Sponsored

The Analysis of Northwest Bancshares, Inc.'s Holdings & P&L

Currently, Northwest Bancshares, Inc. holds 174 types of securities in its portfolio with a total value $517.5M. In the most recent quarter, they have increased their positions in AGG (+108.0K shares, valued at $10.8M), VCIT (+68.5K shares, valued at $5.7M), IWM (+14.8K shares, valued at $3.7M); decreased their positions in FNDX (-1.7M shares, valued at $47.3M), VCSH (-132.6K shares, valued at $10.6M), N/A (-12.1K shares, valued at $2.1M); initiated new positions in AGG (+108.0K shares, valued at $10.8M), IWM (+14.8K shares, valued at $3.7M), LULU (+7.9K shares, valued at $1.6M).

1M P&L

+13.4M+2.51%

3M P&L

+12.0M+2.25%

HY P&L

+56.3M+11.45%

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/A223.5M

46.7%

2Software - Infrastructure20.0M

4.2%

3Consumer Electronics15.0M

3.1%

Top Industries by Stock Count

1N/A46 stocks

29.3%

2Drug Manufacturers - General7 stocks

4.5%

3Semiconductors7 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDX SCHWAB STRATEGIC TR4.1M shares-29.83%2025-12-312026-02-13

VCIT VANGUARD SCOTTSDALE FDS224.9K shares43.80%2025-12-312026-02-13

VCSH VANGUARD SCOTTSDALE FDS230.6K shares-36.51%2025-12-312026-02-13

AAPL APPLE INC55.1K shares-8.56%2025-12-312026-02-13

IVV ISHARES TR21.7K shares-6.59%2025-12-312026-02-13

MSFT MICROSOFT CORP28.8K shares-12.12%2025-12-312026-02-13

AGG ISHARES TR108.0K sharesnew addition2025-12-312026-02-13

LAM RESEARCH CORP LAM RESEARCH CORP53.6K shares-18.45%2025-12-312026-02-13

Sponsored

WMT WALMART INC75.6K shares-9.70%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.25.1K shares-12.61%2025-12-312026-02-13

ALPHABET INC ALPHABET INC24.9K shares-17.45%2025-12-312026-02-13

CSCO CISCO SYS INC92.8K shares-12.22%2025-12-312026-02-13

AMAT APPLIED MATLS INC27.7K shares-17.05%2025-12-312026-02-13

XOM EXXON MOBIL CORP58.9K shares-10.12%2025-12-312026-02-13

TSM TAIWAN SEMICONDUCTOR MFG LTD22.1K shares-22.81%2025-12-312026-02-13

CMI CUMMINS INC12.5K shares-16.31%2025-12-312026-02-13

Sponsored

MERCK & CO INC MERCK & CO INC58.5K shares-11.26%2025-12-312026-02-13

KO COCA COLA CO84.5K shares-10.05%2025-12-312026-02-13

LMT LOCKHEED MARTIN CORP11.9K shares-11.64%2025-12-312026-02-13

CHKP CHECK POINT SOFTWARE TECH LT31.0K shares-11.47%2025-12-312026-02-13

ALL ALLSTATE CORP27.6K shares-3.61%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO39.8K shares-7.32%2025-12-312026-02-13

BMO BANK MONTREAL QUE42.8K shares-16.63%2025-12-312026-02-13

INCY INCYTE CORP55.4K shares-16.71%2025-12-312026-02-13

Sponsored

HD HOME DEPOT INC15.9K shares-11.89%2025-12-312026-02-13

CVX CHEVRON CORP NEW33.7K shares-11.11%2025-12-312026-02-13

ALPHABET INC ALPHABET INC16.1K shares-2.57%2025-12-312026-02-13

MS MORGAN STANLEY28.4K shares-15.94%2025-12-312026-02-13

CB CHUBB LIMITED16.0K shares-12.28%2025-12-312026-02-13

RIO RIO TINTO PLC60.6K shares-14.69%2025-12-312026-02-13

VRTX VERTEX PHARMACEUTICALS INC10.6K shares-12.37%2025-12-312026-02-13

RAFE PIMCO EQUITY SER110.0K shares-2.22%2025-12-312026-02-13

Sponsored

VLO VALERO ENERGY CORP27.4K shares-15.83%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR6.1K shares5.59%2025-12-312026-02-13

PEP PEPSICO INC28.0K shares3.18%2025-12-312026-02-13

UPS UNITED PARCEL SERVICE INC40.4K shares-6.50%2025-12-312026-02-13

HAL HALLIBURTON CO141.4K shares-3.41%2025-12-312026-02-13

AZO AUTOZONE INC1.2K shares-14.55%2025-12-312026-02-13

PSA PUBLIC STORAGE OPER CO15.1K shares-8.08%2025-12-312026-02-13

NVDA NVIDIA CORPORATION21.0K shares4.37%2025-12-312026-02-13

Sponsored

TM TOYOTA MOTOR CORP18.2K shares-10.93%2025-12-312026-02-13

CROX CROCS INC45.3K shares-5.95%2025-12-312026-02-13

SNY SANOFI SA77.9K shares-11.35%2025-12-312026-02-13

IWM ISHARES TR14.8K sharesnew addition2025-12-312026-02-13

ADBE ADOBE INC10.4K shares8.67%2025-12-312026-02-13

IBKR INTERACTIVE BROKERS GROUP IN54.0K shares1.51%2025-12-312026-02-13

PYPL PAYPAL HLDGS INC55.9K shares1.03%2025-12-312026-02-13

CATH GLOBAL X FDS38.0K shares0.00%2025-12-312026-02-13

Sponsored

IVW ISHARES TR24.2K shares-0.94%2025-12-312026-02-13

NWBI NORTHWEST BANCSHARES INC MD237.8K shares0.17%2025-12-312026-02-13

ITOT ISHARES TR19.0K shares-1.11%2025-12-312026-02-13

LLY ELI LILLY & CO2.6K shares-28.84%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T57.3K shares-0.38%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.3K shares1.47%2025-12-312026-02-13

BAH BOOZ ALLEN HAMILTON HLDG COR30.6K shares-37.42%2025-12-312026-02-13

MU MICRON TECHNOLOGY INC8.0K shares-2.79%2025-12-312026-02-13

Sponsored

BSJQ INVESCO EXCH TRD SLF IDX FD90.8K shares-1.31%2025-12-312026-02-13

V VISA INC6.0K shares-16.40%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON9.6K shares-11.92%2025-12-312026-02-13

LOW LOWES COS INC7.9K shares-15.10%2025-12-312026-02-13

IEFA ISHARES TR20.7K shares13.64%2025-12-312026-02-13

MDY SPDR S&P MIDCAP 400 ETF TR2.9K shares-1.35%2025-12-312026-02-13

VUG VANGUARD INDEX FDS3.6K shares-2.52%2025-12-312026-02-13

SCHX SCHWAB STRATEGIC TR64.1K shares0.00%2025-12-312026-02-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS5.8K shares-0.68%2025-12-312026-02-13

LULU LULULEMON ATHLETICA INC7.9K sharesnew addition2025-12-312026-02-13

TSLA TESLA INC3.6K shares-1.64%2025-12-312026-02-13

BROADCOM INC BROADCOM INC4.4K shares-0.41%2025-12-312026-02-13

IBDR ISHARES TR61.0K shares-1.68%2025-12-312026-02-13

SPSM SPDR SERIES TRUST29.3K shares-0.17%2025-12-312026-02-13

AMZN AMAZON COM INC5.9K shares6.32%2025-12-312026-02-13

KLAC KLA CORP1.1K shares-38.19%2025-12-312026-02-13

Sponsored

EMR EMERSON ELEC CO9.6K shares-2.85%2025-12-312026-02-13

ABBV ABBVIE INC5.5K shares-7.35%2025-12-312026-02-13

WM WASTE MGMT INC DEL5.6K shares-13.88%2025-12-312026-02-13

PFF ISHARES TR39.7K shares-1.17%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS5.5K shares0.00%2025-12-312026-02-13

IEMG ISHARES INC16.2K shares-0.32%2025-12-312026-02-13

AUB ATLANTIC UN BANKSHARES CORP28.5K shares0.00%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS15.7K shares-0.06%2025-12-312026-02-13

Sponsored

BSJR INVESCO EXCH TRD SLF IDX FD42.3K shares0.00%2025-12-312026-02-13

EATON CORP PLC EATON CORP PLC3.0K shares-34.28%2025-12-312026-02-13

PM PHILIP MORRIS INTL INC5.8K shares0.00%2025-12-312026-02-13

VTV VANGUARD INDEX FDS4.8K shares0.00%2025-12-312026-02-13

BHP BHP GROUP LTD14.9K shares-5.54%2025-12-312026-02-13

HDV ISHARES TR7.2K shares-1.32%2025-12-312026-02-13

HCA HCA HEALTHCARE INC1.8K shares-6.35%2025-12-312026-02-13

GVI ISHARES TR7.8K sharesnew addition2025-12-312026-02-13

Sponsored

PNC PNC FINL SVCS GROUP INC4.0K shares0.00%2025-12-312026-02-13

VTI VANGUARD INDEX FDS2.3K shares-6.16%2025-12-312026-02-13

IBDS ISHARES TR31.8K shares-0.26%2025-12-312026-02-13

ABT ABBOTT LABS6.1K shares-7.60%2025-12-312026-02-13

GS GOLDMAN SACHS GROUP INC835 shares-6.39%2025-12-312026-02-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.2K shares0.00%2025-12-312026-02-13

CAT CATERPILLAR INC1.2K shares-3.97%2025-12-312026-02-13

HON HONEYWELL INTL INC3.4K shares0.00%2025-12-312026-02-13

Sponsored

VBK VANGUARD INDEX FDS2.2K shares-6.65%2025-12-312026-02-13

ERIE ERIE INDTY CO2.3K shares0.00%2025-12-312026-02-13

PFE PFIZER INC25.4K shares-11.14%2025-12-312026-02-13

META META PLATFORMS INC927 shares4.75%2025-12-312026-02-13

DHR DANAHER CORPORATION2.6K shares-13.35%2025-12-312026-02-13

PH PARKER-HANNIFIN CORP675 shares0.00%2025-12-312026-02-13

MCD MCDONALDS CORP1.9K shares0.00%2025-12-312026-02-13

BK BANK NEW YORK MELLON CORP4.8K shares0.00%2025-12-312026-02-13

Sponsored

AEP AMERICAN ELEC PWR CO INC4.8K shares-5.22%2025-12-312026-02-13

MET METLIFE INC6.9K shares0.00%2025-12-312026-02-13

PPL PPL CORP15.0K shares0.00%2025-12-312026-02-13

PGR PROGRESSIVE CORP2.3K shares-22.43%2025-12-312026-02-13

AXP AMERICAN EXPRESS CO1.4K shares0.00%2025-12-312026-02-13

TXN TEXAS INSTRS INC2.9K shares-12.24%2025-12-312026-02-13

AFL AFLAC INC4.4K shares0.00%2025-12-312026-02-13

XLE SELECT SECTOR SPDR TR10.3K shares100.00%2025-12-312026-02-13

Sponsored

ADI ANALOG DEVICES INC1.7K shares0.00%2025-12-312026-02-13

IWF ISHARES TR955 shares-5.63%2025-12-312026-02-13

EFV ISHARES TR6.3K shares0.00%2025-12-312026-02-13

DFVX DIMENSIONAL ETF TRUST5.9K shares0.00%2025-12-312026-02-13

AMD ADVANCED MICRO DEVICES INC1.9K shares-21.46%2025-12-312026-02-13

VNQ VANGUARD INDEX FDS4.7K shares7.86%2025-12-312026-02-13

QCOM QUALCOMM INC2.4K shares0.00%2025-12-312026-02-13

VOE VANGUARD INDEX FDS2.3K shares-5.59%2025-12-312026-02-13

Sponsored

LINDE PLC LINDE PLC948 shares0.00%2025-12-312026-02-13

COP CONOCOPHILLIPS4.3K shares-8.57%2025-12-312026-02-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.4K shares0.00%2025-12-312026-02-13

MPC MARATHON PETE CORP2.4K shares1.86%2025-12-312026-02-13

FLOT ISHARES TR7.6K shares-2.58%2025-12-312026-02-13

SPGI S&P GLOBAL INC710 shares1.00%2025-12-312026-02-13

NOC NORTHROP GRUMMAN CORP644 shares0.00%2025-12-312026-02-13

WST WEST PHARMACEUTICAL SVSC INC1.3K shares-10.74%2025-12-312026-02-13

Sponsored

CITIGROUP INC CITIGROUP INC3.1K shares-5.07%2025-12-312026-02-13

MDLZ MONDELEZ INTL INC6.5K shares-8.13%2025-12-312026-02-13

COST COSTCO WHSL CORP NEW400 shares0.00%2025-12-312026-02-13

DG DOLLAR GEN CORP NEW2.6K shares-76.37%2025-12-312026-02-13

ORCL ORACLE CORP1.7K shares0.00%2025-12-312026-02-13

GE AEROSPACE GE AEROSPACE1.1K shares-0.09%2025-12-312026-02-13

DVY ISHARES TR2.4K shares0.00%2025-12-312026-02-13

AMP AMERIPRISE FINL INC667 shares0.00%2025-12-312026-02-13

Sponsored

COF CAPITAL ONE FINL CORP1.3K shares3.79%2025-12-312026-02-13

DHI D R HORTON INC2.2K shares-75.21%2025-12-312026-02-13

NDSN NORDSON CORP1.3K shares-3.05%2025-12-312026-02-13

KKR & CO INC KKR & CO INC2.4K shares0.00%2025-12-312026-02-13

BMY BRISTOL-MYERS SQUIBB CO5.7K shares0.00%2025-12-312026-02-13

OTIS OTIS WORLDWIDE CORP3.4K shares-2.14%2025-12-312026-02-13

CSX CSX CORP8.2K shares-33.82%2025-12-312026-02-13

D DOMINION ENERGY INC5.0K shares-11.19%2025-12-312026-02-13

Sponsored

DIS DISNEY WALT CO2.6K shares-27.56%2025-12-312026-02-13

CLF CLEVELAND-CLIFFS INC NEW21.6K shares-72.56%2025-12-312026-02-13

SPYD SPDR SERIES TRUST6.4K shares0.00%2025-12-312026-02-13

PRU PRUDENTIAL FINL INC2.4K shares0.00%2025-12-312026-02-13

WFC WELLS FARGO CO NEW2.9K shares-2.55%2025-12-312026-02-13

HIG HARTFORD INSURANCE GROUP INC1.9K shares-1.31%2025-12-312026-02-13

IJH ISHARES TR3.9K sharesnew addition2025-12-312026-02-13

SO SOUTHERN CO2.8K shares0.00%2025-12-312026-02-13

Sponsored

LQD ISHARES TR2.2K shares-0.05%2025-12-312026-02-13

AJG GALLAGHER ARTHUR J & CO917 shares0.00%2025-12-312026-02-13

GILD GILEAD SCIENCES INC1.9K sharesnew addition2025-12-312026-02-13

CARR CARRIER GLOBAL CORPORATION4.3K shares0.00%2025-12-312026-02-13

NEE NEXTERA ENERGY INC2.8K shares-38.94%2025-12-312026-02-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.2K shares0.00%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.2K shares-53.88%2025-12-312026-02-13

XLK SELECT SECTOR SPDR TR1.6K shares100.00%2025-12-312026-02-13

Sponsored

ROK ROCKWELL AUTOMATION INC573 shares0.00%2025-12-312026-02-13

EXC EXELON CORP5.1K shares-16.36%2025-12-312026-02-13

CVS CVS HEALTH CORP2.8K shares0.00%2025-12-312026-02-13

SCHE SCHWAB STRATEGIC TR6.8K shares0.00%2025-12-312026-02-13

VOT VANGUARD INDEX FDS793 shares-9.58%2025-12-312026-02-13

MEDTRONIC PLC MEDTRONIC PLC2.3K shares-17.38%2025-12-312026-02-13

EFA ISHARES TR2.3K shares-9.72%2025-12-312026-02-13

IJR ISHARES TR1.8K sharesnew addition2025-12-312026-02-13

Sponsored

ADP AUTOMATIC DATA PROCESSING IN832 shares-47.41%2025-12-312026-02-13

SCHW SCHWAB CHARLES CORP2.1K sharesnew addition2025-12-312026-02-13

NUE NUCOR CORP1.3K sharesnew addition2025-12-312026-02-13

SHY ISHARES TR2.5K sharesnew addition2025-12-312026-02-13

EA ELECTRONIC ARTS INC1.0K shares-3.47%2025-12-312026-02-13

NOK NOKIA CORP30.1K shares0.00%2025-12-312026-02-13

FNDX

SCHWAB STRATEGIC TR

-29.83%

Shares4.1M

Event2025-12-31

Filed2026-02-13

VCIT

VANGUARD SCOTTSDALE FDS

43.80%

Shares224.9K

Event2025-12-31

Filed2026-02-13

VCSH

VANGUARD SCOTTSDALE FDS

-36.51%

Shares230.6K

Event2025-12-31

Filed2026-02-13

AAPL

APPLE INC

-8.56%

Shares55.1K

Event2025-12-31

Filed2026-02-13

IVV

ISHARES TR

-6.59%

Shares21.7K

Event2025-12-31

Filed2026-02-13

MSFT

MICROSOFT CORP

-12.12%

Shares28.8K

Event2025-12-31

Filed2026-02-13

AGG

ISHARES TR

New

Shares108.0K

Event2025-12-31

Filed2026-02-13

LAM RESEARCH CORP

-18.45%

Shares53.6K

Event2025-12-31

Filed2026-02-13

WMT

WALMART INC

-9.70%

Shares75.6K

Event2025-12-31

Filed2026-02-13

JPM

JPMORGAN CHASE & CO.

-12.61%

Shares25.1K

Event2025-12-31

Filed2026-02-13

ALPHABET INC

-17.45%

Shares24.9K

Event2025-12-31

Filed2026-02-13

CSCO

CISCO SYS INC

-12.22%

Shares92.8K

Event2025-12-31

Filed2026-02-13

AMAT

APPLIED MATLS INC

-17.05%

Shares27.7K

Event2025-12-31

Filed2026-02-13

XOM

EXXON MOBIL CORP

-10.12%

Shares58.9K

Event2025-12-31

Filed2026-02-13

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-22.81%

Shares22.1K

Event2025-12-31

Filed2026-02-13

CMI

CUMMINS INC

-16.31%

Shares12.5K

Event2025-12-31

Filed2026-02-13

MERCK & CO INC

-11.26%

Shares58.5K

Event2025-12-31

Filed2026-02-13

COCA COLA CO

-10.05%

Shares84.5K

Event2025-12-31

Filed2026-02-13

LMT

LOCKHEED MARTIN CORP

-11.64%

Shares11.9K

Event2025-12-31

Filed2026-02-13

CHKP

CHECK POINT SOFTWARE TECH LT

-11.47%

Shares31.0K

Event2025-12-31

Filed2026-02-13

ALL

ALLSTATE CORP

-3.61%

Shares27.6K

Event2025-12-31

Filed2026-02-13

PROCTER AND GAMBLE CO

-7.32%

Shares39.8K

Event2025-12-31

Filed2026-02-13

BMO

BANK MONTREAL QUE

-16.63%

Shares42.8K

Event2025-12-31

Filed2026-02-13

INCY

INCYTE CORP

-16.71%

Shares55.4K

Event2025-12-31

Filed2026-02-13

HOME DEPOT INC

-11.89%

Shares15.9K

Event2025-12-31

Filed2026-02-13

CVX

CHEVRON CORP NEW

-11.11%

Shares33.7K

Event2025-12-31

Filed2026-02-13

ALPHABET INC

-2.57%

Shares16.1K

Event2025-12-31

Filed2026-02-13

MORGAN STANLEY

-15.94%

Shares28.4K

Event2025-12-31

Filed2026-02-13

CHUBB LIMITED

-12.28%

Shares16.0K

Event2025-12-31

Filed2026-02-13

RIO

RIO TINTO PLC

-14.69%

Shares60.6K

Event2025-12-31

Filed2026-02-13

VRTX

VERTEX PHARMACEUTICALS INC

-12.37%

Shares10.6K

Event2025-12-31

Filed2026-02-13

RAFE

PIMCO EQUITY SER

-2.22%

Shares110.0K

Event2025-12-31

Filed2026-02-13

VLO

VALERO ENERGY CORP

-15.83%

Shares27.4K

Event2025-12-31

Filed2026-02-13

SPY

SPDR S&P 500 ETF TR

5.59%

Shares6.1K

Event2025-12-31

Filed2026-02-13

PEP

PEPSICO INC

3.18%

Shares28.0K

Event2025-12-31

Filed2026-02-13

UPS

UNITED PARCEL SERVICE INC

-6.50%

Shares40.4K

Event2025-12-31

Filed2026-02-13

HAL

HALLIBURTON CO

-3.41%

Shares141.4K

Event2025-12-31

Filed2026-02-13

AZO

AUTOZONE INC

-14.55%

Shares1.2K

Event2025-12-31

Filed2026-02-13

PSA

PUBLIC STORAGE OPER CO

-8.08%

Shares15.1K

Event2025-12-31

Filed2026-02-13

NVDA

NVIDIA CORPORATION

4.37%

Shares21.0K

Event2025-12-31

Filed2026-02-13

TOYOTA MOTOR CORP

-10.93%

Shares18.2K

Event2025-12-31

Filed2026-02-13

CROX

CROCS INC

-5.95%

Shares45.3K

Event2025-12-31

Filed2026-02-13

SNY

SANOFI SA

-11.35%

Shares77.9K

Event2025-12-31

Filed2026-02-13

IWM

ISHARES TR

New

Shares14.8K

Event2025-12-31

Filed2026-02-13

ADBE

ADOBE INC

8.67%

Shares10.4K

Event2025-12-31

Filed2026-02-13

IBKR

INTERACTIVE BROKERS GROUP IN

1.51%

Shares54.0K

Event2025-12-31

Filed2026-02-13

PYPL

PAYPAL HLDGS INC

1.03%

Shares55.9K

Event2025-12-31

Filed2026-02-13

CATH

GLOBAL X FDS

0.00%

Shares38.0K

Event2025-12-31

Filed2026-02-13

IVW

ISHARES TR

-0.94%

Shares24.2K

Event2025-12-31

Filed2026-02-13

NWBI

NORTHWEST BANCSHARES INC MD

0.17%

Shares237.8K

Event2025-12-31

Filed2026-02-13

ITOT

ISHARES TR

-1.11%

Shares19.0K

Event2025-12-31

Filed2026-02-13

LLY

ELI LILLY & CO

-28.84%

Shares2.6K

Event2025-12-31

Filed2026-02-13

INVESCO EXCHANGE TRADED FD T

-0.38%

Shares57.3K

Event2025-12-31

Filed2026-02-13

BERKSHIRE HATHAWAY INC DEL

1.47%

Shares5.3K

Event2025-12-31

Filed2026-02-13

BAH

BOOZ ALLEN HAMILTON HLDG COR

-37.42%

Shares30.6K

Event2025-12-31

Filed2026-02-13

MICRON TECHNOLOGY INC

-2.79%

Shares8.0K

Event2025-12-31

Filed2026-02-13

BSJQ

INVESCO EXCH TRD SLF IDX FD

-1.31%

Shares90.8K

Event2025-12-31

Filed2026-02-13

VISA INC

-16.40%

Shares6.0K

Event2025-12-31

Filed2026-02-13

JNJ

JOHNSON & JOHNSON

-11.92%

Shares9.6K

Event2025-12-31

Filed2026-02-13

LOW

LOWES COS INC

-15.10%

Shares7.9K

Event2025-12-31

Filed2026-02-13

IEFA

ISHARES TR

13.64%

Shares20.7K

Event2025-12-31

Filed2026-02-13

MDY

SPDR S&P MIDCAP 400 ETF TR

-1.35%

Shares2.9K

Event2025-12-31

Filed2026-02-13

VUG

VANGUARD INDEX FDS

-2.52%

Shares3.6K

Event2025-12-31

Filed2026-02-13

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares64.1K

Event2025-12-31

Filed2026-02-13

IBM

INTERNATIONAL BUSINESS MACHS

-0.68%

Shares5.8K

Event2025-12-31

Filed2026-02-13

LULU

LULULEMON ATHLETICA INC

New

Shares7.9K

Event2025-12-31

Filed2026-02-13

TSLA

TESLA INC

-1.64%

Shares3.6K

Event2025-12-31

Filed2026-02-13

BROADCOM INC

-0.41%

Shares4.4K

Event2025-12-31

Filed2026-02-13

IBDR

ISHARES TR

-1.68%

Shares61.0K

Event2025-12-31

Filed2026-02-13

SPSM

SPDR SERIES TRUST

-0.17%

Shares29.3K

Event2025-12-31

Filed2026-02-13

AMZN

AMAZON COM INC

6.32%

Shares5.9K

Event2025-12-31

Filed2026-02-13

KLAC

KLA CORP

-38.19%

Shares1.1K

Event2025-12-31

Filed2026-02-13

EMR

EMERSON ELEC CO

-2.85%

Shares9.6K

Event2025-12-31

Filed2026-02-13

ABBV

ABBVIE INC

-7.35%

Shares5.5K

Event2025-12-31

Filed2026-02-13

WASTE MGMT INC DEL

-13.88%

Shares5.6K

Event2025-12-31

Filed2026-02-13

PFF

ISHARES TR

-1.17%

Shares39.7K

Event2025-12-31

Filed2026-02-13

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares5.5K

Event2025-12-31

Filed2026-02-13

IEMG

ISHARES INC

-0.32%

Shares16.2K

Event2025-12-31

Filed2026-02-13

AUB

ATLANTIC UN BANKSHARES CORP

0.00%

Shares28.5K

Event2025-12-31

Filed2026-02-13

VEA

VANGUARD TAX-MANAGED FDS

-0.06%

Shares15.7K

Event2025-12-31

Filed2026-02-13

BSJR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares42.3K

Event2025-12-31

Filed2026-02-13

EATON CORP PLC

-34.28%

Shares3.0K

Event2025-12-31

Filed2026-02-13

PHILIP MORRIS INTL INC

0.00%

Shares5.8K

Event2025-12-31

Filed2026-02-13

VTV

VANGUARD INDEX FDS

0.00%

Shares4.8K

Event2025-12-31

Filed2026-02-13

BHP

BHP GROUP LTD

-5.54%

Shares14.9K

Event2025-12-31

Filed2026-02-13

HDV

ISHARES TR

-1.32%

Shares7.2K

Event2025-12-31

Filed2026-02-13

HCA

HCA HEALTHCARE INC

-6.35%

Shares1.8K

Event2025-12-31

Filed2026-02-13

GVI

ISHARES TR

New

Shares7.8K

Event2025-12-31

Filed2026-02-13

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares4.0K

Event2025-12-31

Filed2026-02-13

VTI

VANGUARD INDEX FDS

-6.16%

Shares2.3K

Event2025-12-31

Filed2026-02-13

IBDS

ISHARES TR

-0.26%

Shares31.8K

Event2025-12-31

Filed2026-02-13

ABT

ABBOTT LABS

-7.60%

Shares6.1K

Event2025-12-31

Filed2026-02-13

GOLDMAN SACHS GROUP INC

-6.39%

Shares835

Event2025-12-31

Filed2026-02-13

DUKE ENERGY CORP NEW

0.00%

Shares6.2K

Event2025-12-31

Filed2026-02-13

CAT

CATERPILLAR INC

-3.97%

Shares1.2K

Event2025-12-31

Filed2026-02-13

HON

HONEYWELL INTL INC

0.00%

Shares3.4K

Event2025-12-31

Filed2026-02-13

VBK

VANGUARD INDEX FDS

-6.65%

Shares2.2K

Event2025-12-31

Filed2026-02-13

ERIE

ERIE INDTY CO

0.00%

Shares2.3K

Event2025-12-31

Filed2026-02-13

PFE

PFIZER INC

-11.14%

Shares25.4K

Event2025-12-31

Filed2026-02-13