Sponsored

The Analysis of Oak Harvest Investment Services's Holdings & P&L

Currently, Oak Harvest Investment Services holds 176 types of securities in its portfolio with a total value $958.0M. In the most recent quarter, they have increased their positions in VGSH (+273.8K shares, valued at $16.0M), N/A (+42.5K shares, valued at $13.2M), N/A (+30.9K shares, valued at $8.9M); decreased their positions in N/A (-1.6M shares, valued at $1.5B), MSFT (-29.9K shares, valued at $11.1M), N/A (-96.8K shares, valued at $8.4M); initiated new positions in CSPF (+252.9K shares, valued at $6.5M), EAT (+34.2K shares, valued at $4.9M), AKAM (+39.3K shares, valued at $4.5M).

1M P&L

+36.4M+4.08%

3M P&L

-67.8M-6.80%

HY P&L

+659.7K+0.07%

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/A235.4M

30.1%

2Capital Markets33.7M

4.3%

3Drug Manufacturers - General33.4M

4.3%

Top Industries by Stock Count

1N/A40 stocks

27.8%

2Software - Infrastructure7 stocks

4.9%

3Semiconductors5 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGSH VANGUARD SCOTTSDALE FDS1.2M shares28.71%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS71.2K shares-3.20%2026-03-312026-04-23

Broadcom Inc. Broadcom Inc.114.2K shares59.41%2026-03-312026-04-23

AAPL Apple Inc.123.2K shares-0.31%2026-03-312026-04-23

JPM JPMorgan Chase & Company84.7K shares3.19%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS166.4K shares-9.21%2026-03-312026-04-23

MS Morgan Stanley130.7K shares2.78%2026-03-312026-04-23

RIO Rio Tinto plc197.6K shares3.94%2026-03-312026-04-23

Sponsored

CSCO Cisco Systems Inc.233.6K shares6.39%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL479.5K shares3.01%2026-03-312026-04-23

NVDA NVIDIA Corporation88.2K shares11.41%2026-03-312026-04-23

AEM Agnico Eagle Mines Ltd.75.6K shares-2.80%2026-03-312026-04-23

VUG VANGUARD INDEX FDS34.0K shares6.79%2026-03-312026-04-23

JMST J P MORGAN EXCHANGE TRADED F270.5K shares3.10%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON56.0K shares1.08%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION13.7K shares6.02%2026-03-312026-04-23

Sponsored

Alphabet Inc. Alphabet Inc.46.6K shares196.35%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS62.3K shares-3.10%2026-03-312026-04-23

SUB ISHARES TR124.1K shares2.69%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW97.0K shares3.90%2026-03-312026-04-23

CVX CHEVRON CORPORATION59.8K shares4.32%2026-03-312026-04-23

SCHW Charles Schwab Corporation (The)129.9K shares126.43%2026-03-312026-04-23

Blackrock Inc Blackrock Inc12.4K shares-99.23%2026-03-312026-04-23

Eaton Corp plc Eaton Corp plc32.2K shares18.05%2026-03-312026-04-23

Sponsored

PFF ISHARES TR370.9K shares8.13%2026-03-312026-04-23

UNP UNION PAC CORP45.5K shares122.54%2026-03-312026-04-23

NUE Nucor Corporation63.3K shares63.20%2026-03-312026-04-23

ALPS ETF TR ALPS ETF TR200.0K shares10.10%2026-03-312026-04-23

RTX RTX Corporation54.5K shares47.91%2026-03-312026-04-23

SCCO Southern Copper Corporation60.4K shares13.19%2026-03-312026-04-23

FANG DIAMONDBACK ENERGY INC51.8K shares8.30%2026-03-312026-04-23

SPYV SPDR SERIES TRUST178.4K shares-5.10%2026-03-312026-04-23

Sponsored

MERCK & CO INC MERCK & CO INC83.4K shares0.32%2026-03-312026-04-23

CIEN Ciena Corporation25.5K shares-11.36%2026-03-312026-04-23

MCD MCDONALDS CORP31.5K shares3.10%2026-03-312026-04-23

HD HOME DEPOT INC26.3K shares4.17%2026-03-312026-04-23

EXE Expand Energy Corporation78.6K shares8.78%2026-03-312026-04-23

ABBV ABBVIE INC38.7K shares57.63%2026-03-312026-04-23

PEP PEPSICO INC53.6K shares5.25%2026-03-312026-04-23

AMGN AMGEN INC23.6K shares3.16%2026-03-312026-04-23

Sponsored

CME CME GROUP INC28.0K shares3.85%2026-03-312026-04-23

IWY ISHARES TR32.2K shares6.56%2026-03-312026-04-23

DE DEERE & CO14.2K shares-13.77%2026-03-312026-04-23

DIA STATE STR SPDR DOW JONES IND17.1K shares-4.87%2026-03-312026-04-23

FIX Comfort Systems USA Inc.5.6K shares-10.10%2026-03-312026-04-23

SBUX Starbucks Corporation84.9K shares118.24%2026-03-312026-04-23

VCSH VANGUARD SCOTTSDALE FDS94.5K shares36.10%2026-03-312026-04-23

Coherent Corporation Coherent Corporation30.0K shares-0.77%2026-03-312026-04-23

Sponsored

VRT Vertiv Holdings Company27.4K shares1.24%2026-03-312026-04-23

XOM EXXON MOBIL CORP39.7K shares1.10%2026-03-312026-04-23

VGT VANGUARD WORLD FD9.6K shares5.76%2026-03-312026-04-23

CFR CULLEN FROST BANKERS INC48.5K shares5.34%2026-03-312026-04-23

FLS Flowserve Corporation89.4K shares496.15%2026-03-312026-04-23

VTV VANGUARD INDEX FDS33.0K shares-3.72%2026-03-312026-04-23

CSPF COHEN & STEERS ETF TRUST252.9K sharesnew addition2026-03-312026-04-23

FTI TechnipFMC PLC92.6K shares-12.06%2026-03-312026-04-23

Sponsored

PM PHILIP MORRIS INTL INC36.7K shares21.99%2026-03-312026-04-23

KEYS Keysight Technologies Inc.21.0K shares4.75%2026-03-312026-04-23

SPYG SPDR SERIES TRUST59.3K shares-14.13%2026-03-312026-04-23

BA Boeing Company (The)27.7K shares-4.26%2026-03-312026-04-23

MSFT MICROSOFT CORP14.7K shares-67.07%2026-03-312026-04-23

KLAC KLA Corporation3.6K shares63.56%2026-03-312026-04-23

MMM 3M CO36.6K shares-46.67%2026-03-312026-04-23

Marvell Technology Inc. Marvell Technology Inc.51.5K shares157.64%2026-03-312026-04-23

Sponsored

EAT Brinker International Inc.34.2K sharesnew addition2026-03-312026-04-23

DPZ Domino's Pizza Inc.13.4K shares434.96%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS19.1K shares17.10%2026-03-312026-04-23

TWLO Twilio Inc.36.4K shares-7.99%2026-03-312026-04-23

AKAM Akamai Technologies Inc.39.3K sharesnew addition2026-03-312026-04-23

META Meta Platforms Inc.7.9K shares887.20%2026-03-312026-04-23

QIAGEN N.V. QIAGEN N.V.108.6K sharesnew addition2026-03-312026-04-23

CGNX Cognex Corporation87.0K shares-10.09%2026-03-312026-04-23

Sponsored

PLTR Palantir Technologies Inc.27.8K shares59.42%2026-03-312026-04-23

CCJ Cameco Corporation36.3K shares-21.87%2026-03-312026-04-23

EW Edwards Lifesciences Corporation48.6K shares21.70%2026-03-312026-04-23

MPWR Monolithic Power Systems Inc.3.6K shares0.34%2026-03-312026-04-23

ISRG Intuitive Surgical Inc.8.4K shares24.04%2026-03-312026-04-23

FN Fabrinet7.3K shares-20.46%2026-03-312026-04-23

Celestica Inc. Celestica Inc.13.0K shares-11.93%2026-03-312026-04-23

TEVA Teva Pharmaceutical Industries Ltd.119.0K shares-6.57%2026-03-312026-04-23

Sponsored

WMT WALMART INC28.2K shares-4.99%2026-03-312026-04-23

WYNN Wynn Resorts Ltd.33.0K shares-18.56%2026-03-312026-04-23

AMAT APPLIED MATLS INC9.4K shares-2.97%2026-03-312026-04-23

AAOI Applied Optoelectronics Inc.37.9K sharesnew addition2026-03-312026-04-23

LLY ELI LILLY & CO3.2K shares-62.37%2026-03-312026-04-23

BE Bloom Energy Corporation20.0K sharesnew addition2026-03-312026-04-23

CAT CATERPILLAR INC3.8K shares-2.77%2026-03-312026-04-23

IONQ IonQ Inc.88.8K shares35.64%2026-03-312026-04-23

Sponsored

SGOV ISHARES TR25.4K shares-0.67%2026-03-312026-04-23

MDB MongoDB Inc.9.7K shares223.60%2026-03-312026-04-23

FFIV F5 Inc.7.8K sharesnew addition2026-03-312026-04-23

ADI Analog Devices Inc.6.6K shares-19.78%2026-03-312026-04-23

PLAB Photronics Inc.50.0K shares66.67%2026-03-312026-04-23

INTU INTUIT4.6K shares0.02%2026-03-312026-04-23

AMZN AMAZON COM INC9.1K shares-78.34%2026-03-312026-04-23

VTIP VANGUARD MALVERN FDS37.9K shares27.61%2026-03-312026-04-23

Sponsored

IVV ISHARES TR2.7K shares-6.59%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP2.5K shares-2.75%2026-03-312026-04-23

RNG RingCentral Inc.40.0K shares-11.11%2026-03-312026-04-23

UTHR United Therapeutics Corporation2.5K sharesnew addition2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.9K shares-6.17%2026-03-312026-04-23

TSM Taiwan Semiconductor Manufacturing Company Ltd.4.1K shares271.16%2026-03-312026-04-23

HEI HEICO Corporation5.0K shares66.67%2026-03-312026-04-23

NFLX Netflix Inc.14.2K shares-46.14%2026-03-312026-04-23

Sponsored

SHAK Shake Shack Inc.15.0K sharesnew addition2026-03-312026-04-23

VEEV Veeva Systems Inc.7.5K sharesnew addition2026-03-312026-04-23

ATRC AtriCure Inc.45.0K shares20.00%2026-03-312026-04-23

MAR MARRIOTT INTL INC NEW3.6K shares-7.29%2026-03-312026-04-23

BP BP PLC24.6K shares4.72%2026-03-312026-04-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.5K shares24.10%2026-03-312026-04-23

NTRS NORTHERN TR CORP6.8K shares-85.78%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP4.4K shares-0.59%2026-03-312026-04-23

Sponsored

ET ENERGY TRANSFER L P47.2K shares3.12%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T1.1K shares-19.38%2026-03-312026-04-23

HLT HILTON WORLDWIDE HLDGS INC2.3K shares-8.63%2026-03-312026-04-23

ALPHABET INC ALPHABET INC2.3K shares32.89%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR1.1K shares-22.99%2026-03-312026-04-23

IVW ISHARES TR5.2K shares-2.21%2026-03-312026-04-23

VTI VANGUARD INDEX FDS1.8K shares-7.72%2026-03-312026-04-23

OXY OCCIDENTAL PETE CORP8.3K shares55.46%2026-03-312026-04-23

Sponsored

LOW LOWES COS INC2.3K shares-4.76%2026-03-312026-04-23

KO COCA COLA CO6.8K shares4.85%2026-03-312026-04-23

JCI JOHNSON CONTROLS INTERNATION3.9K sharesnew addition2026-03-312026-04-23

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.4K sharesnew addition2026-03-312026-04-23

TXN TEXAS INSTRS INC2.3K shares-30.91%2026-03-312026-04-23

VV VANGUARD INDEX FDS1.5K shares-4.03%2026-03-312026-04-23

TSLA TESLA INC1.2K shares39.81%2026-03-312026-04-23

BAC BANK AMERICA CORP8.7K shares2.97%2026-03-312026-04-23

Sponsored

VEA VANGUARD TAX-MANAGED FDS6.3K shares-24.43%2026-03-312026-04-23

FDN FIRST TR EXCHANGE-TRADED FD1.7K sharesnew addition2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC808 shares14.94%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS5.1K sharesnew addition2026-03-312026-04-23

T AT&T INC12.6K sharesnew addition2026-03-312026-04-23

BNDX VANGUARD CHARLOTTE FDS7.6K shares1.08%2026-03-312026-04-23

DGRO ISHARES TR5.2K shares-0.64%2026-03-312026-04-23

MA MASTERCARD INCORPORATED721 shares-15.47%2026-03-312026-04-23

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T7.5K shares0.00%2026-03-312026-04-23

Invesco QQQ Trust Series 1 04/17/2026 535 Put Invesco QQQ Trust Series 1 04/17/2026 535 Put750 shares-50.00%2026-03-312026-04-23

CSTL CASTLE BIOSCIENCES INC13.5K shares0.00%2026-03-312026-04-23

IWF ISHARES TR751 shares0.00%2026-03-312026-04-23

VB VANGUARD INDEX FDS1.2K shares-2.74%2026-03-312026-04-23

VOE VANGUARD INDEX FDS1.7K sharesnew addition2026-03-312026-04-23

State Street SPDR S&P 500 ETF Trust 04/17/2026 607 Put State Street SPDR S&P 500 ETF Trust 04/17/2026 607 Put1.0K shares-33.33%2026-03-312026-04-23

NEE NEXTERA ENERGY INC3.1K sharesnew addition2026-03-312026-04-23

Sponsored

MPC MARATHON PETE CORP1.2K sharesnew addition2026-03-312026-04-23

ORCL ORACLE CORP1.9K shares-39.62%2026-03-312026-04-23

DELL DELL TECHNOLOGIES INC1.6K shares-96.76%2026-03-312026-04-23

V VISA INC889 shares1.14%2026-03-312026-04-23

FTXL FIRST TR EXCHANGE TRADED FD1.8K sharesnew addition2026-03-312026-04-23

THC TENET HEALTHCARE CORP1.4K shares0.00%2026-03-312026-04-23

GLD SPDR GOLD TR603 shares-12.10%2026-03-312026-04-23

BALT INNOVATOR ETFS TRUST7.7K sharesnew addition2026-03-312026-04-23

Sponsored

FBND FIDELITY MERRIMACK STR TR5.6K sharesnew addition2026-03-312026-04-23

AZZ AZZ INC2.0K shares0.00%2026-03-312026-04-23

COP CONOCOPHILLIPS1.9K shares-37.87%2026-03-312026-04-23

SHEL SHELL PLC2.6K sharesnew addition2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC4.5K sharesnew addition2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR2.6K shares-18.25%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC2.6K shares-97.38%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K shares-0.06%2026-03-312026-04-23

Sponsored

VXUS VANGUARD STAR FDS2.7K shares-5.52%2026-03-312026-04-23

VBR VANGUARD INDEX FDS950 shares-0.63%2026-03-312026-04-23

CB CHUBB LTD SWITZ626 shares-48.52%2026-03-312026-04-23

FPE FIRST TR EXCH TRADED FD III11.1K shares0.00%2026-03-312026-04-23

Apple Inc. 04/17/2026 260 Call Apple Inc. 04/17/2026 260 Call500 shares66.67%2026-03-312026-04-23

F FORD MTR CO10.6K sharesnew addition2026-03-312026-04-23

Teva Pharmaceutical Industries Ltd. 01/15/2027 40 Call Teva Pharmaceutical Industries Ltd. 01/15/2027 40 Call500 sharesnew addition2026-03-312026-04-23

VVR INVESCO SR INCOME TR17.0K shares0.00%2026-03-312026-04-23

Sponsored

AFFIRM HLDGS INC AFFIRM HLDGS INC41.0K shares0.00%2026-03-312026-04-23

SEA LTD SEA LTD38.0K shares0.00%2026-03-312026-04-23

NVIDIA Corporation 04/17/2026 190 Call NVIDIA Corporation 04/17/2026 190 Call500 shares100.00%2026-03-312026-04-23

IGV iShares Expanded Tech-Software Sector ETF 06/18/2026 100 Call1.0K sharesnew addition2026-03-312026-04-23

SNAP INC SNAP INC28.0K shares0.00%2026-03-312026-04-23

GUARDANT HEALTH INC GUARDANT HEALTH INC24.0K shares0.00%2026-03-312026-04-23

Alphabet Inc. 04/17/2026 315 Call Alphabet Inc. 04/17/2026 315 Call350 shares40.00%2026-03-312026-04-23

QIAGEN N.V. 05/15/2026 55 Call QIAGEN N.V. 05/15/2026 55 Call500 sharesnew addition2026-03-312026-04-23

Sponsored

VGSH

VANGUARD SCOTTSDALE FDS

28.71%

Shares1.2M

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-3.20%

Shares71.2K

Event2026-03-31

Filed2026-04-23

Broadcom Inc.

59.41%

Shares114.2K

Event2026-03-31

Filed2026-04-23

AAPL

Apple Inc.

-0.31%

Shares123.2K

Event2026-03-31

Filed2026-04-23

JPM

JPMorgan Chase & Company

3.19%

Shares84.7K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

-9.21%

Shares166.4K

Event2026-03-31

Filed2026-04-23

Morgan Stanley

2.78%

Shares130.7K

Event2026-03-31

Filed2026-04-23

RIO

Rio Tinto plc

3.94%

Shares197.6K

Event2026-03-31

Filed2026-04-23

CSCO

Cisco Systems Inc.

6.39%

Shares233.6K

Event2026-03-31

Filed2026-04-23

KMI

KINDER MORGAN INC DEL

3.01%

Shares479.5K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA Corporation

11.41%

Shares88.2K

Event2026-03-31

Filed2026-04-23

AEM

Agnico Eagle Mines Ltd.

-2.80%

Shares75.6K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

6.79%

Shares34.0K

Event2026-03-31

Filed2026-04-23

JMST

J P MORGAN EXCHANGE TRADED F

3.10%

Shares270.5K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

1.08%

Shares56.0K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

6.02%

Shares13.7K

Event2026-03-31

Filed2026-04-23

Alphabet Inc.

196.35%

Shares46.6K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

-3.10%

Shares62.3K

Event2026-03-31

Filed2026-04-23

SUB

ISHARES TR

2.69%

Shares124.1K

Event2026-03-31

Filed2026-04-23

DUKE ENERGY CORP NEW

3.90%

Shares97.0K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

4.32%

Shares59.8K

Event2026-03-31

Filed2026-04-23

SCHW

Charles Schwab Corporation (The)

126.43%

Shares129.9K

Event2026-03-31

Filed2026-04-23

Blackrock Inc

-99.23%

Shares12.4K

Event2026-03-31

Filed2026-04-23

Eaton Corp plc

18.05%

Shares32.2K

Event2026-03-31

Filed2026-04-23

PFF

ISHARES TR

8.13%

Shares370.9K

Event2026-03-31

Filed2026-04-23

UNP

UNION PAC CORP

122.54%

Shares45.5K

Event2026-03-31

Filed2026-04-23

NUE

Nucor Corporation

63.20%

Shares63.3K

Event2026-03-31

Filed2026-04-23

ALPS ETF TR

10.10%

Shares200.0K

Event2026-03-31

Filed2026-04-23

RTX

RTX Corporation

47.91%

Shares54.5K

Event2026-03-31

Filed2026-04-23

SCCO

Southern Copper Corporation

13.19%

Shares60.4K

Event2026-03-31

Filed2026-04-23

FANG

DIAMONDBACK ENERGY INC

8.30%

Shares51.8K

Event2026-03-31

Filed2026-04-23

SPYV

SPDR SERIES TRUST

-5.10%

Shares178.4K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

0.32%

Shares83.4K

Event2026-03-31

Filed2026-04-23

CIEN

Ciena Corporation

-11.36%

Shares25.5K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

3.10%

Shares31.5K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

4.17%

Shares26.3K

Event2026-03-31

Filed2026-04-23

EXE

Expand Energy Corporation

8.78%

Shares78.6K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

57.63%

Shares38.7K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

5.25%

Shares53.6K

Event2026-03-31

Filed2026-04-23

AMGN

AMGEN INC

3.16%

Shares23.6K

Event2026-03-31

Filed2026-04-23

CME

CME GROUP INC

3.85%

Shares28.0K

Event2026-03-31

Filed2026-04-23

IWY

ISHARES TR

6.56%

Shares32.2K

Event2026-03-31

Filed2026-04-23

DEERE & CO

-13.77%

Shares14.2K

Event2026-03-31

Filed2026-04-23

DIA

STATE STR SPDR DOW JONES IND

-4.87%

Shares17.1K

Event2026-03-31

Filed2026-04-23

FIX

Comfort Systems USA Inc.

-10.10%

Shares5.6K

Event2026-03-31

Filed2026-04-23

SBUX

Starbucks Corporation

118.24%

Shares84.9K

Event2026-03-31

Filed2026-04-23

VCSH

VANGUARD SCOTTSDALE FDS

36.10%

Shares94.5K

Event2026-03-31

Filed2026-04-23

Coherent Corporation

-0.77%

Shares30.0K

Event2026-03-31

Filed2026-04-23

VRT

Vertiv Holdings Company

1.24%

Shares27.4K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

1.10%

Shares39.7K

Event2026-03-31

Filed2026-04-23

VGT

VANGUARD WORLD FD

5.76%

Shares9.6K

Event2026-03-31

Filed2026-04-23

CFR

CULLEN FROST BANKERS INC

5.34%

Shares48.5K

Event2026-03-31

Filed2026-04-23

FLS

Flowserve Corporation

496.15%

Shares89.4K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

-3.72%

Shares33.0K

Event2026-03-31

Filed2026-04-23

CSPF

COHEN & STEERS ETF TRUST

New

Shares252.9K

Event2026-03-31

Filed2026-04-23

FTI

TechnipFMC PLC

-12.06%

Shares92.6K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

21.99%

Shares36.7K

Event2026-03-31

Filed2026-04-23

KEYS

Keysight Technologies Inc.

4.75%

Shares21.0K

Event2026-03-31

Filed2026-04-23

SPYG

SPDR SERIES TRUST

-14.13%

Shares59.3K

Event2026-03-31

Filed2026-04-23

Boeing Company (The)

-4.26%

Shares27.7K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-67.07%

Shares14.7K

Event2026-03-31

Filed2026-04-23

KLAC

KLA Corporation

63.56%

Shares3.6K

Event2026-03-31

Filed2026-04-23

MMM

3M CO

-46.67%

Shares36.6K

Event2026-03-31

Filed2026-04-23

Marvell Technology Inc.

157.64%

Shares51.5K

Event2026-03-31

Filed2026-04-23

EAT

Brinker International Inc.

New

Shares34.2K

Event2026-03-31

Filed2026-04-23

DPZ

Domino's Pizza Inc.

434.96%

Shares13.4K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

17.10%

Shares19.1K

Event2026-03-31

Filed2026-04-23

TWLO

Twilio Inc.

-7.99%

Shares36.4K

Event2026-03-31

Filed2026-04-23

AKAM

Akamai Technologies Inc.

New

Shares39.3K

Event2026-03-31

Filed2026-04-23