Sponsored

The Analysis of Pallas Capital Advisors LLC's Holdings & P&L

Currently, Pallas Capital Advisors LLC holds 862 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in JAAA (+412.9K shares, valued at $20.8M), SHY (+171.4K shares, valued at $14.2M), VCIT (+143.1K shares, valued at $11.8M); decreased their positions in BBIN (-229.2K shares, valued at $16.8M), XOM (-95.4K shares, valued at $16.2M), AAPL (-37.9K shares, valued at $9.6M); initiated new positions in SHY (+171.4K shares, valued at $14.2M), VCIT (+143.1K shares, valued at $11.8M), VXUS (+27.9K shares, valued at $2.2M).

1M P&L

+163.5M+6.37%

3M P&L

+62.9M+2.36%

HY P&L

+79.7M+3.01%

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/A912.8M

37.4%

2Medical Devices360.1M

14.7%

3Oil & Gas Midstream93.1M

3.8%

Top Industries by Stock Count

1N/A146 stocks

18.2%

2Software - Application39 stocks

4.9%

3Biotechnology31 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRKR BRUKER CORP9.5M shares0.01%2026-03-312026-04-21

GLP GLOBAL PARTNERS LP1.7M shares6.14%2026-03-312026-04-21

JMBS JANUS DETROIT STR TR1.5M shares-6.89%2026-03-312026-04-21

MSFT MICROSOFT CORP157.8K shares2.00%2026-03-312026-04-21

AAPL APPLE INC198.7K shares-16.00%2026-03-312026-04-21

NVDA NVIDIA CORPORATION277.3K shares-5.53%2026-03-312026-04-21

AMZN AMAZON COM INC225.5K shares-5.33%2026-03-312026-04-21

ALPHABET INC ALPHABET INC139.8K shares-8.12%2026-03-312026-04-21

Sponsored

FNDF SCHWAB STRATEGIC TR769.6K shares-9.89%2026-03-312026-04-21

FBND FIDELITY MERRIMACK STR TR804.6K shares-8.11%2026-03-312026-04-21

DFIV DIMENSIONAL ETF TRUST689.9K shares-9.60%2026-03-312026-04-21

FENI FIDELITY COVINGTON TRUST913.1K shares-8.83%2026-03-312026-04-21

JBND J P MORGAN EXCHANGE TRADED F626.2K shares-8.37%2026-03-312026-04-21

DFAI DIMENSIONAL ETF TRUST860.2K shares-8.72%2026-03-312026-04-21

BROADCOM INC BROADCOM INC99.1K shares-6.61%2026-03-312026-04-21

JIRE J P MORGAN EXCHANGE TRADED F393.3K shares-7.17%2026-03-312026-04-21

Sponsored

JPM JPMORGAN CHASE & CO90.6K shares-5.19%2026-03-312026-04-21

CLOA BLACKROCK ETF TRUST II513.0K shares-8.37%2026-03-312026-04-21

BINC BLACKROCK ETF TRUST II465.8K shares-8.14%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T36.0K shares-8.55%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL46.8K shares-5.93%2026-03-312026-04-21

SCMB SCHWAB STRATEGIC TR845.2K shares-5.47%2026-03-312026-04-21

JAAA JANUS DETROIT STR TR422.5K shares4284.94%2026-03-312026-04-21

JEMA J P MORGAN EXCHANGE TRADED F392.9K shares-8.67%2026-03-312026-04-21

Sponsored

JHEM JOHN HANCOCK EXCHANGE TRADED578.4K shares-8.51%2026-03-312026-04-21

DFAE DIMENSIONAL ETF TRUST584.9K shares-8.75%2026-03-312026-04-21

XSOE WISDOMTREE TR492.7K shares-8.57%2026-03-312026-04-21

ALPHABET INC ALPHABET INC68.6K shares-3.85%2026-03-312026-04-21

FIX COMFORT SYS USA INC13.9K shares-27.86%2026-03-312026-04-21

BBIN J P MORGAN EXCHANGE TRADED F260.2K shares-46.84%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON75.8K shares-8.00%2026-03-312026-04-21

IVV ISHARES TR27.0K shares-23.27%2026-03-312026-04-21

Sponsored

LINDE PLC LINDE PLC34.0K shares-3.47%2026-03-312026-04-21

USIG ISHARES TR324.8K shares-11.24%2026-03-312026-04-21

TJX TJX COS INC NEW103.5K shares-7.26%2026-03-312026-04-21

PG PROCTER & GAMBLE CO99.2K shares-0.69%2026-03-312026-04-21

SHY ISHARES TR171.4K sharesnew addition2026-03-312026-04-21

MMIT NEW YORK LIFE INVTS ACTIVE E582.7K shares-7.03%2026-03-312026-04-21

USFR WISDOMTREE TR277.2K shares-12.69%2026-03-312026-04-21

META META PLATFORMS INC23.5K shares-9.53%2026-03-312026-04-21

Sponsored

XOM EXXON MOBIL CORP77.3K shares-55.26%2026-03-312026-04-21

V VISA INC41.8K shares-6.20%2026-03-312026-04-21

BUFR FIRST TR EXCHNG TRADED FD VI370.7K shares-6.11%2026-03-312026-04-21

JIVE J P MORGAN EXCHANGE TRADED F144.5K shares-6.16%2026-03-312026-04-21

VCIT VANGUARD SCOTTSDALE FDS143.1K sharesnew addition2026-03-312026-04-21

LNG CHENIERE ENERGY INC40.7K shares-9.02%2026-03-312026-04-21

FNDX SCHWAB STRATEGIC TR409.1K shares0.00%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR85.1K shares-3.62%2026-03-312026-04-21

Sponsored

DOV DOVER CORP53.6K shares-8.65%2026-03-312026-04-21

BAC BANK AMERICA CORP221.5K shares-5.29%2026-03-312026-04-21

VPU VANGUARD WORLD FD52.5K shares-7.38%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION10.4K shares0.12%2026-03-312026-04-21

IEF ISHARES TR108.4K shares-9.42%2026-03-312026-04-21

KO COCA COLA CO133.6K shares-5.39%2026-03-312026-04-21

IVW ISHARES TR88.9K shares-10.58%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC47.6K shares-15.55%2026-03-312026-04-21

Sponsored

EMR EMERSON ELEC CO69.4K shares-5.69%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR15.7K shares-7.17%2026-03-312026-04-21

LLY ELI LILLY & CO9.8K shares-43.50%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP10.0K shares-7.10%2026-03-312026-04-21

ABT ABBOTT LABORATORIES86.5K shares-3.35%2026-03-312026-04-21

VST VISTRA CORP57.4K shares-5.00%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T44.3K shares-7.74%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS14.0K shares-14.15%2026-03-312026-04-21

Sponsored

MMIN NEW YORK LIFE INVTS ACTIVE E352.4K shares-6.20%2026-03-312026-04-21

SFLR INNOVATOR ETFS TRUST235.4K shares-7.99%2026-03-312026-04-21

CRM SALESFORCE INC43.7K shares0.32%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC67.5K shares-5.20%2026-03-312026-04-21

VTR VENTAS INC97.8K shares-8.36%2026-03-312026-04-21

RBUF INNOVATOR ETFS TRUST254.7K shares-7.34%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC99.0K shares-7.98%2026-03-312026-04-21

MA MASTERCARD INCORPORATED14.1K shares-6.47%2026-03-312026-04-21

Sponsored

AXSM AXSOME THERAPEUTICS INC.40.6K shares-7.51%2026-03-312026-04-21

NFLX NETFLIX INC.71.0K shares8.37%2026-03-312026-04-21

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC68.7K shares-11.80%2026-03-312026-04-21

NEE NEXTERA ENERGY INC72.9K shares-8.70%2026-03-312026-04-21

DHR DANAHER CORP DEL34.9K shares1.33%2026-03-312026-04-21

TLT ISHARES TR74.5K shares-9.98%2026-03-312026-04-21

JQUA J P MORGAN EXCHANGE TRADED F104.5K shares-12.99%2026-03-312026-04-21

TRGP TARGA RES CORP25.0K shares-9.92%2026-03-312026-04-21

Sponsored

ORLY OREILLY AUTOMOTIVE INC66.2K shares-8.13%2026-03-312026-04-21

SYK STRYKER CORPORATION18.6K shares-3.12%2026-03-312026-04-21

CGDV CAPITAL GROUP DIVIDEND VALUE143.2K shares-13.75%2026-03-312026-04-21

VGT VANGUARD WORLD FD8.5K shares16.08%2026-03-312026-04-21

RTX RTX CORPORATION30.6K shares-8.25%2026-03-312026-04-21

SPSM SPDR SERIES TRUST122.1K shares42.57%2026-03-312026-04-21

ORCL ORACLE CORP39.9K shares-5.87%2026-03-312026-04-21

J JACOBS SOLUTIONS INC46.0K shares-6.99%2026-03-312026-04-21

Sponsored

VUG VANGUARD INDEX FDS13.2K shares23.62%2026-03-312026-04-21

CTVA CORTEVA INC68.9K shares-11.28%2026-03-312026-04-21

BKR BAKER HUGHES COMPANY94.2K shares-7.99%2026-03-312026-04-21

BOXX EA SERIES TRUST49.3K shares154.53%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO92.3K shares-4.05%2026-03-312026-04-21

VTV VANGUARD INDEX FDS28.4K shares18.26%2026-03-312026-04-21

ABBV ABBVIE INC25.4K shares-9.23%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC15.4K shares-10.23%2026-03-312026-04-21

Sponsored

VIG VANGUARD SPECIALIZED FUNDS25.0K shares-11.28%2026-03-312026-04-21

ARES ARES MANAGEMENT CORPORATION48.6K shares34.55%2026-03-312026-04-21

PWR QUANTA SVCS INC9.5K shares-9.50%2026-03-312026-04-21

WDC WESTERN DIGITAL CORP19.0K shares-3.08%2026-03-312026-04-21

ZALT INNOVATOR ETFS TRUST157.7K shares-39.70%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE17.8K shares-9.14%2026-03-312026-04-21

DTE DTE ENERGY CO34.4K shares-8.00%2026-03-312026-04-21

MCD MCDONALDS CORP16.0K shares-7.55%2026-03-312026-04-21

Sponsored

SCHD SCHWAB STRATEGIC TR161.3K shares-1.07%2026-03-312026-04-21

RPRX ROYALTY PHARMA PLC103.0K shares-7.34%2026-03-312026-04-21

VTI VANGUARD INDEX FDS15.1K shares28.68%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR96.2K shares-9.49%2026-03-312026-04-21

GM GENERAL MTRS CO63.2K shares-8.87%2026-03-312026-04-21

GWW WW GRAINGER INC4.3K shares-8.26%2026-03-312026-04-21

NOW SERVICENOW INC43.9K shares136.57%2026-03-312026-04-21

INTC INTEL CORP103.6K shares-34.23%2026-03-312026-04-21

Sponsored

APP APPLOVIN CORP11.2K shares-0.18%2026-03-312026-04-21

CACI CACI INTL INC8.2K shares-7.04%2026-03-312026-04-21

PCG PG&E CORP253.1K shares-13.55%2026-03-312026-04-21

SLV ISHARES SILVER TR65.2K shares2.98%2026-03-312026-04-21

CVX CHEVRON CORPORATION21.2K shares4.06%2026-03-312026-04-21

FANG DIAMONDBACK ENERGY INC22.1K shares-10.70%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR29.3K shares-10.42%2026-03-312026-04-21

EIX EDISON INTL58.0K shares-8.35%2026-03-312026-04-21

Sponsored

HASI HA SUSTAINABLE INFRA CAP INC114.3K shares-9.00%2026-03-312026-04-21

VRT VERTIV HOLDINGS CO16.7K shares-5.59%2026-03-312026-04-21

PEP PEPSICO INC26.9K shares-19.38%2026-03-312026-04-21

CB CHUBB LTD SWITZ12.0K shares-16.01%2026-03-312026-04-21

CMPR CIMPRESS PLC53.4K shares37.86%2026-03-312026-04-21

ONEY SPDR SERIES TRUST32.1K shares-7.94%2026-03-312026-04-21

TSLA TESLA INC10.2K shares-4.05%2026-03-312026-04-21

WMT WALMART INC30.5K shares-17.76%2026-03-312026-04-21

Sponsored

PANW PALO ALTO NETWORKS INC23.3K shares-13.76%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR127.4K shares5.53%2026-03-312026-04-21

FDX FEDEX CORP10.4K shares-10.05%2026-03-312026-04-21

WFC WELLS FARGO & CO44.7K shares7.25%2026-03-312026-04-21

ACGL ARCH CAP GROUP LTD36.5K shares-10.28%2026-03-312026-04-21

APH AMPHENOL CORP27.7K shares-8.74%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC30.7K shares-1.14%2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC28.1K shares-16.06%2026-03-312026-04-21

Sponsored

GEV GE VERNOVA INC3.9K shares-14.41%2026-03-312026-04-21

CAT CATERPILLAR INC4.9K shares-0.29%2026-03-312026-04-21

PLD PROLOGIS INC.25.7K shares-2.57%2026-03-312026-04-21

CNC CENTENE CORP DEL102.6K shares-29.93%2026-03-312026-04-21

JCI JOHNSON CONTROLS INTERNATION25.5K shares-4.90%2026-03-312026-04-21

FTI TECHNIPFMC PLC47.7K shares-13.28%2026-03-312026-04-21

EME EMCOR GROUP INC4.5K shares-2.79%2026-03-312026-04-21

TPR TAPESTRY INC23.3K shares-3.32%2026-03-312026-04-21

Sponsored

XLC SELECT SECTOR SPDR TR29.6K shares-11.74%2026-03-312026-04-21

ABNB AIRBNB INC25.7K shares-2.58%2026-03-312026-04-21

CME CME GROUP INC10.9K shares-13.68%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC21.8K shares2.58%2026-03-312026-04-21

ILMN ILLUMINA INC25.9K shares-7.56%2026-03-312026-04-21

DVY ISHARES TR21.0K shares-3.04%2026-03-312026-04-21

INCY INCYTE CORP33.2K shares-13.73%2026-03-312026-04-21

HWM HOWMET AEROSPACE INC13.3K shares-0.29%2026-03-312026-04-21

Sponsored

IGV ISHARES TR37.6K shares687.92%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS20.3K shares-2.25%2026-03-312026-04-21

RGLD ROYAL GOLD INC11.7K shares-8.68%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC8.6K shares-6.80%2026-03-312026-04-21

PJAN INNOVATOR ETFS TRUST60.7K shares-8.50%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC28.3K shares-13.16%2026-03-312026-04-21

DYNF BLACKROCK ETF TRUST47.6K shares-20.98%2026-03-312026-04-21

TER TERADYNE INC9.3K shares-10.82%2026-03-312026-04-21

Sponsored

DFAC DIMENSIONAL ETF TRUST70.5K shares-5.54%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP4.5K shares-12.59%2026-03-312026-04-21

JEPI J P MORGAN EXCHANGE TRADED F47.9K shares-5.71%2026-03-312026-04-21

TOL TOLL BROTHERS INC19.6K shares-6.71%2026-03-312026-04-21

AMAT APPLIED MATLS INC7.7K shares-0.90%2026-03-312026-04-21

KJAN INNOVATOR ETFS TRUST63.3K shares-9.09%2026-03-312026-04-21

VRSN VERISIGN INC10.6K shares-33.76%2026-03-312026-04-21

DAL DELTA AIR LINES INC38.9K shares-9.55%2026-03-312026-04-21

Sponsored

RL RALPH LAUREN CORP7.4K shares-4.74%2026-03-312026-04-21

MCK MCKESSON CORP2.9K shares-12.84%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP13.6K shares-23.28%2026-03-312026-04-21

TGT TARGET CORP20.4K shares-2.98%2026-03-312026-04-21

JBHT HUNT J B TRANS SVCS INC11.7K shares-7.47%2026-03-312026-04-21

SPGI S&P GLOBAL INC5.7K shares454.63%2026-03-312026-04-21

MTZ MASTEC INC7.5K shares-5.97%2026-03-312026-04-21

FCX FREEPORT MCMORAN INC40.8K shares-10.43%2026-03-312026-04-21

Sponsored

ADBE ADOBE INC9.6K shares46.78%2026-03-312026-04-21

SNDK SANDISK CORP3.5K shares-50.87%2026-03-312026-04-21

NTRA NATERA INC11.0K shares-17.40%2026-03-312026-04-21

BIIB BIOGEN INC12.0K shares1.53%2026-03-312026-04-21

XLY SELECT SECTOR SPDR TR20.1K shares-10.55%2026-03-312026-04-21

NYT NEW YORK TIMES CO MTN BE26.0K shares0.08%2026-03-312026-04-21

FTNT FORTINET INC26.6K shares34.89%2026-03-312026-04-21

VXUS VANGUARD STAR FDS27.9K sharesnew addition2026-03-312026-04-21

Sponsored

XLP SELECT SECTOR SPDR TR25.8K shares-10.83%2026-03-312026-04-21

EXPE EXPEDIA GROUP INC9.2K shares-40.32%2026-03-312026-04-21

MAR MARRIOTT INTL INC NEW6.4K shares-0.08%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC12.7K shares-1.92%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS32.5K shares6.70%2026-03-312026-04-21

REGN REGENERON PHARMACEUTICALS2.7K shares-16.82%2026-03-312026-04-21

XEL XCEL ENERGY INC26.0K shares-0.21%2026-03-312026-04-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL5.2K shares-3.69%2026-03-312026-04-21

Sponsored

GLD SPDR GOLD TR4.8K shares13.89%2026-03-312026-04-21

OSK OSHKOSH CORP13.9K shares-9.39%2026-03-312026-04-21

USMV ISHARES TR21.9K shares-31.54%2026-03-312026-04-21

ULTA ULTA BEAUTY INC3.8K shares-10.64%2026-03-312026-04-21

DINO HF SINCLAIR CORP31.3K shares-13.73%2026-03-312026-04-21

EVR EVERCORE INC6.4K shares-3.78%2026-03-312026-04-21

BKNG BOOKING HOLDINGS INC452 shares-9.96%2026-03-312026-04-21

ZM ZOOM COMMUNICATIONS INC23.7K shares-50.97%2026-03-312026-04-21

Sponsored

SNOW SNOWFLAKE INC12.5K shares-33.03%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP2.8K shares-20.46%2026-03-312026-04-21

DVN DEVON ENERGY CORP NEW37.3K shares-9.34%2026-03-312026-04-21

LGLV SPDR SERIES TRUST10.5K shares-13.04%2026-03-312026-04-21

EFA ISHARES TR19.2K shares-24.87%2026-03-312026-04-21

CSCO CISCO SYS INC24.0K shares-3.25%2026-03-312026-04-21

CMG CHIPOTLE MEXICAN GRILL INC57.6K shares-24.45%2026-03-312026-04-21

GLW CORNING INC13.6K shares-7.74%2026-03-312026-04-21

Sponsored

MKTX MARKETAXESS HLDGS INC11.1K shares-18.28%2026-03-312026-04-21

CMI CUMMINS INC3.3K shares-7.64%2026-03-312026-04-21

VAC MARRIOTT VACATIONS WORLDWIDE27.6K shares-0.03%2026-03-312026-04-21

DG DOLLAR GEN CORP15.1K shares-9.15%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC2.1K shares23.91%2026-03-312026-04-21

NVG NUVEEN AMT FREE MUN CR INC F144.3K shares0.00%2026-03-312026-04-21

IQV IQVIA HLDGS INC10.4K shares-13.11%2026-03-312026-04-21

JBI JANUS INTERNATIONAL GROUP IN343.6K shares0.17%2026-03-312026-04-21

Sponsored

CW CURTISS WRIGHT CORP2.6K shares1.77%2026-03-312026-04-21

AXS AXIS CAP HLDGS LTD17.3K shares-17.01%2026-03-312026-04-21

FLS FLOWSERVE CORP23.7K shares-8.57%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC6.3K shares-18.98%2026-03-312026-04-21

LVS LAS VEGAS SANDS CORP31.8K shares-21.07%2026-03-312026-04-21

IWM ISHARES TR6.9K shares1.17%2026-03-312026-04-21

PSX PHILLIPS 669.4K shares-21.89%2026-03-312026-04-21

SMLF ISHARES TR22.5K shares-13.72%2026-03-312026-04-21

Sponsored

T AT&T INC58.5K shares-7.90%2026-03-312026-04-21

AME AMETEK INC7.9K shares0.91%2026-03-312026-04-21

VV VANGUARD INDEX FDS5.6K shares5.09%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS6.8K shares46.83%2026-03-312026-04-21

MATCH GROUP INC NEW MATCH GROUP INC NEW53.5K shares-10.04%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP7.6K shares-1.19%2026-03-312026-04-21

SRLN SSGA ACTIVE ETF TR40.4K shares5.30%2026-03-312026-04-21

CIEN CIENA CORP4.2K shares-49.14%2026-03-312026-04-21

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PFE PFIZER INC57.1K shares8.57%2026-03-312026-04-21

NBIX NEUROCRINE BIOSCIENCES INC12.1K shares-27.71%2026-03-312026-04-21

WST WEST PHARMACEUTICAL SVSC INC6.4K shares-13.44%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR34.5K shares-10.94%2026-03-312026-04-21

MEDP MEDPACE HLDGS INC3.3K shares-43.77%2026-03-312026-04-21

TXN TEXAS INSTRS INC8.1K shares24.50%2026-03-312026-04-21

SDY SPDR SERIES TRUST10.7K shares-2.28%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC5.3K shares0.42%2026-03-312026-04-21

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DGRW WISDOMTREE TR17.5K shares0.04%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC1.6K shares110.54%2026-03-312026-04-21

CMCSA COMCAST CORP NEW53.4K shares26.90%2026-03-312026-04-21

TXRH TEXAS ROADHOUSE INC9.2K shares-5.55%2026-03-312026-04-21

COP CONOCOPHILLIPS11.5K shares-19.64%2026-03-312026-04-21

AMGN AMGEN INC4.3K shares12.04%2026-03-312026-04-21

VB VANGUARD INDEX FDS5.7K shares189.99%2026-03-312026-04-21

DOW DOW HLDGS INC35.6K shares123.39%2026-03-312026-04-21

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IWR ISHARES TR15.0K shares-9.97%2026-03-312026-04-21

AA ALCOA CORP21.8K shares2.08%2026-03-312026-04-21

MEDTRONIC PLC MEDTRONIC PLC16.7K shares-31.60%2026-03-312026-04-21

FIVE FIVE BELOW INC6.3K shares1.18%2026-03-312026-04-21

DGRO ISHARES TR20.6K shares0.00%2026-03-312026-04-21

CINF CINCINNATI FINL CORP9.2K shares-9.87%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC28.6K shares2.73%2026-03-312026-04-21

TXT TEXTRON INC16.4K shares-12.22%2026-03-312026-04-21

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A AGILENT TECHNOLOGIES INC12.6K shares-12.92%2026-03-312026-04-21

VO VANGUARD INDEX FDS4.9K shares-15.66%2026-03-312026-04-21

NEM NEWMONT CORP13.0K shares-18.82%2026-03-312026-04-21

MMM 3M CO9.7K shares-7.60%2026-03-312026-04-21

BURL BURLINGTON STORES INC4.3K shares124.29%2026-03-312026-04-21

IEFA ISHARES TR15.5K shares-9.22%2026-03-312026-04-21

VEEV VEEVA SYS INC7.9K shares-3.69%2026-03-312026-04-21

UTHR UNITED THERAPEUTICS CORP DEL2.3K shares-43.65%2026-03-312026-04-21

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ADI ANALOG DEVICES INC4.3K shares-3.88%2026-03-312026-04-21

IJK ISHARES TR13.6K shares0.00%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR22.3K shares-11.77%2026-03-312026-04-21

ROST ROSS STORES INC6.3K shares-3.10%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F18.0K shares0.67%2026-03-312026-04-21

KMX CARMAX INC32.3K shares41.20%2026-03-312026-04-21

IYW ISHARES TR7.4K shares-5.48%2026-03-312026-04-21

GL GLOBE LIFE INC9.6K shares-7.14%2026-03-312026-04-21

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IBIT ISHARES BITCOIN TRUST ETF34.2K shares-38.02%2026-03-312026-04-21

CVS CVS HEALTH CORP18.2K shares-17.99%2026-03-312026-04-21

WAB WABTEC5.2K shares-8.81%2026-03-312026-04-21

ECL ECOLAB INC4.9K shares-5.78%2026-03-312026-04-21

MMC MARSH & MCLENNAN COS INC7.5K shares53.68%2026-03-312026-04-21

HPE HEWLETT PACKARD ENTERPRISE C54.5K shares2.30%2026-03-312026-04-21

LECO LINCOLN ELEC HLDGS INC5.2K shares-3.50%2026-03-312026-04-21

THE CIGNA GROUP THE CIGNA GROUP4.8K shares0.40%2026-03-312026-04-21

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DFAX DIMENSIONAL ETF TRUST37.6K shares0.00%2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR7.8K shares-12.99%2026-03-312026-04-21

EXEL EXELIXIS INC29.2K shares-39.47%2026-03-312026-04-21

USFD US FOODS HLDG CORP13.5K shares-15.95%2026-03-312026-04-21

UAL UNITED AIRLS HLDGS INC13.4K shares5.19%2026-03-312026-04-21

ALGN ALIGN TECHNOLOGY INC7.2K shares-10.38%2026-03-312026-04-21

FBTC FIDELITY WISE ORIGIN BITCOIN20.7K shares93.18%2026-03-312026-04-21

DELL DELL TECHNOLOGIES INC7.4K shares-59.40%2026-03-312026-04-21

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BK BANK NEW YORK MELLON CORP10.2K shares1.15%2026-03-312026-04-21

BWA BORGWARNER INC22.3K shares-19.47%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN5.9K shares31.48%2026-03-312026-04-21

AGX ARGAN INC2.2K shares-14.94%2026-03-312026-04-21

SYF SYNCHRONY FINANCIAL17.3K shares-2.77%2026-03-312026-04-21

CCK CROWN HLDGS INC11.7K shares-7.51%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.4K shares-17.41%2026-03-312026-04-21

ALLE ALLEGION PLC8.0K shares-22.44%2026-03-312026-04-21

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FIS FIDELITY NATL INFORMATION SV24.8K shares658.85%2026-03-312026-04-21

RBLX ROBLOX CORP20.3K shares-71.64%2026-03-312026-04-21

HLT HILTON WORLDWIDE HLDGS INC3.8K shares-10.35%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP12.1K shares-13.70%2026-03-312026-04-21

BDX BECTON DICKINSON & CO7.2K shares-25.75%2026-03-312026-04-21

MNST MONSTER BEVERAGE CORP NEW15.5K shares-4.93%2026-03-312026-04-21

CFG CITIZENS FINL GROUP INC18.7K shares-8.59%2026-03-312026-04-21

BA BOEING CO5.6K shares80.58%2026-03-312026-04-21

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HAS HASBRO INC11.8K shares-13.85%2026-03-312026-04-21

DDOG DATADOG INC9.3K shares-24.15%2026-03-312026-04-21

SF STIFEL FINL CORP14.8K shares58.17%2026-03-312026-04-21

JHG JANUS HENDERSON GROUP PLC21.3K shares-11.13%2026-03-312026-04-21

GBTC GRAYSCALE BITCOIN TRUST ETF20.6K shares-0.05%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP3.8K shares8.32%2026-03-312026-04-21

VLO VALERO ENERGY CORP4.4K shares-2.10%2026-03-312026-04-21

FR FIRST INDL RLTY TR INC18.7K shares-0.32%2026-03-312026-04-21

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HAL HALLIBURTON CO27.7K shares-18.63%2026-03-312026-04-21

HII HUNTINGTON INGALLS INDS INC2.8K shares-14.88%2026-03-312026-04-21

HOOD ROBINHOOD MKTS INC15.4K shares-15.77%2026-03-312026-04-21

IWY ISHARES TR4.3K shares0.00%2026-03-312026-04-21

USB US BANCORP20.4K shares0.30%2026-03-312026-04-21

GILD GILEAD SCIENCES INC7.6K shares-15.43%2026-03-312026-04-21

DE DEERE & CO1.8K shares1.54%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC9.1K shares108.69%2026-03-312026-04-21

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TXG 10X GENOMICS INC48.9K shares-5.38%2026-03-312026-04-21

IVE ISHARES TR4.9K shares-30.08%2026-03-312026-04-21

NTNX NUTANIX INC27.1K shares147.58%2026-03-312026-04-21

APD AIR PRODUCTS AND CHEMICALS I3.5K shares42.11%2026-03-312026-04-21

HON HONEYWELL INTL INC4.5K shares25.13%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS11.5K shares364.60%2026-03-312026-04-21

ARCC ARES CAPITAL CORP56.3K shares0.47%2026-03-312026-04-21

IDXX IDEXX LABS INC1.8K shares-12.24%2026-03-312026-04-21

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IQLT ISHARES TR21.9K shares-13.26%2026-03-312026-04-21

PAYX PAYCHEX INC10.9K shares172.56%2026-03-312026-04-21

OMC OMNICOM GROUP INC13.2K shares25.94%2026-03-312026-04-21

KMI KINDER MORGAN INC DEL29.7K shares-20.85%2026-03-312026-04-21

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC4.3K shares0.47%2026-03-312026-04-21

PBF PBF ENERGY INC20.8K shares0.14%2026-03-312026-04-21

MDB MONGODB INC4.0K shares65.82%2026-03-312026-04-21

IVZ INVESCO LTD40.1K shares-2.11%2026-03-312026-04-21

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IWF ISHARES TR2.2K shares-39.04%2026-03-312026-04-21

LULU LULULEMON ATHLETICA INC6.2K sharesnew addition2026-03-312026-04-21

CCL CARNIVAL CORP36.5K shares2.54%2026-03-312026-04-21

TTC TORO CO10.0K shares5.48%2026-03-312026-04-21

INTU INTUIT2.2K shares67.26%2026-03-312026-04-21

CHWY CHEWY INC34.6K shares20.67%2026-03-312026-04-21

BUFD FIRST TR EXCHNG TRADED FD VI33.2K shares80.00%2026-03-312026-04-21

DOUBLELINE ETF TRUST DOUBLELINE ETF TRUST36.7K sharesnew addition2026-03-312026-04-21

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TSN TYSON FOODS INC14.2K shares6.11%2026-03-312026-04-21

ITT INC ITT INC4.8K shares22.35%2026-03-312026-04-21

BUFH FIRST TR EXCHNG TRADED FD VI43.7K shares-69.61%2026-03-312026-04-21

FDLO FIDELITY COVINGTON TRUST14.0K shares-5.01%2026-03-312026-04-21

HD HOME DEPOT INC2.7K shares-2.70%2026-03-312026-04-21

NET CLOUDFLARE INC4.3K shares2.59%2026-03-312026-04-21

KYN KAYNE ANDERSON ENERGY INFRST61.7K shares0.00%2026-03-312026-04-21

DRAFTKINGS INC NEW DRAFTKINGS INC NEW40.7K shares-45.92%2026-03-312026-04-21

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EVRG EVERGY INC10.7K shares-3.29%2026-03-312026-04-21

KLAC KLA CORP592 shares-14.82%2026-03-312026-04-21

WWD WOODWARD INC2.4K shares4.30%2026-03-312026-04-21

VHT VANGUARD WORLD FD3.2K shares-1.96%2026-03-312026-04-21

MLI MUELLER INDS INC7.7K shares-25.21%2026-03-312026-04-21

NTRS NORTHERN TR CORP6.1K shares-8.23%2026-03-312026-04-21

GSIE GOLDMAN SACHS ETF TR19.7K shares-15.03%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS10.7K shares0.00%2026-03-312026-04-21

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VDC VANGUARD WORLD FD3.8K shares-3.21%2026-03-312026-04-21

UI UBIQUITI INC1.1K shares-6.74%2026-03-312026-04-21

MOH MOLINA HEALTHCARE INC6.3K sharesnew addition2026-03-312026-04-21

MCO MOODYS CORP1.9K shares135.88%2026-03-312026-04-21

THC TENET HEALTHCARE CORP4.4K shares-36.01%2026-03-312026-04-21

OEF ISHARES TR2.6K shares-63.88%2026-03-312026-04-21

PEGA PEGASYSTEMS INC19.4K shares-27.65%2026-03-312026-04-21

MSCI MSCI INC1.5K shares-8.51%2026-03-312026-04-21

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ETSY ETSY INC16.2K shares-38.45%2026-03-312026-04-21

MO ALTRIA GROUP INC12.2K shares4.74%2026-03-312026-04-21

SLB SLB LIMITED15.6K shares-10.82%2026-03-312026-04-21

XT ISHARES TR11.7K shares0.00%2026-03-312026-04-21

EA ELECTRONIC ARTS INC3.9K shares-11.92%2026-03-312026-04-21

COIN COINBASE GLOBAL INC4.5K shares-1.71%2026-03-312026-04-21

VTIP VANGUARD MALVERN FDS15.8K shares-0.20%2026-03-312026-04-21

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF17.7K shares0.00%2026-03-312026-04-21

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TSLX SIXTH STREET SPECIALTY LENDI43.0K shares-0.70%2026-03-312026-04-21

ADT ADT INC DEL120.2K shares-53.21%2026-03-312026-04-21

DECK DECKERS OUTDOOR CORP7.9K shares-15.48%2026-03-312026-04-21

STRL STERLING INFRASTRUCTURE INC1.9K shares-0.82%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC1.7K shares7.52%2026-03-312026-04-21

EWBC EAST WEST BANCORP INC7.3K shares3.39%2026-03-312026-04-21

WCC WESCO INTL INC2.9K shares-14.98%2026-03-312026-04-21

APTIV PLC APTIV PLC11.2K shares-12.81%2026-03-312026-04-21

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TW TRADEWEB MKTS INC6.6K shares10.51%2026-03-312026-04-21

BBWI BATH & BODY WORKS INC41.3K shares-5.09%2026-03-312026-04-21

GAP GAP INC31.9K shares3.11%2026-03-312026-04-21

NUE NUCOR CORP4.5K shares1.74%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F15.0K shares0.00%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC1.8K shares-57.66%2026-03-312026-04-21

NE NOBLE CORP PLC15.5K shares-3.00%2026-03-312026-04-21

LFUS LITTELFUSE INC2.2K shares-9.78%2026-03-312026-04-21

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CGNX COGNEX CORP15.4K shares-33.16%2026-03-312026-04-21

PB PROSPERITY BANCSHARES INC11.3K shares-26.49%2026-03-312026-04-21

PYPL PAYPAL HLDGS INC16.6K shares1.30%2026-03-312026-04-21

ADSK AUTODESK INC3.1K shares-58.31%2026-03-312026-04-21

TWLO TWILIO INC5.9K shares-4.41%2026-03-312026-04-21

AON PLC AON PLC2.3K shares72.97%2026-03-312026-04-21

ARW ARROW ELECTRS INC5.2K shares-12.76%2026-03-312026-04-21

ORI OLD REP INTL CORP18.5K shares-25.15%2026-03-312026-04-21

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AMD ADVANCED MICRO DEVICES INC3.6K shares1.06%2026-03-312026-04-21

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO13.9K shares-1.61%2026-03-312026-04-21

TMUS T-MOBILE US INC3.5K shares253.44%2026-03-312026-04-21

ALNY ALNYLAM PHARMACEUTICALS INC2.2K shares-46.17%2026-03-312026-04-21

VRTX VERTEX PHARMACEUTICALS INC1.6K shares-61.38%2026-03-312026-04-21

FHN FIRST HORIZON CORPORATION32.1K shares9.05%2026-03-312026-04-21

DIS DISNEY WALT CO7.6K shares42.13%2026-03-312026-04-21

ASH ASHLAND INC13.0K shares-19.83%2026-03-312026-04-21

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ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.7K shares-63.56%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR8.2K shares-0.69%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-21

BBY BEST BUY INC11.2K shares-70.79%2026-03-312026-04-21

SYY SYSCO CORP9.9K shares7.13%2026-03-312026-04-21

LVHD LEGG MASON ETF INVT16.6K shares-3.79%2026-03-312026-04-21

BMRN BIOMARIN PHARMACEUTICAL INC12.4K shares-6.66%2026-03-312026-04-21

CTAS CINTAS CORP4.1K shares1.35%2026-03-312026-04-21

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SHOP SHOPIFY INC5.9K shares-9.66%2026-03-312026-04-21

BPOP POPULAR INC5.2K shares-12.53%2026-03-312026-04-21

SITE SITEONE LANDSCAPE SUPPLY INC5.2K shares112.68%2026-03-312026-04-21

TE CONNECTIVITY PLC TE CONNECTIVITY PLC3.3K shares-0.06%2026-03-312026-04-21

SPG SIMON PPTY GROUP INC NEW3.7K shares1.21%2026-03-312026-04-21

GRMN GARMIN LTD2.9K shares8.51%2026-03-312026-04-21

QCOM QUALCOMM INC5.3K shares6.44%2026-03-312026-04-21

WM WASTE MGMT INC DEL2.9K shares10.09%2026-03-312026-04-21

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STNG SCORPIO TANKERS INC9.0K shares-9.41%2026-03-312026-04-21

MUR MURPHY OIL CORP16.3K shares0.05%2026-03-312026-04-21

AWI ARMSTRONG WORLD INDS INC NEW4.1K shares0.30%2026-03-312026-04-21

IPGP IPG PHOTONICS CORP5.8K shares-10.56%2026-03-312026-04-21

CFR CULLEN FROST BANKERS INC4.9K shares21.95%2026-03-312026-04-21

VIK VIKING HOLDINGS LTD9.1K shares11.85%2026-03-312026-04-21

TRMB TRIMBLE INC10.1K shares-15.58%2026-03-312026-04-21

TNL TRAVEL PLUS LEISURE CO9.5K shares-6.57%2026-03-312026-04-21

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VMC VULCAN MATLS CO2.4K shares-32.99%2026-03-312026-04-21

EEM ISHARES TR11.4K sharesnew addition2026-03-312026-04-21

EEMV ISHARES INC9.9K shares-0.24%2026-03-312026-04-21

PSTG EVERPURE INC10.9K shares-0.28%2026-03-312026-04-21

AMKR AMKOR TECHNOLOGY INC14.1K shares1.41%2026-03-312026-04-21

EW EDWARDS LIFESCIENCES CORP7.9K shares-19.64%2026-03-312026-04-21

AN AUTONATION INC3.2K shares-22.73%2026-03-312026-04-21

KDP KEURIG DR PEPPER INC24.0K shares-56.99%2026-03-312026-04-21

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MHK MOHAWK INDS INC6.4K shares6.24%2026-03-312026-04-21

MS MORGAN STANLEY3.8K shares10.19%2026-03-312026-04-21

TPH TRI POINTE HOMES INC13.4K shares-8.67%2026-03-312026-04-21

FETH FIDELITY ETHEREUM FD30.1K shares5.24%2026-03-312026-04-21

IXUS ISHARES TR7.2K shares0.00%2026-03-312026-04-21

GTLB GITLAB INC28.9K shares85.65%2026-03-312026-04-21

S SENTINELONE INC48.5K shares77.32%2026-03-312026-04-21

WBS WEBSTER FINL CORP9.0K shares1.76%2026-03-312026-04-21

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DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC13.4K shares-2.69%2026-03-312026-04-21

XYL XYLEM INC5.1K shares26.73%2026-03-312026-04-21

IFF INTERNATIONAL FLAVORS&FRAGRA8.4K shares-37.18%2026-03-312026-04-21

PODD INSULET CORP2.9K shares167.62%2026-03-312026-04-21

LOW LOWES COS INC2.6K shares-1.73%2026-03-312026-04-21

AXTA AXALTA COATING SYS LTD21.6K shares-3.52%2026-03-312026-04-21

HBAN HUNTINGTON BANCSHARES INC38.2K shares-42.41%2026-03-312026-04-21

STT STATE STR CORP4.7K shares24.60%2026-03-312026-04-21

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BC BRUNSWICK CORP8.2K shares1.90%2026-03-312026-04-21

ARKB ARK 21SHARES BITCOIN ETF26.6K shares173.87%2026-03-312026-04-21

EFAV ISHARES TR6.5K shares-0.58%2026-03-312026-04-21

CRC CALIFORNIA RES CORP8.5K shares-6.31%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC1.2K shares-4.70%2026-03-312026-04-21

YOU CLEAR SECURE INC12.1K shares-10.71%2026-03-312026-04-21

MUB ISHARES TR5.5K shares0.00%2026-03-312026-04-21

ETR ENTERGY CORP NEW5.2K shares9.44%2026-03-312026-04-21

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VLY VALLEY NATL BANCORP47.6K shares-2.41%2026-03-312026-04-21

CSX CSX CORP14.2K shares-3.91%2026-03-312026-04-21

ROKU ROKU INC6.1K shares-33.23%2026-03-312026-04-21

PKG PACKAGING CORP AMER2.7K shares-24.20%2026-03-312026-04-21

HUN HUNTSMAN CORP43.6K shares19.24%2026-03-312026-04-21

HYMB SPDR SERIES TRUST23.3K shares0.00%2026-03-312026-04-21

LAMR LAMAR ADVERTISING CO4.6K shares0.11%2026-03-312026-04-21

FORM FORMFACTOR INC5.9K shares-2.25%2026-03-312026-04-21

Sponsored

OXY OCCIDENTAL PETE CORP8.8K sharesnew addition2026-03-312026-04-21

VFC V F CORP33.2K shares121.89%2026-03-312026-04-21

NWSA NEWS CORP NEW22.5K shares116.15%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR22.7K shares-17.10%2026-03-312026-04-21

JBL JABIL INC2.1K shares0.86%2026-03-312026-04-21

PCOR PROCORE TECHNOLOGIES INC9.8K sharesnew addition2026-03-312026-04-21

PII POLARIS INC10.3K shares-9.43%2026-03-312026-04-21

WY WEYERHAEUSER CO22.9K sharesnew addition2026-03-312026-04-21

Sponsored

NVT NVENT ELEC PLC4.7K shares6.72%2026-03-312026-04-21

IESC IES HOLDINGS INC1.2K shares-1.69%2026-03-312026-04-21

OMF ONEMAIN HLDGS INC10.3K shares0.05%2026-03-312026-04-21

WEX WEX INC3.6K shares2.07%2026-03-312026-04-21

GTLS CHART INDS INC2.7K shares-82.58%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC1.4K shares-22.99%2026-03-312026-04-21

NXPI NXP SEMICONDUCTORS N V2.8K shares-27.26%2026-03-312026-04-21

BSX BOSTON SCIENTIFIC CORP8.6K shares159.42%2026-03-312026-04-21

Sponsored

DOCU DOCUSIGN INC11.3K shares68.39%2026-03-312026-04-21

KKR & CO INC KKR & CO INC5.8K sharesnew addition2026-03-312026-04-21

ES EVERSOURCE ENERGY7.6K shares-0.43%2026-03-312026-04-21

STN STANTEC INC6.1K shares-4.67%2026-03-312026-04-21

EQIX EQUINIX INC539 shares42.59%2026-03-312026-04-21

OWL BLUE OWL CAPITAL INC57.8K sharesnew addition2026-03-312026-04-21

AVB AVALONBAY CMNTYS INC3.2K shares3.74%2026-03-312026-04-21

ATLASSIAN CORPORATION ATLASSIAN CORPORATION7.7K shares-78.54%2026-03-312026-04-21

Sponsored

MPC MARATHON PETE CORP2.1K shares-16.26%2026-03-312026-04-21

AMP AMERIPRISE FINL INC1.2K shares-21.84%2026-03-312026-04-21

NVST ENVISTA HOLDINGS CORPORATION20.5K shares-3.33%2026-03-312026-04-21

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC6.0K sharesnew addition2026-03-312026-04-21

BRKR

BRUKER CORP

0.01%

Shares9.5M

Event2026-03-31

Filed2026-04-21

GLP

GLOBAL PARTNERS LP

6.14%

Shares1.7M

Event2026-03-31

Filed2026-04-21

JMBS

JANUS DETROIT STR TR

-6.89%

Shares1.5M

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

2.00%

Shares157.8K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-16.00%

Shares198.7K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-5.53%

Shares277.3K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-5.33%

Shares225.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-8.12%

Shares139.8K

Event2026-03-31

Filed2026-04-21

FNDF

SCHWAB STRATEGIC TR

-9.89%

Shares769.6K

Event2026-03-31

Filed2026-04-21

FBND

FIDELITY MERRIMACK STR TR

-8.11%

Shares804.6K

Event2026-03-31

Filed2026-04-21

DFIV

DIMENSIONAL ETF TRUST

-9.60%

Shares689.9K

Event2026-03-31

Filed2026-04-21

FENI

FIDELITY COVINGTON TRUST

-8.83%

Shares913.1K

Event2026-03-31

Filed2026-04-21

JBND

J P MORGAN EXCHANGE TRADED F

-8.37%

Shares626.2K

Event2026-03-31

Filed2026-04-21

DFAI

DIMENSIONAL ETF TRUST

-8.72%

Shares860.2K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

-6.61%

Shares99.1K

Event2026-03-31

Filed2026-04-21

JIRE

J P MORGAN EXCHANGE TRADED F

-7.17%

Shares393.3K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-5.19%

Shares90.6K

Event2026-03-31

Filed2026-04-21

CLOA

BLACKROCK ETF TRUST II

-8.37%

Shares513.0K

Event2026-03-31

Filed2026-04-21

BINC

BLACKROCK ETF TRUST II

-8.14%

Shares465.8K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-8.55%

Shares36.0K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-5.93%

Shares46.8K

Event2026-03-31

Filed2026-04-21

SCMB

SCHWAB STRATEGIC TR

-5.47%

Shares845.2K

Event2026-03-31

Filed2026-04-21

JAAA

JANUS DETROIT STR TR

4284.94%

Shares422.5K

Event2026-03-31

Filed2026-04-21

JEMA

J P MORGAN EXCHANGE TRADED F

-8.67%

Shares392.9K

Event2026-03-31

Filed2026-04-21

JHEM

JOHN HANCOCK EXCHANGE TRADED

-8.51%

Shares578.4K

Event2026-03-31

Filed2026-04-21

DFAE

DIMENSIONAL ETF TRUST

-8.75%

Shares584.9K

Event2026-03-31

Filed2026-04-21

XSOE

WISDOMTREE TR

-8.57%

Shares492.7K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-3.85%

Shares68.6K

Event2026-03-31

Filed2026-04-21

FIX

COMFORT SYS USA INC

-27.86%

Shares13.9K

Event2026-03-31

Filed2026-04-21

BBIN

J P MORGAN EXCHANGE TRADED F

-46.84%

Shares260.2K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

-8.00%

Shares75.8K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

-23.27%

Shares27.0K

Event2026-03-31

Filed2026-04-21

LINDE PLC

-3.47%

Shares34.0K

Event2026-03-31

Filed2026-04-21

USIG

ISHARES TR

-11.24%

Shares324.8K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

-7.26%

Shares103.5K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

-0.69%

Shares99.2K

Event2026-03-31

Filed2026-04-21

SHY

ISHARES TR

New

Shares171.4K

Event2026-03-31

Filed2026-04-21

MMIT

NEW YORK LIFE INVTS ACTIVE E

-7.03%

Shares582.7K

Event2026-03-31

Filed2026-04-21

USFR

WISDOMTREE TR

-12.69%

Shares277.2K

Event2026-03-31

Filed2026-04-21