Sponsored

The Analysis of Probity Advisors, Inc.'s Holdings & P&L

Currently, Probity Advisors, Inc. holds 230 types of securities in its portfolio with a total value $631.2M. In the most recent quarter, they have increased their positions in IBDX (+160.4K shares, valued at $4.1M), IBTM (+167.0K shares, valued at $3.8M), IVW (+14.8K shares, valued at $1.7M); decreased their positions in IBDT (-163.0K shares, valued at $4.1M), IBTI (-163.8K shares, valued at $3.6M), IBDS (-85.7K shares, valued at $2.1M); initiated new positions in DHR (+5.0K shares, valued at $941.2K), SGOV (+5.5K shares, valued at $556.6K), NI (+4.7K shares, valued at $220.4K).

1M P&L

+16.7M+2.60%

3M P&L

+1.2M+0.18%

HY P&L

+36.4M+5.84%

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/A474.2M

78.4%

2Drug Manufacturers - General13.0M

2.1%

3Software - Infrastructure11.2M

1.8%

Top Industries by Stock Count

1N/A64 stocks

29.8%

2Drug Manufacturers - General8 stocks

3.7%

3Software - Application8 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVE ISHARES TR297.2K shares1.54%2026-03-312026-04-28

IVW ISHARES TR501.1K shares3.04%2026-03-312026-04-28

IEFA ISHARES TR460.7K shares1.61%2026-03-312026-04-28

IJS ISHARES TR171.4K shares-1.02%2026-03-312026-04-28

IJT ISHARES TR111.9K shares1.69%2026-03-312026-04-28

SPYV SPDR SERIES TRUST280.4K shares0.82%2026-03-312026-04-28

SPDW SPDR INDEX SHS FDS325.2K shares-1.94%2026-03-312026-04-28

HYG ISHARES TR182.8K shares2.61%2026-03-312026-04-28

Sponsored

SPYG SPDR SERIES TRUST148.2K shares2.39%2026-03-312026-04-28

IEMG ISHARES INC182.0K shares0.04%2026-03-312026-04-28

IBDU ISHARES TR500.4K shares10.57%2026-03-312026-04-28

IBDV ISHARES TR519.0K shares11.39%2026-03-312026-04-28

IBDW ISHARES TR524.6K shares10.08%2026-03-312026-04-28

IBTK ISHARES TR548.8K shares12.70%2026-03-312026-04-28

IBTJ ISHARES TR485.5K shares11.01%2026-03-312026-04-28

IBTL ISHARES TR503.1K shares11.35%2026-03-312026-04-28

Sponsored

EMB ISHARES TR99.5K shares3.77%2026-03-312026-04-28

IBDX ISHARES TR304.1K shares111.65%2026-03-312026-04-28

IBTM ISHARES TR318.9K shares109.98%2026-03-312026-04-28

FLOT ISHARES TR140.9K shares3.12%2026-03-312026-04-28

MSFT MICROSOFT CORP18.2K shares-3.41%2026-03-312026-04-28

LAM RESEARCH CORP LAM RESEARCH CORP29.6K shares-8.67%2026-03-312026-04-28

IBDT ISHARES TR249.6K shares-39.51%2026-03-312026-04-28

IBTI ISHARES TR257.7K shares-38.85%2026-03-312026-04-28

Sponsored

SPEM SPDR INDEX SHS FDS117.1K shares-1.00%2026-03-312026-04-28

SLYV SPDR SERIES TRUST56.0K shares-1.51%2026-03-312026-04-28

IBDZ ISHARES TR192.4K shares34.17%2026-03-312026-04-28

IBDY ISHARES TR189.3K shares35.21%2026-03-312026-04-28

IBTO ISHARES TR197.1K shares38.59%2026-03-312026-04-28

SLYG SPDR SERIES TRUST46.3K shares1.08%2026-03-312026-04-28

IDEV ISHARES TR48.8K shares-1.21%2026-03-312026-04-28

BROADCOM INC BROADCOM INC12.6K shares-3.32%2026-03-312026-04-28

Sponsored

VBK VANGUARD INDEX FDS12.5K shares-4.52%2026-03-312026-04-28

VUG VANGUARD INDEX FDS8.6K shares-0.81%2026-03-312026-04-28

IBTP ISHARES TR146.6K shares32.67%2026-03-312026-04-28

IBDS ISHARES TR148.6K shares-36.58%2026-03-312026-04-28

IBCA ISHARES TR140.2K shares64.86%2026-03-312026-04-28

IBTQ ISHARES TR138.4K shares69.72%2026-03-312026-04-28

IBTH ISHARES TR151.6K shares-37.05%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC3.9K shares-4.25%2026-03-312026-04-28

Sponsored

EFA ISHARES TR31.7K shares-4.01%2026-03-312026-04-28

IBDR ISHARES TR125.6K shares-39.40%2026-03-312026-04-28

TXN TEXAS INSTRS INC14.7K shares-8.81%2026-03-312026-04-28

IBTG ISHARES TR124.8K shares-40.30%2026-03-312026-04-28

SCZ ISHARES TR34.9K shares3.01%2026-03-312026-04-28

AMZN AMAZON COM INC12.9K shares7.30%2026-03-312026-04-28

ABBV ABBVIE INC12.3K shares-1.79%2026-03-312026-04-28

ARISTA NETWORKS INC ARISTA NETWORKS INC21.2K shares-2.54%2026-03-312026-04-28

Sponsored

USB US BANCORP48.3K shares-1.57%2026-03-312026-04-28

LLY ELI LILLY & CO2.7K shares-3.53%2026-03-312026-04-28

VTV VANGUARD INDEX FDS12.5K shares0.89%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC20.3K shares-2.42%2026-03-312026-04-28

DGRO ISHARES TR34.5K shares-0.62%2026-03-312026-04-28

BAC BANK AMERICA CORP48.5K shares-1.32%2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP3.9K shares-5.06%2026-03-312026-04-28

MCHP MICROCHIP TECHNOLOGY INC.36.5K shares2.91%2026-03-312026-04-28

Sponsored

CSCO CISCO SYS INC30.1K shares-4.12%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON9.4K shares-4.23%2026-03-312026-04-28

ALPHABET INC ALPHABET INC8.0K shares-3.85%2026-03-312026-04-28

VBR VANGUARD INDEX FDS10.1K shares-1.55%2026-03-312026-04-28

ALPHABET INC ALPHABET INC7.4K shares-7.03%2026-03-312026-04-28

CAT CATERPILLAR INC2.9K shares-2.58%2026-03-312026-04-28

TD TORONTO DOMINION BK ONT20.9K shares-2.99%2026-03-312026-04-28

SBUX STARBUCKS CORP21.7K shares-3.68%2026-03-312026-04-28

Sponsored

NTR NUTRIEN LTD25.3K shares-3.06%2026-03-312026-04-28

AAPL APPLE INC7.4K shares-0.32%2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR60.2K shares0.00%2026-03-312026-04-28

AEP AMERICAN ELEC PWR CO INC13.6K shares-1.35%2026-03-312026-04-28

WMT WALMART INC14.3K shares-3.04%2026-03-312026-04-28

GILD GILEAD SCIENCES INC12.0K shares-3.37%2026-03-312026-04-28

DE DEERE & CO2.9K shares-0.07%2026-03-312026-04-28

XOM EXXON MOBIL CORP9.7K shares-0.58%2026-03-312026-04-28

Sponsored

PCY INVESCO EXCH TRADED FD TR II78.2K shares-5.08%2026-03-312026-04-28

BOKF BOK FINL CORP12.7K shares-1.19%2026-03-312026-04-28

BMO BANK MONTREAL MEDIUM11.5K shares-2.82%2026-03-312026-04-28

DFAC DIMENSIONAL ETF TRUST38.9K shares0.00%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS22.7K shares-0.55%2026-03-312026-04-28

PLTR PALANTIR TECHNOLOGIES INC9.7K shares3.83%2026-03-312026-04-28

UPS UNITED PARCEL SVCS INC14.2K shares2.02%2026-03-312026-04-28

TGT TARGET CORP11.5K shares2.87%2026-03-312026-04-28

Sponsored

AMD ADVANCED MICRO DEVICES INC6.8K shares-5.48%2026-03-312026-04-28

PFE PFIZER INC48.9K shares9.10%2026-03-312026-04-28

URI UNITED RENTALS INC1.9K shares7.54%2026-03-312026-04-28

GSK PLC GSK PLC24.5K shares-1.30%2026-03-312026-04-28

MCD MCDONALDS CORP3.9K shares-6.10%2026-03-312026-04-28

VB VANGUARD INDEX FDS4.6K shares0.00%2026-03-312026-04-28

GWX SPDR INDEX SHS FDS28.2K shares-3.99%2026-03-312026-04-28

CVX CHEVRON CORPORATION5.7K shares-4.21%2026-03-312026-04-28

Sponsored

COP CONOCOPHILLIPS8.9K shares4.81%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO4.0K shares-2.82%2026-03-312026-04-28

MEDTRONIC PLC MEDTRONIC PLC13.3K shares-1.22%2026-03-312026-04-28

SNY SANOFI SA23.7K shares5.13%2026-03-312026-04-28

BMY BRISTOL-MYERS SQUIBB CO18.5K shares6.52%2026-03-312026-04-28

PSX PHILLIPS 665.8K shares-5.61%2026-03-312026-04-28

META META PLATFORMS INC1.8K shares3.67%2026-03-312026-04-28

AMAT APPLIED MATLS INC3.0K shares-4.82%2026-03-312026-04-28

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares-2.73%2026-03-312026-04-28

DTE DTE ENERGY CO6.8K shares-1.17%2026-03-312026-04-28

DLR DIGITAL RLTY TR INC5.5K shares5.21%2026-03-312026-04-28

NSC NORFOLK SOUTHN CORP3.4K shares-4.68%2026-03-312026-04-28

PEP PEPSICO INC6.3K shares7.01%2026-03-312026-04-28

SJM SMUCKER J M CO10.1K shares6.75%2026-03-312026-04-28

IJR ISHARES TR7.7K shares-2.36%2026-03-312026-04-28

DHR DANAHER CORP DEL5.0K sharesnew addition2026-03-312026-04-28

Sponsored

T AT&T INC32.4K shares-1.44%2026-03-312026-04-28

MU MICRON TECHNOLOGY INC2.7K shares-10.95%2026-03-312026-04-28

VTI VANGUARD INDEX FDS2.8K shares-2.12%2026-03-312026-04-28

ADM ARCHER DANIELS MIDLAND CO12.1K shares-2.64%2026-03-312026-04-28

FTNT FORTINET INC10.6K shares37.30%2026-03-312026-04-28

EIX EDISON INTL11.8K shares3.06%2026-03-312026-04-28

SKM SK TELECOM CO LTD29.2K shares-1.73%2026-03-312026-04-28

VEU VANGUARD INTL EQUITY INDEX F11.1K shares-9.90%2026-03-312026-04-28

Sponsored

LYB LYONDELLBASELL INDUSTRIES NV10.2K shares8.01%2026-03-312026-04-28

SO SOUTHERN CO8.5K shares81.56%2026-03-312026-04-28

DOW DOW HLDGS INC19.6K shares3.59%2026-03-312026-04-28

GPC GENUINE PARTS CO7.7K shares31.67%2026-03-312026-04-28

TAK TAKEDA PHARMACEUTICAL CO LTD43.5K shares0.21%2026-03-312026-04-28

PNW PINNACLE WEST CAP CORP8.0K shares0.79%2026-03-312026-04-28

CRM SALESFORCE INC4.2K shares2.11%2026-03-312026-04-28

DIS DISNEY WALT CO7.8K shares37.57%2026-03-312026-04-28

Sponsored

NOW SERVICENOW INC6.9K shares22.73%2026-03-312026-04-28

RPM RPM INTL INC7.3K shares-1.60%2026-03-312026-04-28

SHEL SHELL PLC7.8K shares0.22%2026-03-312026-04-28

KMI KINDER MORGAN INC DEL21.4K shares-0.99%2026-03-312026-04-28

CTVA CORTEVA INC8.4K shares-4.88%2026-03-312026-04-28

PANW PALO ALTO NETWORKS INC4.4K shares52.86%2026-03-312026-04-28

PM PHILIP MORRIS INTL INC4.2K shares-3.08%2026-03-312026-04-28

ADI ANALOG DEVICES INC2.2K shares-2.12%2026-03-312026-04-28

Sponsored

REG REGENCY CTRS CORP9.1K shares-5.55%2026-03-312026-04-28

PYPL PAYPAL HLDGS INC15.1K shares-2.04%2026-03-312026-04-28

SPDR SERIES TRUST SPDR SERIES TRUST7.0K shares0.75%2026-03-312026-04-28

BLACKROCK INC BLACKROCK INC683 shares-4.61%2026-03-312026-04-28

SLQD ISHARES TR12.6K shares-0.14%2026-03-312026-04-28

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.8K shares-4.34%2026-03-312026-04-28

HD HOME DEPOT INC1.9K shares-8.77%2026-03-312026-04-28

FDX FEDEX CORP1.7K shares-2.97%2026-03-312026-04-28

Sponsored

ADBE ADOBE INC2.5K shares5.89%2026-03-312026-04-28

UBER UBER TECHNOLOGIES INC8.3K shares3.19%2026-03-312026-04-28

PII POLARIS INC10.9K shares5.78%2026-03-312026-04-28

TSN TYSON FOODS INC9.3K shares13.27%2026-03-312026-04-28

CAG CONAGRA BRANDS INC37.4K shares34.06%2026-03-312026-04-28

NKE NIKE INC11.0K shares-18.14%2026-03-312026-04-28

SGOV ISHARES TR5.5K sharesnew addition2026-03-312026-04-28

ORCL ORACLE CORP3.8K shares0.67%2026-03-312026-04-28

Sponsored

GIS GENERAL MILLS INC14.8K shares17.09%2026-03-312026-04-28

ASML ASML HLDG NV414 shares-7.17%2026-03-312026-04-28

FLEX FLEXTRONICS INTL LTD8.2K shares-8.16%2026-03-312026-04-28

UNP UNION PAC CORP2.2K shares-0.63%2026-03-312026-04-28

SMP STANDARD MTR PRODS INC15.5K shares5.65%2026-03-312026-04-28

BCE BCE INC21.1K shares-0.13%2026-03-312026-04-28

DDOG DATADOG INC4.4K shares54.46%2026-03-312026-04-28

BF.B BROWN FORMAN CORP19.5K shares23.91%2026-03-312026-04-28

Sponsored

CLX CLOROX CO DEL5.0K shares35.61%2026-03-312026-04-28

EQR EQUITY RESIDENTIAL8.6K shares3.23%2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares0.00%2026-03-312026-04-28

KHC KRAFT HEINZ CO22.4K shares-0.14%2026-03-312026-04-28

ELAN ELANCO ANIMAL HEALTH INC20.8K shares-1.57%2026-03-312026-04-28

PG PROCTER & GAMBLE CO3.4K shares-8.04%2026-03-312026-04-28

DFAX DIMENSIONAL ETF TRUST14.5K shares0.00%2026-03-312026-04-28

DG DOLLAR GEN CORP4.1K shares-4.69%2026-03-312026-04-28

Sponsored

HAS HASBRO INC5.2K shares-0.42%2026-03-312026-04-28

QSR RESTAURANT BRANDS INTL INC6.6K shares0.35%2026-03-312026-04-28

VWO VANGUARD INTL EQUITY INDEX F8.9K shares-0.72%2026-03-312026-04-28

CROWN CASTLE INC CROWN CASTLE INC5.9K shares9.76%2026-03-312026-04-28

TWLO TWILIO INC3.8K shares-1.69%2026-03-312026-04-28

HSY HERSHEY CO2.2K shares6.09%2026-03-312026-04-28

MRNA MODERNA INC9.1K shares-5.53%2026-03-312026-04-28

PEG PUBLIC SVC ENTERPRISE GROUP5.5K shares-2.44%2026-03-312026-04-28

Sponsored

V VISA INC1.4K shares-0.35%2026-03-312026-04-28

IWF ISHARES TR1.0K shares0.00%2026-03-312026-04-28

VLO VALERO ENERGY CORP1.7K shares-8.29%2026-03-312026-04-28

FROG JFROG LTD8.8K shares1.17%2026-03-312026-04-28

KLAC KLA CORP278 shares-0.71%2026-03-312026-04-28

BKNG BOOKING HOLDINGS INC97 shares-19.17%2026-03-312026-04-28

AMT AMERICAN TOWER CORP2.3K shares-0.64%2026-03-312026-04-28

CFR CULLEN FROST BANKERS INC2.9K shares-3.74%2026-03-312026-04-28

Sponsored

SNA SNAP ON INC1.1K shares-10.33%2026-03-312026-04-28

BXP BXP INC7.5K shares-2.30%2026-03-312026-04-28

SLG SL GREEN RLTY CORP10.5K shares4.80%2026-03-312026-04-28

AVB AVALONBAY CMNTYS INC2.4K shares0.00%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC7.5K shares-3.45%2026-03-312026-04-28

SPGI S&P GLOBAL INC864 shares44.24%2026-03-312026-04-28

ALB ALBEMARLE CORP2.0K shares-0.49%2026-03-312026-04-28

SHV ISHARES TR3.3K shares-2.22%2026-03-312026-04-28

Sponsored

CGNX COGNEX CORP7.4K shares1.81%2026-03-312026-04-28

MMM 3M CO2.5K shares-0.04%2026-03-312026-04-28

SUB ISHARES TR3.3K shares-0.54%2026-03-312026-04-28

IGRO ISHARES TR4.2K shares0.00%2026-03-312026-04-28

DOC HEALTHPEAK PROPERTIES INC20.8K shares-0.18%2026-03-312026-04-28

EATON CORP PLC EATON CORP PLC952 shares-0.83%2026-03-312026-04-28

EVRG EVERGY INC4.1K shares-1.13%2026-03-312026-04-28

BBY BEST BUY INC5.2K shares0.64%2026-03-312026-04-28

Sponsored

ZTS ZOETIS INC2.8K shares12.03%2026-03-312026-04-28

IJK ISHARES TR3.3K shares0.00%2026-03-312026-04-28

LHX L3HARRIS TECHNOLOGIES INC937 shares-9.73%2026-03-312026-04-28

EPD ENTERPRISE PRODS PARTNERS L8.3K shares-0.56%2026-03-312026-04-28

ADSK AUTODESK INC1.3K shares-3.98%2026-03-312026-04-28

ET ENERGY TRANSFER L P16.1K shares-4.13%2026-03-312026-04-28

GEHC GE HEALTHCARE TECHNOLOGIES I4.3K shares11.82%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T468 shares-18.89%2026-03-312026-04-28

Sponsored

ILMN ILLUMINA INC2.5K shares7.35%2026-03-312026-04-28

ABT ABBOTT LABORATORIES3.0K shares-0.30%2026-03-312026-04-28

GMED GLOBUS MED INC3.5K shares-0.43%2026-03-312026-04-28

WEN WENDYS CO43.0K shares14.00%2026-03-312026-04-28

TYL TYLER TECHNOLOGIES INC859 shares-15.87%2026-03-312026-04-28

BNTX BIONTECH SE3.2K shares12.85%2026-03-312026-04-28

SOFI SOFI TECHNOLOGIES INC17.9K shares-1.26%2026-03-312026-04-28

EW EDWARDS LIFESCIENCES CORP3.5K shares10.81%2026-03-312026-04-28

Sponsored

UNILEVER PLC UNILEVER PLC4.9K shares-4.93%2026-03-312026-04-28

CTSH COGNIZANT TECHNOLOGY SOLUTIO4.5K shares-19.18%2026-03-312026-04-28

BWA BORGWARNER INC5.0K shares-3.56%2026-03-312026-04-28

IVV ISHARES TR408 shares4.08%2026-03-312026-04-28

MDLZ MONDELEZ INTL INC4.6K shares-2.01%2026-03-312026-04-28

S SENTINELONE INC20.0K shares18.25%2026-03-312026-04-28

EBAY EBAY INC.2.8K shares-1.36%2026-03-312026-04-28

ZBH ZIMMER BIOMET HOLDINGS INC2.7K shares-8.81%2026-03-312026-04-28

Sponsored

TMO THERMO FISHER SCIENTIFIC INC499 shares-1.77%2026-03-312026-04-28

NOC NORTHROP GRUMMAN CORP355 shares-12.78%2026-03-312026-04-28

RTX RTX CORPORATION1.2K shares-9.39%2026-03-312026-04-28

KO COCA COLA CO3.0K shares-2.06%2026-03-312026-04-28

NI NISOURCE INC4.7K sharesnew addition2026-03-312026-04-28

AWK AMERICAN WTR WKS CO INC NEW1.6K sharesnew addition2026-03-312026-04-28

ECL ECOLAB INC800 shares0.00%2026-03-312026-04-28

D DOMINION ENERGY INC3.4K sharesnew addition2026-03-312026-04-28

Sponsored

COST COSTCO WHOLESALE CORPORATION209 sharesnew addition2026-03-312026-04-28

PINS PINTEREST INC11.3K shares2.26%2026-03-312026-04-28

BIIB BIOGEN INC1.1K sharesnew addition2026-03-312026-04-28

AI C3 AI INC19.3K shares18.67%2026-03-312026-04-28

PHR PHREESIA INC17.2K shares54.46%2026-03-312026-04-28

HCAT HEALTH CATALYST INC11.7K shares-50.16%2026-03-312026-04-28

IVE

ISHARES TR

1.54%

Shares297.2K

Event2026-03-31

Filed2026-04-28

IVW

ISHARES TR

3.04%

Shares501.1K

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES TR

1.61%

Shares460.7K

Event2026-03-31

Filed2026-04-28

IJS

ISHARES TR

-1.02%

Shares171.4K

Event2026-03-31

Filed2026-04-28

IJT

ISHARES TR

1.69%

Shares111.9K

Event2026-03-31

Filed2026-04-28

SPYV

SPDR SERIES TRUST

0.82%

Shares280.4K

Event2026-03-31

Filed2026-04-28

SPDW

SPDR INDEX SHS FDS

-1.94%

Shares325.2K

Event2026-03-31

Filed2026-04-28

HYG

ISHARES TR

2.61%

Shares182.8K

Event2026-03-31

Filed2026-04-28

SPYG

SPDR SERIES TRUST

2.39%

Shares148.2K

Event2026-03-31

Filed2026-04-28

IEMG

ISHARES INC

0.04%

Shares182.0K

Event2026-03-31

Filed2026-04-28

IBDU

ISHARES TR

10.57%

Shares500.4K

Event2026-03-31

Filed2026-04-28

IBDV

ISHARES TR

11.39%

Shares519.0K

Event2026-03-31

Filed2026-04-28

IBDW

ISHARES TR

10.08%

Shares524.6K

Event2026-03-31

Filed2026-04-28

IBTK

ISHARES TR

12.70%

Shares548.8K

Event2026-03-31

Filed2026-04-28

IBTJ

ISHARES TR

11.01%

Shares485.5K

Event2026-03-31

Filed2026-04-28

IBTL

ISHARES TR

11.35%

Shares503.1K

Event2026-03-31

Filed2026-04-28

EMB

ISHARES TR

3.77%

Shares99.5K

Event2026-03-31

Filed2026-04-28

IBDX

ISHARES TR

111.65%

Shares304.1K

Event2026-03-31

Filed2026-04-28

IBTM

ISHARES TR

109.98%

Shares318.9K

Event2026-03-31

Filed2026-04-28

FLOT

ISHARES TR

3.12%

Shares140.9K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

-3.41%

Shares18.2K

Event2026-03-31

Filed2026-04-28

LAM RESEARCH CORP

-8.67%

Shares29.6K

Event2026-03-31

Filed2026-04-28

IBDT

ISHARES TR

-39.51%

Shares249.6K

Event2026-03-31

Filed2026-04-28

IBTI

ISHARES TR

-38.85%

Shares257.7K

Event2026-03-31

Filed2026-04-28

SPEM

SPDR INDEX SHS FDS

-1.00%

Shares117.1K

Event2026-03-31

Filed2026-04-28

SLYV

SPDR SERIES TRUST

-1.51%

Shares56.0K

Event2026-03-31

Filed2026-04-28

IBDZ

ISHARES TR

34.17%

Shares192.4K

Event2026-03-31

Filed2026-04-28

IBDY

ISHARES TR

35.21%

Shares189.3K

Event2026-03-31

Filed2026-04-28

IBTO

ISHARES TR

38.59%

Shares197.1K

Event2026-03-31

Filed2026-04-28

SLYG

SPDR SERIES TRUST

1.08%

Shares46.3K

Event2026-03-31

Filed2026-04-28

IDEV

ISHARES TR

-1.21%

Shares48.8K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

-3.32%

Shares12.6K

Event2026-03-31

Filed2026-04-28

VBK

VANGUARD INDEX FDS

-4.52%

Shares12.5K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

-0.81%

Shares8.6K

Event2026-03-31

Filed2026-04-28

IBTP

ISHARES TR

32.67%

Shares146.6K

Event2026-03-31

Filed2026-04-28

IBDS

ISHARES TR

-36.58%

Shares148.6K

Event2026-03-31

Filed2026-04-28

IBCA

ISHARES TR

64.86%

Shares140.2K

Event2026-03-31

Filed2026-04-28

IBTQ

ISHARES TR

69.72%

Shares138.4K

Event2026-03-31

Filed2026-04-28

IBTH

ISHARES TR

-37.05%

Shares151.6K

Event2026-03-31

Filed2026-04-28

GOLDMAN SACHS GROUP INC

-4.25%

Shares3.9K

Event2026-03-31

Filed2026-04-28

EFA

ISHARES TR

-4.01%

Shares31.7K

Event2026-03-31

Filed2026-04-28

IBDR

ISHARES TR

-39.40%

Shares125.6K

Event2026-03-31

Filed2026-04-28

TXN

TEXAS INSTRS INC

-8.81%

Shares14.7K

Event2026-03-31

Filed2026-04-28

IBTG

ISHARES TR

-40.30%

Shares124.8K

Event2026-03-31

Filed2026-04-28

SCZ

ISHARES TR

3.01%

Shares34.9K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

7.30%

Shares12.9K

Event2026-03-31

Filed2026-04-28

ABBV

ABBVIE INC

-1.79%

Shares12.3K

Event2026-03-31

Filed2026-04-28

ARISTA NETWORKS INC

-2.54%

Shares21.2K

Event2026-03-31

Filed2026-04-28

USB

US BANCORP

-1.57%

Shares48.3K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

-3.53%

Shares2.7K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

0.89%

Shares12.5K

Event2026-03-31

Filed2026-04-28

MERCK & CO INC

-2.42%

Shares20.3K

Event2026-03-31

Filed2026-04-28

DGRO

ISHARES TR

-0.62%

Shares34.5K

Event2026-03-31

Filed2026-04-28

BAC

BANK AMERICA CORP

-1.32%

Shares48.5K

Event2026-03-31

Filed2026-04-28

LMT

LOCKHEED MARTIN CORP

-5.06%

Shares3.9K

Event2026-03-31

Filed2026-04-28

MCHP

MICROCHIP TECHNOLOGY INC.

2.91%

Shares36.5K

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC

-4.12%

Shares30.1K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

-4.23%

Shares9.4K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-3.85%

Shares8.0K

Event2026-03-31

Filed2026-04-28

VBR

VANGUARD INDEX FDS

-1.55%

Shares10.1K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-7.03%

Shares7.4K

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC

-2.58%

Shares2.9K

Event2026-03-31

Filed2026-04-28

TORONTO DOMINION BK ONT

-2.99%

Shares20.9K

Event2026-03-31

Filed2026-04-28

SBUX

STARBUCKS CORP

-3.68%

Shares21.7K

Event2026-03-31

Filed2026-04-28

NTR

NUTRIEN LTD

-3.06%

Shares25.3K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-0.32%

Shares7.4K

Event2026-03-31

Filed2026-04-28

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares60.2K

Event2026-03-31

Filed2026-04-28

AEP

AMERICAN ELEC PWR CO INC

-1.35%

Shares13.6K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

-3.04%

Shares14.3K

Event2026-03-31

Filed2026-04-28

GILD

GILEAD SCIENCES INC

-3.37%

Shares12.0K

Event2026-03-31

Filed2026-04-28

DEERE & CO

-0.07%

Shares2.9K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

-0.58%

Shares9.7K

Event2026-03-31

Filed2026-04-28

PCY

INVESCO EXCH TRADED FD TR II

-5.08%

Shares78.2K

Event2026-03-31

Filed2026-04-28

BOKF

BOK FINL CORP

-1.19%

Shares12.7K

Event2026-03-31

Filed2026-04-28

BMO

BANK MONTREAL MEDIUM

-2.82%

Shares11.5K

Event2026-03-31

Filed2026-04-28

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares38.9K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

-0.55%

Shares22.7K

Event2026-03-31

Filed2026-04-28

PLTR

PALANTIR TECHNOLOGIES INC

3.83%

Shares9.7K

Event2026-03-31

Filed2026-04-28

UPS

UNITED PARCEL SVCS INC

2.02%

Shares14.2K

Event2026-03-31

Filed2026-04-28

TGT

TARGET CORP

2.87%

Shares11.5K

Event2026-03-31

Filed2026-04-28

AMD

ADVANCED MICRO DEVICES INC

-5.48%

Shares6.8K

Event2026-03-31

Filed2026-04-28

PFE

PFIZER INC

9.10%

Shares48.9K

Event2026-03-31

Filed2026-04-28

URI

UNITED RENTALS INC

7.54%

Shares1.9K

Event2026-03-31

Filed2026-04-28

GSK PLC

-1.30%

Shares24.5K

Event2026-03-31

Filed2026-04-28

MCD

MCDONALDS CORP

-6.10%

Shares3.9K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-28

GWX

SPDR INDEX SHS FDS

-3.99%

Shares28.2K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION

-4.21%

Shares5.7K

Event2026-03-31

Filed2026-04-28

COP

CONOCOPHILLIPS

4.81%

Shares8.9K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

-2.82%

Shares4.0K

Event2026-03-31

Filed2026-04-28

MEDTRONIC PLC

-1.22%

Shares13.3K

Event2026-03-31

Filed2026-04-28

SNY

SANOFI SA

5.13%

Shares23.7K

Event2026-03-31

Filed2026-04-28

BMY

BRISTOL-MYERS SQUIBB CO

6.52%

Shares18.5K

Event2026-03-31

Filed2026-04-28

PSX

PHILLIPS 66

-5.61%

Shares5.8K

Event2026-03-31

Filed2026-04-28