Sponsored

The Analysis of KCM INVESTMENT ADVISORS LLC's Holdings & P&L

Currently, KCM INVESTMENT ADVISORS LLC holds 393 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in NLR (+29.9K shares, valued at $4.0M), XLI (+16.8K shares, valued at $2.7M), JPM (+5.5K shares, valued at $1.6M); decreased their positions in AAPL (-21.8K shares, valued at $5.5M), SPY (-7.1K shares, valued at $4.6M), ADP (-21.5K shares, valued at $4.4M); initiated new positions in LBRDA (+31.6K shares, valued at $1.6M), ADI (+1.4K shares, valued at $452.1K), TRGP (+1.6K shares, valued at $389.6K).

1M P&L

+53.3M+1.78%

3M P&L

-137.4M-4.32%

HY P&L

-430.3M-12.38%

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/A1.0B

36.8%

2Consumer Electronics213.1M

7.8%

3Discount Stores181.9M

6.6%

Top Industries by Stock Count

1N/A114 stocks

32.5%

2Software - Application13 stocks

3.7%

3Semiconductors10 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC839.8K shares-2.53%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR1.3M shares0.38%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION112.4K shares-2.22%2026-03-312026-05-15

MSFT MICROSOFT CORP289.5K shares-3.02%2026-03-312026-05-15

ALPHABET INC ALPHABET INC270.3K shares-0.76%2026-03-312026-05-15

WMT WALMART INC557.4K shares-1.30%2026-03-312026-05-15

AMZN AMAZON COM INC329.1K shares-1.42%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO224.8K shares2.49%2026-03-312026-05-15

Sponsored

CVX CHEVRON CORPORATION314.6K shares0.20%2026-03-312026-05-15

NVDA NVIDIA CORPORATION370.1K shares0.44%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR498.0K shares-6.57%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR496.2K shares1.47%2026-03-312026-05-15

VGT VANGUARD WORLD FD76.4K shares-6.73%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR326.6K shares-1.42%2026-03-312026-05-15

V VISA INC151.4K shares-0.18%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON186.3K shares-1.33%2026-03-312026-05-15

Sponsored

HD HOME DEPOT INC136.6K shares-0.48%2026-03-312026-05-15

VOX VANGUARD WORLD FD248.0K shares-8.46%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR273.7K shares6.55%2026-03-312026-05-15

WM WASTE MGMT INC DEL185.1K shares-2.41%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR860.0K shares1.93%2026-03-312026-05-15

ALPHABET INC ALPHABET INC145.8K shares-1.51%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR646.5K shares-1.73%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC94.6K shares-2.19%2026-03-312026-05-15

Sponsored

CAT CATERPILLAR INC49.3K shares-0.69%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR59.1K shares0.68%2026-03-312026-05-15

VTI VANGUARD INDEX FDS104.3K shares-0.03%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR407.8K shares-0.48%2026-03-312026-05-15

NEE NEXTERA ENERGY INC353.6K shares-2.07%2026-03-312026-05-15

VCR VANGUARD WORLD FD86.5K shares0.24%2026-03-312026-05-15

AMGN AMGEN INC87.3K shares-0.31%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN146.9K shares-12.77%2026-03-312026-05-15

Sponsored

VIS VANGUARD WORLD FD86.8K shares0.21%2026-03-312026-05-15

PG PROCTER & GAMBLE CO175.3K shares-3.94%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T37.3K shares-15.98%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC209.2K shares-1.50%2026-03-312026-05-15

MCD MCDONALDS CORP75.8K shares-0.53%2026-03-312026-05-15

VFH VANGUARD WORLD FD193.5K shares-4.74%2026-03-312026-05-15

LLY ELI LILLY & CO24.2K shares-3.22%2026-03-312026-05-15

KLAC KLA CORP14.8K shares-1.60%2026-03-312026-05-15

Sponsored

VRT VERTIV HOLDINGS CO85.0K shares-1.64%2026-03-312026-05-15

CSL CARLISLE COS INC58.4K shares-0.07%2026-03-312026-05-15

BROADCOM INC BROADCOM INC62.1K shares4.37%2026-03-312026-05-15

ECL ECOLAB INC67.9K shares-3.95%2026-03-312026-05-15

ABBV ABBVIE INC76.8K shares0.73%2026-03-312026-05-15

BAC BANK AMERICA CORP320.0K shares-4.55%2026-03-312026-05-15

AMAT APPLIED MATLS INC43.5K shares-2.26%2026-03-312026-05-15

SCCO SOUTHERN COPPER CORP86.1K shares7.43%2026-03-312026-05-15

Sponsored

VHT VANGUARD WORLD FD53.6K shares-3.18%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL29.1K shares2.76%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR299.7K shares7.56%2026-03-312026-05-15

SDY SPDR SERIES TRUST92.7K shares0.06%2026-03-312026-05-15

ABT ABBOTT LABORATORIES129.1K shares-11.30%2026-03-312026-05-15

VDC VANGUARD WORLD FD57.7K shares-1.01%2026-03-312026-05-15

WFC-PL WELLS FARGO & CO11.1K shares-3.97%2026-03-312026-05-15

DHR DANAHER CORP DEL65.3K shares-4.50%2026-03-312026-05-15

Sponsored

SOXX ISHARES TR35.9K shares-0.54%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC231.6K shares-1.07%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I39.9K shares-4.23%2026-03-312026-05-15

NLR VANECK ETF TRUST86.0K shares53.40%2026-03-312026-05-15

O REALTY INCOME CORP187.0K shares-3.08%2026-03-312026-05-15

XLB SELECT SECTOR SPDR TR223.8K shares3.67%2026-03-312026-05-15

VAW VANGUARD WORLD FD42.5K shares15.11%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP93.3K shares0.04%2026-03-312026-05-15

Sponsored

SBUX STARBUCKS CORP97.8K shares-5.99%2026-03-312026-05-15

LOW LOWES COS INC37.0K shares-0.86%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC25.3K shares-0.55%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 4014.0K shares-3.07%2026-03-312026-05-15

VDE VANGUARD WORLD FD49.8K shares-6.09%2026-03-312026-05-15

SMH VANECK ETF TRUST22.5K shares8.44%2026-03-312026-05-15

DVY ISHARES TR52.8K shares0.02%2026-03-312026-05-15

LH LABCORP HOLDINGS INC29.6K shares-5.26%2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC99.4K shares1.47%2026-03-312026-05-15

IVV ISHARES TR11.8K shares-1.07%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS84.3K shares-10.73%2026-03-312026-05-15

CW CURTISS WRIGHT CORP10.4K shares1.53%2026-03-312026-05-15

VPU VANGUARD WORLD FD35.6K shares-2.65%2026-03-312026-05-15

LINDE PLC LINDE PLC14.1K shares0.96%2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP72.2K shares-5.52%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP19.6K shares0.20%2026-03-312026-05-15

Sponsored

ROST ROSS STORES INC30.9K shares-2.22%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC53.7K shares-0.16%2026-03-312026-05-15

GLW CORNING INC46.2K shares-1.48%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC17.3K shares-0.06%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR233.3K shares0.15%2026-03-312026-05-15

XOM EXXON MOBIL CORP32.7K shares3.05%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC6.5K shares3.70%2026-03-312026-05-15

CB CHUBB LTD SWITZ16.7K shares1.20%2026-03-312026-05-15

Sponsored

XLRE SELECT SECTOR SPDR TR133.3K shares-2.44%2026-03-312026-05-15

PEG PUBLIC SVC ENTERPRISE GROUP66.0K shares-2.01%2026-03-312026-05-15

TSLA TESLA INC14.2K shares1.79%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR163.7K shares-3.62%2026-03-312026-05-15

GPC GENUINE PARTS CO46.0K shares-11.04%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC16.3K shares-8.63%2026-03-312026-05-15

FDIS FIDELITY COVINGTON TRUST50.7K shares0.08%2026-03-312026-05-15

CTAS CINTAS CORP26.7K shares-6.61%2026-03-312026-05-15

Sponsored

DE DEERE & CO8.0K shares2.18%2026-03-312026-05-15

GLD SPDR GOLD TR10.4K shares14.21%2026-03-312026-05-15

FENY FIDELITY COVINGTON TRUST132.0K shares-15.36%2026-03-312026-05-15

QCOM QUALCOMM INC34.3K shares-3.02%2026-03-312026-05-15

SPGI S&P GLOBAL INC10.1K shares-11.90%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO50.3K shares-7.36%2026-03-312026-05-15

VUG VANGUARD INDEX FDS9.8K shares0.32%2026-03-312026-05-15

META META PLATFORMS INC7.3K shares0.54%2026-03-312026-05-15

Sponsored

KO COCA COLA CO53.9K shares3.65%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS19.0K shares-1.64%2026-03-312026-05-15

NKE NIKE INC77.0K shares-5.34%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND19.7K shares-8.17%2026-03-312026-05-15

AZO AUTOZONE INC1.1K shares-1.07%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC11.0K shares2.44%2026-03-312026-05-15

RTX RTX CORPORATION18.6K shares9.34%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC60.6K shares14.28%2026-03-312026-05-15

Sponsored

CAH CARDINAL HEALTH INC16.3K shares-0.87%2026-03-312026-05-15

FTNT FORTINET INC41.9K shares2.96%2026-03-312026-05-15

WFC WELLS FARGO & CO41.8K shares0.60%2026-03-312026-05-15

SO SOUTHERN CO34.3K shares0.34%2026-03-312026-05-15

XLG INVESCO EXCHANGE TRADED FD T59.8K shares0.00%2026-03-312026-05-15

FNY FIRST TR EXCHANGE-TRADED ALP35.8K shares-5.21%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO10.5K shares0.88%2026-03-312026-05-15

IAT ISHARES TR58.5K shares2.41%2026-03-312026-05-15

Sponsored

MS MORGAN STANLEY18.9K shares-6.09%2026-03-312026-05-15

GILD GILEAD SCIENCES INC21.9K shares69.82%2026-03-312026-05-15

CLX CLOROX CO DEL29.3K shares-11.66%2026-03-312026-05-15

ORCL ORACLE CORP20.5K shares-1.55%2026-03-312026-05-15

UNP UNION PAC CORP12.4K shares-1.76%2026-03-312026-05-15

HON HONEYWELL INTL INC12.8K shares-9.13%2026-03-312026-05-15

PLD PROLOGIS INC.21.6K shares6.70%2026-03-312026-05-15

OEF ISHARES TR8.9K shares-1.48%2026-03-312026-05-15

Sponsored

JCI JOHNSON CONTROLS INTERNATION21.6K shares-3.15%2026-03-312026-05-15

BAC-PL BANK AMERICA CORP2.3K shares-4.43%2026-03-312026-05-15

ALL ALLSTATE CORP13.4K shares0.10%2026-03-312026-05-15

DGRO ISHARES TR39.0K shares0.00%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC29.6K shares-1.09%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP12.7K shares7.24%2026-03-312026-05-15

PGX INVESCO EXCH TRADED FD TR II248.5K shares-3.37%2026-03-312026-05-15

IJH ISHARES TR39.8K shares-0.25%2026-03-312026-05-15

Sponsored

PPL PPL CORP70.0K shares-0.86%2026-03-312026-05-15

NEM NEWMONT CORP24.3K shares16.76%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP2.9K shares2.38%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC5.2K shares-2.01%2026-03-312026-05-15

FDX FEDEX CORP7.1K shares0.27%2026-03-312026-05-15

BA BOEING CO12.1K shares18.44%2026-03-312026-05-15

IWM ISHARES TR9.7K shares6.12%2026-03-312026-05-15

MMM 3M CO16.4K shares-3.59%2026-03-312026-05-15

Sponsored

UNH UNITEDHEALTH GROUP INC8.6K shares-2.67%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP3.9K shares-0.16%2026-03-312026-05-15

IBB ISHARES TR13.7K shares-1.47%2026-03-312026-05-15

DIS DISNEY WALT CO23.9K shares-3.52%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS9.5K shares1.69%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC8.0K shares0.40%2026-03-312026-05-15

PEP PEPSICO INC14.2K shares-0.37%2026-03-312026-05-15

ROP ROPER TECHNOLOGIES INC6.2K shares0.93%2026-03-312026-05-15

Sponsored

IRM IRON MTN INC DEL21.3K shares0.00%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC2.2K shares-6.55%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC8.1K shares-0.27%2026-03-312026-05-15

CROWN CASTLE INC CROWN CASTLE INC25.7K shares-1.66%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC482 shares-2.03%2026-03-312026-05-15

CVS CVS HEALTH CORP28.1K shares30.09%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR63.5K shares0.00%2026-03-312026-05-15

TJX TJX COS INC NEW12.3K shares24.55%2026-03-312026-05-15

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC16.7K shares-4.48%2026-03-312026-05-15

CORT CORCEPT THERAPEUTICS INC47.4K shares0.00%2026-03-312026-05-15

MPC MARATHON PETE CORP7.7K shares0.33%2026-03-312026-05-15

WMB WILLIAMS COS INC25.5K shares-1.22%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW5.6K shares-12.57%2026-03-312026-05-15

BLDR BUILDERS FIRSTSOURCE INC22.1K shares-1.56%2026-03-312026-05-15

NUE NUCOR CORP10.7K shares3.56%2026-03-312026-05-15

VLO VALERO ENERGY CORP7.3K shares10.94%2026-03-312026-05-15

Sponsored

KR KROGER CO24.7K shares-0.11%2026-03-312026-05-15

QUAL ISHARES TR9.3K shares-1.33%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE6.2K shares11.23%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS11.4K shares-8.54%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC17.2K shares-3.37%2026-03-312026-05-15

IWF ISHARES TR3.9K shares-0.25%2026-03-312026-05-15

OMC OMNICOM GROUP INC22.1K shares-62.40%2026-03-312026-05-15

ACWI ISHARES TR11.9K shares0.00%2026-03-312026-05-15

Sponsored

ADBE ADOBE INC6.8K shares-1.46%2026-03-312026-05-15

LBRDA LIBERTY BROADBAND CORP31.6K sharesnew addition2026-03-312026-05-15

DLN WISDOMTREE TR17.3K shares0.41%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND3.3K shares0.00%2026-03-312026-05-15

EMR EMERSON ELEC CO11.6K shares-4.92%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS23.7K shares0.13%2026-03-312026-05-15

TMUS T-MOBILE US INC7.2K shares22.60%2026-03-312026-05-15

MKC MCCORMICK & CO INC29.9K shares-1.09%2026-03-312026-05-15

Sponsored

MA MASTERCARD INCORPORATED3.0K shares6.14%2026-03-312026-05-15

PFE PFIZER INC52.8K shares-7.69%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY5.0K shares-3.45%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR56.2K shares1.33%2026-03-312026-05-15

IYF ISHARES TR11.9K shares-2.08%2026-03-312026-05-15

NVS NOVARTIS AG9.1K shares-0.67%2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC24.3K shares0.00%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO22.8K shares9.29%2026-03-312026-05-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.3K shares-10.51%2026-03-312026-05-15

CRM SALESFORCE INC7.2K shares-4.47%2026-03-312026-05-15

GEV GE VERNOVA INC1.5K shares0.86%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.0K shares1.11%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.7K shares10.12%2026-03-312026-05-15

MCK MCKESSON CORP1.5K shares0.34%2026-03-312026-05-15

T AT&T INC43.7K shares0.66%2026-03-312026-05-15

XNTK SPDR SERIES TRUST5.0K shares0.00%2026-03-312026-05-15

Sponsored

MEDTRONIC PLC MEDTRONIC PLC14.6K shares3.46%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR14.1K shares-3.41%2026-03-312026-05-15

VXUS VANGUARD STAR FDS16.0K shares99.35%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO3.8K shares-9.45%2026-03-312026-05-15

JBL JABIL INC4.5K shares0.00%2026-03-312026-05-15

WPM WHEATON PRECIOUS METALS CORP9.1K shares6.04%2026-03-312026-05-15

IOO ISHARES TR9.7K shares-3.23%2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR42.3K shares0.00%2026-03-312026-05-15

Sponsored

SCHG SCHWAB STRATEGIC TR40.1K shares-2.67%2026-03-312026-05-15

J JACOBS SOLUTIONS INC8.7K shares0.00%2026-03-312026-05-15

COP CONOCOPHILLIPS8.0K shares-2.70%2026-03-312026-05-15

CMI CUMMINS INC1.9K shares0.27%2026-03-312026-05-15

ALB ALBEMARLE CORP5.5K shares0.00%2026-03-312026-05-15

BARRICK MNG CORP BARRICK MNG CORP23.2K shares0.00%2026-03-312026-05-15

PSX PHILLIPS 665.1K shares10.07%2026-03-312026-05-15

NFLX NETFLIX INC.9.4K shares-7.34%2026-03-312026-05-15

Sponsored

SCHF SCHWAB STRATEGIC TR36.2K shares47.27%2026-03-312026-05-15

ET ENERGY TRANSFER L P45.7K shares-2.77%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC6.7K shares0.84%2026-03-312026-05-15

LEN LENNAR CORP9.9K shares1.28%2026-03-312026-05-15

IETC ISHARES U S ETF TR9.6K shares0.00%2026-03-312026-05-15

ONEQ FIDELITY COMWLTH TR10.0K shares0.00%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC7.5K shares0.84%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC1.8K shares7.38%2026-03-312026-05-15

Sponsored

EPD ENTERPRISE PRODS PARTNERS L21.3K shares-14.03%2026-03-312026-05-15

SYY SYSCO CORP10.9K shares-0.70%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC2.3K shares-0.22%2026-03-312026-05-15

MO ALTRIA GROUP INC11.6K shares-8.08%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC4.6K shares-0.17%2026-03-312026-05-15

IGV ISHARES TR9.4K shares-5.54%2026-03-312026-05-15

IXG ISHARES TR6.5K shares10.68%2026-03-312026-05-15

TXN TEXAS INSTRS INC3.7K shares0.08%2026-03-312026-05-15

Sponsored

USB US BANCORP13.6K shares-0.09%2026-03-312026-05-15

VRSK VERISK ANALYTICS INC3.6K shares0.00%2026-03-312026-05-15

CMCSA COMCAST CORP NEW23.4K shares3.97%2026-03-312026-05-15

KEYS KEYSIGHT TECHNOLOGIES INC2.3K shares1.30%2026-03-312026-05-15

ZBH ZIMMER BIOMET HOLDINGS INC7.3K shares-56.62%2026-03-312026-05-15

ARM ARM HOLDINGS PLC4.2K shares-21.01%2026-03-312026-05-15

TGT TARGET CORP5.2K shares-6.75%2026-03-312026-05-15

INTC INTEL CORP14.3K shares-23.52%2026-03-312026-05-15

Sponsored

XAR SPDR SERIES TRUST2.5K shares0.00%2026-03-312026-05-15

SYK STRYKER CORPORATION1.9K shares1.72%2026-03-312026-05-15

FTEC FIDELITY COVINGTON TRUST2.9K shares-1.41%2026-03-312026-05-15

EFA ISHARES TR6.3K shares55.97%2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP9.6K shares-6.58%2026-03-312026-05-15

XEL XCEL ENERGY INC7.5K shares1.89%2026-03-312026-05-15

VO VANGUARD INDEX FDS2.1K shares-84.85%2026-03-312026-05-15

A AGILENT TECHNOLOGIES INC5.2K shares-2.05%2026-03-312026-05-15

Sponsored

APPF APPFOLIO INC3.7K shares-81.12%2026-03-312026-05-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.8K shares-12.46%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP2.1K shares4.93%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL16.8K shares-7.47%2026-03-312026-05-15

AFL AFLAC INC5.1K shares0.57%2026-03-312026-05-15

PFF ISHARES TR18.4K shares-9.63%2026-03-312026-05-15

SRE SEMPRA5.7K shares-5.51%2026-03-312026-05-15

VB VANGUARD INDEX FDS2.1K shares-66.99%2026-03-312026-05-15

Sponsored

IXN ISHARES TR5.5K shares20.03%2026-03-312026-05-15

FAST FASTENAL CO11.8K shares-4.13%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC1.2K shares24.28%2026-03-312026-05-15

ES EVERSOURCE ENERGY7.7K shares-0.05%2026-03-312026-05-15

GRID FIRST TR EXCHANGE-TRADED FD3.3K shares44.78%2026-03-312026-05-15

BXSL BLACKSTONE SECD LENDING FD22.0K shares46.67%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC2.6K shares-5.99%2026-03-312026-05-15

BIIB BIOGEN INC2.8K shares0.14%2026-03-312026-05-15

Sponsored

MPWR MONOLITHIC PWR SYS INC467 shares2.19%2026-03-312026-05-15

LITE LUMENTUM HLDGS INC725 shares0.69%2026-03-312026-05-15

FCOM FIDELITY COVINGTON TRUST7.4K shares-13.36%2026-03-312026-05-15

PGR PROGRESSIVE CORP2.5K shares13.13%2026-03-312026-05-15

XYL XYLEM INC4.2K shares-2.22%2026-03-312026-05-15

LULU LULULEMON ATHLETICA INC3.3K shares-31.47%2026-03-312026-05-15

GSLC GOLDMAN SACHS ETF TR4.0K shares1.92%2026-03-312026-05-15

HUBBELL INC HUBBELL INC1.0K shares0.00%2026-03-312026-05-15

Sponsored

CIEN CIENA CORP1.3K shares0.80%2026-03-312026-05-15

NOW SERVICENOW INC4.6K shares-1.00%2026-03-312026-05-15

DLR DIGITAL RLTY TR INC2.7K shares-10.03%2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K shares0.00%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP2.6K shares0.57%2026-03-312026-05-15

SHEL SHELL PLC5.1K shares0.00%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC1.2K shares27.70%2026-03-312026-05-15

APH AMPHENOL CORP3.7K shares9.39%2026-03-312026-05-15

Sponsored

NSC NORFOLK SOUTHN CORP1.6K shares0.63%2026-03-312026-05-15

ADI ANALOG DEVICES INC1.4K sharesnew addition2026-03-312026-05-15

XBI SPDR SERIES TRUST3.5K shares88.53%2026-03-312026-05-15

IXJ ISHARES TR4.8K shares0.00%2026-03-312026-05-15

MASI MASIMO CORP2.5K shares0.00%2026-03-312026-05-15

NRG NRG ENERGY INC3.0K shares-7.84%2026-03-312026-05-15

IJR ISHARES TR3.6K shares0.00%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR9.1K shares17.80%2026-03-312026-05-15

Sponsored

BK BANK NEW YORK MELLON CORP3.7K shares11.21%2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION7.7K shares-3.12%2026-03-312026-05-15

IVE ISHARES TR2.0K shares0.00%2026-03-312026-05-15

VTV VANGUARD INDEX FDS2.1K shares72.22%2026-03-312026-05-15

ADM ARCHER DANIELS MIDLAND CO5.7K shares3.37%2026-03-312026-05-15

ATLASSIAN CORPORATION ATLASSIAN CORPORATION6.0K shares0.00%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.6K shares0.00%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC2.0K shares11.14%2026-03-312026-05-15

Sponsored

IHI ISHARES TR7.6K shares0.00%2026-03-312026-05-15

SPYG SPDR SERIES TRUST4.1K shares109.50%2026-03-312026-05-15

ETFS GOLD TR ETFS GOLD TR8.8K shares0.00%2026-03-312026-05-15

KKR & CO INC KKR & CO INC4.3K shares0.76%2026-03-312026-05-15

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO7.5K shares0.00%2026-03-312026-05-15

DON WISDOMTREE TR7.5K shares0.05%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC2.4K shares-0.29%2026-03-312026-05-15

TRGP TARGA RES CORP1.6K sharesnew addition2026-03-312026-05-15

Sponsored

COIN COINBASE GLOBAL INC2.2K shares5.40%2026-03-312026-05-15

EQT CORP EQT CORP6.0K shares6.27%2026-03-312026-05-15

ENB ENBRIDGE INC7.0K shares0.00%2026-03-312026-05-15

DKS DICKS SPORTING GOODS INC1.9K shares0.00%2026-03-312026-05-15

HSY HERSHEY CO1.8K shares41.15%2026-03-312026-05-15

CRCL CIRCLE INTERNET GROUP INC3.9K shares17.17%2026-03-312026-05-15

INTU INTUIT852 shares-3.40%2026-03-312026-05-15

BWXT BWX TECHNOLOGIES INC1.8K shares0.00%2026-03-312026-05-15

Sponsored

ERTH INVESCO EXCHANGE TRADED FD T7.7K shares0.01%2026-03-312026-05-15

IWB ISHARES TR1.0K shares0.00%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F4.4K shares0.00%2026-03-312026-05-15

IJK ISHARES TR3.5K shares0.00%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC6.1K shares52.34%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP1.3K shares-14.36%2026-03-312026-05-15

KRE SPDR SERIES TRUST5.3K shares39.48%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP510 shares10.39%2026-03-312026-05-15

Sponsored

UBER UBER TECHNOLOGIES INC4.8K shares9.52%2026-03-312026-05-15

FNDA SCHWAB STRATEGIC TR10.7K shares0.00%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF8.9K shares8.74%2026-03-312026-05-15

PSA PUBLIC STORAGE OPER CO1.3K shares-4.46%2026-03-312026-05-15

MNDY MONDAY COM LTD4.9K shares0.00%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD1.7K shares0.00%2026-03-312026-05-15

ASML ASML HLDG NV257 shares4.47%2026-03-312026-05-15

ED CONSOLIDATED EDISON INC3.0K shares0.75%2026-03-312026-05-15

Sponsored

OKE ONEOK INC NEW3.7K shares1.81%2026-03-312026-05-15

HACK AMPLIFY ETF TR4.4K shares1.24%2026-03-312026-05-15

CTRA COTERRA ENERGY INC9.4K shares1.52%2026-03-312026-05-15

EVRG EVERGY INC4.0K shares-7.40%2026-03-312026-05-15

WELL WELLTOWER INC1.6K shares-1.79%2026-03-312026-05-15

FSLR FIRST SOLAR INC1.6K shares-29.90%2026-03-312026-05-15

ST SENSATA TECHNOLOGIES HLDG PL9.0K sharesnew addition2026-03-312026-05-15

IYJ ISHARES TR2.1K shares0.00%2026-03-312026-05-15

Sponsored

OXY OCCIDENTAL PETE CORP4.8K shares-6.88%2026-03-312026-05-15

DDOG DATADOG INC2.7K sharesnew addition2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC1.6K sharesnew addition2026-03-312026-05-15

IYT ISHARES TR4.1K shares0.00%2026-03-312026-05-15

SCHK SCHWAB STRATEGIC TR9.7K shares0.00%2026-03-312026-05-15

ESS ESSEX PPTY TR INC1.2K shares0.00%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE3.3K shares0.00%2026-03-312026-05-15

PPH VANECK ETF TRUST2.9K shares0.00%2026-03-312026-05-15

Sponsored

CHAT TIDAL TRUST II4.8K shares1.91%2026-03-312026-05-15

GM GENERAL MTRS CO3.9K shares12.12%2026-03-312026-05-15

CSX CSX CORP7.1K shares1.38%2026-03-312026-05-15

IHF ISHARES TR7.0K shares0.00%2026-03-312026-05-15

AJG GALLAGHER ARTHUR J & CO1.3K shares16.77%2026-03-312026-05-15

KXI ISHARES TR4.3K shares2.94%2026-03-312026-05-15

USMV ISHARES TR3.0K shares0.00%2026-03-312026-05-15

BP BP PLC6.0K shares0.00%2026-03-312026-05-15

Sponsored

SNPS SYNOPSYS INC700 shares0.00%2026-03-312026-05-15

CME CME GROUP INC936 shares8.46%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR8.9K shares17.44%2026-03-312026-05-15

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW2.5K shares-7.45%2026-03-312026-05-15

IEV ISHARES TR3.9K shares0.00%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.5K shares0.00%2026-03-312026-05-15

RY ROYAL BK CDA1.6K shares0.00%2026-03-312026-05-15

TER TERADYNE INC828 sharesnew addition2026-03-312026-05-15

Sponsored

SU SUNCOR ENERGY INC NEW3.7K sharesnew addition2026-03-312026-05-15

BMRC BANK OF MARIN BANCORP9.2K shares0.00%2026-03-312026-05-15

PHO INVESCO EXCHANGE TRADED FD T3.5K shares0.00%2026-03-312026-05-15

FNCL FIDELITY COVINGTON TRUST3.3K shares-12.14%2026-03-312026-05-15

STT STATE STR CORP1.8K shares3.08%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC1.6K shares35.31%2026-03-312026-05-15

DOV DOVER CORP1.1K shares-29.65%2026-03-312026-05-15

AMP AMERIPRISE FINL INC513 shares1.99%2026-03-312026-05-15

Sponsored

SHOP SHOPIFY INC1.9K shares-4.97%2026-03-312026-05-15

TD TORONTO DOMINION BK ONT2.4K shares-13.24%2026-03-312026-05-15

IYH ISHARES TR3.6K shares0.00%2026-03-312026-05-15

TM TOYOTA MOTOR CORP1.1K shares-8.87%2026-03-312026-05-15

MGK VANGUARD WORLD FD609 shares0.00%2026-03-312026-05-15

F FORD MTR CO19.0K shares14.00%2026-03-312026-05-15

PAYX PAYCHEX INC2.4K shares-4.49%2026-03-312026-05-15

VBK VANGUARD INDEX FDS725 sharesnew addition2026-03-312026-05-15

Sponsored

BDX BECTON DICKINSON & CO1.4K shares6.67%2026-03-312026-05-15

IJJ ISHARES TR1.6K sharesnew addition2026-03-312026-05-15

ROK ROCKWELL AUTOMATION INC608 shares17.60%2026-03-312026-05-15

BEP BROOKFIELD RENEWABLE ENERGY6.6K sharesnew addition2026-03-312026-05-15

AMT AMERICAN TOWER CORP1.3K shares-34.05%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II8.0K shares0.00%2026-03-312026-05-15

IDXX IDEXX LABS INC381 shares1.06%2026-03-312026-05-15

FHLC FIDELITY COVINGTON TRUST3.0K shares-6.13%2026-03-312026-05-15

Sponsored

AON PLC AON PLC651 shares6.20%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K shares-0.41%2026-03-312026-05-15

CM CANADIAN IMPERIAL BANK OF CO2.2K sharesnew addition2026-03-312026-05-15

PCAR PACCAR INC1.8K sharesnew addition2026-03-312026-05-15

CENCORA INC CENCORA INC651 shares1.40%2026-03-312026-05-15

AWK AMERICAN WTR WKS CO INC NEW1.5K sharesnew addition2026-03-312026-05-15

QQQE DIREXION SHARES ETF TRUST2.1K shares-7.01%2026-03-312026-05-15

CX CEMEX SA EURO MTN BE 144A10.1K shares0.00%2026-03-312026-05-15

Sponsored

GGB GERDAU SA14.6K shares0.00%2026-03-312026-05-15

AAPL

APPLE INC

-2.53%

Shares839.8K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

0.38%

Shares1.3M

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-2.22%

Shares112.4K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-3.02%

Shares289.5K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-0.76%

Shares270.3K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-1.30%

Shares557.4K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-1.42%

Shares329.1K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

2.49%

Shares224.8K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

0.20%

Shares314.6K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

0.44%

Shares370.1K

Event2026-03-31

Filed2026-05-15

XLC

SELECT SECTOR SPDR TR

-6.57%

Shares498.0K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

1.47%

Shares496.2K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

-6.73%

Shares76.4K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

-1.42%

Shares326.6K

Event2026-03-31

Filed2026-05-15

VISA INC

-0.18%

Shares151.4K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-1.33%

Shares186.3K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-0.48%

Shares136.6K

Event2026-03-31

Filed2026-05-15

VOX

VANGUARD WORLD FD

-8.46%

Shares248.0K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

6.55%

Shares273.7K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

-2.41%

Shares185.1K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

1.93%

Shares860.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-1.51%

Shares145.8K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

-1.73%

Shares646.5K

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES PLC

-2.19%

Shares94.6K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-0.69%

Shares49.3K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

0.68%

Shares59.1K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-0.03%

Shares104.3K

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

-0.48%

Shares407.8K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

-2.07%

Shares353.6K

Event2026-03-31

Filed2026-05-15

VCR

VANGUARD WORLD FD

0.24%

Shares86.5K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-0.31%

Shares87.3K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-12.77%

Shares146.9K

Event2026-03-31

Filed2026-05-15

VIS

VANGUARD WORLD FD

0.21%

Shares86.8K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-3.94%

Shares175.3K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-15.98%

Shares37.3K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

-1.50%

Shares209.2K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-0.53%

Shares75.8K

Event2026-03-31

Filed2026-05-15

VFH

VANGUARD WORLD FD

-4.74%

Shares193.5K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-3.22%

Shares24.2K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

-1.60%

Shares14.8K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

-1.64%

Shares85.0K

Event2026-03-31

Filed2026-05-15

CSL

CARLISLE COS INC

-0.07%

Shares58.4K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

4.37%

Shares62.1K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

-3.95%

Shares67.9K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

0.73%

Shares76.8K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-4.55%

Shares320.0K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-2.26%

Shares43.5K

Event2026-03-31

Filed2026-05-15

SCCO

SOUTHERN COPPER CORP

7.43%

Shares86.1K

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD WORLD FD

-3.18%

Shares53.6K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

2.76%

Shares29.1K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

7.56%

Shares299.7K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

0.06%

Shares92.7K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-11.30%

Shares129.1K

Event2026-03-31

Filed2026-05-15

VDC

VANGUARD WORLD FD

-1.01%

Shares57.7K

Event2026-03-31

Filed2026-05-15

WFC-PL

WELLS FARGO & CO

-3.97%

Shares11.1K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

-4.50%

Shares65.3K

Event2026-03-31

Filed2026-05-15

SOXX

ISHARES TR

-0.54%

Shares35.9K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

-1.07%

Shares231.6K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS I

-4.23%

Shares39.9K

Event2026-03-31

Filed2026-05-15

NLR

VANECK ETF TRUST

53.40%

Shares86.0K

Event2026-03-31

Filed2026-05-15

REALTY INCOME CORP

-3.08%

Shares187.0K

Event2026-03-31

Filed2026-05-15

XLB

SELECT SECTOR SPDR TR

3.67%

Shares223.8K

Event2026-03-31

Filed2026-05-15

VAW

VANGUARD WORLD FD

15.11%

Shares42.5K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

0.04%

Shares93.3K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-5.99%

Shares97.8K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-0.86%

Shares37.0K

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC

-0.55%

Shares25.3K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

-3.07%

Shares14.0K

Event2026-03-31

Filed2026-05-15

VDE

VANGUARD WORLD FD

-6.09%

Shares49.8K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

8.44%

Shares22.5K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

0.02%

Shares52.8K

Event2026-03-31

Filed2026-05-15

LABCORP HOLDINGS INC

-5.26%

Shares29.6K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

1.47%

Shares99.4K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-1.07%

Shares11.8K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

-10.73%

Shares84.3K

Event2026-03-31

Filed2026-05-15

CURTISS WRIGHT CORP

1.53%

Shares10.4K

Event2026-03-31

Filed2026-05-15

VPU

VANGUARD WORLD FD

-2.65%

Shares35.6K

Event2026-03-31

Filed2026-05-15

LINDE PLC

0.96%

Shares14.1K

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY-CLARK CORP

-5.52%

Shares72.2K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

0.20%

Shares19.6K

Event2026-03-31

Filed2026-05-15

ROST

ROSS STORES INC

-2.22%

Shares30.9K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-0.16%

Shares53.7K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

-1.48%

Shares46.2K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

-0.06%

Shares17.3K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

0.15%

Shares233.3K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

3.05%

Shares32.7K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

3.70%

Shares6.5K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

1.20%

Shares16.7K

Event2026-03-31

Filed2026-05-15

XLRE

SELECT SECTOR SPDR TR

-2.44%

Shares133.3K

Event2026-03-31

Filed2026-05-15

PEG

PUBLIC SVC ENTERPRISE GROUP

-2.01%

Shares66.0K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

1.79%

Shares14.2K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

-3.62%

Shares163.7K

Event2026-03-31

Filed2026-05-15

GPC

GENUINE PARTS CO

-11.04%

Shares46.0K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

-8.63%

Shares16.3K

Event2026-03-31

Filed2026-05-15

FDIS

FIDELITY COVINGTON TRUST

0.08%

Shares50.7K

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP

-6.61%

Shares26.7K

Event2026-03-31

Filed2026-05-15

DEERE & CO

2.18%

Shares8.0K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

14.21%

Shares10.4K

Event2026-03-31

Filed2026-05-15

FENY

FIDELITY COVINGTON TRUST

-15.36%

Shares132.0K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-3.02%

Shares34.3K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

-11.90%

Shares10.1K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

-7.36%

Shares50.3K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

0.32%

Shares9.8K

Event2026-03-31

Filed2026-05-15