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The Analysis of M&T BANK CORP's Holdings & P&L

Currently, M&T BANK CORP holds 1741 types of securities in its portfolio with a total value $34.1B. In the most recent quarter, they have increased their positions in IWF (+9.1M shares, valued at $1.1B), MTB (+538.9K shares, valued at $128.3M), VGT (+902.6K shares, valued at $107.9M); decreased their positions in N/A (-17.9K shares, valued at $13.3M), N/A (-35.4K shares, valued at $13.1M), AAPL (-42.9K shares, valued at $12.4M); initiated new positions in N/A (+516.6K shares, valued at $70.1M), N/A (+123.0K shares, valued at $27.5M), N/A (+123.0K shares, valued at $27.2M).

1M P&L

+890.1M+3.39%

3M P&L

+566.6M+2.13%

HY P&L

-3.1B-10.18%

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/A12.2B

45.4%

2Semiconductors1.6B

5.9%

3Consumer Electronics1.3B

4.9%

Top Industries by Stock Count

1N/A277 stocks

17.6%

2Banks - Regional59 stocks

3.8%

3Software - Application43 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR11.7M shares345.23%2026-06-302026-08-04

ISHARES TR ISHARES TR14.1M shares6.54%2026-06-302026-08-04

AAPL APPLE INC4.6M shares-0.93%2026-06-302026-08-04

IWB ISHARES TR2.9M shares3.58%2026-06-302026-08-04

ISHARES TR ISHARES TR1.4M shares8.70%2026-06-302026-08-04

IWD ISHARES TR3.8M shares7.02%2026-06-302026-08-04

IEMG ISHARES INC9.6M shares2.89%2026-06-302026-08-04

MSFT MICROSOFT CORP2.0M shares-0.84%2026-06-302026-08-04

Sponsored

NVDA NVIDIA CORPORATION3.6M shares1.99%2026-06-302026-08-04

GOOG ALPHABET INC2.0M shares1.83%2026-06-302026-08-04

QUAL ISHARES TR3.1M shares7.35%2026-06-302026-08-04

IWM ISHARES TR2.2M shares6.68%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.8M shares1.02%2026-06-302026-08-04

BROADCOM INC BROADCOM INC1.5M shares1.48%2026-06-302026-08-04

IVW ISHARES TR3.9M shares-1.50%2026-06-302026-08-04

AMZN AMAZON COM INC2.1M shares0.37%2026-06-302026-08-04

Sponsored

VEA VANGUARD TAX-MANAGED FDS5.6M shares-0.69%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON1.5M shares0.06%2026-06-302026-08-04

VOO VANGUARD INDEX FDS533.5K shares11.82%2026-06-302026-08-04

GOOGL ALPHABET INC1.0M shares-1.29%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T455.2K shares-3.78%2026-06-302026-08-04

LLY ELI LILLY & CO261.9K shares8.87%2026-06-302026-08-04

BND VANGUARD BD INDEX FDS4.2M shares5.44%2026-06-302026-08-04

CISCO SYS INC CISCO SYS INC2.5M shares1.70%2026-06-302026-08-04

Sponsored

TSPA T ROWE PRICE EXCHANGE-TRADED5.9M shares4.15%2026-06-302026-08-04

MTB M & T BK CORP1.1M shares88.57%2026-06-302026-08-04

IWN ISHARES TR1.2M shares17.83%2026-06-302026-08-04

ABBVIE INC ABBVIE INC947.6K shares0.63%2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP1.7M shares-2.10%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC407.2K shares1.91%2026-06-302026-08-04

JMTG J P MORGAN EXCHANGE TRADED F4.5M shares35.08%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC294.6K shares0.46%2026-06-302026-08-04

Sponsored

CAT CATERPILLAR INC196.2K shares4.48%2026-06-302026-08-04

VGSH VANGUARD SCOTTSDALE FDS3.4M shares58.77%2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED388.6K shares-0.47%2026-06-302026-08-04

HD HOME DEPOT INC557.6K shares-0.56%2026-06-302026-08-04

BAC BANK OF AMER CORP3.3M shares3.83%2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION197.3K shares1.88%2026-06-302026-08-04

MRK MERCK & CO INC1.4M shares-1.31%2026-06-302026-08-04

PG PROCTER & GAMBLE CO1.2M shares0.35%2026-06-302026-08-04

Sponsored

IVE ISHARES TR768.6K shares-2.22%2026-06-302026-08-04

ADI ANALOG DEVICES INC417.9K shares1.35%2026-06-302026-08-04

EFA ISHARES TR1.6M shares-0.72%2026-06-302026-08-04

MS MORGAN STANLEY786.5K shares3.85%2026-06-302026-08-04

CVX CHEVRON CORPORATION968.0K shares1.49%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC333.5K shares1.47%2026-06-302026-08-04

CORTEVA INC CORTEVA INC1.8M shares-1.28%2026-06-302026-08-04

VWO VANGUARD INTL EQUITY INDEX F2.4M shares-1.52%2026-06-302026-08-04

Sponsored

QCOM QUALCOMM INC785.4K shares0.76%2026-06-302026-08-04

TSLA TESLA INC340.3K shares3.18%2026-06-302026-08-04

BLK BLACKROCK INC144.7K shares1.79%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL276.4K shares-0.97%2026-06-302026-08-04

PEP PEPSICO INC1.0M shares-1.08%2026-06-302026-08-04

IWO ISHARES TR344.6K shares-1.14%2026-06-302026-08-04

REET ISHARES TR4.9M shares3.35%2026-06-302026-08-04

IJR ISHARES TR870.0K shares-1.85%2026-06-302026-08-04

Sponsored

ORACLE CORP ORACLE CORP879.2K shares3.60%2026-06-302026-08-04

Q QNITY ELECTRONICS INC787.2K shares-1.13%2026-06-302026-08-04

UNP UNION PAC CORP470.9K shares1.85%2026-06-302026-08-04

VGT VANGUARD WORLD FD1.0M shares684.73%2026-06-302026-08-04

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC279.1K shares3.07%2026-06-302026-08-04

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION759.5K shares5.32%2026-06-302026-08-04

QQQ INVESCO QQQ TR150.3K shares7.34%2026-06-302026-08-04

IBM INTERNATIONAL BUSINESS MACHS387.3K shares1.96%2026-06-302026-08-04

Sponsored

RTX CORPORATION RTX CORPORATION567.8K shares9.59%2026-06-302026-08-04

PM PHILIP MORRIS INTL INC593.5K shares0.84%2026-06-302026-08-04

INTC INTEL CORP756.4K shares1.85%2026-06-302026-08-04

COP CONOCOPHILLIPS973.5K shares-1.33%2026-06-302026-08-04

KO COCA COLA CO1.2M shares0.47%2026-06-302026-08-04

EFV ISHARES TR1.2M shares3.59%2026-06-302026-08-04

APD AIR PRODUCTS AND CHEMICALS I322.5K shares1.83%2026-06-302026-08-04

IJH ISHARES TR1.2M shares-2.12%2026-06-302026-08-04

Sponsored

DE DEERE & CO147.5K shares3.71%2026-06-302026-08-04

VB VANGUARD INDEX FDS306.2K shares4.46%2026-06-302026-08-04

VISA INC VISA INC268.5K shares-2.46%2026-06-302026-08-04

AEP AMERICAN ELEC PWR CO INC672.9K shares4.44%2026-06-302026-08-04

LMT LOCKHEED MARTIN CORP180.3K shares1.35%2026-06-302026-08-04

HDV ISHARES TR3.3M shares406.10%2026-06-302026-08-04

IJT ISHARES TR503.6K shares14.17%2026-06-302026-08-04

MU MICRON TECHNOLOGY INC77.9K shares27.02%2026-06-302026-08-04

Sponsored

VLO VALERO ENERGY CORP337.6K shares2.87%2026-06-302026-08-04

VTV VANGUARD INDEX FDS402.6K shares2.47%2026-06-302026-08-04

SUSA ISHARES TR563.1K shares47.78%2026-06-302026-08-04

NEXTERA ENERGY INC NEXTERA ENERGY INC986.1K shares1.08%2026-06-302026-08-04

DHR DANAHER CORP DEL423.8K shares-1.60%2026-06-302026-08-04

MCD MCDONALDS CORP295.7K shares-1.05%2026-06-302026-08-04

PSX PHILLIPS 66470.8K shares-1.13%2026-06-302026-08-04

NVT NVENT ELEC PLC464.0K shares1.91%2026-06-302026-08-04

Sponsored

TXN TEXAS INSTRS INC259.0K shares4.09%2026-06-302026-08-04

GE GE AEROSPACE202.9K shares-6.13%2026-06-302026-08-04

DIS DISNEY WALT CO777.3K shares1.45%2026-06-302026-08-04

ABT ABBOTT LABORATORIES821.9K shares-3.87%2026-06-302026-08-04

IJS ISHARES TR544.2K shares-1.33%2026-06-302026-08-04

AMD ADVANCED MICRO DEVICES INC125.1K shares9.05%2026-06-302026-08-04

VUG VANGUARD INDEX FDS838.6K shares501.36%2026-06-302026-08-04

WMT WALMART INC620.3K shares-0.60%2026-06-302026-08-04

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC516.6K sharesnew addition2026-06-302026-08-04

EOG EOG RES INC531.2K shares1.72%2026-06-302026-08-04

TGT TARGET CORP526.6K shares3.01%2026-06-302026-08-04

ADP AUTOMATIC DATA PROCESSING IN294.7K shares-0.99%2026-06-302026-08-04

PFE PFIZER INC2.7M shares2.13%2026-06-302026-08-04

EFG ISHARES TR518.9K shares-5.42%2026-06-302026-08-04

VZ VERIZON COMMUNICATIONS INC1.5M shares3.43%2026-06-302026-08-04

TJX TJX COS INC NEW410.2K shares-0.75%2026-06-302026-08-04

Sponsored

EMR EMERSON ELEC CO425.2K shares0.06%2026-06-302026-08-04

MET METLIFE INC716.8K shares3.74%2026-06-302026-08-04

LOW LOWES COS INC271.8K shares-2.87%2026-06-302026-08-04

PANW PALO ALTO NETWORKS INC173.4K shares8.33%2026-06-302026-08-04

IXUS ISHARES TR616.6K shares-1.60%2026-06-302026-08-04

AMGN AMGEN INC162.1K shares-1.85%2026-06-302026-08-04

JPLD J P MORGAN EXCHANGE TRADED F1.1M shares68.58%2026-06-302026-08-04

ESGD ISHARES TR557.8K shares24.12%2026-06-302026-08-04

Sponsored

VLUE ISHARES TR282.2K shares-9.95%2026-06-302026-08-04

FLXR TCW ETF TRUST1.4M shares66.52%2026-06-302026-08-04

SHW SHERWIN WILLIAMS CO160.3K shares1.00%2026-06-302026-08-04

ISHARES TR ISHARES TR549.8K shares38.49%2026-06-302026-08-04

AXP AMERICAN EXPRESS CO160.2K shares1.08%2026-06-302026-08-04

KLAC KLA CORP178.9K shares935.74%2026-06-302026-08-04

SBUX STARBUCKS CORP526.4K shares2.82%2026-06-302026-08-04

BKNG BOOKING HOLDINGS INC300.5K shares2512.51%2026-06-302026-08-04

Sponsored

GEV GE VERNOVA INC44.8K shares2.47%2026-06-302026-08-04

EEM ISHARES TR707.4K shares-2.73%2026-06-302026-08-04

TMO THERMO FISHER SCIENTIFIC INC96.2K shares-0.61%2026-06-302026-08-04

VTEB VANGUARD MUN BD FDS926.4K shares16.28%2026-06-302026-08-04

LRCX LAM RESEARCH CORP107.1K shares5.07%2026-06-302026-08-04

DUK DUKE ENERGY CORP NEW362.7K shares2.23%2026-06-302026-08-04

IWR ISHARES TR412.8K shares0.12%2026-06-302026-08-04

TT TRANE TECHNOLOGIES PLC92.7K shares0.57%2026-06-302026-08-04

Sponsored

ESML ISHARES TR804.0K shares29.34%2026-06-302026-08-04

PVAL PUTNAM ETF TRUST878.6K shares110.12%2026-06-302026-08-04

IWP ISHARES TR304.0K shares-0.48%2026-06-302026-08-04

NSC NORFOLK SOUTHN CORP140.0K shares0.02%2026-06-302026-08-04

BMY BRISTOL-MYERS SQUIBB CO759.6K shares-1.58%2026-06-302026-08-04

EAGG ISHARES TR922.6K shares96.89%2026-06-302026-08-04

GLD SPDR GOLD TR117.7K shares15.95%2026-06-302026-08-04

DES WISDOMTREE TR1.0M shares1.30%2026-06-302026-08-04

Sponsored

VYM VANGUARD WHITEHALL FDS265.3K shares-5.93%2026-06-302026-08-04

VNQ VANGUARD INDEX FDS429.9K shares19.15%2026-06-302026-08-04

WASTE MGMT INC DEL WASTE MGMT INC DEL185.1K shares-2.10%2026-06-302026-08-04

PNC PNC FINL SVCS GROUP INC165.9K shares-1.79%2026-06-302026-08-04

M CO M CO248.6K shares-1.86%2026-06-302026-08-04

ORI OLD REP INTL CORP968.1K shares4.69%2026-06-302026-08-04

DVY ISHARES TR251.5K shares-0.91%2026-06-302026-08-04

MEDTRONIC PLC MEDTRONIC PLC502.1K shares3.16%2026-06-302026-08-04

Sponsored

VEU VANGUARD INTL EQUITY INDEX F465.7K shares36.81%2026-06-302026-08-04

MTUM ISHARES TR113.7K shares-0.18%2026-06-302026-08-04

GLW CORNING INC152.4K shares4.48%2026-06-302026-08-04

VONG VANGUARD SCOTTSDALE FDS303.5K shares104.70%2026-06-302026-08-04

CME CME GROUP INC175.2K shares0.76%2026-06-302026-08-04

ESGE ISHARES INC693.9K shares21.04%2026-06-302026-08-04

USB US BANCORP611.2K shares-1.40%2026-06-302026-08-04

EQIX EQUINIX INC35.4K shares7.75%2026-06-302026-08-04

Sponsored

DOC HEALTHPEAK PROPERTIES INC1.7M shares7.49%2026-06-302026-08-04

SHY ISHARES TR434.4K shares1.90%2026-06-302026-08-04

APH AMPHENOL CORP201.9K shares-7.99%2026-06-302026-08-04

ENB ENBRIDGE INC656.2K shares3.90%2026-06-302026-08-04

FDX FEDEX CORP112.7K shares0.18%2026-06-302026-08-04

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC45.8K shares6.46%2026-06-302026-08-04

MO ALTRIA GROUP INC483.5K shares0.99%2026-06-302026-08-04

AMT AMERICAN TOWER CORP212.5K shares3.44%2026-06-302026-08-04

Sponsored

VIG VANGUARD SPECIALIZED FUNDS140.1K shares0.60%2026-06-302026-08-04

VONV VANGUARD SCOTTSDALE FDS310.1K shares77.62%2026-06-302026-08-04

UBER UBER TECHNOLOGIES INC455.6K shares2.62%2026-06-302026-08-04

ICF ISHARES TR483.3K shares3.73%2026-06-302026-08-04

DOW DOW HLDGS INC1.2M shares-2.34%2026-06-302026-08-04

T AT&T INC1.6M shares1.12%2026-06-302026-08-04

UL UNILEVER PLC527.8K shares3.25%2026-06-302026-08-04

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC94.7K shares-1.38%2026-06-302026-08-04

Sponsored

VFH VANGUARD WORLD FD236.9K shares-2.54%2026-06-302026-08-04

ETN EATON CORP PLC72.3K shares-4.89%2026-06-302026-08-04

CMS CMS ENERGY CORP395.5K shares2.12%2026-06-302026-08-04

PH PARKER-HANNIFIN CORP30.9K shares-4.50%2026-06-302026-08-04

GS GOLDMAN SACHS GROUP INC29.5K shares5.14%2026-06-302026-08-04

CHUBB LIMITED CHUBB LIMITED86.2K shares-0.19%2026-06-302026-08-04

NVS NOVARTIS AG183.4K shares6.70%2026-06-302026-08-04

WFC WELLS FARGO & CO335.3K shares0.45%2026-06-302026-08-04

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC123.0K sharesnew addition2026-06-302026-08-04

DOV DOVER CORP122.0K shares0.20%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS73.8K shares-32.38%2026-06-302026-08-04

RF REGIONS FINANCIAL CORP NEW901.7K shares4.01%2026-06-302026-08-04

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC123.0K sharesnew addition2026-06-302026-08-04

PCAR PACCAR INC225.6K shares6.85%2026-06-302026-08-04

MUB ISHARES TR246.3K shares-7.40%2026-06-302026-08-04

BRK.A BERKSHIRE HATHAWAY INC DEL35 shares66.67%2026-06-302026-08-04

Sponsored

CMI CUMMINS INC36.4K shares-2.46%2026-06-302026-08-04

LIN LINDE PLC49.9K shares-5.79%2026-06-302026-08-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL26.8K shares-1.97%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.359.2K shares-11.51%2026-06-302026-08-04

VICI VICI PPTYS INC950.7K shares5.99%2026-06-302026-08-04

VHT VANGUARD WORLD FD83.9K shares0.84%2026-06-302026-08-04

XLK SELECT SECTOR SPDR TR131.1K shares8.36%2026-06-302026-08-04

VNQI VANGUARD INTL EQUITY INDEX F556.1K shares22.04%2026-06-302026-08-04

Sponsored

SCHH SCHWAB STRATEGIC TR1.0M shares0.16%2026-06-302026-08-04

ASML ASML HLDG NV12.5K shares10.87%2026-06-302026-08-04

IWS ISHARES TR150.7K shares-0.87%2026-06-302026-08-04

MRVL MARVELL TECHNOLOGY INC82.2K shares9.57%2026-06-302026-08-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND196.7K shares-0.95%2026-06-302026-08-04

ASTRAZENECA PLC ASTRAZENECA PLC129.2K shares4.01%2026-06-302026-08-04

COF CAPITAL ONE FINL CORP121.1K shares-0.42%2026-06-302026-08-04

CL COLGATE PALMOLIVE CO264.6K shares-0.57%2026-06-302026-08-04

Sponsored

IAU ISHARES GOLD TR319.1K shares31.85%2026-06-302026-08-04

MCO MOODYS CORP51.8K shares-2.34%2026-06-302026-08-04

ISRG INTUITIVE SURGICAL INC59.0K shares-2.38%2026-06-302026-08-04

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC200.9K shares-0.36%2026-06-302026-08-04

SNDK SANDISK CORP10.2K shares7.12%2026-06-302026-08-04

EPD ENTERPRISE PRODS PARTNERS L611.8K shares0.65%2026-06-302026-08-04

GILD GILEAD SCIENCES INC177.7K shares-1.79%2026-06-302026-08-04

ANET ARISTA NETWORKS INC131.2K shares11.61%2026-06-302026-08-04

Sponsored

IWY ISHARES TR76.3K shares-10.07%2026-06-302026-08-04

WELL WELLTOWER INC96.7K shares1.55%2026-06-302026-08-04

GVI ISHARES TR206.4K shares43.31%2026-06-302026-08-04

TTE TOTALENERGIES SE279.3K shares0.84%2026-06-302026-08-04

CRM SALESFORCE INC137.0K shares-3.88%2026-06-302026-08-04

VIS VANGUARD WORLD FD58.7K shares-3.39%2026-06-302026-08-04

CSX CSX CORP434.5K shares-1.60%2026-06-302026-08-04

DLR DIGITAL RLTY TR INC114.4K shares1.57%2026-06-302026-08-04

Sponsored

BIV VANGUARD BD INDEX FDS259.4K shares11.01%2026-06-302026-08-04

VCR VANGUARD WORLD FD49.8K shares-3.04%2026-06-302026-08-04

SNY SANOFI SA455.3K shares6.71%2026-06-302026-08-04

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.210.1K shares1.56%2026-06-302026-08-04

CARR CARRIER GLOBAL CORPORATION250.5K shares-3.27%2026-06-302026-08-04

SPYG SPDR SERIES TRUST153.1K shares15.07%2026-06-302026-08-04

C CITIGROUP INC129.2K shares1.06%2026-06-302026-08-04

MCK MCKESSON CORP23.7K shares-0.75%2026-06-302026-08-04

Sponsored

BSV VANGUARD BD INDEX FDS229.1K shares30.85%2026-06-302026-08-04

BA BOEING CO82.1K shares1.46%2026-06-302026-08-04

PLD PROLOGIS INC.131.1K shares4.06%2026-06-302026-08-04

SCHW SCHWAB CHARLES CORP191.7K shares-7.19%2026-06-302026-08-04

MDY STATE STR SPDR S&P MIDCAP 4025.0K shares-4.27%2026-06-302026-08-04

VRT VERTIV HOLDINGS CO51.1K shares27.53%2026-06-302026-08-04

IXN ISHARES TR117.7K shares-8.32%2026-06-302026-08-04

NUE NUCOR CORP75.4K shares-0.11%2026-06-302026-08-04

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ECL ECOLAB INC60.2K shares-5.63%2026-06-302026-08-04

SERVICENOW INC SERVICENOW INC168.4K shares-2.08%2026-06-302026-08-04

VT VANGUARD INTL EQUITY INDEX F106.4K shares-1.03%2026-06-302026-08-04

ADOBE INC ADOBE INC80.6K shares-3.29%2026-06-302026-08-04

VOX VANGUARD WORLD FD88.9K shares-3.16%2026-06-302026-08-04

KMB KIMBERLY-CLARK CORP148.1K shares-2.01%2026-06-302026-08-04

S&P GLOBAL INC S&P GLOBAL INC39.7K shares3.77%2026-06-302026-08-04

SOUTHERN CO SOUTHERN CO164.4K shares7.09%2026-06-302026-08-04

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OEF ISHARES TR42.6K shares-1.56%2026-06-302026-08-04

SHEL SHELL PLC199.9K shares0.73%2026-06-302026-08-04

SYY SYSCO CORP185.2K shares-1.01%2026-06-302026-08-04

CVS CVS HEALTH CORP149.3K shares3.29%2026-06-302026-08-04

INDA ISHARES TR309.0K shares-4.27%2026-06-302026-08-04

GWW WW GRAINGER INC11.1K shares2.50%2026-06-302026-08-04

BE BLOOM ENERGY CORP48.7K shares8.94%2026-06-302026-08-04

EVRG EVERGY INC168.3K shares0.06%2026-06-302026-08-04

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ALL ALLSTATE CORP60.9K shares-1.34%2026-06-302026-08-04

GD GENERAL DYNAMICS CORP40.2K shares-4.68%2026-06-302026-08-04

CFR CULLEN FROST BANKERS INC91.1K shares-1.22%2026-06-302026-08-04

HUBB HUBBELL INC26.9K shares0.61%2026-06-302026-08-04

APPLOVIN CORP APPLOVIN CORP27.2K shares2.23%2026-06-302026-08-04

IYW ISHARES TR55.4K shares-8.23%2026-06-302026-08-04

SYK STRYKER CORPORATION44.3K shares-0.09%2026-06-302026-08-04

PKG PACKAGING CORP AMER57.5K shares1.98%2026-06-302026-08-04

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MDLZ MONDELEZ INTL INC236.8K shares-4.29%2026-06-302026-08-04

EXPE EXPEDIA GROUP INC52.6K shares-0.35%2026-06-302026-08-04

STT STATE STR CORP79.2K shares1.25%2026-06-302026-08-04

WDC WESTERN DIGITAL CORP20.4K shares13.16%2026-06-302026-08-04

SDY SPDR SERIES TRUST85.8K shares1.10%2026-06-302026-08-04

MAR MARRIOTT INTL INC NEW35.2K shares-1.96%2026-06-302026-08-04

IEI ISHARES TR109.6K shares23.64%2026-06-302026-08-04

UPS UNITED PARCEL SVCS INC119.6K shares-1.21%2026-06-302026-08-04

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PAYX PAYCHEX INC129.1K shares4.15%2026-06-302026-08-04

PGR PROGRESSIVE CORP58.0K shares-1.42%2026-06-302026-08-04

LUMENTUM HLDGS INC LUMENTUM HLDGS INC14.7K shares8.76%2026-06-302026-08-04

SUB ISHARES TR118.0K shares5.36%2026-06-302026-08-04

SPG SIMON PPTY GROUP INC NEW55.9K shares-4.26%2026-06-302026-08-04

YUM YUM BRANDS INC77.7K shares-0.88%2026-06-302026-08-04

OKE ONEOK INC NEW141.8K shares1.88%2026-06-302026-08-04

VBR VANGUARD INDEX FDS50.7K shares15.32%2026-06-302026-08-04

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TROW PRICE T ROWE GROUP INC107.8K shares7.94%2026-06-302026-08-04

DIA STATE STR SPDR DOW JONES IND23.4K shares3.49%2026-06-302026-08-04

ITW ILLINOIS TOOL WKS INC45.1K shares1.56%2026-06-302026-08-04

DELL DELL TECHNOLOGIES INC27.9K shares-7.80%2026-06-302026-08-04

XYL XYLEM INC99.0K shares-3.85%2026-06-302026-08-04

DEM WISDOMTREE TR217.5K shares2.90%2026-06-302026-08-04

HSBC HSBC HLDGS PLC120.9K shares4.76%2026-06-302026-08-04

DOMINION ENERGY INC DOMINION ENERGY INC167.7K shares-5.55%2026-06-302026-08-04

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AFL AFLAC INC96.8K shares0.06%2026-06-302026-08-04

CMCSA COMCAST CORP NEW462.0K shares-13.52%2026-06-302026-08-04

BP BP PLC306.7K shares0.91%2026-06-302026-08-04

AMERIPRISE FINL INC AMERIPRISE FINL INC24.5K shares-9.00%2026-06-302026-08-04

CHD CHURCH & DWIGHT CO INC115.6K shares-0.17%2026-06-302026-08-04

CI THE CIGNA GROUP40.4K shares2.31%2026-06-302026-08-04

ORLY OREILLY AUTOMOTIVE INC120.5K shares-5.39%2026-06-302026-08-04

EDIV SPDR INDEX SHS FDS264.3K shares-1.51%2026-06-302026-08-04

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HWM HOWMET AEROSPACE INC39.8K shares-13.56%2026-06-302026-08-04

VONE VANGUARD SCOTTSDALE FDS30.9K shares9.39%2026-06-302026-08-04

BK BANK OF NY MELLON CORP72.3K shares-5.44%2026-06-302026-08-04

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A22.7K shares5.43%2026-06-302026-08-04

BX BLACKSTONE INC88.5K shares0.56%2026-06-302026-08-04

IRM IRON MTN INC DEL81.8K shares0.34%2026-06-302026-08-04

BMO BANK MONTREAL MEDIUM58.0K shares1.22%2026-06-302026-08-04

SPYV SPDR SERIES TRUST165.9K shares2.93%2026-06-302026-08-04

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OTIS OTIS WORLDWIDE CORP139.9K shares-4.57%2026-06-302026-08-04

RY ROYAL BK CDA47.1K shares-0.15%2026-06-302026-08-04

SCZ ISHARES TR118.3K shares-3.39%2026-06-302026-08-04

OMC OMNICOM GROUP INC132.8K shares-11.71%2026-06-302026-08-04

WISDOMTREE TR WISDOMTREE TR129.3K shares0.21%2026-06-302026-08-04

SPXC SPX TECHNOLOGIES INC39.1K shares3.02%2026-06-302026-08-04

TFC TRUIST FINL CORP191.9K shares-8.15%2026-06-302026-08-04

AZO AUTOZONE INC3.0K shares-6.83%2026-06-302026-08-04

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NGG NATIONAL GRID PLC112.6K shares69.97%2026-06-302026-08-04

INTU INTUIT35.2K shares-23.78%2026-06-302026-08-04

UBS UBS GROUP AG182.8K shares5.67%2026-06-302026-08-04

MSI MOTOROLA SOLUTIONS INC21.4K shares-13.31%2026-06-302026-08-04

HLT HILTON WORLDWIDE HLDGS INC26.6K shares-1.08%2026-06-302026-08-04

ZOETIS INC ZOETIS INC121.0K shares-36.35%2026-06-302026-08-04

NOC NORTHROP GRUMMAN CORP16.9K shares4.64%2026-06-302026-08-04

BBN BLACKROCK TAX MUNICPAL BD TR529.5K shares67.85%2026-06-302026-08-04

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SLB SLB LIMITED181.3K shares6.69%2026-06-302026-08-04

IBN ICICI BANK LIMITED289.9K shares-3.56%2026-06-302026-08-04

SE SEA LTD87.7K shares5.47%2026-06-302026-08-04

GNR SPDR INDEX SHS FDS123.3K shares0.00%2026-06-302026-08-04

AVB AVALONBAY CMNTYS INC43.7K shares-6.81%2026-06-302026-08-04

QUANTA SVCS INC QUANTA SVCS INC11.4K shares0.05%2026-06-302026-08-04

NKE NIKE INC200.5K shares-4.23%2026-06-302026-08-04

O REALTY INCOME CORP132.6K shares1.13%2026-06-302026-08-04

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ELV ELEVANCE HEALTH INC FORMERLY21.2K shares7.65%2026-06-302026-08-04

CDNS CADENCE DESIGN SYSTEM INC21.8K shares-15.08%2026-06-302026-08-04

SNA SNAP ON INC20.1K shares-0.22%2026-06-302026-08-04

BDX BECTON DICKINSON & CO53.3K shares7.05%2026-06-302026-08-04

AON AON PLC24.0K shares0.10%2026-06-302026-08-04

MPC MARATHON PETE CORP31.0K shares1.13%2026-06-302026-08-04

ALB ALBEMARLE CORP57.3K shares5.43%2026-06-302026-08-04

MKS INC. MKS INC.17.3K shares-9.18%2026-06-302026-08-04

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USMV ISHARES TR78.7K shares-8.50%2026-06-302026-08-04

LRGE LEGG MASON ETF INVT86.6K shares-18.79%2026-06-302026-08-04

FIX COMFORT SYS USA INC3.7K shares-0.11%2026-06-302026-08-04

PRU PRUDENTIAL FINL INC68.4K shares1.91%2026-06-302026-08-04

ALAB ASTERA LABS INC15.3K shares14.17%2026-06-302026-08-04

CGNX COGNEX CORP99.1K shares9.75%2026-06-302026-08-04

VDC VANGUARD WORLD FD31.7K shares-3.36%2026-06-302026-08-04

CPAY CORPAY INC21.4K shares-1.38%2026-06-302026-08-04

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DRI DARDEN RESTAURANTS INC34.5K shares1.26%2026-06-302026-08-04

CEG CONSTELLATION ENERGY CORP28.4K shares-7.97%2026-06-302026-08-04

TDG TRANSDIGM GROUP INC5.3K shares-5.05%2026-06-302026-08-04

GIS GENERAL MILLS INC202.2K shares8.88%2026-06-302026-08-04

SHOP SHOPIFY INC61.2K shares-25.85%2026-06-302026-08-04

VST VISTRA CORP43.9K shares-1.06%2026-06-302026-08-04

VRTX VERTEX PHARMACEUTICALS INC14.0K shares6.65%2026-06-302026-08-04

FE FIRSTENERGY CORP144.4K shares-0.65%2026-06-302026-08-04

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COHR COHERENT CORP17.2K shares-1.66%2026-06-302026-08-04

TEL TE CONNECTIVITY PLC33.6K shares0.97%2026-06-302026-08-04

WSM WILLIAMS SONOMA INC28.9K shares1.82%2026-06-302026-08-04

VTR VENTAS INC75.5K shares-0.64%2026-06-302026-08-04

BTI BRITISH AMERN TOB PLC108.6K shares6.84%2026-06-302026-08-04

ED CONSOLIDATED EDISON INC60.3K shares0.16%2026-06-302026-08-04

NBB NUVEEN TAXABLE MUNICPAL INM418.8K shares67.54%2026-06-302026-08-04

IJJ ISHARES TR44.7K shares-7.81%2026-06-302026-08-04

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MLM MARTIN MARIETTA MATLS INC11.4K shares-4.23%2026-06-302026-08-04

RIO RIO TINTO PLC69.0K shares3.54%2026-06-302026-08-04

EMXC ISHARES INC64.0K shares18.47%2026-06-302026-08-04

HPE HEWLETT PACKARD ENTERPRISE C144.5K shares3.19%2026-06-302026-08-04

NEM NEWMONT CORP69.7K shares1.21%2026-06-302026-08-04

TMUS T-MOBILE US INC38.6K shares-4.50%2026-06-302026-08-04

URI UNITED RENTALS INC5.7K shares10.91%2026-06-302026-08-04

VO VANGUARD INDEX FDS79.1K shares226.96%2026-06-302026-08-04

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ARCH CAP GROUP LTD ARCH CAP GROUP LTD65.1K shares8.47%2026-06-302026-08-04

PSA PUBLIC STORAGE19.8K shares1.02%2026-06-302026-08-04

CAH CARDINAL HEALTH INC26.3K shares8.29%2026-06-302026-08-04

TRGP TARGA RES CORP23.3K shares8.38%2026-06-302026-08-04

HIG HARTFORD INSURANCE GROUP INC46.1K shares2.60%2026-06-302026-08-04

TDY TELEDYNE TECHNOLOGIES INC9.1K shares-14.24%2026-06-302026-08-04

FREEPORT MCMORAN INC FREEPORT MCMORAN INC96.8K shares16.08%2026-06-302026-08-04

IJK ISHARES TR51.7K shares4.03%2026-06-302026-08-04

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VBK VANGUARD INDEX FDS16.5K shares8.45%2026-06-302026-08-04

HSY HERSHEY CO34.3K shares-2.50%2026-06-302026-08-04

MUFG MITSUBISHI UFJ FINANCIAL GRO302.4K shares2.31%2026-06-302026-08-04

ROK ROCKWELL AUTOMATION INC12.1K shares1.18%2026-06-302026-08-04

PPG PPG INDS INC49.5K shares1.75%2026-06-302026-08-04

KNF KNIFE RIVER CORP70.8K shares-0.32%2026-06-302026-08-04

WST WEST PHARMACEUTICAL SVSC INC16.5K shares-7.41%2026-06-302026-08-04

ROP ROPER TECHNOLOGIES INC17.5K shares5.22%2026-06-302026-08-04

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LQD ISHARES TR54.0K shares-2.81%2026-06-302026-08-04

EA ELECTRONIC ARTS INC28.5K shares2.69%2026-06-302026-08-04

SNPS SYNOPSYS INC13.1K shares-2.41%2026-06-302026-08-04

ADSK AUTODESK INC29.9K shares37.02%2026-06-302026-08-04

ET ENERGY TRANSFER L P301.8K shares-5.07%2026-06-302026-08-04

RSG REPUBLIC SVCS INC26.7K shares1.84%2026-06-302026-08-04

MNST MONSTER BEVERAGE CORP NEW59.0K shares16.01%2026-06-302026-08-04

MMC MARSH & MCLENNAN COS INC33.7K shares-2.16%2026-06-302026-08-04

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VCSH VANGUARD SCOTTSDALE FDS70.9K shares30.55%2026-06-302026-08-04

WMB WILLIAMS COS INC75.4K shares-9.63%2026-06-302026-08-04

FAST FASTENAL CO116.4K shares-2.22%2026-06-302026-08-04

LECO LINCOLN ELEC HLDGS INC20.9K shares0.63%2026-06-302026-08-04

CP CANADIAN PACIFIC KANSAS CITY63.8K shares2.69%2026-06-302026-08-04

FTNT FORTINET INC35.7K shares5.10%2026-06-302026-08-04

ATO ATMOS ENERGY CORP31.8K shares-28.54%2026-06-302026-08-04

ICE INTERCONTINENTAL EXCHANGE IN44.2K shares-12.47%2026-06-302026-08-04

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SJM SMUCKER J M CO47.8K shares0.19%2026-06-302026-08-04

JBL JABIL INC13.9K shares-11.09%2026-06-302026-08-04

EXC EXELON CORP114.3K shares19.45%2026-06-302026-08-04

NRG NRG ENERGY INC36.3K shares9.13%2026-06-302026-08-04

MSCI MSCI INC9.4K shares-8.83%2026-06-302026-08-04

AME AMETEK INC21.9K shares-3.83%2026-06-302026-08-04

HOOD ROBINHOOD MKTS INC52.4K shares-4.09%2026-06-302026-08-04

L LOEWS CORP46.4K shares0.35%2026-06-302026-08-04

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WY WEYERHAEUSER CO219.2K shares-8.21%2026-06-302026-08-04

FERG FERGUSON ENTERPRISES INC22.1K shares4.37%2026-06-302026-08-04

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC34.6K sharesnew addition2026-06-302026-08-04

VDE VANGUARD WORLD FD34.7K shares-6.16%2026-06-302026-08-04

CVNA CARVANA CO78.3K shares360.24%2026-06-302026-08-04

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PBA PEMBINA PIPELINE CORP110.6K shares1.22%2026-06-302026-08-04

F FORD MTR CO366.8K shares2.59%2026-06-302026-08-04

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HYG ISHARES TR63.7K shares2.48%2026-06-302026-08-04

TSCO TRACTOR SUPPLY CO160.6K shares112.50%2026-06-302026-08-04

CBRE CBRE GROUP INC37.6K shares2.92%2026-06-302026-08-04

DAL DELTA AIR LINES INC54.0K shares1.48%2026-06-302026-08-04

IUSG ISHARES TR26.8K shares-4.25%2026-06-302026-08-04

GRMN GARMIN LTD21.2K shares2.46%2026-06-302026-08-04

ROST ROSS STORES INC23.2K shares-3.23%2026-06-302026-08-04

SPIB SPDR SERIES TRUST147.1K shares-0.88%2026-06-302026-08-04

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GPC GENUINE PARTS CO41.7K shares-1.30%2026-06-302026-08-04

MELI MERCADOLIBRE INC2.9K shares14.94%2026-06-302026-08-04

SNOWFLAKE INC SNOWFLAKE INC19.0K shares6.39%2026-06-302026-08-04

AWK AMERICAN WTR WKS CO INC NEW36.6K shares-13.30%2026-06-302026-08-04

EW EDWARDS LIFESCIENCES CORP52.9K shares54.28%2026-06-302026-08-04

CTAS CINTAS CORP28.0K shares-0.19%2026-06-302026-08-04

XLV SELECT SECTOR SPDR TR29.9K shares1.66%2026-06-302026-08-04

TD TORONTO DOMINION BK ONT38.9K shares-1.08%2026-06-302026-08-04

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RPM RPM INTL INC41.4K shares-6.08%2026-06-302026-08-04

ENTG ENTEGRIS INC25.6K shares14.36%2026-06-302026-08-04

IFF INTERNATIONAL FLAVORS&FRAGRA57.8K shares0.41%2026-06-302026-08-04

AJG GALLAGHER ARTHUR J & CO19.8K shares-9.80%2026-06-302026-08-04

COR CENCORA INC16.0K shares-13.87%2026-06-302026-08-04

MKC MCCORMICK & CO INC89.9K shares-4.77%2026-06-302026-08-04

XLF SELECT SECTOR SPDR TR84.4K shares14.23%2026-06-302026-08-04

FITB FIFTH THIRD BANCORP80.0K shares-7.03%2026-06-302026-08-04

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AMKR AMKOR TECHNOLOGY INC52.0K shares1.46%2026-06-302026-08-04

EBAY EBAY INC.39.8K shares4.92%2026-06-302026-08-04

DATADOG INC DATADOG INC17.1K shares21.47%2026-06-302026-08-04

MTD METTLER TOLEDO INTERNATIONAL3.5K shares0.26%2026-06-302026-08-04

DASH DOORDASH INC24.0K shares7.81%2026-06-302026-08-04

FI FISERV INC90.4K shares-5.19%2026-06-302026-08-04

AGCO AGCO CORP37.0K shares-2.52%2026-06-302026-08-04

TPR TAPESTRY INC29.9K shares-5.09%2026-06-302026-08-04

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CNC CENTENE CORP DEL68.0K shares-0.04%2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR137.1K shares-11.12%2026-06-302026-08-04

VMC VULCAN MATLS CO14.7K shares3.61%2026-06-302026-08-04

AMX AMERICA MOVIL SAB DE CV164.5K shares-0.60%2026-06-302026-08-04

LEN LENNAR CORP46.9K shares2.89%2026-06-302026-08-04

VLTO VERALTO CORP47.8K shares-12.48%2026-06-302026-08-04

IUSV ISHARES TR38.3K shares-5.41%2026-06-302026-08-04

GM GENERAL MTRS CO54.6K shares12.46%2026-06-302026-08-04

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ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP13.2K shares3.55%2026-06-302026-08-04

CNQ CANADIAN NAT RES LTD MED TER106.7K shares6.73%2026-06-302026-08-04

ETR ENTERGY CORP NEW36.0K shares8.38%2026-06-302026-08-04

EXR EXTRA SPACE STORAGE INC28.3K shares2.53%2026-06-302026-08-04

NU NU HLDGS LTD306.9K shares17.69%2026-06-302026-08-04

TIP ISHARES TR37.4K shares-6.95%2026-06-302026-08-04

LHX L3HARRIS TECHNOLOGIES INC14.0K shares0.36%2026-06-302026-08-04

XEL XCEL ENERGY INC50.5K shares-5.48%2026-06-302026-08-04

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CRH CRH PLC37.9K shares40.67%2026-06-302026-08-04

ACUITY INC ACUITY INC10.7K shares0.83%2026-06-302026-08-04

ARGENX SE ARGENX SE4.3K shares-13.19%2026-06-302026-08-04

SON SONOCO PRODS CO71.4K shares-1.61%2026-06-302026-08-04

USIG ISHARES TR78.1K shares-7.28%2026-06-302026-08-04

NEU NEWMARKET CORP5.0K shares-0.06%2026-06-302026-08-04

TER TERADYNE INC8.2K shares4.00%2026-06-302026-08-04

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MPWR MONOLITHIC PWR SYS INC2.8K shares4.83%2026-06-302026-08-04

CC CHEMOURS CO190.5K shares-48.98%2026-06-302026-08-04

NDAQ NASDAQ INC49.2K shares-7.44%2026-06-302026-08-04

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WAT WATERS CORP10.2K shares1.26%2026-06-302026-08-04

CMG CHIPOTLE MEXICAN GRILL INC111.9K shares-9.64%2026-06-302026-08-04

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CACI CACI INTL INC8.2K shares37.34%2026-06-302026-08-04

AXON AXON ENTERPRISE INC6.7K shares-6.92%2026-06-302026-08-04

VXUS VANGUARD STAR FDS44.0K shares-24.83%2026-06-302026-08-04

VPU VANGUARD WORLD FD19.1K shares-3.15%2026-06-302026-08-04

IQV IQVIA HLDGS INC19.3K shares-5.28%2026-06-302026-08-04

CRDO CREDO TECHNOLOGY GROUP HOLDI13.6K shares25.26%2026-06-302026-08-04

WBS WEBSTER FINL CORP48.4K shares0.33%2026-06-302026-08-04

CIEN CIENA CORP7.5K shares6.67%2026-06-302026-08-04

Sponsored

XYZ BLOCK INC48.3K shares-1.04%2026-06-302026-08-04

WCN WASTE CONNECTIONS INC22.0K shares1.98%2026-06-302026-08-04

LNT ALLIANT ENERGY CORP47.7K shares-1.82%2026-06-302026-08-04

TC ENERGY CORP TC ENERGY CORP54.5K shares430.41%2026-06-302026-08-04

TEVA TEVA PHARMACEUTICAL INDS LTD106.6K shares8.31%2026-06-302026-08-04

MFG MIZUHO FINANCIAL GROUP INC376.8K shares12.61%2026-06-302026-08-04

SONY SONY GROUP CORP178.8K shares-2.89%2026-06-302026-08-04

HEI HEICO CORP NEW10.1K shares46.67%2026-06-302026-08-04

Sponsored

SCCO SOUTHERN COPPER CORP20.5K shares1.88%2026-06-302026-08-04

MP MP MATERIALS CORP63.6K shares-0.97%2026-06-302026-08-04

GBCI GLACIER BANCORP INC NEW68.8K shares15.86%2026-06-302026-08-04

ITOT ISHARES TR21.6K shares0.00%2026-06-302026-08-04

MDU MDU RES GROUP INC166.7K shares-47.11%2026-06-302026-08-04

RBC RBC BEARINGS INC5.5K shares61.26%2026-06-302026-08-04

LAMR LAMAR ADVERTISING CO22.6K shares-3.89%2026-06-302026-08-04

CLOUDFLARE INC CLOUDFLARE INC14.3K shares7.49%2026-06-302026-08-04

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC10.0K shares-5.81%2026-06-302026-08-04

HCA HCA HEALTHCARE INC9.0K shares-9.89%2026-06-302026-08-04

WWD WOODWARD INC8.2K shares32.06%2026-06-302026-08-04

BIIB BIOGEN INC16.1K shares1.69%2026-06-302026-08-04

IWF

ISHARES TR

345.23%

Shares11.7M

Event2026-06-30

Filed2026-08-04

ISHARES TR

6.54%

Shares14.1M

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

-0.93%

Shares4.6M

Event2026-06-30

Filed2026-08-04

IWB

ISHARES TR

3.58%

Shares2.9M

Event2026-06-30

Filed2026-08-04

ISHARES TR

8.70%

Shares1.4M

Event2026-06-30

Filed2026-08-04

IWD

ISHARES TR

7.02%

Shares3.8M

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

2.89%

Shares9.6M

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

-0.84%

Shares2.0M

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

1.99%

Shares3.6M

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

1.83%

Shares2.0M

Event2026-06-30

Filed2026-08-04

QUAL

ISHARES TR

7.35%

Shares3.1M

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

6.68%

Shares2.2M

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

1.02%

Shares1.8M

Event2026-06-30

Filed2026-08-04

BROADCOM INC

1.48%

Shares1.5M

Event2026-06-30

Filed2026-08-04

IVW

ISHARES TR

-1.50%

Shares3.9M

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

0.37%

Shares2.1M

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

-0.69%

Shares5.6M

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

0.06%

Shares1.5M

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

11.82%

Shares533.5K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

-1.29%

Shares1.0M

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

-3.78%

Shares455.2K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

8.87%

Shares261.9K

Event2026-06-30

Filed2026-08-04

BND

VANGUARD BD INDEX FDS

5.44%

Shares4.2M

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

1.70%

Shares2.5M

Event2026-06-30

Filed2026-08-04

TSPA

T ROWE PRICE EXCHANGE-TRADED

4.15%

Shares5.9M

Event2026-06-30

Filed2026-08-04

MTB

M & T BK CORP

88.57%

Shares1.1M

Event2026-06-30

Filed2026-08-04

IWN

ISHARES TR

17.83%

Shares1.2M

Event2026-06-30

Filed2026-08-04

ABBVIE INC

0.63%

Shares947.6K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

-2.10%

Shares1.7M

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

1.91%

Shares407.2K

Event2026-06-30

Filed2026-08-04

JMTG

J P MORGAN EXCHANGE TRADED F

35.08%

Shares4.5M

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

0.46%

Shares294.6K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

4.48%

Shares196.2K

Event2026-06-30

Filed2026-08-04

VGSH

VANGUARD SCOTTSDALE FDS

58.77%

Shares3.4M

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

-0.47%

Shares388.6K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

-0.56%

Shares557.6K

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP

3.83%

Shares3.3M

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

1.88%

Shares197.3K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

-1.31%

Shares1.4M

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

0.35%

Shares1.2M

Event2026-06-30

Filed2026-08-04

IVE

ISHARES TR

-2.22%

Shares768.6K

Event2026-06-30

Filed2026-08-04

ADI

ANALOG DEVICES INC

1.35%

Shares417.9K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

-0.72%

Shares1.6M

Event2026-06-30

Filed2026-08-04

MORGAN STANLEY

3.85%

Shares786.5K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

1.49%

Shares968.0K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.47%

Shares333.5K

Event2026-06-30

Filed2026-08-04

CORTEVA INC

-1.28%

Shares1.8M

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

-1.52%

Shares2.4M

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

0.76%

Shares785.4K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

3.18%

Shares340.3K

Event2026-06-30

Filed2026-08-04

BLK

BLACKROCK INC

1.79%

Shares144.7K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.97%

Shares276.4K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

-1.08%

Shares1.0M

Event2026-06-30

Filed2026-08-04

IWO

ISHARES TR

-1.14%

Shares344.6K

Event2026-06-30

Filed2026-08-04

REET

ISHARES TR

3.35%

Shares4.9M

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

-1.85%

Shares870.0K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

3.60%

Shares879.2K

Event2026-06-30

Filed2026-08-04

QNITY ELECTRONICS INC

-1.13%

Shares787.2K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP

1.85%

Shares470.9K

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

684.73%

Shares1.0M

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

3.07%

Shares279.1K

Event2026-06-30

Filed2026-08-04

JOHNSON CONTROLS INTERNATION

5.32%

Shares759.5K

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TR

7.34%

Shares150.3K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

1.96%

Shares387.3K

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

9.59%

Shares567.8K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

0.84%

Shares593.5K

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP

1.85%

Shares756.4K

Event2026-06-30

Filed2026-08-04

COP

CONOCOPHILLIPS

-1.33%

Shares973.5K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

0.47%

Shares1.2M

Event2026-06-30

Filed2026-08-04

EFV

ISHARES TR

3.59%

Shares1.2M

Event2026-06-30

Filed2026-08-04

APD

AIR PRODUCTS AND CHEMICALS I

1.83%

Shares322.5K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

-2.12%

Shares1.2M

Event2026-06-30

Filed2026-08-04

DEERE & CO

3.71%

Shares147.5K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

4.46%

Shares306.2K

Event2026-06-30

Filed2026-08-04

VISA INC

-2.46%

Shares268.5K

Event2026-06-30

Filed2026-08-04

AEP

AMERICAN ELEC PWR CO INC

4.44%

Shares672.9K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

1.35%

Shares180.3K

Event2026-06-30

Filed2026-08-04

HDV

ISHARES TR

406.10%

Shares3.3M

Event2026-06-30

Filed2026-08-04

IJT

ISHARES TR

14.17%

Shares503.6K

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC

27.02%

Shares77.9K

Event2026-06-30

Filed2026-08-04

VLO

VALERO ENERGY CORP

2.87%

Shares337.6K

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

2.47%

Shares402.6K

Event2026-06-30

Filed2026-08-04

SUSA

ISHARES TR

47.78%

Shares563.1K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

1.08%

Shares986.1K

Event2026-06-30

Filed2026-08-04

DHR

DANAHER CORP DEL

-1.60%

Shares423.8K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

-1.05%

Shares295.7K

Event2026-06-30

Filed2026-08-04

PSX

PHILLIPS 66

-1.13%

Shares470.8K

Event2026-06-30

Filed2026-08-04

NVT

NVENT ELEC PLC

1.91%

Shares464.0K

Event2026-06-30

Filed2026-08-04

TXN

TEXAS INSTRS INC

4.09%

Shares259.0K

Event2026-06-30

Filed2026-08-04

GE AEROSPACE

-6.13%

Shares202.9K

Event2026-06-30

Filed2026-08-04

DIS

DISNEY WALT CO

1.45%

Shares777.3K

Event2026-06-30

Filed2026-08-04

ABT

ABBOTT LABORATORIES

-3.87%

Shares821.9K

Event2026-06-30

Filed2026-08-04

IJS

ISHARES TR

-1.33%

Shares544.2K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

9.05%

Shares125.1K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

501.36%

Shares838.6K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

-0.60%

Shares620.3K

Event2026-06-30

Filed2026-08-04

DUPONT DE NEMOURS INC

New

Shares516.6K

Event2026-06-30

Filed2026-08-04

EOG

EOG RES INC

1.72%

Shares531.2K

Event2026-06-30

Filed2026-08-04

TGT

TARGET CORP

3.01%

Shares526.6K

Event2026-06-30

Filed2026-08-04

ADP

AUTOMATIC DATA PROCESSING IN

-0.99%

Shares294.7K

Event2026-06-30

Filed2026-08-04

PFE

PFIZER INC

2.13%

Shares2.7M

Event2026-06-30

Filed2026-08-04

EFG

ISHARES TR

-5.42%

Shares518.9K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

3.43%

Shares1.5M

Event2026-06-30

Filed2026-08-04

TJX

TJX COS INC NEW

-0.75%

Shares410.2K

Event2026-06-30

Filed2026-08-04

EMR

EMERSON ELEC CO

0.06%

Shares425.2K

Event2026-06-30

Filed2026-08-04

MET

METLIFE INC

3.74%

Shares716.8K

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC

-2.87%

Shares271.8K

Event2026-06-30

Filed2026-08-04

PANW

PALO ALTO NETWORKS INC

8.33%

Shares173.4K

Event2026-06-30

Filed2026-08-04

IXUS

ISHARES TR

-1.60%

Shares616.6K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

-1.85%

Shares162.1K

Event2026-06-30

Filed2026-08-04

JPLD

J P MORGAN EXCHANGE TRADED F

68.58%

Shares1.1M

Event2026-06-30

Filed2026-08-04

ESGD

ISHARES TR

24.12%

Shares557.8K

Event2026-06-30

Filed2026-08-04

VLUE

ISHARES TR

-9.95%

Shares282.2K

Event2026-06-30

Filed2026-08-04

FLXR

TCW ETF TRUST

66.52%

Shares1.4M

Event2026-06-30

Filed2026-08-04

SHW

SHERWIN WILLIAMS CO

1.00%

Shares160.3K

Event2026-06-30

Filed2026-08-04

ISHARES TR

38.49%

Shares549.8K

Event2026-06-30

Filed2026-08-04

AXP

AMERICAN EXPRESS CO

1.08%

Shares160.2K

Event2026-06-30

Filed2026-08-04

KLAC

KLA CORP

935.74%

Shares178.9K

Event2026-06-30

Filed2026-08-04

SBUX

STARBUCKS CORP

2.82%

Shares526.4K

Event2026-06-30

Filed2026-08-04

BKNG

BOOKING HOLDINGS INC

2512.51%

Shares300.5K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC

2.47%

Shares44.8K

Event2026-06-30

Filed2026-08-04

EEM

ISHARES TR

-2.73%

Shares707.4K

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC

-0.61%

Shares96.2K

Event2026-06-30

Filed2026-08-04

VTEB

VANGUARD MUN BD FDS

16.28%

Shares926.4K

Event2026-06-30

Filed2026-08-04

LRCX

LAM RESEARCH CORP

5.07%

Shares107.1K

Event2026-06-30

Filed2026-08-04

DUK

DUKE ENERGY CORP NEW

2.23%

Shares362.7K

Event2026-06-30

Filed2026-08-04

IWR

ISHARES TR

0.12%

Shares412.8K

Event2026-06-30

Filed2026-08-04

TRANE TECHNOLOGIES PLC

0.57%

Shares92.7K

Event2026-06-30

Filed2026-08-04

ESML

ISHARES TR

29.34%

Shares804.0K

Event2026-06-30

Filed2026-08-04

PVAL

PUTNAM ETF TRUST

110.12%

Shares878.6K

Event2026-06-30

Filed2026-08-04

IWP

ISHARES TR

-0.48%

Shares304.0K

Event2026-06-30

Filed2026-08-04

NSC

NORFOLK SOUTHN CORP

0.02%

Shares140.0K

Event2026-06-30

Filed2026-08-04

BMY

BRISTOL-MYERS SQUIBB CO

-1.58%

Shares759.6K

Event2026-06-30

Filed2026-08-04

EAGG

ISHARES TR

96.89%

Shares922.6K

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD TR

15.95%

Shares117.7K

Event2026-06-30

Filed2026-08-04

DES

WISDOMTREE TR

1.30%

Shares1.0M

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

-5.93%

Shares265.3K

Event2026-06-30

Filed2026-08-04

VNQ

VANGUARD INDEX FDS

19.15%

Shares429.9K

Event2026-06-30

Filed2026-08-04

WASTE MGMT INC DEL

-2.10%

Shares185.1K

Event2026-06-30

Filed2026-08-04

PNC

PNC FINL SVCS GROUP INC

-1.79%

Shares165.9K

Event2026-06-30

Filed2026-08-04

M CO

-1.86%

Shares248.6K

Event2026-06-30

Filed2026-08-04

ORI

OLD REP INTL CORP

4.69%

Shares968.1K

Event2026-06-30

Filed2026-08-04

DVY

ISHARES TR

-0.91%

Shares251.5K

Event2026-06-30

Filed2026-08-04

MEDTRONIC PLC

3.16%

Shares502.1K

Event2026-06-30

Filed2026-08-04

VEU

VANGUARD INTL EQUITY INDEX F

36.81%

Shares465.7K

Event2026-06-30

Filed2026-08-04

MTUM

ISHARES TR

-0.18%

Shares113.7K

Event2026-06-30

Filed2026-08-04

GLW

CORNING INC

4.48%

Shares152.4K

Event2026-06-30

Filed2026-08-04

VONG

VANGUARD SCOTTSDALE FDS

104.70%

Shares303.5K

Event2026-06-30

Filed2026-08-04

CME

CME GROUP INC

0.76%

Shares175.2K

Event2026-06-30

Filed2026-08-04

ESGE

ISHARES INC

21.04%

Shares693.9K

Event2026-06-30

Filed2026-08-04

USB

US BANCORP

-1.40%

Shares611.2K

Event2026-06-30

Filed2026-08-04

EQIX

EQUINIX INC

7.75%

Shares35.4K

Event2026-06-30

Filed2026-08-04

DOC

HEALTHPEAK PROPERTIES INC

7.49%

Shares1.7M

Event2026-06-30

Filed2026-08-04

SHY

ISHARES TR

1.90%

Shares434.4K

Event2026-06-30

Filed2026-08-04

APH

AMPHENOL CORP

-7.99%

Shares201.9K

Event2026-06-30

Filed2026-08-04

ENB

ENBRIDGE INC

3.90%

Shares656.2K

Event2026-06-30

Filed2026-08-04

FDX

FEDEX CORP

0.18%

Shares112.7K

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC

6.46%

Shares45.8K

Event2026-06-30

Filed2026-08-04

ALTRIA GROUP INC

0.99%

Shares483.5K

Event2026-06-30

Filed2026-08-04

AMT

AMERICAN TOWER CORP

3.44%

Shares212.5K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

0.60%

Shares140.1K

Event2026-06-30

Filed2026-08-04

VONV

VANGUARD SCOTTSDALE FDS

77.62%

Shares310.1K

Event2026-06-30

Filed2026-08-04

UBER

UBER TECHNOLOGIES INC

2.62%

Shares455.6K

Event2026-06-30

Filed2026-08-04

ICF

ISHARES TR

3.73%

Shares483.3K

Event2026-06-30

Filed2026-08-04

DOW

DOW HLDGS INC

-2.34%

Shares1.2M

Event2026-06-30

Filed2026-08-04

AT&T INC

1.12%

Shares1.6M

Event2026-06-30

Filed2026-08-04

UNILEVER PLC

3.25%

Shares527.8K

Event2026-06-30

Filed2026-08-04

TRAVELERS COMPANIES INC

-1.38%

Shares94.7K

Event2026-06-30

Filed2026-08-04

VFH

VANGUARD WORLD FD

-2.54%

Shares236.9K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

-4.89%

Shares72.3K

Event2026-06-30

Filed2026-08-04

CMS

CMS ENERGY CORP

2.12%

Shares395.5K

Event2026-06-30

Filed2026-08-04

PARKER-HANNIFIN CORP

-4.50%

Shares30.9K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS GROUP INC

5.14%

Shares29.5K

Event2026-06-30

Filed2026-08-04

CHUBB LIMITED

-0.19%

Shares86.2K

Event2026-06-30

Filed2026-08-04

NVS

NOVARTIS AG

6.70%

Shares183.4K

Event2026-06-30

Filed2026-08-04

WFC

WELLS FARGO & CO

0.45%

Shares335.3K

Event2026-06-30

Filed2026-08-04

HONEYWELL INTL INC

New

Shares123.0K

Event2026-06-30

Filed2026-08-04

DOV

DOVER CORP

0.20%

Shares122.0K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-32.38%

Shares73.8K

Event2026-06-30

Filed2026-08-04

REGIONS FINANCIAL CORP NEW

4.01%

Shares901.7K

Event2026-06-30

Filed2026-08-04

HONEYWELL AEROSPACE INC

New

Shares123.0K

Event2026-06-30

Filed2026-08-04

PCAR

PACCAR INC

6.85%

Shares225.6K

Event2026-06-30

Filed2026-08-04

MUB

ISHARES TR

-7.40%

Shares246.3K

Event2026-06-30

Filed2026-08-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

66.67%

Shares35

Event2026-06-30

Filed2026-08-04

CMI

CUMMINS INC

-2.46%

Shares36.4K

Event2026-06-30

Filed2026-08-04

LIN

LINDE PLC

-5.79%

Shares49.9K

Event2026-06-30

Filed2026-08-04

SEAGATE TECHNOLOGY HLDNGS PL

-1.97%

Shares26.8K

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

-11.51%

Shares359.2K

Event2026-06-30

Filed2026-08-04

VICI

VICI PPTYS INC

5.99%

Shares950.7K

Event2026-06-30

Filed2026-08-04

VHT

VANGUARD WORLD FD

0.84%

Shares83.9K

Event2026-06-30

Filed2026-08-04

XLK

SELECT SECTOR SPDR TR

8.36%

Shares131.1K

Event2026-06-30

Filed2026-08-04

VNQI

VANGUARD INTL EQUITY INDEX F

22.04%

Shares556.1K

Event2026-06-30

Filed2026-08-04

SCHH

SCHWAB STRATEGIC TR

0.16%

Shares1.0M

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

10.87%

Shares12.5K

Event2026-06-30

Filed2026-08-04

IWS

ISHARES TR

-0.87%

Shares150.7K

Event2026-06-30

Filed2026-08-04

MRVL

MARVELL TECHNOLOGY INC

9.57%

Shares82.2K

Event2026-06-30

Filed2026-08-04

ACCENTURE PLC IRELAND

-0.95%

Shares196.7K

Event2026-06-30

Filed2026-08-04

ASTRAZENECA PLC

4.01%

Shares129.2K

Event2026-06-30

Filed2026-08-04

COF

CAPITAL ONE FINL CORP

-0.42%

Shares121.1K

Event2026-06-30

Filed2026-08-04

COLGATE PALMOLIVE CO

-0.57%

Shares264.6K

Event2026-06-30

Filed2026-08-04

IAU

ISHARES GOLD TR

31.85%

Shares319.1K

Event2026-06-30

Filed2026-08-04

MCO

MOODYS CORP

-2.34%

Shares51.8K

Event2026-06-30

Filed2026-08-04

ISRG

INTUITIVE SURGICAL INC

-2.38%

Shares59.0K

Event2026-06-30

Filed2026-08-04

PALANTIR TECHNOLOGIES INC

-0.36%

Shares200.9K

Event2026-06-30

Filed2026-08-04

SNDK

SANDISK CORP

7.12%

Shares10.2K

Event2026-06-30

Filed2026-08-04

EPD

ENTERPRISE PRODS PARTNERS L

0.65%

Shares611.8K

Event2026-06-30

Filed2026-08-04

GILD

GILEAD SCIENCES INC

-1.79%

Shares177.7K

Event2026-06-30

Filed2026-08-04

ANET

ARISTA NETWORKS INC

11.61%

Shares131.2K

Event2026-06-30

Filed2026-08-04

IWY

ISHARES TR

-10.07%

Shares76.3K

Event2026-06-30

Filed2026-08-04

WELL

WELLTOWER INC

1.55%

Shares96.7K

Event2026-06-30

Filed2026-08-04

GVI

ISHARES TR

43.31%

Shares206.4K

Event2026-06-30

Filed2026-08-04

TTE

TOTALENERGIES SE

0.84%

Shares279.3K

Event2026-06-30

Filed2026-08-04

CRM

SALESFORCE INC

-3.88%

Shares137.0K

Event2026-06-30

Filed2026-08-04

VIS

VANGUARD WORLD FD

-3.39%

Shares58.7K

Event2026-06-30

Filed2026-08-04

CSX

CSX CORP

-1.60%

Shares434.5K

Event2026-06-30

Filed2026-08-04

DLR

DIGITAL RLTY TR INC

1.57%

Shares114.4K

Event2026-06-30

Filed2026-08-04

BIV

VANGUARD BD INDEX FDS

11.01%

Shares259.4K

Event2026-06-30

Filed2026-08-04

VCR

VANGUARD WORLD FD

-3.04%

Shares49.8K

Event2026-06-30

Filed2026-08-04

SNY

SANOFI SA

6.71%

Shares455.3K

Event2026-06-30

Filed2026-08-04

MICROCHIP TECHNOLOGY INC.

1.56%

Shares210.1K

Event2026-06-30

Filed2026-08-04

CARR

CARRIER GLOBAL CORPORATION

-3.27%

Shares250.5K

Event2026-06-30

Filed2026-08-04

SPYG

SPDR SERIES TRUST

15.07%

Shares153.1K

Event2026-06-30

Filed2026-08-04

CITIGROUP INC

1.06%

Shares129.2K

Event2026-06-30

Filed2026-08-04

MCK

MCKESSON CORP

-0.75%

Shares23.7K

Event2026-06-30

Filed2026-08-04

BSV

VANGUARD BD INDEX FDS

30.85%

Shares229.1K

Event2026-06-30

Filed2026-08-04

BOEING CO

1.46%

Shares82.1K

Event2026-06-30

Filed2026-08-04

PLD

PROLOGIS INC.

4.06%

Shares131.1K

Event2026-06-30

Filed2026-08-04

SCHW

SCHWAB CHARLES CORP

-7.19%

Shares191.7K

Event2026-06-30

Filed2026-08-04

MDY

STATE STR SPDR S&P MIDCAP 40

-4.27%

Shares25.0K

Event2026-06-30

Filed2026-08-04

VRT

VERTIV HOLDINGS CO

27.53%

Shares51.1K

Event2026-06-30

Filed2026-08-04

IXN

ISHARES TR

-8.32%

Shares117.7K

Event2026-06-30

Filed2026-08-04

NUE

NUCOR CORP

-0.11%

Shares75.4K

Event2026-06-30

Filed2026-08-04

ECL

ECOLAB INC

-5.63%

Shares60.2K

Event2026-06-30

Filed2026-08-04

SERVICENOW INC

-2.08%

Shares168.4K

Event2026-06-30

Filed2026-08-04

VANGUARD INTL EQUITY INDEX F

-1.03%

Shares106.4K

Event2026-06-30

Filed2026-08-04

ADOBE INC

-3.29%

Shares80.6K

Event2026-06-30

Filed2026-08-04

VOX

VANGUARD WORLD FD

-3.16%

Shares88.9K

Event2026-06-30

Filed2026-08-04

KMB

KIMBERLY-CLARK CORP

-2.01%

Shares148.1K

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC

3.77%

Shares39.7K

Event2026-06-30

Filed2026-08-04

SOUTHERN CO

7.09%

Shares164.4K

Event2026-06-30

Filed2026-08-04

OEF

ISHARES TR

-1.56%

Shares42.6K

Event2026-06-30

Filed2026-08-04

SHEL

SHELL PLC

0.73%

Shares199.9K

Event2026-06-30

Filed2026-08-04

SYY

SYSCO CORP

-1.01%

Shares185.2K

Event2026-06-30

Filed2026-08-04

CVS

CVS HEALTH CORP

3.29%

Shares149.3K

Event2026-06-30

Filed2026-08-04

INDA

ISHARES TR

-4.27%

Shares309.0K

Event2026-06-30

Filed2026-08-04

GWW

WW GRAINGER INC

2.50%

Shares11.1K

Event2026-06-30

Filed2026-08-04

BLOOM ENERGY CORP

8.94%

Shares48.7K

Event2026-06-30

Filed2026-08-04

EVRG

EVERGY INC

0.06%

Shares168.3K

Event2026-06-30

Filed2026-08-04

ALL

ALLSTATE CORP

-1.34%

Shares60.9K

Event2026-06-30

Filed2026-08-04

GENERAL DYNAMICS CORP

-4.68%

Shares40.2K

Event2026-06-30

Filed2026-08-04

CFR

CULLEN FROST BANKERS INC

-1.22%

Shares91.1K

Event2026-06-30

Filed2026-08-04

HUBB

HUBBELL INC

0.61%

Shares26.9K

Event2026-06-30

Filed2026-08-04

APPLOVIN CORP

2.23%

Shares27.2K

Event2026-06-30

Filed2026-08-04

IYW

ISHARES TR

-8.23%

Shares55.4K

Event2026-06-30

Filed2026-08-04

SYK

STRYKER CORPORATION

-0.09%

Shares44.3K

Event2026-06-30

Filed2026-08-04

PKG

PACKAGING CORP AMER

1.98%

Shares57.5K

Event2026-06-30

Filed2026-08-04

MDLZ

MONDELEZ INTL INC

-4.29%

Shares236.8K

Event2026-06-30

Filed2026-08-04

EXPE

EXPEDIA GROUP INC

-0.35%

Shares52.6K

Event2026-06-30

Filed2026-08-04

STT

STATE STR CORP

1.25%

Shares79.2K

Event2026-06-30

Filed2026-08-04

WDC

WESTERN DIGITAL CORP

13.16%

Shares20.4K

Event2026-06-30

Filed2026-08-04

SDY

SPDR SERIES TRUST

1.10%

Shares85.8K

Event2026-06-30

Filed2026-08-04

MAR

MARRIOTT INTL INC NEW

-1.96%

Shares35.2K

Event2026-06-30

Filed2026-08-04

IEI

ISHARES TR

23.64%

Shares109.6K

Event2026-06-30

Filed2026-08-04

UPS

UNITED PARCEL SVCS INC

-1.21%

Shares119.6K

Event2026-06-30

Filed2026-08-04

PAYX

PAYCHEX INC

4.15%

Shares129.1K

Event2026-06-30

Filed2026-08-04

PGR

PROGRESSIVE CORP

-1.42%

Shares58.0K

Event2026-06-30

Filed2026-08-04

LUMENTUM HLDGS INC

8.76%

Shares14.7K

Event2026-06-30

Filed2026-08-04

SUB

ISHARES TR

5.36%

Shares118.0K

Event2026-06-30

Filed2026-08-04

SPG

SIMON PPTY GROUP INC NEW

-4.26%

Shares55.9K

Event2026-06-30

Filed2026-08-04

YUM

YUM BRANDS INC

-0.88%

Shares77.7K

Event2026-06-30

Filed2026-08-04

OKE

ONEOK INC NEW

1.88%

Shares141.8K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

15.32%

Shares50.7K

Event2026-06-30

Filed2026-08-04

TROW

PRICE T ROWE GROUP INC

7.94%

Shares107.8K

Event2026-06-30

Filed2026-08-04

DIA

STATE STR SPDR DOW JONES IND

3.49%

Shares23.4K

Event2026-06-30

Filed2026-08-04

ITW

ILLINOIS TOOL WKS INC

1.56%

Shares45.1K

Event2026-06-30

Filed2026-08-04

DELL

DELL TECHNOLOGIES INC

-7.80%

Shares27.9K

Event2026-06-30

Filed2026-08-04

XYL

XYLEM INC

-3.85%

Shares99.0K

Event2026-06-30

Filed2026-08-04

DEM

WISDOMTREE TR

2.90%

Shares217.5K

Event2026-06-30

Filed2026-08-04

HSBC

HSBC HLDGS PLC

4.76%

Shares120.9K

Event2026-06-30

Filed2026-08-04

DOMINION ENERGY INC

-5.55%

Shares167.7K

Event2026-06-30

Filed2026-08-04

AFL

AFLAC INC

0.06%

Shares96.8K

Event2026-06-30

Filed2026-08-04

CMCSA

COMCAST CORP NEW

-13.52%

Shares462.0K

Event2026-06-30

Filed2026-08-04

BP PLC

0.91%

Shares306.7K

Event2026-06-30

Filed2026-08-04

AMERIPRISE FINL INC

-9.00%

Shares24.5K

Event2026-06-30

Filed2026-08-04

CHD

CHURCH & DWIGHT CO INC

-0.17%

Shares115.6K

Event2026-06-30

Filed2026-08-04

THE CIGNA GROUP

2.31%

Shares40.4K

Event2026-06-30

Filed2026-08-04

ORLY

OREILLY AUTOMOTIVE INC

-5.39%

Shares120.5K

Event2026-06-30

Filed2026-08-04

EDIV

SPDR INDEX SHS FDS

-1.51%

Shares264.3K

Event2026-06-30

Filed2026-08-04

HWM

HOWMET AEROSPACE INC

-13.56%

Shares39.8K

Event2026-06-30

Filed2026-08-04

VONE

VANGUARD SCOTTSDALE FDS

9.39%

Shares30.9K

Event2026-06-30

Filed2026-08-04

BANK OF NY MELLON CORP

-5.44%

Shares72.3K

Event2026-06-30

Filed2026-08-04

SPOTIFY TECHNOLOGY S A

5.43%

Shares22.7K

Event2026-06-30

Filed2026-08-04

BLACKSTONE INC

0.56%

Shares88.5K

Event2026-06-30

Filed2026-08-04

IRM

IRON MTN INC DEL

0.34%

Shares81.8K

Event2026-06-30

Filed2026-08-04

BMO

BANK MONTREAL MEDIUM

1.22%

Shares58.0K

Event2026-06-30

Filed2026-08-04

SPYV

SPDR SERIES TRUST

2.93%

Shares165.9K

Event2026-06-30

Filed2026-08-04

OTIS

OTIS WORLDWIDE CORP

-4.57%

Shares139.9K

Event2026-06-30

Filed2026-08-04

ROYAL BK CDA

-0.15%

Shares47.1K

Event2026-06-30

Filed2026-08-04

SCZ

ISHARES TR

-3.39%

Shares118.3K

Event2026-06-30

Filed2026-08-04

OMC

OMNICOM GROUP INC

-11.71%

Shares132.8K

Event2026-06-30

Filed2026-08-04

WISDOMTREE TR

0.21%

Shares129.3K

Event2026-06-30

Filed2026-08-04

SPXC

SPX TECHNOLOGIES INC

3.02%

Shares39.1K

Event2026-06-30

Filed2026-08-04

TFC

TRUIST FINL CORP

-8.15%

Shares191.9K

Event2026-06-30

Filed2026-08-04

AZO

AUTOZONE INC

-6.83%

Shares3.0K

Event2026-06-30

Filed2026-08-04

NGG

NATIONAL GRID PLC

69.97%

Shares112.6K

Event2026-06-30

Filed2026-08-04

INTU

INTUIT

-23.78%

Shares35.2K

Event2026-06-30

Filed2026-08-04

UBS

UBS GROUP AG

5.67%

Shares182.8K

Event2026-06-30

Filed2026-08-04

MSI

MOTOROLA SOLUTIONS INC

-13.31%

Shares21.4K

Event2026-06-30

Filed2026-08-04

HLT

HILTON WORLDWIDE HLDGS INC

-1.08%

Shares26.6K

Event2026-06-30

Filed2026-08-04

ZOETIS INC

-36.35%

Shares121.0K

Event2026-06-30

Filed2026-08-04

NOC

NORTHROP GRUMMAN CORP

4.64%

Shares16.9K

Event2026-06-30

Filed2026-08-04

BBN

BLACKROCK TAX MUNICPAL BD TR

67.85%

Shares529.5K

Event2026-06-30

Filed2026-08-04

SLB

SLB LIMITED

6.69%

Shares181.3K

Event2026-06-30

Filed2026-08-04

IBN

ICICI BANK LIMITED

-3.56%

Shares289.9K

Event2026-06-30

Filed2026-08-04

SEA LTD

5.47%

Shares87.7K

Event2026-06-30

Filed2026-08-04

GNR

SPDR INDEX SHS FDS

0.00%

Shares123.3K

Event2026-06-30

Filed2026-08-04

AVB

AVALONBAY CMNTYS INC

-6.81%

Shares43.7K

Event2026-06-30

Filed2026-08-04

QUANTA SVCS INC

0.05%

Shares11.4K

Event2026-06-30

Filed2026-08-04

NKE

NIKE INC

-4.23%

Shares200.5K

Event2026-06-30

Filed2026-08-04

REALTY INCOME CORP

1.13%

Shares132.6K

Event2026-06-30

Filed2026-08-04

ELV

ELEVANCE HEALTH INC FORMERLY

7.65%

Shares21.2K

Event2026-06-30

Filed2026-08-04

CDNS

CADENCE DESIGN SYSTEM INC

-15.08%

Shares21.8K

Event2026-06-30

Filed2026-08-04

SNA

SNAP ON INC

-0.22%

Shares20.1K

Event2026-06-30

Filed2026-08-04

BDX

BECTON DICKINSON & CO

7.05%

Shares53.3K

Event2026-06-30

Filed2026-08-04

AON

AON PLC

0.10%

Shares24.0K

Event2026-06-30

Filed2026-08-04

MPC

MARATHON PETE CORP

1.13%

Shares31.0K

Event2026-06-30

Filed2026-08-04

ALB

ALBEMARLE CORP

5.43%

Shares57.3K

Event2026-06-30

Filed2026-08-04

MKS INC.

-9.18%

Shares17.3K

Event2026-06-30

Filed2026-08-04

USMV

ISHARES TR

-8.50%

Shares78.7K

Event2026-06-30

Filed2026-08-04

LRGE

LEGG MASON ETF INVT

-18.79%

Shares86.6K

Event2026-06-30

Filed2026-08-04

FIX

COMFORT SYS USA INC

-0.11%

Shares3.7K

Event2026-06-30

Filed2026-08-04

PRU

PRUDENTIAL FINL INC

1.91%

Shares68.4K

Event2026-06-30

Filed2026-08-04

ALAB

ASTERA LABS INC

14.17%

Shares15.3K

Event2026-06-30

Filed2026-08-04

CGNX

COGNEX CORP

9.75%

Shares99.1K

Event2026-06-30

Filed2026-08-04

VDC

VANGUARD WORLD FD

-3.36%

Shares31.7K

Event2026-06-30

Filed2026-08-04

CPAY

CORPAY INC

-1.38%

Shares21.4K

Event2026-06-30

Filed2026-08-04

DRI

DARDEN RESTAURANTS INC

1.26%

Shares34.5K

Event2026-06-30

Filed2026-08-04

CEG

CONSTELLATION ENERGY CORP

-7.97%

Shares28.4K

Event2026-06-30

Filed2026-08-04

TDG

TRANSDIGM GROUP INC

-5.05%

Shares5.3K

Event2026-06-30

Filed2026-08-04

GIS

GENERAL MILLS INC

8.88%

Shares202.2K

Event2026-06-30

Filed2026-08-04

SHOP

SHOPIFY INC

-25.85%

Shares61.2K

Event2026-06-30

Filed2026-08-04

VST

VISTRA CORP

-1.06%

Shares43.9K

Event2026-06-30

Filed2026-08-04

VRTX

VERTEX PHARMACEUTICALS INC

6.65%

Shares14.0K

Event2026-06-30

Filed2026-08-04

FIRSTENERGY CORP

-0.65%

Shares144.4K

Event2026-06-30

Filed2026-08-04

COHR

COHERENT CORP

-1.66%

Shares17.2K

Event2026-06-30

Filed2026-08-04

TEL

TE CONNECTIVITY PLC

0.97%

Shares33.6K

Event2026-06-30

Filed2026-08-04

WSM

WILLIAMS SONOMA INC

1.82%

Shares28.9K

Event2026-06-30

Filed2026-08-04

VTR

VENTAS INC

-0.64%

Shares75.5K

Event2026-06-30

Filed2026-08-04

BTI

BRITISH AMERN TOB PLC

6.84%

Shares108.6K

Event2026-06-30

Filed2026-08-04

CONSOLIDATED EDISON INC

0.16%

Shares60.3K

Event2026-06-30

Filed2026-08-04

NBB

NUVEEN TAXABLE MUNICPAL INM

67.54%

Shares418.8K

Event2026-06-30

Filed2026-08-04

IJJ

ISHARES TR

-7.81%

Shares44.7K

Event2026-06-30

Filed2026-08-04

MLM

MARTIN MARIETTA MATLS INC

-4.23%

Shares11.4K

Event2026-06-30

Filed2026-08-04

RIO

RIO TINTO PLC

3.54%

Shares69.0K

Event2026-06-30

Filed2026-08-04

EMXC

ISHARES INC

18.47%

Shares64.0K

Event2026-06-30

Filed2026-08-04

HPE

HEWLETT PACKARD ENTERPRISE C

3.19%

Shares144.5K

Event2026-06-30

Filed2026-08-04

NEM

NEWMONT CORP

1.21%

Shares69.7K

Event2026-06-30

Filed2026-08-04

TMUS

T-MOBILE US INC

-4.50%

Shares38.6K

Event2026-06-30

Filed2026-08-04

URI

UNITED RENTALS INC

10.91%

Shares5.7K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

226.96%

Shares79.1K

Event2026-06-30

Filed2026-08-04

ARCH CAP GROUP LTD

8.47%

Shares65.1K

Event2026-06-30

Filed2026-08-04

PSA

PUBLIC STORAGE

1.02%

Shares19.8K

Event2026-06-30

Filed2026-08-04

CAH

CARDINAL HEALTH INC

8.29%

Shares26.3K

Event2026-06-30

Filed2026-08-04

TRGP

TARGA RES CORP

8.38%

Shares23.3K

Event2026-06-30

Filed2026-08-04

HIG

HARTFORD INSURANCE GROUP INC

2.60%

Shares46.1K

Event2026-06-30

Filed2026-08-04

TDY

TELEDYNE TECHNOLOGIES INC

-14.24%

Shares9.1K

Event2026-06-30

Filed2026-08-04

FREEPORT MCMORAN INC

16.08%

Shares96.8K

Event2026-06-30

Filed2026-08-04

IJK

ISHARES TR

4.03%

Shares51.7K

Event2026-06-30

Filed2026-08-04

VBK

VANGUARD INDEX FDS

8.45%

Shares16.5K

Event2026-06-30

Filed2026-08-04

HSY

HERSHEY CO

-2.50%

Shares34.3K

Event2026-06-30

Filed2026-08-04

MUFG

MITSUBISHI UFJ FINANCIAL GRO

2.31%

Shares302.4K

Event2026-06-30

Filed2026-08-04

ROK

ROCKWELL AUTOMATION INC

1.18%

Shares12.1K

Event2026-06-30

Filed2026-08-04

PPG

PPG INDS INC

1.75%

Shares49.5K

Event2026-06-30

Filed2026-08-04

KNF

KNIFE RIVER CORP

-0.32%

Shares70.8K

Event2026-06-30

Filed2026-08-04

WST

WEST PHARMACEUTICAL SVSC INC

-7.41%

Shares16.5K

Event2026-06-30

Filed2026-08-04

ROP

ROPER TECHNOLOGIES INC

5.22%

Shares17.5K

Event2026-06-30

Filed2026-08-04

LQD

ISHARES TR

-2.81%

Shares54.0K

Event2026-06-30

Filed2026-08-04

ELECTRONIC ARTS INC

2.69%

Shares28.5K

Event2026-06-30

Filed2026-08-04

SNPS

SYNOPSYS INC

-2.41%

Shares13.1K

Event2026-06-30

Filed2026-08-04

ADSK

AUTODESK INC

37.02%

Shares29.9K

Event2026-06-30

Filed2026-08-04

ENERGY TRANSFER L P

-5.07%

Shares301.8K

Event2026-06-30

Filed2026-08-04

RSG

REPUBLIC SVCS INC

1.84%

Shares26.7K

Event2026-06-30

Filed2026-08-04

MNST

MONSTER BEVERAGE CORP NEW

16.01%

Shares59.0K

Event2026-06-30

Filed2026-08-04

MMC

MARSH & MCLENNAN COS INC

-2.16%

Shares33.7K

Event2026-06-30

Filed2026-08-04

VCSH

VANGUARD SCOTTSDALE FDS

30.55%

Shares70.9K

Event2026-06-30

Filed2026-08-04

WMB

WILLIAMS COS INC

-9.63%

Shares75.4K

Event2026-06-30

Filed2026-08-04

FAST

FASTENAL CO

-2.22%

Shares116.4K

Event2026-06-30

Filed2026-08-04

LECO

LINCOLN ELEC HLDGS INC

0.63%

Shares20.9K

Event2026-06-30

Filed2026-08-04

CANADIAN PACIFIC KANSAS CITY

2.69%

Shares63.8K

Event2026-06-30

Filed2026-08-04

FTNT

FORTINET INC

5.10%

Shares35.7K

Event2026-06-30

Filed2026-08-04

ATO

ATMOS ENERGY CORP

-28.54%

Shares31.8K

Event2026-06-30

Filed2026-08-04

ICE

INTERCONTINENTAL EXCHANGE IN

-12.47%

Shares44.2K

Event2026-06-30

Filed2026-08-04

SJM

SMUCKER J M CO

0.19%

Shares47.8K

Event2026-06-30

Filed2026-08-04

JBL

JABIL INC

-11.09%

Shares13.9K

Event2026-06-30

Filed2026-08-04

EXC

EXELON CORP

19.45%

Shares114.3K

Event2026-06-30

Filed2026-08-04

NRG

NRG ENERGY INC

9.13%

Shares36.3K

Event2026-06-30

Filed2026-08-04

MSCI

MSCI INC

-8.83%

Shares9.4K

Event2026-06-30

Filed2026-08-04

AME

AMETEK INC

-3.83%

Shares21.9K

Event2026-06-30

Filed2026-08-04

HOOD

ROBINHOOD MKTS INC

-4.09%

Shares52.4K

Event2026-06-30

Filed2026-08-04

LOEWS CORP

0.35%

Shares46.4K

Event2026-06-30

Filed2026-08-04

WEYERHAEUSER CO

-8.21%

Shares219.2K

Event2026-06-30

Filed2026-08-04

FERG

FERGUSON ENTERPRISES INC

4.37%

Shares22.1K

Event2026-06-30

Filed2026-08-04

FEDEX FGHT HLDG CO INC

New

Shares34.6K

Event2026-06-30

Filed2026-08-04

VDE

VANGUARD WORLD FD

-6.16%

Shares34.7K

Event2026-06-30

Filed2026-08-04

CVNA

CARVANA CO

360.24%

Shares78.3K

Event2026-06-30

Filed2026-08-04

LUV

SOUTHWEST AIRLS CO

6.71%

Shares99.8K

Event2026-06-30

Filed2026-08-04

PBA

PEMBINA PIPELINE CORP

1.22%

Shares110.6K

Event2026-06-30

Filed2026-08-04

FORD MTR CO

2.59%

Shares366.8K

Event2026-06-30

Filed2026-08-04

HYG

ISHARES TR

2.48%

Shares63.7K

Event2026-06-30

Filed2026-08-04

TSCO

TRACTOR SUPPLY CO

112.50%

Shares160.6K

Event2026-06-30

Filed2026-08-04

CBRE

CBRE GROUP INC

2.92%

Shares37.6K

Event2026-06-30

Filed2026-08-04

DAL

DELTA AIR LINES INC

1.48%

Shares54.0K

Event2026-06-30

Filed2026-08-04

IUSG

ISHARES TR

-4.25%

Shares26.8K

Event2026-06-30

Filed2026-08-04

GRMN

GARMIN LTD

2.46%

Shares21.2K

Event2026-06-30

Filed2026-08-04

ROST

ROSS STORES INC

-3.23%

Shares23.2K

Event2026-06-30

Filed2026-08-04

SPIB

SPDR SERIES TRUST

-0.88%

Shares147.1K

Event2026-06-30

Filed2026-08-04

GPC

GENUINE PARTS CO

-1.30%

Shares41.7K

Event2026-06-30

Filed2026-08-04

MELI

MERCADOLIBRE INC

14.94%

Shares2.9K

Event2026-06-30

Filed2026-08-04

SNOWFLAKE INC

6.39%

Shares19.0K

Event2026-06-30

Filed2026-08-04

AWK

AMERICAN WTR WKS CO INC NEW

-13.30%

Shares36.6K

Event2026-06-30

Filed2026-08-04

EDWARDS LIFESCIENCES CORP

54.28%

Shares52.9K

Event2026-06-30

Filed2026-08-04

CTAS

CINTAS CORP

-0.19%

Shares28.0K

Event2026-06-30

Filed2026-08-04

XLV

SELECT SECTOR SPDR TR

1.66%

Shares29.9K

Event2026-06-30

Filed2026-08-04

TORONTO DOMINION BK ONT

-1.08%

Shares38.9K

Event2026-06-30

Filed2026-08-04

RPM

RPM INTL INC

-6.08%

Shares41.4K

Event2026-06-30

Filed2026-08-04

ENTG

ENTEGRIS INC

14.36%

Shares25.6K

Event2026-06-30

Filed2026-08-04

IFF

INTERNATIONAL FLAVORS&FRAGRA

0.41%

Shares57.8K

Event2026-06-30

Filed2026-08-04

AJG

GALLAGHER ARTHUR J & CO

-9.80%

Shares19.8K

Event2026-06-30

Filed2026-08-04

COR

CENCORA INC

-13.87%

Shares16.0K

Event2026-06-30

Filed2026-08-04

MKC

MCCORMICK & CO INC

-4.77%

Shares89.9K

Event2026-06-30

Filed2026-08-04

XLF

SELECT SECTOR SPDR TR

14.23%

Shares84.4K

Event2026-06-30

Filed2026-08-04

FITB

FIFTH THIRD BANCORP

-7.03%

Shares80.0K

Event2026-06-30

Filed2026-08-04

AMKR

AMKOR TECHNOLOGY INC

1.46%

Shares52.0K

Event2026-06-30

Filed2026-08-04

EBAY

EBAY INC.

4.92%

Shares39.8K

Event2026-06-30

Filed2026-08-04

DATADOG INC

21.47%

Shares17.1K

Event2026-06-30

Filed2026-08-04

MTD

METTLER TOLEDO INTERNATIONAL

0.26%

Shares3.5K

Event2026-06-30

Filed2026-08-04

DASH

DOORDASH INC

7.81%

Shares24.0K

Event2026-06-30

Filed2026-08-04

FISERV INC

-5.19%

Shares90.4K

Event2026-06-30

Filed2026-08-04

AGCO

AGCO CORP

-2.52%

Shares37.0K

Event2026-06-30

Filed2026-08-04

TPR

TAPESTRY INC

-5.09%

Shares29.9K

Event2026-06-30

Filed2026-08-04

CNC

CENTENE CORP DEL

-0.04%

Shares68.0K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

-11.12%

Shares137.1K

Event2026-06-30

Filed2026-08-04

VMC

VULCAN MATLS CO

3.61%

Shares14.7K

Event2026-06-30

Filed2026-08-04

AMX

AMERICA MOVIL SAB DE CV

-0.60%

Shares164.5K

Event2026-06-30

Filed2026-08-04

LEN

LENNAR CORP

2.89%

Shares46.9K

Event2026-06-30

Filed2026-08-04

VLTO

VERALTO CORP

-12.48%

Shares47.8K

Event2026-06-30

Filed2026-08-04

IUSV

ISHARES TR

-5.41%

Shares38.3K

Event2026-06-30

Filed2026-08-04

GENERAL MTRS CO

12.46%

Shares54.6K

Event2026-06-30

Filed2026-08-04

ROYAL CARIBBEAN GROUP

3.55%

Shares13.2K

Event2026-06-30

Filed2026-08-04

CNQ

CANADIAN NAT RES LTD MED TER

6.73%

Shares106.7K

Event2026-06-30

Filed2026-08-04

ETR

ENTERGY CORP NEW

8.38%

Shares36.0K

Event2026-06-30

Filed2026-08-04

EXR

EXTRA SPACE STORAGE INC

2.53%

Shares28.3K

Event2026-06-30

Filed2026-08-04

NU HLDGS LTD

17.69%

Shares306.9K

Event2026-06-30

Filed2026-08-04

TIP

ISHARES TR

-6.95%

Shares37.4K

Event2026-06-30

Filed2026-08-04

LHX

L3HARRIS TECHNOLOGIES INC

0.36%

Shares14.0K

Event2026-06-30

Filed2026-08-04

XEL

XCEL ENERGY INC

-5.48%

Shares50.5K

Event2026-06-30

Filed2026-08-04

CRH

CRH PLC

40.67%

Shares37.9K

Event2026-06-30

Filed2026-08-04

ACUITY INC

0.83%

Shares10.7K

Event2026-06-30

Filed2026-08-04

ARGENX SE

-13.19%

Shares4.3K

Event2026-06-30

Filed2026-08-04

SON

SONOCO PRODS CO

-1.61%

Shares71.4K

Event2026-06-30

Filed2026-08-04

USIG

ISHARES TR

-7.28%

Shares78.1K

Event2026-06-30

Filed2026-08-04

NEU

NEWMARKET CORP

-0.06%

Shares5.0K

Event2026-06-30

Filed2026-08-04

TER

TERADYNE INC

4.00%

Shares8.2K

Event2026-06-30

Filed2026-08-04

LABCORP HOLDINGS INC

-3.13%

Shares14.1K

Event2026-06-30

Filed2026-08-04

MPWR

MONOLITHIC PWR SYS INC

4.83%

Shares2.8K

Event2026-06-30

Filed2026-08-04

CHEMOURS CO

-48.98%

Shares190.5K

Event2026-06-30

Filed2026-08-04

NDAQ

NASDAQ INC

-7.44%

Shares49.2K

Event2026-06-30

Filed2026-08-04

BSX

BOSTON SCIENTIFIC CORP

-11.36%

Shares90.3K

Event2026-06-30

Filed2026-08-04

HUM

HUMANA INC

-1.92%

Shares9.7K

Event2026-06-30

Filed2026-08-04

VGIT

VANGUARD SCOTTSDALE FDS

7.38%

Shares64.8K

Event2026-06-30

Filed2026-08-04

WAT

WATERS CORP

1.26%

Shares10.2K

Event2026-06-30

Filed2026-08-04

CMG

CHIPOTLE MEXICAN GRILL INC

-9.64%

Shares111.9K

Event2026-06-30

Filed2026-08-04

CACI

CACI INTL INC

37.34%

Shares8.2K

Event2026-06-30

Filed2026-08-04

AXON

AXON ENTERPRISE INC

-6.92%

Shares6.7K

Event2026-06-30

Filed2026-08-04

VXUS

VANGUARD STAR FDS

-24.83%

Shares44.0K

Event2026-06-30

Filed2026-08-04

VPU

VANGUARD WORLD FD

-3.15%

Shares19.1K

Event2026-06-30

Filed2026-08-04

IQV

IQVIA HLDGS INC

-5.28%

Shares19.3K

Event2026-06-30

Filed2026-08-04

CRDO

CREDO TECHNOLOGY GROUP HOLDI

25.26%

Shares13.6K

Event2026-06-30

Filed2026-08-04

WBS

WEBSTER FINL CORP

0.33%

Shares48.4K

Event2026-06-30

Filed2026-08-04

CIEN

CIENA CORP

6.67%

Shares7.5K

Event2026-06-30

Filed2026-08-04

XYZ

BLOCK INC

-1.04%

Shares48.3K

Event2026-06-30

Filed2026-08-04

WCN

WASTE CONNECTIONS INC

1.98%

Shares22.0K

Event2026-06-30

Filed2026-08-04

LNT

ALLIANT ENERGY CORP

-1.82%

Shares47.7K

Event2026-06-30

Filed2026-08-04

TC ENERGY CORP

430.41%

Shares54.5K

Event2026-06-30

Filed2026-08-04

TEVA

TEVA PHARMACEUTICAL INDS LTD

8.31%

Shares106.6K

Event2026-06-30

Filed2026-08-04

MFG

MIZUHO FINANCIAL GROUP INC

12.61%

Shares376.8K

Event2026-06-30

Filed2026-08-04

SONY

SONY GROUP CORP

-2.89%

Shares178.8K

Event2026-06-30

Filed2026-08-04

HEI

HEICO CORP NEW

46.67%

Shares10.1K

Event2026-06-30

Filed2026-08-04

SCCO

SOUTHERN COPPER CORP

1.88%

Shares20.5K

Event2026-06-30

Filed2026-08-04

MP MATERIALS CORP

-0.97%

Shares63.6K

Event2026-06-30

Filed2026-08-04

GBCI

GLACIER BANCORP INC NEW

15.86%

Shares68.8K

Event2026-06-30

Filed2026-08-04

ITOT

ISHARES TR

0.00%

Shares21.6K

Event2026-06-30

Filed2026-08-04

MDU

MDU RES GROUP INC

-47.11%

Shares166.7K

Event2026-06-30

Filed2026-08-04

RBC

RBC BEARINGS INC

61.26%

Shares5.5K

Event2026-06-30

Filed2026-08-04

LAMR

LAMAR ADVERTISING CO

-3.89%

Shares22.6K

Event2026-06-30

Filed2026-08-04

CLOUDFLARE INC

7.49%

Shares14.3K

Event2026-06-30

Filed2026-08-04

KEYS

KEYSIGHT TECHNOLOGIES INC

-5.81%

Shares10.0K

Event2026-06-30

Filed2026-08-04

HCA

HCA HEALTHCARE INC

-9.89%

Shares9.0K

Event2026-06-30

Filed2026-08-04

WWD

WOODWARD INC

32.06%

Shares8.2K

Event2026-06-30

Filed2026-08-04

BIIB

BIOGEN INC

1.69%

Shares16.1K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

CAT Call CallCATERPILLAR INC85 shares41.67%2026-06-302026-08-04

APPLIED MATLS INC Call CallAPPLIED MATLS INC40 sharesnew addition2026-06-302026-08-04

BAC Call CallBANK OF AMER CORP605 shares8.62%2026-06-302026-08-04

JNJ Call CallJOHNSON & JOHNSON119 shares-4.03%2026-06-302026-08-04

JPMORGAN CHASE & CO Call CallJPMORGAN CHASE & CO111 shares11.00%2026-06-302026-08-04

ABBVIE INC Call CallABBVIE INC82 shares2.50%2026-06-302026-08-04

VLO Call CallVALERO ENERGY CORP94 shares11.90%2026-06-302026-08-04

CISCO SYS INC Call CallCISCO SYS INC307 shares5.14%2026-06-302026-08-04

TXN Call CallTEXAS INSTRS INC59 shares-3.28%2026-06-302026-08-04

IBM Call CallINTERNATIONAL BUSINESS MACHS47 shares27.03%2026-06-302026-08-04

QCOM Call CallQUALCOMM INC111 shares5.71%2026-06-302026-08-04

UNITEDHEALTH GROUP INC Call CallUNITEDHEALTH GROUP INC21 shares-4.55%2026-06-302026-08-04

EXXON MOBIL CORP Call CallEXXON MOBIL CORP113 shares-12.40%2026-06-302026-08-04

MS Call CallMORGAN STANLEY141 shares14.63%2026-06-302026-08-04

RF Call CallREGIONS FINANCIAL CORP NEW377 shares3.86%2026-06-302026-08-04

AEP Call CallAMERICAN ELEC PWR CO INC139 shares6.92%2026-06-302026-08-04

APD Call CallAIR PRODUCTS AND CHEMICALS I32 shares0.00%2026-06-302026-08-04

SBUX Call CallSTARBUCKS CORP117 shares9.35%2026-06-302026-08-04

NEXTERA ENERGY INC Call CallNEXTERA ENERGY INC112 shares-15.15%2026-06-302026-08-04

PM Call CallPHILIP MORRIS INTL INC92 shares4.55%2026-06-302026-08-04

TGT Call CallTARGET CORP84 shares7.69%2026-06-302026-08-04

VZ Call CallVERIZON COMMUNICATIONS INC491 shares-11.85%2026-06-302026-08-04

MEDTRONIC PLC Call CallMEDTRONIC PLC141 shares-0.70%2026-06-302026-08-04

MET Call CallMETLIFE INC194 shares-1.02%2026-06-302026-08-04

JOHNSON CONTROLS INTERNATION Call CallJOHNSON CONTROLS INTERNATION158 shares-7.06%2026-06-302026-08-04

HD Call CallHOME DEPOT INC22 shares0.00%2026-06-302026-08-04

PCAR Call CallPACCAR INC79 shares-10.23%2026-06-302026-08-04

CVX Call CallCHEVRON CORPORATION129 shares0.78%2026-06-302026-08-04

LMT Call CallLOCKHEED MARTIN CORP13 shares-23.53%2026-06-302026-08-04

PFE Call CallPFIZER INC703 shares0.72%2026-06-302026-08-04

DUK Call CallDUKE ENERGY CORP NEW100 shares-6.54%2026-06-302026-08-04

UNP Call CallUNION PAC CORP35 shares29.63%2026-06-302026-08-04

PEP Call CallPEPSICO INC58 shares0.00%2026-06-302026-08-04

BLK Call CallBLACKROCK INC9 shares12.50%2026-06-302026-08-04

CME Call CallCME GROUP INC32 shares-11.11%2026-06-302026-08-04

T Call CallAT&T INC318 shares-2.75%2026-06-302026-08-04

BROADCOM INC Call CallBROADCOM INC26 shares-10.34%2026-06-302026-08-04

PG Call CallPROCTER & GAMBLE CO58 shares-19.44%2026-06-302026-08-04

MCD Call CallMCDONALDS CORP17 shares0.00%2026-06-302026-08-04

CAT Call

CATERPILLAR INC

41.67%

Shares85

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC Call

APPLIED MATLS INC

New

Shares40

Event2026-06-30

Filed2026-08-04

BAC Call

BANK OF AMER CORP

8.62%

Shares605

Event2026-06-30

Filed2026-08-04

JNJ Call

JOHNSON & JOHNSON

-4.03%

Shares119

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO Call

JPMORGAN CHASE & CO

11.00%

Shares111

Event2026-06-30

Filed2026-08-04

ABBVIE INC Call

ABBVIE INC

2.50%

Shares82

Event2026-06-30

Filed2026-08-04

VLO Call

VALERO ENERGY CORP

11.90%

Shares94

Event2026-06-30

Filed2026-08-04

CISCO SYS INC Call

CISCO SYS INC

5.14%

Shares307

Event2026-06-30

Filed2026-08-04

TXN Call

TEXAS INSTRS INC

-3.28%

Shares59

Event2026-06-30

Filed2026-08-04

IBM Call

INTERNATIONAL BUSINESS MACHS

27.03%

Shares47

Event2026-06-30

Filed2026-08-04

QCOM Call

QUALCOMM INC

5.71%

Shares111

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC Call

UNITEDHEALTH GROUP INC

-4.55%

Shares21

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP Call

EXXON MOBIL CORP

-12.40%

Shares113

Event2026-06-30

Filed2026-08-04

MS Call

MORGAN STANLEY

14.63%

Shares141

Event2026-06-30

Filed2026-08-04

RF Call

REGIONS FINANCIAL CORP NEW

3.86%

Shares377

Event2026-06-30

Filed2026-08-04

AEP Call

AMERICAN ELEC PWR CO INC

6.92%

Shares139

Event2026-06-30

Filed2026-08-04

APD Call

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares32

Event2026-06-30

Filed2026-08-04

SBUX Call

STARBUCKS CORP

9.35%

Shares117

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC Call

NEXTERA ENERGY INC

-15.15%

Shares112

Event2026-06-30

Filed2026-08-04

PM Call

PHILIP MORRIS INTL INC

4.55%

Shares92

Event2026-06-30

Filed2026-08-04

TGT Call

TARGET CORP

7.69%

Shares84

Event2026-06-30

Filed2026-08-04

VZ Call

VERIZON COMMUNICATIONS INC

-11.85%

Shares491

Event2026-06-30

Filed2026-08-04

MEDTRONIC PLC Call

MEDTRONIC PLC

-0.70%

Shares141

Event2026-06-30

Filed2026-08-04

MET Call

METLIFE INC

-1.02%

Shares194

Event2026-06-30

Filed2026-08-04

JOHNSON CONTROLS INTERNATION Call

JOHNSON CONTROLS INTERNATION

-7.06%

Shares158

Event2026-06-30

Filed2026-08-04

HD Call

HOME DEPOT INC

0.00%

Shares22

Event2026-06-30

Filed2026-08-04

PCAR Call

PACCAR INC

-10.23%

Shares79

Event2026-06-30

Filed2026-08-04

CVX Call

CHEVRON CORPORATION

0.78%

Shares129

Event2026-06-30

Filed2026-08-04

LMT Call

LOCKHEED MARTIN CORP

-23.53%

Shares13

Event2026-06-30

Filed2026-08-04

PFE Call

PFIZER INC

0.72%

Shares703

Event2026-06-30

Filed2026-08-04

DUK Call

DUKE ENERGY CORP NEW

-6.54%

Shares100

Event2026-06-30

Filed2026-08-04

UNP Call

UNION PAC CORP

29.63%

Shares35

Event2026-06-30

Filed2026-08-04

PEP Call

PEPSICO INC

0.00%

Shares58

Event2026-06-30

Filed2026-08-04

BLK Call

BLACKROCK INC

12.50%

Shares9

Event2026-06-30

Filed2026-08-04

CME Call

CME GROUP INC

-11.11%

Shares32

Event2026-06-30

Filed2026-08-04

T Call

AT&T INC

-2.75%

Shares318

Event2026-06-30

Filed2026-08-04

BROADCOM INC Call

BROADCOM INC

-10.34%

Shares26

Event2026-06-30

Filed2026-08-04

PG Call

PROCTER & GAMBLE CO

-19.44%

Shares58

Event2026-06-30

Filed2026-08-04

MCD Call

MCDONALDS CORP

0.00%

Shares17

Event2026-06-30

Filed2026-08-04

Put Option Holdings

MTB Put PutM & T BK CORP133 shares33.00%2026-06-302026-08-04

MTB Put

M & T BK CORP

33.00%

Shares133

Event2026-06-30

Filed2026-08-04