Sponsored

The Analysis of PETREDIS INVESTMENT ADVISORS LLC's Holdings & P&L

Currently, PETREDIS INVESTMENT ADVISORS LLC holds 114 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in MGK (+1.1M shares, valued at $96.4M), VOOG (+470.7K shares, valued at $38.9M), VO (+118.0K shares, valued at $9.5M); decreased their positions in MU (-4.5K shares, valued at $5.1M), XLK (-2.3K shares, valued at $428.7K), VOOV (-1.9K shares, valued at $422.9K); initiated new positions in N/A (+7.2K shares, valued at $1.8M), N/A (+20.4K shares, valued at $1.5M), N/A (+5.9K shares, valued at $1.3M).

1M P&L

-14.3M-1.11%

3M P&L

+13.7M+1.09%

HY P&L

+114.1M+9.86%

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/A648.1M

49.2%

2Semiconductors197.7M

15.0%

3Internet Content & Information68.8M

5.2%

Top Industries by Stock Count

1N/A32 stocks

34.8%

2Semiconductors7 stocks

7.6%

3Drug Manufacturers - General4 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MGK VANGUARD WORLD FD1.4M shares398.48%2026-06-302026-07-20

XLF SELECT SECTOR SPDR TR2.0M shares-0.22%2026-06-302026-07-20

NVDA NVIDIA CORPORATION428.9K shares-0.06%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC66.3K shares-6.30%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS881.4K shares0.62%2026-06-302026-07-20

GOOGL ALPHABET INC168.6K shares-0.59%2026-06-302026-07-20

MGV VANGUARD WORLD FD366.2K shares-0.35%2026-06-302026-07-20

AAPL APPLE INC205.4K shares-0.09%2026-06-302026-07-20

Sponsored

XLK SELECT SECTOR SPDR TR277.2K shares-0.81%2026-06-302026-07-20

VOOG VANGUARD ADMIRAL FDS INC564.2K shares503.30%2026-06-302026-07-20

MSFT MICROSOFT CORP122.0K shares-0.17%2026-06-302026-07-20

AMZN AMAZON COM INC170.2K shares0.37%2026-06-302026-07-20

SMH VANECK ETF TRUST47.4K shares2.68%2026-06-302026-07-20

BROADCOM INC BROADCOM INC76.2K shares-0.28%2026-06-302026-07-20

VOOV VANGUARD ADMIRAL FDS INC120.5K shares-1.58%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC45.5K shares0.35%2026-06-302026-07-20

Sponsored

APPLIED MATLS INC APPLIED MATLS INC35.0K shares0.10%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC38.8K shares-0.15%2026-06-302026-07-20

CGNG CAPITAL GROUP NEW GEOGRAPHY514.0K shares2.53%2026-06-302026-07-20

VWO VANGUARD INTL EQUITY INDEX F309.4K shares-0.18%2026-06-302026-07-20

APH AMPHENOL CORP90.6K shares0.07%2026-06-302026-07-20

GE GE AEROSPACE42.7K shares-0.25%2026-06-302026-07-20

GEV GE VERNOVA INC13.3K shares0.00%2026-06-302026-07-20

XLC SELECT SECTOR SPDR TR146.2K shares-0.31%2026-06-302026-07-20

Sponsored

TSLA TESLA INC35.2K shares-0.62%2026-06-302026-07-20

LLY ELI LILLY & CO11.3K shares0.20%2026-06-302026-07-20

VO VANGUARD INDEX FDS157.2K shares300.36%2026-06-302026-07-20

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC30.5K shares-0.10%2026-06-302026-07-20

VLO VALERO ENERGY CORP48.4K shares-0.05%2026-06-302026-07-20

XLY SELECT SECTOR SPDR TR104.3K shares-1.49%2026-06-302026-07-20

XLV SELECT SECTOR SPDR TR76.5K shares0.33%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION12.8K shares0.03%2026-06-302026-07-20

Sponsored

VB VANGUARD INDEX FDS38.6K shares-1.55%2026-06-302026-07-20

BE BLOOM ENERGY CORP31.8K shares1.16%2026-06-302026-07-20

HD HOME DEPOT INC27.2K shares0.23%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON37.2K shares0.12%2026-06-302026-07-20

COHR COHERENT CORP22.6K shares-0.05%2026-06-302026-07-20

XBI SPDR SERIES TRUST53.9K shares0.09%2026-06-302026-07-20

TJX TJX COS INC NEW54.8K shares-0.04%2026-06-302026-07-20

CAT CATERPILLAR INC7.7K shares-0.13%2026-06-302026-07-20

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP58.3K shares-0.16%2026-06-302026-07-20

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC10.2K shares-0.11%2026-06-302026-07-20

GOOG ALPHABET INC21.7K shares-0.52%2026-06-302026-07-20

FAST FASTENAL CO158.8K shares0.07%2026-06-302026-07-20

VISA INC VISA INC21.9K shares0.05%2026-06-302026-07-20

AME AMETEK INC31.0K shares0.02%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC62.6K shares-0.14%2026-06-302026-07-20

XLI SELECT SECTOR SPDR TR34.2K shares-0.84%2026-06-302026-07-20

Sponsored

MAR MARRIOTT INTL INC NEW16.7K shares0.08%2026-06-302026-07-20

EOG EOG RES INC47.3K shares-0.03%2026-06-302026-07-20

CVX CHEVRON CORPORATION35.4K shares-0.08%2026-06-302026-07-20

TSM TAIWAN SEMICONDUCTOR MANUFAC12.0K shares1.77%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.79.0K shares-0.05%2026-06-302026-07-20

CGSD CAPITAL GRP FIXED INCM ETF T217.2K shares12.49%2026-06-302026-07-20

ABBVIE INC ABBVIE INC21.4K shares0.08%2026-06-302026-07-20

BHP BHP BILLITON LIMITED63.7K shares-0.25%2026-06-302026-07-20

Sponsored

MRK MERCK & CO INC39.2K shares0.03%2026-06-302026-07-20

LMT LOCKHEED MARTIN CORP9.6K shares-0.25%2026-06-302026-07-20

PG PROCTER & GAMBLE CO32.7K shares0.08%2026-06-302026-07-20

PANW PALO ALTO NETWORKS INC13.9K shares-0.14%2026-06-302026-07-20

ISRG INTUITIVE SURGICAL INC11.6K shares0.18%2026-06-302026-07-20

MELI MERCADOLIBRE INC2.6K shares-5.72%2026-06-302026-07-20

MASTERCARD INCORPORATED MASTERCARD INCORPORATED8.6K shares-0.19%2026-06-302026-07-20

BA BOEING CO20.2K shares-0.11%2026-06-302026-07-20

Sponsored

DE DEERE & CO6.8K shares0.39%2026-06-302026-07-20

CGMU CAPITAL GRP FIXED INCM ETF T154.1K shares0.08%2026-06-302026-07-20

TXN TEXAS INSTRS INC12.6K shares-0.06%2026-06-302026-07-20

MCK MCKESSON CORP4.9K shares-0.12%2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION18.9K shares0.22%2026-06-302026-07-20

TMO THERMO FISHER SCIENTIFIC INC7.0K shares-0.11%2026-06-302026-07-20

LIN LINDE PLC6.7K shares0.07%2026-06-302026-07-20

BKNG BOOKING HOLDINGS INC19.1K shares2335.67%2026-06-302026-07-20

Sponsored

ABT ABBOTT LABORATORIES37.1K shares0.05%2026-06-302026-07-20

CSX CSX CORP66.0K shares-0.04%2026-06-302026-07-20

SERVICENOW INC SERVICENOW INC31.5K shares-0.31%2026-06-302026-07-20

CRM SALESFORCE INC19.6K shares-0.24%2026-06-302026-07-20

NU NU HLDGS LTD217.8K shares-0.03%2026-06-302026-07-20

QCOM QUALCOMM INC15.1K shares0.05%2026-06-302026-07-20

AZO AUTOZONE INC766 shares0.52%2026-06-302026-07-20

DIS DISNEY WALT CO23.9K shares-0.56%2026-06-302026-07-20

Sponsored

ADP AUTOMATIC DATA PROCESSING IN10.2K shares-0.70%2026-06-302026-07-20

MEDTRONIC PLC MEDTRONIC PLC26.3K shares-0.18%2026-06-302026-07-20

CGSM CAPITAL GRP FIXED INCM ETF T76.6K shares102.03%2026-06-302026-07-20

DHR DANAHER CORP DEL10.5K shares0.04%2026-06-302026-07-20

HONEYWELL INTL INC HONEYWELL INTL INC7.2K sharesnew addition2026-06-302026-07-20

JPST J P MORGAN EXCHANGE TRADED F31.5K shares5.90%2026-06-302026-07-20

VOO VANGUARD INDEX FDS2.2K shares0.00%2026-06-302026-07-20

IWB ISHARES TR3.7K shares0.00%2026-06-302026-07-20

Sponsored

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST20.4K sharesnew addition2026-06-302026-07-20

IWF ISHARES TR10.8K shares301.07%2026-06-302026-07-20

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC5.9K sharesnew addition2026-06-302026-07-20

ACWX ISHARES TR16.8K shares-1.18%2026-06-302026-07-20

VEU VANGUARD INTL EQUITY INDEX F15.2K shares-1.56%2026-06-302026-07-20

GEHC GE HEALTHCARE TECHNOLOGIES I17.8K shares0.02%2026-06-302026-07-20

VRT VERTIV HOLDINGS CO2.9K shares0.00%2026-06-302026-07-20

VUG VANGUARD INDEX FDS10.2K shares499.00%2026-06-302026-07-20

Sponsored

NBIS NEBIUS GROUP N.V.3.1K sharesnew addition2026-06-302026-07-20

EWY ISHARES INC3.6K shares-24.40%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T870 shares0.00%2026-06-302026-07-20

VFH VANGUARD WORLD FD4.5K shares0.00%2026-06-302026-07-20

WOLF WOLFSPEED INC12.1K sharesnew addition2026-06-302026-07-20

IWD ISHARES TR2.3K shares0.00%2026-06-302026-07-20

ORACLE CORP ORACLE CORP2.9K shares65.95%2026-06-302026-07-20

AMGN AMGEN INC1.0K shares-12.61%2026-06-302026-07-20

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL675 shares0.00%2026-06-302026-07-20

EXPE EXPEDIA GROUP INC1.3K shares0.00%2026-06-302026-07-20

SHOP SHOPIFY INC2.6K shares0.00%2026-06-302026-07-20

ANET ARISTA NETWORKS INC1.7K shares0.00%2026-06-302026-07-20

APPLOVIN CORP APPLOVIN CORP526 shares0.00%2026-06-302026-07-20

FIX COMFORT SYS USA INC126 sharesnew addition2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO760 shares1.60%2026-06-302026-07-20

VTV VANGUARD INDEX FDS1.0K sharesnew addition2026-06-302026-07-20

Sponsored

CLS CELESTICA INC619 sharesnew addition2026-06-302026-07-20

IUSG ISHARES TR1.2K sharesnew addition2026-06-302026-07-20

MGK

VANGUARD WORLD FD

398.48%

Shares1.4M

Event2026-06-30

Filed2026-07-20

XLF

SELECT SECTOR SPDR TR

-0.22%

Shares2.0M

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

-0.06%

Shares428.9K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

-6.30%

Shares66.3K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

0.62%

Shares881.4K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

-0.59%

Shares168.6K

Event2026-06-30

Filed2026-07-20

MGV

VANGUARD WORLD FD

-0.35%

Shares366.2K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

-0.09%

Shares205.4K

Event2026-06-30

Filed2026-07-20

XLK

SELECT SECTOR SPDR TR

-0.81%

Shares277.2K

Event2026-06-30

Filed2026-07-20

VOOG

VANGUARD ADMIRAL FDS INC

503.30%

Shares564.2K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

-0.17%

Shares122.0K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

0.37%

Shares170.2K

Event2026-06-30

Filed2026-07-20

SMH

VANECK ETF TRUST

2.68%

Shares47.4K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

-0.28%

Shares76.2K

Event2026-06-30

Filed2026-07-20

VOOV

VANGUARD ADMIRAL FDS INC

-1.58%

Shares120.5K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

0.35%

Shares45.5K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

0.10%

Shares35.0K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

-0.15%

Shares38.8K

Event2026-06-30

Filed2026-07-20

CGNG

CAPITAL GROUP NEW GEOGRAPHY

2.53%

Shares514.0K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

-0.18%

Shares309.4K

Event2026-06-30

Filed2026-07-20

APH

AMPHENOL CORP

0.07%

Shares90.6K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

-0.25%

Shares42.7K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-20

XLC

SELECT SECTOR SPDR TR

-0.31%

Shares146.2K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

-0.62%

Shares35.2K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

0.20%

Shares11.3K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

300.36%

Shares157.2K

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

-0.10%

Shares30.5K

Event2026-06-30

Filed2026-07-20

VLO

VALERO ENERGY CORP

-0.05%

Shares48.4K

Event2026-06-30

Filed2026-07-20

XLY

SELECT SECTOR SPDR TR

-1.49%

Shares104.3K

Event2026-06-30

Filed2026-07-20

XLV

SELECT SECTOR SPDR TR

0.33%

Shares76.5K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

0.03%

Shares12.8K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-1.55%

Shares38.6K

Event2026-06-30

Filed2026-07-20

BLOOM ENERGY CORP

1.16%

Shares31.8K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

0.23%

Shares27.2K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

0.12%

Shares37.2K

Event2026-06-30

Filed2026-07-20

COHR

COHERENT CORP

-0.05%

Shares22.6K

Event2026-06-30

Filed2026-07-20

XBI

SPDR SERIES TRUST

0.09%

Shares53.9K

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC NEW

-0.04%

Shares54.8K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

-0.13%

Shares7.7K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

-0.16%

Shares58.3K

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HLDGS INC

-0.11%

Shares10.2K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

-0.52%

Shares21.7K

Event2026-06-30

Filed2026-07-20

FAST

FASTENAL CO

0.07%

Shares158.8K

Event2026-06-30

Filed2026-07-20

VISA INC

0.05%

Shares21.9K

Event2026-06-30

Filed2026-07-20

AME

AMETEK INC

0.02%

Shares31.0K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

-0.14%

Shares62.6K

Event2026-06-30

Filed2026-07-20

XLI

SELECT SECTOR SPDR TR

-0.84%

Shares34.2K

Event2026-06-30

Filed2026-07-20

MAR

MARRIOTT INTL INC NEW

0.08%

Shares16.7K

Event2026-06-30

Filed2026-07-20

EOG

EOG RES INC

-0.03%

Shares47.3K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

-0.08%

Shares35.4K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.77%

Shares12.0K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

-0.05%

Shares79.0K

Event2026-06-30

Filed2026-07-20

CGSD

CAPITAL GRP FIXED INCM ETF T

12.49%

Shares217.2K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

0.08%

Shares21.4K

Event2026-06-30

Filed2026-07-20

BHP

BHP BILLITON LIMITED

-0.25%

Shares63.7K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

0.03%

Shares39.2K

Event2026-06-30

Filed2026-07-20

LMT

LOCKHEED MARTIN CORP

-0.25%

Shares9.6K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

0.08%

Shares32.7K

Event2026-06-30

Filed2026-07-20

PANW

PALO ALTO NETWORKS INC

-0.14%

Shares13.9K

Event2026-06-30

Filed2026-07-20

ISRG

INTUITIVE SURGICAL INC

0.18%

Shares11.6K

Event2026-06-30

Filed2026-07-20

MELI

MERCADOLIBRE INC

-5.72%

Shares2.6K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

-0.19%

Shares8.6K

Event2026-06-30

Filed2026-07-20

BOEING CO

-0.11%

Shares20.2K

Event2026-06-30

Filed2026-07-20

DEERE & CO

0.39%

Shares6.8K

Event2026-06-30

Filed2026-07-20

CGMU

CAPITAL GRP FIXED INCM ETF T

0.08%

Shares154.1K

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC

-0.06%

Shares12.6K

Event2026-06-30

Filed2026-07-20

MCK

MCKESSON CORP

-0.12%

Shares4.9K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

0.22%

Shares18.9K

Event2026-06-30

Filed2026-07-20

TMO

THERMO FISHER SCIENTIFIC INC

-0.11%

Shares7.0K

Event2026-06-30

Filed2026-07-20

LIN

LINDE PLC

0.07%

Shares6.7K

Event2026-06-30

Filed2026-07-20

BKNG

BOOKING HOLDINGS INC

2335.67%

Shares19.1K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

0.05%

Shares37.1K

Event2026-06-30

Filed2026-07-20

CSX

CSX CORP

-0.04%

Shares66.0K

Event2026-06-30

Filed2026-07-20

SERVICENOW INC

-0.31%

Shares31.5K

Event2026-06-30

Filed2026-07-20

CRM

SALESFORCE INC

-0.24%

Shares19.6K

Event2026-06-30

Filed2026-07-20

NU HLDGS LTD

-0.03%

Shares217.8K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

0.05%

Shares15.1K

Event2026-06-30

Filed2026-07-20

AZO

AUTOZONE INC

0.52%

Shares766

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

-0.56%

Shares23.9K

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING IN

-0.70%

Shares10.2K

Event2026-06-30

Filed2026-07-20

MEDTRONIC PLC

-0.18%

Shares26.3K

Event2026-06-30

Filed2026-07-20

CGSM

CAPITAL GRP FIXED INCM ETF T

102.03%

Shares76.6K

Event2026-06-30

Filed2026-07-20

DHR

DANAHER CORP DEL

0.04%

Shares10.5K

Event2026-06-30

Filed2026-07-20

HONEYWELL INTL INC

New

Shares7.2K

Event2026-06-30

Filed2026-07-20

JPST

J P MORGAN EXCHANGE TRADED F

5.90%

Shares31.5K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-20

IWB

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-20

ROUNDHILL ETF TRUST

New

Shares20.4K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

301.07%

Shares10.8K

Event2026-06-30

Filed2026-07-20

HONEYWELL AEROSPACE INC

New

Shares5.9K

Event2026-06-30

Filed2026-07-20

ACWX

ISHARES TR

-1.18%

Shares16.8K

Event2026-06-30

Filed2026-07-20

VEU

VANGUARD INTL EQUITY INDEX F

-1.56%

Shares15.2K

Event2026-06-30

Filed2026-07-20

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.02%

Shares17.8K

Event2026-06-30

Filed2026-07-20

VRT

VERTIV HOLDINGS CO

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

499.00%

Shares10.2K

Event2026-06-30

Filed2026-07-20

NBIS

NEBIUS GROUP N.V.

New

Shares3.1K

Event2026-06-30

Filed2026-07-20

EWY

ISHARES INC

-24.40%

Shares3.6K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

0.00%

Shares870

Event2026-06-30

Filed2026-07-20

VFH

VANGUARD WORLD FD

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-20

WOLF

WOLFSPEED INC

New

Shares12.1K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

65.95%

Shares2.9K

Event2026-06-30

Filed2026-07-20

AMGN

AMGEN INC

-12.61%

Shares1.0K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares675

Event2026-06-30

Filed2026-07-20

EXPE

EXPEDIA GROUP INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

SHOP

SHOPIFY INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-20

ANET

ARISTA NETWORKS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

APPLOVIN CORP

0.00%

Shares526

Event2026-06-30

Filed2026-07-20

FIX

COMFORT SYS USA INC

New

Shares126

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

1.60%

Shares760

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

CLS

CELESTICA INC

New

Shares619

Event2026-06-30

Filed2026-07-20

IUSG

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

NVDA Call CallNVIDIA CORPORATION7.0K shares0.00%2026-06-302026-07-20

NVDA Call

NVIDIA CORPORATION

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-20

Put Option Holdings

No put option holdings data available