Sponsored

The Analysis of Hummer Financial Advisory Services Inc's Holdings & P&L

Currently, Hummer Financial Advisory Services Inc holds 129 types of securities in its portfolio with a total value $141.4M. In the most recent quarter, they have increased their positions in ESLT (+1.3K shares, valued at $1.1M), GMMF (+5.1K shares, valued at $512.7K), NFLX (+4.0K shares, valued at $381.7K); decreased their positions in PH (-160 shares, valued at $143.2K), AMZN (-350 shares, valued at $72.9K), N/A (-96 shares, valued at $57.4K); initiated new positions in ESLT (+1.3K shares, valued at $1.1M), NFLX (+4.0K shares, valued at $381.7K), AMAT (+750 shares, valued at $256.3K).

1M P&L

+4.4M+3.36%

3M P&L

+4.8M+3.68%

HY P&L

+12.2M+9.90%

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/A49.4M

41.3%

2Internet Retail7.0M

5.8%

3Drug Manufacturers - General6.2M

5.2%

Top Industries by Stock Count

1N/A21 stocks

18.4%

2Drug Manufacturers - General6 stocks

5.3%

3Aerospace & Defense5 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T33.6K shares0.92%2026-03-312026-04-08

MDY STATE STR SPDR S&P MIDCAP 4017.2K shares0.56%2026-03-312026-04-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND50.9K shares0.00%2026-03-312026-04-08

AMZN AMAZON COM INC33.6K shares-1.03%2026-03-312026-04-08

GWW WW GRAINGER INC3.4K shares6.32%2026-03-312026-04-08

GMMF BLACKROCK ETF TRUST32.0K shares18.96%2026-03-312026-04-08

VB VANGUARD INDEX FDS11.8K shares1.51%2026-03-312026-04-08

XOM EXXON MOBIL CORP16.6K shares4.09%2026-03-312026-04-08

Sponsored

JPM JPMORGAN CHASE & CO8.7K shares6.27%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON10.4K shares1.31%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR4.4K shares0.44%2026-03-312026-04-08

ALPHABET INC ALPHABET INC8.4K shares4.03%2026-03-312026-04-08

MSFT MICROSOFT CORP6.2K shares0.32%2026-03-312026-04-08

SNA SNAP ON INC5.6K shares3.70%2026-03-312026-04-08

IVV ISHARES TR2.8K shares2.21%2026-03-312026-04-08

ABBV ABBVIE INC8.2K shares0.00%2026-03-312026-04-08

Sponsored

PG PROCTER & GAMBLE CO12.1K shares2.09%2026-03-312026-04-08

PMMF BLACKROCK ETF TRUST16.0K shares28.00%2026-03-312026-04-08

ADSK AUTODESK INC6.2K shares0.00%2026-03-312026-04-08

RPM RPM INTL INC14.8K shares3.54%2026-03-312026-04-08

RTX RTX CORPORATION7.2K shares0.70%2026-03-312026-04-08

WEC ENERGY GROUP INC WEC ENERGY GROUP INC11.6K shares0.00%2026-03-312026-04-08

AAPL APPLE INC5.1K shares1.09%2026-03-312026-04-08

VGSH VANGUARD SCOTTSDALE FDS20.0K shares0.00%2026-03-312026-04-08

Sponsored

MPC MARATHON PETE CORP4.7K shares0.00%2026-03-312026-04-08

LLY ELI LILLY & CO1.2K shares0.81%2026-03-312026-04-08

ALPHABET INC ALPHABET INC3.8K shares0.00%2026-03-312026-04-08

ESLT ELBIT SYS LTD1.3K sharesnew addition2026-03-312026-04-08

HD HOME DEPOT INC3.3K shares0.00%2026-03-312026-04-08

ADP AUTOMATIC DATA PROCESSING IN5.0K shares4.21%2026-03-312026-04-08

PH PARKER-HANNIFIN CORP1.1K shares-13.11%2026-03-312026-04-08

CTAS CINTAS CORP5.6K shares0.00%2026-03-312026-04-08

Sponsored

CVX CHEVRON CORPORATION4.5K shares0.00%2026-03-312026-04-08

PSA PUBLIC STORAGE OPER CO3.2K shares0.00%2026-03-312026-04-08

VRT VERTIV HOLDINGS CO3.5K shares0.00%2026-03-312026-04-08

MMM 3M CO5.7K shares2.35%2026-03-312026-04-08

MCD MCDONALDS CORP2.6K shares0.00%2026-03-312026-04-08

QCOM QUALCOMM INC6.4K shares0.00%2026-03-312026-04-08

ABT ABBOTT LABORATORIES7.9K shares0.00%2026-03-312026-04-08

NVDA NVIDIA CORPORATION4.6K shares0.00%2026-03-312026-04-08

Sponsored

CPT CAMDEN PPTY TR7.9K shares5.21%2026-03-312026-04-08

EXR EXTRA SPACE STORAGE INC5.9K shares0.00%2026-03-312026-04-08

CSCO CISCO SYS INC9.9K shares1.34%2026-03-312026-04-08

BLACKROCK INC BLACKROCK INC785 shares0.00%2026-03-312026-04-08

WMT WALMART INC5.8K shares0.35%2026-03-312026-04-08

VO VANGUARD INDEX FDS2.4K shares6.52%2026-03-312026-04-08

DTE DTE ENERGY CO4.4K shares4.75%2026-03-312026-04-08

EMR EMERSON ELEC CO5.0K shares4.21%2026-03-312026-04-08

Sponsored

TSLA TESLA INC1.7K shares0.00%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC5.3K shares1.93%2026-03-312026-04-08

ITW ILLINOIS TOOL WKS INC2.4K shares0.00%2026-03-312026-04-08

SCUS SCHWAB STRATEGIC TR24.8K shares0.00%2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.5K shares0.00%2026-03-312026-04-08

IJH ISHARES TR8.5K shares0.00%2026-03-312026-04-08

AON PLC AON PLC1.7K shares0.00%2026-03-312026-04-08

MUB ISHARES TR5.0K shares0.00%2026-03-312026-04-08

Sponsored

BIL SPDR SERIES TRUST5.7K shares9.62%2026-03-312026-04-08

MCK MCKESSON CORP600 shares0.00%2026-03-312026-04-08

HON HONEYWELL INTL INC2.3K shares9.71%2026-03-312026-04-08

AVY AVERY DENNISON CORP2.9K shares0.00%2026-03-312026-04-08

MMKT TEXAS CAPITAL FUNDS TRUST5.0K shares0.00%2026-03-312026-04-08

AVAV AEROVIRONMENT INC2.7K shares0.00%2026-03-312026-04-08

IWM ISHARES TR2.0K shares0.00%2026-03-312026-04-08

VTEB VANGUARD MUN BD FDS9.6K shares0.00%2026-03-312026-04-08

Sponsored

AMD ADVANCED MICRO DEVICES INC2.4K shares0.00%2026-03-312026-04-08

NEE NEXTERA ENERGY INC5.1K shares0.00%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE1.6K shares0.74%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS1.9K shares-7.31%2026-03-312026-04-08

KLAC KLA CORP300 shares0.00%2026-03-312026-04-08

SO SOUTHERN CO4.5K shares0.00%2026-03-312026-04-08

USB US BANCORP8.0K shares0.00%2026-03-312026-04-08

ALL ALLSTATE CORP2.0K shares-4.79%2026-03-312026-04-08

Sponsored

ITM VANECK ETF TRUST8.8K shares0.00%2026-03-312026-04-08

CAH CARDINAL HEALTH INC1.9K shares0.00%2026-03-312026-04-08

UDR UDR INC11.7K shares4.83%2026-03-312026-04-08

COP CONOCOPHILLIPS3.0K shares0.00%2026-03-312026-04-08

NFLX NETFLIX INC.4.0K sharesnew addition2026-03-312026-04-08

LHX L3HARRIS TECHNOLOGIES INC1.1K shares0.00%2026-03-312026-04-08

SYK STRYKER CORPORATION1.1K shares0.00%2026-03-312026-04-08

KR KROGER CO5.1K shares0.00%2026-03-312026-04-08

Sponsored

NET CLOUDFLARE INC1.8K shares9.09%2026-03-312026-04-08

D DOMINION ENERGY INC6.0K shares0.00%2026-03-312026-04-08

INTC INTEL CORP8.2K shares0.00%2026-03-312026-04-08

BAC BANK AMERICA CORP7.3K shares1.03%2026-03-312026-04-08

ORI OLD REP INTL CORP8.9K shares0.00%2026-03-312026-04-08

GEV GE VERNOVA INC404 shares0.75%2026-03-312026-04-08

LNT ALLIANT ENERGY CORP4.7K shares6.82%2026-03-312026-04-08

STERIS PLC STERIS PLC1.5K shares0.00%2026-03-312026-04-08

Sponsored

GLW CORNING INC2.3K shares0.00%2026-03-312026-04-08

DHR DANAHER CORP DEL1.6K shares3.42%2026-03-312026-04-08

SHOP SHOPIFY INC2.6K shares0.00%2026-03-312026-04-08

STT STATE STR CORP2.4K shares0.00%2026-03-312026-04-08

DTM DT MIDSTREAM INC2.2K shares4.75%2026-03-312026-04-08

TMO THERMO FISHER SCIENTIFIC INC605 shares4.67%2026-03-312026-04-08

NVS NOVARTIS AG1.9K shares0.00%2026-03-312026-04-08

DLR DIGITAL RLTY TR INC1.6K shares0.00%2026-03-312026-04-08

Sponsored

INTU INTUIT640 shares0.00%2026-03-312026-04-08

UNILEVER PLC UNILEVER PLC4.8K shares-0.08%2026-03-312026-04-08

ASTS AST SPACEMOBILE INC3.3K shares0.00%2026-03-312026-04-08

NTRS NORTHERN TR CORP1.9K shares0.00%2026-03-312026-04-08

BBH VANECK ETF TRUST1.4K shares3.68%2026-03-312026-04-08

BMY BRISTOL-MYERS SQUIBB CO4.3K shares0.00%2026-03-312026-04-08

AMAT APPLIED MATLS INC750 sharesnew addition2026-03-312026-04-08

BOXX EA SERIES TRUST2.2K shares0.00%2026-03-312026-04-08

Sponsored

BK BANK NEW YORK MELLON CORP2.1K shares0.00%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC1.7K shares0.00%2026-03-312026-04-08

GSLC GOLDMAN SACHS ETF TR2.0K shares0.00%2026-03-312026-04-08

WFC WELLS FARGO & CO3.1K shares0.00%2026-03-312026-04-08

BRX BRIXMOR PPTY GROUP INC8.6K shares0.00%2026-03-312026-04-08

DOV DOVER CORP1.2K shares0.00%2026-03-312026-04-08

MKC MCCORMICK & CO INC4.8K shares0.00%2026-03-312026-04-08

SHEL SHELL PLC2.6K sharesnew addition2026-03-312026-04-08

Sponsored

TGT TARGET CORP1.9K sharesnew addition2026-03-312026-04-08

SXI STANDEX INTL CORP900 sharesnew addition2026-03-312026-04-08

THE CIGNA GROUP THE CIGNA GROUP841 shares0.00%2026-03-312026-04-08

KMB KIMBERLY-CLARK CORP2.3K shares-4.23%2026-03-312026-04-08

CLX CLOROX CO DEL2.1K shares0.00%2026-03-312026-04-08

BP BP PLC4.7K sharesnew addition2026-03-312026-04-08

WMB WILLIAMS COS INC3.0K sharesnew addition2026-03-312026-04-08

SYY SYSCO CORP3.0K shares0.00%2026-03-312026-04-08

Sponsored

GPC GENUINE PARTS CO2.0K shares0.00%2026-03-312026-04-08

PFE PFIZER INC7.6K sharesnew addition2026-03-312026-04-08

TFX TELEFLEX INCORPORATED1.8K shares0.00%2026-03-312026-04-08

VUSB VANGUARD BD INDEX FDS4.2K shares0.00%2026-03-312026-04-08

TDY TELEDYNE TECHNOLOGIES INC343 sharesnew addition2026-03-312026-04-08

SHY ISHARES TR2.5K sharesnew addition2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS345 shares-21.77%2026-03-312026-04-08

CW CURTISS WRIGHT CORP300 sharesnew addition2026-03-312026-04-08

Sponsored

MEDTRONIC PLC MEDTRONIC PLC2.3K shares2.22%2026-03-312026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

0.92%

Shares33.6K

Event2026-03-31

Filed2026-04-08

MDY

STATE STR SPDR S&P MIDCAP 40

0.56%

Shares17.2K

Event2026-03-31

Filed2026-04-08

ACCENTURE PLC IRELAND

0.00%

Shares50.9K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-1.03%

Shares33.6K

Event2026-03-31

Filed2026-04-08

GWW

WW GRAINGER INC

6.32%

Shares3.4K

Event2026-03-31

Filed2026-04-08

GMMF

BLACKROCK ETF TRUST

18.96%

Shares32.0K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

1.51%

Shares11.8K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

4.09%

Shares16.6K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

6.27%

Shares8.7K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

1.31%

Shares10.4K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

0.44%

Shares4.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

4.03%

Shares8.4K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

0.32%

Shares6.2K

Event2026-03-31

Filed2026-04-08

SNA

SNAP ON INC

3.70%

Shares5.6K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

2.21%

Shares2.8K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

2.09%

Shares12.1K

Event2026-03-31

Filed2026-04-08

PMMF

BLACKROCK ETF TRUST

28.00%

Shares16.0K

Event2026-03-31

Filed2026-04-08

ADSK

AUTODESK INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-08

RPM

RPM INTL INC

3.54%

Shares14.8K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

0.70%

Shares7.2K

Event2026-03-31

Filed2026-04-08

WEC ENERGY GROUP INC

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

1.09%

Shares5.1K

Event2026-03-31

Filed2026-04-08

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-08

MPC

MARATHON PETE CORP

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

0.81%

Shares1.2K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-08

ESLT

ELBIT SYS LTD

New

Shares1.3K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-08

ADP

AUTOMATIC DATA PROCESSING IN

4.21%

Shares5.0K

Event2026-03-31

Filed2026-04-08

PARKER-HANNIFIN CORP

-13.11%

Shares1.1K

Event2026-03-31

Filed2026-04-08

CTAS

CINTAS CORP

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-08

PSA

PUBLIC STORAGE OPER CO

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-08

VRT

VERTIV HOLDINGS CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-08

MMM

3M CO

2.35%

Shares5.7K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-08

QCOM

QUALCOMM INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-08

ABT

ABBOTT LABORATORIES

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-08

CPT

CAMDEN PPTY TR

5.21%

Shares7.9K

Event2026-03-31

Filed2026-04-08

EXR

EXTRA SPACE STORAGE INC

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

1.34%

Shares9.9K

Event2026-03-31

Filed2026-04-08

BLACKROCK INC

0.00%

Shares785

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

0.35%

Shares5.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

6.52%

Shares2.4K

Event2026-03-31

Filed2026-04-08

DTE

DTE ENERGY CO

4.75%

Shares4.4K

Event2026-03-31

Filed2026-04-08

EMR

EMERSON ELEC CO

4.21%

Shares5.0K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

1.93%

Shares5.3K

Event2026-03-31

Filed2026-04-08

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-08

SCUS

SCHWAB STRATEGIC TR

0.00%

Shares24.8K

Event2026-03-31

Filed2026-04-08

DUKE ENERGY CORP NEW

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-08

AON PLC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-08

MUB

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-08

BIL

SPDR SERIES TRUST

9.62%

Shares5.7K

Event2026-03-31

Filed2026-04-08

MCK

MCKESSON CORP

0.00%

Shares600

Event2026-03-31

Filed2026-04-08

HON

HONEYWELL INTL INC

9.71%

Shares2.3K

Event2026-03-31

Filed2026-04-08

AVY

AVERY DENNISON CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-08

MMKT

TEXAS CAPITAL FUNDS TRUST

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-08

AVAV

AEROVIRONMENT INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-08

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-08

NEE

NEXTERA ENERGY INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-08

GE AEROSPACE

0.74%

Shares1.6K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

-7.31%

Shares1.9K

Event2026-03-31

Filed2026-04-08

KLAC

KLA CORP

0.00%

Shares300

Event2026-03-31

Filed2026-04-08

SOUTHERN CO

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-08

USB

US BANCORP

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-08

ALL

ALLSTATE CORP

-4.79%

Shares2.0K

Event2026-03-31

Filed2026-04-08

ITM

VANECK ETF TRUST

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-08

CAH

CARDINAL HEALTH INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

UDR

UDR INC

4.83%

Shares11.7K

Event2026-03-31

Filed2026-04-08

COP

CONOCOPHILLIPS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

NFLX

NETFLIX INC.

New

Shares4.0K

Event2026-03-31

Filed2026-04-08

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

SYK

STRYKER CORPORATION

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

KROGER CO

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-08

NET

CLOUDFLARE INC

9.09%

Shares1.8K

Event2026-03-31

Filed2026-04-08

DOMINION ENERGY INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-08

INTC

INTEL CORP

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

1.03%

Shares7.3K

Event2026-03-31

Filed2026-04-08

ORI

OLD REP INTL CORP

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-08

GEV

GE VERNOVA INC

0.75%

Shares404

Event2026-03-31

Filed2026-04-08

LNT

ALLIANT ENERGY CORP

6.82%

Shares4.7K

Event2026-03-31

Filed2026-04-08

STERIS PLC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-08

GLW

CORNING INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-08

DHR

DANAHER CORP DEL

3.42%

Shares1.6K

Event2026-03-31

Filed2026-04-08

SHOP

SHOPIFY INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-08

STT

STATE STR CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-08

DTM

DT MIDSTREAM INC

4.75%

Shares2.2K

Event2026-03-31

Filed2026-04-08

TMO

THERMO FISHER SCIENTIFIC INC

4.67%

Shares605

Event2026-03-31

Filed2026-04-08

NVS

NOVARTIS AG

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

DLR

DIGITAL RLTY TR INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-08

INTU

INTUIT

0.00%

Shares640

Event2026-03-31

Filed2026-04-08

UNILEVER PLC

-0.08%

Shares4.8K

Event2026-03-31

Filed2026-04-08

ASTS

AST SPACEMOBILE INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-08

NTRS

NORTHERN TR CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

BBH

VANECK ETF TRUST

3.68%

Shares1.4K

Event2026-03-31

Filed2026-04-08

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-08

AMAT

APPLIED MATLS INC

New

Shares750

Event2026-03-31

Filed2026-04-08

BOXX

EA SERIES TRUST

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-08

BANK NEW YORK MELLON CORP

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-08

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

WFC

WELLS FARGO & CO

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-08

BRX

BRIXMOR PPTY GROUP INC

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-08

DOV

DOVER CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-08

MKC

MCCORMICK & CO INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-08

SHEL

SHELL PLC

New

Shares2.6K

Event2026-03-31

Filed2026-04-08

TGT

TARGET CORP

New

Shares1.9K

Event2026-03-31

Filed2026-04-08

SXI

STANDEX INTL CORP

New

Shares900

Event2026-03-31

Filed2026-04-08

THE CIGNA GROUP

0.00%

Shares841

Event2026-03-31

Filed2026-04-08

KMB

KIMBERLY-CLARK CORP

-4.23%

Shares2.3K

Event2026-03-31

Filed2026-04-08

CLX

CLOROX CO DEL

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-08

BP PLC

New

Shares4.7K

Event2026-03-31

Filed2026-04-08

WMB

WILLIAMS COS INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-08

SYY

SYSCO CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

GPC

GENUINE PARTS CO

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

PFE

PFIZER INC

New

Shares7.6K

Event2026-03-31

Filed2026-04-08

TFX

TELEFLEX INCORPORATED

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-08

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-08

TDY

TELEDYNE TECHNOLOGIES INC

New

Shares343

Event2026-03-31

Filed2026-04-08

SHY

ISHARES TR

New

Shares2.5K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-21.77%

Shares345

Event2026-03-31

Filed2026-04-08

CURTISS WRIGHT CORP

New

Shares300

Event2026-03-31

Filed2026-04-08

MEDTRONIC PLC

2.22%

Shares2.3K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available