Sponsored

The Analysis of GLENMEDE TRUST CO NA's Holdings & P&L

Currently, GLENMEDE TRUST CO NA holds 1471 types of securities in its portfolio with a total value $20.4B. In the most recent quarter, they have increased their positions in SMMD (+476.0K shares, valued at $36.3M), PVAL (+734.8K shares, valued at $34.1M), NOW (+297.9K shares, valued at $31.1M); decreased their positions in NTAP (-342.8K shares, valued at $35.1M), ADBE (-137.2K shares, valued at $33.3M), AMAT (-75.1K shares, valued at $25.7M); initiated new positions in N/A (+73.6K shares, valued at $14.5M), NWBI (+871.1K shares, valued at $11.1M), EXTR (+671.7K shares, valued at $10.1M).

1M P&L

+311.3M+1.64%

3M P&L

+399.6M+2.12%

HY P&L

-83.9M-0.43%

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/A4.5B

25.8%

2Software - Infrastructure1.0B

6.0%

3Drug Manufacturers - General883.8M

5.1%

Top Industries by Stock Count

1N/A283 stocks

20.6%

2Banks - Regional55 stocks

4.0%

3Software - Application46 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS S&P 500 ETF SHS VANGUARD INDEX FDS S&P 500 ETF SHS1.8M shares2.69%2026-03-312026-05-26

AAPL APPLE INC.3.4M shares1.98%2026-03-312026-05-26

IJR ISHARES S & P SMALLCAP 6005.0M shares0.70%2026-03-312026-05-26

MSFT MICROSOFT CORP.1.5M shares-1.11%2026-03-312026-05-26

SPY STATE STREET SPDR S&P 500 ETF TRUST753.5K shares-2.56%2026-03-312026-05-26

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A1.2M shares-2.02%2026-03-312026-05-26

JNJ JOHNSON & JOHNSON1.4M shares-1.47%2026-03-312026-05-26

JPM JPMORGAN CHASE & CO1.1M shares-1.17%2026-03-312026-05-26

Sponsored

SMMD ISHARES RUSSELL 2500 ETF4.4M shares12.09%2026-03-312026-05-26

PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF7.2M shares11.45%2026-03-312026-05-26

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C1.1M shares-6.02%2026-03-312026-05-26

LLY ELI LILLY & CO.306.8K shares-3.40%2026-03-312026-05-26

NVDA NVIDIA CORP1.4M shares2.46%2026-03-312026-05-26

AMZN AMAZON.COM INC1.2M shares-4.14%2026-03-312026-05-26

VB VANGUARD INDEX FDS SMALL CAP ETF887.2K shares-0.35%2026-03-312026-05-26

RTX RTX CORPORATION1.1M shares-1.67%2026-03-312026-05-26

Sponsored

XOM EXXON MOBIL CORPORATION1.2M shares-5.97%2026-03-312026-05-26

MA MASTERCARD INC CL A408.0K shares-0.06%2026-03-312026-05-26

CVX CHEVRON CORP940.0K shares-1.67%2026-03-312026-05-26

CSCO CISCO SYSTEMS2.3M shares-2.67%2026-03-312026-05-26

DFAX DIMENSIONAL WORLD EX US CORE EQUITY 25.2M shares1.29%2026-03-312026-05-26

ORCL ORACLE CORP1.2M shares-4.61%2026-03-312026-05-26

APH AMPHENOL CORP-CL A1.3M shares-7.04%2026-03-312026-05-26

HD HOME DEPOT INC.503.2K shares0.87%2026-03-312026-05-26

Sponsored

VTI VANGUARD TOTAL STOCK MKT ETF509.2K shares-0.04%2026-03-312026-05-26

TJX TJX COS INC964.8K shares-5.21%2026-03-312026-05-26

META META PLATFORMS INC266.0K shares3.78%2026-03-312026-05-26

VEA VANGUARD FTSE DEVELOPED MARKETS ETF2.2M shares2.27%2026-03-312026-05-26

PG PROCTER & GAMBLE CO.949.0K shares-3.42%2026-03-312026-05-26

AMAT APPLIED MATERIALS INC390.8K shares-16.12%2026-03-312026-05-26

PEP PEPSICO INC.850.2K shares-0.44%2026-03-312026-05-26

CB CHUBB LIMITED402.8K shares-1.31%2026-03-312026-05-26

Sponsored

BROADCOM INC BROADCOM INC408.2K shares3.49%2026-03-312026-05-26

COST COSTCO WHOLESALE CORP125.1K shares-0.66%2026-03-312026-05-26

VIG VANGUARD DIVIDEND APPREC ETF564.4K shares-1.14%2026-03-312026-05-26

EWJ ISHARES MSCI JAPAN INDEX FD1.4M shares2.26%2026-03-312026-05-26

WMT WALMART INC951.4K shares-3.65%2026-03-312026-05-26

IWM ISHARES TRUST RUSSELL 2000 INDEX FUND475.4K shares1.99%2026-03-312026-05-26

USRT ISHARES CORE US REIT ETF2.0M shares12.56%2026-03-312026-05-26

VUG VANGUARD GROWTH ETF263.4K shares-1.56%2026-03-312026-05-26

Sponsored

IVV ISHARES S&P 500 INDEX FUND173.9K shares14.26%2026-03-312026-05-26

LAM RESEARCH CORP LAM RESEARCH CORP522.7K shares-13.11%2026-03-312026-05-26

BKNG BOOKING HOLDINGS INC26.4K shares1.79%2026-03-312026-05-26

ABT ABBOTT LABORATORIES1.1M shares-5.73%2026-03-312026-05-26

PH PARKER-HANNIFIN CORP120.8K shares-1.43%2026-03-312026-05-26

BERKSHIRE HATHAWAY INC DEL CL BERKSHIRE HATHAWAY INC DEL CL211.4K shares0.69%2026-03-312026-05-26

INVESCO S&P 500 EQUAL WEIGHT PORT INVESCO S&P 500 EQUAL WEIGHT PORT519.6K shares6.03%2026-03-312026-05-26

MCD MCDONALDS CORP.315.6K shares-1.34%2026-03-312026-05-26

Sponsored

V VISA INC COM CL A323.8K shares-1.53%2026-03-312026-05-26

PNC PNC FINANCIAL SERVICES GROUP460.2K shares-2.14%2026-03-312026-05-26

EFA ISHARES MSCI EAFE INDEX FUND907.7K shares1.23%2026-03-312026-05-26

AXP AMERICAN EXPRESS CO282.7K shares-2.60%2026-03-312026-05-26

ACCENTURE PLC ACCENTURE PLC424.0K shares-5.65%2026-03-312026-05-26

GLD SPDR GOLD TRUST192.4K shares-3.35%2026-03-312026-05-26

HON HONEYWELL INTERNATIONAL INC361.6K shares-0.49%2026-03-312026-05-26

SCHW CHARLES SCHWAB CORP.864.2K shares-1.97%2026-03-312026-05-26

Sponsored

AME AMETEK INC368.5K shares-1.39%2026-03-312026-05-26

UNP UNION PACIFIC CORP323.6K shares-1.45%2026-03-312026-05-26

NEE NEXTERA ENERGY INC831.8K shares-5.04%2026-03-312026-05-26

ACWX ISHARES MSCI ACWI EX US INDX1.1M shares0.64%2026-03-312026-05-26

ABBV ABBVIE INC COM341.1K shares-1.13%2026-03-312026-05-26

BLACKROCK INC.COM BLACKROCK INC.COM76.7K shares-1.43%2026-03-312026-05-26

LH LABCORP HOLDING INC261.0K shares-1.96%2026-03-312026-05-26

VNQ VANGUARD INDEX FDS REAL ESTATE ETF781.8K shares-8.66%2026-03-312026-05-26

Sponsored

BMY BRISTOL MYERS SQUIBB CO1.1M shares-0.12%2026-03-312026-05-26

ROST ROSS STORES INC311.5K shares-9.00%2026-03-312026-05-26

ITW ILLINOIS TOOL WORKS255.2K shares-1.59%2026-03-312026-05-26

NFLX NETFLIX INC657.8K shares-15.60%2026-03-312026-05-26

ARISTA NETWORKS INC ARISTA NETWORKS INC511.1K shares-2.70%2026-03-312026-05-26

MERCK & CO INC MERCK & CO INC521.4K shares-0.57%2026-03-312026-05-26

TWLO TWILIO INC CL A481.3K shares-0.98%2026-03-312026-05-26

EAGL EAGLE CAPITAL SELECT EQUITY ETF1.9M shares10.91%2026-03-312026-05-26

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC567.4K shares29.42%2026-03-312026-05-26

PGR PROGRESSIVE CORP OHIO256.2K shares17.09%2026-03-312026-05-26

CL COLGATE PALMOLIVE CO595.3K shares-7.31%2026-03-312026-05-26

KLAC KLA-TENCOR CORPORATION34.3K shares-15.07%2026-03-312026-05-26

IJT ISHARES S & P SMALLCAP 600/GRO346.8K shares-1.93%2026-03-312026-05-26

MLM MARTIN MARIETTA MATERIALS INC84.8K shares-4.81%2026-03-312026-05-26

INCY INCYTE PHARMACEUTICALS INC523.3K shares-4.68%2026-03-312026-05-26

SHW SHERWIN WILLIAMS CO.151.5K shares-16.33%2026-03-312026-05-26

Sponsored

ADP AUTOMATIC DATA PROCESSING INC.238.2K shares-1.70%2026-03-312026-05-26

ULTA ULTA BEAUTY INC92.1K shares-17.54%2026-03-312026-05-26

EXPE EXPEDIA GROUP INC207.0K shares-9.07%2026-03-312026-05-26

EMLP FIRST TR NORTH AMERICAN ENERGY INFRA ETF1.1M shares2.45%2026-03-312026-05-26

GE AEROSPACE GE AEROSPACE164.6K shares23.93%2026-03-312026-05-26

TXN TEXAS INSTRUMENTS INC.239.8K shares41.33%2026-03-312026-05-26

AMGN AMGEN127.2K shares-1.03%2026-03-312026-05-26

NOW SERVICENOW INC426.1K shares232.23%2026-03-312026-05-26

Sponsored

DIS DISNEY WALT PRODTNS460.0K shares22.91%2026-03-312026-05-26

OKTA OKTA INC CL A540.9K shares6.99%2026-03-312026-05-26

FTNT FORTINET INC518.2K shares10.60%2026-03-312026-05-26

TMO THERMO FISHER SCIENTIFIC INC85.7K shares0.25%2026-03-312026-05-26

QUAL ISHARES MSCI USA QUALITY FACTOR ETF216.0K shares-0.54%2026-03-312026-05-26

VO VANGUARD MID - CAP VIPERS138.4K shares-2.20%2026-03-312026-05-26

CRM SALESFORCE COM INC COM210.7K shares-11.44%2026-03-312026-05-26

MNST MONSTER BEVERAGE CORP NEW541.0K shares112.30%2026-03-312026-05-26

Sponsored

KO COCA COLA CO.515.4K shares1.87%2026-03-312026-05-26

EBAY EBAY INC428.8K shares-3.23%2026-03-312026-05-26

EATON CORP PLC ORDINARY EATON CORP PLC ORDINARY108.9K shares1.11%2026-03-312026-05-26

TER TERADYNE INC.130.5K shares-5.51%2026-03-312026-05-26

TT TRANE TECHNOLOGIES PLC SHS91.7K shares-0.94%2026-03-312026-05-26

VTV VANGUARD VALUE ETF191.4K shares1.62%2026-03-312026-05-26

USMV ISHARES MSCI USA MIN VOL ETF404.2K shares-5.00%2026-03-312026-05-26

TPR TAPESTRY INC265.2K shares-1.16%2026-03-312026-05-26

Sponsored

DVY ISHARES DJ SELECT DIVIDEND242.1K shares0.86%2026-03-312026-05-26

IQV IQVIA HLDGS INC COM213.1K shares6.75%2026-03-312026-05-26

SNA SNAP ON INC97.8K shares0.15%2026-03-312026-05-26

INTC INTEL CORP805.2K shares-6.88%2026-03-312026-05-26

PANW PALO ALTO NETWORKS INC218.0K shares3.38%2026-03-312026-05-26

WSM WILLIAMS-SONOMA INC188.9K shares-18.20%2026-03-312026-05-26

RWO STATE STREET SPDR DOW JONES GL REAL EST749.0K shares-1.72%2026-03-312026-05-26

COP CONOCOPHILLIPS257.6K shares-6.46%2026-03-312026-05-26

Sponsored

PM PHILIP MORRIS INTERNATIONAL205.4K shares-9.07%2026-03-312026-05-26

OMC OMNICOM GROUP447.0K shares17.48%2026-03-312026-05-26

AMERICA MOVIL AMERICA MOVIL1.3M shares0.09%2026-03-312026-05-26

BAC BANK OF AMERICA CORP674.6K shares-9.12%2026-03-312026-05-26

SPOT SPOTIFY TECHNOLOGY S A SHS67.2K shares21.41%2026-03-312026-05-26

MEDTRONIC PLC SHS MEDTRONIC PLC SHS376.1K shares-23.99%2026-03-312026-05-26

UNH UNITEDHEALTH GROUP INC119.7K shares-20.71%2026-03-312026-05-26

USB US BANCORP604.3K shares-1.24%2026-03-312026-05-26

Sponsored

ICE INTERCONTINENTAL EXCHANGE GROUP198.7K shares0.40%2026-03-312026-05-26

GILD GILEAD SCIENCES INC COM222.0K shares-10.98%2026-03-312026-05-26

PSTG EVERPURE, INC. CL A511.7K shares1974.11%2026-03-312026-05-26

CAT CATERPILLAR INC.41.5K shares-7.55%2026-03-312026-05-26

TSLA TESLA INC77.7K shares7.21%2026-03-312026-05-26

ADSK AUTODESK INC120.6K shares2.87%2026-03-312026-05-26

EXC EXELON CORP COM588.0K shares-1.55%2026-03-312026-05-26

IBM INTERNATIONAL BUSINESS MACHINES CORP.118.2K shares-2.60%2026-03-312026-05-26

Sponsored

ZTS ZOETIS INC CL A231.9K shares36.52%2026-03-312026-05-26

CME CME GROUP INC92.3K shares-5.20%2026-03-312026-05-26

PPG PPG INDS INC COM254.8K shares-11.93%2026-03-312026-05-26

EEM ISHARES MSCI EMERGING MKT IN477.4K shares-0.30%2026-03-312026-05-26

TE CONNECTIVITY PLC TE CONNECTIVITY PLC129.6K shares-3.05%2026-03-312026-05-26

INVESCO QQQ TRUST SERIES 1 INVESCO QQQ TRUST SERIES 146.7K shares6.60%2026-03-312026-05-26

QCOM QUALCOMM CORP.203.8K shares-17.69%2026-03-312026-05-26

ALL ALLSTATE CORP.125.7K shares16.66%2026-03-312026-05-26

Sponsored

TSM TAIWAN SEMICONDCTOR SP ADR76.8K shares-0.10%2026-03-312026-05-26

CMCSA COMCAST CORP NEW COM CL A902.7K shares-5.09%2026-03-312026-05-26

PSX PHILLIPS 66140.2K shares-2.17%2026-03-312026-05-26

PFE PFIZER INC.902.0K shares-5.56%2026-03-312026-05-26

ISRG INTUITIVE SURGICAL INC54.5K shares-10.10%2026-03-312026-05-26

MS MORGAN STANLEY150.8K shares-0.89%2026-03-312026-05-26

DXCM DEXCOM INC394.8K shares36.68%2026-03-312026-05-26

SBUX STARBUCKS CORP.275.4K shares-6.88%2026-03-312026-05-26

Sponsored

ADBE ADOBE INC100.7K shares-57.67%2026-03-312026-05-26

BKR BAKER HUGHES A GE CO CL A400.9K shares-11.29%2026-03-312026-05-26

DOCU DOCUSIGN INC512.6K shares11.01%2026-03-312026-05-26

GM GENERAL MOTORS CO324.1K shares-0.67%2026-03-312026-05-26

IWB ISHARES RUSSELL 1000 INDEX FUND67.4K shares-0.97%2026-03-312026-05-26

JBL JABIL INC89.1K shares-44.62%2026-03-312026-05-26

MU MICRON TECHNOLOGY INC70.0K shares-2.63%2026-03-312026-05-26

MMM 3M CO162.5K shares-1.32%2026-03-312026-05-26

Sponsored

CORPAY, INC CORPAY, INC80.0K shares39.75%2026-03-312026-05-26

ROKU ROKU INC245.5K shares225.09%2026-03-312026-05-26

CENCORA INC CENCORA INC73.8K shares-38.50%2026-03-312026-05-26

MMC MARSH132.8K shares-8.06%2026-03-312026-05-26

CITIGROUP INC CITIGROUP INC201.3K shares-22.76%2026-03-312026-05-26

RPM RPM INC.229.6K shares-2.25%2026-03-312026-05-26

ENS ENERSYS130.5K shares-12.50%2026-03-312026-05-26

VT VANGUARD INTL EQUITY INDEX FD TT WRLD S163.6K shares11.52%2026-03-312026-05-26

Sponsored

MPWR MONOLITHIC POWER SYSTEMS INC20.7K shares-0.71%2026-03-312026-05-26

HPE HEWLETT PACKARD ENTERPRISE CCO945.5K shares-0.07%2026-03-312026-05-26

YUM YUM BRANDS INC142.9K shares-2.53%2026-03-312026-05-26

CTVA CORTEVA INC264.5K shares-0.23%2026-03-312026-05-26

IJH ISHARES S & P MIDCAP 400 INDEX FUND325.9K shares-1.18%2026-03-312026-05-26

TTMI TTM TECHNOLOGIES225.8K shares-28.58%2026-03-312026-05-26

IEMG ISHARES CORE MSCI EMERGING MARKETS311.7K shares-2.95%2026-03-312026-05-26

GS GOLDMAN SACHS GROUP INC25.6K shares1.50%2026-03-312026-05-26

Sponsored

FDX FEDEX CORPORATION60.7K shares-13.03%2026-03-312026-05-26

AZO AUTOZONE INC6.3K shares-1.43%2026-03-312026-05-26

DT DYNATRACE INC576.2K shares-12.10%2026-03-312026-05-26

ON ON SEMICONDUCTOR CORP COM343.6K shares-0.23%2026-03-312026-05-26

EPD ENTERPRISE PRODUCTS PARTNERS LP559.6K shares-2.11%2026-03-312026-05-26

SYK STRYKER CORP.64.3K shares-1.11%2026-03-312026-05-26

VONG VANGUARD RUSSELL 1000 GROWTH ETF189.2K shares-15.20%2026-03-312026-05-26

PAYX PAYCHEX INC224.5K shares-3.23%2026-03-312026-05-26

Sponsored

CACI CACI INTERNATIONAL INC -CL A37.2K shares-8.60%2026-03-312026-05-26

PLTR PALANTIR TECHNOLOGIES INC CL A137.7K shares-8.26%2026-03-312026-05-26

FFIV F5 INC69.6K shares-11.50%2026-03-312026-05-26

EMR EMERSON ELECTRIC CO.152.8K shares0.34%2026-03-312026-05-26

ODFL OLD DOMINION FREIGHT LINE101.5K shares-1.85%2026-03-312026-05-26

GMED GLOBUS MED INC CL A225.4K shares22.76%2026-03-312026-05-26

SF STIFEL FINANCIAL CORP260.1K shares37.59%2026-03-312026-05-26

FOXA FOX CORP CL A328.7K shares-2.48%2026-03-312026-05-26

Sponsored

BK BANK OF NEW YORK MELLON CORP159.9K shares0.53%2026-03-312026-05-26

LINDE PLC LINDE PLC37.9K shares0.73%2026-03-312026-05-26

VBR VANGUARD SMALL - CAP VALUE ETF86.1K shares3.89%2026-03-312026-05-26

SM SM ENERGY CO597.4K shares32.80%2026-03-312026-05-26

BDX BECTON DICKINSON & CO.117.2K shares3.85%2026-03-312026-05-26

CRUS CIRRUS LOGIC INC126.0K shares-1.07%2026-03-312026-05-26

AON PLC SHS CL A AON PLC SHS CL A56.4K shares16.28%2026-03-312026-05-26

WCC WESCO INTERNATIONAL INC65.1K shares-8.38%2026-03-312026-05-26

Sponsored

CBRE CBRE GROUP INC131.3K shares-1.66%2026-03-312026-05-26

ZM ZOOM COMMUNICATIONS INC CL A220.4K shares-1.65%2026-03-312026-05-26

PWR QUANTA SERVICES INC32.2K shares-7.03%2026-03-312026-05-26

FNB FNB CORP1.1M shares-8.74%2026-03-312026-05-26

DE DEERE & CO31.1K shares1.15%2026-03-312026-05-26

APA CORPORATION APA CORPORATION412.2K shares-1.62%2026-03-312026-05-26

NTAP NETAPP INC169.2K shares-66.95%2026-03-312026-05-26

VTWO VANGUARD RUSSELL 2000172.3K shares29.86%2026-03-312026-05-26

Sponsored

DTE DTE ENERGY CO116.6K shares-21.33%2026-03-312026-05-26

NEOG NEOGEN CORP1.8M shares-7.32%2026-03-312026-05-26

IWD ISHARES RUSSELL 1000 VALUE79.3K shares29.73%2026-03-312026-05-26

HWC HANCOCK HLDG CO COM265.3K shares-8.13%2026-03-312026-05-26

RF REGIONS FINANCIAL CORP643.7K shares-3.64%2026-03-312026-05-26

DGX QUEST DIAGNOSTICS INC85.7K shares-3.25%2026-03-312026-05-26

DAL DELTA AIR LINES INC248.1K shares-16.89%2026-03-312026-05-26

FCX FREEPORT MCMORAN COPPER GOLD INC. CL B280.2K shares2.24%2026-03-312026-05-26

Sponsored

DHR DANAHER CORP86.3K shares0.41%2026-03-312026-05-26

CATY CATHAY GEN BANCORP COM322.8K shares-8.43%2026-03-312026-05-26

CTSH COGNIZANT TECH SOLUTIONS CRP262.3K shares21.59%2026-03-312026-05-26

ACA ARCOSA INC151.5K shares-8.47%2026-03-312026-05-26

SPG SIMON PROPERTY GROUP INC85.9K shares0.79%2026-03-312026-05-26

IEFA ISHARES CORE MSCI EAFE175.9K shares0.50%2026-03-312026-05-26

DOCN DIGITALOCEAN HLDGS INC COM183.2K shares-53.28%2026-03-312026-05-26

ABNB AIRBNB INC124.2K shares0.27%2026-03-312026-05-26

Sponsored

WAT WATERS CORP52.7K shares21.43%2026-03-312026-05-26

PLD PROLOGIS INC.118.0K shares13.22%2026-03-312026-05-26

NATL NCR ATLEOS CORPORATION357.4K shares-8.51%2026-03-312026-05-26

DY DYCOM INDS INC COM45.7K shares-8.23%2026-03-312026-05-26

AMP AMERIPRISE FINANCIAL INC34.8K shares-6.10%2026-03-312026-05-26

CHD CHURCH & DWIGHT CO165.5K shares167.89%2026-03-312026-05-26

UPS UNITED PARCEL SERVICE - CL B153.8K shares-2.87%2026-03-312026-05-26

HQY HEALTHEQUITY INC179.8K shares-9.58%2026-03-312026-05-26

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COF CAPITAL ONE FINL CORP.82.4K shares-11.74%2026-03-312026-05-26

FTDR FRONTDOOR INC282.9K shares-8.14%2026-03-312026-05-26

LOW LOWES COS INC63.2K shares-3.65%2026-03-312026-05-26

ASML ASML HOLDING N V NY REGISTRY SHS11.3K shares-16.85%2026-03-312026-05-26

SPGI S&P GLOBAL INC34.9K shares23.65%2026-03-312026-05-26

VZ VERIZON COMMUNICATIONS292.8K shares6.22%2026-03-312026-05-26

DOW DOW INC352.0K shares-1.24%2026-03-312026-05-26

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD73.6K sharesnew addition2026-03-312026-05-26

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MO ALTRIA GROUP INC219.6K shares1.89%2026-03-312026-05-26

CPRT COPART INC436.0K shares109.46%2026-03-312026-05-26

BWA BORG WARNER AUTOMOTIVE266.1K shares-1.38%2026-03-312026-05-26

ET ENERGY TRANSFER EQUITY LP746.6K shares-1.71%2026-03-312026-05-26

LMT LOCKHEED MARTIN CORP.23.6K shares-3.77%2026-03-312026-05-26

NWN NORTHWEST NAT HLDG CO267.8K shares-8.54%2026-03-312026-05-26

VBK VANGUARD SMALL CAP GR VIPERS47.0K shares24.29%2026-03-312026-05-26

HDV ISHARES HIGH DIVIDEND EQUITY FD104.5K shares14.49%2026-03-312026-05-26

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MDY STATE STREET SPDR S&P MIDCAP 400 ETF TR22.9K shares-1.27%2026-03-312026-05-26

NTRS NORTHERN TRUST CORP101.0K shares-4.16%2026-03-312026-05-26

APD AIR PRODUCTS & CHEMICALS INC.48.5K shares-8.41%2026-03-312026-05-26

CPRX CATALYST PHARMACEUTICALS INC565.4K shares-8.54%2026-03-312026-05-26

REGN REGENERON PHAR18.1K shares-0.01%2026-03-312026-05-26

CARG CARGURUS INC406.7K shares-12.95%2026-03-312026-05-26

NEM NEWMONT GOLDCORP CORPORATION127.2K shares-16.74%2026-03-312026-05-26

ST SENSATA TECHNOLOGIES HLDG PLSH390.3K shares-7.85%2026-03-312026-05-26

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RMBS RAMBUS INC159.1K shares-7.77%2026-03-312026-05-26

TPH TRI POINTE GROUP INC292.9K shares-8.64%2026-03-312026-05-26

SHOP SHOPIFY INC115.4K shares-4.19%2026-03-312026-05-26

ELV ANTHEM INC COM46.5K shares18.41%2026-03-312026-05-26

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC58.3K shares-1.23%2026-03-312026-05-26

CMI CUMMINS INC25.3K shares-11.52%2026-03-312026-05-26

BYD BOYD GAMING CORP165.0K shares-10.32%2026-03-312026-05-26

MAREX GROUP PLC MAREX GROUP PLC304.1K shares-6.85%2026-03-312026-05-26

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INVESCO RAFI US 1000 ETF INVESCO RAFI US 1000 ETF284.7K shares-3.15%2026-03-312026-05-26

VVV VALVOLINE INC399.1K shares-8.49%2026-03-312026-05-26

EW EDWARDS LIFESCIENCES CP167.5K shares-3.97%2026-03-312026-05-26

ALKS ALKERMES PLC378.1K shares-8.44%2026-03-312026-05-26

POR PORTLAND GEN ELEC CO COM NEW253.3K shares-7.37%2026-03-312026-05-26

T AT&T INC460.7K shares-0.40%2026-03-312026-05-26

NJR NEW JERSEY RES COM242.4K shares-11.73%2026-03-312026-05-26

LBRT LIBERTY ENERGY INC COM CL A458.8K shares-49.41%2026-03-312026-05-26

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TSCO TRACTOR SUPPLY290.3K shares-5.79%2026-03-312026-05-26

SWKS SKYWORKS SOLUTIONS INC244.8K shares17.94%2026-03-312026-05-26

SSNC SS&C TECHNOLOGIES HOLDINGS194.0K shares4.98%2026-03-312026-05-26

CIGNA CORP NEW COM CIGNA CORP NEW COM48.8K shares-1.56%2026-03-312026-05-26

NDAQ NASDAQ STOCK MARKET INC152.5K shares7.27%2026-03-312026-05-26

BRK.A BERKSHIRE HATHAWAY INC.18 shares-5.26%2026-03-312026-05-26

TRV THE TRAVELERS COMPANIES INC44.2K shares-1.69%2026-03-312026-05-26

DIOD DIODES INC187.5K shares-8.44%2026-03-312026-05-26

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EQIX EQUINIX INC13.0K shares2.68%2026-03-312026-05-26

BRZE BRAZE INC COM CL A538.8K shares36.53%2026-03-312026-05-26

KR KROGER CO.174.2K shares-8.06%2026-03-312026-05-26

PBH PRESTIGE BRANDS HLDGS INC COM212.5K shares-8.53%2026-03-312026-05-26

QNITY ELECTRONICS INC QNITY ELECTRONICS INC108.5K shares-1.87%2026-03-312026-05-26

RDN RADIAN GROUP Inc376.6K shares-8.20%2026-03-312026-05-26

STAG STAG INDL INC COM345.3K shares-8.08%2026-03-312026-05-26

ZD J2 GLOBAL INC COM292.8K shares-8.14%2026-03-312026-05-26

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BCO BRINK'S CO117.9K shares-8.70%2026-03-312026-05-26

HWM HOWMET AEROSPACE INC53.0K shares23.64%2026-03-312026-05-26

IEX IDEX CORP64.3K shares-0.51%2026-03-312026-05-26

MDLZ MONDELEZ INTL INC CL A211.2K shares-1.20%2026-03-312026-05-26

WMB THE WILLIAMS COMPANIES INC166.9K shares-4.99%2026-03-312026-05-26

BKH BLACK HILLS CORP174.8K shares-8.70%2026-03-312026-05-26

WAL WESTERN ALLIANCE BANCORP COM168.3K shares-7.09%2026-03-312026-05-26

ABG ASBURY AUTOMOTIVE GROUP60.9K shares-8.23%2026-03-312026-05-26

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GEV GE Vernova LLC13.5K shares2.64%2026-03-312026-05-26

CNX CNX RESOURCES CORPORATION303.5K shares-8.46%2026-03-312026-05-26

CUSHMAN AND WAKEFIELD LTD CUSHMAN AND WAKEFIELD LTD952.5K shares-8.26%2026-03-312026-05-26

INTU INTUIT INC.26.9K shares10.95%2026-03-312026-05-26

LCII LCI IND INC94.5K shares-8.50%2026-03-312026-05-26

WAB WABTEC46.4K shares-11.73%2026-03-312026-05-26

SAP SAP AG - SPONSORED ADR67.7K shares49.55%2026-03-312026-05-26

MTX MINERALS TECH160.8K shares-8.87%2026-03-312026-05-26

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DLTR DOLLAR TREE INC103.6K shares898.20%2026-03-312026-05-26

SUPN SUPERNUS PHARMACEUTICALS INC COM219.1K shares-8.40%2026-03-312026-05-26

NXST NEXSTAR BROADCASTING GROUP ICL61.8K shares-9.01%2026-03-312026-05-26

IT GARTNER GROUP CLASS A70.4K shares-12.23%2026-03-312026-05-26

WFC WELLS FARGO CO139.8K shares-0.35%2026-03-312026-05-26

EIX EDISON INTERNATIONAL151.7K shares0.92%2026-03-312026-05-26

DXC DXC TECHNOLOGY CO880.3K shares13.28%2026-03-312026-05-26

NWBI NORTHWEST BANCSHARES INC871.1K sharesnew addition2026-03-312026-05-26

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EXPD EXPEDITORS INTL WASH INC76.6K shares-2.08%2026-03-312026-05-26

ASO ACADEMY SPORTS & OUTDOORS INC193.7K shares-3.80%2026-03-312026-05-26

MSCI MSCI INC20.1K shares-12.77%2026-03-312026-05-26

VGT VANGUARD INFO TECH ETF15.5K shares1.13%2026-03-312026-05-26

ASH ASHLAND INC191.3K shares-8.36%2026-03-312026-05-26

NSC NORFOLK SOUTHERN CORP.37.1K shares-7.53%2026-03-312026-05-26

MCK MCKESSON HBOC INC12.3K shares-0.19%2026-03-312026-05-26

PATH UIPATH INC950.5K shares35.68%2026-03-312026-05-26

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GLW CORNING INC.76.8K shares-24.28%2026-03-312026-05-26

TGT TARGET CORP86.1K shares10.10%2026-03-312026-05-26

IVT INVENTRUST PPTYS CORP342.0K shares-8.18%2026-03-312026-05-26

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC227.4K shares-1.10%2026-03-312026-05-26

AEP AMERICAN ELECTRIC POWER CO. INC.79.4K shares-3.98%2026-03-312026-05-26

NOC NORTHROP GRUMMAN CORP15.2K shares-5.47%2026-03-312026-05-26

NBIX NEUROCRINE BIOSCIENCES INC78.6K shares-3.82%2026-03-312026-05-26

FLEX FLEXTRONICS INTERNATIONAL LTD158.1K shares9.89%2026-03-312026-05-26

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XLE STATE STREET ENERGY SELECT SEC SPDR ETF168.6K shares8.30%2026-03-312026-05-26

YETI YETI HLDGS INC COM282.2K shares-8.76%2026-03-312026-05-26

PYPL PAYPAL HLDGS INC COM227.3K shares-50.08%2026-03-312026-05-26

OCFC OCEANFIRST FINANCIAL CORP567.9K shares-8.55%2026-03-312026-05-26

IWV ISHARES RUSSELL 3000 INDEX FUND27.4K shares-2.56%2026-03-312026-05-26

EXTR EXTREME NETWORKS INC671.7K sharesnew addition2026-03-312026-05-26

HAYW HAYWARD HLDGS INC COM756.7K shares-10.55%2026-03-312026-05-26

ICUI ICU MED INC COM78.4K shares-11.24%2026-03-312026-05-26

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EFSC ENTERPRISE FINANCIAL SERVICE186.5K sharesnew addition2026-03-312026-05-26

MPLX MPLX LP175.8K shares0.00%2026-03-312026-05-26

GENERAL DYNAMICS CORP. GENERAL DYNAMICS CORP.29.1K shares-3.17%2026-03-312026-05-26

IJS ISHARES S & P SMALLCAP 600/VAL83.2K shares-0.04%2026-03-312026-05-26

CUBE CUBESMART268.3K shares0.22%2026-03-312026-05-26

CNMD CONMED CORP COM275.9K shares35.59%2026-03-312026-05-26

IWR ISHARES RUSSELL MIDCAP INDEX100.3K shares-0.70%2026-03-312026-05-26

TTD TRADE DESK INC429.0K shares984.70%2026-03-312026-05-26

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EVR EVERCORE PARTNERS INC CLASS A32.5K shares-7.79%2026-03-312026-05-26

NVS NOVARTIS AG ADR63.1K shares15.96%2026-03-312026-05-26

NEO NEOGENOMICS INC1.3M shares-8.06%2026-03-312026-05-26

CSX CSX CORP.233.3K shares-1.78%2026-03-312026-05-26

DUKE ENERGY CORP DUKE ENERGY CORP73.1K shares-9.73%2026-03-312026-05-26

HALO HALOZYME THERAPEUTICS INC146.7K shares22.40%2026-03-312026-05-26

KFY KORN FERRY INTL COM NEW150.1K shares-7.78%2026-03-312026-05-26

SPSC SPS COMM INC COM169.2K shares31.51%2026-03-312026-05-26

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MPC MARATHON PETROLEUM CORP38.5K shares-4.48%2026-03-312026-05-26

NWSA NEWS CORP NEW CL A372.5K shares327.96%2026-03-312026-05-26

IART INTEGRA LIFESCIENCES CORP984.7K shares27.40%2026-03-312026-05-26

FRME FIRST MERCHANTS CORP238.2K shares-8.64%2026-03-312026-05-26

WKC WORLD FUEL SVCS CORP COM399.4K shares-8.42%2026-03-312026-05-26

EEFT EURONET WORLDWIDE INC138.7K shares-8.03%2026-03-312026-05-26

SLGN SILGAN HOLDINGS INC236.3K shares-8.54%2026-03-312026-05-26

WSC WILLSCOT HLDGS CORP COM CL A522.1K shares-11.93%2026-03-312026-05-26

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ACAD ACADIA PHARMACEUTICALS INC405.9K shares-10.53%2026-03-312026-05-26

GPK GRAPHIC PACKAGING HLDG CO COM905.9K shares84.71%2026-03-312026-05-26

AMD ADVANCED MICRO DEVICES INC.44.2K shares3.66%2026-03-312026-05-26

HST HOST HOTELS & RESORTS467.6K shares822.36%2026-03-312026-05-26

SO SOUTHERN CO.92.3K shares19.10%2026-03-312026-05-26

VXUS VANGUARD TOTAL INTL STOCK ETF115.0K shares14.07%2026-03-312026-05-26

ENR ENERGIZER HLDGS INC NEW COM536.9K shares-7.76%2026-03-312026-05-26

FIVN FIVE9 INC COM577.7K shares35.70%2026-03-312026-05-26

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ACWV ISHARES MSCI GLOBAL MIN VOL ETF72.9K shares-16.82%2026-03-312026-05-26

NKE NIKE INC CL B164.3K shares-2.85%2026-03-312026-05-26

EFV ISHARES MSCI EAFE VALUE INX115.8K shares0.87%2026-03-312026-05-26

RLJ RLJ LODGING TR COM1.2M shares-8.17%2026-03-312026-05-26

MELI MERCADOLIBRE INC5.0K shares46.61%2026-03-312026-05-26

WM WASTE MANAGEMENT37.3K shares1.75%2026-03-312026-05-26

IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND27.3K shares1.15%2026-03-312026-05-26

DOX AMDOCS LTD131.3K shares-10.09%2026-03-312026-05-26

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VRRM VERRA MOBILITY CORP599.1K shares-8.52%2026-03-312026-05-26

IDXX IDEXX LABS INC.15.1K shares-15.62%2026-03-312026-05-26

PDM PIEDMONT OFFICE REALTY TR INCO1.3M shares-8.44%2026-03-312026-05-26

ACWI ISHARES MSCI ACWI INDEX FUND60.9K shares9.10%2026-03-312026-05-26

VLTO VERALTO CORP94.6K shares1381.24%2026-03-312026-05-26

CSGP COSTAR GROUP INC207.0K shares168.75%2026-03-312026-05-26

FIS FIDELITY NATIONAL INFORMATION SERVICES177.2K shares0.89%2026-03-312026-05-26

RNR RENAISSANCE RE HOLDINGS LTD27.9K shares-2.29%2026-03-312026-05-26

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SEAGATE TECHNOLOGY HLDNGS PLC ORD SEAGATE TECHNOLOGY HLDNGS PLC ORD21.1K shares-5.34%2026-03-312026-05-26

ASGN ASGN INC209.8K shares-7.69%2026-03-312026-05-26

PRGS PROGRESS SOFTWARE CORP312.3K shares15.37%2026-03-312026-05-26

SHEL SHELL PLC85.7K shares-37.76%2026-03-312026-05-26

BA BOEING CO.39.9K shares5.74%2026-03-312026-05-26

EG EVEREST GROUP LTD24.3K shares-3.84%2026-03-312026-05-26

LZB LA Z BOY INC COM247.0K shares-8.74%2026-03-312026-05-26

JBI JANUS INTERNATIONAL GROUP INC1.5M shares-8.45%2026-03-312026-05-26

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FLO FLOWERS FOODS INC COM968.0K shares-7.66%2026-03-312026-05-26

JLL JONES LANG LASALLE INC25.7K shares449.69%2026-03-312026-05-26

BCC Boise Cascade Co102.4K shares-8.50%2026-03-312026-05-26

BSX BOSTON SCIENTIFIC121.6K shares12.57%2026-03-312026-05-26

AMT AMERICAN TOWER CORP44.2K shares-62.01%2026-03-312026-05-26

GO GROCERY OUTLET HLDG CORP COM1.1M shares-7.86%2026-03-312026-05-26

VRTS VIRTUS INVESTMENT PARTNERS56.0K shares-7.11%2026-03-312026-05-26

CDNS CADENCE DESIGN SYSTEM27.1K shares-39.21%2026-03-312026-05-26

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VEEV VEEVA SYS INC CL A41.3K shares2994.91%2026-03-312026-05-26

WDAY WORKDAY INC CL A54.8K shares-38.70%2026-03-312026-05-26

LHX L3HARRIS TECHNOLOGIES INC20.6K shares2.65%2026-03-312026-05-26

DVN DEVON ENERGY CORP140.2K shares75.71%2026-03-312026-05-26

IVW ISHARES S&P 500 / BARRA GROWTH62.0K shares-0.10%2026-03-312026-05-26

LAMR LAMAR ADVERTISING CO NEW CL A55.0K shares1987.29%2026-03-312026-05-26

GEHC GE HEALTHCARE TECHNOLOGIES INC97.8K shares279.41%2026-03-312026-05-26

KVUE KENVUE INC401.7K shares-11.69%2026-03-312026-05-26

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ADI ANALOG DEVICES INC.21.7K shares3.56%2026-03-312026-05-26

D DOMINION ENERGY INC111.0K shares-5.80%2026-03-312026-05-26

HSY HERSHEY FOODS CORP.32.9K shares-1.23%2026-03-312026-05-26

TRGP TARGA RESOURCES CORP26.9K shares-17.42%2026-03-312026-05-26

EFG ISHARES MSCI EAFE GROWTH INX59.8K shares-10.45%2026-03-312026-05-26

VLO VALERO ENERGY CORP25.7K shares-0.39%2026-03-312026-05-26

AER AERCAP HOLDINGS NV46.2K shares-24.71%2026-03-312026-05-26

KHC KRAFT HEINZ CO281.2K shares-2.90%2026-03-312026-05-26

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AWK AMERICAN WATER WORKS CO INC46.0K shares-4.10%2026-03-312026-05-26

FAST FASTENAL CO.134.5K shares-5.54%2026-03-312026-05-26

AA ALCOA CORP93.3K shares-8.75%2026-03-312026-05-26

UBER UBER TECHNOLOGIES INC84.8K shares-4.25%2026-03-312026-05-26

MAR MARRIOTT INTERNATIONAL CL A18.6K shares0.86%2026-03-312026-05-26

VTHR VANGUARD RUSSELL 300021.1K shares0.00%2026-03-312026-05-26

STT STATE STREET CORP47.7K shares-1.13%2026-03-312026-05-26

HLT HILTON WORLDWIDE HOLDINGS19.6K shares-32.47%2026-03-312026-05-26

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URBN URBAN OUTFITTERS94.2K shares-21.19%2026-03-312026-05-26

GWW W W GRAINGER INC5.4K shares0.52%2026-03-312026-05-26

WWD WOODWARD INC16.5K shares-38.07%2026-03-312026-05-26

IWN ISHARES RUSSELL 2000 VALUE30.9K shares0.08%2026-03-312026-05-26

OKE ONEOK INC64.7K shares12.66%2026-03-312026-05-26

PD PAGERDUTY INC937.5K shares35.67%2026-03-312026-05-26

LEN LENNAR CORP.66.7K shares-2.27%2026-03-312026-05-26

SNPS SYNOPSIS INC.14.6K shares-17.84%2026-03-312026-05-26

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TOL TOLL BROTHERS41.9K shares-1.43%2026-03-312026-05-26

NRG NRG ENERGY INC38.7K shares1.28%2026-03-312026-05-26

G GENPACT LIMITED SHS151.2K shares41.45%2026-03-312026-05-26

XLI STATE STREET INDUSTRIAL SELECT SEC SPDR34.7K shares28.96%2026-03-312026-05-26

AJG GALLAGHER ARTHUR J & CO25.7K shares166.16%2026-03-312026-05-26

DXJ WISDOMTREE JAPAN HEDGED EQUITY FD ETF34.8K shares-6.12%2026-03-312026-05-26

PPL PPL CORPORATION144.4K shares-22.09%2026-03-312026-05-26

JCI JOHNSON CONTROLS INTL PLC SHS42.0K shares0.26%2026-03-312026-05-26

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BLACKSTONE GROUP INC BLACKSTONE GROUP INC47.4K shares2.45%2026-03-312026-05-26

VONV VANGUARD RUSSELL 1000 VALUE ETF58.1K shares11.73%2026-03-312026-05-26

INVESCO S&P 500 LOW VOLATILITY PORT INVESCO S&P 500 LOW VOLATILITY PORT72.5K shares0.00%2026-03-312026-05-26

PEG PUBLIC SERVICE ENTERPRISE GROUP INC.64.8K shares39.41%2026-03-312026-05-26

DGRW WISDOMTREE TR US QTLY D58.9K shares2.43%2026-03-312026-05-26

PAA PLAINS ALL AMERICAN PIPELINE LP230.8K shares0.00%2026-03-312026-05-26

OVV OVINTIV INC86.5K shares-20.42%2026-03-312026-05-26

EFAV ISHARES MSC EAFE MIN VOL ETF55.6K shares-18.18%2026-03-312026-05-26

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XEL XCEL ENERGY INC61.6K shares4.50%2026-03-312026-05-26

URI UNITED RENTALS INC6.7K shares7.02%2026-03-312026-05-26

NFG NATIONAL FUEL GAS51.8K shares-0.93%2026-03-312026-05-26

WEC ENERGY GROUP WEC ENERGY GROUP41.9K shares-3.02%2026-03-312026-05-26

NVO NOVO-NORDISK A/S131.4K shares-18.27%2026-03-312026-05-26

AFL AFLAC CORP43.9K shares-0.20%2026-03-312026-05-26

UTHR UNITED THERAPEUTICS CORP8.1K shares-0.47%2026-03-312026-05-26

ROK ROCKWELL AUTOMATION INC13.3K shares-1.26%2026-03-312026-05-26

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PHM PULTE CORP40.4K shares0.69%2026-03-312026-05-26

KMI KINDER MORGAN INC140.8K shares1.95%2026-03-312026-05-26

MCO MOODY'S CORPORATION10.7K shares0.22%2026-03-312026-05-26

PNR PENTAIR PLC53.8K shares-27.14%2026-03-312026-05-26

CINF CINCINNATI FINANCIAL CORP29.2K shares-6.86%2026-03-312026-05-26

DBX DROPBOX INC202.1K shares-67.33%2026-03-312026-05-26

CNP CENTERPOINT ENERGY INC106.0K shares-4.92%2026-03-312026-05-26

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SRE SEMPRA ENERGY45.7K shares1.71%2026-03-312026-05-26

ENB ENBRIDGE INC81.9K shares-1.24%2026-03-312026-05-26

MCHP MICROCHIP TECHNOLOGY INC.68.0K shares-2.04%2026-03-312026-05-26

INVESCO RAFI DEVELOPED MKT EX-U.S. ETF INVESCO RAFI DEVELOPED MKT EX-U.S. ETF62.8K shares0.00%2026-03-312026-05-26

AIG AMERICAN INTERNATIONAL GROUP INC.57.4K shares-54.17%2026-03-312026-05-26

KMB KIMBERLY CLARK CORP.44.2K shares-0.98%2026-03-312026-05-26

XLV STATE STREET HEALTH CARE SELECT SEC SPDR29.0K shares5.41%2026-03-312026-05-26

ORLY O'REILLY AUTOMOTIVE INC45.9K shares0.51%2026-03-312026-05-26

Sponsored

VXF VANGUARD EXTENDED MARKET ETF20.5K shares2.14%2026-03-312026-05-26

CIEN CIENA CORP10.8K shares-52.03%2026-03-312026-05-26

INSP INSPIRE MED SYS INC81.5K shares-0.60%2026-03-312026-05-26

BRX BRIXMOR PPTY GROUP INC145.6K shares-6.48%2026-03-312026-05-26

CEG CONSTELLATION ENERGY CORP14.7K shares6.57%2026-03-312026-05-26

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA52.3K shares7.87%2026-03-312026-05-26

EA ELECTRONIC ARTS20.0K shares1.11%2026-03-312026-05-26

IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND24.0K shares4.77%2026-03-312026-05-26

Sponsored

LUV SOUTHWEST AIRLINES107.6K shares1.49%2026-03-312026-05-26

IWS ISHARES RUSSELL MIDCAP VALUE27.7K shares-3.66%2026-03-312026-05-26

SYY SYSCO CORP56.4K shares-0.97%2026-03-312026-05-26

NYT NEW YORK TIMES CO48.0K shares8.49%2026-03-312026-05-26

BP BP PLC SPONS ADR85.5K shares140.12%2026-03-312026-05-26

HUBBELL INC HUBBELL INC8.1K shares1.07%2026-03-312026-05-26

XLY STATE STREET CONSUMER DISCRETIONARY SPDR36.6K shares-8.10%2026-03-312026-05-26

CARR CARRIER GLOBAL CORPORATION COM70.1K shares-0.15%2026-03-312026-05-26

Sponsored

ONTO ONTO INNOVATION INC19.0K shares-37.64%2026-03-312026-05-26

ATO ATMOS ENERGY CORP20.9K shares1.60%2026-03-312026-05-26

LNG CHENIERE ENERGY INC13.6K shares-8.02%2026-03-312026-05-26

CTAS CINTAS CORP22.4K shares2.05%2026-03-312026-05-26

EL ESTEE LAUDER COMPANIES CL A52.6K shares-4.22%2026-03-312026-05-26

SCZ ISHARES MSCI EAFE SMALL CAP48.1K shares0.03%2026-03-312026-05-26

CMS CMS ENERGY CORP47.4K shares13.35%2026-03-312026-05-26

ECL ECOLAB INC.13.8K shares-0.19%2026-03-312026-05-26

Sponsored

TMUS T-MOBILE US INC17.5K shares5.93%2026-03-312026-05-26

HUM HUMANA INC.21.0K shares-14.99%2026-03-312026-05-26

WTRG ESSENTIAL UTILS INC90.1K shares-0.79%2026-03-312026-05-26

ETR ENTERGY CORP. NEW32.2K shares-5.45%2026-03-312026-05-26

DOV DOVER CORP COM17.3K shares23.36%2026-03-312026-05-26

WES WESTERN MIDSTREAM PARTNERS LP85.5K shares0.00%2026-03-312026-05-26

OXY OCCIDENTAL PETROLEUM CORP51.8K shares328.03%2026-03-312026-05-26

DELL DELL TECHNOLOGIES INC CL C20.5K shares-22.63%2026-03-312026-05-26

Sponsored

HIG THE HARTFORD INSURANCE GROUP, INC24.6K shares-0.87%2026-03-312026-05-26

DTM DT MIDSTREAM INC24.7K shares0.36%2026-03-312026-05-26

IWP ISHARES RUSSELL MIDCAP GRWTH25.3K shares-0.20%2026-03-312026-05-26

IR INGERSOLL RAND INC40.2K shares1.27%2026-03-312026-05-26

VANGUARD INDEX FDS S&P 500 ETF SHS

2.69%

Shares1.8M

Event2026-03-31

Filed2026-05-26

AAPL

APPLE INC.

1.98%

Shares3.4M

Event2026-03-31

Filed2026-05-26

IJR

ISHARES S & P SMALLCAP 600

0.70%

Shares5.0M

Event2026-03-31

Filed2026-05-26

MSFT

MICROSOFT CORP.

-1.11%

Shares1.5M

Event2026-03-31

Filed2026-05-26

SPY

STATE STREET SPDR S&P 500 ETF TRUST

-2.56%

Shares753.5K

Event2026-03-31

Filed2026-05-26

ALPHABET INC CAP STK CL A

-2.02%

Shares1.2M

Event2026-03-31

Filed2026-05-26

JNJ

JOHNSON & JOHNSON

-1.47%

Shares1.4M

Event2026-03-31

Filed2026-05-26

JPM

JPMORGAN CHASE & CO

-1.17%

Shares1.1M

Event2026-03-31

Filed2026-05-26

SMMD

ISHARES RUSSELL 2500 ETF

12.09%

Shares4.4M

Event2026-03-31

Filed2026-05-26

PVAL

PUTNAM FOCUSED LARGE CAP VALUE ETF

11.45%

Shares7.2M

Event2026-03-31

Filed2026-05-26

ALPHABET INC CAP STK CL C

-6.02%

Shares1.1M

Event2026-03-31

Filed2026-05-26

LLY

ELI LILLY & CO.

-3.40%

Shares306.8K

Event2026-03-31

Filed2026-05-26

NVDA

NVIDIA CORP

2.46%

Shares1.4M

Event2026-03-31

Filed2026-05-26

AMZN

AMAZON.COM INC

-4.14%

Shares1.2M

Event2026-03-31

Filed2026-05-26

VANGUARD INDEX FDS SMALL CAP ETF

-0.35%

Shares887.2K

Event2026-03-31

Filed2026-05-26

RTX

RTX CORPORATION

-1.67%

Shares1.1M

Event2026-03-31

Filed2026-05-26

XOM

EXXON MOBIL CORPORATION

-5.97%

Shares1.2M

Event2026-03-31

Filed2026-05-26

MASTERCARD INC CL A

-0.06%

Shares408.0K

Event2026-03-31

Filed2026-05-26

CVX

CHEVRON CORP

-1.67%

Shares940.0K

Event2026-03-31

Filed2026-05-26

CSCO

CISCO SYSTEMS

-2.67%

Shares2.3M

Event2026-03-31

Filed2026-05-26

DFAX

DIMENSIONAL WORLD EX US CORE EQUITY 2

1.29%

Shares5.2M

Event2026-03-31

Filed2026-05-26

ORCL

ORACLE CORP

-4.61%

Shares1.2M

Event2026-03-31

Filed2026-05-26

APH

AMPHENOL CORP-CL A

-7.04%

Shares1.3M

Event2026-03-31

Filed2026-05-26

HOME DEPOT INC.

0.87%

Shares503.2K

Event2026-03-31

Filed2026-05-26

VTI

VANGUARD TOTAL STOCK MKT ETF

-0.04%

Shares509.2K

Event2026-03-31

Filed2026-05-26

TJX

TJX COS INC

-5.21%

Shares964.8K

Event2026-03-31

Filed2026-05-26

META

META PLATFORMS INC

3.78%

Shares266.0K

Event2026-03-31

Filed2026-05-26

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

2.27%

Shares2.2M

Event2026-03-31

Filed2026-05-26

PROCTER & GAMBLE CO.

-3.42%

Shares949.0K

Event2026-03-31

Filed2026-05-26

AMAT

APPLIED MATERIALS INC

-16.12%

Shares390.8K

Event2026-03-31

Filed2026-05-26

PEP

PEPSICO INC.

-0.44%

Shares850.2K

Event2026-03-31

Filed2026-05-26

CHUBB LIMITED

-1.31%

Shares402.8K

Event2026-03-31

Filed2026-05-26

BROADCOM INC

3.49%

Shares408.2K

Event2026-03-31

Filed2026-05-26

COST

COSTCO WHOLESALE CORP

-0.66%

Shares125.1K

Event2026-03-31

Filed2026-05-26

VIG

VANGUARD DIVIDEND APPREC ETF

-1.14%

Shares564.4K

Event2026-03-31

Filed2026-05-26

EWJ

ISHARES MSCI JAPAN INDEX FD

2.26%

Shares1.4M

Event2026-03-31

Filed2026-05-26

WMT

WALMART INC

-3.65%

Shares951.4K

Event2026-03-31

Filed2026-05-26

IWM

ISHARES TRUST RUSSELL 2000 INDEX FUND

1.99%

Shares475.4K

Event2026-03-31

Filed2026-05-26

USRT

ISHARES CORE US REIT ETF

12.56%

Shares2.0M

Event2026-03-31

Filed2026-05-26

VUG

VANGUARD GROWTH ETF

-1.56%

Shares263.4K

Event2026-03-31

Filed2026-05-26

IVV

ISHARES S&P 500 INDEX FUND

14.26%

Shares173.9K

Event2026-03-31

Filed2026-05-26

LAM RESEARCH CORP

-13.11%

Shares522.7K

Event2026-03-31

Filed2026-05-26

BKNG

BOOKING HOLDINGS INC

1.79%

Shares26.4K

Event2026-03-31

Filed2026-05-26

ABT

ABBOTT LABORATORIES

-5.73%

Shares1.1M

Event2026-03-31

Filed2026-05-26

PARKER-HANNIFIN CORP

-1.43%

Shares120.8K

Event2026-03-31

Filed2026-05-26

BERKSHIRE HATHAWAY INC DEL CL

0.69%

Shares211.4K

Event2026-03-31

Filed2026-05-26

INVESCO S&P 500 EQUAL WEIGHT PORT

6.03%

Shares519.6K

Event2026-03-31

Filed2026-05-26

MCD

MCDONALDS CORP.

-1.34%

Shares315.6K

Event2026-03-31

Filed2026-05-26

VISA INC COM CL A

-1.53%

Shares323.8K

Event2026-03-31

Filed2026-05-26

PNC

PNC FINANCIAL SERVICES GROUP

-2.14%

Shares460.2K

Event2026-03-31

Filed2026-05-26

EFA

ISHARES MSCI EAFE INDEX FUND

1.23%

Shares907.7K

Event2026-03-31

Filed2026-05-26

AXP

AMERICAN EXPRESS CO

-2.60%

Shares282.7K

Event2026-03-31

Filed2026-05-26

ACCENTURE PLC

-5.65%

Shares424.0K

Event2026-03-31

Filed2026-05-26

GLD

SPDR GOLD TRUST

-3.35%

Shares192.4K

Event2026-03-31

Filed2026-05-26

HON

HONEYWELL INTERNATIONAL INC

-0.49%

Shares361.6K

Event2026-03-31

Filed2026-05-26

SCHW

CHARLES SCHWAB CORP.

-1.97%

Shares864.2K

Event2026-03-31

Filed2026-05-26

AME

AMETEK INC

-1.39%

Shares368.5K

Event2026-03-31

Filed2026-05-26

UNP

UNION PACIFIC CORP

-1.45%

Shares323.6K

Event2026-03-31

Filed2026-05-26

NEE

NEXTERA ENERGY INC

-5.04%

Shares831.8K

Event2026-03-31

Filed2026-05-26

ACWX

ISHARES MSCI ACWI EX US INDX

0.64%

Shares1.1M

Event2026-03-31

Filed2026-05-26

ABBV

ABBVIE INC COM

-1.13%

Shares341.1K

Event2026-03-31

Filed2026-05-26

BLACKROCK INC.COM

-1.43%

Shares76.7K

Event2026-03-31

Filed2026-05-26

LABCORP HOLDING INC

-1.96%

Shares261.0K

Event2026-03-31

Filed2026-05-26

VNQ

VANGUARD INDEX FDS REAL ESTATE ETF

-8.66%

Shares781.8K

Event2026-03-31

Filed2026-05-26

BMY

BRISTOL MYERS SQUIBB CO

-0.12%

Shares1.1M

Event2026-03-31

Filed2026-05-26

ROST

ROSS STORES INC

-9.00%

Shares311.5K

Event2026-03-31

Filed2026-05-26

ITW

ILLINOIS TOOL WORKS

-1.59%

Shares255.2K

Event2026-03-31

Filed2026-05-26

NFLX

NETFLIX INC

-15.60%

Shares657.8K

Event2026-03-31

Filed2026-05-26

ARISTA NETWORKS INC

-2.70%

Shares511.1K

Event2026-03-31

Filed2026-05-26

MERCK & CO INC

-0.57%

Shares521.4K

Event2026-03-31

Filed2026-05-26

TWLO

TWILIO INC CL A

-0.98%

Shares481.3K

Event2026-03-31

Filed2026-05-26

EAGL

EAGLE CAPITAL SELECT EQUITY ETF

10.91%

Shares1.9M

Event2026-03-31

Filed2026-05-26

MARVELL TECHNOLOGY INC

29.42%

Shares567.4K

Event2026-03-31

Filed2026-05-26

PGR

PROGRESSIVE CORP OHIO

17.09%

Shares256.2K

Event2026-03-31

Filed2026-05-26

COLGATE PALMOLIVE CO

-7.31%

Shares595.3K

Event2026-03-31

Filed2026-05-26

KLAC

KLA-TENCOR CORPORATION

-15.07%

Shares34.3K

Event2026-03-31

Filed2026-05-26

IJT

ISHARES S & P SMALLCAP 600/GRO

-1.93%

Shares346.8K

Event2026-03-31

Filed2026-05-26

MLM

MARTIN MARIETTA MATERIALS INC

-4.81%

Shares84.8K

Event2026-03-31

Filed2026-05-26

INCY

INCYTE PHARMACEUTICALS INC

-4.68%

Shares523.3K

Event2026-03-31

Filed2026-05-26

SHW

SHERWIN WILLIAMS CO.

-16.33%

Shares151.5K

Event2026-03-31

Filed2026-05-26

ADP

AUTOMATIC DATA PROCESSING INC.

-1.70%

Shares238.2K

Event2026-03-31

Filed2026-05-26

ULTA

ULTA BEAUTY INC

-17.54%

Shares92.1K

Event2026-03-31

Filed2026-05-26

EXPE

EXPEDIA GROUP INC

-9.07%

Shares207.0K

Event2026-03-31

Filed2026-05-26

EMLP

FIRST TR NORTH AMERICAN ENERGY INFRA ETF

2.45%

Shares1.1M

Event2026-03-31

Filed2026-05-26

GE AEROSPACE

23.93%

Shares164.6K

Event2026-03-31

Filed2026-05-26

TXN

TEXAS INSTRUMENTS INC.

41.33%

Shares239.8K

Event2026-03-31

Filed2026-05-26

AMGN

AMGEN

-1.03%

Shares127.2K

Event2026-03-31

Filed2026-05-26

NOW

SERVICENOW INC

232.23%

Shares426.1K

Event2026-03-31

Filed2026-05-26

DIS

DISNEY WALT PRODTNS

22.91%

Shares460.0K

Event2026-03-31

Filed2026-05-26

OKTA

OKTA INC CL A

6.99%

Shares540.9K

Event2026-03-31

Filed2026-05-26

FTNT

FORTINET INC

10.60%

Shares518.2K

Event2026-03-31

Filed2026-05-26

TMO

THERMO FISHER SCIENTIFIC INC

0.25%

Shares85.7K

Event2026-03-31

Filed2026-05-26

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-0.54%

Shares216.0K

Event2026-03-31

Filed2026-05-26

VANGUARD MID - CAP VIPERS

-2.20%

Shares138.4K

Event2026-03-31

Filed2026-05-26

CRM

SALESFORCE COM INC COM

-11.44%

Shares210.7K

Event2026-03-31

Filed2026-05-26

MNST

MONSTER BEVERAGE CORP NEW

112.30%

Shares541.0K

Event2026-03-31

Filed2026-05-26

COCA COLA CO.

1.87%

Shares515.4K

Event2026-03-31

Filed2026-05-26

EBAY

EBAY INC

-3.23%

Shares428.8K

Event2026-03-31

Filed2026-05-26

EATON CORP PLC ORDINARY

1.11%

Shares108.9K

Event2026-03-31

Filed2026-05-26

TER

TERADYNE INC.

-5.51%

Shares130.5K

Event2026-03-31

Filed2026-05-26

TRANE TECHNOLOGIES PLC SHS

-0.94%

Shares91.7K

Event2026-03-31

Filed2026-05-26

VTV

VANGUARD VALUE ETF

1.62%

Shares191.4K

Event2026-03-31

Filed2026-05-26

USMV

ISHARES MSCI USA MIN VOL ETF

-5.00%

Shares404.2K

Event2026-03-31

Filed2026-05-26

TPR

TAPESTRY INC

-1.16%

Shares265.2K

Event2026-03-31

Filed2026-05-26

DVY

ISHARES DJ SELECT DIVIDEND

0.86%

Shares242.1K

Event2026-03-31

Filed2026-05-26

IQV

IQVIA HLDGS INC COM

6.75%

Shares213.1K

Event2026-03-31

Filed2026-05-26

SNA

SNAP ON INC

0.15%

Shares97.8K

Event2026-03-31

Filed2026-05-26

INTC

INTEL CORP

-6.88%

Shares805.2K

Event2026-03-31

Filed2026-05-26

PANW

PALO ALTO NETWORKS INC

3.38%

Shares218.0K

Event2026-03-31

Filed2026-05-26

WSM

WILLIAMS-SONOMA INC

-18.20%

Shares188.9K

Event2026-03-31

Filed2026-05-26

RWO

STATE STREET SPDR DOW JONES GL REAL EST

-1.72%

Shares749.0K

Event2026-03-31

Filed2026-05-26

COP

CONOCOPHILLIPS

-6.46%

Shares257.6K

Event2026-03-31

Filed2026-05-26

PHILIP MORRIS INTERNATIONAL

-9.07%

Shares205.4K

Event2026-03-31

Filed2026-05-26

OMC

OMNICOM GROUP

17.48%

Shares447.0K

Event2026-03-31

Filed2026-05-26

AMERICA MOVIL

0.09%

Shares1.3M

Event2026-03-31

Filed2026-05-26

BAC

BANK OF AMERICA CORP

-9.12%

Shares674.6K

Event2026-03-31

Filed2026-05-26

SPOT

SPOTIFY TECHNOLOGY S A SHS

21.41%

Shares67.2K

Event2026-03-31

Filed2026-05-26

MEDTRONIC PLC SHS

-23.99%

Shares376.1K

Event2026-03-31

Filed2026-05-26

UNH

UNITEDHEALTH GROUP INC

-20.71%

Shares119.7K

Event2026-03-31

Filed2026-05-26

USB

US BANCORP

-1.24%

Shares604.3K

Event2026-03-31

Filed2026-05-26

ICE

INTERCONTINENTAL EXCHANGE GROUP

0.40%

Shares198.7K

Event2026-03-31

Filed2026-05-26

GILD

GILEAD SCIENCES INC COM

-10.98%

Shares222.0K

Event2026-03-31

Filed2026-05-26

PSTG

EVERPURE, INC. CL A

1974.11%

Shares511.7K

Event2026-03-31

Filed2026-05-26

CAT

CATERPILLAR INC.

-7.55%

Shares41.5K

Event2026-03-31

Filed2026-05-26

TSLA

TESLA INC

7.21%

Shares77.7K

Event2026-03-31

Filed2026-05-26

ADSK

AUTODESK INC

2.87%

Shares120.6K

Event2026-03-31

Filed2026-05-26

EXC

EXELON CORP COM

-1.55%

Shares588.0K

Event2026-03-31

Filed2026-05-26

IBM

INTERNATIONAL BUSINESS MACHINES CORP.

-2.60%

Shares118.2K

Event2026-03-31

Filed2026-05-26

ZTS

ZOETIS INC CL A

36.52%

Shares231.9K

Event2026-03-31

Filed2026-05-26

CME

CME GROUP INC

-5.20%

Shares92.3K

Event2026-03-31

Filed2026-05-26

PPG

PPG INDS INC COM

-11.93%

Shares254.8K

Event2026-03-31

Filed2026-05-26

EEM

ISHARES MSCI EMERGING MKT IN

-0.30%

Shares477.4K

Event2026-03-31

Filed2026-05-26

TE CONNECTIVITY PLC

-3.05%

Shares129.6K

Event2026-03-31

Filed2026-05-26

INVESCO QQQ TRUST SERIES 1

6.60%

Shares46.7K

Event2026-03-31

Filed2026-05-26

QCOM

QUALCOMM CORP.

-17.69%

Shares203.8K

Event2026-03-31

Filed2026-05-26

ALL

ALLSTATE CORP.

16.66%

Shares125.7K

Event2026-03-31

Filed2026-05-26

TSM

TAIWAN SEMICONDCTOR SP ADR

-0.10%

Shares76.8K

Event2026-03-31

Filed2026-05-26

CMCSA

COMCAST CORP NEW COM CL A

-5.09%

Shares902.7K

Event2026-03-31

Filed2026-05-26

PSX

PHILLIPS 66

-2.17%

Shares140.2K

Event2026-03-31

Filed2026-05-26

PFE

PFIZER INC.

-5.56%

Shares902.0K

Event2026-03-31

Filed2026-05-26

ISRG

INTUITIVE SURGICAL INC

-10.10%

Shares54.5K

Event2026-03-31

Filed2026-05-26

MORGAN STANLEY

-0.89%

Shares150.8K

Event2026-03-31

Filed2026-05-26

DXCM

DEXCOM INC

36.68%

Shares394.8K

Event2026-03-31

Filed2026-05-26

SBUX

STARBUCKS CORP.

-6.88%

Shares275.4K

Event2026-03-31

Filed2026-05-26

ADBE

ADOBE INC

-57.67%

Shares100.7K

Event2026-03-31

Filed2026-05-26

BKR

BAKER HUGHES A GE CO CL A

-11.29%

Shares400.9K

Event2026-03-31

Filed2026-05-26

DOCU

DOCUSIGN INC

11.01%

Shares512.6K

Event2026-03-31

Filed2026-05-26

GENERAL MOTORS CO

-0.67%

Shares324.1K

Event2026-03-31

Filed2026-05-26

IWB

ISHARES RUSSELL 1000 INDEX FUND

-0.97%

Shares67.4K

Event2026-03-31

Filed2026-05-26

JBL

JABIL INC

-44.62%

Shares89.1K

Event2026-03-31

Filed2026-05-26

MICRON TECHNOLOGY INC

-2.63%

Shares70.0K

Event2026-03-31

Filed2026-05-26

MMM

3M CO

-1.32%

Shares162.5K

Event2026-03-31

Filed2026-05-26

CORPAY, INC

39.75%

Shares80.0K

Event2026-03-31

Filed2026-05-26

ROKU

ROKU INC

225.09%

Shares245.5K

Event2026-03-31

Filed2026-05-26

CENCORA INC

-38.50%

Shares73.8K

Event2026-03-31

Filed2026-05-26

MMC

MARSH

-8.06%

Shares132.8K

Event2026-03-31

Filed2026-05-26

CITIGROUP INC

-22.76%

Shares201.3K

Event2026-03-31

Filed2026-05-26

RPM

RPM INC.

-2.25%

Shares229.6K

Event2026-03-31

Filed2026-05-26

ENS

ENERSYS

-12.50%

Shares130.5K

Event2026-03-31

Filed2026-05-26

VANGUARD INTL EQUITY INDEX FD TT WRLD S

11.52%

Shares163.6K

Event2026-03-31

Filed2026-05-26

MPWR

MONOLITHIC POWER SYSTEMS INC

-0.71%

Shares20.7K

Event2026-03-31

Filed2026-05-26

HPE

HEWLETT PACKARD ENTERPRISE CCO

-0.07%

Shares945.5K

Event2026-03-31

Filed2026-05-26

YUM

YUM BRANDS INC

-2.53%

Shares142.9K

Event2026-03-31

Filed2026-05-26

CTVA

CORTEVA INC

-0.23%

Shares264.5K

Event2026-03-31

Filed2026-05-26

IJH

ISHARES S & P MIDCAP 400 INDEX FUND

-1.18%

Shares325.9K

Event2026-03-31

Filed2026-05-26

TTMI

TTM TECHNOLOGIES

-28.58%

Shares225.8K

Event2026-03-31

Filed2026-05-26

IEMG

ISHARES CORE MSCI EMERGING MARKETS

-2.95%

Shares311.7K

Event2026-03-31

Filed2026-05-26

GOLDMAN SACHS GROUP INC

1.50%

Shares25.6K

Event2026-03-31

Filed2026-05-26

FDX

FEDEX CORPORATION

-13.03%

Shares60.7K

Event2026-03-31

Filed2026-05-26

AZO

AUTOZONE INC

-1.43%

Shares6.3K

Event2026-03-31

Filed2026-05-26

DYNATRACE INC

-12.10%

Shares576.2K

Event2026-03-31

Filed2026-05-26

ON SEMICONDUCTOR CORP COM

-0.23%

Shares343.6K

Event2026-03-31

Filed2026-05-26

EPD

ENTERPRISE PRODUCTS PARTNERS LP

-2.11%

Shares559.6K

Event2026-03-31

Filed2026-05-26

SYK

STRYKER CORP.

-1.11%

Shares64.3K

Event2026-03-31

Filed2026-05-26

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

-15.20%

Shares189.2K

Event2026-03-31

Filed2026-05-26

PAYX

PAYCHEX INC

-3.23%

Shares224.5K

Event2026-03-31

Filed2026-05-26

CACI

CACI INTERNATIONAL INC -CL A

-8.60%

Shares37.2K

Event2026-03-31

Filed2026-05-26

PLTR

PALANTIR TECHNOLOGIES INC CL A

-8.26%

Shares137.7K

Event2026-03-31

Filed2026-05-26

FFIV

F5 INC

-11.50%

Shares69.6K

Event2026-03-31

Filed2026-05-26

EMR

EMERSON ELECTRIC CO.

0.34%

Shares152.8K

Event2026-03-31

Filed2026-05-26

ODFL

OLD DOMINION FREIGHT LINE

-1.85%

Shares101.5K

Event2026-03-31

Filed2026-05-26

GMED

GLOBUS MED INC CL A

22.76%

Shares225.4K

Event2026-03-31

Filed2026-05-26

STIFEL FINANCIAL CORP

37.59%

Shares260.1K

Event2026-03-31

Filed2026-05-26

FOXA

FOX CORP CL A

-2.48%

Shares328.7K

Event2026-03-31

Filed2026-05-26

BANK OF NEW YORK MELLON CORP

0.53%

Shares159.9K

Event2026-03-31

Filed2026-05-26

LINDE PLC

0.73%

Shares37.9K

Event2026-03-31

Filed2026-05-26

VBR

VANGUARD SMALL - CAP VALUE ETF

3.89%

Shares86.1K

Event2026-03-31

Filed2026-05-26

SM ENERGY CO

32.80%

Shares597.4K

Event2026-03-31

Filed2026-05-26

BDX

BECTON DICKINSON & CO.

3.85%

Shares117.2K

Event2026-03-31

Filed2026-05-26

CRUS

CIRRUS LOGIC INC

-1.07%

Shares126.0K

Event2026-03-31

Filed2026-05-26

AON PLC SHS CL A

16.28%

Shares56.4K

Event2026-03-31

Filed2026-05-26

WCC

WESCO INTERNATIONAL INC

-8.38%

Shares65.1K

Event2026-03-31

Filed2026-05-26

CBRE

CBRE GROUP INC

-1.66%

Shares131.3K

Event2026-03-31

Filed2026-05-26

ZOOM COMMUNICATIONS INC CL A

-1.65%

Shares220.4K

Event2026-03-31

Filed2026-05-26

PWR

QUANTA SERVICES INC

-7.03%

Shares32.2K

Event2026-03-31

Filed2026-05-26

FNB

FNB CORP

-8.74%

Shares1.1M

Event2026-03-31

Filed2026-05-26

DEERE & CO

1.15%

Shares31.1K

Event2026-03-31

Filed2026-05-26

APA CORPORATION

-1.62%

Shares412.2K

Event2026-03-31

Filed2026-05-26

NTAP

NETAPP INC

-66.95%

Shares169.2K

Event2026-03-31

Filed2026-05-26

VTWO

VANGUARD RUSSELL 2000

29.86%

Shares172.3K

Event2026-03-31

Filed2026-05-26

DTE

DTE ENERGY CO

-21.33%

Shares116.6K

Event2026-03-31

Filed2026-05-26

NEOG

NEOGEN CORP

-7.32%

Shares1.8M

Event2026-03-31

Filed2026-05-26

IWD

ISHARES RUSSELL 1000 VALUE

29.73%

Shares79.3K

Event2026-03-31

Filed2026-05-26

HWC

HANCOCK HLDG CO COM

-8.13%

Shares265.3K

Event2026-03-31

Filed2026-05-26

REGIONS FINANCIAL CORP

-3.64%

Shares643.7K

Event2026-03-31

Filed2026-05-26

DGX

QUEST DIAGNOSTICS INC

-3.25%

Shares85.7K

Event2026-03-31

Filed2026-05-26

DAL

DELTA AIR LINES INC

-16.89%

Shares248.1K

Event2026-03-31

Filed2026-05-26

FCX

FREEPORT MCMORAN COPPER GOLD INC. CL B

2.24%

Shares280.2K

Event2026-03-31

Filed2026-05-26

DHR

DANAHER CORP

0.41%

Shares86.3K

Event2026-03-31

Filed2026-05-26

CATY

CATHAY GEN BANCORP COM

-8.43%

Shares322.8K

Event2026-03-31

Filed2026-05-26

CTSH

COGNIZANT TECH SOLUTIONS CRP

21.59%

Shares262.3K

Event2026-03-31

Filed2026-05-26

ACA

ARCOSA INC

-8.47%

Shares151.5K

Event2026-03-31

Filed2026-05-26

SPG

SIMON PROPERTY GROUP INC

0.79%

Shares85.9K

Event2026-03-31

Filed2026-05-26

IEFA

ISHARES CORE MSCI EAFE

0.50%

Shares175.9K

Event2026-03-31

Filed2026-05-26

DOCN

DIGITALOCEAN HLDGS INC COM

-53.28%

Shares183.2K

Event2026-03-31

Filed2026-05-26

ABNB

AIRBNB INC

0.27%

Shares124.2K

Event2026-03-31

Filed2026-05-26

WAT

WATERS CORP

21.43%

Shares52.7K

Event2026-03-31

Filed2026-05-26

PLD

PROLOGIS INC.

13.22%

Shares118.0K

Event2026-03-31

Filed2026-05-26

NATL

NCR ATLEOS CORPORATION

-8.51%

Shares357.4K

Event2026-03-31

Filed2026-05-26

DYCOM INDS INC COM

-8.23%

Shares45.7K

Event2026-03-31

Filed2026-05-26

AMP

AMERIPRISE FINANCIAL INC

-6.10%

Shares34.8K

Event2026-03-31

Filed2026-05-26

CHD

CHURCH & DWIGHT CO

167.89%

Shares165.5K

Event2026-03-31

Filed2026-05-26

UPS

UNITED PARCEL SERVICE - CL B

-2.87%

Shares153.8K

Event2026-03-31

Filed2026-05-26

HQY

HEALTHEQUITY INC

-9.58%

Shares179.8K

Event2026-03-31

Filed2026-05-26

COF

CAPITAL ONE FINL CORP.

-11.74%

Shares82.4K

Event2026-03-31

Filed2026-05-26

FTDR

FRONTDOOR INC

-8.14%

Shares282.9K

Event2026-03-31

Filed2026-05-26

LOW

LOWES COS INC

-3.65%

Shares63.2K

Event2026-03-31

Filed2026-05-26

ASML

ASML HOLDING N V NY REGISTRY SHS

-16.85%

Shares11.3K

Event2026-03-31

Filed2026-05-26

SPGI

S&P GLOBAL INC

23.65%

Shares34.9K

Event2026-03-31

Filed2026-05-26

VERIZON COMMUNICATIONS

6.22%

Shares292.8K

Event2026-03-31

Filed2026-05-26

DOW

DOW INC

-1.24%

Shares352.0K

Event2026-03-31

Filed2026-05-26

ASTRAZENECA PLC ORD

New

Shares73.6K

Event2026-03-31

Filed2026-05-26

ALTRIA GROUP INC

1.89%

Shares219.6K

Event2026-03-31

Filed2026-05-26

CPRT

COPART INC

109.46%

Shares436.0K

Event2026-03-31

Filed2026-05-26

BWA

BORG WARNER AUTOMOTIVE

-1.38%

Shares266.1K

Event2026-03-31

Filed2026-05-26

ENERGY TRANSFER EQUITY LP

-1.71%

Shares746.6K

Event2026-03-31

Filed2026-05-26

LMT

LOCKHEED MARTIN CORP.

-3.77%

Shares23.6K

Event2026-03-31

Filed2026-05-26

NWN

NORTHWEST NAT HLDG CO

-8.54%

Shares267.8K

Event2026-03-31

Filed2026-05-26

VBK

VANGUARD SMALL CAP GR VIPERS

24.29%

Shares47.0K

Event2026-03-31

Filed2026-05-26

HDV

ISHARES HIGH DIVIDEND EQUITY FD

14.49%

Shares104.5K

Event2026-03-31

Filed2026-05-26

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TR

-1.27%

Shares22.9K

Event2026-03-31

Filed2026-05-26

NTRS

NORTHERN TRUST CORP

-4.16%

Shares101.0K

Event2026-03-31

Filed2026-05-26

APD

AIR PRODUCTS & CHEMICALS INC.

-8.41%

Shares48.5K

Event2026-03-31

Filed2026-05-26

CPRX

CATALYST PHARMACEUTICALS INC

-8.54%

Shares565.4K

Event2026-03-31

Filed2026-05-26

REGN

REGENERON PHAR

-0.01%

Shares18.1K

Event2026-03-31

Filed2026-05-26

CARG

CARGURUS INC

-12.95%

Shares406.7K

Event2026-03-31

Filed2026-05-26

NEM

NEWMONT GOLDCORP CORPORATION

-16.74%

Shares127.2K

Event2026-03-31

Filed2026-05-26

SENSATA TECHNOLOGIES HLDG PLSH

-7.85%

Shares390.3K

Event2026-03-31

Filed2026-05-26

RMBS

RAMBUS INC

-7.77%

Shares159.1K

Event2026-03-31

Filed2026-05-26

TPH

TRI POINTE GROUP INC

-8.64%

Shares292.9K

Event2026-03-31

Filed2026-05-26

SHOP

SHOPIFY INC

-4.19%

Shares115.4K

Event2026-03-31

Filed2026-05-26

ELV

ANTHEM INC COM

18.41%

Shares46.5K

Event2026-03-31

Filed2026-05-26

FERGUSON ENTERPRISES INC

-1.23%

Shares58.3K

Event2026-03-31

Filed2026-05-26

CMI

CUMMINS INC

-11.52%

Shares25.3K

Event2026-03-31

Filed2026-05-26

BYD

BOYD GAMING CORP

-10.32%

Shares165.0K

Event2026-03-31

Filed2026-05-26

MAREX GROUP PLC

-6.85%

Shares304.1K

Event2026-03-31

Filed2026-05-26

INVESCO RAFI US 1000 ETF

-3.15%

Shares284.7K

Event2026-03-31

Filed2026-05-26

VVV

VALVOLINE INC

-8.49%

Shares399.1K

Event2026-03-31

Filed2026-05-26

EDWARDS LIFESCIENCES CP

-3.97%

Shares167.5K

Event2026-03-31

Filed2026-05-26

ALKS

ALKERMES PLC

-8.44%

Shares378.1K

Event2026-03-31

Filed2026-05-26

POR

PORTLAND GEN ELEC CO COM NEW

-7.37%

Shares253.3K

Event2026-03-31

Filed2026-05-26

AT&T INC

-0.40%

Shares460.7K

Event2026-03-31

Filed2026-05-26

NJR

NEW JERSEY RES COM

-11.73%

Shares242.4K

Event2026-03-31

Filed2026-05-26

LBRT

LIBERTY ENERGY INC COM CL A

-49.41%

Shares458.8K

Event2026-03-31

Filed2026-05-26

TSCO

TRACTOR SUPPLY

-5.79%

Shares290.3K

Event2026-03-31

Filed2026-05-26

SWKS

SKYWORKS SOLUTIONS INC

17.94%

Shares244.8K

Event2026-03-31

Filed2026-05-26

SSNC

SS&C TECHNOLOGIES HOLDINGS

4.98%

Shares194.0K

Event2026-03-31

Filed2026-05-26

CIGNA CORP NEW COM

-1.56%

Shares48.8K

Event2026-03-31

Filed2026-05-26

NDAQ

NASDAQ STOCK MARKET INC

7.27%

Shares152.5K

Event2026-03-31

Filed2026-05-26

BRK.A

BERKSHIRE HATHAWAY INC.

-5.26%

Shares18

Event2026-03-31

Filed2026-05-26

TRV

THE TRAVELERS COMPANIES INC

-1.69%

Shares44.2K

Event2026-03-31

Filed2026-05-26

DIOD

DIODES INC

-8.44%

Shares187.5K

Event2026-03-31

Filed2026-05-26

EQIX

EQUINIX INC

2.68%

Shares13.0K

Event2026-03-31

Filed2026-05-26

BRZE

BRAZE INC COM CL A

36.53%

Shares538.8K

Event2026-03-31

Filed2026-05-26

KROGER CO.

-8.06%

Shares174.2K

Event2026-03-31

Filed2026-05-26

PBH

PRESTIGE BRANDS HLDGS INC COM

-8.53%

Shares212.5K

Event2026-03-31

Filed2026-05-26

QNITY ELECTRONICS INC

-1.87%

Shares108.5K

Event2026-03-31

Filed2026-05-26

RDN

RADIAN GROUP Inc

-8.20%

Shares376.6K

Event2026-03-31

Filed2026-05-26

STAG

STAG INDL INC COM

-8.08%

Shares345.3K

Event2026-03-31

Filed2026-05-26

J2 GLOBAL INC COM

-8.14%

Shares292.8K

Event2026-03-31

Filed2026-05-26

BCO

BRINK'S CO

-8.70%

Shares117.9K

Event2026-03-31

Filed2026-05-26

HWM

HOWMET AEROSPACE INC

23.64%

Shares53.0K

Event2026-03-31

Filed2026-05-26

IEX

IDEX CORP

-0.51%

Shares64.3K

Event2026-03-31

Filed2026-05-26

MDLZ

MONDELEZ INTL INC CL A

-1.20%

Shares211.2K

Event2026-03-31

Filed2026-05-26

WMB

THE WILLIAMS COMPANIES INC

-4.99%

Shares166.9K

Event2026-03-31

Filed2026-05-26

BKH

BLACK HILLS CORP

-8.70%

Shares174.8K

Event2026-03-31

Filed2026-05-26

WAL

WESTERN ALLIANCE BANCORP COM

-7.09%

Shares168.3K

Event2026-03-31

Filed2026-05-26

ABG

ASBURY AUTOMOTIVE GROUP

-8.23%

Shares60.9K

Event2026-03-31

Filed2026-05-26

GEV

GE Vernova LLC

2.64%

Shares13.5K

Event2026-03-31

Filed2026-05-26

CNX

CNX RESOURCES CORPORATION

-8.46%

Shares303.5K

Event2026-03-31

Filed2026-05-26

CUSHMAN AND WAKEFIELD LTD

-8.26%

Shares952.5K

Event2026-03-31

Filed2026-05-26

INTU

INTUIT INC.

10.95%

Shares26.9K

Event2026-03-31

Filed2026-05-26

LCII

LCI IND INC

-8.50%

Shares94.5K

Event2026-03-31

Filed2026-05-26

WAB

WABTEC

-11.73%

Shares46.4K

Event2026-03-31

Filed2026-05-26

SAP

SAP AG - SPONSORED ADR

49.55%

Shares67.7K

Event2026-03-31

Filed2026-05-26

MTX

MINERALS TECH

-8.87%

Shares160.8K

Event2026-03-31

Filed2026-05-26

DLTR

DOLLAR TREE INC

898.20%

Shares103.6K

Event2026-03-31

Filed2026-05-26

SUPN

SUPERNUS PHARMACEUTICALS INC COM

-8.40%

Shares219.1K

Event2026-03-31

Filed2026-05-26

NXST

NEXSTAR BROADCASTING GROUP ICL

-9.01%

Shares61.8K

Event2026-03-31

Filed2026-05-26

GARTNER GROUP CLASS A

-12.23%

Shares70.4K

Event2026-03-31

Filed2026-05-26

WFC

WELLS FARGO CO

-0.35%

Shares139.8K

Event2026-03-31

Filed2026-05-26

EIX

EDISON INTERNATIONAL

0.92%

Shares151.7K

Event2026-03-31

Filed2026-05-26

DXC

DXC TECHNOLOGY CO

13.28%

Shares880.3K

Event2026-03-31

Filed2026-05-26

NWBI

NORTHWEST BANCSHARES INC

New

Shares871.1K

Event2026-03-31

Filed2026-05-26

EXPD

EXPEDITORS INTL WASH INC

-2.08%

Shares76.6K

Event2026-03-31

Filed2026-05-26

ASO

ACADEMY SPORTS & OUTDOORS INC

-3.80%

Shares193.7K

Event2026-03-31

Filed2026-05-26

MSCI

MSCI INC

-12.77%

Shares20.1K

Event2026-03-31

Filed2026-05-26

VGT

VANGUARD INFO TECH ETF

1.13%

Shares15.5K

Event2026-03-31

Filed2026-05-26

ASH

ASHLAND INC

-8.36%

Shares191.3K

Event2026-03-31

Filed2026-05-26

NSC

NORFOLK SOUTHERN CORP.

-7.53%

Shares37.1K

Event2026-03-31

Filed2026-05-26

MCK

MCKESSON HBOC INC

-0.19%

Shares12.3K

Event2026-03-31

Filed2026-05-26

PATH

UIPATH INC

35.68%

Shares950.5K

Event2026-03-31

Filed2026-05-26

GLW

CORNING INC.

-24.28%

Shares76.8K

Event2026-03-31

Filed2026-05-26

TGT

TARGET CORP

10.10%

Shares86.1K

Event2026-03-31

Filed2026-05-26

IVT

INVENTRUST PPTYS CORP

-8.18%

Shares342.0K

Event2026-03-31

Filed2026-05-26

DUPONT DE NEMOURS INC

-1.10%

Shares227.4K

Event2026-03-31

Filed2026-05-26

AEP

AMERICAN ELECTRIC POWER CO. INC.

-3.98%

Shares79.4K

Event2026-03-31

Filed2026-05-26

NOC

NORTHROP GRUMMAN CORP

-5.47%

Shares15.2K

Event2026-03-31

Filed2026-05-26

NBIX

NEUROCRINE BIOSCIENCES INC

-3.82%

Shares78.6K

Event2026-03-31

Filed2026-05-26

FLEX

FLEXTRONICS INTERNATIONAL LTD

9.89%

Shares158.1K

Event2026-03-31

Filed2026-05-26

XLE

STATE STREET ENERGY SELECT SEC SPDR ETF

8.30%

Shares168.6K

Event2026-03-31

Filed2026-05-26

YETI

YETI HLDGS INC COM

-8.76%

Shares282.2K

Event2026-03-31

Filed2026-05-26

PYPL

PAYPAL HLDGS INC COM

-50.08%

Shares227.3K

Event2026-03-31

Filed2026-05-26

OCFC

OCEANFIRST FINANCIAL CORP

-8.55%

Shares567.9K

Event2026-03-31

Filed2026-05-26

IWV

ISHARES RUSSELL 3000 INDEX FUND

-2.56%

Shares27.4K

Event2026-03-31

Filed2026-05-26

EXTR

EXTREME NETWORKS INC

New

Shares671.7K

Event2026-03-31

Filed2026-05-26

HAYW

HAYWARD HLDGS INC COM

-10.55%

Shares756.7K

Event2026-03-31

Filed2026-05-26

ICUI

ICU MED INC COM

-11.24%

Shares78.4K

Event2026-03-31

Filed2026-05-26

EFSC

ENTERPRISE FINANCIAL SERVICE

New

Shares186.5K

Event2026-03-31

Filed2026-05-26

MPLX

MPLX LP

0.00%

Shares175.8K

Event2026-03-31

Filed2026-05-26

GENERAL DYNAMICS CORP.

-3.17%

Shares29.1K

Event2026-03-31

Filed2026-05-26

IJS

ISHARES S & P SMALLCAP 600/VAL

-0.04%

Shares83.2K

Event2026-03-31

Filed2026-05-26

CUBE

CUBESMART

0.22%

Shares268.3K

Event2026-03-31

Filed2026-05-26

CNMD

CONMED CORP COM

35.59%

Shares275.9K

Event2026-03-31

Filed2026-05-26

IWR

ISHARES RUSSELL MIDCAP INDEX

-0.70%

Shares100.3K

Event2026-03-31

Filed2026-05-26

TTD

TRADE DESK INC

984.70%

Shares429.0K

Event2026-03-31

Filed2026-05-26

EVR

EVERCORE PARTNERS INC CLASS A

-7.79%

Shares32.5K

Event2026-03-31

Filed2026-05-26

NVS

NOVARTIS AG ADR

15.96%

Shares63.1K

Event2026-03-31

Filed2026-05-26

NEO

NEOGENOMICS INC

-8.06%

Shares1.3M

Event2026-03-31

Filed2026-05-26

CSX

CSX CORP.

-1.78%

Shares233.3K

Event2026-03-31

Filed2026-05-26

DUKE ENERGY CORP

-9.73%

Shares73.1K

Event2026-03-31

Filed2026-05-26

HALO

HALOZYME THERAPEUTICS INC

22.40%

Shares146.7K

Event2026-03-31

Filed2026-05-26

KFY

KORN FERRY INTL COM NEW

-7.78%

Shares150.1K

Event2026-03-31

Filed2026-05-26

SPSC

SPS COMM INC COM

31.51%

Shares169.2K

Event2026-03-31

Filed2026-05-26

MPC

MARATHON PETROLEUM CORP

-4.48%

Shares38.5K

Event2026-03-31

Filed2026-05-26

NWSA

NEWS CORP NEW CL A

327.96%

Shares372.5K

Event2026-03-31

Filed2026-05-26

IART

INTEGRA LIFESCIENCES CORP

27.40%

Shares984.7K

Event2026-03-31

Filed2026-05-26

FRME

FIRST MERCHANTS CORP

-8.64%

Shares238.2K

Event2026-03-31

Filed2026-05-26

WKC

WORLD FUEL SVCS CORP COM

-8.42%

Shares399.4K

Event2026-03-31

Filed2026-05-26

EEFT

EURONET WORLDWIDE INC

-8.03%

Shares138.7K

Event2026-03-31

Filed2026-05-26

SLGN

SILGAN HOLDINGS INC

-8.54%

Shares236.3K

Event2026-03-31

Filed2026-05-26

WSC

WILLSCOT HLDGS CORP COM CL A

-11.93%

Shares522.1K

Event2026-03-31

Filed2026-05-26

ACAD

ACADIA PHARMACEUTICALS INC

-10.53%

Shares405.9K

Event2026-03-31

Filed2026-05-26

GPK

GRAPHIC PACKAGING HLDG CO COM

84.71%

Shares905.9K

Event2026-03-31

Filed2026-05-26

AMD

ADVANCED MICRO DEVICES INC.

3.66%

Shares44.2K

Event2026-03-31

Filed2026-05-26

HST

HOST HOTELS & RESORTS

822.36%

Shares467.6K

Event2026-03-31

Filed2026-05-26

SOUTHERN CO.

19.10%

Shares92.3K

Event2026-03-31

Filed2026-05-26

VXUS

VANGUARD TOTAL INTL STOCK ETF

14.07%

Shares115.0K

Event2026-03-31

Filed2026-05-26

ENR

ENERGIZER HLDGS INC NEW COM

-7.76%

Shares536.9K

Event2026-03-31

Filed2026-05-26

FIVN

FIVE9 INC COM

35.70%

Shares577.7K

Event2026-03-31

Filed2026-05-26

ACWV

ISHARES MSCI GLOBAL MIN VOL ETF

-16.82%

Shares72.9K

Event2026-03-31

Filed2026-05-26

NKE

NIKE INC CL B

-2.85%

Shares164.3K

Event2026-03-31

Filed2026-05-26

EFV

ISHARES MSCI EAFE VALUE INX

0.87%

Shares115.8K

Event2026-03-31

Filed2026-05-26

RLJ

RLJ LODGING TR COM

-8.17%

Shares1.2M

Event2026-03-31

Filed2026-05-26

MELI

MERCADOLIBRE INC

46.61%

Shares5.0K

Event2026-03-31

Filed2026-05-26

WASTE MANAGEMENT

1.75%

Shares37.3K

Event2026-03-31

Filed2026-05-26

IWO

ISHARES RUSSELL 2000 GROWTH INDEX FUND

1.15%

Shares27.3K

Event2026-03-31

Filed2026-05-26

DOX

AMDOCS LTD

-10.09%

Shares131.3K

Event2026-03-31

Filed2026-05-26

VRRM

VERRA MOBILITY CORP

-8.52%

Shares599.1K

Event2026-03-31

Filed2026-05-26

IDXX

IDEXX LABS INC.

-15.62%

Shares15.1K

Event2026-03-31

Filed2026-05-26

PDM

PIEDMONT OFFICE REALTY TR INCO

-8.44%

Shares1.3M

Event2026-03-31

Filed2026-05-26

ACWI

ISHARES MSCI ACWI INDEX FUND

9.10%

Shares60.9K

Event2026-03-31

Filed2026-05-26

VLTO

VERALTO CORP

1381.24%

Shares94.6K

Event2026-03-31

Filed2026-05-26

CSGP

COSTAR GROUP INC

168.75%

Shares207.0K

Event2026-03-31

Filed2026-05-26

FIS

FIDELITY NATIONAL INFORMATION SERVICES

0.89%

Shares177.2K

Event2026-03-31

Filed2026-05-26

RNR

RENAISSANCE RE HOLDINGS LTD

-2.29%

Shares27.9K

Event2026-03-31

Filed2026-05-26

SEAGATE TECHNOLOGY HLDNGS PLC ORD

-5.34%

Shares21.1K

Event2026-03-31

Filed2026-05-26

ASGN

ASGN INC

-7.69%

Shares209.8K

Event2026-03-31

Filed2026-05-26

PRGS

PROGRESS SOFTWARE CORP

15.37%

Shares312.3K

Event2026-03-31

Filed2026-05-26

SHEL

SHELL PLC

-37.76%

Shares85.7K

Event2026-03-31

Filed2026-05-26

BOEING CO.

5.74%

Shares39.9K

Event2026-03-31

Filed2026-05-26

EVEREST GROUP LTD

-3.84%

Shares24.3K

Event2026-03-31

Filed2026-05-26

LZB

LA Z BOY INC COM

-8.74%

Shares247.0K

Event2026-03-31

Filed2026-05-26

JBI

JANUS INTERNATIONAL GROUP INC

-8.45%

Shares1.5M

Event2026-03-31

Filed2026-05-26

FLO

FLOWERS FOODS INC COM

-7.66%

Shares968.0K

Event2026-03-31

Filed2026-05-26

JLL

JONES LANG LASALLE INC

449.69%

Shares25.7K

Event2026-03-31

Filed2026-05-26

BCC

Boise Cascade Co

-8.50%

Shares102.4K

Event2026-03-31

Filed2026-05-26

BSX

BOSTON SCIENTIFIC

12.57%

Shares121.6K

Event2026-03-31

Filed2026-05-26

AMT

AMERICAN TOWER CORP

-62.01%

Shares44.2K

Event2026-03-31

Filed2026-05-26

GROCERY OUTLET HLDG CORP COM

-7.86%

Shares1.1M

Event2026-03-31

Filed2026-05-26

VRTS

VIRTUS INVESTMENT PARTNERS

-7.11%

Shares56.0K

Event2026-03-31

Filed2026-05-26

CDNS

CADENCE DESIGN SYSTEM

-39.21%

Shares27.1K

Event2026-03-31

Filed2026-05-26

VEEV

VEEVA SYS INC CL A

2994.91%

Shares41.3K

Event2026-03-31

Filed2026-05-26

WDAY

WORKDAY INC CL A

-38.70%

Shares54.8K

Event2026-03-31

Filed2026-05-26

LHX

L3HARRIS TECHNOLOGIES INC

2.65%

Shares20.6K

Event2026-03-31

Filed2026-05-26

DVN

DEVON ENERGY CORP

75.71%

Shares140.2K

Event2026-03-31

Filed2026-05-26

IVW

ISHARES S&P 500 / BARRA GROWTH

-0.10%

Shares62.0K

Event2026-03-31

Filed2026-05-26

LAMR

LAMAR ADVERTISING CO NEW CL A

1987.29%

Shares55.0K

Event2026-03-31

Filed2026-05-26

GEHC

GE HEALTHCARE TECHNOLOGIES INC

279.41%

Shares97.8K

Event2026-03-31

Filed2026-05-26

KVUE

KENVUE INC

-11.69%

Shares401.7K

Event2026-03-31

Filed2026-05-26

ADI

ANALOG DEVICES INC.

3.56%

Shares21.7K

Event2026-03-31

Filed2026-05-26

DOMINION ENERGY INC

-5.80%

Shares111.0K

Event2026-03-31

Filed2026-05-26

HSY

HERSHEY FOODS CORP.

-1.23%

Shares32.9K

Event2026-03-31

Filed2026-05-26

TRGP

TARGA RESOURCES CORP

-17.42%

Shares26.9K

Event2026-03-31

Filed2026-05-26

EFG

ISHARES MSCI EAFE GROWTH INX

-10.45%

Shares59.8K

Event2026-03-31

Filed2026-05-26

VLO

VALERO ENERGY CORP

-0.39%

Shares25.7K

Event2026-03-31

Filed2026-05-26

AER

AERCAP HOLDINGS NV

-24.71%

Shares46.2K

Event2026-03-31

Filed2026-05-26

KHC

KRAFT HEINZ CO

-2.90%

Shares281.2K

Event2026-03-31

Filed2026-05-26

AWK

AMERICAN WATER WORKS CO INC

-4.10%

Shares46.0K

Event2026-03-31

Filed2026-05-26

FAST

FASTENAL CO.

-5.54%

Shares134.5K

Event2026-03-31

Filed2026-05-26

ALCOA CORP

-8.75%

Shares93.3K

Event2026-03-31

Filed2026-05-26

UBER

UBER TECHNOLOGIES INC

-4.25%

Shares84.8K

Event2026-03-31

Filed2026-05-26

MAR

MARRIOTT INTERNATIONAL CL A

0.86%

Shares18.6K

Event2026-03-31

Filed2026-05-26

VTHR

VANGUARD RUSSELL 3000

0.00%

Shares21.1K

Event2026-03-31

Filed2026-05-26

STT

STATE STREET CORP

-1.13%

Shares47.7K

Event2026-03-31

Filed2026-05-26

HLT

HILTON WORLDWIDE HOLDINGS

-32.47%

Shares19.6K

Event2026-03-31

Filed2026-05-26

URBN

URBAN OUTFITTERS

-21.19%

Shares94.2K

Event2026-03-31

Filed2026-05-26

GWW

W W GRAINGER INC

0.52%

Shares5.4K

Event2026-03-31

Filed2026-05-26

WWD

WOODWARD INC

-38.07%

Shares16.5K

Event2026-03-31

Filed2026-05-26

IWN

ISHARES RUSSELL 2000 VALUE

0.08%

Shares30.9K

Event2026-03-31

Filed2026-05-26

OKE

ONEOK INC

12.66%

Shares64.7K

Event2026-03-31

Filed2026-05-26

PAGERDUTY INC

35.67%

Shares937.5K

Event2026-03-31

Filed2026-05-26

LEN

LENNAR CORP.

-2.27%

Shares66.7K

Event2026-03-31

Filed2026-05-26

SNPS

SYNOPSIS INC.

-17.84%

Shares14.6K

Event2026-03-31

Filed2026-05-26

TOL

TOLL BROTHERS

-1.43%

Shares41.9K

Event2026-03-31

Filed2026-05-26

NRG

NRG ENERGY INC

1.28%

Shares38.7K

Event2026-03-31

Filed2026-05-26

GENPACT LIMITED SHS

41.45%

Shares151.2K

Event2026-03-31

Filed2026-05-26

XLI

STATE STREET INDUSTRIAL SELECT SEC SPDR

28.96%

Shares34.7K

Event2026-03-31

Filed2026-05-26

AJG

GALLAGHER ARTHUR J & CO

166.16%

Shares25.7K

Event2026-03-31

Filed2026-05-26

DXJ

WISDOMTREE JAPAN HEDGED EQUITY FD ETF

-6.12%

Shares34.8K

Event2026-03-31

Filed2026-05-26

PPL

PPL CORPORATION

-22.09%

Shares144.4K

Event2026-03-31

Filed2026-05-26

JCI

JOHNSON CONTROLS INTL PLC SHS

0.26%

Shares42.0K

Event2026-03-31

Filed2026-05-26

BLACKSTONE GROUP INC

2.45%

Shares47.4K

Event2026-03-31

Filed2026-05-26

VONV

VANGUARD RUSSELL 1000 VALUE ETF

11.73%

Shares58.1K

Event2026-03-31

Filed2026-05-26

INVESCO S&P 500 LOW VOLATILITY PORT

0.00%

Shares72.5K

Event2026-03-31

Filed2026-05-26

PEG

PUBLIC SERVICE ENTERPRISE GROUP INC.

39.41%

Shares64.8K

Event2026-03-31

Filed2026-05-26

DGRW

WISDOMTREE TR US QTLY D

2.43%

Shares58.9K

Event2026-03-31

Filed2026-05-26

PAA

PLAINS ALL AMERICAN PIPELINE LP

0.00%

Shares230.8K

Event2026-03-31

Filed2026-05-26

OVV

OVINTIV INC

-20.42%

Shares86.5K

Event2026-03-31

Filed2026-05-26

EFAV

ISHARES MSC EAFE MIN VOL ETF

-18.18%

Shares55.6K

Event2026-03-31

Filed2026-05-26

XEL

XCEL ENERGY INC

4.50%

Shares61.6K

Event2026-03-31

Filed2026-05-26

URI

UNITED RENTALS INC

7.02%

Shares6.7K

Event2026-03-31

Filed2026-05-26

NFG

NATIONAL FUEL GAS

-0.93%

Shares51.8K

Event2026-03-31

Filed2026-05-26

WEC ENERGY GROUP

-3.02%

Shares41.9K

Event2026-03-31

Filed2026-05-26

NVO

NOVO-NORDISK A/S

-18.27%

Shares131.4K

Event2026-03-31

Filed2026-05-26

AFL

AFLAC CORP

-0.20%

Shares43.9K

Event2026-03-31

Filed2026-05-26

UTHR

UNITED THERAPEUTICS CORP

-0.47%

Shares8.1K

Event2026-03-31

Filed2026-05-26

ROK

ROCKWELL AUTOMATION INC

-1.26%

Shares13.3K

Event2026-03-31

Filed2026-05-26

VANGUARD LARGE - CAP ETF

-0.13%

Shares16.0K

Event2026-03-31

Filed2026-05-26

PHM

PULTE CORP

0.69%

Shares40.4K

Event2026-03-31

Filed2026-05-26

KMI

KINDER MORGAN INC

1.95%

Shares140.8K

Event2026-03-31

Filed2026-05-26

MCO

MOODY'S CORPORATION

0.22%

Shares10.7K

Event2026-03-31

Filed2026-05-26

PNR

PENTAIR PLC

-27.14%

Shares53.8K

Event2026-03-31

Filed2026-05-26

CINF

CINCINNATI FINANCIAL CORP

-6.86%

Shares29.2K

Event2026-03-31

Filed2026-05-26

DBX

DROPBOX INC

-67.33%

Shares202.1K

Event2026-03-31

Filed2026-05-26

CNP

CENTERPOINT ENERGY INC

-4.92%

Shares106.0K

Event2026-03-31

Filed2026-05-26

SRE

SEMPRA ENERGY

1.71%

Shares45.7K

Event2026-03-31

Filed2026-05-26

ENB

ENBRIDGE INC

-1.24%

Shares81.9K

Event2026-03-31

Filed2026-05-26

MCHP

MICROCHIP TECHNOLOGY INC.

-2.04%

Shares68.0K

Event2026-03-31

Filed2026-05-26

INVESCO RAFI DEVELOPED MKT EX-U.S. ETF

0.00%

Shares62.8K

Event2026-03-31

Filed2026-05-26

AIG

AMERICAN INTERNATIONAL GROUP INC.

-54.17%

Shares57.4K

Event2026-03-31

Filed2026-05-26

KMB

KIMBERLY CLARK CORP.

-0.98%

Shares44.2K

Event2026-03-31

Filed2026-05-26

XLV

STATE STREET HEALTH CARE SELECT SEC SPDR

5.41%

Shares29.0K

Event2026-03-31

Filed2026-05-26

ORLY

O'REILLY AUTOMOTIVE INC

0.51%

Shares45.9K

Event2026-03-31

Filed2026-05-26

VXF

VANGUARD EXTENDED MARKET ETF

2.14%

Shares20.5K

Event2026-03-31

Filed2026-05-26

CIEN

CIENA CORP

-52.03%

Shares10.8K

Event2026-03-31

Filed2026-05-26

INSP

INSPIRE MED SYS INC

-0.60%

Shares81.5K

Event2026-03-31

Filed2026-05-26

BRX

BRIXMOR PPTY GROUP INC

-6.48%

Shares145.6K

Event2026-03-31

Filed2026-05-26

CEG

CONSTELLATION ENERGY CORP

6.57%

Shares14.7K

Event2026-03-31

Filed2026-05-26

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA

7.87%

Shares52.3K

Event2026-03-31

Filed2026-05-26

ELECTRONIC ARTS

1.11%

Shares20.0K

Event2026-03-31

Filed2026-05-26

IBB

ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND

4.77%

Shares24.0K

Event2026-03-31

Filed2026-05-26

LUV

SOUTHWEST AIRLINES

1.49%

Shares107.6K

Event2026-03-31

Filed2026-05-26

IWS

ISHARES RUSSELL MIDCAP VALUE

-3.66%

Shares27.7K

Event2026-03-31

Filed2026-05-26

SYY

SYSCO CORP

-0.97%

Shares56.4K

Event2026-03-31

Filed2026-05-26

NYT

NEW YORK TIMES CO

8.49%

Shares48.0K

Event2026-03-31

Filed2026-05-26

BP PLC SPONS ADR

140.12%

Shares85.5K

Event2026-03-31

Filed2026-05-26

HUBBELL INC

1.07%

Shares8.1K

Event2026-03-31

Filed2026-05-26

XLY

STATE STREET CONSUMER DISCRETIONARY SPDR

-8.10%

Shares36.6K

Event2026-03-31

Filed2026-05-26

CARR

CARRIER GLOBAL CORPORATION COM

-0.15%

Shares70.1K

Event2026-03-31

Filed2026-05-26

ONTO

ONTO INNOVATION INC

-37.64%

Shares19.0K

Event2026-03-31

Filed2026-05-26

ATO

ATMOS ENERGY CORP

1.60%

Shares20.9K

Event2026-03-31

Filed2026-05-26

LNG

CHENIERE ENERGY INC

-8.02%

Shares13.6K

Event2026-03-31

Filed2026-05-26

CTAS

CINTAS CORP

2.05%

Shares22.4K

Event2026-03-31

Filed2026-05-26

ESTEE LAUDER COMPANIES CL A

-4.22%

Shares52.6K

Event2026-03-31

Filed2026-05-26

SCZ

ISHARES MSCI EAFE SMALL CAP

0.03%

Shares48.1K

Event2026-03-31

Filed2026-05-26

CMS

CMS ENERGY CORP

13.35%

Shares47.4K

Event2026-03-31

Filed2026-05-26

ECL

ECOLAB INC.

-0.19%

Shares13.8K

Event2026-03-31

Filed2026-05-26

TMUS

T-MOBILE US INC

5.93%

Shares17.5K

Event2026-03-31

Filed2026-05-26

HUM

HUMANA INC.

-14.99%

Shares21.0K

Event2026-03-31

Filed2026-05-26

WTRG

ESSENTIAL UTILS INC

-0.79%

Shares90.1K

Event2026-03-31

Filed2026-05-26

ETR

ENTERGY CORP. NEW

-5.45%

Shares32.2K

Event2026-03-31

Filed2026-05-26

DOV

DOVER CORP COM

23.36%

Shares17.3K

Event2026-03-31

Filed2026-05-26

WES

WESTERN MIDSTREAM PARTNERS LP

0.00%

Shares85.5K

Event2026-03-31

Filed2026-05-26

OXY

OCCIDENTAL PETROLEUM CORP

328.03%

Shares51.8K

Event2026-03-31

Filed2026-05-26

DELL

DELL TECHNOLOGIES INC CL C

-22.63%

Shares20.5K

Event2026-03-31

Filed2026-05-26

HIG

THE HARTFORD INSURANCE GROUP, INC

-0.87%

Shares24.6K

Event2026-03-31

Filed2026-05-26

DTM

DT MIDSTREAM INC

0.36%

Shares24.7K

Event2026-03-31

Filed2026-05-26

IWP

ISHARES RUSSELL MIDCAP GRWTH

-0.20%

Shares25.3K

Event2026-03-31

Filed2026-05-26

INGERSOLL RAND INC

1.27%

Shares40.2K

Event2026-03-31

Filed2026-05-26

Call Option Holdings

SPY Call CallCALL ON SPY 12/18/26 @ 68018.8K sharesnew addition2026-03-312026-05-26

SPY Call

CALL ON SPY 12/18/26 @ 680

New

Shares18.8K

Event2026-03-31

Filed2026-05-26

Put Option Holdings

JNJ Put PutPUT ON JNJ 4/17/26 @ 18040.0K sharesnew addition2026-03-312026-05-26

AAPL Put PutPUT ON AAPL 1/15/27 @ 1957.4K sharesnew addition2026-03-312026-05-26

NVDA Put PutPUT ON NVDA 9/18/26 @ 14010.0K sharesnew addition2026-03-312026-05-26

CVX Put PutPUT ON CVX 12/18/26 @ 1052.6K sharesnew addition2026-03-312026-05-26

XOM Put PutPUT ON XOM 12/18/26 @ 852.9K sharesnew addition2026-03-312026-05-26

JNJ Put

PUT ON JNJ 4/17/26 @ 180

New

Shares40.0K

Event2026-03-31

Filed2026-05-26

AAPL Put

PUT ON AAPL 1/15/27 @ 195

New

Shares7.4K

Event2026-03-31

Filed2026-05-26

NVDA Put

PUT ON NVDA 9/18/26 @ 140

New

Shares10.0K

Event2026-03-31

Filed2026-05-26

CVX Put

PUT ON CVX 12/18/26 @ 105

New

Shares2.6K

Event2026-03-31

Filed2026-05-26

XOM Put

PUT ON XOM 12/18/26 @ 85

New

Shares2.9K

Event2026-03-31

Filed2026-05-26