Sponsored

The Analysis of Texas Bank & Trust Co's Holdings & P&L

Currently, Texas Bank & Trust Co holds 176 types of securities in its portfolio with a total value $266.2M. In the most recent quarter, they have increased their positions in NFLX (+5.5K shares, valued at $532.2K), AMZN (+2.5K shares, valued at $524.0K), HON (+2.0K shares, valued at $448.9K); decreased their positions in N/A (-2.5K shares, valued at $717.7K), AAPL (-2.3K shares, valued at $578.4K), LLY (-619 shares, valued at $569.3K); initiated new positions in ADSK (+1.8K shares, valued at $438.1K), N/A (+7.2K shares, valued at $379.7K), BIL (+4.0K shares, valued at $366.6K).

1M P&L

+1.3M+0.51%

3M P&L

+2.8M+1.12%

HY P&L

+17.4M+7.29%

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/A37.7M

16.1%

2Software - Infrastructure19.7M

8.4%

3Semiconductors18.9M

8.1%

Top Industries by Stock Count

1N/A31 stocks

19.5%

2Semiconductors9 stocks

5.7%

3Drug Manufacturers - General8 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC66.2K shares-3.33%2026-03-312026-04-30

MSFT MICROSOFT CORP37.9K shares0.33%2026-03-312026-04-30

XOM EXXON MOBIL CORP68.3K shares-2.56%2026-03-312026-04-30

ALPHABET INC CL A ALPHABET INC CL A35.6K shares1.11%2026-03-312026-04-30

JPM JP MORGAN CHASE & CO28.1K shares-2.45%2026-03-312026-04-30

NVDA NVIDIA CORP36.1K shares1.17%2026-03-312026-04-30

ALPHABET INC CL C ALPHABET INC CL C21.5K shares-10.41%2026-03-312026-04-30

GLD SPDR GOLD TR ETF12.3K shares0.12%2026-03-312026-04-30

Sponsored

JNJ JOHNSON & JOHNSON COMMON19.0K shares-4.10%2026-03-312026-04-30

EFA ISHARES MSCI EAFE ETF47.5K shares4.01%2026-03-312026-04-30

CVX CHEVRON CORPORATION20.4K shares-0.37%2026-03-312026-04-30

AMZN AMAZON20.1K shares14.29%2026-03-312026-04-30

PG PROCTER & GAMBLE CO28.4K shares-2.51%2026-03-312026-04-30

MA MASTERCARD INC8.0K shares-3.62%2026-03-312026-04-30

HD HOME DEPOT INC12.1K shares0.41%2026-03-312026-04-30

AMAT APPLIED MATERIALS INC11.6K shares2.64%2026-03-312026-04-30

Sponsored

LOW LOWES COMPANIES INC16.2K shares-3.77%2026-03-312026-04-30

CSCO CISCO SYSTEMS INC48.8K shares-2.25%2026-03-312026-04-30

MCD MCDONALDS CORP11.2K shares8.89%2026-03-312026-04-30

LLY ELI LILLY COMPANY3.6K shares-14.59%2026-03-312026-04-30

ADI ANALOG DEVICES INC10.3K shares-3.24%2026-03-312026-04-30

KO THE COCA-COLA COMPANY42.7K shares8.56%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO10.2K shares-4.39%2026-03-312026-04-30

V VISA INC.10.2K shares-1.83%2026-03-312026-04-30

Sponsored

BERKSHIRE HATHAWAY INC CL B NEW BERKSHIRE HATHAWAY INC CL B NEW6.4K shares0.39%2026-03-312026-04-30

ET ENERGY TRANSFER LP156.0K shares0.00%2026-03-312026-04-30

ORCL ORACLE CORP20.3K shares-5.57%2026-03-312026-04-30

WMT WALMART INC23.2K shares-10.88%2026-03-312026-04-30

TXN TEXAS INSTRUMENTS INC14.8K shares-5.23%2026-03-312026-04-30

IWF ISHARES RUSSELL 1000 GROWTH ETF FD6.6K shares-5.42%2026-03-312026-04-30

TIP ISHARES TR25.3K shares-8.71%2026-03-312026-04-30

T AT&T INC79.7K shares10.92%2026-03-312026-04-30

Sponsored

BROADCOM INC BROADCOM INC7.4K shares-0.99%2026-03-312026-04-30

ABT ABBOTT LABS19.5K shares-2.79%2026-03-312026-04-30

COST COSTCO WHOLESALE CORP NEW1.9K shares2.83%2026-03-312026-04-30

RTX RTX CORPORATION9.4K shares0.18%2026-03-312026-04-30

EEM ISHARES MSCI EMERGING MARKETS ETF30.3K shares-1.94%2026-03-312026-04-30

MERCK & CO INC NEW COM MERCK & CO INC NEW COM14.1K shares-6.80%2026-03-312026-04-30

ACCENTURE PLC CLASS A ACCENTURE PLC CLASS A8.3K shares9.80%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP2.7K shares-0.85%2026-03-312026-04-30

Sponsored

VZ VERIZON COMMUNICATIONS INC31.1K shares8.16%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC7.7K shares9.03%2026-03-312026-04-30

IJH ISHARES CORE S&P MID-CAP ETF22.4K shares-6.84%2026-03-312026-04-30

PANW PALO ALTO NETWORKS, INC9.2K shares10.59%2026-03-312026-04-30

VEU VANGUARD INTL ETF19.4K shares-3.45%2026-03-312026-04-30

IGIB ISHARES TR26.8K shares15.67%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS5.8K shares0.95%2026-03-312026-04-30

ORLY O REILLY AUTOMOTIVE INC NEW COM15.3K shares0.00%2026-03-312026-04-30

Sponsored

MCHP MICROCHIP TECHNOLOGY INC21.5K shares18.62%2026-03-312026-04-30

COP CONOCOPHILLIPS10.4K shares24.54%2026-03-312026-04-30

IWD ISHARES RUSSELL 1000 VALUE ETF FD6.2K shares0.00%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC3.8K shares-3.77%2026-03-312026-04-30

LINDE PLC LINDE PLC2.6K shares-0.84%2026-03-312026-04-30

DE DEERE & CO2.2K shares13.96%2026-03-312026-04-30

VNQ VANGUARD REAL ESTATE ETF13.6K shares4.69%2026-03-312026-04-30

NSC NORFOLK SOUTHERN CORP4.2K shares-4.53%2026-03-312026-04-30

Sponsored

TRV TRAVELERS COMPANIES INC4.0K shares-3.13%2026-03-312026-04-30

HON HONEYWELL INTERNATIONAL INC5.1K shares64.38%2026-03-312026-04-30

PFF ISHARES TR37.5K shares1.49%2026-03-312026-04-30

DIS DISNEY WALT COMPANY11.6K shares0.61%2026-03-312026-04-30

PEP PEPSICO INC COMMON7.2K shares-4.00%2026-03-312026-04-30

VTV VANGUARD VALUE ETF5.6K shares14.23%2026-03-312026-04-30

SO THE SOUTHERN COMPANY COMMON11.2K shares19.90%2026-03-312026-04-30

IJR ISHARES TR S&P SMALLCAP8.7K shares-2.02%2026-03-312026-04-30

Sponsored

VBR VANGUARD SMALL CAP VALUE INDEX FUND4.9K shares-18.12%2026-03-312026-04-30

CRM SALESFORCE INC5.6K shares1.25%2026-03-312026-04-30

JCI JOHNSON CTLS INTL PLC7.9K shares-2.88%2026-03-312026-04-30

SPY STATE STREET SPDR S&P 500 ETF TRUST1.6K shares-17.76%2026-03-312026-04-30

UPS UNITED PARCEL SERVICE10.3K shares1.04%2026-03-312026-04-30

NFLX NETFLIX INC10.4K shares113.89%2026-03-312026-04-30

NEE NEXTERA ENERGY INC COM10.7K shares-4.32%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR2.9K shares0.00%2026-03-312026-04-30

Sponsored

QCOM QUALCOMM INC7.3K shares-7.09%2026-03-312026-04-30

CMCSA COMCAST CORP NEW CL A32.8K shares6.64%2026-03-312026-04-30

VTI VANGUARD INDEX FDS2.9K shares0.00%2026-03-312026-04-30

FDX FEDEX CORPORATION2.6K shares-9.85%2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.7K shares-3.10%2026-03-312026-04-30

PFE PFIZER INC32.4K shares-3.46%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC921 shares-26.26%2026-03-312026-04-30

TJX TJX COMPANIES, INC.5.5K shares0.00%2026-03-312026-04-30

Sponsored

ABBV ABBVIE INC COM4.0K shares-18.72%2026-03-312026-04-30

DLR DIGITAL REALTY TRUST INC REIT4.8K shares-6.31%2026-03-312026-04-30

BSV VANGUARD BD INDEX FDS10.9K shares-4.37%2026-03-312026-04-30

UNP UNION PACIFIC CORP3.4K shares-22.72%2026-03-312026-04-30

NVS NOVARTIS AG ADR5.4K shares-18.30%2026-03-312026-04-30

MS MORGAN STANLEY4.7K shares-1.88%2026-03-312026-04-30

TPR TAPESTRY INC5.4K shares0.00%2026-03-312026-04-30

IJK ISHARES S&P MIDCAP 4007.5K shares8.25%2026-03-312026-04-30

Sponsored

EXC EXELON CORPORATION15.4K shares1.51%2026-03-312026-04-30

CARR CARRIER GLOBAL CORP13.2K shares1.35%2026-03-312026-04-30

AFL AFLAC INC6.7K shares-12.13%2026-03-312026-04-30

ALL THE ALLSTATE CORPORATION3.5K shares0.00%2026-03-312026-04-30

VANGUARD INDEX FD ETF VANGUARD INDEX FD ETF1.2K shares0.00%2026-03-312026-04-30

LQD ISHARES TR6.3K shares-19.31%2026-03-312026-04-30

VOE VANGUARD MID CAP VALUE INDEX FUND3.7K shares-20.00%2026-03-312026-04-30

DHR DANAHER CORP3.5K shares0.00%2026-03-312026-04-30

Sponsored

GENERAL ELECTRIC CO GENERAL ELECTRIC CO2.4K shares0.00%2026-03-312026-04-30

IVV ISHARES S&P 500 INDEX FUND1.0K shares87.52%2026-03-312026-04-30

MLM MARTIN MARIETTA MATERIALS INC1.1K shares0.00%2026-03-312026-04-30

CTAS CINTAS CORP3.8K shares0.00%2026-03-312026-04-30

META META PLATFORMS INC1.1K shares58.12%2026-03-312026-04-30

BLACKSTONE GROUP INC CL A BLACKSTONE GROUP INC CL A5.5K shares52.42%2026-03-312026-04-30

IEF ISHARES BARCLAYS 7-10 YR TREAS BD FD6.4K shares49.52%2026-03-312026-04-30

GSK PLC GSK PLC10.9K shares-27.96%2026-03-312026-04-30

Sponsored

MET METLIFE INC8.2K shares-31.59%2026-03-312026-04-30

CAT CATERPILLAR INC806 shares3.47%2026-03-312026-04-30

GBCI GLACIER BANCORP INC NEW12.7K shares0.00%2026-03-312026-04-30

F FORD MOTOR COMPANY48.8K shares0.00%2026-03-312026-04-30

AMGN AMGEN INC1.6K shares-0.56%2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE INC3.5K shares23.99%2026-03-312026-04-30

TDY TELEDYNE TECHNOLOGIES INC850 shares0.00%2026-03-312026-04-30

BMY BRISTOL MYERS SQUIBB CO8.4K shares-7.05%2026-03-312026-04-30

Sponsored

HBM HUDBAY MINERALS INC23.4K shares-8.40%2026-03-312026-04-30

OKE ONEOK INC5.4K shares0.00%2026-03-312026-04-30

TGT TARGET CORP4.0K shares53.28%2026-03-312026-04-30

DFAC DIMENSIONAL ETF TRUST12.5K shares0.00%2026-03-312026-04-30

LHX L3HARRIS TECHNOLOGIES INC1.4K shares0.00%2026-03-312026-04-30

APD AIR PRODS & CHEMS INC1.6K shares-2.06%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC912 shares0.00%2026-03-312026-04-30

TRMB TRIMBLE INC6.8K shares0.00%2026-03-312026-04-30

Sponsored

ADSK AUTODESK INC1.8K sharesnew addition2026-03-312026-04-30

MCO MOODYS CORP COM1.0K shares0.00%2026-03-312026-04-30

BND VANGUARD BD INDEX FDS5.8K shares-18.73%2026-03-312026-04-30

GS GOLDMAN SACHS493 shares98.79%2026-03-312026-04-30

MMM 3M COMPANY2.8K shares-31.19%2026-03-312026-04-30

DVN DEVON ENERGY CORP8.0K shares0.00%2026-03-312026-04-30

DUKE ENERGY CORP NEW COM DUKE ENERGY CORP NEW COM3.0K shares0.00%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS2.6K shares0.00%2026-03-312026-04-30

Sponsored

FTNT FORTINET INC4.8K shares0.00%2026-03-312026-04-30

ETR ENTERGY CORP3.4K shares0.00%2026-03-312026-04-30

EOG EOG RESOURCES INC2.7K shares0.00%2026-03-312026-04-30

PR PERMIAN RESOURCES CORP18.0K shares0.00%2026-03-312026-04-30

TSCO TRACTOR SUPPLY CO8.4K shares0.00%2026-03-312026-04-30

ALERIAN MLP ALERIAN MLP7.2K sharesnew addition2026-03-312026-04-30

NUE NUCOR CORP2.2K shares-5.38%2026-03-312026-04-30

ALC ALCON INC5.0K shares2.46%2026-03-312026-04-30

Sponsored

BDX BECTON DICKINSON & CO2.4K shares-1.05%2026-03-312026-04-30

BIL STATE STREET SPDR SER TR4.0K sharesnew addition2026-03-312026-04-30

PRU PRUDENTIAL FINANCIAL INC3.7K shares0.00%2026-03-312026-04-30

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC3.6K sharesnew addition2026-03-312026-04-30

CMI CUMMINS INC653 shares-6.45%2026-03-312026-04-30

EMR EMERSON ELECTRIC COMPANY2.5K shares-0.36%2026-03-312026-04-30

VUG VANGUARD GROWTH ETF745 sharesnew addition2026-03-312026-04-30

OTIS OTIS WORLDWIDE CORP4.2K shares-5.68%2026-03-312026-04-30

Sponsored

WSO WATSCO INC875 shares0.00%2026-03-312026-04-30

XYL XYLEM INC COM2.6K shares0.00%2026-03-312026-04-30

ADBE ADOBE INC1.3K shares11.83%2026-03-312026-04-30

KLAC KLA CORPORATION211 shares0.00%2026-03-312026-04-30

NTNX NUTANIX INC8.0K shares23.08%2026-03-312026-04-30

CITIGROUP INC COM NEW CITIGROUP INC COM NEW2.6K shares-31.44%2026-03-312026-04-30

CMG CHIPOTLE MEXICAN GRILL INC9.0K shares-62.26%2026-03-312026-04-30

TWLO TWILIO INC2.3K shares0.00%2026-03-312026-04-30

Sponsored

MUB ISHARES TR2.5K shares14.64%2026-03-312026-04-30

INTC INTEL CORP6.1K shares-2.18%2026-03-312026-04-30

TDG TRANSDIGM GROUP INC225 shares0.00%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING1.3K shares8.98%2026-03-312026-04-30

VGIT VANGUARD SCOTTSDALE FDS4.3K shares0.00%2026-03-312026-04-30

ECL ECOLAB INC938 shares-9.20%2026-03-312026-04-30

ROP ROPER TECHNOLOGIES, INC700 shares0.00%2026-03-312026-04-30

BAC BANK OF AMERICA CORP5.1K shares-44.10%2026-03-312026-04-30

Sponsored

ENB ENBRIDGE INC4.5K sharesnew addition2026-03-312026-04-30

KMB KIMBERLY CLARK CORP2.5K shares-1.15%2026-03-312026-04-30

PAYX PAYCHEX INC2.6K shares0.00%2026-03-312026-04-30

FCX FREEPORT-MCMORAN COPPER4.0K shares0.00%2026-03-312026-04-30

AJG ARTHUR J GALLAGHER & CO1.1K shares10.53%2026-03-312026-04-30

SHW SHERWIN WILLIAMS CO700 sharesnew addition2026-03-312026-04-30

AMT AMERICAN TOWER CORP REIT1.3K shares-3.03%2026-03-312026-04-30

CVS CVS HEALTH CORPORATION3.1K shares0.00%2026-03-312026-04-30

Sponsored

DXCM DEXCOM INC3.5K shares0.00%2026-03-312026-04-30

SNPS SYNOPSYS INC550 shares22.22%2026-03-312026-04-30

VCIT VANGUARD SCOTTSDALE FDS2.6K shares0.00%2026-03-312026-04-30

NKE NIKE INC CL B4.0K shares-3.26%2026-03-312026-04-30

DFAU DIMENSIONAL ETF TRUST4.7K sharesnew addition2026-03-312026-04-30

GILD GILEAD SCIENCES INC1.5K sharesnew addition2026-03-312026-04-30

CDNS CADENCE DESIGN SYSTEMS INC750 shares0.00%2026-03-312026-04-30

CME CME GROUP INC689 sharesnew addition2026-03-312026-04-30

Sponsored

AAPL

APPLE INC

-3.33%

Shares66.2K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

0.33%

Shares37.9K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

-2.56%

Shares68.3K

Event2026-03-31

Filed2026-04-30

ALPHABET INC CL A

1.11%

Shares35.6K

Event2026-03-31

Filed2026-04-30

JPM

JP MORGAN CHASE & CO

-2.45%

Shares28.1K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORP

1.17%

Shares36.1K

Event2026-03-31

Filed2026-04-30

ALPHABET INC CL C

-10.41%

Shares21.5K

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TR ETF

0.12%

Shares12.3K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON COMMON

-4.10%

Shares19.0K

Event2026-03-31

Filed2026-04-30

EFA

ISHARES MSCI EAFE ETF

4.01%

Shares47.5K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION

-0.37%

Shares20.4K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON

14.29%

Shares20.1K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO

-2.51%

Shares28.4K

Event2026-03-31

Filed2026-04-30

MASTERCARD INC

-3.62%

Shares8.0K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC

0.41%

Shares12.1K

Event2026-03-31

Filed2026-04-30

AMAT

APPLIED MATERIALS INC

2.64%

Shares11.6K

Event2026-03-31

Filed2026-04-30

LOW

LOWES COMPANIES INC

-3.77%

Shares16.2K

Event2026-03-31

Filed2026-04-30

CSCO

CISCO SYSTEMS INC

-2.25%

Shares48.8K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP

8.89%

Shares11.2K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY COMPANY

-14.59%

Shares3.6K

Event2026-03-31

Filed2026-04-30

ADI

ANALOG DEVICES INC

-3.24%

Shares10.3K

Event2026-03-31

Filed2026-04-30

THE COCA-COLA COMPANY

8.56%

Shares42.7K

Event2026-03-31

Filed2026-04-30

AXP

AMERICAN EXPRESS CO

-4.39%

Shares10.2K

Event2026-03-31

Filed2026-04-30

VISA INC.

-1.83%

Shares10.2K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC CL B NEW

0.39%

Shares6.4K

Event2026-03-31

Filed2026-04-30

ENERGY TRANSFER LP

0.00%

Shares156.0K

Event2026-03-31

Filed2026-04-30

ORCL

ORACLE CORP

-5.57%

Shares20.3K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

-10.88%

Shares23.2K

Event2026-03-31

Filed2026-04-30

TXN

TEXAS INSTRUMENTS INC

-5.23%

Shares14.8K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES RUSSELL 1000 GROWTH ETF FD

-5.42%

Shares6.6K

Event2026-03-31

Filed2026-04-30

TIP

ISHARES TR

-8.71%

Shares25.3K

Event2026-03-31

Filed2026-04-30

AT&T INC

10.92%

Shares79.7K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

-0.99%

Shares7.4K

Event2026-03-31

Filed2026-04-30

ABT

ABBOTT LABS

-2.79%

Shares19.5K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORP NEW

2.83%

Shares1.9K

Event2026-03-31

Filed2026-04-30

RTX

RTX CORPORATION

0.18%

Shares9.4K

Event2026-03-31

Filed2026-04-30

EEM

ISHARES MSCI EMERGING MARKETS ETF

-1.94%

Shares30.3K

Event2026-03-31

Filed2026-04-30

MERCK & CO INC NEW COM

-6.80%

Shares14.1K

Event2026-03-31

Filed2026-04-30

ACCENTURE PLC CLASS A

9.80%

Shares8.3K

Event2026-03-31

Filed2026-04-30

LMT

LOCKHEED MARTIN CORP

-0.85%

Shares2.7K

Event2026-03-31

Filed2026-04-30

VERIZON COMMUNICATIONS INC

8.16%

Shares31.1K

Event2026-03-31

Filed2026-04-30

AMD

ADVANCED MICRO DEVICES INC

9.03%

Shares7.7K

Event2026-03-31

Filed2026-04-30

IJH

ISHARES CORE S&P MID-CAP ETF

-6.84%

Shares22.4K

Event2026-03-31

Filed2026-04-30

PANW

PALO ALTO NETWORKS, INC

10.59%

Shares9.2K

Event2026-03-31

Filed2026-04-30

VEU

VANGUARD INTL ETF

-3.45%

Shares19.4K

Event2026-03-31

Filed2026-04-30

IGIB

ISHARES TR

15.67%

Shares26.8K

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS

0.95%

Shares5.8K

Event2026-03-31

Filed2026-04-30

ORLY

O REILLY AUTOMOTIVE INC NEW COM

0.00%

Shares15.3K

Event2026-03-31

Filed2026-04-30

MCHP

MICROCHIP TECHNOLOGY INC

18.62%

Shares21.5K

Event2026-03-31

Filed2026-04-30

COP

CONOCOPHILLIPS

24.54%

Shares10.4K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES RUSSELL 1000 VALUE ETF FD

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-30

MICRON TECHNOLOGY INC

-3.77%

Shares3.8K

Event2026-03-31

Filed2026-04-30

LINDE PLC

-0.84%

Shares2.6K

Event2026-03-31

Filed2026-04-30

DEERE & CO

13.96%

Shares2.2K

Event2026-03-31

Filed2026-04-30

VNQ

VANGUARD REAL ESTATE ETF

4.69%

Shares13.6K

Event2026-03-31

Filed2026-04-30

NSC

NORFOLK SOUTHERN CORP

-4.53%

Shares4.2K

Event2026-03-31

Filed2026-04-30

TRV

TRAVELERS COMPANIES INC

-3.13%

Shares4.0K

Event2026-03-31

Filed2026-04-30

HON

HONEYWELL INTERNATIONAL INC

64.38%

Shares5.1K

Event2026-03-31

Filed2026-04-30

PFF

ISHARES TR

1.49%

Shares37.5K

Event2026-03-31

Filed2026-04-30

DIS

DISNEY WALT COMPANY

0.61%

Shares11.6K

Event2026-03-31

Filed2026-04-30

PEP

PEPSICO INC COMMON

-4.00%

Shares7.2K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD VALUE ETF

14.23%

Shares5.6K

Event2026-03-31

Filed2026-04-30

THE SOUTHERN COMPANY COMMON

19.90%

Shares11.2K

Event2026-03-31

Filed2026-04-30

IJR

ISHARES TR S&P SMALLCAP

-2.02%

Shares8.7K

Event2026-03-31

Filed2026-04-30

VBR

VANGUARD SMALL CAP VALUE INDEX FUND

-18.12%

Shares4.9K

Event2026-03-31

Filed2026-04-30

CRM

SALESFORCE INC

1.25%

Shares5.6K

Event2026-03-31

Filed2026-04-30

JCI

JOHNSON CTLS INTL PLC

-2.88%

Shares7.9K

Event2026-03-31

Filed2026-04-30

SPY

STATE STREET SPDR S&P 500 ETF TRUST

-17.76%

Shares1.6K

Event2026-03-31

Filed2026-04-30

UPS

UNITED PARCEL SERVICE

1.04%

Shares10.3K

Event2026-03-31

Filed2026-04-30

NFLX

NETFLIX INC

113.89%

Shares10.4K

Event2026-03-31

Filed2026-04-30

NEE

NEXTERA ENERGY INC COM

-4.32%

Shares10.7K

Event2026-03-31

Filed2026-04-30

TSM

TAIWAN SEMICONDUCTOR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-30

QCOM

QUALCOMM INC

-7.09%

Shares7.3K

Event2026-03-31

Filed2026-04-30

CMCSA

COMCAST CORP NEW CL A

6.64%

Shares32.8K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-30

FDX

FEDEX CORPORATION

-9.85%

Shares2.6K

Event2026-03-31

Filed2026-04-30

GENERAL DYNAMICS CORP

-3.10%

Shares2.7K

Event2026-03-31

Filed2026-04-30

PFE

PFIZER INC

-3.46%

Shares32.4K

Event2026-03-31

Filed2026-04-30

BLACKROCK INC

-26.26%

Shares921

Event2026-03-31

Filed2026-04-30

TJX

TJX COMPANIES, INC.

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC COM

-18.72%

Shares4.0K

Event2026-03-31

Filed2026-04-30

DLR

DIGITAL REALTY TRUST INC REIT

-6.31%

Shares4.8K

Event2026-03-31

Filed2026-04-30

BSV

VANGUARD BD INDEX FDS

-4.37%

Shares10.9K

Event2026-03-31

Filed2026-04-30

UNP

UNION PACIFIC CORP

-22.72%

Shares3.4K

Event2026-03-31

Filed2026-04-30

NVS

NOVARTIS AG ADR

-18.30%

Shares5.4K

Event2026-03-31

Filed2026-04-30

MORGAN STANLEY

-1.88%

Shares4.7K

Event2026-03-31

Filed2026-04-30

TPR

TAPESTRY INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-30

IJK

ISHARES S&P MIDCAP 400

8.25%

Shares7.5K

Event2026-03-31

Filed2026-04-30

EXC

EXELON CORPORATION

1.51%

Shares15.4K

Event2026-03-31

Filed2026-04-30

CARR

CARRIER GLOBAL CORP

1.35%

Shares13.2K

Event2026-03-31

Filed2026-04-30

AFL

AFLAC INC

-12.13%

Shares6.7K

Event2026-03-31

Filed2026-04-30

ALL

THE ALLSTATE CORPORATION

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FD ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-30

LQD

ISHARES TR

-19.31%

Shares6.3K

Event2026-03-31

Filed2026-04-30

VOE

VANGUARD MID CAP VALUE INDEX FUND

-20.00%

Shares3.7K

Event2026-03-31

Filed2026-04-30

DHR

DANAHER CORP

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-30

GENERAL ELECTRIC CO

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES S&P 500 INDEX FUND

87.52%

Shares1.0K

Event2026-03-31

Filed2026-04-30

MLM

MARTIN MARIETTA MATERIALS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-30

CTAS

CINTAS CORP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-30