Sponsored
The Analysis of McMillan Office, Inc.'s Holdings & P&L
Currently, McMillan Office, Inc. holds 500 types of securities in its portfolio with a total value $781.6M. In the most recent quarter, they have increased their positions in FITB (+166.1K shares, valued at $7.7M), N/A (+5.0M shares, valued at $5.0M), AMZN (+4.8K shares, valued at $1.0M); decreased their positions in PEP (-3.1K shares, valued at $486.7K), N/A (-3.3K shares, valued at $396.8K), WMT (-3.0K shares, valued at $372.8K); initiated new positions in FITB (+166.1K shares, valued at $7.7M), N/A (+9.8K shares, valued at $844.2K), VUG (+400 shares, valued at $174.7K).
1M P&L
+24.6M+4.23%
3M P&L
+42.1M+7.47%
HY P&L
+20.1M+3.44%
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
1Consumer Electronics87.7M
16.0%
2Drug Manufacturers - General53.8M
9.8%
3Software - Infrastructure45.0M
8.2%
Top Industries by Stock Count
1N/A51 stocks
12.4%
2Specialty Industrial Machinery13 stocks
3.2%
3Drug Manufacturers - General12 stocks
2.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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FIDELITY SMALL CAP GROWTH FD FIDELITY SMALL CAP GROWTH FD4.9K sharesnew addition2026-03-312026-04-23
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ALPHABET INC
-0.29%ALPHABET INC
Shares327.9K
Event2026-03-31
Filed2026-04-23
AAPL
0.39%APPLE INC
Shares345.6K
Event2026-03-31
Filed2026-04-23
ALPHABET INC
-0.31%ALPHABET INC
Shares180.3K
Event2026-03-31
Filed2026-04-23
INVESCO QQQ TR
-0.04%INVESCO QQQ TR
Shares76.5K
Event2026-03-31
Filed2026-04-23
MSFT
1.84%MICROSOFT CORP
Shares116.0K
Event2026-03-31
Filed2026-04-23
META
0.14%META PLATFORMS INC
Shares73.1K
Event2026-03-31
Filed2026-04-23
AMZN
3.41%AMAZON.COM INC
Shares146.2K
Event2026-03-31
Filed2026-04-23
ABBV
-0.16%ABBVIE INC
Shares78.7K
Event2026-03-31
Filed2026-04-23
RTX
-0.47%RTX CORPORATION
Shares85.5K
Event2026-03-31
Filed2026-04-23
XOM
-1.36%EXXON MOBIL CORP
Shares95.9K
Event2026-03-31
Filed2026-04-23
JPM
0.16%JPMORGAN CHASE & CO
Shares50.2K
Event2026-03-31
Filed2026-04-23
CSCO
-0.09%CISCO SYSTEMS INC
Shares161.4K
Event2026-03-31
Filed2026-04-23
JNJ
0.00%JOHNSON & JOHNSON
Shares49.3K
Event2026-03-31
Filed2026-04-23
AXP
-0.26%AMERICAN EXPRESS COMPANY
Shares38.1K
Event2026-03-31
Filed2026-04-23
PEP
-4.11%PEPSICO INC
Shares73.1K
Event2026-03-31
Filed2026-04-23
COF
0.00%CAPITAL ONE FINANCIAL CORP
Shares61.2K
Event2026-03-31
Filed2026-04-23
BAC
-0.92%BANK OF AMERICA CORP
Shares215.1K
Event2026-03-31
Filed2026-04-23
PFE
-3.58%PFIZER INC
Shares350.6K
Event2026-03-31
Filed2026-04-23
PG
-0.89%PROCTER & GAMBLE CO
Shares65.5K
Event2026-03-31
Filed2026-04-23
KO
-0.92%COCA COLA COMPANY
Shares118.9K
Event2026-03-31
Filed2026-04-23
FITB
NewFIFTH THIRD BANCORP
Shares166.1K
Event2026-03-31
Filed2026-04-23
GE AEROSPACE
0.40%GE AEROSPACE
Shares23.9K
Event2026-03-31
Filed2026-04-23
RBC FDS TR
472.46%RBC FDS TR
Shares6.0M
Event2026-03-31
Filed2026-04-23
CVX
-0.68%CHEVRON CORPORATION
Shares29.0K
Event2026-03-31
Filed2026-04-23
GEV
0.00%GE VERNOVA LLC
Shares5.8K
Event2026-03-31
Filed2026-04-23
ABT
0.00%ABBOTT LABORATORIES
Shares48.8K
Event2026-03-31
Filed2026-04-23
CARR
-2.40%CARRIER GLOBAL CORPORATION
Shares88.8K
Event2026-03-31
Filed2026-04-23
BMY
-1.60%BRISTOL MYERS SQUIBB CO
Shares80.2K
Event2026-03-31
Filed2026-04-23
PYPL
-4.00%PAYPAL HOLDINGS INC
Shares104.5K
Event2026-03-31
Filed2026-04-23
IVV
0.00%ISHARES CORE S&P 500 ETF
Shares6.9K
Event2026-03-31
Filed2026-04-23
BERKSHIRE HATHAWAY INC DEL
0.00%BERKSHIRE HATHAWAY INC DEL
Shares8.5K
Event2026-03-31
Filed2026-04-23
CRM
1.23%SALESFORCE INC
Shares21.5K
Event2026-03-31
Filed2026-04-23
NVO
-6.00%NOVO NORDISK A/S-ADR
Shares107.6K
Event2026-03-31
Filed2026-04-23
MERCK & CO INC
-9.35%MERCK & CO INC
Shares32.0K
Event2026-03-31
Filed2026-04-23
ALB
0.00%ALBEMARLE CORPORATION
Shares21.2K
Event2026-03-31
Filed2026-04-23
WMT
-9.16%WALMART INC
Shares29.8K
Event2026-03-31
Filed2026-04-23
IBM
-1.61%INTERNATIONAL BUSINESS
Shares15.2K
Event2026-03-31
Filed2026-04-23
CL
0.00%COLGATE PALMOLIVE COMPANY
Shares42.0K
Event2026-03-31
Filed2026-04-23
CTVA
0.00%CORTEVA INC
Shares42.3K
Event2026-03-31
Filed2026-04-23
OTIS
-5.24%OTIS WORLDWIDE CORPORATION
Shares42.5K
Event2026-03-31
Filed2026-04-23
LLY
0.94%ELI LILLY & CO
Shares3.6K
Event2026-03-31
Filed2026-04-23
AMP
0.00%AMERIPRISE FINL INC
Shares7.2K
Event2026-03-31
Filed2026-04-23
EMR
0.00%EMERSON ELECTRIC CO
Shares23.4K
Event2026-03-31
Filed2026-04-23
SYF
0.00%SYNCHRONY FINANCIAL
Shares42.6K
Event2026-03-31
Filed2026-04-23
CTSH
-0.64%COGNIZANT TECHNOLOGY SOLUTIONS
Shares46.9K
Event2026-03-31
Filed2026-04-23
NEE
0.00%NEXTERA ENERGY INC
Shares30.1K
Event2026-03-31
Filed2026-04-23
KMB
-8.32%KIMBERLY CLARK CORPORATION
Shares27.5K
Event2026-03-31
Filed2026-04-23
MEDTRONIC PLC
-1.06%MEDTRONIC PLC
Shares28.5K
Event2026-03-31
Filed2026-04-23
TXN
4.39%TEXAS INSTRUMENTS INCORPORATED
Shares11.9K
Event2026-03-31
Filed2026-04-23
QNITY ELECTRONICS INC
-0.36%QNITY ELECTRONICS INC
Shares19.0K
Event2026-03-31
Filed2026-04-23
MCD
0.00%MCDONALDS CORP
Shares7.0K
Event2026-03-31
Filed2026-04-23
CB
0.00%CHUBB LTD
Shares6.5K
Event2026-03-31
Filed2026-04-23
FTEC
0.00%FIDELITY COVINGTON TR
Shares10.0K
Event2026-03-31
Filed2026-04-23
AMGN
0.00%AMGEN INC
Shares5.5K
Event2026-03-31
Filed2026-04-23
DRI
0.00%DARDEN RESTAURANTS INC
Shares9.9K
Event2026-03-31
Filed2026-04-23
LORD ABBETT U S GOVERNMENT
-10.70%LORD ABBETT U S GOVERNMENT
Shares1.9M
Event2026-03-31
Filed2026-04-23
MMM
-2.27%3M COMPANY
Shares12.0K
Event2026-03-31
Filed2026-04-23
DUPONT DE NEMOURS INC
-0.44%DUPONT DE NEMOURS INC
Shares37.7K
Event2026-03-31
Filed2026-04-23
UNP
0.00%UNION PACIFIC CORP
Shares6.8K
Event2026-03-31
Filed2026-04-23
SYK
0.00%STRYKER CORP
Shares4.9K
Event2026-03-31
Filed2026-04-23
ADP
0.00%AUTOMATIC DATA PROCESSING INC
Shares7.8K
Event2026-03-31
Filed2026-04-23
NVDA
20.39%NVIDIA CORP
Shares9.1K
Event2026-03-31
Filed2026-04-23
WH
0.00%WYNDHAM HOTELS & RESORTS INC
Shares19.4K
Event2026-03-31
Filed2026-04-23
GIS
-0.97%GENERAL MILLS INC
Shares41.0K
Event2026-03-31
Filed2026-04-23
HON
0.00%HONEYWELL INTL INC
Shares6.5K
Event2026-03-31
Filed2026-04-23
LINDE PLC
0.00%LINDE PLC
Shares3.0K
Event2026-03-31
Filed2026-04-23
VZ
-1.43%VERIZON COMMUNICATIONS
Shares27.5K
Event2026-03-31
Filed2026-04-23
HD
0.00%HOME DEPOT INC
Shares3.9K
Event2026-03-31
Filed2026-04-23
SPGI
0.00%S&P GLOBAL INC
Shares3.0K
Event2026-03-31
Filed2026-04-23
VBK
-3.47%VANGUARD INDEX FUNDS
Shares4.2K
Event2026-03-31
Filed2026-04-23
GS
0.00%GOLDMAN SACHS GROUP INC
Shares1.4K
Event2026-03-31
Filed2026-04-23
CITIGROUP INC
0.00%CITIGROUP INC
Shares10.6K
Event2026-03-31
Filed2026-04-23
VPU
0.00%VANGUARD SECTOR INDEX FDS
Shares6.0K
Event2026-03-31
Filed2026-04-23
MU
0.29%MICRON TECHNOLOGY INC
Shares3.5K
Event2026-03-31
Filed2026-04-23
DOW
-4.88%DOW INC
Shares26.6K
Event2026-03-31
Filed2026-04-23
TSLA
19.81%TESLA INC
Shares3.0K
Event2026-03-31
Filed2026-04-23
YUM
-7.34%YUM BRANDS INC
Shares6.8K
Event2026-03-31
Filed2026-04-23
TNL
-1.08%TRAVEL LEISURE CO
Shares14.7K
Event2026-03-31
Filed2026-04-23
VANGUARD MUN BOND FUND INC
0.00%VANGUARD MUN BOND FUND INC
Shares74.0K
Event2026-03-31
Filed2026-04-23
CLX
-9.34%CLOROX CO
Shares9.7K
Event2026-03-31
Filed2026-04-23
BWA
0.00%BORG WARNER AUTOMOTIVE INC
Shares18.0K
Event2026-03-31
Filed2026-04-23
ORLY
0.00%O REILLY AUTOMOTIVE INC
Shares10.5K
Event2026-03-31
Filed2026-04-23
ITW
0.00%ILLINOIS TOOL WORKS INC
Shares3.4K
Event2026-03-31
Filed2026-04-23
ALL
0.00%ALLSTATE CORP
Shares4.3K
Event2026-03-31
Filed2026-04-23
EW
0.00%EDWARDS LIFESCIENCES CORP
Shares10.9K
Event2026-03-31
Filed2026-04-23
T
-4.45%AT&T INC
Shares29.8K
Event2026-03-31
Filed2026-04-23
LOW
0.00%LOWES COMPANIES INC
Shares3.6K
Event2026-03-31
Filed2026-04-23
PINNACLE FINANCIAL PARTNERS
NewPINNACLE FINANCIAL PARTNERS
Shares9.8K
Event2026-03-31
Filed2026-04-23
HUM
0.00%HUMANA INC
Shares4.8K
Event2026-03-31
Filed2026-04-23
XYZ
-2.57%BLOCK INC
Shares13.7K
Event2026-03-31
Filed2026-04-23
COST
0.00%COSTCO WHOLESALE CORP-NEW
Shares820
Event2026-03-31
Filed2026-04-23
ZBH
-5.08%ZIMMER BIOMET HOLDINGS INC
Shares8.7K
Event2026-03-31
Filed2026-04-23
EBAY
0.00%EBAY INC
Shares8.6K
Event2026-03-31
Filed2026-04-23
DUKE ENERGY CORPORATION
0.00%DUKE ENERGY CORPORATION
Shares5.9K
Event2026-03-31
Filed2026-04-23
STZ
0.00%CONSTELLATION BRANDS INC
Shares5.1K
Event2026-03-31
Filed2026-04-23
IWR
0.00%ISHARES RUSSELL MID CAP ETF
Shares7.7K
Event2026-03-31
Filed2026-04-23
NXP
0.00%NUVEEN SELECT TAX FREE INCOME
Shares52.0K
Event2026-03-31
Filed2026-04-23
BRK.A
0.00%BERKSHIRE HATHAWAY INC-DEL
Shares1
Event2026-03-31
Filed2026-04-23
USB
0.00%US BANCORP DEL
Shares13.8K
Event2026-03-31
Filed2026-04-23
FIDELITY GROWTH COMPANY FUND
0.00%FIDELITY GROWTH COMPANY FUND
Shares15.2K
Event2026-03-31
Filed2026-04-23
DIS
-0.04%WALT DISNEY CO
Shares7.3K
Event2026-03-31
Filed2026-04-23
L
0.00%LOEWS CORPORATION
Shares6.5K
Event2026-03-31
Filed2026-04-23
CAH
0.00%CARDINAL HEALTH INC
Shares3.1K
Event2026-03-31
Filed2026-04-23
SNAP
-1.24%SNAP INC
Shares135.5K
Event2026-03-31
Filed2026-04-23
ADBE
0.00%ADOBE INC
Shares2.4K
Event2026-03-31
Filed2026-04-23
AMAL
0.00%AMALGAMATED FINANCIAL CORP
Shares15.0K
Event2026-03-31
Filed2026-04-23
ROK
0.00%ROCKWELL AUTOMATION INC
Shares1.6K
Event2026-03-31
Filed2026-04-23
VTRS
-2.46%VIATRIS INC
Shares41.4K
Event2026-03-31
Filed2026-04-23
GEHC
-0.57%GE HEALTHCARE TECHNOLOGIES INC
Shares7.8K
Event2026-03-31
Filed2026-04-23
DTE
0.00%DTE ENERGY COMPANY
Shares3.8K
Event2026-03-31
Filed2026-04-23
DOV
0.00%DOVER CORPORATION
Shares2.6K
Event2026-03-31
Filed2026-04-23
CTAS
0.00%CINTAS CORP
Shares3.2K
Event2026-03-31
Filed2026-04-23
PAYX
0.00%PAYCHEX INC
Shares5.7K
Event2026-03-31
Filed2026-04-23
MUSA
0.00%MURPHY USA INC
Shares1.1K
Event2026-03-31
Filed2026-04-23
V
0.00%VISA INC
Shares1.7K
Event2026-03-31
Filed2026-04-23
MTD
0.00%METTLER-TOLEDO INTERNATIONAL
Shares400
Event2026-03-31
Filed2026-04-23
ARISTA NETWORKS INC
0.00%ARISTA NETWORKS INC
Shares4.0K
Event2026-03-31
Filed2026-04-23
VB
0.00%VANGUARD INDEX FUNDS
Shares1.9K
Event2026-03-31
Filed2026-04-23
BDX
-2.60%BECTON DICKINSON & CO
Shares3.1K
Event2026-03-31
Filed2026-04-23
CIGNA GROUP (THE)
0.00%CIGNA GROUP (THE)
Shares1.8K
Event2026-03-31
Filed2026-04-23
EFA
0.00%ISHARES MSCI EAFE ETF
Shares4.8K
Event2026-03-31
Filed2026-04-23
BK
0.00%BANK NEW YORK MELLON CORP
Shares3.9K
Event2026-03-31
Filed2026-04-23
D
0.00%DOMINION ENERGY INC
Shares7.4K
Event2026-03-31
Filed2026-04-23
ORCL
0.00%ORACLE CORPORATION
Shares3.1K
Event2026-03-31
Filed2026-04-23
VGSH
0.00%VANGUARD SCOTTSDALE FUNDS
Shares7.7K
Event2026-03-31
Filed2026-04-23
BLACKSTONE INC
0.00%BLACKSTONE INC
Shares3.9K
Event2026-03-31
Filed2026-04-23
MPC
75.00%MARATHON PETE CORP
Shares1.8K
Event2026-03-31
Filed2026-04-23
WAT
43.58%WATERS CORP
Shares1.4K
Event2026-03-31
Filed2026-04-23
MDY
0.00%STATE STREET SPDR S&P MIDCAP
Shares670
Event2026-03-31
Filed2026-04-23
GRUMA SAB DE CV
0.00%GRUMA SAB DE CV
Shares25.6K
Event2026-03-31
Filed2026-04-23
GSK PLC
0.00%GSK PLC
Shares7.2K
Event2026-03-31
Filed2026-04-23
AMD
0.00%ADVANCED MICRO DEVICES INC
Shares2.0K
Event2026-03-31
Filed2026-04-23
IWM
0.00%ISHARES RUSSELL 2000 ETF
Shares1.6K
Event2026-03-31
Filed2026-04-23
CAT
0.54%CATERPILLAR INC
Shares559
Event2026-03-31
Filed2026-04-23
ENB
0.00%ENBRIDGE INC
Shares7.2K
Event2026-03-31
Filed2026-04-23
WY
0.00%WEYERHAEUSER CO
Shares15.8K
Event2026-03-31
Filed2026-04-23
TEVA
0.00%TEVA PHARMACEUTICAL
Shares12.7K
Event2026-03-31
Filed2026-04-23
NFLX
22.28%NETFLIX INC
Shares3.9K
Event2026-03-31
Filed2026-04-23
BROADCOM INC
15.50%BROADCOM INC
Shares1.2K
Event2026-03-31
Filed2026-04-23
PNC
-34.52%PNC FINANCIAL SVCS GROUP INC
Shares1.7K
Event2026-03-31
Filed2026-04-23
GILD
0.00%GILEAD SCIENCES INC
Shares2.5K
Event2026-03-31
Filed2026-04-23
QCOM
0.00%QUALCOMM INC
Shares2.7K
Event2026-03-31
Filed2026-04-23
LCTX
0.00%LINEAGE CELL THERAPEUTICS INC
Shares216.0K
Event2026-03-31
Filed2026-04-23
KLIC
-13.56%KULICKE & SOFFA INDUSTRIES INC
Shares5.1K
Event2026-03-31
Filed2026-04-23
NOMURA EMERGING MARKETS FUND
0.00%NOMURA EMERGING MARKETS FUND
Shares9.4K
Event2026-03-31
Filed2026-04-23
FIDELITY SELECT
0.00%FIDELITY SELECT
Shares7.1K
Event2026-03-31
Filed2026-04-23
GLW
0.00%CORNING INC
Shares2.4K
Event2026-03-31
Filed2026-04-23
NEM
0.00%NEWMONT CORPORATION
Shares3.0K
Event2026-03-31
Filed2026-04-23
SLB
-10.74%SLB LIMITED
Shares6.2K
Event2026-03-31
Filed2026-04-23
CC
-1.36%CHEMOURS COMPANY (THE)
Shares14.5K
Event2026-03-31
Filed2026-04-23
MA
0.00%MASTERCARD INCORPORATED
Shares635
Event2026-03-31
Filed2026-04-23
WFC
0.00%WELLS FARGO & CO
Shares4.0K
Event2026-03-31
Filed2026-04-23
STT
0.00%STATE STREET CORP
Shares2.5K
Event2026-03-31
Filed2026-04-23
SCHW
0.00%CHARLES SCHWAB CORP NEW
Shares3.3K
Event2026-03-31
Filed2026-04-23
PINS
-4.99%PINTEREST INC
Shares16.8K
Event2026-03-31
Filed2026-04-23
BOX
-1.52%BOX INC
Shares13.0K
Event2026-03-31
Filed2026-04-23
BA
0.00%BOEING CO
Shares1.5K
Event2026-03-31
Filed2026-04-23
THE GABELLI DIVIDEND & INCOME
0.00%THE GABELLI DIVIDEND & INCOME
Shares16.0K
Event2026-03-31
Filed2026-04-23
FBIN
0.00%FORTUNE BRANDS INNOVATIONS INC
Shares7.3K
Event2026-03-31
Filed2026-04-23
WSBC
0.00%WESBANCO INC
Shares8.3K
Event2026-03-31
Filed2026-04-23
BR
0.00%BROADRIDGE FINANCIAL SOLUTIONS
Shares1.7K
Event2026-03-31
Filed2026-04-23
COP
0.00%CONOCOPHILLIPS
Shares2.1K
Event2026-03-31
Filed2026-04-23
UNH
0.00%UNITEDHEALTH GROUP INC
Shares1.0K
Event2026-03-31
Filed2026-04-23
DTM
0.00%DT MIDSTREAM INC
Shares2.0K
Event2026-03-31
Filed2026-04-23
SO
0.00%SOUTHERN CO
Shares2.8K
Event2026-03-31
Filed2026-04-23
KR
0.00%KROGER CO (THE)
Shares3.6K
Event2026-03-31
Filed2026-04-23
PHIN
0.00%PHINIA INC
Shares3.6K
Event2026-03-31
Filed2026-04-23
ORSTED A S
0.00%ORSTED A S
Shares30.0K
Event2026-03-31
Filed2026-04-23
CRWV
-6.06%COREWEAVE INC
Shares3.1K
Event2026-03-31
Filed2026-04-23
IJR
0.00%ISHARES CORE S&P SMALL CAP ETF
Shares1.9K
Event2026-03-31
Filed2026-04-23
VESTAS WIND SYSTEMS AS
0.00%VESTAS WIND SYSTEMS AS
Shares24.0K
Event2026-03-31
Filed2026-04-23
ADM
0.00%ARCHER-DANIELS-MIDLAND CO
Shares3.1K
Event2026-03-31
Filed2026-04-23
APA CORPORATION
-3.67%APA CORPORATION
Shares5.3K
Event2026-03-31
Filed2026-04-23
AFL
0.00%AFLAC INC
Shares2.0K
Event2026-03-31
Filed2026-04-23
SIVR
0.00%ABRDN SILVER ETF TRUST
Shares3.0K
Event2026-03-31
Filed2026-04-23
JCI
0.00%JOHNSON CONTROLS
Shares1.6K
Event2026-03-31
Filed2026-04-23
BIIB
0.00%BIOGEN INC
Shares1.1K
Event2026-03-31
Filed2026-04-23
SBUX
0.00%STARBUCKS CORP
Shares2.3K
Event2026-03-31
Filed2026-04-23
SOLV
-2.17%SOLVENTUM CORPORATION
Shares3.1K
Event2026-03-31
Filed2026-04-23
NSC
-30.00%NORFOLK SOUTHERN CORP
Shares700
Event2026-03-31
Filed2026-04-23
FIDELITY SALEM STR TR
0.00%FIDELITY SALEM STR TR
Shares843
Event2026-03-31
Filed2026-04-23
TJX
0.00%TJX COMPANIES INC NEW
Shares1.2K
Event2026-03-31
Filed2026-04-23
ADSK
0.00%AUTODESK INC
Shares800
Event2026-03-31
Filed2026-04-23
SYY
0.00%SYSCO CORP
Shares2.6K
Event2026-03-31
Filed2026-04-23
SRE
0.00%SEMPRA
Shares1.9K
Event2026-03-31
Filed2026-04-23
SHEL
-21.53%SHELL PLC
Shares2.0K
Event2026-03-31
Filed2026-04-23
TRV
0.00%THE TRAVELERS COMPANIES INC
Shares625
Event2026-03-31
Filed2026-04-23
STNE
0.00%STONECO LTD
Shares12.9K
Event2026-03-31
Filed2026-04-23
PH
0.00%PARKER HANNIFIN CORP
Shares200
Event2026-03-31
Filed2026-04-23
YUMC
-7.57%YUM CHINA HOLDINGS INC
Shares3.7K
Event2026-03-31
Filed2026-04-23
VUG
NewVANGUARD INDEX FUNDS
Shares400
Event2026-03-31
Filed2026-04-23
CSX
0.00%CSX CORPORATION
Shares4.2K
Event2026-03-31
Filed2026-04-23
ROP
0.00%ROPER TECHNOLOGIES INC
Shares485
Event2026-03-31
Filed2026-04-23
FIDELITY SMALL CAP GROWTH FD
NewFIDELITY SMALL CAP GROWTH FD
Shares4.9K
Event2026-03-31
Filed2026-04-23
PPA
0.00%INVESCO EXCHANGE-TRADED FD TR
Shares1.0K
Event2026-03-31
Filed2026-04-23
LMT
0.00%LOCKHEED MARTIN CORP
Shares270
Event2026-03-31
Filed2026-04-23
NVS
0.00%NOVARTIS AG
Shares1.1K
Event2026-03-31
Filed2026-04-23
APD
0.00%AIR PRODUCTS & CHEMICALS INC
Shares532
Event2026-03-31
Filed2026-04-23
VANGUARD INDEX TR
0.00%VANGUARD INDEX TR
Shares979
Event2026-03-31
Filed2026-04-23
JPM-PL
0.00%JPMORGAN CHASE & CO
Shares8.0K
Event2026-03-31
Filed2026-04-23
CHE
0.00%CHEMED CORPORATION
Shares400
Event2026-03-31
Filed2026-04-23
GLD
0.00%SPDR GOLD TR
Shares350
Event2026-03-31
Filed2026-04-23
HMC
0.00%HONDA MOTOR CO LTD
Shares6.0K
Event2026-03-31
Filed2026-04-23
FIDELITY OTC PORTFOLIO
0.00%FIDELITY OTC PORTFOLIO
Shares6.1K
Event2026-03-31
Filed2026-04-23
TFX
0.00%TELEFLEX INC
Shares1.2K
Event2026-03-31
Filed2026-04-23
TG
0.00%TREDEGAR CORPORATION
Shares17.9K
Event2026-03-31
Filed2026-04-23
VTWO
0.00%VANGUARD RUSSELL 2000
Shares1.4K
Event2026-03-31
Filed2026-04-23
PHR
6.45%PHREESIA INC
Shares16.5K
Event2026-03-31
Filed2026-04-23
SHW
0.00%SHERWIN WILLIAMS CO
Shares420
Event2026-03-31
Filed2026-04-23
VRTX
0.00%VERTEX PHARMACEUTICALS INC
Shares300
Event2026-03-31
Filed2026-04-23
GPI
0.00%GROUP 1 AUTOMOTIVE INC
Shares400
Event2026-03-31
Filed2026-04-23
ITA
0.00%ISHARES TRUST
Shares600
Event2026-03-31
Filed2026-04-23
GWW
-51.44%W W GRAINGER INC
Shares118
Event2026-03-31
Filed2026-04-23
NUVERA COMMUNICATIONS INC
-7.25%NUVERA COMMUNICATIONS INC
Shares9.6K
Event2026-03-31
Filed2026-04-23
SOLSTICE ADVANCED MATERIALS
0.00%SOLSTICE ADVANCED MATERIALS
Shares1.6K
Event2026-03-31
Filed2026-04-23
TM
0.00%TOYOTA MOTOR CORPORATION
Shares600
Event2026-03-31
Filed2026-04-23
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares204
Event2026-03-31
Filed2026-04-23
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares616
Event2026-03-31
Filed2026-04-23
MS-PO
0.00%MORGAN STANLEY
Shares7.0K
Event2026-03-31
Filed2026-04-23
AMAT
0.00%APPLIED MATERIALS INC
Shares350
Event2026-03-31
Filed2026-04-23
AN
0.00%AUTONATION INC DEL
Shares600
Event2026-03-31
Filed2026-04-23
EEM
0.00%ISHARES MSCI EMERGING MARKETS
Shares2.0K
Event2026-03-31
Filed2026-04-23
WCM FOCUSED INTERNATIONAL
0.00%WCM FOCUSED INTERNATIONAL
Shares4.6K
Event2026-03-31
Filed2026-04-23
RDDT
0.00%REDDIT INC
Shares840
Event2026-03-31
Filed2026-04-23
TROW
0.00%PRICE T ROWE GROUP INC
Shares1.3K
Event2026-03-31
Filed2026-04-23
WBD
-2.84%WARNER BROS DISCOVERY INC
Shares4.1K
Event2026-03-31
Filed2026-04-23
LNT
0.00%ALLIANT ENERGY CORPORATION
Shares1.5K
Event2026-03-31
Filed2026-04-23
CPRT
0.00%COPART INC
Shares3.3K
Event2026-03-31
Filed2026-04-23
FIDELITY NASDAQ COMPOSITE
0.00%FIDELITY NASDAQ COMPOSITE
Shares390
Event2026-03-31
Filed2026-04-23
FCPT
0.00%FOUR CORNERS PROPERTY TRUST
Shares4.5K
Event2026-03-31
Filed2026-04-23
GHC
0.00%GRAHAM HOLDINGS COMPANY
Shares100
Event2026-03-31
Filed2026-04-23
TSCO
16.30%TRACTOR SUPPLY CO
Shares2.3K
Event2026-03-31
Filed2026-04-23
ADI
0.00%ANALOG DEVICES INC
Shares324
Event2026-03-31
Filed2026-04-23
MAS
0.00%MASCO CORP
Shares1.7K
Event2026-03-31
Filed2026-04-23
IBB
0.00%ISHARES TR
Shares600
Event2026-03-31
Filed2026-04-23
PSX
0.00%PHILLIPS 66
Shares552
Event2026-03-31
Filed2026-04-23
CHTR
0.00%CHARTER COMMUNICATIONS INC
Shares465
Event2026-03-31
Filed2026-04-23
LNC
0.00%LINCOLN NATIONAL CORP-IND
Shares2.8K
Event2026-03-31
Filed2026-04-23
NOC
0.00%NORTHROP GRUMMAN CORP
Shares142
Event2026-03-31
Filed2026-04-23
IJH
0.00%ISHARES CORE S&P MID CAP ETF
Shares1.4K
Event2026-03-31
Filed2026-04-23
SOFTBANK GROUP CORP
300.00%SOFTBANK GROUP CORP
Shares4.0K
Event2026-03-31
Filed2026-04-23
DGX
0.00%QUEST DIAGNOSTICS INC
Shares486
Event2026-03-31
Filed2026-04-23
T ROWE PRICE INSTITUTIONAL
0.00%T ROWE PRICE INSTITUTIONAL
Shares10.3K
Event2026-03-31
Filed2026-04-23
FEDERAL AGRICULTURE MTG CORP
0.00%FEDERAL AGRICULTURE MTG CORP
Shares5.3K
Event2026-03-31
Filed2026-04-23
FIDELITY SELECT MEDICAL
0.00%FIDELITY SELECT MEDICAL
Shares1.8K
Event2026-03-31
Filed2026-04-23
HLN
0.00%HALEON PLC
Shares9.1K
Event2026-03-31
Filed2026-04-23
NYLI MACKAY HIGH YIELD MUNI
0.00%NYLI MACKAY HIGH YIELD MUNI
Shares7.7K
Event2026-03-31
Filed2026-04-23
MCHP
0.00%MICROCHIP TECHNOLOGY INC
Shares1.4K
Event2026-03-31
Filed2026-04-23
ORI
-22.33%OLD REPUBLIC INTL CORP
Shares2.2K
Event2026-03-31
Filed2026-04-23
CRH PUBLIC LIMITED COMPANY
0.00%CRH PUBLIC LIMITED COMPANY
Shares800
Event2026-03-31
Filed2026-04-23
HHH
0.00%HOWARD HUGHES HOLDINGS
Shares1.3K
Event2026-03-31
Filed2026-04-23
LYFT
0.00%LYFT INC
Shares5.8K
Event2026-03-31
Filed2026-04-23
BANK OF AMERICA CORPORATION
0.00%BANK OF AMERICA CORPORATION
Shares4.0K
Event2026-03-31
Filed2026-04-23
JPM-PK
0.00%JPMORGAN CHASE & CO
Shares4.0K
Event2026-03-31
Filed2026-04-23
HSY
0.00%HERSHEY COMPANY (THE)
Shares358
Event2026-03-31
Filed2026-04-23
TOTALENERGIES SE
0.00%TOTALENERGIES SE
Shares779
Event2026-03-31
Filed2026-04-23
ETSY
-12.50%ETSY INC
Shares1.4K
Event2026-03-31
Filed2026-04-23
WFC-PC
0.00%WELLS FARGO & COMPANY
Shares4.0K
Event2026-03-31
Filed2026-04-23
EIX
0.00%EDISON INTERNATIONAL
Shares920
Event2026-03-31
Filed2026-04-23
AEP
0.00%AMERICAN ELECTRIC POWER
Shares511
Event2026-03-31
Filed2026-04-23
DHR
0.00%DANAHER CORPORATION
Shares350
Event2026-03-31
Filed2026-04-23
PLTR
29.50%PALANTIR TECHNOLOGIES INC
Shares439
Event2026-03-31
Filed2026-04-23
MBC
0.00%MASTERBRAND INC
Shares7.7K
Event2026-03-31
Filed2026-04-23
FDX
0.00%FEDEX CORP
Shares175
Event2026-03-31
Filed2026-04-23
DE
0.00%DEERE & CO
Shares110
Event2026-03-31
Filed2026-04-23
VXF
0.00%VANGUARD INDEX FUNDS
Shares301
Event2026-03-31
Filed2026-04-23
TGT
0.00%TARGET CORP
Shares500
Event2026-03-31
Filed2026-04-23
PGR
0.00%PROGRESSIVE CORP-OHIO
Shares305
Event2026-03-31
Filed2026-04-23
ECG
0.00%EVERUS CONSTRUCTION GROUP
Shares506
Event2026-03-31
Filed2026-04-23
MARVELL TECHNOLOGY INC
0.00%MARVELL TECHNOLOGY INC
Shares600
Event2026-03-31
Filed2026-04-23
BAC-PQ
0.00%BANK OF AMERICA CORPORATION
Shares3.4K
Event2026-03-31
Filed2026-04-23
BE
0.00%BLOOM ENERGY CORPORATION
Shares426
Event2026-03-31
Filed2026-04-23
WFC-PA
0.00%WELLS FARGO & COMPANY
Shares3.0K
Event2026-03-31
Filed2026-04-23
OXY
0.00%OCCIDENTAL PETE CORP
Shares850
Event2026-03-31
Filed2026-04-23
DHI
0.00%D R HORTON INC
Shares400
Event2026-03-31
Filed2026-04-23
BKNG
62.50%BOOKING HOLDINGS INC
Shares13
Event2026-03-31
Filed2026-04-23
AIR
66.67%AAR CORP
Shares500
Event2026-03-31
Filed2026-04-23
BLD
0.00%TOPBUILD CORP
Shares154
Event2026-03-31
Filed2026-04-23
JBHT
0.00%JB HUNT TRANSPORT SERVICES INC
Shares250
Event2026-03-31
Filed2026-04-23
BAC-PO
0.00%BANK OF AMERICA CORPORATION
Shares3.0K
Event2026-03-31
Filed2026-04-23
MAT
0.00%MATTEL INC
Shares3.6K
Event2026-03-31
Filed2026-04-23
PM
0.00%PHILIP MORRIS INTERNATIONAL
Shares310
Event2026-03-31
Filed2026-04-23
AMERICAN CENTURY HERITAGE FD
0.00%AMERICAN CENTURY HERITAGE FD
Shares2.6K
Event2026-03-31
Filed2026-04-23
WM
0.00%WASTE MANAGEMENT INC DEL
Shares219
Event2026-03-31
Filed2026-04-23
CMG
416.67%CHIPOTLE MEXICAN GRILL INC
Shares1.6K
Event2026-03-31
Filed2026-04-23
TD
0.00%BANQUE TORONTO DOMINION
Shares531
Event2026-03-31
Filed2026-04-23
IEX
0.00%IDEX CORP
Shares261
Event2026-03-31
Filed2026-04-23
IMPAX SUSTAINABLE ALLOCATION
0.00%IMPAX SUSTAINABLE ALLOCATION
Shares1.9K
Event2026-03-31
Filed2026-04-23
IWF
0.00%ISHARES RUSSELL 1000 GROWTH
Shares111
Event2026-03-31
Filed2026-04-23
DON
0.00%WISDOMTREE TRUST
Shares900
Event2026-03-31
Filed2026-04-23
BAX
0.00%BAXTER INTERNATIONAL INC
Shares2.8K
Event2026-03-31
Filed2026-04-23
KN
0.00%KNOWLES CORPORATION
Shares1.8K
Event2026-03-31
Filed2026-04-23
DOCS
-9.30%DOXIMITY INC
Shares1.9K
Event2026-03-31
Filed2026-04-23
MFS GROWTH FUND
0.00%MFS GROWTH FUND
Shares282
Event2026-03-31
Filed2026-04-23
MS
0.00%MORGAN STANLEY
Shares267
Event2026-03-31
Filed2026-04-23
IBN
0.00%ICICI BANK LTD
Shares1.6K
Event2026-03-31
Filed2026-04-23
ES
0.00%EVERSOURCE ENERGY
Shares611
Event2026-03-31
Filed2026-04-23
MDU
0.00%MDU RESOURCES GROUP INC
Shares2.0K
Event2026-03-31
Filed2026-04-23
INTC
0.00%INTEL CORP
Shares950
Event2026-03-31
Filed2026-04-23
KNF
0.00%KNIFE RIVER CORPORATION
Shares506
Event2026-03-31
Filed2026-04-23
LYB
0.00%LYONDELLBASELL INDUSTRIES
Shares500
Event2026-03-31
Filed2026-04-23
CNC
0.00%CENTENE CORP DEL
Shares1.2K
Event2026-03-31
Filed2026-04-23
IMO
0.00%COMPAGNIE PETROLIERE IMPERIALE
Shares300
Event2026-03-31
Filed2026-04-23
SEAGATE TECHNOLOGY HOLDINGS
NewSEAGATE TECHNOLOGY HOLDINGS
Shares100
Event2026-03-31
Filed2026-04-23
INCOME FUND OF AMERICA INC
0.00%INCOME FUND OF AMERICA INC
Shares1.4K
Event2026-03-31
Filed2026-04-23
SW
0.00%SMURFIT WESTROCK PLC
Shares911
Event2026-03-31
Filed2026-04-23
KD
-2.13%KYNDRYL HOLDINGS INC
Shares2.8K
Event2026-03-31
Filed2026-04-23
WAB
0.00%WABTEC CORP
Shares143
Event2026-03-31
Filed2026-04-23
CPB
0.00%CAMPBELL S COMPANY (THE)
Shares1.6K
Event2026-03-31
Filed2026-04-23
EMN
0.00%EASTMAN CHEMICAL CO
Shares450
Event2026-03-31
Filed2026-04-23
CANADIAN PACIFIC KANSAS CITY
0.00%CANADIAN PACIFIC KANSAS CITY
Shares425
Event2026-03-31
Filed2026-04-23
NVEC
0.00%NVE CORPORATION
Shares500
Event2026-03-31
Filed2026-04-23
CLEARBRIDGE SELECT FUND
0.00%CLEARBRIDGE SELECT FUND
Shares591
Event2026-03-31
Filed2026-04-23
TOTO LTD
NewTOTO LTD
Shares1.0K
Event2026-03-31
Filed2026-04-23
REZI
0.00%RESIDEO TECHNOLOGIES INC
Shares943
Event2026-03-31
Filed2026-04-23
WOR
0.00%WORTHINGTON ENTERPRISES INC
Shares600
Event2026-03-31
Filed2026-04-23
ORANY
0.00%ORANGE
Shares1.5K
Event2026-03-31
Filed2026-04-23
USB-PQ
0.00%U S BANCORP
Shares2.0K
Event2026-03-31
Filed2026-04-23
GLP
0.00%GLOBAL PARTNERS LP
Shares700
Event2026-03-31
Filed2026-04-23
THG
0.00%HANOVER INSURANCE GROUP INC
Shares168
Event2026-03-31
Filed2026-04-23
TFC
0.00%TRUIST FINANCIAL CORPORATION
Shares629
Event2026-03-31
Filed2026-04-23
MAR
0.00%MARRIOTT INTERNATIONAL
Shares88
Event2026-03-31
Filed2026-04-23
OI
0.00%O I GLASS INC
Shares2.7K
Event2026-03-31
Filed2026-04-23
HITACHI LTD
0.00%HITACHI LTD
Shares1.0K
Event2026-03-31
Filed2026-04-23
VANGUARD BD INDEX FDS
0.00%VANGUARD BD INDEX FDS
Shares599
Event2026-03-31
Filed2026-04-23
MITSUBISHI HEAVY INDS LTD
NewMITSUBISHI HEAVY INDS LTD
Shares1.0K
Event2026-03-31
Filed2026-04-23
CIEN
0.00%CIENA CORPORATION
Shares70
Event2026-03-31
Filed2026-04-23
PLD
0.00%PROLOGIS INC
Shares191
Event2026-03-31
Filed2026-04-23
COTY
-20.41%COTY INC
Shares12.4K
Event2026-03-31
Filed2026-04-23
SHIN ETSU CHEMICAL CO LTD
0.00%SHIN ETSU CHEMICAL CO LTD
Shares1.3K
Event2026-03-31
Filed2026-04-23
RESN
0.00%MURATA MANUFACTURING CO LTD
Shares2.3K
Event2026-03-31
Filed2026-04-23
SNY
0.00%SANOFI
Shares500
Event2026-03-31
Filed2026-04-23
APLD
0.00%APPLIED DIGITAL CORPORATION
Shares1.0K
Event2026-03-31
Filed2026-04-23
F
0.00%FORD MOTOR CO
Shares2.0K
Event2026-03-31
Filed2026-04-23
GROWTH FUND OF AMERICA (THE)
0.00%GROWTH FUND OF AMERICA (THE)
Shares300
Event2026-03-31
Filed2026-04-23
CMCSA
0.00%COMCAST CORP
Shares748
Event2026-03-31
Filed2026-04-23
MET
0.00%METLIFE INC
Shares300
Event2026-03-31
Filed2026-04-23
OMC
0.00%OMNICOM GROUP INC
Shares276
Event2026-03-31
Filed2026-04-23
FRFHF
0.00%FAIRFAX FINANCIAL HOLDINGS
Shares12
Event2026-03-31
Filed2026-04-23
MIDD
0.00%MIDDLEBY CORP
Shares150
Event2026-03-31
Filed2026-04-23
ACCENTURE PLC IRELAND
0.00%ACCENTURE PLC IRELAND
Shares100
Event2026-03-31
Filed2026-04-23
HIG
0.00%HARTFORD INSURANCE GROUP INC
Shares144
Event2026-03-31
Filed2026-04-23
COLUMBIA SELIGMAN
0.00%COLUMBIA SELIGMAN
Shares117
Event2026-03-31
Filed2026-04-23
FAST RETAILING CO LTD
NewFAST RETAILING CO LTD
Shares500
Event2026-03-31
Filed2026-04-23
TSN
0.00%TYSON FOODS INC-CL A
Shares300
Event2026-03-31
Filed2026-04-23
LEA
0.00%LEAR CORPORATION
Shares158
Event2026-03-31
Filed2026-04-23
SPG
0.00%SIMON PROPERTY GROUP INC
Shares102
Event2026-03-31
Filed2026-04-23
NI
0.00%NISOURCE INC
Shares400
Event2026-03-31
Filed2026-04-23
WS
0.00%WORTHINGTON STEEL INC
Shares600
Event2026-03-31
Filed2026-04-23
SHOP
0.00%SHOPIFY INC
Shares150
Event2026-03-31
Filed2026-04-23
VEU
0.00%VANGUARD INTL EQUITY INDEX FDS ALLWRLD
Shares236
Event2026-03-31
Filed2026-04-23
FCX
0.00%FREEPORT MCMORAN INC
Shares294
Event2026-03-31
Filed2026-04-23
AMT
0.00%AMERICAN TOWER CORPORATION
Shares100
Event2026-03-31
Filed2026-04-23
XYL
0.00%XYLEM INC
Shares144
Event2026-03-31
Filed2026-04-23
LAM RESEARCH CORPORATION
0.00%LAM RESEARCH CORPORATION
Shares80
Event2026-03-31
Filed2026-04-23
JPM-PC
0.00%JPMORGAN CHASE & CO
Shares666
Event2026-03-31
Filed2026-04-23
HXL
0.00%HEXCEL CORP NEW
Shares204
Event2026-03-31
Filed2026-04-23
DELL
NewDELL TECHNOLOGIES INC
Shares100
Event2026-03-31
Filed2026-04-23
INTERMEDIATE BOND FUND OF
0.00%INTERMEDIATE BOND FUND OF
Shares1.3K
Event2026-03-31
Filed2026-04-23
SANDOZ GROUP AG
0.00%SANDOZ GROUP AG
Shares213
Event2026-03-31
Filed2026-04-23
SPY
0.00%STATE STREET SPDR S&P 500 ETF
Shares25
Event2026-03-31
Filed2026-04-23
XPO
0.00%XPO INC
Shares83
Event2026-03-31
Filed2026-04-23
INVESCO MUNICIPAL INCOME
0.00%INVESCO MUNICIPAL INCOME
Shares1.4K
Event2026-03-31
Filed2026-04-23
MDLZ
0.00%MONDELEZ INTERNATIONAL INC
Shares274
Event2026-03-31
Filed2026-04-23
FE
0.00%FIRSTENERGY CORP
Shares311
Event2026-03-31
Filed2026-04-23
NGVT
0.00%INGEVITY CORPORATION
Shares216
Event2026-03-31
Filed2026-04-23
DFIN
0.00%DONNELLEY FINANCIAL SOLUTIONS
Shares325
Event2026-03-31
Filed2026-04-23
AJINOMOTO INC
NewAJINOMOTO INC
Shares500
Event2026-03-31
Filed2026-04-23
NVT
0.00%NVENT ELECTRIC PLC
Shares125
Event2026-03-31
Filed2026-04-23
SMOG
0.00%VANECK ETF TRUST
Shares105
Event2026-03-31
Filed2026-04-23
NTRS
0.00%NORTHERN TRUST CORP
Shares100
Event2026-03-31
Filed2026-04-23
MO
0.00%ALTRIA GROUP INC
Shares210
Event2026-03-31
Filed2026-04-23
VTI
0.00%VANGUARD INDEX FUNDS
Shares43
Event2026-03-31
Filed2026-04-23
ITT INC
0.00%ITT INC
Shares72
Event2026-03-31
Filed2026-04-23
DOX
0.00%AMDOCS LIMITED
Shares210
Event2026-03-31
Filed2026-04-23
FIDELITY SELECT PORTFOLIOS
0.00%FIDELITY SELECT PORTFOLIOS
Shares341
Event2026-03-31
Filed2026-04-23
ICE
0.00%INTERCONTINENTAL EXCHANGE
Shares85
Event2026-03-31
Filed2026-04-23
WASHINGTON MUTUAL INVS FD
0.00%WASHINGTON MUTUAL INVS FD
Shares200
Event2026-03-31
Filed2026-04-23
INVESCO GLOBAL FUND
0.00%INVESCO GLOBAL FUND
Shares150
Event2026-03-31
Filed2026-04-23
ERTH
0.00%INVESCO EXCHANGE TRADED FD TR
Shares245
Event2026-03-31
Filed2026-04-23
SUPER MICRO COMPUTER INC
NewSUPER MICRO COMPUTER INC
Shares500
Event2026-03-31
Filed2026-04-23
AEE
0.00%AMEREN CORP
Shares100
Event2026-03-31
Filed2026-04-23
PNR
0.00%PENTAIR PLC
Shares125
Event2026-03-31
Filed2026-04-23
SN
NewSHARKNINJA INC
Shares100
Event2026-03-31
Filed2026-04-23
VLTO
0.00%VERALTO CORPORATION
Shares116
Event2026-03-31
Filed2026-04-23
COLORADO BONDSHARES-A TAX
0.00%COLORADO BONDSHARES-A TAX
Shares1.1K
Event2026-03-31
Filed2026-04-23
FAN
0.00%FIRST TRUST EXCHANGE TRADED
Shares400
Event2026-03-31
Filed2026-04-23
UPS
0.00%UNITED PARCEL SVC INC
Shares100
Event2026-03-31
Filed2026-04-23
AVNS
-17.53%AVANOS MEDICAL INC
Shares701
Event2026-03-31
Filed2026-04-23
PRU
0.00%PRUDENTIAL FINANCIAL INC
Shares100
Event2026-03-31
Filed2026-04-23
TMUS
0.00%T MOBILE US INC
Shares46
Event2026-03-31
Filed2026-04-23
RITM
0.00%RITHM CAPITAL CORP
Shares980
Event2026-03-31
Filed2026-04-23
CABO
0.00%CABLE ONE INC
Shares100
Event2026-03-31
Filed2026-04-23
MPWR
0.00%MONOLITHIC POWER SYS INC
Shares8
Event2026-03-31
Filed2026-04-23
HII
0.00%HUNTINGTON INGALLS INDUSTRIES
Shares23
Event2026-03-31
Filed2026-04-23
AEIS
0.00%ADVANCED ENERGY INDUSTRIES INC
Shares27
Event2026-03-31
Filed2026-04-23
ALC
0.00%ALCON INC
Shares113
Event2026-03-31
Filed2026-04-23
HBAN
0.00%HUNTINGTON BANCSHARES INC
Shares544
Event2026-03-31
Filed2026-04-23
GEN DIGITAL INC
0.00%GEN DIGITAL INC
Shares450
Event2026-03-31
Filed2026-04-23
ACCO
0.00%ACCO BRANDS CORP
Shares2.8K
Event2026-03-31
Filed2026-04-23
GDL
0.00%GDL FUND
Shares1.0K
Event2026-03-31
Filed2026-04-23
FTV
0.00%FORTIVE CORPORATION
Shares150
Event2026-03-31
Filed2026-04-23
EUPAC FD
0.00%EUPAC FD
Shares141
Event2026-03-31
Filed2026-04-23
BP
0.00%BP P L C SPONSORED ADR
Shares176
Event2026-03-31
Filed2026-04-23
QSR
0.00%RESTAURANT BRANDS
Shares110
Event2026-03-31
Filed2026-04-23
OGN
-16.50%ORGANON & CO
Shares1.3K
Event2026-03-31
Filed2026-04-23
VANGUARD SPECIALIZED PORTF
0.00%VANGUARD SPECIALIZED PORTF
Shares59
Event2026-03-31
Filed2026-04-23
DBC
0.00%INVESCO DB COMMODITY INDEX
Shares252
Event2026-03-31
Filed2026-04-23
NOK
0.00%NOKIA CORPORATION
Shares905
Event2026-03-31
Filed2026-04-23
HP
0.00%HELMERICH & PAYNE INC
Shares200
Event2026-03-31
Filed2026-04-23
VVV
0.00%VALVOLINE INC
Shares203
Event2026-03-31
Filed2026-04-23
MFS RESEARCH FUND-CL A
0.00%MFS RESEARCH FUND-CL A
Shares124
Event2026-03-31
Filed2026-04-23
TAN
0.00%INVESCO EXCHANGE TRADED FD TR
Shares110
Event2026-03-31
Filed2026-04-23
CROX
0.00%CROCS INC
Shares69
Event2026-03-31
Filed2026-04-23
TLT
0.00%ISHARES 20 PLUS YEAR TREASURY
Shares65
Event2026-03-31
Filed2026-04-23
FOXA
0.00%FOX CORPORATION
Shares95
Event2026-03-31
Filed2026-04-23
TRANSAMERICA ASSET
0.00%TRANSAMERICA ASSET
Shares332
Event2026-03-31
Filed2026-04-23
VODAFONE GROUP PLC
-40.00%VODAFONE GROUP PLC
Shares357
Event2026-03-31
Filed2026-04-23
KDP
0.00%KEURIG DR PEPPER INC
Shares200
Event2026-03-31
Filed2026-04-23
MKC
0.00%MCCORMICK & CO INC NON-VOTING
Shares100
Event2026-03-31
Filed2026-04-23
CMI
0.00%CUMMINS INC
Shares9
Event2026-03-31
Filed2026-04-23
LHX
0.00%L3HARRIS TECHNOLOGIES INC
Shares14
Event2026-03-31
Filed2026-04-23
BN
0.00%BROOKFIELD CORPORATION
Shares119
Event2026-03-31
Filed2026-04-23
GTLS
0.00%CHART INDUSTRIES INC
Shares23
Event2026-03-31
Filed2026-04-23
FTNT
0.00%FORTINET INC
Shares58
Event2026-03-31
Filed2026-04-23
ODFL
0.00%OLD DOMINION FREIGHT LINES INC
Shares24
Event2026-03-31
Filed2026-04-23
FSLR
0.00%FIRST SOLAR INC
Shares22
Event2026-03-31
Filed2026-04-23
OUTFRONT MEDIA INC
0.00%OUTFRONT MEDIA INC
Shares157
Event2026-03-31
Filed2026-04-23
HRB
0.00%H & R BLOCK INC
Shares130
Event2026-03-31
Filed2026-04-23
ASH
0.00%ASHLAND INC
Shares74
Event2026-03-31
Filed2026-04-23
AMKR
0.00%AMKOR TECHNOLOGY INC
Shares90
Event2026-03-31
Filed2026-04-23
IESC
NewIES HOLDINGS INC
Shares8
Event2026-03-31
Filed2026-04-23
BYD
0.00%BOYD GAMING CORP
Shares46
Event2026-03-31
Filed2026-04-23
MTDR
0.00%MATADOR RESOURCES COMPANY
Shares59
Event2026-03-31
Filed2026-04-23
FANG
0.00%DIAMONDBACK ENERGY INC
Shares18
Event2026-03-31
Filed2026-04-23
ARQ
0.00%ARQ INC
Shares1.4K
Event2026-03-31
Filed2026-04-23
LNG
0.00%CHENIERE ENERGY INC
Shares12
Event2026-03-31
Filed2026-04-23
COHERENT CORP
NewCOHERENT CORP
Shares14
Event2026-03-31
Filed2026-04-23
EWJ
0.00%ISHARES INC
Shares39
Event2026-03-31
Filed2026-04-23
ASIX
0.00%ADVANSIX INC
Shares128
Event2026-03-31
Filed2026-04-23
WCC
0.00%WESCO INTERNATIONAL INC
Shares11
Event2026-03-31
Filed2026-04-23
SVC
0.00%SERVICE PROPERTIES TRUST
Shares2.1K
Event2026-03-31
Filed2026-04-23
ACLS
0.00%AXCELIS TECHNOLOGIES INC
Shares29
Event2026-03-31
Filed2026-04-23
LORD ABBETT AFFILIATED FUND
0.00%LORD ABBETT AFFILIATED FUND
Shares129
Event2026-03-31
Filed2026-04-23
FSLY
0.00%FASTLY INC
Shares89
Event2026-03-31
Filed2026-04-23
PHM
0.00%PULTEGROUP INC
Shares21
Event2026-03-31
Filed2026-04-23
NESTLE SA-SPONSORED ADR
0.00%NESTLE SA-SPONSORED ADR
Shares25
Event2026-03-31
Filed2026-04-23
MOS
0.00%MOSAIC COMPANY
Shares95
Event2026-03-31
Filed2026-04-23
IDXX
NewIDEXX LABORATORIES CORP
Shares4
Event2026-03-31
Filed2026-04-23
VLO
0.00%VALERO ENERGY CORP NEW
Shares9
Event2026-03-31
Filed2026-04-23
SAIA
0.00%SAIA INC
Shares6
Event2026-03-31
Filed2026-04-23
RAL
0.00%RALLIANT CORPORATION
Shares50
Event2026-03-31
Filed2026-04-23
KHC
0.00%KRAFT HEINZ COMPANY (THE)
Shares91
Event2026-03-31
Filed2026-04-23
EMBC
0.00%EMBECTA CORP
Shares215
Event2026-03-31
Filed2026-04-23
SWKS
0.00%SKYWORKS SOLUTIONS INC
Shares35
Event2026-03-31
Filed2026-04-23
NKE
0.00%NIKE INC
Shares35
Event2026-03-31
Filed2026-04-23
KBH
0.00%KB HOME
Shares33
Event2026-03-31
Filed2026-04-23
EVC
0.00%ENTRAVISION COMMUNICATIONS
Shares572
Event2026-03-31
Filed2026-04-23
BHC
0.00%BAUSCH HEALTH COMPANIES INC
Shares300
Event2026-03-31
Filed2026-04-23
BHF
0.00%BRIGHTHOUSE FINANCIAL INC
Shares27
Event2026-03-31
Filed2026-04-23
FOR
0.00%FORESTAR GROUP INC
Shares66
Event2026-03-31
Filed2026-04-23
LH
0.00%LABCORP HOLDINGS INC
Shares6
Event2026-03-31
Filed2026-04-23
NPWR
0.00%NET POWER INC
Shares1.0K
Event2026-03-31
Filed2026-04-23
BBW
0.00%BUILD A BEAR WORKSHOP INC
Shares40
Event2026-03-31
Filed2026-04-23
RKT
0.00%ROCKET COMPANIES INC
Shares100
Event2026-03-31
Filed2026-04-23
HOOD
0.00%ROBINHOOD MARKETS INC
Shares20
Event2026-03-31
Filed2026-04-23
IBP
0.00%INSTALLED BUILDING PRODUCTS
Shares5
Event2026-03-31
Filed2026-04-23
BOND FUND OF AMERICA (THE)
0.00%BOND FUND OF AMERICA (THE)
Shares113
Event2026-03-31
Filed2026-04-23
VFC
0.00%VF CORPORATION
Shares71
Event2026-03-31
Filed2026-04-23
NWSA
0.00%NEWS CORPORATION
Shares48
Event2026-03-31
Filed2026-04-23
GM
0.00%GENERAL MOTORS COMPANY
Shares16
Event2026-03-31
Filed2026-04-23
DVN
0.00%DEVON ENERGY CORPORATION NEW
Shares22
Event2026-03-31
Filed2026-04-23
VERSANT MEDIA GROUP INC
NewVERSANT MEDIA GROUP INC
Shares28
Event2026-03-31
Filed2026-04-23
ACHR
0.00%ARCHER AVIATION INC
Shares200
Event2026-03-31
Filed2026-04-23
BPYPM
0.00%BROOKFIELD PPTY PFD L P
Shares57
Event2026-03-31
Filed2026-04-23
BROOKFIELD ASSET MANAGEMENT
0.00%BROOKFIELD ASSET MANAGEMENT
Shares19
Event2026-03-31
Filed2026-04-23
GIL
0.00%VETEMENTS DE SPORT GILDAN INC
Shares15
Event2026-03-31
Filed2026-04-23
SANM
0.00%SANMINA CORPORATION
Shares5
Event2026-03-31
Filed2026-04-23
SEG
0.00%SEAPORT ENTERTAINMENT GROUP
Shares28
Event2026-03-31
Filed2026-04-23
JOBY
0.00%JOBY AVIATION INC
Shares70
Event2026-03-31
Filed2026-04-23
VVX
0.00%V2X INC
Shares8
Event2026-03-31
Filed2026-04-23
VAC
0.00%MARRIOTT VACATIONS WORLDWIDE
Shares7
Event2026-03-31
Filed2026-04-23
FNMA
0.00%FEDERAL NATIONAL MORTGAGE
Shares43
Event2026-03-31
Filed2026-04-23
ADNT
0.00%ADIENT PLC
Shares15
Event2026-03-31
Filed2026-04-23
QBTS
NewD WAVE QUANTUM INC
Shares20
Event2026-03-31
Filed2026-04-23
POST
0.00%POST HOLDINGS INC
Shares2
Event2026-03-31
Filed2026-04-23
TDC
0.00%TERADATA CORP
Shares7
Event2026-03-31
Filed2026-04-23
PPL
0.00%PPL CORPORATION
Shares4
Event2026-03-31
Filed2026-04-23
NATL
0.00%NCR ATLEOS CORPORATION
Shares3
Event2026-03-31
Filed2026-04-23
QVCGP
-6.52%QVC GROUP INC
Shares43
Event2026-03-31
Filed2026-04-23
MVIS
0.00%MICROVISION INC DEL
Shares161
Event2026-03-31
Filed2026-04-23
HAIN
0.00%HAIN CELESTIAL GROUP INC
Shares120
Event2026-03-31
Filed2026-04-23
FTRE
0.00%FORTREA HOLDINGS INC
Shares6
Event2026-03-31
Filed2026-04-23
XRX
0.00%XEROX HOLDINGS CORPORATION
Shares40
Event2026-03-31
Filed2026-04-23
VYX
0.00%NCR VOYIX CORPORATION
Shares7
Event2026-03-31
Filed2026-04-23
GRPN
0.00%GROUPON INC
Shares3
Event2026-03-31
Filed2026-04-23
BRBR
0.00%BELLRING BRANDS INC
Shares2
Event2026-03-31
Filed2026-04-23
CNDT
0.00%CONDUENT INCORPORATED
Shares16
Event2026-03-31
Filed2026-04-23
QVC GROUP INC
-25.00%QVC GROUP INC
Shares6
Event2026-03-31
Filed2026-04-23
WTS XEROX HOLDINGS
NewWTS XEROX HOLDINGS
Shares20
Event2026-03-31
Filed2026-04-23
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