Sponsored

The Analysis of Mirador Capital Partners LP's Holdings & P&L

Currently, Mirador Capital Partners LP holds 203 types of securities in its portfolio with a total value $706.0M. In the most recent quarter, they have increased their positions in N/A (+352.8K shares, valued at $13.4M), GLD (+18.5K shares, valued at $8.0M), AAPL (+11.7K shares, valued at $3.0M); decreased their positions in VWO (-98.4K shares, valued at $5.3M), MU (-14.5K shares, valued at $4.9M), CVX (-16.6K shares, valued at $3.4M); initiated new positions in N/A (+352.8K shares, valued at $13.4M), N/A (+20.8K shares, valued at $769.8K), BEN (+29.8K shares, valued at $703.8K).

1M P&L

+39.0M+5.73%

3M P&L

+71.6M+11.05%

HY P&L

+92.5M+14.74%

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/A167.1M

29.4%

2Consumer Electronics31.4M

5.5%

3Software - Infrastructure30.5M

5.4%

Top Industries by Stock Count

1N/A47 stocks

26.3%

2Semiconductors9 stocks

5.0%

3Drug Manufacturers - General8 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BSJQ INVESCO EXCH TRD SLF IDX FD3.2M shares-3.15%2026-03-312026-04-08

BSJR INVESCO EXCH TRD SLF IDX FD2.3M shares6.20%2026-03-312026-04-08

ALPHABET INC ALPHABET INC121.5K shares0.92%2026-03-312026-04-08

AAPL APPLE INC123.8K shares10.46%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL49.7K shares0.17%2026-03-312026-04-08

AMZN AMAZON COM INC111.8K shares1.48%2026-03-312026-04-08

CVX CHEVRON CORPORATION92.3K shares-15.25%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO57.1K shares-0.85%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC55.8K shares2.19%2026-03-312026-04-08

ABBV ABBVIE INC65.9K shares1.28%2026-03-312026-04-08

META META PLATFORMS INC24.8K shares-0.97%2026-03-312026-04-08

PROSHARES TR PROSHARES TR352.8K sharesnew addition2026-03-312026-04-08

CYTK CYTOKINETICS INC202.7K shares2.07%2026-03-312026-04-08

MSFT MICROSOFT CORP35.2K shares2.86%2026-03-312026-04-08

BLACKSTONE INC BLACKSTONE INC111.0K shares1.82%2026-03-312026-04-08

KMI KINDER MORGAN INC DEL339.0K shares1.05%2026-03-312026-04-08

Sponsored

NVDA NVIDIA CORPORATION61.4K shares1.28%2026-03-312026-04-08

UBER UBER TECHNOLOGIES INC137.4K shares1.66%2026-03-312026-04-08

GLD SPDR GOLD TR21.6K shares604.40%2026-03-312026-04-08

KKR & CO INC KKR & CO INC98.1K shares0.41%2026-03-312026-04-08

KLAC KLA CORP5.9K shares0.00%2026-03-312026-04-08

PSX PHILLIPS 6647.0K shares-6.93%2026-03-312026-04-08

PANW PALO ALTO NETWORKS INC49.3K shares6.74%2026-03-312026-04-08

FCX FREEPORT MCMORAN INC127.5K shares2.77%2026-03-312026-04-08

Sponsored

NFLX NETFLIX INC.74.0K shares16.15%2026-03-312026-04-08

UNH UNITEDHEALTH GROUP INC26.1K shares4.67%2026-03-312026-04-08

CB CHUBB LTD SWITZ21.1K shares1.59%2026-03-312026-04-08

EXTR EXTREME NETWORKS INC416.9K shares1.52%2026-03-312026-04-08

TMO THERMO FISHER SCIENTIFIC INC11.8K shares0.66%2026-03-312026-04-08

VGK VANGUARD INTL EQUITY INDEX F69.2K shares0.16%2026-03-312026-04-08

CLDX CELLDEX THERAPEUTICS INC NEW178.1K shares4.33%2026-03-312026-04-08

V VISA INC18.4K shares-4.37%2026-03-312026-04-08

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN35.2K shares2.16%2026-03-312026-04-08

BLACKROCK INC BLACKROCK INC5.7K shares-0.33%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION5.3K shares0.30%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC6.1K shares-0.43%2026-03-312026-04-08

CITIGROUP INC CITIGROUP INC41.3K shares4.12%2026-03-312026-04-08

ARCC ARES CAPITAL CORP259.3K shares2.77%2026-03-312026-04-08

SNOW SNOWFLAKE INC30.1K shares1.42%2026-03-312026-04-08

INTC INTEL CORP101.0K shares0.02%2026-03-312026-04-08

Sponsored

DHR DANAHER CORP DEL23.2K shares-0.05%2026-03-312026-04-08

BROADCOM INC BROADCOM INC13.6K shares-0.32%2026-03-312026-04-08

DELL DELL TECHNOLOGIES INC23.5K shares4.57%2026-03-312026-04-08

SKY CHAMPION HOMES INC51.5K shares2.48%2026-03-312026-04-08

IOVA IOVANCE BIOTHERAPEUTICS INC1.1M shares3.74%2026-03-312026-04-08

KRP KIMBELL RTY PARTNERS LP244.9K shares1.92%2026-03-312026-04-08

L LOEWS CORP31.8K shares1.59%2026-03-312026-04-08

Z ZILLOW GROUP INC78.5K shares-0.82%2026-03-312026-04-08

Sponsored

SPY STATE STR SPDR S&P 500 ETF T4.9K shares-6.43%2026-03-312026-04-08

CRWD CROWDSTRIKE HLDGS INC7.6K shares111.00%2026-03-312026-04-08

BMY BRISTOL-MYERS SQUIBB CO48.9K shares2.11%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR5.1K shares-0.51%2026-03-312026-04-08

TMC TMC THE METALS COMPANY INC566.3K shares10.27%2026-03-312026-04-08

CEG CONSTELLATION ENERGY CORP9.3K shares1.63%2026-03-312026-04-08

XOM EXXON MOBIL CORP13.6K shares37.06%2026-03-312026-04-08

ORCL ORACLE CORP15.6K shares5.74%2026-03-312026-04-08

Sponsored

TSLA TESLA INC5.8K shares-13.47%2026-03-312026-04-08

CAH CARDINAL HEALTH INC10.0K shares3.26%2026-03-312026-04-08

CSCO CISCO SYS INC27.3K shares3.04%2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP9.9K shares-23.42%2026-03-312026-04-08

GILD GILEAD SCIENCES INC14.3K shares1.48%2026-03-312026-04-08

FORM FORMFACTOR INC20.3K shares-35.35%2026-03-312026-04-08

ROST ROSS STORES INC8.7K shares-2.30%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON7.1K shares3.33%2026-03-312026-04-08

Sponsored

PLTR PALANTIR TECHNOLOGIES INC11.7K shares-0.55%2026-03-312026-04-08

WDAY WORKDAY INC12.6K shares-17.04%2026-03-312026-04-08

TXG 10X GENOMICS INC77.3K shares1.26%2026-03-312026-04-08

TOST TOAST INC61.8K shares4.58%2026-03-312026-04-08

XLC SELECT SECTOR SPDR TR14.1K shares-1.86%2026-03-312026-04-08

HEI HEICO CORP NEW5.7K shares6.13%2026-03-312026-04-08

ISHARES GOLD TR ISHARES GOLD TR17.3K shares9.59%2026-03-312026-04-08

MMM 3M CO10.2K shares2.46%2026-03-312026-04-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS5.9K shares-1.55%2026-03-312026-04-08

LLY ELI LILLY & CO1.5K shares0.52%2026-03-312026-04-08

PFE PFIZER INC46.4K shares1.34%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC9.9K shares-5.32%2026-03-312026-04-08

DEM WISDOMTREE TR25.9K shares-3.45%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC25.4K shares2.32%2026-03-312026-04-08

SSD SIMPSON MFG INC7.4K shares-1.06%2026-03-312026-04-08

AIRR FIRST TR EXCHANGE TRADED FD11.3K shares15.56%2026-03-312026-04-08

Sponsored

MGRC MCGRATH RENTCORP11.3K shares0.09%2026-03-312026-04-08

WMB WILLIAMS COS INC16.0K shares2.90%2026-03-312026-04-08

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC88.1K shares5.99%2026-03-312026-04-08

ACWX ISHARES TR16.7K shares10.78%2026-03-312026-04-08

CMS CMS ENERGY CORP14.7K shares1.42%2026-03-312026-04-08

DOC HEALTHPEAK PROPERTIES INC69.3K shares11.09%2026-03-312026-04-08

WMT WALMART INC9.1K shares3.62%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE4.0K shares3.94%2026-03-312026-04-08

Sponsored

CAT CATERPILLAR INC1.6K shares8.04%2026-03-312026-04-08

JIVE J P MORGAN EXCHANGE TRADED F12.9K shares24.31%2026-03-312026-04-08

HON HONEYWELL INTL INC4.9K shares11.20%2026-03-312026-04-08

ABT ABBOTT LABORATORIES10.5K shares3.39%2026-03-312026-04-08

PG PROCTER & GAMBLE CO7.4K shares0.03%2026-03-312026-04-08

AMAT APPLIED MATLS INC3.1K shares1.12%2026-03-312026-04-08

XLU SELECT SECTOR SPDR TR22.7K shares1.74%2026-03-312026-04-08

COOPER COS INC COOPER COS INC14.4K shares7.25%2026-03-312026-04-08

Sponsored

NUE NUCOR CORP5.8K shares-1.14%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC2.9K shares-83.39%2026-03-312026-04-08

GDYN GRID DYNAMICS HLDGS INC171.0K shares22.95%2026-03-312026-04-08

SCHX SCHWAB STRATEGIC TR37.3K shares3.96%2026-03-312026-04-08

IBIT ISHARES BITCOIN TRUST ETF24.8K shares-22.45%2026-03-312026-04-08

FICO FAIR ISAAC CORP892 shares6.83%2026-03-312026-04-08

TNET TRINET GROUP INC26.1K shares23.76%2026-03-312026-04-08

VEEV VEEVA SYS INC5.4K shares15.83%2026-03-312026-04-08

Sponsored

QCOM QUALCOMM INC7.3K shares-6.02%2026-03-312026-04-08

FIVN FIVE9 INC60.3K shares63.38%2026-03-312026-04-08

PNW PINNACLE WEST CAP CORP9.0K shares1.11%2026-03-312026-04-08

INTU INTUIT2.0K shares0.00%2026-03-312026-04-08

PACB PACIFIC BIOSCIENCES CALIF IN604.9K shares2.35%2026-03-312026-04-08

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC20.8K sharesnew addition2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC5.9K shares-5.51%2026-03-312026-04-08

BEN FRANKLIN RESOURCES INC29.8K sharesnew addition2026-03-312026-04-08

Sponsored

MDY STATE STR SPDR S&P MIDCAP 401.1K shares5.34%2026-03-312026-04-08

SLB SLB LIMITED13.5K shares4.76%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC2.0K shares9.75%2026-03-312026-04-08

CROWN CASTLE INC CROWN CASTLE INC8.5K shares6.60%2026-03-312026-04-08

CIBR FIRST TR EXCHANGE-TRADED FD10.9K shares-1.42%2026-03-312026-04-08

AXSM AXSOME THERAPEUTICS INC.4.0K shares0.00%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.5K shares8.14%2026-03-312026-04-08

DIVI FRANKLIN TEMPLETON ETF TR16.9K sharesnew addition2026-03-312026-04-08

Sponsored

AMD ADVANCED MICRO DEVICES INC3.3K shares-13.23%2026-03-312026-04-08

VLTO VERALTO CORP7.5K shares0.07%2026-03-312026-04-08

HTGC HERCULES CAPITAL INC44.7K shares2.48%2026-03-312026-04-08

ENB ENBRIDGE INC12.1K shares1.00%2026-03-312026-04-08

WY WEYERHAEUSER CO26.4K shares6.99%2026-03-312026-04-08

IOO ISHARES TR5.3K shares2.41%2026-03-312026-04-08

VTI VANGUARD INDEX FDS1.9K shares1.78%2026-03-312026-04-08

TNYA TENAYA THERAPEUTICS INC886.9K shares52.25%2026-03-312026-04-08

Sponsored

SMH VANECK ETF TRUST1.6K shares51.67%2026-03-312026-04-08

SO SOUTHERN CO6.3K shares0.69%2026-03-312026-04-08

IWD ISHARES TR2.8K shares0.36%2026-03-312026-04-08

FIX COMFORT SYS USA INC437 shares14.40%2026-03-312026-04-08

VTV VANGUARD INDEX FDS3.1K shares4.47%2026-03-312026-04-08

FTV FORTIVE CORP10.7K shares-0.42%2026-03-312026-04-08

FSLR FIRST SOLAR INC3.0K shares5.95%2026-03-312026-04-08

FLTR VANECK ETF TRUST22.1K shares4.43%2026-03-312026-04-08

Sponsored

SCHD SCHWAB STRATEGIC TR18.2K shares-20.04%2026-03-312026-04-08

WFC WELLS FARGO & CO7.0K shares0.00%2026-03-312026-04-08

SCHM SCHWAB STRATEGIC TR17.7K shares6.16%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR3.9K shares0.03%2026-03-312026-04-08

BSJS INVESCO EXCH TRD SLF IDX FD23.3K sharesnew addition2026-03-312026-04-08

CUBE CUBESMART13.8K shares3.75%2026-03-312026-04-08

ABNB AIRBNB INC4.0K shares0.00%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP1.8K shares0.00%2026-03-312026-04-08

Sponsored

CRM SALESFORCE INC2.6K shares-15.90%2026-03-312026-04-08

XLY SELECT SECTOR SPDR TR4.4K shares-34.68%2026-03-312026-04-08

SOLV SOLVENTUM CORP7.2K shares0.13%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F8.6K shares-91.92%2026-03-312026-04-08

SCHA SCHWAB STRATEGIC TR15.8K shares3.40%2026-03-312026-04-08

HII HUNTINGTON INGALLS INDS INC1.2K sharesnew addition2026-03-312026-04-08

BAC BANK AMERICA CORP9.3K shares-2.45%2026-03-312026-04-08

AMGN AMGEN INC1.3K shares1.44%2026-03-312026-04-08

Sponsored

MCD MCDONALDS CORP1.4K shares0.00%2026-03-312026-04-08

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.4K shares-31.06%2026-03-312026-04-08

HD HOME DEPOT INC1.3K shares-0.70%2026-03-312026-04-08

ARM ARM HOLDINGS PLC2.8K shares4.36%2026-03-312026-04-08

IVV ISHARES TR633 shares0.00%2026-03-312026-04-08

MPC MARATHON PETE CORP1.7K shares4.25%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR6.6K shares19.91%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS671 shares-19.35%2026-03-312026-04-08

Sponsored

LMT LOCKHEED MARTIN CORP658 shares19.42%2026-03-312026-04-08

MS MORGAN STANLEY2.2K shares0.00%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR14.6K shares13.51%2026-03-312026-04-08

GEV GE VERNOVA INC398 shares1.02%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR11.1K shares2.76%2026-03-312026-04-08

NEE NEXTERA ENERGY INC3.6K shares1.22%2026-03-312026-04-08

KO COCA COLA CO4.3K shares-0.75%2026-03-312026-04-08

PPT PUTNAM PREMIER INCOME TR92.6K shares30.31%2026-03-312026-04-08

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD16.3K shares-3.43%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS1.4K shares4.25%2026-03-312026-04-08

VXF VANGUARD INDEX FDS1.5K shares0.60%2026-03-312026-04-08

RTX RTX CORPORATION1.6K shares1.19%2026-03-312026-04-08

IWM ISHARES TR1.2K shares-20.23%2026-03-312026-04-08

NOW SERVICENOW INC2.9K shares1.11%2026-03-312026-04-08

IMO IMPERIAL OIL LTD2.3K shares0.00%2026-03-312026-04-08

SGVT SCHWAB STRATEGIC TR3.0K sharesnew addition2026-03-312026-04-08

Sponsored

MO ALTRIA GROUP INC4.4K shares3.87%2026-03-312026-04-08

NVS NOVARTIS AG1.9K sharesnew addition2026-03-312026-04-08

BABA ALIBABA GROUP HLDG LTD2.2K shares5.44%2026-03-312026-04-08

XLI SELECT SECTOR SPDR TR1.7K shares10.52%2026-03-312026-04-08

BST BLACKROCK SCIENCE & TECHNOLO7.7K shares-7.13%2026-03-312026-04-08

PSA PUBLIC STORAGE OPER CO978 shares-16.98%2026-03-312026-04-08

OMDA OMADA HEALTH INC20.8K sharesnew addition2026-03-312026-04-08

SRLN SSGA ACTIVE ETF TR6.4K shares0.50%2026-03-312026-04-08

Sponsored

GDX VANECK ETF TRUST2.8K shares-88.83%2026-03-312026-04-08

CWEN CLEARWAY ENERGY INC6.3K sharesnew addition2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR8.5K shares2.67%2026-03-312026-04-08

BIP BROOKFIELD INFRASTRUCTURE PA6.8K shares0.00%2026-03-312026-04-08

PDP INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC1.5K shares-2.75%2026-03-312026-04-08

ADI ANALOG DEVICES INC752 shares0.00%2026-03-312026-04-08

AWK AMERICAN WTR WKS CO INC NEW1.7K shares-2.01%2026-03-312026-04-08

Sponsored

MA MASTERCARD INCORPORATED457 shares-6.16%2026-03-312026-04-08

PL PLANET LABS PBC7.8K sharesnew addition2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K sharesnew addition2026-03-312026-04-08

KBH KB HOME4.0K shares-7.86%2026-03-312026-04-08

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN9.7K sharesnew addition2026-03-312026-04-08

CHY CALAMOS CONV & HIGH INCOME F18.7K shares1.89%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS3.2K sharesnew addition2026-03-312026-04-08

MCHP MICROCHIP TECHNOLOGY INC.3.1K shares0.03%2026-03-312026-04-08

Sponsored

VCV INVESCO CALIF VALUE MUN INCO11.8K shares0.00%2026-03-312026-04-08

AEYE INC AEYE INC46.6K shares-3.11%2026-03-312026-04-08

PLUG PLUG PWR INC21.5K sharesnew addition2026-03-312026-04-08

BSJQ

INVESCO EXCH TRD SLF IDX FD

-3.15%

Shares3.2M

Event2026-03-31

Filed2026-04-08

BSJR

INVESCO EXCH TRD SLF IDX FD

6.20%

Shares2.3M

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.92%

Shares121.5K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

10.46%

Shares123.8K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

0.17%

Shares49.7K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

1.48%

Shares111.8K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

-15.25%

Shares92.3K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-0.85%

Shares57.1K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

2.19%

Shares55.8K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

1.28%

Shares65.9K

Event2026-03-31

Filed2026-04-08

META

META PLATFORMS INC

-0.97%

Shares24.8K

Event2026-03-31

Filed2026-04-08

PROSHARES TR

New

Shares352.8K

Event2026-03-31

Filed2026-04-08

CYTK

CYTOKINETICS INC

2.07%

Shares202.7K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

2.86%

Shares35.2K

Event2026-03-31

Filed2026-04-08

BLACKSTONE INC

1.82%

Shares111.0K

Event2026-03-31

Filed2026-04-08

KMI

KINDER MORGAN INC DEL

1.05%

Shares339.0K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

1.28%

Shares61.4K

Event2026-03-31

Filed2026-04-08

UBER

UBER TECHNOLOGIES INC

1.66%

Shares137.4K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

604.40%

Shares21.6K

Event2026-03-31

Filed2026-04-08

KKR & CO INC

0.41%

Shares98.1K

Event2026-03-31

Filed2026-04-08

KLAC

KLA CORP

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-08

PSX

PHILLIPS 66

-6.93%

Shares47.0K

Event2026-03-31

Filed2026-04-08

PANW

PALO ALTO NETWORKS INC

6.74%

Shares49.3K

Event2026-03-31

Filed2026-04-08

FCX

FREEPORT MCMORAN INC

2.77%

Shares127.5K

Event2026-03-31

Filed2026-04-08

NFLX

NETFLIX INC.

16.15%

Shares74.0K

Event2026-03-31

Filed2026-04-08

UNH

UNITEDHEALTH GROUP INC

4.67%

Shares26.1K

Event2026-03-31

Filed2026-04-08

CHUBB LTD SWITZ

1.59%

Shares21.1K

Event2026-03-31

Filed2026-04-08

EXTR

EXTREME NETWORKS INC

1.52%

Shares416.9K

Event2026-03-31

Filed2026-04-08

TMO

THERMO FISHER SCIENTIFIC INC

0.66%

Shares11.8K

Event2026-03-31

Filed2026-04-08

VGK

VANGUARD INTL EQUITY INDEX F

0.16%

Shares69.2K

Event2026-03-31

Filed2026-04-08

CLDX

CELLDEX THERAPEUTICS INC NEW

4.33%

Shares178.1K

Event2026-03-31

Filed2026-04-08

VISA INC

-4.37%

Shares18.4K

Event2026-03-31

Filed2026-04-08

ICE

INTERCONTINENTAL EXCHANGE IN

2.16%

Shares35.2K

Event2026-03-31

Filed2026-04-08

BLACKROCK INC

-0.33%

Shares5.7K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

0.30%

Shares5.3K

Event2026-03-31

Filed2026-04-08

GOLDMAN SACHS GROUP INC

-0.43%

Shares6.1K

Event2026-03-31

Filed2026-04-08

CITIGROUP INC

4.12%

Shares41.3K

Event2026-03-31

Filed2026-04-08

ARCC

ARES CAPITAL CORP

2.77%

Shares259.3K

Event2026-03-31

Filed2026-04-08

SNOW

SNOWFLAKE INC

1.42%

Shares30.1K

Event2026-03-31

Filed2026-04-08

INTC

INTEL CORP

0.02%

Shares101.0K

Event2026-03-31

Filed2026-04-08

DHR

DANAHER CORP DEL

-0.05%

Shares23.2K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

-0.32%

Shares13.6K

Event2026-03-31

Filed2026-04-08

DELL

DELL TECHNOLOGIES INC

4.57%

Shares23.5K

Event2026-03-31

Filed2026-04-08

SKY

CHAMPION HOMES INC

2.48%

Shares51.5K

Event2026-03-31

Filed2026-04-08

IOVA

IOVANCE BIOTHERAPEUTICS INC

3.74%

Shares1.1M

Event2026-03-31

Filed2026-04-08

KRP

KIMBELL RTY PARTNERS LP

1.92%

Shares244.9K

Event2026-03-31

Filed2026-04-08

LOEWS CORP

1.59%

Shares31.8K

Event2026-03-31

Filed2026-04-08

ZILLOW GROUP INC

-0.82%

Shares78.5K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

-6.43%

Shares4.9K

Event2026-03-31

Filed2026-04-08

CRWD

CROWDSTRIKE HLDGS INC

111.00%

Shares7.6K

Event2026-03-31

Filed2026-04-08

BMY

BRISTOL-MYERS SQUIBB CO

2.11%

Shares48.9K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-0.51%

Shares5.1K

Event2026-03-31

Filed2026-04-08

TMC

TMC THE METALS COMPANY INC

10.27%

Shares566.3K

Event2026-03-31

Filed2026-04-08

CEG

CONSTELLATION ENERGY CORP

1.63%

Shares9.3K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

37.06%

Shares13.6K

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

5.74%

Shares15.6K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

-13.47%

Shares5.8K

Event2026-03-31

Filed2026-04-08

CAH

CARDINAL HEALTH INC

3.26%

Shares10.0K

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

3.04%

Shares27.3K

Event2026-03-31

Filed2026-04-08

LAM RESEARCH CORP

-23.42%

Shares9.9K

Event2026-03-31

Filed2026-04-08

GILD

GILEAD SCIENCES INC

1.48%

Shares14.3K

Event2026-03-31

Filed2026-04-08

FORM

FORMFACTOR INC

-35.35%

Shares20.3K

Event2026-03-31

Filed2026-04-08

ROST

ROSS STORES INC

-2.30%

Shares8.7K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

3.33%

Shares7.1K

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

-0.55%

Shares11.7K

Event2026-03-31

Filed2026-04-08

WDAY

WORKDAY INC

-17.04%

Shares12.6K

Event2026-03-31

Filed2026-04-08

TXG

10X GENOMICS INC

1.26%

Shares77.3K

Event2026-03-31

Filed2026-04-08

TOST

TOAST INC

4.58%

Shares61.8K

Event2026-03-31

Filed2026-04-08

XLC

SELECT SECTOR SPDR TR

-1.86%

Shares14.1K

Event2026-03-31

Filed2026-04-08

HEI

HEICO CORP NEW

6.13%

Shares5.7K

Event2026-03-31

Filed2026-04-08

ISHARES GOLD TR

9.59%

Shares17.3K

Event2026-03-31

Filed2026-04-08

MMM

3M CO

2.46%

Shares10.2K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

-1.55%

Shares5.9K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

0.52%

Shares1.5K

Event2026-03-31

Filed2026-04-08

PFE

PFIZER INC

1.34%

Shares46.4K

Event2026-03-31

Filed2026-04-08

AEP

AMERICAN ELEC PWR CO INC

-5.32%

Shares9.9K

Event2026-03-31

Filed2026-04-08

DEM

WISDOMTREE TR

-3.45%

Shares25.9K

Event2026-03-31

Filed2026-04-08

VERIZON COMMUNICATIONS INC

2.32%

Shares25.4K

Event2026-03-31

Filed2026-04-08

SSD

SIMPSON MFG INC

-1.06%

Shares7.4K

Event2026-03-31

Filed2026-04-08

AIRR

FIRST TR EXCHANGE TRADED FD

15.56%

Shares11.3K

Event2026-03-31

Filed2026-04-08

MGRC

MCGRATH RENTCORP

0.09%

Shares11.3K

Event2026-03-31

Filed2026-04-08

WMB

WILLIAMS COS INC

2.90%

Shares16.0K

Event2026-03-31

Filed2026-04-08

FLAGSTAR BANK NATIONAL ASSOC

5.99%

Shares88.1K

Event2026-03-31

Filed2026-04-08

ACWX

ISHARES TR

10.78%

Shares16.7K

Event2026-03-31

Filed2026-04-08

CMS

CMS ENERGY CORP

1.42%

Shares14.7K

Event2026-03-31

Filed2026-04-08

DOC

HEALTHPEAK PROPERTIES INC

11.09%

Shares69.3K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

3.62%

Shares9.1K

Event2026-03-31

Filed2026-04-08

GE AEROSPACE

3.94%

Shares4.0K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

8.04%

Shares1.6K

Event2026-03-31

Filed2026-04-08

JIVE

J P MORGAN EXCHANGE TRADED F

24.31%

Shares12.9K

Event2026-03-31

Filed2026-04-08

HON

HONEYWELL INTL INC

11.20%

Shares4.9K

Event2026-03-31

Filed2026-04-08

ABT

ABBOTT LABORATORIES

3.39%

Shares10.5K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

0.03%

Shares7.4K

Event2026-03-31

Filed2026-04-08

AMAT

APPLIED MATLS INC

1.12%

Shares3.1K

Event2026-03-31

Filed2026-04-08

XLU

SELECT SECTOR SPDR TR

1.74%

Shares22.7K

Event2026-03-31

Filed2026-04-08

COOPER COS INC

7.25%

Shares14.4K

Event2026-03-31

Filed2026-04-08

NUE

NUCOR CORP

-1.14%

Shares5.8K

Event2026-03-31

Filed2026-04-08

MICRON TECHNOLOGY INC

-83.39%

Shares2.9K

Event2026-03-31

Filed2026-04-08

GDYN

GRID DYNAMICS HLDGS INC

22.95%

Shares171.0K

Event2026-03-31

Filed2026-04-08

SCHX

SCHWAB STRATEGIC TR

3.96%

Shares37.3K

Event2026-03-31

Filed2026-04-08

IBIT

ISHARES BITCOIN TRUST ETF

-22.45%

Shares24.8K

Event2026-03-31

Filed2026-04-08

FICO

FAIR ISAAC CORP

6.83%

Shares892

Event2026-03-31

Filed2026-04-08

TNET

TRINET GROUP INC

23.76%

Shares26.1K

Event2026-03-31

Filed2026-04-08

VEEV

VEEVA SYS INC

15.83%

Shares5.4K

Event2026-03-31

Filed2026-04-08

QCOM

QUALCOMM INC

-6.02%

Shares7.3K

Event2026-03-31

Filed2026-04-08

FIVN

FIVE9 INC

63.38%

Shares60.3K

Event2026-03-31

Filed2026-04-08

PNW

PINNACLE WEST CAP CORP

1.11%

Shares9.0K

Event2026-03-31

Filed2026-04-08

INTU

INTUIT

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

PACB

PACIFIC BIOSCIENCES CALIF IN

2.35%

Shares604.9K

Event2026-03-31

Filed2026-04-08

VERSANT MEDIA GROUP INC

New

Shares20.8K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

-5.51%

Shares5.9K

Event2026-03-31

Filed2026-04-08

BEN

FRANKLIN RESOURCES INC

New

Shares29.8K

Event2026-03-31

Filed2026-04-08

MDY

STATE STR SPDR S&P MIDCAP 40

5.34%

Shares1.1K

Event2026-03-31

Filed2026-04-08

SLB

SLB LIMITED

4.76%

Shares13.5K

Event2026-03-31

Filed2026-04-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

9.75%

Shares2.0K

Event2026-03-31

Filed2026-04-08

CROWN CASTLE INC

6.60%

Shares8.5K

Event2026-03-31

Filed2026-04-08

CIBR

FIRST TR EXCHANGE-TRADED FD

-1.42%

Shares10.9K

Event2026-03-31

Filed2026-04-08

AXSM

AXSOME THERAPEUTICS INC.

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

8.14%

Shares3.5K

Event2026-03-31

Filed2026-04-08

DIVI

FRANKLIN TEMPLETON ETF TR

New

Shares16.9K

Event2026-03-31

Filed2026-04-08

AMD

ADVANCED MICRO DEVICES INC

-13.23%

Shares3.3K

Event2026-03-31

Filed2026-04-08

VLTO

VERALTO CORP

0.07%

Shares7.5K

Event2026-03-31

Filed2026-04-08

HTGC

HERCULES CAPITAL INC

2.48%

Shares44.7K

Event2026-03-31

Filed2026-04-08

ENB

ENBRIDGE INC

1.00%

Shares12.1K

Event2026-03-31

Filed2026-04-08

WEYERHAEUSER CO

6.99%

Shares26.4K

Event2026-03-31

Filed2026-04-08

IOO

ISHARES TR

2.41%

Shares5.3K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

1.78%

Shares1.9K

Event2026-03-31

Filed2026-04-08

TNYA

TENAYA THERAPEUTICS INC

52.25%

Shares886.9K

Event2026-03-31

Filed2026-04-08

SMH

VANECK ETF TRUST

51.67%

Shares1.6K

Event2026-03-31

Filed2026-04-08

SOUTHERN CO

0.69%

Shares6.3K

Event2026-03-31

Filed2026-04-08

IWD

ISHARES TR

0.36%

Shares2.8K

Event2026-03-31

Filed2026-04-08

FIX

COMFORT SYS USA INC

14.40%

Shares437

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

4.47%

Shares3.1K

Event2026-03-31

Filed2026-04-08

FTV

FORTIVE CORP

-0.42%

Shares10.7K

Event2026-03-31

Filed2026-04-08

FSLR

FIRST SOLAR INC

5.95%

Shares3.0K

Event2026-03-31

Filed2026-04-08

FLTR

VANECK ETF TRUST

4.43%

Shares22.1K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

-20.04%

Shares18.2K

Event2026-03-31

Filed2026-04-08

WFC

WELLS FARGO & CO

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-08

SCHM

SCHWAB STRATEGIC TR

6.16%

Shares17.7K

Event2026-03-31

Filed2026-04-08

XLK

SELECT SECTOR SPDR TR

0.03%

Shares3.9K

Event2026-03-31

Filed2026-04-08

BSJS

INVESCO EXCH TRD SLF IDX FD

New

Shares23.3K

Event2026-03-31

Filed2026-04-08

CUBE

CUBESMART

3.75%

Shares13.8K

Event2026-03-31

Filed2026-04-08

ABNB

AIRBNB INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-08

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-08

CRM

SALESFORCE INC

-15.90%

Shares2.6K

Event2026-03-31

Filed2026-04-08

XLY

SELECT SECTOR SPDR TR

-34.68%

Shares4.4K

Event2026-03-31

Filed2026-04-08

SOLV

SOLVENTUM CORP

0.13%

Shares7.2K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

-91.92%

Shares8.6K

Event2026-03-31

Filed2026-04-08

SCHA

SCHWAB STRATEGIC TR

3.40%

Shares15.8K

Event2026-03-31

Filed2026-04-08

HII

HUNTINGTON INGALLS INDS INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

-2.45%

Shares9.3K

Event2026-03-31

Filed2026-04-08

AMGN

AMGEN INC

1.44%

Shares1.3K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-08

MARVELL TECHNOLOGY INC

-31.06%

Shares4.4K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

-0.70%

Shares1.3K

Event2026-03-31

Filed2026-04-08

ARM

ARM HOLDINGS PLC

4.36%

Shares2.8K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

0.00%

Shares633

Event2026-03-31

Filed2026-04-08

MPC

MARATHON PETE CORP

4.25%

Shares1.7K

Event2026-03-31

Filed2026-04-08

XLE

SELECT SECTOR SPDR TR

19.91%

Shares6.6K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-19.35%

Shares671

Event2026-03-31

Filed2026-04-08

LMT

LOCKHEED MARTIN CORP

19.42%

Shares658

Event2026-03-31

Filed2026-04-08

MORGAN STANLEY

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

13.51%

Shares14.6K

Event2026-03-31

Filed2026-04-08

GEV

GE VERNOVA INC

1.02%

Shares398

Event2026-03-31

Filed2026-04-08

SCHV

SCHWAB STRATEGIC TR

2.76%

Shares11.1K

Event2026-03-31

Filed2026-04-08

NEE

NEXTERA ENERGY INC

1.22%

Shares3.6K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

-0.75%

Shares4.3K

Event2026-03-31

Filed2026-04-08

PPT

PUTNAM PREMIER INCOME TR

30.31%

Shares92.6K

Event2026-03-31

Filed2026-04-08

BSCQ

INVESCO EXCH TRD SLF IDX FD

-3.43%

Shares16.3K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

4.25%

Shares1.4K

Event2026-03-31

Filed2026-04-08

VXF

VANGUARD INDEX FDS

0.60%

Shares1.5K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

1.19%

Shares1.6K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

-20.23%

Shares1.2K

Event2026-03-31

Filed2026-04-08

NOW

SERVICENOW INC

1.11%

Shares2.9K

Event2026-03-31

Filed2026-04-08

IMO

IMPERIAL OIL LTD

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-08

SGVT

SCHWAB STRATEGIC TR

New

Shares3.0K

Event2026-03-31

Filed2026-04-08

ALTRIA GROUP INC

3.87%

Shares4.4K

Event2026-03-31

Filed2026-04-08

NVS

NOVARTIS AG

New

Shares1.9K

Event2026-03-31

Filed2026-04-08

BABA

ALIBABA GROUP HLDG LTD

5.44%

Shares2.2K

Event2026-03-31

Filed2026-04-08

XLI

SELECT SECTOR SPDR TR

10.52%

Shares1.7K

Event2026-03-31

Filed2026-04-08

BST

BLACKROCK SCIENCE & TECHNOLO

-7.13%

Shares7.7K

Event2026-03-31

Filed2026-04-08

PSA

PUBLIC STORAGE OPER CO

-16.98%

Shares978

Event2026-03-31

Filed2026-04-08

OMDA

OMADA HEALTH INC

New

Shares20.8K

Event2026-03-31

Filed2026-04-08

SRLN

SSGA ACTIVE ETF TR

0.50%

Shares6.4K

Event2026-03-31

Filed2026-04-08

GDX

VANECK ETF TRUST

-88.83%

Shares2.8K

Event2026-03-31

Filed2026-04-08

CWEN

CLEARWAY ENERGY INC

New

Shares6.3K

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

2.67%

Shares8.5K

Event2026-03-31

Filed2026-04-08

BIP

BROOKFIELD INFRASTRUCTURE PA

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-08

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

PHILIP MORRIS INTL INC

-2.75%

Shares1.5K

Event2026-03-31

Filed2026-04-08

ADI

ANALOG DEVICES INC

0.00%

Shares752

Event2026-03-31

Filed2026-04-08

AWK

AMERICAN WTR WKS CO INC NEW

-2.01%

Shares1.7K

Event2026-03-31

Filed2026-04-08

MASTERCARD INCORPORATED

-6.16%

Shares457

Event2026-03-31

Filed2026-04-08

PLANET LABS PBC

New

Shares7.8K

Event2026-03-31

Filed2026-04-08

DUKE ENERGY CORP NEW

New

Shares1.7K

Event2026-03-31

Filed2026-04-08

KBH

KB HOME

-7.86%

Shares4.0K

Event2026-03-31

Filed2026-04-08

ANNALY CAPITAL MANAGEMENT IN

New

Shares9.7K

Event2026-03-31

Filed2026-04-08

CHY

CALAMOS CONV & HIGH INCOME F

1.89%

Shares18.7K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

New

Shares3.2K

Event2026-03-31

Filed2026-04-08

MCHP

MICROCHIP TECHNOLOGY INC.

0.03%

Shares3.1K

Event2026-03-31

Filed2026-04-08

VCV

INVESCO CALIF VALUE MUN INCO

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-08

AEYE INC

-3.11%

Shares46.6K

Event2026-03-31

Filed2026-04-08

PLUG

PLUG PWR INC

New

Shares21.5K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

INVESCO EXCHANGE TRADED FD T Call CallINVESCO EXCHANGE TRADED FD T2.1K sharesnew addition2026-03-312026-04-08

PLUG Call CallPLUG PWR INC2.0K sharesnew addition2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T Call

INVESCO EXCHANGE TRADED FD T

New

Shares2.1K

Event2026-03-31

Filed2026-04-08

PLUG Call

PLUG PWR INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-08

Put Option Holdings

No put option holdings data available