Sponsored

The Analysis of Ipswich Investment Management Co., Inc.'s Holdings & P&L

Currently, Ipswich Investment Management Co., Inc. holds 185 types of securities in its portfolio with a total value $425.9M. In the most recent quarter, they have increased their positions in N/A (+18.9K shares, valued at $1.7M), IUSV (+14.8K shares, valued at $1.5M), N/A (+6.6K shares, valued at $1.5M); decreased their positions in NVO (-30.4K shares, valued at $1.1M), N/A (-3.5K shares, valued at $1.0M), LLY (-762 shares, valued at $700.9K); initiated new positions in N/A (+18.9K shares, valued at $1.7M), IUSV (+14.8K shares, valued at $1.5M), IUSG (+7.5K shares, valued at $1.2M).

1M P&L

+14.1M+3.66%

3M P&L

+19.2M+5.04%

HY P&L

+39.3M+10.89%

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

1Software - Infrastructure30.3M

8.2%

2N/A29.3M

7.9%

3Drug Manufacturers - General28.4M

7.7%

Top Industries by Stock Count

1N/A16 stocks

9.7%

2Drug Manufacturers - General9 stocks

5.5%

3Software - Infrastructure6 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP61.6K shares-0.66%2026-03-312026-04-10

AAPL APPLE INC84.1K shares-1.26%2026-03-312026-04-10

ALPHABET INC ALPHABET INC55.6K shares-5.97%2026-03-312026-04-10

XOM EXXON MOBIL CORP85.5K shares-4.48%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION14.1K shares-2.48%2026-03-312026-04-10

IWV ISHARES TR36.8K shares-3.87%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO44.9K shares-0.50%2026-03-312026-04-10

NVDA NVIDIA CORPORATION71.3K shares-1.27%2026-03-312026-04-10

Sponsored

CAT CATERPILLAR INC15.8K shares-3.38%2026-03-312026-04-10

AMZN AMAZON COM INC48.3K shares-2.07%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON36.9K shares-1.54%2026-03-312026-04-10

V VISA INC26.7K shares-2.18%2026-03-312026-04-10

CVX CHEVRON CORPORATION36.6K shares-3.02%2026-03-312026-04-10

ASML ASML HLDG NV5.7K shares-4.97%2026-03-312026-04-10

TJX TJX COS INC NEW46.7K shares-2.81%2026-03-312026-04-10

TXN TEXAS INSTRS INC36.8K shares-3.81%2026-03-312026-04-10

Sponsored

PGR PROGRESSIVE CORP32.2K shares-1.94%2026-03-312026-04-10

LINDE PLC LINDE PLC12.5K shares-0.28%2026-03-312026-04-10

MMC MARSH & MCLENNAN COS INC35.7K shares-3.88%2026-03-312026-04-10

TPL TEXAS PACIFIC LAND CORPORATI12.6K shares-9.33%2026-03-312026-04-10

WSO WATSCO INC16.3K shares-2.56%2026-03-312026-04-10

LLY ELI LILLY & CO6.3K shares-10.79%2026-03-312026-04-10

MERCK & CO INC MERCK & CO INC46.9K shares-0.11%2026-03-312026-04-10

AMGN AMGEN INC15.8K shares-1.43%2026-03-312026-04-10

Sponsored

PANW PALO ALTO NETWORKS INC34.5K shares-1.59%2026-03-312026-04-10

OKE ONEOK INC NEW59.4K shares-7.23%2026-03-312026-04-10

CB CHUBB LTD SWITZ16.4K shares-1.93%2026-03-312026-04-10

PG PROCTER & GAMBLE CO36.3K shares-11.06%2026-03-312026-04-10

CCJ CAMECO CORP41.7K shares-7.34%2026-03-312026-04-10

ALPHABET INC ALPHABET INC15.3K shares-2.01%2026-03-312026-04-10

AMRZ AMRIZE LTD77.8K shares-6.45%2026-03-312026-04-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND19.0K shares-12.02%2026-03-312026-04-10

Sponsored

IVV ISHARES TR5.7K shares0.33%2026-03-312026-04-10

NFLX NETFLIX INC.34.4K shares32.64%2026-03-312026-04-10

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO79.8K shares1.39%2026-03-312026-04-10

PEP PEPSICO INC19.5K shares-8.52%2026-03-312026-04-10

KO COCA COLA CO38.2K shares-1.74%2026-03-312026-04-10

RTX RTX CORPORATION13.5K shares-0.30%2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS10.7K shares-0.53%2026-03-312026-04-10

STERIS PLC STERIS PLC11.7K shares131.81%2026-03-312026-04-10

Sponsored

ABBV ABBVIE INC11.7K shares9.52%2026-03-312026-04-10

AMAT APPLIED MATLS INC7.4K shares0.00%2026-03-312026-04-10

CMI CUMMINS INC4.6K shares-11.15%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE8.6K shares0.00%2026-03-312026-04-10

EMR EMERSON ELEC CO17.3K shares-1.70%2026-03-312026-04-10

HON HONEYWELL INTL INC10.0K shares-4.26%2026-03-312026-04-10

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW16.8K shares-0.83%2026-03-312026-04-10

UNP UNION PAC CORP9.0K shares-0.25%2026-03-312026-04-10

Sponsored

NVS NOVARTIS AG13.8K shares-19.13%2026-03-312026-04-10

LB LANDBRIDGE COMPANY LLC30.4K shares2.48%2026-03-312026-04-10

EQNR EQUINOR ASA48.8K shares-10.95%2026-03-312026-04-10

MCD MCDONALDS CORP6.4K shares-1.14%2026-03-312026-04-10

BNS BANK NOVA SCOTIA B C27.7K shares-7.78%2026-03-312026-04-10

VTI VANGUARD INDEX FDS5.9K shares0.00%2026-03-312026-04-10

GEV GE VERNOVA INC2.1K shares0.00%2026-03-312026-04-10

TMO THERMO FISHER SCIENTIFIC INC3.7K shares0.22%2026-03-312026-04-10

Sponsored

SHEL SHELL PLC18.7K shares-3.71%2026-03-312026-04-10

TOTALENERGIES SE TOTALENERGIES SE18.9K sharesnew addition2026-03-312026-04-10

SO SOUTHERN CO17.3K shares11.46%2026-03-312026-04-10

LEU CENTRUS ENERGY CORP9.6K shares-5.01%2026-03-312026-04-10

NVO NOVO-NORDISK A S43.5K shares-41.08%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR2.8K shares-5.15%2026-03-312026-04-10

ROST ROSS STORES INC7.2K shares-1.58%2026-03-312026-04-10

IUSV ISHARES TR14.8K sharesnew addition2026-03-312026-04-10

Sponsored

HD HOME DEPOT INC4.3K shares6.04%2026-03-312026-04-10

MO ALTRIA GROUP INC20.8K shares0.00%2026-03-312026-04-10

BROADCOM INC BROADCOM INC4.1K shares0.00%2026-03-312026-04-10

ADP AUTOMATIC DATA PROCESSING IN6.1K shares-1.61%2026-03-312026-04-10

ORLY OREILLY AUTOMOTIVE INC13.3K shares0.00%2026-03-312026-04-10

CCEP COCA-COLA EUROPACIFIC PARTNE13.4K shares-10.05%2026-03-312026-04-10

T AT&T INC41.9K shares-0.90%2026-03-312026-04-10

AXP AMERICAN EXPRESS CO3.9K shares-3.14%2026-03-312026-04-10

Sponsored

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

IWS ISHARES TR7.9K sharesnew addition2026-03-312026-04-10

MMM 3M CO7.9K shares-12.22%2026-03-312026-04-10

NEM NEWMONT CORP10.5K shares-17.37%2026-03-312026-04-10

CRSP CRISPR THERAPEUTICS AG23.5K shares-5.99%2026-03-312026-04-10

BTI BRITISH AMERN TOB PLC19.0K shares-24.00%2026-03-312026-04-10

OTIS OTIS WORLDWIDE CORP14.3K shares-14.90%2026-03-312026-04-10

IJR ISHARES TR8.6K shares0.00%2026-03-312026-04-10

Sponsored

NEE NEXTERA ENERGY INC11.4K shares-2.54%2026-03-312026-04-10

DHR DANAHER CORP DEL5.5K shares0.00%2026-03-312026-04-10

PFF ISHARES TR33.9K shares0.00%2026-03-312026-04-10

IJH ISHARES TR14.9K shares0.00%2026-03-312026-04-10

LHX L3HARRIS TECHNOLOGIES INC2.9K shares-0.65%2026-03-312026-04-10

FICO FAIR ISAAC CORP921 shares0.00%2026-03-312026-04-10

AMD ADVANCED MICRO DEVICES INC4.6K shares0.00%2026-03-312026-04-10

VRTX VERTEX PHARMACEUTICALS INC2.1K shares0.98%2026-03-312026-04-10

Sponsored

IWP ISHARES TR7.2K sharesnew addition2026-03-312026-04-10

ORCL ORACLE CORP6.1K shares-6.71%2026-03-312026-04-10

BMY BRISTOL-MYERS SQUIBB CO14.8K shares-10.40%2026-03-312026-04-10

ITW ILLINOIS TOOL WKS INC3.4K shares9.62%2026-03-312026-04-10

EPD ENTERPRISE PRODS PARTNERS L23.1K shares0.00%2026-03-312026-04-10

GLW CORNING INC6.4K shares-13.98%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.8K shares70.82%2026-03-312026-04-10

SSD SIMPSON MFG INC5.0K shares0.53%2026-03-312026-04-10

Sponsored

MAR MARRIOTT INTL INC NEW2.6K shares-8.56%2026-03-312026-04-10

SYY SYSCO CORP11.5K shares0.00%2026-03-312026-04-10

ABT ABBOTT LABORATORIES7.9K shares-36.58%2026-03-312026-04-10

AFL AFLAC INC7.2K shares-2.03%2026-03-312026-04-10

THE CIGNA GROUP THE CIGNA GROUP2.9K shares0.00%2026-03-312026-04-10

PM PHILIP MORRIS INTL INC4.6K shares-6.13%2026-03-312026-04-10

APD AIR PRODUCTS AND CHEMICALS I2.6K shares-0.88%2026-03-312026-04-10

VZ VERIZON COMMUNICATIONS INC14.8K shares-0.99%2026-03-312026-04-10

Sponsored

MKC MCCORMICK & CO INC13.9K shares-0.36%2026-03-312026-04-10

LAM RESEARCH CORP LAM RESEARCH CORP3.3K shares0.00%2026-03-312026-04-10

FIX COMFORT SYS USA INC483 shares-7.65%2026-03-312026-04-10

HSY HERSHEY CO3.1K shares0.00%2026-03-312026-04-10

COP CONOCOPHILLIPS5.0K shares0.00%2026-03-312026-04-10

SHW SHERWIN WILLIAMS CO2.0K shares0.00%2026-03-312026-04-10

BMO BANK MONTREAL MEDIUM4.8K shares-12.31%2026-03-312026-04-10

INTC INTEL CORP14.4K shares0.00%2026-03-312026-04-10

Sponsored

RCL ROYAL CARIBBEAN GROUP2.3K shares-1.08%2026-03-312026-04-10

CROWN CASTLE INC CROWN CASTLE INC7.6K shares-0.72%2026-03-312026-04-10

META META PLATFORMS INC1.1K shares6.66%2026-03-312026-04-10

TGT TARGET CORP5.0K shares-2.07%2026-03-312026-04-10

DIS DISNEY WALT CO6.2K shares7.89%2026-03-312026-04-10

GILD GILEAD SCIENCES INC4.2K shares-4.25%2026-03-312026-04-10

TECK TECK RESOURCES LTD11.1K shares-1.78%2026-03-312026-04-10

MU MICRON TECHNOLOGY INC1.7K shares-19.07%2026-03-312026-04-10

Sponsored

DIA STATE STR SPDR DOW JONES IND1.2K shares0.00%2026-03-312026-04-10

VRSN VERISIGN INC2.2K shares0.00%2026-03-312026-04-10

DE DEERE & CO913 shares0.00%2026-03-312026-04-10

ISRG INTUITIVE SURGICAL INC1.1K shares0.00%2026-03-312026-04-10

ED CONSOLIDATED EDISON INC4.4K shares-3.27%2026-03-312026-04-10

MA MASTERCARD INCORPORATED989 shares3.45%2026-03-312026-04-10

ICE INTERCONTINENTAL EXCHANGE IN3.1K shares6.96%2026-03-312026-04-10

SYK STRYKER CORPORATION1.5K shares-9.82%2026-03-312026-04-10

Sponsored

EFA ISHARES TR5.0K shares1.12%2026-03-312026-04-10

GSK PLC GSK PLC8.5K shares0.00%2026-03-312026-04-10

PWR QUANTA SVCS INC851 shares0.00%2026-03-312026-04-10

LOW LOWES COS INC2.0K shares0.00%2026-03-312026-04-10

MS MORGAN STANLEY2.8K shares0.00%2026-03-312026-04-10

SLB SLB LIMITED8.9K shares-2.44%2026-03-312026-04-10

PSX PHILLIPS 662.5K shares4.17%2026-03-312026-04-10

CRM SALESFORCE INC2.4K shares-45.31%2026-03-312026-04-10

Sponsored

MPC MARATHON PETE CORP1.8K shares24.77%2026-03-312026-04-10

RPM RPM INTL INC4.2K shares0.00%2026-03-312026-04-10

MEDP MEDPACE HLDGS INC855 shares0.00%2026-03-312026-04-10

CTVA CORTEVA INC4.7K shares0.00%2026-03-312026-04-10

IWM ISHARES TR1.5K shares0.00%2026-03-312026-04-10

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC8.1K shares0.00%2026-03-312026-04-10

VLTO VERALTO CORP4.1K shares-0.14%2026-03-312026-04-10

DPZ DOMINOS PIZZA INC1.0K sharesnew addition2026-03-312026-04-10

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC3.0K sharesnew addition2026-03-312026-04-10

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.00%2026-03-312026-04-10

ADBE ADOBE INC1.3K shares-16.41%2026-03-312026-04-10

CHD CHURCH & DWIGHT CO INC3.4K shares-7.89%2026-03-312026-04-10

JKHY HENRY JACK & ASSOC INC2.0K shares-3.62%2026-03-312026-04-10

WFC WELLS FARGO & CO3.9K shares-6.55%2026-03-312026-04-10

IDXX IDEXX LABS INC547 shares0.00%2026-03-312026-04-10

LH LABCORP HOLDINGS INC1.1K shares0.00%2026-03-312026-04-10

Sponsored

CME CME GROUP INC1.0K shares0.00%2026-03-312026-04-10

LMT LOCKHEED MARTIN CORP500 shares-5.66%2026-03-312026-04-10

WM WASTE MGMT INC DEL1.3K shares0.00%2026-03-312026-04-10

TTC TORO CO3.2K shares0.00%2026-03-312026-04-10

GXO GXO LOGISTICS INCORPORATED5.7K shares4.14%2026-03-312026-04-10

CL COLGATE PALMOLIVE CO3.4K shares0.00%2026-03-312026-04-10

SAIA SAIA INC820 shares0.00%2026-03-312026-04-10

QCOM QUALCOMM INC2.2K shares-21.31%2026-03-312026-04-10

Sponsored

APH AMPHENOL CORP2.2K shares0.00%2026-03-312026-04-10

SBUX STARBUCKS CORP3.0K shares0.00%2026-03-312026-04-10

CFG CITIZENS FINL GROUP INC4.4K shares-5.41%2026-03-312026-04-10

FTNT FORTINET INC3.2K shares0.00%2026-03-312026-04-10

PFE PFIZER INC9.1K shares0.00%2026-03-312026-04-10

DOV DOVER CORP1.2K shares0.00%2026-03-312026-04-10

AKAM AKAMAI TECHNOLOGIES INC2.2K shares-6.92%2026-03-312026-04-10

FAST FASTENAL CO5.2K shares1.81%2026-03-312026-04-10

Sponsored

BR BROADRIDGE FINL SOLUTIONS IN1.5K shares0.00%2026-03-312026-04-10

WAT WATERS CORP780 shares0.00%2026-03-312026-04-10

WMT WALMART INC1.9K shares0.00%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T352 shares0.00%2026-03-312026-04-10

EXPD EXPEDITORS INTL WASH INC1.6K shares0.00%2026-03-312026-04-10

FSLR FIRST SOLAR INC1.1K shares-36.65%2026-03-312026-04-10

CVS CVS HEALTH CORP3.0K shares0.00%2026-03-312026-04-10

CPRT COPART INC6.4K shares-9.82%2026-03-312026-04-10

Sponsored

VLO VALERO ENERGY CORP860 sharesnew addition2026-03-312026-04-10

IGSB ISHARES TR4.0K shares0.00%2026-03-312026-04-10

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.8K sharesnew addition2026-03-312026-04-10

GIS GENERAL MILLS INC5.5K shares-2.60%2026-03-312026-04-10

TRV TRAVELERS COMPANIES INC701 shares0.00%2026-03-312026-04-10

UPS UNITED PARCEL SVCS INC2.1K shares0.00%2026-03-312026-04-10

REGN REGENERON PHARMACEUTICALS264 sharesnew addition2026-03-312026-04-10

AEP AMERICAN ELEC PWR CO INC1.6K sharesnew addition2026-03-312026-04-10

Sponsored

RIG TRANSOCEAN LTD15.5K shares6.90%2026-03-312026-04-10

MSFT

MICROSOFT CORP

-0.66%

Shares61.6K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-1.26%

Shares84.1K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

-5.97%

Shares55.6K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

-4.48%

Shares85.5K

Event2026-03-31

Filed2026-04-10

COST

COSTCO WHOLESALE CORPORATION

-2.48%

Shares14.1K

Event2026-03-31

Filed2026-04-10

IWV

ISHARES TR

-3.87%

Shares36.8K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

-0.50%

Shares44.9K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

-1.27%

Shares71.3K

Event2026-03-31

Filed2026-04-10

CAT

CATERPILLAR INC

-3.38%

Shares15.8K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-2.07%

Shares48.3K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

-1.54%

Shares36.9K

Event2026-03-31

Filed2026-04-10

VISA INC

-2.18%

Shares26.7K

Event2026-03-31

Filed2026-04-10

CVX

CHEVRON CORPORATION

-3.02%

Shares36.6K

Event2026-03-31

Filed2026-04-10

ASML

ASML HLDG NV

-4.97%

Shares5.7K

Event2026-03-31

Filed2026-04-10

TJX

TJX COS INC NEW

-2.81%

Shares46.7K

Event2026-03-31

Filed2026-04-10

TXN

TEXAS INSTRS INC

-3.81%

Shares36.8K

Event2026-03-31

Filed2026-04-10

PGR

PROGRESSIVE CORP

-1.94%

Shares32.2K

Event2026-03-31

Filed2026-04-10

LINDE PLC

-0.28%

Shares12.5K

Event2026-03-31

Filed2026-04-10

MMC

MARSH & MCLENNAN COS INC

-3.88%

Shares35.7K

Event2026-03-31

Filed2026-04-10

TPL

TEXAS PACIFIC LAND CORPORATI

-9.33%

Shares12.6K

Event2026-03-31

Filed2026-04-10

WSO

WATSCO INC

-2.56%

Shares16.3K

Event2026-03-31

Filed2026-04-10

LLY

ELI LILLY & CO

-10.79%

Shares6.3K

Event2026-03-31

Filed2026-04-10

MERCK & CO INC

-0.11%

Shares46.9K

Event2026-03-31

Filed2026-04-10

AMGN

AMGEN INC

-1.43%

Shares15.8K

Event2026-03-31

Filed2026-04-10

PANW

PALO ALTO NETWORKS INC

-1.59%

Shares34.5K

Event2026-03-31

Filed2026-04-10

OKE

ONEOK INC NEW

-7.23%

Shares59.4K

Event2026-03-31

Filed2026-04-10

CHUBB LTD SWITZ

-1.93%

Shares16.4K

Event2026-03-31

Filed2026-04-10

PROCTER & GAMBLE CO

-11.06%

Shares36.3K

Event2026-03-31

Filed2026-04-10

CCJ

CAMECO CORP

-7.34%

Shares41.7K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

-2.01%

Shares15.3K

Event2026-03-31

Filed2026-04-10

AMRZ

AMRIZE LTD

-6.45%

Shares77.8K

Event2026-03-31

Filed2026-04-10

ACCENTURE PLC IRELAND

-12.02%

Shares19.0K

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR

0.33%

Shares5.7K

Event2026-03-31

Filed2026-04-10

NFLX

NETFLIX INC.

32.64%

Shares34.4K

Event2026-03-31

Filed2026-04-10

BROOKFIELD INFRASTRUCTURE CO

1.39%

Shares79.8K

Event2026-03-31

Filed2026-04-10

PEP

PEPSICO INC

-8.52%

Shares19.5K

Event2026-03-31

Filed2026-04-10

COCA COLA CO

-1.74%

Shares38.2K

Event2026-03-31

Filed2026-04-10

RTX

RTX CORPORATION

-0.30%

Shares13.5K

Event2026-03-31

Filed2026-04-10

IBM

INTERNATIONAL BUSINESS MACHS

-0.53%

Shares10.7K

Event2026-03-31

Filed2026-04-10

STERIS PLC

131.81%

Shares11.7K

Event2026-03-31

Filed2026-04-10

ABBV

ABBVIE INC

9.52%

Shares11.7K

Event2026-03-31

Filed2026-04-10

AMAT

APPLIED MATLS INC

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-10

CMI

CUMMINS INC

-11.15%

Shares4.6K

Event2026-03-31

Filed2026-04-10

GE AEROSPACE

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-10

EMR

EMERSON ELEC CO

-1.70%

Shares17.3K

Event2026-03-31

Filed2026-04-10

HON

HONEYWELL INTL INC

-4.26%

Shares10.0K

Event2026-03-31

Filed2026-04-10

DUKE ENERGY CORP NEW

-0.83%

Shares16.8K

Event2026-03-31

Filed2026-04-10

UNP

UNION PAC CORP

-0.25%

Shares9.0K

Event2026-03-31

Filed2026-04-10

NVS

NOVARTIS AG

-19.13%

Shares13.8K

Event2026-03-31

Filed2026-04-10

LANDBRIDGE COMPANY LLC

2.48%

Shares30.4K

Event2026-03-31

Filed2026-04-10

EQNR

EQUINOR ASA

-10.95%

Shares48.8K

Event2026-03-31

Filed2026-04-10

MCD

MCDONALDS CORP

-1.14%

Shares6.4K

Event2026-03-31

Filed2026-04-10

BNS

BANK NOVA SCOTIA B C

-7.78%

Shares27.7K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-10

GEV

GE VERNOVA INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-10

TMO

THERMO FISHER SCIENTIFIC INC

0.22%

Shares3.7K

Event2026-03-31

Filed2026-04-10

SHEL

SHELL PLC

-3.71%

Shares18.7K

Event2026-03-31

Filed2026-04-10

TOTALENERGIES SE

New

Shares18.9K

Event2026-03-31

Filed2026-04-10

SOUTHERN CO

11.46%

Shares17.3K

Event2026-03-31

Filed2026-04-10

LEU

CENTRUS ENERGY CORP

-5.01%

Shares9.6K

Event2026-03-31

Filed2026-04-10

NVO

NOVO-NORDISK A S

-41.08%

Shares43.5K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

-5.15%

Shares2.8K

Event2026-03-31

Filed2026-04-10

ROST

ROSS STORES INC

-1.58%

Shares7.2K

Event2026-03-31

Filed2026-04-10

IUSV

ISHARES TR

New

Shares14.8K

Event2026-03-31

Filed2026-04-10

HOME DEPOT INC

6.04%

Shares4.3K

Event2026-03-31

Filed2026-04-10

ALTRIA GROUP INC

0.00%

Shares20.8K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-10

ADP

AUTOMATIC DATA PROCESSING IN

-1.61%

Shares6.1K

Event2026-03-31

Filed2026-04-10

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-10

CCEP

COCA-COLA EUROPACIFIC PARTNE

-10.05%

Shares13.4K

Event2026-03-31

Filed2026-04-10

AT&T INC

-0.90%

Shares41.9K

Event2026-03-31

Filed2026-04-10

AXP

AMERICAN EXPRESS CO

-3.14%

Shares3.9K

Event2026-03-31

Filed2026-04-10

IUSG

ISHARES TR

New

Shares7.5K

Event2026-03-31

Filed2026-04-10

IWS

ISHARES TR

New

Shares7.9K

Event2026-03-31

Filed2026-04-10

MMM

3M CO

-12.22%

Shares7.9K

Event2026-03-31

Filed2026-04-10

NEM

NEWMONT CORP

-17.37%

Shares10.5K

Event2026-03-31

Filed2026-04-10

CRSP

CRISPR THERAPEUTICS AG

-5.99%

Shares23.5K

Event2026-03-31

Filed2026-04-10

BTI

BRITISH AMERN TOB PLC

-24.00%

Shares19.0K

Event2026-03-31

Filed2026-04-10

OTIS

OTIS WORLDWIDE CORP

-14.90%

Shares14.3K

Event2026-03-31

Filed2026-04-10

IJR

ISHARES TR

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-10

NEE

NEXTERA ENERGY INC

-2.54%

Shares11.4K

Event2026-03-31

Filed2026-04-10

DHR

DANAHER CORP DEL

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-10

PFF

ISHARES TR

0.00%

Shares33.9K

Event2026-03-31

Filed2026-04-10

IJH

ISHARES TR

0.00%

Shares14.9K

Event2026-03-31

Filed2026-04-10

LHX

L3HARRIS TECHNOLOGIES INC

-0.65%

Shares2.9K

Event2026-03-31

Filed2026-04-10

FICO

FAIR ISAAC CORP

0.00%

Shares921

Event2026-03-31

Filed2026-04-10

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-10

VRTX

VERTEX PHARMACEUTICALS INC

0.98%

Shares2.1K

Event2026-03-31

Filed2026-04-10

IWP

ISHARES TR

New

Shares7.2K

Event2026-03-31

Filed2026-04-10

ORCL

ORACLE CORP

-6.71%

Shares6.1K

Event2026-03-31

Filed2026-04-10

BMY

BRISTOL-MYERS SQUIBB CO

-10.40%

Shares14.8K

Event2026-03-31

Filed2026-04-10

ITW

ILLINOIS TOOL WKS INC

9.62%

Shares3.4K

Event2026-03-31

Filed2026-04-10

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares23.1K

Event2026-03-31

Filed2026-04-10

GLW

CORNING INC

-13.98%

Shares6.4K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

70.82%

Shares1.8K

Event2026-03-31

Filed2026-04-10

SSD

SIMPSON MFG INC

0.53%

Shares5.0K

Event2026-03-31

Filed2026-04-10

MAR

MARRIOTT INTL INC NEW

-8.56%

Shares2.6K

Event2026-03-31

Filed2026-04-10

SYY

SYSCO CORP

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-10

ABT

ABBOTT LABORATORIES

-36.58%

Shares7.9K

Event2026-03-31

Filed2026-04-10

AFL

AFLAC INC

-2.03%

Shares7.2K

Event2026-03-31

Filed2026-04-10

THE CIGNA GROUP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-10

PHILIP MORRIS INTL INC

-6.13%

Shares4.6K

Event2026-03-31

Filed2026-04-10

APD

AIR PRODUCTS AND CHEMICALS I

-0.88%

Shares2.6K

Event2026-03-31

Filed2026-04-10

VERIZON COMMUNICATIONS INC

-0.99%

Shares14.8K

Event2026-03-31

Filed2026-04-10

MKC

MCCORMICK & CO INC

-0.36%

Shares13.9K

Event2026-03-31

Filed2026-04-10

LAM RESEARCH CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-10

FIX

COMFORT SYS USA INC

-7.65%

Shares483

Event2026-03-31

Filed2026-04-10

HSY

HERSHEY CO

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-10

COP

CONOCOPHILLIPS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-10

SHW

SHERWIN WILLIAMS CO

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-10

BMO

BANK MONTREAL MEDIUM

-12.31%

Shares4.8K

Event2026-03-31

Filed2026-04-10

INTC

INTEL CORP

0.00%

Shares14.4K

Event2026-03-31

Filed2026-04-10

RCL

ROYAL CARIBBEAN GROUP

-1.08%

Shares2.3K

Event2026-03-31

Filed2026-04-10

CROWN CASTLE INC

-0.72%

Shares7.6K

Event2026-03-31

Filed2026-04-10