Sponsored

The Analysis of Midwest Professional Planners, LTD.'s Holdings & P&L

Currently, Midwest Professional Planners, LTD. holds 131 types of securities in its portfolio with a total value $510.3M. In the most recent quarter, they have increased their positions in IJH (+52.8K shares, valued at $4.1M), IWS (+23.8K shares, valued at $3.9M), IWD (+15.9K shares, valued at $3.9M); decreased their positions in SHV (-41.5K shares, valued at $4.6M), EFA (-32.0K shares, valued at $3.3M), PAYX (-16.6K shares, valued at $1.6M); initiated new positions in IWS (+23.8K shares, valued at $3.9M), IWD (+15.9K shares, valued at $3.9M), NBIS (+1.7K shares, valued at $468.9K).

1M P&L

+3.5M+1.01%

3M P&L

-13.2M-3.58%

HY P&L

+18.3M+5.43%

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/A127.2M

35.0%

2Semiconductors57.2M

15.7%

3Semiconductor Equipment & Materials31.3M

8.6%

Top Industries by Stock Count

1N/A30 stocks

27.5%

2Semiconductors8 stocks

7.3%

3Utilities - Regulated Electric5 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T72.5K shares6.79%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC23.0K shares-4.93%2026-06-302026-08-05

LRCX LAM RESEARCH CORP37.3K shares-3.61%2026-06-302026-08-05

NVDA NVIDIA CORPORATION79.0K shares-0.20%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC26.4K shares2.67%2026-06-302026-08-05

BROADCOM INC BROADCOM INC35.3K shares-7.94%2026-06-302026-08-05

SHV ISHARES TR114.0K shares-26.70%2026-06-302026-08-05

IJH ISHARES TR137.1K shares62.67%2026-06-302026-08-05

Sponsored

CMI CUMMINS INC12.7K shares3.61%2026-06-302026-08-05

IBTG ISHARES TR393.7K shares7.92%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC7.5K shares-0.61%2026-06-302026-08-05

IEI ISHARES TR71.5K shares6.59%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO24.5K shares-5.09%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC16.4K shares10.38%2026-06-302026-08-05

TER TERADYNE INC15.7K shares2.12%2026-06-302026-08-05

ETN EATON CORP PLC17.3K shares-0.53%2026-06-302026-08-05

Sponsored

IBTH ISHARES TR313.1K shares18.27%2026-06-302026-08-05

EFA ISHARES TR66.6K shares-32.45%2026-06-302026-08-05

ISHARES TR ISHARES TR68.4K shares7.52%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC6.7K shares1.26%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION35.0K shares1.70%2026-06-302026-08-05

IWV ISHARES TR15.2K shares0.70%2026-06-302026-08-05

EEM ISHARES TR92.3K shares-3.29%2026-06-302026-08-05

MCO MOODYS CORP12.2K shares0.08%2026-06-302026-08-05

Sponsored

ARM ARM HOLDINGS PLC15.4K shares2.73%2026-06-302026-08-05

EMXC ISHARES INC53.3K shares-7.90%2026-06-302026-08-05

COF CAPITAL ONE FINL CORP26.2K shares-10.97%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION5.6K shares-1.60%2026-06-302026-08-05

OSK OSHKOSH CORP33.1K shares5.55%2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP9.8K shares-0.02%2026-06-302026-08-05

UNP UNION PAC CORP17.4K shares15.44%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO13.7K shares3.31%2026-06-302026-08-05

Sponsored

VISA INC VISA INC13.1K shares5.14%2026-06-302026-08-05

SDCI USCF ETF TR167.3K shares11.13%2026-06-302026-08-05

MSFT MICROSOFT CORP11.7K shares-5.30%2026-06-302026-08-05

HPE HEWLETT PACKARD ENTERPRISE C92.9K shares1.03%2026-06-302026-08-05

ASML ASML HLDG NV2.1K shares55.50%2026-06-302026-08-05

CWB SPDR SERIES TRUST37.7K shares-3.27%2026-06-302026-08-05

QLTA ISHARES TR83.6K shares5.97%2026-06-302026-08-05

IWN ISHARES TR17.9K shares-5.05%2026-06-302026-08-05

Sponsored

IWO ISHARES TR10.0K shares-5.22%2026-06-302026-08-05

IWS ISHARES TR23.8K sharesnew addition2026-06-302026-08-05

QQQ INVESCO QQQ TR5.3K shares-8.28%2026-06-302026-08-05

AAPL APPLE INC13.5K shares0.66%2026-06-302026-08-05

IWD ISHARES TR15.9K sharesnew addition2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR19.7K shares-21.11%2026-06-302026-08-05

NSC NORFOLK SOUTHN CORP11.6K shares5.03%2026-06-302026-08-05

RY ROYAL BK CDA17.4K shares6.79%2026-06-302026-08-05

Sponsored

GOOG ALPHABET INC9.9K shares2.79%2026-06-302026-08-05

KLAC KLA CORP11.4K shares1020.06%2026-06-302026-08-05

IBTI ISHARES TR155.9K shares31.20%2026-06-302026-08-05

ADI ANALOG DEVICES INC8.6K shares-1.49%2026-06-302026-08-05

IJR ISHARES TR23.1K shares0.36%2026-06-302026-08-05

ORACLE CORP ORACLE CORP22.9K shares0.48%2026-06-302026-08-05

MASTERCARD INCORPORATED MASTERCARD INCORPORATED6.5K shares1.04%2026-06-302026-08-05

ANET ARISTA NETWORKS INC19.1K shares2.79%2026-06-302026-08-05

Sponsored

META PLATFORMS INC META PLATFORMS INC5.7K shares-3.62%2026-06-302026-08-05

EPR EPR PPTYS53.3K shares42.08%2026-06-302026-08-05

MAIN MAIN STR CAP CORP57.2K shares5.12%2026-06-302026-08-05

EW EDWARDS LIFESCIENCES CORP31.1K shares5.23%2026-06-302026-08-05

ABBVIE INC ABBVIE INC11.2K shares2.52%2026-06-302026-08-05

NOC NORTHROP GRUMMAN CORP5.5K shares9.78%2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL12.5K shares-3.29%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC22.8K shares-2.78%2026-06-302026-08-05

Sponsored

AMGN AMGEN INC7.3K shares8.81%2026-06-302026-08-05

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V9.2K shares100.54%2026-06-302026-08-05

BLK BLACKROCK INC2.6K shares0.70%2026-06-302026-08-05

MLPX GLOBAL X FDS32.8K shares13.16%2026-06-302026-08-05

WTM WHITE MTNS INS GROUP LTD1.2K shares194.68%2026-06-302026-08-05

AMZN AMAZON COM INC10.0K shares8.76%2026-06-302026-08-05

FCNCA FIRST CTZNS BANCSHARES INC D1.1K shares13.35%2026-06-302026-08-05

DATADOG INC DATADOG INC8.9K shares37.06%2026-06-302026-08-05

Sponsored

TRMD TORM PLC87.3K shares-4.62%2026-06-302026-08-05

OHI OMEGA HEALTHCARE INVS INC47.5K shares5.13%2026-06-302026-08-05

PBA PEMBINA PIPELINE CORP48.6K shares102.51%2026-06-302026-08-05

LNG CHENIERE ENERGY INC9.1K shares-0.01%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP15.8K shares13.82%2026-06-302026-08-05

PSA PUBLIC STORAGE6.8K shares24.61%2026-06-302026-08-05

IEF ISHARES TR22.0K shares7.93%2026-06-302026-08-05

DAC DANAOS CORPORATION16.9K shares225.07%2026-06-302026-08-05

Sponsored

TC ENERGY CORP TC ENERGY CORP31.0K shares89.77%2026-06-302026-08-05

JEPI J P MORGAN EXCHANGE TRADED F36.0K shares12.61%2026-06-302026-08-05

SHY ISHARES TR24.6K shares3.89%2026-06-302026-08-05

IBKR INTERACTIVE BROKERS GROUP IN22.7K shares14.52%2026-06-302026-08-05

SHOP SHOPIFY INC15.6K shares6.98%2026-06-302026-08-05

VRTX VERTEX PHARMACEUTICALS INC3.5K shares-2.20%2026-06-302026-08-05

IBTJ ISHARES TR76.7K shares32.75%2026-06-302026-08-05

CDNS CADENCE DESIGN SYSTEM INC4.3K shares21.57%2026-06-302026-08-05

Sponsored

TSLA TESLA INC3.7K shares3.67%2026-06-302026-08-05

CVX CHEVRON CORPORATION9.0K shares15.47%2026-06-302026-08-05

DOMINION ENERGY INC DOMINION ENERGY INC20.9K shares1.02%2026-06-302026-08-05

ARES CAPITAL CORP ARES CAPITAL CORP76.6K shares10.96%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC9.8K shares36.34%2026-06-302026-08-05

PLD PROLOGIS INC.9.9K shares15.07%2026-06-302026-08-05

OGE OGE ENERGY CORP25.8K shares8.25%2026-06-302026-08-05

MFC MANULIFE FINL CORP30.6K shares10.63%2026-06-302026-08-05

Sponsored

XEL XCEL ENERGY INC15.4K shares13.33%2026-06-302026-08-05

SOFI SOFI TECHNOLOGIES INC67.5K shares-0.23%2026-06-302026-08-05

MNST MONSTER BEVERAGE CORP NEW11.8K shares2.79%2026-06-302026-08-05

DE DEERE & CO1.8K shares3.06%2026-06-302026-08-05

ISRG INTUITIVE SURGICAL INC2.8K shares0.22%2026-06-302026-08-05

RNR RENAISSANCERE HLDGS LTD3.4K shares1.81%2026-06-302026-08-05

PFS PROVIDENT FINL SVCS INC39.9K shares76.83%2026-06-302026-08-05

CNX CNX RES CORP26.8K shares0.43%2026-06-302026-08-05

Sponsored

GOOGL ALPHABET INC2.4K shares3.51%2026-06-302026-08-05

BSX BOSTON SCIENTIFIC CORP17.8K shares-56.09%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC6.1K shares-0.78%2026-06-302026-08-05

PR PERMIAN RESOURCES CORP34.0K shares11.52%2026-06-302026-08-05

PAYX PAYCHEX INC6.0K shares-73.37%2026-06-302026-08-05

IBTK ISHARES TR25.6K shares134.51%2026-06-302026-08-05

NBIS NEBIUS GROUP N.V.1.7K sharesnew addition2026-06-302026-08-05

CRM SALESFORCE INC3.0K shares-68.42%2026-06-302026-08-05

Sponsored

CRDO CREDO TECHNOLOGY GROUP HOLDI1.7K sharesnew addition2026-06-302026-08-05

PG PROCTER & GAMBLE CO2.8K shares2.57%2026-06-302026-08-05

BNTX BIONTECH SE4.0K shares-0.17%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL727 shares-1.49%2026-06-302026-08-05

TDY TELEDYNE TECHNOLOGIES INC530 shares7.29%2026-06-302026-08-05

VO VANGUARD INDEX FDS4.1K shares288.02%2026-06-302026-08-05

BMI BADGER METER INC2.2K shares0.00%2026-06-302026-08-05

TLH ISHARES TR3.0K shares10.43%2026-06-302026-08-05

Sponsored

WEC WEC ENERGY GROUP INC2.5K shares0.00%2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.3.7K shares1.96%2026-06-302026-08-05

CAT CATERPILLAR INC251 sharesnew addition2026-06-302026-08-05

VV VANGUARD INDEX FDS730 shares-11.94%2026-06-302026-08-05

MKC MCCORMICK & CO INC4.8K sharesnew addition2026-06-302026-08-05

SYM SYMBOTIC INC5.3K shares8.66%2026-06-302026-08-05

OKLO OKLO INC4.5K shares-10.50%2026-06-302026-08-05

FLOT ISHARES TR4.4K shares8.95%2026-06-302026-08-05

Sponsored

NTES NETEASE COM INC1.6K sharesnew addition2026-06-302026-08-05

QCOM QUALCOMM INC1.1K sharesnew addition2026-06-302026-08-05

NAGE NIAGEN BIOSCIENCE INC20.9K shares0.00%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T

6.79%

Shares72.5K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

-4.93%

Shares23.0K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

-3.61%

Shares37.3K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

-0.20%

Shares79.0K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

2.67%

Shares26.4K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

-7.94%

Shares35.3K

Event2026-06-30

Filed2026-08-05

SHV

ISHARES TR

-26.70%

Shares114.0K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

62.67%

Shares137.1K

Event2026-06-30

Filed2026-08-05

CMI

CUMMINS INC

3.61%

Shares12.7K

Event2026-06-30

Filed2026-08-05

IBTG

ISHARES TR

7.92%

Shares393.7K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

-0.61%

Shares7.5K

Event2026-06-30

Filed2026-08-05

IEI

ISHARES TR

6.59%

Shares71.5K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

-5.09%

Shares24.5K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

10.38%

Shares16.4K

Event2026-06-30

Filed2026-08-05

TER

TERADYNE INC

2.12%

Shares15.7K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC

-0.53%

Shares17.3K

Event2026-06-30

Filed2026-08-05

IBTH

ISHARES TR

18.27%

Shares313.1K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

-32.45%

Shares66.6K

Event2026-06-30

Filed2026-08-05

ISHARES TR

7.52%

Shares68.4K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

1.26%

Shares6.7K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

1.70%

Shares35.0K

Event2026-06-30

Filed2026-08-05

IWV

ISHARES TR

0.70%

Shares15.2K

Event2026-06-30

Filed2026-08-05

EEM

ISHARES TR

-3.29%

Shares92.3K

Event2026-06-30

Filed2026-08-05

MCO

MOODYS CORP

0.08%

Shares12.2K

Event2026-06-30

Filed2026-08-05

ARM

ARM HOLDINGS PLC

2.73%

Shares15.4K

Event2026-06-30

Filed2026-08-05

EMXC

ISHARES INC

-7.90%

Shares53.3K

Event2026-06-30

Filed2026-08-05

COF

CAPITAL ONE FINL CORP

-10.97%

Shares26.2K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

-1.60%

Shares5.6K

Event2026-06-30

Filed2026-08-05

OSK

OSHKOSH CORP

5.55%

Shares33.1K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

-0.02%

Shares9.8K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

15.44%

Shares17.4K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

3.31%

Shares13.7K

Event2026-06-30

Filed2026-08-05

VISA INC

5.14%

Shares13.1K

Event2026-06-30

Filed2026-08-05

SDCI

USCF ETF TR

11.13%

Shares167.3K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

-5.30%

Shares11.7K

Event2026-06-30

Filed2026-08-05

HPE

HEWLETT PACKARD ENTERPRISE C

1.03%

Shares92.9K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

55.50%

Shares2.1K

Event2026-06-30

Filed2026-08-05

CWB

SPDR SERIES TRUST

-3.27%

Shares37.7K

Event2026-06-30

Filed2026-08-05

QLTA

ISHARES TR

5.97%

Shares83.6K

Event2026-06-30

Filed2026-08-05

IWN

ISHARES TR

-5.05%

Shares17.9K

Event2026-06-30

Filed2026-08-05

IWO

ISHARES TR

-5.22%

Shares10.0K

Event2026-06-30

Filed2026-08-05

IWS

ISHARES TR

New

Shares23.8K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

-8.28%

Shares5.3K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

0.66%

Shares13.5K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

New

Shares15.9K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

-21.11%

Shares19.7K

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHN CORP

5.03%

Shares11.6K

Event2026-06-30

Filed2026-08-05

ROYAL BK CDA

6.79%

Shares17.4K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

2.79%

Shares9.9K

Event2026-06-30

Filed2026-08-05

KLAC

KLA CORP

1020.06%

Shares11.4K

Event2026-06-30

Filed2026-08-05

IBTI

ISHARES TR

31.20%

Shares155.9K

Event2026-06-30

Filed2026-08-05

ADI

ANALOG DEVICES INC

-1.49%

Shares8.6K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

0.36%

Shares23.1K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

0.48%

Shares22.9K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

1.04%

Shares6.5K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC

2.79%

Shares19.1K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

-3.62%

Shares5.7K

Event2026-06-30

Filed2026-08-05

EPR

EPR PPTYS

42.08%

Shares53.3K

Event2026-06-30

Filed2026-08-05

MAIN

MAIN STR CAP CORP

5.12%

Shares57.2K

Event2026-06-30

Filed2026-08-05

EDWARDS LIFESCIENCES CORP

5.23%

Shares31.1K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

2.52%

Shares11.2K

Event2026-06-30

Filed2026-08-05

NOC

NORTHROP GRUMMAN CORP

9.78%

Shares5.5K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

-3.29%

Shares12.5K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

-2.78%

Shares22.8K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

8.81%

Shares7.3K

Event2026-06-30

Filed2026-08-05

NXP SEMICONDUCTORS N V

100.54%

Shares9.2K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

0.70%

Shares2.6K

Event2026-06-30

Filed2026-08-05

MLPX

GLOBAL X FDS

13.16%

Shares32.8K

Event2026-06-30

Filed2026-08-05

WTM

WHITE MTNS INS GROUP LTD

194.68%

Shares1.2K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

8.76%

Shares10.0K

Event2026-06-30

Filed2026-08-05

FCNCA

FIRST CTZNS BANCSHARES INC D

13.35%

Shares1.1K

Event2026-06-30

Filed2026-08-05

DATADOG INC

37.06%

Shares8.9K

Event2026-06-30

Filed2026-08-05

TRMD

TORM PLC

-4.62%

Shares87.3K

Event2026-06-30

Filed2026-08-05

OHI

OMEGA HEALTHCARE INVS INC

5.13%

Shares47.5K

Event2026-06-30

Filed2026-08-05

PBA

PEMBINA PIPELINE CORP

102.51%

Shares48.6K

Event2026-06-30

Filed2026-08-05

LNG

CHENIERE ENERGY INC

-0.01%

Shares9.1K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

13.82%

Shares15.8K

Event2026-06-30

Filed2026-08-05

PSA

PUBLIC STORAGE

24.61%

Shares6.8K

Event2026-06-30

Filed2026-08-05

IEF

ISHARES TR

7.93%

Shares22.0K

Event2026-06-30

Filed2026-08-05

DAC

DANAOS CORPORATION

225.07%

Shares16.9K

Event2026-06-30

Filed2026-08-05

TC ENERGY CORP

89.77%

Shares31.0K

Event2026-06-30

Filed2026-08-05

JEPI

J P MORGAN EXCHANGE TRADED F

12.61%

Shares36.0K

Event2026-06-30

Filed2026-08-05

SHY

ISHARES TR

3.89%

Shares24.6K

Event2026-06-30

Filed2026-08-05

IBKR

INTERACTIVE BROKERS GROUP IN

14.52%

Shares22.7K

Event2026-06-30

Filed2026-08-05

SHOP

SHOPIFY INC

6.98%

Shares15.6K

Event2026-06-30

Filed2026-08-05

VRTX

VERTEX PHARMACEUTICALS INC

-2.20%

Shares3.5K

Event2026-06-30

Filed2026-08-05

IBTJ

ISHARES TR

32.75%

Shares76.7K

Event2026-06-30

Filed2026-08-05

CDNS

CADENCE DESIGN SYSTEM INC

21.57%

Shares4.3K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

3.67%

Shares3.7K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

15.47%

Shares9.0K

Event2026-06-30

Filed2026-08-05

DOMINION ENERGY INC

1.02%

Shares20.9K

Event2026-06-30

Filed2026-08-05

ARES CAPITAL CORP

10.96%

Shares76.6K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

36.34%

Shares9.8K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS INC.

15.07%

Shares9.9K

Event2026-06-30

Filed2026-08-05

OGE

OGE ENERGY CORP

8.25%

Shares25.8K

Event2026-06-30

Filed2026-08-05

MFC

MANULIFE FINL CORP

10.63%

Shares30.6K

Event2026-06-30

Filed2026-08-05

XEL

XCEL ENERGY INC

13.33%

Shares15.4K

Event2026-06-30

Filed2026-08-05

SOFI

SOFI TECHNOLOGIES INC

-0.23%

Shares67.5K

Event2026-06-30

Filed2026-08-05

MNST

MONSTER BEVERAGE CORP NEW

2.79%

Shares11.8K

Event2026-06-30

Filed2026-08-05

DEERE & CO

3.06%

Shares1.8K

Event2026-06-30

Filed2026-08-05

ISRG

INTUITIVE SURGICAL INC

0.22%

Shares2.8K

Event2026-06-30

Filed2026-08-05

RNR

RENAISSANCERE HLDGS LTD

1.81%

Shares3.4K

Event2026-06-30

Filed2026-08-05

PFS

PROVIDENT FINL SVCS INC

76.83%

Shares39.9K

Event2026-06-30

Filed2026-08-05

CNX

CNX RES CORP

0.43%

Shares26.8K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

3.51%

Shares2.4K

Event2026-06-30

Filed2026-08-05

BSX

BOSTON SCIENTIFIC CORP

-56.09%

Shares17.8K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC

-0.78%

Shares6.1K

Event2026-06-30

Filed2026-08-05

PERMIAN RESOURCES CORP

11.52%

Shares34.0K

Event2026-06-30

Filed2026-08-05

PAYX

PAYCHEX INC

-73.37%

Shares6.0K

Event2026-06-30

Filed2026-08-05

IBTK

ISHARES TR

134.51%

Shares25.6K

Event2026-06-30

Filed2026-08-05

NBIS

NEBIUS GROUP N.V.

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC

-68.42%

Shares3.0K

Event2026-06-30

Filed2026-08-05

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

2.57%

Shares2.8K

Event2026-06-30

Filed2026-08-05

BNTX

BIONTECH SE

-0.17%

Shares4.0K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.49%

Shares727

Event2026-06-30

Filed2026-08-05

TDY

TELEDYNE TECHNOLOGIES INC

7.29%

Shares530

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

288.02%

Shares4.1K

Event2026-06-30

Filed2026-08-05

BMI

BADGER METER INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

TLH

ISHARES TR

10.43%

Shares3.0K

Event2026-06-30

Filed2026-08-05

WEC

WEC ENERGY GROUP INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

1.96%

Shares3.7K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

New

Shares251

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-11.94%

Shares730

Event2026-06-30

Filed2026-08-05

MKC

MCCORMICK & CO INC

New

Shares4.8K

Event2026-06-30

Filed2026-08-05

SYM

SYMBOTIC INC

8.66%

Shares5.3K

Event2026-06-30

Filed2026-08-05

OKLO

OKLO INC

-10.50%

Shares4.5K

Event2026-06-30

Filed2026-08-05

FLOT

ISHARES TR

8.95%

Shares4.4K

Event2026-06-30

Filed2026-08-05

NTES

NETEASE COM INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

NAGE

NIAGEN BIOSCIENCE INC

0.00%

Shares20.9K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available