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The Analysis of MONTAG A & ASSOCIATES INC's Holdings & P&L

Currently, MONTAG A & ASSOCIATES INC holds 954 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in JPST (+374.9K shares, valued at $19.0M), VO (+214.8K shares, valued at $17.3M), IWF (+136.8K shares, valued at $17.0M); decreased their positions in VGIT (-256.7K shares, valued at $15.1M), ITB (-56.1K shares, valued at $5.9M), AMD (-7.8K shares, valued at $4.5M); initiated new positions in JBHT (+13.9K shares, valued at $4.0M), ROKU (+15.1K shares, valued at $2.1M), ZM (+22.1K shares, valued at $1.9M).

1M P&L

+53.1M+3.05%

3M P&L

+57.0M+3.28%

HY P&L

-37.5M-2.05%

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/A673.1M

37.4%

2Semiconductors118.6M

6.6%

3Internet Content & Information98.3M

5.5%

Top Industries by Stock Count

1N/A237 stocks

27.9%

2Software - Application26 stocks

3.1%

3Specialty Industrial Machinery23 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR246.5K shares1.63%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T173.4K shares-2.93%2026-06-302026-08-05

AAPL APPLE INC290.6K shares-1.54%2026-06-302026-08-05

MDY STATE STR SPDR S&P MIDCAP 40101.7K shares-2.37%2026-06-302026-08-05

GOOG ALPHABET INC194.4K shares-2.76%2026-06-302026-08-05

MSFT MICROSOFT CORP132.4K shares-4.33%2026-06-302026-08-05

IWB ISHARES TR103.2K shares-3.90%2026-06-302026-08-05

AMZN AMAZON COM INC176.7K shares-5.90%2026-06-302026-08-05

Sponsored

RSP INVESCO EXCHANGE TRADED FD T192.2K shares13.74%2026-06-302026-08-05

LLY ELI LILLY & CO29.4K shares2.36%2026-06-302026-08-05

NVDA NVIDIA CORPORATION171.2K shares-2.10%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC44.5K shares-6.56%2026-06-302026-08-05

JPST J P MORGAN EXCHANGE TRADED F610.0K shares159.43%2026-06-302026-08-05

IJH ISHARES TR389.9K shares1.01%2026-06-302026-08-05

GOOGL ALPHABET INC82.7K shares-2.88%2026-06-302026-08-05

VOO VANGUARD INDEX FDS40.2K shares8.82%2026-06-302026-08-05

Sponsored

VIG VANGUARD SPECIALIZED FUNDS113.6K shares-0.89%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC55.9K shares0.99%2026-06-302026-08-05

KO COCA COLA CO321.8K shares-14.16%2026-06-302026-08-05

WMT WALMART INC230.8K shares-1.19%2026-06-302026-08-05

VB VANGUARD INDEX FDS85.7K shares-3.03%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO79.1K shares-3.88%2026-06-302026-08-05

BROADCOM INC BROADCOM INC66.9K shares-0.61%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC23.8K shares-3.06%2026-06-302026-08-05

Sponsored

VISA INC VISA INC69.9K shares1.66%2026-06-302026-08-05

VGSH VANGUARD SCOTTSDALE FDS406.7K shares-0.48%2026-06-302026-08-05

HD HOME DEPOT INC66.8K shares0.46%2026-06-302026-08-05

IWF ISHARES TR188.9K shares262.42%2026-06-302026-08-05

VO VANGUARD INDEX FDS288.5K shares291.29%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON89.6K shares-0.58%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR98.6K shares-8.34%2026-06-302026-08-05

ABBVIE INC ABBVIE INC72.3K shares0.14%2026-06-302026-08-05

Sponsored

MRK MERCK & CO INC136.4K shares-1.00%2026-06-302026-08-05

ADI ANALOG DEVICES INC44.2K shares-4.56%2026-06-302026-08-05

IWD ISHARES TR71.5K shares-7.46%2026-06-302026-08-05

SHY ISHARES TR210.0K shares5.08%2026-06-302026-08-05

VGIT VANGUARD SCOTTSDALE FDS287.9K shares-47.13%2026-06-302026-08-05

MAR MARRIOTT INTL INC NEW43.2K shares-1.18%2026-06-302026-08-05

URI UNITED RENTALS INC14.0K shares2.68%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC133.2K shares11.67%2026-06-302026-08-05

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION15.3K shares1.49%2026-06-302026-08-05

PH PARKER-HANNIFIN CORP13.9K shares-2.85%2026-06-302026-08-05

CAT CATERPILLAR INC12.3K shares-0.87%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL25.9K shares-0.10%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY INC43.1K shares-18.35%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC10.8K shares-23.70%2026-06-302026-08-05

AME AMETEK INC50.9K shares-0.90%2026-06-302026-08-05

TJX TJX COS INC NEW80.8K shares-0.29%2026-06-302026-08-05

Sponsored

MS MORGAN STANLEY58.3K shares-2.07%2026-06-302026-08-05

LRCX LAM RESEARCH CORP28.1K shares-7.54%2026-06-302026-08-05

VCSH VANGUARD SCOTTSDALE FDS153.9K shares0.59%2026-06-302026-08-05

PEP PEPSICO INC88.9K shares1.61%2026-06-302026-08-05

SYK STRYKER CORPORATION34.9K shares5.55%2026-06-302026-08-05

BIL SPDR SERIES TRUST120.3K shares18999.37%2026-06-302026-08-05

XBI SPDR SERIES TRUST68.7K shares0.74%2026-06-302026-08-05

MASTERCARD INCORPORATED MASTERCARD INCORPORATED21.1K shares0.57%2026-06-302026-08-05

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP75.5K shares0.49%2026-06-302026-08-05

PG PROCTER & GAMBLE CO68.9K shares1.95%2026-06-302026-08-05

IJR ISHARES TR67.6K shares10.26%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC16.4K shares-32.10%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS125.0K shares72.06%2026-06-302026-08-05

ASML ASML HLDG NV4.3K shares9.41%2026-06-302026-08-05

BRK.A BERKSHIRE HATHAWAY INC DEL11 shares0.00%2026-06-302026-08-05

GPC GENUINE PARTS CO67.7K shares4.44%2026-06-302026-08-05

Sponsored

EFX EQUIFAX INC49.4K shares-0.28%2026-06-302026-08-05

EME EMCOR GROUP INC9.2K shares33.00%2026-06-302026-08-05

BAC BANK OF AMER CORP133.3K shares-1.89%2026-06-302026-08-05

VCIT VANGUARD SCOTTSDALE FDS91.4K shares-1.38%2026-06-302026-08-05

ABT ABBOTT LABORATORIES82.1K shares-17.29%2026-06-302026-08-05

MCD MCDONALDS CORP26.6K shares0.52%2026-06-302026-08-05

CVX CHEVRON CORPORATION43.1K shares-1.25%2026-06-302026-08-05

DIA STATE STR SPDR DOW JONES IND12.4K shares0.00%2026-06-302026-08-05

Sponsored

VUG VANGUARD INDEX FDS74.5K shares679.54%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO18.9K shares4.56%2026-06-302026-08-05

GLD SPDR GOLD TR17.3K shares-14.51%2026-06-302026-08-05

CPRT COPART INC222.4K shares-4.24%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC70.8K shares-0.23%2026-06-302026-08-05

VMC VULCAN MATLS CO20.9K shares-1.22%2026-06-302026-08-05

RIO RIO TINTO PLC63.3K shares0.56%2026-06-302026-08-05

CASY CASEYS GEN STORES INC7.5K shares-16.62%2026-06-302026-08-05

Sponsored

MKL MARKEL GROUP INC3.0K shares5.70%2026-06-302026-08-05

PAVE GLOBAL X FDS99.8K shares-2.20%2026-06-302026-08-05

PHM PULTE GROUP INC42.3K shares-1.80%2026-06-302026-08-05

ADOBE INC ADOBE INC28.0K shares-7.96%2026-06-302026-08-05

ICE INTERCONTINENTAL EXCHANGE IN46.2K shares-4.35%2026-06-302026-08-05

ISRG INTUITIVE SURGICAL INC14.3K shares-1.84%2026-06-302026-08-05

VDE VANGUARD WORLD FD37.0K shares-28.07%2026-06-302026-08-05

SPHQ INVESCO EXCHANGE TRADED FD T60.3K shares-0.21%2026-06-302026-08-05

Sponsored

QQQ INVESCO QQQ TR7.3K shares-23.75%2026-06-302026-08-05

WRB BERKLEY W R CORP71.0K shares-0.86%2026-06-302026-08-05

TMO THERMO FISHER SCIENTIFIC INC9.8K shares2.17%2026-06-302026-08-05

SOUTHERN CO SOUTHERN CO51.5K shares1.59%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS17.3K shares3.45%2026-06-302026-08-05

XLV SELECT SECTOR SPDR TR30.5K shares2.69%2026-06-302026-08-05

DHR DANAHER CORP DEL24.9K shares-4.24%2026-06-302026-08-05

EMR EMERSON ELEC CO33.1K shares-0.96%2026-06-302026-08-05

Sponsored

UBER UBER TECHNOLOGIES INC63.6K shares8.73%2026-06-302026-08-05

CBRE CBRE GROUP INC34.0K shares-47.77%2026-06-302026-08-05

VTV VANGUARD INDEX FDS19.9K shares-0.28%2026-06-302026-08-05

EW EDWARDS LIFESCIENCES CORP47.6K shares3.52%2026-06-302026-08-05

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR93.9K shares4.46%2026-06-302026-08-05

IWM ISHARES TR13.8K shares-32.29%2026-06-302026-08-05

CTAS CINTAS CORP23.8K shares-1.12%2026-06-302026-08-05

MAS MASCO CORP49.6K shares-0.45%2026-06-302026-08-05

Sponsored

JBHT HUNT J B TRANS SVCS INC13.9K sharesnew addition2026-06-302026-08-05

EWP ISHARES INC67.0K shares-5.56%2026-06-302026-08-05

UMH UMH PPTYS INC258.4K shares-1.26%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION19.9K shares-0.60%2026-06-302026-08-05

MGC VANGUARD WORLD FD13.8K shares-39.85%2026-06-302026-08-05

AZO AUTOZONE INC1.2K shares0.00%2026-06-302026-08-05

RPV INVESCO EXCHANGE TRADED FD T33.1K shares0.00%2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW29.7K shares-0.42%2026-06-302026-08-05

Sponsored

EWI ISHARES INC63.1K shares-5.43%2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC8.8K shares-0.09%2026-06-302026-08-05

ORACLE CORP ORACLE CORP24.9K shares-0.42%2026-06-302026-08-05

SCHW SCHWAB CHARLES CORP39.5K shares-10.23%2026-06-302026-08-05

MCK MCKESSON CORP4.8K shares1.82%2026-06-302026-08-05

ANET ARISTA NETWORKS INC21.4K shares-3.68%2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP7.0K shares-3.34%2026-06-302026-08-05

COR CENCORA INC12.3K shares-2.25%2026-06-302026-08-05

Sponsored

CMI CUMMINS INC4.8K shares-0.82%2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.48.2K shares3.47%2026-06-302026-08-05

MINT PIMCO ETF TR34.1K shares2.30%2026-06-302026-08-05

LOW LOWES COS INC15.5K shares-14.26%2026-06-302026-08-05

FREEPORT MCMORAN INC FREEPORT MCMORAN INC54.1K shares-0.84%2026-06-302026-08-05

BA BOEING CO15.5K shares-9.67%2026-06-302026-08-05

TFC TRUIST FINL CORP67.0K shares2.85%2026-06-302026-08-05

GVI ISHARES TR31.0K shares6.92%2026-06-302026-08-05

Sponsored

ODFL OLD DOMINION FREIGHT LINE IN15.0K shares-14.28%2026-06-302026-08-05

NDAQ NASDAQ INC41.0K shares-2.17%2026-06-302026-08-05

ISHARES TR ISHARES TR33.5K shares-20.58%2026-06-302026-08-05

CDW CDW CORP22.6K shares44.76%2026-06-302026-08-05

TGT TARGET CORP24.3K shares557.78%2026-06-302026-08-05

DE DEERE & CO5.0K shares-3.97%2026-06-302026-08-05

RSG REPUBLIC SVCS INC14.9K shares-1.33%2026-06-302026-08-05

SERVICENOW INC SERVICENOW INC31.6K shares11.76%2026-06-302026-08-05

Sponsored

UNP UNION PAC CORP11.5K shares0.00%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS8.4K shares3.50%2026-06-302026-08-05

OEF ISHARES TR8.5K shares-16.92%2026-06-302026-08-05

BKNG BOOKING HOLDINGS INC17.4K shares2350.70%2026-06-302026-08-05

GGG GRACO INC39.3K shares23.70%2026-06-302026-08-05

ETN EATON CORP PLC7.0K shares4.29%2026-06-302026-08-05

TT TRANE TECHNOLOGIES PLC5.9K shares-2.35%2026-06-302026-08-05

SDY SPDR SERIES TRUST18.8K shares0.00%2026-06-302026-08-05

Sponsored

NVR NVR INC419 shares-2.56%2026-06-302026-08-05

XCNY SPDR INDEX SHS FDS82.9K shares8.54%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC4.9K shares-13.15%2026-06-302026-08-05

NSC NORFOLK SOUTHN CORP8.6K shares0.00%2026-06-302026-08-05

BAC-PL BANK OF AMER CORP2.2K shares0.00%2026-06-302026-08-05

SMLF ISHARES TR29.5K shares0.00%2026-06-302026-08-05

SOXX ISHARES TR3.9K shares-5.82%2026-06-302026-08-05

SAIA SAIA INC5.8K shares34.56%2026-06-302026-08-05

Sponsored

ABCB AMERIS BANCORP26.7K shares0.00%2026-06-302026-08-05

TXN TEXAS INSTRS INC8.1K shares-19.10%2026-06-302026-08-05

EMXC ISHARES INC23.5K shares-53.51%2026-06-302026-08-05

MPC MARATHON PETE CORP9.3K shares-0.27%2026-06-302026-08-05

KRE SPDR SERIES TRUST31.6K shares0.00%2026-06-302026-08-05

ITW ILLINOIS TOOL WKS INC8.5K shares6.25%2026-06-302026-08-05

ROP ROPER TECHNOLOGIES INC6.8K shares28.99%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC12.6K shares-2.33%2026-06-302026-08-05

Sponsored

VNQ VANGUARD INDEX FDS23.7K shares0.03%2026-06-302026-08-05

XLF SELECT SECTOR SPDR TR42.0K shares-4.49%2026-06-302026-08-05

WFC WELLS FARGO & CO26.6K shares0.00%2026-06-302026-08-05

BMY BRISTOL-MYERS SQUIBB CO37.8K shares-3.97%2026-06-302026-08-05

ROKU ROKU INC15.1K sharesnew addition2026-06-302026-08-05

IUSV ISHARES TR18.7K shares-12.64%2026-06-302026-08-05

FI FISERV INC40.2K shares-4.29%2026-06-302026-08-05

INTU INTUIT7.5K shares-38.24%2026-06-302026-08-05

Sponsored

ORLY OREILLY AUTOMOTIVE INC21.3K shares-2.61%2026-06-302026-08-05

SHOP SHOPIFY INC17.0K shares-0.43%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC5.6K shares-5.02%2026-06-302026-08-05

ZM ZOOM COMMUNICATIONS INC22.1K sharesnew addition2026-06-302026-08-05

STT STATE STR CORP11.2K shares0.20%2026-06-302026-08-05

FIDU FIDELITY COVINGTON TRUST18.8K shares35.15%2026-06-302026-08-05

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC8.4K sharesnew addition2026-06-302026-08-05

WTW WILLIS TOWERS WATSON PLC LTD7.1K shares-7.13%2026-06-302026-08-05

Sponsored

COF CAPITAL ONE FINL CORP9.2K shares-22.84%2026-06-302026-08-05

APH AMPHENOL CORP10.4K shares-47.49%2026-06-302026-08-05

SOUTHSTATE BK CORP SOUTHSTATE BK CORP18.3K shares0.00%2026-06-302026-08-05

HONEYWELL INTL INC HONEYWELL INTL INC8.1K sharesnew addition2026-06-302026-08-05

DFAT DIMENSIONAL ETF TRUST25.4K shares0.18%2026-06-302026-08-05

ULTA BEAUTY INC ULTA BEAUTY INC3.9K shares-64.93%2026-06-302026-08-05

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC13.2K shares911.54%2026-06-302026-08-05

SHEL SHELL PLC22.6K shares-2.60%2026-06-302026-08-05

Sponsored

XLE SELECT SECTOR SPDR TR32.9K shares-0.05%2026-06-302026-08-05

FNDF SCHWAB STRATEGIC TR32.9K shares-0.14%2026-06-302026-08-05

VFH VANGUARD WORLD FD12.9K shares0.00%2026-06-302026-08-05

MLM MARTIN MARIETTA MATLS INC2.9K shares-4.17%2026-06-302026-08-05

IEMG ISHARES INC20.4K shares-2.25%2026-06-302026-08-05

DAN DANA INC62.0K shares-34.64%2026-06-302026-08-05

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V5.9K shares0.00%2026-06-302026-08-05

AFL AFLAC INC14.1K shares0.00%2026-06-302026-08-05

Sponsored

BLK BLACKROCK INC1.7K shares-25.44%2026-06-302026-08-05

WFC-PL WELLS FARGO & CO1.4K shares-3.44%2026-06-302026-08-05

CHUBB LIMITED CHUBB LIMITED4.7K shares0.00%2026-06-302026-08-05

STIP ISHARES TR15.7K shares0.87%2026-06-302026-08-05

BSV VANGUARD BD INDEX FDS20.4K shares2.54%2026-06-302026-08-05

GLW CORNING INC6.2K shares-13.29%2026-06-302026-08-05

IWR ISHARES TR14.4K shares1.58%2026-06-302026-08-05

QCOM QUALCOMM INC8.5K shares-26.77%2026-06-302026-08-05

Sponsored

CR CRANE COMPANY7.0K shares0.01%2026-06-302026-08-05

DECK DECKERS OUTDOOR CORP15.2K shares-0.05%2026-06-302026-08-05

SUB ISHARES TR14.1K shares47.54%2026-06-302026-08-05

IEX IDEX CORP6.6K shares0.17%2026-06-302026-08-05

HLT HILTON WORLDWIDE HLDGS INC4.5K shares0.00%2026-06-302026-08-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND11.6K shares0.51%2026-06-302026-08-05

PPG PPG INDS INC11.5K shares-2.20%2026-06-302026-08-05

MDLZ MONDELEZ INTL INC24.0K shares-9.95%2026-06-302026-08-05

Sponsored

SNPS SYNOPSYS INC3.1K shares0.00%2026-06-302026-08-05

SBUX STARBUCKS CORP13.6K shares0.00%2026-06-302026-08-05

CL COLGATE PALMOLIVE CO15.1K shares0.00%2026-06-302026-08-05

USB US BANCORP22.6K shares1.34%2026-06-302026-08-05

S&P GLOBAL INC S&P GLOBAL INC3.4K shares-2.89%2026-06-302026-08-05

IVOG VANGUARD ADMIRAL FDS INC9.3K shares-7.65%2026-06-302026-08-05

FANG DIAMONDBACK ENERGY INC7.7K shares-1.01%2026-06-302026-08-05

DFAC DIMENSIONAL ETF TRUST30.2K shares0.00%2026-06-302026-08-05

Sponsored

WY WEYERHAEUSER CO55.3K shares-54.65%2026-06-302026-08-05

DEO DIAGEO PLC16.1K shares-3.47%2026-06-302026-08-05

IYW ISHARES TR5.1K shares-9.84%2026-06-302026-08-05

IVW ISHARES TR9.3K shares0.00%2026-06-302026-08-05

DIS DISNEY WALT CO13.1K shares-3.09%2026-06-302026-08-05

NOC NORTHROP GRUMMAN CORP2.5K shares-0.12%2026-06-302026-08-05

XME SPDR SERIES TRUST11.8K shares0.00%2026-06-302026-08-05

TSLA TESLA INC3.0K shares-0.03%2026-06-302026-08-05

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN11.5K shares0.00%2026-06-302026-08-05

APD AIR PRODUCTS AND CHEMICALS I4.2K shares0.00%2026-06-302026-08-05

NVS NOVARTIS AG7.8K shares-0.18%2026-06-302026-08-05

PFE PFIZER INC50.2K shares-0.18%2026-06-302026-08-05

CDNS CADENCE DESIGN SYSTEM INC3.2K shares0.00%2026-06-302026-08-05

ESBA EMPIRE ST RLTY OP L P215.1K sharesnew addition2026-06-302026-08-05

VZ VERIZON COMMUNICATIONS INC28.2K shares-8.70%2026-06-302026-08-05

LKQ LKQ CORP44.9K shares-1.62%2026-06-302026-08-05

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CVS CVS HEALTH CORP11.4K shares0.69%2026-06-302026-08-05

XLI SELECT SECTOR SPDR TR6.4K shares-7.34%2026-06-302026-08-05

LHX L3HARRIS TECHNOLOGIES INC4.0K shares-1.83%2026-06-302026-08-05

ADP AUTOMATIC DATA PROCESSING IN5.1K shares0.00%2026-06-302026-08-05

ITB ISHARES TR11.0K shares-83.60%2026-06-302026-08-05

MTD METTLER TOLEDO INTERNATIONAL900 shares0.00%2026-06-302026-08-05

AIG AMERICAN INTL GROUP INC15.4K shares-1.87%2026-06-302026-08-05

HII HUNTINGTON INGALLS INDS INC4.0K shares0.00%2026-06-302026-08-05

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GEV GE VERNOVA INC942 shares9.41%2026-06-302026-08-05

IBTG ISHARES TR48.3K shares-29.09%2026-06-302026-08-05

BSCR INVESCO EXCH TRD SLF IDX FD56.3K shares-12.45%2026-06-302026-08-05

NFG NATIONAL FUEL GAS CO14.2K shares0.00%2026-06-302026-08-05

GE GE AEROSPACE2.9K shares13.83%2026-06-302026-08-05

L LOEWS CORP9.6K shares0.00%2026-06-302026-08-05

3M CO 3M CO6.6K shares-0.06%2026-06-302026-08-05

NKE NIKE INC25.8K shares-16.50%2026-06-302026-08-05

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BEPC BROOKFIELD RENEWABLE CORP28.7K shares-1.20%2026-06-302026-08-05

UPS UNITED PARCEL SVCS INC9.9K shares0.00%2026-06-302026-08-05

SITEONE LANDSCAPE SUPPLY INC SITEONE LANDSCAPE SUPPLY INC9.0K shares0.00%2026-06-302026-08-05

ROK ROCKWELL AUTOMATION INC2.0K shares8.09%2026-06-302026-08-05

CARR CARRIER GLOBAL CORPORATION13.6K shares0.00%2026-06-302026-08-05

DFUS DIMENSIONAL ETF TRUST12.1K shares0.00%2026-06-302026-08-05

AMGN AMGEN INC2.7K shares-6.79%2026-06-302026-08-05

WEC WEC ENERGY GROUP INC8.4K shares0.00%2026-06-302026-08-05

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BDX BECTON DICKINSON & CO6.5K shares4.96%2026-06-302026-08-05

FTV FORTIVE CORP15.9K shares1.86%2026-06-302026-08-05

MELI MERCADOLIBRE INC572 shares-10.20%2026-06-302026-08-05

RL RALPH LAUREN CORP2.4K shares0.00%2026-06-302026-08-05

CHRW C H ROBINSON WORLDWIDE IN5.0K shares-0.12%2026-06-302026-08-05

BSCQ INVESCO EXCH TRD SLF IDX FD48.6K shares-17.43%2026-06-302026-08-05

MET METLIFE INC10.7K shares0.00%2026-06-302026-08-05

EFA ISHARES TR8.7K shares-21.85%2026-06-302026-08-05

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MFC MANULIFE FINL CORP22.3K shares0.00%2026-06-302026-08-05

HUBB HUBBELL INC1.7K shares0.00%2026-06-302026-08-05

FNDX SCHWAB STRATEGIC TR27.8K shares5.50%2026-06-302026-08-05

WST WEST PHARMACEUTICAL SVSC INC2.4K shares0.00%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F13.9K shares0.83%2026-06-302026-08-05

OLED UNIVERSAL DISPLAY CORP9.5K shares-18.15%2026-06-302026-08-05

SYY SYSCO CORP9.6K shares9.86%2026-06-302026-08-05

VCRB VANGUARD MALVERN FDS10.3K shares71.46%2026-06-302026-08-05

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NOBL PROSHARES TR14.0K shares139.77%2026-06-302026-08-05

YUM YUM BRANDS INC4.9K shares0.00%2026-06-302026-08-05

TDG TRANSDIGM GROUP INC581 shares0.00%2026-06-302026-08-05

ARCH CAP GROUP LTD ARCH CAP GROUP LTD7.7K shares0.00%2026-06-302026-08-05

TXT TEXTRON INC8.1K shares0.00%2026-06-302026-08-05

IWY ISHARES TR2.5K shares-0.47%2026-06-302026-08-05

KLAC KLA CORP2.4K shares902.06%2026-06-302026-08-05

SHW SHERWIN WILLIAMS CO2.0K shares0.00%2026-06-302026-08-05

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RF REGIONS FINANCIAL CORP NEW22.4K shares0.00%2026-06-302026-08-05

IYH ISHARES TR10.0K shares0.00%2026-06-302026-08-05

IDEXX LABS INC IDEXX LABS INC1.3K shares0.00%2026-06-302026-08-05

OMC OMNICOM GROUP INC8.9K shares0.00%2026-06-302026-08-05

DOV DOVER CORP2.9K shares0.00%2026-06-302026-08-05

GPN GLOBAL PMTS INC8.8K shares0.00%2026-06-302026-08-05

HWM HOWMET AEROSPACE INC2.4K shares1687.12%2026-06-302026-08-05

MTB M & T BK CORP2.7K shares0.00%2026-06-302026-08-05

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IYF ISHARES TR4.9K shares-2.45%2026-06-302026-08-05

BSCS INVESCO EXCH TRD SLF IDX FD30.9K shares-29.28%2026-06-302026-08-05

VRT VERTIV HOLDINGS CO1.9K shares4.17%2026-06-302026-08-05

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.9K shares-80.06%2026-06-302026-08-05

IWO ISHARES TR1.6K shares0.00%2026-06-302026-08-05

MEDTRONIC PLC MEDTRONIC PLC7.7K shares-1.08%2026-06-302026-08-05

KMB KIMBERLY-CLARK CORP5.3K shares3.95%2026-06-302026-08-05

CSX CSX CORP12.4K shares-0.60%2026-06-302026-08-05

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KTOS KRATOS DEFENSE & SEC SOLUTIO11.7K shares13.45%2026-06-302026-08-05

GSY INVESCO ACTIVELY MANAGED EXC11.5K shares-0.85%2026-06-302026-08-05

BLD TOPBUILD COR1.6K shares-66.43%2026-06-302026-08-05

MO ALTRIA GROUP INC7.8K shares0.71%2026-06-302026-08-05

VBR VANGUARD INDEX FDS2.3K shares0.00%2026-06-302026-08-05

ECL ECOLAB INC2.0K shares11.06%2026-06-302026-08-05

AIVL WISDOMTREE TR4.2K shares0.00%2026-06-302026-08-05

T AT&T INC26.4K shares3.06%2026-06-302026-08-05

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INTC INTEL CORP3.9K shares0.23%2026-06-302026-08-05

VYM VANGUARD WHITEHALL FDS3.5K shares0.00%2026-06-302026-08-05

AVLC AMERICAN CENTY ETF TR6.0K shares58.48%2026-06-302026-08-05

PBA PEMBINA PIPELINE CORP11.6K shares0.00%2026-06-302026-08-05

AJG GALLAGHER ARTHUR J & CO2.3K shares0.00%2026-06-302026-08-05

SLB SLB LIMITED11.2K shares9.24%2026-06-302026-08-05

SFBS SERVISFIRST BANCSHARES INC6.0K shares0.00%2026-06-302026-08-05

WMB WILLIAMS COS INC6.8K shares0.00%2026-06-302026-08-05

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STPZ PIMCO ETF TR9.5K shares1.49%2026-06-302026-08-05

IBB ISHARES TR2.6K shares-0.42%2026-06-302026-08-05

XHB SPDR SERIES TRUST4.3K shares-25.58%2026-06-302026-08-05

DFAE DIMENSIONAL ETF TRUST12.1K shares0.62%2026-06-302026-08-05

EBAY EBAY INC.4.3K shares0.00%2026-06-302026-08-05

NVT NVENT ELEC PLC2.8K shares50.21%2026-06-302026-08-05

GSLC GOLDMAN SACHS ETF TR3.3K shares0.00%2026-06-302026-08-05

SWKS SKYWORKS SOLUTIONS INC6.9K shares-5.61%2026-06-302026-08-05

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EMN EASTMAN CHEM CO6.8K shares0.00%2026-06-302026-08-05

IQV IQVIA HLDGS INC2.4K shares-41.80%2026-06-302026-08-05

DLTR DOLLAR TREE INC3.8K shares-9.17%2026-06-302026-08-05

PSX PHILLIPS 662.7K shares0.00%2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC592 shares-8.50%2026-06-302026-08-05

NUE NUCOR CORP2.0K shares0.00%2026-06-302026-08-05

VLTO VERALTO CORP5.0K shares-0.38%2026-06-302026-08-05

MMC MARSH & MCLENNAN COS INC2.7K shares8.16%2026-06-302026-08-05

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VT VANGUARD INTL EQUITY INDEX F2.8K shares17.99%2026-06-302026-08-05

MNST MONSTER BEVERAGE CORP NEW4.6K shares0.00%2026-06-302026-08-05

GILD GILEAD SCIENCES INC3.5K shares-0.35%2026-06-302026-08-05

BK BANK OF NY MELLON CORP3.0K shares-7.43%2026-06-302026-08-05

VANECK ETF TRUST VANECK ETF TRUST5.7K shares0.00%2026-06-302026-08-05

MUSA MURPHY USA INC792 shares-4.12%2026-06-302026-08-05

DOMINION ENERGY INC DOMINION ENERGY INC6.2K shares0.00%2026-06-302026-08-05

VRTX VERTEX PHARMACEUTICALS INC852 shares4.28%2026-06-302026-08-05

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ACUITY INC ACUITY INC1.1K shares0.00%2026-06-302026-08-05

SCHX SCHWAB STRATEGIC TR13.6K shares0.00%2026-06-302026-08-05

KMX CARMAX INC7.5K shares0.00%2026-06-302026-08-05

PAYX PAYCHEX INC4.0K shares0.00%2026-06-302026-08-05

TEL TE CONNECTIVITY PLC1.9K shares0.00%2026-06-302026-08-05

CHD CHURCH & DWIGHT CO INC4.0K shares0.00%2026-06-302026-08-05

BSCT INVESCO EXCH TRD SLF IDX FD20.8K shares-33.03%2026-06-302026-08-05

IRM IRON MTN INC DEL3.0K shares0.00%2026-06-302026-08-05

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SLRC SLR INVESTMENT CORP30.7K shares0.00%2026-06-302026-08-05

EEM ISHARES TR5.4K shares12.51%2026-06-302026-08-05

EPP ISHARES INC6.9K shares0.00%2026-06-302026-08-05

ISHARES TR ISHARES TR3.7K shares0.00%2026-06-302026-08-05

CXT CRANE NXT CO7.0K shares0.00%2026-06-302026-08-05

GRPM INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2026-06-302026-08-05

PNFP PINNACLE FINL PARTNERS INC3.5K shares0.00%2026-06-302026-08-05

QUAL ISHARES TR1.6K shares5.24%2026-06-302026-08-05

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KTB KONTOOR BRANDS INC4.2K shares0.00%2026-06-302026-08-05

IBP INSTALLED BLDG PRODS INC1.5K shares0.00%2026-06-302026-08-05

BX BLACKSTONE INC2.9K shares-5.19%2026-06-302026-08-05

OTIS OTIS WORLDWIDE CORP4.7K shares0.00%2026-06-302026-08-05

XEL XCEL ENERGY INC4.1K shares0.00%2026-06-302026-08-05

VEU VANGUARD INTL EQUITY INDEX F4.0K shares6.33%2026-06-302026-08-05

IOO ISHARES TR2.4K shares0.00%2026-06-302026-08-05

ENB ENBRIDGE INC6.0K shares-2.16%2026-06-302026-08-05

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MAA MID-AMER APT CMNTYS INC2.3K shares0.00%2026-06-302026-08-05

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC2.3K shares0.00%2026-06-302026-08-05

CRM SALESFORCE INC2.0K shares-2.32%2026-06-302026-08-05

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC2.7K shares-0.74%2026-06-302026-08-05

CP CANADIAN PACIFIC KANSAS CITY3.6K shares0.00%2026-06-302026-08-05

DFEV DIMENSIONAL ETF TRUST7.3K shares2.54%2026-06-302026-08-05

CW CURTISS WRIGHT CORP406 shares-0.25%2026-06-302026-08-05

FNF FIDELITY NATL FINL INC6.5K shares0.00%2026-06-302026-08-05

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ZOETIS INC ZOETIS INC4.3K shares0.00%2026-06-302026-08-05

CMCSA COMCAST CORP NEW12.1K shares11.00%2026-06-302026-08-05

SOLS SOLSTICE ADVANCED MATLS INC3.3K shares4.44%2026-06-302026-08-05

AWK AMERICAN WTR WKS CO INC NEW2.2K shares0.63%2026-06-302026-08-05

TXRH TEXAS ROADHOUSE INC1.5K shares-0.26%2026-06-302026-08-05

TDY TELEDYNE TECHNOLOGIES INC434 shares0.00%2026-06-302026-08-05

PFF ISHARES TR9.3K shares-2.61%2026-06-302026-08-05

WAT WATERS CORP745 shares0.00%2026-06-302026-08-05

Sponsored

IYE ISHARES TR4.9K shares0.00%2026-06-302026-08-05

ADSK AUTODESK INC1.4K shares-33.47%2026-06-302026-08-05

AVXC AMERICAN CENTY ETF TR3.2K shares-2.27%2026-06-302026-08-05

EHC ENCOMPASS HEALTH CORP2.7K shares0.04%2026-06-302026-08-05

HEI HEICO CORP NEW774 shares0.00%2026-06-302026-08-05

COP CONOCOPHILLIPS2.6K shares0.00%2026-06-302026-08-05

SDVY FIRST TR EXCHANGE TRADED FD6.2K shares0.00%2026-06-302026-08-05

IEI ISHARES TR2.2K shares-16.18%2026-06-302026-08-05

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VCR VANGUARD WORLD FD654 shares-69.89%2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL1.2K shares26.30%2026-06-302026-08-05

MUB ISHARES TR2.4K shares0.00%2026-06-302026-08-05

STE STERIS PLC1.2K shares0.00%2026-06-302026-08-05

HHH HOWARD HUGHES HOLDINGS INC3.5K shares0.00%2026-06-302026-08-05

SPTM SPDR SERIES TRUST2.8K shares0.00%2026-06-302026-08-05

ED CONSOLIDATED EDISON INC2.2K shares0.00%2026-06-302026-08-05

SCHM SCHWAB STRATEGIC TR6.6K shares0.00%2026-06-302026-08-05

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GWW WW GRAINGER INC178 shares0.00%2026-06-302026-08-05

DAL DELTA AIR LINES INC2.6K shares0.47%2026-06-302026-08-05

BN BROOKFIELD CORP5.6K shares0.00%2026-06-302026-08-05

VPU VANGUARD WORLD FD1.2K shares-26.47%2026-06-302026-08-05

KR KROGER CO4.2K shares-3.07%2026-06-302026-08-05

GBTC GRAYSCALE BITCOIN TRUST ETF5.1K shares-20.24%2026-06-302026-08-05

SMH VANECK ETF TRUST350 shares-23.25%2026-06-302026-08-05

HSY HERSHEY CO1.3K shares2.59%2026-06-302026-08-05

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SCHB SCHWAB STRATEGIC TR7.9K shares61.70%2026-06-302026-08-05

VLO VALERO ENERGY CORP876 shares0.00%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC1.7K shares10.70%2026-06-302026-08-05

VRSN VERISIGN INC900 shares0.00%2026-06-302026-08-05

VOE VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-08-05

SRE SEMPRA2.4K shares0.00%2026-06-302026-08-05

SCCO SOUTHERN COPPER CORP1.3K shares-42.69%2026-06-302026-08-05

LIN LINDE PLC424 shares0.00%2026-06-302026-08-05

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DVY ISHARES TR1.4K shares0.00%2026-06-302026-08-05

MUNI PIMCO ETF TR4.1K shares-67.18%2026-06-302026-08-05

ONC BEONE MEDICINES LTD750 shares0.00%2026-06-302026-08-05

DOCU DOCUSIGN INC4.8K shares4.37%2026-06-302026-08-05

AMERIPRISE FINL INC AMERIPRISE FINL INC462 shares0.00%2026-06-302026-08-05

CEG CONSTELLATION ENERGY CORP848 shares0.00%2026-06-302026-08-05

DON WISDOMTREE TR3.7K shares0.00%2026-06-302026-08-05

QXO QXO INC12.0K shares0.00%2026-06-302026-08-05

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IWP ISHARES TR1.4K shares0.00%2026-06-302026-08-05

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC11.7K shares0.00%2026-06-302026-08-05

IR INGERSOLL RAND INC2.5K shares0.00%2026-06-302026-08-05

DGX QUEST DIAGNOSTICS INC950 shares0.00%2026-06-302026-08-05

FE FIRSTENERGY CORP4.2K shares0.00%2026-06-302026-08-05

CCJ CAMECO CORP1.9K shares0.00%2026-06-302026-08-05

VKTX VIKING THERAPEUTICS INC5.0K shares0.00%2026-06-302026-08-05

KVUE KENVUE INC10.2K shares0.00%2026-06-302026-08-05

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC5.7K shares0.00%2026-06-302026-08-05

DRI DARDEN RESTAURANTS INC936 shares0.00%2026-06-302026-08-05

ALLEGION PLC ALLEGION PLC1.3K shares0.00%2026-06-302026-08-05

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IJS ISHARES TR1.4K shares-3.53%2026-06-302026-08-05

EOG EOG RES INC1.4K shares-0.14%2026-06-302026-08-05

EPD ENTERPRISE PRODS PARTNERS L5.0K shares0.10%2026-06-302026-08-05

BATRK ATLANTA BRAVES HLDGS INC3.5K shares0.00%2026-06-302026-08-05

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LUV SOUTHWEST AIRLS CO3.5K shares0.00%2026-06-302026-08-05

ETR ENTERGY CORP NEW1.6K shares0.00%2026-06-302026-08-05

IYM ISHARES TR1.0K shares0.00%2026-06-302026-08-05

CI THE CIGNA GROUP649 shares-0.76%2026-06-302026-08-05

BND VANGUARD BD INDEX FDS2.4K shares21.10%2026-06-302026-08-05

EQT EQT CORP3.3K shares0.00%2026-06-302026-08-05

OKTA OKTA INC1.3K shares-16.59%2026-06-302026-08-05

AMT AMERICAN TOWER CORP1.1K shares0.00%2026-06-302026-08-05

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EOSE EOS ENERGY ENTERPRISES INC30.0K shares9.09%2026-06-302026-08-05

BTC GRAYSCALE BITCOIN MINI TR ET6.8K shares-10.14%2026-06-302026-08-05

SNX TD SYNNEX CORPORATION636 shares-68.62%2026-06-302026-08-05

GSIE GOLDMAN SACHS ETF TR3.7K shares0.00%2026-06-302026-08-05

NNN NNN REIT INC3.6K shares0.00%2026-06-302026-08-05

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MPWR MONOLITHIC PWR SYS INC119 shares-8.46%2026-06-302026-08-05

Sponsored

IYK ISHARES TR2.3K shares0.00%2026-06-302026-08-05

NEM NEWMONT CORP1.7K shares-0.57%2026-06-302026-08-05

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EXC EXELON CORP3.4K shares0.00%2026-06-302026-08-05

FDX FEDEX CORP504 shares0.00%2026-06-302026-08-05

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BSCW INVESCO EXCH TRD SLF IDX FD7.6K shares-5.30%2026-06-302026-08-05

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QLYS QUALYS INC1.1K shares0.00%2026-06-302026-08-05

FHLC FIDELITY COVINGTON TRUST1.9K shares-57.43%2026-06-302026-08-05

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MCI BARINGS CORPORATE INVS8.2K shares0.00%2026-06-302026-08-05

ALL ALLSTATE CORP600 shares0.00%2026-06-302026-08-05

MPV BARINGS PARTN INVS8.5K shares0.00%2026-06-302026-08-05

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PRU PRUDENTIAL FINL INC1.3K shares0.00%2026-06-302026-08-05

EGP EASTGROUP PPTYS INC690 shares0.00%2026-06-302026-08-05

VGT VANGUARD WORLD FD1.2K shares490.95%2026-06-302026-08-05

UL UNILEVER PLC2.3K shares0.00%2026-06-302026-08-05

ROST ROSS STORES INC649 shares226.13%2026-06-302026-08-05

KKR KKR & CO INC1.5K shares0.00%2026-06-302026-08-05

IJK ISHARES TR1.2K shares0.00%2026-06-302026-08-05

FTNT FORTINET INC876 shares0.00%2026-06-302026-08-05

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XLP SELECT SECTOR SPDR TR1.6K shares0.00%2026-06-302026-08-05

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RPG INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2026-06-302026-08-05

XLC SELECT SECTOR SPDR TR1.2K shares-76.91%2026-06-302026-08-05

VGLT VANGUARD SCOTTSDALE FDS2.4K shares0.00%2026-06-302026-08-05

VTEB VANGUARD MUN BD FDS2.6K shares0.00%2026-06-302026-08-05

RSPT INVESCO EXCHANGE TRADED FD T2.0K sharesnew addition2026-06-302026-08-05

QUANTA SVCS INC QUANTA SVCS INC179 shares-0.56%2026-06-302026-08-05

Sponsored

IBTH ISHARES TR5.6K shares0.00%2026-06-302026-08-05

NGG NATIONAL GRID PLC1.5K shares0.00%2026-06-302026-08-05

ATR APTARGROUP INC981 shares0.20%2026-06-302026-08-05

XTN SPDR SERIES TRUST1.1K shares17600.00%2026-06-302026-08-05

CBAN COLONY BANKCORP INC5.9K shares0.00%2026-06-302026-08-05

KGS KODIAK GAS SVCS INC1.6K shares-23.10%2026-06-302026-08-05

GSK PLC GSK PLC2.2K shares-0.45%2026-06-302026-08-05

SOLV SOLVENTUM CORP1.5K shares0.00%2026-06-302026-08-05

Sponsored

BHP BHP BILLITON LIMITED1.4K shares0.00%2026-06-302026-08-05

BSX BOSTON SCIENTIFIC CORP2.7K shares-18.29%2026-06-302026-08-05

PICK ISHARES INC1.9K sharesnew addition2026-06-302026-08-05

IYC ISHARES TR1.1K shares0.00%2026-06-302026-08-05

IEV ISHARES TR1.5K shares0.00%2026-06-302026-08-05

IYT ISHARES TR1.2K shares0.00%2026-06-302026-08-05

BINC BLACKROCK ETF TRUST II2.1K shares0.00%2026-06-302026-08-05

FITB FIFTH THIRD BANCORP1.9K shares0.00%2026-06-302026-08-05

Sponsored

IHI ISHARES TR2.1K shares-42.39%2026-06-302026-08-05

TWLO TWILIO INC507 shares0.00%2026-06-302026-08-05

MDGL MADRIGAL PHARMACEUTICALS INC194 shares0.00%2026-06-302026-08-05

FSLR FIRST SOLAR INC440 shares0.00%2026-06-302026-08-05

ISHARES TR

1.63%

Shares246.5K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

-2.93%

Shares173.4K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-1.54%

Shares290.6K

Event2026-06-30

Filed2026-08-05

MDY

STATE STR SPDR S&P MIDCAP 40

-2.37%

Shares101.7K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

-2.76%

Shares194.4K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

-4.33%

Shares132.4K

Event2026-06-30

Filed2026-08-05

IWB

ISHARES TR

-3.90%

Shares103.2K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

-5.90%

Shares176.7K

Event2026-06-30

Filed2026-08-05

RSP

INVESCO EXCHANGE TRADED FD T

13.74%

Shares192.2K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

2.36%

Shares29.4K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

-2.10%

Shares171.2K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

-6.56%

Shares44.5K

Event2026-06-30

Filed2026-08-05

JPST

J P MORGAN EXCHANGE TRADED F

159.43%

Shares610.0K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

1.01%

Shares389.9K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

-2.88%

Shares82.7K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

8.82%

Shares40.2K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

-0.89%

Shares113.6K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.99%

Shares55.9K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

-14.16%

Shares321.8K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

-1.19%

Shares230.8K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-3.03%

Shares85.7K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

-3.88%

Shares79.1K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

-0.61%

Shares66.9K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

-3.06%

Shares23.8K

Event2026-06-30

Filed2026-08-05

VISA INC

1.66%

Shares69.9K

Event2026-06-30

Filed2026-08-05

VGSH

VANGUARD SCOTTSDALE FDS

-0.48%

Shares406.7K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

0.46%

Shares66.8K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

262.42%

Shares188.9K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

291.29%

Shares288.5K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

-0.58%

Shares89.6K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

-8.34%

Shares98.6K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

0.14%

Shares72.3K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

-1.00%

Shares136.4K

Event2026-06-30

Filed2026-08-05

ADI

ANALOG DEVICES INC

-4.56%

Shares44.2K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

-7.46%

Shares71.5K

Event2026-06-30

Filed2026-08-05

SHY

ISHARES TR

5.08%

Shares210.0K

Event2026-06-30

Filed2026-08-05

VGIT

VANGUARD SCOTTSDALE FDS

-47.13%

Shares287.9K

Event2026-06-30

Filed2026-08-05

MAR

MARRIOTT INTL INC NEW

-1.18%

Shares43.2K

Event2026-06-30

Filed2026-08-05

URI

UNITED RENTALS INC

2.68%

Shares14.0K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

11.67%

Shares133.2K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

1.49%

Shares15.3K

Event2026-06-30

Filed2026-08-05

PARKER-HANNIFIN CORP

-2.85%

Shares13.9K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

-0.87%

Shares12.3K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.10%

Shares25.9K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC

-18.35%

Shares43.1K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

-23.70%

Shares10.8K

Event2026-06-30

Filed2026-08-05

AME

AMETEK INC

-0.90%

Shares50.9K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

-0.29%

Shares80.8K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

-2.07%

Shares58.3K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

-7.54%

Shares28.1K

Event2026-06-30

Filed2026-08-05

VCSH

VANGUARD SCOTTSDALE FDS

0.59%

Shares153.9K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

1.61%

Shares88.9K

Event2026-06-30

Filed2026-08-05

SYK

STRYKER CORPORATION

5.55%

Shares34.9K

Event2026-06-30

Filed2026-08-05

BIL

SPDR SERIES TRUST

18999.37%

Shares120.3K

Event2026-06-30

Filed2026-08-05

XBI

SPDR SERIES TRUST

0.74%

Shares68.7K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

0.57%

Shares21.1K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

0.49%

Shares75.5K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

1.95%

Shares68.9K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

10.26%

Shares67.6K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

-32.10%

Shares16.4K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

72.06%

Shares125.0K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

9.41%

Shares4.3K

Event2026-06-30

Filed2026-08-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares11

Event2026-06-30

Filed2026-08-05

GPC

GENUINE PARTS CO

4.44%

Shares67.7K

Event2026-06-30

Filed2026-08-05

EFX

EQUIFAX INC

-0.28%

Shares49.4K

Event2026-06-30

Filed2026-08-05

EME

EMCOR GROUP INC

33.00%

Shares9.2K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

-1.89%

Shares133.3K

Event2026-06-30

Filed2026-08-05

VCIT

VANGUARD SCOTTSDALE FDS

-1.38%

Shares91.4K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

-17.29%

Shares82.1K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

0.52%

Shares26.6K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

-1.25%

Shares43.1K

Event2026-06-30

Filed2026-08-05

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares12.4K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

679.54%

Shares74.5K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

4.56%

Shares18.9K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

-14.51%

Shares17.3K

Event2026-06-30

Filed2026-08-05

CPRT

COPART INC

-4.24%

Shares222.4K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

-0.23%

Shares70.8K

Event2026-06-30

Filed2026-08-05

VMC

VULCAN MATLS CO

-1.22%

Shares20.9K

Event2026-06-30

Filed2026-08-05

RIO

RIO TINTO PLC

0.56%

Shares63.3K

Event2026-06-30

Filed2026-08-05

CASY

CASEYS GEN STORES INC

-16.62%

Shares7.5K

Event2026-06-30

Filed2026-08-05

MKL

MARKEL GROUP INC

5.70%

Shares3.0K

Event2026-06-30

Filed2026-08-05

PAVE

GLOBAL X FDS

-2.20%

Shares99.8K

Event2026-06-30

Filed2026-08-05

PHM

PULTE GROUP INC

-1.80%

Shares42.3K

Event2026-06-30

Filed2026-08-05

ADOBE INC

-7.96%

Shares28.0K

Event2026-06-30

Filed2026-08-05

ICE

INTERCONTINENTAL EXCHANGE IN

-4.35%

Shares46.2K

Event2026-06-30

Filed2026-08-05

ISRG

INTUITIVE SURGICAL INC

-1.84%

Shares14.3K

Event2026-06-30

Filed2026-08-05

VDE

VANGUARD WORLD FD

-28.07%

Shares37.0K

Event2026-06-30

Filed2026-08-05

SPHQ

INVESCO EXCHANGE TRADED FD T

-0.21%

Shares60.3K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

-23.75%

Shares7.3K

Event2026-06-30

Filed2026-08-05

WRB

BERKLEY W R CORP

-0.86%

Shares71.0K

Event2026-06-30

Filed2026-08-05

TMO

THERMO FISHER SCIENTIFIC INC

2.17%

Shares9.8K

Event2026-06-30

Filed2026-08-05

SOUTHERN CO

1.59%

Shares51.5K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

3.45%

Shares17.3K

Event2026-06-30

Filed2026-08-05

XLV

SELECT SECTOR SPDR TR

2.69%

Shares30.5K

Event2026-06-30

Filed2026-08-05

DHR

DANAHER CORP DEL

-4.24%

Shares24.9K

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO

-0.96%

Shares33.1K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC

8.73%

Shares63.6K

Event2026-06-30

Filed2026-08-05

CBRE

CBRE GROUP INC

-47.77%

Shares34.0K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

-0.28%

Shares19.9K

Event2026-06-30

Filed2026-08-05

EDWARDS LIFESCIENCES CORP

3.52%

Shares47.6K

Event2026-06-30

Filed2026-08-05

SELECT SECTOR SPDR TR

4.46%

Shares93.9K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES TR

-32.29%

Shares13.8K

Event2026-06-30

Filed2026-08-05

CTAS

CINTAS CORP

-1.12%

Shares23.8K

Event2026-06-30

Filed2026-08-05

MAS

MASCO CORP

-0.45%

Shares49.6K

Event2026-06-30

Filed2026-08-05

JBHT

HUNT J B TRANS SVCS INC

New

Shares13.9K

Event2026-06-30

Filed2026-08-05

EWP

ISHARES INC

-5.56%

Shares67.0K

Event2026-06-30

Filed2026-08-05

UMH

UMH PPTYS INC

-1.26%

Shares258.4K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

-0.60%

Shares19.9K

Event2026-06-30

Filed2026-08-05

MGC

VANGUARD WORLD FD

-39.85%

Shares13.8K

Event2026-06-30

Filed2026-08-05

AZO

AUTOZONE INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

RPV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares33.1K

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW

-0.42%

Shares29.7K

Event2026-06-30

Filed2026-08-05

EWI

ISHARES INC

-5.43%

Shares63.1K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

-0.09%

Shares8.8K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

-0.42%

Shares24.9K

Event2026-06-30

Filed2026-08-05

SCHW

SCHWAB CHARLES CORP

-10.23%

Shares39.5K

Event2026-06-30

Filed2026-08-05

MCK

MCKESSON CORP

1.82%

Shares4.8K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC

-3.68%

Shares21.4K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

-3.34%

Shares7.0K

Event2026-06-30

Filed2026-08-05

COR

CENCORA INC

-2.25%

Shares12.3K

Event2026-06-30

Filed2026-08-05

CMI

CUMMINS INC

-0.82%

Shares4.8K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

3.47%

Shares48.2K

Event2026-06-30

Filed2026-08-05

MINT

PIMCO ETF TR

2.30%

Shares34.1K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC

-14.26%

Shares15.5K

Event2026-06-30

Filed2026-08-05

FREEPORT MCMORAN INC

-0.84%

Shares54.1K

Event2026-06-30

Filed2026-08-05

BOEING CO

-9.67%

Shares15.5K

Event2026-06-30

Filed2026-08-05

TFC

TRUIST FINL CORP

2.85%

Shares67.0K

Event2026-06-30

Filed2026-08-05

GVI

ISHARES TR

6.92%

Shares31.0K

Event2026-06-30

Filed2026-08-05

ODFL

OLD DOMINION FREIGHT LINE IN

-14.28%

Shares15.0K

Event2026-06-30

Filed2026-08-05

NDAQ

NASDAQ INC

-2.17%

Shares41.0K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-20.58%

Shares33.5K

Event2026-06-30

Filed2026-08-05

CDW

CDW CORP

44.76%

Shares22.6K

Event2026-06-30

Filed2026-08-05

TGT

TARGET CORP

557.78%

Shares24.3K

Event2026-06-30

Filed2026-08-05

DEERE & CO

-3.97%

Shares5.0K

Event2026-06-30

Filed2026-08-05

RSG

REPUBLIC SVCS INC

-1.33%

Shares14.9K

Event2026-06-30

Filed2026-08-05

SERVICENOW INC

11.76%

Shares31.6K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

0.00%

Shares11.5K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

3.50%

Shares8.4K

Event2026-06-30

Filed2026-08-05

OEF

ISHARES TR

-16.92%

Shares8.5K

Event2026-06-30

Filed2026-08-05

BKNG

BOOKING HOLDINGS INC

2350.70%

Shares17.4K

Event2026-06-30

Filed2026-08-05

GGG

GRACO INC

23.70%

Shares39.3K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC

4.29%

Shares7.0K

Event2026-06-30

Filed2026-08-05

TRANE TECHNOLOGIES PLC

-2.35%

Shares5.9K

Event2026-06-30

Filed2026-08-05

SDY

SPDR SERIES TRUST

0.00%

Shares18.8K

Event2026-06-30

Filed2026-08-05

NVR

NVR INC

-2.56%

Shares419

Event2026-06-30

Filed2026-08-05

XCNY

SPDR INDEX SHS FDS

8.54%

Shares82.9K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

-13.15%

Shares4.9K

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHN CORP

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-05

BAC-PL

BANK OF AMER CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

SMLF

ISHARES TR

0.00%

Shares29.5K

Event2026-06-30

Filed2026-08-05

SOXX

ISHARES TR

-5.82%

Shares3.9K

Event2026-06-30

Filed2026-08-05

SAIA

SAIA INC

34.56%

Shares5.8K

Event2026-06-30

Filed2026-08-05

ABCB

AMERIS BANCORP

0.00%

Shares26.7K

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRS INC

-19.10%

Shares8.1K

Event2026-06-30

Filed2026-08-05

EMXC

ISHARES INC

-53.51%

Shares23.5K

Event2026-06-30

Filed2026-08-05

MPC

MARATHON PETE CORP

-0.27%

Shares9.3K

Event2026-06-30

Filed2026-08-05

KRE

SPDR SERIES TRUST

0.00%

Shares31.6K

Event2026-06-30

Filed2026-08-05

ITW

ILLINOIS TOOL WKS INC

6.25%

Shares8.5K

Event2026-06-30

Filed2026-08-05

ROP

ROPER TECHNOLOGIES INC

28.99%

Shares6.8K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

-2.33%

Shares12.6K

Event2026-06-30

Filed2026-08-05

VNQ

VANGUARD INDEX FDS

0.03%

Shares23.7K

Event2026-06-30

Filed2026-08-05

XLF

SELECT SECTOR SPDR TR

-4.49%

Shares42.0K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

0.00%

Shares26.6K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB CO

-3.97%

Shares37.8K

Event2026-06-30

Filed2026-08-05

ROKU

ROKU INC

New

Shares15.1K

Event2026-06-30

Filed2026-08-05

IUSV

ISHARES TR

-12.64%

Shares18.7K

Event2026-06-30

Filed2026-08-05

FISERV INC

-4.29%

Shares40.2K

Event2026-06-30

Filed2026-08-05

INTU

INTUIT

-38.24%

Shares7.5K

Event2026-06-30

Filed2026-08-05

ORLY

OREILLY AUTOMOTIVE INC

-2.61%

Shares21.3K

Event2026-06-30

Filed2026-08-05

SHOP

SHOPIFY INC

-0.43%

Shares17.0K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

-5.02%

Shares5.6K

Event2026-06-30

Filed2026-08-05

ZOOM COMMUNICATIONS INC

New

Shares22.1K

Event2026-06-30

Filed2026-08-05

STT

STATE STR CORP

0.20%

Shares11.2K

Event2026-06-30

Filed2026-08-05

FIDU

FIDELITY COVINGTON TRUST

35.15%

Shares18.8K

Event2026-06-30

Filed2026-08-05

HONEYWELL AEROSPACE INC

New

Shares8.4K

Event2026-06-30

Filed2026-08-05

WTW

WILLIS TOWERS WATSON PLC LTD

-7.13%

Shares7.1K

Event2026-06-30

Filed2026-08-05

COF

CAPITAL ONE FINL CORP

-22.84%

Shares9.2K

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP

-47.49%

Shares10.4K

Event2026-06-30

Filed2026-08-05

SOUTHSTATE BK CORP

0.00%

Shares18.3K

Event2026-06-30

Filed2026-08-05

HONEYWELL INTL INC

New

Shares8.1K

Event2026-06-30

Filed2026-08-05

DFAT

DIMENSIONAL ETF TRUST

0.18%

Shares25.4K

Event2026-06-30

Filed2026-08-05

ULTA BEAUTY INC

-64.93%

Shares3.9K

Event2026-06-30

Filed2026-08-05

AGILENT TECHNOLOGIES INC

911.54%

Shares13.2K

Event2026-06-30

Filed2026-08-05

SHEL

SHELL PLC

-2.60%

Shares22.6K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

-0.05%

Shares32.9K

Event2026-06-30

Filed2026-08-05

FNDF

SCHWAB STRATEGIC TR

-0.14%

Shares32.9K

Event2026-06-30

Filed2026-08-05

VFH

VANGUARD WORLD FD

0.00%

Shares12.9K

Event2026-06-30

Filed2026-08-05

MLM

MARTIN MARIETTA MATLS INC

-4.17%

Shares2.9K

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

-2.25%

Shares20.4K

Event2026-06-30

Filed2026-08-05

DAN

DANA INC

-34.64%

Shares62.0K

Event2026-06-30

Filed2026-08-05

NXP SEMICONDUCTORS N V

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-05

AFL

AFLAC INC

0.00%

Shares14.1K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

-25.44%

Shares1.7K

Event2026-06-30

Filed2026-08-05

WFC-PL

WELLS FARGO & CO

-3.44%

Shares1.4K

Event2026-06-30

Filed2026-08-05

CHUBB LIMITED

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-05

STIP

ISHARES TR

0.87%

Shares15.7K

Event2026-06-30

Filed2026-08-05

BSV

VANGUARD BD INDEX FDS

2.54%

Shares20.4K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC

-13.29%

Shares6.2K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR

1.58%

Shares14.4K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

-26.77%

Shares8.5K

Event2026-06-30

Filed2026-08-05

CRANE COMPANY

0.01%

Shares7.0K

Event2026-06-30

Filed2026-08-05

DECK

DECKERS OUTDOOR CORP

-0.05%

Shares15.2K

Event2026-06-30

Filed2026-08-05

SUB

ISHARES TR

47.54%

Shares14.1K

Event2026-06-30

Filed2026-08-05

IEX

IDEX CORP

0.17%

Shares6.6K

Event2026-06-30

Filed2026-08-05

HLT

HILTON WORLDWIDE HLDGS INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-05

ACCENTURE PLC IRELAND

0.51%

Shares11.6K

Event2026-06-30

Filed2026-08-05

PPG

PPG INDS INC

-2.20%

Shares11.5K

Event2026-06-30

Filed2026-08-05

MDLZ

MONDELEZ INTL INC

-9.95%

Shares24.0K

Event2026-06-30

Filed2026-08-05

SNPS

SYNOPSYS INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

0.00%

Shares13.6K

Event2026-06-30

Filed2026-08-05

COLGATE PALMOLIVE CO

0.00%

Shares15.1K

Event2026-06-30

Filed2026-08-05

USB

US BANCORP

1.34%

Shares22.6K

Event2026-06-30

Filed2026-08-05

S&P GLOBAL INC

-2.89%

Shares3.4K

Event2026-06-30

Filed2026-08-05

IVOG

VANGUARD ADMIRAL FDS INC

-7.65%

Shares9.3K

Event2026-06-30

Filed2026-08-05

FANG

DIAMONDBACK ENERGY INC

-1.01%

Shares7.7K

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares30.2K

Event2026-06-30

Filed2026-08-05

WEYERHAEUSER CO

-54.65%

Shares55.3K

Event2026-06-30

Filed2026-08-05

DEO

DIAGEO PLC

-3.47%

Shares16.1K

Event2026-06-30

Filed2026-08-05

IYW

ISHARES TR

-9.84%

Shares5.1K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

0.00%

Shares9.3K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO

-3.09%

Shares13.1K

Event2026-06-30

Filed2026-08-05

NOC

NORTHROP GRUMMAN CORP

-0.12%

Shares2.5K

Event2026-06-30

Filed2026-08-05

XME

SPDR SERIES TRUST

0.00%

Shares11.8K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

-0.03%

Shares3.0K

Event2026-06-30

Filed2026-08-05

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares11.5K

Event2026-06-30

Filed2026-08-05

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-05

NVS

NOVARTIS AG

-0.18%

Shares7.8K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC

-0.18%

Shares50.2K

Event2026-06-30

Filed2026-08-05

CDNS

CADENCE DESIGN SYSTEM INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-05

ESBA

EMPIRE ST RLTY OP L P

New

Shares215.1K

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS INC

-8.70%

Shares28.2K

Event2026-06-30

Filed2026-08-05

LKQ

LKQ CORP

-1.62%

Shares44.9K

Event2026-06-30

Filed2026-08-05

CVS

CVS HEALTH CORP

0.69%

Shares11.4K

Event2026-06-30

Filed2026-08-05

XLI

SELECT SECTOR SPDR TR

-7.34%

Shares6.4K

Event2026-06-30

Filed2026-08-05

LHX

L3HARRIS TECHNOLOGIES INC

-1.83%

Shares4.0K

Event2026-06-30

Filed2026-08-05

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-05

ITB

ISHARES TR

-83.60%

Shares11.0K

Event2026-06-30

Filed2026-08-05

MTD

METTLER TOLEDO INTERNATIONAL

0.00%

Shares900

Event2026-06-30

Filed2026-08-05

AIG

AMERICAN INTL GROUP INC

-1.87%

Shares15.4K

Event2026-06-30

Filed2026-08-05

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

9.41%

Shares942

Event2026-06-30

Filed2026-08-05

IBTG

ISHARES TR

-29.09%

Shares48.3K

Event2026-06-30

Filed2026-08-05

BSCR

INVESCO EXCH TRD SLF IDX FD

-12.45%

Shares56.3K

Event2026-06-30

Filed2026-08-05

NFG

NATIONAL FUEL GAS CO

0.00%

Shares14.2K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

13.83%

Shares2.9K

Event2026-06-30

Filed2026-08-05

LOEWS CORP

0.00%

Shares9.6K

Event2026-06-30

Filed2026-08-05

3M CO

-0.06%

Shares6.6K

Event2026-06-30

Filed2026-08-05

NKE

NIKE INC

-16.50%

Shares25.8K

Event2026-06-30

Filed2026-08-05

BEPC

BROOKFIELD RENEWABLE CORP

-1.20%

Shares28.7K

Event2026-06-30

Filed2026-08-05

UPS

UNITED PARCEL SVCS INC

0.00%

Shares9.9K

Event2026-06-30

Filed2026-08-05

SITEONE LANDSCAPE SUPPLY INC

0.00%

Shares9.0K

Event2026-06-30

Filed2026-08-05

ROK

ROCKWELL AUTOMATION INC

8.09%

Shares2.0K

Event2026-06-30

Filed2026-08-05

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares13.6K

Event2026-06-30

Filed2026-08-05

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares12.1K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

-6.79%

Shares2.7K

Event2026-06-30

Filed2026-08-05

WEC

WEC ENERGY GROUP INC

0.00%

Shares8.4K

Event2026-06-30

Filed2026-08-05

BDX

BECTON DICKINSON & CO

4.96%

Shares6.5K

Event2026-06-30

Filed2026-08-05

FTV

FORTIVE CORP

1.86%

Shares15.9K

Event2026-06-30

Filed2026-08-05

MELI

MERCADOLIBRE INC

-10.20%

Shares572

Event2026-06-30

Filed2026-08-05

RALPH LAUREN CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

CHRW

C H ROBINSON WORLDWIDE IN

-0.12%

Shares5.0K

Event2026-06-30

Filed2026-08-05

BSCQ

INVESCO EXCH TRD SLF IDX FD

-17.43%

Shares48.6K

Event2026-06-30

Filed2026-08-05

MET

METLIFE INC

0.00%

Shares10.7K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

-21.85%

Shares8.7K

Event2026-06-30

Filed2026-08-05

MFC

MANULIFE FINL CORP

0.00%

Shares22.3K

Event2026-06-30

Filed2026-08-05

HUBB

HUBBELL INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-05

FNDX

SCHWAB STRATEGIC TR

5.50%

Shares27.8K

Event2026-06-30

Filed2026-08-05

WST

WEST PHARMACEUTICAL SVSC INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

0.83%

Shares13.9K

Event2026-06-30

Filed2026-08-05

OLED

UNIVERSAL DISPLAY CORP

-18.15%

Shares9.5K

Event2026-06-30

Filed2026-08-05

SYY

SYSCO CORP

9.86%

Shares9.6K

Event2026-06-30

Filed2026-08-05

VCRB

VANGUARD MALVERN FDS

71.46%

Shares10.3K

Event2026-06-30

Filed2026-08-05

NOBL

PROSHARES TR

139.77%

Shares14.0K

Event2026-06-30

Filed2026-08-05

YUM

YUM BRANDS INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-05

TDG

TRANSDIGM GROUP INC

0.00%

Shares581

Event2026-06-30

Filed2026-08-05

ARCH CAP GROUP LTD

0.00%

Shares7.7K

Event2026-06-30

Filed2026-08-05

TXT

TEXTRON INC

0.00%

Shares8.1K

Event2026-06-30

Filed2026-08-05

IWY

ISHARES TR

-0.47%

Shares2.5K

Event2026-06-30

Filed2026-08-05

KLAC

KLA CORP

902.06%

Shares2.4K

Event2026-06-30

Filed2026-08-05

SHW

SHERWIN WILLIAMS CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

REGIONS FINANCIAL CORP NEW

0.00%

Shares22.4K

Event2026-06-30

Filed2026-08-05

IYH

ISHARES TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-05

IDEXX LABS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-05

OMC

OMNICOM GROUP INC

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-05

DOV

DOVER CORP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-05

GPN

GLOBAL PMTS INC

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-05

HWM

HOWMET AEROSPACE INC

1687.12%

Shares2.4K

Event2026-06-30

Filed2026-08-05

MTB

M & T BK CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-05

IYF

ISHARES TR

-2.45%

Shares4.9K

Event2026-06-30

Filed2026-08-05

BSCS

INVESCO EXCH TRD SLF IDX FD

-29.28%

Shares30.9K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO

4.17%

Shares1.9K

Event2026-06-30

Filed2026-08-05

TRAVELERS COMPANIES INC

-80.06%

Shares1.9K

Event2026-06-30

Filed2026-08-05

IWO

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

MEDTRONIC PLC

-1.08%

Shares7.7K

Event2026-06-30

Filed2026-08-05

KMB

KIMBERLY-CLARK CORP

3.95%

Shares5.3K

Event2026-06-30

Filed2026-08-05

CSX

CSX CORP

-0.60%

Shares12.4K

Event2026-06-30

Filed2026-08-05

KTOS

KRATOS DEFENSE & SEC SOLUTIO

13.45%

Shares11.7K

Event2026-06-30

Filed2026-08-05

GSY

INVESCO ACTIVELY MANAGED EXC

-0.85%

Shares11.5K

Event2026-06-30

Filed2026-08-05

BLD

TOPBUILD COR

-66.43%

Shares1.6K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

0.71%

Shares7.8K

Event2026-06-30

Filed2026-08-05

VBR

VANGUARD INDEX FDS

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

ECL

ECOLAB INC

11.06%

Shares2.0K

Event2026-06-30

Filed2026-08-05

AIVL

WISDOMTREE TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-05

AT&T INC

3.06%

Shares26.4K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

0.23%

Shares3.9K

Event2026-06-30

Filed2026-08-05

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-05

AVLC

AMERICAN CENTY ETF TR

58.48%

Shares6.0K

Event2026-06-30

Filed2026-08-05

PBA

PEMBINA PIPELINE CORP

0.00%

Shares11.6K

Event2026-06-30

Filed2026-08-05

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

SLB

SLB LIMITED

9.24%

Shares11.2K

Event2026-06-30

Filed2026-08-05

SFBS

SERVISFIRST BANCSHARES INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-05

WMB

WILLIAMS COS INC

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-05

STPZ

PIMCO ETF TR

1.49%

Shares9.5K

Event2026-06-30

Filed2026-08-05

IBB

ISHARES TR

-0.42%

Shares2.6K

Event2026-06-30

Filed2026-08-05

XHB

SPDR SERIES TRUST

-25.58%

Shares4.3K

Event2026-06-30

Filed2026-08-05

DFAE

DIMENSIONAL ETF TRUST

0.62%

Shares12.1K

Event2026-06-30

Filed2026-08-05

EBAY

EBAY INC.

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-05

NVT

NVENT ELEC PLC

50.21%

Shares2.8K

Event2026-06-30

Filed2026-08-05

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-05

SWKS

SKYWORKS SOLUTIONS INC

-5.61%

Shares6.9K

Event2026-06-30

Filed2026-08-05

EMN

EASTMAN CHEM CO

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-05

IQV

IQVIA HLDGS INC

-41.80%

Shares2.4K

Event2026-06-30

Filed2026-08-05

DLTR

DOLLAR TREE INC

-9.17%

Shares3.8K

Event2026-06-30

Filed2026-08-05

PSX

PHILLIPS 66

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC

-8.50%

Shares592

Event2026-06-30

Filed2026-08-05

NUE

NUCOR CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

VLTO

VERALTO CORP

-0.38%

Shares5.0K

Event2026-06-30

Filed2026-08-05

MMC

MARSH & MCLENNAN COS INC

8.16%

Shares2.7K

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

17.99%

Shares2.8K

Event2026-06-30

Filed2026-08-05

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-05

GILD

GILEAD SCIENCES INC

-0.35%

Shares3.5K

Event2026-06-30

Filed2026-08-05

BANK OF NY MELLON CORP

-7.43%

Shares3.0K

Event2026-06-30

Filed2026-08-05

VANECK ETF TRUST

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-05

MUSA

MURPHY USA INC

-4.12%

Shares792

Event2026-06-30

Filed2026-08-05

DOMINION ENERGY INC

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-05

VRTX

VERTEX PHARMACEUTICALS INC

4.28%

Shares852

Event2026-06-30

Filed2026-08-05

ACUITY INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares13.6K

Event2026-06-30

Filed2026-08-05

KMX

CARMAX INC

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-05

PAYX

PAYCHEX INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-05

TEL

TE CONNECTIVITY PLC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-05

BSCT

INVESCO EXCH TRD SLF IDX FD

-33.03%

Shares20.8K

Event2026-06-30

Filed2026-08-05

IRM

IRON MTN INC DEL

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-05

SLRC

SLR INVESTMENT CORP

0.00%

Shares30.7K

Event2026-06-30

Filed2026-08-05

EEM

ISHARES TR

12.51%

Shares5.4K

Event2026-06-30

Filed2026-08-05

EPP

ISHARES INC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-05

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-05

CXT

CRANE NXT CO

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-05

GRPM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-05

PNFP

PINNACLE FINL PARTNERS INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES TR

5.24%

Shares1.6K

Event2026-06-30

Filed2026-08-05

KTB

KONTOOR BRANDS INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-05

IBP

INSTALLED BLDG PRODS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

BLACKSTONE INC

-5.19%

Shares2.9K

Event2026-06-30

Filed2026-08-05

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-05

XEL

XCEL ENERGY INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-05

VEU

VANGUARD INTL EQUITY INDEX F

6.33%

Shares4.0K

Event2026-06-30

Filed2026-08-05

IOO

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

ENB

ENBRIDGE INC

-2.16%

Shares6.0K

Event2026-06-30

Filed2026-08-05

MAA

MID-AMER APT CMNTYS INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

CONSTELLATION BRANDS INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC

-2.32%

Shares2.0K

Event2026-06-30

Filed2026-08-05

AKAMAI TECHNOLOGIES INC

-0.74%

Shares2.7K

Event2026-06-30

Filed2026-08-05

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-05

DFEV

DIMENSIONAL ETF TRUST

2.54%

Shares7.3K

Event2026-06-30

Filed2026-08-05

CURTISS WRIGHT CORP

-0.25%

Shares406

Event2026-06-30

Filed2026-08-05

FNF

FIDELITY NATL FINL INC

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-05

ZOETIS INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-05

CMCSA

COMCAST CORP NEW

11.00%

Shares12.1K

Event2026-06-30

Filed2026-08-05

SOLS

SOLSTICE ADVANCED MATLS INC

4.44%

Shares3.3K

Event2026-06-30

Filed2026-08-05

AWK

AMERICAN WTR WKS CO INC NEW

0.63%

Shares2.2K

Event2026-06-30

Filed2026-08-05

TXRH

TEXAS ROADHOUSE INC

-0.26%

Shares1.5K

Event2026-06-30

Filed2026-08-05

TDY

TELEDYNE TECHNOLOGIES INC

0.00%

Shares434

Event2026-06-30

Filed2026-08-05

PFF

ISHARES TR

-2.61%

Shares9.3K

Event2026-06-30

Filed2026-08-05

WAT

WATERS CORP

0.00%

Shares745

Event2026-06-30

Filed2026-08-05

IYE

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-05

ADSK

AUTODESK INC

-33.47%

Shares1.4K

Event2026-06-30

Filed2026-08-05

AVXC

AMERICAN CENTY ETF TR

-2.27%

Shares3.2K

Event2026-06-30

Filed2026-08-05

EHC

ENCOMPASS HEALTH CORP

0.04%

Shares2.7K

Event2026-06-30

Filed2026-08-05

HEI

HEICO CORP NEW

0.00%

Shares774

Event2026-06-30

Filed2026-08-05

COP

CONOCOPHILLIPS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-05

SDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-05

IEI

ISHARES TR

-16.18%

Shares2.2K

Event2026-06-30

Filed2026-08-05

VCR

VANGUARD WORLD FD

-69.89%

Shares654

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

26.30%

Shares1.2K

Event2026-06-30

Filed2026-08-05

MUB

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

STE

STERIS PLC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

HHH

HOWARD HUGHES HOLDINGS INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-05

SPTM

SPDR SERIES TRUST

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-05

CONSOLIDATED EDISON INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-05

GWW

WW GRAINGER INC

0.00%

Shares178

Event2026-06-30

Filed2026-08-05

DAL

DELTA AIR LINES INC

0.47%

Shares2.6K

Event2026-06-30

Filed2026-08-05

BROOKFIELD CORP

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-05

VPU

VANGUARD WORLD FD

-26.47%

Shares1.2K

Event2026-06-30

Filed2026-08-05

KROGER CO

-3.07%

Shares4.2K

Event2026-06-30

Filed2026-08-05

GBTC

GRAYSCALE BITCOIN TRUST ETF

-20.24%

Shares5.1K

Event2026-06-30

Filed2026-08-05

SMH

VANECK ETF TRUST

-23.25%

Shares350

Event2026-06-30

Filed2026-08-05

HSY

HERSHEY CO

2.59%

Shares1.3K

Event2026-06-30

Filed2026-08-05

SCHB

SCHWAB STRATEGIC TR

61.70%

Shares7.9K

Event2026-06-30

Filed2026-08-05

VLO

VALERO ENERGY CORP

0.00%

Shares876

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

10.70%

Shares1.7K

Event2026-06-30

Filed2026-08-05

VRSN

VERISIGN INC

0.00%

Shares900

Event2026-06-30

Filed2026-08-05

VOE

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

SRE

SEMPRA

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

SCCO

SOUTHERN COPPER CORP

-42.69%

Shares1.3K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

0.00%

Shares424

Event2026-06-30

Filed2026-08-05

DVY

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

MUNI

PIMCO ETF TR

-67.18%

Shares4.1K

Event2026-06-30

Filed2026-08-05

ONC

BEONE MEDICINES LTD

0.00%

Shares750

Event2026-06-30

Filed2026-08-05

DOCU

DOCUSIGN INC

4.37%

Shares4.8K

Event2026-06-30

Filed2026-08-05

AMERIPRISE FINL INC

0.00%

Shares462

Event2026-06-30

Filed2026-08-05

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares848

Event2026-06-30

Filed2026-08-05

DON

WISDOMTREE TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-05

QXO

QXO INC

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-05

IWP

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

RIVIAN AUTOMOTIVE INC

0.00%

Shares11.7K

Event2026-06-30

Filed2026-08-05

INGERSOLL RAND INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-05

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares950

Event2026-06-30

Filed2026-08-05

FIRSTENERGY CORP

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-05

CCJ

CAMECO CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

VKTX

VIKING THERAPEUTICS INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-05

KVUE

KENVUE INC

0.00%

Shares10.2K

Event2026-06-30

Filed2026-08-05

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-05

DRI

DARDEN RESTAURANTS INC

0.00%

Shares936

Event2026-06-30

Filed2026-08-05

ALLEGION PLC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-05

BARRICK MNG CORP

9.07%

Shares5.1K

Event2026-06-30

Filed2026-08-05

IJS

ISHARES TR

-3.53%

Shares1.4K

Event2026-06-30

Filed2026-08-05

EOG

EOG RES INC

-0.14%

Shares1.4K

Event2026-06-30

Filed2026-08-05

EPD

ENTERPRISE PRODS PARTNERS L

0.10%

Shares5.0K

Event2026-06-30

Filed2026-08-05

BATRK

ATLANTA BRAVES HLDGS INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-05

LUV

SOUTHWEST AIRLS CO

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-05

ETR

ENTERGY CORP NEW

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

IYM

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

THE CIGNA GROUP

-0.76%

Shares649

Event2026-06-30

Filed2026-08-05

BND

VANGUARD BD INDEX FDS

21.10%

Shares2.4K

Event2026-06-30

Filed2026-08-05

EQT

EQT CORP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-05

OKTA

OKTA INC

-16.59%

Shares1.3K

Event2026-06-30

Filed2026-08-05

AMT

AMERICAN TOWER CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

EOSE

EOS ENERGY ENTERPRISES INC

9.09%

Shares30.0K

Event2026-06-30

Filed2026-08-05

BTC

GRAYSCALE BITCOIN MINI TR ET

-10.14%

Shares6.8K

Event2026-06-30

Filed2026-08-05

SNX

TD SYNNEX CORPORATION

-68.62%

Shares636

Event2026-06-30

Filed2026-08-05

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-05

NNN

NNN REIT INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-05

WHR

WHIRLPOOL CORP

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

MPWR

MONOLITHIC PWR SYS INC

-8.46%

Shares119

Event2026-06-30

Filed2026-08-05

IYK

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

NEM

NEWMONT CORP

-0.57%

Shares1.7K

Event2026-06-30

Filed2026-08-05

RAL

RALLIANT CORP

-0.90%

Shares2.2K

Event2026-06-30

Filed2026-08-05

REALTY INCOME CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-05

EXC

EXELON CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-05

FDX

FEDEX CORP

0.00%

Shares504

Event2026-06-30

Filed2026-08-05

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares702

Event2026-06-30

Filed2026-08-05

BSCW

INVESCO EXCH TRD SLF IDX FD

-5.30%

Shares7.6K

Event2026-06-30

Filed2026-08-05

PGR

PROGRESSIVE CORP

74.25%

Shares697

Event2026-06-30

Filed2026-08-05

QLYS

QUALYS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

FHLC

FIDELITY COVINGTON TRUST

-57.43%

Shares1.9K

Event2026-06-30

Filed2026-08-05

INDA

ISHARES TR

-2.61%

Shares3.0K

Event2026-06-30

Filed2026-08-05

TPZ

TORTOISE CAPITAL SERIES TRUS

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-05

MCI

BARINGS CORPORATE INVS

0.00%

Shares8.2K

Event2026-06-30

Filed2026-08-05

ALL

ALLSTATE CORP

0.00%

Shares600

Event2026-06-30

Filed2026-08-05

MPV

BARINGS PARTN INVS

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-05

PRU

PRUDENTIAL FINL INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-05

EGP

EASTGROUP PPTYS INC

0.00%

Shares690

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

490.95%

Shares1.2K

Event2026-06-30

Filed2026-08-05

UNILEVER PLC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

ROST

ROSS STORES INC

226.13%

Shares649

Event2026-06-30

Filed2026-08-05

KKR

KKR & CO INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

IJK

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

FTNT

FORTINET INC

0.00%

Shares876

Event2026-06-30

Filed2026-08-05

XLP

SELECT SECTOR SPDR TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

LNG

CHENIERE ENERGY INC

56.02%

Shares557

Event2026-06-30

Filed2026-08-05

RPG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-05

XLC

SELECT SECTOR SPDR TR

-76.91%

Shares1.2K

Event2026-06-30

Filed2026-08-05

VGLT

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD MUN BD FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-05

RSPT

INVESCO EXCHANGE TRADED FD T

New

Shares2.0K

Event2026-06-30

Filed2026-08-05

QUANTA SVCS INC

-0.56%

Shares179

Event2026-06-30

Filed2026-08-05

IBTH

ISHARES TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-05

NGG

NATIONAL GRID PLC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

ATR

APTARGROUP INC

0.20%

Shares981

Event2026-06-30

Filed2026-08-05

XTN

SPDR SERIES TRUST

17600.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

CBAN

COLONY BANKCORP INC

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-05

KGS

KODIAK GAS SVCS INC

-23.10%

Shares1.6K

Event2026-06-30

Filed2026-08-05

GSK PLC

-0.45%

Shares2.2K

Event2026-06-30

Filed2026-08-05

SOLV

SOLVENTUM CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

BHP

BHP BILLITON LIMITED

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

BSX

BOSTON SCIENTIFIC CORP

-18.29%

Shares2.7K

Event2026-06-30

Filed2026-08-05

PICK

ISHARES INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

IYC

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

IEV

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

IYT

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

BINC

BLACKROCK ETF TRUST II

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-05

FITB

FIFTH THIRD BANCORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

IHI

ISHARES TR

-42.39%

Shares2.1K

Event2026-06-30

Filed2026-08-05

TWLO

TWILIO INC

0.00%

Shares507

Event2026-06-30

Filed2026-08-05

MDGL

MADRIGAL PHARMACEUTICALS INC

0.00%

Shares194

Event2026-06-30

Filed2026-08-05

FSLR

FIRST SOLAR INC

0.00%

Shares440

Event2026-06-30

Filed2026-08-05

Call Option Holdings

NETFLIX INC. Call CallNETFLIX INC.10.4K shares0.00%2026-06-302026-08-05

MSFT Call CallMICROSOFT CORP1.9K sharesnew addition2026-06-302026-08-05

NETFLIX INC. Call

NETFLIX INC.

0.00%

Shares10.4K

Event2026-06-30

Filed2026-08-05

MSFT Call

MICROSOFT CORP

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

Put Option Holdings

No put option holdings data available