Sponsored

The Analysis of Rockingstone Advisors LLC's Holdings & P&L

Currently, Rockingstone Advisors LLC holds 115 types of securities in its portfolio with a total value $249.1M. In the most recent quarter, they have increased their positions in NAVN (+201.7K shares, valued at $4.6M), VO (+50.5K shares, valued at $4.1M), JPST (+48.3K shares, valued at $2.4M); decreased their positions in XLV (-4.0K shares, valued at $640.8K), CSTM (-20.0K shares, valued at $638.3K), TSEM (-1.1K shares, valued at $280.2K); initiated new positions in NAVN (+201.7K shares, valued at $4.6M), KLAC (+1.3K shares, valued at $389.2K), GBDC (+18.3K shares, valued at $236.3K).

1M P&L

+1.9M+0.97%

3M P&L

+7.4M+3.83%

HY P&L

+11.0M+5.78%

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/A105.1M

51.8%

2Semiconductors15.0M

7.4%

3Internet Content & Information7.5M

3.7%

Top Industries by Stock Count

1N/A63 stocks

64.3%

2Aerospace & Defense3 stocks

3.1%

3Internet Content & Information2 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPST J P MORGAN EXCHANGE TRADED F224.8K shares27.35%2026-06-302026-07-14

TSEM TOWER SEMICONDUCTOR LTD32.2K shares-3.23%2026-06-302026-07-14

XLK SELECT SECTOR SPDR TR37.1K shares1.28%2026-06-302026-07-14

GOOGL ALPHABET INC19.6K shares1.16%2026-06-302026-07-14

IWM ISHARES TR22.7K shares1.36%2026-06-302026-07-14

NVDA NVIDIA CORPORATION33.3K shares1.64%2026-06-302026-07-14

VGSH VANGUARD SCOTTSDALE FDS109.5K shares6.69%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS17.0K shares0.00%2026-06-302026-07-14

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC8.0K shares0.35%2026-06-302026-07-14

AAPL APPLE INC19.9K shares2.00%2026-06-302026-07-14

CSTM CONSTELLIUM SE171.8K shares-10.44%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.3K shares3.27%2026-06-302026-07-14

VO VANGUARD INDEX FDS67.1K shares302.29%2026-06-302026-07-14

VGK VANGUARD INTL EQUITY INDEX F60.5K shares4.30%2026-06-302026-07-14

QUANTA SVCS INC QUANTA SVCS INC7.2K shares-0.15%2026-06-302026-07-14

VEA VANGUARD TAX-MANAGED FDS71.0K shares0.50%2026-06-302026-07-14

Sponsored

NTRA NATERA INC17.1K shares0.79%2026-06-302026-07-14

NAVN NAVAN INC201.7K sharesnew addition2026-06-302026-07-14

AMZN AMAZON COM INC19.3K shares2.70%2026-06-302026-07-14

CLS CELESTICA INC12.5K shares-0.56%2026-06-302026-07-14

LLY ELI LILLY & CO3.6K shares3.20%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO11.6K shares1.40%2026-06-302026-07-14

LIN LINDE PLC7.3K shares1.24%2026-06-302026-07-14

MSFT MICROSOFT CORP9.9K shares0.89%2026-06-302026-07-14

Sponsored

PM PHILIP MORRIS INTL INC20.3K shares0.29%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL7.3K shares3.52%2026-06-302026-07-14

IQLT ISHARES TR71.2K shares0.67%2026-06-302026-07-14

TDG TRANSDIGM GROUP INC2.5K shares0.24%2026-06-302026-07-14

TEVA TEVA PHARMACEUTICAL INDS LTD95.1K shares2.10%2026-06-302026-07-14

IGV ISHARES TR34.6K shares7.58%2026-06-302026-07-14

XLV SELECT SECTOR SPDR TR19.3K shares-17.30%2026-06-302026-07-14

OMC OMNICOM GROUP INC41.0K shares-1.13%2026-06-302026-07-14

Sponsored

META PLATFORMS INC META PLATFORMS INC5.3K shares4.91%2026-06-302026-07-14

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A6.2K shares-1.17%2026-06-302026-07-14

VYM VANGUARD WHITEHALL FDS17.0K shares1.01%2026-06-302026-07-14

MASTERCARD INCORPORATED MASTERCARD INCORPORATED5.2K shares-4.75%2026-06-302026-07-14

S&P GLOBAL INC S&P GLOBAL INC6.5K shares-2.72%2026-06-302026-07-14

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN13.9K shares6.52%2026-06-302026-07-14

VWO VANGUARD INTL EQUITY INDEX F42.4K shares25.18%2026-06-302026-07-14

ISRG INTUITIVE SURGICAL INC6.4K shares0.02%2026-06-302026-07-14

Sponsored

XLF SELECT SECTOR SPDR TR46.1K shares3.73%2026-06-302026-07-14

CNQ CANADIAN NAT RES LTD MED TER62.5K shares0.15%2026-06-302026-07-14

EQT EQT CORP45.4K shares0.82%2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.5K shares2.21%2026-06-302026-07-14

VPL VANGUARD INTL EQUITY INDEX F19.2K shares10.04%2026-06-302026-07-14

PHO INVESCO EXCHANGE TRADED FD T31.2K shares0.40%2026-06-302026-07-14

VYMI VANGUARD WHITEHALL FDS20.8K shares3.40%2026-06-302026-07-14

EFV ISHARES TR23.9K shares6.23%2026-06-302026-07-14

Sponsored

UBER UBER TECHNOLOGIES INC24.9K shares-2.50%2026-06-302026-07-14

VT VANGUARD INTL EQUITY INDEX F11.2K shares2.05%2026-06-302026-07-14

MKC MCCORMICK & CO INC30.7K shares5.26%2026-06-302026-07-14

QQQM INVESCO EXCH TRADED FD TR II5.1K shares-0.49%2026-06-302026-07-14

VOO VANGUARD INDEX FDS2.2K shares0.00%2026-06-302026-07-14

EWJ ISHARES INC15.5K shares10.59%2026-06-302026-07-14

QQQ INVESCO QQQ TR1.7K shares0.59%2026-06-302026-07-14

VIG VANGUARD SPECIALIZED FUNDS5.2K shares4.17%2026-06-302026-07-14

Sponsored

VOE VANGUARD INDEX FDS6.1K shares0.00%2026-06-302026-07-14

VISA INC VISA INC3.5K shares7.26%2026-06-302026-07-14

VIGI VANGUARD WHITEHALL FDS12.1K shares1.64%2026-06-302026-07-14

VFVA VANGUARD WELLINGTON FD7.2K shares0.00%2026-06-302026-07-14

PFF ISHARES TR33.7K shares-7.81%2026-06-302026-07-14

JPIE J P MORGAN EXCHANGE TRADED F21.7K shares0.00%2026-06-302026-07-14

BA BOEING CO4.6K shares1.29%2026-06-302026-07-14

CAT CATERPILLAR INC929 shares-0.21%2026-06-302026-07-14

Sponsored

XLI SELECT SECTOR SPDR TR5.3K shares9.90%2026-06-302026-07-14

XLY SELECT SECTOR SPDR TR8.2K shares10.10%2026-06-302026-07-14

EEM ISHARES TR13.9K shares6.12%2026-06-302026-07-14

XOP SPDR SERIES TRUST5.9K shares0.00%2026-06-302026-07-14

XLC SELECT SECTOR SPDR TR8.3K shares15.64%2026-06-302026-07-14

GLD SPDR GOLD TR2.1K shares0.00%2026-06-302026-07-14

EWX SPDR INDEX SHS FDS10.0K shares0.00%2026-06-302026-07-14

VTV VANGUARD INDEX FDS3.4K shares3.38%2026-06-302026-07-14

Sponsored

LQD ISHARES TR6.6K shares-0.23%2026-06-302026-07-14

HD HOME DEPOT INC2.0K shares0.00%2026-06-302026-07-14

LMT LOCKHEED MARTIN CORP1.4K shares4.01%2026-06-302026-07-14

EMB ISHARES TR7.1K shares1.21%2026-06-302026-07-14

IEF ISHARES TR7.0K shares3.19%2026-06-302026-07-14

DFAC DIMENSIONAL ETF TRUST14.5K shares0.00%2026-06-302026-07-14

IBB ISHARES TR3.2K shares3.24%2026-06-302026-07-14

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F9.8K shares-7.08%2026-06-302026-07-14

Sponsored

DEM WISDOMTREE TR11.2K shares0.00%2026-06-302026-07-14

DSI ISHARES TR4.0K shares0.00%2026-06-302026-07-14

PEP PEPSICO INC4.1K shares-1.73%2026-06-302026-07-14

MS MORGAN STANLEY2.6K shares-0.04%2026-06-302026-07-14

FLOT ISHARES TR10.8K shares17.60%2026-06-302026-07-14

JEPI J P MORGAN EXCHANGE TRADED F9.6K shares-28.32%2026-06-302026-07-14

XLP SELECT SECTOR SPDR TR5.9K shares13.50%2026-06-302026-07-14

GOOG ALPHABET INC1.3K shares8.00%2026-06-302026-07-14

Sponsored

SPLV INVESCO EXCH TRADED FD TR II6.1K shares-2.80%2026-06-302026-07-14

ISHARES TR ISHARES TR597 shares7.18%2026-06-302026-07-14

SBUX STARBUCKS CORP4.3K shares0.42%2026-06-302026-07-14

IJR ISHARES TR2.7K shares0.00%2026-06-302026-07-14

KLAC KLA CORP1.3K sharesnew addition2026-06-302026-07-14

VNQ VANGUARD INDEX FDS3.8K shares-1.30%2026-06-302026-07-14

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR8.0K shares2.31%2026-06-302026-07-14

SCZ ISHARES TR4.2K shares0.00%2026-06-302026-07-14

Sponsored

ISHARES TR ISHARES TR3.5K shares0.00%2026-06-302026-07-14

DIS DISNEY WALT CO3.6K shares0.00%2026-06-302026-07-14

DIA STATE STR SPDR DOW JONES IND550 shares0.00%2026-06-302026-07-14

DES WISDOMTREE TR6.6K shares0.00%2026-06-302026-07-14

SPYX SPDR SERIES TRUST4.3K shares-8.99%2026-06-302026-07-14

EFA ISHARES TR2.5K shares0.00%2026-06-302026-07-14

BND VANGUARD BD INDEX FDS3.5K shares0.00%2026-06-302026-07-14

XLB SELECT SECTOR SPDR TR4.8K shares2.33%2026-06-302026-07-14

Sponsored

IWR ISHARES TR2.2K shares0.00%2026-06-302026-07-14

VWOB VANGUARD WHITEHALL FDS3.5K shares0.00%2026-06-302026-07-14

GBDC GOLUB CAP BDC INC18.3K sharesnew addition2026-06-302026-07-14

FLRN SPDR SERIES TRUST7.5K sharesnew addition2026-06-302026-07-14

EWA ISHARES INC8.1K shares1.24%2026-06-302026-07-14

HUBB HUBBELL INC434 shares4.58%2026-06-302026-07-14

IVOO VANGUARD ADMIRAL FDS INC1.7K sharesnew addition2026-06-302026-07-14

MCD MCDONALDS CORP830 shares1.97%2026-06-302026-07-14

Sponsored

VXUS VANGUARD STAR FDS2.6K shares0.00%2026-06-302026-07-14

OEF ISHARES TR600 sharesnew addition2026-06-302026-07-14

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD2.2K shares14.87%2026-06-302026-07-14

JPST

J P MORGAN EXCHANGE TRADED F

27.35%

Shares224.8K

Event2026-06-30

Filed2026-07-14

TSEM

TOWER SEMICONDUCTOR LTD

-3.23%

Shares32.2K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

1.28%

Shares37.1K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

1.16%

Shares19.6K

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

1.36%

Shares22.7K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

1.64%

Shares33.3K

Event2026-06-30

Filed2026-07-14

VGSH

VANGUARD SCOTTSDALE FDS

6.69%

Shares109.5K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-14

CROWDSTRIKE HLDGS INC

0.35%

Shares8.0K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

2.00%

Shares19.9K

Event2026-06-30

Filed2026-07-14

CSTM

CONSTELLIUM SE

-10.44%

Shares171.8K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

3.27%

Shares7.3K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

302.29%

Shares67.1K

Event2026-06-30

Filed2026-07-14

VGK

VANGUARD INTL EQUITY INDEX F

4.30%

Shares60.5K

Event2026-06-30

Filed2026-07-14

QUANTA SVCS INC

-0.15%

Shares7.2K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

0.50%

Shares71.0K

Event2026-06-30

Filed2026-07-14

NTRA

NATERA INC

0.79%

Shares17.1K

Event2026-06-30

Filed2026-07-14

NAVN

NAVAN INC

New

Shares201.7K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

2.70%

Shares19.3K

Event2026-06-30

Filed2026-07-14

CLS

CELESTICA INC

-0.56%

Shares12.5K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

3.20%

Shares3.6K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

1.40%

Shares11.6K

Event2026-06-30

Filed2026-07-14

LIN

LINDE PLC

1.24%

Shares7.3K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

0.89%

Shares9.9K

Event2026-06-30

Filed2026-07-14

PHILIP MORRIS INTL INC

0.29%

Shares20.3K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.52%

Shares7.3K

Event2026-06-30

Filed2026-07-14

IQLT

ISHARES TR

0.67%

Shares71.2K

Event2026-06-30

Filed2026-07-14

TDG

TRANSDIGM GROUP INC

0.24%

Shares2.5K

Event2026-06-30

Filed2026-07-14

TEVA

TEVA PHARMACEUTICAL INDS LTD

2.10%

Shares95.1K

Event2026-06-30

Filed2026-07-14

IGV

ISHARES TR

7.58%

Shares34.6K

Event2026-06-30

Filed2026-07-14

XLV

SELECT SECTOR SPDR TR

-17.30%

Shares19.3K

Event2026-06-30

Filed2026-07-14

OMC

OMNICOM GROUP INC

-1.13%

Shares41.0K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

4.91%

Shares5.3K

Event2026-06-30

Filed2026-07-14

SPOTIFY TECHNOLOGY S A

-1.17%

Shares6.2K

Event2026-06-30

Filed2026-07-14

VYM

VANGUARD WHITEHALL FDS

1.01%

Shares17.0K

Event2026-06-30

Filed2026-07-14

MASTERCARD INCORPORATED

-4.75%

Shares5.2K

Event2026-06-30

Filed2026-07-14

S&P GLOBAL INC

-2.72%

Shares6.5K

Event2026-06-30

Filed2026-07-14

LIVE NATION ENTERTAINMENT IN

6.52%

Shares13.9K

Event2026-06-30

Filed2026-07-14

VWO

VANGUARD INTL EQUITY INDEX F

25.18%

Shares42.4K

Event2026-06-30

Filed2026-07-14

ISRG

INTUITIVE SURGICAL INC

0.02%

Shares6.4K

Event2026-06-30

Filed2026-07-14

XLF

SELECT SECTOR SPDR TR

3.73%

Shares46.1K

Event2026-06-30

Filed2026-07-14

CNQ

CANADIAN NAT RES LTD MED TER

0.15%

Shares62.5K

Event2026-06-30

Filed2026-07-14

EQT

EQT CORP

0.82%

Shares45.4K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

2.21%

Shares2.5K

Event2026-06-30

Filed2026-07-14

VPL

VANGUARD INTL EQUITY INDEX F

10.04%

Shares19.2K

Event2026-06-30

Filed2026-07-14

PHO

INVESCO EXCHANGE TRADED FD T

0.40%

Shares31.2K

Event2026-06-30

Filed2026-07-14

VYMI

VANGUARD WHITEHALL FDS

3.40%

Shares20.8K

Event2026-06-30

Filed2026-07-14

EFV

ISHARES TR

6.23%

Shares23.9K

Event2026-06-30

Filed2026-07-14

UBER

UBER TECHNOLOGIES INC

-2.50%

Shares24.9K

Event2026-06-30

Filed2026-07-14

VANGUARD INTL EQUITY INDEX F

2.05%

Shares11.2K

Event2026-06-30

Filed2026-07-14

MKC

MCCORMICK & CO INC

5.26%

Shares30.7K

Event2026-06-30

Filed2026-07-14

QQQM

INVESCO EXCH TRADED FD TR II

-0.49%

Shares5.1K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-14

EWJ

ISHARES INC

10.59%

Shares15.5K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

0.59%

Shares1.7K

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

4.17%

Shares5.2K

Event2026-06-30

Filed2026-07-14

VOE

VANGUARD INDEX FDS

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-14

VISA INC

7.26%

Shares3.5K

Event2026-06-30

Filed2026-07-14

VIGI

VANGUARD WHITEHALL FDS

1.64%

Shares12.1K

Event2026-06-30

Filed2026-07-14

VFVA

VANGUARD WELLINGTON FD

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-14

PFF

ISHARES TR

-7.81%

Shares33.7K

Event2026-06-30

Filed2026-07-14

JPIE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares21.7K

Event2026-06-30

Filed2026-07-14

BOEING CO

1.29%

Shares4.6K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

-0.21%

Shares929

Event2026-06-30

Filed2026-07-14

XLI

SELECT SECTOR SPDR TR

9.90%

Shares5.3K

Event2026-06-30

Filed2026-07-14

XLY

SELECT SECTOR SPDR TR

10.10%

Shares8.2K

Event2026-06-30

Filed2026-07-14

EEM

ISHARES TR

6.12%

Shares13.9K

Event2026-06-30

Filed2026-07-14

XOP

SPDR SERIES TRUST

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-14

XLC

SELECT SECTOR SPDR TR

15.64%

Shares8.3K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-14

EWX

SPDR INDEX SHS FDS

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-14

VTV

VANGUARD INDEX FDS

3.38%

Shares3.4K

Event2026-06-30

Filed2026-07-14

LQD

ISHARES TR

-0.23%

Shares6.6K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

LMT

LOCKHEED MARTIN CORP

4.01%

Shares1.4K

Event2026-06-30

Filed2026-07-14

EMB

ISHARES TR

1.21%

Shares7.1K

Event2026-06-30

Filed2026-07-14

IEF

ISHARES TR

3.19%

Shares7.0K

Event2026-06-30

Filed2026-07-14

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-14

IBB

ISHARES TR

3.24%

Shares3.2K

Event2026-06-30

Filed2026-07-14

J P MORGAN EXCHANGE TRADED F

-7.08%

Shares9.8K

Event2026-06-30

Filed2026-07-14

DEM

WISDOMTREE TR

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-14

DSI

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

-1.73%

Shares4.1K

Event2026-06-30

Filed2026-07-14

MORGAN STANLEY

-0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-14

FLOT

ISHARES TR

17.60%

Shares10.8K

Event2026-06-30

Filed2026-07-14

JEPI

J P MORGAN EXCHANGE TRADED F

-28.32%

Shares9.6K

Event2026-06-30

Filed2026-07-14

XLP

SELECT SECTOR SPDR TR

13.50%

Shares5.9K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

8.00%

Shares1.3K

Event2026-06-30

Filed2026-07-14

SPLV

INVESCO EXCH TRADED FD TR II

-2.80%

Shares6.1K

Event2026-06-30

Filed2026-07-14

ISHARES TR

7.18%

Shares597

Event2026-06-30

Filed2026-07-14

SBUX

STARBUCKS CORP

0.42%

Shares4.3K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-14

KLAC

KLA CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-14

VNQ

VANGUARD INDEX FDS

-1.30%

Shares3.8K

Event2026-06-30

Filed2026-07-14

SELECT SECTOR SPDR TR

2.31%

Shares8.0K

Event2026-06-30

Filed2026-07-14

SCZ

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-14

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-14

DIS

DISNEY WALT CO

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-14

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares550

Event2026-06-30

Filed2026-07-14

DES

WISDOMTREE TR

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-14

SPYX

SPDR SERIES TRUST

-8.99%

Shares4.3K

Event2026-06-30

Filed2026-07-14

EFA

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-14

BND

VANGUARD BD INDEX FDS

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-14

XLB

SELECT SECTOR SPDR TR

2.33%

Shares4.8K

Event2026-06-30

Filed2026-07-14

IWR

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-14

VWOB

VANGUARD WHITEHALL FDS

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-14

GBDC

GOLUB CAP BDC INC

New

Shares18.3K

Event2026-06-30

Filed2026-07-14

FLRN

SPDR SERIES TRUST

New

Shares7.5K

Event2026-06-30

Filed2026-07-14

EWA

ISHARES INC

1.24%

Shares8.1K

Event2026-06-30

Filed2026-07-14

HUBB

HUBBELL INC

4.58%

Shares434

Event2026-06-30

Filed2026-07-14

IVOO

VANGUARD ADMIRAL FDS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-14

MCD

MCDONALDS CORP

1.97%

Shares830

Event2026-06-30

Filed2026-07-14

VXUS

VANGUARD STAR FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-14

OEF

ISHARES TR

New

Shares600

Event2026-06-30

Filed2026-07-14

ALIBABA GROUP HLDG LTD

14.87%

Shares2.2K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available