Sponsored

The Analysis of MCDONALD PARTNERS LLC's Holdings & P&L

Currently, MCDONALD PARTNERS LLC holds 208 types of securities in its portfolio with a total value $424.0M. In the most recent quarter, they have increased their positions in N/A (+18.8K shares, valued at $5.4M), BMY (+83.2K shares, valued at $5.0M), PSX (+27.0K shares, valued at $4.9M); decreased their positions in NVDA (-2.9K shares, valued at $512.4K), RTX (-2.5K shares, valued at $477.8K), LQD (-4.0K shares, valued at $436.0K); initiated new positions in TXT (+51.0K shares, valued at $4.5M), YUM (+24.1K shares, valued at $3.7M), ROK (+10.0K shares, valued at $3.6M).

1M P&L

+8.6M+3.19%

3M P&L

+7.4M+2.74%

HY P&L

+27.6M+10.99%

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/A48.3M

18.8%

2Software - Infrastructure21.2M

8.3%

3Drug Manufacturers - General21.2M

8.3%

Top Industries by Stock Count

1N/A60 stocks

32.8%

2Specialty Industrial Machinery9 stocks

4.9%

3Drug Manufacturers - General7 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC60.5K shares41.29%2026-03-312026-05-15

MSFT MICROSOFT CORP36.6K shares23.04%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC37.6K shares1.52%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO41.6K shares41.71%2026-03-312026-05-15

LITE LUMENTUM HLDGS INC16.7K shares-0.92%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS17.3K shares32.98%2026-03-312026-05-15

ABBV ABBVIE INC40.4K shares102.30%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL17.8K shares-1.95%2026-03-312026-05-15

Sponsored

PSX PHILLIPS 6645.1K shares149.61%2026-03-312026-05-15

XOM EXXON MOBIL CORP46.1K shares148.27%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC65.5K shares151.51%2026-03-312026-05-15

ALPHABET INC ALPHABET INC25.8K shares268.83%2026-03-312026-05-15

RTX RTX CORPORATION37.0K shares-6.28%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON29.1K shares76.70%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS27.8K shares106.85%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO109.4K shares317.05%2026-03-312026-05-15

Sponsored

AMZN AMAZON COM INC30.2K shares173.52%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC12.4K shares87.86%2026-03-312026-05-15

ALPHABET INC ALPHABET INC20.3K shares180.98%2026-03-312026-05-15

COP CONOCOPHILLIPS43.7K shares426.86%2026-03-312026-05-15

AMGN AMGEN INC16.0K shares-0.29%2026-03-312026-05-15

BROADCOM INC BROADCOM INC16.7K shares12.13%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T7.8K shares-6.76%2026-03-312026-05-15

PNR PENTAIR PLC57.2K shares6.70%2026-03-312026-05-15

Sponsored

IUSG ISHARES TR32.0K shares-0.10%2026-03-312026-05-15

MWA MUELLER WTR PRODS INC178.4K shares17.18%2026-03-312026-05-15

NVDA NVIDIA CORPORATION26.7K shares-9.90%2026-03-312026-05-15

TXT TEXTRON INC51.0K sharesnew addition2026-03-312026-05-15

CVX CHEVRON CORPORATION21.0K shares-2.22%2026-03-312026-05-15

HON HONEYWELL INTL INC19.2K shares-1.33%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC12.4K shares-0.02%2026-03-312026-05-15

BAC BANK AMERICA CORP85.3K shares747.22%2026-03-312026-05-15

Sponsored

GE AEROSPACE GE AEROSPACE14.4K shares586.59%2026-03-312026-05-15

ORCL ORACLE CORP27.8K shares2.11%2026-03-312026-05-15

GILD GILEAD SCIENCES INC27.3K shares-3.52%2026-03-312026-05-15

YUM YUM BRANDS INC24.1K sharesnew addition2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW11.3K shares-1.09%2026-03-312026-05-15

ROK ROCKWELL AUTOMATION INC10.0K sharesnew addition2026-03-312026-05-15

SJM SMUCKER J M CO34.8K shares39.92%2026-03-312026-05-15

CSCO CISCO SYS INC42.2K shares-4.86%2026-03-312026-05-15

Sponsored

GS GOLDMAN SACHS GROUP INC3.8K shares-0.39%2026-03-312026-05-15

PGR PROGRESSIVE CORP15.9K shares31.94%2026-03-312026-05-15

AGG ISHARES TR30.1K shares73.60%2026-03-312026-05-15

CRH PLC CRH PLC28.2K shares-9.55%2026-03-312026-05-15

TSCO TRACTOR SUPPLY CO64.5K shares5.70%2026-03-312026-05-15

PFE PFIZER INC102.6K shares8.15%2026-03-312026-05-15

HD HOME DEPOT INC8.4K shares26.86%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS40.5K shares135.62%2026-03-312026-05-15

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F44.5K shares8.76%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR4.1K shares-0.07%2026-03-312026-05-15

CRM SALESFORCE INC12.5K sharesnew addition2026-03-312026-05-15

FCX FREEPORT MCMORAN INC39.2K shares1.61%2026-03-312026-05-15

RPM RPM INTL INC23.1K shares17.51%2026-03-312026-05-15

TXN TEXAS INSTRS INC11.6K shares0.00%2026-03-312026-05-15

JSMD JANUS DETROIT STR TR27.6K shares175.54%2026-03-312026-05-15

SPYG SPDR SERIES TRUST21.9K shares-1.13%2026-03-312026-05-15

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP9.6K shares-3.03%2026-03-312026-05-15

HELO J P MORGAN EXCHANGE TRADED F31.2K shares89.04%2026-03-312026-05-15

OXY OCCIDENTAL PETE CORP30.2K sharesnew addition2026-03-312026-05-15

CMI CUMMINS INC3.6K shares-15.04%2026-03-312026-05-15

QNITY ELECTRONICS INC QNITY ELECTRONICS INC16.7K shares319.16%2026-03-312026-05-15

ADBE ADOBE INC7.9K shares-0.23%2026-03-312026-05-15

BLACKROCK ETF TRUST BLACKROCK ETF TRUST52.8K sharesnew addition2026-03-312026-05-15

NDSN NORDSON CORP7.1K shares2.38%2026-03-312026-05-15

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F24.8K shares388.91%2026-03-312026-05-15

USMC PRINCIPAL EXCHANGE TRADED FD27.9K shares328.97%2026-03-312026-05-15

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC7.7K shares0.13%2026-03-312026-05-15

JEPQ J P MORGAN EXCHANGE TRADED F31.6K shares-6.93%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION13.2K shares1.90%2026-03-312026-05-15

ROKU ROKU INC18.3K shares3.11%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC14.3K shares0.32%2026-03-312026-05-15

T AT&T INC57.8K shares21.73%2026-03-312026-05-15

Sponsored

CF BANKSHARES INC CF BANKSHARES INC59.4K shares0.00%2026-03-312026-05-15

HBAN HUNTINGTON BANCSHARES INC105.3K shares-13.12%2026-03-312026-05-15

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC34.6K shares147.57%2026-03-312026-05-15

USB US BANCORP30.4K shares-6.99%2026-03-312026-05-15

SHY ISHARES TR18.8K shares63.38%2026-03-312026-05-15

JBND J P MORGAN EXCHANGE TRADED F28.9K shares140.51%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC7.4K shares3.71%2026-03-312026-05-15

LEAD SIREN ETF TR19.4K shares-6.56%2026-03-312026-05-15

Sponsored

HY HYSTER-YALE INC44.7K shares10.62%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.3K shares0.22%2026-03-312026-05-15

CAIE CALAMOS ETF TR56.7K shares3.09%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC14.3K shares-1.33%2026-03-312026-05-15

MPC MARATHON PETE CORP5.5K shares-0.90%2026-03-312026-05-15

USMV ISHARES TR14.5K shares0.00%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO5.3K shares6.96%2026-03-312026-05-15

VNLA JANUS DETROIT STR TR26.2K shares210.63%2026-03-312026-05-15

Sponsored

NEE NEXTERA ENERGY INC13.5K shares-0.71%2026-03-312026-05-15

QCOM QUALCOMM INC9.6K shares-6.86%2026-03-312026-05-15

PEP PEPSICO INC7.7K shares-4.64%2026-03-312026-05-15

KEY KEYCORP62.5K shares4.36%2026-03-312026-05-15

MSI MOTOROLA SOLUTIONS INC2.7K shares-1.79%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F21.8K shares151.80%2026-03-312026-05-15

GLW CORNING INC8.5K shares0.00%2026-03-312026-05-15

WDFC WD 40 CO5.7K shares0.00%2026-03-312026-05-15

Sponsored

XYL XYLEM INC9.6K shares-1.94%2026-03-312026-05-15

EQIN COLUMBIA ETF TR I23.4K shares35.68%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC22.4K shares-2.40%2026-03-312026-05-15

NFLX NETFLIX INC.11.3K shares-5.43%2026-03-312026-05-15

SILA SILA REALTY TRUST INC44.8K shares4.41%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC6.4K shares-2.32%2026-03-312026-05-15

MSGS MADISON SQUARE GRDN SPRT COR3.1K shares-6.99%2026-03-312026-05-15

SUN SUNOCO LP/SUNOCO FIN CORP15.1K shares-1.31%2026-03-312026-05-15

Sponsored

PKBK PARKE BANCORP INC33.4K shares0.00%2026-03-312026-05-15

QWLD SPDR INDEX SHS FDS6.6K shares1.30%2026-03-312026-05-15

AMBA AMBARELLA INC18.1K shares-2.43%2026-03-312026-05-15

WM WASTE MGMT INC DEL3.9K shares-1.94%2026-03-312026-05-15

FUMB FIRST TR EXCH TRADED FD III42.5K shares-1.16%2026-03-312026-05-15

LECO LINCOLN ELEC HLDGS INC3.4K shares-7.72%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC5.7K shares17.13%2026-03-312026-05-15

GNRC GENERAC HLDGS INC4.3K shares0.00%2026-03-312026-05-15

Sponsored

VO VANGUARD INDEX FDS2.8K shares100.65%2026-03-312026-05-15

VBR VANGUARD INDEX FDS3.6K shares5.01%2026-03-312026-05-15

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC6.9K shares-0.91%2026-03-312026-05-15

J JACOBS SOLUTIONS INC5.9K shares0.00%2026-03-312026-05-15

JMST J P MORGAN EXCHANGE TRADED F14.6K shares0.00%2026-03-312026-05-15

IT GARTNER INC4.6K shares0.00%2026-03-312026-05-15

ILMN ILLUMINA INC5.8K shares-1.14%2026-03-312026-05-15

HTGC HERCULES CAPITAL INC48.0K shares0.00%2026-03-312026-05-15

Sponsored

UHAL U HAUL HOLDING COMPANY14.4K shares0.70%2026-03-312026-05-15

JTEK J P MORGAN EXCHANGE TRADED F8.6K sharesnew addition2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC2.5K shares13.30%2026-03-312026-05-15

SPYV SPDR SERIES TRUST11.7K shares0.86%2026-03-312026-05-15

LLY ELI LILLY & CO678 shares0.00%2026-03-312026-05-15

ZTS ZOETIS INC5.2K shares-2.81%2026-03-312026-05-15

ACV VIRTUS DIVERSIFIED INCM & CO24.7K shares0.00%2026-03-312026-05-15

PDO PIMCO DYNAMIC INCOME OPRNTS46.0K shares0.00%2026-03-312026-05-15

Sponsored

TJX TJX COS INC NEW3.6K shares31.75%2026-03-312026-05-15

PG PROCTER & GAMBLE CO4.0K shares0.40%2026-03-312026-05-15

IVV ISHARES TR849 shares0.00%2026-03-312026-05-15

AFL AFLAC INC5.0K shares0.00%2026-03-312026-05-15

ABT ABBOTT LABORATORIES5.3K shares0.00%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP1.9K shares0.00%2026-03-312026-05-15

IRDM IRIDIUM COMMUNICATIONS INC19.5K shares10.94%2026-03-312026-05-15

ARCC ARES CAPITAL CORP30.0K shares19.54%2026-03-312026-05-15

Sponsored

BLACKSTONE INC BLACKSTONE INC4.7K shares-16.92%2026-03-312026-05-15

FMB FIRST TR EXCH TRADED FD III10.0K shares0.00%2026-03-312026-05-15

SHV ISHARES TR4.5K shares0.00%2026-03-312026-05-15

MCK MCKESSON CORP557 sharesnew addition2026-03-312026-05-15

RITM RITHM CAPITAL CORP50.9K shares0.00%2026-03-312026-05-15

AMAT APPLIED MATLS INC1.4K shares0.00%2026-03-312026-05-15

SCHP SCHWAB STRATEGIC TR17.8K shares90.11%2026-03-312026-05-15

ALPS ETF TR ALPS ETF TR9.0K shares0.00%2026-03-312026-05-15

Sponsored

PKG PACKAGING CORP AMER2.2K shares-10.94%2026-03-312026-05-15

CAT CATERPILLAR INC650 shares0.00%2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI13.5K shares35.00%2026-03-312026-05-15

VBK VANGUARD INDEX FDS1.5K shares32.30%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR8.9K shares55.91%2026-03-312026-05-15

GDDY GODADDY INC5.3K shares-1.86%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC3.3K shares-5.64%2026-03-312026-05-15

DIS DISNEY WALT CO4.4K shares-24.92%2026-03-312026-05-15

Sponsored

DE DEERE & CO751 shares0.00%2026-03-312026-05-15

QYLD GLOBAL X FDS24.5K shares0.00%2026-03-312026-05-15

PFFA ETFIS SER TR I20.0K shares0.00%2026-03-312026-05-15

KO COCA COLA CO5.3K shares-3.61%2026-03-312026-05-15

IWD ISHARES TR1.9K shares0.00%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC1.1K shares9.76%2026-03-312026-05-15

ADX ADAMS DIVERSIFIED EQUITY FD17.1K shares0.00%2026-03-312026-05-15

CCLD CARECLOUD INC101.2K shares-17.52%2026-03-312026-05-15

Sponsored

BUFZ FIRST TR EXCHNG TRADED FD VI14.0K shares21.74%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP410 shares-8.48%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION363 shares15.97%2026-03-312026-05-15

VB VANGUARD INDEX FDS1.4K shares31.23%2026-03-312026-05-15

FALN ISHARES TR13.3K shares0.00%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC1.7K shares0.00%2026-03-312026-05-15

FNCL FIDELITY COVINGTON TRUST5.0K shares-19.91%2026-03-312026-05-15

MCD MCDONALDS CORP1.1K shares-15.06%2026-03-312026-05-15

Sponsored

SPHY SPDR SERIES TRUST14.9K sharesnew addition2026-03-312026-05-15

CBTJ CALAMOS ETF TR18.4K shares52.20%2026-03-312026-05-15

SBUX STARBUCKS CORP3.8K shares5.71%2026-03-312026-05-15

HOG HARLEY DAVIDSON INC17.1K shares-11.89%2026-03-312026-05-15

WMT WALMART INC2.8K shares22.77%2026-03-312026-05-15

DRI DARDEN RESTAURANTS INC1.7K shares0.00%2026-03-312026-05-15

LQD ISHARES TR3.1K shares-56.51%2026-03-312026-05-15

OBDC BLUE OWL CAPITAL CORPORATION30.0K shares0.00%2026-03-312026-05-15

Sponsored

IYW ISHARES TR1.8K shares27.65%2026-03-312026-05-15

IAGG ISHARES TR6.5K sharesnew addition2026-03-312026-05-15

SONO SONOS INC23.3K shares-1.69%2026-03-312026-05-15

BDX BECTON DICKINSON & CO2.0K shares0.96%2026-03-312026-05-15

VTV VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-05-15

USA LIBERTY ALL STAR EQUITY FD55.1K shares0.00%2026-03-312026-05-15

GWW WW GRAINGER INC272 shares11.93%2026-03-312026-05-15

TMUS T-MOBILE US INC1.4K shares0.00%2026-03-312026-05-15

Sponsored

V VISA INC973 shares27.69%2026-03-312026-05-15

LOW LOWES COS INC1.2K shares-2.45%2026-03-312026-05-15

VUG VANGUARD INDEX FDS666 shares-3.34%2026-03-312026-05-15

EMR EMERSON ELEC CO2.2K shares0.00%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC1.7K shares0.00%2026-03-312026-05-15

SMH VANECK ETF TRUST737 shares1.80%2026-03-312026-05-15

IWP ISHARES TR2.2K shares0.00%2026-03-312026-05-15

FMNB FARMERS NATIONAL BANC CORP21.1K sharesnew addition2026-03-312026-05-15

Sponsored

PZT INVESCO EXCH TRADED FD TR II12.3K shares-41.37%2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION4.8K shares-10.50%2026-03-312026-05-15

FITB FIFTH THIRD BANCORP5.6K shares0.00%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR1.9K sharesnew addition2026-03-312026-05-15

VTI VANGUARD INDEX FDS776 shares6.16%2026-03-312026-05-15

VLO VALERO ENERGY CORP999 sharesnew addition2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR8.4K shares4.74%2026-03-312026-05-15

EFA ISHARES TR2.5K shares0.00%2026-03-312026-05-15

Sponsored

PFF ISHARES TR7.9K shares0.00%2026-03-312026-05-15

FPAG INVESTMENT MANAGERS SER TR I6.5K shares0.00%2026-03-312026-05-15

SHEL SHELL PLC2.5K sharesnew addition2026-03-312026-05-15

EXG EATON VANCE TAX-MANAGED GLOB26.5K shares53.85%2026-03-312026-05-15

CB CHUBB LTD SWITZ695 shares-38.39%2026-03-312026-05-15

IJR ISHARES TR1.7K shares0.00%2026-03-312026-05-15

BUFY FIRST TR EXCHNG TRADED FD VI9.0K sharesnew addition2026-03-312026-05-15

CNH CNH INDL N V13.4K shares-41.27%2026-03-312026-05-15

Sponsored

AAPL

APPLE INC

41.29%

Shares60.5K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

23.04%

Shares36.6K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

1.52%

Shares37.6K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

41.71%

Shares41.6K

Event2026-03-31

Filed2026-05-15

LITE

LUMENTUM HLDGS INC

-0.92%

Shares16.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

32.98%

Shares17.3K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

102.30%

Shares40.4K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-1.95%

Shares17.8K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

149.61%

Shares45.1K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

148.27%

Shares46.1K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

151.51%

Shares65.5K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

268.83%

Shares25.8K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-6.28%

Shares37.0K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

76.70%

Shares29.1K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

106.85%

Shares27.8K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

317.05%

Shares109.4K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

173.52%

Shares30.2K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

87.86%

Shares12.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

180.98%

Shares20.3K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

426.86%

Shares43.7K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-0.29%

Shares16.0K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

12.13%

Shares16.7K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-6.76%

Shares7.8K

Event2026-03-31

Filed2026-05-15

PNR

PENTAIR PLC

6.70%

Shares57.2K

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES TR

-0.10%

Shares32.0K

Event2026-03-31

Filed2026-05-15

MWA

MUELLER WTR PRODS INC

17.18%

Shares178.4K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-9.90%

Shares26.7K

Event2026-03-31

Filed2026-05-15

TXT

TEXTRON INC

New

Shares51.0K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-2.22%

Shares21.0K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

-1.33%

Shares19.2K

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC

-0.02%

Shares12.4K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

747.22%

Shares85.3K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

586.59%

Shares14.4K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

2.11%

Shares27.8K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

-3.52%

Shares27.3K

Event2026-03-31

Filed2026-05-15

YUM

YUM BRANDS INC

New

Shares24.1K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

-1.09%

Shares11.3K

Event2026-03-31

Filed2026-05-15

ROK

ROCKWELL AUTOMATION INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

SJM

SMUCKER J M CO

39.92%

Shares34.8K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-4.86%

Shares42.2K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-0.39%

Shares3.8K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

31.94%

Shares15.9K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

73.60%

Shares30.1K

Event2026-03-31

Filed2026-05-15

CRH PLC

-9.55%

Shares28.2K

Event2026-03-31

Filed2026-05-15

TSCO

TRACTOR SUPPLY CO

5.70%

Shares64.5K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

8.15%

Shares102.6K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

26.86%

Shares8.4K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

135.62%

Shares40.5K

Event2026-03-31

Filed2026-05-15

JEPI

J P MORGAN EXCHANGE TRADED F

8.76%

Shares44.5K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-0.07%

Shares4.1K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

New

Shares12.5K

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

1.61%

Shares39.2K

Event2026-03-31

Filed2026-05-15

RPM

RPM INTL INC

17.51%

Shares23.1K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-15

JSMD

JANUS DETROIT STR TR

175.54%

Shares27.6K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

-1.13%

Shares21.9K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-3.03%

Shares9.6K

Event2026-03-31

Filed2026-05-15

HELO

J P MORGAN EXCHANGE TRADED F

89.04%

Shares31.2K

Event2026-03-31

Filed2026-05-15

OXY

OCCIDENTAL PETE CORP

New

Shares30.2K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

-15.04%

Shares3.6K

Event2026-03-31

Filed2026-05-15

QNITY ELECTRONICS INC

319.16%

Shares16.7K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

-0.23%

Shares7.9K

Event2026-03-31

Filed2026-05-15

BLACKROCK ETF TRUST

New

Shares52.8K

Event2026-03-31

Filed2026-05-15

NDSN

NORDSON CORP

2.38%

Shares7.1K

Event2026-03-31

Filed2026-05-15

JIRE

J P MORGAN EXCHANGE TRADED F

388.91%

Shares24.8K

Event2026-03-31

Filed2026-05-15

USMC

PRINCIPAL EXCHANGE TRADED FD

328.97%

Shares27.9K

Event2026-03-31

Filed2026-05-15

FERGUSON ENTERPRISES INC

0.13%

Shares7.7K

Event2026-03-31

Filed2026-05-15

JEPQ

J P MORGAN EXCHANGE TRADED F

-6.93%

Shares31.6K

Event2026-03-31

Filed2026-05-15

JCI

JOHNSON CONTROLS INTERNATION

1.90%

Shares13.2K

Event2026-03-31

Filed2026-05-15

ROKU

ROKU INC

3.11%

Shares18.3K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

0.32%

Shares14.3K

Event2026-03-31

Filed2026-05-15

AT&T INC

21.73%

Shares57.8K

Event2026-03-31

Filed2026-05-15

CF BANKSHARES INC

0.00%

Shares59.4K

Event2026-03-31

Filed2026-05-15

HBAN

HUNTINGTON BANCSHARES INC

-13.12%

Shares105.3K

Event2026-03-31

Filed2026-05-15

DUPONT DE NEMOURS INC

147.57%

Shares34.6K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

-6.99%

Shares30.4K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

63.38%

Shares18.8K

Event2026-03-31

Filed2026-05-15

JBND

J P MORGAN EXCHANGE TRADED F

140.51%

Shares28.9K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

3.71%

Shares7.4K

Event2026-03-31

Filed2026-05-15

LEAD

SIREN ETF TR

-6.56%

Shares19.4K

Event2026-03-31

Filed2026-05-15

HYSTER-YALE INC

10.62%

Shares44.7K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

0.22%

Shares7.3K

Event2026-03-31

Filed2026-05-15

CAIE

CALAMOS ETF TR

3.09%

Shares56.7K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

-1.33%

Shares14.3K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

-0.90%

Shares5.5K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

6.96%

Shares5.3K

Event2026-03-31

Filed2026-05-15

VNLA

JANUS DETROIT STR TR

210.63%

Shares26.2K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

-0.71%

Shares13.5K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-6.86%

Shares9.6K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-4.64%

Shares7.7K

Event2026-03-31

Filed2026-05-15

KEY

KEYCORP

4.36%

Shares62.5K

Event2026-03-31

Filed2026-05-15

MSI

MOTOROLA SOLUTIONS INC

-1.79%

Shares2.7K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

151.80%

Shares21.8K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-15

WDFC

WD 40 CO

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-15

XYL

XYLEM INC

-1.94%

Shares9.6K

Event2026-03-31

Filed2026-05-15

EQIN

COLUMBIA ETF TR I

35.68%

Shares23.4K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

-2.40%

Shares22.4K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

-5.43%

Shares11.3K

Event2026-03-31

Filed2026-05-15

SILA

SILA REALTY TRUST INC

4.41%

Shares44.8K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

-2.32%

Shares6.4K

Event2026-03-31

Filed2026-05-15

MSGS

MADISON SQUARE GRDN SPRT COR

-6.99%

Shares3.1K

Event2026-03-31

Filed2026-05-15

SUN

SUNOCO LP/SUNOCO FIN CORP

-1.31%

Shares15.1K

Event2026-03-31

Filed2026-05-15

PKBK

PARKE BANCORP INC

0.00%

Shares33.4K

Event2026-03-31

Filed2026-05-15

QWLD

SPDR INDEX SHS FDS

1.30%

Shares6.6K

Event2026-03-31

Filed2026-05-15

AMBA

AMBARELLA INC

-2.43%

Shares18.1K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

-1.94%

Shares3.9K

Event2026-03-31

Filed2026-05-15

FUMB

FIRST TR EXCH TRADED FD III

-1.16%

Shares42.5K

Event2026-03-31

Filed2026-05-15

LECO

LINCOLN ELEC HLDGS INC

-7.72%

Shares3.4K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

17.13%

Shares5.7K

Event2026-03-31

Filed2026-05-15

GNRC

GENERAC HLDGS INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

100.65%

Shares2.8K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

5.01%

Shares3.6K

Event2026-03-31

Filed2026-05-15

APOLLO GLOBAL MGMT INC

-0.91%

Shares6.9K

Event2026-03-31

Filed2026-05-15

JACOBS SOLUTIONS INC

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-15

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares14.6K

Event2026-03-31

Filed2026-05-15

GARTNER INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-15

ILMN

ILLUMINA INC

-1.14%

Shares5.8K

Event2026-03-31

Filed2026-05-15

HTGC

HERCULES CAPITAL INC

0.00%

Shares48.0K

Event2026-03-31

Filed2026-05-15

UHAL

U HAUL HOLDING COMPANY

0.70%

Shares14.4K

Event2026-03-31

Filed2026-05-15

JTEK

J P MORGAN EXCHANGE TRADED F

New

Shares8.6K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

13.30%

Shares2.5K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

0.86%

Shares11.7K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

0.00%

Shares678

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC

-2.81%

Shares5.2K

Event2026-03-31

Filed2026-05-15

ACV

VIRTUS DIVERSIFIED INCM & CO

0.00%

Shares24.7K

Event2026-03-31

Filed2026-05-15

PDO

PIMCO DYNAMIC INCOME OPRNTS

0.00%

Shares46.0K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

31.75%

Shares3.6K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

0.40%

Shares4.0K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

0.00%

Shares849

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

IRDM

IRIDIUM COMMUNICATIONS INC

10.94%

Shares19.5K

Event2026-03-31

Filed2026-05-15

ARCC

ARES CAPITAL CORP

19.54%

Shares30.0K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

-16.92%

Shares4.7K

Event2026-03-31

Filed2026-05-15

FMB

FIRST TR EXCH TRADED FD III

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

New

Shares557

Event2026-03-31

Filed2026-05-15

RITM

RITHM CAPITAL CORP

0.00%

Shares50.9K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

SCHP

SCHWAB STRATEGIC TR

90.11%

Shares17.8K

Event2026-03-31

Filed2026-05-15

ALPS ETF TR

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-15

PKG

PACKAGING CORP AMER

-10.94%

Shares2.2K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

0.00%

Shares650

Event2026-03-31

Filed2026-05-15

BUFR

FIRST TR EXCHNG TRADED FD VI

35.00%

Shares13.5K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

32.30%

Shares1.5K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

55.91%

Shares8.9K

Event2026-03-31

Filed2026-05-15

GDDY

GODADDY INC

-1.86%

Shares5.3K

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

-5.64%

Shares3.3K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-24.92%

Shares4.4K

Event2026-03-31

Filed2026-05-15

DEERE & CO

0.00%

Shares751

Event2026-03-31

Filed2026-05-15

QYLD

GLOBAL X FDS

0.00%

Shares24.5K

Event2026-03-31

Filed2026-05-15

PFFA

ETFIS SER TR I

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-3.61%

Shares5.3K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

9.76%

Shares1.1K

Event2026-03-31

Filed2026-05-15

ADX

ADAMS DIVERSIFIED EQUITY FD

0.00%

Shares17.1K

Event2026-03-31

Filed2026-05-15

CCLD

CARECLOUD INC

-17.52%

Shares101.2K

Event2026-03-31

Filed2026-05-15

BUFZ

FIRST TR EXCHNG TRADED FD VI

21.74%

Shares14.0K

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP

-8.48%

Shares410

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

15.97%

Shares363

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

31.23%

Shares1.4K

Event2026-03-31

Filed2026-05-15

FALN

ISHARES TR

0.00%

Shares13.3K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

FNCL

FIDELITY COVINGTON TRUST

-19.91%

Shares5.0K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-15.06%

Shares1.1K

Event2026-03-31

Filed2026-05-15

SPHY

SPDR SERIES TRUST

New

Shares14.9K

Event2026-03-31

Filed2026-05-15

CBTJ

CALAMOS ETF TR

52.20%

Shares18.4K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

5.71%

Shares3.8K

Event2026-03-31

Filed2026-05-15

HOG

HARLEY DAVIDSON INC

-11.89%

Shares17.1K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

22.77%

Shares2.8K

Event2026-03-31

Filed2026-05-15

DRI

DARDEN RESTAURANTS INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

LQD

ISHARES TR

-56.51%

Shares3.1K

Event2026-03-31

Filed2026-05-15

OBDC

BLUE OWL CAPITAL CORPORATION

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-15

IYW

ISHARES TR

27.65%

Shares1.8K

Event2026-03-31

Filed2026-05-15

IAGG

ISHARES TR

New

Shares6.5K

Event2026-03-31

Filed2026-05-15

SONO

SONOS INC

-1.69%

Shares23.3K

Event2026-03-31

Filed2026-05-15

BDX

BECTON DICKINSON & CO

0.96%

Shares2.0K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

USA

LIBERTY ALL STAR EQUITY FD

0.00%

Shares55.1K

Event2026-03-31

Filed2026-05-15

GWW

WW GRAINGER INC

11.93%

Shares272

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

VISA INC

27.69%

Shares973

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-2.45%

Shares1.2K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

-3.34%

Shares666

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-15

DELL

DELL TECHNOLOGIES INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

1.80%

Shares737

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-15

FMNB

FARMERS NATIONAL BANC CORP

New

Shares21.1K

Event2026-03-31

Filed2026-05-15

PZT

INVESCO EXCH TRADED FD TR II

-41.37%

Shares12.3K

Event2026-03-31

Filed2026-05-15

CARR

CARRIER GLOBAL CORPORATION

-10.50%

Shares4.8K

Event2026-03-31

Filed2026-05-15

FITB

FIFTH THIRD BANCORP

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

New

Shares1.9K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

6.16%

Shares776

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

New

Shares999

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

4.74%

Shares8.4K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

PFF

ISHARES TR

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-15

FPAG

INVESTMENT MANAGERS SER TR I

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

EXG

EATON VANCE TAX-MANAGED GLOB

53.85%

Shares26.5K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

-38.39%

Shares695

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

BUFY

FIRST TR EXCHNG TRADED FD VI

New

Shares9.0K

Event2026-03-31

Filed2026-05-15

CNH

CNH INDL N V

-41.27%

Shares13.4K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available