Sponsored

The Analysis of Patten Group, Inc.'s Holdings & P&L

Currently, Patten Group, Inc. holds 325 types of securities in its portfolio with a total value $643.3M. In the most recent quarter, they have increased their positions in IWF (+59.6K shares, valued at $7.4M), OUST (+32.9K shares, valued at $2.1M), VO (+24.0K shares, valued at $1.9M); decreased their positions in N/A (-16.0K shares, valued at $1.6M), JEPI (-19.2K shares, valued at $1.1M), BAC (-16.7K shares, valued at $951.4K); initiated new positions in WDC (+1.9K shares, valued at $1.2M), SNDK (+511 shares, valued at $1.2M), VRT (+3.1K shares, valued at $1.0M).

1M P&L

+775.4K+0.15%

3M P&L

+8.1M+1.58%

HY P&L

-13.1M-2.45%

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/A206.9M

39.5%

2Semiconductors47.1M

9.0%

3Insurance - Diversified23.1M

4.4%

Top Industries by Stock Count

1N/A135 stocks

47.0%

2Aerospace & Defense11 stocks

3.8%

3Semiconductors9 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION167.3K shares2.63%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL46.2K shares-0.15%2026-06-302026-08-06

AAPL APPLE INC68.7K shares3.49%2026-06-302026-08-06

BRK.A BERKSHIRE HATHAWAY INC DEL24 shares0.00%2026-06-302026-08-06

MSFT MICROSOFT CORP44.1K shares3.17%2026-06-302026-08-06

KO COCA COLA CO179.3K shares1.79%2026-06-302026-08-06

VISA INC VISA INC38.3K shares-0.29%2026-06-302026-08-06

BROADCOM INC BROADCOM INC33.4K shares-3.29%2026-06-302026-08-06

Sponsored

IWF ISHARES TR83.3K shares250.44%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO30.4K shares0.08%2026-06-302026-08-06

ISHARES TR ISHARES TR10.5K shares-4.16%2026-06-302026-08-06

GLW CORNING INC30.6K shares0.62%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T10.2K shares-2.36%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC64.2K shares-0.33%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION38.1K shares0.94%2026-06-302026-08-06

GOOGL ALPHABET INC19.7K shares6.36%2026-06-302026-08-06

Sponsored

KMB KIMBERLY-CLARK CORP62.4K shares-0.06%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC11.6K shares-6.41%2026-06-302026-08-06

GOOG ALPHABET INC18.7K shares7.12%2026-06-302026-08-06

TIP ISHARES TR56.3K shares-9.55%2026-06-302026-08-06

ETN EATON CORP PLC14.3K shares-3.11%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON22.9K shares0.39%2026-06-302026-08-06

ASTRAZENECA PLC ASTRAZENECA PLC30.0K shares-0.35%2026-06-302026-08-06

GEV GE VERNOVA INC4.2K shares31.39%2026-06-302026-08-06

Sponsored

AMZN AMAZON COM INC20.1K shares19.97%2026-06-302026-08-06

ISHARES TR ISHARES TR49.5K shares-3.75%2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC6.2K shares1.36%2026-06-302026-08-06

RSPT INVESCO EXCHANGE TRADED FD T72.0K shares10.72%2026-06-302026-08-06

VCSH VANGUARD SCOTTSDALE FDS57.8K shares7.00%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC6.3K shares-2.96%2026-06-302026-08-06

JCPB J P MORGAN EXCHANGE TRADED F94.0K shares8.03%2026-06-302026-08-06

NEM NEWMONT CORP46.5K shares0.22%2026-06-302026-08-06

Sponsored

WORLD GOLD TR WORLD GOLD TR53.4K shares-0.31%2026-06-302026-08-06

CARR CARRIER GLOBAL CORPORATION57.4K shares-0.27%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP29.6K shares0.06%2026-06-302026-08-06

VEU VANGUARD INTL EQUITY INDEX F48.2K shares8.13%2026-06-302026-08-06

CHUBB LIMITED CHUBB LIMITED11.8K shares0.33%2026-06-302026-08-06

LIN LINDE PLC7.5K shares0.04%2026-06-302026-08-06

BND VANGUARD BD INDEX FDS53.2K shares-7.46%2026-06-302026-08-06

EFG ISHARES TR30.3K shares-4.01%2026-06-302026-08-06

Sponsored

GVI ISHARES TR34.5K shares-3.02%2026-06-302026-08-06

SUB ISHARES TR33.9K shares-5.09%2026-06-302026-08-06

EMR EMERSON ELEC CO25.1K shares-2.90%2026-06-302026-08-06

BSV VANGUARD BD INDEX FDS45.0K shares7.31%2026-06-302026-08-06

CVX CHEVRON CORPORATION21.1K shares1.23%2026-06-302026-08-06

BIL SPDR SERIES TRUST37.2K shares6.32%2026-06-302026-08-06

XYL XYLEM INC28.8K shares0.03%2026-06-302026-08-06

DTH WISDOMTREE TR62.7K shares0.87%2026-06-302026-08-06

Sponsored

MRK MERCK & CO INC26.4K shares-3.44%2026-06-302026-08-06

LLY ELI LILLY & CO2.8K shares9.04%2026-06-302026-08-06

EFV ISHARES TR44.0K shares-0.39%2026-06-302026-08-06

FEOE RBB FUND TRUST62.9K shares10.01%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC37.8K shares21.69%2026-06-302026-08-06

JEPI J P MORGAN EXCHANGE TRADED F58.6K shares-24.73%2026-06-302026-08-06

WMT WALMART INC28.8K shares0.17%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS20.6K shares-3.30%2026-06-302026-08-06

Sponsored

SCHP SCHWAB STRATEGIC TR120.7K shares7.11%2026-06-302026-08-06

JPST J P MORGAN EXCHANGE TRADED F62.4K shares-18.72%2026-06-302026-08-06

ISHARES TR ISHARES TR29.6K shares-35.04%2026-06-302026-08-06

IJH ISHARES TR37.2K shares1.73%2026-06-302026-08-06

OUST OUSTER INC44.4K shares285.30%2026-06-302026-08-06

URI UNITED RENTALS INC2.4K shares-3.45%2026-06-302026-08-06

BAB INVESCO EXCH TRADED FD TR II101.4K shares-6.57%2026-06-302026-08-06

PVAL PUTNAM ETF TRUST52.7K shares-2.19%2026-06-302026-08-06

Sponsored

VO VANGUARD INDEX FDS32.9K shares269.37%2026-06-302026-08-06

MAR MARRIOTT INTL INC NEW7.1K shares-0.13%2026-06-302026-08-06

VMC VULCAN MATLS CO8.9K shares-2.74%2026-06-302026-08-06

NVS NOVARTIS AG16.7K shares-2.11%2026-06-302026-08-06

NEAR ISHARES U S ETF TR51.4K shares-19.55%2026-06-302026-08-06

IDEXX LABS INC IDEXX LABS INC4.9K shares-4.18%2026-06-302026-08-06

IXN ISHARES TR17.4K shares-4.15%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC7.3K shares-10.53%2026-06-302026-08-06

Sponsored

CAT CATERPILLAR INC2.3K shares15.24%2026-06-302026-08-06

SYK STRYKER CORPORATION7.6K shares-8.74%2026-06-302026-08-06

NSC NORFOLK SOUTHN CORP7.4K shares-1.28%2026-06-302026-08-06

SHY ISHARES TR27.6K shares5.41%2026-06-302026-08-06

BIV VANGUARD BD INDEX FDS29.0K shares-0.34%2026-06-302026-08-06

ALLW SSGA ACTIVE TR74.9K shares153.42%2026-06-302026-08-06

QAI NEW YORK LIFE INVESTMENTS ET58.1K shares-6.35%2026-06-302026-08-06

PNFP PINNACLE FINL PARTNERS INC20.8K shares6.28%2026-06-302026-08-06

Sponsored

MUNI PIMCO ETF TR39.2K shares-6.37%2026-06-302026-08-06

ECL ECOLAB INC7.4K shares-2.21%2026-06-302026-08-06

SLV ISHARES SILVER TR37.7K shares3.38%2026-06-302026-08-06

GLD SPDR GOLD TR5.4K shares-4.78%2026-06-302026-08-06

EPD ENTERPRISE PRODS PARTNERS L54.1K shares2.70%2026-06-302026-08-06

FRDM EA SERIES TRUST26.7K shares-4.14%2026-06-302026-08-06

BAC BANK OF AMER CORP34.1K shares-32.87%2026-06-302026-08-06

BOND PIMCO ETF TR20.9K shares3.18%2026-06-302026-08-06

Sponsored

WMB WILLIAMS COS INC25.9K shares2.23%2026-06-302026-08-06

FPE FIRST TR EXCH TRADED FD III103.4K shares-4.21%2026-06-302026-08-06

NOC NORTHROP GRUMMAN CORP3.6K shares-6.90%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC1.6K shares-8.06%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS6.5K shares-11.29%2026-06-302026-08-06

LMBS FIRST TR EXCHANGE-TRADED FD36.4K shares-7.45%2026-06-302026-08-06

RF REGIONS FINANCIAL CORP NEW59.4K shares0.16%2026-06-302026-08-06

T AT&T INC86.6K shares-3.83%2026-06-302026-08-06

Sponsored

PEP PEPSICO INC13.2K shares-4.41%2026-06-302026-08-06

DJP BARCLAYS BANK PLC40.6K shares-18.54%2026-06-302026-08-06

MUB ISHARES TR16.4K shares-14.53%2026-06-302026-08-06

FANG DIAMONDBACK ENERGY INC10.0K shares-1.21%2026-06-302026-08-06

FNDF SCHWAB STRATEGIC TR33.3K shares4.20%2026-06-302026-08-06

PG PROCTER & GAMBLE CO12.0K shares6.08%2026-06-302026-08-06

UBER UBER TECHNOLOGIES INC24.3K shares-0.68%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T8.0K shares-1.64%2026-06-302026-08-06

Sponsored

DUK DUKE ENERGY CORP NEW13.5K shares7.89%2026-06-302026-08-06

XLC SELECT SECTOR SPDR TR15.4K shares-13.17%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS6.9K shares-22.19%2026-06-302026-08-06

QCOM QUALCOMM INC8.8K shares-3.42%2026-06-302026-08-06

EFA ISHARES TR15.6K shares-0.56%2026-06-302026-08-06

SOLS SOLSTICE ADVANCED MATLS INC17.9K shares4.78%2026-06-302026-08-06

MTBA SIMPLIFY EXCHANGE TRADED FUN31.9K shares-18.42%2026-06-302026-08-06

ITOT ISHARES TR9.4K shares-2.10%2026-06-302026-08-06

Sponsored

ISRG INTUITIVE SURGICAL INC3.8K shares-9.28%2026-06-302026-08-06

ENB ENBRIDGE INC28.1K shares-0.24%2026-06-302026-08-06

CSM PROSHARES TR17.6K shares-23.49%2026-06-302026-08-06

FPX FIRST TR EXCHANGE-TRADED FD7.3K shares-0.43%2026-06-302026-08-06

SPMO INVESCO EXCH TRADED FD TR II8.9K shares-5.53%2026-06-302026-08-06

BILS SPDR SERIES TRUST14.5K shares-29.65%2026-06-302026-08-06

IJT ISHARES TR8.0K shares5.97%2026-06-302026-08-06

TJX TJX COS INC NEW9.3K shares5.09%2026-06-302026-08-06

Sponsored

NETFLIX INC. NETFLIX INC.19.6K shares6.60%2026-06-302026-08-06

LRCX LAM RESEARCH CORP3.2K shares223.81%2026-06-302026-08-06

HDV ISHARES TR49.4K shares439.30%2026-06-302026-08-06

PSX PHILLIPS 667.6K shares0.88%2026-06-302026-08-06

CWB SPDR SERIES TRUST11.9K shares-4.43%2026-06-302026-08-06

CL COLGATE PALMOLIVE CO14.0K shares1.05%2026-06-302026-08-06

TFC TRUIST FINL CORP25.6K shares4.23%2026-06-302026-08-06

BUCK SIMPLIFY EXCHANGE TRADED FUN54.3K shares219.06%2026-06-302026-08-06

Sponsored

VZ VERIZON COMMUNICATIONS INC30.0K shares3.60%2026-06-302026-08-06

ALAB ASTERA LABS INC2.6K shares-23.73%2026-06-302026-08-06

SPHD INVESCO EXCH TRADED FD TR II24.1K shares-0.43%2026-06-302026-08-06

SPXX NUVEEN S&P 500 DYNAMIC OVERW65.8K shares64.76%2026-06-302026-08-06

WDC WESTERN DIGITAL CORP1.9K sharesnew addition2026-06-302026-08-06

XMMO INVESCO EXCHANGE TRADED FD T7.1K shares2.14%2026-06-302026-08-06

IJK ISHARES TR10.2K shares-1.84%2026-06-302026-08-06

FTLS FIRST TR EXCH TRADED FD III16.0K shares-11.78%2026-06-302026-08-06

Sponsored

VCIT VANGUARD SCOTTSDALE FDS14.3K shares-17.97%2026-06-302026-08-06

SPYI NEOS ETF TRUST22.1K shares56.55%2026-06-302026-08-06

SNDK SANDISK CORP511 sharesnew addition2026-06-302026-08-06

ACWI ISHARES TR7.4K shares-7.01%2026-06-302026-08-06

GE GE AEROSPACE3.1K shares54.64%2026-06-302026-08-06

VIGI VANGUARD WHITEHALL FDS12.2K shares-3.66%2026-06-302026-08-06

DOV DOVER CORP5.0K shares-0.75%2026-06-302026-08-06

BMY BRISTOL-MYERS SQUIBB CO19.1K shares-14.49%2026-06-302026-08-06

Sponsored

AZO AUTOZONE INC339 shares-7.38%2026-06-302026-08-06

IWB ISHARES TR2.6K shares-3.32%2026-06-302026-08-06

VRT VERTIV HOLDINGS CO3.1K sharesnew addition2026-06-302026-08-06

QQQ INVESCO QQQ TR1.4K shares0.00%2026-06-302026-08-06

CIEN CIENA CORP2.1K sharesnew addition2026-06-302026-08-06

IWD ISHARES TR4.2K shares-8.90%2026-06-302026-08-06

DOMINION ENERGY INC DOMINION ENERGY INC14.9K shares-1.38%2026-06-302026-08-06

RSG REPUBLIC SVCS INC4.8K shares-3.82%2026-06-302026-08-06

Sponsored

COHR COHERENT CORP2.6K sharesnew addition2026-06-302026-08-06

FIX COMFORT SYS USA INC505 shares37.98%2026-06-302026-08-06

CNI CANADIAN NATL RY CO8.3K shares0.02%2026-06-302026-08-06

ADSK AUTODESK INC5.0K shares-26.66%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC2.0K shares6.74%2026-06-302026-08-06

ECG EVERUS CONSTR GROUP5.9K sharesnew addition2026-06-302026-08-06

LOW LOWES COS INC4.4K shares-11.18%2026-06-302026-08-06

SOUTHERN CO SOUTHERN CO10.1K shares29.43%2026-06-302026-08-06

Sponsored

CRWV COREWEAVE INC9.5K sharesnew addition2026-06-302026-08-06

IUSV ISHARES TR8.5K shares-2.70%2026-06-302026-08-06

VGIT VANGUARD SCOTTSDALE FDS15.8K shares1.85%2026-06-302026-08-06

VEEV VEEVA SYS INC5.3K shares-29.81%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS2.5K shares3.72%2026-06-302026-08-06

VTV VANGUARD INDEX FDS4.2K shares-8.39%2026-06-302026-08-06

HST HOST HOTELS & RESORTS INC38.1K shares-1.72%2026-06-302026-08-06

IGV ISHARES TR9.9K shares-13.01%2026-06-302026-08-06

Sponsored

BE BLOOM ENERGY CORP2.9K shares-0.38%2026-06-302026-08-06

LUMENTUM HLDGS INC LUMENTUM HLDGS INC1.0K shares21.36%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.1K shares-18.44%2026-06-302026-08-06

C CITIGROUP INC6.0K shares9.93%2026-06-302026-08-06

JPUS J P MORGAN EXCHANGE TRADED F5.9K shares-18.19%2026-06-302026-08-06

IEI ISHARES TR7.1K shares0.16%2026-06-302026-08-06

BBJP J P MORGAN EXCHANGE TRADED F10.6K shares22.13%2026-06-302026-08-06

HCA HCA HEALTHCARE INC2.1K shares160.41%2026-06-302026-08-06

Sponsored

HD HOME DEPOT INC2.3K shares4.35%2026-06-302026-08-06

VSS VANGUARD INTL EQUITY INDEX F5.1K shares15.16%2026-06-302026-08-06

ALC ALCON AG11.7K shares-11.89%2026-06-302026-08-06

BJ BJS WHSL CLUB HLDGS INC8.9K shares-31.93%2026-06-302026-08-06

HONEYWELL INTL INC HONEYWELL INTL INC3.3K sharesnew addition2026-06-302026-08-06

IWV ISHARES TR1.7K shares5.51%2026-06-302026-08-06

JQUA J P MORGAN EXCHANGE TRADED F10.1K shares2.29%2026-06-302026-08-06

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.3K sharesnew addition2026-06-302026-08-06

Sponsored

ROL ROLLINS INC17.1K shares14.81%2026-06-302026-08-06

JMOM J P MORGAN EXCHANGE TRADED F8.3K shares0.00%2026-06-302026-08-06

FMDE FIDELITY COVINGTON TRUST17.5K shares32.56%2026-06-302026-08-06

AWK AMERICAN WTR WKS CO INC NEW5.2K shares-6.21%2026-06-302026-08-06

ATO ATMOS ENERGY CORP3.9K shares33.74%2026-06-302026-08-06

JVAL J P MORGAN EXCHANGE TRADED F11.5K shares-0.94%2026-06-302026-08-06

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR14.9K shares7.92%2026-06-302026-08-06

BFLY BUTTERFLY NETWORK INC77.2K sharesnew addition2026-06-302026-08-06

Sponsored

FMB FIRST TR EXCH TRADED FD III12.5K shares0.00%2026-06-302026-08-06

TEL TE CONNECTIVITY PLC3.2K shares44.75%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS8.9K shares0.00%2026-06-302026-08-06

MELI MERCADOLIBRE INC366 shares30.25%2026-06-302026-08-06

AMRZ AMRIZE LTD11.6K shares-21.23%2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP1.2K shares6.26%2026-06-302026-08-06

IGM ISHARES TR3.8K shares-7.84%2026-06-302026-08-06

TLN TALEN ENERGY CORP1.6K sharesnew addition2026-06-302026-08-06

Sponsored

ICSH ISHARES TR11.9K shares29.67%2026-06-302026-08-06

STRL STERLING INFRASTRUCTURE INC712 sharesnew addition2026-06-302026-08-06

MOD MODINE MFG CO2.2K sharesnew addition2026-06-302026-08-06

AXP AMERICAN EXPRESS CO1.7K shares-18.46%2026-06-302026-08-06

XLV SELECT SECTOR SPDR TR3.7K shares-21.74%2026-06-302026-08-06

POWL POWELL INDS INC2.0K shares137.70%2026-06-302026-08-06

COP CONOCOPHILLIPS5.5K shares1.85%2026-06-302026-08-06

ABT ABBOTT LABORATORIES6.3K shares-13.02%2026-06-302026-08-06

Sponsored

PLD PROLOGIS INC.4.2K shares7.75%2026-06-302026-08-06

VIK VIKING HOLDINGS LTD5.4K shares10.80%2026-06-302026-08-06

ORACLE CORP ORACLE CORP3.8K shares-31.40%2026-06-302026-08-06

VYMI VANGUARD WHITEHALL FDS5.7K shares-4.34%2026-06-302026-08-06

RMBS RAMBUS INC DEL4.1K sharesnew addition2026-06-302026-08-06

KLAC KLA CORP1.8K sharesnew addition2026-06-302026-08-06

UNM UNUM GROUP6.0K shares0.00%2026-06-302026-08-06

WY WEYERHAEUSER CO22.2K shares-28.52%2026-06-302026-08-06

Sponsored

UNP UNION PAC CORP1.9K shares5.46%2026-06-302026-08-06

GOVT ISHARES TR22.8K shares-7.77%2026-06-302026-08-06

VTR VENTAS INC5.8K shares-0.80%2026-06-302026-08-06

DG DOLLAR GEN CORP4.4K shares10.51%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC2.8K shares3.33%2026-06-302026-08-06

AIA ISHARES TR3.5K shares16.39%2026-06-302026-08-06

SPTM SPDR SERIES TRUST5.4K shares-13.93%2026-06-302026-08-06

STIP ISHARES TR4.8K shares11.67%2026-06-302026-08-06

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST5.6K shares7.86%2026-06-302026-08-06

ANET ARISTA NETWORKS INC2.9K shares-30.97%2026-06-302026-08-06

MRVL MARVELL TECHNOLOGY INC1.6K sharesnew addition2026-06-302026-08-06

VLO VALERO ENERGY CORP1.8K shares27.73%2026-06-302026-08-06

TXUE THORNBURG ETF TR13.7K shares3.18%2026-06-302026-08-06

ABBVIE INC ABBVIE INC1.9K shares25.92%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.0K shares41.68%2026-06-302026-08-06

DNP DNP SELECT INCOME FD INC43.0K shares-2.14%2026-06-302026-08-06

Sponsored

MOAT VANECK ETF TRUST4.4K shares-11.05%2026-06-302026-08-06

CRBN ISHARES TR1.8K shares-0.50%2026-06-302026-08-06

TLT ISHARES TR5.0K shares-39.14%2026-06-302026-08-06

IBND SPDR SERIES TRUST13.9K shares-2.24%2026-06-302026-08-06

COIN COINBASE GLOBAL INC3.0K shares-52.85%2026-06-302026-08-06

IDV ISHARES TR10.4K shares0.56%2026-06-302026-08-06

EEM ISHARES TR6.2K shares40.88%2026-06-302026-08-06

IWM ISHARES TR1.4K shares23.52%2026-06-302026-08-06

Sponsored

TLTW ISHARES TR18.8K sharesnew addition2026-06-302026-08-06

USMV ISHARES TR4.3K shares-8.45%2026-06-302026-08-06

DELL DELL TECHNOLOGIES INC970 sharesnew addition2026-06-302026-08-06

EME EMCOR GROUP INC500 sharesnew addition2026-06-302026-08-06

TTEK TETRA TECH INC NEW14.2K shares-19.42%2026-06-302026-08-06

HWM HOWMET AEROSPACE INC1.5K sharesnew addition2026-06-302026-08-06

EWJ ISHARES INC4.4K shares8.87%2026-06-302026-08-06

REGL PROSHARES TR4.4K shares2.02%2026-06-302026-08-06

Sponsored

META PLATFORMS INC META PLATFORMS INC713 shares57.40%2026-06-302026-08-06

CHI CALAMOS CONV OPPORTUNITIES &29.2K shares0.00%2026-06-302026-08-06

EWA ISHARES INC13.8K shares-4.35%2026-06-302026-08-06

SJNK SPDR SERIES TRUST15.2K shares-27.92%2026-06-302026-08-06

CHD CHURCH & DWIGHT CO INC3.9K shares0.00%2026-06-302026-08-06

SARO STANDARDAERO INC12.4K sharesnew addition2026-06-302026-08-06

FSLR FIRST SOLAR INC1.6K shares12.24%2026-06-302026-08-06

JIRE J P MORGAN EXCHANGE TRADED F4.5K shares-11.13%2026-06-302026-08-06

Sponsored

SRE SEMPRA3.9K shares-10.66%2026-06-302026-08-06

PH PARKER-HANNIFIN CORP368 sharesnew addition2026-06-302026-08-06

KTOS KRATOS DEFENSE & SEC SOLUTIO7.2K sharesnew addition2026-06-302026-08-06

VUG VANGUARD INDEX FDS4.1K shares477.86%2026-06-302026-08-06

VOO VANGUARD INDEX FDS520 shares-22.39%2026-06-302026-08-06

AME AMETEK INC1.5K sharesnew addition2026-06-302026-08-06

WWD WOODWARD INC824 sharesnew addition2026-06-302026-08-06

BNDX VANGUARD CHARLOTTE FDS7.2K shares2.26%2026-06-302026-08-06

Sponsored

HUBB HUBBELL INC669 sharesnew addition2026-06-302026-08-06

MAA MID-AMER APT CMNTYS INC2.5K shares-10.35%2026-06-302026-08-06

TDG TRANSDIGM GROUP INC262 sharesnew addition2026-06-302026-08-06

USA LIBERTY ALL STAR EQUITY FD60.0K shares-5.87%2026-06-302026-08-06

IGSB ISHARES TR6.6K shares-5.18%2026-06-302026-08-06

KGS KODIAK GAS SVCS INC4.5K sharesnew addition2026-06-302026-08-06

HEI HEICO CORP NEW950 sharesnew addition2026-06-302026-08-06

ITT ITT INC1.7K sharesnew addition2026-06-302026-08-06

Sponsored

EWP ISHARES INC5.6K shares-21.49%2026-06-302026-08-06

HDEF DBX ETF TR10.3K shares-15.01%2026-06-302026-08-06

IAU ISHARES GOLD TR4.4K shares-16.54%2026-06-302026-08-06

FERG FERGUSON ENTERPRISES INC1.4K sharesnew addition2026-06-302026-08-06

ULS UL SOLUTIONS INC3.2K sharesnew addition2026-06-302026-08-06

CW CURTISS WRIGHT CORP428 sharesnew addition2026-06-302026-08-06

IJR ISHARES TR2.2K shares0.00%2026-06-302026-08-06

AMERICOLD REALTY TRUST INC AMERICOLD REALTY TRUST INC20.6K shares-3.40%2026-06-302026-08-06

Sponsored

AVT AVNET INC3.6K sharesnew addition2026-06-302026-08-06

EELV INVESCO EXCH TRADED FD TR II11.3K shares-0.48%2026-06-302026-08-06

IYW ISHARES TR1.2K shares0.00%2026-06-302026-08-06

MO ALTRIA GROUP INC4.3K shares3.84%2026-06-302026-08-06

ALLISON TRANSMISSION HLDGS I ALLISON TRANSMISSION HLDGS I2.7K sharesnew addition2026-06-302026-08-06

MS MORGAN STANLEY1.5K shares15.45%2026-06-302026-08-06

BWA BORGWARNER INC4.6K sharesnew addition2026-06-302026-08-06

IEF ISHARES TR3.2K shares0.00%2026-06-302026-08-06

Sponsored

CSL CARLISLE COS INC837 shares0.24%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR1.6K shares0.00%2026-06-302026-08-06

SCHB SCHWAB STRATEGIC TR10.3K shares0.00%2026-06-302026-08-06

MEDTRONIC PLC MEDTRONIC PLC3.8K shares-25.52%2026-06-302026-08-06

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.0K shares-4.82%2026-06-302026-08-06

SFNC SIMMONS FIRST NATL CORP12.1K shares0.21%2026-06-302026-08-06

STLD STEEL DYNAMICS INC1.2K sharesnew addition2026-06-302026-08-06

QYLD GLOBAL X FDS14.8K shares5.13%2026-06-302026-08-06

Sponsored

SRLN SSGA ACTIVE ETF TR6.7K shares-14.25%2026-06-302026-08-06

HLT HILTON WORLDWIDE HLDGS INC816 shares4.75%2026-06-302026-08-06

TSLA TESLA INC630 sharesnew addition2026-06-302026-08-06

MCD MCDONALDS CORP980 shares2.94%2026-06-302026-08-06

VOT VANGUARD INDEX FDS860 shares-6.52%2026-06-302026-08-06

RDDT REDDIT INC1.5K shares-30.06%2026-06-302026-08-06

IBKR INTERACTIVE BROKERS GROUP IN3.0K shares-3.66%2026-06-302026-08-06

DBEF DBX ETF TR4.7K shares0.32%2026-06-302026-08-06

Sponsored

DON WISDOMTREE TR4.5K shares-4.59%2026-06-302026-08-06

FTMH PUTNAM ETF TRUST21.5K shares0.00%2026-06-302026-08-06

TOTL SSGA ACTIVE ETF TR6.4K shares-15.21%2026-06-302026-08-06

BHK BLACKROCK CORE BD TR27.1K shares-6.84%2026-06-302026-08-06

IWP ISHARES TR1.7K shares-7.85%2026-06-302026-08-06

SNY SANOFI SA5.6K shares-2.64%2026-06-302026-08-06

VNQ VANGUARD INDEX FDS2.5K shares-1.17%2026-06-302026-08-06

INTC INTEL CORP1.7K sharesnew addition2026-06-302026-08-06

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION246 sharesnew addition2026-06-302026-08-06

FLOT ISHARES TR4.4K shares11.14%2026-06-302026-08-06

PHM PULTE GROUP INC1.6K shares-31.19%2026-06-302026-08-06

USHY ISHARES TR6.1K shares-8.08%2026-06-302026-08-06

SW SMURFIT WESTROCK PLC4.8K shares-31.70%2026-06-302026-08-06

QQQJ INVESCO EXCH TRADED FD TR II4.8K sharesnew addition2026-06-302026-08-06

GD GENERAL DYNAMICS CORP615 sharesnew addition2026-06-302026-08-06

RDVY FIRST TR EXCHANGE TRADED FD2.6K sharesnew addition2026-06-302026-08-06

Sponsored

DIA STATE STR SPDR DOW JONES IND401 sharesnew addition2026-06-302026-08-06

AMCOR PLC AMCOR PLC4.8K sharesnew addition2026-06-302026-08-06

TEMPUS AI INC TEMPUS AI INC3.5K shares-31.28%2026-06-302026-08-06

XLF SELECT SECTOR SPDR TR3.8K sharesnew addition2026-06-302026-08-06

LADR LADDER CAP CORP16.6K sharesnew addition2026-06-302026-08-06

NVDA

NVIDIA CORPORATION

2.63%

Shares167.3K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.15%

Shares46.2K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

3.49%

Shares68.7K

Event2026-06-30

Filed2026-08-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares24

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

3.17%

Shares44.1K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

1.79%

Shares179.3K

Event2026-06-30

Filed2026-08-06

VISA INC

-0.29%

Shares38.3K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-3.29%

Shares33.4K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

250.44%

Shares83.3K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

0.08%

Shares30.4K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-4.16%

Shares10.5K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

0.62%

Shares30.6K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

-2.36%

Shares10.2K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

-0.33%

Shares64.2K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

0.94%

Shares38.1K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

6.36%

Shares19.7K

Event2026-06-30

Filed2026-08-06

KMB

KIMBERLY-CLARK CORP

-0.06%

Shares62.4K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

-6.41%

Shares11.6K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

7.12%

Shares18.7K

Event2026-06-30

Filed2026-08-06

TIP

ISHARES TR

-9.55%

Shares56.3K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

-3.11%

Shares14.3K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

0.39%

Shares22.9K

Event2026-06-30

Filed2026-08-06

ASTRAZENECA PLC

-0.35%

Shares30.0K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

31.39%

Shares4.2K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

19.97%

Shares20.1K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-3.75%

Shares49.5K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

1.36%

Shares6.2K

Event2026-06-30

Filed2026-08-06

RSPT

INVESCO EXCHANGE TRADED FD T

10.72%

Shares72.0K

Event2026-06-30

Filed2026-08-06

VCSH

VANGUARD SCOTTSDALE FDS

7.00%

Shares57.8K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

-2.96%

Shares6.3K

Event2026-06-30

Filed2026-08-06

JCPB

J P MORGAN EXCHANGE TRADED F

8.03%

Shares94.0K

Event2026-06-30

Filed2026-08-06

NEM

NEWMONT CORP

0.22%

Shares46.5K

Event2026-06-30

Filed2026-08-06

WORLD GOLD TR

-0.31%

Shares53.4K

Event2026-06-30

Filed2026-08-06

CARR

CARRIER GLOBAL CORPORATION

-0.27%

Shares57.4K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

0.06%

Shares29.6K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD INTL EQUITY INDEX F

8.13%

Shares48.2K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

0.33%

Shares11.8K

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

0.04%

Shares7.5K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

-7.46%

Shares53.2K

Event2026-06-30

Filed2026-08-06

EFG

ISHARES TR

-4.01%

Shares30.3K

Event2026-06-30

Filed2026-08-06

GVI

ISHARES TR

-3.02%

Shares34.5K

Event2026-06-30

Filed2026-08-06

SUB

ISHARES TR

-5.09%

Shares33.9K

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

-2.90%

Shares25.1K

Event2026-06-30

Filed2026-08-06

BSV

VANGUARD BD INDEX FDS

7.31%

Shares45.0K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

1.23%

Shares21.1K

Event2026-06-30

Filed2026-08-06

BIL

SPDR SERIES TRUST

6.32%

Shares37.2K

Event2026-06-30

Filed2026-08-06

XYL

XYLEM INC

0.03%

Shares28.8K

Event2026-06-30

Filed2026-08-06

DTH

WISDOMTREE TR

0.87%

Shares62.7K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

-3.44%

Shares26.4K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

9.04%

Shares2.8K

Event2026-06-30

Filed2026-08-06

EFV

ISHARES TR

-0.39%

Shares44.0K

Event2026-06-30

Filed2026-08-06

FEOE

RBB FUND TRUST

10.01%

Shares62.9K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

21.69%

Shares37.8K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

-24.73%

Shares58.6K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

0.17%

Shares28.8K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

-3.30%

Shares20.6K

Event2026-06-30

Filed2026-08-06

SCHP

SCHWAB STRATEGIC TR

7.11%

Shares120.7K

Event2026-06-30

Filed2026-08-06

JPST

J P MORGAN EXCHANGE TRADED F

-18.72%

Shares62.4K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-35.04%

Shares29.6K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

1.73%

Shares37.2K

Event2026-06-30

Filed2026-08-06

OUST

OUSTER INC

285.30%

Shares44.4K

Event2026-06-30

Filed2026-08-06

URI

UNITED RENTALS INC

-3.45%

Shares2.4K

Event2026-06-30

Filed2026-08-06

BAB

INVESCO EXCH TRADED FD TR II

-6.57%

Shares101.4K

Event2026-06-30

Filed2026-08-06

PVAL

PUTNAM ETF TRUST

-2.19%

Shares52.7K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

269.37%

Shares32.9K

Event2026-06-30

Filed2026-08-06

MAR

MARRIOTT INTL INC NEW

-0.13%

Shares7.1K

Event2026-06-30

Filed2026-08-06

VMC

VULCAN MATLS CO

-2.74%

Shares8.9K

Event2026-06-30

Filed2026-08-06

NVS

NOVARTIS AG

-2.11%

Shares16.7K

Event2026-06-30

Filed2026-08-06

NEAR

ISHARES U S ETF TR

-19.55%

Shares51.4K

Event2026-06-30

Filed2026-08-06

IDEXX LABS INC

-4.18%

Shares4.9K

Event2026-06-30

Filed2026-08-06

IXN

ISHARES TR

-4.15%

Shares17.4K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

-10.53%

Shares7.3K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

15.24%

Shares2.3K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

-8.74%

Shares7.6K

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHN CORP

-1.28%

Shares7.4K

Event2026-06-30

Filed2026-08-06

SHY

ISHARES TR

5.41%

Shares27.6K

Event2026-06-30

Filed2026-08-06

BIV

VANGUARD BD INDEX FDS

-0.34%

Shares29.0K

Event2026-06-30

Filed2026-08-06

ALLW

SSGA ACTIVE TR

153.42%

Shares74.9K

Event2026-06-30

Filed2026-08-06

QAI

NEW YORK LIFE INVESTMENTS ET

-6.35%

Shares58.1K

Event2026-06-30

Filed2026-08-06

PNFP

PINNACLE FINL PARTNERS INC

6.28%

Shares20.8K

Event2026-06-30

Filed2026-08-06

MUNI

PIMCO ETF TR

-6.37%

Shares39.2K

Event2026-06-30

Filed2026-08-06

ECL

ECOLAB INC

-2.21%

Shares7.4K

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER TR

3.38%

Shares37.7K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

-4.78%

Shares5.4K

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

2.70%

Shares54.1K

Event2026-06-30

Filed2026-08-06

FRDM

EA SERIES TRUST

-4.14%

Shares26.7K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

-32.87%

Shares34.1K

Event2026-06-30

Filed2026-08-06

BOND

PIMCO ETF TR

3.18%

Shares20.9K

Event2026-06-30

Filed2026-08-06

WMB

WILLIAMS COS INC

2.23%

Shares25.9K

Event2026-06-30

Filed2026-08-06

FPE

FIRST TR EXCH TRADED FD III

-4.21%

Shares103.4K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP

-6.90%

Shares3.6K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

-8.06%

Shares1.6K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

-11.29%

Shares6.5K

Event2026-06-30

Filed2026-08-06

LMBS

FIRST TR EXCHANGE-TRADED FD

-7.45%

Shares36.4K

Event2026-06-30

Filed2026-08-06

REGIONS FINANCIAL CORP NEW

0.16%

Shares59.4K

Event2026-06-30

Filed2026-08-06

AT&T INC

-3.83%

Shares86.6K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

-4.41%

Shares13.2K

Event2026-06-30

Filed2026-08-06

DJP

BARCLAYS BANK PLC

-18.54%

Shares40.6K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

-14.53%

Shares16.4K

Event2026-06-30

Filed2026-08-06

FANG

DIAMONDBACK ENERGY INC

-1.21%

Shares10.0K

Event2026-06-30

Filed2026-08-06

FNDF

SCHWAB STRATEGIC TR

4.20%

Shares33.3K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

6.08%

Shares12.0K

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC

-0.68%

Shares24.3K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

-1.64%

Shares8.0K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

7.89%

Shares13.5K

Event2026-06-30

Filed2026-08-06

XLC

SELECT SECTOR SPDR TR

-13.17%

Shares15.4K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

-22.19%

Shares6.9K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

-3.42%

Shares8.8K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

-0.56%

Shares15.6K

Event2026-06-30

Filed2026-08-06

SOLS

SOLSTICE ADVANCED MATLS INC

4.78%

Shares17.9K

Event2026-06-30

Filed2026-08-06

MTBA

SIMPLIFY EXCHANGE TRADED FUN

-18.42%

Shares31.9K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

-2.10%

Shares9.4K

Event2026-06-30

Filed2026-08-06

ISRG

INTUITIVE SURGICAL INC

-9.28%

Shares3.8K

Event2026-06-30

Filed2026-08-06

ENB

ENBRIDGE INC

-0.24%

Shares28.1K

Event2026-06-30

Filed2026-08-06

CSM

PROSHARES TR

-23.49%

Shares17.6K

Event2026-06-30

Filed2026-08-06

FPX

FIRST TR EXCHANGE-TRADED FD

-0.43%

Shares7.3K

Event2026-06-30

Filed2026-08-06

SPMO

INVESCO EXCH TRADED FD TR II

-5.53%

Shares8.9K

Event2026-06-30

Filed2026-08-06

BILS

SPDR SERIES TRUST

-29.65%

Shares14.5K

Event2026-06-30

Filed2026-08-06

IJT

ISHARES TR

5.97%

Shares8.0K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

5.09%

Shares9.3K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

6.60%

Shares19.6K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

223.81%

Shares3.2K

Event2026-06-30

Filed2026-08-06

HDV

ISHARES TR

439.30%

Shares49.4K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

0.88%

Shares7.6K

Event2026-06-30

Filed2026-08-06

CWB

SPDR SERIES TRUST

-4.43%

Shares11.9K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

1.05%

Shares14.0K

Event2026-06-30

Filed2026-08-06

TFC

TRUIST FINL CORP

4.23%

Shares25.6K

Event2026-06-30

Filed2026-08-06

BUCK

SIMPLIFY EXCHANGE TRADED FUN

219.06%

Shares54.3K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

3.60%

Shares30.0K

Event2026-06-30

Filed2026-08-06

ALAB

ASTERA LABS INC

-23.73%

Shares2.6K

Event2026-06-30

Filed2026-08-06

SPHD

INVESCO EXCH TRADED FD TR II

-0.43%

Shares24.1K

Event2026-06-30

Filed2026-08-06

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

64.76%

Shares65.8K

Event2026-06-30

Filed2026-08-06

WDC

WESTERN DIGITAL CORP

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

XMMO

INVESCO EXCHANGE TRADED FD T

2.14%

Shares7.1K

Event2026-06-30

Filed2026-08-06

IJK

ISHARES TR

-1.84%

Shares10.2K

Event2026-06-30

Filed2026-08-06

FTLS

FIRST TR EXCH TRADED FD III

-11.78%

Shares16.0K

Event2026-06-30

Filed2026-08-06

VCIT

VANGUARD SCOTTSDALE FDS

-17.97%

Shares14.3K

Event2026-06-30

Filed2026-08-06

SPYI

NEOS ETF TRUST

56.55%

Shares22.1K

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

New

Shares511

Event2026-06-30

Filed2026-08-06

ACWI

ISHARES TR

-7.01%

Shares7.4K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

54.64%

Shares3.1K

Event2026-06-30

Filed2026-08-06

VIGI

VANGUARD WHITEHALL FDS

-3.66%

Shares12.2K

Event2026-06-30

Filed2026-08-06

DOV

DOVER CORP

-0.75%

Shares5.0K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL-MYERS SQUIBB CO

-14.49%

Shares19.1K

Event2026-06-30

Filed2026-08-06

AZO

AUTOZONE INC

-7.38%

Shares339

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

-3.32%

Shares2.6K

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS CO

New

Shares3.1K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

CIEN

CIENA CORP

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

-8.90%

Shares4.2K

Event2026-06-30

Filed2026-08-06

DOMINION ENERGY INC

-1.38%

Shares14.9K

Event2026-06-30

Filed2026-08-06

RSG

REPUBLIC SVCS INC

-3.82%

Shares4.8K

Event2026-06-30

Filed2026-08-06

COHR

COHERENT CORP

New

Shares2.6K

Event2026-06-30

Filed2026-08-06

FIX

COMFORT SYS USA INC

37.98%

Shares505

Event2026-06-30

Filed2026-08-06

CNI

CANADIAN NATL RY CO

0.02%

Shares8.3K

Event2026-06-30

Filed2026-08-06

ADSK

AUTODESK INC

-26.66%

Shares5.0K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.74%

Shares2.0K

Event2026-06-30

Filed2026-08-06

ECG

EVERUS CONSTR GROUP

New

Shares5.9K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

-11.18%

Shares4.4K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

29.43%

Shares10.1K

Event2026-06-30

Filed2026-08-06

CRWV

COREWEAVE INC

New

Shares9.5K

Event2026-06-30

Filed2026-08-06

IUSV

ISHARES TR

-2.70%

Shares8.5K

Event2026-06-30

Filed2026-08-06

VGIT

VANGUARD SCOTTSDALE FDS

1.85%

Shares15.8K

Event2026-06-30

Filed2026-08-06

VEEV

VEEVA SYS INC

-29.81%

Shares5.3K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

3.72%

Shares2.5K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

-8.39%

Shares4.2K

Event2026-06-30

Filed2026-08-06

HST

HOST HOTELS & RESORTS INC

-1.72%

Shares38.1K

Event2026-06-30

Filed2026-08-06

IGV

ISHARES TR

-13.01%

Shares9.9K

Event2026-06-30

Filed2026-08-06

BLOOM ENERGY CORP

-0.38%

Shares2.9K

Event2026-06-30

Filed2026-08-06

LUMENTUM HLDGS INC

21.36%

Shares1.0K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

-18.44%

Shares2.1K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

9.93%

Shares6.0K

Event2026-06-30

Filed2026-08-06

JPUS

J P MORGAN EXCHANGE TRADED F

-18.19%

Shares5.9K

Event2026-06-30

Filed2026-08-06

IEI

ISHARES TR

0.16%

Shares7.1K

Event2026-06-30

Filed2026-08-06

BBJP

J P MORGAN EXCHANGE TRADED F

22.13%

Shares10.6K

Event2026-06-30

Filed2026-08-06

HCA

HCA HEALTHCARE INC

160.41%

Shares2.1K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

4.35%

Shares2.3K

Event2026-06-30

Filed2026-08-06

VSS

VANGUARD INTL EQUITY INDEX F

15.16%

Shares5.1K

Event2026-06-30

Filed2026-08-06

ALC

ALCON AG

-11.89%

Shares11.7K

Event2026-06-30

Filed2026-08-06

BJS WHSL CLUB HLDGS INC

-31.93%

Shares8.9K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares3.3K

Event2026-06-30

Filed2026-08-06

IWV

ISHARES TR

5.51%

Shares1.7K

Event2026-06-30

Filed2026-08-06

JQUA

J P MORGAN EXCHANGE TRADED F

2.29%

Shares10.1K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares3.3K

Event2026-06-30

Filed2026-08-06

ROL

ROLLINS INC

14.81%

Shares17.1K

Event2026-06-30

Filed2026-08-06

JMOM

J P MORGAN EXCHANGE TRADED F

0.00%

Shares8.3K

Event2026-06-30

Filed2026-08-06

FMDE

FIDELITY COVINGTON TRUST

32.56%

Shares17.5K

Event2026-06-30

Filed2026-08-06

AWK

AMERICAN WTR WKS CO INC NEW

-6.21%

Shares5.2K

Event2026-06-30

Filed2026-08-06

ATO

ATMOS ENERGY CORP

33.74%

Shares3.9K

Event2026-06-30

Filed2026-08-06

JVAL

J P MORGAN EXCHANGE TRADED F

-0.94%

Shares11.5K

Event2026-06-30

Filed2026-08-06

SELECT SECTOR SPDR TR

7.92%

Shares14.9K

Event2026-06-30

Filed2026-08-06

BFLY

BUTTERFLY NETWORK INC

New

Shares77.2K

Event2026-06-30

Filed2026-08-06

FMB

FIRST TR EXCH TRADED FD III

0.00%

Shares12.5K

Event2026-06-30

Filed2026-08-06

TEL

TE CONNECTIVITY PLC

44.75%

Shares3.2K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-06

MELI

MERCADOLIBRE INC

30.25%

Shares366

Event2026-06-30

Filed2026-08-06

AMRZ

AMRIZE LTD

-21.23%

Shares11.6K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

6.26%

Shares1.2K

Event2026-06-30

Filed2026-08-06

IGM

ISHARES TR

-7.84%

Shares3.8K

Event2026-06-30

Filed2026-08-06

TLN

TALEN ENERGY CORP

New

Shares1.6K

Event2026-06-30

Filed2026-08-06

ICSH

ISHARES TR

29.67%

Shares11.9K

Event2026-06-30

Filed2026-08-06

STRL

STERLING INFRASTRUCTURE INC

New

Shares712

Event2026-06-30

Filed2026-08-06

MOD

MODINE MFG CO

New

Shares2.2K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

-18.46%

Shares1.7K

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

-21.74%

Shares3.7K

Event2026-06-30

Filed2026-08-06

POWL

POWELL INDS INC

137.70%

Shares2.0K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

1.85%

Shares5.5K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

-13.02%

Shares6.3K

Event2026-06-30

Filed2026-08-06

PLD

PROLOGIS INC.

7.75%

Shares4.2K

Event2026-06-30

Filed2026-08-06

VIK

VIKING HOLDINGS LTD

10.80%

Shares5.4K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

-31.40%

Shares3.8K

Event2026-06-30

Filed2026-08-06

VYMI

VANGUARD WHITEHALL FDS

-4.34%

Shares5.7K

Event2026-06-30

Filed2026-08-06

RMBS

RAMBUS INC DEL

New

Shares4.1K

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP

New

Shares1.8K

Event2026-06-30

Filed2026-08-06

UNM

UNUM GROUP

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-06

WEYERHAEUSER CO

-28.52%

Shares22.2K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

5.46%

Shares1.9K

Event2026-06-30

Filed2026-08-06

GOVT

ISHARES TR

-7.77%

Shares22.8K

Event2026-06-30

Filed2026-08-06

VTR

VENTAS INC

-0.80%

Shares5.8K

Event2026-06-30

Filed2026-08-06

DOLLAR GEN CORP

10.51%

Shares4.4K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

3.33%

Shares2.8K

Event2026-06-30

Filed2026-08-06

AIA

ISHARES TR

16.39%

Shares3.5K

Event2026-06-30

Filed2026-08-06

SPTM

SPDR SERIES TRUST

-13.93%

Shares5.4K

Event2026-06-30

Filed2026-08-06

STIP

ISHARES TR

11.67%

Shares4.8K

Event2026-06-30

Filed2026-08-06

SPDR SERIES TRUST

7.86%

Shares5.6K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

-30.97%

Shares2.9K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

27.73%

Shares1.8K

Event2026-06-30

Filed2026-08-06

TXUE

THORNBURG ETF TR

3.18%

Shares13.7K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

25.92%

Shares1.9K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

41.68%

Shares4.0K

Event2026-06-30

Filed2026-08-06

DNP

DNP SELECT INCOME FD INC

-2.14%

Shares43.0K

Event2026-06-30

Filed2026-08-06

MOAT

VANECK ETF TRUST

-11.05%

Shares4.4K

Event2026-06-30

Filed2026-08-06

CRBN

ISHARES TR

-0.50%

Shares1.8K

Event2026-06-30

Filed2026-08-06

TLT

ISHARES TR

-39.14%

Shares5.0K

Event2026-06-30

Filed2026-08-06

IBND

SPDR SERIES TRUST

-2.24%

Shares13.9K

Event2026-06-30

Filed2026-08-06

COIN

COINBASE GLOBAL INC

-52.85%

Shares3.0K

Event2026-06-30

Filed2026-08-06

IDV

ISHARES TR

0.56%

Shares10.4K

Event2026-06-30

Filed2026-08-06

EEM

ISHARES TR

40.88%

Shares6.2K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

23.52%

Shares1.4K

Event2026-06-30

Filed2026-08-06

TLTW

ISHARES TR

New

Shares18.8K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES TR

-8.45%

Shares4.3K

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

New

Shares970

Event2026-06-30

Filed2026-08-06

EME

EMCOR GROUP INC

New

Shares500

Event2026-06-30

Filed2026-08-06

TTEK

TETRA TECH INC NEW

-19.42%

Shares14.2K

Event2026-06-30

Filed2026-08-06

HWM

HOWMET AEROSPACE INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-06

EWJ

ISHARES INC

8.87%

Shares4.4K

Event2026-06-30

Filed2026-08-06

REGL

PROSHARES TR

2.02%

Shares4.4K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

57.40%

Shares713

Event2026-06-30

Filed2026-08-06

CHI

CALAMOS CONV OPPORTUNITIES &

0.00%

Shares29.2K

Event2026-06-30

Filed2026-08-06

EWA

ISHARES INC

-4.35%

Shares13.8K

Event2026-06-30

Filed2026-08-06

SJNK

SPDR SERIES TRUST

-27.92%

Shares15.2K

Event2026-06-30

Filed2026-08-06

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-06

SARO

STANDARDAERO INC

New

Shares12.4K

Event2026-06-30

Filed2026-08-06

FSLR

FIRST SOLAR INC

12.24%

Shares1.6K

Event2026-06-30

Filed2026-08-06

JIRE

J P MORGAN EXCHANGE TRADED F

-11.13%

Shares4.5K

Event2026-06-30

Filed2026-08-06

SRE

SEMPRA

-10.66%

Shares3.9K

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

New

Shares368

Event2026-06-30

Filed2026-08-06

KTOS

KRATOS DEFENSE & SEC SOLUTIO

New

Shares7.2K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

477.86%

Shares4.1K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

-22.39%

Shares520

Event2026-06-30

Filed2026-08-06

AME

AMETEK INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-06

WWD

WOODWARD INC

New

Shares824

Event2026-06-30

Filed2026-08-06

BNDX

VANGUARD CHARLOTTE FDS

2.26%

Shares7.2K

Event2026-06-30

Filed2026-08-06

HUBB

HUBBELL INC

New

Shares669

Event2026-06-30

Filed2026-08-06

MAA

MID-AMER APT CMNTYS INC

-10.35%

Shares2.5K

Event2026-06-30

Filed2026-08-06

TDG

TRANSDIGM GROUP INC

New

Shares262

Event2026-06-30

Filed2026-08-06

USA

LIBERTY ALL STAR EQUITY FD

-5.87%

Shares60.0K

Event2026-06-30

Filed2026-08-06

IGSB

ISHARES TR

-5.18%

Shares6.6K

Event2026-06-30

Filed2026-08-06

KGS

KODIAK GAS SVCS INC

New

Shares4.5K

Event2026-06-30

Filed2026-08-06

HEI

HEICO CORP NEW

New

Shares950

Event2026-06-30

Filed2026-08-06

ITT

ITT INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-06

EWP

ISHARES INC

-21.49%

Shares5.6K

Event2026-06-30

Filed2026-08-06

HDEF

DBX ETF TR

-15.01%

Shares10.3K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

-16.54%

Shares4.4K

Event2026-06-30

Filed2026-08-06

FERG

FERGUSON ENTERPRISES INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

ULS

UL SOLUTIONS INC

New

Shares3.2K

Event2026-06-30

Filed2026-08-06

CURTISS WRIGHT CORP

New

Shares428

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

AMERICOLD REALTY TRUST INC

-3.40%

Shares20.6K

Event2026-06-30

Filed2026-08-06

AVT

AVNET INC

New

Shares3.6K

Event2026-06-30

Filed2026-08-06

EELV

INVESCO EXCH TRADED FD TR II

-0.48%

Shares11.3K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

3.84%

Shares4.3K

Event2026-06-30

Filed2026-08-06

ALLISON TRANSMISSION HLDGS I

New

Shares2.7K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

15.45%

Shares1.5K

Event2026-06-30

Filed2026-08-06

BWA

BORGWARNER INC

New

Shares4.6K

Event2026-06-30

Filed2026-08-06

IEF

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-06

CSL

CARLISLE COS INC

0.24%

Shares837

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares10.3K

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

-25.52%

Shares3.8K

Event2026-06-30

Filed2026-08-06

NXP SEMICONDUCTORS N V

-4.82%

Shares1.0K

Event2026-06-30

Filed2026-08-06

SFNC

SIMMONS FIRST NATL CORP

0.21%

Shares12.1K

Event2026-06-30

Filed2026-08-06

STLD

STEEL DYNAMICS INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-06

QYLD

GLOBAL X FDS

5.13%

Shares14.8K

Event2026-06-30

Filed2026-08-06

SRLN

SSGA ACTIVE ETF TR

-14.25%

Shares6.7K

Event2026-06-30

Filed2026-08-06

HLT

HILTON WORLDWIDE HLDGS INC

4.75%

Shares816

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

New

Shares630

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

2.94%

Shares980

Event2026-06-30

Filed2026-08-06

VOT

VANGUARD INDEX FDS

-6.52%

Shares860

Event2026-06-30

Filed2026-08-06

RDDT

REDDIT INC

-30.06%

Shares1.5K

Event2026-06-30

Filed2026-08-06

IBKR

INTERACTIVE BROKERS GROUP IN

-3.66%

Shares3.0K

Event2026-06-30

Filed2026-08-06

DBEF

DBX ETF TR

0.32%

Shares4.7K

Event2026-06-30

Filed2026-08-06

DON

WISDOMTREE TR

-4.59%

Shares4.5K

Event2026-06-30

Filed2026-08-06

FTMH

PUTNAM ETF TRUST

0.00%

Shares21.5K

Event2026-06-30

Filed2026-08-06

TOTL

SSGA ACTIVE ETF TR

-15.21%

Shares6.4K

Event2026-06-30

Filed2026-08-06

BHK

BLACKROCK CORE BD TR

-6.84%

Shares27.1K

Event2026-06-30

Filed2026-08-06

IWP

ISHARES TR

-7.85%

Shares1.7K

Event2026-06-30

Filed2026-08-06

SNY

SANOFI SA

-2.64%

Shares5.6K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

-1.17%

Shares2.5K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

New

Shares1.7K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

New

Shares246

Event2026-06-30

Filed2026-08-06

FLOT

ISHARES TR

11.14%

Shares4.4K

Event2026-06-30

Filed2026-08-06

PHM

PULTE GROUP INC

-31.19%

Shares1.6K

Event2026-06-30

Filed2026-08-06

USHY

ISHARES TR

-8.08%

Shares6.1K

Event2026-06-30

Filed2026-08-06

SMURFIT WESTROCK PLC

-31.70%

Shares4.8K

Event2026-06-30

Filed2026-08-06

QQQJ

INVESCO EXCH TRADED FD TR II

New

Shares4.8K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

New

Shares615

Event2026-06-30

Filed2026-08-06

RDVY

FIRST TR EXCHANGE TRADED FD

New

Shares2.6K

Event2026-06-30

Filed2026-08-06

DIA

STATE STR SPDR DOW JONES IND

New

Shares401

Event2026-06-30

Filed2026-08-06

AMCOR PLC

New

Shares4.8K

Event2026-06-30

Filed2026-08-06

TEMPUS AI INC

-31.28%

Shares3.5K

Event2026-06-30

Filed2026-08-06

XLF

SELECT SECTOR SPDR TR

New

Shares3.8K

Event2026-06-30

Filed2026-08-06

LADR

LADDER CAP CORP

New

Shares16.6K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available