Sponsored
The Analysis of GW&K Investment Management, LLC's Holdings & P&L
Currently, GW&K Investment Management, LLC holds 1020 types of securities in its portfolio with a total value $11.3M. In the most recent quarter, they have increased their positions in N/A (+915.8K shares, valued at $70.1K), N/A (+287.3K shares, valued at $68.4K), FN (+128.3K shares, valued at $66.9K); decreased their positions in MTSI (-378.9K shares, valued at $84.1K), TPH (-1.4M shares, valued at $64.1K), RBC (-82.5K shares, valued at $44.8K); initiated new positions in N/A (+915.8K shares, valued at $70.1K), N/A (+287.3K shares, valued at $68.4K), FN (+128.3K shares, valued at $66.9K).
1M P&L
+223.7M+1.89%
3M P&L
+372.5M+3.19%
HY P&L
+1.4B+13.14%
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
1Banks - Regional701.6K
6.5%
2Biotechnology660.8K
6.1%
3Software - Application468.9K
4.3%
Top Industries by Stock Count
1N/A73 stocks
7.9%
2Software - Application39 stocks
4.2%
3Banks - Regional38 stocks
4.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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PINNACLE FINANCIAL PARTNERS PINNACLE FINANCIAL PARTNERS545.4K sharesnew addition2026-03-312026-05-13
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INVESCO S&P 500 EQUAL WEIGHT INVESCO S&P 500 EQUAL WEIGHT3.8K sharesnew addition2026-03-312026-05-13
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AEIS
-11.80%ADVANCED ENERGY INDUSTRIES
Shares601.1K
Event2026-03-31
Filed2026-05-13
MTSI
-31.11%MACOM TECHNOLOGY SOLUTIONS H
Shares839.1K
Event2026-03-31
Filed2026-05-13
RBC
-22.63%RBC BEARINGS INC
Shares281.9K
Event2026-03-31
Filed2026-05-13
ITT INC
-7.43%ITT INC
Shares796.7K
Event2026-03-31
Filed2026-05-13
SPXC
28.78%SPX TECHNOLOGIES INC
Shares675.1K
Event2026-03-31
Filed2026-05-13
FIX
-14.31%COMFORT SYSTEMS USA INC
Shares95.7K
Event2026-03-31
Filed2026-05-13
GMED
-1.43%GLOBUS MEDICAL INC - A
Shares1.5M
Event2026-03-31
Filed2026-05-13
APG
-1.95%API GROUP CORP
Shares3.1M
Event2026-03-31
Filed2026-05-13
STRL
-2.28%STERLING INFRASTRUCTURE INC
Shares304.7K
Event2026-03-31
Filed2026-05-13
LOPE
-1.74%GRAND CANYON EDUCATION INC
Shares723.7K
Event2026-03-31
Filed2026-05-13
BURL
-0.46%BURLINGTON STORES INC
Shares339.5K
Event2026-03-31
Filed2026-05-13
POWL
-21.21%POWELL INDUSTRIES INC
Shares200.5K
Event2026-03-31
Filed2026-05-13
TXRH
-2.12%TEXAS ROADHOUSE INC
Shares638.8K
Event2026-03-31
Filed2026-05-13
BROADCOM INC
-14.86%BROADCOM INC
Shares336.8K
Event2026-03-31
Filed2026-05-13
FSS
69.68%FEDERAL SIGNAL CORP
Shares958.1K
Event2026-03-31
Filed2026-05-13
INSM
29.08%INSMED INC
Shares623.0K
Event2026-03-31
Filed2026-05-13
NOVT
16.51%NOVANTA INC
Shares858.7K
Event2026-03-31
Filed2026-05-13
MSFT
-9.39%MICROSOFT CORP
Shares272.7K
Event2026-03-31
Filed2026-05-13
IDA
-2.40%IDACORP INC
Shares699.8K
Event2026-03-31
Filed2026-05-13
MTDR
-0.82%MATADOR RESOURCES CO
Shares1.6M
Event2026-03-31
Filed2026-05-13
MGY
-2.78%MAGNOLIA OIL & GAS CORP - A
Shares3.1M
Event2026-03-31
Filed2026-05-13
SF
45.73%STIFEL FINANCIAL CORP
Shares1.3M
Event2026-03-31
Filed2026-05-13
MOG.A
-2.29%MOOG INC-CLASS A
Shares328.9K
Event2026-03-31
Filed2026-05-13
JBL
-6.14%JABIL INC
Shares345.3K
Event2026-03-31
Filed2026-05-13
GTES
-11.16%GATES INDUSTRIAL CORP PLC
Shares4.0M
Event2026-03-31
Filed2026-05-13
HALO
11.10%HALOZYME THERAPEUTICS INC
Shares1.4M
Event2026-03-31
Filed2026-05-13
MEDP
17.01%MEDPACE HOLDINGS INC
Shares182.8K
Event2026-03-31
Filed2026-05-13
ENTG
-1.18%ENTEGRIS INC
Shares739.1K
Event2026-03-31
Filed2026-05-13
NDSN
-10.74%NORDSON CORP
Shares312.6K
Event2026-03-31
Filed2026-05-13
PFGC
-0.71%PERFORMANCE FOOD GROUP CO
Shares966.9K
Event2026-03-31
Filed2026-05-13
UMBF
-2.38%UMB FINANCIAL CORP
Shares701.2K
Event2026-03-31
Filed2026-05-13
CVCO
8.03%CAVCO INDUSTRIES INC
Shares163.3K
Event2026-03-31
Filed2026-05-13
NBIX
2.96%NEUROCRINE BIOSCIENCES INC
Shares593.7K
Event2026-03-31
Filed2026-05-13
BJ
-2.52%BJS WHOLESALE CLUB HOLDINGS
Shares744.3K
Event2026-03-31
Filed2026-05-13
AIT
25.39%APPLIED INDUSTRIAL TECH INC
Shares271.5K
Event2026-03-31
Filed2026-05-13
BBIO
53.75%BRIDGEBIO PHARMA INC
Shares962.6K
Event2026-03-31
Filed2026-05-13
ESI
-13.19%ELEMENT SOLUTIONS INC
Shares2.1M
Event2026-03-31
Filed2026-05-13
JAZZ
-13.22%JAZZ PHARMACEUTICALS PLC
Shares371.1K
Event2026-03-31
Filed2026-05-13
PIPER SANDLER COS
NewPIPER SANDLER COS
Shares915.8K
Event2026-03-31
Filed2026-05-13
VOYA
10.26%VOYA FINANCIAL INC
Shares1.0M
Event2026-03-31
Filed2026-05-13
COHERENT CORP
NewCOHERENT CORP
Shares287.3K
Event2026-03-31
Filed2026-05-13
SITE
-0.73%SITEONE LANDSCAPE SUPPLY INC
Shares506.8K
Event2026-03-31
Filed2026-05-13
ABBV
-17.47%ABBVIE INC
Shares309.4K
Event2026-03-31
Filed2026-05-13
FN
NewFABRINET
Shares128.3K
Event2026-03-31
Filed2026-05-13
PM
-1.49%PHILIP MORRIS INTERNATIONAL
Shares397.7K
Event2026-03-31
Filed2026-05-13
RPM
14.83%RPM INTERNATIONAL INC
Shares646.2K
Event2026-03-31
Filed2026-05-13
ETR
-1.60%ENTERGY CORP
Shares568.7K
Event2026-03-31
Filed2026-05-13
JPM
-1.38%JPMORGAN CHASE & CO
Shares214.5K
Event2026-03-31
Filed2026-05-13
CFG
-1.54%CITIZENS FINANCIAL GROUP
Shares1.1M
Event2026-03-31
Filed2026-05-13
GBCI
5.75%GLACIER BANCORP INC
Shares1.4M
Event2026-03-31
Filed2026-05-13
CHDN
-2.02%CHURCHILL DOWNS INC
Shares668.4K
Event2026-03-31
Filed2026-05-13
SEI
-1.92%SOLARIS ENERGY INFRASTRUCTUR
Shares1.1M
Event2026-03-31
Filed2026-05-13
PCOR
-0.19%PROCORE TECHNOLOGIES INC
Shares1.0M
Event2026-03-31
Filed2026-05-13
VIAV
-30.62%VIAVI SOLUTIONS INC
Shares1.8M
Event2026-03-31
Filed2026-05-13
LECO
13.72%LINCOLN ELECTRIC HOLDINGS
Shares236.2K
Event2026-03-31
Filed2026-05-13
CRNX
9.64%CRINETICS PHARMACEUTICALS IN
Shares1.6M
Event2026-03-31
Filed2026-05-13
IONS
-0.93%IONIS PHARMACEUTICALS INC
Shares779.3K
Event2026-03-31
Filed2026-05-13
NVDA
-1.99%NVIDIA CORP
Shares331.5K
Event2026-03-31
Filed2026-05-13
AUB
-2.92%ATLANTIC UNION BANKSHARES CO
Shares1.6M
Event2026-03-31
Filed2026-05-13
WTFC
-2.96%WINTRUST FINANCIAL CORP
Shares399.0K
Event2026-03-31
Filed2026-05-13
EXP
-2.59%EAGLE MATERIALS INC
Shares291.8K
Event2026-03-31
Filed2026-05-13
AIZ
-2.46%ASSURANT INC
Shares253.1K
Event2026-03-31
Filed2026-05-13
SUPN
-2.36%SUPERNUS PHARMACEUTICALS INC
Shares1.1M
Event2026-03-31
Filed2026-05-13
CNQ
-14.57%CANADIAN NATURAL RESOURCES
Shares1.1M
Event2026-03-31
Filed2026-05-13
DORM
-3.01%DORMAN PRODUCTS INC
Shares513.7K
Event2026-03-31
Filed2026-05-13
RTX
-1.50%RTX CORP
Shares276.5K
Event2026-03-31
Filed2026-05-13
CGNX
-28.96%COGNEX CORP
Shares1.1M
Event2026-03-31
Filed2026-05-13
EGP
-0.78%EASTGROUP PROPERTIES INC
Shares285.5K
Event2026-03-31
Filed2026-05-13
VCEL
2.27%VERICEL CORP
Shares1.6M
Event2026-03-31
Filed2026-05-13
CFR
-1.87%CULLEN/FROST BANKERS INC
Shares376.2K
Event2026-03-31
Filed2026-05-13
TNDM
0.52%TANDEM DIABETES CARE INC
Shares2.7M
Event2026-03-31
Filed2026-05-13
KNSL
-1.25%KINSALE CAPITAL GROUP INC
Shares150.6K
Event2026-03-31
Filed2026-05-13
VIPER ENERGY INC-CL A
-0.61%VIPER ENERGY INC-CL A
Shares1.1M
Event2026-03-31
Filed2026-05-13
HLI
-0.61%HOULIHAN LOKEY INC
Shares354.1K
Event2026-03-31
Filed2026-05-13
SUI
-1.28%SUN COMMUNITIES INC
Shares392.9K
Event2026-03-31
Filed2026-05-13
LEVI
19.86%LEVI STRAUSS & CO- CLASS A
Shares2.7M
Event2026-03-31
Filed2026-05-13
KWR
-2.55%QUAKER HOUGHTON
Shares396.0K
Event2026-03-31
Filed2026-05-13
BIO
-1.34%BIO-RAD LABORATORIES-A
Shares174.7K
Event2026-03-31
Filed2026-05-13
NTRA
-0.80%NATERA INC
Shares242.0K
Event2026-03-31
Filed2026-05-13
MS
-1.81%MORGAN STANLEY
Shares293.5K
Event2026-03-31
Filed2026-05-13
THR
-41.46%THERMON GROUP HOLDINGS INC
Shares952.5K
Event2026-03-31
Filed2026-05-13
AVNT
1.14%AVIENT CORP
Shares1.3M
Event2026-03-31
Filed2026-05-13
PINNACLE FINANCIAL PARTNERS
NewPINNACLE FINANCIAL PARTNERS
Shares545.4K
Event2026-03-31
Filed2026-05-13
ALLE
46.11%ALLEGION PLC
Shares321.1K
Event2026-03-31
Filed2026-05-13
ITGR
-1.30%INTEGER HOLDINGS CORP
Shares527.9K
Event2026-03-31
Filed2026-05-13
VCYT
26.07%VERACYTE INC
Shares1.4M
Event2026-03-31
Filed2026-05-13
ORI
-2.02%OLD REPUBLIC INTL CORP
Shares1.2M
Event2026-03-31
Filed2026-05-13
CSW
8.78%CSW INDUSTRIALS INC
Shares173.2K
Event2026-03-31
Filed2026-05-13
ALPHABET INC-CL A
-2.00%ALPHABET INC-CL A
Shares153.7K
Event2026-03-31
Filed2026-05-13
SEACOAST BANKING CORP/FL
-0.87%SEACOAST BANKING CORP/FL
Shares1.5M
Event2026-03-31
Filed2026-05-13
FERGUSON ENTERPRISES INC
-1.62%FERGUSON ENTERPRISES INC
Shares188.5K
Event2026-03-31
Filed2026-05-13
OVV
-1.76%OVINTIV INC
Shares734.5K
Event2026-03-31
Filed2026-05-13
POR
-2.93%PORTLAND GENERAL ELECTRIC CO
Shares824.6K
Event2026-03-31
Filed2026-05-13
CW
NewCURTISS-WRIGHT CORP
Shares63.0K
Event2026-03-31
Filed2026-05-13
QSR
-1.61%RESTAURANT BRANDS INTERN
Shares578.5K
Event2026-03-31
Filed2026-05-13
AR
-0.63%ANTERO RESOURCES CORP
Shares1.0M
Event2026-03-31
Filed2026-05-13
ABCB
-2.59%AMERIS BANCORP
Shares544.9K
Event2026-03-31
Filed2026-05-13
ADC
-38.66%AGREE REALTY CORP
Shares556.1K
Event2026-03-31
Filed2026-05-13
FAST
-1.41%FASTENAL CO
Shares897.3K
Event2026-03-31
Filed2026-05-13
AGIO
0.63%AGIOS PHARMACEUTICALS INC
Shares1.2M
Event2026-03-31
Filed2026-05-13
GPI
-8.87%GROUP 1 AUTOMOTIVE INC
Shares124.0K
Event2026-03-31
Filed2026-05-13
SAIL
-4.04%SAILPOINT INC
Shares3.1M
Event2026-03-31
Filed2026-05-13
CRDO
7.99%CREDO TECHNOLOGY GROUP HOLDI
Shares433.8K
Event2026-03-31
Filed2026-05-13
SKY
10.92%CHAMPION HOMES INC
Shares546.9K
Event2026-03-31
Filed2026-05-13
STAG
-2.47%STAG INDUSTRIAL INC
Shares1.1M
Event2026-03-31
Filed2026-05-13
KO
-1.91%COCA-COLA CO/THE
Shares531.9K
Event2026-03-31
Filed2026-05-13
BR
15.22%BROADRIDGE FINANCIAL SOLUTIO
Shares246.7K
Event2026-03-31
Filed2026-05-13
HQY
0.31%HEALTHEQUITY INC
Shares464.3K
Event2026-03-31
Filed2026-05-13
FTAI AVIATION LTD
-49.44%FTAI AVIATION LTD
Shares157.4K
Event2026-03-31
Filed2026-05-13
NWE
-2.40%NORTHWESTERN ENERGY GROUP IN
Shares579.6K
Event2026-03-31
Filed2026-05-13
DCO
-2.42%DUCOMMUN INC
Shares312.0K
Event2026-03-31
Filed2026-05-13
PATK
-2.40%PATRICK INDUSTRIES INC
Shares340.7K
Event2026-03-31
Filed2026-05-13
BLACKROCK INC
-1.62%BLACKROCK INC
Shares38.8K
Event2026-03-31
Filed2026-05-13
SMTC
15.74%SEMTECH CORP
Shares477.5K
Event2026-03-31
Filed2026-05-13
PCTY
-2.67%PAYLOCITY HOLDING CORP
Shares339.6K
Event2026-03-31
Filed2026-05-13
SSD
-3.07%SIMPSON MANUFACTURING CO INC
Shares212.5K
Event2026-03-31
Filed2026-05-13
TSM
NewTAIWAN SEMICONDUCTOR-SP ADR
Shares107.3K
Event2026-03-31
Filed2026-05-13
BCPC
-2.00%BALCHEM CORP
Shares210.7K
Event2026-03-31
Filed2026-05-13
SCI
-1.57%SERVICE CORP INTERNATIONAL
Shares426.4K
Event2026-03-31
Filed2026-05-13
HD
-1.47%HOME DEPOT INC
Shares106.0K
Event2026-03-31
Filed2026-05-13
EPAC
20.10%ENERPAC TOOL GROUP CORP
Shares943.1K
Event2026-03-31
Filed2026-05-13
STERIS PLC
-10.81%STERIS PLC
Shares155.0K
Event2026-03-31
Filed2026-05-13
LGN
22.71%LEGENCE CORP-CL A
Shares603.1K
Event2026-03-31
Filed2026-05-13
RARE
17.45%ULTRAGENYX PHARMACEUTICAL IN
Shares1.6M
Event2026-03-31
Filed2026-05-13
CATY
10.60%CATHAY GENERAL BANCORP
Shares664.9K
Event2026-03-31
Filed2026-05-13
RHP
21.22%RYMAN HOSPITALITY PROPERTIES
Shares353.6K
Event2026-03-31
Filed2026-05-13
CYTK
4.71%CYTOKINETICS INC
Shares494.6K
Event2026-03-31
Filed2026-05-13
AMGN
-1.58%AMGEN INC
Shares92.3K
Event2026-03-31
Filed2026-05-13
SNDR
-29.57%SCHNEIDER NATIONAL INC-CL B
Shares1.2M
Event2026-03-31
Filed2026-05-13
PLNT
NewPLANET FITNESS INC - CL A
Shares433.1K
Event2026-03-31
Filed2026-05-13
LCII
NewLCI INDUSTRIES
Shares261.9K
Event2026-03-31
Filed2026-05-13
WTRG
-1.78%ESSENTIAL UTILITIES INC
Shares799.2K
Event2026-03-31
Filed2026-05-13
CDRE
26.94%CADRE HOLDINGS INC
Shares1.0M
Event2026-03-31
Filed2026-05-13
ALLY
-1.54%ALLY FINANCIAL INC
Shares812.2K
Event2026-03-31
Filed2026-05-13
MZTI
-3.83%MARZETTI COMPANY/THE
Shares228.9K
Event2026-03-31
Filed2026-05-13
CENTA
-3.69%CENTRAL GARDEN AND PET CO-A
Shares963.3K
Event2026-03-31
Filed2026-05-13
BCRX
2.52%BIOCRYST PHARMACEUTICALS INC
Shares3.2M
Event2026-03-31
Filed2026-05-13
ENB
-44.54%ENBRIDGE INC
Shares564.9K
Event2026-03-31
Filed2026-05-13
TXN
17760.59%TEXAS INSTRUMENTS INC
Shares156.8K
Event2026-03-31
Filed2026-05-13
ABT
-11.35%ABBOTT LABORATORIES
Shares296.5K
Event2026-03-31
Filed2026-05-13
MANH
-2.49%MANHATTAN ASSOCIATES INC
Shares225.7K
Event2026-03-31
Filed2026-05-13
LGND
27.31%LIGAND PHARMACEUTICALS
Shares149.5K
Event2026-03-31
Filed2026-05-13
AAPL
-1.31%APPLE INC
Shares117.2K
Event2026-03-31
Filed2026-05-13
CRS
-0.84%CARPENTER TECHNOLOGY
Shares75.4K
Event2026-03-31
Filed2026-05-13
CHRD
3.29%CHORD ENERGY CORP
Shares208.7K
Event2026-03-31
Filed2026-05-13
WMB
47635.10%WILLIAMS COS INC
Shares405.3K
Event2026-03-31
Filed2026-05-13
POOL
-0.06%POOL CORP
Shares139.8K
Event2026-03-31
Filed2026-05-13
AVAV
-30.62%AEROVIRONMENT INC
Shares154.1K
Event2026-03-31
Filed2026-05-13
USPH
1.85%U.S. PHYSICAL THERAPY INC
Shares368.7K
Event2026-03-31
Filed2026-05-13
PWR
-2.14%QUANTA SERVICES INC
Shares50.1K
Event2026-03-31
Filed2026-05-13
ATRC
1.19%ATRICURE INC
Shares963.4K
Event2026-03-31
Filed2026-05-13
PRIM
-25.56%PRIMORIS SERVICES CORP
Shares192.0K
Event2026-03-31
Filed2026-05-13
NHI
19.32%NATL HEALTH INVESTORS INC
Shares335.0K
Event2026-03-31
Filed2026-05-13
AORT
-2.00%ARTIVION INC
Shares738.7K
Event2026-03-31
Filed2026-05-13
LINDE PLC
-43.64%LINDE PLC
Shares54.6K
Event2026-03-31
Filed2026-05-13
IWM
-30.82%ISHARES RUSSELL 2000 ETF
Shares107.8K
Event2026-03-31
Filed2026-05-13
HMN
-2.43%HORACE MANN EDUCATORS
Shares626.3K
Event2026-03-31
Filed2026-05-13
ABG
-0.76%ASBURY AUTOMOTIVE GROUP
Shares136.1K
Event2026-03-31
Filed2026-05-13
MCHP
28566.78%MICROCHIP TECHNOLOGY INC
Shares405.6K
Event2026-03-31
Filed2026-05-13
GTX
-18.83%GARRETT MOTION INC
Shares1.4M
Event2026-03-31
Filed2026-05-13
BELFB
-19.65%BEL FUSE INC-CL B
Shares130.4K
Event2026-03-31
Filed2026-05-13
SKWD
-2.40%SKYWARD SPECIALTY INSURANCE
Shares590.1K
Event2026-03-31
Filed2026-05-13
GPOR
-2.09%GULFPORT ENERGY CORP
Shares121.7K
Event2026-03-31
Filed2026-05-13
COCO
-2.10%VITA COCO CO INC/THE
Shares537.2K
Event2026-03-31
Filed2026-05-13
HLMN
-0.15%HILLMAN SOLUTIONS CORP
Shares3.1M
Event2026-03-31
Filed2026-05-13
DOC
-0.10%HEALTHPEAK PROPERTIES INC
Shares1.6M
Event2026-03-31
Filed2026-05-13
DELL
25479.50%DELL TECHNOLOGIES -C
Shares153.5K
Event2026-03-31
Filed2026-05-13
ITRN
-5.68%ITURAN LOCATION AND CONTROL
Shares509.2K
Event2026-03-31
Filed2026-05-13
ATMU
-9.01%ATMUS FILTRATION TECHNOLOGIE
Shares439.2K
Event2026-03-31
Filed2026-05-13
AMZN
-1.93%AMAZON.COM INC
Shares118.6K
Event2026-03-31
Filed2026-05-13
CSCO
-44.65%CISCO SYS INC
Shares316.9K
Event2026-03-31
Filed2026-05-13
TPH
-72.85%TRI POINTE HOMES INC
Shares510.9K
Event2026-03-31
Filed2026-05-13
SNX
-9.33%TD SYNNEX CORP
Shares141.2K
Event2026-03-31
Filed2026-05-13
IRT
21.70%INDEPENDENCE REALTY TRUST IN
Shares1.6M
Event2026-03-31
Filed2026-05-13
HLNE
-4.76%HAMILTON LANE INC-CLASS A
Shares237.8K
Event2026-03-31
Filed2026-05-13
INTA
-4.49%INTAPP INC
Shares910.9K
Event2026-03-31
Filed2026-05-13
EATON CORP PLC
9647.39%EATON CORP PLC
Shares65.4K
Event2026-03-31
Filed2026-05-13
ARQT
-2.00%ARCUTIS BIOTHERAPEUTICS INC
Shares988.4K
Event2026-03-31
Filed2026-05-13
MTX
-1.79%MINERALS TECHNOLOGIES INC
Shares321.7K
Event2026-03-31
Filed2026-05-13
BOOT
-2.28%BOOT BARN HOLDINGS INC
Shares155.2K
Event2026-03-31
Filed2026-05-13
IP
5.61%INTERNATIONAL PAPER CO
Shares633.0K
Event2026-03-31
Filed2026-05-13
INDB
-2.07%INDEPENDENT BANK CORP/MA
Shares297.0K
Event2026-03-31
Filed2026-05-13
LRN
8.03%STRIDE INC
Shares250.7K
Event2026-03-31
Filed2026-05-13
OCFC
-2.18%OCEANFIRST FINANCIAL CORP
Shares1.2M
Event2026-03-31
Filed2026-05-13
CNS
-1.12%COHEN & STEERS INC
Shares353.1K
Event2026-03-31
Filed2026-05-13
MASI
2.86%MASIMO CORP
Shares122.8K
Event2026-03-31
Filed2026-05-13
RUSHA
-8.62%RUSH ENTERPRISES INC-CL A
Shares320.7K
Event2026-03-31
Filed2026-05-13
HWKN
-7.55%HAWKINS INC
Shares137.4K
Event2026-03-31
Filed2026-05-13
MLM
-2.48%MARTIN MARIETTA MATERIALS
Shares35.8K
Event2026-03-31
Filed2026-05-13
TCBI
-1.82%TEXAS CAPITAL BANCSHARES INC
Shares221.0K
Event2026-03-31
Filed2026-05-13
ALGM
-1.43%ALLEGRO MICROSYSTEMS INC
Shares659.6K
Event2026-03-31
Filed2026-05-13
AZTA
-37.21%AZENTA INC
Shares973.3K
Event2026-03-31
Filed2026-05-13
FWRG
-3.61%FIRST WATCH RESTAURANT GROUP
Shares2.0M
Event2026-03-31
Filed2026-05-13
AAMI
-8.98%ACADIAN ASSET MANAGEMENT INC
Shares376.0K
Event2026-03-31
Filed2026-05-13
APPF
-15.02%APPFOLIO INC - A
Shares126.7K
Event2026-03-31
Filed2026-05-13
GRBK
-10.32%GREEN BRICK PARTNERS INC
Shares308.9K
Event2026-03-31
Filed2026-05-13
GNRC
-8.61%GENERAC HOLDINGS INC
Shares101.7K
Event2026-03-31
Filed2026-05-13
PAYX
-30.23%PAYCHEX INC.
Shares213.9K
Event2026-03-31
Filed2026-05-13
AMCOR PLC
NewAMCOR PLC
Shares493.2K
Event2026-03-31
Filed2026-05-13
LLY
-2.07%LILLY ELI & CO
Shares21.0K
Event2026-03-31
Filed2026-05-13
PWP
32.16%PERELLA WEINBERG PARTNERS
Shares1.1M
Event2026-03-31
Filed2026-05-13
UFPI
-1.92%UFP INDUSTRIES INC
Shares207.3K
Event2026-03-31
Filed2026-05-13
MOD
-35.63%MODINE MANUFACTURING CO
Shares86.6K
Event2026-03-31
Filed2026-05-13
CWST
2.12%CASELLA WASTE SYSTEMS INC-A
Shares232.3K
Event2026-03-31
Filed2026-05-13
MA
-2.60%MASTERCARD INC - A
Shares36.7K
Event2026-03-31
Filed2026-05-13
ALKT
-0.19%ALKAMI TECHNOLOGY INC
Shares1.2M
Event2026-03-31
Filed2026-05-13
FBK
20.89%FB FINANCIAL CORP
Shares351.2K
Event2026-03-31
Filed2026-05-13
RVLV
0.98%REVOLVE GROUP INC
Shares805.2K
Event2026-03-31
Filed2026-05-13
GPC
179117.89%GENUINE PARTS CO
Shares170.3K
Event2026-03-31
Filed2026-05-13
BRC
-8.86%BRADY CORPORATION - CL A
Shares220.9K
Event2026-03-31
Filed2026-05-13
NBN
-7.48%NORTHEAST BANK
Shares159.7K
Event2026-03-31
Filed2026-05-13
DSGX
-41.68%DESCARTES SYSTEMS GRP/THE
Shares250.5K
Event2026-03-31
Filed2026-05-13
FMBH
-8.89%FIRST MID BANCSHARES INC
Shares432.4K
Event2026-03-31
Filed2026-05-13
EVR
5.77%EVERCORE INC
Shares59.2K
Event2026-03-31
Filed2026-05-13
VSEC
-6.51%VSE CORP
Shares95.1K
Event2026-03-31
Filed2026-05-13
WTM
-8.06%WHITE MOUNTAINS INSURANCE GP
Shares7.9K
Event2026-03-31
Filed2026-05-13
VVV
67.38%VALVOLINE INC
Shares516.5K
Event2026-03-31
Filed2026-05-13
OWL
1.64%BLUE OWL CAPITAL INC
Shares1.9M
Event2026-03-31
Filed2026-05-13
CVLT
3.83%COMMVAULT SYSTEMS INC
Shares216.9K
Event2026-03-31
Filed2026-05-13
WSR
-6.43%WHITESTONE REIT
Shares1.0M
Event2026-03-31
Filed2026-05-13
MCHB
-8.12%MECHANICS BANCORP-A
Shares1.1M
Event2026-03-31
Filed2026-05-13
CRL
-5.81%CHARLES RIVER LABORATORIES
Shares95.2K
Event2026-03-31
Filed2026-05-13
VWO
9.30%VANGUARD FTSE EMERGING MARKE
Shares301.8K
Event2026-03-31
Filed2026-05-13
NEO
-2.14%NEOGENOMICS INC
Shares2.2M
Event2026-03-31
Filed2026-05-13
FDS
131201.75%FACTSET RESEARCH SYSTEMS INC
Shares74.8K
Event2026-03-31
Filed2026-05-13
MWA
-8.28%MUELLER WATER PRODUCTS INC-A
Shares583.7K
Event2026-03-31
Filed2026-05-13
IDXX
-2.46%IDEXX LABORATORIES INC
Shares28.4K
Event2026-03-31
Filed2026-05-13
TDG
-2.28%TRANSDIGM GROUP INC
Shares13.6K
Event2026-03-31
Filed2026-05-13
PHAT
8.76%PHATHOM PHARMACEUTICALS INC
Shares1.4M
Event2026-03-31
Filed2026-05-13
THOMSON REUTERS CORP
NewTHOMSON REUTERS CORP
Shares175.0K
Event2026-03-31
Filed2026-05-13
TMO
-1.99%THERMO FISHER SCIENTIFIC INC
Shares32.0K
Event2026-03-31
Filed2026-05-13
ESQ
-27.26%ESQUIRE FINANCIAL HOLDINGS I
Shares145.4K
Event2026-03-31
Filed2026-05-13
ATGE
-8.72%COVISTA INC
Shares133.1K
Event2026-03-31
Filed2026-05-13
KNF
-9.72%KNIFE RIVER CORP
Shares186.8K
Event2026-03-31
Filed2026-05-13
SN
-7.22%SHARKNINJA INC
Shares135.3K
Event2026-03-31
Filed2026-05-13
SHAK
-0.43%SHAKE SHACK INC - CLASS A
Shares157.5K
Event2026-03-31
Filed2026-05-13
CCB
-8.01%COASTAL FINANCIAL CORP/WA
Shares182.0K
Event2026-03-31
Filed2026-05-13
TILE
-44.83%INTERFACE INC
Shares548.1K
Event2026-03-31
Filed2026-05-13
FNF
-1.58%FIDELITY NATIONAL FINANCIAL
Shares289.6K
Event2026-03-31
Filed2026-05-13
FICO
209.67%FAIR ISAAC CORP
Shares12.4K
Event2026-03-31
Filed2026-05-13
IDEV
54.17%ISHARES CORE MSCI DEV MKTS
Shares154.5K
Event2026-03-31
Filed2026-05-13
ARES
20656.69%ARES MANAGEMENT CORP - A
Shares117.9K
Event2026-03-31
Filed2026-05-13
CBZ
-38.61%CBIZ INC
Shares478.3K
Event2026-03-31
Filed2026-05-13
IVV
7.15%ISHARES CORE S&P 500 ETF
Shares18.6K
Event2026-03-31
Filed2026-05-13
META
-38.52%META PLATFORMS INC-CLASS A
Shares20.9K
Event2026-03-31
Filed2026-05-13
HOV
-11.80%HOVNANIAN ENTERPRISES-A
Shares107.1K
Event2026-03-31
Filed2026-05-13
LZB
-1.54%LA-Z-BOY INC
Shares368.8K
Event2026-03-31
Filed2026-05-13
TYL
15.84%TYLER TECHNOLOGIES INC
Shares34.5K
Event2026-03-31
Filed2026-05-13
OLLI
-9.32%OLLIES BARGAIN OUTLET HOLDI
Shares128.1K
Event2026-03-31
Filed2026-05-13
APH
4284.20%AMPHENOL CORP-CL A
Shares92.7K
Event2026-03-31
Filed2026-05-13
UTZ
2.91%UTZ BRANDS INC
Shares1.4M
Event2026-03-31
Filed2026-05-13
UFPT
-8.70%UFP TECHNOLOGIES INC
Shares57.2K
Event2026-03-31
Filed2026-05-13
OXM
6.72%OXFORD INDUSTRIES INC
Shares273.7K
Event2026-03-31
Filed2026-05-13
WST
-1.78%WEST PHARMACEUTICAL SERVICES
Shares40.7K
Event2026-03-31
Filed2026-05-13
RRC
1.71%RANGE RESOURCES CORP
Shares209.9K
Event2026-03-31
Filed2026-05-13
LEGH
-34.44%LEGACY HOUSING CORP
Shares459.8K
Event2026-03-31
Filed2026-05-13
AJG
-3.96%ARTHUR J GALLAGHER & CO
Shares43.1K
Event2026-03-31
Filed2026-05-13
VRRM
-7.25%VERRA MOBILITY CORP
Shares622.6K
Event2026-03-31
Filed2026-05-13
PJT
0.33%PJT PARTNERS INC - A
Shares63.6K
Event2026-03-31
Filed2026-05-13
TSLA
-2.28%TESLA INC
Shares23.6K
Event2026-03-31
Filed2026-05-13
AIN
-9.15%ALBANY INTL CORP-CL A
Shares165.5K
Event2026-03-31
Filed2026-05-13
PHR
-0.67%PHREESIA INC
Shares1.0M
Event2026-03-31
Filed2026-05-13
ACHC
41.78%ACADIA HEALTHCARE CO INC
Shares355.0K
Event2026-03-31
Filed2026-05-13
LPLA
-47.42%LPL FINANCIAL HOLDINGS INC
Shares27.1K
Event2026-03-31
Filed2026-05-13
FLEX
NewFLEX LTD
Shares119.0K
Event2026-03-31
Filed2026-05-13
XOMA
NewXOMA ROYALTY CORPORATION
Shares232.1K
Event2026-03-31
Filed2026-05-13
KNX
4.10%KNIGHT-SWIFT TRANSPORTATION
Shares124.3K
Event2026-03-31
Filed2026-05-13
CCC
4.43%CCC INTELLIGENT SOLUTIONS HO
Shares1.1M
Event2026-03-31
Filed2026-05-13
CHE
3.21%CHEMED CORP
Shares17.7K
Event2026-03-31
Filed2026-05-13
CSTM
-3.57%CONSTELLIUM SE
Shares257.6K
Event2026-03-31
Filed2026-05-13
RLI
5.83%RLI CORP
Shares110.8K
Event2026-03-31
Filed2026-05-13
LKQ
3.81%LKQ CORP
Shares210.6K
Event2026-03-31
Filed2026-05-13
TTMI
-39.15%TTM TECHNOLOGIES
Shares55.8K
Event2026-03-31
Filed2026-05-13
MKTX
6.93%MARKETAXESS HOLDINGS INC
Shares32.7K
Event2026-03-31
Filed2026-05-13
IMAX
-3.56%IMAX CORP
Shares131.3K
Event2026-03-31
Filed2026-05-13
KRYS
-1.72%KRYSTAL BIOTECH INC
Shares19.2K
Event2026-03-31
Filed2026-05-13
BLD
-2.31%TOPBUILD CORP
Shares12.8K
Event2026-03-31
Filed2026-05-13
BOW
-2.13%BOWHEAD SPECIALTY HOLDINGS I
Shares199.8K
Event2026-03-31
Filed2026-05-13
UNFI
39.60%UNITED NATURAL FOODS INC
Shares94.4K
Event2026-03-31
Filed2026-05-13
TVTX
-0.51%TRAVERE THERAPEUTICS INC
Shares140.5K
Event2026-03-31
Filed2026-05-13
IBOC
-3.70%INTERNATIONAL BANCSHARES CRP
Shares57.9K
Event2026-03-31
Filed2026-05-13
LAD
-2.12%LITHIA MOTORS INC
Shares14.7K
Event2026-03-31
Filed2026-05-13
SPY
-19.44%SS SPDR S&P 500 ETF TRUST-US
Shares5.6K
Event2026-03-31
Filed2026-05-13
VERA
-21.74%VERA THERAPEUTICS INC
Shares89.0K
Event2026-03-31
Filed2026-05-13
AGM
-3.66%FEDERAL AGRIC MTG CORP-CL C
Shares23.7K
Event2026-03-31
Filed2026-05-13
NTST
46.66%NETSTREIT CORP
Shares184.7K
Event2026-03-31
Filed2026-05-13
ACA
94.12%ARCOSA INC
Shares32.6K
Event2026-03-31
Filed2026-05-13
CHCO
-3.84%CITY HOLDING CO
Shares25.8K
Event2026-03-31
Filed2026-05-13
ALAB
1.30%ASTERA LABS INC
Shares27.3K
Event2026-03-31
Filed2026-05-13
IJR
11.66%ISHARES CORE S&P SMALL-CAP E
Shares23.8K
Event2026-03-31
Filed2026-05-13
MDU
-3.96%MDU RESOURCES GROUP INC
Shares141.5K
Event2026-03-31
Filed2026-05-13
CENT
-4.05%CENTRAL GARDEN & PET CO
Shares78.4K
Event2026-03-31
Filed2026-05-13
MTN
2.73%VAIL RESORTS INC
Shares20.7K
Event2026-03-31
Filed2026-05-13
FFBC
-4.11%FIRST FINANCIAL BANCORP
Shares94.0K
Event2026-03-31
Filed2026-05-13
VTEB
15.43%VANGUARD TAX-EXEMPT BOND ETF
Shares52.3K
Event2026-03-31
Filed2026-05-13
HWC
-4.01%HANCOCK WHITNEY CORP
Shares40.6K
Event2026-03-31
Filed2026-05-13
COMP
-3.73%COMPASS INC - CLASS A
Shares353.0K
Event2026-03-31
Filed2026-05-13
DGII
-4.11%DIGI INTERNATIONAL INC
Shares53.4K
Event2026-03-31
Filed2026-05-13
PR
-6.01%PERMIAN RESOURCES CORP
Shares116.9K
Event2026-03-31
Filed2026-05-13
IJH
6.99%ISHARES CORE S&P MIDCAP ETF
Shares36.9K
Event2026-03-31
Filed2026-05-13
SWX
-4.14%SOUTHWEST GAS HOLDINGS INC
Shares28.2K
Event2026-03-31
Filed2026-05-13
SLGN
-88.71%SILGAN HOLDINGS INC
Shares61.0K
Event2026-03-31
Filed2026-05-13
VV
0.00%VANGUARD LARGE-CAP ETF
Shares7.9K
Event2026-03-31
Filed2026-05-13
COLB
-91.01%COLUMBIA BANKING SYSTEM INC
Shares85.5K
Event2026-03-31
Filed2026-05-13
ECG
-4.48%EVERUS CONSTRUCTION GROUP
Shares19.8K
Event2026-03-31
Filed2026-05-13
SYNA
NewSYNAPTICS INC
Shares33.3K
Event2026-03-31
Filed2026-05-13
TNL
-4.10%TRAVEL LEISURE CO
Shares33.6K
Event2026-03-31
Filed2026-05-13
AKR
-4.07%ACADIA REALTY TRUST
Shares115.6K
Event2026-03-31
Filed2026-05-13
EFSC
-4.19%ENTERPRISE FINANCIAL SERVICE
Shares40.0K
Event2026-03-31
Filed2026-05-13
LXP INDUSTRIAL TRUST
-4.13%LXP INDUSTRIAL TRUST
Shares46.0K
Event2026-03-31
Filed2026-05-13
CRC
-4.91%CALIFORNIA RESOURCES CORP
Shares30.1K
Event2026-03-31
Filed2026-05-13
PDM
-4.05%PIEDMONT REALTY TRUST INC
Shares302.3K
Event2026-03-31
Filed2026-05-13
WS
-4.18%WORTHINGTON STEEL INC
Shares62.5K
Event2026-03-31
Filed2026-05-13
BND
2.23%VANGUARD TOTAL BOND MARKET
Shares24.9K
Event2026-03-31
Filed2026-05-13
WWW
-3.45%WOLVERINE WORLD WIDE INC
Shares108.0K
Event2026-03-31
Filed2026-05-13
VB
-15.66%VANGUARD SMALL-CAP ETF
Shares6.6K
Event2026-03-31
Filed2026-05-13
MDY
0.00%STATE STREET SPDR S&P MIDCAP
Shares2.7K
Event2026-03-31
Filed2026-05-13
TMUS
-20.33%T-MOBILE US INC
Shares7.8K
Event2026-03-31
Filed2026-05-13
ORLY
-19.87%OREILLY AUTOMOTIVE INC
Shares17.5K
Event2026-03-31
Filed2026-05-13
ALPHABET INC-CL C
6.68%ALPHABET INC-CL C
Shares5.1K
Event2026-03-31
Filed2026-05-13
SPGI
-0.36%S&P GLOBAL INC
Shares3.3K
Event2026-03-31
Filed2026-05-13
UNH
-93.68%UNITEDHEALTH GROUP INC
Shares5.2K
Event2026-03-31
Filed2026-05-13
WSO
-96.68%WATSCO INC
Shares3.7K
Event2026-03-31
Filed2026-05-13
KMB
-0.67%KIMBERLY-CLARK CORP
Shares13.4K
Event2026-03-31
Filed2026-05-13
MERCK & CO. INC.
-96.39%MERCK & CO. INC.
Shares10.7K
Event2026-03-31
Filed2026-05-13
EFA
1.31%ISHARES MSCI EAFE ETF
Shares13.1K
Event2026-03-31
Filed2026-05-13
VO
0.00%VANGUARD MID-CAP ETF
Shares4.3K
Event2026-03-31
Filed2026-05-13
MU
3.33%MICRON TECHNOLOGY INC
Shares3.6K
Event2026-03-31
Filed2026-05-13
VANGUARD S&P 500 ETF
52.24%VANGUARD S&P 500 ETF
Shares2.0K
Event2026-03-31
Filed2026-05-13
IEFA
0.00%ISHARES CORE MSCI EAFE ETF
Shares13.0K
Event2026-03-31
Filed2026-05-13
JNJ
15.37%JOHNSON & JOHNSON
Shares4.5K
Event2026-03-31
Filed2026-05-13
VTI
-2.52%VANGUARD TOTAL STOCK MKT ETF
Shares3.4K
Event2026-03-31
Filed2026-05-13
NSSC
-12.34%NAPCO SECURITY TECHNOLOGIES
Shares26.6K
Event2026-03-31
Filed2026-05-13
PAR
-76.44%PAR TECHNOLOGY CORP/DEL
Shares78.2K
Event2026-03-31
Filed2026-05-13
XOM
13.01%EXXON MOBIL CORP
Shares6.1K
Event2026-03-31
Filed2026-05-13
AMT
-96.21%AMERICAN TOWER CORP
Shares5.8K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY INC-CL B
-0.45%BERKSHIRE HATHAWAY INC-CL B
Shares1.8K
Event2026-03-31
Filed2026-05-13
NOW
-92.48%SERVICENOW INC
Shares7.5K
Event2026-03-31
Filed2026-05-13
DE
0.80%DEERE & CO
Shares1.4K
Event2026-03-31
Filed2026-05-13
IONQ
0.82%IONQ INC
Shares26.2K
Event2026-03-31
Filed2026-05-13
ROP
-1.12%ROPER TECHNOLOGIES INC
Shares2.0K
Event2026-03-31
Filed2026-05-13
INVESCO S&P 500 EQUAL WEIGHT
NewINVESCO S&P 500 EQUAL WEIGHT
Shares3.8K
Event2026-03-31
Filed2026-05-13
DVY
-79.89%ISHARES SELECT DIVIDEND ETF
Shares4.4K
Event2026-03-31
Filed2026-05-13
SAIA
-24.06%SAIA INC
Shares1.8K
Event2026-03-31
Filed2026-05-13
VEA
1.46%VANGUARD FTSE DEVELOPED ETF
Shares9.6K
Event2026-03-31
Filed2026-05-13
COST
29.89%COSTCO WHOLESALE CORP
Shares578
Event2026-03-31
Filed2026-05-13
NEAR
0.69%ISHARES SH DBA ETF USD INC
Shares10.1K
Event2026-03-31
Filed2026-05-13
NEE
7.35%NEXTERA ENERGY INC
Shares5.5K
Event2026-03-31
Filed2026-05-13
IWR
-2.75%ISHARES RUSSELL MID-CAP ETF
Shares5.2K
Event2026-03-31
Filed2026-05-13
V
-0.18%VISA INC-CLASS A SHARES
Shares1.7K
Event2026-03-31
Filed2026-05-13
VXUS
0.00%VANGUARD TOTAL INTL STOCK
Shares6.4K
Event2026-03-31
Filed2026-05-13
WMT
2.38%WALMART INC
Shares3.8K
Event2026-03-31
Filed2026-05-13
CVX
0.04%CHEVRON CORP
Shares2.3K
Event2026-03-31
Filed2026-05-13
IWF
0.00%ISHARES RUSSELL 1000 GROWTH
Shares1.1K
Event2026-03-31
Filed2026-05-13
GSG
0.00%ISHARES S&P GSCI COMMODITY I
Shares14.0K
Event2026-03-31
Filed2026-05-13
CPRT
-12.37%COPART INC
Shares13.3K
Event2026-03-31
Filed2026-05-13
PG
4.19%PROCTER & GAMBLE CO/THE
Shares3.0K
Event2026-03-31
Filed2026-05-13
SPDW
0.00%STATE STREET SPDR PORTFOLIO
Shares9.4K
Event2026-03-31
Filed2026-05-13
SCZ
0.00%ISHARES MSCI EAFE SMALL-CAP
Shares5.4K
Event2026-03-31
Filed2026-05-13
DGRO
-1.87%ISHARES CORE DIVIDEND GROWTH
Shares5.8K
Event2026-03-31
Filed2026-05-13
EEM
0.00%ISHARES MSCI EMERGING MARKET
Shares6.9K
Event2026-03-31
Filed2026-05-13
NFLX
13.97%NETFLIX INC
Shares4.0K
Event2026-03-31
Filed2026-05-13
USHY
0.04%ISHARES BROAD USD HIGH YIELD
Shares10.5K
Event2026-03-31
Filed2026-05-13
IWD
0.00%ISHARES RUSSELL 1000 VALUE E
Shares1.8K
Event2026-03-31
Filed2026-05-13
LAM RESEARCH CORP
1.07%LAM RESEARCH CORP
Shares1.7K
Event2026-03-31
Filed2026-05-13
WFC
-1.30%WELLS FARGO & CO
Shares4.5K
Event2026-03-31
Filed2026-05-13
PLTR
-1.28%PALANTIR TECHNOLOGIES INC-A
Shares2.4K
Event2026-03-31
Filed2026-05-13
PEP
2.13%PEPSICO INC
Shares2.2K
Event2026-03-31
Filed2026-05-13
VXF
10.38%VANGUARD EXTENDED MARKET ETF
Shares1.7K
Event2026-03-31
Filed2026-05-13
IBM
2.02%INTL BUSINESS MACHINES CORP
Shares1.4K
Event2026-03-31
Filed2026-05-13
AMD
0.62%ADVANCED MICRO DEVICES
Shares1.6K
Event2026-03-31
Filed2026-05-13
BAC
-5.46%BANK OF AMERICA CORP
Shares6.6K
Event2026-03-31
Filed2026-05-13
IEMG
14.08%ISHARES CORE MSCI EMERGING
Shares4.5K
Event2026-03-31
Filed2026-05-13
AMAT
1.45%APPLIED MATERIALS INC
Shares910
Event2026-03-31
Filed2026-05-13
CAT
-0.70%CATERPILLAR INC
Shares424
Event2026-03-31
Filed2026-05-13
DIA
0.00%SS SPDR DOW JONES INDUS AVG
Shares639
Event2026-03-31
Filed2026-05-13
UNP
0.55%Union Pacific Railroad
Shares1.1K
Event2026-03-31
Filed2026-05-13
T
5.49%AT&T INC
Shares9.1K
Event2026-03-31
Filed2026-05-13
VRT
26.55%VERTIV HOLDINGS CO-A
Shares1.0K
Event2026-03-31
Filed2026-05-13
MCK
1.35%MCKESSON CORP
Shares301
Event2026-03-31
Filed2026-05-13
GEV
3.19%GE VERNOVA INC
Shares291
Event2026-03-31
Filed2026-05-13
CB
-0.39%CHUBB LTD
Shares757
Event2026-03-31
Filed2026-05-13
SCHW
1.88%SCHWAB (CHARLES) CORP
Shares2.6K
Event2026-03-31
Filed2026-05-13
HLT
40.57%HILTON WORLDWIDE HOLDINGS IN
Shares783
Event2026-03-31
Filed2026-05-13
ORCL
14.24%ORACLE SYS CORP
Shares1.6K
Event2026-03-31
Filed2026-05-13
GENERAL ELECTRIC CO
-1.42%GENERAL ELECTRIC CO
Shares831
Event2026-03-31
Filed2026-05-13
GS
1.83%GOLDMAN SACHS GROUP INC
Shares278
Event2026-03-31
Filed2026-05-13
MCD
2.53%MCDONALD'S CORP
Shares729
Event2026-03-31
Filed2026-05-13
NEM
-0.25%NEWMONT CORP
Shares2.0K
Event2026-03-31
Filed2026-05-13
HON
0.85%HONEYWELL INTERNATIONAL INC
Shares944
Event2026-03-31
Filed2026-05-13
KLAC
2.96%KLA CORP
Shares139
Event2026-03-31
Filed2026-05-13
SLAB
-36.13%SILICON LABORATORIES INC
Shares958
Event2026-03-31
Filed2026-05-13
HWM
12.26%HOWMET AEROSPACE INC
Shares861
Event2026-03-31
Filed2026-05-13
IYW
-0.46%ISHARES USTECHNOLOGY ETF
Shares1.1K
Event2026-03-31
Filed2026-05-13
IWP
0.00%ISHARES RUSSELL MID-CAP GROW
Shares1.5K
Event2026-03-31
Filed2026-05-13
PANW
162.36%PALO ALTO NETWORKS INC
Shares1.2K
Event2026-03-31
Filed2026-05-13
CME
5.43%CME GROUP INC
Shares641
Event2026-03-31
Filed2026-05-13
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares2.1K
Event2026-03-31
Filed2026-05-13
VEU
0.00%VANGUARD FTSE ALL-WORLD EX-U
Shares2.5K
Event2026-03-31
Filed2026-05-13
INTC
4.43%INTEL CORP
Shares4.1K
Event2026-03-31
Filed2026-05-13
SEAGATE TECHNOLOGY HOLDINGS
0.22%SEAGATE TECHNOLOGY HOLDINGS
Shares454
Event2026-03-31
Filed2026-05-13
CITIGROUP INC
3.30%CITIGROUP INC
Shares1.6K
Event2026-03-31
Filed2026-05-13
BA
0.81%BOEING CO/THE
Shares873
Event2026-03-31
Filed2026-05-13
RWO
0.00%STATE STREET SPDR DOW JONES
Shares3.8K
Event2026-03-31
Filed2026-05-13
WM
0.27%WASTE MANAGEMENT INC
Shares751
Event2026-03-31
Filed2026-05-13
ZBRA
-43.97%ZEBRA TECHNOLOGIES CORP-CL A
Shares780
Event2026-03-31
Filed2026-05-13
CEG
-0.35%CONSTELLATION ENERGY
Shares568
Event2026-03-31
Filed2026-05-13
VZ
4.01%VERIZON COMMUNICATIONS INC
Shares3.2K
Event2026-03-31
Filed2026-05-13
WDC
5.23%WESTERN DIGITAL CORP
Shares584
Event2026-03-31
Filed2026-05-13
LOW
8.99%LOWES COS INC
Shares655
Event2026-03-31
Filed2026-05-13
TT
2.51%TRANE TECHNOLOGIES PLC
Shares368
Event2026-03-31
Filed2026-05-13
CGDV
NewCAP GROUP DIVIDEND VALUE
Shares3.5K
Event2026-03-31
Filed2026-05-13
MUB
0.51%ISHARES NATIONAL MUNI BOND E
Shares1.4K
Event2026-03-31
Filed2026-05-13
UBER
-0.73%UBER TECHNOLOGIES INC
Shares2.0K
Event2026-03-31
Filed2026-05-13
APP
3.95%APPLOVIN CORP-CLASS A
Shares368
Event2026-03-31
Filed2026-05-13
BSX
5.88%BOSTON SCIENTIFIC CORP
Shares2.3K
Event2026-03-31
Filed2026-05-13
TJX
23.77%TJX COS INC NEW
Shares906
Event2026-03-31
Filed2026-05-13
PFE
-9.38%PFIZER INC
Shares5.0K
Event2026-03-31
Filed2026-05-13
DHR
21.65%DANAHER CORP
Shares736
Event2026-03-31
Filed2026-05-13
D
111.51%DOMINION ENERGY INC
Shares2.3K
Event2026-03-31
Filed2026-05-13
NRG
8.90%NRG ENERGY INC
Shares942
Event2026-03-31
Filed2026-05-13
AIG
-7.41%AMERICAN INTERNATIONAL GROUP
Shares1.8K
Event2026-03-31
Filed2026-05-13
GILD
0.00%GILEAD SCIENCES INC
Shares964
Event2026-03-31
Filed2026-05-13
NOC
29.61%NORTHROP GRUMMAN CORP
Shares197
Event2026-03-31
Filed2026-05-13
DIS
-3.29%WALT DISNEY CO/THE
Shares1.4K
Event2026-03-31
Filed2026-05-13
LYV
11.14%LIVE NATION ENTERTAINMENT IN
Shares848
Event2026-03-31
Filed2026-05-13
CRM
-16.36%SALESFORCE INC
Shares690
Event2026-03-31
Filed2026-05-13
ADI
51.70%ANALOG DEVICES INC
Shares402
Event2026-03-31
Filed2026-05-13
CAH
108.48%CARDINAL HEALTH INC
Shares590
Event2026-03-31
Filed2026-05-13
EXPO
-49.72%EXPONENT INC
Shares1.9K
Event2026-03-31
Filed2026-05-13
AXP
2.80%AMERICAN EXPRESS CO
Shares404
Event2026-03-31
Filed2026-05-13
FIVE
13.26%FIVE BELOW
Shares538
Event2026-03-31
Filed2026-05-13
FDX
11.22%FEDEX CORP
Shares337
Event2026-03-31
Filed2026-05-13
CMCSA
18.02%COMCAST CORP-CLASS A
Shares4.1K
Event2026-03-31
Filed2026-05-13
BAH
-41.84%BOOZ ALLEN HAMILTON HOLDINGS
Shares1.5K
Event2026-03-31
Filed2026-05-13
GLW
-0.47%CORNING INC
Shares852
Event2026-03-31
Filed2026-05-13
MO
-0.34%ALTRIA GROUP INC
Shares1.7K
Event2026-03-31
Filed2026-05-13
COP
1.06%CONOCOPHILLIPS
Shares861
Event2026-03-31
Filed2026-05-13
AMP
-1.97%AMERIPRISE FINANCIAL INC
Shares249
Event2026-03-31
Filed2026-05-13
DUKE ENERGY CORP
-1.28%DUKE ENERGY CORP
Shares851
Event2026-03-31
Filed2026-05-13
FCX
2.77%FREEPORT-MCMORAN INC
Shares1.9K
Event2026-03-31
Filed2026-05-13
VPL
0.00%VANGUARD FTSE PACIFIC ETF
Shares1.1K
Event2026-03-31
Filed2026-05-13
CRWD
16.39%CROWDSTRIKE HOLDINGS INC - A
Shares277
Event2026-03-31
Filed2026-05-13
MPC
-4.99%MARATHON PETROLEUM CORP
Shares438
Event2026-03-31
Filed2026-05-13
HOOD
15.05%ROBINHOOD MARKETS INC - A
Shares1.5K
Event2026-03-31
Filed2026-05-13
SCHA
0.14%SCHWAB US SMALL-CAP ETF
Shares3.7K
Event2026-03-31
Filed2026-05-13
INTU
15.09%INTUIT INC
Shares244
Event2026-03-31
Filed2026-05-13
MMM
-1.24%3M COMPANY
Shares716
Event2026-03-31
Filed2026-05-13
QCOM
-19.07%QUALCOMM INC
Shares798
Event2026-03-31
Filed2026-05-13
SPYX
NewSS SPDR S&P 500 FOSS FL ETF
Shares1.9K
Event2026-03-31
Filed2026-05-13
PLD
5.93%PROLOGIS INC
Shares768
Event2026-03-31
Filed2026-05-13
MEDTRONIC PLC
-4.69%MEDTRONIC PLC
Shares1.2K
Event2026-03-31
Filed2026-05-13
SYF
0.21%SYNCHRONY FINANCIAL
Shares1.4K
Event2026-03-31
Filed2026-05-13
GM
1.87%GENERAL MOTORS CO
Shares1.3K
Event2026-03-31
Filed2026-05-13
GSK PLC-SPON ADR
15.49%GSK PLC-SPON ADR
Shares1.8K
Event2026-03-31
Filed2026-05-13
ISRG
2.93%INTUITIVE SURGICAL INC
Shares211
Event2026-03-31
Filed2026-05-13
CRH PLC
13.46%CRH PLC
Shares919
Event2026-03-31
Filed2026-05-13
AXON
20.21%AXON ENTERPRISE INC
Shares226
Event2026-03-31
Filed2026-05-13
ASML
25.86%ASML HOLDING NV-NY REG SHS
Shares73
Event2026-03-31
Filed2026-05-13
SO
1.23%SOUTHERN CO/THE
Shares984
Event2026-03-31
Filed2026-05-13
ALL
0.67%ALLSTATE CORP
Shares452
Event2026-03-31
Filed2026-05-13
ARISTA NETWORKS INC
5.25%ARISTA NETWORKS INC
Shares762
Event2026-03-31
Filed2026-05-13
CSX
3.46%CSX CORP
Shares2.3K
Event2026-03-31
Filed2026-05-13
BKNG
4.76%BOOKING HOLDINGS INC
Shares22
Event2026-03-31
Filed2026-05-13
CORPAY INC
-60.74%CORPAY INC
Shares318
Event2026-03-31
Filed2026-05-13
REGN
0.84%REGENERON PHARMACEUTICALS
Shares120
Event2026-03-31
Filed2026-05-13
TTC
-58.22%TORO CO
Shares996
Event2026-03-31
Filed2026-05-13
MSCI
8.92%MSCI INC
Shares171
Event2026-03-31
Filed2026-05-13
SCHC
0.00%SCHWAB INTL SMALL-CAP EQUITY
Shares2.0K
Event2026-03-31
Filed2026-05-13
TFC
3.77%TRUIST FINANCIAL CORP
Shares2.0K
Event2026-03-31
Filed2026-05-13
GTLS
-62.55%CHART INDUSTRIES INC
Shares431
Event2026-03-31
Filed2026-05-13
NVS
17.78%NOVARTIS AG-SPONSORED ADR
Shares583
Event2026-03-31
Filed2026-05-13
VLO
3.75%VALERO ENERGY CORP
Shares360
Event2026-03-31
Filed2026-05-13
BMY
2.11%BRISTOL-MYERS SQUIBB CO
Shares1.5K
Event2026-03-31
Filed2026-05-13
WELL
13.52%WELLTOWER INC
Shares445
Event2026-03-31
Filed2026-05-13
CL
16.46%COLGATE-PALMOLIVE CO
Shares1.0K
Event2026-03-31
Filed2026-05-13
VUG
0.00%VANGUARD GROWTH ETF
Shares200
Event2026-03-31
Filed2026-05-13
EQIX
6.02%EQUINIX INC
Shares88
Event2026-03-31
Filed2026-05-13
IWY
0.00%ISHARES RUSSELL TOP 200 GROW
Shares344
Event2026-03-31
Filed2026-05-13
SHEL
13.87%SHELL PLC-ADR
Shares928
Event2026-03-31
Filed2026-05-13
WEC ENERGY GROUP INC
-2.01%WEC ENERGY GROUP INC
Shares732
Event2026-03-31
Filed2026-05-13
ECL
140.46%ECOLAB INC
Shares315
Event2026-03-31
Filed2026-05-13
LVS
1.30%LAS VEGAS SANDS CORP
Shares1.6K
Event2026-03-31
Filed2026-05-13
VRTX
23.18%VERTEX PHARMACEUTICALS INC
Shares186
Event2026-03-31
Filed2026-05-13
COF
-15.57%CAPITAL ONE FINANCIAL CORP
Shares450
Event2026-03-31
Filed2026-05-13
ADBE
30.20%ADOBE INC
Shares332
Event2026-03-31
Filed2026-05-13
SNDK
150.98%SANDISK CORP
Shares128
Event2026-03-31
Filed2026-05-13
ROL
13.96%ROLLINS INC
Shares1.5K
Event2026-03-31
Filed2026-05-13
SCHD
NewSCHWAB US DVD EQUITY ETF
Shares2.6K
Event2026-03-31
Filed2026-05-13
PODD
6.94%INSULET CORP
Shares370
Event2026-03-31
Filed2026-05-13
SBUX
8.58%STARBUCKS CORP
Shares873
Event2026-03-31
Filed2026-05-13
EMR
5.94%EMERSON ELECTRIC CO
Shares589
Event2026-03-31
Filed2026-05-13
PGR
14.12%PROGRESSIVE CORP
Shares388
Event2026-03-31
Filed2026-05-13
SYK
-5.28%STRYKER CORP
Shares233
Event2026-03-31
Filed2026-05-13
DDOG
7.38%DATADOG INC - CLASS A
Shares640
Event2026-03-31
Filed2026-05-13
RWR
0.00%SS SPDR DOW JONES REIT ETF
Shares750
Event2026-03-31
Filed2026-05-13
PEG
1.21%PUBLIC SERVICE ENTERPRISE GP
Shares923
Event2026-03-31
Filed2026-05-13
TPL
8.16%TEXAS PACIFIC LAND CORP
Shares159
Event2026-03-31
Filed2026-05-13
TWLO
15.59%TWILIO INC - A
Shares593
Event2026-03-31
Filed2026-05-13
HEI.A
14.33%HEICO CORP-CLASS A
Shares351
Event2026-03-31
Filed2026-05-13
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available