Sponsored
The Analysis of Roundview Capital LLC's Holdings & P&L
Currently, Roundview Capital LLC holds 340 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in VBIL (+154.3K shares, valued at $11.7M), MSFT (+11.8K shares, valued at $4.4M), TYL (+8.6K shares, valued at $2.9M); decreased their positions in N/A (-14.5K shares, valued at $6.9M), FTNT (-25.4K shares, valued at $2.1M), ADP (-8.4K shares, valued at $1.7M); initiated new positions in VBIL (+154.3K shares, valued at $11.7M), TYL (+8.6K shares, valued at $2.9M), MPWR (+1.9K shares, valued at $2.1M).
1M P&L
+32.2M+2.30%
3M P&L
-8.3M-0.58%
HY P&L
+43.9M+3.17%
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/A542.0M
41.0%
2Consumer Electronics73.3M
5.6%
3Semiconductors68.6M
5.2%
Top Industries by Stock Count
1N/A116 stocks
37.3%
2Software - Application9 stocks
2.9%
3Drug Manufacturers - General8 stocks
2.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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AAPL
-0.51%APPLE INC
Shares288.9K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
0.20%ALPHABET INC
Shares250.0K
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY INC DEL
-9.99%BERKSHIRE HATHAWAY INC DEL
Shares130.5K
Event2026-03-31
Filed2026-05-08
VANGUARD INDEX FDS
1.24%VANGUARD INDEX FDS
Shares98.3K
Event2026-03-31
Filed2026-05-08
MSFT
8.35%MICROSOFT CORP
Shares153.1K
Event2026-03-31
Filed2026-05-08
AMZN
1.27%AMAZON COM INC
Shares213.0K
Event2026-03-31
Filed2026-05-08
SCHB
-0.61%SCHWAB STRATEGIC TR
Shares1.7M
Event2026-03-31
Filed2026-05-08
VTI
1.40%VANGUARD INDEX FDS
Shares109.2K
Event2026-03-31
Filed2026-05-08
INVESCO QQQ TR
1.18%INVESCO QQQ TR
Shares57.8K
Event2026-03-31
Filed2026-05-08
VGIT
1.84%VANGUARD SCOTTSDALE FDS
Shares500.6K
Event2026-03-31
Filed2026-05-08
NVDA
-0.17%NVIDIA CORPORATION
Shares168.6K
Event2026-03-31
Filed2026-05-08
BIV
4.70%VANGUARD BD INDEX FDS
Shares373.3K
Event2026-03-31
Filed2026-05-08
TSM
-0.62%TAIWAN SEMICONDUCTOR MANUFAC
Shares76.7K
Event2026-03-31
Filed2026-05-08
META
0.55%META PLATFORMS INC
Shares38.0K
Event2026-03-31
Filed2026-05-08
MA
-3.27%MASTERCARD INCORPORATED
Shares39.2K
Event2026-03-31
Filed2026-05-08
V
8.41%VISA INC
Shares60.5K
Event2026-03-31
Filed2026-05-08
JPM
-0.60%JPMORGAN CHASE & CO
Shares61.7K
Event2026-03-31
Filed2026-05-08
COST
0.17%COSTCO WHOLESALE CORPORATION
Shares18.1K
Event2026-03-31
Filed2026-05-08
BIL
-2.65%SPDR SERIES TRUST
Shares195.9K
Event2026-03-31
Filed2026-05-08
BND
6.40%VANGUARD BD INDEX FDS
Shares243.2K
Event2026-03-31
Filed2026-05-08
IGIB
3.69%ISHARES TR
Shares322.1K
Event2026-03-31
Filed2026-05-08
JNJ
0.63%JOHNSON & JOHNSON
Shares69.9K
Event2026-03-31
Filed2026-05-08
VCIT
6.98%VANGUARD SCOTTSDALE FDS
Shares200.3K
Event2026-03-31
Filed2026-05-08
WMT
-1.41%WALMART INC
Shares117.3K
Event2026-03-31
Filed2026-05-08
VO
3.36%VANGUARD INDEX FDS
Shares46.8K
Event2026-03-31
Filed2026-05-08
PGR
4.26%PROGRESSIVE CORP
Shares67.4K
Event2026-03-31
Filed2026-05-08
QQQM
3.44%INVESCO EXCH TRADED FD TR II
Shares53.3K
Event2026-03-31
Filed2026-05-08
AGG
4.44%ISHARES TR
Shares119.7K
Event2026-03-31
Filed2026-05-08
CAT
-0.99%CATERPILLAR INC
Shares16.8K
Event2026-03-31
Filed2026-05-08
VBIL
NewVANGUARD INSTL INDEX FD
Shares154.3K
Event2026-03-31
Filed2026-05-08
VCSH
3.33%VANGUARD SCOTTSDALE FDS
Shares145.1K
Event2026-03-31
Filed2026-05-08
FAST
1.40%FASTENAL CO
Shares247.3K
Event2026-03-31
Filed2026-05-08
VEA
1.98%VANGUARD TAX-MANAGED FDS
Shares176.8K
Event2026-03-31
Filed2026-05-08
IVV
-1.70%ISHARES TR
Shares17.1K
Event2026-03-31
Filed2026-05-08
VDE
1.68%VANGUARD WORLD FD
Shares64.0K
Event2026-03-31
Filed2026-05-08
VGSH
3.14%VANGUARD SCOTTSDALE FDS
Shares186.2K
Event2026-03-31
Filed2026-05-08
MCD
1.50%MCDONALDS CORP
Shares33.5K
Event2026-03-31
Filed2026-05-08
XLK
4.58%SELECT SECTOR SPDR TR
Shares74.1K
Event2026-03-31
Filed2026-05-08
SPY
-2.07%STATE STR SPDR S&P 500 ETF T
Shares15.1K
Event2026-03-31
Filed2026-05-08
ASML
5.93%ASML HLDG NV
Shares7.2K
Event2026-03-31
Filed2026-05-08
ISRG
3.38%INTUITIVE SURGICAL INC
Shares19.1K
Event2026-03-31
Filed2026-05-08
SPIB
3.55%SPDR SERIES TRUST
Shares255.3K
Event2026-03-31
Filed2026-05-08
CSL
0.89%CARLISLE COS INC
Shares25.4K
Event2026-03-31
Filed2026-05-08
VWO
18.83%VANGUARD INTL EQUITY INDEX F
Shares155.5K
Event2026-03-31
Filed2026-05-08
ATLANTA BRAVES HLDGS INC
-0.82%ATLANTA BRAVES HLDGS INC
Shares176.1K
Event2026-03-31
Filed2026-05-08
SCHO
-4.65%SCHWAB STRATEGIC TR
Shares339.4K
Event2026-03-31
Filed2026-05-08
BROADCOM INC
50.81%BROADCOM INC
Shares26.6K
Event2026-03-31
Filed2026-05-08
VB
2.08%VANGUARD INDEX FDS
Shares30.8K
Event2026-03-31
Filed2026-05-08
GS
-4.33%GOLDMAN SACHS GROUP INC
Shares9.4K
Event2026-03-31
Filed2026-05-08
VTIP
-2.49%VANGUARD MALVERN FDS
Shares154.7K
Event2026-03-31
Filed2026-05-08
AXP
0.20%AMERICAN EXPRESS CO
Shares24.7K
Event2026-03-31
Filed2026-05-08
IEFA
6.88%ISHARES TR
Shares82.5K
Event2026-03-31
Filed2026-05-08
MU
13.22%MICRON TECHNOLOGY INC
Shares20.5K
Event2026-03-31
Filed2026-05-08
ORLY
1.00%OREILLY AUTOMOTIVE INC
Shares74.0K
Event2026-03-31
Filed2026-05-08
HEI
0.05%HEICO CORP NEW
Shares24.9K
Event2026-03-31
Filed2026-05-08
VXUS
8.45%VANGUARD STAR FDS
Shares86.9K
Event2026-03-31
Filed2026-05-08
MOAT
-0.54%VANECK ETF TRUST
Shares69.0K
Event2026-03-31
Filed2026-05-08
LLY
-0.67%ELI LILLY & CO
Shares7.2K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
2.28%ALPHABET INC
Shares22.6K
Event2026-03-31
Filed2026-05-08
ABBV
1.23%ABBVIE INC
Shares29.8K
Event2026-03-31
Filed2026-05-08
MCK
-1.12%MCKESSON CORP
Shares7.3K
Event2026-03-31
Filed2026-05-08
XLE
-2.95%SELECT SECTOR SPDR TR
Shares102.3K
Event2026-03-31
Filed2026-05-08
MSI
2.39%MOTOROLA SOLUTIONS INC
Shares14.4K
Event2026-03-31
Filed2026-05-08
SPTM
2.12%SPDR SERIES TRUST
Shares78.5K
Event2026-03-31
Filed2026-05-08
NFLX
1.51%NETFLIX INC.
Shares62.8K
Event2026-03-31
Filed2026-05-08
MKL
0.22%MARKEL GROUP INC
Shares3.2K
Event2026-03-31
Filed2026-05-08
XLC
0.43%SELECT SECTOR SPDR TR
Shares52.0K
Event2026-03-31
Filed2026-05-08
MCO
7.23%MOODYS CORP
Shares12.8K
Event2026-03-31
Filed2026-05-08
CPRT
-7.53%COPART INC
Shares168.7K
Event2026-03-31
Filed2026-05-08
RTX
2.16%RTX CORPORATION
Shares28.8K
Event2026-03-31
Filed2026-05-08
IGSB
0.45%ISHARES TR
Shares99.0K
Event2026-03-31
Filed2026-05-08
NVR
6.21%NVR INC
Shares787
Event2026-03-31
Filed2026-05-08
SHW
2.82%SHERWIN WILLIAMS CO
Shares16.1K
Event2026-03-31
Filed2026-05-08
XBI
34.30%SPDR SERIES TRUST
Shares40.4K
Event2026-03-31
Filed2026-05-08
PG
-4.75%PROCTER & GAMBLE CO
Shares35.6K
Event2026-03-31
Filed2026-05-08
TJX
5.21%TJX COS INC NEW
Shares31.9K
Event2026-03-31
Filed2026-05-08
MERCK & CO INC
1.27%MERCK & CO INC
Shares41.9K
Event2026-03-31
Filed2026-05-08
AME
2.16%AMETEK INC
Shares22.9K
Event2026-03-31
Filed2026-05-08
HD
1.19%HOME DEPOT INC
Shares14.7K
Event2026-03-31
Filed2026-05-08
XLU
0.55%SELECT SECTOR SPDR TR
Shares104.5K
Event2026-03-31
Filed2026-05-08
INVESCO EXCHANGE TRADED FD T
1.08%INVESCO EXCHANGE TRADED FD T
Shares25.0K
Event2026-03-31
Filed2026-05-08
ODFL
0.85%OLD DOMINION FREIGHT LINE IN
Shares23.6K
Event2026-03-31
Filed2026-05-08
APH
0.43%AMPHENOL CORP
Shares36.0K
Event2026-03-31
Filed2026-05-08
VEU
20.71%VANGUARD INTL EQUITY INDEX F
Shares59.4K
Event2026-03-31
Filed2026-05-08
URI
1.66%UNITED RENTALS INC
Shares6.1K
Event2026-03-31
Filed2026-05-08
BN
0.45%BROOKFIELD CORP
Shares107.3K
Event2026-03-31
Filed2026-05-08
BAC
-0.82%BANK AMERICA CORP
Shares88.8K
Event2026-03-31
Filed2026-05-08
ORCL
59.18%ORACLE CORP
Shares28.6K
Event2026-03-31
Filed2026-05-08
SCHD
2.50%SCHWAB STRATEGIC TR
Shares135.9K
Event2026-03-31
Filed2026-05-08
CVX
-4.86%CHEVRON CORPORATION
Shares20.0K
Event2026-03-31
Filed2026-05-08
SCHM
0.78%SCHWAB STRATEGIC TR
Shares131.7K
Event2026-03-31
Filed2026-05-08
HYG
1.87%ISHARES TR
Shares50.9K
Event2026-03-31
Filed2026-05-08
MSCI
0.04%MSCI INC
Shares7.4K
Event2026-03-31
Filed2026-05-08
PEP
-1.61%PEPSICO INC
Shares24.9K
Event2026-03-31
Filed2026-05-08
VLO
-3.87%VALERO ENERGY CORP
Shares15.4K
Event2026-03-31
Filed2026-05-08
SCHW
26.50%SCHWAB CHARLES CORP
Shares39.9K
Event2026-03-31
Filed2026-05-08
TSCO
-1.17%TRACTOR SUPPLY CO
Shares82.2K
Event2026-03-31
Filed2026-05-08
TDG
1.81%TRANSDIGM GROUP INC
Shares3.2K
Event2026-03-31
Filed2026-05-08
VV
0.13%VANGUARD INDEX FDS
Shares12.3K
Event2026-03-31
Filed2026-05-08
ISHARES GOLD TR
1.89%ISHARES GOLD TR
Shares41.7K
Event2026-03-31
Filed2026-05-08
SPTS
-0.44%SPDR SERIES TRUST
Shares124.5K
Event2026-03-31
Filed2026-05-08
AMAT
-0.48%APPLIED MATLS INC
Shares10.6K
Event2026-03-31
Filed2026-05-08
ARISTA NETWORKS INC
1.06%ARISTA NETWORKS INC
Shares28.8K
Event2026-03-31
Filed2026-05-08
UNH
-27.73%UNITEDHEALTH GROUP INC
Shares13.0K
Event2026-03-31
Filed2026-05-08
AZO
7.41%AUTOZONE INC
Shares1.0K
Event2026-03-31
Filed2026-05-08
TKO
0.46%TKO GROUP HOLDINGS INC
Shares17.1K
Event2026-03-31
Filed2026-05-08
SPGI
-16.17%S&P GLOBAL INC
Shares8.0K
Event2026-03-31
Filed2026-05-08
LINDE PLC
203.64%LINDE PLC
Shares6.8K
Event2026-03-31
Filed2026-05-08
CNQ
6.26%CANADIAN NAT RES LTD MED TER
Shares68.4K
Event2026-03-31
Filed2026-05-08
DGT
-0.09%SPDR SERIES TRUST
Shares19.3K
Event2026-03-31
Filed2026-05-08
GLD
-10.44%SPDR GOLD TR
Shares7.5K
Event2026-03-31
Filed2026-05-08
UNP
-28.67%UNION PAC CORP
Shares13.3K
Event2026-03-31
Filed2026-05-08
SCHX
-2.09%SCHWAB STRATEGIC TR
Shares122.9K
Event2026-03-31
Filed2026-05-08
VIG
2.36%VANGUARD SPECIALIZED FUNDS
Shares14.4K
Event2026-03-31
Filed2026-05-08
EATON CORP PLC
10.33%EATON CORP PLC
Shares8.6K
Event2026-03-31
Filed2026-05-08
HON
-1.28%HONEYWELL INTL INC
Shares13.3K
Event2026-03-31
Filed2026-05-08
WCN
2.21%WASTE CONNECTIONS INC
Shares18.3K
Event2026-03-31
Filed2026-05-08
TXN
1.62%TEXAS INSTRS INC
Shares15.1K
Event2026-03-31
Filed2026-05-08
TYL
NewTYLER TECHNOLOGIES INC
Shares8.6K
Event2026-03-31
Filed2026-05-08
VXF
-2.94%VANGUARD INDEX FDS
Shares14.2K
Event2026-03-31
Filed2026-05-08
BKNG
-7.49%BOOKING HOLDINGS INC
Shares679
Event2026-03-31
Filed2026-05-08
ADP
-38.27%AUTOMATIC DATA PROCESSING IN
Shares13.6K
Event2026-03-31
Filed2026-05-08
LMT
-0.96%LOCKHEED MARTIN CORP
Shares4.5K
Event2026-03-31
Filed2026-05-08
KO
2.72%COCA COLA CO
Shares35.9K
Event2026-03-31
Filed2026-05-08
FICO
7.21%FAIR ISAAC CORP
Shares2.5K
Event2026-03-31
Filed2026-05-08
VYM
-1.80%VANGUARD WHITEHALL FDS
Shares17.9K
Event2026-03-31
Filed2026-05-08
CB
-2.49%CHUBB LTD SWITZ
Shares8.1K
Event2026-03-31
Filed2026-05-08
DHR
-1.78%DANAHER CORP DEL
Shares14.0K
Event2026-03-31
Filed2026-05-08
EWJ
-2.76%ISHARES INC
Shares31.3K
Event2026-03-31
Filed2026-05-08
LIBERTY MEDIA CORP DEL
-1.77%LIBERTY MEDIA CORP DEL
Shares33.4K
Event2026-03-31
Filed2026-05-08
IWN
-1.70%ISHARES TR
Shares13.7K
Event2026-03-31
Filed2026-05-08
JBL
0.10%JABIL INC
Shares9.7K
Event2026-03-31
Filed2026-05-08
BSV
3.30%VANGUARD BD INDEX FDS
Shares32.4K
Event2026-03-31
Filed2026-05-08
SCHF
0.34%SCHWAB STRATEGIC TR
Shares102.1K
Event2026-03-31
Filed2026-05-08
DE
-7.25%DEERE & CO
Shares4.5K
Event2026-03-31
Filed2026-05-08
TT
2.60%TRANE TECHNOLOGIES PLC
Shares5.8K
Event2026-03-31
Filed2026-05-08
LOW
0.62%LOWES COS INC
Shares10.2K
Event2026-03-31
Filed2026-05-08
APG
0.00%API GROUP CORP
Shares58.7K
Event2026-03-31
Filed2026-05-08
TFII
1.44%TRANSFORCE INC
Shares21.6K
Event2026-03-31
Filed2026-05-08
BAH
-12.31%BOOZ ALLEN HAMILTON HLDG COR
Shares29.8K
Event2026-03-31
Filed2026-05-08
ROST
-2.85%ROSS STORES INC
Shares10.6K
Event2026-03-31
Filed2026-05-08
GHC
0.00%GRAHAM HLDGS CO
Shares2.1K
Event2026-03-31
Filed2026-05-08
XOM
-13.70%EXXON MOBIL CORP
Shares13.2K
Event2026-03-31
Filed2026-05-08
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares3
Event2026-03-31
Filed2026-05-08
PRINCETON BANCORP INC
2.75%PRINCETON BANCORP INC
Shares63.6K
Event2026-03-31
Filed2026-05-08
VBR
-1.52%VANGUARD INDEX FDS
Shares9.9K
Event2026-03-31
Filed2026-05-08
NKE
-9.53%NIKE INC
Shares40.5K
Event2026-03-31
Filed2026-05-08
MPWR
NewMONOLITHIC PWR SYS INC
Shares1.9K
Event2026-03-31
Filed2026-05-08
STIP
0.57%ISHARES TR
Shares20.3K
Event2026-03-31
Filed2026-05-08
TPL
NewTEXAS PACIFIC LAND CORPORATI
Shares4.4K
Event2026-03-31
Filed2026-05-08
GWW
-0.48%WW GRAINGER INC
Shares1.9K
Event2026-03-31
Filed2026-05-08
SHY
17.20%ISHARES TR
Shares24.0K
Event2026-03-31
Filed2026-05-08
CRM
-6.85%SALESFORCE INC
Shares10.4K
Event2026-03-31
Filed2026-05-08
BSCR
0.00%INVESCO EXCH TRD SLF IDX FD
Shares97.8K
Event2026-03-31
Filed2026-05-08
BR
-12.09%BROADRIDGE FINL SOLUTIONS IN
Shares11.7K
Event2026-03-31
Filed2026-05-08
SGOV
0.00%ISHARES TR
Shares18.8K
Event2026-03-31
Filed2026-05-08
LQD
0.04%ISHARES TR
Shares17.0K
Event2026-03-31
Filed2026-05-08
HLT
0.77%HILTON WORLDWIDE HLDGS INC
Shares6.1K
Event2026-03-31
Filed2026-05-08
SCHV
759.77%SCHWAB STRATEGIC TR
Shares60.3K
Event2026-03-31
Filed2026-05-08
TMO
2.03%THERMO FISHER SCIENTIFIC INC
Shares3.7K
Event2026-03-31
Filed2026-05-08
GEV
218.79%GE VERNOVA INC
Shares2.1K
Event2026-03-31
Filed2026-05-08
VNQ
5.30%VANGUARD INDEX FDS
Shares19.9K
Event2026-03-31
Filed2026-05-08
GE AEROSPACE
34.39%GE AEROSPACE
Shares6.2K
Event2026-03-31
Filed2026-05-08
DIA
-0.66%STATE STR SPDR DOW JONES IND
Shares3.8K
Event2026-03-31
Filed2026-05-08
IWR
0.00%ISHARES TR
Shares17.7K
Event2026-03-31
Filed2026-05-08
DECK
-0.28%DECKERS OUTDOOR CORP
Shares17.0K
Event2026-03-31
Filed2026-05-08
SYY
-5.92%SYSCO CORP
Shares23.7K
Event2026-03-31
Filed2026-05-08
MTD
-0.83%METTLER TOLEDO INTERNATIONAL
Shares1.3K
Event2026-03-31
Filed2026-05-08
INTU
11.52%INTUIT
Shares3.8K
Event2026-03-31
Filed2026-05-08
DFAC
0.25%DIMENSIONAL ETF TRUST
Shares42.4K
Event2026-03-31
Filed2026-05-08
DIS
-11.47%DISNEY WALT CO
Shares17.0K
Event2026-03-31
Filed2026-05-08
IWB
0.00%ISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-05-08
BSCS
0.00%INVESCO EXCH TRD SLF IDX FD
Shares79.6K
Event2026-03-31
Filed2026-05-08
TCHP
0.33%T ROWE PRICE ETF INC
Shares36.6K
Event2026-03-31
Filed2026-05-08
HUBS
NewHUBSPOT INC
Shares6.6K
Event2026-03-31
Filed2026-05-08
LH
-0.82%LABCORP HOLDINGS INC
Shares5.9K
Event2026-03-31
Filed2026-05-08
SPMD
0.91%SPDR SERIES TRUST
Shares26.0K
Event2026-03-31
Filed2026-05-08
IXUS
2.48%ISHARES TR
Shares17.7K
Event2026-03-31
Filed2026-05-08
TRV
-0.66%TRAVELERS COMPANIES INC
Shares5.2K
Event2026-03-31
Filed2026-05-08
CSX
-8.58%CSX CORP
Shares36.8K
Event2026-03-31
Filed2026-05-08
SCHE
5.10%SCHWAB STRATEGIC TR
Shares44.5K
Event2026-03-31
Filed2026-05-08
TROW
-1.80%PRICE T ROWE GROUP INC
Shares16.2K
Event2026-03-31
Filed2026-05-08
DGX
0.00%QUEST DIAGNOSTICS INC
Shares7.4K
Event2026-03-31
Filed2026-05-08
NEE
0.84%NEXTERA ENERGY INC
Shares15.6K
Event2026-03-31
Filed2026-05-08
FLOT
-6.34%ISHARES TR
Shares27.7K
Event2026-03-31
Filed2026-05-08
NSC
-16.64%NORFOLK SOUTHN CORP
Shares4.9K
Event2026-03-31
Filed2026-05-08
RACE
-39.66%FERRARI N V
Shares4.2K
Event2026-03-31
Filed2026-05-08
VTWV
-0.92%VANGUARD SCOTTSDALE FDS
Shares8.4K
Event2026-03-31
Filed2026-05-08
LII
-1.07%LENNOX INTL INC
Shares3.0K
Event2026-03-31
Filed2026-05-08
CSCO
-1.19%CISCO SYS INC
Shares17.7K
Event2026-03-31
Filed2026-05-08
IBM
46.03%INTERNATIONAL BUSINESS MACHS
Shares5.6K
Event2026-03-31
Filed2026-05-08
SHOP
1.04%SHOPIFY INC
Shares11.1K
Event2026-03-31
Filed2026-05-08
ABT
2.88%ABBOTT LABORATORIES
Shares12.6K
Event2026-03-31
Filed2026-05-08
FTNT
-61.73%FORTINET INC
Shares15.8K
Event2026-03-31
Filed2026-05-08
NVO
-4.21%NOVO-NORDISK A S
Shares34.9K
Event2026-03-31
Filed2026-05-08
VT
9.43%VANGUARD INTL EQUITY INDEX F
Shares9.2K
Event2026-03-31
Filed2026-05-08
IEMG
1.59%ISHARES INC
Shares17.4K
Event2026-03-31
Filed2026-05-08
WST
25.79%WEST PHARMACEUTICAL SVSC INC
Shares4.8K
Event2026-03-31
Filed2026-05-08
SYK
-19.73%STRYKER CORPORATION
Shares3.6K
Event2026-03-31
Filed2026-05-08
SPSB
-15.97%SPDR SERIES TRUST
Shares38.8K
Event2026-03-31
Filed2026-05-08
MSGS
5.06%MADISON SQUARE GRDN SPRT COR
Shares3.6K
Event2026-03-31
Filed2026-05-08
BA
72.41%BOEING CO
Shares5.8K
Event2026-03-31
Filed2026-05-08
IJR
-4.38%ISHARES TR
Shares9.3K
Event2026-03-31
Filed2026-05-08
PLTR
-30.58%PALANTIR TECHNOLOGIES INC
Shares7.7K
Event2026-03-31
Filed2026-05-08
XLB
0.00%SELECT SECTOR SPDR TR
Shares22.4K
Event2026-03-31
Filed2026-05-08
BSCQ
0.00%INVESCO EXCH TRD SLF IDX FD
Shares56.5K
Event2026-03-31
Filed2026-05-08
BRO
-29.68%BROWN & BROWN INC
Shares16.6K
Event2026-03-31
Filed2026-05-08
AMD
3.08%ADVANCED MICRO DEVICES INC
Shares5.3K
Event2026-03-31
Filed2026-05-08
WINA
-6.02%WINMARK CORP
Shares2.4K
Event2026-03-31
Filed2026-05-08
PLD
0.25%PROLOGIS INC.
Shares7.7K
Event2026-03-31
Filed2026-05-08
SCHA
3.55%SCHWAB STRATEGIC TR
Shares34.7K
Event2026-03-31
Filed2026-05-08
DFAT
0.00%DIMENSIONAL ETF TRUST
Shares16.2K
Event2026-03-31
Filed2026-05-08
IWM
23.65%ISHARES TR
Shares4.0K
Event2026-03-31
Filed2026-05-08
VUG
1.43%VANGUARD INDEX FDS
Shares2.3K
Event2026-03-31
Filed2026-05-08
AAON
NewAAON INC
Shares11.7K
Event2026-03-31
Filed2026-05-08
CVS
NewCVS HEALTH CORP
Shares13.3K
Event2026-03-31
Filed2026-05-08
CBZ
-2.47%CBIZ INC
Shares35.5K
Event2026-03-31
Filed2026-05-08
MDLZ
-2.80%MONDELEZ INTL INC
Shares16.5K
Event2026-03-31
Filed2026-05-08
MUB
4.82%ISHARES TR
Shares8.7K
Event2026-03-31
Filed2026-05-08
BLACKROCK INC
-1.66%BLACKROCK INC
Shares948
Event2026-03-31
Filed2026-05-08
IEF
-5.18%ISHARES TR
Shares9.3K
Event2026-03-31
Filed2026-05-08
CHD
-10.85%CHURCH & DWIGHT CO INC
Shares9.2K
Event2026-03-31
Filed2026-05-08
SCHZ
1.67%SCHWAB STRATEGIC TR
Shares36.0K
Event2026-03-31
Filed2026-05-08
SO
0.18%SOUTHERN CO
Shares8.5K
Event2026-03-31
Filed2026-05-08
ITOT
42.06%ISHARES TR
Shares5.8K
Event2026-03-31
Filed2026-05-08
TSLA
28.07%TESLA INC
Shares2.1K
Event2026-03-31
Filed2026-05-08
WSO
NewWATSCO INC
Shares2.2K
Event2026-03-31
Filed2026-05-08
UPS
-6.92%UNITED PARCEL SVCS INC
Shares8.0K
Event2026-03-31
Filed2026-05-08
WTM
0.00%WHITE MTNS INS GROUP LTD
Shares358
Event2026-03-31
Filed2026-05-08
DFAI
0.01%DIMENSIONAL ETF TRUST
Shares19.8K
Event2026-03-31
Filed2026-05-08
MS
4.42%MORGAN STANLEY
Shares4.7K
Event2026-03-31
Filed2026-05-08
GATX
NewGATX CORP
Shares4.5K
Event2026-03-31
Filed2026-05-08
IBKR
72.19%INTERACTIVE BROKERS GROUP IN
Shares11.4K
Event2026-03-31
Filed2026-05-08
SATS
59.26%ECHOSTAR CORP
Shares6.5K
Event2026-03-31
Filed2026-05-08
DUKE ENERGY CORP NEW
-5.64%DUKE ENERGY CORP NEW
Shares5.7K
Event2026-03-31
Filed2026-05-08
GLW
2.37%CORNING INC
Shares5.4K
Event2026-03-31
Filed2026-05-08
VTEB
1.49%VANGUARD MUN BD FDS
Shares14.5K
Event2026-03-31
Filed2026-05-08
FIX
9.49%COMFORT SYS USA INC
Shares519
Event2026-03-31
Filed2026-05-08
MMM
-1.88%3M CO
Shares4.9K
Event2026-03-31
Filed2026-05-08
HSY
-0.69%HERSHEY CO
Shares3.3K
Event2026-03-31
Filed2026-05-08
SSD
18.82%SIMPSON MFG INC
Shares3.9K
Event2026-03-31
Filed2026-05-08
EQIX
0.44%EQUINIX INC
Shares681
Event2026-03-31
Filed2026-05-08
MUSA
2.32%MURPHY USA INC
Shares1.3K
Event2026-03-31
Filed2026-05-08
PFE
-15.51%PFIZER INC
Shares22.5K
Event2026-03-31
Filed2026-05-08
BLV
0.00%VANGUARD BD INDEX FDS
Shares9.1K
Event2026-03-31
Filed2026-05-08
SCHH
0.95%SCHWAB STRATEGIC TR
Shares29.0K
Event2026-03-31
Filed2026-05-08
KVUE
-3.89%KENVUE INC
Shares35.1K
Event2026-03-31
Filed2026-05-08
EEM
NewISHARES TR
Shares10.6K
Event2026-03-31
Filed2026-05-08
LAM RESEARCH CORP
-1.89%LAM RESEARCH CORP
Shares2.8K
Event2026-03-31
Filed2026-05-08
DFIV
0.00%DIMENSIONAL ETF TRUST
Shares11.3K
Event2026-03-31
Filed2026-05-08
SCHJ
-0.66%SCHWAB STRATEGIC TR
Shares23.7K
Event2026-03-31
Filed2026-05-08
POOL
NewPOOL CORP
Shares2.8K
Event2026-03-31
Filed2026-05-08
IJH
0.00%ISHARES TR
Shares8.3K
Event2026-03-31
Filed2026-05-08
PSX
-9.89%PHILLIPS 66
Shares3.1K
Event2026-03-31
Filed2026-05-08
TTWO
-41.96%TAKE-TWO INTERACTIVE SOFTWAR
Shares2.8K
Event2026-03-31
Filed2026-05-08
MGK
0.00%VANGUARD WORLD FD
Shares1.5K
Event2026-03-31
Filed2026-05-08
RLI
NewRLI CORP
Shares9.5K
Event2026-03-31
Filed2026-05-08
BLDR
NewBUILDERS FIRSTSOURCE INC
Shares6.6K
Event2026-03-31
Filed2026-05-08
AJG
3.69%GALLAGHER ARTHUR J & CO
Shares2.5K
Event2026-03-31
Filed2026-05-08
VHT
0.00%VANGUARD WORLD FD
Shares1.9K
Event2026-03-31
Filed2026-05-08
FND
65.85%FLOOR & DECOR HLDGS INC
Shares10.2K
Event2026-03-31
Filed2026-05-08
GOVT
0.00%ISHARES TR
Shares22.5K
Event2026-03-31
Filed2026-05-08
BLACKSTONE INC
53.88%BLACKSTONE INC
Shares4.5K
Event2026-03-31
Filed2026-05-08
PM
10.35%PHILIP MORRIS INTL INC
Shares3.0K
Event2026-03-31
Filed2026-05-08
USFR
0.00%WISDOMTREE TR
Shares9.9K
Event2026-03-31
Filed2026-05-08
VOOV
0.00%VANGUARD ADMIRAL FDS INC
Shares2.4K
Event2026-03-31
Filed2026-05-08
UNILEVER PLC
-10.78%UNILEVER PLC
Shares8.5K
Event2026-03-31
Filed2026-05-08
WAB
-2.27%WABTEC
Shares1.9K
Event2026-03-31
Filed2026-05-08
AVB
-7.01%AVALONBAY CMNTYS INC
Shares3.0K
Event2026-03-31
Filed2026-05-08
BSCT
0.00%INVESCO EXCH TRD SLF IDX FD
Shares25.3K
Event2026-03-31
Filed2026-05-08
BSCU
0.00%INVESCO EXCH TRD SLF IDX FD
Shares28.1K
Event2026-03-31
Filed2026-05-08
AXON
-7.09%AXON ENTERPRISE INC
Shares1.0K
Event2026-03-31
Filed2026-05-08
AMT
-7.52%AMERICAN TOWER CORP
Shares2.5K
Event2026-03-31
Filed2026-05-08
SDY
-0.03%SPDR SERIES TRUST
Shares3.0K
Event2026-03-31
Filed2026-05-08
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares9.1K
Event2026-03-31
Filed2026-05-08
FDX
0.50%FEDEX CORP
Shares1.2K
Event2026-03-31
Filed2026-05-08
NVS
-0.15%NOVARTIS AG
Shares2.7K
Event2026-03-31
Filed2026-05-08
BMY
-14.36%BRISTOL-MYERS SQUIBB CO
Shares6.7K
Event2026-03-31
Filed2026-05-08
UBS
-9.04%UBS GROUP AG
Shares10.1K
Event2026-03-31
Filed2026-05-08
CTSH
-1.39%COGNIZANT TECHNOLOGY SOLUTIO
Shares6.4K
Event2026-03-31
Filed2026-05-08
OKE
NewONEOK INC NEW
Shares4.2K
Event2026-03-31
Filed2026-05-08
CTAS
-52.81%CINTAS CORP
Shares2.2K
Event2026-03-31
Filed2026-05-08
DFUV
0.00%DIMENSIONAL ETF TRUST
Shares7.6K
Event2026-03-31
Filed2026-05-08
ZTS
-0.41%ZOETIS INC
Shares3.1K
Event2026-03-31
Filed2026-05-08
CENCORA INC
0.78%CENCORA INC
Shares1.2K
Event2026-03-31
Filed2026-05-08
PYLD
NewPIMCO ETF TR
Shares13.8K
Event2026-03-31
Filed2026-05-08
CBOE
NewCBOE GLOBAL MKTS INC
Shares1.3K
Event2026-03-31
Filed2026-05-08
BK
-4.93%BANK NEW YORK MELLON CORP
Shares3.0K
Event2026-03-31
Filed2026-05-08
IWF
0.00%ISHARES TR
Shares805
Event2026-03-31
Filed2026-05-08
KKR & CO INC
78.32%KKR & CO INC
Shares3.7K
Event2026-03-31
Filed2026-05-08
EIS
NewISHARES INC
Shares2.8K
Event2026-03-31
Filed2026-05-08
STEW
0.04%SRH TOTAL RETURN FUND INC
Shares19.3K
Event2026-03-31
Filed2026-05-08
VOOG
9.20%VANGUARD ADMIRAL FDS INC
Shares795
Event2026-03-31
Filed2026-05-08
IGM
0.55%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-05-08
CEG
-15.44%CONSTELLATION ENERGY CORP
Shares1.1K
Event2026-03-31
Filed2026-05-08
CELC
0.00%CELCUITY INC
Shares2.8K
Event2026-03-31
Filed2026-05-08
ACCENTURE PLC IRELAND
-34.55%ACCENTURE PLC IRELAND
Shares1.6K
Event2026-03-31
Filed2026-05-08
EFX
-11.98%EQUIFAX INC
Shares1.7K
Event2026-03-31
Filed2026-05-08
AMGN
-1.02%AMGEN INC
Shares877
Event2026-03-31
Filed2026-05-08
VOE
16.71%VANGUARD INDEX FDS
Shares1.6K
Event2026-03-31
Filed2026-05-08
MPC
NewMARATHON PETE CORP
Shares1.2K
Event2026-03-31
Filed2026-05-08
PEG
-14.74%PUBLIC SVC ENTERPRISE GROUP
Shares3.6K
Event2026-03-31
Filed2026-05-08
NBIS
0.00%NEBIUS GROUP N.V.
Shares2.8K
Event2026-03-31
Filed2026-05-08
WMB
0.00%WILLIAMS COS INC
Shares4.0K
Event2026-03-31
Filed2026-05-08
SHEL
-0.68%SHELL PLC
Shares3.1K
Event2026-03-31
Filed2026-05-08
FTEC
0.00%FIDELITY COVINGTON TRUST
Shares1.4K
Event2026-03-31
Filed2026-05-08
CTVA
-0.56%CORTEVA INC
Shares3.4K
Event2026-03-31
Filed2026-05-08
SCHR
-12.38%SCHWAB STRATEGIC TR
Shares11.3K
Event2026-03-31
Filed2026-05-08
MO
0.14%ALTRIA GROUP INC
Shares4.3K
Event2026-03-31
Filed2026-05-08
SBUX
-2.20%STARBUCKS CORP
Shares3.1K
Event2026-03-31
Filed2026-05-08
DEO
NewDIAGEO PLC
Shares3.7K
Event2026-03-31
Filed2026-05-08
SIGI
-5.57%SELECTIVE INS GROUP INC
Shares3.6K
Event2026-03-31
Filed2026-05-08
PKG
0.65%PACKAGING CORP AMER
Shares1.2K
Event2026-03-31
Filed2026-05-08
VLTO
-0.90%VERALTO CORP
Shares3.0K
Event2026-03-31
Filed2026-05-08
TIP
0.00%ISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-05-08
CLBK
0.00%COLUMBIA FINL INC
Shares14.4K
Event2026-03-31
Filed2026-05-08
IDXX
0.46%IDEXX LABS INC
Shares437
Event2026-03-31
Filed2026-05-08
GDX
0.00%VANECK ETF TRUST
Shares2.6K
Event2026-03-31
Filed2026-05-08
UBER
-81.52%UBER TECHNOLOGIES INC
Shares3.3K
Event2026-03-31
Filed2026-05-08
HYS
-17.10%PIMCO ETF TR
Shares2.5K
Event2026-03-31
Filed2026-05-08
CL
-12.56%COLGATE PALMOLIVE CO
Shares2.8K
Event2026-03-31
Filed2026-05-08
QCOM
0.33%QUALCOMM INC
Shares1.8K
Event2026-03-31
Filed2026-05-08
PFS
0.00%PROVIDENT FINL SVCS INC
Shares11.0K
Event2026-03-31
Filed2026-05-08
MEDTRONIC PLC
-5.65%MEDTRONIC PLC
Shares2.7K
Event2026-03-31
Filed2026-05-08
IWD
0.00%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-08
HOOD
49.58%ROBINHOOD MKTS INC
Shares3.2K
Event2026-03-31
Filed2026-05-08
ITW
0.00%ILLINOIS TOOL WKS INC
Shares862
Event2026-03-31
Filed2026-05-08
SOLSTICE ADVANCED MATLS INC
NewSOLSTICE ADVANCED MATLS INC
Shares2.9K
Event2026-03-31
Filed2026-05-08
APP
32.86%APPLOVIN CORP
Shares558
Event2026-03-31
Filed2026-05-08
ED
NewCONSOLIDATED EDISON INC
Shares2.0K
Event2026-03-31
Filed2026-05-08
USRT
0.00%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-05-08
IPAR
NewINTERPARFUMS INC
Shares2.3K
Event2026-03-31
Filed2026-05-08
XLI
-13.90%SELECT SECTOR SPDR TR
Shares1.3K
Event2026-03-31
Filed2026-05-08
LHX
NewL3HARRIS TECHNOLOGIES INC
Shares593
Event2026-03-31
Filed2026-05-08
DVY
NewISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-05-08
IVW
NewISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-08
EBC
0.00%EASTERN BANKSHARES INC
Shares10.3K
Event2026-03-31
Filed2026-05-08
SJT
0.00%SAN JUAN BASIN RTY TR
Shares30.0K
Event2026-03-31
Filed2026-05-08
DUKE ENERGY CORP NEW
0.00%DUKE ENERGY CORP NEW
Shares12.5K
Event2026-03-31
Filed2026-05-08
EURONET WORLDWIDE INC
0.00%EURONET WORLDWIDE INC
Shares12.5K
Event2026-03-31
Filed2026-05-08
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