Sponsored

The Analysis of STALEY CAPITAL ADVISERS INC's Holdings & P&L

Currently, STALEY CAPITAL ADVISERS INC holds 185 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in HSIC (+447.1K shares, valued at $32.9M), APD (+72.8K shares, valued at $21.1M), LW (+393.5K shares, valued at $16.6M); decreased their positions in NVDA (-163.7K shares, valued at $28.5M), OKTA (-224.0K shares, valued at $17.6M), N/A (-25.6K shares, valued at $11.0M); initiated new positions in N/A (+369.2K shares, valued at $6.7M), GPC (+12.5K shares, valued at $1.3M), BIV (+7.8K shares, valued at $599.7K).

1M P&L

-462.4M-18.14%

3M P&L

-481.7M-18.76%

HY P&L

-403.7M-16.21%

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/A475.2M

25.3%

2Software - Infrastructure152.5M

8.1%

3Specialty Chemicals140.0M

7.4%

Top Industries by Stock Count

1N/A64 stocks

40.5%

2Banks - Regional6 stocks

3.8%

3Drug Manufacturers - General5 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF iSHARES RUSSELL 1000 GROWTH411.4K shares0.09%2026-03-312026-04-29

ALPHABET C ALPHABET C586.7K shares-1.27%2026-03-312026-04-29

MSFT MICROSOFT CORP402.3K shares4.22%2026-03-312026-04-29

JPM J.P. MORGAN CHASE417.4K shares-0.73%2026-03-312026-04-29

BERKSHIRE HATH B BERKSHIRE HATH B201.3K shares6.18%2026-03-312026-04-29

QCOM QUALCOMM INC.721.6K shares-0.44%2026-03-312026-04-29

CVX CHEVRON CORP390.0K shares-2.10%2026-03-312026-04-29

FDX FEDEX CORP217.9K shares-3.56%2026-03-312026-04-29

Sponsored

IFF INTL FLAV/FRAG.1.1M shares8.08%2026-03-312026-04-29

AMZN AMAZON.COM343.5K shares6.98%2026-03-312026-04-29

JNJ JOHNSON&JOHNSON273.7K shares-1.95%2026-03-312026-04-29

BA BOEING CO.335.4K shares6.29%2026-03-312026-04-29

APD AIR PRODS & CHEMS216.8K shares50.52%2026-03-312026-04-29

SPDR GOLD SHARES SPDR GOLD SHARES145.0K shares-15.01%2026-03-312026-04-29

SJM SMUCKER J M CO637.7K shares17.25%2026-03-312026-04-29

PFE PFIZER INC2.0M shares2.73%2026-03-312026-04-29

Sponsored

VANECK VECTORS GOLD MINERS VANECK VECTORS GOLD MINERS522.9K shares-12.33%2026-03-312026-04-29

CTVA CORTEVA INC.554.1K shares1.90%2026-03-312026-04-29

CSCO CISCO SYSTEMS591.3K shares-1.55%2026-03-312026-04-29

CITIGROUP CITIGROUP341.0K shares-2.29%2026-03-312026-04-29

AAPL APPLE INC148.8K shares-1.06%2026-03-312026-04-29

QNITY ELECTRONICS QNITY ELECTRONICS306.0K shares-18.08%2026-03-312026-04-29

DIS WALT DISNEY CO.354.5K shares22.08%2026-03-312026-04-29

HSIC HENRY SCHEIN450.7K shares12115.18%2026-03-312026-04-29

Sponsored

VWO VANGUARD EMERG. MARKETS ETF575.3K shares-5.11%2026-03-312026-04-29

TJX TJX COS INC150.6K shares-0.33%2026-03-312026-04-29

VTV VANGUARD VALUE121.5K shares1.77%2026-03-312026-04-29

EFG iSHARES EAFE GROWTH ETF173.9K shares5.97%2026-03-312026-04-29

LQDT 539.4K shares0.00%2026-03-312026-05-14

LW LAMB WESTON418.5K shares1573.84%2026-03-312026-04-29

PM PHILIP MORRIS INTl.106.8K shares4.17%2026-03-312026-04-29

VCSH VANGUARD S/T CORP BOND ETF216.1K shares17.46%2026-03-312026-04-29

Sponsored

LQDT LIQUIDITY SERVICES539.4K shares-25.05%2026-03-312026-04-29

VMBS VANGUARD MBS ETF331.4K shares5.81%2026-03-312026-04-29

VEA VANGUARD DEVEL. MARKETS ETF235.0K shares1.58%2026-03-312026-04-29

VO VANGUARD MID CAP49.0K shares1.04%2026-03-312026-04-29

VANGUARD INTERM. TREASURY VANGUARD INTERM. TREASURY231.9K shares3.50%2026-03-312026-04-29

VB VANGUARD SMALL-CAP ETF49.2K shares-0.30%2026-03-312026-04-29

AEM AGNICO EAGLE63.4K shares-0.78%2026-03-312026-04-29

GOOGL ALPHABET A41.6K shares-0.48%2026-03-312026-04-29

Sponsored

ESGU iSHARES ESG AWARE USA80.0K shares0.00%2026-03-312026-04-29

FMDE FIDELITY MID CAP309.9K shares44.23%2026-03-312026-04-29

SPG SIMON PROPERTY GROUP INC59.1K shares23.00%2026-03-312026-04-29

BND VANGUARD TOTAL BOND MARKET146.8K shares12.71%2026-03-312026-04-29

DOW DOW CHEMICAL241.2K shares0.00%2026-03-312026-04-29

EFV iSHARES EAFE VALUE ETF134.9K shares0.53%2026-03-312026-04-29

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF16.3K shares1.20%2026-03-312026-04-29

VZ VERIZON COMM.193.6K shares-0.39%2026-03-312026-04-29

Sponsored

MDY SPDR S&P 400 MIDCAP12.8K shares0.00%2026-03-312026-04-29

EEM iSHARES EMERGING MARKETS125.5K shares0.00%2026-03-312026-04-29

VISTANCE NETWORKS INC VISTANCE NETWORKS INC369.2K sharesnew addition2026-03-312026-04-29

FI FISERV INC110.2K shares-13.79%2026-03-312026-04-29

NEAR iSHARES SHORT MATURITY BOND119.4K shares-0.68%2026-03-312026-04-29

IYW ISHARES U.S. TECH ETF32.8K shares-0.52%2026-03-312026-04-29

TWI TITAN INTL INC798.4K shares-2.19%2026-03-312026-04-29

VIG VANGUARD DIV. APPRECIATION ETF25.3K shares6.24%2026-03-312026-04-29

Sponsored

OPCH OPTION CARE HEALTH INC COM NEW200.0K shares-11.11%2026-03-312026-04-29

IBM IBM22.1K shares0.00%2026-03-312026-04-29

XLK SPDR-TECHNOLOGY38.5K shares0.00%2026-03-312026-04-29

SPSB SPDR SHORT-TERM CORPORATE BOND163.6K shares0.83%2026-03-312026-04-29

CAT CATERPILLAR INC6.8K shares0.00%2026-03-312026-04-29

NULV NUVEEN ESG LARGE CAP VALUE100.0K shares0.00%2026-03-312026-04-29

KKR & CO KKR & CO45.0K shares0.00%2026-03-312026-04-29

EFA iSHARES DEVELOPED MARKETS40.5K shares0.00%2026-03-312026-04-29

Sponsored

SCHG SCHWAB U.S. LARGE-CAP ETF129.5K shares0.00%2026-03-312026-04-29

VGK VANGUARD EUROPE ETF40.1K shares0.00%2026-03-312026-04-29

FMNB FARMERS NATIONAL BANC COM250.3K shares42.80%2026-03-312026-04-29

NVDA NVIDIA CORP16.5K shares-90.84%2026-03-312026-04-29

VCIT VANGUARD INTER-TERM CORP BOND32.9K shares13.61%2026-03-312026-04-29

KO COCA COLA CO35.6K shares0.00%2026-03-312026-04-29

VTIP VANGUARD S-T TIPS52.4K shares3.97%2026-03-312026-04-29

VANGUARD WINDSOR-ADM VANGUARD WINDSOR-ADM35.8K shares0.00%2026-03-312026-04-29

Sponsored

DFLV DFA LRG VALUE ETF69.0K shares29.13%2026-03-312026-04-29

VEU VANGUARD TOTAL INTL. ETF32.0K shares-0.31%2026-03-312026-04-29

IJR ISHARES S&P SMALL-CAP ETF19.0K shares0.00%2026-03-312026-04-29

UBSI UNITED BANKSHARES56.5K shares0.00%2026-03-312026-04-29

TETRA TECH INC TETRA TECH INC76.8K shares0.00%2026-03-312026-04-29

XBI SPDR S&P BIOTECH18.1K shares25.76%2026-03-312026-04-29

AR ANTERO RES CORP54.0K shares-2.70%2026-03-312026-04-29

FORA FORIAN INC COM1.1M shares0.00%2026-03-312026-04-29

Sponsored

MUNI PIMCO INTERM. MUNI ETF42.7K shares288.18%2026-03-312026-04-29

SCHM SCHWAB U.S. MID CAP67.1K shares-0.11%2026-03-312026-04-29

MA MASTERCARD INC3.9K shares1.17%2026-03-312026-04-29

VV VANGUARD LARGE CAP ETF6.5K shares-1.37%2026-03-312026-04-29

CENCORA CENCORA6.1K shares0.66%2026-03-312026-04-29

VOE VANGUARD INDEX FDS MCAP VL IDX10.2K shares-1.12%2026-03-312026-04-29

VUG VANGUARD GROWTH4.3K shares-0.35%2026-03-312026-04-29

PG PROCTER & GAMBLE12.2K shares0.00%2026-03-312026-04-29

Sponsored

SUSB iSHARES ESG 1-5 YR CORPORATE70.0K shares0.00%2026-03-312026-04-29

OKTA OKTA INC22.1K shares-91.03%2026-03-312026-04-29

SPY SPDR S&P 500 ETF2.6K shares0.00%2026-03-312026-04-29

MINT PIMCO ENHANCED SHORT MATURITY16.0K shares-4.20%2026-03-312026-04-29

PH PARKER HANNIFIN1.8K shares0.00%2026-03-312026-04-29

DFA SMALL CAP ETF DFA SMALL CAP ETF21.3K shares4.96%2026-03-312026-04-29

CFG CITIZENS FINL25.0K shares0.00%2026-03-312026-04-29

XOM EXXON MOBIL8.8K shares0.25%2026-03-312026-04-29

Sponsored

META META PLATFORMS INC CL A2.5K shares-13.71%2026-03-312026-04-29

SCHB SCHWAB U.S. BROAD MARKET54.7K shares-16.30%2026-03-312026-04-29

ESGE iSHARES ESG AWARE EMERGING MKT30.0K shares0.00%2026-03-312026-04-29

HD HOME DEPOT INC.4.1K shares28.34%2026-03-312026-04-29

GPC GENUINE PARTS CO COM12.5K sharesnew addition2026-03-312026-04-29

FUNDAMENTAL INVS CL F2 SHS FUNDAMENTAL INVS CL F2 SHS14.6K shares0.00%2026-03-312026-04-29

TWLO TWILIO INC10.0K shares-55.56%2026-03-312026-04-29

V VISA INC CL A4.1K shares0.15%2026-03-312026-04-29

Sponsored

NML NEUBERGER BRMN. MLP INCOME115.0K shares0.00%2026-03-312026-04-29

IWD iSHARES RUSSELL 1000 VALUE5.4K shares0.00%2026-03-312026-04-29

MTB M & T BK CORP COM5.5K shares0.00%2026-03-312026-04-29

PNC PNC FINANCIAL5.1K shares-0.97%2026-03-312026-04-29

TFC TRUIST FINL CORP22.6K shares0.00%2026-03-312026-04-29

PEP PEPSICO INC6.7K shares-10.72%2026-03-312026-04-29

SPDR SHORT TERM MUNICIPAL SPDR SHORT TERM MUNICIPAL21.4K shares-4.46%2026-03-312026-04-29

MERCK & CO. INC. MERCK & CO. INC.8.0K shares0.00%2026-03-312026-04-29

Sponsored

IVV ISHARES TR S&P 500 INDEX1.4K shares-3.11%2026-03-312026-04-29

RJF RAYMOND JAMES FINL6.3K shares0.00%2026-03-312026-04-29

CHECK POINT SOFTWARE CHECK POINT SOFTWARE6.0K shares0.00%2026-03-312026-04-29

ISHARES GOLD TRUST ISHARES GOLD TRUST9.4K shares-1.06%2026-03-312026-04-29

BAC BANK OF AMERICA16.5K shares0.00%2026-03-312026-04-29

SCHWAB S&P 500 INDEX SCHWAB S&P 500 INDEX47.9K shares0.00%2026-03-312026-04-29

ABT ABBOTT LABS7.5K shares11.82%2026-03-312026-04-29

IWB ISHARES RUSSELL 1000 ETF2.1K shares0.00%2026-03-312026-04-29

Sponsored

GE GENERAL ELECTRIC2.3K shares-1.09%2026-03-312026-04-29

FHI FEDERATED HERMES11.1K shares0.00%2026-03-312026-04-29

IVW iSHARES S&P 500 GROWTH5.5K shares0.00%2026-03-312026-04-29

BIV VANGUARD INTERM-TERM BOND7.8K sharesnew addition2026-03-312026-04-29

LAB STANDARD BIOTOOLS INC COM632.4K sharesnew addition2026-03-312026-04-29

MO ALTRIA GROUP INC.8.7K shares-3.33%2026-03-312026-04-29

BIL SPDR SERIES TRUST SPDR BLOOMBE5.7K shares147.83%2026-03-312026-04-29

VBR VANGUARD SMALL CAP VALUE ETF2.3K shares0.00%2026-03-312026-04-29

Sponsored

PFF iSHARES PREFERRED STOCK16.5K shares-5.71%2026-03-312026-04-29

DLN WISDOMTREE LARGECAP DIV5.5K shares-14.27%2026-03-312026-04-29

AMGN AMGEN INC1.4K shares0.00%2026-03-312026-04-29

IJH ISHARES CORE S&P MID-CAP ETF7.1K shares7.55%2026-03-312026-04-29

FLEX LTD ORD FLEX LTD ORD7.2K shares0.00%2026-03-312026-04-29

GEV GE VERNOVA INC COM543 shares0.00%2026-03-312026-04-29

COP CONOCOPHILLIPS3.6K shares0.00%2026-03-312026-04-29

DFAT DIMENSIONAL ETF TRUST US TARGE7.4K shares0.34%2026-03-312026-04-29

Sponsored

TSLA TESLA MOTORS1.2K shares-83.04%2026-03-312026-04-29

DFIV DFA INTL. VALUE ETF8.3K sharesnew addition2026-03-312026-04-29

MDYV SPDR S&P 400 MID CAP VALUE5.1K shares0.00%2026-03-312026-04-29

WMT WAL-MART STORES3.5K shares0.00%2026-03-312026-04-29

COST COSTCO WHOLESALE412 shares-19.53%2026-03-312026-04-29

BLACKROCK INC BLACKROCK INC412 sharesnew addition2026-03-312026-04-29

IWM ISHARES RUSSELL 2000 INDEX1.5K shares0.00%2026-03-312026-04-29

ABBV ABBVIE INC.1.7K shares-12.65%2026-03-312026-04-29

Sponsored

CALAMOS INVT TR NEW MKT NEUTRA CALAMOS INVT TR NEW MKT NEUTRA23.7K shares0.00%2026-03-312026-04-29

HTFL HEARTFLOW INC COM14.0K shares100.00%2026-03-312026-04-29

BROADCOM LTD SHS BROADCOM LTD SHS1.1K shares0.00%2026-03-312026-04-29

BOX BOX INC CL A14.0K shares0.00%2026-03-312026-04-29

DVY iSHARES DIVIDEND2.1K shares0.00%2026-03-312026-04-29

LYFT LYFT INC23.0K shares-74.16%2026-03-312026-04-29

VYMI VANGUARD INTL. HIGH DIVIDEND E3.2K shares0.00%2026-03-312026-04-29

NATIXIS LOOMIS SAYLES INV GRAD NATIXIS LOOMIS SAYLES INV GRAD29.9K shares1.27%2026-03-312026-04-29

Sponsored

LLY LILLY ELI & CO.313 sharesnew addition2026-03-312026-04-29

FFIV F5 NETWORKS INC991 shares0.00%2026-03-312026-04-29

SLB SCHLUMBERGER5.6K shares0.00%2026-03-312026-04-29

ASML ASML HOLDING N V N Y REGISTRY215 shares0.00%2026-03-312026-04-29

PSX PHILLIPS 661.5K sharesnew addition2026-03-312026-04-29

TMO THERMO FISHER SCIENTIFIC552 shares0.00%2026-03-312026-04-29

NRK NUVEEN NY AMT-FREE MUN26.0K shares0.00%2026-03-312026-04-29

CNO CNO FINANCIAL6.4K shares0.00%2026-03-312026-04-29

Sponsored

AMD ADVANCED MICRO DEVICES INC1.2K shares0.00%2026-03-312026-04-29

FOR D R HORTON1.8K shares0.00%2026-03-312026-04-29

ATARA BIOTHERAPEUTICS COM NEW ATARA BIOTHERAPEUTICS COM NEW50.0K shares0.00%2026-03-312026-04-29

PPG PPG INDUSTRIES2.2K shares0.00%2026-03-312026-04-29

NASDAQ 100 SHARES NASDAQ 100 SHARES409 sharesnew addition2026-03-312026-04-29

EMR ENBRIDGE INC4.2K shares0.00%2026-03-312026-04-29

LOW LOWE'S COMPANIES950 shares-5.00%2026-03-312026-04-29

LIN LINDE PLC450 sharesnew addition2026-03-312026-04-29

Sponsored

AFL AFLAC INC2.0K shares0.00%2026-03-312026-04-29

SWKS SKYWORKS SOLUTIONS INC.4.0K shares0.00%2026-03-312026-04-29

CL COLGATE PALMOLIVE CO2.5K sharesnew addition2026-03-312026-04-29

CMCSA COMCAST CORP.7.3K shares0.00%2026-03-312026-04-29

HON HONEYWELL INTL924 shares-41.15%2026-03-312026-04-29

DHR DANAHER CORP.1.1K shares0.00%2026-03-312026-04-29

MDLZ MONDELEZ INTL3.5K sharesnew addition2026-03-312026-04-29

NFLX NETFLIX INC.2.1K shares-72.27%2026-03-312026-04-29

Sponsored

NUV NUVEEN MUNI VALUE20.0K shares-9.09%2026-03-312026-04-29

PFXF VANECK VECTORS PFD. SEC. EX-FI10.0K shares0.00%2026-03-312026-04-29

PMO PUTNAM MUNI OPPORT TRUST12.5K shares0.00%2026-03-312026-04-29

CLVT CLARIVATE PLC ORD SHS50.0K sharesnew addition2026-03-312026-04-29

QVCGP QVC GROUP INC. NT CAL 31 8.00049.0K shares0.00%2026-03-312026-04-29

NAZ NUVEEN ARIZONA QLTY MUNI10.0K shares0.00%2026-03-312026-04-29

EOSE EOS ENERGY ENTERPRISES COM CL20.0K shares0.00%2026-03-312026-04-29

VYNE VYNE THERAP.51.5K shares0.00%2026-03-312026-04-29

Sponsored

ANIX ANIXA BIOSCIENCES INC COM10.0K shares0.00%2026-03-312026-04-29

IWF

iSHARES RUSSELL 1000 GROWTH

0.09%

Shares411.4K

Event2026-03-31

Filed2026-04-29

ALPHABET C

-1.27%

Shares586.7K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

4.22%

Shares402.3K

Event2026-03-31

Filed2026-04-29

JPM

J.P. MORGAN CHASE

-0.73%

Shares417.4K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATH B

6.18%

Shares201.3K

Event2026-03-31

Filed2026-04-29

QCOM

QUALCOMM INC.

-0.44%

Shares721.6K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORP

-2.10%

Shares390.0K

Event2026-03-31

Filed2026-04-29

FDX

FEDEX CORP

-3.56%

Shares217.9K

Event2026-03-31

Filed2026-04-29

IFF

INTL FLAV/FRAG.

8.08%

Shares1.1M

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON.COM

6.98%

Shares343.5K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON&JOHNSON

-1.95%

Shares273.7K

Event2026-03-31

Filed2026-04-29

BOEING CO.

6.29%

Shares335.4K

Event2026-03-31

Filed2026-04-29

APD

AIR PRODS & CHEMS

50.52%

Shares216.8K

Event2026-03-31

Filed2026-04-29

SPDR GOLD SHARES

-15.01%

Shares145.0K

Event2026-03-31

Filed2026-04-29

SJM

SMUCKER J M CO

17.25%

Shares637.7K

Event2026-03-31

Filed2026-04-29

PFE

PFIZER INC

2.73%

Shares2.0M

Event2026-03-31

Filed2026-04-29

VANECK VECTORS GOLD MINERS

-12.33%

Shares522.9K

Event2026-03-31

Filed2026-04-29

CTVA

CORTEVA INC.

1.90%

Shares554.1K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYSTEMS

-1.55%

Shares591.3K

Event2026-03-31

Filed2026-04-29

CITIGROUP

-2.29%

Shares341.0K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-1.06%

Shares148.8K

Event2026-03-31

Filed2026-04-29

QNITY ELECTRONICS

-18.08%

Shares306.0K

Event2026-03-31

Filed2026-04-29

DIS

WALT DISNEY CO.

22.08%

Shares354.5K

Event2026-03-31

Filed2026-04-29

HSIC

HENRY SCHEIN

12115.18%

Shares450.7K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD EMERG. MARKETS ETF

-5.11%

Shares575.3K

Event2026-03-31

Filed2026-04-29

TJX

TJX COS INC

-0.33%

Shares150.6K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD VALUE

1.77%

Shares121.5K

Event2026-03-31

Filed2026-04-29

EFG

iSHARES EAFE GROWTH ETF

5.97%

Shares173.9K

Event2026-03-31

Filed2026-04-29

LQDT

0.00%

Shares539.4K

Event2026-03-31

Filed2026-05-14

LAMB WESTON

1573.84%

Shares418.5K

Event2026-03-31

Filed2026-04-29

PHILIP MORRIS INTl.

4.17%

Shares106.8K

Event2026-03-31

Filed2026-04-29

VCSH

VANGUARD S/T CORP BOND ETF

17.46%

Shares216.1K

Event2026-03-31

Filed2026-04-29

LQDT

LIQUIDITY SERVICES

-25.05%

Shares539.4K

Event2026-03-31

Filed2026-04-29

VMBS

VANGUARD MBS ETF

5.81%

Shares331.4K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD DEVEL. MARKETS ETF

1.58%

Shares235.0K

Event2026-03-31

Filed2026-04-29

VANGUARD MID CAP

1.04%

Shares49.0K

Event2026-03-31

Filed2026-04-29

VANGUARD INTERM. TREASURY

3.50%

Shares231.9K

Event2026-03-31

Filed2026-04-29

VANGUARD SMALL-CAP ETF

-0.30%

Shares49.2K

Event2026-03-31

Filed2026-04-29

AEM

AGNICO EAGLE

-0.78%

Shares63.4K

Event2026-03-31

Filed2026-04-29

GOOGL

ALPHABET A

-0.48%

Shares41.6K

Event2026-03-31

Filed2026-04-29

ESGU

iSHARES ESG AWARE USA

0.00%

Shares80.0K

Event2026-03-31

Filed2026-04-29

FMDE

FIDELITY MID CAP

44.23%

Shares309.9K

Event2026-03-31

Filed2026-04-29

SPG

SIMON PROPERTY GROUP INC

23.00%

Shares59.1K

Event2026-03-31

Filed2026-04-29

BND

VANGUARD TOTAL BOND MARKET

12.71%

Shares146.8K

Event2026-03-31

Filed2026-04-29

DOW

DOW CHEMICAL

0.00%

Shares241.2K

Event2026-03-31

Filed2026-04-29

EFV

iSHARES EAFE VALUE ETF

0.53%

Shares134.9K

Event2026-03-31

Filed2026-04-29

VANGUARD S&P 500 ETF

1.20%

Shares16.3K

Event2026-03-31

Filed2026-04-29

VERIZON COMM.

-0.39%

Shares193.6K

Event2026-03-31

Filed2026-04-29

MDY

SPDR S&P 400 MIDCAP

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-29

EEM

iSHARES EMERGING MARKETS

0.00%

Shares125.5K

Event2026-03-31

Filed2026-04-29

VISTANCE NETWORKS INC

New

Shares369.2K

Event2026-03-31

Filed2026-04-29

FISERV INC

-13.79%

Shares110.2K

Event2026-03-31

Filed2026-04-29

NEAR

iSHARES SHORT MATURITY BOND

-0.68%

Shares119.4K

Event2026-03-31

Filed2026-04-29

IYW

ISHARES U.S. TECH ETF

-0.52%

Shares32.8K

Event2026-03-31

Filed2026-04-29

TWI

TITAN INTL INC

-2.19%

Shares798.4K

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD DIV. APPRECIATION ETF

6.24%

Shares25.3K

Event2026-03-31

Filed2026-04-29

OPCH

OPTION CARE HEALTH INC COM NEW

-11.11%

Shares200.0K

Event2026-03-31

Filed2026-04-29

IBM

0.00%

Shares22.1K

Event2026-03-31

Filed2026-04-29

XLK

SPDR-TECHNOLOGY

0.00%

Shares38.5K

Event2026-03-31

Filed2026-04-29

SPSB

SPDR SHORT-TERM CORPORATE BOND

0.83%

Shares163.6K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-29

NULV

NUVEEN ESG LARGE CAP VALUE

0.00%

Shares100.0K

Event2026-03-31

Filed2026-04-29

KKR & CO

0.00%

Shares45.0K

Event2026-03-31

Filed2026-04-29

EFA

iSHARES DEVELOPED MARKETS

0.00%

Shares40.5K

Event2026-03-31

Filed2026-04-29

SCHG

SCHWAB U.S. LARGE-CAP ETF

0.00%

Shares129.5K

Event2026-03-31

Filed2026-04-29

VGK

VANGUARD EUROPE ETF

0.00%

Shares40.1K

Event2026-03-31

Filed2026-04-29

FMNB

FARMERS NATIONAL BANC COM

42.80%

Shares250.3K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORP

-90.84%

Shares16.5K

Event2026-03-31

Filed2026-04-29

VCIT

VANGUARD INTER-TERM CORP BOND

13.61%

Shares32.9K

Event2026-03-31

Filed2026-04-29

COCA COLA CO

0.00%

Shares35.6K

Event2026-03-31

Filed2026-04-29

VTIP

VANGUARD S-T TIPS

3.97%

Shares52.4K

Event2026-03-31

Filed2026-04-29

VANGUARD WINDSOR-ADM

0.00%

Shares35.8K

Event2026-03-31

Filed2026-04-29

DFLV

DFA LRG VALUE ETF

29.13%

Shares69.0K

Event2026-03-31

Filed2026-04-29

VEU

VANGUARD TOTAL INTL. ETF

-0.31%

Shares32.0K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES S&P SMALL-CAP ETF

0.00%

Shares19.0K

Event2026-03-31

Filed2026-04-29

UBSI

UNITED BANKSHARES

0.00%

Shares56.5K

Event2026-03-31

Filed2026-04-29

TETRA TECH INC

0.00%

Shares76.8K

Event2026-03-31

Filed2026-04-29

XBI

SPDR S&P BIOTECH

25.76%

Shares18.1K

Event2026-03-31

Filed2026-04-29

ANTERO RES CORP

-2.70%

Shares54.0K

Event2026-03-31

Filed2026-04-29

FORA

FORIAN INC COM

0.00%

Shares1.1M

Event2026-03-31

Filed2026-04-29

MUNI

PIMCO INTERM. MUNI ETF

288.18%

Shares42.7K

Event2026-03-31

Filed2026-04-29

SCHM

SCHWAB U.S. MID CAP

-0.11%

Shares67.1K

Event2026-03-31

Filed2026-04-29

MASTERCARD INC

1.17%

Shares3.9K

Event2026-03-31

Filed2026-04-29

VANGUARD LARGE CAP ETF

-1.37%

Shares6.5K

Event2026-03-31

Filed2026-04-29

CENCORA

0.66%

Shares6.1K

Event2026-03-31

Filed2026-04-29

VOE

VANGUARD INDEX FDS MCAP VL IDX

-1.12%

Shares10.2K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD GROWTH

-0.35%

Shares4.3K

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-29

SUSB

iSHARES ESG 1-5 YR CORPORATE

0.00%

Shares70.0K

Event2026-03-31

Filed2026-04-29

OKTA

OKTA INC

-91.03%

Shares22.1K

Event2026-03-31

Filed2026-04-29

SPY

SPDR S&P 500 ETF

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

MINT

PIMCO ENHANCED SHORT MATURITY

-4.20%

Shares16.0K

Event2026-03-31

Filed2026-04-29

PARKER HANNIFIN

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-29

DFA SMALL CAP ETF

4.96%

Shares21.3K

Event2026-03-31

Filed2026-04-29

CFG

CITIZENS FINL

0.00%

Shares25.0K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL

0.25%

Shares8.8K

Event2026-03-31

Filed2026-04-29