Sponsored

The Analysis of Mill Capital Management, LLC's Holdings & P&L

Currently, Mill Capital Management, LLC holds 130 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in SPGI (+43.5K shares, valued at $18.5M), N/A (+9.0K shares, valued at $4.3M), BSX (+42.5K shares, valued at $2.7M); decreased their positions in N/A (-53.7K shares, valued at $15.6M), BRK.A (-15 shares, valued at $10.8M), MU (-12.5K shares, valued at $4.2M); initiated new positions in SPGI (+43.5K shares, valued at $18.5M), LMT (+375 shares, valued at $226.6K), N/A (+4.5K shares, valued at $207.6K).

1M P&L

+52.0M+4.46%

3M P&L

+56.4M+4.86%

HY P&L

+86.9M+7.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Consumer Electronics128.2M

11.6%

2Credit Services95.6M

8.7%

3Software - Infrastructure93.5M

8.5%

Top Industries by Stock Count

1N/A16 stocks

14.3%

2Drug Manufacturers - General6 stocks

5.4%

3Specialty Industrial Machinery5 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC505.3K shares-0.49%2026-03-312026-05-04

ALPHABET INC ALPHABET INC331.7K shares-2.96%2026-03-312026-05-04

MSFT MICROSOFT CORP201.6K shares0.51%2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL102 shares-12.82%2026-03-312026-05-04

XOM EXXON MOBIL CORP365.8K shares-0.02%2026-03-312026-05-04

V VISA INC194.6K shares1.52%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO198.5K shares0.17%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL89.9K shares11.16%2026-03-312026-05-04

Sponsored

MU MICRON TECHNOLOGY INC122.0K shares-9.32%2026-03-312026-05-04

AMZN AMAZON COM INC193.2K shares1.02%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC80.9K shares0.08%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO121.5K shares-0.19%2026-03-312026-05-04

UNP UNION PAC CORP134.4K shares3.27%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON118.8K shares0.05%2026-03-312026-05-04

TDG TRANSDIGM GROUP INC24.9K shares0.23%2026-03-312026-05-04

ASML ASML HLDG NV20.1K shares-0.34%2026-03-312026-05-04

Sponsored

BKNG BOOKING HOLDINGS INC5.7K shares1.15%2026-03-312026-05-04

ICE INTERCONTINENTAL EXCHANGE IN151.5K shares3.47%2026-03-312026-05-04

ALPHABET INC ALPHABET INC76.0K shares-4.72%2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC62.1K shares0.06%2026-03-312026-05-04

AMT AMERICAN TOWER CORP123.3K shares0.27%2026-03-312026-05-04

ZTS ZOETIS INC173.8K shares6.84%2026-03-312026-05-04

LINDE PLC LINDE PLC41.1K shares2.09%2026-03-312026-05-04

SPGI S&P GLOBAL INC43.5K sharesnew addition2026-03-312026-05-04

Sponsored

LH LABCORP HOLDINGS INC64.5K shares0.44%2026-03-312026-05-04

VRSN VERISIGN INC67.0K shares0.10%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC59.5K shares-1.33%2026-03-312026-05-04

CPRT COPART INC449.9K shares1.12%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC72.2K shares0.00%2026-03-312026-05-04

CRM SALESFORCE INC59.9K shares-0.16%2026-03-312026-05-04

OTIS OTIS WORLDWIDE CORP144.4K shares0.42%2026-03-312026-05-04

APH AMPHENOL CORP87.2K shares8.08%2026-03-312026-05-04

Sponsored

BSX BOSTON SCIENTIFIC CORP149.8K shares39.56%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC64.4K shares0.00%2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP34.6K shares-1.42%2026-03-312026-05-04

TT TRANE TECHNOLOGIES PLC17.6K shares-1.12%2026-03-312026-05-04

WFC WELLS FARGO & CO79.5K shares-2.45%2026-03-312026-05-04

CAT CATERPILLAR INC8.5K shares-3.88%2026-03-312026-05-04

CVX CHEVRON CORPORATION27.7K shares-0.25%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE19.3K shares0.00%2026-03-312026-05-04

Sponsored

PG PROCTER & GAMBLE CO35.7K shares-5.12%2026-03-312026-05-04

CMCSA COMCAST CORP NEW150.8K shares-19.69%2026-03-312026-05-04

PFE PFIZER INC153.9K shares-2.78%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC11.8K shares0.00%2026-03-312026-05-04

GEV GE VERNOVA INC4.4K shares0.00%2026-03-312026-05-04

MLM MARTIN MARIETTA MATLS INC6.2K shares0.00%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW24.3K shares-6.38%2026-03-312026-05-04

ELV ELEVANCE HEALTH INC FORMERLY10.1K shares0.00%2026-03-312026-05-04

Sponsored

SHEL SHELL PLC31.7K shares-7.47%2026-03-312026-05-04

NSC NORFOLK SOUTHN CORP9.1K shares0.00%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO42.9K shares-7.55%2026-03-312026-05-04

KO COCA COLA CO34.0K shares-0.09%2026-03-312026-05-04

HD HOME DEPOT INC7.3K shares-1.04%2026-03-312026-05-04

YUM YUM BRANDS INC15.4K shares-9.15%2026-03-312026-05-04

ORCL ORACLE CORP15.5K shares0.00%2026-03-312026-05-04

NEE NEXTERA ENERGY INC24.0K shares0.00%2026-03-312026-05-04

Sponsored

RSG REPUBLIC SVCS INC10.1K shares0.00%2026-03-312026-05-04

COP CONOCOPHILLIPS16.7K shares-11.26%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC2.5K shares0.00%2026-03-312026-05-04

SPAB SPDR SERIES TRUST81.1K shares37.52%2026-03-312026-05-04

MDLZ MONDELEZ INTL INC34.6K shares-15.14%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS38.5K shares50.55%2026-03-312026-05-04

MMM 3M CO13.0K shares-1.14%2026-03-312026-05-04

TXN TEXAS INSTRS INC9.5K shares0.00%2026-03-312026-05-04

Sponsored

BAC BANK AMERICA CORP35.0K shares-0.57%2026-03-312026-05-04

LLY ELI LILLY & CO1.8K shares0.00%2026-03-312026-05-04

EMR EMERSON ELEC CO12.6K shares0.00%2026-03-312026-05-04

SYK STRYKER CORPORATION4.8K shares0.00%2026-03-312026-05-04

TJX TJX COS INC NEW9.6K shares0.00%2026-03-312026-05-04

MCD MCDONALDS CORP4.8K shares-3.17%2026-03-312026-05-04

CME CME GROUP INC4.5K shares0.00%2026-03-312026-05-04

MSI MOTOROLA SOLUTIONS INC2.9K shares-0.85%2026-03-312026-05-04

Sponsored

LOW LOWES COS INC5.1K shares0.00%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR13.0K shares0.00%2026-03-312026-05-04

IR INGERSOLL RAND INC13.1K shares-11.87%2026-03-312026-05-04

CB CHUBB LTD SWITZ3.2K shares0.00%2026-03-312026-05-04

IWR ISHARES TR10.5K shares0.00%2026-03-312026-05-04

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D525 shares0.00%2026-03-312026-05-04

L LOEWS CORP9.3K shares-16.52%2026-03-312026-05-04

ABBV ABBVIE INC4.4K shares0.00%2026-03-312026-05-04

Sponsored

CMI CUMMINS INC1.7K shares0.00%2026-03-312026-05-04

HON HONEYWELL INTL INC3.8K shares0.00%2026-03-312026-05-04

DIS DISNEY WALT CO8.6K shares0.00%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS3.4K shares-17.27%2026-03-312026-05-04

FITB FIFTH THIRD BANCORP17.2K shares0.00%2026-03-312026-05-04

BP BP PLC15.4K shares-3.67%2026-03-312026-05-04

BDX BECTON DICKINSON & CO4.3K shares-21.63%2026-03-312026-05-04

NVS NOVARTIS AG4.4K shares0.00%2026-03-312026-05-04

Sponsored

PSX PHILLIPS 663.5K shares-16.46%2026-03-312026-05-04

KMB KIMBERLY-CLARK CORP6.3K shares-0.91%2026-03-312026-05-04

ZBH ZIMMER BIOMET HOLDINGS INC6.8K shares0.00%2026-03-312026-05-04

PEP PEPSICO INC3.9K shares-18.19%2026-03-312026-05-04

BROADCOM INC BROADCOM INC1.9K shares0.00%2026-03-312026-05-04

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.8K shares0.00%2026-03-312026-05-04

SUSA ISHARES TR4.2K shares0.00%2026-03-312026-05-04

GEHC GE HEALTHCARE TECHNOLOGIES I7.1K shares0.00%2026-03-312026-05-04

Sponsored

SPY STATE STR SPDR S&P 500 ETF T751 shares13.10%2026-03-312026-05-04

GRMN GARMIN LTD2.0K shares0.00%2026-03-312026-05-04

WMT WALMART INC3.7K shares0.00%2026-03-312026-05-04

PNC PNC FINL SVCS GROUP INC2.1K shares0.00%2026-03-312026-05-04

ENB ENBRIDGE INC7.4K shares-19.56%2026-03-312026-05-04

ORI OLD REP INTL CORP9.4K shares-14.40%2026-03-312026-05-04

IVV ISHARES TR550 shares0.00%2026-03-312026-05-04

EQR EQUITY RESIDENTIAL5.7K shares-9.60%2026-03-312026-05-04

Sponsored

DGX QUEST DIAGNOSTICS INC1.6K shares0.00%2026-03-312026-05-04

LNC LINCOLN NATL CORP IND8.2K shares-19.74%2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC1.0K shares0.00%2026-03-312026-05-04

RF REGIONS FINANCIAL CORP NEW10.9K shares-10.60%2026-03-312026-05-04

CORPAY INC CORPAY INC950 shares-98.26%2026-03-312026-05-04

DEO DIAGEO PLC3.7K shares-2.63%2026-03-312026-05-04

FDX FEDEX CORP750 shares7.14%2026-03-312026-05-04

TSLA TESLA INC710 shares0.00%2026-03-312026-05-04

Sponsored

IWP ISHARES TR2.0K shares0.00%2026-03-312026-05-04

YUMC YUM CHINA HLDGS INC5.2K shares-15.51%2026-03-312026-05-04

MBB ISHARES TR2.6K shares25.44%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP375 sharesnew addition2026-03-312026-05-04

ITW ILLINOIS TOOL WKS INC857 shares0.00%2026-03-312026-05-04

QNITY ELECTRONICS INC QNITY ELECTRONICS INC1.9K shares-22.37%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC226 shares-4.24%2026-03-312026-05-04

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC4.5K sharesnew addition2026-03-312026-05-04

Sponsored

ACWI ISHARES TR1.5K shares0.00%2026-03-312026-05-04

SOUTHSTATE BK CORP SOUTHSTATE BK CORP2.2K shares-9.23%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN1.0K shares0.00%2026-03-312026-05-04

DOW DOW HLDGS INC4.9K sharesnew addition2026-03-312026-05-04

IWF ISHARES TR400 shares0.00%2026-03-312026-05-04

IJR ISHARES TR1.2K shares0.00%2026-03-312026-05-04

ITOT ISHARES TR1.0K shares0.00%2026-03-312026-05-04

IJK ISHARES TR900 shares0.00%2026-03-312026-05-04

Sponsored

EEM ISHARES TR1.5K shares0.00%2026-03-312026-05-04

IWM ISHARES TR211 shares0.96%2026-03-312026-05-04

AAPL

APPLE INC

-0.49%

Shares505.3K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-2.96%

Shares331.7K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

0.51%

Shares201.6K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

-12.82%

Shares102

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

-0.02%

Shares365.8K

Event2026-03-31

Filed2026-05-04

VISA INC

1.52%

Shares194.6K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

0.17%

Shares198.5K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

11.16%

Shares89.9K

Event2026-03-31

Filed2026-05-04

MICRON TECHNOLOGY INC

-9.32%

Shares122.0K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

1.02%

Shares193.2K

Event2026-03-31

Filed2026-05-04

TMO

THERMO FISHER SCIENTIFIC INC

0.08%

Shares80.9K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

-0.19%

Shares121.5K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

3.27%

Shares134.4K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

0.05%

Shares118.8K

Event2026-03-31

Filed2026-05-04

TDG

TRANSDIGM GROUP INC

0.23%

Shares24.9K

Event2026-03-31

Filed2026-05-04

ASML

ASML HLDG NV

-0.34%

Shares20.1K

Event2026-03-31

Filed2026-05-04

BKNG

BOOKING HOLDINGS INC

1.15%

Shares5.7K

Event2026-03-31

Filed2026-05-04

ICE

INTERCONTINENTAL EXCHANGE IN

3.47%

Shares151.5K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-4.72%

Shares76.0K

Event2026-03-31

Filed2026-05-04

LHX

L3HARRIS TECHNOLOGIES INC

0.06%

Shares62.1K

Event2026-03-31

Filed2026-05-04

AMT

AMERICAN TOWER CORP

0.27%

Shares123.3K

Event2026-03-31

Filed2026-05-04

ZTS

ZOETIS INC

6.84%

Shares173.8K

Event2026-03-31

Filed2026-05-04

LINDE PLC

2.09%

Shares41.1K

Event2026-03-31

Filed2026-05-04

SPGI

S&P GLOBAL INC

New

Shares43.5K

Event2026-03-31

Filed2026-05-04

LABCORP HOLDINGS INC

0.44%

Shares64.5K

Event2026-03-31

Filed2026-05-04

VRSN

VERISIGN INC

0.10%

Shares67.0K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

-1.33%

Shares59.5K

Event2026-03-31

Filed2026-05-04

CPRT

COPART INC

1.12%

Shares449.9K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

0.00%

Shares72.2K

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

-0.16%

Shares59.9K

Event2026-03-31

Filed2026-05-04

OTIS

OTIS WORLDWIDE CORP

0.42%

Shares144.4K

Event2026-03-31

Filed2026-05-04

APH

AMPHENOL CORP

8.08%

Shares87.2K

Event2026-03-31

Filed2026-05-04

BSX

BOSTON SCIENTIFIC CORP

39.56%

Shares149.8K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

0.00%

Shares64.4K

Event2026-03-31

Filed2026-05-04

LAM RESEARCH CORP

-1.42%

Shares34.6K

Event2026-03-31

Filed2026-05-04

TRANE TECHNOLOGIES PLC

-1.12%

Shares17.6K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO

-2.45%

Shares79.5K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

-3.88%

Shares8.5K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

-0.25%

Shares27.7K

Event2026-03-31

Filed2026-05-04

GE AEROSPACE

0.00%

Shares19.3K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

-5.12%

Shares35.7K

Event2026-03-31

Filed2026-05-04

CMCSA

COMCAST CORP NEW

-19.69%

Shares150.8K

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC

-2.78%

Shares153.9K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

0.00%

Shares11.8K

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-04

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-04

DUKE ENERGY CORP NEW

-6.38%

Shares24.3K

Event2026-03-31

Filed2026-05-04

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-04

SHEL

SHELL PLC

-7.47%

Shares31.7K

Event2026-03-31

Filed2026-05-04

NSC

NORFOLK SOUTHN CORP

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-04

BMY

BRISTOL-MYERS SQUIBB CO

-7.55%

Shares42.9K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

-0.09%

Shares34.0K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

-1.04%

Shares7.3K

Event2026-03-31

Filed2026-05-04

YUM

YUM BRANDS INC

-9.15%

Shares15.4K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

0.00%

Shares15.5K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

0.00%

Shares24.0K

Event2026-03-31

Filed2026-05-04

RSG

REPUBLIC SVCS INC

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-04

COP

CONOCOPHILLIPS

-11.26%

Shares16.7K

Event2026-03-31

Filed2026-05-04

GOLDMAN SACHS GROUP INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-04

SPAB

SPDR SERIES TRUST

37.52%

Shares81.1K

Event2026-03-31

Filed2026-05-04

MDLZ

MONDELEZ INTL INC

-15.14%

Shares34.6K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

50.55%

Shares38.5K

Event2026-03-31

Filed2026-05-04

MMM

3M CO

-1.14%

Shares13.0K

Event2026-03-31

Filed2026-05-04

TXN

TEXAS INSTRS INC

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

-0.57%

Shares35.0K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

EMR

EMERSON ELEC CO

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-04

TJX

TJX COS INC NEW

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

-3.17%

Shares4.8K

Event2026-03-31

Filed2026-05-04

CME

CME GROUP INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-04

MSI

MOTOROLA SOLUTIONS INC

-0.85%

Shares2.9K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-04

INGERSOLL RAND INC

-11.87%

Shares13.1K

Event2026-03-31

Filed2026-05-04

CHUBB LTD SWITZ

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-04

FIRST CTZNS BANCSHARES INC D

0.00%

Shares525

Event2026-03-31

Filed2026-05-04

LOEWS CORP

-16.52%

Shares9.3K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-04

CMI

CUMMINS INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

-17.27%

Shares3.4K

Event2026-03-31

Filed2026-05-04

FITB

FIFTH THIRD BANCORP

0.00%

Shares17.2K

Event2026-03-31

Filed2026-05-04

BP PLC

-3.67%

Shares15.4K

Event2026-03-31

Filed2026-05-04

BDX

BECTON DICKINSON & CO

-21.63%

Shares4.3K

Event2026-03-31

Filed2026-05-04

NVS

NOVARTIS AG

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-04

PSX

PHILLIPS 66

-16.46%

Shares3.5K

Event2026-03-31

Filed2026-05-04

KMB

KIMBERLY-CLARK CORP

-0.91%

Shares6.3K

Event2026-03-31

Filed2026-05-04

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

-18.19%

Shares3.9K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-04

WEC ENERGY GROUP INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-04

SUSA

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-04

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

13.10%

Shares751

Event2026-03-31

Filed2026-05-04

GRMN

GARMIN LTD

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-04

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-04

ENB

ENBRIDGE INC

-19.56%

Shares7.4K

Event2026-03-31

Filed2026-05-04

ORI

OLD REP INTL CORP

-14.40%

Shares9.4K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

0.00%

Shares550

Event2026-03-31

Filed2026-05-04

EQR

EQUITY RESIDENTIAL

-9.60%

Shares5.7K

Event2026-03-31

Filed2026-05-04

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

LNC

LINCOLN NATL CORP IND

-19.74%

Shares8.2K

Event2026-03-31

Filed2026-05-04

TRV

TRAVELERS COMPANIES INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-04

REGIONS FINANCIAL CORP NEW

-10.60%

Shares10.9K

Event2026-03-31

Filed2026-05-04

CORPAY INC

-98.26%

Shares950

Event2026-03-31

Filed2026-05-04

DEO

DIAGEO PLC

-2.63%

Shares3.7K

Event2026-03-31

Filed2026-05-04

FDX

FEDEX CORP

7.14%

Shares750

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

0.00%

Shares710

Event2026-03-31

Filed2026-05-04

IWP

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-04

YUMC

YUM CHINA HLDGS INC

-15.51%

Shares5.2K

Event2026-03-31

Filed2026-05-04

MBB

ISHARES TR

25.44%

Shares2.6K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

New

Shares375

Event2026-03-31

Filed2026-05-04

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares857

Event2026-03-31

Filed2026-05-04

QNITY ELECTRONICS INC

-22.37%

Shares1.9K

Event2026-03-31

Filed2026-05-04

BLACKROCK INC

-4.24%

Shares226

Event2026-03-31

Filed2026-05-04

DUPONT DE NEMOURS INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-04

ACWI

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04

SOUTHSTATE BK CORP

-9.23%

Shares2.2K

Event2026-03-31

Filed2026-05-04

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-04

DOW

DOW HLDGS INC

New

Shares4.9K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

0.00%

Shares400

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-04

IJK

ISHARES TR

0.00%

Shares900

Event2026-03-31

Filed2026-05-04

EEM

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

0.96%

Shares211

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available