Sponsored

The Analysis of PFW Advisors LLC's Holdings & P&L

Currently, PFW Advisors LLC holds 124 types of securities in its portfolio with a total value $343.0M. In the most recent quarter, they have increased their positions in IWF (+189.7K shares, valued at $23.6M), N/A (+4.3K shares, valued at $1.8M), VO (+21.4K shares, valued at $1.7M); decreased their positions in N/A (-8.9K shares, valued at $1.0M), VBIL (-9.8K shares, valued at $739.5K), N/A (-10.3K shares, valued at $739.4K); initiated new positions in BR (+6.2K shares, valued at $851.8K), BKNG (+4.1K shares, valued at $728.1K), SNDK (+251 shares, valued at $570.7K).

1M P&L

+3.7M+1.25%

3M P&L

+3.7M+1.23%

HY P&L

-87.2M-22.26%

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/A155.1M

50.9%

2Beverages - Non-Alcoholic36.8M

12.1%

3Building Materials31.6M

10.4%

Top Industries by Stock Count

1N/A24 stocks

24.7%

2Semiconductors6 stocks

6.2%

3Drug Manufacturers - General4 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

KO COCA COLA CO452.7K shares-0.10%2026-06-302026-07-13

VMC VULCAN MATLS CO107.2K shares-0.03%2026-06-302026-07-13

IWF ISHARES TR253.7K shares296.38%2026-06-302026-07-13

IWD ISHARES TR109.9K shares-1.00%2026-06-302026-07-13

IWR ISHARES TR179.7K shares-0.91%2026-06-302026-07-13

VEA VANGUARD TAX-MANAGED FDS188.4K shares-0.78%2026-06-302026-07-13

VWO VANGUARD INTL EQUITY INDEX F165.1K shares-1.71%2026-06-302026-07-13

NORTHERN LTS FD TR II NORTHERN LTS FD TR II342.8K shares3.03%2026-06-302026-07-13

Sponsored

EEM ISHARES TR119.6K shares-2.38%2026-06-302026-07-13

IWM ISHARES TR24.6K shares-0.99%2026-06-302026-07-13

BLV VANGUARD BD INDEX FDS99.8K shares2.63%2026-06-302026-07-13

AAPL APPLE INC22.4K shares-4.40%2026-06-302026-07-13

MINT PIMCO ETF TR62.2K shares1.92%2026-06-302026-07-13

VBIL VANGUARD INSTL INDEX FD81.7K shares-10.68%2026-06-302026-07-13

NVDA NVIDIA CORPORATION22.4K shares-5.59%2026-06-302026-07-13

EFA ISHARES TR38.3K shares-2.59%2026-06-302026-07-13

Sponsored

MSFT MICROSOFT CORP9.7K shares12.20%2026-06-302026-07-13

ACWI ISHARES TR22.7K shares-1.38%2026-06-302026-07-13

LLY ELI LILLY & CO2.7K shares44.74%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON12.4K shares-5.19%2026-06-302026-07-13

CISCO SYS INC CISCO SYS INC26.6K shares-25.03%2026-06-302026-07-13

VISA INC VISA INC8.4K shares-2.86%2026-06-302026-07-13

NEXTERA ENERGY INC NEXTERA ENERGY INC29.5K shares-6.17%2026-06-302026-07-13

GOOGL ALPHABET INC7.2K shares-1.65%2026-06-302026-07-13

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED4.8K shares60.89%2026-06-302026-07-13

VO VANGUARD INDEX FDS29.4K shares268.70%2026-06-302026-07-13

PHYL PGIM ETF TR67.2K shares-0.07%2026-06-302026-07-13

ITW ILLINOIS TOOL WKS INC8.7K shares-2.99%2026-06-302026-07-13

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS19.2K shares-0.33%2026-06-302026-07-13

HD HOME DEPOT INC6.4K shares-4.34%2026-06-302026-07-13

BROADCOM INC BROADCOM INC6.0K shares-2.20%2026-06-302026-07-13

BLK BLACKROCK INC2.2K shares-1.40%2026-06-302026-07-13

Sponsored

MCD MCDONALDS CORP7.7K shares-1.69%2026-06-302026-07-13

PG PROCTER & GAMBLE CO13.6K shares1.16%2026-06-302026-07-13

S&P GLOBAL INC S&P GLOBAL INC4.9K shares757.92%2026-06-302026-07-13

MDLZ MONDELEZ INTL INC33.5K shares-0.09%2026-06-302026-07-13

ABT ABBOTT LABORATORIES21.1K shares9.22%2026-06-302026-07-13

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.0K shares-1.86%2026-06-302026-07-13

PAYX PAYCHEX INC18.6K shares8.75%2026-06-302026-07-13

AWK AMERICAN WTR WKS CO INC NEW13.8K shares-1.38%2026-06-302026-07-13

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN14.6K shares-2.06%2026-06-302026-07-13

AMZN AMAZON COM INC6.9K shares-3.96%2026-06-302026-07-13

LIN LINDE PLC3.1K shares-2.25%2026-06-302026-07-13

ADI ANALOG DEVICES INC3.9K shares-15.80%2026-06-302026-07-13

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.7K shares-1.06%2026-06-302026-07-13

VONE VANGUARD SCOTTSDALE FDS4.2K shares-2.85%2026-06-302026-07-13

GOOG ALPHABET INC3.9K shares1.79%2026-06-302026-07-13

WMT WALMART INC12.2K shares-3.56%2026-06-302026-07-13

Sponsored

FRT FEDERAL RLTY INVT TR NEW10.6K shares-3.06%2026-06-302026-07-13

ECL ECOLAB INC4.7K shares-1.74%2026-06-302026-07-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.1K shares16.63%2026-06-302026-07-13

GD GENERAL DYNAMICS CORP3.5K shares-2.41%2026-06-302026-07-13

CBSH COMMERCE BANCSHARES INC21.1K shares-1.99%2026-06-302026-07-13

WEC WEC ENERGY GROUP INC10.4K shares-4.30%2026-06-302026-07-13

JMST J P MORGAN EXCHANGE TRADED F22.9K shares43.65%2026-06-302026-07-13

AMGN AMGEN INC3.2K shares-6.47%2026-06-302026-07-13

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.6K shares0.51%2026-06-302026-07-13

BAC BANK OF AMER CORP18.6K shares0.54%2026-06-302026-07-13

LHX L3HARRIS TECHNOLOGIES INC3.6K shares-5.09%2026-06-302026-07-13

PLD PROLOGIS INC.7.5K shares-6.14%2026-06-302026-07-13

SYK STRYKER CORPORATION3.1K shares-3.72%2026-06-302026-07-13

META PLATFORMS INC META PLATFORMS INC1.7K shares-5.10%2026-06-302026-07-13

AMD ADVANCED MICRO DEVICES INC1.7K shares-14.04%2026-06-302026-07-13

AON AON PLC2.9K shares0.17%2026-06-302026-07-13

Sponsored

PPG PPG INDS INC7.5K shares-2.62%2026-06-302026-07-13

WFC WELLS FARGO & CO10.8K shares0.67%2026-06-302026-07-13

BR BROADRIDGE FINL SOLUTIONS IN6.2K sharesnew addition2026-06-302026-07-13

TSLA TESLA INC2.0K shares-1.08%2026-06-302026-07-13

O REALTY INCOME CORP12.7K shares-5.50%2026-06-302026-07-13

NKE NIKE INC19.0K shares-1.27%2026-06-302026-07-13

RBC RBC BEARINGS INC1.1K shares0.00%2026-06-302026-07-13

BKNG BOOKING HOLDINGS INC4.1K sharesnew addition2026-06-302026-07-13

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares-2.34%2026-06-302026-07-13

HYD VANECK ETF TRUST12.2K shares1.24%2026-06-302026-07-13

VTEB VANGUARD MUN BD FDS12.1K shares0.00%2026-06-302026-07-13

COR CENCORA INC2.1K shares7.54%2026-06-302026-07-13

SOUTHERN CO SOUTHERN CO6.0K shares0.25%2026-06-302026-07-13

SHM SPDR SERIES TRUST12.1K shares0.00%2026-06-302026-07-13

SNDK SANDISK CORP251 sharesnew addition2026-06-302026-07-13

PNFP PINNACLE FINL PARTNERS INC5.5K shares1.43%2026-06-302026-07-13

Sponsored

VB VANGUARD INDEX FDS1.7K shares0.00%2026-06-302026-07-13

GE GE AEROSPACE1.4K shares-3.10%2026-06-302026-07-13

SSD SIMPSON MFG INC2.4K shares-7.52%2026-06-302026-07-13

BIL SPDR SERIES TRUST5.4K shares-47.79%2026-06-302026-07-13

MAR MARRIOTT INTL INC NEW1.3K shares0.15%2026-06-302026-07-13

EME EMCOR GROUP INC585 shares-33.52%2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T643 shares-16.82%2026-06-302026-07-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II19.5K shares0.00%2026-06-302026-07-13

Sponsored

WTS WATTS WATER TECHNOLOGIES INC1.1K shares0.00%2026-06-302026-07-13

BANCO SANTANDER SA BANCO SANTANDER SA32.4K shares0.00%2026-06-302026-07-13

VGT VANGUARD WORLD FD3.7K shares700.86%2026-06-302026-07-13

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC5.4K sharesnew addition2026-06-302026-07-13

PRIMERICA INC PRIMERICA INC1.5K shares0.00%2026-06-302026-07-13

TFI SPDR SERIES TRUST9.3K shares0.00%2026-06-302026-07-13

ITOT ISHARES TR2.5K shares0.00%2026-06-302026-07-13

GEV GE VERNOVA INC341 shares-1.73%2026-06-302026-07-13

Sponsored

APPLIED MATLS INC APPLIED MATLS INC529 sharesnew addition2026-06-302026-07-13

APPLOVIN CORP APPLOVIN CORP716 shares-5.17%2026-06-302026-07-13

ZOETIS INC ZOETIS INC5.0K shares-67.24%2026-06-302026-07-13

GOLF ACUSHNET HLDGS CORP3.0K shares-8.49%2026-06-302026-07-13

CAT CATERPILLAR INC332 shares4.08%2026-06-302026-07-13

TSM TAIWAN SEMICONDUCTOR MANUFAC689 shares-13.44%2026-06-302026-07-13

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC410 sharesnew addition2026-06-302026-07-13

TSCO TRACTOR SUPPLY CO9.1K shares-49.01%2026-06-302026-07-13

Sponsored

PRIMORIS SVCS CORP PRIMORIS SVCS CORP2.8K shares0.00%2026-06-302026-07-13

EXXON MOBIL CORP EXXON MOBIL CORP2.0K shares2.32%2026-06-302026-07-13

LRCX LAM RESEARCH CORP614 shares-46.38%2026-06-302026-07-13

ONTO ONTO INNOVATION INC676 sharesnew addition2026-06-302026-07-13

NETFLIX INC. NETFLIX INC.3.5K shares1.79%2026-06-302026-07-13

TFC TRUIST FINL CORP5.0K shares0.30%2026-06-302026-07-13

CRDO CREDO TECHNOLOGY GROUP HOLDI907 sharesnew addition2026-06-302026-07-13

AAON AAON INC1.9K sharesnew addition2026-06-302026-07-13

Sponsored

ORLY OREILLY AUTOMOTIVE INC2.6K shares0.00%2026-06-302026-07-13

NVS NOVARTIS AG1.5K shares0.55%2026-06-302026-07-13

GGG GRACO INC2.9K shares0.00%2026-06-302026-07-13

MELI MERCADOLIBRE INC130 shares-12.16%2026-06-302026-07-13

ABBVIE INC ABBVIE INC870 sharesnew addition2026-06-302026-07-13

VRTX VERTEX PHARMACEUTICALS INC439 shares-2.44%2026-06-302026-07-13

UBER UBER TECHNOLOGIES INC2.9K shares-11.05%2026-06-302026-07-13

TDY TELEDYNE TECHNOLOGIES INC311 sharesnew addition2026-06-302026-07-13

Sponsored

SHEL SHELL PLC2.6K shares-3.65%2026-06-302026-07-13

MU MICRON TECHNOLOGY INC177 sharesnew addition2026-06-302026-07-13

TJX TJX COS INC NEW1.3K shares-5.89%2026-06-302026-07-13

GRAB GRAB HOLDINGS LIMITED15.0K sharesnew addition2026-06-302026-07-13

COCA COLA CO

-0.10%

Shares452.7K

Event2026-06-30

Filed2026-07-13

VMC

VULCAN MATLS CO

-0.03%

Shares107.2K

Event2026-06-30

Filed2026-07-13

IWF

ISHARES TR

296.38%

Shares253.7K

Event2026-06-30

Filed2026-07-13

IWD

ISHARES TR

-1.00%

Shares109.9K

Event2026-06-30

Filed2026-07-13

IWR

ISHARES TR

-0.91%

Shares179.7K

Event2026-06-30

Filed2026-07-13

VEA

VANGUARD TAX-MANAGED FDS

-0.78%

Shares188.4K

Event2026-06-30

Filed2026-07-13

VWO

VANGUARD INTL EQUITY INDEX F

-1.71%

Shares165.1K

Event2026-06-30

Filed2026-07-13

NORTHERN LTS FD TR II

3.03%

Shares342.8K

Event2026-06-30

Filed2026-07-13

EEM

ISHARES TR

-2.38%

Shares119.6K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES TR

-0.99%

Shares24.6K

Event2026-06-30

Filed2026-07-13

BLV

VANGUARD BD INDEX FDS

2.63%

Shares99.8K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

-4.40%

Shares22.4K

Event2026-06-30

Filed2026-07-13

MINT

PIMCO ETF TR

1.92%

Shares62.2K

Event2026-06-30

Filed2026-07-13

VBIL

VANGUARD INSTL INDEX FD

-10.68%

Shares81.7K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

-5.59%

Shares22.4K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

-2.59%

Shares38.3K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

12.20%

Shares9.7K

Event2026-06-30

Filed2026-07-13

ACWI

ISHARES TR

-1.38%

Shares22.7K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

44.74%

Shares2.7K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

-5.19%

Shares12.4K

Event2026-06-30

Filed2026-07-13

CISCO SYS INC

-25.03%

Shares26.6K

Event2026-06-30

Filed2026-07-13

VISA INC

-2.86%

Shares8.4K

Event2026-06-30

Filed2026-07-13

NEXTERA ENERGY INC

-6.17%

Shares29.5K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

-1.65%

Shares7.2K

Event2026-06-30

Filed2026-07-13

MASTERCARD INCORPORATED

60.89%

Shares4.8K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

268.70%

Shares29.4K

Event2026-06-30

Filed2026-07-13

PHYL

PGIM ETF TR

-0.07%

Shares67.2K

Event2026-06-30

Filed2026-07-13

ITW

ILLINOIS TOOL WKS INC

-2.99%

Shares8.7K

Event2026-06-30

Filed2026-07-13

VANGUARD SCOTTSDALE FDS

-0.33%

Shares19.2K

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC

-4.34%

Shares6.4K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

-2.20%

Shares6.0K

Event2026-06-30

Filed2026-07-13

BLK

BLACKROCK INC

-1.40%

Shares2.2K

Event2026-06-30

Filed2026-07-13

MCD

MCDONALDS CORP

-1.69%

Shares7.7K

Event2026-06-30

Filed2026-07-13

PROCTER & GAMBLE CO

1.16%

Shares13.6K

Event2026-06-30

Filed2026-07-13

S&P GLOBAL INC

757.92%

Shares4.9K

Event2026-06-30

Filed2026-07-13

MDLZ

MONDELEZ INTL INC

-0.09%

Shares33.5K

Event2026-06-30

Filed2026-07-13

ABT

ABBOTT LABORATORIES

9.22%

Shares21.1K

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION

-1.86%

Shares2.0K

Event2026-06-30

Filed2026-07-13

PAYX

PAYCHEX INC

8.75%

Shares18.6K

Event2026-06-30

Filed2026-07-13

AWK

AMERICAN WTR WKS CO INC NEW

-1.38%

Shares13.8K

Event2026-06-30

Filed2026-07-13

ICE

INTERCONTINENTAL EXCHANGE IN

-2.06%

Shares14.6K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

-3.96%

Shares6.9K

Event2026-06-30

Filed2026-07-13

LIN

LINDE PLC

-2.25%

Shares3.1K

Event2026-06-30

Filed2026-07-13

ADI

ANALOG DEVICES INC

-15.80%

Shares3.9K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

-1.06%

Shares4.7K

Event2026-06-30

Filed2026-07-13

VONE

VANGUARD SCOTTSDALE FDS

-2.85%

Shares4.2K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

1.79%

Shares3.9K

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC

-3.56%

Shares12.2K

Event2026-06-30

Filed2026-07-13

FRT

FEDERAL RLTY INVT TR NEW

-3.06%

Shares10.6K

Event2026-06-30

Filed2026-07-13

ECL

ECOLAB INC

-1.74%

Shares4.7K

Event2026-06-30

Filed2026-07-13

ACCENTURE PLC IRELAND

16.63%

Shares10.1K

Event2026-06-30

Filed2026-07-13

GENERAL DYNAMICS CORP

-2.41%

Shares3.5K

Event2026-06-30

Filed2026-07-13

CBSH

COMMERCE BANCSHARES INC

-1.99%

Shares21.1K

Event2026-06-30

Filed2026-07-13

WEC

WEC ENERGY GROUP INC

-4.30%

Shares10.4K

Event2026-06-30

Filed2026-07-13

JMST

J P MORGAN EXCHANGE TRADED F

43.65%

Shares22.9K

Event2026-06-30

Filed2026-07-13

AMGN

AMGEN INC

-6.47%

Shares3.2K

Event2026-06-30

Filed2026-07-13

UNITEDHEALTH GROUP INC

0.51%

Shares2.6K

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMER CORP

0.54%

Shares18.6K

Event2026-06-30

Filed2026-07-13

LHX

L3HARRIS TECHNOLOGIES INC

-5.09%

Shares3.6K

Event2026-06-30

Filed2026-07-13

PLD

PROLOGIS INC.

-6.14%

Shares7.5K

Event2026-06-30

Filed2026-07-13

SYK

STRYKER CORPORATION

-3.72%

Shares3.1K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

-5.10%

Shares1.7K

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

-14.04%

Shares1.7K

Event2026-06-30

Filed2026-07-13

AON

AON PLC

0.17%

Shares2.9K

Event2026-06-30

Filed2026-07-13

PPG

PPG INDS INC

-2.62%

Shares7.5K

Event2026-06-30

Filed2026-07-13

WFC

WELLS FARGO & CO

0.67%

Shares10.8K

Event2026-06-30

Filed2026-07-13

BROADRIDGE FINL SOLUTIONS IN

New

Shares6.2K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC

-1.08%

Shares2.0K

Event2026-06-30

Filed2026-07-13

REALTY INCOME CORP

-5.50%

Shares12.7K

Event2026-06-30

Filed2026-07-13

NKE

NIKE INC

-1.27%

Shares19.0K

Event2026-06-30

Filed2026-07-13

RBC

RBC BEARINGS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

BKNG

BOOKING HOLDINGS INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.34%

Shares1.4K

Event2026-06-30

Filed2026-07-13

HYD

VANECK ETF TRUST

1.24%

Shares12.2K

Event2026-06-30

Filed2026-07-13

VTEB

VANGUARD MUN BD FDS

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-13

COR

CENCORA INC

7.54%

Shares2.1K

Event2026-06-30

Filed2026-07-13

SOUTHERN CO

0.25%

Shares6.0K

Event2026-06-30

Filed2026-07-13

SHM

SPDR SERIES TRUST

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-13

SNDK

SANDISK CORP

New

Shares251

Event2026-06-30

Filed2026-07-13

PNFP

PINNACLE FINL PARTNERS INC

1.43%

Shares5.5K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

GE AEROSPACE

-3.10%

Shares1.4K

Event2026-06-30

Filed2026-07-13

SSD

SIMPSON MFG INC

-7.52%

Shares2.4K

Event2026-06-30

Filed2026-07-13

BIL

SPDR SERIES TRUST

-47.79%

Shares5.4K

Event2026-06-30

Filed2026-07-13

MAR

MARRIOTT INTL INC NEW

0.15%

Shares1.3K

Event2026-06-30

Filed2026-07-13

EME

EMCOR GROUP INC

-33.52%

Shares585

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

-16.82%

Shares643

Event2026-06-30

Filed2026-07-13

INVESCO EXCH TRADED FD TR II

0.00%

Shares19.5K

Event2026-06-30

Filed2026-07-13

WTS

WATTS WATER TECHNOLOGIES INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

BANCO SANTANDER SA

0.00%

Shares32.4K

Event2026-06-30

Filed2026-07-13

VGT

VANGUARD WORLD FD

700.86%

Shares3.7K

Event2026-06-30

Filed2026-07-13

ANGLOGOLD ASHANTI PLC

New

Shares5.4K

Event2026-06-30

Filed2026-07-13

PRIMERICA INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

TFI

SPDR SERIES TRUST

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-13

ITOT

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-13

GEV

GE VERNOVA INC

-1.73%

Shares341

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC

New

Shares529

Event2026-06-30

Filed2026-07-13

APPLOVIN CORP

-5.17%

Shares716

Event2026-06-30

Filed2026-07-13

ZOETIS INC

-67.24%

Shares5.0K

Event2026-06-30

Filed2026-07-13

GOLF

ACUSHNET HLDGS CORP

-8.49%

Shares3.0K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

4.08%

Shares332

Event2026-06-30

Filed2026-07-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-13.44%

Shares689

Event2026-06-30

Filed2026-07-13

CROWDSTRIKE HLDGS INC

New

Shares410

Event2026-06-30

Filed2026-07-13

TSCO

TRACTOR SUPPLY CO

-49.01%

Shares9.1K

Event2026-06-30

Filed2026-07-13

PRIMORIS SVCS CORP

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-13

EXXON MOBIL CORP

2.32%

Shares2.0K

Event2026-06-30

Filed2026-07-13

LRCX

LAM RESEARCH CORP

-46.38%

Shares614

Event2026-06-30

Filed2026-07-13

ONTO

ONTO INNOVATION INC

New

Shares676

Event2026-06-30

Filed2026-07-13

NETFLIX INC.

1.79%

Shares3.5K

Event2026-06-30

Filed2026-07-13

TFC

TRUIST FINL CORP

0.30%

Shares5.0K

Event2026-06-30

Filed2026-07-13

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares907

Event2026-06-30

Filed2026-07-13

AAON

AAON INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-13

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-13

NVS

NOVARTIS AG

0.55%

Shares1.5K

Event2026-06-30

Filed2026-07-13

GGG

GRACO INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-13

MELI

MERCADOLIBRE INC

-12.16%

Shares130

Event2026-06-30

Filed2026-07-13

ABBVIE INC

New

Shares870

Event2026-06-30

Filed2026-07-13

VRTX

VERTEX PHARMACEUTICALS INC

-2.44%

Shares439

Event2026-06-30

Filed2026-07-13

UBER

UBER TECHNOLOGIES INC

-11.05%

Shares2.9K

Event2026-06-30

Filed2026-07-13

TDY

TELEDYNE TECHNOLOGIES INC

New

Shares311

Event2026-06-30

Filed2026-07-13

SHEL

SHELL PLC

-3.65%

Shares2.6K

Event2026-06-30

Filed2026-07-13

MICRON TECHNOLOGY INC

New

Shares177

Event2026-06-30

Filed2026-07-13

TJX

TJX COS INC NEW

-5.89%

Shares1.3K

Event2026-06-30

Filed2026-07-13

GRAB

GRAB HOLDINGS LIMITED

New

Shares15.0K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available