Sponsored

The Analysis of PRIVATE MANAGEMENT GROUP INC's Holdings & P&L

Currently, PRIVATE MANAGEMENT GROUP INC holds 311 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in N/A (+3.4M shares, valued at $73.5M), N/A (+148.9K shares, valued at $71.4M), COLD (+4.8M shares, valued at $54.8M); initiated new positions in N/A (+3.4M shares, valued at $73.5M), N/A (+148.9K shares, valued at $71.4M), COLD (+4.8M shares, valued at $54.8M).

1M P&L

+3.3M+0.10%

3M P&L

-88.1M-2.69%

HY P&L

+110.8M+3.61%

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

1Asset Management292.3M

9.6%

2Packaging & Containers151.4M

5.0%

3Telecom Services126.5M

4.2%

Top Industries by Stock Count

1N/A56 stocks

20.4%

2Banks - Regional9 stocks

3.3%

3Asset Management8 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SIRIUSPOINT LTD SIRIUSPOINT LTD3.4M sharesnew addition2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL148.9K sharesnew addition2026-03-312026-05-08

COLD AMERICOLD REALTY TRUST INC4.8M sharesnew addition2026-03-312026-05-08

VLO VALERO ENERGY CORP219.2K sharesnew addition2026-03-312026-05-08

DAR DARLING INGREDIENTS INC868.7K sharesnew addition2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC999.9K sharesnew addition2026-03-312026-05-08

SON SONOCO PRODS CO855.7K sharesnew addition2026-03-312026-05-08

GSBD GOLDMAN SACHS BDC INC5.0M sharesnew addition2026-03-312026-05-08

Sponsored

CRC CALIFORNIA RES CORP641.6K sharesnew addition2026-03-312026-05-08

OBDC BLUE OWL CAPITAL CORPORATION3.8M sharesnew addition2026-03-312026-05-08

SEB SEABOARD CORP DEL7.5K sharesnew addition2026-03-312026-05-08

CMCSA COMCAST CORP NEW1.5M sharesnew addition2026-03-312026-05-08

OAKTREE SPECIALTY LENDING OAKTREE SPECIALTY LENDING3.7M sharesnew addition2026-03-312026-05-08

STT STATE STR CORP331.3K sharesnew addition2026-03-312026-05-08

ACI ALBERTSONS COS INC2.4M sharesnew addition2026-03-312026-05-08

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC3.1M sharesnew addition2026-03-312026-05-08

Sponsored

KDP KEURIG DR PEPPER INC1.5M sharesnew addition2026-03-312026-05-08

AQN ALGONQUIN POWER & UTILITIES6.4M sharesnew addition2026-03-312026-05-08

LKQ LKQ CORP1.3M sharesnew addition2026-03-312026-05-08

BK BANK NEW YORK MELLON CORP317.2K sharesnew addition2026-03-312026-05-08

WBD WARNER BROS DISCOVERY INC1.4M sharesnew addition2026-03-312026-05-08

DIGITALBRIDGE GROUP INC DIGITALBRIDGE GROUP INC2.4M sharesnew addition2026-03-312026-05-08

BBDC BARINGS BDC INC4.3M sharesnew addition2026-03-312026-05-08

PSEC PROSPECT CAP CORP13.5M sharesnew addition2026-03-312026-05-08

Sponsored

UGI UGI CORP NEW954.4K sharesnew addition2026-03-312026-05-08

PB PROSPERITY BANCSHARES INC513.4K sharesnew addition2026-03-312026-05-08

VNO VORNADO RLTY TR1.3M sharesnew addition2026-03-312026-05-08

PK PARK HOTELS & RESORTS INC3.2M sharesnew addition2026-03-312026-05-08

CG CARLYLE GROUP INC691.4K sharesnew addition2026-03-312026-05-08

ABEV AMBEV SA11.3M sharesnew addition2026-03-312026-05-08

PBF PBF ENERGY INC688.2K sharesnew addition2026-03-312026-05-08

CNNE 2.3M shares0.00%2026-03-312026-05-11

Sponsored

BGC BGC GROUP INC3.3M sharesnew addition2026-03-312026-05-08

JPM JPMORGAN CHASE & CO109.7K sharesnew addition2026-03-312026-05-08

GPN GLOBAL PMTS INC478.9K sharesnew addition2026-03-312026-05-08

AAP ADVANCE AUTO PARTS INC603.7K sharesnew addition2026-03-312026-05-08

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC1.4M sharesnew addition2026-03-312026-05-08

JEF JEFFERIES FINANCIAL GROUP IN756.1K sharesnew addition2026-03-312026-05-08

OI O-I GLASS INC2.9M sharesnew addition2026-03-312026-05-08

NICE NICE LTD273.0K sharesnew addition2026-03-312026-05-08

Sponsored

BN BROOKFIELD CORP742.6K sharesnew addition2026-03-312026-05-08

CXM SPRINKLR INC4.9M sharesnew addition2026-03-312026-05-08

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW277.0K sharesnew addition2026-03-312026-05-08

BBUC BROOKFIELD BUSINESS CORP921.2K sharesnew addition2026-03-312026-05-08

UMH UMH PPTYS INC1.9M sharesnew addition2026-03-312026-05-08

CABO CABLE ONE INC304.4K sharesnew addition2026-03-312026-05-08

ARCO ARCOS DORADOS HLDGS INC3.4M sharesnew addition2026-03-312026-05-08

BRSP BRIGHTSPIRE CAPITAL INC4.8M sharesnew addition2026-03-312026-05-08

Sponsored

PDM PIEDMONT REALTY TRUST INC4.1M sharesnew addition2026-03-312026-05-08

OGN ORGANON & CO4.4M sharesnew addition2026-03-312026-05-08

CNNE CANNAE HLDGS INC2.3M sharesnew addition2026-03-312026-05-08

HG HAMILTON INSURANCE GROUP LTD867.6K sharesnew addition2026-03-312026-05-08

GLRE GREENLIGHT CAP RE LTD1.5M sharesnew addition2026-03-312026-05-08

PAG PENSKE AUTOMOTIVE GRP INC171.8K sharesnew addition2026-03-312026-05-08

DEO DIAGEO PLC342.8K sharesnew addition2026-03-312026-05-08

FPH FIVE POINT HOLDINGS LLC5.3M sharesnew addition2026-03-312026-05-08

Sponsored

MET METLIFE INC352.6K sharesnew addition2026-03-312026-05-08

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC287.3K sharesnew addition2026-03-312026-05-08

PKOH PARK-OHIO HLDGS CORP1.0M sharesnew addition2026-03-312026-05-08

BABA ALIBABA GROUP HLDG LTD195.4K sharesnew addition2026-03-312026-05-08

HSIC SCHEIN HENRY INC331.2K sharesnew addition2026-03-312026-05-08

CCK CROWN HLDGS INC242.4K sharesnew addition2026-03-312026-05-08

JBGS JBG SMITH PPTYS1.6M sharesnew addition2026-03-312026-05-08

VYX NCR VOYIX CORPORATION3.8M sharesnew addition2026-03-312026-05-08

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL33 sharesnew addition2026-03-312026-05-08

O REALTY INCOME CORP384.6K sharesnew addition2026-03-312026-05-08

QDEL QUIDELORTHO CORP1.4M sharesnew addition2026-03-312026-05-08

SUI SUN CMNTYS INC180.4K sharesnew addition2026-03-312026-05-08

ENOV ENOVIS CORPORATION983.4K sharesnew addition2026-03-312026-05-08

WPC WP CAREY INC327.3K sharesnew addition2026-03-312026-05-08

AVTR AVANTOR INC2.7M sharesnew addition2026-03-312026-05-08

TEVA TEVA PHARMACEUTICAL INDS LTD710.4K sharesnew addition2026-03-312026-05-08

Sponsored

RUSHB RUSH ENTERPRISES INC325.1K sharesnew addition2026-03-312026-05-08

LAMR LAMAR ADVERTISING CO163.0K sharesnew addition2026-03-312026-05-08

AMBP ARDAGH METAL PACKAGING S A5.0M sharesnew addition2026-03-312026-05-08

FOUR SHIFT4 PMTS INC454.2K sharesnew addition2026-03-312026-05-08

PEBO PEOPLES BANCORP INC595.6K sharesnew addition2026-03-312026-05-08

ELAN ELANCO ANIMAL HEALTH INC818.1K sharesnew addition2026-03-312026-05-08

XRAY DENTSPLY SIRONA INC1.7M sharesnew addition2026-03-312026-05-08

FWRD FORWARD AIR CORP1.2M sharesnew addition2026-03-312026-05-08

Sponsored

CC CHEMOURS CO858.1K sharesnew addition2026-03-312026-05-08

ASC ARDMORE SHIPPING CORP1.2M sharesnew addition2026-03-312026-05-08

PAYSAFE LIMITED PAYSAFE LIMITED2.6M sharesnew addition2026-03-312026-05-08

BSRR SIERRA BANCORP524.2K sharesnew addition2026-03-312026-05-08

DV DOUBLEVERIFY HLDGS INC1.8M sharesnew addition2026-03-312026-05-08

AIOT POWERFLEET INC5.5M sharesnew addition2026-03-312026-05-08

INSW INTERNATIONAL SEAWAYS INC225.3K sharesnew addition2026-03-312026-05-08

LUCK LUCKY STRIKE ENTERTAINMENT C2.0M sharesnew addition2026-03-312026-05-08

Sponsored

ALLY ALLY FINL INC416.4K sharesnew addition2026-03-312026-05-08

TAP MOLSON COORS BEVERAGE CO378.7K sharesnew addition2026-03-312026-05-08

OSUR ORASURE TECHNOLOGIES INC5.4M sharesnew addition2026-03-312026-05-08

RPAY REPAY HLDGS CORP6.1M sharesnew addition2026-03-312026-05-08

STNG SCORPIO TANKERS INC208.5K sharesnew addition2026-03-312026-05-08

VSTS VESTIS CORPORATION2.0M sharesnew addition2026-03-312026-05-08

AN AUTONATION INC78.3K sharesnew addition2026-03-312026-05-08

RUSHA RUSH ENTERPRISES INC226.8K sharesnew addition2026-03-312026-05-08

Sponsored

AAT AMERICAN ASSETS TR INC806.6K sharesnew addition2026-03-312026-05-08

NE NOBLE CORP PLC295.9K sharesnew addition2026-03-312026-05-08

JNJ JOHNSON & JOHNSON58.8K sharesnew addition2026-03-312026-05-08

CNC CENTENE CORP DEL416.7K sharesnew addition2026-03-312026-05-08

VNT VONTIER CORPORATION384.0K sharesnew addition2026-03-312026-05-08

MGPI MGP INGREDIENTS INC NEW740.0K sharesnew addition2026-03-312026-05-08

ALPHABET INC ALPHABET INC47.2K sharesnew addition2026-03-312026-05-08

GPK GRAPHIC PACKAGING HLDG CO1.3M sharesnew addition2026-03-312026-05-08

Sponsored

KELYA KELLY SVCS INC1.5M sharesnew addition2026-03-312026-05-08

PRDO PERDOCEO ED CORP346.1K sharesnew addition2026-03-312026-05-08

DRVN DRIVEN BRANDS HLDGS INC1.0M sharesnew addition2026-03-312026-05-08

COMMUNITY WEST BANCSHARES NE COMMUNITY WEST BANCSHARES NE529.6K sharesnew addition2026-03-312026-05-08

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD974.6K sharesnew addition2026-03-312026-05-08

AAPL APPLE INC46.3K sharesnew addition2026-03-312026-05-08

RC READY CAPITAL CORP7.2M sharesnew addition2026-03-312026-05-08

ONB OLD NATL BANCORP IND528.2K sharesnew addition2026-03-312026-05-08

Sponsored

ONL ORION PROPERTIES INC5.4M sharesnew addition2026-03-312026-05-08

FHN FIRST HORIZON CORPORATION503.8K sharesnew addition2026-03-312026-05-08

MPC MARATHON PETE CORP45.0K sharesnew addition2026-03-312026-05-08

THC TENET HEALTHCARE CORP57.6K sharesnew addition2026-03-312026-05-08

BOC BOSTON OMAHA CORP917.6K sharesnew addition2026-03-312026-05-08

GEF GREIF INC153.9K sharesnew addition2026-03-312026-05-08

ALIT ALIGHT INC16.8M sharesnew addition2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS123.0K sharesnew addition2026-03-312026-05-08

Sponsored

NB NIOCORP DEVS LTD2.1M sharesnew addition2026-03-312026-05-08

SOUTHSTATE BK CORP SOUTHSTATE BK CORP100.9K sharesnew addition2026-03-312026-05-08

BHC BAUSCH HEALTH COS INC1.7M sharesnew addition2026-03-312026-05-08

INSE INSPIRED ENTMT INC1.3M sharesnew addition2026-03-312026-05-08

PM PHILIP MORRIS INTL INC53.6K sharesnew addition2026-03-312026-05-08

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC216.6K sharesnew addition2026-03-312026-05-08

NML NEUBERGER ENGY INFRSTR & INC741.8K sharesnew addition2026-03-312026-05-08

ET ENERGY TRANSFER L P401.3K sharesnew addition2026-03-312026-05-08

Sponsored

BV BRIGHTVIEW HLDGS INC640.9K sharesnew addition2026-03-312026-05-08

HD HOME DEPOT INC22.9K sharesnew addition2026-03-312026-05-08

AZO AUTOZONE INC2.1K sharesnew addition2026-03-312026-05-08

ABBV ABBVIE INC33.0K sharesnew addition2026-03-312026-05-08

ASLE AERSALE CORPORATION1.1M sharesnew addition2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP20.4K sharesnew addition2026-03-312026-05-08

NVDA NVIDIA CORPORATION39.0K sharesnew addition2026-03-312026-05-08

FSP FRANKLIN STR PPTYS CORP10.1M sharesnew addition2026-03-312026-05-08

Sponsored

TTC TORO CO70.0K sharesnew addition2026-03-312026-05-08

SW SMURFIT WESTROCK PLC159.9K sharesnew addition2026-03-312026-05-08

BIL SPDR SERIES TRUST68.8K sharesnew addition2026-03-312026-05-08

CENCORA INC CENCORA INC20.0K sharesnew addition2026-03-312026-05-08

CVX CHEVRON CORPORATION30.2K sharesnew addition2026-03-312026-05-08

MSFT MICROSOFT CORP15.9K sharesnew addition2026-03-312026-05-08

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD500.8K sharesnew addition2026-03-312026-05-08

EPD ENTERPRISE PRODS PARTNERS L151.1K sharesnew addition2026-03-312026-05-08

Sponsored

MCD MCDONALDS CORP15.8K sharesnew addition2026-03-312026-05-08

ONEW ONEWATER MARINE INC490.6K sharesnew addition2026-03-312026-05-08

AFL AFLAC INC41.9K sharesnew addition2026-03-312026-05-08

FLL FULL HSE RESORTS INC1.8M sharesnew addition2026-03-312026-05-08

BAC BANK AMERICA CORP80.8K sharesnew addition2026-03-312026-05-08

SGOV ISHARES TR38.7K sharesnew addition2026-03-312026-05-08

GGZ GABELLI GLOBAL SMALL & MID C256.6K sharesnew addition2026-03-312026-05-08

OABI OMNIAB INC2.4M sharesnew addition2026-03-312026-05-08

Sponsored

QCOM QUALCOMM INC29.0K sharesnew addition2026-03-312026-05-08

FDX FEDEX CORP10.3K sharesnew addition2026-03-312026-05-08

MO ALTRIA GROUP INC53.9K sharesnew addition2026-03-312026-05-08

KO COCA COLA CO46.7K sharesnew addition2026-03-312026-05-08

CITIGROUP INC CITIGROUP INC30.3K sharesnew addition2026-03-312026-05-08

AJG GALLAGHER ARTHUR J & CO15.1K sharesnew addition2026-03-312026-05-08

T AT&T INC110.9K sharesnew addition2026-03-312026-05-08

OKE ONEOK INC NEW33.4K sharesnew addition2026-03-312026-05-08

Sponsored

TDS TELEPHONE & DATA SYS INC71.1K sharesnew addition2026-03-312026-05-08

PSX PHILLIPS 6615.8K sharesnew addition2026-03-312026-05-08

MPLX MPLX LP50.0K sharesnew addition2026-03-312026-05-08

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD63.5K sharesnew addition2026-03-312026-05-08

AMZN AMAZON COM INC13.4K sharesnew addition2026-03-312026-05-08

FNF FIDELITY NATL FINL INC60.0K sharesnew addition2026-03-312026-05-08

CSCO CISCO SYS INC35.3K sharesnew addition2026-03-312026-05-08

COP CONOCOPHILLIPS20.6K sharesnew addition2026-03-312026-05-08

Sponsored

MERCK & CO INC MERCK & CO INC22.4K sharesnew addition2026-03-312026-05-08

SHY ISHARES TR30.8K sharesnew addition2026-03-312026-05-08

TRGP TARGA RES CORP10.0K sharesnew addition2026-03-312026-05-08

XOM EXXON MOBIL CORP14.6K sharesnew addition2026-03-312026-05-08

CFG CITIZENS FINL GROUP INC40.6K sharesnew addition2026-03-312026-05-08

BLACKSTONE INC BLACKSTONE INC20.4K sharesnew addition2026-03-312026-05-08

PFE PFIZER INC82.1K sharesnew addition2026-03-312026-05-08

GIS GENERAL MILLS INC60.4K sharesnew addition2026-03-312026-05-08

Sponsored

RGT ROYCE GLOBAL TRUST INC168.0K sharesnew addition2026-03-312026-05-08

ABT ABBOTT LABORATORIES21.2K sharesnew addition2026-03-312026-05-08

CVS CVS HEALTH CORP30.0K sharesnew addition2026-03-312026-05-08

USB US BANCORP41.1K sharesnew addition2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP3.5K sharesnew addition2026-03-312026-05-08

KR KROGER CO28.4K sharesnew addition2026-03-312026-05-08

MGP INGREDIENTS INC NEW MGP INGREDIENTS INC NEW2.0M sharesnew addition2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION1.9K sharesnew addition2026-03-312026-05-08

Sponsored

IWR ISHARES TR18.8K sharesnew addition2026-03-312026-05-08

WTM WHITE MTNS INS GROUP LTD823 sharesnew addition2026-03-312026-05-08

ALPHABET INC ALPHABET INC6.2K sharesnew addition2026-03-312026-05-08

HZO MARINEMAX INC61.8K sharesnew addition2026-03-312026-05-08

WDC WESTERN DIGITAL CORP6.0K sharesnew addition2026-03-312026-05-08

VV VANGUARD INDEX FDS5.4K sharesnew addition2026-03-312026-05-08

COYA COYA THERAPEUTICS INC369.1K sharesnew addition2026-03-312026-05-08

ITOT ISHARES TR10.0K sharesnew addition2026-03-312026-05-08

Sponsored

MDLZ MONDELEZ INTL INC22.7K sharesnew addition2026-03-312026-05-08

SNDK SANDISK CORP2.0K sharesnew addition2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T1.9K sharesnew addition2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS5.8K sharesnew addition2026-03-312026-05-08

DOW DOW HLDGS INC30.0K sharesnew addition2026-03-312026-05-08

BMY BRISTOL-MYERS SQUIBB CO20.6K sharesnew addition2026-03-312026-05-08

XRX XEROX HOLDINGS CORP959.1K sharesnew addition2026-03-312026-05-08

ORCL ORACLE CORP8.3K sharesnew addition2026-03-312026-05-08

Sponsored

META META PLATFORMS INC2.1K sharesnew addition2026-03-312026-05-08

V VISA INC3.9K sharesnew addition2026-03-312026-05-08

EQT CORP EQT CORP17.5K sharesnew addition2026-03-312026-05-08

IWS ISHARES TR6.9K sharesnew addition2026-03-312026-05-08

CCEP COCA-COLA EUROPACIFIC PARTNE10.3K sharesnew addition2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE3.1K sharesnew addition2026-03-312026-05-08

WFC WELLS FARGO & CO11.2K sharesnew addition2026-03-312026-05-08

GLD SPDR GOLD TR2.1K sharesnew addition2026-03-312026-05-08

Sponsored

IWM ISHARES TR3.5K sharesnew addition2026-03-312026-05-08

DFUS DIMENSIONAL ETF TRUST12.2K sharesnew addition2026-03-312026-05-08

BA BOEING CO4.0K sharesnew addition2026-03-312026-05-08

TSLA TESLA INC2.1K sharesnew addition2026-03-312026-05-08

VTV VANGUARD INDEX FDS4.0K sharesnew addition2026-03-312026-05-08

PKST PEAKSTONE REALTY TRUST36.6K sharesnew addition2026-03-312026-05-08

BROADCOM INC BROADCOM INC2.4K sharesnew addition2026-03-312026-05-08

IJK ISHARES TR7.2K sharesnew addition2026-03-312026-05-08

Sponsored

DE DEERE & CO1.3K sharesnew addition2026-03-312026-05-08

GEV GE VERNOVA INC782 sharesnew addition2026-03-312026-05-08

MU MICRON TECHNOLOGY INC2.0K sharesnew addition2026-03-312026-05-08

FFWM FIRST FNDTN INC109.8K sharesnew addition2026-03-312026-05-08

DIS DISNEY WALT CO6.7K sharesnew addition2026-03-312026-05-08

USFR WISDOMTREE TR12.7K sharesnew addition2026-03-312026-05-08

VXF VANGUARD INDEX FDS3.1K sharesnew addition2026-03-312026-05-08

LWLG LIGHTWAVE LOGIC INC89.1K sharesnew addition2026-03-312026-05-08

Sponsored

BRID BRIDGFORD FOODS CORP82.3K sharesnew addition2026-03-312026-05-08

IVV ISHARES TR917 sharesnew addition2026-03-312026-05-08

PH PARKER-HANNIFIN CORP660 sharesnew addition2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC1.5K sharesnew addition2026-03-312026-05-08

LLY ELI LILLY & CO609 sharesnew addition2026-03-312026-05-08

BWA BORGWARNER INC10.0K sharesnew addition2026-03-312026-05-08

PG PROCTER & GAMBLE CO3.8K sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR903 sharesnew addition2026-03-312026-05-08

Sponsored

BNDX VANGUARD CHARLOTTE FDS10.8K sharesnew addition2026-03-312026-05-08

MMM 3M CO3.6K sharesnew addition2026-03-312026-05-08

CELESTICA INC CELESTICA INC1.8K sharesnew addition2026-03-312026-05-08

AMGN AMGEN INC1.5K sharesnew addition2026-03-312026-05-08

BSCU INVESCO EXCH TRD SLF IDX FD29.6K sharesnew addition2026-03-312026-05-08

VO VANGUARD INDEX FDS1.7K sharesnew addition2026-03-312026-05-08

HON HONEYWELL INTL INC2.1K sharesnew addition2026-03-312026-05-08

KIM KIMCO REALTY CORP21.5K sharesnew addition2026-03-312026-05-08

Sponsored

ANDE ANDERSONS INC6.6K sharesnew addition2026-03-312026-05-08

SDY SPDR SERIES TRUST3.2K sharesnew addition2026-03-312026-05-08

NEE NEXTERA ENERGY INC4.9K sharesnew addition2026-03-312026-05-08

CAT CATERPILLAR INC632 sharesnew addition2026-03-312026-05-08

IJR ISHARES TR3.6K sharesnew addition2026-03-312026-05-08

IEMG ISHARES INC6.3K sharesnew addition2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS1.8K sharesnew addition2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS5.4K sharesnew addition2026-03-312026-05-08

Sponsored

TXN TEXAS INSTRS INC2.2K sharesnew addition2026-03-312026-05-08

XLI SELECT SECTOR SPDR TR2.6K sharesnew addition2026-03-312026-05-08

SBUX STARBUCKS CORP4.5K sharesnew addition2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR13.7K sharesnew addition2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC466 sharesnew addition2026-03-312026-05-08

IWF ISHARES TR914 sharesnew addition2026-03-312026-05-08

AMAT APPLIED MATLS INC1.1K sharesnew addition2026-03-312026-05-08

NKE NIKE INC7.0K sharesnew addition2026-03-312026-05-08

Sponsored

NXST NEXSTAR MEDIA GROUP INC2.0K sharesnew addition2026-03-312026-05-08

L LOEWS CORP3.4K sharesnew addition2026-03-312026-05-08

VPLS VANGUARD MALVERN FDS4.5K sharesnew addition2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS4.4K sharesnew addition2026-03-312026-05-08

VTI VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-05-08

NFLX NETFLIX INC.3.5K sharesnew addition2026-03-312026-05-08

PEP PEPSICO INC2.2K sharesnew addition2026-03-312026-05-08

IBIT ISHARES BITCOIN TRUST ETF8.6K sharesnew addition2026-03-312026-05-08

Sponsored

XLV SELECT SECTOR SPDR TR2.3K sharesnew addition2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP1.1K sharesnew addition2026-03-312026-05-08

VGT VANGUARD WORLD FD459 sharesnew addition2026-03-312026-05-08

ROK ROCKWELL AUTOMATION INC891 sharesnew addition2026-03-312026-05-08

RTX RTX CORPORATION1.6K sharesnew addition2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR2.3K sharesnew addition2026-03-312026-05-08

SWZ TOTAL RETURN SECURITIES FUND10.5K sharesnew addition2026-03-312026-05-08

DFIV DIMENSIONAL ETF TRUST5.8K sharesnew addition2026-03-312026-05-08

Sponsored

WMT WALMART INC2.4K sharesnew addition2026-03-312026-05-08

JKHY HENRY JACK & ASSOC INC1.8K sharesnew addition2026-03-312026-05-08

COPY RBB FUND TRUST20.5K sharesnew addition2026-03-312026-05-08

LOW LOWES COS INC1.2K sharesnew addition2026-03-312026-05-08

WELL WELLTOWER INC1.3K sharesnew addition2026-03-312026-05-08

DFUV DIMENSIONAL ETF TRUST5.3K sharesnew addition2026-03-312026-05-08

EFA ISHARES TR2.7K sharesnew addition2026-03-312026-05-08

VDE VANGUARD WORLD FD1.5K sharesnew addition2026-03-312026-05-08

Sponsored

VONE VANGUARD SCOTTSDALE FDS844 sharesnew addition2026-03-312026-05-08

XLP SELECT SECTOR SPDR TR3.0K sharesnew addition2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS411 sharesnew addition2026-03-312026-05-08

UNP UNION PAC CORP1.0K sharesnew addition2026-03-312026-05-08

VB VANGUARD INDEX FDS924 sharesnew addition2026-03-312026-05-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.2K sharesnew addition2026-03-312026-05-08

SCHA SCHWAB STRATEGIC TR7.9K sharesnew addition2026-03-312026-05-08

MDV MODIV INDUSTRIAL INC15.9K sharesnew addition2026-03-312026-05-08

Sponsored

KHC KRAFT HEINZ CO10.1K sharesnew addition2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC232 sharesnew addition2026-03-312026-05-08

SO SOUTHERN CO2.3K sharesnew addition2026-03-312026-05-08

MFC MANULIFE FINL CORP6.2K sharesnew addition2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS3.3K sharesnew addition2026-03-312026-05-08

VIGI VANGUARD WHITEHALL FDS2.4K sharesnew addition2026-03-312026-05-08

SAFEHOLD INC SAFEHOLD INC15.5K sharesnew addition2026-03-312026-05-08

CVBF CVB FINL CORP10.7K sharesnew addition2026-03-312026-05-08

Sponsored

VYM VANGUARD WHITEHALL FDS1.4K sharesnew addition2026-03-312026-05-08

IJJ ISHARES TR1.5K sharesnew addition2026-03-312026-05-08

DFAS DIMENSIONAL ETF TRUST2.9K sharesnew addition2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K sharesnew addition2026-03-312026-05-08

EMR EMERSON ELEC CO1.5K sharesnew addition2026-03-312026-05-08

LESLIES INC LESLIES INC143.6K sharesnew addition2026-03-312026-05-08

HYI WESTERN ASSET HIGH YIELD OPP12.1K sharesnew addition2026-03-312026-05-08

JOBY JOBY AVIATION INC11.9K sharesnew addition2026-03-312026-05-08

Sponsored

VVR INVESCO SR INCOME TR28.6K sharesnew addition2026-03-312026-05-08

STHO STAR HLDGS10.6K sharesnew addition2026-03-312026-05-08

NEOGENOMICS INC NEOGENOMICS INC66.0K sharesnew addition2026-03-312026-05-08

WEAV WEAVE COMMUNICATIONS INC10.0K sharesnew addition2026-03-312026-05-08

XEROX HOLDINGS CORP XEROX HOLDINGS CORP480.6K sharesnew addition2026-03-312026-05-08

GNLX GENELUX CORPORATION11.3K sharesnew addition2026-03-312026-05-08

CGTX COGNITION THERAPEUTICS INC24.0K sharesnew addition2026-03-312026-05-08

SIRIUSPOINT LTD

New

Shares3.4M

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

New

Shares148.9K

Event2026-03-31

Filed2026-05-08

COLD

AMERICOLD REALTY TRUST INC

New

Shares4.8M

Event2026-03-31

Filed2026-05-08

VLO

VALERO ENERGY CORP

New

Shares219.2K

Event2026-03-31

Filed2026-05-08

DAR

DARLING INGREDIENTS INC

New

Shares868.7K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

New

Shares999.9K

Event2026-03-31

Filed2026-05-08

SON

SONOCO PRODS CO

New

Shares855.7K

Event2026-03-31

Filed2026-05-08

GSBD

GOLDMAN SACHS BDC INC

New

Shares5.0M

Event2026-03-31

Filed2026-05-08

CRC

CALIFORNIA RES CORP

New

Shares641.6K

Event2026-03-31

Filed2026-05-08

OBDC

BLUE OWL CAPITAL CORPORATION

New

Shares3.8M

Event2026-03-31

Filed2026-05-08

SEB

SEABOARD CORP DEL

New

Shares7.5K

Event2026-03-31

Filed2026-05-08

CMCSA

COMCAST CORP NEW

New

Shares1.5M

Event2026-03-31

Filed2026-05-08

OAKTREE SPECIALTY LENDING

New

Shares3.7M

Event2026-03-31

Filed2026-05-08

STT

STATE STR CORP

New

Shares331.3K

Event2026-03-31

Filed2026-05-08

ACI

ALBERTSONS COS INC

New

Shares2.4M

Event2026-03-31

Filed2026-05-08

FLAGSTAR BANK NATIONAL ASSOC

New

Shares3.1M

Event2026-03-31

Filed2026-05-08

KDP

KEURIG DR PEPPER INC

New

Shares1.5M

Event2026-03-31

Filed2026-05-08

AQN

ALGONQUIN POWER & UTILITIES

New

Shares6.4M

Event2026-03-31

Filed2026-05-08

LKQ

LKQ CORP

New

Shares1.3M

Event2026-03-31

Filed2026-05-08

BANK NEW YORK MELLON CORP

New

Shares317.2K

Event2026-03-31

Filed2026-05-08

WBD

WARNER BROS DISCOVERY INC

New

Shares1.4M

Event2026-03-31

Filed2026-05-08

DIGITALBRIDGE GROUP INC

New

Shares2.4M

Event2026-03-31

Filed2026-05-08

BBDC

BARINGS BDC INC

New

Shares4.3M

Event2026-03-31

Filed2026-05-08

PSEC

PROSPECT CAP CORP

New

Shares13.5M

Event2026-03-31

Filed2026-05-08

UGI

UGI CORP NEW

New

Shares954.4K

Event2026-03-31

Filed2026-05-08

PROSPERITY BANCSHARES INC

New

Shares513.4K

Event2026-03-31

Filed2026-05-08

VNO

VORNADO RLTY TR

New

Shares1.3M

Event2026-03-31

Filed2026-05-08

PARK HOTELS & RESORTS INC

New

Shares3.2M

Event2026-03-31

Filed2026-05-08

CARLYLE GROUP INC

New

Shares691.4K

Event2026-03-31

Filed2026-05-08

ABEV

AMBEV SA

New

Shares11.3M

Event2026-03-31

Filed2026-05-08

PBF

PBF ENERGY INC

New

Shares688.2K

Event2026-03-31

Filed2026-05-08

CNNE

0.00%

Shares2.3M

Event2026-03-31

Filed2026-05-11

BGC

BGC GROUP INC

New

Shares3.3M

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

New

Shares109.7K

Event2026-03-31

Filed2026-05-08

GPN

GLOBAL PMTS INC

New

Shares478.9K

Event2026-03-31

Filed2026-05-08

AAP

ADVANCE AUTO PARTS INC

New

Shares603.7K

Event2026-03-31

Filed2026-05-08

SIRIUSXM HOLDINGS INC

New

Shares1.4M

Event2026-03-31

Filed2026-05-08

JEF

JEFFERIES FINANCIAL GROUP IN

New

Shares756.1K

Event2026-03-31

Filed2026-05-08

O-I GLASS INC

New

Shares2.9M

Event2026-03-31

Filed2026-05-08

NICE

NICE LTD

New

Shares273.0K

Event2026-03-31

Filed2026-05-08

BROOKFIELD CORP

New

Shares742.6K

Event2026-03-31

Filed2026-05-08

CXM

SPRINKLR INC

New

Shares4.9M

Event2026-03-31

Filed2026-05-08

FEDERAL RLTY INVT TR NEW

New

Shares277.0K

Event2026-03-31

Filed2026-05-08

BBUC

BROOKFIELD BUSINESS CORP

New

Shares921.2K

Event2026-03-31

Filed2026-05-08

UMH

UMH PPTYS INC

New

Shares1.9M

Event2026-03-31

Filed2026-05-08

CABO

CABLE ONE INC

New

Shares304.4K

Event2026-03-31

Filed2026-05-08

ARCO

ARCOS DORADOS HLDGS INC

New

Shares3.4M

Event2026-03-31

Filed2026-05-08

BRSP

BRIGHTSPIRE CAPITAL INC

New

Shares4.8M

Event2026-03-31

Filed2026-05-08

PDM

PIEDMONT REALTY TRUST INC

New

Shares4.1M

Event2026-03-31

Filed2026-05-08

OGN

ORGANON & CO

New

Shares4.4M

Event2026-03-31

Filed2026-05-08

CNNE

CANNAE HLDGS INC

New

Shares2.3M

Event2026-03-31

Filed2026-05-08

HAMILTON INSURANCE GROUP LTD

New

Shares867.6K

Event2026-03-31

Filed2026-05-08

GLRE

GREENLIGHT CAP RE LTD

New

Shares1.5M

Event2026-03-31

Filed2026-05-08

PAG

PENSKE AUTOMOTIVE GRP INC

New

Shares171.8K

Event2026-03-31

Filed2026-05-08

DEO

DIAGEO PLC

New

Shares342.8K

Event2026-03-31

Filed2026-05-08

FPH

FIVE POINT HOLDINGS LLC

New

Shares5.3M

Event2026-03-31

Filed2026-05-08

MET

METLIFE INC

New

Shares352.6K

Event2026-03-31

Filed2026-05-08

PINNACLE FINL PARTNERS INC

New

Shares287.3K

Event2026-03-31

Filed2026-05-08

PKOH

PARK-OHIO HLDGS CORP

New

Shares1.0M

Event2026-03-31

Filed2026-05-08

BABA

ALIBABA GROUP HLDG LTD

New

Shares195.4K

Event2026-03-31

Filed2026-05-08

HSIC

SCHEIN HENRY INC

New

Shares331.2K

Event2026-03-31

Filed2026-05-08

CCK

CROWN HLDGS INC

New

Shares242.4K

Event2026-03-31

Filed2026-05-08

JBGS

JBG SMITH PPTYS

New

Shares1.6M

Event2026-03-31

Filed2026-05-08

VYX

NCR VOYIX CORPORATION

New

Shares3.8M

Event2026-03-31

Filed2026-05-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares33

Event2026-03-31

Filed2026-05-08

REALTY INCOME CORP

New

Shares384.6K

Event2026-03-31

Filed2026-05-08

QDEL

QUIDELORTHO CORP

New

Shares1.4M

Event2026-03-31

Filed2026-05-08

SUI

SUN CMNTYS INC

New

Shares180.4K

Event2026-03-31

Filed2026-05-08

ENOV

ENOVIS CORPORATION

New

Shares983.4K

Event2026-03-31

Filed2026-05-08

WPC

WP CAREY INC

New

Shares327.3K

Event2026-03-31

Filed2026-05-08

AVTR

AVANTOR INC

New

Shares2.7M

Event2026-03-31

Filed2026-05-08

TEVA

TEVA PHARMACEUTICAL INDS LTD

New

Shares710.4K

Event2026-03-31

Filed2026-05-08

RUSHB

RUSH ENTERPRISES INC

New

Shares325.1K

Event2026-03-31

Filed2026-05-08

LAMR

LAMAR ADVERTISING CO

New

Shares163.0K

Event2026-03-31

Filed2026-05-08

AMBP

ARDAGH METAL PACKAGING S A

New

Shares5.0M

Event2026-03-31

Filed2026-05-08

FOUR

SHIFT4 PMTS INC

New

Shares454.2K

Event2026-03-31

Filed2026-05-08

PEBO

PEOPLES BANCORP INC

New

Shares595.6K

Event2026-03-31

Filed2026-05-08

ELAN

ELANCO ANIMAL HEALTH INC

New

Shares818.1K

Event2026-03-31

Filed2026-05-08

XRAY

DENTSPLY SIRONA INC

New

Shares1.7M

Event2026-03-31

Filed2026-05-08

FWRD

FORWARD AIR CORP

New

Shares1.2M

Event2026-03-31

Filed2026-05-08

CHEMOURS CO

New

Shares858.1K

Event2026-03-31

Filed2026-05-08

ASC

ARDMORE SHIPPING CORP

New

Shares1.2M

Event2026-03-31

Filed2026-05-08

PAYSAFE LIMITED

New

Shares2.6M

Event2026-03-31

Filed2026-05-08

BSRR

SIERRA BANCORP

New

Shares524.2K

Event2026-03-31

Filed2026-05-08

DOUBLEVERIFY HLDGS INC

New

Shares1.8M

Event2026-03-31

Filed2026-05-08

AIOT

POWERFLEET INC

New

Shares5.5M

Event2026-03-31

Filed2026-05-08

INSW

INTERNATIONAL SEAWAYS INC

New

Shares225.3K

Event2026-03-31

Filed2026-05-08

LUCK

LUCKY STRIKE ENTERTAINMENT C

New

Shares2.0M

Event2026-03-31

Filed2026-05-08

ALLY

ALLY FINL INC

New

Shares416.4K

Event2026-03-31

Filed2026-05-08

TAP

MOLSON COORS BEVERAGE CO

New

Shares378.7K

Event2026-03-31

Filed2026-05-08

OSUR

ORASURE TECHNOLOGIES INC

New

Shares5.4M

Event2026-03-31

Filed2026-05-08

RPAY

REPAY HLDGS CORP

New

Shares6.1M

Event2026-03-31

Filed2026-05-08

STNG

SCORPIO TANKERS INC

New

Shares208.5K

Event2026-03-31

Filed2026-05-08

VSTS

VESTIS CORPORATION

New

Shares2.0M

Event2026-03-31

Filed2026-05-08

AUTONATION INC

New

Shares78.3K

Event2026-03-31

Filed2026-05-08

RUSHA

RUSH ENTERPRISES INC

New

Shares226.8K

Event2026-03-31

Filed2026-05-08

AAT

AMERICAN ASSETS TR INC

New

Shares806.6K

Event2026-03-31

Filed2026-05-08

NOBLE CORP PLC

New

Shares295.9K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

New

Shares58.8K

Event2026-03-31

Filed2026-05-08

CNC

CENTENE CORP DEL

New

Shares416.7K

Event2026-03-31

Filed2026-05-08

VNT

VONTIER CORPORATION

New

Shares384.0K

Event2026-03-31

Filed2026-05-08

MGPI

MGP INGREDIENTS INC NEW

New

Shares740.0K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

New

Shares47.2K

Event2026-03-31

Filed2026-05-08

GPK

GRAPHIC PACKAGING HLDG CO

New

Shares1.3M

Event2026-03-31

Filed2026-05-08

KELYA

KELLY SVCS INC

New

Shares1.5M

Event2026-03-31

Filed2026-05-08

PRDO

PERDOCEO ED CORP

New

Shares346.1K

Event2026-03-31

Filed2026-05-08

DRVN

DRIVEN BRANDS HLDGS INC

New

Shares1.0M

Event2026-03-31

Filed2026-05-08

COMMUNITY WEST BANCSHARES NE

New

Shares529.6K

Event2026-03-31

Filed2026-05-08

LIBERTY GLOBAL LTD

New

Shares974.6K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

New

Shares46.3K

Event2026-03-31

Filed2026-05-08

READY CAPITAL CORP

New

Shares7.2M

Event2026-03-31

Filed2026-05-08

ONB

OLD NATL BANCORP IND

New

Shares528.2K

Event2026-03-31

Filed2026-05-08

ONL

ORION PROPERTIES INC

New

Shares5.4M

Event2026-03-31

Filed2026-05-08

FHN

FIRST HORIZON CORPORATION

New

Shares503.8K

Event2026-03-31

Filed2026-05-08

MPC

MARATHON PETE CORP

New

Shares45.0K

Event2026-03-31

Filed2026-05-08

THC

TENET HEALTHCARE CORP

New

Shares57.6K

Event2026-03-31

Filed2026-05-08

BOC

BOSTON OMAHA CORP

New

Shares917.6K

Event2026-03-31

Filed2026-05-08

GEF

GREIF INC

New

Shares153.9K

Event2026-03-31

Filed2026-05-08

ALIT

ALIGHT INC

New

Shares16.8M

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares123.0K

Event2026-03-31

Filed2026-05-08

NIOCORP DEVS LTD

New

Shares2.1M

Event2026-03-31

Filed2026-05-08

SOUTHSTATE BK CORP

New

Shares100.9K

Event2026-03-31

Filed2026-05-08

BHC

BAUSCH HEALTH COS INC

New

Shares1.7M

Event2026-03-31

Filed2026-05-08

INSE

INSPIRED ENTMT INC

New

Shares1.3M

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

New

Shares53.6K

Event2026-03-31

Filed2026-05-08

VERSANT MEDIA GROUP INC

New

Shares216.6K

Event2026-03-31

Filed2026-05-08

NML

NEUBERGER ENGY INFRSTR & INC

New

Shares741.8K

Event2026-03-31

Filed2026-05-08

ENERGY TRANSFER L P

New

Shares401.3K

Event2026-03-31

Filed2026-05-08

BRIGHTVIEW HLDGS INC

New

Shares640.9K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

New

Shares22.9K

Event2026-03-31

Filed2026-05-08

AZO

AUTOZONE INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

New

Shares33.0K

Event2026-03-31

Filed2026-05-08

ASLE

AERSALE CORPORATION

New

Shares1.1M

Event2026-03-31

Filed2026-05-08

GENERAL DYNAMICS CORP

New

Shares20.4K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

New

Shares39.0K

Event2026-03-31

Filed2026-05-08

FSP

FRANKLIN STR PPTYS CORP

New

Shares10.1M

Event2026-03-31

Filed2026-05-08

TTC

TORO CO

New

Shares70.0K

Event2026-03-31

Filed2026-05-08

SMURFIT WESTROCK PLC

New

Shares159.9K

Event2026-03-31

Filed2026-05-08

BIL

SPDR SERIES TRUST

New

Shares68.8K

Event2026-03-31

Filed2026-05-08

CENCORA INC

New

Shares20.0K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

New

Shares30.2K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

New

Shares15.9K

Event2026-03-31

Filed2026-05-08

LIBERTY GLOBAL LTD

New

Shares500.8K

Event2026-03-31

Filed2026-05-08

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares151.1K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

New

Shares15.8K

Event2026-03-31

Filed2026-05-08

ONEW

ONEWATER MARINE INC

New

Shares490.6K

Event2026-03-31

Filed2026-05-08

AFL

AFLAC INC

New

Shares41.9K

Event2026-03-31

Filed2026-05-08

FLL

FULL HSE RESORTS INC

New

Shares1.8M

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

New

Shares80.8K

Event2026-03-31

Filed2026-05-08

SGOV

ISHARES TR

New

Shares38.7K

Event2026-03-31

Filed2026-05-08

GGZ

GABELLI GLOBAL SMALL & MID C

New

Shares256.6K

Event2026-03-31

Filed2026-05-08

OABI

OMNIAB INC

New

Shares2.4M

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC

New

Shares29.0K

Event2026-03-31

Filed2026-05-08

FDX

FEDEX CORP

New

Shares10.3K

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

New

Shares53.9K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

New

Shares46.7K

Event2026-03-31

Filed2026-05-08

CITIGROUP INC

New

Shares30.3K

Event2026-03-31

Filed2026-05-08

AJG

GALLAGHER ARTHUR J & CO

New

Shares15.1K

Event2026-03-31

Filed2026-05-08

AT&T INC

New

Shares110.9K

Event2026-03-31

Filed2026-05-08

OKE

ONEOK INC NEW

New

Shares33.4K

Event2026-03-31

Filed2026-05-08

TDS

TELEPHONE & DATA SYS INC

New

Shares71.1K

Event2026-03-31

Filed2026-05-08

PSX

PHILLIPS 66

New

Shares15.8K

Event2026-03-31

Filed2026-05-08

MPLX

MPLX LP

New

Shares50.0K

Event2026-03-31

Filed2026-05-08

BROOKFIELD ASSET MANAGMT LTD

New

Shares63.5K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

New

Shares13.4K

Event2026-03-31

Filed2026-05-08

FNF

FIDELITY NATL FINL INC

New

Shares60.0K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

New

Shares35.3K

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS

New

Shares20.6K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

New

Shares22.4K

Event2026-03-31

Filed2026-05-08

SHY

ISHARES TR

New

Shares30.8K

Event2026-03-31

Filed2026-05-08

TRGP

TARGA RES CORP

New

Shares10.0K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

New

Shares14.6K

Event2026-03-31

Filed2026-05-08

CFG

CITIZENS FINL GROUP INC

New

Shares40.6K

Event2026-03-31

Filed2026-05-08

BLACKSTONE INC

New

Shares20.4K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

New

Shares82.1K

Event2026-03-31

Filed2026-05-08

GIS

GENERAL MILLS INC

New

Shares60.4K

Event2026-03-31

Filed2026-05-08

RGT

ROYCE GLOBAL TRUST INC

New

Shares168.0K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

New

Shares21.2K

Event2026-03-31

Filed2026-05-08

CVS

CVS HEALTH CORP

New

Shares30.0K

Event2026-03-31

Filed2026-05-08

USB

US BANCORP

New

Shares41.1K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

New

Shares3.5K

Event2026-03-31

Filed2026-05-08

KROGER CO

New

Shares28.4K

Event2026-03-31

Filed2026-05-08

MGP INGREDIENTS INC NEW

New

Shares2.0M

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

New

Shares1.9K

Event2026-03-31

Filed2026-05-08

IWR

ISHARES TR

New

Shares18.8K

Event2026-03-31

Filed2026-05-08

WTM

WHITE MTNS INS GROUP LTD

New

Shares823

Event2026-03-31

Filed2026-05-08

ALPHABET INC

New

Shares6.2K

Event2026-03-31

Filed2026-05-08

HZO

MARINEMAX INC

New

Shares61.8K

Event2026-03-31

Filed2026-05-08

WDC

WESTERN DIGITAL CORP

New

Shares6.0K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

New

Shares5.4K

Event2026-03-31

Filed2026-05-08

COYA

COYA THERAPEUTICS INC

New

Shares369.1K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR

New

Shares10.0K

Event2026-03-31

Filed2026-05-08

MDLZ

MONDELEZ INTL INC

New

Shares22.7K

Event2026-03-31

Filed2026-05-08

SNDK

SANDISK CORP

New

Shares2.0K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares1.9K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares5.8K

Event2026-03-31

Filed2026-05-08

DOW

DOW HLDGS INC

New

Shares30.0K

Event2026-03-31

Filed2026-05-08

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares20.6K

Event2026-03-31

Filed2026-05-08

XRX

XEROX HOLDINGS CORP

New

Shares959.1K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

New

Shares8.3K

Event2026-03-31

Filed2026-05-08