Sponsored

The Analysis of Hamilton Point Investment Advisors, LLC's Holdings & P&L

Currently, Hamilton Point Investment Advisors, LLC holds 185 types of securities in its portfolio with a total value $649.1M. In the most recent quarter, they have increased their positions in AVEM (+120.0K shares, valued at $9.7M), AJG (+34.3K shares, valued at $7.4M), BNDX (+24.2K shares, valued at $1.2M); decreased their positions in EME (-8.5K shares, valued at $6.3M), BRK.A (-1 shares, valued at $718.1K), NVDA (-1.7K shares, valued at $298.9K); initiated new positions in AVEM (+120.0K shares, valued at $9.7M), AJG (+34.3K shares, valued at $7.4M), AMAT (+739 shares, valued at $252.6K).

1M P&L

+9.1M+1.57%

3M P&L

-3.1M-0.52%

HY P&L

+23.0M+4.06%

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/A129.5M

23.3%

2Drug Manufacturers - General32.7M

5.9%

3Software - Application28.2M

5.1%

Top Industries by Stock Count

1N/A66 stocks

40.0%

2Software - Application7 stocks

4.2%

3Semiconductors7 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.A BERKSHIRE HATHAWAY INC DEL63 shares-1.56%2026-03-312026-05-06

BNDX VANGUARD CHARLOTTE FDS895.6K shares2.78%2026-03-312026-05-06

AAPL APPLE INC100.6K shares-0.48%2026-03-312026-05-06

ALPHABET INC ALPHABET INC86.1K shares-0.65%2026-03-312026-05-06

EME EMCOR GROUP INC30.4K shares-21.79%2026-03-312026-05-06

RTX RTX CORPORATION115.9K shares-0.39%2026-03-312026-05-06

MSFT MICROSOFT CORP55.5K shares-0.22%2026-03-312026-05-06

AXP AMERICAN EXPRESS CO62.1K shares-1.05%2026-03-312026-05-06

Sponsored

ISHARES GOLD TR ISHARES GOLD TR205.3K shares0.84%2026-03-312026-05-06

TJX TJX COS INC NEW105.7K shares-0.68%2026-03-312026-05-06

AVUV AMERICAN CENTY ETF TR140.1K shares1.17%2026-03-312026-05-06

DE DEERE & CO24.3K shares-1.24%2026-03-312026-05-06

AMGN AMGEN INC33.5K shares-0.64%2026-03-312026-05-06

EATON CORP PLC EATON CORP PLC29.4K shares-1.00%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON42.1K shares6.73%2026-03-312026-05-06

CHD CHURCH & DWIGHT CO INC106.6K shares-1.02%2026-03-312026-05-06

Sponsored

LFUS LITTELFUSE INC29.0K shares-0.63%2026-03-312026-05-06

AVEM AMERICAN CENTY ETF TR120.0K sharesnew addition2026-03-312026-05-06

CMI CUMMINS INC17.8K shares-1.12%2026-03-312026-05-06

NEE NEXTERA ENERGY INC102.0K shares-0.27%2026-03-312026-05-06

HUBBELL INC HUBBELL INC19.3K shares-1.10%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO29.0K shares-0.94%2026-03-312026-05-06

ADP AUTOMATIC DATA PROCESSING IN39.9K shares-0.54%2026-03-312026-05-06

CSCO CISCO SYS INC105.0K shares-0.32%2026-03-312026-05-06

Sponsored

WMT WALMART INC64.8K shares-2.18%2026-03-312026-05-06

CL COLGATE PALMOLIVE CO93.0K shares-0.70%2026-03-312026-05-06

DELL DELL TECHNOLOGIES INC47.9K shares0.24%2026-03-312026-05-06

AJG GALLAGHER ARTHUR J & CO34.3K sharesnew addition2026-03-312026-05-06

V VISA INC24.4K shares-0.67%2026-03-312026-05-06

DHR DANAHER CORP DEL38.6K shares-0.17%2026-03-312026-05-06

WSM WILLIAMS SONOMA INC38.1K shares-0.55%2026-03-312026-05-06

NVDA NVIDIA CORPORATION38.8K shares-4.23%2026-03-312026-05-06

Sponsored

IBM INTERNATIONAL BUSINESS MACHS26.8K shares-0.53%2026-03-312026-05-06

CRM SALESFORCE INC33.5K shares0.19%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC123.8K shares-0.31%2026-03-312026-05-06

MAIN MAIN STR CAP CORP113.6K shares-0.32%2026-03-312026-05-06

EXP EAGLE MATLS INC30.6K shares10.26%2026-03-312026-05-06

ROP ROPER TECHNOLOGIES INC16.1K shares0.33%2026-03-312026-05-06

MGRC MCGRATH RENTCORP50.9K shares-0.67%2026-03-312026-05-06

WM WASTE MGMT INC DEL24.2K shares0.03%2026-03-312026-05-06

Sponsored

WTRG ESSENTIAL UTILS INC132.1K shares-0.53%2026-03-312026-05-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND26.5K shares9.72%2026-03-312026-05-06

UNILEVER PLC UNILEVER PLC90.8K shares-0.69%2026-03-312026-05-06

RELX RELX PLC156.6K shares-0.13%2026-03-312026-05-06

PFE PFIZER INC168.7K shares6.63%2026-03-312026-05-06

WSO WATSCO INC13.0K shares-0.35%2026-03-312026-05-06

BDX BECTON DICKINSON & CO29.8K shares5.55%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T7.1K shares0.00%2026-03-312026-05-06

Sponsored

LLY ELI LILLY & CO4.9K shares-1.73%2026-03-312026-05-06

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO113.4K shares0.28%2026-03-312026-05-06

ADBE ADOBE INC18.3K shares-0.02%2026-03-312026-05-06

HSY HERSHEY CO20.7K shares-0.03%2026-03-312026-05-06

MEDTRONIC PLC MEDTRONIC PLC48.0K shares-0.05%2026-03-312026-05-06

EOG EOG RES INC28.4K shares-0.52%2026-03-312026-05-06

TXN TEXAS INSTRS INC21.0K shares-0.15%2026-03-312026-05-06

RIO RIO TINTO PLC41.2K shares-0.24%2026-03-312026-05-06

Sponsored

BR BROADRIDGE FINL SOLUTIONS IN23.1K shares-0.38%2026-03-312026-05-06

GPC GENUINE PARTS CO33.4K shares-0.91%2026-03-312026-05-06

NKE NIKE INC59.5K shares16.56%2026-03-312026-05-06

PAYX PAYCHEX INC31.1K shares0.01%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.9K shares8.98%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares-1.43%2026-03-312026-05-06

SPGI S&P GLOBAL INC3.8K shares0.00%2026-03-312026-05-06

XOM EXXON MOBIL CORP8.5K shares-0.14%2026-03-312026-05-06

Sponsored

MERCK & CO INC MERCK & CO INC11.7K shares0.00%2026-03-312026-05-06

ALPHABET INC ALPHABET INC4.9K shares-0.45%2026-03-312026-05-06

VITL VITAL FARMS INC100.0K shares0.00%2026-03-312026-05-06

GWW WW GRAINGER INC1.3K shares0.00%2026-03-312026-05-06

ABBV ABBVIE INC6.2K shares-1.01%2026-03-312026-05-06

JGRW TRUST FOR PROFESSIONAL MANAG54.0K shares2.83%2026-03-312026-05-06

UNP UNION PAC CORP5.3K shares0.00%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC5.7K shares-3.98%2026-03-312026-05-06

Sponsored

KO COCA COLA CO14.3K shares0.00%2026-03-312026-05-06

IWF ISHARES TR2.5K shares1.19%2026-03-312026-05-06

PEP PEPSICO INC6.7K shares-1.50%2026-03-312026-05-06

AMZN AMAZON COM INC4.9K shares0.00%2026-03-312026-05-06

ABT ABBOTT LABORATORIES9.8K shares-1.21%2026-03-312026-05-06

LOW LOWES COS INC3.8K shares-1.71%2026-03-312026-05-06

MMC MARSH & MCLENNAN COS INC5.1K shares-0.43%2026-03-312026-05-06

GLD SPDR GOLD TR2.1K shares0.00%2026-03-312026-05-06

Sponsored

PG PROCTER & GAMBLE CO6.1K shares-1.11%2026-03-312026-05-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.2K shares-9.81%2026-03-312026-05-06

ITW ILLINOIS TOOL WKS INC3.2K shares-1.21%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR1.4K shares0.00%2026-03-312026-05-06

IVV ISHARES TR1.2K shares0.00%2026-03-312026-05-06

VTV VANGUARD INDEX FDS3.8K shares0.00%2026-03-312026-05-06

LMT LOCKHEED MARTIN CORP1.1K shares-1.82%2026-03-312026-05-06

SCHB SCHWAB STRATEGIC TR25.1K shares0.00%2026-03-312026-05-06

Sponsored

META META PLATFORMS INC1.1K shares-8.97%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC3.7K shares0.00%2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS2.7K shares0.00%2026-03-312026-05-06

IWD ISHARES TR2.5K shares0.79%2026-03-312026-05-06

VGT VANGUARD WORLD FD768 shares0.00%2026-03-312026-05-06

MCD MCDONALDS CORP1.7K shares-1.66%2026-03-312026-05-06

ASML ASML HLDG NV399 shares-0.99%2026-03-312026-05-06

TYL TYLER TECHNOLOGIES INC1.4K shares5.58%2026-03-312026-05-06

Sponsored

GLW CORNING INC3.6K shares0.00%2026-03-312026-05-06

PBHC PATHFINDER BANCORP INC MD38.4K shares0.00%2026-03-312026-05-06

BROADCOM INC BROADCOM INC1.6K shares-18.92%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION457 shares0.00%2026-03-312026-05-06

MCHP MICROCHIP TECHNOLOGY INC.6.7K shares0.00%2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP2.0K shares0.00%2026-03-312026-05-06

HON HONEYWELL INTL INC1.9K shares0.00%2026-03-312026-05-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares0.00%2026-03-312026-05-06

Sponsored

UNH UNITEDHEALTH GROUP INC1.5K shares-9.73%2026-03-312026-05-06

HD HOME DEPOT INC1.1K shares-1.24%2026-03-312026-05-06

EMR EMERSON ELEC CO2.7K shares0.00%2026-03-312026-05-06

MMM 3M CO2.4K shares0.00%2026-03-312026-05-06

THE CIGNA GROUP THE CIGNA GROUP1.3K shares0.00%2026-03-312026-05-06

MCK MCKESSON CORP388 shares-1.52%2026-03-312026-05-06

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.5K shares0.00%2026-03-312026-05-06

COP CONOCOPHILLIPS2.4K shares-5.48%2026-03-312026-05-06

Sponsored

INTC INTEL CORP6.8K shares0.00%2026-03-312026-05-06

BAC BANK AMERICA CORP6.0K shares0.00%2026-03-312026-05-06

FICO FAIR ISAAC CORP269 shares0.00%2026-03-312026-05-06

CVX CHEVRON CORPORATION1.3K shares-0.07%2026-03-312026-05-06

RYN RAYONIER INC13.5K shares0.00%2026-03-312026-05-06

SO SOUTHERN CO2.9K shares0.00%2026-03-312026-05-06

COF CAPITAL ONE FINL CORP1.5K shares0.00%2026-03-312026-05-06

SYK STRYKER CORPORATION807 shares-1.22%2026-03-312026-05-06

Sponsored

MA MASTERCARD INCORPORATED524 shares0.00%2026-03-312026-05-06

VXUS VANGUARD STAR FDS3.3K shares0.00%2026-03-312026-05-06

MU MICRON TECHNOLOGY INC748 shares0.00%2026-03-312026-05-06

AMAT APPLIED MATLS INC739 sharesnew addition2026-03-312026-05-06

SCHF SCHWAB STRATEGIC TR10.1K shares0.00%2026-03-312026-05-06

PWR QUANTA SVCS INC431 sharesnew addition2026-03-312026-05-06

ORLY OREILLY AUTOMOTIVE INC2.5K shares0.00%2026-03-312026-05-06

TMUS T-MOBILE US INC1.1K shares-0.09%2026-03-312026-05-06

Sponsored

PCAR PACCAR INC1.9K shares0.00%2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS3.5K shares-4.89%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR1.7K shares-4.04%2026-03-312026-05-06

XTN SPDR SERIES TRUST2.3K shares0.00%2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC632 sharesnew addition2026-03-312026-05-06

NEM NEWMONT CORP2.0K sharesnew addition2026-03-312026-05-06

OKE ONEOK INC NEW2.3K sharesnew addition2026-03-312026-05-06

IEFA ISHARES TR2.3K shares-3.54%2026-03-312026-05-06

Sponsored

VYM VANGUARD WHITEHALL FDS1.4K shares-16.75%2026-03-312026-05-06

VUG VANGUARD INDEX FDS420 shares0.00%2026-03-312026-05-06

IWR ISHARES TR1.8K shares0.00%2026-03-312026-05-06

IVW ISHARES TR1.5K shares-11.90%2026-03-312026-05-06

XLV SELECT SECTOR SPDR TR1.1K shares0.00%2026-03-312026-05-06

WFC WELLS FARGO & CO2.0K shares0.00%2026-03-312026-05-06

WFC-PL WELLS FARGO & CO135 shares0.00%2026-03-312026-05-06

IWS ISHARES TR1.0K shares0.00%2026-03-312026-05-06

Sponsored

XLE SELECT SECTOR SPDR TR2.4K shares-11.67%2026-03-312026-05-06

PFF ISHARES TR3.5K shares0.00%2026-03-312026-05-06

EFA ISHARES TR1.1K shares0.00%2026-03-312026-05-06

IJH ISHARES TR1.3K shares-15.18%2026-03-312026-05-06

IWP ISHARES TR662 shares0.00%2026-03-312026-05-06

XLY SELECT SECTOR SPDR TR754 shares0.00%2026-03-312026-05-06

IWM ISHARES TR304 shares-5.88%2026-03-312026-05-06

IYW ISHARES TR386 shares0.00%2026-03-312026-05-06

Sponsored

SOXX ISHARES TR213 shares0.00%2026-03-312026-05-06

AVXL ANAVEX LIFE SCIENCES CORP20.3K shares0.00%2026-03-312026-05-06

IVE ISHARES TR294 shares0.00%2026-03-312026-05-06

XLF SELECT SECTOR SPDR TR1.3K shares-10.27%2026-03-312026-05-06

XHB SPDR SERIES TRUST555 shares0.00%2026-03-312026-05-06

VIGI VANGUARD WHITEHALL FDS610 shares0.00%2026-03-312026-05-06

XLI SELECT SECTOR SPDR TR333 shares0.00%2026-03-312026-05-06

VTI VANGUARD INDEX FDS167 shares-38.83%2026-03-312026-05-06

Sponsored

IJR ISHARES TR370 shares-20.77%2026-03-312026-05-06

SHV ISHARES TR408 shares0.00%2026-03-312026-05-06

XLB SELECT SECTOR SPDR TR900 shares-22.01%2026-03-312026-05-06

VO VANGUARD INDEX FDS144 shares0.00%2026-03-312026-05-06

EFG ISHARES TR326 shares0.00%2026-03-312026-05-06

FNDF SCHWAB STRATEGIC TR725 shares0.00%2026-03-312026-05-06

FNDE SCHWAB STRATEGIC TR835 shares0.00%2026-03-312026-05-06

SCHA SCHWAB STRATEGIC TR1.1K shares0.00%2026-03-312026-05-06

Sponsored

SCHR SCHWAB STRATEGIC TR1.1K sharesnew addition2026-03-312026-05-06

FNDA SCHWAB STRATEGIC TR840 shares0.00%2026-03-312026-05-06

SCZ ISHARES TR325 shares0.00%2026-03-312026-05-06

VOE VANGUARD INDEX FDS130 shares0.00%2026-03-312026-05-06

LONGEVERON INC LONGEVERON INC22.4K shares0.00%2026-03-312026-05-06

SCHX SCHWAB STRATEGIC TR894 shares0.00%2026-03-312026-05-06

FNDC SCHWAB STRATEGIC TR387 shares0.00%2026-03-312026-05-06

ICF ISHARES TR220 shares0.00%2026-03-312026-05-06

Sponsored

VBR VANGUARD INDEX FDS54 shares0.00%2026-03-312026-05-06

SCHE SCHWAB STRATEGIC TR345 shares0.00%2026-03-312026-05-06

SCHC SCHWAB STRATEGIC TR214 shares0.00%2026-03-312026-05-06

FNDX SCHWAB STRATEGIC TR348 shares0.00%2026-03-312026-05-06

VNQ VANGUARD INDEX FDS83 shares0.00%2026-03-312026-05-06

SCHH SCHWAB STRATEGIC TR184 shares0.00%2026-03-312026-05-06

VB VANGUARD INDEX FDS12 shares0.00%2026-03-312026-05-06

USRT ISHARES TR16 shares0.00%2026-03-312026-05-06

Sponsored

IYR ISHARES TR1 shares0.00%2026-03-312026-05-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

-1.56%

Shares63

Event2026-03-31

Filed2026-05-06

BNDX

VANGUARD CHARLOTTE FDS

2.78%

Shares895.6K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

-0.48%

Shares100.6K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-0.65%

Shares86.1K

Event2026-03-31

Filed2026-05-06

EME

EMCOR GROUP INC

-21.79%

Shares30.4K

Event2026-03-31

Filed2026-05-06

RTX

RTX CORPORATION

-0.39%

Shares115.9K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

-0.22%

Shares55.5K

Event2026-03-31

Filed2026-05-06

AXP

AMERICAN EXPRESS CO

-1.05%

Shares62.1K

Event2026-03-31

Filed2026-05-06

ISHARES GOLD TR

0.84%

Shares205.3K

Event2026-03-31

Filed2026-05-06

TJX

TJX COS INC NEW

-0.68%

Shares105.7K

Event2026-03-31

Filed2026-05-06

AVUV

AMERICAN CENTY ETF TR

1.17%

Shares140.1K

Event2026-03-31

Filed2026-05-06

DEERE & CO

-1.24%

Shares24.3K

Event2026-03-31

Filed2026-05-06

AMGN

AMGEN INC

-0.64%

Shares33.5K

Event2026-03-31

Filed2026-05-06

EATON CORP PLC

-1.00%

Shares29.4K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

6.73%

Shares42.1K

Event2026-03-31

Filed2026-05-06

CHD

CHURCH & DWIGHT CO INC

-1.02%

Shares106.6K

Event2026-03-31

Filed2026-05-06

LFUS

LITTELFUSE INC

-0.63%

Shares29.0K

Event2026-03-31

Filed2026-05-06

AVEM

AMERICAN CENTY ETF TR

New

Shares120.0K

Event2026-03-31

Filed2026-05-06

CMI

CUMMINS INC

-1.12%

Shares17.8K

Event2026-03-31

Filed2026-05-06

NEE

NEXTERA ENERGY INC

-0.27%

Shares102.0K

Event2026-03-31

Filed2026-05-06

HUBBELL INC

-1.10%

Shares19.3K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

-0.94%

Shares29.0K

Event2026-03-31

Filed2026-05-06

ADP

AUTOMATIC DATA PROCESSING IN

-0.54%

Shares39.9K

Event2026-03-31

Filed2026-05-06

CSCO

CISCO SYS INC

-0.32%

Shares105.0K

Event2026-03-31

Filed2026-05-06

WMT

WALMART INC

-2.18%

Shares64.8K

Event2026-03-31

Filed2026-05-06

COLGATE PALMOLIVE CO

-0.70%

Shares93.0K

Event2026-03-31

Filed2026-05-06

DELL

DELL TECHNOLOGIES INC

0.24%

Shares47.9K

Event2026-03-31

Filed2026-05-06

AJG

GALLAGHER ARTHUR J & CO

New

Shares34.3K

Event2026-03-31

Filed2026-05-06

VISA INC

-0.67%

Shares24.4K

Event2026-03-31

Filed2026-05-06

DHR

DANAHER CORP DEL

-0.17%

Shares38.6K

Event2026-03-31

Filed2026-05-06

WSM

WILLIAMS SONOMA INC

-0.55%

Shares38.1K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

-4.23%

Shares38.8K

Event2026-03-31

Filed2026-05-06

IBM

INTERNATIONAL BUSINESS MACHS

-0.53%

Shares26.8K

Event2026-03-31

Filed2026-05-06

CRM

SALESFORCE INC

0.19%

Shares33.5K

Event2026-03-31

Filed2026-05-06

VERIZON COMMUNICATIONS INC

-0.31%

Shares123.8K

Event2026-03-31

Filed2026-05-06

MAIN

MAIN STR CAP CORP

-0.32%

Shares113.6K

Event2026-03-31

Filed2026-05-06

EXP

EAGLE MATLS INC

10.26%

Shares30.6K

Event2026-03-31

Filed2026-05-06

ROP

ROPER TECHNOLOGIES INC

0.33%

Shares16.1K

Event2026-03-31

Filed2026-05-06

MGRC

MCGRATH RENTCORP

-0.67%

Shares50.9K

Event2026-03-31

Filed2026-05-06

WASTE MGMT INC DEL

0.03%

Shares24.2K

Event2026-03-31

Filed2026-05-06

WTRG

ESSENTIAL UTILS INC

-0.53%

Shares132.1K

Event2026-03-31

Filed2026-05-06

ACCENTURE PLC IRELAND

9.72%

Shares26.5K

Event2026-03-31

Filed2026-05-06

UNILEVER PLC

-0.69%

Shares90.8K

Event2026-03-31

Filed2026-05-06

RELX

RELX PLC

-0.13%

Shares156.6K

Event2026-03-31

Filed2026-05-06

PFE

PFIZER INC

6.63%

Shares168.7K

Event2026-03-31

Filed2026-05-06

WSO

WATSCO INC

-0.35%

Shares13.0K

Event2026-03-31

Filed2026-05-06

BDX

BECTON DICKINSON & CO

5.55%

Shares29.8K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY & CO

-1.73%

Shares4.9K

Event2026-03-31

Filed2026-05-06

BROOKFIELD INFRASTRUCTURE CO

0.28%

Shares113.4K

Event2026-03-31

Filed2026-05-06

ADBE

ADOBE INC

-0.02%

Shares18.3K

Event2026-03-31

Filed2026-05-06

HSY

HERSHEY CO

-0.03%

Shares20.7K

Event2026-03-31

Filed2026-05-06

MEDTRONIC PLC

-0.05%

Shares48.0K

Event2026-03-31

Filed2026-05-06

EOG

EOG RES INC

-0.52%

Shares28.4K

Event2026-03-31

Filed2026-05-06

TXN

TEXAS INSTRS INC

-0.15%

Shares21.0K

Event2026-03-31

Filed2026-05-06

RIO

RIO TINTO PLC

-0.24%

Shares41.2K

Event2026-03-31

Filed2026-05-06

BROADRIDGE FINL SOLUTIONS IN

-0.38%

Shares23.1K

Event2026-03-31

Filed2026-05-06

GPC

GENUINE PARTS CO

-0.91%

Shares33.4K

Event2026-03-31

Filed2026-05-06

NKE

NIKE INC

16.56%

Shares59.5K

Event2026-03-31

Filed2026-05-06

PAYX

PAYCHEX INC

0.01%

Shares31.1K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

8.98%

Shares5.9K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

-1.43%

Shares2.8K

Event2026-03-31

Filed2026-05-06

SPGI

S&P GLOBAL INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

-0.14%

Shares8.5K

Event2026-03-31

Filed2026-05-06

MERCK & CO INC

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-0.45%

Shares4.9K

Event2026-03-31

Filed2026-05-06

VITL

VITAL FARMS INC

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-06

GWW

WW GRAINGER INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-06

ABBV

ABBVIE INC

-1.01%

Shares6.2K

Event2026-03-31

Filed2026-05-06

JGRW

TRUST FOR PROFESSIONAL MANAG

2.83%

Shares54.0K

Event2026-03-31

Filed2026-05-06

UNP

UNION PAC CORP

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-06

AMD

ADVANCED MICRO DEVICES INC

-3.98%

Shares5.7K

Event2026-03-31

Filed2026-05-06

COCA COLA CO

0.00%

Shares14.3K

Event2026-03-31

Filed2026-05-06

IWF

ISHARES TR

1.19%

Shares2.5K

Event2026-03-31

Filed2026-05-06

PEP

PEPSICO INC

-1.50%

Shares6.7K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-06

ABT

ABBOTT LABORATORIES

-1.21%

Shares9.8K

Event2026-03-31

Filed2026-05-06

LOW

LOWES COS INC

-1.71%

Shares3.8K

Event2026-03-31

Filed2026-05-06

MMC

MARSH & MCLENNAN COS INC

-0.43%

Shares5.1K

Event2026-03-31

Filed2026-05-06

GLD

SPDR GOLD TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-06

PROCTER & GAMBLE CO

-1.11%

Shares6.1K

Event2026-03-31

Filed2026-05-06

SEAGATE TECHNOLOGY HLDNGS PL

-9.81%

Shares2.2K

Event2026-03-31

Filed2026-05-06

ITW

ILLINOIS TOOL WKS INC

-1.21%

Shares3.2K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-06

IVV

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-06

VTV

VANGUARD INDEX FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-06

LMT

LOCKHEED MARTIN CORP

-1.82%

Shares1.1K

Event2026-03-31

Filed2026-05-06

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares25.1K

Event2026-03-31

Filed2026-05-06

META

META PLATFORMS INC

-8.97%

Shares1.1K

Event2026-03-31

Filed2026-05-06

PHILIP MORRIS INTL INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-06

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-06

IWD

ISHARES TR

0.79%

Shares2.5K

Event2026-03-31

Filed2026-05-06

VGT

VANGUARD WORLD FD

0.00%

Shares768

Event2026-03-31

Filed2026-05-06

MCD

MCDONALDS CORP

-1.66%

Shares1.7K

Event2026-03-31

Filed2026-05-06

ASML

ASML HLDG NV

-0.99%

Shares399

Event2026-03-31

Filed2026-05-06

TYL

TYLER TECHNOLOGIES INC

5.58%

Shares1.4K

Event2026-03-31

Filed2026-05-06

GLW

CORNING INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-06

PBHC

PATHFINDER BANCORP INC MD

0.00%

Shares38.4K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

-18.92%

Shares1.6K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares457

Event2026-03-31

Filed2026-05-06

MCHP

MICROCHIP TECHNOLOGY INC.

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-06

LAM RESEARCH CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-06

HON

HONEYWELL INTL INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-06

GENERAL DYNAMICS CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-06

UNH

UNITEDHEALTH GROUP INC

-9.73%

Shares1.5K

Event2026-03-31

Filed2026-05-06

HOME DEPOT INC

-1.24%

Shares1.1K

Event2026-03-31

Filed2026-05-06

EMR

EMERSON ELEC CO

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-06

MMM

3M CO

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-06

THE CIGNA GROUP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-06

MCK

MCKESSON CORP

-1.52%

Shares388

Event2026-03-31

Filed2026-05-06

DUKE ENERGY CORP NEW

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-06

COP

CONOCOPHILLIPS

-5.48%

Shares2.4K

Event2026-03-31

Filed2026-05-06

INTC

INTEL CORP

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-06

BAC

BANK AMERICA CORP

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-06

FICO

FAIR ISAAC CORP

0.00%

Shares269

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

-0.07%

Shares1.3K

Event2026-03-31

Filed2026-05-06

RYN

RAYONIER INC

0.00%

Shares13.5K

Event2026-03-31

Filed2026-05-06

SOUTHERN CO

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-06

COF

CAPITAL ONE FINL CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-06

SYK

STRYKER CORPORATION

-1.22%

Shares807

Event2026-03-31

Filed2026-05-06

MASTERCARD INCORPORATED

0.00%

Shares524

Event2026-03-31

Filed2026-05-06

VXUS

VANGUARD STAR FDS

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-06

MICRON TECHNOLOGY INC

0.00%

Shares748

Event2026-03-31

Filed2026-05-06

AMAT

APPLIED MATLS INC

New

Shares739

Event2026-03-31

Filed2026-05-06

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-06

PWR

QUANTA SVCS INC

New

Shares431

Event2026-03-31

Filed2026-05-06

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-06

TMUS

T-MOBILE US INC

-0.09%

Shares1.1K

Event2026-03-31

Filed2026-05-06

PCAR

PACCAR INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-06

VEA

VANGUARD TAX-MANAGED FDS

-4.89%

Shares3.5K

Event2026-03-31

Filed2026-05-06

XLK

SELECT SECTOR SPDR TR

-4.04%

Shares1.7K

Event2026-03-31

Filed2026-05-06

XTN

SPDR SERIES TRUST

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares632

Event2026-03-31

Filed2026-05-06

NEM

NEWMONT CORP

New

Shares2.0K

Event2026-03-31

Filed2026-05-06

OKE

ONEOK INC NEW

New

Shares2.3K

Event2026-03-31

Filed2026-05-06

IEFA

ISHARES TR

-3.54%

Shares2.3K

Event2026-03-31

Filed2026-05-06

VYM

VANGUARD WHITEHALL FDS

-16.75%

Shares1.4K

Event2026-03-31

Filed2026-05-06

VUG

VANGUARD INDEX FDS

0.00%

Shares420

Event2026-03-31

Filed2026-05-06

IWR

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-06

IVW

ISHARES TR

-11.90%

Shares1.5K

Event2026-03-31

Filed2026-05-06

XLV

SELECT SECTOR SPDR TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-06

WFC

WELLS FARGO & CO

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-06

WFC-PL

WELLS FARGO & CO

0.00%

Shares135

Event2026-03-31

Filed2026-05-06

IWS

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-06

XLE

SELECT SECTOR SPDR TR

-11.67%

Shares2.4K

Event2026-03-31

Filed2026-05-06

PFF

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-06

EFA

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-06

IJH

ISHARES TR

-15.18%

Shares1.3K

Event2026-03-31

Filed2026-05-06

IWP

ISHARES TR

0.00%

Shares662

Event2026-03-31

Filed2026-05-06

XLY

SELECT SECTOR SPDR TR

0.00%

Shares754

Event2026-03-31

Filed2026-05-06

IWM

ISHARES TR

-5.88%

Shares304

Event2026-03-31

Filed2026-05-06

IYW

ISHARES TR

0.00%

Shares386

Event2026-03-31

Filed2026-05-06

SOXX

ISHARES TR

0.00%

Shares213

Event2026-03-31

Filed2026-05-06

AVXL

ANAVEX LIFE SCIENCES CORP

0.00%

Shares20.3K

Event2026-03-31

Filed2026-05-06

IVE

ISHARES TR

0.00%

Shares294

Event2026-03-31

Filed2026-05-06

XLF

SELECT SECTOR SPDR TR

-10.27%

Shares1.3K

Event2026-03-31

Filed2026-05-06

XHB

SPDR SERIES TRUST

0.00%

Shares555

Event2026-03-31

Filed2026-05-06

VIGI

VANGUARD WHITEHALL FDS

0.00%

Shares610

Event2026-03-31

Filed2026-05-06

XLI

SELECT SECTOR SPDR TR

0.00%

Shares333

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

-38.83%

Shares167

Event2026-03-31

Filed2026-05-06

IJR

ISHARES TR

-20.77%

Shares370

Event2026-03-31

Filed2026-05-06

SHV

ISHARES TR

0.00%

Shares408

Event2026-03-31

Filed2026-05-06

XLB

SELECT SECTOR SPDR TR

-22.01%

Shares900

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

0.00%

Shares144

Event2026-03-31

Filed2026-05-06

EFG

ISHARES TR

0.00%

Shares326

Event2026-03-31

Filed2026-05-06

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares725

Event2026-03-31

Filed2026-05-06

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares835

Event2026-03-31

Filed2026-05-06

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-06

SCHR

SCHWAB STRATEGIC TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-06

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares840

Event2026-03-31

Filed2026-05-06

SCZ

ISHARES TR

0.00%

Shares325

Event2026-03-31

Filed2026-05-06

VOE

VANGUARD INDEX FDS

0.00%

Shares130

Event2026-03-31

Filed2026-05-06

LONGEVERON INC

0.00%

Shares22.4K

Event2026-03-31

Filed2026-05-06

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares894

Event2026-03-31

Filed2026-05-06

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares387

Event2026-03-31

Filed2026-05-06

ICF

ISHARES TR

0.00%

Shares220

Event2026-03-31

Filed2026-05-06

VBR

VANGUARD INDEX FDS

0.00%

Shares54

Event2026-03-31

Filed2026-05-06

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares345

Event2026-03-31

Filed2026-05-06

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares214

Event2026-03-31

Filed2026-05-06

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares348

Event2026-03-31

Filed2026-05-06

VNQ

VANGUARD INDEX FDS

0.00%

Shares83

Event2026-03-31

Filed2026-05-06

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares184

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

0.00%

Shares12

Event2026-03-31

Filed2026-05-06

USRT

ISHARES TR

0.00%

Shares16

Event2026-03-31

Filed2026-05-06

IYR

ISHARES TR

0.00%

Shares1

Event2026-03-31

Filed2026-05-06

Call Option Holdings

GLD Call CallSPDR GOLD TR300 shares0.00%2026-03-312026-05-06

GLD Call

SPDR GOLD TR

0.00%

Shares300

Event2026-03-31

Filed2026-05-06

Put Option Holdings

No put option holdings data available