Sponsored

The Analysis of Nelson Capital Management, LLC's Holdings & P&L

Currently, Nelson Capital Management, LLC holds 120 types of securities in its portfolio with a total value $911.6M. In the most recent quarter, they have increased their positions in IGSB (+51.5K shares, valued at $2.7M), LLY (+1.6K shares, valued at $1.9M), PEN (+3.5K shares, valued at $1.1M); decreased their positions in NVDA (-24.3K shares, valued at $4.9M), AMGN (-12.1K shares, valued at $4.4M), JEPI (-11.2K shares, valued at $632.7K); initiated new positions in PEN (+3.5K shares, valued at $1.1M), INTC (+3.0K shares, valued at $412.6K), ETN (+885 shares, valued at $377.0K).

1M P&L

+70.7M+8.77%

3M P&L

+34.9M+4.15%

HY P&L

+105.3M+13.65%

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

1Semiconductors327.1M

40.0%

2N/A291.8M

35.7%

3Internet Content & Information29.0M

3.6%

Top Industries by Stock Count

1N/A39 stocks

38.2%

2Semiconductors6 stocks

5.9%

3Drug Manufacturers - General5 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.6M shares-1.49%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS694.4K shares1.23%2026-06-302026-07-24

IGSB ISHARES TR776.5K shares7.11%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR200.6K shares1.58%2026-06-302026-07-24

GOOG ALPHABET INC76.4K shares-1.72%2026-06-302026-07-24

AAPL APPLE INC93.0K shares-1.21%2026-06-302026-07-24

MSFT MICROSOFT CORP69.7K shares0.03%2026-06-302026-07-24

SPTS SPDR SERIES TRUST864.5K shares-1.78%2026-06-302026-07-24

Sponsored

XLI SELECT SECTOR SPDR TR124.4K shares-0.94%2026-06-302026-07-24

VB VANGUARD INDEX FDS62.0K shares-1.17%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC134.4K shares0.01%2026-06-302026-07-24

AMZN AMAZON COM INC59.2K shares0.79%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO41.5K shares-2.46%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F210.7K shares6.90%2026-06-302026-07-24

EMXC ISHARES INC122.9K shares-2.14%2026-06-302026-07-24

VPU VANGUARD WORLD FD61.1K shares-0.66%2026-06-302026-07-24

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T14.6K shares-1.14%2026-06-302026-07-24

ISHARES TR ISHARES TR13.9K shares7.08%2026-06-302026-07-24

VISA INC VISA INC30.2K shares0.03%2026-06-302026-07-24

XCEM COLUMBIA ETF TR II186.4K shares2.62%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION9.5K shares-1.58%2026-06-302026-07-24

AEM AGNICO EAGLE MINES LTD55.5K shares-0.10%2026-06-302026-07-24

LLY ELI LILLY & CO6.0K shares36.02%2026-06-302026-07-24

TJX TJX COS INC NEW46.5K shares0.79%2026-06-302026-07-24

Sponsored

PG PROCTER & GAMBLE CO46.8K shares-1.48%2026-06-302026-07-24

ABBVIE INC ABBVIE INC23.3K shares2.17%2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR107.2K shares4.30%2026-06-302026-07-24

IHAK ISHARES TR94.0K shares0.08%2026-06-302026-07-24

SYK STRYKER CORPORATION15.5K shares-2.17%2026-06-302026-07-24

QCOM QUALCOMM INC24.0K shares-1.26%2026-06-302026-07-24

LIN LINDE PLC8.4K shares-2.22%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR27.4K shares4.41%2026-06-302026-07-24

Sponsored

XLRE SELECT SECTOR SPDR TR97.4K shares-5.12%2026-06-302026-07-24

XLC SELECT SECTOR SPDR TR35.2K shares5.53%2026-06-302026-07-24

XLY SELECT SECTOR SPDR TR31.8K shares4.72%2026-06-302026-07-24

DIS DISNEY WALT CO38.5K shares0.82%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP26.4K shares-3.47%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC7.1K shares-0.49%2026-06-302026-07-24

SCHW SCHWAB CHARLES CORP38.5K shares1.36%2026-06-302026-07-24

EMR EMERSON ELEC CO24.3K shares-1.74%2026-06-302026-07-24

Sponsored

SCHF SCHWAB STRATEGIC TR118.5K shares-2.07%2026-06-302026-07-24

CHUBB LIMITED CHUBB LIMITED9.5K shares-1.71%2026-06-302026-07-24

TEL TE CONNECTIVITY PLC15.8K shares-0.25%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL6.3K shares-0.46%2026-06-302026-07-24

HD HOME DEPOT INC8.8K shares-2.73%2026-06-302026-07-24

CVX CHEVRON CORPORATION18.4K shares-1.86%2026-06-302026-07-24

MAS MASCO CORP37.3K shares1.86%2026-06-302026-07-24

KO COCA COLA CO36.4K shares0.67%2026-06-302026-07-24

Sponsored

AJG GALLAGHER ARTHUR J & CO12.6K shares-2.11%2026-06-302026-07-24

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP9.0K shares2.50%2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC7.2K shares-2.26%2026-06-302026-07-24

GLD SPDR GOLD TR7.7K shares0.00%2026-06-302026-07-24

ROP ROPER TECHNOLOGIES INC8.3K shares-2.99%2026-06-302026-07-24

SHEL SHELL PLC36.0K shares-0.25%2026-06-302026-07-24

S&P GLOBAL INC S&P GLOBAL INC6.4K shares-4.01%2026-06-302026-07-24

XLP SELECT SECTOR SPDR TR30.4K shares3.68%2026-06-302026-07-24

Sponsored

XYL XYLEM INC20.2K shares0.92%2026-06-302026-07-24

GOOGL ALPHABET INC5.8K shares-0.10%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.25.6K shares0.15%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR34.4K shares-0.45%2026-06-302026-07-24

XLB SELECT SECTOR SPDR TR33.9K shares3.89%2026-06-302026-07-24

ORACLE CORP ORACLE CORP10.5K shares2.45%2026-06-302026-07-24

CRM SALESFORCE INC8.9K shares1.85%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON5.2K shares2.83%2026-06-302026-07-24

Sponsored

IJR ISHARES TR8.7K shares-0.97%2026-06-302026-07-24

LRCX LAM RESEARCH CORP2.9K shares0.00%2026-06-302026-07-24

QQQ INVESCO QQQ TR1.6K shares0.00%2026-06-302026-07-24

PEN PENUMBRA INC3.5K sharesnew addition2026-06-302026-07-24

TPL TEXAS PACIFIC LAND CORPORATI2.5K shares0.00%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC1.8K shares0.00%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F18.5K shares0.34%2026-06-302026-07-24

NUE NUCOR CORP3.6K shares0.00%2026-06-302026-07-24

Sponsored

VUG VANGUARD INDEX FDS9.2K shares500.00%2026-06-302026-07-24

AMGN AMGEN INC2.2K shares-84.86%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC2.3K shares-15.09%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F13.4K shares-45.57%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC1.7K shares-17.33%2026-06-302026-07-24

CAT CATERPILLAR INC673 shares25.09%2026-06-302026-07-24

SCHO SCHWAB STRATEGIC TR24.4K shares14.46%2026-06-302026-07-24

WMT WALMART INC5.1K shares1.07%2026-06-302026-07-24

Sponsored

BROADCOM INC BROADCOM INC1.5K shares1.41%2026-06-302026-07-24

P EVERPURE INC7.1K shares0.00%2026-06-302026-07-24

DHS WISDOMTREE TR4.7K shares0.00%2026-06-302026-07-24

ADOBE INC ADOBE INC2.6K shares0.00%2026-06-302026-07-24

VOO VANGUARD INDEX FDS769 shares-1.66%2026-06-302026-07-24

MRK MERCK & CO INC4.0K shares0.00%2026-06-302026-07-24

IWO ISHARES TR1.3K shares0.00%2026-06-302026-07-24

TSLA TESLA INC1.1K shares77.52%2026-06-302026-07-24

Sponsored

GS GOLDMAN SACHS GROUP INC445 shares1.83%2026-06-302026-07-24

NEM NEWMONT CORP4.7K shares59.48%2026-06-302026-07-24

ABNB AIRBNB INC3.0K shares-14.60%2026-06-302026-07-24

INTC INTEL CORP3.0K sharesnew addition2026-06-302026-07-24

IJH ISHARES TR5.0K shares0.00%2026-06-302026-07-24

VONG VANGUARD SCOTTSDALE FDS3.0K shares0.00%2026-06-302026-07-24

ETN EATON CORP PLC885 sharesnew addition2026-06-302026-07-24

PH PARKER-HANNIFIN CORP385 shares0.00%2026-06-302026-07-24

Sponsored

AMD ADVANCED MICRO DEVICES INC637 sharesnew addition2026-06-302026-07-24

ABT ABBOTT LABORATORIES4.1K shares0.00%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2026-06-302026-07-24

ICLN ISHARES TR17.1K shares0.00%2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II1.1K sharesnew addition2026-06-302026-07-24

MCD MCDONALDS CORP1.2K shares0.00%2026-06-302026-07-24

B BARRICK MNG CORP8.0K sharesnew addition2026-06-302026-07-24

VGT VANGUARD WORLD FD2.4K sharesnew addition2026-06-302026-07-24

Sponsored

GILD GILEAD SCIENCES INC2.2K shares-25.93%2026-06-302026-07-24

INTU INTUIT982 shares-28.06%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC221 sharesnew addition2026-06-302026-07-24

PM PHILIP MORRIS INTL INC1.4K shares0.00%2026-06-302026-07-24

KLAC KLA CORP810 sharesnew addition2026-06-302026-07-24

TXN TEXAS INSTRS INC818 sharesnew addition2026-06-302026-07-24

HIMS HIMS & HERS HEALTH INC7.0K sharesnew addition2026-06-302026-07-24

SOXX ISHARES TR375 sharesnew addition2026-06-302026-07-24

Sponsored

XME SPDR SERIES TRUST2.2K shares10.19%2026-06-302026-07-24

IWM ISHARES TR753 shares-9.28%2026-06-302026-07-24

GLW CORNING INC865 sharesnew addition2026-06-302026-07-24

PFFD GLOBAL X FDS11.5K shares-48.02%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS556 sharesnew addition2026-06-302026-07-24

ENVIRI CORP ENVIRI CORP9.3K sharesnew addition2026-06-302026-07-24

BP BP PLC5.4K sharesnew addition2026-06-302026-07-24

CRBU CARIBOU BIOSCIENCES INC58.7K shares0.00%2026-06-302026-07-24

Sponsored

NVDA

NVIDIA CORPORATION

-1.49%

Shares1.6M

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

1.23%

Shares694.4K

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES TR

7.11%

Shares776.5K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

1.58%

Shares200.6K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-1.72%

Shares76.4K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-1.21%

Shares93.0K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

0.03%

Shares69.7K

Event2026-06-30

Filed2026-07-24

SPTS

SPDR SERIES TRUST

-1.78%

Shares864.5K

Event2026-06-30

Filed2026-07-24

XLI

SELECT SECTOR SPDR TR

-0.94%

Shares124.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-1.17%

Shares62.0K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

0.01%

Shares134.4K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

0.79%

Shares59.2K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-2.46%

Shares41.5K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

6.90%

Shares210.7K

Event2026-06-30

Filed2026-07-24

EMXC

ISHARES INC

-2.14%

Shares122.9K

Event2026-06-30

Filed2026-07-24

VPU

VANGUARD WORLD FD

-0.66%

Shares61.1K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-1.14%

Shares14.6K

Event2026-06-30

Filed2026-07-24

ISHARES TR

7.08%

Shares13.9K

Event2026-06-30

Filed2026-07-24

VISA INC

0.03%

Shares30.2K

Event2026-06-30

Filed2026-07-24

XCEM

COLUMBIA ETF TR II

2.62%

Shares186.4K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

-1.58%

Shares9.5K

Event2026-06-30

Filed2026-07-24

AEM

AGNICO EAGLE MINES LTD

-0.10%

Shares55.5K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

36.02%

Shares6.0K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

0.79%

Shares46.5K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-1.48%

Shares46.8K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

2.17%

Shares23.3K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

4.30%

Shares107.2K

Event2026-06-30

Filed2026-07-24

IHAK

ISHARES TR

0.08%

Shares94.0K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

-2.17%

Shares15.5K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

-1.26%

Shares24.0K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

-2.22%

Shares8.4K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

4.41%

Shares27.4K

Event2026-06-30

Filed2026-07-24

XLRE

SELECT SECTOR SPDR TR

-5.12%

Shares97.4K

Event2026-06-30

Filed2026-07-24

XLC

SELECT SECTOR SPDR TR

5.53%

Shares35.2K

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR

4.72%

Shares31.8K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

0.82%

Shares38.5K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-3.47%

Shares26.4K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

-0.49%

Shares7.1K

Event2026-06-30

Filed2026-07-24

SCHW

SCHWAB CHARLES CORP

1.36%

Shares38.5K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

-1.74%

Shares24.3K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

-2.07%

Shares118.5K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

-1.71%

Shares9.5K

Event2026-06-30

Filed2026-07-24

TEL

TE CONNECTIVITY PLC

-0.25%

Shares15.8K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.46%

Shares6.3K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-2.73%

Shares8.8K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-1.86%

Shares18.4K

Event2026-06-30

Filed2026-07-24

MAS

MASCO CORP

1.86%

Shares37.3K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

0.67%

Shares36.4K

Event2026-06-30

Filed2026-07-24

AJG

GALLAGHER ARTHUR J & CO

-2.11%

Shares12.6K

Event2026-06-30

Filed2026-07-24

ROYAL CARIBBEAN GROUP

2.50%

Shares9.0K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

-2.26%

Shares7.2K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-24

ROP

ROPER TECHNOLOGIES INC

-2.99%

Shares8.3K

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC

-0.25%

Shares36.0K

Event2026-06-30

Filed2026-07-24

S&P GLOBAL INC

-4.01%

Shares6.4K

Event2026-06-30

Filed2026-07-24

XLP

SELECT SECTOR SPDR TR

3.68%

Shares30.4K

Event2026-06-30

Filed2026-07-24

XYL

XYLEM INC

0.92%

Shares20.2K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-0.10%

Shares5.8K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

0.15%

Shares25.6K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

-0.45%

Shares34.4K

Event2026-06-30

Filed2026-07-24

XLB

SELECT SECTOR SPDR TR

3.89%

Shares33.9K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

2.45%

Shares10.5K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

1.85%

Shares8.9K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

2.83%

Shares5.2K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-0.97%

Shares8.7K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

PEN

PENUMBRA INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-24

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

0.34%

Shares18.5K

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

500.00%

Shares9.2K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-84.86%

Shares2.2K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

-15.09%

Shares2.3K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

-45.57%

Shares13.4K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

-17.33%

Shares1.7K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

25.09%

Shares673

Event2026-06-30

Filed2026-07-24

SCHO

SCHWAB STRATEGIC TR

14.46%

Shares24.4K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

1.07%

Shares5.1K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

1.41%

Shares1.5K

Event2026-06-30

Filed2026-07-24

EVERPURE INC

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-24

DHS

WISDOMTREE TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-24

ADOBE INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-1.66%

Shares769

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

IWO

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

77.52%

Shares1.1K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

1.83%

Shares445

Event2026-06-30

Filed2026-07-24

NEM

NEWMONT CORP

59.48%

Shares4.7K

Event2026-06-30

Filed2026-07-24

ABNB

AIRBNB INC

-14.60%

Shares3.0K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

New

Shares885

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

0.00%

Shares385

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

New

Shares637

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

ICLN

ISHARES TR

0.00%

Shares17.1K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

BARRICK MNG CORP

New

Shares8.0K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

New

Shares2.4K

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC

-25.93%

Shares2.2K

Event2026-06-30

Filed2026-07-24

INTU

INTUIT

-28.06%

Shares982

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

New

Shares221

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

New

Shares810

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

New

Shares818

Event2026-06-30

Filed2026-07-24

HIMS

HIMS & HERS HEALTH INC

New

Shares7.0K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES TR

New

Shares375

Event2026-06-30

Filed2026-07-24

XME

SPDR SERIES TRUST

10.19%

Shares2.2K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-9.28%

Shares753

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

New

Shares865

Event2026-06-30

Filed2026-07-24

PFFD

GLOBAL X FDS

-48.02%

Shares11.5K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

New

Shares556

Event2026-06-30

Filed2026-07-24

ENVIRI CORP

New

Shares9.3K

Event2026-06-30

Filed2026-07-24

BP PLC

New

Shares5.4K

Event2026-06-30

Filed2026-07-24

CRBU

CARIBOU BIOSCIENCES INC

0.00%

Shares58.7K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available