Sponsored

The Analysis of HOLDERNESS INVESTMENTS CO's Holdings & P&L

Currently, HOLDERNESS INVESTMENTS CO holds 252 types of securities in its portfolio with a total value $497.9M. In the most recent quarter, they have increased their positions in PM (+4.5K shares, valued at $747.5K), MU (+2.2K shares, valued at $746.3K), N/A (+1.2K shares, valued at $719.7K); decreased their positions in META (-2.4K shares, valued at $1.4M), PG (-3.5K shares, valued at $504.1K), SPY (-621 shares, valued at $403.8K); initiated new positions in BE (+2.9K shares, valued at $388.3K), VYMI (+3.8K shares, valued at $358.2K), HSY (+1.3K shares, valued at $264.7K).

1M P&L

+24.8M+5.06%

3M P&L

+31.3M+6.49%

HY P&L

+70.1M+15.81%

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/A48.5M

11.7%

2Semiconductors42.8M

10.3%

3Software - Infrastructure42.2M

10.2%

Top Industries by Stock Count

1N/A51 stocks

22.0%

2Semiconductors10 stocks

4.3%

3Drug Manufacturers - General9 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC115.3K shares-0.08%2026-03-312026-05-12

NVDA NVIDIA CORPORATION154.8K shares-0.51%2026-03-312026-05-12

MSFT MICROSOFT CORP66.9K shares0.18%2026-03-312026-05-12

AMAT APPLIED MATLS INC61.0K shares0.05%2026-03-312026-05-12

AMZN AMAZON COM INC74.7K shares-0.44%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR24.0K shares5.47%2026-03-312026-05-12

ALPHABET INC ALPHABET INC45.4K shares0.98%2026-03-312026-05-12

BROADCOM INC BROADCOM INC40.1K shares0.35%2026-03-312026-05-12

Sponsored

CAT CATERPILLAR INC15.6K shares0.71%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO27.3K shares1.01%2026-03-312026-05-12

XOM EXXON MOBIL CORP45.8K shares0.19%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS31.2K shares3.95%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION7.0K shares1.44%2026-03-312026-05-12

ORCL ORACLE CORP45.0K shares-1.64%2026-03-312026-05-12

CSCO CISCO SYS INC76.7K shares0.57%2026-03-312026-05-12

CRUS CIRRUS LOGIC INC40.2K shares2.77%2026-03-312026-05-12

Sponsored

GLW CORNING INC42.1K shares2.88%2026-03-312026-05-12

ALPHABET INC ALPHABET INC19.6K shares-2.43%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW40.0K shares1.15%2026-03-312026-05-12

WMT WALMART INC41.0K shares0.73%2026-03-312026-05-12

ABBV ABBVIE INC23.2K shares5.23%2026-03-312026-05-12

HD HOME DEPOT INC15.0K shares-0.11%2026-03-312026-05-12

CVX CHEVRON CORPORATION23.8K shares6.02%2026-03-312026-05-12

VBK VANGUARD INDEX FDS14.8K shares4.38%2026-03-312026-05-12

Sponsored

IRM IRON MTN INC DEL40.3K shares-0.95%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC11.4K shares3.13%2026-03-312026-05-12

MCD MCDONALDS CORP13.1K shares-1.43%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC33.1K shares2.50%2026-03-312026-05-12

IGV ISHARES TR46.3K shares-2.19%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC72.8K shares2.63%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.4K shares-0.77%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON13.9K shares-0.27%2026-03-312026-05-12

Sponsored

SPY STATE STR SPDR S&P 500 ETF T5.2K shares-10.69%2026-03-312026-05-12

KLAC KLA CORP2.3K shares2.13%2026-03-312026-05-12

MA MASTERCARD INCORPORATED6.6K shares-1.59%2026-03-312026-05-12

TJX TJX COS INC NEW20.0K shares0.07%2026-03-312026-05-12

BAC BANK AMERICA CORP65.3K shares-0.69%2026-03-312026-05-12

LOW LOWES COS INC13.2K shares1.49%2026-03-312026-05-12

RTX RTX CORPORATION16.1K shares-0.94%2026-03-312026-05-12

DELL DELL TECHNOLOGIES INC17.4K shares-9.92%2026-03-312026-05-12

Sponsored

KO COCA COLA CO37.3K shares0.76%2026-03-312026-05-12

AMGN AMGEN INC8.0K shares3.22%2026-03-312026-05-12

TFC TRUIST FINL CORP60.8K shares2.81%2026-03-312026-05-12

JPST J P MORGAN EXCHANGE TRADED F54.0K shares3.57%2026-03-312026-05-12

SO SOUTHERN CO28.3K shares-0.79%2026-03-312026-05-12

INTC INTEL CORP60.6K shares-2.39%2026-03-312026-05-12

HON HONEYWELL INTL INC11.8K shares0.60%2026-03-312026-05-12

MCK MCKESSON CORP3.1K shares-0.29%2026-03-312026-05-12

Sponsored

PG PROCTER & GAMBLE CO18.2K shares-16.06%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP4.3K shares0.00%2026-03-312026-05-12

V VISA INC8.6K shares-5.93%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC7.3K shares43.12%2026-03-312026-05-12

BLACKSTONE INC BLACKSTONE INC21.5K shares-4.42%2026-03-312026-05-12

META META PLATFORMS INC4.3K shares-36.15%2026-03-312026-05-12

FDX FEDEX CORP6.9K shares-1.11%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR95.1K shares1.16%2026-03-312026-05-12

Sponsored

ALPS ETF TR ALPS ETF TR46.1K shares17.81%2026-03-312026-05-12

XLC SELECT SECTOR SPDR TR21.6K shares-1.67%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO7.8K shares-1.81%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR91.7K shares0.88%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS15.2K shares21.91%2026-03-312026-05-12

VRIG INVESCO ACTIVELY MANAGED EXC89.6K shares0.92%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC10.6K shares9.61%2026-03-312026-05-12

PFE PFIZER INC75.1K shares-1.12%2026-03-312026-05-12

Sponsored

BMY BRISTOL-MYERS SQUIBB CO34.7K shares8.92%2026-03-312026-05-12

FE FIRSTENERGY CORP38.4K shares36.52%2026-03-312026-05-12

GEV GE VERNOVA INC2.1K shares60.85%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC6.7K shares-4.50%2026-03-312026-05-12

WFC WELLS FARGO & CO22.1K shares-0.51%2026-03-312026-05-12

FIX COMFORT SYS USA INC1.2K shares14.06%2026-03-312026-05-12

NUE NUCOR CORP9.7K shares15.42%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP7.6K shares7.58%2026-03-312026-05-12

Sponsored

NVS NOVARTIS AG10.5K shares0.00%2026-03-312026-05-12

T AT&T INC54.0K shares0.19%2026-03-312026-05-12

LLY ELI LILLY & CO1.7K shares31.53%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC1.8K shares17.57%2026-03-312026-05-12

BA BOEING CO7.7K shares0.00%2026-03-312026-05-12

IDU ISHARES TR13.0K shares0.02%2026-03-312026-05-12

LNG CHENIERE ENERGY INC5.3K shares3.22%2026-03-312026-05-12

GILD GILEAD SCIENCES INC10.7K shares-0.17%2026-03-312026-05-12

Sponsored

PM PHILIP MORRIS INTL INC8.9K shares104.17%2026-03-312026-05-12

EME EMCOR GROUP INC1.9K shares20.72%2026-03-312026-05-12

TT TRANE TECHNOLOGIES PLC3.3K shares0.99%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP2.0K shares5.46%2026-03-312026-05-12

ENB ENBRIDGE INC23.0K shares-0.26%2026-03-312026-05-12

DE DEERE & CO2.2K shares3.51%2026-03-312026-05-12

FCX FREEPORT MCMORAN INC20.4K shares10.83%2026-03-312026-05-12

SCHM SCHWAB STRATEGIC TR38.2K shares1.02%2026-03-312026-05-12

Sponsored

TXN TEXAS INSTRS INC6.0K shares-0.33%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC275 shares4.56%2026-03-312026-05-12

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D611 shares0.83%2026-03-312026-05-12

AGX ARGAN INC2.1K shares10.77%2026-03-312026-05-12

COP CONOCOPHILLIPS8.7K shares-1.90%2026-03-312026-05-12

LH LABCORP HOLDINGS INC4.2K shares0.00%2026-03-312026-05-12

CARR CARRIER GLOBAL CORPORATION19.6K shares-3.38%2026-03-312026-05-12

PEP PEPSICO INC7.1K shares3.28%2026-03-312026-05-12

Sponsored

SYK STRYKER CORPORATION3.3K shares0.00%2026-03-312026-05-12

NFLX NETFLIX INC.10.8K shares-16.76%2026-03-312026-05-12

PWR QUANTA SVCS INC1.9K shares23.30%2026-03-312026-05-12

LEN LENNAR CORP11.9K shares-0.08%2026-03-312026-05-12

VUG VANGUARD INDEX FDS2.4K shares6.67%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR41.2K shares7.82%2026-03-312026-05-12

DIA STATE STR SPDR DOW JONES IND2.2K shares6.40%2026-03-312026-05-12

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.9K shares0.00%2026-03-312026-05-12

Sponsored

MO ALTRIA GROUP INC14.1K shares43.68%2026-03-312026-05-12

LINDE PLC LINDE PLC1.9K shares0.00%2026-03-312026-05-12

MMM 3M CO6.3K shares-0.78%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares2.84%2026-03-312026-05-12

NEE NEXTERA ENERGY INC9.6K shares0.00%2026-03-312026-05-12

VGT VANGUARD WORLD FD1.3K shares2.72%2026-03-312026-05-12

TSLA TESLA INC2.4K shares31.18%2026-03-312026-05-12

SCCO SOUTHERN COPPER CORP5.1K shares-0.16%2026-03-312026-05-12

Sponsored

QRVO QORVO INC11.2K shares-1.96%2026-03-312026-05-12

VHT VANGUARD WORLD FD3.1K shares-0.51%2026-03-312026-05-12

KRE SPDR SERIES TRUST12.9K shares74.97%2026-03-312026-05-12

RY ROYAL BK CDA5.1K shares0.00%2026-03-312026-05-12

EMR EMERSON ELEC CO6.4K shares-1.55%2026-03-312026-05-12

CTAS CINTAS CORP4.9K shares0.00%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC2.4K shares24.78%2026-03-312026-05-12

DHR DANAHER CORP DEL4.3K shares-1.61%2026-03-312026-05-12

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN9.0K shares-0.55%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR26.3K shares-8.53%2026-03-312026-05-12

ASML ASML HLDG NV611 shares2.52%2026-03-312026-05-12

MAR MARRIOTT INTL INC NEW2.4K shares-0.17%2026-03-312026-05-12

TPL TEXAS PACIFIC LAND CORPORATI1.6K shares25.90%2026-03-312026-05-12

VRT VERTIV HOLDINGS CO3.1K shares69.17%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR15.8K shares-0.34%2026-03-312026-05-12

D DOMINION ENERGY INC12.5K shares2.75%2026-03-312026-05-12

Sponsored

TGT TARGET CORP6.4K shares-13.72%2026-03-312026-05-12

ACM AECOM9.0K shares-0.28%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE2.6K shares11.87%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR5.4K shares18.85%2026-03-312026-05-12

ITW ILLINOIS TOOL WKS INC2.7K shares-0.74%2026-03-312026-05-12

MAS MASCO CORP11.4K shares0.00%2026-03-312026-05-12

NKE NIKE INC13.0K shares-2.07%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR23.6K shares0.29%2026-03-312026-05-12

Sponsored

DOW DOW HLDGS INC16.3K shares-2.12%2026-03-312026-05-12

MS MORGAN STANLEY4.1K shares0.73%2026-03-312026-05-12

IP INTERNATIONAL PAPER CO18.7K shares-0.89%2026-03-312026-05-12

CCJ CAMECO CORP6.1K shares9.07%2026-03-312026-05-12

EMN EASTMAN CHEM CO8.6K shares-1.90%2026-03-312026-05-12

SLB SLB LIMITED12.7K shares6.20%2026-03-312026-05-12

AVY AVERY DENNISON CORP3.7K shares-1.98%2026-03-312026-05-12

LHX L3HARRIS TECHNOLOGIES INC1.8K shares2.79%2026-03-312026-05-12

Sponsored

VDE VANGUARD WORLD FD3.7K shares1.64%2026-03-312026-05-12

VOOG VANGUARD ADMIRAL FDS INC1.5K shares0.59%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR10.1K shares1.11%2026-03-312026-05-12

VMC VULCAN MATLS CO2.2K shares-1.32%2026-03-312026-05-12

KEY KEYCORP30.4K shares-1.78%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS2.8K shares10.89%2026-03-312026-05-12

HAL HALLIBURTON CO15.5K shares22.12%2026-03-312026-05-12

ES EVERSOURCE ENERGY8.5K shares26.61%2026-03-312026-05-12

Sponsored

GPC GENUINE PARTS CO5.4K shares-1.53%2026-03-312026-05-12

IVV ISHARES TR854 shares0.00%2026-03-312026-05-12

CSX CSX CORP13.4K shares-0.87%2026-03-312026-05-12

DLR DIGITAL RLTY TR INC3.0K shares27.23%2026-03-312026-05-12

CMCSA COMCAST CORP NEW18.7K shares10.95%2026-03-312026-05-12

MPLX MPLX LP9.4K shares2.18%2026-03-312026-05-12

HII HUNTINGTON INGALLS INDS INC1.4K shares50.11%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC544 shares0.00%2026-03-312026-05-12

Sponsored

LNC LINCOLN NATL CORP IND14.3K shares-2.34%2026-03-312026-05-12

CTVA CORTEVA INC6.0K shares-4.91%2026-03-312026-05-12

SOXX ISHARES TR1.5K shares0.00%2026-03-312026-05-12

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC10.6K shares-2.18%2026-03-312026-05-12

QNITY ELECTRONICS INC QNITY ELECTRONICS INC4.2K shares-11.43%2026-03-312026-05-12

IJH ISHARES TR7.0K shares94.83%2026-03-312026-05-12

CHRW C H ROBINSON WORLDWIDE IN2.8K shares0.00%2026-03-312026-05-12

VTI VANGUARD INDEX FDS1.4K shares-5.36%2026-03-312026-05-12

Sponsored

SBR SABINE RTY TR6.0K shares0.00%2026-03-312026-05-12

ABT ABBOTT LABORATORIES4.4K shares-1.44%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC900 shares-1.42%2026-03-312026-05-12

KR KROGER CO6.0K shares3.44%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC7.4K shares-7.59%2026-03-312026-05-12

GLD SPDR GOLD TR993 shares18.92%2026-03-312026-05-12

WM WASTE MGMT INC DEL1.8K shares0.00%2026-03-312026-05-12

PPA INVESCO EXCHANGE TRADED FD T2.5K shares10.43%2026-03-312026-05-12

Sponsored

NVO NOVO-NORDISK A S11.4K shares4.48%2026-03-312026-05-12

AEP AMERICAN ELEC PWR CO INC3.1K shares7.22%2026-03-312026-05-12

BP BP PLC8.7K shares-1.65%2026-03-312026-05-12

DGX QUEST DIAGNOSTICS INC2.0K shares0.00%2026-03-312026-05-12

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET13.0K shares43.86%2026-03-312026-05-12

BE BLOOM ENERGY CORP2.9K sharesnew addition2026-03-312026-05-12

XRT SPDR SERIES TRUST4.8K shares-20.00%2026-03-312026-05-12

DOV DOVER CORP1.8K shares0.00%2026-03-312026-05-12

Sponsored

HEDJ WISDOMTREE TR7.1K shares0.45%2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L9.8K shares17.99%2026-03-312026-05-12

UNP UNION PAC CORP1.5K shares0.00%2026-03-312026-05-12

VB VANGUARD INDEX FDS1.4K shares32.00%2026-03-312026-05-12

VYMI VANGUARD WHITEHALL FDS3.8K sharesnew addition2026-03-312026-05-12

QCOM QUALCOMM INC2.8K shares0.73%2026-03-312026-05-12

ED CONSOLIDATED EDISON INC3.1K shares1.65%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC750 shares-11.76%2026-03-312026-05-12

Sponsored

KMB KIMBERLY-CLARK CORP3.5K shares-2.60%2026-03-312026-05-12

EWJ ISHARES INC4.0K shares-3.97%2026-03-312026-05-12

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.4K shares-8.37%2026-03-312026-05-12

PHG KONINKLIJKE PHILIPS N V12.3K shares0.00%2026-03-312026-05-12

ODFL OLD DOMINION FREIGHT LINE IN1.7K shares0.00%2026-03-312026-05-12

GWW WW GRAINGER INC307 shares37.67%2026-03-312026-05-12

ON ON SEMICONDUCTOR CORP5.4K shares0.00%2026-03-312026-05-12

NSC NORFOLK SOUTHN CORP1.2K shares0.00%2026-03-312026-05-12

Sponsored

SON SONOCO PRODS CO6.1K shares0.00%2026-03-312026-05-12

L LOEWS CORP2.9K shares0.00%2026-03-312026-05-12

EFA ISHARES TR3.2K shares0.00%2026-03-312026-05-12

DIS DISNEY WALT CO3.2K shares-2.86%2026-03-312026-05-12

SMH VANECK ETF TRUST789 shares30.20%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP3.2K shares3.36%2026-03-312026-05-12

ICF ISHARES TR4.8K shares0.00%2026-03-312026-05-12

LDOS LEIDOS HOLDINGS INC1.9K shares-6.79%2026-03-312026-05-12

Sponsored

MET METLIFE INC4.2K shares0.00%2026-03-312026-05-12

EQIX EQUINIX INC300 shares3.45%2026-03-312026-05-12

BOTZ GLOBAL X FDS8.8K shares-10.05%2026-03-312026-05-12

ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.00%2026-03-312026-05-12

VOE VANGUARD INDEX FDS1.5K shares-32.72%2026-03-312026-05-12

TSCO TRACTOR SUPPLY CO6.2K shares8.75%2026-03-312026-05-12

WMB WILLIAMS COS INC3.8K shares0.48%2026-03-312026-05-12

OTIS OTIS WORLDWIDE CORP3.5K shares-1.60%2026-03-312026-05-12

Sponsored

HSY HERSHEY CO1.3K sharesnew addition2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS4.1K shares10.67%2026-03-312026-05-12

SBUX STARBUCKS CORP2.9K shares6.52%2026-03-312026-05-12

ITA ISHARES TR1.2K shares1.69%2026-03-312026-05-12

FUTY FIDELITY COVINGTON TRUST4.4K sharesnew addition2026-03-312026-05-12

IWF ISHARES TR611 shares0.00%2026-03-312026-05-12

VTV VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-12

O REALTY INCOME CORP4.2K shares0.72%2026-03-312026-05-12

Sponsored

IR INGERSOLL RAND INC3.2K shares1.90%2026-03-312026-05-12

SPHY SPDR SERIES TRUST10.8K shares0.23%2026-03-312026-05-12

WELL WELLTOWER INC1.3K shares2.43%2026-03-312026-05-12

OKE ONEOK INC NEW2.8K shares0.00%2026-03-312026-05-12

PAYX PAYCHEX INC2.7K shares0.00%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC1.7K shares-60.58%2026-03-312026-05-12

PAVE GLOBAL X FDS4.8K shares0.72%2026-03-312026-05-12

CRM SALESFORCE INC1.3K shares-56.22%2026-03-312026-05-12

Sponsored

CAH CARDINAL HEALTH INC1.1K shares1.17%2026-03-312026-05-12

GDX VANECK ETF TRUST2.6K shares9.55%2026-03-312026-05-12

CVS CVS HEALTH CORP3.2K shares0.00%2026-03-312026-05-12

RIO RIO TINTO PLC2.4K sharesnew addition2026-03-312026-05-12

GBIL GOLDMAN SACHS ETF TR2.2K shares0.00%2026-03-312026-05-12

VRTX VERTEX PHARMACEUTICALS INC489 sharesnew addition2026-03-312026-05-12

APH AMPHENOL CORP1.7K sharesnew addition2026-03-312026-05-12

CMI CUMMINS INC404 sharesnew addition2026-03-312026-05-12

Sponsored

CELESTICA INC CELESTICA INC772 sharesnew addition2026-03-312026-05-12

SYY SYSCO CORP3.0K shares0.00%2026-03-312026-05-12

AEM AGNICO EAGLE MINES LTD1.1K sharesnew addition2026-03-312026-05-12

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL544 sharesnew addition2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR7.3K shares8.98%2026-03-312026-05-12

VUSB VANGUARD BD INDEX FDS4.2K shares0.00%2026-03-312026-05-12

MELI MERCADOLIBRE INC120 shares-3.23%2026-03-312026-05-12

ET ENERGY TRANSFER L P10.4K sharesnew addition2026-03-312026-05-12

Sponsored

VODAFONE GROUP PLC VODAFONE GROUP PLC11.2K shares0.00%2026-03-312026-05-12

BSM BLACK STONE MINERALS L P10.7K shares0.00%2026-03-312026-05-12

KRP KIMBELL RTY PARTNERS LP10.5K shares0.00%2026-03-312026-05-12

CLNE CLEAN ENERGY FUELS CORP46.3K shares0.00%2026-03-312026-05-12

AAPL

APPLE INC

-0.08%

Shares115.3K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-0.51%

Shares154.8K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

0.18%

Shares66.9K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

0.05%

Shares61.0K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-0.44%

Shares74.7K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

5.47%

Shares24.0K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

0.98%

Shares45.4K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

0.35%

Shares40.1K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

0.71%

Shares15.6K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

1.01%

Shares27.3K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

0.19%

Shares45.8K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

3.95%

Shares31.2K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

1.44%

Shares7.0K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

-1.64%

Shares45.0K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

0.57%

Shares76.7K

Event2026-03-31

Filed2026-05-12

CRUS

CIRRUS LOGIC INC

2.77%

Shares40.2K

Event2026-03-31

Filed2026-05-12

GLW

CORNING INC

2.88%

Shares42.1K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-2.43%

Shares19.6K

Event2026-03-31

Filed2026-05-12

DUKE ENERGY CORP NEW

1.15%

Shares40.0K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

0.73%

Shares41.0K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

5.23%

Shares23.2K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

-0.11%

Shares15.0K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

6.02%

Shares23.8K

Event2026-03-31

Filed2026-05-12

VBK

VANGUARD INDEX FDS

4.38%

Shares14.8K

Event2026-03-31

Filed2026-05-12

IRM

IRON MTN INC DEL

-0.95%

Shares40.3K

Event2026-03-31

Filed2026-05-12

EATON CORP PLC

3.13%

Shares11.4K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

-1.43%

Shares13.1K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

2.50%

Shares33.1K

Event2026-03-31

Filed2026-05-12

IGV

ISHARES TR

-2.19%

Shares46.3K

Event2026-03-31

Filed2026-05-12

VERIZON COMMUNICATIONS INC

2.63%

Shares72.8K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

-0.77%

Shares7.4K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-0.27%

Shares13.9K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-10.69%

Shares5.2K

Event2026-03-31

Filed2026-05-12

KLAC

KLA CORP

2.13%

Shares2.3K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

-1.59%

Shares6.6K

Event2026-03-31

Filed2026-05-12

TJX

TJX COS INC NEW

0.07%

Shares20.0K

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

-0.69%

Shares65.3K

Event2026-03-31

Filed2026-05-12

LOW

LOWES COS INC

1.49%

Shares13.2K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION

-0.94%

Shares16.1K

Event2026-03-31

Filed2026-05-12

DELL

DELL TECHNOLOGIES INC

-9.92%

Shares17.4K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

0.76%

Shares37.3K

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC

3.22%

Shares8.0K

Event2026-03-31

Filed2026-05-12

TFC

TRUIST FINL CORP

2.81%

Shares60.8K

Event2026-03-31

Filed2026-05-12

JPST

J P MORGAN EXCHANGE TRADED F

3.57%

Shares54.0K

Event2026-03-31

Filed2026-05-12

SOUTHERN CO

-0.79%

Shares28.3K

Event2026-03-31

Filed2026-05-12

INTC

INTEL CORP

-2.39%

Shares60.6K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

0.60%

Shares11.8K

Event2026-03-31

Filed2026-05-12

MCK

MCKESSON CORP

-0.29%

Shares3.1K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-16.06%

Shares18.2K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-12

VISA INC

-5.93%

Shares8.6K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

43.12%

Shares7.3K

Event2026-03-31

Filed2026-05-12

BLACKSTONE INC

-4.42%

Shares21.5K

Event2026-03-31

Filed2026-05-12