Sponsored

The Analysis of Pine Haven Investment Counsel, Inc's Holdings & P&L

Currently, Pine Haven Investment Counsel, Inc holds 116 types of securities in its portfolio with a total value $148.8M. In the most recent quarter, they have increased their positions in IWF (+2.9K shares, valued at $353.9K), INTC (+2.1K shares, valued at $300.2K), FSLR (+974 shares, valued at $229.8K); decreased their positions in N/A (-630 shares, valued at $455.5K), IWB (-540 shares, valued at $221.1K), GOOGL (-333 shares, valued at $119.0K); initiated new positions in INTC (+2.1K shares, valued at $300.2K), FSLR (+974 shares, valued at $229.8K), XLF (+3.9K shares, valued at $207.5K).

1M P&L

+2.0M+1.76%

3M P&L

+3.2M+2.77%

HY P&L

+3.1M+2.68%

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/A27.3M

22.6%

2Consumer Electronics11.7M

9.7%

3Software - Infrastructure11.2M

9.2%

Top Industries by Stock Count

1N/A32 stocks

32.7%

2Drug Manufacturers - General6 stocks

6.1%

3Semiconductors5 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC40.6K shares-0.16%2026-06-302026-07-08

MSFT MICROSOFT CORP29.9K shares-0.20%2026-06-302026-07-08

GOOGL ALPHABET INC15.1K shares-2.16%2026-06-302026-07-08

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION5.5K shares0.33%2026-06-302026-07-08

BRK.B BERKSHIRE HATHAWAY INC DEL9.3K shares0.22%2026-06-302026-07-08

ABBVIE INC ABBVIE INC18.0K shares0.12%2026-06-302026-07-08

SBUX STARBUCKS CORP42.2K shares1.02%2026-06-302026-07-08

APPLIED MATLS INC APPLIED MATLS INC5.8K shares-9.86%2026-06-302026-07-08

Sponsored

ESGD ISHARES TR40.1K shares4.82%2026-06-302026-07-08

SCHW SCHWAB CHARLES CORP40.4K shares-0.97%2026-06-302026-07-08

VOO VANGUARD INDEX FDS4.4K shares0.00%2026-06-302026-07-08

EXXON MOBIL CORP EXXON MOBIL CORP18.8K shares-1.57%2026-06-302026-07-08

DE DEERE & CO4.0K shares0.79%2026-06-302026-07-08

AMGN AMGEN INC6.3K shares-0.36%2026-06-302026-07-08

JNJ JOHNSON & JOHNSON9.0K shares-2.66%2026-06-302026-07-08

GOOG ALPHABET INC6.4K shares-0.23%2026-06-302026-07-08

Sponsored

CAT CATERPILLAR INC2.1K shares-4.34%2026-06-302026-07-08

EAGG ISHARES TR45.8K shares6.62%2026-06-302026-07-08

ABT ABBOTT LABORATORIES23.1K shares1.50%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.7K shares0.55%2026-06-302026-07-08

MRK MERCK & CO INC14.3K shares0.61%2026-06-302026-07-08

NVDA NVIDIA CORPORATION9.1K shares-0.85%2026-06-302026-07-08

PG PROCTER & GAMBLE CO12.0K shares0.13%2026-06-302026-07-08

ORACLE CORP ORACLE CORP12.0K shares0.00%2026-06-302026-07-08

Sponsored

AMD ADVANCED MICRO DEVICES INC2.9K shares0.59%2026-06-302026-07-08

EMR EMERSON ELEC CO11.2K shares2.44%2026-06-302026-07-08

TJX TJX COS INC NEW10.5K shares1.57%2026-06-302026-07-08

ESML ISHARES TR26.7K shares1.45%2026-06-302026-07-08

UNP UNION PAC CORP5.5K shares-0.36%2026-06-302026-07-08

MAR MARRIOTT INTL INC NEW3.7K shares0.00%2026-06-302026-07-08

PEP PEPSICO INC9.7K shares-1.66%2026-06-302026-07-08

IWR ISHARES TR11.5K shares0.00%2026-06-302026-07-08

Sponsored

SCHP SCHWAB STRATEGIC TR47.8K shares3.89%2026-06-302026-07-08

CMG CHIPOTLE MEXICAN GRILL INC36.7K shares0.46%2026-06-302026-07-08

VISA INC VISA INC3.6K shares-0.08%2026-06-302026-07-08

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.7K shares0.00%2026-06-302026-07-08

CL COLGATE PALMOLIVE CO12.6K shares1.18%2026-06-302026-07-08

SYK STRYKER CORPORATION3.5K shares0.00%2026-06-302026-07-08

EFA ISHARES TR10.2K shares0.00%2026-06-302026-07-08

SUSB ISHARES TR42.4K shares8.66%2026-06-302026-07-08

Sponsored

KO COCA COLA CO12.6K shares-0.42%2026-06-302026-07-08

BLK BLACKROCK INC1.0K shares3.35%2026-06-302026-07-08

BROADCOM INC BROADCOM INC2.7K shares-1.85%2026-06-302026-07-08

GNRC GENERAC HLDGS INC3.4K shares0.72%2026-06-302026-07-08

TSLA TESLA INC2.3K shares0.00%2026-06-302026-07-08

ROK ROCKWELL AUTOMATION INC1.9K shares0.00%2026-06-302026-07-08

VGSR MANAGER DIRECTED PORTFOLIOS81.5K shares2.13%2026-06-302026-07-08

ISTB ISHARES TR18.6K shares0.27%2026-06-302026-07-08

Sponsored

MDYG SPDR SERIES TRUST7.9K shares17.00%2026-06-302026-07-08

NKE NIKE INC20.9K shares-0.90%2026-06-302026-07-08

MNST MONSTER BEVERAGE CORP NEW8.3K shares0.00%2026-06-302026-07-08

TROW PRICE T ROWE GROUP INC7.0K shares-0.06%2026-06-302026-07-08

ECL ECOLAB INC2.8K shares0.22%2026-06-302026-07-08

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-08

META PLATFORMS INC META PLATFORMS INC1.3K shares0.00%2026-06-302026-07-08

BA BOEING CO3.4K shares0.00%2026-06-302026-07-08

Sponsored

IDEXX LABS INC IDEXX LABS INC1.4K shares4.75%2026-06-302026-07-08

ISRG INTUITIVE SURGICAL INC1.8K shares0.55%2026-06-302026-07-08

ESGE ISHARES INC12.6K shares1.17%2026-06-302026-07-08

NEXTERA ENERGY INC NEXTERA ENERGY INC7.4K shares3.84%2026-06-302026-07-08

IJR ISHARES TR4.3K shares0.00%2026-06-302026-07-08

DIS DISNEY WALT CO6.7K shares0.00%2026-06-302026-07-08

VEU VANGUARD INTL EQUITY INDEX F7.5K shares0.00%2026-06-302026-07-08

WMT WALMART INC5.5K shares0.00%2026-06-302026-07-08

Sponsored

SCHH SCHWAB STRATEGIC TR25.6K shares13.08%2026-06-302026-07-08

CISCO SYS INC CISCO SYS INC5.1K shares0.00%2026-06-302026-07-08

NETFLIX INC. NETFLIX INC.8.4K shares0.00%2026-06-302026-07-08

SCHD SCHWAB STRATEGIC TR18.2K shares7.11%2026-06-302026-07-08

SCHA SCHWAB STRATEGIC TR16.0K shares1.92%2026-06-302026-07-08

IWF ISHARES TR4.6K shares166.67%2026-06-302026-07-08

HD HOME DEPOT INC1.6K shares-2.48%2026-06-302026-07-08

QCOM QUALCOMM INC2.9K shares1.21%2026-06-302026-07-08

Sponsored

LLY ELI LILLY & CO427 shares2.40%2026-06-302026-07-08

CRM SALESFORCE INC3.2K shares0.96%2026-06-302026-07-08

CI THE CIGNA GROUP1.8K shares-8.98%2026-06-302026-07-08

SUSA ISHARES TR3.1K shares0.00%2026-06-302026-07-08

AMZN AMAZON COM INC2.0K shares4.56%2026-06-302026-07-08

IWB ISHARES TR1.1K shares-33.33%2026-06-302026-07-08

CVS CVS HEALTH CORP4.3K shares0.00%2026-06-302026-07-08

NSC NORFOLK SOUTHN CORP1.4K shares0.00%2026-06-302026-07-08

Sponsored

EXPD EXPEDITORS INTL WASH INC2.6K shares0.00%2026-06-302026-07-08

HASI HA SUSTAINABLE INFRA CAP INC10.0K shares4.57%2026-06-302026-07-08

IBDR ISHARES TR15.2K shares0.00%2026-06-302026-07-08

IBDS ISHARES TR15.2K shares0.00%2026-06-302026-07-08

TXN TEXAS INSTRS INC1.2K shares0.00%2026-06-302026-07-08

SAP SAP SE2.3K shares0.00%2026-06-302026-07-08

APD AIR PRODUCTS AND CHEMICALS I1.2K shares0.00%2026-06-302026-07-08

UL UNILEVER PLC5.6K shares-1.56%2026-06-302026-07-08

Sponsored

TRMB TRIMBLE INC6.4K shares0.00%2026-06-302026-07-08

DKS DICKS SPORTING GOODS INC1.4K shares1.20%2026-06-302026-07-08

VCSH VANGUARD SCOTTSDALE FDS4.0K shares0.00%2026-06-302026-07-08

SCHE SCHWAB STRATEGIC TR8.4K shares0.00%2026-06-302026-07-08

3M CO 3M CO1.9K shares-9.42%2026-06-302026-07-08

INTC INTEL CORP2.1K sharesnew addition2026-06-302026-07-08

ICSH ISHARES TR5.8K shares-1.69%2026-06-302026-07-08

GLD SPDR GOLD TR788 shares0.00%2026-06-302026-07-08

Sponsored

AFL AFLAC INC2.4K shares0.00%2026-06-302026-07-08

WY WEYERHAEUSER CO11.5K shares11.38%2026-06-302026-07-08

VWO VANGUARD INTL EQUITY INDEX F4.6K shares0.00%2026-06-302026-07-08

ISHARES TR ISHARES TR2.7K shares-20.18%2026-06-302026-07-08

CSX CSX CORP5.6K shares0.00%2026-06-302026-07-08

SOUTHERN CO SOUTHERN CO2.8K shares0.00%2026-06-302026-07-08

NTES NETEASE COM INC2.0K shares0.00%2026-06-302026-07-08

IBDT ISHARES TR10.1K shares7.49%2026-06-302026-07-08

Sponsored

PM PHILIP MORRIS INTL INC1.4K shares0.00%2026-06-302026-07-08

ES EVERSOURCE ENERGY3.5K shares0.00%2026-06-302026-07-08

PCAR PACCAR INC2.0K shares0.00%2026-06-302026-07-08

GILD GILEAD SCIENCES INC1.9K shares-0.27%2026-06-302026-07-08

JLL JONES LANG LASALLE INC754 shares-6.22%2026-06-302026-07-08

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC700 shares0.00%2026-06-302026-07-08

FSLR FIRST SOLAR INC974 sharesnew addition2026-06-302026-07-08

ICLN ISHARES TR10.7K shares0.00%2026-06-302026-07-08

Sponsored

ROP ROPER TECHNOLOGIES INC615 shares0.00%2026-06-302026-07-08

XLF SELECT SECTOR SPDR TR3.9K sharesnew addition2026-06-302026-07-08

SCHO SCHWAB STRATEGIC TR8.6K shares2.15%2026-06-302026-07-08

BMY BRISTOL-MYERS SQUIBB CO3.6K shares0.00%2026-06-302026-07-08

AAPL

APPLE INC

-0.16%

Shares40.6K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

-0.20%

Shares29.9K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

-2.16%

Shares15.1K

Event2026-06-30

Filed2026-07-08

COSTCO WHOLESALE CORPORATION

0.33%

Shares5.5K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.22%

Shares9.3K

Event2026-06-30

Filed2026-07-08

ABBVIE INC

0.12%

Shares18.0K

Event2026-06-30

Filed2026-07-08

SBUX

STARBUCKS CORP

1.02%

Shares42.2K

Event2026-06-30

Filed2026-07-08

APPLIED MATLS INC

-9.86%

Shares5.8K

Event2026-06-30

Filed2026-07-08

ESGD

ISHARES TR

4.82%

Shares40.1K

Event2026-06-30

Filed2026-07-08

SCHW

SCHWAB CHARLES CORP

-0.97%

Shares40.4K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-08

EXXON MOBIL CORP

-1.57%

Shares18.8K

Event2026-06-30

Filed2026-07-08

DEERE & CO

0.79%

Shares4.0K

Event2026-06-30

Filed2026-07-08

AMGN

AMGEN INC

-0.36%

Shares6.3K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

-2.66%

Shares9.0K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC

-0.23%

Shares6.4K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

-4.34%

Shares2.1K

Event2026-06-30

Filed2026-07-08

EAGG

ISHARES TR

6.62%

Shares45.8K

Event2026-06-30

Filed2026-07-08

ABT

ABBOTT LABORATORIES

1.50%

Shares23.1K

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

0.55%

Shares2.7K

Event2026-06-30

Filed2026-07-08

MRK

MERCK & CO INC

0.61%

Shares14.3K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORPORATION

-0.85%

Shares9.1K

Event2026-06-30

Filed2026-07-08

PROCTER & GAMBLE CO

0.13%

Shares12.0K

Event2026-06-30

Filed2026-07-08

ORACLE CORP

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO DEVICES INC

0.59%

Shares2.9K

Event2026-06-30

Filed2026-07-08

EMR

EMERSON ELEC CO

2.44%

Shares11.2K

Event2026-06-30

Filed2026-07-08

TJX

TJX COS INC NEW

1.57%

Shares10.5K

Event2026-06-30

Filed2026-07-08

ESML

ISHARES TR

1.45%

Shares26.7K

Event2026-06-30

Filed2026-07-08

UNP

UNION PAC CORP

-0.36%

Shares5.5K

Event2026-06-30

Filed2026-07-08

MAR

MARRIOTT INTL INC NEW

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-08

PEP

PEPSICO INC

-1.66%

Shares9.7K

Event2026-06-30

Filed2026-07-08

IWR

ISHARES TR

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-08

SCHP

SCHWAB STRATEGIC TR

3.89%

Shares47.8K

Event2026-06-30

Filed2026-07-08

CMG

CHIPOTLE MEXICAN GRILL INC

0.46%

Shares36.7K

Event2026-06-30

Filed2026-07-08

VISA INC

-0.08%

Shares3.6K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-08

COLGATE PALMOLIVE CO

1.18%

Shares12.6K

Event2026-06-30

Filed2026-07-08

SYK

STRYKER CORPORATION

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-08

EFA

ISHARES TR

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-08

SUSB

ISHARES TR

8.66%

Shares42.4K

Event2026-06-30

Filed2026-07-08

COCA COLA CO

-0.42%

Shares12.6K

Event2026-06-30

Filed2026-07-08

BLK

BLACKROCK INC

3.35%

Shares1.0K

Event2026-06-30

Filed2026-07-08

BROADCOM INC

-1.85%

Shares2.7K

Event2026-06-30

Filed2026-07-08

GNRC

GENERAC HLDGS INC

0.72%

Shares3.4K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-08

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-08

VGSR

MANAGER DIRECTED PORTFOLIOS

2.13%

Shares81.5K

Event2026-06-30

Filed2026-07-08

ISTB

ISHARES TR

0.27%

Shares18.6K

Event2026-06-30

Filed2026-07-08

MDYG

SPDR SERIES TRUST

17.00%

Shares7.9K

Event2026-06-30

Filed2026-07-08

NKE

NIKE INC

-0.90%

Shares20.9K

Event2026-06-30

Filed2026-07-08

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-08

TROW

PRICE T ROWE GROUP INC

-0.06%

Shares7.0K

Event2026-06-30

Filed2026-07-08

ECL

ECOLAB INC

0.22%

Shares2.8K

Event2026-06-30

Filed2026-07-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

BOEING CO

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-08

IDEXX LABS INC

4.75%

Shares1.4K

Event2026-06-30

Filed2026-07-08

ISRG

INTUITIVE SURGICAL INC

0.55%

Shares1.8K

Event2026-06-30

Filed2026-07-08

ESGE

ISHARES INC

1.17%

Shares12.6K

Event2026-06-30

Filed2026-07-08

NEXTERA ENERGY INC

3.84%

Shares7.4K

Event2026-06-30

Filed2026-07-08

IJR

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-08

DIS

DISNEY WALT CO

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-08

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-08

SCHH

SCHWAB STRATEGIC TR

13.08%

Shares25.6K

Event2026-06-30

Filed2026-07-08

CISCO SYS INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-08

NETFLIX INC.

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-08

SCHD

SCHWAB STRATEGIC TR

7.11%

Shares18.2K

Event2026-06-30

Filed2026-07-08

SCHA

SCHWAB STRATEGIC TR

1.92%

Shares16.0K

Event2026-06-30

Filed2026-07-08

IWF

ISHARES TR

166.67%

Shares4.6K

Event2026-06-30

Filed2026-07-08

HOME DEPOT INC

-2.48%

Shares1.6K

Event2026-06-30

Filed2026-07-08

QCOM

QUALCOMM INC

1.21%

Shares2.9K

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO

2.40%

Shares427

Event2026-06-30

Filed2026-07-08

CRM

SALESFORCE INC

0.96%

Shares3.2K

Event2026-06-30

Filed2026-07-08

THE CIGNA GROUP

-8.98%

Shares1.8K

Event2026-06-30

Filed2026-07-08

SUSA

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

4.56%

Shares2.0K

Event2026-06-30

Filed2026-07-08

IWB

ISHARES TR

-33.33%

Shares1.1K

Event2026-06-30

Filed2026-07-08

CVS

CVS HEALTH CORP

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-08

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

EXPD

EXPEDITORS INTL WASH INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-08

HASI

HA SUSTAINABLE INFRA CAP INC

4.57%

Shares10.0K

Event2026-06-30

Filed2026-07-08

IBDR

ISHARES TR

0.00%

Shares15.2K

Event2026-06-30

Filed2026-07-08

IBDS

ISHARES TR

0.00%

Shares15.2K

Event2026-06-30

Filed2026-07-08

TXN

TEXAS INSTRS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

SAP

SAP SE

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-08

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

UNILEVER PLC

-1.56%

Shares5.6K

Event2026-06-30

Filed2026-07-08

TRMB

TRIMBLE INC

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-08

DKS

DICKS SPORTING GOODS INC

1.20%

Shares1.4K

Event2026-06-30

Filed2026-07-08

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-08

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-08

3M CO

-9.42%

Shares1.9K

Event2026-06-30

Filed2026-07-08

INTC

INTEL CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-08

ICSH

ISHARES TR

-1.69%

Shares5.8K

Event2026-06-30

Filed2026-07-08

GLD

SPDR GOLD TR

0.00%

Shares788

Event2026-06-30

Filed2026-07-08

AFL

AFLAC INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-08

WEYERHAEUSER CO

11.38%

Shares11.5K

Event2026-06-30

Filed2026-07-08

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-08

ISHARES TR

-20.18%

Shares2.7K

Event2026-06-30

Filed2026-07-08

CSX

CSX CORP

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-08

SOUTHERN CO

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-08

NTES

NETEASE COM INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-08

IBDT

ISHARES TR

7.49%

Shares10.1K

Event2026-06-30

Filed2026-07-08

PHILIP MORRIS INTL INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

EVERSOURCE ENERGY

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-08

PCAR

PACCAR INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-08

GILD

GILEAD SCIENCES INC

-0.27%

Shares1.9K

Event2026-06-30

Filed2026-07-08

JLL

JONES LANG LASALLE INC

-6.22%

Shares754

Event2026-06-30

Filed2026-07-08

TRAVELERS COMPANIES INC

0.00%

Shares700

Event2026-06-30

Filed2026-07-08

FSLR

FIRST SOLAR INC

New

Shares974

Event2026-06-30

Filed2026-07-08

ICLN

ISHARES TR

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-08

ROP

ROPER TECHNOLOGIES INC

0.00%

Shares615

Event2026-06-30

Filed2026-07-08

XLF

SELECT SECTOR SPDR TR

New

Shares3.9K

Event2026-06-30

Filed2026-07-08

SCHO

SCHWAB STRATEGIC TR

2.15%

Shares8.6K

Event2026-06-30

Filed2026-07-08

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available