Sponsored

The Analysis of SFE Investment Counsel's Holdings & P&L

Currently, SFE Investment Counsel holds 140 types of securities in its portfolio with a total value $624.2M. In the most recent quarter, they have increased their positions in NOW (+26.9K shares, valued at $2.8M), N/A (+26.8K shares, valued at $2.6M), IVV (+3.1K shares, valued at $2.0M); decreased their positions in EXPE (-12.2K shares, valued at $2.8M), FDX (-6.0K shares, valued at $2.2M), DE (-3.3K shares, valued at $1.8M); initiated new positions in NOW (+26.9K shares, valued at $2.8M), CRCL (+19.0K shares, valued at $1.8M), N/A (+3.8K shares, valued at $754.6K).

1M P&L

+36.5M+5.91%

3M P&L

+43.3M+7.08%

HY P&L

+63.5M+10.74%

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/A85.1M

15.3%

2Semiconductors44.1M

7.9%

3Software - Infrastructure34.7M

6.3%

Top Industries by Stock Count

1N/A32 stocks

25.0%

2Semiconductors6 stocks

4.7%

3Software - Application6 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION136.4K shares0.56%2026-03-312026-05-01

AAPL APPLE INC86.9K shares-0.14%2026-03-312026-05-01

MSFT MICROSOFT CORP57.3K shares4.16%2026-03-312026-05-01

OKE ONEOK INC NEW205.0K shares-0.74%2026-03-312026-05-01

BROADCOM INC BROADCOM INC57.9K shares10.34%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO59.6K shares-2.01%2026-03-312026-05-01

AMZN AMAZON COM INC79.6K shares8.72%2026-03-312026-05-01

NEE NEXTERA ENERGY INC174.9K shares-4.59%2026-03-312026-05-01

Sponsored

PANW PALO ALTO NETWORKS INC84.5K shares6.57%2026-03-312026-05-01

ALPHABET INC ALPHABET INC45.6K shares-3.56%2026-03-312026-05-01

QCOM QUALCOMM INC101.0K shares5.07%2026-03-312026-05-01

LOW LOWES COS INC54.6K shares-0.74%2026-03-312026-05-01

FSLR FIRST SOLAR INC63.3K shares-1.20%2026-03-312026-05-01

USB US BANCORP223.7K shares-3.50%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION11.2K shares-0.21%2026-03-312026-05-01

PWR QUANTA SVCS INC19.2K shares10.42%2026-03-312026-05-01

Sponsored

CMI CUMMINS INC19.4K shares-14.61%2026-03-312026-05-01

ALPHABET INC ALPHABET INC33.5K shares-12.52%2026-03-312026-05-01

IQV IQVIA HLDGS INC51.9K shares8.13%2026-03-312026-05-01

LH LABCORP HOLDINGS INC32.9K shares0.41%2026-03-312026-05-01

J JACOBS SOLUTIONS INC67.6K shares22.54%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS34.7K shares1.68%2026-03-312026-05-01

ABT ABBOTT LABORATORIES81.7K shares6.85%2026-03-312026-05-01

PRU PRUDENTIAL FINL INC85.7K shares6.67%2026-03-312026-05-01

Sponsored

BSJS INVESCO EXCH TRD SLF IDX FD384.0K shares1.15%2026-03-312026-05-01

LHX L3HARRIS TECHNOLOGIES INC23.7K shares-8.60%2026-03-312026-05-01

BSJR INVESCO EXCH TRD SLF IDX FD360.2K shares2.23%2026-03-312026-05-01

URI UNITED RENTALS INC11.0K shares2.46%2026-03-312026-05-01

BSJT INVESCO EXCH TRD SLF IDX FD366.1K shares1.12%2026-03-312026-05-01

BLACKSTONE INC BLACKSTONE INC66.7K shares27.07%2026-03-312026-05-01

CLF CLEVELAND-CLIFFS INC NEW895.5K shares-1.31%2026-03-312026-05-01

WSM WILLIAMS SONOMA INC40.8K shares16.18%2026-03-312026-05-01

Sponsored

IVV ISHARES TR11.1K shares38.51%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC20.0K shares26.32%2026-03-312026-05-01

BSCS INVESCO EXCH TRD SLF IDX FD340.8K shares7.63%2026-03-312026-05-01

DHR DANAHER CORP DEL36.1K shares32.84%2026-03-312026-05-01

AMAT APPLIED MATLS INC19.3K shares-6.49%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON26.6K shares-3.65%2026-03-312026-05-01

BSJU INVESCO EXCH TRD SLF IDX FD250.5K shares3.17%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC31.1K shares5.14%2026-03-312026-05-01

Sponsored

BSJQ INVESCO EXCH TRD SLF IDX FD267.9K shares-10.88%2026-03-312026-05-01

BSCR INVESCO EXCH TRD SLF IDX FD311.2K shares9.90%2026-03-312026-05-01

BSCT INVESCO EXCH TRD SLF IDX FD324.4K shares5.64%2026-03-312026-05-01

HASI HA SUSTAINABLE INFRA CAP INC158.6K shares-4.41%2026-03-312026-05-01

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC56.9K shares88.86%2026-03-312026-05-01

DCI DONALDSON INC65.8K shares-4.39%2026-03-312026-05-01

HON HONEYWELL INTL INC24.2K shares-0.26%2026-03-312026-05-01

LLY ELI LILLY & CO5.8K shares-4.26%2026-03-312026-05-01

Sponsored

UBER UBER TECHNOLOGIES INC73.4K shares48.77%2026-03-312026-05-01

XYL XYLEM INC43.1K shares-0.71%2026-03-312026-05-01

WY WEYERHAEUSER CO209.0K shares32.17%2026-03-312026-05-01

KMI KINDER MORGAN INC DEL151.8K shares1.02%2026-03-312026-05-01

CSCO CISCO SYS INC58.9K shares-0.95%2026-03-312026-05-01

TTEK TETRA TECH INC NEW147.4K shares43.94%2026-03-312026-05-01

GEV GE VERNOVA INC5.0K shares-11.76%2026-03-312026-05-01

AWK AMERICAN WTR WKS CO INC NEW32.1K shares-14.75%2026-03-312026-05-01

Sponsored

BSCU INVESCO EXCH TRD SLF IDX FD257.1K shares9.44%2026-03-312026-05-01

ABBV ABBVIE INC19.4K shares-0.38%2026-03-312026-05-01

FDX FEDEX CORP11.2K shares-35.06%2026-03-312026-05-01

ROP ROPER TECHNOLOGIES INC10.0K shares-5.07%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP36.6K shares124.66%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE12.2K shares-5.18%2026-03-312026-05-01

BSCQ INVESCO EXCH TRD SLF IDX FD176.8K shares-10.09%2026-03-312026-05-01

CVX CHEVRON CORPORATION15.2K shares-0.91%2026-03-312026-05-01

Sponsored

GLW CORNING INC22.2K shares-8.17%2026-03-312026-05-01

KLAC KLA CORP2.0K shares0.00%2026-03-312026-05-01

EXPE EXPEDIA GROUP INC12.6K shares-49.38%2026-03-312026-05-01

ZTS ZOETIS INC23.9K shares7.38%2026-03-312026-05-01

NOW SERVICENOW INC26.9K sharesnew addition2026-03-312026-05-01

CRM SALESFORCE INC14.6K shares-16.10%2026-03-312026-05-01

BDX BECTON DICKINSON & CO17.1K shares-28.41%2026-03-312026-05-01

PFE PFIZER INC91.6K shares5.79%2026-03-312026-05-01

Sponsored

BSJV INVESCO EXCH TRD SLF IDX FD91.8K shares34.32%2026-03-312026-05-01

PNW PINNACLE WEST CAP CORP22.9K shares-1.08%2026-03-312026-05-01

BEP BROOKFIELD RENEWABLE ENERGY65.8K shares-0.30%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.4K shares-1.75%2026-03-312026-05-01

BSCV INVESCO EXCH TRD SLF IDX FD127.6K shares39.67%2026-03-312026-05-01

JEPI J P MORGAN EXCHANGE TRADED F35.3K shares-9.72%2026-03-312026-05-01

CRCL CIRCLE INTERNET GROUP INC19.0K sharesnew addition2026-03-312026-05-01

NFLX NETFLIX INC.18.5K shares8.04%2026-03-312026-05-01

Sponsored

EQAL INVESCO EXCH TRADED FD TR II27.3K shares1.79%2026-03-312026-05-01

T AT&T INC44.1K shares-3.50%2026-03-312026-05-01

DRI DARDEN RESTAURANTS INC5.8K shares12.88%2026-03-312026-05-01

EWBC EAST WEST BANCORP INC10.3K shares-3.28%2026-03-312026-05-01

EIX EDISON INTL14.8K shares8.10%2026-03-312026-05-01

CLH CLEAN HARBORS INC3.8K shares-1.57%2026-03-312026-05-01

SHW SHERWIN WILLIAMS CO3.3K shares17.58%2026-03-312026-05-01

F FORD MTR CO80.5K shares-2.15%2026-03-312026-05-01

Sponsored

EMR EMERSON ELEC CO7.0K shares4.18%2026-03-312026-05-01

TNC TENNANT CO13.2K shares-7.90%2026-03-312026-05-01

LMNR LIMONEIRA CO60.0K shares0.00%2026-03-312026-05-01

ISHARES GOLD TR ISHARES GOLD TR9.1K shares-4.28%2026-03-312026-05-01

VRT VERTIV HOLDINGS CO3.1K shares1.06%2026-03-312026-05-01

ASTRAZENECA PLC ASTRAZENECA PLC3.8K sharesnew addition2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO12.2K shares-13.52%2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F9.1K shares57.27%2026-03-312026-05-01

Sponsored

CRSP CRISPR THERAPEUTICS AG14.1K shares12.06%2026-03-312026-05-01

RSPT INVESCO EXCHANGE TRADED FD T14.3K shares-2.70%2026-03-312026-05-01

NOC NORTHROP GRUMMAN CORP892 shares0.00%2026-03-312026-05-01

GSLC GOLDMAN SACHS ETF TR4.8K shares-4.64%2026-03-312026-05-01

WAT WATERS CORP1.9K sharesnew addition2026-03-312026-05-01

FI FISERV INC9.3K shares-69.46%2026-03-312026-05-01

TSLA TESLA INC1.4K shares0.22%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T750 shares0.00%2026-03-312026-05-01

Sponsored

DE DEERE & CO834 shares-79.65%2026-03-312026-05-01

META META PLATFORMS INC791 shares-11.92%2026-03-312026-05-01

SHOP SHOPIFY INC3.6K shares0.00%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares-0.67%2026-03-312026-05-01

GSIE GOLDMAN SACHS ETF TR9.1K shares-4.12%2026-03-312026-05-01

PG PROCTER & GAMBLE CO2.6K shares-10.98%2026-03-312026-05-01

IBB ISHARES TR2.2K shares-5.04%2026-03-312026-05-01

MELI MERCADOLIBRE INC210 sharesnew addition2026-03-312026-05-01

Sponsored

PI IMPINJ INC3.5K shares4.60%2026-03-312026-05-01

XLB SELECT SECTOR SPDR TR7.2K shares3.66%2026-03-312026-05-01

LRGF ISHARES TR5.4K shares0.00%2026-03-312026-05-01

THO THOR INDS INC4.2K shares-26.79%2026-03-312026-05-01

IYJ ISHARES TR2.3K shares1.42%2026-03-312026-05-01

MA MASTERCARD INCORPORATED643 shares0.00%2026-03-312026-05-01

XLF SELECT SECTOR SPDR TR6.4K shares-2.34%2026-03-312026-05-01

WDAY WORKDAY INC2.4K shares-47.24%2026-03-312026-05-01

Sponsored

ULTA ULTA BEAUTY INC595 shares-83.67%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC1.8K shares0.91%2026-03-312026-05-01

WFC WELLS FARGO & CO3.5K shares0.00%2026-03-312026-05-01

SBUX STARBUCKS CORP3.0K shares0.84%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR448 shares12.28%2026-03-312026-05-01

CME CME GROUP INC872 shares0.00%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC549 shares-7.58%2026-03-312026-05-01

GLD SPDR GOLD TR585 shares4.46%2026-03-312026-05-01

Sponsored

BA BOEING CO1.3K shares5.92%2026-03-312026-05-01

IEF ISHARES TR2.5K shares-25.60%2026-03-312026-05-01

XOM EXXON MOBIL CORP1.4K sharesnew addition2026-03-312026-05-01

APH AMPHENOL CORP1.8K shares1.66%2026-03-312026-05-01

CGDV CAPITAL GROUP DIVIDEND VALUE5.0K shares0.00%2026-03-312026-05-01

IGHG PROSHARES TR2.6K shares0.00%2026-03-312026-05-01

CGUS CAPITAL GROUP CORE EQUITY ET5.2K shares0.00%2026-03-312026-05-01

QUIK QUICKLOGIC CORP18.0K shares-39.72%2026-03-312026-05-01

Sponsored

VRME VERIFYME INC126.7K shares0.00%2026-03-312026-05-01

JPC NUVEEN PFD & INCOME OPPORTUN12.8K shares0.00%2026-03-312026-05-01

VUZI VUZIX CORP10.0K shares0.00%2026-03-312026-05-01

DATAVAULT AI INC DATAVAULT AI INC14.5K sharesnew addition2026-03-312026-05-01

NVDA

NVIDIA CORPORATION

0.56%

Shares136.4K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-0.14%

Shares86.9K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

4.16%

Shares57.3K

Event2026-03-31

Filed2026-05-01

OKE

ONEOK INC NEW

-0.74%

Shares205.0K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

10.34%

Shares57.9K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

-2.01%

Shares59.6K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

8.72%

Shares79.6K

Event2026-03-31

Filed2026-05-01

NEE

NEXTERA ENERGY INC

-4.59%

Shares174.9K

Event2026-03-31

Filed2026-05-01

PANW

PALO ALTO NETWORKS INC

6.57%

Shares84.5K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-3.56%

Shares45.6K

Event2026-03-31

Filed2026-05-01

QCOM

QUALCOMM INC

5.07%

Shares101.0K

Event2026-03-31

Filed2026-05-01

LOW

LOWES COS INC

-0.74%

Shares54.6K

Event2026-03-31

Filed2026-05-01

FSLR

FIRST SOLAR INC

-1.20%

Shares63.3K

Event2026-03-31

Filed2026-05-01

USB

US BANCORP

-3.50%

Shares223.7K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

-0.21%

Shares11.2K

Event2026-03-31

Filed2026-05-01

PWR

QUANTA SVCS INC

10.42%

Shares19.2K

Event2026-03-31

Filed2026-05-01

CMI

CUMMINS INC

-14.61%

Shares19.4K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-12.52%

Shares33.5K

Event2026-03-31

Filed2026-05-01

IQV

IQVIA HLDGS INC

8.13%

Shares51.9K

Event2026-03-31

Filed2026-05-01

LABCORP HOLDINGS INC

0.41%

Shares32.9K

Event2026-03-31

Filed2026-05-01

JACOBS SOLUTIONS INC

22.54%

Shares67.6K

Event2026-03-31

Filed2026-05-01

IBM

INTERNATIONAL BUSINESS MACHS

1.68%

Shares34.7K

Event2026-03-31

Filed2026-05-01

ABT

ABBOTT LABORATORIES

6.85%

Shares81.7K

Event2026-03-31

Filed2026-05-01

PRU

PRUDENTIAL FINL INC

6.67%

Shares85.7K

Event2026-03-31

Filed2026-05-01

BSJS

INVESCO EXCH TRD SLF IDX FD

1.15%

Shares384.0K

Event2026-03-31

Filed2026-05-01

LHX

L3HARRIS TECHNOLOGIES INC

-8.60%

Shares23.7K

Event2026-03-31

Filed2026-05-01

BSJR

INVESCO EXCH TRD SLF IDX FD

2.23%

Shares360.2K

Event2026-03-31

Filed2026-05-01

URI

UNITED RENTALS INC

2.46%

Shares11.0K

Event2026-03-31

Filed2026-05-01

BSJT

INVESCO EXCH TRD SLF IDX FD

1.12%

Shares366.1K

Event2026-03-31

Filed2026-05-01

BLACKSTONE INC

27.07%

Shares66.7K

Event2026-03-31

Filed2026-05-01

CLF

CLEVELAND-CLIFFS INC NEW

-1.31%

Shares895.5K

Event2026-03-31

Filed2026-05-01

WSM

WILLIAMS SONOMA INC

16.18%

Shares40.8K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

38.51%

Shares11.1K

Event2026-03-31

Filed2026-05-01

EATON CORP PLC

26.32%

Shares20.0K

Event2026-03-31

Filed2026-05-01

BSCS

INVESCO EXCH TRD SLF IDX FD

7.63%

Shares340.8K

Event2026-03-31

Filed2026-05-01

DHR

DANAHER CORP DEL

32.84%

Shares36.1K

Event2026-03-31

Filed2026-05-01

AMAT

APPLIED MATLS INC

-6.49%

Shares19.3K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

-3.65%

Shares26.6K

Event2026-03-31

Filed2026-05-01

BSJU

INVESCO EXCH TRD SLF IDX FD

3.17%

Shares250.5K

Event2026-03-31

Filed2026-05-01

AMD

ADVANCED MICRO DEVICES INC

5.14%

Shares31.1K

Event2026-03-31

Filed2026-05-01

BSJQ

INVESCO EXCH TRD SLF IDX FD

-10.88%

Shares267.9K

Event2026-03-31

Filed2026-05-01

BSCR

INVESCO EXCH TRD SLF IDX FD

9.90%

Shares311.2K

Event2026-03-31

Filed2026-05-01

BSCT

INVESCO EXCH TRD SLF IDX FD

5.64%

Shares324.4K

Event2026-03-31

Filed2026-05-01

HASI

HA SUSTAINABLE INFRA CAP INC

-4.41%

Shares158.6K

Event2026-03-31

Filed2026-05-01

MARVELL TECHNOLOGY INC

88.86%

Shares56.9K

Event2026-03-31

Filed2026-05-01

DCI

DONALDSON INC

-4.39%

Shares65.8K

Event2026-03-31

Filed2026-05-01

HON

HONEYWELL INTL INC

-0.26%

Shares24.2K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

-4.26%

Shares5.8K

Event2026-03-31

Filed2026-05-01

UBER

UBER TECHNOLOGIES INC

48.77%

Shares73.4K

Event2026-03-31

Filed2026-05-01

XYL

XYLEM INC

-0.71%

Shares43.1K

Event2026-03-31

Filed2026-05-01

WEYERHAEUSER CO

32.17%

Shares209.0K

Event2026-03-31

Filed2026-05-01

KMI

KINDER MORGAN INC DEL

1.02%

Shares151.8K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

-0.95%

Shares58.9K

Event2026-03-31

Filed2026-05-01

TTEK

TETRA TECH INC NEW

43.94%

Shares147.4K

Event2026-03-31

Filed2026-05-01

GEV

GE VERNOVA INC

-11.76%

Shares5.0K

Event2026-03-31

Filed2026-05-01

AWK

AMERICAN WTR WKS CO INC NEW

-14.75%

Shares32.1K

Event2026-03-31

Filed2026-05-01

BSCU

INVESCO EXCH TRD SLF IDX FD

9.44%

Shares257.1K

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC

-0.38%

Shares19.4K

Event2026-03-31

Filed2026-05-01

FDX

FEDEX CORP

-35.06%

Shares11.2K

Event2026-03-31

Filed2026-05-01

ROP

ROPER TECHNOLOGIES INC

-5.07%

Shares10.0K

Event2026-03-31

Filed2026-05-01

KMB

KIMBERLY-CLARK CORP

124.66%

Shares36.6K

Event2026-03-31

Filed2026-05-01

GE AEROSPACE

-5.18%

Shares12.2K

Event2026-03-31

Filed2026-05-01

BSCQ

INVESCO EXCH TRD SLF IDX FD

-10.09%

Shares176.8K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

-0.91%

Shares15.2K

Event2026-03-31

Filed2026-05-01

GLW

CORNING INC

-8.17%

Shares22.2K

Event2026-03-31

Filed2026-05-01

KLAC

KLA CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-01

EXPE

EXPEDIA GROUP INC

-49.38%

Shares12.6K

Event2026-03-31

Filed2026-05-01

ZTS

ZOETIS INC

7.38%

Shares23.9K

Event2026-03-31

Filed2026-05-01

NOW

SERVICENOW INC

New

Shares26.9K

Event2026-03-31

Filed2026-05-01

CRM

SALESFORCE INC

-16.10%

Shares14.6K

Event2026-03-31

Filed2026-05-01

BDX

BECTON DICKINSON & CO

-28.41%

Shares17.1K

Event2026-03-31

Filed2026-05-01

PFE

PFIZER INC

5.79%

Shares91.6K

Event2026-03-31

Filed2026-05-01

BSJV

INVESCO EXCH TRD SLF IDX FD

34.32%

Shares91.8K

Event2026-03-31

Filed2026-05-01

PNW

PINNACLE WEST CAP CORP

-1.08%

Shares22.9K

Event2026-03-31

Filed2026-05-01

BEP

BROOKFIELD RENEWABLE ENERGY

-0.30%

Shares65.8K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

-1.75%

Shares4.4K

Event2026-03-31

Filed2026-05-01

BSCV

INVESCO EXCH TRD SLF IDX FD

39.67%

Shares127.6K

Event2026-03-31

Filed2026-05-01

JEPI

J P MORGAN EXCHANGE TRADED F

-9.72%

Shares35.3K

Event2026-03-31

Filed2026-05-01

CRCL

CIRCLE INTERNET GROUP INC

New

Shares19.0K

Event2026-03-31

Filed2026-05-01

NFLX

NETFLIX INC.

8.04%

Shares18.5K

Event2026-03-31

Filed2026-05-01

EQAL

INVESCO EXCH TRADED FD TR II

1.79%

Shares27.3K

Event2026-03-31

Filed2026-05-01

AT&T INC

-3.50%

Shares44.1K

Event2026-03-31

Filed2026-05-01

DRI

DARDEN RESTAURANTS INC

12.88%

Shares5.8K

Event2026-03-31

Filed2026-05-01

EWBC

EAST WEST BANCORP INC

-3.28%

Shares10.3K

Event2026-03-31

Filed2026-05-01

EIX

EDISON INTL

8.10%

Shares14.8K

Event2026-03-31

Filed2026-05-01

CLH

CLEAN HARBORS INC

-1.57%

Shares3.8K

Event2026-03-31

Filed2026-05-01

SHW

SHERWIN WILLIAMS CO

17.58%

Shares3.3K

Event2026-03-31

Filed2026-05-01

FORD MTR CO

-2.15%

Shares80.5K

Event2026-03-31

Filed2026-05-01

EMR

EMERSON ELEC CO

4.18%

Shares7.0K

Event2026-03-31

Filed2026-05-01

TNC

TENNANT CO

-7.90%

Shares13.2K

Event2026-03-31

Filed2026-05-01

LMNR

LIMONEIRA CO

0.00%

Shares60.0K

Event2026-03-31

Filed2026-05-01

ISHARES GOLD TR

-4.28%

Shares9.1K

Event2026-03-31

Filed2026-05-01

VRT

VERTIV HOLDINGS CO

1.06%

Shares3.1K

Event2026-03-31

Filed2026-05-01

ASTRAZENECA PLC

New

Shares3.8K

Event2026-03-31

Filed2026-05-01

BMY

BRISTOL-MYERS SQUIBB CO

-13.52%

Shares12.2K

Event2026-03-31

Filed2026-05-01

VEU

VANGUARD INTL EQUITY INDEX F

57.27%

Shares9.1K

Event2026-03-31

Filed2026-05-01

CRSP

CRISPR THERAPEUTICS AG

12.06%

Shares14.1K

Event2026-03-31

Filed2026-05-01

RSPT

INVESCO EXCHANGE TRADED FD T

-2.70%

Shares14.3K

Event2026-03-31

Filed2026-05-01

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares892

Event2026-03-31

Filed2026-05-01

GSLC

GOLDMAN SACHS ETF TR

-4.64%

Shares4.8K

Event2026-03-31

Filed2026-05-01

WAT

WATERS CORP

New

Shares1.9K

Event2026-03-31

Filed2026-05-01

FISERV INC

-69.46%

Shares9.3K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

0.22%

Shares1.4K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares750

Event2026-03-31

Filed2026-05-01

DEERE & CO

-79.65%

Shares834

Event2026-03-31

Filed2026-05-01