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The Analysis of Marks Group Wealth Management, Inc's Holdings & P&L

Currently, Marks Group Wealth Management, Inc holds 350 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in N/A (+845.9K shares, valued at $74.3M), IVW (+139.2K shares, valued at $19.1M), EFG (+136.6K shares, valued at $17.0M); decreased their positions in EFV (-179.2K shares, valued at $13.7M), XLV (-44.8K shares, valued at $7.1M), UNP (-25.3K shares, valued at $6.9M); initiated new positions in IDHQ (+322.6K shares, valued at $14.1M), CORO (+355.0K shares, valued at $13.0M), SHLD (+187.1K shares, valued at $11.2M).

1M P&L

+29.0M+3.21%

3M P&L

+26.0M+2.87%

HY P&L

+34.9M+3.89%

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/A394.3M

42.2%

2Specialty Industrial Machinery46.4M

5.0%

3Internet Content & Information30.9M

3.3%

Top Industries by Stock Count

1N/A77 stocks

25.5%

2Software - Application14 stocks

4.6%

3Specialty Industrial Machinery11 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST1.1M shares309.67%2026-06-302026-07-28

IVW ISHARES TR280.9K shares98.26%2026-06-302026-07-28

EFG ISHARES TR296.9K shares85.25%2026-06-302026-07-28

AAPL APPLE INC104.1K shares-6.21%2026-06-302026-07-28

PVAL PUTNAM ETF TRUST582.3K shares66.75%2026-06-302026-07-28

BAI BLACKROCK ETF TRUST514.5K shares165.46%2026-06-302026-07-28

DYNF BLACKROCK ETF TRUST364.0K shares52.04%2026-06-302026-07-28

GOOG ALPHABET INC63.0K shares-19.03%2026-06-302026-07-28

Sponsored

EFV ISHARES TR267.3K shares-40.14%2026-06-302026-07-28

IEMG ISHARES INC237.4K shares-2.31%2026-06-302026-07-28

FDMO FIDELITY COVINGTON TRUST172.4K shares102.58%2026-06-302026-07-28

JQUA J P MORGAN EXCHANGE TRADED F224.9K shares8.25%2026-06-302026-07-28

IDHQ INVESCO EXCH TRADED FD TR II322.6K sharesnew addition2026-06-302026-07-28

BLCR BLACKROCK ETF TRUST262.2K shares126.35%2026-06-302026-07-28

NVDA NVIDIA CORPORATION65.1K shares-12.13%2026-06-302026-07-28

CORO BLACKROCK ETF TRUST355.0K sharesnew addition2026-06-302026-07-28

Sponsored

ECOW PACER FDS TR481.9K shares32.16%2026-06-302026-07-28

MSFT MICROSOFT CORP33.9K shares-10.89%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC20.4K shares-5.35%2026-06-302026-07-28

AMZN AMAZON COM INC47.4K shares-6.40%2026-06-302026-07-28

SHLD GLOBAL X FDS187.1K sharesnew addition2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC23.8K shares-40.26%2026-06-302026-07-28

VOO VANGUARD INDEX FDS14.2K shares0.37%2026-06-302026-07-28

RSG REPUBLIC SVCS INC40.6K shares-34.06%2026-06-302026-07-28

Sponsored

GE GE AEROSPACE22.5K shares-35.96%2026-06-302026-07-28

NVT NVENT ELEC PLC49.0K shares-29.00%2026-06-302026-07-28

VISA INC VISA INC23.7K shares-18.49%2026-06-302026-07-28

SYK STRYKER CORPORATION25.0K shares-28.03%2026-06-302026-07-28

GOOGL ALPHABET INC21.1K shares20.25%2026-06-302026-07-28

GWW WW GRAINGER INC5.2K shares-26.03%2026-06-302026-07-28

CW CURTISS WRIGHT CORP9.3K shares-21.99%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO21.5K shares3.22%2026-06-302026-07-28

Sponsored

ETN EATON CORP PLC16.0K shares-24.65%2026-06-302026-07-28

ICE INTERCONTINENTAL EXCHANGE IN55.1K shares-25.64%2026-06-302026-07-28

AAAU GOLDMAN SACHS PHYSICAL GOLD170.6K shares-0.44%2026-06-302026-07-28

EME EMCOR GROUP INC8.1K shares-25.45%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T8.8K shares-0.35%2026-06-302026-07-28

AVEM AMERICAN CENTY ETF TR68.0K shares112.90%2026-06-302026-07-28

AME AMETEK INC26.5K shares-22.28%2026-06-302026-07-28

RBA RB GLOBAL INC54.8K shares-18.22%2026-06-302026-07-28

Sponsored

TJX TJX COS INC NEW41.6K shares-19.12%2026-06-302026-07-28

ITT ITT INC31.7K shares-22.75%2026-06-302026-07-28

TDY TELEDYNE TECHNOLOGIES INC9.2K shares-21.79%2026-06-302026-07-28

TXRH TEXAS ROADHOUSE INC30.8K shares-19.83%2026-06-302026-07-28

AJG GALLAGHER ARTHUR J & CO25.4K shares-15.10%2026-06-302026-07-28

WDEF WISDOMTREE TR204.3K shares-21.82%2026-06-302026-07-28

IR INGERSOLL RAND INC67.4K shares-26.42%2026-06-302026-07-28

GD GENERAL DYNAMICS CORP15.6K shares-23.73%2026-06-302026-07-28

Sponsored

PRIMERICA INC PRIMERICA INC19.1K shares-26.11%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS74.7K shares-7.07%2026-06-302026-07-28

DCI DONALDSON INC58.8K shares0.00%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC4.6K shares6.09%2026-06-302026-07-28

CASY CASEYS GEN STORES INC6.6K shares-20.82%2026-06-302026-07-28

APD AIR PRODUCTS AND CHEMICALS I17.7K shares-36.11%2026-06-302026-07-28

CSL CARLISLE COS INC14.2K shares-24.38%2026-06-302026-07-28

DRI DARDEN RESTAURANTS INC24.1K shares-31.27%2026-06-302026-07-28

Sponsored

SAIA SAIA INC11.6K shares-38.84%2026-06-302026-07-28

ORACLE CORP ORACLE CORP33.3K shares-33.49%2026-06-302026-07-28

CACI CACI INTL INC10.2K shares-15.18%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC9.8K shares-10.35%2026-06-302026-07-28

DELL DELL TECHNOLOGIES INC10.6K shares-24.27%2026-06-302026-07-28

PH PARKER-HANNIFIN CORP4.6K shares-44.53%2026-06-302026-07-28

FELE FRANKLIN ELEC INC40.5K shares-40.20%2026-06-302026-07-28

IQV IQVIA HLDGS INC22.1K shares-31.18%2026-06-302026-07-28

Sponsored

BRO BROWN & BROWN INC66.2K shares-23.87%2026-06-302026-07-28

WSO WATSCO INC9.8K shares-39.50%2026-06-302026-07-28

GGG GRACO INC53.8K shares-35.16%2026-06-302026-07-28

DECK DECKERS OUTDOOR CORP40.7K shares-36.32%2026-06-302026-07-28

CI THE CIGNA GROUP14.6K shares-38.11%2026-06-302026-07-28

FAST FASTENAL CO83.3K shares-0.96%2026-06-302026-07-28

MMC MARSH & MCLENNAN COS INC23.9K shares-30.09%2026-06-302026-07-28

J JACOBS SOLUTIONS INC31.1K shares-35.08%2026-06-302026-07-28

Sponsored

ZBRA ZEBRA TECHNOLOGIES CORPORATI14.8K sharesnew addition2026-06-302026-07-28

CRM SALESFORCE INC24.9K shares-49.46%2026-06-302026-07-28

ROP ROPER TECHNOLOGIES INC11.5K shares-34.46%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP28.0K shares-0.50%2026-06-302026-07-28

BROADCOM INC BROADCOM INC9.8K shares7.79%2026-06-302026-07-28

AECOM AECOM52.1K sharesnew addition2026-06-302026-07-28

ALC ALCON AG54.0K shares-34.28%2026-06-302026-07-28

FDS FACTSET RESH SYS INC15.6K shares-34.84%2026-06-302026-07-28

Sponsored

ADP AUTOMATIC DATA PROCESSING IN15.9K shares-36.45%2026-06-302026-07-28

STE STERIS PLC16.9K shares-36.19%2026-06-302026-07-28

QUAL ISHARES TR16.2K shares-3.07%2026-06-302026-07-28

FBND FIDELITY MERRIMACK STR TR77.9K shares-2.67%2026-06-302026-07-28

FCN FTI CONSULTING INC23.4K shares-36.95%2026-06-302026-07-28

ENB ENBRIDGE INC63.8K shares-0.00%2026-06-302026-07-28

SERVICENOW INC SERVICENOW INC34.2K sharesnew addition2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC5.8K shares-42.15%2026-06-302026-07-28

Sponsored

ASML ASML HLDG NV1.7K shares-32.63%2026-06-302026-07-28

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND26.8K shares7.95%2026-06-302026-07-28

BSX BOSTON SCIENTIFIC CORP77.2K shares2290.47%2026-06-302026-07-28

SSNC SS&C TECH HLDGS52.7K shares-35.02%2026-06-302026-07-28

TSCO TRACTOR SUPPLY CO103.1K shares-16.15%2026-06-302026-07-28

WFC WELLS FARGO & CO38.7K shares2.93%2026-06-302026-07-28

FI FISERV INC64.6K shares-35.42%2026-06-302026-07-28

BR BROADRIDGE FINL SOLUTIONS IN23.0K shares-28.62%2026-06-302026-07-28

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL6.3K shares-22.60%2026-06-302026-07-28

MNST MONSTER BEVERAGE CORP NEW32.5K shares-26.13%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED6.0K shares26.51%2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS11.0K shares4.41%2026-06-302026-07-28

USB US BANCORP49.9K shares0.01%2026-06-302026-07-28

LDOS LEIDOS HOLDINGS INC29.1K shares-28.47%2026-06-302026-07-28

HONEYWELL INTL INC HONEYWELL INTL INC13.1K sharesnew addition2026-06-302026-07-28

SPGP INVESCO EXCHANGE TRADED FD T23.9K shares0.00%2026-06-302026-07-28

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC13.1K sharesnew addition2026-06-302026-07-28

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC65.5K shares10.03%2026-06-302026-07-28

GSK PLC GSK PLC55.0K shares3.12%2026-06-302026-07-28

BAM BROOKFIELD ASSET MANAGMT LTD63.1K shares-24.69%2026-06-302026-07-28

ASTRAZENECA PLC ASTRAZENECA PLC14.5K shares-21.47%2026-06-302026-07-28

DOX AMDOCS LTD53.9K shares-29.70%2026-06-302026-07-28

MEDTRONIC PLC MEDTRONIC PLC33.0K shares1.17%2026-06-302026-07-28

CAT CATERPILLAR INC2.4K shares0.25%2026-06-302026-07-28

Sponsored

KDP KEURIG DR PEPPER INC76.7K shares10.10%2026-06-302026-07-28

KO COCA COLA CO30.2K shares0.04%2026-06-302026-07-28

TXN TEXAS INSTRS INC8.0K shares-3.28%2026-06-302026-07-28

AMGN AMGEN INC6.6K shares1.28%2026-06-302026-07-28

GPC GENUINE PARTS CO20.1K shares32.10%2026-06-302026-07-28

NI NISOURCE INC49.3K shares-1.35%2026-06-302026-07-28

BDX BECTON DICKINSON & CO15.4K shares-72.15%2026-06-302026-07-28

AON AON PLC7.0K shares-45.55%2026-06-302026-07-28

Sponsored

FICO FAIR ISAAC CORP1.9K shares-20.51%2026-06-302026-07-28

COR CENCORA INC8.1K shares30.11%2026-06-302026-07-28

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-06-302026-07-28

CTAS CINTAS CORP13.2K shares-32.00%2026-06-302026-07-28

CNC CENTENE CORP DEL34.6K sharesnew addition2026-06-302026-07-28

EXG EATON VANCE TAX-MANAGED GLOB219.3K shares0.00%2026-06-302026-07-28

ETR ENTERGY CORP NEW18.5K shares-15.05%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC49.7K shares0.88%2026-06-302026-07-28

Sponsored

GOF GUGGENHEIM STRATEGIC OPPORTU190.2K shares0.00%2026-06-302026-07-28

VIOO VANGUARD ADMIRAL FDS INC15.0K shares0.00%2026-06-302026-07-28

VUG VANGUARD INDEX FDS23.2K shares500.03%2026-06-302026-07-28

DOC HEALTHPEAK PROPERTIES INC93.1K shares1.53%2026-06-302026-07-28

IAU ISHARES GOLD TR26.4K shares0.00%2026-06-302026-07-28

UBER UBER TECHNOLOGIES INC27.4K sharesnew addition2026-06-302026-07-28

IGA VOYA GLBL ADV & PREM OPP FD195.4K shares0.00%2026-06-302026-07-28

WEC WEC ENERGY GROUP INC16.4K shares3.49%2026-06-302026-07-28

Sponsored

IDEXX LABS INC IDEXX LABS INC3.6K shares-31.52%2026-06-302026-07-28

DHR DANAHER CORP DEL10.0K shares131.79%2026-06-302026-07-28

AMT AMERICAN TOWER CORP11.5K shares3.83%2026-06-302026-07-28

BLK BLACKROCK INC2.0K shares2.31%2026-06-302026-07-28

EFX EQUIFAX INC11.8K shares378.12%2026-06-302026-07-28

RMD RESMED INC9.5K shares-64.95%2026-06-302026-07-28

WAT WATERS CORP4.9K shares9.80%2026-06-302026-07-28

THFF FIRST FINANCIAL CORPORATION23.7K shares0.00%2026-06-302026-07-28

Sponsored

VO VANGUARD INDEX FDS22.0K shares300.02%2026-06-302026-07-28

CMCSA COMCAST CORP NEW72.0K shares3.13%2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC14.9K shares-50.49%2026-06-302026-07-28

DUK DUKE ENERGY CORP NEW13.7K shares-15.07%2026-06-302026-07-28

LLY ELI LILLY & CO1.4K shares-31.94%2026-06-302026-07-28

DE DEERE & CO2.7K shares-0.26%2026-06-302026-07-28

TDG TRANSDIGM GROUP INC1.3K shares-35.11%2026-06-302026-07-28

FIS FIDELITY NATL INFORMATION SV42.8K shares2.90%2026-06-302026-07-28

Sponsored

SPMB SPDR SERIES TRUST74.3K shares-3.17%2026-06-302026-07-28

CPRT COPART INC58.5K shares-46.42%2026-06-302026-07-28

FREL FIDELITY COVINGTON TRUST55.6K shares0.00%2026-06-302026-07-28

ISRG INTUITIVE SURGICAL INC4.1K shares-29.61%2026-06-302026-07-28

HII HUNTINGTON INGALLS INDS INC5.8K shares0.31%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F27.2K shares0.00%2026-06-302026-07-28

EMR EMERSON ELEC CO11.3K shares0.00%2026-06-302026-07-28

TCAF T ROWE PRICE EXCHANGE-TRADED39.2K shares-26.01%2026-06-302026-07-28

Sponsored

SBUX STARBUCKS CORP15.6K shares-59.40%2026-06-302026-07-28

EIX EDISON INTL21.3K shares-1.25%2026-06-302026-07-28

SYY SYSCO CORP18.6K shares2.52%2026-06-302026-07-28

PPL CORP PPL CORP42.7K shares69.00%2026-06-302026-07-28

CYTOKINETICS INC CYTOKINETICS INC18.0K shares7.06%2026-06-302026-07-28

LAMR LAMAR ADVERTISING CO9.7K shares-52.14%2026-06-302026-07-28

PTC PTC INC13.0K shares10.12%2026-06-302026-07-28

GOVT ISHARES TR63.6K shares-2.01%2026-06-302026-07-28

Sponsored

AEE AMEREN CORP12.7K shares10.21%2026-06-302026-07-28

PDI PIMCO DYNAMIC INCOME FD85.2K shares0.00%2026-06-302026-07-28

OTIS OTIS WORLDWIDE CORP19.1K sharesnew addition2026-06-302026-07-28

VTV VANGUARD INDEX FDS6.2K shares-2.74%2026-06-302026-07-28

AMERIPRISE FINL INC AMERIPRISE FINL INC2.9K shares0.00%2026-06-302026-07-28

DOMINOS PIZZA INC DOMINOS PIZZA INC4.4K sharesnew addition2026-06-302026-07-28

INTU INTUIT5.0K shares-58.38%2026-06-302026-07-28

YUM YUM BRANDS INC8.1K shares10.21%2026-06-302026-07-28

Sponsored

GABELLI EQUITY TR INC GABELLI EQUITY TR INC227.7K shares0.00%2026-06-302026-07-28

GEV GE VERNOVA INC1.1K shares-1.63%2026-06-302026-07-28

RIV RIVERNORTH OPPORTUNITIES FD107.9K shares0.00%2026-06-302026-07-28

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.3K sharesnew addition2026-06-302026-07-28

PHK PIMCO HIGH INCOME FD261.4K shares0.00%2026-06-302026-07-28

ES EVERSOURCE ENERGY16.8K shares1.88%2026-06-302026-07-28

IBKR INTERACTIVE BROKERS GROUP IN13.9K shares-49.92%2026-06-302026-07-28

APGE APOGEE THERAPEUTICS INC9.1K shares10.25%2026-06-302026-07-28

Sponsored

ISHARES TR ISHARES TR1.6K shares0.00%2026-06-302026-07-28

NVR NVR INC173 shares-46.60%2026-06-302026-07-28

PLAINS GP HLDGS L P PLAINS GP HLDGS L P48.1K shares-1.03%2026-06-302026-07-28

IJR ISHARES TR7.9K shares0.00%2026-06-302026-07-28

PAYC PAYCOM SOFTWARE INC9.2K shares-50.66%2026-06-302026-07-28

ASCENDIS PHARMA A/S ASCENDIS PHARMA A/S4.3K sharesnew addition2026-06-302026-07-28

PRLB PROTO LABS INC14.0K shares16.09%2026-06-302026-07-28

BRW SABA CAPITAL INCOME & OPRNT172.8K shares0.00%2026-06-302026-07-28

Sponsored

CNQ CANADIAN NAT RES LTD MED TER28.1K shares43.45%2026-06-302026-07-28

ABT ABBOTT LABORATORIES12.2K shares3.43%2026-06-302026-07-28

XTEN BONDBLOXX ETF TRUST24.2K shares-34.60%2026-06-302026-07-28

HLT HILTON WORLDWIDE HLDGS INC3.3K shares-9.85%2026-06-302026-07-28

CVX CHEVRON CORPORATION6.4K shares139.96%2026-06-302026-07-28

EAD ALLSPRING INCOME OPPORTUNIT162.9K shares0.00%2026-06-302026-07-28

DASH DOORDASH INC5.7K shares79.20%2026-06-302026-07-28

TMO THERMO FISHER SCIENTIFIC INC2.1K shares-52.42%2026-06-302026-07-28

Sponsored

NOC NORTHROP GRUMMAN CORP2.0K sharesnew addition2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.1K shares0.00%2026-06-302026-07-28

KKR KKR & CO INC11.1K shares101.35%2026-06-302026-07-28

QQQ INVESCO QQQ TR1.4K shares1.63%2026-06-302026-07-28

CVCO CAVCO INDS INC DEL1.6K shares-45.92%2026-06-302026-07-28

TGT TARGET CORP7.5K shares-2.71%2026-06-302026-07-28

HYT BLACKROCK CORPOR HI YLD FD I113.4K shares0.00%2026-06-302026-07-28

JPIB J P MORGAN EXCHANGE TRADED F20.0K shares-5.74%2026-06-302026-07-28

Sponsored

CBRE CBRE GROUP INC7.2K shares8.72%2026-06-302026-07-28

ATRC ATRICURE INC34.4K shares18.64%2026-06-302026-07-28

BANCO SANTANDER SA BANCO SANTANDER SA68.9K shares-39.30%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC939 shares0.21%2026-06-302026-07-28

INTC INTEL CORP6.7K shares2.02%2026-06-302026-07-28

BTZ BLACKROCK CR ALLOCATION89.3K shares0.00%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON3.5K shares-2.75%2026-06-302026-07-28

RIO RIO TINTO PLC9.4K shares-35.20%2026-06-302026-07-28

Sponsored

KLAC KLA CORP2.9K sharesnew addition2026-06-302026-07-28

ISD PGIM HIGH YIELD BOND FUND IN65.9K shares0.00%2026-06-302026-07-28

FTC FIRST TR EXCHANGE-TRADED ALP4.4K shares0.00%2026-06-302026-07-28

ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC2.7K shares64.67%2026-06-302026-07-28

DIA STATE STR SPDR DOW JONES IND1.5K shares0.00%2026-06-302026-07-28

ANET ARISTA NETWORKS INC4.7K sharesnew addition2026-06-302026-07-28

DIS DISNEY WALT CO8.2K shares-0.21%2026-06-302026-07-28

MSCI MSCI INC1.4K shares151.71%2026-06-302026-07-28

Sponsored

BN BROOKFIELD CORP18.1K shares-6.37%2026-06-302026-07-28

VLTO VERALTO CORP8.6K shares89.33%2026-06-302026-07-28

SUSA ISHARES TR4.9K shares0.00%2026-06-302026-07-28

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN4.1K shares1.56%2026-06-302026-07-28

SCHV SCHWAB STRATEGIC TR21.6K shares0.00%2026-06-302026-07-28

FIX COMFORT SYS USA INC374 shares0.00%2026-06-302026-07-28

RVTY REVVITY INC6.6K sharesnew addition2026-06-302026-07-28

HEI.A HEICO CORP NEW2.9K shares-2.66%2026-06-302026-07-28

Sponsored

GIS GENERAL MILLS INC20.8K shares44.69%2026-06-302026-07-28

LALT FIRST TR EXCHNG TRADED FD VI30.0K sharesnew addition2026-06-302026-07-28

CDNS CADENCE DESIGN SYSTEM INC1.9K sharesnew addition2026-06-302026-07-28

MUFG MITSUBISHI UFJ FINANCIAL GRO35.5K shares-55.33%2026-06-302026-07-28

UNP UNION PAC CORP2.6K shares-90.69%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC3.8K shares7.96%2026-06-302026-07-28

HSBC HSBC HLDGS PLC7.3K shares-61.50%2026-06-302026-07-28

NOBL PROSHARES TR12.1K shares100.00%2026-06-302026-07-28

Sponsored

SPSC SPS COMM INC11.8K shares0.00%2026-06-302026-07-28

VMC VULCAN MATLS CO2.2K shares-9.14%2026-06-302026-07-28

ETHO AMPLIFY ETF TR8.1K shares0.00%2026-06-302026-07-28

SCHZ SCHWAB STRATEGIC TR28.2K shares39.90%2026-06-302026-07-28

MKL MARKEL GROUP INC333 shares-5.40%2026-06-302026-07-28

CEF SPROTT ASSET MANAGEMENT LP16.0K shares-20.45%2026-06-302026-07-28

BUD ANHEUSER BUSCH INBEV SA NV7.8K sharesnew addition2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC5.4K shares0.30%2026-06-302026-07-28

Sponsored

3M CO 3M CO3.9K shares-12.23%2026-06-302026-07-28

SONY SONY GROUP CORP31.2K shares-56.81%2026-06-302026-07-28

NXTG FIRST TR EXCHANGE-TRADED FD4.0K shares0.00%2026-06-302026-07-28

AUR AURORA INNOVATION INC88.8K shares10.05%2026-06-302026-07-28

ERAS ERASCA INC32.9K shares9.97%2026-06-302026-07-28

BSY BENTLEY SYS INC19.6K shares8.73%2026-06-302026-07-28

HFSI HARTFORD FDS EXCHANGE TRADED16.3K shares-31.03%2026-06-302026-07-28

IWF ISHARES TR4.5K shares300.00%2026-06-302026-07-28

Sponsored

XEL XCEL ENERGY INC6.8K shares-12.37%2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP1.1K sharesnew addition2026-06-302026-07-28

TSLA TESLA INC1.3K shares-5.56%2026-06-302026-07-28

USFD US FOODS HLDG CORP5.3K shares10.14%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares-22.70%2026-06-302026-07-28

XLV SELECT SECTOR SPDR TR3.3K shares-93.12%2026-06-302026-07-28

MLM MARTIN MARIETTA MATLS INC882 shares10.94%2026-06-302026-07-28

KYMR KYMERA THERAPEUTICS INC4.4K shares10.47%2026-06-302026-07-28

Sponsored

SHEL SHELL PLC6.4K shares-14.36%2026-06-302026-07-28

ORLY OREILLY AUTOMOTIVE INC5.4K shares-21.57%2026-06-302026-07-28

RYAAY RYANAIR HOLDINGS PLC7.6K shares-33.65%2026-06-302026-07-28

WTW WILLIS TOWERS WATSON PLC LTD1.9K shares10.29%2026-06-302026-07-28

FITB FIFTH THIRD BANCORP8.7K shares0.00%2026-06-302026-07-28

NOK NOKIA CORP36.7K sharesnew addition2026-06-302026-07-28

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.7K shares0.00%2026-06-302026-07-28

FMX FOMENTO ECONOMICO MEXICANO S3.7K shares-8.50%2026-06-302026-07-28

Sponsored

COP CONOCOPHILLIPS4.5K shares9.96%2026-06-302026-07-28

SE SEA LTD4.9K shares-41.09%2026-06-302026-07-28

IX ORIX CORP12.3K shares-23.98%2026-06-302026-07-28

UPS UNITED PARCEL SVCS INC4.3K shares-0.42%2026-06-302026-07-28

ENTG ENTEGRIS INC2.5K shares12.02%2026-06-302026-07-28

APOG APOGEE ENTERPRISES INC10.0K shares0.00%2026-06-302026-07-28

HD HOME DEPOT INC1.3K shares1.65%2026-06-302026-07-28

UFPI UFP INDUSTRIES INC5.0K shares0.00%2026-06-302026-07-28

Sponsored

HELO J P MORGAN EXCHANGE TRADED F6.7K shares11.46%2026-06-302026-07-28

BAC BANK OF AMER CORP7.9K shares3.22%2026-06-302026-07-28

SPXC SPX TECHNOLOGIES INC1.8K shares-6.37%2026-06-302026-07-28

SNPS SYNOPSYS INC968 sharesnew addition2026-06-302026-07-28

BIPC BROOKFIELD INFRASTRUCTURE CO11.2K shares11.37%2026-06-302026-07-28

MFC MANULIFE FINL CORP10.6K shares22.39%2026-06-302026-07-28

GLD SPDR GOLD TR1.1K shares0.00%2026-06-302026-07-28

PCVX VAXCYTE INC7.2K shares10.16%2026-06-302026-07-28

Sponsored

PEP PEPSICO INC3.1K shares0.00%2026-06-302026-07-28

WCN WASTE CONNECTIONS INC2.5K shares6.50%2026-06-302026-07-28

BBVA BANCO BILBAO VIZCAYA ARGENTA15.6K shares23.10%2026-06-302026-07-28

S&P GLOBAL INC S&P GLOBAL INC961 shares5.03%2026-06-302026-07-28

WST WEST PHARMACEUTICAL SVSC INC1.1K sharesnew addition2026-06-302026-07-28

LVHI LEGG MASON ETF INVT9.3K shares0.00%2026-06-302026-07-28

ABBVIE INC ABBVIE INC1.5K shares0.00%2026-06-302026-07-28

MSI MOTOROLA SOLUTIONS INC899 shares-1.32%2026-06-302026-07-28

Sponsored

WMT WALMART INC3.3K shares0.00%2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR1.9K shares0.00%2026-06-302026-07-28

MS MORGAN STANLEY1.7K shares2.35%2026-06-302026-07-28

MRVL MARVELL TECHNOLOGY INC1.2K shares-49.21%2026-06-302026-07-28

LPLA LPL FINL HLDGS INC1.2K shares13.77%2026-06-302026-07-28

UBS UBS GROUP AG6.9K sharesnew addition2026-06-302026-07-28

PG PROCTER & GAMBLE CO2.3K shares-30.03%2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP3.7K shares-0.41%2026-06-302026-07-28

Sponsored

MCD MCDONALDS CORP1.2K shares36.89%2026-06-302026-07-28

VEEV VEEVA SYS INC1.9K shares15.17%2026-06-302026-07-28

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A715 shares-31.97%2026-06-302026-07-28

MRK MERCK & CO INC2.5K shares0.00%2026-06-302026-07-28

NTAP NETAPP INC2.1K shares0.00%2026-06-302026-07-28

AEM AGNICO EAGLE MINES LTD2.1K shares-73.55%2026-06-302026-07-28

RWL INVESCO EXCH TRADED FD TR II2.5K shares0.00%2026-06-302026-07-28

FREEPORT MCMORAN INC FREEPORT MCMORAN INC5.1K shares6.13%2026-06-302026-07-28

Sponsored

CNI CANADIAN NATL RY CO2.7K sharesnew addition2026-06-302026-07-28

IFRA ISHARES TR4.9K shares0.00%2026-06-302026-07-28

XLRE SELECT SECTOR SPDR TR6.9K shares-26.51%2026-06-302026-07-28

XLF SELECT SECTOR SPDR TR5.6K shares7.01%2026-06-302026-07-28

MAR MARRIOTT INTL INC NEW812 shares0.00%2026-06-302026-07-28

AXP AMERICAN EXPRESS CO877 shares0.23%2026-06-302026-07-28

BAP CREDICORP LTD750 shares-8.76%2026-06-302026-07-28

XLE SELECT SECTOR SPDR TR5.4K shares-3.60%2026-06-302026-07-28

Sponsored

GILD GILEAD SCIENCES INC2.2K shares10.05%2026-06-302026-07-28

H HYATT HOTELS CORP1.4K shares0.00%2026-06-302026-07-28

MCO MOODYS CORP608 sharesnew addition2026-06-302026-07-28

SCI SERVICE CORP INTL3.6K shares10.27%2026-06-302026-07-28

CVLT COMMVAULT SYS INC1.9K sharesnew addition2026-06-302026-07-28

TYL TYLER TECHNOLOGIES INC928 shares27.65%2026-06-302026-07-28

WDS WOODSIDE ENERGY GROUP LTD13.9K shares35.26%2026-06-302026-07-28

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL2.8K shares4.64%2026-06-302026-07-28

Sponsored

LUMENTUM HLDGS INC LUMENTUM HLDGS INC310 shares3.33%2026-06-302026-07-28

CLS CELESTICA INC729 sharesnew addition2026-06-302026-07-28

NRG NRG ENERGY INC1.8K shares0.00%2026-06-302026-07-28

HLN HALEON PLC28.0K shares-9.02%2026-06-302026-07-28

FTRE FORTREA HLDGS INC15.0K shares0.00%2026-06-302026-07-28

GXO LOGISTICS INCORPORATED GXO LOGISTICS INCORPORATED5.0K shares-1.96%2026-06-302026-07-28

C CITIGROUP INC1.8K shares-13.61%2026-06-302026-07-28

PRM PERIMETER SOLUTIONS INC6.9K sharesnew addition2026-06-302026-07-28

Sponsored

BLACKROCK ETF TRUST BLACKROCK ETF TRUST8.8K sharesnew addition2026-06-302026-07-28

HWM HOWMET AEROSPACE INC890 shares-5.42%2026-06-302026-07-28

IWB ISHARES TR583 shares0.00%2026-06-302026-07-28

LEN LENNAR CORP2.6K shares0.00%2026-06-302026-07-28

NVS NOVARTIS AG1.4K shares-10.38%2026-06-302026-07-28

WORLD GOLD TR WORLD GOLD TR2.9K shares7.97%2026-06-302026-07-28

URI UNITED RENTALS INC200 sharesnew addition2026-06-302026-07-28

CMI CUMMINS INC312 sharesnew addition2026-06-302026-07-28

Sponsored

IWV ISHARES TR517 shares-5.14%2026-06-302026-07-28

SUNB SUNBELT RENTALS HOLDINGS INC2.9K sharesnew addition2026-06-302026-07-28

NTES NETEASE COM INC1.7K sharesnew addition2026-06-302026-07-28

DUHP DIMENSIONAL ETF TRUST5.0K sharesnew addition2026-06-302026-07-28

EFAV ISHARES TR2.3K shares0.00%2026-06-302026-07-28

OBE OBSIDIAN ENERGY LTD10.0K shares0.00%2026-06-302026-07-28

SPDR SERIES TRUST

309.67%

Shares1.1M

Event2026-06-30

Filed2026-07-28

IVW

ISHARES TR

98.26%

Shares280.9K

Event2026-06-30

Filed2026-07-28

EFG

ISHARES TR

85.25%

Shares296.9K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

-6.21%

Shares104.1K

Event2026-06-30

Filed2026-07-28

PVAL

PUTNAM ETF TRUST

66.75%

Shares582.3K

Event2026-06-30

Filed2026-07-28

BAI

BLACKROCK ETF TRUST

165.46%

Shares514.5K

Event2026-06-30

Filed2026-07-28

DYNF

BLACKROCK ETF TRUST

52.04%

Shares364.0K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-19.03%

Shares63.0K

Event2026-06-30

Filed2026-07-28

EFV

ISHARES TR

-40.14%

Shares267.3K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

-2.31%

Shares237.4K

Event2026-06-30

Filed2026-07-28

FDMO

FIDELITY COVINGTON TRUST

102.58%

Shares172.4K

Event2026-06-30

Filed2026-07-28

JQUA

J P MORGAN EXCHANGE TRADED F

8.25%

Shares224.9K

Event2026-06-30

Filed2026-07-28

IDHQ

INVESCO EXCH TRADED FD TR II

New

Shares322.6K

Event2026-06-30

Filed2026-07-28

BLCR

BLACKROCK ETF TRUST

126.35%

Shares262.2K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

-12.13%

Shares65.1K

Event2026-06-30

Filed2026-07-28

CORO

BLACKROCK ETF TRUST

New

Shares355.0K

Event2026-06-30

Filed2026-07-28

ECOW

PACER FDS TR

32.16%

Shares481.9K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

-10.89%

Shares33.9K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

-5.35%

Shares20.4K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-6.40%

Shares47.4K

Event2026-06-30

Filed2026-07-28

SHLD

GLOBAL X FDS

New

Shares187.1K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

-40.26%

Shares23.8K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

0.37%

Shares14.2K

Event2026-06-30

Filed2026-07-28

RSG

REPUBLIC SVCS INC

-34.06%

Shares40.6K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

-35.96%

Shares22.5K

Event2026-06-30

Filed2026-07-28

NVT

NVENT ELEC PLC

-29.00%

Shares49.0K

Event2026-06-30

Filed2026-07-28

VISA INC

-18.49%

Shares23.7K

Event2026-06-30

Filed2026-07-28

SYK

STRYKER CORPORATION

-28.03%

Shares25.0K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

20.25%

Shares21.1K

Event2026-06-30

Filed2026-07-28

GWW

WW GRAINGER INC

-26.03%

Shares5.2K

Event2026-06-30

Filed2026-07-28

CURTISS WRIGHT CORP

-21.99%

Shares9.3K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

3.22%

Shares21.5K

Event2026-06-30

Filed2026-07-28

ETN

EATON CORP PLC

-24.65%

Shares16.0K

Event2026-06-30

Filed2026-07-28

ICE

INTERCONTINENTAL EXCHANGE IN

-25.64%

Shares55.1K

Event2026-06-30

Filed2026-07-28

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-0.44%

Shares170.6K

Event2026-06-30

Filed2026-07-28

EME

EMCOR GROUP INC

-25.45%

Shares8.1K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

-0.35%

Shares8.8K

Event2026-06-30

Filed2026-07-28

AVEM

AMERICAN CENTY ETF TR

112.90%

Shares68.0K

Event2026-06-30

Filed2026-07-28

AME

AMETEK INC

-22.28%

Shares26.5K

Event2026-06-30

Filed2026-07-28

RBA

RB GLOBAL INC

-18.22%

Shares54.8K

Event2026-06-30

Filed2026-07-28

TJX

TJX COS INC NEW

-19.12%

Shares41.6K

Event2026-06-30

Filed2026-07-28

ITT

ITT INC

-22.75%

Shares31.7K

Event2026-06-30

Filed2026-07-28

TDY

TELEDYNE TECHNOLOGIES INC

-21.79%

Shares9.2K

Event2026-06-30

Filed2026-07-28

TXRH

TEXAS ROADHOUSE INC

-19.83%

Shares30.8K

Event2026-06-30

Filed2026-07-28

AJG

GALLAGHER ARTHUR J & CO

-15.10%

Shares25.4K

Event2026-06-30

Filed2026-07-28

WDEF

WISDOMTREE TR

-21.82%

Shares204.3K

Event2026-06-30

Filed2026-07-28

INGERSOLL RAND INC

-26.42%

Shares67.4K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

-23.73%

Shares15.6K

Event2026-06-30

Filed2026-07-28

PRIMERICA INC

-26.11%

Shares19.1K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

-7.07%

Shares74.7K

Event2026-06-30

Filed2026-07-28

DCI

DONALDSON INC

0.00%

Shares58.8K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

6.09%

Shares4.6K

Event2026-06-30

Filed2026-07-28

CASY

CASEYS GEN STORES INC

-20.82%

Shares6.6K

Event2026-06-30

Filed2026-07-28

APD

AIR PRODUCTS AND CHEMICALS I

-36.11%

Shares17.7K

Event2026-06-30

Filed2026-07-28

CSL

CARLISLE COS INC

-24.38%

Shares14.2K

Event2026-06-30

Filed2026-07-28

DRI

DARDEN RESTAURANTS INC

-31.27%

Shares24.1K

Event2026-06-30

Filed2026-07-28

SAIA

SAIA INC

-38.84%

Shares11.6K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

-33.49%

Shares33.3K

Event2026-06-30

Filed2026-07-28

CACI

CACI INTL INC

-15.18%

Shares10.2K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-10.35%

Shares9.8K

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES INC

-24.27%

Shares10.6K

Event2026-06-30

Filed2026-07-28

PARKER-HANNIFIN CORP

-44.53%

Shares4.6K

Event2026-06-30

Filed2026-07-28

FELE

FRANKLIN ELEC INC

-40.20%

Shares40.5K

Event2026-06-30

Filed2026-07-28

IQV

IQVIA HLDGS INC

-31.18%

Shares22.1K

Event2026-06-30

Filed2026-07-28

BRO

BROWN & BROWN INC

-23.87%

Shares66.2K

Event2026-06-30

Filed2026-07-28

WSO

WATSCO INC

-39.50%

Shares9.8K

Event2026-06-30

Filed2026-07-28

GGG

GRACO INC

-35.16%

Shares53.8K

Event2026-06-30

Filed2026-07-28

DECK

DECKERS OUTDOOR CORP

-36.32%

Shares40.7K

Event2026-06-30

Filed2026-07-28

THE CIGNA GROUP

-38.11%

Shares14.6K

Event2026-06-30

Filed2026-07-28

FAST

FASTENAL CO

-0.96%

Shares83.3K

Event2026-06-30

Filed2026-07-28

MMC

MARSH & MCLENNAN COS INC

-30.09%

Shares23.9K

Event2026-06-30

Filed2026-07-28

JACOBS SOLUTIONS INC

-35.08%

Shares31.1K

Event2026-06-30

Filed2026-07-28

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

New

Shares14.8K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

-49.46%

Shares24.9K

Event2026-06-30

Filed2026-07-28

ROP

ROPER TECHNOLOGIES INC

-34.46%

Shares11.5K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

-0.50%

Shares28.0K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

7.79%

Shares9.8K

Event2026-06-30

Filed2026-07-28

AECOM

New

Shares52.1K

Event2026-06-30

Filed2026-07-28

ALC

ALCON AG

-34.28%

Shares54.0K

Event2026-06-30

Filed2026-07-28

FDS

FACTSET RESH SYS INC

-34.84%

Shares15.6K

Event2026-06-30

Filed2026-07-28

ADP

AUTOMATIC DATA PROCESSING IN

-36.45%

Shares15.9K

Event2026-06-30

Filed2026-07-28

STE

STERIS PLC

-36.19%

Shares16.9K

Event2026-06-30

Filed2026-07-28

QUAL

ISHARES TR

-3.07%

Shares16.2K

Event2026-06-30

Filed2026-07-28

FBND

FIDELITY MERRIMACK STR TR

-2.67%

Shares77.9K

Event2026-06-30

Filed2026-07-28

FCN

FTI CONSULTING INC

-36.95%

Shares23.4K

Event2026-06-30

Filed2026-07-28

ENB

ENBRIDGE INC

-0.00%

Shares63.8K

Event2026-06-30

Filed2026-07-28

SERVICENOW INC

New

Shares34.2K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

-42.15%

Shares5.8K

Event2026-06-30

Filed2026-07-28

ASML

ASML HLDG NV

-32.63%

Shares1.7K

Event2026-06-30

Filed2026-07-28

ACCENTURE PLC IRELAND

7.95%

Shares26.8K

Event2026-06-30

Filed2026-07-28

BSX

BOSTON SCIENTIFIC CORP

2290.47%

Shares77.2K

Event2026-06-30

Filed2026-07-28

SSNC

SS&C TECH HLDGS

-35.02%

Shares52.7K

Event2026-06-30

Filed2026-07-28

TSCO

TRACTOR SUPPLY CO

-16.15%

Shares103.1K

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

2.93%

Shares38.7K

Event2026-06-30

Filed2026-07-28

FISERV INC

-35.42%

Shares64.6K

Event2026-06-30

Filed2026-07-28

BROADRIDGE FINL SOLUTIONS IN

-28.62%

Shares23.0K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

-22.60%

Shares6.3K

Event2026-06-30

Filed2026-07-28

MNST

MONSTER BEVERAGE CORP NEW

-26.13%

Shares32.5K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

26.51%

Shares6.0K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

4.41%

Shares11.0K

Event2026-06-30

Filed2026-07-28

USB

US BANCORP

0.01%

Shares49.9K

Event2026-06-30

Filed2026-07-28

LDOS

LEIDOS HOLDINGS INC

-28.47%

Shares29.1K

Event2026-06-30

Filed2026-07-28

HONEYWELL INTL INC

New

Shares13.1K

Event2026-06-30

Filed2026-07-28

SPGP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares23.9K

Event2026-06-30

Filed2026-07-28

HONEYWELL AEROSPACE INC

New

Shares13.1K

Event2026-06-30

Filed2026-07-28

CENTERPOINT ENERGY INC

10.03%

Shares65.5K

Event2026-06-30

Filed2026-07-28

GSK PLC

3.12%

Shares55.0K

Event2026-06-30

Filed2026-07-28

BAM

BROOKFIELD ASSET MANAGMT LTD

-24.69%

Shares63.1K

Event2026-06-30

Filed2026-07-28

ASTRAZENECA PLC

-21.47%

Shares14.5K

Event2026-06-30

Filed2026-07-28

DOX

AMDOCS LTD

-29.70%

Shares53.9K

Event2026-06-30

Filed2026-07-28

MEDTRONIC PLC

1.17%

Shares33.0K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

0.25%

Shares2.4K

Event2026-06-30

Filed2026-07-28

KDP

KEURIG DR PEPPER INC

10.10%

Shares76.7K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

0.04%

Shares30.2K

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRS INC

-3.28%

Shares8.0K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

1.28%

Shares6.6K

Event2026-06-30

Filed2026-07-28

GPC

GENUINE PARTS CO

32.10%

Shares20.1K

Event2026-06-30

Filed2026-07-28

NISOURCE INC

-1.35%

Shares49.3K

Event2026-06-30

Filed2026-07-28

BDX

BECTON DICKINSON & CO

-72.15%

Shares15.4K

Event2026-06-30

Filed2026-07-28

AON

AON PLC

-45.55%

Shares7.0K

Event2026-06-30

Filed2026-07-28

FICO

FAIR ISAAC CORP

-20.51%

Shares1.9K

Event2026-06-30

Filed2026-07-28

COR

CENCORA INC

30.11%

Shares8.1K

Event2026-06-30

Filed2026-07-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-06-30

Filed2026-07-28

CTAS

CINTAS CORP

-32.00%

Shares13.2K

Event2026-06-30

Filed2026-07-28

CNC

CENTENE CORP DEL

New

Shares34.6K

Event2026-06-30

Filed2026-07-28

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares219.3K

Event2026-06-30

Filed2026-07-28

ETR

ENTERGY CORP NEW

-15.05%

Shares18.5K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

0.88%

Shares49.7K

Event2026-06-30

Filed2026-07-28

GOF

GUGGENHEIM STRATEGIC OPPORTU

0.00%

Shares190.2K

Event2026-06-30

Filed2026-07-28

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

500.03%

Shares23.2K

Event2026-06-30

Filed2026-07-28

DOC

HEALTHPEAK PROPERTIES INC

1.53%

Shares93.1K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES GOLD TR

0.00%

Shares26.4K

Event2026-06-30

Filed2026-07-28

UBER

UBER TECHNOLOGIES INC

New

Shares27.4K

Event2026-06-30

Filed2026-07-28

IGA

VOYA GLBL ADV & PREM OPP FD

0.00%

Shares195.4K

Event2026-06-30

Filed2026-07-28

WEC

WEC ENERGY GROUP INC

3.49%

Shares16.4K

Event2026-06-30

Filed2026-07-28

IDEXX LABS INC

-31.52%

Shares3.6K

Event2026-06-30

Filed2026-07-28

DHR

DANAHER CORP DEL

131.79%

Shares10.0K

Event2026-06-30

Filed2026-07-28

AMT

AMERICAN TOWER CORP

3.83%

Shares11.5K

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK INC

2.31%

Shares2.0K

Event2026-06-30

Filed2026-07-28

EFX

EQUIFAX INC

378.12%

Shares11.8K

Event2026-06-30

Filed2026-07-28

RMD

RESMED INC

-64.95%

Shares9.5K

Event2026-06-30

Filed2026-07-28

WAT

WATERS CORP

9.80%

Shares4.9K

Event2026-06-30

Filed2026-07-28

THFF

FIRST FINANCIAL CORPORATION

0.00%

Shares23.7K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

300.02%

Shares22.0K

Event2026-06-30

Filed2026-07-28

CMCSA

COMCAST CORP NEW

3.13%

Shares72.0K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

-50.49%

Shares14.9K

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP NEW

-15.07%

Shares13.7K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

-31.94%

Shares1.4K

Event2026-06-30

Filed2026-07-28

DEERE & CO

-0.26%

Shares2.7K

Event2026-06-30

Filed2026-07-28

TDG

TRANSDIGM GROUP INC

-35.11%

Shares1.3K

Event2026-06-30

Filed2026-07-28

FIS

FIDELITY NATL INFORMATION SV

2.90%

Shares42.8K

Event2026-06-30

Filed2026-07-28

SPMB

SPDR SERIES TRUST

-3.17%

Shares74.3K

Event2026-06-30

Filed2026-07-28

CPRT

COPART INC

-46.42%

Shares58.5K

Event2026-06-30

Filed2026-07-28

FREL

FIDELITY COVINGTON TRUST

0.00%

Shares55.6K

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL INC

-29.61%

Shares4.1K

Event2026-06-30

Filed2026-07-28

HII

HUNTINGTON INGALLS INDS INC

0.31%

Shares5.8K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares27.2K

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELEC CO

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-28

TCAF

T ROWE PRICE EXCHANGE-TRADED

-26.01%

Shares39.2K

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

-59.40%

Shares15.6K

Event2026-06-30

Filed2026-07-28

EIX

EDISON INTL

-1.25%

Shares21.3K

Event2026-06-30

Filed2026-07-28

SYY

SYSCO CORP

2.52%

Shares18.6K

Event2026-06-30

Filed2026-07-28

PPL CORP

69.00%

Shares42.7K

Event2026-06-30

Filed2026-07-28

CYTOKINETICS INC

7.06%

Shares18.0K

Event2026-06-30

Filed2026-07-28

LAMR

LAMAR ADVERTISING CO

-52.14%

Shares9.7K

Event2026-06-30

Filed2026-07-28

PTC

PTC INC

10.12%

Shares13.0K

Event2026-06-30

Filed2026-07-28

GOVT

ISHARES TR

-2.01%

Shares63.6K

Event2026-06-30

Filed2026-07-28

AEE

AMEREN CORP

10.21%

Shares12.7K

Event2026-06-30

Filed2026-07-28

PDI

PIMCO DYNAMIC INCOME FD

0.00%

Shares85.2K

Event2026-06-30

Filed2026-07-28

OTIS

OTIS WORLDWIDE CORP

New

Shares19.1K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

-2.74%

Shares6.2K

Event2026-06-30

Filed2026-07-28

AMERIPRISE FINL INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

DOMINOS PIZZA INC

New

Shares4.4K

Event2026-06-30

Filed2026-07-28

INTU

INTUIT

-58.38%

Shares5.0K

Event2026-06-30

Filed2026-07-28

YUM

YUM BRANDS INC

10.21%

Shares8.1K

Event2026-06-30

Filed2026-07-28

GABELLI EQUITY TR INC

0.00%

Shares227.7K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

-1.63%

Shares1.1K

Event2026-06-30

Filed2026-07-28

RIV

RIVERNORTH OPPORTUNITIES FD

0.00%

Shares107.9K

Event2026-06-30

Filed2026-07-28

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares1.3K

Event2026-06-30

Filed2026-07-28

PHK

PIMCO HIGH INCOME FD

0.00%

Shares261.4K

Event2026-06-30

Filed2026-07-28

EVERSOURCE ENERGY

1.88%

Shares16.8K

Event2026-06-30

Filed2026-07-28

IBKR

INTERACTIVE BROKERS GROUP IN

-49.92%

Shares13.9K

Event2026-06-30

Filed2026-07-28

APGE

APOGEE THERAPEUTICS INC

10.25%

Shares9.1K

Event2026-06-30

Filed2026-07-28

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

NVR

NVR INC

-46.60%

Shares173

Event2026-06-30

Filed2026-07-28

PLAINS GP HLDGS L P

-1.03%

Shares48.1K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-28

PAYC

PAYCOM SOFTWARE INC

-50.66%

Shares9.2K

Event2026-06-30

Filed2026-07-28

ASCENDIS PHARMA A/S

New

Shares4.3K

Event2026-06-30

Filed2026-07-28

PRLB

PROTO LABS INC

16.09%

Shares14.0K

Event2026-06-30

Filed2026-07-28

BRW

SABA CAPITAL INCOME & OPRNT

0.00%

Shares172.8K

Event2026-06-30

Filed2026-07-28

CNQ

CANADIAN NAT RES LTD MED TER

43.45%

Shares28.1K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

3.43%

Shares12.2K

Event2026-06-30

Filed2026-07-28

XTEN

BONDBLOXX ETF TRUST

-34.60%

Shares24.2K

Event2026-06-30

Filed2026-07-28

HLT

HILTON WORLDWIDE HLDGS INC

-9.85%

Shares3.3K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

139.96%

Shares6.4K

Event2026-06-30

Filed2026-07-28

EAD

ALLSPRING INCOME OPPORTUNIT

0.00%

Shares162.9K

Event2026-06-30

Filed2026-07-28

DASH

DOORDASH INC

79.20%

Shares5.7K

Event2026-06-30

Filed2026-07-28

TMO

THERMO FISHER SCIENTIFIC INC

-52.42%

Shares2.1K

Event2026-06-30

Filed2026-07-28

NOC

NORTHROP GRUMMAN CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

KKR

KKR & CO INC

101.35%

Shares11.1K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

1.63%

Shares1.4K

Event2026-06-30

Filed2026-07-28

CVCO

CAVCO INDS INC DEL

-45.92%

Shares1.6K

Event2026-06-30

Filed2026-07-28

TGT

TARGET CORP

-2.71%

Shares7.5K

Event2026-06-30

Filed2026-07-28

HYT

BLACKROCK CORPOR HI YLD FD I

0.00%

Shares113.4K

Event2026-06-30

Filed2026-07-28

JPIB

J P MORGAN EXCHANGE TRADED F

-5.74%

Shares20.0K

Event2026-06-30

Filed2026-07-28

CBRE

CBRE GROUP INC

8.72%

Shares7.2K

Event2026-06-30

Filed2026-07-28

ATRC

ATRICURE INC

18.64%

Shares34.4K

Event2026-06-30

Filed2026-07-28

BANCO SANTANDER SA

-39.30%

Shares68.9K

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

0.21%

Shares939

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

2.02%

Shares6.7K

Event2026-06-30

Filed2026-07-28

BTZ

BLACKROCK CR ALLOCATION

0.00%

Shares89.3K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

-2.75%

Shares3.5K

Event2026-06-30

Filed2026-07-28

RIO

RIO TINTO PLC

-35.20%

Shares9.4K

Event2026-06-30

Filed2026-07-28

KLAC

KLA CORP

New

Shares2.9K

Event2026-06-30

Filed2026-07-28

ISD

PGIM HIGH YIELD BOND FUND IN

0.00%

Shares65.9K

Event2026-06-30

Filed2026-07-28

FTC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-28

ALNYLAM PHARMACEUTICALS INC

64.67%

Shares2.7K

Event2026-06-30

Filed2026-07-28

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

ANET

ARISTA NETWORKS INC

New

Shares4.7K

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

-0.21%

Shares8.2K

Event2026-06-30

Filed2026-07-28

MSCI

MSCI INC

151.71%

Shares1.4K

Event2026-06-30

Filed2026-07-28

BROOKFIELD CORP

-6.37%

Shares18.1K

Event2026-06-30

Filed2026-07-28

VLTO

VERALTO CORP

89.33%

Shares8.6K

Event2026-06-30

Filed2026-07-28

SUSA

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-28

LIVE NATION ENTERTAINMENT IN

1.56%

Shares4.1K

Event2026-06-30

Filed2026-07-28

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares21.6K

Event2026-06-30

Filed2026-07-28

FIX

COMFORT SYS USA INC

0.00%

Shares374

Event2026-06-30

Filed2026-07-28

RVTY

REVVITY INC

New

Shares6.6K

Event2026-06-30

Filed2026-07-28

HEI.A

HEICO CORP NEW

-2.66%

Shares2.9K

Event2026-06-30

Filed2026-07-28

GIS

GENERAL MILLS INC

44.69%

Shares20.8K

Event2026-06-30

Filed2026-07-28

LALT

FIRST TR EXCHNG TRADED FD VI

New

Shares30.0K

Event2026-06-30

Filed2026-07-28

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

MUFG

MITSUBISHI UFJ FINANCIAL GRO

-55.33%

Shares35.5K

Event2026-06-30

Filed2026-07-28

UNP

UNION PAC CORP

-90.69%

Shares2.6K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

7.96%

Shares3.8K

Event2026-06-30

Filed2026-07-28

HSBC

HSBC HLDGS PLC

-61.50%

Shares7.3K

Event2026-06-30

Filed2026-07-28

NOBL

PROSHARES TR

100.00%

Shares12.1K

Event2026-06-30

Filed2026-07-28

SPSC

SPS COMM INC

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-28

VMC

VULCAN MATLS CO

-9.14%

Shares2.2K

Event2026-06-30

Filed2026-07-28

ETHO

AMPLIFY ETF TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-28

SCHZ

SCHWAB STRATEGIC TR

39.90%

Shares28.2K

Event2026-06-30

Filed2026-07-28

MKL

MARKEL GROUP INC

-5.40%

Shares333

Event2026-06-30

Filed2026-07-28

CEF

SPROTT ASSET MANAGEMENT LP

-20.45%

Shares16.0K

Event2026-06-30

Filed2026-07-28

BUD

ANHEUSER BUSCH INBEV SA NV

New

Shares7.8K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

0.30%

Shares5.4K

Event2026-06-30

Filed2026-07-28

3M CO

-12.23%

Shares3.9K

Event2026-06-30

Filed2026-07-28

SONY

SONY GROUP CORP

-56.81%

Shares31.2K

Event2026-06-30

Filed2026-07-28

NXTG

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-28

AUR

AURORA INNOVATION INC

10.05%

Shares88.8K

Event2026-06-30

Filed2026-07-28

ERAS

ERASCA INC

9.97%

Shares32.9K

Event2026-06-30

Filed2026-07-28

BSY

BENTLEY SYS INC

8.73%

Shares19.6K

Event2026-06-30

Filed2026-07-28

HFSI

HARTFORD FDS EXCHANGE TRADED

-31.03%

Shares16.3K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

300.00%

Shares4.5K

Event2026-06-30

Filed2026-07-28

XEL

XCEL ENERGY INC

-12.37%

Shares6.8K

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

-5.56%

Shares1.3K

Event2026-06-30

Filed2026-07-28

USFD

US FOODS HLDG CORP

10.14%

Shares5.3K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

-22.70%

Shares1.4K

Event2026-06-30

Filed2026-07-28

XLV

SELECT SECTOR SPDR TR

-93.12%

Shares3.3K

Event2026-06-30

Filed2026-07-28

MLM

MARTIN MARIETTA MATLS INC

10.94%

Shares882

Event2026-06-30

Filed2026-07-28

KYMR

KYMERA THERAPEUTICS INC

10.47%

Shares4.4K

Event2026-06-30

Filed2026-07-28

SHEL

SHELL PLC

-14.36%

Shares6.4K

Event2026-06-30

Filed2026-07-28

ORLY

OREILLY AUTOMOTIVE INC

-21.57%

Shares5.4K

Event2026-06-30

Filed2026-07-28

RYAAY

RYANAIR HOLDINGS PLC

-33.65%

Shares7.6K

Event2026-06-30

Filed2026-07-28

WTW

WILLIS TOWERS WATSON PLC LTD

10.29%

Shares1.9K

Event2026-06-30

Filed2026-07-28

FITB

FIFTH THIRD BANCORP

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-28

NOK

NOKIA CORP

New

Shares36.7K

Event2026-06-30

Filed2026-07-28

NXP SEMICONDUCTORS N V

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-28

FMX

FOMENTO ECONOMICO MEXICANO S

-8.50%

Shares3.7K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

9.96%

Shares4.5K

Event2026-06-30

Filed2026-07-28

SEA LTD

-41.09%

Shares4.9K

Event2026-06-30

Filed2026-07-28

ORIX CORP

-23.98%

Shares12.3K

Event2026-06-30

Filed2026-07-28

UPS

UNITED PARCEL SVCS INC

-0.42%

Shares4.3K

Event2026-06-30

Filed2026-07-28

ENTG

ENTEGRIS INC

12.02%

Shares2.5K

Event2026-06-30

Filed2026-07-28

APOG

APOGEE ENTERPRISES INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

1.65%

Shares1.3K

Event2026-06-30

Filed2026-07-28

UFPI

UFP INDUSTRIES INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-28

HELO

J P MORGAN EXCHANGE TRADED F

11.46%

Shares6.7K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

3.22%

Shares7.9K

Event2026-06-30

Filed2026-07-28

SPXC

SPX TECHNOLOGIES INC

-6.37%

Shares1.8K

Event2026-06-30

Filed2026-07-28

SNPS

SYNOPSYS INC

New

Shares968

Event2026-06-30

Filed2026-07-28

BIPC

BROOKFIELD INFRASTRUCTURE CO

11.37%

Shares11.2K

Event2026-06-30

Filed2026-07-28

MFC

MANULIFE FINL CORP

22.39%

Shares10.6K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

PCVX

VAXCYTE INC

10.16%

Shares7.2K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-28

WCN

WASTE CONNECTIONS INC

6.50%

Shares2.5K

Event2026-06-30

Filed2026-07-28

BBVA

BANCO BILBAO VIZCAYA ARGENTA

23.10%

Shares15.6K

Event2026-06-30

Filed2026-07-28

S&P GLOBAL INC

5.03%

Shares961

Event2026-06-30

Filed2026-07-28

WST

WEST PHARMACEUTICAL SVSC INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-28

LVHI

LEGG MASON ETF INVT

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

MSI

MOTOROLA SOLUTIONS INC

-1.32%

Shares899

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY

2.35%

Shares1.7K

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY INC

-49.21%

Shares1.2K

Event2026-06-30

Filed2026-07-28

LPLA

LPL FINL HLDGS INC

13.77%

Shares1.2K

Event2026-06-30

Filed2026-07-28

UBS

UBS GROUP AG

New

Shares6.9K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-30.03%

Shares2.3K

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP

-0.41%

Shares3.7K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

36.89%

Shares1.2K

Event2026-06-30

Filed2026-07-28

VEEV

VEEVA SYS INC

15.17%

Shares1.9K

Event2026-06-30

Filed2026-07-28

SPOTIFY TECHNOLOGY S A

-31.97%

Shares715

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

NTAP

NETAPP INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-28

AEM

AGNICO EAGLE MINES LTD

-73.55%

Shares2.1K

Event2026-06-30

Filed2026-07-28

RWL

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

FREEPORT MCMORAN INC

6.13%

Shares5.1K

Event2026-06-30

Filed2026-07-28

CNI

CANADIAN NATL RY CO

New

Shares2.7K

Event2026-06-30

Filed2026-07-28

IFRA

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-28

XLRE

SELECT SECTOR SPDR TR

-26.51%

Shares6.9K

Event2026-06-30

Filed2026-07-28

XLF

SELECT SECTOR SPDR TR

7.01%

Shares5.6K

Event2026-06-30

Filed2026-07-28

MAR

MARRIOTT INTL INC NEW

0.00%

Shares812

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO

0.23%

Shares877

Event2026-06-30

Filed2026-07-28

BAP

CREDICORP LTD

-8.76%

Shares750

Event2026-06-30

Filed2026-07-28

XLE

SELECT SECTOR SPDR TR

-3.60%

Shares5.4K

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC

10.05%

Shares2.2K

Event2026-06-30

Filed2026-07-28

HYATT HOTELS CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

MCO

MOODYS CORP

New

Shares608

Event2026-06-30

Filed2026-07-28

SCI

SERVICE CORP INTL

10.27%

Shares3.6K

Event2026-06-30

Filed2026-07-28

CVLT

COMMVAULT SYS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

TYL

TYLER TECHNOLOGIES INC

27.65%

Shares928

Event2026-06-30

Filed2026-07-28

WDS

WOODSIDE ENERGY GROUP LTD

35.26%

Shares13.9K

Event2026-06-30

Filed2026-07-28

LIBERTY MEDIA CORP DEL

4.64%

Shares2.8K

Event2026-06-30

Filed2026-07-28

LUMENTUM HLDGS INC

3.33%

Shares310

Event2026-06-30

Filed2026-07-28

CLS

CELESTICA INC

New

Shares729

Event2026-06-30

Filed2026-07-28

NRG

NRG ENERGY INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

HLN

HALEON PLC

-9.02%

Shares28.0K

Event2026-06-30

Filed2026-07-28

FTRE

FORTREA HLDGS INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-28

GXO LOGISTICS INCORPORATED

-1.96%

Shares5.0K

Event2026-06-30

Filed2026-07-28

CITIGROUP INC

-13.61%

Shares1.8K

Event2026-06-30

Filed2026-07-28

PRM

PERIMETER SOLUTIONS INC

New

Shares6.9K

Event2026-06-30

Filed2026-07-28

BLACKROCK ETF TRUST

New

Shares8.8K

Event2026-06-30

Filed2026-07-28

HWM

HOWMET AEROSPACE INC

-5.42%

Shares890

Event2026-06-30

Filed2026-07-28

IWB

ISHARES TR

0.00%

Shares583

Event2026-06-30

Filed2026-07-28

LEN

LENNAR CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

NVS

NOVARTIS AG

-10.38%

Shares1.4K

Event2026-06-30

Filed2026-07-28

WORLD GOLD TR

7.97%

Shares2.9K

Event2026-06-30

Filed2026-07-28

URI

UNITED RENTALS INC

New

Shares200

Event2026-06-30

Filed2026-07-28

CMI

CUMMINS INC

New

Shares312

Event2026-06-30

Filed2026-07-28

IWV

ISHARES TR

-5.14%

Shares517

Event2026-06-30

Filed2026-07-28

SUNB

SUNBELT RENTALS HOLDINGS INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-28

NTES

NETEASE COM INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-28

DUHP

DIMENSIONAL ETF TRUST

New

Shares5.0K

Event2026-06-30

Filed2026-07-28

EFAV

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-28

OBE

OBSIDIAN ENERGY LTD

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available