The Analysis of Miller Capital Partners, Inc.'s Holdings & P&L


Currently, Miller Capital Partners, Inc. holds 259 types of securities in its portfolio with a total value $206.6M. In the most recent quarter, they have increased their positions in N/A (+4.8K shares, valued at $1.0M), ENB (+10.4K shares, valued at $563.9K), MIY (+31.7K shares, valued at $376.6K); decreased their positions in CF (-6.5K shares, valued at $843.7K), SGOV (-5.4K shares, valued at $542.3K), DELL (-1.6K shares, valued at $263.4K); initiated new positions in MIY (+31.7K shares, valued at $376.6K), N/A (+12.9K shares, valued at $49.3K), XSW (+225 shares, valued at $32.0K).


1M P&L
+144.1K+0.08%
3M P&L
-13.4M-6.66%
HY P&L
-1.6M-0.82%

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/A50.5M
30.1%
2Semiconductor Equipment & Materials13.3M
7.9%
3Discount Stores8.0M
4.8%

Top Industries by Stock Count

1N/A89 stocks
38.0%
2Semiconductors10 stocks
4.3%
3Software - Application6 stocks
2.6%
Stock Holdings
LAM RESEARCH CORP
LAM RESEARCH CORP
4.95%
Shares102.9K
Event2026-03-31
Filed2026-05-14
ASML
ASML HLDG NV
0.03%
Shares7.4K
Event2026-03-31
Filed2026-05-14
VIG
VANGUARD SPECIALIZED FUNDS
0.31%
Shares41.6K
Event2026-03-31
Filed2026-05-14
VCIT
VANGUARD SCOTTSDALE FDS
4.08%
Shares107.1K
Event2026-03-31
Filed2026-05-14
COST
COSTCO WHOLESALE CORPORATION
-1.18%
Shares7.5K
Event2026-03-31
Filed2026-05-14
MSFT
MICROSOFT CORP
0.25%
Shares18.2K
Event2026-03-31
Filed2026-05-14
DE
DEERE & CO
-1.73%
Shares10.6K
Event2026-03-31
Filed2026-05-14
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares9.7K
Event2026-03-31
Filed2026-05-14
PH
PARKER-HANNIFIN CORP
-0.35%
Shares4.3K
Event2026-03-31
Filed2026-05-14
MPC
MARATHON PETE CORP
-0.73%
Shares14.9K
Event2026-03-31
Filed2026-05-14
MLM
MARTIN MARIETTA MATLS INC
0.59%
Shares6.1K
Event2026-03-31
Filed2026-05-14
LLY
ELI LILLY & CO
1.23%
Shares3.9K
Event2026-03-31
Filed2026-05-14
AON PLC
AON PLC
1.62%
Shares11.0K
Event2026-03-31
Filed2026-05-14
CIEN
CIENA CORP
-5.28%
Shares9.0K
Event2026-03-31
Filed2026-05-14
HD
HOME DEPOT INC
-1.07%
Shares10.2K
Event2026-03-31
Filed2026-05-14
AMZN
AMAZON COM INC
0.13%
Shares15.4K
Event2026-03-31
Filed2026-05-14
ODFL
OLD DOMINION FREIGHT LINE IN
-1.89%
Shares15.8K
Event2026-03-31
Filed2026-05-14
NVDA
NVIDIA CORPORATION
0.00%
Shares17.3K
Event2026-03-31
Filed2026-05-14
CF
CF INDUSTRIES HOLD
-23.26%
Shares21.4K
Event2026-03-31
Filed2026-05-14
AAPL
APPLE INC
0.00%
Shares10.8K
Event2026-03-31
Filed2026-05-14
GSEW
GOLDMAN SACHS ETF TR
4.33%
Shares31.8K
Event2026-03-31
Filed2026-05-14
ON
ON SEMICONDUCTOR CORP
15.28%
Shares41.2K
Event2026-03-31
Filed2026-05-14
MCD
MCDONALDS CORP
0.00%
Shares8.2K
Event2026-03-31
Filed2026-05-14
ENB
ENBRIDGE INC
29.10%
Shares46.2K
Event2026-03-31
Filed2026-05-14
GS
GOLDMAN SACHS GROUP INC
1.16%
Shares2.8K
Event2026-03-31
Filed2026-05-14
AGG
ISHARES TR
-1.62%
Shares23.1K
Event2026-03-31
Filed2026-05-14
KLAC
KLA CORP
3.67%
Shares1.3K
Event2026-03-31
Filed2026-05-14
CSX
CSX CORP
0.00%
Shares47.5K
Event2026-03-31
Filed2026-05-14
VTEB
VANGUARD MUN BD FDS
0.78%
Shares38.9K
Event2026-03-31
Filed2026-05-14
LINDE PLC
LINDE PLC
-0.26%
Shares3.9K
Event2026-03-31
Filed2026-05-14
AXP
AMERICAN EXPRESS CO
17.73%
Shares6.3K
Event2026-03-31
Filed2026-05-14
JPM
JPMORGAN CHASE & CO
0.00%
Shares6.4K
Event2026-03-31
Filed2026-05-14
LUMN
LUMEN TECHNOLOGIES INC
1.00%
Shares264.3K
Event2026-03-31
Filed2026-05-14
VXF
VANGUARD INDEX FDS
0.11%
Shares8.9K
Event2026-03-31
Filed2026-05-14
HON
HONEYWELL INTL INC
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-14
VV
VANGUARD INDEX FDS
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-14
VTI
VANGUARD INDEX FDS
0.02%
Shares4.9K
Event2026-03-31
Filed2026-05-14
RTX
RTX CORPORATION
0.00%
Shares7.9K
Event2026-03-31
Filed2026-05-14
TJX
TJX COS INC NEW
0.00%
Shares8.9K
Event2026-03-31
Filed2026-05-14
IJH
ISHARES TR
1.49%
Shares20.8K
Event2026-03-31
Filed2026-05-14
ENTG
ENTEGRIS INC
-1.24%
Shares11.9K
Event2026-03-31
Filed2026-05-14
DELL
DELL TECHNOLOGIES INC
-15.91%
Shares8.5K
Event2026-03-31
Filed2026-05-14
SYK
STRYKER CORPORATION
2.10%
Shares4.1K
Event2026-03-31
Filed2026-05-14
IVV
ISHARES TR
2.46%
Shares2.1K
Event2026-03-31
Filed2026-05-14
EATON CORP PLC
EATON CORP PLC
19.09%
Shares3.5K
Event2026-03-31
Filed2026-05-14
ABBV
ABBVIE INC
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-14
IBIT
ISHARES BITCOIN TRUST ETF
0.00%
Shares28.5K
Event2026-03-31
Filed2026-05-14
VONV
VANGUARD SCOTTSDALE FDS
0.00%
Shares11.5K
Event2026-03-31
Filed2026-05-14
BROADCOM INC
BROADCOM INC
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-14
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-14
XOM
EXXON MOBIL CORP
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-14
JNJ
JOHNSON & JOHNSON
-2.71%
Shares4.1K
Event2026-03-31
Filed2026-05-14
NOC
NORTHROP GRUMMAN CORP
-1.48%
Shares1.5K
Event2026-03-31
Filed2026-05-14
SCHB
SCHWAB STRATEGIC TR
0.92%
Shares39.3K
Event2026-03-31
Filed2026-05-14
IJR
ISHARES TR
1.65%
Shares7.6K
Event2026-03-31
Filed2026-05-14
VO
VANGUARD INDEX FDS
0.15%
Shares3.3K
Event2026-03-31
Filed2026-05-14
CVX
CHEVRON CORPORATION
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-14
SPY
STATE STR SPDR S&P 500 ETF T
2.99%
Shares1.4K
Event2026-03-31
Filed2026-05-14
NOW
SERVICENOW INC
58.39%
Shares8.4K
Event2026-03-31
Filed2026-05-14
VB
VANGUARD INDEX FDS
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-14
WMB
WILLIAMS COS INC
0.00%
Shares10.6K
Event2026-03-31
Filed2026-05-14
PAG
PENSKE AUTOMOTIVE GRP INC
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-14
PG
PROCTER & GAMBLE CO
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-14
KO
COCA COLA CO
0.00%
Shares9.8K
Event2026-03-31
Filed2026-05-14
VCSH
VANGUARD SCOTTSDALE FDS
0.22%
Shares9.1K
Event2026-03-31
Filed2026-05-14
IGIB
ISHARES TR
0.00%
Shares13.4K
Event2026-03-31
Filed2026-05-14
ABT
ABBOTT LABORATORIES
-5.66%
Shares6.9K
Event2026-03-31
Filed2026-05-14
EUSA
ISHARES INC
0.00%
Shares6.6K
Event2026-03-31
Filed2026-05-14
CB
CHUBB LTD SWITZ
-1.19%
Shares1.9K
Event2026-03-31
Filed2026-05-14
EMR
EMERSON ELEC CO
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-14
MU
MICRON TECHNOLOGY INC
-5.90%
Shares1.8K
Event2026-03-31
Filed2026-05-14
SGOV
ISHARES TR
-48.27%
Shares5.8K
Event2026-03-31
Filed2026-05-14
GMUB
GOLDMAN SACHS ETF TR
89.09%
Shares11.3K
Event2026-03-31
Filed2026-05-14
WMT
WALMART INC
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-14
UNP
UNION PAC CORP
-9.69%
Shares2.2K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-14
VTV
VANGUARD INDEX FDS
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-14
VEA
VANGUARD TAX-MANAGED FDS
4.19%
Shares7.8K
Event2026-03-31
Filed2026-05-14
TSLA
TESLA INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-14
BND
VANGUARD BD INDEX FDS
0.00%
Shares6.5K
Event2026-03-31
Filed2026-05-14
TMUS
T-MOBILE US INC
-8.89%
Shares2.2K
Event2026-03-31
Filed2026-05-14
MS
MORGAN STANLEY
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-14
MMM
3M CO
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-14
ITOT
ISHARES TR
0.14%
Shares2.8K
Event2026-03-31
Filed2026-05-14
LQD
ISHARES TR
13.76%
Shares3.7K
Event2026-03-31
Filed2026-05-14
GE AEROSPACE
GE AEROSPACE
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-14
ADP
AUTOMATIC DATA PROCESSING IN
-1.17%
Shares1.9K
Event2026-03-31
Filed2026-05-14
ITB
ISHARES TR
-0.21%
Shares4.2K
Event2026-03-31
Filed2026-05-14
MIY
BLACKROCK MUNIYIELD MICH QU
New
Shares31.7K
Event2026-03-31
Filed2026-05-14
BSV
VANGUARD BD INDEX FDS
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-14
BAC
BANK AMERICA CORP
0.00%
Shares7.2K
Event2026-03-31
Filed2026-05-14
SMH
VANECK ETF TRUST
0.00%
Shares856
Event2026-03-31
Filed2026-05-14
EMXC
ISHARES INC
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-14
GEV
GE VERNOVA INC
0.00%
Shares347
Event2026-03-31
Filed2026-05-14
V
VISA INC
0.00%
Shares984
Event2026-03-31
Filed2026-05-14
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-14
BLACKROCK INC
BLACKROCK INC
0.00%
Shares300
Event2026-03-31
Filed2026-05-14
VGSH
VANGUARD SCOTTSDALE FDS
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-14
XYL
XYLEM INC
-2.79%
Shares2.3K
Event2026-03-31
Filed2026-05-14
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-14
VSS
VANGUARD INTL EQUITY INDEX F
2.27%
Shares1.8K
Event2026-03-31
Filed2026-05-14
RPM
RPM INTL INC
-32.82%
Shares2.6K
Event2026-03-31
Filed2026-05-14
GLW
CORNING INC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-14
VGT
VANGUARD WORLD FD
0.00%
Shares360
Event2026-03-31
Filed2026-05-14
VXUS
VANGUARD STAR FDS
0.69%
Shares2.9K
Event2026-03-31
Filed2026-05-14
VRTX
VERTEX PHARMACEUTICALS INC
0.00%
Shares505
Event2026-03-31
Filed2026-05-14
IBDU
ISHARES TR
0.00%
Shares9.7K
Event2026-03-31
Filed2026-05-14
SYY
SYSCO CORP
-9.53%
Shares3.1K
Event2026-03-31
Filed2026-05-14
GLD
SPDR GOLD TR
0.00%
Shares500
Event2026-03-31
Filed2026-05-14
MSTR
STRATEGY INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-14
DHR
DANAHER CORP DEL
-7.02%
Shares1.1K
Event2026-03-31
Filed2026-05-14
VBR
VANGUARD INDEX FDS
0.00%
Shares920
Event2026-03-31
Filed2026-05-14
CGXU
CAPITAL GROUP INTL FOCUS EQT
0.00%
Shares6.8K
Event2026-03-31
Filed2026-05-14
TER
TERADYNE INC
0.00%
Shares669
Event2026-03-31
Filed2026-05-14
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
0.00%
Shares921
Event2026-03-31
Filed2026-05-14
CAT
CATERPILLAR INC
0.00%
Shares265
Event2026-03-31
Filed2026-05-14
AMGN
AMGEN INC
0.00%
Shares530
Event2026-03-31
Filed2026-05-14
RCL
ROYAL CARIBBEAN GROUP
-5.07%
Shares655
Event2026-03-31
Filed2026-05-14
NDAQ
NASDAQ INC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-14
CSCO
CISCO SYS INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-14
KMB
KIMBERLY-CLARK CORP
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-14
QUAL
ISHARES TR
2.31%
Shares708
Event2026-03-31
Filed2026-05-14
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-14
ADBE
ADOBE INC
0.00%
Shares553
Event2026-03-31
Filed2026-05-14
PLTR
PALANTIR TECHNOLOGIES INC
0.00%
Shares909
Event2026-03-31
Filed2026-05-14
ELV
ELEVANCE HEALTH INC FORMERLY
0.00%
Shares453
Event2026-03-31
Filed2026-05-14
VBK
VANGUARD INDEX FDS
0.00%
Shares432
Event2026-03-31
Filed2026-05-14
NTRS
NORTHERN TR CORP
-45.00%
Shares935
Event2026-03-31
Filed2026-05-14
XSD
SPDR SERIES TRUST
17.70%
Shares399
Event2026-03-31
Filed2026-05-14
AMD
ADVANCED MICRO DEVICES INC
0.00%
Shares633
Event2026-03-31
Filed2026-05-14
ALPS ETF TR
ALPS ETF TR
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-14
ISTB
ISHARES TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-14
SPYG
SPDR SERIES TRUST
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-14
EQT CORP
EQT CORP
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-14
TDG
TRANSDIGM GROUP INC
0.00%
Shares109
Event2026-03-31
Filed2026-05-14
PM
PHILIP MORRIS INTL INC
0.00%
Shares755
Event2026-03-31
Filed2026-05-14
AMP
AMERIPRISE FINL INC
-5.72%
Shares280
Event2026-03-31
Filed2026-05-14
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.00%
Shares185
Event2026-03-31
Filed2026-05-14
HWM
HOWMET AEROSPACE INC
0.00%
Shares448
Event2026-03-31
Filed2026-05-14
VYM
VANGUARD WHITEHALL FDS
0.00%
Shares695
Event2026-03-31
Filed2026-05-14
CNX
CNX RES CORP
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-14
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-22.36%
Shares1.2K
Event2026-03-31
Filed2026-05-14
ITW
ILLINOIS TOOL WKS INC
0.00%
Shares338
Event2026-03-31
Filed2026-05-14
BMY
BRISTOL-MYERS SQUIBB CO
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-14
CGUS
CAPITAL GROUP CORE EQUITY ET
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-14
SPEM
SPDR INDEX SHS FDS
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-14
TRV
TRAVELERS COMPANIES INC
0.00%
Shares267
Event2026-03-31
Filed2026-05-14
META
META PLATFORMS INC
0.00%
Shares126
Event2026-03-31
Filed2026-05-14
NI
NISOURCE INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-14
RYN
RAYONIER INC
275.03%
Shares3.4K
Event2026-03-31
Filed2026-05-14
BA
BOEING CO
0.00%
Shares345
Event2026-03-31
Filed2026-05-14
APP
APPLOVIN CORP
0.00%
Shares170
Event2026-03-31
Filed2026-05-14
MDYV
SPDR SERIES TRUST
0.00%
Shares767
Event2026-03-31
Filed2026-05-14
HEI
HEICO CORP NEW
0.00%
Shares215
Event2026-03-31
Filed2026-05-14
DFAX
DIMENSIONAL ETF TRUST
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-14
XLK
SELECT SECTOR SPDR TR
0.00%
Shares420
Event2026-03-31
Filed2026-05-14
SPYM
SPDR SERIES TRUST
0.00%
Shares671
Event2026-03-31
Filed2026-05-14
MERCK & CO INC
MERCK & CO INC
0.00%
Shares425
Event2026-03-31
Filed2026-05-14
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares674
Event2026-03-31
Filed2026-05-14
MDLZ
MONDELEZ INTL INC
0.00%
Shares874
Event2026-03-31
Filed2026-05-14
LOW
LOWES COS INC
-6.17%
Shares213
Event2026-03-31
Filed2026-05-14
SAB BIOTHERAPEUTICS INC
SAB BIOTHERAPEUTICS INC
New
Shares12.9K
Event2026-03-31
Filed2026-05-14
OUSM
ALPS ETF TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-14
APH
AMPHENOL CORP
0.00%
Shares373
Event2026-03-31
Filed2026-05-14
SPAB
SPDR SERIES TRUST
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-14
RUSHB
RUSH ENTERPRISES INC
-14.55%
Shares705
Event2026-03-31
Filed2026-05-14
SLYV
SPDR SERIES TRUST
0.00%
Shares473
Event2026-03-31
Filed2026-05-14
INTC
INTEL CORP
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-14
UNH
UNITEDHEALTH GROUP INC
0.00%
Shares160
Event2026-03-31
Filed2026-05-14
INVESCO QQQ TR
INVESCO QQQ TR
0.00%
Shares75
Event2026-03-31
Filed2026-05-14
HOOD
ROBINHOOD MKTS INC
0.00%
Shares600
Event2026-03-31
Filed2026-05-14
DIVB
ISHARES TR
0.00%
Shares750
Event2026-03-31
Filed2026-05-14
TRGP
TARGA RES CORP
0.00%
Shares160
Event2026-03-31
Filed2026-05-14
CGGO
CAPITAL GROUP GBL GROWTH EQT
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-14
TXN
TEXAS INSTRS INC
0.00%
Shares198
Event2026-03-31
Filed2026-05-14
ADSK
AUTODESK INC
0.00%
Shares155
Event2026-03-31
Filed2026-05-14
BDX
BECTON DICKINSON & CO
0.00%
Shares221
Event2026-03-31
Filed2026-05-14
IYF
ISHARES TR
0.00%
Shares292
Event2026-03-31
Filed2026-05-14
MNST
MONSTER BEVERAGE CORP NEW
0.00%
Shares468
Event2026-03-31
Filed2026-05-14
IXUS
ISHARES TR
0.00%
Shares385
Event2026-03-31
Filed2026-05-14
MO
ALTRIA GROUP INC
0.00%
Shares505
Event2026-03-31
Filed2026-05-14
EZU
ISHARES INC
0.00%
Shares522
Event2026-03-31
Filed2026-05-14
XSW
SPDR SERIES TRUST
New
Shares225
Event2026-03-31
Filed2026-05-14
DVY
ISHARES TR
0.00%
Shares210
Event2026-03-31
Filed2026-05-14
MCHP
MICROCHIP TECHNOLOGY INC.
0.00%
Shares458
Event2026-03-31
Filed2026-05-14
AAXJ
ISHARES TR
0.00%
Shares306
Event2026-03-31
Filed2026-05-14
VWO
VANGUARD INTL EQUITY INDEX F
0.00%
Shares525
Event2026-03-31
Filed2026-05-14
GEHC
GE HEALTHCARE TECHNOLOGIES I
-16.59%
Shares387
Event2026-03-31
Filed2026-05-14
TMHC
TAYLOR MORRISON HOME CORP
0.00%
Shares465
Event2026-03-31
Filed2026-05-14
FI
FISERV INC
0.00%
Shares469
Event2026-03-31
Filed2026-05-14
IYW
ISHARES TR
0.00%
Shares140
Event2026-03-31
Filed2026-05-14
SLON
PROSHARES TR
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-14
ADI
ANALOG DEVICES INC
0.00%
Shares79
Event2026-03-31
Filed2026-05-14
CMI
CUMMINS INC
0.00%
Shares45
Event2026-03-31
Filed2026-05-14
AMT
AMERICAN TOWER CORP
0.00%
Shares133
Event2026-03-31
Filed2026-05-14
MAR
MARRIOTT INTL INC NEW
0.00%
Shares70
Event2026-03-31
Filed2026-05-14
AIT
APPLIED INDL TECHNOLOGIES IN
0.00%
Shares83
Event2026-03-31
Filed2026-05-14
RSG
REPUBLIC SVCS INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
WFC
WELLS FARGO & CO
0.00%
Shares270
Event2026-03-31
Filed2026-05-14
SPDW
SPDR INDEX SHS FDS
0.00%
Shares470
Event2026-03-31
Filed2026-05-14
AYI
ACUITY INC
0.00%
Shares74
Event2026-03-31
Filed2026-05-14
USRT
ISHARES TR
0.00%
Shares350
Event2026-03-31
Filed2026-05-14
BITWISE SOLANA STAKING ETF
BITWISE SOLANA STAKING ETF
New
Shares1.8K
Event2026-03-31
Filed2026-05-14
XLC
SELECT SECTOR SPDR TR
0.00%
Shares164
Event2026-03-31
Filed2026-05-14
XLV
SELECT SECTOR SPDR TR
0.00%
Shares123
Event2026-03-31
Filed2026-05-14
DGRO
ISHARES TR
0.00%
Shares252
Event2026-03-31
Filed2026-05-14
BKE
BUCKLE INC
-50.00%
Shares350
Event2026-03-31
Filed2026-05-14
MA
MASTERCARD INCORPORATED
-51.39%
Shares35
Event2026-03-31
Filed2026-05-14
VCR
VANGUARD WORLD FD
0.00%
Shares47
Event2026-03-31
Filed2026-05-14
BKNG
BOOKING HOLDINGS INC
0.00%
Shares4
Event2026-03-31
Filed2026-05-14
NTAP
NETAPP INC
0.00%
Shares164
Event2026-03-31
Filed2026-05-14
CGGR
CAPITAL GROUP GROWTH ETF
0.00%
Shares412
Event2026-03-31
Filed2026-05-14
NFLX
NETFLIX INC.
-15.00%
Shares170
Event2026-03-31
Filed2026-05-14
NEE
NEXTERA ENERGY INC
0.00%
Shares173
Event2026-03-31
Filed2026-05-14
XLU
SELECT SECTOR SPDR TR
0.00%
Shares350
Event2026-03-31
Filed2026-05-14
EWJ
ISHARES INC
0.00%
Shares189
Event2026-03-31
Filed2026-05-14
CTAS
CINTAS CORP
0.00%
Shares92
Event2026-03-31
Filed2026-05-14
CBSH
COMMERCE BANCSHARES INC
0.00%
Shares305
Event2026-03-31
Filed2026-05-14
IYJ
ISHARES TR
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
PANW
PALO ALTO NETWORKS INC
0.00%
Shares92
Event2026-03-31
Filed2026-05-14
FANG
DIAMONDBACK ENERGY INC
0.00%
Shares73
Event2026-03-31
Filed2026-05-14
FBND
FIDELITY MERRIMACK STR TR
0.00%
Shares305
Event2026-03-31
Filed2026-05-14
CHKP
CHECK POINT SOFTWARE TECH LT
0.00%
Shares96
Event2026-03-31
Filed2026-05-14
ACA
ARCOSA INC
0.00%
Shares129
Event2026-03-31
Filed2026-05-14
AGCO
AGCO CORP
0.00%
Shares106
Event2026-03-31
Filed2026-05-14
VLTO
VERALTO CORP
0.00%
Shares132
Event2026-03-31
Filed2026-05-14
VIS
VANGUARD WORLD FD
0.00%
Shares37
Event2026-03-31
Filed2026-05-14
ISHARES GOLD TR
ISHARES GOLD TR
0.00%
Shares125
Event2026-03-31
Filed2026-05-14
QCOM
QUALCOMM INC
0.00%
Shares82
Event2026-03-31
Filed2026-05-14
EWU
ISHARES TR
0.00%
Shares230
Event2026-03-31
Filed2026-05-14
VTWG
VANGUARD SCOTTSDALE FDS
0.00%
Shares45
Event2026-03-31
Filed2026-05-14
DECK
DECKERS OUTDOOR CORP
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
0.00%
Shares29
Event2026-03-31
Filed2026-05-14
BITMINE IMMERSION TECNOLOGIE
BITMINE IMMERSION TECNOLOGIE
0.00%
Shares500
Event2026-03-31
Filed2026-05-14
EWC
ISHARES INC
0.00%
Shares180
Event2026-03-31
Filed2026-05-14
SJM
SMUCKER J M CO
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
CENCORA INC
CENCORA INC
0.00%
Shares30
Event2026-03-31
Filed2026-05-14
IYH
ISHARES TR
0.00%
Shares150
Event2026-03-31
Filed2026-05-14
AFL
AFLAC INC
0.00%
Shares79
Event2026-03-31
Filed2026-05-14
WAT
WATERS CORP
New
Shares29
Event2026-03-31
Filed2026-05-14
VT
VANGUARD INTL EQUITY INDEX F
0.00%
Shares55
Event2026-03-31
Filed2026-05-14
ACWI
ISHARES TR
0.00%
Shares54
Event2026-03-31
Filed2026-05-14
SOLV
SOLVENTUM CORP
-49.77%
Shares110
Event2026-03-31
Filed2026-05-14
RODM
LATTICE STRATEGIES TR
0.00%
Shares141
Event2026-03-31
Filed2026-05-14
GWW
WW GRAINGER INC
-80.77%
Shares5
Event2026-03-31
Filed2026-05-14
HDV
ISHARES TR
0.00%
Shares40
Event2026-03-31
Filed2026-05-14
KW
KENNEDY-WILSON HOLDINGS INC
0.00%
Shares500
Event2026-03-31
Filed2026-05-14
ICE
INTERCONTINENTAL EXCHANGE IN
0.00%
Shares33
Event2026-03-31
Filed2026-05-14
FMDE
FIDELITY COVINGTON TRUST
0.00%
Shares131
Event2026-03-31
Filed2026-05-14
RIVN
RIVIAN AUTOMOTIVE INC
0.00%
Shares300
Event2026-03-31
Filed2026-05-14
DHI
D R HORTON INC
0.00%
Shares30
Event2026-03-31
Filed2026-05-14
KMI
KINDER MORGAN INC DEL
0.00%
Shares107
Event2026-03-31
Filed2026-05-14
KALU
KAISER ALUMINIUM CORPORATION
0.00%
Shares20
Event2026-03-31
Filed2026-05-14
ROG
ROGERS CORP
0.00%
Shares20
Event2026-03-31
Filed2026-05-14
SPGI
S&P GLOBAL INC
-79.17%
Shares5
Event2026-03-31
Filed2026-05-14
TRN
TRINITY INDS INC
0.00%
Shares40
Event2026-03-31
Filed2026-05-14
VSAT
VIASAT INC
0.00%
Shares25
Event2026-03-31
Filed2026-05-14
HCSG
HEALTHCARE SVCS GROUP INC
0.00%
Shares40
Event2026-03-31
Filed2026-05-14

Call Option Holdings
LUMN Call
LUMEN TECHNOLOGIES INC
0.00%
Shares175.0K
Event2026-03-31
Filed2026-05-14
ON Call
ON SEMICONDUCTOR CORP
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-14
TSLA Call
TESLA INC
0.00%
Shares300
Event2026-03-31
Filed2026-05-14

Put Option Holdings
No put option holdings data available