-16.9K shares, valued at $1.1M); initiated new positions in DAL (+10.8K shares, valued at $720.7K), BALL (+7.9K shares, valued at $465.8K), MS (+2.5K shares, valued at $414.9K).

1M P&L

+23.4M+2.94%

3M P&L

+17.1M+2.13%

HY P&L

+59.1M+7.77%

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/A591.3M

79.4%

2Semiconductors13.7M

1.8%

3Asset Management11.1M

1.5%

Top Industries by Stock Count

1N/A55 stocks

27.9%

2Software - Application11 stocks

5.6%

3Biotechnology7 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR277.3K shares0.83%2026-03-312026-05-05

IWL ISHARES TR516.4K shares1.40%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS1.3M shares-0.43%2026-03-312026-05-05

JHMM JOHN HANCOCK EXCHANGE TRADED1.0M shares2.94%2026-03-312026-05-05

BND VANGUARD BD INDEX FDS807.2K shares3.60%2026-03-312026-05-05

IWR ISHARES TR345.1K shares-2.12%2026-03-312026-05-05

JHSC JOHN HANCOCK EXCHANGE TRADED696.6K shares3.38%2026-03-312026-05-05

NVDA NVIDIA CORPORATION65.3K shares-4.40%2026-03-312026-05-05

Sponsored

ALPHABET INC ALPHABET INC35.7K shares-0.76%2026-03-312026-05-05

IWM ISHARES TR36.5K shares-2.03%2026-03-312026-05-05

ARCC ARES CAPITAL CORP442.2K shares-11.81%2026-03-312026-05-05

IWV ISHARES TR16.5K shares-0.58%2026-03-312026-05-05

AMZN AMAZON COM INC27.6K shares-0.04%2026-03-312026-05-05

TSLA TESLA INC11.7K shares-0.56%2026-03-312026-05-05

AAPL APPLE INC15.8K shares-3.78%2026-03-312026-05-05

UPS UNITED PARCEL SVCS INC37.8K shares-7.77%2026-03-312026-05-05

Sponsored

VTI VANGUARD INDEX FDS11.6K shares-41.32%2026-03-312026-05-05

XOM EXXON MOBIL CORP21.8K shares-0.80%2026-03-312026-05-05

MSFT MICROSOFT CORP9.6K shares3.41%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T5.3K shares-0.80%2026-03-312026-05-05

SPYM SPDR SERIES TRUST44.8K shares8.67%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.0K shares-3.19%2026-03-312026-05-05

IJH ISHARES TR37.7K shares-0.66%2026-03-312026-05-05

CAT CATERPILLAR INC3.6K shares-1.08%2026-03-312026-05-05

Sponsored

JPM JPMORGAN CHASE & CO8.1K shares-16.24%2026-03-312026-05-05

LHX L3HARRIS TECHNOLOGIES INC6.7K shares0.25%2026-03-312026-05-05

WMT WALMART INC18.5K shares1.22%2026-03-312026-05-05

NFLX NETFLIX INC.22.9K shares-0.55%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON8.8K shares0.86%2026-03-312026-05-05

IEFA ISHARES TR23.6K shares-2.76%2026-03-312026-05-05

PG PROCTER & GAMBLE CO14.4K shares-2.56%2026-03-312026-05-05

ASND ASCENDIS PHARMA A/S8.6K shares-0.64%2026-03-312026-05-05

Sponsored

PH PARKER-HANNIFIN CORP2.2K shares0.55%2026-03-312026-05-05

TPL TEXAS PACIFIC LAND CORPORATI3.8K shares-52.07%2026-03-312026-05-05

CSCO CISCO SYS INC22.8K shares0.32%2026-03-312026-05-05

WFC WELLS FARGO & CO21.8K shares-11.50%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC10.2K shares0.83%2026-03-312026-05-05

ROCKET LAB CORP ROCKET LAB CORP26.3K shares-39.17%2026-03-312026-05-05

ABBV ABBVIE INC7.5K shares2.25%2026-03-312026-05-05

DE DEERE & CO2.6K shares1.13%2026-03-312026-05-05

Sponsored

INVESCO QQQ TR INVESCO QQQ TR2.5K shares-26.54%2026-03-312026-05-05

CDNS CADENCE DESIGN SYSTEM INC5.2K shares-0.99%2026-03-312026-05-05

HD HOME DEPOT INC4.3K shares0.89%2026-03-312026-05-05

MA MASTERCARD INCORPORATED2.8K shares-1.02%2026-03-312026-05-05

IJR ISHARES TR11.3K shares-0.16%2026-03-312026-05-05

VO VANGUARD INDEX FDS4.8K shares-2.47%2026-03-312026-05-05

LLY ELI LILLY & CO1.5K shares0.28%2026-03-312026-05-05

BROADCOM INC BROADCOM INC4.3K shares2.13%2026-03-312026-05-05

Sponsored

COP CONOCOPHILLIPS10.1K shares1.49%2026-03-312026-05-05

BN BROOKFIELD CORP32.8K shares0.44%2026-03-312026-05-05

TDG TRANSDIGM GROUP INC1.1K shares-1.64%2026-03-312026-05-05

HLT HILTON WORLDWIDE HLDGS INC4.3K shares-16.97%2026-03-312026-05-05

VMC VULCAN MATLS CO4.8K shares-2.73%2026-03-312026-05-05

ALNY ALNYLAM PHARMACEUTICALS INC4.0K shares-1.44%2026-03-312026-05-05

REGN REGENERON PHARMACEUTICALS1.7K shares-0.82%2026-03-312026-05-05

ORLY OREILLY AUTOMOTIVE INC14.1K shares0.74%2026-03-312026-05-05

Sponsored

ALPHABET INC ALPHABET INC4.5K shares-4.79%2026-03-312026-05-05

BLACKROCK INC BLACKROCK INC1.3K shares1.46%2026-03-312026-05-05

HEI.A HEICO CORP NEW6.0K shares-6.83%2026-03-312026-05-05

MLM MARTIN MARIETTA MATLS INC2.1K shares-0.28%2026-03-312026-05-05

LYV LIVE NATION ENTERTAINMENT IN8.1K shares4.54%2026-03-312026-05-05

VUG VANGUARD INDEX FDS2.7K shares-1.30%2026-03-312026-05-05

SCHG SCHWAB STRATEGIC TR40.9K shares-0.48%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC7.7K shares66.27%2026-03-312026-05-05

Sponsored

VZ VERIZON COMMUNICATIONS INC22.5K shares1.95%2026-03-312026-05-05

BK BANK NEW YORK MELLON CORP9.3K shares0.85%2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC9.1K shares-0.27%2026-03-312026-05-05

AJG GALLAGHER ARTHUR J & CO5.0K shares6.62%2026-03-312026-05-05

EMXC ISHARES INC13.6K shares-7.25%2026-03-312026-05-05

KMI KINDER MORGAN INC DEL31.7K shares0.93%2026-03-312026-05-05

PFG PRINCIPAL FINANCIAL GROUP IN11.7K shares-0.67%2026-03-312026-05-05

ISRG INTUITIVE SURGICAL INC2.3K shares-25.46%2026-03-312026-05-05

Sponsored

PLD PROLOGIS INC.7.6K shares1.02%2026-03-312026-05-05

UNP UNION PAC CORP4.2K shares0.22%2026-03-312026-05-05

CBRE CBRE GROUP INC7.3K shares6.58%2026-03-312026-05-05

MCD MCDONALDS CORP3.2K shares1.17%2026-03-312026-05-05

CMI CUMMINS INC1.8K shares-1.19%2026-03-312026-05-05

IBDU ISHARES TR42.3K shares-7.04%2026-03-312026-05-05

KO COCA COLA CO12.9K shares0.87%2026-03-312026-05-05

IBDY ISHARES TR38.0K shares3.76%2026-03-312026-05-05

Sponsored

IBDX ISHARES TR38.9K shares3.76%2026-03-312026-05-05

IBDZ ISHARES TR37.7K shares3.86%2026-03-312026-05-05

IBCA ISHARES TR38.3K shares100.52%2026-03-312026-05-05

IBDV ISHARES TR44.8K shares-7.05%2026-03-312026-05-05

IBDW ISHARES TR46.7K shares0.00%2026-03-312026-05-05

MET METLIFE INC13.8K shares0.79%2026-03-312026-05-05

KKR & CO INC KKR & CO INC10.5K shares9.76%2026-03-312026-05-05

MPWR MONOLITHIC PWR SYS INC877 shares45.92%2026-03-312026-05-05

Sponsored

SHOP SHOPIFY INC8.0K shares12.25%2026-03-312026-05-05

T AT&T INC32.9K shares2.30%2026-03-312026-05-05

ARGX ARGENX SE1.3K shares-0.92%2026-03-312026-05-05

FITB FIFTH THIRD BANCORP20.0K shares1.30%2026-03-312026-05-05

PRU PRUDENTIAL FINL INC9.4K shares1.71%2026-03-312026-05-05

META META PLATFORMS INC1.6K shares2.85%2026-03-312026-05-05

BAC BANK AMERICA CORP18.4K shares-3.99%2026-03-312026-05-05

CASY CASEYS GEN STORES INC1.2K shares0.00%2026-03-312026-05-05

Sponsored

CPRT COPART INC25.7K shares1.28%2026-03-312026-05-05

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.5K shares1.10%2026-03-312026-05-05

MMC MARSH & MCLENNAN COS INC4.9K shares0.18%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS3.5K shares0.96%2026-03-312026-05-05

USB US BANCORP15.8K shares1.46%2026-03-312026-05-05

FMB FIRST TR EXCH TRADED FD III16.0K shares0.00%2026-03-312026-05-05

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO20.5K shares0.70%2026-03-312026-05-05

MKL MARKEL GROUP INC421 shares-3.66%2026-03-312026-05-05

Sponsored

CSX CSX CORP19.1K shares1.07%2026-03-312026-05-05

SO SOUTHERN CO8.1K shares0.89%2026-03-312026-05-05

PEP PEPSICO INC5.0K shares0.16%2026-03-312026-05-05

MO ALTRIA GROUP INC11.7K shares1.13%2026-03-312026-05-05

WAB WABTEC3.0K shares-1.01%2026-03-312026-05-05

BRO BROWN & BROWN INC11.6K shares3.75%2026-03-312026-05-05

PFE PFIZER INC26.2K shares2.65%2026-03-312026-05-05

ARM ARM HOLDINGS PLC4.8K shares-0.51%2026-03-312026-05-05

Sponsored

DAL DELTA AIR LINES INC10.8K sharesnew addition2026-03-312026-05-05

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-05

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC3.1K shares1.89%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP1.2K shares0.34%2026-03-312026-05-05

SPEM SPDR INDEX SHS FDS15.1K shares0.00%2026-03-312026-05-05

ABT ABBOTT LABORATORIES6.6K shares0.77%2026-03-312026-05-05

COHERENT CORP COHERENT CORP2.8K shares-0.78%2026-03-312026-05-05

QCOM QUALCOMM INC5.1K shares0.85%2026-03-312026-05-05

Sponsored

IWP ISHARES TR5.1K shares0.00%2026-03-312026-05-05

CITIGROUP INC CITIGROUP INC5.8K shares0.61%2026-03-312026-05-05

PNC PNC FINL SVCS GROUP INC3.1K shares1.67%2026-03-312026-05-05

SPOT SPOTIFY TECHNOLOGY S A1.3K shares36.24%2026-03-312026-05-05

DFUV DIMENSIONAL ETF TRUST13.2K shares-2.19%2026-03-312026-05-05

LAMR LAMAR ADVERTISING CO4.9K shares2.12%2026-03-312026-05-05

CMCSA COMCAST CORP NEW21.4K shares0.67%2026-03-312026-05-05

APP APPLOVIN CORP1.5K shares40.91%2026-03-312026-05-05

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP7.5K shares0.77%2026-03-312026-05-05

LPLA LPL FINL HLDGS INC2.0K shares40.00%2026-03-312026-05-05

SCHV SCHWAB STRATEGIC TR19.7K shares-0.44%2026-03-312026-05-05

MSCI MSCI INC1.1K shares3.84%2026-03-312026-05-05

IBDR ISHARES TR24.3K shares-11.29%2026-03-312026-05-05

MEDTRONIC PLC MEDTRONIC PLC6.8K shares1.33%2026-03-312026-05-05

IWF ISHARES TR1.4K shares-2.70%2026-03-312026-05-05

OKTA OKTA INC7.3K shares-1.03%2026-03-312026-05-05

Sponsored

AEP AMERICAN ELEC PWR CO INC4.4K shares2.27%2026-03-312026-05-05

IBDS ISHARES TR23.5K shares-11.62%2026-03-312026-05-05

VRSK VERISK ANALYTICS INC3.0K shares9.25%2026-03-312026-05-05

DASH DOORDASH INC3.6K shares0.03%2026-03-312026-05-05

VEEV VEEVA SYS INC3.0K shares3.90%2026-03-312026-05-05

VSGX VANGUARD WORLD FD7.1K shares0.00%2026-03-312026-05-05

ROP ROPER TECHNOLOGIES INC1.4K shares1.74%2026-03-312026-05-05

ENTG ENTEGRIS INC4.2K shares-16.75%2026-03-312026-05-05

Sponsored

IBTH ISHARES TR22.0K shares-17.51%2026-03-312026-05-05

GILD GILEAD SCIENCES INC3.5K shares0.45%2026-03-312026-05-05

IBDT ISHARES TR19.5K shares-13.16%2026-03-312026-05-05

IBTI ISHARES TR22.1K shares-17.52%2026-03-312026-05-05

THE CIGNA GROUP THE CIGNA GROUP1.8K shares3.26%2026-03-312026-05-05

SCHB SCHWAB STRATEGIC TR19.0K shares0.00%2026-03-312026-05-05

CROWN CASTLE INC CROWN CASTLE INC5.8K shares1.28%2026-03-312026-05-05

BALL BALL CORP7.9K sharesnew addition2026-03-312026-05-05

Sponsored

BDX BECTON DICKINSON & CO3.0K shares0.72%2026-03-312026-05-05

INSM INSMED INC2.8K shares-0.28%2026-03-312026-05-05

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL5.4K shares26.83%2026-03-312026-05-05

LEN LENNAR CORP5.2K shares16.94%2026-03-312026-05-05

GPCR STRUCTURE THERAPEUTICS INC9.2K shares61.79%2026-03-312026-05-05

CSGP COSTAR GROUP INC10.7K shares2.45%2026-03-312026-05-05

H HYATT HOTELS CORP3.0K shares22.26%2026-03-312026-05-05

TYL TYLER TECHNOLOGIES INC1.2K shares11.88%2026-03-312026-05-05

Sponsored

UNH UNITEDHEALTH GROUP INC1.6K shares1.17%2026-03-312026-05-05

WPC WP CAREY INC6.2K shares1.78%2026-03-312026-05-05

MS MORGAN STANLEY2.5K sharesnew addition2026-03-312026-05-05

SPGI S&P GLOBAL INC969 shares-0.92%2026-03-312026-05-05

FICO FAIR ISAAC CORP381 shares-11.40%2026-03-312026-05-05

SCHC SCHWAB STRATEGIC TR8.6K shares0.00%2026-03-312026-05-05

CFG CITIZENS FINL GROUP INC6.7K shares1.59%2026-03-312026-05-05

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD8.7K shares64.64%2026-03-312026-05-05

Sponsored

FAST FASTENAL CO8.3K shares-8.74%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION372 shares-19.31%2026-03-312026-05-05

ADP AUTOMATIC DATA PROCESSING IN1.8K shares2.05%2026-03-312026-05-05

SCHE SCHWAB STRATEGIC TR11.0K shares0.00%2026-03-312026-05-05

DHR DANAHER CORP DEL1.9K shares1.07%2026-03-312026-05-05

IDXX IDEXX LABS INC625 shares-11.97%2026-03-312026-05-05

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP8.8K shares0.67%2026-03-312026-05-05

BE BLOOM ENERGY CORP2.6K sharesnew addition2026-03-312026-05-05

Sponsored

IBIT ISHARES BITCOIN TRUST ETF8.9K shares12.05%2026-03-312026-05-05

VB VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-05-05

OVV OVINTIV INC5.3K shares2.05%2026-03-312026-05-05

ARES ARES MANAGEMENT CORPORATION2.9K shares2.93%2026-03-312026-05-05

VBK VANGUARD INDEX FDS999 shares-19.57%2026-03-312026-05-05

AMAT APPLIED MATLS INC865 sharesnew addition2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F3.9K shares-3.49%2026-03-312026-05-05

FNF FIDELITY NATL FINL INC6.3K shares1.42%2026-03-312026-05-05

Sponsored

AME AMETEK INC1.3K shares0.45%2026-03-312026-05-05

OBDC BLUE OWL CAPITAL CORPORATION25.7K shares54.44%2026-03-312026-05-05

KNSL KINSALE CAP GROUP INC815 shares-36.28%2026-03-312026-05-05

HON HONEYWELL INTL INC1.2K shares0.00%2026-03-312026-05-05

CMG CHIPOTLE MEXICAN GRILL INC8.4K shares-3.30%2026-03-312026-05-05

VTV VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-05

AUR AURORA INNOVATION INC65.3K shares0.74%2026-03-312026-05-05

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC4.0K sharesnew addition2026-03-312026-05-05

Sponsored

DINO HF SINCLAIR CORP4.1K sharesnew addition2026-03-312026-05-05

VBR VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-05-05

FND FLOOR & DECOR HLDGS INC5.0K shares7.96%2026-03-312026-05-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares1.83%2026-03-312026-05-05

BR BROADRIDGE FINL SOLUTIONS IN1.6K shares1.70%2026-03-312026-05-05

PCTY PAYLOCITY HLDG CORP2.3K shares-0.47%2026-03-312026-05-05

DOCU DOCUSIGN INC5.2K shares-30.50%2026-03-312026-05-05

INTU INTUIT571 shares-0.70%2026-03-312026-05-05

Sponsored

ACGL ARCH CAP GROUP LTD2.5K shares-21.64%2026-03-312026-05-05

GLPI GAMING & LEISURE P5.3K shares-9.85%2026-03-312026-05-05

ROST ROSS STORES INC1.1K shares-12.84%2026-03-312026-05-05

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC9.5K shares0.62%2026-03-312026-05-05

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.0K shares8.62%2026-03-312026-05-05

WAT WATERS CORP746 shares6.27%2026-03-312026-05-05

DOC HEALTHPEAK PROPERTIES INC13.5K shares1.31%2026-03-312026-05-05

JHML JOHN HANCOCK EXCHANGE TRADED2.8K shares0.00%2026-03-312026-05-05

Sponsored

DFUS DIMENSIONAL ETF TRUST3.1K shares0.00%2026-03-312026-05-05

HOOD ROBINHOOD MKTS INC3.1K sharesnew addition2026-03-312026-05-05

VNQ VANGUARD INDEX FDS2.4K shares-18.25%2026-03-312026-05-05

DNLI DENALI THERAPEUTICS INC10.9K sharesnew addition2026-03-312026-05-05

VGT VANGUARD WORLD FD297 shares0.00%2026-03-312026-05-05

DFAC DIMENSIONAL ETF TRUST5.3K sharesnew addition2026-03-312026-05-05

WCN WASTE CONNECTIONS INC1.3K shares-17.73%2026-03-312026-05-05

ITW ILLINOIS TOOL WKS INC786 sharesnew addition2026-03-312026-05-05

Sponsored

IUSB ISHARES TR4.3K shares0.00%2026-03-312026-05-05

CCC CCC INTELLIGENT SOLUTIONS HL33.4K shares9.43%2026-03-312026-05-05

MSDL MORGAN STANLEY DIRECT LENDIN12.1K shares0.00%2026-03-312026-05-05

LPRO OPEN LENDING CORP46.4K shares0.00%2026-03-312026-05-05

GPUS HYPERSCALE DATA INC30.0K sharesnew addition2026-03-312026-05-05

IVV

ISHARES TR

0.83%

Shares277.3K

Event2026-03-31

Filed2026-05-05

IWL

ISHARES TR

1.40%

Shares516.4K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

-0.43%

Shares1.3M

Event2026-03-31

Filed2026-05-05

JHMM

JOHN HANCOCK EXCHANGE TRADED

2.94%

Shares1.0M

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

3.60%

Shares807.2K

Event2026-03-31

Filed2026-05-05

IWR

ISHARES TR

-2.12%

Shares345.1K

Event2026-03-31

Filed2026-05-05

JHSC

JOHN HANCOCK EXCHANGE TRADED

3.38%

Shares696.6K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-4.40%

Shares65.3K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-0.76%

Shares35.7K

Event2026-03-31

Filed2026-05-05

IWM

ISHARES TR

-2.03%

Shares36.5K

Event2026-03-31

Filed2026-05-05

ARCC

ARES CAPITAL CORP

-11.81%

Shares442.2K

Event2026-03-31

Filed2026-05-05

IWV

ISHARES TR

-0.58%

Shares16.5K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-0.04%

Shares27.6K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

-0.56%

Shares11.7K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-3.78%

Shares15.8K

Event2026-03-31

Filed2026-05-05

UPS

UNITED PARCEL SVCS INC

-7.77%

Shares37.8K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-41.32%

Shares11.6K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-0.80%

Shares21.8K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

3.41%

Shares9.6K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

-0.80%

Shares5.3K

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SERIES TRUST

8.67%

Shares44.8K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

-3.19%

Shares6.0K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

-0.66%

Shares37.7K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

-1.08%

Shares3.6K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

-16.24%

Shares8.1K

Event2026-03-31

Filed2026-05-05

LHX

L3HARRIS TECHNOLOGIES INC

0.25%

Shares6.7K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

1.22%

Shares18.5K

Event2026-03-31

Filed2026-05-05

NFLX

NETFLIX INC.

-0.55%

Shares22.9K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

0.86%

Shares8.8K

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

-2.76%

Shares23.6K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

-2.56%

Shares14.4K

Event2026-03-31

Filed2026-05-05

ASND

ASCENDIS PHARMA A/S

-0.64%

Shares8.6K

Event2026-03-31

Filed2026-05-05

PARKER-HANNIFIN CORP

0.55%

Shares2.2K

Event2026-03-31

Filed2026-05-05

TPL

TEXAS PACIFIC LAND CORPORATI

-52.07%

Shares3.8K

Event2026-03-31

Filed2026-05-05

CSCO

CISCO SYS INC

0.32%

Shares22.8K

Event2026-03-31

Filed2026-05-05

WFC

WELLS FARGO & CO

-11.50%

Shares21.8K

Event2026-03-31

Filed2026-05-05

PHILIP MORRIS INTL INC

0.83%

Shares10.2K

Event2026-03-31

Filed2026-05-05

ROCKET LAB CORP

-39.17%

Shares26.3K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

2.25%

Shares7.5K

Event2026-03-31

Filed2026-05-05

DEERE & CO

1.13%

Shares2.6K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-26.54%

Shares2.5K

Event2026-03-31

Filed2026-05-05

CDNS

CADENCE DESIGN SYSTEM INC

-0.99%

Shares5.2K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

0.89%

Shares4.3K

Event2026-03-31

Filed2026-05-05

MASTERCARD INCORPORATED

-1.02%

Shares2.8K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-0.16%

Shares11.3K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-2.47%

Shares4.8K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

0.28%

Shares1.5K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

2.13%

Shares4.3K

Event2026-03-31

Filed2026-05-05

COP

CONOCOPHILLIPS

1.49%

Shares10.1K

Event2026-03-31

Filed2026-05-05

BROOKFIELD CORP

0.44%

Shares32.8K

Event2026-03-31

Filed2026-05-05

TDG

TRANSDIGM GROUP INC

-1.64%

Shares1.1K

Event2026-03-31

Filed2026-05-05

HLT

HILTON WORLDWIDE HLDGS INC

-16.97%

Shares4.3K

Event2026-03-31

Filed2026-05-05

VMC

VULCAN MATLS CO

-2.73%

Shares4.8K

Event2026-03-31

Filed2026-05-05

ALNY

ALNYLAM PHARMACEUTICALS INC

-1.44%

Shares4.0K

Event2026-03-31

Filed2026-05-05

REGN

REGENERON PHARMACEUTICALS

-0.82%

Shares1.7K

Event2026-03-31

Filed2026-05-05

ORLY

OREILLY AUTOMOTIVE INC

0.74%

Shares14.1K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-4.79%

Shares4.5K

Event2026-03-31

Filed2026-05-05

BLACKROCK INC

1.46%

Shares1.3K

Event2026-03-31

Filed2026-05-05

HEI.A

HEICO CORP NEW

-6.83%

Shares6.0K

Event2026-03-31

Filed2026-05-05

MLM

MARTIN MARIETTA MATLS INC

-0.28%

Shares2.1K

Event2026-03-31

Filed2026-05-05

LYV

LIVE NATION ENTERTAINMENT IN

4.54%

Shares8.1K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

-1.30%

Shares2.7K

Event2026-03-31

Filed2026-05-05

SCHG

SCHWAB STRATEGIC TR

-0.48%

Shares40.9K

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC

66.27%

Shares7.7K

Event2026-03-31

Filed2026-05-05

VERIZON COMMUNICATIONS INC

1.95%

Shares22.5K

Event2026-03-31

Filed2026-05-05

BANK NEW YORK MELLON CORP

0.85%

Shares9.3K

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

-0.27%

Shares9.1K

Event2026-03-31

Filed2026-05-05

AJG

GALLAGHER ARTHUR J & CO

6.62%

Shares5.0K

Event2026-03-31

Filed2026-05-05

EMXC

ISHARES INC

-7.25%

Shares13.6K

Event2026-03-31

Filed2026-05-05

KMI

KINDER MORGAN INC DEL

0.93%

Shares31.7K

Event2026-03-31

Filed2026-05-05

PFG

PRINCIPAL FINANCIAL GROUP IN

-0.67%

Shares11.7K

Event2026-03-31

Filed2026-05-05

ISRG

INTUITIVE SURGICAL INC

-25.46%

Shares2.3K

Event2026-03-31

Filed2026-05-05

PLD

PROLOGIS INC.

1.02%

Shares7.6K

Event2026-03-31

Filed2026-05-05

UNP

UNION PAC CORP

0.22%

Shares4.2K

Event2026-03-31

Filed2026-05-05

CBRE

CBRE GROUP INC

6.58%

Shares7.3K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

1.17%

Shares3.2K

Event2026-03-31

Filed2026-05-05

CMI

CUMMINS INC

-1.19%

Shares1.8K

Event2026-03-31

Filed2026-05-05

IBDU

ISHARES TR

-7.04%

Shares42.3K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

0.87%

Shares12.9K

Event2026-03-31

Filed2026-05-05

IBDY

ISHARES TR

3.76%

Shares38.0K

Event2026-03-31

Filed2026-05-05

IBDX

ISHARES TR

3.76%

Shares38.9K

Event2026-03-31

Filed2026-05-05

IBDZ

ISHARES TR

3.86%

Shares37.7K

Event2026-03-31

Filed2026-05-05

IBCA

ISHARES TR

100.52%

Shares38.3K

Event2026-03-31

Filed2026-05-05

IBDV

ISHARES TR

-7.05%

Shares44.8K

Event2026-03-31

Filed2026-05-05

IBDW

ISHARES TR

0.00%

Shares46.7K

Event2026-03-31

Filed2026-05-05

MET

METLIFE INC

0.79%

Shares13.8K

Event2026-03-31

Filed2026-05-05

KKR & CO INC

9.76%

Shares10.5K

Event2026-03-31

Filed2026-05-05

MPWR

MONOLITHIC PWR SYS INC

45.92%

Shares877

Event2026-03-31

Filed2026-05-05

SHOP

SHOPIFY INC

12.25%

Shares8.0K

Event2026-03-31

Filed2026-05-05

AT&T INC

2.30%

Shares32.9K

Event2026-03-31

Filed2026-05-05

ARGX

ARGENX SE

-0.92%

Shares1.3K

Event2026-03-31

Filed2026-05-05

FITB

FIFTH THIRD BANCORP

1.30%

Shares20.0K

Event2026-03-31

Filed2026-05-05

PRU

PRUDENTIAL FINL INC

1.71%

Shares9.4K

Event2026-03-31

Filed2026-05-05