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The Analysis of NATURAL INVESTMENTS, LLC's Holdings & P&L

Currently, NATURAL INVESTMENTS, LLC holds 301 types of securities in its portfolio with a total value $455.2K. In the most recent quarter, they have increased their positions in N/A (+13.4K shares, valued at $2.5K), CHGX1 (+54.7K shares, valued at $1.8K), AMD (+3.0K shares, valued at $1.7K); decreased their positions in TSM (-9.5K shares, valued at $4.5K), AMZN (-15.4K shares, valued at $3.7K), ASML (-1.1K shares, valued at $2.2K); initiated new positions in N/A (+13.4K shares, valued at $2.5K), SPYG (+5.3K shares, valued at $631), EVYM (+9.4K shares, valued at $477).

1M P&L

+12.3M+3.27%

3M P&L

+7.7M+2.03%

HY P&L

+30.0M+8.38%

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/A129.7K

32.3%

2Semiconductors36.7K

9.1%

3Consumer Electronics34.0K

8.5%

Top Industries by Stock Count

1N/A69 stocks

26.7%

2Banks - Regional12 stocks

4.7%

3Banks - Diversified11 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC117.7K shares1.76%2026-06-302026-07-31

NVDA NVIDIA CORPORATION115.9K shares4.54%2026-06-302026-07-31

MSFT MICROSOFT CORP49.0K shares2.78%2026-06-302026-07-31

VEGN ETF SER SOLUTIONS209.5K shares5.13%2026-06-302026-07-31

GOOGL ALPHABET INC37.6K shares5.31%2026-06-302026-07-31

JSTC TIDAL TRUST I573.6K shares-1.02%2026-06-302026-07-31

DSI ISHARES TR88.4K shares-9.63%2026-06-302026-07-31

CHGX1 EA SERIES TRUST369.6K shares17.38%2026-06-302026-07-31

Sponsored

VGSR MANAGER DIRECTED PORTFOLIOS881.0K shares8.46%2026-06-302026-07-31

GRNB VANECK ETF TRUST355.8K shares19.96%2026-06-302026-07-31

ABBVIE INC ABBVIE INC33.3K shares2.79%2026-06-302026-07-31

NXTE INVESTMENT MANAGERS SER TR I141.2K shares-9.78%2026-06-302026-07-31

HASI HA SUSTAINABLE INFRA CAP INC193.3K shares-4.37%2026-06-302026-07-31

HD HOME DEPOT INC19.1K shares7.58%2026-06-302026-07-31

LLY ELI LILLY & CO5.6K shares2.02%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO17.0K shares2.96%2026-06-302026-07-31

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC11.5K shares-45.22%2026-06-302026-07-31

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2026-06-302026-07-31

PANW PALO ALTO NETWORKS INC15.2K shares-12.50%2026-06-302026-07-31

OWNS TIDAL TRUST III295.1K shares15.08%2026-06-302026-07-31

MASTERCARD INCORPORATED MASTERCARD INCORPORATED8.5K shares7.50%2026-06-302026-07-31

GOOG ALPHABET INC12.3K shares4.95%2026-06-302026-07-31

ASML ASML HLDG NV1.9K shares-35.77%2026-06-302026-07-31

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.1K shares24.03%2026-06-302026-07-31

Sponsored

ETHO AMPLIFY ETF TR44.0K shares-2.84%2026-06-302026-07-31

PG PROCTER & GAMBLE CO23.7K shares4.31%2026-06-302026-07-31

AMD ADVANCED MICRO DEVICES INC5.9K shares104.08%2026-06-302026-07-31

ABT ABBOTT LABORATORIES35.5K shares0.20%2026-06-302026-07-31

BEPC BROOKFIELD RENEWABLE CORP79.2K shares-0.72%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.9K shares80.44%2026-06-302026-07-31

AXP AMERICAN EXPRESS CO8.5K shares2.10%2026-06-302026-07-31

UPS UNITED PARCEL SVCS INC25.5K shares-3.26%2026-06-302026-07-31

Sponsored

VISA INC VISA INC7.6K shares6.44%2026-06-302026-07-31

CVMC MORGAN STANLEY ETF TRUST33.5K shares6.77%2026-06-302026-07-31

ASTRAZENECA PLC ASTRAZENECA PLC13.4K sharesnew addition2026-06-302026-07-31

ETN EATON CORP PLC5.9K shares1.09%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON9.6K shares11.70%2026-06-302026-07-31

UL UNILEVER PLC37.9K shares0.06%2026-06-302026-07-31

ECL ECOLAB INC8.0K shares0.17%2026-06-302026-07-31

UNP UNION PAC CORP7.8K shares15.86%2026-06-302026-07-31

Sponsored

BROADCOM INC BROADCOM INC5.4K shares6.08%2026-06-302026-07-31

LRCX LAM RESEARCH CORP4.7K shares16.96%2026-06-302026-07-31

PNC PNC FINL SVCS GROUP INC8.2K shares1.03%2026-06-302026-07-31

MRK MERCK & CO INC15.5K shares5.93%2026-06-302026-07-31

PLD PROLOGIS INC.14.3K shares13.74%2026-06-302026-07-31

FTSD FRANKLIN ETF TR20.9K shares4.07%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC16.1K shares3.28%2026-06-302026-07-31

TT TRANE TECHNOLOGIES PLC3.8K shares-32.31%2026-06-302026-07-31

Sponsored

AWK AMERICAN WTR WKS CO INC NEW14.0K shares-3.67%2026-06-302026-07-31

LIN LINDE PLC3.5K shares-47.09%2026-06-302026-07-31

FSLR FIRST SOLAR INC7.5K shares16.40%2026-06-302026-07-31

INTC INTEL CORP12.7K shares-0.29%2026-06-302026-07-31

NUDM NUSHARES ETF TR43.3K shares63.57%2026-06-302026-07-31

XYL XYLEM INC14.6K shares-4.56%2026-06-302026-07-31

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC5.2K shares-2.56%2026-06-302026-07-31

IBM INTERNATIONAL BUSINESS MACHS6.0K shares3.65%2026-06-302026-07-31

Sponsored

EHC ENCOMPASS HEALTH CORP16.8K shares3.80%2026-06-302026-07-31

DE DEERE & CO2.6K shares15.76%2026-06-302026-07-31

ROK ROCKWELL AUTOMATION INC3.3K shares33.87%2026-06-302026-07-31

PEP PEPSICO INC11.8K shares-10.54%2026-06-302026-07-31

AMT AMERICAN TOWER CORP9.7K shares0.78%2026-06-302026-07-31

SHOP SHOPIFY INC13.6K shares-14.63%2026-06-302026-07-31

WAB WABTEC5.6K shares-9.56%2026-06-302026-07-31

SERVICENOW INC SERVICENOW INC14.9K shares-7.81%2026-06-302026-07-31

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN11.7K shares-8.24%2026-06-302026-07-31

GLW CORNING INC5.6K shares31.45%2026-06-302026-07-31

NXT NEXTPOWER INC11.9K shares-3.42%2026-06-302026-07-31

AMGN AMGEN INC3.9K shares-13.99%2026-06-302026-07-31

AMZN AMAZON COM INC5.8K shares-72.52%2026-06-302026-07-31

LRGE LEGG MASON ETF INVT16.2K shares5.54%2026-06-302026-07-31

GE GE AEROSPACE3.7K shares100.87%2026-06-302026-07-31

VRSK VERISK ANALYTICS INC7.5K shares24.44%2026-06-302026-07-31

Sponsored

TXN TEXAS INSTRS INC4.5K shares0.77%2026-06-302026-07-31

3M CO 3M CO8.0K shares-9.97%2026-06-302026-07-31

BAC BANK AMERICA CORP22.0K shares12.77%2026-06-302026-07-31

PRXG PRAXIS FDS30.9K shares3.60%2026-06-302026-07-31

QQQ INVESCO QQQ TR1.6K shares26.54%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL2.4K shares-12.99%2026-06-302026-07-31

GEV GE VERNOVA INC989 shares8.92%2026-06-302026-07-31

APPLIED MATLS INC APPLIED MATLS INC1.6K shares-43.61%2026-06-302026-07-31

Sponsored

WFC WELLS FARGO & CO14.0K shares62.10%2026-06-302026-07-31

BEP BROOKFIELD RENEWABLE ENERGY32.9K shares-5.53%2026-06-302026-07-31

RNRG GLOBAL X FDS32.0K shares7.48%2026-06-302026-07-31

EWBC EAST WEST BANCORP INC8.8K shares-0.25%2026-06-302026-07-31

ISRG INTUITIVE SURGICAL INC2.8K shares1.23%2026-06-302026-07-31

NETFLIX INC. NETFLIX INC.15.0K shares3.81%2026-06-302026-07-31

ISHARES TR ISHARES TR1.4K shares206.03%2026-06-302026-07-31

CHUBB LTD SWITZ CHUBB LTD SWITZ3.1K shares0.75%2026-06-302026-07-31

Sponsored

MSCI MSCI INC1.8K shares26.02%2026-06-302026-07-31

RY ROYAL BK CDA4.9K shares-1.63%2026-06-302026-07-31

AMAL AMALGAMATED FINANCIAL CORP22.1K shares-0.80%2026-06-302026-07-31

APH AMPHENOL CORP5.7K shares-24.06%2026-06-302026-07-31

ADP AUTOMATIC DATA PROCESSING IN4.5K shares19.45%2026-06-302026-07-31

USB US BANCORP16.7K shares17.09%2026-06-302026-07-31

TAN INVESCO EXCH TRADED FD TR II16.9K shares-2.38%2026-06-302026-07-31

ALC ALCON AG14.8K shares-16.69%2026-06-302026-07-31

Sponsored

ADSK AUTODESK INC5.1K shares-4.18%2026-06-302026-07-31

SBUX STARBUCKS CORP9.5K shares26.94%2026-06-302026-07-31

MELI MERCADOLIBRE INC563 shares-38.06%2026-06-302026-07-31

URI UNITED RENTALS INC844 shares-0.94%2026-06-302026-07-31

KLAC KLA CORP3.1K shares932.78%2026-06-302026-07-31

GILD GILEAD SCIENCES INC7.4K shares3.99%2026-06-302026-07-31

SUSA ISHARES TR6.0K shares15.81%2026-06-302026-07-31

VMI VALMONT INDS INC1.6K shares181.62%2026-06-302026-07-31

Sponsored

SYK STRYKER CORPORATION2.8K shares1.23%2026-06-302026-07-31

CMG CHIPOTLE MEXICAN GRILL INC25.5K shares13.56%2026-06-302026-07-31

ICLN ISHARES TR42.1K shares20.08%2026-06-302026-07-31

SHEN SHENANDOAH TELECOMMUNICATION57.2K shares0.00%2026-06-302026-07-31

FIW FIRST TR EXCHANGE-TRADED FD7.9K shares20.58%2026-06-302026-07-31

BBN BLACKROCK TAX MUNICPAL BD TR52.1K shares-7.21%2026-06-302026-07-31

TJX TJX COS INC NEW5.6K shares-30.13%2026-06-302026-07-31

ORA ORMAT TECHNOLOGIES INC7.7K shares-0.27%2026-06-302026-07-31

Sponsored

HLN HALEON PLC89.6K shares-48.21%2026-06-302026-07-31

IWD ISHARES TR3.4K shares0.00%2026-06-302026-07-31

TTEK TETRA TECH INC NEW28.4K shares31.58%2026-06-302026-07-31

NVS NOVARTIS AG5.1K shares2.18%2026-06-302026-07-31

NUSC NUSHARES ETF TR15.3K shares50.72%2026-06-302026-07-31

VUG VANGUARD INDEX FDS9.3K shares483.91%2026-06-302026-07-31

ALL ALLSTATE CORP3.3K shares1.53%2026-06-302026-07-31

TD TORONTO DOMINION BK ONT6.2K shares-0.42%2026-06-302026-07-31

Sponsored

ITW ILLINOIS TOOL WKS INC2.7K shares-0.07%2026-06-302026-07-31

NUEM NUSHARES ETF TR16.7K shares57.07%2026-06-302026-07-31

IWM ISHARES TR2.3K shares57.50%2026-06-302026-07-31

DEXCOM INC DEXCOM INC10.2K shares46.51%2026-06-302026-07-31

BSX BOSTON SCIENTIFIC CORP16.1K shares1.30%2026-06-302026-07-31

WAT WATERS CORP1.8K shares0.80%2026-06-302026-07-31

CINF CINCINNATI FINL CORP3.6K shares0.88%2026-06-302026-07-31

VRTX VERTEX PHARMACEUTICALS INC1.3K shares2.29%2026-06-302026-07-31

Sponsored

SPYG SPDR SERIES TRUST5.3K sharesnew addition2026-06-302026-07-31

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL649 shares-36.74%2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS INC14.7K shares7.84%2026-06-302026-07-31

BKNG BOOKING HOLDINGS INC3.5K shares2495.49%2026-06-302026-07-31

LOW LOWES COS INC2.7K shares0.96%2026-06-302026-07-31

HSBC HSBC HLDGS PLC6.3K shares-12.98%2026-06-302026-07-31

EQIX EQUINIX INC567 shares49.21%2026-06-302026-07-31

HUT HUT 8 CORP5.1K shares0.00%2026-06-302026-07-31

Sponsored

VGIT VANGUARD SCOTTSDALE FDS10.0K shares8.41%2026-06-302026-07-31

HYXF ISHARES TR12.5K shares-14.94%2026-06-302026-07-31

EW EDWARDS LIFESCIENCES CORP6.5K shares17.27%2026-06-302026-07-31

CL COLGATE PALMOLIVE CO6.3K shares10.88%2026-06-302026-07-31

GPN GLOBAL PMTS INC7.9K shares0.13%2026-06-302026-07-31

FLOT ISHARES TR11.3K shares0.00%2026-06-302026-07-31

GL GLOBE LIFE INC3.2K shares0.16%2026-06-302026-07-31

CVSB MORGAN STANLEY ETF TRUST11.2K shares11.56%2026-06-302026-07-31

Sponsored

DELL DELL TECHNOLOGIES INC1.3K shares-29.81%2026-06-302026-07-31

DHR DANAHER CORP DEL3.0K shares-3.63%2026-06-302026-07-31

NUHY NUSHARES ETF TR26.0K shares99.52%2026-06-302026-07-31

TMO THERMO FISHER SCIENTIFIC INC1.1K shares2.21%2026-06-302026-07-31

KO COCA COLA CO6.7K shares-45.67%2026-06-302026-07-31

PGR PROGRESSIVE CORP2.5K shares15.50%2026-06-302026-07-31

FGDL FRANKLIN TEMPLETON HOLDINGS10.1K shares0.00%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares0.90%2026-06-302026-07-31

Sponsored

CI THE CIGNA GROUP1.9K shares0.57%2026-06-302026-07-31

WMT WALMART INC4.7K shares1.66%2026-06-302026-07-31

SFM SPROUTS FMRS MKT INC6.1K shares0.82%2026-06-302026-07-31

MKC MCCORMICK & CO INC10.3K shares-56.71%2026-06-302026-07-31

S&P GLOBAL INC S&P GLOBAL INC1.3K shares5.27%2026-06-302026-07-31

MDLZ MONDELEZ INTL INC8.8K shares12.64%2026-06-302026-07-31

OEF ISHARES TR1.4K shares0.00%2026-06-302026-07-31

HDB HDFC BANK LTD19.5K shares-65.19%2026-06-302026-07-31

Sponsored

QCLN FIRST TR EXCHANGE-TRADED FD7.9K shares-1.36%2026-06-302026-07-31

NEXTERA ENERGY INC NEXTERA ENERGY INC5.5K shares-41.16%2026-06-302026-07-31

ORACLE CORP ORACLE CORP3.3K shares-4.53%2026-06-302026-07-31

EVYM MORGAN STANLEY ETF TRUST9.4K sharesnew addition2026-06-302026-07-31

CME CME GROUP INC2.1K shares7.80%2026-06-302026-07-31

NDSN NORDSON CORP1.5K shares0.46%2026-06-302026-07-31

ADI ANALOG DEVICES INC1.2K shares-39.68%2026-06-302026-07-31

QUANTA SVCS INC QUANTA SVCS INC637 shares5.29%2026-06-302026-07-31

Sponsored

CDEI MORGAN STANLEY ETF TRUST5.0K shares-7.38%2026-06-302026-07-31

MGK VANGUARD WORLD FD5.2K shares400.00%2026-06-302026-07-31

BANCO SANTANDER SA BANCO SANTANDER SA32.7K shares0.84%2026-06-302026-07-31

IRM IRON MTN INC DEL3.6K shares-13.14%2026-06-302026-07-31

PFE PFIZER INC18.7K shares117.31%2026-06-302026-07-31

CNI CANADIAN NATL RY CO3.8K shares-27.62%2026-06-302026-07-31

CDNS CADENCE DESIGN SYSTEM INC1.2K sharesnew addition2026-06-302026-07-31

BMY BRISTOL-MYERS SQUIBB CO7.7K shares-3.07%2026-06-302026-07-31

Sponsored

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.6K shares-7.27%2026-06-302026-07-31

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD4.6K shares6.76%2026-06-302026-07-31

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION3.0K shares2.45%2026-06-302026-07-31

MU MICRON TECHNOLOGY INC379 sharesnew addition2026-06-302026-07-31

CMCSA COMCAST CORP NEW17.8K shares5.53%2026-06-302026-07-31

TC ENERGY CORP TC ENERGY CORP6.3K shares0.00%2026-06-302026-07-31

GSK PLC GSK PLC7.7K shares2.81%2026-06-302026-07-31

INTU INTUIT1.5K shares6.40%2026-06-302026-07-31

Sponsored

TMUS T-MOBILE US INC2.4K shares-0.13%2026-06-302026-07-31

APD AIR PRODUCTS AND CHEMICALS I1.4K shares0.07%2026-06-302026-07-31

NUDV NUSHARES ETF TR14.3K shares0.00%2026-06-302026-07-31

MCD MCDONALDS CORP1.5K shares3.99%2026-06-302026-07-31

GWW WW GRAINGER INC288 shares52.38%2026-06-302026-07-31

GRID FIRST TR EXCHANGE-TRADED FD2.0K shares-1.64%2026-06-302026-07-31

CRM SALESFORCE INC2.5K shares0.00%2026-06-302026-07-31

ERTH INVESCO EXCHANGE TRADED FD T8.2K shares0.37%2026-06-302026-07-31

Sponsored

ESGV VANGUARD WORLD FD2.9K shares22.61%2026-06-302026-07-31

WELL WELLTOWER INC1.7K shares2.95%2026-06-302026-07-31

CMI CUMMINS INC526 shares-8.04%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC667 shares21.72%2026-06-302026-07-31

CHD CHURCH & DWIGHT CO INC3.9K shares1.47%2026-06-302026-07-31

TBLU TORTOISE CAPITAL SERIES TRUS7.2K shares-33.62%2026-06-302026-07-31

COF CAPITAL ONE FINL CORP1.8K shares-0.70%2026-06-302026-07-31

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC2.7K shares0.77%2026-06-302026-07-31

Sponsored

LYG LLOYDS BANKING GROUP PLC62.5K shares1.66%2026-06-302026-07-31

IJH ISHARES TR4.7K sharesnew addition2026-06-302026-07-31

EMNT PIMCO ETF TR3.6K shares0.00%2026-06-302026-07-31

DFAC DIMENSIONAL ETF TRUST8.0K shares-6.59%2026-06-302026-07-31

UBS UBS GROUP AG7.2K sharesnew addition2026-06-302026-07-31

RYN RAYONIER INC16.4K shares5.36%2026-06-302026-07-31

COHR COHERENT CORP874 shares0.00%2026-06-302026-07-31

TSLA TESLA INC817 shares20.15%2026-06-302026-07-31

Sponsored

MCK MCKESSON CORP451 shares2.27%2026-06-302026-07-31

MS MORGAN STANLEY1.6K shares2.19%2026-06-302026-07-31

BBEU J P MORGAN EXCHANGE TRADED F4.4K sharesnew addition2026-06-302026-07-31

NUBD NUSHARES ETF TR15.3K shares0.00%2026-06-302026-07-31

STE STERIS PLC1.6K shares0.00%2026-06-302026-07-31

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.7K shares-1.99%2026-06-302026-07-31

ROP ROPER TECHNOLOGIES INC985 shares46.14%2026-06-302026-07-31

TEL TE CONNECTIVITY PLC1.6K shares-71.99%2026-06-302026-07-31

Sponsored

NVO NOVO-NORDISK A S6.8K shares-7.84%2026-06-302026-07-31

ROST ROSS STORES INC1.5K shares-0.39%2026-06-302026-07-31

ESGU ISHARES TR2.0K sharesnew addition2026-06-302026-07-31

CATH GLOBAL X FDS3.6K shares0.00%2026-06-302026-07-31

VRT VERTIV HOLDINGS CO938 shares-12.91%2026-06-302026-07-31

DLR DIGITAL RLTY TR INC1.7K shares7.35%2026-06-302026-07-31

EBAY EBAY INC.2.8K shares-4.42%2026-06-302026-07-31

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.3.4K shares0.38%2026-06-302026-07-31

Sponsored

UBSI UNITED BANKSHARES INC WEST V6.8K shares0.00%2026-06-302026-07-31

NVT NVENT ELEC PLC1.8K shares-83.91%2026-06-302026-07-31

UMC UNITED MICROELECTRONICS CORP11.3K shares-33.23%2026-06-302026-07-31

AZO AUTOZONE INC95 shares9.20%2026-06-302026-07-31

IJR ISHARES TR2.0K shares-0.15%2026-06-302026-07-31

ADOBE INC ADOBE INC1.4K shares-4.37%2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC711 shares-67.86%2026-06-302026-07-31

CP CANADIAN PACIFIC KANSAS CITY3.4K shares-76.50%2026-06-302026-07-31

Sponsored

EMR EMERSON ELEC CO2.0K shares2.66%2026-06-302026-07-31

CVLC MORGAN STANLEY ETF TRUST3.1K shares-20.14%2026-06-302026-07-31

HPE HEWLETT PACKARD ENTERPRISE C6.4K sharesnew addition2026-06-302026-07-31

BMO BANK MONTREAL MEDIUM1.6K sharesnew addition2026-06-302026-07-31

VSGX VANGUARD WORLD FD3.4K shares-8.12%2026-06-302026-07-31

BNS BANK NOVA SCOTIA B C3.2K shares-0.06%2026-06-302026-07-31

AJG GALLAGHER ARTHUR J & CO1.2K shares27.20%2026-06-302026-07-31

ESGD ISHARES TR2.7K shares0.59%2026-06-302026-07-31

Sponsored

MEDTRONIC PLC MEDTRONIC PLC3.6K shares-38.81%2026-06-302026-07-31

TAK TAKEDA PHARMACEUTICAL CO LTD17.2K shares3.58%2026-06-302026-07-31

FITB FIFTH THIRD BANCORP4.9K sharesnew addition2026-06-302026-07-31

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A599 shares-30.91%2026-06-302026-07-31

ING ING GROEP N.V.8.7K shares-37.74%2026-06-302026-07-31

SNY SANOFI SA6.2K shares12.72%2026-06-302026-07-31

VTR VENTAS INC3.0K shares9.08%2026-06-302026-07-31

PRCS PARNASSUS INCOME FDS9.1K shares-30.19%2026-06-302026-07-31

Sponsored

CM CANADIAN IMPERIAL BANK OF CO2.3K shares-5.76%2026-06-302026-07-31

IVW ISHARES TR1.9K sharesnew addition2026-06-302026-07-31

BBVA BANCO BILBAO VIZCAYA ARGENTA10.2K shares1.59%2026-06-302026-07-31

TER TERADYNE INC525 sharesnew addition2026-06-302026-07-31

ISHARES TR ISHARES TR2.6K shares0.00%2026-06-302026-07-31

TWLO TWILIO INC1.2K shares-45.30%2026-06-302026-07-31

QCOM QUALCOMM INC1.4K sharesnew addition2026-06-302026-07-31

CSX CSX CORP5.3K shares0.00%2026-06-302026-07-31

Sponsored

MMC MARSH & MCLENNAN COS INC1.5K shares0.40%2026-06-302026-07-31

BDX BECTON DICKINSON & CO1.6K shares0.38%2026-06-302026-07-31

AON AON PLC731 shares8.78%2026-06-302026-07-31

KMB KIMBERLY-CLARK CORP2.2K shares-0.55%2026-06-302026-07-31

FXE INVESCO CURRENCYSHARES EURO2.3K shares0.00%2026-06-302026-07-31

SPTS SPDR SERIES TRUST8.2K shares9.42%2026-06-302026-07-31

GS GOLDMAN SACHS GROUP INC232 sharesnew addition2026-06-302026-07-31

AMERIPRISE FINL INC AMERIPRISE FINL INC509 shares0.00%2026-06-302026-07-31

Sponsored

MID AMERICAN CENTY ETF TR3.3K sharesnew addition2026-06-302026-07-31

FERG FERGUSON ENTERPRISES INC944 shares6.91%2026-06-302026-07-31

DATADOG INC DATADOG INC858 sharesnew addition2026-06-302026-07-31

BBCA J P MORGAN EXCHANGE TRADED F2.2K sharesnew addition2026-06-302026-07-31

SAP SAP SE1.4K shares-77.20%2026-06-302026-07-31

AFL AFLAC INC1.9K shares-10.06%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP1.6K shares0.00%2026-06-302026-07-31

JBHT HUNT J B TRANS SVCS INC758 sharesnew addition2026-06-302026-07-31

Sponsored

PH PARKER-HANNIFIN CORP224 sharesnew addition2026-06-302026-07-31

SHG SHINHAN FINANCIAL GROUP CO L3.5K shares-87.99%2026-06-302026-07-31

SNPS SYNOPSYS INC492 shares-2.57%2026-06-302026-07-31

VITL VITAL FARMS INC18.8K shares0.47%2026-06-302026-07-31

DFAE DIMENSIONAL ETF TRUST5.4K sharesnew addition2026-06-302026-07-31

DECK DECKERS OUTDOOR CORP2.2K shares1.07%2026-06-302026-07-31

ITOT ISHARES TR1.3K sharesnew addition2026-06-302026-07-31

NUSHARES ETF TR NUSHARES ETF TR4.9K sharesnew addition2026-06-302026-07-31

Sponsored

XLK SELECT SECTOR SPDR TR1.1K sharesnew addition2026-06-302026-07-31

JEPI J P MORGAN EXCHANGE TRADED F3.8K shares3.80%2026-06-302026-07-31

JLL JONES LANG LASALLE INC684 shares-0.44%2026-06-302026-07-31

HLT HILTON WORLDWIDE HLDGS INC640 sharesnew addition2026-06-302026-07-31

MAR MARRIOTT INTL INC NEW572 sharesnew addition2026-06-302026-07-31

RL RALPH LAUREN CORP527 sharesnew addition2026-06-302026-07-31

ZOETIS INC ZOETIS INC2.9K shares-4.60%2026-06-302026-07-31

ANET ARISTA NETWORKS INC1.2K sharesnew addition2026-06-302026-07-31

Sponsored

XEL XCEL ENERGY INC2.6K shares0.00%2026-06-302026-07-31

VXUS VANGUARD STAR FDS2.4K shares-14.87%2026-06-302026-07-31

CVIE MORGAN STANLEY ETF TRUST2.4K shares-32.45%2026-06-302026-07-31

MSI MOTOROLA SOLUTIONS INC490 sharesnew addition2026-06-302026-07-31

ORKA ORUKA THERAPEUTICS INC2.1K sharesnew addition2026-06-302026-07-31

ITUB ITAU UNIBANCO HLDG S A22.5K shares-79.55%2026-06-302026-07-31

PML PIMCO MUN INCOME FD II21.4K shares-11.78%2026-06-302026-07-31

MUA BLACKROCK MUNIASSETS FD INC14.1K shares0.00%2026-06-302026-07-31

Sponsored

F FORD MTR CO10.3K sharesnew addition2026-06-302026-07-31

AQN ALGONQUIN POWER & UTILITIES20.2K shares0.00%2026-06-302026-07-31

WIT WIPRO LTD51.8K shares16.31%2026-06-302026-07-31

AVAL GRUPO AVAL ACCIONES Y VALORE18.4K shares1.56%2026-06-302026-07-31

BBD BANCO BRADESCO S A23.6K shares33.24%2026-06-302026-07-31

AAPL

APPLE INC

1.76%

Shares117.7K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

4.54%

Shares115.9K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

2.78%

Shares49.0K

Event2026-06-30

Filed2026-07-31

VEGN

ETF SER SOLUTIONS

5.13%

Shares209.5K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

5.31%

Shares37.6K

Event2026-06-30

Filed2026-07-31

JSTC

TIDAL TRUST I

-1.02%

Shares573.6K

Event2026-06-30

Filed2026-07-31

DSI

ISHARES TR

-9.63%

Shares88.4K

Event2026-06-30

Filed2026-07-31

CHGX1

EA SERIES TRUST

17.38%

Shares369.6K

Event2026-06-30

Filed2026-07-31

VGSR

MANAGER DIRECTED PORTFOLIOS

8.46%

Shares881.0K

Event2026-06-30

Filed2026-07-31

GRNB

VANECK ETF TRUST

19.96%

Shares355.8K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

2.79%

Shares33.3K

Event2026-06-30

Filed2026-07-31

NXTE

INVESTMENT MANAGERS SER TR I

-9.78%

Shares141.2K

Event2026-06-30

Filed2026-07-31

HASI

HA SUSTAINABLE INFRA CAP INC

-4.37%

Shares193.3K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

7.58%

Shares19.1K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

2.02%

Shares5.6K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

2.96%

Shares17.0K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-45.22%

Shares11.5K

Event2026-06-30

Filed2026-07-31

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares7

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO NETWORKS INC

-12.50%

Shares15.2K

Event2026-06-30

Filed2026-07-31

OWNS

TIDAL TRUST III

15.08%

Shares295.1K

Event2026-06-30

Filed2026-07-31

MASTERCARD INCORPORATED

7.50%

Shares8.5K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

4.95%

Shares12.3K

Event2026-06-30

Filed2026-07-31

ASML

ASML HLDG NV

-35.77%

Shares1.9K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

24.03%

Shares4.1K

Event2026-06-30

Filed2026-07-31

ETHO

AMPLIFY ETF TR

-2.84%

Shares44.0K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

4.31%

Shares23.7K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

104.08%

Shares5.9K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

0.20%

Shares35.5K

Event2026-06-30

Filed2026-07-31

BEPC

BROOKFIELD RENEWABLE CORP

-0.72%

Shares79.2K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

80.44%

Shares3.9K

Event2026-06-30

Filed2026-07-31

AXP

AMERICAN EXPRESS CO

2.10%

Shares8.5K

Event2026-06-30

Filed2026-07-31

UPS

UNITED PARCEL SVCS INC

-3.26%

Shares25.5K

Event2026-06-30

Filed2026-07-31

VISA INC

6.44%

Shares7.6K

Event2026-06-30

Filed2026-07-31

CVMC

MORGAN STANLEY ETF TRUST

6.77%

Shares33.5K

Event2026-06-30

Filed2026-07-31

ASTRAZENECA PLC

New

Shares13.4K

Event2026-06-30

Filed2026-07-31

ETN

EATON CORP PLC

1.09%

Shares5.9K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

11.70%

Shares9.6K

Event2026-06-30

Filed2026-07-31

UNILEVER PLC

0.06%

Shares37.9K

Event2026-06-30

Filed2026-07-31

ECL

ECOLAB INC

0.17%

Shares8.0K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

15.86%

Shares7.8K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

6.08%

Shares5.4K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

16.96%

Shares4.7K

Event2026-06-30

Filed2026-07-31

PNC

PNC FINL SVCS GROUP INC

1.03%

Shares8.2K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

5.93%

Shares15.5K

Event2026-06-30

Filed2026-07-31

PLD

PROLOGIS INC.

13.74%

Shares14.3K

Event2026-06-30

Filed2026-07-31

FTSD

FRANKLIN ETF TR

4.07%

Shares20.9K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

3.28%

Shares16.1K

Event2026-06-30

Filed2026-07-31

TRANE TECHNOLOGIES PLC

-32.31%

Shares3.8K

Event2026-06-30

Filed2026-07-31

AWK

AMERICAN WTR WKS CO INC NEW

-3.67%

Shares14.0K

Event2026-06-30

Filed2026-07-31

LIN

LINDE PLC

-47.09%

Shares3.5K

Event2026-06-30

Filed2026-07-31

FSLR

FIRST SOLAR INC

16.40%

Shares7.5K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

-0.29%

Shares12.7K

Event2026-06-30

Filed2026-07-31

NUDM

NUSHARES ETF TR

63.57%

Shares43.3K

Event2026-06-30

Filed2026-07-31

XYL

XYLEM INC

-4.56%

Shares14.6K

Event2026-06-30

Filed2026-07-31

TRAVELERS COMPANIES INC

-2.56%

Shares5.2K

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

3.65%

Shares6.0K

Event2026-06-30

Filed2026-07-31

EHC

ENCOMPASS HEALTH CORP

3.80%

Shares16.8K

Event2026-06-30

Filed2026-07-31

DEERE & CO

15.76%

Shares2.6K

Event2026-06-30

Filed2026-07-31

ROK

ROCKWELL AUTOMATION INC

33.87%

Shares3.3K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

-10.54%

Shares11.8K

Event2026-06-30

Filed2026-07-31

AMT

AMERICAN TOWER CORP

0.78%

Shares9.7K

Event2026-06-30

Filed2026-07-31

SHOP

SHOPIFY INC

-14.63%

Shares13.6K

Event2026-06-30

Filed2026-07-31

WAB

WABTEC

-9.56%

Shares5.6K

Event2026-06-30

Filed2026-07-31

SERVICENOW INC

-7.81%

Shares14.9K

Event2026-06-30

Filed2026-07-31

ICE

INTERCONTINENTAL EXCHANGE IN

-8.24%

Shares11.7K

Event2026-06-30

Filed2026-07-31

GLW

CORNING INC

31.45%

Shares5.6K

Event2026-06-30

Filed2026-07-31

NXT

NEXTPOWER INC

-3.42%

Shares11.9K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

-13.99%

Shares3.9K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

-72.52%

Shares5.8K

Event2026-06-30

Filed2026-07-31

LRGE

LEGG MASON ETF INVT

5.54%

Shares16.2K

Event2026-06-30

Filed2026-07-31

GE AEROSPACE

100.87%

Shares3.7K

Event2026-06-30

Filed2026-07-31

VRSK

VERISK ANALYTICS INC

24.44%

Shares7.5K

Event2026-06-30

Filed2026-07-31

TXN

TEXAS INSTRS INC

0.77%

Shares4.5K

Event2026-06-30

Filed2026-07-31

3M CO

-9.97%

Shares8.0K

Event2026-06-30

Filed2026-07-31

BAC

BANK AMERICA CORP

12.77%

Shares22.0K

Event2026-06-30

Filed2026-07-31

PRXG

PRAXIS FDS

3.60%

Shares30.9K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

26.54%

Shares1.6K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

-12.99%

Shares2.4K

Event2026-06-30

Filed2026-07-31

GEV

GE VERNOVA INC

8.92%

Shares989

Event2026-06-30

Filed2026-07-31

APPLIED MATLS INC

-43.61%

Shares1.6K

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO & CO

62.10%

Shares14.0K

Event2026-06-30

Filed2026-07-31

BEP

BROOKFIELD RENEWABLE ENERGY

-5.53%

Shares32.9K

Event2026-06-30

Filed2026-07-31

RNRG

GLOBAL X FDS

7.48%

Shares32.0K

Event2026-06-30

Filed2026-07-31

EWBC

EAST WEST BANCORP INC

-0.25%

Shares8.8K

Event2026-06-30

Filed2026-07-31

ISRG

INTUITIVE SURGICAL INC

1.23%

Shares2.8K

Event2026-06-30

Filed2026-07-31

NETFLIX INC.

3.81%

Shares15.0K

Event2026-06-30

Filed2026-07-31

ISHARES TR

206.03%

Shares1.4K

Event2026-06-30

Filed2026-07-31

CHUBB LTD SWITZ

0.75%

Shares3.1K

Event2026-06-30

Filed2026-07-31

MSCI

MSCI INC

26.02%

Shares1.8K

Event2026-06-30

Filed2026-07-31

ROYAL BK CDA

-1.63%

Shares4.9K

Event2026-06-30

Filed2026-07-31

AMAL

AMALGAMATED FINANCIAL CORP

-0.80%

Shares22.1K

Event2026-06-30

Filed2026-07-31

APH

AMPHENOL CORP

-24.06%

Shares5.7K

Event2026-06-30

Filed2026-07-31

ADP

AUTOMATIC DATA PROCESSING IN

19.45%

Shares4.5K

Event2026-06-30

Filed2026-07-31

USB

US BANCORP

17.09%

Shares16.7K

Event2026-06-30

Filed2026-07-31

TAN

INVESCO EXCH TRADED FD TR II

-2.38%

Shares16.9K

Event2026-06-30

Filed2026-07-31

ALC

ALCON AG

-16.69%

Shares14.8K

Event2026-06-30

Filed2026-07-31

ADSK

AUTODESK INC

-4.18%

Shares5.1K

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

26.94%

Shares9.5K

Event2026-06-30

Filed2026-07-31

MELI

MERCADOLIBRE INC

-38.06%

Shares563

Event2026-06-30

Filed2026-07-31

URI

UNITED RENTALS INC

-0.94%

Shares844

Event2026-06-30

Filed2026-07-31

KLAC

KLA CORP

932.78%

Shares3.1K

Event2026-06-30

Filed2026-07-31

GILD

GILEAD SCIENCES INC

3.99%

Shares7.4K

Event2026-06-30

Filed2026-07-31

SUSA

ISHARES TR

15.81%

Shares6.0K

Event2026-06-30

Filed2026-07-31

VMI

VALMONT INDS INC

181.62%

Shares1.6K

Event2026-06-30

Filed2026-07-31

SYK

STRYKER CORPORATION

1.23%

Shares2.8K

Event2026-06-30

Filed2026-07-31

CMG

CHIPOTLE MEXICAN GRILL INC

13.56%

Shares25.5K

Event2026-06-30

Filed2026-07-31

ICLN

ISHARES TR

20.08%

Shares42.1K

Event2026-06-30

Filed2026-07-31

SHEN

SHENANDOAH TELECOMMUNICATION

0.00%

Shares57.2K

Event2026-06-30

Filed2026-07-31

FIW

FIRST TR EXCHANGE-TRADED FD

20.58%

Shares7.9K

Event2026-06-30

Filed2026-07-31

BBN

BLACKROCK TAX MUNICPAL BD TR

-7.21%

Shares52.1K

Event2026-06-30

Filed2026-07-31

TJX

TJX COS INC NEW

-30.13%

Shares5.6K

Event2026-06-30

Filed2026-07-31

ORA

ORMAT TECHNOLOGIES INC

-0.27%

Shares7.7K

Event2026-06-30

Filed2026-07-31

HLN

HALEON PLC

-48.21%

Shares89.6K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-31

TTEK

TETRA TECH INC NEW

31.58%

Shares28.4K

Event2026-06-30

Filed2026-07-31

NVS

NOVARTIS AG

2.18%

Shares5.1K

Event2026-06-30

Filed2026-07-31

NUSC

NUSHARES ETF TR

50.72%

Shares15.3K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

483.91%

Shares9.3K

Event2026-06-30

Filed2026-07-31

ALL

ALLSTATE CORP

1.53%

Shares3.3K

Event2026-06-30

Filed2026-07-31

TORONTO DOMINION BK ONT

-0.42%

Shares6.2K

Event2026-06-30

Filed2026-07-31

ITW

ILLINOIS TOOL WKS INC

-0.07%

Shares2.7K

Event2026-06-30

Filed2026-07-31

NUEM

NUSHARES ETF TR

57.07%

Shares16.7K

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

57.50%

Shares2.3K

Event2026-06-30

Filed2026-07-31

DEXCOM INC

46.51%

Shares10.2K

Event2026-06-30

Filed2026-07-31

BSX

BOSTON SCIENTIFIC CORP

1.30%

Shares16.1K

Event2026-06-30

Filed2026-07-31

WAT

WATERS CORP

0.80%

Shares1.8K

Event2026-06-30

Filed2026-07-31

CINF

CINCINNATI FINL CORP

0.88%

Shares3.6K

Event2026-06-30

Filed2026-07-31

VRTX

VERTEX PHARMACEUTICALS INC

2.29%

Shares1.3K

Event2026-06-30

Filed2026-07-31

SPYG

SPDR SERIES TRUST

New

Shares5.3K

Event2026-06-30

Filed2026-07-31

SEAGATE TECHNOLOGY HLDNGS PL

-36.74%

Shares649

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

7.84%

Shares14.7K

Event2026-06-30

Filed2026-07-31

BKNG

BOOKING HOLDINGS INC

2495.49%

Shares3.5K

Event2026-06-30

Filed2026-07-31

LOW

LOWES COS INC

0.96%

Shares2.7K

Event2026-06-30

Filed2026-07-31

HSBC

HSBC HLDGS PLC

-12.98%

Shares6.3K

Event2026-06-30

Filed2026-07-31

EQIX

EQUINIX INC

49.21%

Shares567

Event2026-06-30

Filed2026-07-31

HUT

HUT 8 CORP

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-31

VGIT

VANGUARD SCOTTSDALE FDS

8.41%

Shares10.0K

Event2026-06-30

Filed2026-07-31

HYXF

ISHARES TR

-14.94%

Shares12.5K

Event2026-06-30

Filed2026-07-31

EDWARDS LIFESCIENCES CORP

17.27%

Shares6.5K

Event2026-06-30

Filed2026-07-31

COLGATE PALMOLIVE CO

10.88%

Shares6.3K

Event2026-06-30

Filed2026-07-31

GPN

GLOBAL PMTS INC

0.13%

Shares7.9K

Event2026-06-30

Filed2026-07-31

FLOT

ISHARES TR

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-31

GLOBE LIFE INC

0.16%

Shares3.2K

Event2026-06-30

Filed2026-07-31

CVSB

MORGAN STANLEY ETF TRUST

11.56%

Shares11.2K

Event2026-06-30

Filed2026-07-31

DELL

DELL TECHNOLOGIES INC

-29.81%

Shares1.3K

Event2026-06-30

Filed2026-07-31

DHR

DANAHER CORP DEL

-3.63%

Shares3.0K

Event2026-06-30

Filed2026-07-31

NUHY

NUSHARES ETF TR

99.52%

Shares26.0K

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER SCIENTIFIC INC

2.21%

Shares1.1K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

-45.67%

Shares6.7K

Event2026-06-30

Filed2026-07-31

PGR

PROGRESSIVE CORP

15.50%

Shares2.5K

Event2026-06-30

Filed2026-07-31

FGDL

FRANKLIN TEMPLETON HOLDINGS

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

0.90%

Shares1.5K

Event2026-06-30

Filed2026-07-31

THE CIGNA GROUP

0.57%

Shares1.9K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

1.66%

Shares4.7K

Event2026-06-30

Filed2026-07-31

SFM

SPROUTS FMRS MKT INC

0.82%

Shares6.1K

Event2026-06-30

Filed2026-07-31

MKC

MCCORMICK & CO INC

-56.71%

Shares10.3K

Event2026-06-30

Filed2026-07-31

S&P GLOBAL INC

5.27%

Shares1.3K

Event2026-06-30

Filed2026-07-31

MDLZ

MONDELEZ INTL INC

12.64%

Shares8.8K

Event2026-06-30

Filed2026-07-31

OEF

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-31

HDB

HDFC BANK LTD

-65.19%

Shares19.5K

Event2026-06-30

Filed2026-07-31

QCLN

FIRST TR EXCHANGE-TRADED FD

-1.36%

Shares7.9K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

-41.16%

Shares5.5K

Event2026-06-30

Filed2026-07-31

ORACLE CORP

-4.53%

Shares3.3K

Event2026-06-30

Filed2026-07-31

EVYM

MORGAN STANLEY ETF TRUST

New

Shares9.4K

Event2026-06-30

Filed2026-07-31

CME

CME GROUP INC

7.80%

Shares2.1K

Event2026-06-30

Filed2026-07-31

NDSN

NORDSON CORP

0.46%

Shares1.5K

Event2026-06-30

Filed2026-07-31

ADI

ANALOG DEVICES INC

-39.68%

Shares1.2K

Event2026-06-30

Filed2026-07-31

QUANTA SVCS INC

5.29%

Shares637

Event2026-06-30

Filed2026-07-31

CDEI

MORGAN STANLEY ETF TRUST

-7.38%

Shares5.0K

Event2026-06-30

Filed2026-07-31

MGK

VANGUARD WORLD FD

400.00%

Shares5.2K

Event2026-06-30

Filed2026-07-31

BANCO SANTANDER SA

0.84%

Shares32.7K

Event2026-06-30

Filed2026-07-31

IRM

IRON MTN INC DEL

-13.14%

Shares3.6K

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

117.31%

Shares18.7K

Event2026-06-30

Filed2026-07-31

CNI

CANADIAN NATL RY CO

-27.62%

Shares3.8K

Event2026-06-30

Filed2026-07-31

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

BMY

BRISTOL-MYERS SQUIBB CO

-3.07%

Shares7.7K

Event2026-06-30

Filed2026-07-31

NXP SEMICONDUCTORS N V

-7.27%

Shares1.6K

Event2026-06-30

Filed2026-07-31

ALIBABA GROUP HLDG LTD

6.76%

Shares4.6K

Event2026-06-30

Filed2026-07-31

JOHNSON CONTROLS INTERNATION

2.45%

Shares3.0K

Event2026-06-30

Filed2026-07-31

MICRON TECHNOLOGY INC

New

Shares379

Event2026-06-30

Filed2026-07-31

CMCSA

COMCAST CORP NEW

5.53%

Shares17.8K

Event2026-06-30

Filed2026-07-31

TC ENERGY CORP

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-31

GSK PLC

2.81%

Shares7.7K

Event2026-06-30

Filed2026-07-31

INTU

INTUIT

6.40%

Shares1.5K

Event2026-06-30

Filed2026-07-31

TMUS

T-MOBILE US INC

-0.13%

Shares2.4K

Event2026-06-30

Filed2026-07-31

APD

AIR PRODUCTS AND CHEMICALS I

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-31

NUDV

NUSHARES ETF TR

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

3.99%

Shares1.5K

Event2026-06-30

Filed2026-07-31

GWW

WW GRAINGER INC

52.38%

Shares288

Event2026-06-30

Filed2026-07-31

GRID

FIRST TR EXCHANGE-TRADED FD

-1.64%

Shares2.0K

Event2026-06-30

Filed2026-07-31

CRM

SALESFORCE INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-31

ERTH

INVESCO EXCHANGE TRADED FD T

0.37%

Shares8.2K

Event2026-06-30

Filed2026-07-31

ESGV

VANGUARD WORLD FD

22.61%

Shares2.9K

Event2026-06-30

Filed2026-07-31

WELL

WELLTOWER INC

2.95%

Shares1.7K

Event2026-06-30

Filed2026-07-31

CMI

CUMMINS INC

-8.04%

Shares526

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

21.72%

Shares667

Event2026-06-30

Filed2026-07-31

CHD

CHURCH & DWIGHT CO INC

1.47%

Shares3.9K

Event2026-06-30

Filed2026-07-31

TBLU

TORTOISE CAPITAL SERIES TRUS

-33.62%

Shares7.2K

Event2026-06-30

Filed2026-07-31

COF

CAPITAL ONE FINL CORP

-0.70%

Shares1.8K

Event2026-06-30

Filed2026-07-31

AGILENT TECHNOLOGIES INC

0.77%

Shares2.7K

Event2026-06-30

Filed2026-07-31

LYG

LLOYDS BANKING GROUP PLC

1.66%

Shares62.5K

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

New

Shares4.7K

Event2026-06-30

Filed2026-07-31

EMNT

PIMCO ETF TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-31

DFAC

DIMENSIONAL ETF TRUST

-6.59%

Shares8.0K

Event2026-06-30

Filed2026-07-31

UBS

UBS GROUP AG

New

Shares7.2K

Event2026-06-30

Filed2026-07-31

RYN

RAYONIER INC

5.36%

Shares16.4K

Event2026-06-30

Filed2026-07-31

COHR

COHERENT CORP

0.00%

Shares874

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

20.15%

Shares817

Event2026-06-30

Filed2026-07-31

MCK

MCKESSON CORP

2.27%

Shares451

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

2.19%

Shares1.6K

Event2026-06-30

Filed2026-07-31

BBEU

J P MORGAN EXCHANGE TRADED F

New

Shares4.4K

Event2026-06-30

Filed2026-07-31

NUBD

NUSHARES ETF TR

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-31

STE

STERIS PLC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-31

ACCENTURE PLC IRELAND

-1.99%

Shares2.7K

Event2026-06-30

Filed2026-07-31

ROP

ROPER TECHNOLOGIES INC

46.14%

Shares985

Event2026-06-30

Filed2026-07-31

TEL

TE CONNECTIVITY PLC

-71.99%

Shares1.6K

Event2026-06-30

Filed2026-07-31

NVO

NOVO-NORDISK A S

-7.84%

Shares6.8K

Event2026-06-30

Filed2026-07-31

ROST

ROSS STORES INC

-0.39%

Shares1.5K

Event2026-06-30

Filed2026-07-31

ESGU

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-31

CATH

GLOBAL X FDS

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-31

VRT

VERTIV HOLDINGS CO

-12.91%

Shares938

Event2026-06-30

Filed2026-07-31

DLR

DIGITAL RLTY TR INC

7.35%

Shares1.7K

Event2026-06-30

Filed2026-07-31

EBAY

EBAY INC.

-4.42%

Shares2.8K

Event2026-06-30

Filed2026-07-31

MICROCHIP TECHNOLOGY INC.

0.38%

Shares3.4K

Event2026-06-30

Filed2026-07-31

UBSI

UNITED BANKSHARES INC WEST V

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-31

NVT

NVENT ELEC PLC

-83.91%

Shares1.8K

Event2026-06-30

Filed2026-07-31

UMC

UNITED MICROELECTRONICS CORP

-33.23%

Shares11.3K

Event2026-06-30

Filed2026-07-31

AZO

AUTOZONE INC

9.20%

Shares95

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

-0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-31

ADOBE INC

-4.37%

Shares1.4K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

-67.86%

Shares711

Event2026-06-30

Filed2026-07-31

CANADIAN PACIFIC KANSAS CITY

-76.50%

Shares3.4K

Event2026-06-30

Filed2026-07-31

EMR

EMERSON ELEC CO

2.66%

Shares2.0K

Event2026-06-30

Filed2026-07-31

CVLC

MORGAN STANLEY ETF TRUST

-20.14%

Shares3.1K

Event2026-06-30

Filed2026-07-31

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares6.4K

Event2026-06-30

Filed2026-07-31

BMO

BANK MONTREAL MEDIUM

New

Shares1.6K

Event2026-06-30

Filed2026-07-31

VSGX

VANGUARD WORLD FD

-8.12%

Shares3.4K

Event2026-06-30

Filed2026-07-31

BNS

BANK NOVA SCOTIA B C

-0.06%

Shares3.2K

Event2026-06-30

Filed2026-07-31

AJG

GALLAGHER ARTHUR J & CO

27.20%

Shares1.2K

Event2026-06-30

Filed2026-07-31

ESGD

ISHARES TR

0.59%

Shares2.7K

Event2026-06-30

Filed2026-07-31

MEDTRONIC PLC

-38.81%

Shares3.6K

Event2026-06-30

Filed2026-07-31

TAK

TAKEDA PHARMACEUTICAL CO LTD

3.58%

Shares17.2K

Event2026-06-30

Filed2026-07-31

FITB

FIFTH THIRD BANCORP

New

Shares4.9K

Event2026-06-30

Filed2026-07-31

SPOTIFY TECHNOLOGY S A

-30.91%

Shares599

Event2026-06-30

Filed2026-07-31

ING

ING GROEP N.V.

-37.74%

Shares8.7K

Event2026-06-30

Filed2026-07-31

SNY

SANOFI SA

12.72%

Shares6.2K

Event2026-06-30

Filed2026-07-31

VTR

VENTAS INC

9.08%

Shares3.0K

Event2026-06-30

Filed2026-07-31

PRCS

PARNASSUS INCOME FDS

-30.19%

Shares9.1K

Event2026-06-30

Filed2026-07-31

CANADIAN IMPERIAL BANK OF CO

-5.76%

Shares2.3K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-31

BBVA

BANCO BILBAO VIZCAYA ARGENTA

1.59%

Shares10.2K

Event2026-06-30

Filed2026-07-31

TER

TERADYNE INC

New

Shares525

Event2026-06-30

Filed2026-07-31

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-31

TWLO

TWILIO INC

-45.30%

Shares1.2K

Event2026-06-30

Filed2026-07-31

QCOM

QUALCOMM INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-31

CSX

CSX CORP

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-31

MMC

MARSH & MCLENNAN COS INC

0.40%

Shares1.5K

Event2026-06-30

Filed2026-07-31

BDX

BECTON DICKINSON & CO

0.38%

Shares1.6K

Event2026-06-30

Filed2026-07-31

AON

AON PLC

8.78%

Shares731

Event2026-06-30

Filed2026-07-31

KMB

KIMBERLY-CLARK CORP

-0.55%

Shares2.2K

Event2026-06-30

Filed2026-07-31

FXE

INVESCO CURRENCYSHARES EURO

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-31

SPTS

SPDR SERIES TRUST

9.42%

Shares8.2K

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

New

Shares232

Event2026-06-30

Filed2026-07-31

AMERIPRISE FINL INC

0.00%

Shares509

Event2026-06-30

Filed2026-07-31

MID

AMERICAN CENTY ETF TR

New

Shares3.3K

Event2026-06-30

Filed2026-07-31

FERG

FERGUSON ENTERPRISES INC

6.91%

Shares944

Event2026-06-30

Filed2026-07-31

DATADOG INC

New

Shares858

Event2026-06-30

Filed2026-07-31

BBCA

J P MORGAN EXCHANGE TRADED F

New

Shares2.2K

Event2026-06-30

Filed2026-07-31

SAP

SAP SE

-77.20%

Shares1.4K

Event2026-06-30

Filed2026-07-31

AFL

AFLAC INC

-10.06%

Shares1.9K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-31

JBHT

HUNT J B TRANS SVCS INC

New

Shares758

Event2026-06-30

Filed2026-07-31

PARKER-HANNIFIN CORP

New

Shares224

Event2026-06-30

Filed2026-07-31

SHG

SHINHAN FINANCIAL GROUP CO L

-87.99%

Shares3.5K

Event2026-06-30

Filed2026-07-31

SNPS

SYNOPSYS INC

-2.57%

Shares492

Event2026-06-30

Filed2026-07-31

VITL

VITAL FARMS INC

0.47%

Shares18.8K

Event2026-06-30

Filed2026-07-31

DFAE

DIMENSIONAL ETF TRUST

New

Shares5.4K

Event2026-06-30

Filed2026-07-31

DECK

DECKERS OUTDOOR CORP

1.07%

Shares2.2K

Event2026-06-30

Filed2026-07-31

ITOT

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-31

NUSHARES ETF TR

New

Shares4.9K

Event2026-06-30

Filed2026-07-31

XLK

SELECT SECTOR SPDR TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-31

JEPI

J P MORGAN EXCHANGE TRADED F

3.80%

Shares3.8K

Event2026-06-30

Filed2026-07-31

JLL

JONES LANG LASALLE INC

-0.44%

Shares684

Event2026-06-30

Filed2026-07-31

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares640

Event2026-06-30

Filed2026-07-31

MAR

MARRIOTT INTL INC NEW

New

Shares572

Event2026-06-30

Filed2026-07-31

RALPH LAUREN CORP

New

Shares527

Event2026-06-30

Filed2026-07-31

ZOETIS INC

-4.60%

Shares2.9K

Event2026-06-30

Filed2026-07-31

ANET

ARISTA NETWORKS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

XEL

XCEL ENERGY INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-31

VXUS

VANGUARD STAR FDS

-14.87%

Shares2.4K

Event2026-06-30

Filed2026-07-31

CVIE

MORGAN STANLEY ETF TRUST

-32.45%

Shares2.4K

Event2026-06-30

Filed2026-07-31

MSI

MOTOROLA SOLUTIONS INC

New

Shares490

Event2026-06-30

Filed2026-07-31

ORKA

ORUKA THERAPEUTICS INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-31

ITUB

ITAU UNIBANCO HLDG S A

-79.55%

Shares22.5K

Event2026-06-30

Filed2026-07-31

PML

PIMCO MUN INCOME FD II

-11.78%

Shares21.4K

Event2026-06-30

Filed2026-07-31

MUA

BLACKROCK MUNIASSETS FD INC

0.00%

Shares14.1K

Event2026-06-30

Filed2026-07-31

FORD MTR CO

New

Shares10.3K

Event2026-06-30

Filed2026-07-31

AQN

ALGONQUIN POWER & UTILITIES

0.00%

Shares20.2K

Event2026-06-30

Filed2026-07-31

WIT

WIPRO LTD

16.31%

Shares51.8K

Event2026-06-30

Filed2026-07-31

AVAL

GRUPO AVAL ACCIONES Y VALORE

1.56%

Shares18.4K

Event2026-06-30

Filed2026-07-31

BBD

BANCO BRADESCO S A

33.24%

Shares23.6K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available