Sponsored

The Analysis of Hutchens & Kramer Investment Management Group, LLC's Holdings & P&L

Currently, Hutchens & Kramer Investment Management Group, LLC holds 160 types of securities in its portfolio with a total value $373.3M. In the most recent quarter, they have increased their positions in MINT (+82.0K shares, valued at $8.3M), AVUS (+48.6K shares, valued at $6.2M), PYLD (+102.6K shares, valued at $2.7M); decreased their positions in BOND (-51.3K shares, valued at $4.7M), MSFT (-2.9K shares, valued at $1.1M), DFCF (-24.8K shares, valued at $1.0M); initiated new positions in BIL (+12.8K shares, valued at $1.2M), FLRN (+33.1K shares, valued at $1.0M), N/A (+990 shares, valued at $712.8K).

1M P&L

-2.9M-0.86%

3M P&L

+5.8M+1.74%

HY P&L

+14.2M+4.38%

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/A305.7M

87.6%

2Drug Manufacturers - General6.8M

1.9%

3Semiconductors5.0M

1.4%

Top Industries by Stock Count

1N/A90 stocks

63.4%

2Semiconductors6 stocks

4.2%

3Household & Personal Products3 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR348.3K shares16.22%2026-06-302026-07-09

DFAC DIMENSIONAL ETF TRUST530.8K shares-2.82%2026-06-302026-07-09

PYLD PIMCO ETF TR875.2K shares13.28%2026-06-302026-07-09

DCOR DIMENSIONAL ETF TRUST193.8K shares-2.27%2026-06-302026-07-09

DFIC DIMENSIONAL ETF TRUST336.6K shares-1.76%2026-06-302026-07-09

SGOV ISHARES TR117.9K shares-3.22%2026-06-302026-07-09

BOND PIMCO ETF TR125.3K shares-29.05%2026-06-302026-07-09

TFLO ISHARES TR223.1K shares0.66%2026-06-302026-07-09

Sponsored

AVDE AMERICAN CENTY ETF TR126.0K shares14.02%2026-06-302026-07-09

MINT PIMCO ETF TR107.0K shares327.61%2026-06-302026-07-09

SPMO INVESCO EXCH TRADED FD TR II65.8K shares2.38%2026-06-302026-07-09

GRID FIRST TR EXCHANGE-TRADED FD47.0K shares-0.80%2026-06-302026-07-09

VOO VANGUARD INDEX FDS11.6K shares-0.54%2026-06-302026-07-09

LLY ELI LILLY & CO5.7K shares24.41%2026-06-302026-07-09

AVEM AMERICAN CENTY ETF TR66.6K shares5.59%2026-06-302026-07-09

SMH VANECK ETF TRUST9.3K shares-1.53%2026-06-302026-07-09

Sponsored

DFEM DIMENSIONAL ETF TRUST128.6K shares-2.78%2026-06-302026-07-09

QQQ INVESCO QQQ TR7.1K shares-0.35%2026-06-302026-07-09

SPHB INVESCO EXCH TRADED FD TR II32.4K shares3.85%2026-06-302026-07-09

RBB FD INC RBB FD INC137.3K shares3.30%2026-06-302026-07-09

AVGE AMERICAN CENTY ETF TR48.0K shares56.31%2026-06-302026-07-09

AIRR FIRST TR EXCHANGE TRADED FD34.9K shares1.18%2026-06-302026-07-09

FITE SPDR SERIES TRUST41.1K shares2.87%2026-06-302026-07-09

AAPL APPLE INC15.3K shares9.23%2026-06-302026-07-09

Sponsored

ARK ETF TR ARK ETF TR31.0K shares5.09%2026-06-302026-07-09

SCHX SCHWAB STRATEGIC TR138.8K shares-2.32%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS56.6K shares-0.16%2026-06-302026-07-09

XLG INVESCO EXCHANGE TRADED FD T64.6K shares-6.16%2026-06-302026-07-09

NVDA NVIDIA CORPORATION17.5K shares10.89%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR17.4K shares4.72%2026-06-302026-07-09

ISHARES TR ISHARES TR3.5K shares42.09%2026-06-302026-07-09

PG PROCTER & GAMBLE CO16.2K shares0.00%2026-06-302026-07-09

Sponsored

SPYG SPDR SERIES TRUST19.9K shares2.68%2026-06-302026-07-09

GLD SPDR GOLD TR6.1K shares-2.45%2026-06-302026-07-09

VNQ VANGUARD INDEX FDS21.6K shares5.60%2026-06-302026-07-09

IVW ISHARES TR14.9K shares-1.96%2026-06-302026-07-09

GOOGL ALPHABET INC5.7K shares62.42%2026-06-302026-07-09

AMZN AMAZON COM INC8.4K shares-30.76%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.7K shares1.93%2026-06-302026-07-09

SPDR SERIES TRUST SPDR SERIES TRUST21.8K shares28.84%2026-06-302026-07-09

Sponsored

DFCF DIMENSIONAL ETF TRUST44.8K shares-35.63%2026-06-302026-07-09

GOOG ALPHABET INC4.9K shares6.67%2026-06-302026-07-09

IVE ISHARES TR7.2K shares-15.96%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS4.2K shares6.32%2026-06-302026-07-09

MSFT MICROSOFT CORP4.0K shares-42.27%2026-06-302026-07-09

SHY ISHARES TR17.6K shares4.17%2026-06-302026-07-09

IUSB ISHARES TR28.7K shares19.65%2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F20.3K shares-0.84%2026-06-302026-07-09

Sponsored

META PLATFORMS INC META PLATFORMS INC2.1K shares2.42%2026-06-302026-07-09

BIL SPDR SERIES TRUST12.8K sharesnew addition2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.3K shares-19.99%2026-06-302026-07-09

EFG ISHARES TR8.9K shares-3.73%2026-06-302026-07-09

DYNF BLACKROCK ETF TRUST15.7K shares-9.84%2026-06-302026-07-09

VTV VANGUARD INDEX FDS4.9K shares4.32%2026-06-302026-07-09

APH AMPHENOL CORP6.0K shares-28.68%2026-06-302026-07-09

ETN EATON CORP PLC2.4K shares-14.61%2026-06-302026-07-09

Sponsored

FLRN SPDR SERIES TRUST33.1K sharesnew addition2026-06-302026-07-09

GSY INVESCO ACTIVELY MANAGED EXC20.2K shares32.38%2026-06-302026-07-09

BROADCOM INC BROADCOM INC2.5K shares-2.97%2026-06-302026-07-09

SCHW SCHWAB CHARLES CORP10.2K shares-3.71%2026-06-302026-07-09

LRCX LAM RESEARCH CORP2.1K shares-6.00%2026-06-302026-07-09

VISA INC VISA INC2.7K shares5.62%2026-06-302026-07-09

TJX TJX COS INC NEW5.9K shares-5.91%2026-06-302026-07-09

VO VANGUARD INDEX FDS11.0K shares514.75%2026-06-302026-07-09

Sponsored

IEMG ISHARES INC10.2K shares-39.24%2026-06-302026-07-09

IXUS ISHARES TR8.4K shares-0.04%2026-06-302026-07-09

DUHP DIMENSIONAL ETF TRUST19.0K shares0.00%2026-06-302026-07-09

CDNS CADENCE DESIGN SYSTEM INC2.1K shares-0.82%2026-06-302026-07-09

EFV ISHARES TR10.0K shares-44.54%2026-06-302026-07-09

VXF VANGUARD INDEX FDS3.1K shares-2.83%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR23.3K shares36.14%2026-06-302026-07-09

QUANTA SVCS INC QUANTA SVCS INC990 sharesnew addition2026-06-302026-07-09

Sponsored

MSI MOTOROLA SOLUTIONS INC1.7K shares42.50%2026-06-302026-07-09

KLAC KLA CORP2.3K shares1066.50%2026-06-302026-07-09

DFSV DIMENSIONAL ETF TRUST17.8K shares-1.13%2026-06-302026-07-09

QUAL ISHARES TR3.1K shares-47.68%2026-06-302026-07-09

CTAS CINTAS CORP3.9K shares12.42%2026-06-302026-07-09

CLOI VANECK ETF TRUST12.0K sharesnew addition2026-06-302026-07-09

AVNM AMERICAN CENTY ETF TR7.7K shares1.98%2026-06-302026-07-09

VB VANGUARD INDEX FDS2.1K shares-7.41%2026-06-302026-07-09

Sponsored

BAI BLACKROCK ETF TRUST11.5K shares-19.79%2026-06-302026-07-09

ECL ECOLAB INC2.1K shares52.15%2026-06-302026-07-09

DSTL ETF SER SOLUTIONS9.5K shares-5.03%2026-06-302026-07-09

NETFLIX INC. NETFLIX INC.7.6K shares66.52%2026-06-302026-07-09

LGLV SPDR SERIES TRUST3.0K shares-0.30%2026-06-302026-07-09

FTNT FORTINET INC3.5K shares0.06%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.6K shares1.34%2026-06-302026-07-09

SYK STRYKER CORPORATION1.6K shares21.78%2026-06-302026-07-09

Sponsored

MTUM ISHARES TR1.4K shares-13.12%2026-06-302026-07-09

CORO BLACKROCK ETF TRUST13.0K sharesnew addition2026-06-302026-07-09

ISRG INTUITIVE SURGICAL INC1.2K shares130.08%2026-06-302026-07-09

LABCORP HOLDINGS INC LABCORP HOLDINGS INC1.5K shares0.00%2026-06-302026-07-09

BX BLACKSTONE INC3.7K shares5.26%2026-06-302026-07-09

IBIT ISHARES BITCOIN TRUST ETF13.0K shares-25.71%2026-06-302026-07-09

TSM TAIWAN SEMICONDUCTOR MANUFAC905 shares3.31%2026-06-302026-07-09

GWW WW GRAINGER INC311 shares4.01%2026-06-302026-07-09

Sponsored

BLCR BLACKROCK ETF TRUST8.1K shares26.51%2026-06-302026-07-09

FNDX SCHWAB STRATEGIC TR12.8K shares0.00%2026-06-302026-07-09

DIA STATE STR SPDR DOW JONES IND762 shares-0.52%2026-06-302026-07-09

NI NISOURCE INC8.3K shares2.48%2026-06-302026-07-09

HD HOME DEPOT INC1.1K shares0.73%2026-06-302026-07-09

DFGR DIMENSIONAL ETF TRUST13.3K shares-0.09%2026-06-302026-07-09

SCHG SCHWAB STRATEGIC TR11.3K shares-0.50%2026-06-302026-07-09

SPEM SPDR INDEX SHS FDS7.3K shares-1.01%2026-06-302026-07-09

Sponsored

EME EMCOR GROUP INC451 shares-7.58%2026-06-302026-07-09

MUB ISHARES TR3.5K shares-11.82%2026-06-302026-07-09

AVSC AMERICAN CENTY ETF TR4.9K shares0.00%2026-06-302026-07-09

ROP ROPER TECHNOLOGIES INC1.1K shares1.74%2026-06-302026-07-09

MBB ISHARES TR3.6K shares-0.08%2026-06-302026-07-09

SUB ISHARES TR3.2K shares-18.77%2026-06-302026-07-09

GOVT ISHARES TR14.6K shares6.90%2026-06-302026-07-09

ASML ASML HLDG NV165 sharesnew addition2026-06-302026-07-09

Sponsored

THRO BLACKROCK ETF TRUST7.6K shares-35.37%2026-06-302026-07-09

DFSD DIMENSIONAL ETF TRUST6.8K shares-31.41%2026-06-302026-07-09

SCHF SCHWAB STRATEGIC TR11.3K shares-15.56%2026-06-302026-07-09

ELV ELEVANCE HEALTH INC FORMERLY806 shares-42.35%2026-06-302026-07-09

QCOM QUALCOMM INC1.7K shares-13.88%2026-06-302026-07-09

PANW PALO ALTO NETWORKS INC899 sharesnew addition2026-06-302026-07-09

JEPI J P MORGAN EXCHANGE TRADED F5.4K shares0.51%2026-06-302026-07-09

BNDX VANGUARD CHARLOTTE FDS6.2K shares-1.30%2026-06-302026-07-09

Sponsored

JBL JABIL INC780 sharesnew addition2026-06-302026-07-09

MUNI PIMCO ETF TR5.6K shares13.96%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL586 shares-2.01%2026-06-302026-07-09

BSV VANGUARD BD INDEX FDS3.7K shares-5.94%2026-06-302026-07-09

VRSK VERISK ANALYTICS INC1.6K shares-15.22%2026-06-302026-07-09

ESGU ISHARES TR1.8K shares-0.23%2026-06-302026-07-09

NTAP NETAPP INC1.9K sharesnew addition2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION306 shares0.66%2026-06-302026-07-09

Sponsored

IYW ISHARES TR1.1K shares-14.15%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS991 shares0.00%2026-06-302026-07-09

KO COCA COLA CO3.4K shares0.00%2026-06-302026-07-09

MPWR MONOLITHIC PWR SYS INC196 sharesnew addition2026-06-302026-07-09

BLACKROCK ETF TRUST BLACKROCK ETF TRUST9.5K sharesnew addition2026-06-302026-07-09

CL COLGATE PALMOLIVE CO2.9K shares-2.13%2026-06-302026-07-09

IDEF BLACKROCK ETF TRUST8.1K shares0.06%2026-06-302026-07-09

TLH ISHARES TR2.6K shares-32.01%2026-06-302026-07-09

Sponsored

CMI CUMMINS INC358 sharesnew addition2026-06-302026-07-09

XT ISHARES TR3.0K shares0.00%2026-06-302026-07-09

ABBVIE INC ABBVIE INC985 shares0.61%2026-06-302026-07-09

TXN TEXAS INSTRS INC810 sharesnew addition2026-06-302026-07-09

ADP AUTOMATIC DATA PROCESSING IN1.1K shares-1.31%2026-06-302026-07-09

DFUS DIMENSIONAL ETF TRUST2.8K shares-1.86%2026-06-302026-07-09

VYMI VANGUARD WHITEHALL FDS2.3K shares0.96%2026-06-302026-07-09

FBTC FIDELITY WISE ORIGIN BITCOIN4.4K sharesnew addition2026-06-302026-07-09

Sponsored

DFAX DIMENSIONAL ETF TRUST5.9K shares0.00%2026-06-302026-07-09

LII LENNOX INTL INC377 sharesnew addition2026-06-302026-07-09

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II4.3K sharesnew addition2026-06-302026-07-09

ACWX ISHARES TR2.8K sharesnew addition2026-06-302026-07-09

TPR TAPESTRY INC1.5K shares-1.88%2026-06-302026-07-09

EXPE EXPEDIA GROUP INC831 sharesnew addition2026-06-302026-07-09

KMB KIMBERLY-CLARK CORP1.9K sharesnew addition2026-06-302026-07-09

BOXX EA SERIES TRUST1.8K shares-10.00%2026-06-302026-07-09

Sponsored

VTEB VANGUARD MUN BD FDS4.1K shares0.00%2026-06-302026-07-09

ABT ABBOTT LABORATORIES2.3K shares-11.49%2026-06-302026-07-09

MNST MONSTER BEVERAGE CORP NEW2.2K sharesnew addition2026-06-302026-07-09

MU MICRON TECHNOLOGY INC179 sharesnew addition2026-06-302026-07-09

IAU ISHARES GOLD TR2.7K shares-1.92%2026-06-302026-07-09

COR CENCORA INC718 shares-3.75%2026-06-302026-07-09

VYM VANGUARD WHITEHALL FDS1.3K sharesnew addition2026-06-302026-07-09

BAC BANK OF AMER CORP3.5K sharesnew addition2026-06-302026-07-09

Sponsored

AVUS

AMERICAN CENTY ETF TR

16.22%

Shares348.3K

Event2026-06-30

Filed2026-07-09

DFAC

DIMENSIONAL ETF TRUST

-2.82%

Shares530.8K

Event2026-06-30

Filed2026-07-09

PYLD

PIMCO ETF TR

13.28%

Shares875.2K

Event2026-06-30

Filed2026-07-09

DCOR

DIMENSIONAL ETF TRUST

-2.27%

Shares193.8K

Event2026-06-30

Filed2026-07-09

DFIC

DIMENSIONAL ETF TRUST

-1.76%

Shares336.6K

Event2026-06-30

Filed2026-07-09

SGOV

ISHARES TR

-3.22%

Shares117.9K

Event2026-06-30

Filed2026-07-09

BOND

PIMCO ETF TR

-29.05%

Shares125.3K

Event2026-06-30

Filed2026-07-09

TFLO

ISHARES TR

0.66%

Shares223.1K

Event2026-06-30

Filed2026-07-09

AVDE

AMERICAN CENTY ETF TR

14.02%

Shares126.0K

Event2026-06-30

Filed2026-07-09

MINT

PIMCO ETF TR

327.61%

Shares107.0K

Event2026-06-30

Filed2026-07-09

SPMO

INVESCO EXCH TRADED FD TR II

2.38%

Shares65.8K

Event2026-06-30

Filed2026-07-09

GRID

FIRST TR EXCHANGE-TRADED FD

-0.80%

Shares47.0K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

-0.54%

Shares11.6K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

24.41%

Shares5.7K

Event2026-06-30

Filed2026-07-09

AVEM

AMERICAN CENTY ETF TR

5.59%

Shares66.6K

Event2026-06-30

Filed2026-07-09

SMH

VANECK ETF TRUST

-1.53%

Shares9.3K

Event2026-06-30

Filed2026-07-09

DFEM

DIMENSIONAL ETF TRUST

-2.78%

Shares128.6K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

-0.35%

Shares7.1K

Event2026-06-30

Filed2026-07-09

SPHB

INVESCO EXCH TRADED FD TR II

3.85%

Shares32.4K

Event2026-06-30

Filed2026-07-09

RBB FD INC

3.30%

Shares137.3K

Event2026-06-30

Filed2026-07-09

AVGE

AMERICAN CENTY ETF TR

56.31%

Shares48.0K

Event2026-06-30

Filed2026-07-09

AIRR

FIRST TR EXCHANGE TRADED FD

1.18%

Shares34.9K

Event2026-06-30

Filed2026-07-09

FITE

SPDR SERIES TRUST

2.87%

Shares41.1K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

9.23%

Shares15.3K

Event2026-06-30

Filed2026-07-09

ARK ETF TR

5.09%

Shares31.0K

Event2026-06-30

Filed2026-07-09

SCHX

SCHWAB STRATEGIC TR

-2.32%

Shares138.8K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

-0.16%

Shares56.6K

Event2026-06-30

Filed2026-07-09

XLG

INVESCO EXCHANGE TRADED FD T

-6.16%

Shares64.6K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

10.89%

Shares17.5K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

4.72%

Shares17.4K

Event2026-06-30

Filed2026-07-09

ISHARES TR

42.09%

Shares3.5K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-09

SPYG

SPDR SERIES TRUST

2.68%

Shares19.9K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

-2.45%

Shares6.1K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD INDEX FDS

5.60%

Shares21.6K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

-1.96%

Shares14.9K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

62.42%

Shares5.7K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

-30.76%

Shares8.4K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

1.93%

Shares2.7K

Event2026-06-30

Filed2026-07-09

SPDR SERIES TRUST

28.84%

Shares21.8K

Event2026-06-30

Filed2026-07-09

DFCF

DIMENSIONAL ETF TRUST

-35.63%

Shares44.8K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

6.67%

Shares4.9K

Event2026-06-30

Filed2026-07-09

IVE

ISHARES TR

-15.96%

Shares7.2K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

6.32%

Shares4.2K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

-42.27%

Shares4.0K

Event2026-06-30

Filed2026-07-09

SHY

ISHARES TR

4.17%

Shares17.6K

Event2026-06-30

Filed2026-07-09

IUSB

ISHARES TR

19.65%

Shares28.7K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

-0.84%

Shares20.3K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

2.42%

Shares2.1K

Event2026-06-30

Filed2026-07-09

BIL

SPDR SERIES TRUST

New

Shares12.8K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

-19.99%

Shares2.3K

Event2026-06-30

Filed2026-07-09

EFG

ISHARES TR

-3.73%

Shares8.9K

Event2026-06-30

Filed2026-07-09

DYNF

BLACKROCK ETF TRUST

-9.84%

Shares15.7K

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

4.32%

Shares4.9K

Event2026-06-30

Filed2026-07-09

APH

AMPHENOL CORP

-28.68%

Shares6.0K

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC

-14.61%

Shares2.4K

Event2026-06-30

Filed2026-07-09

FLRN

SPDR SERIES TRUST

New

Shares33.1K

Event2026-06-30

Filed2026-07-09

GSY

INVESCO ACTIVELY MANAGED EXC

32.38%

Shares20.2K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

-2.97%

Shares2.5K

Event2026-06-30

Filed2026-07-09

SCHW

SCHWAB CHARLES CORP

-3.71%

Shares10.2K

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

-6.00%

Shares2.1K

Event2026-06-30

Filed2026-07-09

VISA INC

5.62%

Shares2.7K

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW

-5.91%

Shares5.9K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

514.75%

Shares11.0K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

-39.24%

Shares10.2K

Event2026-06-30

Filed2026-07-09

IXUS

ISHARES TR

-0.04%

Shares8.4K

Event2026-06-30

Filed2026-07-09

DUHP

DIMENSIONAL ETF TRUST

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-09

CDNS

CADENCE DESIGN SYSTEM INC

-0.82%

Shares2.1K

Event2026-06-30

Filed2026-07-09

EFV

ISHARES TR

-44.54%

Shares10.0K

Event2026-06-30

Filed2026-07-09

VXF

VANGUARD INDEX FDS

-2.83%

Shares3.1K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

36.14%

Shares23.3K

Event2026-06-30

Filed2026-07-09

QUANTA SVCS INC

New

Shares990

Event2026-06-30

Filed2026-07-09

MSI

MOTOROLA SOLUTIONS INC

42.50%

Shares1.7K

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORP

1066.50%

Shares2.3K

Event2026-06-30

Filed2026-07-09

DFSV

DIMENSIONAL ETF TRUST

-1.13%

Shares17.8K

Event2026-06-30

Filed2026-07-09

QUAL

ISHARES TR

-47.68%

Shares3.1K

Event2026-06-30

Filed2026-07-09

CTAS

CINTAS CORP

12.42%

Shares3.9K

Event2026-06-30

Filed2026-07-09

CLOI

VANECK ETF TRUST

New

Shares12.0K

Event2026-06-30

Filed2026-07-09

AVNM

AMERICAN CENTY ETF TR

1.98%

Shares7.7K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-7.41%

Shares2.1K

Event2026-06-30

Filed2026-07-09

BAI

BLACKROCK ETF TRUST

-19.79%

Shares11.5K

Event2026-06-30

Filed2026-07-09

ECL

ECOLAB INC

52.15%

Shares2.1K

Event2026-06-30

Filed2026-07-09

DSTL

ETF SER SOLUTIONS

-5.03%

Shares9.5K

Event2026-06-30

Filed2026-07-09

NETFLIX INC.

66.52%

Shares7.6K

Event2026-06-30

Filed2026-07-09

LGLV

SPDR SERIES TRUST

-0.30%

Shares3.0K

Event2026-06-30

Filed2026-07-09

FTNT

FORTINET INC

0.06%

Shares3.5K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

1.34%

Shares1.6K

Event2026-06-30

Filed2026-07-09

SYK

STRYKER CORPORATION

21.78%

Shares1.6K

Event2026-06-30

Filed2026-07-09

MTUM

ISHARES TR

-13.12%

Shares1.4K

Event2026-06-30

Filed2026-07-09

CORO

BLACKROCK ETF TRUST

New

Shares13.0K

Event2026-06-30

Filed2026-07-09

ISRG

INTUITIVE SURGICAL INC

130.08%

Shares1.2K

Event2026-06-30

Filed2026-07-09

LABCORP HOLDINGS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-09

BLACKSTONE INC

5.26%

Shares3.7K

Event2026-06-30

Filed2026-07-09

IBIT

ISHARES BITCOIN TRUST ETF

-25.71%

Shares13.0K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

3.31%

Shares905

Event2026-06-30

Filed2026-07-09

GWW

WW GRAINGER INC

4.01%

Shares311

Event2026-06-30

Filed2026-07-09

BLCR

BLACKROCK ETF TRUST

26.51%

Shares8.1K

Event2026-06-30

Filed2026-07-09

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-09

DIA

STATE STR SPDR DOW JONES IND

-0.52%

Shares762

Event2026-06-30

Filed2026-07-09

NISOURCE INC

2.48%

Shares8.3K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

0.73%

Shares1.1K

Event2026-06-30

Filed2026-07-09

DFGR

DIMENSIONAL ETF TRUST

-0.09%

Shares13.3K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

-0.50%

Shares11.3K

Event2026-06-30

Filed2026-07-09

SPEM

SPDR INDEX SHS FDS

-1.01%

Shares7.3K

Event2026-06-30

Filed2026-07-09

EME

EMCOR GROUP INC

-7.58%

Shares451

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

-11.82%

Shares3.5K

Event2026-06-30

Filed2026-07-09

AVSC

AMERICAN CENTY ETF TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-09

ROP

ROPER TECHNOLOGIES INC

1.74%

Shares1.1K

Event2026-06-30

Filed2026-07-09

MBB

ISHARES TR

-0.08%

Shares3.6K

Event2026-06-30

Filed2026-07-09

SUB

ISHARES TR

-18.77%

Shares3.2K

Event2026-06-30

Filed2026-07-09

GOVT

ISHARES TR

6.90%

Shares14.6K

Event2026-06-30

Filed2026-07-09

ASML

ASML HLDG NV

New

Shares165

Event2026-06-30

Filed2026-07-09

THRO

BLACKROCK ETF TRUST

-35.37%

Shares7.6K

Event2026-06-30

Filed2026-07-09

DFSD

DIMENSIONAL ETF TRUST

-31.41%

Shares6.8K

Event2026-06-30

Filed2026-07-09

SCHF

SCHWAB STRATEGIC TR

-15.56%

Shares11.3K

Event2026-06-30

Filed2026-07-09

ELV

ELEVANCE HEALTH INC FORMERLY

-42.35%

Shares806

Event2026-06-30

Filed2026-07-09

QCOM

QUALCOMM INC

-13.88%

Shares1.7K

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS INC

New

Shares899

Event2026-06-30

Filed2026-07-09

JEPI

J P MORGAN EXCHANGE TRADED F

0.51%

Shares5.4K

Event2026-06-30

Filed2026-07-09

BNDX

VANGUARD CHARLOTTE FDS

-1.30%

Shares6.2K

Event2026-06-30

Filed2026-07-09

JBL

JABIL INC

New

Shares780

Event2026-06-30

Filed2026-07-09

MUNI

PIMCO ETF TR

13.96%

Shares5.6K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.01%

Shares586

Event2026-06-30

Filed2026-07-09

BSV

VANGUARD BD INDEX FDS

-5.94%

Shares3.7K

Event2026-06-30

Filed2026-07-09

VRSK

VERISK ANALYTICS INC

-15.22%

Shares1.6K

Event2026-06-30

Filed2026-07-09

ESGU

ISHARES TR

-0.23%

Shares1.8K

Event2026-06-30

Filed2026-07-09

NTAP

NETAPP INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

0.66%

Shares306

Event2026-06-30

Filed2026-07-09

IYW

ISHARES TR

-14.15%

Shares1.1K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares991

Event2026-06-30

Filed2026-07-09

COCA COLA CO

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-09

MPWR

MONOLITHIC PWR SYS INC

New

Shares196

Event2026-06-30

Filed2026-07-09

BLACKROCK ETF TRUST

New

Shares9.5K

Event2026-06-30

Filed2026-07-09

COLGATE PALMOLIVE CO

-2.13%

Shares2.9K

Event2026-06-30

Filed2026-07-09

IDEF

BLACKROCK ETF TRUST

0.06%

Shares8.1K

Event2026-06-30

Filed2026-07-09

TLH

ISHARES TR

-32.01%

Shares2.6K

Event2026-06-30

Filed2026-07-09

CMI

CUMMINS INC

New

Shares358

Event2026-06-30

Filed2026-07-09

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

0.61%

Shares985

Event2026-06-30

Filed2026-07-09

TXN

TEXAS INSTRS INC

New

Shares810

Event2026-06-30

Filed2026-07-09

ADP

AUTOMATIC DATA PROCESSING IN

-1.31%

Shares1.1K

Event2026-06-30

Filed2026-07-09

DFUS

DIMENSIONAL ETF TRUST

-1.86%

Shares2.8K

Event2026-06-30

Filed2026-07-09

VYMI

VANGUARD WHITEHALL FDS

0.96%

Shares2.3K

Event2026-06-30

Filed2026-07-09

FBTC

FIDELITY WISE ORIGIN BITCOIN

New

Shares4.4K

Event2026-06-30

Filed2026-07-09

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-09

LII

LENNOX INTL INC

New

Shares377

Event2026-06-30

Filed2026-07-09

BLACKROCK ETF TRUST II

New

Shares4.3K

Event2026-06-30

Filed2026-07-09

ACWX

ISHARES TR

New

Shares2.8K

Event2026-06-30

Filed2026-07-09

TPR

TAPESTRY INC

-1.88%

Shares1.5K

Event2026-06-30

Filed2026-07-09

EXPE

EXPEDIA GROUP INC

New

Shares831

Event2026-06-30

Filed2026-07-09

KMB

KIMBERLY-CLARK CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

BOXX

EA SERIES TRUST

-10.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

VTEB

VANGUARD MUN BD FDS

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABORATORIES

-11.49%

Shares2.3K

Event2026-06-30

Filed2026-07-09

MNST

MONSTER BEVERAGE CORP NEW

New

Shares2.2K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

New

Shares179

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TR

-1.92%

Shares2.7K

Event2026-06-30

Filed2026-07-09

COR

CENCORA INC

-3.75%

Shares718

Event2026-06-30

Filed2026-07-09

VYM

VANGUARD WHITEHALL FDS

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP

New

Shares3.5K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available