The Analysis of Portside Wealth Group, LLC's Holdings & P&L


Currently, Portside Wealth Group, LLC holds 458 types of securities in its portfolio with a total value $736.7M. In the most recent quarter, they have increased their positions in BIL (+179.7K shares, valued at $16.5M), VBR (+29.8K shares, valued at $6.5M), IEMG (+80.8K shares, valued at $5.6M); decreased their positions in SPEM (-116.0K shares, valued at $5.4M), AMZN (-16.3K shares, valued at $3.4M), STIP (-21.6K shares, valued at $2.2M); initiated new positions in VBR (+29.8K shares, valued at $6.5M), IEFA (+59.0K shares, valued at $5.3M), VBK (+11.7K shares, valued at $3.5M).


1M P&L
+17.3M+2.56%
3M P&L
+12.1M+1.77%
HY P&L
+37.6M+5.72%

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/A195.7M
29.5%
2Software - Infrastructure43.1M
6.5%
3Semiconductors33.1M
5.0%

Top Industries by Stock Count

1N/A64 stocks
15.3%
2Software - Application26 stocks
6.2%
3Software - Infrastructure18 stocks
4.3%
Stock Holdings
BIL
SPDR SERIES TRUST
50.24%
Shares537.4K
Event2026-03-31
Filed2026-05-12
NVDA
NVIDIA CORPORATION
1.67%
Shares130.5K
Event2026-03-31
Filed2026-05-12
SPYG
SPDR SERIES TRUST
10.10%
Shares229.9K
Event2026-03-31
Filed2026-05-12
SPDW
SPDR INDEX SHS FDS
7.41%
Shares398.5K
Event2026-03-31
Filed2026-05-12
MSFT
MICROSOFT CORP
-9.10%
Shares42.2K
Event2026-03-31
Filed2026-05-12
SPYV
SPDR SERIES TRUST
9.40%
Shares242.8K
Event2026-03-31
Filed2026-05-12
AAPL
APPLE INC
23.98%
Shares53.4K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
0.03%
Shares46.6K
Event2026-03-31
Filed2026-05-12
AMZN
AMAZON COM INC
-21.15%
Shares60.9K
Event2026-03-31
Filed2026-05-12
TSLA
TESLA INC
9.65%
Shares25.1K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
-9.78%
Shares29.8K
Event2026-03-31
Filed2026-05-12
V
VISA INC
-10.81%
Shares27.1K
Event2026-03-31
Filed2026-05-12
META
META PLATFORMS INC
20.75%
Shares14.2K
Event2026-03-31
Filed2026-05-12
SHYG
ISHARES TR
14.63%
Shares188.9K
Event2026-03-31
Filed2026-05-12
SPSM
SPDR SERIES TRUST
8.96%
Shares150.3K
Event2026-03-31
Filed2026-05-12
SPEM
SPDR INDEX SHS FDS
-43.02%
Shares153.6K
Event2026-03-31
Filed2026-05-12
JNJ
JOHNSON & JOHNSON
-18.34%
Shares27.7K
Event2026-03-31
Filed2026-05-12
NFLX
NETFLIX INC.
7.09%
Shares69.9K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
BROADCOM INC
-9.47%
Shares21.7K
Event2026-03-31
Filed2026-05-12
VZ
VERIZON COMMUNICATIONS INC
1.97%
Shares131.4K
Event2026-03-31
Filed2026-05-12
VBR
VANGUARD INDEX FDS
New
Shares29.8K
Event2026-03-31
Filed2026-05-12
SPMB
SPDR SERIES TRUST
3.86%
Shares267.5K
Event2026-03-31
Filed2026-05-12
IEMG
ISHARES INC
2114.81%
Shares84.7K
Event2026-03-31
Filed2026-05-12
ORCL
ORACLE CORP
-26.92%
Shares39.2K
Event2026-03-31
Filed2026-05-12
LLY
ELI LILLY & CO
-24.17%
Shares6.2K
Event2026-03-31
Filed2026-05-12
IEFA
ISHARES TR
New
Shares59.0K
Event2026-03-31
Filed2026-05-12
JPM
JPMORGAN CHASE & CO
1.29%
Shares17.9K
Event2026-03-31
Filed2026-05-12
CVX
CHEVRON CORPORATION
-5.94%
Shares24.9K
Event2026-03-31
Filed2026-05-12
IEF
ISHARES TR
6.34%
Shares54.0K
Event2026-03-31
Filed2026-05-12
SPTL
SPDR SERIES TRUST
5.84%
Shares184.8K
Event2026-03-31
Filed2026-05-12
BA
BOEING CO
9.18%
Shares24.4K
Event2026-03-31
Filed2026-05-12
GOVT
ISHARES TR
0.77%
Shares210.8K
Event2026-03-31
Filed2026-05-12
PM
PHILIP MORRIS INTL INC
5.12%
Shares28.3K
Event2026-03-31
Filed2026-05-12
VCIT
VANGUARD SCOTTSDALE FDS
4.25%
Shares54.2K
Event2026-03-31
Filed2026-05-12
RTX
RTX CORPORATION
-5.76%
Shares23.1K
Event2026-03-31
Filed2026-05-12
CSCO
CISCO SYS INC
-10.39%
Shares57.1K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-3.04%
Shares9.2K
Event2026-03-31
Filed2026-05-12
PEP
PEPSICO INC
4.58%
Shares28.3K
Event2026-03-31
Filed2026-05-12
SHOP
SHOPIFY INC
-20.50%
Shares36.7K
Event2026-03-31
Filed2026-05-12
MA
MASTERCARD INCORPORATED
-25.14%
Shares8.7K
Event2026-03-31
Filed2026-05-12
IVV
ISHARES TR
-7.68%
Shares6.3K
Event2026-03-31
Filed2026-05-12
WFC
WELLS FARGO & CO
-10.06%
Shares48.6K
Event2026-03-31
Filed2026-05-12
ABBV
ABBVIE INC
-1.46%
Shares17.5K
Event2026-03-31
Filed2026-05-12
SHEL
SHELL PLC
4.07%
Shares40.4K
Event2026-03-31
Filed2026-05-12
VBK
VANGUARD INDEX FDS
New
Shares11.7K
Event2026-03-31
Filed2026-05-12
MDLZ
MONDELEZ INTL INC
111.82%
Shares57.3K
Event2026-03-31
Filed2026-05-12
DIS
DISNEY WALT CO
4.37%
Shares33.7K
Event2026-03-31
Filed2026-05-12
SBUX
STARBUCKS CORP
-17.60%
Shares36.1K
Event2026-03-31
Filed2026-05-12
CRM
SALESFORCE INC
39.54%
Shares17.3K
Event2026-03-31
Filed2026-05-12
XOM
EXXON MOBIL CORP
-9.67%
Shares18.6K
Event2026-03-31
Filed2026-05-12
JQUA
J P MORGAN EXCHANGE TRADED F
-1.31%
Shares51.5K
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC
MEDTRONIC PLC
-4.42%
Shares36.3K
Event2026-03-31
Filed2026-05-12
AMAT
APPLIED MATLS INC
0.11%
Shares9.2K
Event2026-03-31
Filed2026-05-12
HGER
HARBOR ETF TRUST
-25.71%
Shares96.5K
Event2026-03-31
Filed2026-05-12
GLDM
WORLD GOLD TR
-32.04%
Shares31.6K
Event2026-03-31
Filed2026-05-12
ASML
ASML HLDG NV
-9.51%
Shares2.1K
Event2026-03-31
Filed2026-05-12
BAC
BANK AMERICA CORP
3.44%
Shares57.5K
Event2026-03-31
Filed2026-05-12
NOW
SERVICENOW INC
12.09%
Shares26.6K
Event2026-03-31
Filed2026-05-12
COST
COSTCO WHOLESALE CORPORATION
33.25%
Shares2.8K
Event2026-03-31
Filed2026-05-12
SLYG
SPDR SERIES TRUST
2.22%
Shares28.5K
Event2026-03-31
Filed2026-05-12
NVO
NOVO-NORDISK A S
60.64%
Shares74.3K
Event2026-03-31
Filed2026-05-12
HD
HOME DEPOT INC
12.00%
Shares8.3K
Event2026-03-31
Filed2026-05-12
AEM
AGNICO EAGLE MINES LTD
-16.47%
Shares13.4K
Event2026-03-31
Filed2026-05-12
T
AT&T INC
29.29%
Shares90.7K
Event2026-03-31
Filed2026-05-12
CAT
CATERPILLAR INC
-4.66%
Shares3.7K
Event2026-03-31
Filed2026-05-12
CSMD
PROFESIONALLY MANAGED PORTFO
47.12%
Shares84.9K
Event2026-03-31
Filed2026-05-12
XHLF
BONDBLOXX ETF TRUST
1.66%
Shares51.6K
Event2026-03-31
Filed2026-05-12
CME
CME GROUP INC
36.20%
Shares8.7K
Event2026-03-31
Filed2026-05-12
CVS
CVS HEALTH CORP
8.11%
Shares34.6K
Event2026-03-31
Filed2026-05-12
VT
VANGUARD INTL EQUITY INDEX F
31.83%
Shares17.5K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
MERCK & CO INC
-16.81%
Shares20.0K
Event2026-03-31
Filed2026-05-12
PFE
PFIZER INC
13.01%
Shares85.5K
Event2026-03-31
Filed2026-05-12
UNILEVER PLC
UNILEVER PLC
-1.53%
Shares41.7K
Event2026-03-31
Filed2026-05-12
COP
CONOCOPHILLIPS
0.31%
Shares18.0K
Event2026-03-31
Filed2026-05-12
VXUS
VANGUARD STAR FDS
-40.00%
Shares29.9K
Event2026-03-31
Filed2026-05-12
PG
PROCTER & GAMBLE CO
27.53%
Shares15.9K
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FDS
VANGUARD INDEX FDS
27.50%
Shares3.8K
Event2026-03-31
Filed2026-05-12
UPS
UNITED PARCEL SVCS INC
10.60%
Shares23.0K
Event2026-03-31
Filed2026-05-12
GILD
GILEAD SCIENCES INC
-6.75%
Shares15.6K
Event2026-03-31
Filed2026-05-12
OXY
OCCIDENTAL PETE CORP
5.15%
Shares33.3K
Event2026-03-31
Filed2026-05-12
SPSB
SPDR SERIES TRUST
1.89%
Shares71.9K
Event2026-03-31
Filed2026-05-12
VRTX
VERTEX PHARMACEUTICALS INC
11.82%
Shares4.8K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
LAM RESEARCH CORP
72.14%
Shares9.9K
Event2026-03-31
Filed2026-05-12
USB
US BANCORP
-9.56%
Shares40.5K
Event2026-03-31
Filed2026-05-12
STIP
ISHARES TR
-51.87%
Shares20.0K
Event2026-03-31
Filed2026-05-12
ISRG
INTUITIVE SURGICAL INC
-21.43%
Shares4.4K
Event2026-03-31
Filed2026-05-12
MNST
MONSTER BEVERAGE CORP NEW
9.38%
Shares27.7K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-25.54%
Shares10.1K
Event2026-03-31
Filed2026-05-12
PLTR
PALANTIR TECHNOLOGIES INC
-8.61%
Shares13.6K
Event2026-03-31
Filed2026-05-12
KO
COCA COLA CO
1.83%
Shares25.9K
Event2026-03-31
Filed2026-05-12
ZTS
ZOETIS INC
-32.05%
Shares16.5K
Event2026-03-31
Filed2026-05-12
MCD
MCDONALDS CORP
0.22%
Shares6.3K
Event2026-03-31
Filed2026-05-12
GLW
CORNING INC
-17.96%
Shares14.2K
Event2026-03-31
Filed2026-05-12
STZ
CONSTELLATION BRANDS INC
35.58%
Shares12.7K
Event2026-03-31
Filed2026-05-12
MPC
MARATHON PETE CORP
16.74%
Shares7.7K
Event2026-03-31
Filed2026-05-12
IDXX
IDEXX LABS INC
-30.62%
Shares3.3K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-4.41%
Shares5.4K
Event2026-03-31
Filed2026-05-12
AMT
AMERICAN TOWER CORP
14.11%
Shares10.7K
Event2026-03-31
Filed2026-05-12
STRL
STERLING INFRASTRUCTURE INC
2.42%
Shares4.5K
Event2026-03-31
Filed2026-05-12
LOW
LOWES COS INC
14.76%
Shares7.6K
Event2026-03-31
Filed2026-05-12
ENB
ENBRIDGE INC
-3.00%
Shares33.1K
Event2026-03-31
Filed2026-05-12
WMB
WILLIAMS COS INC
-7.78%
Shares24.6K
Event2026-03-31
Filed2026-05-12
SCHZ
SCHWAB STRATEGIC TR
399.27%
Shares77.0K
Event2026-03-31
Filed2026-05-12
FTI
TECHNIPFMC PLC
-25.50%
Shares25.7K
Event2026-03-31
Filed2026-05-12
WMT
WALMART INC
25.96%
Shares14.3K
Event2026-03-31
Filed2026-05-12
MSCI
MSCI INC
-39.51%
Shares3.3K
Event2026-03-31
Filed2026-05-12
QCOM
QUALCOMM INC
-27.75%
Shares13.5K
Event2026-03-31
Filed2026-05-12
MS
MORGAN STANLEY
2.38%
Shares10.5K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
1.11%
Shares13.1K
Event2026-03-31
Filed2026-05-12
EPAM
EPAM SYS INC
59.78%
Shares12.4K
Event2026-03-31
Filed2026-05-12
ADSK
AUTODESK INC
1.43%
Shares7.0K
Event2026-03-31
Filed2026-05-12
NVS
NOVARTIS AG
38.73%
Shares10.6K
Event2026-03-31
Filed2026-05-12
TSM
TAIWAN SEMICONDUCTOR MANUFAC
12.05%
Shares4.7K
Event2026-03-31
Filed2026-05-12
EFV
ISHARES TR
26.07%
Shares21.3K
Event2026-03-31
Filed2026-05-12
JAAA
JANUS DETROIT STR TR
5.12%
Shares30.8K
Event2026-03-31
Filed2026-05-12
APD
AIR PRODUCTS AND CHEMICALS I
0.70%
Shares5.3K
Event2026-03-31
Filed2026-05-12
UNP
UNION PAC CORP
3.82%
Shares6.4K
Event2026-03-31
Filed2026-05-12
REGN
REGENERON PHARMACEUTICALS
10.75%
Shares2.0K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC
CITIGROUP INC
-3.58%
Shares13.5K
Event2026-03-31
Filed2026-05-12
FCX
FREEPORT MCMORAN INC
-23.16%
Shares25.9K
Event2026-03-31
Filed2026-05-12
CSGP
COSTAR GROUP INC
95.99%
Shares37.5K
Event2026-03-31
Filed2026-05-12
GWX
SPDR INDEX SHS FDS
5.45%
Shares35.8K
Event2026-03-31
Filed2026-05-12
PCG
PG&E CORP
0.68%
Shares85.9K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR
INVESCO QQQ TR
-5.67%
Shares2.6K
Event2026-03-31
Filed2026-05-12
THE CIGNA GROUP
THE CIGNA GROUP
5.74%
Shares5.4K
Event2026-03-31
Filed2026-05-12
AIG
AMERICAN INTL GROUP INC
17.06%
Shares18.7K
Event2026-03-31
Filed2026-05-12
PWRD
TCW ETF TRUST
10.38%
Shares14.4K
Event2026-03-31
Filed2026-05-12
NOC
NORTHROP GRUMMAN CORP
2.87%
Shares2.0K
Event2026-03-31
Filed2026-05-12
BMY
BRISTOL-MYERS SQUIBB CO
4.64%
Shares23.0K
Event2026-03-31
Filed2026-05-12
SCHW
SCHWAB CHARLES CORP
4.51%
Shares14.7K
Event2026-03-31
Filed2026-05-12
LMT
LOCKHEED MARTIN CORP
2.74%
Shares2.3K
Event2026-03-31
Filed2026-05-12
PDBC
INVESCO ACTVELY MNGD ETC FD
New
Shares79.7K
Event2026-03-31
Filed2026-05-12
AES
AES CORP
1.87%
Shares95.9K
Event2026-03-31
Filed2026-05-12
CW
CURTISS WRIGHT CORP
-21.59%
Shares2.0K
Event2026-03-31
Filed2026-05-12
SPG
SIMON PPTY GROUP INC NEW
2.45%
Shares7.1K
Event2026-03-31
Filed2026-05-12
AON PLC
AON PLC
-41.97%
Shares4.1K
Event2026-03-31
Filed2026-05-12
AXP
AMERICAN EXPRESS CO
9.94%
Shares4.3K
Event2026-03-31
Filed2026-05-12
IBM
INTERNATIONAL BUSINESS MACHS
-15.98%
Shares5.3K
Event2026-03-31
Filed2026-05-12
BDX
BECTON DICKINSON & CO
3.52%
Shares8.1K
Event2026-03-31
Filed2026-05-12
AEP
AMERICAN ELEC PWR CO INC
0.81%
Shares9.5K
Event2026-03-31
Filed2026-05-12
WM
WASTE MGMT INC DEL
6.02%
Shares5.4K
Event2026-03-31
Filed2026-05-12
SDCI
USCF ETF TR
New
Shares44.8K
Event2026-03-31
Filed2026-05-12
COF
CAPITAL ONE FINL CORP
178.47%
Shares6.7K
Event2026-03-31
Filed2026-05-12
CMCSA
COMCAST CORP NEW
11.60%
Shares41.8K
Event2026-03-31
Filed2026-05-12
BN
BROOKFIELD CORP
3.29%
Shares29.6K
Event2026-03-31
Filed2026-05-12
TXN
TEXAS INSTRS INC
-3.23%
Shares6.1K
Event2026-03-31
Filed2026-05-12
APH
AMPHENOL CORP
6.81%
Shares9.4K
Event2026-03-31
Filed2026-05-12
CSX
CSX CORP
14.82%
Shares28.7K
Event2026-03-31
Filed2026-05-12
ABNB
AIRBNB INC
-35.28%
Shares9.3K
Event2026-03-31
Filed2026-05-12
BARRICK MNG CORP
BARRICK MNG CORP
4.21%
Shares28.7K
Event2026-03-31
Filed2026-05-12
FIX
COMFORT SYS USA INC
-21.67%
Shares842
Event2026-03-31
Filed2026-05-12
RSG
REPUBLIC SVCS INC
4.64%
Shares5.3K
Event2026-03-31
Filed2026-05-12
CHRW
C H ROBINSON WORLDWIDE IN
13.51%
Shares6.9K
Event2026-03-31
Filed2026-05-12
TMO
THERMO FISHER SCIENTIFIC INC
4.75%
Shares2.3K
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares5.6K
Event2026-03-31
Filed2026-05-12
GEV
GE VERNOVA INC
27.76%
Shares1.3K
Event2026-03-31
Filed2026-05-12
MUFG
MITSUBISHI UFJ FINANCIAL GRO
6.56%
Shares64.2K
Event2026-03-31
Filed2026-05-12
AVUV
AMERICAN CENTY ETF TR
New
Shares9.8K
Event2026-03-31
Filed2026-05-12
SNPS
SYNOPSYS INC
-31.26%
Shares2.7K
Event2026-03-31
Filed2026-05-12
IDCC
INTERDIGITAL INC
5.03%
Shares3.5K
Event2026-03-31
Filed2026-05-12
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
-8.61%
Shares9.0K
Event2026-03-31
Filed2026-05-12
SNA
SNAP ON INC
-10.31%
Shares2.9K
Event2026-03-31
Filed2026-05-12
JPST
J P MORGAN EXCHANGE TRADED F
6.97%
Shares20.5K
Event2026-03-31
Filed2026-05-12
UBER
UBER TECHNOLOGIES INC
-32.11%
Shares14.2K
Event2026-03-31
Filed2026-05-12
NVT
NVENT ELEC PLC
0.73%
Shares8.5K
Event2026-03-31
Filed2026-05-12
THC
TENET HEALTHCARE CORP
-11.22%
Shares5.3K
Event2026-03-31
Filed2026-05-12
JBBB
JANUS DETROIT STR TR
19.61%
Shares21.2K
Event2026-03-31
Filed2026-05-12
KLAC
KLA CORP
21.64%
Shares669
Event2026-03-31
Filed2026-05-12
CASY
CASEYS GEN STORES INC
-13.46%
Shares1.3K
Event2026-03-31
Filed2026-05-12
ADP
AUTOMATIC DATA PROCESSING IN
4.86%
Shares4.7K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE
GE AEROSPACE
32.63%
Shares3.3K
Event2026-03-31
Filed2026-05-12
VIG
VANGUARD SPECIALIZED FUNDS
-1.85%
Shares4.4K
Event2026-03-31
Filed2026-05-12
MDYG
SPDR SERIES TRUST
-9.82%
Shares9.6K
Event2026-03-31
Filed2026-05-12
WTW
WILLIS TOWERS WATSON PLC LTD
New
Shares3.2K
Event2026-03-31
Filed2026-05-12
MAR
MARRIOTT INTL INC NEW
324.77%
Shares2.8K
Event2026-03-31
Filed2026-05-12
VUG
VANGUARD INDEX FDS
-33.56%
Shares2.1K
Event2026-03-31
Filed2026-05-12
LUV
SOUTHWEST AIRLS CO
-26.28%
Shares24.1K
Event2026-03-31
Filed2026-05-12
RMBS
RAMBUS INC DEL
-9.59%
Shares10.4K
Event2026-03-31
Filed2026-05-12
EXPD
EXPEDITORS INTL WASH INC
9.90%
Shares6.2K
Event2026-03-31
Filed2026-05-12
DE
DEERE & CO
8.88%
Shares1.5K
Event2026-03-31
Filed2026-05-12
MET
METLIFE INC
1.08%
Shares12.2K
Event2026-03-31
Filed2026-05-12
TIP
ISHARES TR
-4.18%
Shares7.8K
Event2026-03-31
Filed2026-05-12
MU
MICRON TECHNOLOGY INC
14.51%
Shares2.5K
Event2026-03-31
Filed2026-05-12
NOVT
NOVANTA INC
77.85%
Shares7.2K
Event2026-03-31
Filed2026-05-12
MDYV
SPDR SERIES TRUST
-10.31%
Shares9.9K
Event2026-03-31
Filed2026-05-12
SEIC
SEI INVTS CO
8.56%
Shares10.6K
Event2026-03-31
Filed2026-05-12
PJT
PJT PARTNERS INC
-2.33%
Shares5.9K
Event2026-03-31
Filed2026-05-12
MOD
MODINE MFG CO
6.85%
Shares3.7K
Event2026-03-31
Filed2026-05-12
BOOT
BOOT BARN HLDGS INC
11.31%
Shares5.5K
Event2026-03-31
Filed2026-05-12
MPWR
MONOLITHIC PWR SYS INC
-14.27%
Shares721
Event2026-03-31
Filed2026-05-12
CNC
CENTENE CORP DEL
1.99%
Shares24.0K
Event2026-03-31
Filed2026-05-12
VLO
VALERO ENERGY CORP
86.07%
Shares3.2K
Event2026-03-31
Filed2026-05-12
WSO
WATSCO INC
-8.55%
Shares2.1K
Event2026-03-31
Filed2026-05-12
SPY
STATE STR SPDR S&P 500 ETF T
-4.05%
Shares1.2K
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC
ARISTA NETWORKS INC
32.07%
Shares6.2K
Event2026-03-31
Filed2026-05-12
VWO
VANGUARD INTL EQUITY INDEX F
163.76%
Shares14.0K
Event2026-03-31
Filed2026-05-12
AMD
ADVANCED MICRO DEVICES INC
33.08%
Shares3.7K
Event2026-03-31
Filed2026-05-12
UFPT
UFP TECHNOLOGIES INC
4.85%
Shares3.8K
Event2026-03-31
Filed2026-05-12
AME
AMETEK INC
-10.99%
Shares3.5K
Event2026-03-31
Filed2026-05-12
MOG.A
MOOG INC
7.03%
Shares2.5K
Event2026-03-31
Filed2026-05-12
EME
EMCOR GROUP INC
-24.79%
Shares995
Event2026-03-31
Filed2026-05-12
OKE
ONEOK INC NEW
-4.70%
Shares8.1K
Event2026-03-31
Filed2026-05-12
PRIM
PRIMORIS SVCS CORP
-2.08%
Shares5.1K
Event2026-03-31
Filed2026-05-12
YUM
YUM BRANDS INC
8.93%
Shares4.7K
Event2026-03-31
Filed2026-05-12
HSBC
HSBC HLDGS PLC
12.41%
Shares8.7K
Event2026-03-31
Filed2026-05-12
THOMSON REUTERS CORP
THOMSON REUTERS CORP
New
Shares7.9K
Event2026-03-31
Filed2026-05-12
PEN
PENUMBRA INC
-11.86%
Shares2.2K
Event2026-03-31
Filed2026-05-12
SONY
SONY GROUP CORP
-28.34%
Shares34.1K
Event2026-03-31
Filed2026-05-12
PWR
QUANTA SVCS INC
8.02%
Shares1.3K
Event2026-03-31
Filed2026-05-12
LMAT
LEMAITRE VASCULAR INC
2.65%
Shares6.3K
Event2026-03-31
Filed2026-05-12
AWK
AMERICAN WTR WKS CO INC NEW
-12.91%
Shares5.0K
Event2026-03-31
Filed2026-05-12
USHY
ISHARES TR
13.33%
Shares18.3K
Event2026-03-31
Filed2026-05-12
APG
API GROUP CORP
5.15%
Shares16.4K
Event2026-03-31
Filed2026-05-12
ROST
ROSS STORES INC
-11.86%
Shares3.0K
Event2026-03-31
Filed2026-05-12
NPO
ENPRO INC
6.64%
Shares2.6K
Event2026-03-31
Filed2026-05-12
RGEN
REPLIGEN CORP
-2.63%
Shares5.6K
Event2026-03-31
Filed2026-05-12
TJX
TJX COS INC NEW
21.07%
Shares4.1K
Event2026-03-31
Filed2026-05-12
BJ
BJS WHSL CLUB HLDGS INC
5.12%
Shares6.6K
Event2026-03-31
Filed2026-05-12
OLLI
OLLIES BARGAIN OUTLET HLDGS
-19.40%
Shares7.0K
Event2026-03-31
Filed2026-05-12
SLYV
SPDR SERIES TRUST
-13.34%
Shares6.8K
Event2026-03-31
Filed2026-05-12
NVMI
NOVA LTD
New
Shares1.5K
Event2026-03-31
Filed2026-05-12
TDY
TELEDYNE TECHNOLOGIES INC
-23.05%
Shares1.0K
Event2026-03-31
Filed2026-05-12
CMI
CUMMINS INC
17.60%
Shares1.1K
Event2026-03-31
Filed2026-05-12
UTI
UNIVERSAL TECHNICAL INST INC
New
Shares16.7K
Event2026-03-31
Filed2026-05-12
LGND
LIGAND PHARMACEUTICALS INC
6.49%
Shares3.0K
Event2026-03-31
Filed2026-05-12
VMI
VALMONT INDS INC
3.44%
Shares1.5K
Event2026-03-31
Filed2026-05-12
SHLD
GLOBAL X FDS
31.53%
Shares8.4K
Event2026-03-31
Filed2026-05-12
PH
PARKER-HANNIFIN CORP
-4.51%
Shares656
Event2026-03-31
Filed2026-05-12
NKE
NIKE INC
31.68%
Shares11.1K
Event2026-03-31
Filed2026-05-12
EAT
BRINKER INTL INC
6.89%
Shares4.1K
Event2026-03-31
Filed2026-05-12
TOTALENERGIES SE
TOTALENERGIES SE
3.98%
Shares6.4K
Event2026-03-31
Filed2026-05-12
HLI
HOULIHAN LOKEY INC
-19.21%
Shares4.0K
Event2026-03-31
Filed2026-05-12
ABCB
AMERIS BANCORP
6.73%
Shares7.2K
Event2026-03-31
Filed2026-05-12
KEX
KIRBY CORP
12.01%
Shares4.2K
Event2026-03-31
Filed2026-05-12
KRMN
KARMAN HLDGS INC
40.67%
Shares7.0K
Event2026-03-31
Filed2026-05-12
TLT
ISHARES TR
-7.68%
Shares6.4K
Event2026-03-31
Filed2026-05-12
O
REALTY INCOME CORP
-10.74%
Shares9.0K
Event2026-03-31
Filed2026-05-12
NET
CLOUDFLARE INC
-2.09%
Shares2.7K
Event2026-03-31
Filed2026-05-12
MEDP
MEDPACE HLDGS INC
3.25%
Shares1.1K
Event2026-03-31
Filed2026-05-12
XYZ
BLOCK INC
20.13%
Shares9.0K
Event2026-03-31
Filed2026-05-12
AEIS
ADVANCED ENERGY INDS
17.43%
Shares1.7K
Event2026-03-31
Filed2026-05-12
FDS
FACTSET RESH SYS INC
55.75%
Shares2.5K
Event2026-03-31
Filed2026-05-12
HALO
HALOZYME THERAPEUTICS INC
-1.68%
Shares8.4K
Event2026-03-31
Filed2026-05-12
EATON CORP PLC
EATON CORP PLC
56.37%
Shares1.5K
Event2026-03-31
Filed2026-05-12
SCHF
SCHWAB STRATEGIC TR
-4.05%
Shares21.7K
Event2026-03-31
Filed2026-05-12
ARES
ARES MANAGEMENT CORPORATION
-14.37%
Shares4.9K
Event2026-03-31
Filed2026-05-12
FAST
FASTENAL CO
-9.19%
Shares11.5K
Event2026-03-31
Filed2026-05-12
MO
ALTRIA GROUP INC
14.92%
Shares7.9K
Event2026-03-31
Filed2026-05-12
GSK PLC
GSK PLC
New
Shares9.4K
Event2026-03-31
Filed2026-05-12
ADBE
ADOBE INC
-69.92%
Shares2.1K
Event2026-03-31
Filed2026-05-12
WSM
WILLIAMS SONOMA INC
-3.03%
Shares2.8K
Event2026-03-31
Filed2026-05-12
EWY
ISHARES INC
63.37%
Shares4.1K
Event2026-03-31
Filed2026-05-12
SKY
CHAMPION HOMES INC
5.06%
Shares6.8K
Event2026-03-31
Filed2026-05-12
PYPL
PAYPAL HLDGS INC
43.67%
Shares11.0K
Event2026-03-31
Filed2026-05-12
DEO
DIAGEO PLC
24.91%
Shares6.7K
Event2026-03-31
Filed2026-05-12
MAA
MID-AMER APT CMNTYS INC
-14.62%
Shares4.0K
Event2026-03-31
Filed2026-05-12
BBVA
BANCO BILBAO VIZCAYA ARGENTA
20.27%
Shares22.8K
Event2026-03-31
Filed2026-05-12
XLI
SELECT SECTOR SPDR TR
4.69%
Shares3.0K
Event2026-03-31
Filed2026-05-12
FSS
FEDERAL SIGNAL CORP
12.57%
Shares4.5K
Event2026-03-31
Filed2026-05-12
SAN
BANCO SANTANDER SA
-10.37%
Shares43.3K
Event2026-03-31
Filed2026-05-12
ROL
ROLLINS INC
New
Shares9.1K
Event2026-03-31
Filed2026-05-12
SHW
SHERWIN WILLIAMS CO
20.51%
Shares1.5K
Event2026-03-31
Filed2026-05-12
FANG
DIAMONDBACK ENERGY INC
0.12%
Shares2.5K
Event2026-03-31
Filed2026-05-12
HON
HONEYWELL INTL INC
15.11%
Shares2.1K
Event2026-03-31
Filed2026-05-12
IXUS
ISHARES TR
New
Shares5.5K
Event2026-03-31
Filed2026-05-12
TPR
TAPESTRY INC
-3.85%
Shares3.3K
Event2026-03-31
Filed2026-05-12
JBTM
JBT MAREL CORPORATION
6.44%
Shares3.7K
Event2026-03-31
Filed2026-05-12
BCPC
BALCHEM CORP
7.03%
Shares2.8K
Event2026-03-31
Filed2026-05-12
TILE
INTERFACE INC
New
Shares18.7K
Event2026-03-31
Filed2026-05-12
CALX
CALIX INC
1.88%
Shares9.5K
Event2026-03-31
Filed2026-05-12
RIO
RIO TINTO PLC
New
Shares5.0K
Event2026-03-31
Filed2026-05-12
LIVN
LIVANOVA PLC
New
Shares7.3K
Event2026-03-31
Filed2026-05-12
AMGN
AMGEN INC
0.77%
Shares1.3K
Event2026-03-31
Filed2026-05-12
TGTX
TG THERAPEUTICS INC
14.75%
Shares13.8K
Event2026-03-31
Filed2026-05-12
SAP
SAP SE
-45.45%
Shares2.7K
Event2026-03-31
Filed2026-05-12
PANW
PALO ALTO NETWORKS INC
16.24%
Shares2.8K
Event2026-03-31
Filed2026-05-12
AUB
ATLANTIC UN BANKSHARES CORP
3.17%
Shares12.5K
Event2026-03-31
Filed2026-05-12
NEM
NEWMONT CORP
6.14%
Shares4.1K
Event2026-03-31
Filed2026-05-12
SCHE
SCHWAB STRATEGIC TR
New
Shares13.6K
Event2026-03-31
Filed2026-05-12
HSY
HERSHEY CO
15.76%
Shares2.1K
Event2026-03-31
Filed2026-05-12
SXT
SENSIENT TECHNOLOGIES CORP
3.04%
Shares5.2K
Event2026-03-31
Filed2026-05-12
SGOV
ISHARES TR
New
Shares4.4K
Event2026-03-31
Filed2026-05-12
MKC
MCCORMICK & CO INC
9.84%
Shares8.8K
Event2026-03-31
Filed2026-05-12
GS
GOLDMAN SACHS GROUP INC
11.37%
Shares519
Event2026-03-31
Filed2026-05-12
CARG
CARGURUS INC
New
Shares12.8K
Event2026-03-31
Filed2026-05-12
PNC
PNC FINL SVCS GROUP INC
3.25%
Shares2.1K
Event2026-03-31
Filed2026-05-12
UTHR
UNITED THERAPEUTICS CORP DEL
3.56%
Shares728
Event2026-03-31
Filed2026-05-12
CTVA
CORTEVA INC
-8.23%
Shares5.1K
Event2026-03-31
Filed2026-05-12
GLD
SPDR GOLD TR
51.98%
Shares997
Event2026-03-31
Filed2026-05-12
VRT
VERTIV HOLDINGS CO
28.84%
Shares1.7K
Event2026-03-31
Filed2026-05-12
TSCO
TRACTOR SUPPLY CO
-10.74%
Shares9.4K
Event2026-03-31
Filed2026-05-12
CRS
CARPENTER TECHNOLOGY CORP
New
Shares1.1K
Event2026-03-31
Filed2026-05-12
ILMN
ILLUMINA INC
-18.84%
Shares3.4K
Event2026-03-31
Filed2026-05-12
ABT
ABBOTT LABORATORIES
-78.81%
Shares4.0K
Event2026-03-31
Filed2026-05-12
GM
GENERAL MTRS CO
-7.53%
Shares5.5K
Event2026-03-31
Filed2026-05-12
WST
WEST PHARMACEUTICAL SVSC INC
-18.20%
Shares1.6K
Event2026-03-31
Filed2026-05-12
COOPER COS INC
COOPER COS INC
-10.06%
Shares5.7K
Event2026-03-31
Filed2026-05-12
CB
CHUBB LTD SWITZ
4.18%
Shares1.2K
Event2026-03-31
Filed2026-05-12
CVLT
COMMVAULT SYS INC
-2.41%
Shares5.2K
Event2026-03-31
Filed2026-05-12
RRC
RANGE RES CORP
2.05%
Shares8.9K
Event2026-03-31
Filed2026-05-12
STERIS PLC
STERIS PLC
1.51%
Shares1.8K
Event2026-03-31
Filed2026-05-12
CSW
CSW INDUSTRIALS INC
5.98%
Shares1.5K
Event2026-03-31
Filed2026-05-12
ALC
ALCON AG
1.04%
Shares5.3K
Event2026-03-31
Filed2026-05-12
ACIW
ACI WORLDWIDE INC
3.09%
Shares9.8K
Event2026-03-31
Filed2026-05-12
WMS
ADVANCED DRAIN SYS INC DEL
-15.62%
Shares2.9K
Event2026-03-31
Filed2026-05-12
TDC
TERADATA CORP DEL
1.65%
Shares15.6K
Event2026-03-31
Filed2026-05-12
KNSL
KINSALE CAP GROUP INC
-8.34%
Shares1.2K
Event2026-03-31
Filed2026-05-12
RYAAY
RYANAIR HOLDINGS PLC
-2.52%
Shares6.9K
Event2026-03-31
Filed2026-05-12
UNH
UNITEDHEALTH GROUP INC
-10.36%
Shares1.5K
Event2026-03-31
Filed2026-05-12
VRSK
VERISK ANALYTICS INC
0.29%
Shares2.1K
Event2026-03-31
Filed2026-05-12
ENTG
ENTEGRIS INC
4.48%
Shares3.3K
Event2026-03-31
Filed2026-05-12
RBRK
RUBRIK INC.
New
Shares8.0K
Event2026-03-31
Filed2026-05-12
APP
APPLOVIN CORP
-8.50%
Shares979
Event2026-03-31
Filed2026-05-12
PSX
PHILLIPS 66
4.42%
Shares2.1K
Event2026-03-31
Filed2026-05-12
NATWEST GROUP PLC
NATWEST GROUP PLC
-27.27%
Shares26.0K
Event2026-03-31
Filed2026-05-12
CTAS
CINTAS CORP
28.25%
Shares2.3K
Event2026-03-31
Filed2026-05-12
HWM
HOWMET AEROSPACE INC
47.68%
Shares1.7K
Event2026-03-31
Filed2026-05-12
VIK
VIKING HOLDINGS LTD
23.42%
Shares5.2K
Event2026-03-31
Filed2026-05-12
ATO
ATMOS ENERGY CORP
-18.11%
Shares2.1K
Event2026-03-31
Filed2026-05-12
IMAX
IMAX CORP
New
Shares10.0K
Event2026-03-31
Filed2026-05-12
WAB
WABTEC
-23.37%
Shares1.5K
Event2026-03-31
Filed2026-05-12
LECO
LINCOLN ELEC HLDGS INC
10.75%
Shares1.5K
Event2026-03-31
Filed2026-05-12
NEE
NEXTERA ENERGY INC
9.36%
Shares4.1K
Event2026-03-31
Filed2026-05-12
MMSI
MERIT MED SYS INC
-4.42%
Shares5.5K
Event2026-03-31
Filed2026-05-12
POOL
POOL CORP
-7.15%
Shares1.9K
Event2026-03-31
Filed2026-05-12
CTRA
COTERRA ENERGY INC
-12.90%
Shares10.7K
Event2026-03-31
Filed2026-05-12
AVAV
AEROVIRONMENT INC
-5.22%
Shares2.0K
Event2026-03-31
Filed2026-05-12
SPOT
SPOTIFY TECHNOLOGY S A
New
Shares760
Event2026-03-31
Filed2026-05-12
PBH
PRESTIGE CONSMR HEALTHCARE I
31.04%
Shares6.2K
Event2026-03-31
Filed2026-05-12
XLE
SELECT SECTOR SPDR TR
New
Shares5.9K
Event2026-03-31
Filed2026-05-12
SLV
ISHARES SILVER TR
-33.11%
Shares5.3K
Event2026-03-31
Filed2026-05-12
VYM
VANGUARD WHITEHALL FDS
-57.60%
Shares2.4K
Event2026-03-31
Filed2026-05-12
CLOI
VANECK ETF TRUST
2.17%
Shares6.7K
Event2026-03-31
Filed2026-05-12
CXT
CRANE NXT CO
9.71%
Shares8.7K
Event2026-03-31
Filed2026-05-12
MSI
MOTOROLA SOLUTIONS INC
New
Shares810
Event2026-03-31
Filed2026-05-12
PTC
PTC INC
2.94%
Shares2.5K
Event2026-03-31
Filed2026-05-12
HEI.A
HEICO CORP NEW
-25.93%
Shares1.6K
Event2026-03-31
Filed2026-05-12
TT
TRANE TECHNOLOGIES PLC
55.58%
Shares823
Event2026-03-31
Filed2026-05-12
VGIT
VANGUARD SCOTTSDALE FDS
-6.49%
Shares5.8K
Event2026-03-31
Filed2026-05-12
EOG
EOG RES INC
New
Shares2.4K
Event2026-03-31
Filed2026-05-12
PHM
PULTE GROUP INC
3.44%
Shares2.9K
Event2026-03-31
Filed2026-05-12
SPGI
S&P GLOBAL INC
-20.97%
Shares799
Event2026-03-31
Filed2026-05-12
WDAY
WORKDAY INC
21.12%
Shares2.6K
Event2026-03-31
Filed2026-05-12
VCEL
VERICEL CORP
14.58%
Shares10.5K
Event2026-03-31
Filed2026-05-12
YETI
YETI HLDGS INC
8.52%
Shares9.2K
Event2026-03-31
Filed2026-05-12
ECL
ECOLAB INC
33.76%
Shares1.3K
Event2026-03-31
Filed2026-05-12
HWKN
HAWKINS INC
4.89%
Shares2.2K
Event2026-03-31
Filed2026-05-12
SPYM
SPDR SERIES TRUST
New
Shares4.3K
Event2026-03-31
Filed2026-05-12
DHI
D R HORTON INC
8.98%
Shares2.4K
Event2026-03-31
Filed2026-05-12
FTNT
FORTINET INC
New
Shares4.0K
Event2026-03-31
Filed2026-05-12
BKNG
BOOKING HOLDINGS INC
10.00%
Shares77
Event2026-03-31
Filed2026-05-12
INTC
INTEL CORP
40.65%
Shares7.3K
Event2026-03-31
Filed2026-05-12
INTU
INTUIT
-72.85%
Shares744
Event2026-03-31
Filed2026-05-12
CDW
CDW CORP
23.95%
Shares2.6K
Event2026-03-31
Filed2026-05-12
BP
BP PLC
5.19%
Shares6.7K
Event2026-03-31
Filed2026-05-12
RBC
RBC BEARINGS INC
-19.30%
Shares577
Event2026-03-31
Filed2026-05-12
KEYS
KEYSIGHT TECHNOLOGIES INC
2.89%
Shares1.1K
Event2026-03-31
Filed2026-05-12
HEI
HEICO CORP NEW
7.70%
Shares1.1K
Event2026-03-31
Filed2026-05-12
MIR
MIRION TECHNOLOGIES INC
New
Shares16.5K
Event2026-03-31
Filed2026-05-12
PODD
INSULET CORP
4.81%
Shares1.5K
Event2026-03-31
Filed2026-05-12
KVUE
KENVUE INC
63.38%
Shares17.7K
Event2026-03-31
Filed2026-05-12
LINDE PLC
LINDE PLC
New
Shares615
Event2026-03-31
Filed2026-05-12
SE
SEA LTD
-46.18%
Shares3.7K
Event2026-03-31
Filed2026-05-12
IDEV
ISHARES TR
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-12
KR
KROGER CO
28.43%
Shares4.2K
Event2026-03-31
Filed2026-05-12
AGX
ARGAN INC
New
Shares551
Event2026-03-31
Filed2026-05-12
WEX
WEX INC
-0.26%
Shares2.0K
Event2026-03-31
Filed2026-05-12
CAVA
CAVA GROUP INC
-3.36%
Shares3.7K
Event2026-03-31
Filed2026-05-12
CELH
CELSIUS HLDGS INC
New
Shares8.3K
Event2026-03-31
Filed2026-05-12
AVY
AVERY DENNISON CORP
8.44%
Shares1.7K
Event2026-03-31
Filed2026-05-12
GWRE
GUIDEWIRE SOFTWARE INC
-35.70%
Shares2.0K
Event2026-03-31
Filed2026-05-12
RS
RELIANCE INC
0.64%
Shares945
Event2026-03-31
Filed2026-05-12
MELI
MERCADOLIBRE INC
-35.69%
Shares164
Event2026-03-31
Filed2026-05-12
URI
UNITED RENTALS INC
11.56%
Shares386
Event2026-03-31
Filed2026-05-12
BABA
ALIBABA GROUP HLDG LTD
12.53%
Shares2.2K
Event2026-03-31
Filed2026-05-12
EWT
ISHARES INC
New
Shares3.9K
Event2026-03-31
Filed2026-05-12
ORLY
OREILLY AUTOMOTIVE INC
-2.52%
Shares3.0K
Event2026-03-31
Filed2026-05-12
CR
CRANE COMPANY
-9.13%
Shares1.6K
Event2026-03-31
Filed2026-05-12
ALL
ALLSTATE CORP
-19.46%
Shares1.3K
Event2026-03-31
Filed2026-05-12
FND
FLOOR & DECOR HLDGS INC
8.17%
Shares5.4K
Event2026-03-31
Filed2026-05-12
VST
VISTRA CORP
-9.15%
Shares1.8K
Event2026-03-31
Filed2026-05-12
JLL
JONES LANG LASALLE INC
8.14%
Shares890
Event2026-03-31
Filed2026-05-12
EVR
EVERCORE INC
-4.44%
Shares905
Event2026-03-31
Filed2026-05-12
IBP
INSTALLED BLDG PRODS INC
-22.35%
Shares1.0K
Event2026-03-31
Filed2026-05-12
TER
TERADYNE INC
New
Shares910
Event2026-03-31
Filed2026-05-12
ING
ING GROEP N.V.
31.90%
Shares10.3K
Event2026-03-31
Filed2026-05-12
ETR
ENTERGY CORP NEW
New
Shares2.4K
Event2026-03-31
Filed2026-05-12
MTUM
ISHARES TR
0.54%
Shares1.1K
Event2026-03-31
Filed2026-05-12
JKHY
HENRY JACK & ASSOC INC
-21.79%
Shares1.7K
Event2026-03-31
Filed2026-05-12
TRV
TRAVELERS COMPANIES INC
-13.61%
Shares908
Event2026-03-31
Filed2026-05-12
BLACKROCK INC
BLACKROCK INC
46.28%
Shares275
Event2026-03-31
Filed2026-05-12
RJF
RAYMOND JAMES FINL INC
-17.04%
Shares1.8K
Event2026-03-31
Filed2026-05-12
SHY
ISHARES TR
New
Shares3.1K
Event2026-03-31
Filed2026-05-12
ALLE
ALLEGION PLC
-15.57%
Shares1.8K
Event2026-03-31
Filed2026-05-12
TRNO
TERRENO RLTY CORP
3.75%
Shares4.2K
Event2026-03-31
Filed2026-05-12
AGNC
AGNC INVT CORP
24.98%
Shares25.8K
Event2026-03-31
Filed2026-05-12
BMI
BADGER METER INC
5.97%
Shares1.7K
Event2026-03-31
Filed2026-05-12
OSK
OSHKOSH CORP
New
Shares1.7K
Event2026-03-31
Filed2026-05-12
OHI
OMEGA HEALTHCARE INVS INC
-5.42%
Shares5.8K
Event2026-03-31
Filed2026-05-12
DDOG
DATADOG INC
1.37%
Shares2.1K
Event2026-03-31
Filed2026-05-12
XLC
SELECT SECTOR SPDR TR
New
Shares2.3K
Event2026-03-31
Filed2026-05-12
DCI
DONALDSON INC
-1.83%
Shares3.0K
Event2026-03-31
Filed2026-05-12
AMP
AMERIPRISE FINL INC
-1.24%
Shares559
Event2026-03-31
Filed2026-05-12
ELF
E L F BEAUTY INC
5.59%
Shares4.1K
Event2026-03-31
Filed2026-05-12
SNY
SANOFI SA
New
Shares5.2K
Event2026-03-31
Filed2026-05-12
XEL
XCEL ENERGY INC
-0.03%
Shares3.1K
Event2026-03-31
Filed2026-05-12
KMI
KINDER MORGAN INC DEL
New
Shares7.4K
Event2026-03-31
Filed2026-05-12
ICE
INTERCONTINENTAL EXCHANGE IN
New
Shares1.6K
Event2026-03-31
Filed2026-05-12
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
New
Shares2.1K
Event2026-03-31
Filed2026-05-12
TDG
TRANSDIGM GROUP INC
New
Shares212
Event2026-03-31
Filed2026-05-12
IESC
IES HOLDINGS INC
New
Shares511
Event2026-03-31
Filed2026-05-12
CRWD
CROWDSTRIKE HLDGS INC
-21.25%
Shares615
Event2026-03-31
Filed2026-05-12
AZTA
AZENTA INC
35.44%
Shares11.3K
Event2026-03-31
Filed2026-05-12
EPAC
ENERPAC TOOL GROUP CORP
-16.91%
Shares6.5K
Event2026-03-31
Filed2026-05-12
SOLV
SOLVENTUM CORP
New
Shares3.7K
Event2026-03-31
Filed2026-05-12
ADM
ARCHER DANIELS MIDLAND CO
New
Shares3.2K
Event2026-03-31
Filed2026-05-12
FROG
JFROG LTD
New
Shares5.0K
Event2026-03-31
Filed2026-05-12
PSMT
PRICESMART INC
New
Shares1.6K
Event2026-03-31
Filed2026-05-12
WPC
WP CAREY INC
New
Shares3.4K
Event2026-03-31
Filed2026-05-12
MORN
MORNINGSTAR INC
-28.34%
Shares1.4K
Event2026-03-31
Filed2026-05-12
XLK
SELECT SECTOR SPDR TR
New
Shares1.7K
Event2026-03-31
Filed2026-05-12
ODFL
OLD DOMINION FREIGHT LINE IN
-19.54%
Shares1.2K
Event2026-03-31
Filed2026-05-12
HYG
ISHARES TR
-9.20%
Shares2.9K
Event2026-03-31
Filed2026-05-12
MOAT
VANECK ETF TRUST
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-12
RYAN
RYAN SPECIALTY HOLDINGS INC
-36.88%
Shares6.7K
Event2026-03-31
Filed2026-05-12
CHTR
CHARTER COMMUNICATIONS INC
New
Shares1.0K
Event2026-03-31
Filed2026-05-12
CRDO
CREDO TECHNOLOGY GROUP HOLDI
-6.32%
Shares2.4K
Event2026-03-31
Filed2026-05-12
EXLS
EXLSERVICE HLDGS INC
6.92%
Shares7.4K
Event2026-03-31
Filed2026-05-12
SLB
SLB LIMITED
New
Shares4.3K
Event2026-03-31
Filed2026-05-12
NFG
NATIONAL FUEL GAS CO
New
Shares2.3K
Event2026-03-31
Filed2026-05-12
ROKU
ROKU INC
New
Shares2.3K
Event2026-03-31
Filed2026-05-12
BILS
SPDR SERIES TRUST
-7.52%
Shares2.2K
Event2026-03-31
Filed2026-05-12
ADI
ANALOG DEVICES INC
New
Shares690
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
New
Shares1.1K
Event2026-03-31
Filed2026-05-12
PNR
PENTAIR PLC
-24.32%
Shares2.5K
Event2026-03-31
Filed2026-05-12
TOL
TOLL BROTHERS INC
New
Shares1.6K
Event2026-03-31
Filed2026-05-12
IX
ORIX CORP
New
Shares7.1K
Event2026-03-31
Filed2026-05-12
LQD
ISHARES TR
-15.44%
Shares2.0K
Event2026-03-31
Filed2026-05-12
DBP
INVESCO DB MULTI-SECTOR COMM
New
Shares1.9K
Event2026-03-31
Filed2026-05-12
BR
BROADRIDGE FINL SOLUTIONS IN
-21.91%
Shares1.3K
Event2026-03-31
Filed2026-05-12
BAX
BAXTER INTL INC
New
Shares12.5K
Event2026-03-31
Filed2026-05-12
CWB
SPDR SERIES TRUST
-11.79%
Shares2.3K
Event2026-03-31
Filed2026-05-12
EHC
ENCOMPASS HEALTH CORP
-9.51%
Shares2.1K
Event2026-03-31
Filed2026-05-12
SYK
STRYKER CORPORATION
-24.88%
Shares628
Event2026-03-31
Filed2026-05-12
CEG
CONSTELLATION ENERGY CORP
-19.03%
Shares732
Event2026-03-31
Filed2026-05-12
DHR
DANAHER CORP DEL
15.45%
Shares1.1K
Event2026-03-31
Filed2026-05-12
YUMC
YUM CHINA HLDGS INC
New
Shares4.2K
Event2026-03-31
Filed2026-05-12
VOT
VANGUARD INDEX FDS
New
Shares787
Event2026-03-31
Filed2026-05-12
BLACKSTONE INC
BLACKSTONE INC
9.94%
Shares1.7K
Event2026-03-31
Filed2026-05-12
LYG
LLOYDS BANKING GROUP PLC
29.22%
Shares39.7K
Event2026-03-31
Filed2026-05-12
NCNO
NCINO INC
-36.29%
Shares13.0K
Event2026-03-31
Filed2026-05-12
DOC
HEALTHPEAK PROPERTIES INC
New
Shares11.6K
Event2026-03-31
Filed2026-05-12
F
FORD MTR CO
6.15%
Shares16.2K
Event2026-03-31
Filed2026-05-12
NOK
NOKIA CORP
New
Shares22.9K
Event2026-03-31
Filed2026-05-12
VODAFONE GROUP PLC
VODAFONE GROUP PLC
New
Shares10.1K
Event2026-03-31
Filed2026-05-12
EFC
ELLINGTON FINANCIAL INC
-6.29%
Shares11.3K
Event2026-03-31
Filed2026-05-12
UAA
UNDER ARMOUR INC
8.35%
Shares11.3K
Event2026-03-31
Filed2026-05-12
JBLU
JETBLUE AIRWAYS CORP
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-12

Call Option Holdings
COST Call
COSTCO WHOLESALE CORPORATION
0.00%
Shares100
Event2026-03-31
Filed2026-05-12
NVDA Call
NVIDIA CORPORATION
-75.00%
Shares300
Event2026-03-31
Filed2026-05-12
TSLA Call
TESLA INC
New
Shares100
Event2026-03-31
Filed2026-05-12
BROADCOM INC Call
BROADCOM INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-12
PLTR Call
PALANTIR TECHNOLOGIES INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-12

Put Option Holdings
XOM Put
EXXON MOBIL CORP
New
Shares7.5K
Event2026-03-31
Filed2026-05-12