Sponsored

The Analysis of Palisade Asset Management, LLC's Holdings & P&L

Currently, Palisade Asset Management, LLC holds 195 types of securities in its portfolio with a total value $995.9M. In the most recent quarter, they have increased their positions in WAT (+5.3K shares, valued at $1.6M), N/A (+1.9K shares, valued at $550.7K), N/A (+11.6K shares, valued at $460.4K); decreased their positions in AAPL (-3.1K shares, valued at $790.3K), MMM (-4.9K shares, valued at $706.4K), USB (-13.0K shares, valued at $678.4K); initiated new positions in WAT (+5.3K shares, valued at $1.6M), N/A (+11.6K shares, valued at $460.4K), IBKR (+4.8K shares, valued at $320.5K).

1M P&L

+24.4M+2.35%

3M P&L

+14.4M+1.37%

HY P&L

+73.6M+7.43%

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/A87.6M

9.4%

2Drug Manufacturers - General82.8M

8.9%

3Software - Infrastructure73.5M

7.9%

Top Industries by Stock Count

1N/A47 stocks

26.1%

2Drug Manufacturers - General7 stocks

3.9%

3Specialty Industrial Machinery7 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC197.1K shares-1.56%2026-03-312026-04-14

MSFT MICROSOFT CORP129.2K shares0.77%2026-03-312026-04-14

CSCO CISCO SYS INC355.4K shares-0.44%2026-03-312026-04-14

AMGN AMGEN INC73.6K shares-0.44%2026-03-312026-04-14

ORCL ORACLE CORP174.6K shares-0.13%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T38.8K shares-0.14%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON102.9K shares-0.25%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS99.7K shares-0.38%2026-03-312026-04-14

Sponsored

HD HOME DEPOT INC68.2K shares0.03%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO75.5K shares0.08%2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC79.6K shares-0.51%2026-03-312026-04-14

ABT ABBOTT LABORATORIES205.9K shares0.93%2026-03-312026-04-14

DE DEERE & CO36.8K shares-0.65%2026-03-312026-04-14

ECL ECOLAB INC76.6K shares-0.32%2026-03-312026-04-14

CVX CHEVRON CORPORATION94.4K shares-0.36%2026-03-312026-04-14

TGT TARGET CORP151.0K shares-0.55%2026-03-312026-04-14

Sponsored

PEP PEPSICO INC113.8K shares-0.62%2026-03-312026-04-14

LHX L3HARRIS TECHNOLOGIES INC49.5K shares-0.78%2026-03-312026-04-14

TJX TJX COS INC NEW102.6K shares0.08%2026-03-312026-04-14

MCD MCDONALDS CORP51.4K shares-0.09%2026-03-312026-04-14

PG PROCTER & GAMBLE CO110.2K shares0.34%2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP43.2K shares-0.47%2026-03-312026-04-14

ABBV ABBVIE INC63.6K shares-0.05%2026-03-312026-04-14

RY ROYAL BK CDA84.2K shares-0.68%2026-03-312026-04-14

Sponsored

LLY ELI LILLY & CO14.4K shares-2.10%2026-03-312026-04-14

V VISA INC43.5K shares-0.21%2026-03-312026-04-14

RTX RTX CORPORATION67.4K shares-0.15%2026-03-312026-04-14

USB US BANCORP249.5K shares-4.97%2026-03-312026-04-14

TXN TEXAS INSTRS INC66.4K shares-3.51%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN63.2K shares1.98%2026-03-312026-04-14

MMM 3M CO87.7K shares-5.26%2026-03-312026-04-14

SYK STRYKER CORPORATION37.5K shares-0.08%2026-03-312026-04-14

Sponsored

BLACKROCK INC BLACKROCK INC12.3K shares-1.32%2026-03-312026-04-14

HSY HERSHEY CO47.7K shares-0.07%2026-03-312026-04-14

XOM EXXON MOBIL CORP58.2K shares-0.45%2026-03-312026-04-14

CL COLGATE PALMOLIVE CO110.7K shares-6.20%2026-03-312026-04-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND46.0K shares0.43%2026-03-312026-04-14

TSCO TRACTOR SUPPLY CO190.1K shares0.22%2026-03-312026-04-14

BALL BALL CORP145.5K shares-0.85%2026-03-312026-04-14

TRV TRAVELERS COMPANIES INC29.2K shares-0.19%2026-03-312026-04-14

Sponsored

IWM ISHARES TR33.0K shares-0.12%2026-03-312026-04-14

AFL AFLAC INC69.0K shares-0.98%2026-03-312026-04-14

DCI DONALDSON INC85.1K shares-0.28%2026-03-312026-04-14

WMT WALMART INC57.3K shares-1.02%2026-03-312026-04-14

XEL XCEL ENERGY INC82.4K shares-0.26%2026-03-312026-04-14

BDX BECTON DICKINSON & CO41.4K shares0.33%2026-03-312026-04-14

AMT AMERICAN TOWER CORP37.6K shares1.55%2026-03-312026-04-14

MDY STATE STR SPDR S&P MIDCAP 4010.5K shares0.00%2026-03-312026-04-14

Sponsored

CAT CATERPILLAR INC8.6K shares-0.29%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS9.9K shares3.13%2026-03-312026-04-14

IJH ISHARES TR80.2K shares2.37%2026-03-312026-04-14

KLAC KLA CORP3.5K shares-0.26%2026-03-312026-04-14

FAST FASTENAL CO108.8K shares-0.06%2026-03-312026-04-14

IJR ISHARES TR40.5K shares1.56%2026-03-312026-04-14

APH AMPHENOL CORP38.5K shares0.01%2026-03-312026-04-14

IEFA ISHARES TR52.0K shares1.70%2026-03-312026-04-14

Sponsored

GGG GRACO INC54.4K shares-0.02%2026-03-312026-04-14

INTC INTEL CORP100.2K shares-0.91%2026-03-312026-04-14

MEDTRONIC PLC MEDTRONIC PLC50.6K shares-10.92%2026-03-312026-04-14

ALPHABET INC ALPHABET INC15.1K shares14.49%2026-03-312026-04-14

MS MORGAN STANLEY26.1K shares0.96%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC35.2K shares-0.24%2026-03-312026-04-14

EMR EMERSON ELEC CO32.2K shares-0.15%2026-03-312026-04-14

ROST ROSS STORES INC19.4K shares-0.18%2026-03-312026-04-14

Sponsored

SO SOUTHERN CO41.9K shares0.00%2026-03-312026-04-14

FDX FEDEX CORP11.0K shares-0.09%2026-03-312026-04-14

DHR DANAHER CORP DEL20.5K shares0.10%2026-03-312026-04-14

NEE NEXTERA ENERGY INC41.7K shares0.45%2026-03-312026-04-14

HON HONEYWELL INTL INC16.2K shares0.04%2026-03-312026-04-14

EFA ISHARES TR36.9K shares0.00%2026-03-312026-04-14

VTI VANGUARD INDEX FDS11.1K shares0.03%2026-03-312026-04-14

KO COCA COLA CO40.9K shares0.00%2026-03-312026-04-14

Sponsored

ALPHABET INC ALPHABET INC10.4K shares0.00%2026-03-312026-04-14

TECH BIO-TECHNE CORP55.5K shares0.00%2026-03-312026-04-14

NVDA NVIDIA CORPORATION15.1K shares0.49%2026-03-312026-04-14

NVS NOVARTIS AG16.4K shares0.00%2026-03-312026-04-14

GIS GENERAL MILLS INC62.0K shares-5.10%2026-03-312026-04-14

IWF ISHARES TR5.3K shares-2.23%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC43.8K shares-0.05%2026-03-312026-04-14

CNP CENTERPOINT ENERGY INC50.3K shares0.00%2026-03-312026-04-14

Sponsored

KMB KIMBERLY-CLARK CORP22.3K shares-6.37%2026-03-312026-04-14

T AT&T INC68.2K shares-2.35%2026-03-312026-04-14

GPC GENUINE PARTS CO18.6K shares0.08%2026-03-312026-04-14

JCI JOHNSON CONTROLS INTERNATION15.0K shares0.00%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO6.4K shares-0.69%2026-03-312026-04-14

MKC MCCORMICK & CO INC37.9K shares-0.06%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.9K shares15.02%2026-03-312026-04-14

NKE NIKE INC33.2K shares0.77%2026-03-312026-04-14

Sponsored

ADM ARCHER DANIELS MIDLAND CO22.9K shares0.19%2026-03-312026-04-14

COP CONOCOPHILLIPS12.6K shares-0.62%2026-03-312026-04-14

MTD METTLER TOLEDO INTERNATIONAL1.3K shares0.00%2026-03-312026-04-14

UNP UNION PAC CORP6.7K shares0.55%2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR26.4K shares0.27%2026-03-312026-04-14

WAT WATERS CORP5.3K sharesnew addition2026-03-312026-04-14

LOW LOWES COS INC6.6K shares0.00%2026-03-312026-04-14

GL GLOBE LIFE INC11.2K shares0.00%2026-03-312026-04-14

Sponsored

LINDE PLC LINDE PLC3.1K shares-4.42%2026-03-312026-04-14

AMZN AMAZON COM INC6.9K shares37.90%2026-03-312026-04-14

APA CORPORATION APA CORPORATION33.1K shares0.00%2026-03-312026-04-14

SDY SPDR SERIES TRUST9.4K shares-0.72%2026-03-312026-04-14

WFC WELLS FARGO & CO17.0K shares-0.50%2026-03-312026-04-14

PH PARKER-HANNIFIN CORP1.5K shares-0.33%2026-03-312026-04-14

SYY SYSCO CORP18.4K shares-3.03%2026-03-312026-04-14

PAYX PAYCHEX INC13.6K shares0.01%2026-03-312026-04-14

Sponsored

VEA VANGUARD TAX-MANAGED FDS19.1K shares4.68%2026-03-312026-04-14

AMP AMERIPRISE FINL INC2.7K shares0.00%2026-03-312026-04-14

FHI FEDERATED HERMES INC21.2K shares0.00%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS5.5K shares0.00%2026-03-312026-04-14

PNR PENTAIR PLC13.2K shares0.00%2026-03-312026-04-14

PFE PFIZER INC40.8K shares-2.68%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F20.7K shares0.75%2026-03-312026-04-14

FDS FACTSET RESH SYS INC5.0K shares-13.97%2026-03-312026-04-14

Sponsored

IEMG ISHARES INC15.7K shares5.32%2026-03-312026-04-14

UPS UNITED PARCEL SVCS INC10.8K shares-0.42%2026-03-312026-04-14

SCHW SCHWAB CHARLES CORP11.3K shares0.25%2026-03-312026-04-14

ZBRA ZEBRA TECHNOLOGIES CORPORATI5.1K shares0.00%2026-03-312026-04-14

ITW ILLINOIS TOOL WKS INC3.9K shares0.00%2026-03-312026-04-14

BROADCOM INC BROADCOM INC3.3K shares1.49%2026-03-312026-04-14

WMB WILLIAMS COS INC13.8K shares-9.65%2026-03-312026-04-14

DIS DISNEY WALT CO9.9K shares4.13%2026-03-312026-04-14

Sponsored

BMY BRISTOL-MYERS SQUIBB CO15.7K shares-0.86%2026-03-312026-04-14

TIP ISHARES TR8.1K shares0.00%2026-03-312026-04-14

VXUS VANGUARD STAR FDS11.3K shares0.01%2026-03-312026-04-14

EFG ISHARES TR7.7K shares0.00%2026-03-312026-04-14

OEF ISHARES TR2.6K shares-3.59%2026-03-312026-04-14

PSX PHILLIPS 664.1K shares-3.56%2026-03-312026-04-14

NVT NVENT ELEC PLC6.2K shares0.00%2026-03-312026-04-14

MPC MARATHON PETE CORP3.0K shares0.00%2026-03-312026-04-14

Sponsored

COST COSTCO WHOLESALE CORPORATION709 shares1.00%2026-03-312026-04-14

SHW SHERWIN WILLIAMS CO2.1K shares9.68%2026-03-312026-04-14

FI FISERV INC12.3K shares-0.70%2026-03-312026-04-14

NTRS NORTHERN TR CORP4.8K shares0.00%2026-03-312026-04-14

VO VANGUARD INDEX FDS2.3K shares0.00%2026-03-312026-04-14

CHD CHURCH & DWIGHT CO INC7.0K shares0.14%2026-03-312026-04-14

QUAL ISHARES TR3.4K shares0.00%2026-03-312026-04-14

IJK ISHARES TR6.3K shares0.00%2026-03-312026-04-14

Sponsored

SCHF SCHWAB STRATEGIC TR25.2K shares0.00%2026-03-312026-04-14

IWB ISHARES TR1.7K shares0.00%2026-03-312026-04-14

IWO ISHARES TR1.9K shares0.31%2026-03-312026-04-14

IVW ISHARES TR5.2K shares2.51%2026-03-312026-04-14

EFV ISHARES TR7.5K shares0.00%2026-03-312026-04-14

IWR ISHARES TR5.7K shares0.02%2026-03-312026-04-14

AGG ISHARES TR5.2K shares0.11%2026-03-312026-04-14

TSN TYSON FOODS INC8.0K shares0.00%2026-03-312026-04-14

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN5.6K shares0.37%2026-03-312026-04-14

GHC GRAHAM HLDGS CO478 shares0.00%2026-03-312026-04-14

CB CHUBB LTD SWITZ1.5K shares0.00%2026-03-312026-04-14

IVV ISHARES TR765 shares11.03%2026-03-312026-04-14

IWD ISHARES TR2.3K shares0.04%2026-03-312026-04-14

ECG EVERUS CONSTR GROUP4.1K shares1.21%2026-03-312026-04-14

AVDV AMERICAN CENTY ETF TR4.8K shares0.00%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC1.0K shares0.19%2026-03-312026-04-14

Sponsored

SBUX STARBUCKS CORP5.3K shares-6.97%2026-03-312026-04-14

DIA STATE STR SPDR DOW JONES IND1.0K shares0.00%2026-03-312026-04-14

AMCOR PLC AMCOR PLC11.6K sharesnew addition2026-03-312026-04-14

META META PLATFORMS INC795 shares88.84%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE1.6K shares0.13%2026-03-312026-04-14

CLX CLOROX CO DEL4.3K shares-0.12%2026-03-312026-04-14

EATON CORP PLC EATON CORP PLC1.3K shares-0.56%2026-03-312026-04-14

DTE DTE ENERGY CO3.0K shares0.43%2026-03-312026-04-14

Sponsored

CHRW C H ROBINSON WORLDWIDE IN2.4K shares0.38%2026-03-312026-04-14

DVY ISHARES TR2.6K shares0.00%2026-03-312026-04-14

IOO ISHARES TR3.2K shares0.00%2026-03-312026-04-14

GEV GE VERNOVA INC444 shares0.00%2026-03-312026-04-14

MDU MDU RES GROUP INC17.7K shares1.17%2026-03-312026-04-14

MU MICRON TECHNOLOGY INC1.0K shares0.98%2026-03-312026-04-14

EW EDWARDS LIFESCIENCES CORP4.3K shares0.00%2026-03-312026-04-14

IBKR INTERACTIVE BROKERS GROUP IN4.8K sharesnew addition2026-03-312026-04-14

Sponsored

MGK VANGUARD WORLD FD860 shares0.00%2026-03-312026-04-14

SHEL SHELL PLC3.4K shares0.00%2026-03-312026-04-14

DAL DELTA AIR LINES INC4.5K shares0.00%2026-03-312026-04-14

BA BOEING CO1.5K shares0.00%2026-03-312026-04-14

ASML ASML HLDG NV219 shares0.00%2026-03-312026-04-14

CSX CSX CORP6.9K shares11.76%2026-03-312026-04-14

MCK MCKESSON CORP326 shares0.00%2026-03-312026-04-14

MA MASTERCARD INCORPORATED553 sharesnew addition2026-03-312026-04-14

Sponsored

SCHG SCHWAB STRATEGIC TR9.5K shares0.00%2026-03-312026-04-14

TSLA TESLA INC729 shares-9.22%2026-03-312026-04-14

SJM SMUCKER J M CO2.8K shares0.25%2026-03-312026-04-14

BND VANGUARD BD INDEX FDS3.6K shares-1.77%2026-03-312026-04-14

SCHA SCHWAB STRATEGIC TR9.1K shares0.00%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC1.5K shares1.24%2026-03-312026-04-14

ACWI ISHARES TR1.7K shares-0.40%2026-03-312026-04-14

D DOMINION ENERGY INC3.8K shares-0.34%2026-03-312026-04-14

Sponsored

BSX BOSTON SCIENTIFIC CORP3.6K shares0.17%2026-03-312026-04-14

VTIP VANGUARD MALVERN FDS4.5K shares0.00%2026-03-312026-04-14

IWN ISHARES TR1.1K shares-3.04%2026-03-312026-04-14

HDV ISHARES TR1.6K sharesnew addition2026-03-312026-04-14

VT VANGUARD INTL EQUITY INDEX F1.6K shares0.00%2026-03-312026-04-14

IEF ISHARES TR2.3K shares0.00%2026-03-312026-04-14

KNF KNIFE RIVER CORP2.6K sharesnew addition2026-03-312026-04-14

FNDX SCHWAB STRATEGIC TR7.6K shares0.00%2026-03-312026-04-14

Sponsored

AMAT APPLIED MATLS INC602 sharesnew addition2026-03-312026-04-14

IR INGERSOLL RAND INC2.5K shares0.00%2026-03-312026-04-14

DTM DT MIDSTREAM INC1.5K sharesnew addition2026-03-312026-04-14

AAPL

APPLE INC

-1.56%

Shares197.1K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

0.77%

Shares129.2K

Event2026-03-31

Filed2026-04-14

CSCO

CISCO SYS INC

-0.44%

Shares355.4K

Event2026-03-31

Filed2026-04-14

AMGN

AMGEN INC

-0.44%

Shares73.6K

Event2026-03-31

Filed2026-04-14

ORCL

ORACLE CORP

-0.13%

Shares174.6K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

-0.14%

Shares38.8K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-0.25%

Shares102.9K

Event2026-03-31

Filed2026-04-14

IBM

INTERNATIONAL BUSINESS MACHS

-0.38%

Shares99.7K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

0.03%

Shares68.2K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

0.08%

Shares75.5K

Event2026-03-31

Filed2026-04-14

UNH

UNITEDHEALTH GROUP INC

-0.51%

Shares79.6K

Event2026-03-31

Filed2026-04-14

ABT

ABBOTT LABORATORIES

0.93%

Shares205.9K

Event2026-03-31

Filed2026-04-14

DEERE & CO

-0.65%

Shares36.8K

Event2026-03-31

Filed2026-04-14

ECL

ECOLAB INC

-0.32%

Shares76.6K

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORPORATION

-0.36%

Shares94.4K

Event2026-03-31

Filed2026-04-14

TGT

TARGET CORP

-0.55%

Shares151.0K

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC

-0.62%

Shares113.8K

Event2026-03-31

Filed2026-04-14

LHX

L3HARRIS TECHNOLOGIES INC

-0.78%

Shares49.5K

Event2026-03-31

Filed2026-04-14

TJX

TJX COS INC NEW

0.08%

Shares102.6K

Event2026-03-31

Filed2026-04-14

MCD

MCDONALDS CORP

-0.09%

Shares51.4K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

0.34%

Shares110.2K

Event2026-03-31

Filed2026-04-14

GENERAL DYNAMICS CORP

-0.47%

Shares43.2K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

-0.05%

Shares63.6K

Event2026-03-31

Filed2026-04-14

ROYAL BK CDA

-0.68%

Shares84.2K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

-2.10%

Shares14.4K

Event2026-03-31

Filed2026-04-14

VISA INC

-0.21%

Shares43.5K

Event2026-03-31

Filed2026-04-14

RTX

RTX CORPORATION

-0.15%

Shares67.4K

Event2026-03-31

Filed2026-04-14

USB

US BANCORP

-4.97%

Shares249.5K

Event2026-03-31

Filed2026-04-14

TXN

TEXAS INSTRS INC

-3.51%

Shares66.4K

Event2026-03-31

Filed2026-04-14

ADP

AUTOMATIC DATA PROCESSING IN

1.98%

Shares63.2K

Event2026-03-31

Filed2026-04-14

MMM

3M CO

-5.26%

Shares87.7K

Event2026-03-31

Filed2026-04-14

SYK

STRYKER CORPORATION

-0.08%

Shares37.5K

Event2026-03-31

Filed2026-04-14

BLACKROCK INC

-1.32%

Shares12.3K

Event2026-03-31

Filed2026-04-14

HSY

HERSHEY CO

-0.07%

Shares47.7K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-0.45%

Shares58.2K

Event2026-03-31

Filed2026-04-14

COLGATE PALMOLIVE CO

-6.20%

Shares110.7K

Event2026-03-31

Filed2026-04-14

ACCENTURE PLC IRELAND

0.43%

Shares46.0K

Event2026-03-31

Filed2026-04-14

TSCO

TRACTOR SUPPLY CO

0.22%

Shares190.1K

Event2026-03-31

Filed2026-04-14

BALL

BALL CORP

-0.85%

Shares145.5K

Event2026-03-31

Filed2026-04-14

TRV

TRAVELERS COMPANIES INC

-0.19%

Shares29.2K

Event2026-03-31

Filed2026-04-14

IWM

ISHARES TR

-0.12%

Shares33.0K

Event2026-03-31

Filed2026-04-14

AFL

AFLAC INC

-0.98%

Shares69.0K

Event2026-03-31

Filed2026-04-14

DCI

DONALDSON INC

-0.28%

Shares85.1K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

-1.02%

Shares57.3K

Event2026-03-31

Filed2026-04-14

XEL

XCEL ENERGY INC

-0.26%

Shares82.4K

Event2026-03-31

Filed2026-04-14

BDX

BECTON DICKINSON & CO

0.33%

Shares41.4K

Event2026-03-31

Filed2026-04-14

AMT

AMERICAN TOWER CORP

1.55%

Shares37.6K

Event2026-03-31

Filed2026-04-14

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

-0.29%

Shares8.6K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

3.13%

Shares9.9K

Event2026-03-31

Filed2026-04-14

IJH

ISHARES TR

2.37%

Shares80.2K

Event2026-03-31

Filed2026-04-14

KLAC

KLA CORP

-0.26%

Shares3.5K

Event2026-03-31

Filed2026-04-14

FAST

FASTENAL CO

-0.06%

Shares108.8K

Event2026-03-31

Filed2026-04-14

IJR

ISHARES TR

1.56%

Shares40.5K

Event2026-03-31

Filed2026-04-14

APH

AMPHENOL CORP

0.01%

Shares38.5K

Event2026-03-31

Filed2026-04-14

IEFA

ISHARES TR

1.70%

Shares52.0K

Event2026-03-31

Filed2026-04-14

GGG

GRACO INC

-0.02%

Shares54.4K

Event2026-03-31

Filed2026-04-14

INTC

INTEL CORP

-0.91%

Shares100.2K

Event2026-03-31

Filed2026-04-14

MEDTRONIC PLC

-10.92%

Shares50.6K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

14.49%

Shares15.1K

Event2026-03-31

Filed2026-04-14

MORGAN STANLEY

0.96%

Shares26.1K

Event2026-03-31

Filed2026-04-14

MERCK & CO INC

-0.24%

Shares35.2K

Event2026-03-31

Filed2026-04-14

EMR

EMERSON ELEC CO

-0.15%

Shares32.2K

Event2026-03-31

Filed2026-04-14

ROST

ROSS STORES INC

-0.18%

Shares19.4K

Event2026-03-31

Filed2026-04-14

SOUTHERN CO

0.00%

Shares41.9K

Event2026-03-31

Filed2026-04-14

FDX

FEDEX CORP

-0.09%

Shares11.0K

Event2026-03-31

Filed2026-04-14

DHR

DANAHER CORP DEL

0.10%

Shares20.5K

Event2026-03-31

Filed2026-04-14

NEE

NEXTERA ENERGY INC

0.45%

Shares41.7K

Event2026-03-31

Filed2026-04-14

HON

HONEYWELL INTL INC

0.04%

Shares16.2K

Event2026-03-31

Filed2026-04-14

EFA

ISHARES TR

0.00%

Shares36.9K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

0.03%

Shares11.1K

Event2026-03-31

Filed2026-04-14

COCA COLA CO

0.00%

Shares40.9K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-14

TECH

BIO-TECHNE CORP

0.00%

Shares55.5K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

0.49%

Shares15.1K

Event2026-03-31

Filed2026-04-14

NVS

NOVARTIS AG

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-14

GIS

GENERAL MILLS INC

-5.10%

Shares62.0K

Event2026-03-31

Filed2026-04-14

IWF

ISHARES TR

-2.23%

Shares5.3K

Event2026-03-31

Filed2026-04-14

VERIZON COMMUNICATIONS INC

-0.05%

Shares43.8K

Event2026-03-31

Filed2026-04-14

CNP

CENTERPOINT ENERGY INC

0.00%

Shares50.3K

Event2026-03-31

Filed2026-04-14

KMB

KIMBERLY-CLARK CORP

-6.37%

Shares22.3K

Event2026-03-31

Filed2026-04-14

AT&T INC

-2.35%

Shares68.2K

Event2026-03-31

Filed2026-04-14

GPC

GENUINE PARTS CO

0.08%

Shares18.6K

Event2026-03-31

Filed2026-04-14

JCI

JOHNSON CONTROLS INTERNATION

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-14

AXP

AMERICAN EXPRESS CO

-0.69%

Shares6.4K

Event2026-03-31

Filed2026-04-14

MKC

MCCORMICK & CO INC

-0.06%

Shares37.9K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

15.02%

Shares3.9K

Event2026-03-31

Filed2026-04-14

NKE

NIKE INC

0.77%

Shares33.2K

Event2026-03-31

Filed2026-04-14

ADM

ARCHER DANIELS MIDLAND CO

0.19%

Shares22.9K

Event2026-03-31

Filed2026-04-14

COP

CONOCOPHILLIPS

-0.62%

Shares12.6K

Event2026-03-31

Filed2026-04-14

MTD

METTLER TOLEDO INTERNATIONAL

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-14

UNP

UNION PAC CORP

0.55%

Shares6.7K

Event2026-03-31

Filed2026-04-14

XLE

SELECT SECTOR SPDR TR

0.27%

Shares26.4K

Event2026-03-31

Filed2026-04-14

WAT

WATERS CORP

New

Shares5.3K

Event2026-03-31

Filed2026-04-14

LOW

LOWES COS INC

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-14

GLOBE LIFE INC

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-14

LINDE PLC

-4.42%

Shares3.1K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

37.90%

Shares6.9K

Event2026-03-31

Filed2026-04-14

APA CORPORATION

0.00%

Shares33.1K

Event2026-03-31

Filed2026-04-14

SDY

SPDR SERIES TRUST

-0.72%

Shares9.4K

Event2026-03-31

Filed2026-04-14

WFC

WELLS FARGO & CO

-0.50%

Shares17.0K

Event2026-03-31

Filed2026-04-14

PARKER-HANNIFIN CORP

-0.33%

Shares1.5K

Event2026-03-31

Filed2026-04-14

SYY

SYSCO CORP

-3.03%

Shares18.4K

Event2026-03-31

Filed2026-04-14

PAYX

PAYCHEX INC

0.01%

Shares13.6K

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

4.68%

Shares19.1K

Event2026-03-31

Filed2026-04-14

AMP

AMERIPRISE FINL INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-14

FHI

FEDERATED HERMES INC

0.00%

Shares21.2K

Event2026-03-31

Filed2026-04-14

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-14

PNR

PENTAIR PLC

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-14

PFE

PFIZER INC

-2.68%

Shares40.8K

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

0.75%

Shares20.7K

Event2026-03-31

Filed2026-04-14

FDS

FACTSET RESH SYS INC

-13.97%

Shares5.0K

Event2026-03-31

Filed2026-04-14

IEMG

ISHARES INC

5.32%

Shares15.7K

Event2026-03-31

Filed2026-04-14

UPS

UNITED PARCEL SVCS INC

-0.42%

Shares10.8K

Event2026-03-31

Filed2026-04-14

SCHW

SCHWAB CHARLES CORP

0.25%

Shares11.3K

Event2026-03-31

Filed2026-04-14

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-14

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

1.49%

Shares3.3K

Event2026-03-31

Filed2026-04-14

WMB

WILLIAMS COS INC

-9.65%

Shares13.8K

Event2026-03-31

Filed2026-04-14

DIS

DISNEY WALT CO

4.13%

Shares9.9K

Event2026-03-31

Filed2026-04-14

BMY

BRISTOL-MYERS SQUIBB CO

-0.86%

Shares15.7K

Event2026-03-31

Filed2026-04-14

TIP

ISHARES TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-14

VXUS

VANGUARD STAR FDS

0.01%

Shares11.3K

Event2026-03-31

Filed2026-04-14

EFG

ISHARES TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-14

OEF

ISHARES TR

-3.59%

Shares2.6K

Event2026-03-31

Filed2026-04-14

PSX

PHILLIPS 66

-3.56%

Shares4.1K

Event2026-03-31

Filed2026-04-14

NVT

NVENT ELEC PLC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-14

MPC

MARATHON PETE CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION

1.00%

Shares709

Event2026-03-31

Filed2026-04-14

SHW

SHERWIN WILLIAMS CO

9.68%

Shares2.1K

Event2026-03-31

Filed2026-04-14

FISERV INC

-0.70%

Shares12.3K

Event2026-03-31

Filed2026-04-14

NTRS

NORTHERN TR CORP

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-14

CHD

CHURCH & DWIGHT CO INC

0.14%

Shares7.0K

Event2026-03-31

Filed2026-04-14

QUAL

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-14

IJK

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-14

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares25.2K

Event2026-03-31

Filed2026-04-14

IWB

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-14

IWO

ISHARES TR

0.31%

Shares1.9K

Event2026-03-31

Filed2026-04-14

IVW

ISHARES TR

2.51%

Shares5.2K

Event2026-03-31

Filed2026-04-14

EFV

ISHARES TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-14

IWR

ISHARES TR

0.02%

Shares5.7K

Event2026-03-31

Filed2026-04-14

AGG

ISHARES TR

0.11%

Shares5.2K

Event2026-03-31

Filed2026-04-14

TSN

TYSON FOODS INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-14

PFG

PRINCIPAL FINANCIAL GROUP IN

0.37%

Shares5.6K

Event2026-03-31

Filed2026-04-14

GHC

GRAHAM HLDGS CO

0.00%

Shares478

Event2026-03-31

Filed2026-04-14

CHUBB LTD SWITZ

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

11.03%

Shares765

Event2026-03-31

Filed2026-04-14

IWD

ISHARES TR

0.04%

Shares2.3K

Event2026-03-31

Filed2026-04-14

ECG

EVERUS CONSTR GROUP

1.21%

Shares4.1K

Event2026-03-31

Filed2026-04-14

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-14

ISRG

INTUITIVE SURGICAL INC

0.19%

Shares1.0K

Event2026-03-31

Filed2026-04-14

SBUX

STARBUCKS CORP

-6.97%

Shares5.3K

Event2026-03-31

Filed2026-04-14

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

AMCOR PLC

New

Shares11.6K

Event2026-03-31

Filed2026-04-14