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The Analysis of Mesirow Financial Investment Management, Inc.'s Holdings & P&L

Currently, Mesirow Financial Investment Management, Inc. holds 517 types of securities in its portfolio with a total value $6.2B. In the most recent quarter, they have increased their positions in IJH (+1.5M shares, valued at $99.7M), FPAG (+2.7M shares, valued at $99.2M), IWR (+820.6K shares, valued at $79.8M); decreased their positions in N/A (-1.2M shares, valued at $64.2M), AAPL (-24.8K shares, valued at $6.3M), FITB (-53.3K shares, valued at $2.5M); initiated new positions in IJT (+26.7K shares, valued at $3.9M), COMP (+341.0K shares, valued at $2.5M), TTD (+37.4K shares, valued at $847.5K).

1M P&L

-105.7M-1.93%

3M P&L

-414.0M-7.15%

HY P&L

-155.8M-2.81%

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/A3.0B

59.6%

2Consumer Electronics247.4M

4.9%

3Software - Infrastructure207.6M

4.1%

Top Industries by Stock Count

1N/A191 stocks

40.7%

2Software - Application14 stocks

3.0%

3Utilities - Regulated Electric11 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL976.7K shares20.22%2026-03-312026-04-21

MOAT VANECK ETF TRUST2.7M shares34.81%2026-03-312026-04-21

AAPL APPLE INC974.7K shares-2.48%2026-03-312026-04-21

IJR ISHARES TR1.6M shares44.05%2026-03-312026-04-21

MSFT MICROSOFT CORP456.8K shares57.69%2026-03-312026-04-21

IVV ISHARES TR243.8K shares53.23%2026-03-312026-04-21

FPAG INVESTMENT MANAGERS SER TR I4.4M shares167.72%2026-03-312026-04-21

ALPHABET INC ALPHABET INC543.2K shares3.72%2026-03-312026-04-21

Sponsored

ITOT ISHARES TR1.1M shares42.62%2026-03-312026-04-21

IJH ISHARES TR2.1M shares251.30%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS207.9K shares45.70%2026-03-312026-04-21

IWR ISHARES TR1.1M shares268.64%2026-03-312026-04-21

ALPHABET INC ALPHABET INC372.7K shares3.32%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO312.0K shares5.72%2026-03-312026-04-21

GLD SPDR GOLD TR202.8K shares25.23%2026-03-312026-04-21

AMZN AMAZON COM INC407.8K shares18.38%2026-03-312026-04-21

Sponsored

SPY STATE STR SPDR S&P 500 ETF T129.8K shares12.48%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS552.5K shares39.42%2026-03-312026-04-21

IWF ISHARES TR176.8K shares34.31%2026-03-312026-04-21

VXUS VANGUARD STAR FDS972.6K shares53.08%2026-03-312026-04-21

EFA ISHARES TR724.1K shares146.53%2026-03-312026-04-21

SGOV ISHARES TR690.9K shares48.23%2026-03-312026-04-21

CAT CATERPILLAR INC89.9K shares-1.29%2026-03-312026-04-21

RTX RTX CORPORATION288.9K shares4.98%2026-03-312026-04-21

Sponsored

TCAF T ROWE PRICE ETF INC1.5M shares68.89%2026-03-312026-04-21

SHY ISHARES TR641.6K shares260.21%2026-03-312026-04-21

BROADCOM INC BROADCOM INC160.0K shares10.19%2026-03-312026-04-21

FDX FEDEX CORP132.5K shares5.88%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC90.4K shares7.06%2026-03-312026-04-21

IWD ISHARES TR207.3K shares23.60%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION43.3K shares0.06%2026-03-312026-04-21

FEGE RBB FUND TRUST918.0K shares71.40%2026-03-312026-04-21

Sponsored

VUG VANGUARD INDEX FDS98.4K shares43.56%2026-03-312026-04-21

NVDA NVIDIA CORPORATION244.3K shares151.37%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS663.7K shares47.51%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS197.0K shares54.13%2026-03-312026-04-21

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO797.4K shares-60.38%2026-03-312026-04-21

CVX CHEVRON CORPORATION200.5K shares0.51%2026-03-312026-04-21

IVE ISHARES TR194.3K shares110.80%2026-03-312026-04-21

VTV VANGUARD INDEX FDS208.1K shares33.22%2026-03-312026-04-21

Sponsored

BAC BANK AMERICA CORP822.1K shares7.71%2026-03-312026-04-21

IEFA ISHARES TR439.6K shares47.54%2026-03-312026-04-21

LOW LOWES COS INC167.7K shares1.56%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR64.7K shares118.90%2026-03-312026-04-21

AOR ISHARES TR563.1K shares16.50%2026-03-312026-04-21

IWP ISHARES TR278.5K shares211.39%2026-03-312026-04-21

ABBV ABBVIE INC158.5K shares5.33%2026-03-312026-04-21

ORCL ORACLE CORP232.4K shares122.41%2026-03-312026-04-21

Sponsored

UNP UNION PAC CORP134.4K shares5.15%2026-03-312026-04-21

TE CONNECTIVITY PLC TE CONNECTIVITY PLC150.5K shares-0.18%2026-03-312026-04-21

MGC VANGUARD WORLD FD132.6K shares23.05%2026-03-312026-04-21

LINDE PLC LINDE PLC61.7K shares3.50%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS376.5K shares132.09%2026-03-312026-04-21

PEP PEPSICO INC190.7K shares121.55%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL41 shares2.50%2026-03-312026-04-21

WMT WALMART INC234.5K shares14.89%2026-03-312026-04-21

Sponsored

VT VANGUARD INTL EQUITY INDEX F205.9K shares7.81%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON114.9K shares12.60%2026-03-312026-04-21

VOE VANGUARD INDEX FDS148.0K shares53.02%2026-03-312026-04-21

V VISA INC88.1K shares12.15%2026-03-312026-04-21

MA MASTERCARD INCORPORATED49.8K shares28.22%2026-03-312026-04-21

VTI VANGUARD INDEX FDS76.9K shares8.51%2026-03-312026-04-21

VO VANGUARD INDEX FDS84.4K shares12.20%2026-03-312026-04-21

GAL SSGA ACTIVE ETF TR485.4K shares28.83%2026-03-312026-04-21

Sponsored

IWM ISHARES TR95.2K shares12.85%2026-03-312026-04-21

FITB FIFTH THIRD BANCORP483.8K shares-9.92%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC22.9K shares2.10%2026-03-312026-04-21

J JACOBS SOLUTIONS INC171.3K shares2.21%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND109.8K shares6.69%2026-03-312026-04-21

IBDR ISHARES TR882.9K shares98.13%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO70.4K shares2.76%2026-03-312026-04-21

SYK STRYKER CORPORATION64.6K shares9.75%2026-03-312026-04-21

Sponsored

DIS DISNEY WALT CO219.1K shares7.77%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC72.6K shares27.95%2026-03-312026-04-21

META META PLATFORMS INC33.6K shares57.05%2026-03-312026-04-21

GLW CORNING INC141.4K shares6.39%2026-03-312026-04-21

EEM ISHARES TR330.1K shares5.52%2026-03-312026-04-21

CRM SALESFORCE INC99.9K shares8.53%2026-03-312026-04-21

VONG VANGUARD SCOTTSDALE FDS168.4K shares68.81%2026-03-312026-04-21

IVW ISHARES TR162.3K shares2.99%2026-03-312026-04-21

Sponsored

PM PHILIP MORRIS INTL INC109.1K shares99.07%2026-03-312026-04-21

IBDS ISHARES TR739.4K shares90.23%2026-03-312026-04-21

IEMG ISHARES INC252.8K shares37.69%2026-03-312026-04-21

VOOV VANGUARD ADMIRAL FDS INC83.6K shares142.10%2026-03-312026-04-21

ABT ABBOTT LABORATORIES163.3K shares0.55%2026-03-312026-04-21

MDY STATE STR SPDR S&P MIDCAP 4026.9K shares22.32%2026-03-312026-04-21

HD HOME DEPOT INC50.1K shares18.69%2026-03-312026-04-21

PG PROCTER & GAMBLE CO112.3K shares93.27%2026-03-312026-04-21

Sponsored

EPD ENTERPRISE PRODS PARTNERS L428.5K shares0.93%2026-03-312026-04-21

IBDT ISHARES TR637.8K shares100.47%2026-03-312026-04-21

HLT HILTON WORLDWIDE HLDGS INC53.1K shares1.78%2026-03-312026-04-21

SDY SPDR SERIES TRUST110.3K shares21.74%2026-03-312026-04-21

COP CONOCOPHILLIPS117.2K shares11.25%2026-03-312026-04-21

NKE NIKE INC291.7K shares165.01%2026-03-312026-04-21

CGBL CAPITAL GROUP CORE BALANCED439.4K shares73.42%2026-03-312026-04-21

KO COCA COLA CO197.0K shares0.51%2026-03-312026-04-21

Sponsored

SCHD SCHWAB STRATEGIC TR482.4K shares58.63%2026-03-312026-04-21

XOM EXXON MOBIL CORP85.8K shares12.32%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T74.1K shares675.27%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR159.3K shares16.04%2026-03-312026-04-21

NTRS NORTHERN TR CORP99.6K shares157.41%2026-03-312026-04-21

LLY ELI LILLY & CO14.8K shares5.58%2026-03-312026-04-21

AOA ISHARES TR152.3K shares-1.69%2026-03-312026-04-21

DIVO AMPLIFY ETF TR296.1K shares181.00%2026-03-312026-04-21

Sponsored

PFE PFIZER INC468.4K shares157.88%2026-03-312026-04-21

VUSB VANGUARD BD INDEX FDS260.3K shares90.24%2026-03-312026-04-21

MCD MCDONALDS CORP41.6K shares1.34%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F234.3K shares21.69%2026-03-312026-04-21

NFLX NETFLIX INC.131.6K shares139.43%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP132.6K shares12.74%2026-03-312026-04-21

ALL ALLSTATE CORP58.5K shares3.27%2026-03-312026-04-21

SUB ISHARES TR111.5K shares0.54%2026-03-312026-04-21

Sponsored

DFAC DIMENSIONAL ETF TRUST284.8K shares98.79%2026-03-312026-04-21

KMI KINDER MORGAN INC DEL324.7K shares58.88%2026-03-312026-04-21

IJJ ISHARES TR80.0K shares20.20%2026-03-312026-04-21

IBDU ISHARES TR454.4K shares109.79%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR79.2K shares36.82%2026-03-312026-04-21

ENB ENBRIDGE INC193.9K shares12.57%2026-03-312026-04-21

HON HONEYWELL INTL INC45.8K shares48.95%2026-03-312026-04-21

SBUX STARBUCKS CORP111.2K shares1.69%2026-03-312026-04-21

Sponsored

SMOT VANECK ETF TRUST268.1K shares24.58%2026-03-312026-04-21

NTRA NATERA INC45.9K shares100.17%2026-03-312026-04-21

DIM WISDOMTREE TR108.6K shares22.46%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC30.9K shares-1.35%2026-03-312026-04-21

PFF ISHARES TR243.7K shares48.40%2026-03-312026-04-21

VB VANGUARD INDEX FDS28.2K shares13.90%2026-03-312026-04-21

VTWO VANGUARD SCOTTSDALE FDS70.5K shares1.78%2026-03-312026-04-21

OKE ONEOK INC NEW75.5K shares101.68%2026-03-312026-04-21

Sponsored

SPYD SPDR SERIES TRUST146.5K shares71.90%2026-03-312026-04-21

IBTG ISHARES TR288.7K shares111.61%2026-03-312026-04-21

CSCO CISCO SYS INC82.0K shares1.67%2026-03-312026-04-21

ADBE ADOBE INC24.5K shares5.93%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS23.7K shares13.25%2026-03-312026-04-21

IXUS ISHARES TR65.9K shares16.32%2026-03-312026-04-21

PSX PHILLIPS 6630.8K shares103.91%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC41.0K shares3.08%2026-03-312026-04-21

Sponsored

ZTS ZOETIS INC44.5K shares13.85%2026-03-312026-04-21

QLD PROSHARES TR86.0K shares-6.72%2026-03-312026-04-21

TSLA TESLA INC14.0K shares79.27%2026-03-312026-04-21

FLXR TCW ETF TRUST131.3K shares86.64%2026-03-312026-04-21

ALPS ETF TR ALPS ETF TR96.3K shares28.52%2026-03-312026-04-21

AMGN AMGEN INC14.4K shares9.60%2026-03-312026-04-21

MCK MCKESSON CORP5.8K shares-4.46%2026-03-312026-04-21

CME CME GROUP INC16.8K shares6.26%2026-03-312026-04-21

Sponsored

UBER UBER TECHNOLOGIES INC68.1K shares56.61%2026-03-312026-04-21

TJX TJX COS INC NEW30.7K shares-0.65%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC40.4K shares-7.13%2026-03-312026-04-21

GDX VANECK ETF TRUST50.7K shares3.33%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP15.5K shares13.48%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE14.8K shares-0.63%2026-03-312026-04-21

VOOG VANGUARD ADMIRAL FDS INC9.9K shares-7.46%2026-03-312026-04-21

HSY HERSHEY CO19.1K shares-1.55%2026-03-312026-04-21

Sponsored

APH AMPHENOL CORP31.3K shares0.24%2026-03-312026-04-21

IJT ISHARES TR26.7K sharesnew addition2026-03-312026-04-21

IGSB ISHARES TR72.8K shares41.32%2026-03-312026-04-21

BOTZ GLOBAL X FDS114.7K shares22.63%2026-03-312026-04-21

MS MORGAN STANLEY22.8K shares134.57%2026-03-312026-04-21

CL COLGATE PALMOLIVE CO43.7K shares15.74%2026-03-312026-04-21

NEE NEXTERA ENERGY INC40.0K shares114.14%2026-03-312026-04-21

GEV GE VERNOVA INC4.2K shares7.54%2026-03-312026-04-21

Sponsored

MSI MOTOROLA SOLUTIONS INC8.4K shares80.59%2026-03-312026-04-21

MO ALTRIA GROUP INC55.5K shares6.19%2026-03-312026-04-21

MCS MARCUS CORP DEL213.3K shares4.43%2026-03-312026-04-21

AGG ISHARES TR36.9K shares55.81%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS49.6K shares14.75%2026-03-312026-04-21

HWM HOWMET AEROSPACE INC15.5K shares0.63%2026-03-312026-04-21

SOR SOURCE CAPITAL75.3K shares99.59%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC8.0K shares5.16%2026-03-312026-04-21

Sponsored

QUAL ISHARES TR16.4K shares5.00%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC9.2K shares35.10%2026-03-312026-04-21

DFAX DIMENSIONAL ETF TRUST90.4K shares123.75%2026-03-312026-04-21

SOXX ISHARES TR9.3K shares45.21%2026-03-312026-04-21

BA BOEING CO15.3K shares5.54%2026-03-312026-04-21

DBA INVESCO DB MULTI-SECTOR COMM108.6K shares107.93%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR47.5K shares16.41%2026-03-312026-04-21

KKR & CO INC KKR & CO INC30.7K shares3.47%2026-03-312026-04-21

Sponsored

ADP AUTOMATIC DATA PROCESSING IN13.9K shares-0.01%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS31.7K shares21.19%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP15.4K shares4.49%2026-03-312026-04-21

VONV VANGUARD SCOTTSDALE FDS29.5K shares22.14%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP4.4K shares0.34%2026-03-312026-04-21

GRID FIRST TR EXCHANGE-TRADED FD16.0K shares41.92%2026-03-312026-04-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC22.5K shares27.56%2026-03-312026-04-21

T AT&T INC89.8K shares5.77%2026-03-312026-04-21

Sponsored

DHR DANAHER CORP DEL13.7K shares10.29%2026-03-312026-04-21

CM CANADIAN IMPERIAL BANK OF CO27.0K shares3.00%2026-03-312026-04-21

NUE NUCOR CORP15.0K shares105.47%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC50.2K shares38.20%2026-03-312026-04-21

COMP COMPASS INC341.0K sharesnew addition2026-03-312026-04-21

EXC EXELON CORP50.1K shares19.27%2026-03-312026-04-21

DE DEERE & CO4.4K shares0.35%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC21.6K shares-0.46%2026-03-312026-04-21

Sponsored

DCOR DIMENSIONAL ETF TRUST32.9K shares250.94%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC40.8K shares97.23%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC2.7K shares5.68%2026-03-312026-04-21

RYLD GLOBAL X FDS153.8K shares274.06%2026-03-312026-04-21

PICK ISHARES INC40.5K shares2.45%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC6.7K shares60.12%2026-03-312026-04-21

PNW PINNACLE WEST CAP CORP22.2K shares113.95%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC18.9K shares7.37%2026-03-312026-04-21

Sponsored

SHEL SHELL PLC23.3K shares11.73%2026-03-312026-04-21

GWW WW GRAINGER INC2.0K shares0.05%2026-03-312026-04-21

CHD CHURCH & DWIGHT CO INC23.0K shares3.94%2026-03-312026-04-21

IWB ISHARES TR5.9K shares1.32%2026-03-312026-04-21

DGRW WISDOMTREE TR23.6K shares2.01%2026-03-312026-04-21

EME EMCOR GROUP INC2.7K shares203.76%2026-03-312026-04-21

XYL XYLEM INC15.8K shares6.95%2026-03-312026-04-21

AMT AMERICAN TOWER CORP10.9K shares11.56%2026-03-312026-04-21

Sponsored

MPC MARATHON PETE CORP7.7K shares-22.24%2026-03-312026-04-21

PGR PROGRESSIVE CORP9.2K shares6.88%2026-03-312026-04-21

ESGV VANGUARD WORLD FD16.2K shares69.99%2026-03-312026-04-21

QYLD GLOBAL X FDS104.9K shares103.94%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP2.5K shares100.00%2026-03-312026-04-21

CTVA CORTEVA INC20.4K shares3.57%2026-03-312026-04-21

IGF ISHARES TR24.6K shares-3.41%2026-03-312026-04-21

EBAY EBAY INC.17.8K shares3.35%2026-03-312026-04-21

Sponsored

IWS ISHARES TR11.0K shares149.77%2026-03-312026-04-21

AON PLC AON PLC4.9K shares0.12%2026-03-312026-04-21

EMR EMERSON ELEC CO11.8K shares9.33%2026-03-312026-04-21

LQD ISHARES TR14.1K shares34.96%2026-03-312026-04-21

YUM YUM BRANDS INC9.7K shares3.46%2026-03-312026-04-21

DFAI DIMENSIONAL ETF TRUST38.5K shares220.15%2026-03-312026-04-21

CIEN CIENA CORP3.9K shares60.42%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR29.9K shares0.13%2026-03-312026-04-21

Sponsored

VGT VANGUARD WORLD FD2.1K shares77.20%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.2K shares8.78%2026-03-312026-04-21

CIBR FIRST TR EXCHANGE-TRADED FD23.4K shares49.40%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC10.0K shares143.32%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO24.1K shares-23.53%2026-03-312026-04-21

CVS CVS HEALTH CORP20.2K shares-0.96%2026-03-312026-04-21

KLAC KLA CORP980 shares0.41%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.1K shares-21.05%2026-03-312026-04-21

Sponsored

MAR MARRIOTT INTL INC NEW4.3K shares0.90%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC8.7K shares59.73%2026-03-312026-04-21

DVY ISHARES TR9.2K shares9.42%2026-03-312026-04-21

VBR VANGUARD INDEX FDS6.4K shares33.54%2026-03-312026-04-21

WM WASTE MGMT INC DEL6.0K shares-3.68%2026-03-312026-04-21

ACWI ISHARES TR10.0K shares7.43%2026-03-312026-04-21

SCCO SOUTHERN COPPER CORP8.0K shares-18.37%2026-03-312026-04-21

CMCSA COMCAST CORP NEW46.8K shares8.81%2026-03-312026-04-21

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NICE NICE LTD12.1K shares108.06%2026-03-312026-04-21

SO SOUTHERN CO13.8K shares27.93%2026-03-312026-04-21

BSV VANGUARD BD INDEX FDS16.9K shares22.23%2026-03-312026-04-21

NVS NOVARTIS AG8.7K shares87.49%2026-03-312026-04-21

REGN REGENERON PHARMACEUTICALS1.7K shares28.65%2026-03-312026-04-21

BOX BOX INC54.0K shares38.33%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F16.9K shares2.86%2026-03-312026-04-21

TXN TEXAS INSTRS INC6.6K shares3.66%2026-03-312026-04-21

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EQH EQUITABLE HLDGS INC34.1K shares43.27%2026-03-312026-04-21

ARCC ARES CAPITAL CORP68.3K shares-47.43%2026-03-312026-04-21

BDX BECTON DICKINSON & CO7.8K shares0.39%2026-03-312026-04-21

WFC WELLS FARGO & CO14.7K shares-3.92%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP1.3K shares116.67%2026-03-312026-04-21

EFV ISHARES TR15.3K shares11.18%2026-03-312026-04-21

DBC INVESCO DB COMMDY INDX TRCK39.2K shares128.45%2026-03-312026-04-21

CBOE CBOE GLOBAL MKTS INC4.0K shares0.00%2026-03-312026-04-21

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FCX FREEPORT MCMORAN INC18.5K shares121.89%2026-03-312026-04-21

BARRICK MNG CORP BARRICK MNG CORP26.3K shares0.00%2026-03-312026-04-21

ED CONSOLIDATED EDISON INC9.4K shares0.07%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP8.9K shares13.60%2026-03-312026-04-21

WBD WARNER BROS DISCOVERY INC38.4K shares157.17%2026-03-312026-04-21

QCOM QUALCOMM INC8.1K shares-10.41%2026-03-312026-04-21

CSQ CALAMOS STRATEGIC TOTAL RETU61.0K shares10.08%2026-03-312026-04-21

INTC INTEL CORP23.4K shares7.07%2026-03-312026-04-21

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SCHF SCHWAB STRATEGIC TR41.3K shares31.35%2026-03-312026-04-21

PHO INVESCO EXCHANGE TRADED FD T15.1K shares118.83%2026-03-312026-04-21

MMM 3M CO6.9K shares5.76%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC4.8K shares32.05%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC2.7K shares-2.10%2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II13.6K shares0.00%2026-03-312026-04-21

AMP AMERIPRISE FINL INC2.1K shares-1.07%2026-03-312026-04-21

GILD GILEAD SCIENCES INC6.8K shares6.61%2026-03-312026-04-21

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GPZ VANECK ETF TRUST43.9K shares45.06%2026-03-312026-04-21

GSK PLC GSK PLC17.1K shares15.19%2026-03-312026-04-21

OEF ISHARES TR2.9K shares9.55%2026-03-312026-04-21

ADSK AUTODESK INC3.8K shares0.00%2026-03-312026-04-21

SCZ ISHARES TR11.6K shares18.76%2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES INC2.6K shares22.17%2026-03-312026-04-21

USB US BANCORP17.3K shares-14.12%2026-03-312026-04-21

WTW WILLIS TOWERS WATSON PLC LTD3.1K shares23.15%2026-03-312026-04-21

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NUV NUVEEN MUN VALUE FD INC99.7K shares100.27%2026-03-312026-04-21

QQQM INVESCO EXCH TRADED FD TR II3.8K shares216.64%2026-03-312026-04-21

IYM ISHARES TR5.0K shares0.54%2026-03-312026-04-21

BXSL BLACKSTONE SECD LENDING FD36.3K shares29.98%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC8.7K shares10.12%2026-03-312026-04-21

NEM NEWMONT CORP7.8K shares98.99%2026-03-312026-04-21

TTD THE TRADE DESK INC37.4K sharesnew addition2026-03-312026-04-21

DLN WISDOMTREE TR9.4K shares0.20%2026-03-312026-04-21

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HYG ISHARES TR10.5K shares0.00%2026-03-312026-04-21

CRCL CIRCLE INTERNET GROUP INC8.8K shares-20.05%2026-03-312026-04-21

IWO ISHARES TR2.7K shares-0.04%2026-03-312026-04-21

TDG TRANSDIGM GROUP INC716 shares7.19%2026-03-312026-04-21

ORLY OREILLY AUTOMOTIVE INC9.0K shares107.99%2026-03-312026-04-21

PWR QUANTA SVCS INC1.5K shares5.33%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR17.7K shares27.84%2026-03-312026-04-21

BHP BHP BILLITON LIMITED11.1K shares9.31%2026-03-312026-04-21

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IGE ISHARES TR12.4K shares100.00%2026-03-312026-04-21

BP BP PLC16.6K shares-4.15%2026-03-312026-04-21

MOTI VANECK ETF TRUST22.6K shares155.48%2026-03-312026-04-21

COOPER COS INC COOPER COS INC10.8K shares-1.10%2026-03-312026-04-21

CB CHUBB LTD SWITZ2.4K shares-0.67%2026-03-312026-04-21

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IBTH ISHARES TR33.3K shares28.24%2026-03-312026-04-21

ASML ASML HLDG NV563 shares50.94%2026-03-312026-04-21

CARR CARRIER GLOBAL CORPORATION13.2K shares9.07%2026-03-312026-04-21

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HSBC HSBC HLDGS PLC8.9K shares2.68%2026-03-312026-04-21

IEF ISHARES TR7.7K sharesnew addition2026-03-312026-04-21

OTIS OTIS WORLDWIDE CORP9.4K shares91.25%2026-03-312026-04-21

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AOM ISHARES TR15.1K shares2.97%2026-03-312026-04-21

VYMI VANGUARD WHITEHALL FDS7.5K shares0.00%2026-03-312026-04-21

BHK BLACKROCK CORE BD TR74.2K shares-13.45%2026-03-312026-04-21

TYL TYLER TECHNOLOGIES INC2.0K sharesnew addition2026-03-312026-04-21

DVN DEVON ENERGY CORP NEW13.4K shares-15.57%2026-03-312026-04-21

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY8.5K shares0.05%2026-03-312026-04-21

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DIA STATE STR SPDR DOW JONES IND1.4K shares-5.41%2026-03-312026-04-21

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ORI OLD REP INTL CORP16.6K shares0.00%2026-03-312026-04-21

COKE COCA COLA CONS INC3.5K shares-0.58%2026-03-312026-04-21

SLV ISHARES SILVER TR9.7K shares137.49%2026-03-312026-04-21

DTE DTE ENERGY CO4.5K shares12.44%2026-03-312026-04-21

BWXT BWX TECHNOLOGIES INC3.2K shares0.82%2026-03-312026-04-21

CGDG CAPITAL GROUP DIVIDEND GROWE18.1K shares78.88%2026-03-312026-04-21

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DSI ISHARES TR5.0K shares34.40%2026-03-312026-04-21

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DFUV DIMENSIONAL ETF TRUST12.3K shares-8.98%2026-03-312026-04-21

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HALO HALOZYME THERAPEUTICS INC9.1K shares-3.80%2026-03-312026-04-21

DFAT DIMENSIONAL ETF TRUST9.4K shares0.33%2026-03-312026-04-21

FDL FIRST TR EXCHANGE-TRADED FD11.6K shares0.00%2026-03-312026-04-21

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CTAS CINTAS CORP3.4K shares-7.55%2026-03-312026-04-21

XBI SPDR SERIES TRUST4.5K shares8.79%2026-03-312026-04-21

VV VANGUARD INDEX FDS1.9K shares14.08%2026-03-312026-04-21

IVES WEDBUSH SER TR20.3K sharesnew addition2026-03-312026-04-21

THE CIGNA GROUP THE CIGNA GROUP2.1K shares1.95%2026-03-312026-04-21

FFIN FIRST FINL BANKSHARES INC19.2K shares0.00%2026-03-312026-04-21

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC5.7K sharesnew addition2026-03-312026-04-21

ISSC INNOVATIVE SOLUTIONS & SUPPO27.2K shares-69.82%2026-03-312026-04-21

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INTU INTUIT1.3K shares-1.38%2026-03-312026-04-21

TGT TARGET CORP4.6K shares18.48%2026-03-312026-04-21

OXY OCCIDENTAL PETE CORP8.5K sharesnew addition2026-03-312026-04-21

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IBIT ISHARES BITCOIN TRUST ETF14.2K shares184.08%2026-03-312026-04-21

KVUE KENVUE INC31.5K shares75.82%2026-03-312026-04-21

KHC KRAFT HEINZ CO24.0K shares17.07%2026-03-312026-04-21

PRU PRUDENTIAL FINL INC5.5K shares-5.67%2026-03-312026-04-21

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VMC VULCAN MATLS CO2.0K shares1.60%2026-03-312026-04-21

QNITY ELECTRONICS INC QNITY ELECTRONICS INC4.6K shares0.61%2026-03-312026-04-21

TRP TC ENERGY CORP8.5K shares0.02%2026-03-312026-04-21

VOT VANGUARD INDEX FDS2.0K shares160.46%2026-03-312026-04-21

XYLD GLOBAL X FDS13.2K shares95.25%2026-03-312026-04-21

SPGI S&P GLOBAL INC1.2K shares10.44%2026-03-312026-04-21

GBTC GRAYSCALE BITCOIN TRUST ETF9.7K shares57.32%2026-03-312026-04-21

VTIP VANGUARD MALVERN FDS10.1K shares3.81%2026-03-312026-04-21

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STZ CONSTELLATION BRANDS INC3.3K shares0.27%2026-03-312026-04-21

FTV FORTIVE CORP9.0K shares3.96%2026-03-312026-04-21

GM GENERAL MTRS CO6.7K shares16.36%2026-03-312026-04-21

NAMS NEWAMSTERDAM PHARMA COMPANY15.4K shares87.83%2026-03-312026-04-21

VXF VANGUARD INDEX FDS2.4K shares-0.67%2026-03-312026-04-21

DOW DOW HLDGS INC11.7K shares-41.43%2026-03-312026-04-21

STT STATE STR CORP3.6K shares0.00%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC1.6K shares1.11%2026-03-312026-04-21

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MSOS ADVISORSHARES TR125.6K shares1.13%2026-03-312026-04-21

GWRE GUIDEWIRE SOFTWARE INC3.0K shares-14.76%2026-03-312026-04-21

IWV ISHARES TR1.2K shares-9.10%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR3.0K shares26.95%2026-03-312026-04-21

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC6.2K shares0.00%2026-03-312026-04-21

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IBB ISHARES TR2.6K shares20.52%2026-03-312026-04-21

ASTRAZENECA PLC ASTRAZENECA PLC2.2K sharesnew addition2026-03-312026-04-21

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VSGX VANGUARD WORLD FD5.9K sharesnew addition2026-03-312026-04-21

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PEG PUBLIC SVC ENTERPRISE GROUP5.1K shares0.53%2026-03-312026-04-21

TPL TEXAS PACIFIC LAND CORPORATI872 shares0.00%2026-03-312026-04-21

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YUMC YUM CHINA HLDGS INC8.4K shares1.57%2026-03-312026-04-21

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IONS IONIS PHARMACEUTICALS INC5.5K sharesnew addition2026-03-312026-04-21

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IXC ISHARES TR7.0K shares0.00%2026-03-312026-04-21

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HOLX HOLOGIC INC5.2K shares11.13%2026-03-312026-04-21

DJP BARCLAYS BANK PLC8.1K shares0.00%2026-03-312026-04-21

DRI DARDEN RESTAURANTS INC2.0K shares0.66%2026-03-312026-04-21

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FNWD FINWARD BANCORP10.7K shares0.00%2026-03-312026-04-21

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MLM MARTIN MARIETTA MATLS INC631 shares1.12%2026-03-312026-04-21

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NI NISOURCE INC7.9K shares-1.51%2026-03-312026-04-21

NEPH NEPHROS INC120.0K shares140.00%2026-03-312026-04-21

SLF SUN LIFE FINANCIAL INC.5.7K shares0.34%2026-03-312026-04-21

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XEL XCEL ENERGY INC4.4K shares0.23%2026-03-312026-04-21

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STNC HENNESSY FDS TR10.0K shares52.51%2026-03-312026-04-21

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SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC4.4K sharesnew addition2026-03-312026-04-21

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EL LAUDER ESTEE COS INC4.5K shares-4.21%2026-03-312026-04-21

ICE INTERCONTINENTAL EXCHANGE IN2.1K shares-8.59%2026-03-312026-04-21

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DFLV DIMENSIONAL ETF TRUST9.1K shares0.16%2026-03-312026-04-21

GIS GENERAL MILLS INC8.7K shares1.04%2026-03-312026-04-21

HIG HARTFORD INSURANCE GROUP INC2.4K shares0.00%2026-03-312026-04-21

IXG ISHARES TR2.8K shares0.00%2026-03-312026-04-21

NOW SERVICENOW INC3.0K shares6.74%2026-03-312026-04-21

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BIL SPDR SERIES TRUST3.4K shares-0.15%2026-03-312026-04-21

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PPH VANECK ETF TRUST3.0K sharesnew addition2026-03-312026-04-21

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AGI ALAMOS GOLD INC6.9K shares-24.04%2026-03-312026-04-21

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VRTX VERTEX PHARMACEUTICALS INC678 shares37.53%2026-03-312026-04-21

PLD PROLOGIS INC.2.3K shares6.96%2026-03-312026-04-21

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IYH ISHARES TR4.8K shares-17.30%2026-03-312026-04-21

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GMED GLOBUS MED INC3.4K shares-18.75%2026-03-312026-04-21

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SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL739 shares-3.52%2026-03-312026-04-21

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AEM AGNICO EAGLE MINES LTD1.4K sharesnew addition2026-03-312026-04-21

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DHI D R HORTON INC2.0K shares0.00%2026-03-312026-04-21

VBK VANGUARD INDEX FDS930 shares36.76%2026-03-312026-04-21

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VNLA JANUS DETROIT STR TR5.7K shares0.00%2026-03-312026-04-21

FXB INVESCO CURRENCYSHARES BRIT2.2K sharesnew addition2026-03-312026-04-21

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HCA HCA HEALTHCARE INC485 shares0.00%2026-03-312026-04-21

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IXN ISHARES TR2.2K sharesnew addition2026-03-312026-04-21

Sponsored

U UNITY SOFTWARE INC10.0K shares100.28%2026-03-312026-04-21

CGW INVESCO EXCH TRADED FD TR II3.4K sharesnew addition2026-03-312026-04-21

EIS ISHARES INC1.9K sharesnew addition2026-03-312026-04-21

IYW ISHARES TR1.2K shares0.00%2026-03-312026-04-21

VRT VERTIV HOLDINGS CO855 sharesnew addition2026-03-312026-04-21

MET METLIFE INC3.0K sharesnew addition2026-03-312026-04-21

SPSM SPDR SERIES TRUST4.3K sharesnew addition2026-03-312026-04-21

ESGU ISHARES TR1.5K sharesnew addition2026-03-312026-04-21

Sponsored

POCI PRECISION OPTICS CORP INC MA46.7K sharesnew addition2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC522 sharesnew addition2026-03-312026-04-21

PARR PAR PAC HOLDINGS INC3.3K sharesnew addition2026-03-312026-04-21

RDIV INVESCO EXCH TRADED FD TR II3.6K sharesnew addition2026-03-312026-04-21

CMC COMMERCIAL METALS CO3.3K sharesnew addition2026-03-312026-04-21

CAH CARDINAL HEALTH INC947 sharesnew addition2026-03-312026-04-21

PTLO PORTILLOS INC37.1K shares77.03%2026-03-312026-04-21

NAC NUVEEN CA DIVI ADV MUN16.4K shares1.23%2026-03-312026-04-21

Sponsored

BCAL CALIFORNIA BANCORP10.7K sharesnew addition2026-03-312026-04-21

FOLD AMICUS THERAPEUTIC13.0K shares0.00%2026-03-312026-04-21

BAX BAXTER INTL INC10.9K shares4.38%2026-03-312026-04-21

DUOT DUOS TECHNOLOGIES GROUP INC25.6K shares88.67%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL

20.22%

Shares976.7K

Event2026-03-31

Filed2026-04-21

MOAT

VANECK ETF TRUST

34.81%

Shares2.7M

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-2.48%

Shares974.7K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

44.05%

Shares1.6M

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

57.69%

Shares456.8K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

53.23%

Shares243.8K

Event2026-03-31

Filed2026-04-21

FPAG

INVESTMENT MANAGERS SER TR I

167.72%

Shares4.4M

Event2026-03-31

Filed2026-04-21

ALPHABET INC

3.72%

Shares543.2K

Event2026-03-31

Filed2026-04-21

ITOT

ISHARES TR

42.62%

Shares1.1M

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

251.30%

Shares2.1M

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

45.70%

Shares207.9K

Event2026-03-31

Filed2026-04-21

IWR

ISHARES TR

268.64%

Shares1.1M

Event2026-03-31

Filed2026-04-21

ALPHABET INC

3.32%

Shares372.7K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

5.72%

Shares312.0K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

25.23%

Shares202.8K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

18.38%

Shares407.8K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

12.48%

Shares129.8K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

39.42%

Shares552.5K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

34.31%

Shares176.8K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

53.08%

Shares972.6K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

146.53%

Shares724.1K

Event2026-03-31

Filed2026-04-21

SGOV

ISHARES TR

48.23%

Shares690.9K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

-1.29%

Shares89.9K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

4.98%

Shares288.9K

Event2026-03-31

Filed2026-04-21

TCAF

T ROWE PRICE ETF INC

68.89%

Shares1.5M

Event2026-03-31

Filed2026-04-21

SHY

ISHARES TR

260.21%

Shares641.6K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

10.19%

Shares160.0K

Event2026-03-31

Filed2026-04-21

FDX

FEDEX CORP

5.88%

Shares132.5K

Event2026-03-31

Filed2026-04-21

TMO

THERMO FISHER SCIENTIFIC INC

7.06%

Shares90.4K

Event2026-03-31

Filed2026-04-21

IWD

ISHARES TR

23.60%

Shares207.3K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

0.06%

Shares43.3K

Event2026-03-31

Filed2026-04-21

FEGE

RBB FUND TRUST

71.40%

Shares918.0K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

43.56%

Shares98.4K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

151.37%

Shares244.3K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

47.51%

Shares663.7K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

54.13%

Shares197.0K

Event2026-03-31

Filed2026-04-21

PROFESIONALLY MANAGED PORTFO

-60.38%

Shares797.4K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

0.51%

Shares200.5K

Event2026-03-31

Filed2026-04-21

IVE

ISHARES TR

110.80%

Shares194.3K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

33.22%

Shares208.1K

Event2026-03-31

Filed2026-04-21

BAC

BANK AMERICA CORP

7.71%

Shares822.1K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

47.54%

Shares439.6K

Event2026-03-31

Filed2026-04-21

LOW

LOWES COS INC

1.56%

Shares167.7K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

118.90%

Shares64.7K

Event2026-03-31

Filed2026-04-21

AOR

ISHARES TR

16.50%

Shares563.1K

Event2026-03-31

Filed2026-04-21

IWP

ISHARES TR

211.39%

Shares278.5K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

5.33%

Shares158.5K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP

122.41%

Shares232.4K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

5.15%

Shares134.4K

Event2026-03-31

Filed2026-04-21

TE CONNECTIVITY PLC

-0.18%

Shares150.5K

Event2026-03-31

Filed2026-04-21

MGC

VANGUARD WORLD FD

23.05%

Shares132.6K

Event2026-03-31

Filed2026-04-21

LINDE PLC

3.50%

Shares61.7K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

132.09%

Shares376.5K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

121.55%

Shares190.7K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

2.50%

Shares41

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

14.89%

Shares234.5K

Event2026-03-31

Filed2026-04-21

VANGUARD INTL EQUITY INDEX F

7.81%

Shares205.9K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

12.60%

Shares114.9K

Event2026-03-31

Filed2026-04-21

VOE

VANGUARD INDEX FDS

53.02%

Shares148.0K

Event2026-03-31

Filed2026-04-21

VISA INC

12.15%

Shares88.1K

Event2026-03-31

Filed2026-04-21

MASTERCARD INCORPORATED

28.22%

Shares49.8K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

8.51%

Shares76.9K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

12.20%

Shares84.4K

Event2026-03-31

Filed2026-04-21

GAL

SSGA ACTIVE ETF TR

28.83%

Shares485.4K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

12.85%

Shares95.2K

Event2026-03-31

Filed2026-04-21

FITB

FIFTH THIRD BANCORP

-9.92%

Shares483.8K

Event2026-03-31

Filed2026-04-21

BLACKROCK INC

2.10%

Shares22.9K

Event2026-03-31

Filed2026-04-21

JACOBS SOLUTIONS INC

2.21%

Shares171.3K

Event2026-03-31

Filed2026-04-21

ACCENTURE PLC IRELAND

6.69%

Shares109.8K

Event2026-03-31

Filed2026-04-21

IBDR

ISHARES TR

98.13%

Shares882.9K

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS CO

2.76%

Shares70.4K

Event2026-03-31

Filed2026-04-21

SYK

STRYKER CORPORATION

9.75%

Shares64.6K

Event2026-03-31

Filed2026-04-21

DIS

DISNEY WALT CO

7.77%

Shares219.1K

Event2026-03-31

Filed2026-04-21

UNH

UNITEDHEALTH GROUP INC

27.95%

Shares72.6K

Event2026-03-31

Filed2026-04-21