The Analysis of LEAVELL INVESTMENT MANAGEMENT, INC.'s Holdings & P&L


Currently, LEAVELL INVESTMENT MANAGEMENT, INC. holds 633 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in VO (+564.6K shares, valued at $45.5M), MGK (+495.6K shares, valued at $43.6M), VGT (+101.9K shares, valued at $12.2M); decreased their positions in NVDA (-13.6K shares, valued at $2.7M), UBER (-17.1K shares, valued at $1.2M), DAX (-26.3K shares, valued at $1.2M); initiated new positions in N/A (+13.8K shares, valued at $3.1M), MSLC (+15.0K shares, valued at $883.0K), BAI (+10.6K shares, valued at $560.7K).


1M P&L
+9.3M+0.38%
3M P&L
+84.4M+3.57%
HY P&L
-259.3M-9.58%

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/A1.5B
58.8%
2Semiconductors210.0M
8.5%
3Consumer Electronics70.6M
2.8%

Top Industries by Stock Count

1N/A263 stocks
45.8%
2Specialty Industrial Machinery13 stocks
2.3%
3Semiconductors9 stocks
1.6%
Stock Holdings
NVDA
Nvidia Corp Com
-1.53%
Shares874.0K
Event2026-06-30
Filed2026-07-21
MGC
Vanguard Mega Cap ETF
0.58%
Shares507.3K
Event2026-06-30
Filed2026-07-21
AAPL
Apple Inc
1.12%
Shares244.0K
Event2026-06-30
Filed2026-07-21
VO
Vanguard Mid Cap ETF
291.93%
Shares758.0K
Event2026-06-30
Filed2026-07-21
MGK
Vanguard Mega Growth ETF
392.41%
Shares621.9K
Event2026-06-30
Filed2026-07-21
VOO
Vanguard S&P 500 ETF
4.05%
Shares70.7K
Event2026-06-30
Filed2026-07-21
VEA
Vanguard FTSE Developed ETF
4.60%
Shares609.0K
Event2026-06-30
Filed2026-07-21
FNDF
Schwab Fundamental Inl Large Com ETF
4.04%
Shares763.8K
Event2026-06-30
Filed2026-07-21
VV
Vanguard Large-Cap Index Fund ETF Shares
-0.04%
Shares110.0K
Event2026-06-30
Filed2026-07-21
GOOG
Alphabet Inc Class C Cap STK
3.13%
Shares98.9K
Event2026-06-30
Filed2026-07-21
IGSB
iShares 1-5 Investment Grade Corp ETF
10.14%
Shares663.6K
Event2026-06-30
Filed2026-07-21
SCHO
Schwab Short U.S. Treasury ETF
4.13%
Shares1.4M
Event2026-06-30
Filed2026-07-21
VB
Vanguard Small Cap ETF
-0.67%
Shares110.7K
Event2026-06-30
Filed2026-07-21
MSFT
Microsoft Corp
-0.25%
Shares87.3K
Event2026-06-30
Filed2026-07-21
JPMorgan Chase & Co
JPMorgan Chase & Co
1.51%
Shares92.1K
Event2026-06-30
Filed2026-07-21
SCHF
SCHW Intl Eq ETF
-1.77%
Shares1.1M
Event2026-06-30
Filed2026-07-21
MGV
Vanguard Mega Value ETF
3.58%
Shares182.4K
Event2026-06-30
Filed2026-07-21
IAU
iShares Gold Trust
9.27%
Shares353.6K
Event2026-06-30
Filed2026-07-21
AMZN
Amazon Com Inc
5.48%
Shares107.2K
Event2026-06-30
Filed2026-07-21
SPDR S&P 500 ETF TST.
SPDR S&P 500 ETF TST.
-1.81%
Shares31.2K
Event2026-06-30
Filed2026-07-21
BND
Vanguard Total Bond ETF
3.85%
Shares308.9K
Event2026-06-30
Filed2026-07-21
WMT
Wal-Mart Stores Inc
-0.03%
Shares195.9K
Event2026-06-30
Filed2026-07-21
MBB
iShares TR Barclys MBS BD
2.47%
Shares227.4K
Event2026-06-30
Filed2026-07-21
IJH
iShares Core S&P Mid-Cap ETF
-2.06%
Shares276.5K
Event2026-06-30
Filed2026-07-21
SCHX
Schwab US Large Cap ETF
-1.04%
Shares655.2K
Event2026-06-30
Filed2026-07-21
Abbvie Inc
Abbvie Inc
-0.12%
Shares74.9K
Event2026-06-30
Filed2026-07-21
PHYS
Sprott Physical Gold Trust
3.66%
Shares623.7K
Event2026-06-30
Filed2026-07-21
The Southern Company
The Southern Company
1.74%
Shares188.8K
Event2026-06-30
Filed2026-07-21
VWO
Vanguard FTSE Emerging Markets ETF
7.90%
Shares285.3K
Event2026-06-30
Filed2026-07-21
TIP
iShares TIPS Bond ETF
73.86%
Shares148.5K
Event2026-06-30
Filed2026-07-21
CAT
Caterpillar Inc
-0.65%
Shares15.1K
Event2026-06-30
Filed2026-07-21
STIP
iShares 0-5 Year TIPS Bond ETF
39.78%
Shares154.8K
Event2026-06-30
Filed2026-07-21
HD
Home Depot Inc
1.58%
Shares43.9K
Event2026-06-30
Filed2026-07-21
Vanguard Total US Stock Mkt ETF
Vanguard Total US Stock Mkt ETF
-0.41%
Shares41.8K
Event2026-06-30
Filed2026-07-21
SCHB
Schwab US Broad Mkt ETF
-2.52%
Shares505.1K
Event2026-06-30
Filed2026-07-21
SGOV
iShares 0 To 3 MNTH Treasury BND ETF
-5.76%
Shares144.2K
Event2026-06-30
Filed2026-07-21
GOOGL
Alphabet Inc Class A Cap STK
-0.58%
Shares40.5K
Event2026-06-30
Filed2026-07-21
BX
Blackstone Group Inc
-4.29%
Shares122.5K
Event2026-06-30
Filed2026-07-21
BSV
Vanguard Short Term Bond ETF
4.79%
Shares184.7K
Event2026-06-30
Filed2026-07-21
VGT
Vanguard Information Technology ETF
696.11%
Shares116.5K
Event2026-06-30
Filed2026-07-21
VT
Vanguard Total World Stock ETF
-2.69%
Shares86.8K
Event2026-06-30
Filed2026-07-21
VIG
Vanguard DIV Appreciation ETF
-0.71%
Shares57.2K
Event2026-06-30
Filed2026-07-21
VOE
Vanguard Mid Cap Value ETF
5.89%
Shares67.1K
Event2026-06-30
Filed2026-07-21
FNDX
Schwab Fundamental US Large Co ETF
10.54%
Shares422.7K
Event2026-06-30
Filed2026-07-21
iShares Core S&P 500 ETF
iShares Core S&P 500 ETF
1.62%
Shares17.2K
Event2026-06-30
Filed2026-07-21
QQQ
Invesco QQQ Trust
-2.49%
Shares17.4K
Event2026-06-30
Filed2026-07-21
VPLS
Vanguard Core Plus Bond ETF
10.08%
Shares165.4K
Event2026-06-30
Filed2026-07-21
MAA
Mid-Amer Apt CMNTYS Com
-1.19%
Shares91.7K
Event2026-06-30
Filed2026-07-21
LRCX
Lam Research Corporation New
0.00%
Shares28.4K
Event2026-06-30
Filed2026-07-21
SCHM
Schwab US Mid Cap ETF
-0.98%
Shares332.1K
Event2026-06-30
Filed2026-07-21
JUST
Goldman SCHS JST US LRG CP Eq ETF IV
-0.60%
Shares112.1K
Event2026-06-30
Filed2026-07-21
NBIS
Yandex N V CL A F
-4.65%
Shares42.9K
Event2026-06-30
Filed2026-07-21
OKE
Oneok Inc New
-0.41%
Shares136.0K
Event2026-06-30
Filed2026-07-21
Exxon Mobil Corporation
Exxon Mobil Corporation
-1.46%
Shares86.4K
Event2026-06-30
Filed2026-07-21
MU
Micron Technology Inc
-3.52%
Shares10.1K
Event2026-06-30
Filed2026-07-21
PSLV
Sprott Physical Silver Trust
8.48%
Shares613.2K
Event2026-06-30
Filed2026-07-21
BRK.B
Berkshire Hathaway B New
-1.77%
Shares23.0K
Event2026-06-30
Filed2026-07-21
Visa Inc CL A
Visa Inc CL A
-3.47%
Shares33.4K
Event2026-06-30
Filed2026-07-21
IEI
iShares 3-7 YR TR BD ETF
-8.22%
Shares96.8K
Event2026-06-30
Filed2026-07-21
EWY
iShares MSCI Korea ETF
9.48%
Shares55.6K
Event2026-06-30
Filed2026-07-21
LLY
Lilly Eli & Company
19.15%
Shares9.3K
Event2026-06-30
Filed2026-07-21
SCHD
SCH US DIV Equity ETF
1.85%
Shares349.3K
Event2026-06-30
Filed2026-07-21
IDEV
iShares Core MSCI Intrl DVLP MKT ETF
10.79%
Shares122.9K
Event2026-06-30
Filed2026-07-21
GL
Globe Life Inc
-1.28%
Shares60.7K
Event2026-06-30
Filed2026-07-21
VMC
Vulcan Materials Company
-5.87%
Shares36.7K
Event2026-06-30
Filed2026-07-21
AFL
Aflac Inc
-0.18%
Shares88.1K
Event2026-06-30
Filed2026-07-21
JNJ
Johnson & Johnson
-0.19%
Shares40.6K
Event2026-06-30
Filed2026-07-21
CVX
Chevron Corporation
1.81%
Shares60.3K
Event2026-06-30
Filed2026-07-21
MCD
McDonalds Corp
-5.17%
Shares36.2K
Event2026-06-30
Filed2026-07-21
Cisco Systems Inc
Cisco Systems Inc
-1.28%
Shares82.5K
Event2026-06-30
Filed2026-07-21
GEV
GE Vernova Inc
-1.72%
Shares8.2K
Event2026-06-30
Filed2026-07-21
VCSH
Vanguard Short Term Corporate ETF
4.77%
Shares121.9K
Event2026-06-30
Filed2026-07-21
AGX
Argan Inc
-4.79%
Shares11.9K
Event2026-06-30
Filed2026-07-21
VOT
Vanguard Mid Growth ETF
11.57%
Shares30.7K
Event2026-06-30
Filed2026-07-21
RECS
Columbia Research Enhanced Core ETF
12.47%
Shares213.3K
Event2026-06-30
Filed2026-07-21
Broadcom Limited
Broadcom Limited
5.19%
Shares24.4K
Event2026-06-30
Filed2026-07-21
XCEM
Columbia Em Core Ex-China ETF
-8.81%
Shares168.0K
Event2026-06-30
Filed2026-07-21
VXUS
Vanguard Total International Stock ETF
3.26%
Shares101.5K
Event2026-06-30
Filed2026-07-21
Quanta Services Inc
Quanta Services Inc
1.50%
Shares11.9K
Event2026-06-30
Filed2026-07-21
LMT
Lockheed Martin Corp
-1.75%
Shares16.8K
Event2026-06-30
Filed2026-07-21
IBDR
iShares iBonds 2026 Corp ETF
-8.57%
Shares351.4K
Event2026-06-30
Filed2026-07-21
DCRE
Doubleline Commercial Real Estate ETF
11.19%
Shares164.1K
Event2026-06-30
Filed2026-07-21
IBDS
iShares iBonds 2027 Corp ETF
10.48%
Shares346.5K
Event2026-06-30
Filed2026-07-21
FLKR
Franklin FTSE South Korea ETF
-12.19%
Shares125.2K
Event2026-06-30
Filed2026-07-21
PSX
Phillips 66
1.80%
Shares48.1K
Event2026-06-30
Filed2026-07-21
IEMG
iShares Core MSCI Emerging Markets ETF
25.59%
Shares96.6K
Event2026-06-30
Filed2026-07-21
RSP
Invesco S&P 500 Equal Weight ETF
-0.81%
Shares37.3K
Event2026-06-30
Filed2026-07-21
SFBS
Servisfirst Bancshares Com
0.02%
Shares90.9K
Event2026-06-30
Filed2026-07-21
GS
Goldman Sachs Group Inc
5.50%
Shares7.7K
Event2026-06-30
Filed2026-07-21
ACWI
iShares TR MSCI Acwi Indx
-2.24%
Shares49.1K
Event2026-06-30
Filed2026-07-21
Palantir Technologies In Class A
Palantir Technologies In Class A
4.76%
Shares66.1K
Event2026-06-30
Filed2026-07-21
RF
Regions Financial Corp
-2.58%
Shares249.2K
Event2026-06-30
Filed2026-07-21
BCI
Bloomberg Commodity Index Strategy ETF
4.03%
Shares338.9K
Event2026-06-30
Filed2026-07-21
SPHQ
Invesco S&P 500 Quality ETF
16.48%
Shares83.7K
Event2026-06-30
Filed2026-07-21
TXN
Texas Instruments Inc
-0.05%
Shares24.8K
Event2026-06-30
Filed2026-07-21
SCHZ
SCH US Agg BND ETF
4.00%
Shares318.5K
Event2026-06-30
Filed2026-07-21
QUAL
Ishars Edg MSCI USA QLTY FCTR ETF
-2.39%
Shares32.9K
Event2026-06-30
Filed2026-07-21
PG
Procter & Gamble
-2.76%
Shares48.8K
Event2026-06-30
Filed2026-07-21
Waste Management Inc Del
Waste Management Inc Del
-0.43%
Shares31.9K
Event2026-06-30
Filed2026-07-21
IBMO
iShares Ibond Dec 2026 Muni ETF
7.04%
Shares273.8K
Event2026-06-30
Filed2026-07-21
IWF
iShares Russell 1000 Growth ETF
282.47%
Shares54.8K
Event2026-06-30
Filed2026-07-21
IBM
Intl Business Machines
-3.87%
Shares24.1K
Event2026-06-30
Filed2026-07-21
IQLT
Ishs MSCI Intl Quality Fact ETF
2.83%
Shares134.1K
Event2026-06-30
Filed2026-07-21
GE
General Electric Co
0.71%
Shares17.6K
Event2026-06-30
Filed2026-07-21
AMD
Advanced Micro Device
-4.29%
Shares11.3K
Event2026-06-30
Filed2026-07-21
GBIL
Goldman Sachs Trsryaccs 1 YR ETF
42.67%
Shares65.1K
Event2026-06-30
Filed2026-07-21
VXF
Vanguard Extended MKT. ETF
-12.15%
Shares26.5K
Event2026-06-30
Filed2026-07-21
AMGN
Amgen Incorporated
-0.38%
Shares17.9K
Event2026-06-30
Filed2026-07-21
VIGI
Vanguard Intl Dividend
-14.09%
Shares69.3K
Event2026-06-30
Filed2026-07-21
SPMO
Invesco S&P 500 Momentum ETF
14.21%
Shares40.1K
Event2026-06-30
Filed2026-07-21
Mastercard Inc
Mastercard Inc
-3.24%
Shares12.6K
Event2026-06-30
Filed2026-07-21
SLV
iShares Silver Trust
-0.57%
Shares120.8K
Event2026-06-30
Filed2026-07-21
Meta Platforms, Inc.
Meta Platforms, Inc.
-9.00%
Shares11.5K
Event2026-06-30
Filed2026-07-21
WPM
Wheaton Precious Metal F
-2.97%
Shares56.8K
Event2026-06-30
Filed2026-07-21
KO
Coca Cola Company
5.64%
Shares76.2K
Event2026-06-30
Filed2026-07-21
IEF
iShares TR Barclys 7-10 YR
-7.59%
Shares64.7K
Event2026-06-30
Filed2026-07-21
SHY
iShares 1-3 Year Treasury Bond ETF
6.71%
Shares74.1K
Event2026-06-30
Filed2026-07-21
STLD
Steel Dynamics
1.15%
Shares26.4K
Event2026-06-30
Filed2026-07-21
MDY
SPDR S&P Midcap 400 ETF
-0.15%
Shares8.4K
Event2026-06-30
Filed2026-07-21
EMR
Emerson Electric Co
-1.57%
Shares41.0K
Event2026-06-30
Filed2026-07-21
IBTH
iShares Ibonds 2027 Treasury ETF
9.37%
Shares259.8K
Event2026-06-30
Filed2026-07-21
IBDT
iShares iBonds 2028 Corp ETF
11.20%
Shares228.2K
Event2026-06-30
Filed2026-07-21
ASML
A S M L Holding NV New F
-1.23%
Shares2.9K
Event2026-06-30
Filed2026-07-21
FLJP
Franklin FTSE Japan ETF
9.20%
Shares143.3K
Event2026-06-30
Filed2026-07-21
VUG
Vanguard Growth
483.36%
Shares66.2K
Event2026-06-30
Filed2026-07-21
CCJ
Cameco Corp Com
-0.09%
Shares54.5K
Event2026-06-30
Filed2026-07-21
XLG
Invesco S&P 500 Top 50 ETF
-3.71%
Shares88.3K
Event2026-06-30
Filed2026-07-21
MRK
Merck & Co Inc New
1.44%
Shares41.8K
Event2026-06-30
Filed2026-07-21
IBTG
iShares Ibonds 2026 Treasury ETF
-0.46%
Shares228.8K
Event2026-06-30
Filed2026-07-21
ETN
Eaton Corp PLC F
3.94%
Shares12.2K
Event2026-06-30
Filed2026-07-21
SCHG
Schwab US Large Cap Growth
1.23%
Shares147.1K
Event2026-06-30
Filed2026-07-21
GLW
Corning Inc
6.96%
Shares19.3K
Event2026-06-30
Filed2026-07-21
GPN
Global Payments Inc
-4.91%
Shares67.8K
Event2026-06-30
Filed2026-07-21
Unitedhealth Group Inc
Unitedhealth Group Inc
-0.35%
Shares11.7K
Event2026-06-30
Filed2026-07-21
CME
Cme Group
-3.60%
Shares22.0K
Event2026-06-30
Filed2026-07-21
GARP
iShares MSCI USA Quality Garp ETF
29.61%
Shares58.7K
Event2026-06-30
Filed2026-07-21
PDO
PIMCO Dynamic Income Opp
-7.57%
Shares363.1K
Event2026-06-30
Filed2026-07-21
LNG
Cheniere Energy Inc Com New
0.00%
Shares20.1K
Event2026-06-30
Filed2026-07-21
Oracle Corporation
Oracle Corporation
-0.54%
Shares32.5K
Event2026-06-30
Filed2026-07-21
MS
Morgan Stanley
0.81%
Shares22.8K
Event2026-06-30
Filed2026-07-21
Applied Materials Inc
Applied Materials Inc
-5.45%
Shares6.5K
Event2026-06-30
Filed2026-07-21
MINT
PIMCO Exch Traded Fund
4.42%
Shares46.4K
Event2026-06-30
Filed2026-07-21
PNFP
Pinnacle Finl Partners I
-0.25%
Shares46.3K
Event2026-06-30
Filed2026-07-21
TSLA
Tesla Motors Inc
-15.04%
Shares11.1K
Event2026-06-30
Filed2026-07-21
IBMP
iShares Ibond Dec 2027 Muni ETF
11.75%
Shares180.7K
Event2026-06-30
Filed2026-07-21
DUK
Duke Energy Corp New
-0.40%
Shares36.0K
Event2026-06-30
Filed2026-07-21
BLOK
Amplify Blockchain Technology ETF
-5.29%
Shares71.9K
Event2026-06-30
Filed2026-07-21
iShares Core MSCI EAFE ETF
iShares Core MSCI EAFE ETF
0.49%
Shares46.4K
Event2026-06-30
Filed2026-07-21
Freeport- Mcmoran Inc
Freeport- Mcmoran Inc
1.46%
Shares69.7K
Event2026-06-30
Filed2026-07-21
MLPX
Global X MLP & Energy Infrastructure ETF
-1.36%
Shares59.1K
Event2026-06-30
Filed2026-07-21
IJR
iShares Core S&P Small-Cap ETF
-7.76%
Shares28.8K
Event2026-06-30
Filed2026-07-21
IDMO
Invsc S P Internationl DVLP MNTM ETF
13.68%
Shares70.4K
Event2026-06-30
Filed2026-07-21
IBTI
iShares Ibonds 2028 Treasury ETF
7.38%
Shares191.1K
Event2026-06-30
Filed2026-07-21
PH
Parker Hannifin Corp Com
0.00%
Shares4.3K
Event2026-06-30
Filed2026-07-21
FNDE
Schwab Funda Emg MKTS Large Com ETF
6.95%
Shares104.0K
Event2026-06-30
Filed2026-07-21
IDHQ
Ivsc S&P Intl HGH QL
80.74%
Shares93.4K
Event2026-06-30
Filed2026-07-21
MTZ
Mastec Inc
3.23%
Shares9.6K
Event2026-06-30
Filed2026-07-21
LOW
Lowes Companies Inc
-3.50%
Shares18.0K
Event2026-06-30
Filed2026-07-21
TT
Trane Technologies PLC
-3.99%
Shares8.1K
Event2026-06-30
Filed2026-07-21
VGIT
Vanguard Intermediate TRM TRSRY ETF
0.09%
Shares66.6K
Event2026-06-30
Filed2026-07-21
TEL
Te Connectivity PLC Ord SHS
0.91%
Shares19.4K
Event2026-06-30
Filed2026-07-21
MPC
Marathon Pete Corp
-6.18%
Shares15.0K
Event2026-06-30
Filed2026-07-21
SCHV
Schwab US Large Cap Value
-2.71%
Shares105.9K
Event2026-06-30
Filed2026-07-21
WAT
Waters Corp
-2.18%
Shares9.8K
Event2026-06-30
Filed2026-07-21
SCHA
SCHW US Scap ETF
-2.77%
Shares99.6K
Event2026-06-30
Filed2026-07-21
QCOM
Qualcomm Inc
-10.96%
Shares19.5K
Event2026-06-30
Filed2026-07-21
WEC
W E C Energy Group I
-0.88%
Shares30.7K
Event2026-06-30
Filed2026-07-21
CL
Colgate-Palmolive Co
-0.23%
Shares38.3K
Event2026-06-30
Filed2026-07-21
DE
Deere & Co
-0.18%
Shares5.5K
Event2026-06-30
Filed2026-07-21
IBMQ
iShares Ibond Dec 2028 Muni ETF
3.11%
Shares132.6K
Event2026-06-30
Filed2026-07-21
ICE
Intercontinental Exchange
-6.67%
Shares27.3K
Event2026-06-30
Filed2026-07-21
VBR
Vanguard Small Value ETF
11.69%
Shares13.7K
Event2026-06-30
Filed2026-07-21
VEU
Vanguard FTSE All World ex US ETF
-2.78%
Shares39.6K
Event2026-06-30
Filed2026-07-21
SCHE
SCHW Emg MKT Eq ETF
0.07%
Shares89.8K
Event2026-06-30
Filed2026-07-21
KMI
Kinder Morgan Inc
2.56%
Shares98.0K
Event2026-06-30
Filed2026-07-21
BSL
Blackstone Senior Float
-7.34%
Shares241.6K
Event2026-06-30
Filed2026-07-21
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
-1.09%
Shares31.5K
Event2026-06-30
Filed2026-07-21
BBJP
JPMorgan Betabuilders Japan ETF
17.12%
Shares40.7K
Event2026-06-30
Filed2026-07-21
Honeywell Aerospace Inc
Honeywell Aerospace Inc
New
Shares13.8K
Event2026-06-30
Filed2026-07-21
VBK
Vanguard Small Growth ETF
17.67%
Shares8.0K
Event2026-06-30
Filed2026-07-21
IWM
iShares TR Russell 2000
-0.02%
Shares9.8K
Event2026-06-30
Filed2026-07-21
TMO
Thermo Fisher Scientific
9.87%
Shares5.8K
Event2026-06-30
Filed2026-07-21
SCHR
Schwab Strategic TR Intrm TRM Tres
13.76%
Shares118.4K
Event2026-06-30
Filed2026-07-21
GD
General Dynamics Corp
1.41%
Shares8.2K
Event2026-06-30
Filed2026-07-21
DIS
Disney Walt Co
2.04%
Shares29.7K
Event2026-06-30
Filed2026-07-21
PEP
Pepsico Incorporated
-4.87%
Shares21.3K
Event2026-06-30
Filed2026-07-21
LIN
Linde PLC SHS
4.78%
Shares5.4K
Event2026-06-30
Filed2026-07-21
C
Citigroup Inc New
10.66%
Shares19.8K
Event2026-06-30
Filed2026-07-21
IWL
iShares Russell Top 200 ETF
2.22%
Shares14.9K
Event2026-06-30
Filed2026-07-21
UNP
Union Pacific Corp
12.49%
Shares10.1K
Event2026-06-30
Filed2026-07-21
BRO
Brown & Brown Inc Com
-1.63%
Shares42.8K
Event2026-06-30
Filed2026-07-21
INTC
Intel Corp
-2.81%
Shares19.5K
Event2026-06-30
Filed2026-07-21
CEG
Constellation Energy Cor
4.18%
Shares10.9K
Event2026-06-30
Filed2026-07-21
BIPC
Brookfield Infrastructure Corp
36.84%
Shares70.3K
Event2026-06-30
Filed2026-07-21
LHX
L3harris Technologies Inc
10.86%
Shares9.2K
Event2026-06-30
Filed2026-07-21
ITW
Illinois Tool Works Inc
-3.09%
Shares9.8K
Event2026-06-30
Filed2026-07-21
ABT
Abbott Laboratories
-12.62%
Shares28.9K
Event2026-06-30
Filed2026-07-21
IBDU
iShares iBonds 2029 Corp ETF
27.62%
Shares112.9K
Event2026-06-30
Filed2026-07-21
TECH
Bio-Techne Corp
-7.67%
Shares36.6K
Event2026-06-30
Filed2026-07-21
VRTX
Vertex Pharmaceutica
-22.30%
Shares5.2K
Event2026-06-30
Filed2026-07-21
XMMO
Invesco S & P Midcap Momentum ETF
36.58%
Shares15.0K
Event2026-06-30
Filed2026-07-21
IBTJ
iShares Ibonds 2029 Treasury ETF
-1.45%
Shares117.6K
Event2026-06-30
Filed2026-07-21
ADP
Auto Data Processing
-2.17%
Shares11.2K
Event2026-06-30
Filed2026-07-21
Costco WHSL Corp New
Costco WHSL Corp New
0.00%
Shares2.7K
Event2026-06-30
Filed2026-07-21
DRSK
Aptus Defined Risk ETF
0.00%
Shares86.0K
Event2026-06-30
Filed2026-07-21
ISTB
iShares Core 1 5 Year Usd Bond ETF
38.20%
Shares51.1K
Event2026-06-30
Filed2026-07-21
EPD
Enterprise Prd Prtnrs LP
-0.38%
Shares65.9K
Event2026-06-30
Filed2026-07-21
AXP
American Express Company
7.18%
Shares7.1K
Event2026-06-30
Filed2026-07-21
BKNG
Booking Holdings Inc
2314.57%
Shares13.4K
Event2026-06-30
Filed2026-07-21
CAH
Cardinal Health Inc
0.00%
Shares10.0K
Event2026-06-30
Filed2026-07-21
VMBS
Vanguard Mortgage Backed
3.23%
Shares50.7K
Event2026-06-30
Filed2026-07-21
IBMR
iShares Ibond Dec 2029 Muni ETF
4.50%
Shares92.9K
Event2026-06-30
Filed2026-07-21
AJG
Gallagher Arthur J & Co
3.32%
Shares10.2K
Event2026-06-30
Filed2026-07-21
GLD
SPDR Gold Trust
4.24%
Shares6.3K
Event2026-06-30
Filed2026-07-21
ORI
Old Republic Intl Corp
-10.95%
Shares56.9K
Event2026-06-30
Filed2026-07-21
DLR
Digital Realty Trust
-1.80%
Shares12.6K
Event2026-06-30
Filed2026-07-21
Labcorp Holdings Inc
Labcorp Holdings Inc
0.00%
Shares8.0K
Event2026-06-30
Filed2026-07-21
COWZ
Pacer US Cash Cows 100 ETF
-4.78%
Shares35.5K
Event2026-06-30
Filed2026-07-21
WRB
W R Berkley
0.00%
Shares31.0K
Event2026-06-30
Filed2026-07-21
NUE
Nucor Corp
7.37%
Shares9.8K
Event2026-06-30
Filed2026-07-21
Adobe Systems Inc
Adobe Systems Inc
-0.51%
Shares10.5K
Event2026-06-30
Filed2026-07-21
WWD
Woodward Inc
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-21
REZ
Ishs Resi And Multi Real Estate ETF
4.78%
Shares22.5K
Event2026-06-30
Filed2026-07-21
VTV
Vanguard Value
-10.93%
Shares9.8K
Event2026-06-30
Filed2026-07-21
IUSB
iShares Total Usd Bond Market ETF
9.14%
Shares46.0K
Event2026-06-30
Filed2026-07-21
MLM
Martin Mrta.Mats.
25.54%
Shares3.7K
Event2026-06-30
Filed2026-07-21
BMY
Bristol-Myers Squibb Co
-3.10%
Shares36.6K
Event2026-06-30
Filed2026-07-21
VYM
Vanguard High Dividend Yield
-2.37%
Shares13.3K
Event2026-06-30
Filed2026-07-21
IWY
iShares Russell Top 200 Growth ETF
-4.66%
Shares7.2K
Event2026-06-30
Filed2026-07-21
FLOT
iShares Floating Rate Bond ETF
11.94%
Shares40.4K
Event2026-06-30
Filed2026-07-21
BN
Brookfield Corp F Class A
-1.60%
Shares48.3K
Event2026-06-30
Filed2026-07-21
Seagate Technology HLD F
Seagate Technology HLD F
0.00%
Shares2.1K
Event2026-06-30
Filed2026-07-21
IAGG
iShares Interntinl Aggrgt BND ETF
5.67%
Shares39.7K
Event2026-06-30
Filed2026-07-21
VCIT
Vanguard Corp Bond ETF
20.21%
Shares24.2K
Event2026-06-30
Filed2026-07-21
EMXC
iShares MSCI Emerging Ex China ETF
39.14%
Shares19.4K
Event2026-06-30
Filed2026-07-21
EWZ
iShares MSCI Brazil ETF
49.27%
Shares57.2K
Event2026-06-30
Filed2026-07-21
CSX
C S X Corp
-2.87%
Shares41.3K
Event2026-06-30
Filed2026-07-21
ENOR
iShares MSCI Norway ETF
50.68%
Shares62.4K
Event2026-06-30
Filed2026-07-21
ADI
Analog Devices Inc
0.70%
Shares4.9K
Event2026-06-30
Filed2026-07-21
TLH
iShares TR Barclys 10-20YR
4.88%
Shares19.1K
Event2026-06-30
Filed2026-07-21
WFC
Wells Fargo & Co New
-3.50%
Shares23.1K
Event2026-06-30
Filed2026-07-21
NDAQ
Nasdaq OMX Group
-4.75%
Shares23.9K
Event2026-06-30
Filed2026-07-21
KLAC
Kla-Tencor Corp Com
893.08%
Shares6.2K
Event2026-06-30
Filed2026-07-21
VCR
Vanguard Consumer Discretionary ETF
-3.30%
Shares4.7K
Event2026-06-30
Filed2026-07-21
Ares Management Corp Class A
Ares Management Corp Class A
-2.65%
Shares16.5K
Event2026-06-30
Filed2026-07-21
IWB
iShares TR Russell 1000
4.74%
Shares4.4K
Event2026-06-30
Filed2026-07-21
COP
Conocophillips
-0.31%
Shares17.2K
Event2026-06-30
Filed2026-07-21
NSC
Norfolk Southern Corp
-7.45%
Shares5.6K
Event2026-06-30
Filed2026-07-21
WCN
Waste Connections Inc F
-2.83%
Shares10.6K
Event2026-06-30
Filed2026-07-21
BK
Bank Of NY Mellon CP New
0.00%
Shares12.2K
Event2026-06-30
Filed2026-07-21
Nextera Energy Inc
Nextera Energy Inc
1.33%
Shares19.6K
Event2026-06-30
Filed2026-07-21
ARW
Arrow Electronics
-0.14%
Shares8.0K
Event2026-06-30
Filed2026-07-21
VZ
Verizon Communications
-1.24%
Shares40.3K
Event2026-06-30
Filed2026-07-21
PKG
Pack.Corp.Of Am.
0.00%
Shares7.0K
Event2026-06-30
Filed2026-07-21
CELH
Celsius HLDGS Inc
-1.72%
Shares57.2K
Event2026-06-30
Filed2026-07-21
PM
Philip Morris Intl Inc
-6.22%
Shares9.1K
Event2026-06-30
Filed2026-07-21
CSM
ProShares Large Cap Core Plus
-1.68%
Shares19.4K
Event2026-06-30
Filed2026-07-21
Corteva Inc
Corteva Inc
-2.32%
Shares19.3K
Event2026-06-30
Filed2026-07-21
ONEY
SPDR Russell 1000 Yield Focus ETF
-11.27%
Shares12.6K
Event2026-06-30
Filed2026-07-21
GEHC
GE Healthcare Technologi
-31.48%
Shares25.0K
Event2026-06-30
Filed2026-07-21
VNQ
Vanguard REIT Index ETF
-0.08%
Shares16.6K
Event2026-06-30
Filed2026-07-21
MO
Altria Group Inc
-5.47%
Shares21.9K
Event2026-06-30
Filed2026-07-21
FAST
Fastenal Co
-1.20%
Shares33.0K
Event2026-06-30
Filed2026-07-21
BSCR
Invesco Bulletshares 2027 Corporate Bond ETF
-2.77%
Shares80.1K
Event2026-06-30
Filed2026-07-21
POWL
Powell Industries
183.26%
Shares5.4K
Event2026-06-30
Filed2026-07-21
BNT
Brookfield Wealth Solu F
-2.38%
Shares35.9K
Event2026-06-30
Filed2026-07-21
PANW
Palo Alto Networks
-0.04%
Shares4.5K
Event2026-06-30
Filed2026-07-21
IDV
iShares International Sel DIV ETF
31.94%
Shares36.5K
Event2026-06-30
Filed2026-07-21
PAVE
Global X U.S. Infrastructure Develop
81.13%
Shares25.6K
Event2026-06-30
Filed2026-07-21
CRSP
Crispr Therapeutics F
9.57%
Shares26.9K
Event2026-06-30
Filed2026-07-21
SHEL
Shell PLC
-0.15%
Shares18.5K
Event2026-06-30
Filed2026-07-21
Aerovironment Inc
Aerovironment Inc
-2.26%
Shares8.7K
Event2026-06-30
Filed2026-07-21
ED
Consolidated Edison Inc
-0.37%
Shares12.8K
Event2026-06-30
Filed2026-07-21
GSIE
Goldman Sachs Actvbt Intereqy ETF
0.00%
Shares30.5K
Event2026-06-30
Filed2026-07-21
IGE
iShares North American Natural Resources ETF
35.17%
Shares24.8K
Event2026-06-30
Filed2026-07-21
BSCQ
Invesco Bulletshares 2026 Corporate Bond ETF
-12.96%
Shares70.1K
Event2026-06-30
Filed2026-07-21
IBTK
iShares Ibonds Dec 2030 TRM TRSY ETF
35.89%
Shares69.8K
Event2026-06-30
Filed2026-07-21
BAC
Bank Of America Corp
7.96%
Shares23.9K
Event2026-06-30
Filed2026-07-21
BBVA
Banco Bilbao Argen ADR F
-33.21%
Shares54.1K
Event2026-06-30
Filed2026-07-21
NEAR
BlackRock Short Duratn BND ETF
3.97%
Shares26.2K
Event2026-06-30
Filed2026-07-21
RPM
RPM International Inc
0.00%
Shares11.9K
Event2026-06-30
Filed2026-07-21
DAVE
Dave Inc Class A
-16.47%
Shares3.5K
Event2026-06-30
Filed2026-07-21
IDEQ
Lazard International Dyna Eqy ETF
353.94%
Shares37.5K
Event2026-06-30
Filed2026-07-21
HSY
Hershey Company
0.00%
Shares7.5K
Event2026-06-30
Filed2026-07-21
EXPD
Expeditor Intl.Of Wash.
0.00%
Shares8.0K
Event2026-06-30
Filed2026-07-21
PDBA
Invesco Agri Com STRGY ETF IV
82.44%
Shares36.2K
Event2026-06-30
Filed2026-07-21
JSI
Janus Henderson Secrtz Inc ETF
4.07%
Shares25.0K
Event2026-06-30
Filed2026-07-21
USMV
iShares Edge MSCI Min Vol USA ETF
12.52%
Shares13.2K
Event2026-06-30
Filed2026-07-21
CINF
Cincinnati Financial CP
-1.09%
Shares6.8K
Event2026-06-30
Filed2026-07-21
APD
Air Prod & Chemicals Inc
-7.03%
Shares4.3K
Event2026-06-30
Filed2026-07-21
SPSB
SPDR Short Term Corp ETF
10.28%
Shares42.1K
Event2026-06-30
Filed2026-07-21
IWR
iShares Russell Mid-Cap ETF
14.82%
Shares11.4K
Event2026-06-30
Filed2026-07-21
Aberdeen STD Physical Swiss Gold SHS ETF
Aberdeen STD Physical Swiss Gold SHS ETF
16.03%
Shares32.7K
Event2026-06-30
Filed2026-07-21
Astrazeneca PLC
Astrazeneca PLC
-1.57%
Shares6.6K
Event2026-06-30
Filed2026-07-21
PYLD
PIMCO Multisector Bond Actv ETF
19.36%
Shares46.8K
Event2026-06-30
Filed2026-07-21
ENB
Enbridge Inc F
-3.37%
Shares22.7K
Event2026-06-30
Filed2026-07-21
EWJ
iShares MSCI Japan ETF
-3.05%
Shares13.2K
Event2026-06-30
Filed2026-07-21
VLO
Valero Energy Corp New
1.40%
Shares4.7K
Event2026-06-30
Filed2026-07-21
VRT
Vertiv Holdings Co Class A
-2.20%
Shares3.6K
Event2026-06-30
Filed2026-07-21
SHV
iShares Short Treasury Bond ETF
20.05%
Shares10.8K
Event2026-06-30
Filed2026-07-21
SPEM
SPDR Index Shares Emerg Markt ETF IV
0.88%
Shares22.9K
Event2026-06-30
Filed2026-07-21
DGRO
iShares Core Dividend Growth ETF
-1.14%
Shares15.6K
Event2026-06-30
Filed2026-07-21
BDX
Becton Dickinson & Co
-0.12%
Shares7.7K
Event2026-06-30
Filed2026-07-21
ISRG
Intuitive Surgical New
-9.78%
Shares2.9K
Event2026-06-30
Filed2026-07-21
AVDE
Avantis International Equity ETF
3.56%
Shares12.9K
Event2026-06-30
Filed2026-07-21
ARTY
iShares Future Ai And Tech ETF
-1.13%
Shares15.1K
Event2026-06-30
Filed2026-07-21
TRGP
Targa Resources Corp
0.00%
Shares4.3K
Event2026-06-30
Filed2026-07-21
SCI
Service Corp Intl
0.00%
Shares15.0K
Event2026-06-30
Filed2026-07-21
DCI
Donaldson Co.
-3.85%
Shares12.6K
Event2026-06-30
Filed2026-07-21
XMHQ
Invesco S&P Midcap Qualty ETF
20.24%
Shares10.0K
Event2026-06-30
Filed2026-07-21
KMB
Kimberly-Clark Corp
-8.26%
Shares10.1K
Event2026-06-30
Filed2026-07-21
ELV
Elevance Health Inc
-0.45%
Shares2.9K
Event2026-06-30
Filed2026-07-21
VLUE
iShares Edge MSCI USA Value Factor E
2.19%
Shares5.6K
Event2026-06-30
Filed2026-07-21
BR
Broadridge Finl Solution
-4.02%
Shares7.9K
Event2026-06-30
Filed2026-07-21
IUSG
iShares Core US Growth ETF
0.00%
Shares5.8K
Event2026-06-30
Filed2026-07-21
AME
Ametek Inc New
0.00%
Shares4.5K
Event2026-06-30
Filed2026-07-21
IBDV
iShares Ibnd Dec 2030 TRM Corp ETF
27.16%
Shares49.5K
Event2026-06-30
Filed2026-07-21
3M Company
3M Company
-9.18%
Shares6.6K
Event2026-06-30
Filed2026-07-21
CHD
Church & Dwight Co.
0.00%
Shares10.9K
Event2026-06-30
Filed2026-07-21
AVUV
Avantis US Small Cap Value ETF
25.47%
Shares8.3K
Event2026-06-30
Filed2026-07-21
J
Jacobs Solutions Inc
0.00%
Shares8.1K
Event2026-06-30
Filed2026-07-21
GGG
Graco
-6.15%
Shares13.6K
Event2026-06-30
Filed2026-07-21
EMBJ
Embraer S A F Sponsored ADR
9.03%
Shares16.1K
Event2026-06-30
Filed2026-07-21
QTUM
Defiance Quantum ETF
13.08%
Shares6.1K
Event2026-06-30
Filed2026-07-21
DAX
Horizons Trust I DAX Germany ETF IV
-53.79%
Shares22.6K
Event2026-06-30
Filed2026-07-21
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
10.16%
Shares10.8K
Event2026-06-30
Filed2026-07-21
FDX
Fedex Corporation
0.00%
Shares3.1K
Event2026-06-30
Filed2026-07-21
IGM
iShares Expanded Tech Sector ETF
8.46%
Shares6.0K
Event2026-06-30
Filed2026-07-21
ABBNY
Abb LTD ADR F
23.77%
Shares8.9K
Event2026-06-30
Filed2026-07-21
DHR
Danaher Corp Del
42.61%
Shares5.1K
Event2026-06-30
Filed2026-07-21
VTIP
Vanguard SHRT Inf Prot Sec Index ETF
10.17%
Shares19.2K
Event2026-06-30
Filed2026-07-21
VWOB
Vanguard Emerging Markt Govt BND ETF
20.53%
Shares14.1K
Event2026-06-30
Filed2026-07-21
IBTL
iShares Ibonds Dec 2031 Term TRS ETF
29.15%
Shares46.9K
Event2026-06-30
Filed2026-07-21
DELL
Dell Technologies
-22.91%
Shares2.2K
Event2026-06-30
Filed2026-07-21
DFUS
Dimensional U S Equity ETF
0.96%
Shares11.5K
Event2026-06-30
Filed2026-07-21
BXSL
Blackstone Secd Lending
-15.87%
Shares38.2K
Event2026-06-30
Filed2026-07-21
MRVL
Marvell Technology Inc
-0.95%
Shares3.1K
Event2026-06-30
Filed2026-07-21
CHE
Chemed
-0.50%
Shares2.0K
Event2026-06-30
Filed2026-07-21
FNDA
Schwab Fundamental US Small Com ETF
-9.10%
Shares24.4K
Event2026-06-30
Filed2026-07-21
Chubb LTD F
Chubb LTD F
0.76%
Shares2.7K
Event2026-06-30
Filed2026-07-21
YUM
Yum Brands Inc
0.00%
Shares5.6K
Event2026-06-30
Filed2026-07-21
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
New
Shares15.0K
Event2026-06-30
Filed2026-07-21
DFAS
Dimensional U S Small Cap ETF
0.00%
Shares10.7K
Event2026-06-30
Filed2026-07-21
GNRC
Generac Holdings Inc
-1.67%
Shares3.0K
Event2026-06-30
Filed2026-07-21
CRL
Chas.RVR.Labs.Intl.
25.71%
Shares3.8K
Event2026-06-30
Filed2026-07-21
PFE
Pfizer Incorporated
-5.28%
Shares35.7K
Event2026-06-30
Filed2026-07-21
T
AT&T Corp Com New
-10.14%
Shares41.2K
Event2026-06-30
Filed2026-07-21
ACLS
Axcelis Technologies
8.98%
Shares4.5K
Event2026-06-30
Filed2026-07-21
EBND
SPDR EM Local Currency Bond ETF
2.51%
Shares40.5K
Event2026-06-30
Filed2026-07-21
HDV
iShares Core High Dividend ETF
388.84%
Shares30.7K
Event2026-06-30
Filed2026-07-21
IWD
iShares Russell 1000 Value ETF
12.76%
Shares3.4K
Event2026-06-30
Filed2026-07-21
BSCS
Invesco Bulletshares 2028 Corporate Bond ETF
0.00%
Shares40.6K
Event2026-06-30
Filed2026-07-21
IDCC
Interdigital Inc.
44.38%
Shares2.9K
Event2026-06-30
Filed2026-07-21
URI
United Rentals Inc
-6.55%
Shares713
Event2026-06-30
Filed2026-07-21
KR
Kroger Co Com
-2.50%
Shares14.5K
Event2026-06-30
Filed2026-07-21
UBER
Uber Technologies Inc
-60.53%
Shares11.2K
Event2026-06-30
Filed2026-07-21
RBC
R B C Bearings Inc
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-21
SCHW
The Charles Schwab Corp
-6.04%
Shares8.6K
Event2026-06-30
Filed2026-07-21
DGX
Quest Diagnostic Inc
-0.32%
Shares3.7K
Event2026-06-30
Filed2026-07-21
XLK
SELECT SECTOR SPDR TR SBI INT-TECH
1.70%
Shares4.1K
Event2026-06-30
Filed2026-07-21
VOX
Vanguard Telcom ETF
-1.06%
Shares4.2K
Event2026-06-30
Filed2026-07-21
IBDW
iShares Ibond Dec 2031 TRM CRP ETF
20.49%
Shares36.9K
Event2026-06-30
Filed2026-07-21
PNC
PNC Finl Services GP Inc
-0.39%
Shares3.0K
Event2026-06-30
Filed2026-07-21
BRK.A
Berkshire Hathaway Inc Com
0.00%
Shares1
Event2026-06-30
Filed2026-07-21
IBMS
Ishs Ibnd Dec 2030 TRM MN BND ETF
16.58%
Shares28.8K
Event2026-06-30
Filed2026-07-21
VIS
Vanguard Industrials ETF
0.24%
Shares2.1K
Event2026-06-30
Filed2026-07-21
DGS
Wisdomtree Trust
11.65%
Shares11.5K
Event2026-06-30
Filed2026-07-21
IWP
iShares Russell Growth
-13.94%
Shares5.0K
Event2026-06-30
Filed2026-07-21
USB
U S Bancorp Del New
-1.70%
Shares12.1K
Event2026-06-30
Filed2026-07-21
VIK
Viking HLDGS LTD F
0.00%
Shares7.0K
Event2026-06-30
Filed2026-07-21
LEMB
iShares Emerging Markets Local Cur ETF
57.23%
Shares17.2K
Event2026-06-30
Filed2026-07-21
CVS
C V S Caremark Corp
3.72%
Shares7.0K
Event2026-06-30
Filed2026-07-21
XLI
Select Sector SPDR TR Industrials
3.98%
Shares3.9K
Event2026-06-30
Filed2026-07-21
SQM
Soc Quimica Miner FADR 1 ADR REPS 1 Ord SHS
4.22%
Shares9.6K
Event2026-06-30
Filed2026-07-21
SNPS
Synopsys Inc Com
27.88%
Shares1.6K
Event2026-06-30
Filed2026-07-21
IBMT
iShares Ibds De 2031 Te Mu BD ETF
12.85%
Shares27.5K
Event2026-06-30
Filed2026-07-21
XLC
Communicat SVS SLCT Sec SPDR ETF
-1.86%
Shares6.6K
Event2026-06-30
Filed2026-07-21
DVY
iShares Select Dividend
0.00%
Shares4.5K
Event2026-06-30
Filed2026-07-21
BIV
Vanguard Intermediate Bond ETF
-4.36%
Shares9.1K
Event2026-06-30
Filed2026-07-21
PEN
Penumbra Inc
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-21
Q
Qnity Electronics Inc
0.00%
Shares4.2K
Event2026-06-30
Filed2026-07-21
ROK
Rockwell Automation Inc
90.42%
Shares1.4K
Event2026-06-30
Filed2026-07-21
WY
Weyerhaeuser Co
-4.82%
Shares28.5K
Event2026-06-30
Filed2026-07-21
IR
Ingersoll Rand Inc
-1.21%
Shares8.2K
Event2026-06-30
Filed2026-07-21
SOLS
Solstice Advanced Materials Inc
-4.61%
Shares7.6K
Event2026-06-30
Filed2026-07-21
HDB
HDFC Bank Limitd F Sponsored ADR
21.26%
Shares25.8K
Event2026-06-30
Filed2026-07-21
SHW
Sherwin Williams Co
-20.82%
Shares1.9K
Event2026-06-30
Filed2026-07-21
MT
Arcelormittal F Unsponsored ADR
0.00%
Shares10.8K
Event2026-06-30
Filed2026-07-21
ANET
Arista Networks Inc
-6.16%
Shares3.8K
Event2026-06-30
Filed2026-07-21
IYW
iShares Trust Technology
-0.23%
Shares2.6K
Event2026-06-30
Filed2026-07-21
NKE
Nike Inc Class B
-31.68%
Shares15.5K
Event2026-06-30
Filed2026-07-21
Travelers Companies Inc
Travelers Companies Inc
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-21
ECL
Ecolab Inc
-4.19%
Shares2.3K
Event2026-06-30
Filed2026-07-21
MSI
Motorola Solutions Inc
-1.62%
Shares1.5K
Event2026-06-30
Filed2026-07-21
NU
Nu Holdings LTD F Class A
34.94%
Shares47.1K
Event2026-06-30
Filed2026-07-21
VFH
Vanguard Financials ETF
-6.83%
Shares4.7K
Event2026-06-30
Filed2026-07-21
VDC
Vanguard Consumer Staples ETF
-0.04%
Shares2.8K
Event2026-06-30
Filed2026-07-21
VIST
Vista Energy Sab De Ad F Unsponsored ADR
0.00%
Shares9.7K
Event2026-06-30
Filed2026-07-21
IBTM
iShares Ibonds Dec 2032 TRM Tres ETF
13.05%
Shares27.0K
Event2026-06-30
Filed2026-07-21
CLX
Clorox Company
-0.87%
Shares6.4K
Event2026-06-30
Filed2026-07-21
MSM
MSC Indl.Direct 'a'
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-21
FN
Fabrinet F
37.71%
Shares1.1K
Event2026-06-30
Filed2026-07-21
ROAD
Construction Partners In
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-21
HSIC
Schein Henry Inc
-0.34%
Shares7.1K
Event2026-06-30
Filed2026-07-21
EQNR
Equinor A S A F Sponsored ADR
0.00%
Shares18.8K
Event2026-06-30
Filed2026-07-21
MELI
Mercadolibre Inc
24.64%
Shares344
Event2026-06-30
Filed2026-07-21
FLQM
Franklin US MD CP Multifct Index ETF
-39.28%
Shares10.0K
Event2026-06-30
Filed2026-07-21
PAYX
Paychex Inc
-8.22%
Shares5.9K
Event2026-06-30
Filed2026-07-21
SMLF
Ishs US Smalla Cap Eqty Fact ETF
3.58%
Shares6.5K
Event2026-06-30
Filed2026-07-21
NRG
NRG Energy Inc New
-11.23%
Shares4.0K
Event2026-06-30
Filed2026-07-21
APH
Amphenol Corp New CL A
0.31%
Shares3.3K
Event2026-06-30
Filed2026-07-21
Banco Santander SA ADR F
Banco Santander SA ADR F
0.00%
Shares41.5K
Event2026-06-30
Filed2026-07-21
VHT
Vanguard Health Care ETF
-4.59%
Shares1.9K
Event2026-06-30
Filed2026-07-21
S & P Global Inc
S & P Global Inc
-20.19%
Shares1.4K
Event2026-06-30
Filed2026-07-21
UVE
Universal Ins HLDGS Inc
-0.72%
Shares13.7K
Event2026-06-30
Filed2026-07-21
CMI
Cummins Inc
-1.25%
Shares788
Event2026-06-30
Filed2026-07-21
BAI
iShares Ai Invatn And Tec Act ETF
New
Shares10.6K
Event2026-06-30
Filed2026-07-21
ET
Energy Transfer Equity
0.00%
Shares29.1K
Event2026-06-30
Filed2026-07-21
Medtronic PLC F
Medtronic PLC F
-3.58%
Shares7.0K
Event2026-06-30
Filed2026-07-21
MOO
Vaneck Vectors ETF TR Agribusiness ETF
-0.09%
Shares6.9K
Event2026-06-30
Filed2026-07-21
ORLY
O Reilly Automotive
67.42%
Shares5.9K
Event2026-06-30
Filed2026-07-21
DRI
Darden Restaurants Inc
0.57%
Shares2.6K
Event2026-06-30
Filed2026-07-21
RYN
Rayonier Inc
-9.55%
Shares25.6K
Event2026-06-30
Filed2026-07-21
OXY
Occidental Pete Corp
0.00%
Shares11.1K
Event2026-06-30
Filed2026-07-21
EBAY
eBay Inc
-2.08%
Shares4.8K
Event2026-06-30
Filed2026-07-21
XLE
Sector SPDR Engy Select
13.55%
Shares10.1K
Event2026-06-30
Filed2026-07-21
TFC
Truist Financial Corporation
-14.21%
Shares10.7K
Event2026-06-30
Filed2026-07-21
MKL
Markel Corp
0.00%
Shares272
Event2026-06-30
Filed2026-07-21
Allegion Public LTD Co F
Allegion Public LTD Co F
-6.27%
Shares3.7K
Event2026-06-30
Filed2026-07-21
AIQ
Global X Fund GLB X Art Intl TGY ETF
1.94%
Shares7.9K
Event2026-06-30
Filed2026-07-21
TBIL
US Treasury 3 Month Bill ETF
0.00%
Shares10.4K
Event2026-06-30
Filed2026-07-21
GIL
Gildan Activewear Inc F
-0.72%
Shares10.0K
Event2026-06-30
Filed2026-07-21
FBND
Fidelity Total Bond ETF
63.71%
Shares11.3K
Event2026-06-30
Filed2026-07-21
IYY
iShares Dow Jones U.S. ETF
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-21
AMTM
Amentum HLDGS Inc
48.22%
Shares24.7K
Event2026-06-30
Filed2026-07-21
JBL
Jabil Circuit Inc Com
3.43%
Shares1.3K
Event2026-06-30
Filed2026-07-21
BWZ
SPDR Short Term Intl Treasury Bond ETF
17.55%
Shares18.6K
Event2026-06-30
Filed2026-07-21
EQX
Equinox Gold Corp F
50.53%
Shares51.1K
Event2026-06-30
Filed2026-07-21
IYR
iShares TR Real Estate
0.00%
Shares4.8K
Event2026-06-30
Filed2026-07-21
MDLZ
Mondelez Intl Inc CL A
0.00%
Shares8.5K
Event2026-06-30
Filed2026-07-21
TOL
Toll Brothers Inc
0.00%
Shares3.0K
Event2026-06-30
Filed2026-07-21
SPDR Portfolio S&P 500 ETF IV
SPDR Portfolio S&P 500 ETF IV
93.21%
Shares5.6K
Event2026-06-30
Filed2026-07-21
GIS
General Mills Inc
-15.42%
Shares14.1K
Event2026-06-30
Filed2026-07-21
IBDX
iShares Ibonds Dec 2032 TM CRP ETF
7.32%
Shares19.4K
Event2026-06-30
Filed2026-07-21
Netflix Com Inc Com
Netflix Com Inc Com
-3.65%
Shares6.8K
Event2026-06-30
Filed2026-07-21
TGT
Target Corporation
-43.56%
Shares3.7K
Event2026-06-30
Filed2026-07-21
TOPT
iShares Top 20 U S Stocks ETF
7.12%
Shares14.5K
Event2026-06-30
Filed2026-07-21
LNT
Alliant Energy Corp
3.42%
Shares6.3K
Event2026-06-30
Filed2026-07-21
VAW
Vanguard Materials ETF
-0.76%
Shares2.1K
Event2026-06-30
Filed2026-07-21
SNA
Snap-On
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-21
AEP
Amer Electric PWR Co Inc
-1.14%
Shares3.5K
Event2026-06-30
Filed2026-07-21
SYY
Sysco Corporation
-5.14%
Shares5.6K
Event2026-06-30
Filed2026-07-21
Crowdstrike HLDGS Inc
Crowdstrike HLDGS Inc
-0.66%
Shares604
Event2026-06-30
Filed2026-07-21
METV
Roundhill Ball Metaverse ETF
-8.82%
Shares25.0K
Event2026-06-30
Filed2026-07-21
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
New
Shares5.9K
Event2026-06-30
Filed2026-07-21
RAMP
Liveramp HLDGS Inc
-11.26%
Shares12.1K
Event2026-06-30
Filed2026-07-21
WMB
Williams Companies
0.02%
Shares6.1K
Event2026-06-30
Filed2026-07-21
ALL
Allstate Corporation
-7.13%
Shares1.9K
Event2026-06-30
Filed2026-07-21
Tempus Ai Inc Class A
Tempus Ai Inc Class A
13.26%
Shares7.8K
Event2026-06-30
Filed2026-07-21
BA
Boeing Co
-4.66%
Shares2.1K
Event2026-06-30
Filed2026-07-21
MCO
Moodys Corp Com
New
Shares982
Event2026-06-30
Filed2026-07-21
DG
Dollar General Corp
41.30%
Shares3.8K
Event2026-06-30
Filed2026-07-21
MMC
Marsh & McLennan Co Inc
1.30%
Shares2.6K
Event2026-06-30
Filed2026-07-21
DVN
Devon Energy CP New
-1.55%
Shares10.6K
Event2026-06-30
Filed2026-07-21
SR
Spire Inc
-6.77%
Shares5.5K
Event2026-06-30
Filed2026-07-21
Allegheny Technologies Com
Allegheny Technologies Com
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-21
TJX
T J X Cos Inc
0.04%
Shares2.8K
Event2026-06-30
Filed2026-07-21
AZO
Autozone Inc Com
0.00%
Shares132
Event2026-06-30
Filed2026-07-21
COF
Capital One Finl Corp Com
11.13%
Shares2.1K
Event2026-06-30
Filed2026-07-21
PEG
Pub SVC Ent Group Inc
-11.72%
Shares5.1K
Event2026-06-30
Filed2026-07-21
CBRE
Cbre Group Inc
59.74%
Shares3.1K
Event2026-06-30
Filed2026-07-21
COKE
Coca Cola Bottlg Co Cons
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-21
ILMN
Illumina
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-21
MCK
Mckesson Corporation
-6.37%
Shares544
Event2026-06-30
Filed2026-07-21
Ameriprise Financial Inc
Ameriprise Financial Inc
0.00%
Shares893
Event2026-06-30
Filed2026-07-21
INDA
iShares MSCI India Index
-8.05%
Shares8.3K
Event2026-06-30
Filed2026-07-21
TD
Toronto Dominion Bank F
0.00%
Shares3.4K
Event2026-06-30
Filed2026-07-21
FPS
Forgent PWR Solution Class A
New
Shares7.3K
Event2026-06-30
Filed2026-07-21
VVV
Valvoline Inc
0.00%
Shares10.2K
Event2026-06-30
Filed2026-07-21
Dominion Energy, Inc.
Dominion Energy, Inc.
-13.56%
Shares5.9K
Event2026-06-30
Filed2026-07-21
SCHK
Schwab 1000 Index ETF
-1.68%
Shares11.1K
Event2026-06-30
Filed2026-07-21
SPGP
Invesco S And P 500 Garp ETF
-2.54%
Shares3.3K
Event2026-06-30
Filed2026-07-21
GSLC
Goldman Sachs Actvbeta US LRG ETF
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-21
Johnson CTLS Intl PLC F
Johnson CTLS Intl PLC F
1.75%
Shares2.7K
Event2026-06-30
Filed2026-07-21
VYMI
Vanguard Intrntnl HGH
3.96%
Shares4.0K
Event2026-06-30
Filed2026-07-21
DKS
Dick's Sporting Goods
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-21
RPV
Invesco S&P 500 Pure Value ETF
New
Shares3.4K
Event2026-06-30
Filed2026-07-21
Accenture PLC CL A F
Accenture PLC CL A F
-1.04%
Shares3.0K
Event2026-06-30
Filed2026-07-21
VGSH
Vanguard Short Term Government ETF
0.78%
Shares6.5K
Event2026-06-30
Filed2026-07-21
WELL
Welltower Inc
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-21
PSN
Parsons Corp
52.64%
Shares7.2K
Event2026-06-30
Filed2026-07-21
MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
New
Shares6.1K
Event2026-06-30
Filed2026-07-21
BAM
Brookfiled Asset Manag F Class A
-15.70%
Shares8.3K
Event2026-06-30
Filed2026-07-21
WTV
Wisdomtree U S Value ETF
54.74%
Shares3.7K
Event2026-06-30
Filed2026-07-21
PGR
Progressive Corp Ohio
-2.80%
Shares1.7K
Event2026-06-30
Filed2026-07-21
RMD
Resmed Inc
-13.59%
Shares1.9K
Event2026-06-30
Filed2026-07-21
SKYX
SKYX Platforms Corp
104.57%
Shares335.0K
Event2026-06-30
Filed2026-07-21
BRC
Brady Corporation CL A
32.22%
Shares4.0K
Event2026-06-30
Filed2026-07-21
IUSV
iShares Core S&P US Value
-5.25%
Shares3.3K
Event2026-06-30
Filed2026-07-21
DuPont De Nemours Inc Com Usd0.01 (R/S)
DuPont De Nemours Inc Com Usd0.01 (R/S)
New
Shares2.7K
Event2026-06-30
Filed2026-07-21

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
LEAVELL INVESTMENT MANAGEMENT, INC. Institutional Holdings, Portfolio & P&L β€” TradeFomo