Sponsored

The Analysis of Horizon Investment Services, LLC's Holdings & P&L

Currently, Horizon Investment Services, LLC holds 143 types of securities in its portfolio with a total value $359.5M. In the most recent quarter, they have increased their positions in KLAC (+23.3K shares, valued at $7.0M), DELL (+11.2K shares, valued at $4.8M), STT (+28.2K shares, valued at $4.8M); decreased their positions in HIG (-32.0K shares, valued at $4.2M), PGR (-11.9K shares, valued at $2.6M), N/A (-8.3K shares, valued at $1.6M); initiated new positions in STT (+28.2K shares, valued at $4.8M), SANM (+10.8K shares, valued at $2.7M), SNX (+9.9K shares, valued at $2.6M).

1M P&L

-9.1M-3.31%

3M P&L

-9.8M-3.56%

HY P&L

-38.4M-12.66%

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/A68.4M

22.5%

2Semiconductors39.7M

13.1%

3Semiconductor Equipment & Materials31.5M

10.4%

Top Industries by Stock Count

1N/A36 stocks

29.3%

2Utilities - Regulated Electric9 stocks

7.3%

3Software - Infrastructure5 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LRCX LAM RESEARCH CORP53.4K shares-2.14%2026-06-302026-08-06

NVDA NVIDIA CORPORATION109.7K shares-0.04%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC14.6K shares-8.39%2026-06-302026-08-06

GOOGL ALPHABET INC44.6K shares-1.92%2026-06-302026-08-06

VCSH VANGUARD SCOTTSDALE FDS184.9K shares-7.20%2026-06-302026-08-06

BROADCOM INC BROADCOM INC29.4K shares-2.11%2026-06-302026-08-06

FIX COMFORT SYS USA INC4.9K shares-4.02%2026-06-302026-08-06

AAPL APPLE INC29.2K shares-1.58%2026-06-302026-08-06

Sponsored

APPLIED MATLS INC APPLIED MATLS INC11.4K shares-1.58%2026-06-302026-08-06

KLAC KLA CORP25.9K shares882.03%2026-06-302026-08-06

DELL DELL TECHNOLOGIES INC18.0K shares163.96%2026-06-302026-08-06

MSFT MICROSOFT CORP20.3K shares2.10%2026-06-302026-08-06

SPHY SPDR SERIES TRUST316.5K shares-9.36%2026-06-302026-08-06

APPLOVIN CORP APPLOVIN CORP13.7K shares-5.06%2026-06-302026-08-06

APH AMPHENOL CORP38.4K shares-0.03%2026-06-302026-08-06

STRL STERLING INFRASTRUCTURE INC7.7K shares-11.95%2026-06-302026-08-06

Sponsored

IDMO INVESCO EXCH TRADED FD TR II104.8K shares5.09%2026-06-302026-08-06

AMZN AMAZON COM INC26.4K shares3.80%2026-06-302026-08-06

EME EMCOR GROUP INC7.3K shares-0.21%2026-06-302026-08-06

VISA INC VISA INC16.9K shares6.69%2026-06-302026-08-06

LLY ELI LILLY & CO4.7K shares33.89%2026-06-302026-08-06

NTRS NORTHERN TR CORP31.6K shares7.64%2026-06-302026-08-06

JBL JABIL INC13.6K shares10.87%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC9.3K shares2.77%2026-06-302026-08-06

Sponsored

STT STATE STR CORP28.2K sharesnew addition2026-06-302026-08-06

MGK VANGUARD WORLD FD50.5K shares399.83%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.8K shares-3.04%2026-06-302026-08-06

IWB ISHARES TR10.4K shares-0.70%2026-06-302026-08-06

ESQ ESQUIRE FINL HLDGS INC35.5K shares1.62%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO12.3K shares-2.47%2026-06-302026-08-06

GOOG ALPHABET INC10.1K shares4.46%2026-06-302026-08-06

CHUBB LIMITED CHUBB LIMITED10.2K shares-3.08%2026-06-302026-08-06

Sponsored

FBND FIDELITY MERRIMACK STR TR74.9K shares-4.05%2026-06-302026-08-06

TTM TECHNOLOGIES INC TTM TECHNOLOGIES INC18.1K shares-31.47%2026-06-302026-08-06

AEP AMERICAN ELEC PWR CO INC23.1K shares1.59%2026-06-302026-08-06

TEL TE CONNECTIVITY PLC14.6K shares-9.06%2026-06-302026-08-06

FTI TECHNIPFMC PLC42.7K shares19.04%2026-06-302026-08-06

IMCG ISHARES TR27.9K shares3.52%2026-06-302026-08-06

SANM SANMINA CORP10.8K sharesnew addition2026-06-302026-08-06

SPMO INVESCO EXCH TRADED FD TR II16.7K shares0.72%2026-06-302026-08-06

Sponsored

SNX TD SYNNEX CORPORATION9.9K sharesnew addition2026-06-302026-08-06

MGV VANGUARD WORLD FD16.0K shares0.05%2026-06-302026-08-06

FESM FIDELITY COVINGTON TRUST52.1K shares2.06%2026-06-302026-08-06

GMED GLOBUS MED INC31.8K shares8.98%2026-06-302026-08-06

ENVA ENOVA INTL INC10.1K shares6.04%2026-06-302026-08-06

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC28.8K shares-6.79%2026-06-302026-08-06

POWL POWELL INDS INC7.7K shares156.13%2026-06-302026-08-06

AEE AMEREN CORP18.9K shares0.10%2026-06-302026-08-06

Sponsored

EXPE EXPEDIA GROUP INC8.2K shares-6.05%2026-06-302026-08-06

WAB WABTEC6.3K sharesnew addition2026-06-302026-08-06

VONV VANGUARD SCOTTSDALE FDS16.0K shares0.00%2026-06-302026-08-06

AME AMETEK INC6.3K shares60.46%2026-06-302026-08-06

EZPW EZCORP INC43.5K sharesnew addition2026-06-302026-08-06

NYT NEW YORK TIMES CO MTN BE20.1K shares-0.92%2026-06-302026-08-06

VUG VANGUARD INDEX FDS16.2K shares512.87%2026-06-302026-08-06

ISCF ISHARES TR32.0K shares1.78%2026-06-302026-08-06

Sponsored

ASTH ASTRANA HEALTH INC29.8K sharesnew addition2026-06-302026-08-06

FSLR FIRST SOLAR INC5.4K sharesnew addition2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS16.0K shares2.51%2026-06-302026-08-06

IGIB ISHARES TR19.4K shares-0.77%2026-06-302026-08-06

RELY REMITLY GLOBAL INC45.4K sharesnew addition2026-06-302026-08-06

TSLA TESLA INC2.3K shares0.00%2026-06-302026-08-06

VBR VANGUARD INDEX FDS4.0K shares0.20%2026-06-302026-08-06

VTV VANGUARD INDEX FDS4.4K shares2.10%2026-06-302026-08-06

Sponsored

DGII DIGI INTL INC12.6K shares50.70%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS5.9K shares3.31%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares1.16%2026-06-302026-08-06

SCHB SCHWAB STRATEGIC TR29.6K shares0.24%2026-06-302026-08-06

GWW WW GRAINGER INC592 shares-0.17%2026-06-302026-08-06

BP BP PLC21.7K shares0.00%2026-06-302026-08-06

BND VANGUARD BD INDEX FDS10.6K shares-5.64%2026-06-302026-08-06

DGRO ISHARES TR10.0K shares-1.94%2026-06-302026-08-06

Sponsored

IWF ISHARES TR6.1K shares300.00%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K shares-2.03%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION781 shares-0.51%2026-06-302026-08-06

VRT VERTIV HOLDINGS CO2.1K shares-4.62%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP5.0K shares-0.74%2026-06-302026-08-06

PGR PROGRESSIVE CORP3.1K shares-79.47%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC3.7K shares-0.92%2026-06-302026-08-06

ATEN A10 NETWORKS INC17.1K sharesnew addition2026-06-302026-08-06

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.9K shares0.37%2026-06-302026-08-06

ENS ENERSYS2.5K shares11.09%2026-06-302026-08-06

ASML ASML HLDG NV284 shares-1.05%2026-06-302026-08-06

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

ATGE COVISTA INC4.3K shares7.65%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares0.00%2026-06-302026-08-06

EVER EVERQUOTE INC21.9K shares-23.92%2026-06-302026-08-06

ARCHROCK INC ARCHROCK INC12.6K shares-14.44%2026-06-302026-08-06

Sponsored

SM SM ENERGY COMPANY19.6K sharesnew addition2026-06-302026-08-06

NI NISOURCE INC10.4K shares0.37%2026-06-302026-08-06

NFG NATIONAL FUEL GAS CO6.1K shares-4.83%2026-06-302026-08-06

IJR ISHARES TR3.1K shares0.03%2026-06-302026-08-06

AVEM AMERICAN CENTY ETF TR4.7K shares1.65%2026-06-302026-08-06

ISHARES TR ISHARES TR603 shares0.00%2026-06-302026-08-06

ATO ATMOS ENERGY CORP2.6K shares-0.57%2026-06-302026-08-06

OOMA OOMA INC23.4K sharesnew addition2026-06-302026-08-06

Sponsored

JNJ JOHNSON & JOHNSON1.8K shares-0.11%2026-06-302026-08-06

WMT WALMART INC4.0K shares-3.35%2026-06-302026-08-06

EFA ISHARES TR4.1K shares0.00%2026-06-302026-08-06

FLYW FLYWIRE CORPORATION23.9K sharesnew addition2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR12.8K shares5.74%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC4.4K shares-1.46%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC660 sharesnew addition2026-06-302026-08-06

UBER UBER TECHNOLOGIES INC5.3K shares0.00%2026-06-302026-08-06

Sponsored

SGOV ISHARES TR3.7K sharesnew addition2026-06-302026-08-06

GLW CORNING INC1.4K sharesnew addition2026-06-302026-08-06

AMAL AMALGAMATED FINANCIAL CORP7.8K sharesnew addition2026-06-302026-08-06

NJR NEW JERSEY RES CORP6.2K shares0.54%2026-06-302026-08-06

DUK DUKE ENERGY CORP NEW2.7K shares0.04%2026-06-302026-08-06

PH PARKER-HANNIFIN CORP341 shares-4.21%2026-06-302026-08-06

NXT NEXTPOWER INC2.8K shares-66.91%2026-06-302026-08-06

CAT CATERPILLAR INC297 shares0.00%2026-06-302026-08-06

Sponsored

TMO THERMO FISHER SCIENTIFIC INC621 shares-0.32%2026-06-302026-08-06

POR PORTLAND GEN ELEC CO5.7K shares2.72%2026-06-302026-08-06

VBK VANGUARD INDEX FDS808 shares0.00%2026-06-302026-08-06

OGS ONE GAS INC3.8K shares0.50%2026-06-302026-08-06

FNDA SCHWAB STRATEGIC TR7.7K shares0.61%2026-06-302026-08-06

HIG HARTFORD INSURANCE GROUP INC2.2K shares-93.59%2026-06-302026-08-06

MO ALTRIA GROUP INC4.0K shares-5.12%2026-06-302026-08-06

ED CONSOLIDATED EDISON INC2.6K shares1.79%2026-06-302026-08-06

Sponsored

VO VANGUARD INDEX FDS3.5K shares289.24%2026-06-302026-08-06

ABBVIE INC ABBVIE INC1.1K shares-18.02%2026-06-302026-08-06

FE FIRSTENERGY CORP5.8K shares0.29%2026-06-302026-08-06

AWR AMER STATES WTR CO3.3K sharesnew addition2026-06-302026-08-06

PRIMORIS SVCS CORP PRIMORIS SVCS CORP2.7K shares-57.70%2026-06-302026-08-06

ES EVERSOURCE ENERGY3.7K shares1.31%2026-06-302026-08-06

PG PROCTER & GAMBLE CO1.8K shares-3.28%2026-06-302026-08-06

TT TRANE TECHNOLOGIES PLC527 shares0.00%2026-06-302026-08-06

Sponsored

FTS FORTIS INC4.4K sharesnew addition2026-06-302026-08-06

ITOT ISHARES TR1.5K shares0.67%2026-06-302026-08-06

IVOV VANGUARD ADMIRAL FDS INC2.2K shares-3.72%2026-06-302026-08-06

BA BOEING CO1.1K shares0.00%2026-06-302026-08-06

GCT GIGACLOUD TECHNOLOGY INC7.7K shares2.32%2026-06-302026-08-06

MLI MUELLER INDS INC2.0K shares0.00%2026-06-302026-08-06

CMS CMS ENERGY CORP3.1K shares6.22%2026-06-302026-08-06

QQQI NEOS ETF TRUST4.1K sharesnew addition2026-06-302026-08-06

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED447 shares0.00%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR1.2K sharesnew addition2026-06-302026-08-06

NWN NORTHWEST NAT HLDG CO4.7K shares4.24%2026-06-302026-08-06

IWR ISHARES TR2.0K sharesnew addition2026-06-302026-08-06

NSSC NAPCO SEC TECHNOLOGIES INC5.8K sharesnew addition2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC525 sharesnew addition2026-06-302026-08-06

EPD ENTERPRISE PRODS PARTNERS L5.7K shares-1.68%2026-06-302026-08-06

LRCX

LAM RESEARCH CORP

-2.14%

Shares53.4K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

-0.04%

Shares109.7K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

-8.39%

Shares14.6K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-1.92%

Shares44.6K

Event2026-06-30

Filed2026-08-06

VCSH

VANGUARD SCOTTSDALE FDS

-7.20%

Shares184.9K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-2.11%

Shares29.4K

Event2026-06-30

Filed2026-08-06

FIX

COMFORT SYS USA INC

-4.02%

Shares4.9K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-1.58%

Shares29.2K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

-1.58%

Shares11.4K

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP

882.03%

Shares25.9K

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

163.96%

Shares18.0K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

2.10%

Shares20.3K

Event2026-06-30

Filed2026-08-06

SPHY

SPDR SERIES TRUST

-9.36%

Shares316.5K

Event2026-06-30

Filed2026-08-06

APPLOVIN CORP

-5.06%

Shares13.7K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

-0.03%

Shares38.4K

Event2026-06-30

Filed2026-08-06

STRL

STERLING INFRASTRUCTURE INC

-11.95%

Shares7.7K

Event2026-06-30

Filed2026-08-06

IDMO

INVESCO EXCH TRADED FD TR II

5.09%

Shares104.8K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

3.80%

Shares26.4K

Event2026-06-30

Filed2026-08-06

EME

EMCOR GROUP INC

-0.21%

Shares7.3K

Event2026-06-30

Filed2026-08-06

VISA INC

6.69%

Shares16.9K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

33.89%

Shares4.7K

Event2026-06-30

Filed2026-08-06

NTRS

NORTHERN TR CORP

7.64%

Shares31.6K

Event2026-06-30

Filed2026-08-06

JBL

JABIL INC

10.87%

Shares13.6K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

2.77%

Shares9.3K

Event2026-06-30

Filed2026-08-06

STT

STATE STR CORP

New

Shares28.2K

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD WORLD FD

399.83%

Shares50.5K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

-3.04%

Shares5.8K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

-0.70%

Shares10.4K

Event2026-06-30

Filed2026-08-06

ESQ

ESQUIRE FINL HLDGS INC

1.62%

Shares35.5K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

-2.47%

Shares12.3K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

4.46%

Shares10.1K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

-3.08%

Shares10.2K

Event2026-06-30

Filed2026-08-06

FBND

FIDELITY MERRIMACK STR TR

-4.05%

Shares74.9K

Event2026-06-30

Filed2026-08-06

TTM TECHNOLOGIES INC

-31.47%

Shares18.1K

Event2026-06-30

Filed2026-08-06

AEP

AMERICAN ELEC PWR CO INC

1.59%

Shares23.1K

Event2026-06-30

Filed2026-08-06

TEL

TE CONNECTIVITY PLC

-9.06%

Shares14.6K

Event2026-06-30

Filed2026-08-06

FTI

TECHNIPFMC PLC

19.04%

Shares42.7K

Event2026-06-30

Filed2026-08-06

IMCG

ISHARES TR

3.52%

Shares27.9K

Event2026-06-30

Filed2026-08-06

SANM

SANMINA CORP

New

Shares10.8K

Event2026-06-30

Filed2026-08-06

SPMO

INVESCO EXCH TRADED FD TR II

0.72%

Shares16.7K

Event2026-06-30

Filed2026-08-06

SNX

TD SYNNEX CORPORATION

New

Shares9.9K

Event2026-06-30

Filed2026-08-06

MGV

VANGUARD WORLD FD

0.05%

Shares16.0K

Event2026-06-30

Filed2026-08-06

FESM

FIDELITY COVINGTON TRUST

2.06%

Shares52.1K

Event2026-06-30

Filed2026-08-06

GMED

GLOBUS MED INC

8.98%

Shares31.8K

Event2026-06-30

Filed2026-08-06

ENVA

ENOVA INTL INC

6.04%

Shares10.1K

Event2026-06-30

Filed2026-08-06

HALOZYME THERAPEUTICS INC

-6.79%

Shares28.8K

Event2026-06-30

Filed2026-08-06

POWL

POWELL INDS INC

156.13%

Shares7.7K

Event2026-06-30

Filed2026-08-06

AEE

AMEREN CORP

0.10%

Shares18.9K

Event2026-06-30

Filed2026-08-06

EXPE

EXPEDIA GROUP INC

-6.05%

Shares8.2K

Event2026-06-30

Filed2026-08-06

WAB

WABTEC

New

Shares6.3K

Event2026-06-30

Filed2026-08-06

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares16.0K

Event2026-06-30

Filed2026-08-06

AME

AMETEK INC

60.46%

Shares6.3K

Event2026-06-30

Filed2026-08-06

EZPW

EZCORP INC

New

Shares43.5K

Event2026-06-30

Filed2026-08-06

NYT

NEW YORK TIMES CO MTN BE

-0.92%

Shares20.1K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

512.87%

Shares16.2K

Event2026-06-30

Filed2026-08-06

ISCF

ISHARES TR

1.78%

Shares32.0K

Event2026-06-30

Filed2026-08-06

ASTH

ASTRANA HEALTH INC

New

Shares29.8K

Event2026-06-30

Filed2026-08-06

FSLR

FIRST SOLAR INC

New

Shares5.4K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

2.51%

Shares16.0K

Event2026-06-30

Filed2026-08-06

IGIB

ISHARES TR

-0.77%

Shares19.4K

Event2026-06-30

Filed2026-08-06

RELY

REMITLY GLOBAL INC

New

Shares45.4K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

0.20%

Shares4.0K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

2.10%

Shares4.4K

Event2026-06-30

Filed2026-08-06

DGII

DIGI INTL INC

50.70%

Shares12.6K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

3.31%

Shares5.9K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.16%

Shares1.7K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

0.24%

Shares29.6K

Event2026-06-30

Filed2026-08-06

GWW

WW GRAINGER INC

-0.17%

Shares592

Event2026-06-30

Filed2026-08-06

BP PLC

0.00%

Shares21.7K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

-5.64%

Shares10.6K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

-1.94%

Shares10.0K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

300.00%

Shares6.1K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-2.03%

Shares2.0K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

-0.51%

Shares781

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS CO

-4.62%

Shares2.1K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

-0.74%

Shares5.0K

Event2026-06-30

Filed2026-08-06

PGR

PROGRESSIVE CORP

-79.47%

Shares3.1K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

-0.92%

Shares3.7K

Event2026-06-30

Filed2026-08-06

ATEN

A10 NETWORKS INC

New

Shares17.1K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

0.37%

Shares1.9K

Event2026-06-30

Filed2026-08-06

ENS

ENERSYS

11.09%

Shares2.5K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

-1.05%

Shares284

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

ATGE

COVISTA INC

7.65%

Shares4.3K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

EVER

EVERQUOTE INC

-23.92%

Shares21.9K

Event2026-06-30

Filed2026-08-06

ARCHROCK INC

-14.44%

Shares12.6K

Event2026-06-30

Filed2026-08-06

SM ENERGY COMPANY

New

Shares19.6K

Event2026-06-30

Filed2026-08-06

NISOURCE INC

0.37%

Shares10.4K

Event2026-06-30

Filed2026-08-06

NFG

NATIONAL FUEL GAS CO

-4.83%

Shares6.1K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

0.03%

Shares3.1K

Event2026-06-30

Filed2026-08-06

AVEM

AMERICAN CENTY ETF TR

1.65%

Shares4.7K

Event2026-06-30

Filed2026-08-06

ISHARES TR

0.00%

Shares603

Event2026-06-30

Filed2026-08-06

ATO

ATMOS ENERGY CORP

-0.57%

Shares2.6K

Event2026-06-30

Filed2026-08-06

OOMA

OOMA INC

New

Shares23.4K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

-0.11%

Shares1.8K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

-3.35%

Shares4.0K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-06

FLYW

FLYWIRE CORPORATION

New

Shares23.9K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

5.74%

Shares12.8K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

-1.46%

Shares4.4K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

New

Shares660

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES TR

New

Shares3.7K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

AMAL

AMALGAMATED FINANCIAL CORP

New

Shares7.8K

Event2026-06-30

Filed2026-08-06

NJR

NEW JERSEY RES CORP

0.54%

Shares6.2K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

0.04%

Shares2.7K

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

-4.21%

Shares341

Event2026-06-30

Filed2026-08-06

NXT

NEXTPOWER INC

-66.91%

Shares2.8K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

0.00%

Shares297

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

-0.32%

Shares621

Event2026-06-30

Filed2026-08-06

POR

PORTLAND GEN ELEC CO

2.72%

Shares5.7K

Event2026-06-30

Filed2026-08-06

VBK

VANGUARD INDEX FDS

0.00%

Shares808

Event2026-06-30

Filed2026-08-06

OGS

ONE GAS INC

0.50%

Shares3.8K

Event2026-06-30

Filed2026-08-06

FNDA

SCHWAB STRATEGIC TR

0.61%

Shares7.7K

Event2026-06-30

Filed2026-08-06

HIG

HARTFORD INSURANCE GROUP INC

-93.59%

Shares2.2K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

-5.12%

Shares4.0K

Event2026-06-30

Filed2026-08-06

CONSOLIDATED EDISON INC

1.79%

Shares2.6K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

289.24%

Shares3.5K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

-18.02%

Shares1.1K

Event2026-06-30

Filed2026-08-06

FIRSTENERGY CORP

0.29%

Shares5.8K

Event2026-06-30

Filed2026-08-06

AWR

AMER STATES WTR CO

New

Shares3.3K

Event2026-06-30

Filed2026-08-06

PRIMORIS SVCS CORP

-57.70%

Shares2.7K

Event2026-06-30

Filed2026-08-06

EVERSOURCE ENERGY

1.31%

Shares3.7K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

-3.28%

Shares1.8K

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC

0.00%

Shares527

Event2026-06-30

Filed2026-08-06

FTS

FORTIS INC

New

Shares4.4K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

0.67%

Shares1.5K

Event2026-06-30

Filed2026-08-06

IVOV

VANGUARD ADMIRAL FDS INC

-3.72%

Shares2.2K

Event2026-06-30

Filed2026-08-06

BOEING CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

GCT

GIGACLOUD TECHNOLOGY INC

2.32%

Shares7.7K

Event2026-06-30

Filed2026-08-06

MLI

MUELLER INDS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

CMS

CMS ENERGY CORP

6.22%

Shares3.1K

Event2026-06-30

Filed2026-08-06

QQQI

NEOS ETF TRUST

New

Shares4.1K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

0.00%

Shares447

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

New

Shares1.2K

Event2026-06-30

Filed2026-08-06

NWN

NORTHWEST NAT HLDG CO

4.24%

Shares4.7K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

NSSC

NAPCO SEC TECHNOLOGIES INC

New

Shares5.8K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

New

Shares525

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

-1.68%

Shares5.7K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available