Sponsored
The Analysis of LEE DANNER & BASS INC's Holdings & P&L
Currently, LEE DANNER & BASS INC holds 246 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in CXW (+1.6M shares, valued at $30.1M), VSAT (+578.4K shares, valued at $26.5M), AEM (+97.3K shares, valued at $19.8M); decreased their positions in MSFT (-3.4K shares, valued at $1.3M), JPM (-3.4K shares, valued at $992.8K), ADBE (-2.5K shares, valued at $605.3K); initiated new positions in TIGO (+243.0K shares, valued at $18.2M), EHC (+183.0K shares, valued at $17.7M), CCJ (+85.0K shares, valued at $9.2M).
1M P&L
+2.2M+0.16%
3M P&L
+537.1K+0.04%
HY P&L
+124.5M+9.67%
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
1Medical Care Facilities220.2M
16.6%
2N/A72.6M
5.5%
3Consumer Electronics56.4M
4.3%
Top Industries by Stock Count
1N/A54 stocks
24.4%
2Drug Manufacturers - General7 stocks
3.2%
3Telecom Services6 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
BERKSHIRE HATHAWAY INC. CLASS B BERKSHIRE HATHAWAY INC. CLASS B264.0K shares-0.29%2026-03-312026-04-28
Sponsored
Sponsored
PINNACLE FINANCIAL PARTNERS, INC. PINNACLE FINANCIAL PARTNERS, INC.208.7K shares-1.52%2026-03-312026-04-28
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BROOKFIELD ASSET MANAGEMENT LTD. CLASS A BROOKFIELD ASSET MANAGEMENT LTD. CLASS A64.9K shares0.00%2026-03-312026-04-28
Sponsored
Sponsored
SIX FLAGS ENTERTAINMENT CORPORATION SIX FLAGS ENTERTAINMENT CORPORATION117.7K sharesnew addition2026-03-312026-04-28
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BED BATH & BEYOND INC WT EXP 100726 BED BATH & BEYOND INC WT EXP 10072658.6K sharesnew addition2026-03-312026-04-28
HCA
-0.13%HCA HEALTHCARE INC
Shares387.4K
Event2026-03-31
Filed2026-04-28
BERKSHIRE HATHAWAY INC. CLASS B
-0.29%BERKSHIRE HATHAWAY INC. CLASS B
Shares264.0K
Event2026-03-31
Filed2026-04-28
ALPHABET INC. CLASS C
-0.53%ALPHABET INC. CLASS C
Shares202.1K
Event2026-03-31
Filed2026-04-28
AAPL
0.74%APPLE INC.
Shares222.3K
Event2026-03-31
Filed2026-04-28
AEM
84.06%AGNICO EAGLE MINES LIMITED
Shares213.1K
Event2026-03-31
Filed2026-04-28
CXW
273.10%CORECIVIC, INC.
Shares2.2M
Event2026-03-31
Filed2026-04-28
VSAT
227.28%VIASAT, INC.
Shares832.9K
Event2026-03-31
Filed2026-04-28
MSFT
-3.58%MICROSOFT CORPORATION
Shares91.9K
Event2026-03-31
Filed2026-04-28
AMZN
2.26%AMAZON.COM, INC.
Shares158.9K
Event2026-03-31
Filed2026-04-28
GS
-0.95%GOLDMAN SACHS GROUP, INC.
Shares34.8K
Event2026-03-31
Filed2026-04-28
RTX
-1.07%RTX CORPORATION
Shares134.8K
Event2026-03-31
Filed2026-04-28
CAT
-0.24%CATERPILLAR INC.
Shares36.3K
Event2026-03-31
Filed2026-04-28
XOM
0.10%EXXON MOBIL CORPORATION
Shares151.0K
Event2026-03-31
Filed2026-04-28
JNJ
-0.34%JOHNSON & JOHNSON
Shares103.1K
Event2026-03-31
Filed2026-04-28
URI
-0.46%UNITED RENTALS, INC.
Shares32.3K
Event2026-03-31
Filed2026-04-28
FDX
-1.33%FEDEX CORPORATION
Shares58.7K
Event2026-03-31
Filed2026-04-28
ACCENTURE PLC CLASS A
0.29%ACCENTURE PLC CLASS A
Shares103.9K
Event2026-03-31
Filed2026-04-28
V
1.81%VISA INC. CLASS A
Shares65.3K
Event2026-03-31
Filed2026-04-28
L
22.11%LOEWS CORPORATION
Shares174.0K
Event2026-03-31
Filed2026-04-28
TIGO
NewMILLICOM INTL CELLULAR S A
Shares243.0K
Event2026-03-31
Filed2026-04-28
PINNACLE FINANCIAL PARTNERS, INC.
-1.52%PINNACLE FINANCIAL PARTNERS, INC.
Shares208.7K
Event2026-03-31
Filed2026-04-28
BKD
246.45%BROOKDALE SENIOR LIVING INC.
Shares1.3M
Event2026-03-31
Filed2026-04-28
EHC
NewENCOMPASS HEALTH CORP
Shares183.0K
Event2026-03-31
Filed2026-04-28
LOW
-1.04%LOWE'S COMPANIES, INC.
Shares69.9K
Event2026-03-31
Filed2026-04-28
WMT
-0.57%WALMART INC.
Shares119.3K
Event2026-03-31
Filed2026-04-28
CMP
94.93%COMPASS MINERALS INTERNATIONAL, INC.
Shares605.8K
Event2026-03-31
Filed2026-04-28
NVDA
2.74%NVIDIA CORPORATION
Shares79.4K
Event2026-03-31
Filed2026-04-28
SYY
4.54%SYSCO CORPORATION
Shares189.2K
Event2026-03-31
Filed2026-04-28
META
5.07%META PLATFORMS INC CLASS A
Shares23.0K
Event2026-03-31
Filed2026-04-28
TRC
1109.43%TEJON RANCH CO.
Shares695.4K
Event2026-03-31
Filed2026-04-28
PG
0.42%PROCTER & GAMBLE COMPANY
Shares86.1K
Event2026-03-31
Filed2026-04-28
UPS
0.06%UNITED PARCEL SERVICE, INC. CLASS B
Shares123.2K
Event2026-03-31
Filed2026-04-28
PM
1.71%PHILIP MORRIS INTERNATIONAL INC.
Shares73.2K
Event2026-03-31
Filed2026-04-28
RSG
-0.05%REPUBLIC SERVICES, INC.
Shares53.7K
Event2026-03-31
Filed2026-04-28
AGI
1200.00%ALAMOS GOLD INC.
Shares260.0K
Event2026-03-31
Filed2026-04-28
GEO
158.19%GEO GROUP INC
Shares685.5K
Event2026-03-31
Filed2026-04-28
DIS
-0.32%WALT DISNEY COMPANY
Shares116.6K
Event2026-03-31
Filed2026-04-28
MERCK & CO., INC.
0.76%MERCK & CO., INC.
Shares90.0K
Event2026-03-31
Filed2026-04-28
MDLZ
-0.11%MONDELEZ INTERNATIONAL, INC. CLASS A
Shares183.1K
Event2026-03-31
Filed2026-04-28
MEDTRONIC PLC
7.40%MEDTRONIC PLC
Shares121.4K
Event2026-03-31
Filed2026-04-28
INTC
0.66%INTEL CORPORATION
Shares231.5K
Event2026-03-31
Filed2026-04-28
HAL
3.77%HALLIBURTON COMPANY
Shares252.9K
Event2026-03-31
Filed2026-04-28
GHC
103.33%GRAHAM HOLDINGS CO. CLASS B
Shares9.2K
Event2026-03-31
Filed2026-04-28
CCJ
NewCAMECO CORP
Shares85.0K
Event2026-03-31
Filed2026-04-28
ORCL
4.13%ORACLE CORPORATION
Shares60.7K
Event2026-03-31
Filed2026-04-28
HON
-2.57%HONEYWELL INTERNATIONAL INC.
Shares39.1K
Event2026-03-31
Filed2026-04-28
HD
0.01%HOME DEPOT, INC.
Shares25.4K
Event2026-03-31
Filed2026-04-28
JPM
-10.71%JPMORGAN CHASE & CO.
Shares28.1K
Event2026-03-31
Filed2026-04-28
BAC
-1.56%BANK OF AMERICA CORP
Shares168.5K
Event2026-03-31
Filed2026-04-28
AMGN
0.25%AMGEN INC.
Shares22.0K
Event2026-03-31
Filed2026-04-28
SLB
6.53%SCHLUMBERGER LIMITED
Shares137.1K
Event2026-03-31
Filed2026-04-28
WTM
3.22%WHITE MOUNTAINS INSURANCE GROUP LTD
Shares3.2K
Event2026-03-31
Filed2026-04-28
IRM
2.96%IRON MOUNTAIN, INC.
Shares67.1K
Event2026-03-31
Filed2026-04-28
CVX
1.57%CHEVRON CORPORATION
Shares32.9K
Event2026-03-31
Filed2026-04-28
RF
-0.64%REGIONS FINANCIAL CORPORATION
Shares257.6K
Event2026-03-31
Filed2026-04-28
SRE
-6.65%SEMPRA
Shares68.5K
Event2026-03-31
Filed2026-04-28
VTOL
NewBRISTOW GROUP INC
Shares141.0K
Event2026-03-31
Filed2026-04-28
CSCO
0.71%CISCO SYSTEMS, INC.
Shares81.3K
Event2026-03-31
Filed2026-04-28
VTS
48.40%VITESSE ENERGY, INC.
Shares346.5K
Event2026-03-31
Filed2026-04-28
JEF
77.56%JEFFERIES FINANCIAL GROUP INC.
Shares148.8K
Event2026-03-31
Filed2026-04-28
BN
0.00%BROOKFIELD CORPORATION
Shares149.0K
Event2026-03-31
Filed2026-04-28
BA
0.00%BOEING COMPANY
Shares28.2K
Event2026-03-31
Filed2026-04-28
PINK
3.00%SIMPLIFY HEALTH CARE ETF
Shares165.5K
Event2026-03-31
Filed2026-04-28
KO
-0.36%COCA-COLA COMPANY
Shares72.4K
Event2026-03-31
Filed2026-04-28
ALPHABET INC. CLASS A
-4.87%ALPHABET INC. CLASS A
Shares18.6K
Event2026-03-31
Filed2026-04-28
UNH
-0.13%UNITEDHEALTH GROUP INCORPORATED
Shares19.7K
Event2026-03-31
Filed2026-04-28
NOV
55.31%NOV INC.
Shares280.8K
Event2026-03-31
Filed2026-04-28
SSP
NewSCRIPPS E W CO OHIO CL A NEW
Shares1.4M
Event2026-03-31
Filed2026-04-28
MMM
0.84%3M COMPANY
Shares36.2K
Event2026-03-31
Filed2026-04-28
FI
104.06%FISERV, INC.
Shares92.9K
Event2026-03-31
Filed2026-04-28
BBBY
2187.30%BED BATH & BEYOND, INC.
Shares1.1M
Event2026-03-31
Filed2026-04-28
VWO
-0.01%VANGUARD FTSE EMERGING MARKETS ETF
Shares89.0K
Event2026-03-31
Filed2026-04-28
SYK
-0.80%STRYKER CORPORATION
Shares14.2K
Event2026-03-31
Filed2026-04-28
ABBV
0.38%ABBVIE, INC.
Shares20.9K
Event2026-03-31
Filed2026-04-28
CRM
-11.18%SALESFORCE, INC.
Shares24.2K
Event2026-03-31
Filed2026-04-28
IJR
0.00%ISHARES CORE S&P SMALL CAP ETF
Shares35.9K
Event2026-03-31
Filed2026-04-28
IAK
-1.79%ISHARES U.S. INSURANCE ETF
Shares34.6K
Event2026-03-31
Filed2026-04-28
WFC
-1.05%WELLS FARGO & COMPANY
Shares55.5K
Event2026-03-31
Filed2026-04-28
TRV
-4.44%TRAVELERS COMPANIES, INC.
Shares15.1K
Event2026-03-31
Filed2026-04-28
DHR
30.57%DANAHER CORPORATION
Shares23.2K
Event2026-03-31
Filed2026-04-28
MCD
1.70%MCDONALD'S CORPORATION
Shares13.6K
Event2026-03-31
Filed2026-04-28
LUMN
708.00%LUMEN TECHNOLOGIES, INC.
Shares602.2K
Event2026-03-31
Filed2026-04-28
SBUX
-0.79%STARBUCKS CORPORATION
Shares46.5K
Event2026-03-31
Filed2026-04-28
NHI
0.00%NATIONAL HEALTH INVESTORS, INC.
Shares51.2K
Event2026-03-31
Filed2026-04-28
CLF
66.18%CLEVELAND-CLIFFS INC
Shares452.0K
Event2026-03-31
Filed2026-04-28
NKE
9.35%NIKE, INC. CLASS B
Shares72.0K
Event2026-03-31
Filed2026-04-28
MTB
0.00%M&T BANK CORPORATION
Shares18.4K
Event2026-03-31
Filed2026-04-28
HSIC
0.00%HENRY SCHEIN, INC.
Shares51.4K
Event2026-03-31
Filed2026-04-28
ADT
-2.19%ADT, INC.
Shares543.9K
Event2026-03-31
Filed2026-04-28
BP
-4.03%BP PLC SPONSORED ADR
Shares75.5K
Event2026-03-31
Filed2026-04-28
CVS
-1.88%CVS HEALTH CORPORATION
Shares48.6K
Event2026-03-31
Filed2026-04-28
ABT
7.51%ABBOTT LABORATORIES
Shares33.9K
Event2026-03-31
Filed2026-04-28
OIH
1.08%VANECK OIL SERVICES ETF
Shares8.5K
Event2026-03-31
Filed2026-04-28
TPR
-4.98%TAPESTRY, INC.
Shares22.0K
Event2026-03-31
Filed2026-04-28
IBM
1.81%INTERNATIONAL BUSINESS MACHINES CORPORATION
Shares12.7K
Event2026-03-31
Filed2026-04-28
ZTS
-1.01%ZOETIS, INC. CLASS A
Shares24.4K
Event2026-03-31
Filed2026-04-28
GLD
31.98%SPDR GOLD SHARES
Shares6.7K
Event2026-03-31
Filed2026-04-28
BROOKFIELD ASSET MANAGEMENT LTD. CLASS A
0.00%BROOKFIELD ASSET MANAGEMENT LTD. CLASS A
Shares64.9K
Event2026-03-31
Filed2026-04-28
T
12.59%AT&T INC
Shares97.9K
Event2026-03-31
Filed2026-04-28
TFC
1.76%TRUIST FINANCIAL CORPORATION
Shares61.3K
Event2026-03-31
Filed2026-04-28
OC
117.00%OWENS CORNING
Shares24.6K
Event2026-03-31
Filed2026-04-28
COST
-3.16%COSTCO WHOLESALE CORPORATION
Shares2.7K
Event2026-03-31
Filed2026-04-28
DUKE ENERGY CORPORATION
-1.28%DUKE ENERGY CORPORATION
Shares20.2K
Event2026-03-31
Filed2026-04-28
USB
1.50%U.S. BANCORP
Shares50.8K
Event2026-03-31
Filed2026-04-28
PFE
-2.85%PFIZER INC.
Shares91.0K
Event2026-03-31
Filed2026-04-28
AIG
194.23%AMERICAN INTERNATIONAL GROUP, INC.
Shares33.8K
Event2026-03-31
Filed2026-04-28
PANW
4.55%PALO ALTO NETWORKS, INC.
Shares15.4K
Event2026-03-31
Filed2026-04-28
APA CORPORATION
0.00%APA CORPORATION
Shares57.6K
Event2026-03-31
Filed2026-04-28
IWF
0.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares5.4K
Event2026-03-31
Filed2026-04-28
MCK
0.00%MCKESSON CORPORATION
Shares2.5K
Event2026-03-31
Filed2026-04-28
PEP
-2.81%PEPSICO, INC.
Shares13.9K
Event2026-03-31
Filed2026-04-28
DAL
-7.05%DELTA AIR LINES, INC.
Shares32.2K
Event2026-03-31
Filed2026-04-28
IWD
0.00%ISHARES RUSSELL 1000 VALUE ETF
Shares9.8K
Event2026-03-31
Filed2026-04-28
SPYV
0.00%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares37.0K
Event2026-03-31
Filed2026-04-28
SIX FLAGS ENTERTAINMENT CORPORATION
NewSIX FLAGS ENTERTAINMENT CORPORATION
Shares117.7K
Event2026-03-31
Filed2026-04-28
EEM
-0.21%ISHARES MSCI EMERGING MARKETS ETF
Shares36.4K
Event2026-03-31
Filed2026-04-28
DEO
15.03%DIAGEO PLC SPONSORED ADR
Shares26.5K
Event2026-03-31
Filed2026-04-28
AXP
0.00%AMERICAN EXPRESS COMPANY
Shares6.5K
Event2026-03-31
Filed2026-04-28
CABO
218.66%CABLE ONE, INC.
Shares21.4K
Event2026-03-31
Filed2026-04-28
BMY
-3.30%BRISTOL-MYERS SQUIBB COMPANY
Shares31.8K
Event2026-03-31
Filed2026-04-28
IVV
0.00%ISHARES CORE S&P 500 ETF
Shares2.9K
Event2026-03-31
Filed2026-04-28
CARR
-0.71%CARRIER GLOBAL CORP.
Shares32.6K
Event2026-03-31
Filed2026-04-28
EFA
-0.27%ISHARES MSCI EAFE ETF
Shares18.7K
Event2026-03-31
Filed2026-04-28
VMC
-0.17%VULCAN MATERIALS COMPANY
Shares6.5K
Event2026-03-31
Filed2026-04-28
CMCSA
-3.46%COMCAST CORPORATION CLASS A
Shares59.2K
Event2026-03-31
Filed2026-04-28
XLB
0.00%MATERIALS SELECT SECTOR SPDR FUND
Shares33.8K
Event2026-03-31
Filed2026-04-28
SPY
-8.89%STATE STREET SPDR S&P 500 ETF
Shares2.6K
Event2026-03-31
Filed2026-04-28
TGT
1.90%TARGET CORPORATION
Shares13.4K
Event2026-03-31
Filed2026-04-28
KKR & CO INC
1.01%KKR & CO INC
Shares17.5K
Event2026-03-31
Filed2026-04-28
PSX
-4.99%PHILLIPS 66
Shares8.6K
Event2026-03-31
Filed2026-04-28
MO
7.99%ALTRIA GROUP, INC.
Shares22.7K
Event2026-03-31
Filed2026-04-28
BRK.A
0.00%BERKSHIRE HATHAWAY INC. CLASS A
Shares2
Event2026-03-31
Filed2026-04-28
TJX
-5.38%TJX COMPANIES INC
Shares8.8K
Event2026-03-31
Filed2026-04-28
SCHW
4.22%CHARLES SCHWAB CORP
Shares14.8K
Event2026-03-31
Filed2026-04-28
D
0.00%DOMINION ENERGY INC
Shares22.2K
Event2026-03-31
Filed2026-04-28
XLU
-2.04%UTILITIES SELECT SECTOR SPDR FUND
Shares29.6K
Event2026-03-31
Filed2026-04-28
IWB
-17.41%ISHARES RUSSELL 1000 ETF
Shares3.8K
Event2026-03-31
Filed2026-04-28
ALL
-0.57%ALLSTATE CORPORATION
Shares6.4K
Event2026-03-31
Filed2026-04-28
EHAB
NewENHABIT INC
Shares91.5K
Event2026-03-31
Filed2026-04-28
SHEL
0.00%SHELL PLC SPONSORED ADR
Shares13.7K
Event2026-03-31
Filed2026-04-28
SXC
983.33%SUNCOKE ENERGY, INC.
Shares195.0K
Event2026-03-31
Filed2026-04-28
VV
0.00%VANGUARD LARGE-CAP ETF
Shares4.1K
Event2026-03-31
Filed2026-04-28
WEST
NewWESTROCK COFFEE CO
Shares283.0K
Event2026-03-31
Filed2026-04-28
HPE
0.00%HEWLETT PACKARD ENTERPRISE CO.
Shares48.6K
Event2026-03-31
Filed2026-04-28
SOC
NewSABLE OFFSHORE CORP
Shares70.0K
Event2026-03-31
Filed2026-04-28
EPP
0.00%ISHARES MSCI PACIFIC EX-JAPAN ETF
Shares21.0K
Event2026-03-31
Filed2026-04-28
BROADCOM INC.
-5.94%BROADCOM INC.
Shares3.4K
Event2026-03-31
Filed2026-04-28
OI
4.43%O-I GLASS INC
Shares98.7K
Event2026-03-31
Filed2026-04-28
STZ
-4.69%CONSTELLATION BRANDS, INC. CLASS A
Shares6.9K
Event2026-03-31
Filed2026-04-28
VB
-0.10%VANGUARD SMALL-CAP ETF
Shares4.0K
Event2026-03-31
Filed2026-04-28
VLO
-1.34%VALERO ENERGY CORPORATION
Shares4.1K
Event2026-03-31
Filed2026-04-28
NVS
-8.89%NOVARTIS AG SPONSORED ADR
Shares6.3K
Event2026-03-31
Filed2026-04-28
VTI
4.52%VANGUARD TOTAL STOCK MARKET ETF
Shares3.0K
Event2026-03-31
Filed2026-04-28
MS
0.00%MORGAN STANLEY
Shares5.8K
Event2026-03-31
Filed2026-04-28
EMR
95.89%EMERSON ELECTRIC CO.
Shares7.0K
Event2026-03-31
Filed2026-04-28
GE AEROSPACE
-1.56%GE AEROSPACE
Shares3.2K
Event2026-03-31
Filed2026-04-28
IWR
0.00%ISHARES RUSSELL MIDCAP ETF
Shares8.8K
Event2026-03-31
Filed2026-04-28
COP
0.79%CONOCOPHILLIPS
Shares6.3K
Event2026-03-31
Filed2026-04-28
DRI
0.00%DARDEN RESTAURANTS, INC.
Shares4.2K
Event2026-03-31
Filed2026-04-28
ADBE
-42.38%ADOBE INC.
Shares3.4K
Event2026-03-31
Filed2026-04-28
FPH
NewFIVE POINT HOLDINGS LLC
Shares170.0K
Event2026-03-31
Filed2026-04-28
NEE
-10.92%NEXTERA ENERGY, INC.
Shares8.6K
Event2026-03-31
Filed2026-04-28
LHX
3.21%L3HARRIS TECHNOLOGIES INC
Shares2.3K
Event2026-03-31
Filed2026-04-28
IWM
0.68%ISHARES RUSSELL 2000 ETF
Shares3.1K
Event2026-03-31
Filed2026-04-28
VEA
0.00%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares11.6K
Event2026-03-31
Filed2026-04-28
NSC
0.00%NORFOLK SOUTHERN CORPORATION
Shares2.6K
Event2026-03-31
Filed2026-04-28
MPC
-4.00%MARATHON PETROLEUM CORPORATION
Shares3.0K
Event2026-03-31
Filed2026-04-28
PAAS
0.00%PAN AMERICAN SILVER CORP.
Shares13.0K
Event2026-03-31
Filed2026-04-28
VO
0.00%VANGUARD MID-CAP ETF
Shares2.4K
Event2026-03-31
Filed2026-04-28
GEV
0.00%GE VERNOVA INC.
Shares792
Event2026-03-31
Filed2026-04-28
FOR
NewFORESTAR GROUP INC
Shares26.7K
Event2026-03-31
Filed2026-04-28
LUV
-17.99%SOUTHWEST AIRLINES CO.
Shares17.3K
Event2026-03-31
Filed2026-04-28
DXC
-6.26%DXC TECHNOLOGY CO.
Shares51.4K
Event2026-03-31
Filed2026-04-28
VBK
0.00%VANGUARD SMALL-CAP GROWTH ETF
Shares2.1K
Event2026-03-31
Filed2026-04-28
KGC
0.00%KINROSS GOLD CORPORATION
Shares19.8K
Event2026-03-31
Filed2026-04-28
VUG
0.00%VANGUARD GROWTH ETF
Shares1.4K
Event2026-03-31
Filed2026-04-28
GCI
NewUSA TODAY CO INC
Shares84.6K
Event2026-03-31
Filed2026-04-28
VYM
-30.67%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares4.0K
Event2026-03-31
Filed2026-04-28
FOXA
0.00%FOX CORPORATION CLASS A
Shares10.0K
Event2026-03-31
Filed2026-04-28
MDY
0.00%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares925
Event2026-03-31
Filed2026-04-28
OTIS
-1.01%OTIS WORLDWIDE CORPORATION
Shares7.3K
Event2026-03-31
Filed2026-04-28
SOLSTICE ADVANCED MATLS INC
-2.53%SOLSTICE ADVANCED MATLS INC
Shares7.4K
Event2026-03-31
Filed2026-04-28
LLY
0.00%ELI LILLY AND COMPANY
Shares596
Event2026-03-31
Filed2026-04-28
ADX
0.00%ADAMS DIVERSIFIED EQUITY FUND INC SHS
Shares25.0K
Event2026-03-31
Filed2026-04-28
AZO
0.00%AUTOZONE, INC.
Shares162
Event2026-03-31
Filed2026-04-28
AMAT
0.00%APPLIED MATERIALS, INC.
Shares1.6K
Event2026-03-31
Filed2026-04-28
TM
0.00%TOYOTA MOTOR CORP. SPONSORED ADR
Shares2.5K
Event2026-03-31
Filed2026-04-28
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares862
Event2026-03-31
Filed2026-04-28
TDY
0.00%TELEDYNE TECHNOLOGIES INCORPORATED
Shares847
Event2026-03-31
Filed2026-04-28
GIS
0.00%GENERAL MILLS, INC.
Shares13.1K
Event2026-03-31
Filed2026-04-28
TSCO
-21.83%TRACTOR SUPPLY COMPANY
Shares10.7K
Event2026-03-31
Filed2026-04-28
SO
0.00%SOUTHERN COMPANY
Shares4.9K
Event2026-03-31
Filed2026-04-28
DVY
0.00%ISHARES SELECT DIVIDEND ETF
Shares3.1K
Event2026-03-31
Filed2026-04-28
CARS
NewCARS.COM INC
Shares53.3K
Event2026-03-31
Filed2026-04-28
PLD
-8.49%PROLOGIS, INC.
Shares3.2K
Event2026-03-31
Filed2026-04-28
CORZ
0.00%CORE SCIENTIFIC INC
Shares27.8K
Event2026-03-31
Filed2026-04-28
SHY
-2.01%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares4.9K
Event2026-03-31
Filed2026-04-28
GENERAL DYNAMICS CORPORATION
10.91%GENERAL DYNAMICS CORPORATION
Shares1.2K
Event2026-03-31
Filed2026-04-28
SPSB
0.00%STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
Shares13.3K
Event2026-03-31
Filed2026-04-28
TE CONNECTIVITY PLC
0.00%TE CONNECTIVITY PLC
Shares1.9K
Event2026-03-31
Filed2026-04-28
FTSM
0.00%FIRST TRUST ENHANCED SHORT MATURITY ETF
Shares6.5K
Event2026-03-31
Filed2026-04-28
NOC
0.00%NORTHROP GRUMMAN CORP.
Shares569
Event2026-03-31
Filed2026-04-28
EW
-15.33%EDWARDS LIFESCIENCES CORPORATION
Shares4.7K
Event2026-03-31
Filed2026-04-28
INVESCO QQQ TRUST SERIES I
-3.96%INVESCO QQQ TRUST SERIES I
Shares631
Event2026-03-31
Filed2026-04-28
IUSG
0.00%ISHARES CORE S&P U.S. GROWTH ETF
Shares2.3K
Event2026-03-31
Filed2026-04-28
BARRICK MINING CORPORATION
6.42%BARRICK MINING CORPORATION
Shares8.3K
Event2026-03-31
Filed2026-04-28
MA
-30.83%MASTERCARD INCORPORATED CLASS A
Shares673
Event2026-03-31
Filed2026-04-28
CIGNA GROUP
0.00%CIGNA GROUP
Shares1.2K
Event2026-03-31
Filed2026-04-28
ACWI
0.00%ISHARES MSCI ACWI ETF
Shares2.4K
Event2026-03-31
Filed2026-04-28
IJH
0.00%ISHARES CORE S&P MID-CAP ETF
Shares4.8K
Event2026-03-31
Filed2026-04-28
INTU
-36.73%INTUIT INC.
Shares746
Event2026-03-31
Filed2026-04-28
XLK
0.00%TECHNOLOGY SELECT SECTOR SPDR FUND
Shares2.4K
Event2026-03-31
Filed2026-04-28
FOX
0.00%FOX CORPORATION CLASS B
Shares5.7K
Event2026-03-31
Filed2026-04-28
UNP
0.00%UNION PACIFIC CORPORATION
Shares1.2K
Event2026-03-31
Filed2026-04-28
AGG
0.00%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares3.0K
Event2026-03-31
Filed2026-04-28
VZ
-0.84%VERIZON COMMUNICATIONS INC.
Shares5.9K
Event2026-03-31
Filed2026-04-28
CGUS
0.00%CAPITAL GROUP CORE EQUITY ETF
Shares7.3K
Event2026-03-31
Filed2026-04-28
ONEQ
0.00%FIDELITY NASDAQ COMPOSITE INDEX ETF
Shares3.3K
Event2026-03-31
Filed2026-04-28
DOC
-17.02%HEALTHPEAK PROPERTIES, INC.
Shares16.7K
Event2026-03-31
Filed2026-04-28
VHT
-20.84%VANGUARD HEALTH CARE ETF
Shares999
Event2026-03-31
Filed2026-04-28
JCI
0.00%JOHNSON CONTROLS INTERNATIONAL PLC
Shares2.0K
Event2026-03-31
Filed2026-04-28
IEFA
0.00%ISHARES CORE MSCI EAFE ETF
Shares2.9K
Event2026-03-31
Filed2026-04-28
NEM
0.00%NEWMONT CORPORATION
Shares2.4K
Event2026-03-31
Filed2026-04-28
IXUS
0.00%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares2.9K
Event2026-03-31
Filed2026-04-28
CITIGROUP INC.
0.00%CITIGROUP INC.
Shares2.2K
Event2026-03-31
Filed2026-04-28
COF
0.00%CAPITAL ONE FINANCIAL CORP
Shares1.4K
Event2026-03-31
Filed2026-04-28
ATO
0.00%ATMOS ENERGY CORPORATION
Shares1.3K
Event2026-03-31
Filed2026-04-28
XLI
-11.95%INDUSTRIAL SELECT SECTOR SPDR FUND
Shares1.5K
Event2026-03-31
Filed2026-04-28
FLOT
0.00%ISHARES FLOATING RATE BOND ETF
Shares4.6K
Event2026-03-31
Filed2026-04-28
DE
NewDEERE & COMPANY
Shares407
Event2026-03-31
Filed2026-04-28
SCHX
0.00%SCHWAB U.S. LARGE-CAP ETF
Shares8.9K
Event2026-03-31
Filed2026-04-28
GLW
NewCORNING INC
Shares1.7K
Event2026-03-31
Filed2026-04-28
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares2.5K
Event2026-03-31
Filed2026-04-28
WMB
NewWILLIAMS COMPANIES, INC.
Shares3.0K
Event2026-03-31
Filed2026-04-28
TSLA
0.00%TESLA, INC.
Shares587
Event2026-03-31
Filed2026-04-28
PYPL
-5.03%PAYPAL HOLDINGS, INC.
Shares4.8K
Event2026-03-31
Filed2026-04-28
VIG
0.00%VANGUARD DIVIDEND APPRECIATION ETF
Shares995
Event2026-03-31
Filed2026-04-28
VCSH
0.00%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares2.6K
Event2026-03-31
Filed2026-04-28
CORZW
0.00%CORE SCIENTIFIC INC NEW WT EXP 012327
Shares20.2K
Event2026-03-31
Filed2026-04-28
NFE
NewNEW FORTRESS ENERGY INC
Shares293.9K
Event2026-03-31
Filed2026-04-28
AAL
-19.36%AMERICAN AIRLINES GROUP INC.
Shares14.5K
Event2026-03-31
Filed2026-04-28
CUSHMAN AND WAKEFIELD LTD
-26.67%CUSHMAN AND WAKEFIELD LTD
Shares11.0K
Event2026-03-31
Filed2026-04-28
MPW
0.00%MEDICAL PROPERTIES TRUST, INC.
Shares22.6K
Event2026-03-31
Filed2026-04-28
RMNI
0.00%RIMINI STREET INC CLASS A
Shares20.0K
Event2026-03-31
Filed2026-04-28
BED BATH & BEYOND INC WT EXP 100726
NewBED BATH & BEYOND INC WT EXP 100726
Shares58.6K
Event2026-03-31
Filed2026-04-28
XTI AEROSPACE INC
NewXTI AEROSPACE INC
Shares10.0K
Event2026-03-31
Filed2026-04-28
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available