Sponsored

The Analysis of Granite Harbor Advisors, Inc.'s Holdings & P&L

Currently, Granite Harbor Advisors, Inc. holds 132 types of securities in its portfolio with a total value $252.9M. In the most recent quarter, they have increased their positions in MUB (+24.4K shares, valued at $2.6M), IWF (+18.0K shares, valued at $2.2M), DFAS (+23.6K shares, valued at $1.9M); decreased their positions in GOOGL (-2.4K shares, valued at $843.4K), N/A (-1.0K shares, valued at $756.4K), QQQ (-845 shares, valued at $622.3K); initiated new positions in N/A (+3.4K shares, valued at $758.6K), N/A (+3.4K shares, valued at $749.0K), N/A (+3.7K shares, valued at $628.4K).

1M P&L

-1.6M-0.77%

3M P&L

+7.1M+3.65%

HY P&L

+7.1M+3.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A127.5M

62.1%

2Semiconductors11.5M

5.6%

3Consumer Electronics10.4M

5.1%

Top Industries by Stock Count

1N/A52 stocks

48.1%

2Drug Manufacturers - General6 stocks

5.6%

3Banks - Diversified3 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR32.8K shares-2.51%2026-06-302026-07-31

ISHARES TR ISHARES TR156.2K shares1.90%2026-06-302026-07-31

DFAS DIMENSIONAL ETF TRUST159.3K shares17.44%2026-06-302026-07-31

NVDA NVIDIA CORPORATION53.3K shares-1.07%2026-06-302026-07-31

AAPL APPLE INC35.9K shares-2.75%2026-06-302026-07-31

ISHARES TR ISHARES TR13.8K shares-6.83%2026-06-302026-07-31

MUB ISHARES TR90.4K shares36.91%2026-06-302026-07-31

GOOGL ALPHABET INC26.2K shares-8.26%2026-06-302026-07-31

Sponsored

XLF SELECT SECTOR SPDR TR124.8K shares0.34%2026-06-302026-07-31

XLV SELECT SECTOR SPDR TR41.3K shares2.28%2026-06-302026-07-31

XLY SELECT SECTOR SPDR TR53.7K shares0.42%2026-06-302026-07-31

AMZN AMAZON COM INC26.2K shares-0.85%2026-06-302026-07-31

BIV VANGUARD BD INDEX FDS75.1K shares3.22%2026-06-302026-07-31

XLI SELECT SECTOR SPDR TR29.5K shares-1.70%2026-06-302026-07-31

MSFT MICROSOFT CORP13.8K shares-1.77%2026-06-302026-07-31

ITM VANECK ETF TRUST85.9K shares27.72%2026-06-302026-07-31

Sponsored

VWO VANGUARD INTL EQUITY INDEX F66.7K shares0.10%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC6.8K shares1.09%2026-06-302026-07-31

XLP SELECT SECTOR SPDR TR40.3K shares1.95%2026-06-302026-07-31

IWF ISHARES TR24.7K shares266.64%2026-06-302026-07-31

BAC BANK OF AMER CORP53.8K shares-2.36%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON11.0K shares-0.60%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL5.3K shares3.16%2026-06-302026-07-31

LLY ELI LILLY & CO2.1K shares-0.42%2026-06-302026-07-31

Sponsored

APH AMPHENOL CORP14.0K shares-9.11%2026-06-302026-07-31

IWD ISHARES TR9.7K shares-6.06%2026-06-302026-07-31

XLE SELECT SECTOR SPDR TR41.3K shares-2.10%2026-06-302026-07-31

HYGV FLEXSHARES TR54.0K shares-0.80%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO6.4K shares-0.06%2026-06-302026-07-31

IBDS ISHARES TR81.5K shares-4.29%2026-06-302026-07-31

IBMP ISHARES TR76.4K shares12.55%2026-06-302026-07-31

ELV ELEVANCE HEALTH INC FORMERLY4.9K shares0.95%2026-06-302026-07-31

Sponsored

IBMQ ISHARES TR72.1K shares13.32%2026-06-302026-07-31

IBMR ISHARES TR70.1K shares14.81%2026-06-302026-07-31

IBMO ISHARES TR67.3K shares0.00%2026-06-302026-07-31

BROADCOM INC BROADCOM INC4.5K shares-3.46%2026-06-302026-07-31

HD HOME DEPOT INC4.6K shares6.10%2026-06-302026-07-31

EFA ISHARES TR15.4K shares-4.28%2026-06-302026-07-31

GUNR FLEXSHARES TR28.2K shares0.00%2026-06-302026-07-31

WMT WALMART INC12.3K shares-0.44%2026-06-302026-07-31

Sponsored

XLB SELECT SECTOR SPDR TR25.7K shares0.56%2026-06-302026-07-31

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR28.6K shares1.21%2026-06-302026-07-31

NEXTERA ENERGY INC NEXTERA ENERGY INC14.4K shares0.47%2026-06-302026-07-31

VISA INC VISA INC3.6K shares5.43%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC9.5K shares-13.75%2026-06-302026-07-31

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.1K shares3.99%2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.5K shares-3.66%2026-06-302026-07-31

EMR EMERSON ELEC CO6.6K shares-0.52%2026-06-302026-07-31

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP6.8K shares2.90%2026-06-302026-07-31

IBMS ISHARES TR35.3K shares67.21%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.2K shares0.00%2026-06-302026-07-31

IBDU ISHARES TR38.9K shares1.06%2026-06-302026-07-31

IBDT ISHARES TR35.5K shares-17.85%2026-06-302026-07-31

INTC INTEL CORP6.3K shares-9.55%2026-06-302026-07-31

IBDV ISHARES TR39.7K shares1.10%2026-06-302026-07-31

IBDR ISHARES TR35.6K shares-13.43%2026-06-302026-07-31

Sponsored

ACWV ISHARES INC7.0K shares0.00%2026-06-302026-07-31

PG PROCTER & GAMBLE CO5.6K shares11.63%2026-06-302026-07-31

ABBVIE INC ABBVIE INC3.1K shares3.95%2026-06-302026-07-31

GOOG ALPHABET INC2.2K shares-0.14%2026-06-302026-07-31

MRK MERCK & CO INC5.9K shares4.52%2026-06-302026-07-31

HONEYWELL INTL INC HONEYWELL INTL INC3.4K sharesnew addition2026-06-302026-07-31

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.4K sharesnew addition2026-06-302026-07-31

KO COCA COLA CO8.6K shares3.81%2026-06-302026-07-31

Sponsored

MCD MCDONALDS CORP2.5K shares5.74%2026-06-302026-07-31

TDTT FLEXSHARES TR26.9K shares-8.96%2026-06-302026-07-31

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION688 shares3.46%2026-06-302026-07-31

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.7K sharesnew addition2026-06-302026-07-31

IBTH ISHARES TR27.9K shares-31.66%2026-06-302026-07-31

IBTI ISHARES TR28.2K shares-31.66%2026-06-302026-07-31

IBTJ ISHARES TR28.8K shares-34.09%2026-06-302026-07-31

CVX CHEVRON CORPORATION3.7K shares1.18%2026-06-302026-07-31

Sponsored

VB VANGUARD INDEX FDS2.0K shares-1.00%2026-06-302026-07-31

VIG VANGUARD SPECIALIZED FUNDS2.5K shares0.24%2026-06-302026-07-31

CAT CATERPILLAR INC561 shares-7.58%2026-06-302026-07-31

IBTG ISHARES TR24.1K shares-35.18%2026-06-302026-07-31

IWP ISHARES TR3.6K shares-14.29%2026-06-302026-07-31

SLV ISHARES SILVER TR9.7K shares-25.57%2026-06-302026-07-31

LIN LINDE PLC994 shares3.54%2026-06-302026-07-31

PFE PFIZER INC21.4K shares10.44%2026-06-302026-07-31

Sponsored

VO VANGUARD INDEX FDS6.1K shares299.54%2026-06-302026-07-31

IBTK ISHARES TR24.8K shares-39.99%2026-06-302026-07-31

TMO THERMO FISHER SCIENTIFIC INC928 shares9.43%2026-06-302026-07-31

PEP PEPSICO INC3.4K shares8.81%2026-06-302026-07-31

GE GE AEROSPACE1.2K shares-3.56%2026-06-302026-07-31

IWO ISHARES TR1.1K shares-14.31%2026-06-302026-07-31

EOG EOG RES INC3.3K shares1.52%2026-06-302026-07-31

DE DEERE & CO668 shares-0.45%2026-06-302026-07-31

Sponsored

IWS ISHARES TR2.6K shares-14.27%2026-06-302026-07-31

IBTL ISHARES TR20.6K shares0.00%2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION2.2K shares4.04%2026-06-302026-07-31

EW EDWARDS LIFESCIENCES CORP4.5K shares-0.64%2026-06-302026-07-31

GS GOLDMAN SACHS GROUP INC381 shares-5.46%2026-06-302026-07-31

MS MORGAN STANLEY1.8K shares-4.42%2026-06-302026-07-31

AME AMETEK INC1.6K shares0.00%2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS INC8.8K shares5.82%2026-06-302026-07-31

Sponsored

ORACLE CORP ORACLE CORP2.5K shares0.32%2026-06-302026-07-31

TSLA TESLA INC866 shares-1.37%2026-06-302026-07-31

UNP UNION PAC CORP1.3K shares5.62%2026-06-302026-07-31

MDY STATE STR SPDR S&P MIDCAP 40479 shares0.00%2026-06-302026-07-31

WFC WELLS FARGO & CO3.9K shares-0.41%2026-06-302026-07-31

BLK BLACKROCK INC333 shares13.65%2026-06-302026-07-31

VLO VALERO ENERGY CORP1.2K shares-0.51%2026-06-302026-07-31

LOW LOWES COS INC1.4K shares6.22%2026-06-302026-07-31

Sponsored

AXP AMERICAN EXPRESS CO873 shares0.92%2026-06-302026-07-31

AMGN AMGEN INC751 shares4.02%2026-06-302026-07-31

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F4.3K shares2.96%2026-06-302026-07-31

ADOBE INC ADOBE INC1.3K shares9.94%2026-06-302026-07-31

IBDX ISHARES TR9.8K shares0.00%2026-06-302026-07-31

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC1.8K shares5.50%2026-06-302026-07-31

DHR DANAHER CORP DEL1.3K shares11.91%2026-06-302026-07-31

IBDW ISHARES TR11.5K shares0.00%2026-06-302026-07-31

Sponsored

C CITIGROUP INC1.7K shares-6.71%2026-06-302026-07-31

COP CONOCOPHILLIPS2.3K shares6.84%2026-06-302026-07-31

XLG INVESCO EXCHANGE TRADED FD T3.9K shares0.21%2026-06-302026-07-31

CMCSA COMCAST CORP NEW9.5K shares21.63%2026-06-302026-07-31

CVS CVS HEALTH CORP2.3K sharesnew addition2026-06-302026-07-31

IOO ISHARES TR1.7K sharesnew addition2026-06-302026-07-31

NKE NIKE INC5.6K shares10.20%2026-06-302026-07-31

SCZ ISHARES TR2.8K shares0.00%2026-06-302026-07-31

Sponsored

CHUBB LIMITED CHUBB LIMITED661 shares3.28%2026-06-302026-07-31

BMY BRISTOL-MYERS SQUIBB CO3.9K shares5.91%2026-06-302026-07-31

IWM ISHARES TR731 sharesnew addition2026-06-302026-07-31

DUK DUKE ENERGY CORP NEW1.7K shares4.96%2026-06-302026-07-31

HSY HERSHEY CO1.2K shares-7.49%2026-06-302026-07-31

ABT ABBOTT LABORATORIES2.4K shares0.72%2026-06-302026-07-31

CRM SALESFORCE INC1.4K shares10.16%2026-06-302026-07-31

UPS UNITED PARCEL SVCS INC2.0K sharesnew addition2026-06-302026-07-31

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T1.2K sharesnew addition2026-06-302026-07-31

PLD PROLOGIS INC.1.5K sharesnew addition2026-06-302026-07-31

NFRA FLEXSHARES TR3.2K shares0.00%2026-06-302026-07-31

SCHW SCHWAB CHARLES CORP2.2K shares0.36%2026-06-302026-07-31

QQQ

INVESCO QQQ TR

-2.51%

Shares32.8K

Event2026-06-30

Filed2026-07-31

ISHARES TR

1.90%

Shares156.2K

Event2026-06-30

Filed2026-07-31

DFAS

DIMENSIONAL ETF TRUST

17.44%

Shares159.3K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

-1.07%

Shares53.3K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

-2.75%

Shares35.9K

Event2026-06-30

Filed2026-07-31

ISHARES TR

-6.83%

Shares13.8K

Event2026-06-30

Filed2026-07-31

MUB

ISHARES TR

36.91%

Shares90.4K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

-8.26%

Shares26.2K

Event2026-06-30

Filed2026-07-31

XLF

SELECT SECTOR SPDR TR

0.34%

Shares124.8K

Event2026-06-30

Filed2026-07-31

XLV

SELECT SECTOR SPDR TR

2.28%

Shares41.3K

Event2026-06-30

Filed2026-07-31

XLY

SELECT SECTOR SPDR TR

0.42%

Shares53.7K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

-0.85%

Shares26.2K

Event2026-06-30

Filed2026-07-31

BIV

VANGUARD BD INDEX FDS

3.22%

Shares75.1K

Event2026-06-30

Filed2026-07-31

XLI

SELECT SECTOR SPDR TR

-1.70%

Shares29.5K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

-1.77%

Shares13.8K

Event2026-06-30

Filed2026-07-31

ITM

VANECK ETF TRUST

27.72%

Shares85.9K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD INTL EQUITY INDEX F

0.10%

Shares66.7K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

1.09%

Shares6.8K

Event2026-06-30

Filed2026-07-31

XLP

SELECT SECTOR SPDR TR

1.95%

Shares40.3K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

266.64%

Shares24.7K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

-2.36%

Shares53.8K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

-0.60%

Shares11.0K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.16%

Shares5.3K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

-0.42%

Shares2.1K

Event2026-06-30

Filed2026-07-31

APH

AMPHENOL CORP

-9.11%

Shares14.0K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES TR

-6.06%

Shares9.7K

Event2026-06-30

Filed2026-07-31

XLE

SELECT SECTOR SPDR TR

-2.10%

Shares41.3K

Event2026-06-30

Filed2026-07-31

HYGV

FLEXSHARES TR

-0.80%

Shares54.0K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

-0.06%

Shares6.4K

Event2026-06-30

Filed2026-07-31

IBDS

ISHARES TR

-4.29%

Shares81.5K

Event2026-06-30

Filed2026-07-31

IBMP

ISHARES TR

12.55%

Shares76.4K

Event2026-06-30

Filed2026-07-31

ELV

ELEVANCE HEALTH INC FORMERLY

0.95%

Shares4.9K

Event2026-06-30

Filed2026-07-31

IBMQ

ISHARES TR

13.32%

Shares72.1K

Event2026-06-30

Filed2026-07-31

IBMR

ISHARES TR

14.81%

Shares70.1K

Event2026-06-30

Filed2026-07-31

IBMO

ISHARES TR

0.00%

Shares67.3K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

-3.46%

Shares4.5K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

6.10%

Shares4.6K

Event2026-06-30

Filed2026-07-31

EFA

ISHARES TR

-4.28%

Shares15.4K

Event2026-06-30

Filed2026-07-31

GUNR

FLEXSHARES TR

0.00%

Shares28.2K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

-0.44%

Shares12.3K

Event2026-06-30

Filed2026-07-31

XLB

SELECT SECTOR SPDR TR

0.56%

Shares25.7K

Event2026-06-30

Filed2026-07-31

SELECT SECTOR SPDR TR

1.21%

Shares28.6K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

0.47%

Shares14.4K

Event2026-06-30

Filed2026-07-31

VISA INC

5.43%

Shares3.6K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

-13.75%

Shares9.5K

Event2026-06-30

Filed2026-07-31

MASTERCARD INCORPORATED

3.99%

Shares2.1K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

-3.66%

Shares2.5K

Event2026-06-30

Filed2026-07-31

EMR

EMERSON ELEC CO

-0.52%

Shares6.6K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

2.90%

Shares6.8K

Event2026-06-30

Filed2026-07-31

IBMS

ISHARES TR

67.21%

Shares35.3K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-31

IBDU

ISHARES TR

1.06%

Shares38.9K

Event2026-06-30

Filed2026-07-31

IBDT

ISHARES TR

-17.85%

Shares35.5K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

-9.55%

Shares6.3K

Event2026-06-30

Filed2026-07-31

IBDV

ISHARES TR

1.10%

Shares39.7K

Event2026-06-30

Filed2026-07-31

IBDR

ISHARES TR

-13.43%

Shares35.6K

Event2026-06-30

Filed2026-07-31

ACWV

ISHARES INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

11.63%

Shares5.6K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

3.95%

Shares3.1K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

-0.14%

Shares2.2K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

4.52%

Shares5.9K

Event2026-06-30

Filed2026-07-31

HONEYWELL INTL INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-31

HONEYWELL AEROSPACE INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

3.81%

Shares8.6K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

5.74%

Shares2.5K

Event2026-06-30

Filed2026-07-31

TDTT

FLEXSHARES TR

-8.96%

Shares26.9K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

3.46%

Shares688

Event2026-06-30

Filed2026-07-31

SPACE EXPLORATION TECHN CORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-31

IBTH

ISHARES TR

-31.66%

Shares27.9K

Event2026-06-30

Filed2026-07-31

IBTI

ISHARES TR

-31.66%

Shares28.2K

Event2026-06-30

Filed2026-07-31

IBTJ

ISHARES TR

-34.09%

Shares28.8K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

1.18%

Shares3.7K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

-1.00%

Shares2.0K

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

0.24%

Shares2.5K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

-7.58%

Shares561

Event2026-06-30

Filed2026-07-31

IBTG

ISHARES TR

-35.18%

Shares24.1K

Event2026-06-30

Filed2026-07-31

IWP

ISHARES TR

-14.29%

Shares3.6K

Event2026-06-30

Filed2026-07-31

SLV

ISHARES SILVER TR

-25.57%

Shares9.7K

Event2026-06-30

Filed2026-07-31

LIN

LINDE PLC

3.54%

Shares994

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

10.44%

Shares21.4K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

299.54%

Shares6.1K

Event2026-06-30

Filed2026-07-31

IBTK

ISHARES TR

-39.99%

Shares24.8K

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER SCIENTIFIC INC

9.43%

Shares928

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

8.81%

Shares3.4K

Event2026-06-30

Filed2026-07-31

GE AEROSPACE

-3.56%

Shares1.2K

Event2026-06-30

Filed2026-07-31

IWO

ISHARES TR

-14.31%

Shares1.1K

Event2026-06-30

Filed2026-07-31

EOG

EOG RES INC

1.52%

Shares3.3K

Event2026-06-30

Filed2026-07-31

DEERE & CO

-0.45%

Shares668

Event2026-06-30

Filed2026-07-31

IWS

ISHARES TR

-14.27%

Shares2.6K

Event2026-06-30

Filed2026-07-31

IBTL

ISHARES TR

0.00%

Shares20.6K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

4.04%

Shares2.2K

Event2026-06-30

Filed2026-07-31

EDWARDS LIFESCIENCES CORP

-0.64%

Shares4.5K

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

-5.46%

Shares381

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

-4.42%

Shares1.8K

Event2026-06-30

Filed2026-07-31

AME

AMETEK INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

5.82%

Shares8.8K

Event2026-06-30

Filed2026-07-31

ORACLE CORP

0.32%

Shares2.5K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

-1.37%

Shares866

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

5.62%

Shares1.3K

Event2026-06-30

Filed2026-07-31

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares479

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO & CO

-0.41%

Shares3.9K

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK INC

13.65%

Shares333

Event2026-06-30

Filed2026-07-31

VLO

VALERO ENERGY CORP

-0.51%

Shares1.2K

Event2026-06-30

Filed2026-07-31

LOW

LOWES COS INC

6.22%

Shares1.4K

Event2026-06-30

Filed2026-07-31

AXP

AMERICAN EXPRESS CO

0.92%

Shares873

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

4.02%

Shares751

Event2026-06-30

Filed2026-07-31

J P MORGAN EXCHANGE TRADED F

2.96%

Shares4.3K

Event2026-06-30

Filed2026-07-31

ADOBE INC

9.94%

Shares1.3K

Event2026-06-30

Filed2026-07-31

IBDX

ISHARES TR

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-31

CONSTELLATION BRANDS INC

5.50%

Shares1.8K

Event2026-06-30

Filed2026-07-31

DHR

DANAHER CORP DEL

11.91%

Shares1.3K

Event2026-06-30

Filed2026-07-31

IBDW

ISHARES TR

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-31

CITIGROUP INC

-6.71%

Shares1.7K

Event2026-06-30

Filed2026-07-31

COP

CONOCOPHILLIPS

6.84%

Shares2.3K

Event2026-06-30

Filed2026-07-31

XLG

INVESCO EXCHANGE TRADED FD T

0.21%

Shares3.9K

Event2026-06-30

Filed2026-07-31

CMCSA

COMCAST CORP NEW

21.63%

Shares9.5K

Event2026-06-30

Filed2026-07-31

CVS

CVS HEALTH CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-31

IOO

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-31

NKE

NIKE INC

10.20%

Shares5.6K

Event2026-06-30

Filed2026-07-31

SCZ

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-31

CHUBB LIMITED

3.28%

Shares661

Event2026-06-30

Filed2026-07-31

BMY

BRISTOL-MYERS SQUIBB CO

5.91%

Shares3.9K

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

New

Shares731

Event2026-06-30

Filed2026-07-31

DUK

DUKE ENERGY CORP NEW

4.96%

Shares1.7K

Event2026-06-30

Filed2026-07-31

HSY

HERSHEY CO

-7.49%

Shares1.2K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

0.72%

Shares2.4K

Event2026-06-30

Filed2026-07-31

CRM

SALESFORCE INC

10.16%

Shares1.4K

Event2026-06-30

Filed2026-07-31

UPS

UNITED PARCEL SVCS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-31

XMMO

INVESCO EXCHANGE TRADED FD T

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

PLD

PROLOGIS INC.

New

Shares1.5K

Event2026-06-30

Filed2026-07-31

NFRA

FLEXSHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-31

SCHW

SCHWAB CHARLES CORP

0.36%

Shares2.2K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available