Sponsored

The Analysis of Harbor Group, Inc.'s Holdings & P&L

Currently, Harbor Group, Inc. holds 115 types of securities in its portfolio with a total value $692.0M. In the most recent quarter, they have increased their positions in JMUB (+161.0K shares, valued at $8.0M), FLQM (+74.8K shares, valued at $4.1M), FBND (+60.6K shares, valued at $2.8M); decreased their positions in IJR (-8.5K shares, valued at $1.1M), AVUV (-4.4K shares, valued at $490.7K), IJH (-4.9K shares, valued at $332.7K); initiated new positions in EBC (+74.4K shares, valued at $1.5M), KEYS (+2.1K shares, valued at $606.8K), VXUS (+5.5K shares, valued at $422.4K).

1M P&L

+10.6M+1.46%

3M P&L

-6.5M-0.88%

HY P&L

+33.8M+4.80%

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/A662.9M

96.4%

2Farm & Heavy Construction Machinery3.5M

0.5%

3Semiconductors2.7M

0.4%

Top Industries by Stock Count

1N/A69 stocks

64.5%

2Semiconductors4 stocks

3.7%

3Drug Manufacturers - General3 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JCPB J P MORGAN EXCHANGE TRADED F1.1M shares5.45%2026-03-312026-04-10

FBND FIDELITY MERRIMACK STR TR1.1M shares5.88%2026-03-312026-04-10

FLQM FRANKLIN TEMPLETON ETF TR901.4K shares9.04%2026-03-312026-04-10

BKCI BNY MELLON ETF TRUST977.2K shares3.49%2026-03-312026-04-10

MOAT VANECK ETF TRUST484.6K shares2.70%2026-03-312026-04-10

PVAL PUTNAM ETF TRUST860.8K shares1.47%2026-03-312026-04-10

IQLT ISHARES TR839.8K shares0.28%2026-03-312026-04-10

SPYV SPDR SERIES TRUST485.3K shares-1.11%2026-03-312026-04-10

Sponsored

AVUV AMERICAN CENTY ETF TR223.9K shares-1.94%2026-03-312026-04-10

IJH ISHARES TR344.3K shares-1.41%2026-03-312026-04-10

TCHP T ROWE PRICE ETF INC512.4K shares4.88%2026-03-312026-04-10

SCHG SCHWAB STRATEGIC TR731.1K shares-0.83%2026-03-312026-04-10

IVV ISHARES TR31.6K shares0.33%2026-03-312026-04-10

IJR ISHARES TR164.3K shares-4.90%2026-03-312026-04-10

SPYG SPDR SERIES TRUST192.3K shares-0.26%2026-03-312026-04-10

HTAX NOMURA ETF TR744.9K shares8.29%2026-03-312026-04-10

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F309.1K shares108.72%2026-03-312026-04-10

SCHM SCHWAB STRATEGIC TR475.2K shares-0.76%2026-03-312026-04-10

RLY SSGA ACTIVE ETF TR291.4K shares-0.80%2026-03-312026-04-10

SCHV SCHWAB STRATEGIC TR327.0K shares-1.57%2026-03-312026-04-10

MUB ISHARES TR85.5K shares-1.75%2026-03-312026-04-10

SCHX SCHWAB STRATEGIC TR277.1K shares-2.15%2026-03-312026-04-10

VPLS VANGUARD MALVERN FDS84.3K shares56.51%2026-03-312026-04-10

AVDV AMERICAN CENTY ETF TR60.7K shares33.61%2026-03-312026-04-10

Sponsored

AVEM AMERICAN CENTY ETF TR64.6K shares38.57%2026-03-312026-04-10

AVIV AMERICAN CENTY ETF TR69.3K shares30.95%2026-03-312026-04-10

TCAF T ROWE PRICE ETF INC141.6K shares39.57%2026-03-312026-04-10

EFV ISHARES TR63.0K shares-6.50%2026-03-312026-04-10

EFG ISHARES TR38.9K shares-1.49%2026-03-312026-04-10

DFAX DIMENSIONAL ETF TRUST114.5K shares-1.26%2026-03-312026-04-10

CAT CATERPILLAR INC4.9K shares0.21%2026-03-312026-04-10

HYMB SPDR SERIES TRUST118.4K shares-0.41%2026-03-312026-04-10

Sponsored

SPYM SPDR SERIES TRUST36.8K shares93.74%2026-03-312026-04-10

SCHA SCHWAB STRATEGIC TR95.7K shares-4.19%2026-03-312026-04-10

VSDM VANGUARD MUN BD FDS31.5K shares130.65%2026-03-312026-04-10

AAPL APPLE INC9.0K shares-4.35%2026-03-312026-04-10

VUG VANGUARD INDEX FDS4.8K shares30.70%2026-03-312026-04-10

FNDX SCHWAB STRATEGIC TR64.9K shares-0.06%2026-03-312026-04-10

AOR ISHARES TR28.0K shares0.16%2026-03-312026-04-10

VO VANGUARD INDEX FDS6.0K shares-7.92%2026-03-312026-04-10

Sponsored

VTI VANGUARD INDEX FDS5.1K shares70.06%2026-03-312026-04-10

ADI ANALOG DEVICES INC4.8K shares0.00%2026-03-312026-04-10

EBC EASTERN BANKSHARES INC74.4K sharesnew addition2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR2.2K shares-7.76%2026-03-312026-04-10

VB VANGUARD INDEX FDS4.3K shares-19.07%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO3.8K shares0.48%2026-03-312026-04-10

V VISA INC3.3K shares-5.45%2026-03-312026-04-10

MSFT MICROSOFT CORP2.7K shares8.29%2026-03-312026-04-10

Sponsored

IEFA ISHARES TR9.7K shares-0.24%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE3.1K shares2.29%2026-03-312026-04-10

VTV VANGUARD INDEX FDS4.3K shares61.82%2026-03-312026-04-10

XOM EXXON MOBIL CORP4.8K shares0.38%2026-03-312026-04-10

IWB ISHARES TR2.2K shares0.23%2026-03-312026-04-10

IWF ISHARES TR1.8K shares0.11%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares-17.65%2026-03-312026-04-10

RTX RTX CORPORATION3.7K shares0.00%2026-03-312026-04-10

Sponsored

SCZ ISHARES TR9.1K shares-4.39%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T1.1K shares-1.19%2026-03-312026-04-10

T AT&T INC23.1K shares0.20%2026-03-312026-04-10

GEV GE VERNOVA INC743 shares2.20%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares-0.37%2026-03-312026-04-10

REET ISHARES TR25.4K shares-7.85%2026-03-312026-04-10

KEYS KEYSIGHT TECHNOLOGIES INC2.1K sharesnew addition2026-03-312026-04-10

UNH UNITEDHEALTH GROUP INC2.2K shares0.77%2026-03-312026-04-10

Sponsored

CSX CSX CORP14.7K shares0.21%2026-03-312026-04-10

AMD ADVANCED MICRO DEVICES INC2.9K shares0.00%2026-03-312026-04-10

INTU INTUIT1.3K shares0.23%2026-03-312026-04-10

ITOT ISHARES TR3.9K shares3.77%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION539 shares0.19%2026-03-312026-04-10

SUSA ISHARES TR4.1K shares9.77%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS8.2K shares8.65%2026-03-312026-04-10

LMT LOCKHEED MARTIN CORP844 shares0.36%2026-03-312026-04-10

Sponsored

DFAC DIMENSIONAL ETF TRUST12.8K shares-3.85%2026-03-312026-04-10

MDY STATE STR SPDR S&P MIDCAP 40760 shares0.00%2026-03-312026-04-10

GIB CGI INC6.3K shares0.00%2026-03-312026-04-10

IWD ISHARES TR2.1K shares0.19%2026-03-312026-04-10

CVX CHEVRON CORPORATION2.1K shares0.47%2026-03-312026-04-10

VXUS VANGUARD STAR FDS5.5K sharesnew addition2026-03-312026-04-10

ESGD ISHARES TR4.3K shares-2.81%2026-03-312026-04-10

VZ VERIZON COMMUNICATIONS INC8.1K shares0.56%2026-03-312026-04-10

Sponsored

USMV ISHARES TR4.0K shares2.59%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON1.3K shares0.07%2026-03-312026-04-10

NVDA NVIDIA CORPORATION1.8K shares1.07%2026-03-312026-04-10

ECL ECOLAB INC1.2K shares0.00%2026-03-312026-04-10

ALPHABET INC ALPHABET INC1.1K shares0.93%2026-03-312026-04-10

ABBV ABBVIE INC1.4K shares-2.48%2026-03-312026-04-10

BROADCOM INC BROADCOM INC989 shares34.01%2026-03-312026-04-10

FELV FIDELITY COVINGTON TRUST8.6K shares0.45%2026-03-312026-04-10

Sponsored

TD TORONTO DOMINION BK ONT3.2K shares0.00%2026-03-312026-04-10

AMZN AMAZON COM INC1.4K shares-17.65%2026-03-312026-04-10

IVW ISHARES TR2.6K shares0.67%2026-03-312026-04-10

HD HOME DEPOT INC874 shares0.58%2026-03-312026-04-10

AXP AMERICAN EXPRESS CO942 shares0.11%2026-03-312026-04-10

ESML ISHARES TR6.1K shares-0.31%2026-03-312026-04-10

DIA STATE STR SPDR DOW JONES IND601 shares0.33%2026-03-312026-04-10

ORCL ORACLE CORP1.9K shares0.05%2026-03-312026-04-10

Sponsored

ALPHABET INC ALPHABET INC958 shares-0.21%2026-03-312026-04-10

HDV ISHARES TR2.0K shares0.00%2026-03-312026-04-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.4K shares0.42%2026-03-312026-04-10

XLK SELECT SECTOR SPDR TR2.0K shares0.15%2026-03-312026-04-10

TXN TEXAS INSTRS INC1.4K shares-2.60%2026-03-312026-04-10

SDY SPDR SERIES TRUST1.8K shares0.06%2026-03-312026-04-10

KO COCA COLA CO3.2K shares0.00%2026-03-312026-04-10

JMST J P MORGAN EXCHANGE TRADED F4.7K shares0.62%2026-03-312026-04-10

Sponsored

SCHD SCHWAB STRATEGIC TR7.9K shares0.08%2026-03-312026-04-10

INDB INDEPENDENT BK CORP MASS3.1K shares0.00%2026-03-312026-04-10

LLY ELI LILLY & CO252 shares0.40%2026-03-312026-04-10

TSLA TESLA INC604 shares0.17%2026-03-312026-04-10

MA MASTERCARD INCORPORATED441 shares-27.82%2026-03-312026-04-10

ELV ELEVANCE HEALTH INC FORMERLY741 shares0.54%2026-03-312026-04-10

MINO PIMCO ETF TR4.8K sharesnew addition2026-03-312026-04-10

DFAT DIMENSIONAL ETF TRUST3.4K shares-1.78%2026-03-312026-04-10

Sponsored

GRPM INVESCO EXCHANGE TRADED FD T1.8K shares0.22%2026-03-312026-04-10

SMH VANECK ETF TRUST536 sharesnew addition2026-03-312026-04-10

CXM SPRINKLR INC10.9K shares0.00%2026-03-312026-04-10

JCPB

J P MORGAN EXCHANGE TRADED F

5.45%

Shares1.1M

Event2026-03-31

Filed2026-04-10

FBND

FIDELITY MERRIMACK STR TR

5.88%

Shares1.1M

Event2026-03-31

Filed2026-04-10

FLQM

FRANKLIN TEMPLETON ETF TR

9.04%

Shares901.4K

Event2026-03-31

Filed2026-04-10

BKCI

BNY MELLON ETF TRUST

3.49%

Shares977.2K

Event2026-03-31

Filed2026-04-10

MOAT

VANECK ETF TRUST

2.70%

Shares484.6K

Event2026-03-31

Filed2026-04-10

PVAL

PUTNAM ETF TRUST

1.47%

Shares860.8K

Event2026-03-31

Filed2026-04-10

IQLT

ISHARES TR

0.28%

Shares839.8K

Event2026-03-31

Filed2026-04-10

SPYV

SPDR SERIES TRUST

-1.11%

Shares485.3K

Event2026-03-31

Filed2026-04-10

AVUV

AMERICAN CENTY ETF TR

-1.94%

Shares223.9K

Event2026-03-31

Filed2026-04-10

IJH

ISHARES TR

-1.41%

Shares344.3K

Event2026-03-31

Filed2026-04-10

TCHP

T ROWE PRICE ETF INC

4.88%

Shares512.4K

Event2026-03-31

Filed2026-04-10

SCHG

SCHWAB STRATEGIC TR

-0.83%

Shares731.1K

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR

0.33%

Shares31.6K

Event2026-03-31

Filed2026-04-10

IJR

ISHARES TR

-4.90%

Shares164.3K

Event2026-03-31

Filed2026-04-10

SPYG

SPDR SERIES TRUST

-0.26%

Shares192.3K

Event2026-03-31

Filed2026-04-10

HTAX

NOMURA ETF TR

8.29%

Shares744.9K

Event2026-03-31

Filed2026-04-10

JMUB

J P MORGAN EXCHANGE TRADED F

108.72%

Shares309.1K

Event2026-03-31

Filed2026-04-10

SCHM

SCHWAB STRATEGIC TR

-0.76%

Shares475.2K

Event2026-03-31

Filed2026-04-10

RLY

SSGA ACTIVE ETF TR

-0.80%

Shares291.4K

Event2026-03-31

Filed2026-04-10

SCHV

SCHWAB STRATEGIC TR

-1.57%

Shares327.0K

Event2026-03-31

Filed2026-04-10

MUB

ISHARES TR

-1.75%

Shares85.5K

Event2026-03-31

Filed2026-04-10

SCHX

SCHWAB STRATEGIC TR

-2.15%

Shares277.1K

Event2026-03-31

Filed2026-04-10

VPLS

VANGUARD MALVERN FDS

56.51%

Shares84.3K

Event2026-03-31

Filed2026-04-10

AVDV

AMERICAN CENTY ETF TR

33.61%

Shares60.7K

Event2026-03-31

Filed2026-04-10

AVEM

AMERICAN CENTY ETF TR

38.57%

Shares64.6K

Event2026-03-31

Filed2026-04-10

AVIV

AMERICAN CENTY ETF TR

30.95%

Shares69.3K

Event2026-03-31

Filed2026-04-10

TCAF

T ROWE PRICE ETF INC

39.57%

Shares141.6K

Event2026-03-31

Filed2026-04-10

EFV

ISHARES TR

-6.50%

Shares63.0K

Event2026-03-31

Filed2026-04-10

EFG

ISHARES TR

-1.49%

Shares38.9K

Event2026-03-31

Filed2026-04-10

DFAX

DIMENSIONAL ETF TRUST

-1.26%

Shares114.5K

Event2026-03-31

Filed2026-04-10

CAT

CATERPILLAR INC

0.21%

Shares4.9K

Event2026-03-31

Filed2026-04-10

HYMB

SPDR SERIES TRUST

-0.41%

Shares118.4K

Event2026-03-31

Filed2026-04-10

SPYM

SPDR SERIES TRUST

93.74%

Shares36.8K

Event2026-03-31

Filed2026-04-10

SCHA

SCHWAB STRATEGIC TR

-4.19%

Shares95.7K

Event2026-03-31

Filed2026-04-10

VSDM

VANGUARD MUN BD FDS

130.65%

Shares31.5K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-4.35%

Shares9.0K

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD INDEX FDS

30.70%

Shares4.8K

Event2026-03-31

Filed2026-04-10

FNDX

SCHWAB STRATEGIC TR

-0.06%

Shares64.9K

Event2026-03-31

Filed2026-04-10

AOR

ISHARES TR

0.16%

Shares28.0K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

-7.92%

Shares6.0K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

70.06%

Shares5.1K

Event2026-03-31

Filed2026-04-10

ADI

ANALOG DEVICES INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-10

EBC

EASTERN BANKSHARES INC

New

Shares74.4K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

-7.76%

Shares2.2K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

-19.07%

Shares4.3K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

0.48%

Shares3.8K

Event2026-03-31

Filed2026-04-10

VISA INC

-5.45%

Shares3.3K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

8.29%

Shares2.7K

Event2026-03-31

Filed2026-04-10

IEFA

ISHARES TR

-0.24%

Shares9.7K

Event2026-03-31

Filed2026-04-10

GE AEROSPACE

2.29%

Shares3.1K

Event2026-03-31

Filed2026-04-10

VTV

VANGUARD INDEX FDS

61.82%

Shares4.3K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

0.38%

Shares4.8K

Event2026-03-31

Filed2026-04-10

IWB

ISHARES TR

0.23%

Shares2.2K

Event2026-03-31

Filed2026-04-10

IWF

ISHARES TR

0.11%

Shares1.8K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

-17.65%

Shares1.6K

Event2026-03-31

Filed2026-04-10

RTX

RTX CORPORATION

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-10

SCZ

ISHARES TR

-4.39%

Shares9.1K

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

-1.19%

Shares1.1K

Event2026-03-31

Filed2026-04-10

AT&T INC

0.20%

Shares23.1K

Event2026-03-31

Filed2026-04-10

GEV

GE VERNOVA INC

2.20%

Shares743

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

-0.37%

Shares1.1K

Event2026-03-31

Filed2026-04-10

REET

ISHARES TR

-7.85%

Shares25.4K

Event2026-03-31

Filed2026-04-10

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-10

UNH

UNITEDHEALTH GROUP INC

0.77%

Shares2.2K

Event2026-03-31

Filed2026-04-10

CSX

CSX CORP

0.21%

Shares14.7K

Event2026-03-31

Filed2026-04-10

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-10

INTU

INTUIT

0.23%

Shares1.3K

Event2026-03-31

Filed2026-04-10

ITOT

ISHARES TR

3.77%

Shares3.9K

Event2026-03-31

Filed2026-04-10

COST

COSTCO WHOLESALE CORPORATION

0.19%

Shares539

Event2026-03-31

Filed2026-04-10

SUSA

ISHARES TR

9.77%

Shares4.1K

Event2026-03-31

Filed2026-04-10

VEA

VANGUARD TAX-MANAGED FDS

8.65%

Shares8.2K

Event2026-03-31

Filed2026-04-10

LMT

LOCKHEED MARTIN CORP

0.36%

Shares844

Event2026-03-31

Filed2026-04-10

DFAC

DIMENSIONAL ETF TRUST

-3.85%

Shares12.8K

Event2026-03-31

Filed2026-04-10

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares760

Event2026-03-31

Filed2026-04-10

GIB

CGI INC

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-10

IWD

ISHARES TR

0.19%

Shares2.1K

Event2026-03-31

Filed2026-04-10

CVX

CHEVRON CORPORATION

0.47%

Shares2.1K

Event2026-03-31

Filed2026-04-10

VXUS

VANGUARD STAR FDS

New

Shares5.5K

Event2026-03-31

Filed2026-04-10

ESGD

ISHARES TR

-2.81%

Shares4.3K

Event2026-03-31

Filed2026-04-10

VERIZON COMMUNICATIONS INC

0.56%

Shares8.1K

Event2026-03-31

Filed2026-04-10

USMV

ISHARES TR

2.59%

Shares4.0K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

0.07%

Shares1.3K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

1.07%

Shares1.8K

Event2026-03-31

Filed2026-04-10

ECL

ECOLAB INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

0.93%

Shares1.1K

Event2026-03-31

Filed2026-04-10

ABBV

ABBVIE INC

-2.48%

Shares1.4K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

34.01%

Shares989

Event2026-03-31

Filed2026-04-10

FELV

FIDELITY COVINGTON TRUST

0.45%

Shares8.6K

Event2026-03-31

Filed2026-04-10

TORONTO DOMINION BK ONT

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-17.65%

Shares1.4K

Event2026-03-31

Filed2026-04-10

IVW

ISHARES TR

0.67%

Shares2.6K

Event2026-03-31

Filed2026-04-10

HOME DEPOT INC

0.58%

Shares874

Event2026-03-31

Filed2026-04-10

AXP

AMERICAN EXPRESS CO

0.11%

Shares942

Event2026-03-31

Filed2026-04-10

ESML

ISHARES TR

-0.31%

Shares6.1K

Event2026-03-31

Filed2026-04-10

DIA

STATE STR SPDR DOW JONES IND

0.33%

Shares601

Event2026-03-31

Filed2026-04-10

ORCL

ORACLE CORP

0.05%

Shares1.9K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

-0.21%

Shares958

Event2026-03-31

Filed2026-04-10

HDV

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-10

INVESCO EXCHANGE TRADED FD T

0.42%

Shares1.4K

Event2026-03-31

Filed2026-04-10

XLK

SELECT SECTOR SPDR TR

0.15%

Shares2.0K

Event2026-03-31

Filed2026-04-10

TXN

TEXAS INSTRS INC

-2.60%

Shares1.4K

Event2026-03-31

Filed2026-04-10

SDY

SPDR SERIES TRUST

0.06%

Shares1.8K

Event2026-03-31

Filed2026-04-10

COCA COLA CO

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-10

JMST

J P MORGAN EXCHANGE TRADED F

0.62%

Shares4.7K

Event2026-03-31

Filed2026-04-10

SCHD

SCHWAB STRATEGIC TR

0.08%

Shares7.9K

Event2026-03-31

Filed2026-04-10

INDB

INDEPENDENT BK CORP MASS

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-10

LLY

ELI LILLY & CO

0.40%

Shares252

Event2026-03-31

Filed2026-04-10

TSLA

TESLA INC

0.17%

Shares604

Event2026-03-31

Filed2026-04-10

MASTERCARD INCORPORATED

-27.82%

Shares441

Event2026-03-31

Filed2026-04-10

ELV

ELEVANCE HEALTH INC FORMERLY

0.54%

Shares741

Event2026-03-31

Filed2026-04-10

MINO

PIMCO ETF TR

New

Shares4.8K

Event2026-03-31

Filed2026-04-10

DFAT

DIMENSIONAL ETF TRUST

-1.78%

Shares3.4K

Event2026-03-31

Filed2026-04-10

GRPM

INVESCO EXCHANGE TRADED FD T

0.22%

Shares1.8K

Event2026-03-31

Filed2026-04-10

SMH

VANECK ETF TRUST

New

Shares536

Event2026-03-31

Filed2026-04-10

CXM

SPRINKLR INC

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-10

Call Option Holdings

UAA Call CallUNDER ARMOUR INC18.3K shares-99.00%2026-03-312026-04-10

UAA Call

UNDER ARMOUR INC

-99.00%

Shares18.3K

Event2026-03-31

Filed2026-04-10

Put Option Holdings

No put option holdings data available