Sponsored

The Analysis of Impact Capital Partners LLC's Holdings & P&L

Currently, Impact Capital Partners LLC holds 276 types of securities in its portfolio with a total value $330.6M. In the most recent quarter, they have increased their positions in N/A (+9.5K shares, valued at $2.7M), AAPL (+9.4K shares, valued at $2.4M), DDWM (+30.6K shares, valued at $1.3M); decreased their positions in PM (-9.4K shares, valued at $1.5M), MSFT (-3.8K shares, valued at $1.4M), N/A (-4.5K shares, valued at $1.4M); initiated new positions in DLN (+5.8K shares, valued at $521.2K), GARP (+7.5K shares, valued at $479.0K), HWKN (+2.5K shares, valued at $385.1K).

1M P&L

+5.7M+1.82%

3M P&L

-492.9K-0.15%

HY P&L

+14.2M+4.66%

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/A62.5M

21.4%

2Semiconductors22.6M

7.8%

3Software - Infrastructure19.6M

6.7%

Top Industries by Stock Count

1N/A43 stocks

17.1%

2Specialty Industrial Machinery11 stocks

4.4%

3Software - Application9 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC61.5K shares18.05%2026-03-312026-04-10

NVDA NVIDIA CORPORATION83.8K shares0.98%2026-03-312026-04-10

MSFT MICROSOFT CORP37.0K shares-9.31%2026-03-312026-04-10

DDWM WISDOMTREE TR230.8K shares15.29%2026-03-312026-04-10

BROADCOM INC BROADCOM INC32.4K shares-12.26%2026-03-312026-04-10

ALPHABET INC ALPHABET INC26.7K shares55.29%2026-03-312026-04-10

PG PROCTER & GAMBLE CO47.1K shares1.15%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON25.2K shares-1.22%2026-03-312026-04-10

Sponsored

FLOT ISHARES TR116.1K shares1.63%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO19.9K shares-2.11%2026-03-312026-04-10

AMZN AMAZON COM INC26.2K shares-0.35%2026-03-312026-04-10

AGG ISHARES TR54.9K shares12.45%2026-03-312026-04-10

IMTM ISHARES TR104.3K shares16.67%2026-03-312026-04-10

ABBV ABBVIE INC22.3K shares-17.49%2026-03-312026-04-10

KO COCA COLA CO57.4K shares-2.30%2026-03-312026-04-10

ORCL ORACLE CORP28.8K shares-2.23%2026-03-312026-04-10

Sponsored

ADI ANALOG DEVICES INC13.1K shares-2.30%2026-03-312026-04-10

XOM EXXON MOBIL CORP24.2K shares-2.19%2026-03-312026-04-10

META META PLATFORMS INC6.8K shares29.40%2026-03-312026-04-10

ALPHABET INC ALPHABET INC12.7K shares0.60%2026-03-312026-04-10

V VISA INC11.1K shares23.55%2026-03-312026-04-10

HD HOME DEPOT INC10.2K shares-1.25%2026-03-312026-04-10

MCD MCDONALDS CORP10.2K shares-1.32%2026-03-312026-04-10

CVX CHEVRON CORPORATION14.9K shares-2.73%2026-03-312026-04-10

Sponsored

IQDG WISDOMTREE TR73.8K shares16.94%2026-03-312026-04-10

SPIB SPDR SERIES TRUST87.8K shares14.02%2026-03-312026-04-10

LINDE PLC LINDE PLC5.8K shares5.45%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.5K shares-0.61%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T4.1K shares1.86%2026-03-312026-04-10

BLACKROCK INC BLACKROCK INC2.7K shares-1.96%2026-03-312026-04-10

IVV ISHARES TR3.9K shares-2.35%2026-03-312026-04-10

IBEX IBEX LTD90.3K shares-16.78%2026-03-312026-04-10

Sponsored

ABT ABBOTT LABORATORIES23.3K shares-3.11%2026-03-312026-04-10

OMF ONEMAIN HLDGS INC43.4K shares-27.34%2026-03-312026-04-10

HON HONEYWELL INTL INC10.2K shares3.76%2026-03-312026-04-10

TSLA TESLA INC5.9K shares0.07%2026-03-312026-04-10

UNP UNION PAC CORP9.0K shares-2.12%2026-03-312026-04-10

PLD PROLOGIS INC.15.7K shares-2.26%2026-03-312026-04-10

CSX CSX CORP50.1K shares0.13%2026-03-312026-04-10

LLY ELI LILLY & CO2.2K shares30.00%2026-03-312026-04-10

Sponsored

DLS WISDOMTREE TR24.1K shares13.06%2026-03-312026-04-10

VTI VANGUARD INDEX FDS5.8K shares4.25%2026-03-312026-04-10

TSM TAIWAN SEMICONDUCTOR MANUFAC5.4K shares-6.51%2026-03-312026-04-10

JMBS JANUS DETROIT STR TR39.7K shares14.08%2026-03-312026-04-10

UNH UNITEDHEALTH GROUP INC6.6K shares-3.49%2026-03-312026-04-10

RSG REPUBLIC SVCS INC8.1K shares-1.68%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION1.8K shares1.60%2026-03-312026-04-10

VIG VANGUARD SPECIALIZED FUNDS8.1K shares-2.59%2026-03-312026-04-10

Sponsored

CB CHUBB LTD SWITZ5.3K shares-3.93%2026-03-312026-04-10

TJX TJX COS INC NEW10.8K shares0.46%2026-03-312026-04-10

WMT WALMART INC13.5K shares6.94%2026-03-312026-04-10

ADP AUTOMATIC DATA PROCESSING IN8.2K shares-2.07%2026-03-312026-04-10

PSX PHILLIPS 669.1K shares-1.09%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS2.6K shares117.30%2026-03-312026-04-10

MMC MARSH & MCLENNAN COS INC8.9K shares-0.22%2026-03-312026-04-10

PEP PEPSICO INC9.1K shares-1.01%2026-03-312026-04-10

Sponsored

MERCK & CO INC MERCK & CO INC11.6K shares0.35%2026-03-312026-04-10

PM PHILIP MORRIS INTL INC8.3K shares-53.11%2026-03-312026-04-10

NEE NEXTERA ENERGY INC14.5K shares0.42%2026-03-312026-04-10

TT TRANE TECHNOLOGIES PLC3.2K shares-1.43%2026-03-312026-04-10

CAT CATERPILLAR INC1.8K shares0.44%2026-03-312026-04-10

VO VANGUARD INDEX FDS4.3K shares-7.43%2026-03-312026-04-10

EME EMCOR GROUP INC1.6K shares-2.20%2026-03-312026-04-10

DTE DTE ENERGY CO8.1K shares-0.09%2026-03-312026-04-10

Sponsored

MA MASTERCARD INCORPORATED2.4K shares2.17%2026-03-312026-04-10

USFR WISDOMTREE TR23.2K shares0.28%2026-03-312026-04-10

SSD SIMPSON MFG INC6.4K shares-2.55%2026-03-312026-04-10

RBC RBC BEARINGS INC2.0K shares20.85%2026-03-312026-04-10

WTS WATTS WATER TECHNOLOGIES INC3.8K shares1.23%2026-03-312026-04-10

AEP AMERICAN ELEC PWR CO INC8.2K shares-2.11%2026-03-312026-04-10

NFLX NETFLIX INC.11.1K shares3.94%2026-03-312026-04-10

TTC TORO CO11.1K shares33.37%2026-03-312026-04-10

Sponsored

JKHY HENRY JACK & ASSOC INC6.5K shares-7.06%2026-03-312026-04-10

BND VANGUARD BD INDEX FDS13.7K shares3.14%2026-03-312026-04-10

PRI PRIMERICA INC4.0K shares3.89%2026-03-312026-04-10

GOLF ACUSHNET HLDGS CORP10.4K shares-3.17%2026-03-312026-04-10

VRTX VERTEX PHARMACEUTICALS INC2.2K shares-2.83%2026-03-312026-04-10

VTV VANGUARD INDEX FDS4.9K shares-3.01%2026-03-312026-04-10

IBKR INTERACTIVE BROKERS GROUP IN14.1K shares-10.36%2026-03-312026-04-10

EEM ISHARES TR16.2K shares211.02%2026-03-312026-04-10

Sponsored

EOG EOG RES INC6.3K shares-0.36%2026-03-312026-04-10

EFA ISHARES TR9.2K shares-26.31%2026-03-312026-04-10

FCN FTI CONSULTING INC4.9K shares-6.51%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE2.9K shares2.19%2026-03-312026-04-10

TDY TELEDYNE TECHNOLOGIES INC1.4K shares-8.35%2026-03-312026-04-10

AMAT APPLIED MATLS INC2.3K shares18.86%2026-03-312026-04-10

POOL POOL CORP3.9K shares160.91%2026-03-312026-04-10

WRB BERKLEY W R CORP11.7K shares-10.49%2026-03-312026-04-10

Sponsored

CRWD CROWDSTRIKE HLDGS INC2.0K shares0.46%2026-03-312026-04-10

ITW ILLINOIS TOOL WKS INC2.9K shares0.60%2026-03-312026-04-10

KMB KIMBERLY-CLARK CORP7.5K shares59.30%2026-03-312026-04-10

SCHX SCHWAB STRATEGIC TR28.1K shares0.29%2026-03-312026-04-10

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-10

GS GOLDMAN SACHS GROUP INC840 shares0.00%2026-03-312026-04-10

VUG VANGUARD INDEX FDS1.6K shares31.06%2026-03-312026-04-10

LSTR LANDSTAR SYS INC4.4K shares1.06%2026-03-312026-04-10

Sponsored

IBP INSTALLED BLDG PRODS INC2.6K shares-2.59%2026-03-312026-04-10

ROST ROSS STORES INC3.1K shares3.99%2026-03-312026-04-10

ASML ASML HLDG NV509 shares10.65%2026-03-312026-04-10

IEFA ISHARES TR7.4K shares-22.42%2026-03-312026-04-10

MC MOELIS & CO11.8K shares5.44%2026-03-312026-04-10

UBS UBS GROUP AG17.0K shares1.37%2026-03-312026-04-10

APH AMPHENOL CORP5.2K shares3.84%2026-03-312026-04-10

LOW LOWES COS INC2.8K shares0.11%2026-03-312026-04-10

Sponsored

DE DEERE & CO1.2K shares-1.20%2026-03-312026-04-10

TE CONNECTIVITY PLC TE CONNECTIVITY PLC3.1K shares-11.19%2026-03-312026-04-10

LAM RESEARCH CORP LAM RESEARCH CORP3.0K shares0.17%2026-03-312026-04-10

VXUS VANGUARD STAR FDS8.2K shares11.37%2026-03-312026-04-10

GGG GRACO INC7.4K shares-0.83%2026-03-312026-04-10

LPLA LPL FINL HLDGS INC2.1K shares-24.94%2026-03-312026-04-10

MUR MURPHY OIL CORP15.1K shares-0.14%2026-03-312026-04-10

ZWS ZURN ELKAY WATER SOLNS CORP13.9K shares-12.53%2026-03-312026-04-10

Sponsored

VWO VANGUARD INTL EQUITY INDEX F11.5K shares22.86%2026-03-312026-04-10

NDSN NORDSON CORP2.3K shares-11.54%2026-03-312026-04-10

CSCO CISCO SYS INC7.8K shares-1.44%2026-03-312026-04-10

ALLE ALLEGION PLC4.1K shares-12.24%2026-03-312026-04-10

PLTR PALANTIR TECHNOLOGIES INC4.0K shares2.34%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS9.2K shares54.70%2026-03-312026-04-10

NXST NEXSTAR MEDIA GROUP INC3.2K shares-1.86%2026-03-312026-04-10

SYK STRYKER CORPORATION1.8K shares-0.34%2026-03-312026-04-10

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.9K shares-20.87%2026-03-312026-04-10

ULS UL SOLUTIONS INC6.7K shares-10.84%2026-03-312026-04-10

ROL ROLLINS INC10.6K shares-11.28%2026-03-312026-04-10

RLI RLI CORP9.8K shares8.08%2026-03-312026-04-10

SHOP SHOPIFY INC4.7K shares5.62%2026-03-312026-04-10

KAI KADANT INC1.9K shares2.92%2026-03-312026-04-10

MU MICRON TECHNOLOGY INC1.6K shares13.56%2026-03-312026-04-10

JAAA JANUS DETROIT STR TR10.8K shares9.69%2026-03-312026-04-10

Sponsored

ORLY OREILLY AUTOMOTIVE INC5.9K shares3.08%2026-03-312026-04-10

DTM DT MIDSTREAM INC4.0K shares0.30%2026-03-312026-04-10

IWF ISHARES TR1.3K shares-22.65%2026-03-312026-04-10

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.3K shares3.39%2026-03-312026-04-10

DLN WISDOMTREE TR5.8K sharesnew addition2026-03-312026-04-10

GEV GE VERNOVA INC596 shares2.58%2026-03-312026-04-10

SCHD SCHWAB STRATEGIC TR16.9K shares0.84%2026-03-312026-04-10

BANF BANCFIRST CORP4.7K shares23.56%2026-03-312026-04-10

Sponsored

FHB FIRST HAWAIIAN INC20.7K shares-3.49%2026-03-312026-04-10

T AT&T INC17.5K shares4.17%2026-03-312026-04-10

BAC BANK AMERICA CORP10.2K shares-6.70%2026-03-312026-04-10

COOPER COS INC COOPER COS INC6.9K shares-12.10%2026-03-312026-04-10

JCI JOHNSON CONTROLS INTERNATION3.7K shares-0.91%2026-03-312026-04-10

UFPI UFP INDUSTRIES INC5.3K shares18.94%2026-03-312026-04-10

AXP AMERICAN EXPRESS CO1.6K shares1.98%2026-03-312026-04-10

RTX RTX CORPORATION2.5K shares-5.78%2026-03-312026-04-10

Sponsored

GARP ISHARES TR7.5K sharesnew addition2026-03-312026-04-10

TMO THERMO FISHER SCIENTIFIC INC968 shares-1.02%2026-03-312026-04-10

ADSK AUTODESK INC2.0K shares7.70%2026-03-312026-04-10

LII LENNOX INTL INC997 shares-8.20%2026-03-312026-04-10

IWD ISHARES TR2.1K shares-1.74%2026-03-312026-04-10

LCII LCI INDS3.7K shares-3.01%2026-03-312026-04-10

CRVL CORVEL CORP8.3K shares28.60%2026-03-312026-04-10

HLT HILTON WORLDWIDE HLDGS INC1.5K shares4.01%2026-03-312026-04-10

Sponsored

LHX L3HARRIS TECHNOLOGIES INC1.3K shares-0.31%2026-03-312026-04-10

MS MORGAN STANLEY2.7K shares-28.87%2026-03-312026-04-10

BJ BJS WHSL CLUB HLDGS INC4.4K shares-9.26%2026-03-312026-04-10

HWM HOWMET AEROSPACE INC1.9K shares8.14%2026-03-312026-04-10

PGR PROGRESSIVE CORP2.2K shares-5.75%2026-03-312026-04-10

TTAN SERVICETITAN INC6.7K shares35.33%2026-03-312026-04-10

SAIA SAIA INC1.2K shares-12.35%2026-03-312026-04-10

WDC WESTERN DIGITAL CORP1.6K shares0.13%2026-03-312026-04-10

Sponsored

WSO WATSCO INC1.2K shares-8.42%2026-03-312026-04-10

MLM MARTIN MARIETTA MATLS INC712 shares2.30%2026-03-312026-04-10

DCI DONALDSON INC4.9K shares-1.87%2026-03-312026-04-10

AXON AXON ENTERPRISE INC983 shares7.90%2026-03-312026-04-10

EFX EQUIFAX INC2.3K shares-0.30%2026-03-312026-04-10

APD AIR PRODUCTS AND CHEMICALS I1.4K shares2.95%2026-03-312026-04-10

BBY BEST BUY INC6.3K shares-0.41%2026-03-312026-04-10

CASY CASEYS GEN STORES INC540 shares3.85%2026-03-312026-04-10

Sponsored

SCHW SCHWAB CHARLES CORP4.2K shares-9.01%2026-03-312026-04-10

INTC INTEL CORP8.9K shares0.76%2026-03-312026-04-10

VZ VERIZON COMMUNICATIONS INC7.8K shares5.32%2026-03-312026-04-10

BFAM BRIGHT HORIZONS FAM SOL IN D4.7K shares29.54%2026-03-312026-04-10

HWKN HAWKINS INC2.5K sharesnew addition2026-03-312026-04-10

HLNE HAMILTON LANE INC3.9K shares98.66%2026-03-312026-04-10

URI UNITED RENTALS INC524 shares2.34%2026-03-312026-04-10

YUM YUM BRANDS INC2.4K shares0.75%2026-03-312026-04-10

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC11.6K shares-10.90%2026-03-312026-04-10

COP CONOCOPHILLIPS2.8K shares0.65%2026-03-312026-04-10

TXN TEXAS INSTRS INC1.9K shares15.67%2026-03-312026-04-10

MO ALTRIA GROUP INC5.6K shares2.13%2026-03-312026-04-10

SCHA SCHWAB STRATEGIC TR12.5K shares0.14%2026-03-312026-04-10

ULTA ULTA BEAUTY INC693 sharesnew addition2026-03-312026-04-10

OLED UNIVERSAL DISPLAY CORP3.9K shares54.25%2026-03-312026-04-10

PFE PFIZER INC12.7K shares8.25%2026-03-312026-04-10

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.6K shares-5.86%2026-03-312026-04-10

PH PARKER-HANNIFIN CORP396 shares0.51%2026-03-312026-04-10

QCOM QUALCOMM INC2.7K shares1.30%2026-03-312026-04-10

ISRG INTUITIVE SURGICAL INC760 shares2.15%2026-03-312026-04-10

APAM ARTISAN PARTNERS ASSET MGMT9.6K shares-8.64%2026-03-312026-04-10

AMD ADVANCED MICRO DEVICES INC1.7K shares2.27%2026-03-312026-04-10

EATON CORP PLC EATON CORP PLC969 shares-1.42%2026-03-312026-04-10

ASTRAZENECA PLC ASTRAZENECA PLC1.8K sharesnew addition2026-03-312026-04-10

Sponsored

WFC WELLS FARGO & CO4.3K shares0.14%2026-03-312026-04-10

MUB ISHARES TR3.3K shares3.79%2026-03-312026-04-10

VMC VULCAN MATLS CO1.3K shares10.79%2026-03-312026-04-10

CR CRANE COMPANY2.0K shares0.05%2026-03-312026-04-10

ALGN ALIGN TECHNOLOGY INC2.0K sharesnew addition2026-03-312026-04-10

FDX FEDEX CORP948 shares-1.96%2026-03-312026-04-10

NOW SERVICENOW INC3.2K shares-0.19%2026-03-312026-04-10

JMST J P MORGAN EXCHANGE TRADED F6.6K shares0.65%2026-03-312026-04-10

Sponsored

SF STIFEL FINL CORP4.5K shares51.25%2026-03-312026-04-10

ROK ROCKWELL AUTOMATION INC934 shares1.19%2026-03-312026-04-10

VB VANGUARD INDEX FDS1.3K shares2.18%2026-03-312026-04-10

FCX FREEPORT MCMORAN INC5.6K shares-2.57%2026-03-312026-04-10

ACGL ARCH CAP GROUP LTD3.4K shares8.19%2026-03-312026-04-10

TRMB TRIMBLE INC5.0K shares3.97%2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS1.3K shares5.69%2026-03-312026-04-10

BSY BENTLEY SYS INC9.2K shares-36.84%2026-03-312026-04-10

Sponsored

LMT LOCKHEED MARTIN CORP533 shares2.11%2026-03-312026-04-10

THO THOR INDS INC4.0K shares-10.33%2026-03-312026-04-10

CHH CHOICE HOTELS INTL INC3.1K shares40.20%2026-03-312026-04-10

DGRW WISDOMTREE TR3.6K shares-62.94%2026-03-312026-04-10

CMCSA COMCAST CORP NEW10.9K shares4.95%2026-03-312026-04-10

VONG VANGUARD SCOTTSDALE FDS2.8K shares-32.67%2026-03-312026-04-10

CTAS CINTAS CORP1.8K shares17.43%2026-03-312026-04-10

SITE SITEONE LANDSCAPE SUPPLY INC2.3K shares-12.42%2026-03-312026-04-10

Sponsored

ZBRA ZEBRA TECHNOLOGIES CORPORATI1.5K shares-7.09%2026-03-312026-04-10

IEMG ISHARES INC4.4K shares-17.65%2026-03-312026-04-10

ES EVERSOURCE ENERGY4.4K shares1.01%2026-03-312026-04-10

VRT VERTIV HOLDINGS CO1.2K sharesnew addition2026-03-312026-04-10

AMGN AMGEN INC848 shares1.44%2026-03-312026-04-10

ARISTA NETWORKS INC ARISTA NETWORKS INC2.4K shares-14.31%2026-03-312026-04-10

JCPB J P MORGAN EXCHANGE TRADED F6.3K sharesnew addition2026-03-312026-04-10

CL COLGATE PALMOLIVE CO3.5K shares0.17%2026-03-312026-04-10

Sponsored

BNDX VANGUARD CHARLOTTE FDS6.1K sharesnew addition2026-03-312026-04-10

AME AMETEK INC1.4K shares0.51%2026-03-312026-04-10

PANW PALO ALTO NETWORKS INC1.8K shares21.55%2026-03-312026-04-10

MANH MANHATTAN ASSOCIATES INC2.2K shares-8.52%2026-03-312026-04-10

MCK MCKESSON CORP335 shares0.90%2026-03-312026-04-10

OLLI OLLIES BARGAIN OUTLET HLDGS3.1K shares-18.26%2026-03-312026-04-10

CPRT COPART INC8.6K shares12.22%2026-03-312026-04-10

RDNT RADNET INC5.1K shares0.20%2026-03-312026-04-10

Sponsored

LNT ALLIANT ENERGY CORP4.0K shares-2.74%2026-03-312026-04-10

MPC MARATHON PETE CORP1.1K sharesnew addition2026-03-312026-04-10

BMY BRISTOL-MYERS SQUIBB CO4.6K shares5.66%2026-03-312026-04-10

BA BOEING CO1.4K shares0.95%2026-03-312026-04-10

ISHARES GOLD TR ISHARES GOLD TR3.1K shares-15.98%2026-03-312026-04-10

GLW CORNING INC2.0K sharesnew addition2026-03-312026-04-10

UBER UBER TECHNOLOGIES INC3.8K shares-19.12%2026-03-312026-04-10

CAH CARDINAL HEALTH INC1.3K shares1.91%2026-03-312026-04-10

Sponsored

MSCI MSCI INC499 shares28.61%2026-03-312026-04-10

KLAC KLA CORP182 shares0.00%2026-03-312026-04-10

MMM 3M CO1.8K shares-0.22%2026-03-312026-04-10

DIS DISNEY WALT CO2.8K shares-7.90%2026-03-312026-04-10

ETR ENTERGY CORP NEW2.3K shares1.21%2026-03-312026-04-10

IUSB ISHARES TR5.6K shares1.93%2026-03-312026-04-10

SPGI S&P GLOBAL INC610 shares-8.68%2026-03-312026-04-10

EXPO EXPONENT INC3.9K shares-11.29%2026-03-312026-04-10

Sponsored

NSC NORFOLK SOUTHN CORP861 shares-0.46%2026-03-312026-04-10

EMR EMERSON ELEC CO1.9K shares-1.05%2026-03-312026-04-10

SHEL SHELL PLC2.6K sharesnew addition2026-03-312026-04-10

IVW ISHARES TR2.1K shares0.00%2026-03-312026-04-10

PWR QUANTA SVCS INC436 sharesnew addition2026-03-312026-04-10

SLB SLB LIMITED4.6K sharesnew addition2026-03-312026-04-10

GILD GILEAD SCIENCES INC1.7K shares2.22%2026-03-312026-04-10

SAN BANCO SANTANDER SA20.8K shares-7.31%2026-03-312026-04-10

Sponsored

TSCO TRACTOR SUPPLY CO5.1K shares-1.38%2026-03-312026-04-10

WM WASTE MGMT INC DEL1.0K shares0.40%2026-03-312026-04-10

CENCORA INC CENCORA INC734 shares3.23%2026-03-312026-04-10

CITIGROUP INC CITIGROUP INC2.0K shares0.89%2026-03-312026-04-10

BRO BROWN & BROWN INC3.4K shares23.23%2026-03-312026-04-10

LH LABCORP HOLDINGS INC825 shares3.00%2026-03-312026-04-10

ODFL OLD DOMINION FREIGHT LINE IN1.1K shares-15.44%2026-03-312026-04-10

BKNG BOOKING HOLDINGS INC52 shares0.00%2026-03-312026-04-10

Sponsored

SPOT SPOTIFY TECHNOLOGY S A449 sharesnew addition2026-03-312026-04-10

SBUX STARBUCKS CORP2.4K shares-3.58%2026-03-312026-04-10

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL2.5K shares20.50%2026-03-312026-04-10

NEU NEWMARKET CORP325 shares-13.79%2026-03-312026-04-10

IWR ISHARES TR2.1K shares-60.81%2026-03-312026-04-10

CRM SALESFORCE INC1.1K shares-17.60%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR350 shares0.00%2026-03-312026-04-10

XEL XCEL ENERGY INC2.5K sharesnew addition2026-03-312026-04-10

Sponsored

TOTALENERGIES SE TOTALENERGIES SE2.2K sharesnew addition2026-03-312026-04-10

VSTS VESTIS CORPORATION13.2K sharesnew addition2026-03-312026-04-10

LYG LLOYDS BANKING GROUP PLC20.2K shares24.42%2026-03-312026-04-10

ABEV AMBEV SA10.8K sharesnew addition2026-03-312026-04-10

AAPL

APPLE INC

18.05%

Shares61.5K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

0.98%

Shares83.8K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

-9.31%

Shares37.0K

Event2026-03-31

Filed2026-04-10

DDWM

WISDOMTREE TR

15.29%

Shares230.8K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

-12.26%

Shares32.4K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

55.29%

Shares26.7K

Event2026-03-31

Filed2026-04-10

PROCTER & GAMBLE CO

1.15%

Shares47.1K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

-1.22%

Shares25.2K

Event2026-03-31

Filed2026-04-10

FLOT

ISHARES TR

1.63%

Shares116.1K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

-2.11%

Shares19.9K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-0.35%

Shares26.2K

Event2026-03-31

Filed2026-04-10

AGG

ISHARES TR

12.45%

Shares54.9K

Event2026-03-31

Filed2026-04-10

IMTM

ISHARES TR

16.67%

Shares104.3K

Event2026-03-31

Filed2026-04-10

ABBV

ABBVIE INC

-17.49%

Shares22.3K

Event2026-03-31

Filed2026-04-10

COCA COLA CO

-2.30%

Shares57.4K

Event2026-03-31

Filed2026-04-10

ORCL

ORACLE CORP

-2.23%

Shares28.8K

Event2026-03-31

Filed2026-04-10

ADI

ANALOG DEVICES INC

-2.30%

Shares13.1K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

-2.19%

Shares24.2K

Event2026-03-31

Filed2026-04-10