The Analysis of GREENLEAF TRUST's Holdings & P&L


Currently, GREENLEAF TRUST holds 804 types of securities in its portfolio with a total value $10.2B. In the most recent quarter, they have increased their positions in IVV (+1.4M shares, valued at $912.8M), SPYM (+6.4M shares, valued at $489.6M), IEFA (+2.1M shares, valued at $193.5M); decreased their positions in SYK (-863.6K shares, valued at $283.8M); initiated new positions in IVV (+1.4M shares, valued at $912.8M), SPYM (+6.4M shares, valued at $489.6M), IEFA (+2.1M shares, valued at $193.5M).


1M P&L
-30.0M-0.30%
3M P&L
-791.3M-7.26%
HY P&L
-407.2M-3.87%

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

1Medical Devices5.2B
54.0%
2N/A2.7B
27.8%
3Semiconductors175.9M
1.8%

Top Industries by Stock Count

1N/A106 stocks
14.2%
2Banks - Regional27 stocks
3.6%
3Software - Application25 stocks
3.4%
Stock Holdings
SYK
Stryker Corporation
-5.14%
Shares15.9M
Event2026-03-31
Filed2026-04-27
IVV
iShares Core S&P 500 Index
New
Shares1.4M
Event2026-03-31
Filed2026-04-27
SPYM
State Street SPDR Portfolio S&
New
Shares6.4M
Event2026-03-31
Filed2026-04-27
IEFA
iShares Core MSCI EAFE ETF
New
Shares2.1M
Event2026-03-31
Filed2026-04-27
AAPL
Apple Inc
New
Shares638.1K
Event2026-03-31
Filed2026-04-27
JAAA
Janus Henderson AAA CLO ETF
New
Shares2.2M
Event2026-03-31
Filed2026-04-27
MSFT
Microsoft Corporation
New
Shares291.8K
Event2026-03-31
Filed2026-04-27
IJH
iShares Core S&P Midcap 400 In
New
Shares1.6M
Event2026-03-31
Filed2026-04-27
NVDA
Nvidia Corp
New
Shares566.0K
Event2026-03-31
Filed2026-04-27
AMZN
Amazon.com Inc
New
Shares466.0K
Event2026-03-31
Filed2026-04-27
IEF
iShares 7-10 Year Treasury Bon
New
Shares959.9K
Event2026-03-31
Filed2026-04-27
Alphabet Inc. Cl C
Alphabet Inc. Cl C
New
Shares310.8K
Event2026-03-31
Filed2026-04-27
EEM
iShares MSCI Emerging Index Fu
New
Shares1.5M
Event2026-03-31
Filed2026-04-27
Alphabet Inc. Cl A
Alphabet Inc. Cl A
New
Shares289.4K
Event2026-03-31
Filed2026-04-27
V
Visa Inc - Class A
New
Shares235.0K
Event2026-03-31
Filed2026-04-27
Berkshire Hathaway Cl B
Berkshire Hathaway Cl B
New
Shares140.4K
Event2026-03-31
Filed2026-04-27
IJR
iShares Core S&P Smallcap 600
New
Shares522.7K
Event2026-03-31
Filed2026-04-27
SPDW
State Street SPDR Portfolio De
New
Shares1.4M
Event2026-03-31
Filed2026-04-27
IEMG
iShares Core MSCI Emerging Mar
New
Shares907.4K
Event2026-03-31
Filed2026-04-27
META
Meta Platforms Inc. Cl A
New
Shares107.2K
Event2026-03-31
Filed2026-04-27
SPMD
State Street SPDR S&P 400 Mid
New
Shares901.6K
Event2026-03-31
Filed2026-04-27
Vanguard S&P 500 ETF
Vanguard S&P 500 ETF
New
Shares78.0K
Event2026-03-31
Filed2026-04-27
ICVT
iShares Convertible Bond ETF
New
Shares448.3K
Event2026-03-31
Filed2026-04-27
EFA
iShares MSCI EAFE ETF
New
Shares425.2K
Event2026-03-31
Filed2026-04-27
TSM
Taiwan Semiconductor Mfg Co AD
New
Shares116.0K
Event2026-03-31
Filed2026-04-27
PFF
iShares Preferred & Income Sec
New
Shares1.3M
Event2026-03-31
Filed2026-04-27
Broadcom Inc
Broadcom Inc
New
Shares113.6K
Event2026-03-31
Filed2026-04-27
IVW
Ishares S&P 500 Growth Index F
New
Shares308.1K
Event2026-03-31
Filed2026-04-27
IVE
Ishares S&P 500 Value ETF
New
Shares156.0K
Event2026-03-31
Filed2026-04-27
SPGI
S&P Global Inc
New
Shares75.6K
Event2026-03-31
Filed2026-04-27
SPSM
State Street SPDR S&P 600 Smal
New
Shares613.1K
Event2026-03-31
Filed2026-04-27
Canadian Pacific Kansas City L
Canadian Pacific Kansas City L
New
Shares349.3K
Event2026-03-31
Filed2026-04-27
SPY
State Street SPDR S&P 500 Trus
New
Shares42.0K
Event2026-03-31
Filed2026-04-27
JPM
J P Morgan Chase & Co
New
Shares90.5K
Event2026-03-31
Filed2026-04-27
HON
Honeywell International Inc
New
Shares110.4K
Event2026-03-31
Filed2026-04-27
JNJ
Johnson & Johnson
New
Shares85.1K
Event2026-03-31
Filed2026-04-27
TSLA
Tesla Mtrs Inc
New
Shares52.8K
Event2026-03-31
Filed2026-04-27
CRM
Salesforce, Inc.
New
Shares103.2K
Event2026-03-31
Filed2026-04-27
AMT
American Tower Corporation
New
Shares110.5K
Event2026-03-31
Filed2026-04-27
LLY
Lilly Eli & Co
New
Shares20.5K
Event2026-03-31
Filed2026-04-27
XOM
Exxon Mobil Corp
New
Shares109.1K
Event2026-03-31
Filed2026-04-27
EFV
Ishares MSCI EAFE Value ETF
New
Shares239.6K
Event2026-03-31
Filed2026-04-27
MDLZ
Mondelez International Inc Cl
New
Shares297.3K
Event2026-03-31
Filed2026-04-27
DHR
Danaher Corporation
New
Shares83.0K
Event2026-03-31
Filed2026-04-27
WMT
Wal-Mart Stores Inc
New
Shares125.7K
Event2026-03-31
Filed2026-04-27
TJX
TJX Companies, Inc
New
Shares97.0K
Event2026-03-31
Filed2026-04-27
ITOT
Ishares Core S&P Total US
New
Shares107.9K
Event2026-03-31
Filed2026-04-27
HD
Home Depot Inc
New
Shares44.3K
Event2026-03-31
Filed2026-04-27
ROP
Roper Technologies Inc.
New
Shares39.7K
Event2026-03-31
Filed2026-04-27
MA
Mastercard Inc CL A
New
Shares27.6K
Event2026-03-31
Filed2026-04-27
GVI
iShares Intermediate Gov/Credi
New
Shares126.5K
Event2026-03-31
Filed2026-04-27
ABBV
AbbVie Inc
New
Shares59.7K
Event2026-03-31
Filed2026-04-27
EFG
iShares MSCI EAFE Growth ETF
New
Shares115.8K
Event2026-03-31
Filed2026-04-27
BKNG
Booking Holdings Inc
New
Shares2.9K
Event2026-03-31
Filed2026-04-27
COST
Costco Wholesale Corp
New
Shares12.3K
Event2026-03-31
Filed2026-04-27
DG
Dollar General Corp
New
Shares101.7K
Event2026-03-31
Filed2026-04-27
CAT
Caterpillar Inc
New
Shares16.0K
Event2026-03-31
Filed2026-04-27
ADBE
Adobe Systems Inc
New
Shares45.8K
Event2026-03-31
Filed2026-04-27
Invesco S&P 500 Equal Weight
Invesco S&P 500 Equal Weight
New
Shares57.9K
Event2026-03-31
Filed2026-04-27
Lam Research Corp
Lam Research Corp
New
Shares51.5K
Event2026-03-31
Filed2026-04-27
SDY
State Street SPDR S&P Dividend
New
Shares72.7K
Event2026-03-31
Filed2026-04-27
BRK.A
Berkshire Hathaway Inc Del Cl
New
Shares14
Event2026-03-31
Filed2026-04-27
PG
Procter & Gamble Co
New
Shares69.0K
Event2026-03-31
Filed2026-04-27
CSCO
Cisco Sys Inc
New
Shares127.6K
Event2026-03-31
Filed2026-04-27
PEP
Pepsico Inc
New
Shares63.2K
Event2026-03-31
Filed2026-04-27
Merck & Co Inc
Merck & Co Inc
New
Shares78.7K
Event2026-03-31
Filed2026-04-27
NEE
NextEra Energy Inc
New
Shares99.5K
Event2026-03-31
Filed2026-04-27
AMAT
Applied Materials Inc
New
Shares26.9K
Event2026-03-31
Filed2026-04-27
GSY
Invesco Ultra Short Duration E
New
Shares175.4K
Event2026-03-31
Filed2026-04-27
ORCL
Oracle Corp
New
Shares58.3K
Event2026-03-31
Filed2026-04-27
RTX
RTX Corporation
New
Shares44.4K
Event2026-03-31
Filed2026-04-27
NFLX
Netflix Inc
New
Shares86.5K
Event2026-03-31
Filed2026-04-27
VTI
Vanguard Total Stock Market Fu
New
Shares24.9K
Event2026-03-31
Filed2026-04-27
MU
Micron Technology
New
Shares22.7K
Event2026-03-31
Filed2026-04-27
BAC
Bank Amer Corp
New
Shares153.2K
Event2026-03-31
Filed2026-04-27
SHV
iShares Short Treasury Bond ET
New
Shares67.5K
Event2026-03-31
Filed2026-04-27
KO
Coca Cola Co
New
Shares97.1K
Event2026-03-31
Filed2026-04-27
CPRT
Copart Inc
New
Shares218.3K
Event2026-03-31
Filed2026-04-27
IJK
Ishares S&P Midcap 400 Growth
New
Shares71.8K
Event2026-03-31
Filed2026-04-27
AMD
Advanced Micro Devices Inc
New
Shares35.3K
Event2026-03-31
Filed2026-04-27
GS
Goldman Sachs Group Inc
New
Shares8.3K
Event2026-03-31
Filed2026-04-27
HBAN
Huntington Bancshares Inc
New
Shares438.7K
Event2026-03-31
Filed2026-04-27
PFE
Pfizer Inc
New
Shares241.3K
Event2026-03-31
Filed2026-04-27
NKE
Nike Inc Cl B
New
Shares127.9K
Event2026-03-31
Filed2026-04-27
CVX
Chevron Corp Com
New
Shares32.6K
Event2026-03-31
Filed2026-04-27
Eaton Corp PLC ADR
Eaton Corp PLC ADR
New
Shares18.6K
Event2026-03-31
Filed2026-04-27
APH
Amphenol Corporation CL A
New
Shares51.0K
Event2026-03-31
Filed2026-04-27
IJJ
Ishares Tr S & P Midcap Value
New
Shares48.6K
Event2026-03-31
Filed2026-04-27
ABT
Abbott Labs
New
Shares62.1K
Event2026-03-31
Filed2026-04-27
GE Aerospace
GE Aerospace
New
Shares22.4K
Event2026-03-31
Filed2026-04-27
MCD
McDonald's Corp
New
Shares20.3K
Event2026-03-31
Filed2026-04-27
MCK
McKesson HBOC Inc
New
Shares7.2K
Event2026-03-31
Filed2026-04-27
PM
Philip Morris International In
New
Shares36.9K
Event2026-03-31
Filed2026-04-27
WFC
Wells Fargo & Co
New
Shares73.6K
Event2026-03-31
Filed2026-04-27
KLAC
Kla-Tencor Corporation
New
Shares3.9K
Event2026-03-31
Filed2026-04-27
AMGN
Amgen Inc
New
Shares16.1K
Event2026-03-31
Filed2026-04-27
PLTR
Palantir Technologies Inc Cl A
New
Shares37.2K
Event2026-03-31
Filed2026-04-27
TMO
Thermo Fischer Scientific Inc
New
Shares10.9K
Event2026-03-31
Filed2026-04-27
TXN
Texas Instruments Inc
New
Shares27.3K
Event2026-03-31
Filed2026-04-27
SUB
iShares Short Term National AM
New
Shares49.8K
Event2026-03-31
Filed2026-04-27
LMT
Lockheed Martin Corp
New
Shares8.6K
Event2026-03-31
Filed2026-04-27
AXP
American Express
New
Shares16.7K
Event2026-03-31
Filed2026-04-27
IBM
IBM Corp
New
Shares20.5K
Event2026-03-31
Filed2026-04-27
CME
CME Group Inc Com
New
Shares16.5K
Event2026-03-31
Filed2026-04-27
GEV
GE Vernova Inc
New
Shares5.5K
Event2026-03-31
Filed2026-04-27
SCHW
Schwab Charles Corp
New
Shares50.3K
Event2026-03-31
Filed2026-04-27
Linde PLC
Linde PLC
New
Shares9.4K
Event2026-03-31
Filed2026-04-27
MS
Morgan Stanley
New
Shares28.2K
Event2026-03-31
Filed2026-04-27
CB
Chubb Limited
New
Shares14.0K
Event2026-03-31
Filed2026-04-27
LITE
Lumentum Hldgs Inc
New
Shares6.4K
Event2026-03-31
Filed2026-04-27
UNH
UnitedHealth Group Inc
New
Shares16.2K
Event2026-03-31
Filed2026-04-27
ISRG
Intuitive Surgical Inc
New
Shares9.5K
Event2026-03-31
Filed2026-04-27
T
AT&T Inc
New
Shares146.3K
Event2026-03-31
Filed2026-04-27
VEU
Vanguard FTSE All-World ex-US
New
Shares56.1K
Event2026-03-31
Filed2026-04-27
MUB
iShares National Muni Bond ETF
New
Shares39.1K
Event2026-03-31
Filed2026-04-27
IJT
Ishares S&P Smallcap 600 Growt
New
Shares28.4K
Event2026-03-31
Filed2026-04-27
Accenture Plc Shs Cl A ADR
Accenture Plc Shs Cl A ADR
New
Shares20.6K
Event2026-03-31
Filed2026-04-27
IJS
Ishares Tr S & P Smallcap Valu
New
Shares34.2K
Event2026-03-31
Filed2026-04-27
QCOM
Qualcomm Inc
New
Shares31.3K
Event2026-03-31
Filed2026-04-27
ADI
Analog Devices Inc
New
Shares12.3K
Event2026-03-31
Filed2026-04-27
FAST
Fastenal Co
New
Shares83.6K
Event2026-03-31
Filed2026-04-27
DTH
WisdomTree International High
New
Shares71.4K
Event2026-03-31
Filed2026-04-27
VZ
Verizon Communications
New
Shares76.2K
Event2026-03-31
Filed2026-04-27
ECL
Ecolab Inc
New
Shares14.0K
Event2026-03-31
Filed2026-04-27
INTU
Intuit Inc
New
Shares8.5K
Event2026-03-31
Filed2026-04-27
LOW
Lowes Companies Inc
New
Shares15.2K
Event2026-03-31
Filed2026-04-27
INTC
Intel Corp
New
Shares80.4K
Event2026-03-31
Filed2026-04-27
GILD
Gilead Sciences Inc
New
Shares25.1K
Event2026-03-31
Filed2026-04-27
FITB
Fifth Third Bancorp
New
Shares75.4K
Event2026-03-31
Filed2026-04-27
MDY
State Street SPDR S&P Midcap 4
New
Shares5.7K
Event2026-03-31
Filed2026-04-27
IWM
Ishares Russell 2000 ETF
New
Shares14.1K
Event2026-03-31
Filed2026-04-27
SHW
Sherwin-Williams Company
New
Shares10.7K
Event2026-03-31
Filed2026-04-27
WM
Waste Management Inc
New
Shares14.8K
Event2026-03-31
Filed2026-04-27
UNP
Union Pacific Corp
New
Shares13.9K
Event2026-03-31
Filed2026-04-27
BK
Bank of New York Mellon Corp
New
Shares28.5K
Event2026-03-31
Filed2026-04-27
CL
Colgate-Palmolive Co
New
Shares39.1K
Event2026-03-31
Filed2026-04-27
CMI
Cummins Inc
New
Shares6.1K
Event2026-03-31
Filed2026-04-27
VUG
Vanguard Growth MFC
New
Shares7.5K
Event2026-03-31
Filed2026-04-27
IWF
Ishares Russell 1000 Growth ET
New
Shares7.5K
Event2026-03-31
Filed2026-04-27
DIS
Walt Disney Co
New
Shares33.2K
Event2026-03-31
Filed2026-04-27
EMR
Emerson Electric Co
New
Shares24.4K
Event2026-03-31
Filed2026-04-27
ASML
ASML Holding NV ADR
New
Shares2.4K
Event2026-03-31
Filed2026-04-27
VEA
Vanguard Developed Markets Ind
New
Shares49.0K
Event2026-03-31
Filed2026-04-27
IWR
Ishares Tr Russell Midcap ETF
New
Shares31.8K
Event2026-03-31
Filed2026-04-27
DE
Deere & Co
New
Shares5.5K
Event2026-03-31
Filed2026-04-27
ROK
Rockwell Automation Inc
New
Shares8.5K
Event2026-03-31
Filed2026-04-27
COP
ConocoPhillips
New
Shares23.1K
Event2026-03-31
Filed2026-04-27
Arista Networks Inc
Arista Networks Inc
New
Shares24.6K
Event2026-03-31
Filed2026-04-27
ADP
Automatic Data Processing
New
Shares14.8K
Event2026-03-31
Filed2026-04-27
HLT
Hilton Worldwide Hldgs Inc
New
Shares9.9K
Event2026-03-31
Filed2026-04-27
JCI
Johnson Ctls Intl Plc ADR
New
Shares22.7K
Event2026-03-31
Filed2026-04-27
PH
Parker Hannifin Corp
New
Shares3.3K
Event2026-03-31
Filed2026-04-27
Blackrock Inc
Blackrock Inc
New
Shares3.0K
Event2026-03-31
Filed2026-04-27
HIG
Hartford Insurance Group Inc
New
Shares21.5K
Event2026-03-31
Filed2026-04-27
COF
Capital One Financial
New
Shares15.7K
Event2026-03-31
Filed2026-04-27
BA
Boeing Co
New
Shares14.2K
Event2026-03-31
Filed2026-04-27
CSX
CSX Corp
New
Shares68.8K
Event2026-03-31
Filed2026-04-27
NEM
Newmont Mining Corp New
New
Shares25.4K
Event2026-03-31
Filed2026-04-27
LPLA
LPL Finl Hldgs Inc
New
Shares9.1K
Event2026-03-31
Filed2026-04-27
ITW
Illinois Tool Works Inc
New
Shares10.5K
Event2026-03-31
Filed2026-04-27
Seagate Technology Hldngs Plc
Seagate Technology Hldngs Plc
New
Shares6.9K
Event2026-03-31
Filed2026-04-27
MCO
Moodys Corp
New
Shares6.2K
Event2026-03-31
Filed2026-04-27
SO
Southern Co
New
Shares28.1K
Event2026-03-31
Filed2026-04-27
SMFG
Sumitomo Mitsui ADR
New
Shares136.3K
Event2026-03-31
Filed2026-04-27
PANW
Palo Alto Networks Inc
New
Shares16.6K
Event2026-03-31
Filed2026-04-27
QUAL
Ishares Edge MSCI USA Quality
New
Shares13.9K
Event2026-03-31
Filed2026-04-27
Duke Energy Corp
Duke Energy Corp
New
Shares20.3K
Event2026-03-31
Filed2026-04-27
TT
Trane Technologies PLC
New
Shares6.4K
Event2026-03-31
Filed2026-04-27
EW
Edwards Lifesciences Corporati
New
Shares32.2K
Event2026-03-31
Filed2026-04-27
PLD
Prologis Inc
New
Shares19.4K
Event2026-03-31
Filed2026-04-27
VNT
Vontier Corporation
New
Shares70.6K
Event2026-03-31
Filed2026-04-27
SBUX
Starbucks Corp
New
Shares27.6K
Event2026-03-31
Filed2026-04-27
MPC
Marathon Petroleum Corp
New
Shares10.1K
Event2026-03-31
Filed2026-04-27
MET
MetLife Inc
New
Shares34.8K
Event2026-03-31
Filed2026-04-27
HSY
Hershey Co
New
Shares11.8K
Event2026-03-31
Filed2026-04-27
ORLY
O Reilly Automotive, Inc.
New
Shares26.4K
Event2026-03-31
Filed2026-04-27
TRV
Travelers Cos Inc
New
Shares8.4K
Event2026-03-31
Filed2026-04-27
ICE
IntercontinentalExchange Group
New
Shares15.5K
Event2026-03-31
Filed2026-04-27
General Dynamics Corp
General Dynamics Corp
New
Shares7.1K
Event2026-03-31
Filed2026-04-27
VWO
Vanguard MSCI Emerging Markets
New
Shares44.1K
Event2026-03-31
Filed2026-04-27
AFL
AFLAC Inc
New
Shares21.2K
Event2026-03-31
Filed2026-04-27
Citigroup Inc
Citigroup Inc
New
Shares20.2K
Event2026-03-31
Filed2026-04-27
MO
Altria Group Inc
New
Shares34.6K
Event2026-03-31
Filed2026-04-27
KMI
Kinder Morgan Inc
New
Shares67.7K
Event2026-03-31
Filed2026-04-27
NSC
Norfolk Southern Corp
New
Shares7.7K
Event2026-03-31
Filed2026-04-27
NVS
Novartis AG ADR
New
Shares14.5K
Event2026-03-31
Filed2026-04-27
PGR
Progressive Corp Ohio
New
Shares11.1K
Event2026-03-31
Filed2026-04-27
MMM
3M Company
New
Shares15.1K
Event2026-03-31
Filed2026-04-27
OMC
Omnicom Group Inc
New
Shares29.1K
Event2026-03-31
Filed2026-04-27
NOC
Northrop Grumman Corp
New
Shares3.2K
Event2026-03-31
Filed2026-04-27
CMCSA
Comcast Corp Cl A
New
Shares76.0K
Event2026-03-31
Filed2026-04-27
PNC
PNC Financial Services Group
New
Shares10.5K
Event2026-03-31
Filed2026-04-27
STT
State Street Corp
New
Shares17.2K
Event2026-03-31
Filed2026-04-27
VRTX
Vertex Pharmaceuticals Inc
New
Shares4.8K
Event2026-03-31
Filed2026-04-27
WELL
Welltower Op Inc
New
Shares10.5K
Event2026-03-31
Filed2026-04-27
GWW
Grainger W.W. Inc
New
Shares1.9K
Event2026-03-31
Filed2026-04-27
KR
Kroger Co
New
Shares28.2K
Event2026-03-31
Filed2026-04-27
AZO
Autozone Inc
New
Shares599
Event2026-03-31
Filed2026-04-27
Cigna Group
Cigna Group
New
Shares7.5K
Event2026-03-31
Filed2026-04-27
MSI
Motorola Solutions Inc
New
Shares4.6K
Event2026-03-31
Filed2026-04-27
TMUS
T-Mobile US Inc
New
Shares9.5K
Event2026-03-31
Filed2026-04-27
PSX
Phillips 66
New
Shares11.0K
Event2026-03-31
Filed2026-04-27
ALL
Allstate Corp
New
Shares9.5K
Event2026-03-31
Filed2026-04-27
TE Connectivity Ltd
TE Connectivity Ltd
New
Shares9.3K
Event2026-03-31
Filed2026-04-27
USB
U.S. Bancorp
New
Shares37.1K
Event2026-03-31
Filed2026-04-27
XLG
Invesco S&P 500 Top 50 ETF
New
Shares35.2K
Event2026-03-31
Filed2026-04-27
GM
General Motors Co
New
Shares25.4K
Event2026-03-31
Filed2026-04-27
NOW
ServiceNow, Inc.
New
Shares18.0K
Event2026-03-31
Filed2026-04-27
EBAY
eBay Inc
New
Shares20.6K
Event2026-03-31
Filed2026-04-27
VTV
Vanguard Index Trust Value MFC
New
Shares9.5K
Event2026-03-31
Filed2026-04-27
HCA
HCA Holdings Inc
New
Shares4.0K
Event2026-03-31
Filed2026-04-27
TFC
Truist Finl Corp
New
Shares40.5K
Event2026-03-31
Filed2026-04-27
DEM
Wisdomtree ETF Emerging Market
New
Shares36.9K
Event2026-03-31
Filed2026-04-27
SSNC
SS&C Technologies Holdings Inc
New
Shares26.9K
Event2026-03-31
Filed2026-04-27
Blackstone Group Inc
Blackstone Group Inc
New
Shares15.7K
Event2026-03-31
Filed2026-04-27
TDG
TransDigm Group Inc
New
Shares1.5K
Event2026-03-31
Filed2026-04-27
GLW
Corning Inc
New
Shares13.2K
Event2026-03-31
Filed2026-04-27
VLO
Valero Energy Corp
New
Shares7.2K
Event2026-03-31
Filed2026-04-27
NTRS
Northern Trust
New
Shares12.5K
Event2026-03-31
Filed2026-04-27
SPG
Simon Ppty Group Inc
New
Shares9.3K
Event2026-03-31
Filed2026-04-27
PWR
Quanta Services Inc
New
Shares3.2K
Event2026-03-31
Filed2026-04-27
VB
Vanguard Small-Cap MFC
New
Shares6.5K
Event2026-03-31
Filed2026-04-27
MAR
Marriott Intl Inc New Cl A
New
Shares5.2K
Event2026-03-31
Filed2026-04-27
DOW
Dow Inc
New
Shares40.8K
Event2026-03-31
Filed2026-04-27
RDY
Dr Reddys Lab Ltd ADR Repstg 1
New
Shares122.8K
Event2026-03-31
Filed2026-04-27
WMB
Williams Co
New
Shares23.3K
Event2026-03-31
Filed2026-04-27
IXN
iShares Global Tech ETF
New
Shares17.0K
Event2026-03-31
Filed2026-04-27
XLK
State Street Technology Select
New
Shares12.8K
Event2026-03-31
Filed2026-04-27
MUFG
Mitsubishi UFJ Finl Group ADR
New
Shares98.8K
Event2026-03-31
Filed2026-04-27
CRWD
Crowdstrike Hldgs Inc Cl A
New
Shares4.3K
Event2026-03-31
Filed2026-04-27
EQIX
Equinix Inc
New
Shares1.7K
Event2026-03-31
Filed2026-04-27
UBER
Uber Technologies Inc
New
Shares23.1K
Event2026-03-31
Filed2026-04-27
SHEL
Shell PLC- Adr
New
Shares17.8K
Event2026-03-31
Filed2026-04-27
Cencora Inc
Cencora Inc
New
Shares5.3K
Event2026-03-31
Filed2026-04-27
FDX
Fedex Corp
New
Shares4.6K
Event2026-03-31
Filed2026-04-27
CBRE
CB Richard Ellis Group Inc A
New
Shares11.9K
Event2026-03-31
Filed2026-04-27
CTVA
Corteva Inc
New
Shares19.1K
Event2026-03-31
Filed2026-04-27
CEG
Constellation Energy Corp
New
Shares5.7K
Event2026-03-31
Filed2026-04-27
FANG
Diamondback Energy Inc
New
Shares8.1K
Event2026-03-31
Filed2026-04-27
TGT
Target Corp
New
Shares13.2K
Event2026-03-31
Filed2026-04-27
RIO
Rio Tinto PLC ADR
New
Shares17.0K
Event2026-03-31
Filed2026-04-27
VTR
Ventas Inc
New
Shares19.4K
Event2026-03-31
Filed2026-04-27
DELL
Dell Technologies Inc C
New
Shares9.5K
Event2026-03-31
Filed2026-04-27
CTAS
Cintas Corp
New
Shares9.2K
Event2026-03-31
Filed2026-04-27
MCHP
Microchip Technology Inc
New
Shares24.0K
Event2026-03-31
Filed2026-04-27
IWD
Ishares Tr Russell 1000 Value
New
Shares7.2K
Event2026-03-31
Filed2026-04-27
NDAQ
Nasdaq Stock Market Inc Accred
New
Shares18.1K
Event2026-03-31
Filed2026-04-27
SouthState Bank Corp
SouthState Bank Corp
New
Shares16.6K
Event2026-03-31
Filed2026-04-27
CDNS
Cadence Design Systems Inc
New
Shares5.5K
Event2026-03-31
Filed2026-04-27
BSX
Boston Scientific Corp
New
Shares24.2K
Event2026-03-31
Filed2026-04-27
KB
KB Financial Group Inc ADR
New
Shares15.2K
Event2026-03-31
Filed2026-04-27
EOG
EOG Resources Inc
New
Shares10.5K
Event2026-03-31
Filed2026-04-27
BHP
BHP Billiton LTD ADR
New
Shares20.7K
Event2026-03-31
Filed2026-04-27
IVOO
Vanguard S&P Mid-Cap 400 ETF
New
Shares13.1K
Event2026-03-31
Filed2026-04-27
AEP
American Electric Power Co Inc
New
Shares11.3K
Event2026-03-31
Filed2026-04-27
MSCI
MSCI Inc Com
New
Shares2.8K
Event2026-03-31
Filed2026-04-27
RSG
Republic Services Inc
New
Shares6.8K
Event2026-03-31
Filed2026-04-27
VRSK
Verisk Analytics Inc
New
Shares7.8K
Event2026-03-31
Filed2026-04-27
HSBC
HSBC Holdings PLC ADR
New
Shares17.8K
Event2026-03-31
Filed2026-04-27
TM
Toyota Motor Corp ADR
New
Shares7.1K
Event2026-03-31
Filed2026-04-27
ED
Consolidated Edison Inc
New
Shares12.9K
Event2026-03-31
Filed2026-04-27
SLB
SLB Limited
New
Shares28.4K
Event2026-03-31
Filed2026-04-27
YUM
Yum! Brands Inc
New
Shares9.4K
Event2026-03-31
Filed2026-04-27
BALL
Ball Corporation
New
Shares24.7K
Event2026-03-31
Filed2026-04-27
TDY
Teledyne Technologies Inc
New
Shares2.4K
Event2026-03-31
Filed2026-04-27
MMC
Marsh
New
Shares8.2K
Event2026-03-31
Filed2026-04-27
RCL
Royal Caribbean Cruises
New
Shares5.1K
Event2026-03-31
Filed2026-04-27
ELV
Elevance Health Inc
New
Shares4.8K
Event2026-03-31
Filed2026-04-27
FCX
Freeport-McMoran Inc Cl B
New
Shares23.7K
Event2026-03-31
Filed2026-04-27
WDC
Western Digital Corp
New
Shares5.1K
Event2026-03-31
Filed2026-04-27
BTI
British Amer Tobacco PLC ADR
New
Shares23.5K
Event2026-03-31
Filed2026-04-27
BMY
Bristol Myers Squibb Co
New
Shares22.5K
Event2026-03-31
Filed2026-04-27
VV
Vanguard Large-Cap MFC
New
Shares4.5K
Event2026-03-31
Filed2026-04-27
XPO
XPO Inc
New
Shares7.0K
Event2026-03-31
Filed2026-04-27
VGT
Vanguard Information Technolog
New
Shares1.9K
Event2026-03-31
Filed2026-04-27
CIEN
Ciena Corp
New
Shares3.5K
Event2026-03-31
Filed2026-04-27
KEYS
Keysight Technologies Inc
New
Shares4.8K
Event2026-03-31
Filed2026-04-27
ALB
Albemarle Corp
New
Shares7.4K
Event2026-03-31
Filed2026-04-27
APP
AppLovin Corp Cl A
New
Shares3.3K
Event2026-03-31
Filed2026-04-27
ROST
Ross Stores
New
Shares6.0K
Event2026-03-31
Filed2026-04-27
Medtronic Plc ADR
Medtronic Plc ADR
New
Shares14.8K
Event2026-03-31
Filed2026-04-27
UMC
United Microelectronics Corp A
New
Shares143.0K
Event2026-03-31
Filed2026-04-27
TotalEnergies SE
TotalEnergies SE
New
Shares14.1K
Event2026-03-31
Filed2026-04-27
EQT Corp
EQT Corp
New
Shares20.1K
Event2026-03-31
Filed2026-04-27
PCAR
Paccar Inc
New
Shares10.9K
Event2026-03-31
Filed2026-04-27
BR
Broadridge Financial Solutions
New
Shares7.7K
Event2026-03-31
Filed2026-04-27
NVO
Novo Nordisk A/S ADR
New
Shares34.2K
Event2026-03-31
Filed2026-04-27
AIG
American International Group I
New
Shares16.6K
Event2026-03-31
Filed2026-04-27
SNDK
Sandisk Corp
New
Shares1.9K
Event2026-03-31
Filed2026-04-27
QDEF
FlexShares Quality Dividend De
New
Shares15.3K
Event2026-03-31
Filed2026-04-27
MPWR
Monolithic Pwr Sys Inc
New
Shares1.1K
Event2026-03-31
Filed2026-04-27
UBS
UBS Group Ag
New
Shares31.0K
Event2026-03-31
Filed2026-04-27
CVS
CVS Health Corp
New
Shares16.7K
Event2026-03-31
Filed2026-04-27
EA
Electronic Arts Inc
New
Shares5.9K
Event2026-03-31
Filed2026-04-27
TRGP
Targa Resources Corp.
New
Shares4.7K
Event2026-03-31
Filed2026-04-27
DOV
Dover Corporation
New
Shares5.7K
Event2026-03-31
Filed2026-04-27
XEL
Xcel Energy Inc
New
Shares14.9K
Event2026-03-31
Filed2026-04-27
BIIB
Biogen Idec Inc
New
Shares6.4K
Event2026-03-31
Filed2026-04-27
HWM
Howmet Aerospace Inc
New
Shares5.0K
Event2026-03-31
Filed2026-04-27
CARR
Carrier Global Corporation
New
Shares20.6K
Event2026-03-31
Filed2026-04-27
LNG
Cheniere Energy Inc
New
Shares4.1K
Event2026-03-31
Filed2026-04-27
URI
United Rentals Inc
New
Shares1.6K
Event2026-03-31
Filed2026-04-27
REGN
Regeneron Pharmaceuticals
New
Shares1.5K
Event2026-03-31
Filed2026-04-27
VIOO
Vanguard S&P Small-Cap 600 ETF
New
Shares9.9K
Event2026-03-31
Filed2026-04-27
GLD
SPDR Gold Tr MFC
New
Shares2.6K
Event2026-03-31
Filed2026-04-27
SONY
Sony Corp ADR
New
Shares54.4K
Event2026-03-31
Filed2026-04-27
IX
Orix Corp ADR
New
Shares37.4K
Event2026-03-31
Filed2026-04-27
CNP
Centerpoint Energy Inc
New
Shares26.0K
Event2026-03-31
Filed2026-04-27
AMP
Ameriprise Financial Inc
New
Shares2.5K
Event2026-03-31
Filed2026-04-27
DVN
Devon Energy Corporation New
New
Shares22.2K
Event2026-03-31
Filed2026-04-27
ILMN
Illumina Inc
New
Shares9.0K
Event2026-03-31
Filed2026-04-27
LH
Labcorp Holdings Inc
New
Shares4.2K
Event2026-03-31
Filed2026-04-27
Aegon Ltd ADR
Aegon Ltd ADR
New
Shares152.9K
Event2026-03-31
Filed2026-04-27
BABA
Alibaba Group Hldg Ltd ADR
New
Shares8.7K
Event2026-03-31
Filed2026-04-27
SNPS
Synopsys Inc
New
Shares2.8K
Event2026-03-31
Filed2026-04-27
CIG
Companhia Energetica De Minas
New
Shares456.8K
Event2026-03-31
Filed2026-04-27
Aon PLC SHS CL A
Aon PLC SHS CL A
New
Shares3.4K
Event2026-03-31
Filed2026-04-27
SAN
Banco Santander S/A ADR
New
Shares96.0K
Event2026-03-31
Filed2026-04-27
SPYV
State Street SPDR S&P 500 Valu
New
Shares19.1K
Event2026-03-31
Filed2026-04-27
JBL
Jabil Circuit Inc
New
Shares4.0K
Event2026-03-31
Filed2026-04-27
LHX
L3harris Technologies Inc
New
Shares3.1K
Event2026-03-31
Filed2026-04-27
APD
Air Products and Chemicals Inc
New
Shares3.6K
Event2026-03-31
Filed2026-04-27
ADSK
Autodesk Inc
New
Shares4.4K
Event2026-03-31
Filed2026-04-27
IWB
Ishares Russell 1000 Index
New
Shares2.9K
Event2026-03-31
Filed2026-04-27
ETR
Entergy Corp
New
Shares9.3K
Event2026-03-31
Filed2026-04-27
IYW
Ishares Trust Dow Jones US Tec
New
Shares5.7K
Event2026-03-31
Filed2026-04-27
SRE
Sempra Energy Inc
New
Shares10.6K
Event2026-03-31
Filed2026-04-27
DTE
DTE Energy Co
New
Shares7.0K
Event2026-03-31
Filed2026-04-27
ING
ING Groep N V ADR
New
Shares39.3K
Event2026-03-31
Filed2026-04-27
Ishares Gold Tr
Ishares Gold Tr
New
Shares11.6K
Event2026-03-31
Filed2026-04-27
XYL
Xylem Inc
New
Shares8.5K
Event2026-03-31
Filed2026-04-27
SCHB
Schwab U.S. Broad Market ETF
New
Shares40.4K
Event2026-03-31
Filed2026-04-27
CHRW
CH Robinson Worldwide Inc New
New
Shares6.0K
Event2026-03-31
Filed2026-04-27
Qnity Electronics Inc
Qnity Electronics Inc
New
Shares8.7K
Event2026-03-31
Filed2026-04-27
CAH
Cardinal Health Inc
New
Shares4.7K
Event2026-03-31
Filed2026-04-27
EXC
Exelon Corp
New
Shares20.2K
Event2026-03-31
Filed2026-04-27
NRG
NRG Energy Inc
New
Shares6.8K
Event2026-03-31
Filed2026-04-27
WSM
Williams-Sonoma Inc
New
Shares5.4K
Event2026-03-31
Filed2026-04-27
ADM
Archer-Daniels Midland Co
New
Shares13.5K
Event2026-03-31
Filed2026-04-27
VIG
Vanguard Dividend Appreciation
New
Shares4.6K
Event2026-03-31
Filed2026-04-27
IWS
Ishares Tr Russell Midcap Valu
New
Shares6.7K
Event2026-03-31
Filed2026-04-27
OMF
Onemain Hldgs Inc
New
Shares18.1K
Event2026-03-31
Filed2026-04-27
Coherent Corp
Coherent Corp
New
Shares4.0K
Event2026-03-31
Filed2026-04-27
FSLR
First Solar
New
Shares4.9K
Event2026-03-31
Filed2026-04-27
ODFL
Old Dominion Freight Line Inc
New
Shares4.9K
Event2026-03-31
Filed2026-04-27
IFF
International Flavors & Fragra
New
Shares13.2K
Event2026-03-31
Filed2026-04-27
MTD
Mettler Toledo International I
New
Shares759
Event2026-03-31
Filed2026-04-27
DHI
D R Horton Inc
New
Shares7.0K
Event2026-03-31
Filed2026-04-27
MNST
Monster Beverage Corp
New
Shares13.1K
Event2026-03-31
Filed2026-04-27
PYPL
Paypal Holdings Inc
New
Shares21.0K
Event2026-03-31
Filed2026-04-27
O
Realty Income Corp
New
Shares15.5K
Event2026-03-31
Filed2026-04-27
RRX
Regal Rexnord Corporation
New
Shares5.0K
Event2026-03-31
Filed2026-04-27
KMB
Kimberly-Clark Corp
New
Shares9.8K
Event2026-03-31
Filed2026-04-27
PEG
Public Service Enterprise Grou
New
Shares11.5K
Event2026-03-31
Filed2026-04-27
VLUE
iShares Edge MSCI USA Value Fa
New
Shares6.5K
Event2026-03-31
Filed2026-04-27
IRM
Iron Mountain Inc.
New
Shares9.1K
Event2026-03-31
Filed2026-04-27
DLR
Digital Rlty Tr Inc
New
Shares5.1K
Event2026-03-31
Filed2026-04-27
WEC Energy Group Inc
WEC Energy Group Inc
New
Shares8.0K
Event2026-03-31
Filed2026-04-27
Dupont De Nemours Inc
Dupont De Nemours Inc
New
Shares20.1K
Event2026-03-31
Filed2026-04-27
SHG
Shinhan Financial Group Co LTD
New
Shares15.0K
Event2026-03-31
Filed2026-04-27
A
Agilent Technologies
New
Shares8.0K
Event2026-03-31
Filed2026-04-27
VST
Vistra Energy Corp
New
Shares6.1K
Event2026-03-31
Filed2026-04-27
NUE
Nucor Corportion
New
Shares5.4K
Event2026-03-31
Filed2026-04-27
WBD
Warner Bros Discovery Inc Cl A
New
Shares33.1K
Event2026-03-31
Filed2026-04-27
BRO
Brown & Brown Inc
New
Shares13.7K
Event2026-03-31
Filed2026-04-27
PSK
State Street SPDR ICE Preferre
New
Shares28.8K
Event2026-03-31
Filed2026-04-27
FTNT
Fortinet Inc
New
Shares10.8K
Event2026-03-31
Filed2026-04-27
Ferguson Enterprises Inc
Ferguson Enterprises Inc
New
Shares3.8K
Event2026-03-31
Filed2026-04-27
GRMN
Garmin Ltd
New
Shares3.8K
Event2026-03-31
Filed2026-04-27
VMC
Vulcan Materials Inc
New
Shares3.2K
Event2026-03-31
Filed2026-04-27
SCHV
Schwab U.S. Large-Cap Value ET
New
Shares28.6K
Event2026-03-31
Filed2026-04-27
GOVT
iShares Core US Treasury
New
Shares37.9K
Event2026-03-31
Filed2026-04-27
CFG
Citizens Finl Group Inc
New
Shares14.3K
Event2026-03-31
Filed2026-04-27
BKR
Baker Hughes A GE Co
New
Shares14.0K
Event2026-03-31
Filed2026-04-27
OKE
Oneok Inc
New
Shares9.4K
Event2026-03-31
Filed2026-04-27
First Ctzns Bancshares Inc N C
First Ctzns Bancshares Inc N C
New
Shares446
Event2026-03-31
Filed2026-04-27
AWK
American Water Works Co Inc
New
Shares6.1K
Event2026-03-31
Filed2026-04-27
HST
Host Hotels and Resorts
New
Shares43.4K
Event2026-03-31
Filed2026-04-27
TPR
Tapestry Inc
New
Shares5.9K
Event2026-03-31
Filed2026-04-27
CMS
CMS Energy Corp
New
Shares10.6K
Event2026-03-31
Filed2026-04-27
D
Dominion Resources Inc
New
Shares13.3K
Event2026-03-31
Filed2026-04-27
IDXX
Idexx Labs Inc
New
Shares1.5K
Event2026-03-31
Filed2026-04-27
CHD
Church & Dwight Co Inc
New
Shares8.7K
Event2026-03-31
Filed2026-04-27
FIX
Comfort Sys USA Inc
New
Shares589
Event2026-03-31
Filed2026-04-27
DVY
Ishares Dow Jones Select Div I
New
Shares5.3K
Event2026-03-31
Filed2026-04-27
VYM
Vanguard High Dividend Yield E
New
Shares5.4K
Event2026-03-31
Filed2026-04-27
KKR and Co Inc
KKR and Co Inc
New
Shares8.6K
Event2026-03-31
Filed2026-04-27
WAB
Westinghouse Air Brake Tech Co
New
Shares3.2K
Event2026-03-31
Filed2026-04-27
NACP
Impact Shares NAACP Minority E
New
Shares16.4K
Event2026-03-31
Filed2026-04-27
F
Ford Motor Co Del
New
Shares68.5K
Event2026-03-31
Filed2026-04-27
WOMN
Impact Shares Women's Empowerm
New
Shares19.9K
Event2026-03-31
Filed2026-04-27
DAL
Delta Airlines Inc
New
Shares11.8K
Event2026-03-31
Filed2026-04-27
STLD
Steel Dynamics
New
Shares4.4K
Event2026-03-31
Filed2026-04-27
SGI
Somnigroup International Inc
New
Shares10.5K
Event2026-03-31
Filed2026-04-27
AME
Ametek Inc
New
Shares3.6K
Event2026-03-31
Filed2026-04-27
XLY
State Street Consumer Disc Sel
New
Shares7.0K
Event2026-03-31
Filed2026-04-27
UNM
UNUMProvident Corp
New
Shares10.4K
Event2026-03-31
Filed2026-04-27
SYY
Sysco Corp
New
Shares10.6K
Event2026-03-31
Filed2026-04-27
SCHX
Schwab US Large Cap ETF
New
Shares29.5K
Event2026-03-31
Filed2026-04-27
Unilever PLC ADR
Unilever PLC ADR
New
Shares13.2K
Event2026-03-31
Filed2026-04-27
IWP
Ishares Russell Midcap Growth
New
Shares5.9K
Event2026-03-31
Filed2026-04-27
MLM
Martin Marietta Matls Inc
New
Shares1.3K
Event2026-03-31
Filed2026-04-27
AXON
Axon Enterprise Inc
New
Shares1.8K
Event2026-03-31
Filed2026-04-27
PAYX
Paychex Inc
New
Shares8.0K
Event2026-03-31
Filed2026-04-27
FLEX
Flextronics International
New
Shares11.1K
Event2026-03-31
Filed2026-04-27
MAS
Masco Corp
New
Shares12.1K
Event2026-03-31
Filed2026-04-27
E
Eni SPA ADR
New
Shares12.9K
Event2026-03-31
Filed2026-04-27
Steris Plc
Steris Plc
New
Shares3.3K
Event2026-03-31
Filed2026-04-27
OTIS
Otis Worldwide Corp Com
New
Shares9.4K
Event2026-03-31
Filed2026-04-27
VLTO
Veralto Corp
New
Shares8.2K
Event2026-03-31
Filed2026-04-27
WCC
Wesco International Inc
New
Shares2.6K
Event2026-03-31
Filed2026-04-27
OXY
Occidental Petroleum Corp
New
Shares11.0K
Event2026-03-31
Filed2026-04-27
LAMR
Lamar Advertising Co New Cl A
New
Shares5.6K
Event2026-03-31
Filed2026-04-27
Anglogold Ashanti Limited
Anglogold Ashanti Limited
New
Shares7.3K
Event2026-03-31
Filed2026-04-27
DGX
Quest Diagnostics Inc
New
Shares3.6K
Event2026-03-31
Filed2026-04-27
GHC
GRAHAM HLDGS CO COM CL B
New
Shares668
Event2026-03-31
Filed2026-04-27
UPS
United Parcel Service Inc Cl B
New
Shares7.1K
Event2026-03-31
Filed2026-04-27
XLF
State Street Financial Select
New
Shares14.0K
Event2026-03-31
Filed2026-04-27
SCHM
Schwab U.S. Mid-Cap ETF
New
Shares22.3K
Event2026-03-31
Filed2026-04-27
FMC
FMC Corp
New
Shares40.1K
Event2026-03-31
Filed2026-04-27
PRU
Prudential Financial Inc
New
Shares7.1K
Event2026-03-31
Filed2026-04-27
VOOG
Vanguard S&P 500 Growth ETF
New
Shares1.7K
Event2026-03-31
Filed2026-04-27
CASY
Casey's General Stores
New
Shares938
Event2026-03-31
Filed2026-04-27
Marvell Technology Group Ltd
Marvell Technology Group Ltd
New
Shares6.9K
Event2026-03-31
Filed2026-04-27
ENB
Enbridge Inc ADR
New
Shares12.5K
Event2026-03-31
Filed2026-04-27
ATO
Atmos Energy Corp
New
Shares3.6K
Event2026-03-31
Filed2026-04-27
SHOP
Shopify Inc Cl A
New
Shares5.7K
Event2026-03-31
Filed2026-04-27
UTHR
United Therapeutics Corp
New
Shares1.1K
Event2026-03-31
Filed2026-04-27
WTFC
Wintrust Financial Corporation
New
Shares4.8K
Event2026-03-31
Filed2026-04-27
DRI
Darden Restaurants Inc
New
Shares3.4K
Event2026-03-31
Filed2026-04-27
HAL
Halliburton Co
New
Shares17.0K
Event2026-03-31
Filed2026-04-27
BP
BP PLC Sponsored ADR
New
Shares14.0K
Event2026-03-31
Filed2026-04-27
VT
Vanguard Total World Stock Ind
New
Shares4.8K
Event2026-03-31
Filed2026-04-27
EQH
Equitable Hldgs Inc
New
Shares17.6K
Event2026-03-31
Filed2026-04-27
SPYG
State Street SPDR S&P 500 Grow
New
Shares6.6K
Event2026-03-31
Filed2026-04-27
JLL
Jones Lang Lasalle Inc
New
Shares2.1K
Event2026-03-31
Filed2026-04-27
ALV
Autoliv Inc
New
Shares6.0K
Event2026-03-31
Filed2026-04-27
Barrick Mining Corp
Barrick Mining Corp
New
Shares15.3K
Event2026-03-31
Filed2026-04-27
EME
Emcor Group Inc
New
Shares837
Event2026-03-31
Filed2026-04-27
EMN
Eastman Chemical Co
New
Shares8.1K
Event2026-03-31
Filed2026-04-27
CINF
Cincinnati Financial Corp
New
Shares3.9K
Event2026-03-31
Filed2026-04-27
ROL
Rollins Inc
New
Shares11.4K
Event2026-03-31
Filed2026-04-27
CRH Plc
CRH Plc
New
Shares5.8K
Event2026-03-31
Filed2026-04-27
BDX
Becton Dickinson & Company
New
Shares3.8K
Event2026-03-31
Filed2026-04-27
EXPD
Expeditors Intl Washington
New
Shares4.2K
Event2026-03-31
Filed2026-04-27
ES
Eversource Energy
New
Shares8.7K
Event2026-03-31
Filed2026-04-27
PFG
Principal Financial Group Inc
New
Shares6.7K
Event2026-03-31
Filed2026-04-27
VLY
Valley Natl Bancorp
New
Shares48.6K
Event2026-03-31
Filed2026-04-27
NXPI
NXP Semiconductors ADR
New
Shares3.0K
Event2026-03-31
Filed2026-04-27
VIAV
Viavi Solutions Inc
New
Shares17.7K
Event2026-03-31
Filed2026-04-27
MKL
Markel Group Inc
New
Shares307
Event2026-03-31
Filed2026-04-27
NTAP
Netapp Inc
New
Shares5.7K
Event2026-03-31
Filed2026-04-27
L
Loews Corp
New
Shares5.5K
Event2026-03-31
Filed2026-04-27
Invesco S&P 500 Pure Growth
Invesco S&P 500 Pure Growth
New
Shares12.4K
Event2026-03-31
Filed2026-04-27
R
Ryder Sys Inc
New
Shares2.8K
Event2026-03-31
Filed2026-04-27
MKSI
MKS Inc
New
Shares2.5K
Event2026-03-31
Filed2026-04-27
IBN
Icici Bank LTD ADR
New
Shares22.0K
Event2026-03-31
Filed2026-04-27
LECO
Lincoln Electric Holdings, Inc
New
Shares2.3K
Event2026-03-31
Filed2026-04-27
PKG
Packaging Corp of America
New
Shares2.7K
Event2026-03-31
Filed2026-04-27
AJG
Gallagher Arthur J & Co
New
Shares2.6K
Event2026-03-31
Filed2026-04-27
PPL
PPL Corp
New
Shares14.7K
Event2026-03-31
Filed2026-04-27
FE
Firstenergy Corp
New
Shares11.1K
Event2026-03-31
Filed2026-04-27
MFG
Mizuho Financial Group ADR
New
Shares70.5K
Event2026-03-31
Filed2026-04-27
TSCO
Tractor Supply Company
New
Shares12.3K
Event2026-03-31
Filed2026-04-27
RMD
ResMed Inc
New
Shares2.5K
Event2026-03-31
Filed2026-04-27
COIN
Coinbase Global Inc Cl A
New
Shares3.2K
Event2026-03-31
Filed2026-04-27
ZTS
Zoetis Inc CL A
New
Shares4.6K
Event2026-03-31
Filed2026-04-27
BOKF
Bank of Oklahoma Financial Cor
New
Shares4.2K
Event2026-03-31
Filed2026-04-27
UAL
United Continental Holdings In
New
Shares5.8K
Event2026-03-31
Filed2026-04-27
RSPT
Invesco S&P 500 Equal Weight T
New
Shares11.8K
Event2026-03-31
Filed2026-04-27
VRSN
VeriSign Inc
New
Shares2.2K
Event2026-03-31
Filed2026-04-27
UHAL.B
U-Haul Holding Company Series
New
Shares11.9K
Event2026-03-31
Filed2026-04-27
GFL
GFL Environmental Inc
New
Shares12.7K
Event2026-03-31
Filed2026-04-27
SAP
SAP SE Sponsored ADR
New
Shares3.1K
Event2026-03-31
Filed2026-04-27
LQDA
Liquidia Corp
New
Shares14.0K
Event2026-03-31
Filed2026-04-27
NVR
NVR Inc
New
Shares80
Event2026-03-31
Filed2026-04-27
IT
Gartner Inc
New
Shares3.3K
Event2026-03-31
Filed2026-04-27
GEHC
GE HealthCare Technologies Inc
New
Shares7.4K
Event2026-03-31
Filed2026-04-27
FTV
Fortive Corp
New
Shares9.4K
Event2026-03-31
Filed2026-04-27
Bunge Global SA
Bunge Global SA
New
Shares4.1K
Event2026-03-31
Filed2026-04-27
EXPE
Expedia Inc
New
Shares2.3K
Event2026-03-31
Filed2026-04-27
RF
Regions Financial Corporation
New
Shares19.9K
Event2026-03-31
Filed2026-04-27
CMG
Chipotle Mexican Grill Inc
New
Shares16.2K
Event2026-03-31
Filed2026-04-27
IR
Ingersoll Rand Inc Com
New
Shares6.5K
Event2026-03-31
Filed2026-04-27
OC
Owens Corning New
New
Shares4.8K
Event2026-03-31
Filed2026-04-27
EVR
Evercore Partners Inc Cl A
New
Shares1.7K
Event2026-03-31
Filed2026-04-27
VNO
Vornado Realty Trust
New
Shares19.5K
Event2026-03-31
Filed2026-04-27
STIP
Ishares 0-5 year TIPS Bond ETF
New
Shares4.9K
Event2026-03-31
Filed2026-04-27
HPE
Hewlett Packard Enterprise Co
New
Shares21.2K
Event2026-03-31
Filed2026-04-27
CBOE
CBOE Hldgs Inc
New
Shares1.8K
Event2026-03-31
Filed2026-04-27
VTRS
Viatris Inc
New
Shares37.0K
Event2026-03-31
Filed2026-04-27
AMG
Affiliated Managers Group Inc
New
Shares1.8K
Event2026-03-31
Filed2026-04-27
TRU
TransUnion
New
Shares7.1K
Event2026-03-31
Filed2026-04-27
RJF
Raymond James Financial Inc
New
Shares3.4K
Event2026-03-31
Filed2026-04-27
IQV
Iqvia Holdings Inc
New
Shares2.9K
Event2026-03-31
Filed2026-04-27
MTB
M & T Bank Corp
New
Shares2.4K
Event2026-03-31
Filed2026-04-27
JHG
Janus Henderson Group Plc ADR
New
Shares9.5K
Event2026-03-31
Filed2026-04-27
DIA
State Street SPDR DJIA Trust E
New
Shares1.1K
Event2026-03-31
Filed2026-04-27
AEE
Ameren Corp
New
Shares4.4K
Event2026-03-31
Filed2026-04-27
RS
Reliance Inc
New
Shares1.6K
Event2026-03-31
Filed2026-04-27

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available