Sponsored

The Analysis of Stiles Financial Services Inc's Holdings & P&L

Currently, Stiles Financial Services Inc holds 177 types of securities in its portfolio with a total value $327.2M. In the most recent quarter, they have increased their positions in TSM (+2.1K shares, valued at $705.6K), URI (+782 shares, valued at $569.8K), ORCL (+3.6K shares, valued at $528.1K); decreased their positions in BKLC (-4.6K shares, valued at $571.0K), AMAT (-1.1K shares, valued at $383.8K), ABT (-3.0K shares, valued at $307.0K); initiated new positions in DINO (+8.1K shares, valued at $504.3K), CRWV (+3.0K shares, valued at $232.8K), IRM (+2.1K shares, valued at $217.3K).

1M P&L

+19.1M+5.81%

3M P&L

+33.2M+10.54%

HY P&L

+60.2M+20.87%

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

1Semiconductors48.0M

17.4%

2Semiconductor Equipment & Materials14.0M

5.1%

3Software - Infrastructure12.2M

4.4%

Top Industries by Stock Count

1N/A16 stocks

9.9%

2Semiconductors9 stocks

5.6%

3Utilities - Regulated Electric8 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION COM161.3K shares1.80%2026-03-312026-04-30

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW51.1K shares-0.77%2026-03-312026-04-30

AAPL APPLE INC COM42.0K shares-0.87%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION COM8.9K shares1.25%2026-03-312026-04-30

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A30.2K shares0.09%2026-03-312026-04-30

AMZN AMAZON COM INC COM40.2K shares1.23%2026-03-312026-04-30

ASML ASML HLDG NV N Y REGISTRY SHS6.2K shares1.44%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW16.6K shares1.46%2026-03-312026-04-30

Sponsored

MSFT MICROSOFT CORP COM19.2K shares5.99%2026-03-312026-04-30

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C21.5K shares3.56%2026-03-312026-04-30

FAST FASTENAL CO COM109.1K shares1.05%2026-03-312026-04-30

VLO VALERO ENERGY CORP COM19.3K shares0.24%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC COM21.9K shares-0.75%2026-03-312026-04-30

TJX TJX COS INC NEW COM27.1K shares-0.69%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO COM14.6K shares4.73%2026-03-312026-04-30

CME CME GROUP INC COM13.8K shares-1.74%2026-03-312026-04-30

Sponsored

HD HOME DEPOT INC COM12.1K shares5.49%2026-03-312026-04-30

RTX RTX CORPORATION COM20.4K shares-2.05%2026-03-312026-04-30

BROADCOM INC COM BROADCOM INC COM12.7K shares-0.19%2026-03-312026-04-30

STLD STEEL DYNAMICS INC COM21.3K shares-5.08%2026-03-312026-04-30

QCOM QUALCOMM INC COM29.7K shares-4.07%2026-03-312026-04-30

XEL XCEL ENERGY INC COM46.1K shares-1.09%2026-03-312026-04-30

GNRC GENERAC HLDGS INC COM18.2K shares0.19%2026-03-312026-04-30

PG PROCTER & GAMBLE CO COM24.2K shares-2.23%2026-03-312026-04-30

Sponsored

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW26.6K shares4.41%2026-03-312026-04-30

TXN TEXAS INSTRS INC COM17.6K shares-0.86%2026-03-312026-04-30

NTRS NORTHERN TR CORP COM24.5K shares3.35%2026-03-312026-04-30

DLR DIGITAL RLTY TR INC COM18.4K shares6.22%2026-03-312026-04-30

XOM EXXON MOBIL CORP COM19.5K shares2.17%2026-03-312026-04-30

PSA PUBLIC STORAGE OPER CO COM12.1K shares2.95%2026-03-312026-04-30

CEG CONSTELLATION ENERGY CORP COM11.7K shares8.81%2026-03-312026-04-30

AMAT APPLIED MATLS INC COM9.3K shares-10.78%2026-03-312026-04-30

Sponsored

TGT TARGET CORP COM26.1K shares2.04%2026-03-312026-04-30

CMI CUMMINS INC COM5.7K shares1.07%2026-03-312026-04-30

MPWR MONOLITHIC PWR SYS INC COM2.8K shares-0.29%2026-03-312026-04-30

NEE NEXTERA ENERGY INC COM30.7K shares-1.34%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP COM4.7K shares3.13%2026-03-312026-04-30

CSCO CISCO SYS INC COM36.3K shares-4.25%2026-03-312026-04-30

REGN REGENERON PHARMACEUTICALS COM3.6K shares-9.00%2026-03-312026-04-30

WSM WILLIAMS SONOMA INC COM14.8K shares-0.76%2026-03-312026-04-30

Sponsored

ISRG INTUITIVE SURGICAL INC COM NEW5.8K shares2.19%2026-03-312026-04-30

KLAC KLA CORP COM NEW1.8K shares0.96%2026-03-312026-04-30

V VISA INC COM CL A8.5K shares-0.58%2026-03-312026-04-30

SNPS SYNOPSYS INC COM6.4K shares2.75%2026-03-312026-04-30

BLACKSTONE INC COM BLACKSTONE INC COM21.8K shares17.44%2026-03-312026-04-30

ABT ABBOTT LABORATORIES COM24.4K shares-10.92%2026-03-312026-04-30

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A12.3K shares7.92%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC COM7.1K shares0.08%2026-03-312026-04-30

Sponsored

GLW CORNING INC COM17.1K shares-2.06%2026-03-312026-04-30

CAT CATERPILLAR INC COM3.2K shares1.01%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS6.4K shares47.94%2026-03-312026-04-30

AMT AMERICAN TOWER CORP COM12.6K shares0.61%2026-03-312026-04-30

DVN DEVON ENERGY CORP NEW COM39.4K shares-0.58%2026-03-312026-04-30

ADBE ADOBE INC COM8.1K shares-1.61%2026-03-312026-04-30

SHW SHERWIN WILLIAMS CO COM6.0K shares-11.91%2026-03-312026-04-30

URI UNITED RENTALS INC COM2.6K shares43.76%2026-03-312026-04-30

Sponsored

LLY ELI LILLY & CO COM1.9K shares-4.65%2026-03-312026-04-30

GGG GRACO INC COM19.2K shares-5.64%2026-03-312026-04-30

BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF13.0K shares-26.07%2026-03-312026-04-30

SO SOUTHERN CO COM15.9K shares1.56%2026-03-312026-04-30

ARCC ARES CAPITAL CORP COM81.3K shares-1.31%2026-03-312026-04-30

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I2.5K shares-3.70%2026-03-312026-04-30

KO COCA COLA CO COM19.1K shares-0.56%2026-03-312026-04-30

LEN LENNAR CORP CL A16.5K shares1.48%2026-03-312026-04-30

Sponsored

WM WASTE MGMT INC DEL COM6.1K shares-2.19%2026-03-312026-04-30

WELL WELLTOWER INC COM7.1K shares-2.54%2026-03-312026-04-30

BKAG BNY MELLON CORE BOND ETF32.8K shares6.17%2026-03-312026-04-30

PKG PACKAGING CORP AMER COM6.4K shares-2.06%2026-03-312026-04-30

GSBD GOLDMAN SACHS BDC INC SHS150.7K shares-1.47%2026-03-312026-04-30

UNP UNION PAC CORP COM5.4K shares20.45%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC CL B13.0K shares27.16%2026-03-312026-04-30

AFIX ALLSPRING BROAD MARKET CORE BOND ETF50.1K shares32.65%2026-03-312026-04-30

Sponsored

USB US BANCORP COM NEW23.8K shares-5.68%2026-03-312026-04-30

PEP PEPSICO INC COM7.8K shares-6.18%2026-03-312026-04-30

MCD MCDONALDS CORP COM3.9K shares-4.79%2026-03-312026-04-30

INTU INTUIT COM2.8K shares-7.76%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC COM1.3K shares6.91%2026-03-312026-04-30

MKTX MARKETAXESS HLDGS INC COM6.8K shares-2.98%2026-03-312026-04-30

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS2.7K shares3.46%2026-03-312026-04-30

MA MASTERCARD INCORPORATED CL A2.0K shares0.74%2026-03-312026-04-30

Sponsored

ORCL ORACLE CORP COM6.6K shares117.86%2026-03-312026-04-30

CRM SALESFORCE INC COM5.2K shares40.51%2026-03-312026-04-30

OMC OMNICOM GROUP INC COM12.6K shares-21.76%2026-03-312026-04-30

SONY SONY GROUP CORP SPONSORED ADR45.7K shares-2.10%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP COM7.9K shares42.41%2026-03-312026-04-30

TSLA TESLA INC COM2.5K shares8.81%2026-03-312026-04-30

CVX CHEVRON CORPORATION COM4.4K shares2.78%2026-03-312026-04-30

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS7.1K shares37.05%2026-03-312026-04-30

Sponsored

CDNS CADENCE DESIGN SYSTEM INC COM3.0K shares4.36%2026-03-312026-04-30

DE DEERE & CO COM1.5K shares-1.84%2026-03-312026-04-30

SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF21.0K shares2.16%2026-03-312026-04-30

SUPER MICRO COMPUTER INC COM NEW SUPER MICRO COMPUTER INC COM NEW35.0K shares-9.94%2026-03-312026-04-30

SMOT VANECK MORNINGSTAR SMID MOAT ETF22.0K shares0.55%2026-03-312026-04-30

SNA SNAP ON INC COM2.1K shares-5.63%2026-03-312026-04-30

TRV TRAVELERS COMPANIES INC COM2.6K shares0.55%2026-03-312026-04-30

IVV ISHARES CORE S&P 500 ETF1.1K shares9.98%2026-03-312026-04-30

Sponsored

ICE INTERCONTINENTAL EXCHANGE INC COM4.7K shares8.45%2026-03-312026-04-30

PGR PROGRESSIVE CORP COM3.6K shares-23.01%2026-03-312026-04-30

ROK ROCKWELL AUTOMATION INC COM2.0K shares-4.43%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING INC COM3.5K shares-3.48%2026-03-312026-04-30

LULU LULULEMON ATHLETICA INC COM4.6K shares-26.38%2026-03-312026-04-30

OKLO OKLO INC COM CL A13.8K shares52.23%2026-03-312026-04-30

COP CONOCOPHILLIPS COM5.1K shares-1.18%2026-03-312026-04-30

MAR MARRIOTT INTL INC NEW CL A2.1K shares-3.01%2026-03-312026-04-30

Sponsored

CB CHUBB LTD SWITZ COM2.0K shares-18.88%2026-03-312026-04-30

NFLX NETFLIX INC. COM6.6K shares-2.20%2026-03-312026-04-30

NUE NUCOR CORP COM3.7K shares-28.33%2026-03-312026-04-30

FDS FACTSET RESH SYS INC COM2.8K shares-23.58%2026-03-312026-04-30

ABBV ABBVIE INC COM2.8K shares-2.90%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC CL A4.2K shares10.05%2026-03-312026-04-30

CG CARLYLE GROUP INC COM12.4K shares0.41%2026-03-312026-04-30

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF6.3K shares-4.56%2026-03-312026-04-30

Sponsored

FTNT FORTINET INC COM6.8K shares-13.64%2026-03-312026-04-30

ULTA ULTA BEAUTY INC COM1.0K shares0.67%2026-03-312026-04-30

PWR QUANTA SVCS INC COM987 shares1.75%2026-03-312026-04-30

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF893 shares1.13%2026-03-312026-04-30

AZO AUTOZONE INC COM153 shares-2.55%2026-03-312026-04-30

DINO HF SINCLAIR CORP COM8.1K sharesnew addition2026-03-312026-04-30

EQIX EQUINIX INC COM513 shares0.20%2026-03-312026-04-30

CMG CHIPOTLE MEXICAN GRILL INC COM15.6K shares4.15%2026-03-312026-04-30

Sponsored

PSX PHILLIPS 66 COM2.7K shares-3.24%2026-03-312026-04-30

WFC WELLS FARGO & CO COM5.8K shares0.55%2026-03-312026-04-30

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF4.6K shares12.03%2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC COM3.3K shares0.64%2026-03-312026-04-30

ORLY OREILLY AUTOMOTIVE INC COM4.6K shares0.00%2026-03-312026-04-30

DVY ISHARES SELECT DIVIDEND ETF2.8K shares-2.93%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON COM1.7K shares0.12%2026-03-312026-04-30

NOW SERVICENOW INC COM3.9K shares34.70%2026-03-312026-04-30

Sponsored

SYK STRYKER CORPORATION COM1.2K shares-3.08%2026-03-312026-04-30

PCAR PACCAR INC COM3.5K shares-1.73%2026-03-312026-04-30

LYB LYONDELLBASELL INDUSTRIES NV SHS - A -5.0K shares-5.02%2026-03-312026-04-30

MOAT VANECK MORNINGSTAR WIDE MOAT ETF4.1K shares0.00%2026-03-312026-04-30

NVO NOVO-NORDISK A S ADR10.6K shares-8.75%2026-03-312026-04-30

ADI ANALOG DEVICES INC COM1.2K shares-1.70%2026-03-312026-04-30

IVW ISHARES S&P 500 GROWTH ETF3.3K shares0.00%2026-03-312026-04-30

SMH VANECK SEMICONDUCTOR ETF959 shares13.49%2026-03-312026-04-30

Sponsored

BSX BOSTON SCIENTIFIC CORP COM5.8K shares0.00%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC COM1.3K shares0.22%2026-03-312026-04-30

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF6.3K shares1.31%2026-03-312026-04-30

HON HONEYWELL INTL INC COM1.6K shares0.13%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP COM508 shares-5.40%2026-03-312026-04-30

NRG NRG ENERGY INC COM NEW2.3K shares-2.85%2026-03-312026-04-30

ADSK AUTODESK INC COM1.4K shares-6.22%2026-03-312026-04-30

IJR ISHARES CORE S&P SMALL CAP ETF2.6K shares0.00%2026-03-312026-04-30

Sponsored

AFL AFLAC INC COM2.8K shares-9.49%2026-03-312026-04-30

O REALTY INCOME CORP COM4.8K shares0.35%2026-03-312026-04-30

MEDTRONIC PLC SHS MEDTRONIC PLC SHS3.3K shares0.33%2026-03-312026-04-30

IWP ISHARES RUSSELL MID-CAP GROWTH ETF2.2K shares0.00%2026-03-312026-04-30

LINDE PLC SHS LINDE PLC SHS558 shares-4.62%2026-03-312026-04-30

UTHR UNITED THERAPEUTICS CORP DEL COM458 shares0.00%2026-03-312026-04-30

EXC EXELON CORP COM5.5K shares0.20%2026-03-312026-04-30

EMR EMERSON ELEC CO COM2.1K shares-4.19%2026-03-312026-04-30

Sponsored

JCI JOHNSON CTLS INTL PLC SHS2.0K shares8.10%2026-03-312026-04-30

OLED UNIVERSAL DISPLAY CORP COM2.9K shares56.38%2026-03-312026-04-30

NVS NOVARTIS AG SPONSORED ADR1.7K shares-19.09%2026-03-312026-04-30

CMS CMS ENERGY CORP COM3.4K shares0.00%2026-03-312026-04-30

MMC MARSH & MCLENNAN COS INC COM1.5K shares-2.47%2026-03-312026-04-30

LHX L3HARRIS TECHNOLOGIES INC COM749 shares0.27%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC COM1.5K shares-47.92%2026-03-312026-04-30

FBTC FIDELITY WISE ORIGIN BITCOIN FUND4.0K shares0.00%2026-03-312026-04-30

Sponsored

LOW LOWES COS INC COM999 shares-9.51%2026-03-312026-04-30

SBUX STARBUCKS CORP COM2.6K shares-4.30%2026-03-312026-04-30

CRWV COREWEAVE INC COM CL A3.0K sharesnew addition2026-03-312026-04-30

TXT TEXTRON INC COM2.6K shares0.00%2026-03-312026-04-30

CMCSA COMCAST CORP NEW CL A7.6K shares-29.44%2026-03-312026-04-30

IRM IRON MTN INC DEL COM2.1K sharesnew addition2026-03-312026-04-30

RY ROYAL BK CDA COM1.3K shares0.37%2026-03-312026-04-30

OSK OSHKOSH CORP COM1.4K sharesnew addition2026-03-312026-04-30

Sponsored

EPD ENTERPRISE PRODS PARTNERS L P COM5.6K sharesnew addition2026-03-312026-04-30

AXP AMERICAN EXPRESS CO COM694 shares0.14%2026-03-312026-04-30

CROWN CASTLE INC COM CROWN CASTLE INC COM2.5K shares0.00%2026-03-312026-04-30

DTE DTE ENERGY CO COM1.4K sharesnew addition2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC COM1.3K sharesnew addition2026-03-312026-04-30

WAT WATERS CORP COM663 shares0.00%2026-03-312026-04-30

BAX BAXTER INTL INC COM11.7K shares2.66%2026-03-312026-04-30

ON ON SEMICONDUCTOR CORP COM3.1K sharesnew addition2026-03-312026-04-30

Sponsored

SAN BANCO SANTANDER SA ADR14.3K shares0.00%2026-03-312026-04-30

NVDA

NVIDIA CORPORATION COM

1.80%

Shares161.3K

Event2026-03-31

Filed2026-04-30

LAM RESEARCH CORP COM NEW

-0.77%

Shares51.1K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC COM

-0.87%

Shares42.0K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION COM

1.25%

Shares8.9K

Event2026-03-31

Filed2026-04-30

ALPHABET INC CAP STK CL A

0.09%

Shares30.2K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC COM

1.23%

Shares40.2K

Event2026-03-31

Filed2026-04-30

ASML

ASML HLDG NV N Y REGISTRY SHS

1.44%

Shares6.2K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL CL B NEW

1.46%

Shares16.6K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP COM

5.99%

Shares19.2K

Event2026-03-31

Filed2026-04-30

ALPHABET INC CAP STK CL C

3.56%

Shares21.5K

Event2026-03-31

Filed2026-04-30

FAST

FASTENAL CO COM

1.05%

Shares109.1K

Event2026-03-31

Filed2026-04-30

VLO

VALERO ENERGY CORP COM

0.24%

Shares19.3K

Event2026-03-31

Filed2026-04-30

AMD

ADVANCED MICRO DEVICES INC COM

-0.75%

Shares21.9K

Event2026-03-31

Filed2026-04-30

TJX

TJX COS INC NEW COM

-0.69%

Shares27.1K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO COM

4.73%

Shares14.6K

Event2026-03-31

Filed2026-04-30

CME

CME GROUP INC COM

-1.74%

Shares13.8K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC COM

5.49%

Shares12.1K

Event2026-03-31

Filed2026-04-30

RTX

RTX CORPORATION COM

-2.05%

Shares20.4K

Event2026-03-31

Filed2026-04-30

BROADCOM INC COM

-0.19%

Shares12.7K

Event2026-03-31

Filed2026-04-30

STLD

STEEL DYNAMICS INC COM

-5.08%

Shares21.3K

Event2026-03-31

Filed2026-04-30

QCOM

QUALCOMM INC COM

-4.07%

Shares29.7K

Event2026-03-31

Filed2026-04-30

XEL

XCEL ENERGY INC COM

-1.09%

Shares46.1K

Event2026-03-31

Filed2026-04-30

GNRC

GENERAC HLDGS INC COM

0.19%

Shares18.2K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO COM

-2.23%

Shares24.2K

Event2026-03-31

Filed2026-04-30

DUKE ENERGY CORP NEW COM NEW

4.41%

Shares26.6K

Event2026-03-31

Filed2026-04-30

TXN

TEXAS INSTRS INC COM

-0.86%

Shares17.6K

Event2026-03-31

Filed2026-04-30

NTRS

NORTHERN TR CORP COM

3.35%

Shares24.5K

Event2026-03-31

Filed2026-04-30

DLR

DIGITAL RLTY TR INC COM

6.22%

Shares18.4K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP COM

2.17%

Shares19.5K

Event2026-03-31

Filed2026-04-30

PSA

PUBLIC STORAGE OPER CO COM

2.95%

Shares12.1K

Event2026-03-31

Filed2026-04-30

CEG

CONSTELLATION ENERGY CORP COM

8.81%

Shares11.7K

Event2026-03-31

Filed2026-04-30

AMAT

APPLIED MATLS INC COM

-10.78%

Shares9.3K

Event2026-03-31

Filed2026-04-30

TGT

TARGET CORP COM

2.04%

Shares26.1K

Event2026-03-31

Filed2026-04-30

CMI

CUMMINS INC COM

1.07%

Shares5.7K

Event2026-03-31

Filed2026-04-30

MPWR

MONOLITHIC PWR SYS INC COM

-0.29%

Shares2.8K

Event2026-03-31

Filed2026-04-30

NEE

NEXTERA ENERGY INC COM

-1.34%

Shares30.7K

Event2026-03-31

Filed2026-04-30

LMT

LOCKHEED MARTIN CORP COM

3.13%

Shares4.7K

Event2026-03-31

Filed2026-04-30

CSCO

CISCO SYS INC COM

-4.25%

Shares36.3K

Event2026-03-31

Filed2026-04-30

REGN

REGENERON PHARMACEUTICALS COM

-9.00%

Shares3.6K

Event2026-03-31

Filed2026-04-30

WSM

WILLIAMS SONOMA INC COM

-0.76%

Shares14.8K

Event2026-03-31

Filed2026-04-30

ISRG

INTUITIVE SURGICAL INC COM NEW

2.19%

Shares5.8K

Event2026-03-31

Filed2026-04-30

KLAC

KLA CORP COM NEW

0.96%

Shares1.8K

Event2026-03-31

Filed2026-04-30

VISA INC COM CL A

-0.58%

Shares8.5K

Event2026-03-31

Filed2026-04-30

SNPS

SYNOPSYS INC COM

2.75%

Shares6.4K

Event2026-03-31

Filed2026-04-30

BLACKSTONE INC COM

17.44%

Shares21.8K

Event2026-03-31

Filed2026-04-30

ABT

ABBOTT LABORATORIES COM

-10.92%

Shares24.4K

Event2026-03-31

Filed2026-04-30

ACCENTURE PLC IRELAND SHS CLASS A

7.92%

Shares12.3K

Event2026-03-31

Filed2026-04-30

MICRON TECHNOLOGY INC COM

0.08%

Shares7.1K

Event2026-03-31

Filed2026-04-30

GLW

CORNING INC COM

-2.06%

Shares17.1K

Event2026-03-31

Filed2026-04-30

CAT

CATERPILLAR INC COM

1.01%

Shares3.2K

Event2026-03-31

Filed2026-04-30

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

47.94%

Shares6.4K

Event2026-03-31

Filed2026-04-30

AMT

AMERICAN TOWER CORP COM

0.61%

Shares12.6K

Event2026-03-31

Filed2026-04-30

DVN

DEVON ENERGY CORP NEW COM

-0.58%

Shares39.4K

Event2026-03-31

Filed2026-04-30

ADBE

ADOBE INC COM

-1.61%

Shares8.1K

Event2026-03-31

Filed2026-04-30

SHW

SHERWIN WILLIAMS CO COM

-11.91%

Shares6.0K

Event2026-03-31

Filed2026-04-30

URI

UNITED RENTALS INC COM

43.76%

Shares2.6K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO COM

-4.65%

Shares1.9K

Event2026-03-31

Filed2026-04-30

GGG

GRACO INC COM

-5.64%

Shares19.2K

Event2026-03-31

Filed2026-04-30

BKLC

BNY MELLON US LARGE CAP CORE EQUITY ETF

-26.07%

Shares13.0K

Event2026-03-31

Filed2026-04-30

SOUTHERN CO COM

1.56%

Shares15.9K

Event2026-03-31

Filed2026-04-30

ARCC

ARES CAPITAL CORP COM

-1.31%

Shares81.3K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TRUST SERIES I

-3.70%

Shares2.5K

Event2026-03-31

Filed2026-04-30

COCA COLA CO COM

-0.56%

Shares19.1K

Event2026-03-31

Filed2026-04-30

LEN

LENNAR CORP CL A

1.48%

Shares16.5K

Event2026-03-31

Filed2026-04-30

WASTE MGMT INC DEL COM

-2.19%

Shares6.1K

Event2026-03-31

Filed2026-04-30

WELL

WELLTOWER INC COM

-2.54%

Shares7.1K

Event2026-03-31

Filed2026-04-30

BKAG

BNY MELLON CORE BOND ETF

6.17%

Shares32.8K

Event2026-03-31

Filed2026-04-30

PKG

PACKAGING CORP AMER COM

-2.06%

Shares6.4K

Event2026-03-31

Filed2026-04-30

GSBD

GOLDMAN SACHS BDC INC SHS

-1.47%

Shares150.7K

Event2026-03-31

Filed2026-04-30

UNP

UNION PAC CORP COM

20.45%

Shares5.4K

Event2026-03-31

Filed2026-04-30

UPS

UNITED PARCEL SVCS INC CL B

27.16%

Shares13.0K

Event2026-03-31

Filed2026-04-30

AFIX

ALLSPRING BROAD MARKET CORE BOND ETF

32.65%

Shares50.1K

Event2026-03-31

Filed2026-04-30

USB

US BANCORP COM NEW

-5.68%

Shares23.8K

Event2026-03-31

Filed2026-04-30

PEP

PEPSICO INC COM

-6.18%

Shares7.8K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP COM

-4.79%

Shares3.9K

Event2026-03-31

Filed2026-04-30

INTU

INTUIT COM

-7.76%

Shares2.8K

Event2026-03-31

Filed2026-04-30

GOLDMAN SACHS GROUP INC COM

6.91%

Shares1.3K

Event2026-03-31

Filed2026-04-30

MKTX

MARKETAXESS HLDGS INC COM

-2.98%

Shares6.8K

Event2026-03-31

Filed2026-04-30

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

3.46%

Shares2.7K

Event2026-03-31

Filed2026-04-30

MASTERCARD INCORPORATED CL A

0.74%

Shares2.0K

Event2026-03-31

Filed2026-04-30

ORCL

ORACLE CORP COM

117.86%

Shares6.6K

Event2026-03-31

Filed2026-04-30

CRM

SALESFORCE INC COM

40.51%

Shares5.2K

Event2026-03-31

Filed2026-04-30

OMC

OMNICOM GROUP INC COM

-21.76%

Shares12.6K

Event2026-03-31

Filed2026-04-30

SONY

SONY GROUP CORP SPONSORED ADR

-2.10%

Shares45.7K

Event2026-03-31

Filed2026-04-30

BANK NEW YORK MELLON CORP COM

42.41%

Shares7.9K

Event2026-03-31

Filed2026-04-30

TSLA

TESLA INC COM

8.81%

Shares2.5K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION COM

2.78%

Shares4.4K

Event2026-03-31

Filed2026-04-30

ARISTA NETWORKS INC COM SHS

37.05%

Shares7.1K

Event2026-03-31

Filed2026-04-30

CDNS

CADENCE DESIGN SYSTEM INC COM

4.36%

Shares3.0K

Event2026-03-31

Filed2026-04-30

DEERE & CO COM

-1.84%

Shares1.5K

Event2026-03-31

Filed2026-04-30

SDVY

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

2.16%

Shares21.0K

Event2026-03-31

Filed2026-04-30

SUPER MICRO COMPUTER INC COM NEW

-9.94%

Shares35.0K

Event2026-03-31

Filed2026-04-30

SMOT

VANECK MORNINGSTAR SMID MOAT ETF

0.55%

Shares22.0K

Event2026-03-31

Filed2026-04-30

SNA

SNAP ON INC COM

-5.63%

Shares2.1K

Event2026-03-31

Filed2026-04-30

TRV

TRAVELERS COMPANIES INC COM

0.55%

Shares2.6K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES CORE S&P 500 ETF

9.98%

Shares1.1K

Event2026-03-31

Filed2026-04-30

ICE

INTERCONTINENTAL EXCHANGE INC COM

8.45%

Shares4.7K

Event2026-03-31

Filed2026-04-30

PGR

PROGRESSIVE CORP COM

-23.01%

Shares3.6K

Event2026-03-31

Filed2026-04-30

ROK

ROCKWELL AUTOMATION INC COM

-4.43%

Shares2.0K

Event2026-03-31

Filed2026-04-30

ADP

AUTOMATIC DATA PROCESSING INC COM

-3.48%

Shares3.5K

Event2026-03-31

Filed2026-04-30

LULU

LULULEMON ATHLETICA INC COM

-26.38%

Shares4.6K

Event2026-03-31

Filed2026-04-30

OKLO

OKLO INC COM CL A

52.23%

Shares13.8K

Event2026-03-31

Filed2026-04-30

COP

CONOCOPHILLIPS COM

-1.18%

Shares5.1K

Event2026-03-31

Filed2026-04-30

MAR

MARRIOTT INTL INC NEW CL A

-3.01%

Shares2.1K

Event2026-03-31

Filed2026-04-30

CHUBB LTD SWITZ COM

-18.88%

Shares2.0K

Event2026-03-31

Filed2026-04-30

NFLX

NETFLIX INC. COM

-2.20%

Shares6.6K

Event2026-03-31

Filed2026-04-30

NUE

NUCOR CORP COM

-28.33%

Shares3.7K

Event2026-03-31

Filed2026-04-30

FDS

FACTSET RESH SYS INC COM

-23.58%

Shares2.8K

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC COM

-2.90%

Shares2.8K

Event2026-03-31

Filed2026-04-30

PLTR

PALANTIR TECHNOLOGIES INC CL A

10.05%

Shares4.2K

Event2026-03-31

Filed2026-04-30

CARLYLE GROUP INC COM

0.41%

Shares12.4K

Event2026-03-31

Filed2026-04-30

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

-4.56%

Shares6.3K

Event2026-03-31

Filed2026-04-30

FTNT

FORTINET INC COM

-13.64%

Shares6.8K

Event2026-03-31

Filed2026-04-30

ULTA

ULTA BEAUTY INC COM

0.67%

Shares1.0K

Event2026-03-31

Filed2026-04-30

PWR

QUANTA SVCS INC COM

1.75%

Shares987

Event2026-03-31

Filed2026-04-30

VANGUARD S&P 500 ETF

1.13%

Shares893

Event2026-03-31

Filed2026-04-30

AZO

AUTOZONE INC COM

-2.55%

Shares153

Event2026-03-31

Filed2026-04-30

DINO

HF SINCLAIR CORP COM

New

Shares8.1K

Event2026-03-31

Filed2026-04-30

EQIX

EQUINIX INC COM

0.20%

Shares513

Event2026-03-31

Filed2026-04-30

CMG

CHIPOTLE MEXICAN GRILL INC COM

4.15%

Shares15.6K

Event2026-03-31

Filed2026-04-30

PSX

PHILLIPS 66 COM

-3.24%

Shares2.7K

Event2026-03-31

Filed2026-04-30

WFC

WELLS FARGO & CO COM

0.55%

Shares5.8K

Event2026-03-31

Filed2026-04-30

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

12.03%

Shares4.6K

Event2026-03-31

Filed2026-04-30

AEP

AMERICAN ELEC PWR CO INC COM

0.64%

Shares3.3K

Event2026-03-31

Filed2026-04-30

ORLY

OREILLY AUTOMOTIVE INC COM

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-30

DVY

ISHARES SELECT DIVIDEND ETF

-2.93%

Shares2.8K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON COM

0.12%

Shares1.7K

Event2026-03-31

Filed2026-04-30

NOW

SERVICENOW INC COM

34.70%

Shares3.9K

Event2026-03-31

Filed2026-04-30

SYK

STRYKER CORPORATION COM

-3.08%

Shares1.2K

Event2026-03-31

Filed2026-04-30

PCAR

PACCAR INC COM

-1.73%

Shares3.5K

Event2026-03-31

Filed2026-04-30

LYB

LYONDELLBASELL INDUSTRIES NV SHS - A -

-5.02%

Shares5.0K

Event2026-03-31

Filed2026-04-30

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-30

NVO

NOVO-NORDISK A S ADR

-8.75%

Shares10.6K

Event2026-03-31

Filed2026-04-30

ADI

ANALOG DEVICES INC COM

-1.70%

Shares1.2K

Event2026-03-31

Filed2026-04-30

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-30

SMH

VANECK SEMICONDUCTOR ETF

13.49%

Shares959

Event2026-03-31

Filed2026-04-30

BSX

BOSTON SCIENTIFIC CORP COM

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-30

UNH

UNITEDHEALTH GROUP INC COM

0.22%

Shares1.3K

Event2026-03-31

Filed2026-04-30

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

1.31%

Shares6.3K

Event2026-03-31

Filed2026-04-30

HON

HONEYWELL INTL INC COM

0.13%

Shares1.6K

Event2026-03-31

Filed2026-04-30

NOC

NORTHROP GRUMMAN CORP COM

-5.40%

Shares508

Event2026-03-31

Filed2026-04-30

NRG

NRG ENERGY INC COM NEW

-2.85%

Shares2.3K

Event2026-03-31

Filed2026-04-30

ADSK

AUTODESK INC COM

-6.22%

Shares1.4K

Event2026-03-31

Filed2026-04-30

IJR

ISHARES CORE S&P SMALL CAP ETF

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-30

AFL

AFLAC INC COM

-9.49%

Shares2.8K

Event2026-03-31

Filed2026-04-30

REALTY INCOME CORP COM

0.35%

Shares4.8K

Event2026-03-31

Filed2026-04-30

MEDTRONIC PLC SHS

0.33%

Shares3.3K

Event2026-03-31

Filed2026-04-30

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-30

LINDE PLC SHS

-4.62%

Shares558

Event2026-03-31

Filed2026-04-30

UTHR

UNITED THERAPEUTICS CORP DEL COM

0.00%

Shares458

Event2026-03-31

Filed2026-04-30

EXC

EXELON CORP COM

0.20%

Shares5.5K

Event2026-03-31

Filed2026-04-30

EMR

EMERSON ELEC CO COM

-4.19%

Shares2.1K

Event2026-03-31

Filed2026-04-30

JCI

JOHNSON CTLS INTL PLC SHS

8.10%

Shares2.0K

Event2026-03-31

Filed2026-04-30

OLED

UNIVERSAL DISPLAY CORP COM

56.38%

Shares2.9K

Event2026-03-31

Filed2026-04-30

NVS

NOVARTIS AG SPONSORED ADR

-19.09%

Shares1.7K

Event2026-03-31

Filed2026-04-30

CMS

CMS ENERGY CORP COM

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-30

MMC

MARSH & MCLENNAN COS INC COM

-2.47%

Shares1.5K

Event2026-03-31

Filed2026-04-30

LHX

L3HARRIS TECHNOLOGIES INC COM

0.27%

Shares749

Event2026-03-31

Filed2026-04-30

PHILIP MORRIS INTL INC COM

-47.92%

Shares1.5K

Event2026-03-31

Filed2026-04-30

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-30

LOW

LOWES COS INC COM

-9.51%

Shares999

Event2026-03-31

Filed2026-04-30

SBUX

STARBUCKS CORP COM

-4.30%

Shares2.6K

Event2026-03-31

Filed2026-04-30

CRWV

COREWEAVE INC COM CL A

New

Shares3.0K

Event2026-03-31

Filed2026-04-30

TXT

TEXTRON INC COM

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-30

CMCSA

COMCAST CORP NEW CL A

-29.44%

Shares7.6K

Event2026-03-31

Filed2026-04-30

IRM

IRON MTN INC DEL COM

New

Shares2.1K

Event2026-03-31

Filed2026-04-30

ROYAL BK CDA COM

0.37%

Shares1.3K

Event2026-03-31

Filed2026-04-30

OSK

OSHKOSH CORP COM

New

Shares1.4K

Event2026-03-31

Filed2026-04-30

EPD

ENTERPRISE PRODS PARTNERS L P COM

New

Shares5.6K

Event2026-03-31

Filed2026-04-30

AXP

AMERICAN EXPRESS CO COM

0.14%

Shares694

Event2026-03-31

Filed2026-04-30

CROWN CASTLE INC COM

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-30

DTE

DTE ENERGY CO COM

New

Shares1.4K

Event2026-03-31

Filed2026-04-30

PANW

PALO ALTO NETWORKS INC COM

New

Shares1.3K

Event2026-03-31

Filed2026-04-30

WAT

WATERS CORP COM

0.00%

Shares663

Event2026-03-31

Filed2026-04-30

BAX

BAXTER INTL INC COM

2.66%

Shares11.7K

Event2026-03-31

Filed2026-04-30

ON SEMICONDUCTOR CORP COM

New

Shares3.1K

Event2026-03-31

Filed2026-04-30

SAN

BANCO SANTANDER SA ADR

0.00%

Shares14.3K

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available