Sponsored

The Analysis of Pictet North America Advisors SA's Holdings & P&L

Currently, Pictet North America Advisors SA holds 154 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VT (+186.7K shares, valued at $29.3M), N/A (+1.1M shares, valued at $20.6M), N/A (+289.4K shares, valued at $14.7M); decreased their positions in VGK (-95.9K shares, valued at $8.5M), EWJ (-77.6K shares, valued at $7.2M), MU (-6.0K shares, valued at $6.9M); initiated new positions in N/A (+1.1M shares, valued at $20.6M), N/A (+289.4K shares, valued at $14.7M), RELX (+180.6K shares, valued at $5.7M).

1M P&L

-7.0M-0.84%

3M P&L

+19.0M+2.33%

HY P&L

+18.7M+2.29%

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/A314.3M

33.0%

2Semiconductors131.0M

13.7%

3Asset Management63.4M

6.7%

Top Industries by Stock Count

1N/A63 stocks

48.5%

2Semiconductors7 stocks

5.4%

3Asset Management6 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSM TAIWAN SEMICONDUCTOR MANUFAC178.8K shares-0.31%2026-06-302026-07-24

GLD SPDR GOLD TR156.7K shares0.46%2026-06-302026-07-24

GOOGL ALPHABET INC121.1K shares-9.13%2026-06-302026-07-24

ASTRAZENECA PLC ASTRAZENECA PLC218.8K shares0.86%2026-06-302026-07-24

MSFT MICROSOFT CORP96.5K shares14.35%2026-06-302026-07-24

URTH ISHARES INC173.5K shares8.38%2026-06-302026-07-24

SONY SONY GROUP CORP1.7M shares6.31%2026-06-302026-07-24

AMZN AMAZON COM INC139.8K shares0.82%2026-06-302026-07-24

Sponsored

VT VANGUARD INTL EQUITY INDEX F206.5K shares943.21%2026-06-302026-07-24

BUR BURFORD CAPITAL LIMITED7.6M shares0.00%2026-06-302026-07-24

ALC ALCON AG424.1K shares2.33%2026-06-302026-07-24

PYLD PIMCO ETF TR1.1M shares-5.48%2026-06-302026-07-24

YUMC YUM CHINA HLDGS INC679.7K shares26.68%2026-06-302026-07-24

JMBS JANUS DETROIT STR TR584.0K shares-4.90%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO64.8K shares-3.96%2026-06-302026-07-24

MELI MERCADOLIBRE INC12.5K shares-3.17%2026-06-302026-07-24

Sponsored

2023 ETF SERIES TRUST 2023 ETF SERIES TRUST1.1M sharesnew addition2026-06-302026-07-24

VISA INC VISA INC58.4K shares4.68%2026-06-302026-07-24

BN BROOKFIELD CORP464.6K shares4.63%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC17.1K shares-25.88%2026-06-302026-07-24

AIRR FIRST TR EXCHANGE TRADED FD146.3K shares-6.06%2026-06-302026-07-24

IAU ISHARES GOLD TR248.0K shares-0.05%2026-06-302026-07-24

UBS UBS GROUP AG369.4K shares-0.13%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC31.1K shares-2.60%2026-06-302026-07-24

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL32.1K shares7.72%2026-06-302026-07-24

ASML ASML HLDG NV7.9K shares-17.16%2026-06-302026-07-24

S&P GLOBAL INC S&P GLOBAL INC37.3K shares19.56%2026-06-302026-07-24

AAPL APPLE INC51.1K shares-11.51%2026-06-302026-07-24

2023 ETF SERIES TRUST 2023 ETF SERIES TRUST289.4K sharesnew addition2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC22.9K shares-4.62%2026-06-302026-07-24

ORLY OREILLY AUTOMOTIVE INC141.2K shares18.84%2026-06-302026-07-24

HLT HILTON WORLDWIDE HLDGS INC38.5K shares14.59%2026-06-302026-07-24

Sponsored

MCD MCDONALDS CORP45.7K shares18.35%2026-06-302026-07-24

GE GE AEROSPACE30.8K shares1.56%2026-06-302026-07-24

GOOG ALPHABET INC32.1K shares0.27%2026-06-302026-07-24

TPG TPG INC263.2K shares0.00%2026-06-302026-07-24

SIHY HARBOR ETF TRUST232.6K shares-9.64%2026-06-302026-07-24

AMRZ AMRIZE LTD171.9K shares-0.42%2026-06-302026-07-24

NVDA NVIDIA CORPORATION43.7K shares-13.74%2026-06-302026-07-24

LLY ELI LILLY & CO7.3K shares1.22%2026-06-302026-07-24

Sponsored

BROADCOM INC BROADCOM INC22.4K shares0.67%2026-06-302026-07-24

EWL ISHARES INC109.4K shares-8.02%2026-06-302026-07-24

EWU ISHARES TR140.0K shares1.54%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED11.6K shares1.80%2026-06-302026-07-24

RELX RELX PLC180.6K sharesnew addition2026-06-302026-07-24

FAST FASTENAL CO112.6K shares1.32%2026-06-302026-07-24

TTE TOTALENERGIES SE66.5K shares-1.05%2026-06-302026-07-24

IEUR ISHARES TR68.5K shares1.96%2026-06-302026-07-24

Sponsored

EWQ ISHARES INC108.5K shares-6.89%2026-06-302026-07-24

CVX CHEVRON CORPORATION29.7K shares-12.17%2026-06-302026-07-24

EZU ISHARES INC68.9K shares0.00%2026-06-302026-07-24

ADP AUTOMATIC DATA PROCESSING IN20.2K shares-41.70%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC8.3K shares1.93%2026-06-302026-07-24

CME CME GROUP INC18.3K shares27.61%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC21.4K shares-11.12%2026-06-302026-07-24

EWJ ISHARES INC41.4K shares-65.20%2026-06-302026-07-24

Sponsored

IYR ISHARES TR37.4K shares0.00%2026-06-302026-07-24

VGK VANGUARD INTL EQUITY INDEX F40.2K shares-70.44%2026-06-302026-07-24

EWT ISHARES INC32.4K shares0.00%2026-06-302026-07-24

HD HOME DEPOT INC9.8K shares0.78%2026-06-302026-07-24

OTIS OTIS WORLDWIDE CORP47.0K shares-46.40%2026-06-302026-07-24

CHUBB LIMITED CHUBB LIMITED9.4K shares1.12%2026-06-302026-07-24

BSX BOSTON SCIENTIFIC CORP73.0K shares0.38%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC41.4K shares2.33%2026-06-302026-07-24

Sponsored

APPLIED MATLS INC APPLIED MATLS INC4.1K shares-3.61%2026-06-302026-07-24

INDA ISHARES TR59.8K shares11.03%2026-06-302026-07-24

PG PROCTER & GAMBLE CO20.0K shares-5.21%2026-06-302026-07-24

UNP UNION PAC CORP10.5K shares2.26%2026-06-302026-07-24

QQQ INVESCO QQQ TR3.8K shares0.00%2026-06-302026-07-24

LIN LINDE PLC5.4K shares-4.03%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.7K shares-48.33%2026-06-302026-07-24

VCIT VANGUARD SCOTTSDALE FDS31.4K shares-6.08%2026-06-302026-07-24

Sponsored

IGF ISHARES TR35.5K shares0.00%2026-06-302026-07-24

ACWI ISHARES TR14.3K shares-2.05%2026-06-302026-07-24

PH PARKER-HANNIFIN CORP2.2K shares5.39%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION10.3K shares0.00%2026-06-302026-07-24

CRM SALESFORCE INC12.5K shares95.47%2026-06-302026-07-24

TDG TRANSDIGM GROUP INC1.4K sharesnew addition2026-06-302026-07-24

VNQI VANGUARD INTL EQUITY INDEX F40.0K shares0.00%2026-06-302026-07-24

BRO BROWN & BROWN INC26.4K shares-69.49%2026-06-302026-07-24

Sponsored

IEUS ISHARES TR24.3K shares-0.19%2026-06-302026-07-24

TXN TEXAS INSTRS INC5.6K shares0.00%2026-06-302026-07-24

DHR DANAHER CORP DEL8.4K shares1.97%2026-06-302026-07-24

CPRT COPART INC52.6K shares3.68%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR9.1K shares-22.66%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.4K shares-0.61%2026-06-302026-07-24

DFUV DIMENSIONAL ETF TRUST25.8K shares0.00%2026-06-302026-07-24

LEMB ISHARES INC33.3K shares-1.42%2026-06-302026-07-24

Sponsored

IXN ISHARES TR9.1K shares-48.71%2026-06-302026-07-24

EEM ISHARES TR17.9K shares36.01%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR6.4K shares0.00%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T5.7K shares0.00%2026-06-302026-07-24

EWA ISHARES INC42.1K shares258.92%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F19.5K shares-2.64%2026-06-302026-07-24

CBRS CEREBRAS SYSTEMS INC5.0K sharesnew addition2026-06-302026-07-24

FXI ISHARES TR33.1K shares-10.23%2026-06-302026-07-24

Sponsored

BX BLACKSTONE INC8.8K shares0.00%2026-06-302026-07-24

QCOM QUALCOMM INC5.5K shares0.00%2026-06-302026-07-24

ADOBE INC ADOBE INC4.8K shares1.84%2026-06-302026-07-24

XBI SPDR SERIES TRUST6.0K shares0.00%2026-06-302026-07-24

ACWX ISHARES TR12.4K shares0.00%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON3.5K shares0.00%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC10.1K shares0.00%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS11.2K shares-4.44%2026-06-302026-07-24

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC26.0K shares0.00%2026-06-302026-07-24

MRK MERCK & CO INC6.9K shares0.00%2026-06-302026-07-24

GIGB GOLDMAN SACHS ETF TR18.9K shares0.00%2026-06-302026-07-24

VGIT VANGUARD SCOTTSDALE FDS14.1K shares77.48%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC6.5K shares0.00%2026-06-302026-07-24

VGSH VANGUARD SCOTTSDALE FDS12.6K shares-2.33%2026-06-302026-07-24

IVW ISHARES TR4.9K shares0.00%2026-06-302026-07-24

EWC ISHARES INC10.6K shares0.00%2026-06-302026-07-24

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION600 shares0.00%2026-06-302026-07-24

VBIL VANGUARD INSTL INDEX FD6.8K shares-49.63%2026-06-302026-07-24

VTV VANGUARD INDEX FDS2.1K shares0.00%2026-06-302026-07-24

EWY ISHARES INC2.3K shares0.00%2026-06-302026-07-24

SLV ISHARES SILVER TR8.5K shares0.00%2026-06-302026-07-24

DE DEERE & CO710 shares5.50%2026-06-302026-07-24

VNM VANECK ETF TRUST24.2K shares0.00%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS6.0K shares0.00%2026-06-302026-07-24

Sponsored

HDB HDFC BANK LTD16.9K shares0.00%2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC1.1K shares3.06%2026-06-302026-07-24

SDY SPDR SERIES TRUST2.7K shares0.00%2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC1.8K sharesnew addition2026-06-302026-07-24

THD ISHARES INC5.5K shares0.00%2026-06-302026-07-24

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.8K sharesnew addition2026-06-302026-07-24

VWOB VANGUARD WHITEHALL FDS5.8K shares0.00%2026-06-302026-07-24

CQQQ INVESCO EXCH TRADED FD TR II6.8K shares24.77%2026-06-302026-07-24

Sponsored

FEZ SPDR INDEX SHS FDS5.5K shares0.00%2026-06-302026-07-24

SLB SLB LIMITED8.0K shares0.00%2026-06-302026-07-24

PEP PEPSICO INC2.6K shares0.00%2026-06-302026-07-24

EWG ISHARES INC8.4K shares0.00%2026-06-302026-07-24

WMT WALMART INC3.0K shares-4.49%2026-06-302026-07-24

ORACLE CORP ORACLE CORP2.3K shares-2.46%2026-06-302026-07-24

IYJ ISHARES TR1.9K shares0.00%2026-06-302026-07-24

EIDO ISHARES TR27.7K shares0.00%2026-06-302026-07-24

Sponsored

IWM ISHARES TR1.0K shares0.00%2026-06-302026-07-24

TJX TJX COS INC NEW2.0K shares0.00%2026-06-302026-07-24

CTAS CINTAS CORP1.8K shares0.00%2026-06-302026-07-24

SPDR SERIES TRUST SPDR SERIES TRUST3.4K shares0.00%2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR5.5K shares0.00%2026-06-302026-07-24

DGRW WISDOMTREE TR3.0K shares-17.72%2026-06-302026-07-24

OEF ISHARES TR765 shares0.00%2026-06-302026-07-24

BLK BLACKROCK INC289 shares-36.76%2026-06-302026-07-24

Sponsored

XLE SELECT SECTOR SPDR TR5.2K shares0.00%2026-06-302026-07-24

CG CARLYLE GROUP INC6.0K shares0.00%2026-06-302026-07-24

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR5.5K shares0.00%2026-06-302026-07-24

AN AUTONATION INC1.3K shares0.00%2026-06-302026-07-24

CORTEVA INC CORTEVA INC2.8K shares0.00%2026-06-302026-07-24

IFF INTERNATIONAL FLAVORS&FRAGRA3.0K shares0.00%2026-06-302026-07-24

ICVT ISHARES TR1.9K shares-72.06%2026-06-302026-07-24

CNYA ISHARES TR6.1K shares0.00%2026-06-302026-07-24

Sponsored

KLAC KLA CORP666 sharesnew addition2026-06-302026-07-24

SBS COMPANHIA DE SANEAMENTO BASI15.7K sharesnew addition2026-06-302026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.31%

Shares178.8K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

0.46%

Shares156.7K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-9.13%

Shares121.1K

Event2026-06-30

Filed2026-07-24

ASTRAZENECA PLC

0.86%

Shares218.8K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

14.35%

Shares96.5K

Event2026-06-30

Filed2026-07-24

URTH

ISHARES INC

8.38%

Shares173.5K

Event2026-06-30

Filed2026-07-24

SONY

SONY GROUP CORP

6.31%

Shares1.7M

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

0.82%

Shares139.8K

Event2026-06-30

Filed2026-07-24

VANGUARD INTL EQUITY INDEX F

943.21%

Shares206.5K

Event2026-06-30

Filed2026-07-24

BUR

BURFORD CAPITAL LIMITED

0.00%

Shares7.6M

Event2026-06-30

Filed2026-07-24

ALC

ALCON AG

2.33%

Shares424.1K

Event2026-06-30

Filed2026-07-24

PYLD

PIMCO ETF TR

-5.48%

Shares1.1M

Event2026-06-30

Filed2026-07-24

YUMC

YUM CHINA HLDGS INC

26.68%

Shares679.7K

Event2026-06-30

Filed2026-07-24

JMBS

JANUS DETROIT STR TR

-4.90%

Shares584.0K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-3.96%

Shares64.8K

Event2026-06-30

Filed2026-07-24

MELI

MERCADOLIBRE INC

-3.17%

Shares12.5K

Event2026-06-30

Filed2026-07-24

2023 ETF SERIES TRUST

New

Shares1.1M

Event2026-06-30

Filed2026-07-24

VISA INC

4.68%

Shares58.4K

Event2026-06-30

Filed2026-07-24

BROOKFIELD CORP

4.63%

Shares464.6K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-25.88%

Shares17.1K

Event2026-06-30

Filed2026-07-24

AIRR

FIRST TR EXCHANGE TRADED FD

-6.06%

Shares146.3K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

-0.05%

Shares248.0K

Event2026-06-30

Filed2026-07-24

UBS

UBS GROUP AG

-0.13%

Shares369.4K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-2.60%

Shares31.1K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

7.72%

Shares32.1K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

-17.16%

Shares7.9K

Event2026-06-30

Filed2026-07-24

S&P GLOBAL INC

19.56%

Shares37.3K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-11.51%

Shares51.1K

Event2026-06-30

Filed2026-07-24

2023 ETF SERIES TRUST

New

Shares289.4K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-4.62%

Shares22.9K

Event2026-06-30

Filed2026-07-24

ORLY

OREILLY AUTOMOTIVE INC

18.84%

Shares141.2K

Event2026-06-30

Filed2026-07-24

HLT

HILTON WORLDWIDE HLDGS INC

14.59%

Shares38.5K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

18.35%

Shares45.7K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

1.56%

Shares30.8K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

0.27%

Shares32.1K

Event2026-06-30

Filed2026-07-24

TPG

TPG INC

0.00%

Shares263.2K

Event2026-06-30

Filed2026-07-24

SIHY

HARBOR ETF TRUST

-9.64%

Shares232.6K

Event2026-06-30

Filed2026-07-24

AMRZ

AMRIZE LTD

-0.42%

Shares171.9K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-13.74%

Shares43.7K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

1.22%

Shares7.3K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

0.67%

Shares22.4K

Event2026-06-30

Filed2026-07-24

EWL

ISHARES INC

-8.02%

Shares109.4K

Event2026-06-30

Filed2026-07-24

EWU

ISHARES TR

1.54%

Shares140.0K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

1.80%

Shares11.6K

Event2026-06-30

Filed2026-07-24

RELX

RELX PLC

New

Shares180.6K

Event2026-06-30

Filed2026-07-24

FAST

FASTENAL CO

1.32%

Shares112.6K

Event2026-06-30

Filed2026-07-24

TTE

TOTALENERGIES SE

-1.05%

Shares66.5K

Event2026-06-30

Filed2026-07-24

IEUR

ISHARES TR

1.96%

Shares68.5K

Event2026-06-30

Filed2026-07-24

EWQ

ISHARES INC

-6.89%

Shares108.5K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-12.17%

Shares29.7K

Event2026-06-30

Filed2026-07-24

EZU

ISHARES INC

0.00%

Shares68.9K

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

-41.70%

Shares20.2K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

1.93%

Shares8.3K

Event2026-06-30

Filed2026-07-24

CME

CME GROUP INC

27.61%

Shares18.3K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

-11.12%

Shares21.4K

Event2026-06-30

Filed2026-07-24

EWJ

ISHARES INC

-65.20%

Shares41.4K

Event2026-06-30

Filed2026-07-24

IYR

ISHARES TR

0.00%

Shares37.4K

Event2026-06-30

Filed2026-07-24

VGK

VANGUARD INTL EQUITY INDEX F

-70.44%

Shares40.2K

Event2026-06-30

Filed2026-07-24

EWT

ISHARES INC

0.00%

Shares32.4K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

0.78%

Shares9.8K

Event2026-06-30

Filed2026-07-24

OTIS

OTIS WORLDWIDE CORP

-46.40%

Shares47.0K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

1.12%

Shares9.4K

Event2026-06-30

Filed2026-07-24

BSX

BOSTON SCIENTIFIC CORP

0.38%

Shares73.0K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

2.33%

Shares41.4K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

-3.61%

Shares4.1K

Event2026-06-30

Filed2026-07-24

INDA

ISHARES TR

11.03%

Shares59.8K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-5.21%

Shares20.0K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

2.26%

Shares10.5K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

-4.03%

Shares5.4K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-48.33%

Shares3.7K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

-6.08%

Shares31.4K

Event2026-06-30

Filed2026-07-24

IGF

ISHARES TR

0.00%

Shares35.5K

Event2026-06-30

Filed2026-07-24

ACWI

ISHARES TR

-2.05%

Shares14.3K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

5.39%

Shares2.2K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

95.47%

Shares12.5K

Event2026-06-30

Filed2026-07-24

TDG

TRANSDIGM GROUP INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-24

VNQI

VANGUARD INTL EQUITY INDEX F

0.00%

Shares40.0K

Event2026-06-30

Filed2026-07-24

BRO

BROWN & BROWN INC

-69.49%

Shares26.4K

Event2026-06-30

Filed2026-07-24

IEUS

ISHARES TR

-0.19%

Shares24.3K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

1.97%

Shares8.4K

Event2026-06-30

Filed2026-07-24

CPRT

COPART INC

3.68%

Shares52.6K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

-22.66%

Shares9.1K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

-0.61%

Shares3.4K

Event2026-06-30

Filed2026-07-24

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares25.8K

Event2026-06-30

Filed2026-07-24

LEMB

ISHARES INC

-1.42%

Shares33.3K

Event2026-06-30

Filed2026-07-24

IXN

ISHARES TR

-48.71%

Shares9.1K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

36.01%

Shares17.9K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

EWA

ISHARES INC

258.92%

Shares42.1K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

-2.64%

Shares19.5K

Event2026-06-30

Filed2026-07-24

CBRS

CEREBRAS SYSTEMS INC

New

Shares5.0K

Event2026-06-30

Filed2026-07-24

FXI

ISHARES TR

-10.23%

Shares33.1K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

ADOBE INC

1.84%

Shares4.8K

Event2026-06-30

Filed2026-07-24

XBI

SPDR SERIES TRUST

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-24

ACWX

ISHARES TR

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

-4.44%

Shares11.2K

Event2026-06-30

Filed2026-07-24

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares26.0K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-24

GIGB

GOLDMAN SACHS ETF TR

0.00%

Shares18.9K

Event2026-06-30

Filed2026-07-24

VGIT

VANGUARD SCOTTSDALE FDS

77.48%

Shares14.1K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-24

VGSH

VANGUARD SCOTTSDALE FDS

-2.33%

Shares12.6K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-24

EWC

ISHARES INC

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

0.00%

Shares600

Event2026-06-30

Filed2026-07-24

VBIL

VANGUARD INSTL INDEX FD

-49.63%

Shares6.8K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

EWY

ISHARES INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TR

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-24

DEERE & CO

5.50%

Shares710

Event2026-06-30

Filed2026-07-24

VNM

VANECK ETF TRUST

0.00%

Shares24.2K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-24

HDB

HDFC BANK LTD

0.00%

Shares16.9K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

3.06%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

THD

ISHARES INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

VWOB

VANGUARD WHITEHALL FDS

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-24

CQQQ

INVESCO EXCH TRADED FD TR II

24.77%

Shares6.8K

Event2026-06-30

Filed2026-07-24

FEZ

SPDR INDEX SHS FDS

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

SLB

SLB LIMITED

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

EWG

ISHARES INC

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-4.49%

Shares3.0K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

-2.46%

Shares2.3K

Event2026-06-30

Filed2026-07-24

IYJ

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

EIDO

ISHARES TR

0.00%

Shares27.7K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

CTAS

CINTAS CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

DGRW

WISDOMTREE TR

-17.72%

Shares3.0K

Event2026-06-30

Filed2026-07-24

OEF

ISHARES TR

0.00%

Shares765

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

-36.76%

Shares289

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

CARLYLE GROUP INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-24

SELECT SECTOR SPDR TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

AUTONATION INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

CORTEVA INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

IFF

INTERNATIONAL FLAVORS&FRAGRA

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

ICVT

ISHARES TR

-72.06%

Shares1.9K

Event2026-06-30

Filed2026-07-24

CNYA

ISHARES TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

New

Shares666

Event2026-06-30

Filed2026-07-24

SBS

COMPANHIA DE SANEAMENTO BASI

New

Shares15.7K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available