Sponsored

The Analysis of Gryphon Financial Partners LLC's Holdings & P&L

Currently, Gryphon Financial Partners LLC holds 360 types of securities in its portfolio with a total value $954.3M. In the most recent quarter, they have increased their positions in IVOG (+134.8K shares, valued at $16.9M), NVDA (+22.0K shares, valued at $3.8M), WMS (+27.4K shares, valued at $3.8M); decreased their positions in IVV (-3.7K shares, valued at $2.4M), VTI (-4.2K shares, valued at $1.3M), SPY (-2.0K shares, valued at $1.3M); initiated new positions in WMS (+27.4K shares, valued at $3.8M), BGIG (+61.6K shares, valued at $2.0M), MYCH (+76.4K shares, valued at $1.9M).

1M P&L

+22.9M+2.37%

3M P&L

+13.9M+1.43%

HY P&L

+49.4M+5.25%

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/A411.0M

46.1%

2Consumer Electronics45.4M

5.1%

3Semiconductors38.2M

4.3%

Top Industries by Stock Count

1N/A98 stocks

29.6%

2Software - Application13 stocks

3.9%

3Software - Infrastructure10 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR294.2K shares-1.26%2026-03-312026-05-06

AAPL APPLE INC177.9K shares6.18%2026-03-312026-05-06

VTI VANGUARD INDEX FDS109.3K shares-3.68%2026-03-312026-05-06

WBD WARNER BROS DISCOVERY INC1.1M shares0.25%2026-03-312026-05-06

NVDA NVIDIA CORPORATION164.5K shares15.42%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T36.5K shares-5.15%2026-03-312026-05-06

MSFT MICROSOFT CORP59.8K shares11.06%2026-03-312026-05-06

ABBV ABBVIE INC91.0K shares2.32%2026-03-312026-05-06

Sponsored

SHOP SHOPIFY INC152.8K shares3.49%2026-03-312026-05-06

META META PLATFORMS INC30.7K shares5.04%2026-03-312026-05-06

IVOG VANGUARD ADMIRAL FDS INC139.6K shares2790.89%2026-03-312026-05-06

ACWI ISHARES TR120.3K shares1.30%2026-03-312026-05-06

TRGP TARGA RES CORP63.8K shares0.06%2026-03-312026-05-06

AMZN AMAZON COM INC73.1K shares7.54%2026-03-312026-05-06

ALPHABET INC ALPHABET INC49.8K shares12.20%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL28.4K shares1.45%2026-03-312026-05-06

Sponsored

ABT ABBOTT LABORATORIES121.9K shares1.35%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO36.5K shares5.33%2026-03-312026-05-06

BROADCOM INC BROADCOM INC29.6K shares13.58%2026-03-312026-05-06

PG PROCTER & GAMBLE CO62.5K shares-10.84%2026-03-312026-05-06

WMT WALMART INC66.9K shares6.49%2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC29.7K shares-1.10%2026-03-312026-05-06

IVW ISHARES TR64.7K shares5.48%2026-03-312026-05-06

BSCR INVESCO EXCH TRD SLF IDX FD331.3K shares0.00%2026-03-312026-05-06

Sponsored

IJH ISHARES TR93.8K shares3.15%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON24.1K shares8.65%2026-03-312026-05-06

XOM EXXON MOBIL CORP31.9K shares4.68%2026-03-312026-05-06

EFA ISHARES TR54.9K shares3.47%2026-03-312026-05-06

ALPHABET INC ALPHABET INC18.3K shares5.58%2026-03-312026-05-06

LLY ELI LILLY & CO5.7K shares8.94%2026-03-312026-05-06

MA MASTERCARD INCORPORATED10.2K shares9.57%2026-03-312026-05-06

IWR ISHARES TR51.8K shares7.31%2026-03-312026-05-06

Sponsored

COST COSTCO WHOLESALE CORPORATION4.9K shares6.56%2026-03-312026-05-06

TSLA TESLA INC12.8K shares10.42%2026-03-312026-05-06

IXUS ISHARES TR54.0K shares3.88%2026-03-312026-05-06

V VISA INC13.5K shares6.51%2026-03-312026-05-06

AEP AMERICAN ELEC PWR CO INC30.9K shares3.41%2026-03-312026-05-06

CVX CHEVRON CORPORATION19.2K shares1.79%2026-03-312026-05-06

CRWV COREWEAVE INC49.7K shares0.04%2026-03-312026-05-06

WMS ADVANCED DRAIN SYS INC DEL27.4K sharesnew addition2026-03-312026-05-06

Sponsored

IWF ISHARES TR8.6K shares24.34%2026-03-312026-05-06

HD HOME DEPOT INC11.0K shares11.35%2026-03-312026-05-06

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-05-06

AGG ISHARES TR35.7K shares8.56%2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC24.0K shares59.57%2026-03-312026-05-06

NFLX NETFLIX INC.36.5K shares22.77%2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC10.4K shares13.55%2026-03-312026-05-06

EEM ISHARES TR60.3K shares-2.79%2026-03-312026-05-06

Sponsored

IJR ISHARES TR27.5K shares-4.93%2026-03-312026-05-06

IWM ISHARES TR13.0K shares6.47%2026-03-312026-05-06

MCD MCDONALDS CORP10.1K shares12.45%2026-03-312026-05-06

NEE NEXTERA ENERGY INC33.7K shares9.59%2026-03-312026-05-06

IVE ISHARES TR14.7K shares2.10%2026-03-312026-05-06

IEMG ISHARES INC43.3K shares18.02%2026-03-312026-05-06

GE AEROSPACE GE AEROSPACE10.6K shares10.62%2026-03-312026-05-06

CAT CATERPILLAR INC4.1K shares23.85%2026-03-312026-05-06

Sponsored

VEA VANGUARD TAX-MANAGED FDS41.7K shares12.85%2026-03-312026-05-06

FMAO FARMERS & MERCHANTS BANCORP100.2K shares0.00%2026-03-312026-05-06

IWB ISHARES TR7.2K shares2.52%2026-03-312026-05-06

GEV GE VERNOVA INC2.9K shares11.74%2026-03-312026-05-06

IWD ISHARES TR11.7K shares37.96%2026-03-312026-05-06

MYRG MYR GROUP INC8.8K shares-18.94%2026-03-312026-05-06

AMT AMERICAN TOWER CORP13.7K shares7.87%2026-03-312026-05-06

CSCO CISCO SYS INC30.2K shares12.62%2026-03-312026-05-06

Sponsored

PANW PALO ALTO NETWORKS INC14.1K shares19.05%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR3.8K shares2.04%2026-03-312026-05-06

MU MICRON TECHNOLOGY INC6.2K shares71.35%2026-03-312026-05-06

BAC BANK AMERICA CORP42.8K shares34.66%2026-03-312026-05-06

MPC MARATHON PETE CORP8.5K shares15.02%2026-03-312026-05-06

AMGN AMGEN INC5.9K shares0.36%2026-03-312026-05-06

PH PARKER-HANNIFIN CORP2.3K shares13.70%2026-03-312026-05-06

KO COCA COLA CO26.9K shares17.87%2026-03-312026-05-06

Sponsored

BGIG ETF SER SOLUTIONS61.6K sharesnew addition2026-03-312026-05-06

WM WASTE MGMT INC DEL8.9K shares4.43%2026-03-312026-05-06

LMT LOCKHEED MARTIN CORP3.3K shares7.95%2026-03-312026-05-06

VB VANGUARD INDEX FDS7.6K shares3.54%2026-03-312026-05-06

WFC WELLS FARGO & CO24.0K shares0.48%2026-03-312026-05-06

MYCH SSGA ACTIVE TR76.4K sharesnew addition2026-03-312026-05-06

MS MORGAN STANLEY11.5K shares2.42%2026-03-312026-05-06

COP CONOCOPHILLIPS14.3K shares-3.98%2026-03-312026-05-06

Sponsored

VGT VANGUARD WORLD FD2.6K shares2.02%2026-03-312026-05-06

QUAL ISHARES TR9.3K shares3.46%2026-03-312026-05-06

ALL ALLSTATE CORP8.5K shares6.61%2026-03-312026-05-06

DVY ISHARES TR11.6K shares-19.36%2026-03-312026-05-06

ITOT ISHARES TR12.2K shares0.02%2026-03-312026-05-06

HON HONEYWELL INTL INC7.6K shares11.25%2026-03-312026-05-06

SPGI S&P GLOBAL INC3.8K shares17.36%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC8.0K shares6.07%2026-03-312026-05-06

Sponsored

IQLT ISHARES TR35.1K shares-0.14%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC13.4K shares13.88%2026-03-312026-05-06

PEP PEPSICO INC10.3K shares3.08%2026-03-312026-05-06

BHP BHP BILLITON LIMITED21.9K shares24.52%2026-03-312026-05-06

PLD PROLOGIS INC.11.7K shares9.79%2026-03-312026-05-06

BND VANGUARD BD INDEX FDS20.8K shares-4.46%2026-03-312026-05-06

VNQ VANGUARD INDEX FDS16.7K shares1.22%2026-03-312026-05-06

FITB FIFTH THIRD BANCORP31.2K shares12.65%2026-03-312026-05-06

Sponsored

BLACKROCK INC BLACKROCK INC1.4K shares16.96%2026-03-312026-05-06

FNDX SCHWAB STRATEGIC TR48.0K shares6.60%2026-03-312026-05-06

IEFA ISHARES TR14.5K shares12.99%2026-03-312026-05-06

MELI MERCADOLIBRE INC757 shares28.31%2026-03-312026-05-06

ARISTA NETWORKS INC ARISTA NETWORKS INC10.6K shares37.44%2026-03-312026-05-06

ORCL ORACLE CORP8.8K shares2.07%2026-03-312026-05-06

TMO THERMO FISHER SCIENTIFIC INC2.6K shares10.98%2026-03-312026-05-06

CB CHUBB LTD SWITZ4.0K shares4.28%2026-03-312026-05-06

Sponsored

DY DYCOM INDS INC3.8K shares133.05%2026-03-312026-05-06

EATON CORP PLC EATON CORP PLC3.5K shares5.66%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC25.1K shares19.96%2026-03-312026-05-06

BBBY BED BATH & BEYOND INC270.7K shares0.00%2026-03-312026-05-06

MDY STATE STR SPDR S&P MIDCAP 402.0K shares-1.76%2026-03-312026-05-06

BIP BROOKFIELD INFRASTRUCTURE PA33.9K shares0.00%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC7.3K shares18.24%2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS4.9K shares-1.24%2026-03-312026-05-06

Sponsored

HBAN HUNTINGTON BANCSHARES INC76.2K shares-13.13%2026-03-312026-05-06

LINDE PLC LINDE PLC2.4K shares14.88%2026-03-312026-05-06

NOW SERVICENOW INC11.2K shares7.47%2026-03-312026-05-06

RTX RTX CORPORATION6.0K shares15.37%2026-03-312026-05-06

ASML ASML HLDG NV878 shares-25.47%2026-03-312026-05-06

VUG VANGUARD INDEX FDS2.6K shares8.05%2026-03-312026-05-06

NEM NEWMONT CORP10.6K shares2.35%2026-03-312026-05-06

VO VANGUARD INDEX FDS4.0K shares29.70%2026-03-312026-05-06

Sponsored

UBER UBER TECHNOLOGIES INC15.9K shares8.20%2026-03-312026-05-06

RCL ROYAL CARIBBEAN GROUP4.1K shares9.15%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC1.3K shares21.26%2026-03-312026-05-06

AMAT APPLIED MATLS INC3.1K shares-29.74%2026-03-312026-05-06

VFH VANGUARD WORLD FD8.8K shares0.00%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares-0.34%2026-03-312026-05-06

TXN TEXAS INSTRS INC5.4K shares14.27%2026-03-312026-05-06

CMCSA COMCAST CORP NEW35.7K shares-3.80%2026-03-312026-05-06

Sponsored

T AT&T INC35.3K shares4.18%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F18.8K shares-0.07%2026-03-312026-05-06

DGRW WISDOMTREE TR11.6K shares-8.50%2026-03-312026-05-06

SHW SHERWIN WILLIAMS CO3.1K shares19.60%2026-03-312026-05-06

CQP CHENIERE ENERGY PARTNERS L P14.9K shares0.00%2026-03-312026-05-06

UNP UNION PAC CORP4.0K shares4.16%2026-03-312026-05-06

INTU INTUIT2.2K shares64.80%2026-03-312026-05-06

IWP ISHARES TR7.5K shares9.91%2026-03-312026-05-06

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.3K shares5.65%2026-03-312026-05-06

ANDE ANDERSONS INC13.3K shares0.00%2026-03-312026-05-06

IBDV ISHARES TR43.3K shares155.99%2026-03-312026-05-06

VHT VANGUARD WORLD FD3.5K shares0.00%2026-03-312026-05-06

VBK VANGUARD INDEX FDS3.1K shares0.22%2026-03-312026-05-06

APH AMPHENOL CORP7.5K shares24.47%2026-03-312026-05-06

HSBC HSBC HLDGS PLC11.4K shares12.10%2026-03-312026-05-06

DON WISDOMTREE TR17.8K shares-3.20%2026-03-312026-05-06

Sponsored

DHR DANAHER CORP DEL4.9K shares7.81%2026-03-312026-05-06

TRV TRAVELERS COMPANIES INC3.2K shares10.30%2026-03-312026-05-06

SSP SCRIPPS E W CO OHIO246.3K shares0.00%2026-03-312026-05-06

SPYG SPDR SERIES TRUST9.2K shares-33.11%2026-03-312026-05-06

PWR QUANTA SVCS INC1.6K shares51.69%2026-03-312026-05-06

IBMQ ISHARES TR34.5K shares38.27%2026-03-312026-05-06

PSX PHILLIPS 664.8K shares0.32%2026-03-312026-05-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.5K shares1.48%2026-03-312026-05-06

Sponsored

GILD GILEAD SCIENCES INC6.1K shares23.13%2026-03-312026-05-06

UBS UBS GROUP AG21.4K shares9.95%2026-03-312026-05-06

VRTX VERTEX PHARMACEUTICALS INC1.9K shares-2.06%2026-03-312026-05-06

HOOD ROBINHOOD MKTS INC11.9K shares230.30%2026-03-312026-05-06

SAP SAP SE4.8K shares70.72%2026-03-312026-05-06

HYG ISHARES TR10.2K shares0.00%2026-03-312026-05-06

FTAI AVIATION LTD FTAI AVIATION LTD3.3K sharesnew addition2026-03-312026-05-06

VOT VANGUARD INDEX FDS3.1K shares0.19%2026-03-312026-05-06

Sponsored

IWS ISHARES TR5.4K shares0.00%2026-03-312026-05-06

VONG VANGUARD SCOTTSDALE FDS7.1K sharesnew addition2026-03-312026-05-06

UTHR UNITED THERAPEUTICS CORP DEL1.3K shares11.20%2026-03-312026-05-06

COF CAPITAL ONE FINL CORP4.2K shares-4.33%2026-03-312026-05-06

REET ISHARES TR30.4K shares5.67%2026-03-312026-05-06

SNPS SYNOPSYS INC1.9K shares0.73%2026-03-312026-05-06

BSX BOSTON SCIENTIFIC CORP12.1K shares5.19%2026-03-312026-05-06

VXUS VANGUARD STAR FDS9.8K shares0.00%2026-03-312026-05-06

Sponsored

AXP AMERICAN EXPRESS CO2.5K shares1.47%2026-03-312026-05-06

APA CORPORATION APA CORPORATION17.7K shares11.25%2026-03-312026-05-06

HCA HCA HEALTHCARE INC1.6K shares12.58%2026-03-312026-05-06

BKNG BOOKING HOLDINGS INC174 shares-0.57%2026-03-312026-05-06

NSC NORFOLK SOUTHN CORP2.5K shares3.29%2026-03-312026-05-06

GSK PLC GSK PLC13.1K shares12.58%2026-03-312026-05-06

SHV ISHARES TR6.5K shares0.00%2026-03-312026-05-06

TT TRANE TECHNOLOGIES PLC1.7K shares12.11%2026-03-312026-05-06

Sponsored

MMC MARSH & MCLENNAN COS INC4.1K shares12.38%2026-03-312026-05-06

ISRG INTUITIVE SURGICAL INC1.5K shares11.33%2026-03-312026-05-06

TJX TJX COS INC NEW4.4K shares40.97%2026-03-312026-05-06

LHX L3HARRIS TECHNOLOGIES INC2.0K shares11.09%2026-03-312026-05-06

CSX CSX CORP16.9K shares2.82%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR5.2K shares0.21%2026-03-312026-05-06

PHM PULTE GROUP INC5.8K shares7.89%2026-03-312026-05-06

CEG CONSTELLATION ENERGY CORP2.5K shares1.99%2026-03-312026-05-06

Sponsored

TDG TRANSDIGM GROUP INC592 shares13.63%2026-03-312026-05-06

BSCS INVESCO EXCH TRD SLF IDX FD33.3K sharesnew addition2026-03-312026-05-06

DIS DISNEY WALT CO7.0K shares6.91%2026-03-312026-05-06

SCHW SCHWAB CHARLES CORP7.1K shares25.81%2026-03-312026-05-06

PGR PROGRESSIVE CORP3.4K shares158.86%2026-03-312026-05-06

EMR EMERSON ELEC CO5.0K shares7.42%2026-03-312026-05-06

CRM SALESFORCE INC3.4K shares12.90%2026-03-312026-05-06

HIG HARTFORD INSURANCE GROUP INC4.6K shares-0.26%2026-03-312026-05-06

Sponsored

SHEL SHELL PLC6.7K shares-17.95%2026-03-312026-05-06

SYK STRYKER CORPORATION1.9K shares7.14%2026-03-312026-05-06

XLC SELECT SECTOR SPDR TR5.4K shares0.00%2026-03-312026-05-06

IBDY ISHARES TR22.8K shares34.12%2026-03-312026-05-06

NOBL PROSHARES TR5.5K shares-12.28%2026-03-312026-05-06

QLTY GMO ETF TRUST16.0K shares0.00%2026-03-312026-05-06

SNA SNAP ON INC1.6K shares-0.44%2026-03-312026-05-06

VST VISTRA CORP3.8K shares21.27%2026-03-312026-05-06

Sponsored

KVYO KLAVIYO INC29.2K shares0.00%2026-03-312026-05-06

FDX FEDEX CORP1.5K shares11.45%2026-03-312026-05-06

SPDW SPDR INDEX SHS FDS11.9K sharesnew addition2026-03-312026-05-06

CITIGROUP INC CITIGROUP INC4.7K shares16.12%2026-03-312026-05-06

VLO VALERO ENERGY CORP2.2K shares-3.59%2026-03-312026-05-06

INTC INTEL CORP11.9K shares13.93%2026-03-312026-05-06

WDAY WORKDAY INC4.0K shares6.49%2026-03-312026-05-06

XLE SELECT SECTOR SPDR TR8.6K shares3.18%2026-03-312026-05-06

Sponsored

TSPA T ROWE PRICE ETF INC12.8K shares14.26%2026-03-312026-05-06

SPG SIMON PPTY GROUP INC NEW2.8K shares9.69%2026-03-312026-05-06

TMUS T-MOBILE US INC2.5K shares-39.70%2026-03-312026-05-06

MO ALTRIA GROUP INC7.6K shares89.45%2026-03-312026-05-06

LNG CHENIERE ENERGY INC1.8K shares9.96%2026-03-312026-05-06

CSQ CALAMOS STRATEGIC TOTAL RETU29.0K shares0.00%2026-03-312026-05-06

AMTM AMENTUM HOLDINGS INC18.9K shares15.95%2026-03-312026-05-06

IYF ISHARES TR4.2K shares0.00%2026-03-312026-05-06

Sponsored

IBDX ISHARES TR19.3K shares0.00%2026-03-312026-05-06

AXON AXON ENTERPRISE INC1.1K shares23.14%2026-03-312026-05-06

SPOT SPOTIFY TECHNOLOGY S A984 shares36.67%2026-03-312026-05-06

IBDW ISHARES TR22.7K shares0.00%2026-03-312026-05-06

AER AERCAP HOLDINGS NV3.5K shares-32.22%2026-03-312026-05-06

WWD WOODWARD INC1.3K shares-44.04%2026-03-312026-05-06

VRT VERTIV HOLDINGS CO1.9K shares-13.60%2026-03-312026-05-06

SLB SLB LIMITED9.1K shares18.23%2026-03-312026-05-06

Sponsored

UNILEVER PLC UNILEVER PLC8.2K shares12.33%2026-03-312026-05-06

KR KROGER CO6.4K shares2.12%2026-03-312026-05-06

GOVT ISHARES TR20.1K sharesnew addition2026-03-312026-05-06

RCI ROGERS COMMUNICATIONS INC11.9K sharesnew addition2026-03-312026-05-06

PPG PPG INDS INC4.3K shares-1.29%2026-03-312026-05-06

ADBE ADOBE INC1.9K shares-13.05%2026-03-312026-05-06

LEN LENNAR CORP5.2K shares-12.23%2026-03-312026-05-06

OKE ONEOK INC NEW5.0K shares-0.96%2026-03-312026-05-06

Sponsored

CTAS CINTAS CORP2.6K shares0.04%2026-03-312026-05-06

XTN SPDR SERIES TRUST4.8K shares0.00%2026-03-312026-05-06

F FORD MTR CO37.8K shares-3.08%2026-03-312026-05-06

IBDU ISHARES TR18.4K sharesnew addition2026-03-312026-05-06

ADI ANALOG DEVICES INC1.3K shares26.48%2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP2.0K shares13.58%2026-03-312026-05-06

ITUB ITAU UNIBANCO HLDG S A50.7K sharesnew addition2026-03-312026-05-06

VCIT VANGUARD SCOTTSDALE FDS5.1K shares41.18%2026-03-312026-05-06

Sponsored

AA ALCOA CORP6.3K shares-19.77%2026-03-312026-05-06

ERIC TELEFONAKTIEBOLAGET LM ERICS36.3K sharesnew addition2026-03-312026-05-06

KMI KINDER MORGAN INC DEL12.1K shares4.11%2026-03-312026-05-06

KLAC KLA CORP275 shares16.03%2026-03-312026-05-06

DE DEERE & CO706 shares9.12%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.0K sharesnew addition2026-03-312026-05-06

PSA PUBLIC STORAGE OPER CO1.4K shares2.60%2026-03-312026-05-06

VYMI VANGUARD WHITEHALL FDS4.1K shares34.65%2026-03-312026-05-06

Sponsored

WELL WELLTOWER INC1.9K sharesnew addition2026-03-312026-05-06

VEU VANGUARD INTL EQUITY INDEX F5.1K shares58.65%2026-03-312026-05-06

AJG GALLAGHER ARTHUR J & CO1.7K sharesnew addition2026-03-312026-05-06

BLACKSTONE INC BLACKSTONE INC3.3K shares-26.41%2026-03-312026-05-06

VT VANGUARD INTL EQUITY INDEX F2.7K shares42.38%2026-03-312026-05-06

SM SM ENERGY COMPANY11.9K sharesnew addition2026-03-312026-05-06

PFE PFIZER INC13.2K shares41.90%2026-03-312026-05-06

CDNS CADENCE DESIGN SYSTEM INC1.3K shares56.52%2026-03-312026-05-06

Sponsored

CRH PLC CRH PLC3.5K shares43.67%2026-03-312026-05-06

CBLL CERIBELL INC20.1K shares0.00%2026-03-312026-05-06

ICE INTERCONTINENTAL EXCHANGE IN2.3K shares-26.42%2026-03-312026-05-06

DGX QUEST DIAGNOSTICS INC1.8K shares-0.60%2026-03-312026-05-06

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.1K shares4.02%2026-03-312026-05-06

CRWD CROWDSTRIKE HLDGS INC898 shares18.00%2026-03-312026-05-06

FCX FREEPORT MCMORAN INC6.0K shares5.76%2026-03-312026-05-06

MCK MCKESSON CORP404 shares6.60%2026-03-312026-05-06

Sponsored

CSL CARLISLE COS INC1.0K shares-2.88%2026-03-312026-05-06

RSPT INVESCO EXCHANGE TRADED FD T7.5K shares0.00%2026-03-312026-05-06

FTNT FORTINET INC4.1K shares9.50%2026-03-312026-05-06

IJJ ISHARES TR2.5K shares0.00%2026-03-312026-05-06

MSCI MSCI INC619 shares4.74%2026-03-312026-05-06

PNC PNC FINL SVCS GROUP INC1.6K shares1.52%2026-03-312026-05-06

FTI TECHNIPFMC PLC4.8K sharesnew addition2026-03-312026-05-06

MSI MOTOROLA SOLUTIONS INC759 shares8.12%2026-03-312026-05-06

Sponsored

DIA STATE STR SPDR DOW JONES IND704 shares0.00%2026-03-312026-05-06

LOW LOWES COS INC1.4K shares8.30%2026-03-312026-05-06

NOC NORTHROP GRUMMAN CORP472 shares9.01%2026-03-312026-05-06

IYW ISHARES TR1.8K shares-5.09%2026-03-312026-05-06

FBTC FIDELITY WISE ORIGIN BITCOIN5.4K shares4.81%2026-03-312026-05-06

MCO MOODYS CORP727 shares6.44%2026-03-312026-05-06

KEP KOREA ELEC PWR CORP22.2K sharesnew addition2026-03-312026-05-06

QCOM QUALCOMM INC2.4K shares-9.90%2026-03-312026-05-06

Sponsored

EXR EXTRA SPACE STORAGE INC2.4K shares-0.92%2026-03-312026-05-06

IBP INSTALLED BLDG PRODS INC1.2K shares-2.18%2026-03-312026-05-06

IBKR INTERACTIVE BROKERS GROUP IN4.6K sharesnew addition2026-03-312026-05-06

ADP AUTOMATIC DATA PROCESSING IN1.5K shares12.74%2026-03-312026-05-06

CME CME GROUP INC1.0K shares20.19%2026-03-312026-05-06

CPRT COPART INC9.0K shares32.76%2026-03-312026-05-06

EQT CORP EQT CORP4.6K sharesnew addition2026-03-312026-05-06

DFAT DIMENSIONAL ETF TRUST4.7K shares0.00%2026-03-312026-05-06

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY999 shares-7.59%2026-03-312026-05-06

PYPL PAYPAL HLDGS INC6.3K shares5.02%2026-03-312026-05-06

JMUB J P MORGAN EXCHANGE TRADED F5.7K shares-1.30%2026-03-312026-05-06

SO SOUTHERN CO2.9K shares11.35%2026-03-312026-05-06

ORLY OREILLY AUTOMOTIVE INC3.0K shares18.45%2026-03-312026-05-06

ITW ILLINOIS TOOL WKS INC1.1K shares8.02%2026-03-312026-05-06

SGOV ISHARES TR2.8K shares-3.52%2026-03-312026-05-06

AVEM AMERICAN CENTY ETF TR3.4K sharesnew addition2026-03-312026-05-06

Sponsored

SBUX STARBUCKS CORP3.0K sharesnew addition2026-03-312026-05-06

ET ENERGY TRANSFER L P14.1K shares0.00%2026-03-312026-05-06

IWO ISHARES TR853 shares0.00%2026-03-312026-05-06

WMB WILLIAMS COS INC3.7K shares2.37%2026-03-312026-05-06

GLD SPDR GOLD TR618 shares-81.32%2026-03-312026-05-06

EMLP FIRST TR EXCHANGE-TRADED FD6.1K shares-58.33%2026-03-312026-05-06

IDXX IDEXX LABS INC472 shares44.34%2026-03-312026-05-06

HUM HUMANA INC1.5K shares-7.91%2026-03-312026-05-06

Sponsored

EL LAUDER ESTEE COS INC3.7K shares-16.95%2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS1.2K shares-59.24%2026-03-312026-05-06

CAH CARDINAL HEALTH INC1.2K shares4.47%2026-03-312026-05-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL668 sharesnew addition2026-03-312026-05-06

EME EMCOR GROUP INC354 shares-8.05%2026-03-312026-05-06

IYH ISHARES TR4.2K shares0.00%2026-03-312026-05-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares-64.24%2026-03-312026-05-06

URI UNITED RENTALS INC350 shares2.64%2026-03-312026-05-06

Sponsored

XLF SELECT SECTOR SPDR TR5.2K shares37.02%2026-03-312026-05-06

XLV SELECT SECTOR SPDR TR1.7K shares0.00%2026-03-312026-05-06

CL COLGATE PALMOLIVE CO2.9K shares6.51%2026-03-312026-05-06

ZTS ZOETIS INC2.1K shares-22.26%2026-03-312026-05-06

ODFL OLD DOMINION FREIGHT LINE IN1.2K sharesnew addition2026-03-312026-05-06

VEEV VEEVA SYS INC1.4K shares13.12%2026-03-312026-05-06

EQIX EQUINIX INC245 sharesnew addition2026-03-312026-05-06

BITB BITWISE BITCOIN ETF TR6.5K shares-27.78%2026-03-312026-05-06

Sponsored

HWM HOWMET AEROSPACE INC1.0K sharesnew addition2026-03-312026-05-06

EW EDWARDS LIFESCIENCES CORP3.0K shares-2.20%2026-03-312026-05-06

FICO FAIR ISAAC CORP222 shares-0.45%2026-03-312026-05-06

APD AIR PRODUCTS AND CHEMICALS I813 shares-13.51%2026-03-312026-05-06

XLY SELECT SECTOR SPDR TR2.1K shares0.00%2026-03-312026-05-06

MUB ISHARES TR2.2K shares-0.90%2026-03-312026-05-06

MEDTRONIC PLC MEDTRONIC PLC2.7K shares0.83%2026-03-312026-05-06

CBRE CBRE GROUP INC1.7K shares1.74%2026-03-312026-05-06

Sponsored

BLFS BIOLIFE SOLUTIONS INC12.0K shares0.00%2026-03-312026-05-06

BA BOEING CO1.1K shares-1.12%2026-03-312026-05-06

PRU PRUDENTIAL FINL INC2.3K shares-7.66%2026-03-312026-05-06

SONY SONY GROUP CORP10.7K sharesnew addition2026-03-312026-05-06

CMI CUMMINS INC412 sharesnew addition2026-03-312026-05-06

IDEV ISHARES TR2.6K sharesnew addition2026-03-312026-05-06

AEO AMERICAN EAGLE OUTFITTERS IN13.2K shares0.00%2026-03-312026-05-06

EA ELECTRONIC ARTS INC1.1K sharesnew addition2026-03-312026-05-06

Sponsored

VTIP VANGUARD MALVERN FDS4.3K shares2.92%2026-03-312026-05-06

AEIS ADVANCED ENERGY INDS663 sharesnew addition2026-03-312026-05-06

MMM 3M CO1.5K shares1.17%2026-03-312026-05-06

CVS CVS HEALTH CORP3.0K sharesnew addition2026-03-312026-05-06

ADSK AUTODESK INC886 sharesnew addition2026-03-312026-05-06

ROK ROCKWELL AUTOMATION INC585 sharesnew addition2026-03-312026-05-06

GLW CORNING INC1.5K sharesnew addition2026-03-312026-05-06

OC OWENS CORNING NEW1.9K shares-3.55%2026-03-312026-05-06

Sponsored

LYV LIVE NATION ENTERTAINMENT IN1.4K sharesnew addition2026-03-312026-05-06

ROST ROSS STORES INC956 sharesnew addition2026-03-312026-05-06

AZO AUTOZONE INC61 sharesnew addition2026-03-312026-05-06

DVN DEVON ENERGY CORP NEW4.1K sharesnew addition2026-03-312026-05-06

XLI SELECT SECTOR SPDR TR1.3K sharesnew addition2026-03-312026-05-06

GWW WW GRAINGER INC187 shares-19.05%2026-03-312026-05-06

IGSB ISHARES TR3.8K shares0.00%2026-03-312026-05-06

EPD ENTERPRISE PRODS PARTNERS L5.3K sharesnew addition2026-03-312026-05-06

Sponsored

DAVE INC DAVE INC1.1K shares14.66%2026-03-312026-05-06

CRMD CORMEDIX INC27.4K shares6.28%2026-03-312026-05-06

ECAT BLACKROCK ESG CAP ALLC TERM11.3K sharesnew addition2026-03-312026-05-06

GEMI GEMINI SPACE STA INC32.8K sharesnew addition2026-03-312026-05-06

DBI DESIGNER BRANDS INC23.6K shares0.00%2026-03-312026-05-06

HLN HALEON PLC10.1K sharesnew addition2026-03-312026-05-06

BZAI BLAIZE HLDGS INC50.0K shares0.00%2026-03-312026-05-06

NTSK NETSKOPE INC10.4K sharesnew addition2026-03-312026-05-06

Sponsored

IVV

ISHARES TR

-1.26%

Shares294.2K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

6.18%

Shares177.9K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

-3.68%

Shares109.3K

Event2026-03-31

Filed2026-05-06

WBD

WARNER BROS DISCOVERY INC

0.25%

Shares1.1M

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

15.42%

Shares164.5K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

-5.15%

Shares36.5K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

11.06%

Shares59.8K

Event2026-03-31

Filed2026-05-06

ABBV

ABBVIE INC

2.32%

Shares91.0K

Event2026-03-31

Filed2026-05-06

SHOP

SHOPIFY INC

3.49%

Shares152.8K

Event2026-03-31

Filed2026-05-06

META

META PLATFORMS INC

5.04%

Shares30.7K

Event2026-03-31

Filed2026-05-06

IVOG

VANGUARD ADMIRAL FDS INC

2790.89%

Shares139.6K

Event2026-03-31

Filed2026-05-06

ACWI

ISHARES TR

1.30%

Shares120.3K

Event2026-03-31

Filed2026-05-06

TRGP

TARGA RES CORP

0.06%

Shares63.8K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

7.54%

Shares73.1K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

12.20%

Shares49.8K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

1.45%

Shares28.4K

Event2026-03-31

Filed2026-05-06

ABT

ABBOTT LABORATORIES

1.35%

Shares121.9K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

5.33%

Shares36.5K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

13.58%

Shares29.6K

Event2026-03-31

Filed2026-05-06

PROCTER & GAMBLE CO

-10.84%

Shares62.5K

Event2026-03-31

Filed2026-05-06

WMT

WALMART INC

6.49%

Shares66.9K

Event2026-03-31

Filed2026-05-06

UNH

UNITEDHEALTH GROUP INC

-1.10%

Shares29.7K

Event2026-03-31

Filed2026-05-06

IVW

ISHARES TR

5.48%

Shares64.7K

Event2026-03-31

Filed2026-05-06

BSCR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares331.3K

Event2026-03-31

Filed2026-05-06

IJH

ISHARES TR

3.15%

Shares93.8K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

8.65%

Shares24.1K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

4.68%

Shares31.9K

Event2026-03-31

Filed2026-05-06

EFA

ISHARES TR

3.47%

Shares54.9K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

5.58%

Shares18.3K

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY & CO

8.94%

Shares5.7K

Event2026-03-31

Filed2026-05-06

MASTERCARD INCORPORATED

9.57%

Shares10.2K

Event2026-03-31

Filed2026-05-06

IWR

ISHARES TR

7.31%

Shares51.8K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

6.56%

Shares4.9K

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

10.42%

Shares12.8K

Event2026-03-31

Filed2026-05-06

IXUS

ISHARES TR

3.88%

Shares54.0K

Event2026-03-31

Filed2026-05-06

VISA INC

6.51%

Shares13.5K

Event2026-03-31

Filed2026-05-06

AEP

AMERICAN ELEC PWR CO INC

3.41%

Shares30.9K

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

1.79%

Shares19.2K

Event2026-03-31

Filed2026-05-06

CRWV

COREWEAVE INC

0.04%

Shares49.7K

Event2026-03-31

Filed2026-05-06

WMS

ADVANCED DRAIN SYS INC DEL

New

Shares27.4K

Event2026-03-31

Filed2026-05-06

IWF

ISHARES TR

24.34%

Shares8.6K

Event2026-03-31

Filed2026-05-06

HOME DEPOT INC

11.35%

Shares11.0K

Event2026-03-31

Filed2026-05-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-05-06

AGG

ISHARES TR

8.56%

Shares35.7K

Event2026-03-31

Filed2026-05-06

PLTR

PALANTIR TECHNOLOGIES INC

59.57%

Shares24.0K

Event2026-03-31

Filed2026-05-06

NFLX

NETFLIX INC.

22.77%

Shares36.5K

Event2026-03-31

Filed2026-05-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

13.55%

Shares10.4K

Event2026-03-31

Filed2026-05-06

EEM

ISHARES TR

-2.79%

Shares60.3K

Event2026-03-31

Filed2026-05-06

IJR

ISHARES TR

-4.93%

Shares27.5K

Event2026-03-31

Filed2026-05-06

IWM

ISHARES TR

6.47%

Shares13.0K

Event2026-03-31

Filed2026-05-06

MCD

MCDONALDS CORP

12.45%

Shares10.1K

Event2026-03-31

Filed2026-05-06

NEE

NEXTERA ENERGY INC

9.59%

Shares33.7K

Event2026-03-31

Filed2026-05-06

IVE

ISHARES TR

2.10%

Shares14.7K

Event2026-03-31

Filed2026-05-06

IEMG

ISHARES INC

18.02%

Shares43.3K

Event2026-03-31

Filed2026-05-06

GE AEROSPACE

10.62%

Shares10.6K

Event2026-03-31

Filed2026-05-06

CAT

CATERPILLAR INC

23.85%

Shares4.1K

Event2026-03-31

Filed2026-05-06

VEA

VANGUARD TAX-MANAGED FDS

12.85%

Shares41.7K

Event2026-03-31

Filed2026-05-06

FMAO

FARMERS & MERCHANTS BANCORP

0.00%

Shares100.2K

Event2026-03-31

Filed2026-05-06

IWB

ISHARES TR

2.52%

Shares7.2K

Event2026-03-31

Filed2026-05-06

GEV

GE VERNOVA INC

11.74%

Shares2.9K

Event2026-03-31

Filed2026-05-06

IWD

ISHARES TR

37.96%

Shares11.7K

Event2026-03-31

Filed2026-05-06

MYRG

MYR GROUP INC

-18.94%

Shares8.8K

Event2026-03-31

Filed2026-05-06

AMT

AMERICAN TOWER CORP

7.87%

Shares13.7K

Event2026-03-31

Filed2026-05-06

CSCO

CISCO SYS INC

12.62%

Shares30.2K

Event2026-03-31

Filed2026-05-06

PANW

PALO ALTO NETWORKS INC

19.05%

Shares14.1K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

2.04%

Shares3.8K

Event2026-03-31

Filed2026-05-06

MICRON TECHNOLOGY INC

71.35%

Shares6.2K

Event2026-03-31

Filed2026-05-06

BAC

BANK AMERICA CORP

34.66%

Shares42.8K

Event2026-03-31

Filed2026-05-06

MPC

MARATHON PETE CORP

15.02%

Shares8.5K

Event2026-03-31

Filed2026-05-06

AMGN

AMGEN INC

0.36%

Shares5.9K

Event2026-03-31

Filed2026-05-06

PARKER-HANNIFIN CORP

13.70%

Shares2.3K

Event2026-03-31

Filed2026-05-06

COCA COLA CO

17.87%

Shares26.9K

Event2026-03-31

Filed2026-05-06

BGIG

ETF SER SOLUTIONS

New

Shares61.6K

Event2026-03-31

Filed2026-05-06

WASTE MGMT INC DEL

4.43%

Shares8.9K

Event2026-03-31

Filed2026-05-06

LMT

LOCKHEED MARTIN CORP

7.95%

Shares3.3K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

3.54%

Shares7.6K

Event2026-03-31

Filed2026-05-06

WFC

WELLS FARGO & CO

0.48%

Shares24.0K

Event2026-03-31

Filed2026-05-06

MYCH

SSGA ACTIVE TR

New

Shares76.4K

Event2026-03-31

Filed2026-05-06

MORGAN STANLEY

2.42%

Shares11.5K

Event2026-03-31

Filed2026-05-06

COP

CONOCOPHILLIPS

-3.98%

Shares14.3K

Event2026-03-31

Filed2026-05-06

VGT

VANGUARD WORLD FD

2.02%

Shares2.6K

Event2026-03-31

Filed2026-05-06

QUAL

ISHARES TR

3.46%

Shares9.3K

Event2026-03-31

Filed2026-05-06

ALL

ALLSTATE CORP

6.61%

Shares8.5K

Event2026-03-31

Filed2026-05-06

DVY

ISHARES TR

-19.36%

Shares11.6K

Event2026-03-31

Filed2026-05-06

ITOT

ISHARES TR

0.02%

Shares12.2K

Event2026-03-31

Filed2026-05-06

HON

HONEYWELL INTL INC

11.25%

Shares7.6K

Event2026-03-31

Filed2026-05-06

SPGI

S&P GLOBAL INC

17.36%

Shares3.8K

Event2026-03-31

Filed2026-05-06

AMD

ADVANCED MICRO DEVICES INC

6.07%

Shares8.0K

Event2026-03-31

Filed2026-05-06

IQLT

ISHARES TR

-0.14%

Shares35.1K

Event2026-03-31

Filed2026-05-06

MERCK & CO INC

13.88%

Shares13.4K

Event2026-03-31

Filed2026-05-06

PEP

PEPSICO INC

3.08%

Shares10.3K

Event2026-03-31

Filed2026-05-06

BHP

BHP BILLITON LIMITED

24.52%

Shares21.9K

Event2026-03-31

Filed2026-05-06

PLD

PROLOGIS INC.

9.79%

Shares11.7K

Event2026-03-31

Filed2026-05-06

BND

VANGUARD BD INDEX FDS

-4.46%

Shares20.8K

Event2026-03-31

Filed2026-05-06

VNQ

VANGUARD INDEX FDS

1.22%

Shares16.7K

Event2026-03-31

Filed2026-05-06

FITB

FIFTH THIRD BANCORP

12.65%

Shares31.2K

Event2026-03-31

Filed2026-05-06

BLACKROCK INC

16.96%

Shares1.4K

Event2026-03-31

Filed2026-05-06

FNDX

SCHWAB STRATEGIC TR

6.60%

Shares48.0K

Event2026-03-31

Filed2026-05-06

IEFA

ISHARES TR

12.99%

Shares14.5K

Event2026-03-31

Filed2026-05-06

MELI

MERCADOLIBRE INC

28.31%

Shares757

Event2026-03-31

Filed2026-05-06

ARISTA NETWORKS INC

37.44%

Shares10.6K

Event2026-03-31

Filed2026-05-06

ORCL

ORACLE CORP

2.07%

Shares8.8K

Event2026-03-31

Filed2026-05-06

TMO

THERMO FISHER SCIENTIFIC INC

10.98%

Shares2.6K

Event2026-03-31

Filed2026-05-06

CHUBB LTD SWITZ

4.28%

Shares4.0K

Event2026-03-31

Filed2026-05-06

DYCOM INDS INC

133.05%

Shares3.8K

Event2026-03-31

Filed2026-05-06

EATON CORP PLC

5.66%

Shares3.5K

Event2026-03-31

Filed2026-05-06

VERIZON COMMUNICATIONS INC

19.96%

Shares25.1K

Event2026-03-31

Filed2026-05-06

BBBY

BED BATH & BEYOND INC

0.00%

Shares270.7K

Event2026-03-31

Filed2026-05-06

MDY

STATE STR SPDR S&P MIDCAP 40

-1.76%

Shares2.0K

Event2026-03-31

Filed2026-05-06

BIP

BROOKFIELD INFRASTRUCTURE PA

0.00%

Shares33.9K

Event2026-03-31

Filed2026-05-06

PHILIP MORRIS INTL INC

18.24%

Shares7.3K

Event2026-03-31

Filed2026-05-06

IBM

INTERNATIONAL BUSINESS MACHS

-1.24%

Shares4.9K

Event2026-03-31

Filed2026-05-06

HBAN

HUNTINGTON BANCSHARES INC

-13.13%

Shares76.2K

Event2026-03-31

Filed2026-05-06

LINDE PLC

14.88%

Shares2.4K

Event2026-03-31

Filed2026-05-06

NOW

SERVICENOW INC

7.47%

Shares11.2K

Event2026-03-31

Filed2026-05-06

RTX

RTX CORPORATION

15.37%

Shares6.0K

Event2026-03-31

Filed2026-05-06

ASML

ASML HLDG NV

-25.47%

Shares878

Event2026-03-31

Filed2026-05-06

VUG

VANGUARD INDEX FDS

8.05%

Shares2.6K

Event2026-03-31

Filed2026-05-06

NEM

NEWMONT CORP

2.35%

Shares10.6K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

29.70%

Shares4.0K

Event2026-03-31

Filed2026-05-06

UBER

UBER TECHNOLOGIES INC

8.20%

Shares15.9K

Event2026-03-31

Filed2026-05-06

RCL

ROYAL CARIBBEAN GROUP

9.15%

Shares4.1K

Event2026-03-31

Filed2026-05-06

GOLDMAN SACHS GROUP INC

21.26%

Shares1.3K

Event2026-03-31

Filed2026-05-06

AMAT

APPLIED MATLS INC

-29.74%

Shares3.1K

Event2026-03-31

Filed2026-05-06

VFH

VANGUARD WORLD FD

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

-0.34%

Shares1.8K

Event2026-03-31

Filed2026-05-06

TXN

TEXAS INSTRS INC

14.27%

Shares5.4K

Event2026-03-31

Filed2026-05-06

CMCSA

COMCAST CORP NEW

-3.80%

Shares35.7K

Event2026-03-31

Filed2026-05-06

AT&T INC

4.18%

Shares35.3K

Event2026-03-31

Filed2026-05-06

VWO

VANGUARD INTL EQUITY INDEX F

-0.07%

Shares18.8K

Event2026-03-31

Filed2026-05-06

DGRW

WISDOMTREE TR

-8.50%

Shares11.6K

Event2026-03-31

Filed2026-05-06

SHW

SHERWIN WILLIAMS CO

19.60%

Shares3.1K

Event2026-03-31

Filed2026-05-06

CQP

CHENIERE ENERGY PARTNERS L P

0.00%

Shares14.9K

Event2026-03-31

Filed2026-05-06

UNP

UNION PAC CORP

4.16%

Shares4.0K

Event2026-03-31

Filed2026-05-06

INTU

INTUIT

64.80%

Shares2.2K

Event2026-03-31

Filed2026-05-06

IWP

ISHARES TR

9.91%

Shares7.5K

Event2026-03-31

Filed2026-05-06

DUKE ENERGY CORP NEW

5.65%

Shares7.3K

Event2026-03-31

Filed2026-05-06

ANDE

ANDERSONS INC

0.00%

Shares13.3K

Event2026-03-31

Filed2026-05-06

IBDV

ISHARES TR

155.99%

Shares43.3K

Event2026-03-31

Filed2026-05-06

VHT

VANGUARD WORLD FD

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-06

VBK

VANGUARD INDEX FDS

0.22%

Shares3.1K

Event2026-03-31

Filed2026-05-06

APH

AMPHENOL CORP

24.47%

Shares7.5K

Event2026-03-31

Filed2026-05-06

HSBC

HSBC HLDGS PLC

12.10%

Shares11.4K

Event2026-03-31

Filed2026-05-06

DON

WISDOMTREE TR

-3.20%

Shares17.8K

Event2026-03-31

Filed2026-05-06

DHR

DANAHER CORP DEL

7.81%

Shares4.9K

Event2026-03-31

Filed2026-05-06

TRV

TRAVELERS COMPANIES INC

10.30%

Shares3.2K

Event2026-03-31

Filed2026-05-06

SSP

SCRIPPS E W CO OHIO

0.00%

Shares246.3K

Event2026-03-31

Filed2026-05-06

SPYG

SPDR SERIES TRUST

-33.11%

Shares9.2K

Event2026-03-31

Filed2026-05-06

PWR

QUANTA SVCS INC

51.69%

Shares1.6K

Event2026-03-31

Filed2026-05-06

IBMQ

ISHARES TR

38.27%

Shares34.5K

Event2026-03-31

Filed2026-05-06

PSX

PHILLIPS 66

0.32%

Shares4.8K

Event2026-03-31

Filed2026-05-06

GENERAL DYNAMICS CORP

1.48%

Shares2.5K

Event2026-03-31

Filed2026-05-06

GILD

GILEAD SCIENCES INC

23.13%

Shares6.1K

Event2026-03-31

Filed2026-05-06

UBS

UBS GROUP AG

9.95%

Shares21.4K

Event2026-03-31

Filed2026-05-06

VRTX

VERTEX PHARMACEUTICALS INC

-2.06%

Shares1.9K

Event2026-03-31

Filed2026-05-06

HOOD

ROBINHOOD MKTS INC

230.30%

Shares11.9K

Event2026-03-31

Filed2026-05-06

SAP

SAP SE

70.72%

Shares4.8K

Event2026-03-31

Filed2026-05-06

HYG

ISHARES TR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-06

FTAI AVIATION LTD

New

Shares3.3K

Event2026-03-31

Filed2026-05-06

VOT

VANGUARD INDEX FDS

0.19%

Shares3.1K

Event2026-03-31

Filed2026-05-06

IWS

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-06

VONG

VANGUARD SCOTTSDALE FDS

New

Shares7.1K

Event2026-03-31

Filed2026-05-06

UTHR

UNITED THERAPEUTICS CORP DEL

11.20%

Shares1.3K

Event2026-03-31

Filed2026-05-06

COF

CAPITAL ONE FINL CORP

-4.33%

Shares4.2K

Event2026-03-31

Filed2026-05-06

REET

ISHARES TR

5.67%

Shares30.4K

Event2026-03-31

Filed2026-05-06

SNPS

SYNOPSYS INC

0.73%

Shares1.9K

Event2026-03-31

Filed2026-05-06

BSX

BOSTON SCIENTIFIC CORP

5.19%

Shares12.1K

Event2026-03-31

Filed2026-05-06

VXUS

VANGUARD STAR FDS

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-06

AXP

AMERICAN EXPRESS CO

1.47%

Shares2.5K

Event2026-03-31

Filed2026-05-06

APA CORPORATION

11.25%

Shares17.7K

Event2026-03-31

Filed2026-05-06

HCA

HCA HEALTHCARE INC

12.58%

Shares1.6K

Event2026-03-31

Filed2026-05-06

BKNG

BOOKING HOLDINGS INC

-0.57%

Shares174

Event2026-03-31

Filed2026-05-06

NSC

NORFOLK SOUTHN CORP

3.29%

Shares2.5K

Event2026-03-31

Filed2026-05-06

GSK PLC

12.58%

Shares13.1K

Event2026-03-31

Filed2026-05-06

SHV

ISHARES TR

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-06

TRANE TECHNOLOGIES PLC

12.11%

Shares1.7K

Event2026-03-31

Filed2026-05-06

MMC

MARSH & MCLENNAN COS INC

12.38%

Shares4.1K

Event2026-03-31

Filed2026-05-06

ISRG

INTUITIVE SURGICAL INC

11.33%

Shares1.5K

Event2026-03-31

Filed2026-05-06

TJX

TJX COS INC NEW

40.97%

Shares4.4K

Event2026-03-31

Filed2026-05-06

LHX

L3HARRIS TECHNOLOGIES INC

11.09%

Shares2.0K

Event2026-03-31

Filed2026-05-06

CSX

CSX CORP

2.82%

Shares16.9K

Event2026-03-31

Filed2026-05-06

XLK

SELECT SECTOR SPDR TR

0.21%

Shares5.2K

Event2026-03-31

Filed2026-05-06

PHM

PULTE GROUP INC

7.89%

Shares5.8K

Event2026-03-31

Filed2026-05-06

CEG

CONSTELLATION ENERGY CORP

1.99%

Shares2.5K

Event2026-03-31

Filed2026-05-06

TDG

TRANSDIGM GROUP INC

13.63%

Shares592

Event2026-03-31

Filed2026-05-06

BSCS

INVESCO EXCH TRD SLF IDX FD

New

Shares33.3K

Event2026-03-31

Filed2026-05-06

DIS

DISNEY WALT CO

6.91%

Shares7.0K

Event2026-03-31

Filed2026-05-06

SCHW

SCHWAB CHARLES CORP

25.81%

Shares7.1K

Event2026-03-31

Filed2026-05-06

PGR

PROGRESSIVE CORP

158.86%

Shares3.4K

Event2026-03-31

Filed2026-05-06

EMR

EMERSON ELEC CO

7.42%

Shares5.0K

Event2026-03-31

Filed2026-05-06

CRM

SALESFORCE INC

12.90%

Shares3.4K

Event2026-03-31

Filed2026-05-06

HIG

HARTFORD INSURANCE GROUP INC

-0.26%

Shares4.6K

Event2026-03-31

Filed2026-05-06

SHEL

SHELL PLC

-17.95%

Shares6.7K

Event2026-03-31

Filed2026-05-06

SYK

STRYKER CORPORATION

7.14%

Shares1.9K

Event2026-03-31

Filed2026-05-06

XLC

SELECT SECTOR SPDR TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-06

IBDY

ISHARES TR

34.12%

Shares22.8K

Event2026-03-31

Filed2026-05-06

NOBL

PROSHARES TR

-12.28%

Shares5.5K

Event2026-03-31

Filed2026-05-06

QLTY

GMO ETF TRUST

0.00%

Shares16.0K

Event2026-03-31

Filed2026-05-06

SNA

SNAP ON INC

-0.44%

Shares1.6K

Event2026-03-31

Filed2026-05-06

VST

VISTRA CORP

21.27%

Shares3.8K

Event2026-03-31

Filed2026-05-06

KVYO

KLAVIYO INC

0.00%

Shares29.2K

Event2026-03-31

Filed2026-05-06

FDX

FEDEX CORP

11.45%

Shares1.5K

Event2026-03-31

Filed2026-05-06

SPDW

SPDR INDEX SHS FDS

New

Shares11.9K

Event2026-03-31

Filed2026-05-06

CITIGROUP INC

16.12%

Shares4.7K

Event2026-03-31

Filed2026-05-06

VLO

VALERO ENERGY CORP

-3.59%

Shares2.2K

Event2026-03-31

Filed2026-05-06

INTC

INTEL CORP

13.93%

Shares11.9K

Event2026-03-31

Filed2026-05-06

WDAY

WORKDAY INC

6.49%

Shares4.0K

Event2026-03-31

Filed2026-05-06

XLE

SELECT SECTOR SPDR TR

3.18%

Shares8.6K

Event2026-03-31

Filed2026-05-06

TSPA

T ROWE PRICE ETF INC

14.26%

Shares12.8K

Event2026-03-31

Filed2026-05-06

SPG

SIMON PPTY GROUP INC NEW

9.69%

Shares2.8K

Event2026-03-31

Filed2026-05-06

TMUS

T-MOBILE US INC

-39.70%

Shares2.5K

Event2026-03-31

Filed2026-05-06

ALTRIA GROUP INC

89.45%

Shares7.6K

Event2026-03-31

Filed2026-05-06

LNG

CHENIERE ENERGY INC

9.96%

Shares1.8K

Event2026-03-31

Filed2026-05-06

CSQ

CALAMOS STRATEGIC TOTAL RETU

0.00%

Shares29.0K

Event2026-03-31

Filed2026-05-06

AMTM

AMENTUM HOLDINGS INC

15.95%

Shares18.9K

Event2026-03-31

Filed2026-05-06

IYF

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-06

IBDX

ISHARES TR

0.00%

Shares19.3K

Event2026-03-31

Filed2026-05-06

AXON

AXON ENTERPRISE INC

23.14%

Shares1.1K

Event2026-03-31

Filed2026-05-06

SPOT

SPOTIFY TECHNOLOGY S A

36.67%

Shares984

Event2026-03-31

Filed2026-05-06

IBDW

ISHARES TR

0.00%

Shares22.7K

Event2026-03-31

Filed2026-05-06

AER

AERCAP HOLDINGS NV

-32.22%

Shares3.5K

Event2026-03-31

Filed2026-05-06

WWD

WOODWARD INC

-44.04%

Shares1.3K

Event2026-03-31

Filed2026-05-06

VRT

VERTIV HOLDINGS CO

-13.60%

Shares1.9K

Event2026-03-31

Filed2026-05-06

SLB

SLB LIMITED

18.23%

Shares9.1K

Event2026-03-31

Filed2026-05-06

UNILEVER PLC

12.33%

Shares8.2K

Event2026-03-31

Filed2026-05-06

KROGER CO

2.12%

Shares6.4K

Event2026-03-31

Filed2026-05-06

GOVT

ISHARES TR

New

Shares20.1K

Event2026-03-31

Filed2026-05-06

RCI

ROGERS COMMUNICATIONS INC

New

Shares11.9K

Event2026-03-31

Filed2026-05-06

PPG

PPG INDS INC

-1.29%

Shares4.3K

Event2026-03-31

Filed2026-05-06

ADBE

ADOBE INC

-13.05%

Shares1.9K

Event2026-03-31

Filed2026-05-06

LEN

LENNAR CORP

-12.23%

Shares5.2K

Event2026-03-31

Filed2026-05-06

OKE

ONEOK INC NEW

-0.96%

Shares5.0K

Event2026-03-31

Filed2026-05-06

CTAS

CINTAS CORP

0.04%

Shares2.6K

Event2026-03-31

Filed2026-05-06

XTN

SPDR SERIES TRUST

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-06

FORD MTR CO

-3.08%

Shares37.8K

Event2026-03-31

Filed2026-05-06

IBDU

ISHARES TR

New

Shares18.4K

Event2026-03-31

Filed2026-05-06

ADI

ANALOG DEVICES INC

26.48%

Shares1.3K

Event2026-03-31

Filed2026-05-06

LAM RESEARCH CORP

13.58%

Shares2.0K

Event2026-03-31

Filed2026-05-06

ITUB

ITAU UNIBANCO HLDG S A

New

Shares50.7K

Event2026-03-31

Filed2026-05-06

VCIT

VANGUARD SCOTTSDALE FDS

41.18%

Shares5.1K

Event2026-03-31

Filed2026-05-06

ALCOA CORP

-19.77%

Shares6.3K

Event2026-03-31

Filed2026-05-06

ERIC

TELEFONAKTIEBOLAGET LM ERICS

New

Shares36.3K

Event2026-03-31

Filed2026-05-06

KMI

KINDER MORGAN INC DEL

4.11%

Shares12.1K

Event2026-03-31

Filed2026-05-06

KLAC

KLA CORP

16.03%

Shares275

Event2026-03-31

Filed2026-05-06

DEERE & CO

9.12%

Shares706

Event2026-03-31

Filed2026-05-06

INVESCO EXCHANGE TRADED FD T

New

Shares2.0K

Event2026-03-31

Filed2026-05-06

PSA

PUBLIC STORAGE OPER CO

2.60%

Shares1.4K

Event2026-03-31

Filed2026-05-06

VYMI

VANGUARD WHITEHALL FDS

34.65%

Shares4.1K

Event2026-03-31

Filed2026-05-06

WELL

WELLTOWER INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-06

VEU

VANGUARD INTL EQUITY INDEX F

58.65%

Shares5.1K

Event2026-03-31

Filed2026-05-06

AJG

GALLAGHER ARTHUR J & CO

New

Shares1.7K

Event2026-03-31

Filed2026-05-06

BLACKSTONE INC

-26.41%

Shares3.3K

Event2026-03-31

Filed2026-05-06

VANGUARD INTL EQUITY INDEX F

42.38%

Shares2.7K

Event2026-03-31

Filed2026-05-06

SM ENERGY COMPANY

New

Shares11.9K

Event2026-03-31

Filed2026-05-06

PFE

PFIZER INC

41.90%

Shares13.2K

Event2026-03-31

Filed2026-05-06

CDNS

CADENCE DESIGN SYSTEM INC

56.52%

Shares1.3K

Event2026-03-31

Filed2026-05-06

CRH PLC

43.67%

Shares3.5K

Event2026-03-31

Filed2026-05-06

CBLL

CERIBELL INC

0.00%

Shares20.1K

Event2026-03-31

Filed2026-05-06

ICE

INTERCONTINENTAL EXCHANGE IN

-26.42%

Shares2.3K

Event2026-03-31

Filed2026-05-06

DGX

QUEST DIAGNOSTICS INC

-0.60%

Shares1.8K

Event2026-03-31

Filed2026-05-06

WEC ENERGY GROUP INC

4.02%

Shares3.1K

Event2026-03-31

Filed2026-05-06

CRWD

CROWDSTRIKE HLDGS INC

18.00%

Shares898

Event2026-03-31

Filed2026-05-06

FCX

FREEPORT MCMORAN INC

5.76%

Shares6.0K

Event2026-03-31

Filed2026-05-06

MCK

MCKESSON CORP

6.60%

Shares404

Event2026-03-31

Filed2026-05-06

CSL

CARLISLE COS INC

-2.88%

Shares1.0K

Event2026-03-31

Filed2026-05-06

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-06

FTNT

FORTINET INC

9.50%

Shares4.1K

Event2026-03-31

Filed2026-05-06

IJJ

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-06

MSCI

MSCI INC

4.74%

Shares619

Event2026-03-31

Filed2026-05-06

PNC

PNC FINL SVCS GROUP INC

1.52%

Shares1.6K

Event2026-03-31

Filed2026-05-06

FTI

TECHNIPFMC PLC

New

Shares4.8K

Event2026-03-31

Filed2026-05-06

MSI

MOTOROLA SOLUTIONS INC

8.12%

Shares759

Event2026-03-31

Filed2026-05-06

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares704

Event2026-03-31

Filed2026-05-06

LOW

LOWES COS INC

8.30%

Shares1.4K

Event2026-03-31

Filed2026-05-06

NOC

NORTHROP GRUMMAN CORP

9.01%

Shares472

Event2026-03-31

Filed2026-05-06

IYW

ISHARES TR

-5.09%

Shares1.8K

Event2026-03-31

Filed2026-05-06

FBTC

FIDELITY WISE ORIGIN BITCOIN

4.81%

Shares5.4K

Event2026-03-31

Filed2026-05-06

MCO

MOODYS CORP

6.44%

Shares727

Event2026-03-31

Filed2026-05-06

KEP

KOREA ELEC PWR CORP

New

Shares22.2K

Event2026-03-31

Filed2026-05-06

QCOM

QUALCOMM INC

-9.90%

Shares2.4K

Event2026-03-31

Filed2026-05-06

EXR

EXTRA SPACE STORAGE INC

-0.92%

Shares2.4K

Event2026-03-31

Filed2026-05-06

IBP

INSTALLED BLDG PRODS INC

-2.18%

Shares1.2K

Event2026-03-31

Filed2026-05-06

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares4.6K

Event2026-03-31

Filed2026-05-06

ADP

AUTOMATIC DATA PROCESSING IN

12.74%

Shares1.5K

Event2026-03-31

Filed2026-05-06

CME

CME GROUP INC

20.19%

Shares1.0K

Event2026-03-31

Filed2026-05-06

CPRT

COPART INC

32.76%

Shares9.0K

Event2026-03-31

Filed2026-05-06

EQT CORP

New

Shares4.6K

Event2026-03-31

Filed2026-05-06

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-06

ELV

ELEVANCE HEALTH INC FORMERLY

-7.59%

Shares999

Event2026-03-31

Filed2026-05-06

PYPL

PAYPAL HLDGS INC

5.02%

Shares6.3K

Event2026-03-31

Filed2026-05-06

JMUB

J P MORGAN EXCHANGE TRADED F

-1.30%

Shares5.7K

Event2026-03-31

Filed2026-05-06

SOUTHERN CO

11.35%

Shares2.9K

Event2026-03-31

Filed2026-05-06

ORLY

OREILLY AUTOMOTIVE INC

18.45%

Shares3.0K

Event2026-03-31

Filed2026-05-06

ITW

ILLINOIS TOOL WKS INC

8.02%

Shares1.1K

Event2026-03-31

Filed2026-05-06

SGOV

ISHARES TR

-3.52%

Shares2.8K

Event2026-03-31

Filed2026-05-06

AVEM

AMERICAN CENTY ETF TR

New

Shares3.4K

Event2026-03-31

Filed2026-05-06

SBUX

STARBUCKS CORP

New

Shares3.0K

Event2026-03-31

Filed2026-05-06

ENERGY TRANSFER L P

0.00%

Shares14.1K

Event2026-03-31

Filed2026-05-06

IWO

ISHARES TR

0.00%

Shares853

Event2026-03-31

Filed2026-05-06

WMB

WILLIAMS COS INC

2.37%

Shares3.7K

Event2026-03-31

Filed2026-05-06

GLD

SPDR GOLD TR

-81.32%

Shares618

Event2026-03-31

Filed2026-05-06

EMLP

FIRST TR EXCHANGE-TRADED FD

-58.33%

Shares6.1K

Event2026-03-31

Filed2026-05-06

IDXX

IDEXX LABS INC

44.34%

Shares472

Event2026-03-31

Filed2026-05-06

HUM

HUMANA INC

-7.91%

Shares1.5K

Event2026-03-31

Filed2026-05-06

LAUDER ESTEE COS INC

-16.95%

Shares3.7K

Event2026-03-31

Filed2026-05-06

VIG

VANGUARD SPECIALIZED FUNDS

-59.24%

Shares1.2K

Event2026-03-31

Filed2026-05-06

CAH

CARDINAL HEALTH INC

4.47%

Shares1.2K

Event2026-03-31

Filed2026-05-06

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares668

Event2026-03-31

Filed2026-05-06

EME

EMCOR GROUP INC

-8.05%

Shares354

Event2026-03-31

Filed2026-05-06

IYH

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-06

ACCENTURE PLC IRELAND

-64.24%

Shares1.3K

Event2026-03-31

Filed2026-05-06

URI

UNITED RENTALS INC

2.64%

Shares350

Event2026-03-31

Filed2026-05-06

XLF

SELECT SECTOR SPDR TR

37.02%

Shares5.2K

Event2026-03-31

Filed2026-05-06

XLV

SELECT SECTOR SPDR TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-06

COLGATE PALMOLIVE CO

6.51%

Shares2.9K

Event2026-03-31

Filed2026-05-06

ZTS

ZOETIS INC

-22.26%

Shares2.1K

Event2026-03-31

Filed2026-05-06

ODFL

OLD DOMINION FREIGHT LINE IN

New

Shares1.2K

Event2026-03-31

Filed2026-05-06

VEEV

VEEVA SYS INC

13.12%

Shares1.4K

Event2026-03-31

Filed2026-05-06

EQIX

EQUINIX INC

New

Shares245

Event2026-03-31

Filed2026-05-06

BITB

BITWISE BITCOIN ETF TR

-27.78%

Shares6.5K

Event2026-03-31

Filed2026-05-06

HWM

HOWMET AEROSPACE INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-06

EDWARDS LIFESCIENCES CORP

-2.20%

Shares3.0K

Event2026-03-31

Filed2026-05-06

FICO

FAIR ISAAC CORP

-0.45%

Shares222

Event2026-03-31

Filed2026-05-06

APD

AIR PRODUCTS AND CHEMICALS I

-13.51%

Shares813

Event2026-03-31

Filed2026-05-06

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-06

MUB

ISHARES TR

-0.90%

Shares2.2K

Event2026-03-31

Filed2026-05-06

MEDTRONIC PLC

0.83%

Shares2.7K

Event2026-03-31

Filed2026-05-06

CBRE

CBRE GROUP INC

1.74%

Shares1.7K

Event2026-03-31

Filed2026-05-06

BLFS

BIOLIFE SOLUTIONS INC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-06

BOEING CO

-1.12%

Shares1.1K

Event2026-03-31

Filed2026-05-06

PRU

PRUDENTIAL FINL INC

-7.66%

Shares2.3K

Event2026-03-31

Filed2026-05-06

SONY

SONY GROUP CORP

New

Shares10.7K

Event2026-03-31

Filed2026-05-06

CMI

CUMMINS INC

New

Shares412

Event2026-03-31

Filed2026-05-06

IDEV

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-05-06

AEO

AMERICAN EAGLE OUTFITTERS IN

0.00%

Shares13.2K

Event2026-03-31

Filed2026-05-06

ELECTRONIC ARTS INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-06

VTIP

VANGUARD MALVERN FDS

2.92%

Shares4.3K

Event2026-03-31

Filed2026-05-06

AEIS

ADVANCED ENERGY INDS

New

Shares663

Event2026-03-31

Filed2026-05-06

MMM

3M CO

1.17%

Shares1.5K

Event2026-03-31

Filed2026-05-06

CVS

CVS HEALTH CORP

New

Shares3.0K

Event2026-03-31

Filed2026-05-06

ADSK

AUTODESK INC

New

Shares886

Event2026-03-31

Filed2026-05-06

ROK

ROCKWELL AUTOMATION INC

New

Shares585

Event2026-03-31

Filed2026-05-06

GLW

CORNING INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-06

OWENS CORNING NEW

-3.55%

Shares1.9K

Event2026-03-31

Filed2026-05-06

LYV

LIVE NATION ENTERTAINMENT IN

New

Shares1.4K

Event2026-03-31

Filed2026-05-06

ROST

ROSS STORES INC

New

Shares956

Event2026-03-31

Filed2026-05-06

AZO

AUTOZONE INC

New

Shares61

Event2026-03-31

Filed2026-05-06

DVN

DEVON ENERGY CORP NEW

New

Shares4.1K

Event2026-03-31

Filed2026-05-06

XLI

SELECT SECTOR SPDR TR

New

Shares1.3K

Event2026-03-31

Filed2026-05-06

GWW

WW GRAINGER INC

-19.05%

Shares187

Event2026-03-31

Filed2026-05-06

IGSB

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-06

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares5.3K

Event2026-03-31

Filed2026-05-06

DAVE INC

14.66%

Shares1.1K

Event2026-03-31

Filed2026-05-06

CRMD

CORMEDIX INC

6.28%

Shares27.4K

Event2026-03-31

Filed2026-05-06

ECAT

BLACKROCK ESG CAP ALLC TERM

New

Shares11.3K

Event2026-03-31

Filed2026-05-06

GEMI

GEMINI SPACE STA INC

New

Shares32.8K

Event2026-03-31

Filed2026-05-06

DBI

DESIGNER BRANDS INC

0.00%

Shares23.6K

Event2026-03-31

Filed2026-05-06

HLN

HALEON PLC

New

Shares10.1K

Event2026-03-31

Filed2026-05-06

BZAI

BLAIZE HLDGS INC

0.00%

Shares50.0K

Event2026-03-31

Filed2026-05-06

NTSK

NETSKOPE INC

New

Shares10.4K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T16.5K sharesnew addition2026-03-312026-05-06

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares16.5K

Event2026-03-31

Filed2026-05-06

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T16.5K sharesnew addition2026-03-312026-05-06

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares16.5K

Event2026-03-31

Filed2026-05-06