Sponsored

The Analysis of Great Diamond Partners, LLC's Holdings & P&L

Currently, Great Diamond Partners, LLC holds 238 types of securities in its portfolio with a total value $581.8M. In the most recent quarter, they have increased their positions in KLAC (+26.9K shares, valued at $8.1M), VUG (+81.6K shares, valued at $7.0M), IBDU (+168.7K shares, valued at $3.9M); decreased their positions in IBDR (-125.6K shares, valued at $3.0M), TDIV (-17.1K shares, valued at $2.0M), LVS (-33.6K shares, valued at $1.5M); initiated new positions in AIRR (+23.3K shares, valued at $3.1M), XBI (+19.3K shares, valued at $3.1M), AIQ (+46.4K shares, valued at $3.0M).

1M P&L

-2.7M-0.58%

3M P&L

-38.4M-7.69%

HY P&L

-41.1M-8.18%

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/A256.1M

54.2%

2Semiconductors15.2M

3.2%

3Software - Infrastructure12.1M

2.6%

Top Industries by Stock Count

1N/A82 stocks

39.8%

2Semiconductors8 stocks

3.9%

3Software - Application7 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS88.0K shares2.02%2026-06-302026-07-17

IWV ISHARES TR72.2K shares0.12%2026-06-302026-07-17

ISHARES TR ISHARES TR284.1K shares0.61%2026-06-302026-07-17

VXF VANGUARD INDEX FDS61.7K shares0.32%2026-06-302026-07-17

AVEM AMERICAN CENTY ETF TR133.5K shares1.11%2026-06-302026-07-17

AGGH SIMPLIFY EXCHANGE TRADED FUN603.6K shares6.08%2026-06-302026-07-17

PG PROCTER & GAMBLE CO78.8K shares0.01%2026-06-302026-07-17

DFAI DIMENSIONAL ETF TRUST272.4K shares1.97%2026-06-302026-07-17

Sponsored

MSFT MICROSOFT CORP27.6K shares-3.13%2026-06-302026-07-17

KLAC KLA CORP29.9K shares892.27%2026-06-302026-07-17

PYLD PIMCO ETF TR321.7K shares5.62%2026-06-302026-07-17

VUG VANGUARD INDEX FDS98.0K shares498.96%2026-06-302026-07-17

HGER HARBOR ETF TRUST284.6K shares0.86%2026-06-302026-07-17

DYNF BLACKROCK ETF TRUST121.9K shares0.85%2026-06-302026-07-17

AGZ ISHARES TR74.3K shares3.97%2026-06-302026-07-17

AAPL APPLE INC27.7K shares-2.05%2026-06-302026-07-17

Sponsored

IBDS ISHARES TR323.7K shares90.32%2026-06-302026-07-17

IDEXX LABS INC IDEXX LABS INC14.3K shares-0.25%2026-06-302026-07-17

GLW CORNING INC29.0K shares-10.66%2026-06-302026-07-17

IJH ISHARES TR92.9K shares0.94%2026-06-302026-07-17

BROADCOM INC BROADCOM INC18.9K shares-9.32%2026-06-302026-07-17

NVDA NVIDIA CORPORATION35.7K shares-3.02%2026-06-302026-07-17

IEI ISHARES TR60.6K shares4.88%2026-06-302026-07-17

RSP INVESCO EXCHANGE TRADED FD T31.3K shares3.06%2026-06-302026-07-17

Sponsored

GOOGL ALPHABET INC18.2K shares-0.94%2026-06-302026-07-17

GOOG ALPHABET INC15.7K shares0.01%2026-06-302026-07-17

IBDU ISHARES TR235.6K shares252.26%2026-06-302026-07-17

WSM WILLIAMS SONOMA INC22.6K shares0.92%2026-06-302026-07-17

TSM TAIWAN SEMICONDUCTOR MANUFAC10.3K shares-3.49%2026-06-302026-07-17

WASTE MGMT INC DEL WASTE MGMT INC DEL21.5K shares1.26%2026-06-302026-07-17

CAH CARDINAL HEALTH INC19.6K shares1.34%2026-06-302026-07-17

CAT CATERPILLAR INC4.3K shares-0.60%2026-06-302026-07-17

Sponsored

WELL WELLTOWER INC19.9K shares0.37%2026-06-302026-07-17

LLY ELI LILLY & CO3.8K shares-0.42%2026-06-302026-07-17

BK BANK OF NY MELLON CORP29.0K shares1.68%2026-06-302026-07-17

IBDT ISHARES TR162.0K shares-26.61%2026-06-302026-07-17

PH PARKER-HANNIFIN CORP4.1K shares2.34%2026-06-302026-07-17

AMZN AMAZON COM INC16.3K shares-1.73%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO11.6K shares0.35%2026-06-302026-07-17

AMGN AMGEN INC10.3K shares-0.13%2026-06-302026-07-17

Sponsored

SPHY SPDR SERIES TRUST151.1K shares4.80%2026-06-302026-07-17

EMB ISHARES TR36.6K shares5.39%2026-06-302026-07-17

TPR TAPESTRY INC23.3K shares7.75%2026-06-302026-07-17

IGIB ISHARES TR63.8K shares5.59%2026-06-302026-07-17

SJNK SPDR SERIES TRUST133.8K shares5.85%2026-06-302026-07-17

SMH VANECK ETF TRUST5.1K shares-27.38%2026-06-302026-07-17

UNM UNUM GROUP36.5K shares-3.21%2026-06-302026-07-17

DTCR GLOBAL X FDS106.7K shares-0.82%2026-06-302026-07-17

Sponsored

CMI CUMMINS INC4.5K shares-0.57%2026-06-302026-07-17

TDIV FIRST TR EXCHANGE TRADED FD27.8K shares-38.11%2026-06-302026-07-17

QTUM ETF SER SOLUTIONS18.9K shares-21.81%2026-06-302026-07-17

AIRR FIRST TR EXCHANGE TRADED FD23.3K sharesnew addition2026-06-302026-07-17

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC38.3K shares2.51%2026-06-302026-07-17

XBI SPDR SERIES TRUST19.3K sharesnew addition2026-06-302026-07-17

XTL SPDR SERIES TRUST13.4K shares-4.62%2026-06-302026-07-17

AIQ GLOBAL X FDS46.4K sharesnew addition2026-06-302026-07-17

Sponsored

CHRW C H ROBINSON WORLDWIDE IN15.8K shares272.39%2026-06-302026-07-17

HD HOME DEPOT INC8.3K shares-2.24%2026-06-302026-07-17

TAN INVESCO EXCH TRADED FD TR II49.7K shares0.02%2026-06-302026-07-17

ITA ISHARES TR12.0K shares1.00%2026-06-302026-07-17

R RYDER SYS INC10.9K shares-1.29%2026-06-302026-07-17

AFL AFLAC INC24.4K shares0.84%2026-06-302026-07-17

PKB INVESCO EXCHANGE TRADED FD T25.5K shares0.69%2026-06-302026-07-17

BLK BLACKROCK INC2.9K shares0.95%2026-06-302026-07-17

Sponsored

MS MORGAN STANLEY13.2K shares0.53%2026-06-302026-07-17

DMBS DOUBLELINE ETF TRUST54.8K shares5.08%2026-06-302026-07-17

GRMN GARMIN LTD11.3K shares0.31%2026-06-302026-07-17

WMB WILLIAMS COS INC36.1K shares0.98%2026-06-302026-07-17

ADP AUTOMATIC DATA PROCESSING IN11.9K shares-2.61%2026-06-302026-07-17

PAAA PGIM ETF TR51.3K shares4.70%2026-06-302026-07-17

NEXTERA ENERGY INC NEXTERA ENERGY INC29.3K shares-2.92%2026-06-302026-07-17

VLO VALERO ENERGY CORP9.7K sharesnew addition2026-06-302026-07-17

Sponsored

PAYX PAYCHEX INC24.0K shares-0.63%2026-06-302026-07-17

IJR ISHARES TR15.7K shares-0.10%2026-06-302026-07-17

B BARRICK MNG CORP58.0K shares1.75%2026-06-302026-07-17

VISA INC VISA INC6.1K shares-1.63%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.8K shares-6.73%2026-06-302026-07-17

TJX TJX COS INC NEW12.9K shares-3.11%2026-06-302026-07-17

ABT ABBOTT LABORATORIES21.4K shares-2.90%2026-06-302026-07-17

AMERIPRISE FINL INC AMERIPRISE FINL INC4.2K shares-1.11%2026-06-302026-07-17

Sponsored

PANW PALO ALTO NETWORKS INC5.4K shares-2.28%2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC15.6K shares-0.31%2026-06-302026-07-17

DSI ISHARES TR12.7K shares24.23%2026-06-302026-07-17

SPDW SPDR INDEX SHS FDS35.4K shares4.55%2026-06-302026-07-17

META PLATFORMS INC META PLATFORMS INC3.2K shares-2.41%2026-06-302026-07-17

EVR EVERCORE INC4.9K shares4.69%2026-06-302026-07-17

VOO VANGUARD INDEX FDS2.4K shares-0.42%2026-06-302026-07-17

VYM VANGUARD WHITEHALL FDS10.2K shares-0.59%2026-06-302026-07-17

Sponsored

QQQ INVESCO QQQ TR2.2K shares-0.23%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON6.2K shares6.13%2026-06-302026-07-17

LRCX LAM RESEARCH CORP3.6K shares-2.63%2026-06-302026-07-17

WMT WALMART INC13.8K shares-0.07%2026-06-302026-07-17

COP CONOCOPHILLIPS15.0K shares0.26%2026-06-302026-07-17

APH AMPHENOL CORP8.8K shares-0.43%2026-06-302026-07-17

TSLA TESLA INC3.7K shares-2.42%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL3.1K shares0.72%2026-06-302026-07-17

Sponsored

VCSH VANGUARD SCOTTSDALE FDS18.6K shares-2.61%2026-06-302026-07-17

NEM NEWMONT CORP15.0K shares5.99%2026-06-302026-07-17

CVX CHEVRON CORPORATION8.4K shares2.07%2026-06-302026-07-17

ORACLE CORP ORACLE CORP9.5K shares-1.76%2026-06-302026-07-17

NOK NOKIA CORP103.8K sharesnew addition2026-06-302026-07-17

ABBVIE INC ABBVIE INC5.4K shares-50.42%2026-06-302026-07-17

IBTH ISHARES TR58.3K shares38.93%2026-06-302026-07-17

LIN LINDE PLC2.5K shares-1.69%2026-06-302026-07-17

Sponsored

ECL ECOLAB INC4.5K shares-2.91%2026-06-302026-07-17

VIG VANGUARD SPECIALIZED FUNDS5.3K shares0.53%2026-06-302026-07-17

AXP AMERICAN EXPRESS CO3.7K shares-0.56%2026-06-302026-07-17

IBDR ISHARES TR51.4K shares-70.98%2026-06-302026-07-17

MRK MERCK & CO INC9.6K shares13.28%2026-06-302026-07-17

SHEL SHELL PLC15.8K shares7.89%2026-06-302026-07-17

VO VANGUARD INDEX FDS15.2K shares316.02%2026-06-302026-07-17

EBAY EBAY INC.10.6K shares-0.15%2026-06-302026-07-17

Sponsored

IBDV ISHARES TR54.4K shares81.43%2026-06-302026-07-17

IBTI ISHARES TR52.5K shares43.97%2026-06-302026-07-17

DEM WISDOMTREE TR20.5K shares0.25%2026-06-302026-07-17

EMLP FIRST TR EXCHANGE-TRADED FD24.9K shares-0.48%2026-06-302026-07-17

TXN TEXAS INSTRS INC3.6K shares0.89%2026-06-302026-07-17

DELL DELL TECHNOLOGIES INC2.4K sharesnew addition2026-06-302026-07-17

DTH WISDOMTREE TR19.5K shares0.39%2026-06-302026-07-17

PCAR PACCAR INC8.7K shares0.00%2026-06-302026-07-17

Sponsored

ESGU ISHARES TR6.3K shares25.18%2026-06-302026-07-17

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F16.7K shares1.22%2026-06-302026-07-17

IBTG ISHARES TR44.5K shares14.44%2026-06-302026-07-17

VHT VANGUARD WORLD FD3.4K sharesnew addition2026-06-302026-07-17

KO COCA COLA CO12.4K shares-0.07%2026-06-302026-07-17

NETFLIX INC. NETFLIX INC.13.6K shares-4.16%2026-06-302026-07-17

ETN EATON CORP PLC2.2K shares-3.31%2026-06-302026-07-17

ESML ISHARES TR16.5K shares24.86%2026-06-302026-07-17

Sponsored

LVS LAS VEGAS SANDS CORP20.0K shares-62.64%2026-06-302026-07-17

PKG PACKAGING CORP AMER3.6K shares6.51%2026-06-302026-07-17

SYK STRYKER CORPORATION2.7K shares-2.45%2026-06-302026-07-17

CARR CARRIER GLOBAL CORPORATION11.6K shares6.42%2026-06-302026-07-17

ESGD ISHARES TR8.2K shares27.86%2026-06-302026-07-17

WAT WATERS CORP2.2K shares0.00%2026-06-302026-07-17

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.6K shares-6.41%2026-06-302026-07-17

IGSB ISHARES TR15.9K shares1.48%2026-06-302026-07-17

Sponsored

IBTJ ISHARES TR37.1K shares43.11%2026-06-302026-07-17

IBDW ISHARES TR38.4K shares83.94%2026-06-302026-07-17

XLG INVESCO EXCHANGE TRADED FD T12.9K shares1.81%2026-06-302026-07-17

BAC BANK OF AMER CORP13.9K shares-5.24%2026-06-302026-07-17

VCIT VANGUARD SCOTTSDALE FDS9.5K shares0.00%2026-06-302026-07-17

BA BOEING CO3.6K shares-3.89%2026-06-302026-07-17

QCOM QUALCOMM INC4.0K shares-19.43%2026-06-302026-07-17

PEP PEPSICO INC5.2K shares0.62%2026-06-302026-07-17

Sponsored

RTX CORPORATION RTX CORPORATION3.6K shares-0.14%2026-06-302026-07-17

VRTX VERTEX PHARMACEUTICALS INC1.3K shares-4.13%2026-06-302026-07-17

NVO NOVO-NORDISK A S13.7K shares-7.50%2026-06-302026-07-17

GE GE AEROSPACE1.8K shares2.82%2026-06-302026-07-17

EFA ISHARES TR6.3K shares-3.38%2026-06-302026-07-17

EMR EMERSON ELEC CO4.4K shares-1.60%2026-06-302026-07-17

IBDX ISHARES TR24.8K shares97.26%2026-06-302026-07-17

UNP UNION PAC CORP2.2K shares-2.83%2026-06-302026-07-17

Sponsored

DHR DANAHER CORP DEL3.1K shares-0.80%2026-06-302026-07-17

PAVE GLOBAL X FDS9.9K shares-0.82%2026-06-302026-07-17

ASML ASML HLDG NV276 shares-15.08%2026-06-302026-07-17

INTC INTEL CORP3.9K sharesnew addition2026-06-302026-07-17

MNST MONSTER BEVERAGE CORP NEW5.5K shares-4.48%2026-06-302026-07-17

MCD MCDONALDS CORP1.9K shares-0.16%2026-06-302026-07-17

GS GOLDMAN SACHS GROUP INC510 shares-0.39%2026-06-302026-07-17

UL UNILEVER PLC8.6K shares-2.45%2026-06-302026-07-17

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC2.3K sharesnew addition2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS1.8K shares5.71%2026-06-302026-07-17

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.3K sharesnew addition2026-06-302026-07-17

GEV GE VERNOVA INC426 shares-1.39%2026-06-302026-07-17

SNDK SANDISK CORP218 sharesnew addition2026-06-302026-07-17

HWM HOWMET AEROSPACE INC1.8K shares-1.63%2026-06-302026-07-17

ISHARES TR ISHARES TR642 shares0.00%2026-06-302026-07-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.8K shares-14.37%2026-06-302026-07-17

Sponsored

LIT GLOBAL X FDS6.1K shares-13.84%2026-06-302026-07-17

IEMG ISHARES INC5.8K shares11.10%2026-06-302026-07-17

VB VANGUARD INDEX FDS1.5K shares0.13%2026-06-302026-07-17

ESGE ISHARES INC8.5K shares19.51%2026-06-302026-07-17

SBUX STARBUCKS CORP4.5K shares-4.12%2026-06-302026-07-17

IEZ ISHARES TR17.2K sharesnew addition2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION484 shares4.99%2026-06-302026-07-17

REMX VANECK ETF TRUST5.1K sharesnew addition2026-06-302026-07-17

Sponsored

DIS DISNEY WALT CO4.7K shares-3.84%2026-06-302026-07-17

ROK ROCKWELL AUTOMATION INC904 shares30.26%2026-06-302026-07-17

MTD METTLER TOLEDO INTERNATIONAL345 shares0.00%2026-06-302026-07-17

CTA SIMPLIFY EXCHANGE TRADED FUN16.8K shares-3.10%2026-06-302026-07-17

AEP AMERICAN ELEC PWR CO INC3.2K shares-0.13%2026-06-302026-07-17

INTU INTUIT1.6K shares-2.31%2026-06-302026-07-17

IBTK ISHARES TR22.0K shares47.26%2026-06-302026-07-17

ROP ROPER TECHNOLOGIES INC1.3K shares-22.74%2026-06-302026-07-17

Sponsored

SHOP SHOPIFY INC3.6K shares-5.55%2026-06-302026-07-17

MEDTRONIC PLC MEDTRONIC PLC5.2K shares3.65%2026-06-302026-07-17

SHW SHERWIN WILLIAMS CO1.2K shares1.57%2026-06-302026-07-17

SLB SLB LIMITED8.4K shares0.13%2026-06-302026-07-17

GRID FIRST TR EXCHANGE-TRADED FD2.0K shares18.52%2026-06-302026-07-17

NVS NOVARTIS AG2.5K shares-2.06%2026-06-302026-07-17

TMO THERMO FISHER SCIENTIFIC INC768 shares-12.63%2026-06-302026-07-17

EQT EQT CORP7.1K shares2.78%2026-06-302026-07-17

Sponsored

CNRG SPDR SERIES TRUST3.3K shares20.17%2026-06-302026-07-17

IBTL ISHARES TR18.4K shares45.62%2026-06-302026-07-17

AMT AMERICAN TOWER CORP2.2K shares-0.67%2026-06-302026-07-17

ICE INTERCONTINENTAL EXCHANGE IN2.9K shares-5.95%2026-06-302026-07-17

PBW INVESCO EXCHANGE TRADED FD T9.1K shares19.22%2026-06-302026-07-17

BATT AMPLIFY ETF TR22.5K shares21.10%2026-06-302026-07-17

DE DEERE & CO543 shares-4.57%2026-06-302026-07-17

CRM SALESFORCE INC2.2K shares-0.32%2026-06-302026-07-17

Sponsored

Q QNITY ELECTRONICS INC2.1K shares0.00%2026-06-302026-07-17

ASTRAZENECA PLC ASTRAZENECA PLC1.8K shares-8.47%2026-06-302026-07-17

CORTEVA INC CORTEVA INC3.7K shares0.00%2026-06-302026-07-17

PNC PNC FINL SVCS GROUP INC1.2K shares-5.94%2026-06-302026-07-17

T AT&T INC14.7K shares-70.00%2026-06-302026-07-17

APPLIED MATLS INC APPLIED MATLS INC401 sharesnew addition2026-06-302026-07-17

PSX PHILLIPS 661.7K shares0.00%2026-06-302026-07-17

GLD SPDR GOLD TR765 shares0.00%2026-06-302026-07-17

Sponsored

XYL XYLEM INC2.4K shares-13.65%2026-06-302026-07-17

NSC NORFOLK SOUTHN CORP864 shares0.00%2026-06-302026-07-17

AZO AUTOZONE INC85 shares2.41%2026-06-302026-07-17

MU MICRON TECHNOLOGY INC234 sharesnew addition2026-06-302026-07-17

IBTM ISHARES TR11.9K sharesnew addition2026-06-302026-07-17

REGN REGENERON PHARMACEUTICALS431 shares-10.95%2026-06-302026-07-17

SOUTHERN CO SOUTHERN CO2.8K shares-0.25%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC459 sharesnew addition2026-06-302026-07-17

Sponsored

XEL XCEL ENERGY INC3.3K shares0.00%2026-06-302026-07-17

DIA STATE STR SPDR DOW JONES IND500 shares-1.57%2026-06-302026-07-17

ADSK AUTODESK INC1.3K shares0.39%2026-06-302026-07-17

VGK VANGUARD INTL EQUITY INDEX F2.8K shares7.69%2026-06-302026-07-17

IBDY ISHARES TR9.5K sharesnew addition2026-06-302026-07-17

QUANTA SVCS INC QUANTA SVCS INC340 shares-21.11%2026-06-302026-07-17

HLT HILTON WORLDWIDE HLDGS INC740 shares0.41%2026-06-302026-07-17

OTIS OTIS WORLDWIDE CORP3.4K shares0.00%2026-06-302026-07-17

Sponsored

HSIC SCHEIN HENRY INC2.8K shares0.00%2026-06-302026-07-17

KMI KINDER MORGAN INC DEL7.3K shares-0.41%2026-06-302026-07-17

ISRG INTUITIVE SURGICAL INC580 shares-7.35%2026-06-302026-07-17

ADI ANALOG DEVICES INC559 sharesnew addition2026-06-302026-07-17

YUM YUM BRANDS INC1.4K shares-2.66%2026-06-302026-07-17

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.6K sharesnew addition2026-06-302026-07-17

FAUG FIRST TR EXCHNG TRADED FD VI3.9K sharesnew addition2026-06-302026-07-17

MUSA MURPHY USA INC396 sharesnew addition2026-06-302026-07-17

Sponsored

CP CANADIAN PACIFIC KANSAS CITY2.5K sharesnew addition2026-06-302026-07-17

FI FISERV INC4.3K shares-9.83%2026-06-302026-07-17

3M CO 3M CO1.3K sharesnew addition2026-06-302026-07-17

LOW LOWES COS INC939 shares-12.89%2026-06-302026-07-17

FDX FEDEX CORP646 shares0.00%2026-06-302026-07-17

LYG LLOYDS BANKING GROUP PLC13.0K shares0.00%2026-06-302026-07-17

VANGUARD INDEX FDS

2.02%

Shares88.0K

Event2026-06-30

Filed2026-07-17

IWV

ISHARES TR

0.12%

Shares72.2K

Event2026-06-30

Filed2026-07-17

ISHARES TR

0.61%

Shares284.1K

Event2026-06-30

Filed2026-07-17

VXF

VANGUARD INDEX FDS

0.32%

Shares61.7K

Event2026-06-30

Filed2026-07-17

AVEM

AMERICAN CENTY ETF TR

1.11%

Shares133.5K

Event2026-06-30

Filed2026-07-17

AGGH

SIMPLIFY EXCHANGE TRADED FUN

6.08%

Shares603.6K

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO

0.01%

Shares78.8K

Event2026-06-30

Filed2026-07-17

DFAI

DIMENSIONAL ETF TRUST

1.97%

Shares272.4K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

-3.13%

Shares27.6K

Event2026-06-30

Filed2026-07-17

KLAC

KLA CORP

892.27%

Shares29.9K

Event2026-06-30

Filed2026-07-17

PYLD

PIMCO ETF TR

5.62%

Shares321.7K

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD INDEX FDS

498.96%

Shares98.0K

Event2026-06-30

Filed2026-07-17

HGER

HARBOR ETF TRUST

0.86%

Shares284.6K

Event2026-06-30

Filed2026-07-17

DYNF

BLACKROCK ETF TRUST

0.85%

Shares121.9K

Event2026-06-30

Filed2026-07-17

AGZ

ISHARES TR

3.97%

Shares74.3K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

-2.05%

Shares27.7K

Event2026-06-30

Filed2026-07-17

IBDS

ISHARES TR

90.32%

Shares323.7K

Event2026-06-30

Filed2026-07-17

IDEXX LABS INC

-0.25%

Shares14.3K

Event2026-06-30

Filed2026-07-17

GLW

CORNING INC

-10.66%

Shares29.0K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

0.94%

Shares92.9K

Event2026-06-30

Filed2026-07-17

BROADCOM INC

-9.32%

Shares18.9K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

-3.02%

Shares35.7K

Event2026-06-30

Filed2026-07-17

IEI

ISHARES TR

4.88%

Shares60.6K

Event2026-06-30

Filed2026-07-17

RSP

INVESCO EXCHANGE TRADED FD T

3.06%

Shares31.3K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

-0.94%

Shares18.2K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

0.01%

Shares15.7K

Event2026-06-30

Filed2026-07-17

IBDU

ISHARES TR

252.26%

Shares235.6K

Event2026-06-30

Filed2026-07-17

WSM

WILLIAMS SONOMA INC

0.92%

Shares22.6K

Event2026-06-30

Filed2026-07-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-3.49%

Shares10.3K

Event2026-06-30

Filed2026-07-17

WASTE MGMT INC DEL

1.26%

Shares21.5K

Event2026-06-30

Filed2026-07-17

CAH

CARDINAL HEALTH INC

1.34%

Shares19.6K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

-0.60%

Shares4.3K

Event2026-06-30

Filed2026-07-17

WELL

WELLTOWER INC

0.37%

Shares19.9K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

-0.42%

Shares3.8K

Event2026-06-30

Filed2026-07-17

BANK OF NY MELLON CORP

1.68%

Shares29.0K

Event2026-06-30

Filed2026-07-17

IBDT

ISHARES TR

-26.61%

Shares162.0K

Event2026-06-30

Filed2026-07-17

PARKER-HANNIFIN CORP

2.34%

Shares4.1K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

-1.73%

Shares16.3K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

0.35%

Shares11.6K

Event2026-06-30

Filed2026-07-17

AMGN

AMGEN INC

-0.13%

Shares10.3K

Event2026-06-30

Filed2026-07-17

SPHY

SPDR SERIES TRUST

4.80%

Shares151.1K

Event2026-06-30

Filed2026-07-17

EMB

ISHARES TR

5.39%

Shares36.6K

Event2026-06-30

Filed2026-07-17

TPR

TAPESTRY INC

7.75%

Shares23.3K

Event2026-06-30

Filed2026-07-17

IGIB

ISHARES TR

5.59%

Shares63.8K

Event2026-06-30

Filed2026-07-17

SJNK

SPDR SERIES TRUST

5.85%

Shares133.8K

Event2026-06-30

Filed2026-07-17

SMH

VANECK ETF TRUST

-27.38%

Shares5.1K

Event2026-06-30

Filed2026-07-17

UNM

UNUM GROUP

-3.21%

Shares36.5K

Event2026-06-30

Filed2026-07-17

DTCR

GLOBAL X FDS

-0.82%

Shares106.7K

Event2026-06-30

Filed2026-07-17

CMI

CUMMINS INC

-0.57%

Shares4.5K

Event2026-06-30

Filed2026-07-17

TDIV

FIRST TR EXCHANGE TRADED FD

-38.11%

Shares27.8K

Event2026-06-30

Filed2026-07-17

QTUM

ETF SER SOLUTIONS

-21.81%

Shares18.9K

Event2026-06-30

Filed2026-07-17

AIRR

FIRST TR EXCHANGE TRADED FD

New

Shares23.3K

Event2026-06-30

Filed2026-07-17

ANGLOGOLD ASHANTI PLC

2.51%

Shares38.3K

Event2026-06-30

Filed2026-07-17

XBI

SPDR SERIES TRUST

New

Shares19.3K

Event2026-06-30

Filed2026-07-17

XTL

SPDR SERIES TRUST

-4.62%

Shares13.4K

Event2026-06-30

Filed2026-07-17

AIQ

GLOBAL X FDS

New

Shares46.4K

Event2026-06-30

Filed2026-07-17

CHRW

C H ROBINSON WORLDWIDE IN

272.39%

Shares15.8K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

-2.24%

Shares8.3K

Event2026-06-30

Filed2026-07-17

TAN

INVESCO EXCH TRADED FD TR II

0.02%

Shares49.7K

Event2026-06-30

Filed2026-07-17

ITA

ISHARES TR

1.00%

Shares12.0K

Event2026-06-30

Filed2026-07-17

RYDER SYS INC

-1.29%

Shares10.9K

Event2026-06-30

Filed2026-07-17

AFL

AFLAC INC

0.84%

Shares24.4K

Event2026-06-30

Filed2026-07-17

PKB

INVESCO EXCHANGE TRADED FD T

0.69%

Shares25.5K

Event2026-06-30

Filed2026-07-17

BLK

BLACKROCK INC

0.95%

Shares2.9K

Event2026-06-30

Filed2026-07-17

MORGAN STANLEY

0.53%

Shares13.2K

Event2026-06-30

Filed2026-07-17

DMBS

DOUBLELINE ETF TRUST

5.08%

Shares54.8K

Event2026-06-30

Filed2026-07-17

GRMN

GARMIN LTD

0.31%

Shares11.3K

Event2026-06-30

Filed2026-07-17

WMB

WILLIAMS COS INC

0.98%

Shares36.1K

Event2026-06-30

Filed2026-07-17

ADP

AUTOMATIC DATA PROCESSING IN

-2.61%

Shares11.9K

Event2026-06-30

Filed2026-07-17

PAAA

PGIM ETF TR

4.70%

Shares51.3K

Event2026-06-30

Filed2026-07-17

NEXTERA ENERGY INC

-2.92%

Shares29.3K

Event2026-06-30

Filed2026-07-17

VLO

VALERO ENERGY CORP

New

Shares9.7K

Event2026-06-30

Filed2026-07-17

PAYX

PAYCHEX INC

-0.63%

Shares24.0K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES TR

-0.10%

Shares15.7K

Event2026-06-30

Filed2026-07-17

BARRICK MNG CORP

1.75%

Shares58.0K

Event2026-06-30

Filed2026-07-17

VISA INC

-1.63%

Shares6.1K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

-6.73%

Shares2.8K

Event2026-06-30

Filed2026-07-17

TJX

TJX COS INC NEW

-3.11%

Shares12.9K

Event2026-06-30

Filed2026-07-17

ABT

ABBOTT LABORATORIES

-2.90%

Shares21.4K

Event2026-06-30

Filed2026-07-17

AMERIPRISE FINL INC

-1.11%

Shares4.2K

Event2026-06-30

Filed2026-07-17

PANW

PALO ALTO NETWORKS INC

-2.28%

Shares5.4K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

-0.31%

Shares15.6K

Event2026-06-30

Filed2026-07-17

DSI

ISHARES TR

24.23%

Shares12.7K

Event2026-06-30

Filed2026-07-17

SPDW

SPDR INDEX SHS FDS

4.55%

Shares35.4K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

-2.41%

Shares3.2K

Event2026-06-30

Filed2026-07-17

EVR

EVERCORE INC

4.69%

Shares4.9K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

-0.42%

Shares2.4K

Event2026-06-30

Filed2026-07-17

VYM

VANGUARD WHITEHALL FDS

-0.59%

Shares10.2K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

-0.23%

Shares2.2K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

6.13%

Shares6.2K

Event2026-06-30

Filed2026-07-17

LRCX

LAM RESEARCH CORP

-2.63%

Shares3.6K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

-0.07%

Shares13.8K

Event2026-06-30

Filed2026-07-17

COP

CONOCOPHILLIPS

0.26%

Shares15.0K

Event2026-06-30

Filed2026-07-17

APH

AMPHENOL CORP

-0.43%

Shares8.8K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC

-2.42%

Shares3.7K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.72%

Shares3.1K

Event2026-06-30

Filed2026-07-17

VCSH

VANGUARD SCOTTSDALE FDS

-2.61%

Shares18.6K

Event2026-06-30

Filed2026-07-17

NEM

NEWMONT CORP

5.99%

Shares15.0K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION

2.07%

Shares8.4K

Event2026-06-30

Filed2026-07-17

ORACLE CORP

-1.76%

Shares9.5K

Event2026-06-30

Filed2026-07-17

NOK

NOKIA CORP

New

Shares103.8K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

-50.42%

Shares5.4K

Event2026-06-30

Filed2026-07-17

IBTH

ISHARES TR

38.93%

Shares58.3K

Event2026-06-30

Filed2026-07-17

LIN

LINDE PLC

-1.69%

Shares2.5K

Event2026-06-30

Filed2026-07-17

ECL

ECOLAB INC

-2.91%

Shares4.5K

Event2026-06-30

Filed2026-07-17

VIG

VANGUARD SPECIALIZED FUNDS

0.53%

Shares5.3K

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO

-0.56%

Shares3.7K

Event2026-06-30

Filed2026-07-17

IBDR

ISHARES TR

-70.98%

Shares51.4K

Event2026-06-30

Filed2026-07-17

MRK

MERCK & CO INC

13.28%

Shares9.6K

Event2026-06-30

Filed2026-07-17

SHEL

SHELL PLC

7.89%

Shares15.8K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

316.02%

Shares15.2K

Event2026-06-30

Filed2026-07-17

EBAY

EBAY INC.

-0.15%

Shares10.6K

Event2026-06-30

Filed2026-07-17

IBDV

ISHARES TR

81.43%

Shares54.4K

Event2026-06-30

Filed2026-07-17

IBTI

ISHARES TR

43.97%

Shares52.5K

Event2026-06-30

Filed2026-07-17

DEM

WISDOMTREE TR

0.25%

Shares20.5K

Event2026-06-30

Filed2026-07-17

EMLP

FIRST TR EXCHANGE-TRADED FD

-0.48%

Shares24.9K

Event2026-06-30

Filed2026-07-17

TXN

TEXAS INSTRS INC

0.89%

Shares3.6K

Event2026-06-30

Filed2026-07-17

DELL

DELL TECHNOLOGIES INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-17

DTH

WISDOMTREE TR

0.39%

Shares19.5K

Event2026-06-30

Filed2026-07-17

PCAR

PACCAR INC

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-17

ESGU

ISHARES TR

25.18%

Shares6.3K

Event2026-06-30

Filed2026-07-17

J P MORGAN EXCHANGE TRADED F

1.22%

Shares16.7K

Event2026-06-30

Filed2026-07-17

IBTG

ISHARES TR

14.44%

Shares44.5K

Event2026-06-30

Filed2026-07-17

VHT

VANGUARD WORLD FD

New

Shares3.4K

Event2026-06-30

Filed2026-07-17

COCA COLA CO

-0.07%

Shares12.4K

Event2026-06-30

Filed2026-07-17

NETFLIX INC.

-4.16%

Shares13.6K

Event2026-06-30

Filed2026-07-17

ETN

EATON CORP PLC

-3.31%

Shares2.2K

Event2026-06-30

Filed2026-07-17

ESML

ISHARES TR

24.86%

Shares16.5K

Event2026-06-30

Filed2026-07-17

LVS

LAS VEGAS SANDS CORP

-62.64%

Shares20.0K

Event2026-06-30

Filed2026-07-17

PKG

PACKAGING CORP AMER

6.51%

Shares3.6K

Event2026-06-30

Filed2026-07-17

SYK

STRYKER CORPORATION

-2.45%

Shares2.7K

Event2026-06-30

Filed2026-07-17

CARR

CARRIER GLOBAL CORPORATION

6.42%

Shares11.6K

Event2026-06-30

Filed2026-07-17

ESGD

ISHARES TR

27.86%

Shares8.2K

Event2026-06-30

Filed2026-07-17

WAT

WATERS CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-17

MASTERCARD INCORPORATED

-6.41%

Shares1.6K

Event2026-06-30

Filed2026-07-17

IGSB

ISHARES TR

1.48%

Shares15.9K

Event2026-06-30

Filed2026-07-17

IBTJ

ISHARES TR

43.11%

Shares37.1K

Event2026-06-30

Filed2026-07-17

IBDW

ISHARES TR

83.94%

Shares38.4K

Event2026-06-30

Filed2026-07-17

XLG

INVESCO EXCHANGE TRADED FD T

1.81%

Shares12.9K

Event2026-06-30

Filed2026-07-17

BAC

BANK OF AMER CORP

-5.24%

Shares13.9K

Event2026-06-30

Filed2026-07-17

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-17

BOEING CO

-3.89%

Shares3.6K

Event2026-06-30

Filed2026-07-17

QCOM

QUALCOMM INC

-19.43%

Shares4.0K

Event2026-06-30

Filed2026-07-17

PEP

PEPSICO INC

0.62%

Shares5.2K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

-0.14%

Shares3.6K

Event2026-06-30

Filed2026-07-17

VRTX

VERTEX PHARMACEUTICALS INC

-4.13%

Shares1.3K

Event2026-06-30

Filed2026-07-17

NVO

NOVO-NORDISK A S

-7.50%

Shares13.7K

Event2026-06-30

Filed2026-07-17

GE AEROSPACE

2.82%

Shares1.8K

Event2026-06-30

Filed2026-07-17

EFA

ISHARES TR

-3.38%

Shares6.3K

Event2026-06-30

Filed2026-07-17

EMR

EMERSON ELEC CO

-1.60%

Shares4.4K

Event2026-06-30

Filed2026-07-17

IBDX

ISHARES TR

97.26%

Shares24.8K

Event2026-06-30

Filed2026-07-17

UNP

UNION PAC CORP

-2.83%

Shares2.2K

Event2026-06-30

Filed2026-07-17

DHR

DANAHER CORP DEL

-0.80%

Shares3.1K

Event2026-06-30

Filed2026-07-17

PAVE

GLOBAL X FDS

-0.82%

Shares9.9K

Event2026-06-30

Filed2026-07-17

ASML

ASML HLDG NV

-15.08%

Shares276

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP

New

Shares3.9K

Event2026-06-30

Filed2026-07-17

MNST

MONSTER BEVERAGE CORP NEW

-4.48%

Shares5.5K

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP

-0.16%

Shares1.9K

Event2026-06-30

Filed2026-07-17

GOLDMAN SACHS GROUP INC

-0.39%

Shares510

Event2026-06-30

Filed2026-07-17

UNILEVER PLC

-2.45%

Shares8.6K

Event2026-06-30

Filed2026-07-17

HONEYWELL INTL INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS

5.71%

Shares1.8K

Event2026-06-30

Filed2026-07-17

HONEYWELL AEROSPACE INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC

-1.39%

Shares426

Event2026-06-30

Filed2026-07-17

SNDK

SANDISK CORP

New

Shares218

Event2026-06-30

Filed2026-07-17

HWM

HOWMET AEROSPACE INC

-1.63%

Shares1.8K

Event2026-06-30

Filed2026-07-17

ISHARES TR

0.00%

Shares642

Event2026-06-30

Filed2026-07-17

ACCENTURE PLC IRELAND

-14.37%

Shares3.8K

Event2026-06-30

Filed2026-07-17

LIT

GLOBAL X FDS

-13.84%

Shares6.1K

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES INC

11.10%

Shares5.8K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

0.13%

Shares1.5K

Event2026-06-30

Filed2026-07-17

ESGE

ISHARES INC

19.51%

Shares8.5K

Event2026-06-30

Filed2026-07-17

SBUX

STARBUCKS CORP

-4.12%

Shares4.5K

Event2026-06-30

Filed2026-07-17

IEZ

ISHARES TR

New

Shares17.2K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

4.99%

Shares484

Event2026-06-30

Filed2026-07-17

REMX

VANECK ETF TRUST

New

Shares5.1K

Event2026-06-30

Filed2026-07-17

DIS

DISNEY WALT CO

-3.84%

Shares4.7K

Event2026-06-30

Filed2026-07-17

ROK

ROCKWELL AUTOMATION INC

30.26%

Shares904

Event2026-06-30

Filed2026-07-17

MTD

METTLER TOLEDO INTERNATIONAL

0.00%

Shares345

Event2026-06-30

Filed2026-07-17

CTA

SIMPLIFY EXCHANGE TRADED FUN

-3.10%

Shares16.8K

Event2026-06-30

Filed2026-07-17

AEP

AMERICAN ELEC PWR CO INC

-0.13%

Shares3.2K

Event2026-06-30

Filed2026-07-17

INTU

INTUIT

-2.31%

Shares1.6K

Event2026-06-30

Filed2026-07-17

IBTK

ISHARES TR

47.26%

Shares22.0K

Event2026-06-30

Filed2026-07-17

ROP

ROPER TECHNOLOGIES INC

-22.74%

Shares1.3K

Event2026-06-30

Filed2026-07-17

SHOP

SHOPIFY INC

-5.55%

Shares3.6K

Event2026-06-30

Filed2026-07-17

MEDTRONIC PLC

3.65%

Shares5.2K

Event2026-06-30

Filed2026-07-17

SHW

SHERWIN WILLIAMS CO

1.57%

Shares1.2K

Event2026-06-30

Filed2026-07-17

SLB

SLB LIMITED

0.13%

Shares8.4K

Event2026-06-30

Filed2026-07-17

GRID

FIRST TR EXCHANGE-TRADED FD

18.52%

Shares2.0K

Event2026-06-30

Filed2026-07-17

NVS

NOVARTIS AG

-2.06%

Shares2.5K

Event2026-06-30

Filed2026-07-17

TMO

THERMO FISHER SCIENTIFIC INC

-12.63%

Shares768

Event2026-06-30

Filed2026-07-17

EQT

EQT CORP

2.78%

Shares7.1K

Event2026-06-30

Filed2026-07-17

CNRG

SPDR SERIES TRUST

20.17%

Shares3.3K

Event2026-06-30

Filed2026-07-17

IBTL

ISHARES TR

45.62%

Shares18.4K

Event2026-06-30

Filed2026-07-17

AMT

AMERICAN TOWER CORP

-0.67%

Shares2.2K

Event2026-06-30

Filed2026-07-17

ICE

INTERCONTINENTAL EXCHANGE IN

-5.95%

Shares2.9K

Event2026-06-30

Filed2026-07-17

PBW

INVESCO EXCHANGE TRADED FD T

19.22%

Shares9.1K

Event2026-06-30

Filed2026-07-17

BATT

AMPLIFY ETF TR

21.10%

Shares22.5K

Event2026-06-30

Filed2026-07-17

DEERE & CO

-4.57%

Shares543

Event2026-06-30

Filed2026-07-17

CRM

SALESFORCE INC

-0.32%

Shares2.2K

Event2026-06-30

Filed2026-07-17

QNITY ELECTRONICS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-17

ASTRAZENECA PLC

-8.47%

Shares1.8K

Event2026-06-30

Filed2026-07-17

CORTEVA INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-17

PNC

PNC FINL SVCS GROUP INC

-5.94%

Shares1.2K

Event2026-06-30

Filed2026-07-17

AT&T INC

-70.00%

Shares14.7K

Event2026-06-30

Filed2026-07-17

APPLIED MATLS INC

New

Shares401

Event2026-06-30

Filed2026-07-17

PSX

PHILLIPS 66

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD TR

0.00%

Shares765

Event2026-06-30

Filed2026-07-17

XYL

XYLEM INC

-13.65%

Shares2.4K

Event2026-06-30

Filed2026-07-17

NSC

NORFOLK SOUTHN CORP

0.00%

Shares864

Event2026-06-30

Filed2026-07-17

AZO

AUTOZONE INC

2.41%

Shares85

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC

New

Shares234

Event2026-06-30

Filed2026-07-17

IBTM

ISHARES TR

New

Shares11.9K

Event2026-06-30

Filed2026-07-17

REGN

REGENERON PHARMACEUTICALS

-10.95%

Shares431

Event2026-06-30

Filed2026-07-17

SOUTHERN CO

-0.25%

Shares2.8K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

New

Shares459

Event2026-06-30

Filed2026-07-17

XEL

XCEL ENERGY INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-17

DIA

STATE STR SPDR DOW JONES IND

-1.57%

Shares500

Event2026-06-30

Filed2026-07-17

ADSK

AUTODESK INC

0.39%

Shares1.3K

Event2026-06-30

Filed2026-07-17

VGK

VANGUARD INTL EQUITY INDEX F

7.69%

Shares2.8K

Event2026-06-30

Filed2026-07-17

IBDY

ISHARES TR

New

Shares9.5K

Event2026-06-30

Filed2026-07-17

QUANTA SVCS INC

-21.11%

Shares340

Event2026-06-30

Filed2026-07-17

HLT

HILTON WORLDWIDE HLDGS INC

0.41%

Shares740

Event2026-06-30

Filed2026-07-17

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-17

HSIC

SCHEIN HENRY INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-17

KMI

KINDER MORGAN INC DEL

-0.41%

Shares7.3K

Event2026-06-30

Filed2026-07-17

ISRG

INTUITIVE SURGICAL INC

-7.35%

Shares580

Event2026-06-30

Filed2026-07-17

ADI

ANALOG DEVICES INC

New

Shares559

Event2026-06-30

Filed2026-07-17

YUM

YUM BRANDS INC

-2.66%

Shares1.4K

Event2026-06-30

Filed2026-07-17

DUPONT DE NEMOURS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-17

FAUG

FIRST TR EXCHNG TRADED FD VI

New

Shares3.9K

Event2026-06-30

Filed2026-07-17

MUSA

MURPHY USA INC

New

Shares396

Event2026-06-30

Filed2026-07-17

CANADIAN PACIFIC KANSAS CITY

New

Shares2.5K

Event2026-06-30

Filed2026-07-17

FISERV INC

-9.83%

Shares4.3K

Event2026-06-30

Filed2026-07-17

3M CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-17

LOW

LOWES COS INC

-12.89%

Shares939

Event2026-06-30

Filed2026-07-17

FDX

FEDEX CORP

0.00%

Shares646

Event2026-06-30

Filed2026-07-17

LYG

LLOYDS BANKING GROUP PLC

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available