Sponsored

The Analysis of NORTHEAST INVESTMENT MANAGEMENT's Holdings & P&L

Currently, NORTHEAST INVESTMENT MANAGEMENT holds 200 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in VO (+231.8K shares, valued at $18.7M), MGK (+191.4K shares, valued at $16.8M), AMZN (+61.8K shares, valued at $14.7M); decreased their positions in BX (-38.5K shares, valued at $4.5M), ISRG (-8.1K shares, valued at $3.2M), NVDA (-15.6K shares, valued at $3.1M); initiated new positions in N/A (+49.6K shares, valued at $11.1M), N/A (+6.1K shares, valued at $2.3M), NTES (+9.1K shares, valued at $1.2M).

1M P&L

+91.8M+4.59%

3M P&L

+92.0M+4.61%

HY P&L

+87.1M+4.35%

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/A370.0M

16.6%

2Semiconductors258.4M

11.6%

3Internet Content & Information205.9M

9.2%

Top Industries by Stock Count

1N/A37 stocks

22.3%

2Semiconductors9 stocks

5.4%

3Drug Manufacturers - General7 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORP1.1M shares-1.39%2026-06-302026-07-16

AAPL APPLE INC630.1K shares1.61%2026-06-302026-07-16

GOOGL ALPHABET INC CL A484.1K shares-1.38%2026-06-302026-07-16

AMZN AMAZON.COM INC587.6K shares11.75%2026-06-302026-07-16

MSFT MICROSOFT CORP259.1K shares1.83%2026-06-302026-07-16

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP90.5K shares-0.69%2026-06-302026-07-16

VISA INC CL A VISA INC CL A237.8K shares-0.11%2026-06-302026-07-16

VOO VANGUARD S&P 500 ETF116.0K shares0.95%2026-06-302026-07-16

Sponsored

ABBNY ABB LTD SP ADR687.3K shares-1.07%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC CL B135.0K shares-0.21%2026-06-302026-07-16

ASML ASML HOLDING NV33.9K shares0.53%2026-06-302026-07-16

LLY ELI LILLY & CO54.3K shares0.57%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO194.8K shares0.18%2026-06-302026-07-16

META PLATFORMS INC CL A META PLATFORMS INC CL A107.9K shares0.88%2026-06-302026-07-16

PANW PALO ALTO NETWORKS INC154.9K shares2.36%2026-06-302026-07-16

UNP UNION PACIFIC CORP171.2K shares-0.72%2026-06-302026-07-16

Sponsored

GS GOLDMAN SACHS GROUP INC43.9K shares0.58%2026-06-302026-07-16

WMT WALMART INC391.9K shares0.50%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON170.1K shares-0.10%2026-06-302026-07-16

VB VANGUARD SMALL CAP ETF137.6K shares3.44%2026-06-302026-07-16

TMO THERMO FISHER SCIENTIFIC INC81.2K shares-0.59%2026-06-302026-07-16

VEA VANGUARD FTSE DEV MKT ETF512.7K shares5.88%2026-06-302026-07-16

LOW LOWES COS INC156.9K shares0.11%2026-06-302026-07-16

URI UNITED RENTALS INC30.3K shares0.25%2026-06-302026-07-16

Sponsored

ISRG INTUITIVE SURGICAL INC85.4K shares-8.65%2026-06-302026-07-16

NEXTERA ENERGY INC NEXTERA ENERGY INC374.7K shares0.65%2026-06-302026-07-16

GOOG ALPHABET INC CL C93.0K shares-0.14%2026-06-302026-07-16

WASTE MANAGEMENT INC WASTE MANAGEMENT INC139.5K shares-1.55%2026-06-302026-07-16

DHR DANAHER CORP155.3K shares-1.19%2026-06-302026-07-16

TSM TAIWAN SEMICONDUCTOR MFG LTD S58.0K shares71.76%2026-06-302026-07-16

VIG VANGUARD DIV APPREC ETF113.0K shares-4.74%2026-06-302026-07-16

QUANTA SVCS INC COM QUANTA SVCS INC COM35.4K shares20.16%2026-06-302026-07-16

Sponsored

TJX TJX COS INC165.2K shares11.01%2026-06-302026-07-16

VO VANGUARD MID CAP ETF307.2K shares307.51%2026-06-302026-07-16

DE DEERE & CO37.2K shares-0.29%2026-06-302026-07-16

EXXON MOBIL CORP EXXON MOBIL CORP163.6K shares-0.97%2026-06-302026-07-16

AMT AMERICAN TOWER CORP136.2K shares-5.22%2026-06-302026-07-16

MGK VANGUARD MEGA GROWTH IND237.1K shares418.65%2026-06-302026-07-16

MCD MCDONALDS CORP76.4K shares-0.78%2026-06-302026-07-16

CAT CATERPILLAR INC18.2K shares2.68%2026-06-302026-07-16

Sponsored

CVX CHEVRON CORP99.7K shares-0.07%2026-06-302026-07-16

BX BLACKSTONE INC COM137.5K shares-21.88%2026-06-302026-07-16

BLK BLACKROCK INC15.6K shares-2.42%2026-06-302026-07-16

GEV GE VERNOVA INC12.6K shares5.31%2026-06-302026-07-16

VEU VANGUARD ALL WORLD EX-US ETF173.2K shares33.83%2026-06-302026-07-16

DIS DISNEY WALT CO138.1K shares-3.49%2026-06-302026-07-16

PG PROCTER AND GAMBLE CO89.4K shares-0.64%2026-06-302026-07-16

VWO VANGUARD FTSE EMERG MKT ETF213.0K shares4.85%2026-06-302026-07-16

Sponsored

NETFLIX INC NETFLIX INC174.8K shares-7.40%2026-06-302026-07-16

SPOTIFY TECHNOLOGY SA SPOTIFY TECHNOLOGY SA25.3K shares-4.15%2026-06-302026-07-16

SHW SHERWIN WILLIAMS CO33.7K shares-1.04%2026-06-302026-07-16

VV VANGUARD LARGE CAP ETF33.0K shares0.00%2026-06-302026-07-16

Honeywell Intl Inc Honeywell Intl Inc49.6K sharesnew addition2026-06-302026-07-16

TSLA TESLA INC25.7K shares3.92%2026-06-302026-07-16

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A17.0K shares1.51%2026-06-302026-07-16

BAC BANK OF AMERICA CORP138.6K shares-4.74%2026-06-302026-07-16

Sponsored

PEP PEPSICO INC56.2K shares-1.95%2026-06-302026-07-16

MRK MERCK & CO INC57.5K shares18.04%2026-06-302026-07-16

ABT ABBOTT LABORATORIES81.3K shares-4.62%2026-06-302026-07-16

UBER UBER TECHNOLOGIES INC100.1K shares-24.64%2026-06-302026-07-16

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF8.3K shares1.47%2026-06-302026-07-16

CISCO SYSTEMS INC CISCO SYSTEMS INC52.8K shares5.84%2026-06-302026-07-16

MS MORGAN STANLEY25.7K shares7.50%2026-06-302026-07-16

WELL WELLTOWER INC23.0K shares250.75%2026-06-302026-07-16

Sponsored

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF6.8K shares0.00%2026-06-302026-07-16

CEG CONSTELLATION ENERGY CORP20.0K shares4.00%2026-06-302026-07-16

VTV VANGUARD VALUE ETF22.7K shares1.57%2026-06-302026-07-16

CHD CHURCH & DWIGHT INC50.8K shares-5.54%2026-06-302026-07-16

LMT LOCKHEED MARTIN CORP9.0K shares0.25%2026-06-302026-07-16

NVS NOVARTIS AG SP ADR27.8K shares-3.71%2026-06-302026-07-16

ANET ARISTA NETWORKS INC25.0K shares35.70%2026-06-302026-07-16

CL COLGATE PALMOLIVE CO43.9K shares-4.66%2026-06-302026-07-16

Sponsored

HD HOME DEPOT INC11.2K shares-0.33%2026-06-302026-07-16

GLW CORNING INC14.5K shares4.99%2026-06-302026-07-16

INTC INTEL CORP26.0K shares-3.52%2026-06-302026-07-16

VST VISTRA CORP COM20.3K shares4.19%2026-06-302026-07-16

APD AIR PRODS & CHEMS INC10.9K shares0.77%2026-06-302026-07-16

ABBVIE INC ABBVIE INC12.0K shares0.14%2026-06-302026-07-16

RTX CORPORATION RTX CORPORATION15.5K shares2.89%2026-06-302026-07-16

KO COCA-COLA CO35.3K shares-0.03%2026-06-302026-07-16

Sponsored

AMD ADVANCED MICRO DEVICES INC4.9K shares-0.32%2026-06-302026-07-16

EMR EMERSON ELECTRIC CO17.8K shares-1.62%2026-06-302026-07-16

QQQ INVESCO QQQ TR UNIT SER 13.4K shares2.36%2026-06-302026-07-16

IWD ISHARES RUSSELL 1000 VAL ETF10.1K shares0.00%2026-06-302026-07-16

BROADCOM INC BROADCOM INC6.1K sharesnew addition2026-06-302026-07-16

IWF ISHARES RUSSELL 1000 GROWTH ET18.7K shares300.00%2026-06-302026-07-16

MDLZ MONDELEZ INTL INC CL A38.5K shares-5.84%2026-06-302026-07-16

Amcor Plc Amcor Plc49.7K shares0.00%2026-06-302026-07-16

Sponsored

NUE NUCOR CORP9.6K shares0.00%2026-06-302026-07-16

EBC EASTERN BANKSHARES INC92.5K shares0.00%2026-06-302026-07-16

VANGUARD TOTAL STOCK MKT VANGUARD TOTAL STOCK MKT5.5K shares0.05%2026-06-302026-07-16

IBM INTL BUSINESS MACHINES7.3K shares4.44%2026-06-302026-07-16

TROW T ROWE PRICE GROUP INC17.6K shares-8.16%2026-06-302026-07-16

WMB WILLIAMS COS INC24.6K shares0.13%2026-06-302026-07-16

ECL ECOLAB INC6.3K shares7.23%2026-06-302026-07-16

AMGN AMGEN INC4.8K shares0.40%2026-06-302026-07-16

Sponsored

QCOM QUALCOMM INC9.2K shares0.00%2026-06-302026-07-16

FAST FASTENAL CO33.6K shares0.00%2026-06-302026-07-16

EEM ISHARES MSCI EMERG MKT ETF22.9K shares-1.10%2026-06-302026-07-16

IWM ISHARES RUSSELL 2000 ETF5.1K shares185.47%2026-06-302026-07-16

CLX CLOROX CO14.8K shares-37.46%2026-06-302026-07-16

PRU PRUDENTIAL FINANCIAL INC12.9K shares-2.64%2026-06-302026-07-16

KMI KINDER MORGAN INC42.9K shares0.18%2026-06-302026-07-16

3M CO 3M CO8.4K shares-0.48%2026-06-302026-07-16

Sponsored

XLK SELECT SECTOR SPDR TR TECHNOLO6.9K shares30.33%2026-06-302026-07-16

CROWDSTRIKE HOLDINGS INC CL A CROWDSTRIKE HOLDINGS INC CL A1.7K shares-1.17%2026-06-302026-07-16

EFA ISHARES MSCI EAFE ETF11.6K shares-1.44%2026-06-302026-07-16

NTES NETEASE INC SP ADR9.1K sharesnew addition2026-06-302026-07-16

ADP AUTOMATIC DATA PROCESSING INC5.2K shares-5.09%2026-06-302026-07-16

PM PHILIP MORRIS INTL INC6.3K shares-0.83%2026-06-302026-07-16

SLB SLB LIMITED24.4K shares0.45%2026-06-302026-07-16

ORACLE CORP ORACLE CORP7.4K shares5.47%2026-06-302026-07-16

Sponsored

GE GE AEROSPACE2.7K shares0.92%2026-06-302026-07-16

T AT&T INC48.3K shares3.29%2026-06-302026-07-16

EPD ENTERPRISE PRODUCTS PARTNERS L26.8K shares0.00%2026-06-302026-07-16

ENB ENBRIDGE INC18.2K shares0.00%2026-06-302026-07-16

MTB M & T BANK CORP4.1K shares0.00%2026-06-302026-07-16

VZ VERIZON COMMUNICATIONS INC22.1K shares-2.61%2026-06-302026-07-16

PFE PFIZER INC38.6K shares1.58%2026-06-302026-07-16

ITOT ISHARES CORE S&P TTL STOCK5.2K shares0.00%2026-06-302026-07-16

Sponsored

SOUTHERN CO SOUTHERN CO8.8K shares0.00%2026-06-302026-07-16

SYY SYSCO CORP9.5K shares0.00%2026-06-302026-07-16

ESGV VANGUARD ESG US STOCK ETF5.8K shares3.89%2026-06-302026-07-16

SBUX STARBUCKS CORP7.4K shares110.99%2026-06-302026-07-16

VBK VANGUARD SMALL CAP GROWTH ETF2.1K shares0.00%2026-06-302026-07-16

USB US BANCORP DEL12.3K shares-13.20%2026-06-302026-07-16

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A6.2K shares-2.25%2026-06-302026-07-16

KEQU Kewaunee Scientific Corp20.0K shares0.00%2026-06-302026-07-16

Sponsored

UL Unilever Plc Sp Adr New11.4K shares-0.01%2026-06-302026-07-16

WFC WELLS FARGO CO8.0K shares-48.12%2026-06-302026-07-16

ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD2.0K sharesnew addition2026-06-302026-07-16

VYM VANGUARD HIGH DIV YIELD4.0K shares0.00%2026-06-302026-07-16

HLT HILTON WORLDWIDE HOLDINGS INC1.9K shares6.03%2026-06-302026-07-16

IBIT ISHARES BITCOIN TRUST ETF SHS18.5K shares0.00%2026-06-302026-07-16

CHUBB LIMITED CHUBB LIMITED1.8K shares-4.24%2026-06-302026-07-16

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.8K shares-0.93%2026-06-302026-07-16

Sponsored

WY WEYERHAEUSER CO24.4K shares0.84%2026-06-302026-07-16

MICROCHIP TECHNOLOGY INC MICROCHIP TECHNOLOGY INC6.4K sharesnew addition2026-06-302026-07-16

VRTX VERTEX PHARMACEUTICALS INC1.2K sharesnew addition2026-06-302026-07-16

AEP AMERICAN ELECTRIC POWER INC3.9K shares0.00%2026-06-302026-07-16

KMB KIMBERLY CLARK CORP4.8K shares2.11%2026-06-302026-07-16

NBBK NB BANCORP INC25.0K shares0.00%2026-06-302026-07-16

NKE NIKE INC CL B12.7K shares-52.97%2026-06-302026-07-16

VNQ VANGUARD REAL ESTATE ETF5.1K shares0.51%2026-06-302026-07-16

Sponsored

MSI MOTOROLA SOLUTIONS INC1.2K shares0.00%2026-06-302026-07-16

VPU VANGUARD UTILITIES ETF2.5K shares0.00%2026-06-302026-07-16

CVS CVS HEALTH CORP4.6K shares0.00%2026-06-302026-07-16

IWR ISHARES RUS MID CAP ETF4.2K shares0.00%2026-06-302026-07-16

COP CONOCOPHILLIPS4.4K shares-0.94%2026-06-302026-07-16

BP BP PLC SP ADR12.0K shares0.00%2026-06-302026-07-16

Spdr State Street Spd Spdr State Street Spd5.0K sharesnew addition2026-06-302026-07-16

MTD METTLER TOLEDO INTERNATIONAL336 shares-0.88%2026-06-302026-07-16

Sponsored

HSY HERSHEY CO2.4K shares0.00%2026-06-302026-07-16

SHEL SHELL PLC SPON ADS5.3K shares1.43%2026-06-302026-07-16

ITW ILLINOIS TOOL WORKS INC1.5K shares0.00%2026-06-302026-07-16

IJK ISHARES S&P MC 400GR ETF3.4K shares0.00%2026-06-302026-07-16

ADM ARCHER DANIELS MIDLAND CO5.2K shares0.00%2026-06-302026-07-16

CMCSA COMCAST CORP CL A16.0K sharesnew addition2026-06-302026-07-16

MSGS MADISON SQUARE GRDN SPRT CORP970 shares0.00%2026-06-302026-07-16

IJH ISHARES CORE S&P MCP ETF5.0K shares4.20%2026-06-302026-07-16

Sponsored

NEM NEWMONT CORP4.0K shares0.00%2026-06-302026-07-16

IFF INTERNATIONAL FLAVORS & FRAGRA4.7K shares0.00%2026-06-302026-07-16

XLI SELECT SECTOR SPDR INDUSTRIALS2.0K sharesnew addition2026-06-302026-07-16

BMY BRISTOL-MYERS SQUIBB CO6.4K shares0.00%2026-06-302026-07-16

GIS GENERAL MILLS INC10.4K shares0.00%2026-06-302026-07-16

MDY STATE STREET SPDR S&P MIDCAP 4497 shares33.60%2026-06-302026-07-16

VSGX VANGUARD ESG INTL STOCK ETF4.2K shares0.00%2026-06-302026-07-16

DVY ISHARES SELECT DIV ETF2.2K shares-5.72%2026-06-302026-07-16

Sponsored

MOAT Vaneck Etf Trust Mrngstr Wde M3.3K shares0.00%2026-06-302026-07-16

EOG EOG RESOURCES INC2.6K shares0.00%2026-06-302026-07-16

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC2.9K shares-18.81%2026-06-302026-07-16

RKLB Rocket Lab Corp3.3K sharesnew addition2026-06-302026-07-16

ADI ANALOG DEVICES INC836 shares1.58%2026-06-302026-07-16

MU Micron Technology Inc280 sharesnew addition2026-06-302026-07-16

C CITIGROUP INC2.3K sharesnew addition2026-06-302026-07-16

CARR CARRIER GLOBAL CORPORATION4.3K shares0.00%2026-06-302026-07-16

Sponsored

SWKS SKYWORKS SOLUTIONS INC4.5K sharesnew addition2026-06-302026-07-16

OKE ONEOK INC COM3.4K shares0.00%2026-06-302026-07-16

VDE VANGUARD ENERGY2.0K shares0.00%2026-06-302026-07-16

UPS UNITED PARCEL SERVICE INC CL B2.7K shares0.00%2026-06-302026-07-16

IVW ISHARES S&P 500 GROWTH ETF2.0K shares0.00%2026-06-302026-07-16

GWW GRAINGER W W INC200 shares0.00%2026-06-302026-07-16

WAB WABTEC CORP1.0K shares-1.56%2026-06-302026-07-16

IDEXX LABORATORIES INC IDEXX LABORATORIES INC508 shares-1.36%2026-06-302026-07-16

Sponsored

EGP EASTGROUP PROPERTY INC1.3K shares0.00%2026-06-302026-07-16

MO ALTRIA GROUP INC3.7K shares0.00%2026-06-302026-07-16

IT GARTNER INC2.0K sharesnew addition2026-06-302026-07-16

CNI CANADIAN NATIONAL RAILWAY CO2.2K shares-4.85%2026-06-302026-07-16

STT STATE STREET CORP1.5K shares-20.87%2026-06-302026-07-16

DCI DONALDSON INC2.8K shares-1.67%2026-06-302026-07-16

CORTEVA INC CORTEVA INC3.0K shares-24.56%2026-06-302026-07-16

SNA SNAP ON INC625 shares0.00%2026-06-302026-07-16

Sponsored

ARM ARM HOLDINGS PLC SPONSORED ADR637 sharesnew addition2026-06-302026-07-16

IEMG ISHARES CORE MSCI EMERG MKT2.7K sharesnew addition2026-06-302026-07-16

Ionq Inc Ionq Inc4.0K sharesnew addition2026-06-302026-07-16

SCHD SCHWAB US DIVIDEND EQUITY6.7K shares0.00%2026-06-302026-07-16

TYL TYLER TECHNOLOGIES INC725 shares0.00%2026-06-302026-07-16

TGT TARGET CORP1.6K shares-7.10%2026-06-302026-07-16

SNDK Sandisk Corp90 sharesnew addition2026-06-302026-07-16

DUK DUKE ENERGY CORP1.6K shares0.00%2026-06-302026-07-16

Sponsored

NVDA

NVIDIA CORP

-1.39%

Shares1.1M

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

1.61%

Shares630.1K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC CL A

-1.38%

Shares484.1K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON.COM INC

11.75%

Shares587.6K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

1.83%

Shares259.1K

Event2026-06-30

Filed2026-07-16

COSTCO WHOLESALE CORP

-0.69%

Shares90.5K

Event2026-06-30

Filed2026-07-16

VISA INC CL A

-0.11%

Shares237.8K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD S&P 500 ETF

0.95%

Shares116.0K

Event2026-06-30

Filed2026-07-16

ABBNY

ABB LTD SP ADR

-1.07%

Shares687.3K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC CL B

-0.21%

Shares135.0K

Event2026-06-30

Filed2026-07-16

ASML

ASML HOLDING NV

0.53%

Shares33.9K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

0.57%

Shares54.3K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

0.18%

Shares194.8K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC CL A

0.88%

Shares107.9K

Event2026-06-30

Filed2026-07-16

PANW

PALO ALTO NETWORKS INC

2.36%

Shares154.9K

Event2026-06-30

Filed2026-07-16

UNP

UNION PACIFIC CORP

-0.72%

Shares171.2K

Event2026-06-30

Filed2026-07-16

GOLDMAN SACHS GROUP INC

0.58%

Shares43.9K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

0.50%

Shares391.9K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

-0.10%

Shares170.1K

Event2026-06-30

Filed2026-07-16

VANGUARD SMALL CAP ETF

3.44%

Shares137.6K

Event2026-06-30

Filed2026-07-16

TMO

THERMO FISHER SCIENTIFIC INC

-0.59%

Shares81.2K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD FTSE DEV MKT ETF

5.88%

Shares512.7K

Event2026-06-30

Filed2026-07-16

LOW

LOWES COS INC

0.11%

Shares156.9K

Event2026-06-30

Filed2026-07-16

URI

UNITED RENTALS INC

0.25%

Shares30.3K

Event2026-06-30

Filed2026-07-16

ISRG

INTUITIVE SURGICAL INC

-8.65%

Shares85.4K

Event2026-06-30

Filed2026-07-16

NEXTERA ENERGY INC

0.65%

Shares374.7K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC CL C

-0.14%

Shares93.0K

Event2026-06-30

Filed2026-07-16

WASTE MANAGEMENT INC

-1.55%

Shares139.5K

Event2026-06-30

Filed2026-07-16

DHR

DANAHER CORP

-1.19%

Shares155.3K

Event2026-06-30

Filed2026-07-16

TSM

TAIWAN SEMICONDUCTOR MFG LTD S

71.76%

Shares58.0K

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD DIV APPREC ETF

-4.74%

Shares113.0K

Event2026-06-30

Filed2026-07-16

QUANTA SVCS INC COM

20.16%

Shares35.4K

Event2026-06-30

Filed2026-07-16

TJX

TJX COS INC

11.01%

Shares165.2K

Event2026-06-30

Filed2026-07-16

VANGUARD MID CAP ETF

307.51%

Shares307.2K

Event2026-06-30

Filed2026-07-16

DEERE & CO

-0.29%

Shares37.2K

Event2026-06-30

Filed2026-07-16

EXXON MOBIL CORP

-0.97%

Shares163.6K

Event2026-06-30

Filed2026-07-16

AMT

AMERICAN TOWER CORP

-5.22%

Shares136.2K

Event2026-06-30

Filed2026-07-16

MGK

VANGUARD MEGA GROWTH IND

418.65%

Shares237.1K

Event2026-06-30

Filed2026-07-16

MCD

MCDONALDS CORP

-0.78%

Shares76.4K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

2.68%

Shares18.2K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORP

-0.07%

Shares99.7K

Event2026-06-30

Filed2026-07-16

BLACKSTONE INC COM

-21.88%

Shares137.5K

Event2026-06-30

Filed2026-07-16

BLK

BLACKROCK INC

-2.42%

Shares15.6K

Event2026-06-30

Filed2026-07-16

GEV

GE VERNOVA INC

5.31%

Shares12.6K

Event2026-06-30

Filed2026-07-16

VEU

VANGUARD ALL WORLD EX-US ETF

33.83%

Shares173.2K

Event2026-06-30

Filed2026-07-16

DIS

DISNEY WALT CO

-3.49%

Shares138.1K

Event2026-06-30

Filed2026-07-16

PROCTER AND GAMBLE CO

-0.64%

Shares89.4K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD FTSE EMERG MKT ETF

4.85%

Shares213.0K

Event2026-06-30

Filed2026-07-16

NETFLIX INC

-7.40%

Shares174.8K

Event2026-06-30

Filed2026-07-16

SPOTIFY TECHNOLOGY SA

-4.15%

Shares25.3K

Event2026-06-30

Filed2026-07-16

SHW

SHERWIN WILLIAMS CO

-1.04%

Shares33.7K

Event2026-06-30

Filed2026-07-16

VANGUARD LARGE CAP ETF

0.00%

Shares33.0K

Event2026-06-30

Filed2026-07-16

Honeywell Intl Inc

New

Shares49.6K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

3.92%

Shares25.7K

Event2026-06-30

Filed2026-07-16

MASTERCARD INCORPORATED CL A

1.51%

Shares17.0K

Event2026-06-30

Filed2026-07-16

BAC

BANK OF AMERICA CORP

-4.74%

Shares138.6K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INC

-1.95%

Shares56.2K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO INC

18.04%

Shares57.5K

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABORATORIES

-4.62%

Shares81.3K

Event2026-06-30

Filed2026-07-16

UBER

UBER TECHNOLOGIES INC

-24.64%

Shares100.1K

Event2026-06-30

Filed2026-07-16

STATE STREET SPDR S&P 500 ETF

1.47%

Shares8.3K

Event2026-06-30

Filed2026-07-16

CISCO SYSTEMS INC

5.84%

Shares52.8K

Event2026-06-30

Filed2026-07-16

MORGAN STANLEY

7.50%

Shares25.7K

Event2026-06-30

Filed2026-07-16

WELL

WELLTOWER INC

250.75%

Shares23.0K

Event2026-06-30

Filed2026-07-16

ISHARES CORE S&P 500 ETF

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-16

CEG

CONSTELLATION ENERGY CORP

4.00%

Shares20.0K

Event2026-06-30

Filed2026-07-16

VTV

VANGUARD VALUE ETF

1.57%

Shares22.7K

Event2026-06-30

Filed2026-07-16

CHD

CHURCH & DWIGHT INC

-5.54%

Shares50.8K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

0.25%

Shares9.0K

Event2026-06-30

Filed2026-07-16

NVS

NOVARTIS AG SP ADR

-3.71%

Shares27.8K

Event2026-06-30

Filed2026-07-16

ANET

ARISTA NETWORKS INC

35.70%

Shares25.0K

Event2026-06-30

Filed2026-07-16

COLGATE PALMOLIVE CO

-4.66%

Shares43.9K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

-0.33%

Shares11.2K

Event2026-06-30

Filed2026-07-16

GLW

CORNING INC

4.99%

Shares14.5K

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP

-3.52%

Shares26.0K

Event2026-06-30

Filed2026-07-16

VST

VISTRA CORP COM

4.19%

Shares20.3K

Event2026-06-30

Filed2026-07-16

APD

AIR PRODS & CHEMS INC

0.77%

Shares10.9K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

0.14%

Shares12.0K

Event2026-06-30

Filed2026-07-16

RTX CORPORATION

2.89%

Shares15.5K

Event2026-06-30

Filed2026-07-16

COCA-COLA CO

-0.03%

Shares35.3K

Event2026-06-30

Filed2026-07-16

AMD

ADVANCED MICRO DEVICES INC

-0.32%

Shares4.9K

Event2026-06-30

Filed2026-07-16

EMR

EMERSON ELECTRIC CO

-1.62%

Shares17.8K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR UNIT SER 1

2.36%

Shares3.4K

Event2026-06-30

Filed2026-07-16

IWD

ISHARES RUSSELL 1000 VAL ETF

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

New

Shares6.1K

Event2026-06-30

Filed2026-07-16

IWF

ISHARES RUSSELL 1000 GROWTH ET

300.00%

Shares18.7K

Event2026-06-30

Filed2026-07-16

MDLZ

MONDELEZ INTL INC CL A

-5.84%

Shares38.5K

Event2026-06-30

Filed2026-07-16

Amcor Plc

0.00%

Shares49.7K

Event2026-06-30

Filed2026-07-16

NUE

NUCOR CORP

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-16

EBC

EASTERN BANKSHARES INC

0.00%

Shares92.5K

Event2026-06-30

Filed2026-07-16

VANGUARD TOTAL STOCK MKT

0.05%

Shares5.5K

Event2026-06-30

Filed2026-07-16

IBM

INTL BUSINESS MACHINES

4.44%

Shares7.3K

Event2026-06-30

Filed2026-07-16

TROW

T ROWE PRICE GROUP INC

-8.16%

Shares17.6K

Event2026-06-30

Filed2026-07-16

WMB

WILLIAMS COS INC

0.13%

Shares24.6K

Event2026-06-30

Filed2026-07-16

ECL

ECOLAB INC

7.23%

Shares6.3K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INC

0.40%

Shares4.8K

Event2026-06-30

Filed2026-07-16

QCOM

QUALCOMM INC

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-16

FAST

FASTENAL CO

0.00%

Shares33.6K

Event2026-06-30

Filed2026-07-16

EEM

ISHARES MSCI EMERG MKT ETF

-1.10%

Shares22.9K

Event2026-06-30

Filed2026-07-16

IWM

ISHARES RUSSELL 2000 ETF

185.47%

Shares5.1K

Event2026-06-30

Filed2026-07-16

CLX

CLOROX CO

-37.46%

Shares14.8K

Event2026-06-30

Filed2026-07-16

PRU

PRUDENTIAL FINANCIAL INC

-2.64%

Shares12.9K

Event2026-06-30

Filed2026-07-16

KMI

KINDER MORGAN INC

0.18%

Shares42.9K

Event2026-06-30

Filed2026-07-16

3M CO

-0.48%

Shares8.4K

Event2026-06-30

Filed2026-07-16

XLK

SELECT SECTOR SPDR TR TECHNOLO

30.33%

Shares6.9K

Event2026-06-30

Filed2026-07-16

CROWDSTRIKE HOLDINGS INC CL A

-1.17%

Shares1.7K

Event2026-06-30

Filed2026-07-16

EFA

ISHARES MSCI EAFE ETF

-1.44%

Shares11.6K

Event2026-06-30

Filed2026-07-16

NTES

NETEASE INC SP ADR

New

Shares9.1K

Event2026-06-30

Filed2026-07-16

ADP

AUTOMATIC DATA PROCESSING INC

-5.09%

Shares5.2K

Event2026-06-30

Filed2026-07-16

PHILIP MORRIS INTL INC

-0.83%

Shares6.3K

Event2026-06-30

Filed2026-07-16

SLB

SLB LIMITED

0.45%

Shares24.4K

Event2026-06-30

Filed2026-07-16

ORACLE CORP

5.47%

Shares7.4K

Event2026-06-30

Filed2026-07-16

GE AEROSPACE

0.92%

Shares2.7K

Event2026-06-30

Filed2026-07-16

AT&T INC

3.29%

Shares48.3K

Event2026-06-30

Filed2026-07-16

EPD

ENTERPRISE PRODUCTS PARTNERS L

0.00%

Shares26.8K

Event2026-06-30

Filed2026-07-16

ENB

ENBRIDGE INC

0.00%

Shares18.2K

Event2026-06-30

Filed2026-07-16

MTB

M & T BANK CORP

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS INC

-2.61%

Shares22.1K

Event2026-06-30

Filed2026-07-16

PFE

PFIZER INC

1.58%

Shares38.6K

Event2026-06-30

Filed2026-07-16

ITOT

ISHARES CORE S&P TTL STOCK

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-16

SOUTHERN CO

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-16

SYY

SYSCO CORP

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-16

ESGV

VANGUARD ESG US STOCK ETF

3.89%

Shares5.8K

Event2026-06-30

Filed2026-07-16

SBUX

STARBUCKS CORP

110.99%

Shares7.4K

Event2026-06-30

Filed2026-07-16

VBK

VANGUARD SMALL CAP GROWTH ETF

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-16

USB

US BANCORP DEL

-13.20%

Shares12.3K

Event2026-06-30

Filed2026-07-16

PALANTIR TECHNOLOGIES INC CL A

-2.25%

Shares6.2K

Event2026-06-30

Filed2026-07-16

KEQU

Kewaunee Scientific Corp

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-16

Unilever Plc Sp Adr New

-0.01%

Shares11.4K

Event2026-06-30

Filed2026-07-16

WFC

WELLS FARGO CO

-48.12%

Shares8.0K

Event2026-06-30

Filed2026-07-16

ROYAL CARIBBEAN CRUISES LTD

New

Shares2.0K

Event2026-06-30

Filed2026-07-16

VYM

VANGUARD HIGH DIV YIELD

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-16

HLT

HILTON WORLDWIDE HOLDINGS INC

6.03%

Shares1.9K

Event2026-06-30

Filed2026-07-16

IBIT

ISHARES BITCOIN TRUST ETF SHS

0.00%

Shares18.5K

Event2026-06-30

Filed2026-07-16

CHUBB LIMITED

-4.24%

Shares1.8K

Event2026-06-30

Filed2026-07-16

TRAVELERS COMPANIES INC

-0.93%

Shares1.8K

Event2026-06-30

Filed2026-07-16

WEYERHAEUSER CO

0.84%

Shares24.4K

Event2026-06-30

Filed2026-07-16

MICROCHIP TECHNOLOGY INC

New

Shares6.4K

Event2026-06-30

Filed2026-07-16

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-16

AEP

AMERICAN ELECTRIC POWER INC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-16

KMB

KIMBERLY CLARK CORP

2.11%

Shares4.8K

Event2026-06-30

Filed2026-07-16

NBBK

NB BANCORP INC

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-16

NKE

NIKE INC CL B

-52.97%

Shares12.7K

Event2026-06-30

Filed2026-07-16

VNQ

VANGUARD REAL ESTATE ETF

0.51%

Shares5.1K

Event2026-06-30

Filed2026-07-16

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

VPU

VANGUARD UTILITIES ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-16

CVS

CVS HEALTH CORP

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-16

IWR

ISHARES RUS MID CAP ETF

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-16

COP

CONOCOPHILLIPS

-0.94%

Shares4.4K

Event2026-06-30

Filed2026-07-16

BP PLC SP ADR

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-16

Spdr State Street Spd

New

Shares5.0K

Event2026-06-30

Filed2026-07-16

MTD

METTLER TOLEDO INTERNATIONAL

-0.88%

Shares336

Event2026-06-30

Filed2026-07-16

HSY

HERSHEY CO

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-16

SHEL

SHELL PLC SPON ADS

1.43%

Shares5.3K

Event2026-06-30

Filed2026-07-16

ITW

ILLINOIS TOOL WORKS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

IJK

ISHARES S&P MC 400GR ETF

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-16

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-16

CMCSA

COMCAST CORP CL A

New

Shares16.0K

Event2026-06-30

Filed2026-07-16

MSGS

MADISON SQUARE GRDN SPRT CORP

0.00%

Shares970

Event2026-06-30

Filed2026-07-16

IJH

ISHARES CORE S&P MCP ETF

4.20%

Shares5.0K

Event2026-06-30

Filed2026-07-16

NEM

NEWMONT CORP

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-16

IFF

INTERNATIONAL FLAVORS & FRAGRA

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-16

XLI

SELECT SECTOR SPDR INDUSTRIALS

New

Shares2.0K

Event2026-06-30

Filed2026-07-16

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-16

GIS

GENERAL MILLS INC

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-16

MDY

STATE STREET SPDR S&P MIDCAP 4

33.60%

Shares497

Event2026-06-30

Filed2026-07-16

VSGX

VANGUARD ESG INTL STOCK ETF

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-16

DVY

ISHARES SELECT DIV ETF

-5.72%

Shares2.2K

Event2026-06-30

Filed2026-07-16

MOAT

Vaneck Etf Trust Mrngstr Wde M

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-16

EOG

EOG RESOURCES INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-16

AKAMAI TECHNOLOGIES INC

-18.81%

Shares2.9K

Event2026-06-30

Filed2026-07-16

RKLB

Rocket Lab Corp

New

Shares3.3K

Event2026-06-30

Filed2026-07-16

ADI

ANALOG DEVICES INC

1.58%

Shares836

Event2026-06-30

Filed2026-07-16

Micron Technology Inc

New

Shares280

Event2026-06-30

Filed2026-07-16

CITIGROUP INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-16

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-16

SWKS

SKYWORKS SOLUTIONS INC

New

Shares4.5K

Event2026-06-30

Filed2026-07-16

OKE

ONEOK INC COM

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-16

VDE

VANGUARD ENERGY

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

UPS

UNITED PARCEL SERVICE INC CL B

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-16

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

GWW

GRAINGER W W INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-16

WAB

WABTEC CORP

-1.56%

Shares1.0K

Event2026-06-30

Filed2026-07-16

IDEXX LABORATORIES INC

-1.36%

Shares508

Event2026-06-30

Filed2026-07-16

EGP

EASTGROUP PROPERTY INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

ALTRIA GROUP INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-16

GARTNER INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-16

CNI

CANADIAN NATIONAL RAILWAY CO

-4.85%

Shares2.2K

Event2026-06-30

Filed2026-07-16

STT

STATE STREET CORP

-20.87%

Shares1.5K

Event2026-06-30

Filed2026-07-16

DCI

DONALDSON INC

-1.67%

Shares2.8K

Event2026-06-30

Filed2026-07-16

CORTEVA INC

-24.56%

Shares3.0K

Event2026-06-30

Filed2026-07-16

SNA

SNAP ON INC

0.00%

Shares625

Event2026-06-30

Filed2026-07-16

ARM

ARM HOLDINGS PLC SPONSORED ADR

New

Shares637

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES CORE MSCI EMERG MKT

New

Shares2.7K

Event2026-06-30

Filed2026-07-16

Ionq Inc

New

Shares4.0K

Event2026-06-30

Filed2026-07-16

SCHD

SCHWAB US DIVIDEND EQUITY

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-16

TYL

TYLER TECHNOLOGIES INC

0.00%

Shares725

Event2026-06-30

Filed2026-07-16

TGT

TARGET CORP

-7.10%

Shares1.6K

Event2026-06-30

Filed2026-07-16

SNDK

Sandisk Corp

New

Shares90

Event2026-06-30

Filed2026-07-16

DUK

DUKE ENERGY CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available