Sponsored

The Analysis of INSPIRE TRUST CO, N.A.'s Holdings & P&L

Currently, INSPIRE TRUST CO, N.A. holds 106 types of securities in its portfolio with a total value $647.7M. In the most recent quarter, they have increased their positions in SPOT (+10.0K shares, valued at $4.8M), MSFT (+11.7K shares, valued at $4.3M), IEMG (+60.8K shares, valued at $4.2M); decreased their positions in SPY (-6.0K shares, valued at $3.9M), TGT (-28.5K shares, valued at $3.5M), UNP (-6.5K shares, valued at $1.6M); initiated new positions in SPOT (+10.0K shares, valued at $4.8M), WFC (+45.0K shares, valued at $3.6M), N/A (+3.6K shares, valued at $3.5M).

1M P&L

+13.0M+2.33%

3M P&L

+11.0M+1.96%

HY P&L

+57.8M+11.25%

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/A92.3M

17.3%

2Software - Infrastructure27.7M

5.2%

3Utilities - Regulated Electric22.8M

4.3%

Top Industries by Stock Count

1N/A12 stocks

12.1%

2Drug Manufacturers - General5 stocks

5.1%

3REIT - Specialty4 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEMG ISHARES CORE MSCI EMERGING350.0K shares21.04%2026-03-312026-05-12

IEFA ISHARES TR CORE MSCI EAFE259.0K shares11.54%2026-03-312026-05-12

BROADCOM INC. BROADCOM INC.58.2K shares18.44%2026-03-312026-05-12

AAPL APPLE INC.68.1K shares18.17%2026-03-312026-05-12

MSFT MICROSOFT CORP.45.8K shares34.23%2026-03-312026-05-12

ALPHABET INC. CLASS C ALPHABET INC. CLASS C55.4K shares7.41%2026-03-312026-05-12

IJT ISHARES TR S&P SML 600 GWT102.0K shares4.08%2026-03-312026-05-12

CVX CHEVRON CORP.67.1K shares-8.73%2026-03-312026-05-12

Sponsored

NEE NEXTERA ENERGY INC.146.7K shares-5.97%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MFG LTD AD38.0K shares8.57%2026-03-312026-05-12

RTX RAYTHEON TECHNOLOGIES CORP.64.6K shares0.00%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO.41.6K shares26.08%2026-03-312026-05-12

V VISA INC. CLASS A35.6K shares34.10%2026-03-312026-05-12

VOT VANGUARD INDEX FDS MCAP GR IDXV40.5K shares10.96%2026-03-312026-05-12

CB CHUBB LIMITED COM31.6K shares-4.53%2026-03-312026-05-12

ORCL ORACLE CORP.63.5K shares67.19%2026-03-312026-05-12

Sponsored

AMZN AMAZON.COM INC.41.8K shares7.20%2026-03-312026-05-12

JCI JOHNSON CTLS INTL PLC SHS63.0K shares-3.08%2026-03-312026-05-12

CITIGROUP INC COM NEW CITIGROUP INC COM NEW70.0K shares0.00%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB COMPANY130.0K shares0.00%2026-03-312026-05-12

SPMD STATE STREET SPDR SER TR PORTFO130.6K shares4.58%2026-03-312026-05-12

SLB SLB LIMITED147.5K shares-3.28%2026-03-312026-05-12

WMB WILLIAMS COS INC COM102.5K shares-10.48%2026-03-312026-05-12

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC31.5K shares8.62%2026-03-312026-05-12

Sponsored

MS MORGAN STANLEY COM NEW44.0K shares22.16%2026-03-312026-05-12

OXY OCCIDENTAL PETE CORP COM110.0K shares-7.56%2026-03-312026-05-12

SRE SEMPRA COM72.5K shares0.69%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON28.6K shares-7.82%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS CO28.8K shares29.15%2026-03-312026-05-12

PLD PROLOGIS INC. COM51.0K shares0.00%2026-03-312026-05-12

WY WEYERHAEUSER CO MTN BE COM NEW275.0K shares1.10%2026-03-312026-05-12

MMM 3M CO COM46.0K shares24.32%2026-03-312026-05-12

Sponsored

UNH UNITEDHEALTH GROUP INC.24.5K shares18.50%2026-03-312026-05-12

CSCO CISCO SYSTEMS INC.85.2K shares6.48%2026-03-312026-05-12

J JACOBS SOLUTIONS INC COM51.5K shares18.39%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC. CLASS B BERKSHIRE HATHAWAY INC. CLASS B13.3K shares0.42%2026-03-312026-05-12

OGE OGE ENERGY CORP COM132.0K shares-4.35%2026-03-312026-05-12

STT STATE STR CORP COM50.0K shares13.64%2026-03-312026-05-12

UBS UBS GROUP AG SHS160.0K shares23.08%2026-03-312026-05-12

T AT&T INC COM214.0K shares-12.30%2026-03-312026-05-12

Sponsored

VZ VERIZON COMMUNICATIONS INC.122.0K shares-17.01%2026-03-312026-05-12

DAL DELTA AIR LINES INC DEL COM NEW92.0K shares5.75%2026-03-312026-05-12

SHEL SHELL PLC SPON ADS65.0K shares0.00%2026-03-312026-05-12

TFC TRUIST FINL CORP COM131.0K shares12.93%2026-03-312026-05-12

MEDTRONIC PLC SHS MEDTRONIC PLC SHS69.0K shares17.95%2026-03-312026-05-12

TM TOYOTA MOTOR CORP ADS29.0K shares7.41%2026-03-312026-05-12

DIS WALT DISNEY COMPANY62.0K shares19.23%2026-03-312026-05-12

LINDE LINDE12.0K shares9.39%2026-03-312026-05-12

Sponsored

COST COSTCO WHOLESALE CORP.5.7K shares0.26%2026-03-312026-05-12

TGT TARGET CORP COM45.5K shares-38.51%2026-03-312026-05-12

TJX TJX COS INC34.2K shares21.57%2026-03-312026-05-12

SBUX STARBUCKS CORP COM60.0K shares9.09%2026-03-312026-05-12

IJS ISHARES S&P SMALL-CAP 600 VALUE45.0K shares8.43%2026-03-312026-05-12

UPS UNITED PARCEL SERVICE INC CL B54.0K shares12.50%2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC COM73.1K shares7.43%2026-03-312026-05-12

PEP PEPSICO INC.33.0K shares0.00%2026-03-312026-05-12

Sponsored

ICE INTERCONTINENTAL EXCHANGE INC C32.5K shares18.12%2026-03-312026-05-12

BA BOEING CO COM25.5K shares30.77%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC.10.0K shares33.56%2026-03-312026-05-12

SPOT SPOTIFY TECHNOLOGY10.0K sharesnew addition2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC COM1.1K shares36.73%2026-03-312026-05-12

PFE PFIZER INC.162.0K shares8.00%2026-03-312026-05-12

TMUS T-MOBILE US INC COM21.0K shares-8.70%2026-03-312026-05-12

MELI MERCADOLIBRE INC2.5K shares177.78%2026-03-312026-05-12

Sponsored

FTNT FORTINET INC COM52.5K shares10.53%2026-03-312026-05-12

IFF INTERNATIONAL FLAVORS&FRAGRANC59.0K shares-3.28%2026-03-312026-05-12

DXCM DEXCOM INC COM65.0K shares13.96%2026-03-312026-05-12

FIS FIDELITY NATL INFORMATION SVCS87.0K shares14.47%2026-03-312026-05-12

BALL BALL CORP COM67.0K shares-6.94%2026-03-312026-05-12

VSS VANGUARD INTL EQUITY INDEX FDS27.0K shares0.00%2026-03-312026-05-12

UNP UNION PAC CORP COM15.7K shares-29.11%2026-03-312026-05-12

VRSK VERISK ANALYTICS INC19.5K shares39.29%2026-03-312026-05-12

Sponsored

BIIB BIOGEN INC COM20.0K shares0.00%2026-03-312026-05-12

SLV ISHARES SILVER TR ISHARES53.5K shares-17.69%2026-03-312026-05-12

WFC WELLS FARGO & COMPANY45.0K sharesnew addition2026-03-312026-05-12

RPM RPM INTERNATIONAL INC35.0K shares16.67%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC3.6K sharesnew addition2026-03-312026-05-12

APTIV PLC SHS APTIV PLC SHS50.0K shares25.00%2026-03-312026-05-12

RH RH COM23.5K shares27.03%2026-03-312026-05-12

CLX CLOROX CO DEL COM31.0K shares0.00%2026-03-312026-05-12

Sponsored

CRM SALESFORCE INC.17.0K shares0.05%2026-03-312026-05-12

ADBE ADOBE INC.12.2K shares-0.07%2026-03-312026-05-12

FCX FREEPORT MCMORAN49.0K shares-10.91%2026-03-312026-05-12

CAG CONAGRA BRANDS INC COM180.0K shares0.00%2026-03-312026-05-12

GIS GENERAL MLS INC COM75.0K shares25.00%2026-03-312026-05-12

MSGS MADISON SQUARE GRDN SPRT CORP C8.5K shares-22.73%2026-03-312026-05-12

SPG SIMON PPTY GROUP INC NEW COM14.5K shares-6.45%2026-03-312026-05-12

AMT AMERICAN TOWER CORP NEW COM14.4K shares-6.36%2026-03-312026-05-12

Sponsored

EQIX EQUINIX INC COM2.5K shares-19.06%2026-03-312026-05-12

D DOMINION ENERGY INC COM34.0K shares-10.53%2026-03-312026-05-12

EOG EOG RES INC COM14.5K shares-19.44%2026-03-312026-05-12

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW16.0K shares-15.79%2026-03-312026-05-12

O REALTY INCOME CORP COM34.0K shares-17.07%2026-03-312026-05-12

BARRICK MINING CORPORATION BARRICK MINING CORPORATION50.7K shares-13.63%2026-03-312026-05-12

CROWN CASTLE INC COM CROWN CASTLE INC COM24.5K shares-12.50%2026-03-312026-05-12

PEG PUBLIC SVC ENTERPRISE GRP INC C23.0K shares-14.81%2026-03-312026-05-12

Sponsored

OKE ONEOK INC NEW COM20.0K shares-16.67%2026-03-312026-05-12

IRM IRON MTN INC DEL COM17.6K shares-12.21%2026-03-312026-05-12

UDR UDR INC COM52.0K shares-7.14%2026-03-312026-05-12

CNQ CANADIAN NATURAL RESOURCES32.0K shares-8.57%2026-03-312026-05-12

MTN VAIL RESORTS INC COM12.0K shares0.00%2026-03-312026-05-12

BLACKSTONE INC BLACKSTONE INC11.7K sharesnew addition2026-03-312026-05-12

SPY STATE STREET SPDR S&P 500 ETF1.9K shares-76.09%2026-03-312026-05-12

ARES ARES MANAGEMENT CORPORATION10.5K sharesnew addition2026-03-312026-05-12

Sponsored

AGG ISHARES CORE U.S. AGGREGATE BON4.5K shares0.00%2026-03-312026-05-12

IJR ISHARES TR CORE S&P SCP ETF1.9K sharesnew addition2026-03-312026-05-12

IEMG

ISHARES CORE MSCI EMERGING

21.04%

Shares350.0K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR CORE MSCI EAFE

11.54%

Shares259.0K

Event2026-03-31

Filed2026-05-12

BROADCOM INC.

18.44%

Shares58.2K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC.

18.17%

Shares68.1K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP.

34.23%

Shares45.8K

Event2026-03-31

Filed2026-05-12

ALPHABET INC. CLASS C

7.41%

Shares55.4K

Event2026-03-31

Filed2026-05-12

IJT

ISHARES TR S&P SML 600 GWT

4.08%

Shares102.0K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORP.

-8.73%

Shares67.1K

Event2026-03-31

Filed2026-05-12

NEE

NEXTERA ENERGY INC.

-5.97%

Shares146.7K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MFG LTD AD

8.57%

Shares38.0K

Event2026-03-31

Filed2026-05-12

RTX

RAYTHEON TECHNOLOGIES CORP.

0.00%

Shares64.6K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO.

26.08%

Shares41.6K

Event2026-03-31

Filed2026-05-12

VISA INC. CLASS A

34.10%

Shares35.6K

Event2026-03-31

Filed2026-05-12

VOT

VANGUARD INDEX FDS MCAP GR IDXV

10.96%

Shares40.5K

Event2026-03-31

Filed2026-05-12

CHUBB LIMITED COM

-4.53%

Shares31.6K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP.

67.19%

Shares63.5K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON.COM INC.

7.20%

Shares41.8K

Event2026-03-31

Filed2026-05-12

JCI

JOHNSON CTLS INTL PLC SHS

-3.08%

Shares63.0K

Event2026-03-31

Filed2026-05-12

CITIGROUP INC COM NEW

0.00%

Shares70.0K

Event2026-03-31

Filed2026-05-12

BMY

BRISTOL-MYERS SQUIBB COMPANY

0.00%

Shares130.0K

Event2026-03-31

Filed2026-05-12

SPMD

STATE STREET SPDR SER TR PORTFO

4.58%

Shares130.6K

Event2026-03-31

Filed2026-05-12

SLB

SLB LIMITED

-3.28%

Shares147.5K

Event2026-03-31

Filed2026-05-12

WMB

WILLIAMS COS INC COM

-10.48%

Shares102.5K

Event2026-03-31

Filed2026-05-12

FERGUSON ENTERPRISES INC

8.62%

Shares31.5K

Event2026-03-31

Filed2026-05-12

MORGAN STANLEY COM NEW

22.16%

Shares44.0K

Event2026-03-31

Filed2026-05-12

OXY

OCCIDENTAL PETE CORP COM

-7.56%

Shares110.0K

Event2026-03-31

Filed2026-05-12

SRE

SEMPRA COM

0.69%

Shares72.5K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-7.82%

Shares28.6K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS CO

29.15%

Shares28.8K

Event2026-03-31

Filed2026-05-12

PLD

PROLOGIS INC. COM

0.00%

Shares51.0K

Event2026-03-31

Filed2026-05-12

WEYERHAEUSER CO MTN BE COM NEW

1.10%

Shares275.0K

Event2026-03-31

Filed2026-05-12

MMM

3M CO COM

24.32%

Shares46.0K

Event2026-03-31

Filed2026-05-12

UNH

UNITEDHEALTH GROUP INC.

18.50%

Shares24.5K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYSTEMS INC.

6.48%

Shares85.2K

Event2026-03-31

Filed2026-05-12

JACOBS SOLUTIONS INC COM

18.39%

Shares51.5K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC. CLASS B

0.42%

Shares13.3K

Event2026-03-31

Filed2026-05-12

OGE

OGE ENERGY CORP COM

-4.35%

Shares132.0K

Event2026-03-31

Filed2026-05-12

STT

STATE STR CORP COM

13.64%

Shares50.0K

Event2026-03-31

Filed2026-05-12

UBS

UBS GROUP AG SHS

23.08%

Shares160.0K

Event2026-03-31

Filed2026-05-12

AT&T INC COM

-12.30%

Shares214.0K

Event2026-03-31

Filed2026-05-12

VERIZON COMMUNICATIONS INC.

-17.01%

Shares122.0K

Event2026-03-31

Filed2026-05-12

DAL

DELTA AIR LINES INC DEL COM NEW

5.75%

Shares92.0K

Event2026-03-31

Filed2026-05-12

SHEL

SHELL PLC SPON ADS

0.00%

Shares65.0K

Event2026-03-31

Filed2026-05-12

TFC

TRUIST FINL CORP COM

12.93%

Shares131.0K

Event2026-03-31

Filed2026-05-12

MEDTRONIC PLC SHS

17.95%

Shares69.0K

Event2026-03-31

Filed2026-05-12

TOYOTA MOTOR CORP ADS

7.41%

Shares29.0K

Event2026-03-31

Filed2026-05-12

DIS

WALT DISNEY COMPANY

19.23%

Shares62.0K

Event2026-03-31

Filed2026-05-12

LINDE

9.39%

Shares12.0K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORP.

0.26%

Shares5.7K

Event2026-03-31

Filed2026-05-12

TGT

TARGET CORP COM

-38.51%

Shares45.5K

Event2026-03-31

Filed2026-05-12

TJX

TJX COS INC

21.57%

Shares34.2K

Event2026-03-31

Filed2026-05-12

SBUX

STARBUCKS CORP COM

9.09%

Shares60.0K

Event2026-03-31

Filed2026-05-12

IJS

ISHARES S&P SMALL-CAP 600 VALUE

8.43%

Shares45.0K

Event2026-03-31

Filed2026-05-12

UPS

UNITED PARCEL SERVICE INC CL B

12.50%

Shares54.0K

Event2026-03-31

Filed2026-05-12

UBER

UBER TECHNOLOGIES INC COM

7.43%

Shares73.1K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC.

0.00%

Shares33.0K

Event2026-03-31

Filed2026-05-12

ICE

INTERCONTINENTAL EXCHANGE INC C

18.12%

Shares32.5K

Event2026-03-31

Filed2026-05-12

BOEING CO COM

30.77%

Shares25.5K

Event2026-03-31

Filed2026-05-12

TMO

THERMO FISHER SCIENTIFIC INC.

33.56%

Shares10.0K

Event2026-03-31

Filed2026-05-12

SPOT

SPOTIFY TECHNOLOGY

New

Shares10.0K

Event2026-03-31

Filed2026-05-12

BKNG

BOOKING HOLDINGS INC COM

36.73%

Shares1.1K

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC.

8.00%

Shares162.0K

Event2026-03-31

Filed2026-05-12

TMUS

T-MOBILE US INC COM

-8.70%

Shares21.0K

Event2026-03-31

Filed2026-05-12

MELI

MERCADOLIBRE INC

177.78%

Shares2.5K

Event2026-03-31

Filed2026-05-12

FTNT

FORTINET INC COM

10.53%

Shares52.5K

Event2026-03-31

Filed2026-05-12

IFF

INTERNATIONAL FLAVORS&FRAGRANC

-3.28%

Shares59.0K

Event2026-03-31

Filed2026-05-12

DXCM

DEXCOM INC COM

13.96%

Shares65.0K

Event2026-03-31

Filed2026-05-12

FIS

FIDELITY NATL INFORMATION SVCS

14.47%

Shares87.0K

Event2026-03-31

Filed2026-05-12

BALL

BALL CORP COM

-6.94%

Shares67.0K

Event2026-03-31

Filed2026-05-12

VSS

VANGUARD INTL EQUITY INDEX FDS

0.00%

Shares27.0K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP COM

-29.11%

Shares15.7K

Event2026-03-31

Filed2026-05-12

VRSK

VERISK ANALYTICS INC

39.29%

Shares19.5K

Event2026-03-31

Filed2026-05-12

BIIB

BIOGEN INC COM

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-12

SLV

ISHARES SILVER TR ISHARES

-17.69%

Shares53.5K

Event2026-03-31

Filed2026-05-12

WFC

WELLS FARGO & COMPANY

New

Shares45.0K

Event2026-03-31

Filed2026-05-12

RPM

RPM INTERNATIONAL INC

16.67%

Shares35.0K

Event2026-03-31

Filed2026-05-12

BLACKROCK INC

New

Shares3.6K

Event2026-03-31

Filed2026-05-12

APTIV PLC SHS

25.00%

Shares50.0K

Event2026-03-31

Filed2026-05-12

RH COM

27.03%

Shares23.5K

Event2026-03-31

Filed2026-05-12

CLX

CLOROX CO DEL COM

0.00%

Shares31.0K

Event2026-03-31

Filed2026-05-12

CRM

SALESFORCE INC.

0.05%

Shares17.0K

Event2026-03-31

Filed2026-05-12

ADBE

ADOBE INC.

-0.07%

Shares12.2K

Event2026-03-31

Filed2026-05-12

FCX

FREEPORT MCMORAN

-10.91%

Shares49.0K

Event2026-03-31

Filed2026-05-12

CAG

CONAGRA BRANDS INC COM

0.00%

Shares180.0K

Event2026-03-31

Filed2026-05-12

GIS

GENERAL MLS INC COM

25.00%

Shares75.0K

Event2026-03-31

Filed2026-05-12

MSGS

MADISON SQUARE GRDN SPRT CORP C

-22.73%

Shares8.5K

Event2026-03-31

Filed2026-05-12

SPG

SIMON PPTY GROUP INC NEW COM

-6.45%

Shares14.5K

Event2026-03-31

Filed2026-05-12

AMT

AMERICAN TOWER CORP NEW COM

-6.36%

Shares14.4K

Event2026-03-31

Filed2026-05-12

EQIX

EQUINIX INC COM

-19.06%

Shares2.5K

Event2026-03-31

Filed2026-05-12

DOMINION ENERGY INC COM

-10.53%

Shares34.0K

Event2026-03-31

Filed2026-05-12

EOG

EOG RES INC COM

-19.44%

Shares14.5K

Event2026-03-31

Filed2026-05-12

DUKE ENERGY CORP NEW COM NEW

-15.79%

Shares16.0K

Event2026-03-31

Filed2026-05-12

REALTY INCOME CORP COM

-17.07%

Shares34.0K

Event2026-03-31

Filed2026-05-12

BARRICK MINING CORPORATION

-13.63%

Shares50.7K

Event2026-03-31

Filed2026-05-12

CROWN CASTLE INC COM

-12.50%

Shares24.5K

Event2026-03-31

Filed2026-05-12

PEG

PUBLIC SVC ENTERPRISE GRP INC C

-14.81%

Shares23.0K

Event2026-03-31

Filed2026-05-12

OKE

ONEOK INC NEW COM

-16.67%

Shares20.0K

Event2026-03-31

Filed2026-05-12

IRM

IRON MTN INC DEL COM

-12.21%

Shares17.6K

Event2026-03-31

Filed2026-05-12

UDR

UDR INC COM

-7.14%

Shares52.0K

Event2026-03-31

Filed2026-05-12

CNQ

CANADIAN NATURAL RESOURCES

-8.57%

Shares32.0K

Event2026-03-31

Filed2026-05-12

MTN

VAIL RESORTS INC COM

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-12

BLACKSTONE INC

New

Shares11.7K

Event2026-03-31

Filed2026-05-12

SPY

STATE STREET SPDR S&P 500 ETF

-76.09%

Shares1.9K

Event2026-03-31

Filed2026-05-12

ARES

ARES MANAGEMENT CORPORATION

New

Shares10.5K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES CORE U.S. AGGREGATE BON

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR CORE S&P SCP ETF

New

Shares1.9K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available