Sponsored

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

Currently, HERITAGE INVESTORS MANAGEMENT CORP holds 257 types of securities in its portfolio with a total value $3.6M. In the most recent quarter, they have increased their positions in VO (+172.0K shares, valued at $13.9K), N/A (+33.6K shares, valued at $7.5K), N/A (+33.6K shares, valued at $7.4K); decreased their positions in CAT (-12.0K shares, valued at $12.8K), N/A (-26.3K shares, valued at $9.9K), INTC (-53.9K shares, valued at $7.5K); initiated new positions in N/A (+33.6K shares, valued at $7.5K), N/A (+33.6K shares, valued at $7.4K), N/A (+49.0K shares, valued at $7.4K).

1M P&L

-104.4K-0.00%

3M P&L

+159.3M+5.97%

HY P&L

+299.5M+11.84%

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 - Infrastructure296.5K

10.4%

2Internet Content & Information258.0K

9.1%

3Consumer Electronics194.8K

6.8%

Top Industries by Stock Count

1N/A42 stocks

19.2%

2Aerospace & Defense9 stocks

4.1%

3Drug Manufacturers - General7 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC673.3K shares-2.64%2026-06-302026-08-04

PANW PALO ALTO NETWORKS INC549.8K shares-2.98%2026-06-302026-08-04

BROADCOM INC BROADCOM INC483.0K shares-5.16%2026-06-302026-08-04

GOOGL ALPHABET INC374.5K shares-3.59%2026-06-302026-08-04

GOOG ALPHABET INC350.1K shares-3.99%2026-06-302026-08-04

CAT CATERPILLAR INC104.4K shares-10.30%2026-06-302026-08-04

MSFT MICROSOFT CORP292.3K shares-0.67%2026-06-302026-08-04

NVDA NVIDIA CORPORATION484.1K shares-1.07%2026-06-302026-08-04

Sponsored

MAR MARRIOTT INTL INC NEW218.7K shares-1.55%2026-06-302026-08-04

AMZN AMAZON COM INC329.8K shares-1.57%2026-06-302026-08-04

CISCO SYS INC CISCO SYS INC621.7K shares-2.54%2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED129.4K shares0.26%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO186.0K shares-2.37%2026-06-302026-08-04

INTC INTEL CORP422.4K shares-11.31%2026-06-302026-08-04

GS GOLDMAN SACHS GROUP INC53.2K shares-4.24%2026-06-302026-08-04

WMT WALMART INC472.5K shares-1.10%2026-06-302026-08-04

Sponsored

AXP AMERICAN EXPRESS CO152.1K shares-1.69%2026-06-302026-08-04

HD HOME DEPOT INC144.0K shares1.94%2026-06-302026-08-04

RTX CORPORATION RTX CORPORATION232.6K shares-2.07%2026-06-302026-08-04

MS MORGAN STANLEY210.2K shares-6.08%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON160.7K shares-3.81%2026-06-302026-08-04

MRK MERCK & CO INC316.6K shares-4.77%2026-06-302026-08-04

VB VANGUARD INDEX FDS134.1K shares-6.23%2026-06-302026-08-04

DIS DISNEY WALT CO413.7K shares-0.90%2026-06-302026-08-04

Sponsored

BAC BANK AMERICA CORP693.7K shares-3.93%2026-06-302026-08-04

BLK BLACKROCK INC40.1K shares-0.02%2026-06-302026-08-04

C CITIGROUP INC272.3K shares-6.81%2026-06-302026-08-04

MLM MARTIN MARIETTA MATLS INC63.2K shares1.51%2026-06-302026-08-04

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC80.0K shares-0.50%2026-06-302026-08-04

MDY STATE STR SPDR S&P MIDCAP 4045.7K shares-7.12%2026-06-302026-08-04

CRM SALESFORCE INC200.6K shares2.18%2026-06-302026-08-04

FDX FEDEX CORP100.2K shares-1.82%2026-06-302026-08-04

Sponsored

EQIX EQUINIX INC29.3K shares-1.31%2026-06-302026-08-04

DATADOG INC DATADOG INC114.1K shares1.30%2026-06-302026-08-04

SYF SYNCHRONY FINANCIAL390.1K shares-5.36%2026-06-302026-08-04

COF CAPITAL ONE FINL CORP147.6K shares0.10%2026-06-302026-08-04

TMO THERMO FISHER SCIENTIFIC INC58.4K shares2.56%2026-06-302026-08-04

MCD MCDONALDS CORP106.9K shares2.26%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC48.4K shares11.72%2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION27.5K shares2.01%2026-06-302026-08-04

Sponsored

CVX CHEVRON CORPORATION151.3K shares-1.57%2026-06-302026-08-04

BA BOEING CO105.9K shares-4.83%2026-06-302026-08-04

CSX CSX CORP478.9K shares-7.27%2026-06-302026-08-04

SERVICENOW INC SERVICENOW INC220.2K shares12.86%2026-06-302026-08-04

PEP PEPSICO INC159.5K shares0.18%2026-06-302026-08-04

IQV IQVIA HLDGS INC111.0K shares1.51%2026-06-302026-08-04

KO COCA COLA CO252.5K shares-5.11%2026-06-302026-08-04

COP CONOCOPHILLIPS189.4K shares-4.83%2026-06-302026-08-04

Sponsored

AMGN AMGEN INC53.4K shares-2.46%2026-06-302026-08-04

AMT AMERICAN TOWER CORP117.4K shares0.51%2026-06-302026-08-04

PCAR PACCAR INC159.4K shares-3.12%2026-06-302026-08-04

APD AIR PRODUCTS AND CHEMICALS I64.7K shares-1.38%2026-06-302026-08-04

CMG CHIPOTLE MEXICAN GRILL INC548.4K shares1.84%2026-06-302026-08-04

VO VANGUARD INDEX FDS230.3K shares294.83%2026-06-302026-08-04

YUM YUM BRANDS INC107.5K shares-6.26%2026-06-302026-08-04

ABBVIE INC ABBVIE INC66.4K shares-0.19%2026-06-302026-08-04

Sponsored

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC116.9K shares-2.94%2026-06-302026-08-04

YUMC YUM CHINA HLDGS INC390.6K shares-4.25%2026-06-302026-08-04

ADP AUTOMATIC DATA PROCESSING IN70.8K shares-3.45%2026-06-302026-08-04

VZ VERIZON COMMUNICATIONS INC369.4K shares-7.61%2026-06-302026-08-04

MCK MCKESSON CORP20.2K shares1.04%2026-06-302026-08-04

VISA INC VISA INC44.0K shares-0.83%2026-06-302026-08-04

ZOETIS INC ZOETIS INC205.2K shares-1.97%2026-06-302026-08-04

LMT LOCKHEED MARTIN CORP28.4K shares-1.48%2026-06-302026-08-04

Sponsored

BURLINGTON STORES INC BURLINGTON STORES INC45.4K shares-3.01%2026-06-302026-08-04

T AT&T INC692.6K shares1.23%2026-06-302026-08-04

TROW PRICE T ROWE GROUP INC124.7K shares-8.71%2026-06-302026-08-04

LLY ELI LILLY & CO11.1K shares12.87%2026-06-302026-08-04

NEXTERA ENERGY INC NEXTERA ENERGY INC149.1K shares-11.83%2026-06-302026-08-04

VEU VANGUARD INTL EQUITY INDEX F155.6K shares-1.71%2026-06-302026-08-04

LIN LINDE PLC24.8K shares-0.62%2026-06-302026-08-04

SLB SLB LIMITED276.5K shares0.05%2026-06-302026-08-04

Sponsored

ISHARES TR ISHARES TR131.2K shares-1.27%2026-06-302026-08-04

IBM INTERNATIONAL BUSINESS MACHS44.9K shares-6.96%2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP90.0K shares-0.02%2026-06-302026-08-04

PSX PHILLIPS 6671.3K shares-4.18%2026-06-302026-08-04

NKE NIKE INC290.9K shares-12.73%2026-06-302026-08-04

AER AERCAP HOLDINGS NV78.9K shares-2.29%2026-06-302026-08-04

PG PROCTER & GAMBLE CO74.3K shares-5.07%2026-06-302026-08-04

EFA ISHARES TR102.5K shares-9.86%2026-06-302026-08-04

Sponsored

LDOS LEIDOS HOLDINGS INC101.6K shares-0.69%2026-06-302026-08-04

ZBH ZIMMER BIOMET HOLDINGS INC120.1K shares-5.44%2026-06-302026-08-04

ADM ARCHER DANIELS MIDLAND CO127.5K shares-8.02%2026-06-302026-08-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND78.3K shares0.04%2026-06-302026-08-04

ADOBE INC ADOBE INC46.6K shares-18.59%2026-06-302026-08-04

Q QNITY ELECTRONICS INC57.9K shares-14.33%2026-06-302026-08-04

MDLZ MONDELEZ INTL INC160.5K shares-2.23%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL18.4K shares-0.08%2026-06-302026-08-04

Sponsored

BSX BOSTON SCIENTIFIC CORP213.0K shares8.01%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.126.3K shares81.68%2026-06-302026-08-04

NSC NORFOLK SOUTHN CORP28.4K shares-4.20%2026-06-302026-08-04

UNP UNION PAC CORP32.1K shares-2.88%2026-06-302026-08-04

LHX L3HARRIS TECHNOLOGIES INC27.9K shares-1.63%2026-06-302026-08-04

IEMG ISHARES INC97.5K shares-3.17%2026-06-302026-08-04

PFE PFIZER INC334.4K shares-10.36%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS21.1K shares-0.16%2026-06-302026-08-04

Sponsored

GE GE AEROSPACE20.4K shares0.01%2026-06-302026-08-04

HONEYWELL INTL INC HONEYWELL INTL INC33.6K sharesnew addition2026-06-302026-08-04

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC33.6K sharesnew addition2026-06-302026-08-04

TM TOYOTA MOTOR CORP44.1K shares-2.39%2026-06-302026-08-04

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC49.0K sharesnew addition2026-06-302026-08-04

HWM HOWMET AEROSPACE INC26.7K shares-4.36%2026-06-302026-08-04

BMY BRISTOL-MYERS SQUIBB CO122.1K shares-10.76%2026-06-302026-08-04

UPS UNITED PARCEL SVCS INC65.1K shares-6.84%2026-06-302026-08-04

Sponsored

PM PHILIP MORRIS INTL INC37.8K shares-2.25%2026-06-302026-08-04

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC50.3K sharesnew addition2026-06-302026-08-04

VWO VANGUARD INTL EQUITY INDEX F113.6K shares-6.53%2026-06-302026-08-04

SHEL SHELL PLC79.9K shares-1.75%2026-06-302026-08-04

GEV GE VERNOVA INC5.2K shares0.00%2026-06-302026-08-04

HAL HALLIBURTON CO178.0K shares-0.31%2026-06-302026-08-04

CORTEVA INC CORTEVA INC70.9K shares-8.20%2026-06-302026-08-04

EOG EOG RES INC43.2K shares-1.11%2026-06-302026-08-04

Sponsored

EME EMCOR GROUP INC6.3K shares-0.19%2026-06-302026-08-04

VOO VANGUARD INDEX FDS7.5K shares2.07%2026-06-302026-08-04

IWM ISHARES TR16.7K shares-2.97%2026-06-302026-08-04

CI THE CIGNA GROUP17.5K shares-1.50%2026-06-302026-08-04

IJR ISHARES TR31.7K shares2.96%2026-06-302026-08-04

AEHR AEHR TEST SYS48.4K shares-0.10%2026-06-302026-08-04

MEDTRONIC PLC MEDTRONIC PLC57.7K shares-8.40%2026-06-302026-08-04

CMCSA COMCAST CORP NEW179.5K shares-31.36%2026-06-302026-08-04

Sponsored

IJH ISHARES TR54.3K shares1.76%2026-06-302026-08-04

GHM GRAHAM CORP33.7K shares-3.91%2026-06-302026-08-04

AXON AXON ENTERPRISE INC7.2K shares0.00%2026-06-302026-08-04

ABT ABBOTT LABORATORIES42.5K shares1.00%2026-06-302026-08-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL4.0K shares-4.93%2026-06-302026-08-04

QCOM QUALCOMM INC20.4K shares-5.54%2026-06-302026-08-04

HSY HERSHEY CO20.9K shares-15.90%2026-06-302026-08-04

RNG RINGCENTRAL INC92.1K shares-4.02%2026-06-302026-08-04

Sponsored

3M CO 3M CO21.1K shares-11.54%2026-06-302026-08-04

USLM UNITED STS LIME & MINERALS I31.0K shares-0.01%2026-06-302026-08-04

CARR CARRIER GLOBAL CORPORATION42.7K shares-5.67%2026-06-302026-08-04

GLW CORNING INC11.6K shares-2.10%2026-06-302026-08-04

QQQ INVESCO QQQ TR4.0K shares-0.74%2026-06-302026-08-04

TGT TARGET CORP22.4K shares-7.22%2026-06-302026-08-04

SLM SLM CORP109.3K shares-10.26%2026-06-302026-08-04

ELAN ELANCO ANIMAL HEALTH INC114.2K shares-9.92%2026-06-302026-08-04

Sponsored

REZI RESIDEO TECHNOLOGIES INC89.4K shares-0.97%2026-06-302026-08-04

COHR COHERENT CORP6.7K shares0.04%2026-06-302026-08-04

PYPL PAYPAL HLDGS INC61.0K shares-21.00%2026-06-302026-08-04

EEM ISHARES TR35.2K shares-2.82%2026-06-302026-08-04

SENEA SENECA FOODS CORP NEW11.4K shares0.00%2026-06-302026-08-04

CC CHEMOURS CO94.2K shares-1.03%2026-06-302026-08-04

STRATEGY INC STRATEGY INC21.9K shares0.00%2026-06-302026-08-04

GM GENERAL MTRS CO24.5K shares-4.26%2026-06-302026-08-04

Sponsored

ASML ASML HLDG NV949 shares-4.04%2026-06-302026-08-04

IWR ISHARES TR16.6K shares-0.45%2026-06-302026-08-04

MTRN MATERION CORP5.4K shares-1.20%2026-06-302026-08-04

ADI ANALOG DEVICES INC4.0K shares-9.40%2026-06-302026-08-04

OTIS OTIS WORLDWIDE CORP21.8K shares-5.79%2026-06-302026-08-04

AMX AMERICA MOVIL SAB DE CV58.3K shares0.00%2026-06-302026-08-04

TEVA TEVA PHARMACEUTICAL INDS LTD43.5K shares-14.55%2026-06-302026-08-04

WBD WARNER BROS DISCOVERY INC55.2K shares-11.75%2026-06-302026-08-04

Sponsored

DUK DUKE ENERGY CORP NEW11.6K shares-1.02%2026-06-302026-08-04

MO ALTRIA GROUP INC20.3K shares-1.68%2026-06-302026-08-04

TAK TAKEDA PHARMACEUTICAL CO LTD81.9K shares-16.68%2026-06-302026-08-04

BN BROOKFIELD CORP30.4K shares0.00%2026-06-302026-08-04

BX BLACKSTONE INC10.2K shares-0.49%2026-06-302026-08-04

NBIX NEUROCRINE BIOSCIENCES INC7.0K shares0.00%2026-06-302026-08-04

AMD ADVANCED MICRO DEVICES INC2.0K shares-0.50%2026-06-302026-08-04

SMID SMITH MIDLAND CORP38.3K shares0.00%2026-06-302026-08-04

Sponsored

NSSC NAPCO SEC TECHNOLOGIES INC29.1K shares0.00%2026-06-302026-08-04

PR PERMIAN RESOURCES CORP59.3K shares0.00%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.4K shares4.79%2026-06-302026-08-04

GLD SPDR GOLD TR2.9K shares-1.03%2026-06-302026-08-04

IWO ISHARES TR2.6K shares-5.88%2026-06-302026-08-04

CVS CVS HEALTH CORP8.4K shares-6.57%2026-06-302026-08-04

ACA ARCOSA INC6.0K shares0.00%2026-06-302026-08-04

SOLS SOLSTICE ADVANCED MATLS INC9.7K shares-16.71%2026-06-302026-08-04

Sponsored

DHR DANAHER CORP DEL4.5K shares0.00%2026-06-302026-08-04

EGBN EAGLE BANCORPORATION INC30.0K shares0.00%2026-06-302026-08-04

BIV VANGUARD BD INDEX FDS11.0K shares-27.69%2026-06-302026-08-04

VLO VALERO ENERGY CORP3.2K shares0.00%2026-06-302026-08-04

IWF ISHARES TR6.6K shares233.18%2026-06-302026-08-04

DOW DOW HLDGS INC28.6K shares-7.65%2026-06-302026-08-04

VEA VANGUARD TAX-MANAGED FDS10.9K shares-3.77%2026-06-302026-08-04

PNRG PRIMEENERGY RESOURCES CORP4.5K shares0.00%2026-06-302026-08-04

Sponsored

DE DEERE & CO1.2K shares1.80%2026-06-302026-08-04

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-08-04

EPD ENTERPRISE PRODS PARTNERS L18.8K shares-5.29%2026-06-302026-08-04

DLR DIGITAL RLTY TR INC3.7K shares-1.00%2026-06-302026-08-04

FREEPORT MCMORAN INC FREEPORT MCMORAN INC10.5K shares2.13%2026-06-302026-08-04

SCI SERVICE CORP INTL7.9K shares0.00%2026-06-302026-08-04

PKOH PARK-OHIO HLDGS CORP15.6K shares0.00%2026-06-302026-08-04

DHI D R HORTON INC3.6K shares-5.19%2026-06-302026-08-04

Sponsored

MUB ISHARES TR5.3K shares130.17%2026-06-302026-08-04

LEU CENTRUS ENERGY CORP3.4K shares0.00%2026-06-302026-08-04

OGN ORGANON & CO42.2K shares-5.42%2026-06-302026-08-04

IGSB ISHARES TR10.7K shares116.98%2026-06-302026-08-04

ORACLE CORP ORACLE CORP3.8K shares-22.30%2026-06-302026-08-04

MPC MARATHON PETE CORP2.2K shares0.00%2026-06-302026-08-04

SHOP SHOPIFY INC4.6K shares0.00%2026-06-302026-08-04

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC684 shares0.00%2026-06-302026-08-04

Sponsored

VGT VANGUARD WORLD FD4.1K shares529.18%2026-06-302026-08-04

AIQ GLOBAL X FDS7.3K shares3.34%2026-06-302026-08-04

DXC DXC TECHNOLOGY CO53.5K shares-0.56%2026-06-302026-08-04

SOUTHERN CO SOUTHERN CO4.9K shares-5.33%2026-06-302026-08-04

SOLV SOLVENTUM CORP6.0K shares-8.11%2026-06-302026-08-04

PNC PNC FINL SVCS GROUP INC1.9K shares-0.43%2026-06-302026-08-04

XEL XCEL ENERGY INC5.5K shares0.00%2026-06-302026-08-04

SAIC SCIENCE APPLICATIONS INTL CO3.9K shares-4.83%2026-06-302026-08-04

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I6.8K shares-7.12%2026-06-302026-08-04

MMC MARSH & MCLENNAN COS INC2.5K shares0.00%2026-06-302026-08-04

BF.B BROWN FORMAN CORP15.7K shares-16.68%2026-06-302026-08-04

EXEL EXELIXIS INC7.6K shares0.00%2026-06-302026-08-04

AVNW AVIAT NETWORKS INC18.6K shares0.00%2026-06-302026-08-04

SCHF SCHWAB STRATEGIC TR14.4K shares-0.35%2026-06-302026-08-04

F FORD MTR CO28.5K shares-0.35%2026-06-302026-08-04

SBUX STARBUCKS CORP3.9K shares-3.49%2026-06-302026-08-04

Sponsored

BWXT BWX TECHNOLOGIES INC2.0K shares0.00%2026-06-302026-08-04

ETN EATON CORP PLC900 sharesnew addition2026-06-302026-08-04

EVI EVI INDS INC24.2K shares0.00%2026-06-302026-08-04

DGII DIGI INTL INC4.7K shares0.00%2026-06-302026-08-04

HMC HONDA MOTOR CO LTD13.1K shares-9.70%2026-06-302026-08-04

INTU INTUIT1.4K shares1.57%2026-06-302026-08-04

VV VANGUARD INDEX FDS1.0K shares-1.35%2026-06-302026-08-04

HIG HARTFORD INSURANCE GROUP INC2.7K shares0.00%2026-06-302026-08-04

Sponsored

IJJ ISHARES TR2.4K shares0.00%2026-06-302026-08-04

DAL DELTA AIR LINES INC3.7K sharesnew addition2026-06-302026-08-04

IJK ISHARES TR2.9K shares0.00%2026-06-302026-08-04

THC TENET HEALTHCARE CORP1.8K shares0.00%2026-06-302026-08-04

ICLN ISHARES TR16.2K shares0.00%2026-06-302026-08-04

SUB ISHARES TR3.0K shares0.00%2026-06-302026-08-04

WEC WEC ENERGY GROUP INC2.7K shares0.00%2026-06-302026-08-04

IJS ISHARES TR2.3K shares0.00%2026-06-302026-08-04

Sponsored

SKYH SKY HARBOUR GROUP CORPORATIO30.8K shares0.00%2026-06-302026-08-04

IEF ISHARES TR3.1K sharesnew addition2026-06-302026-08-04

IJT ISHARES TR1.6K shares0.00%2026-06-302026-08-04

IGIB ISHARES TR5.4K shares-7.74%2026-06-302026-08-04

TSLA TESLA INC669 shares6.36%2026-06-302026-08-04

XLE SELECT SECTOR SPDR TR5.3K shares0.00%2026-06-302026-08-04

MTCH MATCH GROUP INC NEW7.0K shares-13.36%2026-06-302026-08-04

KMB KIMBERLY-CLARK CORP2.4K shares0.00%2026-06-302026-08-04

Sponsored

L LOEWS CORP2.2K shares-4.27%2026-06-302026-08-04

EEMV ISHARES INC3.3K shares0.00%2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR7.7K shares-7.27%2026-06-302026-08-04

TRN TRINITY INDS INC7.1K shares0.00%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC335 sharesnew addition2026-06-302026-08-04

ISHARES TR ISHARES TR320 shares-11.11%2026-06-302026-08-04

VRTX VERTEX PHARMACEUTICALS INC476 shares0.00%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC492 sharesnew addition2026-06-302026-08-04

Sponsored

EMR EMERSON ELEC CO1.6K sharesnew addition2026-06-302026-08-04

SPYG SPDR SERIES TRUST1.9K shares-5.48%2026-06-302026-08-04

BAM BROOKFIELD ASSET MANAGMT LTD4.9K shares0.00%2026-06-302026-08-04

GD GENERAL DYNAMICS CORP627 shares-8.47%2026-06-302026-08-04

IAC PEOPLE INC.4.8K shares-71.19%2026-06-302026-08-04

VXUS VANGUARD STAR FDS2.6K sharesnew addition2026-06-302026-08-04

AUB ATLANTIC UN BANKSHARES CORP5.2K sharesnew addition2026-06-302026-08-04

TDY TELEDYNE TECHNOLOGIES INC324 sharesnew addition2026-06-302026-08-04

Sponsored

NYT NEW YORK TIMES CO MTN BE3.1K shares0.00%2026-06-302026-08-04

JBGS JBG SMITH PPTYS14.5K shares-0.68%2026-06-302026-08-04

QQQM INVESCO EXCH TRADED FD TR II700 sharesnew addition2026-06-302026-08-04

CLF CLEVELAND-CLIFFS INC NEW22.1K shares0.00%2026-06-302026-08-04

VUG VANGUARD INDEX FDS2.4K sharesnew addition2026-06-302026-08-04

BCPC BALCHEM CORP1.2K shares-4.00%2026-06-302026-08-04

HLIT HARMONIC INC11.8K shares0.00%2026-06-302026-08-04

CYRX CRYOPORT INC10.4K shares-19.43%2026-06-302026-08-04

Sponsored

ASUR ASURE SOFTWARE INC19.8K shares0.00%2026-06-302026-08-04

AAPL

APPLE INC

-2.64%

Shares673.3K

Event2026-06-30

Filed2026-08-04

PANW

PALO ALTO NETWORKS INC

-2.98%

Shares549.8K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

-5.16%

Shares483.0K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

-3.59%

Shares374.5K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

-3.99%

Shares350.1K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

-10.30%

Shares104.4K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

-0.67%

Shares292.3K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

-1.07%

Shares484.1K

Event2026-06-30

Filed2026-08-04

MAR

MARRIOTT INTL INC NEW

-1.55%

Shares218.7K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

-1.57%

Shares329.8K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

-2.54%

Shares621.7K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

0.26%

Shares129.4K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

-2.37%

Shares186.0K

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP

-11.31%

Shares422.4K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS GROUP INC

-4.24%

Shares53.2K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

-1.10%

Shares472.5K

Event2026-06-30

Filed2026-08-04

AXP

AMERICAN EXPRESS CO

-1.69%

Shares152.1K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

1.94%

Shares144.0K

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

-2.07%

Shares232.6K

Event2026-06-30

Filed2026-08-04

MORGAN STANLEY

-6.08%

Shares210.2K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

-3.81%

Shares160.7K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

-4.77%

Shares316.6K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-6.23%

Shares134.1K

Event2026-06-30

Filed2026-08-04

DIS

DISNEY WALT CO

-0.90%

Shares413.7K

Event2026-06-30

Filed2026-08-04

BAC

BANK AMERICA CORP

-3.93%

Shares693.7K

Event2026-06-30

Filed2026-08-04

BLK

BLACKROCK INC

-0.02%

Shares40.1K

Event2026-06-30

Filed2026-08-04

CITIGROUP INC

-6.81%

Shares272.3K

Event2026-06-30

Filed2026-08-04

MLM

MARTIN MARIETTA MATLS INC

1.51%

Shares63.2K

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

-0.50%

Shares80.0K

Event2026-06-30

Filed2026-08-04

MDY

STATE STR SPDR S&P MIDCAP 40

-7.12%

Shares45.7K

Event2026-06-30

Filed2026-08-04

CRM

SALESFORCE INC

2.18%

Shares200.6K

Event2026-06-30

Filed2026-08-04

FDX

FEDEX CORP

-1.82%

Shares100.2K

Event2026-06-30

Filed2026-08-04

EQIX

EQUINIX INC

-1.31%

Shares29.3K

Event2026-06-30

Filed2026-08-04

DATADOG INC

1.30%

Shares114.1K

Event2026-06-30

Filed2026-08-04

SYF

SYNCHRONY FINANCIAL

-5.36%

Shares390.1K

Event2026-06-30

Filed2026-08-04

COF

CAPITAL ONE FINL CORP

0.10%

Shares147.6K

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC

2.56%

Shares58.4K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

2.26%

Shares106.9K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

11.72%

Shares48.4K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

2.01%

Shares27.5K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

-1.57%

Shares151.3K

Event2026-06-30

Filed2026-08-04

BOEING CO

-4.83%

Shares105.9K

Event2026-06-30

Filed2026-08-04

CSX

CSX CORP

-7.27%

Shares478.9K

Event2026-06-30

Filed2026-08-04

SERVICENOW INC

12.86%

Shares220.2K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

0.18%

Shares159.5K

Event2026-06-30

Filed2026-08-04

IQV

IQVIA HLDGS INC

1.51%

Shares111.0K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

-5.11%

Shares252.5K

Event2026-06-30

Filed2026-08-04

COP

CONOCOPHILLIPS

-4.83%

Shares189.4K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

-2.46%

Shares53.4K

Event2026-06-30

Filed2026-08-04

AMT

AMERICAN TOWER CORP

0.51%

Shares117.4K

Event2026-06-30

Filed2026-08-04

PCAR

PACCAR INC

-3.12%

Shares159.4K

Event2026-06-30

Filed2026-08-04

APD

AIR PRODUCTS AND CHEMICALS I

-1.38%

Shares64.7K

Event2026-06-30

Filed2026-08-04

CMG

CHIPOTLE MEXICAN GRILL INC

1.84%

Shares548.4K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

294.83%

Shares230.3K

Event2026-06-30

Filed2026-08-04

YUM

YUM BRANDS INC

-6.26%

Shares107.5K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

-0.19%

Shares66.4K

Event2026-06-30

Filed2026-08-04

CONSTELLATION BRANDS INC

-2.94%

Shares116.9K

Event2026-06-30

Filed2026-08-04

YUMC

YUM CHINA HLDGS INC

-4.25%

Shares390.6K

Event2026-06-30

Filed2026-08-04

ADP

AUTOMATIC DATA PROCESSING IN

-3.45%

Shares70.8K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

-7.61%

Shares369.4K

Event2026-06-30

Filed2026-08-04

MCK

MCKESSON CORP

1.04%

Shares20.2K

Event2026-06-30

Filed2026-08-04

VISA INC

-0.83%

Shares44.0K

Event2026-06-30

Filed2026-08-04

ZOETIS INC

-1.97%

Shares205.2K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

-1.48%

Shares28.4K

Event2026-06-30

Filed2026-08-04

BURLINGTON STORES INC

-3.01%

Shares45.4K

Event2026-06-30

Filed2026-08-04

AT&T INC

1.23%

Shares692.6K

Event2026-06-30

Filed2026-08-04

TROW

PRICE T ROWE GROUP INC

-8.71%

Shares124.7K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

12.87%

Shares11.1K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

-11.83%

Shares149.1K

Event2026-06-30

Filed2026-08-04

VEU

VANGUARD INTL EQUITY INDEX F

-1.71%

Shares155.6K

Event2026-06-30

Filed2026-08-04

LIN

LINDE PLC

-0.62%

Shares24.8K

Event2026-06-30

Filed2026-08-04

SLB

SLB LIMITED

0.05%

Shares276.5K

Event2026-06-30

Filed2026-08-04

ISHARES TR

-1.27%

Shares131.2K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

-6.96%

Shares44.9K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

-0.02%

Shares90.0K

Event2026-06-30

Filed2026-08-04

PSX

PHILLIPS 66

-4.18%

Shares71.3K

Event2026-06-30

Filed2026-08-04

NKE

NIKE INC

-12.73%

Shares290.9K

Event2026-06-30

Filed2026-08-04

AER

AERCAP HOLDINGS NV

-2.29%

Shares78.9K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

-5.07%

Shares74.3K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

-9.86%

Shares102.5K

Event2026-06-30

Filed2026-08-04

LDOS

LEIDOS HOLDINGS INC

-0.69%

Shares101.6K

Event2026-06-30

Filed2026-08-04

ZBH

ZIMMER BIOMET HOLDINGS INC

-5.44%

Shares120.1K

Event2026-06-30

Filed2026-08-04

ADM

ARCHER DANIELS MIDLAND CO

-8.02%

Shares127.5K

Event2026-06-30

Filed2026-08-04

ACCENTURE PLC IRELAND

0.04%

Shares78.3K

Event2026-06-30

Filed2026-08-04

ADOBE INC

-18.59%

Shares46.6K

Event2026-06-30

Filed2026-08-04

QNITY ELECTRONICS INC

-14.33%

Shares57.9K

Event2026-06-30

Filed2026-08-04

MDLZ

MONDELEZ INTL INC

-2.23%

Shares160.5K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.08%

Shares18.4K

Event2026-06-30

Filed2026-08-04

BSX

BOSTON SCIENTIFIC CORP

8.01%

Shares213.0K

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

81.68%

Shares126.3K

Event2026-06-30

Filed2026-08-04

NSC

NORFOLK SOUTHN CORP

-4.20%

Shares28.4K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP

-2.88%

Shares32.1K

Event2026-06-30

Filed2026-08-04

LHX

L3HARRIS TECHNOLOGIES INC

-1.63%

Shares27.9K

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

-3.17%

Shares97.5K

Event2026-06-30

Filed2026-08-04

PFE

PFIZER INC

-10.36%

Shares334.4K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-0.16%

Shares21.1K

Event2026-06-30

Filed2026-08-04

GE AEROSPACE

0.01%

Shares20.4K

Event2026-06-30

Filed2026-08-04

HONEYWELL INTL INC

New

Shares33.6K

Event2026-06-30

Filed2026-08-04

HONEYWELL AEROSPACE INC

New

Shares33.6K

Event2026-06-30

Filed2026-08-04

TOYOTA MOTOR CORP

-2.39%

Shares44.1K

Event2026-06-30

Filed2026-08-04

FEDEX FGHT HLDG CO INC

New

Shares49.0K

Event2026-06-30

Filed2026-08-04

HWM

HOWMET AEROSPACE INC

-4.36%

Shares26.7K

Event2026-06-30

Filed2026-08-04

BMY

BRISTOL-MYERS SQUIBB CO

-10.76%

Shares122.1K

Event2026-06-30

Filed2026-08-04

UPS

UNITED PARCEL SVCS INC

-6.84%

Shares65.1K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

-2.25%

Shares37.8K

Event2026-06-30

Filed2026-08-04

DUPONT DE NEMOURS INC

New

Shares50.3K

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

-6.53%

Shares113.6K

Event2026-06-30

Filed2026-08-04

SHEL

SHELL PLC

-1.75%

Shares79.9K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-04

HAL

HALLIBURTON CO

-0.31%

Shares178.0K

Event2026-06-30

Filed2026-08-04

CORTEVA INC

-8.20%

Shares70.9K

Event2026-06-30

Filed2026-08-04

EOG

EOG RES INC

-1.11%

Shares43.2K

Event2026-06-30

Filed2026-08-04

EME

EMCOR GROUP INC

-0.19%

Shares6.3K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

2.07%

Shares7.5K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

-2.97%

Shares16.7K

Event2026-06-30

Filed2026-08-04

THE CIGNA GROUP

-1.50%

Shares17.5K

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

2.96%

Shares31.7K

Event2026-06-30

Filed2026-08-04

AEHR

AEHR TEST SYS

-0.10%

Shares48.4K

Event2026-06-30

Filed2026-08-04

MEDTRONIC PLC

-8.40%

Shares57.7K

Event2026-06-30

Filed2026-08-04

CMCSA

COMCAST CORP NEW

-31.36%

Shares179.5K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

1.76%

Shares54.3K

Event2026-06-30

Filed2026-08-04

GHM

GRAHAM CORP

-3.91%

Shares33.7K

Event2026-06-30

Filed2026-08-04

AXON

AXON ENTERPRISE INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-04

ABT

ABBOTT LABORATORIES

1.00%

Shares42.5K

Event2026-06-30

Filed2026-08-04

SEAGATE TECHNOLOGY HLDNGS PL

-4.93%

Shares4.0K

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

-5.54%

Shares20.4K

Event2026-06-30

Filed2026-08-04

HSY

HERSHEY CO

-15.90%

Shares20.9K

Event2026-06-30

Filed2026-08-04

RNG

RINGCENTRAL INC

-4.02%

Shares92.1K

Event2026-06-30

Filed2026-08-04

3M CO

-11.54%

Shares21.1K

Event2026-06-30

Filed2026-08-04

USLM

UNITED STS LIME & MINERALS I

-0.01%

Shares31.0K

Event2026-06-30

Filed2026-08-04

CARR

CARRIER GLOBAL CORPORATION

-5.67%

Shares42.7K

Event2026-06-30

Filed2026-08-04

GLW

CORNING INC

-2.10%

Shares11.6K

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TR

-0.74%

Shares4.0K

Event2026-06-30

Filed2026-08-04

TGT

TARGET CORP

-7.22%

Shares22.4K

Event2026-06-30

Filed2026-08-04

SLM

SLM CORP

-10.26%

Shares109.3K

Event2026-06-30

Filed2026-08-04

ELAN

ELANCO ANIMAL HEALTH INC

-9.92%

Shares114.2K

Event2026-06-30

Filed2026-08-04

REZI

RESIDEO TECHNOLOGIES INC

-0.97%

Shares89.4K

Event2026-06-30

Filed2026-08-04

COHR

COHERENT CORP

0.04%

Shares6.7K

Event2026-06-30

Filed2026-08-04

PYPL

PAYPAL HLDGS INC

-21.00%

Shares61.0K

Event2026-06-30

Filed2026-08-04

EEM

ISHARES TR

-2.82%

Shares35.2K

Event2026-06-30

Filed2026-08-04

SENEA

SENECA FOODS CORP NEW

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-04

CHEMOURS CO

-1.03%

Shares94.2K

Event2026-06-30

Filed2026-08-04

STRATEGY INC

0.00%

Shares21.9K

Event2026-06-30

Filed2026-08-04

GENERAL MTRS CO

-4.26%

Shares24.5K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

-4.04%

Shares949

Event2026-06-30

Filed2026-08-04

IWR

ISHARES TR

-0.45%

Shares16.6K

Event2026-06-30

Filed2026-08-04

MTRN

MATERION CORP

-1.20%

Shares5.4K

Event2026-06-30

Filed2026-08-04

ADI

ANALOG DEVICES INC

-9.40%

Shares4.0K

Event2026-06-30

Filed2026-08-04

OTIS

OTIS WORLDWIDE CORP

-5.79%

Shares21.8K

Event2026-06-30

Filed2026-08-04

AMX

AMERICA MOVIL SAB DE CV

0.00%

Shares58.3K

Event2026-06-30

Filed2026-08-04

TEVA

TEVA PHARMACEUTICAL INDS LTD

-14.55%

Shares43.5K

Event2026-06-30

Filed2026-08-04

WBD

WARNER BROS DISCOVERY INC

-11.75%

Shares55.2K

Event2026-06-30

Filed2026-08-04

DUK

DUKE ENERGY CORP NEW

-1.02%

Shares11.6K

Event2026-06-30

Filed2026-08-04

ALTRIA GROUP INC

-1.68%

Shares20.3K

Event2026-06-30

Filed2026-08-04

TAK

TAKEDA PHARMACEUTICAL CO LTD

-16.68%

Shares81.9K

Event2026-06-30

Filed2026-08-04

BROOKFIELD CORP

0.00%

Shares30.4K

Event2026-06-30

Filed2026-08-04

BLACKSTONE INC

-0.49%

Shares10.2K

Event2026-06-30

Filed2026-08-04

NBIX

NEUROCRINE BIOSCIENCES INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

-0.50%

Shares2.0K

Event2026-06-30

Filed2026-08-04

SMID

SMITH MIDLAND CORP

0.00%

Shares38.3K

Event2026-06-30

Filed2026-08-04

NSSC

NAPCO SEC TECHNOLOGIES INC

0.00%

Shares29.1K

Event2026-06-30

Filed2026-08-04

PERMIAN RESOURCES CORP

0.00%

Shares59.3K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

4.79%

Shares1.4K

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD TR

-1.03%

Shares2.9K

Event2026-06-30

Filed2026-08-04

IWO

ISHARES TR

-5.88%

Shares2.6K

Event2026-06-30

Filed2026-08-04

CVS

CVS HEALTH CORP

-6.57%

Shares8.4K

Event2026-06-30

Filed2026-08-04

ACA

ARCOSA INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-04

SOLS

SOLSTICE ADVANCED MATLS INC

-16.71%

Shares9.7K

Event2026-06-30

Filed2026-08-04

DHR

DANAHER CORP DEL

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-04

EGBN

EAGLE BANCORPORATION INC

0.00%

Shares30.0K

Event2026-06-30

Filed2026-08-04

BIV

VANGUARD BD INDEX FDS

-27.69%

Shares11.0K

Event2026-06-30

Filed2026-08-04

VLO

VALERO ENERGY CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

233.18%

Shares6.6K

Event2026-06-30

Filed2026-08-04

DOW

DOW HLDGS INC

-7.65%

Shares28.6K

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

-3.77%

Shares10.9K

Event2026-06-30

Filed2026-08-04

PNRG

PRIMEENERGY RESOURCES CORP

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-04

DEERE & CO

1.80%

Shares1.2K

Event2026-06-30

Filed2026-08-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-08-04

EPD

ENTERPRISE PRODS PARTNERS L

-5.29%

Shares18.8K

Event2026-06-30

Filed2026-08-04

DLR

DIGITAL RLTY TR INC

-1.00%

Shares3.7K

Event2026-06-30

Filed2026-08-04

FREEPORT MCMORAN INC

2.13%

Shares10.5K

Event2026-06-30

Filed2026-08-04

SCI

SERVICE CORP INTL

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-04

PKOH

PARK-OHIO HLDGS CORP

0.00%

Shares15.6K

Event2026-06-30

Filed2026-08-04

DHI

D R HORTON INC

-5.19%

Shares3.6K

Event2026-06-30

Filed2026-08-04

MUB

ISHARES TR

130.17%

Shares5.3K

Event2026-06-30

Filed2026-08-04

LEU

CENTRUS ENERGY CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-04

OGN

ORGANON & CO

-5.42%

Shares42.2K

Event2026-06-30

Filed2026-08-04

IGSB

ISHARES TR

116.98%

Shares10.7K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

-22.30%

Shares3.8K

Event2026-06-30

Filed2026-08-04

MPC

MARATHON PETE CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-04

SHOP

SHOPIFY INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC

0.00%

Shares684

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

529.18%

Shares4.1K

Event2026-06-30

Filed2026-08-04

AIQ

GLOBAL X FDS

3.34%

Shares7.3K

Event2026-06-30

Filed2026-08-04

DXC

DXC TECHNOLOGY CO

-0.56%

Shares53.5K

Event2026-06-30

Filed2026-08-04

SOUTHERN CO

-5.33%

Shares4.9K

Event2026-06-30

Filed2026-08-04

SOLV

SOLVENTUM CORP

-8.11%

Shares6.0K

Event2026-06-30

Filed2026-08-04

PNC

PNC FINL SVCS GROUP INC

-0.43%

Shares1.9K

Event2026-06-30

Filed2026-08-04

XEL

XCEL ENERGY INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-04

SAIC

SCIENCE APPLICATIONS INTL CO

-4.83%

Shares3.9K

Event2026-06-30

Filed2026-08-04

GEHC

GE HEALTHCARE TECHNOLOGIES I

-7.12%

Shares6.8K

Event2026-06-30

Filed2026-08-04

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-04

BF.B

BROWN FORMAN CORP

-16.68%

Shares15.7K

Event2026-06-30

Filed2026-08-04

EXEL

EXELIXIS INC

0.00%

Shares7.6K

Event2026-06-30

Filed2026-08-04

AVNW

AVIAT NETWORKS INC

0.00%

Shares18.6K

Event2026-06-30

Filed2026-08-04

SCHF

SCHWAB STRATEGIC TR

-0.35%

Shares14.4K

Event2026-06-30

Filed2026-08-04

FORD MTR CO

-0.35%

Shares28.5K

Event2026-06-30

Filed2026-08-04

SBUX

STARBUCKS CORP

-3.49%

Shares3.9K

Event2026-06-30

Filed2026-08-04

BWXT

BWX TECHNOLOGIES INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

New

Shares900

Event2026-06-30

Filed2026-08-04

EVI

EVI INDS INC

0.00%

Shares24.2K

Event2026-06-30

Filed2026-08-04

DGII

DIGI INTL INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-04

HMC

HONDA MOTOR CO LTD

-9.70%

Shares13.1K

Event2026-06-30

Filed2026-08-04

INTU

INTUIT

1.57%

Shares1.4K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-1.35%

Shares1.0K

Event2026-06-30

Filed2026-08-04

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-04

IJJ

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-04

DAL

DELTA AIR LINES INC

New

Shares3.7K

Event2026-06-30

Filed2026-08-04

IJK

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-04

THC

TENET HEALTHCARE CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-04

ICLN

ISHARES TR

0.00%

Shares16.2K

Event2026-06-30

Filed2026-08-04

SUB

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-04

WEC

WEC ENERGY GROUP INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-04

IJS

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-04

SKYH

SKY HARBOUR GROUP CORPORATIO

0.00%

Shares30.8K

Event2026-06-30

Filed2026-08-04

IEF

ISHARES TR

New

Shares3.1K

Event2026-06-30

Filed2026-08-04

IJT

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-04

IGIB

ISHARES TR

-7.74%

Shares5.4K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

6.36%

Shares669

Event2026-06-30

Filed2026-08-04

XLE

SELECT SECTOR SPDR TR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-04

MTCH

MATCH GROUP INC NEW

-13.36%

Shares7.0K

Event2026-06-30

Filed2026-08-04

KMB

KIMBERLY-CLARK CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-04

LOEWS CORP

-4.27%

Shares2.2K

Event2026-06-30

Filed2026-08-04

EEMV

ISHARES INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

-7.27%

Shares7.7K

Event2026-06-30

Filed2026-08-04

TRN

TRINITY INDS INC

0.00%

Shares7.1K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

New

Shares335

Event2026-06-30

Filed2026-08-04

ISHARES TR

-11.11%

Shares320

Event2026-06-30

Filed2026-08-04

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares476

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares492

Event2026-06-30

Filed2026-08-04

EMR

EMERSON ELEC CO

New

Shares1.6K

Event2026-06-30

Filed2026-08-04

SPYG

SPDR SERIES TRUST

-5.48%

Shares1.9K

Event2026-06-30

Filed2026-08-04

BAM

BROOKFIELD ASSET MANAGMT LTD

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-04

GENERAL DYNAMICS CORP

-8.47%

Shares627

Event2026-06-30

Filed2026-08-04

IAC

PEOPLE INC.

-71.19%

Shares4.8K

Event2026-06-30

Filed2026-08-04

VXUS

VANGUARD STAR FDS

New

Shares2.6K

Event2026-06-30

Filed2026-08-04

AUB

ATLANTIC UN BANKSHARES CORP

New

Shares5.2K

Event2026-06-30

Filed2026-08-04

TDY

TELEDYNE TECHNOLOGIES INC

New

Shares324

Event2026-06-30

Filed2026-08-04

NYT

NEW YORK TIMES CO MTN BE

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-04

JBGS

JBG SMITH PPTYS

-0.68%

Shares14.5K

Event2026-06-30

Filed2026-08-04

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares700

Event2026-06-30

Filed2026-08-04

CLF

CLEVELAND-CLIFFS INC NEW

0.00%

Shares22.1K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

New

Shares2.4K

Event2026-06-30

Filed2026-08-04

BCPC

BALCHEM CORP

-4.00%

Shares1.2K

Event2026-06-30

Filed2026-08-04

HLIT

HARMONIC INC

0.00%

Shares11.8K

Event2026-06-30

Filed2026-08-04

CYRX

CRYOPORT INC

-19.43%

Shares10.4K

Event2026-06-30

Filed2026-08-04

ASUR

ASURE SOFTWARE INC

0.00%

Shares19.8K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available