Sponsored

The Analysis of Stamos Capital Partners, L.P.'s Holdings & P&L

Currently, Stamos Capital Partners, L.P. holds 142 types of securities in its portfolio with a total value $639.7M. In the most recent quarter, they have increased their positions in MSFT (+20.6K shares, valued at $7.6M), UNH (+12.5K shares, valued at $3.4M), IBM (+14.0K shares, valued at $3.4M); decreased their positions in XOM (-63.9K shares, valued at $10.8M), CVX (-50.3K shares, valued at $10.4M), N/A (-76.7K shares, valued at $7.0M); initiated new positions in N/A (+7.8K shares, valued at $310.2K), N/A (+6.9K shares, valued at $304.5K), N/A (+7.6K shares, valued at $302.9K).

1M P&L

+13.2M+2.38%

3M P&L

+17.9M+3.25%

HY P&L

+50.6M+9.75%

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/A147.1M

27.9%

2Oil & Gas Integrated47.7M

9.0%

3Drug Manufacturers - General31.2M

5.9%

Top Industries by Stock Count

1N/A22 stocks

18.5%

2Software - Application6 stocks

5.0%

3Drug Manufacturers - General6 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR926.1K shares1.74%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC170.4K shares-8.79%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS357.3K shares-2.85%2026-03-312026-05-14

ALPHABET INC ALPHABET INC55.5K shares8.03%2026-03-312026-05-14

MSFT MICROSOFT CORP42.9K shares92.48%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC54.6K shares29.84%2026-03-312026-05-14

XOM EXXON MOBIL CORP74.6K shares-46.14%2026-03-312026-05-14

TM TOYOTA MOTOR CORP52.6K shares4.02%2026-03-312026-05-14

Sponsored

JPM JPMORGAN CHASE & CO36.0K shares31.02%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON41.7K shares-9.64%2026-03-312026-05-14

AMZN AMAZON COM INC47.4K shares30.70%2026-03-312026-05-14

CVX CHEVRON CORPORATION43.1K shares-53.90%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC25.6K shares11.72%2026-03-312026-05-14

NEE NEXTERA ENERGY INC90.4K shares-7.77%2026-03-312026-05-14

BAC BANK AMERICA CORP167.9K shares25.52%2026-03-312026-05-14

V VISA INC26.4K shares54.74%2026-03-312026-05-14

Sponsored

PFE PFIZER INC273.8K shares-13.44%2026-03-312026-05-14

T AT&T INC261.1K shares-9.87%2026-03-312026-05-14

AAPL APPLE INC29.4K shares4.56%2026-03-312026-05-14

UNP UNION PAC CORP30.4K shares-0.78%2026-03-312026-05-14

DIS DISNEY WALT CO72.9K shares29.16%2026-03-312026-05-14

CRM SALESFORCE INC35.8K shares81.43%2026-03-312026-05-14

NVO NOVO-NORDISK A S177.4K shares28.94%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC6.6K shares34.35%2026-03-312026-05-14

Sponsored

CNI CANADIAN NATL RY CO61.2K shares1.67%2026-03-312026-05-14

BA BOEING CO30.5K shares11.26%2026-03-312026-05-14

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY75.0K shares-3.00%2026-03-312026-05-14

NFLX NETFLIX INC.61.0K shares47.66%2026-03-312026-05-14

ADBE ADOBE INC24.1K shares61.92%2026-03-312026-05-14

CVS CVS HEALTH CORP78.7K shares16.03%2026-03-312026-05-14

ASML ASML HLDG NV4.3K shares-4.36%2026-03-312026-05-14

LLY ELI LILLY & CO6.1K shares28.28%2026-03-312026-05-14

Sponsored

THE CIGNA GROUP THE CIGNA GROUP20.8K shares6.06%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC109.8K shares-18.70%2026-03-312026-05-14

GSK PLC GSK PLC98.3K shares-18.25%2026-03-312026-05-14

BP BP PLC110.4K shares-56.77%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC45.1K shares86.20%2026-03-312026-05-14

PG PROCTER & GAMBLE CO35.5K shares5.87%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.4K shares33.35%2026-03-312026-05-14

BN BROOKFIELD CORP123.4K shares54.56%2026-03-312026-05-14

Sponsored

NVDA NVIDIA CORPORATION27.8K shares52.15%2026-03-312026-05-14

SONY SONY GROUP CORP233.0K shares81.20%2026-03-312026-05-14

BROADCOM INC BROADCOM INC15.5K shares83.88%2026-03-312026-05-14

PAVE GLOBAL X FDS94.2K shares1.23%2026-03-312026-05-14

CME CME GROUP INC15.8K shares-9.65%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC53.4K shares11.97%2026-03-312026-05-14

F FORD MTR CO400.7K shares25.84%2026-03-312026-05-14

ENB ENBRIDGE INC80.9K shares-15.91%2026-03-312026-05-14

Sponsored

KO COCA COLA CO55.3K shares-9.07%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC26.2K shares77.73%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC19.6K shares44.11%2026-03-312026-05-14

SHEL SHELL PLC42.2K shares-60.78%2026-03-312026-05-14

TOTALENERGIES SE TOTALENERGIES SE42.7K shares-64.27%2026-03-312026-05-14

KMI KINDER MORGAN INC DEL114.3K shares-23.95%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS15.8K shares772.24%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC22.6K shares4.47%2026-03-312026-05-14

Sponsored

IYR ISHARES TR38.3K shares16.73%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC49.5K shares18.83%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN16.8K shares30.01%2026-03-312026-05-14

USRT ISHARES TR57.5K shares6.21%2026-03-312026-05-14

ALPS ETF TR ALPS ETF TR64.1K shares-14.97%2026-03-312026-05-14

MA MASTERCARD INCORPORATED6.7K shares19.01%2026-03-312026-05-14

MLPX GLOBAL X FDS45.6K shares-22.24%2026-03-312026-05-14

HD HOME DEPOT INC10.2K shares1.91%2026-03-312026-05-14

Sponsored

HDB HDFC BANK LTD134.7K shares94.48%2026-03-312026-05-14

XBI SPDR SERIES TRUST25.2K shares2.20%2026-03-312026-05-14

HSBC HSBC HLDGS PLC38.6K shares3.10%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC54.7K shares0.00%2026-03-312026-05-14

CAT CATERPILLAR INC4.4K shares-23.30%2026-03-312026-05-14

NOW SERVICENOW INC29.8K shares134.66%2026-03-312026-05-14

GIS GENERAL MILLS INC83.4K shares29.86%2026-03-312026-05-14

BCS BARCLAYS PLC145.1K shares50.68%2026-03-312026-05-14

Sponsored

CRWD CROWDSTRIKE HLDGS INC7.4K shares198.30%2026-03-312026-05-14

UBS UBS GROUP AG70.4K shares50.77%2026-03-312026-05-14

WMT WALMART INC22.0K shares-11.48%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP9.7K shares35.60%2026-03-312026-05-14

LNG CHENIERE ENERGY INC9.4K shares-39.04%2026-03-312026-05-14

EQT CORP EQT CORP41.9K shares-23.29%2026-03-312026-05-14

SPG SIMON PPTY GROUP INC NEW14.2K shares-5.53%2026-03-312026-05-14

CSCO CISCO SYS INC33.8K shares-5.47%2026-03-312026-05-14

Sponsored

TOL TOLL BROTHERS INC17.9K shares-2.76%2026-03-312026-05-14

DHI D R HORTON INC17.8K shares2.54%2026-03-312026-05-14

D DOMINION ENERGY INC39.3K shares-0.80%2026-03-312026-05-14

LEN LENNAR CORP27.8K shares14.77%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC18.1K shares-10.52%2026-03-312026-05-14

SO SOUTHERN CO24.0K shares-10.67%2026-03-312026-05-14

CCJ CAMECO CORP21.3K shares-29.10%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW17.6K shares-11.62%2026-03-312026-05-14

Sponsored

TMO THERMO FISHER SCIENTIFIC INC4.5K shares26.00%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE7.6K shares9.52%2026-03-312026-05-14

GM GENERAL MTRS CO28.5K shares12.46%2026-03-312026-05-14

SPGI S&P GLOBAL INC4.9K shares54.27%2026-03-312026-05-14

GEV GE VERNOVA INC2.4K shares-18.82%2026-03-312026-05-14

FINX GLOBAL X FDS88.7K shares35.34%2026-03-312026-05-14

DE DEERE & CO3.6K shares-38.54%2026-03-312026-05-14

VST VISTRA CORP12.9K shares9.39%2026-03-312026-05-14

Sponsored

EATON CORP PLC EATON CORP PLC5.3K shares-6.25%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR40.0K shares0.88%2026-03-312026-05-14

IQV IQVIA HLDGS INC10.5K shares40.03%2026-03-312026-05-14

ARE ALEXANDRIA REAL ESTATE EQ IN34.9K shares11.40%2026-03-312026-05-14

SNOW SNOWFLAKE INC10.7K shares102.14%2026-03-312026-05-14

MFC MANULIFE FINL CORP46.1K shares20.65%2026-03-312026-05-14

BXP BXP INC28.0K shares43.56%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN9.2K shares4.83%2026-03-312026-05-14

Sponsored

MCO MOODYS CORP3.2K shares68.74%2026-03-312026-05-14

EWY ISHARES INC11.2K shares-39.42%2026-03-312026-05-14

CB CHUBB LTD SWITZ4.2K shares12.88%2026-03-312026-05-14

XOP SPDR SERIES TRUST7.5K shares-65.89%2026-03-312026-05-14

FSLR FIRST SOLAR INC6.8K shares44.22%2026-03-312026-05-14

SLB SLB LIMITED23.5K shares-62.47%2026-03-312026-05-14

GDX VANECK ETF TRUST13.0K shares-31.31%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC2.3K shares26.89%2026-03-312026-05-14

Sponsored

MOO VANECK ETF TRUST11.1K shares-45.53%2026-03-312026-05-14

KR KROGER CO12.7K shares-15.99%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION923 shares-12.68%2026-03-312026-05-14

XME SPDR SERIES TRUST7.9K shares-33.39%2026-03-312026-05-14

OXY OCCIDENTAL PETE CORP12.9K shares-67.83%2026-03-312026-05-14

COP CONOCOPHILLIPS6.3K shares-63.97%2026-03-312026-05-14

HP INC HP INC43.5K shares42.25%2026-03-312026-05-14

EOG EOG RES INC5.7K shares-63.84%2026-03-312026-05-14

Sponsored

GILD GILEAD SCIENCES INC5.8K shares-20.56%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR12.7K shares-64.24%2026-03-312026-05-14

URA GLOBAL X FDS15.6K shares-35.81%2026-03-312026-05-14

GLD SPDR GOLD TR1.7K shares-35.46%2026-03-312026-05-14

PICK ISHARES INC12.3K shares-49.08%2026-03-312026-05-14

AMGN AMGEN INC1.9K shares-15.50%2026-03-312026-05-14

MMM 3M CO4.6K shares14.10%2026-03-312026-05-14

PHO INVESCO EXCHANGE TRADED FD T9.9K shares8.36%2026-03-312026-05-14

Sponsored

INDA ISHARES TR13.8K shares-32.07%2026-03-312026-05-14

WOOD ISHARES TR6.6K shares-31.87%2026-03-312026-05-14

BWXT BWX TECHNOLOGIES INC2.2K shares-14.97%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC7.7K shares-34.26%2026-03-312026-05-14

REMX VANECK ETF TRUST5.1K shares-37.21%2026-03-312026-05-14

ADM ARCHER DANIELS MIDLAND CO6.1K shares-45.17%2026-03-312026-05-14

BHP BHP BILLITON LIMITED6.0K shares-38.79%2026-03-312026-05-14

NUE NUCOR CORP2.5K shares-30.70%2026-03-312026-05-14

Sponsored

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO7.8K sharesnew addition2026-03-312026-05-14

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD6.9K sharesnew addition2026-03-312026-05-14

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP7.6K sharesnew addition2026-03-312026-05-14

KKR & CO INC KKR & CO INC2.4K sharesnew addition2026-03-312026-05-14

CG CARLYLE GROUP INC4.4K sharesnew addition2026-03-312026-05-14

TPG TPG INC5.0K sharesnew addition2026-03-312026-05-14

AGG

ISHARES TR

1.74%

Shares926.1K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

-8.79%

Shares170.4K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

-2.85%

Shares357.3K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

8.03%

Shares55.5K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

92.48%

Shares42.9K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

29.84%

Shares54.6K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-46.14%

Shares74.6K

Event2026-03-31

Filed2026-05-14

TOYOTA MOTOR CORP

4.02%

Shares52.6K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

31.02%

Shares36.0K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-9.64%

Shares41.7K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

30.70%

Shares47.4K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

-53.90%

Shares43.1K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

11.72%

Shares25.6K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

-7.77%

Shares90.4K

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP

25.52%

Shares167.9K

Event2026-03-31

Filed2026-05-14

VISA INC

54.74%

Shares26.4K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

-13.44%

Shares273.8K

Event2026-03-31

Filed2026-05-14

AT&T INC

-9.87%

Shares261.1K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

4.56%

Shares29.4K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

-0.78%

Shares30.4K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

29.16%

Shares72.9K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

81.43%

Shares35.8K

Event2026-03-31

Filed2026-05-14

NVO

NOVO-NORDISK A S

28.94%

Shares177.4K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

34.35%

Shares6.6K

Event2026-03-31

Filed2026-05-14

CNI

CANADIAN NATL RY CO

1.67%

Shares61.2K

Event2026-03-31

Filed2026-05-14

BOEING CO

11.26%

Shares30.5K

Event2026-03-31

Filed2026-05-14

CANADIAN PACIFIC KANSAS CITY

-3.00%

Shares75.0K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

47.66%

Shares61.0K

Event2026-03-31

Filed2026-05-14

ADBE

ADOBE INC

61.92%

Shares24.1K

Event2026-03-31

Filed2026-05-14

CVS

CVS HEALTH CORP

16.03%

Shares78.7K

Event2026-03-31

Filed2026-05-14

ASML

ASML HLDG NV

-4.36%

Shares4.3K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

28.28%

Shares6.1K

Event2026-03-31

Filed2026-05-14

THE CIGNA GROUP

6.06%

Shares20.8K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

-18.70%

Shares109.8K

Event2026-03-31

Filed2026-05-14

GSK PLC

-18.25%

Shares98.3K

Event2026-03-31

Filed2026-05-14

BP PLC

-56.77%

Shares110.4K

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

86.20%

Shares45.1K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

5.87%

Shares35.5K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

33.35%

Shares10.4K

Event2026-03-31

Filed2026-05-14

BROOKFIELD CORP

54.56%

Shares123.4K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

52.15%

Shares27.8K

Event2026-03-31

Filed2026-05-14

SONY

SONY GROUP CORP

81.20%

Shares233.0K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

83.88%

Shares15.5K

Event2026-03-31

Filed2026-05-14

PAVE

GLOBAL X FDS

1.23%

Shares94.2K

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

-9.65%

Shares15.8K

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

11.97%

Shares53.4K

Event2026-03-31

Filed2026-05-14

FORD MTR CO

25.84%

Shares400.7K

Event2026-03-31

Filed2026-05-14

ENB

ENBRIDGE INC

-15.91%

Shares80.9K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

-9.07%

Shares55.3K

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC

77.73%

Shares26.2K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

44.11%

Shares19.6K

Event2026-03-31

Filed2026-05-14

SHEL

SHELL PLC

-60.78%

Shares42.2K

Event2026-03-31

Filed2026-05-14

TOTALENERGIES SE

-64.27%

Shares42.7K

Event2026-03-31

Filed2026-05-14

KMI

KINDER MORGAN INC DEL

-23.95%

Shares114.3K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

772.24%

Shares15.8K

Event2026-03-31

Filed2026-05-14

DELL

DELL TECHNOLOGIES INC

4.47%

Shares22.6K

Event2026-03-31

Filed2026-05-14

IYR

ISHARES TR

16.73%

Shares38.3K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

18.83%

Shares49.5K

Event2026-03-31

Filed2026-05-14

ADP

AUTOMATIC DATA PROCESSING IN

30.01%

Shares16.8K

Event2026-03-31

Filed2026-05-14

USRT

ISHARES TR

6.21%

Shares57.5K

Event2026-03-31

Filed2026-05-14

ALPS ETF TR

-14.97%

Shares64.1K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

19.01%

Shares6.7K

Event2026-03-31

Filed2026-05-14

MLPX

GLOBAL X FDS

-22.24%

Shares45.6K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

1.91%

Shares10.2K

Event2026-03-31

Filed2026-05-14

HDB

HDFC BANK LTD

94.48%

Shares134.7K

Event2026-03-31

Filed2026-05-14

XBI

SPDR SERIES TRUST

2.20%

Shares25.2K

Event2026-03-31

Filed2026-05-14

HSBC

HSBC HLDGS PLC

3.10%

Shares38.6K

Event2026-03-31

Filed2026-05-14

MDLZ

MONDELEZ INTL INC

0.00%

Shares54.7K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

-23.30%

Shares4.4K

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

134.66%

Shares29.8K

Event2026-03-31

Filed2026-05-14

GIS

GENERAL MILLS INC

29.86%

Shares83.4K

Event2026-03-31

Filed2026-05-14

BCS

BARCLAYS PLC

50.68%

Shares145.1K

Event2026-03-31

Filed2026-05-14

CRWD

CROWDSTRIKE HLDGS INC

198.30%

Shares7.4K

Event2026-03-31

Filed2026-05-14

UBS

UBS GROUP AG

50.77%

Shares70.4K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-11.48%

Shares22.0K

Event2026-03-31

Filed2026-05-14

CEG

CONSTELLATION ENERGY CORP

35.60%

Shares9.7K

Event2026-03-31

Filed2026-05-14

LNG

CHENIERE ENERGY INC

-39.04%

Shares9.4K

Event2026-03-31

Filed2026-05-14

EQT CORP

-23.29%

Shares41.9K

Event2026-03-31

Filed2026-05-14

SPG

SIMON PPTY GROUP INC NEW

-5.53%

Shares14.2K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

-5.47%

Shares33.8K

Event2026-03-31

Filed2026-05-14

TOL

TOLL BROTHERS INC

-2.76%

Shares17.9K

Event2026-03-31

Filed2026-05-14

DHI

D R HORTON INC

2.54%

Shares17.8K

Event2026-03-31

Filed2026-05-14

DOMINION ENERGY INC

-0.80%

Shares39.3K

Event2026-03-31

Filed2026-05-14

LEN

LENNAR CORP

14.77%

Shares27.8K

Event2026-03-31

Filed2026-05-14

AEP

AMERICAN ELEC PWR CO INC

-10.52%

Shares18.1K

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

-10.67%

Shares24.0K

Event2026-03-31

Filed2026-05-14

CCJ

CAMECO CORP

-29.10%

Shares21.3K

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

-11.62%

Shares17.6K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

26.00%

Shares4.5K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

9.52%

Shares7.6K

Event2026-03-31

Filed2026-05-14

GENERAL MTRS CO

12.46%

Shares28.5K

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC

54.27%

Shares4.9K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

-18.82%

Shares2.4K

Event2026-03-31

Filed2026-05-14

FINX

GLOBAL X FDS

35.34%

Shares88.7K

Event2026-03-31

Filed2026-05-14

DEERE & CO

-38.54%

Shares3.6K

Event2026-03-31

Filed2026-05-14

VST

VISTRA CORP

9.39%

Shares12.9K

Event2026-03-31

Filed2026-05-14

EATON CORP PLC

-6.25%

Shares5.3K

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

0.88%

Shares40.0K

Event2026-03-31

Filed2026-05-14

IQV

IQVIA HLDGS INC

40.03%

Shares10.5K

Event2026-03-31

Filed2026-05-14

ARE

ALEXANDRIA REAL ESTATE EQ IN

11.40%

Shares34.9K

Event2026-03-31

Filed2026-05-14

SNOW

SNOWFLAKE INC

102.14%

Shares10.7K

Event2026-03-31

Filed2026-05-14

MFC

MANULIFE FINL CORP

20.65%

Shares46.1K

Event2026-03-31

Filed2026-05-14

BXP

BXP INC

43.56%

Shares28.0K

Event2026-03-31

Filed2026-05-14

ICE

INTERCONTINENTAL EXCHANGE IN

4.83%

Shares9.2K

Event2026-03-31

Filed2026-05-14

MCO

MOODYS CORP

68.74%

Shares3.2K

Event2026-03-31

Filed2026-05-14

EWY

ISHARES INC

-39.42%

Shares11.2K

Event2026-03-31

Filed2026-05-14

CHUBB LTD SWITZ

12.88%

Shares4.2K

Event2026-03-31

Filed2026-05-14

XOP

SPDR SERIES TRUST

-65.89%

Shares7.5K

Event2026-03-31

Filed2026-05-14

FSLR

FIRST SOLAR INC

44.22%

Shares6.8K

Event2026-03-31

Filed2026-05-14

SLB

SLB LIMITED

-62.47%

Shares23.5K

Event2026-03-31

Filed2026-05-14

GDX

VANECK ETF TRUST

-31.31%

Shares13.0K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

26.89%

Shares2.3K

Event2026-03-31

Filed2026-05-14

MOO

VANECK ETF TRUST

-45.53%

Shares11.1K

Event2026-03-31

Filed2026-05-14

KROGER CO

-15.99%

Shares12.7K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

-12.68%

Shares923

Event2026-03-31

Filed2026-05-14

XME

SPDR SERIES TRUST

-33.39%

Shares7.9K

Event2026-03-31

Filed2026-05-14

OXY

OCCIDENTAL PETE CORP

-67.83%

Shares12.9K

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

-63.97%

Shares6.3K

Event2026-03-31

Filed2026-05-14

HP INC

42.25%

Shares43.5K

Event2026-03-31

Filed2026-05-14

EOG

EOG RES INC

-63.84%

Shares5.7K

Event2026-03-31

Filed2026-05-14

GILD

GILEAD SCIENCES INC

-20.56%

Shares5.8K

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

-64.24%

Shares12.7K

Event2026-03-31

Filed2026-05-14

URA

GLOBAL X FDS

-35.81%

Shares15.6K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

-35.46%

Shares1.7K

Event2026-03-31

Filed2026-05-14

PICK

ISHARES INC

-49.08%

Shares12.3K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

-15.50%

Shares1.9K

Event2026-03-31

Filed2026-05-14

MMM

3M CO

14.10%

Shares4.6K

Event2026-03-31

Filed2026-05-14

PHO

INVESCO EXCHANGE TRADED FD T

8.36%

Shares9.9K

Event2026-03-31

Filed2026-05-14

INDA

ISHARES TR

-32.07%

Shares13.8K

Event2026-03-31

Filed2026-05-14

WOOD

ISHARES TR

-31.87%

Shares6.6K

Event2026-03-31

Filed2026-05-14

BWXT

BWX TECHNOLOGIES INC

-14.97%

Shares2.2K

Event2026-03-31

Filed2026-05-14

FCX

FREEPORT MCMORAN INC

-34.26%

Shares7.7K

Event2026-03-31

Filed2026-05-14

REMX

VANECK ETF TRUST

-37.21%

Shares5.1K

Event2026-03-31

Filed2026-05-14

ADM

ARCHER DANIELS MIDLAND CO

-45.17%

Shares6.1K

Event2026-03-31

Filed2026-05-14

BHP

BHP BILLITON LIMITED

-38.79%

Shares6.0K

Event2026-03-31

Filed2026-05-14

NUE

NUCOR CORP

-30.70%

Shares2.5K

Event2026-03-31

Filed2026-05-14

BROOKFIELD INFRASTRUCTURE CO

New

Shares7.8K

Event2026-03-31

Filed2026-05-14

BROOKFIELD ASSET MANAGMT LTD

New

Shares6.9K

Event2026-03-31

Filed2026-05-14

BROOKFIELD RENEWABLE CORP

New

Shares7.6K

Event2026-03-31

Filed2026-05-14

KKR & CO INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-14

CARLYLE GROUP INC

New

Shares4.4K

Event2026-03-31

Filed2026-05-14

TPG

TPG INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available