Sponsored

The Analysis of Pacific Sage Partners, LLC's Holdings & P&L

Currently, Pacific Sage Partners, LLC holds 120 types of securities in its portfolio with a total value $634.5M. In the most recent quarter, they have increased their positions in SCHR (+306.1K shares, valued at $7.6M), BINC (+105.9K shares, valued at $5.5M), VTIP (+70.0K shares, valued at $3.5M); decreased their positions in CEF (-43.7K shares, valued at $2.1M), AMGN (-644 shares, valued at $226.6K), NEM (-1.2K shares, valued at $129.8K); initiated new positions in GLW (+1.9K shares, valued at $264.5K), TSM (+700 shares, valued at $236.6K), MPC (+953 shares, valued at $232.7K).

1M P&L

-32.0M-4.84%

3M P&L

-28.8M-4.36%

HY P&L

-25.5M-3.89%

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/A463.8M

74.4%

2Software - Infrastructure77.3M

12.4%

3Internet Retail13.5M

2.2%

Top Industries by Stock Count

1N/A42 stocks

38.2%

2Software - Infrastructure6 stocks

5.5%

3Drug Manufacturers - General5 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHR SCHWAB STRATEGIC TR3.5M shares9.64%2026-03-312026-04-21

MSFT MICROSOFT CORP188.7K shares0.19%2026-03-312026-04-21

BINC BLACKROCK ETF TRUST II1.2M shares9.92%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR1.7M shares2.13%2026-03-312026-04-21

VTIP VANGUARD MALVERN FDS750.5K shares10.29%2026-03-312026-04-21

VGSH VANGUARD SCOTTSDALE FDS637.2K shares9.42%2026-03-312026-04-21

IWD ISHARES TR155.0K shares2.00%2026-03-312026-04-21

SSUS STRATEGY SHS389.7K shares5.95%2026-03-312026-04-21

Sponsored

SLDR GLOBAL X FDS344.1K shares8.59%2026-03-312026-04-21

BILS SPDR SERIES TRUST153.8K shares14.61%2026-03-312026-04-21

CLIP GLOBAL X FDS137.3K shares0.49%2026-03-312026-04-21

AMZN AMAZON COM INC64.9K shares0.50%2026-03-312026-04-21

IWF ISHARES TR31.4K shares7.79%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR418.9K shares1.63%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST177.6K shares1.81%2026-03-312026-04-21

PHYS SPROTT ASSET MANAGEMENT LP327.8K shares1.80%2026-03-312026-04-21

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP456.1K shares-1.09%2026-03-312026-04-21

AVXC AMERICAN CENTY ETF TR147.4K shares-0.96%2026-03-312026-04-21

DISV DIMENSIONAL ETF TRUST251.2K shares-0.30%2026-03-312026-04-21

CEF SPROTT ASSET MANAGEMENT LP195.9K shares-18.23%2026-03-312026-04-21

AAPL APPLE INC33.8K shares9.03%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION6.8K shares-0.51%2026-03-312026-04-21

NVDA NVIDIA CORPORATION29.1K shares18.12%2026-03-312026-04-21

ALPHABET INC ALPHABET INC12.5K shares2.92%2026-03-312026-04-21

Sponsored

AMAT APPLIED MATLS INC8.8K shares-0.80%2026-03-312026-04-21

ALPHABET INC ALPHABET INC10.4K shares0.68%2026-03-312026-04-21

SBUX STARBUCKS CORP32.6K shares-1.46%2026-03-312026-04-21

TSLA TESLA INC7.3K shares17.95%2026-03-312026-04-21

ADBE ADOBE INC10.6K shares1.15%2026-03-312026-04-21

ORCL ORACLE CORP16.4K shares-3.25%2026-03-312026-04-21

DE DEERE & CO4.2K shares0.00%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC13.2K shares0.13%2026-03-312026-04-21

Sponsored

FFIV F5 INC7.1K shares0.00%2026-03-312026-04-21

HD HOME DEPOT INC5.7K shares-0.51%2026-03-312026-04-21

AMGN AMGEN INC5.3K shares-10.89%2026-03-312026-04-21

BA BOEING CO8.7K shares1.50%2026-03-312026-04-21

XOM EXXON MOBIL CORP10.2K shares15.91%2026-03-312026-04-21

GLD SPDR GOLD TR3.9K shares0.31%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.5K shares18.46%2026-03-312026-04-21

SFBC SOUND FINL BANCORP INC36.2K shares-0.00%2026-03-312026-04-21

Sponsored

CVX CHEVRON CORPORATION7.0K shares11.34%2026-03-312026-04-21

WMT WALMART INC11.6K shares-0.92%2026-03-312026-04-21

PGR PROGRESSIVE CORP7.3K shares-0.36%2026-03-312026-04-21

NFLX NETFLIX INC.14.8K shares-1.71%2026-03-312026-04-21

LLY ELI LILLY & CO1.5K shares15.81%2026-03-312026-04-21

V VISA INC4.3K shares0.02%2026-03-312026-04-21

CSCO CISCO SYS INC16.2K shares0.73%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON4.5K shares3.53%2026-03-312026-04-21

Sponsored

META META PLATFORMS INC1.8K shares-0.94%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS15.0K shares-1.35%2026-03-312026-04-21

PCAR PACCAR INC8.2K shares0.01%2026-03-312026-04-21

AVDV AMERICAN CENTY ETF TR8.4K shares0.19%2026-03-312026-04-21

THE CIGNA GROUP THE CIGNA GROUP2.7K shares0.00%2026-03-312026-04-21

INTC INTEL CORP16.5K shares0.69%2026-03-312026-04-21

VTV VANGUARD INDEX FDS3.4K shares3.45%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR1.2K shares0.00%2026-03-312026-04-21

Sponsored

EFA ISHARES TR6.8K shares0.00%2026-03-312026-04-21

BAC BANK AMERICA CORP13.0K shares13.07%2026-03-312026-04-21

AFRM AFFIRM HLDGS INC13.8K shares-1.43%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T943 shares0.86%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR20.1K shares-1.58%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO2.0K shares74.98%2026-03-312026-04-21

PG PROCTER & GAMBLE CO3.9K shares-1.27%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC1.3K shares0.00%2026-03-312026-04-21

Sponsored

T AT&T INC19.0K shares-11.21%2026-03-312026-04-21

XCEM COLUMBIA ETF TR II12.8K shares2.76%2026-03-312026-04-21

OKE ONEOK INC NEW5.7K shares99.16%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC9.8K shares2.19%2026-03-312026-04-21

VTI VANGUARD INDEX FDS1.5K shares10.33%2026-03-312026-04-21

MCD MCDONALDS CORP1.5K shares-0.58%2026-03-312026-04-21

DIS DISNEY WALT CO4.8K shares-3.01%2026-03-312026-04-21

BROADCOM INC BROADCOM INC1.4K shares-1.92%2026-03-312026-04-21

Sponsored

VO VANGUARD INDEX FDS1.4K shares-5.34%2026-03-312026-04-21

VB VANGUARD INDEX FDS1.5K shares-4.97%2026-03-312026-04-21

HON HONEYWELL INTL INC1.7K shares-1.38%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC775 shares0.00%2026-03-312026-04-21

FDX FEDEX CORP1.1K shares0.00%2026-03-312026-04-21

IJR ISHARES TR3.0K shares0.78%2026-03-312026-04-21

BARRICK MNG CORP BARRICK MNG CORP9.0K shares-10.88%2026-03-312026-04-21

SLV ISHARES SILVER TR5.3K shares0.00%2026-03-312026-04-21

Sponsored

ABT ABBOTT LABORATORIES3.5K shares-1.11%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR11.3K shares0.00%2026-03-312026-04-21

TMUS T-MOBILE US INC1.6K shares0.00%2026-03-312026-04-21

CRM SALESFORCE INC1.8K shares2.21%2026-03-312026-04-21

NEM NEWMONT CORP3.0K shares-28.33%2026-03-312026-04-21

AOR ISHARES TR4.9K shares19.03%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS1.3K shares-0.91%2026-03-312026-04-21

DHR DANAHER CORP DEL1.7K shares0.00%2026-03-312026-04-21

Sponsored

UPS UNITED PARCEL SVCS INC3.2K shares-14.31%2026-03-312026-04-21

VUG VANGUARD INDEX FDS712 shares-22.86%2026-03-312026-04-21

IVE ISHARES TR1.5K shares-16.55%2026-03-312026-04-21

UNP UNION PAC CORP1.2K shares-15.38%2026-03-312026-04-21

IVV ISHARES TR433 shares0.00%2026-03-312026-04-21

SRE SEMPRA2.9K shares1.18%2026-03-312026-04-21

UAL UNITED AIRLS HLDGS INC3.1K shares0.00%2026-03-312026-04-21

GLW CORNING INC1.9K sharesnew addition2026-03-312026-04-21

Sponsored

BMY BRISTOL-MYERS SQUIBB CO4.3K shares12.27%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE917 shares-25.45%2026-03-312026-04-21

ABBV ABBVIE INC1.2K shares-2.81%2026-03-312026-04-21

SHOP SHOPIFY INC2.1K shares0.00%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F1.8K shares0.66%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F3.3K shares0.00%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F4.6K shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC1.5K shares0.00%2026-03-312026-04-21

Sponsored

REGN REGENERON PHARMACEUTICALS308 shares0.00%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC700 sharesnew addition2026-03-312026-04-21

TRP TC ENERGY CORP3.7K shares0.00%2026-03-312026-04-21

MPC MARATHON PETE CORP953 sharesnew addition2026-03-312026-04-21

CMCSA COMCAST CORP NEW8.0K shares-2.49%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS381 shares1.33%2026-03-312026-04-21

PI IMPINJ INC2.2K shares0.00%2026-03-312026-04-21

VGT VANGUARD WORLD FD312 shares4.35%2026-03-312026-04-21

Sponsored

OEF ISHARES TR679 shares0.00%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC1.8K sharesnew addition2026-03-312026-04-21

ALL ALLSTATE CORP1.0K shares-4.77%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC1.4K shares-3.06%2026-03-312026-04-21

NKE NIKE INC3.9K shares9.36%2026-03-312026-04-21

BITF BITFARMS LTD81.4K shares0.21%2026-03-312026-04-21

LUMN LUMEN TECHNOLOGIES INC16.8K shares0.00%2026-03-312026-04-21

GGN GAMCO GLOBAL GOLD NAT RES &17.3K shares0.00%2026-03-312026-04-21

Sponsored

SCHR

SCHWAB STRATEGIC TR

9.64%

Shares3.5M

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

0.19%

Shares188.7K

Event2026-03-31

Filed2026-04-21

BINC

BLACKROCK ETF TRUST II

9.92%

Shares1.2M

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

2.13%

Shares1.7M

Event2026-03-31

Filed2026-04-21

VTIP

VANGUARD MALVERN FDS

10.29%

Shares750.5K

Event2026-03-31

Filed2026-04-21

VGSH

VANGUARD SCOTTSDALE FDS

9.42%

Shares637.2K

Event2026-03-31

Filed2026-04-21

IWD

ISHARES TR

2.00%

Shares155.0K

Event2026-03-31

Filed2026-04-21

SSUS

STRATEGY SHS

5.95%

Shares389.7K

Event2026-03-31

Filed2026-04-21

SLDR

GLOBAL X FDS

8.59%

Shares344.1K

Event2026-03-31

Filed2026-04-21

BILS

SPDR SERIES TRUST

14.61%

Shares153.8K

Event2026-03-31

Filed2026-04-21

CLIP

GLOBAL X FDS

0.49%

Shares137.3K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

0.50%

Shares64.9K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

7.79%

Shares31.4K

Event2026-03-31

Filed2026-04-21

SCHM

SCHWAB STRATEGIC TR

1.63%

Shares418.9K

Event2026-03-31

Filed2026-04-21

DFAS

DIMENSIONAL ETF TRUST

1.81%

Shares177.6K

Event2026-03-31

Filed2026-04-21

PHYS

SPROTT ASSET MANAGEMENT LP

1.80%

Shares327.8K

Event2026-03-31

Filed2026-04-21

PSLV

SPROTT ASSET MANAGEMENT LP

-1.09%

Shares456.1K

Event2026-03-31

Filed2026-04-21

AVXC

AMERICAN CENTY ETF TR

-0.96%

Shares147.4K

Event2026-03-31

Filed2026-04-21

DISV

DIMENSIONAL ETF TRUST

-0.30%

Shares251.2K

Event2026-03-31

Filed2026-04-21

CEF

SPROTT ASSET MANAGEMENT LP

-18.23%

Shares195.9K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

9.03%

Shares33.8K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

-0.51%

Shares6.8K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

18.12%

Shares29.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

2.92%

Shares12.5K

Event2026-03-31

Filed2026-04-21

AMAT

APPLIED MATLS INC

-0.80%

Shares8.8K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.68%

Shares10.4K

Event2026-03-31

Filed2026-04-21

SBUX

STARBUCKS CORP

-1.46%

Shares32.6K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

17.95%

Shares7.3K

Event2026-03-31

Filed2026-04-21

ADBE

ADOBE INC

1.15%

Shares10.6K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP

-3.25%

Shares16.4K

Event2026-03-31

Filed2026-04-21

DEERE & CO

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-21

PANW

PALO ALTO NETWORKS INC

0.13%

Shares13.2K

Event2026-03-31

Filed2026-04-21

FFIV

F5 INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

-0.51%

Shares5.7K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

-10.89%

Shares5.3K

Event2026-03-31

Filed2026-04-21

BOEING CO

1.50%

Shares8.7K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

15.91%

Shares10.2K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

0.31%

Shares3.9K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

18.46%

Shares3.5K

Event2026-03-31

Filed2026-04-21

SFBC

SOUND FINL BANCORP INC

-0.00%

Shares36.2K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

11.34%

Shares7.0K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-0.92%

Shares11.6K

Event2026-03-31

Filed2026-04-21

PGR

PROGRESSIVE CORP

-0.36%

Shares7.3K

Event2026-03-31

Filed2026-04-21

NFLX

NETFLIX INC.

-1.71%

Shares14.8K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

15.81%

Shares1.5K

Event2026-03-31

Filed2026-04-21

VISA INC

0.02%

Shares4.3K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

0.73%

Shares16.2K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

3.53%

Shares4.5K

Event2026-03-31

Filed2026-04-21

META

META PLATFORMS INC

-0.94%

Shares1.8K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

-1.35%

Shares15.0K

Event2026-03-31

Filed2026-04-21

PCAR

PACCAR INC

0.01%

Shares8.2K

Event2026-03-31

Filed2026-04-21

AVDV

AMERICAN CENTY ETF TR

0.19%

Shares8.4K

Event2026-03-31

Filed2026-04-21

THE CIGNA GROUP

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-21

INTC

INTEL CORP

0.69%

Shares16.5K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

3.45%

Shares3.4K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-21

BAC

BANK AMERICA CORP

13.07%

Shares13.0K

Event2026-03-31

Filed2026-04-21

AFRM

AFFIRM HLDGS INC

-1.43%

Shares13.8K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

0.86%

Shares943

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

-1.58%

Shares20.1K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

74.98%

Shares2.0K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

-1.27%

Shares3.9K

Event2026-03-31

Filed2026-04-21

TRANE TECHNOLOGIES PLC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

AT&T INC

-11.21%

Shares19.0K

Event2026-03-31

Filed2026-04-21

XCEM

COLUMBIA ETF TR II

2.76%

Shares12.8K

Event2026-03-31

Filed2026-04-21

OKE

ONEOK INC NEW

99.16%

Shares5.7K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

2.19%

Shares9.8K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

10.33%

Shares1.5K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

-0.58%

Shares1.5K

Event2026-03-31

Filed2026-04-21

DIS

DISNEY WALT CO

-3.01%

Shares4.8K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

-1.92%

Shares1.4K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-5.34%

Shares1.4K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-4.97%

Shares1.5K

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

-1.38%

Shares1.7K

Event2026-03-31

Filed2026-04-21

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares775

Event2026-03-31

Filed2026-04-21

FDX

FEDEX CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

0.78%

Shares3.0K

Event2026-03-31

Filed2026-04-21

BARRICK MNG CORP

-10.88%

Shares9.0K

Event2026-03-31

Filed2026-04-21

SLV

ISHARES SILVER TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABORATORIES

-1.11%

Shares3.5K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-21

TMUS

T-MOBILE US INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-21

CRM

SALESFORCE INC

2.21%

Shares1.8K

Event2026-03-31

Filed2026-04-21

NEM

NEWMONT CORP

-28.33%

Shares3.0K

Event2026-03-31

Filed2026-04-21

AOR

ISHARES TR

19.03%

Shares4.9K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

-0.91%

Shares1.3K

Event2026-03-31

Filed2026-04-21

DHR

DANAHER CORP DEL

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-21

UPS

UNITED PARCEL SVCS INC

-14.31%

Shares3.2K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

-22.86%

Shares712

Event2026-03-31

Filed2026-04-21

IVE

ISHARES TR

-16.55%

Shares1.5K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

-15.38%

Shares1.2K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

0.00%

Shares433

Event2026-03-31

Filed2026-04-21

SRE

SEMPRA

1.18%

Shares2.9K

Event2026-03-31

Filed2026-04-21

UAL

UNITED AIRLS HLDGS INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-21

GLW

CORNING INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-21

BMY

BRISTOL-MYERS SQUIBB CO

12.27%

Shares4.3K

Event2026-03-31

Filed2026-04-21

GE AEROSPACE

-25.45%

Shares917

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-2.81%

Shares1.2K

Event2026-03-31

Filed2026-04-21

SHOP

SHOPIFY INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INTL EQUITY INDEX F

0.66%

Shares1.8K

Event2026-03-31

Filed2026-04-21

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares308

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares700

Event2026-03-31

Filed2026-04-21

TRP

TC ENERGY CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-21

MPC

MARATHON PETE CORP

New

Shares953

Event2026-03-31

Filed2026-04-21

CMCSA

COMCAST CORP NEW

-2.49%

Shares8.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

1.33%

Shares381

Event2026-03-31

Filed2026-04-21

IMPINJ INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

4.35%

Shares312

Event2026-03-31

Filed2026-04-21

OEF

ISHARES TR

0.00%

Shares679

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-21

ALL

ALLSTATE CORP

-4.77%

Shares1.0K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

-3.06%

Shares1.4K

Event2026-03-31

Filed2026-04-21

NKE

NIKE INC

9.36%

Shares3.9K

Event2026-03-31

Filed2026-04-21

BITF

BITFARMS LTD

0.21%

Shares81.4K

Event2026-03-31

Filed2026-04-21

LUMN

LUMEN TECHNOLOGIES INC

0.00%

Shares16.8K

Event2026-03-31

Filed2026-04-21

GGN

GAMCO GLOBAL GOLD NAT RES &

0.00%

Shares17.3K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

MICROSOFT CORP Put PutMICROSOFT CORP165 shares-44.07%2026-03-312026-04-21

MICROSOFT CORP Put

MICROSOFT CORP

-44.07%

Shares165

Event2026-03-31

Filed2026-04-21