Sponsored

The Analysis of LAFFER TENGLER INVESTMENTS, INC.'s Holdings & P&L

Currently, LAFFER TENGLER INVESTMENTS, INC. holds 182 types of securities in its portfolio with a total value $677.2M. In the most recent quarter, they have increased their positions in GEV (+4.1K shares, valued at $3.5M), N/A (+11.8K shares, valued at $3.4M), N/A (+2.8K shares, valued at $3.3M); decreased their positions in CVX (-16.1K shares, valued at $3.3M), EOG (-21.3K shares, valued at $3.1M), VRIG (-71.3K shares, valued at $1.8M); initiated new positions in GEV (+4.1K shares, valued at $3.5M), N/A (+2.8K shares, valued at $3.3M), N/A (+2.9K shares, valued at $3.3M).

1M P&L

+19.7M+4.00%

3M P&L

+21.6M+4.40%

HY P&L

+41.2M+8.74%

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/A64.3M

12.7%

2Software - Infrastructure56.8M

11.2%

3Capital Markets27.2M

5.4%

Top Industries by Stock Count

1N/A51 stocks

35.4%

2Aerospace & Defense7 stocks

4.9%

3Software - Infrastructure5 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GS GOLDMAN SACHS GROUP INC29.3K shares-4.05%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP114.3K shares-5.00%2026-03-312026-05-13

BROADCOM INC BROADCOM INC77.5K shares-4.08%2026-03-312026-05-13

MSFT MICROSOFT CORP59.9K shares13.95%2026-03-312026-05-13

ALPHABET INC ALPHABET INC73.7K shares19.10%2026-03-312026-05-13

WMT WALMART INC164.1K shares-5.81%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO63.9K shares3.10%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO64.7K shares4.06%2026-03-312026-05-13

Sponsored

AAPL APPLE INC74.7K shares8.54%2026-03-312026-05-13

ABBV ABBVIE INC70.6K shares2.87%2026-03-312026-05-13

RTX RTX CORPORATION75.0K shares3.70%2026-03-312026-05-13

PWR QUANTA SVCS INC23.9K shares1.37%2026-03-312026-05-13

HD HOME DEPOT INC37.1K shares0.90%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON48.8K shares5.45%2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC34.0K shares5.16%2026-03-312026-05-13

AMZN AMAZON COM INC53.6K shares0.51%2026-03-312026-05-13

Sponsored

CVX CHEVRON CORPORATION53.4K shares-23.16%2026-03-312026-05-13

TJX TJX COS INC NEW62.8K shares4.72%2026-03-312026-05-13

ORCL ORACLE CORP66.3K shares3.72%2026-03-312026-05-13

CSCO CISCO SYS INC123.3K shares3.74%2026-03-312026-05-13

STLD STEEL DYNAMICS INC52.4K shares2.65%2026-03-312026-05-13

NVDA NVIDIA CORPORATION52.5K shares2.39%2026-03-312026-05-13

EMR EMERSON ELEC CO67.1K shares3.49%2026-03-312026-05-13

SBUX STARBUCKS CORP94.0K shares4.01%2026-03-312026-05-13

Sponsored

MCD MCDONALDS CORP26.8K shares7.59%2026-03-312026-05-13

CARR CARRIER GLOBAL CORPORATION147.4K shares3.64%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC51.0K shares-0.61%2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A16.3K shares9.75%2026-03-312026-05-13

WMB WILLIAMS COS INC104.8K shares24.75%2026-03-312026-05-13

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD162.5K shares2.25%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC95.6K shares-1.77%2026-03-312026-05-13

NEE NEXTERA ENERGY INC73.5K shares3.04%2026-03-312026-05-13

Sponsored

PLD PROLOGIS INC.50.8K shares6.89%2026-03-312026-05-13

NOW SERVICENOW INC62.8K shares16.60%2026-03-312026-05-13

DHI D R HORTON INC47.6K shares36.14%2026-03-312026-05-13

TSLA TESLA INC16.5K shares4.21%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS24.1K shares7.80%2026-03-312026-05-13

EOG EOG RES INC39.8K shares-34.86%2026-03-312026-05-13

DE DEERE & CO9.8K shares4.35%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC63.1K shares6.72%2026-03-312026-05-13

Sponsored

COST COSTCO WHOLESALE CORPORATION5.4K shares8.49%2026-03-312026-05-13

BAC-PL BANK AMERICA CORP4.2K shares28.33%2026-03-312026-05-13

WFC-PL WELLS FARGO & CO4.4K shares34.21%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC11.4K shares1.03%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC29.4K shares24.15%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC11.7K shares25.22%2026-03-312026-05-13

HPE-PC HEWLETT PACKARD ENTERPRISE C63.6K shares3.76%2026-03-312026-05-13

VENTAS RLTY LTD PARTNERSHIP VENTAS RLTY LTD PARTNERSHIP2.4K shares-0.99%2026-03-312026-05-13

Sponsored

GEV GE VERNOVA INC4.1K sharesnew addition2026-03-312026-05-13

CAPITAL SOUTHWEST CORP CAPITAL SOUTHWEST CORP3.4K shares-0.52%2026-03-312026-05-13

SYK STRYKER CORPORATION10.1K shares0.97%2026-03-312026-05-13

PINNACLE WEST CAP CORP PINNACLE WEST CAP CORP2.8K sharesnew addition2026-03-312026-05-13

BA-PA BOEING CO51.0K shares-0.54%2026-03-312026-05-13

V VISA INC10.9K shares1.88%2026-03-312026-05-13

SOUTHERN CO SOUTHERN CO2.9K sharesnew addition2026-03-312026-05-13

PPL CAP FDG INC PPL CAP FDG INC2.8K shares9.69%2026-03-312026-05-13

Sponsored

ADVANCED ENERGY INDS ADVANCED ENERGY INDS1.3K shares-0.37%2026-03-312026-05-13

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC2.7K shares7.62%2026-03-312026-05-13

EQT CORP EQT CORP50.0K shares1.92%2026-03-312026-05-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.5K sharesnew addition2026-03-312026-05-13

APO-PA APOLLO GLOBAL MGMT INC52.5K shares2.34%2026-03-312026-05-13

MCHPP MICROCHIP TECHNOLOGY INC.51.8K shares1.65%2026-03-312026-05-13

CMS ENERGY CORP CMS ENERGY CORP2.5K sharesnew addition2026-03-312026-05-13

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP3.0K shares0.58%2026-03-312026-05-13

Sponsored

BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN2.9K shares-0.38%2026-03-312026-05-13

IVW ISHARES TR24.8K shares0.00%2026-03-312026-05-13

AMERICAN WTR CAP CORP AMERICAN WTR CAP CORP2.7K shares9.12%2026-03-312026-05-13

JAZZ INVESTMENTS I LTD JAZZ INVESTMENTS I LTD2.3K shares-0.39%2026-03-312026-05-13

FIRSTENERGY CORP FIRSTENERGY CORP2.5K shares-0.44%2026-03-312026-05-13

ULTA ULTA BEAUTY INC5.2K shares2.30%2026-03-312026-05-13

TETRA TECH INC NEW TETRA TECH INC NEW2.5K shares9.09%2026-03-312026-05-13

GLOBAL PMTS INC GLOBAL PMTS INC2.9K shares-0.61%2026-03-312026-05-13

Sponsored

NFLX NETFLIX INC.26.7K shares2.42%2026-03-312026-05-13

ARES-PB ARES MANAGEMENT CORPORATION69.6K shares4.59%2026-03-312026-05-13

ALB-PA ALBEMARLE CORP35.3K shares-0.61%2026-03-312026-05-13

ITRON INC ITRON INC2.5K sharesnew addition2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T3.8K shares-17.62%2026-03-312026-05-13

KKR-PD KKR & CO INC60.7K shares5.99%2026-03-312026-05-13

GLD SPDR GOLD TR5.6K shares833.33%2026-03-312026-05-13

STARWOOD PPTY TR INC STARWOOD PPTY TR INC2.2K shares12.33%2026-03-312026-05-13

Sponsored

ORACLE CORP ORACLE CORP50.0K sharesnew addition2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC11.1K shares55.81%2026-03-312026-05-13

SHW SHERWIN WILLIAMS CO7.0K shares2.00%2026-03-312026-05-13

UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC1.8K shares-0.06%2026-03-312026-05-13

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC2.0K shares-0.40%2026-03-312026-05-13

SHYG ISHARES TR47.4K shares6.71%2026-03-312026-05-13

TGLR ETF OPPORTUNITIES TRUST54.4K shares26.45%2026-03-312026-05-13

MERITAGE HOMES CORP MERITAGE HOMES CORP2.0K shares-0.25%2026-03-312026-05-13

Sponsored

IVE ISHARES TR9.0K shares0.00%2026-03-312026-05-13

MKS INC. MKS INC.1.1K sharesnew addition2026-03-312026-05-13

LANTHEUS HLDGS INC LANTHEUS HLDGS INC1.5K shares3.41%2026-03-312026-05-13

BOFA FIN LLC BOFA FIN LLC1.5K shares0.00%2026-03-312026-05-13

JAAA JANUS DETROIT STR TR32.5K shares5.12%2026-03-312026-05-13

PFFA ETFIS SER TR I75.1K sharesnew addition2026-03-312026-05-13

VRIG INVESCO ACTIVELY MANAGED EXC60.1K shares-54.27%2026-03-312026-05-13

BYLD ISHARES TR64.8K shares65.79%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC4.9K shares4.57%2026-03-312026-05-13

CLOA BLACKROCK ETF TRUST II27.2K shares8.29%2026-03-312026-05-13

HAEMONETICS CORP MASS HAEMONETICS CORP MASS1.4K sharesnew addition2026-03-312026-05-13

SCCO SOUTHERN COPPER CORP7.0K shares23.57%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR47.8K shares0.00%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K shares424.57%2026-03-312026-05-13

IEMG ISHARES INC15.1K shares0.00%2026-03-312026-05-13

INFL LISTED FDS TR20.0K sharesnew addition2026-03-312026-05-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.7K shares0.00%2026-03-312026-05-13

BINC BLACKROCK ETF TRUST II18.7K shares-24.51%2026-03-312026-05-13

BXSL BLACKSTONE SECD LENDING FD40.1K sharesnew addition2026-03-312026-05-13

TER TERADYNE INC3.2K shares35.69%2026-03-312026-05-13

EWJ ISHARES INC10.8K shares0.00%2026-03-312026-05-13

LINDE PLC LINDE PLC1.7K shares14.89%2026-03-312026-05-13

PAAS PAN AMERN SILVER CORP14.8K shares9.28%2026-03-312026-05-13

COHERENT CORP COHERENT CORP3.3K shares12.78%2026-03-312026-05-13

Sponsored

CCJ CAMECO CORP7.2K shares38.26%2026-03-312026-05-13

IVV ISHARES TR1.2K shares0.00%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS12.1K shares0.00%2026-03-312026-05-13

PL PLANET LABS PBC27.5K shares68.73%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC1.7K shares17.86%2026-03-312026-05-13

COINBASE GLOBAL INC COINBASE GLOBAL INC812 sharesnew addition2026-03-312026-05-13

EZU ISHARES INC11.2K shares0.00%2026-03-312026-05-13

IWB ISHARES TR1.9K shares0.00%2026-03-312026-05-13

Sponsored

USHY ISHARES TR18.2K shares8.45%2026-03-312026-05-13

PARSONS CORP DEL PARSONS CORP DEL641 shares10.90%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP1.0K shares-10.34%2026-03-312026-05-13

XOM EXXON MOBIL CORP3.6K shares-23.96%2026-03-312026-05-13

EFA ISHARES TR6.1K shares96.34%2026-03-312026-05-13

ROCKET LAB CORP ROCKET LAB CORP9.0K sharesnew addition2026-03-312026-05-13

USB US BANCORP10.3K shares-10.83%2026-03-312026-05-13

PLTM GRANITESHARES PLATINUM TR28.1K shares35.89%2026-03-312026-05-13

Sponsored

EWU ISHARES TR11.6K shares0.00%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.5K sharesnew addition2026-03-312026-05-13

BWXT BWX TECHNOLOGIES INC2.5K shares49.35%2026-03-312026-05-13

SYNAPTICS INC SYNAPTICS INC492 sharesnew addition2026-03-312026-05-13

HON HONEYWELL INTL INC2.3K shares16.98%2026-03-312026-05-13

PAVE GLOBAL X FDS10.0K sharesnew addition2026-03-312026-05-13

DIA STATE STR SPDR DOW JONES IND1.1K shares0.00%2026-03-312026-05-13

AMGN AMGEN INC1.4K shares-8.35%2026-03-312026-05-13

Sponsored

MELI MERCADOLIBRE INC285 shares0.00%2026-03-312026-05-13

CLOI VANECK ETF TRUST9.2K shares8.40%2026-03-312026-05-13

VIPER ENERGY INC VIPER ENERGY INC10.2K sharesnew addition2026-03-312026-05-13

VUG VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-13

IRDM IRIDIUM COMMUNICATIONS INC16.9K shares-12.23%2026-03-312026-05-13

AMAT APPLIED MATLS INC1.4K shares-1.17%2026-03-312026-05-13

INDA ISHARES TR9.7K shares-23.80%2026-03-312026-05-13

BAC BANK AMERICA CORP9.1K shares-3.85%2026-03-312026-05-13

Sponsored

HLT HILTON WORLDWIDE HLDGS INC1.4K shares12.21%2026-03-312026-05-13

SYM SYMBOTIC INC8.0K shares36.03%2026-03-312026-05-13

NRG NRG ENERGY INC2.9K shares-0.21%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP1.5K shares29.46%2026-03-312026-05-13

WPM WHEATON PRECIOUS METALS CORP3.1K shares36.80%2026-03-312026-05-13

CRM SALESFORCE INC2.1K shares-0.61%2026-03-312026-05-13

VARONIS SYS INC VARONIS SYS INC450 sharesnew addition2026-03-312026-05-13

LLY ELI LILLY & CO411 shares-1.91%2026-03-312026-05-13

Sponsored

NUTANIX INC NUTANIX INC412 sharesnew addition2026-03-312026-05-13

VFH VANGUARD WORLD FD2.9K shares0.00%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F6.4K shares0.00%2026-03-312026-05-13

VOX VANGUARD WORLD FD1.9K shares0.00%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC2.0K sharesnew addition2026-03-312026-05-13

VST VISTRA CORP2.1K sharesnew addition2026-03-312026-05-13

FANG DIAMONDBACK ENERGY INC1.6K shares-39.61%2026-03-312026-05-13

SPPP SPROTT ASSET MANAGEMENT LP20.0K sharesnew addition2026-03-312026-05-13

Sponsored

TXN TEXAS INSTRS INC1.6K shares-13.93%2026-03-312026-05-13

PGR PROGRESSIVE CORP1.5K shares-0.39%2026-03-312026-05-13

AVAV AEROVIRONMENT INC1.5K shares62.08%2026-03-312026-05-13

TLN TALEN ENERGY CORP830 shares4.93%2026-03-312026-05-13

PG PROCTER & GAMBLE CO1.8K shares-45.16%2026-03-312026-05-13

FOUR-PA SHIFT4 PMTS INC4.8K sharesnew addition2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR3.0K shares0.00%2026-03-312026-05-13

KO COCA COLA CO3.4K shares-1.89%2026-03-312026-05-13

Sponsored

SO SOUTHERN CO2.6K shares-0.31%2026-03-312026-05-13

WM WASTE MGMT INC DEL1.1K shares0.00%2026-03-312026-05-13

PSLV SPROTT ASSET MANAGEMENT LP10.0K sharesnew addition2026-03-312026-05-13

DRI DARDEN RESTAURANTS INC1.2K shares-21.73%2026-03-312026-05-13

SERV SERVE ROBOTICS INC28.3K shares54.14%2026-03-312026-05-13

NATIONAL GRID PLC NATIONAL GRID PLC2.8K sharesnew addition2026-03-312026-05-13

FEZ SPDR INDEX SHS FDS3.8K shares0.00%2026-03-312026-05-13

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-05-13

Sponsored

MS MORGAN STANLEY1.4K shares-24.63%2026-03-312026-05-13

LEU CENTRUS ENERGY CORP1.3K shares9.52%2026-03-312026-05-13

ABT ABBOTT LABORATORIES2.2K shares-3.75%2026-03-312026-05-13

KTOS KRATOS DEFENSE & SEC SOLUTIO3.2K sharesnew addition2026-03-312026-05-13

SPG SIMON PPTY GROUP INC NEW1.1K shares-18.61%2026-03-312026-05-13

IWD ISHARES TR979 shares0.00%2026-03-312026-05-13

GOLDMAN SACHS GROUP INC

-4.05%

Shares29.3K

Event2026-03-31

Filed2026-05-13

LAM RESEARCH CORP

-5.00%

Shares114.3K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-4.08%

Shares77.5K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

13.95%

Shares59.9K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

19.10%

Shares73.7K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-5.81%

Shares164.1K

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

3.10%

Shares63.9K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

4.06%

Shares64.7K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

8.54%

Shares74.7K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

2.87%

Shares70.6K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

3.70%

Shares75.0K

Event2026-03-31

Filed2026-05-13

PWR

QUANTA SVCS INC

1.37%

Shares23.9K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

0.90%

Shares37.1K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

5.45%

Shares48.8K

Event2026-03-31

Filed2026-05-13

LHX

L3HARRIS TECHNOLOGIES INC

5.16%

Shares34.0K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

0.51%

Shares53.6K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

-23.16%

Shares53.4K

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

4.72%

Shares62.8K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

3.72%

Shares66.3K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

3.74%

Shares123.3K

Event2026-03-31

Filed2026-05-13

STLD

STEEL DYNAMICS INC

2.65%

Shares52.4K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

2.39%

Shares52.5K

Event2026-03-31

Filed2026-05-13

EMR

EMERSON ELEC CO

3.49%

Shares67.1K

Event2026-03-31

Filed2026-05-13

SBUX

STARBUCKS CORP

4.01%

Shares94.0K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

7.59%

Shares26.8K

Event2026-03-31

Filed2026-05-13

CARR

CARRIER GLOBAL CORPORATION

3.64%

Shares147.4K

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC

-0.61%

Shares51.0K

Event2026-03-31

Filed2026-05-13

SPOT

SPOTIFY TECHNOLOGY S A

9.75%

Shares16.3K

Event2026-03-31

Filed2026-05-13

WMB

WILLIAMS COS INC

24.75%

Shares104.8K

Event2026-03-31

Filed2026-05-13

BROOKFIELD ASSET MANAGMT LTD

2.25%

Shares162.5K

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

-1.77%

Shares95.6K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

3.04%

Shares73.5K

Event2026-03-31

Filed2026-05-13

PLD

PROLOGIS INC.

6.89%

Shares50.8K

Event2026-03-31

Filed2026-05-13

NOW

SERVICENOW INC

16.60%

Shares62.8K

Event2026-03-31

Filed2026-05-13

DHI

D R HORTON INC

36.14%

Shares47.6K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

4.21%

Shares16.5K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

7.80%

Shares24.1K

Event2026-03-31

Filed2026-05-13

EOG

EOG RES INC

-34.86%

Shares39.8K

Event2026-03-31

Filed2026-05-13

DEERE & CO

4.35%

Shares9.8K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

6.72%

Shares63.1K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

8.49%

Shares5.4K

Event2026-03-31

Filed2026-05-13

BAC-PL

BANK AMERICA CORP

28.33%

Shares4.2K

Event2026-03-31

Filed2026-05-13

WFC-PL

WELLS FARGO & CO

34.21%

Shares4.4K

Event2026-03-31

Filed2026-05-13

CRWD

CROWDSTRIKE HLDGS INC

1.03%

Shares11.4K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

24.15%

Shares29.4K

Event2026-03-31

Filed2026-05-13

EATON CORP PLC

25.22%

Shares11.7K

Event2026-03-31

Filed2026-05-13

HPE-PC

HEWLETT PACKARD ENTERPRISE C

3.76%

Shares63.6K

Event2026-03-31

Filed2026-05-13

VENTAS RLTY LTD PARTNERSHIP

-0.99%

Shares2.4K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

New

Shares4.1K

Event2026-03-31

Filed2026-05-13

CAPITAL SOUTHWEST CORP

-0.52%

Shares3.4K

Event2026-03-31

Filed2026-05-13

SYK

STRYKER CORPORATION

0.97%

Shares10.1K

Event2026-03-31

Filed2026-05-13

PINNACLE WEST CAP CORP

New

Shares2.8K

Event2026-03-31

Filed2026-05-13

BA-PA

BOEING CO

-0.54%

Shares51.0K

Event2026-03-31

Filed2026-05-13

VISA INC

1.88%

Shares10.9K

Event2026-03-31

Filed2026-05-13

SOUTHERN CO

New

Shares2.9K

Event2026-03-31

Filed2026-05-13

PPL CAP FDG INC

9.69%

Shares2.8K

Event2026-03-31

Filed2026-05-13

ADVANCED ENERGY INDS

-0.37%

Shares1.3K

Event2026-03-31

Filed2026-05-13

CENTERPOINT ENERGY INC

7.62%

Shares2.7K

Event2026-03-31

Filed2026-05-13

EQT CORP

1.92%

Shares50.0K

Event2026-03-31

Filed2026-05-13

WEC ENERGY GROUP INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

APO-PA

APOLLO GLOBAL MGMT INC

2.34%

Shares52.5K

Event2026-03-31

Filed2026-05-13

MCHPP

MICROCHIP TECHNOLOGY INC.

1.65%

Shares51.8K

Event2026-03-31

Filed2026-05-13

CMS ENERGY CORP

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

ON SEMICONDUCTOR CORP

0.58%

Shares3.0K

Event2026-03-31

Filed2026-05-13

BLACKSTONE MORTGAGE TRUST IN

-0.38%

Shares2.9K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

0.00%

Shares24.8K

Event2026-03-31

Filed2026-05-13

AMERICAN WTR CAP CORP

9.12%

Shares2.7K

Event2026-03-31

Filed2026-05-13

JAZZ INVESTMENTS I LTD

-0.39%

Shares2.3K

Event2026-03-31

Filed2026-05-13

FIRSTENERGY CORP

-0.44%

Shares2.5K

Event2026-03-31

Filed2026-05-13

ULTA

ULTA BEAUTY INC

2.30%

Shares5.2K

Event2026-03-31

Filed2026-05-13

TETRA TECH INC NEW

9.09%

Shares2.5K

Event2026-03-31

Filed2026-05-13

GLOBAL PMTS INC

-0.61%

Shares2.9K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

2.42%

Shares26.7K

Event2026-03-31

Filed2026-05-13

ARES-PB

ARES MANAGEMENT CORPORATION

4.59%

Shares69.6K

Event2026-03-31

Filed2026-05-13

ALB-PA

ALBEMARLE CORP

-0.61%

Shares35.3K

Event2026-03-31

Filed2026-05-13

ITRON INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-17.62%

Shares3.8K

Event2026-03-31

Filed2026-05-13

KKR-PD

KKR & CO INC

5.99%

Shares60.7K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

833.33%

Shares5.6K

Event2026-03-31

Filed2026-05-13

STARWOOD PPTY TR INC

12.33%

Shares2.2K

Event2026-03-31

Filed2026-05-13

ORACLE CORP

New

Shares50.0K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

55.81%

Shares11.1K

Event2026-03-31

Filed2026-05-13

SHW

SHERWIN WILLIAMS CO

2.00%

Shares7.0K

Event2026-03-31

Filed2026-05-13

UBER TECHNOLOGIES INC

-0.06%

Shares1.8K

Event2026-03-31

Filed2026-05-13

HALOZYME THERAPEUTICS INC

-0.40%

Shares2.0K

Event2026-03-31

Filed2026-05-13

SHYG

ISHARES TR

6.71%

Shares47.4K

Event2026-03-31

Filed2026-05-13

TGLR

ETF OPPORTUNITIES TRUST

26.45%

Shares54.4K

Event2026-03-31

Filed2026-05-13

MERITAGE HOMES CORP

-0.25%

Shares2.0K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-13

MKS INC.

New

Shares1.1K

Event2026-03-31

Filed2026-05-13

LANTHEUS HLDGS INC

3.41%

Shares1.5K

Event2026-03-31

Filed2026-05-13

BOFA FIN LLC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

JAAA

JANUS DETROIT STR TR

5.12%

Shares32.5K

Event2026-03-31

Filed2026-05-13

PFFA

ETFIS SER TR I

New

Shares75.1K

Event2026-03-31

Filed2026-05-13

VRIG

INVESCO ACTIVELY MANAGED EXC

-54.27%

Shares60.1K

Event2026-03-31

Filed2026-05-13

BYLD

ISHARES TR

65.79%

Shares64.8K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

4.57%

Shares4.9K

Event2026-03-31

Filed2026-05-13

CLOA

BLACKROCK ETF TRUST II

8.29%

Shares27.2K

Event2026-03-31

Filed2026-05-13

HAEMONETICS CORP MASS

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

SCCO

SOUTHERN COPPER CORP

23.57%

Shares7.0K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares47.8K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

424.57%

Shares2.4K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

0.00%

Shares15.1K

Event2026-03-31

Filed2026-05-13

INFL

LISTED FDS TR

New

Shares20.0K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-13

BINC

BLACKROCK ETF TRUST II

-24.51%

Shares18.7K

Event2026-03-31

Filed2026-05-13

BXSL

BLACKSTONE SECD LENDING FD

New

Shares40.1K

Event2026-03-31

Filed2026-05-13

TER

TERADYNE INC

35.69%

Shares3.2K

Event2026-03-31

Filed2026-05-13

EWJ

ISHARES INC

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-13

LINDE PLC

14.89%

Shares1.7K

Event2026-03-31

Filed2026-05-13

PAAS

PAN AMERN SILVER CORP

9.28%

Shares14.8K

Event2026-03-31

Filed2026-05-13

COHERENT CORP

12.78%

Shares3.3K

Event2026-03-31

Filed2026-05-13

CCJ

CAMECO CORP

38.26%

Shares7.2K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares12.1K

Event2026-03-31

Filed2026-05-13

PLANET LABS PBC

68.73%

Shares27.5K

Event2026-03-31

Filed2026-05-13

ISRG

INTUITIVE SURGICAL INC

17.86%

Shares1.7K

Event2026-03-31

Filed2026-05-13

COINBASE GLOBAL INC

New

Shares812

Event2026-03-31

Filed2026-05-13

EZU

ISHARES INC

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

USHY

ISHARES TR

8.45%

Shares18.2K

Event2026-03-31

Filed2026-05-13

PARSONS CORP DEL

10.90%

Shares641

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

-10.34%

Shares1.0K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-23.96%

Shares3.6K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

96.34%

Shares6.1K

Event2026-03-31

Filed2026-05-13

ROCKET LAB CORP

New

Shares9.0K

Event2026-03-31

Filed2026-05-13

USB

US BANCORP

-10.83%

Shares10.3K

Event2026-03-31

Filed2026-05-13

PLTM

GRANITESHARES PLATINUM TR

35.89%

Shares28.1K

Event2026-03-31

Filed2026-05-13

EWU

ISHARES TR

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP

New

Shares1.5K

Event2026-03-31

Filed2026-05-13

BWXT

BWX TECHNOLOGIES INC

49.35%

Shares2.5K

Event2026-03-31

Filed2026-05-13

SYNAPTICS INC

New

Shares492

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC

16.98%

Shares2.3K

Event2026-03-31

Filed2026-05-13

PAVE

GLOBAL X FDS

New

Shares10.0K

Event2026-03-31

Filed2026-05-13

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

-8.35%

Shares1.4K

Event2026-03-31

Filed2026-05-13

MELI

MERCADOLIBRE INC

0.00%

Shares285

Event2026-03-31

Filed2026-05-13

CLOI

VANECK ETF TRUST

8.40%

Shares9.2K

Event2026-03-31

Filed2026-05-13

VIPER ENERGY INC

New

Shares10.2K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

IRDM

IRIDIUM COMMUNICATIONS INC

-12.23%

Shares16.9K

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATLS INC

-1.17%

Shares1.4K

Event2026-03-31

Filed2026-05-13

INDA

ISHARES TR

-23.80%

Shares9.7K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

-3.85%

Shares9.1K

Event2026-03-31

Filed2026-05-13

HLT

HILTON WORLDWIDE HLDGS INC

12.21%

Shares1.4K

Event2026-03-31

Filed2026-05-13

SYM

SYMBOTIC INC

36.03%

Shares8.0K

Event2026-03-31

Filed2026-05-13

NRG

NRG ENERGY INC

-0.21%

Shares2.9K

Event2026-03-31

Filed2026-05-13

CEG

CONSTELLATION ENERGY CORP

29.46%

Shares1.5K

Event2026-03-31

Filed2026-05-13

WPM

WHEATON PRECIOUS METALS CORP

36.80%

Shares3.1K

Event2026-03-31

Filed2026-05-13

CRM

SALESFORCE INC

-0.61%

Shares2.1K

Event2026-03-31

Filed2026-05-13

VARONIS SYS INC

New

Shares450

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

-1.91%

Shares411

Event2026-03-31

Filed2026-05-13

NUTANIX INC

New

Shares412

Event2026-03-31

Filed2026-05-13

VFH

VANGUARD WORLD FD

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-13

VOX

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

PHILIP MORRIS INTL INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-13

VST

VISTRA CORP

New

Shares2.1K

Event2026-03-31

Filed2026-05-13

FANG

DIAMONDBACK ENERGY INC

-39.61%

Shares1.6K

Event2026-03-31

Filed2026-05-13

SPPP

SPROTT ASSET MANAGEMENT LP

New

Shares20.0K

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC

-13.93%

Shares1.6K

Event2026-03-31

Filed2026-05-13

PGR

PROGRESSIVE CORP

-0.39%

Shares1.5K

Event2026-03-31

Filed2026-05-13

AVAV

AEROVIRONMENT INC

62.08%

Shares1.5K

Event2026-03-31

Filed2026-05-13

TLN

TALEN ENERGY CORP

4.93%

Shares830

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

-45.16%

Shares1.8K

Event2026-03-31

Filed2026-05-13

FOUR-PA

SHIFT4 PMTS INC

New

Shares4.8K

Event2026-03-31

Filed2026-05-13

ISHARES GOLD TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

-1.89%

Shares3.4K

Event2026-03-31

Filed2026-05-13

SOUTHERN CO

-0.31%

Shares2.6K

Event2026-03-31

Filed2026-05-13

WASTE MGMT INC DEL

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

PSLV

SPROTT ASSET MANAGEMENT LP

New

Shares10.0K

Event2026-03-31

Filed2026-05-13

DRI

DARDEN RESTAURANTS INC

-21.73%

Shares1.2K

Event2026-03-31

Filed2026-05-13

SERV

SERVE ROBOTICS INC

54.14%

Shares28.3K

Event2026-03-31

Filed2026-05-13

NATIONAL GRID PLC

New

Shares2.8K

Event2026-03-31

Filed2026-05-13

FEZ

SPDR INDEX SHS FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-13

COP

CONOCOPHILLIPS

New

Shares1.8K

Event2026-03-31

Filed2026-05-13

MORGAN STANLEY

-24.63%

Shares1.4K

Event2026-03-31

Filed2026-05-13

LEU

CENTRUS ENERGY CORP

9.52%

Shares1.3K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

-3.75%

Shares2.2K

Event2026-03-31

Filed2026-05-13

KTOS

KRATOS DEFENSE & SEC SOLUTIO

New

Shares3.2K

Event2026-03-31

Filed2026-05-13

SPG

SIMON PPTY GROUP INC NEW

-18.61%

Shares1.1K

Event2026-03-31

Filed2026-05-13

IWD

ISHARES TR

0.00%

Shares979

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available