Sponsored

The Analysis of Midway Capital Research & Management's Holdings & P&L

Currently, Midway Capital Research & Management holds 117 types of securities in its portfolio with a total value $106.1M. In the most recent quarter, they have increased their positions in AAPL (+2.3K shares, valued at $581.2K), MA (+664 shares, valued at $331.8K), DOW (+7.2K shares, valued at $299.6K); decreased their positions in SGOV (-5.4K shares, valued at $540.6K), AMAT (-732 shares, valued at $250.2K), MINT (-500 shares, valued at $50.3K); initiated new positions in DOW (+7.2K shares, valued at $299.6K), AEE (+1.8K shares, valued at $199.4K), SBUX (+2.0K shares, valued at $183.1K).

1M P&L

+5.9M+5.60%

3M P&L

+11.4M+11.47%

HY P&L

+10.1M+10.01%

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

1Semiconductor Equipment & Materials9.9M

10.4%

2Credit Services8.5M

8.9%

3N/A7.7M

8.1%

Top Industries by Stock Count

1N/A34 stocks

32.4%

2Semiconductors6 stocks

5.7%

3Credit Services6 stocks

5.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMAT APPLIED MATLS INC COM29.0K shares-2.46%2026-03-312026-04-13

AAPL APPLE INC COM26.1K shares9.62%2026-03-312026-04-13

JLL JONES LANG LASALLE INC COM17.7K shares-0.24%2026-03-312026-04-13

MA MASTERCARD INCORPORATED CL A10.3K shares6.88%2026-03-312026-04-13

APH AMPHENOL CORP CL A38.2K shares-0.46%2026-03-312026-04-13

BN BROOKFIELD CORP CL A LTD VT SH116.5K shares0.69%2026-03-312026-04-13

EWBC EAST WEST BANCORP INC COM39.3K shares0.60%2026-03-312026-04-13

ADI ANALOG DEVICES INC COM12.3K shares-0.26%2026-03-312026-04-13

Sponsored

SYK STRYKER CORPORATION COM11.0K shares1.24%2026-03-312026-04-13

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A9.7K shares0.08%2026-03-312026-04-13

DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND44.4K shares4.86%2026-03-312026-04-13

FCFS FIRSTCASH HOLDINGS INC COM13.9K shares-0.27%2026-03-312026-04-13

LECO LINCOLN ELEC HLDGS INC COM10.4K shares1.19%2026-03-312026-04-13

VRSK VERISK ANALYTICS INC COM13.3K shares6.87%2026-03-312026-04-13

SNPS SYNOPSYS INC COM6.3K shares4.06%2026-03-312026-04-13

ORI OLD REP INTL CORP COM61.9K shares1.71%2026-03-312026-04-13

Sponsored

NEE NEXTERA ENERGY INC COM26.2K shares1.06%2026-03-312026-04-13

MCD MCDONALDS CORP COM7.7K shares2.29%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO COM8.1K shares0.74%2026-03-312026-04-13

EXPD EXPEDITORS INTL WASH INC COM16.2K shares-0.68%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON COM8.7K shares0.31%2026-03-312026-04-13

BLACKROCK INC COM BLACKROCK INC COM2.1K shares0.66%2026-03-312026-04-13

MSCI MSCI INC COM3.8K shares1.40%2026-03-312026-04-13

KMX CARMAX INC COM44.5K shares5.75%2026-03-312026-04-13

Sponsored

QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK14.5K shares11.99%2026-03-312026-04-13

DIS DISNEY WALT CO COM16.3K shares1.27%2026-03-312026-04-13

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF14.3K shares-27.25%2026-03-312026-04-13

SHOP SHOPIFY INC CL A SUB VTG SHS11.9K shares10.40%2026-03-312026-04-13

PFE PFIZER INC COM49.9K shares3.28%2026-03-312026-04-13

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM28.8K shares1.66%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW2.6K shares4.84%2026-03-312026-04-13

ADBE ADOBE INC COM4.9K shares2.39%2026-03-312026-04-13

Sponsored

MTN VAIL RESORTS INC COM8.8K shares8.56%2026-03-312026-04-13

VIG VANGUARD DIVIDEND APPRECIATION ETF5.2K shares7.35%2026-03-312026-04-13

BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS16.1K shares1.80%2026-03-312026-04-13

ITW ILLINOIS TOOL WKS INC COM2.3K shares0.00%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO COM1.8K shares2.92%2026-03-312026-04-13

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND5.3K shares-8.70%2026-03-312026-04-13

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C1.6K shares0.00%2026-03-312026-04-13

MSFT MICROSOFT CORP COM1.0K shares53.82%2026-03-312026-04-13

Sponsored

DOW DOW HLDGS INC COM7.2K sharesnew addition2026-03-312026-04-13

VXF VANGUARD EXTENDED MARKET ETF1.3K shares0.00%2026-03-312026-04-13

FDS FACTSET RESH SYS INC COM1.2K shares17.10%2026-03-312026-04-13

WM WASTE MGMT INC DEL COM1.1K shares-0.18%2026-03-312026-04-13

CME CME GROUP INC COM807 shares0.00%2026-03-312026-04-13

AMZN AMAZON COM INC COM1.1K shares4.81%2026-03-312026-04-13

ESGD ISHARES ESG AWARE MSCI EAFE ETF2.3K shares0.00%2026-03-312026-04-13

AEE AMEREN CORP COM1.8K sharesnew addition2026-03-312026-04-13

Sponsored

BLACKSTONE INC COM BLACKSTONE INC COM1.7K shares6.12%2026-03-312026-04-13

SBUX STARBUCKS CORP COM2.0K sharesnew addition2026-03-312026-04-13

VNLA JANUS HENDERSON SHORT DURATION INCOME ETF3.7K sharesnew addition2026-03-312026-04-13

V VISA INC COM CL A555 sharesnew addition2026-03-312026-04-13

AWK AMERICAN WTR WKS CO INC NEW COM1.1K sharesnew addition2026-03-312026-04-13

CNI CANADIAN NATL RY CO COM1.4K sharesnew addition2026-03-312026-04-13

KO COCA COLA CO COM1.8K sharesnew addition2026-03-312026-04-13

MERCK & CO INC COM MERCK & CO INC COM1.0K sharesnew addition2026-03-312026-04-13

Sponsored

VV VANGUARD LARGE-CAP ETF400 sharesnew addition2026-03-312026-04-13

VTWV VANGUARD RUSSELL 2000 VALUE ETF670 sharesnew addition2026-03-312026-04-13

SHE STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF865 sharesnew addition2026-03-312026-04-13

IVV ISHARES CORE S&P 500 ETF161 sharesnew addition2026-03-312026-04-13

VTI VANGUARD TOTAL STOCK MARKET ETF321 sharesnew addition2026-03-312026-04-13

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF1.1K sharesnew addition2026-03-312026-04-13

AKRE FOCUS ETF AKRE FOCUS ETF1.8K sharesnew addition2026-03-312026-04-13

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF1.0K sharesnew addition2026-03-312026-04-13

Sponsored

TXN TEXAS INSTRS INC COM408 sharesnew addition2026-03-312026-04-13

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND945 sharesnew addition2026-03-312026-04-13

VCR VANGUARD CONSUMER DISCRETIONARY ETF194 sharesnew addition2026-03-312026-04-13

NFLX NETFLIX COM INC600 sharesnew addition2026-03-312026-04-13

VTR VENTAS INC COM700 sharesnew addition2026-03-312026-04-13

MTB M & T BK CORP COM275 sharesnew addition2026-03-312026-04-13

NVS NOVARTIS AG SPONSORED ADR363 sharesnew addition2026-03-312026-04-13

MDLZ MONDELEZ INTL INC CL A950 sharesnew addition2026-03-312026-04-13

Sponsored

ESGV VANGUARD ESG U.S. STOCK ETF487 sharesnew addition2026-03-312026-04-13

SUSL ISHARES ESG MSCI USA LEADERS ETF400 sharesnew addition2026-03-312026-04-13

VTWO VANGUARD RUSSELL 2000 ETF440 sharesnew addition2026-03-312026-04-13

VBK VANGUARD SMALL-CAP GROWTH ETF138 sharesnew addition2026-03-312026-04-13

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF800 sharesnew addition2026-03-312026-04-13

VTV VANGUARD VALUE ETF187 sharesnew addition2026-03-312026-04-13

MU MICRON TECHNOLOGY100 sharesnew addition2026-03-312026-04-13

CVX CHEVRON CORPORATION COM150 sharesnew addition2026-03-312026-04-13

Sponsored

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF500 sharesnew addition2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS85 sharesnew addition2026-03-312026-04-13

EVN EATON VANCE MUN INCOME TR SH BEN INT2.4K sharesnew addition2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS COM100 sharesnew addition2026-03-312026-04-13

OWNS CCM AFFORDABLE HOUSING MBS ETF1.2K sharesnew addition2026-03-312026-04-13

CRM SALESFORCE INC COM100 sharesnew addition2026-03-312026-04-13

PSTG EVERPURE INC CL A280 sharesnew addition2026-03-312026-04-13

VUG VANGUARD GROWTH ETF36 sharesnew addition2026-03-312026-04-13

Sponsored

FAST FASTENAL CO COM336 sharesnew addition2026-03-312026-04-13

SCHA SCHWAB U.S. SMALL-CAP ETF522 sharesnew addition2026-03-312026-04-13

NVDA NVIDIA CORPORATION COM76 sharesnew addition2026-03-312026-04-13

DXCM DEXCOM INC COM200 sharesnew addition2026-03-312026-04-13

COF CAPITAL ONE FINL CORP COM50 sharesnew addition2026-03-312026-04-13

EBAY EBAY INC. COM100 sharesnew addition2026-03-312026-04-13

ESGE ISHARES ESG AWARE MSCI EM ETF178 sharesnew addition2026-03-312026-04-13

DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND50 sharesnew addition2026-03-312026-04-13

Sponsored

BAC BANK AMERICA CORP COM150 sharesnew addition2026-03-312026-04-13

QQQM INVESCO NASDAQ 100 ETF30 sharesnew addition2026-03-312026-04-13

HD HOME DEPOT INC COM20 sharesnew addition2026-03-312026-04-13

VB VANGUARD SMALL-CAP ETF25 sharesnew addition2026-03-312026-04-13

RNXT RENOVORX INC COM NEW6.3K sharesnew addition2026-03-312026-04-13

BROADCOM INC COM BROADCOM INC COM14 sharesnew addition2026-03-312026-04-13

PYPL PAYPAL HLDGS INC COM90 sharesnew addition2026-03-312026-04-13

MOAT VANECK MORNINGSTAR WIDE MOAT ETF40 sharesnew addition2026-03-312026-04-13

Sponsored

EPD ENTERPRISE PRODS PARTNERS L P100 sharesnew addition2026-03-312026-04-13

TNL TRAVEL PLUS LEISURE CO COM49 sharesnew addition2026-03-312026-04-13

KLAC KLA CORP COM NEW2 sharesnew addition2026-03-312026-04-13

ENR ENERGIZER HLDGS INC COM176 sharesnew addition2026-03-312026-04-13

POWERSHARES QQQ TR POWERSHARES QQQ TR5 sharesnew addition2026-03-312026-04-13

CTRA COTERRA ENERGY INC COM75 sharesnew addition2026-03-312026-04-13

ACHR ARCHER AVIATION INC COM CL A475 sharesnew addition2026-03-312026-04-13

META META PLATFORMS INC CL A4 sharesnew addition2026-03-312026-04-13

Sponsored

LLY ELI LILLY & CO COM2 sharesnew addition2026-03-312026-04-13

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN13 sharesnew addition2026-03-312026-04-13

OXY.WS OCCIDENTAL PETE CORP WT EXP 08032712 sharesnew addition2026-03-312026-04-13

INTC INTEL CORP COM9 sharesnew addition2026-03-312026-04-13

TCMD TACTILE SYS TECHNOLOGY INC COM15 sharesnew addition2026-03-312026-04-13

AMAT

APPLIED MATLS INC COM

-2.46%

Shares29.0K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC COM

9.62%

Shares26.1K

Event2026-03-31

Filed2026-04-13

JLL

JONES LANG LASALLE INC COM

-0.24%

Shares17.7K

Event2026-03-31

Filed2026-04-13

MASTERCARD INCORPORATED CL A

6.88%

Shares10.3K

Event2026-03-31

Filed2026-04-13

APH

AMPHENOL CORP CL A

-0.46%

Shares38.2K

Event2026-03-31

Filed2026-04-13

BROOKFIELD CORP CL A LTD VT SH

0.69%

Shares116.5K

Event2026-03-31

Filed2026-04-13

EWBC

EAST WEST BANCORP INC COM

0.60%

Shares39.3K

Event2026-03-31

Filed2026-04-13

ADI

ANALOG DEVICES INC COM

-0.26%

Shares12.3K

Event2026-03-31

Filed2026-04-13

SYK

STRYKER CORPORATION COM

1.24%

Shares11.0K

Event2026-03-31

Filed2026-04-13

ALPHABET INC CAP STK CL A

0.08%

Shares9.7K

Event2026-03-31

Filed2026-04-13

DGS

WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND

4.86%

Shares44.4K

Event2026-03-31

Filed2026-04-13

FCFS

FIRSTCASH HOLDINGS INC COM

-0.27%

Shares13.9K

Event2026-03-31

Filed2026-04-13

LECO

LINCOLN ELEC HLDGS INC COM

1.19%

Shares10.4K

Event2026-03-31

Filed2026-04-13

VRSK

VERISK ANALYTICS INC COM

6.87%

Shares13.3K

Event2026-03-31

Filed2026-04-13

SNPS

SYNOPSYS INC COM

4.06%

Shares6.3K

Event2026-03-31

Filed2026-04-13

ORI

OLD REP INTL CORP COM

1.71%

Shares61.9K

Event2026-03-31

Filed2026-04-13

NEE

NEXTERA ENERGY INC COM

1.06%

Shares26.2K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP COM

2.29%

Shares7.7K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO COM

0.74%

Shares8.1K

Event2026-03-31

Filed2026-04-13

EXPD

EXPEDITORS INTL WASH INC COM

-0.68%

Shares16.2K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON COM

0.31%

Shares8.7K

Event2026-03-31

Filed2026-04-13

BLACKROCK INC COM

0.66%

Shares2.1K

Event2026-03-31

Filed2026-04-13

MSCI

MSCI INC COM

1.40%

Shares3.8K

Event2026-03-31

Filed2026-04-13

KMX

CARMAX INC COM

5.75%

Shares44.5K

Event2026-03-31

Filed2026-04-13

QNITY ELECTRONICS INC COMMON STOCK

11.99%

Shares14.5K

Event2026-03-31

Filed2026-04-13

DIS

DISNEY WALT CO COM

1.27%

Shares16.3K

Event2026-03-31

Filed2026-04-13

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

-27.25%

Shares14.3K

Event2026-03-31

Filed2026-04-13

SHOP

SHOPIFY INC CL A SUB VTG SHS

10.40%

Shares11.9K

Event2026-03-31

Filed2026-04-13

PFE

PFIZER INC COM

3.28%

Shares49.9K

Event2026-03-31

Filed2026-04-13

DUPONT DE NEMOURS INC COM

1.66%

Shares28.8K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL CL B NEW

4.84%

Shares2.6K

Event2026-03-31

Filed2026-04-13

ADBE

ADOBE INC COM

2.39%

Shares4.9K

Event2026-03-31

Filed2026-04-13

MTN

VAIL RESORTS INC COM

8.56%

Shares8.8K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD DIVIDEND APPRECIATION ETF

7.35%

Shares5.2K

Event2026-03-31

Filed2026-04-13

BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS

1.80%

Shares16.1K

Event2026-03-31

Filed2026-04-13

ITW

ILLINOIS TOOL WKS INC COM

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-13

AXP

AMERICAN EXPRESS CO COM

2.92%

Shares1.8K

Event2026-03-31

Filed2026-04-13

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

-8.70%

Shares5.3K

Event2026-03-31

Filed2026-04-13

ALPHABET INC CAP STK CL C

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP COM

53.82%

Shares1.0K

Event2026-03-31

Filed2026-04-13

DOW

DOW HLDGS INC COM

New

Shares7.2K

Event2026-03-31

Filed2026-04-13

VXF

VANGUARD EXTENDED MARKET ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-13

FDS

FACTSET RESH SYS INC COM

17.10%

Shares1.2K

Event2026-03-31

Filed2026-04-13

WASTE MGMT INC DEL COM

-0.18%

Shares1.1K

Event2026-03-31

Filed2026-04-13

CME

CME GROUP INC COM

0.00%

Shares807

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC COM

4.81%

Shares1.1K

Event2026-03-31

Filed2026-04-13

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-13

AEE

AMEREN CORP COM

New

Shares1.8K

Event2026-03-31

Filed2026-04-13

BLACKSTONE INC COM

6.12%

Shares1.7K

Event2026-03-31

Filed2026-04-13

SBUX

STARBUCKS CORP COM

New

Shares2.0K

Event2026-03-31

Filed2026-04-13

VNLA

JANUS HENDERSON SHORT DURATION INCOME ETF

New

Shares3.7K

Event2026-03-31

Filed2026-04-13

VISA INC COM CL A

New

Shares555

Event2026-03-31

Filed2026-04-13

AWK

AMERICAN WTR WKS CO INC NEW COM

New

Shares1.1K

Event2026-03-31

Filed2026-04-13

CNI

CANADIAN NATL RY CO COM

New

Shares1.4K

Event2026-03-31

Filed2026-04-13

COCA COLA CO COM

New

Shares1.8K

Event2026-03-31

Filed2026-04-13

MERCK & CO INC COM

New

Shares1.0K

Event2026-03-31

Filed2026-04-13

VANGUARD LARGE-CAP ETF

New

Shares400

Event2026-03-31

Filed2026-04-13

VTWV

VANGUARD RUSSELL 2000 VALUE ETF

New

Shares670

Event2026-03-31

Filed2026-04-13

SHE

STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF

New

Shares865

Event2026-03-31

Filed2026-04-13

IVV

ISHARES CORE S&P 500 ETF

New

Shares161

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD TOTAL STOCK MARKET ETF

New

Shares321

Event2026-03-31

Filed2026-04-13

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

New

Shares1.1K

Event2026-03-31

Filed2026-04-13

AKRE FOCUS ETF

New

Shares1.8K

Event2026-03-31

Filed2026-04-13

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

New

Shares1.0K

Event2026-03-31

Filed2026-04-13

TXN

TEXAS INSTRS INC COM

New

Shares408

Event2026-03-31

Filed2026-04-13

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

New

Shares945

Event2026-03-31

Filed2026-04-13

VCR

VANGUARD CONSUMER DISCRETIONARY ETF

New

Shares194

Event2026-03-31

Filed2026-04-13

NFLX

NETFLIX COM INC

New

Shares600

Event2026-03-31

Filed2026-04-13

VTR

VENTAS INC COM

New

Shares700

Event2026-03-31

Filed2026-04-13

MTB

M & T BK CORP COM

New

Shares275

Event2026-03-31

Filed2026-04-13

NVS

NOVARTIS AG SPONSORED ADR

New

Shares363

Event2026-03-31

Filed2026-04-13

MDLZ

MONDELEZ INTL INC CL A

New

Shares950

Event2026-03-31

Filed2026-04-13

ESGV

VANGUARD ESG U.S. STOCK ETF

New

Shares487

Event2026-03-31

Filed2026-04-13

SUSL

ISHARES ESG MSCI USA LEADERS ETF

New

Shares400

Event2026-03-31

Filed2026-04-13

VTWO

VANGUARD RUSSELL 2000 ETF

New

Shares440

Event2026-03-31

Filed2026-04-13

VBK

VANGUARD SMALL-CAP GROWTH ETF

New

Shares138

Event2026-03-31

Filed2026-04-13

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

New

Shares800

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD VALUE ETF

New

Shares187

Event2026-03-31

Filed2026-04-13

MICRON TECHNOLOGY

New

Shares100

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION COM

New

Shares150

Event2026-03-31

Filed2026-04-13

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

New

Shares500

Event2026-03-31

Filed2026-04-13

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

New

Shares85

Event2026-03-31

Filed2026-04-13

EVN

EATON VANCE MUN INCOME TR SH BEN INT

New

Shares2.4K

Event2026-03-31

Filed2026-04-13

IBM

INTERNATIONAL BUSINESS MACHS COM

New

Shares100

Event2026-03-31

Filed2026-04-13

OWNS

CCM AFFORDABLE HOUSING MBS ETF

New

Shares1.2K

Event2026-03-31

Filed2026-04-13

CRM

SALESFORCE INC COM

New

Shares100

Event2026-03-31

Filed2026-04-13

PSTG

EVERPURE INC CL A

New

Shares280

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD GROWTH ETF

New

Shares36

Event2026-03-31

Filed2026-04-13

FAST

FASTENAL CO COM

New

Shares336

Event2026-03-31

Filed2026-04-13

SCHA

SCHWAB U.S. SMALL-CAP ETF

New

Shares522

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION COM

New

Shares76

Event2026-03-31

Filed2026-04-13

DXCM

DEXCOM INC COM

New

Shares200

Event2026-03-31

Filed2026-04-13

COF

CAPITAL ONE FINL CORP COM

New

Shares50

Event2026-03-31

Filed2026-04-13

EBAY

EBAY INC. COM

New

Shares100

Event2026-03-31

Filed2026-04-13

ESGE

ISHARES ESG AWARE MSCI EM ETF

New

Shares178

Event2026-03-31

Filed2026-04-13

DXJ

WISDOMTREE JAPAN HEDGED EQUITY FUND

New

Shares50

Event2026-03-31

Filed2026-04-13

BAC

BANK AMERICA CORP COM

New

Shares150

Event2026-03-31

Filed2026-04-13

QQQM

INVESCO NASDAQ 100 ETF

New

Shares30

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC COM

New

Shares20

Event2026-03-31

Filed2026-04-13

VANGUARD SMALL-CAP ETF

New

Shares25

Event2026-03-31

Filed2026-04-13

RNXT

RENOVORX INC COM NEW

New

Shares6.3K

Event2026-03-31

Filed2026-04-13

BROADCOM INC COM

New

Shares14

Event2026-03-31

Filed2026-04-13

PYPL

PAYPAL HLDGS INC COM

New

Shares90

Event2026-03-31

Filed2026-04-13

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

New

Shares40

Event2026-03-31

Filed2026-04-13

EPD

ENTERPRISE PRODS PARTNERS L P

New

Shares100

Event2026-03-31

Filed2026-04-13

TNL

TRAVEL PLUS LEISURE CO COM

New

Shares49

Event2026-03-31

Filed2026-04-13

KLAC

KLA CORP COM NEW

New

Shares2

Event2026-03-31

Filed2026-04-13

ENR

ENERGIZER HLDGS INC COM

New

Shares176

Event2026-03-31

Filed2026-04-13

POWERSHARES QQQ TR

New

Shares5

Event2026-03-31

Filed2026-04-13

CTRA

COTERRA ENERGY INC COM

New

Shares75

Event2026-03-31

Filed2026-04-13

ACHR

ARCHER AVIATION INC COM CL A

New

Shares475

Event2026-03-31

Filed2026-04-13