Sponsored

The Analysis of Keystone Financial Services's Holdings & P&L

Currently, Keystone Financial Services holds 131 types of securities in its portfolio with a total value $388.4M. In the most recent quarter, they have increased their positions in N/A (+36.3K shares, valued at $27.2M), CORO (+239.9K shares, valued at $8.8M), IUSB (+147.6K shares, valued at $6.8M); decreased their positions in QUAL (-51.1K shares, valued at $11.2M), EFV (-132.0K shares, valued at $10.1M), IEMG (-89.2K shares, valued at $7.4M); initiated new positions in CORO (+239.9K shares, valued at $8.8M), N/A (+189.9K shares, valued at $5.3M), N/A (+82.2K shares, valued at $4.1M).

1M P&L

+99.2K+0.03%

3M P&L

+8.9M+3.16%

HY P&L

+24.5M+9.21%

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/A245.0M

83.6%

2Internet Content & Information4.6M

1.6%

3Insurance - Diversified3.3M

1.1%

Top Industries by Stock Count

1N/A47 stocks

41.6%

2Semiconductors4 stocks

3.5%

3Electronic Components3 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR91.9K shares65.27%2026-06-302026-08-06

IUSB ISHARES TR640.2K shares29.96%2026-06-302026-08-06

IVW ISHARES TR195.7K shares-2.97%2026-06-302026-08-06

DYNF BLACKROCK ETF TRUST381.5K shares0.64%2026-06-302026-08-06

IVE ISHARES TR100.6K shares-18.10%2026-06-302026-08-06

IEMG ISHARES INC188.3K shares-32.15%2026-06-302026-08-06

EFG ISHARES TR108.9K shares2.73%2026-06-302026-08-06

BAI BLACKROCK ETF TRUST248.0K shares-19.91%2026-06-302026-08-06

Sponsored

MTUM ISHARES TR32.2K shares-25.83%2026-06-302026-08-06

BLCR BLACKROCK ETF TRUST202.1K shares11.32%2026-06-302026-08-06

IDEF BLACKROCK ETF TRUST284.9K shares21.10%2026-06-302026-08-06

EFV ISHARES TR115.6K shares-53.32%2026-06-302026-08-06

CORO BLACKROCK ETF TRUST239.9K sharesnew addition2026-06-302026-08-06

THRO BLACKROCK ETF TRUST178.8K shares-35.77%2026-06-302026-08-06

GOVT ISHARES TR316.1K shares7.35%2026-06-302026-08-06

TLH ISHARES TR70.3K shares-21.73%2026-06-302026-08-06

Sponsored

MBB ISHARES TR73.1K shares5.67%2026-06-302026-08-06

BLACKROCK ETF TRUST BLACKROCK ETF TRUST189.9K sharesnew addition2026-06-302026-08-06

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II82.2K sharesnew addition2026-06-302026-08-06

GOOG ALPHABET INC9.8K shares-9.09%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL6.6K shares1.56%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.9K shares0.90%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC4.0K shares-15.59%2026-06-302026-08-06

BROADCOM INC BROADCOM INC6.4K shares28.39%2026-06-302026-08-06

Sponsored

BKNG BOOKING HOLDINGS INC12.8K shares2554.15%2026-06-302026-08-06

IAU ISHARES GOLD TR28.9K shares12.59%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC11.5K shares-11.66%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC3.6K shares2.20%2026-06-302026-08-06

SCHW SCHWAB CHARLES CORP22.1K shares1.79%2026-06-302026-08-06

AMZN AMAZON COM INC8.3K shares7.50%2026-06-302026-08-06

MSFT MICROSOFT CORP5.2K shares5.82%2026-06-302026-08-06

QUAL ISHARES TR7.4K shares-87.32%2026-06-302026-08-06

Sponsored

BK BANK OF NY MELLON CORP10.5K shares0.23%2026-06-302026-08-06

WFC WELLS FARGO & CO18.1K shares2.17%2026-06-302026-08-06

ADI ANALOG DEVICES INC3.7K shares0.38%2026-06-302026-08-06

AAPL APPLE INC5.1K shares2.29%2026-06-302026-08-06

MUB ISHARES TR13.1K shares7.38%2026-06-302026-08-06

ESGU ISHARES TR8.3K shares5.80%2026-06-302026-08-06

BDX BECTON DICKINSON & CO8.9K shares32.89%2026-06-302026-08-06

LCTU BLACKROCK ETF TRUST16.6K shares6.12%2026-06-302026-08-06

Sponsored

GD GENERAL DYNAMICS CORP3.5K shares2.12%2026-06-302026-08-06

COP CONOCOPHILLIPS11.3K shares2.49%2026-06-302026-08-06

MCK MCKESSON CORP1.5K shares-2.41%2026-06-302026-08-06

VISA INC VISA INC3.3K shares7.51%2026-06-302026-08-06

NVS NOVARTIS AG7.2K shares1.36%2026-06-302026-08-06

GOOGL ALPHABET INC3.0K shares-0.56%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP7.3K shares2.09%2026-06-302026-08-06

UL UNILEVER PLC16.3K shares1.92%2026-06-302026-08-06

Sponsored

MEDTRONIC PLC MEDTRONIC PLC11.9K shares22.00%2026-06-302026-08-06

CMCSA COMCAST CORP NEW37.5K shares2.05%2026-06-302026-08-06

DSI ISHARES TR6.4K shares6.81%2026-06-302026-08-06

DFAC DIMENSIONAL ETF TRUST19.7K shares-1.13%2026-06-302026-08-06

BINC BLACKROCK ETF TRUST II15.8K shares-70.25%2026-06-302026-08-06

ELV ELEVANCE HEALTH INC FORMERLY2.1K shares3.00%2026-06-302026-08-06

QQQ INVESCO QQQ TR1.1K shares0.00%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR3.9K shares0.00%2026-06-302026-08-06

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T961 shares-22.56%2026-06-302026-08-06

USXF ISHARES TR10.2K shares4.53%2026-06-302026-08-06

OMC OMNICOM GROUP INC9.6K shares2.52%2026-06-302026-08-06

ICE INTERCONTINENTAL EXCHANGE IN5.5K sharesnew addition2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares-18.82%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION3.5K shares-1.78%2026-06-302026-08-06

VB VANGUARD INDEX FDS2.1K shares-9.22%2026-06-302026-08-06

FERG FERGUSON ENTERPRISES INC2.7K shares2.08%2026-06-302026-08-06

Sponsored

AMRZ AMRIZE LTD11.0K shares1.90%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares-4.55%2026-06-302026-08-06

SUSC ISHARES TR24.0K shares-13.02%2026-06-302026-08-06

AON AON PLC1.6K shares9.29%2026-06-302026-08-06

DFAX DIMENSIONAL ETF TRUST14.2K shares0.00%2026-06-302026-08-06

TLT ISHARES TR6.0K shares7.11%2026-06-302026-08-06

ORACLE CORP ORACLE CORP3.5K shares2.42%2026-06-302026-08-06

IYW ISHARES TR1.9K shares-1.29%2026-06-302026-08-06

Sponsored

ESGE ISHARES INC8.6K shares-14.76%2026-06-302026-08-06

SYSB ISHARES TR5.2K shares-2.76%2026-06-302026-08-06

EAGG ISHARES TR9.5K sharesnew addition2026-06-302026-08-06

OEF ISHARES TR1.2K shares-5.08%2026-06-302026-08-06

GLW CORNING INC1.7K shares-15.71%2026-06-302026-08-06

IAGG ISHARES TR8.4K shares-92.44%2026-06-302026-08-06

EVUS ISHARES TR11.9K shares12.05%2026-06-302026-08-06

SNDK SANDISK CORP176 sharesnew addition2026-06-302026-08-06

Sponsored

TMO THERMO FISHER SCIENTIFIC INC749 sharesnew addition2026-06-302026-08-06

MTZ MASTEC INC897 shares-13.08%2026-06-302026-08-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.0K shares28.75%2026-06-302026-08-06

WDC WESTERN DIGITAL CORP572 shares-23.63%2026-06-302026-08-06

EMXC ISHARES INC3.5K shares-0.20%2026-06-302026-08-06

DMXF ISHARES TR4.3K shares10.61%2026-06-302026-08-06

RTO RENTOKIL INITIAL PLC12.5K shares0.98%2026-06-302026-08-06

NTRS NORTHERN TR CORP2.1K shares-7.26%2026-06-302026-08-06

Sponsored

ENB ENBRIDGE INC6.5K shares0.17%2026-06-302026-08-06

APH AMPHENOL CORP1.9K shares-20.86%2026-06-302026-08-06

QCOM QUALCOMM INC1.8K shares-11.75%2026-06-302026-08-06

ANET ARISTA NETWORKS INC2.0K shares-8.23%2026-06-302026-08-06

PEP PEPSICO INC2.5K shares2.06%2026-06-302026-08-06

ALLEGION PLC ALLEGION PLC2.4K shares-0.21%2026-06-302026-08-06

HWM HOWMET AEROSPACE INC1.2K shares5.21%2026-06-302026-08-06

AMG AFFILIATED MANAGERS GROUP957 shares-0.42%2026-06-302026-08-06

Sponsored

STIP ISHARES TR3.1K sharesnew addition2026-06-302026-08-06

EBAY EBAY INC.2.8K shares0.00%2026-06-302026-08-06

VOO VANGUARD INDEX FDS432 shares-53.85%2026-06-302026-08-06

IQV IQVIA HLDGS INC1.5K shares1.82%2026-06-302026-08-06

EXPD EXPEDITORS INTL WASH INC1.8K sharesnew addition2026-06-302026-08-06

SPDW SPDR INDEX SHS FDS5.7K shares0.00%2026-06-302026-08-06

EXPE EXPEDIA GROUP INC1.1K shares-3.97%2026-06-302026-08-06

C CITIGROUP INC2.0K shares-12.98%2026-06-302026-08-06

Sponsored

WH WYNDHAM HOTELS & RESORTS INC3.3K shares1.65%2026-06-302026-08-06

FANG DIAMONDBACK ENERGY INC1.5K shares1.24%2026-06-302026-08-06

NI NISOURCE INC5.7K shares5.37%2026-06-302026-08-06

WBD WARNER BROS DISCOVERY INC9.9K shares0.00%2026-06-302026-08-06

ARW ARROW ELECTRS INC1.2K sharesnew addition2026-06-302026-08-06

WMG WARNER MUSIC GROUP CORP9.6K shares0.87%2026-06-302026-08-06

LFUS LITTELFUSE INC566 sharesnew addition2026-06-302026-08-06

YUMC YUM CHINA HLDGS INC6.2K shares0.23%2026-06-302026-08-06

Sponsored

EME EMCOR GROUP INC304 shares-5.59%2026-06-302026-08-06

CRUS CIRRUS LOGIC INC1.7K shares-0.24%2026-06-302026-08-06

WPC WP CAREY INC3.5K sharesnew addition2026-06-302026-08-06

VRSN VERISIGN INC972 shares-1.62%2026-06-302026-08-06

XLI SELECT SECTOR SPDR TR1.3K shares0.00%2026-06-302026-08-06

DFCF DIMENSIONAL ETF TRUST5.5K shares2.04%2026-06-302026-08-06

NVT NVENT ELEC PLC1.3K sharesnew addition2026-06-302026-08-06

FTCB FIRST TR EXCHANGE-TRADED FD10.9K shares9.30%2026-06-302026-08-06

Sponsored

KMX CARMAX INC4.2K shares-65.57%2026-06-302026-08-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED434 shares5.34%2026-06-302026-08-06

EPR EPR PPTYS3.8K sharesnew addition2026-06-302026-08-06

CHRW C H ROBINSON WORLDWIDE IN1.2K sharesnew addition2026-06-302026-08-06

EWBC EAST WEST BANCORP INC1.7K sharesnew addition2026-06-302026-08-06

WWD WOODWARD INC509 sharesnew addition2026-06-302026-08-06

CBOE CBOE GLOBAL MKTS INC878 shares11.70%2026-06-302026-08-06

INGR INGREDION INC2.2K shares0.76%2026-06-302026-08-06

Sponsored

APPLOVIN CORP APPLOVIN CORP400 sharesnew addition2026-06-302026-08-06

CI THE CIGNA GROUP739 sharesnew addition2026-06-302026-08-06

DCOR DIMENSIONAL ETF TRUST2.5K sharesnew addition2026-06-302026-08-06

ISHARES TR

65.27%

Shares91.9K

Event2026-06-30

Filed2026-08-06

IUSB

ISHARES TR

29.96%

Shares640.2K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

-2.97%

Shares195.7K

Event2026-06-30

Filed2026-08-06

DYNF

BLACKROCK ETF TRUST

0.64%

Shares381.5K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

-18.10%

Shares100.6K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

-32.15%

Shares188.3K

Event2026-06-30

Filed2026-08-06

EFG

ISHARES TR

2.73%

Shares108.9K

Event2026-06-30

Filed2026-08-06

BAI

BLACKROCK ETF TRUST

-19.91%

Shares248.0K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES TR

-25.83%

Shares32.2K

Event2026-06-30

Filed2026-08-06

BLCR

BLACKROCK ETF TRUST

11.32%

Shares202.1K

Event2026-06-30

Filed2026-08-06

IDEF

BLACKROCK ETF TRUST

21.10%

Shares284.9K

Event2026-06-30

Filed2026-08-06

EFV

ISHARES TR

-53.32%

Shares115.6K

Event2026-06-30

Filed2026-08-06

CORO

BLACKROCK ETF TRUST

New

Shares239.9K

Event2026-06-30

Filed2026-08-06

THRO

BLACKROCK ETF TRUST

-35.77%

Shares178.8K

Event2026-06-30

Filed2026-08-06

GOVT

ISHARES TR

7.35%

Shares316.1K

Event2026-06-30

Filed2026-08-06

TLH

ISHARES TR

-21.73%

Shares70.3K

Event2026-06-30

Filed2026-08-06

MBB

ISHARES TR

5.67%

Shares73.1K

Event2026-06-30

Filed2026-08-06

BLACKROCK ETF TRUST

New

Shares189.9K

Event2026-06-30

Filed2026-08-06

BLACKROCK ETF TRUST II

New

Shares82.2K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-9.09%

Shares9.8K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.56%

Shares6.6K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

0.90%

Shares8.9K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

-15.59%

Shares4.0K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

28.39%

Shares6.4K

Event2026-06-30

Filed2026-08-06

BKNG

BOOKING HOLDINGS INC

2554.15%

Shares12.8K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

12.59%

Shares28.9K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

-11.66%

Shares11.5K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

2.20%

Shares3.6K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP

1.79%

Shares22.1K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

7.50%

Shares8.3K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

5.82%

Shares5.2K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

-87.32%

Shares7.4K

Event2026-06-30

Filed2026-08-06

BANK OF NY MELLON CORP

0.23%

Shares10.5K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

2.17%

Shares18.1K

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC

0.38%

Shares3.7K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

2.29%

Shares5.1K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

7.38%

Shares13.1K

Event2026-06-30

Filed2026-08-06

ESGU

ISHARES TR

5.80%

Shares8.3K

Event2026-06-30

Filed2026-08-06

BDX

BECTON DICKINSON & CO

32.89%

Shares8.9K

Event2026-06-30

Filed2026-08-06

LCTU

BLACKROCK ETF TRUST

6.12%

Shares16.6K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

2.12%

Shares3.5K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

2.49%

Shares11.3K

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP

-2.41%

Shares1.5K

Event2026-06-30

Filed2026-08-06

VISA INC

7.51%

Shares3.3K

Event2026-06-30

Filed2026-08-06

NVS

NOVARTIS AG

1.36%

Shares7.2K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-0.56%

Shares3.0K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

2.09%

Shares7.3K

Event2026-06-30

Filed2026-08-06

UNILEVER PLC

1.92%

Shares16.3K

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

22.00%

Shares11.9K

Event2026-06-30

Filed2026-08-06

CMCSA

COMCAST CORP NEW

2.05%

Shares37.5K

Event2026-06-30

Filed2026-08-06

DSI

ISHARES TR

6.81%

Shares6.4K

Event2026-06-30

Filed2026-08-06

DFAC

DIMENSIONAL ETF TRUST

-1.13%

Shares19.7K

Event2026-06-30

Filed2026-08-06

BINC

BLACKROCK ETF TRUST II

-70.25%

Shares15.8K

Event2026-06-30

Filed2026-08-06

ELV

ELEVANCE HEALTH INC FORMERLY

3.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

-22.56%

Shares961

Event2026-06-30

Filed2026-08-06

USXF

ISHARES TR

4.53%

Shares10.2K

Event2026-06-30

Filed2026-08-06

OMC

OMNICOM GROUP INC

2.52%

Shares9.6K

Event2026-06-30

Filed2026-08-06

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares5.5K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-18.82%

Shares1.8K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

-1.78%

Shares3.5K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-9.22%

Shares2.1K

Event2026-06-30

Filed2026-08-06

FERG

FERGUSON ENTERPRISES INC

2.08%

Shares2.7K

Event2026-06-30

Filed2026-08-06

AMRZ

AMRIZE LTD

1.90%

Shares11.0K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.55%

Shares1.2K

Event2026-06-30

Filed2026-08-06

SUSC

ISHARES TR

-13.02%

Shares24.0K

Event2026-06-30

Filed2026-08-06

AON

AON PLC

9.29%

Shares1.6K

Event2026-06-30

Filed2026-08-06

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares14.2K

Event2026-06-30

Filed2026-08-06

TLT

ISHARES TR

7.11%

Shares6.0K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

2.42%

Shares3.5K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

-1.29%

Shares1.9K

Event2026-06-30

Filed2026-08-06

ESGE

ISHARES INC

-14.76%

Shares8.6K

Event2026-06-30

Filed2026-08-06

SYSB

ISHARES TR

-2.76%

Shares5.2K

Event2026-06-30

Filed2026-08-06

EAGG

ISHARES TR

New

Shares9.5K

Event2026-06-30

Filed2026-08-06

OEF

ISHARES TR

-5.08%

Shares1.2K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

-15.71%

Shares1.7K

Event2026-06-30

Filed2026-08-06

IAGG

ISHARES TR

-92.44%

Shares8.4K

Event2026-06-30

Filed2026-08-06

EVUS

ISHARES TR

12.05%

Shares11.9K

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

New

Shares176

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares749

Event2026-06-30

Filed2026-08-06

MTZ

MASTEC INC

-13.08%

Shares897

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

28.75%

Shares3.0K

Event2026-06-30

Filed2026-08-06

WDC

WESTERN DIGITAL CORP

-23.63%

Shares572

Event2026-06-30

Filed2026-08-06

EMXC

ISHARES INC

-0.20%

Shares3.5K

Event2026-06-30

Filed2026-08-06

DMXF

ISHARES TR

10.61%

Shares4.3K

Event2026-06-30

Filed2026-08-06

RTO

RENTOKIL INITIAL PLC

0.98%

Shares12.5K

Event2026-06-30

Filed2026-08-06

NTRS

NORTHERN TR CORP

-7.26%

Shares2.1K

Event2026-06-30

Filed2026-08-06

ENB

ENBRIDGE INC

0.17%

Shares6.5K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

-20.86%

Shares1.9K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

-11.75%

Shares1.8K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

-8.23%

Shares2.0K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

2.06%

Shares2.5K

Event2026-06-30

Filed2026-08-06

ALLEGION PLC

-0.21%

Shares2.4K

Event2026-06-30

Filed2026-08-06

HWM

HOWMET AEROSPACE INC

5.21%

Shares1.2K

Event2026-06-30

Filed2026-08-06

AMG

AFFILIATED MANAGERS GROUP

-0.42%

Shares957

Event2026-06-30

Filed2026-08-06

STIP

ISHARES TR

New

Shares3.1K

Event2026-06-30

Filed2026-08-06

EBAY

EBAY INC.

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

-53.85%

Shares432

Event2026-06-30

Filed2026-08-06

IQV

IQVIA HLDGS INC

1.82%

Shares1.5K

Event2026-06-30

Filed2026-08-06

EXPD

EXPEDITORS INTL WASH INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-06

SPDW

SPDR INDEX SHS FDS

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-06

EXPE

EXPEDIA GROUP INC

-3.97%

Shares1.1K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

-12.98%

Shares2.0K

Event2026-06-30

Filed2026-08-06

WYNDHAM HOTELS & RESORTS INC

1.65%

Shares3.3K

Event2026-06-30

Filed2026-08-06

FANG

DIAMONDBACK ENERGY INC

1.24%

Shares1.5K

Event2026-06-30

Filed2026-08-06

NISOURCE INC

5.37%

Shares5.7K

Event2026-06-30

Filed2026-08-06

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares9.9K

Event2026-06-30

Filed2026-08-06

ARW

ARROW ELECTRS INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-06

WMG

WARNER MUSIC GROUP CORP

0.87%

Shares9.6K

Event2026-06-30

Filed2026-08-06

LFUS

LITTELFUSE INC

New

Shares566

Event2026-06-30

Filed2026-08-06

YUMC

YUM CHINA HLDGS INC

0.23%

Shares6.2K

Event2026-06-30

Filed2026-08-06

EME

EMCOR GROUP INC

-5.59%

Shares304

Event2026-06-30

Filed2026-08-06

CRUS

CIRRUS LOGIC INC

-0.24%

Shares1.7K

Event2026-06-30

Filed2026-08-06

WPC

WP CAREY INC

New

Shares3.5K

Event2026-06-30

Filed2026-08-06

VRSN

VERISIGN INC

-1.62%

Shares972

Event2026-06-30

Filed2026-08-06

XLI

SELECT SECTOR SPDR TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

DFCF

DIMENSIONAL ETF TRUST

2.04%

Shares5.5K

Event2026-06-30

Filed2026-08-06

NVT

NVENT ELEC PLC

New

Shares1.3K

Event2026-06-30

Filed2026-08-06

FTCB

FIRST TR EXCHANGE-TRADED FD

9.30%

Shares10.9K

Event2026-06-30

Filed2026-08-06

KMX

CARMAX INC

-65.57%

Shares4.2K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

5.34%

Shares434

Event2026-06-30

Filed2026-08-06

EPR

EPR PPTYS

New

Shares3.8K

Event2026-06-30

Filed2026-08-06

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares1.2K

Event2026-06-30

Filed2026-08-06

EWBC

EAST WEST BANCORP INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-06

WWD

WOODWARD INC

New

Shares509

Event2026-06-30

Filed2026-08-06

CBOE

CBOE GLOBAL MKTS INC

11.70%

Shares878

Event2026-06-30

Filed2026-08-06

INGR

INGREDION INC

0.76%

Shares2.2K

Event2026-06-30

Filed2026-08-06

APPLOVIN CORP

New

Shares400

Event2026-06-30

Filed2026-08-06

THE CIGNA GROUP

New

Shares739

Event2026-06-30

Filed2026-08-06

DCOR

DIMENSIONAL ETF TRUST

New

Shares2.5K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available