Sponsored

The Analysis of GUERRA PAN ADVISORS, LLC's Holdings & P&L

Currently, GUERRA PAN ADVISORS, LLC holds 121 types of securities in its portfolio with a total value $161.7M. In the most recent quarter, they have increased their positions in N/A (+4.8K shares, valued at $937.2K), IEF (+4.8K shares, valued at $457.7K), FBND (+9.1K shares, valued at $413.6K); decreased their positions in CDNS (-533 shares, valued at $148.1K), SCHG (-3.3K shares, valued at $95.2K), N/A (-316 shares, valued at $84.3K); initiated new positions in N/A (+4.8K shares, valued at $937.2K), IEF (+4.8K shares, valued at $457.7K), FBND (+9.1K shares, valued at $413.6K).

1M P&L

+7.3M+5.24%

3M P&L

+9.7M+7.06%

HY P&L

+15.0M+11.37%

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/A45.0M

33.6%

2Semiconductors14.4M

10.8%

3Software - Infrastructure12.5M

9.4%

Top Industries by Stock Count

1N/A33 stocks

33.0%

2Software - Application7 stocks

7.0%

3Drug Manufacturers - General5 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION69.3K shares-0.68%2026-03-312026-05-12

BROADCOM INC BROADCOM INC29.1K shares2.57%2026-03-312026-05-12

ALPHABET INC ALPHABET INC28.5K shares0.04%2026-03-312026-05-12

USMV ISHARES TR69.2K shares1.90%2026-03-312026-05-12

ALPHABET INC ALPHABET INC21.4K shares-0.52%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR197.9K shares-1.32%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO18.3K shares0.59%2026-03-312026-05-12

XLI SELECT SECTOR SPDR TR30.6K shares-0.77%2026-03-312026-05-12

Sponsored

CRWD CROWDSTRIKE HLDGS INC12.1K shares-0.72%2026-03-312026-05-12

MTUM ISHARES TR18.9K shares-0.80%2026-03-312026-05-12

AAPL APPLE INC17.0K shares4.33%2026-03-312026-05-12

ASML ASML HLDG NV3.1K shares-0.48%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR129.0K shares-2.47%2026-03-312026-05-12

MSFT MICROSOFT CORP9.5K shares1.97%2026-03-312026-05-12

CAT CATERPILLAR INC4.5K shares-0.35%2026-03-312026-05-12

BA BOEING CO14.9K shares1.02%2026-03-312026-05-12

Sponsored

CDNS CADENCE DESIGN SYSTEM INC9.8K shares-5.15%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.4K shares0.00%2026-03-312026-05-12

ARISTA NETWORKS INC ARISTA NETWORKS INC19.5K shares0.39%2026-03-312026-05-12

AMZN AMAZON COM INC10.7K shares-0.60%2026-03-312026-05-12

IGV ISHARES TR27.5K shares-1.79%2026-03-312026-05-12

V VISA INC7.0K shares0.00%2026-03-312026-05-12

TDG TRANSDIGM GROUP INC1.6K shares-0.44%2026-03-312026-05-12

DAL DELTA AIR LINES INC27.7K shares0.80%2026-03-312026-05-12

Sponsored

LMT LOCKHEED MARTIN CORP3.0K shares0.00%2026-03-312026-05-12

FDN FIRST TR EXCHANGE-TRADED FD7.6K shares-0.52%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC3.3K shares0.00%2026-03-312026-05-12

AIRR FIRST TR EXCHANGE TRADED FD13.9K shares2.53%2026-03-312026-05-12

HON HONEYWELL INTL INC6.4K shares0.00%2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC19.6K shares-0.58%2026-03-312026-05-12

XPO XPO INC6.5K shares10.57%2026-03-312026-05-12

JSML JANUS DETROIT STR TR17.5K shares-0.94%2026-03-312026-05-12

Sponsored

MERCK & CO INC MERCK & CO INC9.9K shares0.00%2026-03-312026-05-12

NOW SERVICENOW INC11.1K shares-0.52%2026-03-312026-05-12

NTES NETEASE COM INC9.6K shares0.00%2026-03-312026-05-12

DVY ISHARES TR7.1K shares-1.74%2026-03-312026-05-12

CRM SALESFORCE INC5.7K shares-0.44%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC2.1K shares-0.70%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP4.5K shares0.00%2026-03-312026-05-12

ABBV ABBVIE INC4.4K shares3.50%2026-03-312026-05-12

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC4.8K sharesnew addition2026-03-312026-05-12

XBI SPDR SERIES TRUST7.3K shares-0.78%2026-03-312026-05-12

IJT ISHARES TR5.8K shares-2.87%2026-03-312026-05-12

GM GENERAL MTRS CO10.7K shares-1.18%2026-03-312026-05-12

MA MASTERCARD INCORPORATED1.6K shares0.00%2026-03-312026-05-12

GLW CORNING INC5.6K shares0.65%2026-03-312026-05-12

NEE NEXTERA ENERGY INC8.0K shares0.00%2026-03-312026-05-12

EOI EATON VANCE ENHANCED EQUITY39.6K shares0.00%2026-03-312026-05-12

Sponsored

VRT VERTIV HOLDINGS CO2.9K shares0.00%2026-03-312026-05-12

XAR SPDR SERIES TRUST2.8K shares0.98%2026-03-312026-05-12

ALL ALLSTATE CORP3.4K shares-1.26%2026-03-312026-05-12

CHKP CHECK POINT SOFTWARE TECH LT4.9K shares-1.10%2026-03-312026-05-12

DOV DOVER CORP3.3K shares0.00%2026-03-312026-05-12

UNP UNION PAC CORP2.8K shares0.00%2026-03-312026-05-12

ZS ZSCALER INC4.8K shares-3.24%2026-03-312026-05-12

ON ON SEMICONDUCTOR CORP10.8K shares0.00%2026-03-312026-05-12

Sponsored

PG PROCTER & GAMBLE CO4.6K shares2.70%2026-03-312026-05-12

IHI ISHARES TR12.0K shares0.00%2026-03-312026-05-12

IJK ISHARES TR6.2K shares-6.76%2026-03-312026-05-12

BABA ALIBABA GROUP HLDG LTD4.6K shares-0.43%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC2.8K shares0.00%2026-03-312026-05-12

NYT NEW YORK TIMES CO MTN BE6.6K shares0.00%2026-03-312026-05-12

RTX RTX CORPORATION2.9K shares0.00%2026-03-312026-05-12

MS MORGAN STANLEY3.2K shares0.00%2026-03-312026-05-12

Sponsored

VLUE ISHARES TR3.6K shares-1.63%2026-03-312026-05-12

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.9K shares-2.14%2026-03-312026-05-12

IWF ISHARES TR1.2K shares0.00%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION478 shares0.00%2026-03-312026-05-12

IEF ISHARES TR4.8K sharesnew addition2026-03-312026-05-12

EZU ISHARES INC7.2K shares-0.71%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON1.8K shares0.00%2026-03-312026-05-12

QUAL ISHARES TR2.2K shares0.00%2026-03-312026-05-12

Sponsored

FBND FIDELITY MERRIMACK STR TR9.1K sharesnew addition2026-03-312026-05-12

KRE SPDR SERIES TRUST6.2K shares0.00%2026-03-312026-05-12

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.9K shares0.00%2026-03-312026-05-12

ADI ANALOG DEVICES INC1.2K shares37.70%2026-03-312026-05-12

XSD SPDR SERIES TRUST1.1K shares0.00%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.00%2026-03-312026-05-12

SYK STRYKER CORPORATION1.1K shares-4.11%2026-03-312026-05-12

MUB ISHARES TR3.3K sharesnew addition2026-03-312026-05-12

Sponsored

LLY ELI LILLY & CO374 shares0.00%2026-03-312026-05-12

JPST J P MORGAN EXCHANGE TRADED F6.8K shares-6.87%2026-03-312026-05-12

BN BROOKFIELD CORP8.4K shares0.00%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC80 shares0.00%2026-03-312026-05-12

HUBS HUBSPOT INC1.4K shares-1.36%2026-03-312026-05-12

SUSA ISHARES TR2.5K shares0.00%2026-03-312026-05-12

KNSL KINSALE CAP GROUP INC971 shares0.00%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC360 shares44.00%2026-03-312026-05-12

Sponsored

IMTM ISHARES TR6.3K shares0.00%2026-03-312026-05-12

IEFA ISHARES TR3.3K shares7.82%2026-03-312026-05-12

EA ELECTRONIC ARTS INC1.4K shares0.00%2026-03-312026-05-12

THE CIGNA GROUP THE CIGNA GROUP1.1K shares-22.73%2026-03-312026-05-12

FVD FIRST TR EXCHANGE-TRADED FD6.0K shares-16.13%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares0.00%2026-03-312026-05-12

ISTB ISHARES TR5.6K sharesnew addition2026-03-312026-05-12

BAC BANK AMERICA CORP5.5K shares-2.74%2026-03-312026-05-12

Sponsored

ITA ISHARES TR1.2K shares0.00%2026-03-312026-05-12

EUFN ISHARES TR7.4K shares0.00%2026-03-312026-05-12

AME AMETEK INC1.2K shares0.00%2026-03-312026-05-12

VTI VANGUARD INDEX FDS785 shares0.00%2026-03-312026-05-12

SPHQ INVESCO EXCHANGE TRADED FD T3.3K sharesnew addition2026-03-312026-05-12

PFE PFIZER INC8.8K shares0.00%2026-03-312026-05-12

RF REGIONS FINANCIAL CORP NEW9.4K shares0.00%2026-03-312026-05-12

FAST FASTENAL CO5.1K shares0.00%2026-03-312026-05-12

Sponsored

SCHD SCHWAB STRATEGIC TR7.7K sharesnew addition2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO3.9K sharesnew addition2026-03-312026-05-12

FTAI AVIATION LTD FTAI AVIATION LTD955 sharesnew addition2026-03-312026-05-12

HII HUNTINGTON INGALLS INDS INC599 shares0.00%2026-03-312026-05-12

EQT CORP EQT CORP3.6K sharesnew addition2026-03-312026-05-12

LOW LOWES COS INC962 shares0.00%2026-03-312026-05-12

NFLX NETFLIX INC.2.3K shares0.00%2026-03-312026-05-12

VRTX VERTEX PHARMACEUTICALS INC485 shares1.46%2026-03-312026-05-12

Sponsored

VIG VANGUARD SPECIALIZED FUNDS985 shares0.00%2026-03-312026-05-12

IWD ISHARES TR978 shares0.00%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC217 shares0.00%2026-03-312026-05-12

IEMG ISHARES INC3.0K sharesnew addition2026-03-312026-05-12

SHOP SHOPIFY INC1.7K shares-1.76%2026-03-312026-05-12

GIL GILDAN ACTIVEWEAR INC3.7K shares0.00%2026-03-312026-05-12

KBE SPDR SERIES TRUST3.4K shares0.03%2026-03-312026-05-12

CRH PLC CRH PLC1.9K shares0.00%2026-03-312026-05-12

Sponsored

CAL CALERES INC10.7K sharesnew addition2026-03-312026-05-12

NVDA

NVIDIA CORPORATION

-0.68%

Shares69.3K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

2.57%

Shares29.1K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

0.04%

Shares28.5K

Event2026-03-31

Filed2026-05-12

USMV

ISHARES TR

1.90%

Shares69.2K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-0.52%

Shares21.4K

Event2026-03-31

Filed2026-05-12

SCHA

SCHWAB STRATEGIC TR

-1.32%

Shares197.9K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

0.59%

Shares18.3K

Event2026-03-31

Filed2026-05-12

XLI

SELECT SECTOR SPDR TR

-0.77%

Shares30.6K

Event2026-03-31

Filed2026-05-12

CRWD

CROWDSTRIKE HLDGS INC

-0.72%

Shares12.1K

Event2026-03-31

Filed2026-05-12

MTUM

ISHARES TR

-0.80%

Shares18.9K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

4.33%

Shares17.0K

Event2026-03-31

Filed2026-05-12

ASML

ASML HLDG NV

-0.48%

Shares3.1K

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB STRATEGIC TR

-2.47%

Shares129.0K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

1.97%

Shares9.5K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

-0.35%

Shares4.5K

Event2026-03-31

Filed2026-05-12

BOEING CO

1.02%

Shares14.9K

Event2026-03-31

Filed2026-05-12

CDNS

CADENCE DESIGN SYSTEM INC

-5.15%

Shares9.8K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-12

ARISTA NETWORKS INC

0.39%

Shares19.5K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-0.60%

Shares10.7K

Event2026-03-31

Filed2026-05-12

IGV

ISHARES TR

-1.79%

Shares27.5K

Event2026-03-31

Filed2026-05-12

VISA INC

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-12

TDG

TRANSDIGM GROUP INC

-0.44%

Shares1.6K

Event2026-03-31

Filed2026-05-12

DAL

DELTA AIR LINES INC

0.80%

Shares27.7K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

FDN

FIRST TR EXCHANGE-TRADED FD

-0.52%

Shares7.6K

Event2026-03-31

Filed2026-05-12

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-12

AIRR

FIRST TR EXCHANGE TRADED FD

2.53%

Shares13.9K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-12

UBER

UBER TECHNOLOGIES INC

-0.58%

Shares19.6K

Event2026-03-31

Filed2026-05-12

XPO

XPO INC

10.57%

Shares6.5K

Event2026-03-31

Filed2026-05-12

JSML

JANUS DETROIT STR TR

-0.94%

Shares17.5K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-12

NOW

SERVICENOW INC

-0.52%

Shares11.1K

Event2026-03-31

Filed2026-05-12

NTES

NETEASE COM INC

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-12

DVY

ISHARES TR

-1.74%

Shares7.1K

Event2026-03-31

Filed2026-05-12

CRM

SALESFORCE INC

-0.44%

Shares5.7K

Event2026-03-31

Filed2026-05-12

ISRG

INTUITIVE SURGICAL INC

-0.70%

Shares2.1K

Event2026-03-31

Filed2026-05-12

LAM RESEARCH CORP

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

3.50%

Shares4.4K

Event2026-03-31

Filed2026-05-12

ASTRAZENECA PLC

New

Shares4.8K

Event2026-03-31

Filed2026-05-12

XBI

SPDR SERIES TRUST

-0.78%

Shares7.3K

Event2026-03-31

Filed2026-05-12

IJT

ISHARES TR

-2.87%

Shares5.8K

Event2026-03-31

Filed2026-05-12

GENERAL MTRS CO

-1.18%

Shares10.7K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-12

GLW

CORNING INC

0.65%

Shares5.6K

Event2026-03-31

Filed2026-05-12

NEE

NEXTERA ENERGY INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-12

EOI

EATON VANCE ENHANCED EQUITY

0.00%

Shares39.6K

Event2026-03-31

Filed2026-05-12

VRT

VERTIV HOLDINGS CO

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-12

XAR

SPDR SERIES TRUST

0.98%

Shares2.8K

Event2026-03-31

Filed2026-05-12

ALL

ALLSTATE CORP

-1.26%

Shares3.4K

Event2026-03-31

Filed2026-05-12

CHKP

CHECK POINT SOFTWARE TECH LT

-1.10%

Shares4.9K

Event2026-03-31

Filed2026-05-12

DOV

DOVER CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-12

ZSCALER INC

-3.24%

Shares4.8K

Event2026-03-31

Filed2026-05-12

ON SEMICONDUCTOR CORP

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

2.70%

Shares4.6K

Event2026-03-31

Filed2026-05-12

IHI

ISHARES TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-12

IJK

ISHARES TR

-6.76%

Shares6.2K

Event2026-03-31

Filed2026-05-12

BABA

ALIBABA GROUP HLDG LTD

-0.43%

Shares4.6K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-12

NYT

NEW YORK TIMES CO MTN BE

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-12

MORGAN STANLEY

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-12

VLUE

ISHARES TR

-1.63%

Shares3.6K

Event2026-03-31

Filed2026-05-12

INVESCO EXCH TRADED FD TR II

-2.14%

Shares6.9K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares478

Event2026-03-31

Filed2026-05-12

IEF

ISHARES TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-12

EZU

ISHARES INC

-0.71%

Shares7.2K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-12

FBND

FIDELITY MERRIMACK STR TR

New

Shares9.1K

Event2026-03-31

Filed2026-05-12

KRE

SPDR SERIES TRUST

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-12

TE CONNECTIVITY PLC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-12

ADI

ANALOG DEVICES INC

37.70%

Shares1.2K

Event2026-03-31

Filed2026-05-12

XSD

SPDR SERIES TRUST

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

SYK

STRYKER CORPORATION

-4.11%

Shares1.1K

Event2026-03-31

Filed2026-05-12

MUB

ISHARES TR

New

Shares3.3K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

0.00%

Shares374

Event2026-03-31

Filed2026-05-12

JPST

J P MORGAN EXCHANGE TRADED F

-6.87%

Shares6.8K

Event2026-03-31

Filed2026-05-12

BROOKFIELD CORP

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-12

BKNG

BOOKING HOLDINGS INC

0.00%

Shares80

Event2026-03-31

Filed2026-05-12

HUBS

HUBSPOT INC

-1.36%

Shares1.4K

Event2026-03-31

Filed2026-05-12

SUSA

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

KNSL

KINSALE CAP GROUP INC

0.00%

Shares971

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS GROUP INC

44.00%

Shares360

Event2026-03-31

Filed2026-05-12

IMTM

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

7.82%

Shares3.3K

Event2026-03-31

Filed2026-05-12

ELECTRONIC ARTS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

THE CIGNA GROUP

-22.73%

Shares1.1K

Event2026-03-31

Filed2026-05-12

FVD

FIRST TR EXCHANGE-TRADED FD

-16.13%

Shares6.0K

Event2026-03-31

Filed2026-05-12

ACCENTURE PLC IRELAND

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

ISTB

ISHARES TR

New

Shares5.6K

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

-2.74%

Shares5.5K

Event2026-03-31

Filed2026-05-12

ITA

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

EUFN

ISHARES TR

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-12

AME

AMETEK INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

0.00%

Shares785

Event2026-03-31

Filed2026-05-12

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares3.3K

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-12

REGIONS FINANCIAL CORP NEW

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-12

FAST

FASTENAL CO

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

New

Shares7.7K

Event2026-03-31

Filed2026-05-12

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares3.9K

Event2026-03-31

Filed2026-05-12

FTAI AVIATION LTD

New

Shares955

Event2026-03-31

Filed2026-05-12

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares599

Event2026-03-31

Filed2026-05-12

EQT CORP

New

Shares3.6K

Event2026-03-31

Filed2026-05-12

LOW

LOWES COS INC

0.00%

Shares962

Event2026-03-31

Filed2026-05-12

NFLX

NETFLIX INC.

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-12

VRTX

VERTEX PHARMACEUTICALS INC

1.46%

Shares485

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares985

Event2026-03-31

Filed2026-05-12

IWD

ISHARES TR

0.00%

Shares978

Event2026-03-31

Filed2026-05-12

BLACKROCK INC

0.00%

Shares217

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-12

SHOP

SHOPIFY INC

-1.76%

Shares1.7K

Event2026-03-31

Filed2026-05-12

GIL

GILDAN ACTIVEWEAR INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-12

KBE

SPDR SERIES TRUST

0.03%

Shares3.4K

Event2026-03-31

Filed2026-05-12

CRH PLC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-12

CAL

CALERES INC

New

Shares10.7K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available