Sponsored
The Analysis of Ironwood Investment Counsel, LLC's Holdings & P&L
Currently, Ironwood Investment Counsel, LLC holds 263 types of securities in its portfolio with a total value $694.2M. In the most recent quarter, they have increased their positions in JPST (+84.7K shares, valued at $4.3M), INTU (+8.1K shares, valued at $3.5M), CRM (+17.9K shares, valued at $3.3M); decreased their positions in KLAC (-2.6K shares, valued at $3.8M), CMI (-6.0K shares, valued at $3.2M), TER (-10.0K shares, valued at $3.0M); initiated new positions in NOW (+22.9K shares, valued at $2.4M), LITE (+490 shares, valued at $344.4K), CIEN (+788 shares, valued at $305.9K).
1M P&L
+20.1M+2.76%
3M P&L
+19.6M+2.69%
HY P&L
+55.0M+7.95%
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/A152.0M
24.8%
2Drug Manufacturers - General34.2M
5.6%
3Software - Infrastructure34.0M
5.6%
Top Industries by Stock Count
1N/A65 stocks
26.9%
2Software - Application10 stocks
4.1%
3Semiconductors9 stocks
3.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Laboratory Corp of America Holdings Laboratory Corp of America Holdings24.4K shares2.84%2026-03-312026-05-07
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Guggenheim S&P 500 Equal Weight ETF Guggenheim S&P 500 Equal Weight ETF2.2K shares11.91%2026-03-312026-05-07
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AAPL
-0.88%Apple
Shares121.6K
Event2026-03-31
Filed2026-05-07
FNDA
-4.86%Schwab Fundemental US Small Company ETF
Shares940.3K
Event2026-03-31
Filed2026-05-07
MSFT
-1.85%Microsoft
Shares82.0K
Event2026-03-31
Filed2026-05-07
Alphabet Inc Class A
-4.61%Alphabet Inc Class A
Shares64.6K
Event2026-03-31
Filed2026-05-07
Akre Focus ETF
1.33%Akre Focus ETF
Shares348.7K
Event2026-03-31
Filed2026-05-07
JNJ
-1.56%Johnson & Johnson
Shares63.1K
Event2026-03-31
Filed2026-05-07
AMZN
2.00%Amazon.com Inc.
Shares72.8K
Event2026-03-31
Filed2026-05-07
FNDX
6.22%Schwab Fundamental US Large Company ETF
Shares521.5K
Event2026-03-31
Filed2026-05-07
BRK.B
1.58%Berkshire Hathaway Inc Class B
Shares25.1K
Event2026-03-31
Filed2026-05-07
SCHW
-0.88%Charles Schwab Corp
Shares126.6K
Event2026-03-31
Filed2026-05-07
AXP
0.96%American Express
Shares37.3K
Event2026-03-31
Filed2026-05-07
JPST
61.54%JPMorgan Ultra-Short Income ETF
Shares222.3K
Event2026-03-31
Filed2026-05-07
LMT
1.21%Lockheed Martin Corp
Shares17.3K
Event2026-03-31
Filed2026-05-07
MA
3.80%Mastercard
Shares19.1K
Event2026-03-31
Filed2026-05-07
Accenture PLC
17.07%Accenture PLC
Shares46.5K
Event2026-03-31
Filed2026-05-07
IVV
-2.24%iShares S&P 500 Index
Shares13.3K
Event2026-03-31
Filed2026-05-07
SYY
1.97%Sysco
Shares119.9K
Event2026-03-31
Filed2026-05-07
JPM
-1.70%JP Morgan Chase & Co
Shares28.7K
Event2026-03-31
Filed2026-05-07
USB
3.26%US Bancorp
Shares154.8K
Event2026-03-31
Filed2026-05-07
IWD
-0.13%iShares Russell 1000 Value Index
Shares35.6K
Event2026-03-31
Filed2026-05-07
PEP
9.21%Pepsico Incorporated
Shares48.9K
Event2026-03-31
Filed2026-05-07
MDT
4.68%Medtronic
Shares87.5K
Event2026-03-31
Filed2026-05-07
TER
-28.37%Teradyne, Inc.
Shares25.3K
Event2026-03-31
Filed2026-05-07
KLAC
-34.42%KLA Corporation
Shares4.9K
Event2026-03-31
Filed2026-05-07
Broadcom Ltd
-2.65%Broadcom Ltd
Shares23.2K
Event2026-03-31
Filed2026-05-07
CTVA
5.36%Corteva Inc
Shares83.8K
Event2026-03-31
Filed2026-05-07
CMI
-31.91%Cummins Inc
Shares12.7K
Event2026-03-31
Filed2026-05-07
AMGN
5.79%Amgen
Shares19.4K
Event2026-03-31
Filed2026-05-07
LOW
8.30%Lowes Companies
Shares28.9K
Event2026-03-31
Filed2026-05-07
QCOM
8.06%Qualcomm
Shares52.9K
Event2026-03-31
Filed2026-05-07
CMCSA
13.22%Comcast Corp New Cl A
Shares227.3K
Event2026-03-31
Filed2026-05-07
Laboratory Corp of America Holdings
2.84%Laboratory Corp of America Holdings
Shares24.4K
Event2026-03-31
Filed2026-05-07
UPS
7.86%United Parcel Service B
Shares66.1K
Event2026-03-31
Filed2026-05-07
BUD
3.67%Anheuser-Busch Inbev SA ADR
Shares92.6K
Event2026-03-31
Filed2026-05-07
NVDA
2.12%NVIDIA Corp
Shares36.8K
Event2026-03-31
Filed2026-05-07
ADBE
13.35%Adobe Systems Inc
Shares25.4K
Event2026-03-31
Filed2026-05-07
FPE
40.26%First Trust Preferred Sec & Inc ETF
Shares346.2K
Event2026-03-31
Filed2026-05-07
DIS
5.57%Walt Disney Co
Shares60.7K
Event2026-03-31
Filed2026-05-07
XOM
4.50%Exxon Mobil
Shares33.6K
Event2026-03-31
Filed2026-05-07
MRK
-5.86%Merck & Co Inc
Shares47.2K
Event2026-03-31
Filed2026-05-07
IBM
-1.74%IBM
Shares22.3K
Event2026-03-31
Filed2026-05-07
MCK
-1.73%McKesson Corp
Shares6.0K
Event2026-03-31
Filed2026-05-07
DG
6.02%Dollar General Corp
Shares42.4K
Event2026-03-31
Filed2026-05-07
HD
-6.69%Home Depot
Shares15.2K
Event2026-03-31
Filed2026-05-07
OGE
0.00%OGE Energy Corp.
Shares100.3K
Event2026-03-31
Filed2026-05-07
HSY
3.56%Hershey Company
Shares22.6K
Event2026-03-31
Filed2026-05-07
Alphabet Inc Class C
-2.78%Alphabet Inc Class C
Shares16.2K
Event2026-03-31
Filed2026-05-07
CAH
-3.44%Cardinal Health
Shares21.6K
Event2026-03-31
Filed2026-05-07
META
-10.03%Meta Platforms Inc Class A
Shares8.0K
Event2026-03-31
Filed2026-05-07
WDAY
19.59%Workday Inc Class A
Shares34.9K
Event2026-03-31
Filed2026-05-07
TSLA
2.14%Tesla Motors Inc.
Shares12.2K
Event2026-03-31
Filed2026-05-07
INTU
348.78%Intuit Inc
Shares10.5K
Event2026-03-31
Filed2026-05-07
CRM
372.69%Salesforce.com Inc
Shares22.7K
Event2026-03-31
Filed2026-05-07
WMT
-0.71%Wal-Mart Stores
Shares31.4K
Event2026-03-31
Filed2026-05-07
COST
-7.04%Costco
Shares3.9K
Event2026-03-31
Filed2026-05-07
SPY
5.96%SPDR S&P 500 ETF
Shares5.7K
Event2026-03-31
Filed2026-05-07
PG
-11.51%Procter & Gamble
Shares24.6K
Event2026-03-31
Filed2026-05-07
VB
0.04%Vanguard Small Cap ETF
Shares13.4K
Event2026-03-31
Filed2026-05-07
Vanguard S&P 500 ETF
-6.26%Vanguard S&P 500 ETF
Shares5.8K
Event2026-03-31
Filed2026-05-07
ELV
20.71%Elevance Health Inc
Shares11.8K
Event2026-03-31
Filed2026-05-07
Crown Castle International
17.54%Crown Castle International
Shares41.8K
Event2026-03-31
Filed2026-05-07
HYD
-2.63%Market Vectors High-Yield Muni ETF
Shares64.3K
Event2026-03-31
Filed2026-05-07
EFV
0.63%iShares MSCI EAFE Value Index
Shares40.7K
Event2026-03-31
Filed2026-05-07
GLW
-10.23%Corning Inc
Shares23.4K
Event2026-03-31
Filed2026-05-07
CSCO
-1.55%Cisco Systems Inc
Shares39.9K
Event2026-03-31
Filed2026-05-07
LLY
-0.47%Lilly Eli & Co
Shares3.4K
Event2026-03-31
Filed2026-05-07
T
-0.96%AT&T
Shares103.0K
Event2026-03-31
Filed2026-05-07
MS
1.72%Morgan Stanley
Shares17.2K
Event2026-03-31
Filed2026-05-07
CVX
-7.45%Chevron Corp
Shares13.3K
Event2026-03-31
Filed2026-05-07
VZ
-1.70%Verizon Communications
Shares52.7K
Event2026-03-31
Filed2026-05-07
VEA
0.39%Vanguard MSCI EAFE ETF
Shares39.7K
Event2026-03-31
Filed2026-05-07
DOX
-12.87%Amdocs Limited
Shares38.0K
Event2026-03-31
Filed2026-05-07
IWS
-11.07%iShares Russell Midcap Value
Shares16.9K
Event2026-03-31
Filed2026-05-07
NOW
NewServiceNow, Inc
Shares22.9K
Event2026-03-31
Filed2026-05-07
V
-0.21%Visa
Shares7.9K
Event2026-03-31
Filed2026-05-07
VCIT
1.26%Vanguard Interm-Tm Corp Bd Idx ETF
Shares28.4K
Event2026-03-31
Filed2026-05-07
MCD
-16.44%McDonalds
Shares7.5K
Event2026-03-31
Filed2026-05-07
VTI
-0.04%Vanguard Total Stock Market ETF
Shares6.8K
Event2026-03-31
Filed2026-05-07
Hubbell Inc CL B
0.05%Hubbell Inc CL B
Shares4.3K
Event2026-03-31
Filed2026-05-07
AGG
9.95%iShares Barclays Aggregate Bond
Shares21.3K
Event2026-03-31
Filed2026-05-07
TTD
63.73%The Trade Desk Inc
Shares92.7K
Event2026-03-31
Filed2026-05-07
CAT
-0.70%Caterpillar Inc
Shares3.0K
Event2026-03-31
Filed2026-05-07
OMC
2.58%Omnicom Group Inc
Shares27.1K
Event2026-03-31
Filed2026-05-07
ABBV
-1.26%AbbVie Inc
Shares9.3K
Event2026-03-31
Filed2026-05-07
Powershares QQQ
-1.28%Powershares QQQ
Shares3.5K
Event2026-03-31
Filed2026-05-07
JMST
-50.29%JPMorgan Ultra-Short Municipal Inc ETF
Shares38.6K
Event2026-03-31
Filed2026-05-07
APD
3.80%Air Prod & Chemicals Inc
Shares6.7K
Event2026-03-31
Filed2026-05-07
TJX
0.19%T J X Cos Inc
Shares11.8K
Event2026-03-31
Filed2026-05-07
MDLZ
4.69%Mondelez International Inc
Shares30.4K
Event2026-03-31
Filed2026-05-07
SCHD
-16.75%Schwab U.S. Dividend Equity ETF
Shares56.9K
Event2026-03-31
Filed2026-05-07
BRO
-0.09%Brown & Brown Inc
Shares26.3K
Event2026-03-31
Filed2026-05-07
WM
-0.38%Waste Management, Inc.
Shares7.3K
Event2026-03-31
Filed2026-05-07
EFG
1.16%iShares MSCI EAFE Growth Index
Shares15.0K
Event2026-03-31
Filed2026-05-07
KO
0.70%Coca Cola
Shares21.8K
Event2026-03-31
Filed2026-05-07
EMR
-0.85%Emerson Electric
Shares11.7K
Event2026-03-31
Filed2026-05-07
VIG
-6.77%Vanguard Div Apprciation
Shares7.1K
Event2026-03-31
Filed2026-05-07
ES
6.54%Eversource Energy
Shares21.5K
Event2026-03-31
Filed2026-05-07
XLC
23.25%Communication Services Sel Sect SPDR ETF
Shares13.4K
Event2026-03-31
Filed2026-05-07
Eaton Corp PLC
-2.27%Eaton Corp PLC
Shares4.1K
Event2026-03-31
Filed2026-05-07
VCSH
-2.49%Vanguard Short-Term Corp Bd Idx ETF
Shares18.3K
Event2026-03-31
Filed2026-05-07
BRK.A
0.00%Berkshire Hathaway Inc Class A
Shares2
Event2026-03-31
Filed2026-05-07
PAYX
-8.39%Paychex Inc
Shares15.3K
Event2026-03-31
Filed2026-05-07
HYG
-7.22%iShares iBoxx High Yield Corporate Bond ETF
Shares17.5K
Event2026-03-31
Filed2026-05-07
HON
-0.28%Honeywell International
Shares6.1K
Event2026-03-31
Filed2026-05-07
MCO
0.03%Moodys Corp
Shares3.1K
Event2026-03-31
Filed2026-05-07
BLK
-2.59%BlackRock Inc
Shares1.4K
Event2026-03-31
Filed2026-05-07
LRCX
-6.21%Lam Research Corporation
Shares6.1K
Event2026-03-31
Filed2026-05-07
PNW
-3.92%Pinnacle West Capital Cp
Shares12.8K
Event2026-03-31
Filed2026-05-07
EFA
1.42%iShares MSCI EAFE Index
Shares13.2K
Event2026-03-31
Filed2026-05-07
NTAP
5.96%NetApp, Inc.
Shares12.3K
Event2026-03-31
Filed2026-05-07
TSM
1.86%Taiwan Semiconductr Adrf
Shares3.7K
Event2026-03-31
Filed2026-05-07
Abbott Laboratories
-2.70%Abbott Laboratories
Shares12.0K
Event2026-03-31
Filed2026-05-07
IWM
-4.96%iShares Russell 2000 Index
Shares4.8K
Event2026-03-31
Filed2026-05-07
BANF
-3.50%Bancfirst Corp Oklahoma
Shares11.0K
Event2026-03-31
Filed2026-05-07
VO
-7.25%Vanguard Mid-Cap ETF
Shares4.2K
Event2026-03-31
Filed2026-05-07
ISRG
0.16%Intuitive Surgical New
Shares2.5K
Event2026-03-31
Filed2026-05-07
DE
-0.15%Deere & Co
Shares2.0K
Event2026-03-31
Filed2026-05-07
TROW
-0.45%T. Rowe Price Group Inc
Shares12.2K
Event2026-03-31
Filed2026-05-07
PSLV
0.00%Sprott Phys Silver Trust
Shares44.0K
Event2026-03-31
Filed2026-05-07
IVW
-0.63%iShares S&P 500 Grwth
Shares9.4K
Event2026-03-31
Filed2026-05-07
IWO
0.42%iShares Russell 2000 Growth Index
Shares3.4K
Event2026-03-31
Filed2026-05-07
VIGI
-3.42%Vanguard Intl Divdend
Shares11.9K
Event2026-03-31
Filed2026-05-07
BEN
6.30%Franklin Resources Inc
Shares43.9K
Event2026-03-31
Filed2026-05-07
SYK
-1.28%Stryker
Shares3.1K
Event2026-03-31
Filed2026-05-07
BKNG
-0.84%Booking Holdings Inc
Shares235
Event2026-03-31
Filed2026-05-07
ADP
-24.44%Auto Data Processing
Shares4.8K
Event2026-03-31
Filed2026-05-07
MMC
0.09%Marsh & McLennan Inc
Shares5.5K
Event2026-03-31
Filed2026-05-07
HEI
0.00%Heico Corporation
Shares3.5K
Event2026-03-31
Filed2026-05-07
CTRI
0.00%Centuri Holdings Inc
Shares32.6K
Event2026-03-31
Filed2026-05-07
ECL
-2.73%Ecolab Inc
Shares3.5K
Event2026-03-31
Filed2026-05-07
RTX
0.33%Raytheon Technologies Co
Shares4.8K
Event2026-03-31
Filed2026-05-07
ACWX
0.00%iShares MSCI ACWI ex US Index
Shares13.3K
Event2026-03-31
Filed2026-05-07
SPGI
-5.05%S&P Global Inc
Shares2.0K
Event2026-03-31
Filed2026-05-07
ISTB
-3.63%iShares Core 1-5 Year USD Bond ETF
Shares17.7K
Event2026-03-31
Filed2026-05-07
General Electric
32.25%General Electric
Shares3.0K
Event2026-03-31
Filed2026-05-07
UNP
-2.02%Union Pacific Corp
Shares3.5K
Event2026-03-31
Filed2026-05-07
GEV
1.17%GE Vernova Inc
Shares952
Event2026-03-31
Filed2026-05-07
TXN
-7.53%Texas Instruments Inc
Shares4.3K
Event2026-03-31
Filed2026-05-07
SCHB
0.11%Schwab U.S. Broad Market ETF
Shares31.3K
Event2026-03-31
Filed2026-05-07
GIS
-22.91%General Mills Inc
Shares21.0K
Event2026-03-31
Filed2026-05-07
IJH
0.30%iShares S&P MidCap 400 Index
Shares11.4K
Event2026-03-31
Filed2026-05-07
VWO
0.00%Vanguard Emerging Markets ETF
Shares14.1K
Event2026-03-31
Filed2026-05-07
STT
0.20%State Street Corp
Shares6.0K
Event2026-03-31
Filed2026-05-07
DCI
-5.65%Donaldson Company Inc
Shares8.8K
Event2026-03-31
Filed2026-05-07
AMD
0.11%Advanced Micro Devices
Shares3.7K
Event2026-03-31
Filed2026-05-07
CB
-1.52%Chubb Limited
Shares2.3K
Event2026-03-31
Filed2026-05-07
ITW
-2.21%Illinois Tool Works
Shares2.8K
Event2026-03-31
Filed2026-05-07
HEI.A
0.12%Heico Corporation Class A
Shares3.5K
Event2026-03-31
Filed2026-05-07
COF
0.25%Capital One Financial
Shares4.0K
Event2026-03-31
Filed2026-05-07
PLTR
13.87%Palantir Technologies Inc
Shares5.0K
Event2026-03-31
Filed2026-05-07
JCI
-2.35%Johnson Controls
Shares5.5K
Event2026-03-31
Filed2026-05-07
MNST
-1.18%Monster Beverage Corp
Shares9.7K
Event2026-03-31
Filed2026-05-07
FDX
0.20%Fedex Corporation
Shares2.0K
Event2026-03-31
Filed2026-05-07
UNH
-19.08%Unitedhealth Group Inc
Shares2.5K
Event2026-03-31
Filed2026-05-07
TT
-4.91%Trane Technologies PLC
Shares1.6K
Event2026-03-31
Filed2026-05-07
SHY
-21.84%iShares Barclays 1-3 Yr Treas
Shares8.1K
Event2026-03-31
Filed2026-05-07
EW
-2.07%Edwards Lifesciences Corp
Shares8.2K
Event2026-03-31
Filed2026-05-07
DON
-2.26%WisdomTree MidCap Div
Shares12.3K
Event2026-03-31
Filed2026-05-07
INTC
-1.97%Intel Corporation
Shares14.7K
Event2026-03-31
Filed2026-05-07
ZTS
-1.36%Zoetis Inc
Shares5.4K
Event2026-03-31
Filed2026-05-07
APH
-2.01%Amphenol Corp New
Shares5.0K
Event2026-03-31
Filed2026-05-07
SBUX
-35.73%Starbucks Corp
Shares6.9K
Event2026-03-31
Filed2026-05-07
IWF
-6.62%iShares Russell 1000 Growth Index
Shares1.4K
Event2026-03-31
Filed2026-05-07
XYL
6.18%Xylem Inc
Shares5.1K
Event2026-03-31
Filed2026-05-07
SCHX
5.59%Schwab U.S. Large-Cap ETF
Shares22.9K
Event2026-03-31
Filed2026-05-07
WTW
-2.91%Willis Towers Watson PLC
Shares2.0K
Event2026-03-31
Filed2026-05-07
WFC
0.04%Wells Fargo
Shares7.2K
Event2026-03-31
Filed2026-05-07
MPC
-2.06%Marathon Petroleum Corp
Shares2.3K
Event2026-03-31
Filed2026-05-07
NEE
-0.20%NextEra Energy Inc.
Shares6.0K
Event2026-03-31
Filed2026-05-07
AEP
-13.51%Amer Electric Pwr Co Inc
Shares4.1K
Event2026-03-31
Filed2026-05-07
MSI
-1.72%Motorola Solutions, Inc
Shares1.2K
Event2026-03-31
Filed2026-05-07
VEU
6.33%Vanguard FTSE All-World ex-US ETF
Shares6.9K
Event2026-03-31
Filed2026-05-07
Cigna Corp
0.16%Cigna Corp
Shares1.9K
Event2026-03-31
Filed2026-05-07
XLK
21.25%Technology Select SPDR
Shares3.8K
Event2026-03-31
Filed2026-05-07
AEE
0.00%Ameren Corp
Shares4.6K
Event2026-03-31
Filed2026-05-07
IJR
2.97%iShares S&P 600 Small Cap Index
Shares4.1K
Event2026-03-31
Filed2026-05-07
PM
4.29%Philip Morris Int'l Inc
Shares3.0K
Event2026-03-31
Filed2026-05-07
PFE
6.04%Pfizer
Shares17.7K
Event2026-03-31
Filed2026-05-07
WMB
0.00%Williams Companies, Inc.
Shares6.7K
Event2026-03-31
Filed2026-05-07
VTV
0.13%Vanguard Value ETF
Shares2.4K
Event2026-03-31
Filed2026-05-07
SHW
-1.44%Sherwin-Williams Co.
Shares1.4K
Event2026-03-31
Filed2026-05-07
ORCL
-15.03%Oracle Corporation
Shares3.1K
Event2026-03-31
Filed2026-05-07
GILD
1.31%Gilead Sciences Inc
Shares3.2K
Event2026-03-31
Filed2026-05-07
JPMorgan BetaBuilders Japan
0.00%JPMorgan BetaBuilders Japan
Shares6.3K
Event2026-03-31
Filed2026-05-07
Guggenheim S&P 500 Equal Weight ETF
11.91%Guggenheim S&P 500 Equal Weight ETF
Shares2.2K
Event2026-03-31
Filed2026-05-07
CHD
0.00%Church & Dwight Co Inc
Shares4.6K
Event2026-03-31
Filed2026-05-07
MKC
-1.77%McCormick & Co
Shares8.4K
Event2026-03-31
Filed2026-05-07
IVE
-2.44%iShares S&P 500 Value Index
Shares2.0K
Event2026-03-31
Filed2026-05-07
TGT
-2.73%Target
Shares3.4K
Event2026-03-31
Filed2026-05-07
PNQI
-2.16%PowerShares Nasdaq Internet ETF
Shares9.1K
Event2026-03-31
Filed2026-05-07
MU
7.99%Micron Tech Inc
Shares1.2K
Event2026-03-31
Filed2026-05-07
VGT
-1.56%Vanguard Information Technology ETF
Shares569
Event2026-03-31
Filed2026-05-07
CLX
-4.23%Clorox Company
Shares3.8K
Event2026-03-31
Filed2026-05-07
PH
5.01%Parker Hannifin Corp
Shares440
Event2026-03-31
Filed2026-05-07
CHRW
0.04%CH Robinson Worldwide Inc.
Shares2.4K
Event2026-03-31
Filed2026-05-07
ASML
6.50%ASML Holding NV ADR
Shares295
Event2026-03-31
Filed2026-05-07
RFG
0.00%Guggenheim Etf
Shares6.9K
Event2026-03-31
Filed2026-05-07
TRGP
0.00%Targa Resources Corp
Shares1.5K
Event2026-03-31
Filed2026-05-07
BK
0.92%Bank Of New York Mellon Corp
Shares3.2K
Event2026-03-31
Filed2026-05-07
CSX
0.00%CSX Corp
Shares9.1K
Event2026-03-31
Filed2026-05-07
BA
-1.79%Boeing Co
Shares1.9K
Event2026-03-31
Filed2026-05-07
PEG
-6.37%Public Service Enterprise Group
Shares4.4K
Event2026-03-31
Filed2026-05-07
FAST
0.00%Fastenal Co
Shares7.6K
Event2026-03-31
Filed2026-05-07
ICE
-14.97%IntercontinentalExchange Group Inc
Shares2.2K
Event2026-03-31
Filed2026-05-07
LITE
NewLumentum Holdings Inc
Shares490
Event2026-03-31
Filed2026-05-07
HWM
1.46%Howmet Aerospace
Shares1.5K
Event2026-03-31
Filed2026-05-07
VNQ
21.15%Vanguard REIT ETF
Shares3.8K
Event2026-03-31
Filed2026-05-07
IWP
-20.28%iShares Russell Midcap Growth
Shares2.6K
Event2026-03-31
Filed2026-05-07
BOKF
0.00%B O K Financial Cp New
Shares2.6K
Event2026-03-31
Filed2026-05-07
VUG
-2.48%Vanguard Growth ETF
Shares748
Event2026-03-31
Filed2026-05-07
GWW
0.00%Grainger, W W
Shares290
Event2026-03-31
Filed2026-05-07
XBI
0.00%SPDR S&P Biotech ETF
Shares2.5K
Event2026-03-31
Filed2026-05-07
ALL
-0.54%Allstate Corporation
Shares1.5K
Event2026-03-31
Filed2026-05-07
Wisconsin Energy Group
0.00%Wisconsin Energy Group
Shares2.7K
Event2026-03-31
Filed2026-05-07
CIEN
NewCiena Corp
Shares788
Event2026-03-31
Filed2026-05-07
VRP
-4.29%PowerShares Variable Rate Preferred
Shares12.6K
Event2026-03-31
Filed2026-05-07
SWX
0.00%Southwest Gas Holdings
Shares3.5K
Event2026-03-31
Filed2026-05-07
EFX
0.00%Equifax Inc
Shares1.7K
Event2026-03-31
Filed2026-05-07
XLF
28.77%Financial Select Sector SPDR
Shares6.0K
Event2026-03-31
Filed2026-05-07
MLM
-0.80%Martin Marietta Matr
Shares495
Event2026-03-31
Filed2026-05-07
CVIE
0.00%Calvert International Responsible ETF
Shares4.0K
Event2026-03-31
Filed2026-05-07
ROP
-0.12%Roper Industries Inc
Shares819
Event2026-03-31
Filed2026-05-07
TMO
-2.81%Thermo Fisher Scientific Inc
Shares588
Event2026-03-31
Filed2026-05-07
NFLX
-6.89%Netflix Inc
Shares3.0K
Event2026-03-31
Filed2026-05-07
DVY
-0.75%iShares Dow Jones Select Dividend Index
Shares1.8K
Event2026-03-31
Filed2026-05-07
PPG
0.00%PPG Industries Inc
Shares2.6K
Event2026-03-31
Filed2026-05-07
IJK
0.00%iShares S&P MidCap 400 Growth
Shares2.7K
Event2026-03-31
Filed2026-05-07
BMY
5.16%Bristol-Myers Squibb Co
Shares4.5K
Event2026-03-31
Filed2026-05-07
MCHP
0.00%Microchip Technology Inc
Shares4.2K
Event2026-03-31
Filed2026-05-07
SO
1.83%Southern Company
Shares2.8K
Event2026-03-31
Filed2026-05-07
SSNC
0.00%SS&C Technologies Holdings Inc
Shares3.9K
Event2026-03-31
Filed2026-05-07
HASI
0.70%Hannon Armstrong Sustainable Infrastructure Capital Inc
Shares7.2K
Event2026-03-31
Filed2026-05-07
SFM
-1.21%Sprouts Farmers Market Inc
Shares3.4K
Event2026-03-31
Filed2026-05-07
ROK
0.14%Rockwell Automation Inc
Shares722
Event2026-03-31
Filed2026-05-07
ED
0.00%Consolidated Edison
Shares2.3K
Event2026-03-31
Filed2026-05-07
LPTH
2.66%LightPath Technologies Inc
Shares25.7K
Event2026-03-31
Filed2026-05-07
ITA
0.09%iShares US Aerospace & Defense
Shares1.2K
Event2026-03-31
Filed2026-05-07
BBEU
6.40%JPMorgan BetaBuilders Europe
Shares3.5K
Event2026-03-31
Filed2026-05-07
GRMN
0.00%Garmin Ltd
Shares1.1K
Event2026-03-31
Filed2026-05-07
IYW
-4.95%iShares Dow Jones US Technology
Shares1.4K
Event2026-03-31
Filed2026-05-07
MMM
-2.48%3M Company
Shares1.7K
Event2026-03-31
Filed2026-05-07
IVZ
6.63%Invesco Ltd
Shares10.2K
Event2026-03-31
Filed2026-05-07
TSEM
NewTower Semiconductor Ltd
Shares1.4K
Event2026-03-31
Filed2026-05-07
Linde PLC
NewLinde PLC
Shares488
Event2026-03-31
Filed2026-05-07
JPMorgan BetaBuilders Canada
18.70%JPMorgan BetaBuilders Canada
Shares2.6K
Event2026-03-31
Filed2026-05-07
Seagate Technology PLC
NewSeagate Technology PLC
Shares615
Event2026-03-31
Filed2026-05-07
BIP
1.27%Brookfield Infr Prt Lp Lp Int Unit
Shares6.6K
Event2026-03-31
Filed2026-05-07
CARR
0.29%Carrier Global Corp
Shares4.2K
Event2026-03-31
Filed2026-05-07
PNC
0.36%PNC Finl Services Gp Inc
Shares1.1K
Event2026-03-31
Filed2026-05-07
PHYS
0.00%Sprott Physical Gold Trust
Shares6.5K
Event2026-03-31
Filed2026-05-07
Coherent Inc
NewCoherent Inc
Shares969
Event2026-03-31
Filed2026-05-07
SCHF
-9.41%Schwab International Equity ETF
Shares8.9K
Event2026-03-31
Filed2026-05-07
MO
NewAltria Group Inc
Shares3.3K
Event2026-03-31
Filed2026-05-07
NEM
0.40%Newmont Mining Corporation
Shares2.0K
Event2026-03-31
Filed2026-05-07
BMO
0.00%Bank of Montreal (USA)
Shares1.6K
Event2026-03-31
Filed2026-05-07
KBWB
0.00%Invesco KBW Bank ETF
Shares2.7K
Event2026-03-31
Filed2026-05-07
DFUS
-8.54%Dimensional US Equity Market ETF
Shares2.9K
Event2026-03-31
Filed2026-05-07
NKE
-22.32%Nike Inc
Shares4.0K
Event2026-03-31
Filed2026-05-07
COP
NewConocoPhillips
Shares1.6K
Event2026-03-31
Filed2026-05-07
ZBH
-8.58%Zimmer Biomet Holdings Inc.
Shares2.3K
Event2026-03-31
Filed2026-05-07
GS
-12.41%Goldman Sachs Group Inc
Shares240
Event2026-03-31
Filed2026-05-07
AMG
-2.01%Affiliated Managers Group Inc
Shares730
Event2026-03-31
Filed2026-05-07
RC
0.45%Ready Capital Corp
Shares25.4K
Event2026-03-31
Filed2026-05-07
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available