Sponsored

The Analysis of HERITAGE INVESTORS MANAGEMENT CORP's Holdings & P&L

Currently, HERITAGE INVESTORS MANAGEMENT CORP holds 249 types of securities in its portfolio with a total value $3.3M. In the most recent quarter, they have increased their positions in META (+9.8K shares, valued at $5.6K), DDOG (+38.3K shares, valued at $4.5K), NFLX (+31.9K shares, valued at $3.1K); decreased their positions in AAPL (-15.1K shares, valued at $3.8K), CAT (-4.2K shares, valued at $3.0K), N/A (-7.9K shares, valued at $2.3K); initiated new positions in SO (+5.2K shares, valued at $498), MMC (+2.5K shares, valued at $440), XEL (+5.5K shares, valued at $435).

1M P&L

+122.2M+4.23%

3M P&L

+98.2M+3.37%

HY P&L

+228.3M+8.20%

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

1Software - Infrastructure200.8K

7.4%

2Credit Services185.8K

6.8%

3Consumer Electronics175.5K

6.4%

Top Industries by Stock Count

1N/A41 stocks

18.4%

2Software - Application10 stocks

4.5%

3Aerospace & Defense8 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC691.5K shares-2.13%2026-03-312026-04-24

BROADCOM INC BROADCOM INC509.3K shares-0.33%2026-03-312026-04-24

ALPHABET INC ALPHABET INC388.5K shares-1.88%2026-03-312026-04-24

MSFT MICROSOFT CORP294.3K shares0.87%2026-03-312026-04-24

ALPHABET INC ALPHABET INC364.6K shares-2.12%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC566.7K shares1.11%2026-03-312026-04-24

NVDA NVIDIA CORPORATION489.3K shares-2.24%2026-03-312026-04-24

CAT CATERPILLAR INC116.4K shares-3.46%2026-03-312026-04-24

Sponsored

MAR MARRIOTT INTL INC NEW222.1K shares-1.63%2026-03-312026-04-24

AMZN AMAZON COM INC335.0K shares2.01%2026-03-312026-04-24

MA MASTERCARD INCORPORATED129.1K shares0.64%2026-03-312026-04-24

WMT WALMART INC477.8K shares-2.82%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO190.5K shares-0.23%2026-03-312026-04-24

CSCO CISCO SYS INC637.9K shares-0.52%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC55.6K shares-1.61%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO154.8K shares-0.30%2026-03-312026-04-24

Sponsored

HD HOME DEPOT INC141.2K shares0.94%2026-03-312026-04-24

RTX RTX CORPORATION237.5K shares-2.75%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON167.1K shares-3.35%2026-03-312026-04-24

DIS DISNEY WALT CO417.5K shares0.80%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC332.5K shares0.18%2026-03-312026-04-24

BLACKROCK INC BLACKROCK INC40.1K shares2.73%2026-03-312026-04-24

VB VANGUARD INDEX FDS143.0K shares-0.73%2026-03-312026-04-24

MS MORGAN STANLEY223.8K shares-1.02%2026-03-312026-04-24

Sponsored

MLM MARTIN MARIETTA MATLS INC62.2K shares-2.41%2026-03-312026-04-24

CRM SALESFORCE INC196.3K shares2.53%2026-03-312026-04-24

FDX FEDEX CORP102.0K shares-1.33%2026-03-312026-04-24

BAC BANK AMERICA CORP722.1K shares0.04%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC292.2K shares-1.34%2026-03-312026-04-24

MCD MCDONALDS CORP104.5K shares0.31%2026-03-312026-04-24

CVX CHEVRON CORPORATION153.8K shares-3.08%2026-03-312026-04-24

MDY STATE STR SPDR S&P MIDCAP 4049.2K shares-1.54%2026-03-312026-04-24

Sponsored

EQIX EQUINIX INC29.7K shares-2.19%2026-03-312026-04-24

SYF SYNCHRONY FINANCIAL412.2K shares-1.36%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC57.0K shares0.98%2026-03-312026-04-24

COF CAPITAL ONE FINL CORP147.5K shares2.11%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION26.9K shares-0.21%2026-03-312026-04-24

COP CONOCOPHILLIPS199.0K shares-2.88%2026-03-312026-04-24

META META PLATFORMS INC43.4K shares29.31%2026-03-312026-04-24

ZTS ZOETIS INC209.3K shares2.20%2026-03-312026-04-24

Sponsored

PEP PEPSICO INC159.3K shares1.04%2026-03-312026-04-24

BA BOEING CO111.3K shares-0.59%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC80.4K shares2.34%2026-03-312026-04-24

CSX CSX CORP516.4K shares-2.82%2026-03-312026-04-24

INTC INTEL CORP476.3K shares-1.05%2026-03-312026-04-24

NOW SERVICENOW INC195.1K shares9.28%2026-03-312026-04-24

KO COCA COLA CO266.1K shares-0.67%2026-03-312026-04-24

AMT AMERICAN TOWER CORP116.8K shares0.36%2026-03-312026-04-24

Sponsored

VZ VERIZON COMMUNICATIONS INC399.8K shares-1.72%2026-03-312026-04-24

YUMC YUM CHINA HLDGS INC408.0K shares-1.06%2026-03-312026-04-24

T AT&T INC684.2K shares-2.23%2026-03-312026-04-24

AMGN AMGEN INC54.8K shares-1.64%2026-03-312026-04-24

APD AIR PRODUCTS AND CHEMICALS I65.6K shares-0.40%2026-03-312026-04-24

PCAR PACCAR INC164.5K shares-1.82%2026-03-312026-04-24

IQV IQVIA HLDGS INC109.4K shares7.09%2026-03-312026-04-24

STZ CONSTELLATION BRANDS INC120.4K shares-1.49%2026-03-312026-04-24

Sponsored

YUM YUM BRANDS INC114.7K shares-1.57%2026-03-312026-04-24

NKE NIKE INC333.3K shares-0.11%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP28.8K shares-2.45%2026-03-312026-04-24

MCK MCKESSON CORP20.0K shares-0.80%2026-03-312026-04-24

CMG CHIPOTLE MEXICAN GRILL INC538.5K shares1.78%2026-03-312026-04-24

VO VANGUARD INDEX FDS58.3K shares-2.91%2026-03-312026-04-24

LDOS LEIDOS HOLDINGS INC102.3K shares0.18%2026-03-312026-04-24

NEE NEXTERA ENERGY INC169.2K shares-1.49%2026-03-312026-04-24

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND78.2K shares7.36%2026-03-312026-04-24

HON HONEYWELL INTL INC68.1K shares1.55%2026-03-312026-04-24

XOM EXXON MOBIL CORP90.0K shares-4.84%2026-03-312026-04-24

BURL BURLINGTON STORES INC46.8K shares0.90%2026-03-312026-04-24

ADP AUTOMATIC DATA PROCESSING IN73.3K shares4.15%2026-03-312026-04-24

ABBV ABBVIE INC66.5K shares1.43%2026-03-312026-04-24

SLB SLB LIMITED276.3K shares-2.68%2026-03-312026-04-24

ADBE ADOBE INC57.2K shares2.22%2026-03-312026-04-24

Sponsored

PSX PHILLIPS 6674.5K shares-4.65%2026-03-312026-04-24

V VISA INC44.4K shares0.66%2026-03-312026-04-24

DDOG DATADOG INC112.7K shares51.45%2026-03-312026-04-24

BSX BOSTON SCIENTIFIC CORP197.2K shares10.64%2026-03-312026-04-24

LINDE PLC LINDE PLC24.9K shares2.00%2026-03-312026-04-24

TROW PRICE T ROWE GROUP INC136.6K shares-5.15%2026-03-312026-04-24

IEFA ISHARES TR132.9K shares-1.39%2026-03-312026-04-24

VEU VANGUARD INTL EQUITY INDEX F158.3K shares-1.43%2026-03-312026-04-24

Sponsored

IBM INTERNATIONAL BUSINESS MACHS48.3K shares-0.47%2026-03-312026-04-24

ZBH ZIMMER BIOMET HOLDINGS INC127.0K shares-5.14%2026-03-312026-04-24

PG PROCTER & GAMBLE CO78.2K shares-0.47%2026-03-312026-04-24

AER AERCAP HOLDINGS NV80.8K shares-1.25%2026-03-312026-04-24

EFA ISHARES TR113.7K shares0.82%2026-03-312026-04-24

PFE PFIZER INC373.0K shares-0.65%2026-03-312026-04-24

ADM ARCHER DANIELS MIDLAND CO138.7K shares-2.61%2026-03-312026-04-24

LHX L3HARRIS TECHNOLOGIES INC28.3K shares-2.57%2026-03-312026-04-24

Sponsored

MDLZ MONDELEZ INTL INC164.1K shares1.22%2026-03-312026-04-24

TM TOYOTA MOTOR CORP45.1K shares-0.81%2026-03-312026-04-24

LLY ELI LILLY & CO9.8K shares10.01%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.5K shares-1.24%2026-03-312026-04-24

NSC NORFOLK SOUTHN CORP29.7K shares-2.32%2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO136.8K shares-1.16%2026-03-312026-04-24

UNP UNION PAC CORP33.0K shares-0.50%2026-03-312026-04-24

QNITY ELECTRONICS INC QNITY ELECTRONICS INC67.6K shares-6.94%2026-03-312026-04-24

Sponsored

SHEL SHELL PLC81.3K shares-10.68%2026-03-312026-04-24

CMCSA COMCAST CORP NEW261.5K shares-16.17%2026-03-312026-04-24

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC153.6K shares0.86%2026-03-312026-04-24

IEMG ISHARES INC100.7K shares-2.54%2026-03-312026-04-24

HAL HALLIBURTON CO178.6K shares-0.57%2026-03-312026-04-24

UPS UNITED PARCEL SVCS INC69.9K shares-2.15%2026-03-312026-04-24

VTI VANGUARD INDEX FDS21.1K shares-1.72%2026-03-312026-04-24

NFLX NETFLIX INC.69.5K shares84.73%2026-03-312026-04-24

Sponsored

VWO VANGUARD INTL EQUITY INDEX F121.6K shares-1.05%2026-03-312026-04-24

CTVA CORTEVA INC77.3K shares-0.66%2026-03-312026-04-24

HWM HOWMET AEROSPACE INC27.9K shares-1.87%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC38.7K shares-2.14%2026-03-312026-04-24

EOG EOG RES INC43.7K shares0.53%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE20.4K shares-0.69%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC63.0K shares-2.02%2026-03-312026-04-24

HSY HERSHEY CO24.9K shares-0.56%2026-03-312026-04-24

Sponsored

THE CIGNA GROUP THE CIGNA GROUP17.8K shares3.11%2026-03-312026-04-24

EME EMCOR GROUP INC6.3K shares-1.25%2026-03-312026-04-24

GEV GE VERNOVA INC5.2K shares-1.34%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS7.3K shares-3.79%2026-03-312026-04-24

ABT ABBOTT LABORATORIES42.1K shares-0.22%2026-03-312026-04-24

IWM ISHARES TR17.2K shares-2.04%2026-03-312026-04-24

USLM UNITED STS LIME & MINERALS I31.0K shares-0.84%2026-03-312026-04-24

IJR ISHARES TR30.7K shares-3.90%2026-03-312026-04-24

Sponsored

IJH ISHARES TR53.4K shares-4.15%2026-03-312026-04-24

RNG RINGCENTRAL INC96.0K shares-10.70%2026-03-312026-04-24

PYPL PAYPAL HLDGS INC77.2K shares-36.11%2026-03-312026-04-24

MMM 3M CO23.9K shares-0.33%2026-03-312026-04-24

REZI RESIDEO TECHNOLOGIES INC90.3K shares-2.56%2026-03-312026-04-24

AXON AXON ENTERPRISE INC7.2K shares0.00%2026-03-312026-04-24

ELAN ELANCO ANIMAL HEALTH INC126.8K shares-2.08%2026-03-312026-04-24

TGT TARGET CORP24.2K shares-9.44%2026-03-312026-04-24

Sponsored

QCOM QUALCOMM INC21.6K shares-7.84%2026-03-312026-04-24

GHM GRAHAM CORP35.1K shares-3.72%2026-03-312026-04-24

MSTR STRATEGY INC21.9K shares0.00%2026-03-312026-04-24

SLM SLM CORP121.8K shares2.20%2026-03-312026-04-24

CARR CARRIER GLOBAL CORPORATION45.3K shares-0.43%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR4.1K shares0.52%2026-03-312026-04-24

CC CHEMOURS CO95.2K shares-0.41%2026-03-312026-04-24

EEM ISHARES TR36.2K shares-1.38%2026-03-312026-04-24

Sponsored

GM GENERAL MTRS CO25.6K shares-3.89%2026-03-312026-04-24

TAK TAKEDA PHARMACEUTICAL CO LTD98.3K shares-0.54%2026-03-312026-04-24

AEHR AEHR TEST SYS48.4K shares0.00%2026-03-312026-04-24

OTIS OTIS WORLDWIDE CORP23.1K shares-0.40%2026-03-312026-04-24

SENEA SENECA FOODS CORP NEW11.4K shares-0.87%2026-03-312026-04-24

WBD WARNER BROS DISCOVERY INC62.6K shares-3.94%2026-03-312026-04-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL4.2K shares0.00%2026-03-312026-04-24

GLW CORNING INC11.9K shares-1.04%2026-03-312026-04-24

Sponsored

IWR ISHARES TR16.6K shares0.00%2026-03-312026-04-24

COHERENT CORP COHERENT CORP6.7K shares-0.66%2026-03-312026-04-24

TEVA TEVA PHARMACEUTICAL INDS LTD51.0K shares-4.21%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.7K shares51.38%2026-03-312026-04-24

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV58.3K shares0.00%2026-03-312026-04-24

ADI ANALOG DEVICES INC4.4K shares-2.73%2026-03-312026-04-24

MO ALTRIA GROUP INC20.6K shares-3.69%2026-03-312026-04-24

ASML ASML HLDG NV989 shares-5.18%2026-03-312026-04-24

Sponsored

DOW DOW HLDGS INC31.0K shares-0.05%2026-03-312026-04-24

PR PERMIAN RESOURCES CORP59.3K shares-0.42%2026-03-312026-04-24

GLD SPDR GOLD TR2.9K shares3.37%2026-03-312026-04-24

SMID SMITH MIDLAND CORP38.3K shares0.00%2026-03-312026-04-24

BN BROOKFIELD CORP30.4K shares0.00%2026-03-312026-04-24

BLACKSTONE INC BLACKSTONE INC10.3K shares-0.82%2026-03-312026-04-24

BIV VANGUARD BD INDEX FDS15.2K shares-12.66%2026-03-312026-04-24

NSSC NAPCO SEC TECHNOLOGIES INC29.1K shares0.00%2026-03-312026-04-24

Sponsored

PNRG PRIMEENERGY RESOURCES CORP4.5K shares-0.66%2026-03-312026-04-24

NBIX NEUROCRINE BIOSCIENCES INC7.0K shares0.00%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T1.4K shares-1.57%2026-03-312026-04-24

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC11.7K shares-20.18%2026-03-312026-04-24

IWO ISHARES TR2.8K shares-0.18%2026-03-312026-04-24

DHR DANAHER CORP DEL4.5K shares-2.52%2026-03-312026-04-24

IWF ISHARES TR2.0K shares-1.98%2026-03-312026-04-24

MTRN MATERION CORP5.5K shares0.00%2026-03-312026-04-24

Sponsored

VLO VALERO ENERGY CORP3.2K shares-4.48%2026-03-312026-04-24

EPD ENTERPRISE PRODS PARTNERS L19.9K shares-9.15%2026-03-312026-04-24

EGBN EAGLE BANCORPORATION INC30.0K shares0.00%2026-03-312026-04-24

D DOMINION ENERGY INC12.1K shares0.02%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS11.3K shares-4.20%2026-03-312026-04-24

ORCL ORACLE CORP4.9K shares-3.38%2026-03-312026-04-24

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-24

DXC DXC TECHNOLOGY CO53.8K shares0.00%2026-03-312026-04-24

Sponsored

DLR DIGITAL RLTY TR INC3.7K shares-2.51%2026-03-312026-04-24

IAC IAC INC16.6K shares-29.75%2026-03-312026-04-24

DE DEERE & CO1.2K shares-3.40%2026-03-312026-04-24

SCI SERVICE CORP INTL7.9K shares0.00%2026-03-312026-04-24

CVS CVS HEALTH CORP9.0K shares2.56%2026-03-312026-04-24

ACA ARCOSA INC6.0K shares-0.45%2026-03-312026-04-24

TFC TRUIST FINL CORP13.1K shares-1.13%2026-03-312026-04-24

FCX FREEPORT MCMORAN INC10.2K shares0.00%2026-03-312026-04-24

Sponsored

LEU CENTRUS ENERGY CORP3.4K shares0.00%2026-03-312026-04-24

INTU INTUIT1.3K shares0.00%2026-03-312026-04-24

SHOP SHOPIFY INC4.6K shares0.00%2026-03-312026-04-24

MPC MARATHON PETE CORP2.2K shares-31.35%2026-03-312026-04-24

DHI D R HORTON INC3.9K shares0.00%2026-03-312026-04-24

GEHC GE HEALTHCARE TECHNOLOGIES I7.3K shares-0.30%2026-03-312026-04-24

BF.B BROWN FORMAN CORP18.9K shares-13.83%2026-03-312026-04-24

EVI EVI INDS INC24.2K shares0.00%2026-03-312026-04-24

Sponsored

SO SOUTHERN CO5.2K sharesnew addition2026-03-312026-04-24

VGT VANGUARD WORLD FD658 shares-23.84%2026-03-312026-04-24

MMC MARSH & MCLENNAN COS INC2.5K sharesnew addition2026-03-312026-04-24

XEL XCEL ENERGY INC5.5K sharesnew addition2026-03-312026-04-24

SOLV SOLVENTUM CORP6.5K shares-0.56%2026-03-312026-04-24

AVNW AVIAT NETWORKS INC18.6K shares0.00%2026-03-312026-04-24

BWXT BWX TECHNOLOGIES INC2.0K shares0.00%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC2.0K shares-7.03%2026-03-312026-04-24

Sponsored

SAIC SCIENCE APPLICATIONS INTL CO4.1K shares-8.41%2026-03-312026-04-24

PNC PNC FINL SVCS GROUP INC1.9K shares-7.14%2026-03-312026-04-24

PKOH PARK-OHIO HLDGS CORP15.6K shares0.00%2026-03-312026-04-24

IBIT ISHARES BITCOIN TRUST ETF9.5K shares0.00%2026-03-312026-04-24

SBUX STARBUCKS CORP4.0K shares-3.14%2026-03-312026-04-24

HIG HARTFORD INSURANCE GROUP INC2.7K shares0.00%2026-03-312026-04-24

SCHF SCHWAB STRATEGIC TR14.5K shares0.00%2026-03-312026-04-24

HMC HONDA MOTOR CO LTD14.5K shares-3.03%2026-03-312026-04-24

Sponsored

THC TENET HEALTHCARE CORP1.8K shares0.00%2026-03-312026-04-24

F FORD MTR CO28.6K shares-5.84%2026-03-312026-04-24

EXEL EXELIXIS INC7.6K shares0.00%2026-03-312026-04-24

AIQ GLOBAL X FDS7.0K shares1.44%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR5.3K shares-2.78%2026-03-312026-04-24

SUB ISHARES TR3.0K shares0.00%2026-03-312026-04-24

IJJ ISHARES TR2.4K shares-1.05%2026-03-312026-04-24

VV VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-24

Sponsored

IGIB ISHARES TR5.8K shares2.92%2026-03-312026-04-24

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.7K sharesnew addition2026-03-312026-04-24

ICLN ISHARES TR16.2K shares-9.65%2026-03-312026-04-24

SKYH SKY HARBOUR GROUP CORPORATIO30.8K shares0.00%2026-03-312026-04-24

IJK ISHARES TR2.9K shares0.00%2026-03-312026-04-24

OGN ORGANON & CO44.7K shares-1.24%2026-03-312026-04-24

CRWD CROWDSTRIKE HLDGS INC684 shares5.39%2026-03-312026-04-24

IJS ISHARES TR2.3K shares0.00%2026-03-312026-04-24

Sponsored

IGSB ISHARES TR4.9K shares11.51%2026-03-312026-04-24

NYT NEW YORK TIMES CO MTN BE3.1K shares0.00%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR8.3K shares0.00%2026-03-312026-04-24

L LOEWS CORP2.3K shares0.00%2026-03-312026-04-24

MATCH GROUP INC NEW MATCH GROUP INC NEW8.1K shares-29.16%2026-03-312026-04-24

MUB ISHARES TR2.3K sharesnew addition2026-03-312026-04-24

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP685 sharesnew addition2026-03-312026-04-24

IVV ISHARES TR360 shares-1.37%2026-03-312026-04-24

Sponsored

TSLA TESLA INC629 shares-0.63%2026-03-312026-04-24

IJT ISHARES TR1.6K shares0.00%2026-03-312026-04-24

KMB KIMBERLY-CLARK CORP2.4K shares-7.54%2026-03-312026-04-24

DGII DIGI INTL INC4.7K shares0.00%2026-03-312026-04-24

TRN TRINITY INDS INC7.1K sharesnew addition2026-03-312026-04-24

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD4.9K shares0.00%2026-03-312026-04-24

JBGS JBG SMITH PPTYS14.6K shares20.40%2026-03-312026-04-24

VRTX VERTEX PHARMACEUTICALS INC476 shares-2.06%2026-03-312026-04-24

Sponsored

BCPC BALCHEM CORP1.3K sharesnew addition2026-03-312026-04-24

LOW LOWES COS INC892 sharesnew addition2026-03-312026-04-24

EEMV ISHARES INC3.3K shares-4.41%2026-03-312026-04-24

TMUS T-MOBILE US INC957 sharesnew addition2026-03-312026-04-24

SPYG SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-04-24

CLF CLEVELAND-CLIFFS INC NEW22.1K shares0.00%2026-03-312026-04-24

ASUR ASURE SOFTWARE INC19.8K shares0.00%2026-03-312026-04-24

CYRX CRYOPORT INC12.9K shares0.00%2026-03-312026-04-24

Sponsored

HLIT HARMONIC INC11.8K shares0.00%2026-03-312026-04-24

AAPL

APPLE INC

-2.13%

Shares691.5K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-0.33%

Shares509.3K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-1.88%

Shares388.5K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

0.87%

Shares294.3K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-2.12%

Shares364.6K

Event2026-03-31

Filed2026-04-24

PANW

PALO ALTO NETWORKS INC

1.11%

Shares566.7K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-2.24%

Shares489.3K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-3.46%

Shares116.4K

Event2026-03-31

Filed2026-04-24

MAR

MARRIOTT INTL INC NEW

-1.63%

Shares222.1K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

2.01%

Shares335.0K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

0.64%

Shares129.1K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

-2.82%

Shares477.8K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-0.23%

Shares190.5K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

-0.52%

Shares637.9K

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC

-1.61%

Shares55.6K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

-0.30%

Shares154.8K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

0.94%

Shares141.2K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

-2.75%

Shares237.5K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-3.35%

Shares167.1K

Event2026-03-31

Filed2026-04-24

DIS

DISNEY WALT CO

0.80%

Shares417.5K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

0.18%

Shares332.5K

Event2026-03-31

Filed2026-04-24

BLACKROCK INC

2.73%

Shares40.1K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-0.73%

Shares143.0K

Event2026-03-31

Filed2026-04-24

MORGAN STANLEY

-1.02%

Shares223.8K

Event2026-03-31

Filed2026-04-24

MLM

MARTIN MARIETTA MATLS INC

-2.41%

Shares62.2K

Event2026-03-31

Filed2026-04-24

CRM

SALESFORCE INC

2.53%

Shares196.3K

Event2026-03-31

Filed2026-04-24

FDX

FEDEX CORP

-1.33%

Shares102.0K

Event2026-03-31

Filed2026-04-24

BAC

BANK AMERICA CORP

0.04%

Shares722.1K

Event2026-03-31

Filed2026-04-24

CITIGROUP INC

-1.34%

Shares292.2K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

0.31%

Shares104.5K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-3.08%

Shares153.8K

Event2026-03-31

Filed2026-04-24

MDY

STATE STR SPDR S&P MIDCAP 40

-1.54%

Shares49.2K

Event2026-03-31

Filed2026-04-24

EQIX

EQUINIX INC

-2.19%

Shares29.7K

Event2026-03-31

Filed2026-04-24

SYF

SYNCHRONY FINANCIAL

-1.36%

Shares412.2K

Event2026-03-31

Filed2026-04-24

TMO

THERMO FISHER SCIENTIFIC INC

0.98%

Shares57.0K

Event2026-03-31

Filed2026-04-24

COF

CAPITAL ONE FINL CORP

2.11%

Shares147.5K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

-0.21%

Shares26.9K

Event2026-03-31

Filed2026-04-24

COP

CONOCOPHILLIPS

-2.88%

Shares199.0K

Event2026-03-31

Filed2026-04-24