Sponsored

The Analysis of Kesler, Norman & Wride, LLC's Holdings & P&L

Currently, Kesler, Norman & Wride, LLC holds 245 types of securities in its portfolio with a total value $580.7M. In the most recent quarter, they have increased their positions in FTSM (+25.3K shares, valued at $1.5M), IBDU (+49.9K shares, valued at $1.2M), TPR (+6.2K shares, valued at $871.9K); decreased their positions in SPY (-5.3K shares, valued at $3.4M), QQXT (-8.9K shares, valued at $868.3K), ICE (-3.6K shares, valued at $561.0K); initiated new positions in VPU (+4.0K shares, valued at $786.6K), WELL (+3.6K shares, valued at $717.3K), PTC (+4.8K shares, valued at $689.7K).

1M P&L

+11.0M+1.94%

3M P&L

-31.8M-5.23%

HY P&L

+1.6M+0.28%

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/A107.4M

21.0%

2Semiconductors34.7M

6.8%

3Software - Infrastructure26.0M

5.1%

Top Industries by Stock Count

1N/A67 stocks

30.0%

2Software - Application12 stocks

5.4%

3Software - Infrastructure11 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

KR KROGER CO264.9K shares0.00%2026-03-312026-05-06

AAPL APPLE INC68.5K shares-2.92%2026-03-312026-05-06

MSFT MICROSOFT CORP35.8K shares0.67%2026-03-312026-05-06

ADI ANALOG DEVICES INC37.9K shares1.66%2026-03-312026-05-06

BROADCOM INC BROADCOM INC33.5K shares-2.61%2026-03-312026-05-06

CENCORA INC CENCORA INC32.8K shares-1.45%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION10.3K shares-0.80%2026-03-312026-05-06

LHX L3HARRIS TECHNOLOGIES INC29.1K shares-0.73%2026-03-312026-05-06

Sponsored

NVDA NVIDIA CORPORATION55.8K shares-4.37%2026-03-312026-05-06

WMT WALMART INC77.3K shares-0.04%2026-03-312026-05-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP25.9K shares-0.19%2026-03-312026-05-06

PH PARKER-HANNIFIN CORP9.8K shares-0.01%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T13.4K shares-28.25%2026-03-312026-05-06

NFLX NETFLIX INC.89.9K shares1.26%2026-03-312026-05-06

CB CHUBB LTD SWITZ26.4K shares0.06%2026-03-312026-05-06

BLACKROCK INC BLACKROCK INC8.7K shares0.70%2026-03-312026-05-06

Sponsored

IBDR ISHARES TR338.6K shares0.41%2026-03-312026-05-06

CSCO CISCO SYS INC101.3K shares-0.16%2026-03-312026-05-06

LOW LOWES COS INC33.2K shares-4.21%2026-03-312026-05-06

AMGN AMGEN INC22.3K shares0.20%2026-03-312026-05-06

ICE INTERCONTINENTAL EXCHANGE IN49.6K shares-6.71%2026-03-312026-05-06

VGT VANGUARD WORLD FD10.8K shares-0.54%2026-03-312026-05-06

PSX PHILLIPS 6641.2K shares-0.15%2026-03-312026-05-06

IBDS ISHARES TR307.3K shares1.87%2026-03-312026-05-06

Sponsored

LMT LOCKHEED MARTIN CORP12.1K shares0.04%2026-03-312026-05-06

NEE NEXTERA ENERGY INC76.8K shares0.02%2026-03-312026-05-06

UNP UNION PAC CORP27.7K shares0.28%2026-03-312026-05-06

MA MASTERCARD INCORPORATED12.9K shares-0.22%2026-03-312026-05-06

FLOT ISHARES TR125.9K shares1.27%2026-03-312026-05-06

TAX EA SERIES TRUST230.9K shares-0.96%2026-03-312026-05-06

ALPHABET INC ALPHABET INC21.8K shares-3.29%2026-03-312026-05-06

XOM EXXON MOBIL CORP35.1K shares-3.30%2026-03-312026-05-06

Sponsored

PG PROCTER & GAMBLE CO40.9K shares-3.39%2026-03-312026-05-06

APD AIR PRODUCTS AND CHEMICALS I20.2K shares0.49%2026-03-312026-05-06

SYK STRYKER CORPORATION17.6K shares-0.37%2026-03-312026-05-06

JKHY HENRY JACK & ASSOC INC36.4K shares3.53%2026-03-312026-05-06

EMR EMERSON ELEC CO42.7K shares-0.32%2026-03-312026-05-06

TXN TEXAS INSTRS INC28.8K shares-3.52%2026-03-312026-05-06

ABT ABBOTT LABORATORIES54.4K shares0.86%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO17.1K shares5.94%2026-03-312026-05-06

Sponsored

IWLG NEW YORK LIFE INVTS ACTIVE E103.7K shares0.67%2026-03-312026-05-06

META META PLATFORMS INC8.4K shares1.61%2026-03-312026-05-06

LLY ELI LILLY & CO5.1K shares-0.46%2026-03-312026-05-06

V VISA INC15.5K shares1.33%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC22.9K shares7.54%2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC31.4K shares12.15%2026-03-312026-05-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND22.7K shares0.20%2026-03-312026-05-06

SYLD CAMBRIA ETF TR58.0K shares-0.25%2026-03-312026-05-06

Sponsored

IBDU ISHARES TR172.2K shares40.81%2026-03-312026-05-06

AMZN AMAZON COM INC19.1K shares-6.14%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.9K shares-0.58%2026-03-312026-05-06

ZTS ZOETIS INC31.9K shares7.56%2026-03-312026-05-06

APH AMPHENOL CORP29.2K shares-2.78%2026-03-312026-05-06

BITB BITWISE BITCOIN ETF TR100.0K shares-0.38%2026-03-312026-05-06

FYLD CAMBRIA ETF TR94.1K shares0.20%2026-03-312026-05-06

IBDT ISHARES TR137.2K shares2.76%2026-03-312026-05-06

Sponsored

INVESCO QQQ TR INVESCO QQQ TR5.4K shares0.00%2026-03-312026-05-06

FTSM FIRST TR EXCHANGE-TRADED FD49.3K shares105.10%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON11.9K shares-14.82%2026-03-312026-05-06

SPGI S&P GLOBAL INC5.7K shares-0.12%2026-03-312026-05-06

KLAC KLA CORP1.6K shares-8.67%2026-03-312026-05-06

NYT NEW YORK TIMES CO MTN BE28.5K shares-2.00%2026-03-312026-05-06

FTI TECHNIPFMC PLC34.2K shares-1.94%2026-03-312026-05-06

DDIV FIRST TR EXCHANGE TRADED FD57.8K shares0.13%2026-03-312026-05-06

Sponsored

MU MICRON TECHNOLOGY INC6.9K shares57.95%2026-03-312026-05-06

EYLD CAMBRIA ETF TR54.7K shares0.88%2026-03-312026-05-06

LINDE PLC LINDE PLC4.5K shares-0.18%2026-03-312026-05-06

HON HONEYWELL INTL INC9.4K shares-0.49%2026-03-312026-05-06

EA ELECTRONIC ARTS INC10.4K shares0.24%2026-03-312026-05-06

ARISTA NETWORKS INC ARISTA NETWORKS INC16.8K shares-2.55%2026-03-312026-05-06

MS MORGAN STANLEY12.5K shares3.44%2026-03-312026-05-06

PEP PEPSICO INC12.9K shares-0.51%2026-03-312026-05-06

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.3K shares33.37%2026-03-312026-05-06

AFL AFLAC INC17.7K shares0.35%2026-03-312026-05-06

ITW ILLINOIS TOOL WKS INC7.5K shares-0.59%2026-03-312026-05-06

O REALTY INCOME CORP31.1K shares1.01%2026-03-312026-05-06

BPOP POPULAR INC14.0K shares-0.04%2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS7.6K shares17.22%2026-03-312026-05-06

RTX RTX CORPORATION9.5K shares-2.92%2026-03-312026-05-06

GWW WW GRAINGER INC1.6K shares0.30%2026-03-312026-05-06

Sponsored

DFAW DIMENSIONAL ETF TRUST23.9K shares3.75%2026-03-312026-05-06

ECL ECOLAB INC6.4K shares0.14%2026-03-312026-05-06

BKR BAKER HUGHES COMPANY28.0K shares-2.73%2026-03-312026-05-06

ATO ATMOS ENERGY CORP9.2K shares-1.08%2026-03-312026-05-06

KEYS KEYSIGHT TECHNOLOGIES INC5.9K shares-0.20%2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC6.1K shares15.24%2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP7.7K shares59.13%2026-03-312026-05-06

MYLD CAMBRIA ETF TR58.5K shares0.71%2026-03-312026-05-06

Sponsored

HD HOME DEPOT INC4.8K shares0.88%2026-03-312026-05-06

SMH VANECK ETF TRUST4.1K shares-0.55%2026-03-312026-05-06

OMC OMNICOM GROUP INC20.8K shares1.52%2026-03-312026-05-06

FLEX FLEXTRONICS INTL LTD22.7K shares0.11%2026-03-312026-05-06

CHD CHURCH & DWIGHT CO INC15.7K shares0.65%2026-03-312026-05-06

SHW SHERWIN WILLIAMS CO4.5K shares1.00%2026-03-312026-05-06

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW13.7K shares-0.98%2026-03-312026-05-06

SNX TD SYNNEX CORPORATION8.6K shares0.72%2026-03-312026-05-06

Sponsored

SANM SANMINA CORP11.0K shares-0.66%2026-03-312026-05-06

CL COLGATE PALMOLIVE CO16.8K shares0.39%2026-03-312026-05-06

TROW PRICE T ROWE GROUP INC15.8K shares1.77%2026-03-312026-05-06

ADP AUTOMATIC DATA PROCESSING IN6.8K shares0.00%2026-03-312026-05-06

BR BROADRIDGE FINL SOLUTIONS IN8.2K shares15.05%2026-03-312026-05-06

HCA HCA HEALTHCARE INC2.8K shares0.62%2026-03-312026-05-06

MPC MARATHON PETE CORP5.3K shares11.11%2026-03-312026-05-06

BOXX EA SERIES TRUST11.2K shares18.08%2026-03-312026-05-06

Sponsored

TPR TAPESTRY INC9.1K shares208.40%2026-03-312026-05-06

TJX TJX COS INC NEW8.1K shares1.28%2026-03-312026-05-06

MEDTRONIC PLC MEDTRONIC PLC14.4K shares1.16%2026-03-312026-05-06

IWF ISHARES TR2.9K shares0.00%2026-03-312026-05-06

L LOEWS CORP11.6K shares1.57%2026-03-312026-05-06

AM ANTERO MIDSTREAM CORP53.8K shares1.87%2026-03-312026-05-06

ABBV ABBVIE INC5.4K shares0.76%2026-03-312026-05-06

ISRG INTUITIVE SURGICAL INC2.5K shares20.32%2026-03-312026-05-06

Sponsored

PAYX PAYCHEX INC12.6K shares16.27%2026-03-312026-05-06

TT TRANE TECHNOLOGIES PLC2.8K shares2.61%2026-03-312026-05-06

FTNT FORTINET INC14.1K shares17.24%2026-03-312026-05-06

YELP YELP INC46.0K shares19.29%2026-03-312026-05-06

APP APPLOVIN CORP2.8K shares7.74%2026-03-312026-05-06

HPE HEWLETT PACKARD ENTERPRISE C47.2K shares1.74%2026-03-312026-05-06

USFD US FOODS HLDG CORP12.0K shares-0.55%2026-03-312026-05-06

CRWD CROWDSTRIKE HLDGS INC2.8K shares3.31%2026-03-312026-05-06

Sponsored

IYZ ISHARES TR28.1K shares-20.60%2026-03-312026-05-06

VRSN VERISIGN INC4.4K shares2.37%2026-03-312026-05-06

FFIV F5 INC3.7K shares1.42%2026-03-312026-05-06

DVA DAVITA INC6.8K shares0.81%2026-03-312026-05-06

CAH CARDINAL HEALTH INC4.9K shares0.22%2026-03-312026-05-06

PHM PULTE GROUP INC8.7K shares0.96%2026-03-312026-05-06

FXZ FIRST TR EXCHANGE-TRADED FD13.3K shares0.33%2026-03-312026-05-06

SHOP SHOPIFY INC8.5K shares-0.86%2026-03-312026-05-06

Sponsored

BDC BELDEN INC8.6K shares0.71%2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS15.2K shares27.39%2026-03-312026-05-06

FXN FIRST TR EXCHANGE-TRADED FD43.4K shares0.37%2026-03-312026-05-06

ACIW ACI WORLDWIDE INC23.4K shares21.86%2026-03-312026-05-06

MSI MOTOROLA SOLUTIONS INC2.2K shares1.53%2026-03-312026-05-06

PGR PROGRESSIVE CORP4.8K shares-2.12%2026-03-312026-05-06

CTSH COGNIZANT TECHNOLOGY SOLUTIO15.2K shares21.73%2026-03-312026-05-06

UHS UNIVERSAL HLTH SVCS INC5.1K shares1.84%2026-03-312026-05-06

Sponsored

TXRH TEXAS ROADHOUSE INC5.5K shares1.52%2026-03-312026-05-06

EBAY EBAY INC.9.9K shares2.32%2026-03-312026-05-06

QTEC FIRST TR EXCHANGE-TRADED FD4.2K shares-3.24%2026-03-312026-05-06

TSCO TRACTOR SUPPLY CO19.8K shares1.69%2026-03-312026-05-06

NTAP NETAPP INC8.7K shares0.88%2026-03-312026-05-06

TDY TELEDYNE TECHNOLOGIES INC1.5K shares-1.61%2026-03-312026-05-06

MNST MONSTER BEVERAGE CORP NEW12.2K shares0.52%2026-03-312026-05-06

FXL FIRST TR EXCHANGE-TRADED FD5.5K shares-5.82%2026-03-312026-05-06

Sponsored

BOX BOX INC36.9K shares23.74%2026-03-312026-05-06

HIG HARTFORD INSURANCE GROUP INC6.4K shares0.96%2026-03-312026-05-06

GE AEROSPACE GE AEROSPACE3.0K shares38.44%2026-03-312026-05-06

CTAS CINTAS CORP5.0K shares-0.32%2026-03-312026-05-06

SCHW SCHWAB CHARLES CORP8.9K shares44.30%2026-03-312026-05-06

MDLZ MONDELEZ INTL INC13.9K shares-31.46%2026-03-312026-05-06

ORCL ORACLE CORP5.4K shares1.69%2026-03-312026-05-06

VPU VANGUARD WORLD FD4.0K sharesnew addition2026-03-312026-05-06

Sponsored

NEU NEWMARKET CORP1.2K shares1.57%2026-03-312026-05-06

IWD ISHARES TR3.5K shares0.00%2026-03-312026-05-06

PSTG EVERPURE INC12.7K shares28.17%2026-03-312026-05-06

MANH MANHATTAN ASSOCIATES INC5.6K shares30.88%2026-03-312026-05-06

DSI ISHARES TR6.1K shares-0.08%2026-03-312026-05-06

GDDY GODADDY INC8.7K shares40.19%2026-03-312026-05-06

WELL WELLTOWER INC3.6K sharesnew addition2026-03-312026-05-06

SBUX STARBUCKS CORP7.9K shares-1.63%2026-03-312026-05-06

Sponsored

BA BOEING CO3.5K shares37.00%2026-03-312026-05-06

MELI MERCADOLIBRE INC403 shares-22.05%2026-03-312026-05-06

BLKB BLACKBAUD INC18.0K shares33.93%2026-03-312026-05-06

PTC PTC INC4.8K sharesnew addition2026-03-312026-05-06

IGE ISHARES TR11.0K sharesnew addition2026-03-312026-05-06

FDN FIRST TR EXCHANGE-TRADED FD2.9K shares-1.94%2026-03-312026-05-06

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.8K shares0.10%2026-03-312026-05-06

MCD MCDONALDS CORP2.1K shares-15.23%2026-03-312026-05-06

Sponsored

CRVL CORVEL CORP12.1K shares29.00%2026-03-312026-05-06

TSLA TESLA INC1.7K shares-1.80%2026-03-312026-05-06

IYE ISHARES TR9.7K sharesnew addition2026-03-312026-05-06

BSX BOSTON SCIENTIFIC CORP9.9K shares-23.66%2026-03-312026-05-06

SUSA ISHARES TR4.7K shares0.00%2026-03-312026-05-06

CAMBRIA ETF TR CAMBRIA ETF TR20.2K shares0.38%2026-03-312026-05-06

NOW SERVICENOW INC5.5K shares-25.21%2026-03-312026-05-06

IJR ISHARES TR4.6K shares33.69%2026-03-312026-05-06

Sponsored

SOXX ISHARES TR1.7K shares155.79%2026-03-312026-05-06

ITA ISHARES TR2.6K shares-1.87%2026-03-312026-05-06

QQXT FIRST TR EXCHANGE-TRADED FD5.7K shares-60.91%2026-03-312026-05-06

IYW ISHARES TR3.0K shares-29.54%2026-03-312026-05-06

IGM ISHARES TR4.6K shares-29.90%2026-03-312026-05-06

ALPHABET INC ALPHABET INC1.9K shares3.02%2026-03-312026-05-06

PLD PROLOGIS INC.4.1K shares-2.22%2026-03-312026-05-06

WDC WESTERN DIGITAL CORP2.0K shares-24.77%2026-03-312026-05-06

Sponsored

FDS FACTSET RESH SYS INC2.5K shares-9.11%2026-03-312026-05-06

IDU ISHARES TR4.6K shares-46.13%2026-03-312026-05-06

BKNG BOOKING HOLDINGS INC123 sharesnew addition2026-03-312026-05-06

SO SOUTHERN CO5.2K shares-9.84%2026-03-312026-05-06

MUB ISHARES TR4.6K shares20.51%2026-03-312026-05-06

IAI ISHARES TR2.9K shares-0.94%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC9.2K shares1.74%2026-03-312026-05-06

IYF ISHARES TR3.9K shares-21.82%2026-03-312026-05-06

Sponsored

IGV ISHARES TR5.8K shares-12.71%2026-03-312026-05-06

HWM HOWMET AEROSPACE INC2.0K shares4.07%2026-03-312026-05-06

IBB ISHARES TR2.7K shares-18.62%2026-03-312026-05-06

IYM ISHARES TR2.6K sharesnew addition2026-03-312026-05-06

FIW FIRST TR EXCHANGE-TRADED FD4.3K shares-7.12%2026-03-312026-05-06

IETC ISHARES U S ETF TR4.9K shares-0.82%2026-03-312026-05-06

UBER UBER TECHNOLOGIES INC6.0K shares-19.96%2026-03-312026-05-06

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.7K shares14.39%2026-03-312026-05-06

Sponsored

PANW PALO ALTO NETWORKS INC2.5K shares-8.36%2026-03-312026-05-06

FXO FIRST TR EXCHANGE-TRADED FD7.0K shares-1.44%2026-03-312026-05-06

WFC WELLS FARGO & CO4.9K shares0.20%2026-03-312026-05-06

CME CME GROUP INC1.3K shares-17.00%2026-03-312026-05-06

KKR & CO INC KKR & CO INC4.2K shares11.69%2026-03-312026-05-06

QCOM QUALCOMM INC3.0K shares-10.13%2026-03-312026-05-06

NJR NEW JERSEY RES CORP6.9K shares-0.03%2026-03-312026-05-06

CMCSA COMCAST CORP NEW13.3K shares-1.77%2026-03-312026-05-06

Sponsored

SPEM SPDR INDEX SHS FDS7.9K shares44.46%2026-03-312026-05-06

DASH DOORDASH INC2.5K shares-42.51%2026-03-312026-05-06

SHY ISHARES TR4.4K shares25.97%2026-03-312026-05-06

AOA ISHARES TR4.0K shares-8.06%2026-03-312026-05-06

GLW CORNING INC2.5K sharesnew addition2026-03-312026-05-06

IBDV ISHARES TR15.5K shares21.12%2026-03-312026-05-06

IWV ISHARES TR900 shares0.00%2026-03-312026-05-06

MCO MOODYS CORP748 shares-35.18%2026-03-312026-05-06

Sponsored

ENDW EA SERIES TRUST10.0K sharesnew addition2026-03-312026-05-06

CDNS CADENCE DESIGN SYSTEM INC1.1K shares-21.31%2026-03-312026-05-06

INTU INTUIT712 shares-4.69%2026-03-312026-05-06

DE DEERE & CO537 shares0.37%2026-03-312026-05-06

SCHP SCHWAB STRATEGIC TR11.1K shares27.25%2026-03-312026-05-06

SPTL SPDR SERIES TRUST11.3K shares26.22%2026-03-312026-05-06

PNC PNC FINL SVCS GROUP INC1.4K shares-0.91%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC330 sharesnew addition2026-03-312026-05-06

Sponsored

NEM NEWMONT CORP2.6K sharesnew addition2026-03-312026-05-06

HOOD ROBINHOOD MKTS INC4.0K shares46.67%2026-03-312026-05-06

PPG PPG INDS INC2.5K shares-0.12%2026-03-312026-05-06

FAN FIRST TR EXCHANGE-TRADED FD10.8K shares0.00%2026-03-312026-05-06

IBDW ISHARES TR12.4K shares3.97%2026-03-312026-05-06

ADBE ADOBE INC1.1K shares0.28%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K shares0.23%2026-03-312026-05-06

LQD ISHARES TR2.3K sharesnew addition2026-03-312026-05-06

Sponsored

BNDX VANGUARD CHARLOTTE FDS5.1K sharesnew addition2026-03-312026-05-06

HYG ISHARES TR3.1K shares23.27%2026-03-312026-05-06

COF CAPITAL ONE FINL CORP1.3K sharesnew addition2026-03-312026-05-06

VUG VANGUARD INDEX FDS547 shares0.00%2026-03-312026-05-06

EPD ENTERPRISE PRODS PARTNERS L6.3K shares0.00%2026-03-312026-05-06

HYT BLACKROCK CORPOR HI YLD FD I27.7K shares-4.11%2026-03-312026-05-06

FTCS FIRST TR EXCHANGE-TRADED FD2.4K shares9.44%2026-03-312026-05-06

BLACKSTONE INC BLACKSTONE INC1.9K shares-38.79%2026-03-312026-05-06

Sponsored

SHM SPDR SERIES TRUST4.7K shares0.00%2026-03-312026-05-06

MBB ISHARES TR2.3K sharesnew addition2026-03-312026-05-06

MAS MASCO CORP3.4K shares-1.15%2026-03-312026-05-06

KBH KB HOME3.9K shares-19.68%2026-03-312026-05-06

PRPL PURPLE INNOVATION INC10.0K shares0.00%2026-03-312026-05-06

KROGER CO

0.00%

Shares264.9K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

-2.92%

Shares68.5K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

0.67%

Shares35.8K

Event2026-03-31

Filed2026-05-06

ADI

ANALOG DEVICES INC

1.66%

Shares37.9K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

-2.61%

Shares33.5K

Event2026-03-31

Filed2026-05-06

CENCORA INC

-1.45%

Shares32.8K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

-0.80%

Shares10.3K

Event2026-03-31

Filed2026-05-06

LHX

L3HARRIS TECHNOLOGIES INC

-0.73%

Shares29.1K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

-4.37%

Shares55.8K

Event2026-03-31

Filed2026-05-06

WMT

WALMART INC

-0.04%

Shares77.3K

Event2026-03-31

Filed2026-05-06

GENERAL DYNAMICS CORP

-0.19%

Shares25.9K

Event2026-03-31

Filed2026-05-06

PARKER-HANNIFIN CORP

-0.01%

Shares9.8K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

-28.25%

Shares13.4K

Event2026-03-31

Filed2026-05-06

NFLX

NETFLIX INC.

1.26%

Shares89.9K

Event2026-03-31

Filed2026-05-06

CHUBB LTD SWITZ

0.06%

Shares26.4K

Event2026-03-31

Filed2026-05-06

BLACKROCK INC

0.70%

Shares8.7K

Event2026-03-31

Filed2026-05-06

IBDR

ISHARES TR

0.41%

Shares338.6K

Event2026-03-31

Filed2026-05-06

CSCO

CISCO SYS INC

-0.16%

Shares101.3K

Event2026-03-31

Filed2026-05-06

LOW

LOWES COS INC

-4.21%

Shares33.2K

Event2026-03-31

Filed2026-05-06

AMGN

AMGEN INC

0.20%

Shares22.3K

Event2026-03-31

Filed2026-05-06

ICE

INTERCONTINENTAL EXCHANGE IN

-6.71%

Shares49.6K

Event2026-03-31

Filed2026-05-06

VGT

VANGUARD WORLD FD

-0.54%

Shares10.8K

Event2026-03-31

Filed2026-05-06

PSX

PHILLIPS 66

-0.15%

Shares41.2K

Event2026-03-31

Filed2026-05-06

IBDS

ISHARES TR

1.87%

Shares307.3K

Event2026-03-31

Filed2026-05-06

LMT

LOCKHEED MARTIN CORP

0.04%

Shares12.1K

Event2026-03-31

Filed2026-05-06

NEE

NEXTERA ENERGY INC

0.02%

Shares76.8K

Event2026-03-31

Filed2026-05-06

UNP

UNION PAC CORP

0.28%

Shares27.7K

Event2026-03-31

Filed2026-05-06

MASTERCARD INCORPORATED

-0.22%

Shares12.9K

Event2026-03-31

Filed2026-05-06

FLOT

ISHARES TR

1.27%

Shares125.9K

Event2026-03-31

Filed2026-05-06

TAX

EA SERIES TRUST

-0.96%

Shares230.9K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-3.29%

Shares21.8K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

-3.30%

Shares35.1K

Event2026-03-31

Filed2026-05-06

PROCTER & GAMBLE CO

-3.39%

Shares40.9K

Event2026-03-31

Filed2026-05-06

APD

AIR PRODUCTS AND CHEMICALS I

0.49%

Shares20.2K

Event2026-03-31

Filed2026-05-06

SYK

STRYKER CORPORATION

-0.37%

Shares17.6K

Event2026-03-31

Filed2026-05-06

JKHY

HENRY JACK & ASSOC INC

3.53%

Shares36.4K

Event2026-03-31

Filed2026-05-06

EMR

EMERSON ELEC CO

-0.32%

Shares42.7K

Event2026-03-31

Filed2026-05-06

TXN

TEXAS INSTRS INC

-3.52%

Shares28.8K

Event2026-03-31

Filed2026-05-06

ABT

ABBOTT LABORATORIES

0.86%

Shares54.4K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

5.94%

Shares17.1K

Event2026-03-31

Filed2026-05-06

IWLG

NEW YORK LIFE INVTS ACTIVE E

0.67%

Shares103.7K

Event2026-03-31

Filed2026-05-06