Sponsored

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

Currently, Peak Asset Management, LLC holds 147 types of securities in its portfolio with a total value $566.8M. In the most recent quarter, they have increased their positions in IEF (+124.3K shares, valued at $11.9M), CRM (+32.3K shares, valued at $6.0M), VNLA (+54.7K shares, valued at $2.7M); decreased their positions in N/A (-9.0K shares, valued at $2.6M), WFC (-11.9K shares, valued at $945.1K), BRK.A (-1 shares, valued at $718.1K); initiated new positions in IEF (+124.3K shares, valued at $11.9M), CRM (+32.3K shares, valued at $6.0M), ARW (+1.7K shares, valued at $250.3K).

1M P&L

+20.5M+4.02%

3M P&L

+20.5M+4.04%

HY P&L

+33.5M+6.74%

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/A161.1M

32.1%

2Software - Infrastructure55.4M

11.0%

3Consumer Electronics31.5M

6.3%

Top Industries by Stock Count

1N/A52 stocks

37.4%

2Software - Application6 stocks

4.3%

3Software - Infrastructure6 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC114.1K shares-1.51%2026-03-312026-05-15

ALPHABET INC ALPHABET INC92.6K shares-8.85%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO77.2K shares-2.45%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS385.3K shares0.78%2026-03-312026-05-15

MSFT MICROSOFT CORP59.2K shares1.45%2026-03-312026-05-15

BILS SPDR SERIES TRUST210.3K shares1.74%2026-03-312026-05-15

CSCO CISCO SYS INC239.0K shares-2.24%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR163.3K shares5.24%2026-03-312026-05-15

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T90.6K shares0.11%2026-03-312026-05-15

PCAR PACCAR INC145.7K shares-1.35%2026-03-312026-05-15

SPGI S&P GLOBAL INC39.2K shares2.84%2026-03-312026-05-15

V VISA INC54.7K shares1.27%2026-03-312026-05-15

SYK STRYKER CORPORATION49.7K shares0.91%2026-03-312026-05-15

EMR EMERSON ELEC CO114.9K shares-2.10%2026-03-312026-05-15

PJP INVESCO EXCHANGE TRADED FD T134.9K shares-1.42%2026-03-312026-05-15

FTNT FORTINET INC163.6K shares3.47%2026-03-312026-05-15

Sponsored

BKNG BOOKING HOLDINGS INC3.1K shares10.29%2026-03-312026-05-15

IEF ISHARES TR124.3K sharesnew addition2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR19.8K shares2.66%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T16.3K shares-1.40%2026-03-312026-05-15

ORCL ORACLE CORP70.8K shares1.20%2026-03-312026-05-15

COP CONOCOPHILLIPS74.7K shares-1.15%2026-03-312026-05-15

AVNM AMERICAN CENTY ETF TR125.0K shares5.22%2026-03-312026-05-15

DIS DISNEY WALT CO96.4K shares-0.93%2026-03-312026-05-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS15.3K shares2.94%2026-03-312026-05-15

VNLA JANUS DETROIT STR TR143.5K shares61.56%2026-03-312026-05-15

CVX CHEVRON CORPORATION29.4K shares-1.07%2026-03-312026-05-15

CRM SALESFORCE INC32.3K sharesnew addition2026-03-312026-05-15

IVV ISHARES TR8.4K shares-0.45%2026-03-312026-05-15

AMZN AMAZON COM INC25.2K shares-0.56%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 407.7K shares-12.40%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR58.1K shares1.63%2026-03-312026-05-15

Sponsored

IWM ISHARES TR16.4K shares-1.58%2026-03-312026-05-15

AMAT APPLIED MATLS INC11.8K shares-8.37%2026-03-312026-05-15

MA MASTERCARD INCORPORATED7.8K shares1.27%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION3.6K shares-6.82%2026-03-312026-05-15

PG PROCTER & GAMBLE CO24.9K shares-1.94%2026-03-312026-05-15

UNP UNION PAC CORP13.9K shares-1.15%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON11.8K shares-1.50%2026-03-312026-05-15

ADBE ADOBE INC11.7K shares198.11%2026-03-312026-05-15

Sponsored

ECL ECOLAB INC10.5K shares-4.04%2026-03-312026-05-15

SHY ISHARES TR33.7K shares-5.04%2026-03-312026-05-15

APH AMPHENOL CORP21.9K shares-0.83%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC38.2K shares22.05%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC28.8K shares-0.17%2026-03-312026-05-15

GLNG GOLAR LNG LTD49.0K shares-12.96%2026-03-312026-05-15

XOM EXXON MOBIL CORP15.3K shares-10.72%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC27.7K shares-21.00%2026-03-312026-05-15

Sponsored

RSG REPUBLIC SVCS INC10.9K shares0.00%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC4.8K shares2.86%2026-03-312026-05-15

ZM ZOOM COMMUNICATIONS INC29.2K shares7.90%2026-03-312026-05-15

BROADCOM INC BROADCOM INC7.4K shares-1.23%2026-03-312026-05-15

TCAF T ROWE PRICE ETF INC61.9K shares4.45%2026-03-312026-05-15

ALPHABET INC ALPHABET INC7.6K shares-8.90%2026-03-312026-05-15

SDY SPDR SERIES TRUST14.7K shares-0.35%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC17.0K shares-4.69%2026-03-312026-05-15

Sponsored

BMY BRISTOL-MYERS SQUIBB CO32.5K shares-2.80%2026-03-312026-05-15

VB VANGUARD INDEX FDS7.3K shares-3.65%2026-03-312026-05-15

SLB SLB LIMITED37.2K shares-1.90%2026-03-312026-05-15

QLTY GMO ETF TRUST50.5K shares-6.50%2026-03-312026-05-15

VO VANGUARD INDEX FDS6.3K shares-3.35%2026-03-312026-05-15

IJR ISHARES TR13.8K shares0.84%2026-03-312026-05-15

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC22.7K shares0.00%2026-03-312026-05-15

GBIL GOLDMAN SACHS ETF TR15.8K shares11.69%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORPORATION8.5K shares-9.57%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares-33.33%2026-03-312026-05-15

ABT ABBOTT LABORATORIES13.9K shares-0.36%2026-03-312026-05-15

PEP PEPSICO INC8.2K shares-10.84%2026-03-312026-05-15

WFC WELLS FARGO & CO14.8K shares-44.43%2026-03-312026-05-15

CSD INVESCO EXCHANGE TRADED FD T9.9K shares0.00%2026-03-312026-05-15

VTI VANGUARD INDEX FDS3.4K shares-4.09%2026-03-312026-05-15

INTU INTUIT2.4K shares0.26%2026-03-312026-05-15

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC2.7K shares-5.69%2026-03-312026-05-15

IEI ISHARES TR7.7K shares18.52%2026-03-312026-05-15

META META PLATFORMS INC1.6K shares31.98%2026-03-312026-05-15

SMH VANECK ETF TRUST2.4K shares-1.00%2026-03-312026-05-15

KO COCA COLA CO11.6K shares0.16%2026-03-312026-05-15

GLW CORNING INC6.3K shares-7.38%2026-03-312026-05-15

QCOM QUALCOMM INC6.4K shares-1.15%2026-03-312026-05-15

EFA ISHARES TR8.4K shares0.00%2026-03-312026-05-15

Sponsored

LOW LOWES COS INC3.4K shares0.00%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS3.1K shares0.00%2026-03-312026-05-15

MINT PIMCO ETF TR6.9K shares0.00%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR11.1K shares0.00%2026-03-312026-05-15

DE DEERE & CO1.1K shares0.81%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS9.8K shares0.52%2026-03-312026-05-15

AMTM AMENTUM HOLDINGS INC24.0K shares0.00%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.1K shares-42.89%2026-03-312026-05-15

Sponsored

GE AEROSPACE GE AEROSPACE2.1K shares-0.67%2026-03-312026-05-15

PGR PROGRESSIVE CORP3.0K shares0.00%2026-03-312026-05-15

WMT WALMART INC4.7K shares0.80%2026-03-312026-05-15

PYLD PIMCO ETF TR21.9K shares49.41%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F10.6K shares-0.96%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC1.9K shares0.00%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR20.5K shares17.01%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC1.9K shares0.00%2026-03-312026-05-15

Sponsored

EW EDWARDS LIFESCIENCES CORP6.2K shares0.00%2026-03-312026-05-15

BIL SPDR SERIES TRUST5.3K shares-8.50%2026-03-312026-05-15

PFE PFIZER INC16.7K shares-36.58%2026-03-312026-05-15

HON HONEYWELL INTL INC2.1K shares0.00%2026-03-312026-05-15

TXN TEXAS INSTRS INC2.4K shares0.00%2026-03-312026-05-15

CHD CHURCH & DWIGHT CO INC4.9K shares-7.53%2026-03-312026-05-15

USB US BANCORP8.7K shares0.00%2026-03-312026-05-15

IJH ISHARES TR6.7K shares-8.25%2026-03-312026-05-15

Sponsored

LH LABCORP HOLDINGS INC1.6K shares-7.56%2026-03-312026-05-15

INTC INTEL CORP9.8K shares0.00%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC2.8K shares6.16%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR16.5K shares12.20%2026-03-312026-05-15

NEE NEXTERA ENERGY INC4.3K shares0.37%2026-03-312026-05-15

MCD MCDONALDS CORP1.2K shares-3.66%2026-03-312026-05-15

TJX TJX COS INC NEW2.4K shares-0.76%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND798 shares-1.24%2026-03-312026-05-15

Sponsored

GLD SPDR GOLD TR850 shares0.00%2026-03-312026-05-15

FLXR TCW ETF TRUST9.1K shares35.25%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC370 shares-6.33%2026-03-312026-05-15

IWN ISHARES TR1.8K shares0.00%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN2.2K shares0.42%2026-03-312026-05-15

HD HOME DEPOT INC1.0K shares-0.87%2026-03-312026-05-15

EEM ISHARES TR5.9K shares0.00%2026-03-312026-05-15

LII LENNOX INTL INC700 shares0.00%2026-03-312026-05-15

Sponsored

RY ROYAL BK CDA2.0K shares0.00%2026-03-312026-05-15

XEL XCEL ENERGY INC4.0K shares-41.49%2026-03-312026-05-15

NET CLOUDFLARE INC1.5K shares0.00%2026-03-312026-05-15

IXN ISHARES TR3.1K shares0.00%2026-03-312026-05-15

PECO PHILLIPS EDISON & CO INC8.2K shares0.00%2026-03-312026-05-15

GEV GE VERNOVA INC351 shares0.00%2026-03-312026-05-15

NVS NOVARTIS AG2.0K shares0.00%2026-03-312026-05-15

VUSB VANGUARD BD INDEX FDS6.1K shares0.00%2026-03-312026-05-15

Sponsored

MMM 3M CO2.0K shares-15.12%2026-03-312026-05-15

SPYG SPDR SERIES TRUST2.9K shares0.00%2026-03-312026-05-15

SNOW SNOWFLAKE INC1.9K shares-30.56%2026-03-312026-05-15

IWR ISHARES TR2.9K shares0.00%2026-03-312026-05-15

WY WEYERHAEUSER CO11.3K shares0.00%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR2.0K shares0.00%2026-03-312026-05-15

IJS ISHARES TR2.2K shares0.00%2026-03-312026-05-15

ZTS ZOETIS INC2.1K shares-6.37%2026-03-312026-05-15

Sponsored

ARW ARROW ELECTRS INC1.7K sharesnew addition2026-03-312026-05-15

BAC BANK AMERICA CORP5.0K shares0.00%2026-03-312026-05-15

AMGN AMGEN INC688 shares0.00%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC1.5K shares0.00%2026-03-312026-05-15

SOUTHSTATE BK CORP SOUTHSTATE BK CORP2.5K shares-19.19%2026-03-312026-05-15

NKE NIKE INC4.4K shares-7.30%2026-03-312026-05-15

VFC V F CORP13.2K shares0.00%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW685 shares-20.35%2026-03-312026-05-15

Sponsored

VBR VANGUARD INDEX FDS1.0K shares0.10%2026-03-312026-05-15

CAT CATERPILLAR INC312 sharesnew addition2026-03-312026-05-15

VV VANGUARD INDEX FDS673 sharesnew addition2026-03-312026-05-15

AAPL

APPLE INC

-1.51%

Shares114.1K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-8.85%

Shares92.6K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-2.45%

Shares77.2K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

0.78%

Shares385.3K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

1.45%

Shares59.2K

Event2026-03-31

Filed2026-05-15

BILS

SPDR SERIES TRUST

1.74%

Shares210.3K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-2.24%

Shares239.0K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

5.24%

Shares163.3K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.11%

Shares90.6K

Event2026-03-31

Filed2026-05-15

PCAR

PACCAR INC

-1.35%

Shares145.7K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

2.84%

Shares39.2K

Event2026-03-31

Filed2026-05-15

VISA INC

1.27%

Shares54.7K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

0.91%

Shares49.7K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

-2.10%

Shares114.9K

Event2026-03-31

Filed2026-05-15

PJP

INVESCO EXCHANGE TRADED FD T

-1.42%

Shares134.9K

Event2026-03-31

Filed2026-05-15

FTNT

FORTINET INC

3.47%

Shares163.6K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

10.29%

Shares3.1K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

New

Shares124.3K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

2.66%

Shares19.8K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-1.40%

Shares16.3K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

1.20%

Shares70.8K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

-1.15%

Shares74.7K

Event2026-03-31

Filed2026-05-15

AVNM

AMERICAN CENTY ETF TR

5.22%

Shares125.0K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-0.93%

Shares96.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

2.94%

Shares15.3K

Event2026-03-31

Filed2026-05-15

VNLA

JANUS DETROIT STR TR

61.56%

Shares143.5K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-1.07%

Shares29.4K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

New

Shares32.3K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-0.45%

Shares8.4K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-0.56%

Shares25.2K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

-12.40%

Shares7.7K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

1.63%

Shares58.1K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

-1.58%

Shares16.4K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-8.37%

Shares11.8K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

1.27%

Shares7.8K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-6.82%

Shares3.6K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-1.94%

Shares24.9K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-1.15%

Shares13.9K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-1.50%

Shares11.8K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

198.11%

Shares11.7K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

-4.04%

Shares10.5K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

-5.04%

Shares33.7K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

-0.83%

Shares21.9K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

22.05%

Shares38.2K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

-0.17%

Shares28.8K

Event2026-03-31

Filed2026-05-15

GLNG

GOLAR LNG LTD

-12.96%

Shares49.0K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-10.72%

Shares15.3K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

-21.00%

Shares27.7K

Event2026-03-31

Filed2026-05-15

RSG

REPUBLIC SVCS INC

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

2.86%

Shares4.8K

Event2026-03-31

Filed2026-05-15

ZOOM COMMUNICATIONS INC

7.90%

Shares29.2K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-1.23%

Shares7.4K

Event2026-03-31

Filed2026-05-15

TCAF

T ROWE PRICE ETF INC

4.45%

Shares61.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-8.90%

Shares7.6K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

-0.35%

Shares14.7K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-4.69%

Shares17.0K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

-2.80%

Shares32.5K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-3.65%

Shares7.3K

Event2026-03-31

Filed2026-05-15

SLB

SLB LIMITED

-1.90%

Shares37.2K

Event2026-03-31

Filed2026-05-15

QLTY

GMO ETF TRUST

-6.50%

Shares50.5K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-3.35%

Shares6.3K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

0.84%

Shares13.8K

Event2026-03-31

Filed2026-05-15

STANLEY BLACK & DECKER INC

0.00%

Shares22.7K

Event2026-03-31

Filed2026-05-15

GBIL

GOLDMAN SACHS ETF TR

11.69%

Shares15.8K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-9.57%

Shares8.5K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

-33.33%

Shares2

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-0.36%

Shares13.9K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-10.84%

Shares8.2K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-44.43%

Shares14.8K

Event2026-03-31

Filed2026-05-15

CSD

INVESCO EXCHANGE TRADED FD T

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-4.09%

Shares3.4K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

0.26%

Shares2.4K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-5.69%

Shares2.7K

Event2026-03-31

Filed2026-05-15

IEI

ISHARES TR

18.52%

Shares7.7K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

31.98%

Shares1.6K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

-1.00%

Shares2.4K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

0.16%

Shares11.6K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

-7.38%

Shares6.3K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-1.15%

Shares6.4K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-15

MINT

PIMCO ETF TR

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-15

DEERE & CO

0.81%

Shares1.1K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

0.52%

Shares9.8K

Event2026-03-31

Filed2026-05-15

AMTM

AMENTUM HOLDINGS INC

0.00%

Shares24.0K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

-42.89%

Shares3.1K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

-0.67%

Shares2.1K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

0.80%

Shares4.7K

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO ETF TR

49.41%

Shares21.9K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

-0.96%

Shares10.6K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

17.01%

Shares20.5K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

-8.50%

Shares5.3K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

-36.58%

Shares16.7K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-15

CHD

CHURCH & DWIGHT CO INC

-7.53%

Shares4.9K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-8.25%

Shares6.7K

Event2026-03-31

Filed2026-05-15

LABCORP HOLDINGS INC

-7.56%

Shares1.6K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

6.16%

Shares2.8K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

12.20%

Shares16.5K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

0.37%

Shares4.3K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-3.66%

Shares1.2K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

-0.76%

Shares2.4K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

-1.24%

Shares798

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

0.00%

Shares850

Event2026-03-31

Filed2026-05-15

FLXR

TCW ETF TRUST

35.25%

Shares9.1K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

-6.33%

Shares370

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

0.42%

Shares2.2K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-0.87%

Shares1.0K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-15

LII

LENNOX INTL INC

0.00%

Shares700

Event2026-03-31

Filed2026-05-15

ROYAL BK CDA

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

-41.49%

Shares4.0K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

IXN

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-15

PECO

PHILLIPS EDISON & CO INC

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

0.00%

Shares351

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

-15.12%

Shares2.0K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

-30.56%

Shares1.9K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

WEYERHAEUSER CO

0.00%

Shares11.3K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

IJS

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC

-6.37%

Shares2.1K

Event2026-03-31

Filed2026-05-15

ARW

ARROW ELECTRS INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

0.00%

Shares688

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

SOUTHSTATE BK CORP

-19.19%

Shares2.5K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

-7.30%

Shares4.4K

Event2026-03-31

Filed2026-05-15

VFC

V F CORP

0.00%

Shares13.2K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

-20.35%

Shares685

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

0.10%

Shares1.0K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

New

Shares312

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

New

Shares673

Event2026-03-31

Filed2026-05-15

Call Option Holdings

UNH Call CallUNITEDHEALTH GROUP INC100 shares0.00%2026-03-312026-05-15

UNH Call

UNITEDHEALTH GROUP INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-15

Put Option Holdings

No put option holdings data available