The Analysis of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's Holdings & P&L


Currently, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds 560 types of securities in its portfolio with a total value $10.0B. In the most recent quarter, they have increased their positions in INTU (+71.2K shares, valued at $25.0M), LLY (+25.9K shares, valued at $24.3M), NVDA (+76.5K shares, valued at $14.4M); decreased their positions in ADBE (-166.3K shares, valued at $37.5M), N/A (-85.1K shares, valued at $27.0M), ROP (-50.2K shares, valued at $17.2M); initiated new positions in N/A (+12.0K shares, valued at $815.2K), PWR (+270 shares, valued at $158.0K), WAT (+480 shares, valued at $153.6K).


1M P&L
+214.6M+2.37%
3M P&L
+103.4M+1.13%
HY P&L
-410.8M-4.24%

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

1Credit Services874.3M
10.0%
2Software - Infrastructure871.8M
9.9%
3Software - Application827.3M
9.4%

Top Industries by Stock Count

1N/A86 stocks
17.2%
2Software - Application19 stocks
3.8%
3Specialty Industrial Machinery14 stocks
2.8%
Stock Holdings
ALPHABET INC
ALPHABET INC
-2.86%
Shares2.9M
Event2026-03-31
Filed2026-04-13
MA
MASTERCARD INC
-0.28%
Shares1.4M
Event2026-03-31
Filed2026-04-13
MSFT
MICROSOFT CORP
0.08%
Shares1.8M
Event2026-03-31
Filed2026-04-13
AMZN
AMAZON.COM
2.14%
Shares2.2M
Event2026-03-31
Filed2026-04-13
SYK
STRYKER CORP
-0.44%
Shares1.1M
Event2026-03-31
Filed2026-04-13
AAPL
APPLE INC
0.75%
Shares1.4M
Event2026-03-31
Filed2026-04-13
INTU
INTUIT
7.55%
Shares1.0M
Event2026-03-31
Filed2026-04-13
NVDA
NVIDIA CORP
4.40%
Shares1.8M
Event2026-03-31
Filed2026-04-13
TJX
TJX COMPANIES INC
-2.44%
Shares2.1M
Event2026-03-31
Filed2026-04-13
DHR
DANAHER CORP SHS BEN INT
0.04%
Shares1.7M
Event2026-03-31
Filed2026-04-13
TMO
THERMO FISHER SCIENTIFIC INC
-1.56%
Shares531.2K
Event2026-03-31
Filed2026-04-13
COST
COSTCO WHOLESALE CORP NEW
-2.19%
Shares238.4K
Event2026-03-31
Filed2026-04-13
AMT
AMERICAN TOWER CORP
-5.60%
Shares1.2M
Event2026-03-31
Filed2026-04-13
PH
PARKER-HANNIFIN CORP
-1.04%
Shares205.0K
Event2026-03-31
Filed2026-04-13
NXPI
NXP SEMICONDUCTORS
0.06%
Shares967.6K
Event2026-03-31
Filed2026-04-13
EOG
EOG RESOURCES
-0.67%
Shares1.4M
Event2026-03-31
Filed2026-04-13
V
VISA INC
1.71%
Shares595.0K
Event2026-03-31
Filed2026-04-13
META
META PLATFORMS INC CL A
4.29%
Shares264.6K
Event2026-03-31
Filed2026-04-13
ABT
ABBOTT LABORATORIES
-1.99%
Shares1.6M
Event2026-03-31
Filed2026-04-13
CNI
CANADIAN NATIONAL RAILWAY
-2.56%
Shares1.3M
Event2026-03-31
Filed2026-04-13
FI
FISERV INC
-5.16%
Shares2.5M
Event2026-03-31
Filed2026-04-13
NOW
SERVICENOW INC
5.93%
Shares1.7M
Event2026-03-31
Filed2026-04-13
SNPS
SYNOPSYS INC
9.85%
Shares323.5K
Event2026-03-31
Filed2026-04-13
ADP
AUTOMATIC DATA PROCESSING
-2.71%
Shares605.9K
Event2026-03-31
Filed2026-04-13
BERKSHIRE HATHAWAY INC
BERKSHIRE HATHAWAY INC
6.83%
Shares233.1K
Event2026-03-31
Filed2026-04-13
VEEV
VEEVA SYSTEMS INC
10.37%
Shares734.5K
Event2026-03-31
Filed2026-04-13
CHD
CHURCH & DWIGHT CO
-4.08%
Shares1.1M
Event2026-03-31
Filed2026-04-13
PAYC
PAYCOM SOFTWARE INC
-10.66%
Shares769.6K
Event2026-03-31
Filed2026-04-13
QCOM
QUALCOMM INC
3.55%
Shares663.9K
Event2026-03-31
Filed2026-04-13
HD
HOME DEPOT INC
-1.93%
Shares245.5K
Event2026-03-31
Filed2026-04-13
SBUX
STARBUCKS CORP
-3.04%
Shares847.9K
Event2026-03-31
Filed2026-04-13
ASML
ASM LITHOGRAPHY HLDG N V
2.00%
Shares54.3K
Event2026-03-31
Filed2026-04-13
LOW
LOWES COMPANIES
-1.49%
Shares312.9K
Event2026-03-31
Filed2026-04-13
PM
PHILIP MORRIS INTERNATIONAL
-2.52%
Shares474.1K
Event2026-03-31
Filed2026-04-13
ADI
ANALOG DEVICES CORP
2.12%
Shares201.6K
Event2026-03-31
Filed2026-04-13
IDXX
IDEXX LABS
-1.40%
Shares122.3K
Event2026-03-31
Filed2026-04-13
ORLY
O'REILLY AUTOMOTIVE INC
-0.57%
Shares724.6K
Event2026-03-31
Filed2026-04-13
ADBE
ADOBE SYSTEMS INC
-37.86%
Shares272.9K
Event2026-03-31
Filed2026-04-13
JNJ
JOHNSON & JOHNSON
-2.27%
Shares256.3K
Event2026-03-31
Filed2026-04-13
PG
PROCTER & GAMBLE CO
-0.68%
Shares414.5K
Event2026-03-31
Filed2026-04-13
WEX
WEX INC
-8.06%
Shares375.1K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
ALPHABET INC
-2.29%
Shares179.9K
Event2026-03-31
Filed2026-04-13
UNP
UNION PACIFIC
-2.61%
Shares226.3K
Event2026-03-31
Filed2026-04-13
XOM
EXXON MOBIL CORP
0.36%
Shares370.6K
Event2026-03-31
Filed2026-04-13
REGN
REGENERON PHAR
-16.72%
Shares72.4K
Event2026-03-31
Filed2026-04-13
CSL
CARLISLE COS INC
30.81%
Shares132.3K
Event2026-03-31
Filed2026-04-13
MERCK & CO INC
MERCK & CO INC
-2.31%
Shares337.0K
Event2026-03-31
Filed2026-04-13
DKS
DICKS SPORTING GOODS INC
17.42%
Shares182.8K
Event2026-03-31
Filed2026-04-13
VLTO
VERALTO CORPORATION
-2.02%
Shares432.8K
Event2026-03-31
Filed2026-04-13
BR
BROADRIDGE FINANCIAL SOLUTIONS
-0.85%
Shares252.8K
Event2026-03-31
Filed2026-04-13
LLY
LILLY (ELI) & CO
194.14%
Shares39.2K
Event2026-03-31
Filed2026-04-13
MCD
MCDONALDS CORP
-4.07%
Shares106.1K
Event2026-03-31
Filed2026-04-13
NKE
NIKE INC CLASS B
-0.91%
Shares718.8K
Event2026-03-31
Filed2026-04-13
ROST
ROSS STORES INC
-3.06%
Shares130.8K
Event2026-03-31
Filed2026-04-13
PEP
PEPSICO INC
-4.44%
Shares168.5K
Event2026-03-31
Filed2026-04-13
ROP
ROPER INDUSTRIES INC
-42.38%
Shares68.2K
Event2026-03-31
Filed2026-04-13
CBT
CABOT CORP
0.00%
Shares286.0K
Event2026-03-31
Filed2026-04-13
CRM
SALESFORCE.COM
-19.83%
Shares128.8K
Event2026-03-31
Filed2026-04-13
TTD
TRADE DESK INC
-23.24%
Shares921.3K
Event2026-03-31
Filed2026-04-13
AMGN
AMGEN INC
-2.87%
Shares50.5K
Event2026-03-31
Filed2026-04-13
MSCI
MSCI INC
0.00%
Shares31.0K
Event2026-03-31
Filed2026-04-13
ECL
ECOLAB INC
37.19%
Shares60.4K
Event2026-03-31
Filed2026-04-13
ACCENTURE PLC
ACCENTURE PLC
-4.60%
Shares91.1K
Event2026-03-31
Filed2026-04-13
RTX
RTX CORP
-1.56%
Shares70.1K
Event2026-03-31
Filed2026-04-13
JPM
JP MORGAN CHASE & CO
-37.10%
Shares45.6K
Event2026-03-31
Filed2026-04-13
ALGN
ALIGN TECHNOLOGY INC
-31.08%
Shares76.8K
Event2026-03-31
Filed2026-04-13
ABBV
ABBVIE INC
-2.08%
Shares63.0K
Event2026-03-31
Filed2026-04-13
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-15.89%
Shares87.4K
Event2026-03-31
Filed2026-04-13
CVX
CHEVRON CORP
-3.04%
Shares67.9K
Event2026-03-31
Filed2026-04-13
WSO
WATSCO INC
-5.49%
Shares29.4K
Event2026-03-31
Filed2026-04-13
BROADCOM INC
BROADCOM INC
11.12%
Shares30.5K
Event2026-03-31
Filed2026-04-13
GLD
SPDR GOLD TRUST
221.61%
Shares24.4K
Event2026-03-31
Filed2026-04-13
ITW
ILLINOIS TOOL WORKS
0.30%
Shares35.9K
Event2026-03-31
Filed2026-04-13
HDB
HDFC BANK LTD-ADR
-0.90%
Shares358.4K
Event2026-03-31
Filed2026-04-13
WMT
WAL-MART STORES INC
-6.63%
Shares69.4K
Event2026-03-31
Filed2026-04-13
ROK
ROCKWELL AUTOMATION
-3.02%
Shares21.4K
Event2026-03-31
Filed2026-04-13
SPY
SPDR
7.68%
Shares12.0K
Event2026-03-31
Filed2026-04-13
KO
COCA-COLA CO
-3.70%
Shares101.4K
Event2026-03-31
Filed2026-04-13
DE
DEERE & CO
0.00%
Shares11.5K
Event2026-03-31
Filed2026-04-13
CL
COLGATE PALMOLIVE CO
-0.96%
Shares81.5K
Event2026-03-31
Filed2026-04-13
TKR
TIMKEN CO
0.00%
Shares60.5K
Event2026-03-31
Filed2026-04-13
COP
CONOCOPHILLIPS INC
-0.11%
Shares50.4K
Event2026-03-31
Filed2026-04-13
VTI
VANGUARD
-5.51%
Shares18.3K
Event2026-03-31
Filed2026-04-13
APD
AIR PRODUCTS & CHEMICALS INC
-2.40%
Shares20.4K
Event2026-03-31
Filed2026-04-13
NEE
NEXTERA ENERGY INC
2.16%
Shares55.0K
Event2026-03-31
Filed2026-04-13
CTAS
CINTAS CORP
0.00%
Shares28.4K
Event2026-03-31
Filed2026-04-13
CMI
CUMMINS INC
0.00%
Shares7.5K
Event2026-03-31
Filed2026-04-13
NSC
NORFOLK SOUTHERN CORP
-1.00%
Shares14.9K
Event2026-03-31
Filed2026-04-13
GE AEROSPACE
GE AEROSPACE
0.00%
Shares14.3K
Event2026-03-31
Filed2026-04-13
HON
HONEYWELL INTL INC COM
-0.41%
Shares18.1K
Event2026-03-31
Filed2026-04-13
CB
CHUBB LTD
0.00%
Shares12.6K
Event2026-03-31
Filed2026-04-13
CSCO
CISCO SYSTEMS
1.60%
Shares48.7K
Event2026-03-31
Filed2026-04-13
NVO
NOVO-NORDISK A/S ADR
-1.72%
Shares105.6K
Event2026-03-31
Filed2026-04-13
NFLX
NETFLIX INC
4.57%
Shares37.0K
Event2026-03-31
Filed2026-04-13
DIS
WALT DISNEY PRODUCTIONS
-17.07%
Shares38.0K
Event2026-03-31
Filed2026-04-13
STT
STATE STREET CORP
0.00%
Shares26.9K
Event2026-03-31
Filed2026-04-13
SPGI
S&P GLOBAL INC
3.97%
Shares9.0K
Event2026-03-31
Filed2026-04-13
INVESCO
INVESCO
0.00%
Shares6.1K
Event2026-03-31
Filed2026-04-13
MS
MORGAN STANLEY
2.15%
Shares20.5K
Event2026-03-31
Filed2026-04-13
GLW
CORNING INC
-3.13%
Shares19.0K
Event2026-03-31
Filed2026-04-13
VIG
VANGUARD
0.00%
Shares14.5K
Event2026-03-31
Filed2026-04-13
ISRG
INTUITIVE SURGICAL INC
-0.64%
Shares7.0K
Event2026-03-31
Filed2026-04-13
IBM
INTL BUSINESS MACHINES CORP
0.00%
Shares13.5K
Event2026-03-31
Filed2026-04-13
HASI
HA SUSTAINABLE
11.14%
Shares79.6K
Event2026-03-31
Filed2026-04-13
BRK.A
BERKSHIRE HATHAWAY INC
0.00%
Shares4
Event2026-03-31
Filed2026-04-13
INTC
INTEL CORP
-5.46%
Shares44.4K
Event2026-03-31
Filed2026-04-13
COF
CAPITAL ONE FINANCIAL
-11.82%
Shares14.1K
Event2026-03-31
Filed2026-04-13
VANGUARD
VANGUARD
1.92%
Shares4.2K
Event2026-03-31
Filed2026-04-13
MDY
SPDR
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-13
BAC
BANK OF AMERICA CORP
-74.39%
Shares47.7K
Event2026-03-31
Filed2026-04-13
UNILEVER PLC SPONSORED ADR
UNILEVER PLC SPONSORED ADR
-4.64%
Shares42.7K
Event2026-03-31
Filed2026-04-13
BKNG
BOOKING HOLDINGS INC
2501.48%
Shares14.1K
Event2026-03-31
Filed2026-04-13
LMT
LOCKHEED MARTIN CORP
183.45%
Shares3.9K
Event2026-03-31
Filed2026-04-13
PAYX
PAYCHEX INC
-0.26%
Shares28.1K
Event2026-03-31
Filed2026-04-13
GEV
GE VERNOVA INC
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-13
EW
EDWARDS LIFESCIENCE CORP
0.00%
Shares29.7K
Event2026-03-31
Filed2026-04-13
IWF
ISHARES
-15.63%
Shares4.9K
Event2026-03-31
Filed2026-04-13
VMI
VALMONT INDUSTRIES INC
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-13
GIL
GILDAN ACTIVEWEAR INC
0.00%
Shares36.2K
Event2026-03-31
Filed2026-04-13
ALPHA ARCHITECT
ALPHA ARCHITECT
0.00%
Shares43.1K
Event2026-03-31
Filed2026-04-13
FDS
FACTSET RESEARCH SYSTEMS INC
-5.77%
Shares9.8K
Event2026-03-31
Filed2026-04-13
IWO
ISHARES
0.00%
Shares6.1K
Event2026-03-31
Filed2026-04-13
IVV
ISHARES
-0.67%
Shares3.0K
Event2026-03-31
Filed2026-04-13
TSLA
TESLA MOTORS INC
-0.17%
Shares5.7K
Event2026-03-31
Filed2026-04-13
JKHY
JACK HENRY & ASSOCIATES INC
-26.87%
Shares12.9K
Event2026-03-31
Filed2026-04-13
ZTS
ZOETIS INC
-36.25%
Shares15.3K
Event2026-03-31
Filed2026-04-13
GNRC
GENERAC HOLDINGS INC
-1.93%
Shares8.7K
Event2026-03-31
Filed2026-04-13
AXP
AMERICAN EXPRESS CO
3.86%
Shares5.6K
Event2026-03-31
Filed2026-04-13
TDG
TRANSDIGM GROUP INC COM
-0.28%
Shares1.4K
Event2026-03-31
Filed2026-04-13
VRTX
VERTEX PHARMACEUTICALS
-3.04%
Shares3.9K
Event2026-03-31
Filed2026-04-13
PFE
PFIZER
-4.51%
Shares61.2K
Event2026-03-31
Filed2026-04-13
HSY
THE HERSHEY COMPANY
-14.71%
Shares8.0K
Event2026-03-31
Filed2026-04-13
ABNB
AIRBNB INC CL A
-8.61%
Shares12.5K
Event2026-03-31
Filed2026-04-13
IWD
ISHARES
-8.52%
Shares7.2K
Event2026-03-31
Filed2026-04-13
VUSB
VANGUARD
0.00%
Shares31.5K
Event2026-03-31
Filed2026-04-13
LINDE PLC
LINDE PLC
-1.36%
Shares3.0K
Event2026-03-31
Filed2026-04-13
OZK
BANK OZK
3225.81%
Shares30.9K
Event2026-03-31
Filed2026-04-13
SHEL
ROYAL DUTCH SHELL PLC
0.89%
Shares16.1K
Event2026-03-31
Filed2026-04-13
MELI
MERCADOLIBRE INC
-3.50%
Shares826
Event2026-03-31
Filed2026-04-13
THE BLACKSTONE GROUP INC
THE BLACKSTONE GROUP INC
0.00%
Shares12.5K
Event2026-03-31
Filed2026-04-13
SYY
SYSCO CORP
-5.46%
Shares19.5K
Event2026-03-31
Filed2026-04-13
CAT
CATERPILLAR INC
-18.49%
Shares1.8K
Event2026-03-31
Filed2026-04-13
KKR & CO
KKR & CO
0.00%
Shares15.5K
Event2026-03-31
Filed2026-04-13
AMD
ADVANCE MICRO DEVICES
-1.75%
Shares5.6K
Event2026-03-31
Filed2026-04-13
TXN
TEXAS INSTRUMENTS INC
2.07%
Shares5.9K
Event2026-03-31
Filed2026-04-13
EMR
EMERSON ELECTRIC CO
0.00%
Shares8.7K
Event2026-03-31
Filed2026-04-13
AER
AERCAP HOLDINGS NV
0.00%
Shares8.4K
Event2026-03-31
Filed2026-04-13
VZ
VERIZON
0.13%
Shares26.2K
Event2026-03-31
Filed2026-04-13
RNR
RENAISSANCERE HOLDINGS LTD
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-13
VEA
VANGUARD
18.70%
Shares17.5K
Event2026-03-31
Filed2026-04-13
MCK
MCKESSON CORP
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-13
IWN
ISHARES
0.00%
Shares5.6K
Event2026-03-31
Filed2026-04-13
EFV
ISHARES
0.00%
Shares14.4K
Event2026-03-31
Filed2026-04-13
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
-1.16%
Shares8.4K
Event2026-03-31
Filed2026-04-13
FNF
FIDELITY NATIONAL FINANCIAL
0.00%
Shares22.8K
Event2026-03-31
Filed2026-04-13
FAST
FASTENAL CO
0.00%
Shares21.9K
Event2026-03-31
Filed2026-04-13
NVS
NOVARTIS AG ADR
0.32%
Shares7.0K
Event2026-03-31
Filed2026-04-13
IVW
ISHARES
0.00%
Shares8.9K
Event2026-03-31
Filed2026-04-13
BIIB
BIOGEN IDEC INC
0.00%
Shares6.2K
Event2026-03-31
Filed2026-04-13
AWK
AMERICAN WATER WORKS CO INC
0.21%
Shares7.7K
Event2026-03-31
Filed2026-04-13
SPG
SIMON PROPERTIES GROUP (NEW)
0.00%
Shares5.3K
Event2026-03-31
Filed2026-04-13
PYPL
PAYPAL HOLDINGS INC
-22.63%
Shares23.4K
Event2026-03-31
Filed2026-04-13
WWD
WOODWARD INC COM
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-13
GILD
GILEAD SCIENCES
4.66%
Shares7.4K
Event2026-03-31
Filed2026-04-13
XYL
XYLEM INC
0.00%
Shares7.9K
Event2026-03-31
Filed2026-04-13
ENB
ENBRIDGE INC
-2.03%
Shares18.5K
Event2026-03-31
Filed2026-04-13
AME
AMETEK INC NEW
-0.78%
Shares4.2K
Event2026-03-31
Filed2026-04-13
MTD
METTLER TOLEDO INTL
2.38%
Shares732
Event2026-03-31
Filed2026-04-13
SCHW
CHARLES SCHWAB CORP NEW
0.00%
Shares10.2K
Event2026-03-31
Filed2026-04-13
RB GLOBAL INC
RB GLOBAL INC
0.00%
Shares9.3K
Event2026-03-31
Filed2026-04-13
APH
AMPHENOL CORP
-2.57%
Shares6.8K
Event2026-03-31
Filed2026-04-13
BALL
BALL CORP
-23.87%
Shares15.1K
Event2026-03-31
Filed2026-04-13
VUG
VANGUARD
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-13
XPO
XPO LOGISTICS INC
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-13
VEU
VANGUARD
20.30%
Shares11.5K
Event2026-03-31
Filed2026-04-13
SNOW
SNOWFLAKE INC CL A
0.00%
Shares7.4K
Event2026-03-31
Filed2026-04-13
LIND
LINDBLAD EXPEDITIONS HOLDINGS
-23.10%
Shares46.6K
Event2026-03-31
Filed2026-04-13
IWM
ISHARES
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-13
LH
LABCORP HOLDINGS INC
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-13
CTVA
CORTEVA INC
3.25%
Shares10.3K
Event2026-03-31
Filed2026-04-13
ACGL
ARCH CAPITAL GROUP LTD
2.77%
Shares9.0K
Event2026-03-31
Filed2026-04-13
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
-1.08%
Shares18.2K
Event2026-03-31
Filed2026-04-13
CITIGROUP INC
CITIGROUP INC
-0.09%
Shares6.9K
Event2026-03-31
Filed2026-04-13
TE
TE
-0.80%
Shares3.7K
Event2026-03-31
Filed2026-04-13
DCI
DONALDSON CO INC
0.00%
Shares9.5K
Event2026-03-31
Filed2026-04-13
CROWN CASTLE INTL CORP
CROWN CASTLE INTL CORP
0.00%
Shares9.8K
Event2026-03-31
Filed2026-04-13
MDLZ
MONDELEZ INTERNATIONAL INC
-9.56%
Shares14.2K
Event2026-03-31
Filed2026-04-13
MKC
MCCORMICK & COMPANY
0.00%
Shares15.6K
Event2026-03-31
Filed2026-04-13
ESGV
VANGUARD
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-13
SUNBELT RENTAL HOLDINGS INC
SUNBELT RENTAL HOLDINGS INC
New
Shares12.0K
Event2026-03-31
Filed2026-04-13
OMC
OMNICOM GROUP INC
0.00%
Shares10.9K
Event2026-03-31
Filed2026-04-13
DOV
DOVER CORP
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-13
MCO
MOODYS CORP
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-13
FANG
DIAMONDBACK
-3.49%
Shares4.2K
Event2026-03-31
Filed2026-04-13
BN
BROOKFIELD CORPORATION
0.00%
Shares17.5K
Event2026-03-31
Filed2026-04-13
WMG
WARNER MUSIC GROUP CORP
0.00%
Shares25.9K
Event2026-03-31
Filed2026-04-13
PPG
PPG INDUSTRIES INC
0.00%
Shares6.7K
Event2026-03-31
Filed2026-04-13
SPOT
SPOTIFY TECH
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-13
HAS
HASBRO INC
0.00%
Shares7.8K
Event2026-03-31
Filed2026-04-13
MO
ALTRIA GROUP INC
0.00%
Shares10.5K
Event2026-03-31
Filed2026-04-13
WPC
W P CAREY INC
0.00%
Shares9.8K
Event2026-03-31
Filed2026-04-13
KLAC
KLA CORPORATION
33.22%
Shares401
Event2026-03-31
Filed2026-04-13
EFA
ISHARES
0.00%
Shares6.7K
Event2026-03-31
Filed2026-04-13
AMAT
APPLIED MATERIALS INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-13
XLK
STATE STREET
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-13
BA
BOEING CO
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-13
MEDTRONIC PLC
MEDTRONIC PLC
0.00%
Shares7.6K
Event2026-03-31
Filed2026-04-13
UNH
UNITEDHEALTH GROUP INC
-1.01%
Shares2.2K
Event2026-03-31
Filed2026-04-13
VTV
VANGUARD
-30.86%
Shares3.3K
Event2026-03-31
Filed2026-04-13
RS
RELIANCE STEEL & ALUMINUM
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-13
COKE
COCA COLA BOTTLING
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-13
INVESCO
INVESCO
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-13
IQV
IQVIA HOLDINGS INC
-17.28%
Shares3.7K
Event2026-03-31
Filed2026-04-13
IJR
ISHARES
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-13
AFL
AFLAC INC
1.02%
Shares5.4K
Event2026-03-31
Filed2026-04-13
HCA
HCA HEALTHCARE INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
OTEX
OPEN TEXT CORP
0.00%
Shares28.0K
Event2026-03-31
Filed2026-04-13
PANW
PALO ALTO NETWORKS INC
0.65%
Shares3.7K
Event2026-03-31
Filed2026-04-13
CCJ
CAMECO CORP
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-13
XLV
STATE STREET
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-13
A
AGILENT TECHNOLOGIES
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-13
FTV
FORTIVE CORP
-8.36%
Shares9.9K
Event2026-03-31
Filed2026-04-13
PNC
PNC FINANCIAL CORP
0.67%
Shares2.6K
Event2026-03-31
Filed2026-04-13
FSLR
FIRST SOLAR INC
0.83%
Shares2.8K
Event2026-03-31
Filed2026-04-13
SHW
SHERWIN WILLIAMS CO
8.38%
Shares1.7K
Event2026-03-31
Filed2026-04-13
TMUS
T-MOBILE US INC
13.32%
Shares2.9K
Event2026-03-31
Filed2026-04-13
DIA
SPDR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
IEFA
ISHARES
0.00%
Shares5.8K
Event2026-03-31
Filed2026-04-13
CMCSA
COMCAST CORP
-1.93%
Shares19.6K
Event2026-03-31
Filed2026-04-13
DBJP
XTRACKERS
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-13
PSX
PHILLIPS 66
-5.58%
Shares3.4K
Event2026-03-31
Filed2026-04-13
IJK
ISHARES
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-13
BP
BP PLC SPONSORED ADR
0.00%
Shares11.0K
Event2026-03-31
Filed2026-04-13
BMY
BRISTOL-MYERS SQUIBB CO
3.18%
Shares8.5K
Event2026-03-31
Filed2026-04-13
ALNY
ALNYLAM PHARMACEUTICALS
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-13
ORCL
ORACLE CORP COM
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-13
DOW
DOW INC
-1.91%
Shares12.6K
Event2026-03-31
Filed2026-04-13
BDX
BECTON DICKINSON
-10.46%
Shares3.2K
Event2026-03-31
Filed2026-04-13
VAL
VALARIS LTD
-50.00%
Shares5.0K
Event2026-03-31
Filed2026-04-13
CARR
CARRIER GLOBAL CORP
0.00%
Shares7.7K
Event2026-03-31
Filed2026-04-13
LHX
L3HARRIS TECHNOLOGIES INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
ULTA
ULTA BEAUTY INC
0.00%
Shares915
Event2026-03-31
Filed2026-04-13
GIS
GENERAL MILLS INC
3.59%
Shares13.3K
Event2026-03-31
Filed2026-04-13
CNQ
CANADIAN NATURAL RESOURCES LTD
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-13
CMG
CHIPOTLE MEXICAN GRILL
0.37%
Shares13.6K
Event2026-03-31
Filed2026-04-13
WMB
WILLIAMS COMPANIES
0.00%
Shares6.2K
Event2026-03-31
Filed2026-04-13
CBRE
CBRE GROUP INC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-13
STANLEY BLACK & DECKER INC
STANLEY BLACK & DECKER INC
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-13
TSCO
TRACTOR SUPPLY CO
-24.95%
Shares9.5K
Event2026-03-31
Filed2026-04-13
CIGNA CORPORATION
CIGNA CORPORATION
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-13
PGR
PROGRESSIVE CORP OHIO
8.15%
Shares2.2K
Event2026-03-31
Filed2026-04-13
BLACKROCK INC
BLACKROCK INC
0.00%
Shares416
Event2026-03-31
Filed2026-04-13
MMM
3M COMPANY
-10.52%
Shares2.7K
Event2026-03-31
Filed2026-04-13
TSM
TAIWAN SEMICONDUCTER ADR
24.97%
Shares1.1K
Event2026-03-31
Filed2026-04-13
CDNS
CADENCE DESIGN SYSTEMS INC
0.40%
Shares1.5K
Event2026-03-31
Filed2026-04-13
WTS
WATTS WATER TECHNOLOGIES INC
-12.98%
Shares1.3K
Event2026-03-31
Filed2026-04-13
POOL
POOL CORP
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-13
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
1.67%
Shares3.0K
Event2026-03-31
Filed2026-04-13
WM
WASTE MANAGEMENT INC
19.19%
Shares1.7K
Event2026-03-31
Filed2026-04-13
IVE
ISHARES
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-13
ALLE
ALLEGION PLC
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-13
AR
ANTERO RESOURCES CORP
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-13
INGR
INGREDION INC
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-13
TYL
TYLER TECHNOLOGIES INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
IJH
ISHARES
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-13
YUM
YUM! BRANDS
0.94%
Shares2.1K
Event2026-03-31
Filed2026-04-13
WFC
WELLS FARGO & CO (NEW)
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-13
IWS
ISHARES
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-13
UPS
UNITED PARCEL SERVICE
0.72%
Shares3.4K
Event2026-03-31
Filed2026-04-13
J
JACOBS SOLUTIONS INC
48.78%
Shares2.7K
Event2026-03-31
Filed2026-04-13
VB
VANGUARD
-14.04%
Shares1.2K
Event2026-03-31
Filed2026-04-13
ARGT
GLOBAL X MSCI ARGENTINA ETF
-26.02%
Shares3.5K
Event2026-03-31
Filed2026-04-13
TGT
TARGET CORP
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-13
MMC
MARSH & MCLENNAN COMPANIES INC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-13
SU
SUNCOR ENERGY INC NEW
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-13
OXY
OCCIDENTAL PETROLEUM CORP
0.00%
Shares5.3K
Event2026-03-31
Filed2026-04-13
DSI
ISHARES
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-13
BK
BANK OF NEW YORK MELLON CORP
114.45%
Shares2.4K
Event2026-03-31
Filed2026-04-13
MGY
MAGNOLIA OIL & GAS CORP
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-13
FLIN
FRANKLIN FTSE INDIA ETF
-25.13%
Shares8.3K
Event2026-03-31
Filed2026-04-13
VO
VANGUARD
0.00%
Shares990
Event2026-03-31
Filed2026-04-13
LAMR
LAMAR ADVERTISING CO
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-13
PEN
PENUMBRA INC
0.00%
Shares880
Event2026-03-31
Filed2026-04-13
EQIX
EQUINIX INC
1.47%
Shares277
Event2026-03-31
Filed2026-04-13
LAM RESEARCH CORP
LAM RESEARCH CORP
-3.57%
Shares1.1K
Event2026-03-31
Filed2026-04-13
BTU
PEABODY ENERGY
-2.27%
Shares10.0K
Event2026-03-31
Filed2026-04-13
AEP
AMERICAN ELECTRIC POWER INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-13
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
43.65%
Shares826
Event2026-03-31
Filed2026-04-13
VONG
VANGUARD
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-13
IWV
ISHARES
0.00%
Shares710
Event2026-03-31
Filed2026-04-13
KMB
KIMBERLY-CLARK CORP
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-13
MDGL
MADRIGAL PHARMACEUTICALS INC
0.00%
Shares500
Event2026-03-31
Filed2026-04-13
BROOKFIELD ASSET MANAGEMENT LTD
BROOKFIELD ASSET MANAGEMENT LTD
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-13
ITOT
ISHARES
385.67%
Shares1.7K
Event2026-03-31
Filed2026-04-13
SO
SOUTHERN CO
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-13
TT
TRANE TECHNOLOGIES PLC
60.64%
Shares551
Event2026-03-31
Filed2026-04-13
ED
CONSOLIDATED EDISON INC
-2.17%
Shares2.3K
Event2026-03-31
Filed2026-04-13
MTB
M & T BANK CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
VRT
VERTIV HOLDINGS A
0.00%
Shares850
Event2026-03-31
Filed2026-04-13
AUB
ATLANTIC UNION BANKSHARES CORP
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-13
VONV
VANGUARD
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-13
OTIS
OTIS WORLDWIDE CORPORATION
-10.89%
Shares2.9K
Event2026-03-31
Filed2026-04-13
IJJ
ISHARES
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-13
GS
GOLDMAN SACHS
23.27%
Shares249
Event2026-03-31
Filed2026-04-13
F
FORD MOTOR CO
8.83%
Shares18.5K
Event2026-03-31
Filed2026-04-13
EATON CORP
EATON CORP
2.22%
Shares552
Event2026-03-31
Filed2026-04-13
OKE
ONEOK INC (NEW)
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-13
TRV
THE TRAVELERS COMPANIES
4.29%
Shares730
Event2026-03-31
Filed2026-04-13
IJT
ISHARES
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-13
EBAY
EBAY INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-13
PODD
INSULET CORP
-3.47%
Shares1.0K
Event2026-03-31
Filed2026-04-13
D
DOMINION ENERGY INC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-13
IBDT
ISHARES
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-13
RRC
RANGE RES CORP
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-13
KNSL
KINSALE CAP GROUP
0.00%
Shares550
Event2026-03-31
Filed2026-04-13
ADSK
AUTODESK INC
-28.69%
Shares870
Event2026-03-31
Filed2026-04-13
DVN
DEVON ENERGY CORP NEW
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-13
NTRS
NORTHERN TRUST CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
DBEU
XTRACKERS
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-13
CANADIAN PACIFIC KANSAS CITY LTD
CANADIAN PACIFIC KANSAS CITY LTD
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-13
AZO
AUTOZONE INC
-16.13%
Shares52
Event2026-03-31
Filed2026-04-13
DISV
DIMENSIONAL
0.00%
Shares6.1K
Event2026-03-31
Filed2026-04-13
VCR
VANGUARD
0.00%
Shares462
Event2026-03-31
Filed2026-04-13
ATLASSIAN CORP CLASS A
ATLASSIAN CORP CLASS A
-1.25%
Shares3.0K
Event2026-03-31
Filed2026-04-13
NEM
NEWMONT MINING CORP
28.05%
Shares1.4K
Event2026-03-31
Filed2026-04-13
VGT
VANGUARD
0.00%
Shares230
Event2026-03-31
Filed2026-04-13
XLE
STATE STREET
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-13
NUE
NUCOR CORP
355.50%
Shares911
Event2026-03-31
Filed2026-04-13
ULS
UL SOLUTIONS INC CL A
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-13
HIG
HARTFORD INSURANCE GROUP INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
HUBBELL INC
HUBBELL INC
-18.37%
Shares311
Event2026-03-31
Filed2026-04-13
USB
US BANCORP
7.75%
Shares2.9K
Event2026-03-31
Filed2026-04-13
CENCORA INC
CENCORA INC
0.00%
Shares500
Event2026-03-31
Filed2026-04-13
BBT
BEACON FINANCIAL CORP
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-13
KDP
KEURIG DR PEPPER INC
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-13
VGIT
VANGUARD
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-13
IWR
ISHARES
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-13
UBER
UBER TECHNOLOGIES INC
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-13
HP INC
HP INC
-2.19%
Shares8.7K
Event2026-03-31
Filed2026-04-13
PWR
QUANTA
New
Shares270
Event2026-03-31
Filed2026-04-13
TRP
TC ENERGY CORPORATION
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-13
WAT
WATERS CORP
New
Shares480
Event2026-03-31
Filed2026-04-13
TWLO
TWILIO INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-13
ARKK
ARK
-4.59%
Shares2.1K
Event2026-03-31
Filed2026-04-13
MTUS
METALLUS INC
0.00%
Shares8.3K
Event2026-03-31
Filed2026-04-13
IWP
ISHARES
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
BTI
BRITISH AMERICAN TOBACCO
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-13
CINF
CINCINNATI FINANCIAL CORP
-15.57%
Shares895
Event2026-03-31
Filed2026-04-13
XEL
XCEL ENERGY INC COM
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-13
AVY
AVERY DENNISON CORP
0.00%
Shares816
Event2026-03-31
Filed2026-04-13
CAR
AVIS BUDGET GROUP INC
0.00%
Shares450
Event2026-03-31
Filed2026-04-13
ARKW
ARK
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
CHKP
CHECK POINT SOFTWARE TECH LTD
0.00%
Shares970
Event2026-03-31
Filed2026-04-13
SOLSTICE ADVANCED MATERIALS INC
SOLSTICE ADVANCED MATERIALS INC
-22.82%
Shares1.6K
Event2026-03-31
Filed2026-04-13
VRSN
VERISIGN
0.00%
Shares500
Event2026-03-31
Filed2026-04-13
MMYT
MAKEMYTRIP LTD
-17.23%
Shares3.1K
Event2026-03-31
Filed2026-04-13
FDX
FEDEX CORP
0.00%
Shares335
Event2026-03-31
Filed2026-04-13
CEG
CONSTELLATION ENERGY CORP
-5.43%
Shares435
Event2026-03-31
Filed2026-04-13
ESGU
ISHARES
0.00%
Shares837
Event2026-03-31
Filed2026-04-13
TOTAL ENERGIES SE
TOTAL ENERGIES SE
New
Shares1.3K
Event2026-03-31
Filed2026-04-13
ATR
APTARGROUP INC
0.00%
Shares920
Event2026-03-31
Filed2026-04-13
CSX
CSX CORP
-5.63%
Shares2.9K
Event2026-03-31
Filed2026-04-13
SHOP
SHOPIFY INC
-91.51%
Shares1.1K
Event2026-03-31
Filed2026-04-13
EL
ESTEE LAUDER COMPANIES
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-13
ALL
ALLSTATE INSURANCE
20.22%
Shares541
Event2026-03-31
Filed2026-04-13
CW
CURTISS-WRIGHT CORPORATION
-5.99%
Shares157
Event2026-03-31
Filed2026-04-13
MAGNUM ICE CREAM CO NV
MAGNUM ICE CREAM CO NV
-14.59%
Shares7.8K
Event2026-03-31
Filed2026-04-13
VWO
VANGUARD
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-13
IXUS
ISHARES
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
TD
TORONTO-DOMINION BANK
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
UBCP
UNITED BANCORP INC
0.00%
Shares6.9K
Event2026-03-31
Filed2026-04-13
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-3.29%
Shares1.5K
Event2026-03-31
Filed2026-04-13
WDC
WESTERN DIGITAL CORP
New
Shares323
Event2026-03-31
Filed2026-04-13
RIVN
RIVIAN AUTOMOTIVE INC
0.00%
Shares7.1K
Event2026-03-31
Filed2026-04-13
SBR
SABINE ROYALTY TRUST
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
GM
GENERAL MOTORS CO
-6.85%
Shares1.4K
Event2026-03-31
Filed2026-04-13
IEMG
ISHARES
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
AJG
GALLAGHER (ARTHUR J)
64.41%
Shares485
Event2026-03-31
Filed2026-04-13
MNRO
MONRO MUFFLER & BRAKE INC
0.00%
Shares6.3K
Event2026-03-31
Filed2026-04-13
HPE
HEWLETT PACKARD ENTERPRISE CO
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-13
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares150
Event2026-03-31
Filed2026-04-13
FE
FIRSTENERGY CORP
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-13
CPNG
COUPANG INC
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-13
WY
WEYERHAEUSER
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-13
EML
EASTERN CO
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-13
VLO
VALERO ENERGY CORP
100.00%
Shares400
Event2026-03-31
Filed2026-04-13
AVAV
AEROVIRONMENT INC
0.00%
Shares500
Event2026-03-31
Filed2026-04-13
SJM
SMUCKER J M CO
0.00%
Shares986
Event2026-03-31
Filed2026-04-13
EFG
ISHARES
0.00%
Shares749
Event2026-03-31
Filed2026-04-13
GWW
GRAINGER (WW) INC
-25.00%
Shares75
Event2026-03-31
Filed2026-04-13
PFG
PRINCIPAL FINANCIAL GROUP INC
0.00%
Shares950
Event2026-03-31
Filed2026-04-13
MCHP
MICROCHIP TECHNOLOGY INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
MDB
MONGODB INC
0.00%
Shares380
Event2026-03-31
Filed2026-04-13
VST
VISTRA ENERGY CORP
0.00%
Shares550
Event2026-03-31
Filed2026-04-13
DXCM
DEXCOM INC
-33.20%
Shares1.3K
Event2026-03-31
Filed2026-04-13
LNG
CHENIERE ENERGY INC
New
Shares320
Event2026-03-31
Filed2026-04-13
SRE
SEMPRA ENERGY
0.00%
Shares800
Event2026-03-31
Filed2026-04-13
NTES
NETEASE INC SPONSORED ADR
0.00%
Shares700
Event2026-03-31
Filed2026-04-13
STZ
CONSTELLATION BRANDS CL A
0.00%
Shares470
Event2026-03-31
Filed2026-04-13
KVUE
KENVUE INC
23.24%
Shares4.4K
Event2026-03-31
Filed2026-04-13
BSX
BOSTON SCIENTIFIC CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
CVS
CVS HEALTH CORP
-89.11%
Shares947
Event2026-03-31
Filed2026-04-13
COGT
COGENT BIOSCIENCES
100.00%
Shares2.0K
Event2026-03-31
Filed2026-04-13
TW
TRADEWEB MARKETS INC
-20.71%
Shares555
Event2026-03-31
Filed2026-04-13
MAR
MARRIOTT INTL INC
New
Shares190
Event2026-03-31
Filed2026-04-13
IGSB
ISHARES
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-13
XBI
SPDR
0.00%
Shares500
Event2026-03-31
Filed2026-04-13
SHM
SPDR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
ASGN
ASGN INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-13
APP
APPLOVIN CORP
20.74%
Shares163
Event2026-03-31
Filed2026-04-13
NXT
NEXTRACKER INC CLASS A
0.00%
Shares500
Event2026-03-31
Filed2026-04-13
SEDG
SOLAREDGE TECHNOLOGIES INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
PRU
PRUDENTIAL FINANCIAL INC
0.00%
Shares600
Event2026-03-31
Filed2026-04-13
SOLV
SOLVENTUM CORPORATION
0.00%
Shares877
Event2026-03-31
Filed2026-04-13
AMTM
AMENTUM
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-13
TOL
TOLL BROTHERS
New
Shares405
Event2026-03-31
Filed2026-04-13
EEM
ISHARES
0.00%
Shares937
Event2026-03-31
Filed2026-04-13
LNC
LINCOLN NATIONAL CORP
-5.92%
Shares1.7K
Event2026-03-31
Filed2026-04-13
ARM
ARM HOLDINGS PLC
0.00%
Shares375
Event2026-03-31
Filed2026-04-13
ENPH
ENPHASE ENERGY
1.44%
Shares1.8K
Event2026-03-31
Filed2026-04-13
AON PLC CLASS A
AON PLC CLASS A
0.00%
Shares174
Event2026-03-31
Filed2026-04-13
WBD
WARNER BROS DISCOVERY INC
New
Shares1.9K
Event2026-03-31
Filed2026-04-13
NVT
NVENT
0.00%
Shares400
Event2026-03-31
Filed2026-04-13
RAL
RALLIANT CORPORATION
-25.30%
Shares1.1K
Event2026-03-31
Filed2026-04-13
SIRIUS XM
SIRIUS XM
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-13
VNLA
JANUS HENDERSON
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-13
ES
EVERSOURCE ENERGY
0.00%
Shares695
Event2026-03-31
Filed2026-04-13
IBDR
ISHARES
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-13
PRGS
PROGRESS SOFTWARE
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-13
BF.A
BROWN FORMAN CORP
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-13
GLAXOSMITHKLINE PLC ADR
GLAXOSMITHKLINE PLC ADR
0.00%
Shares760
Event2026-03-31
Filed2026-04-13
SPIB
SPDR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-13
VTR
VENTAS INC
0.00%
Shares500
Event2026-03-31
Filed2026-04-13
O
REALTY INCOME CORPORATION
0.00%
Shares666
Event2026-03-31
Filed2026-04-13
JPST
JPMORGAN
0.00%
Shares837
Event2026-03-31
Filed2026-04-13
KAI
KADANT INC
0.00%
Shares130
Event2026-03-31
Filed2026-04-13
UGI
UGI CORP NEW
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
PLTR
PALANTIR TECHNOLOGIES INC
New
Shares325
Event2026-03-31
Filed2026-04-13
BCPC
BALCHEM CORP
0.00%
Shares230
Event2026-03-31
Filed2026-04-13
LIBERTY LIVE HOLDINGS INC
LIBERTY LIVE HOLDINGS INC
0.00%
Shares392
Event2026-03-31
Filed2026-04-13
WELL
WELLTOWER INC
New
Shares182
Event2026-03-31
Filed2026-04-13
HAL
HALLIBURTON CO
New
Shares992
Event2026-03-31
Filed2026-04-13
CASY
CASEYS GENERAL STORE INC
-25.37%
Shares50
Event2026-03-31
Filed2026-04-13
ELV
ELEVANCE HEALTH INC
0.00%
Shares117
Event2026-03-31
Filed2026-04-13
PHYS
SPROTT PHYSICAL GOLD TRUST
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-13
KIM
KIMCO REALTY CORP
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-13
FTNT
FORTINET INC
525.00%
Shares450
Event2026-03-31
Filed2026-04-13
WMS
ADVANCED DRAINAGE SYSTEMS INC
0.00%
Shares233
Event2026-03-31
Filed2026-04-13
VTRS
VIATRIS INC
-2.01%
Shares2.5K
Event2026-03-31
Filed2026-04-13
SPHQ
INVESCO
0.00%
Shares430
Event2026-03-31
Filed2026-04-13
NET
CLOUDFLARE INC CL A
0.00%
Shares200
Event2026-03-31
Filed2026-04-13
QSR
RESTAURANT BRANDS
0.00%
Shares432
Event2026-03-31
Filed2026-04-13
OXY.WS
OCCIDENTAL PETROLEUM CORP
0.00%
Shares905
Event2026-03-31
Filed2026-04-13
PGC
PEAPACK-GLADSTONE FINANCIAL
New
Shares840
Event2026-03-31
Filed2026-04-13
JBHT
HUNT J B TRANS SVCS INC
New
Shares135
Event2026-03-31
Filed2026-04-13
SLB
SCHLUMBERGER LTD
New
Shares571
Event2026-03-31
Filed2026-04-13
CME
CME GROUP INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-13
AMLX
AMYLYX PHARMACEUTICALS INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-13
LIBERTY MEDIA CORPORATION
LIBERTY MEDIA CORPORATION
0.00%
Shares332
Event2026-03-31
Filed2026-04-13
PEO
ADAMS NATURAL RESOURCES FUND INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
FG
F&G ANNUITIES & LIFE INC
-11.80%
Shares1.2K
Event2026-03-31
Filed2026-04-13
NTAP
NETAPP INC
0.00%
Shares300
Event2026-03-31
Filed2026-04-13
DELL
DELL TECHNOLOGIES INC
New
Shares161
Event2026-03-31
Filed2026-04-13
AAXJ
ISHARES
0.00%
Shares276
Event2026-03-31
Filed2026-04-13
JBL
JABIL CIRCUIT INC
New
Shares94
Event2026-03-31
Filed2026-04-13
SWKS
SKYWORKS SOLUTIONS INC
0.00%
Shares494
Event2026-03-31
Filed2026-04-13
TTEK
TETRA TECH INC
0.00%
Shares900
Event2026-03-31
Filed2026-04-13
MIRM
MIRUM PHARMACEUTICALS
0.00%
Shares278
Event2026-03-31
Filed2026-04-13
STLD
STEEL DYNAMICS, INC.
New
Shares134
Event2026-03-31
Filed2026-04-13
TRGP
TARGA RESOURCES CORP
New
Shares105
Event2026-03-31
Filed2026-04-13
IBB
ISHARES
0.00%
Shares150
Event2026-03-31
Filed2026-04-13
BKR
BAKER HUGHES COMPANY
New
Shares403
Event2026-03-31
Filed2026-04-13
CDZI
CADIZ INC
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-13
VERASTEM INC
VERASTEM INC
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-13
TKO
TKO GROUP HOLDINGS, INC.
New
Shares120
Event2026-03-31
Filed2026-04-13
ICE
INTERCONTINENTAL EXCHANGE GROUP
New
Shares147
Event2026-03-31
Filed2026-04-13
BF.B
BROWN FORMAN CORP
0.00%
Shares799
Event2026-03-31
Filed2026-04-13
PCG
PG&E CORP
New
Shares1.3K
Event2026-03-31
Filed2026-04-13
ACWI
ISHARES
0.00%
Shares160
Event2026-03-31
Filed2026-04-13
KMI
KINDER MORGAN INC CLASS P
New
Shares691
Event2026-03-31
Filed2026-04-13
DUKE ENERGY CORP
DUKE ENERGY CORP
0.00%
Shares168
Event2026-03-31
Filed2026-04-13
HUM
HUMANA INC
0.00%
Shares115
Event2026-03-31
Filed2026-04-13
FMS
FRESENIUS MEDICAL CARE AG
0.00%
Shares926
Event2026-03-31
Filed2026-04-13
TFC
TRUIST FINANCIAL CORP
New
Shares440
Event2026-03-31
Filed2026-04-13
COOPER COS INC
COOPER COS INC
New
Shares297
Event2026-03-31
Filed2026-04-13
EXPD
EXPEDITORS INTL WASH INC
-76.78%
Shares147
Event2026-03-31
Filed2026-04-13
BAX
BAXTER INTERNATIONAL INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
BABA
ALIBABA GROUP
0.00%
Shares162
Event2026-03-31
Filed2026-04-13
CORPAY, INC.
CORPAY, INC.
New
Shares68
Event2026-03-31
Filed2026-04-13
ONON
ON HOLDING AG CL A
0.00%
Shares590
Event2026-03-31
Filed2026-04-13
IRM
IRON MTN INC
New
Shares182
Event2026-03-31
Filed2026-04-13
SCZ
ISHARES
0.00%
Shares230
Event2026-03-31
Filed2026-04-13
EPD
ENTERPRISE PRODUCTS PARTNERS LP
0.00%
Shares500
Event2026-03-31
Filed2026-04-13
BNTX
BIONTECH SE ADR
0.00%
Shares190
Event2026-03-31
Filed2026-04-13
VDE
VANGUARD
0.00%
Shares108
Event2026-03-31
Filed2026-04-13
KR
KROGER CO
0.00%
Shares252
Event2026-03-31
Filed2026-04-13
DG
DOLLAR GEN CORP NEW COM
New
Shares147
Event2026-03-31
Filed2026-04-13
LULU
LULULEMON ATHLETICA INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-13
LIBERTY LIVE HOLDINGS INC
LIBERTY LIVE HOLDINGS INC
0.00%
Shares172
Event2026-03-31
Filed2026-04-13
APTIV PLC
APTIV PLC
New
Shares272
Event2026-03-31
Filed2026-04-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA Institutional Holdings, Portfolio & P&L β€” TradeFomo