Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K sharesnew addition2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
BIL
50.24%SPDR SERIES TRUST
Shares537.4K
Event2026-03-31
Filed2026-05-12
NVDA
1.67%NVIDIA CORPORATION
Shares130.5K
Event2026-03-31
Filed2026-05-12
SPYG
10.10%SPDR SERIES TRUST
Shares229.9K
Event2026-03-31
Filed2026-05-12
SPDW
7.41%SPDR INDEX SHS FDS
Shares398.5K
Event2026-03-31
Filed2026-05-12
MSFT
-9.10%MICROSOFT CORP
Shares42.2K
Event2026-03-31
Filed2026-05-12
SPYV
9.40%SPDR SERIES TRUST
Shares242.8K
Event2026-03-31
Filed2026-05-12
AAPL
23.98%APPLE INC
Shares53.4K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
0.03%ALPHABET INC
Shares46.6K
Event2026-03-31
Filed2026-05-12
AMZN
-21.15%AMAZON COM INC
Shares60.9K
Event2026-03-31
Filed2026-05-12
TSLA
9.65%TESLA INC
Shares25.1K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
-9.78%ALPHABET INC
Shares29.8K
Event2026-03-31
Filed2026-05-12
V
-10.81%VISA INC
Shares27.1K
Event2026-03-31
Filed2026-05-12
META
20.75%META PLATFORMS INC
Shares14.2K
Event2026-03-31
Filed2026-05-12
SHYG
14.63%ISHARES TR
Shares188.9K
Event2026-03-31
Filed2026-05-12
SPSM
8.96%SPDR SERIES TRUST
Shares150.3K
Event2026-03-31
Filed2026-05-12
SPEM
-43.02%SPDR INDEX SHS FDS
Shares153.6K
Event2026-03-31
Filed2026-05-12
JNJ
-18.34%JOHNSON & JOHNSON
Shares27.7K
Event2026-03-31
Filed2026-05-12
NFLX
7.09%NETFLIX INC.
Shares69.9K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
-9.47%BROADCOM INC
Shares21.7K
Event2026-03-31
Filed2026-05-12
VZ
1.97%VERIZON COMMUNICATIONS INC
Shares131.4K
Event2026-03-31
Filed2026-05-12
VBR
NewVANGUARD INDEX FDS
Shares29.8K
Event2026-03-31
Filed2026-05-12
SPMB
3.86%SPDR SERIES TRUST
Shares267.5K
Event2026-03-31
Filed2026-05-12
IEMG
2114.81%ISHARES INC
Shares84.7K
Event2026-03-31
Filed2026-05-12
ORCL
-26.92%ORACLE CORP
Shares39.2K
Event2026-03-31
Filed2026-05-12
LLY
-24.17%ELI LILLY & CO
Shares6.2K
Event2026-03-31
Filed2026-05-12
IEFA
NewISHARES TR
Shares59.0K
Event2026-03-31
Filed2026-05-12
JPM
1.29%JPMORGAN CHASE & CO
Shares17.9K
Event2026-03-31
Filed2026-05-12
CVX
-5.94%CHEVRON CORPORATION
Shares24.9K
Event2026-03-31
Filed2026-05-12
IEF
6.34%ISHARES TR
Shares54.0K
Event2026-03-31
Filed2026-05-12
SPTL
5.84%SPDR SERIES TRUST
Shares184.8K
Event2026-03-31
Filed2026-05-12
BA
9.18%BOEING CO
Shares24.4K
Event2026-03-31
Filed2026-05-12
GOVT
0.77%ISHARES TR
Shares210.8K
Event2026-03-31
Filed2026-05-12
PM
5.12%PHILIP MORRIS INTL INC
Shares28.3K
Event2026-03-31
Filed2026-05-12
VCIT
4.25%VANGUARD SCOTTSDALE FDS
Shares54.2K
Event2026-03-31
Filed2026-05-12
RTX
-5.76%RTX CORPORATION
Shares23.1K
Event2026-03-31
Filed2026-05-12
CSCO
-10.39%CISCO SYS INC
Shares57.1K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL
-3.04%BERKSHIRE HATHAWAY INC DEL
Shares9.2K
Event2026-03-31
Filed2026-05-12
PEP
4.58%PEPSICO INC
Shares28.3K
Event2026-03-31
Filed2026-05-12
SHOP
-20.50%SHOPIFY INC
Shares36.7K
Event2026-03-31
Filed2026-05-12
MA
-25.14%MASTERCARD INCORPORATED
Shares8.7K
Event2026-03-31
Filed2026-05-12
IVV
-7.68%ISHARES TR
Shares6.3K
Event2026-03-31
Filed2026-05-12
WFC
-10.06%WELLS FARGO & CO
Shares48.6K
Event2026-03-31
Filed2026-05-12
ABBV
-1.46%ABBVIE INC
Shares17.5K
Event2026-03-31
Filed2026-05-12
SHEL
4.07%SHELL PLC
Shares40.4K
Event2026-03-31
Filed2026-05-12
VBK
NewVANGUARD INDEX FDS
Shares11.7K
Event2026-03-31
Filed2026-05-12
MDLZ
111.82%MONDELEZ INTL INC
Shares57.3K
Event2026-03-31
Filed2026-05-12
DIS
4.37%DISNEY WALT CO
Shares33.7K
Event2026-03-31
Filed2026-05-12
SBUX
-17.60%STARBUCKS CORP
Shares36.1K
Event2026-03-31
Filed2026-05-12
CRM
39.54%SALESFORCE INC
Shares17.3K
Event2026-03-31
Filed2026-05-12
XOM
-9.67%EXXON MOBIL CORP
Shares18.6K
Event2026-03-31
Filed2026-05-12
JQUA
-1.31%J P MORGAN EXCHANGE TRADED F
Shares51.5K
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC
-4.42%MEDTRONIC PLC
Shares36.3K
Event2026-03-31
Filed2026-05-12
AMAT
0.11%APPLIED MATLS INC
Shares9.2K
Event2026-03-31
Filed2026-05-12
HGER
-25.71%HARBOR ETF TRUST
Shares96.5K
Event2026-03-31
Filed2026-05-12
GLDM
-32.04%WORLD GOLD TR
Shares31.6K
Event2026-03-31
Filed2026-05-12
ASML
-9.51%ASML HLDG NV
Shares2.1K
Event2026-03-31
Filed2026-05-12
BAC
3.44%BANK AMERICA CORP
Shares57.5K
Event2026-03-31
Filed2026-05-12
NOW
12.09%SERVICENOW INC
Shares26.6K
Event2026-03-31
Filed2026-05-12
COST
33.25%COSTCO WHOLESALE CORPORATION
Shares2.8K
Event2026-03-31
Filed2026-05-12
SLYG
2.22%SPDR SERIES TRUST
Shares28.5K
Event2026-03-31
Filed2026-05-12
NVO
60.64%NOVO-NORDISK A S
Shares74.3K
Event2026-03-31
Filed2026-05-12
HD
12.00%HOME DEPOT INC
Shares8.3K
Event2026-03-31
Filed2026-05-12
AEM
-16.47%AGNICO EAGLE MINES LTD
Shares13.4K
Event2026-03-31
Filed2026-05-12
T
29.29%AT&T INC
Shares90.7K
Event2026-03-31
Filed2026-05-12
CAT
-4.66%CATERPILLAR INC
Shares3.7K
Event2026-03-31
Filed2026-05-12
CSMD
47.12%PROFESIONALLY MANAGED PORTFO
Shares84.9K
Event2026-03-31
Filed2026-05-12
XHLF
1.66%BONDBLOXX ETF TRUST
Shares51.6K
Event2026-03-31
Filed2026-05-12
CME
36.20%CME GROUP INC
Shares8.7K
Event2026-03-31
Filed2026-05-12
CVS
8.11%CVS HEALTH CORP
Shares34.6K
Event2026-03-31
Filed2026-05-12
VT
31.83%VANGUARD INTL EQUITY INDEX F
Shares17.5K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
-16.81%MERCK & CO INC
Shares20.0K
Event2026-03-31
Filed2026-05-12
PFE
13.01%PFIZER INC
Shares85.5K
Event2026-03-31
Filed2026-05-12
UNILEVER PLC
-1.53%UNILEVER PLC
Shares41.7K
Event2026-03-31
Filed2026-05-12
COP
0.31%CONOCOPHILLIPS
Shares18.0K
Event2026-03-31
Filed2026-05-12
VXUS
-40.00%VANGUARD STAR FDS
Shares29.9K
Event2026-03-31
Filed2026-05-12
PG
27.53%PROCTER & GAMBLE CO
Shares15.9K
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FDS
27.50%VANGUARD INDEX FDS
Shares3.8K
Event2026-03-31
Filed2026-05-12
UPS
10.60%UNITED PARCEL SVCS INC
Shares23.0K
Event2026-03-31
Filed2026-05-12
GILD
-6.75%GILEAD SCIENCES INC
Shares15.6K
Event2026-03-31
Filed2026-05-12
OXY
5.15%OCCIDENTAL PETE CORP
Shares33.3K
Event2026-03-31
Filed2026-05-12
SPSB
1.89%SPDR SERIES TRUST
Shares71.9K
Event2026-03-31
Filed2026-05-12
VRTX
11.82%VERTEX PHARMACEUTICALS INC
Shares4.8K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
72.14%LAM RESEARCH CORP
Shares9.9K
Event2026-03-31
Filed2026-05-12
USB
-9.56%US BANCORP
Shares40.5K
Event2026-03-31
Filed2026-05-12
STIP
-51.87%ISHARES TR
Shares20.0K
Event2026-03-31
Filed2026-05-12
ISRG
-21.43%INTUITIVE SURGICAL INC
Shares4.4K
Event2026-03-31
Filed2026-05-12
MNST
9.38%MONSTER BEVERAGE CORP NEW
Shares27.7K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND
-25.54%ACCENTURE PLC IRELAND
Shares10.1K
Event2026-03-31
Filed2026-05-12
PLTR
-8.61%PALANTIR TECHNOLOGIES INC
Shares13.6K
Event2026-03-31
Filed2026-05-12
KO
1.83%COCA COLA CO
Shares25.9K
Event2026-03-31
Filed2026-05-12
ZTS
-32.05%ZOETIS INC
Shares16.5K
Event2026-03-31
Filed2026-05-12
MCD
0.22%MCDONALDS CORP
Shares6.3K
Event2026-03-31
Filed2026-05-12
GLW
-17.96%CORNING INC
Shares14.2K
Event2026-03-31
Filed2026-05-12
STZ
35.58%CONSTELLATION BRANDS INC
Shares12.7K
Event2026-03-31
Filed2026-05-12
MPC
16.74%MARATHON PETE CORP
Shares7.7K
Event2026-03-31
Filed2026-05-12
IDXX
-30.62%IDEXX LABS INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP
-4.41%GENERAL DYNAMICS CORP
Shares5.4K
Event2026-03-31
Filed2026-05-12
AMT
14.11%AMERICAN TOWER CORP
Shares10.7K
Event2026-03-31
Filed2026-05-12
STRL
2.42%STERLING INFRASTRUCTURE INC
Shares4.5K
Event2026-03-31
Filed2026-05-12
LOW
14.76%LOWES COS INC
Shares7.6K
Event2026-03-31
Filed2026-05-12
ENB
-3.00%ENBRIDGE INC
Shares33.1K
Event2026-03-31
Filed2026-05-12
WMB
-7.78%WILLIAMS COS INC
Shares24.6K
Event2026-03-31
Filed2026-05-12
SCHZ
399.27%SCHWAB STRATEGIC TR
Shares77.0K
Event2026-03-31
Filed2026-05-12
FTI
-25.50%TECHNIPFMC PLC
Shares25.7K
Event2026-03-31
Filed2026-05-12
WMT
25.96%WALMART INC
Shares14.3K
Event2026-03-31
Filed2026-05-12
MSCI
-39.51%MSCI INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
QCOM
-27.75%QUALCOMM INC
Shares13.5K
Event2026-03-31
Filed2026-05-12
MS
2.38%MORGAN STANLEY
Shares10.5K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP NEW
1.11%DUKE ENERGY CORP NEW
Shares13.1K
Event2026-03-31
Filed2026-05-12
EPAM
59.78%EPAM SYS INC
Shares12.4K
Event2026-03-31
Filed2026-05-12
ADSK
1.43%AUTODESK INC
Shares7.0K
Event2026-03-31
Filed2026-05-12
NVS
38.73%NOVARTIS AG
Shares10.6K
Event2026-03-31
Filed2026-05-12
TSM
12.05%TAIWAN SEMICONDUCTOR MANUFAC
Shares4.7K
Event2026-03-31
Filed2026-05-12
EFV
26.07%ISHARES TR
Shares21.3K
Event2026-03-31
Filed2026-05-12
JAAA
5.12%JANUS DETROIT STR TR
Shares30.8K
Event2026-03-31
Filed2026-05-12
APD
0.70%AIR PRODUCTS AND CHEMICALS I
Shares5.3K
Event2026-03-31
Filed2026-05-12
UNP
3.82%UNION PAC CORP
Shares6.4K
Event2026-03-31
Filed2026-05-12
REGN
10.75%REGENERON PHARMACEUTICALS
Shares2.0K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC
-3.58%CITIGROUP INC
Shares13.5K
Event2026-03-31
Filed2026-05-12
FCX
-23.16%FREEPORT MCMORAN INC
Shares25.9K
Event2026-03-31
Filed2026-05-12
CSGP
95.99%COSTAR GROUP INC
Shares37.5K
Event2026-03-31
Filed2026-05-12
GWX
5.45%SPDR INDEX SHS FDS
Shares35.8K
Event2026-03-31
Filed2026-05-12
PCG
0.68%PG&E CORP
Shares85.9K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR
-5.67%INVESCO QQQ TR
Shares2.6K
Event2026-03-31
Filed2026-05-12
THE CIGNA GROUP
5.74%THE CIGNA GROUP
Shares5.4K
Event2026-03-31
Filed2026-05-12
AIG
17.06%AMERICAN INTL GROUP INC
Shares18.7K
Event2026-03-31
Filed2026-05-12
PWRD
10.38%TCW ETF TRUST
Shares14.4K
Event2026-03-31
Filed2026-05-12
NOC
2.87%NORTHROP GRUMMAN CORP
Shares2.0K
Event2026-03-31
Filed2026-05-12
BMY
4.64%BRISTOL-MYERS SQUIBB CO
Shares23.0K
Event2026-03-31
Filed2026-05-12
SCHW
4.51%SCHWAB CHARLES CORP
Shares14.7K
Event2026-03-31
Filed2026-05-12
LMT
2.74%LOCKHEED MARTIN CORP
Shares2.3K
Event2026-03-31
Filed2026-05-12
PDBC
NewINVESCO ACTVELY MNGD ETC FD
Shares79.7K
Event2026-03-31
Filed2026-05-12
AES
1.87%AES CORP
Shares95.9K
Event2026-03-31
Filed2026-05-12
CW
-21.59%CURTISS WRIGHT CORP
Shares2.0K
Event2026-03-31
Filed2026-05-12
SPG
2.45%SIMON PPTY GROUP INC NEW
Shares7.1K
Event2026-03-31
Filed2026-05-12
AON PLC
-41.97%AON PLC
Shares4.1K
Event2026-03-31
Filed2026-05-12
AXP
9.94%AMERICAN EXPRESS CO
Shares4.3K
Event2026-03-31
Filed2026-05-12
IBM
-15.98%INTERNATIONAL BUSINESS MACHS
Shares5.3K
Event2026-03-31
Filed2026-05-12
BDX
3.52%BECTON DICKINSON & CO
Shares8.1K
Event2026-03-31
Filed2026-05-12
AEP
0.81%AMERICAN ELEC PWR CO INC
Shares9.5K
Event2026-03-31
Filed2026-05-12
WM
6.02%WASTE MGMT INC DEL
Shares5.4K
Event2026-03-31
Filed2026-05-12
SDCI
NewUSCF ETF TR
Shares44.8K
Event2026-03-31
Filed2026-05-12
COF
178.47%CAPITAL ONE FINL CORP
Shares6.7K
Event2026-03-31
Filed2026-05-12
CMCSA
11.60%COMCAST CORP NEW
Shares41.8K
Event2026-03-31
Filed2026-05-12
BN
3.29%BROOKFIELD CORP
Shares29.6K
Event2026-03-31
Filed2026-05-12
TXN
-3.23%TEXAS INSTRS INC
Shares6.1K
Event2026-03-31
Filed2026-05-12
APH
6.81%AMPHENOL CORP
Shares9.4K
Event2026-03-31
Filed2026-05-12
CSX
14.82%CSX CORP
Shares28.7K
Event2026-03-31
Filed2026-05-12
ABNB
-35.28%AIRBNB INC
Shares9.3K
Event2026-03-31
Filed2026-05-12
BARRICK MNG CORP
4.21%BARRICK MNG CORP
Shares28.7K
Event2026-03-31
Filed2026-05-12
FIX
-21.67%COMFORT SYS USA INC
Shares842
Event2026-03-31
Filed2026-05-12
RSG
4.64%REPUBLIC SVCS INC
Shares5.3K
Event2026-03-31
Filed2026-05-12
CHRW
13.51%C H ROBINSON WORLDWIDE IN
Shares6.9K
Event2026-03-31
Filed2026-05-12
TMO
4.75%THERMO FISHER SCIENTIFIC INC
Shares2.3K
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares5.6K
Event2026-03-31
Filed2026-05-12
GEV
27.76%GE VERNOVA INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
MUFG
6.56%MITSUBISHI UFJ FINANCIAL GRO
Shares64.2K
Event2026-03-31
Filed2026-05-12
AVUV
NewAMERICAN CENTY ETF TR
Shares9.8K
Event2026-03-31
Filed2026-05-12
SNPS
-31.26%SYNOPSYS INC
Shares2.7K
Event2026-03-31
Filed2026-05-12
IDCC
5.03%INTERDIGITAL INC
Shares3.5K
Event2026-03-31
Filed2026-05-12
WEC ENERGY GROUP INC
-8.61%WEC ENERGY GROUP INC
Shares9.0K
Event2026-03-31
Filed2026-05-12
SNA
-10.31%SNAP ON INC
Shares2.9K
Event2026-03-31
Filed2026-05-12
JPST
6.97%J P MORGAN EXCHANGE TRADED F
Shares20.5K
Event2026-03-31
Filed2026-05-12
UBER
-32.11%UBER TECHNOLOGIES INC
Shares14.2K
Event2026-03-31
Filed2026-05-12
NVT
0.73%NVENT ELEC PLC
Shares8.5K
Event2026-03-31
Filed2026-05-12
THC
-11.22%TENET HEALTHCARE CORP
Shares5.3K
Event2026-03-31
Filed2026-05-12
JBBB
19.61%JANUS DETROIT STR TR
Shares21.2K
Event2026-03-31
Filed2026-05-12
KLAC
21.64%KLA CORP
Shares669
Event2026-03-31
Filed2026-05-12
CASY
-13.46%CASEYS GEN STORES INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
ADP
4.86%AUTOMATIC DATA PROCESSING IN
Shares4.7K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE
32.63%GE AEROSPACE
Shares3.3K
Event2026-03-31
Filed2026-05-12
VIG
-1.85%VANGUARD SPECIALIZED FUNDS
Shares4.4K
Event2026-03-31
Filed2026-05-12
MDYG
-9.82%SPDR SERIES TRUST
Shares9.6K
Event2026-03-31
Filed2026-05-12
WTW
NewWILLIS TOWERS WATSON PLC LTD
Shares3.2K
Event2026-03-31
Filed2026-05-12
MAR
324.77%MARRIOTT INTL INC NEW
Shares2.8K
Event2026-03-31
Filed2026-05-12
VUG
-33.56%VANGUARD INDEX FDS
Shares2.1K
Event2026-03-31
Filed2026-05-12
LUV
-26.28%SOUTHWEST AIRLS CO
Shares24.1K
Event2026-03-31
Filed2026-05-12
RMBS
-9.59%RAMBUS INC DEL
Shares10.4K
Event2026-03-31
Filed2026-05-12
EXPD
9.90%EXPEDITORS INTL WASH INC
Shares6.2K
Event2026-03-31
Filed2026-05-12
DE
8.88%DEERE & CO
Shares1.5K
Event2026-03-31
Filed2026-05-12
MET
1.08%METLIFE INC
Shares12.2K
Event2026-03-31
Filed2026-05-12
TIP
-4.18%ISHARES TR
Shares7.8K
Event2026-03-31
Filed2026-05-12
MU
14.51%MICRON TECHNOLOGY INC
Shares2.5K
Event2026-03-31
Filed2026-05-12
NOVT
77.85%NOVANTA INC
Shares7.2K
Event2026-03-31
Filed2026-05-12
MDYV
-10.31%SPDR SERIES TRUST
Shares9.9K
Event2026-03-31
Filed2026-05-12
SEIC
8.56%SEI INVTS CO
Shares10.6K
Event2026-03-31
Filed2026-05-12
PJT
-2.33%PJT PARTNERS INC
Shares5.9K
Event2026-03-31
Filed2026-05-12
MOD
6.85%MODINE MFG CO
Shares3.7K
Event2026-03-31
Filed2026-05-12
BOOT
11.31%BOOT BARN HLDGS INC
Shares5.5K
Event2026-03-31
Filed2026-05-12
MPWR
-14.27%MONOLITHIC PWR SYS INC
Shares721
Event2026-03-31
Filed2026-05-12
CNC
1.99%CENTENE CORP DEL
Shares24.0K
Event2026-03-31
Filed2026-05-12
VLO
86.07%VALERO ENERGY CORP
Shares3.2K
Event2026-03-31
Filed2026-05-12
WSO
-8.55%WATSCO INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
SPY
-4.05%STATE STR SPDR S&P 500 ETF T
Shares1.2K
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC
32.07%ARISTA NETWORKS INC
Shares6.2K
Event2026-03-31
Filed2026-05-12
VWO
163.76%VANGUARD INTL EQUITY INDEX F
Shares14.0K
Event2026-03-31
Filed2026-05-12
AMD
33.08%ADVANCED MICRO DEVICES INC
Shares3.7K
Event2026-03-31
Filed2026-05-12
UFPT
4.85%UFP TECHNOLOGIES INC
Shares3.8K
Event2026-03-31
Filed2026-05-12
AME
-10.99%AMETEK INC
Shares3.5K
Event2026-03-31
Filed2026-05-12
MOG.A
7.03%MOOG INC
Shares2.5K
Event2026-03-31
Filed2026-05-12
EME
-24.79%EMCOR GROUP INC
Shares995
Event2026-03-31
Filed2026-05-12
OKE
-4.70%ONEOK INC NEW
Shares8.1K
Event2026-03-31
Filed2026-05-12
PRIM
-2.08%PRIMORIS SVCS CORP
Shares5.1K
Event2026-03-31
Filed2026-05-12
YUM
8.93%YUM BRANDS INC
Shares4.7K
Event2026-03-31
Filed2026-05-12
HSBC
12.41%HSBC HLDGS PLC
Shares8.7K
Event2026-03-31
Filed2026-05-12
THOMSON REUTERS CORP
NewTHOMSON REUTERS CORP
Shares7.9K
Event2026-03-31
Filed2026-05-12
PEN
-11.86%PENUMBRA INC
Shares2.2K
Event2026-03-31
Filed2026-05-12
SONY
-28.34%SONY GROUP CORP
Shares34.1K
Event2026-03-31
Filed2026-05-12
PWR
8.02%QUANTA SVCS INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
LMAT
2.65%LEMAITRE VASCULAR INC
Shares6.3K
Event2026-03-31
Filed2026-05-12
AWK
-12.91%AMERICAN WTR WKS CO INC NEW
Shares5.0K
Event2026-03-31
Filed2026-05-12
USHY
13.33%ISHARES TR
Shares18.3K
Event2026-03-31
Filed2026-05-12
APG
5.15%API GROUP CORP
Shares16.4K
Event2026-03-31
Filed2026-05-12
ROST
-11.86%ROSS STORES INC
Shares3.0K
Event2026-03-31
Filed2026-05-12
NPO
6.64%ENPRO INC
Shares2.6K
Event2026-03-31
Filed2026-05-12
RGEN
-2.63%REPLIGEN CORP
Shares5.6K
Event2026-03-31
Filed2026-05-12
TJX
21.07%TJX COS INC NEW
Shares4.1K
Event2026-03-31
Filed2026-05-12
BJ
5.12%BJS WHSL CLUB HLDGS INC
Shares6.6K
Event2026-03-31
Filed2026-05-12
OLLI
-19.40%OLLIES BARGAIN OUTLET HLDGS
Shares7.0K
Event2026-03-31
Filed2026-05-12
SLYV
-13.34%SPDR SERIES TRUST
Shares6.8K
Event2026-03-31
Filed2026-05-12
NVMI
NewNOVA LTD
Shares1.5K
Event2026-03-31
Filed2026-05-12
TDY
-23.05%TELEDYNE TECHNOLOGIES INC
Shares1.0K
Event2026-03-31
Filed2026-05-12
CMI
17.60%CUMMINS INC
Shares1.1K
Event2026-03-31
Filed2026-05-12
UTI
NewUNIVERSAL TECHNICAL INST INC
Shares16.7K
Event2026-03-31
Filed2026-05-12
LGND
6.49%LIGAND PHARMACEUTICALS INC
Shares3.0K
Event2026-03-31
Filed2026-05-12
VMI
3.44%VALMONT INDS INC
Shares1.5K
Event2026-03-31
Filed2026-05-12
SHLD
31.53%GLOBAL X FDS
Shares8.4K
Event2026-03-31
Filed2026-05-12
PH
-4.51%PARKER-HANNIFIN CORP
Shares656
Event2026-03-31
Filed2026-05-12
NKE
31.68%NIKE INC
Shares11.1K
Event2026-03-31
Filed2026-05-12
EAT
6.89%BRINKER INTL INC
Shares4.1K
Event2026-03-31
Filed2026-05-12
TOTALENERGIES SE
3.98%TOTALENERGIES SE
Shares6.4K
Event2026-03-31
Filed2026-05-12
HLI
-19.21%HOULIHAN LOKEY INC
Shares4.0K
Event2026-03-31
Filed2026-05-12
ABCB
6.73%AMERIS BANCORP
Shares7.2K
Event2026-03-31
Filed2026-05-12
KEX
12.01%KIRBY CORP
Shares4.2K
Event2026-03-31
Filed2026-05-12
KRMN
40.67%KARMAN HLDGS INC
Shares7.0K
Event2026-03-31
Filed2026-05-12
TLT
-7.68%ISHARES TR
Shares6.4K
Event2026-03-31
Filed2026-05-12
O
-10.74%REALTY INCOME CORP
Shares9.0K
Event2026-03-31
Filed2026-05-12
NET
-2.09%CLOUDFLARE INC
Shares2.7K
Event2026-03-31
Filed2026-05-12
MEDP
3.25%MEDPACE HLDGS INC
Shares1.1K
Event2026-03-31
Filed2026-05-12
XYZ
20.13%BLOCK INC
Shares9.0K
Event2026-03-31
Filed2026-05-12
AEIS
17.43%ADVANCED ENERGY INDS
Shares1.7K
Event2026-03-31
Filed2026-05-12
FDS
55.75%FACTSET RESH SYS INC
Shares2.5K
Event2026-03-31
Filed2026-05-12
HALO
-1.68%HALOZYME THERAPEUTICS INC
Shares8.4K
Event2026-03-31
Filed2026-05-12
EATON CORP PLC
56.37%EATON CORP PLC
Shares1.5K
Event2026-03-31
Filed2026-05-12
SCHF
-4.05%SCHWAB STRATEGIC TR
Shares21.7K
Event2026-03-31
Filed2026-05-12
ARES
-14.37%ARES MANAGEMENT CORPORATION
Shares4.9K
Event2026-03-31
Filed2026-05-12
FAST
-9.19%FASTENAL CO
Shares11.5K
Event2026-03-31
Filed2026-05-12
MO
14.92%ALTRIA GROUP INC
Shares7.9K
Event2026-03-31
Filed2026-05-12
GSK PLC
NewGSK PLC
Shares9.4K
Event2026-03-31
Filed2026-05-12
ADBE
-69.92%ADOBE INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
WSM
-3.03%WILLIAMS SONOMA INC
Shares2.8K
Event2026-03-31
Filed2026-05-12
EWY
63.37%ISHARES INC
Shares4.1K
Event2026-03-31
Filed2026-05-12
SKY
5.06%CHAMPION HOMES INC
Shares6.8K
Event2026-03-31
Filed2026-05-12
PYPL
43.67%PAYPAL HLDGS INC
Shares11.0K
Event2026-03-31
Filed2026-05-12
DEO
24.91%DIAGEO PLC
Shares6.7K
Event2026-03-31
Filed2026-05-12
MAA
-14.62%MID-AMER APT CMNTYS INC
Shares4.0K
Event2026-03-31
Filed2026-05-12
BBVA
20.27%BANCO BILBAO VIZCAYA ARGENTA
Shares22.8K
Event2026-03-31
Filed2026-05-12
XLI
4.69%SELECT SECTOR SPDR TR
Shares3.0K
Event2026-03-31
Filed2026-05-12
FSS
12.57%FEDERAL SIGNAL CORP
Shares4.5K
Event2026-03-31
Filed2026-05-12
SAN
-10.37%BANCO SANTANDER SA
Shares43.3K
Event2026-03-31
Filed2026-05-12
ROL
NewROLLINS INC
Shares9.1K
Event2026-03-31
Filed2026-05-12
SHW
20.51%SHERWIN WILLIAMS CO
Shares1.5K
Event2026-03-31
Filed2026-05-12
FANG
0.12%DIAMONDBACK ENERGY INC
Shares2.5K
Event2026-03-31
Filed2026-05-12
HON
15.11%HONEYWELL INTL INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
IXUS
NewISHARES TR
Shares5.5K
Event2026-03-31
Filed2026-05-12
TPR
-3.85%TAPESTRY INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
JBTM
6.44%JBT MAREL CORPORATION
Shares3.7K
Event2026-03-31
Filed2026-05-12
BCPC
7.03%BALCHEM CORP
Shares2.8K
Event2026-03-31
Filed2026-05-12
TILE
NewINTERFACE INC
Shares18.7K
Event2026-03-31
Filed2026-05-12
CALX
1.88%CALIX INC
Shares9.5K
Event2026-03-31
Filed2026-05-12
RIO
NewRIO TINTO PLC
Shares5.0K
Event2026-03-31
Filed2026-05-12
LIVN
NewLIVANOVA PLC
Shares7.3K
Event2026-03-31
Filed2026-05-12
AMGN
0.77%AMGEN INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
TGTX
14.75%TG THERAPEUTICS INC
Shares13.8K
Event2026-03-31
Filed2026-05-12
SAP
-45.45%SAP SE
Shares2.7K
Event2026-03-31
Filed2026-05-12
PANW
16.24%PALO ALTO NETWORKS INC
Shares2.8K
Event2026-03-31
Filed2026-05-12
AUB
3.17%ATLANTIC UN BANKSHARES CORP
Shares12.5K
Event2026-03-31
Filed2026-05-12
NEM
6.14%NEWMONT CORP
Shares4.1K
Event2026-03-31
Filed2026-05-12
SCHE
NewSCHWAB STRATEGIC TR
Shares13.6K
Event2026-03-31
Filed2026-05-12
HSY
15.76%HERSHEY CO
Shares2.1K
Event2026-03-31
Filed2026-05-12
SXT
3.04%SENSIENT TECHNOLOGIES CORP
Shares5.2K
Event2026-03-31
Filed2026-05-12
SGOV
NewISHARES TR
Shares4.4K
Event2026-03-31
Filed2026-05-12
MKC
9.84%MCCORMICK & CO INC
Shares8.8K
Event2026-03-31
Filed2026-05-12
GS
11.37%GOLDMAN SACHS GROUP INC
Shares519
Event2026-03-31
Filed2026-05-12
CARG
NewCARGURUS INC
Shares12.8K
Event2026-03-31
Filed2026-05-12
PNC
3.25%PNC FINL SVCS GROUP INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
UTHR
3.56%UNITED THERAPEUTICS CORP DEL
Shares728
Event2026-03-31
Filed2026-05-12
CTVA
-8.23%CORTEVA INC
Shares5.1K
Event2026-03-31
Filed2026-05-12
GLD
51.98%SPDR GOLD TR
Shares997
Event2026-03-31
Filed2026-05-12
VRT
28.84%VERTIV HOLDINGS CO
Shares1.7K
Event2026-03-31
Filed2026-05-12
TSCO
-10.74%TRACTOR SUPPLY CO
Shares9.4K
Event2026-03-31
Filed2026-05-12
CRS
NewCARPENTER TECHNOLOGY CORP
Shares1.1K
Event2026-03-31
Filed2026-05-12
ILMN
-18.84%ILLUMINA INC
Shares3.4K
Event2026-03-31
Filed2026-05-12
ABT
-78.81%ABBOTT LABORATORIES
Shares4.0K
Event2026-03-31
Filed2026-05-12
GM
-7.53%GENERAL MTRS CO
Shares5.5K
Event2026-03-31
Filed2026-05-12
WST
-18.20%WEST PHARMACEUTICAL SVSC INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
COOPER COS INC
-10.06%COOPER COS INC
Shares5.7K
Event2026-03-31
Filed2026-05-12
CB
4.18%CHUBB LTD SWITZ
Shares1.2K
Event2026-03-31
Filed2026-05-12
CVLT
-2.41%COMMVAULT SYS INC
Shares5.2K
Event2026-03-31
Filed2026-05-12
RRC
2.05%RANGE RES CORP
Shares8.9K
Event2026-03-31
Filed2026-05-12
STERIS PLC
1.51%STERIS PLC
Shares1.8K
Event2026-03-31
Filed2026-05-12
CSW
5.98%CSW INDUSTRIALS INC
Shares1.5K
Event2026-03-31
Filed2026-05-12
ALC
1.04%ALCON AG
Shares5.3K
Event2026-03-31
Filed2026-05-12
ACIW
3.09%ACI WORLDWIDE INC
Shares9.8K
Event2026-03-31
Filed2026-05-12
WMS
-15.62%ADVANCED DRAIN SYS INC DEL
Shares2.9K
Event2026-03-31
Filed2026-05-12
TDC
1.65%TERADATA CORP DEL
Shares15.6K
Event2026-03-31
Filed2026-05-12
KNSL
-8.34%KINSALE CAP GROUP INC
Shares1.2K
Event2026-03-31
Filed2026-05-12
RYAAY
-2.52%RYANAIR HOLDINGS PLC
Shares6.9K
Event2026-03-31
Filed2026-05-12
UNH
-10.36%UNITEDHEALTH GROUP INC
Shares1.5K
Event2026-03-31
Filed2026-05-12
VRSK
0.29%VERISK ANALYTICS INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
ENTG
4.48%ENTEGRIS INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
RBRK
NewRUBRIK INC.
Shares8.0K
Event2026-03-31
Filed2026-05-12
APP
-8.50%APPLOVIN CORP
Shares979
Event2026-03-31
Filed2026-05-12
PSX
4.42%PHILLIPS 66
Shares2.1K
Event2026-03-31
Filed2026-05-12
NATWEST GROUP PLC
-27.27%NATWEST GROUP PLC
Shares26.0K
Event2026-03-31
Filed2026-05-12
CTAS
28.25%CINTAS CORP
Shares2.3K
Event2026-03-31
Filed2026-05-12
HWM
47.68%HOWMET AEROSPACE INC
Shares1.7K
Event2026-03-31
Filed2026-05-12
VIK
23.42%VIKING HOLDINGS LTD
Shares5.2K
Event2026-03-31
Filed2026-05-12
ATO
-18.11%ATMOS ENERGY CORP
Shares2.1K
Event2026-03-31
Filed2026-05-12
IMAX
NewIMAX CORP
Shares10.0K
Event2026-03-31
Filed2026-05-12
WAB
-23.37%WABTEC
Shares1.5K
Event2026-03-31
Filed2026-05-12
LECO
10.75%LINCOLN ELEC HLDGS INC
Shares1.5K
Event2026-03-31
Filed2026-05-12
NEE
9.36%NEXTERA ENERGY INC
Shares4.1K
Event2026-03-31
Filed2026-05-12
MMSI
-4.42%MERIT MED SYS INC
Shares5.5K
Event2026-03-31
Filed2026-05-12
POOL
-7.15%POOL CORP
Shares1.9K
Event2026-03-31
Filed2026-05-12
CTRA
-12.90%COTERRA ENERGY INC
Shares10.7K
Event2026-03-31
Filed2026-05-12
AVAV
-5.22%AEROVIRONMENT INC
Shares2.0K
Event2026-03-31
Filed2026-05-12
SPOT
NewSPOTIFY TECHNOLOGY S A
Shares760
Event2026-03-31
Filed2026-05-12
PBH
31.04%PRESTIGE CONSMR HEALTHCARE I
Shares6.2K
Event2026-03-31
Filed2026-05-12
XLE
NewSELECT SECTOR SPDR TR
Shares5.9K
Event2026-03-31
Filed2026-05-12
SLV
-33.11%ISHARES SILVER TR
Shares5.3K
Event2026-03-31
Filed2026-05-12
VYM
-57.60%VANGUARD WHITEHALL FDS
Shares2.4K
Event2026-03-31
Filed2026-05-12
CLOI
2.17%VANECK ETF TRUST
Shares6.7K
Event2026-03-31
Filed2026-05-12
CXT
9.71%CRANE NXT CO
Shares8.7K
Event2026-03-31
Filed2026-05-12
MSI
NewMOTOROLA SOLUTIONS INC
Shares810
Event2026-03-31
Filed2026-05-12
PTC
2.94%PTC INC
Shares2.5K
Event2026-03-31
Filed2026-05-12
HEI.A
-25.93%HEICO CORP NEW
Shares1.6K
Event2026-03-31
Filed2026-05-12
TT
55.58%TRANE TECHNOLOGIES PLC
Shares823
Event2026-03-31
Filed2026-05-12
VGIT
-6.49%VANGUARD SCOTTSDALE FDS
Shares5.8K
Event2026-03-31
Filed2026-05-12
EOG
NewEOG RES INC
Shares2.4K
Event2026-03-31
Filed2026-05-12
PHM
3.44%PULTE GROUP INC
Shares2.9K
Event2026-03-31
Filed2026-05-12
SPGI
-20.97%S&P GLOBAL INC
Shares799
Event2026-03-31
Filed2026-05-12
WDAY
21.12%WORKDAY INC
Shares2.6K
Event2026-03-31
Filed2026-05-12
VCEL
14.58%VERICEL CORP
Shares10.5K
Event2026-03-31
Filed2026-05-12
YETI
8.52%YETI HLDGS INC
Shares9.2K
Event2026-03-31
Filed2026-05-12
ECL
33.76%ECOLAB INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
HWKN
4.89%HAWKINS INC
Shares2.2K
Event2026-03-31
Filed2026-05-12
SPYM
NewSPDR SERIES TRUST
Shares4.3K
Event2026-03-31
Filed2026-05-12
DHI
8.98%D R HORTON INC
Shares2.4K
Event2026-03-31
Filed2026-05-12
FTNT
NewFORTINET INC
Shares4.0K
Event2026-03-31
Filed2026-05-12
BKNG
10.00%BOOKING HOLDINGS INC
Shares77
Event2026-03-31
Filed2026-05-12
INTC
40.65%INTEL CORP
Shares7.3K
Event2026-03-31
Filed2026-05-12
INTU
-72.85%INTUIT
Shares744
Event2026-03-31
Filed2026-05-12
CDW
23.95%CDW CORP
Shares2.6K
Event2026-03-31
Filed2026-05-12
BP
5.19%BP PLC
Shares6.7K
Event2026-03-31
Filed2026-05-12
RBC
-19.30%RBC BEARINGS INC
Shares577
Event2026-03-31
Filed2026-05-12
KEYS
2.89%KEYSIGHT TECHNOLOGIES INC
Shares1.1K
Event2026-03-31
Filed2026-05-12
HEI
7.70%HEICO CORP NEW
Shares1.1K
Event2026-03-31
Filed2026-05-12
MIR
NewMIRION TECHNOLOGIES INC
Shares16.5K
Event2026-03-31
Filed2026-05-12
PODD
4.81%INSULET CORP
Shares1.5K
Event2026-03-31
Filed2026-05-12
KVUE
63.38%KENVUE INC
Shares17.7K
Event2026-03-31
Filed2026-05-12
LINDE PLC
NewLINDE PLC
Shares615
Event2026-03-31
Filed2026-05-12
SE
-46.18%SEA LTD
Shares3.7K
Event2026-03-31
Filed2026-05-12
IDEV
0.00%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-05-12
KR
28.43%KROGER CO
Shares4.2K
Event2026-03-31
Filed2026-05-12
AGX
NewARGAN INC
Shares551
Event2026-03-31
Filed2026-05-12
WEX
-0.26%WEX INC
Shares2.0K
Event2026-03-31
Filed2026-05-12
CAVA
-3.36%CAVA GROUP INC
Shares3.7K
Event2026-03-31
Filed2026-05-12
CELH
NewCELSIUS HLDGS INC
Shares8.3K
Event2026-03-31
Filed2026-05-12
AVY
8.44%AVERY DENNISON CORP
Shares1.7K
Event2026-03-31
Filed2026-05-12
GWRE
-35.70%GUIDEWIRE SOFTWARE INC
Shares2.0K
Event2026-03-31
Filed2026-05-12
RS
0.64%RELIANCE INC
Shares945
Event2026-03-31
Filed2026-05-12
MELI
-35.69%MERCADOLIBRE INC
Shares164
Event2026-03-31
Filed2026-05-12
URI
11.56%UNITED RENTALS INC
Shares386
Event2026-03-31
Filed2026-05-12
BABA
12.53%ALIBABA GROUP HLDG LTD
Shares2.2K
Event2026-03-31
Filed2026-05-12
EWT
NewISHARES INC
Shares3.9K
Event2026-03-31
Filed2026-05-12
ORLY
-2.52%OREILLY AUTOMOTIVE INC
Shares3.0K
Event2026-03-31
Filed2026-05-12
CR
-9.13%CRANE COMPANY
Shares1.6K
Event2026-03-31
Filed2026-05-12
ALL
-19.46%ALLSTATE CORP
Shares1.3K
Event2026-03-31
Filed2026-05-12
FND
8.17%FLOOR & DECOR HLDGS INC
Shares5.4K
Event2026-03-31
Filed2026-05-12
VST
-9.15%VISTRA CORP
Shares1.8K
Event2026-03-31
Filed2026-05-12
JLL
8.14%JONES LANG LASALLE INC
Shares890
Event2026-03-31
Filed2026-05-12
EVR
-4.44%EVERCORE INC
Shares905
Event2026-03-31
Filed2026-05-12
IBP
-22.35%INSTALLED BLDG PRODS INC
Shares1.0K
Event2026-03-31
Filed2026-05-12
TER
NewTERADYNE INC
Shares910
Event2026-03-31
Filed2026-05-12
ING
31.90%ING GROEP N.V.
Shares10.3K
Event2026-03-31
Filed2026-05-12
ETR
NewENTERGY CORP NEW
Shares2.4K
Event2026-03-31
Filed2026-05-12
MTUM
0.54%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-12
JKHY
-21.79%HENRY JACK & ASSOC INC
Shares1.7K
Event2026-03-31
Filed2026-05-12
TRV
-13.61%TRAVELERS COMPANIES INC
Shares908
Event2026-03-31
Filed2026-05-12
BLACKROCK INC
46.28%BLACKROCK INC
Shares275
Event2026-03-31
Filed2026-05-12
RJF
-17.04%RAYMOND JAMES FINL INC
Shares1.8K
Event2026-03-31
Filed2026-05-12
SHY
NewISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-05-12
ALLE
-15.57%ALLEGION PLC
Shares1.8K
Event2026-03-31
Filed2026-05-12
TRNO
3.75%TERRENO RLTY CORP
Shares4.2K
Event2026-03-31
Filed2026-05-12
AGNC
24.98%AGNC INVT CORP
Shares25.8K
Event2026-03-31
Filed2026-05-12
BMI
5.97%BADGER METER INC
Shares1.7K
Event2026-03-31
Filed2026-05-12
OSK
NewOSHKOSH CORP
Shares1.7K
Event2026-03-31
Filed2026-05-12
OHI
-5.42%OMEGA HEALTHCARE INVS INC
Shares5.8K
Event2026-03-31
Filed2026-05-12
DDOG
1.37%DATADOG INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
XLC
NewSELECT SECTOR SPDR TR
Shares2.3K
Event2026-03-31
Filed2026-05-12
DCI
-1.83%DONALDSON INC
Shares3.0K
Event2026-03-31
Filed2026-05-12
AMP
-1.24%AMERIPRISE FINL INC
Shares559
Event2026-03-31
Filed2026-05-12
ELF
5.59%E L F BEAUTY INC
Shares4.1K
Event2026-03-31
Filed2026-05-12
SNY
NewSANOFI SA
Shares5.2K
Event2026-03-31
Filed2026-05-12
XEL
-0.03%XCEL ENERGY INC
Shares3.1K
Event2026-03-31
Filed2026-05-12
KMI
NewKINDER MORGAN INC DEL
Shares7.4K
Event2026-03-31
Filed2026-05-12
ICE
NewINTERCONTINENTAL EXCHANGE IN
Shares1.6K
Event2026-03-31
Filed2026-05-12
QNITY ELECTRONICS INC
NewQNITY ELECTRONICS INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
TDG
NewTRANSDIGM GROUP INC
Shares212
Event2026-03-31
Filed2026-05-12
IESC
NewIES HOLDINGS INC
Shares511
Event2026-03-31
Filed2026-05-12
CRWD
-21.25%CROWDSTRIKE HLDGS INC
Shares615
Event2026-03-31
Filed2026-05-12
AZTA
35.44%AZENTA INC
Shares11.3K
Event2026-03-31
Filed2026-05-12
EPAC
-16.91%ENERPAC TOOL GROUP CORP
Shares6.5K
Event2026-03-31
Filed2026-05-12
SOLV
NewSOLVENTUM CORP
Shares3.7K
Event2026-03-31
Filed2026-05-12
ADM
NewARCHER DANIELS MIDLAND CO
Shares3.2K
Event2026-03-31
Filed2026-05-12
FROG
NewJFROG LTD
Shares5.0K
Event2026-03-31
Filed2026-05-12
PSMT
NewPRICESMART INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
WPC
NewWP CAREY INC
Shares3.4K
Event2026-03-31
Filed2026-05-12
MORN
-28.34%MORNINGSTAR INC
Shares1.4K
Event2026-03-31
Filed2026-05-12
XLK
NewSELECT SECTOR SPDR TR
Shares1.7K
Event2026-03-31
Filed2026-05-12
ODFL
-19.54%OLD DOMINION FREIGHT LINE IN
Shares1.2K
Event2026-03-31
Filed2026-05-12
HYG
-9.20%ISHARES TR
Shares2.9K
Event2026-03-31
Filed2026-05-12
MOAT
0.00%VANECK ETF TRUST
Shares2.4K
Event2026-03-31
Filed2026-05-12
RYAN
-36.88%RYAN SPECIALTY HOLDINGS INC
Shares6.7K
Event2026-03-31
Filed2026-05-12
CHTR
NewCHARTER COMMUNICATIONS INC
Shares1.0K
Event2026-03-31
Filed2026-05-12
CRDO
-6.32%CREDO TECHNOLOGY GROUP HOLDI
Shares2.4K
Event2026-03-31
Filed2026-05-12
EXLS
6.92%EXLSERVICE HLDGS INC
Shares7.4K
Event2026-03-31
Filed2026-05-12
SLB
NewSLB LIMITED
Shares4.3K
Event2026-03-31
Filed2026-05-12
NFG
NewNATIONAL FUEL GAS CO
Shares2.3K
Event2026-03-31
Filed2026-05-12
ROKU
NewROKU INC
Shares2.3K
Event2026-03-31
Filed2026-05-12
BILS
-7.52%SPDR SERIES TRUST
Shares2.2K
Event2026-03-31
Filed2026-05-12
ADI
NewANALOG DEVICES INC
Shares690
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
NewINVESCO EXCHANGE TRADED FD T
Shares1.1K
Event2026-03-31
Filed2026-05-12
PNR
-24.32%PENTAIR PLC
Shares2.5K
Event2026-03-31
Filed2026-05-12
TOL
NewTOLL BROTHERS INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
IX
NewORIX CORP
Shares7.1K
Event2026-03-31
Filed2026-05-12
LQD
-15.44%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-05-12
DBP
NewINVESCO DB MULTI-SECTOR COMM
Shares1.9K
Event2026-03-31
Filed2026-05-12
BR
-21.91%BROADRIDGE FINL SOLUTIONS IN
Shares1.3K
Event2026-03-31
Filed2026-05-12
BAX
NewBAXTER INTL INC
Shares12.5K
Event2026-03-31
Filed2026-05-12
CWB
-11.79%SPDR SERIES TRUST
Shares2.3K
Event2026-03-31
Filed2026-05-12
EHC
-9.51%ENCOMPASS HEALTH CORP
Shares2.1K
Event2026-03-31
Filed2026-05-12
SYK
-24.88%STRYKER CORPORATION
Shares628
Event2026-03-31
Filed2026-05-12
CEG
-19.03%CONSTELLATION ENERGY CORP
Shares732
Event2026-03-31
Filed2026-05-12
DHR
15.45%DANAHER CORP DEL
Shares1.1K
Event2026-03-31
Filed2026-05-12
YUMC
NewYUM CHINA HLDGS INC
Shares4.2K
Event2026-03-31
Filed2026-05-12
VOT
NewVANGUARD INDEX FDS
Shares787
Event2026-03-31
Filed2026-05-12
BLACKSTONE INC
9.94%BLACKSTONE INC
Shares1.7K
Event2026-03-31
Filed2026-05-12
LYG
29.22%LLOYDS BANKING GROUP PLC
Shares39.7K
Event2026-03-31
Filed2026-05-12
NCNO
-36.29%NCINO INC
Shares13.0K
Event2026-03-31
Filed2026-05-12
DOC
NewHEALTHPEAK PROPERTIES INC
Shares11.6K
Event2026-03-31
Filed2026-05-12
F
6.15%FORD MTR CO
Shares16.2K
Event2026-03-31
Filed2026-05-12
NOK
NewNOKIA CORP
Shares22.9K
Event2026-03-31
Filed2026-05-12
VODAFONE GROUP PLC
NewVODAFONE GROUP PLC
Shares10.1K
Event2026-03-31
Filed2026-05-12
EFC
-6.29%ELLINGTON FINANCIAL INC
Shares11.3K
Event2026-03-31
Filed2026-05-12
UAA
8.35%UNDER ARMOUR INC
Shares11.3K
Event2026-03-31
Filed2026-05-12
JBLU
0.00%JETBLUE AIRWAYS CORP
Shares10.0K
Event2026-03-31
Filed2026-05-12
Call Option Holdings
COST Call
0.00%COSTCO WHOLESALE CORPORATION
Shares100
Event2026-03-31
Filed2026-05-12
NVDA Call
-75.00%NVIDIA CORPORATION
Shares300
Event2026-03-31
Filed2026-05-12
TSLA Call
NewTESLA INC
Shares100
Event2026-03-31
Filed2026-05-12
BROADCOM INC Call
0.00%BROADCOM INC
Shares100
Event2026-03-31
Filed2026-05-12
PLTR Call
0.00%PALANTIR TECHNOLOGIES INC
Shares100
Event2026-03-31
Filed2026-05-12
Put Option Holdings
XOM Put
NewEXXON MOBIL CORP
Shares7.5K
Event2026-03-31
Filed2026-05-12