Sponsored

The Analysis of RATIONAL ADVISORS, INC.'s Holdings & P&L

Currently, RATIONAL ADVISORS, INC. holds 179 types of securities in its portfolio with a total value $979.9M. In the most recent quarter, they have increased their positions in SCHZ (+3.1M shares, valued at $71.4M), NTSX (+650.5K shares, valued at $34.8M), VCIT (+235.8K shares, valued at $19.5M); decreased their positions in IVV (-15.0K shares, valued at $9.8M), MLPX (-110.3K shares, valued at $8.2M), SCHH (-257.8K shares, valued at $5.5M); initiated new positions in SCHZ (+3.1M shares, valued at $71.4M), VCIT (+235.8K shares, valued at $19.5M), N/A (+7.9M shares, valued at $9.8M).

1M P&L

+17.8M+2.17%

3M P&L

+21.9M+2.70%

HY P&L

+48.8M+6.20%

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/A742.1M

87.8%

2Semiconductors15.9M

1.9%

3Discount Stores10.9M

1.3%

Top Industries by Stock Count

1N/A35 stocks

23.5%

2Software - Application11 stocks

7.4%

3Software - Infrastructure8 stocks

5.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHZ SCHWAB STRATEGIC TR3.1M sharesnew addition2026-03-312026-05-07

AGG ISHARES TR718.6K shares-0.07%2026-03-312026-05-07

BND VANGUARD BD INDEX FDS968.6K shares-0.21%2026-03-312026-05-07

NTSX WISDOMTREE TR1.3M shares100.68%2026-03-312026-05-07

MLPX GLOBAL X FDS673.2K shares-14.08%2026-03-312026-05-07

QQQM INVESCO EXCH TRADED FD TR II187.5K shares3.43%2026-03-312026-05-07

XLU SELECT SECTOR SPDR TR923.2K shares-4.60%2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS176.1K shares-1.25%2026-03-312026-05-07

Sponsored

IVV ISHARES TR52.8K shares-22.12%2026-03-312026-05-07

JEPI J P MORGAN EXCHANGE TRADED F534.0K shares11.38%2026-03-312026-05-07

SCHH SCHWAB STRATEGIC TR1.2M shares-17.46%2026-03-312026-05-07

PFFD GLOBAL X FDS1.2M shares19.08%2026-03-312026-05-07

IEFA ISHARES TR236.2K shares33.20%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS34.9K shares4.60%2026-03-312026-05-07

VCIT VANGUARD SCOTTSDALE FDS235.8K sharesnew addition2026-03-312026-05-07

WFC-PL WELLS FARGO & CO16.4K shares100.00%2026-03-312026-05-07

Sponsored

DFCF DIMENSIONAL ETF TRUST369.3K shares-0.55%2026-03-312026-05-07

SPYM SPDR SERIES TRUST193.2K shares0.11%2026-03-312026-05-07

BAB INVESCO EXCH TRADED FD TR II431.8K shares201.39%2026-03-312026-05-07

NEE-PT NEXTERA ENERGY INC201.0K shares5.35%2026-03-312026-05-07

PPL CAP FDG INC PPL CAP FDG INC8.9M shares24.06%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T15.9K shares47.57%2026-03-312026-05-07

GLOBAL PMTS INC GLOBAL PMTS INC11.4M shares6.86%2026-03-312026-05-07

WEC ENERGY GROUP INC WEC ENERGY GROUP INC7.9M sharesnew addition2026-03-312026-05-07

Sponsored

UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC8.2M shares34.16%2026-03-312026-05-07

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP10.0M shares0.00%2026-03-312026-05-07

BAC-PL BANK AMERICA CORP8.0K shares0.00%2026-03-312026-05-07

ETSY INC ETSY INC10.4M shares29.73%2026-03-312026-05-07

MERITAGE HOMES CORP MERITAGE HOMES CORP9.1M shares20.68%2026-03-312026-05-07

WELL WELLTOWER INC44.4K shares111.43%2026-03-312026-05-07

WMT WALMART INC68.9K shares88.72%2026-03-312026-05-07

SCYB SCHWAB STRATEGIC TR301.1K sharesnew addition2026-03-312026-05-07

Sponsored

BA-PA BOEING CO97.3K sharesnew addition2026-03-312026-05-07

HPE-PC HEWLETT PACKARD ENTERPRISE C89.8K shares0.45%2026-03-312026-05-07

NVDA NVIDIA CORPORATION30.4K shares91.77%2026-03-312026-05-07

AAPL APPLE INC20.6K shares5.58%2026-03-312026-05-07

DRAFTKINGS INC NEW DRAFTKINGS INC NEW5.8M shares0.00%2026-03-312026-05-07

ALPHABET INC ALPHABET INC17.0K shares-27.82%2026-03-312026-05-07

AMZN AMAZON COM INC23.5K shares-5.29%2026-03-312026-05-07

TSM TAIWAN SEMICONDUCTOR MANUFAC13.0K shares83.97%2026-03-312026-05-07

Sponsored

MSFT MICROSOFT CORP11.1K shares-8.79%2026-03-312026-05-07

MCHPP MICROCHIP TECHNOLOGY INC.68.0K shares-24.11%2026-03-312026-05-07

ITT INC ITT INC20.3K shares1.50%2026-03-312026-05-07

VMBS VANGUARD SCOTTSDALE FDS82.4K sharesnew addition2026-03-312026-05-07

DATADOG INC DATADOG INC3.9M shares80.47%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.6K shares35.01%2026-03-312026-05-07

SOUTHERN CO SOUTHERN CO2.8M sharesnew addition2026-03-312026-05-07

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC3.0M shares21.72%2026-03-312026-05-07

Sponsored

SHIFT4 PMTS INC SHIFT4 PMTS INC3.2M shares-25.43%2026-03-312026-05-07

NFLX NETFLIX INC.30.3K shares0.33%2026-03-312026-05-07

MEDTRONIC PLC MEDTRONIC PLC33.2K shares9.21%2026-03-312026-05-07

GE AEROSPACE GE AEROSPACE10.1K shares214.78%2026-03-312026-05-07

KKR-PD KKR & CO INC69.8K shares-53.59%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION2.8K shares-20.36%2026-03-312026-05-07

MELI MERCADOLIBRE INC1.5K shares0.00%2026-03-312026-05-07

LNG CHENIERE ENERGY INC9.1K sharesnew addition2026-03-312026-05-07

Sponsored

ARES-PB ARES MANAGEMENT CORPORATION71.3K shares-54.87%2026-03-312026-05-07

UBER UBER TECHNOLOGIES INC35.7K shares3.78%2026-03-312026-05-07

SPOT SPOTIFY TECHNOLOGY S A5.3K shares-0.09%2026-03-312026-05-07

BROADCOM INC BROADCOM INC8.0K shares49.80%2026-03-312026-05-07

PLTR PALANTIR TECHNOLOGIES INC16.9K shares100.81%2026-03-312026-05-07

MCD MCDONALDS CORP7.4K shares28.84%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO7.8K shares43.19%2026-03-312026-05-07

ALPHABET INC ALPHABET INC7.9K shares2.15%2026-03-312026-05-07

Sponsored

BABA ALIBABA GROUP HLDG LTD17.3K shares498.27%2026-03-312026-05-07

WMB WILLIAMS COS INC32.5K shares96.10%2026-03-312026-05-07

GUARDANT HEALTH INC GUARDANT HEALTH INC2.0M sharesnew addition2026-03-312026-05-07

XOM EXXON MOBIL CORP12.0K shares-18.50%2026-03-312026-05-07

NOW SERVICENOW INC19.0K shares-26.32%2026-03-312026-05-07

IEF ISHARES TR19.8K shares695.07%2026-03-312026-05-07

SHLD GLOBAL X FDS22.0K sharesnew addition2026-03-312026-05-07

LLY ELI LILLY & CO1.6K shares-46.43%2026-03-312026-05-07

Sponsored

TSLA TESLA INC3.9K shares-9.82%2026-03-312026-05-07

POWR ISHARES INC53.2K sharesnew addition2026-03-312026-05-07

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC12.5K shares-30.96%2026-03-312026-05-07

APP APPLOVIN CORP3.4K shares2972.97%2026-03-312026-05-07

ABBV ABBVIE INC5.9K shares20.27%2026-03-312026-05-07

CAT CATERPILLAR INC1.8K shares-4.73%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC6.2K shares141.89%2026-03-312026-05-07

DE DEERE & CO2.1K shares23.37%2026-03-312026-05-07

Sponsored

NVS NOVARTIS AG7.6K shares5.68%2026-03-312026-05-07

ITA ISHARES TR5.3K shares47.42%2026-03-312026-05-07

BLACKSTONE INC BLACKSTONE INC9.7K shares-33.99%2026-03-312026-05-07

NU NU HLDGS LTD77.0K sharesnew addition2026-03-312026-05-07

DOV DOVER CORP5.3K sharesnew addition2026-03-312026-05-07

HEI HEICO CORP NEW4.0K sharesnew addition2026-03-312026-05-07

WFC WELLS FARGO & CO12.5K shares136.97%2026-03-312026-05-07

GLW CORNING INC7.7K shares208.22%2026-03-312026-05-07

Sponsored

ATI ATI INC6.9K shares-79.34%2026-03-312026-05-07

WRBY WARBY PARKER INC43.5K shares0.00%2026-03-312026-05-07

MU MICRON TECHNOLOGY INC2.8K sharesnew addition2026-03-312026-05-07

META META PLATFORMS INC1.6K shares-74.66%2026-03-312026-05-07

WLDR TWO RDS SHARED TR23.5K sharesnew addition2026-03-312026-05-07

HSBC HSBC HLDGS PLC10.5K shares7.49%2026-03-312026-05-07

PANW PALO ALTO NETWORKS INC5.0K shares13.13%2026-03-312026-05-07

SHY ISHARES TR9.2K shares1243.46%2026-03-312026-05-07

Sponsored

VRT VERTIV HOLDINGS CO3.0K sharesnew addition2026-03-312026-05-07

ARISTA NETWORKS INC ARISTA NETWORKS INC5.7K sharesnew addition2026-03-312026-05-07

COPX GLOBAL X FDS7.6K sharesnew addition2026-03-312026-05-07

GS GOLDMAN SACHS GROUP INC681 shares20.96%2026-03-312026-05-07

SHOP SHOPIFY INC4.0K sharesnew addition2026-03-312026-05-07

CRWD CROWDSTRIKE HLDGS INC1.2K sharesnew addition2026-03-312026-05-07

V VISA INC1.3K shares100.00%2026-03-312026-05-07

VST VISTRA CORP2.4K shares0.00%2026-03-312026-05-07

Sponsored

ASML ASML HLDG NV128 shares0.00%2026-03-312026-05-07

MA MASTERCARD INCORPORATED295 shares0.00%2026-03-312026-05-07

ORCL ORACLE CORP941 shares0.00%2026-03-312026-05-07

HD HOME DEPOT INC324 shares0.00%2026-03-312026-05-07

CSCO CISCO SYS INC1.3K shares-89.18%2026-03-312026-05-07

AMAT APPLIED MATLS INC259 shares0.00%2026-03-312026-05-07

LAM RESEARCH CORP LAM RESEARCH CORP412 shares0.00%2026-03-312026-05-07

UNH UNITEDHEALTH GROUP INC295 shares-87.15%2026-03-312026-05-07

Sponsored

LINDE PLC LINDE PLC155 shares0.00%2026-03-312026-05-07

TMUS T-MOBILE US INC365 shares0.00%2026-03-312026-05-07

AXP AMERICAN EXPRESS CO224 shares-96.39%2026-03-312026-05-07

KLAC KLA CORP43 shares0.00%2026-03-312026-05-07

TXN TEXAS INSTRS INC318 shares0.00%2026-03-312026-05-07

AMGN AMGEN INC175 shares0.00%2026-03-312026-05-07

WM WASTE MGMT INC DEL266 shares100.00%2026-03-312026-05-07

ABT ABBOTT LABORATORIES570 shares0.00%2026-03-312026-05-07

Sponsored

CRM SALESFORCE INC306 shares-93.86%2026-03-312026-05-07

ISRG INTUITIVE SURGICAL INC117 shares-92.97%2026-03-312026-05-07

BLACKROCK INC BLACKROCK INC53 shares0.00%2026-03-312026-05-07

LMT LOCKHEED MARTIN CORP76 shares0.00%2026-03-312026-05-07

QCOM QUALCOMM INC351 shares0.00%2026-03-312026-05-07

LOW LOWES COS INC182 shares0.00%2026-03-312026-05-07

SPGI S&P GLOBAL INC100 shares0.00%2026-03-312026-05-07

SYK STRYKER CORPORATION125 shares0.00%2026-03-312026-05-07

Sponsored

INTU INTUIT91 shares-97.99%2026-03-312026-05-07

VRTX VERTEX PHARMACEUTICALS INC84 shares0.00%2026-03-312026-05-07

PH PARKER-HANNIFIN CORP41 shares0.00%2026-03-312026-05-07

ZTS ZOETIS INC300 shares100.00%2026-03-312026-05-07

CME CME GROUP INC121 shares0.00%2026-03-312026-05-07

HCA HCA HEALTHCARE INC75 shares0.00%2026-03-312026-05-07

ADBE ADOBE INC134 shares0.00%2026-03-312026-05-07

NOC NORTHROP GRUMMAN CORP46 shares0.00%2026-03-312026-05-07

Sponsored

EQIX EQUINIX INC32 shares0.00%2026-03-312026-05-07

BSX BOSTON SCIENTIFIC CORP495 shares0.00%2026-03-312026-05-07

ICE INTERCONTINENTAL EXCHANGE IN186 shares0.00%2026-03-312026-05-07

ADP AUTOMATIC DATA PROCESSING IN132 shares0.00%2026-03-312026-05-07

SHW SHERWIN WILLIAMS CO81 shares0.00%2026-03-312026-05-07

CSX CSX CORP625 shares0.00%2026-03-312026-05-07

MCO MOODYS CORP58 shares0.00%2026-03-312026-05-07

CDNS CADENCE DESIGN SYSTEM INC90 shares-95.13%2026-03-312026-05-07

Sponsored

VMC VULCAN MATLS CO88 shares100.00%2026-03-312026-05-07

AON PLC AON PLC72 shares0.00%2026-03-312026-05-07

SNPS SYNOPSYS INC58 shares0.00%2026-03-312026-05-07

THE CIGNA GROUP THE CIGNA GROUP86 shares0.00%2026-03-312026-05-07

CTAS CINTAS CORP133 shares0.00%2026-03-312026-05-07

RSG REPUBLIC SVCS INC98 shares0.00%2026-03-312026-05-07

CENCORA INC CENCORA INC66 shares0.00%2026-03-312026-05-07

FTNT FORTINET INC252 shares0.00%2026-03-312026-05-07

Sponsored

TDG TRANSDIGM GROUP INC17 shares-99.42%2026-03-312026-05-07

ADSK AUTODESK INC69 shares0.00%2026-03-312026-05-07

NDAQ NASDAQ INC192 shares0.00%2026-03-312026-05-07

IDXX IDEXX LABS INC28 shares0.00%2026-03-312026-05-07

MSCI MSCI INC27 shares0.00%2026-03-312026-05-07

DHI D R HORTON INC96 shares0.00%2026-03-312026-05-07

WST WEST PHARMACEUTICAL SVSC INC50 shares100.00%2026-03-312026-05-07

ODFL OLD DOMINION FREIGHT LINE IN66 shares0.00%2026-03-312026-05-07

Sponsored

LYV LIVE NATION ENTERTAINMENT IN80 shares0.00%2026-03-312026-05-07

ARES ARES MANAGEMENT CORPORATION110 shares0.00%2026-03-312026-05-07

FI FISERV INC198 shares0.00%2026-03-312026-05-07

AXON AXON ENTERPRISE INC26 shares0.00%2026-03-312026-05-07

CPRT COPART INC323 shares0.00%2026-03-312026-05-07

A AGILENT TECHNOLOGIES INC90 shares0.00%2026-03-312026-05-07

CBOE CBOE GLOBAL MKTS INC35 shares0.00%2026-03-312026-05-07

IQV IQVIA HLDGS INC54 shares0.00%2026-03-312026-05-07

Sponsored

ROL ROLLINS INC168 shares0.00%2026-03-312026-05-07

VRSN VERISIGN INC32 shares0.00%2026-03-312026-05-07

FICO FAIR ISAAC CORP7 shares0.00%2026-03-312026-05-07

EFX EQUIFAX INC41 shares0.00%2026-03-312026-05-07

LEN LENNAR CORP84 shares0.00%2026-03-312026-05-07

BR BROADRIDGE FINL SOLUTIONS IN39 shares0.00%2026-03-312026-05-07

CSGP COSTAR GROUP INC139 shares0.00%2026-03-312026-05-07

JKHY HENRY JACK & ASSOC INC25 shares0.00%2026-03-312026-05-07

Sponsored

AOS SMITH A O CORP37 shares0.00%2026-03-312026-05-07

POOL POOL CORP10 shares0.00%2026-03-312026-05-07

LNTH LANTHEUS HLDGS INC25 shares0.00%2026-03-312026-05-07

SCHZ

SCHWAB STRATEGIC TR

New

Shares3.1M

Event2026-03-31

Filed2026-05-07

AGG

ISHARES TR

-0.07%

Shares718.6K

Event2026-03-31

Filed2026-05-07

BND

VANGUARD BD INDEX FDS

-0.21%

Shares968.6K

Event2026-03-31

Filed2026-05-07

NTSX

WISDOMTREE TR

100.68%

Shares1.3M

Event2026-03-31

Filed2026-05-07

MLPX

GLOBAL X FDS

-14.08%

Shares673.2K

Event2026-03-31

Filed2026-05-07

QQQM

INVESCO EXCH TRADED FD TR II

3.43%

Shares187.5K

Event2026-03-31

Filed2026-05-07

XLU

SELECT SECTOR SPDR TR

-4.60%

Shares923.2K

Event2026-03-31

Filed2026-05-07

VIG

VANGUARD SPECIALIZED FUNDS

-1.25%

Shares176.1K

Event2026-03-31

Filed2026-05-07

IVV

ISHARES TR

-22.12%

Shares52.8K

Event2026-03-31

Filed2026-05-07

JEPI

J P MORGAN EXCHANGE TRADED F

11.38%

Shares534.0K

Event2026-03-31

Filed2026-05-07

SCHH

SCHWAB STRATEGIC TR

-17.46%

Shares1.2M

Event2026-03-31

Filed2026-05-07

PFFD

GLOBAL X FDS

19.08%

Shares1.2M

Event2026-03-31

Filed2026-05-07

IEFA

ISHARES TR

33.20%

Shares236.2K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

4.60%

Shares34.9K

Event2026-03-31

Filed2026-05-07

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares235.8K

Event2026-03-31

Filed2026-05-07

WFC-PL

WELLS FARGO & CO

100.00%

Shares16.4K

Event2026-03-31

Filed2026-05-07

DFCF

DIMENSIONAL ETF TRUST

-0.55%

Shares369.3K

Event2026-03-31

Filed2026-05-07

SPYM

SPDR SERIES TRUST

0.11%

Shares193.2K

Event2026-03-31

Filed2026-05-07

BAB

INVESCO EXCH TRADED FD TR II

201.39%

Shares431.8K

Event2026-03-31

Filed2026-05-07

NEE-PT

NEXTERA ENERGY INC

5.35%

Shares201.0K

Event2026-03-31

Filed2026-05-07

PPL CAP FDG INC

24.06%

Shares8.9M

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

47.57%

Shares15.9K

Event2026-03-31

Filed2026-05-07

GLOBAL PMTS INC

6.86%

Shares11.4M

Event2026-03-31

Filed2026-05-07

WEC ENERGY GROUP INC

New

Shares7.9M

Event2026-03-31

Filed2026-05-07

UBER TECHNOLOGIES INC

34.16%

Shares8.2M

Event2026-03-31

Filed2026-05-07

ON SEMICONDUCTOR CORP

0.00%

Shares10.0M

Event2026-03-31

Filed2026-05-07

BAC-PL

BANK AMERICA CORP

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-07

ETSY INC

29.73%

Shares10.4M

Event2026-03-31

Filed2026-05-07

MERITAGE HOMES CORP

20.68%

Shares9.1M

Event2026-03-31

Filed2026-05-07

WELL

WELLTOWER INC

111.43%

Shares44.4K

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC

88.72%

Shares68.9K

Event2026-03-31

Filed2026-05-07

SCYB

SCHWAB STRATEGIC TR

New

Shares301.1K

Event2026-03-31

Filed2026-05-07

BA-PA

BOEING CO

New

Shares97.3K

Event2026-03-31

Filed2026-05-07

HPE-PC

HEWLETT PACKARD ENTERPRISE C

0.45%

Shares89.8K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

91.77%

Shares30.4K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

5.58%

Shares20.6K

Event2026-03-31

Filed2026-05-07

DRAFTKINGS INC NEW

0.00%

Shares5.8M

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-27.82%

Shares17.0K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

-5.29%

Shares23.5K

Event2026-03-31

Filed2026-05-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

83.97%

Shares13.0K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

-8.79%

Shares11.1K

Event2026-03-31

Filed2026-05-07

MCHPP

MICROCHIP TECHNOLOGY INC.

-24.11%

Shares68.0K

Event2026-03-31

Filed2026-05-07

ITT INC

1.50%

Shares20.3K

Event2026-03-31

Filed2026-05-07

VMBS

VANGUARD SCOTTSDALE FDS

New

Shares82.4K

Event2026-03-31

Filed2026-05-07

DATADOG INC

80.47%

Shares3.9M

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

35.01%

Shares6.6K

Event2026-03-31

Filed2026-05-07

SOUTHERN CO

New

Shares2.8M

Event2026-03-31

Filed2026-05-07

HALOZYME THERAPEUTICS INC

21.72%

Shares3.0M

Event2026-03-31

Filed2026-05-07

SHIFT4 PMTS INC

-25.43%

Shares3.2M

Event2026-03-31

Filed2026-05-07

NFLX

NETFLIX INC.

0.33%

Shares30.3K

Event2026-03-31

Filed2026-05-07

MEDTRONIC PLC

9.21%

Shares33.2K

Event2026-03-31

Filed2026-05-07

GE AEROSPACE

214.78%

Shares10.1K

Event2026-03-31

Filed2026-05-07

KKR-PD

KKR & CO INC

-53.59%

Shares69.8K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORPORATION

-20.36%

Shares2.8K

Event2026-03-31

Filed2026-05-07

MELI

MERCADOLIBRE INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-07

LNG

CHENIERE ENERGY INC

New

Shares9.1K

Event2026-03-31

Filed2026-05-07

ARES-PB

ARES MANAGEMENT CORPORATION

-54.87%

Shares71.3K

Event2026-03-31

Filed2026-05-07

UBER

UBER TECHNOLOGIES INC

3.78%

Shares35.7K

Event2026-03-31

Filed2026-05-07

SPOT

SPOTIFY TECHNOLOGY S A

-0.09%

Shares5.3K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

49.80%

Shares8.0K

Event2026-03-31

Filed2026-05-07

PLTR

PALANTIR TECHNOLOGIES INC

100.81%

Shares16.9K

Event2026-03-31

Filed2026-05-07

MCD

MCDONALDS CORP

28.84%

Shares7.4K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

43.19%

Shares7.8K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

2.15%

Shares7.9K

Event2026-03-31

Filed2026-05-07

BABA

ALIBABA GROUP HLDG LTD

498.27%

Shares17.3K

Event2026-03-31

Filed2026-05-07

WMB

WILLIAMS COS INC

96.10%

Shares32.5K

Event2026-03-31

Filed2026-05-07

GUARDANT HEALTH INC

New

Shares2.0M

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

-18.50%

Shares12.0K

Event2026-03-31

Filed2026-05-07

NOW

SERVICENOW INC

-26.32%

Shares19.0K

Event2026-03-31

Filed2026-05-07

IEF

ISHARES TR

695.07%

Shares19.8K

Event2026-03-31

Filed2026-05-07

SHLD

GLOBAL X FDS

New

Shares22.0K

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO

-46.43%

Shares1.6K

Event2026-03-31

Filed2026-05-07

TSLA

TESLA INC

-9.82%

Shares3.9K

Event2026-03-31

Filed2026-05-07

POWR

ISHARES INC

New

Shares53.2K

Event2026-03-31

Filed2026-05-07

APOLLO GLOBAL MGMT INC

-30.96%

Shares12.5K

Event2026-03-31

Filed2026-05-07

APP

APPLOVIN CORP

2972.97%

Shares3.4K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE INC

20.27%

Shares5.9K

Event2026-03-31

Filed2026-05-07

CAT

CATERPILLAR INC

-4.73%

Shares1.8K

Event2026-03-31

Filed2026-05-07

AMD

ADVANCED MICRO DEVICES INC

141.89%

Shares6.2K

Event2026-03-31

Filed2026-05-07

DEERE & CO

23.37%

Shares2.1K

Event2026-03-31

Filed2026-05-07

NVS

NOVARTIS AG

5.68%

Shares7.6K

Event2026-03-31

Filed2026-05-07

ITA

ISHARES TR

47.42%

Shares5.3K

Event2026-03-31

Filed2026-05-07

BLACKSTONE INC

-33.99%

Shares9.7K

Event2026-03-31

Filed2026-05-07

NU HLDGS LTD

New

Shares77.0K

Event2026-03-31

Filed2026-05-07

DOV

DOVER CORP

New

Shares5.3K

Event2026-03-31

Filed2026-05-07

HEI

HEICO CORP NEW

New

Shares4.0K

Event2026-03-31

Filed2026-05-07

WFC

WELLS FARGO & CO

136.97%

Shares12.5K

Event2026-03-31

Filed2026-05-07

GLW

CORNING INC

208.22%

Shares7.7K

Event2026-03-31

Filed2026-05-07

ATI

ATI INC

-79.34%

Shares6.9K

Event2026-03-31

Filed2026-05-07

WRBY

WARBY PARKER INC

0.00%

Shares43.5K

Event2026-03-31

Filed2026-05-07

MICRON TECHNOLOGY INC

New

Shares2.8K

Event2026-03-31

Filed2026-05-07