Sponsored

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

Currently, Ipswich Investment Management Co., Inc. holds 190 types of securities in its portfolio with a total value $473.6M. In the most recent quarter, they have increased their positions in N/A (+89.9K shares, valued at $12.3M), IXUS (+21.2K shares, valued at $2.0M), PGR (+6.8K shares, valued at $1.5M); decreased their positions in N/A (-6.6K shares, valued at $827.3K), TXN (-2.7K shares, valued at $809.9K), MMC (-3.6K shares, valued at $605.0K); initiated new positions in N/A (+89.9K shares, valued at $12.3M), IXUS (+21.2K shares, valued at $2.0M), N/A (+2.7K shares, valued at $364.6K).

1M P&L

-5.3M-1.44%

3M P&L

+11.8M+3.35%

HY P&L

+41.6M+12.85%

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

1Drug Manufacturers - General35.8M

9.3%

2Software - Infrastructure35.8M

9.3%

3N/A31.2M

8.1%

Top Industries by Stock Count

1N/A17 stocks

10.9%

2Drug Manufacturers - General9 stocks

5.8%

3Semiconductors6 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC83.1K shares-1.20%2026-06-302026-07-16

MSFT MICROSOFT CORP62.4K shares1.30%2026-06-302026-07-16

GOOGL ALPHABET INC54.7K shares-1.47%2026-06-302026-07-16

CAT CATERPILLAR INC15.6K shares-0.90%2026-06-302026-07-16

IWV ISHARES TR36.9K shares0.29%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO43.3K shares-3.43%2026-06-302026-07-16

NVDA NVIDIA CORPORATION69.3K shares-2.90%2026-06-302026-07-16

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION13.8K shares-1.97%2026-06-302026-07-16

Sponsored

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS89.9K sharesnew addition2026-06-302026-07-16

PANW PALO ALTO NETWORKS INC33.8K shares-1.98%2026-06-302026-07-16

AMZN AMAZON COM INC47.3K shares-2.03%2026-06-302026-07-16

ASML ASML HLDG NV5.5K shares-2.91%2026-06-302026-07-16

TXN TEXAS INSTRS INC34.1K shares-7.39%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON37.3K shares1.03%2026-06-302026-07-16

VISA INC VISA INC25.6K shares-4.03%2026-06-302026-07-16

PGR PROGRESSIVE CORP39.0K shares21.28%2026-06-302026-07-16

Sponsored

LLY ELI LILLY & CO6.7K shares6.83%2026-06-302026-07-16

TJX TJX COS INC NEW49.5K shares6.08%2026-06-302026-07-16

WSO WATSCO INC16.4K shares0.63%2026-06-302026-07-16

LIN LINDE PLC12.0K shares-4.48%2026-06-302026-07-16

MRK MERCK & CO INC46.9K shares0.00%2026-06-302026-07-16

TPL TEXAS PACIFIC LAND CORPORATI13.4K shares6.71%2026-06-302026-07-16

CVX CHEVRON CORPORATION35.4K shares-3.31%2026-06-302026-07-16

PG PROCTER & GAMBLE CO38.9K shares7.24%2026-06-302026-07-16

Sponsored

AMGN AMGEN INC15.2K shares-3.70%2026-06-302026-07-16

OKE ONEOK INC NEW63.0K shares6.08%2026-06-302026-07-16

GOOG ALPHABET INC15.4K shares0.26%2026-06-302026-07-16

MMC MARSH & MCLENNAN COS INC32.1K shares-10.16%2026-06-302026-07-16

CHUBB LIMITED CHUBB LIMITED15.7K shares-4.43%2026-06-302026-07-16

APPLIED MATLS INC APPLIED MATLS INC7.4K shares0.00%2026-06-302026-07-16

ISHARES TR ISHARES TR7.0K shares21.72%2026-06-302026-07-16

AMRZ AMRIZE LTD80.7K shares3.70%2026-06-302026-07-16

Sponsored

CCJ CAMECO CORP41.8K shares0.22%2026-06-302026-07-16

KO COCA COLA CO40.4K shares5.94%2026-06-302026-07-16

GE GE AEROSPACE8.4K shares-1.55%2026-06-302026-07-16

CMI CUMMINS INC4.4K shares-4.44%2026-06-302026-07-16

IBM INTERNATIONAL BUSINESS MACHS10.7K shares-0.26%2026-06-302026-07-16

ABBVIE INC ABBVIE INC11.9K shares1.71%2026-06-302026-07-16

NETFLIX INC. NETFLIX INC.39.7K shares15.45%2026-06-302026-07-16

BIPC BROOKFIELD INFRASTRUCTURE CO71.0K shares-11.00%2026-06-302026-07-16

Sponsored

AMD ADVANCED MICRO DEVICES INC4.6K shares0.00%2026-06-302026-07-16

NVS NOVARTIS AG16.6K shares19.88%2026-06-302026-07-16

PEP PEPSICO INC19.2K shares-1.60%2026-06-302026-07-16

BNS BANK NOVA SCOTIA B C29.7K shares7.23%2026-06-302026-07-16

RTX CORPORATION RTX CORPORATION13.4K shares-0.86%2026-06-302026-07-16

GEV GE VERNOVA INC2.1K shares-1.53%2026-06-302026-07-16

UNP UNION PAC CORP9.1K shares1.22%2026-06-302026-07-16

EMR EMERSON ELEC CO17.3K shares0.00%2026-06-302026-07-16

Sponsored

NVO NOVO-NORDISK A S50.4K shares15.78%2026-06-302026-07-16

STE STERIS PLC11.5K shares-1.84%2026-06-302026-07-16

LB LANDBRIDGE COMPANY LLC28.9K shares-4.93%2026-06-302026-07-16

VANGUARD INDEX FDS VANGUARD INDEX FDS5.9K shares0.00%2026-06-302026-07-16

QQQ INVESCO QQQ TR2.8K shares0.00%2026-06-302026-07-16

DUK DUKE ENERGY CORP NEW16.1K shares-4.10%2026-06-302026-07-16

IXUS ISHARES TR21.2K sharesnew addition2026-06-302026-07-16

MU MICRON TECHNOLOGY INC1.7K shares-1.19%2026-06-302026-07-16

Sponsored

TMO THERMO FISHER SCIENTIFIC INC3.6K shares-3.59%2026-06-302026-07-16

MCD MCDONALDS CORP6.5K shares1.32%2026-06-302026-07-16

INTC INTEL CORP12.4K shares-13.80%2026-06-302026-07-16

EQNR EQUINOR ASA54.8K shares12.30%2026-06-302026-07-16

TTE TOTALENERGIES SE21.9K shares15.85%2026-06-302026-07-16

SOUTHERN CO SOUTHERN CO17.1K shares-0.87%2026-06-302026-07-16

GLW CORNING INC6.4K shares0.00%2026-06-302026-07-16

ADP AUTOMATIC DATA PROCESSING IN7.1K shares16.43%2026-06-302026-07-16

Sponsored

IUSV ISHARES TR14.4K shares-2.97%2026-06-302026-07-16

BROADCOM INC BROADCOM INC4.1K shares0.00%2026-06-302026-07-16

HD HOME DEPOT INC4.4K shares1.86%2026-06-302026-07-16

BTI BRITISH AMERN TOB PLC25.0K shares31.58%2026-06-302026-07-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND12.4K shares-34.98%2026-06-302026-07-16

ROST ROSS STORES INC7.2K shares0.00%2026-06-302026-07-16

LEU CENTRUS ENERGY CORP9.1K shares-5.45%2026-06-302026-07-16

MO ALTRIA GROUP INC20.8K shares0.00%2026-06-302026-07-16

Sponsored

SHEL SHELL PLC18.7K shares0.00%2026-06-302026-07-16

CCEP COCA-COLA EUROPACIFIC PARTNE14.4K shares7.45%2026-06-302026-07-16

IUSG ISHARES TR7.5K shares0.00%2026-06-302026-07-16

LRCX LAM RESEARCH CORP3.3K shares0.00%2026-06-302026-07-16

AXP AMERICAN EXPRESS CO3.9K shares0.00%2026-06-302026-07-16

IWS ISHARES TR7.9K shares0.00%2026-06-302026-07-16

CRSP CRISPR THERAPEUTICS AG23.8K shares1.13%2026-06-302026-07-16

3M CO 3M CO7.9K shares0.00%2026-06-302026-07-16

Sponsored

IJR ISHARES TR8.3K shares-2.91%2026-06-302026-07-16

ORLY OREILLY AUTOMOTIVE INC13.3K shares0.00%2026-06-302026-07-16

IJH ISHARES TR15.0K shares0.83%2026-06-302026-07-16

FICO FAIR ISAAC CORP916 shares-0.54%2026-06-302026-07-16

IWP ISHARES TR7.3K shares2.52%2026-06-302026-07-16

SSD SIMPSON MFG INC4.9K shares-1.31%2026-06-302026-07-16

BMY BRISTOL-MYERS SQUIBB CO17.2K shares16.18%2026-06-302026-07-16

PFF ISHARES TR32.4K shares-4.43%2026-06-302026-07-16

Sponsored

DHR DANAHER CORP DEL5.1K shares-7.23%2026-06-302026-07-16

NEXTERA ENERGY INC NEXTERA ENERGY INC11.1K shares-2.55%2026-06-302026-07-16

MAR MARRIOTT INTL INC NEW2.6K shares0.00%2026-06-302026-07-16

NEM NEWMONT CORP10.2K shares-2.39%2026-06-302026-07-16

ITW ILLINOIS TOOL WKS INC3.5K shares3.22%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL1.8K shares0.00%2026-06-302026-07-16

FIX COMFORT SYS USA INC454 shares-6.00%2026-06-302026-07-16

SYY SYSCO CORP10.8K shares-6.52%2026-06-302026-07-16

Sponsored

EPD ENTERPRISE PRODS PARTNERS L24.1K shares4.32%2026-06-302026-07-16

T AT&T INC41.9K shares0.00%2026-06-302026-07-16

BMO BANK MONTREAL MEDIUM4.8K shares0.00%2026-06-302026-07-16

AFL AFLAC INC7.2K shares0.00%2026-06-302026-07-16

ORACLE CORP ORACLE CORP5.7K shares-7.50%2026-06-302026-07-16

PM PHILIP MORRIS INTL INC4.6K shares-0.54%2026-06-302026-07-16

OTIS OTIS WORLDWIDE CORP11.0K shares-23.38%2026-06-302026-07-16

LHX L3HARRIS TECHNOLOGIES INC2.7K shares-6.58%2026-06-302026-07-16

Sponsored

CI THE CIGNA GROUP2.7K shares-5.24%2026-06-302026-07-16

APD AIR PRODUCTS AND CHEMICALS I2.5K shares-1.55%2026-06-302026-07-16

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP2.3K shares0.00%2026-06-302026-07-16

ABT ABBOTT LABORATORIES7.9K shares0.00%2026-06-302026-07-16

SHW SHERWIN WILLIAMS CO2.0K shares0.00%2026-06-302026-07-16

TECK TECK RESOURCES LTD11.1K shares0.00%2026-06-302026-07-16

TGT TARGET CORP5.0K shares0.00%2026-06-302026-07-16

DIA STATE STR SPDR DOW JONES IND1.2K shares0.00%2026-06-302026-07-16

Sponsored

VZ VERIZON COMMUNICATIONS INC14.8K shares0.00%2026-06-302026-07-16

QUANTA SVCS INC QUANTA SVCS INC851 shares0.00%2026-06-302026-07-16

META PLATFORMS INC META PLATFORMS INC1.1K shares0.00%2026-06-302026-07-16

DIS DISNEY WALT CO6.2K shares0.00%2026-06-302026-07-16

MS MORGAN STANLEY2.8K shares0.00%2026-06-302026-07-16

DE DEERE & CO913 shares0.00%2026-06-302026-07-16

VRTX VERTEX PHARMACEUTICALS INC1.2K shares-43.63%2026-06-302026-07-16

VRSN VERISIGN INC2.2K shares0.00%2026-06-302026-07-16

Sponsored

HSY HERSHEY CO3.1K shares0.00%2026-06-302026-07-16

CCI CROWN CASTLE INC7.2K shares-5.39%2026-06-302026-07-16

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.0K shares5.56%2026-06-302026-07-16

GILD GILEAD SCIENCES INC4.2K shares0.00%2026-06-302026-07-16

MKC MCCORMICK & CO INC10.3K shares-25.65%2026-06-302026-07-16

COP CONOCOPHILLIPS5.0K shares0.00%2026-06-302026-07-16

EFA ISHARES TR4.9K shares-1.01%2026-06-302026-07-16

Q QNITY ELECTRONICS INC3.0K shares0.00%2026-06-302026-07-16

Sponsored

FTNT FORTINET INC3.2K shares0.00%2026-06-302026-07-16

SYK STRYKER CORPORATION1.5K shares0.00%2026-06-302026-07-16

IWM ISHARES TR1.5K shares0.00%2026-06-302026-07-16

RPM RPM INTL INC4.2K shares0.00%2026-06-302026-07-16

MEDP MEDPACE HLDGS INC855 shares0.00%2026-06-302026-07-16

ED CONSOLIDATED EDISON INC4.1K shares-6.85%2026-06-302026-07-16

ISRG INTUITIVE SURGICAL INC1.1K shares5.10%2026-06-302026-07-16

SLB SLB LIMITED9.4K shares6.03%2026-06-302026-07-16

Sponsored

GSK PLC GSK PLC8.3K shares-3.00%2026-06-302026-07-16

LOW LOWES COS INC2.0K shares0.00%2026-06-302026-07-16

PSX PHILLIPS 662.5K shares0.00%2026-06-302026-07-16

QCOM QUALCOMM INC2.2K shares0.00%2026-06-302026-07-16

APH AMPHENOL CORP2.2K shares0.00%2026-06-302026-07-16

ICE INTERCONTINENTAL EXCHANGE IN3.1K shares0.00%2026-06-302026-07-16

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC2.7K sharesnew addition2026-06-302026-07-16

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.00%2026-06-302026-07-16

Sponsored

VLTO VERALTO CORP4.0K shares-3.59%2026-06-302026-07-16

SAIA SAIA INC820 shares0.00%2026-06-302026-07-16

MPC MARATHON PETE CORP1.4K shares-23.43%2026-06-302026-07-16

CRM SALESFORCE INC2.2K shares-8.33%2026-06-302026-07-16

LABCORP HOLDINGS INC LABCORP HOLDINGS INC1.1K shares0.00%2026-06-302026-07-16

CVS CVS HEALTH CORP3.0K shares0.00%2026-06-302026-07-16

WFC WELLS FARGO & CO3.8K shares-2.01%2026-06-302026-07-16

TTC TORO CO3.2K shares0.00%2026-06-302026-07-16

Sponsored

CFG CITIZENS FINL GROUP INC4.4K shares0.00%2026-06-302026-07-16

SBUX STARBUCKS CORP3.0K shares0.00%2026-06-302026-07-16

MRNA MODERNA INC4.3K sharesnew addition2026-06-302026-07-16

AGM FEDERAL AGRIC MTG CORP1.5K sharesnew addition2026-06-302026-07-16

KLAC KLA CORP970 sharesnew addition2026-06-302026-07-16

WAT WATERS CORP780 shares0.00%2026-06-302026-07-16

WASTE MGMT INC DEL WASTE MGMT INC DEL1.3K shares0.00%2026-06-302026-07-16

CHD CHURCH & DWIGHT CO INC3.0K shares-11.81%2026-06-302026-07-16

Sponsored

CISCO SYS INC CISCO SYS INC2.5K sharesnew addition2026-06-302026-07-16

IDEXX LABS INC IDEXX LABS INC547 shares0.00%2026-06-302026-07-16

DOV DOVER CORP1.2K shares0.00%2026-06-302026-07-16

JKHY HENRY JACK & ASSOC INC2.0K shares-2.25%2026-06-302026-07-16

FSLR FIRST SOLAR INC1.1K shares0.00%2026-06-302026-07-16

CL COLGATE PALMOLIVE CO2.8K shares-17.03%2026-06-302026-07-16

ADOBE INC ADOBE INC1.3K shares-5.29%2026-06-302026-07-16

EXPD EXPEDITORS INTL WASH INC1.6K shares0.00%2026-06-302026-07-16

Sponsored

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC2.2K shares0.00%2026-06-302026-07-16

LMT LOCKHEED MARTIN CORP500 shares0.00%2026-06-302026-07-16

CORTEVA INC CORTEVA INC3.0K shares-36.07%2026-06-302026-07-16

FAST FASTENAL CO5.2K shares0.00%2026-06-302026-07-16

DOMINOS PIZZA INC DOMINOS PIZZA INC824 shares-18.82%2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T312 shares-11.36%2026-06-302026-07-16

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC701 shares0.00%2026-06-302026-07-16

CME CME GROUP INC1.0K shares0.00%2026-06-302026-07-16

Sponsored

VLO VALERO ENERGY CORP860 shares0.00%2026-06-302026-07-16

UPS UNITED PARCEL SVCS INC2.1K shares0.00%2026-06-302026-07-16

PFE PFIZER INC9.1K shares0.00%2026-06-302026-07-16

DGRW WISDOMTREE TR2.3K sharesnew addition2026-06-302026-07-16

ITOT ISHARES TR1.3K sharesnew addition2026-06-302026-07-16

WEC WEC ENERGY GROUP INC1.8K shares0.00%2026-06-302026-07-16

WMT WALMART INC1.9K shares0.00%2026-06-302026-07-16

IGSB ISHARES TR4.0K shares0.00%2026-06-302026-07-16

Sponsored

DOMINION ENERGY INC DOMINION ENERGY INC3.0K sharesnew addition2026-06-302026-07-16

CMG CHIPOTLE MEXICAN GRILL INC6.0K sharesnew addition2026-06-302026-07-16

AEP AMERICAN ELEC PWR CO INC1.5K shares-3.23%2026-06-302026-07-16

NUE NUCOR CORP920 sharesnew addition2026-06-302026-07-16

BR BROADRIDGE FINL SOLUTIONS IN1.5K shares0.00%2026-06-302026-07-16

RIG TRANSOCEAN LTD15.5K shares0.00%2026-06-302026-07-16

AAPL

APPLE INC

-1.20%

Shares83.1K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

1.30%

Shares62.4K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

-1.47%

Shares54.7K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

-0.90%

Shares15.6K

Event2026-06-30

Filed2026-07-16

IWV

ISHARES TR

0.29%

Shares36.9K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

-3.43%

Shares43.3K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

-2.90%

Shares69.3K

Event2026-06-30

Filed2026-07-16

COSTCO WHOLESALE CORPORATION

-1.97%

Shares13.8K

Event2026-06-30

Filed2026-07-16

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares89.9K

Event2026-06-30

Filed2026-07-16

PANW

PALO ALTO NETWORKS INC

-1.98%

Shares33.8K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

-2.03%

Shares47.3K

Event2026-06-30

Filed2026-07-16

ASML

ASML HLDG NV

-2.91%

Shares5.5K

Event2026-06-30

Filed2026-07-16

TXN

TEXAS INSTRS INC

-7.39%

Shares34.1K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

1.03%

Shares37.3K

Event2026-06-30

Filed2026-07-16

VISA INC

-4.03%

Shares25.6K

Event2026-06-30

Filed2026-07-16

PGR

PROGRESSIVE CORP

21.28%

Shares39.0K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

6.83%

Shares6.7K

Event2026-06-30

Filed2026-07-16

TJX

TJX COS INC NEW

6.08%

Shares49.5K

Event2026-06-30

Filed2026-07-16

WSO

WATSCO INC

0.63%

Shares16.4K

Event2026-06-30

Filed2026-07-16

LIN

LINDE PLC

-4.48%

Shares12.0K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO INC

0.00%

Shares46.9K

Event2026-06-30

Filed2026-07-16

TPL

TEXAS PACIFIC LAND CORPORATI

6.71%

Shares13.4K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORPORATION

-3.31%

Shares35.4K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

7.24%

Shares38.9K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INC

-3.70%

Shares15.2K

Event2026-06-30

Filed2026-07-16

OKE

ONEOK INC NEW

6.08%

Shares63.0K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

0.26%

Shares15.4K

Event2026-06-30

Filed2026-07-16

MMC

MARSH & MCLENNAN COS INC

-10.16%

Shares32.1K

Event2026-06-30

Filed2026-07-16

CHUBB LIMITED

-4.43%

Shares15.7K

Event2026-06-30

Filed2026-07-16

APPLIED MATLS INC

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-16

ISHARES TR

21.72%

Shares7.0K

Event2026-06-30

Filed2026-07-16

AMRZ

AMRIZE LTD

3.70%

Shares80.7K

Event2026-06-30

Filed2026-07-16

CCJ

CAMECO CORP

0.22%

Shares41.8K

Event2026-06-30

Filed2026-07-16

COCA COLA CO

5.94%

Shares40.4K

Event2026-06-30

Filed2026-07-16

GE AEROSPACE

-1.55%

Shares8.4K

Event2026-06-30

Filed2026-07-16

CMI

CUMMINS INC

-4.44%

Shares4.4K

Event2026-06-30

Filed2026-07-16

IBM

INTERNATIONAL BUSINESS MACHS

-0.26%

Shares10.7K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

1.71%

Shares11.9K

Event2026-06-30

Filed2026-07-16

NETFLIX INC.

15.45%

Shares39.7K

Event2026-06-30

Filed2026-07-16

BIPC

BROOKFIELD INFRASTRUCTURE CO

-11.00%

Shares71.0K

Event2026-06-30

Filed2026-07-16

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-16

NVS

NOVARTIS AG

19.88%

Shares16.6K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INC

-1.60%

Shares19.2K

Event2026-06-30

Filed2026-07-16

BNS

BANK NOVA SCOTIA B C

7.23%

Shares29.7K

Event2026-06-30

Filed2026-07-16

RTX CORPORATION

-0.86%

Shares13.4K

Event2026-06-30

Filed2026-07-16

GEV

GE VERNOVA INC

-1.53%

Shares2.1K

Event2026-06-30

Filed2026-07-16

UNP

UNION PAC CORP

1.22%

Shares9.1K

Event2026-06-30

Filed2026-07-16

EMR

EMERSON ELEC CO

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-16

NVO

NOVO-NORDISK A S

15.78%

Shares50.4K

Event2026-06-30

Filed2026-07-16

STE

STERIS PLC

-1.84%

Shares11.5K

Event2026-06-30

Filed2026-07-16

LANDBRIDGE COMPANY LLC

-4.93%

Shares28.9K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-16

DUK

DUKE ENERGY CORP NEW

-4.10%

Shares16.1K

Event2026-06-30

Filed2026-07-16

IXUS

ISHARES TR

New

Shares21.2K

Event2026-06-30

Filed2026-07-16

MICRON TECHNOLOGY INC

-1.19%

Shares1.7K

Event2026-06-30

Filed2026-07-16

TMO

THERMO FISHER SCIENTIFIC INC

-3.59%

Shares3.6K

Event2026-06-30

Filed2026-07-16

MCD

MCDONALDS CORP

1.32%

Shares6.5K

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP

-13.80%

Shares12.4K

Event2026-06-30

Filed2026-07-16

EQNR

EQUINOR ASA

12.30%

Shares54.8K

Event2026-06-30

Filed2026-07-16

TTE

TOTALENERGIES SE

15.85%

Shares21.9K

Event2026-06-30

Filed2026-07-16

SOUTHERN CO

-0.87%

Shares17.1K

Event2026-06-30

Filed2026-07-16

GLW

CORNING INC

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-16

ADP

AUTOMATIC DATA PROCESSING IN

16.43%

Shares7.1K

Event2026-06-30

Filed2026-07-16

IUSV

ISHARES TR

-2.97%

Shares14.4K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

1.86%

Shares4.4K

Event2026-06-30

Filed2026-07-16

BTI

BRITISH AMERN TOB PLC

31.58%

Shares25.0K

Event2026-06-30

Filed2026-07-16

ACCENTURE PLC IRELAND

-34.98%

Shares12.4K

Event2026-06-30

Filed2026-07-16

ROST

ROSS STORES INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-16

LEU

CENTRUS ENERGY CORP

-5.45%

Shares9.1K

Event2026-06-30

Filed2026-07-16

ALTRIA GROUP INC

0.00%

Shares20.8K

Event2026-06-30

Filed2026-07-16

SHEL

SHELL PLC

0.00%

Shares18.7K

Event2026-06-30

Filed2026-07-16

CCEP

COCA-COLA EUROPACIFIC PARTNE

7.45%

Shares14.4K

Event2026-06-30

Filed2026-07-16

IUSG

ISHARES TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-16

LRCX

LAM RESEARCH CORP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-16

AXP

AMERICAN EXPRESS CO

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-16

IWS

ISHARES TR

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-16

CRSP

CRISPR THERAPEUTICS AG

1.13%

Shares23.8K

Event2026-06-30

Filed2026-07-16

3M CO

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES TR

-2.91%

Shares8.3K

Event2026-06-30

Filed2026-07-16

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-16

IJH

ISHARES TR

0.83%

Shares15.0K

Event2026-06-30

Filed2026-07-16

FICO

FAIR ISAAC CORP

-0.54%

Shares916

Event2026-06-30

Filed2026-07-16

IWP

ISHARES TR

2.52%

Shares7.3K

Event2026-06-30

Filed2026-07-16

SSD

SIMPSON MFG INC

-1.31%

Shares4.9K

Event2026-06-30

Filed2026-07-16

BMY

BRISTOL-MYERS SQUIBB CO

16.18%

Shares17.2K

Event2026-06-30

Filed2026-07-16

PFF

ISHARES TR

-4.43%

Shares32.4K

Event2026-06-30

Filed2026-07-16

DHR

DANAHER CORP DEL

-7.23%

Shares5.1K

Event2026-06-30

Filed2026-07-16

NEXTERA ENERGY INC

-2.55%

Shares11.1K

Event2026-06-30

Filed2026-07-16

MAR

MARRIOTT INTL INC NEW

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-16

NEM

NEWMONT CORP

-2.39%

Shares10.2K

Event2026-06-30

Filed2026-07-16

ITW

ILLINOIS TOOL WKS INC

3.22%

Shares3.5K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-16

FIX

COMFORT SYS USA INC

-6.00%

Shares454

Event2026-06-30

Filed2026-07-16

SYY

SYSCO CORP

-6.52%

Shares10.8K

Event2026-06-30

Filed2026-07-16

EPD

ENTERPRISE PRODS PARTNERS L

4.32%

Shares24.1K

Event2026-06-30

Filed2026-07-16

AT&T INC

0.00%

Shares41.9K

Event2026-06-30

Filed2026-07-16

BMO

BANK MONTREAL MEDIUM

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-16

AFL

AFLAC INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-16

ORACLE CORP

-7.50%

Shares5.7K

Event2026-06-30

Filed2026-07-16

PHILIP MORRIS INTL INC

-0.54%

Shares4.6K

Event2026-06-30

Filed2026-07-16

OTIS

OTIS WORLDWIDE CORP

-23.38%

Shares11.0K

Event2026-06-30

Filed2026-07-16

LHX

L3HARRIS TECHNOLOGIES INC

-6.58%

Shares2.7K

Event2026-06-30

Filed2026-07-16

THE CIGNA GROUP

-5.24%

Shares2.7K

Event2026-06-30

Filed2026-07-16

APD

AIR PRODUCTS AND CHEMICALS I

-1.55%

Shares2.5K

Event2026-06-30

Filed2026-07-16

ROYAL CARIBBEAN GROUP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABORATORIES

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-16

SHW

SHERWIN WILLIAMS CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

TECK

TECK RESOURCES LTD

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-16

TGT

TARGET CORP

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-16

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS INC

0.00%

Shares14.8K

Event2026-06-30

Filed2026-07-16

QUANTA SVCS INC

0.00%

Shares851

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

DIS

DISNEY WALT CO

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-16

MORGAN STANLEY

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-16

DEERE & CO

0.00%

Shares913

Event2026-06-30

Filed2026-07-16

VRTX

VERTEX PHARMACEUTICALS INC

-43.63%

Shares1.2K

Event2026-06-30

Filed2026-07-16

VRSN

VERISIGN INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-16

HSY

HERSHEY CO

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-16

CCI

CROWN CASTLE INC

-5.39%

Shares7.2K

Event2026-06-30

Filed2026-07-16

MASTERCARD INCORPORATED

5.56%

Shares1.0K

Event2026-06-30

Filed2026-07-16

GILD

GILEAD SCIENCES INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-16

MKC

MCCORMICK & CO INC

-25.65%

Shares10.3K

Event2026-06-30

Filed2026-07-16

COP

CONOCOPHILLIPS

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-16

EFA

ISHARES TR

-1.01%

Shares4.9K

Event2026-06-30

Filed2026-07-16

QNITY ELECTRONICS INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-16

FTNT

FORTINET INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-16

SYK

STRYKER CORPORATION

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

IWM

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

RPM

RPM INTL INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-16

MEDP

MEDPACE HLDGS INC

0.00%

Shares855

Event2026-06-30

Filed2026-07-16

CONSOLIDATED EDISON INC

-6.85%

Shares4.1K

Event2026-06-30

Filed2026-07-16

ISRG

INTUITIVE SURGICAL INC

5.10%

Shares1.1K

Event2026-06-30

Filed2026-07-16

SLB

SLB LIMITED

6.03%

Shares9.4K

Event2026-06-30

Filed2026-07-16

GSK PLC

-3.00%

Shares8.3K

Event2026-06-30

Filed2026-07-16

LOW

LOWES COS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

PSX

PHILLIPS 66

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-16

QCOM

QUALCOMM INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-16

APH

AMPHENOL CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-16

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-16

DUPONT DE NEMOURS INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

VLTO

VERALTO CORP

-3.59%

Shares4.0K

Event2026-06-30

Filed2026-07-16

SAIA

SAIA INC

0.00%

Shares820

Event2026-06-30

Filed2026-07-16

MPC

MARATHON PETE CORP

-23.43%

Shares1.4K

Event2026-06-30

Filed2026-07-16

CRM

SALESFORCE INC

-8.33%

Shares2.2K

Event2026-06-30

Filed2026-07-16

LABCORP HOLDINGS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

CVS

CVS HEALTH CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-16

WFC

WELLS FARGO & CO

-2.01%

Shares3.8K

Event2026-06-30

Filed2026-07-16

TTC

TORO CO

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-16

CFG

CITIZENS FINL GROUP INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-16

SBUX

STARBUCKS CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-16

MRNA

MODERNA INC

New

Shares4.3K

Event2026-06-30

Filed2026-07-16

AGM

FEDERAL AGRIC MTG CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-16

KLAC

KLA CORP

New

Shares970

Event2026-06-30

Filed2026-07-16

WAT

WATERS CORP

0.00%

Shares780

Event2026-06-30

Filed2026-07-16

WASTE MGMT INC DEL

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

CHD

CHURCH & DWIGHT CO INC

-11.81%

Shares3.0K

Event2026-06-30

Filed2026-07-16

CISCO SYS INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-16

IDEXX LABS INC

0.00%

Shares547

Event2026-06-30

Filed2026-07-16

DOV

DOVER CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

JKHY

HENRY JACK & ASSOC INC

-2.25%

Shares2.0K

Event2026-06-30

Filed2026-07-16

FSLR

FIRST SOLAR INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

COLGATE PALMOLIVE CO

-17.03%

Shares2.8K

Event2026-06-30

Filed2026-07-16

ADOBE INC

-5.29%

Shares1.3K

Event2026-06-30

Filed2026-07-16

EXPD

EXPEDITORS INTL WASH INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

AKAMAI TECHNOLOGIES INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

0.00%

Shares500

Event2026-06-30

Filed2026-07-16

CORTEVA INC

-36.07%

Shares3.0K

Event2026-06-30

Filed2026-07-16

FAST

FASTENAL CO

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-16

DOMINOS PIZZA INC

-18.82%

Shares824

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

-11.36%

Shares312

Event2026-06-30

Filed2026-07-16

TRAVELERS COMPANIES INC

0.00%

Shares701

Event2026-06-30

Filed2026-07-16

CME

CME GROUP INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

VLO

VALERO ENERGY CORP

0.00%

Shares860

Event2026-06-30

Filed2026-07-16

UPS

UNITED PARCEL SVCS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-16

PFE

PFIZER INC

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-16

DGRW

WISDOMTREE TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-16

ITOT

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-16

WEC

WEC ENERGY GROUP INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-16

IGSB

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-16

DOMINION ENERGY INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-16

CMG

CHIPOTLE MEXICAN GRILL INC

New

Shares6.0K

Event2026-06-30

Filed2026-07-16

AEP

AMERICAN ELEC PWR CO INC

-3.23%

Shares1.5K

Event2026-06-30

Filed2026-07-16

NUE

NUCOR CORP

New

Shares920

Event2026-06-30

Filed2026-07-16

BROADRIDGE FINL SOLUTIONS IN

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

RIG

TRANSOCEAN LTD

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available