Sponsored
The Analysis of Madison Asset Management, LLC's Holdings & P&L
Currently, Madison Asset Management, LLC holds 349 types of securities in its portfolio with a total value $8.1B. In the most recent quarter, they have increased their positions in TYL (+160.3K shares, valued at $54.9M), META (+85.5K shares, valued at $48.9M), BSY (+981.4K shares, valued at $34.5M); decreased their positions in MKSI (-583.1K shares, valued at $134.0M), PCAR (-697.1K shares, valued at $80.5M), N/A (-140.4K shares, valued at $40.3M); initiated new positions in TYL (+160.3K shares, valued at $54.9M), BSY (+981.4K shares, valued at $34.5M), ARMP (+2.1M shares, valued at $21.6M).
1M P&L
-108.3M-1.43%
3M P&L
-467.3M-5.88%
HY P&L
-83.8M-1.11%
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/A1.1B
14.9%
2Diagnostics & Research504.1M
7.0%
3Insurance - Diversified391.3M
5.4%
Top Industries by Stock Count
1N/A78 stocks
26.3%
2Software - Application13 stocks
4.4%
3Specialty Industrial Machinery10 stocks
3.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Schneider Electric SE - Unspon Schneider Electric SE - Unspon240.0K shares12.68%2026-03-312026-05-07
Sponsored
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Toray Industries Inc - Unspons Toray Industries Inc - Unspons114.0K shares-25.22%2026-03-312026-05-07
Sponsored
Sponsored
Anglo American PLC - Spons ADR Anglo American PLC - Spons ADR48.1K sharesnew addition2026-03-312026-05-07
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ACGL
-5.91%Arch Capital Group Ltd
Shares4.1M
Event2026-03-31
Filed2026-05-07
ROST
-6.27%Ross Stores Inc
Shares1.4M
Event2026-03-31
Filed2026-05-07
PCAR
-30.54%PACCAR Inc
Shares1.6M
Event2026-03-31
Filed2026-05-07
Alphabet Inc
-18.24%Alphabet Inc
Shares629.6K
Event2026-03-31
Filed2026-05-07
APH
-6.70%Amphenol Corp
Shares1.3M
Event2026-03-31
Filed2026-05-07
CSL
-4.59%Carlisle Cos Inc
Shares453.8K
Event2026-03-31
Filed2026-05-07
BRO
16.13%Brown & Brown Inc
Shares2.3M
Event2026-03-31
Filed2026-05-07
AMZN
-5.10%Amazon.com Inc
Shares667.1K
Event2026-03-31
Filed2026-05-07
CDW
-4.27%CDW Corp/DE
Shares1.1M
Event2026-03-31
Filed2026-05-07
LH
-6.72%Labcorp Holdings Inc
Shares490.5K
Event2026-03-31
Filed2026-05-07
CPRT
-4.49%Copart Inc
Shares3.9M
Event2026-03-31
Filed2026-05-07
MEDP
-5.57%Medpace Holdings Inc
Shares262.3K
Event2026-03-31
Filed2026-05-07
TDY
-5.83%Teledyne Technologies Inc
Shares198.5K
Event2026-03-31
Filed2026-05-07
KEYS
-18.55%Keysight Technologies Inc
Shares423.0K
Event2026-03-31
Filed2026-05-07
TXN
-10.26%Texas Instruments Inc
Shares608.3K
Event2026-03-31
Filed2026-05-07
V
9.65%Visa Inc
Shares389.9K
Event2026-03-31
Filed2026-05-07
ADI
-8.18%Analog Devices Inc
Shares337.4K
Event2026-03-31
Filed2026-05-07
WRB
-6.13%WR Berkley Corp
Shares1.6M
Event2026-03-31
Filed2026-05-07
MC
45.61%Moelis & Co
Shares1.8M
Event2026-03-31
Filed2026-05-07
IT
-9.20%Gartner Inc
Shares613.3K
Event2026-03-31
Filed2026-05-07
MSA
3.58%MSA Safety Inc
Shares588.6K
Event2026-03-31
Filed2026-05-07
SPHQ
-5.87%Invesco S&P 500 Quality ETF
Shares1.3M
Event2026-03-31
Filed2026-05-07
DHR
-9.18%Danaher Corp
Shares495.0K
Event2026-03-31
Filed2026-05-07
Liberty Media Corp-Liberty For
19.88%Liberty Media Corp-Liberty For
Shares1.1M
Event2026-03-31
Filed2026-05-07
Ferguson Enterprises Inc
-6.04%Ferguson Enterprises Inc
Shares373.3K
Event2026-03-31
Filed2026-05-07
Arista Networks Inc
-3.91%Arista Networks Inc
Shares684.3K
Event2026-03-31
Filed2026-05-07
PH
-5.94%Parker-Hannifin Corp
Shares93.1K
Event2026-03-31
Filed2026-05-07
WAT
-7.00%Waters Corp
Shares272.6K
Event2026-03-31
Filed2026-05-07
MSFT
9.65%Microsoft Corp
Shares215.9K
Event2026-03-31
Filed2026-05-07
LOW
-12.12%Lowe's Cos Inc
Shares330.0K
Event2026-03-31
Filed2026-05-07
MKSI
-63.28%MKS Inc
Shares338.3K
Event2026-03-31
Filed2026-05-07
THO
-7.56%Thor Industries Inc
Shares964.8K
Event2026-03-31
Filed2026-05-07
AOS
-5.52%A O Smith Corp
Shares1.1M
Event2026-03-31
Filed2026-05-07
Brookfield Asset Management Lt
-7.02%Brookfield Asset Management Lt
Shares1.7M
Event2026-03-31
Filed2026-05-07
EXPD
-6.74%Expeditors International of Wa
Shares490.4K
Event2026-03-31
Filed2026-05-07
FND
-2.95%Floor & Decor Holdings Inc
Shares1.4M
Event2026-03-31
Filed2026-05-07
HON
-12.55%Honeywell International Inc
Shares306.9K
Event2026-03-31
Filed2026-05-07
PGR
-4.74%Progressive Corp
Shares349.8K
Event2026-03-31
Filed2026-05-07
A
-0.26%Agilent Technologies Inc
Shares607.8K
Event2026-03-31
Filed2026-05-07
TJX
-3.63%TJX Cos Inc
Shares433.1K
Event2026-03-31
Filed2026-05-07
SCHW
-5.19%Charles Schwab Corp/The
Shares721.8K
Event2026-03-31
Filed2026-05-07
NEE
-0.36%NextEra Energy Inc
Shares684.4K
Event2026-03-31
Filed2026-05-07
MMC
22.59%Marsh & McLennan Cos Inc
Shares355.9K
Event2026-03-31
Filed2026-05-07
ABG
-10.80%Asbury Automotive Group Inc
Shares308.9K
Event2026-03-31
Filed2026-05-07
LBRDK
0.59%Liberty Broadband Corp
Shares1.2M
Event2026-03-31
Filed2026-05-07
LAD
-12.54%Lithia Motors Inc
Shares232.7K
Event2026-03-31
Filed2026-05-07
TECH
-7.47%Bio-Techne Corp
Shares1.1M
Event2026-03-31
Filed2026-05-07
TTAN
41.07%ServiceTitan Inc
Shares900.1K
Event2026-03-31
Filed2026-05-07
BN
-8.60%Brookfield Corp
Shares1.4M
Event2026-03-31
Filed2026-05-07
VEU
48.43%Vanguard FTSE All-World ex-US
Shares737.9K
Event2026-03-31
Filed2026-05-07
MAGG
4.49%Madison Aggregate Bond ETF
Shares2.7M
Event2026-03-31
Filed2026-05-07
TYL
NewTyler Technologies Inc
Shares160.3K
Event2026-03-31
Filed2026-05-07
JMBS
-22.37%Janus Henderson Mortgage-Backe
Shares1.2M
Event2026-03-31
Filed2026-05-07
DIVL
-7.79%Madison Dividend Value ETF
Shares2.1M
Event2026-03-31
Filed2026-05-07
MSTI
-11.02%Madison Short-Term Strategic I
Shares2.5M
Event2026-03-31
Filed2026-05-07
META
2293.35%Meta Platforms Inc
Shares89.3K
Event2026-03-31
Filed2026-05-07
AAPL
2.85%Apple Inc
Shares201.1K
Event2026-03-31
Filed2026-05-07
LLY
-11.13%Eli Lilly & Co
Shares54.1K
Event2026-03-31
Filed2026-05-07
DSTL
-13.54%Distillate US Fundamental Stab
Shares815.6K
Event2026-03-31
Filed2026-05-07
KNSL
-0.43%Kinsale Capital Group Inc
Shares136.8K
Event2026-03-31
Filed2026-05-07
CFR
-5.97%Cullen/Frost Bankers Inc
Shares335.6K
Event2026-03-31
Filed2026-05-07
SPY
7.17%SPDR S&P 500 ETF Trust
Shares68.6K
Event2026-03-31
Filed2026-05-07
ABNB
-8.15%Airbnb Inc
Shares332.8K
Event2026-03-31
Filed2026-05-07
JPM
3.10%JPMorgan Chase & Co
Shares142.1K
Event2026-03-31
Filed2026-05-07
GBCI
-5.76%Glacier Bancorp Inc
Shares930.5K
Event2026-03-31
Filed2026-05-07
GGG
-5.85%Graco Inc
Shares446.1K
Event2026-03-31
Filed2026-05-07
MDY
-28.91%SPDR S&P MidCap 400 ETF Trust
Shares59.2K
Event2026-03-31
Filed2026-05-07
DE
-34.27%Deere & Co
Shares64.5K
Event2026-03-31
Filed2026-05-07
XOM
-4.80%Exxon Mobil Corp
Shares212.3K
Event2026-03-31
Filed2026-05-07
Liberty Media Corp-Liberty For
0.00%Liberty Media Corp-Liberty For
Shares454.9K
Event2026-03-31
Filed2026-05-07
EEMA
-6.32%iShares MSCI Emerging Markets
Shares367.8K
Event2026-03-31
Filed2026-05-07
VGT
-14.17%Vanguard Information Technolog
Shares49.9K
Event2026-03-31
Filed2026-05-07
MSCI
15.81%MSCI Inc
Shares64.3K
Event2026-03-31
Filed2026-05-07
JNJ
-9.93%Johnson & Johnson
Shares141.6K
Event2026-03-31
Filed2026-05-07
BSY
NewBentley Systems Inc
Shares981.4K
Event2026-03-31
Filed2026-05-07
CVX
1.39%Chevron Corp
Shares162.1K
Event2026-03-31
Filed2026-05-07
COST
19.79%Costco Wholesale Corp
Shares33.0K
Event2026-03-31
Filed2026-05-07
Broadcom Inc
1028.36%Broadcom Inc
Shares105.6K
Event2026-03-31
Filed2026-05-07
IJR
4.46%iShares Core S&P Small-Cap ETF
Shares260.5K
Event2026-03-31
Filed2026-05-07
CVRD
-4.24%Madison Covered Call ETF
Shares1.8M
Event2026-03-31
Filed2026-05-07
HD
-3.28%Home Depot Inc
Shares91.3K
Event2026-03-31
Filed2026-05-07
TE Connectivity PLC
-9.67%TE Connectivity PLC
Shares137.3K
Event2026-03-31
Filed2026-05-07
PEP
6.44%PepsiCo Inc
Shares184.5K
Event2026-03-31
Filed2026-05-07
Blackrock Inc
-14.17%Blackrock Inc
Shares28.9K
Event2026-03-31
Filed2026-05-07
COP
79.70%ConocoPhillips
Shares210.6K
Event2026-03-31
Filed2026-05-07
EMLC
101.15%VanEck J. P. Morgan EM Local C
Shares1.0M
Event2026-03-31
Filed2026-05-07
JIRE
7.98%JPMorgan International Researc
Shares335.3K
Event2026-03-31
Filed2026-05-07
CME
-22.56%CME Group Inc
Shares85.6K
Event2026-03-31
Filed2026-05-07
AGG
2.33%iShares Core U.S. Aggregate Bo
Shares253.8K
Event2026-03-31
Filed2026-05-07
Linde PLC
7.81%Linde PLC
Shares50.4K
Event2026-03-31
Filed2026-05-07
SPHY
-5.18%State Street SPDR Portfolio Hi
Shares1.1M
Event2026-03-31
Filed2026-05-07
QCOM
-8.06%QUALCOMM Inc
Shares186.6K
Event2026-03-31
Filed2026-05-07
ALC
-7.72%Alcon Inc
Shares296.1K
Event2026-03-31
Filed2026-05-07
ARMP
NewArmata Pharmaceuticals Inc
Shares2.1M
Event2026-03-31
Filed2026-05-07
IGIB
63.00%iShares 5-10 Year Investment G
Shares400.9K
Event2026-03-31
Filed2026-05-07
CL
253.54%Colgate-Palmolive Co
Shares249.0K
Event2026-03-31
Filed2026-05-07
Medtronic PLC
24.99%Medtronic PLC
Shares244.0K
Event2026-03-31
Filed2026-05-07
IJH
3.94%iShares Core S&P Mid-Cap ETF
Shares309.1K
Event2026-03-31
Filed2026-05-07
RIG
0.00%Transocean Ltd
Shares3.0M
Event2026-03-31
Filed2026-05-07
KBE
-17.27%State Street SPDR S&P Bank ETF
Shares335.9K
Event2026-03-31
Filed2026-05-07
SCHR
-31.10%Schwab Intermediate-Term U.S.
Shares780.0K
Event2026-03-31
Filed2026-05-07
ITW
-16.67%Illinois Tool Works Inc
Shares72.5K
Event2026-03-31
Filed2026-05-07
VFLO
8.85%VictoryShares Free Cash Flow E
Shares476.7K
Event2026-03-31
Filed2026-05-07
IUSG
3987.60%iShares Core S&P U.S. Growth E
Shares121.3K
Event2026-03-31
Filed2026-05-07
PG
56.26%Procter & Gamble Co
Shares129.7K
Event2026-03-31
Filed2026-05-07
ECL
6.11%Ecolab Inc
Shares67.1K
Event2026-03-31
Filed2026-05-07
MTDR
27.01%Matador Resources Co
Shares280.7K
Event2026-03-31
Filed2026-05-07
CRM
98.67%salesforce.com Inc
Shares92.6K
Event2026-03-31
Filed2026-05-07
Accenture PLC
-64.59%Accenture PLC
Shares86.5K
Event2026-03-31
Filed2026-05-07
FLXR
70.98%TCW Flexible Income ETF
Shares426.8K
Event2026-03-31
Filed2026-05-07
SCHD
46.54%Schwab US Dividend Equity ETF
Shares535.3K
Event2026-03-31
Filed2026-05-07
IEF
3.16%iShares 7-10 Year Treasury Bon
Shares169.2K
Event2026-03-31
Filed2026-05-07
VV
0.51%Vanguard Large-Cap ETF
Shares50.0K
Event2026-03-31
Filed2026-05-07
UNP
-6.96%Union Pacific Corp
Shares59.6K
Event2026-03-31
Filed2026-05-07
APA Corp
-2.98%APA Corp
Shares328.6K
Event2026-03-31
Filed2026-05-07
MCD
7.29%McDonald's Corp
Shares44.4K
Event2026-03-31
Filed2026-05-07
Berkshire Hathaway Inc
-7.90%Berkshire Hathaway Inc
Shares28.4K
Event2026-03-31
Filed2026-05-07
ABBV
-7.72%AbbVie Inc
Shares60.4K
Event2026-03-31
Filed2026-05-07
Schneider Electric SE - Unspon
12.68%Schneider Electric SE - Unspon
Shares240.0K
Event2026-03-31
Filed2026-05-07
ASML
-38.55%ASML Holding NV - Spons NY Reg
Shares9.6K
Event2026-03-31
Filed2026-05-07
EFX
114.26%Equifax Inc
Shares70.2K
Event2026-03-31
Filed2026-05-07
ADM
0.00%Archer-Daniels-Midland Co
Shares170.5K
Event2026-03-31
Filed2026-05-07
SPTI
-4.81%State Street SPDR Portfolio In
Shares432.3K
Event2026-03-31
Filed2026-05-07
EOG
-4.18%EOG Resources Inc
Shares85.3K
Event2026-03-31
Filed2026-05-07
VGK
-43.87%Vanguard FTSE Europe ETF
Shares149.4K
Event2026-03-31
Filed2026-05-07
VRTX
66.64%Vertex Pharmaceuticals Inc
Shares27.4K
Event2026-03-31
Filed2026-05-07
APD
43.87%Air Products & Chemicals Inc
Shares40.6K
Event2026-03-31
Filed2026-05-07
WDAY
-5.73%Workday Inc
Shares87.8K
Event2026-03-31
Filed2026-05-07
UNH
16.63%UnitedHealth Group Inc
Shares41.5K
Event2026-03-31
Filed2026-05-07
INTU
2005.33%Intuit Inc
Shares25.3K
Event2026-03-31
Filed2026-05-07
FAST
-40.13%Fastenal Co
Shares217.5K
Event2026-03-31
Filed2026-05-07
MLPA
-5.16%Global X MLP ETF
Shares186.1K
Event2026-03-31
Filed2026-05-07
BAC
-19.34%Bank of America Corp
Shares204.9K
Event2026-03-31
Filed2026-05-07
MCHP
-9.51%Microchip Technology Inc
Shares147.8K
Event2026-03-31
Filed2026-05-07
QLTA
5.13%iShares Aaa - A Rated Corporat
Shares197.8K
Event2026-03-31
Filed2026-05-07
CVS
0.00%CVS Health Corp
Shares126.7K
Event2026-03-31
Filed2026-05-07
STZ
0.00%Constellation Brands Inc
Shares58.9K
Event2026-03-31
Filed2026-05-07
LVS
108.33%Las Vegas Sands Corp
Shares162.5K
Event2026-03-31
Filed2026-05-07
ABT
-15.91%Abbott Laboratories
Shares82.1K
Event2026-03-31
Filed2026-05-07
ADBE
-0.58%Adobe Inc
Shares34.7K
Event2026-03-31
Filed2026-05-07
ADP
-41.59%Automatic Data Processing Inc
Shares41.3K
Event2026-03-31
Filed2026-05-07
TMUS
-12.01%T-Mobile US Inc
Shares38.1K
Event2026-03-31
Filed2026-05-07
VFH
0.33%Vanguard Financials ETF
Shares65.5K
Event2026-03-31
Filed2026-05-07
FLJP
-21.17%Franklin FTSE Japan ETF
Shares215.3K
Event2026-03-31
Filed2026-05-07
AES
-49.73%AES Corp/VA
Shares550.0K
Event2026-03-31
Filed2026-05-07
VCSH
-18.76%Vanguard Short-Term Corporate
Shares90.7K
Event2026-03-31
Filed2026-05-07
MS
-57.68%Morgan Stanley
Shares42.8K
Event2026-03-31
Filed2026-05-07
EHC
-0.86%Encompass Health Corp
Shares72.5K
Event2026-03-31
Filed2026-05-07
SPYM
10.89%State Street SPDR Portfolio S&
Shares90.2K
Event2026-03-31
Filed2026-05-07
PFE
0.00%Pfizer Inc
Shares242.1K
Event2026-03-31
Filed2026-05-07
QLTY
1.31%GMO US Quality ETF
Shares185.9K
Event2026-03-31
Filed2026-05-07
PYPL
-3.66%PayPal Holdings Inc
Shares144.8K
Event2026-03-31
Filed2026-05-07
SMG
-6.74%Scotts Miracle-Gro Co/The
Shares105.0K
Event2026-03-31
Filed2026-05-07
FI
39.12%Fiserv Inc
Shares110.6K
Event2026-03-31
Filed2026-05-07
HSY
-65.54%Hershey Co/The
Shares29.6K
Event2026-03-31
Filed2026-05-07
TSM
16.32%Taiwan Semiconductor Manufactu
Shares17.8K
Event2026-03-31
Filed2026-05-07
CNM
-0.94%Core & Main Inc
Shares115.7K
Event2026-03-31
Filed2026-05-07
HAYW
-0.90%Hayward Holdings Inc
Shares420.1K
Event2026-03-31
Filed2026-05-07
VUG
11.26%Vanguard Growth ETF
Shares12.2K
Event2026-03-31
Filed2026-05-07
KN
-5.65%Knowles Corp
Shares207.4K
Event2026-03-31
Filed2026-05-07
POWI
-0.93%Power Integrations Inc
Shares102.9K
Event2026-03-31
Filed2026-05-07
EZU
-65.09%iShares MSCI Eurozone ETF
Shares82.9K
Event2026-03-31
Filed2026-05-07
CMI
-30.44%Cummins Inc
Shares9.6K
Event2026-03-31
Filed2026-05-07
SHAK
-0.94%Shake Shack Inc
Shares57.9K
Event2026-03-31
Filed2026-05-07
WY
0.00%Weyerhaeuser Co
Shares207.0K
Event2026-03-31
Filed2026-05-07
HQY
-0.87%HealthEquity Inc
Shares60.4K
Event2026-03-31
Filed2026-05-07
NKE
-54.94%NIKE Inc
Shares93.4K
Event2026-03-31
Filed2026-05-07
AMT
0.00%American Tower Corp
Shares28.6K
Event2026-03-31
Filed2026-05-07
FCX
-41.57%Freeport-McMoRan Inc
Shares82.2K
Event2026-03-31
Filed2026-05-07
IVV
2.79%iShares Core S&P 500 ETF
Shares7.4K
Event2026-03-31
Filed2026-05-07
CCJ
5.83%Cameco Corp
Shares42.2K
Event2026-03-31
Filed2026-05-07
NVDA
13.39%NVIDIA Corp
Shares25.7K
Event2026-03-31
Filed2026-05-07
REGN
-3.10%Regeneron Pharmaceuticals Inc
Shares5.8K
Event2026-03-31
Filed2026-05-07
IEI
0.69%iShares 3-7 Year Treasury Bond
Shares37.4K
Event2026-03-31
Filed2026-05-07
NEM
NewNewmont Corp
Shares40.5K
Event2026-03-31
Filed2026-05-07
ELV
-7.05%Elevance Health Inc
Shares14.9K
Event2026-03-31
Filed2026-05-07
OPCH
-0.89%Option Care Health Inc
Shares162.2K
Event2026-03-31
Filed2026-05-07
AstraZeneca PLC
NewAstraZeneca PLC
Shares21.4K
Event2026-03-31
Filed2026-05-07
SPTS
-53.62%State Street SPDR Portfolio Sh
Shares141.9K
Event2026-03-31
Filed2026-05-07
ROK
-46.46%Rockwell Automation Inc
Shares11.5K
Event2026-03-31
Filed2026-05-07
PAVE
NewGlobal X US Infrastructure Dev
Shares81.1K
Event2026-03-31
Filed2026-05-07
Alphabet Inc
-1.50%Alphabet Inc
Shares14.3K
Event2026-03-31
Filed2026-05-07
TCBI
-29.50%Texas Capital Bancshares Inc
Shares43.0K
Event2026-03-31
Filed2026-05-07
AMGN
17.91%Amgen Inc
Shares11.6K
Event2026-03-31
Filed2026-05-07
DRS
-14.69%Leonardo DRS Inc
Shares90.0K
Event2026-03-31
Filed2026-05-07
VFC
-0.87%VF Corp
Shares234.2K
Event2026-03-31
Filed2026-05-07
SEZL
101.63%Sezzle Inc
Shares62.8K
Event2026-03-31
Filed2026-05-07
IQLT
-1.50%iShares MSCI International Qua
Shares83.8K
Event2026-03-31
Filed2026-05-07
WK
16.21%Workiva Inc
Shares61.8K
Event2026-03-31
Filed2026-05-07
Ping An Insurance Group Co of
6.50%Ping An Insurance Group Co of
Shares237.1K
Event2026-03-31
Filed2026-05-07
AIA Group Ltd - Spons ADR
-4.72%AIA Group Ltd - Spons ADR
Shares82.4K
Event2026-03-31
Filed2026-05-07
AXS
-16.00%Axis Capital Holdings Ltd
Shares36.0K
Event2026-03-31
Filed2026-05-07
BABA
5.71%Alibaba Group Holding Ltd - Sp
Shares29.0K
Event2026-03-31
Filed2026-05-07
PLD
6.08%Prologis Inc
Shares27.2K
Event2026-03-31
Filed2026-05-07
SNPS
NewSynopsys Inc
Shares8.8K
Event2026-03-31
Filed2026-05-07
CMCSA
0.00%Comcast Corp
Shares120.5K
Event2026-03-31
Filed2026-05-07
GWW
-0.35%WW Grainger Inc
Shares3.2K
Event2026-03-31
Filed2026-05-07
CTS
-0.91%CTS Corp
Shares72.1K
Event2026-03-31
Filed2026-05-07
ENTG
-54.05%Entegris Inc
Shares28.8K
Event2026-03-31
Filed2026-05-07
Vanguard S&P 500 ETF
-24.03%Vanguard S&P 500 ETF
Shares5.4K
Event2026-03-31
Filed2026-05-07
BINV
21.42%Brandes International ETF
Shares78.9K
Event2026-03-31
Filed2026-05-07
BOX
-16.08%Box Inc
Shares136.7K
Event2026-03-31
Filed2026-05-07
IEFA
273.83%iShares Core MSCI EAFE ETF
Shares34.6K
Event2026-03-31
Filed2026-05-07
NU
63.23%NU Holdings Ltd
Shares217.4K
Event2026-03-31
Filed2026-05-07
CR
-18.42%Crane Co
Shares18.2K
Event2026-03-31
Filed2026-05-07
VIAV
-45.24%Viavi Solutions Inc
Shares92.5K
Event2026-03-31
Filed2026-05-07
THG
-0.91%Hanover Insurance Group Inc/Th
Shares17.8K
Event2026-03-31
Filed2026-05-07
SPMD
0.00%State Street SPDR Portfolio S&
Shares51.4K
Event2026-03-31
Filed2026-05-07
Wal-Mart de Mexico SAB de CV -
6.88%Wal-Mart de Mexico SAB de CV -
Shares90.3K
Event2026-03-31
Filed2026-05-07
Airbus SE - Unspons ADR
7.16%Airbus SE - Unspons ADR
Shares62.1K
Event2026-03-31
Filed2026-05-07
RVLV
-0.90%Revolve Group Inc
Shares128.5K
Event2026-03-31
Filed2026-05-07
CRL
7.23%Charles River Laboratories Int
Shares16.8K
Event2026-03-31
Filed2026-05-07
AVEM
NewAvantis Emerging Markets Equit
Shares35.8K
Event2026-03-31
Filed2026-05-07
Merck & Co Inc
-0.11%Merck & Co Inc
Shares23.9K
Event2026-03-31
Filed2026-05-07
OLN
-0.98%Olin Corp
Shares96.7K
Event2026-03-31
Filed2026-05-07
EPC
-0.91%Edgewell Personal Care Co
Shares133.8K
Event2026-03-31
Filed2026-05-07
Daiichi Sankyo Co Ltd - Spons
50.21%Daiichi Sankyo Co Ltd - Spons
Shares157.8K
Event2026-03-31
Filed2026-05-07
MWA
-0.90%Mueller Water Products Inc
Shares101.0K
Event2026-03-31
Filed2026-05-07
DTEGY
6.96%Deutsche Telekom AG - Spons AD
Shares74.7K
Event2026-03-31
Filed2026-05-07
Lasertec Corp - Unspons ADR
6.90%Lasertec Corp - Unspons ADR
Shares62.8K
Event2026-03-31
Filed2026-05-07
SCCO
0.10%Southern Copper Corp
Shares15.8K
Event2026-03-31
Filed2026-05-07
MUFG
6.86%Mitsubishi UFJ Financial Group
Shares159.8K
Event2026-03-31
Filed2026-05-07
PRMB
-0.93%Primo Brands Corp
Shares143.1K
Event2026-03-31
Filed2026-05-07
NHYDY
5.54%Norsk Hydro ASA - Spons ADR
Shares251.1K
Event2026-03-31
Filed2026-05-07
WMS
-16.61%Advanced Drainage Systems Inc
Shares19.4K
Event2026-03-31
Filed2026-05-07
HXL
-0.93%Hexcel Corp
Shares32.6K
Event2026-03-31
Filed2026-05-07
CVLT
39.72%CommVault Systems Inc
Shares33.5K
Event2026-03-31
Filed2026-05-07
PUK
-6.55%Prudential PLC - Spons ADR
Shares88.7K
Event2026-03-31
Filed2026-05-07
AAON
42.50%AAON Inc
Shares30.4K
Event2026-03-31
Filed2026-05-07
Kerry Group PLC - Spons ADR
27.83%Kerry Group PLC - Spons ADR
Shares31.6K
Event2026-03-31
Filed2026-05-07
Tencent Holdings Ltd - Unspons
20.64%Tencent Holdings Ltd - Unspons
Shares38.4K
Event2026-03-31
Filed2026-05-07
VIG
-0.52%Vanguard Dividend Appreciation
Shares11.3K
Event2026-03-31
Filed2026-05-07
DLTH
0.00%Duluth Holdings Inc
Shares762.8K
Event2026-03-31
Filed2026-05-07
HDB
5.35%HDFC Bank Ltd - Spons ADR
Shares96.3K
Event2026-03-31
Filed2026-05-07
GTLB
81.36%Gitlab Inc
Shares109.5K
Event2026-03-31
Filed2026-05-07
ITUB
-22.05%Itau Unibanco Holding SA - Spo
Shares281.5K
Event2026-03-31
Filed2026-05-07
FORM
-74.77%FormFactor Inc
Shares24.1K
Event2026-03-31
Filed2026-05-07
KO
25.99%Coca-Cola Co
Shares30.7K
Event2026-03-31
Filed2026-05-07
ICUI
NewICU Medical Inc
Shares18.1K
Event2026-03-31
Filed2026-05-07
DSMC
2.59%Distillate Small/Mid Cash Flow
Shares62.1K
Event2026-03-31
Filed2026-05-07
Pan Pacific International Hold
7.03%Pan Pacific International Hold
Shares188.7K
Event2026-03-31
Filed2026-05-07
MIR
119.48%Mirion Technologies Inc
Shares124.3K
Event2026-03-31
Filed2026-05-07
USB
-77.82%U.S. Bancorp
Shares44.1K
Event2026-03-31
Filed2026-05-07
BWIN
-0.92%Baldwin Insurance Group Inc/Th
Shares103.3K
Event2026-03-31
Filed2026-05-07
PCOR
NewProcore Technologies Inc
Shares39.4K
Event2026-03-31
Filed2026-05-07
AMPL
302.64%Amplitude Inc
Shares314.1K
Event2026-03-31
Filed2026-05-07
OLLI
-0.91%Ollie's Bargain Outlet Holding
Shares23.0K
Event2026-03-31
Filed2026-05-07
RESN
6.46%Murata Manufacturing Co Ltd -
Shares189.0K
Event2026-03-31
Filed2026-05-07
PKW
0.00%Invesco BuyBack Achievers ETF
Shares15.8K
Event2026-03-31
Filed2026-05-07
Canadian Pacific Kansas City L
7.52%Canadian Pacific Kansas City L
Shares26.4K
Event2026-03-31
Filed2026-05-07
SIEGY
6.83%Siemens AG - Spons ADR
Shares16.9K
Event2026-03-31
Filed2026-05-07
SMPL
-0.91%Simply Good Foods Co/The
Shares143.2K
Event2026-03-31
Filed2026-05-07
Carlsberg AS - Spons ADR
24.16%Carlsberg AS - Spons ADR
Shares80.4K
Event2026-03-31
Filed2026-05-07
EXP
-0.94%Eagle Materials Inc
Shares10.4K
Event2026-03-31
Filed2026-05-07
OSW
-45.92%OneSpaWorld Holdings Ltd
Shares84.7K
Event2026-03-31
Filed2026-05-07
adidas AG - Spons ADR
7.02%adidas AG - Spons ADR
Shares24.1K
Event2026-03-31
Filed2026-05-07
KION Group AG - Unspons ADR
7.02%KION Group AG - Unspons ADR
Shares146.2K
Event2026-03-31
Filed2026-05-07
SDY
-15.99%SPDR S&P Dividend ETF
Shares13.1K
Event2026-03-31
Filed2026-05-07
GMAB
6.74%Genmab A/S - Spons ADR
Shares71.0K
Event2026-03-31
Filed2026-05-07
FMX
5.43%Fomento Economico Mexicano SAB
Shares16.7K
Event2026-03-31
Filed2026-05-07
CXT
-0.90%Crane NXT Co
Shares44.9K
Event2026-03-31
Filed2026-05-07
Shin-Etsu Chemical Co Ltd - Un
11.16%Shin-Etsu Chemical Co Ltd - Un
Shares88.7K
Event2026-03-31
Filed2026-05-07
IRM
0.00%Iron Mountain Inc
Shares17.1K
Event2026-03-31
Filed2026-05-07
SITE
NewSiteOne Landscape Supply Inc
Shares13.0K
Event2026-03-31
Filed2026-05-07
RACE
32.45%Ferrari NV
Shares5.1K
Event2026-03-31
Filed2026-05-07
FNDX
0.00%Schwab Fundamental U.S. Large
Shares60.8K
Event2026-03-31
Filed2026-05-07
INFY
5.40%Infosys Ltd - Spons ADR
Shares124.2K
Event2026-03-31
Filed2026-05-07
Invesco S&P 500 Equal Weight E
94.30%Invesco S&P 500 Equal Weight E
Shares8.7K
Event2026-03-31
Filed2026-05-07
YUMC
5.78%Yum China Holdings Inc
Shares34.1K
Event2026-03-31
Filed2026-05-07
SONY
7.09%Sony Group Corp - Spons ADR
Shares79.7K
Event2026-03-31
Filed2026-05-07
SLB
-7.46%SLB Ltd
Shares32.1K
Event2026-03-31
Filed2026-05-07
BCD
111.24%abrdn Bloomberg All Commodity
Shares45.7K
Event2026-03-31
Filed2026-05-07
Toray Industries Inc - Unspons
-25.22%Toray Industries Inc - Unspons
Shares114.0K
Event2026-03-31
Filed2026-05-07
VCEL
-0.93%Vericel Corp
Shares50.0K
Event2026-03-31
Filed2026-05-07
Sony Financial Group Inc - Uns
6.27%Sony Financial Group Inc - Uns
Shares354.4K
Event2026-03-31
Filed2026-05-07
Tokyo Electron Ltd - Unspons A
9.25%Tokyo Electron Ltd - Unspons A
Shares13.0K
Event2026-03-31
Filed2026-05-07
Standard Chartered PLC - Unspo
7.02%Standard Chartered PLC - Unspo
Shares37.3K
Event2026-03-31
Filed2026-05-07
SAP
31.91%SAP SE - Spons ADR
Shares9.0K
Event2026-03-31
Filed2026-05-07
SPGI
6.54%S&P Global Inc
Shares3.6K
Event2026-03-31
Filed2026-05-07
NXPI
5.55%NXP Semiconductors NV
Shares7.7K
Event2026-03-31
Filed2026-05-07
SHEL
7.94%Shell PLC - Spons ADR
Shares16.1K
Event2026-03-31
Filed2026-05-07
IWM
2.97%iShares Russell 2000 ETF
Shares5.9K
Event2026-03-31
Filed2026-05-07
Wise PLC - Spons ADR
12.23%Wise PLC - Spons ADR
Shares116.2K
Event2026-03-31
Filed2026-05-07
Lonza Group AG - Unspons ADR
7.01%Lonza Group AG - Unspons ADR
Shares22.4K
Event2026-03-31
Filed2026-05-07
AEM
-7.47%Agnico Eagle Mines Ltd
Shares7.0K
Event2026-03-31
Filed2026-05-07
Air Liquide SA - Unspons ADR
6.75%Air Liquide SA - Unspons ADR
Shares32.6K
Event2026-03-31
Filed2026-05-07
Sika AG - Unspons ADR
11.05%Sika AG - Unspons ADR
Shares81.3K
Event2026-03-31
Filed2026-05-07
CAT
-78.50%Caterpillar Inc
Shares1.8K
Event2026-03-31
Filed2026-05-07
PRADA SpA - Unspons ADR
10.59%PRADA SpA - Unspons ADR
Shares131.7K
Event2026-03-31
Filed2026-05-07
ALL
0.00%Allstate Corp
Shares5.9K
Event2026-03-31
Filed2026-05-07
Hermes International SCA - Uns
42.03%Hermes International SCA - Uns
Shares6.5K
Event2026-03-31
Filed2026-05-07
GVI
NewiShares Intermediate Governmen
Shares11.2K
Event2026-03-31
Filed2026-05-07
Adyen NV - Unspons ADR
NewAdyen NV - Unspons ADR
Shares114.7K
Event2026-03-31
Filed2026-05-07
IWF
0.00%iShares Russell 1000 Growth ET
Shares2.4K
Event2026-03-31
Filed2026-05-07
Anglo American PLC - Spons ADR
NewAnglo American PLC - Spons ADR
Shares48.1K
Event2026-03-31
Filed2026-05-07
WM
34.93%Waste Management Inc
Shares4.4K
Event2026-03-31
Filed2026-05-07
NTR
NewNutrien Ltd
Shares13.1K
Event2026-03-31
Filed2026-05-07
IWR
-61.90%iShares Russell Mid-Cap ETF
Shares9.8K
Event2026-03-31
Filed2026-05-07
WFC
-1.81%Wells Fargo & Co
Shares11.4K
Event2026-03-31
Filed2026-05-07
General Dynamics Corp
0.00%General Dynamics Corp
Shares2.6K
Event2026-03-31
Filed2026-05-07
XSHQ
-41.34%Invesco S&P SmallCap Quality E
Shares21.3K
Event2026-03-31
Filed2026-05-07
GRMN
-13.34%Garmin Ltd
Shares3.8K
Event2026-03-31
Filed2026-05-07
LUMN
0.00%Lumen Technologies Inc
Shares124.0K
Event2026-03-31
Filed2026-05-07
WSC
-50.77%WillScot Holdings Corp
Shares45.7K
Event2026-03-31
Filed2026-05-07
Bunge Global SA
NewBunge Global SA
Shares6.0K
Event2026-03-31
Filed2026-05-07
VB
-1.77%Vanguard Small-Cap ETF
Shares2.9K
Event2026-03-31
Filed2026-05-07
MA
0.00%Mastercard Inc
Shares1.4K
Event2026-03-31
Filed2026-05-07
PANW
NewPalo Alto Networks Inc
Shares4.5K
Event2026-03-31
Filed2026-05-07
STT
-47.81%State Street Corp
Shares5.6K
Event2026-03-31
Filed2026-05-07
RTX
212.03%Raytheon Technologies Corp
Shares3.6K
Event2026-03-31
Filed2026-05-07
VZ
0.00%Verizon Communications Inc
Shares12.8K
Event2026-03-31
Filed2026-05-07
CSCO
1.98%Cisco Systems Inc
Shares8.3K
Event2026-03-31
Filed2026-05-07
WEC Energy Group Inc
NewWEC Energy Group Inc
Shares5.5K
Event2026-03-31
Filed2026-05-07
IEMG
14.33%iShares Core MSCI Emerging Mar
Shares9.0K
Event2026-03-31
Filed2026-05-07
SCHF
0.00%Schwab International Equity ET
Shares25.4K
Event2026-03-31
Filed2026-05-07
TRV
-9.60%Travelers Cos Inc
Shares1.9K
Event2026-03-31
Filed2026-05-07
GILD
0.00%Gilead Sciences Inc
Shares4.0K
Event2026-03-31
Filed2026-05-07
COF
1.07%Capital One Financial Corp
Shares2.9K
Event2026-03-31
Filed2026-05-07
MKL
0.00%Markel Corp
Shares279
Event2026-03-31
Filed2026-05-07
LNT
0.00%Alliant Energy Corp
Shares6.4K
Event2026-03-31
Filed2026-05-07
BA
NewBoeing Co/The
Shares2.3K
Event2026-03-31
Filed2026-05-07
QUAL
0.00%iShares MSCI USA Quality Facto
Shares2.3K
Event2026-03-31
Filed2026-05-07
VO
-50.61%Vanguard Mid-Cap ETF
Shares1.5K
Event2026-03-31
Filed2026-05-07
IWP
0.00%iShares Russell Mid-Cap Growth
Shares3.1K
Event2026-03-31
Filed2026-05-07
AIQ
0.00%Global X Artificial Intelligen
Shares8.2K
Event2026-03-31
Filed2026-05-07
IWB
-51.61%iShares Russell 1000 ETF
Shares1.1K
Event2026-03-31
Filed2026-05-07
WMT
-5.16%Walmart Inc
Shares3.0K
Event2026-03-31
Filed2026-05-07
FLEU
NewFranklin FTSE Eurozone ETF
Shares11.5K
Event2026-03-31
Filed2026-05-07
ORCL
-98.14%Oracle Corp
Shares2.5K
Event2026-03-31
Filed2026-05-07
AFL
-0.63%Aflac Inc
Shares3.3K
Event2026-03-31
Filed2026-05-07
Nestle SA - Spons ADR
0.00%Nestle SA - Spons ADR
Shares3.6K
Event2026-03-31
Filed2026-05-07
Eaton Corp PLC
NewEaton Corp PLC
Shares996
Event2026-03-31
Filed2026-05-07
MBB
0.00%iShares MBS ETF
Shares3.5K
Event2026-03-31
Filed2026-05-07
IWO
0.00%iShares Russell 2000 Growth ET
Shares1.0K
Event2026-03-31
Filed2026-05-07
VWO
0.00%Vanguard FTSE Emerging Markets
Shares5.9K
Event2026-03-31
Filed2026-05-07
NUE
-2.55%Nucor Corp
Shares1.7K
Event2026-03-31
Filed2026-05-07
JUST
0.00%Goldman Sachs JUST US Large Ca
Shares2.9K
Event2026-03-31
Filed2026-05-07
CSX
0.00%CSX Corp
Shares6.2K
Event2026-03-31
Filed2026-05-07
MGEE
0.00%MGE Energy Inc
Shares3.1K
Event2026-03-31
Filed2026-05-07
Invesco QQQ Trust Series 1
0.00%Invesco QQQ Trust Series 1
Shares400
Event2026-03-31
Filed2026-05-07
BMO
0.00%Bank of Montreal
Shares1.7K
Event2026-03-31
Filed2026-05-07
PM
0.00%Philip Morris International In
Shares1.4K
Event2026-03-31
Filed2026-05-07
TFLO
-31.55%iShares Treasury Floating Rate
Shares4.5K
Event2026-03-31
Filed2026-05-07
BMY
0.00%Bristol-Myers Squibb Co
Shares3.7K
Event2026-03-31
Filed2026-05-07
J
-6.84%Jacobs Solutions Inc
Shares1.8K
Event2026-03-31
Filed2026-05-07
GLW
NewCorning Inc
Shares1.6K
Event2026-03-31
Filed2026-05-07
SBUX
-99.35%Starbucks Corp
Shares2.4K
Event2026-03-31
Filed2026-05-07
MO
NewAltria Group Inc
Shares3.2K
Event2026-03-31
Filed2026-05-07
IBIT
0.00%iShares Bitcoin Trust ETF
Shares5.4K
Event2026-03-31
Filed2026-05-07
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