Sponsored

The Analysis of JACOBS & CO/CA's Holdings & P&L

Currently, JACOBS & CO/CA holds 134 types of securities in its portfolio with a total value $1.2M. In the most recent quarter, they have increased their positions in N/A (+52.0K shares, valued at $11.5K), ISRG (+26.0K shares, valued at $10.4K), N/A (+67.4K shares, valued at $10.2K); decreased their positions in FDX (-22.9K shares, valued at $7.2K), AMD (-7.6K shares, valued at $4.4K), N/A (-18.8K shares, valued at $3.8K); initiated new positions in N/A (+52.0K shares, valued at $11.5K), ISRG (+26.0K shares, valued at $10.4K), N/A (+67.4K shares, valued at $10.2K).

1M P&L

-5.2M-0.58%

3M P&L

+38.2M+4.47%

HY P&L

+57.7M+6.92%

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

1Semiconductors134.6K

14.4%

2Drug Manufacturers - General79.0K

8.4%

3Consumer Electronics67.7K

7.2%

Top Industries by Stock Count

1N/A10 stocks

9.1%

2Drug Manufacturers - General8 stocks

7.3%

3Semiconductors6 stocks

5.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL AppleInc.234.1K shares-2.56%2026-06-302026-07-09

NVDA NVIDIACorp295.6K shares-1.22%2026-06-302026-07-09

AMD AdvancedMicroDevices89.1K shares-7.90%2026-06-302026-07-09

AppliedMaterialsInc AppliedMaterialsInc58.7K shares-7.24%2026-06-302026-07-09

LLY EliLilly29.0K shares-5.73%2026-06-302026-07-09

CAT Caterpillar31.9K shares-6.21%2026-06-302026-07-09

MSFT MicrosoftCorp90.7K shares4.27%2026-06-302026-07-09

AMZN AmazonComInc136.3K shares-2.79%2026-06-302026-07-09

Sponsored

GOOG AlphabetIncC85.3K shares-1.86%2026-06-302026-07-09

GOOGL AlphabetIncA81.4K shares-5.24%2026-06-302026-07-09

VisaInc.ClassA VisaInc.ClassA82.4K shares-0.97%2026-06-302026-07-09

MetaPlatformsIncA MetaPlatformsIncA46.0K shares0.00%2026-06-302026-07-09

CostcoCompaniesInc. CostcoCompaniesInc.23.7K shares-0.11%2026-06-302026-07-09

CMI CumminsInc30.4K shares-3.54%2026-06-302026-07-09

CrowdStrikeHoldingsIncA CrowdStrikeHoldingsIncA27.7K shares10.88%2026-06-302026-07-09

DE Deere&Co31.2K shares0.44%2026-06-302026-07-09

Sponsored

IBM IntlBusinessMachines64.5K shares0.47%2026-06-302026-07-09

PANW PaloAltoNetworksInc50.9K shares-0.09%2026-06-302026-07-09

UNP UnionPacificCorp62.3K shares-1.27%2026-06-302026-07-09

QCOM QualcommInc88.0K shares-5.17%2026-06-302026-07-09

HD HomeDepotInc45.2K shares-3.52%2026-06-302026-07-09

SBUX StarbucksCorp155.9K shares-0.02%2026-06-302026-07-09

AbbVieInc AbbVieInc61.6K shares0.69%2026-06-302026-07-09

AMGN AmgenIncorporated42.3K shares-1.80%2026-06-302026-07-09

Sponsored

HON HoneywellInternational64.6K shares0.35%2026-06-302026-07-09

SCHW CharlesSchwabCorp156.5K shares-1.63%2026-06-302026-07-09

MRK Merck104.0K shares-2.71%2026-06-302026-07-09

ENB EnbridgeInc246.2K shares-4.15%2026-06-302026-07-09

ROK RockwellAutomationInc25.8K shares-5.24%2026-06-302026-07-09

PEP PepsicoInc92.1K shares0.01%2026-06-302026-07-09

JNJ Johnson&Johnson48.7K shares-0.07%2026-06-302026-07-09

SNPS SynopsysInc27.6K shares0.14%2026-06-302026-07-09

Sponsored

CARR CarrierGlobalCorp163.1K shares0.64%2026-06-302026-07-09

NetflixInc NetflixInc164.3K shares9.72%2026-06-302026-07-09

MCD McDonaldsCorp43.2K shares4.11%2026-06-302026-07-09

GLW CorningInc45.3K shares-3.01%2026-06-302026-07-09

ADP AutoDataProcessing51.6K shares-1.22%2026-06-302026-07-09

HoneywellAerospaceInc HoneywellAerospaceInc52.0K sharesnew addition2026-06-302026-07-09

AXP AmericanExpressCompany33.5K shares-2.27%2026-06-302026-07-09

UBER UberTechnologiesInc150.3K shares17.37%2026-06-302026-07-09

Sponsored

HUBB HubbellIncClassB20.1K shares-0.60%2026-06-302026-07-09

BKNG BookingHoldingsInc58.9K shares2548.49%2026-06-302026-07-09

ISRG IntuitiveSurgicalInc26.0K sharesnew addition2026-06-302026-07-09

FedexFghtHldgCoInc FedexFghtHldgCoInc67.4K sharesnew addition2026-06-302026-07-09

DIS DisneyWaltCo.104.2K shares-8.56%2026-06-302026-07-09

SYY SyscoCorp.117.8K shares-0.76%2026-06-302026-07-09

BA Boeing44.9K shares-16.83%2026-06-302026-07-09

CMG ChipotleMexicanGrillInc273.1K shares8.51%2026-06-302026-07-09

Sponsored

CiscoSystems CiscoSystems77.7K shares0.23%2026-06-302026-07-09

CSX CSXCorp181.4K shares-4.29%2026-06-302026-07-09

YUM YumBrands51.5K shares-7.44%2026-06-302026-07-09

EW EdwardsLifesciencesCorp90.6K shares-5.16%2026-06-302026-07-09

TMO ThermoFisherScientific16.2K shares-6.22%2026-06-302026-07-09

WMT WalmartInc71.5K shares-0.60%2026-06-302026-07-09

NXPSemiconductorN.V. NXPSemiconductorN.V.26.5K shares0.08%2026-06-302026-07-09

CRM Salesforce.Com45.2K shares2.97%2026-06-302026-07-09

Sponsored

ServiceNowInc ServiceNowInc70.0K shares0.19%2026-06-302026-07-09

INTC IntelCorp48.8K shares-4.08%2026-06-302026-07-09

REGN RegeneronPharmsInc10.4K shares0.92%2026-06-302026-07-09

LH LaboratoryCorpofAmericaHld22.0K shares-8.95%2026-06-302026-07-09

ABT AbbottLaboratories65.4K shares5.49%2026-06-302026-07-09

SNA SnapOnTools14.6K shares-0.85%2026-06-302026-07-09

FDX FedexCorporation18.6K shares-55.17%2026-06-302026-07-09

WAT WatersCorp15.5K shares22.63%2026-06-302026-07-09

Sponsored

BRK.B BerkshireHathawayClB11.3K shares1.59%2026-06-302026-07-09

ZoetisInc ZoetisInc77.7K shares-20.39%2026-06-302026-07-09

NKE NikeIncB129.6K shares-23.29%2026-06-302026-07-09

AMT AmericanTowerCorpClassA27.2K shares-27.08%2026-06-302026-07-09

DTEGY DeutscheTelekomAGADR147.4K shares-10.11%2026-06-302026-07-09

PG Procter&Gamble27.3K shares4.02%2026-06-302026-07-09

KO CocaColaCompany46.8K shares0.00%2026-06-302026-07-09

INTU IntuitInc14.5K shares-3.52%2026-06-302026-07-09

Sponsored

WTS WattsWaterTechIncA9.6K shares-21.59%2026-06-302026-07-09

MDLZ MondelezIntlIncClA61.2K shares-11.47%2026-06-302026-07-09

AdobeSystems AdobeSystems14.3K shares-56.67%2026-06-302026-07-09

EMR EmersonElectricCo19.8K shares-4.57%2026-06-302026-07-09

CVX ChevronCorp16.9K shares-20.28%2026-06-302026-07-09

MKC McCormick&CoIncN-Vt53.1K shares-39.93%2026-06-302026-07-09

OracleCorporation OracleCorporation17.0K shares42.85%2026-06-302026-07-09

PFE PfizerInc82.8K shares-33.45%2026-06-302026-07-09

Sponsored

TSLA TeslaMotorsInc4.4K shares0.00%2026-06-302026-07-09

RTXCorp RTXCorp9.8K shares-5.23%2026-06-302026-07-09

KVUE KenvueInc96.0K shares-45.71%2026-06-302026-07-09

BDX BectonDickinson&Co10.3K shares-4.16%2026-06-302026-07-09

ExxonMobilCorp ExxonMobilCorp10.1K shares-5.45%2026-06-302026-07-09

TGT TargetCorporation7.0K shares-3.12%2026-06-302026-07-09

FI FiservInc18.2K shares-65.84%2026-06-302026-07-09

ANET AristaNetworksInc5.2K shares0.19%2026-06-302026-07-09

Sponsored

NVT nVentElectricPLC5.0K shares0.40%2026-06-302026-07-09

JPMorganChase&Co JPMorganChase&Co2.4K shares0.53%2026-06-302026-07-09

WFC WellsFargo&Co9.2K shares0.00%2026-06-302026-07-09

ORLY OReillyAutomotiveInc6.6K shares0.00%2026-06-302026-07-09

ABNB AirbnbIncA4.1K shares0.00%2026-06-302026-07-09

SCHF SchwabInt'lEquity19.4K shares0.00%2026-06-302026-07-09

GILD GileadSciencesInc4.1K shares-3.29%2026-06-302026-07-09

EA ElectronicArtsInc.2.4K shares-37.91%2026-06-302026-07-09

Sponsored

MSI MotorolaSolutionsInc1.1K shares0.00%2026-06-302026-07-09

CL Colgate-PalmoliveCo4.8K shares-35.78%2026-06-302026-07-09

DiscoverySilverCorp DiscoverySilverCorp73.8K sharesnew addition2026-06-302026-07-09

PNR PentairLtdCom5.7K shares-31.55%2026-06-302026-07-09

VZ VerizonCommunicationsInc10.0K shares-14.38%2026-06-302026-07-09

IWV iSharesRussell3000982 shares0.00%2026-06-302026-07-09

RPM RpmInternationalInc3.8K shares0.00%2026-06-302026-07-09

TXN TexasInstrumentsInc1.4K shares0.22%2026-06-302026-07-09

Sponsored

ADSK Autodesk2.0K shares0.00%2026-06-302026-07-09

NVS NovartisAGADR2.5K shares0.00%2026-06-302026-07-09

QQQ InvescoQQQTrust532 shares0.00%2026-06-302026-07-09

PSX Phillips662.3K shares-1.66%2026-06-302026-07-09

SCHB SchwabUSBroadMarket12.7K shares-24.46%2026-06-302026-07-09

COP ConocoPhillips3.4K shares0.00%2026-06-302026-07-09

SOLS SolsticeAdvancedMaterialsIn3.8K shares-7.55%2026-06-302026-07-09

SpaceExplorationTechnologies SpaceExplorationTechnologies1.9K sharesnew addition2026-06-302026-07-09

Sponsored

UnileverPlcAmerShs UnileverPlcAmerShs5.3K shares-91.74%2026-06-302026-07-09

HPE HewlettPackardEnterprisesCo6.4K sharesnew addition2026-06-302026-07-09

LMT LockheedMartinCorp550 shares0.00%2026-06-302026-07-09

PalantirTechnologiesIncA PalantirTechnologiesIncA2.4K shares-0.42%2026-06-302026-07-09

IJR IsharesTrS&PSmallcap1.8K shares0.00%2026-06-302026-07-09

VONG VanguardRussell1000Growth2.1K shares0.00%2026-06-302026-07-09

MDY SPDRS&PMidCap400370 shares0.00%2026-06-302026-07-09

PYPL PayPalHoldingsInc6.0K shares-41.11%2026-06-302026-07-09

Sponsored

PM PhilipMorrisInt'lInc1.4K shares0.00%2026-06-302026-07-09

SHOP ShopifyIncA2.2K shares0.00%2026-06-302026-07-09

MAS MascoCorp3.1K sharesnew addition2026-06-302026-07-09

iSharesCoreS&P500 iSharesCoreS&P500329 shares0.00%2026-06-302026-07-09

SHW SherwinWilliamsCo705 shares0.00%2026-06-302026-07-09

UPS UnitedParcelServiceB2.2K shares-18.15%2026-06-302026-07-09

VanguardTotalStockMkt VanguardTotalStockMkt635 sharesnew addition2026-06-302026-07-09

NYT NewYorkTimesClassA3.3K shares0.00%2026-06-302026-07-09

Sponsored

VONV VanguardRussell1000Value2.1K sharesnew addition2026-06-302026-07-09

MS MorganStanley1.1K sharesnew addition2026-06-302026-07-09

BUD AnheuserBusch2.6K sharesnew addition2026-06-302026-07-09

BMY Bristol-MyersSquibbCo3.6K shares0.00%2026-06-302026-07-09

MU MicronTechnologyInc178 sharesnew addition2026-06-302026-07-09

GE GEAerospace538 sharesnew addition2026-06-302026-07-09

AAPL

AppleInc.

-2.56%

Shares234.1K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIACorp

-1.22%

Shares295.6K

Event2026-06-30

Filed2026-07-09

AMD

AdvancedMicroDevices

-7.90%

Shares89.1K

Event2026-06-30

Filed2026-07-09

AppliedMaterialsInc

-7.24%

Shares58.7K

Event2026-06-30

Filed2026-07-09

LLY

EliLilly

-5.73%

Shares29.0K

Event2026-06-30

Filed2026-07-09

CAT

Caterpillar

-6.21%

Shares31.9K

Event2026-06-30

Filed2026-07-09

MSFT

MicrosoftCorp

4.27%

Shares90.7K

Event2026-06-30

Filed2026-07-09

AMZN

AmazonComInc

-2.79%

Shares136.3K

Event2026-06-30

Filed2026-07-09

GOOG

AlphabetIncC

-1.86%

Shares85.3K

Event2026-06-30

Filed2026-07-09

GOOGL

AlphabetIncA

-5.24%

Shares81.4K

Event2026-06-30

Filed2026-07-09

VisaInc.ClassA

-0.97%

Shares82.4K

Event2026-06-30

Filed2026-07-09

MetaPlatformsIncA

0.00%

Shares46.0K

Event2026-06-30

Filed2026-07-09

CostcoCompaniesInc.

-0.11%

Shares23.7K

Event2026-06-30

Filed2026-07-09

CMI

CumminsInc

-3.54%

Shares30.4K

Event2026-06-30

Filed2026-07-09

CrowdStrikeHoldingsIncA

10.88%

Shares27.7K

Event2026-06-30

Filed2026-07-09

Deere&Co

0.44%

Shares31.2K

Event2026-06-30

Filed2026-07-09

IBM

IntlBusinessMachines

0.47%

Shares64.5K

Event2026-06-30

Filed2026-07-09

PANW

PaloAltoNetworksInc

-0.09%

Shares50.9K

Event2026-06-30

Filed2026-07-09

UNP

UnionPacificCorp

-1.27%

Shares62.3K

Event2026-06-30

Filed2026-07-09

QCOM

QualcommInc

-5.17%

Shares88.0K

Event2026-06-30

Filed2026-07-09

HomeDepotInc

-3.52%

Shares45.2K

Event2026-06-30

Filed2026-07-09

SBUX

StarbucksCorp

-0.02%

Shares155.9K

Event2026-06-30

Filed2026-07-09

AbbVieInc

0.69%

Shares61.6K

Event2026-06-30

Filed2026-07-09

AMGN

AmgenIncorporated

-1.80%

Shares42.3K

Event2026-06-30

Filed2026-07-09

HON

HoneywellInternational

0.35%

Shares64.6K

Event2026-06-30

Filed2026-07-09

SCHW

CharlesSchwabCorp

-1.63%

Shares156.5K

Event2026-06-30

Filed2026-07-09

MRK

Merck

-2.71%

Shares104.0K

Event2026-06-30

Filed2026-07-09

ENB

EnbridgeInc

-4.15%

Shares246.2K

Event2026-06-30

Filed2026-07-09

ROK

RockwellAutomationInc

-5.24%

Shares25.8K

Event2026-06-30

Filed2026-07-09

PEP

PepsicoInc

0.01%

Shares92.1K

Event2026-06-30

Filed2026-07-09

JNJ

Johnson&Johnson

-0.07%

Shares48.7K

Event2026-06-30

Filed2026-07-09

SNPS

SynopsysInc

0.14%

Shares27.6K

Event2026-06-30

Filed2026-07-09

CARR

CarrierGlobalCorp

0.64%

Shares163.1K

Event2026-06-30

Filed2026-07-09

NetflixInc

9.72%

Shares164.3K

Event2026-06-30

Filed2026-07-09

MCD

McDonaldsCorp

4.11%

Shares43.2K

Event2026-06-30

Filed2026-07-09

GLW

CorningInc

-3.01%

Shares45.3K

Event2026-06-30

Filed2026-07-09

ADP

AutoDataProcessing

-1.22%

Shares51.6K

Event2026-06-30

Filed2026-07-09

HoneywellAerospaceInc

New

Shares52.0K

Event2026-06-30

Filed2026-07-09

AXP

AmericanExpressCompany

-2.27%

Shares33.5K

Event2026-06-30

Filed2026-07-09

UBER

UberTechnologiesInc

17.37%

Shares150.3K

Event2026-06-30

Filed2026-07-09

HUBB

HubbellIncClassB

-0.60%

Shares20.1K

Event2026-06-30

Filed2026-07-09

BKNG

BookingHoldingsInc

2548.49%

Shares58.9K

Event2026-06-30

Filed2026-07-09

ISRG

IntuitiveSurgicalInc

New

Shares26.0K

Event2026-06-30

Filed2026-07-09

FedexFghtHldgCoInc

New

Shares67.4K

Event2026-06-30

Filed2026-07-09

DIS

DisneyWaltCo.

-8.56%

Shares104.2K

Event2026-06-30

Filed2026-07-09

SYY

SyscoCorp.

-0.76%

Shares117.8K

Event2026-06-30

Filed2026-07-09

Boeing

-16.83%

Shares44.9K

Event2026-06-30

Filed2026-07-09

CMG

ChipotleMexicanGrillInc

8.51%

Shares273.1K

Event2026-06-30

Filed2026-07-09

CiscoSystems

0.23%

Shares77.7K

Event2026-06-30

Filed2026-07-09

CSX

CSXCorp

-4.29%

Shares181.4K

Event2026-06-30

Filed2026-07-09

YUM

YumBrands

-7.44%

Shares51.5K

Event2026-06-30

Filed2026-07-09

EdwardsLifesciencesCorp

-5.16%

Shares90.6K

Event2026-06-30

Filed2026-07-09

TMO

ThermoFisherScientific

-6.22%

Shares16.2K

Event2026-06-30

Filed2026-07-09

WMT

WalmartInc

-0.60%

Shares71.5K

Event2026-06-30

Filed2026-07-09

NXPSemiconductorN.V.

0.08%

Shares26.5K

Event2026-06-30

Filed2026-07-09

CRM

Salesforce.Com

2.97%

Shares45.2K

Event2026-06-30

Filed2026-07-09

ServiceNowInc

0.19%

Shares70.0K

Event2026-06-30

Filed2026-07-09

INTC

IntelCorp

-4.08%

Shares48.8K

Event2026-06-30

Filed2026-07-09

REGN

RegeneronPharmsInc

0.92%

Shares10.4K

Event2026-06-30

Filed2026-07-09

LaboratoryCorpofAmericaHld

-8.95%

Shares22.0K

Event2026-06-30

Filed2026-07-09

ABT

AbbottLaboratories

5.49%

Shares65.4K

Event2026-06-30

Filed2026-07-09

SNA

SnapOnTools

-0.85%

Shares14.6K

Event2026-06-30

Filed2026-07-09

FDX

FedexCorporation

-55.17%

Shares18.6K

Event2026-06-30

Filed2026-07-09

WAT

WatersCorp

22.63%

Shares15.5K

Event2026-06-30

Filed2026-07-09

BRK.B

BerkshireHathawayClB

1.59%

Shares11.3K

Event2026-06-30

Filed2026-07-09

ZoetisInc

-20.39%

Shares77.7K

Event2026-06-30

Filed2026-07-09

NKE

NikeIncB

-23.29%

Shares129.6K

Event2026-06-30

Filed2026-07-09

AMT

AmericanTowerCorpClassA

-27.08%

Shares27.2K

Event2026-06-30

Filed2026-07-09

DTEGY

DeutscheTelekomAGADR

-10.11%

Shares147.4K

Event2026-06-30

Filed2026-07-09

Procter&Gamble

4.02%

Shares27.3K

Event2026-06-30

Filed2026-07-09

CocaColaCompany

0.00%

Shares46.8K

Event2026-06-30

Filed2026-07-09

INTU

IntuitInc

-3.52%

Shares14.5K

Event2026-06-30

Filed2026-07-09

WTS

WattsWaterTechIncA

-21.59%

Shares9.6K

Event2026-06-30

Filed2026-07-09

MDLZ

MondelezIntlIncClA

-11.47%

Shares61.2K

Event2026-06-30

Filed2026-07-09

AdobeSystems

-56.67%

Shares14.3K

Event2026-06-30

Filed2026-07-09

EMR

EmersonElectricCo

-4.57%

Shares19.8K

Event2026-06-30

Filed2026-07-09

CVX

ChevronCorp

-20.28%

Shares16.9K

Event2026-06-30

Filed2026-07-09

MKC

McCormick&CoIncN-Vt

-39.93%

Shares53.1K

Event2026-06-30

Filed2026-07-09

OracleCorporation

42.85%

Shares17.0K

Event2026-06-30

Filed2026-07-09

PFE

PfizerInc

-33.45%

Shares82.8K

Event2026-06-30

Filed2026-07-09

TSLA

TeslaMotorsInc

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-09

RTXCorp

-5.23%

Shares9.8K

Event2026-06-30

Filed2026-07-09

KVUE

KenvueInc

-45.71%

Shares96.0K

Event2026-06-30

Filed2026-07-09

BDX

BectonDickinson&Co

-4.16%

Shares10.3K

Event2026-06-30

Filed2026-07-09

ExxonMobilCorp

-5.45%

Shares10.1K

Event2026-06-30

Filed2026-07-09

TGT

TargetCorporation

-3.12%

Shares7.0K

Event2026-06-30

Filed2026-07-09

FiservInc

-65.84%

Shares18.2K

Event2026-06-30

Filed2026-07-09

ANET

AristaNetworksInc

0.19%

Shares5.2K

Event2026-06-30

Filed2026-07-09

NVT

nVentElectricPLC

0.40%

Shares5.0K

Event2026-06-30

Filed2026-07-09

JPMorganChase&Co

0.53%

Shares2.4K

Event2026-06-30

Filed2026-07-09

WFC

WellsFargo&Co

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-09

ORLY

OReillyAutomotiveInc

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-09

ABNB

AirbnbIncA

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-09

SCHF

SchwabInt'lEquity

0.00%

Shares19.4K

Event2026-06-30

Filed2026-07-09

GILD

GileadSciencesInc

-3.29%

Shares4.1K

Event2026-06-30

Filed2026-07-09

ElectronicArtsInc.

-37.91%

Shares2.4K

Event2026-06-30

Filed2026-07-09

MSI

MotorolaSolutionsInc

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

Colgate-PalmoliveCo

-35.78%

Shares4.8K

Event2026-06-30

Filed2026-07-09

DiscoverySilverCorp

New

Shares73.8K

Event2026-06-30

Filed2026-07-09

PNR

PentairLtdCom

-31.55%

Shares5.7K

Event2026-06-30

Filed2026-07-09

VerizonCommunicationsInc

-14.38%

Shares10.0K

Event2026-06-30

Filed2026-07-09

IWV

iSharesRussell3000

0.00%

Shares982

Event2026-06-30

Filed2026-07-09

RPM

RpmInternationalInc

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-09

TXN

TexasInstrumentsInc

0.22%

Shares1.4K

Event2026-06-30

Filed2026-07-09

ADSK

Autodesk

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

NVS

NovartisAGADR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-09

QQQ

InvescoQQQTrust

0.00%

Shares532

Event2026-06-30

Filed2026-07-09

PSX

Phillips66

-1.66%

Shares2.3K

Event2026-06-30

Filed2026-07-09

SCHB

SchwabUSBroadMarket

-24.46%

Shares12.7K

Event2026-06-30

Filed2026-07-09

COP

ConocoPhillips

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-09

SOLS

SolsticeAdvancedMaterialsIn

-7.55%

Shares3.8K

Event2026-06-30

Filed2026-07-09

SpaceExplorationTechnologies

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

UnileverPlcAmerShs

-91.74%

Shares5.3K

Event2026-06-30

Filed2026-07-09

HPE

HewlettPackardEnterprisesCo

New

Shares6.4K

Event2026-06-30

Filed2026-07-09

LMT

LockheedMartinCorp

0.00%

Shares550

Event2026-06-30

Filed2026-07-09

PalantirTechnologiesIncA

-0.42%

Shares2.4K

Event2026-06-30

Filed2026-07-09

IJR

IsharesTrS&PSmallcap

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

VONG

VanguardRussell1000Growth

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-09

MDY

SPDRS&PMidCap400

0.00%

Shares370

Event2026-06-30

Filed2026-07-09

PYPL

PayPalHoldingsInc

-41.11%

Shares6.0K

Event2026-06-30

Filed2026-07-09

PhilipMorrisInt'lInc

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-09

SHOP

ShopifyIncA

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-09

MAS

MascoCorp

New

Shares3.1K

Event2026-06-30

Filed2026-07-09

iSharesCoreS&P500

0.00%

Shares329

Event2026-06-30

Filed2026-07-09

SHW

SherwinWilliamsCo

0.00%

Shares705

Event2026-06-30

Filed2026-07-09

UPS

UnitedParcelServiceB

-18.15%

Shares2.2K

Event2026-06-30

Filed2026-07-09

VanguardTotalStockMkt

New

Shares635

Event2026-06-30

Filed2026-07-09

NYT

NewYorkTimesClassA

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-09

VONV

VanguardRussell1000Value

New

Shares2.1K

Event2026-06-30

Filed2026-07-09

MorganStanley

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

BUD

AnheuserBusch

New

Shares2.6K

Event2026-06-30

Filed2026-07-09

BMY

Bristol-MyersSquibbCo

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-09

MicronTechnologyInc

New

Shares178

Event2026-06-30

Filed2026-07-09

GEAerospace

New

Shares538

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available