Sponsored

The Analysis of Mendel Money Management's Holdings & P&L

Currently, Mendel Money Management holds 137 types of securities in its portfolio with a total value $239.0M. In the most recent quarter, they have increased their positions in APH (+19.1K shares, valued at $2.4M), CRAI (+8.1K shares, valued at $1.3M), DRSK (+38.5K shares, valued at $1.1M); decreased their positions in GEV (-1.1K shares, valued at $978.5K), BAC (-12.2K shares, valued at $595.7K), PEP (-3.7K shares, valued at $572.9K).

1M P&L

+6.5M+2.98%

3M P&L

+8.4M+3.92%

HY P&L

+18.2M+8.88%

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/A33.1M

16.2%

2Software - Infrastructure15.0M

7.3%

3Diagnostics & Research10.6M

5.2%

Top Industries by Stock Count

1N/A22 stocks

17.9%

2Drug Manufacturers - General7 stocks

5.7%

3Software - Application6 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP22.3K shares7.08%2026-03-312026-05-04

AMZN AMAZON COM INC38.8K shares3.38%2026-03-312026-05-04

ALPHABET INC ALPHABET INC24.2K shares-6.82%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC12.1K shares6.08%2026-03-312026-05-04

RTX RTX CORPORATION30.3K shares-0.72%2026-03-312026-05-04

LINDE PLC LINDE PLC11.6K shares1.45%2026-03-312026-05-04

AME AMETEK INC26.8K shares-1.88%2026-03-312026-05-04

GEV GE VERNOVA INC6.6K shares-14.59%2026-03-312026-05-04

Sponsored

V VISA INC18.9K shares2.80%2026-03-312026-05-04

PANW PALO ALTO NETWORKS INC32.2K shares21.49%2026-03-312026-05-04

ALPHABET INC ALPHABET INC17.4K shares-2.41%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS19.9K shares-5.78%2026-03-312026-05-04

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC46.2K shares1.34%2026-03-312026-05-04

DHR DANAHER CORP DEL23.0K shares2.88%2026-03-312026-05-04

PWR QUANTA SVCS INC7.9K shares0.98%2026-03-312026-05-04

AAPL APPLE INC16.4K shares-1.59%2026-03-312026-05-04

Sponsored

LOW LOWES COS INC17.4K shares-8.67%2026-03-312026-05-04

DE DEERE & CO7.0K shares-5.30%2026-03-312026-05-04

LFUS LITTELFUSE INC11.4K shares-9.24%2026-03-312026-05-04

KEYS KEYSIGHT TECHNOLOGIES INC12.9K shares-12.83%2026-03-312026-05-04

BROADCOM INC BROADCOM INC11.6K shares-4.97%2026-03-312026-05-04

DRSK ETF SER SOLUTIONS129.9K shares42.18%2026-03-312026-05-04

NXPI NXP SEMICONDUCTORS N V16.9K shares-9.05%2026-03-312026-05-04

ACIO ETF SER SOLUTIONS76.1K shares27.05%2026-03-312026-05-04

Sponsored

FMAO FARMERS & MERCHANTS BANCORP123.1K shares-3.51%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND15.4K shares19.37%2026-03-312026-05-04

APH AMPHENOL CORP23.5K shares428.57%2026-03-312026-05-04

CARY ANGEL OAK FUNDS TRUST142.7K shares15.31%2026-03-312026-05-04

UBER UBER TECHNOLOGIES INC40.6K shares17.14%2026-03-312026-05-04

WMT WALMART INC21.3K shares50.08%2026-03-312026-05-04

DMBS DOUBLELINE ETF TRUST52.2K shares28.47%2026-03-312026-05-04

ULS UL SOLUTIONS INC30.1K shares-18.14%2026-03-312026-05-04

Sponsored

JPM JPMORGAN CHASE & CO8.5K shares7.78%2026-03-312026-05-04

NOW SERVICENOW INC23.7K shares56.41%2026-03-312026-05-04

ABBV ABBVIE INC10.9K shares-1.94%2026-03-312026-05-04

JAAA JANUS DETROIT STR TR47.2K shares1.75%2026-03-312026-05-04

CAT CATERPILLAR INC3.2K shares-2.22%2026-03-312026-05-04

CVX CHEVRON CORPORATION10.7K shares-8.25%2026-03-312026-05-04

CRAI CRA INTL INC13.1K shares162.72%2026-03-312026-05-04

XONE BONDBLOXX ETF TRUST39.9K shares21.98%2026-03-312026-05-04

Sponsored

SPY STATE STR SPDR S&P 500 ETF T2.8K shares-2.67%2026-03-312026-05-04

OSCV ETF SER SOLUTIONS45.7K shares29.16%2026-03-312026-05-04

PEP PEPSICO INC10.8K shares-25.48%2026-03-312026-05-04

DLR DIGITAL RLTY TR INC9.2K shares-24.10%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP1.8K shares-3.45%2026-03-312026-05-04

DGRO ISHARES TR22.8K shares-4.69%2026-03-312026-05-04

FANG DIAMONDBACK ENERGY INC7.8K shares23.47%2026-03-312026-05-04

SNPS SYNOPSYS INC3.9K shares13.61%2026-03-312026-05-04

Sponsored

CGNG CAPITAL GROUP NEW GEOGRAPHY48.3K shares6.45%2026-03-312026-05-04

AMT AMERICAN TOWER CORP8.6K shares39.24%2026-03-312026-05-04

LLY ELI LILLY & CO1.6K shares-1.35%2026-03-312026-05-04

CHE CHEMED CORP NEW3.9K shares35.54%2026-03-312026-05-04

MCD MCDONALDS CORP4.7K shares4.13%2026-03-312026-05-04

UPS UNITED PARCEL SVCS INC14.6K shares5.98%2026-03-312026-05-04

ARISTA NETWORKS INC ARISTA NETWORKS INC11.7K shares26.96%2026-03-312026-05-04

AMGN AMGEN INC4.0K shares-3.03%2026-03-312026-05-04

Sponsored

SPYM SPDR SERIES TRUST18.2K shares49.72%2026-03-312026-05-04

NVDA NVIDIA CORPORATION7.5K shares43.24%2026-03-312026-05-04

JPIN J P MORGAN EXCHANGE TRADED F17.7K shares41.47%2026-03-312026-05-04

CSV CARRIAGE SVCS INC27.4K shares-7.17%2026-03-312026-05-04

MOAT VANECK ETF TRUST12.9K shares1.97%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC4.5K shares-5.13%2026-03-312026-05-04

GILD GILEAD SCIENCES INC8.8K shares-4.25%2026-03-312026-05-04

IQDG WISDOMTREE TR30.1K shares12.50%2026-03-312026-05-04

Sponsored

COST COSTCO WHOLESALE CORPORATION1.2K shares-1.08%2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC3.4K shares-0.44%2026-03-312026-05-04

MA MASTERCARD INCORPORATED2.3K shares0.09%2026-03-312026-05-04

ETR ENTERGY CORP NEW10.0K shares4.83%2026-03-312026-05-04

JQUA J P MORGAN EXCHANGE TRADED F18.3K shares-8.26%2026-03-312026-05-04

CSCO CISCO SYS INC14.2K shares-6.56%2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC2.4K shares1.93%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC8.8K shares-2.81%2026-03-312026-05-04

Sponsored

JNJ JOHNSON & JOHNSON4.3K shares-3.92%2026-03-312026-05-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.9K shares-0.31%2026-03-312026-05-04

HD HOME DEPOT INC3.0K shares-3.21%2026-03-312026-05-04

ROK ROCKWELL AUTOMATION INC2.6K shares0.19%2026-03-312026-05-04

SO SOUTHERN CO9.8K shares-2.98%2026-03-312026-05-04

PKG PACKAGING CORP AMER4.4K shares-0.25%2026-03-312026-05-04

SRE SEMPRA9.1K shares6.39%2026-03-312026-05-04

GXO GXO LOGISTICS INCORPORATED16.0K shares-14.11%2026-03-312026-05-04

Sponsored

JMBS JANUS DETROIT STR TR18.1K shares-14.50%2026-03-312026-05-04

PNC PNC FINL SVCS GROUP INC3.8K shares-17.00%2026-03-312026-05-04

GSEW GOLDMAN SACHS ETF TR9.4K shares54.41%2026-03-312026-05-04

HON HONEYWELL INTL INC3.5K shares-12.49%2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC6.0K shares3.52%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP1.3K shares0.08%2026-03-312026-05-04

TDY TELEDYNE TECHNOLOGIES INC1.2K shares0.00%2026-03-312026-05-04

CVS CVS HEALTH CORP10.4K shares-7.03%2026-03-312026-05-04

Sponsored

NOC NORTHROP GRUMMAN CORP1.1K shares-13.20%2026-03-312026-05-04

ITW ILLINOIS TOOL WKS INC2.8K shares0.00%2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC2.5K shares-0.48%2026-03-312026-05-04

PLD PROLOGIS INC.5.2K shares5.96%2026-03-312026-05-04

NSC NORFOLK SOUTHN CORP2.3K shares-1.06%2026-03-312026-05-04

UNP UNION PAC CORP2.6K shares-14.74%2026-03-312026-05-04

WM WASTE MGMT INC DEL2.7K shares-3.54%2026-03-312026-05-04

APD AIR PRODUCTS AND CHEMICALS I2.1K shares-40.21%2026-03-312026-05-04

Sponsored

SYK STRYKER CORPORATION1.8K shares0.28%2026-03-312026-05-04

WDAY WORKDAY INC4.6K shares-40.08%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO8.7K shares-3.38%2026-03-312026-05-04

FRDM EA SERIES TRUST9.4K shares26.12%2026-03-312026-05-04

PEG PUBLIC SVC ENTERPRISE GROUP6.2K shares-1.60%2026-03-312026-05-04

VANECK ETF TRUST VANECK ETF TRUST20.8K shares11.81%2026-03-312026-05-04

GPC GENUINE PARTS CO4.2K shares-3.35%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F8.2K shares87.30%2026-03-312026-05-04

Sponsored

GWW WW GRAINGER INC400 shares0.00%2026-03-312026-05-04

GNRC GENERAC HLDGS INC2.2K shares-6.32%2026-03-312026-05-04

AON PLC AON PLC1.3K shares2.00%2026-03-312026-05-04

CELH CELSIUS HLDGS INC11.8K shares-2.57%2026-03-312026-05-04

ABT ABBOTT LABORATORIES4.0K shares-9.93%2026-03-312026-05-04

PSTL POSTAL REALTY TRUST INC21.0K shares-3.21%2026-03-312026-05-04

DIS DISNEY WALT CO4.0K shares-36.32%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR666 shares81.97%2026-03-312026-05-04

Sponsored

FI FISERV INC6.9K shares-17.05%2026-03-312026-05-04

NEE NEXTERA ENERGY INC4.1K shares0.00%2026-03-312026-05-04

ROP ROPER TECHNOLOGIES INC1.1K shares-5.42%2026-03-312026-05-04

WTRG ESSENTIAL UTILS INC9.3K shares0.00%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL762 shares-5.11%2026-03-312026-05-04

COHERENT CORP COHERENT CORP1.4K shares-11.80%2026-03-312026-05-04

ADI ANALOG DEVICES INC1.1K shares0.00%2026-03-312026-05-04

BAC BANK AMERICA CORP6.9K shares-63.86%2026-03-312026-05-04

Sponsored

META META PLATFORMS INC566 shares5.60%2026-03-312026-05-04

NUE NUCOR CORP1.8K shares-1.08%2026-03-312026-05-04

CERT CERTARA INC52.8K shares-34.22%2026-03-312026-05-04

SBUX STARBUCKS CORP3.4K shares-15.38%2026-03-312026-05-04

GH GUARDANT HEALTH INC3.2K shares-17.26%2026-03-312026-05-04

INGR INGREDION INC2.6K shares-5.19%2026-03-312026-05-04

FDX FEDEX CORP811 shares0.00%2026-03-312026-05-04

VTI VANGUARD INDEX FDS854 shares25.40%2026-03-312026-05-04

Sponsored

TGT TARGET CORP2.2K shares-16.13%2026-03-312026-05-04

BDX BECTON DICKINSON & CO1.7K shares-8.20%2026-03-312026-05-04

CB CHUBB LTD SWITZ802 shares0.00%2026-03-312026-05-04

SHOP SHOPIFY INC2.2K shares0.00%2026-03-312026-05-04

PAYX PAYCHEX INC2.7K shares-5.00%2026-03-312026-05-04

PFE PFIZER INC8.0K shares-32.29%2026-03-312026-05-04

VRIG INVESCO ACTIVELY MANAGED EXC8.8K shares3.55%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO715 shares-2.19%2026-03-312026-05-04

Sponsored

SJM SMUCKER J M CO2.2K shares-8.40%2026-03-312026-05-04

MSFT

MICROSOFT CORP

7.08%

Shares22.3K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

3.38%

Shares38.8K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-6.82%

Shares24.2K

Event2026-03-31

Filed2026-05-04

TMO

THERMO FISHER SCIENTIFIC INC

6.08%

Shares12.1K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

-0.72%

Shares30.3K

Event2026-03-31

Filed2026-05-04

LINDE PLC

1.45%

Shares11.6K

Event2026-03-31

Filed2026-05-04

AME

AMETEK INC

-1.88%

Shares26.8K

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

-14.59%

Shares6.6K

Event2026-03-31

Filed2026-05-04

VISA INC

2.80%

Shares18.9K

Event2026-03-31

Filed2026-05-04

PANW

PALO ALTO NETWORKS INC

21.49%

Shares32.2K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-2.41%

Shares17.4K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

-5.78%

Shares19.9K

Event2026-03-31

Filed2026-05-04

MARVELL TECHNOLOGY INC

1.34%

Shares46.2K

Event2026-03-31

Filed2026-05-04

DHR

DANAHER CORP DEL

2.88%

Shares23.0K

Event2026-03-31

Filed2026-05-04

PWR

QUANTA SVCS INC

0.98%

Shares7.9K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-1.59%

Shares16.4K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

-8.67%

Shares17.4K

Event2026-03-31

Filed2026-05-04

DEERE & CO

-5.30%

Shares7.0K

Event2026-03-31

Filed2026-05-04

LFUS

LITTELFUSE INC

-9.24%

Shares11.4K

Event2026-03-31

Filed2026-05-04

KEYS

KEYSIGHT TECHNOLOGIES INC

-12.83%

Shares12.9K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

-4.97%

Shares11.6K

Event2026-03-31

Filed2026-05-04

DRSK

ETF SER SOLUTIONS

42.18%

Shares129.9K

Event2026-03-31

Filed2026-05-04

NXPI

NXP SEMICONDUCTORS N V

-9.05%

Shares16.9K

Event2026-03-31

Filed2026-05-04

ACIO

ETF SER SOLUTIONS

27.05%

Shares76.1K

Event2026-03-31

Filed2026-05-04

FMAO

FARMERS & MERCHANTS BANCORP

-3.51%

Shares123.1K

Event2026-03-31

Filed2026-05-04

ACCENTURE PLC IRELAND

19.37%

Shares15.4K

Event2026-03-31

Filed2026-05-04

APH

AMPHENOL CORP

428.57%

Shares23.5K

Event2026-03-31

Filed2026-05-04

CARY

ANGEL OAK FUNDS TRUST

15.31%

Shares142.7K

Event2026-03-31

Filed2026-05-04

UBER

UBER TECHNOLOGIES INC

17.14%

Shares40.6K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

50.08%

Shares21.3K

Event2026-03-31

Filed2026-05-04

DMBS

DOUBLELINE ETF TRUST

28.47%

Shares52.2K

Event2026-03-31

Filed2026-05-04

ULS

UL SOLUTIONS INC

-18.14%

Shares30.1K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

7.78%

Shares8.5K

Event2026-03-31

Filed2026-05-04

NOW

SERVICENOW INC

56.41%

Shares23.7K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

-1.94%

Shares10.9K

Event2026-03-31

Filed2026-05-04

JAAA

JANUS DETROIT STR TR

1.75%

Shares47.2K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

-2.22%

Shares3.2K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

-8.25%

Shares10.7K

Event2026-03-31

Filed2026-05-04

CRAI

CRA INTL INC

162.72%

Shares13.1K

Event2026-03-31

Filed2026-05-04

XONE

BONDBLOXX ETF TRUST

21.98%

Shares39.9K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

-2.67%

Shares2.8K

Event2026-03-31

Filed2026-05-04

OSCV

ETF SER SOLUTIONS

29.16%

Shares45.7K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

-25.48%

Shares10.8K

Event2026-03-31

Filed2026-05-04

DLR

DIGITAL RLTY TR INC

-24.10%

Shares9.2K

Event2026-03-31

Filed2026-05-04

PARKER-HANNIFIN CORP

-3.45%

Shares1.8K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

-4.69%

Shares22.8K

Event2026-03-31

Filed2026-05-04

FANG

DIAMONDBACK ENERGY INC

23.47%

Shares7.8K

Event2026-03-31

Filed2026-05-04

SNPS

SYNOPSYS INC

13.61%

Shares3.9K

Event2026-03-31

Filed2026-05-04

CGNG

CAPITAL GROUP NEW GEOGRAPHY

6.45%

Shares48.3K

Event2026-03-31

Filed2026-05-04

AMT

AMERICAN TOWER CORP

39.24%

Shares8.6K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

-1.35%

Shares1.6K

Event2026-03-31

Filed2026-05-04

CHE

CHEMED CORP NEW

35.54%

Shares3.9K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

4.13%

Shares4.7K

Event2026-03-31

Filed2026-05-04

UPS

UNITED PARCEL SVCS INC

5.98%

Shares14.6K

Event2026-03-31

Filed2026-05-04

ARISTA NETWORKS INC

26.96%

Shares11.7K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

-3.03%

Shares4.0K

Event2026-03-31

Filed2026-05-04

SPYM

SPDR SERIES TRUST

49.72%

Shares18.2K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

43.24%

Shares7.5K

Event2026-03-31

Filed2026-05-04

JPIN

J P MORGAN EXCHANGE TRADED F

41.47%

Shares17.7K

Event2026-03-31

Filed2026-05-04

CSV

CARRIAGE SVCS INC

-7.17%

Shares27.4K

Event2026-03-31

Filed2026-05-04

MOAT

VANECK ETF TRUST

1.97%

Shares12.9K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

-5.13%

Shares4.5K

Event2026-03-31

Filed2026-05-04

GILD

GILEAD SCIENCES INC

-4.25%

Shares8.8K

Event2026-03-31

Filed2026-05-04

IQDG

WISDOMTREE TR

12.50%

Shares30.1K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

-1.08%

Shares1.2K

Event2026-03-31

Filed2026-05-04

LHX

L3HARRIS TECHNOLOGIES INC

-0.44%

Shares3.4K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

0.09%

Shares2.3K

Event2026-03-31

Filed2026-05-04

ETR

ENTERGY CORP NEW

4.83%

Shares10.0K

Event2026-03-31

Filed2026-05-04

JQUA

J P MORGAN EXCHANGE TRADED F

-8.26%

Shares18.3K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

-6.56%

Shares14.2K

Event2026-03-31

Filed2026-05-04

ISRG

INTUITIVE SURGICAL INC

1.93%

Shares2.4K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

-2.81%

Shares8.8K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

-3.92%

Shares4.3K

Event2026-03-31

Filed2026-05-04

GENERAL DYNAMICS CORP

-0.31%

Shares2.9K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

-3.21%

Shares3.0K

Event2026-03-31

Filed2026-05-04

ROK

ROCKWELL AUTOMATION INC

0.19%

Shares2.6K

Event2026-03-31

Filed2026-05-04

SOUTHERN CO

-2.98%

Shares9.8K

Event2026-03-31

Filed2026-05-04

PKG

PACKAGING CORP AMER

-0.25%

Shares4.4K

Event2026-03-31

Filed2026-05-04

SRE

SEMPRA

6.39%

Shares9.1K

Event2026-03-31

Filed2026-05-04

GXO

GXO LOGISTICS INCORPORATED

-14.11%

Shares16.0K

Event2026-03-31

Filed2026-05-04

JMBS

JANUS DETROIT STR TR

-14.50%

Shares18.1K

Event2026-03-31

Filed2026-05-04

PNC

PNC FINL SVCS GROUP INC

-17.00%

Shares3.8K

Event2026-03-31

Filed2026-05-04

GSEW

GOLDMAN SACHS ETF TR

54.41%

Shares9.4K

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

-12.49%

Shares3.5K

Event2026-03-31

Filed2026-05-04

AEP

AMERICAN ELEC PWR CO INC

3.52%

Shares6.0K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

0.08%

Shares1.3K

Event2026-03-31

Filed2026-05-04

TDY

TELEDYNE TECHNOLOGIES INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

CVS

CVS HEALTH CORP

-7.03%

Shares10.4K

Event2026-03-31

Filed2026-05-04

NOC

NORTHROP GRUMMAN CORP

-13.20%

Shares1.1K

Event2026-03-31

Filed2026-05-04

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-04

TRV

TRAVELERS COMPANIES INC

-0.48%

Shares2.5K

Event2026-03-31

Filed2026-05-04

PLD

PROLOGIS INC.

5.96%

Shares5.2K

Event2026-03-31

Filed2026-05-04

NSC

NORFOLK SOUTHN CORP

-1.06%

Shares2.3K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

-14.74%

Shares2.6K

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL

-3.54%

Shares2.7K

Event2026-03-31

Filed2026-05-04

APD

AIR PRODUCTS AND CHEMICALS I

-40.21%

Shares2.1K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

0.28%

Shares1.8K

Event2026-03-31

Filed2026-05-04

WDAY

WORKDAY INC

-40.08%

Shares4.6K

Event2026-03-31

Filed2026-05-04

BMY

BRISTOL-MYERS SQUIBB CO

-3.38%

Shares8.7K

Event2026-03-31

Filed2026-05-04

FRDM

EA SERIES TRUST

26.12%

Shares9.4K

Event2026-03-31

Filed2026-05-04

PEG

PUBLIC SVC ENTERPRISE GROUP

-1.60%

Shares6.2K

Event2026-03-31

Filed2026-05-04

VANECK ETF TRUST

11.81%

Shares20.8K

Event2026-03-31

Filed2026-05-04

GPC

GENUINE PARTS CO

-3.35%

Shares4.2K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

87.30%

Shares8.2K

Event2026-03-31

Filed2026-05-04

GWW

WW GRAINGER INC

0.00%

Shares400

Event2026-03-31

Filed2026-05-04

GNRC

GENERAC HLDGS INC

-6.32%

Shares2.2K

Event2026-03-31

Filed2026-05-04

AON PLC

2.00%

Shares1.3K

Event2026-03-31

Filed2026-05-04

CELH

CELSIUS HLDGS INC

-2.57%

Shares11.8K

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABORATORIES

-9.93%

Shares4.0K

Event2026-03-31

Filed2026-05-04

PSTL

POSTAL REALTY TRUST INC

-3.21%

Shares21.0K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

-36.32%

Shares4.0K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

81.97%

Shares666

Event2026-03-31

Filed2026-05-04

FISERV INC

-17.05%

Shares6.9K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-04

ROP

ROPER TECHNOLOGIES INC

-5.42%

Shares1.1K

Event2026-03-31

Filed2026-05-04

WTRG

ESSENTIAL UTILS INC

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-5.11%

Shares762

Event2026-03-31

Filed2026-05-04

COHERENT CORP

-11.80%

Shares1.4K

Event2026-03-31

Filed2026-05-04

ADI

ANALOG DEVICES INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

-63.86%

Shares6.9K

Event2026-03-31

Filed2026-05-04