Sponsored

The Analysis of MOODY LYNN LIEBERSON & WALKER, LLC's Holdings & P&L

Currently, MOODY LYNN LIEBERSON & WALKER, LLC holds 264 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in MRK (+60.7K shares, valued at $7.8M), AEP (+53.3K shares, valued at $7.3M), NSRGY (+49.1K shares, valued at $5.0M); decreased their positions in WFC (-142.1K shares, valued at $11.7M), GLD (-23.4K shares, valued at $8.6M), PEP (-54.5K shares, valued at $7.4M); initiated new positions in TSM (+7.9K shares, valued at $3.8M), DVN (+73.6K shares, valued at $3.0M), XLK (+11.9K shares, valued at $2.3M).

1M P&L

+43.5M+3.43%

3M P&L

+69.3M+5.59%

HY P&L

+115.0M+9.63%

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

1Drug Manufacturers - General165.4M

11.5%

2Internet Content & Information155.5M

10.8%

3Semiconductors147.5M

10.2%

Top Industries by Stock Count

1N/A41 stocks

20.4%

2Aerospace & Defense8 stocks

4.0%

3Specialty Industrial Machinery8 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOGL ALPHABET INC CAP STOCK CL A385.2K shares-3.90%2026-06-302026-07-20

NVDA NVIDIA CORPORATION634.0K shares-1.34%2026-06-302026-07-20

BROADCOM INC BROADCOM INC308.2K shares-4.66%2026-06-302026-07-20

LLY LILLY ELI & CO81.2K shares-2.70%2026-06-302026-07-20

AAPL APPLE INC282.2K shares1.30%2026-06-302026-07-20

MSFT MICROSOFT CORP186.3K shares-4.64%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO195.9K shares-2.75%2026-06-302026-07-20

AMZN AMAZON.COM INC251.4K shares2.60%2026-06-302026-07-20

Sponsored

GEV GE VERNOVA INC50.0K shares-1.19%2026-06-302026-07-20

GLD SPDR GOLD SHARES149.8K shares-13.49%2026-06-302026-07-20

MS MORGAN STANLEY256.4K shares2.82%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC CL B NE97.5K shares-2.81%2026-06-302026-07-20

ABBVIE INC ABBVIE INC169.0K shares-4.16%2026-06-302026-07-20

WASTE MANAGEMENT INC DEL WASTE MANAGEMENT INC DEL179.6K shares-4.57%2026-06-302026-07-20

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A75.2K shares-5.82%2026-06-302026-07-20

LIN LINDE PLC70.1K shares-2.15%2026-06-302026-07-20

Sponsored

JNJ JOHNSON & JOHNSON134.7K shares6.40%2026-06-302026-07-20

VRTX VERTEX PHARMACEUTICALS INC56.6K shares-1.76%2026-06-302026-07-20

BX BLACKSTONE INC232.3K shares2.19%2026-06-302026-07-20

ETN EATON CORP PLC62.9K shares-2.98%2026-06-302026-07-20

SYK STRYKER CORPORATION77.8K shares-9.28%2026-06-302026-07-20

ABT ABBOTT LABORATORIES248.2K shares20.13%2026-06-302026-07-20

HD HOME DEPOT INC63.5K shares-6.51%2026-06-302026-07-20

TMO THERMO FISHER SCIENTIFIC INC40.9K shares-3.66%2026-06-302026-07-20

Sponsored

CVX CHEVRON CORP120.3K shares-1.28%2026-06-302026-07-20

KO COCA-COLA CO242.9K shares-5.81%2026-06-302026-07-20

NETFLIX INC NETFLIX INC269.7K shares-9.87%2026-06-302026-07-20

GOOG ALPHABET INC CAP STOCK CL C49.4K shares1.77%2026-06-302026-07-20

HITACHI LTD ADR 2 HITACHI LTD ADR 2629.1K shares10.34%2026-06-302026-07-20

FERG FERGUSON ENTERPRISES INC COMMO71.0K shares6.58%2026-06-302026-07-20

UNP UNION PACIFIC CORP60.2K shares-1.70%2026-06-302026-07-20

SOUTHERN CO SOUTHERN CO159.8K shares-10.35%2026-06-302026-07-20

Sponsored

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF20.4K shares16.41%2026-06-302026-07-20

MRK MERCK & CO INC110.5K shares121.82%2026-06-302026-07-20

PANW PALO ALTO NETWORKS INC41.4K shares17.22%2026-06-302026-07-20

EXXON MOBIL CORP EXXON MOBIL CORP102.0K shares-0.14%2026-06-302026-07-20

GILD GILEAD SCIENCES INC105.5K shares-11.51%2026-06-302026-07-20

VISA INC CL A VISA INC CL A37.8K shares-0.35%2026-06-302026-07-20

GE GENERAL ELECTRIC CO NEW34.2K shares0.61%2026-06-302026-07-20

AEP AMERICAN ELECTRIC POWER CO INC85.7K shares164.95%2026-06-302026-07-20

Sponsored

MCD MCDONALDS CORP37.8K shares2.81%2026-06-302026-07-20

TXN TEXAS INSTRUMENTS INC32.5K shares3.91%2026-06-302026-07-20

NOC NORTHROP GRUMMAN CORP16.6K shares-42.78%2026-06-302026-07-20

CISCO SYSTEMS INC CISCO SYSTEMS INC68.6K shares86.80%2026-06-302026-07-20

MDLZ MONDELEZ INTL INC CL A138.3K shares-0.38%2026-06-302026-07-20

GS GOLDMAN SACHS GROUP INC7.9K shares3.75%2026-06-302026-07-20

PEP PEPSICO INC50.4K shares-51.99%2026-06-302026-07-20

VANGUARD TOTAL STOCK MARKET IN VANGUARD TOTAL STOCK MARKET IN18.0K shares0.12%2026-06-302026-07-20

Sponsored

RTX CORPORATION COM RTX CORPORATION COM34.6K shares-24.29%2026-06-302026-07-20

PG PROCTER AND GAMBLE CO42.7K shares-8.10%2026-06-302026-07-20

APH AMPHENOL CORP CL A33.9K shares-0.19%2026-06-302026-07-20

NSRGY NESTLE SA SP ADR54.8K shares862.92%2026-06-302026-07-20

ANET ARISTA NETWORKS INC29.8K shares0.03%2026-06-302026-07-20

VWO VANGUARD FTSE EMERGING MARKETS78.6K shares915.26%2026-06-302026-07-20

NVS NOVARTIS AG SP ADR29.0K shares2.41%2026-06-302026-07-20

WFC WELLS FARGO CO54.4K shares-72.33%2026-06-302026-07-20

Sponsored

ADI ANALOG DEVICES INC11.3K shares406.39%2026-06-302026-07-20

CRH CRH PLC38.1K shares160.86%2026-06-302026-07-20

ADP AUTOMATIC DATA PROCESSING INC18.1K shares-0.34%2026-06-302026-07-20

IWO ISHARES RUSSELL 2000 GROWTH ET10.3K shares0.00%2026-06-302026-07-20

QUANTA SERVICES INC QUANTA SERVICES INC5.5K shares1.60%2026-06-302026-07-20

HWM HOWMET AEROSPACE INC14.7K shares5.32%2026-06-302026-07-20

IDEXX LABORATORIES INC IDEXX LABORATORIES INC7.3K shares0.30%2026-06-302026-07-20

TSM TAIWAN SEMICONDUCTOR MFG LTD S7.9K sharesnew addition2026-06-302026-07-20

Sponsored

EXR EXTRA SPACE STORAGE INC25.7K shares-0.13%2026-06-302026-07-20

CMI CUMMINS INC4.8K shares865.34%2026-06-302026-07-20

VANGUARD INDEX FUNDS 500 INDEX VANGUARD INDEX FUNDS 500 INDEX4.7K shares-1.69%2026-06-302026-07-20

ORLY OREILLY AUTOMOTIVE INC34.3K shares4.97%2026-06-302026-07-20

SHW SHERWIN WILLIAMS CO9.0K shares1.30%2026-06-302026-07-20

DVN DEVON ENERGY CORP73.6K sharesnew addition2026-06-302026-07-20

CHD CHURCH & DWIGHT CO INC30.9K shares0.76%2026-06-302026-07-20

IWF ISHARES RUSSELL 1000 GROWTH ET23.7K shares298.32%2026-06-302026-07-20

Sponsored

PH PARKER-HANNIFIN CORP2.8K shares1.28%2026-06-302026-07-20

MAR MARRIOTT INTL INC CL A7.0K shares10.62%2026-06-302026-07-20

ISRG INTUITIVE SURGICAL INC NEW6.3K shares-14.73%2026-06-302026-07-20

OLD WESTBURY FUNDS INC LARGE C OLD WESTBURY FUNDS INC LARGE C105.8K shares69.68%2026-06-302026-07-20

XLK TECHNOLOGY SELECT SECTOR SPDR11.9K sharesnew addition2026-06-302026-07-20

HEI.A HEICO CORP CL A8.6K sharesnew addition2026-06-302026-07-20

GWW GRAINGER W W INC1.6K shares0.45%2026-06-302026-07-20

NBIX NEUROCRINE BIOSCIENCES INC12.6K sharesnew addition2026-06-302026-07-20

Sponsored

META PLATFORMS INC CL A META PLATFORMS INC CL A3.6K shares-3.21%2026-06-302026-07-20

ITW ILLINOIS TOOL WORKS INC7.3K shares-0.27%2026-06-302026-07-20

DE DEERE & CO3.1K shares-28.18%2026-06-302026-07-20

HEI HEICO CORP5.4K shares6.47%2026-06-302026-07-20

LRCX LAM RESEARCH CORP NEW4.4K shares0.00%2026-06-302026-07-20

MDY STATE STR SPDR S&P MIDCAP 4002.7K shares0.00%2026-06-302026-07-20

IWM ISHARES RUSSELL 2000 ETF6.1K shares17.41%2026-06-302026-07-20

RSP INVESCO S&P 500 EQUAL WEIGHT E8.5K shares-10.59%2026-06-302026-07-20

Sponsored

DIA STATE STR SPDR DOW JONES INDL3.5K shares-0.14%2026-06-302026-07-20

IRM IRON MOUNTAIN INC14.2K shares0.92%2026-06-302026-07-20

ASML ASML HOLDING NV NY REGISTRY843 shares6.84%2026-06-302026-07-20

TJX TJX COS INC11.0K shares-0.28%2026-06-302026-07-20

RSG REPUBLIC SERVICES INC7.6K shares0.95%2026-06-302026-07-20

WMT WAL-MART INC14.3K shares0.00%2026-06-302026-07-20

EBC EASTERN BANKSHARES INC69.0K shares1.14%2026-06-302026-07-20

CW CURTISS WRIGHT CORP2.0K shares1.23%2026-06-302026-07-20

Sponsored

BHP BHP GROUP LTD SP ADS17.7K shares-54.43%2026-06-302026-07-20

KRE SPDR S&P REGIONAL BANKING ETF18.9K sharesnew addition2026-06-302026-07-20

AXP AMERICAN EXPRESS CO4.2K shares15.89%2026-06-302026-07-20

TT TRANE TECHNOLOGIES PLC2.8K shares1.57%2026-06-302026-07-20

CBT CABOT CORP15.0K shares0.00%2026-06-302026-07-20

GLW CORNING INC5.3K shares-0.42%2026-06-302026-07-20

IVW ISHARES S&P 500 GROWTH ETF9.7K shares0.00%2026-06-302026-07-20

OLD WESTBURY FUNDS INC ALL CAP OLD WESTBURY FUNDS INC ALL CAP46.4K shares69.05%2026-06-302026-07-20

Sponsored

TTWO TAKE-TWO INTERACTIVE SOFTWARE5.1K shares-14.99%2026-06-302026-07-20

PSA PUBLIC STORAGE4.0K shares0.00%2026-06-302026-07-20

INTC INTEL CORP9.1K shares3.22%2026-06-302026-07-20

VIG VANGUARD DIVIDEND APPRECIATION5.3K shares0.00%2026-06-302026-07-20

ORACLE CORP ORACLE CORP8.2K shares-2.98%2026-06-302026-07-20

EFA ISHARES MSCI EAFE ETF11.5K shares0.00%2026-06-302026-07-20

PFGC PERFORMANCE FOOD GROUP CO10.7K shares30.98%2026-06-302026-07-20

CROWDSTRIKE HOLDINGS INC CL A CROWDSTRIKE HOLDINGS INC CL A1.5K shares-3.57%2026-06-302026-07-20

Sponsored

VLO VALERO ENERGY CORP4.5K shares0.58%2026-06-302026-07-20

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP1.2K shares-10.68%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC977 shares34.20%2026-06-302026-07-20

MO ALTRIA GROUP INC15.7K shares-0.66%2026-06-302026-07-20

AXON AXON ENTERPRISE INC2.0K shares0.40%2026-06-302026-07-20

BLK BLACKROCK INC1.2K shares-1.03%2026-06-302026-07-20

IJH ISHARES S&P MIDCAP FUND13.9K shares0.00%2026-06-302026-07-20

IBB ISHARES BIOTECHNOLOGY FUND5.5K shares-64.18%2026-06-302026-07-20

Sponsored

MTD METTLER TOLEDO INTERNATIONAL812 shares1.25%2026-06-302026-07-20

VOO VANGUARD S&P 500 ETF1.5K shares-0.40%2026-06-302026-07-20

PKG PACKAGING CORP AMERICA4.3K shares41.11%2026-06-302026-07-20

AMGN AMGEN INC2.8K shares-77.74%2026-06-302026-07-20

XLV HEALTH CARE SELECT SECTOR SPDR6.2K shares0.00%2026-06-302026-07-20

PRINCIPAL FUNDS INC MID CAP FU PRINCIPAL FUNDS INC MID CAP FU23.7K shares0.00%2026-06-302026-07-20

YUM YUM BRANDS INC5.9K shares-0.39%2026-06-302026-07-20

CMC COMMERCIAL METALS CO14.6K shares1.11%2026-06-302026-07-20

Sponsored

DELAWARE EQUITY FUNDS V SMALL DELAWARE EQUITY FUNDS V SMALL24.3K shares0.00%2026-06-302026-07-20

DIS DISNEY WALT CO9.2K shares-0.59%2026-06-302026-07-20

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A7.5K shares12.72%2026-06-302026-07-20

IWR ISHARES RUSSELL MID-CAP ETF7.9K shares-1.56%2026-06-302026-07-20

IJR ISHARES S&P SMALL-CAP FUND5.9K shares0.00%2026-06-302026-07-20

AEM AGNICO EAGLE MINES LTD5.6K shares2.77%2026-06-302026-07-20

SBUX STARBUCKS CORP8.3K shares-0.13%2026-06-302026-07-20

TDG TRANSDIGM GROUP INC605 shares-0.49%2026-06-302026-07-20

Sponsored

BAC BANK OF AMERICA CORP14.1K shares-2.33%2026-06-302026-07-20

VO VANGUARD MID-CAP INDEX FUND10.0K shares307.67%2026-06-302026-07-20

WMB WILLIAMS COS INC10.8K shares1.95%2026-06-302026-07-20

MSCI MSCI INC1.4K shares1.50%2026-06-302026-07-20

PFE PFIZER INC30.5K shares-8.23%2026-06-302026-07-20

DOV DOVER CORP3.3K shares1.78%2026-06-302026-07-20

FIDELITY TR 500 INDEX FUND FIDELITY TR 500 INDEX FUND2.8K shares-20.26%2026-06-302026-07-20

NEW PERSPECTIVE FUND INC NEW PERSPECTIVE FUND INC9.4K shares0.00%2026-06-302026-07-20

Sponsored

OTIS OTIS WORLDWIDE CORP9.9K shares-2.43%2026-06-302026-07-20

NEXTERA ENERGY INC NEXTERA ENERGY INC7.9K shares2.76%2026-06-302026-07-20

IBM INTL BUSINESS MACHINES2.4K shares-2.91%2026-06-302026-07-20

TXNM TXNM ENERGY INC COM12.0K shares1.29%2026-06-302026-07-20

ACCENTURE PLC IRELAND CLASS A ACCENTURE PLC IRELAND CLASS A5.4K shares-21.45%2026-06-302026-07-20

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC2.0K shares-1.50%2026-06-302026-07-20

AMT AMERICAN TOWER CORP4.0K shares-0.78%2026-06-302026-07-20

CHUBB LIMITED CHUBB LIMITED1.9K shares-5.09%2026-06-302026-07-20

Sponsored

EMR EMERSON ELECTRIC CO4.6K shares-0.80%2026-06-302026-07-20

SNA SNAP ON INC1.6K shares1.17%2026-06-302026-07-20

VANECK GOLD MINERS ETF VANECK GOLD MINERS ETF8.7K shares-3.33%2026-06-302026-07-20

ARTISAN PARTNERS FUNDS INC INT ARTISAN PARTNERS FUNDS INC INT10.8K shares0.00%2026-06-302026-07-20

EPD ENTERPRISE PRODUCTS PARTNERS L17.4K shares0.43%2026-06-302026-07-20

WSO WATSCO INC1.5K shares1.33%2026-06-302026-07-20

LNG CHENIERE ENERGY INC NEW2.6K shares8.86%2026-06-302026-07-20

EWJ ISHARES MSCI JAPAN ETF6.6K shares0.00%2026-06-302026-07-20

Sponsored

WRB BERKLEY W R CORP8.7K shares1.11%2026-06-302026-07-20

MDB MONGODB INC CL A1.8K sharesnew addition2026-06-302026-07-20

GNRC GENERAC HOLDINGS INC2.0K shares1.34%2026-06-302026-07-20

VEA VANGUARD FTSE DEVELOPED MARKET8.2K shares2.96%2026-06-302026-07-20

OLD WESTBURY FUNDS INC SML MID OLD WESTBURY FUNDS INC SML MID29.8K shares128.19%2026-06-302026-07-20

SPG SIMON PROPERTY GROUP INC2.5K shares-1.03%2026-06-302026-07-20

VANGUARD STAR FUNDS TL INT STO VANGUARD STAR FUNDS TL INT STO12.2K shares0.38%2026-06-302026-07-20

LMT LOCKHEED MARTIN CORP1.1K shares0.00%2026-06-302026-07-20

Sponsored

VRT VERTIV HOLDINGS CO CL A1.6K shares-43.91%2026-06-302026-07-20

SSNC SS&C TECHNOLOGIES HOLDINGS INC8.8K shares1.34%2026-06-302026-07-20

COP CONOCOPHILLIPS5.2K shares-0.42%2026-06-302026-07-20

SCHWAB CAPITAL TRUST S&P 500ID SCHWAB CAPITAL TRUST S&P 500ID28.1K shares0.00%2026-06-302026-07-20

BJ BJS WHSL CLUB HOLDINGS INC6.2K shares1.49%2026-06-302026-07-20

DVY ISHARES SELECT DIVIDEND ETF3.3K shares0.00%2026-06-302026-07-20

FIDELITY ASSET MGR FIDELITY ASSET MGR26.0K shares-32.57%2026-06-302026-07-20

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF652 shares-16.62%2026-06-302026-07-20

Sponsored

VEU VANGUARD FTSE ALL-WORLD EX US5.8K shares1.15%2026-06-302026-07-20

WEC WEC ENERGY GROUP INC4.0K shares0.07%2026-06-302026-07-20

BLACKSTONE REIT INC CL I BLACKSTONE REIT INC CL I32.4K shares0.00%2026-06-302026-07-20

QQQ INVESCO QQQ TRUST633 shares-1.56%2026-06-302026-07-20

PNC PNC FINANCIAL SERVICES GROUP I1.9K shares-6.73%2026-06-302026-07-20

DHR DANAHER CORPORATION2.4K shares-35.75%2026-06-302026-07-20

ALL ALLSTATE CORP1.9K shares-1.04%2026-06-302026-07-20

AVB AVALONBAY COMMUNITIES INC2.4K sharesnew addition2026-06-302026-07-20

Sponsored

FIDELITY CONTRAFUND NEW INSIGH FIDELITY CONTRAFUND NEW INSIGH8.1K shares0.00%2026-06-302026-07-20

USB US BANCORP DEL7.0K shares-0.86%2026-06-302026-07-20

SPOT SPOTIFY TECHNOLOGY SA907 shares0.22%2026-06-302026-07-20

DINO HF SINCLAIR CORP5.9K shares1.88%2026-06-302026-07-20

IVE ISHARES S&P 500 VALUE ETF1.8K shares-5.33%2026-06-302026-07-20

NKE NIKE INC CL B10.0K shares-0.10%2026-06-302026-07-20

L LOEWS CORP3.6K shares2.09%2026-06-302026-07-20

WAT WATERS CORP1.1K shares-0.82%2026-06-302026-07-20

Sponsored

FIDELITY CONTRAFUND FIDELITY CONTRAFUND14.7K shares-42.86%2026-06-302026-07-20

BN BROOKFIELD CORP CL A9.2K shares9.37%2026-06-302026-07-20

EPI WISDOMTREE INDIA EARNINGS FUND9.1K shares0.00%2026-06-302026-07-20

BROS DUTCH BROTHERS INC CL A5.4K shares2.69%2026-06-302026-07-20

CFG CITIZENS FINANCIAL GROUP INC5.5K sharesnew addition2026-06-302026-07-20

MRVL MARVELL TECHNOLOGY INC1.3K sharesnew addition2026-06-302026-07-20

SANM SANMINA CORPORATION1.5K sharesnew addition2026-06-302026-07-20

DOMINION ENERGY INC DOMINION ENERGY INC5.6K shares-1.01%2026-06-302026-07-20

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC1.7K sharesnew addition2026-06-302026-07-20

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.7K sharesnew addition2026-06-302026-07-20

APPLIED MATERIALS INC APPLIED MATERIALS INC515 sharesnew addition2026-06-302026-07-20

NSC NORFOLK SOUTHERN CORP1.2K shares-1.34%2026-06-302026-07-20

KLAC KLA CORP NEW1.2K sharesnew addition2026-06-302026-07-20

CRM SALESFORCE INC2.2K shares-50.94%2026-06-302026-07-20

ABBNY ABB LTD SP ADR3.1K shares-2.70%2026-06-302026-07-20

HARBOR FUNDS CAP APPREC INST HARBOR FUNDS CAP APPREC INST2.8K shares0.00%2026-06-302026-07-20

Sponsored

LPLA LPL FINANCIAL HOLDINGS INC1.2K shares-0.58%2026-06-302026-07-20

HARRIS ASSOC INV TR OAKMRK SLT HARRIS ASSOC INV TR OAKMRK SLT3.6K shares0.00%2026-06-302026-07-20

PM PHILIP MORRIS INTL INC1.8K shares-6.12%2026-06-302026-07-20

AFG AMERICAN FINANCIAL GROUP INC O2.4K sharesnew addition2026-06-302026-07-20

ADOBE SYSTEMS INCORPORATED ADOBE SYSTEMS INCORPORATED1.6K shares-1.97%2026-06-302026-07-20

MRP MILLROSE PROPERTIES INC CL A10.9K shares5.33%2026-06-302026-07-20

HARDING LOEVNER FUNDS INC INTL HARDING LOEVNER FUNDS INC INTL10.3K shares0.00%2026-06-302026-07-20

ECL ECOLAB INC1.1K shares-0.52%2026-06-302026-07-20

Sponsored

VZ VERIZON COMMUNICATIONS INC7.5K shares-3.74%2026-06-302026-07-20

IWD ISHARES RUSSELL 1000 VALUE ETF1.3K shares-12.99%2026-06-302026-07-20

ENTG ENTEGRIS INC1.7K shares0.00%2026-06-302026-07-20

HBAN HUNTINGTON BANCSHARES INC17.1K shares-0.51%2026-06-302026-07-20

FTAI FTAI AVIATION LTD1.1K shares-0.45%2026-06-302026-07-20

FTEC FIDELITY MSCI INFORMATION TECH1.0K shares0.00%2026-06-302026-07-20

NRG NRG ENERGY INC NEW2.0K shares-0.60%2026-06-302026-07-20

PEG PUBLIC SERVICE ENTERPRISE GROU3.6K shares-1.16%2026-06-302026-07-20

Sponsored

CTRE CARETRUST REIT INC7.0K sharesnew addition2026-06-302026-07-20

AMCOR PLC AMCOR PLC6.5K shares20.46%2026-06-302026-07-20

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC662 sharesnew addition2026-06-302026-07-20

BIPC BROOKFIELD INFRASTRUCTURE CORP7.0K sharesnew addition2026-06-302026-07-20

J JACOBS SOLUTIONS INC2.1K shares-0.62%2026-06-302026-07-20

FREEPORT-MCMORAN INC CL B FREEPORT-MCMORAN INC CL B4.2K shares0.24%2026-06-302026-07-20

VBK VANGUARD SMALL-CAP GROWTH INDE715 shares0.00%2026-06-302026-07-20

OKE ONEOK INC3.0K shares-1.03%2026-06-302026-07-20

Sponsored

SJM SMUCKER J M CO NEW2.3K shares-0.43%2026-06-302026-07-20

SAP SAP SE SP ADR1.7K shares0.91%2026-06-302026-07-20

CAT CATERPILLAR INC237 sharesnew addition2026-06-302026-07-20

BEPC BROOKFIELD RENEWABLE CORP CL A6.8K sharesnew addition2026-06-302026-07-20

HEFA ISHARES CURRENCY HEDGED MSCI E5.3K shares0.00%2026-06-302026-07-20

GIL GILDAN ACTIVEWEAR INC4.8K shares17.85%2026-06-302026-07-20

HARTFORD MUTUAL FUNDS II INC S HARTFORD MUTUAL FUNDS II INC S7.9K sharesnew addition2026-06-302026-07-20

FIDELITY GROWTH DISCOVERY FIDELITY GROWTH DISCOVERY3.0K sharesnew addition2026-06-302026-07-20

Sponsored

USMV ISHARES MSCI USA MIN VOL FACTO2.4K shares0.00%2026-06-302026-07-20

FIRST CITIZENS BANCSHARES INC FIRST CITIZENS BANCSHARES INC9.0K sharesnew addition2026-06-302026-07-20

ILMN ILLUMINA INC1.3K sharesnew addition2026-06-302026-07-20

BK BANK NEW YORK MELLON CORP1.6K sharesnew addition2026-06-302026-07-20

CL COLGATE PALMOLIVE CO2.5K shares-4.96%2026-06-302026-07-20

VB VANGUARD SMALL-CAP INDEX FUND745 sharesnew addition2026-06-302026-07-20

TOKYO ELECTRON LTD ADR TOKYO ELECTRON LTD ADR925 sharesnew addition2026-06-302026-07-20

SCHX SCHWAB U.S. LARGE-CAP ETF7.5K sharesnew addition2026-06-302026-07-20

Sponsored

B BARRICK MINING CORP6.0K shares0.00%2026-06-302026-07-20

ONEQ FIDELITY NASDAQ COMPOSITE INDE2.1K shares-15.90%2026-06-302026-07-20

HQH ABRDN HEALTHCARE INVESTORS SH9.7K sharesnew addition2026-06-302026-07-20

SPDR SERIES TRUST STATE STREET SPDR SERIES TRUST STATE STREET2.4K sharesnew addition2026-06-302026-07-20

INTU INTUIT807 shares-7.88%2026-06-302026-07-20

TSLA TESLA INC500 sharesnew addition2026-06-302026-07-20

BBJP JPMORGAN BETABUILDERS JAPAN ET2.8K sharesnew addition2026-06-302026-07-20

EOG EOG RESOURCES INC1.6K shares-1.18%2026-06-302026-07-20

Sponsored

IWV ISHARES RUSSELL 3000 ETF482 sharesnew addition2026-06-302026-07-20

VANGUARD MA TAX EXEMPT FUND VANGUARD MA TAX EXEMPT FUND15.7K shares0.00%2026-06-302026-07-20

BLACKROCK FUNDS IV SYSTAMT MLT BLACKROCK FUNDS IV SYSTAMT MLT15.0K shares0.00%2026-06-302026-07-20

FEDERATED HERMES EQUITY FUNDS FEDERATED HERMES EQUITY FUNDS17.2K shares0.00%2026-06-302026-07-20

BLACKROCK MGD FUND INST BLACKROCK MGD FUND INST11.0K shares0.00%2026-06-302026-07-20

PRQR PROQR THRAPEUTICS NV EURO25.0K shares0.00%2026-06-302026-07-20

ELTX ELICIO THERAPEUTICS INC10.0K shares0.00%2026-06-302026-07-20

SEARCHLIGHT MINERALS CORP NEW SEARCHLIGHT MINERALS CORP NEW27.0K shares0.00%2026-06-302026-07-20

Sponsored

GOOGL

ALPHABET INC CAP STOCK CL A

-3.90%

Shares385.2K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

-1.34%

Shares634.0K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

-4.66%

Shares308.2K

Event2026-06-30

Filed2026-07-20

LLY

LILLY ELI & CO

-2.70%

Shares81.2K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

1.30%

Shares282.2K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

-4.64%

Shares186.3K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

-2.75%

Shares195.9K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON.COM INC

2.60%

Shares251.4K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

-1.19%

Shares50.0K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD SHARES

-13.49%

Shares149.8K

Event2026-06-30

Filed2026-07-20

MORGAN STANLEY

2.82%

Shares256.4K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC CL B NE

-2.81%

Shares97.5K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

-4.16%

Shares169.0K

Event2026-06-30

Filed2026-07-20

WASTE MANAGEMENT INC DEL

-4.57%

Shares179.6K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED CL A

-5.82%

Shares75.2K

Event2026-06-30

Filed2026-07-20

LIN

LINDE PLC

-2.15%

Shares70.1K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

6.40%

Shares134.7K

Event2026-06-30

Filed2026-07-20

VRTX

VERTEX PHARMACEUTICALS INC

-1.76%

Shares56.6K

Event2026-06-30

Filed2026-07-20

BLACKSTONE INC

2.19%

Shares232.3K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

-2.98%

Shares62.9K

Event2026-06-30

Filed2026-07-20

SYK

STRYKER CORPORATION

-9.28%

Shares77.8K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

20.13%

Shares248.2K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

-6.51%

Shares63.5K

Event2026-06-30

Filed2026-07-20

TMO

THERMO FISHER SCIENTIFIC INC

-3.66%

Shares40.9K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORP

-1.28%

Shares120.3K

Event2026-06-30

Filed2026-07-20

COCA-COLA CO

-5.81%

Shares242.9K

Event2026-06-30

Filed2026-07-20

NETFLIX INC

-9.87%

Shares269.7K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC CAP STOCK CL C

1.77%

Shares49.4K

Event2026-06-30

Filed2026-07-20

HITACHI LTD ADR 2

10.34%

Shares629.1K

Event2026-06-30

Filed2026-07-20

FERG

FERGUSON ENTERPRISES INC COMMO

6.58%

Shares71.0K

Event2026-06-30

Filed2026-07-20

UNP

UNION PACIFIC CORP

-1.70%

Shares60.2K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

-10.35%

Shares159.8K

Event2026-06-30

Filed2026-07-20

STATE STREET SPDR S&P 500 ETF

16.41%

Shares20.4K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

121.82%

Shares110.5K

Event2026-06-30

Filed2026-07-20

PANW

PALO ALTO NETWORKS INC

17.22%

Shares41.4K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

-0.14%

Shares102.0K

Event2026-06-30

Filed2026-07-20

GILD

GILEAD SCIENCES INC

-11.51%

Shares105.5K

Event2026-06-30

Filed2026-07-20

VISA INC CL A

-0.35%

Shares37.8K

Event2026-06-30

Filed2026-07-20

GENERAL ELECTRIC CO NEW

0.61%

Shares34.2K

Event2026-06-30

Filed2026-07-20

AEP

AMERICAN ELECTRIC POWER CO INC

164.95%

Shares85.7K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

2.81%

Shares37.8K

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRUMENTS INC

3.91%

Shares32.5K

Event2026-06-30

Filed2026-07-20

NOC

NORTHROP GRUMMAN CORP

-42.78%

Shares16.6K

Event2026-06-30

Filed2026-07-20

CISCO SYSTEMS INC

86.80%

Shares68.6K

Event2026-06-30

Filed2026-07-20

MDLZ

MONDELEZ INTL INC CL A

-0.38%

Shares138.3K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

3.75%

Shares7.9K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

-51.99%

Shares50.4K

Event2026-06-30

Filed2026-07-20

VANGUARD TOTAL STOCK MARKET IN

0.12%

Shares18.0K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION COM

-24.29%

Shares34.6K

Event2026-06-30

Filed2026-07-20

PROCTER AND GAMBLE CO

-8.10%

Shares42.7K

Event2026-06-30

Filed2026-07-20

APH

AMPHENOL CORP CL A

-0.19%

Shares33.9K

Event2026-06-30

Filed2026-07-20

NSRGY

NESTLE SA SP ADR

862.92%

Shares54.8K

Event2026-06-30

Filed2026-07-20

ANET

ARISTA NETWORKS INC

0.03%

Shares29.8K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD FTSE EMERGING MARKETS

915.26%

Shares78.6K

Event2026-06-30

Filed2026-07-20

NVS

NOVARTIS AG SP ADR

2.41%

Shares29.0K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO CO

-72.33%

Shares54.4K

Event2026-06-30

Filed2026-07-20

ADI

ANALOG DEVICES INC

406.39%

Shares11.3K

Event2026-06-30

Filed2026-07-20

CRH

CRH PLC

160.86%

Shares38.1K

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING INC

-0.34%

Shares18.1K

Event2026-06-30

Filed2026-07-20

IWO

ISHARES RUSSELL 2000 GROWTH ET

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-20

QUANTA SERVICES INC

1.60%

Shares5.5K

Event2026-06-30

Filed2026-07-20

HWM

HOWMET AEROSPACE INC

5.32%

Shares14.7K

Event2026-06-30

Filed2026-07-20

IDEXX LABORATORIES INC

0.30%

Shares7.3K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MFG LTD S

New

Shares7.9K

Event2026-06-30

Filed2026-07-20

EXR

EXTRA SPACE STORAGE INC

-0.13%

Shares25.7K

Event2026-06-30

Filed2026-07-20

CMI

CUMMINS INC

865.34%

Shares4.8K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FUNDS 500 INDEX

-1.69%

Shares4.7K

Event2026-06-30

Filed2026-07-20

ORLY

OREILLY AUTOMOTIVE INC

4.97%

Shares34.3K

Event2026-06-30

Filed2026-07-20

SHW

SHERWIN WILLIAMS CO

1.30%

Shares9.0K

Event2026-06-30

Filed2026-07-20

DVN

DEVON ENERGY CORP

New

Shares73.6K

Event2026-06-30

Filed2026-07-20

CHD

CHURCH & DWIGHT CO INC

0.76%

Shares30.9K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES RUSSELL 1000 GROWTH ET

298.32%

Shares23.7K

Event2026-06-30

Filed2026-07-20

PARKER-HANNIFIN CORP

1.28%

Shares2.8K

Event2026-06-30

Filed2026-07-20

MAR

MARRIOTT INTL INC CL A

10.62%

Shares7.0K

Event2026-06-30

Filed2026-07-20

ISRG

INTUITIVE SURGICAL INC NEW

-14.73%

Shares6.3K

Event2026-06-30

Filed2026-07-20

OLD WESTBURY FUNDS INC LARGE C

69.68%

Shares105.8K

Event2026-06-30

Filed2026-07-20

XLK

TECHNOLOGY SELECT SECTOR SPDR

New

Shares11.9K

Event2026-06-30

Filed2026-07-20

HEI.A

HEICO CORP CL A

New

Shares8.6K

Event2026-06-30

Filed2026-07-20

GWW

GRAINGER W W INC

0.45%

Shares1.6K

Event2026-06-30

Filed2026-07-20

NBIX

NEUROCRINE BIOSCIENCES INC

New

Shares12.6K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC CL A

-3.21%

Shares3.6K

Event2026-06-30

Filed2026-07-20

ITW

ILLINOIS TOOL WORKS INC

-0.27%

Shares7.3K

Event2026-06-30

Filed2026-07-20

DEERE & CO

-28.18%

Shares3.1K

Event2026-06-30

Filed2026-07-20

HEI

HEICO CORP

6.47%

Shares5.4K

Event2026-06-30

Filed2026-07-20

LRCX

LAM RESEARCH CORP NEW

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-20

MDY

STATE STR SPDR S&P MIDCAP 400

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES RUSSELL 2000 ETF

17.41%

Shares6.1K

Event2026-06-30

Filed2026-07-20

RSP

INVESCO S&P 500 EQUAL WEIGHT E

-10.59%

Shares8.5K

Event2026-06-30

Filed2026-07-20

DIA

STATE STR SPDR DOW JONES INDL

-0.14%

Shares3.5K

Event2026-06-30

Filed2026-07-20

IRM

IRON MOUNTAIN INC

0.92%

Shares14.2K

Event2026-06-30

Filed2026-07-20

ASML

ASML HOLDING NV NY REGISTRY

6.84%

Shares843

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC

-0.28%

Shares11.0K

Event2026-06-30

Filed2026-07-20

RSG

REPUBLIC SERVICES INC

0.95%

Shares7.6K

Event2026-06-30

Filed2026-07-20

WMT

WAL-MART INC

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-20

EBC

EASTERN BANKSHARES INC

1.14%

Shares69.0K

Event2026-06-30

Filed2026-07-20

CURTISS WRIGHT CORP

1.23%

Shares2.0K

Event2026-06-30

Filed2026-07-20

BHP

BHP GROUP LTD SP ADS

-54.43%

Shares17.7K

Event2026-06-30

Filed2026-07-20

KRE

SPDR S&P REGIONAL BANKING ETF

New

Shares18.9K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

15.89%

Shares4.2K

Event2026-06-30

Filed2026-07-20

TRANE TECHNOLOGIES PLC

1.57%

Shares2.8K

Event2026-06-30

Filed2026-07-20

CBT

CABOT CORP

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

-0.42%

Shares5.3K

Event2026-06-30

Filed2026-07-20

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-20

OLD WESTBURY FUNDS INC ALL CAP

69.05%

Shares46.4K

Event2026-06-30

Filed2026-07-20

TTWO

TAKE-TWO INTERACTIVE SOFTWARE

-14.99%

Shares5.1K

Event2026-06-30

Filed2026-07-20

PSA

PUBLIC STORAGE

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

3.22%

Shares9.1K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD DIVIDEND APPRECIATION

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

-2.98%

Shares8.2K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES MSCI EAFE ETF

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-20

PFGC

PERFORMANCE FOOD GROUP CO

30.98%

Shares10.7K

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HOLDINGS INC CL A

-3.57%

Shares1.5K

Event2026-06-30

Filed2026-07-20

VLO

VALERO ENERGY CORP

0.58%

Shares4.5K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORP

-10.68%

Shares1.2K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

34.20%

Shares977

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

-0.66%

Shares15.7K

Event2026-06-30

Filed2026-07-20

AXON

AXON ENTERPRISE INC

0.40%

Shares2.0K

Event2026-06-30

Filed2026-07-20

BLK

BLACKROCK INC

-1.03%

Shares1.2K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES S&P MIDCAP FUND

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-20

IBB

ISHARES BIOTECHNOLOGY FUND

-64.18%

Shares5.5K

Event2026-06-30

Filed2026-07-20

MTD

METTLER TOLEDO INTERNATIONAL

1.25%

Shares812

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD S&P 500 ETF

-0.40%

Shares1.5K

Event2026-06-30

Filed2026-07-20

PKG

PACKAGING CORP AMERICA

41.11%

Shares4.3K

Event2026-06-30

Filed2026-07-20

AMGN

AMGEN INC

-77.74%

Shares2.8K

Event2026-06-30

Filed2026-07-20

XLV

HEALTH CARE SELECT SECTOR SPDR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-20

PRINCIPAL FUNDS INC MID CAP FU

0.00%

Shares23.7K

Event2026-06-30

Filed2026-07-20

YUM

YUM BRANDS INC

-0.39%

Shares5.9K

Event2026-06-30

Filed2026-07-20

CMC

COMMERCIAL METALS CO

1.11%

Shares14.6K

Event2026-06-30

Filed2026-07-20

DELAWARE EQUITY FUNDS V SMALL

0.00%

Shares24.3K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

-0.59%

Shares9.2K

Event2026-06-30

Filed2026-07-20

PALANTIR TECHNOLOGIES INC CL A

12.72%

Shares7.5K

Event2026-06-30

Filed2026-07-20

IWR

ISHARES RUSSELL MID-CAP ETF

-1.56%

Shares7.9K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES S&P SMALL-CAP FUND

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-20

AEM

AGNICO EAGLE MINES LTD

2.77%

Shares5.6K

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP

-0.13%

Shares8.3K

Event2026-06-30

Filed2026-07-20

TDG

TRANSDIGM GROUP INC

-0.49%

Shares605

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMERICA CORP

-2.33%

Shares14.1K

Event2026-06-30

Filed2026-07-20

VANGUARD MID-CAP INDEX FUND

307.67%

Shares10.0K

Event2026-06-30

Filed2026-07-20

WMB

WILLIAMS COS INC

1.95%

Shares10.8K

Event2026-06-30

Filed2026-07-20

MSCI

MSCI INC

1.50%

Shares1.4K

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC

-8.23%

Shares30.5K

Event2026-06-30

Filed2026-07-20

DOV

DOVER CORP

1.78%

Shares3.3K

Event2026-06-30

Filed2026-07-20

FIDELITY TR 500 INDEX FUND

-20.26%

Shares2.8K

Event2026-06-30

Filed2026-07-20

NEW PERSPECTIVE FUND INC

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-20

OTIS

OTIS WORLDWIDE CORP

-2.43%

Shares9.9K

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

2.76%

Shares7.9K

Event2026-06-30

Filed2026-07-20

IBM

INTL BUSINESS MACHINES

-2.91%

Shares2.4K

Event2026-06-30

Filed2026-07-20

TXNM

TXNM ENERGY INC COM

1.29%

Shares12.0K

Event2026-06-30

Filed2026-07-20

ACCENTURE PLC IRELAND CLASS A

-21.45%

Shares5.4K

Event2026-06-30

Filed2026-07-20

TRAVELERS COMPANIES INC

-1.50%

Shares2.0K

Event2026-06-30

Filed2026-07-20

AMT

AMERICAN TOWER CORP

-0.78%

Shares4.0K

Event2026-06-30

Filed2026-07-20

CHUBB LIMITED

-5.09%

Shares1.9K

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELECTRIC CO

-0.80%

Shares4.6K

Event2026-06-30

Filed2026-07-20

SNA

SNAP ON INC

1.17%

Shares1.6K

Event2026-06-30

Filed2026-07-20

VANECK GOLD MINERS ETF

-3.33%

Shares8.7K

Event2026-06-30

Filed2026-07-20

ARTISAN PARTNERS FUNDS INC INT

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-20

EPD

ENTERPRISE PRODUCTS PARTNERS L

0.43%

Shares17.4K

Event2026-06-30

Filed2026-07-20

WSO

WATSCO INC

1.33%

Shares1.5K

Event2026-06-30

Filed2026-07-20

LNG

CHENIERE ENERGY INC NEW

8.86%

Shares2.6K

Event2026-06-30

Filed2026-07-20

EWJ

ISHARES MSCI JAPAN ETF

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-20

WRB

BERKLEY W R CORP

1.11%

Shares8.7K

Event2026-06-30

Filed2026-07-20

MDB

MONGODB INC CL A

New

Shares1.8K

Event2026-06-30

Filed2026-07-20

GNRC

GENERAC HOLDINGS INC

1.34%

Shares2.0K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD FTSE DEVELOPED MARKET

2.96%

Shares8.2K

Event2026-06-30

Filed2026-07-20

OLD WESTBURY FUNDS INC SML MID

128.19%

Shares29.8K

Event2026-06-30

Filed2026-07-20

SPG

SIMON PROPERTY GROUP INC

-1.03%

Shares2.5K

Event2026-06-30

Filed2026-07-20

VANGUARD STAR FUNDS TL INT STO

0.38%

Shares12.2K

Event2026-06-30

Filed2026-07-20

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

VRT

VERTIV HOLDINGS CO CL A

-43.91%

Shares1.6K

Event2026-06-30

Filed2026-07-20

SSNC

SS&C TECHNOLOGIES HOLDINGS INC

1.34%

Shares8.8K

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS

-0.42%

Shares5.2K

Event2026-06-30

Filed2026-07-20

SCHWAB CAPITAL TRUST S&P 500ID

0.00%

Shares28.1K

Event2026-06-30

Filed2026-07-20

BJS WHSL CLUB HOLDINGS INC

1.49%

Shares6.2K

Event2026-06-30

Filed2026-07-20

DVY

ISHARES SELECT DIVIDEND ETF

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-20

FIDELITY ASSET MGR

-32.57%

Shares26.0K

Event2026-06-30

Filed2026-07-20

ISHARES CORE S&P 500 ETF

-16.62%

Shares652

Event2026-06-30

Filed2026-07-20

VEU

VANGUARD FTSE ALL-WORLD EX US

1.15%

Shares5.8K

Event2026-06-30

Filed2026-07-20

WEC

WEC ENERGY GROUP INC

0.07%

Shares4.0K

Event2026-06-30

Filed2026-07-20

BLACKSTONE REIT INC CL I

0.00%

Shares32.4K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TRUST

-1.56%

Shares633

Event2026-06-30

Filed2026-07-20

PNC

PNC FINANCIAL SERVICES GROUP I

-6.73%

Shares1.9K

Event2026-06-30

Filed2026-07-20

DHR

DANAHER CORPORATION

-35.75%

Shares2.4K

Event2026-06-30

Filed2026-07-20

ALL

ALLSTATE CORP

-1.04%

Shares1.9K

Event2026-06-30

Filed2026-07-20

AVB

AVALONBAY COMMUNITIES INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-20

FIDELITY CONTRAFUND NEW INSIGH

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-20

USB

US BANCORP DEL

-0.86%

Shares7.0K

Event2026-06-30

Filed2026-07-20

SPOT

SPOTIFY TECHNOLOGY SA

0.22%

Shares907

Event2026-06-30

Filed2026-07-20

DINO

HF SINCLAIR CORP

1.88%

Shares5.9K

Event2026-06-30

Filed2026-07-20

IVE

ISHARES S&P 500 VALUE ETF

-5.33%

Shares1.8K

Event2026-06-30

Filed2026-07-20

NKE

NIKE INC CL B

-0.10%

Shares10.0K

Event2026-06-30

Filed2026-07-20

LOEWS CORP

2.09%

Shares3.6K

Event2026-06-30

Filed2026-07-20

WAT

WATERS CORP

-0.82%

Shares1.1K

Event2026-06-30

Filed2026-07-20

FIDELITY CONTRAFUND

-42.86%

Shares14.7K

Event2026-06-30

Filed2026-07-20

BROOKFIELD CORP CL A

9.37%

Shares9.2K

Event2026-06-30

Filed2026-07-20

EPI

WISDOMTREE INDIA EARNINGS FUND

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-20

BROS

DUTCH BROTHERS INC CL A

2.69%

Shares5.4K

Event2026-06-30

Filed2026-07-20

CFG

CITIZENS FINANCIAL GROUP INC

New

Shares5.5K

Event2026-06-30

Filed2026-07-20

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

SANM

SANMINA CORPORATION

New

Shares1.5K

Event2026-06-30

Filed2026-07-20

DOMINION ENERGY INC

-1.01%

Shares5.6K

Event2026-06-30

Filed2026-07-20

HONEYWELL INTL INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

HONEYWELL AEROSPACE INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

APPLIED MATERIALS INC

New

Shares515

Event2026-06-30

Filed2026-07-20

NSC

NORFOLK SOUTHERN CORP

-1.34%

Shares1.2K

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP NEW

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

CRM

SALESFORCE INC

-50.94%

Shares2.2K

Event2026-06-30

Filed2026-07-20

ABBNY

ABB LTD SP ADR

-2.70%

Shares3.1K

Event2026-06-30

Filed2026-07-20

HARBOR FUNDS CAP APPREC INST

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-20

LPLA

LPL FINANCIAL HOLDINGS INC

-0.58%

Shares1.2K

Event2026-06-30

Filed2026-07-20

HARRIS ASSOC INV TR OAKMRK SLT

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

-6.12%

Shares1.8K

Event2026-06-30

Filed2026-07-20

AFG

AMERICAN FINANCIAL GROUP INC O

New

Shares2.4K

Event2026-06-30

Filed2026-07-20

ADOBE SYSTEMS INCORPORATED

-1.97%

Shares1.6K

Event2026-06-30

Filed2026-07-20

MRP

MILLROSE PROPERTIES INC CL A

5.33%

Shares10.9K

Event2026-06-30

Filed2026-07-20

HARDING LOEVNER FUNDS INC INTL

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-20

ECL

ECOLAB INC

-0.52%

Shares1.1K

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC

-3.74%

Shares7.5K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES RUSSELL 1000 VALUE ETF

-12.99%

Shares1.3K

Event2026-06-30

Filed2026-07-20

ENTG

ENTEGRIS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

HBAN

HUNTINGTON BANCSHARES INC

-0.51%

Shares17.1K

Event2026-06-30

Filed2026-07-20

FTAI

FTAI AVIATION LTD

-0.45%

Shares1.1K

Event2026-06-30

Filed2026-07-20

FTEC

FIDELITY MSCI INFORMATION TECH

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

NRG

NRG ENERGY INC NEW

-0.60%

Shares2.0K

Event2026-06-30

Filed2026-07-20

PEG

PUBLIC SERVICE ENTERPRISE GROU

-1.16%

Shares3.6K

Event2026-06-30

Filed2026-07-20

CTRE

CARETRUST REIT INC

New

Shares7.0K

Event2026-06-30

Filed2026-07-20

AMCOR PLC

20.46%

Shares6.5K

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

New

Shares662

Event2026-06-30

Filed2026-07-20

BIPC

BROOKFIELD INFRASTRUCTURE CORP

New

Shares7.0K

Event2026-06-30

Filed2026-07-20

JACOBS SOLUTIONS INC

-0.62%

Shares2.1K

Event2026-06-30

Filed2026-07-20

FREEPORT-MCMORAN INC CL B

0.24%

Shares4.2K

Event2026-06-30

Filed2026-07-20

VBK

VANGUARD SMALL-CAP GROWTH INDE

0.00%

Shares715

Event2026-06-30

Filed2026-07-20

OKE

ONEOK INC

-1.03%

Shares3.0K

Event2026-06-30

Filed2026-07-20

SJM

SMUCKER J M CO NEW

-0.43%

Shares2.3K

Event2026-06-30

Filed2026-07-20

SAP

SAP SE SP ADR

0.91%

Shares1.7K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

New

Shares237

Event2026-06-30

Filed2026-07-20

BEPC

BROOKFIELD RENEWABLE CORP CL A

New

Shares6.8K

Event2026-06-30

Filed2026-07-20

HEFA

ISHARES CURRENCY HEDGED MSCI E

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-20

GIL

GILDAN ACTIVEWEAR INC

17.85%

Shares4.8K

Event2026-06-30

Filed2026-07-20

HARTFORD MUTUAL FUNDS II INC S

New

Shares7.9K

Event2026-06-30

Filed2026-07-20

FIDELITY GROWTH DISCOVERY

New

Shares3.0K

Event2026-06-30

Filed2026-07-20

USMV

ISHARES MSCI USA MIN VOL FACTO

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

FIRST CITIZENS BANCSHARES INC

New

Shares9.0K

Event2026-06-30

Filed2026-07-20

ILMN

ILLUMINA INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

BANK NEW YORK MELLON CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-20

COLGATE PALMOLIVE CO

-4.96%

Shares2.5K

Event2026-06-30

Filed2026-07-20

VANGUARD SMALL-CAP INDEX FUND

New

Shares745

Event2026-06-30

Filed2026-07-20

TOKYO ELECTRON LTD ADR

New

Shares925

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB U.S. LARGE-CAP ETF

New

Shares7.5K

Event2026-06-30

Filed2026-07-20

BARRICK MINING CORP

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-20

ONEQ

FIDELITY NASDAQ COMPOSITE INDE

-15.90%

Shares2.1K

Event2026-06-30

Filed2026-07-20

HQH

ABRDN HEALTHCARE INVESTORS SH

New

Shares9.7K

Event2026-06-30

Filed2026-07-20

SPDR SERIES TRUST STATE STREET

New

Shares2.4K

Event2026-06-30

Filed2026-07-20

INTU

INTUIT

-7.88%

Shares807

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

New

Shares500

Event2026-06-30

Filed2026-07-20

BBJP

JPMORGAN BETABUILDERS JAPAN ET

New

Shares2.8K

Event2026-06-30

Filed2026-07-20

EOG

EOG RESOURCES INC

-1.18%

Shares1.6K

Event2026-06-30

Filed2026-07-20

IWV

ISHARES RUSSELL 3000 ETF

New

Shares482

Event2026-06-30

Filed2026-07-20

VANGUARD MA TAX EXEMPT FUND

0.00%

Shares15.7K

Event2026-06-30

Filed2026-07-20

BLACKROCK FUNDS IV SYSTAMT MLT

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-20

FEDERATED HERMES EQUITY FUNDS

0.00%

Shares17.2K

Event2026-06-30

Filed2026-07-20

BLACKROCK MGD FUND INST

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-20

PRQR

PROQR THRAPEUTICS NV EURO

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-20

ELTX

ELICIO THERAPEUTICS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-20

SEARCHLIGHT MINERALS CORP NEW

0.00%

Shares27.0K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available