Sponsored

The Analysis of IRONWOOD INVESTMENT MANAGEMENT LLC's Holdings & P&L

Currently, IRONWOOD INVESTMENT MANAGEMENT LLC holds 179 types of securities in its portfolio with a total value $239.8M. In the most recent quarter, they have increased their positions in CEPT (+135.6K shares, valued at $1.5M), VTI (+3.5K shares, valued at $1.1M), HBAN (+70.1K shares, valued at $1.1M); decreased their positions in IWM (-18.2K shares, valued at $4.5M), KOP (-18.0K shares, valued at $696.2K), ARW (-2.6K shares, valued at $372.9K); initiated new positions in CEPT (+135.6K shares, valued at $1.5M), HBAN (+70.1K shares, valued at $1.1M), COST (+919 shares, valued at $915.7K).

1M P&L

+8.5M+3.63%

3M P&L

+13.7M+5.96%

HY P&L

+35.0M+16.76%

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/A51.5M

23.8%

2Engineering & Construction12.4M

5.7%

3Biotechnology11.5M

5.3%

Top Industries by Stock Count

1N/A10 stocks

6.6%

2Banks - Regional9 stocks

6.0%

3Software - Application8 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI Vanguard Total Stock Market ET54.2K shares6.93%2026-03-312026-05-15

EFA Msci Eafe125.5K shares3.46%2026-03-312026-05-15

SHV iShares Short Treasury Bond ET64.6K shares2.70%2026-03-312026-05-15

MYRG MYR Group17.7K shares-1.26%2026-03-312026-05-15

VICR Vicor Corp30.9K shares-0.86%2026-03-312026-05-15

GPI Group 1 Automotive14.6K shares-2.01%2026-03-312026-05-15

DY Dycom Industries Inc14.2K shares-1.23%2026-03-312026-05-15

BBIO BridgeBio Pharma Inc.61.0K shares-1.35%2026-03-312026-05-15

Sponsored

IWV iShares Russell 3000 ETF11.3K shares4.87%2026-03-312026-05-15

Citigroup Inc New Citigroup Inc New35.6K shares-0.01%2026-03-312026-05-15

CYTK Cytokinetics Inc56.7K shares-0.86%2026-03-312026-05-15

VWO Vanguard FTSE Emerging Markets68.6K shares3.10%2026-03-312026-05-15

SGI Somnigroup International Inc.47.0K shares-1.36%2026-03-312026-05-15

PEGA Pegasystems Inc78.4K shares-1.29%2026-03-312026-05-15

TTMI Ttm Technologies Inc32.6K shares-4.02%2026-03-312026-05-15

GM General Mtrs Corp42.5K shares-6.59%2026-03-312026-05-15

Sponsored

TPC Tutor Perini Corp40.2K shares-1.14%2026-03-312026-05-15

SM Sm Energy Company95.4K shares19.10%2026-03-312026-05-15

Coherent Corp Coherent Corp12.2K shares-1.06%2026-03-312026-05-15

MCK Mckesson Corporation3.3K shares-0.36%2026-03-312026-05-15

ARW Arrow Electronics19.3K shares-11.87%2026-03-312026-05-15

MRCY Mercury Systems37.7K shares-4.36%2026-03-312026-05-15

DAR Darling Ingredients, Inc.42.5K shares-0.24%2026-03-312026-05-15

ASML ASML Holding N.V.2.0K shares22.78%2026-03-312026-05-15

Sponsored

GFF Griffon Corp34.6K shares-4.80%2026-03-312026-05-15

EXTR Extreme Networks Inc.161.4K shares56.19%2026-03-312026-05-15

Super Micro Computer, Inc. Super Micro Computer, Inc.104.3K shares-0.54%2026-03-312026-05-15

PI Impinj, Inc.22.7K shares36.36%2026-03-312026-05-15

Fidelity Total Market Index Fu Fidelity Total Market Index Fu13.0K shares0.00%2026-03-312026-05-15

KOP Koppers Holdings Inc.59.4K shares-23.25%2026-03-312026-05-15

FNV Franco-Nevada9.3K shares5.58%2026-03-312026-05-15

BBSI Barrett Business Services Inc.74.5K shares-0.46%2026-03-312026-05-15

Sponsored

CVGI Commercial Vehicle Group637.0K shares0.00%2026-03-312026-05-15

WTS Watts Water Tech Inc A Class A7.2K shares-1.08%2026-03-312026-05-15

FRPT Freshpet Inc.35.2K shares0.30%2026-03-312026-05-15

NPKI NPK International, Inc.140.6K shares-0.90%2026-03-312026-05-15

WSM Williams Sonoma10.9K shares0.45%2026-03-312026-05-15

ATRO Astronics Corporation29.4K shares-1.30%2026-03-312026-05-15

PFE Pfizer Incorporated64.9K shares17.58%2026-03-312026-05-15

IWM Ishares Russell 20007.2K shares-71.56%2026-03-312026-05-15

Sponsored

EVLV Evolv Technologies Holdings, I290.4K shares-1.71%2026-03-312026-05-15

CSCO Cisco Systems Inc22.2K shares-0.44%2026-03-312026-05-15

TDY Teledyne Tech Inc2.8K shares-4.45%2026-03-312026-05-15

AUPH Aurinia Pharmaceuticals113.1K shares-1.36%2026-03-312026-05-15

THG Hanover Insurance Group9.2K shares-0.84%2026-03-312026-05-15

GT Goodyear Tire & Rubber240.0K shares3.45%2026-03-312026-05-15

Alphabet Inc., Class A Alphabet Inc., Class A5.4K shares-4.24%2026-03-312026-05-15

CEPT Cantor Equity Partners II Inc.135.6K sharesnew addition2026-03-312026-05-15

Sponsored

MSFT Microsoft Corp4.0K shares-3.53%2026-03-312026-05-15

KSS Kohls112.8K shares1.81%2026-03-312026-05-15

IBM Intl Business Machines5.9K shares2.06%2026-03-312026-05-15

SHOO Steven Madden Ltd41.7K shares-1.06%2026-03-312026-05-15

FAST Fastenal Co Com29.6K shares-4.54%2026-03-312026-05-15

UFPI UFP Industries14.7K shares0.17%2026-03-312026-05-15

CBT Cabot Corp18.0K shares-1.02%2026-03-312026-05-15

BDC Belden Inc11.8K shares0.00%2026-03-312026-05-15

Sponsored

SCHE Schwab Emerging Mrkets Equity39.5K shares381.34%2026-03-312026-05-15

LXU LSB Industries85.2K shares4.36%2026-03-312026-05-15

NATL NCR Atleos Corp.27.9K shares0.00%2026-03-312026-05-15

BBT Beacon Financial Corporation40.3K shares64.68%2026-03-312026-05-15

ACIW ACI Worldwide, Inc28.6K shares-1.52%2026-03-312026-05-15

ONTO Onto Innovation5.7K shares-1.11%2026-03-312026-05-15

PGR Progressive Corp Ohio5.7K shares-1.02%2026-03-312026-05-15

TPH TRI Pointe Group, Inc.24.0K shares-0.97%2026-03-312026-05-15

Sponsored

Pagaya Technologies Ltd. Pagaya Technologies Ltd.94.3K shares58.50%2026-03-312026-05-15

HBAN Huntington Bancshares70.1K sharesnew addition2026-03-312026-05-15

KRNT Kornit Digital Ltd.73.7K shares-0.83%2026-03-312026-05-15

CSV Carriage Services Inc.23.5K shares0.00%2026-03-312026-05-15

ADP Auto Data Processing5.2K shares-4.54%2026-03-312026-05-15

AVBC Avidia Bancorp53.6K shares-1.02%2026-03-312026-05-15

V Visa Cl A3.4K shares-4.50%2026-03-312026-05-15

ZETA Zeta Global Holdings Corp.64.2K shares-1.49%2026-03-312026-05-15

Sponsored

BHR Braemar Hotels Resorts431.4K shares0.00%2026-03-312026-05-15

DNLI Denali Therapeutics52.1K shares2.22%2026-03-312026-05-15

ZTS Zoetis Inc.8.3K shares-4.44%2026-03-312026-05-15

Pinnacle Financial Partners, I Pinnacle Financial Partners, I11.3K shares0.00%2026-03-312026-05-15

WPM Wheaton Precious Metals Corp.7.4K shares-4.52%2026-03-312026-05-15

ANIK Anika Therapeutics, Inc.65.6K shares-0.07%2026-03-312026-05-15

DHR Danaher4.9K shares-4.64%2026-03-312026-05-15

CRM Salesforce.com Inc5.0K shares-0.06%2026-03-312026-05-15

Sponsored

OTIS Otis Worldwide Corp12.0K shares-4.51%2026-03-312026-05-15

JPM Jpmorgan Chase & Co3.2K shares0.00%2026-03-312026-05-15

KOPN Kopin Corporation411.6K shares-1.49%2026-03-312026-05-15

ICE Intercontinental Exchange, Inc5.8K shares-4.62%2026-03-312026-05-15

COST Costco919 sharesnew addition2026-03-312026-05-15

ORI Old Republic Intl Corp22.2K shares-0.94%2026-03-312026-05-15

GSHD Goosehead Insurance Inc.20.4K sharesnew addition2026-03-312026-05-15

SPGI S&P Global Inc.2.0K shares-4.70%2026-03-312026-05-15

Sponsored

ZS Zscaler Inc.5.8K shares-2.78%2026-03-312026-05-15

FITB Fifth Third Bancorp Com17.4K shares0.00%2026-03-312026-05-15

STKL Sunopta Inc F123.2K shares1.66%2026-03-312026-05-15

MODG Callaway Golf Co.56.7K shares-0.46%2026-03-312026-05-15

PRCH Porch Group Inc.107.9K shares117.22%2026-03-312026-05-15

GS Goldman Sachs Group889 shares-5.32%2026-03-312026-05-15

BW Babcock & Wilcox Enterprises,49.9K shares-1.14%2026-03-312026-05-15

General Electric Company General Electric Company2.5K shares-0.12%2026-03-312026-05-15

Sponsored

NVO Novo-Nordisk A/S19.2K shares-4.52%2026-03-312026-05-15

TCBK TriCo Bancshares14.6K shares-1.24%2026-03-312026-05-15

Vanguard Developed Markets Ind Vanguard Developed Markets Ind33.6K shares0.17%2026-03-312026-05-15

CMP Compass Minerals International28.9K shares-0.43%2026-03-312026-05-15

TRS Trimas18.7K shares-0.67%2026-03-312026-05-15

VYX NCR Voyix Corp.105.9K shares30.89%2026-03-312026-05-15

INDI indie Semiconductor, Inc.207.4K shares1.70%2026-03-312026-05-15

UNFI United Natural Foods14.8K shares-0.95%2026-03-312026-05-15

Sponsored

SGOV iShares 0-3 Month Treasury Bon6.5K shares-13.39%2026-03-312026-05-15

WSFS WSFS Financial Corp9.3K shares0.00%2026-03-312026-05-15

QTRX Quanterix Corp169.8K shares-1.45%2026-03-312026-05-15

SONO Sonos, Inc.43.7K shares-1.52%2026-03-312026-05-15

SPSC SPS Commerce10.4K shares-8.47%2026-03-312026-05-15

BK Bank Of Ny Mellon Cp New4.8K shares0.00%2026-03-312026-05-15

BANC Banc of California, Inc32.7K shares-0.80%2026-03-312026-05-15

AMRC Ameresco, Inc.22.4K shares-0.56%2026-03-312026-05-15

Sponsored

ASPN Aspen Aerogels, Inc.166.6K shares30.74%2026-03-312026-05-15

GEV GE Vernova Inc.622 shares-0.16%2026-03-312026-05-15

TRNS Transcat Inc.7.2K shares-0.81%2026-03-312026-05-15

LDOS Leidos Holdings, Inc.3.3K shares0.00%2026-03-312026-05-15

QRVO Qorvo Inc.6.5K shares-0.14%2026-03-312026-05-15

IWF Ishares Russell 1000 Growth ET1.2K shares0.00%2026-03-312026-05-15

APAM Artisan Partners Asset MGMT13.1K shares-1.33%2026-03-312026-05-15

AAPL Apple Computer1.8K shares0.00%2026-03-312026-05-15

Sponsored

EDEN iShares MSCI Denmark ETF4.4K sharesnew addition2026-03-312026-05-15

PEP Pepsico Incorporated2.9K shares0.00%2026-03-312026-05-15

GEOS Geospace Technologies36.0K shares-2.00%2026-03-312026-05-15

Merck & Co Inc New Merck & Co Inc New3.5K shares0.00%2026-03-312026-05-15

COLB Columbia Banking Systems14.7K shares-1.18%2026-03-312026-05-15

American Funds New Perspective American Funds New Perspective6.0K shares0.00%2026-03-312026-05-15

TNC Tennant Co6.0K shares-4.52%2026-03-312026-05-15

IWD Russell 1000 Value Index Fund1.9K shares0.00%2026-03-312026-05-15

Sponsored

META Meta Platforms, Inc.689 shares-0.14%2026-03-312026-05-15

BMY Bristol-Myers Squibb Co6.0K shares0.00%2026-03-312026-05-15

CARG Car Guru, Inc.10.6K shares-1.74%2026-03-312026-05-15

MKL Markel Corp.188 sharesnew addition2026-03-312026-05-15

BA Boeing Company1.8K shares-0.11%2026-03-312026-05-15

KALV KalVista Pharmaceuticals16.7K shares0.00%2026-03-312026-05-15

WDC Western Digital Corp1.2K shares0.00%2026-03-312026-05-15

CAT Caterpillar Inc450 shares-35.71%2026-03-312026-05-15

Sponsored

ASYS Amtech Systems, Inc.27.2K shares-1.23%2026-03-312026-05-15

INTC Intel Corp6.9K shares-0.32%2026-03-312026-05-15

DIS Disney (walt)3.1K shares-0.07%2026-03-312026-05-15

JNJ Johnson & Johnson1.2K shares0.00%2026-03-312026-05-15

FLR Fluor6.0K shares0.00%2026-03-312026-05-15

BAC Bank Of America Corp5.7K shares-0.23%2026-03-312026-05-15

CBRL Cracker Barrel9.8K shares0.00%2026-03-312026-05-15

NOG Northern Oil and Gas, Inc.9.3K sharesnew addition2026-03-312026-05-15

Sponsored

CRI Carters Inc7.6K shares1.26%2026-03-312026-05-15

SNDK Sandisk Corporation413 sharesnew addition2026-03-312026-05-15

HBM Hudbay Minerals12.5K shares-54.76%2026-03-312026-05-15

Remy Martin SA Unsponsored ADR Remy Martin SA Unsponsored ADR61.4K shares136.28%2026-03-312026-05-15

Nuveen Large Cap Value Index F Nuveen Large Cap Value Index F9.0K shares0.00%2026-03-312026-05-15

Eaton Corporation Eaton Corporation716 shares0.00%2026-03-312026-05-15

TALO Talos Energy Inc.16.0K shares0.00%2026-03-312026-05-15

AZTA Azenta, Inc.11.9K shares-4.01%2026-03-312026-05-15

Sponsored

RGP Resources Connection Inc.66.4K shares108.62%2026-03-312026-05-15

HPE Hewlett Packard Enterprise Co.10.2K shares-0.13%2026-03-312026-05-15

AES A E S Corp17.3K shares0.00%2026-03-312026-05-15

PBI Pitney Bowes Inc21.2K shares0.00%2026-03-312026-05-15

HWC Hancock Whitney Corp3.6K shares-1.37%2026-03-312026-05-15

EXE Expand Energy Corp.2.0K shares0.00%2026-03-312026-05-15

TGT Target1.8K sharesnew addition2026-03-312026-05-15

CNNE Cannae Holdings Inc.18.6K sharesnew addition2026-03-312026-05-15

Sponsored

HP Inc. HP Inc.11.0K shares-0.12%2026-03-312026-05-15

AVNT Avient Corp5.7K sharesnew addition2026-03-312026-05-15

NFBK Northfield Bancorp14.5K shares-1.36%2026-03-312026-05-15

FMC F M C Corp10.9K sharesnew addition2026-03-312026-05-15

Legg Mason WA US TSY Res Inst Legg Mason WA US TSY Res Inst183.4K shares-8.10%2026-03-312026-05-15

UIS Unisys Corp85.6K shares54.08%2026-03-312026-05-15

Westgold Resources Ltd. Westgold Resources Ltd.43.8K shares-64.39%2026-03-312026-05-15

MEI Methode Electronics Inc.29.0K shares0.18%2026-03-312026-05-15

Sponsored

VALN Valneva SE ADR25.1K shares0.00%2026-03-312026-05-15

NEXT NextDecade Corporation19.9K shares0.00%2026-03-312026-05-15

NOMD Nomad Foods Limited14.4K sharesnew addition2026-03-312026-05-15

AVD American Vanguard Corp55.1K shares0.00%2026-03-312026-05-15

DLTH Duluth Holdings Inc35.8K shares0.77%2026-03-312026-05-15

SPT Sprout Social, Inc.18.2K shares-1.69%2026-03-312026-05-15

MQ Marqeta, Inc.25.4K shares0.17%2026-03-312026-05-15

EVH Evolent Health, Inc.44.4K shares-6.86%2026-03-312026-05-15

Sponsored

TTEC TTEC Holdings Inc23.5K shares1.20%2026-03-312026-05-15

RBBN Ribbon Communications18.1K shares-1.55%2026-03-312026-05-15

Cartesian Therapeutics CVR Cartesian Therapeutics CVR170.1K shares0.00%2026-03-312026-05-15

VTI

Vanguard Total Stock Market ET

6.93%

Shares54.2K

Event2026-03-31

Filed2026-05-15

EFA

Msci Eafe

3.46%

Shares125.5K

Event2026-03-31

Filed2026-05-15

SHV

iShares Short Treasury Bond ET

2.70%

Shares64.6K

Event2026-03-31

Filed2026-05-15

MYRG

MYR Group

-1.26%

Shares17.7K

Event2026-03-31

Filed2026-05-15

VICR

Vicor Corp

-0.86%

Shares30.9K

Event2026-03-31

Filed2026-05-15

GPI

Group 1 Automotive

-2.01%

Shares14.6K

Event2026-03-31

Filed2026-05-15

Dycom Industries Inc

-1.23%

Shares14.2K

Event2026-03-31

Filed2026-05-15

BBIO

BridgeBio Pharma Inc.

-1.35%

Shares61.0K

Event2026-03-31

Filed2026-05-15

IWV

iShares Russell 3000 ETF

4.87%

Shares11.3K

Event2026-03-31

Filed2026-05-15

Citigroup Inc New

-0.01%

Shares35.6K

Event2026-03-31

Filed2026-05-15

CYTK

Cytokinetics Inc

-0.86%

Shares56.7K

Event2026-03-31

Filed2026-05-15

VWO

Vanguard FTSE Emerging Markets

3.10%

Shares68.6K

Event2026-03-31

Filed2026-05-15

SGI

Somnigroup International Inc.

-1.36%

Shares47.0K

Event2026-03-31

Filed2026-05-15

PEGA

Pegasystems Inc

-1.29%

Shares78.4K

Event2026-03-31

Filed2026-05-15

TTMI

Ttm Technologies Inc

-4.02%

Shares32.6K

Event2026-03-31

Filed2026-05-15

General Mtrs Corp

-6.59%

Shares42.5K

Event2026-03-31

Filed2026-05-15

TPC

Tutor Perini Corp

-1.14%

Shares40.2K

Event2026-03-31

Filed2026-05-15

Sm Energy Company

19.10%

Shares95.4K

Event2026-03-31

Filed2026-05-15

Coherent Corp

-1.06%

Shares12.2K

Event2026-03-31

Filed2026-05-15

MCK

Mckesson Corporation

-0.36%

Shares3.3K

Event2026-03-31

Filed2026-05-15

ARW

Arrow Electronics

-11.87%

Shares19.3K

Event2026-03-31

Filed2026-05-15

MRCY

Mercury Systems

-4.36%

Shares37.7K

Event2026-03-31

Filed2026-05-15

DAR

Darling Ingredients, Inc.

-0.24%

Shares42.5K

Event2026-03-31

Filed2026-05-15

ASML

ASML Holding N.V.

22.78%

Shares2.0K

Event2026-03-31

Filed2026-05-15

GFF

Griffon Corp

-4.80%

Shares34.6K

Event2026-03-31

Filed2026-05-15

EXTR

Extreme Networks Inc.

56.19%

Shares161.4K

Event2026-03-31

Filed2026-05-15

Super Micro Computer, Inc.

-0.54%

Shares104.3K

Event2026-03-31

Filed2026-05-15

Impinj, Inc.

36.36%

Shares22.7K

Event2026-03-31

Filed2026-05-15

Fidelity Total Market Index Fu

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-15

KOP

Koppers Holdings Inc.

-23.25%

Shares59.4K

Event2026-03-31

Filed2026-05-15

FNV

Franco-Nevada

5.58%

Shares9.3K

Event2026-03-31

Filed2026-05-15

BBSI

Barrett Business Services Inc.

-0.46%

Shares74.5K

Event2026-03-31

Filed2026-05-15

CVGI

Commercial Vehicle Group

0.00%

Shares637.0K

Event2026-03-31

Filed2026-05-15

WTS

Watts Water Tech Inc A Class A

-1.08%

Shares7.2K

Event2026-03-31

Filed2026-05-15

FRPT

Freshpet Inc.

0.30%

Shares35.2K

Event2026-03-31

Filed2026-05-15

NPKI

NPK International, Inc.

-0.90%

Shares140.6K

Event2026-03-31

Filed2026-05-15

WSM

Williams Sonoma

0.45%

Shares10.9K

Event2026-03-31

Filed2026-05-15

ATRO

Astronics Corporation

-1.30%

Shares29.4K

Event2026-03-31

Filed2026-05-15

PFE

Pfizer Incorporated

17.58%

Shares64.9K

Event2026-03-31

Filed2026-05-15

IWM

Ishares Russell 2000

-71.56%

Shares7.2K

Event2026-03-31

Filed2026-05-15

EVLV

Evolv Technologies Holdings, I

-1.71%

Shares290.4K

Event2026-03-31

Filed2026-05-15

CSCO

Cisco Systems Inc

-0.44%

Shares22.2K

Event2026-03-31

Filed2026-05-15

TDY

Teledyne Tech Inc

-4.45%

Shares2.8K

Event2026-03-31

Filed2026-05-15

AUPH

Aurinia Pharmaceuticals

-1.36%

Shares113.1K

Event2026-03-31

Filed2026-05-15

THG

Hanover Insurance Group

-0.84%

Shares9.2K

Event2026-03-31

Filed2026-05-15

Goodyear Tire & Rubber

3.45%

Shares240.0K

Event2026-03-31

Filed2026-05-15

Alphabet Inc., Class A

-4.24%

Shares5.4K

Event2026-03-31

Filed2026-05-15

CEPT

Cantor Equity Partners II Inc.

New

Shares135.6K

Event2026-03-31

Filed2026-05-15

MSFT

Microsoft Corp

-3.53%

Shares4.0K

Event2026-03-31

Filed2026-05-15

KSS

Kohls

1.81%

Shares112.8K

Event2026-03-31

Filed2026-05-15

IBM

Intl Business Machines

2.06%

Shares5.9K

Event2026-03-31

Filed2026-05-15

SHOO

Steven Madden Ltd

-1.06%

Shares41.7K

Event2026-03-31

Filed2026-05-15

FAST

Fastenal Co Com

-4.54%

Shares29.6K

Event2026-03-31

Filed2026-05-15

UFPI

UFP Industries

0.17%

Shares14.7K

Event2026-03-31

Filed2026-05-15

CBT

Cabot Corp

-1.02%

Shares18.0K

Event2026-03-31

Filed2026-05-15

BDC

Belden Inc

0.00%

Shares11.8K

Event2026-03-31

Filed2026-05-15

SCHE

Schwab Emerging Mrkets Equity

381.34%

Shares39.5K

Event2026-03-31

Filed2026-05-15

LXU

LSB Industries

4.36%

Shares85.2K

Event2026-03-31

Filed2026-05-15

NATL

NCR Atleos Corp.

0.00%

Shares27.9K

Event2026-03-31

Filed2026-05-15

BBT

Beacon Financial Corporation

64.68%

Shares40.3K

Event2026-03-31

Filed2026-05-15

ACIW

ACI Worldwide, Inc

-1.52%

Shares28.6K

Event2026-03-31

Filed2026-05-15

ONTO

Onto Innovation

-1.11%

Shares5.7K

Event2026-03-31

Filed2026-05-15

PGR

Progressive Corp Ohio

-1.02%

Shares5.7K

Event2026-03-31

Filed2026-05-15

TPH

TRI Pointe Group, Inc.

-0.97%

Shares24.0K

Event2026-03-31

Filed2026-05-15

Pagaya Technologies Ltd.

58.50%

Shares94.3K

Event2026-03-31

Filed2026-05-15

HBAN

Huntington Bancshares

New

Shares70.1K

Event2026-03-31

Filed2026-05-15

KRNT

Kornit Digital Ltd.

-0.83%

Shares73.7K

Event2026-03-31

Filed2026-05-15

CSV

Carriage Services Inc.

0.00%

Shares23.5K

Event2026-03-31

Filed2026-05-15

ADP

Auto Data Processing

-4.54%

Shares5.2K

Event2026-03-31

Filed2026-05-15

AVBC

Avidia Bancorp

-1.02%

Shares53.6K

Event2026-03-31

Filed2026-05-15

Visa Cl A

-4.50%

Shares3.4K

Event2026-03-31

Filed2026-05-15

ZETA

Zeta Global Holdings Corp.

-1.49%

Shares64.2K

Event2026-03-31

Filed2026-05-15

BHR

Braemar Hotels Resorts

0.00%

Shares431.4K

Event2026-03-31

Filed2026-05-15

DNLI

Denali Therapeutics

2.22%

Shares52.1K

Event2026-03-31

Filed2026-05-15

ZTS

Zoetis Inc.

-4.44%

Shares8.3K

Event2026-03-31

Filed2026-05-15

Pinnacle Financial Partners, I

0.00%

Shares11.3K

Event2026-03-31

Filed2026-05-15

WPM

Wheaton Precious Metals Corp.

-4.52%

Shares7.4K

Event2026-03-31

Filed2026-05-15

ANIK

Anika Therapeutics, Inc.

-0.07%

Shares65.6K

Event2026-03-31

Filed2026-05-15

DHR

Danaher

-4.64%

Shares4.9K

Event2026-03-31

Filed2026-05-15

CRM

Salesforce.com Inc

-0.06%

Shares5.0K

Event2026-03-31

Filed2026-05-15

OTIS

Otis Worldwide Corp

-4.51%

Shares12.0K

Event2026-03-31

Filed2026-05-15

JPM

Jpmorgan Chase & Co

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-15

KOPN

Kopin Corporation

-1.49%

Shares411.6K

Event2026-03-31

Filed2026-05-15

ICE

Intercontinental Exchange, Inc

-4.62%

Shares5.8K

Event2026-03-31

Filed2026-05-15

COST

Costco

New

Shares919

Event2026-03-31

Filed2026-05-15

ORI

Old Republic Intl Corp

-0.94%

Shares22.2K

Event2026-03-31

Filed2026-05-15

GSHD

Goosehead Insurance Inc.

New

Shares20.4K

Event2026-03-31

Filed2026-05-15

SPGI

S&P Global Inc.

-4.70%

Shares2.0K

Event2026-03-31

Filed2026-05-15

Zscaler Inc.

-2.78%

Shares5.8K

Event2026-03-31

Filed2026-05-15

FITB

Fifth Third Bancorp Com

0.00%

Shares17.4K

Event2026-03-31

Filed2026-05-15

STKL

Sunopta Inc F

1.66%

Shares123.2K

Event2026-03-31

Filed2026-05-15

MODG

Callaway Golf Co.

-0.46%

Shares56.7K

Event2026-03-31

Filed2026-05-15

PRCH

Porch Group Inc.

117.22%

Shares107.9K

Event2026-03-31

Filed2026-05-15

Goldman Sachs Group

-5.32%

Shares889

Event2026-03-31

Filed2026-05-15

Babcock & Wilcox Enterprises,

-1.14%

Shares49.9K

Event2026-03-31

Filed2026-05-15

General Electric Company

-0.12%

Shares2.5K

Event2026-03-31

Filed2026-05-15

NVO

Novo-Nordisk A/S

-4.52%

Shares19.2K

Event2026-03-31

Filed2026-05-15

TCBK

TriCo Bancshares

-1.24%

Shares14.6K

Event2026-03-31

Filed2026-05-15

Vanguard Developed Markets Ind

0.17%

Shares33.6K

Event2026-03-31

Filed2026-05-15

CMP

Compass Minerals International

-0.43%

Shares28.9K

Event2026-03-31

Filed2026-05-15

TRS

Trimas

-0.67%

Shares18.7K

Event2026-03-31

Filed2026-05-15

VYX

NCR Voyix Corp.

30.89%

Shares105.9K

Event2026-03-31

Filed2026-05-15

INDI

indie Semiconductor, Inc.

1.70%

Shares207.4K

Event2026-03-31

Filed2026-05-15

UNFI

United Natural Foods

-0.95%

Shares14.8K

Event2026-03-31

Filed2026-05-15

SGOV

iShares 0-3 Month Treasury Bon

-13.39%

Shares6.5K

Event2026-03-31

Filed2026-05-15

WSFS

WSFS Financial Corp

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-15

QTRX

Quanterix Corp

-1.45%

Shares169.8K

Event2026-03-31

Filed2026-05-15

SONO

Sonos, Inc.

-1.52%

Shares43.7K

Event2026-03-31

Filed2026-05-15

SPSC

SPS Commerce

-8.47%

Shares10.4K

Event2026-03-31

Filed2026-05-15

Bank Of Ny Mellon Cp New

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-15

BANC

Banc of California, Inc

-0.80%

Shares32.7K

Event2026-03-31

Filed2026-05-15

AMRC

Ameresco, Inc.

-0.56%

Shares22.4K

Event2026-03-31

Filed2026-05-15

ASPN

Aspen Aerogels, Inc.

30.74%

Shares166.6K

Event2026-03-31

Filed2026-05-15

GEV

GE Vernova Inc.

-0.16%

Shares622

Event2026-03-31

Filed2026-05-15

TRNS

Transcat Inc.

-0.81%

Shares7.2K

Event2026-03-31

Filed2026-05-15

LDOS

Leidos Holdings, Inc.

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-15

QRVO

Qorvo Inc.

-0.14%

Shares6.5K

Event2026-03-31

Filed2026-05-15

IWF

Ishares Russell 1000 Growth ET

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

APAM

Artisan Partners Asset MGMT

-1.33%

Shares13.1K

Event2026-03-31

Filed2026-05-15

AAPL

Apple Computer

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

EDEN

iShares MSCI Denmark ETF

New

Shares4.4K

Event2026-03-31

Filed2026-05-15

PEP

Pepsico Incorporated

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

GEOS

Geospace Technologies

-2.00%

Shares36.0K

Event2026-03-31

Filed2026-05-15

Merck & Co Inc New

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-15

COLB

Columbia Banking Systems

-1.18%

Shares14.7K

Event2026-03-31

Filed2026-05-15

American Funds New Perspective

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-15

TNC

Tennant Co

-4.52%

Shares6.0K

Event2026-03-31

Filed2026-05-15

IWD

Russell 1000 Value Index Fund

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15