The Analysis of JOHNSON INVESTMENT COUNSEL INC's Holdings & P&L


Currently, JOHNSON INVESTMENT COUNSEL INC holds 810 types of securities in its portfolio with a total value $12.4B. In the most recent quarter, they have increased their positions in JMTG (+1.6M shares, valued at $80.2M), AGG (+800.1K shares, valued at $79.4M), N/A (+183.9K shares, valued at $56.9M); decreased their positions in ASML (-23.4K shares, valued at $30.9M), CVX (-135.6K shares, valued at $28.0M), LNT (-292.4K shares, valued at $21.0M); initiated new positions in JMTG (+1.6M shares, valued at $80.2M), AGG (+800.1K shares, valued at $79.4M), VGIT (+726.8K shares, valued at $43.3M).


1M P&L
+106.0M+0.88%
3M P&L
-293.8M-2.36%
HY P&L
+129.5M+1.08%

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/A4.2B
37.3%
2Consumer Electronics465.8M
4.1%
3Household & Personal Products373.7M
3.3%

Top Industries by Stock Count

1N/A268 stocks
35.5%
2Banks - Regional26 stocks
3.4%
3Software - Application21 stocks
2.8%
Stock Holdings
IVV
ISHARES TR
0.88%
Shares1.4M
Event2026-03-31
Filed2026-05-04
IWB
ISHARES TR
1.16%
Shares1.4M
Event2026-03-31
Filed2026-05-04
AAPL
APPLE INC
-1.43%
Shares1.8M
Event2026-03-31
Filed2026-05-04
ALPHABET INC
ALPHABET INC
-3.07%
Shares1.1M
Event2026-03-31
Filed2026-05-04
PG
PROCTER & GAMBLE CO
-5.31%
Shares2.2M
Event2026-03-31
Filed2026-05-04
MSFT
MICROSOFT CORP
2.93%
Shares852.5K
Event2026-03-31
Filed2026-05-04
IWR
ISHARES TR
3.21%
Shares2.9M
Event2026-03-31
Filed2026-05-04
CINF
CINCINNATI FINL CORP
3.55%
Shares1.5M
Event2026-03-31
Filed2026-05-04
ILOW
AB ACTIVE ETFS INC
5.12%
Shares5.2M
Event2026-03-31
Filed2026-05-04
WMB
WILLIAMS COS INC
-4.93%
Shares2.9M
Event2026-03-31
Filed2026-05-04
VEU
VANGUARD INTL EQUITY INDEX F
2.51%
Shares2.8M
Event2026-03-31
Filed2026-05-04
AMZN
AMAZON COM INC
2.66%
Shares955.3K
Event2026-03-31
Filed2026-05-04
NVT
NVENT ELEC PLC
-1.70%
Shares1.6M
Event2026-03-31
Filed2026-05-04
AEP
AMERICAN ELEC PWR CO INC
-0.35%
Shares1.2M
Event2026-03-31
Filed2026-05-04
MA
MASTERCARD INCORPORATED
3.06%
Shares290.5K
Event2026-03-31
Filed2026-05-04
VEA
VANGUARD TAX-MANAGED FDS
7.75%
Shares2.2M
Event2026-03-31
Filed2026-05-04
TJX
TJX COS INC NEW
-1.43%
Shares859.8K
Event2026-03-31
Filed2026-05-04
V
VISA INC
5.98%
Shares444.7K
Event2026-03-31
Filed2026-05-04
CVX
CHEVRON CORPORATION
-17.40%
Shares643.3K
Event2026-03-31
Filed2026-05-04
SCHX
SCHWAB STRATEGIC TR
1.15%
Shares5.1M
Event2026-03-31
Filed2026-05-04
NDAQ
NASDAQ INC
-0.99%
Shares1.5M
Event2026-03-31
Filed2026-05-04
WM
WASTE MGMT INC DEL
1.16%
Shares565.9K
Event2026-03-31
Filed2026-05-04
APH
AMPHENOL CORP
-4.12%
Shares1.0M
Event2026-03-31
Filed2026-05-04
DHR
DANAHER CORP DEL
2.08%
Shares670.4K
Event2026-03-31
Filed2026-05-04
ADI
ANALOG DEVICES INC
-6.37%
Shares398.2K
Event2026-03-31
Filed2026-05-04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-5.90%
Shares359.0K
Event2026-03-31
Filed2026-05-04
LNT
ALLIANT ENERGY CORP
-14.78%
Shares1.7M
Event2026-03-31
Filed2026-05-04
USMV
ISHARES TR
3.45%
Shares1.3M
Event2026-03-31
Filed2026-05-04
AXS
AXIS CAP HLDGS LTD
-0.97%
Shares1.2M
Event2026-03-31
Filed2026-05-04
CENCORA INC
CENCORA INC
-1.49%
Shares363.5K
Event2026-03-31
Filed2026-05-04
BROADCOM INC
BROADCOM INC
108.89%
Shares352.8K
Event2026-03-31
Filed2026-05-04
KO
COCA COLA CO
-4.59%
Shares1.4M
Event2026-03-31
Filed2026-05-04
ABT
ABBOTT LABORATORIES
3.73%
Shares1.0M
Event2026-03-31
Filed2026-05-04
QUAL
ISHARES TR
2.94%
Shares503.0K
Event2026-03-31
Filed2026-05-04
MCD
MCDONALDS CORP
-1.48%
Shares310.2K
Event2026-03-31
Filed2026-05-04
ASML
ASML HLDG NV
-24.28%
Shares72.9K
Event2026-03-31
Filed2026-05-04
HON
HONEYWELL INTL INC
-0.88%
Shares414.9K
Event2026-03-31
Filed2026-05-04
WMT
WALMART INC
-2.57%
Shares716.1K
Event2026-03-31
Filed2026-05-04
SPY
STATE STR SPDR S&P 500 ETF T
2.04%
Shares133.3K
Event2026-03-31
Filed2026-05-04
PEP
PEPSICO INC
0.33%
Shares548.4K
Event2026-03-31
Filed2026-05-04
MMC
MARSH & MCLENNAN COS INC
0.91%
Shares490.6K
Event2026-03-31
Filed2026-05-04
COST
COSTCO WHOLESALE CORPORATION
-0.10%
Shares84.4K
Event2026-03-31
Filed2026-05-04
WTW
WILLIS TOWERS WATSON PLC LTD
1.29%
Shares288.1K
Event2026-03-31
Filed2026-05-04
ITW
ILLINOIS TOOL WKS INC
0.04%
Shares321.4K
Event2026-03-31
Filed2026-05-04
NDSN
NORDSON CORP
-8.17%
Shares306.3K
Event2026-03-31
Filed2026-05-04
JMTG
J P MORGAN EXCHANGE TRADED F
New
Shares1.6M
Event2026-03-31
Filed2026-05-04
AGG
ISHARES TR
New
Shares800.1K
Event2026-03-31
Filed2026-05-04
NVDA
NVIDIA CORPORATION
3.75%
Shares446.4K
Event2026-03-31
Filed2026-05-04
IWM
ISHARES TR
9.80%
Shares310.3K
Event2026-03-31
Filed2026-05-04
LOW
LOWES COS INC
-4.18%
Shares311.8K
Event2026-03-31
Filed2026-05-04
ALPHABET INC
ALPHABET INC
-2.11%
Shares249.3K
Event2026-03-31
Filed2026-05-04
INVESCO QQQ TR
INVESCO QQQ TR
3.50%
Shares123.4K
Event2026-03-31
Filed2026-05-04
SYK
STRYKER CORPORATION
1.74%
Shares214.3K
Event2026-03-31
Filed2026-05-04
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-2.78%
Shares352.3K
Event2026-03-31
Filed2026-05-04
JPM
JPMORGAN CHASE & CO
2.79%
Shares234.0K
Event2026-03-31
Filed2026-05-04
IJR
ISHARES TR
9.53%
Shares541.8K
Event2026-03-31
Filed2026-05-04
AVY
AVERY DENNISON CORP
1.78%
Shares368.0K
Event2026-03-31
Filed2026-05-04
BKR
BAKER HUGHES COMPANY
-0.77%
Shares980.3K
Event2026-03-31
Filed2026-05-04
AFG
AMERICAN FINANCIAL GROUP INC
-4.96%
Shares454.7K
Event2026-03-31
Filed2026-05-04
CL
COLGATE PALMOLIVE CO
10.65%
Shares643.0K
Event2026-03-31
Filed2026-05-04
UMBF
UMB FINL CORP
33.37%
Shares482.9K
Event2026-03-31
Filed2026-05-04
EFA
ISHARES TR
1.16%
Shares548.9K
Event2026-03-31
Filed2026-05-04
LH
LABCORP HOLDINGS INC
19618.77%
Shares199.6K
Event2026-03-31
Filed2026-05-04
TSLA
TESLA INC
0.42%
Shares142.4K
Event2026-03-31
Filed2026-05-04
IWP
ISHARES TR
-0.01%
Shares403.2K
Event2026-03-31
Filed2026-05-04
FHN
FIRST HORIZON CORPORATION
-9.22%
Shares2.2M
Event2026-03-31
Filed2026-05-04
INTU
INTUIT
-0.51%
Shares115.4K
Event2026-03-31
Filed2026-05-04
MEDTRONIC PLC
MEDTRONIC PLC
-0.54%
Shares574.4K
Event2026-03-31
Filed2026-05-04
IWF
ISHARES TR
-0.39%
Shares115.8K
Event2026-03-31
Filed2026-05-04
AXP
AMERICAN EXPRESS CO
-0.20%
Shares159.9K
Event2026-03-31
Filed2026-05-04
ZTS
ZOETIS INC
-6.41%
Shares401.4K
Event2026-03-31
Filed2026-05-04
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-5.28%
Shares420.6K
Event2026-03-31
Filed2026-05-04
IEX
IDEX CORP
1.06%
Shares243.7K
Event2026-03-31
Filed2026-05-04
HUBBELL INC
HUBBELL INC
-1.88%
Shares89.6K
Event2026-03-31
Filed2026-05-04
VGIT
VANGUARD SCOTTSDALE FDS
New
Shares726.8K
Event2026-03-31
Filed2026-05-04
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-1.78%
Shares71.8K
Event2026-03-31
Filed2026-05-04
IJH
ISHARES TR
1.56%
Shares635.6K
Event2026-03-31
Filed2026-05-04
CSL
CARLISLE COS INC
-1.97%
Shares127.9K
Event2026-03-31
Filed2026-05-04
JNJ
JOHNSON & JOHNSON
-6.04%
Shares173.9K
Event2026-03-31
Filed2026-05-04
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-3.45%
Shares88.4K
Event2026-03-31
Filed2026-05-04
CMG
CHIPOTLE MEXICAN GRILL INC
15.07%
Shares1.3M
Event2026-03-31
Filed2026-05-04
SPGI
S&P GLOBAL INC
-4.06%
Shares95.3K
Event2026-03-31
Filed2026-05-04
ROP
ROPER TECHNOLOGIES INC
-25.59%
Shares113.5K
Event2026-03-31
Filed2026-05-04
MUB
ISHARES TR
New
Shares334.9K
Event2026-03-31
Filed2026-05-04
VGSH
VANGUARD SCOTTSDALE FDS
New
Shares598.4K
Event2026-03-31
Filed2026-05-04
XOM
EXXON MOBIL CORP
-4.43%
Shares205.4K
Event2026-03-31
Filed2026-05-04
ABBV
ABBVIE INC
0.70%
Shares158.2K
Event2026-03-31
Filed2026-05-04
VGT
VANGUARD WORLD FD
2.29%
Shares48.0K
Event2026-03-31
Filed2026-05-04
HD
HOME DEPOT INC
-2.82%
Shares99.5K
Event2026-03-31
Filed2026-05-04
SCHG
SCHWAB STRATEGIC TR
-3.06%
Shares1.1M
Event2026-03-31
Filed2026-05-04
LLY
ELI LILLY & CO
-1.34%
Shares35.0K
Event2026-03-31
Filed2026-05-04
VCIT
VANGUARD SCOTTSDALE FDS
New
Shares388.6K
Event2026-03-31
Filed2026-05-04
GPC
GENUINE PARTS CO
3.09%
Shares303.1K
Event2026-03-31
Filed2026-05-04
NEE
NEXTERA ENERGY INC
-2.31%
Shares341.6K
Event2026-03-31
Filed2026-05-04
SCHA
SCHWAB STRATEGIC TR
37.16%
Shares1.0M
Event2026-03-31
Filed2026-05-04
META
META PLATFORMS INC
2.28%
Shares52.5K
Event2026-03-31
Filed2026-05-04
SHW
SHERWIN WILLIAMS CO
7.11%
Shares93.7K
Event2026-03-31
Filed2026-05-04
SCHF
SCHWAB STRATEGIC TR
3.47%
Shares1.2M
Event2026-03-31
Filed2026-05-04
USB
US BANCORP
2.43%
Shares527.0K
Event2026-03-31
Filed2026-05-04
IWN
ISHARES TR
-7.90%
Shares143.3K
Event2026-03-31
Filed2026-05-04
CTAS
CINTAS CORP
3.00%
Shares158.8K
Event2026-03-31
Filed2026-05-04
SHY
ISHARES TR
New
Shares279.5K
Event2026-03-31
Filed2026-05-04
MDY
STATE STR SPDR S&P MIDCAP 40
-1.72%
Shares37.1K
Event2026-03-31
Filed2026-05-04
VBR
VANGUARD INDEX FDS
7.88%
Shares103.3K
Event2026-03-31
Filed2026-05-04
IVW
ISHARES TR
5.61%
Shares198.3K
Event2026-03-31
Filed2026-05-04
VTI
VANGUARD INDEX FDS
-2.83%
Shares68.0K
Event2026-03-31
Filed2026-05-04
GE AEROSPACE
GE AEROSPACE
0.16%
Shares76.8K
Event2026-03-31
Filed2026-05-04
IWV
ISHARES TR
0.37%
Shares58.2K
Event2026-03-31
Filed2026-05-04
PNC
PNC FINL SVCS GROUP INC
4.33%
Shares100.8K
Event2026-03-31
Filed2026-05-04
NOC
NORTHROP GRUMMAN CORP
-2.77%
Shares30.0K
Event2026-03-31
Filed2026-05-04
MSI
MOTOROLA SOLUTIONS INC
0.34%
Shares47.0K
Event2026-03-31
Filed2026-05-04
SCHM
SCHWAB STRATEGIC TR
-5.55%
Shares657.2K
Event2026-03-31
Filed2026-05-04
ORCL
ORACLE CORP
-1.54%
Shares136.3K
Event2026-03-31
Filed2026-05-04
GDX
VANECK ETF TRUST
8.24%
Shares211.7K
Event2026-03-31
Filed2026-05-04
EFV
ISHARES TR
5.22%
Shares259.6K
Event2026-03-31
Filed2026-05-04
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
31.38%
Shares96.6K
Event2026-03-31
Filed2026-05-04
DOV
DOVER CORP
-2.18%
Shares88.9K
Event2026-03-31
Filed2026-05-04
ADP
AUTOMATIC DATA PROCESSING IN
-6.61%
Shares90.0K
Event2026-03-31
Filed2026-05-04
EFG
ISHARES TR
7.22%
Shares159.6K
Event2026-03-31
Filed2026-05-04
NOW
SERVICENOW INC
307.26%
Shares169.7K
Event2026-03-31
Filed2026-05-04
PHYS
SPROTT ASSET MANAGEMENT LP
New
Shares456.7K
Event2026-03-31
Filed2026-05-04
CSCO
CISCO SYS INC
-6.92%
Shares205.0K
Event2026-03-31
Filed2026-05-04
VB
VANGUARD INDEX FDS
-2.44%
Shares60.1K
Event2026-03-31
Filed2026-05-04
ISRG
INTUITIVE SURGICAL INC
1.74%
Shares32.7K
Event2026-03-31
Filed2026-05-04
VGLT
VANGUARD SCOTTSDALE FDS
New
Shares250.9K
Event2026-03-31
Filed2026-05-04
VUG
VANGUARD INDEX FDS
0.97%
Shares31.4K
Event2026-03-31
Filed2026-05-04
XLK
SELECT SECTOR SPDR TR
12.76%
Shares102.8K
Event2026-03-31
Filed2026-05-04
SCHB
SCHWAB STRATEGIC TR
3.49%
Shares507.1K
Event2026-03-31
Filed2026-05-04
VIG
VANGUARD SPECIALIZED FUNDS
2.53%
Shares57.9K
Event2026-03-31
Filed2026-05-04
IWS
ISHARES TR
-2.03%
Shares85.1K
Event2026-03-31
Filed2026-05-04
VHT
VANGUARD WORLD FD
0.69%
Shares45.5K
Event2026-03-31
Filed2026-05-04
KR
KROGER CO
-6.22%
Shares170.4K
Event2026-03-31
Filed2026-05-04
LMT
LOCKHEED MARTIN CORP
-3.00%
Shares20.4K
Event2026-03-31
Filed2026-05-04
MERCK & CO INC
MERCK & CO INC
-3.82%
Shares99.9K
Event2026-03-31
Filed2026-05-04
IYW
ISHARES TR
-14.95%
Shares62.8K
Event2026-03-31
Filed2026-05-04
EMR
EMERSON ELEC CO
-5.69%
Shares85.1K
Event2026-03-31
Filed2026-05-04
IXN
ISHARES TR
0.04%
Shares111.4K
Event2026-03-31
Filed2026-05-04
BAC
BANK AMERICA CORP
3.72%
Shares224.3K
Event2026-03-31
Filed2026-05-04
FICO
FAIR ISAAC CORP
820.13%
Shares10.1K
Event2026-03-31
Filed2026-05-04
VO
VANGUARD INDEX FDS
15.19%
Shares35.4K
Event2026-03-31
Filed2026-05-04
UNP
UNION PAC CORP
-4.05%
Shares41.3K
Event2026-03-31
Filed2026-05-04
IBM
INTERNATIONAL BUSINESS MACHS
0.17%
Shares40.8K
Event2026-03-31
Filed2026-05-04
GLD
SPDR GOLD TR
New
Shares22.7K
Event2026-03-31
Filed2026-05-04
ADBE
ADOBE INC
-59.60%
Shares39.3K
Event2026-03-31
Filed2026-05-04
CAT
CATERPILLAR INC
-7.06%
Shares13.2K
Event2026-03-31
Filed2026-05-04
IWD
ISHARES TR
-1.53%
Shares43.3K
Event2026-03-31
Filed2026-05-04
ACWX
ISHARES TR
-6.08%
Shares129.1K
Event2026-03-31
Filed2026-05-04
AMGN
AMGEN INC
-6.93%
Shares24.0K
Event2026-03-31
Filed2026-05-04
NSC
NORFOLK SOUTHN CORP
0.99%
Shares29.2K
Event2026-03-31
Filed2026-05-04
PM
PHILIP MORRIS INTL INC
-3.60%
Shares50.7K
Event2026-03-31
Filed2026-05-04
XLG
INVESCO EXCHANGE TRADED FD T
-1.53%
Shares150.4K
Event2026-03-31
Filed2026-05-04
IWO
ISHARES TR
-3.27%
Shares24.4K
Event2026-03-31
Filed2026-05-04
UNH
UNITEDHEALTH GROUP INC
-13.98%
Shares27.7K
Event2026-03-31
Filed2026-05-04
AME
AMETEK INC
-0.20%
Shares34.7K
Event2026-03-31
Filed2026-05-04
AMAT
APPLIED MATLS INC
-4.26%
Shares21.5K
Event2026-03-31
Filed2026-05-04
BA
BOEING CO
-1.97%
Shares36.8K
Event2026-03-31
Filed2026-05-04
BKNG
BOOKING HOLDINGS INC
-10.15%
Shares1.7K
Event2026-03-31
Filed2026-05-04
GEV
GE VERNOVA INC
2.71%
Shares8.1K
Event2026-03-31
Filed2026-05-04
FITB
FIFTH THIRD BANCORP
3.82%
Shares145.6K
Event2026-03-31
Filed2026-05-04
OEF
ISHARES TR
-2.10%
Shares20.7K
Event2026-03-31
Filed2026-05-04
DIA
STATE STR SPDR DOW JONES IND
-0.48%
Shares14.0K
Event2026-03-31
Filed2026-05-04
COP
CONOCOPHILLIPS
-5.91%
Shares47.3K
Event2026-03-31
Filed2026-05-04
PCAR
PACCAR INC
-20.05%
Shares52.3K
Event2026-03-31
Filed2026-05-04
ITOT
ISHARES TR
-2.01%
Shares42.3K
Event2026-03-31
Filed2026-05-04
VONG
VANGUARD SCOTTSDALE FDS
14.91%
Shares54.7K
Event2026-03-31
Filed2026-05-04
RTX
RTX CORPORATION
-15.29%
Shares30.7K
Event2026-03-31
Filed2026-05-04
LINDE PLC
LINDE PLC
-6.73%
Shares11.8K
Event2026-03-31
Filed2026-05-04
BND
VANGUARD BD INDEX FDS
New
Shares78.5K
Event2026-03-31
Filed2026-05-04
VDC
VANGUARD WORLD FD
-1.25%
Shares25.6K
Event2026-03-31
Filed2026-05-04
VFH
VANGUARD WORLD FD
2.95%
Shares47.5K
Event2026-03-31
Filed2026-05-04
VTV
VANGUARD INDEX FDS
2.31%
Shares29.1K
Event2026-03-31
Filed2026-05-04
BMY
BRISTOL-MYERS SQUIBB CO
-12.93%
Shares93.2K
Event2026-03-31
Filed2026-05-04
PGR
PROGRESSIVE CORP
-7.07%
Shares28.1K
Event2026-03-31
Filed2026-05-04
NWBI
NORTHWEST BANCSHARES INC
0.00%
Shares419.6K
Event2026-03-31
Filed2026-05-04
APD
AIR PRODUCTS AND CHEMICALS I
-5.02%
Shares18.2K
Event2026-03-31
Filed2026-05-04
MO
ALTRIA GROUP INC
-4.17%
Shares79.3K
Event2026-03-31
Filed2026-05-04
FFBC
1ST FINL BANCORP
-2.66%
Shares187.4K
Event2026-03-31
Filed2026-05-04
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-13.97%
Shares39.5K
Event2026-03-31
Filed2026-05-04
ILCG
ISHARES TR
-0.24%
Shares53.4K
Event2026-03-31
Filed2026-05-04
MMM
3M CO
-2.51%
Shares34.1K
Event2026-03-31
Filed2026-05-04
LAM RESEARCH CORP
LAM RESEARCH CORP
41.29%
Shares23.0K
Event2026-03-31
Filed2026-05-04
SCHD
SCHWAB STRATEGIC TR
-10.08%
Shares159.9K
Event2026-03-31
Filed2026-05-04
DIS
DISNEY WALT CO
-10.90%
Shares50.6K
Event2026-03-31
Filed2026-05-04
AON PLC
AON PLC
-13.74%
Shares15.0K
Event2026-03-31
Filed2026-05-04
VCSH
VANGUARD SCOTTSDALE FDS
New
Shares60.8K
Event2026-03-31
Filed2026-05-04
XLE
SELECT SECTOR SPDR TR
-6.10%
Shares77.9K
Event2026-03-31
Filed2026-05-04
VZ
VERIZON COMMUNICATIONS INC
18.81%
Shares94.5K
Event2026-03-31
Filed2026-05-04
CB
CHUBB LTD SWITZ
-4.84%
Shares14.3K
Event2026-03-31
Filed2026-05-04
ODFL
OLD DOMINION FREIGHT LINE IN
123.59%
Shares23.8K
Event2026-03-31
Filed2026-05-04
CRL
CHARLES RIV LABS INTL INC
18.22%
Shares26.6K
Event2026-03-31
Filed2026-05-04
INTC
INTEL CORP
0.06%
Shares103.4K
Event2026-03-31
Filed2026-05-04
VIS
VANGUARD WORLD FD
0.96%
Shares14.2K
Event2026-03-31
Filed2026-05-04
PANW
PALO ALTO NETWORKS INC
22.47%
Shares27.6K
Event2026-03-31
Filed2026-05-04
PSX
PHILLIPS 66
-3.25%
Shares23.7K
Event2026-03-31
Filed2026-05-04
IEFA
ISHARES TR
38.22%
Shares47.7K
Event2026-03-31
Filed2026-05-04
JLL
JONES LANG LASALLE INC
19.20%
Shares14.1K
Event2026-03-31
Filed2026-05-04
IXUS
ISHARES TR
21.94%
Shares49.6K
Event2026-03-31
Filed2026-05-04
IWC
ISHARES TR
3.44%
Shares26.5K
Event2026-03-31
Filed2026-05-04
CRM
SALESFORCE INC
-6.03%
Shares22.2K
Event2026-03-31
Filed2026-05-04
CSX
CSX CORP
-0.60%
Shares100.5K
Event2026-03-31
Filed2026-05-04
DT
DYNATRACE INC
24.33%
Shares111.1K
Event2026-03-31
Filed2026-05-04
QCOM
QUALCOMM INC
-8.09%
Shares31.9K
Event2026-03-31
Filed2026-05-04
VYM
VANGUARD WHITEHALL FDS
2.17%
Shares27.7K
Event2026-03-31
Filed2026-05-04
SDY
SPDR SERIES TRUST
-13.23%
Shares27.5K
Event2026-03-31
Filed2026-05-04
DE
DEERE & CO
-4.41%
Shares7.1K
Event2026-03-31
Filed2026-05-04
RUSHA
RUSH ENTERPRISES INC
0.54%
Shares59.5K
Event2026-03-31
Filed2026-05-04
KLAC
KLA CORP
-6.65%
Shares2.7K
Event2026-03-31
Filed2026-05-04
GS
GOLDMAN SACHS GROUP INC
-1.52%
Shares4.5K
Event2026-03-31
Filed2026-05-04
PSLV
SPROTT ASSET MANAGEMENT LP
New
Shares156.6K
Event2026-03-31
Filed2026-05-04
TXN
TEXAS INSTRS INC
-15.75%
Shares19.5K
Event2026-03-31
Filed2026-05-04
ALL
ALLSTATE CORP
-0.87%
Shares18.2K
Event2026-03-31
Filed2026-05-04
DVY
ISHARES TR
-7.45%
Shares24.8K
Event2026-03-31
Filed2026-05-04
RS
RELIANCE INC
2.09%
Shares12.2K
Event2026-03-31
Filed2026-05-04
NFLX
NETFLIX INC.
-12.69%
Shares38.5K
Event2026-03-31
Filed2026-05-04
COKE
COCA COLA CONS INC
-32.80%
Shares18.8K
Event2026-03-31
Filed2026-05-04
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares5
Event2026-03-31
Filed2026-05-04
PH
PARKER-HANNIFIN CORP
0.08%
Shares3.9K
Event2026-03-31
Filed2026-05-04
IBIT
ISHARES BITCOIN TRUST ETF
New
Shares90.4K
Event2026-03-31
Filed2026-05-04
T
AT&T INC
-6.52%
Shares116.3K
Event2026-03-31
Filed2026-05-04
AMT
AMERICAN TOWER CORP
6.78%
Shares19.3K
Event2026-03-31
Filed2026-05-04
JAZZ
JAZZ PHARMACEUTICALS PLC
0.50%
Shares17.6K
Event2026-03-31
Filed2026-05-04
ESI
ELEMENT SOLUTIONS INC
-18.34%
Shares97.1K
Event2026-03-31
Filed2026-05-04
UTL
UNITIL CORP
-9.70%
Shares63.0K
Event2026-03-31
Filed2026-05-04
VRTX
VERTEX PHARMACEUTICALS INC
-4.96%
Shares7.3K
Event2026-03-31
Filed2026-05-04
LFUS
LITTELFUSE INC
-30.77%
Shares9.6K
Event2026-03-31
Filed2026-05-04
AXON
AXON ENTERPRISE INC
0.00%
Shares7.7K
Event2026-03-31
Filed2026-05-04
DCI
DONALDSON INC
0.47%
Shares38.2K
Event2026-03-31
Filed2026-05-04
SCHW
SCHWAB CHARLES CORP
-2.31%
Shares34.5K
Event2026-03-31
Filed2026-05-04
EATON CORP PLC
EATON CORP PLC
1.03%
Shares9.0K
Event2026-03-31
Filed2026-05-04
GVI
ISHARES TR
New
Shares29.9K
Event2026-03-31
Filed2026-05-04
DGX
QUEST DIAGNOSTICS INC
0.58%
Shares16.2K
Event2026-03-31
Filed2026-05-04
CHE
CHEMED CORP NEW
-4.01%
Shares8.4K
Event2026-03-31
Filed2026-05-04
FNDE
SCHWAB STRATEGIC TR
-1.93%
Shares82.4K
Event2026-03-31
Filed2026-05-04
VDE
VANGUARD WORLD FD
-6.67%
Shares18.1K
Event2026-03-31
Filed2026-05-04
ITT INC
ITT INC
11.91%
Shares16.5K
Event2026-03-31
Filed2026-05-04
UFPI
UFP INDUSTRIES INC
1.12%
Shares34.0K
Event2026-03-31
Filed2026-05-04
BK
BANK NEW YORK MELLON CORP
-9.73%
Shares26.4K
Event2026-03-31
Filed2026-05-04
XLV
SELECT SECTOR SPDR TR
-7.85%
Shares21.3K
Event2026-03-31
Filed2026-05-04
EEM
ISHARES TR
15.08%
Shares54.6K
Event2026-03-31
Filed2026-05-04
NKE
NIKE INC
-10.67%
Shares58.7K
Event2026-03-31
Filed2026-05-04
ON
ON SEMICONDUCTOR CORP
0.34%
Shares50.0K
Event2026-03-31
Filed2026-05-04
HSY
HERSHEY CO
-10.73%
Shares14.8K
Event2026-03-31
Filed2026-05-04
FUL
FULLER H B CO
0.97%
Shares50.0K
Event2026-03-31
Filed2026-05-04
AOS
SMITH A O CORP
1.41%
Shares46.7K
Event2026-03-31
Filed2026-05-04
MU
MICRON TECHNOLOGY INC
-14.02%
Shares9.0K
Event2026-03-31
Filed2026-05-04
GRC
GORMAN RUPP CO
0.23%
Shares49.0K
Event2026-03-31
Filed2026-05-04
SBUX
STARBUCKS CORP
-7.21%
Shares33.7K
Event2026-03-31
Filed2026-05-04
AIT
APPLIED INDL TECHNOLOGIES IN
-9.83%
Shares11.4K
Event2026-03-31
Filed2026-05-04
MDLZ
MONDELEZ INTL INC
-3.86%
Shares52.3K
Event2026-03-31
Filed2026-05-04
AMP
AMERIPRISE FINL INC
0.06%
Shares6.8K
Event2026-03-31
Filed2026-05-04
MCO
MOODYS CORP
0.69%
Shares6.9K
Event2026-03-31
Filed2026-05-04
MPC
MARATHON PETE CORP
-11.01%
Shares12.3K
Event2026-03-31
Filed2026-05-04
VLTO
VERALTO CORP
-3.66%
Shares33.8K
Event2026-03-31
Filed2026-05-04
RNR
RENAISSANCERE HLDGS LTD
-0.27%
Shares10.0K
Event2026-03-31
Filed2026-05-04
PFE
PFIZER INC
-7.41%
Shares105.7K
Event2026-03-31
Filed2026-05-04
TMO
THERMO FISHER SCIENTIFIC INC
-8.64%
Shares6.0K
Event2026-03-31
Filed2026-05-04
RPM
RPM INTL INC
-20.94%
Shares29.4K
Event2026-03-31
Filed2026-05-04
SEIC
SEI INVTS CO
0.52%
Shares37.1K
Event2026-03-31
Filed2026-05-04
CNM
CORE & MAIN INC
35.90%
Shares58.5K
Event2026-03-31
Filed2026-05-04
AM
ANTERO MIDSTREAM CORP
-27.10%
Shares125.5K
Event2026-03-31
Filed2026-05-04
DTM
DT MIDSTREAM INC
-32.03%
Shares21.2K
Event2026-03-31
Filed2026-05-04
CMCSA
COMCAST CORP NEW
-8.14%
Shares99.2K
Event2026-03-31
Filed2026-05-04
BSY
BENTLEY SYS INC
32.82%
Shares81.1K
Event2026-03-31
Filed2026-05-04
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares32.1K
Event2026-03-31
Filed2026-05-04
CEF
SPROTT ASSET MANAGEMENT LP
New
Shares58.9K
Event2026-03-31
Filed2026-05-04
SNX
TD SYNNEX CORPORATION
-18.71%
Shares16.6K
Event2026-03-31
Filed2026-05-04
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-25.96%
Shares36.5K
Event2026-03-31
Filed2026-05-04
ALPS ETF TR
ALPS ETF TR
1.85%
Shares52.2K
Event2026-03-31
Filed2026-05-04
IEO
ISHARES TR
0.00%
Shares21.7K
Event2026-03-31
Filed2026-05-04
RL
RALPH LAUREN CORP
0.38%
Shares7.8K
Event2026-03-31
Filed2026-05-04
WPM
WHEATON PRECIOUS METALS CORP
0.05%
Shares20.5K
Event2026-03-31
Filed2026-05-04
ATO
ATMOS ENERGY CORP
1.43%
Shares14.5K
Event2026-03-31
Filed2026-05-04
SO
SOUTHERN CO
-12.16%
Shares27.7K
Event2026-03-31
Filed2026-05-04
ESAB
ESAB CORPORATION
5.89%
Shares27.5K
Event2026-03-31
Filed2026-05-04
JKHY
HENRY JACK & ASSOC INC
0.54%
Shares16.8K
Event2026-03-31
Filed2026-05-04
COIN
COINBASE GLOBAL INC
0.00%
Shares15.1K
Event2026-03-31
Filed2026-05-04
IWY
ISHARES TR
24.06%
Shares10.6K
Event2026-03-31
Filed2026-05-04
LMAT
LEMAITRE VASCULAR INC
-18.91%
Shares24.1K
Event2026-03-31
Filed2026-05-04
UHS
UNIVERSAL HLTH SVCS INC
0.59%
Shares14.6K
Event2026-03-31
Filed2026-05-04
EG
EVEREST GROUP LTD
-59.65%
Shares8.0K
Event2026-03-31
Filed2026-05-04
USPH
U S PHYSICAL THERAPY
0.52%
Shares34.6K
Event2026-03-31
Filed2026-05-04
BLACKROCK INC
BLACKROCK INC
-6.01%
Shares2.7K
Event2026-03-31
Filed2026-05-04
MINT
PIMCO ETF TR
New
Shares25.0K
Event2026-03-31
Filed2026-05-04
SLVP
ISHARES INC
16.67%
Shares70.0K
Event2026-03-31
Filed2026-05-04
HDV
ISHARES TR
5.07%
Shares18.1K
Event2026-03-31
Filed2026-05-04
CCC
CCC INTELLIGENT SOLUTIONS HL
30.75%
Shares408.3K
Event2026-03-31
Filed2026-05-04
VOOV
VANGUARD ADMIRAL FDS INC
2.68%
Shares11.8K
Event2026-03-31
Filed2026-05-04
GLW
CORNING INC
6.48%
Shares17.6K
Event2026-03-31
Filed2026-05-04
HALO
HALOZYME THERAPEUTICS INC
New
Shares36.8K
Event2026-03-31
Filed2026-05-04
VXUS
VANGUARD STAR FDS
0.20%
Shares30.3K
Event2026-03-31
Filed2026-05-04
XLY
SELECT SECTOR SPDR TR
-1.80%
Shares21.4K
Event2026-03-31
Filed2026-05-04
VCR
VANGUARD WORLD FD
1.60%
Shares6.5K
Event2026-03-31
Filed2026-05-04
HBAN
HUNTINGTON BANCSHARES INC
-2.38%
Shares148.8K
Event2026-03-31
Filed2026-05-04
XLF
SELECT SECTOR SPDR TR
-0.48%
Shares46.6K
Event2026-03-31
Filed2026-05-04
BIV
VANGUARD BD INDEX FDS
New
Shares29.3K
Event2026-03-31
Filed2026-05-04
ALSN
ALLISON TRANSMISSION HLDGS I
-0.42%
Shares19.1K
Event2026-03-31
Filed2026-05-04
PJT
PJT PARTNERS INC
New
Shares16.0K
Event2026-03-31
Filed2026-05-04
BDX
BECTON DICKINSON & CO
-8.63%
Shares14.2K
Event2026-03-31
Filed2026-05-04
RGEN
REPLIGEN CORP
2.66%
Shares19.0K
Event2026-03-31
Filed2026-05-04
PLTR
PALANTIR TECHNOLOGIES INC
-0.25%
Shares15.2K
Event2026-03-31
Filed2026-05-04
HBT
HBT FINL INC.
-17.00%
Shares82.6K
Event2026-03-31
Filed2026-05-04
QIAGEN NV
QIAGEN NV
New
Shares54.9K
Event2026-03-31
Filed2026-05-04
VLO
VALERO ENERGY CORP
4.09%
Shares8.8K
Event2026-03-31
Filed2026-05-04
WTFC
WINTRUST FINL CORP
0.51%
Shares15.7K
Event2026-03-31
Filed2026-05-04
SLV
ISHARES SILVER TR
New
Shares31.9K
Event2026-03-31
Filed2026-05-04
FELE
FRANKLIN ELEC INC
-1.28%
Shares23.5K
Event2026-03-31
Filed2026-05-04
EWBC
EAST WEST BANCORP INC
-17.90%
Shares20.2K
Event2026-03-31
Filed2026-05-04
EQIX
EQUINIX INC
0.14%
Shares2.2K
Event2026-03-31
Filed2026-05-04
ENB
ENBRIDGE INC
-8.67%
Shares39.7K
Event2026-03-31
Filed2026-05-04
BLACKSTONE INC
BLACKSTONE INC
-13.38%
Shares18.6K
Event2026-03-31
Filed2026-05-04
WTS
WATTS WATER TECHNOLOGIES INC
0.41%
Shares7.4K
Event2026-03-31
Filed2026-05-04
LCNB
LCNB CORP
0.04%
Shares136.9K
Event2026-03-31
Filed2026-05-04
NNN
NNN REIT INC
-25.06%
Shares50.6K
Event2026-03-31
Filed2026-05-04
ARCC
ARES CAPITAL CORP
-0.46%
Shares118.0K
Event2026-03-31
Filed2026-05-04
WFC
WELLS FARGO & CO
-13.84%
Shares26.7K
Event2026-03-31
Filed2026-05-04
GPI
GROUP 1 AUTOMOTIVE INC
New
Shares6.4K
Event2026-03-31
Filed2026-05-04
WKC
WORLD KINECT CORPORATION
-17.16%
Shares91.5K
Event2026-03-31
Filed2026-05-04
ICFI
ICF INTL INC
-1.99%
Shares32.0K
Event2026-03-31
Filed2026-05-04
AROW
ARROW FINL CORP
0.50%
Shares62.2K
Event2026-03-31
Filed2026-05-04
SARO
STANDARDAERO INC
New
Shares79.5K
Event2026-03-31
Filed2026-05-04
G
GENPACT LIMITED
1.53%
Shares55.0K
Event2026-03-31
Filed2026-05-04
OPCH
OPTION CARE HEALTH INC
-18.78%
Shares75.2K
Event2026-03-31
Filed2026-05-04
XLU
SELECT SECTOR SPDR TR
0.19%
Shares44.0K
Event2026-03-31
Filed2026-05-04
BJ
BJS WHSL CLUB HLDGS INC
0.49%
Shares20.5K
Event2026-03-31
Filed2026-05-04
FN
FABRINET
-8.73%
Shares3.9K
Event2026-03-31
Filed2026-05-04
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
7.69%
Shares9.6K
Event2026-03-31
Filed2026-05-04
UFPT
UFP TECHNOLOGIES INC
1.27%
Shares10.4K
Event2026-03-31
Filed2026-05-04
CACI
CACI INTL INC
0.27%
Shares3.7K
Event2026-03-31
Filed2026-05-04
GWW
WW GRAINGER INC
1.63%
Shares1.8K
Event2026-03-31
Filed2026-05-04
NVS
NOVARTIS AG
-13.88%
Shares12.9K
Event2026-03-31
Filed2026-05-04
IRMD
IRADIMED CORP
-20.91%
Shares20.4K
Event2026-03-31
Filed2026-05-04
FND
FLOOR & DECOR HLDGS INC
3.45%
Shares38.5K
Event2026-03-31
Filed2026-05-04
TRV
TRAVELERS COMPANIES INC
-9.70%
Shares6.6K
Event2026-03-31
Filed2026-05-04
STAG
STAG INDUSTRIAL INC
-22.73%
Shares53.3K
Event2026-03-31
Filed2026-05-04
VNQ
VANGUARD INDEX FDS
New
Shares21.4K
Event2026-03-31
Filed2026-05-04
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-7.08%
Shares5.5K
Event2026-03-31
Filed2026-05-04
TYL
TYLER TECHNOLOGIES INC
-1.50%
Shares5.5K
Event2026-03-31
Filed2026-05-04
HCA
HCA HEALTHCARE INC
-11.05%
Shares3.9K
Event2026-03-31
Filed2026-05-04
PDBC
INVESCO ACTVELY MNGD ETC FD
New
Shares106.2K
Event2026-03-31
Filed2026-05-04
GDXJ
VANECK ETF TRUST
New
Shares15.1K
Event2026-03-31
Filed2026-05-04
IGOV
ISHARES TR
New
Shares43.7K
Event2026-03-31
Filed2026-05-04
IYH
ISHARES TR
-18.72%
Shares29.1K
Event2026-03-31
Filed2026-05-04
EPD
ENTERPRISE PRODS PARTNERS L
New
Shares47.2K
Event2026-03-31
Filed2026-05-04
CVS
CVS HEALTH CORP
-0.26%
Shares24.6K
Event2026-03-31
Filed2026-05-04
YUM
YUM BRANDS INC
-2.33%
Shares11.3K
Event2026-03-31
Filed2026-05-04
DFUV
DIMENSIONAL ETF TRUST
0.00%
Shares36.0K
Event2026-03-31
Filed2026-05-04
LYTS
LSI INDS INC OHIO
0.57%
Shares91.1K
Event2026-03-31
Filed2026-05-04
FBTC
FIDELITY WISE ORIGIN BITCOIN
New
Shares28.6K
Event2026-03-31
Filed2026-05-04
XSMO
INVESCO EXCHANGE TRADED FD T
0.00%
Shares22.2K
Event2026-03-31
Filed2026-05-04
VWO
VANGUARD INTL EQUITY INDEX F
-14.32%
Shares31.0K
Event2026-03-31
Filed2026-05-04
AMD
ADVANCED MICRO DEVICES INC
-25.13%
Shares8.1K
Event2026-03-31
Filed2026-05-04
SHEL
SHELL PLC
-10.82%
Shares17.8K
Event2026-03-31
Filed2026-05-04
MUSA
MURPHY USA INC
-44.22%
Shares3.3K
Event2026-03-31
Filed2026-05-04
DGS
WISDOMTREE TR
-2.16%
Shares27.2K
Event2026-03-31
Filed2026-05-04
IJJ
ISHARES TR
-0.56%
Shares12.3K
Event2026-03-31
Filed2026-05-04
EXR
EXTRA SPACE STORAGE INC
-0.14%
Shares12.4K
Event2026-03-31
Filed2026-05-04
APPF
APPFOLIO INC
1.22%
Shares9.9K
Event2026-03-31
Filed2026-05-04
VTWO
VANGUARD SCOTTSDALE FDS
48.82%
Shares15.5K
Event2026-03-31
Filed2026-05-04
SLB
SLB LIMITED
-1.64%
Shares30.1K
Event2026-03-31
Filed2026-05-04
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
-8.08%
Shares20.9K
Event2026-03-31
Filed2026-05-04
BLD
TOPBUILD COR
-0.41%
Shares4.4K
Event2026-03-31
Filed2026-05-04
FTNT
FORTINET INC
-1.16%
Shares18.6K
Event2026-03-31
Filed2026-05-04
MPLX
MPLX LP
New
Shares26.3K
Event2026-03-31
Filed2026-05-04
VBK
VANGUARD INDEX FDS
-3.45%
Shares5.0K
Event2026-03-31
Filed2026-05-04
VOE
VANGUARD INDEX FDS
0.55%
Shares8.1K
Event2026-03-31
Filed2026-05-04
LQD
ISHARES TR
New
Shares13.6K
Event2026-03-31
Filed2026-05-04
HWKN
HAWKINS INC
0.53%
Shares9.5K
Event2026-03-31
Filed2026-05-04
OPPE
WISDOMTREE TR
0.00%
Shares27.1K
Event2026-03-31
Filed2026-05-04
LHX
L3HARRIS TECHNOLOGIES INC
7.88%
Shares4.2K
Event2026-03-31
Filed2026-05-04
PLD
PROLOGIS INC.
-15.35%
Shares10.8K
Event2026-03-31
Filed2026-05-04
TXRH
TEXAS ROADHOUSE INC
-37.00%
Shares8.6K
Event2026-03-31
Filed2026-05-04
MMS
MAXIMUS INC
-29.50%
Shares22.1K
Event2026-03-31
Filed2026-05-04
CARR
CARRIER GLOBAL CORPORATION
-5.39%
Shares25.0K
Event2026-03-31
Filed2026-05-04
POR
PORTLAND GEN ELEC CO
-31.04%
Shares26.6K
Event2026-03-31
Filed2026-05-04
IEMG
ISHARES INC
280.25%
Shares20.0K
Event2026-03-31
Filed2026-05-04
CEG
CONSTELLATION ENERGY CORP
-2.88%
Shares5.0K
Event2026-03-31
Filed2026-05-04
HY
HYSTER-YALE INC
-4.48%
Shares42.6K
Event2026-03-31
Filed2026-05-04
VTHR
VANGUARD SCOTTSDALE FDS
-40.80%
Shares4.8K
Event2026-03-31
Filed2026-05-04
MCK
MCKESSON CORP
-22.48%
Shares1.6K
Event2026-03-31
Filed2026-05-04
VPU
VANGUARD WORLD FD
-31.03%
Shares6.9K
Event2026-03-31
Filed2026-05-04
ECL
ECOLAB INC
5.75%
Shares5.1K
Event2026-03-31
Filed2026-05-04
DHI
D R HORTON INC
-0.11%
Shares9.8K
Event2026-03-31
Filed2026-05-04
COPX
GLOBAL X FDS
New
Shares17.6K
Event2026-03-31
Filed2026-05-04
ZBH
ZIMMER BIOMET HOLDINGS INC
-22.32%
Shares14.9K
Event2026-03-31
Filed2026-05-04
SUB
ISHARES TR
New
Shares12.6K
Event2026-03-31
Filed2026-05-04
MFC
MANULIFE FINL CORP
-5.48%
Shares38.7K
Event2026-03-31
Filed2026-05-04
BSV
VANGUARD BD INDEX FDS
New
Shares17.0K
Event2026-03-31
Filed2026-05-04
PFF
ISHARES TR
New
Shares43.7K
Event2026-03-31
Filed2026-05-04
SMMD
ISHARES TR
-48.46%
Shares17.3K
Event2026-03-31
Filed2026-05-04
CERY
SPDR SERIES TRUST
New
Shares37.5K
Event2026-03-31
Filed2026-05-04
BROS
DUTCH BROS INC
-8.11%
Shares26.0K
Event2026-03-31
Filed2026-05-04
KN
KNOWLES CORP
-0.88%
Shares51.1K
Event2026-03-31
Filed2026-05-04
KMB
KIMBERLY-CLARK CORP
-7.49%
Shares13.5K
Event2026-03-31
Filed2026-05-04
THE CIGNA GROUP
THE CIGNA GROUP
-1.02%
Shares4.9K
Event2026-03-31
Filed2026-05-04
IVE
ISHARES TR
0.02%
Shares6.1K
Event2026-03-31
Filed2026-05-04
NYT
NEW YORK TIMES CO MTN BE
-56.45%
Shares15.2K
Event2026-03-31
Filed2026-05-04
CITIGROUP INC
CITIGROUP INC
3.42%
Shares11.2K
Event2026-03-31
Filed2026-05-04
DTE
DTE ENERGY CO
-1.10%
Shares8.6K
Event2026-03-31
Filed2026-05-04
GSG
ISHARES S&P GSCI COMMODITY-
New
Shares38.9K
Event2026-03-31
Filed2026-05-04
TSCO
TRACTOR SUPPLY CO
3.03%
Shares27.4K
Event2026-03-31
Filed2026-05-04
XLI
SELECT SECTOR SPDR TR
4.38%
Shares7.6K
Event2026-03-31
Filed2026-05-04
EEMV
ISHARES INC
-47.60%
Shares18.9K
Event2026-03-31
Filed2026-05-04
CAH
CARDINAL HEALTH INC
-26.81%
Shares5.8K
Event2026-03-31
Filed2026-05-04
TROW
PRICE T ROWE GROUP INC
-0.01%
Shares13.4K
Event2026-03-31
Filed2026-05-04
XLC
SELECT SECTOR SPDR TR
-23.02%
Shares10.9K
Event2026-03-31
Filed2026-05-04
BR
BROADRIDGE FINL SOLUTIONS IN
-0.11%
Shares7.3K
Event2026-03-31
Filed2026-05-04
EMBJ
EMBRAER S.A.
0.00%
Shares20.1K
Event2026-03-31
Filed2026-05-04
PICB
INVESCO EXCH TRADED FD TR II
New
Shares51.2K
Event2026-03-31
Filed2026-05-04
MUNI
PIMCO ETF TR
New
Shares22.6K
Event2026-03-31
Filed2026-05-04
MKC
MCCORMICK & CO INC
-13.49%
Shares23.4K
Event2026-03-31
Filed2026-05-04
UNILEVER PLC
UNILEVER PLC
-14.23%
Shares20.6K
Event2026-03-31
Filed2026-05-04
TPL
TEXAS PACIFIC LAND CORPORATI
-19.32%
Shares2.5K
Event2026-03-31
Filed2026-05-04
TGT
TARGET CORP
-11.68%
Shares9.5K
Event2026-03-31
Filed2026-05-04
HIG
HARTFORD INSURANCE GROUP INC
-6.55%
Shares8.5K
Event2026-03-31
Filed2026-05-04
ANNALY CAPITAL MANAGEMENT IN
ANNALY CAPITAL MANAGEMENT IN
7.37%
Shares54.1K
Event2026-03-31
Filed2026-05-04
ED
CONSOLIDATED EDISON INC
-5.42%
Shares10.0K
Event2026-03-31
Filed2026-05-04
RIO
RIO TINTO PLC
-15.41%
Shares12.1K
Event2026-03-31
Filed2026-05-04
XLP
SELECT SECTOR SPDR TR
-3.55%
Shares13.8K
Event2026-03-31
Filed2026-05-04
MS
MORGAN STANLEY
0.97%
Shares6.9K
Event2026-03-31
Filed2026-05-04
SGOV
ISHARES TR
New
Shares11.2K
Event2026-03-31
Filed2026-05-04
MCHP
MICROCHIP TECHNOLOGY INC.
-4.79%
Shares17.3K
Event2026-03-31
Filed2026-05-04
PEY
INVESCO EXCHANGE TRADED FD T
0.00%
Shares52.2K
Event2026-03-31
Filed2026-05-04
VOX
VANGUARD WORLD FD
0.00%
Shares6.2K
Event2026-03-31
Filed2026-05-04
JCI
JOHNSON CONTROLS INTERNATION
1.82%
Shares8.4K
Event2026-03-31
Filed2026-05-04
ELV
ELEVANCE HEALTH INC FORMERLY
-17.70%
Shares3.7K
Event2026-03-31
Filed2026-05-04
SJM
SMUCKER J M CO
-0.30%
Shares11.3K
Event2026-03-31
Filed2026-05-04
PPG
PPG INDS INC
-1.23%
Shares10.1K
Event2026-03-31
Filed2026-05-04
VPL
VANGUARD INTL EQUITY INDEX F
-1.93%
Shares10.9K
Event2026-03-31
Filed2026-05-04
GM
GENERAL MTRS CO
1.39%
Shares14.3K
Event2026-03-31
Filed2026-05-04
LSTR
LANDSTAR SYS INC
9.90%
Shares6.6K
Event2026-03-31
Filed2026-05-04
DFAC
DIMENSIONAL ETF TRUST
45.77%
Shares27.2K
Event2026-03-31
Filed2026-05-04
CMI
CUMMINS INC
1.03%
Shares2.0K
Event2026-03-31
Filed2026-05-04
DELL
DELL TECHNOLOGIES INC
9.91%
Shares6.4K
Event2026-03-31
Filed2026-05-04
SPEU
SPDR INDEX SHS FDS
0.00%
Shares20.3K
Event2026-03-31
Filed2026-05-04
VV
VANGUARD INDEX FDS
0.76%
Shares3.5K
Event2026-03-31
Filed2026-05-04
DAL
DELTA AIR LINES INC
27.81%
Shares15.5K
Event2026-03-31
Filed2026-05-04
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
-11.19%
Shares8.9K
Event2026-03-31
Filed2026-05-04
IDA
IDACORP INC
New
Shares7.1K
Event2026-03-31
Filed2026-05-04
GLOB
GLOBANT S A
128.71%
Shares22.0K
Event2026-03-31
Filed2026-05-04
NUE
NUCOR CORP
0.23%
Shares6.0K
Event2026-03-31
Filed2026-05-04
URA
GLOBAL X FDS
New
Shares20.8K
Event2026-03-31
Filed2026-05-04
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
6.24%
Shares16.3K
Event2026-03-31
Filed2026-05-04
EBAY
EBAY INC.
-8.74%
Shares11.0K
Event2026-03-31
Filed2026-05-04
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
0.01%
Shares18.4K
Event2026-03-31
Filed2026-05-04
IGSB
ISHARES TR
New
Shares18.2K
Event2026-03-31
Filed2026-05-04
IGF
ISHARES TR
New
Shares14.3K
Event2026-03-31
Filed2026-05-04
GILD
GILEAD SCIENCES INC
-45.79%
Shares6.8K
Event2026-03-31
Filed2026-05-04
GPIX
GOLDMAN SACHS ETF TR
New
Shares18.9K
Event2026-03-31
Filed2026-05-04
IJT
ISHARES TR
6.64%
Shares6.5K
Event2026-03-31
Filed2026-05-04
IDVO
AMPLIFY ETF TR
New
Shares23.0K
Event2026-03-31
Filed2026-05-04
PCTY
PAYLOCITY HLDG CORP
50.01%
Shares8.5K
Event2026-03-31
Filed2026-05-04
BIBL
NORTHERN LTS FD TR IV
New
Shares19.5K
Event2026-03-31
Filed2026-05-04
SCHK
SCHWAB STRATEGIC TR
-1.15%
Shares29.3K
Event2026-03-31
Filed2026-05-04
VOT
VANGUARD INDEX FDS
8.22%
Shares3.6K
Event2026-03-31
Filed2026-05-04
WAT
WATERS CORP
164.16%
Shares3.1K
Event2026-03-31
Filed2026-05-04
FNDX
SCHWAB STRATEGIC TR
-1.85%
Shares32.4K
Event2026-03-31
Filed2026-05-04
DGRO
ISHARES TR
0.46%
Shares12.8K
Event2026-03-31
Filed2026-05-04
VTEB
VANGUARD MUN BD FDS
New
Shares17.8K
Event2026-03-31
Filed2026-05-04
SPYV
SPDR SERIES TRUST
-7.57%
Shares15.7K
Event2026-03-31
Filed2026-05-04
TPR
TAPESTRY INC
-14.38%
Shares6.3K
Event2026-03-31
Filed2026-05-04
MET
METLIFE INC
-10.35%
Shares12.5K
Event2026-03-31
Filed2026-05-04
CPT
CAMDEN PPTY TR
-17.45%
Shares9.0K
Event2026-03-31
Filed2026-05-04
RCL
ROYAL CARIBBEAN GROUP
-3.07%
Shares3.1K
Event2026-03-31
Filed2026-05-04
SPSC
SPS COMM INC
6.90%
Shares15.3K
Event2026-03-31
Filed2026-05-04
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares4.3K
Event2026-03-31
Filed2026-05-04
DGRW
WISDOMTREE TR
0.03%
Shares9.7K
Event2026-03-31
Filed2026-05-04
MAA
MID-AMER APT CMNTYS INC
-1.83%
Shares6.9K
Event2026-03-31
Filed2026-05-04
VYMI
VANGUARD WHITEHALL FDS
2.24%
Shares8.9K
Event2026-03-31
Filed2026-05-04
STT
STATE STR CORP
0.92%
Shares6.6K
Event2026-03-31
Filed2026-05-04
OKE
ONEOK INC NEW
-11.86%
Shares9.2K
Event2026-03-31
Filed2026-05-04
EXPD
EXPEDITORS INTL WASH INC
0.00%
Shares5.7K
Event2026-03-31
Filed2026-05-04
TOLZ
PROSHARES TR
New
Shares13.6K
Event2026-03-31
Filed2026-05-04
HAL
HALLIBURTON CO
0.51%
Shares20.8K
Event2026-03-31
Filed2026-05-04
ALC
ALCON AG
-12.86%
Shares10.7K
Event2026-03-31
Filed2026-05-04
CHRW
C H ROBINSON WORLDWIDE IN
0.12%
Shares4.9K
Event2026-03-31
Filed2026-05-04
CTVA
CORTEVA INC
-7.57%
Shares9.6K
Event2026-03-31
Filed2026-05-04
FTGC
FIRST TR EXCHANGE TRAD FD VI
New
Shares27.9K
Event2026-03-31
Filed2026-05-04
WELL
WELLTOWER INC
-30.31%
Shares4.0K
Event2026-03-31
Filed2026-05-04
EME
EMCOR GROUP INC
-2.38%
Shares1.1K
Event2026-03-31
Filed2026-05-04
QDTE
ROUNDHILL ETF TRUST
0.00%
Shares28.6K
Event2026-03-31
Filed2026-05-04
SPYM
SPDR SERIES TRUST
0.40%
Shares10.2K
Event2026-03-31
Filed2026-05-04
VXF
VANGUARD INDEX FDS
11.19%
Shares3.8K
Event2026-03-31
Filed2026-05-04
FLEX
FLEXTRONICS INTL LTD
-0.33%
Shares11.8K
Event2026-03-31
Filed2026-05-04
BP
BP PLC
-8.79%
Shares16.4K
Event2026-03-31
Filed2026-05-04
QQQM
INVESCO EXCH TRADED FD TR II
36.76%
Shares3.2K
Event2026-03-31
Filed2026-05-04
SNA
SNAP ON INC
-13.98%
Shares2.1K
Event2026-03-31
Filed2026-05-04
NI
NISOURCE INC
-0.78%
Shares16.4K
Event2026-03-31
Filed2026-05-04
SCZ
ISHARES TR
0.00%
Shares9.7K
Event2026-03-31
Filed2026-05-04
MAR
MARRIOTT INTL INC NEW
-13.97%
Shares2.3K
Event2026-03-31
Filed2026-05-04
VOOG
VANGUARD ADMIRAL FDS INC
-5.67%
Shares1.8K
Event2026-03-31
Filed2026-05-04
MGV
VANGUARD WORLD FD
-7.28%
Shares5.1K
Event2026-03-31
Filed2026-05-04
FDX
FEDEX CORP
-12.72%
Shares2.0K
Event2026-03-31
Filed2026-05-04
EMXC
ISHARES INC
0.66%
Shares9.2K
Event2026-03-31
Filed2026-05-04
PEG
PUBLIC SVC ENTERPRISE GROUP
-10.94%
Shares8.9K
Event2026-03-31
Filed2026-05-04
PRU
PRUDENTIAL FINL INC
0.83%
Shares7.4K
Event2026-03-31
Filed2026-05-04
IJS
ISHARES TR
6.61%
Shares6.0K
Event2026-03-31
Filed2026-05-04
ORLY
OREILLY AUTOMOTIVE INC
-16.39%
Shares7.8K
Event2026-03-31
Filed2026-05-04
RSG
REPUBLIC SVCS INC
-45.71%
Shares3.3K
Event2026-03-31
Filed2026-05-04
WSM
WILLIAMS SONOMA INC
-34.57%
Shares3.9K
Event2026-03-31
Filed2026-05-04
PHM
PULTE GROUP INC
-1.95%
Shares6.0K
Event2026-03-31
Filed2026-05-04

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available