The Analysis of HM PAYSON & CO's Holdings & P&L


Currently, HM PAYSON & CO holds 1124 types of securities in its portfolio with a total value $6.9B. In the most recent quarter, they have increased their positions in DGRO (+1.8M shares, valued at $124.8M), VEA (+1.8M shares, valued at $114.1M), LDRT (+1.3M shares, valued at $32.9M); decreased their positions in V (-201.6K shares, valued at $60.9M), N/A (-278.1K shares, valued at $59.4M), N/A (-106.2K shares, valued at $32.9M); initiated new positions in GOVT (+768.2K shares, valued at $17.6M), N/A (+24.0K shares, valued at $4.7M), USHY (+58.7K shares, valued at $2.2M).


1M P&L
+125.6M+2.15%
3M P&L
+128.1M+2.19%
HY P&L
+278.1M+4.89%

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/A1.4B
25.4%
2Consumer Electronics429.6M
7.7%
3Software - Infrastructure397.6M
7.1%

Top Industries by Stock Count

1N/A269 stocks
25.9%
2Software - Application32 stocks
3.1%
3Utilities - Regulated Electric27 stocks
2.6%
Stock Holdings
AAPL
APPLE INC
-4.06%
Shares1.7M
Event2026-03-31
Filed2026-04-13
MSFT
MICROSOFT CORP
2.76%
Shares951.3K
Event2026-03-31
Filed2026-04-13
BROADCOM INC
BROADCOM INC
-8.64%
Shares1.1M
Event2026-03-31
Filed2026-04-13
ALPHABET INC
ALPHABET INC
-4.32%
Shares1.1M
Event2026-03-31
Filed2026-04-13
NVDA
NVIDIA CORPORATION
-1.49%
Shares1.7M
Event2026-03-31
Filed2026-04-13
AMZN
AMAZON COM INC
-1.36%
Shares913.8K
Event2026-03-31
Filed2026-04-13
LAM RESEARCH CORP
LAM RESEARCH CORP
-24.80%
Shares843.3K
Event2026-03-31
Filed2026-04-13
IBTH
ISHARES TR
-9.05%
Shares6.8M
Event2026-03-31
Filed2026-04-13
JPM
JPMORGAN CHASE & CO
2.85%
Shares481.8K
Event2026-03-31
Filed2026-04-13
DGRO
ISHARES TR
955.21%
Shares2.0M
Event2026-03-31
Filed2026-04-13
IBTG
ISHARES TR
-9.92%
Shares5.9M
Event2026-03-31
Filed2026-04-13
ABBV
ABBVIE INC
1.49%
Shares601.7K
Event2026-03-31
Filed2026-04-13
VEA
VANGUARD TAX-MANAGED FDS
688.73%
Shares2.0M
Event2026-03-31
Filed2026-04-13
LHX
L3HARRIS TECHNOLOGIES INC
-9.62%
Shares374.1K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
ALPHABET INC
-5.13%
Shares426.2K
Event2026-03-31
Filed2026-04-13
AME
AMETEK INC
-2.35%
Shares554.0K
Event2026-03-31
Filed2026-04-13
ASML
ASML HLDG NV
-10.36%
Shares87.1K
Event2026-03-31
Filed2026-04-13
MA
MASTERCARD INCORPORATED
-11.76%
Shares210.0K
Event2026-03-31
Filed2026-04-13
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-1.69%
Shares213.2K
Event2026-03-31
Filed2026-04-13
IBDR
ISHARES TR
-2.16%
Shares4.2M
Event2026-03-31
Filed2026-04-13
META
META PLATFORMS INC
10.53%
Shares175.7K
Event2026-03-31
Filed2026-04-13
IBDS
ISHARES TR
-2.47%
Shares4.1M
Event2026-03-31
Filed2026-04-13
TMO
THERMO FISHER SCIENTIFIC INC
-13.20%
Shares184.7K
Event2026-03-31
Filed2026-04-13
TJX
TJX COS INC NEW
18.97%
Shares564.2K
Event2026-03-31
Filed2026-04-13
JNJ
JOHNSON & JOHNSON
0.67%
Shares355.7K
Event2026-03-31
Filed2026-04-13
HD
HOME DEPOT INC
2.92%
Shares247.0K
Event2026-03-31
Filed2026-04-13
CAT
CATERPILLAR INC
-12.20%
Shares109.3K
Event2026-03-31
Filed2026-04-13
IBDT
ISHARES TR
28.39%
Shares2.9M
Event2026-03-31
Filed2026-04-13
IBDU
ISHARES TR
30.76%
Shares2.8M
Event2026-03-31
Filed2026-04-13
AZO
AUTOZONE INC
-15.56%
Shares19.2K
Event2026-03-31
Filed2026-04-13
MPC
MARATHON PETE CORP
-19.07%
Shares245.2K
Event2026-03-31
Filed2026-04-13
MCD
MCDONALDS CORP
-3.61%
Shares191.3K
Event2026-03-31
Filed2026-04-13
AMGN
AMGEN INC
6.24%
Shares164.6K
Event2026-03-31
Filed2026-04-13
V
VISA INC
-51.39%
Shares190.8K
Event2026-03-31
Filed2026-04-13
SPGI
S&P GLOBAL INC
4.23%
Shares129.5K
Event2026-03-31
Filed2026-04-13
IBDV
ISHARES TR
48.49%
Shares2.5M
Event2026-03-31
Filed2026-04-13
DHR
DANAHER CORP DEL
19.04%
Shares280.2K
Event2026-03-31
Filed2026-04-13
HUBBELL INC
HUBBELL INC
-28.36%
Shares107.0K
Event2026-03-31
Filed2026-04-13
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-6.43%
Shares262.4K
Event2026-03-31
Filed2026-04-13
NVT
NVENT ELEC PLC
-23.54%
Shares435.8K
Event2026-03-31
Filed2026-04-13
LLY
ELI LILLY & CO
20.80%
Shares56.0K
Event2026-03-31
Filed2026-04-13
SPYM
SPDR SERIES TRUST
-7.13%
Shares661.2K
Event2026-03-31
Filed2026-04-13
LDRC
ISHARES TR
55.86%
Shares1.9M
Event2026-03-31
Filed2026-04-13
XOM
EXXON MOBIL CORP
-15.94%
Shares284.9K
Event2026-03-31
Filed2026-04-13
CVX
CHEVRON CORPORATION
23.36%
Shares222.8K
Event2026-03-31
Filed2026-04-13
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-0.33%
Shares127.3K
Event2026-03-31
Filed2026-04-13
AON PLC
AON PLC
-2.18%
Shares122.2K
Event2026-03-31
Filed2026-04-13
LDRT
ISHARES TR
521.74%
Shares1.6M
Event2026-03-31
Filed2026-04-13
LOW
LOWES COS INC
4.28%
Shares163.7K
Event2026-03-31
Filed2026-04-13
ABT
ABBOTT LABORATORIES
-1.80%
Shares370.3K
Event2026-03-31
Filed2026-04-13
RTX
RTX CORPORATION
1.06%
Shares186.7K
Event2026-03-31
Filed2026-04-13
SPY
STATE STR SPDR S&P 500 ETF T
11.29%
Shares55.1K
Event2026-03-31
Filed2026-04-13
ORCL
ORACLE CORP
-3.22%
Shares239.4K
Event2026-03-31
Filed2026-04-13
CMI
CUMMINS INC
-0.49%
Shares60.0K
Event2026-03-31
Filed2026-04-13
WMT
WALMART INC
-6.61%
Shares258.3K
Event2026-03-31
Filed2026-04-13
PG
PROCTER & GAMBLE CO
1.19%
Shares221.6K
Event2026-03-31
Filed2026-04-13
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-24.54%
Shares154.1K
Event2026-03-31
Filed2026-04-13
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares38
Event2026-03-31
Filed2026-04-13
PH
PARKER-HANNIFIN CORP
-5.31%
Shares26.8K
Event2026-03-31
Filed2026-04-13
AXP
AMERICAN EXPRESS CO
-0.30%
Shares78.6K
Event2026-03-31
Filed2026-04-13
IBTI
ISHARES TR
69.29%
Shares1.0M
Event2026-03-31
Filed2026-04-13
CSL
CARLISLE COS INC
-11.13%
Shares69.9K
Event2026-03-31
Filed2026-04-13
HON
HONEYWELL INTL INC
-13.97%
Shares102.6K
Event2026-03-31
Filed2026-04-13
MERCK & CO INC
MERCK & CO INC
1.21%
Shares189.7K
Event2026-03-31
Filed2026-04-13
SUSA
ISHARES TR
-7.25%
Shares164.7K
Event2026-03-31
Filed2026-04-13
INTU
INTUIT
348.95%
Shares48.5K
Event2026-03-31
Filed2026-04-13
TYL
TYLER TECHNOLOGIES INC
-0.47%
Shares59.6K
Event2026-03-31
Filed2026-04-13
CRM
SALESFORCE INC
1938.78%
Shares102.0K
Event2026-03-31
Filed2026-04-13
DOV
DOVER CORP
-15.82%
Shares90.7K
Event2026-03-31
Filed2026-04-13
BAC
BANK AMERICA CORP
-4.51%
Shares379.4K
Event2026-03-31
Filed2026-04-13
DHI
D R HORTON INC
-3.65%
Shares134.2K
Event2026-03-31
Filed2026-04-13
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-8.25%
Shares53.7K
Event2026-03-31
Filed2026-04-13
IBM
INTERNATIONAL BUSINESS MACHS
-13.80%
Shares74.2K
Event2026-03-31
Filed2026-04-13
GOVT
ISHARES TR
New
Shares768.2K
Event2026-03-31
Filed2026-04-13
MSCI
MSCI INC
68.95%
Shares32.6K
Event2026-03-31
Filed2026-04-13
DE
DEERE & CO
-10.89%
Shares30.6K
Event2026-03-31
Filed2026-04-13
PEP
PEPSICO INC
-1.25%
Shares110.2K
Event2026-03-31
Filed2026-04-13
CSCO
CISCO SYS INC
4.75%
Shares218.1K
Event2026-03-31
Filed2026-04-13
IBTJ
ISHARES TR
90.65%
Shares771.5K
Event2026-03-31
Filed2026-04-13
AFL
AFLAC INC
-0.39%
Shares142.3K
Event2026-03-31
Filed2026-04-13
IBTK
ISHARES TR
153.61%
Shares702.8K
Event2026-03-31
Filed2026-04-13
TXN
TEXAS INSTRS INC
-1.30%
Shares69.9K
Event2026-03-31
Filed2026-04-13
CSX
CSX CORP
-0.15%
Shares323.7K
Event2026-03-31
Filed2026-04-13
PFE
PFIZER INC
1.10%
Shares465.0K
Event2026-03-31
Filed2026-04-13
EATON CORP PLC
EATON CORP PLC
48.64%
Shares35.5K
Event2026-03-31
Filed2026-04-13
IDXX
IDEXX LABS INC
2.83%
Shares22.4K
Event2026-03-31
Filed2026-04-13
CDW
CDW CORP
-31.26%
Shares99.9K
Event2026-03-31
Filed2026-04-13
VIG
VANGUARD SPECIALIZED FUNDS
-37.55%
Shares51.6K
Event2026-03-31
Filed2026-04-13
VGSH
VANGUARD SCOTTSDALE FDS
3.49%
Shares176.2K
Event2026-03-31
Filed2026-04-13
ADP
AUTOMATIC DATA PROCESSING IN
-0.22%
Shares41.6K
Event2026-03-31
Filed2026-04-13
NFLX
NETFLIX INC.
251.81%
Shares87.4K
Event2026-03-31
Filed2026-04-13
APH
AMPHENOL CORP
748.90%
Shares65.9K
Event2026-03-31
Filed2026-04-13
PM
PHILIP MORRIS INTL INC
-2.50%
Shares50.2K
Event2026-03-31
Filed2026-04-13
VWO
VANGUARD INTL EQUITY INDEX F
65.93%
Shares144.7K
Event2026-03-31
Filed2026-04-13
VTI
VANGUARD INDEX FDS
0.07%
Shares23.9K
Event2026-03-31
Filed2026-04-13
GE AEROSPACE
GE AEROSPACE
5.58%
Shares26.1K
Event2026-03-31
Filed2026-04-13
KO
COCA COLA CO
-2.48%
Shares92.2K
Event2026-03-31
Filed2026-04-13
SPIB
SPDR SERIES TRUST
0.01%
Shares207.2K
Event2026-03-31
Filed2026-04-13
BMY
BRISTOL-MYERS SQUIBB CO
4.14%
Shares113.9K
Event2026-03-31
Filed2026-04-13
PSX
PHILLIPS 66
-10.77%
Shares37.6K
Event2026-03-31
Filed2026-04-13
BDX
BECTON DICKINSON & CO
-4.84%
Shares42.1K
Event2026-03-31
Filed2026-04-13
WFC
WELLS FARGO & CO
-63.14%
Shares80.3K
Event2026-03-31
Filed2026-04-13
ITW
ILLINOIS TOOL WKS INC
-0.31%
Shares23.6K
Event2026-03-31
Filed2026-04-13
IJR
ISHARES TR
12.96%
Shares49.4K
Event2026-03-31
Filed2026-04-13
SGOV
ISHARES TR
38.37%
Shares59.4K
Event2026-03-31
Filed2026-04-13
TRV
TRAVELERS COMPANIES INC
-0.75%
Shares20.4K
Event2026-03-31
Filed2026-04-13
SHW
SHERWIN WILLIAMS CO
-0.19%
Shares18.2K
Event2026-03-31
Filed2026-04-13
AMT
AMERICAN TOWER CORP
-0.37%
Shares33.6K
Event2026-03-31
Filed2026-04-13
GEV
GE VERNOVA INC
4.88%
Shares6.6K
Event2026-03-31
Filed2026-04-13
NEE
NEXTERA ENERGY INC
-0.79%
Shares61.4K
Event2026-03-31
Filed2026-04-13
APD
AIR PRODUCTS AND CHEMICALS I
0.00%
Shares19.6K
Event2026-03-31
Filed2026-04-13
IVV
ISHARES TR
7.81%
Shares8.6K
Event2026-03-31
Filed2026-04-13
STT
STATE STR CORP
114.97%
Shares44.0K
Event2026-03-31
Filed2026-04-13
CL
COLGATE PALMOLIVE CO
-2.60%
Shares62.4K
Event2026-03-31
Filed2026-04-13
MDLZ
MONDELEZ INTL INC
-2.36%
Shares89.0K
Event2026-03-31
Filed2026-04-13
VCSH
VANGUARD SCOTTSDALE FDS
1.97%
Shares64.3K
Event2026-03-31
Filed2026-04-13
IGIB
ISHARES TR
0.00%
Shares94.5K
Event2026-03-31
Filed2026-04-13
EMR
EMERSON ELEC CO
1.30%
Shares38.1K
Event2026-03-31
Filed2026-04-13
MMM
3M CO
-4.23%
Shares33.9K
Event2026-03-31
Filed2026-04-13
CARR
CARRIER GLOBAL CORPORATION
2.45%
Shares84.3K
Event2026-03-31
Filed2026-04-13
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares24.0K
Event2026-03-31
Filed2026-04-13
WTRG
ESSENTIAL UTILS INC
-1.22%
Shares115.2K
Event2026-03-31
Filed2026-04-13
BLACKSTONE INC
BLACKSTONE INC
0.28%
Shares39.7K
Event2026-03-31
Filed2026-04-13
COP
CONOCOPHILLIPS
-6.05%
Shares34.4K
Event2026-03-31
Filed2026-04-13
LMT
LOCKHEED MARTIN CORP
-10.95%
Shares7.4K
Event2026-03-31
Filed2026-04-13
BILS
SPDR SERIES TRUST
0.34%
Shares44.1K
Event2026-03-31
Filed2026-04-13
PANW
PALO ALTO NETWORKS INC
139.76%
Shares26.9K
Event2026-03-31
Filed2026-04-13
WEX
WEX INC
-3.49%
Shares27.7K
Event2026-03-31
Filed2026-04-13
SPSB
SPDR SERIES TRUST
-0.96%
Shares139.1K
Event2026-03-31
Filed2026-04-13
XLK
SELECT SECTOR SPDR TR
581.04%
Shares31.2K
Event2026-03-31
Filed2026-04-13
IGSB
ISHARES TR
0.80%
Shares77.3K
Event2026-03-31
Filed2026-04-13
UNP
UNION PAC CORP
-6.09%
Shares16.7K
Event2026-03-31
Filed2026-04-13
OTIS
OTIS WORLDWIDE CORP
-7.22%
Shares52.2K
Event2026-03-31
Filed2026-04-13
SYK
STRYKER CORPORATION
-2.04%
Shares12.2K
Event2026-03-31
Filed2026-04-13
OEF
ISHARES TR
0.00%
Shares12.3K
Event2026-03-31
Filed2026-04-13
TT
TRANE TECHNOLOGIES PLC
-1.55%
Shares9.1K
Event2026-03-31
Filed2026-04-13
IJH
ISHARES TR
-4.27%
Shares54.7K
Event2026-03-31
Filed2026-04-13
IWP
ISHARES TR
0.37%
Shares28.6K
Event2026-03-31
Filed2026-04-13
ISRG
INTUITIVE SURGICAL INC
19.38%
Shares7.8K
Event2026-03-31
Filed2026-04-13
BNDX
VANGUARD CHARLOTTE FDS
0.00%
Shares66.6K
Event2026-03-31
Filed2026-04-13
MO
ALTRIA GROUP INC
4.65%
Shares48.4K
Event2026-03-31
Filed2026-04-13
AMAT
APPLIED MATLS INC
-12.62%
Shares9.0K
Event2026-03-31
Filed2026-04-13
ALL
ALLSTATE CORP
67.01%
Shares14.8K
Event2026-03-31
Filed2026-04-13
WAT
WATERS CORP
123.58%
Shares10.1K
Event2026-03-31
Filed2026-04-13
COST
COSTCO WHOLESALE CORPORATION
2.23%
Shares3.0K
Event2026-03-31
Filed2026-04-13
NKE
NIKE INC
2.90%
Shares56.3K
Event2026-03-31
Filed2026-04-13
NOC
NORTHROP GRUMMAN CORP
19.21%
Shares4.1K
Event2026-03-31
Filed2026-04-13
MCK
MCKESSON CORP
-9.15%
Shares2.9K
Event2026-03-31
Filed2026-04-13
CB
CHUBB LTD SWITZ
-2.63%
Shares7.7K
Event2026-03-31
Filed2026-04-13
GLD
SPDR GOLD TR
13.48%
Shares5.8K
Event2026-03-31
Filed2026-04-13
KMB
KIMBERLY-CLARK CORP
2.33%
Shares25.7K
Event2026-03-31
Filed2026-04-13
NSC
NORFOLK SOUTHN CORP
-0.64%
Shares8.4K
Event2026-03-31
Filed2026-04-13
XYL
XYLEM INC
-0.13%
Shares19.5K
Event2026-03-31
Filed2026-04-13
INTC
INTEL CORP
3.31%
Shares51.8K
Event2026-03-31
Filed2026-04-13
IWM
ISHARES TR
1.09%
Shares9.1K
Event2026-03-31
Filed2026-04-13
LPLA
LPL FINL HLDGS INC
-2.32%
Shares7.4K
Event2026-03-31
Filed2026-04-13
USHY
ISHARES TR
New
Shares58.7K
Event2026-03-31
Filed2026-04-13
DIS
DISNEY WALT CO
12.76%
Shares22.2K
Event2026-03-31
Filed2026-04-13
DRI
DARDEN RESTAURANTS INC
-1.15%
Shares10.7K
Event2026-03-31
Filed2026-04-13
DGX
QUEST DIAGNOSTICS INC
-6.04%
Shares10.6K
Event2026-03-31
Filed2026-04-13
TSLA
TESLA INC
0.50%
Shares5.5K
Event2026-03-31
Filed2026-04-13
IVW
ISHARES TR
0.45%
Shares17.9K
Event2026-03-31
Filed2026-04-13
COF
CAPITAL ONE FINL CORP
-2.28%
Shares10.9K
Event2026-03-31
Filed2026-04-13
NVS
NOVARTIS AG
-1.71%
Shares12.8K
Event2026-03-31
Filed2026-04-13
SJM
SMUCKER J M CO
165.03%
Shares20.0K
Event2026-03-31
Filed2026-04-13
INVESCO QQQ TR
INVESCO QQQ TR
1.18%
Shares3.2K
Event2026-03-31
Filed2026-04-13
VEU
VANGUARD INTL EQUITY INDEX F
-5.49%
Shares23.9K
Event2026-03-31
Filed2026-04-13
QDF
FLEXSHARES TR
0.00%
Shares22.2K
Event2026-03-31
Filed2026-04-13
CVS
CVS HEALTH CORP
15.53%
Shares24.4K
Event2026-03-31
Filed2026-04-13
IEFA
ISHARES TR
25.31%
Shares19.3K
Event2026-03-31
Filed2026-04-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
2.66%
Shares2.9K
Event2026-03-31
Filed2026-04-13
HAS
HASBRO INC
-32.38%
Shares18.1K
Event2026-03-31
Filed2026-04-13
SPHQ
INVESCO EXCHANGE TRADED FD T
1.76%
Shares22.1K
Event2026-03-31
Filed2026-04-13
JAAA
JANUS DETROIT STR TR
-1.51%
Shares32.3K
Event2026-03-31
Filed2026-04-13
SCHW
SCHWAB CHARLES CORP
-0.57%
Shares17.2K
Event2026-03-31
Filed2026-04-13
SXI
STANDEX INTL CORP
0.00%
Shares6.3K
Event2026-03-31
Filed2026-04-13
SPSM
SPDR SERIES TRUST
-2.39%
Shares33.3K
Event2026-03-31
Filed2026-04-13
NUSC
NUSHARES ETF TR
561.16%
Shares35.4K
Event2026-03-31
Filed2026-04-13
CCNE
CNB FINL CORP PA
0.00%
Shares54.7K
Event2026-03-31
Filed2026-04-13
MS
MORGAN STANLEY
17.47%
Shares9.5K
Event2026-03-31
Filed2026-04-13
CHD
CHURCH & DWIGHT CO INC
0.00%
Shares16.6K
Event2026-03-31
Filed2026-04-13
VYM
VANGUARD WHITEHALL FDS
5.95%
Shares10.4K
Event2026-03-31
Filed2026-04-13
AMP
AMERIPRISE FINL INC
24.92%
Shares3.4K
Event2026-03-31
Filed2026-04-13
CLOA
BLACKROCK ETF TRUST II
New
Shares29.1K
Event2026-03-31
Filed2026-04-13
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
8.27%
Shares12.8K
Event2026-03-31
Filed2026-04-13
CWST
CASELLA WASTE SYS INC
-5.08%
Shares18.5K
Event2026-03-31
Filed2026-04-13
DEHP
DIMENSIONAL ETF TRUST
27.32%
Shares43.2K
Event2026-03-31
Filed2026-04-13
ECL
ECOLAB INC
5.57%
Shares5.5K
Event2026-03-31
Filed2026-04-13
MCO
MOODYS CORP
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-13
WM
WASTE MGMT INC DEL
-10.02%
Shares6.3K
Event2026-03-31
Filed2026-04-13
DVY
ISHARES TR
0.34%
Shares9.5K
Event2026-03-31
Filed2026-04-13
BA
BOEING CO
16.77%
Shares7.1K
Event2026-03-31
Filed2026-04-13
EPD
ENTERPRISE PRODS PARTNERS L
0.64%
Shares37.4K
Event2026-03-31
Filed2026-04-13
MEDTRONIC PLC
MEDTRONIC PLC
-2.16%
Shares16.3K
Event2026-03-31
Filed2026-04-13
CEG
CONSTELLATION ENERGY CORP
1885.32%
Shares5.0K
Event2026-03-31
Filed2026-04-13
VZ
VERIZON COMMUNICATIONS INC
9.26%
Shares27.7K
Event2026-03-31
Filed2026-04-13
LINDE PLC
LINDE PLC
3.93%
Shares2.8K
Event2026-03-31
Filed2026-04-13
AEP
AMERICAN ELEC PWR CO INC
0.03%
Shares10.4K
Event2026-03-31
Filed2026-04-13
VO
VANGUARD INDEX FDS
0.11%
Shares4.7K
Event2026-03-31
Filed2026-04-13
ROK
ROCKWELL AUTOMATION INC
113.77%
Shares3.8K
Event2026-03-31
Filed2026-04-13
FANG
DIAMONDBACK ENERGY INC
-3.81%
Shares6.8K
Event2026-03-31
Filed2026-04-13
BLACKROCK INC
BLACKROCK INC
-3.84%
Shares1.4K
Event2026-03-31
Filed2026-04-13
ED
CONSOLIDATED EDISON INC
4.02%
Shares11.6K
Event2026-03-31
Filed2026-04-13
VIOO
VANGUARD ADMIRAL FDS INC
0.00%
Shares11.2K
Event2026-03-31
Filed2026-04-13
IRM
IRON MTN INC DEL
0.00%
Shares12.5K
Event2026-03-31
Filed2026-04-13
PPG
PPG INDS INC
0.00%
Shares11.9K
Event2026-03-31
Filed2026-04-13
ADI
ANALOG DEVICES INC
-0.28%
Shares3.9K
Event2026-03-31
Filed2026-04-13
NXPI
NXP SEMICONDUCTORS N V
-6.08%
Shares6.2K
Event2026-03-31
Filed2026-04-13
WRB
BERKLEY W R CORP
0.00%
Shares18.1K
Event2026-03-31
Filed2026-04-13
UNH
UNITEDHEALTH GROUP INC
-4.42%
Shares4.4K
Event2026-03-31
Filed2026-04-13
D
DOMINION ENERGY INC
-0.31%
Shares19.1K
Event2026-03-31
Filed2026-04-13
TD
TORONTO DOMINION BK ONT
0.00%
Shares12.6K
Event2026-03-31
Filed2026-04-13
CAC
CAMDEN NATL CORP
-4.71%
Shares24.3K
Event2026-03-31
Filed2026-04-13
SHEL
SHELL PLC
-13.10%
Shares12.0K
Event2026-03-31
Filed2026-04-13
DEO
DIAGEO PLC
-45.59%
Shares14.8K
Event2026-03-31
Filed2026-04-13
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
47.51%
Shares5.2K
Event2026-03-31
Filed2026-04-13
HGER
HARBOR ETF TRUST
-13.52%
Shares34.6K
Event2026-03-31
Filed2026-04-13
TGT
TARGET CORP
-2.84%
Shares8.8K
Event2026-03-31
Filed2026-04-13
IWB
ISHARES TR
30.81%
Shares3.0K
Event2026-03-31
Filed2026-04-13
SDCI
USCF ETF TR
-13.36%
Shares38.8K
Event2026-03-31
Filed2026-04-13
CMCSA
COMCAST CORP NEW
2.43%
Shares36.7K
Event2026-03-31
Filed2026-04-13
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-2.44%
Shares8.0K
Event2026-03-31
Filed2026-04-13
GILD
GILEAD SCIENCES INC
5.33%
Shares7.4K
Event2026-03-31
Filed2026-04-13
GEHC
GE HEALTHCARE TECHNOLOGIES I
2.48%
Shares14.4K
Event2026-03-31
Filed2026-04-13
SYY
SYSCO CORP
-3.05%
Shares14.3K
Event2026-03-31
Filed2026-04-13
EMN
EASTMAN CHEM CO
0.00%
Shares13.2K
Event2026-03-31
Filed2026-04-13
T
AT&T INC
-17.55%
Shares34.0K
Event2026-03-31
Filed2026-04-13
BK
BANK NEW YORK MELLON CORP
-4.21%
Shares8.3K
Event2026-03-31
Filed2026-04-13
PII
POLARIS INC
-0.99%
Shares18.0K
Event2026-03-31
Filed2026-04-13
FI
FISERV INC
-1.70%
Shares17.3K
Event2026-03-31
Filed2026-04-13
SO
SOUTHERN CO
-7.28%
Shares9.9K
Event2026-03-31
Filed2026-04-13
UNILEVER PLC
UNILEVER PLC
2.26%
Shares16.7K
Event2026-03-31
Filed2026-04-13
SBUX
STARBUCKS CORP
102.13%
Shares10.5K
Event2026-03-31
Filed2026-04-13
THE CIGNA GROUP
THE CIGNA GROUP
-1.81%
Shares3.5K
Event2026-03-31
Filed2026-04-13
VRTX
VERTEX PHARMACEUTICALS INC
-2.43%
Shares2.1K
Event2026-03-31
Filed2026-04-13
CENCORA INC
CENCORA INC
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-13
MAR
MARRIOTT INTL INC NEW
-6.00%
Shares2.8K
Event2026-03-31
Filed2026-04-13
CWAN
CLEARWATER ANALYTICS HLDGS I
0.00%
Shares37.5K
Event2026-03-31
Filed2026-04-13
NOV
NOV INC
0.00%
Shares47.0K
Event2026-03-31
Filed2026-04-13
PHM
PULTE GROUP INC
0.00%
Shares7.4K
Event2026-03-31
Filed2026-04-13
SLB
SLB LIMITED
-19.52%
Shares16.7K
Event2026-03-31
Filed2026-04-13
VLO
VALERO ENERGY CORP
-13.33%
Shares3.4K
Event2026-03-31
Filed2026-04-13
GIS
GENERAL MILLS INC
-0.22%
Shares22.3K
Event2026-03-31
Filed2026-04-13
JCI
JOHNSON CONTROLS INTERNATION
60.95%
Shares6.3K
Event2026-03-31
Filed2026-04-13
HSY
HERSHEY CO
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-13
AMD
ADVANCED MICRO DEVICES INC
2.85%
Shares4.0K
Event2026-03-31
Filed2026-04-13
QCOM
QUALCOMM INC
6.27%
Shares6.4K
Event2026-03-31
Filed2026-04-13
NYF
ISHARES TR
0.00%
Shares15.4K
Event2026-03-31
Filed2026-04-13
MMC
MARSH & MCLENNAN COS INC
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-13
ETR
ENTERGY CORP NEW
0.00%
Shares7.3K
Event2026-03-31
Filed2026-04-13
UNM
UNUM GROUP
-3.13%
Shares11.0K
Event2026-03-31
Filed2026-04-13
ROP
ROPER TECHNOLOGIES INC
-0.22%
Shares2.3K
Event2026-03-31
Filed2026-04-13
TFX
TELEFLEX INCORPORATED
0.00%
Shares6.6K
Event2026-03-31
Filed2026-04-13
TFC
TRUIST FINL CORP
-0.41%
Shares17.1K
Event2026-03-31
Filed2026-04-13
HWM
HOWMET AEROSPACE INC
139.16%
Shares3.3K
Event2026-03-31
Filed2026-04-13
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
NUEM
NUSHARES ETF TR
189.54%
Shares20.2K
Event2026-03-31
Filed2026-04-13
DFAS
DIMENSIONAL ETF TRUST
-3.96%
Shares10.4K
Event2026-03-31
Filed2026-04-13
PHO
INVESCO EXCHANGE TRADED FD T
-5.76%
Shares10.9K
Event2026-03-31
Filed2026-04-13
ALB
ALBEMARLE CORP
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-13
MU
MICRON TECHNOLOGY INC
-17.92%
Shares2.1K
Event2026-03-31
Filed2026-04-13
IBHF
ISHARES TR
-1.39%
Shares30.2K
Event2026-03-31
Filed2026-04-13
WIT
WIPRO LTD
0.00%
Shares325.4K
Event2026-03-31
Filed2026-04-13
RSG
REPUBLIC SVCS INC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-13
BP
BP PLC
0.00%
Shares14.0K
Event2026-03-31
Filed2026-04-13
VV
VANGUARD INDEX FDS
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-13
VBK
VANGUARD INDEX FDS
167.70%
Shares2.2K
Event2026-03-31
Filed2026-04-13
JEPI
J P MORGAN EXCHANGE TRADED F
28.66%
Shares11.5K
Event2026-03-31
Filed2026-04-13
PAYX
PAYCHEX INC
-6.03%
Shares7.0K
Event2026-03-31
Filed2026-04-13
ADBE
ADOBE INC
-10.05%
Shares2.7K
Event2026-03-31
Filed2026-04-13
IWO
ISHARES TR
-2.44%
Shares2.0K
Event2026-03-31
Filed2026-04-13
ENB
ENBRIDGE INC
-8.48%
Shares11.2K
Event2026-03-31
Filed2026-04-13
IBDW
ISHARES TR
New
Shares28.9K
Event2026-03-31
Filed2026-04-13
ET
ENERGY TRANSFER L P
15.32%
Shares31.0K
Event2026-03-31
Filed2026-04-13
AIG
AMERICAN INTL GROUP INC
35.33%
Shares7.9K
Event2026-03-31
Filed2026-04-13
LH
LABCORP HOLDINGS INC
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-13
CME
CME GROUP INC
-26.77%
Shares2.0K
Event2026-03-31
Filed2026-04-13
EME
EMCOR GROUP INC
-15.91%
Shares793
Event2026-03-31
Filed2026-04-13
GLW
CORNING INC
-16.95%
Shares4.3K
Event2026-03-31
Filed2026-04-13
VRT
VERTIV HOLDINGS CO
-4.99%
Shares2.3K
Event2026-03-31
Filed2026-04-13
WTS
WATTS WATER TECHNOLOGIES INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-13
ZTS
ZOETIS INC
-15.15%
Shares4.9K
Event2026-03-31
Filed2026-04-13
IWV
ISHARES TR
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-13
SLV
ISHARES SILVER TR
11.96%
Shares8.4K
Event2026-03-31
Filed2026-04-13
FDX
FEDEX CORP
0.38%
Shares1.6K
Event2026-03-31
Filed2026-04-13
UBER
UBER TECHNOLOGIES INC
73.09%
Shares7.9K
Event2026-03-31
Filed2026-04-13
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-1.79%
Shares4.5K
Event2026-03-31
Filed2026-04-13
CNI
CANADIAN NATL RY CO
0.00%
Shares5.3K
Event2026-03-31
Filed2026-04-13
MTD
METTLER TOLEDO INTERNATIONAL
-17.94%
Shares430
Event2026-03-31
Filed2026-04-13
CTVA
CORTEVA INC
21.04%
Shares6.5K
Event2026-03-31
Filed2026-04-13
IR
INGERSOLL RAND INC
-2.89%
Shares6.7K
Event2026-03-31
Filed2026-04-13
PLD
PROLOGIS INC.
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-13
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares6.6K
Event2026-03-31
Filed2026-04-13
USB
US BANCORP
26.44%
Shares10.2K
Event2026-03-31
Filed2026-04-13
GLDM
WORLD GOLD TR
4.97%
Shares5.5K
Event2026-03-31
Filed2026-04-13
TROW
PRICE T ROWE GROUP INC
9333.33%
Shares5.7K
Event2026-03-31
Filed2026-04-13
DSI
ISHARES TR
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-13
HP INC
HP INC
-20.45%
Shares26.4K
Event2026-03-31
Filed2026-04-13
CTAS
CINTAS CORP
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-13
WMB
WILLIAMS COS INC
0.00%
Shares6.7K
Event2026-03-31
Filed2026-04-13
UPS
UNITED PARCEL SVCS INC
-8.18%
Shares4.9K
Event2026-03-31
Filed2026-04-13
PNC
PNC FINL SVCS GROUP INC
-7.69%
Shares2.3K
Event2026-03-31
Filed2026-04-13
CW
CURTISS WRIGHT CORP
9.43%
Shares696
Event2026-03-31
Filed2026-04-13
NUE
NUCOR CORP
-17.33%
Shares2.8K
Event2026-03-31
Filed2026-04-13
EEM
ISHARES TR
-2.62%
Shares8.2K
Event2026-03-31
Filed2026-04-13
EFA
ISHARES TR
-25.72%
Shares4.8K
Event2026-03-31
Filed2026-04-13
AMCOR PLC
AMCOR PLC
New
Shares11.7K
Event2026-03-31
Filed2026-04-13
XLF
SELECT SECTOR SPDR TR
0.00%
Shares9.3K
Event2026-03-31
Filed2026-04-13
MUB
ISHARES TR
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-13
BSX
BOSTON SCIENTIFIC CORP
5.48%
Shares7.3K
Event2026-03-31
Filed2026-04-13
VB
VANGUARD INDEX FDS
-3.85%
Shares1.7K
Event2026-03-31
Filed2026-04-13
PSTG
EVERPURE INC
0.00%
Shares7.5K
Event2026-03-31
Filed2026-04-13
DELL
DELL TECHNOLOGIES INC
-15.35%
Shares2.6K
Event2026-03-31
Filed2026-04-13
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
New
Shares3.7K
Event2026-03-31
Filed2026-04-13
FYX
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-13
MSI
MOTOROLA SOLUTIONS INC
0.00%
Shares973
Event2026-03-31
Filed2026-04-13
ZBH
ZIMMER BIOMET HOLDINGS INC
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-13
NOW
SERVICENOW INC
17.05%
Shares4.0K
Event2026-03-31
Filed2026-04-13
FNLC
FIRST BANCORP INC ME
0.00%
Shares14.8K
Event2026-03-31
Filed2026-04-13
KR
KROGER CO
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-13
MDB
MONGODB INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-13
HIG
HARTFORD INSURANCE GROUP INC
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-13
AEM
AGNICO EAGLE MINES LTD
134.03%
Shares2.0K
Event2026-03-31
Filed2026-04-13
EXP
EAGLE MATLS INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-13
BND
VANGUARD BD INDEX FDS
-6.97%
Shares5.3K
Event2026-03-31
Filed2026-04-13
SNY
SANOFI SA
12.42%
Shares8.1K
Event2026-03-31
Filed2026-04-13
VUG
VANGUARD INDEX FDS
5.42%
Shares894
Event2026-03-31
Filed2026-04-13
GRMN
GARMIN LTD
-27.17%
Shares1.7K
Event2026-03-31
Filed2026-04-13
ALLE
ALLEGION PLC
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-13
PHYS
SPROTT ASSET MANAGEMENT LP
-10.28%
Shares10.9K
Event2026-03-31
Filed2026-04-13
L
LOEWS CORP
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-13
AWK
AMERICAN WTR WKS CO INC NEW
-5.06%
Shares2.8K
Event2026-03-31
Filed2026-04-13
AGX
ARGAN INC
16.81%
Shares695
Event2026-03-31
Filed2026-04-13
AJG
GALLAGHER ARTHUR J & CO
38.95%
Shares1.7K
Event2026-03-31
Filed2026-04-13
ROST
ROSS STORES INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-13
MET
METLIFE INC
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-13
NEM
NEWMONT CORP
-16.25%
Shares3.4K
Event2026-03-31
Filed2026-04-13
IWR
ISHARES TR
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-13
IEMG
ISHARES INC
3.11%
Shares5.2K
Event2026-03-31
Filed2026-04-13
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
-7.59%
Shares7.8K
Event2026-03-31
Filed2026-04-13
SCHD
SCHWAB STRATEGIC TR
68.71%
Shares11.6K
Event2026-03-31
Filed2026-04-13
SPDW
SPDR INDEX SHS FDS
0.00%
Shares7.8K
Event2026-03-31
Filed2026-04-13
PSLV
SPROTT ASSET MANAGEMENT LP
-18.47%
Shares14.3K
Event2026-03-31
Filed2026-04-13
WAB
WABTEC
2.71%
Shares1.4K
Event2026-03-31
Filed2026-04-13
AZTA
AZENTA INC
0.00%
Shares16.5K
Event2026-03-31
Filed2026-04-13
FTV
FORTIVE CORP
-3.62%
Shares6.3K
Event2026-03-31
Filed2026-04-13
CRWD
CROWDSTRIKE HLDGS INC
0.68%
Shares888
Event2026-03-31
Filed2026-04-13
BN
BROOKFIELD CORP
8.51%
Shares8.5K
Event2026-03-31
Filed2026-04-13
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares740
Event2026-03-31
Filed2026-04-13
WDAY
WORKDAY INC
0.04%
Shares2.6K
Event2026-03-31
Filed2026-04-13
IT
GARTNER INC
-19.17%
Shares2.1K
Event2026-03-31
Filed2026-04-13
PI
IMPINJ INC
New
Shares3.3K
Event2026-03-31
Filed2026-04-13
VHT
VANGUARD WORLD FD
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
CBT
CABOT CORP
New
Shares4.4K
Event2026-03-31
Filed2026-04-13
OKE
ONEOK INC NEW
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-13
SDY
SPDR SERIES TRUST
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-13
GNRC
GENERAC HLDGS INC
39.90%
Shares1.7K
Event2026-03-31
Filed2026-04-13
GS
GOLDMAN SACHS GROUP INC
-0.26%
Shares388
Event2026-03-31
Filed2026-04-13
HOLX
HOLOGIC INC
-48.40%
Shares4.3K
Event2026-03-31
Filed2026-04-13
GPC
GENUINE PARTS CO
-6.50%
Shares3.0K
Event2026-03-31
Filed2026-04-13
IWF
ISHARES TR
-1.69%
Shares755
Event2026-03-31
Filed2026-04-13
RPM
RPM INTL INC
-6.59%
Shares3.2K
Event2026-03-31
Filed2026-04-13
VNQ
VANGUARD INDEX FDS
0.51%
Shares3.6K
Event2026-03-31
Filed2026-04-13
VMC
VULCAN MATLS CO
-4.96%
Shares1.1K
Event2026-03-31
Filed2026-04-13
IQLT
ISHARES TR
0.00%
Shares6.6K
Event2026-03-31
Filed2026-04-13
IYW
ISHARES TR
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-13
TER
TERADYNE INC
17.04%
Shares996
Event2026-03-31
Filed2026-04-13
SNA
SNAP ON INC
0.00%
Shares812
Event2026-03-31
Filed2026-04-13
GGG
GRACO INC
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-13
PLTR
PALANTIR TECHNOLOGIES INC
140.82%
Shares2.0K
Event2026-03-31
Filed2026-04-13
TMUS
T-MOBILE US INC
-17.84%
Shares1.4K
Event2026-03-31
Filed2026-04-13
AGCO
AGCO CORP
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-13
MOS
MOSAIC CO
0.00%
Shares11.2K
Event2026-03-31
Filed2026-04-13
HRB
BLOCK H & R INC
678.26%
Shares8.9K
Event2026-03-31
Filed2026-04-13
IWD
ISHARES TR
-2.71%
Shares1.3K
Event2026-03-31
Filed2026-04-13
PEG
PUBLIC SVC ENTERPRISE GROUP
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-13
YUM
YUM BRANDS INC
2.25%
Shares1.8K
Event2026-03-31
Filed2026-04-13
SPTS
SPDR SERIES TRUST
-22.39%
Shares9.6K
Event2026-03-31
Filed2026-04-13
XEL
XCEL ENERGY INC
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-13
EBAY
EBAY INC.
-0.49%
Shares3.1K
Event2026-03-31
Filed2026-04-13
GWW
WW GRAINGER INC
0.00%
Shares250
Event2026-03-31
Filed2026-04-13
LNT
ALLIANT ENERGY CORP
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-13
CITIGROUP INC
CITIGROUP INC
-2.83%
Shares2.4K
Event2026-03-31
Filed2026-04-13
MGK
VANGUARD WORLD FD
4.69%
Shares736
Event2026-03-31
Filed2026-04-13
ACWX
ISHARES TR
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-13
GSK PLC
GSK PLC
10.97%
Shares4.9K
Event2026-03-31
Filed2026-04-13
PGR
PROGRESSIVE CORP
33.30%
Shares1.3K
Event2026-03-31
Filed2026-04-13
IRMD
IRADIMED CORP
0.67%
Shares2.7K
Event2026-03-31
Filed2026-04-13
VCTR
VICTORY CAP HLDGS INC DEL
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-13
FEX
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-13
WWD
WOODWARD INC
0.00%
Shares722
Event2026-03-31
Filed2026-04-13
VLTO
VERALTO CORP
-8.30%
Shares2.9K
Event2026-03-31
Filed2026-04-13
DFAE
DIMENSIONAL ETF TRUST
0.00%
Shares7.6K
Event2026-03-31
Filed2026-04-13
TDY
TELEDYNE TECHNOLOGIES INC
0.00%
Shares418
Event2026-03-31
Filed2026-04-13
IVE
ISHARES TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
ICE
INTERCONTINENTAL EXCHANGE IN
407.96%
Shares1.6K
Event2026-03-31
Filed2026-04-13
BCPC
BALCHEM CORP
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-13
SXT
SENSIENT TECHNOLOGIES CORP
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-13
MTB
M & T BK CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
EGP
EASTGROUP PPTYS INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-13
HPE
HEWLETT PACKARD ENTERPRISE C
2.03%
Shares10.1K
Event2026-03-31
Filed2026-04-13
KBE
SPDR SERIES TRUST
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-13
TKR
TIMKEN CO
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-13
TOL
TOLL BROTHERS INC
-1.42%
Shares1.7K
Event2026-03-31
Filed2026-04-13
FCX
FREEPORT MCMORAN INC
33.38%
Shares4.0K
Event2026-03-31
Filed2026-04-13
NATIONAL GRID PLC
NATIONAL GRID PLC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-13
TTC
TORO CO
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-13
ESGV
VANGUARD WORLD FD
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-13
FSLR
FIRST SOLAR INC
468.29%
Shares1.2K
Event2026-03-31
Filed2026-04-13
NTR
NUTRIEN LTD
42.50%
Shares3.0K
Event2026-03-31
Filed2026-04-13
OMC
OMNICOM GROUP INC
-1.39%
Shares3.0K
Event2026-03-31
Filed2026-04-13
FNX
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-13
FNV
FRANCO NEV CORP
0.00%
Shares900
Event2026-03-31
Filed2026-04-13
DOW
DOW HLDGS INC
-18.63%
Shares5.3K
Event2026-03-31
Filed2026-04-13
BKNG
BOOKING HOLDINGS INC
-23.53%
Shares52
Event2026-03-31
Filed2026-04-13
VGT
VANGUARD WORLD FD
-18.91%
Shares313
Event2026-03-31
Filed2026-04-13
SNEX
STONEX GROUP INC
50.00%
Shares2.7K
Event2026-03-31
Filed2026-04-13
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-13
FE
FIRSTENERGY CORP
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-13
WSO
WATSCO INC
-14.53%
Shares588
Event2026-03-31
Filed2026-04-13
ADM
ARCHER DANIELS MIDLAND CO
25.76%
Shares2.9K
Event2026-03-31
Filed2026-04-13
CE
CELANESE CORP DEL
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-13
IWN
ISHARES TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
SRE
SEMPRA
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-13
O
REALTY INCOME CORP
1.92%
Shares3.4K
Event2026-03-31
Filed2026-04-13
TROX
TRONOX HOLDINGS PLC
New
Shares21.2K
Event2026-03-31
Filed2026-04-13
UAMY
UNITED STATES ANTIMONY CORP
0.00%
Shares23.7K
Event2026-03-31
Filed2026-04-13
XLI
SELECT SECTOR SPDR TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-13
OUNZ
VANECK MERK GOLD ETF
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-13
BXSL
BLACKSTONE SECD LENDING FD
53.10%
Shares8.7K
Event2026-03-31
Filed2026-04-13
ARCC
ARES CAPITAL CORP
-31.61%
Shares11.4K
Event2026-03-31
Filed2026-04-13
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-13
OSK
OSHKOSH CORP
-6.78%
Shares1.4K
Event2026-03-31
Filed2026-04-13
SMH
VANECK ETF TRUST
0.00%
Shares520
Event2026-03-31
Filed2026-04-13
WPC
WP CAREY INC
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-13
AEE
AMEREN CORP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-13
OKTA
OKTA INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-13
AIZ
ASSURANT INC
0.00%
Shares881
Event2026-03-31
Filed2026-04-13
BOH
BANK HAWAII CORP
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-13
VOE
VANGUARD INDEX FDS
1.68%
Shares1.0K
Event2026-03-31
Filed2026-04-13
HYG
ISHARES TR
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-13
HL
HECLA MINING COMPANY
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-13
VTV
VANGUARD INDEX FDS
-1.76%
Shares949
Event2026-03-31
Filed2026-04-13
ASA
ASA GOLD AND PRECIOUS MTLS L
-14.29%
Shares3.0K
Event2026-03-31
Filed2026-04-13
EXR
EXTRA SPACE STORAGE INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
TSCO
TRACTOR SUPPLY CO
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-13
BSCR
INVESCO EXCH TRD SLF IDX FD
-18.35%
Shares9.4K
Event2026-03-31
Filed2026-04-13
VFC
V F CORP
-0.92%
Shares10.8K
Event2026-03-31
Filed2026-04-13
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-6.14%
Shares2.4K
Event2026-03-31
Filed2026-04-13
IJJ
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
EWY
ISHARES INC
New
Shares1.5K
Event2026-03-31
Filed2026-04-13
TRGP
TARGA RES CORP
0.00%
Shares712
Event2026-03-31
Filed2026-04-13
APTIV PLC
APTIV PLC
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-13
QTEC
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares815
Event2026-03-31
Filed2026-04-13
HYCROFT MINING HOLDING CORP
HYCROFT MINING HOLDING CORP
-50.00%
Shares5.0K
Event2026-03-31
Filed2026-04-13
TOST
TOAST INC
-2.79%
Shares6.6K
Event2026-03-31
Filed2026-04-13
WTFC
WINTRUST FINL CORP
-13.79%
Shares1.3K
Event2026-03-31
Filed2026-04-13
IJK
ISHARES TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-13
WY
WEYERHAEUSER CO
33.31%
Shares7.0K
Event2026-03-31
Filed2026-04-13
ESLT
ELBIT SYS LTD
-6.54%
Shares200
Event2026-03-31
Filed2026-04-13
ORI
OLD REP INTL CORP
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-13
TDG
TRANSDIGM GROUP INC
-0.69%
Shares143
Event2026-03-31
Filed2026-04-13
HIW
HIGHWOODS PPTYS INC
0.00%
Shares7.7K
Event2026-03-31
Filed2026-04-13
XLRE
SELECT SECTOR SPDR TR
New
Shares4.0K
Event2026-03-31
Filed2026-04-13
COLB
COLUMBIA BKG SYS INC
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-13
EMXC
ISHARES INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-13
PNW
PINNACLE WEST CAP CORP
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-13
IJT
ISHARES TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
FDS
FACTSET RESH SYS INC
-16.84%
Shares741
Event2026-03-31
Filed2026-04-13
SSD
SIMPSON MFG INC
0.00%
Shares935
Event2026-03-31
Filed2026-04-13
WELL
WELLTOWER INC
-2.29%
Shares811
Event2026-03-31
Filed2026-04-13
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-13
QUAL
ISHARES TR
-8.00%
Shares828
Event2026-03-31
Filed2026-04-13
NI
NISOURCE INC
28.60%
Shares3.4K
Event2026-03-31
Filed2026-04-13
EFAV
ISHARES TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-13
CRSP
CRISPR THERAPEUTICS AG
43.10%
Shares3.3K
Event2026-03-31
Filed2026-04-13
MCHP
MICROCHIP TECHNOLOGY INC.
0.29%
Shares2.4K
Event2026-03-31
Filed2026-04-13
VST
VISTRA CORP
250.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
KLAC
KLA CORP
0.00%
Shares107
Event2026-03-31
Filed2026-04-13
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-13
IBKR
INTERACTIVE BROKERS GROUP IN
-4.15%
Shares2.3K
Event2026-03-31
Filed2026-04-13
PSA
PUBLIC STORAGE OPER CO
0.00%
Shares568
Event2026-03-31
Filed2026-04-13
GDXJ
VANECK ETF TRUST
-16.34%
Shares1.3K
Event2026-03-31
Filed2026-04-13
CLX
CLOROX CO DEL
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-13
CLSK
CLEANSPARK INC
0.00%
Shares17.7K
Event2026-03-31
Filed2026-04-13
KRE
SPDR SERIES TRUST
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-13
VOOG
VANGUARD ADMIRAL FDS INC
0.00%
Shares367
Event2026-03-31
Filed2026-04-13
MFC
MANULIFE FINL CORP
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-13
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-1.53%
Shares709
Event2026-03-31
Filed2026-04-13
CEF
SPROTT ASSET MANAGEMENT LP
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-13
IJS
ISHARES TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
BHB
BAR HBR BANKSHARES
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-13
WING
WINGSTOP INC
216.67%
Shares950
Event2026-03-31
Filed2026-04-13
J
JACOBS SOLUTIONS INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
XLE
SELECT SECTOR SPDR TR
New
Shares2.4K
Event2026-03-31
Filed2026-04-13
OGE
OGE ENERGY CORP
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-13
WHR
WHIRLPOOL CORP
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-13
GUNR
FLEXSHARES TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-13
IDT
IDT CORP
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-13
ALSN
ALLISON TRANSMISSION HLDGS I
3870.97%
Shares1.2K
Event2026-03-31
Filed2026-04-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available