Sponsored

The Analysis of Monument Capital Management's Holdings & P&L

Currently, Monument Capital Management holds 217 types of securities in its portfolio with a total value $399.1M. In the most recent quarter, they have increased their positions in IWS (+45.9K shares, valued at $6.7M), IEZ (+196.9K shares, valued at $5.7M), IGE (+79.8K shares, valued at $5.0M); decreased their positions in VYM (-6.0K shares, valued at $888.3K), CAT (-612 shares, valued at $433.6K), UI (-467 shares, valued at $369.0K); initiated new positions in IWS (+45.9K shares, valued at $6.7M), IEZ (+196.9K shares, valued at $5.7M), IGE (+79.8K shares, valued at $5.0M).

1M P&L

-22.1M-5.26%

3M P&L

-7.8M-1.92%

HY P&L

+32.8M+9.00%

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/A121.0M

33.4%

2Engineering & Construction23.0M

6.4%

3Drug Manufacturers - General13.9M

3.8%

Top Industries by Stock Count

1N/A36 stocks

18.6%

2Drug Manufacturers - General7 stocks

3.6%

3Asset Management7 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP30.5K shares-1.54%2026-03-312026-04-16

CAT CATERPILLAR INC13.8K shares-4.24%2026-03-312026-04-16

AAPL APPLE INC33.3K shares-1.00%2026-03-312026-04-16

ITOT ISHARES TR59.0K shares-1.02%2026-03-312026-04-16

FIX COMFORT SYS USA INC6.0K shares-4.16%2026-03-312026-04-16

EME EMCOR GROUP INC10.9K shares-3.39%2026-03-312026-04-16

IWF ISHARES TR17.3K shares0.38%2026-03-312026-04-16

IWB ISHARES TR19.8K shares0.02%2026-03-312026-04-16

Sponsored

IWS ISHARES TR45.9K sharesnew addition2026-03-312026-04-16

WMT WALMART INC52.4K shares-1.39%2026-03-312026-04-16

ALPHABET INC ALPHABET INC21.6K shares16.80%2026-03-312026-04-16

UI UBIQUITI INC7.4K shares-5.92%2026-03-312026-04-16

IEZ ISHARES TR196.9K sharesnew addition2026-03-312026-04-16

CASY CASEYS GEN STORES INC7.7K shares-1.58%2026-03-312026-04-16

FXR FIRST TR EXCHANGE-TRADED FD63.9K shares-0.05%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR9.0K shares-0.23%2026-03-312026-04-16

Sponsored

XLC SELECT SECTOR SPDR TR46.0K shares0.35%2026-03-312026-04-16

IGE ISHARES TR79.8K sharesnew addition2026-03-312026-04-16

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC51.0K shares0.67%2026-03-312026-04-16

EMB ISHARES TR52.6K shares-4.54%2026-03-312026-04-16

VCIT VANGUARD SCOTTSDALE FDS58.8K shares-4.26%2026-03-312026-04-16

MCK MCKESSON CORP5.6K shares-0.50%2026-03-312026-04-16

RL RALPH LAUREN CORP14.0K shares-2.92%2026-03-312026-04-16

ITA ISHARES TR21.7K sharesnew addition2026-03-312026-04-16

Sponsored

IEI ISHARES TR39.0K shares-4.54%2026-03-312026-04-16

MBB ISHARES TR47.8K shares-4.80%2026-03-312026-04-16

APH AMPHENOL CORP35.8K shares-1.90%2026-03-312026-04-16

EWP ISHARES INC82.4K shares-1.31%2026-03-312026-04-16

TLT ISHARES TR51.5K sharesnew addition2026-03-312026-04-16

EWO ISHARES INC122.3K shares-1.24%2026-03-312026-04-16

EIS ISHARES INC36.1K shares-1.07%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON17.1K shares8.84%2026-03-312026-04-16

Sponsored

VEA VANGUARD TAX-MANAGED FDS64.3K shares-1.97%2026-03-312026-04-16

CAH CARDINAL HEALTH INC19.4K shares-1.19%2026-03-312026-04-16

TPR TAPESTRY INC28.4K shares-1.96%2026-03-312026-04-16

EWI ISHARES INC74.7K shares-0.24%2026-03-312026-04-16

GILD GILEAD SCIENCES INC27.9K shares102.60%2026-03-312026-04-16

AMAT APPLIED MATLS INC11.3K shares-0.63%2026-03-312026-04-16

EWC ISHARES INC70.3K sharesnew addition2026-03-312026-04-16

MTZ MASTEC INC11.4K sharesnew addition2026-03-312026-04-16

Sponsored

JBL JABIL INC13.7K shares0.09%2026-03-312026-04-16

MTG MGIC INVT CORP WIS137.3K shares-1.05%2026-03-312026-04-16

EXEL EXELIXIS INC82.9K shares-0.92%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP16.5K shares0.89%2026-03-312026-04-16

DELL DELL TECHNOLOGIES INC21.0K shares709.72%2026-03-312026-04-16

NVDA NVIDIA CORPORATION19.7K shares2.36%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO11.5K shares-7.48%2026-03-312026-04-16

TT TRANE TECHNOLOGIES PLC8.0K shares0.50%2026-03-312026-04-16

Sponsored

HIG HARTFORD INSURANCE GROUP INC23.7K shares-1.29%2026-03-312026-04-16

PGR PROGRESSIVE CORP16.2K shares14.49%2026-03-312026-04-16

PWR QUANTA SVCS INC5.5K shares-2.62%2026-03-312026-04-16

FCFS FIRSTCASH HOLDINGS INC15.4K sharesnew addition2026-03-312026-04-16

ALSN ALLISON TRANSMISSION HLDGS I24.4K sharesnew addition2026-03-312026-04-16

VLO VALERO ENERGY CORP11.4K shares496.33%2026-03-312026-04-16

CCEP COCA-COLA EUROPACIFIC PARTNE30.5K shares-0.01%2026-03-312026-04-16

OSK OSHKOSH CORP18.5K sharesnew addition2026-03-312026-04-16

Sponsored

INCY INCYTE CORP28.6K shares0.78%2026-03-312026-04-16

JHG JANUS HENDERSON GROUP PLC52.1K sharesnew addition2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC22.0K shares17.47%2026-03-312026-04-16

CRS CARPENTER TECHNOLOGY CORP6.6K sharesnew addition2026-03-312026-04-16

VTI VANGUARD INDEX FDS8.0K shares0.47%2026-03-312026-04-16

BROADCOM INC BROADCOM INC8.2K shares-3.44%2026-03-312026-04-16

FLS FLOWSERVE CORP34.1K shares36.81%2026-03-312026-04-16

PG PROCTER & GAMBLE CO17.0K shares-0.95%2026-03-312026-04-16

Sponsored

CHRW C H ROBINSON WORLDWIDE IN14.6K shares2.52%2026-03-312026-04-16

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC10.2K sharesnew addition2026-03-312026-04-16

XOM EXXON MOBIL CORP14.0K shares0.30%2026-03-312026-04-16

DDS DILLARDS INC4.0K shares-3.72%2026-03-312026-04-16

LLY ELI LILLY & CO2.4K shares-0.41%2026-03-312026-04-16

AMZN AMAZON COM INC10.6K shares-1.99%2026-03-312026-04-16

HCA HCA HEALTHCARE INC4.6K shares830.02%2026-03-312026-04-16

FDX FEDEX CORP6.0K sharesnew addition2026-03-312026-04-16

Sponsored

VYM VANGUARD WHITEHALL FDS14.5K shares-29.30%2026-03-312026-04-16

EVR EVERCORE INC7.2K shares0.80%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.4K shares-0.05%2026-03-312026-04-16

EWZ ISHARES INC47.7K sharesnew addition2026-03-312026-04-16

EPOL ISHARES TR49.5K sharesnew addition2026-03-312026-04-16

GWW WW GRAINGER INC1.5K shares-0.96%2026-03-312026-04-16

V VISA INC5.5K shares-7.91%2026-03-312026-04-16

EWT ISHARES INC21.7K sharesnew addition2026-03-312026-04-16

Sponsored

META META PLATFORMS INC2.6K shares-10.03%2026-03-312026-04-16

RSPT INVESCO EXCHANGE TRADED FD T32.0K shares-0.12%2026-03-312026-04-16

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-16

KO COCA COLA CO18.6K shares-2.31%2026-03-312026-04-16

HD HOME DEPOT INC4.2K shares-4.24%2026-03-312026-04-16

ABBV ABBVIE INC6.2K shares-0.45%2026-03-312026-04-16

AEP AMERICAN ELEC PWR CO INC9.9K shares14.09%2026-03-312026-04-16

ED CONSOLIDATED EDISON INC11.4K shares5.91%2026-03-312026-04-16

Sponsored

CSCO CISCO SYS INC15.2K shares-3.73%2026-03-312026-04-16

CVX CHEVRON CORPORATION5.7K shares1.55%2026-03-312026-04-16

TJX TJX COS INC NEW7.3K shares-1.35%2026-03-312026-04-16

WM WASTE MGMT INC DEL5.0K shares-2.40%2026-03-312026-04-16

ALPHABET INC ALPHABET INC3.8K shares1.39%2026-03-312026-04-16

MUSA MURPHY USA INC2.2K shares-1.30%2026-03-312026-04-16

NFLX NETFLIX INC.11.2K shares-3.26%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC6.5K shares-0.11%2026-03-312026-04-16

Sponsored

SCI SERVICE CORP INTL12.5K shares-1.63%2026-03-312026-04-16

TFC TRUIST FINL CORP22.3K shares0.09%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION964 shares20.35%2026-03-312026-04-16

AMGN AMGEN INC2.7K shares-4.38%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC17.4K shares115.42%2026-03-312026-04-16

MA MASTERCARD INCORPORATED1.7K shares-13.13%2026-03-312026-04-16

ORLY OREILLY AUTOMOTIVE INC9.2K shares-1.09%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T1.3K shares-0.99%2026-03-312026-04-16

Sponsored

PLTR PALANTIR TECHNOLOGIES INC5.6K shares5.41%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE2.9K shares1.99%2026-03-312026-04-16

NVS NOVARTIS AG5.1K shares15.73%2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.9K shares-9.41%2026-03-312026-04-16

WFC WELLS FARGO & CO9.1K shares-0.99%2026-03-312026-04-16

NEE NEXTERA ENERGY INC7.7K shares13.56%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC6.0K shares0.22%2026-03-312026-04-16

VT VANGUARD INTL EQUITY INDEX F4.8K shares7.52%2026-03-312026-04-16

Sponsored

MPC MARATHON PETE CORP2.7K shares0.07%2026-03-312026-04-16

WDC WESTERN DIGITAL CORP2.4K sharesnew addition2026-03-312026-04-16

TOTALENERGIES SE TOTALENERGIES SE7.2K shares-0.68%2026-03-312026-04-16

ARCC ARES CAPITAL CORP35.8K shares-1.01%2026-03-312026-04-16

SNPS SYNOPSYS INC1.6K shares-0.13%2026-03-312026-04-16

HSBC HSBC HLDGS PLC7.6K shares1.08%2026-03-312026-04-16

PHM PULTE GROUP INC5.3K shares-0.43%2026-03-312026-04-16

NUE NUCOR CORP3.7K shares-2.25%2026-03-312026-04-16

Sponsored

NEM NEWMONT CORP5.7K shares102.45%2026-03-312026-04-16

SPG SIMON PPTY GROUP INC NEW3.3K shares-0.57%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP984 shares6.49%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC1.7K shares-13.79%2026-03-312026-04-16

ORCL ORACLE CORP4.0K shares-28.02%2026-03-312026-04-16

ACGL ARCH CAP GROUP LTD6.0K shares0.00%2026-03-312026-04-16

GEV GE VERNOVA INC657 shares0.31%2026-03-312026-04-16

JEPI J P MORGAN EXCHANGE TRADED F9.9K shares-1.84%2026-03-312026-04-16

Sponsored

BMY BRISTOL-MYERS SQUIBB CO9.1K sharesnew addition2026-03-312026-04-16

IUSG ISHARES TR3.6K shares7.25%2026-03-312026-04-16

RLGT RADIANT LOGISTICS INC76.5K shares0.00%2026-03-312026-04-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.4K shares17.82%2026-03-312026-04-16

MCD MCDONALDS CORP1.7K shares-6.79%2026-03-312026-04-16

BKNG BOOKING HOLDINGS INC126 shares-18.71%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC599 shares-0.83%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares1.34%2026-03-312026-04-16

Sponsored

TSLA TESLA INC1.4K shares-6.05%2026-03-312026-04-16

CENCORA INC CENCORA INC1.6K shares0.06%2026-03-312026-04-16

HTGC HERCULES CAPITAL INC30.9K shares-0.28%2026-03-312026-04-16

FTRI FIRST TR EXCHANGE-TRADED FD25.3K shares-3.90%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC1.3K sharesnew addition2026-03-312026-04-16

VTR VENTAS INC5.4K shares-3.41%2026-03-312026-04-16

PIZ INVESCO EXCH TRADED FD TR II8.9K shares0.00%2026-03-312026-04-16

PH PARKER-HANNIFIN CORP487 shares-2.01%2026-03-312026-04-16

Sponsored

DFAC DIMENSIONAL ETF TRUST11.0K shares0.00%2026-03-312026-04-16

MLI MUELLER INDS INC3.8K shares-9.14%2026-03-312026-04-16

RCL ROYAL CARIBBEAN GROUP1.5K shares-1.04%2026-03-312026-04-16

WELL WELLTOWER INC2.1K shares-4.91%2026-03-312026-04-16

T AT&T INC14.2K shares-7.58%2026-03-312026-04-16

ITW ILLINOIS TOOL WKS INC1.6K shares-2.78%2026-03-312026-04-16

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.4K shares-24.46%2026-03-312026-04-16

ASTRAZENECA PLC ASTRAZENECA PLC1.9K sharesnew addition2026-03-312026-04-16

Sponsored

KMI KINDER MORGAN INC DEL11.3K shares9.89%2026-03-312026-04-16

PEP PEPSICO INC2.4K shares-6.74%2026-03-312026-04-16

AFL AFLAC INC3.4K shares-5.37%2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC761 shares0.40%2026-03-312026-04-16

PKG PACKAGING CORP AMER1.8K shares-2.60%2026-03-312026-04-16

IBP INSTALLED BLDG PRODS INC1.4K shares2.79%2026-03-312026-04-16

TRV TRAVELERS COMPANIES INC1.3K shares-4.04%2026-03-312026-04-16

JKHY HENRY JACK & ASSOC INC2.3K shares-2.44%2026-03-312026-04-16

Sponsored

IRM IRON MTN INC DEL3.5K shares0.11%2026-03-312026-04-16

IDCC INTERDIGITAL INC1.2K shares0.17%2026-03-312026-04-16

GBDC GOLUB CAP BDC INC28.0K shares0.00%2026-03-312026-04-16

CBOE CBOE GLOBAL MKTS INC1.2K shares0.00%2026-03-312026-04-16

BXSL BLACKSTONE SECD LENDING FD14.4K shares-31.93%2026-03-312026-04-16

MO ALTRIA GROUP INC5.1K shares-48.70%2026-03-312026-04-16

KLAC KLA CORP229 shares6.02%2026-03-312026-04-16

TSLX SIXTH STREET SPECIALTY LENDI18.1K shares-2.52%2026-03-312026-04-16

Sponsored

FDUS FIDUS INVT CORP19.0K shares0.00%2026-03-312026-04-16

FOXA FOX CORP5.7K shares-46.53%2026-03-312026-04-16

DIA STATE STR SPDR DOW JONES IND707 shares0.00%2026-03-312026-04-16

LOW LOWES COS INC1.4K shares-12.98%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC339 shares47.39%2026-03-312026-04-16

SCCO SOUTHERN COPPER CORP1.9K sharesnew addition2026-03-312026-04-16

BK BANK NEW YORK MELLON CORP2.7K shares0.22%2026-03-312026-04-16

DLX DELUXE CORP MEDIUM TERM NTS11.4K sharesnew addition2026-03-312026-04-16

Sponsored

MUR MURPHY OIL CORP7.5K shares-11.94%2026-03-312026-04-16

VALE VALE S A19.2K shares2.44%2026-03-312026-04-16

CMI CUMMINS INC564 shares-0.88%2026-03-312026-04-16

AZO AUTOZONE INC89 shares-28.23%2026-03-312026-04-16

URI UNITED RENTALS INC405 shares-2.64%2026-03-312026-04-16

GSK PLC GSK PLC5.3K shares2.98%2026-03-312026-04-16

COF CAPITAL ONE FINL CORP1.6K shares-0.88%2026-03-312026-04-16

MAR MARRIOTT INTL INC NEW873 shares-2.24%2026-03-312026-04-16

Sponsored

AXP AMERICAN EXPRESS CO939 shares-3.00%2026-03-312026-04-16

STLD STEEL DYNAMICS INC1.6K shares-4.54%2026-03-312026-04-16

FICO FAIR ISAAC CORP253 shares-20.94%2026-03-312026-04-16

BAC BANK AMERICA CORP5.4K shares-3.46%2026-03-312026-04-16

FBP FIRST BANCORP CORPORATION12.1K shares-11.83%2026-03-312026-04-16

RIO RIO TINTO PLC2.6K sharesnew addition2026-03-312026-04-16

DHT DHT HOLDINGS INC13.3K shares-3.14%2026-03-312026-04-16

MMM 3M CO1.6K shares-7.07%2026-03-312026-04-16

Sponsored

UNP UNION PAC CORP953 shares-13.28%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS948 shares5.10%2026-03-312026-04-16

BKE BUCKLE INC4.6K shares-24.71%2026-03-312026-04-16

COKE COCA COLA CONS INC1.2K shares-13.16%2026-03-312026-04-16

VIRTUIX HOLDINGS INC. VIRTUIX HOLDINGS INC.33.6K sharesnew addition2026-03-312026-04-16

O REALTY INCOME CORP3.7K shares0.19%2026-03-312026-04-16

EMR EMERSON ELEC CO1.7K shares-0.30%2026-03-312026-04-16

CMCSA COMCAST CORP NEW7.6K shares9.55%2026-03-312026-04-16

Sponsored

AIG AMERICAN INTL GROUP INC2.9K shares-4.70%2026-03-312026-04-16

ES EVERSOURCE ENERGY3.1K shares1.65%2026-03-312026-04-16

AROC ARCHROCK INC6.1K sharesnew addition2026-03-312026-04-16

ROST ROSS STORES INC973 sharesnew addition2026-03-312026-04-16

IWD ISHARES TR981 shares0.00%2026-03-312026-04-16

CTAS CINTAS CORP1.2K shares0.24%2026-03-312026-04-16

KTB KONTOOR BRANDS INC3.0K shares-10.52%2026-03-312026-04-16

FCX FREEPORT MCMORAN INC3.5K sharesnew addition2026-03-312026-04-16

Sponsored

LINDE PLC LINDE PLC413 sharesnew addition2026-03-312026-04-16

CALM CAL MAINE FOODS INC2.6K shares-3.91%2026-03-312026-04-16

BNL BROADSTONE NET LEASE INC11.1K shares0.00%2026-03-312026-04-16

HWM HOWMET AEROSPACE INC879 sharesnew addition2026-03-312026-04-16

MSI MOTOROLA SOLUTIONS INC466 sharesnew addition2026-03-312026-04-16

APLE APPLE HOSPITALITY REIT INC16.4K shares0.00%2026-03-312026-04-16

RES RPC INC20.1K shares29.74%2026-03-312026-04-16

ABEV AMBEV SA11.2K shares10.08%2026-03-312026-04-16

Sponsored

NOTV INOTIV INC32.4K shares0.00%2026-03-312026-04-16

MSFT

MICROSOFT CORP

-1.54%

Shares30.5K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

-4.24%

Shares13.8K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-1.00%

Shares33.3K

Event2026-03-31

Filed2026-04-16

ITOT

ISHARES TR

-1.02%

Shares59.0K

Event2026-03-31

Filed2026-04-16

FIX

COMFORT SYS USA INC

-4.16%

Shares6.0K

Event2026-03-31

Filed2026-04-16

EME

EMCOR GROUP INC

-3.39%

Shares10.9K

Event2026-03-31

Filed2026-04-16

IWF

ISHARES TR

0.38%

Shares17.3K

Event2026-03-31

Filed2026-04-16

IWB

ISHARES TR

0.02%

Shares19.8K

Event2026-03-31

Filed2026-04-16

IWS

ISHARES TR

New

Shares45.9K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

-1.39%

Shares52.4K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

16.80%

Shares21.6K

Event2026-03-31

Filed2026-04-16

UBIQUITI INC

-5.92%

Shares7.4K

Event2026-03-31

Filed2026-04-16

IEZ

ISHARES TR

New

Shares196.9K

Event2026-03-31

Filed2026-04-16

CASY

CASEYS GEN STORES INC

-1.58%

Shares7.7K

Event2026-03-31

Filed2026-04-16

FXR

FIRST TR EXCHANGE-TRADED FD

-0.05%

Shares63.9K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

-0.23%

Shares9.0K

Event2026-03-31

Filed2026-04-16

XLC

SELECT SECTOR SPDR TR

0.35%

Shares46.0K

Event2026-03-31

Filed2026-04-16

IGE

ISHARES TR

New

Shares79.8K

Event2026-03-31

Filed2026-04-16

ANGLOGOLD ASHANTI PLC

0.67%

Shares51.0K

Event2026-03-31

Filed2026-04-16

EMB

ISHARES TR

-4.54%

Shares52.6K

Event2026-03-31

Filed2026-04-16

VCIT

VANGUARD SCOTTSDALE FDS

-4.26%

Shares58.8K

Event2026-03-31

Filed2026-04-16

MCK

MCKESSON CORP

-0.50%

Shares5.6K

Event2026-03-31

Filed2026-04-16

RALPH LAUREN CORP

-2.92%

Shares14.0K

Event2026-03-31

Filed2026-04-16

ITA

ISHARES TR

New

Shares21.7K

Event2026-03-31

Filed2026-04-16

IEI

ISHARES TR

-4.54%

Shares39.0K

Event2026-03-31

Filed2026-04-16

MBB

ISHARES TR

-4.80%

Shares47.8K

Event2026-03-31

Filed2026-04-16

APH

AMPHENOL CORP

-1.90%

Shares35.8K

Event2026-03-31

Filed2026-04-16

EWP

ISHARES INC

-1.31%

Shares82.4K

Event2026-03-31

Filed2026-04-16

TLT

ISHARES TR

New

Shares51.5K

Event2026-03-31

Filed2026-04-16

EWO

ISHARES INC

-1.24%

Shares122.3K

Event2026-03-31

Filed2026-04-16

EIS

ISHARES INC

-1.07%

Shares36.1K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

8.84%

Shares17.1K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

-1.97%

Shares64.3K

Event2026-03-31

Filed2026-04-16

CAH

CARDINAL HEALTH INC

-1.19%

Shares19.4K

Event2026-03-31

Filed2026-04-16

TPR

TAPESTRY INC

-1.96%

Shares28.4K

Event2026-03-31

Filed2026-04-16

EWI

ISHARES INC

-0.24%

Shares74.7K

Event2026-03-31

Filed2026-04-16

GILD

GILEAD SCIENCES INC

102.60%

Shares27.9K

Event2026-03-31

Filed2026-04-16

AMAT

APPLIED MATLS INC

-0.63%

Shares11.3K

Event2026-03-31

Filed2026-04-16

EWC

ISHARES INC

New

Shares70.3K

Event2026-03-31

Filed2026-04-16

MTZ

MASTEC INC

New

Shares11.4K

Event2026-03-31

Filed2026-04-16

JBL

JABIL INC

0.09%

Shares13.7K

Event2026-03-31

Filed2026-04-16

MTG

MGIC INVT CORP WIS

-1.05%

Shares137.3K

Event2026-03-31

Filed2026-04-16

EXEL

EXELIXIS INC

-0.92%

Shares82.9K

Event2026-03-31

Filed2026-04-16

LAM RESEARCH CORP

0.89%

Shares16.5K

Event2026-03-31

Filed2026-04-16

DELL

DELL TECHNOLOGIES INC

709.72%

Shares21.0K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

2.36%

Shares19.7K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

-7.48%

Shares11.5K

Event2026-03-31

Filed2026-04-16

TRANE TECHNOLOGIES PLC

0.50%

Shares8.0K

Event2026-03-31

Filed2026-04-16

HIG

HARTFORD INSURANCE GROUP INC

-1.29%

Shares23.7K

Event2026-03-31

Filed2026-04-16

PGR

PROGRESSIVE CORP

14.49%

Shares16.2K

Event2026-03-31

Filed2026-04-16

PWR

QUANTA SVCS INC

-2.62%

Shares5.5K

Event2026-03-31

Filed2026-04-16

FCFS

FIRSTCASH HOLDINGS INC

New

Shares15.4K

Event2026-03-31

Filed2026-04-16

ALSN

ALLISON TRANSMISSION HLDGS I

New

Shares24.4K

Event2026-03-31

Filed2026-04-16

VLO

VALERO ENERGY CORP

496.33%

Shares11.4K

Event2026-03-31

Filed2026-04-16

CCEP

COCA-COLA EUROPACIFIC PARTNE

-0.01%

Shares30.5K

Event2026-03-31

Filed2026-04-16

OSK

OSHKOSH CORP

New

Shares18.5K

Event2026-03-31

Filed2026-04-16

INCY

INCYTE CORP

0.78%

Shares28.6K

Event2026-03-31

Filed2026-04-16

JHG

JANUS HENDERSON GROUP PLC

New

Shares52.1K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

17.47%

Shares22.0K

Event2026-03-31

Filed2026-04-16

CRS

CARPENTER TECHNOLOGY CORP

New

Shares6.6K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

0.47%

Shares8.0K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

-3.44%

Shares8.2K

Event2026-03-31

Filed2026-04-16

FLS

FLOWSERVE CORP

36.81%

Shares34.1K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

-0.95%

Shares17.0K

Event2026-03-31

Filed2026-04-16

CHRW

C H ROBINSON WORLDWIDE IN

2.52%

Shares14.6K

Event2026-03-31

Filed2026-04-16

FERGUSON ENTERPRISES INC

New

Shares10.2K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

0.30%

Shares14.0K

Event2026-03-31

Filed2026-04-16

DDS

DILLARDS INC

-3.72%

Shares4.0K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

-0.41%

Shares2.4K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-1.99%

Shares10.6K

Event2026-03-31

Filed2026-04-16

HCA

HCA HEALTHCARE INC

830.02%

Shares4.6K

Event2026-03-31

Filed2026-04-16

FDX

FEDEX CORP

New

Shares6.0K

Event2026-03-31

Filed2026-04-16

VYM

VANGUARD WHITEHALL FDS

-29.30%

Shares14.5K

Event2026-03-31

Filed2026-04-16

EVR

EVERCORE INC

0.80%

Shares7.2K

Event2026-03-31

Filed2026-04-16

INVESCO EXCHANGE TRADED FD T

-0.05%

Shares10.4K

Event2026-03-31

Filed2026-04-16

EWZ

ISHARES INC

New

Shares47.7K

Event2026-03-31

Filed2026-04-16

EPOL

ISHARES TR

New

Shares49.5K

Event2026-03-31

Filed2026-04-16

GWW

WW GRAINGER INC

-0.96%

Shares1.5K

Event2026-03-31

Filed2026-04-16

VISA INC

-7.91%

Shares5.5K

Event2026-03-31

Filed2026-04-16

EWT

ISHARES INC

New

Shares21.7K

Event2026-03-31

Filed2026-04-16