Sponsored
The Analysis of ROBERTS GLORE & CO INC /IL/'s Holdings & P&L
Currently, ROBERTS GLORE & CO INC /IL/ holds 216 types of securities in its portfolio with a total value $363.9M. In the most recent quarter, they have increased their positions in VBIL (+17.5K shares, valued at $1.3M), MSFT (+1.8K shares, valued at $657.8K), EEM (+10.7K shares, valued at $608.4K); decreased their positions in N/A (-3.1K shares, valued at $878.7K), SPY (-763 shares, valued at $496.2K), JNJ (-1.6K shares, valued at $387.7K); initiated new positions in EEM (+10.7K shares, valued at $608.4K), IBIT (+10.1K shares, valued at $387.3K), RYN (+18.3K shares, valued at $376.5K).
1M P&L
+8.4M+2.84%
3M P&L
+6.5M+2.17%
HY P&L
+19.4M+6.80%
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/A98.5M
33.0%
2Drug Manufacturers - General28.3M
9.5%
3Software - Infrastructure18.5M
6.2%
Top Industries by Stock Count
1N/A54 stocks
27.4%
2Drug Manufacturers - General9 stocks
4.6%
3Software - Application8 stocks
4.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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BERKSHIRE HATHAWAY INC DEL
-0.88%BERKSHIRE HATHAWAY INC DEL
Shares51.1K
Event2026-03-31
Filed2026-05-04
AAPL
-1.05%APPLE INC
Shares64.7K
Event2026-03-31
Filed2026-05-04
MSFT
4.60%MICROSOFT CORP
Shares40.4K
Event2026-03-31
Filed2026-05-04
ALPHABET INC
-5.90%ALPHABET INC
Shares48.8K
Event2026-03-31
Filed2026-05-04
JNJ
-3.00%JOHNSON & JOHNSON
Shares51.3K
Event2026-03-31
Filed2026-05-04
VTIP
2.23%VANGUARD MALVERN FDS
Shares235.1K
Event2026-03-31
Filed2026-05-04
VTI
5.79%VANGUARD INDEX FDS
Shares33.4K
Event2026-03-31
Filed2026-05-04
ALPHABET INC
-2.83%ALPHABET INC
Shares34.7K
Event2026-03-31
Filed2026-05-04
VTEB
-4.16%VANGUARD MUN BD FDS
Shares135.1K
Event2026-03-31
Filed2026-05-04
ABBV
-1.03%ABBVIE INC
Shares29.7K
Event2026-03-31
Filed2026-05-04
CEF
-5.35%SPROTT ASSET MANAGEMENT LP
Shares125.8K
Event2026-03-31
Filed2026-05-04
AMZN
5.48%AMAZON COM INC
Shares27.2K
Event2026-03-31
Filed2026-05-04
ABT
-0.89%ABBOTT LABORATORIES
Shares52.8K
Event2026-03-31
Filed2026-05-04
PEP
-0.81%PEPSICO INC
Shares31.6K
Event2026-03-31
Filed2026-05-04
NVDA
0.15%NVIDIA CORPORATION
Shares26.6K
Event2026-03-31
Filed2026-05-04
SYK
-1.42%STRYKER CORPORATION
Shares13.9K
Event2026-03-31
Filed2026-05-04
MOAT
-0.37%VANECK ETF TRUST
Shares45.4K
Event2026-03-31
Filed2026-05-04
RTX
-4.49%RTX CORPORATION
Shares22.4K
Event2026-03-31
Filed2026-05-04
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares6
Event2026-03-31
Filed2026-05-04
CSCO
-3.80%CISCO SYS INC
Shares53.9K
Event2026-03-31
Filed2026-05-04
WMT
-4.67%WALMART INC
Shares33.0K
Event2026-03-31
Filed2026-05-04
VPL
-1.43%VANGUARD INTL EQUITY INDEX F
Shares40.9K
Event2026-03-31
Filed2026-05-04
XOM
-4.70%EXXON MOBIL CORP
Shares22.6K
Event2026-03-31
Filed2026-05-04
SPY
-11.61%STATE STR SPDR S&P 500 ETF T
Shares5.8K
Event2026-03-31
Filed2026-05-04
EXPD
-0.83%EXPEDITORS INTL WASH INC
Shares25.1K
Event2026-03-31
Filed2026-05-04
ADX
9.09%ADAMS DIVERSIFIED EQUITY FD
Shares157.8K
Event2026-03-31
Filed2026-05-04
ITW
-0.85%ILLINOIS TOOL WKS INC
Shares12.4K
Event2026-03-31
Filed2026-05-04
NSC
0.09%NORFOLK SOUTHN CORP
Shares11.2K
Event2026-03-31
Filed2026-05-04
ASML
-4.49%ASML HLDG NV
Shares2.3K
Event2026-03-31
Filed2026-05-04
VANGUARD INDEX FDS
-0.97%VANGUARD INDEX FDS
Shares4.9K
Event2026-03-31
Filed2026-05-04
VIGI
0.66%VANGUARD WHITEHALL FDS
Shares31.0K
Event2026-03-31
Filed2026-05-04
MGV
0.61%VANGUARD WORLD FD
Shares18.9K
Event2026-03-31
Filed2026-05-04
VBIL
97.80%VANGUARD INSTL INDEX FD
Shares35.5K
Event2026-03-31
Filed2026-05-04
META
8.89%META PLATFORMS INC
Shares4.6K
Event2026-03-31
Filed2026-05-04
VBR
-0.37%VANGUARD INDEX FDS
Shares12.1K
Event2026-03-31
Filed2026-05-04
ARISTA NETWORKS INC
-0.12%ARISTA NETWORKS INC
Shares21.3K
Event2026-03-31
Filed2026-05-04
DFSV
-1.04%DIMENSIONAL ETF TRUST
Shares74.2K
Event2026-03-31
Filed2026-05-04
LINDE PLC
0.00%LINDE PLC
Shares5.0K
Event2026-03-31
Filed2026-05-04
VIG
0.01%VANGUARD SPECIALIZED FUNDS
Shares11.4K
Event2026-03-31
Filed2026-05-04
UNP
11.44%UNION PAC CORP
Shares10.1K
Event2026-03-31
Filed2026-05-04
AMGN
-3.65%AMGEN INC
Shares6.9K
Event2026-03-31
Filed2026-05-04
VCSH
-1.09%VANGUARD SCOTTSDALE FDS
Shares28.6K
Event2026-03-31
Filed2026-05-04
DGX
-2.49%QUEST DIAGNOSTICS INC
Shares11.4K
Event2026-03-31
Filed2026-05-04
SBUX
-1.80%STARBUCKS CORP
Shares24.8K
Event2026-03-31
Filed2026-05-04
CME
-1.52%CME GROUP INC
Shares7.1K
Event2026-03-31
Filed2026-05-04
ETR
-0.16%ENTERGY CORP NEW
Shares18.3K
Event2026-03-31
Filed2026-05-04
MTB
-0.86%M & T BK CORP
Shares9.8K
Event2026-03-31
Filed2026-05-04
NVS
-1.60%NOVARTIS AG
Shares12.6K
Event2026-03-31
Filed2026-05-04
MEDP
0.00%MEDPACE HLDGS INC
Shares3.7K
Event2026-03-31
Filed2026-05-04
CET
-0.30%CENTRAL SECS CORP
Shares35.0K
Event2026-03-31
Filed2026-05-04
PG
1.96%PROCTER & GAMBLE CO
Shares11.9K
Event2026-03-31
Filed2026-05-04
MELI
13.63%MERCADOLIBRE INC
Shares959
Event2026-03-31
Filed2026-05-04
STIP
3.81%ISHARES TR
Shares16.0K
Event2026-03-31
Filed2026-05-04
LMT
-0.26%LOCKHEED MARTIN CORP
Shares2.7K
Event2026-03-31
Filed2026-05-04
BKNG
11.17%BOOKING HOLDINGS INC
Shares388
Event2026-03-31
Filed2026-05-04
AMAT
-1.33%APPLIED MATLS INC
Shares4.8K
Event2026-03-31
Filed2026-05-04
BROADCOM INC
3.67%BROADCOM INC
Shares5.0K
Event2026-03-31
Filed2026-05-04
GENERAL DYNAMICS CORP
-0.49%GENERAL DYNAMICS CORP
Shares4.4K
Event2026-03-31
Filed2026-05-04
VRTX
-7.70%VERTEX PHARMACEUTICALS INC
Shares3.4K
Event2026-03-31
Filed2026-05-04
V
11.48%VISA INC
Shares5.0K
Event2026-03-31
Filed2026-05-04
ORCL
8.96%ORACLE CORP
Shares10.2K
Event2026-03-31
Filed2026-05-04
KO
-4.36%COCA COLA CO
Shares19.4K
Event2026-03-31
Filed2026-05-04
GILD
-7.57%GILEAD SCIENCES INC
Shares9.9K
Event2026-03-31
Filed2026-05-04
LHX
-1.70%L3HARRIS TECHNOLOGIES INC
Shares4.0K
Event2026-03-31
Filed2026-05-04
UNH
-1.24%UNITEDHEALTH GROUP INC
Shares5.1K
Event2026-03-31
Filed2026-05-04
FDX
-6.16%FEDEX CORP
Shares3.9K
Event2026-03-31
Filed2026-05-04
NVO
39.66%NOVO-NORDISK A S
Shares36.5K
Event2026-03-31
Filed2026-05-04
BDX
-0.18%BECTON DICKINSON & CO
Shares8.3K
Event2026-03-31
Filed2026-05-04
VTV
-0.70%VANGUARD INDEX FDS
Shares6.7K
Event2026-03-31
Filed2026-05-04
INTC
-7.25%INTEL CORP
Shares29.3K
Event2026-03-31
Filed2026-05-04
BAB
-0.22%INVESCO EXCH TRADED FD TR II
Shares46.0K
Event2026-03-31
Filed2026-05-04
CNC
-6.18%CENTENE CORP DEL
Shares37.7K
Event2026-03-31
Filed2026-05-04
TECH
-0.80%BIO-TECHNE CORP
Shares22.2K
Event2026-03-31
Filed2026-05-04
VXUS
1.92%VANGUARD STAR FDS
Shares14.9K
Event2026-03-31
Filed2026-05-04
JPM
-0.54%JPMORGAN CHASE & CO
Shares3.9K
Event2026-03-31
Filed2026-05-04
PYPL
0.42%PAYPAL HLDGS INC
Shares24.4K
Event2026-03-31
Filed2026-05-04
PFE
-8.83%PFIZER INC
Shares38.9K
Event2026-03-31
Filed2026-05-04
PHO
-2.01%INVESCO EXCHANGE TRADED FD T
Shares16.2K
Event2026-03-31
Filed2026-05-04
MDY
18.29%STATE STR SPDR S&P MIDCAP 40
Shares1.7K
Event2026-03-31
Filed2026-05-04
INTU
0.82%INTUIT
Shares2.5K
Event2026-03-31
Filed2026-05-04
APD
0.03%AIR PRODUCTS AND CHEMICALS I
Shares3.6K
Event2026-03-31
Filed2026-05-04
WIW
-10.66%WESTERN AST INFL LKD OPP & I
Shares123.3K
Event2026-03-31
Filed2026-05-04
IYM
-0.37%ISHARES TR
Shares5.9K
Event2026-03-31
Filed2026-05-04
VWO
0.00%VANGUARD INTL EQUITY INDEX F
Shares19.0K
Event2026-03-31
Filed2026-05-04
UPS
-2.60%UNITED PARCEL SVCS INC
Shares10.4K
Event2026-03-31
Filed2026-05-04
PEO
6.09%ADAM NAT RES FD INC
Shares36.2K
Event2026-03-31
Filed2026-05-04
FTNT
31.19%FORTINET INC
Shares12.0K
Event2026-03-31
Filed2026-05-04
HD
1.06%HOME DEPOT INC
Shares2.9K
Event2026-03-31
Filed2026-05-04
VEU
2.93%VANGUARD INTL EQUITY INDEX F
Shares11.6K
Event2026-03-31
Filed2026-05-04
FAST
3.14%FASTENAL CO
Shares18.6K
Event2026-03-31
Filed2026-05-04
CHRW
-11.52%C H ROBINSON WORLDWIDE IN
Shares5.2K
Event2026-03-31
Filed2026-05-04
DFNM
0.00%DIMENSIONAL ETF TRUST
Shares17.7K
Event2026-03-31
Filed2026-05-04
DIS
-0.41%DISNEY WALT CO
Shares8.7K
Event2026-03-31
Filed2026-05-04
NICE
-6.33%NICE LTD
Shares7.5K
Event2026-03-31
Filed2026-05-04
DE
-10.90%DEERE & CO
Shares1.5K
Event2026-03-31
Filed2026-05-04
WIA
-15.16%WESTERN ASSET INFLT LNK INC
Shares98.6K
Event2026-03-31
Filed2026-05-04
ADBE
-8.90%ADOBE INC
Shares3.3K
Event2026-03-31
Filed2026-05-04
LAM RESEARCH CORP
-14.02%LAM RESEARCH CORP
Shares3.7K
Event2026-03-31
Filed2026-05-04
VPLS
6.19%VANGUARD MALVERN FDS
Shares10.0K
Event2026-03-31
Filed2026-05-04
RMT
0.17%ROYCE MICRO-CAP TR INC
Shares68.1K
Event2026-03-31
Filed2026-05-04
TER
-27.65%TERADYNE INC
Shares2.6K
Event2026-03-31
Filed2026-05-04
EBAY
-0.68%EBAY INC.
Shares8.4K
Event2026-03-31
Filed2026-05-04
ADP
0.00%AUTOMATIC DATA PROCESSING IN
Shares3.7K
Event2026-03-31
Filed2026-05-04
SO
-3.13%SOUTHERN CO
Shares7.7K
Event2026-03-31
Filed2026-05-04
CNI
-0.93%CANADIAN NATL RY CO
Shares7.2K
Event2026-03-31
Filed2026-05-04
MERCK & CO INC
27.24%MERCK & CO INC
Shares6.1K
Event2026-03-31
Filed2026-05-04
CARR
-13.04%CARRIER GLOBAL CORPORATION
Shares12.9K
Event2026-03-31
Filed2026-05-04
LOW
-0.97%LOWES COS INC
Shares3.0K
Event2026-03-31
Filed2026-05-04
CVX
-5.33%CHEVRON CORPORATION
Shares3.4K
Event2026-03-31
Filed2026-05-04
STT
-4.58%STATE STR CORP
Shares5.5K
Event2026-03-31
Filed2026-05-04
PSX
-0.89%PHILLIPS 66
Shares3.8K
Event2026-03-31
Filed2026-05-04
BLACKROCK INC
-0.83%BLACKROCK INC
Shares720
Event2026-03-31
Filed2026-05-04
EXPE
-0.67%EXPEDIA GROUP INC
Shares3.0K
Event2026-03-31
Filed2026-05-04
NOC
-10.33%NORTHROP GRUMMAN CORP
Shares955
Event2026-03-31
Filed2026-05-04
DUKE ENERGY CORP NEW
0.02%DUKE ENERGY CORP NEW
Shares4.8K
Event2026-03-31
Filed2026-05-04
ZBH
-7.71%ZIMMER BIOMET HOLDINGS INC
Shares6.8K
Event2026-03-31
Filed2026-05-04
CRM
24.22%SALESFORCE INC
Shares3.3K
Event2026-03-31
Filed2026-05-04
EEM
NewISHARES TR
Shares10.7K
Event2026-03-31
Filed2026-05-04
MEDTRONIC PLC
13.53%MEDTRONIC PLC
Shares7.0K
Event2026-03-31
Filed2026-05-04
ELV
0.49%ELEVANCE HEALTH INC FORMERLY
Shares2.1K
Event2026-03-31
Filed2026-05-04
NEM
-14.76%NEWMONT CORP
Shares5.4K
Event2026-03-31
Filed2026-05-04
BIIB
-2.60%BIOGEN INC
Shares3.0K
Event2026-03-31
Filed2026-05-04
MTZ
-5.80%MASTEC INC
Shares1.7K
Event2026-03-31
Filed2026-05-04
GE AEROSPACE
0.00%GE AEROSPACE
Shares1.9K
Event2026-03-31
Filed2026-05-04
LLY
-0.17%ELI LILLY & CO
Shares592
Event2026-03-31
Filed2026-05-04
EFA
-4.88%ISHARES TR
Shares5.6K
Event2026-03-31
Filed2026-05-04
GLD
-12.28%SPDR GOLD TR
Shares1.3K
Event2026-03-31
Filed2026-05-04
CENCORA INC
-0.81%CENCORA INC
Shares1.7K
Event2026-03-31
Filed2026-05-04
CAT
-0.79%CATERPILLAR INC
Shares758
Event2026-03-31
Filed2026-05-04
T
0.00%AT&T INC
Shares18.4K
Event2026-03-31
Filed2026-05-04
SNOW
-6.03%SNOWFLAKE INC
Shares3.5K
Event2026-03-31
Filed2026-05-04
DFJ
0.00%WISDOMTREE TR
Shares5.1K
Event2026-03-31
Filed2026-05-04
NFLX
11.90%NETFLIX INC.
Shares5.4K
Event2026-03-31
Filed2026-05-04
BND
-0.65%VANGUARD BD INDEX FDS
Shares6.8K
Event2026-03-31
Filed2026-05-04
GS
-13.57%GOLDMAN SACHS GROUP INC
Shares586
Event2026-03-31
Filed2026-05-04
CMCSA
6.64%COMCAST CORP NEW
Shares17.3K
Event2026-03-31
Filed2026-05-04
CB
0.00%CHUBB LTD SWITZ
Shares1.5K
Event2026-03-31
Filed2026-05-04
VYM
0.00%VANGUARD WHITEHALL FDS
Shares3.1K
Event2026-03-31
Filed2026-05-04
IWF
0.00%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-04
PANW
57.07%PALO ALTO NETWORKS INC
Shares2.8K
Event2026-03-31
Filed2026-05-04
GEV
0.00%GE VERNOVA INC
Shares511
Event2026-03-31
Filed2026-05-04
BA
-1.14%BOEING CO
Shares2.2K
Event2026-03-31
Filed2026-05-04
NSTS
0.00%NSTS BANCORP INC
Shares36.5K
Event2026-03-31
Filed2026-05-04
DCI
-3.19%DONALDSON INC
Shares5.0K
Event2026-03-31
Filed2026-05-04
THE CIGNA GROUP
-1.87%THE CIGNA GROUP
Shares1.6K
Event2026-03-31
Filed2026-05-04
USCI
1.17%UNITED STS COMMODITY INDEX F
Shares4.3K
Event2026-03-31
Filed2026-05-04
GIS
11.89%GENERAL MILLS INC
Shares11.1K
Event2026-03-31
Filed2026-05-04
TGT
-5.08%TARGET CORP
Shares3.3K
Event2026-03-31
Filed2026-05-04
EVLV
0.00%EVOLV TECHNOLOGIES HLDNGS IN
Shares65.5K
Event2026-03-31
Filed2026-05-04
GWW
-0.27%WW GRAINGER INC
Shares363
Event2026-03-31
Filed2026-05-04
BP
-19.32%BP PLC
Shares8.4K
Event2026-03-31
Filed2026-05-04
CBOE
0.00%CBOE GLOBAL MKTS INC
Shares1.4K
Event2026-03-31
Filed2026-05-04
EMR
0.03%EMERSON ELEC CO
Shares3.0K
Event2026-03-31
Filed2026-05-04
IBIT
NewISHARES BITCOIN TRUST ETF
Shares10.1K
Event2026-03-31
Filed2026-05-04
INVESCO QQQ TR
-0.75%INVESCO QQQ TR
Shares664
Event2026-03-31
Filed2026-05-04
RYN
NewRAYONIER INC
Shares18.3K
Event2026-03-31
Filed2026-05-04
COP
-2.28%CONOCOPHILLIPS
Shares2.8K
Event2026-03-31
Filed2026-05-04
NTRS
0.00%NORTHERN TR CORP
Shares2.6K
Event2026-03-31
Filed2026-05-04
SF
55.89%STIFEL FINL CORP
Shares4.7K
Event2026-03-31
Filed2026-05-04
TSLA
-2.62%TESLA INC
Shares929
Event2026-03-31
Filed2026-05-04
TPL
NewTEXAS PACIFIC LAND CORPORATI
Shares724
Event2026-03-31
Filed2026-05-04
FI
1.88%FISERV INC
Shares6.1K
Event2026-03-31
Filed2026-05-04
FFIV
0.00%F5 INC
Shares1.2K
Event2026-03-31
Filed2026-05-04
IIPR
-16.35%INNOVATIVE INDL PPTYS INC
Shares6.7K
Event2026-03-31
Filed2026-05-04
QCOM
-1.08%QUALCOMM INC
Shares2.5K
Event2026-03-31
Filed2026-05-04
PPLT
24.38%ABRDN PLATINUM ETF TRUST
Shares1.8K
Event2026-03-31
Filed2026-05-04
DEO
8.92%DIAGEO PLC
Shares4.2K
Event2026-03-31
Filed2026-05-04
PH
-1.42%PARKER-HANNIFIN CORP
Shares348
Event2026-03-31
Filed2026-05-04
VKTX
-8.18%VIKING THERAPEUTICS INC
Shares9.5K
Event2026-03-31
Filed2026-05-04
WAB
-4.98%WABTEC
Shares1.2K
Event2026-03-31
Filed2026-05-04
BHP
-0.82%BHP BILLITON LIMITED
Shares4.2K
Event2026-03-31
Filed2026-05-04
IWD
0.00%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-05-04
FIG
135.69%FIGMA INC
Shares14.2K
Event2026-03-31
Filed2026-05-04
IEFA
0.00%ISHARES TR
Shares3.2K
Event2026-03-31
Filed2026-05-04
WAT
NewWATERS CORP
Shares983
Event2026-03-31
Filed2026-05-04
CHKP
5.68%CHECK POINT SOFTWARE TECH LT
Shares2.0K
Event2026-03-31
Filed2026-05-04
PJT
NewPJT PARTNERS INC
Shares2.1K
Event2026-03-31
Filed2026-05-04
DELL
-2.59%DELL TECHNOLOGIES INC
Shares1.8K
Event2026-03-31
Filed2026-05-04
VZ
-13.10%VERIZON COMMUNICATIONS INC
Shares5.7K
Event2026-03-31
Filed2026-05-04
VMC
-0.47%VULCAN MATLS CO
Shares1.1K
Event2026-03-31
Filed2026-05-04
UNILEVER PLC
0.00%UNILEVER PLC
Shares4.9K
Event2026-03-31
Filed2026-05-04
QDEF
0.00%FLEXSHARES TR
Shares3.5K
Event2026-03-31
Filed2026-05-04
COST
-0.36%COSTCO WHOLESALE CORPORATION
Shares273
Event2026-03-31
Filed2026-05-04
SCHD
0.00%SCHWAB STRATEGIC TR
Shares8.8K
Event2026-03-31
Filed2026-05-04
SLYV
-2.17%SPDR SERIES TRUST
Shares2.8K
Event2026-03-31
Filed2026-05-04
SOLV
-16.61%SOLVENTUM CORP
Shares4.0K
Event2026-03-31
Filed2026-05-04
APH
0.35%AMPHENOL CORP
Shares2.0K
Event2026-03-31
Filed2026-05-04
XLK
0.00%SELECT SECTOR SPDR TR
Shares1.9K
Event2026-03-31
Filed2026-05-04
CAH
0.00%CARDINAL HEALTH INC
Shares1.2K
Event2026-03-31
Filed2026-05-04
CEG
-0.56%CONSTELLATION ENERGY CORP
Shares889
Event2026-03-31
Filed2026-05-04
CSX
0.00%CSX CORP
Shares6.0K
Event2026-03-31
Filed2026-05-04
MA
-7.50%MASTERCARD INCORPORATED
Shares493
Event2026-03-31
Filed2026-05-04
MPC
NewMARATHON PETE CORP
Shares1.0K
Event2026-03-31
Filed2026-05-04
SAMG
0.00%SILVERCREST ASSET MGMT GROUP
Shares18.0K
Event2026-03-31
Filed2026-05-04
SAM
-31.04%BOSTON BEER INC
Shares1.0K
Event2026-03-31
Filed2026-05-04
CNH
0.19%CNH INDL N V
Shares21.5K
Event2026-03-31
Filed2026-05-04
OPPJ
-2.25%WISDOMTREE TR
Shares4.3K
Event2026-03-31
Filed2026-05-04
MKL
2.54%MARKEL GROUP INC
Shares121
Event2026-03-31
Filed2026-05-04
LPLA
NewLPL FINL HLDGS INC
Shares764
Event2026-03-31
Filed2026-05-04
EMF
0.00%TEMPLETON EMERGING MKTS FD
Shares13.0K
Event2026-03-31
Filed2026-05-04
USLM
NewUNITED STS LIME & MINERALS I
Shares1.7K
Event2026-03-31
Filed2026-05-04
ED
NewCONSOLIDATED EDISON INC
Shares2.0K
Event2026-03-31
Filed2026-05-04
ALB
-26.67%ALBEMARLE CORP
Shares1.2K
Event2026-03-31
Filed2026-05-04
IWB
0.00%ISHARES TR
Shares619
Event2026-03-31
Filed2026-05-04
TXT
NewTEXTRON INC
Shares2.5K
Event2026-03-31
Filed2026-05-04
REGN
-2.78%REGENERON PHARMACEUTICALS
Shares280
Event2026-03-31
Filed2026-05-04
BARRICK MNG CORP
-7.79%BARRICK MNG CORP
Shares5.2K
Event2026-03-31
Filed2026-05-04
ULTA
1.78%ULTA BEAUTY INC
Shares401
Event2026-03-31
Filed2026-05-04
AMD
0.19%ADVANCED MICRO DEVICES INC
Shares1.0K
Event2026-03-31
Filed2026-05-04
VT
0.00%VANGUARD INTL EQUITY INDEX F
Shares1.5K
Event2026-03-31
Filed2026-05-04
ADI
NewANALOG DEVICES INC
Shares646
Event2026-03-31
Filed2026-05-04
AB
0.00%ALLIANCEBERNSTEIN HLDG L P
Shares5.5K
Event2026-03-31
Filed2026-05-04
PAYX
-14.00%PAYCHEX INC
Shares2.2K
Event2026-03-31
Filed2026-05-04
GLW
NewCORNING INC
Shares1.5K
Event2026-03-31
Filed2026-05-04
JOF
0.00%JAPAN SMALLER CAPITALIZATION
Shares17.6K
Event2026-03-31
Filed2026-05-04
ABEV
-8.55%AMBEV SA
Shares28.9K
Event2026-03-31
Filed2026-05-04
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available