Sponsored

The Analysis of Kuhn & Co Investment Counsel's Holdings & P&L

Currently, Kuhn & Co Investment Counsel holds 149 types of securities in its portfolio with a total value $173.0M. In the most recent quarter, they have increased their positions in VUG (+61.8K shares, valued at $5.3M), VO (+11.3K shares, valued at $907.3K), INTC (+4.2K shares, valued at $590.8K); decreased their positions in LRCX (-3.3K shares, valued at $1.4M), NVDA (-2.0K shares, valued at $407.0K), MODL (-7.5K shares, valued at $383.1K); initiated new positions in INTC (+4.2K shares, valued at $590.8K), N/A (+556 shares, valued at $402.0K), N/A (+1.4K shares, valued at $321.1K).

1M P&L

-159.6K-0.10%

3M P&L

+4.5M+2.99%

HY P&L

-13.4M-7.95%

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/A82.4M

53.2%

2Semiconductors7.5M

4.8%

3Drug Manufacturers - General7.0M

4.5%

Top Industries by Stock Count

1N/A48 stocks

38.4%

2Drug Manufacturers - General5 stocks

4.0%

3Utilities - Regulated Electric4 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS35.1K shares2.36%2026-06-302026-07-31

FNDF SCHWAB STRATEGIC TR139.2K shares-0.02%2026-06-302026-07-31

VUG VANGUARD INDEX FDS74.0K shares507.85%2026-06-302026-07-31

LRCX LAM RESEARCH CORP14.4K shares-18.49%2026-06-302026-07-31

CGGR CAPITAL GROUP GROWTH ETF128.6K shares-3.06%2026-06-302026-07-31

AAPL APPLE INC20.0K shares1.10%2026-06-302026-07-31

NVDA NVIDIA CORPORATION26.9K shares-7.02%2026-06-302026-07-31

CGDV CAPITAL GROUP DIVIDEND VALUE94.7K shares-1.14%2026-06-302026-07-31

Sponsored

LLY ELI LILLY & CO3.2K shares0.53%2026-06-302026-07-31

WFC WELLS FARGO & CO45.0K shares0.13%2026-06-302026-07-31

SPYG SPDR SERIES TRUST29.8K shares-2.89%2026-06-302026-07-31

AMZN AMAZON COM INC13.6K shares2.40%2026-06-302026-07-31

VTEB VANGUARD MUN BD FDS56.6K shares3.33%2026-06-302026-07-31

BIV VANGUARD BD INDEX FDS36.8K shares8.89%2026-06-302026-07-31

MODL VICTORY PORTFOLIOS II54.5K shares-12.11%2026-06-302026-07-31

VYM VANGUARD WHITEHALL FDS17.5K shares0.00%2026-06-302026-07-31

Sponsored

GOOGL ALPHABET INC7.0K shares1.91%2026-06-302026-07-31

VCSH VANGUARD SCOTTSDALE FDS31.0K shares-0.29%2026-06-302026-07-31

GS GOLDMAN SACHS GROUP INC2.3K shares0.26%2026-06-302026-07-31

FBND FIDELITY MERRIMACK STR TR50.9K shares-1.87%2026-06-302026-07-31

VISA INC VISA INC6.3K shares0.56%2026-06-302026-07-31

VGSH VANGUARD SCOTTSDALE FDS36.8K shares-0.48%2026-06-302026-07-31

FSMD FIDELITY COVINGTON TRUST38.9K shares0.00%2026-06-302026-07-31

VYMI VANGUARD WHITEHALL FDS20.8K shares-2.13%2026-06-302026-07-31

Sponsored

LIN LINDE PLC3.4K shares0.26%2026-06-302026-07-31

NUVEEN QUALITY MUNCP INCOME NUVEEN QUALITY MUNCP INCOME141.7K shares13.55%2026-06-302026-07-31

MMIT NEW YORK LIFE INVTS ACTIVE E70.1K shares6.39%2026-06-302026-07-31

NEXTERA ENERGY INC NEXTERA ENERGY INC19.3K shares0.21%2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION8.8K shares0.29%2026-06-302026-07-31

CGXU CAPITAL GROUP INTL FOCUS EQT47.2K shares2.03%2026-06-302026-07-31

MUNI PIMCO ETF TR29.7K shares6.20%2026-06-302026-07-31

GWW WW GRAINGER INC1.1K shares0.09%2026-06-302026-07-31

Sponsored

MSFT MICROSOFT CORP4.0K shares5.03%2026-06-302026-07-31

PDBC INVESCO ACTVELY MNGD ETC FD93.4K shares-2.26%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON5.6K shares0.84%2026-06-302026-07-31

FNDX SCHWAB STRATEGIC TR45.5K shares0.00%2026-06-302026-07-31

VB VANGUARD INDEX FDS4.1K shares-2.10%2026-06-302026-07-31

VO VANGUARD INDEX FDS15.0K shares299.97%2026-06-302026-07-31

TSLA TESLA INC2.8K shares1.57%2026-06-302026-07-31

ITW ILLINOIS TOOL WKS INC4.4K shares0.11%2026-06-302026-07-31

Sponsored

MU MICRON TECHNOLOGY INC1.0K shares2.18%2026-06-302026-07-31

AVEM AMERICAN CENTY ETF TR11.8K shares1.30%2026-06-302026-07-31

PSX PHILLIPS 666.3K shares0.13%2026-06-302026-07-31

SOUTHERN CO SOUTHERN CO11.0K shares0.20%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.1K shares0.91%2026-06-302026-07-31

JCPB J P MORGAN EXCHANGE TRADED F21.6K shares4.88%2026-06-302026-07-31

JMST J P MORGAN EXCHANGE TRADED F19.8K shares3.40%2026-06-302026-07-31

AMGN AMGEN INC2.8K shares0.40%2026-06-302026-07-31

Sponsored

WMT WALMART INC8.9K shares0.98%2026-06-302026-07-31

PG PROCTER & GAMBLE CO6.5K shares0.67%2026-06-302026-07-31

JAVA J P MORGAN EXCHANGE TRADED F11.7K shares-0.72%2026-06-302026-07-31

PNW PINNACLE WEST CAP CORP8.6K shares0.00%2026-06-302026-07-31

AEP AMERICAN ELEC PWR CO INC6.7K shares0.15%2026-06-302026-07-31

PEP PEPSICO INC6.7K shares0.39%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC1.6K shares2.79%2026-06-302026-07-31

GOOG ALPHABET INC2.5K shares-14.20%2026-06-302026-07-31

Sponsored

SMMU PIMCO ETF TR17.6K shares5.14%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.2K shares0.09%2026-06-302026-07-31

SCHO SCHWAB STRATEGIC TR35.8K shares2.16%2026-06-302026-07-31

LAMR LAMAR ADVERTISING CO5.5K shares0.00%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP6.2K shares1.40%2026-06-302026-07-31

XLK SELECT SECTOR SPDR TR4.4K shares0.00%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC7.1K shares1.16%2026-06-302026-07-31

FELG FIDELITY COVINGTON TRUST18.4K shares-0.83%2026-06-302026-07-31

Sponsored

BROADCOM INC BROADCOM INC2.1K shares5.14%2026-06-302026-07-31

GTO INVESCO ACTIVELY MANAGED EXC16.4K shares4.88%2026-06-302026-07-31

DUK DUKE ENERGY CORP NEW5.7K shares0.28%2026-06-302026-07-31

MCD MCDONALDS CORP2.6K shares0.55%2026-06-302026-07-31

HYMB SPDR SERIES TRUST26.9K shares0.00%2026-06-302026-07-31

HYGV FLEXSHARES TR16.5K shares0.24%2026-06-302026-07-31

AMT AMERICAN TOWER CORP4.0K shares0.23%2026-06-302026-07-31

MET METLIFE INC7.6K shares0.10%2026-06-302026-07-31

Sponsored

AMRC AMERESCO INC22.6K shares0.00%2026-06-302026-07-31

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.0K shares-0.54%2026-06-302026-07-31

IBM INTERNATIONAL BUSINESS MACHS2.2K shares0.88%2026-06-302026-07-31

CPAY CORPAY INC1.8K shares0.06%2026-06-302026-07-31

BLK BLACKROCK INC622 shares0.65%2026-06-302026-07-31

PGR PROGRESSIVE CORP2.7K shares0.40%2026-06-302026-07-31

INTC INTEL CORP4.2K sharesnew addition2026-06-302026-07-31

PAYX PAYCHEX INC5.7K shares0.12%2026-06-302026-07-31

Sponsored

WAT WATERS CORP1.5K shares0.07%2026-06-302026-07-31

SHYM BLACKROCK ETF TRUST II23.7K shares0.00%2026-06-302026-07-31

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.5.5K shares0.16%2026-06-302026-07-31

KO COCA COLA CO6.0K shares27.40%2026-06-302026-07-31

ECL ECOLAB INC1.8K shares0.23%2026-06-302026-07-31

VTWG VANGUARD SCOTTSDALE FDS1.7K shares0.00%2026-06-302026-07-31

NETFLIX INC. NETFLIX INC.6.7K shares1.24%2026-06-302026-07-31

CVX CHEVRON CORPORATION2.8K shares1.34%2026-06-302026-07-31

Sponsored

SYK STRYKER CORPORATION1.5K shares0.48%2026-06-302026-07-31

DHR DANAHER CORP DEL2.4K shares0.50%2026-06-302026-07-31

JGRO J P MORGAN EXCHANGE TRADED F4.4K shares0.00%2026-06-302026-07-31

TMUS T-MOBILE US INC2.6K shares0.35%2026-06-302026-07-31

NOC NORTHROP GRUMMAN CORP854 shares0.23%2026-06-302026-07-31

UBER UBER TECHNOLOGIES INC6.0K shares33.10%2026-06-302026-07-31

IQV IQVIA HLDGS INC2.2K shares0.18%2026-06-302026-07-31

SBUX STARBUCKS CORP4.2K shares0.55%2026-06-302026-07-31

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY1.1K shares0.37%2026-06-302026-07-31

COP CONOCOPHILLIPS4.0K shares0.63%2026-06-302026-07-31

CRM SALESFORCE INC2.6K shares2.89%2026-06-302026-07-31

SCHW SCHWAB CHARLES CORP4.4K shares0.00%2026-06-302026-07-31

APPLIED MATLS INC APPLIED MATLS INC556 sharesnew addition2026-06-302026-07-31

ANET ARISTA NETWORKS INC2.3K shares0.87%2026-06-302026-07-31

PM PHILIP MORRIS INTL INC2.2K shares1.40%2026-06-302026-07-31

CEG CONSTELLATION ENERGY CORP1.5K shares0.46%2026-06-302026-07-31

Sponsored

PFE PFIZER INC15.4K shares0.97%2026-06-302026-07-31

BA BOEING CO1.7K shares-2.45%2026-06-302026-07-31

MKC MCCORMICK & CO INC7.0K shares0.00%2026-06-302026-07-31

ADI ANALOG DEVICES INC852 shares1.07%2026-06-302026-07-31

ADOBE INC ADOBE INC1.6K shares0.50%2026-06-302026-07-31

XLV SELECT SECTOR SPDR TR2.1K shares0.00%2026-06-302026-07-31

ARK ETF TR ARK ETF TR4.0K shares0.00%2026-06-302026-07-31

HONEYWELL INTL INC HONEYWELL INTL INC1.4K sharesnew addition2026-06-302026-07-31

Sponsored

QQQ INVESCO QQQ TR433 shares0.00%2026-06-302026-07-31

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.4K sharesnew addition2026-06-302026-07-31

KEY KEYCORP13.6K shares0.04%2026-06-302026-07-31

JEPI J P MORGAN EXCHANGE TRADED F5.4K shares0.00%2026-06-302026-07-31

KMI KINDER MORGAN INC DEL9.3K shares0.39%2026-06-302026-07-31

BUSE FIRST BUSEY CORP10.0K shares0.00%2026-06-302026-07-31

VOO VANGUARD INDEX FDS427 shares0.00%2026-06-302026-07-31

ARK ETF TR ARK ETF TR2.0K shares0.00%2026-06-302026-07-31

Sponsored

MRK MERCK & CO INC2.2K shares2.19%2026-06-302026-07-31

WASTE MGMT INC DEL WASTE MGMT INC DEL1.3K shares0.63%2026-06-302026-07-31

IVW ISHARES TR2.1K shares0.00%2026-06-302026-07-31

SNA SNAP ON INC693 shares0.14%2026-06-302026-07-31

HD HOME DEPOT INC746 shares2.75%2026-06-302026-07-31

DLN WISDOMTREE TR2.7K shares0.00%2026-06-302026-07-31

NBIS NEBIUS GROUP N.V.931 sharesnew addition2026-06-302026-07-31

PPL CORP PPL CORP7.0K shares0.26%2026-06-302026-07-31

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL509 shares5.82%2026-06-302026-07-31

WCBR WISDOMTREE TR7.0K sharesnew addition2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC596 sharesnew addition2026-06-302026-07-31

PH PARKER-HANNIFIN CORP249 shares1.22%2026-06-302026-07-31

GPC GENUINE PARTS CO2.0K shares0.00%2026-06-302026-07-31

UL UNILEVER PLC3.9K shares0.00%2026-06-302026-07-31

HCA HCA HEALTHCARE INC599 shares0.50%2026-06-302026-07-31

NEA NUVEEN AMT FREE QLTY MUN INC19.9K shares0.00%2026-06-302026-07-31

Sponsored

IMTM ISHARES TR4.3K shares0.00%2026-06-302026-07-31

STLD STEEL DYNAMICS INC1.0K sharesnew addition2026-06-302026-07-31

TDIV FIRST TR EXCHANGE TRADED FD2.0K sharesnew addition2026-06-302026-07-31

NBB NUVEEN TAXABLE MUNICPAL INM14.5K shares0.00%2026-06-302026-07-31

3M CO 3M CO1.4K sharesnew addition2026-06-302026-07-31

ABT ABBOTT LABORATORIES2.4K shares1.45%2026-06-302026-07-31

TFC TRUIST FINL CORP4.3K sharesnew addition2026-06-302026-07-31

XEL XCEL ENERGY INC2.7K shares0.38%2026-06-302026-07-31

Sponsored

BKNG BOOKING HOLDINGS INC1.2K sharesnew addition2026-06-302026-07-31

LNG CHENIERE ENERGY INC886 shares0.45%2026-06-302026-07-31

VEA VANGUARD TAX-MANAGED FDS2.9K sharesnew addition2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS INC4.9K sharesnew addition2026-06-302026-07-31

BDX BECTON DICKINSON & CO1.3K shares0.38%2026-06-302026-07-31

VTV

VANGUARD INDEX FDS

2.36%

Shares35.1K

Event2026-06-30

Filed2026-07-31

FNDF

SCHWAB STRATEGIC TR

-0.02%

Shares139.2K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

507.85%

Shares74.0K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

-18.49%

Shares14.4K

Event2026-06-30

Filed2026-07-31

CGGR

CAPITAL GROUP GROWTH ETF

-3.06%

Shares128.6K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

1.10%

Shares20.0K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

-7.02%

Shares26.9K

Event2026-06-30

Filed2026-07-31

CGDV

CAPITAL GROUP DIVIDEND VALUE

-1.14%

Shares94.7K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

0.53%

Shares3.2K

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO & CO

0.13%

Shares45.0K

Event2026-06-30

Filed2026-07-31

SPYG

SPDR SERIES TRUST

-2.89%

Shares29.8K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

2.40%

Shares13.6K

Event2026-06-30

Filed2026-07-31

VTEB

VANGUARD MUN BD FDS

3.33%

Shares56.6K

Event2026-06-30

Filed2026-07-31

BIV

VANGUARD BD INDEX FDS

8.89%

Shares36.8K

Event2026-06-30

Filed2026-07-31

MODL

VICTORY PORTFOLIOS II

-12.11%

Shares54.5K

Event2026-06-30

Filed2026-07-31

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares17.5K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

1.91%

Shares7.0K

Event2026-06-30

Filed2026-07-31

VCSH

VANGUARD SCOTTSDALE FDS

-0.29%

Shares31.0K

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

0.26%

Shares2.3K

Event2026-06-30

Filed2026-07-31

FBND

FIDELITY MERRIMACK STR TR

-1.87%

Shares50.9K

Event2026-06-30

Filed2026-07-31

VISA INC

0.56%

Shares6.3K

Event2026-06-30

Filed2026-07-31

VGSH

VANGUARD SCOTTSDALE FDS

-0.48%

Shares36.8K

Event2026-06-30

Filed2026-07-31

FSMD

FIDELITY COVINGTON TRUST

0.00%

Shares38.9K

Event2026-06-30

Filed2026-07-31

VYMI

VANGUARD WHITEHALL FDS

-2.13%

Shares20.8K

Event2026-06-30

Filed2026-07-31

LIN

LINDE PLC

0.26%

Shares3.4K

Event2026-06-30

Filed2026-07-31

NUVEEN QUALITY MUNCP INCOME

13.55%

Shares141.7K

Event2026-06-30

Filed2026-07-31

MMIT

NEW YORK LIFE INVTS ACTIVE E

6.39%

Shares70.1K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

0.21%

Shares19.3K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

0.29%

Shares8.8K

Event2026-06-30

Filed2026-07-31

CGXU

CAPITAL GROUP INTL FOCUS EQT

2.03%

Shares47.2K

Event2026-06-30

Filed2026-07-31

MUNI

PIMCO ETF TR

6.20%

Shares29.7K

Event2026-06-30

Filed2026-07-31

GWW

WW GRAINGER INC

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

5.03%

Shares4.0K

Event2026-06-30

Filed2026-07-31

PDBC

INVESCO ACTVELY MNGD ETC FD

-2.26%

Shares93.4K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

0.84%

Shares5.6K

Event2026-06-30

Filed2026-07-31

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares45.5K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

-2.10%

Shares4.1K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

299.97%

Shares15.0K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

1.57%

Shares2.8K

Event2026-06-30

Filed2026-07-31

ITW

ILLINOIS TOOL WKS INC

0.11%

Shares4.4K

Event2026-06-30

Filed2026-07-31

MICRON TECHNOLOGY INC

2.18%

Shares1.0K

Event2026-06-30

Filed2026-07-31

AVEM

AMERICAN CENTY ETF TR

1.30%

Shares11.8K

Event2026-06-30

Filed2026-07-31

PSX

PHILLIPS 66

0.13%

Shares6.3K

Event2026-06-30

Filed2026-07-31

SOUTHERN CO

0.20%

Shares11.0K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

0.91%

Shares3.1K

Event2026-06-30

Filed2026-07-31

JCPB

J P MORGAN EXCHANGE TRADED F

4.88%

Shares21.6K

Event2026-06-30

Filed2026-07-31

JMST

J P MORGAN EXCHANGE TRADED F

3.40%

Shares19.8K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

0.40%

Shares2.8K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

0.98%

Shares8.9K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

0.67%

Shares6.5K

Event2026-06-30

Filed2026-07-31

JAVA

J P MORGAN EXCHANGE TRADED F

-0.72%

Shares11.7K

Event2026-06-30

Filed2026-07-31

PNW

PINNACLE WEST CAP CORP

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-31

AEP

AMERICAN ELEC PWR CO INC

0.15%

Shares6.7K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

0.39%

Shares6.7K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

2.79%

Shares1.6K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

-14.20%

Shares2.5K

Event2026-06-30

Filed2026-07-31

SMMU

PIMCO ETF TR

5.14%

Shares17.6K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

0.09%

Shares1.2K

Event2026-06-30

Filed2026-07-31

SCHO

SCHWAB STRATEGIC TR

2.16%

Shares35.8K

Event2026-06-30

Filed2026-07-31

LAMR

LAMAR ADVERTISING CO

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

1.40%

Shares6.2K

Event2026-06-30

Filed2026-07-31

XLK

SELECT SECTOR SPDR TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

1.16%

Shares7.1K

Event2026-06-30

Filed2026-07-31

FELG

FIDELITY COVINGTON TRUST

-0.83%

Shares18.4K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

5.14%

Shares2.1K

Event2026-06-30

Filed2026-07-31

GTO

INVESCO ACTIVELY MANAGED EXC

4.88%

Shares16.4K

Event2026-06-30

Filed2026-07-31

DUK

DUKE ENERGY CORP NEW

0.28%

Shares5.7K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

0.55%

Shares2.6K

Event2026-06-30

Filed2026-07-31

HYMB

SPDR SERIES TRUST

0.00%

Shares26.9K

Event2026-06-30

Filed2026-07-31

HYGV

FLEXSHARES TR

0.24%

Shares16.5K

Event2026-06-30

Filed2026-07-31

AMT

AMERICAN TOWER CORP

0.23%

Shares4.0K

Event2026-06-30

Filed2026-07-31

MET

METLIFE INC

0.10%

Shares7.6K

Event2026-06-30

Filed2026-07-31

AMRC

AMERESCO INC

0.00%

Shares22.6K

Event2026-06-30

Filed2026-07-31

ACCENTURE PLC IRELAND

-0.54%

Shares5.0K

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

0.88%

Shares2.2K

Event2026-06-30

Filed2026-07-31

CPAY

CORPAY INC

0.06%

Shares1.8K

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK INC

0.65%

Shares622

Event2026-06-30

Filed2026-07-31

PGR

PROGRESSIVE CORP

0.40%

Shares2.7K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

New

Shares4.2K

Event2026-06-30

Filed2026-07-31

PAYX

PAYCHEX INC

0.12%

Shares5.7K

Event2026-06-30

Filed2026-07-31

WAT

WATERS CORP

0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-31

SHYM

BLACKROCK ETF TRUST II

0.00%

Shares23.7K

Event2026-06-30

Filed2026-07-31

MICROCHIP TECHNOLOGY INC.

0.16%

Shares5.5K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

27.40%

Shares6.0K

Event2026-06-30

Filed2026-07-31

ECL

ECOLAB INC

0.23%

Shares1.8K

Event2026-06-30

Filed2026-07-31

VTWG

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-31

NETFLIX INC.

1.24%

Shares6.7K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

1.34%

Shares2.8K

Event2026-06-30

Filed2026-07-31

SYK

STRYKER CORPORATION

0.48%

Shares1.5K

Event2026-06-30

Filed2026-07-31

DHR

DANAHER CORP DEL

0.50%

Shares2.4K

Event2026-06-30

Filed2026-07-31

JGRO

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-31

TMUS

T-MOBILE US INC

0.35%

Shares2.6K

Event2026-06-30

Filed2026-07-31

NOC

NORTHROP GRUMMAN CORP

0.23%

Shares854

Event2026-06-30

Filed2026-07-31

UBER

UBER TECHNOLOGIES INC

33.10%

Shares6.0K

Event2026-06-30

Filed2026-07-31

IQV

IQVIA HLDGS INC

0.18%

Shares2.2K

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

0.55%

Shares4.2K

Event2026-06-30

Filed2026-07-31

ELV

ELEVANCE HEALTH INC FORMERLY

0.37%

Shares1.1K

Event2026-06-30

Filed2026-07-31

COP

CONOCOPHILLIPS

0.63%

Shares4.0K

Event2026-06-30

Filed2026-07-31

CRM

SALESFORCE INC

2.89%

Shares2.6K

Event2026-06-30

Filed2026-07-31

SCHW

SCHWAB CHARLES CORP

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-31

APPLIED MATLS INC

New

Shares556

Event2026-06-30

Filed2026-07-31

ANET

ARISTA NETWORKS INC

0.87%

Shares2.3K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC

1.40%

Shares2.2K

Event2026-06-30

Filed2026-07-31

CEG

CONSTELLATION ENERGY CORP

0.46%

Shares1.5K

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

0.97%

Shares15.4K

Event2026-06-30

Filed2026-07-31

BOEING CO

-2.45%

Shares1.7K

Event2026-06-30

Filed2026-07-31

MKC

MCCORMICK & CO INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-31

ADI

ANALOG DEVICES INC

1.07%

Shares852

Event2026-06-30

Filed2026-07-31

ADOBE INC

0.50%

Shares1.6K

Event2026-06-30

Filed2026-07-31

XLV

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-31

ARK ETF TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-31

HONEYWELL INTL INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

0.00%

Shares433

Event2026-06-30

Filed2026-07-31

HONEYWELL AEROSPACE INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-31

KEY

KEYCORP

0.04%

Shares13.6K

Event2026-06-30

Filed2026-07-31

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-31

KMI

KINDER MORGAN INC DEL

0.39%

Shares9.3K

Event2026-06-30

Filed2026-07-31

BUSE

FIRST BUSEY CORP

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

0.00%

Shares427

Event2026-06-30

Filed2026-07-31

ARK ETF TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

2.19%

Shares2.2K

Event2026-06-30

Filed2026-07-31

WASTE MGMT INC DEL

0.63%

Shares1.3K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-31

SNA

SNAP ON INC

0.14%

Shares693

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

2.75%

Shares746

Event2026-06-30

Filed2026-07-31

DLN

WISDOMTREE TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-31

NBIS

NEBIUS GROUP N.V.

New

Shares931

Event2026-06-30

Filed2026-07-31

PPL CORP

0.26%

Shares7.0K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

5.82%

Shares509

Event2026-06-30

Filed2026-07-31

WCBR

WISDOMTREE TR

New

Shares7.0K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

New

Shares596

Event2026-06-30

Filed2026-07-31

PARKER-HANNIFIN CORP

1.22%

Shares249

Event2026-06-30

Filed2026-07-31

GPC

GENUINE PARTS CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-31

UNILEVER PLC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-31

HCA

HCA HEALTHCARE INC

0.50%

Shares599

Event2026-06-30

Filed2026-07-31

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares19.9K

Event2026-06-30

Filed2026-07-31

IMTM

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-31

STLD

STEEL DYNAMICS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-31

TDIV

FIRST TR EXCHANGE TRADED FD

New

Shares2.0K

Event2026-06-30

Filed2026-07-31

NBB

NUVEEN TAXABLE MUNICPAL INM

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-31

3M CO

New

Shares1.4K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

1.45%

Shares2.4K

Event2026-06-30

Filed2026-07-31

TFC

TRUIST FINL CORP

New

Shares4.3K

Event2026-06-30

Filed2026-07-31

XEL

XCEL ENERGY INC

0.38%

Shares2.7K

Event2026-06-30

Filed2026-07-31

BKNG

BOOKING HOLDINGS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

LNG

CHENIERE ENERGY INC

0.45%

Shares886

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

New

Shares2.9K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

New

Shares4.9K

Event2026-06-30

Filed2026-07-31

BDX

BECTON DICKINSON & CO

0.38%

Shares1.3K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available