Sponsored

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

Currently, Narwhal Capital Management holds 155 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in IWF (+93.9K shares, valued at $11.7M), N/A (+71.0K shares, valued at $7.0M), AMRZ (+65.6K shares, valued at $3.5M); decreased their positions in ABT (-44.2K shares, valued at $4.0M), LMT (-7.0K shares, valued at $3.6M), N/A (-11.6K shares, valued at $3.4M); initiated new positions in AMRZ (+65.6K shares, valued at $3.5M), DGX (+13.3K shares, valued at $2.8M), ASML (+1.2K shares, valued at $2.5M).

1M P&L

+41.5M+4.09%

3M P&L

+13.2M+1.27%

HY P&L

+39.1M+3.85%

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/A163.8M

15.2%

2Semiconductors150.3M

13.9%

3Internet Content & Information98.8M

9.2%

Top Industries by Stock Count

1N/A41 stocks

30.8%

2Semiconductors6 stocks

4.5%

3Aerospace & Defense6 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR212.0K shares0.22%2026-06-302026-07-24

NVDA NVIDIA CORPORATION498.5K shares-0.19%2026-06-302026-07-24

GOOG ALPHABET INC278.9K shares-2.32%2026-06-302026-07-24

AAPL APPLE INC280.2K shares0.25%2026-06-302026-07-24

MSFT MICROSOFT CORP162.3K shares-1.12%2026-06-302026-07-24

AMZN AMAZON COM INC227.6K shares3.11%2026-06-302026-07-24

IAU ISHARES GOLD TR672.1K shares0.05%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO129.6K shares-0.18%2026-06-302026-07-24

Sponsored

VMC VULCAN MATLS CO133.4K shares-0.91%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC47.8K shares-2.77%2026-06-302026-07-24

ADI ANALOG DEVICES INC65.4K shares2.87%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC24.9K shares-3.67%2026-06-302026-07-24

LLY ELI LILLY & CO20.4K shares-4.84%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON94.2K shares-0.46%2026-06-302026-07-24

CAT CATERPILLAR INC22.2K shares-4.34%2026-06-302026-07-24

HD HOME DEPOT INC65.5K shares-3.25%2026-06-302026-07-24

Sponsored

CISCO SYS INC CISCO SYS INC192.1K shares1.89%2026-06-302026-07-24

IVE ISHARES TR92.8K shares0.00%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO56.4K shares3.60%2026-06-302026-07-24

BLK BLACKROCK INC18.8K shares-6.54%2026-06-302026-07-24

VISA INC VISA INC46.4K shares-14.36%2026-06-302026-07-24

IWF ISHARES TR125.2K shares300.00%2026-06-302026-07-24

BROADCOM INC BROADCOM INC41.1K shares16.75%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP112.4K shares-6.12%2026-06-302026-07-24

Sponsored

RTX CORPORATION RTX CORPORATION80.2K shares11.13%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP38.5K shares1.70%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC155.2K shares-10.06%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP25.1K shares-21.76%2026-06-302026-07-24

MRK MERCK & CO INC99.5K shares-10.66%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC11.0K shares-0.34%2026-06-302026-07-24

PG PROCTER & GAMBLE CO86.1K shares-3.78%2026-06-302026-07-24

LHX L3HARRIS TECHNOLOGIES INC40.3K shares-13.61%2026-06-302026-07-24

Sponsored

CP CANADIAN PACIFIC KANSAS CITY126.5K shares11.94%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC57.5K shares-9.96%2026-06-302026-07-24

SERVICENOW INC SERVICENOW INC103.7K shares216.86%2026-06-302026-07-24

VLO VALERO ENERGY CORP38.4K shares-1.80%2026-06-302026-07-24

QQQ INVESCO QQQ TR12.9K shares-0.09%2026-06-302026-07-24

CINF CINCINNATI FINL CORP49.8K shares-2.00%2026-06-302026-07-24

QCOM QUALCOMM INC48.3K shares41.21%2026-06-302026-07-24

ENTG ENTEGRIS INC48.1K shares2.68%2026-06-302026-07-24

Sponsored

NOC NORTHROP GRUMMAN CORP16.5K shares-0.97%2026-06-302026-07-24

NVS NOVARTIS AG52.7K shares0.06%2026-06-302026-07-24

AVB AVALONBAY CMNTYS INC43.6K shares-16.22%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR42.0K shares0.00%2026-06-302026-07-24

IVW ISHARES TR56.0K shares0.00%2026-06-302026-07-24

ICE INTERCONTINENTAL EXCHANGE IN61.9K shares18.59%2026-06-302026-07-24

BX BLACKSTONE INC63.9K shares-11.91%2026-06-302026-07-24

SUNB SUNBELT RENTALS HOLDINGS INC93.8K shares-5.56%2026-06-302026-07-24

Sponsored

GGG GRACO INC90.6K shares34.35%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION7.1K shares5.03%2026-06-302026-07-24

SBUX STARBUCKS CORP63.3K shares-27.87%2026-06-302026-07-24

MLI MUELLER INDS INC52.5K shares-10.76%2026-06-302026-07-24

ORACLE CORP ORACLE CORP43.6K shares-4.21%2026-06-302026-07-24

SLB SLB LIMITED131.5K shares14.27%2026-06-302026-07-24

PEP PEPSICO INC43.9K shares-21.76%2026-06-302026-07-24

DIA STATE STR SPDR DOW JONES IND11.1K shares0.00%2026-06-302026-07-24

Sponsored

CVX CHEVRON CORPORATION34.5K shares-3.46%2026-06-302026-07-24

RELX RELX PLC177.4K shares5.01%2026-06-302026-07-24

BWXT BWX TECHNOLOGIES INC28.8K shares-26.00%2026-06-302026-07-24

CRH CRH PLC50.7K shares-0.20%2026-06-302026-07-24

KMI KINDER MORGAN INC DEL155.6K shares-0.03%2026-06-302026-07-24

GRMN GARMIN LTD20.1K shares13.85%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.66.6K shares38.63%2026-06-302026-07-24

ETFS GOLD TR ETFS GOLD TR112.9K shares-0.27%2026-06-302026-07-24

Sponsored

UFPI UFP INDUSTRIES INC47.2K shares-5.09%2026-06-302026-07-24

GLD SPDR GOLD TR10.2K shares-0.19%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-06-302026-07-24

CEG CONSTELLATION ENERGY CORP14.3K shares-9.51%2026-06-302026-07-24

AMRZ AMRIZE LTD65.6K sharesnew addition2026-06-302026-07-24

TSLA TESLA INC7.9K shares21.38%2026-06-302026-07-24

DVY ISHARES TR21.0K shares0.05%2026-06-302026-07-24

SDY SPDR SERIES TRUST20.6K shares-1.78%2026-06-302026-07-24

Sponsored

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC22.2K shares12.40%2026-06-302026-07-24

IJR ISHARES TR20.4K shares0.00%2026-06-302026-07-24

DGX QUEST DIAGNOSTICS INC13.3K sharesnew addition2026-06-302026-07-24

WMT WALMART INC24.3K shares-10.11%2026-06-302026-07-24

HCA HCA HEALTHCARE INC6.8K shares-40.13%2026-06-302026-07-24

ABT ABBOTT LABORATORIES27.6K shares-61.57%2026-06-302026-07-24

ASML ASML HLDG NV1.2K sharesnew addition2026-06-302026-07-24

NTRA NATERA INC8.9K shares-1.93%2026-06-302026-07-24

Sponsored

NXRT NEXPOINT RESIDENTIAL TR INC82.7K shares7.96%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC4.6K shares0.00%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS21.7K shares353.15%2026-06-302026-07-24

DGRW WISDOMTREE TR21.8K shares0.00%2026-06-302026-07-24

SPMO INVESCO EXCH TRADED FD TR II12.8K shares0.00%2026-06-302026-07-24

ADOBE INC ADOBE INC9.4K shares-44.36%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.5K shares-1.19%2026-06-302026-07-24

ETR ENTERGY CORP NEW15.1K shares1.29%2026-06-302026-07-24

Sponsored

EXC EXELON CORP36.9K shares0.00%2026-06-302026-07-24

DAL DELTA AIR LINES INC16.9K shares0.00%2026-06-302026-07-24

OKE ONEOK INC NEW17.2K shares0.00%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.7K shares-1.08%2026-06-302026-07-24

IWR ISHARES TR10.2K shares0.00%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR35.2K shares-1.23%2026-06-302026-07-24

T AT&T INC50.2K shares-6.51%2026-06-302026-07-24

IJJ ISHARES TR6.9K shares0.00%2026-06-302026-07-24

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR22.4K shares0.00%2026-06-302026-07-24

DOMINOS PIZZA INC DOMINOS PIZZA INC3.4K shares-77.28%2026-06-302026-07-24

VIS VANGUARD WORLD FD2.8K shares0.00%2026-06-302026-07-24

SAIA SAIA INC2.4K sharesnew addition2026-06-302026-07-24

VUG VANGUARD INDEX FDS10.8K shares498.67%2026-06-302026-07-24

BATRK ATLANTA BRAVES HLDGS INC17.4K shares0.00%2026-06-302026-07-24

TMUS T-MOBILE US INC5.2K shares189.24%2026-06-302026-07-24

VAW VANGUARD WORLD FD3.8K shares185.51%2026-06-302026-07-24

Sponsored

MO ALTRIA GROUP INC12.0K shares0.00%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR5.3K shares-8.44%2026-06-302026-07-24

EEM ISHARES TR12.1K shares0.24%2026-06-302026-07-24

INTC INTEL CORP5.4K shares-50.13%2026-06-302026-07-24

UL UNILEVER PLC12.4K shares-36.91%2026-06-302026-07-24

VXF VANGUARD INDEX FDS2.9K shares0.00%2026-06-302026-07-24

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V2.5K shares0.00%2026-06-302026-07-24

CVS CVS HEALTH CORP6.6K shares60.69%2026-06-302026-07-24

Sponsored

EPD ENTERPRISE PRODS PARTNERS L17.9K shares8.13%2026-06-302026-07-24

DINO HF SINCLAIR CORP9.4K shares0.00%2026-06-302026-07-24

BA BOEING CO3.0K shares-13.80%2026-06-302026-07-24

MCD MCDONALDS CORP2.3K shares4.59%2026-06-302026-07-24

XLP SELECT SECTOR SPDR TR7.6K shares0.00%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR11.7K shares0.57%2026-06-302026-07-24

JBHT HUNT J B TRANS SVCS INC2.1K shares106.45%2026-06-302026-07-24

DIS DISNEY WALT CO6.2K shares8.91%2026-06-302026-07-24

Sponsored

VGK VANGUARD INTL EQUITY INDEX F6.4K shares0.00%2026-06-302026-07-24

MUSA MURPHY USA INC1.0K shares-20.43%2026-06-302026-07-24

HAL HALLIBURTON CO16.2K shares0.00%2026-06-302026-07-24

ITA ISHARES TR2.3K shares0.00%2026-06-302026-07-24

IWM ISHARES TR1.8K shares-0.60%2026-06-302026-07-24

VONE VANGUARD SCOTTSDALE FDS1.6K shares0.00%2026-06-302026-07-24

KR KROGER CO9.1K shares-23.32%2026-06-302026-07-24

IYE ISHARES TR8.8K shares0.00%2026-06-302026-07-24

Sponsored

VBK VANGUARD INDEX FDS1.4K shares0.00%2026-06-302026-07-24

VRT VERTIV HOLDINGS CO1.4K shares-28.18%2026-06-302026-07-24

RF REGIONS FINANCIAL CORP NEW14.2K shares-0.08%2026-06-302026-07-24

DE DEERE & CO643 shares-29.65%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR13.0K shares8.33%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO3.9K shares0.00%2026-06-302026-07-24

WFC WELLS FARGO & CO4.4K shares0.00%2026-06-302026-07-24

BUD ANHEUSER BUSCH INBEV SA NV4.4K shares0.32%2026-06-302026-07-24

Sponsored

ADSK AUTODESK INC1.9K sharesnew addition2026-06-302026-07-24

XLI SELECT SECTOR SPDR TR1.9K shares0.00%2026-06-302026-07-24

FDX FEDEX CORP1.1K shares0.00%2026-06-302026-07-24

AMGN AMGEN INC959 shares-5.70%2026-06-302026-07-24

UNP UNION PAC CORP1.2K shares21.91%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL645 shares1.42%2026-06-302026-07-24

LNG CHENIERE ENERGY INC1.3K shares-11.46%2026-06-302026-07-24

IBIT ISHARES BITCOIN TRUST ETF9.5K sharesnew addition2026-06-302026-07-24

Sponsored

GOOGL ALPHABET INC845 shares13.58%2026-06-302026-07-24

AOR ISHARES TR4.2K shares0.00%2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR5.3K shares0.00%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC2.5K shares0.00%2026-06-302026-07-24

IYH ISHARES TR3.8K shares0.00%2026-06-302026-07-24

IJH ISHARES TR3.1K shares0.00%2026-06-302026-07-24

VO VANGUARD INDEX FDS2.8K shares298.59%2026-06-302026-07-24

LRCX LAM RESEARCH CORP500 sharesnew addition2026-06-302026-07-24

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY532 shares-64.01%2026-06-302026-07-24

MKL MARKEL GROUP INC105 shares0.00%2026-06-302026-07-24

FATE FATE THERAPEUTICS INC12.7K shares0.00%2026-06-302026-07-24

ISHARES TR

0.22%

Shares212.0K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-0.19%

Shares498.5K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-2.32%

Shares278.9K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

0.25%

Shares280.2K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-1.12%

Shares162.3K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

3.11%

Shares227.6K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

0.05%

Shares672.1K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-0.18%

Shares129.6K

Event2026-06-30

Filed2026-07-24

VMC

VULCAN MATLS CO

-0.91%

Shares133.4K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-2.77%

Shares47.8K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

2.87%

Shares65.4K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

-3.67%

Shares24.9K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

-4.84%

Shares20.4K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-0.46%

Shares94.2K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

-4.34%

Shares22.2K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-3.25%

Shares65.5K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

1.89%

Shares192.1K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

0.00%

Shares92.8K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

3.60%

Shares56.4K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

-6.54%

Shares18.8K

Event2026-06-30

Filed2026-07-24

VISA INC

-14.36%

Shares46.4K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

300.00%

Shares125.2K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

16.75%

Shares41.1K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-6.12%

Shares112.4K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

11.13%

Shares80.2K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

1.70%

Shares38.5K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

-10.06%

Shares155.2K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

-21.76%

Shares25.1K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-10.66%

Shares99.5K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-0.34%

Shares11.0K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-3.78%

Shares86.1K

Event2026-06-30

Filed2026-07-24

LHX

L3HARRIS TECHNOLOGIES INC

-13.61%

Shares40.3K

Event2026-06-30

Filed2026-07-24

CANADIAN PACIFIC KANSAS CITY

11.94%

Shares126.5K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

-9.96%

Shares57.5K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

216.86%

Shares103.7K

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP

-1.80%

Shares38.4K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-0.09%

Shares12.9K

Event2026-06-30

Filed2026-07-24

CINF

CINCINNATI FINL CORP

-2.00%

Shares49.8K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

41.21%

Shares48.3K

Event2026-06-30

Filed2026-07-24

ENTG

ENTEGRIS INC

2.68%

Shares48.1K

Event2026-06-30

Filed2026-07-24

NOC

NORTHROP GRUMMAN CORP

-0.97%

Shares16.5K

Event2026-06-30

Filed2026-07-24

NVS

NOVARTIS AG

0.06%

Shares52.7K

Event2026-06-30

Filed2026-07-24

AVB

AVALONBAY CMNTYS INC

-16.22%

Shares43.6K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

0.00%

Shares42.0K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

0.00%

Shares56.0K

Event2026-06-30

Filed2026-07-24

ICE

INTERCONTINENTAL EXCHANGE IN

18.59%

Shares61.9K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

-11.91%

Shares63.9K

Event2026-06-30

Filed2026-07-24

SUNB

SUNBELT RENTALS HOLDINGS INC

-5.56%

Shares93.8K

Event2026-06-30

Filed2026-07-24

GGG

GRACO INC

34.35%

Shares90.6K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

5.03%

Shares7.1K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

-27.87%

Shares63.3K

Event2026-06-30

Filed2026-07-24

MLI

MUELLER INDS INC

-10.76%

Shares52.5K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

-4.21%

Shares43.6K

Event2026-06-30

Filed2026-07-24

SLB

SLB LIMITED

14.27%

Shares131.5K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-21.76%

Shares43.9K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-3.46%

Shares34.5K

Event2026-06-30

Filed2026-07-24

RELX

RELX PLC

5.01%

Shares177.4K

Event2026-06-30

Filed2026-07-24

BWXT

BWX TECHNOLOGIES INC

-26.00%

Shares28.8K

Event2026-06-30

Filed2026-07-24

CRH

CRH PLC

-0.20%

Shares50.7K

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL

-0.03%

Shares155.6K

Event2026-06-30

Filed2026-07-24

GRMN

GARMIN LTD

13.85%

Shares20.1K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

38.63%

Shares66.6K

Event2026-06-30

Filed2026-07-24

ETFS GOLD TR

-0.27%

Shares112.9K

Event2026-06-30

Filed2026-07-24

UFPI

UFP INDUSTRIES INC

-5.09%

Shares47.2K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

-0.19%

Shares10.2K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP

-9.51%

Shares14.3K

Event2026-06-30

Filed2026-07-24

AMRZ

AMRIZE LTD

New

Shares65.6K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

21.38%

Shares7.9K

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

0.05%

Shares21.0K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

-1.78%

Shares20.6K

Event2026-06-30

Filed2026-07-24

CONSTELLATION BRANDS INC

12.40%

Shares22.2K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

0.00%

Shares20.4K

Event2026-06-30

Filed2026-07-24

DGX

QUEST DIAGNOSTICS INC

New

Shares13.3K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-10.11%

Shares24.3K

Event2026-06-30

Filed2026-07-24

HCA

HCA HEALTHCARE INC

-40.13%

Shares6.8K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-61.57%

Shares27.6K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

NTRA

NATERA INC

-1.93%

Shares8.9K

Event2026-06-30

Filed2026-07-24

NXRT

NEXPOINT RESIDENTIAL TR INC

7.96%

Shares82.7K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

353.15%

Shares21.7K

Event2026-06-30

Filed2026-07-24

DGRW

WISDOMTREE TR

0.00%

Shares21.8K

Event2026-06-30

Filed2026-07-24

SPMO

INVESCO EXCH TRADED FD TR II

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-24

ADOBE INC

-44.36%

Shares9.4K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

-1.19%

Shares4.5K

Event2026-06-30

Filed2026-07-24

ETR

ENTERGY CORP NEW

1.29%

Shares15.1K

Event2026-06-30

Filed2026-07-24

EXC

EXELON CORP

0.00%

Shares36.9K

Event2026-06-30

Filed2026-07-24

DAL

DELTA AIR LINES INC

0.00%

Shares16.9K

Event2026-06-30

Filed2026-07-24

OKE

ONEOK INC NEW

0.00%

Shares17.2K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-1.08%

Shares1.7K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

-1.23%

Shares35.2K

Event2026-06-30

Filed2026-07-24

AT&T INC

-6.51%

Shares50.2K

Event2026-06-30

Filed2026-07-24

IJJ

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-24

SELECT SECTOR SPDR TR

0.00%

Shares22.4K

Event2026-06-30

Filed2026-07-24

DOMINOS PIZZA INC

-77.28%

Shares3.4K

Event2026-06-30

Filed2026-07-24

VIS

VANGUARD WORLD FD

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

SAIA

SAIA INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

498.67%

Shares10.8K

Event2026-06-30

Filed2026-07-24

BATRK

ATLANTA BRAVES HLDGS INC

0.00%

Shares17.4K

Event2026-06-30

Filed2026-07-24

TMUS

T-MOBILE US INC

189.24%

Shares5.2K

Event2026-06-30

Filed2026-07-24

VAW

VANGUARD WORLD FD

185.51%

Shares3.8K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

-8.44%

Shares5.3K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

0.24%

Shares12.1K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

-50.13%

Shares5.4K

Event2026-06-30

Filed2026-07-24

UNILEVER PLC

-36.91%

Shares12.4K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-24

NXP SEMICONDUCTORS N V

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

60.69%

Shares6.6K

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L

8.13%

Shares17.9K

Event2026-06-30

Filed2026-07-24

DINO

HF SINCLAIR CORP

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-24

BOEING CO

-13.80%

Shares3.0K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

4.59%

Shares2.3K

Event2026-06-30

Filed2026-07-24

XLP

SELECT SECTOR SPDR TR

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

0.57%

Shares11.7K

Event2026-06-30

Filed2026-07-24

JBHT

HUNT J B TRANS SVCS INC

106.45%

Shares2.1K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

8.91%

Shares6.2K

Event2026-06-30

Filed2026-07-24

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-24

MUSA

MURPHY USA INC

-20.43%

Shares1.0K

Event2026-06-30

Filed2026-07-24

HAL

HALLIBURTON CO

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-24

ITA

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-0.60%

Shares1.8K

Event2026-06-30

Filed2026-07-24

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

KROGER CO

-23.32%

Shares9.1K

Event2026-06-30

Filed2026-07-24

IYE

ISHARES TR

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-24

VBK

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

VRT

VERTIV HOLDINGS CO

-28.18%

Shares1.4K

Event2026-06-30

Filed2026-07-24

REGIONS FINANCIAL CORP NEW

-0.08%

Shares14.2K

Event2026-06-30

Filed2026-07-24

DEERE & CO

-29.65%

Shares643

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

8.33%

Shares13.0K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-24

BUD

ANHEUSER BUSCH INBEV SA NV

0.32%

Shares4.4K

Event2026-06-30

Filed2026-07-24

ADSK

AUTODESK INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

XLI

SELECT SECTOR SPDR TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-5.70%

Shares959

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

21.91%

Shares1.2K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.42%

Shares645

Event2026-06-30

Filed2026-07-24

LNG

CHENIERE ENERGY INC

-11.46%

Shares1.3K

Event2026-06-30

Filed2026-07-24

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares9.5K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

13.58%

Shares845

Event2026-06-30

Filed2026-07-24

AOR

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

IYH

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

298.59%

Shares2.8K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

New

Shares500

Event2026-06-30

Filed2026-07-24

ELV

ELEVANCE HEALTH INC FORMERLY

-64.01%

Shares532

Event2026-06-30

Filed2026-07-24

MKL

MARKEL GROUP INC

0.00%

Shares105

Event2026-06-30

Filed2026-07-24

FATE

FATE THERAPEUTICS INC

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

NVDA Call CallNVIDIA CORPORATION2 sharesnew addition2026-06-302026-07-24

NVDA Call

NVIDIA CORPORATION

New

Shares2

Event2026-06-30

Filed2026-07-24

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION10 shares0.00%2026-06-302026-07-24

NVDA Put

NVIDIA CORPORATION

0.00%

Shares10

Event2026-06-30

Filed2026-07-24