Sponsored

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

Currently, MOODY LYNN LIEBERSON & WALKER, LLC holds 250 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in GEV (+13.2K shares, valued at $11.5M), CVX (+30.3K shares, valued at $6.3M), N/A (+22.7K shares, valued at $4.5M); decreased their positions in ABT (-63.1K shares, valued at $6.5M), NOW (-59.8K shares, valued at $6.3M), N/A (-51.3K shares, valued at $5.9M); initiated new positions in N/A (+22.7K shares, valued at $4.5M), BHP (+38.9K shares, valued at $2.8M), EWJ (+6.6K shares, valued at $558.9K).

1M P&L

+24.8M+1.86%

3M P&L

+24.4M+1.83%

HY P&L

+58.9M+4.53%

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 - General172.2M

12.9%

2N/A125.0M

9.3%

3Semiconductors119.5M

8.9%

Top Industries by Stock Count

1N/A36 stocks

18.0%

2Aerospace & Defense9 stocks

4.5%

3Software - Application8 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC CAP STOCK CL A ALPHABET INC CAP STOCK CL A400.8K shares-0.06%2026-03-312026-04-13

NVDA NVIDIA CORPORATION642.6K shares-0.86%2026-03-312026-04-13

BROADCOM INC BROADCOM INC323.3K shares-1.53%2026-03-312026-04-13

LLY LILLY ELI & CO83.4K shares-0.24%2026-03-312026-04-13

GLD SPDR GOLD SHARES173.1K shares-6.88%2026-03-312026-04-13

MSFT MICROSOFT CORP195.3K shares0.73%2026-03-312026-04-13

AAPL APPLE INC278.6K shares-0.20%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO201.5K shares-3.83%2026-03-312026-04-13

Sponsored

AMZN AMAZON.COM INC245.1K shares0.96%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC CL B NE BERKSHIRE HATHAWAY INC CL B NE100.3K shares2.56%2026-03-312026-04-13

GEV GE VERNOVA INC50.6K shares35.37%2026-03-312026-04-13

WM WASTE MANAGEMENT INC DEL188.2K shares1.08%2026-03-312026-04-13

MS MORGAN STANLEY249.4K shares-4.93%2026-03-312026-04-13

MA MASTERCARD INCORPORATED CL A79.8K shares0.19%2026-03-312026-04-13

ABBV ABBVIE INC176.3K shares-8.40%2026-03-312026-04-13

LINDE PLC LINDE PLC71.6K shares8.07%2026-03-312026-04-13

Sponsored

JNJ JOHNSON & JOHNSON126.6K shares3.45%2026-03-312026-04-13

NFLX NETFLIX INC299.2K shares-13.69%2026-03-312026-04-13

SYK STRYKER CORPORATION85.8K shares2.12%2026-03-312026-04-13

BLACKSTONE INC BLACKSTONE INC227.4K shares-18.40%2026-03-312026-04-13

VRTX VERTEX PHARMACEUTICALS INC57.6K shares4.82%2026-03-312026-04-13

CVX CHEVRON CORP121.8K shares33.09%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC64.8K shares-20.11%2026-03-312026-04-13

HD HOME DEPOT INC68.0K shares-1.03%2026-03-312026-04-13

Sponsored

ABT ABBOTT LABORATORIES206.6K shares-23.41%2026-03-312026-04-13

TMO THERMO FISHER SCIENTIFIC INC42.5K shares3.77%2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP29.1K shares17.30%2026-03-312026-04-13

KO COCA-COLA CO257.9K shares9.65%2026-03-312026-04-13

XOM EXXON MOBIL CORP102.2K shares20.15%2026-03-312026-04-13

SO SOUTHERN CO178.2K shares4.61%2026-03-312026-04-13

GILD GILEAD SCIENCES INC119.3K shares22.57%2026-03-312026-04-13

HITACHI LTD ADR 2 HITACHI LTD ADR 2570.1K shares5.96%2026-03-312026-04-13

Sponsored

PEP PEPSICO INC104.9K shares27.04%2026-03-312026-04-13

WFC WELLS FARGO CO196.5K shares4.82%2026-03-312026-04-13

FERGUSON ENTERPRISES INC COMMO FERGUSON ENTERPRISES INC COMMO66.6K shares-10.94%2026-03-312026-04-13

UNP UNION PACIFIC CORP61.2K shares27.44%2026-03-312026-04-13

ALPHABET INC CAP STOCK CL C ALPHABET INC CAP STOCK CL C48.6K shares-6.24%2026-03-312026-04-13

V VISA INC CL A37.9K shares-1.65%2026-03-312026-04-13

MCD MCDONALDS CORP36.8K shares0.08%2026-03-312026-04-13

SPY STATE STREET SPDR S&P 500 ETF17.5K shares-13.83%2026-03-312026-04-13

Sponsored

GENERAL ELECTRIC CO NEW GENERAL ELECTRIC CO NEW34.0K shares-0.84%2026-03-312026-04-13

NOW SERVICENOW INC88.4K shares-40.38%2026-03-312026-04-13

RTX RTX CORPORATION COM45.8K shares-1.95%2026-03-312026-04-13

MDLZ MONDELEZ INTL INC CL A138.8K shares60.75%2026-03-312026-04-13

PG PROCTER AND GAMBLE CO46.5K shares-0.82%2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC7.6K shares-3.99%2026-03-312026-04-13

TXN TEXAS INSTRUMENTS INC31.2K shares4.05%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC49.8K shares10.49%2026-03-312026-04-13

Sponsored

BLDR BUILDERS FIRSTSOURCE INC72.2K shares73.89%2026-03-312026-04-13

VTI VANGUARD TOTAL STOCK MARKET IN18.0K shares1.00%2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC35.3K shares47.15%2026-03-312026-04-13

LHX L3HARRIS TECHNOLOGIES INC15.2K shares-5.16%2026-03-312026-04-13

ASTRAZENECA PLC ASTRAZENECA PLC22.7K sharesnew addition2026-03-312026-04-13

AMGN AMGEN INC12.4K shares-5.28%2026-03-312026-04-13

NVS NOVARTIS AG SP ADR28.3K shares-3.54%2026-03-312026-04-13

APH AMPHENOL CORP CL A34.0K shares-2.63%2026-03-312026-04-13

Sponsored

AEP AMERICAN ELECTRIC POWER CO INC32.3K shares1368.79%2026-03-312026-04-13

ITA ISHARES U.S. AEROSPACE & DEFEN19.1K shares-4.95%2026-03-312026-04-13

IDXX IDEXX LABORATORIES INC7.3K shares-0.07%2026-03-312026-04-13

CTRA COTERRA ENERGY INC105.3K shares0.00%2026-03-312026-04-13

ADP AUTOMATIC DATA PROCESSING INC18.2K shares-0.57%2026-03-312026-04-13

ARISTA NETWORKS INC ARISTA NETWORKS INC29.8K shares-50.23%2026-03-312026-04-13

ISRG INTUITIVE SURGICAL INC NEW7.4K shares-0.08%2026-03-312026-04-13

EXR EXTRA SPACE STORAGE INC25.7K shares-1.10%2026-03-312026-04-13

Sponsored

IWO ISHARES RUSSELL 2000 GROWTH ET10.3K shares0.00%2026-03-312026-04-13

HWM HOWMET AEROSPACE INC13.9K shares36.36%2026-03-312026-04-13

ORLY OREILLY AUTOMOTIVE INC32.7K shares-44.89%2026-03-312026-04-13

PWR QUANTA SERVICES INC5.4K shares-5.93%2026-03-312026-04-13

CHD CHURCH & DWIGHT CO INC30.6K shares9.71%2026-03-312026-04-13

VANGUARD INDEX FUNDS 500 INDEX VANGUARD INDEX FUNDS 500 INDEX4.7K shares3.45%2026-03-312026-04-13

CSCO CISCO SYSTEMS INC36.7K shares-0.67%2026-03-312026-04-13

SHW SHERWIN WILLIAMS CO8.8K shares-28.85%2026-03-312026-04-13

Sponsored

BHP BHP GROUP LTD SP ADS38.9K sharesnew addition2026-03-312026-04-13

IBB ISHARES BIOTECHNOLOGY FUND15.4K shares-2.56%2026-03-312026-04-13

IWF ISHARES RUSSELL 1000 GROWTH ET5.9K shares-6.01%2026-03-312026-04-13

PH PARKER-HANNIFIN CORP2.7K shares-0.07%2026-03-312026-04-13

DE DEERE & CO4.3K shares612.71%2026-03-312026-04-13

REGN REGENERON PHARMACEUTICALS3.1K shares-7.19%2026-03-312026-04-13

XBI SPDR S&P BIOTECH ETF18.2K shares-3.05%2026-03-312026-04-13

WPM WHEATON PRECIOUS METALS CORP16.9K shares-3.34%2026-03-312026-04-13

Sponsored

META META PLATFORMS INC CL A3.7K shares-5.87%2026-03-312026-04-13

MAR MARRIOTT INTL INC CL A6.3K shares21.70%2026-03-312026-04-13

ITW ILLINOIS TOOL WORKS INC7.3K shares0.14%2026-03-312026-04-13

INVESCO S&P 500 EQUAL WEIGHT E INVESCO S&P 500 EQUAL WEIGHT E9.5K shares4.87%2026-03-312026-04-13

WMT WAL-MART INC14.3K shares0.15%2026-03-312026-04-13

TJX TJX COS INC11.1K shares33.00%2026-03-312026-04-13

ROL ROLLINS INC32.2K shares-0.07%2026-03-312026-04-13

GWW GRAINGER W W INC1.6K shares0.00%2026-03-312026-04-13

Sponsored

MDY STATE STR SPDR S&P MIDCAP 4002.7K shares0.00%2026-03-312026-04-13

RSG REPUBLIC SERVICES INC7.6K shares0.24%2026-03-312026-04-13

DIA STATE STR SPDR DOW JONES INDL3.5K shares0.00%2026-03-312026-04-13

CRH PLC CRH PLC14.6K shares11.36%2026-03-312026-04-13

IRM IRON MOUNTAIN INC14.1K shares0.15%2026-03-312026-04-13

HEI HEICO CORP5.1K shares-57.83%2026-03-312026-04-13

ACCENTURE PLC IRELAND CLASS A ACCENTURE PLC IRELAND CLASS A6.9K shares-2.84%2026-03-312026-04-13

COST COSTCO WHOLESALE CORP1.4K shares1.26%2026-03-312026-04-13

Sponsored

EBC EASTERN BANKSHARES INC68.3K shares0.00%2026-03-312026-04-13

CW CURTISS WRIGHT CORP2.0K shares-2.69%2026-03-312026-04-13

IWM ISHARES RUSSELL 2000 ETF5.2K shares1.43%2026-03-312026-04-13

ORCL ORACLE CORP8.5K shares-3.95%2026-03-312026-04-13

OLD WESTBURY FUNDS INC LARGE C OLD WESTBURY FUNDS INC LARGE C62.4K shares0.00%2026-03-312026-04-13

TTWO TAKE-TWO INTERACTIVE SOFTWARE6.0K shares2.54%2026-03-312026-04-13

TT TRANE TECHNOLOGIES PLC2.7K shares0.40%2026-03-312026-04-13

VIG VANGUARD DIVIDEND APPRECIATION5.3K shares0.00%2026-03-312026-04-13

Sponsored

CBT CABOT CORP15.0K shares0.00%2026-03-312026-04-13

BLACKROCK INC BLACKROCK INC1.2K shares-1.27%2026-03-312026-04-13

EFA ISHARES MSCI EAFE ETF11.5K shares-33.89%2026-03-312026-04-13

VLO VALERO ENERGY CORP4.5K shares0.00%2026-03-312026-04-13

AEM AGNICO EAGLE MINES LTD5.4K shares-3.26%2026-03-312026-04-13

IVW ISHARES S&P 500 GROWTH ETF9.7K shares0.00%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO3.6K shares-77.12%2026-03-312026-04-13

PSA PUBLIC STORAGE4.0K shares0.00%2026-03-312026-04-13

Sponsored

ASML ASML HOLDING NV NY REGISTRY789 shares-14.05%2026-03-312026-04-13

MO ALTRIA GROUP INC15.8K shares-0.45%2026-03-312026-04-13

MTD METTLER TOLEDO INTERNATIONAL802 shares0.00%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC CL A6.7K shares6.75%2026-03-312026-04-13

LAM RESEARCH CORP NEW LAM RESEARCH CORP NEW4.4K shares-6.98%2026-03-312026-04-13

IJH ISHARES S&P MIDCAP FUND13.9K shares0.00%2026-03-312026-04-13

PFE PFIZER INC33.2K shares24.58%2026-03-312026-04-13

YUM YUM BRANDS INC5.9K shares-0.19%2026-03-312026-04-13

Sponsored

XLV HEALTH CARE SELECT SECTOR SPDR6.2K shares0.00%2026-03-312026-04-13

PRINCIPAL FUNDS INC MID CAP FU PRINCIPAL FUNDS INC MID CAP FU23.7K shares0.00%2026-03-312026-04-13

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF1.5K shares-0.93%2026-03-312026-04-13

DIS DISNEY WALT CO9.3K shares-3.56%2026-03-312026-04-13

CMC COMMERCIAL METALS CO14.4K shares0.00%2026-03-312026-04-13

CRM SALESFORCE INC4.5K shares-1.57%2026-03-312026-04-13

AXON AXON ENTERPRISE INC2.0K shares-0.05%2026-03-312026-04-13

GDX VANECK GOLD MINERS ETF9.0K shares-1.10%2026-03-312026-04-13

Sponsored

HON HONEYWELL INTL INC3.5K shares-18.47%2026-03-312026-04-13

FIDELITY TR 500 INDEX FUND FIDELITY TR 500 INDEX FUND3.5K shares25.41%2026-03-312026-04-13

OTIS OTIS WORLDWIDE CORP10.2K shares-2.07%2026-03-312026-04-13

IWR ISHARES RUSSELL MID-CAP ETF8.0K shares0.00%2026-03-312026-04-13

WMB WILLIAMS COS INC10.6K shares0.00%2026-03-312026-04-13

SBUX STARBUCKS CORP8.3K shares-0.29%2026-03-312026-04-13

DELAWARE EQUITY FUNDS V SMALL DELAWARE EQUITY FUNDS V SMALL24.3K shares0.00%2026-03-312026-04-13

VRT VERTIV HOLDINGS CO CL A2.9K shares0.00%2026-03-312026-04-13

Sponsored

IJR ISHARES S&P SMALL-CAP FUND5.9K shares-0.68%2026-03-312026-04-13

GLW CORNING INC5.3K shares0.70%2026-03-312026-04-13

ICE INTERCONTINENTAL EXCHANGE INC4.6K shares-2.25%2026-03-312026-04-13

MSCI MSCI INC1.3K shares0.00%2026-03-312026-04-13

NEE NEXTERA ENERGY INC7.7K shares-0.18%2026-03-312026-04-13

DHR DANAHER CORPORATION3.8K shares47.33%2026-03-312026-04-13

ADI ANALOG DEVICES INC2.2K shares-0.49%2026-03-312026-04-13

BAC BANK OF AMERICA CORP14.5K shares-40.36%2026-03-312026-04-13

Sponsored

TDG TRANSDIGM GROUP INC608 shares-0.16%2026-03-312026-04-13

AMT AMERICAN TOWER CORP4.1K shares0.20%2026-03-312026-04-13

VO VANGUARD MID-CAP INDEX FUND2.5K shares0.74%2026-03-312026-04-13

PFGC PERFORMANCE FOOD GROUP CO8.2K shares29.34%2026-03-312026-04-13

COP CONOCOPHILLIPS5.3K shares18.61%2026-03-312026-04-13

TXNM TXNM ENERGY INC COM11.8K shares-0.17%2026-03-312026-04-13

LNG CHENIERE ENERGY INC NEW2.4K shares-1.03%2026-03-312026-04-13

OLD WESTBURY FUNDS INC ALL CAP OLD WESTBURY FUNDS INC ALL CAP27.5K shares0.00%2026-03-312026-04-13

Sponsored

DOV DOVER CORP3.2K shares0.82%2026-03-312026-04-13

CB CHUBB LIMITED2.0K shares0.29%2026-03-312026-04-13

FIDELITY ASSET MGR FIDELITY ASSET MGR38.6K shares0.00%2026-03-312026-04-13

EPD ENTERPRISE PRODUCTS PARTNERS L17.3K shares0.00%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP1.1K shares18.40%2026-03-312026-04-13

PKG PACKAGING CORP AMERICA3.0K shares0.27%2026-03-312026-04-13

NEW PERSPECTIVE FUND INC NEW PERSPECTIVE FUND INC9.4K shares0.00%2026-03-312026-04-13

CRWD CROWDSTRIKE HOLDINGS INC CL A1.6K shares-80.04%2026-03-312026-04-13

Sponsored

IBM INTL BUSINESS MACHINES2.5K shares-0.40%2026-03-312026-04-13

EMR EMERSON ELECTRIC CO4.6K shares0.00%2026-03-312026-04-13

TRV TRAVELERS COMPANIES INC2.1K shares0.15%2026-03-312026-04-13

BJ BJS WHSL CLUB HOLDINGS INC6.1K shares-0.18%2026-03-312026-04-13

FIDELITY CONTRAFUND FIDELITY CONTRAFUND25.7K shares75.04%2026-03-312026-04-13

SSNC SS&C TECHNOLOGIES HOLDINGS INC8.7K shares-0.19%2026-03-312026-04-13

SNA SNAP ON INC1.6K shares0.00%2026-03-312026-04-13

ARTISAN PARTNERS FUNDS INC INT ARTISAN PARTNERS FUNDS INC INT10.8K shares0.00%2026-03-312026-04-13

Sponsored

WRB BERKLEY W R CORP8.6K shares-23.82%2026-03-312026-04-13

NESTLE SA SP ADR NESTLE SA SP ADR5.7K shares-2.27%2026-03-312026-04-13

EWJ ISHARES MSCI JAPAN ETF6.6K sharesnew addition2026-03-312026-04-13

WSO WATSCO INC1.5K shares0.00%2026-03-312026-04-13

NKE NIKE INC CL B10.0K shares0.05%2026-03-312026-04-13

SHOP SHOPIFY INC CL A4.4K shares-86.61%2026-03-312026-04-13

IVV ISHARES CORE S&P 500 ETF782 shares3.71%2026-03-312026-04-13

VEA VANGUARD FTSE DEVELOPED MARKET7.9K shares1.42%2026-03-312026-04-13

Sponsored

DVY ISHARES SELECT DIVIDEND ETF3.3K shares-1.48%2026-03-312026-04-13

VANGUARD STAR FUNDS TL INT STO VANGUARD STAR FUNDS TL INT STO12.1K shares47.85%2026-03-312026-04-13

SCHWAB CAPITAL TRUST S&P 500ID SCHWAB CAPITAL TRUST S&P 500ID28.1K shares0.00%2026-03-312026-04-13

SPG SIMON PROPERTY GROUP INC2.5K shares0.00%2026-03-312026-04-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.0K shares-0.57%2026-03-312026-04-13

BLACKSTONE REIT INC CL I BLACKSTONE REIT INC CL I32.4K shares0.00%2026-03-312026-04-13

SPOTIFY TECHNOLOGY SA SPOTIFY TECHNOLOGY SA905 shares0.00%2026-03-312026-04-13

VEU VANGUARD FTSE ALL-WORLD EX US5.7K shares0.00%2026-03-312026-04-13

Sponsored

PNC PNC FINANCIAL SERVICES GROUP I2.0K shares1.61%2026-03-312026-04-13

VWO VANGUARD FTSE EMERGING MARKETS7.7K shares-29.19%2026-03-312026-04-13

IVE ISHARES S&P 500 VALUE ETF1.9K shares-9.47%2026-03-312026-04-13

ALL ALLSTATE CORP1.9K shares0.00%2026-03-312026-04-13

ADBE ADOBE SYSTEMS INCORPORATED1.6K shares-4.12%2026-03-312026-04-13

GNRC GENERAC HOLDINGS INC2.0K sharesnew addition2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC7.8K shares3.50%2026-03-312026-04-13

INTC INTEL CORP8.8K shares-2.30%2026-03-312026-04-13

Sponsored

INTU INTUIT876 shares-21.79%2026-03-312026-04-13

L LOEWS CORP3.5K shares-2.51%2026-03-312026-04-13

FIDELITY CONTRAFUND NEW INSIGH FIDELITY CONTRAFUND NEW INSIGH8.1K shares0.00%2026-03-312026-04-13

INVESCO QQQ TRUST INVESCO QQQ TRUST643 shares0.00%2026-03-312026-04-13

EPI WISDOMTREE INDIA EARNINGS FUND9.1K shares0.00%2026-03-312026-04-13

USB US BANCORP DEL7.1K shares2.17%2026-03-312026-04-13

LPLA LPL FINANCIAL HOLDINGS INC1.2K shares-0.25%2026-03-312026-04-13

DINO HF SINCLAIR CORP5.8K shares0.00%2026-03-312026-04-13

Sponsored

D DOMINION ENERGY INC5.6K shares1.33%2026-03-312026-04-13

NSC NORFOLK SOUTHERN CORP1.2K shares0.00%2026-03-312026-04-13

BN BROOKFIELD CORP CL A8.4K shares9.79%2026-03-312026-04-13

WAT WATERS CORP1.1K shares2.15%2026-03-312026-04-13

PLD PROLOGIS INC2.5K shares0.86%2026-03-312026-04-13

MKC MCCORMICK & CO INC NON VTG6.4K shares2.02%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC1.9K shares1.36%2026-03-312026-04-13

IWD ISHARES RUSSELL 1000 VALUE ETF1.5K shares3.11%2026-03-312026-04-13

Sponsored

FIDELITY SECS FUND OTC PORTFOL FIDELITY SECS FUND OTC PORTFOL13.2K sharesnew addition2026-03-312026-04-13

ECL ECOLAB INC1.2K shares1.95%2026-03-312026-04-13

HARRIS ASSOC INV TR OAKMRK SLT HARRIS ASSOC INV TR OAKMRK SLT3.6K shares0.00%2026-03-312026-04-13

NRG NRG ENERGY INC NEW2.0K shares-0.05%2026-03-312026-04-13

PEG PUBLIC SERVICE ENTERPRISE GROU3.6K shares-0.58%2026-03-312026-04-13

HARBOR FUNDS CAP APPREC INST HARBOR FUNDS CAP APPREC INST2.8K shares0.00%2026-03-312026-04-13

MRP MILLROSE PROPERTIES INC CL A10.3K shares0.00%2026-03-312026-04-13

HARDING LOEVNER FUNDS INC INTL HARDING LOEVNER FUNDS INC INTL10.3K shares0.00%2026-03-312026-04-13

Sponsored

SAP SAP SE SP ADR1.6K shares-8.53%2026-03-312026-04-13

OKE ONEOK INC3.0K shares0.00%2026-03-312026-04-13

FTAI AVIATION LTD FTAI AVIATION LTD1.1K shares-30.06%2026-03-312026-04-13

CMI CUMMINS INC502 shares6.36%2026-03-312026-04-13

HBAN HUNTINGTON BANCSHARES INC17.2K sharesnew addition2026-03-312026-04-13

J JACOBS SOLUTIONS INC2.1K shares-0.09%2026-03-312026-04-13

TRP TC ENERGY CORP4.3K shares0.00%2026-03-312026-04-13

BROS DUTCH BROTHERS INC CL A5.2K shares-0.79%2026-03-312026-04-13

Sponsored

INDA ISHARES MSCI INDIA ETF5.6K sharesnew addition2026-03-312026-04-13

ABBNY ABB LTD SP ADR3.2K shares2.77%2026-03-312026-04-13

MU MICRON TECHNOLOGY INC728 shares0.00%2026-03-312026-04-13

FCX FREEPORT-MCMORAN INC CL B4.2K shares1.14%2026-03-312026-04-13

BARRICK MINING CORP BARRICK MINING CORP6.0K shares0.00%2026-03-312026-04-13

EOG EOG RESOURCES INC1.6K sharesnew addition2026-03-312026-04-13

OLD WESTBURY FUNDS INC SML MID OLD WESTBURY FUNDS INC SML MID13.1K shares-30.73%2026-03-312026-04-13

GIL GILDAN ACTIVEWEAR INC4.1K shares1.52%2026-03-312026-04-13

Sponsored

HEFA ISHARES CURRENCY HEDGED MSCI E5.3K shares0.00%2026-03-312026-04-13

USMV ISHARES MSCI USA MIN VOL FACTO2.4K shares0.00%2026-03-312026-04-13

CHKP CHECK POINT SOFTWARE TECH LTD1.6K shares0.00%2026-03-312026-04-13

CL COLGATE PALMOLIVE CO2.6K shares0.00%2026-03-312026-04-13

SJM SMUCKER J M CO NEW2.3K shares0.00%2026-03-312026-04-13

VBK VANGUARD SMALL-CAP GROWTH INDE715 shares0.00%2026-03-312026-04-13

AMCOR PLC AMCOR PLC5.4K sharesnew addition2026-03-312026-04-13

CTSH COGNIZANT TECHNOLOGY SOLUTIONS3.5K shares0.20%2026-03-312026-04-13

Sponsored

FTEC FIDELITY MSCI INFORMATION TECH1.0K shares0.00%2026-03-312026-04-13

ONEQ FIDELITY NASDAQ COMPOSITE INDE2.5K shares0.00%2026-03-312026-04-13

ENTG ENTEGRIS INC1.7K sharesnew addition2026-03-312026-04-13

BLACKROCK FUNDS IV SYSTAMT MLT BLACKROCK FUNDS IV SYSTAMT MLT15.0K shares0.00%2026-03-312026-04-13

VANGUARD MA TAX EXEMPT FUND VANGUARD MA TAX EXEMPT FUND15.7K shares0.00%2026-03-312026-04-13

ELTX ELICIO THERAPEUTICS INC10.0K shares0.00%2026-03-312026-04-13

BLACKROCK MGD FUND INST BLACKROCK MGD FUND INST11.0K shares0.00%2026-03-312026-04-13

FEDERATED HERMES EQUITY FUNDS FEDERATED HERMES EQUITY FUNDS17.2K shares-16.37%2026-03-312026-04-13

Sponsored

PRQR PROQR THRAPEUTICS NV EURO25.0K shares0.00%2026-03-312026-04-13

SEARCHLIGHT MINERALS CORP NEW SEARCHLIGHT MINERALS CORP NEW27.0K shares0.00%2026-03-312026-04-13

ALPHABET INC CAP STOCK CL A

-0.06%

Shares400.8K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-0.86%

Shares642.6K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

-1.53%

Shares323.3K

Event2026-03-31

Filed2026-04-13

LLY

LILLY ELI & CO

-0.24%

Shares83.4K

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD SHARES

-6.88%

Shares173.1K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

0.73%

Shares195.3K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-0.20%

Shares278.6K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

-3.83%

Shares201.5K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON.COM INC

0.96%

Shares245.1K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC CL B NE

2.56%

Shares100.3K

Event2026-03-31

Filed2026-04-13

GEV

GE VERNOVA INC

35.37%

Shares50.6K

Event2026-03-31

Filed2026-04-13

WASTE MANAGEMENT INC DEL

1.08%

Shares188.2K

Event2026-03-31

Filed2026-04-13

MORGAN STANLEY

-4.93%

Shares249.4K

Event2026-03-31

Filed2026-04-13

MASTERCARD INCORPORATED CL A

0.19%

Shares79.8K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

-8.40%

Shares176.3K

Event2026-03-31

Filed2026-04-13

LINDE PLC

8.07%

Shares71.6K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

3.45%

Shares126.6K

Event2026-03-31

Filed2026-04-13

NFLX

NETFLIX INC

-13.69%

Shares299.2K

Event2026-03-31

Filed2026-04-13

SYK

STRYKER CORPORATION

2.12%

Shares85.8K

Event2026-03-31

Filed2026-04-13

BLACKSTONE INC

-18.40%

Shares227.4K

Event2026-03-31

Filed2026-04-13

VRTX

VERTEX PHARMACEUTICALS INC

4.82%

Shares57.6K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORP

33.09%

Shares121.8K

Event2026-03-31

Filed2026-04-13

EATON CORP PLC

-20.11%

Shares64.8K

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

-1.03%

Shares68.0K

Event2026-03-31

Filed2026-04-13

ABT

ABBOTT LABORATORIES

-23.41%

Shares206.6K

Event2026-03-31

Filed2026-04-13

TMO

THERMO FISHER SCIENTIFIC INC

3.77%

Shares42.5K

Event2026-03-31

Filed2026-04-13

NOC

NORTHROP GRUMMAN CORP

17.30%

Shares29.1K

Event2026-03-31

Filed2026-04-13

COCA-COLA CO

9.65%

Shares257.9K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

20.15%

Shares102.2K

Event2026-03-31

Filed2026-04-13

SOUTHERN CO

4.61%

Shares178.2K

Event2026-03-31

Filed2026-04-13

GILD

GILEAD SCIENCES INC

22.57%

Shares119.3K

Event2026-03-31

Filed2026-04-13

HITACHI LTD ADR 2

5.96%

Shares570.1K

Event2026-03-31

Filed2026-04-13

PEP

PEPSICO INC

27.04%

Shares104.9K

Event2026-03-31

Filed2026-04-13

WFC

WELLS FARGO CO

4.82%

Shares196.5K

Event2026-03-31

Filed2026-04-13

FERGUSON ENTERPRISES INC COMMO

-10.94%

Shares66.6K

Event2026-03-31

Filed2026-04-13

UNP

UNION PACIFIC CORP

27.44%

Shares61.2K

Event2026-03-31

Filed2026-04-13

ALPHABET INC CAP STOCK CL C

-6.24%

Shares48.6K

Event2026-03-31

Filed2026-04-13

VISA INC CL A

-1.65%

Shares37.9K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

0.08%

Shares36.8K

Event2026-03-31

Filed2026-04-13

SPY

STATE STREET SPDR S&P 500 ETF

-13.83%

Shares17.5K

Event2026-03-31

Filed2026-04-13

GENERAL ELECTRIC CO NEW

-0.84%

Shares34.0K

Event2026-03-31

Filed2026-04-13

NOW

SERVICENOW INC

-40.38%

Shares88.4K

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION COM

-1.95%

Shares45.8K

Event2026-03-31

Filed2026-04-13

MDLZ

MONDELEZ INTL INC CL A

60.75%

Shares138.8K

Event2026-03-31

Filed2026-04-13

PROCTER AND GAMBLE CO

-0.82%

Shares46.5K

Event2026-03-31

Filed2026-04-13

GOLDMAN SACHS GROUP INC

-3.99%

Shares7.6K

Event2026-03-31

Filed2026-04-13

TXN

TEXAS INSTRUMENTS INC

4.05%

Shares31.2K

Event2026-03-31

Filed2026-04-13

MERCK & CO INC

10.49%

Shares49.8K

Event2026-03-31

Filed2026-04-13

BLDR

BUILDERS FIRSTSOURCE INC

73.89%

Shares72.2K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD TOTAL STOCK MARKET IN

1.00%

Shares18.0K

Event2026-03-31

Filed2026-04-13

PANW

PALO ALTO NETWORKS INC

47.15%

Shares35.3K

Event2026-03-31

Filed2026-04-13

LHX

L3HARRIS TECHNOLOGIES INC

-5.16%

Shares15.2K

Event2026-03-31

Filed2026-04-13

ASTRAZENECA PLC

New

Shares22.7K

Event2026-03-31

Filed2026-04-13

AMGN

AMGEN INC

-5.28%

Shares12.4K

Event2026-03-31

Filed2026-04-13

NVS

NOVARTIS AG SP ADR

-3.54%

Shares28.3K

Event2026-03-31

Filed2026-04-13

APH

AMPHENOL CORP CL A

-2.63%

Shares34.0K

Event2026-03-31

Filed2026-04-13

AEP

AMERICAN ELECTRIC POWER CO INC

1368.79%

Shares32.3K

Event2026-03-31

Filed2026-04-13

ITA

ISHARES U.S. AEROSPACE & DEFEN

-4.95%

Shares19.1K

Event2026-03-31

Filed2026-04-13

IDXX

IDEXX LABORATORIES INC

-0.07%

Shares7.3K

Event2026-03-31

Filed2026-04-13

CTRA

COTERRA ENERGY INC

0.00%

Shares105.3K

Event2026-03-31

Filed2026-04-13

ADP

AUTOMATIC DATA PROCESSING INC

-0.57%

Shares18.2K

Event2026-03-31

Filed2026-04-13

ARISTA NETWORKS INC

-50.23%

Shares29.8K

Event2026-03-31

Filed2026-04-13

ISRG

INTUITIVE SURGICAL INC NEW

-0.08%

Shares7.4K

Event2026-03-31

Filed2026-04-13

EXR

EXTRA SPACE STORAGE INC

-1.10%

Shares25.7K

Event2026-03-31

Filed2026-04-13

IWO

ISHARES RUSSELL 2000 GROWTH ET

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-13

HWM

HOWMET AEROSPACE INC

36.36%

Shares13.9K

Event2026-03-31

Filed2026-04-13

ORLY

OREILLY AUTOMOTIVE INC

-44.89%

Shares32.7K

Event2026-03-31

Filed2026-04-13

PWR

QUANTA SERVICES INC

-5.93%

Shares5.4K

Event2026-03-31

Filed2026-04-13

CHD

CHURCH & DWIGHT CO INC

9.71%

Shares30.6K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FUNDS 500 INDEX

3.45%

Shares4.7K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYSTEMS INC

-0.67%

Shares36.7K

Event2026-03-31

Filed2026-04-13

SHW

SHERWIN WILLIAMS CO

-28.85%

Shares8.8K

Event2026-03-31

Filed2026-04-13

BHP

BHP GROUP LTD SP ADS

New

Shares38.9K

Event2026-03-31

Filed2026-04-13

IBB

ISHARES BIOTECHNOLOGY FUND

-2.56%

Shares15.4K

Event2026-03-31

Filed2026-04-13

IWF

ISHARES RUSSELL 1000 GROWTH ET

-6.01%

Shares5.9K

Event2026-03-31

Filed2026-04-13

PARKER-HANNIFIN CORP

-0.07%

Shares2.7K

Event2026-03-31

Filed2026-04-13

DEERE & CO

612.71%

Shares4.3K

Event2026-03-31

Filed2026-04-13

REGN

REGENERON PHARMACEUTICALS

-7.19%

Shares3.1K

Event2026-03-31

Filed2026-04-13

XBI

SPDR S&P BIOTECH ETF

-3.05%

Shares18.2K

Event2026-03-31

Filed2026-04-13

WPM

WHEATON PRECIOUS METALS CORP

-3.34%

Shares16.9K

Event2026-03-31

Filed2026-04-13