Sponsored

The Analysis of SevenBridge Financial Group, LLC's Holdings & P&L

Currently, SevenBridge Financial Group, LLC holds 201 types of securities in its portfolio with a total value $638.4M. In the most recent quarter, they have increased their positions in CASY (+4.7K shares, valued at $3.7M), LNG (+11.5K shares, valued at $3.0M), DRSK (+90.9K shares, valued at $2.6M); decreased their positions in N/A (-39.4K shares, valued at $8.0M), SBUX (-26.3K shares, valued at $2.6M), ORCL (-13.5K shares, valued at $2.5M); initiated new positions in CASY (+4.7K shares, valued at $3.7M), ETHA (+16.4K shares, valued at $298.0K), INTC (+4.0K shares, valued at $264.2K).

1M P&L

+16.6M+2.96%

3M P&L

+16.3M+2.90%

HY P&L

+46.8M+8.82%

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/A118.1M

21.0%

2Semiconductors40.4M

7.2%

3Software - Infrastructure35.3M

6.3%

Top Industries by Stock Count

1N/A41 stocks

22.5%

2Semiconductors9 stocks

4.9%

3Drug Manufacturers - General8 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DRSK ETF SER SOLUTIONS1.2M shares7.95%2026-03-312026-04-23

AAPL APPLE INC108.7K shares-3.95%2026-03-312026-04-23

ALPHABET INC ALPHABET INC77.4K shares-4.13%2026-03-312026-04-23

MSFT MICROSOFT CORP47.4K shares-1.19%2026-03-312026-04-23

NVDA NVIDIA CORPORATION91.9K shares-1.18%2026-03-312026-04-23

AMZN AMAZON COM INC68.0K shares0.73%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC34.4K shares-0.86%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO40.1K shares-3.88%2026-03-312026-04-23

Sponsored

META META PLATFORMS INC16.9K shares6.51%2026-03-312026-04-23

WMT WALMART INC77.9K shares-2.70%2026-03-312026-04-23

CAT CATERPILLAR INC12.4K shares-2.41%2026-03-312026-04-23

AMAT APPLIED MATLS INC24.7K shares-3.80%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON43.6K shares-2.01%2026-03-312026-04-23

XOM EXXON MOBIL CORP60.3K shares-1.76%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC9.6K shares0.30%2026-03-312026-04-23

MS MORGAN STANLEY44.7K shares2.76%2026-03-312026-04-23

Sponsored

JUCY ETF SER SOLUTIONS379.3K shares6.61%2026-03-312026-04-23

LLY ELI LILLY & CO9.0K shares2.64%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR254.7K shares-3.12%2026-03-312026-04-23

PWR QUANTA SVCS INC12.4K shares0.65%2026-03-312026-04-23

CMI CUMMINS INC11.8K shares0.39%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC32.1K shares0.48%2026-03-312026-04-23

TAFI AB ACTIVE ETFS INC277.8K shares-4.37%2026-03-312026-04-23

BKAG BNY MELLON ETF TRUST163.1K shares6.97%2026-03-312026-04-23

Sponsored

SHY ISHARES TR79.2K shares-3.74%2026-03-312026-04-23

BROADCOM INC BROADCOM INC15.4K shares2.84%2026-03-312026-04-23

ALPHABET INC ALPHABET INC18.6K shares-1.66%2026-03-312026-04-23

PSX PHILLIPS 6638.5K shares-0.07%2026-03-312026-04-23

SRE SEMPRA66.7K shares1.68%2026-03-312026-04-23

PR PERMIAN RESOURCES CORP291.1K shares2.24%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW47.0K shares3.65%2026-03-312026-04-23

FBTC FIDELITY WISE ORIGIN BITCOIN85.3K shares13.56%2026-03-312026-04-23

Sponsored

FANG DIAMONDBACK ENERGY INC29.9K shares0.15%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP21.5K shares-0.97%2026-03-312026-04-23

PG PROCTER & GAMBLE CO38.6K shares12.14%2026-03-312026-04-23

UNP UNION PAC CORP22.0K shares3.23%2026-03-312026-04-23

CSCO CISCO SYS INC59.3K shares-3.75%2026-03-312026-04-23

DE DEERE & CO9.1K shares5.28%2026-03-312026-04-23

FCX FREEPORT MCMORAN INC74.4K shares-0.42%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC33.8K shares71.43%2026-03-312026-04-23

Sponsored

COST COSTCO WHOLESALE CORPORATION5.1K shares17.44%2026-03-312026-04-23

LINDE PLC LINDE PLC10.3K shares25.28%2026-03-312026-04-23

V VISA INC16.2K shares2.78%2026-03-312026-04-23

NEE NEXTERA ENERGY INC55.2K shares3.24%2026-03-312026-04-23

ORCL ORACLE CORP26.1K shares-34.09%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC10.2K shares10.46%2026-03-312026-04-23

LOW LOWES COS INC18.8K shares5.02%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC9.4K shares3.86%2026-03-312026-04-23

Sponsored

BLACKROCK INC BLACKROCK INC4.1K shares5.52%2026-03-312026-04-23

HON HONEYWELL INTL INC19.4K shares7.58%2026-03-312026-04-23

MAR MARRIOTT INTL INC NEW11.6K shares3.99%2026-03-312026-04-23

AZO AUTOZONE INC1.1K shares35.79%2026-03-312026-04-23

DGRO ISHARES TR54.2K shares-1.09%2026-03-312026-04-23

SHW SHERWIN WILLIAMS CO11.3K shares6.28%2026-03-312026-04-23

LQD ISHARES TR33.9K shares1.22%2026-03-312026-04-23

CASY CASEYS GEN STORES INC4.7K sharesnew addition2026-03-312026-04-23

Sponsored

PEP PEPSICO INC23.5K shares-3.20%2026-03-312026-04-23

QCOM QUALCOMM INC26.4K shares5.15%2026-03-312026-04-23

IGSB ISHARES TR65.4K shares-1.95%2026-03-312026-04-23

MUB ISHARES TR32.1K shares-7.03%2026-03-312026-04-23

HSY HERSHEY CO18.0K shares-3.68%2026-03-312026-04-23

RTX RTX CORPORATION18.7K shares-1.80%2026-03-312026-04-23

LHX L3HARRIS TECHNOLOGIES INC10.1K shares-3.19%2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC6.5K shares5.95%2026-03-312026-04-23

Sponsored

LNG CHENIERE ENERGY INC12.5K shares1170.01%2026-03-312026-04-23

BAC BANK AMERICA CORP59.7K shares-6.62%2026-03-312026-04-23

ABBV ABBVIE INC15.2K shares-1.56%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC26.9K shares-1.33%2026-03-312026-04-23

CPRT COPART INC89.6K shares52.53%2026-03-312026-04-23

HYG ISHARES TR36.9K shares6.73%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS11.7K shares-2.03%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC38.7K shares-7.86%2026-03-312026-04-23

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.3K shares-0.16%2026-03-312026-04-23

PGR PROGRESSIVE CORP13.8K shares33.42%2026-03-312026-04-23

DRI DARDEN RESTAURANTS INC13.9K shares21.15%2026-03-312026-04-23

TMUS T-MOBILE US INC14.1K shares44.93%2026-03-312026-04-23

SPGI S&P GLOBAL INC5.9K shares6.65%2026-03-312026-04-23

AMGN AMGEN INC7.6K shares-7.62%2026-03-312026-04-23

SYK STRYKER CORPORATION7.3K shares475.32%2026-03-312026-04-23

APD AIR PRODUCTS AND CHEMICALS I7.9K shares-4.71%2026-03-312026-04-23

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.0K shares-78.21%2026-03-312026-04-23

IJR ISHARES TR16.1K shares-5.64%2026-03-312026-04-23

ZTS ZOETIS INC18.4K shares37.44%2026-03-312026-04-23

NSC NORFOLK SOUTHN CORP6.7K shares-1.49%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP3.4K shares-0.30%2026-03-312026-04-23

GLD SPDR GOLD TR4.3K shares-6.87%2026-03-312026-04-23

IEI ISHARES TR15.1K shares-1.35%2026-03-312026-04-23

ASML ASML HLDG NV1.2K shares-1.22%2026-03-312026-04-23

Sponsored

IJH ISHARES TR23.6K shares-6.66%2026-03-312026-04-23

SPYG SPDR SERIES TRUST15.1K shares0.56%2026-03-312026-04-23

IEF ISHARES TR17.4K shares-1.30%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC5.4K shares-7.85%2026-03-312026-04-23

ABT ABBOTT LABORATORIES17.2K shares-10.93%2026-03-312026-04-23

FDX FEDEX CORP4.1K shares-10.78%2026-03-312026-04-23

DIS DISNEY WALT CO14.7K shares-6.29%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.7K shares-4.51%2026-03-312026-04-23

Sponsored

MCD MCDONALDS CORP4.8K shares-1.84%2026-03-312026-04-23

HD HOME DEPOT INC4.1K shares-2.94%2026-03-312026-04-23

NFLX NETFLIX INC.14.3K shares-0.14%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS15.9K shares-5.21%2026-03-312026-04-23

CSL CARLISLE COS INC3.7K shares0.00%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO22.1K shares-2.87%2026-03-312026-04-23

COP CONOCOPHILLIPS10.4K shares-0.81%2026-03-312026-04-23

SAP SAP SE7.3K shares-4.77%2026-03-312026-04-23

Sponsored

EOG EOG RES INC9.2K shares-65.88%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC2.9K shares-0.14%2026-03-312026-04-23

MA MASTERCARD INCORPORATED2.3K shares0.00%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC7.2K shares-1.03%2026-03-312026-04-23

NVS NOVARTIS AG7.7K shares-1.97%2026-03-312026-04-23

TGT TARGET CORP8.5K shares-3.05%2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR41.7K shares-0.64%2026-03-312026-04-23

CVX CHEVRON CORPORATION5.7K shares-5.14%2026-03-312026-04-23

Sponsored

ADP AUTOMATIC DATA PROCESSING IN5.2K shares0.00%2026-03-312026-04-23

SCHG SCHWAB STRATEGIC TR31.2K shares-10.33%2026-03-312026-04-23

PFE PFIZER INC37.8K shares-2.44%2026-03-312026-04-23

ADI ANALOG DEVICES INC2.5K shares-10.83%2026-03-312026-04-23

TPL TEXAS PACIFIC LAND CORPORATI2.2K shares0.00%2026-03-312026-04-23

SCCO SOUTHERN COPPER CORP5.1K shares-13.76%2026-03-312026-04-23

POET POET TECHNOLOGIES INC73.4K shares-27.68%2026-03-312026-04-23

MLM MARTIN MARIETTA MATLS INC1.5K shares-0.20%2026-03-312026-04-23

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F15.8K shares-9.92%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC2.6K shares-73.03%2026-03-312026-04-23

EMR EMERSON ELEC CO6.3K shares-7.60%2026-03-312026-04-23

GILD GILEAD SCIENCES INC6.7K shares-0.31%2026-03-312026-04-23

UNILEVER PLC UNILEVER PLC15.0K shares-4.16%2026-03-312026-04-23

HYMB SPDR SERIES TRUST33.9K shares-11.05%2026-03-312026-04-23

GBTC GRAYSCALE BITCOIN TRUST ETF13.8K shares0.00%2026-03-312026-04-23

BHP BHP BILLITON LIMITED9.3K shares-1.44%2026-03-312026-04-23

Sponsored

SDY SPDR SERIES TRUST5.1K shares-0.08%2026-03-312026-04-23

APH AMPHENOL CORP5.0K shares-0.34%2026-03-312026-04-23

NTR NUTRIEN LTD10.1K shares0.00%2026-03-312026-04-23

BDX BECTON DICKINSON & CO4.3K shares-5.06%2026-03-312026-04-23

KO COCA COLA CO8.8K shares-3.11%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC1.3K shares0.00%2026-03-312026-04-23

VMC VULCAN MATLS CO2.2K shares-11.08%2026-03-312026-04-23

TSLA TESLA INC1.6K shares12.18%2026-03-312026-04-23

Sponsored

MEDTRONIC PLC MEDTRONIC PLC7.6K shares-7.51%2026-03-312026-04-23

MDY STATE STR SPDR S&P MIDCAP 40917 shares0.00%2026-03-312026-04-23

HUBBELL INC HUBBELL INC1.1K shares0.00%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.6K shares0.00%2026-03-312026-04-23

WAT WATERS CORP1.5K shares47.90%2026-03-312026-04-23

TXN TEXAS INSTRS INC2.0K shares-10.72%2026-03-312026-04-23

BRO BROWN & BROWN INC6.7K shares0.00%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR695 shares0.00%2026-03-312026-04-23

Sponsored

SO SOUTHERN CO4.9K shares-12.46%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T627 shares-27.68%2026-03-312026-04-23

CVE CENOVUS ENERGY INC17.1K shares-0.01%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC7.9K shares-4.17%2026-03-312026-04-23

AFL AFLAC INC3.7K shares-6.90%2026-03-312026-04-23

D DOMINION ENERGY INC6.8K shares1.99%2026-03-312026-04-23

EXE EXPAND ENERGY CORPORATION4.3K shares0.00%2026-03-312026-04-23

NEM NEWMONT CORP3.5K shares0.00%2026-03-312026-04-23

Sponsored

CCJ CAMECO CORP3.0K shares1.14%2026-03-312026-04-23

AEM AGNICO EAGLE MINES LTD1.9K shares-9.77%2026-03-312026-04-23

KMB KIMBERLY-CLARK CORP3.8K shares-11.82%2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC1.3K shares-3.58%2026-03-312026-04-23

ODFL OLD DOMINION FREIGHT LINE IN1.6K shares-2.05%2026-03-312026-04-23

JEPQ J P MORGAN EXCHANGE TRADED F6.1K shares-2.65%2026-03-312026-04-23

SBUX STARBUCKS CORP3.6K shares-88.00%2026-03-312026-04-23

MTB M & T BK CORP1.6K shares0.00%2026-03-312026-04-23

Sponsored

VLO VALERO ENERGY CORP1.5K shares0.00%2026-03-312026-04-23

SYY SYSCO CORP4.5K shares-3.63%2026-03-312026-04-23

IEUR ISHARES TR4.3K shares-4.42%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC2.4K shares-2.41%2026-03-312026-04-23

IVV ISHARES TR433 shares0.00%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC6.6K shares-10.39%2026-03-312026-04-23

ETHA ISHARES ETHEREUM TR16.4K sharesnew addition2026-03-312026-04-23

DFUV DIMENSIONAL ETF TRUST5.8K shares0.36%2026-03-312026-04-23

Sponsored

EPD ENTERPRISE PRODS PARTNERS L7.9K shares6.77%2026-03-312026-04-23

ROK ROCKWELL AUTOMATION INC725 shares0.00%2026-03-312026-04-23

VOOG VANGUARD ADMIRAL FDS INC3.8K shares500.00%2026-03-312026-04-23

XLI SELECT SECTOR SPDR TR1.7K shares0.00%2026-03-312026-04-23

MNST MONSTER BEVERAGE CORP NEW3.7K shares0.00%2026-03-312026-04-23

REGN REGENERON PHARMACEUTICALS372 shares0.00%2026-03-312026-04-23

PPL PPL CORP7.3K shares-27.78%2026-03-312026-04-23

IVW ISHARES TR2.1K shares0.00%2026-03-312026-04-23

Sponsored

RYAN RYAN SPECIALTY HOLDINGS INC7.4K shares-9.70%2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF6.0K shares-64.67%2026-03-312026-04-23

INTC INTEL CORP4.0K sharesnew addition2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS403 shares0.00%2026-03-312026-04-23

SMMD ISHARES TR3.1K shares-3.71%2026-03-312026-04-23

PAYX PAYCHEX INC2.8K shares0.00%2026-03-312026-04-23

CMCSA COMCAST CORP NEW8.8K shares-7.82%2026-03-312026-04-23

GWW WW GRAINGER INC221 shares0.00%2026-03-312026-04-23

Sponsored

IBB ISHARES TR1.4K shares-10.43%2026-03-312026-04-23

CTRA COTERRA ENERGY INC7.3K shares-4.29%2026-03-312026-04-23

OEF ISHARES TR669 shares0.00%2026-03-312026-04-23

MO ALTRIA GROUP INC3.4K shares0.00%2026-03-312026-04-23

USB US BANCORP3.8K shares-1.59%2026-03-312026-04-23

IWF ISHARES TR445 shares0.00%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO632 shares-20.10%2026-03-312026-04-23

TM TOYOTA MOTOR CORP1.0K shares0.00%2026-03-312026-04-23

Sponsored

SHEL SHELL PLC2.3K sharesnew addition2026-03-312026-04-23

CAH CARDINAL HEALTH INC1.0K shares0.00%2026-03-312026-04-23

NXE NEXGEN ENERGY LTD12.3K shares0.00%2026-03-312026-04-23

NVG NUVEEN AMT FREE MUN CR INC F10.7K shares0.00%2026-03-312026-04-23

DNN DENISON MINES CORP31.0K shares0.00%2026-03-312026-04-23

SJT SAN JUAN BASIN RTY TR10.0K sharesnew addition2026-03-312026-04-23

NAK NORTHERN DYNASTY MINERALS LT18.5K shares68.18%2026-03-312026-04-23

GROY GOLD ROYALTY CORP10.0K shares0.00%2026-03-312026-04-23

Sponsored

KAPA KAIROS PHARMA LTD44.3K shares0.00%2026-03-312026-04-23

DRSK

ETF SER SOLUTIONS

7.95%

Shares1.2M

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-3.95%

Shares108.7K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-4.13%

Shares77.4K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-1.19%

Shares47.4K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-1.18%

Shares91.9K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

0.73%

Shares68.0K

Event2026-03-31

Filed2026-04-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.86%

Shares34.4K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-3.88%

Shares40.1K

Event2026-03-31

Filed2026-04-23

META

META PLATFORMS INC

6.51%

Shares16.9K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

-2.70%

Shares77.9K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

-2.41%

Shares12.4K

Event2026-03-31

Filed2026-04-23

AMAT

APPLIED MATLS INC

-3.80%

Shares24.7K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-2.01%

Shares43.6K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

-1.76%

Shares60.3K

Event2026-03-31

Filed2026-04-23

GOLDMAN SACHS GROUP INC

0.30%

Shares9.6K

Event2026-03-31

Filed2026-04-23

MORGAN STANLEY

2.76%

Shares44.7K

Event2026-03-31

Filed2026-04-23

JUCY

ETF SER SOLUTIONS

6.61%

Shares379.3K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

2.64%

Shares9.0K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

-3.12%

Shares254.7K

Event2026-03-31

Filed2026-04-23

PWR

QUANTA SVCS INC

0.65%

Shares12.4K

Event2026-03-31

Filed2026-04-23

CMI

CUMMINS INC

0.39%

Shares11.8K

Event2026-03-31

Filed2026-04-23

PNC

PNC FINL SVCS GROUP INC

0.48%

Shares32.1K

Event2026-03-31

Filed2026-04-23

TAFI

AB ACTIVE ETFS INC

-4.37%

Shares277.8K

Event2026-03-31

Filed2026-04-23

BKAG

BNY MELLON ETF TRUST

6.97%

Shares163.1K

Event2026-03-31

Filed2026-04-23

SHY

ISHARES TR

-3.74%

Shares79.2K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

2.84%

Shares15.4K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-1.66%

Shares18.6K

Event2026-03-31

Filed2026-04-23

PSX

PHILLIPS 66

-0.07%

Shares38.5K

Event2026-03-31

Filed2026-04-23

SRE

SEMPRA

1.68%

Shares66.7K

Event2026-03-31

Filed2026-04-23

PERMIAN RESOURCES CORP

2.24%

Shares291.1K

Event2026-03-31

Filed2026-04-23

DUKE ENERGY CORP NEW

3.65%

Shares47.0K

Event2026-03-31

Filed2026-04-23

FBTC

FIDELITY WISE ORIGIN BITCOIN

13.56%

Shares85.3K

Event2026-03-31

Filed2026-04-23

FANG

DIAMONDBACK ENERGY INC

0.15%

Shares29.9K

Event2026-03-31

Filed2026-04-23

LAM RESEARCH CORP

-0.97%

Shares21.5K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

12.14%

Shares38.6K

Event2026-03-31

Filed2026-04-23

UNP

UNION PAC CORP

3.23%

Shares22.0K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

-3.75%

Shares59.3K

Event2026-03-31

Filed2026-04-23

DEERE & CO

5.28%

Shares9.1K

Event2026-03-31

Filed2026-04-23

FCX

FREEPORT MCMORAN INC

-0.42%

Shares74.4K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC

71.43%

Shares33.8K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

17.44%

Shares5.1K

Event2026-03-31

Filed2026-04-23

LINDE PLC

25.28%

Shares10.3K

Event2026-03-31

Filed2026-04-23

VISA INC

2.78%

Shares16.2K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

3.24%

Shares55.2K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

-34.09%

Shares26.1K

Event2026-03-31

Filed2026-04-23

CRWD

CROWDSTRIKE HLDGS INC

10.46%

Shares10.2K

Event2026-03-31

Filed2026-04-23

LOW

LOWES COS INC

5.02%

Shares18.8K

Event2026-03-31

Filed2026-04-23

ISRG

INTUITIVE SURGICAL INC

3.86%

Shares9.4K

Event2026-03-31

Filed2026-04-23

BLACKROCK INC

5.52%

Shares4.1K

Event2026-03-31

Filed2026-04-23

HON

HONEYWELL INTL INC

7.58%

Shares19.4K

Event2026-03-31

Filed2026-04-23

MAR

MARRIOTT INTL INC NEW

3.99%

Shares11.6K

Event2026-03-31

Filed2026-04-23

AZO

AUTOZONE INC

35.79%

Shares1.1K

Event2026-03-31

Filed2026-04-23

DGRO

ISHARES TR

-1.09%

Shares54.2K

Event2026-03-31

Filed2026-04-23

SHW

SHERWIN WILLIAMS CO

6.28%

Shares11.3K

Event2026-03-31

Filed2026-04-23

LQD

ISHARES TR

1.22%

Shares33.9K

Event2026-03-31

Filed2026-04-23

CASY

CASEYS GEN STORES INC

New

Shares4.7K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

-3.20%

Shares23.5K

Event2026-03-31

Filed2026-04-23

QCOM

QUALCOMM INC

5.15%

Shares26.4K

Event2026-03-31

Filed2026-04-23

IGSB

ISHARES TR

-1.95%

Shares65.4K

Event2026-03-31

Filed2026-04-23

MUB

ISHARES TR

-7.03%

Shares32.1K

Event2026-03-31

Filed2026-04-23

HSY

HERSHEY CO

-3.68%

Shares18.0K

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION

-1.80%

Shares18.7K

Event2026-03-31

Filed2026-04-23

LHX

L3HARRIS TECHNOLOGIES INC

-3.19%

Shares10.1K

Event2026-03-31

Filed2026-04-23

TMO

THERMO FISHER SCIENTIFIC INC

5.95%

Shares6.5K

Event2026-03-31

Filed2026-04-23

LNG

CHENIERE ENERGY INC

1170.01%

Shares12.5K

Event2026-03-31

Filed2026-04-23

BAC

BANK AMERICA CORP

-6.62%

Shares59.7K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

-1.56%

Shares15.2K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

-1.33%

Shares26.9K

Event2026-03-31

Filed2026-04-23

CPRT

COPART INC

52.53%

Shares89.6K

Event2026-03-31

Filed2026-04-23

HYG

ISHARES TR

6.73%

Shares36.9K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

-2.03%

Shares11.7K

Event2026-03-31

Filed2026-04-23

UBER

UBER TECHNOLOGIES INC

-7.86%

Shares38.7K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-0.16%

Shares6.3K

Event2026-03-31

Filed2026-04-23

PGR

PROGRESSIVE CORP

33.42%

Shares13.8K

Event2026-03-31

Filed2026-04-23

DRI

DARDEN RESTAURANTS INC

21.15%

Shares13.9K

Event2026-03-31

Filed2026-04-23

TMUS

T-MOBILE US INC

44.93%

Shares14.1K

Event2026-03-31

Filed2026-04-23

SPGI

S&P GLOBAL INC

6.65%

Shares5.9K

Event2026-03-31

Filed2026-04-23

AMGN

AMGEN INC

-7.62%

Shares7.6K

Event2026-03-31

Filed2026-04-23

SYK

STRYKER CORPORATION

475.32%

Shares7.3K

Event2026-03-31

Filed2026-04-23

APD

AIR PRODUCTS AND CHEMICALS I

-4.71%

Shares7.9K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

-78.21%

Shares11.0K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

-5.64%

Shares16.1K

Event2026-03-31

Filed2026-04-23

ZTS

ZOETIS INC

37.44%

Shares18.4K

Event2026-03-31

Filed2026-04-23

NSC

NORFOLK SOUTHN CORP

-1.49%

Shares6.7K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP

-0.30%

Shares3.4K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

-6.87%

Shares4.3K

Event2026-03-31

Filed2026-04-23

IEI

ISHARES TR

-1.35%

Shares15.1K

Event2026-03-31

Filed2026-04-23

ASML

ASML HLDG NV

-1.22%

Shares1.2K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

-6.66%

Shares23.6K

Event2026-03-31

Filed2026-04-23

SPYG

SPDR SERIES TRUST

0.56%

Shares15.1K

Event2026-03-31

Filed2026-04-23

IEF

ISHARES TR

-1.30%

Shares17.4K

Event2026-03-31

Filed2026-04-23

AMD

ADVANCED MICRO DEVICES INC

-7.85%

Shares5.4K

Event2026-03-31

Filed2026-04-23

ABT

ABBOTT LABORATORIES

-10.93%

Shares17.2K

Event2026-03-31

Filed2026-04-23

FDX

FEDEX CORP

-10.78%

Shares4.1K

Event2026-03-31

Filed2026-04-23

DIS

DISNEY WALT CO

-6.29%

Shares14.7K

Event2026-03-31

Filed2026-04-23

GENERAL DYNAMICS CORP

-4.51%

Shares4.7K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

-1.84%

Shares4.8K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

-2.94%

Shares4.1K

Event2026-03-31

Filed2026-04-23

NFLX

NETFLIX INC.

-0.14%

Shares14.3K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

-5.21%

Shares15.9K

Event2026-03-31

Filed2026-04-23

CSL

CARLISLE COS INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-23

BMY

BRISTOL-MYERS SQUIBB CO

-2.87%

Shares22.1K

Event2026-03-31

Filed2026-04-23

COP

CONOCOPHILLIPS

-0.81%

Shares10.4K

Event2026-03-31

Filed2026-04-23

SAP

SAP SE

-4.77%

Shares7.3K

Event2026-03-31

Filed2026-04-23

EOG

EOG RES INC

-65.88%

Shares9.2K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

-0.14%

Shares2.9K

Event2026-03-31

Filed2026-04-23

MASTERCARD INCORPORATED

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

-1.03%

Shares7.2K

Event2026-03-31

Filed2026-04-23

NVS

NOVARTIS AG

-1.97%

Shares7.7K

Event2026-03-31

Filed2026-04-23

TGT

TARGET CORP

-3.05%

Shares8.5K

Event2026-03-31

Filed2026-04-23

SCHF

SCHWAB STRATEGIC TR

-0.64%

Shares41.7K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

-5.14%

Shares5.7K

Event2026-03-31

Filed2026-04-23

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-23

SCHG

SCHWAB STRATEGIC TR

-10.33%

Shares31.2K

Event2026-03-31

Filed2026-04-23

PFE

PFIZER INC

-2.44%

Shares37.8K

Event2026-03-31

Filed2026-04-23

ADI

ANALOG DEVICES INC

-10.83%

Shares2.5K

Event2026-03-31

Filed2026-04-23

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-23

SCCO

SOUTHERN COPPER CORP

-13.76%

Shares5.1K

Event2026-03-31

Filed2026-04-23

POET

POET TECHNOLOGIES INC

-27.68%

Shares73.4K

Event2026-03-31

Filed2026-04-23

MLM

MARTIN MARIETTA MATLS INC

-0.20%

Shares1.5K

Event2026-03-31

Filed2026-04-23

JEPI

J P MORGAN EXCHANGE TRADED F

-9.92%

Shares15.8K

Event2026-03-31

Filed2026-04-23

UNH

UNITEDHEALTH GROUP INC

-73.03%

Shares2.6K

Event2026-03-31

Filed2026-04-23

EMR

EMERSON ELEC CO

-7.60%

Shares6.3K

Event2026-03-31

Filed2026-04-23

GILD

GILEAD SCIENCES INC

-0.31%

Shares6.7K

Event2026-03-31

Filed2026-04-23

UNILEVER PLC

-4.16%

Shares15.0K

Event2026-03-31

Filed2026-04-23

HYMB

SPDR SERIES TRUST

-11.05%

Shares33.9K

Event2026-03-31

Filed2026-04-23

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares13.8K

Event2026-03-31

Filed2026-04-23

BHP

BHP BILLITON LIMITED

-1.44%

Shares9.3K

Event2026-03-31

Filed2026-04-23

SDY

SPDR SERIES TRUST

-0.08%

Shares5.1K

Event2026-03-31

Filed2026-04-23

APH

AMPHENOL CORP

-0.34%

Shares5.0K

Event2026-03-31

Filed2026-04-23

NTR

NUTRIEN LTD

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-23

BDX

BECTON DICKINSON & CO

-5.06%

Shares4.3K

Event2026-03-31

Filed2026-04-23

COCA COLA CO

-3.11%

Shares8.8K

Event2026-03-31

Filed2026-04-23

MICRON TECHNOLOGY INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

VMC

VULCAN MATLS CO

-11.08%

Shares2.2K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

12.18%

Shares1.6K

Event2026-03-31

Filed2026-04-23

MEDTRONIC PLC

-7.51%

Shares7.6K

Event2026-03-31

Filed2026-04-23

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares917

Event2026-03-31

Filed2026-04-23

HUBBELL INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-23

ACCENTURE PLC IRELAND

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-23

WAT

WATERS CORP

47.90%

Shares1.5K

Event2026-03-31

Filed2026-04-23

TXN

TEXAS INSTRS INC

-10.72%

Shares2.0K

Event2026-03-31

Filed2026-04-23

BRO

BROWN & BROWN INC

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

0.00%

Shares695

Event2026-03-31

Filed2026-04-23

SOUTHERN CO

-12.46%

Shares4.9K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-27.68%

Shares627

Event2026-03-31

Filed2026-04-23

CVE

CENOVUS ENERGY INC

-0.01%

Shares17.1K

Event2026-03-31

Filed2026-04-23

MDLZ

MONDELEZ INTL INC

-4.17%

Shares7.9K

Event2026-03-31

Filed2026-04-23

AFL

AFLAC INC

-6.90%

Shares3.7K

Event2026-03-31

Filed2026-04-23

DOMINION ENERGY INC

1.99%

Shares6.8K

Event2026-03-31

Filed2026-04-23

EXE

EXPAND ENERGY CORPORATION

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-23

NEM

NEWMONT CORP

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-23

CCJ

CAMECO CORP

1.14%

Shares3.0K

Event2026-03-31

Filed2026-04-23

AEM

AGNICO EAGLE MINES LTD

-9.77%

Shares1.9K

Event2026-03-31

Filed2026-04-23

KMB

KIMBERLY-CLARK CORP

-11.82%

Shares3.8K

Event2026-03-31

Filed2026-04-23

ITW

ILLINOIS TOOL WKS INC

-3.58%

Shares1.3K

Event2026-03-31

Filed2026-04-23

ODFL

OLD DOMINION FREIGHT LINE IN

-2.05%

Shares1.6K

Event2026-03-31

Filed2026-04-23

JEPQ

J P MORGAN EXCHANGE TRADED F

-2.65%

Shares6.1K

Event2026-03-31

Filed2026-04-23

SBUX

STARBUCKS CORP

-88.00%

Shares3.6K

Event2026-03-31

Filed2026-04-23

MTB

M & T BK CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

VLO

VALERO ENERGY CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-23

SYY

SYSCO CORP

-3.63%

Shares4.5K

Event2026-03-31

Filed2026-04-23

IEUR

ISHARES TR

-4.42%

Shares4.3K

Event2026-03-31

Filed2026-04-23

CITIGROUP INC

-2.41%

Shares2.4K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

0.00%

Shares433

Event2026-03-31

Filed2026-04-23

VERIZON COMMUNICATIONS INC

-10.39%

Shares6.6K

Event2026-03-31

Filed2026-04-23

ETHA

ISHARES ETHEREUM TR

New

Shares16.4K

Event2026-03-31

Filed2026-04-23

DFUV

DIMENSIONAL ETF TRUST

0.36%

Shares5.8K

Event2026-03-31

Filed2026-04-23

EPD

ENTERPRISE PRODS PARTNERS L

6.77%

Shares7.9K

Event2026-03-31

Filed2026-04-23

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares725

Event2026-03-31

Filed2026-04-23

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares3.8K

Event2026-03-31

Filed2026-04-23

XLI

SELECT SECTOR SPDR TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-23

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-23

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares372

Event2026-03-31

Filed2026-04-23

PPL

PPL CORP

-27.78%

Shares7.3K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

RYAN

RYAN SPECIALTY HOLDINGS INC

-9.70%

Shares7.4K

Event2026-03-31

Filed2026-04-23

IBIT

ISHARES BITCOIN TRUST ETF

-64.67%

Shares6.0K

Event2026-03-31

Filed2026-04-23

INTC

INTEL CORP

New

Shares4.0K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.00%

Shares403

Event2026-03-31

Filed2026-04-23

SMMD

ISHARES TR

-3.71%

Shares3.1K

Event2026-03-31

Filed2026-04-23

PAYX

PAYCHEX INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-23

CMCSA

COMCAST CORP NEW

-7.82%

Shares8.8K

Event2026-03-31

Filed2026-04-23

GWW

WW GRAINGER INC

0.00%

Shares221

Event2026-03-31

Filed2026-04-23

IBB

ISHARES TR

-10.43%

Shares1.4K

Event2026-03-31

Filed2026-04-23

CTRA

COTERRA ENERGY INC

-4.29%

Shares7.3K

Event2026-03-31

Filed2026-04-23

OEF

ISHARES TR

0.00%

Shares669

Event2026-03-31

Filed2026-04-23

ALTRIA GROUP INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-23

USB

US BANCORP

-1.59%

Shares3.8K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

0.00%

Shares445

Event2026-03-31

Filed2026-04-23

AXP

AMERICAN EXPRESS CO

-20.10%

Shares632

Event2026-03-31

Filed2026-04-23

TOYOTA MOTOR CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-23

SHEL

SHELL PLC

New

Shares2.3K

Event2026-03-31

Filed2026-04-23

CAH

CARDINAL HEALTH INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-23

NXE

NEXGEN ENERGY LTD

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-23

NVG

NUVEEN AMT FREE MUN CR INC F

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-23

DNN

DENISON MINES CORP

0.00%

Shares31.0K

Event2026-03-31

Filed2026-04-23

SJT

SAN JUAN BASIN RTY TR

New

Shares10.0K

Event2026-03-31

Filed2026-04-23

NAK

NORTHERN DYNASTY MINERALS LT

68.18%

Shares18.5K

Event2026-03-31

Filed2026-04-23

GROY

GOLD ROYALTY CORP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-23

KAPA

KAIROS PHARMA LTD

0.00%

Shares44.3K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR2.0K sharesnew addition2026-03-312026-04-23

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares2.0K

Event2026-03-31

Filed2026-04-23