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The Analysis of HOWLAND CAPITAL MANAGEMENT LLC's Holdings & P&L

Currently, HOWLAND CAPITAL MANAGEMENT LLC holds 278 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in N/A (+172.0K shares, valued at $25.2M), TSLA (+51.0K shares, valued at $21.5M), COMM (+1.5M shares, valued at $18.9M); decreased their positions in GE (-58.4K shares, valued at $21.8M), GEV (-14.5K shares, valued at $17.1M), GOOGL (-31.9K shares, valued at $11.4M); initiated new positions in AME (+47.0K shares, valued at $11.4M), USFD (+60.0K shares, valued at $6.1M), BND (+38.3K shares, valued at $2.8M).

1M P&L

+75.7M+3.41%

3M P&L

+78.3M+3.54%

HY P&L

+95.5M+4.35%

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/A622.0M

26.4%

2Internet Content & Information217.1M

9.2%

3Consumer Electronics153.6M

6.5%

Top Industries by Stock Count

1N/A72 stocks

30.8%

2Semiconductors8 stocks

3.4%

3Specialty Industrial Machinery7 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEU VANGUARD INTL EQUITY INDEX F2.2M shares1.78%2026-06-302026-07-13

GOOGL ALPHABET INC494.1K shares-6.07%2026-06-302026-07-13

AAPL APPLE INC530.9K shares-1.49%2026-06-302026-07-13

NVDA NVIDIA CORPORATION626.0K shares14.91%2026-06-302026-07-13

MSFT MICROSOFT CORP274.4K shares-1.57%2026-06-302026-07-13

BRK.B BERKSHIRE HATHAWAY INC DEL178.5K shares-1.99%2026-06-302026-07-13

APH AMPHENOL CORP456.9K shares-3.72%2026-06-302026-07-13

AMZN AMAZON COM INC335.8K shares-0.51%2026-06-302026-07-13

Sponsored

TJX TJX COS INC NEW411.4K shares-3.38%2026-06-302026-07-13

VISA INC VISA INC177.4K shares-1.70%2026-06-302026-07-13

VOO VANGUARD INDEX FDS87.9K shares19.36%2026-06-302026-07-13

META PLATFORMS INC META PLATFORMS INC99.2K shares-1.83%2026-06-302026-07-13

ECL ECOLAB INC174.6K shares-3.33%2026-06-302026-07-13

ORLY OREILLY AUTOMOTIVE INC495.2K shares-1.78%2026-06-302026-07-13

S&P GLOBAL INC S&P GLOBAL INC99.5K shares-4.03%2026-06-302026-07-13

SYK STRYKER CORPORATION124.6K shares2.10%2026-06-302026-07-13

Sponsored

WMT WALMART INC333.9K shares-4.31%2026-06-302026-07-13

IBDR ISHARES TR1.5M shares12.65%2026-06-302026-07-13

TMO THERMO FISHER SCIENTIFIC INC69.8K shares-3.96%2026-06-302026-07-13

TEL TE CONNECTIVITY PLC170.8K shares-5.57%2026-06-302026-07-13

WSO WATSCO INC80.5K shares-3.21%2026-06-302026-07-13

DHR DANAHER CORP DEL174.0K shares-4.64%2026-06-302026-07-13

IBDT ISHARES TR1.3M shares6.41%2026-06-302026-07-13

IBDS ISHARES TR1.3M shares5.28%2026-06-302026-07-13

Sponsored

CHUBB LIMITED CHUBB LIMITED94.1K shares-4.08%2026-06-302026-07-13

TDG TRANSDIGM GROUP INC21.0K shares0.94%2026-06-302026-07-13

CVX CHEVRON CORPORATION160.2K shares-6.58%2026-06-302026-07-13

ORACLE CORP ORACLE CORP177.6K shares3048.44%2026-06-302026-07-13

IBDU ISHARES TR1.1M shares10.12%2026-06-302026-07-13

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION26.9K shares4.43%2026-06-302026-07-13

AWK AMERICAN WTR WKS CO INC NEW190.6K shares-3.44%2026-06-302026-07-13

IDEXX LABS INC IDEXX LABS INC46.8K shares-1.48%2026-06-302026-07-13

Sponsored

NBIS NEBIUS GROUP N.V.86.5K shares-26.45%2026-06-302026-07-13

ADP AUTOMATIC DATA PROCESSING IN105.4K shares-0.64%2026-06-302026-07-13

REGN REGENERON PHARMACEUTICALS37.2K shares-5.52%2026-06-302026-07-13

TSLA TESLA INC53.2K shares2371.42%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON87.7K shares-0.42%2026-06-302026-07-13

IBDV ISHARES TR1.0M shares15.89%2026-06-302026-07-13

TPL TEXAS PACIFIC LAND CORPORATI49.8K shares0.10%2026-06-302026-07-13

SERVICENOW INC SERVICENOW INC215.6K shares11.66%2026-06-302026-07-13

Sponsored

ESGD ISHARES TR203.8K shares-0.03%2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T27.8K shares3.40%2026-06-302026-07-13

EXXON MOBIL CORP EXXON MOBIL CORP149.1K shares-2.65%2026-06-302026-07-13

COMM VISTANCE NETWORKS INC1.6M shares1787.65%2026-06-302026-07-13

MELI MERCADOLIBRE INC11.7K shares-18.65%2026-06-302026-07-13

KNSL KINSALE CAP GROUP INC58.9K shares-14.26%2026-06-302026-07-13

PG PROCTER & GAMBLE CO125.5K shares-6.44%2026-06-302026-07-13

UBER UBER TECHNOLOGIES INC251.1K shares-2.99%2026-06-302026-07-13

Sponsored

GOOG ALPHABET INC47.0K shares-0.04%2026-06-302026-07-13

XLE SELECT SECTOR SPDR TR309.9K shares8.06%2026-06-302026-07-13

RSP INVESCO EXCHANGE TRADED FD T77.1K shares102.83%2026-06-302026-07-13

BROADCOM INC BROADCOM INC39.7K shares527.13%2026-06-302026-07-13

IBDW ISHARES TR684.9K shares31.49%2026-06-302026-07-13

JPMORGAN CHASE & CO JPMORGAN CHASE & CO38.6K shares-1.63%2026-06-302026-07-13

IXUS ISHARES TR132.3K shares-16.47%2026-06-302026-07-13

AME AMETEK INC47.0K sharesnew addition2026-06-302026-07-13

Sponsored

TRNO TERRENO RLTY CORP171.8K shares2.50%2026-06-302026-07-13

IAUM ISHARES GOLD TRUST MICRO268.1K shares-2.53%2026-06-302026-07-13

SNPS SYNOPSYS INC22.4K shares2.16%2026-06-302026-07-13

NETFLIX INC. NETFLIX INC.139.5K shares489.13%2026-06-302026-07-13

IBMQ ISHARES TR375.3K shares-9.23%2026-06-302026-07-13

AMT AMERICAN TOWER CORP54.4K shares-40.89%2026-06-302026-07-13

VANGUARD INDEX FDS VANGUARD INDEX FDS22.7K shares28.39%2026-06-302026-07-13

MINT PIMCO ETF TR80.4K shares-8.26%2026-06-302026-07-13

Sponsored

GLD SPDR GOLD TR21.0K shares0.00%2026-06-302026-07-13

ABBVIE INC ABBVIE INC29.6K shares-0.09%2026-06-302026-07-13

PSNL PERSONALIS INC555.6K shares1.56%2026-06-302026-07-13

KO COCA COLA CO90.8K shares0.31%2026-06-302026-07-13

CAT CATERPILLAR INC6.7K shares-0.39%2026-06-302026-07-13

IBDX ISHARES TR252.9K shares35.95%2026-06-302026-07-13

IBMP ISHARES TR247.5K shares1.94%2026-06-302026-07-13

LDUR PIMCO ETF TR64.3K shares-8.80%2026-06-302026-07-13

Sponsored

USFD US FOODS HLDG CORP60.0K sharesnew addition2026-06-302026-07-13

INTC INTEL CORP43.3K shares17.07%2026-06-302026-07-13

MRK MERCK & CO INC45.8K shares-0.83%2026-06-302026-07-13

CISCO SYS INC CISCO SYS INC47.2K shares-2.73%2026-06-302026-07-13

ETN EATON CORP PLC12.7K shares-3.02%2026-06-302026-07-13

PEP PEPSICO INC34.5K shares-2.15%2026-06-302026-07-13

IWF ISHARES TR36.4K shares300.00%2026-06-302026-07-13

IAU ISHARES GOLD TR59.5K shares12.24%2026-06-302026-07-13

Sponsored

IBMO ISHARES TR174.7K shares-5.16%2026-06-302026-07-13

IBM INTERNATIONAL BUSINESS MACHS15.8K shares0.15%2026-06-302026-07-13

VWO VANGUARD INTL EQUITY INDEX F74.3K shares12.75%2026-06-302026-07-13

NUE NUCOR CORP19.8K shares-0.35%2026-06-302026-07-13

RTX CORPORATION RTX CORPORATION22.4K shares0.02%2026-06-302026-07-13

INDB INDEPENDENT BK CORP MASS49.8K shares0.00%2026-06-302026-07-13

VNLA JANUS DETROIT STR TR85.2K shares-3.49%2026-06-302026-07-13

HD HOME DEPOT INC11.7K shares1.72%2026-06-302026-07-13

Sponsored

ABT ABBOTT LABORATORIES44.7K shares-1.67%2026-06-302026-07-13

IBTK ISHARES TR197.8K shares12.64%2026-06-302026-07-13

EMR EMERSON ELEC CO27.0K shares0.81%2026-06-302026-07-13

MS MORGAN STANLEY18.4K shares-1.56%2026-06-302026-07-13

IBTJ ISHARES TR176.3K shares15.75%2026-06-302026-07-13

MASTERCARD INCORPORATED MASTERCARD INCORPORATED7.4K shares2.55%2026-06-302026-07-13

LLY ELI LILLY & CO3.1K shares-7.53%2026-06-302026-07-13

IBTI ISHARES TR165.8K shares18.66%2026-06-302026-07-13

Sponsored

ICSH ISHARES TR71.6K shares-2.17%2026-06-302026-07-13

IBTG ISHARES TR155.6K shares-3.15%2026-06-302026-07-13

IBMR ISHARES TR134.9K shares-20.62%2026-06-302026-07-13

IBDY ISHARES TR126.7K shares42.11%2026-06-302026-07-13

XLK SELECT SECTOR SPDR TR16.8K shares74.12%2026-06-302026-07-13

IBTH ISHARES TR142.0K shares21.37%2026-06-302026-07-13

DVY ISHARES TR20.1K shares12.59%2026-06-302026-07-13

GLW CORNING INC11.5K shares10.73%2026-06-302026-07-13

Sponsored

ILMN ILLUMINA INC16.6K shares-1.73%2026-06-302026-07-13

EW EDWARDS LIFESCIENCES CORP31.1K shares0.01%2026-06-302026-07-13

BND VANGUARD BD INDEX FDS38.3K sharesnew addition2026-06-302026-07-13

MCD MCDONALDS CORP10.3K shares-0.36%2026-06-302026-07-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND21.7K shares-13.32%2026-06-302026-07-13

VYM VANGUARD WHITEHALL FDS16.7K shares0.04%2026-06-302026-07-13

ITW ILLINOIS TOOL WKS INC9.6K shares0.01%2026-06-302026-07-13

ISHARES TR ISHARES TR25.8K shares86.76%2026-06-302026-07-13

Sponsored

VO VANGUARD INDEX FDS30.6K shares300.00%2026-06-302026-07-13

SPG SIMON PPTY GROUP INC NEW10.8K shares1.74%2026-06-302026-07-13

GE GE AEROSPACE6.4K shares-90.17%2026-06-302026-07-13

VB VANGUARD INDEX FDS7.5K shares0.00%2026-06-302026-07-13

QQQ INVESCO QQQ TR3.1K shares20.97%2026-06-302026-07-13

ISHARES TR ISHARES TR2.9K shares-9.07%2026-06-302026-07-13

UNP UNION PAC CORP8.1K shares5.60%2026-06-302026-07-13

COP CONOCOPHILLIPS20.7K shares3.24%2026-06-302026-07-13

Sponsored

BAC BANK OF AMER CORP36.8K shares-3.44%2026-06-302026-07-13

CL COLGATE PALMOLIVE CO22.5K shares-3.07%2026-06-302026-07-13

APPLIED MATLS INC APPLIED MATLS INC2.8K shares0.25%2026-06-302026-07-13

EAT BRINKER INTL INC12.0K shares-0.91%2026-06-302026-07-13

VEA VANGUARD TAX-MANAGED FDS28.2K shares8.40%2026-06-302026-07-13

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.6K shares1.16%2026-06-302026-07-13

MMC MARSH & MCLENNAN COS INC11.5K shares0.03%2026-06-302026-07-13

ISRG INTUITIVE SURGICAL INC4.7K shares-3.10%2026-06-302026-07-13

Sponsored

WPM WHEATON PRECIOUS METALS CORP15.7K shares-1.88%2026-06-302026-07-13

IBTL ISHARES TR86.6K shares0.35%2026-06-302026-07-13

SYY SYSCO CORP20.7K shares0.02%2026-06-302026-07-13

EEM ISHARES TR24.2K shares-34.91%2026-06-302026-07-13

MKC MCCORMICK & CO INC32.6K shares-50.85%2026-06-302026-07-13

CTAS CINTAS CORP9.5K shares0.00%2026-06-302026-07-13

GEV GE VERNOVA INC1.3K shares-91.63%2026-06-302026-07-13

IBN ICICI BANK LIMITED52.8K sharesnew addition2026-06-302026-07-13

Sponsored

HYG ISHARES TR19.1K shares59.63%2026-06-302026-07-13

IUSV ISHARES TR13.6K shares1.14%2026-06-302026-07-13

GILD GILEAD SCIENCES INC11.4K shares0.37%2026-06-302026-07-13

PAYX PAYCHEX INC14.3K shares-18.79%2026-06-302026-07-13

IJR ISHARES TR9.3K shares0.33%2026-06-302026-07-13

MAS MASCO CORP16.8K shares0.02%2026-06-302026-07-13

ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC4.5K shares7.09%2026-06-302026-07-13

MU MICRON TECHNOLOGY INC1.2K shares-9.10%2026-06-302026-07-13

Sponsored

SCI SERVICE CORP INTL17.8K shares0.00%2026-06-302026-07-13

FNV FRANCO NEV CORP6.4K shares0.00%2026-06-302026-07-13

BX BLACKSTONE INC11.4K shares-84.16%2026-06-302026-07-13

APD AIR PRODUCTS AND CHEMICALS I4.4K shares5.94%2026-06-302026-07-13

BMY BRISTOL-MYERS SQUIBB CO22.4K shares-0.52%2026-06-302026-07-13

AMGN AMGEN INC3.6K shares8.01%2026-06-302026-07-13

HSY HERSHEY CO7.1K shares0.00%2026-06-302026-07-13

PFE PFIZER INC51.6K shares-15.61%2026-06-302026-07-13

Sponsored

IJH ISHARES TR15.9K shares0.00%2026-06-302026-07-13

ADI ANALOG DEVICES INC2.8K shares10.40%2026-06-302026-07-13

CI THE CIGNA GROUP4.0K shares-12.97%2026-06-302026-07-13

XLI SELECT SECTOR SPDR TR5.9K sharesnew addition2026-06-302026-07-13

FTNT FORTINET INC6.8K shares0.06%2026-06-302026-07-13

PANW PALO ALTO NETWORKS INC3.0K shares-11.97%2026-06-302026-07-13

CSX CSX CORP21.6K shares-1.22%2026-06-302026-07-13

VTV VANGUARD INDEX FDS4.7K shares0.00%2026-06-302026-07-13

Sponsored

SHEL SHELL PLC13.1K shares0.00%2026-06-302026-07-13

3M CO 3M CO6.3K shares0.08%2026-06-302026-07-13

NEXTERA ENERGY INC NEXTERA ENERGY INC11.4K shares10.85%2026-06-302026-07-13

VRTX VERTEX PHARMACEUTICALS INC2.0K shares0.10%2026-06-302026-07-13

SOFI SOFI TECHNOLOGIES INC53.3K shares0.00%2026-06-302026-07-13

PSX PHILLIPS 665.6K shares14.03%2026-06-302026-07-13

BLK BLACKROCK INC976 shares16.19%2026-06-302026-07-13

CPNG COUPANG INC52.0K shares0.00%2026-06-302026-07-13

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL4.1K shares-1.27%2026-06-302026-07-13

DE DEERE & CO1.4K shares0.14%2026-06-302026-07-13

KLAC KLA CORP2.9K shares900.35%2026-06-302026-07-13

SBUX STARBUCKS CORP8.5K shares0.09%2026-06-302026-07-13

MO ALTRIA GROUP INC11.3K shares0.02%2026-06-302026-07-13

ESGE ISHARES INC14.4K shares-4.44%2026-06-302026-07-13

LIN LINDE PLC1.5K shares-0.40%2026-06-302026-07-13

LHX L3HARRIS TECHNOLOGIES INC2.6K shares0.00%2026-06-302026-07-13

Sponsored

TXN TEXAS INSTRS INC2.6K shares-3.55%2026-06-302026-07-13

AMD ADVANCED MICRO DEVICES INC1.3K shares-2.37%2026-06-302026-07-13

MDY STATE STR SPDR S&P MIDCAP 401.1K shares0.00%2026-06-302026-07-13

AXP AMERICAN EXPRESS CO2.2K shares1.72%2026-06-302026-07-13

NSC NORFOLK SOUTHN CORP2.3K shares0.04%2026-06-302026-07-13

VIG VANGUARD SPECIALIZED FUNDS3.0K shares-6.20%2026-06-302026-07-13

EFX EQUIFAX INC4.5K shares0.00%2026-06-302026-07-13

VUG VANGUARD INDEX FDS8.0K sharesnew addition2026-06-302026-07-13

Sponsored

YUM YUM BRANDS INC4.2K shares-0.02%2026-06-302026-07-13

EBC EASTERN BANKSHARES INC29.3K shares-6.40%2026-06-302026-07-13

CMI CUMMINS INC911 shares0.11%2026-06-302026-07-13

CACI CACI INTL INC1.4K shares0.00%2026-06-302026-07-13

Q QNITY ELECTRONICS INC3.9K shares8.07%2026-06-302026-07-13

FDX FEDEX CORP2.0K shares-0.64%2026-06-302026-07-13

ASML ASML HLDG NV311 shares-13.61%2026-06-302026-07-13

SHOP SHOPIFY INC5.4K shares-0.59%2026-06-302026-07-13

Sponsored

IWM ISHARES TR2.0K shares0.00%2026-06-302026-07-13

PM PHILIP MORRIS INTL INC3.4K shares-0.83%2026-06-302026-07-13

DRI DARDEN RESTAURANTS INC3.0K shares-13.21%2026-06-302026-07-13

EFA ISHARES TR5.8K shares0.00%2026-06-302026-07-13

WY WEYERHAEUSER CO24.7K shares-16.29%2026-06-302026-07-13

SCHD SCHWAB STRATEGIC TR18.6K shares21.04%2026-06-302026-07-13

CRM SALESFORCE INC3.7K shares0.19%2026-06-302026-07-13

ASTRAZENECA PLC ASTRAZENECA PLC2.9K shares-2.33%2026-06-302026-07-13

Sponsored

BDX BECTON DICKINSON & CO3.6K shares-0.66%2026-06-302026-07-13

KMB KIMBERLY-CLARK CORP4.9K shares-7.52%2026-06-302026-07-13

AXSM AXSOME THERAPEUTICS INC.2.2K shares0.00%2026-06-302026-07-13

LOW LOWES COS INC2.4K shares-4.52%2026-06-302026-07-13

SKE SKEENA RES LTD NEW20.0K shares0.00%2026-06-302026-07-13

CORTEVA INC CORTEVA INC6.3K shares0.05%2026-06-302026-07-13

CHD CHURCH & DWIGHT CO INC5.5K shares0.90%2026-06-302026-07-13

VZ VERIZON COMMUNICATIONS INC12.5K shares0.31%2026-06-302026-07-13

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF11.6K shares0.00%2026-06-302026-07-13

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.6K shares5.77%2026-06-302026-07-13

IRM IRON MTN INC DEL4.2K shares0.07%2026-06-302026-07-13

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares-5.22%2026-06-302026-07-13

VXF VANGUARD INDEX FDS2.0K shares0.00%2026-06-302026-07-13

DIS DISNEY WALT CO5.0K shares0.30%2026-06-302026-07-13

VANGUARD WORLD FD VANGUARD WORLD FD5.8K sharesnew addition2026-06-302026-07-13

MCO MOODYS CORP1.0K shares0.10%2026-06-302026-07-13

Sponsored

XLV SELECT SECTOR SPDR TR2.9K shares48.90%2026-06-302026-07-13

UPS UNITED PARCEL SVCS INC4.2K shares-2.78%2026-06-302026-07-13

FI FISERV INC9.0K shares-14.88%2026-06-302026-07-13

GIS GENERAL MILLS INC12.7K shares-9.92%2026-06-302026-07-13

STT STATE STR CORP2.5K shares0.04%2026-06-302026-07-13

VANECK ETF TRUST VANECK ETF TRUST5.4K shares-0.40%2026-06-302026-07-13

SHW SHERWIN WILLIAMS CO1.2K shares30.43%2026-06-302026-07-13

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC3.0K sharesnew addition2026-06-302026-07-13

Sponsored

ROST ROSS STORES INC1.9K shares-0.84%2026-06-302026-07-13

CNI CANADIAN NATL RY CO3.3K shares0.00%2026-06-302026-07-13

SLB SLB LIMITED8.4K shares0.00%2026-06-302026-07-13

CARR CARRIER GLOBAL CORPORATION5.3K shares30.60%2026-06-302026-07-13

MKL MARKEL GROUP INC190 shares0.53%2026-06-302026-07-13

SDY SPDR SERIES TRUST2.4K shares0.00%2026-06-302026-07-13

IBMT ISHARES TR14.4K shares46.53%2026-06-302026-07-13

EBAY EBAY INC.3.3K shares0.00%2026-06-302026-07-13

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC1.6K sharesnew addition2026-06-302026-07-13

AGNC INVT CORP AGNC INVT CORP32.8K shares0.00%2026-06-302026-07-13

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.6K sharesnew addition2026-06-302026-07-13

AVY AVERY DENNISON CORP2.2K shares1.47%2026-06-302026-07-13

VOT VANGUARD INDEX FDS1.2K shares-1.96%2026-06-302026-07-13

CBOE CBOE GLOBAL MKTS INC1.4K shares0.00%2026-06-302026-07-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL364 sharesnew addition2026-06-302026-07-13

UGI UGI CORP NEW10.0K shares0.00%2026-06-302026-07-13

Sponsored

NOBL PROSHARES TR6.2K shares81.22%2026-06-302026-07-13

IWR ISHARES TR3.1K shares-6.03%2026-06-302026-07-13

QCOM QUALCOMM INC1.9K shares0.05%2026-06-302026-07-13

QUANTA SVCS INC QUANTA SVCS INC469 sharesnew addition2026-06-302026-07-13

UVV UNIVERSAL CORP VA MTNS BK EN6.4K shares0.00%2026-06-302026-07-13

CMCSA COMCAST CORP NEW13.2K shares-7.70%2026-06-302026-07-13

IBHF ISHARES TR13.7K shares0.00%2026-06-302026-07-13

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.7K shares-6.77%2026-06-302026-07-13

Sponsored

UPRO PROSHARES TR2.2K shares0.00%2026-06-302026-07-13

NEOGENOMICS INC NEOGENOMICS INC21.1K shares-39.86%2026-06-302026-07-13

BP BP PLC8.3K shares0.00%2026-06-302026-07-13

DOV DOVER CORP1.3K shares-2.12%2026-06-302026-07-13

EQR EQUITY RESIDENTIAL4.3K shares0.00%2026-06-302026-07-13

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL3.1K shares0.00%2026-06-302026-07-13

SOUTHERN CO SOUTHERN CO2.9K sharesnew addition2026-06-302026-07-13

SRE SEMPRA2.8K shares0.14%2026-06-302026-07-13

Sponsored

DMLP DORCHESTER MINERALS L P10.3K shares0.00%2026-06-302026-07-13

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC2.1K shares0.00%2026-06-302026-07-13

OTIS OTIS WORLDWIDE CORP3.5K shares5.99%2026-06-302026-07-13

IWB ISHARES TR609 shares0.00%2026-06-302026-07-13

CRWV COREWEAVE INC2.5K sharesnew addition2026-06-302026-07-13

ADOBE INC ADOBE INC1.2K shares-34.03%2026-06-302026-07-13

ALGN ALIGN TECHNOLOGY INC1.4K shares0.00%2026-06-302026-07-13

BF.B BROWN FORMAN CORP8.8K shares0.00%2026-06-302026-07-13

Sponsored

DSI ISHARES TR1.6K sharesnew addition2026-06-302026-07-13

VV VANGUARD INDEX FDS650 sharesnew addition2026-06-302026-07-13

SLF SUN LIFE FINANCIAL INC.2.8K sharesnew addition2026-06-302026-07-13

LRCX LAM RESEARCH CORP501 sharesnew addition2026-06-302026-07-13

IBMS ISHARES TR8.4K sharesnew addition2026-06-302026-07-13

XLY SELECT SECTOR SPDR TR1.8K sharesnew addition2026-06-302026-07-13

DOC HEALTHPEAK PROPERTIES INC10.0K shares0.00%2026-06-302026-07-13

RRC RANGE RES CORP5.7K shares0.00%2026-06-302026-07-13

Sponsored

NKE NIKE INC5.1K shares-38.12%2026-06-302026-07-13

MPC MARATHON PETE CORP794 sharesnew addition2026-06-302026-07-13

MDLZ MONDELEZ INTL INC3.4K sharesnew addition2026-06-302026-07-13

VHI VALHI INC NEW10.0K shares0.00%2026-06-302026-07-13

VZLA VIZSLA SILVER CORP20.0K shares0.00%2026-06-302026-07-13

SNAP SNAP INC10.0K sharesnew addition2026-06-302026-07-13

VEU

VANGUARD INTL EQUITY INDEX F

1.78%

Shares2.2M

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

-6.07%

Shares494.1K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

-1.49%

Shares530.9K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

14.91%

Shares626.0K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

-1.57%

Shares274.4K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.99%

Shares178.5K

Event2026-06-30

Filed2026-07-13

APH

AMPHENOL CORP

-3.72%

Shares456.9K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

-0.51%

Shares335.8K

Event2026-06-30

Filed2026-07-13

TJX

TJX COS INC NEW

-3.38%

Shares411.4K

Event2026-06-30

Filed2026-07-13

VISA INC

-1.70%

Shares177.4K

Event2026-06-30

Filed2026-07-13

VOO

VANGUARD INDEX FDS

19.36%

Shares87.9K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

-1.83%

Shares99.2K

Event2026-06-30

Filed2026-07-13

ECL

ECOLAB INC

-3.33%

Shares174.6K

Event2026-06-30

Filed2026-07-13

ORLY

OREILLY AUTOMOTIVE INC

-1.78%

Shares495.2K

Event2026-06-30

Filed2026-07-13

S&P GLOBAL INC

-4.03%

Shares99.5K

Event2026-06-30

Filed2026-07-13

SYK

STRYKER CORPORATION

2.10%

Shares124.6K

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC

-4.31%

Shares333.9K

Event2026-06-30

Filed2026-07-13

IBDR

ISHARES TR

12.65%

Shares1.5M

Event2026-06-30

Filed2026-07-13

TMO

THERMO FISHER SCIENTIFIC INC

-3.96%

Shares69.8K

Event2026-06-30

Filed2026-07-13

TEL

TE CONNECTIVITY PLC

-5.57%

Shares170.8K

Event2026-06-30

Filed2026-07-13

WSO

WATSCO INC

-3.21%

Shares80.5K

Event2026-06-30

Filed2026-07-13

DHR

DANAHER CORP DEL

-4.64%

Shares174.0K

Event2026-06-30

Filed2026-07-13

IBDT

ISHARES TR

6.41%

Shares1.3M

Event2026-06-30

Filed2026-07-13

IBDS

ISHARES TR

5.28%

Shares1.3M

Event2026-06-30

Filed2026-07-13

CHUBB LIMITED

-4.08%

Shares94.1K

Event2026-06-30

Filed2026-07-13

TDG

TRANSDIGM GROUP INC

0.94%

Shares21.0K

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION

-6.58%

Shares160.2K

Event2026-06-30

Filed2026-07-13

ORACLE CORP

3048.44%

Shares177.6K

Event2026-06-30

Filed2026-07-13

IBDU

ISHARES TR

10.12%

Shares1.1M

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION

4.43%

Shares26.9K

Event2026-06-30

Filed2026-07-13

AWK

AMERICAN WTR WKS CO INC NEW

-3.44%

Shares190.6K

Event2026-06-30

Filed2026-07-13

IDEXX LABS INC

-1.48%

Shares46.8K

Event2026-06-30

Filed2026-07-13

NBIS

NEBIUS GROUP N.V.

-26.45%

Shares86.5K

Event2026-06-30

Filed2026-07-13

ADP

AUTOMATIC DATA PROCESSING IN

-0.64%

Shares105.4K

Event2026-06-30

Filed2026-07-13

REGN

REGENERON PHARMACEUTICALS

-5.52%

Shares37.2K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC

2371.42%

Shares53.2K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

-0.42%

Shares87.7K

Event2026-06-30

Filed2026-07-13

IBDV

ISHARES TR

15.89%

Shares1.0M

Event2026-06-30

Filed2026-07-13

TPL

TEXAS PACIFIC LAND CORPORATI

0.10%

Shares49.8K

Event2026-06-30

Filed2026-07-13

SERVICENOW INC

11.66%

Shares215.6K

Event2026-06-30

Filed2026-07-13

ESGD

ISHARES TR

-0.03%

Shares203.8K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

3.40%

Shares27.8K

Event2026-06-30

Filed2026-07-13

EXXON MOBIL CORP

-2.65%

Shares149.1K

Event2026-06-30

Filed2026-07-13

COMM

VISTANCE NETWORKS INC

1787.65%

Shares1.6M

Event2026-06-30

Filed2026-07-13

MELI

MERCADOLIBRE INC

-18.65%

Shares11.7K

Event2026-06-30

Filed2026-07-13

KNSL

KINSALE CAP GROUP INC

-14.26%

Shares58.9K

Event2026-06-30

Filed2026-07-13

PROCTER & GAMBLE CO

-6.44%

Shares125.5K

Event2026-06-30

Filed2026-07-13

UBER

UBER TECHNOLOGIES INC

-2.99%

Shares251.1K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

-0.04%

Shares47.0K

Event2026-06-30

Filed2026-07-13

XLE

SELECT SECTOR SPDR TR

8.06%

Shares309.9K

Event2026-06-30

Filed2026-07-13

RSP

INVESCO EXCHANGE TRADED FD T

102.83%

Shares77.1K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

527.13%

Shares39.7K

Event2026-06-30

Filed2026-07-13

IBDW

ISHARES TR

31.49%

Shares684.9K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

-1.63%

Shares38.6K

Event2026-06-30

Filed2026-07-13

IXUS

ISHARES TR

-16.47%

Shares132.3K

Event2026-06-30

Filed2026-07-13

AME

AMETEK INC

New

Shares47.0K

Event2026-06-30

Filed2026-07-13

TRNO

TERRENO RLTY CORP

2.50%

Shares171.8K

Event2026-06-30

Filed2026-07-13

IAUM

ISHARES GOLD TRUST MICRO

-2.53%

Shares268.1K

Event2026-06-30

Filed2026-07-13

SNPS

SYNOPSYS INC

2.16%

Shares22.4K

Event2026-06-30

Filed2026-07-13

NETFLIX INC.

489.13%

Shares139.5K

Event2026-06-30

Filed2026-07-13

IBMQ

ISHARES TR

-9.23%

Shares375.3K

Event2026-06-30

Filed2026-07-13

AMT

AMERICAN TOWER CORP

-40.89%

Shares54.4K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

28.39%

Shares22.7K

Event2026-06-30

Filed2026-07-13

MINT

PIMCO ETF TR

-8.26%

Shares80.4K

Event2026-06-30

Filed2026-07-13

GLD

SPDR GOLD TR

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-13

ABBVIE INC

-0.09%

Shares29.6K

Event2026-06-30

Filed2026-07-13

PSNL

PERSONALIS INC

1.56%

Shares555.6K

Event2026-06-30

Filed2026-07-13

COCA COLA CO

0.31%

Shares90.8K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

-0.39%

Shares6.7K

Event2026-06-30

Filed2026-07-13

IBDX

ISHARES TR

35.95%

Shares252.9K

Event2026-06-30

Filed2026-07-13

IBMP

ISHARES TR

1.94%

Shares247.5K

Event2026-06-30

Filed2026-07-13

LDUR

PIMCO ETF TR

-8.80%

Shares64.3K

Event2026-06-30

Filed2026-07-13

USFD

US FOODS HLDG CORP

New

Shares60.0K

Event2026-06-30

Filed2026-07-13

INTC

INTEL CORP

17.07%

Shares43.3K

Event2026-06-30

Filed2026-07-13

MRK

MERCK & CO INC

-0.83%

Shares45.8K

Event2026-06-30

Filed2026-07-13

CISCO SYS INC

-2.73%

Shares47.2K

Event2026-06-30

Filed2026-07-13

ETN

EATON CORP PLC

-3.02%

Shares12.7K

Event2026-06-30

Filed2026-07-13

PEP

PEPSICO INC

-2.15%

Shares34.5K

Event2026-06-30

Filed2026-07-13

IWF

ISHARES TR

300.00%

Shares36.4K

Event2026-06-30

Filed2026-07-13

IAU

ISHARES GOLD TR

12.24%

Shares59.5K

Event2026-06-30

Filed2026-07-13

IBMO

ISHARES TR

-5.16%

Shares174.7K

Event2026-06-30

Filed2026-07-13

IBM

INTERNATIONAL BUSINESS MACHS

0.15%

Shares15.8K

Event2026-06-30

Filed2026-07-13

VWO

VANGUARD INTL EQUITY INDEX F

12.75%

Shares74.3K

Event2026-06-30

Filed2026-07-13

NUE

NUCOR CORP

-0.35%

Shares19.8K

Event2026-06-30

Filed2026-07-13

RTX CORPORATION

0.02%

Shares22.4K

Event2026-06-30

Filed2026-07-13

INDB

INDEPENDENT BK CORP MASS

0.00%

Shares49.8K

Event2026-06-30

Filed2026-07-13

VNLA

JANUS DETROIT STR TR

-3.49%

Shares85.2K

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC

1.72%

Shares11.7K

Event2026-06-30

Filed2026-07-13

ABT

ABBOTT LABORATORIES

-1.67%

Shares44.7K

Event2026-06-30

Filed2026-07-13

IBTK

ISHARES TR

12.64%

Shares197.8K

Event2026-06-30

Filed2026-07-13

EMR

EMERSON ELEC CO

0.81%

Shares27.0K

Event2026-06-30

Filed2026-07-13

MORGAN STANLEY

-1.56%

Shares18.4K

Event2026-06-30

Filed2026-07-13

IBTJ

ISHARES TR

15.75%

Shares176.3K

Event2026-06-30

Filed2026-07-13

MASTERCARD INCORPORATED

2.55%

Shares7.4K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

-7.53%

Shares3.1K

Event2026-06-30

Filed2026-07-13

IBTI

ISHARES TR

18.66%

Shares165.8K

Event2026-06-30

Filed2026-07-13

ICSH

ISHARES TR

-2.17%

Shares71.6K

Event2026-06-30

Filed2026-07-13

IBTG

ISHARES TR

-3.15%

Shares155.6K

Event2026-06-30

Filed2026-07-13

IBMR

ISHARES TR

-20.62%

Shares134.9K

Event2026-06-30

Filed2026-07-13

IBDY

ISHARES TR

42.11%

Shares126.7K

Event2026-06-30

Filed2026-07-13

XLK

SELECT SECTOR SPDR TR

74.12%

Shares16.8K

Event2026-06-30

Filed2026-07-13

IBTH

ISHARES TR

21.37%

Shares142.0K

Event2026-06-30

Filed2026-07-13

DVY

ISHARES TR

12.59%

Shares20.1K

Event2026-06-30

Filed2026-07-13

GLW

CORNING INC

10.73%

Shares11.5K

Event2026-06-30

Filed2026-07-13

ILMN

ILLUMINA INC

-1.73%

Shares16.6K

Event2026-06-30

Filed2026-07-13

EDWARDS LIFESCIENCES CORP

0.01%

Shares31.1K

Event2026-06-30

Filed2026-07-13

BND

VANGUARD BD INDEX FDS

New

Shares38.3K

Event2026-06-30

Filed2026-07-13

MCD

MCDONALDS CORP

-0.36%

Shares10.3K

Event2026-06-30

Filed2026-07-13

ACCENTURE PLC IRELAND

-13.32%

Shares21.7K

Event2026-06-30

Filed2026-07-13

VYM

VANGUARD WHITEHALL FDS

0.04%

Shares16.7K

Event2026-06-30

Filed2026-07-13

ITW

ILLINOIS TOOL WKS INC

0.01%

Shares9.6K

Event2026-06-30

Filed2026-07-13

ISHARES TR

86.76%

Shares25.8K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

300.00%

Shares30.6K

Event2026-06-30

Filed2026-07-13

SPG

SIMON PPTY GROUP INC NEW

1.74%

Shares10.8K

Event2026-06-30

Filed2026-07-13

GE AEROSPACE

-90.17%

Shares6.4K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TR

20.97%

Shares3.1K

Event2026-06-30

Filed2026-07-13

ISHARES TR

-9.07%

Shares2.9K

Event2026-06-30

Filed2026-07-13

UNP

UNION PAC CORP

5.60%

Shares8.1K

Event2026-06-30

Filed2026-07-13

COP

CONOCOPHILLIPS

3.24%

Shares20.7K

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMER CORP

-3.44%

Shares36.8K

Event2026-06-30

Filed2026-07-13

COLGATE PALMOLIVE CO

-3.07%

Shares22.5K

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC

0.25%

Shares2.8K

Event2026-06-30

Filed2026-07-13

EAT

BRINKER INTL INC

-0.91%

Shares12.0K

Event2026-06-30

Filed2026-07-13

VEA

VANGUARD TAX-MANAGED FDS

8.40%

Shares28.2K

Event2026-06-30

Filed2026-07-13

CROWDSTRIKE HLDGS INC

1.16%

Shares2.6K

Event2026-06-30

Filed2026-07-13

MMC

MARSH & MCLENNAN COS INC

0.03%

Shares11.5K

Event2026-06-30

Filed2026-07-13

ISRG

INTUITIVE SURGICAL INC

-3.10%

Shares4.7K

Event2026-06-30

Filed2026-07-13

WPM

WHEATON PRECIOUS METALS CORP

-1.88%

Shares15.7K

Event2026-06-30

Filed2026-07-13

IBTL

ISHARES TR

0.35%

Shares86.6K

Event2026-06-30

Filed2026-07-13

SYY

SYSCO CORP

0.02%

Shares20.7K

Event2026-06-30

Filed2026-07-13

EEM

ISHARES TR

-34.91%

Shares24.2K

Event2026-06-30

Filed2026-07-13

MKC

MCCORMICK & CO INC

-50.85%

Shares32.6K

Event2026-06-30

Filed2026-07-13

CTAS

CINTAS CORP

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-13

GEV

GE VERNOVA INC

-91.63%

Shares1.3K

Event2026-06-30

Filed2026-07-13

IBN

ICICI BANK LIMITED

New

Shares52.8K

Event2026-06-30

Filed2026-07-13

HYG

ISHARES TR

59.63%

Shares19.1K

Event2026-06-30

Filed2026-07-13

IUSV

ISHARES TR

1.14%

Shares13.6K

Event2026-06-30

Filed2026-07-13

GILD

GILEAD SCIENCES INC

0.37%

Shares11.4K

Event2026-06-30

Filed2026-07-13

PAYX

PAYCHEX INC

-18.79%

Shares14.3K

Event2026-06-30

Filed2026-07-13

IJR

ISHARES TR

0.33%

Shares9.3K

Event2026-06-30

Filed2026-07-13

MAS

MASCO CORP

0.02%

Shares16.8K

Event2026-06-30

Filed2026-07-13

ALNYLAM PHARMACEUTICALS INC

7.09%

Shares4.5K

Event2026-06-30

Filed2026-07-13

MICRON TECHNOLOGY INC

-9.10%

Shares1.2K

Event2026-06-30

Filed2026-07-13

SCI

SERVICE CORP INTL

0.00%

Shares17.8K

Event2026-06-30

Filed2026-07-13

FNV

FRANCO NEV CORP

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-13

BLACKSTONE INC

-84.16%

Shares11.4K

Event2026-06-30

Filed2026-07-13

APD

AIR PRODUCTS AND CHEMICALS I

5.94%

Shares4.4K

Event2026-06-30

Filed2026-07-13

BMY

BRISTOL-MYERS SQUIBB CO

-0.52%

Shares22.4K

Event2026-06-30

Filed2026-07-13

AMGN

AMGEN INC

8.01%

Shares3.6K

Event2026-06-30

Filed2026-07-13

HSY

HERSHEY CO

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-13

PFE

PFIZER INC

-15.61%

Shares51.6K

Event2026-06-30

Filed2026-07-13

IJH

ISHARES TR

0.00%

Shares15.9K

Event2026-06-30

Filed2026-07-13

ADI

ANALOG DEVICES INC

10.40%

Shares2.8K

Event2026-06-30

Filed2026-07-13

THE CIGNA GROUP

-12.97%

Shares4.0K

Event2026-06-30

Filed2026-07-13

XLI

SELECT SECTOR SPDR TR

New

Shares5.9K

Event2026-06-30

Filed2026-07-13

FTNT

FORTINET INC

0.06%

Shares6.8K

Event2026-06-30

Filed2026-07-13

PANW

PALO ALTO NETWORKS INC

-11.97%

Shares3.0K

Event2026-06-30

Filed2026-07-13

CSX

CSX CORP

-1.22%

Shares21.6K

Event2026-06-30

Filed2026-07-13

VTV

VANGUARD INDEX FDS

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-13

SHEL

SHELL PLC

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-13

3M CO

0.08%

Shares6.3K

Event2026-06-30

Filed2026-07-13

NEXTERA ENERGY INC

10.85%

Shares11.4K

Event2026-06-30

Filed2026-07-13

VRTX

VERTEX PHARMACEUTICALS INC

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-13

SOFI

SOFI TECHNOLOGIES INC

0.00%

Shares53.3K

Event2026-06-30

Filed2026-07-13

PSX

PHILLIPS 66

14.03%

Shares5.6K

Event2026-06-30

Filed2026-07-13

BLK

BLACKROCK INC

16.19%

Shares976

Event2026-06-30

Filed2026-07-13

CPNG

COUPANG INC

0.00%

Shares52.0K

Event2026-06-30

Filed2026-07-13

WASTE MGMT INC DEL

-1.27%

Shares4.1K

Event2026-06-30

Filed2026-07-13

DEERE & CO

0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-13

KLAC

KLA CORP

900.35%

Shares2.9K

Event2026-06-30

Filed2026-07-13

SBUX

STARBUCKS CORP

0.09%

Shares8.5K

Event2026-06-30

Filed2026-07-13

ALTRIA GROUP INC

0.02%

Shares11.3K

Event2026-06-30

Filed2026-07-13

ESGE

ISHARES INC

-4.44%

Shares14.4K

Event2026-06-30

Filed2026-07-13

LIN

LINDE PLC

-0.40%

Shares1.5K

Event2026-06-30

Filed2026-07-13

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-13

TXN

TEXAS INSTRS INC

-3.55%

Shares2.6K

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

-2.37%

Shares1.3K

Event2026-06-30

Filed2026-07-13

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

AXP

AMERICAN EXPRESS CO

1.72%

Shares2.2K

Event2026-06-30

Filed2026-07-13

NSC

NORFOLK SOUTHN CORP

0.04%

Shares2.3K

Event2026-06-30

Filed2026-07-13

VIG

VANGUARD SPECIALIZED FUNDS

-6.20%

Shares3.0K

Event2026-06-30

Filed2026-07-13

EFX

EQUIFAX INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-13

VUG

VANGUARD INDEX FDS

New

Shares8.0K

Event2026-06-30

Filed2026-07-13

YUM

YUM BRANDS INC

-0.02%

Shares4.2K

Event2026-06-30

Filed2026-07-13

EBC

EASTERN BANKSHARES INC

-6.40%

Shares29.3K

Event2026-06-30

Filed2026-07-13

CMI

CUMMINS INC

0.11%

Shares911

Event2026-06-30

Filed2026-07-13

CACI

CACI INTL INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

QNITY ELECTRONICS INC

8.07%

Shares3.9K

Event2026-06-30

Filed2026-07-13

FDX

FEDEX CORP

-0.64%

Shares2.0K

Event2026-06-30

Filed2026-07-13

ASML

ASML HLDG NV

-13.61%

Shares311

Event2026-06-30

Filed2026-07-13

SHOP

SHOPIFY INC

-0.59%

Shares5.4K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

PHILIP MORRIS INTL INC

-0.83%

Shares3.4K

Event2026-06-30

Filed2026-07-13

DRI

DARDEN RESTAURANTS INC

-13.21%

Shares3.0K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-13

WEYERHAEUSER CO

-16.29%

Shares24.7K

Event2026-06-30

Filed2026-07-13

SCHD

SCHWAB STRATEGIC TR

21.04%

Shares18.6K

Event2026-06-30

Filed2026-07-13

CRM

SALESFORCE INC

0.19%

Shares3.7K

Event2026-06-30

Filed2026-07-13

ASTRAZENECA PLC

-2.33%

Shares2.9K

Event2026-06-30

Filed2026-07-13

BDX

BECTON DICKINSON & CO

-0.66%

Shares3.6K

Event2026-06-30

Filed2026-07-13

KMB

KIMBERLY-CLARK CORP

-7.52%

Shares4.9K

Event2026-06-30

Filed2026-07-13

AXSM

AXSOME THERAPEUTICS INC.

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-13

LOW

LOWES COS INC

-4.52%

Shares2.4K

Event2026-06-30

Filed2026-07-13

SKE

SKEENA RES LTD NEW

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-13

CORTEVA INC

0.05%

Shares6.3K

Event2026-06-30

Filed2026-07-13

CHD

CHURCH & DWIGHT CO INC

0.90%

Shares5.5K

Event2026-06-30

Filed2026-07-13

VERIZON COMMUNICATIONS INC

0.31%

Shares12.5K

Event2026-06-30

Filed2026-07-13

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-13

TRAVELERS COMPANIES INC

5.77%

Shares1.6K

Event2026-06-30

Filed2026-07-13

IRM

IRON MTN INC DEL

0.07%

Shares4.2K

Event2026-06-30

Filed2026-07-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-5.22%

Shares1.1K

Event2026-06-30

Filed2026-07-13

VXF

VANGUARD INDEX FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

DIS

DISNEY WALT CO

0.30%

Shares5.0K

Event2026-06-30

Filed2026-07-13

VANGUARD WORLD FD

New

Shares5.8K

Event2026-06-30

Filed2026-07-13

MCO

MOODYS CORP

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-13

XLV

SELECT SECTOR SPDR TR

48.90%

Shares2.9K

Event2026-06-30

Filed2026-07-13

UPS

UNITED PARCEL SVCS INC

-2.78%

Shares4.2K

Event2026-06-30

Filed2026-07-13

FISERV INC

-14.88%

Shares9.0K

Event2026-06-30

Filed2026-07-13

GIS

GENERAL MILLS INC

-9.92%

Shares12.7K

Event2026-06-30

Filed2026-07-13

STT

STATE STR CORP

0.04%

Shares2.5K

Event2026-06-30

Filed2026-07-13

VANECK ETF TRUST

-0.40%

Shares5.4K

Event2026-06-30

Filed2026-07-13

SHW

SHERWIN WILLIAMS CO

30.43%

Shares1.2K

Event2026-06-30

Filed2026-07-13

DUPONT DE NEMOURS INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-13

ROST

ROSS STORES INC

-0.84%

Shares1.9K

Event2026-06-30

Filed2026-07-13

CNI

CANADIAN NATL RY CO

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-13

SLB

SLB LIMITED

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-13

CARR

CARRIER GLOBAL CORPORATION

30.60%

Shares5.3K

Event2026-06-30

Filed2026-07-13

MKL

MARKEL GROUP INC

0.53%

Shares190

Event2026-06-30

Filed2026-07-13

SDY

SPDR SERIES TRUST

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-13

IBMT

ISHARES TR

46.53%

Shares14.4K

Event2026-06-30

Filed2026-07-13

EBAY

EBAY INC.

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-13

HONEYWELL INTL INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-13

AGNC INVT CORP

0.00%

Shares32.8K

Event2026-06-30

Filed2026-07-13

HONEYWELL AEROSPACE INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-13

AVY

AVERY DENNISON CORP

1.47%

Shares2.2K

Event2026-06-30

Filed2026-07-13

VOT

VANGUARD INDEX FDS

-1.96%

Shares1.2K

Event2026-06-30

Filed2026-07-13

CBOE

CBOE GLOBAL MKTS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares364

Event2026-06-30

Filed2026-07-13

UGI

UGI CORP NEW

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-13

NOBL

PROSHARES TR

81.22%

Shares6.2K

Event2026-06-30

Filed2026-07-13

IWR

ISHARES TR

-6.03%

Shares3.1K

Event2026-06-30

Filed2026-07-13

QCOM

QUALCOMM INC

0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-13

QUANTA SVCS INC

New

Shares469

Event2026-06-30

Filed2026-07-13

UVV

UNIVERSAL CORP VA MTNS BK EN

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-13

CMCSA

COMCAST CORP NEW

-7.70%

Shares13.2K

Event2026-06-30

Filed2026-07-13

IBHF

ISHARES TR

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-13

PALANTIR TECHNOLOGIES INC

-6.77%

Shares2.7K

Event2026-06-30

Filed2026-07-13

UPRO

PROSHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-13

NEOGENOMICS INC

-39.86%

Shares21.1K

Event2026-06-30

Filed2026-07-13

BP PLC

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-13

DOV

DOVER CORP

-2.12%

Shares1.3K

Event2026-06-30

Filed2026-07-13

EQR

EQUITY RESIDENTIAL

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-13

LIBERTY MEDIA CORP DEL

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-13

SOUTHERN CO

New

Shares2.9K

Event2026-06-30

Filed2026-07-13

SRE

SEMPRA

0.14%

Shares2.8K

Event2026-06-30

Filed2026-07-13

DMLP

DORCHESTER MINERALS L P

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-13

AKAMAI TECHNOLOGIES INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

OTIS

OTIS WORLDWIDE CORP

5.99%

Shares3.5K

Event2026-06-30

Filed2026-07-13

IWB

ISHARES TR

0.00%

Shares609

Event2026-06-30

Filed2026-07-13

CRWV

COREWEAVE INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-13

ADOBE INC

-34.03%

Shares1.2K

Event2026-06-30

Filed2026-07-13

ALGN

ALIGN TECHNOLOGY INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

BF.B

BROWN FORMAN CORP

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-13

DSI

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

New

Shares650

Event2026-06-30

Filed2026-07-13

SLF

SUN LIFE FINANCIAL INC.

New

Shares2.8K

Event2026-06-30

Filed2026-07-13

LRCX

LAM RESEARCH CORP

New

Shares501

Event2026-06-30

Filed2026-07-13

IBMS

ISHARES TR

New

Shares8.4K

Event2026-06-30

Filed2026-07-13

XLY

SELECT SECTOR SPDR TR

New

Shares1.8K

Event2026-06-30

Filed2026-07-13

DOC

HEALTHPEAK PROPERTIES INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-13

RRC

RANGE RES CORP

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-13

NKE

NIKE INC

-38.12%

Shares5.1K

Event2026-06-30

Filed2026-07-13

MPC

MARATHON PETE CORP

New

Shares794

Event2026-06-30

Filed2026-07-13

MDLZ

MONDELEZ INTL INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-13

VHI

VALHI INC NEW

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-13

VZLA

VIZSLA SILVER CORP

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-13

SNAP

SNAP INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available