Sponsored

The Analysis of L. Roy Papp & Associates, LLP's Holdings & P&L

Currently, L. Roy Papp & Associates, LLP holds 184 types of securities in its portfolio with a total value $867.4M. In the most recent quarter, they have increased their positions in SCHO (+296.4K shares, valued at $7.2M), N/A (+5.6K shares, valued at $2.8M), IGSB (+32.5K shares, valued at $1.7M); decreased their positions in N/A (-11.9K shares, valued at $3.4M), N/A (-8.4K shares, valued at $2.4M), AAPL (-6.8K shares, valued at $1.7M); initiated new positions in VSDM (+6.5K shares, valued at $497.4K), PSX (+1.4K shares, valued at $251.2K), NFLX (+2.2K shares, valued at $213.5K).

1M P&L

+13.6M+1.88%

3M P&L

-30.8M-4.02%

HY P&L

-8.5M-1.14%

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/A86.9M

12.4%

2Consumer Electronics57.6M

8.3%

3Software - Infrastructure45.7M

6.5%

Top Industries by Stock Count

1N/A49 stocks

29.2%

2Drug Manufacturers - General6 stocks

3.6%

3Semiconductors6 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC227.1K shares-2.91%2026-03-312026-04-14

ALPHABET INC ALPHABET INC156.2K shares-7.11%2026-03-312026-04-14

MSFT MICROSOFT CORP117.2K shares-0.06%2026-03-312026-04-14

BLACKROCK INC BLACKROCK INC36.0K shares-1.17%2026-03-312026-04-14

ORLY OREILLY AUTOMOTIVE INC332.9K shares-2.74%2026-03-312026-04-14

V VISA INC101.2K shares-0.25%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON117.2K shares-0.98%2026-03-312026-04-14

ALPHABET INC ALPHABET INC98.1K shares-7.86%2026-03-312026-04-14

Sponsored

EOG EOG RES INC180.0K shares-1.56%2026-03-312026-04-14

TMO THERMO FISHER SCIENTIFIC INC50.8K shares-1.39%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION23.8K shares-3.21%2026-03-312026-04-14

EXPD EXPEDITORS INTL WASH INC160.8K shares-1.40%2026-03-312026-04-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND111.4K shares-0.95%2026-03-312026-04-14

SYK STRYKER CORPORATION65.5K shares1.34%2026-03-312026-04-14

HD HOME DEPOT INC62.2K shares0.23%2026-03-312026-04-14

XBI SPDR SERIES TRUST133.6K shares-1.93%2026-03-312026-04-14

Sponsored

XOM EXXON MOBIL CORP90.1K shares0.16%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T70.5K shares8.62%2026-03-312026-04-14

CNI CANADIAN NATL RY CO131.5K shares-0.17%2026-03-312026-04-14

MTD METTLER TOLEDO INTERNATIONAL10.4K shares-1.74%2026-03-312026-04-14

MA MASTERCARD INCORPORATED25.3K shares-0.71%2026-03-312026-04-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC122.8K shares1.63%2026-03-312026-04-14

ADI ANALOG DEVICES INC36.8K shares-4.71%2026-03-312026-04-14

SCHO SCHWAB STRATEGIC TR472.5K shares168.38%2026-03-312026-04-14

Sponsored

AME AMETEK INC46.7K shares2.97%2026-03-312026-04-14

PG PROCTER & GAMBLE CO66.2K shares0.04%2026-03-312026-04-14

ECL ECOLAB INC35.3K shares-3.32%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO30.8K shares16.67%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR63.4K shares2.03%2026-03-312026-04-14

ROK ROCKWELL AUTOMATION INC22.4K shares-0.41%2026-03-312026-04-14

CVX CHEVRON CORPORATION37.2K shares0.44%2026-03-312026-04-14

PEP PEPSICO INC48.8K shares-0.90%2026-03-312026-04-14

Sponsored

USMV ISHARES TR79.0K shares-0.13%2026-03-312026-04-14

EMR EMERSON ELEC CO54.3K shares0.14%2026-03-312026-04-14

NVDA NVIDIA CORPORATION38.6K shares-0.17%2026-03-312026-04-14

WY WEYERHAEUSER CO272.9K shares0.00%2026-03-312026-04-14

VMI VALMONT INDS INC15.0K shares3.07%2026-03-312026-04-14

RBC RBC BEARINGS INC10.5K shares-14.08%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.6K shares2.26%2026-03-312026-04-14

IGSB ISHARES TR100.1K shares48.12%2026-03-312026-04-14

Sponsored

TRMB TRIMBLE INC78.0K shares0.24%2026-03-312026-04-14

TROW PRICE T ROWE GROUP INC55.8K shares-18.24%2026-03-312026-04-14

WCN WASTE CONNECTIONS INC27.2K shares0.00%2026-03-312026-04-14

RMD RESMED INC18.1K shares9.51%2026-03-312026-04-14

LINDE PLC LINDE PLC8.1K shares228.46%2026-03-312026-04-14

NXPI NXP SEMICONDUCTORS N V19.5K shares-4.73%2026-03-312026-04-14

CAT CATERPILLAR INC5.1K shares-0.02%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS16.7K shares0.52%2026-03-312026-04-14

Sponsored

SCHB SCHWAB STRATEGIC TR139.0K shares-2.37%2026-03-312026-04-14

FDS FACTSET RESH SYS INC15.4K shares-12.48%2026-03-312026-04-14

INTU INTUIT7.7K shares-5.51%2026-03-312026-04-14

WM WASTE MGMT INC DEL13.3K shares0.76%2026-03-312026-04-14

VGT VANGUARD WORLD FD4.4K shares0.00%2026-03-312026-04-14

RTX RTX CORPORATION15.3K shares9.14%2026-03-312026-04-14

MCD MCDONALDS CORP9.1K shares11.45%2026-03-312026-04-14

AMZN AMAZON COM INC12.8K shares0.38%2026-03-312026-04-14

Sponsored

VUG VANGUARD INDEX FDS5.9K shares-2.38%2026-03-312026-04-14

IEX IDEX CORP13.3K shares-0.89%2026-03-312026-04-14

VTI VANGUARD INDEX FDS7.7K shares-3.38%2026-03-312026-04-14

CSCO CISCO SYS INC30.9K shares0.32%2026-03-312026-04-14

EPD ENTERPRISE PRODS PARTNERS L61.9K shares0.02%2026-03-312026-04-14

KO COCA COLA CO30.0K shares3.64%2026-03-312026-04-14

AMGN AMGEN INC6.5K shares0.00%2026-03-312026-04-14

SHW SHERWIN WILLIAMS CO6.7K shares-3.38%2026-03-312026-04-14

Sponsored

WMT WALMART INC17.1K shares0.75%2026-03-312026-04-14

PR PERMIAN RESOURCES CORP97.5K shares1.34%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN9.6K shares0.00%2026-03-312026-04-14

YETI YETI HLDGS INC53.1K shares0.01%2026-03-312026-04-14

CHD CHURCH & DWIGHT CO INC20.5K shares-0.87%2026-03-312026-04-14

MKC MCCORMICK & CO INC37.4K shares-1.68%2026-03-312026-04-14

PEGA PEGASYSTEMS INC44.1K shares-0.83%2026-03-312026-04-14

ADBE ADOBE INC7.7K shares-1.09%2026-03-312026-04-14

Sponsored

XLE SELECT SECTOR SPDR TR30.3K shares1.39%2026-03-312026-04-14

MCHP MICROCHIP TECHNOLOGY INC.28.1K shares0.12%2026-03-312026-04-14

SLAB SILICON LABORATORIES INC8.6K shares-0.87%2026-03-312026-04-14

VTIP VANGUARD MALVERN FDS34.7K shares0.00%2026-03-312026-04-14

TECH BIO-TECHNE CORP32.7K shares0.04%2026-03-312026-04-14

SYY SYSCO CORP24.0K shares-0.71%2026-03-312026-04-14

ABBV ABBVIE INC7.6K shares1.51%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO4.8K shares0.00%2026-03-312026-04-14

Sponsored

STT STATE STR CORP11.3K shares3.73%2026-03-312026-04-14

CL COLGATE PALMOLIVE CO16.6K shares0.00%2026-03-312026-04-14

CLX CLOROX CO DEL13.7K shares0.52%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T2.2K shares8.62%2026-03-312026-04-14

LLY ELI LILLY & CO1.5K shares0.00%2026-03-312026-04-14

CSGP COSTAR GROUP INC32.9K shares-1.10%2026-03-312026-04-14

NKE NIKE INC24.7K shares-14.35%2026-03-312026-04-14

SLV ISHARES SILVER TR19.0K shares0.00%2026-03-312026-04-14

Sponsored

DT DYNATRACE INC34.4K shares15.99%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS5.1K shares0.41%2026-03-312026-04-14

KMI KINDER MORGAN INC DEL35.8K shares1.07%2026-03-312026-04-14

EGP EASTGROUP PPTYS INC6.4K shares0.00%2026-03-312026-04-14

ORCL ORACLE CORP7.9K shares-6.12%2026-03-312026-04-14

SNPS SYNOPSYS INC2.8K shares-0.87%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC8.8K shares0.59%2026-03-312026-04-14

META META PLATFORMS INC1.7K shares0.00%2026-03-312026-04-14

Sponsored

VVV VALVOLINE INC28.8K shares-0.88%2026-03-312026-04-14

TSLA TESLA INC2.4K shares0.41%2026-03-312026-04-14

GLD SPDR GOLD TR2.1K shares0.83%2026-03-312026-04-14

VCSH VANGUARD SCOTTSDALE FDS11.0K shares-7.77%2026-03-312026-04-14

ROST ROSS STORES INC4.0K shares0.00%2026-03-312026-04-14

WAB WABTEC3.4K shares-0.59%2026-03-312026-04-14

VO VANGUARD INDEX FDS2.9K shares0.10%2026-03-312026-04-14

SUB ISHARES TR7.3K shares37.38%2026-03-312026-04-14

Sponsored

ABT ABBOTT LABORATORIES7.6K shares-4.72%2026-03-312026-04-14

HON HONEYWELL INTL INC3.3K shares0.00%2026-03-312026-04-14

GWW WW GRAINGER INC684 shares37.35%2026-03-312026-04-14

NSC NORFOLK SOUTHN CORP2.5K shares0.00%2026-03-312026-04-14

KR KROGER CO9.8K shares0.00%2026-03-312026-04-14

GMF SPDR INDEX SHS FDS5.2K shares0.00%2026-03-312026-04-14

SCHX SCHWAB STRATEGIC TR26.1K shares-9.25%2026-03-312026-04-14

INTC INTEL CORP15.0K shares3.46%2026-03-312026-04-14

Sponsored

IWP ISHARES TR5.1K shares0.00%2026-03-312026-04-14

IVV ISHARES TR998 shares-6.55%2026-03-312026-04-14

FANG DIAMONDBACK ENERGY INC3.2K shares0.00%2026-03-312026-04-14

VTV VANGUARD INDEX FDS3.0K shares-15.98%2026-03-312026-04-14

MEDTRONIC PLC MEDTRONIC PLC6.8K shares0.40%2026-03-312026-04-14

SCHG SCHWAB STRATEGIC TR20.0K shares-1.96%2026-03-312026-04-14

WFC WELLS FARGO & CO7.3K shares0.00%2026-03-312026-04-14

FSLR FIRST SOLAR INC2.9K shares6.31%2026-03-312026-04-14

Sponsored

NOC NORTHROP GRUMMAN CORP832 shares92.59%2026-03-312026-04-14

POOL POOL CORP2.6K shares-0.72%2026-03-312026-04-14

VT VANGUARD INTL EQUITY INDEX F3.8K shares0.00%2026-03-312026-04-14

VXF VANGUARD INDEX FDS2.5K shares2.57%2026-03-312026-04-14

NEE NEXTERA ENERGY INC5.5K shares20.67%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE1.8K shares2.09%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR888 shares-1.44%2026-03-312026-04-14

BMY BRISTOL-MYERS SQUIBB CO8.3K shares0.93%2026-03-312026-04-14

Sponsored

VSDM VANGUARD MUN BD FDS6.5K sharesnew addition2026-03-312026-04-14

AMAT APPLIED MATLS INC1.4K shares-28.68%2026-03-312026-04-14

QUAL ISHARES TR2.5K shares0.00%2026-03-312026-04-14

CSX CSX CORP11.4K shares22.58%2026-03-312026-04-14

GEV GE VERNOVA INC531 shares0.00%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS3.1K shares-2.04%2026-03-312026-04-14

JFLX J P MORGAN EXCHANGE TRADED F9.3K shares0.00%2026-03-312026-04-14

IQV IQVIA HLDGS INC2.7K shares-7.24%2026-03-312026-04-14

Sponsored

MTUM ISHARES TR1.8K shares0.00%2026-03-312026-04-14

DIS DISNEY WALT CO4.6K shares0.00%2026-03-312026-04-14

UMBF UMB FINL CORP3.9K shares-3.23%2026-03-312026-04-14

VTEB VANGUARD MUN BD FDS8.7K shares0.00%2026-03-312026-04-14

FAD FIRST TR EXCHANGE-TRADED ALP2.6K shares0.00%2026-03-312026-04-14

DVN DEVON ENERGY CORP NEW8.1K shares-6.83%2026-03-312026-04-14

BDX BECTON DICKINSON & CO2.5K shares-4.10%2026-03-312026-04-14

PFE PFIZER INC13.3K shares0.87%2026-03-312026-04-14

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC3.0K shares0.00%2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.7K shares10.04%2026-03-312026-04-14

SHM SPDR SERIES TRUST7.1K shares0.00%2026-03-312026-04-14

TJX TJX COS INC NEW2.1K shares0.00%2026-03-312026-04-14

VB VANGUARD INDEX FDS1.3K shares-2.33%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS543 shares-1.81%2026-03-312026-04-14

IDXX IDEXX LABS INC570 shares0.00%2026-03-312026-04-14

UNP UNION PAC CORP1.3K shares14.21%2026-03-312026-04-14

Sponsored

IEV ISHARES TR4.5K shares0.00%2026-03-312026-04-14

FTCS FIRST TR EXCHANGE-TRADED FD3.3K shares0.00%2026-03-312026-04-14

EWJ ISHARES INC3.6K shares0.00%2026-03-312026-04-14

LOW LOWES COS INC1.3K shares0.00%2026-03-312026-04-14

VXUS VANGUARD STAR FDS3.9K shares0.00%2026-03-312026-04-14

FXL FIRST TR EXCHANGE-TRADED FD1.8K shares0.00%2026-03-312026-04-14

QYLD GLOBAL X FDS16.6K shares16.82%2026-03-312026-04-14

VOT VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-14

Sponsored

SBUX STARBUCKS CORP3.0K shares0.00%2026-03-312026-04-14

VBR VANGUARD INDEX FDS1.2K shares0.57%2026-03-312026-04-14

CINF CINCINNATI FINL CORP1.7K shares0.00%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR8.6K shares0.00%2026-03-312026-04-14

ZTS ZOETIS INC2.2K shares0.00%2026-03-312026-04-14

PSX PHILLIPS 661.4K sharesnew addition2026-03-312026-04-14

FI FISERV INC4.4K shares-55.66%2026-03-312026-04-14

CRH PLC CRH PLC2.3K shares0.00%2026-03-312026-04-14

Sponsored

NTRS NORTHERN TR CORP1.7K shares0.00%2026-03-312026-04-14

SCHW SCHWAB CHARLES CORP2.5K shares0.12%2026-03-312026-04-14

BK BANK NEW YORK MELLON CORP2.0K shares0.00%2026-03-312026-04-14

AZO AUTOZONE INC70 shares-6.67%2026-03-312026-04-14

FUL FULLER H B CO3.7K shares0.00%2026-03-312026-04-14

SMH VANECK ETF TRUST600 shares0.00%2026-03-312026-04-14

IWM ISHARES TR917 shares0.00%2026-03-312026-04-14

RIO RIO TINTO PLC2.4K shares-7.65%2026-03-312026-04-14

Sponsored

SKYY FIRST TR EXCHANGE-TRADED FD2.0K shares0.00%2026-03-312026-04-14

NFLX NETFLIX INC.2.2K sharesnew addition2026-03-312026-04-14

XAR SPDR SERIES TRUST823 shares-10.83%2026-03-312026-04-14

ICLR ICON PLC1.9K shares-47.48%2026-03-312026-04-14

APD AIR PRODUCTS AND CHEMICALS I706 sharesnew addition2026-03-312026-04-14

AEM AGNICO EAGLE MINES LTD1.0K sharesnew addition2026-03-312026-04-14

STRL STERLING INFRASTRUCTURE INC497 sharesnew addition2026-03-312026-04-14

OMEX ODYSSEY MARINE EXPL INC152.5K shares0.00%2026-03-312026-04-14

Sponsored

AAPL

APPLE INC

-2.91%

Shares227.1K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-7.11%

Shares156.2K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-0.06%

Shares117.2K

Event2026-03-31

Filed2026-04-14

BLACKROCK INC

-1.17%

Shares36.0K

Event2026-03-31

Filed2026-04-14

ORLY

OREILLY AUTOMOTIVE INC

-2.74%

Shares332.9K

Event2026-03-31

Filed2026-04-14

VISA INC

-0.25%

Shares101.2K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-0.98%

Shares117.2K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-7.86%

Shares98.1K

Event2026-03-31

Filed2026-04-14

EOG

EOG RES INC

-1.56%

Shares180.0K

Event2026-03-31

Filed2026-04-14

TMO

THERMO FISHER SCIENTIFIC INC

-1.39%

Shares50.8K

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION

-3.21%

Shares23.8K

Event2026-03-31

Filed2026-04-14

EXPD

EXPEDITORS INTL WASH INC

-1.40%

Shares160.8K

Event2026-03-31

Filed2026-04-14

ACCENTURE PLC IRELAND

-0.95%

Shares111.4K

Event2026-03-31

Filed2026-04-14

SYK

STRYKER CORPORATION

1.34%

Shares65.5K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

0.23%

Shares62.2K

Event2026-03-31

Filed2026-04-14

XBI

SPDR SERIES TRUST

-1.93%

Shares133.6K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

0.16%

Shares90.1K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

8.62%

Shares70.5K

Event2026-03-31

Filed2026-04-14

CNI

CANADIAN NATL RY CO

-0.17%

Shares131.5K

Event2026-03-31

Filed2026-04-14

MTD

METTLER TOLEDO INTERNATIONAL

-1.74%

Shares10.4K

Event2026-03-31

Filed2026-04-14

MASTERCARD INCORPORATED

-0.71%

Shares25.3K

Event2026-03-31

Filed2026-04-14

MARVELL TECHNOLOGY INC

1.63%

Shares122.8K

Event2026-03-31

Filed2026-04-14

ADI

ANALOG DEVICES INC

-4.71%

Shares36.8K

Event2026-03-31

Filed2026-04-14

SCHO

SCHWAB STRATEGIC TR

168.38%

Shares472.5K

Event2026-03-31

Filed2026-04-14

AME

AMETEK INC

2.97%

Shares46.7K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

0.04%

Shares66.2K

Event2026-03-31

Filed2026-04-14

ECL

ECOLAB INC

-3.32%

Shares35.3K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

16.67%

Shares30.8K

Event2026-03-31

Filed2026-04-14

XLK

SELECT SECTOR SPDR TR

2.03%

Shares63.4K

Event2026-03-31

Filed2026-04-14

ROK

ROCKWELL AUTOMATION INC

-0.41%

Shares22.4K

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORPORATION

0.44%

Shares37.2K

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC

-0.90%

Shares48.8K

Event2026-03-31

Filed2026-04-14

USMV

ISHARES TR

-0.13%

Shares79.0K

Event2026-03-31

Filed2026-04-14

EMR

EMERSON ELEC CO

0.14%

Shares54.3K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

-0.17%

Shares38.6K

Event2026-03-31

Filed2026-04-14

WEYERHAEUSER CO

0.00%

Shares272.9K

Event2026-03-31

Filed2026-04-14

VMI

VALMONT INDS INC

3.07%

Shares15.0K

Event2026-03-31

Filed2026-04-14

RBC

RBC BEARINGS INC

-14.08%

Shares10.5K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

2.26%

Shares11.6K

Event2026-03-31

Filed2026-04-14

IGSB

ISHARES TR

48.12%

Shares100.1K

Event2026-03-31

Filed2026-04-14

TRMB

TRIMBLE INC

0.24%

Shares78.0K

Event2026-03-31

Filed2026-04-14

TROW

PRICE T ROWE GROUP INC

-18.24%

Shares55.8K

Event2026-03-31

Filed2026-04-14

WCN

WASTE CONNECTIONS INC

0.00%

Shares27.2K

Event2026-03-31

Filed2026-04-14

RMD

RESMED INC

9.51%

Shares18.1K

Event2026-03-31

Filed2026-04-14

LINDE PLC

228.46%

Shares8.1K

Event2026-03-31

Filed2026-04-14

NXPI

NXP SEMICONDUCTORS N V

-4.73%

Shares19.5K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

-0.02%

Shares5.1K

Event2026-03-31

Filed2026-04-14

VIG

VANGUARD SPECIALIZED FUNDS

0.52%

Shares16.7K

Event2026-03-31

Filed2026-04-14

SCHB

SCHWAB STRATEGIC TR

-2.37%

Shares139.0K

Event2026-03-31

Filed2026-04-14

FDS

FACTSET RESH SYS INC

-12.48%

Shares15.4K

Event2026-03-31

Filed2026-04-14

INTU

INTUIT

-5.51%

Shares7.7K

Event2026-03-31

Filed2026-04-14

WASTE MGMT INC DEL

0.76%

Shares13.3K

Event2026-03-31

Filed2026-04-14

VGT

VANGUARD WORLD FD

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-14

RTX

RTX CORPORATION

9.14%

Shares15.3K

Event2026-03-31

Filed2026-04-14

MCD

MCDONALDS CORP

11.45%

Shares9.1K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

0.38%

Shares12.8K

Event2026-03-31

Filed2026-04-14

VUG

VANGUARD INDEX FDS

-2.38%

Shares5.9K

Event2026-03-31

Filed2026-04-14

IEX

IDEX CORP

-0.89%

Shares13.3K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

-3.38%

Shares7.7K

Event2026-03-31

Filed2026-04-14

CSCO

CISCO SYS INC

0.32%

Shares30.9K

Event2026-03-31

Filed2026-04-14

EPD

ENTERPRISE PRODS PARTNERS L

0.02%

Shares61.9K

Event2026-03-31

Filed2026-04-14

COCA COLA CO

3.64%

Shares30.0K

Event2026-03-31

Filed2026-04-14

AMGN

AMGEN INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-14

SHW

SHERWIN WILLIAMS CO

-3.38%

Shares6.7K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

0.75%

Shares17.1K

Event2026-03-31

Filed2026-04-14

PERMIAN RESOURCES CORP

1.34%

Shares97.5K

Event2026-03-31

Filed2026-04-14

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-14

YETI

YETI HLDGS INC

0.01%

Shares53.1K

Event2026-03-31

Filed2026-04-14

CHD

CHURCH & DWIGHT CO INC

-0.87%

Shares20.5K

Event2026-03-31

Filed2026-04-14

MKC

MCCORMICK & CO INC

-1.68%

Shares37.4K

Event2026-03-31

Filed2026-04-14

PEGA

PEGASYSTEMS INC

-0.83%

Shares44.1K

Event2026-03-31

Filed2026-04-14

ADBE

ADOBE INC

-1.09%

Shares7.7K

Event2026-03-31

Filed2026-04-14

XLE

SELECT SECTOR SPDR TR

1.39%

Shares30.3K

Event2026-03-31

Filed2026-04-14

MCHP

MICROCHIP TECHNOLOGY INC.

0.12%

Shares28.1K

Event2026-03-31

Filed2026-04-14

SLAB

SILICON LABORATORIES INC

-0.87%

Shares8.6K

Event2026-03-31

Filed2026-04-14

VTIP

VANGUARD MALVERN FDS

0.00%

Shares34.7K

Event2026-03-31

Filed2026-04-14

TECH

BIO-TECHNE CORP

0.04%

Shares32.7K

Event2026-03-31

Filed2026-04-14

SYY

SYSCO CORP

-0.71%

Shares24.0K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

1.51%

Shares7.6K

Event2026-03-31

Filed2026-04-14

AXP

AMERICAN EXPRESS CO

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-14

STT

STATE STR CORP

3.73%

Shares11.3K

Event2026-03-31

Filed2026-04-14

COLGATE PALMOLIVE CO

0.00%

Shares16.6K

Event2026-03-31

Filed2026-04-14

CLX

CLOROX CO DEL

0.52%

Shares13.7K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

8.62%

Shares2.2K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

CSGP

COSTAR GROUP INC

-1.10%

Shares32.9K

Event2026-03-31

Filed2026-04-14

NKE

NIKE INC

-14.35%

Shares24.7K

Event2026-03-31

Filed2026-04-14

SLV

ISHARES SILVER TR

0.00%

Shares19.0K

Event2026-03-31

Filed2026-04-14

DYNATRACE INC

15.99%

Shares34.4K

Event2026-03-31

Filed2026-04-14

IBM

INTERNATIONAL BUSINESS MACHS

0.41%

Shares5.1K

Event2026-03-31

Filed2026-04-14

KMI

KINDER MORGAN INC DEL

1.07%

Shares35.8K

Event2026-03-31

Filed2026-04-14

EGP

EASTGROUP PPTYS INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-14

ORCL

ORACLE CORP

-6.12%

Shares7.9K

Event2026-03-31

Filed2026-04-14

SNPS

SYNOPSYS INC

-0.87%

Shares2.8K

Event2026-03-31

Filed2026-04-14

MERCK & CO INC

0.59%

Shares8.8K

Event2026-03-31

Filed2026-04-14