Sponsored

The Analysis of LVM CAPITAL MANAGEMENT LTD/MI's Holdings & P&L

Currently, LVM CAPITAL MANAGEMENT LTD/MI holds 160 types of securities in its portfolio with a total value $1.1M. In the most recent quarter, they have increased their positions in N/A (+142.6K shares, valued at $6.6K), EMXC (+73.8K shares, valued at $5.8K), SYK (+16.9K shares, valued at $5.6K); decreased their positions in CRM (-35.4K shares, valued at $6.6K), HD (-14.6K shares, valued at $4.8K), AMAT (-5.2K shares, valued at $1.8K); initiated new positions in FITB (+48.5K shares, valued at $2.3K), PWR (+1.1K shares, valued at $589), LYB (+7.0K shares, valued at $562).

1M P&L

+52.2M+5.69%

3M P&L

+51.8M+5.65%

HY P&L

+93.8M+10.71%

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

1Drug Manufacturers - General140.0K

15.9%

2N/A99.2K

11.3%

3Consumer Electronics93.2K

10.6%

Top Industries by Stock Count

1N/A34 stocks

23.9%

2Drug Manufacturers - General7 stocks

4.9%

3Utilities - Regulated Electric6 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE367.3K shares-0.39%2026-03-312026-04-02

BROADCOM BROADCOM238.9K shares-0.50%2026-03-312026-04-02

MSFT MICROSOFT169.5K shares0.56%2026-03-312026-04-02

LLY ELI LILLY50.7K shares-0.98%2026-03-312026-04-02

XOM EXXON MOBIL249.6K shares0.85%2026-03-312026-04-02

ALPHABET CL A ALPHABET CL A129.7K shares-2.84%2026-03-312026-04-02

ABBV ABBVIE171.5K shares1.04%2026-03-312026-04-02

JNJ JOHNSON & JOHNSON142.0K shares-2.24%2026-03-312026-04-02

Sponsored

MS MORGAN STANLEY191.5K shares-0.66%2026-03-312026-04-02

CSCO CISCO SYSTEMS390.1K shares-0.43%2026-03-312026-04-02

NOC NORTHROP GRUMMAN38.9K shares-0.57%2026-03-312026-04-02

ISHARES GOLD TRUST ETF ISHARES GOLD TRUST ETF301.1K shares-0.09%2026-03-312026-04-02

PG PROCTER & GAMBLE181.5K shares0.17%2026-03-312026-04-02

DGRW WISDOMTREE US DIV GROWTH ETF287.6K shares0.88%2026-03-312026-04-02

AXP AMERICAN EXPRESS79.7K shares0.64%2026-03-312026-04-02

AMAT APPLIED MATERIALS70.4K shares-6.84%2026-03-312026-04-02

Sponsored

NVT NVENT ELECTRIC163.9K shares-0.93%2026-03-312026-04-02

ISHARES MSCI INTERNATIONAL QUA ISHARES MSCI INTERNATIONAL QUA400.0K shares55.37%2026-03-312026-04-02

IDA IDACORP127.7K shares0.72%2026-03-312026-04-02

SYK STRYKER54.0K shares45.72%2026-03-312026-04-02

JPM JPMORGAN CHASE57.9K shares3.46%2026-03-312026-04-02

NVDA NVIDIA88.9K shares1.66%2026-03-312026-04-02

HUBBELL HUBBELL31.2K shares1.70%2026-03-312026-04-02

EMXC ISHARES MSCI EMERGING MARKETS185.4K shares66.08%2026-03-312026-04-02

Sponsored

KR KROGER197.8K shares0.18%2026-03-312026-04-02

AMZN AMAZON66.9K shares3.64%2026-03-312026-04-02

EOG EOG RESOURCES82.0K shares10.07%2026-03-312026-04-02

SPY SPDR S&P 500 EQUITY ETF17.8K shares-7.06%2026-03-312026-04-02

VRTX VERTEX PHARMACEUTICALS25.8K shares0.21%2026-03-312026-04-02

AMGN AMGEN29.7K shares-1.58%2026-03-312026-04-02

HD HOME DEPOT31.5K shares-31.66%2026-03-312026-04-02

PFE PFIZER336.1K shares2.37%2026-03-312026-04-02

Sponsored

PANW PALO ALTO NETWORKS57.7K shares5.10%2026-03-312026-04-02

DLR DIGITAL REALTY TRUST46.2K shares-0.46%2026-03-312026-04-02

FTNT FORTINET99.9K shares2.41%2026-03-312026-04-02

CVX CHEVRON38.5K shares-0.59%2026-03-312026-04-02

UBER UBER108.2K shares5.06%2026-03-312026-04-02

DGRS WISDOMTREE US SMALLCAP DIV GRO144.1K shares4.81%2026-03-312026-04-02

WM WASTE MANAGEMENT30.9K shares0.41%2026-03-312026-04-02

LMT LOCKHEED MARTIN9.0K shares-6.48%2026-03-312026-04-02

Sponsored

IXUS ISHARES CORE INTERNATIONAL STO61.1K shares-3.24%2026-03-312026-04-02

SPTM SPDR PORTFOLIO TOTAL EQUITY MA65.6K shares2.50%2026-03-312026-04-02

MO ALTRIA GROUP75.0K shares-2.68%2026-03-312026-04-02

SCHD SCHWAB US DIVIDEND EQ ETF144.5K shares3.81%2026-03-312026-04-02

O REALTY INCOME68.7K shares-1.99%2026-03-312026-04-02

PM PHILIP MORRIS24.2K shares-0.78%2026-03-312026-04-02

GLD SPDR GOLD TRUST ETF7.5K shares-1.32%2026-03-312026-04-02

DHS WISDOMTREE HIGH DIVIDEND ETF29.1K shares-0.88%2026-03-312026-04-02

Sponsored

ALPHABET CL C ALPHABET CL C10.7K shares0.00%2026-03-312026-04-02

HSY HERSHEY14.3K shares0.81%2026-03-312026-04-02

ABT ABBOTT LABS28.5K shares-1.57%2026-03-312026-04-02

IBM INTERNATIONAL BUSINESS MACHINE11.5K shares-0.22%2026-03-312026-04-02

SYY SYSCO38.9K shares-2.44%2026-03-312026-04-02

CASY CASEYS GENERAL STORES3.8K shares0.00%2026-03-312026-04-02

PEP PEPSICO17.4K shares-2.95%2026-03-312026-04-02

CRM SALESFORCE13.1K shares-72.98%2026-03-312026-04-02

Sponsored

XLK TECHNOLOGY SECTOR SPDR ETF18.4K shares-0.11%2026-03-312026-04-02

FITB FIFTH THIRD BANCORP48.5K sharesnew addition2026-03-312026-04-02

BERKSHIRE HATHAWAY CL B BERKSHIRE HATHAWAY CL B4.6K shares-0.54%2026-03-312026-04-02

IWF ISHARES RUSSELL 1000 GROWTH IN5.0K shares-1.27%2026-03-312026-04-02

KO COCA-COLA27.6K shares0.36%2026-03-312026-04-02

NEE NEXTERA ENERGY21.7K shares-2.14%2026-03-312026-04-02

CAT CATERPILLAR2.2K shares0.00%2026-03-312026-04-02

PHYS SPROTT PHYSICAL GOLD TRUST43.3K shares-0.80%2026-03-312026-04-02

Sponsored

LIEN CHICAGO ATLANTIC BDC161.3K shares0.00%2026-03-312026-04-02

TD TORONTO-DOMINION BANK16.1K shares-6.92%2026-03-312026-04-02

RTX RTX CORP7.7K shares0.00%2026-03-312026-04-02

MERCK MERCK12.1K shares1.39%2026-03-312026-04-02

XLV SPDR HEALTH CARE SECTOR ETF9.9K shares5.94%2026-03-312026-04-02

DE DEERE2.1K shares0.00%2026-03-312026-04-02

MCD MCDONALDS3.4K shares6.47%2026-03-312026-04-02

VZ VERIZON COMMUNICATIONS20.8K shares97.06%2026-03-312026-04-02

Sponsored

SMH VANECK SEMICONDUCTOR ETF2.7K shares-1.46%2026-03-312026-04-02

VWO VANGUARD FTSE EMERGING MARKETS19.1K shares43.74%2026-03-312026-04-02

IJH ISHARES S&P MID-CAP EQUITY ETF15.3K shares-5.97%2026-03-312026-04-02

INTC INTEL22.9K shares-0.33%2026-03-312026-04-02

MEDTRONIC MEDTRONIC11.2K shares-8.08%2026-03-312026-04-02

MMM 3M6.6K shares0.00%2026-03-312026-04-02

TRV TRAVELERS3.3K shares0.00%2026-03-312026-04-02

XNTK SPDR NYSE TECHNOLOGY EQUITY ET3.7K shares8.55%2026-03-312026-04-02

Sponsored

BAC BANK OF AMERICA19.1K shares6.15%2026-03-312026-04-02

DUKE ENERGY DUKE ENERGY6.9K shares0.00%2026-03-312026-04-02

VIG VANGUARD DIVIDEND APPRECIATION4.0K shares-5.31%2026-03-312026-04-02

PSX PHILLIPS 664.7K shares6.39%2026-03-312026-04-02

CTAS CINTAS5.0K shares0.00%2026-03-312026-04-02

IJR ISHARES S&P SMALLCAP 600 INDEX6.6K shares0.00%2026-03-312026-04-02

BMY BRISTOL-MYERS SQUIBB12.7K shares3.84%2026-03-312026-04-02

ORCL ORACLE5.1K shares-1.92%2026-03-312026-04-02

Sponsored

AZN ASTRAZENECA ADR3.7K shares-50.01%2026-03-312026-04-02

COST COSTCO WHOLESALE723 shares14.76%2026-03-312026-04-02

BRK.A BERKSHIRE HATHAWAY CL A1 shares0.00%2026-03-312026-04-02

V VISA CL A2.4K shares12.13%2026-03-312026-04-02

MBWM MERCANTILE BANK14.0K shares0.00%2026-03-312026-04-02

SPDW SPDR PORTFOLIO DEVELOPED WORLD15.1K shares0.00%2026-03-312026-04-02

PNC PNC FINANCIAL3.3K shares0.00%2026-03-312026-04-02

EATON EATON1.9K shares13.35%2026-03-312026-04-02

Sponsored

UNH UNITEDHEALTH GROUP2.4K shares0.00%2026-03-312026-04-02

SRE SEMPRA ENERGY6.7K shares0.00%2026-03-312026-04-02

CNI CANADIAN NATIONAL RAILWAY6.3K shares0.00%2026-03-312026-04-02

AMT AMERICAN TOWER3.7K shares0.00%2026-03-312026-04-02

T AT&T21.6K shares-0.92%2026-03-312026-04-02

PWR QUANTA SERVICES1.1K sharesnew addition2026-03-312026-04-02

NUE NUCOR3.4K shares-12.82%2026-03-312026-04-02

LYB LYONDELLBASELL7.0K sharesnew addition2026-03-312026-04-02

Sponsored

IVV ISHARES S&P 500 INDEX ETF853 shares0.00%2026-03-312026-04-02

TMO THERMO FISHER SCIENTIFIC1.1K shares0.00%2026-03-312026-04-02

ADP AUTOMATIC DATA PROCESSING2.7K shares6.17%2026-03-312026-04-02

WMT WALMART4.3K shares0.00%2026-03-312026-04-02

MGM MGM RESORTS14.4K sharesnew addition2026-03-312026-04-02

DELL DELL TECHNOLOGIES3.2K sharesnew addition2026-03-312026-04-02

STZ CONSTELLATON BRANDS3.5K sharesnew addition2026-03-312026-04-02

PCG P G & E29.5K sharesnew addition2026-03-312026-04-02

Sponsored

EQIX EQUINIX527 sharesnew addition2026-03-312026-04-02

MRNA MODERNA9.9K shares-30.44%2026-03-312026-04-02

SO SOUTHERN5.0K shares3.47%2026-03-312026-04-02

KMB KIMBERLY CLARK4.4K shares0.80%2026-03-312026-04-02

FAST FASTENAL9.0K shares0.00%2026-03-312026-04-02

YUM YUM BRANDS2.6K shares0.00%2026-03-312026-04-02

XLY SPDR CONSUMER DISCRETIONARY ET3.6K shares-0.55%2026-03-312026-04-02

META META PLATFORMS678 shares0.00%2026-03-312026-04-02

Sponsored

APD AIR PRODUCTS & CHEMICALS1.2K shares9.28%2026-03-312026-04-02

DFUV DIMENSIONAL US MARKETWIDE VALU7.4K shares0.00%2026-03-312026-04-02

VUG VANGUARD GROWTH ETF818 shares0.00%2026-03-312026-04-02

MA MASTERCARD710 shares0.00%2026-03-312026-04-02

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF589 shares1.90%2026-03-312026-04-02

NOBL PROSHARES S&P 500 DIVIDEND ARI3.3K shares-2.23%2026-03-312026-04-02

XLE ENERGY SECTOR SPDR ETF5.5K shares-0.99%2026-03-312026-04-02

TJX TJX COMPANIES2.0K shares0.00%2026-03-312026-04-02

Sponsored

CLX CLOROX3.1K shares0.55%2026-03-312026-04-02

DVY ISHARES DIVIDEND EQUITY ETF2.0K shares32.65%2026-03-312026-04-02

SPGI S&P GLOBAL707 shares0.00%2026-03-312026-04-02

FI FISERV INC5.3K shares0.00%2026-03-312026-04-02

GENERAL DYNAMICS GENERAL DYNAMICS825 shares13.79%2026-03-312026-04-02

CL COLGATE PALMOLIVE3.2K shares1.07%2026-03-312026-04-02

AEP AMERICAN ELECTRIC POWER2.0K shares7.63%2026-03-312026-04-02

PH PARKER-HANNIFIN299 shares0.00%2026-03-312026-04-02

Sponsored

CHD CHURCH & DWIGHT2.8K shares-0.52%2026-03-312026-04-02

DLN WISDOMTREE TRUST ETF2.9K sharesnew addition2026-03-312026-04-02

COP CONOCOPHILLIPS1.9K sharesnew addition2026-03-312026-04-02

USB US BANCORP4.8K shares15.96%2026-03-312026-04-02

FNV FRANCO-NEVADA1.0K shares0.00%2026-03-312026-04-02

GNTX GENTEX11.1K shares0.00%2026-03-312026-04-02

BLK BLACKROCK250 shares0.00%2026-03-312026-04-02

NSC NORFOLK SOUTHERN835 shares0.00%2026-03-312026-04-02

Sponsored

TXN TEXAS INSTRUMENTS1.2K sharesnew addition2026-03-312026-04-02

IWM ISHARES RUSSELL 2000 SMALLCAP950 sharesnew addition2026-03-312026-04-02

BF.B BROWN-FORMAN CL B8.9K shares0.00%2026-03-312026-04-02

TT TRANE550 shares0.00%2026-03-312026-04-02

EES WISDOMTREE SMALLCAP EARNINGS E3.9K shares0.38%2026-03-312026-04-02

DTE DTE ENERGY1.5K sharesnew addition2026-03-312026-04-02

VTI VANGUARD TOTAL STOCK MARKET ET677 shares-6.88%2026-03-312026-04-02

DIS WALT DISNEY2.2K shares-41.55%2026-03-312026-04-02

Sponsored

EPD ENTERPRISE PRODUCTS PARTNERS5.5K sharesnew addition2026-03-312026-04-02

HON HONEYWELL903 sharesnew addition2026-03-312026-04-02

ORISKO METALS ORISKO METALS45.1K shares35.84%2026-03-312026-04-02

VXRT VAXART25.0K shares0.00%2026-03-312026-04-02

ECOLOCLEAN INDUSTRIES ECOLOCLEAN INDUSTRIES26.3K shares0.00%2026-03-312026-04-02

GNIS PETROLEUM GNIS PETROLEUM22.0K shares0.00%2026-03-312026-04-02

REPUBLIC FIRST BANCORP REPUBLIC FIRST BANCORP50.0K shares0.00%2026-03-312026-04-02

WEBB INTERACT SERVICES WEBB INTERACT SERVICES303.6K shares0.00%2026-03-312026-04-02

Sponsored

AAPL

APPLE

-0.39%

Shares367.3K

Event2026-03-31

Filed2026-04-02

BROADCOM

-0.50%

Shares238.9K

Event2026-03-31

Filed2026-04-02

MSFT

MICROSOFT

0.56%

Shares169.5K

Event2026-03-31

Filed2026-04-02

LLY

ELI LILLY

-0.98%

Shares50.7K

Event2026-03-31

Filed2026-04-02

XOM

EXXON MOBIL

0.85%

Shares249.6K

Event2026-03-31

Filed2026-04-02

ALPHABET CL A

-2.84%

Shares129.7K

Event2026-03-31

Filed2026-04-02

ABBV

ABBVIE

1.04%

Shares171.5K

Event2026-03-31

Filed2026-04-02

JNJ

JOHNSON & JOHNSON

-2.24%

Shares142.0K

Event2026-03-31

Filed2026-04-02

MORGAN STANLEY

-0.66%

Shares191.5K

Event2026-03-31

Filed2026-04-02

CSCO

CISCO SYSTEMS

-0.43%

Shares390.1K

Event2026-03-31

Filed2026-04-02

NOC

NORTHROP GRUMMAN

-0.57%

Shares38.9K

Event2026-03-31

Filed2026-04-02

ISHARES GOLD TRUST ETF

-0.09%

Shares301.1K

Event2026-03-31

Filed2026-04-02

PROCTER & GAMBLE

0.17%

Shares181.5K

Event2026-03-31

Filed2026-04-02

DGRW

WISDOMTREE US DIV GROWTH ETF

0.88%

Shares287.6K

Event2026-03-31

Filed2026-04-02

AXP

AMERICAN EXPRESS

0.64%

Shares79.7K

Event2026-03-31

Filed2026-04-02

AMAT

APPLIED MATERIALS

-6.84%

Shares70.4K

Event2026-03-31

Filed2026-04-02

NVT

NVENT ELECTRIC

-0.93%

Shares163.9K

Event2026-03-31

Filed2026-04-02

ISHARES MSCI INTERNATIONAL QUA

55.37%

Shares400.0K

Event2026-03-31

Filed2026-04-02

IDA

IDACORP

0.72%

Shares127.7K

Event2026-03-31

Filed2026-04-02

SYK

STRYKER

45.72%

Shares54.0K

Event2026-03-31

Filed2026-04-02

JPM

JPMORGAN CHASE

3.46%

Shares57.9K

Event2026-03-31

Filed2026-04-02

NVDA

NVIDIA

1.66%

Shares88.9K

Event2026-03-31

Filed2026-04-02

HUBBELL

1.70%

Shares31.2K

Event2026-03-31

Filed2026-04-02

EMXC

ISHARES MSCI EMERGING MARKETS

66.08%

Shares185.4K

Event2026-03-31

Filed2026-04-02

KROGER

0.18%

Shares197.8K

Event2026-03-31

Filed2026-04-02

AMZN

AMAZON

3.64%

Shares66.9K

Event2026-03-31

Filed2026-04-02

EOG

EOG RESOURCES

10.07%

Shares82.0K

Event2026-03-31

Filed2026-04-02

SPY

SPDR S&P 500 EQUITY ETF

-7.06%

Shares17.8K

Event2026-03-31

Filed2026-04-02

VRTX

VERTEX PHARMACEUTICALS

0.21%

Shares25.8K

Event2026-03-31

Filed2026-04-02

AMGN

AMGEN

-1.58%

Shares29.7K

Event2026-03-31

Filed2026-04-02

HOME DEPOT

-31.66%

Shares31.5K

Event2026-03-31

Filed2026-04-02

PFE

PFIZER

2.37%

Shares336.1K

Event2026-03-31

Filed2026-04-02

PANW

PALO ALTO NETWORKS

5.10%

Shares57.7K

Event2026-03-31

Filed2026-04-02

DLR

DIGITAL REALTY TRUST

-0.46%

Shares46.2K

Event2026-03-31

Filed2026-04-02

FTNT

FORTINET

2.41%

Shares99.9K

Event2026-03-31

Filed2026-04-02

CVX

CHEVRON

-0.59%

Shares38.5K

Event2026-03-31

Filed2026-04-02

UBER

5.06%

Shares108.2K

Event2026-03-31

Filed2026-04-02

DGRS

WISDOMTREE US SMALLCAP DIV GRO

4.81%

Shares144.1K

Event2026-03-31

Filed2026-04-02

WASTE MANAGEMENT

0.41%

Shares30.9K

Event2026-03-31

Filed2026-04-02

LMT

LOCKHEED MARTIN

-6.48%

Shares9.0K

Event2026-03-31

Filed2026-04-02

IXUS

ISHARES CORE INTERNATIONAL STO

-3.24%

Shares61.1K

Event2026-03-31

Filed2026-04-02

SPTM

SPDR PORTFOLIO TOTAL EQUITY MA

2.50%

Shares65.6K

Event2026-03-31

Filed2026-04-02

ALTRIA GROUP

-2.68%

Shares75.0K

Event2026-03-31

Filed2026-04-02

SCHD

SCHWAB US DIVIDEND EQ ETF

3.81%

Shares144.5K

Event2026-03-31

Filed2026-04-02

REALTY INCOME

-1.99%

Shares68.7K

Event2026-03-31

Filed2026-04-02

PHILIP MORRIS

-0.78%

Shares24.2K

Event2026-03-31

Filed2026-04-02

GLD

SPDR GOLD TRUST ETF

-1.32%

Shares7.5K

Event2026-03-31

Filed2026-04-02

DHS

WISDOMTREE HIGH DIVIDEND ETF

-0.88%

Shares29.1K

Event2026-03-31

Filed2026-04-02

ALPHABET CL C

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-02

HSY

HERSHEY

0.81%

Shares14.3K

Event2026-03-31

Filed2026-04-02

ABT

ABBOTT LABS

-1.57%

Shares28.5K

Event2026-03-31

Filed2026-04-02

IBM

INTERNATIONAL BUSINESS MACHINE

-0.22%

Shares11.5K

Event2026-03-31

Filed2026-04-02

SYY

SYSCO

-2.44%

Shares38.9K

Event2026-03-31

Filed2026-04-02

CASY

CASEYS GENERAL STORES

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-02

PEP

PEPSICO

-2.95%

Shares17.4K

Event2026-03-31

Filed2026-04-02

CRM

SALESFORCE

-72.98%

Shares13.1K

Event2026-03-31

Filed2026-04-02

XLK

TECHNOLOGY SECTOR SPDR ETF

-0.11%

Shares18.4K

Event2026-03-31

Filed2026-04-02

FITB

FIFTH THIRD BANCORP

New

Shares48.5K

Event2026-03-31

Filed2026-04-02

BERKSHIRE HATHAWAY CL B

-0.54%

Shares4.6K

Event2026-03-31

Filed2026-04-02

IWF

ISHARES RUSSELL 1000 GROWTH IN

-1.27%

Shares5.0K

Event2026-03-31

Filed2026-04-02

COCA-COLA

0.36%

Shares27.6K

Event2026-03-31

Filed2026-04-02

NEE

NEXTERA ENERGY

-2.14%

Shares21.7K

Event2026-03-31

Filed2026-04-02

CAT

CATERPILLAR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-02

PHYS

SPROTT PHYSICAL GOLD TRUST

-0.80%

Shares43.3K

Event2026-03-31

Filed2026-04-02

LIEN

CHICAGO ATLANTIC BDC

0.00%

Shares161.3K

Event2026-03-31

Filed2026-04-02

TORONTO-DOMINION BANK

-6.92%

Shares16.1K

Event2026-03-31

Filed2026-04-02

RTX

RTX CORP

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-02

MERCK

1.39%

Shares12.1K

Event2026-03-31

Filed2026-04-02

XLV

SPDR HEALTH CARE SECTOR ETF

5.94%

Shares9.9K

Event2026-03-31

Filed2026-04-02

DEERE

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-02

MCD

MCDONALDS

6.47%

Shares3.4K

Event2026-03-31

Filed2026-04-02

VERIZON COMMUNICATIONS

97.06%

Shares20.8K

Event2026-03-31

Filed2026-04-02

SMH

VANECK SEMICONDUCTOR ETF

-1.46%

Shares2.7K

Event2026-03-31

Filed2026-04-02

VWO

VANGUARD FTSE EMERGING MARKETS

43.74%

Shares19.1K

Event2026-03-31

Filed2026-04-02

IJH

ISHARES S&P MID-CAP EQUITY ETF

-5.97%

Shares15.3K

Event2026-03-31

Filed2026-04-02

INTC

INTEL

-0.33%

Shares22.9K

Event2026-03-31

Filed2026-04-02

MEDTRONIC

-8.08%

Shares11.2K

Event2026-03-31

Filed2026-04-02

MMM

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-02

TRV

TRAVELERS

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-02

XNTK

SPDR NYSE TECHNOLOGY EQUITY ET

8.55%

Shares3.7K

Event2026-03-31

Filed2026-04-02

BAC

BANK OF AMERICA

6.15%

Shares19.1K

Event2026-03-31

Filed2026-04-02

DUKE ENERGY

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-02

VIG

VANGUARD DIVIDEND APPRECIATION

-5.31%

Shares4.0K

Event2026-03-31

Filed2026-04-02

PSX

PHILLIPS 66

6.39%

Shares4.7K

Event2026-03-31

Filed2026-04-02

CTAS

CINTAS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-02

IJR

ISHARES S&P SMALLCAP 600 INDEX

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-02

BMY

BRISTOL-MYERS SQUIBB

3.84%

Shares12.7K

Event2026-03-31

Filed2026-04-02

ORCL

ORACLE

-1.92%

Shares5.1K

Event2026-03-31

Filed2026-04-02

AZN

ASTRAZENECA ADR

-50.01%

Shares3.7K

Event2026-03-31

Filed2026-04-02

COST

COSTCO WHOLESALE

14.76%

Shares723

Event2026-03-31

Filed2026-04-02

BRK.A

BERKSHIRE HATHAWAY CL A

0.00%

Shares1

Event2026-03-31

Filed2026-04-02

VISA CL A

12.13%

Shares2.4K

Event2026-03-31

Filed2026-04-02

MBWM

MERCANTILE BANK

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-02

SPDW

SPDR PORTFOLIO DEVELOPED WORLD

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-02

PNC

PNC FINANCIAL

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-02

EATON

13.35%

Shares1.9K

Event2026-03-31

Filed2026-04-02

UNH

UNITEDHEALTH GROUP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-02

SRE

SEMPRA ENERGY

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-02

CNI

CANADIAN NATIONAL RAILWAY

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-02

AMT

AMERICAN TOWER

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-02

AT&T

-0.92%

Shares21.6K

Event2026-03-31

Filed2026-04-02

PWR

QUANTA SERVICES

New

Shares1.1K

Event2026-03-31

Filed2026-04-02

NUE

NUCOR

-12.82%

Shares3.4K

Event2026-03-31

Filed2026-04-02

LYB

LYONDELLBASELL

New

Shares7.0K

Event2026-03-31

Filed2026-04-02

IVV

ISHARES S&P 500 INDEX ETF

0.00%

Shares853

Event2026-03-31

Filed2026-04-02

TMO

THERMO FISHER SCIENTIFIC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-02

ADP

AUTOMATIC DATA PROCESSING

6.17%

Shares2.7K

Event2026-03-31

Filed2026-04-02

WMT

WALMART

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-02

MGM

MGM RESORTS

New

Shares14.4K

Event2026-03-31

Filed2026-04-02

DELL

DELL TECHNOLOGIES

New

Shares3.2K

Event2026-03-31

Filed2026-04-02

STZ

CONSTELLATON BRANDS

New

Shares3.5K

Event2026-03-31

Filed2026-04-02

PCG

P G & E

New

Shares29.5K

Event2026-03-31

Filed2026-04-02

EQIX

EQUINIX

New

Shares527

Event2026-03-31

Filed2026-04-02

MRNA

MODERNA

-30.44%

Shares9.9K

Event2026-03-31

Filed2026-04-02

SOUTHERN

3.47%

Shares5.0K

Event2026-03-31

Filed2026-04-02

KMB

KIMBERLY CLARK

0.80%

Shares4.4K

Event2026-03-31

Filed2026-04-02

FAST

FASTENAL

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-02

YUM

YUM BRANDS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-02

XLY

SPDR CONSUMER DISCRETIONARY ET

-0.55%

Shares3.6K

Event2026-03-31

Filed2026-04-02