Sponsored

The Analysis of St. Louis Trust Co's Holdings & P&L

Currently, St. Louis Trust Co holds 145 types of securities in its portfolio with a total value $856.5M. In the most recent quarter, they have increased their positions in VTI (+5.2K shares, valued at $1.7M), VUG (+3.0K shares, valued at $1.3M), SCHX (+27.1K shares, valued at $694.0K); decreased their positions in IJR (-12.6K shares, valued at $1.6M), SPY (-1.9K shares, valued at $1.2M), N/A (-1.3K shares, valued at $790.0K); initiated new positions in TXN (+1.5K shares, valued at $298.2K), MPC (+1.2K shares, valued at $288.4K), IYW (+1.3K shares, valued at $234.0K).

1M P&L

+4.8M+0.54%

3M P&L

-32.9M-3.52%

HY P&L

+30.6M+3.51%

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/A719.5M

87.9%

2Drug Manufacturers - General8.6M

1.0%

3Banks - Diversified6.7M

0.8%

Top Industries by Stock Count

1N/A54 stocks

40.0%

2Drug Manufacturers - General7 stocks

5.2%

3Software - Application5 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VXUS VANGUARD STAR FDS1.2M shares-0.39%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T131.0K shares-1.44%2026-03-312026-05-14

VTI VANGUARD INDEX FDS241.8K shares2.18%2026-03-312026-05-14

IJR ISHARES TR549.3K shares-2.24%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F724.4K shares-1.21%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS66.0K shares-1.96%2026-03-312026-05-14

IWB ISHARES TR95.8K shares-0.67%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR1.3M shares2.09%2026-03-312026-05-14

Sponsored

VEA VANGUARD TAX-MANAGED FDS505.1K shares-1.65%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F140.9K shares-0.04%2026-03-312026-05-14

VV VANGUARD INDEX FDS64.1K shares-1.70%2026-03-312026-05-14

IJH ISHARES TR209.7K shares-0.07%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR474.0K shares-4.04%2026-03-312026-05-14

VB VANGUARD INDEX FDS49.3K shares-1.16%2026-03-312026-05-14

EFA ISHARES TR125.2K shares0.00%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F195.0K shares-1.38%2026-03-312026-05-14

Sponsored

VTV VANGUARD INDEX FDS45.1K shares-2.37%2026-03-312026-05-14

IWF ISHARES TR20.1K shares2.27%2026-03-312026-05-14

VUG VANGUARD INDEX FDS19.4K shares18.00%2026-03-312026-05-14

IWV ISHARES TR21.8K shares-0.48%2026-03-312026-05-14

IWM ISHARES TR31.5K shares9.41%2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR231.3K shares0.00%2026-03-312026-05-14

IXUS ISHARES TR84.3K shares-1.87%2026-03-312026-05-14

XOM EXXON MOBIL CORP42.7K shares-5.17%2026-03-312026-05-14

Sponsored

JPM JPMORGAN CHASE & CO20.9K shares5.99%2026-03-312026-05-14

VTWO VANGUARD SCOTTSDALE FDS59.2K shares-4.88%2026-03-312026-05-14

CVS CVS HEALTH CORP82.5K shares0.00%2026-03-312026-05-14

ACWX ISHARES TR66.3K shares-1.33%2026-03-312026-05-14

NVDA NVIDIA CORPORATION23.9K shares-1.96%2026-03-312026-05-14

IWD ISHARES TR19.4K shares5.72%2026-03-312026-05-14

SCHC SCHWAB STRATEGIC TR86.5K shares0.00%2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR122.5K shares-5.61%2026-03-312026-05-14

Sponsored

IVW ISHARES TR33.5K shares0.00%2026-03-312026-05-14

UNP UNION PAC CORP15.1K shares-8.99%2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS47.4K shares10.35%2026-03-312026-05-14

IWO ISHARES TR11.5K shares0.00%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F23.5K shares-2.87%2026-03-312026-05-14

ACWI ISHARES TR24.0K shares0.00%2026-03-312026-05-14

BN BROOKFIELD CORP76.9K shares0.00%2026-03-312026-05-14

Sponsored

OEF ISHARES TR9.4K shares0.00%2026-03-312026-05-14

PGR PROGRESSIVE CORP14.4K shares0.00%2026-03-312026-05-14

LOW LOWES COS INC11.6K shares0.00%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC16.5K shares0.00%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR104.3K shares0.00%2026-03-312026-05-14

IEFA ISHARES TR27.8K shares0.00%2026-03-312026-05-14

BHP BHP BILLITON LIMITED33.7K shares0.00%2026-03-312026-05-14

V VISA INC7.9K shares-3.32%2026-03-312026-05-14

Sponsored

IJS ISHARES TR19.9K shares-0.43%2026-03-312026-05-14

WMT WALMART INC18.4K shares0.00%2026-03-312026-05-14

VO VANGUARD INDEX FDS7.9K shares8.29%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO33.2K shares0.00%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC16.5K shares6.26%2026-03-312026-05-14

RTX RTX CORPORATION10.1K shares0.00%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.0K shares0.00%2026-03-312026-05-14

SBAC SBA COMMUNICATIONS CORP10.7K shares0.00%2026-03-312026-05-14

Sponsored

NFLX NETFLIX INC.18.9K shares38.75%2026-03-312026-05-14

ABBV ABBVIE INC8.3K shares0.00%2026-03-312026-05-14

NEE NEXTERA ENERGY INC19.3K shares0.00%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC1.8K shares0.00%2026-03-312026-05-14

ASML ASML HLDG NV1.3K shares-25.93%2026-03-312026-05-14

CSCO CISCO SYS INC21.7K shares20.92%2026-03-312026-05-14

VIOV VANGUARD ADMIRAL FDS INC16.3K shares0.00%2026-03-312026-05-14

IWR ISHARES TR16.7K shares0.00%2026-03-312026-05-14

Sponsored

IWN ISHARES TR8.5K shares0.00%2026-03-312026-05-14

LLY ELI LILLY & CO1.7K shares-23.08%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS17.5K shares2.05%2026-03-312026-05-14

VIOG VANGUARD ADMIRAL FDS INC12.3K shares0.00%2026-03-312026-05-14

PFE PFIZER INC53.9K shares0.79%2026-03-312026-05-14

BROADCOM INC BROADCOM INC4.7K shares8.45%2026-03-312026-05-14

CAT CATERPILLAR INC2.0K shares24.09%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS5.1K shares10.36%2026-03-312026-05-14

Sponsored

SNPS SYNOPSYS INC3.1K shares0.00%2026-03-312026-05-14

EEM ISHARES TR21.0K shares6.64%2026-03-312026-05-14

AXON AXON ENTERPRISE INC2.8K shares80.91%2026-03-312026-05-14

VBK VANGUARD INDEX FDS3.6K shares-10.10%2026-03-312026-05-14

VBR VANGUARD INDEX FDS5.0K shares-10.87%2026-03-312026-05-14

VOE VANGUARD INDEX FDS5.8K shares-11.43%2026-03-312026-05-14

KO COCA COLA CO14.0K shares-12.22%2026-03-312026-05-14

MSCI MSCI INC2.0K shares25.38%2026-03-312026-05-14

Sponsored

EMR EMERSON ELEC CO8.0K shares0.00%2026-03-312026-05-14

ABT ABBOTT LABORATORIES9.7K shares0.00%2026-03-312026-05-14

VOT VANGUARD INDEX FDS3.8K shares-11.38%2026-03-312026-05-14

TDG TRANSDIGM GROUP INC840 shares25.56%2026-03-312026-05-14

SHOP SHOPIFY INC8.2K shares13.50%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC2.1K shares0.00%2026-03-312026-05-14

INTU INTUIT2.2K shares0.00%2026-03-312026-05-14

SPOT SPOTIFY TECHNOLOGY S A1.7K shares40.51%2026-03-312026-05-14

Sponsored

NKE NIKE INC15.2K shares0.00%2026-03-312026-05-14

FICO FAIR ISAAC CORP734 shares16.51%2026-03-312026-05-14

APH AMPHENOL CORP6.2K shares71.14%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC2.3K shares0.00%2026-03-312026-05-14

SCZ ISHARES TR9.7K shares0.00%2026-03-312026-05-14

CVX CHEVRON CORPORATION3.6K shares-20.32%2026-03-312026-05-14

PG PROCTER & GAMBLE CO5.0K shares-16.74%2026-03-312026-05-14

ZBH ZIMMER BIOMET HOLDINGS INC8.0K shares0.00%2026-03-312026-05-14

Sponsored

MO ALTRIA GROUP INC10.7K shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC2.4K shares-16.98%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS3.2K shares-16.67%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.2K shares0.00%2026-03-312026-05-14

PEP PEPSICO INC4.4K shares-22.00%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP10.2K shares14.31%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO7.4K shares0.00%2026-03-312026-05-14

NOW SERVICENOW INC5.7K shares14.42%2026-03-312026-05-14

Sponsored

ARKK ARK ETF TR8.6K shares0.00%2026-03-312026-05-14

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD12.9K shares0.00%2026-03-312026-05-14

MCD MCDONALDS CORP1.8K shares0.00%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC1.2K shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC1.8K shares-21.47%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC10.0K shares0.00%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON2.1K shares-41.00%2026-03-312026-05-14

TGT TARGET CORP4.0K shares0.00%2026-03-312026-05-14

Sponsored

IVV ISHARES TR720 shares0.00%2026-03-312026-05-14

KMB KIMBERLY-CLARK CORP4.8K shares5.22%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC524 shares0.00%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST6.8K shares0.00%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC3.4K shares-49.07%2026-03-312026-05-14

DDOG DATADOG INC3.3K shares0.00%2026-03-312026-05-14

SPGI S&P GLOBAL INC868 shares-53.68%2026-03-312026-05-14

PRU PRUDENTIAL FINL INC3.8K shares0.00%2026-03-312026-05-14

Sponsored

CARR CARRIER GLOBAL CORPORATION6.0K shares0.00%2026-03-312026-05-14

SO SOUTHERN CO3.5K shares0.00%2026-03-312026-05-14

TJX TJX COS INC NEW2.0K shares0.00%2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC719 shares0.00%2026-03-312026-05-14

META META PLATFORMS INC545 shares0.00%2026-03-312026-05-14

GILD GILEAD SCIENCES INC2.2K shares0.00%2026-03-312026-05-14

TXN TEXAS INSTRS INC1.5K sharesnew addition2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION293 shares0.00%2026-03-312026-05-14

Sponsored

MPC MARATHON PETE CORP1.2K sharesnew addition2026-03-312026-05-14

BAC BANK AMERICA CORP5.7K shares0.00%2026-03-312026-05-14

MSFT MICROSOFT CORP720 shares-53.73%2026-03-312026-05-14

ORLY OREILLY AUTOMOTIVE INC2.8K shares0.00%2026-03-312026-05-14

AMZN AMAZON COM INC1.2K shares0.00%2026-03-312026-05-14

ORCL ORACLE CORP1.7K shares0.00%2026-03-312026-05-14

AAPL APPLE INC939 shares0.00%2026-03-312026-05-14

IYW ISHARES TR1.3K sharesnew addition2026-03-312026-05-14

Sponsored

OTIS OTIS WORLDWIDE CORP3.0K shares0.00%2026-03-312026-05-14

AMGN AMGEN INC649 shares0.00%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE786 shares0.00%2026-03-312026-05-14

EXC EXELON CORP4.3K sharesnew addition2026-03-312026-05-14

SLF SUN LIFE FINANCIAL INC.3.4K shares0.00%2026-03-312026-05-14

GSG ISHARES S&P GSCI COMMODITY-6.6K sharesnew addition2026-03-312026-05-14

DLN WISDOMTREE TR2.4K shares0.00%2026-03-312026-05-14

SYK STRYKER CORPORATION609 shares0.00%2026-03-312026-05-14

Sponsored

VLN VALENS SEMICONDUCTOR LTD58.8K shares0.00%2026-03-312026-05-14

VXUS

VANGUARD STAR FDS

-0.39%

Shares1.2M

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-1.44%

Shares131.0K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

2.18%

Shares241.8K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

-2.24%

Shares549.3K

Event2026-03-31

Filed2026-05-14

VEU

VANGUARD INTL EQUITY INDEX F

-1.21%

Shares724.4K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-1.96%

Shares66.0K

Event2026-03-31

Filed2026-05-14

IWB

ISHARES TR

-0.67%

Shares95.8K

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

2.09%

Shares1.3M

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-1.65%

Shares505.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

-0.04%

Shares140.9K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-1.70%

Shares64.1K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

-0.07%

Shares209.7K

Event2026-03-31

Filed2026-05-14

SCHA

SCHWAB STRATEGIC TR

-4.04%

Shares474.0K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-1.16%

Shares49.3K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

0.00%

Shares125.2K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-1.38%

Shares195.0K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

-2.37%

Shares45.1K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

2.27%

Shares20.1K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

18.00%

Shares19.4K

Event2026-03-31

Filed2026-05-14

IWV

ISHARES TR

-0.48%

Shares21.8K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

9.41%

Shares31.5K

Event2026-03-31

Filed2026-05-14

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares231.3K

Event2026-03-31

Filed2026-05-14

IXUS

ISHARES TR

-1.87%

Shares84.3K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-5.17%

Shares42.7K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

5.99%

Shares20.9K

Event2026-03-31

Filed2026-05-14

VTWO

VANGUARD SCOTTSDALE FDS

-4.88%

Shares59.2K

Event2026-03-31

Filed2026-05-14

CVS

CVS HEALTH CORP

0.00%

Shares82.5K

Event2026-03-31

Filed2026-05-14

ACWX

ISHARES TR

-1.33%

Shares66.3K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-1.96%

Shares23.9K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

5.72%

Shares19.4K

Event2026-03-31

Filed2026-05-14

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares86.5K

Event2026-03-31

Filed2026-05-14

SCHM

SCHWAB STRATEGIC TR

-5.61%

Shares122.5K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

0.00%

Shares33.5K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

-8.99%

Shares15.1K

Event2026-03-31

Filed2026-05-14

BIV

VANGUARD BD INDEX FDS

10.35%

Shares47.4K

Event2026-03-31

Filed2026-05-14

IWO

ISHARES TR

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-05-14

VSS

VANGUARD INTL EQUITY INDEX F

-2.87%

Shares23.5K

Event2026-03-31

Filed2026-05-14

ACWI

ISHARES TR

0.00%

Shares24.0K

Event2026-03-31

Filed2026-05-14

BROOKFIELD CORP

0.00%

Shares76.9K

Event2026-03-31

Filed2026-05-14

OEF

ISHARES TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-14

PGR

PROGRESSIVE CORP

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

0.00%

Shares16.5K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares104.3K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

0.00%

Shares27.8K

Event2026-03-31

Filed2026-05-14

BHP

BHP BILLITON LIMITED

0.00%

Shares33.7K

Event2026-03-31

Filed2026-05-14

VISA INC

-3.32%

Shares7.9K

Event2026-03-31

Filed2026-05-14

IJS

ISHARES TR

-0.43%

Shares19.9K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

0.00%

Shares18.4K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

8.29%

Shares7.9K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares33.2K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

6.26%

Shares16.5K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-14

SBAC

SBA COMMUNICATIONS CORP

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

38.75%

Shares18.9K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

0.00%

Shares19.3K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

ASML

ASML HLDG NV

-25.93%

Shares1.3K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

20.92%

Shares21.7K

Event2026-03-31

Filed2026-05-14

VIOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares16.3K

Event2026-03-31

Filed2026-05-14

IWR

ISHARES TR

0.00%

Shares16.7K

Event2026-03-31

Filed2026-05-14

IWN

ISHARES TR

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

-23.08%

Shares1.7K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

2.05%

Shares17.5K

Event2026-03-31

Filed2026-05-14

VIOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

0.79%

Shares53.9K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

8.45%

Shares4.7K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

24.09%

Shares2.0K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

10.36%

Shares5.1K

Event2026-03-31

Filed2026-05-14

SNPS

SYNOPSYS INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

6.64%

Shares21.0K

Event2026-03-31

Filed2026-05-14

AXON

AXON ENTERPRISE INC

80.91%

Shares2.8K

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

-10.10%

Shares3.6K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

-10.87%

Shares5.0K

Event2026-03-31

Filed2026-05-14

VOE

VANGUARD INDEX FDS

-11.43%

Shares5.8K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

-12.22%

Shares14.0K

Event2026-03-31

Filed2026-05-14

MSCI

MSCI INC

25.38%

Shares2.0K

Event2026-03-31

Filed2026-05-14

EMR

EMERSON ELEC CO

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-14

VOT

VANGUARD INDEX FDS

-11.38%

Shares3.8K

Event2026-03-31

Filed2026-05-14

TDG

TRANSDIGM GROUP INC

25.56%

Shares840

Event2026-03-31

Filed2026-05-14

SHOP

SHOPIFY INC

13.50%

Shares8.2K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

INTU

INTUIT

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

SPOT

SPOTIFY TECHNOLOGY S A

40.51%

Shares1.7K

Event2026-03-31

Filed2026-05-14

NKE

NIKE INC

0.00%

Shares15.2K

Event2026-03-31

Filed2026-05-14

FICO

FAIR ISAAC CORP

16.51%

Shares734

Event2026-03-31

Filed2026-05-14

APH

AMPHENOL CORP

71.14%

Shares6.2K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

SCZ

ISHARES TR

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

-20.32%

Shares3.6K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

-16.74%

Shares5.0K

Event2026-03-31

Filed2026-05-14

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-16.98%

Shares2.4K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

-16.67%

Shares3.2K

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

-22.00%

Shares4.4K

Event2026-03-31

Filed2026-05-14

BSX

BOSTON SCIENTIFIC CORP

14.31%

Shares10.2K

Event2026-03-31

Filed2026-05-14

COLGATE PALMOLIVE CO

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

14.42%

Shares5.7K

Event2026-03-31

Filed2026-05-14

ARKK

ARK ETF TR

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-14

BROOKFIELD ASSET MANAGMT LTD

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-21.47%

Shares1.8K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-41.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

TGT

TARGET CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

0.00%

Shares720

Event2026-03-31

Filed2026-05-14

KMB

KIMBERLY-CLARK CORP

5.22%

Shares4.8K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

0.00%

Shares524

Event2026-03-31

Filed2026-05-14

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

-49.07%

Shares3.4K

Event2026-03-31

Filed2026-05-14

DDOG

DATADOG INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC

-53.68%

Shares868

Event2026-03-31

Filed2026-05-14

PRU

PRUDENTIAL FINL INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-14

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares719

Event2026-03-31

Filed2026-05-14