Sponsored
The Analysis of Penobscot Investment Management Company, Inc.'s Holdings & P&L
Currently, Penobscot Investment Management Company, Inc. holds 311 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in N/A (+50.1K shares, valued at $9.9M), INTU (+6.8K shares, valued at $2.9M), N/A (+9.0K shares, valued at $1.7M); decreased their positions in SPY (-4.0K shares, valued at $2.6M), BSX (-36.8K shares, valued at $2.3M), SPGI (-4.6K shares, valued at $2.0M); initiated new positions in N/A (+50.1K shares, valued at $9.9M), FENI (+42.5K shares, valued at $1.6M), CEG (+5.4K shares, valued at $1.5M).
1M P&L
+40.0M+3.16%
3M P&L
+61.5M+4.95%
HY P&L
+118.1M+9.96%
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/A154.4M
14.4%
2Semiconductors82.2M
7.7%
3Consumer Electronics73.2M
6.8%
Top Industries by Stock Count
1N/A78 stocks
27.9%
2Drug Manufacturers - General9 stocks
3.2%
3Specialty Industrial Machinery9 stocks
3.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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AAPL
-2.06%APPLE INC
Shares288.4K
Event2026-03-31
Filed2026-04-29
NVDA
-0.57%NVIDIA CORPORATION
Shares413.8K
Event2026-03-31
Filed2026-04-29
BROADCOM INC
-1.93%BROADCOM INC
Shares162.4K
Event2026-03-31
Filed2026-04-29
MSFT
-1.03%MICROSOFT CORP
Shares133.6K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
-3.93%ALPHABET INC
Shares145.1K
Event2026-03-31
Filed2026-04-29
JPM
-1.82%JPMORGAN CHASE & CO
Shares136.9K
Event2026-03-31
Filed2026-04-29
AMZN
1.14%AMAZON COM INC
Shares113.8K
Event2026-03-31
Filed2026-04-29
COST
4.35%COSTCO WHOLESALE CORPORATION
Shares23.7K
Event2026-03-31
Filed2026-04-29
SPY
-10.08%STATE STR SPDR S&P 500 ETF T
Shares35.6K
Event2026-03-31
Filed2026-04-29
V
-0.21%VISA INC
Shares73.7K
Event2026-03-31
Filed2026-04-29
APH
-0.40%AMPHENOL CORP
Shares172.1K
Event2026-03-31
Filed2026-04-29
INVESCO QQQ TR
-0.79%INVESCO QQQ TR
Shares37.3K
Event2026-03-31
Filed2026-04-29
NEE
-0.09%NEXTERA ENERGY INC
Shares211.2K
Event2026-03-31
Filed2026-04-29
PWR
0.28%QUANTA SVCS INC
Shares35.6K
Event2026-03-31
Filed2026-04-29
TJX
0.81%TJX COS INC NEW
Shares119.8K
Event2026-03-31
Filed2026-04-29
MA
-1.10%MASTERCARD INCORPORATED
Shares36.3K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
-2.26%ALPHABET INC
Shares61.7K
Event2026-03-31
Filed2026-04-29
FLRN
-2.10%SPDR SERIES TRUST
Shares559.9K
Event2026-03-31
Filed2026-04-29
ABBV
-0.88%ABBVIE INC
Shares76.4K
Event2026-03-31
Filed2026-04-29
SYK
2.75%STRYKER CORPORATION
Shares46.4K
Event2026-03-31
Filed2026-04-29
JNJ
0.60%JOHNSON & JOHNSON
Shares56.5K
Event2026-03-31
Filed2026-04-29
SHW
-4.89%SHERWIN WILLIAMS CO
Shares42.1K
Event2026-03-31
Filed2026-04-29
HD
-0.91%HOME DEPOT INC
Shares40.6K
Event2026-03-31
Filed2026-04-29
SMH
4.68%VANECK ETF TRUST
Shares32.3K
Event2026-03-31
Filed2026-04-29
ICE
-0.56%INTERCONTINENTAL EXCHANGE IN
Shares77.6K
Event2026-03-31
Filed2026-04-29
LLY
0.29%ELI LILLY & CO
Shares12.1K
Event2026-03-31
Filed2026-04-29
KLAC
0.20%KLA CORP
Shares7.5K
Event2026-03-31
Filed2026-04-29
META
-1.78%META PLATFORMS INC
Shares19.0K
Event2026-03-31
Filed2026-04-29
WMT
0.20%WALMART INC
Shares81.7K
Event2026-03-31
Filed2026-04-29
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares50.1K
Event2026-03-31
Filed2026-04-29
XOM
-1.24%EXXON MOBIL CORP
Shares57.8K
Event2026-03-31
Filed2026-04-29
DHR
-2.76%DANAHER CORP DEL
Shares51.0K
Event2026-03-31
Filed2026-04-29
CITIGROUP INC
15.50%CITIGROUP INC
Shares85.2K
Event2026-03-31
Filed2026-04-29
PG
-2.26%PROCTER & GAMBLE CO
Shares64.0K
Event2026-03-31
Filed2026-04-29
RTX
-2.38%RTX CORPORATION
Shares47.2K
Event2026-03-31
Filed2026-04-29
CSCO
-0.17%CISCO SYS INC
Shares116.0K
Event2026-03-31
Filed2026-04-29
FIX
5.57%COMFORT SYS USA INC
Shares6.5K
Event2026-03-31
Filed2026-04-29
FLOT
3.94%ISHARES TR
Shares174.0K
Event2026-03-31
Filed2026-04-29
ADP
-5.83%AUTOMATIC DATA PROCESSING IN
Shares43.1K
Event2026-03-31
Filed2026-04-29
BERKSHIRE HATHAWAY INC DEL
0.58%BERKSHIRE HATHAWAY INC DEL
Shares17.5K
Event2026-03-31
Filed2026-04-29
CVX
1.28%CHEVRON CORPORATION
Shares40.1K
Event2026-03-31
Filed2026-04-29
DE
2.85%DEERE & CO
Shares13.1K
Event2026-03-31
Filed2026-04-29
TMO
2.62%THERMO FISHER SCIENTIFIC INC
Shares14.0K
Event2026-03-31
Filed2026-04-29
LINDE PLC
5.98%LINDE PLC
Shares13.7K
Event2026-03-31
Filed2026-04-29
TRV
-1.08%TRAVELERS COMPANIES INC
Shares23.2K
Event2026-03-31
Filed2026-04-29
FN
2.66%FABRINET
Shares12.4K
Event2026-03-31
Filed2026-04-29
INTU
85.00%INTUIT
Shares14.8K
Event2026-03-31
Filed2026-04-29
ITW
-3.11%ILLINOIS TOOL WKS INC
Shares24.3K
Event2026-03-31
Filed2026-04-29
APD
-3.13%AIR PRODUCTS AND CHEMICALS I
Shares21.8K
Event2026-03-31
Filed2026-04-29
CAT
1.43%CATERPILLAR INC
Shares8.9K
Event2026-03-31
Filed2026-04-29
CTAS
-16.19%CINTAS CORP
Shares36.9K
Event2026-03-31
Filed2026-04-29
PEP
-13.07%PEPSICO INC
Shares39.8K
Event2026-03-31
Filed2026-04-29
IBDU
7.67%ISHARES TR
Shares262.9K
Event2026-03-31
Filed2026-04-29
AMAT
0.00%APPLIED MATLS INC
Shares17.6K
Event2026-03-31
Filed2026-04-29
AMGN
3.49%AMGEN INC
Shares17.0K
Event2026-03-31
Filed2026-04-29
IBDT
4.28%ISHARES TR
Shares233.8K
Event2026-03-31
Filed2026-04-29
SPGI
-25.10%S&P GLOBAL INC
Shares13.8K
Event2026-03-31
Filed2026-04-29
BAC
-0.10%BANK AMERICA CORP
Shares119.8K
Event2026-03-31
Filed2026-04-29
ARISTA NETWORKS INC
13.48%ARISTA NETWORKS INC
Shares47.4K
Event2026-03-31
Filed2026-04-29
UNH
-1.84%UNITEDHEALTH GROUP INC
Shares21.0K
Event2026-03-31
Filed2026-04-29
CASY
6.15%CASEYS GEN STORES INC
Shares7.5K
Event2026-03-31
Filed2026-04-29
GLW
-0.56%CORNING INC
Shares39.9K
Event2026-03-31
Filed2026-04-29
IBDS
1.78%ISHARES TR
Shares203.1K
Event2026-03-31
Filed2026-04-29
EFA
5.30%ISHARES TR
Shares48.7K
Event2026-03-31
Filed2026-04-29
BLACKROCK INC
2.75%BLACKROCK INC
Shares4.9K
Event2026-03-31
Filed2026-04-29
CMI
-2.35%CUMMINS INC
Shares8.7K
Event2026-03-31
Filed2026-04-29
OKE
1.07%ONEOK INC NEW
Shares49.8K
Event2026-03-31
Filed2026-04-29
GE AEROSPACE
14.48%GE AEROSPACE
Shares15.8K
Event2026-03-31
Filed2026-04-29
ABT
-5.86%ABBOTT LABORATORIES
Shares43.1K
Event2026-03-31
Filed2026-04-29
HEI
0.00%HEICO CORP NEW
Shares16.1K
Event2026-03-31
Filed2026-04-29
NVS
-0.11%NOVARTIS AG
Shares28.3K
Event2026-03-31
Filed2026-04-29
ISRG
3.40%INTUITIVE SURGICAL INC
Shares9.2K
Event2026-03-31
Filed2026-04-29
EEM
52.58%ISHARES TR
Shares74.0K
Event2026-03-31
Filed2026-04-29
URI
-1.82%UNITED RENTALS INC
Shares5.6K
Event2026-03-31
Filed2026-04-29
EMR
-1.04%EMERSON ELEC CO
Shares30.5K
Event2026-03-31
Filed2026-04-29
LAM RESEARCH CORP
14.22%LAM RESEARCH CORP
Shares18.5K
Event2026-03-31
Filed2026-04-29
PANW
-0.51%PALO ALTO NETWORKS INC
Shares24.5K
Event2026-03-31
Filed2026-04-29
DHI
-1.91%D R HORTON INC
Shares28.3K
Event2026-03-31
Filed2026-04-29
LMT
0.79%LOCKHEED MARTIN CORP
Shares6.4K
Event2026-03-31
Filed2026-04-29
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares6.2K
Event2026-03-31
Filed2026-04-29
MERCK & CO INC
-0.64%MERCK & CO INC
Shares31.4K
Event2026-03-31
Filed2026-04-29
CENTRAL BANCOMPANY
-5.70%CENTRAL BANCOMPANY
Shares157.2K
Event2026-03-31
Filed2026-04-29
UNP
-0.26%UNION PAC CORP
Shares15.4K
Event2026-03-31
Filed2026-04-29
ADI
1.93%ANALOG DEVICES INC
Shares11.6K
Event2026-03-31
Filed2026-04-29
CSX
0.00%CSX CORP
Shares89.2K
Event2026-03-31
Filed2026-04-29
RSG
1.57%REPUBLIC SVCS INC
Shares16.5K
Event2026-03-31
Filed2026-04-29
IBDV
20.86%ISHARES TR
Shares157.6K
Event2026-03-31
Filed2026-04-29
ASML
3.71%ASML HLDG NV
Shares2.6K
Event2026-03-31
Filed2026-04-29
TSM
3.64%TAIWAN SEMICONDUCTOR MANUFAC
Shares9.8K
Event2026-03-31
Filed2026-04-29
NDAQ
-2.03%NASDAQ INC
Shares38.7K
Event2026-03-31
Filed2026-04-29
IEFA
22.76%ISHARES TR
Shares35.2K
Event2026-03-31
Filed2026-04-29
MCD
-3.78%MCDONALDS CORP
Shares10.0K
Event2026-03-31
Filed2026-04-29
INVESCO EXCHANGE TRADED FD T
137.67%INVESCO EXCHANGE TRADED FD T
Shares15.5K
Event2026-03-31
Filed2026-04-29
CB
-2.91%CHUBB LTD SWITZ
Shares9.1K
Event2026-03-31
Filed2026-04-29
MAR
7.70%MARRIOTT INTL INC NEW
Shares9.0K
Event2026-03-31
Filed2026-04-29
AFL
-11.62%AFLAC INC
Shares26.0K
Event2026-03-31
Filed2026-04-29
PH
0.00%PARKER-HANNIFIN CORP
Shares3.2K
Event2026-03-31
Filed2026-04-29
HON
-5.05%HONEYWELL INTL INC
Shares12.3K
Event2026-03-31
Filed2026-04-29
CDNS
-4.04%CADENCE DESIGN SYSTEM INC
Shares9.9K
Event2026-03-31
Filed2026-04-29
DECK
1.31%DECKERS OUTDOOR CORP
Shares27.4K
Event2026-03-31
Filed2026-04-29
WEC ENERGY GROUP INC
-4.26%WEC ENERGY GROUP INC
Shares22.9K
Event2026-03-31
Filed2026-04-29
MDLZ
-4.08%MONDELEZ INTL INC
Shares45.5K
Event2026-03-31
Filed2026-04-29
IBDR
-4.35%ISHARES TR
Shares107.6K
Event2026-03-31
Filed2026-04-29
AXP
0.00%AMERICAN EXPRESS CO
Shares8.1K
Event2026-03-31
Filed2026-04-29
AZO
-16.24%AUTOZONE INC
Shares722
Event2026-03-31
Filed2026-04-29
ACCENTURE PLC IRELAND
-33.71%ACCENTURE PLC IRELAND
Shares12.3K
Event2026-03-31
Filed2026-04-29
CHD
-14.97%CHURCH & DWIGHT CO INC
Shares25.7K
Event2026-03-31
Filed2026-04-29
IBTI
-1.69%ISHARES TR
Shares106.5K
Event2026-03-31
Filed2026-04-29
NUE
-5.23%NUCOR CORP
Shares14.0K
Event2026-03-31
Filed2026-04-29
IWN
0.65%ISHARES TR
Shares12.4K
Event2026-03-31
Filed2026-04-29
TMUS
-6.70%T-MOBILE US INC
Shares10.9K
Event2026-03-31
Filed2026-04-29
LH
0.00%LABCORP HOLDINGS INC
Shares8.4K
Event2026-03-31
Filed2026-04-29
PFE
-1.04%PFIZER INC
Shares79.4K
Event2026-03-31
Filed2026-04-29
MS
0.00%MORGAN STANLEY
Shares13.5K
Event2026-03-31
Filed2026-04-29
KO
-3.75%COCA COLA CO
Shares28.3K
Event2026-03-31
Filed2026-04-29
SHY
3.21%ISHARES TR
Shares25.7K
Event2026-03-31
Filed2026-04-29
TT
0.00%TRANE TECHNOLOGIES PLC
Shares5.0K
Event2026-03-31
Filed2026-04-29
NOC
0.00%NORTHROP GRUMMAN CORP
Shares3.1K
Event2026-03-31
Filed2026-04-29
BKNG
12.84%BOOKING HOLDINGS INC
Shares492
Event2026-03-31
Filed2026-04-29
IBTH
-1.92%ISHARES TR
Shares92.0K
Event2026-03-31
Filed2026-04-29
MMM
-1.95%3M CO
Shares14.0K
Event2026-03-31
Filed2026-04-29
EFG
0.00%ISHARES TR
Shares18.3K
Event2026-03-31
Filed2026-04-29
LOW
1.81%LOWES COS INC
Shares8.5K
Event2026-03-31
Filed2026-04-29
IBHG
7.22%ISHARES TR
Shares89.4K
Event2026-03-31
Filed2026-04-29
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares8.1K
Event2026-03-31
Filed2026-04-29
ORCL
-0.30%ORACLE CORP
Shares13.3K
Event2026-03-31
Filed2026-04-29
TTEK
-8.65%TETRA TECH INC NEW
Shares63.0K
Event2026-03-31
Filed2026-04-29
IJR
-0.46%ISHARES TR
Shares15.1K
Event2026-03-31
Filed2026-04-29
DIS
-7.29%DISNEY WALT CO
Shares19.2K
Event2026-03-31
Filed2026-04-29
AMP
5.00%AMERIPRISE FINL INC
Shares3.9K
Event2026-03-31
Filed2026-04-29
ADBE
-9.04%ADOBE INC
Shares7.0K
Event2026-03-31
Filed2026-04-29
IBHH
236.90%ISHARES TR
Shares71.8K
Event2026-03-31
Filed2026-04-29
IBHI
437.81%ISHARES TR
Shares72.3K
Event2026-03-31
Filed2026-04-29
VTI
-9.51%VANGUARD INDEX FDS
Shares5.0K
Event2026-03-31
Filed2026-04-29
AVY
-2.59%AVERY DENNISON CORP
Shares9.3K
Event2026-03-31
Filed2026-04-29
DUKE ENERGY CORP NEW
0.33%DUKE ENERGY CORP NEW
Shares12.2K
Event2026-03-31
Filed2026-04-29
FENI
NewFIDELITY COVINGTON TRUST
Shares42.5K
Event2026-03-31
Filed2026-04-29
IWM
3.42%ISHARES TR
Shares6.3K
Event2026-03-31
Filed2026-04-29
ROK
-0.91%ROCKWELL AUTOMATION INC
Shares4.4K
Event2026-03-31
Filed2026-04-29
SPSB
1.01%SPDR SERIES TRUST
Shares52.0K
Event2026-03-31
Filed2026-04-29
PBE
0.00%INVESCO EXCHANGE TRADED FD T
Shares19.4K
Event2026-03-31
Filed2026-04-29
CEG
NewCONSTELLATION ENERGY CORP
Shares5.4K
Event2026-03-31
Filed2026-04-29
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares2
Event2026-03-31
Filed2026-04-29
IEI
-8.47%ISHARES TR
Shares12.1K
Event2026-03-31
Filed2026-04-29
IBDW
11.45%ISHARES TR
Shares67.7K
Event2026-03-31
Filed2026-04-29
IBTG
-1.60%ISHARES TR
Shares61.5K
Event2026-03-31
Filed2026-04-29
SBUX
0.00%STARBUCKS CORP
Shares15.3K
Event2026-03-31
Filed2026-04-29
T
0.00%AT&T INC
Shares46.3K
Event2026-03-31
Filed2026-04-29
EFX
0.00%EQUIFAX INC
Shares7.3K
Event2026-03-31
Filed2026-04-29
GEV
0.00%GE VERNOVA INC
Shares1.5K
Event2026-03-31
Filed2026-04-29
ECL
-3.94%ECOLAB INC
Shares4.8K
Event2026-03-31
Filed2026-04-29
NFLX
156.02%NETFLIX INC.
Shares13.0K
Event2026-03-31
Filed2026-04-29
WFC
-11.54%WELLS FARGO & CO
Shares15.3K
Event2026-03-31
Filed2026-04-29
CRS
0.00%CARPENTER TECHNOLOGY CORP
Shares3.0K
Event2026-03-31
Filed2026-04-29
PSX
1.26%PHILLIPS 66
Shares6.5K
Event2026-03-31
Filed2026-04-29
SCHB
-0.43%SCHWAB STRATEGIC TR
Shares46.7K
Event2026-03-31
Filed2026-04-29
CARR
-2.62%CARRIER GLOBAL CORPORATION
Shares20.7K
Event2026-03-31
Filed2026-04-29
INTC
-7.36%INTEL CORP
Shares26.2K
Event2026-03-31
Filed2026-04-29
VOOG
-6.56%VANGUARD ADMIRAL FDS INC
Shares2.8K
Event2026-03-31
Filed2026-04-29
PNC
-36.08%PNC FINL SVCS GROUP INC
Shares5.4K
Event2026-03-31
Filed2026-04-29
TXN
0.00%TEXAS INSTRS INC
Shares5.8K
Event2026-03-31
Filed2026-04-29
NKE
-5.79%NIKE INC
Shares20.7K
Event2026-03-31
Filed2026-04-29
MKC
-9.46%MCCORMICK & CO INC
Shares21.5K
Event2026-03-31
Filed2026-04-29
BSX
-68.13%BOSTON SCIENTIFIC CORP
Shares17.2K
Event2026-03-31
Filed2026-04-29
BAC-PL
0.00%BANK AMERICA CORP
Shares888
Event2026-03-31
Filed2026-04-29
EATON CORP PLC
0.00%EATON CORP PLC
Shares2.9K
Event2026-03-31
Filed2026-04-29
GLD
-3.22%SPDR GOLD TR
Shares2.4K
Event2026-03-31
Filed2026-04-29
TSLA
-3.49%TESLA INC
Shares2.8K
Event2026-03-31
Filed2026-04-29
STRL
0.00%STERLING INFRASTRUCTURE INC
Shares2.5K
Event2026-03-31
Filed2026-04-29
SOLSTICE ADVANCED MATLS INC
NewSOLSTICE ADVANCED MATLS INC
Shares13.0K
Event2026-03-31
Filed2026-04-29
STERIS PLC
0.00%STERIS PLC
Shares4.4K
Event2026-03-31
Filed2026-04-29
FAST
-10.39%FASTENAL CO
Shares20.7K
Event2026-03-31
Filed2026-04-29
ROL
-1.36%ROLLINS INC
Shares17.6K
Event2026-03-31
Filed2026-04-29
VZ
0.00%VERIZON COMMUNICATIONS INC
Shares18.2K
Event2026-03-31
Filed2026-04-29
ES
-6.68%EVERSOURCE ENERGY
Shares13.2K
Event2026-03-31
Filed2026-04-29
STZ
0.00%CONSTELLATION BRANDS INC
Shares6.0K
Event2026-03-31
Filed2026-04-29
USIG
-5.99%ISHARES TR
Shares17.3K
Event2026-03-31
Filed2026-04-29
IBIE
0.00%ISHARES TR
Shares33.5K
Event2026-03-31
Filed2026-04-29
NVMI
0.00%NOVA LTD
Shares2.0K
Event2026-03-31
Filed2026-04-29
CRM
-13.08%SALESFORCE INC
Shares4.5K
Event2026-03-31
Filed2026-04-29
IVV
-4.10%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-04-29
BMY
-5.49%BRISTOL-MYERS SQUIBB CO
Shares13.8K
Event2026-03-31
Filed2026-04-29
MET
0.00%METLIFE INC
Shares11.8K
Event2026-03-31
Filed2026-04-29
TD
0.00%TORONTO DOMINION BK ONT
Shares8.8K
Event2026-03-31
Filed2026-04-29
AMD
0.00%ADVANCED MICRO DEVICES INC
Shares3.8K
Event2026-03-31
Filed2026-04-29
EW
0.00%EDWARDS LIFESCIENCES CORP
Shares9.6K
Event2026-03-31
Filed2026-04-29
WTRG
0.00%ESSENTIAL UTILS INC
Shares19.0K
Event2026-03-31
Filed2026-04-29
VO
5.98%VANGUARD INDEX FDS
Shares2.6K
Event2026-03-31
Filed2026-04-29
XLK
0.00%SELECT SECTOR SPDR TR
Shares5.5K
Event2026-03-31
Filed2026-04-29
NVO
-18.60%NOVO-NORDISK A S
Shares19.5K
Event2026-03-31
Filed2026-04-29
GENERAL DYNAMICS CORP
-8.87%GENERAL DYNAMICS CORP
Shares2.1K
Event2026-03-31
Filed2026-04-29
A
-47.89%AGILENT TECHNOLOGIES INC
Shares5.9K
Event2026-03-31
Filed2026-04-29
LECO
0.00%LINCOLN ELEC HLDGS INC
Shares2.7K
Event2026-03-31
Filed2026-04-29
BDX
-5.97%BECTON DICKINSON & CO
Shares4.3K
Event2026-03-31
Filed2026-04-29
CW
0.00%CURTISS WRIGHT CORP
Shares980
Event2026-03-31
Filed2026-04-29
VLTO
-7.44%VERALTO CORP
Shares7.5K
Event2026-03-31
Filed2026-04-29
BRO
-51.60%BROWN & BROWN INC
Shares10.0K
Event2026-03-31
Filed2026-04-29
QNITY ELECTRONICS INC
-4.25%QNITY ELECTRONICS INC
Shares5.7K
Event2026-03-31
Filed2026-04-29
TSCO
-31.35%TRACTOR SUPPLY CO
Shares14.4K
Event2026-03-31
Filed2026-04-29
PFF
-5.30%ISHARES TR
Shares21.4K
Event2026-03-31
Filed2026-04-29
SLB
-0.20%SLB LIMITED
Shares12.4K
Event2026-03-31
Filed2026-04-29
FI
0.00%FISERV INC
Shares11.4K
Event2026-03-31
Filed2026-04-29
RPM
-21.70%RPM INTL INC
Shares6.3K
Event2026-03-31
Filed2026-04-29
RMD
8.89%RESMED INC
Shares2.7K
Event2026-03-31
Filed2026-04-29
VIG
0.92%VANGUARD SPECIALIZED FUNDS
Shares2.7K
Event2026-03-31
Filed2026-04-29
SYY
0.00%SYSCO CORP
Shares8.1K
Event2026-03-31
Filed2026-04-29
ALL
0.00%ALLSTATE CORP
Shares2.8K
Event2026-03-31
Filed2026-04-29
VANGUARD INDEX FDS
85.19%VANGUARD INDEX FDS
Shares963
Event2026-03-31
Filed2026-04-29
IWF
0.76%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-04-29
PM
0.00%PHILIP MORRIS INTL INC
Shares3.3K
Event2026-03-31
Filed2026-04-29
VGT
0.00%VANGUARD WORLD FD
Shares793
Event2026-03-31
Filed2026-04-29
AIT
0.00%APPLIED INDL TECHNOLOGIES IN
Shares2.1K
Event2026-03-31
Filed2026-04-29
COP
0.00%CONOCOPHILLIPS
Shares4.1K
Event2026-03-31
Filed2026-04-29
ROST
4.16%ROSS STORES INC
Shares2.5K
Event2026-03-31
Filed2026-04-29
AJG
-39.90%GALLAGHER ARTHUR J & CO
Shares2.5K
Event2026-03-31
Filed2026-04-29
DUPONT DE NEMOURS INC
-4.16%DUPONT DE NEMOURS INC
Shares11.6K
Event2026-03-31
Filed2026-04-29
AEP
0.00%AMERICAN ELEC PWR CO INC
Shares4.0K
Event2026-03-31
Filed2026-04-29
STANLEY BLACK & DECKER INC
0.00%STANLEY BLACK & DECKER INC
Shares7.2K
Event2026-03-31
Filed2026-04-29
KKR & CO INC
0.00%KKR & CO INC
Shares5.5K
Event2026-03-31
Filed2026-04-29
TGT
0.00%TARGET CORP
Shares4.1K
Event2026-03-31
Filed2026-04-29
VB
-18.60%VANGUARD INDEX FDS
Shares1.9K
Event2026-03-31
Filed2026-04-29
CINF
-6.11%CINCINNATI FINL CORP
Shares3.1K
Event2026-03-31
Filed2026-04-29
MCK
0.00%MCKESSON CORP
Shares555
Event2026-03-31
Filed2026-04-29
SO
0.00%SOUTHERN CO
Shares4.9K
Event2026-03-31
Filed2026-04-29
OTIS
0.00%OTIS WORLDWIDE CORP
Shares6.2K
Event2026-03-31
Filed2026-04-29
ULST
0.00%SSGA ACTIVE ETF TR
Shares11.7K
Event2026-03-31
Filed2026-04-29
USB
-24.09%US BANCORP
Shares9.0K
Event2026-03-31
Filed2026-04-29
LAMR
0.00%LAMAR ADVERTISING CO
Shares3.6K
Event2026-03-31
Filed2026-04-29
CTVA
-6.59%CORTEVA INC
Shares5.4K
Event2026-03-31
Filed2026-04-29
PCAR
0.00%PACCAR INC
Shares3.8K
Event2026-03-31
Filed2026-04-29
PPG
0.00%PPG INDS INC
Shares4.1K
Event2026-03-31
Filed2026-04-29
KMB
0.00%KIMBERLY-CLARK CORP
Shares4.4K
Event2026-03-31
Filed2026-04-29
ORLY
0.00%OREILLY AUTOMOTIVE INC
Shares4.6K
Event2026-03-31
Filed2026-04-29
MCO
0.00%MOODYS CORP
Shares965
Event2026-03-31
Filed2026-04-29
XLC
-13.18%SELECT SECTOR SPDR TR
Shares3.8K
Event2026-03-31
Filed2026-04-29
IWO
0.00%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-04-29
LHX
0.00%L3HARRIS TECHNOLOGIES INC
Shares1.2K
Event2026-03-31
Filed2026-04-29
IBMQ
23.53%ISHARES TR
Shares15.8K
Event2026-03-31
Filed2026-04-29
JBL
0.00%JABIL INC
Shares1.5K
Event2026-03-31
Filed2026-04-29
HDV
-34.44%ISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-04-29
MTD
0.00%METTLER TOLEDO INTERNATIONAL
Shares315
Event2026-03-31
Filed2026-04-29
GILD
-11.00%GILEAD SCIENCES INC
Shares2.8K
Event2026-03-31
Filed2026-04-29
DXJ
0.00%WISDOMTREE TR
Shares2.5K
Event2026-03-31
Filed2026-04-29
IDXX
0.00%IDEXX LABS INC
Shares705
Event2026-03-31
Filed2026-04-29
IHAK
-3.66%ISHARES TR
Shares9.0K
Event2026-03-31
Filed2026-04-29
GDX
0.00%VANECK ETF TRUST
Shares4.3K
Event2026-03-31
Filed2026-04-29
DIA
-1.18%STATE STR SPDR DOW JONES IND
Shares840
Event2026-03-31
Filed2026-04-29
WM
0.00%WASTE MGMT INC DEL
Shares1.7K
Event2026-03-31
Filed2026-04-29
SCHX
0.00%SCHWAB STRATEGIC TR
Shares14.9K
Event2026-03-31
Filed2026-04-29
VEA
0.00%VANGUARD TAX-MANAGED FDS
Shares5.9K
Event2026-03-31
Filed2026-04-29
MO
0.00%ALTRIA GROUP INC
Shares5.6K
Event2026-03-31
Filed2026-04-29
SUSA
34.05%ISHARES TR
Shares2.8K
Event2026-03-31
Filed2026-04-29
WST
0.00%WEST PHARMACEUTICAL SVSC INC
Shares1.4K
Event2026-03-31
Filed2026-04-29
BOH
0.00%BANK HAWAII CORP
Shares4.8K
Event2026-03-31
Filed2026-04-29
CMCSA
-16.84%COMCAST CORP NEW
Shares12.2K
Event2026-03-31
Filed2026-04-29
MSI
0.00%MOTOROLA SOLUTIONS INC
Shares799
Event2026-03-31
Filed2026-04-29
IJH
0.00%ISHARES TR
Shares5.1K
Event2026-03-31
Filed2026-04-29
DOV
0.00%DOVER CORP
Shares1.6K
Event2026-03-31
Filed2026-04-29
ROP
-70.94%ROPER TECHNOLOGIES INC
Shares953
Event2026-03-31
Filed2026-04-29
BND
0.00%VANGUARD BD INDEX FDS
Shares4.5K
Event2026-03-31
Filed2026-04-29
VCSH
24.34%VANGUARD SCOTTSDALE FDS
Shares4.2K
Event2026-03-31
Filed2026-04-29
LII
0.00%LENNOX INTL INC
Shares719
Event2026-03-31
Filed2026-04-29
UNILEVER PLC
0.00%UNILEVER PLC
Shares5.8K
Event2026-03-31
Filed2026-04-29
XLU
-16.83%SELECT SECTOR SPDR TR
Shares6.9K
Event2026-03-31
Filed2026-04-29
IBDX
0.00%ISHARES TR
Shares12.3K
Event2026-03-31
Filed2026-04-29
YUM
0.00%YUM BRANDS INC
Shares2.0K
Event2026-03-31
Filed2026-04-29
DAL
0.00%DELTA AIR LINES INC
Shares4.5K
Event2026-03-31
Filed2026-04-29
PAYX
-11.97%PAYCHEX INC
Shares3.2K
Event2026-03-31
Filed2026-04-29
D
0.00%DOMINION ENERGY INC
Shares4.7K
Event2026-03-31
Filed2026-04-29
BA
0.00%BOEING CO
Shares1.4K
Event2026-03-31
Filed2026-04-29
FDS
-1.49%FACTSET RESH SYS INC
Shares1.3K
Event2026-03-31
Filed2026-04-29
BLACKSTONE INC
0.00%BLACKSTONE INC
Shares2.4K
Event2026-03-31
Filed2026-04-29
BSV
0.00%VANGUARD BD INDEX FDS
Shares3.5K
Event2026-03-31
Filed2026-04-29
ZTS
-38.18%ZOETIS INC
Shares2.3K
Event2026-03-31
Filed2026-04-29
EPD
0.00%ENTERPRISE PRODS PARTNERS L
Shares7.3K
Event2026-03-31
Filed2026-04-29
CL
0.00%COLGATE PALMOLIVE CO
Shares3.2K
Event2026-03-31
Filed2026-04-29
DCI
0.00%DONALDSON INC
Shares3.2K
Event2026-03-31
Filed2026-04-29
WAT
NewWATERS CORP
Shares905
Event2026-03-31
Filed2026-04-29
IBMR
27.11%ISHARES TR
Shares10.6K
Event2026-03-31
Filed2026-04-29
IWD
0.00%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-04-29
XLV
5.84%SELECT SECTOR SPDR TR
Shares1.8K
Event2026-03-31
Filed2026-04-29
SDY
0.11%SPDR SERIES TRUST
Shares1.8K
Event2026-03-31
Filed2026-04-29
ED
0.00%CONSOLIDATED EDISON INC
Shares2.3K
Event2026-03-31
Filed2026-04-29
CLX
-10.36%CLOROX CO DEL
Shares2.5K
Event2026-03-31
Filed2026-04-29
IBB
0.00%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-04-29
IBMP
25.00%ISHARES TR
Shares10.0K
Event2026-03-31
Filed2026-04-29
WMB
0.00%WILLIAMS COS INC
Shares3.5K
Event2026-03-31
Filed2026-04-29
UTMD
0.00%UTAH MED PRODS INC
Shares4.0K
Event2026-03-31
Filed2026-04-29
BF.B
-6.72%BROWN FORMAN CORP
Shares9.4K
Event2026-03-31
Filed2026-04-29
REGN
0.00%REGENERON PHARMACEUTICALS
Shares320
Event2026-03-31
Filed2026-04-29
THE CIGNA GROUP
0.00%THE CIGNA GROUP
Shares918
Event2026-03-31
Filed2026-04-29
DFAS
0.00%DIMENSIONAL ETF TRUST
Shares3.4K
Event2026-03-31
Filed2026-04-29
FDX
NewFEDEX CORP
Shares683
Event2026-03-31
Filed2026-04-29
XLI
-21.51%SELECT SECTOR SPDR TR
Shares1.5K
Event2026-03-31
Filed2026-04-29
SHEL
NewSHELL PLC
Shares2.5K
Event2026-03-31
Filed2026-04-29
IWV
0.00%ISHARES TR
Shares626
Event2026-03-31
Filed2026-04-29
STIP
0.00%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-04-29
TM
0.00%TOYOTA MOTOR CORP
Shares1.1K
Event2026-03-31
Filed2026-04-29
SCHA
0.00%SCHWAB STRATEGIC TR
Shares7.6K
Event2026-03-31
Filed2026-04-29
CVS
-6.13%CVS HEALTH CORP
Shares3.1K
Event2026-03-31
Filed2026-04-29
VMI
0.00%VALMONT INDS INC
Shares550
Event2026-03-31
Filed2026-04-29
KAI
0.00%KADANT INC
Shares750
Event2026-03-31
Filed2026-04-29
BR
0.00%BROADRIDGE FINL SOLUTIONS IN
Shares1.3K
Event2026-03-31
Filed2026-04-29
AWK
-16.22%AMERICAN WTR WKS CO INC NEW
Shares1.6K
Event2026-03-31
Filed2026-04-29
IBTJ
NewISHARES TR
Shares9.5K
Event2026-03-31
Filed2026-04-29
MLM
0.00%MARTIN MARIETTA MATLS INC
Shares350
Event2026-03-31
Filed2026-04-29
BIL
NewSPDR SERIES TRUST
Shares2.2K
Event2026-03-31
Filed2026-04-29
FTV
-1.61%FORTIVE CORP
Shares3.7K
Event2026-03-31
Filed2026-04-29
EOG
NewEOG RES INC
Shares1.4K
Event2026-03-31
Filed2026-04-29
ISHARES GOLD TR
NewISHARES GOLD TR
Shares2.3K
Event2026-03-31
Filed2026-04-29
WIT
0.00%WIPRO LTD
Shares19.7K
Event2026-03-31
Filed2026-04-29
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available