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The Analysis of Kendall Capital Management's Holdings & P&L

Currently, Kendall Capital Management holds 231 types of securities in its portfolio with a total value $488.0M. In the most recent quarter, they have increased their positions in TMSL (+49.2K shares, valued at $1.8M), LLY (+1.4K shares, valued at $1.3M), VEU (+10.5K shares, valued at $785.0K); decreased their positions in VSEC (-8.7K shares, valued at $1.6M), EQH (-20.8K shares, valued at $773.6K), N/A (-24.2K shares, valued at $464.8K); initiated new positions in LLY (+1.4K shares, valued at $1.3M), N/A (+4.0K shares, valued at $784.1K), GPN (+6.5K shares, valued at $438.7K).

1M P&L

+21.8M+3.87%

3M P&L

-39.3M-6.31%

HY P&L

+21.4M+3.81%

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/A176.8M

40.2%

2Asset Management18.7M

4.2%

3Drug Manufacturers - General16.6M

3.8%

Top Industries by Stock Count

1N/A49 stocks

22.9%

2Drug Manufacturers - General10 stocks

4.7%

3Asset Management8 stocks

3.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TMSL T. Rowe Price Small-Mid Cap ETF741.3K shares7.11%2026-03-312026-04-24

SMMD iShares Russell 2500 ETF354.9K shares0.59%2026-03-312026-04-24

JIRE JPMorgan International Research Enhanced Equity ETF334.7K shares2.90%2026-03-312026-04-24

Broadcom Inc Broadcom Inc44.8K shares-2.47%2026-03-312026-04-24

VUG Vanguard Growth Index Fund ETF30.5K shares4.87%2026-03-312026-04-24

VWO Vanguard Emerging Markets Stock ETF231.5K shares6.26%2026-03-312026-04-24

JPST JPMorgan Ultra-Short Income ETF230.9K shares5.25%2026-03-312026-04-24

DELL Dell Technologies Inc63.9K shares6.60%2026-03-312026-04-24

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AVT Avnet Inc168.9K shares3.19%2026-03-312026-04-24

KLAC KLA Corp5.7K shares-3.19%2026-03-312026-04-24

OMC Omnicom Group Inc102.1K shares6.18%2026-03-312026-04-24

VV Vanguard Large-Cap ETF22.1K shares0.02%2026-03-312026-04-24

VSEC VSE Corp35.2K shares-19.76%2026-03-312026-04-24

HPE Hewlett Packard Enterprise Co251.8K shares-0.18%2026-03-312026-04-24

VCTR Victory Capital Holdings Inc88.9K shares-0.42%2026-03-312026-04-24

Celestica Inc Celestica Inc20.6K shares-4.77%2026-03-312026-04-24

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VO Vanguard Mid-Cap ETF20.1K shares0.06%2026-03-312026-04-24

Alphabet Inc A Alphabet Inc A19.0K shares-2.19%2026-03-312026-04-24

FHI Federated Hermes Inc96.4K shares9.97%2026-03-312026-04-24

ABBV Abbvie Inc24.9K shares0.11%2026-03-312026-04-24

Cencora Inc Cencora Inc17.2K shares-0.83%2026-03-312026-04-24

AAPL Apple Inc21.1K shares0.18%2026-03-312026-04-24

NXST Nexstar Media Group Inc29.0K shares1.97%2026-03-312026-04-24

TDTF FlexShares iBoxx 5-Yr Target Duration TIPS Index193.7K shares5.06%2026-03-312026-04-24

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VTI Vanguard Total Stock Market ETF14.3K shares0.57%2026-03-312026-04-24

CSGS CSG Systems International Inc55.4K shares-7.72%2026-03-312026-04-24

CMRE Costamare Inc257.7K shares0.96%2026-03-312026-04-24

CMI Cummins Inc7.9K shares-0.31%2026-03-312026-04-24

Gen Digital Inc Gen Digital Inc203.5K shares4.64%2026-03-312026-04-24

BMY Bristol-Myers Squibb Co61.6K shares8.40%2026-03-312026-04-24

UTHR United Therapeutics Corp6.3K shares-4.24%2026-03-312026-04-24

EQH Equitable Holdings Inc99.9K shares-17.27%2026-03-312026-04-24

Sponsored

VTV Vanguard Value Index Fund ETF18.9K shares16.73%2026-03-312026-04-24

JXN Jackson Financial Inc34.3K shares-3.43%2026-03-312026-04-24

ARW Arrow Electronics Inc25.2K shares-0.69%2026-03-312026-04-24

VEU Vanguard FTSE All-World ex-US ETF47.1K shares28.48%2026-03-312026-04-24

NVDA Nvidia Corp20.0K shares7.85%2026-03-312026-04-24

MA Mastercard Inc7.0K shares2.68%2026-03-312026-04-24

WLY John Wiley & Sons Inc Class A90.0K shares1.98%2026-03-312026-04-24

ACMR ACM Research Inc83.1K shares-1.29%2026-03-312026-04-24

Sponsored

CDW CDW Corp26.9K shares-2.88%2026-03-312026-04-24

BWA BorgWarner Inc57.1K shares16.40%2026-03-312026-04-24

EXPE Expedia Group Inc12.9K shares-0.99%2026-03-312026-04-24

MCK McKesson Corp3.3K shares2.25%2026-03-312026-04-24

TNL Travel and Leisure Co41.4K shares11.95%2026-03-312026-04-24

R Ryder System Inc13.8K shares-5.78%2026-03-312026-04-24

VTRS Viatris Inc207.6K shares-0.94%2026-03-312026-04-24

IWC iShares Micro-Cap ETF17.4K shares1.23%2026-03-312026-04-24

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VVX V2X Inc37.1K shares19.28%2026-03-312026-04-24

Accenture Plc Accenture Plc12.7K shares7.11%2026-03-312026-04-24

CBOE Cboe Global Markets Inc8.8K shares-0.17%2026-03-312026-04-24

CALM Cal-Maine Foods Inc30.9K shares-0.73%2026-03-312026-04-24

UNM Unum Group33.3K shares-9.79%2026-03-312026-04-24

Glaxosmithkline Plc Glaxosmithkline Plc43.8K shares4.31%2026-03-312026-04-24

Merck & Co Inc Merck & Co Inc19.8K shares5.18%2026-03-312026-04-24

LRN Stride Inc25.6K shares3.13%2026-03-312026-04-24

Sponsored

HRB H&R Block Inc65.4K shares-7.58%2026-03-312026-04-24

ORLY O'Reilly Automotive Inc22.0K shares-3.99%2026-03-312026-04-24

META Meta Platforms Inc3.5K shares-0.63%2026-03-312026-04-24

FDM First Trust Dow Jones Select MicroCap Index ETF24.3K shares9.45%2026-03-312026-04-24

JNJ Johnson & Johnson8.1K shares9.00%2026-03-312026-04-24

PR Permian Resources Corp92.0K shares17.19%2026-03-312026-04-24

TPR Tapestry Inc13.8K shares-2.54%2026-03-312026-04-24

MAR Marriott International Inc5.8K shares2.10%2026-03-312026-04-24

Sponsored

HP Inc HP Inc97.7K shares-19.86%2026-03-312026-04-24

AAMI Acadian Asset Management Inc34.5K shares6.82%2026-03-312026-04-24

ALSN Allison Transmission Holdings Inc15.8K shares-5.49%2026-03-312026-04-24

PLAB Photronics Inc45.8K shares-1.32%2026-03-312026-04-24

CSCO Cisco Systems Inc23.3K shares-0.21%2026-03-312026-04-24

UGI UGI Corp49.0K shares17.48%2026-03-312026-04-24

JAZZ Jazz Pharmaceutical PLC9.3K shares12.52%2026-03-312026-04-24

HCA HCA Healthcare Inc3.7K shares-5.12%2026-03-312026-04-24

Sponsored

QCOM Qualcomm Inc13.6K shares10.20%2026-03-312026-04-24

GRBK Green Brick Partners Inc27.0K shares11.29%2026-03-312026-04-24

PSMT Pricesmart Inc11.3K shares-3.26%2026-03-312026-04-24

CBNK Capital Bancorp Inc56.0K shares-6.73%2026-03-312026-04-24

REGN Regeneron Pharmaceuticals Inc2.1K shares-0.42%2026-03-312026-04-24

URI United Rentals Inc2.2K shares-3.70%2026-03-312026-04-24

FIHL Fidelis Insurance Holdings83.3K shares6.54%2026-03-312026-04-24

GLDM SPDR Gold MiniShares Trust17.1K shares-1.00%2026-03-312026-04-24

Sponsored

CRUS Cirrus Logic Inc10.8K shares1.91%2026-03-312026-04-24

AN Autonation Inc8.0K shares-4.32%2026-03-312026-04-24

VB Vanguard Small-Cap ETF5.9K shares0.00%2026-03-312026-04-24

TMHC Taylor Morrison Home Corp26.6K shares1.18%2026-03-312026-04-24

NFG National Fuel Gas Co16.1K shares5.24%2026-03-312026-04-24

IWB iShares Russell 1000 ETF4.2K shares0.00%2026-03-312026-04-24

IEFA iShares Core MSCI EAFE ETF16.2K shares0.00%2026-03-312026-04-24

TNK Teekay Tankers Ltd19.8K shares-0.72%2026-03-312026-04-24

Sponsored

VLO Valero Energy Corp5.7K shares-1.31%2026-03-312026-04-24

CBRE CBRE Group Inc10.1K shares-7.22%2026-03-312026-04-24

SLYV SPDR S&P 600 Small Cap Value ETF14.0K shares0.00%2026-03-312026-04-24

RITM Rithm Capital Corp137.8K shares-4.80%2026-03-312026-04-24

LLY Eli Lilly And Company1.4K sharesnew addition2026-03-312026-04-24

MSFT Microsoft Corp3.5K shares7.30%2026-03-312026-04-24

XSMO Invesco S&P SmallCap Momentum ETF17.0K shares0.00%2026-03-312026-04-24

ISCG iShares Morningstar Small-Cap Growth ETF23.5K shares0.00%2026-03-312026-04-24

Sponsored

PFE Pfizer Inc45.5K shares9.67%2026-03-312026-04-24

UPBD Upbound Group Inc70.7K shares8.99%2026-03-312026-04-24

GUNR FlexShares Global Upstream Natural Resources Index ETF23.1K shares-3.86%2026-03-312026-04-24

TAP Molson Coors Beverages Co Class B29.4K shares-6.18%2026-03-312026-04-24

Corpay Inc Corpay Inc4.3K shares-5.26%2026-03-312026-04-24

DLX Deluxe Corp45.5K shares70.53%2026-03-312026-04-24

F Ford Motor Co106.8K shares11.04%2026-03-312026-04-24

LEA Lear Corp10.1K shares2.10%2026-03-312026-04-24

Sponsored

PKW PowerShares Buyback Achievers ETF9.3K shares14.64%2026-03-312026-04-24

LDOS Leidos Holdings Inc7.7K shares15.78%2026-03-312026-04-24

GILD Gilead Sciences Inc8.6K shares-0.98%2026-03-312026-04-24

VT Vanguard Total World Stock ETF8.5K shares-2.53%2026-03-312026-04-24

FMDE Fidelity Enhanced Mid Cap ETF32.0K shares193.92%2026-03-312026-04-24

HG Hamilton Insurance Group Ltd37.8K shares1.79%2026-03-312026-04-24

TDW Tidewater Inc13.3K shares33.00%2026-03-312026-04-24

MEDP Medpace Holdings Inc2.3K shares-6.31%2026-03-312026-04-24

Sponsored

PAG Penske Automotive Group Inc7.4K shares-0.14%2026-03-312026-04-24

IWR iShares Russell Mid Cap ETF11.0K shares0.00%2026-03-312026-04-24

AMGN Amgen Inc3.0K shares-0.03%2026-03-312026-04-24

REZ iShares Residential and Multi Real Estate ETF12.5K shares5.18%2026-03-312026-04-24

BHF Brighthouse Financial Inc17.4K shares-1.69%2026-03-312026-04-24

SLM SLM Corp48.5K shares-1.42%2026-03-312026-04-24

AMG Affiliated Managers Group Inc3.7K shares2.64%2026-03-312026-04-24

ENVA Enova International Inc7.1K shares25.78%2026-03-312026-04-24

Sponsored

QSR Restaurant Brands International Inc12.9K shares2.87%2026-03-312026-04-24

IBM International Business Machine Corp3.6K shares12.48%2026-03-312026-04-24

ACI Albertsons Companies Inc51.1K shares7.91%2026-03-312026-04-24

TBBK Bancorp Inc16.2K shares-0.15%2026-03-312026-04-24

OMF Onemain Holdings Inc16.1K shares16.90%2026-03-312026-04-24

MO Altria Group Inc12.9K shares6.59%2026-03-312026-04-24

MLI Mueller Industries Inc7.5K shares-2.58%2026-03-312026-04-24

INCY Incyte Corp.8.8K shares9.65%2026-03-312026-04-24

Sponsored

IJT iShares S&P Small-Cap 600 Growth ETF5.7K shares6.32%2026-03-312026-04-24

INVA Innoviva Inc35.3K shares13.47%2026-03-312026-04-24

AstraZeneca plc AstraZeneca plc4.0K sharesnew addition2026-03-312026-04-24

ADEA Adeia Inc32.4K shares-1.78%2026-03-312026-04-24

SANM Sanmina Corp5.9K shares-0.84%2026-03-312026-04-24

Lam Research Corp Lam Research Corp3.6K shares-2.19%2026-03-312026-04-24

IT Gartner Inc4.8K shares-7.98%2026-03-312026-04-24

STZ Constellation Brands, Inc.5.0K shares38.50%2026-03-312026-04-24

Sponsored

THC Tenet Healthcare Corp4.0K shares-2.47%2026-03-312026-04-24

SFM Sprouts Farmers Market Inc9.6K shares-2.87%2026-03-312026-04-24

IJS iShares S&P Small-Cap 600 Value ETF6.3K shares0.00%2026-03-312026-04-24

Bunge Global SA Bunge Global SA5.8K shares-3.64%2026-03-312026-04-24

COF Capital One Financial Corp3.9K shares-3.72%2026-03-312026-04-24

VOE Vanguard Mid Value Index Fund ETF3.7K shares-19.57%2026-03-312026-04-24

VST Vistra Energy Corp4.4K shares-10.20%2026-03-312026-04-24

ATGE Adtalem Global Education Inc5.7K shares61.04%2026-03-312026-04-24

Sponsored

GPI Group 1 Automotive Inc1.9K shares-1.30%2026-03-312026-04-24

KHC Kraft Heinz Co27.1K shares-13.27%2026-03-312026-04-24

MUNI PIMCO Intermediate Municipal Bd Actv ETF11.6K shares0.00%2026-03-312026-04-24

XLK Technology Select Sector SPDR ETF4.4K shares-0.09%2026-03-312026-04-24

NOMD Nomad Foods Ltd61.1K shares7.70%2026-03-312026-04-24

FI Fiserv Inc10.3K shares-3.52%2026-03-312026-04-24

IWF iShares Russell 1000 Growth ETF1.3K shares-0.75%2026-03-312026-04-24

LNC Lincoln National Corporation15.9K shares0.03%2026-03-312026-04-24

Sponsored

COLL Collegium Pharmaceutical Inc16.3K shares-1.96%2026-03-312026-04-24

TXN Texas Instruments Inc2.8K shares-1.43%2026-03-312026-04-24

SPGI S&P Global Inc1.2K shares-1.59%2026-03-312026-04-24

MGA Magna International Inc9.4K shares2.17%2026-03-312026-04-24

NSC Norfolk Southern Corp1.8K shares-18.25%2026-03-312026-04-24

Apollo Global Management Inc Apollo Global Management Inc4.5K shares-6.38%2026-03-312026-04-24

XOM Exxon Mobil Corp3.0K shares-6.74%2026-03-312026-04-24

UAL United Continental Holdings Inc5.4K shares-16.78%2026-03-312026-04-24

Sponsored

VEA Vanguard FTSE Developed Mkts ETF7.6K shares-7.85%2026-03-312026-04-24

CMCSA Comcast Corp16.2K shares17.68%2026-03-312026-04-24

LHX L3Harris Technologies Inc1.3K shares-3.94%2026-03-312026-04-24

IVZ Invesco Limited18.9K shares-2.07%2026-03-312026-04-24

JPM JPMorgan Chase & Co1.6K shares-3.16%2026-03-312026-04-24

CVX Chevron Corp2.1K shares3.39%2026-03-312026-04-24

RDN Radian Group Inc13.3K shares0.00%2026-03-312026-04-24

AMRX Amneal Pharmaceuticals Inc35.3K shares3.06%2026-03-312026-04-24

Sponsored

GPN Global Payments Inc6.5K sharesnew addition2026-03-312026-04-24

SJM J M Smucker Co4.5K shares0.00%2026-03-312026-04-24

TKO TKO Group Holdings Inc2.1K shares-4.48%2026-03-312026-04-24

WMT Wal-Mart Stores Inc3.4K shares-10.41%2026-03-312026-04-24

CACI CACI International Inc769 shares-3.75%2026-03-312026-04-24

HCC Warrior Met Coal Inc4.5K shares-9.21%2026-03-312026-04-24

PEP PepsiCo Inc2.5K sharesnew addition2026-03-312026-04-24

CAT Caterpillar Inc520 shares-2.99%2026-03-312026-04-24

Sponsored

FIS Fidelity National Information Services Inc7.8K shares-15.68%2026-03-312026-04-24

IWL iShares Russell Top 200 ETF2.2K shares-2.84%2026-03-312026-04-24

DTD WisdomTree US Total Dividend ETF4.1K shares0.00%2026-03-312026-04-24

NVS Novartis AG2.3K shares0.00%2026-03-312026-04-24

QUAL iShares MSCI USA Quality Factor ETF1.8K shares0.00%2026-03-312026-04-24

CAH Cardinal Health Inc1.6K shares-15.40%2026-03-312026-04-24

VGSH Vanguard Short-Term Treasury ETF5.8K shares-15.26%2026-03-312026-04-24

SM SM Energy Co10.8K sharesnew addition2026-03-312026-04-24

Sponsored

IJR iShares Core S&P Small-Cap ETF2.7K shares0.49%2026-03-312026-04-24

KO Coca-Cola Co4.3K sharesnew addition2026-03-312026-04-24

MMS Maximus Inc5.1K shares47.55%2026-03-312026-04-24

Smithfield Foods Inc COM NPV Smithfield Foods Inc COM NPV11.1K shares19.09%2026-03-312026-04-24

ALL Allstate Corp1.5K sharesnew addition2026-03-312026-04-24

IVE iShares S&P 500 Value ETF1.4K shares0.00%2026-03-312026-04-24

EVR Evercore Inc995 shares34.46%2026-03-312026-04-24

IWP iShares Russell Mid Growth ETF2.3K shares0.00%2026-03-312026-04-24

Sponsored

OC Owens Corning2.7K shares-5.01%2026-03-312026-04-24

VECO Veeco Instruments Inc8.4K shares-7.65%2026-03-312026-04-24

ZD Ziff Davis Inc6.6K shares-2.79%2026-03-312026-04-24

PRGS Progress Software Corp10.7K shares-3.16%2026-03-312026-04-24

UNP Union Pacific Corp1.1K shares-8.08%2026-03-312026-04-24

CARS Cars.Com Inc33.1K shares-6.33%2026-03-312026-04-24

VOT Vanguard Mid-Cap Growth ETF1.0K shares0.00%2026-03-312026-04-24

PATK Patrick Industries Inc2.4K shares-14.26%2026-03-312026-04-24

Sponsored

CVS CVS Health Corp3.7K shares2.09%2026-03-312026-04-24

VNQ Vanguard Real Estate Index Fund ETF2.9K shares11.28%2026-03-312026-04-24

SYK Stryker Corp767 shares-6.12%2026-03-312026-04-24

Sinclair Inc Sinclair Inc19.4K shares-20.30%2026-03-312026-04-24

AZO Autozone Inc74 shares-6.33%2026-03-312026-04-24

CHRD Chord Energy Corp1.8K sharesnew addition2026-03-312026-04-24

IWM iShares Russell 2000 ETF987 shares-0.20%2026-03-312026-04-24

DHI DR Horton Inc1.8K shares-10.14%2026-03-312026-04-24

Sponsored

IMCG iShares Morningstar Mid-Cap Growth ETF3.1K shares0.07%2026-03-312026-04-24

VZ Verizon Communications4.7K sharesnew addition2026-03-312026-04-24

MAS Masco Corp3.9K shares0.00%2026-03-312026-04-24

V Visa Inc763 shares0.00%2026-03-312026-04-24

CCSI Consensus Cloud Solution9.6K shares0.00%2026-03-312026-04-24

KEX Kirby Corp1.7K sharesnew addition2026-03-312026-04-24

GBX Greenbrier Companies, Inc.4.3K shares-7.24%2026-03-312026-04-24

T AT&T Inc7.7K sharesnew addition2026-03-312026-04-24

Sponsored

VTEB Vanguard Tax-Exempt Bond Index ETF4.5K shares-13.06%2026-03-312026-04-24

AES AES Corp15.7K shares0.00%2026-03-312026-04-24

SNY Sanofi SA4.5K shares0.00%2026-03-312026-04-24

HRMY Harmony Biosciences Holdings Inc7.7K sharesnew addition2026-03-312026-04-24

SPYM SPDR Portfolio S&P 500 ETF2.8K shares0.00%2026-03-312026-04-24

FNDB Schwab Fundamental US Broad Market ETF7.7K shares0.00%2026-03-312026-04-24

TPL Texas Pacific Land Trust440 sharesnew addition2026-03-312026-04-24

DAR Darling Ingredients Inc3.4K sharesnew addition2026-03-312026-04-24

Sponsored

FSK FS KKR Capital Corp16.6K shares-11.58%2026-03-312026-04-24

GSBD Goldman Sachs BDC Inc16.1K shares0.00%2026-03-312026-04-24

WU Western Union Co15.3K shares0.00%2026-03-312026-04-24

VYX NCR Voyix Corp20.9K shares0.00%2026-03-312026-04-24

OGN Organon & Co15.2K shares-12.38%2026-03-312026-04-24

SVC Service Properties Trust19.9K shares-1.12%2026-03-312026-04-24

Basanite Inc Basanite Inc31.0K shares0.00%2026-03-312026-04-24

TMSL

T. Rowe Price Small-Mid Cap ETF

7.11%

Shares741.3K

Event2026-03-31

Filed2026-04-24

SMMD

iShares Russell 2500 ETF

0.59%

Shares354.9K

Event2026-03-31

Filed2026-04-24

JIRE

JPMorgan International Research Enhanced Equity ETF

2.90%

Shares334.7K

Event2026-03-31

Filed2026-04-24

Broadcom Inc

-2.47%

Shares44.8K

Event2026-03-31

Filed2026-04-24

VUG

Vanguard Growth Index Fund ETF

4.87%

Shares30.5K

Event2026-03-31

Filed2026-04-24

VWO

Vanguard Emerging Markets Stock ETF

6.26%

Shares231.5K

Event2026-03-31

Filed2026-04-24

JPST

JPMorgan Ultra-Short Income ETF

5.25%

Shares230.9K

Event2026-03-31

Filed2026-04-24

DELL

Dell Technologies Inc

6.60%

Shares63.9K

Event2026-03-31

Filed2026-04-24

AVT

Avnet Inc

3.19%

Shares168.9K

Event2026-03-31

Filed2026-04-24

KLAC

KLA Corp

-3.19%

Shares5.7K

Event2026-03-31

Filed2026-04-24

OMC

Omnicom Group Inc

6.18%

Shares102.1K

Event2026-03-31

Filed2026-04-24

Vanguard Large-Cap ETF

0.02%

Shares22.1K

Event2026-03-31

Filed2026-04-24

VSEC

VSE Corp

-19.76%

Shares35.2K

Event2026-03-31

Filed2026-04-24

HPE

Hewlett Packard Enterprise Co

-0.18%

Shares251.8K

Event2026-03-31

Filed2026-04-24

VCTR

Victory Capital Holdings Inc

-0.42%

Shares88.9K

Event2026-03-31

Filed2026-04-24

Celestica Inc

-4.77%

Shares20.6K

Event2026-03-31

Filed2026-04-24

Vanguard Mid-Cap ETF

0.06%

Shares20.1K

Event2026-03-31

Filed2026-04-24

Alphabet Inc A

-2.19%

Shares19.0K

Event2026-03-31

Filed2026-04-24

FHI

Federated Hermes Inc

9.97%

Shares96.4K

Event2026-03-31

Filed2026-04-24

ABBV

Abbvie Inc

0.11%

Shares24.9K

Event2026-03-31

Filed2026-04-24

Cencora Inc

-0.83%

Shares17.2K

Event2026-03-31

Filed2026-04-24

AAPL

Apple Inc

0.18%

Shares21.1K

Event2026-03-31

Filed2026-04-24

NXST

Nexstar Media Group Inc

1.97%

Shares29.0K

Event2026-03-31

Filed2026-04-24

TDTF

FlexShares iBoxx 5-Yr Target Duration TIPS Index

5.06%

Shares193.7K

Event2026-03-31

Filed2026-04-24

VTI

Vanguard Total Stock Market ETF

0.57%

Shares14.3K

Event2026-03-31

Filed2026-04-24

CSGS

CSG Systems International Inc

-7.72%

Shares55.4K

Event2026-03-31

Filed2026-04-24

CMRE

Costamare Inc

0.96%

Shares257.7K

Event2026-03-31

Filed2026-04-24

CMI

Cummins Inc

-0.31%

Shares7.9K

Event2026-03-31

Filed2026-04-24

Gen Digital Inc

4.64%

Shares203.5K

Event2026-03-31

Filed2026-04-24

BMY

Bristol-Myers Squibb Co

8.40%

Shares61.6K

Event2026-03-31

Filed2026-04-24

UTHR

United Therapeutics Corp

-4.24%

Shares6.3K

Event2026-03-31

Filed2026-04-24

EQH

Equitable Holdings Inc

-17.27%

Shares99.9K

Event2026-03-31

Filed2026-04-24

VTV

Vanguard Value Index Fund ETF

16.73%

Shares18.9K

Event2026-03-31

Filed2026-04-24

JXN

Jackson Financial Inc

-3.43%

Shares34.3K

Event2026-03-31

Filed2026-04-24

ARW

Arrow Electronics Inc

-0.69%

Shares25.2K

Event2026-03-31

Filed2026-04-24

VEU

Vanguard FTSE All-World ex-US ETF

28.48%

Shares47.1K

Event2026-03-31

Filed2026-04-24

NVDA

Nvidia Corp

7.85%

Shares20.0K

Event2026-03-31

Filed2026-04-24

Mastercard Inc

2.68%

Shares7.0K

Event2026-03-31

Filed2026-04-24

WLY

John Wiley & Sons Inc Class A

1.98%

Shares90.0K

Event2026-03-31

Filed2026-04-24

ACMR

ACM Research Inc

-1.29%

Shares83.1K

Event2026-03-31

Filed2026-04-24

CDW

CDW Corp

-2.88%

Shares26.9K

Event2026-03-31

Filed2026-04-24

BWA

BorgWarner Inc

16.40%

Shares57.1K

Event2026-03-31

Filed2026-04-24

EXPE

Expedia Group Inc

-0.99%

Shares12.9K

Event2026-03-31

Filed2026-04-24

MCK

McKesson Corp

2.25%

Shares3.3K

Event2026-03-31

Filed2026-04-24

TNL

Travel and Leisure Co

11.95%

Shares41.4K

Event2026-03-31

Filed2026-04-24

Ryder System Inc

-5.78%

Shares13.8K

Event2026-03-31

Filed2026-04-24

VTRS

Viatris Inc

-0.94%

Shares207.6K

Event2026-03-31

Filed2026-04-24

IWC

iShares Micro-Cap ETF

1.23%

Shares17.4K

Event2026-03-31

Filed2026-04-24

VVX

V2X Inc

19.28%

Shares37.1K

Event2026-03-31

Filed2026-04-24

Accenture Plc

7.11%

Shares12.7K

Event2026-03-31

Filed2026-04-24

CBOE

Cboe Global Markets Inc

-0.17%

Shares8.8K

Event2026-03-31

Filed2026-04-24

CALM

Cal-Maine Foods Inc

-0.73%

Shares30.9K

Event2026-03-31

Filed2026-04-24

UNM

Unum Group

-9.79%

Shares33.3K

Event2026-03-31

Filed2026-04-24

Glaxosmithkline Plc

4.31%

Shares43.8K

Event2026-03-31

Filed2026-04-24

Merck & Co Inc

5.18%

Shares19.8K

Event2026-03-31

Filed2026-04-24

LRN

Stride Inc

3.13%

Shares25.6K

Event2026-03-31

Filed2026-04-24

HRB

H&R Block Inc

-7.58%

Shares65.4K

Event2026-03-31

Filed2026-04-24

ORLY

O'Reilly Automotive Inc

-3.99%

Shares22.0K

Event2026-03-31

Filed2026-04-24