Sponsored

The Analysis of Pacific Point Advisors, LLC's Holdings & P&L

Currently, Pacific Point Advisors, LLC holds 129 types of securities in its portfolio with a total value $219.0M. In the most recent quarter, they have increased their positions in N/A (+7.7K shares, valued at $5.7M), BIL (+31.6K shares, valued at $2.9M), SITM (+3.0K shares, valued at $2.2M); decreased their positions in SNDK (-1.0K shares, valued at $2.3M), MU (-1.5K shares, valued at $1.7M), TSM (-3.6K shares, valued at $1.7M); initiated new positions in SITM (+3.0K shares, valued at $2.2M), SIMO (+6.0K shares, valued at $2.0M), MXL (+10.0K shares, valued at $1.3M).

1M P&L

-1.1M-0.65%

3M P&L

+144.7K+0.09%

HY P&L

-1.0M-0.60%

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/A83.3M

44.8%

2Semiconductors22.2M

11.9%

3Electrical Equipment & Parts7.9M

4.2%

Top Industries by Stock Count

1N/A41 stocks

37.6%

2Semiconductors10 stocks

9.2%

3Drug Manufacturers - General3 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST418.8K shares8.15%2026-06-302026-07-24

ISHARES TR ISHARES TR9.7K shares382.20%2026-06-302026-07-24

TSLA TESLA INC16.7K shares2.14%2026-06-302026-07-24

AAPL APPLE INC24.0K shares-1.22%2026-06-302026-07-24

GOOG ALPHABET INC15.2K shares-4.47%2026-06-302026-07-24

IAU ISHARES GOLD TR69.5K shares0.95%2026-06-302026-07-24

HUBB HUBBELL INC8.1K shares0.06%2026-06-302026-07-24

BROADCOM INC BROADCOM INC10.8K shares75.92%2026-06-302026-07-24

Sponsored

MU MICRON TECHNOLOGY INC3.5K shares-30.00%2026-06-302026-07-24

ALAB ASTERA LABS INC8.0K shares-20.00%2026-06-302026-07-24

BE BLOOM ENERGY CORP12.0K shares-14.29%2026-06-302026-07-24

MSFT MICROSOFT CORP8.3K shares-8.65%2026-06-302026-07-24

VSTS VESTIS CORPORATION211.5K shares18.62%2026-06-302026-07-24

ASML ASML HLDG NV1.5K shares-12.56%2026-06-302026-07-24

NVDA NVIDIA CORPORATION13.7K shares33.25%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC5.7K shares-38.94%2026-06-302026-07-24

Sponsored

AAOI APPLIED OPTOELECTRONICS INC18.0K shares-10.00%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 403.6K shares29.58%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC28.3K shares99.20%2026-06-302026-07-24

GLD SPDR GOLD TR6.5K shares0.00%2026-06-302026-07-24

LRCX LAM RESEARCH CORP5.5K shares1.39%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC4.0K shares97.15%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS6.2K shares22.23%2026-06-302026-07-24

SNDK SANDISK CORP1.0K shares-50.00%2026-06-302026-07-24

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.4K shares3.69%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO6.9K shares53.03%2026-06-302026-07-24

AMZN AMAZON COM INC9.4K shares-5.93%2026-06-302026-07-24

SITM SITIME CORP3.0K sharesnew addition2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR77.8K shares500.64%2026-06-302026-07-24

LUMENTUM HLDGS INC LUMENTUM HLDGS INC2.5K shares-16.67%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC3.7K shares119.61%2026-06-302026-07-24

ANET ARISTA NETWORKS INC12.4K shares-13.06%2026-06-302026-07-24

Sponsored

IJH ISHARES TR26.3K shares19.69%2026-06-302026-07-24

SIMO SILICON MOTION TECHNOLOGY CO6.0K sharesnew addition2026-06-302026-07-24

ETN EATON CORP PLC4.6K shares-17.28%2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II6.4K shares176.52%2026-06-302026-07-24

ORLY OREILLY AUTOMOTIVE INC20.2K shares-11.32%2026-06-302026-07-24

QQQ INVESCO QQQ TR2.5K shares8.55%2026-06-302026-07-24

DVY ISHARES TR11.4K shares0.00%2026-06-302026-07-24

IJR ISHARES TR12.0K shares0.00%2026-06-302026-07-24

Sponsored

GEV GE VERNOVA INC1.5K shares0.00%2026-06-302026-07-24

VTEB VANGUARD MUN BD FDS34.7K shares0.00%2026-06-302026-07-24

BG BUNGE GLOBAL SA16.1K shares0.00%2026-06-302026-07-24

SGOV ISHARES TR17.1K shares-4.47%2026-06-302026-07-24

CAT CATERPILLAR INC1.6K shares-0.19%2026-06-302026-07-24

LLY ELI LILLY & CO1.4K shares0.00%2026-06-302026-07-24

SHY ISHARES TR19.0K shares-7.38%2026-06-302026-07-24

WMT WALMART INC13.2K shares-12.64%2026-06-302026-07-24

Sponsored

IXUS ISHARES TR15.2K shares12.89%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.1K shares-37.45%2026-06-302026-07-24

MXL MAXLINEAR INC10.0K sharesnew addition2026-06-302026-07-24

GLW CORNING INC5.0K sharesnew addition2026-06-302026-07-24

IGSB ISHARES TR24.2K shares0.00%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.5K shares-19.40%2026-06-302026-07-24

IVW ISHARES TR9.2K shares0.00%2026-06-302026-07-24

PEP PEPSICO INC9.0K shares-48.73%2026-06-302026-07-24

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP8.0K shares-0.29%2026-06-302026-07-24

VB VANGUARD INDEX FDS3.4K shares1.15%2026-06-302026-07-24

GOOGL ALPHABET INC2.9K shares0.35%2026-06-302026-07-24

IEMG ISHARES INC12.2K sharesnew addition2026-06-302026-07-24

COHR COHERENT CORP2.5K shares0.00%2026-06-302026-07-24

IWO ISHARES TR2.5K shares0.00%2026-06-302026-07-24

IDEXX LABS INC IDEXX LABS INC1.8K shares-22.68%2026-06-302026-07-24

CL COLGATE PALMOLIVE CO10.4K shares-37.66%2026-06-302026-07-24

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL4.2K shares-30.92%2026-06-302026-07-24

COR CENCORA INC3.3K shares-23.67%2026-06-302026-07-24

BAC BANK OF AMER CORP16.1K shares0.40%2026-06-302026-07-24

BILS SPDR SERIES TRUST9.1K shares-9.04%2026-06-302026-07-24

IVE ISHARES TR4.0K shares0.00%2026-06-302026-07-24

VTV VANGUARD INDEX FDS4.1K shares0.00%2026-06-302026-07-24

IWF ISHARES TR6.9K shares271.14%2026-06-302026-07-24

ECL ECOLAB INC3.1K shares-39.69%2026-06-302026-07-24

Sponsored

PG PROCTER & GAMBLE CO5.7K shares-37.87%2026-06-302026-07-24

GSLC GOLDMAN SACHS ETF TR5.7K shares91.43%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T3.8K shares158.05%2026-06-302026-07-24

MTD METTLER TOLEDO INTERNATIONAL625 shares-44.44%2026-06-302026-07-24

ONEQ FIDELITY COMWLTH TR7.7K sharesnew addition2026-06-302026-07-24

CHD CHURCH & DWIGHT CO INC8.2K shares-39.87%2026-06-302026-07-24

MTSI MACOM TECH SOLUTIONS HLDGS I2.0K sharesnew addition2026-06-302026-07-24

UNP UNION PAC CORP2.6K shares0.80%2026-06-302026-07-24

Sponsored

VOOG VANGUARD ADMIRAL FDS INC8.6K shares500.00%2026-06-302026-07-24

MGK VANGUARD WORLD FD7.9K shares400.00%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC5.9K shares9.77%2026-06-302026-07-24

ADP AUTOMATIC DATA PROCESSING IN3.0K shares-43.14%2026-06-302026-07-24

SYK STRYKER CORPORATION2.1K shares-37.82%2026-06-302026-07-24

ROL ROLLINS INC13.9K shares-38.39%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO9.8K shares-0.15%2026-06-302026-07-24

TSCO TRACTOR SUPPLY CO15.3K shares-42.64%2026-06-302026-07-24

Sponsored

BLK BLACKROCK INC500 shares5.71%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS2.0K shares-7.11%2026-06-302026-07-24

INTU INTUIT1.7K shares-68.94%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC872 shares-3.54%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION2.1K shares0.68%2026-06-302026-07-24

CVX CHEVRON CORPORATION2.4K shares0.43%2026-06-302026-07-24

YUM YUM BRANDS INC2.4K shares0.00%2026-06-302026-07-24

TJX TJX COS INC NEW2.5K shares3.03%2026-06-302026-07-24

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL736 shares1.94%2026-06-302026-07-24

HD HOME DEPOT INC1.0K shares-10.01%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS4.5K shares0.00%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS4.3K shares0.00%2026-06-302026-07-24

VXUS VANGUARD STAR FDS3.9K shares0.29%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS1.1K shares-0.87%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T409 shares-31.14%2026-06-302026-07-24

RMD RESMED INC1.5K shares-0.72%2026-06-302026-07-24

Sponsored

ZOETIS INC ZOETIS INC4.1K shares-2.61%2026-06-302026-07-24

MGC VANGUARD WORLD FD1.1K shares0.00%2026-06-302026-07-24

SDY SPDR SERIES TRUST1.9K shares0.00%2026-06-302026-07-24

SPYV SPDR SERIES TRUST4.5K sharesnew addition2026-06-302026-07-24

BX BLACKSTONE INC2.3K shares-0.43%2026-06-302026-07-24

VBIL VANGUARD INSTL INDEX FD3.6K shares-23.94%2026-06-302026-07-24

ABBVIE INC ABBVIE INC1.1K shares1.14%2026-06-302026-07-24

TEL TE CONNECTIVITY PLC1.3K shares0.00%2026-06-302026-07-24

Sponsored

SCHB SCHWAB STRATEGIC TR8.9K shares11.68%2026-06-302026-07-24

VISA INC VISA INC745 shares1.92%2026-06-302026-07-24

SCHE SCHWAB STRATEGIC TR6.9K shares7.31%2026-06-302026-07-24

MCD MCDONALDS CORP920 shares-4.27%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR7.8K shares-0.19%2026-06-302026-07-24

NSA NATIONAL STORAGE AFFILIATES5.5K shares1.55%2026-06-302026-07-24

BKNG BOOKING HOLDINGS INC1.3K shares2407.55%2026-06-302026-07-24

MMIT NEW YORK LIFE INVTS ACTIVE E9.6K shares0.00%2026-06-302026-07-24

Sponsored

UNFI UNITED NAT FOODS INC5.0K shares0.00%2026-06-302026-07-24

DAKOTA GOLD CORP DAKOTA GOLD CORP53.0K shares0.00%2026-06-302026-07-24

TXN TEXAS INSTRS INC726 sharesnew addition2026-06-302026-07-24

JNJ JOHNSON & JOHNSON851 shares3.65%2026-06-302026-07-24

USMV ISHARES TR2.2K shares0.00%2026-06-302026-07-24

ACI ALBERTSONS COMPANIES INC12.3K shares0.00%2026-06-302026-07-24

GROY GOLD ROYALTY CORP48.0K shares0.00%2026-06-302026-07-24

UWMC UWM HOLDINGS CORPORATION30.0K sharesnew addition2026-06-302026-07-24

Sponsored

DNUT KRISPY KREME INC17.1K shares0.00%2026-06-302026-07-24

BIL

SPDR SERIES TRUST

8.15%

Shares418.8K

Event2026-06-30

Filed2026-07-24

ISHARES TR

382.20%

Shares9.7K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

2.14%

Shares16.7K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-1.22%

Shares24.0K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-4.47%

Shares15.2K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

0.95%

Shares69.5K

Event2026-06-30

Filed2026-07-24

HUBB

HUBBELL INC

0.06%

Shares8.1K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

75.92%

Shares10.8K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-30.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

ALAB

ASTERA LABS INC

-20.00%

Shares8.0K

Event2026-06-30

Filed2026-07-24

BLOOM ENERGY CORP

-14.29%

Shares12.0K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-8.65%

Shares8.3K

Event2026-06-30

Filed2026-07-24

VSTS

VESTIS CORPORATION

18.62%

Shares211.5K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

-12.56%

Shares1.5K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

33.25%

Shares13.7K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-38.94%

Shares5.7K

Event2026-06-30

Filed2026-07-24

AAOI

APPLIED OPTOELECTRONICS INC

-10.00%

Shares18.0K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

29.58%

Shares3.6K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

99.20%

Shares28.3K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

1.39%

Shares5.5K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

97.15%

Shares4.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

22.23%

Shares6.2K

Event2026-06-30

Filed2026-07-24

SNDK

SANDISK CORP

-50.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

3.69%

Shares2.4K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

53.03%

Shares6.9K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-5.93%

Shares9.4K

Event2026-06-30

Filed2026-07-24

SITM

SITIME CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

500.64%

Shares77.8K

Event2026-06-30

Filed2026-07-24

LUMENTUM HLDGS INC

-16.67%

Shares2.5K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

119.61%

Shares3.7K

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

-13.06%

Shares12.4K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

19.69%

Shares26.3K

Event2026-06-30

Filed2026-07-24

SIMO

SILICON MOTION TECHNOLOGY CO

New

Shares6.0K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

-17.28%

Shares4.6K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

176.52%

Shares6.4K

Event2026-06-30

Filed2026-07-24

ORLY

OREILLY AUTOMOTIVE INC

-11.32%

Shares20.2K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

8.55%

Shares2.5K

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

0.00%

Shares34.7K

Event2026-06-30

Filed2026-07-24

BUNGE GLOBAL SA

0.00%

Shares16.1K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES TR

-4.47%

Shares17.1K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

-0.19%

Shares1.6K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

SHY

ISHARES TR

-7.38%

Shares19.0K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-12.64%

Shares13.2K

Event2026-06-30

Filed2026-07-24

IXUS

ISHARES TR

12.89%

Shares15.2K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

-37.45%

Shares3.1K

Event2026-06-30

Filed2026-07-24

MXL

MAXLINEAR INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

New

Shares5.0K

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES TR

0.00%

Shares24.2K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

-19.40%

Shares2.5K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-48.73%

Shares9.0K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-0.29%

Shares8.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

1.15%

Shares3.4K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

0.35%

Shares2.9K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

New

Shares12.2K

Event2026-06-30

Filed2026-07-24

COHR

COHERENT CORP

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

IWO

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

IDEXX LABS INC

-22.68%

Shares1.8K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

-37.66%

Shares10.4K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

-30.92%

Shares4.2K

Event2026-06-30

Filed2026-07-24

COR

CENCORA INC

-23.67%

Shares3.3K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

0.40%

Shares16.1K

Event2026-06-30

Filed2026-07-24

BILS

SPDR SERIES TRUST

-9.04%

Shares9.1K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

271.14%

Shares6.9K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

-39.69%

Shares3.1K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-37.87%

Shares5.7K

Event2026-06-30

Filed2026-07-24

GSLC

GOLDMAN SACHS ETF TR

91.43%

Shares5.7K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

158.05%

Shares3.8K

Event2026-06-30

Filed2026-07-24

MTD

METTLER TOLEDO INTERNATIONAL

-44.44%

Shares625

Event2026-06-30

Filed2026-07-24

ONEQ

FIDELITY COMWLTH TR

New

Shares7.7K

Event2026-06-30

Filed2026-07-24

CHD

CHURCH & DWIGHT CO INC

-39.87%

Shares8.2K

Event2026-06-30

Filed2026-07-24

MTSI

MACOM TECH SOLUTIONS HLDGS I

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

0.80%

Shares2.6K

Event2026-06-30

Filed2026-07-24

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares8.6K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

400.00%

Shares7.9K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

9.77%

Shares5.9K

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

-43.14%

Shares3.0K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

-37.82%

Shares2.1K

Event2026-06-30

Filed2026-07-24

ROL

ROLLINS INC

-38.39%

Shares13.9K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

-0.15%

Shares9.8K

Event2026-06-30

Filed2026-07-24

TSCO

TRACTOR SUPPLY CO

-42.64%

Shares15.3K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

5.71%

Shares500

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-7.11%

Shares2.0K

Event2026-06-30

Filed2026-07-24

INTU

INTUIT

-68.94%

Shares1.7K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

-3.54%

Shares872

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

0.68%

Shares2.1K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

0.43%

Shares2.4K

Event2026-06-30

Filed2026-07-24

YUM

YUM BRANDS INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

3.03%

Shares2.5K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.94%

Shares736

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-10.01%

Shares1.0K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

0.29%

Shares3.9K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-0.87%

Shares1.1K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-31.14%

Shares409

Event2026-06-30

Filed2026-07-24

RMD

RESMED INC

-0.72%

Shares1.5K

Event2026-06-30

Filed2026-07-24

ZOETIS INC

-2.61%

Shares4.1K

Event2026-06-30

Filed2026-07-24

MGC

VANGUARD WORLD FD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

SPYV

SPDR SERIES TRUST

New

Shares4.5K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

-0.43%

Shares2.3K

Event2026-06-30

Filed2026-07-24

VBIL

VANGUARD INSTL INDEX FD

-23.94%

Shares3.6K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

1.14%

Shares1.1K

Event2026-06-30

Filed2026-07-24

TEL

TE CONNECTIVITY PLC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

11.68%

Shares8.9K

Event2026-06-30

Filed2026-07-24

VISA INC

1.92%

Shares745

Event2026-06-30

Filed2026-07-24

SCHE

SCHWAB STRATEGIC TR

7.31%

Shares6.9K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-4.27%

Shares920

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

-0.19%

Shares7.8K

Event2026-06-30

Filed2026-07-24

NSA

NATIONAL STORAGE AFFILIATES

1.55%

Shares5.5K

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HOLDINGS INC

2407.55%

Shares1.3K

Event2026-06-30

Filed2026-07-24

MMIT

NEW YORK LIFE INVTS ACTIVE E

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-24

UNFI

UNITED NAT FOODS INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

DAKOTA GOLD CORP

0.00%

Shares53.0K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

New

Shares726

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

3.65%

Shares851

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

ACI

ALBERTSONS COMPANIES INC

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-24

GROY

GOLD ROYALTY CORP

0.00%

Shares48.0K

Event2026-06-30

Filed2026-07-24

UWMC

UWM HOLDINGS CORPORATION

New

Shares30.0K

Event2026-06-30

Filed2026-07-24

DNUT

KRISPY KREME INC

0.00%

Shares17.1K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available