Sponsored

The Analysis of TMB Capital Partners, LLC's Holdings & P&L

Currently, TMB Capital Partners, LLC holds 176 types of securities in its portfolio with a total value $297.3M. In the most recent quarter, they have increased their positions in NXRT (+344.7K shares, valued at $8.6M), AVB (+5.5K shares, valued at $891.8K), UNH (+3.3K shares, valued at $891.6K); decreased their positions in ARE (-339.5K shares, valued at $15.8M), TPL (-3.0K shares, valued at $1.4M), N/A (-13.6K shares, valued at $1.2M); initiated new positions in NXRT (+344.7K shares, valued at $8.6M), AVB (+5.5K shares, valued at $891.8K), ZTS (+5.4K shares, valued at $638.1K).

1M P&L

+3.6M+1.33%

3M P&L

+2.9M+1.07%

HY P&L

-1.7M-0.60%

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/A92.4M

35.6%

2Discount Stores17.4M

6.7%

3Oil & Gas E&P11.9M

4.6%

Top Industries by Stock Count

1N/A52 stocks

32.7%

2Drug Manufacturers - General7 stocks

4.4%

3Banks - Regional7 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS37.9K shares3.96%2026-03-312026-05-08

WMT WALMART INC139.9K shares-0.05%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS237.4K shares-2.70%2026-03-312026-05-08

TPL TEXAS PACIFIC LAND CORPORATI22.5K shares-11.82%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F162.8K shares2.29%2026-03-312026-05-08

IJR ISHARES TR69.7K shares-2.71%2026-03-312026-05-08

NXRT NEXPOINT RESIDENTIAL TR INC344.7K sharesnew addition2026-03-312026-05-08

AAPL APPLE INC31.5K shares-0.17%2026-03-312026-05-08

Sponsored

VTV VANGUARD INDEX FDS38.7K shares5.11%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO21.3K shares2.04%2026-03-312026-05-08

BROADCOM INC BROADCOM INC17.9K shares-0.27%2026-03-312026-05-08

SCHM SCHWAB STRATEGIC TR166.2K shares5.27%2026-03-312026-05-08

GNR SPDR INDEX SHS FDS67.6K shares0.19%2026-03-312026-05-08

ARE ALEXANDRIA REAL ESTATE EQ IN106.1K shares-76.18%2026-03-312026-05-08

MSFT MICROSOFT CORP11.7K shares-1.44%2026-03-312026-05-08

MSI MOTOROLA SOLUTIONS INC9.7K shares0.59%2026-03-312026-05-08

Sponsored

ADI ANALOG DEVICES INC12.7K shares1.29%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON16.2K shares0.96%2026-03-312026-05-08

ETR ENTERGY CORP NEW35.1K shares-0.26%2026-03-312026-05-08

IUSB ISHARES TR80.2K shares1.93%2026-03-312026-05-08

SII SPROTT INC25.0K shares-21.84%2026-03-312026-05-08

HD HOME DEPOT INC10.8K shares-2.81%2026-03-312026-05-08

EATON CORP PLC EATON CORP PLC9.4K shares-0.95%2026-03-312026-05-08

WPM WHEATON PRECIOUS METALS CORP25.5K shares0.00%2026-03-312026-05-08

Sponsored

MPC MARATHON PETE CORP13.6K shares1.10%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS34.9K shares4.99%2026-03-312026-05-08

ABBV ABBVIE INC13.5K shares2.87%2026-03-312026-05-08

IVV ISHARES TR3.9K shares-3.47%2026-03-312026-05-08

JCI JOHNSON CONTROLS INTERNATION19.5K shares0.74%2026-03-312026-05-08

XOM EXXON MOBIL CORP14.6K shares-3.66%2026-03-312026-05-08

LOW LOWES COS INC10.5K shares-2.82%2026-03-312026-05-08

CME CME GROUP INC8.3K shares2.02%2026-03-312026-05-08

Sponsored

AMZN AMAZON COM INC11.6K shares0.64%2026-03-312026-05-08

VUG VANGUARD INDEX FDS5.3K shares26.80%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC45.3K shares7.92%2026-03-312026-05-08

CB CHUBB LTD SWITZ6.9K shares1.46%2026-03-312026-05-08

RF REGIONS FINANCIAL CORP NEW86.2K shares-1.58%2026-03-312026-05-08

SDOG ALPS ETF TR33.2K shares0.11%2026-03-312026-05-08

CVX CHEVRON CORPORATION9.7K shares-1.20%2026-03-312026-05-08

HOMB HOME BANCSHARES INC66.6K shares0.02%2026-03-312026-05-08

Sponsored

O REALTY INCOME CORP29.3K shares1.96%2026-03-312026-05-08

DRI DARDEN RESTAURANTS INC8.9K shares-1.72%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC6.3K shares109.76%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS7.0K shares-0.67%2026-03-312026-05-08

T AT&T INC57.5K shares1.92%2026-03-312026-05-08

SPAB SPDR SERIES TRUST64.8K shares4.09%2026-03-312026-05-08

DVY ISHARES TR10.8K shares0.00%2026-03-312026-05-08

WFC WELLS FARGO & CO20.0K shares4.26%2026-03-312026-05-08

Sponsored

CMI CUMMINS INC2.9K shares2.10%2026-03-312026-05-08

ISRG INTUITIVE SURGICAL INC3.3K shares0.00%2026-03-312026-05-08

CAT CATERPILLAR INC2.1K shares-5.49%2026-03-312026-05-08

NEE NEXTERA ENERGY INC16.3K shares-2.01%2026-03-312026-05-08

OZK BANK OZK LITTLE ROCK ARK32.6K shares-0.76%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T2.3K shares-3.61%2026-03-312026-05-08

UNP UNION PAC CORP6.1K shares0.63%2026-03-312026-05-08

APD AIR PRODUCTS AND CHEMICALS I4.9K shares2.25%2026-03-312026-05-08

Sponsored

BAC BANK AMERICA CORP28.5K shares-0.70%2026-03-312026-05-08

IWM ISHARES TR5.3K shares-9.57%2026-03-312026-05-08

SA SEABRIDGE GOLD INC46.2K shares0.00%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS8.2K shares1.75%2026-03-312026-05-08

USIG ISHARES TR23.3K shares7.72%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.5K shares1.62%2026-03-312026-05-08

SPYD SPDR SERIES TRUST25.7K shares1.97%2026-03-312026-05-08

VGIT VANGUARD SCOTTSDALE FDS19.3K shares26.70%2026-03-312026-05-08

Sponsored

SPMB SPDR SERIES TRUST44.9K shares4.52%2026-03-312026-05-08

EFA ISHARES TR10.0K shares-0.13%2026-03-312026-05-08

SFNC SIMMONS FIRST NATL CORP48.8K shares0.04%2026-03-312026-05-08

ALPS ETF TR ALPS ETF TR17.6K shares-0.36%2026-03-312026-05-08

FIS FIDELITY NATL INFORMATION SV19.7K shares8.41%2026-03-312026-05-08

AVB AVALONBAY CMNTYS INC5.5K sharesnew addition2026-03-312026-05-08

VDE VANGUARD WORLD FD5.0K shares0.56%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS10.9K shares5.24%2026-03-312026-05-08

Sponsored

MUR MURPHY OIL CORP20.5K shares-20.92%2026-03-312026-05-08

VYMI VANGUARD WHITEHALL FDS8.6K shares4.27%2026-03-312026-05-08

ET ENERGY TRANSFER L P42.2K shares0.97%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR1.4K shares10.70%2026-03-312026-05-08

KO COCA COLA CO10.5K shares-4.54%2026-03-312026-05-08

IWD ISHARES TR3.6K shares-8.81%2026-03-312026-05-08

MCD MCDONALDS CORP2.4K shares0.08%2026-03-312026-05-08

PG PROCTER & GAMBLE CO5.1K shares0.08%2026-03-312026-05-08

Sponsored

BNDX VANGUARD CHARLOTTE FDS15.0K shares4.95%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE2.5K shares18.83%2026-03-312026-05-08

MUSA MURPHY USA INC1.4K shares0.00%2026-03-312026-05-08

ORCL ORACLE CORP4.6K shares0.04%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS3.2K shares2.37%2026-03-312026-05-08

VGUS VANGUARD INSTL INDEX FD9.0K shares20.42%2026-03-312026-05-08

MDIV FIRST TR EXCHANGE TRADED FD41.7K shares-0.39%2026-03-312026-05-08

CMCSA COMCAST CORP NEW23.3K shares11.26%2026-03-312026-05-08

Sponsored

CINF CINCINNATI FINL CORP4.2K shares0.05%2026-03-312026-05-08

BBY BEST BUY INC10.1K shares13.11%2026-03-312026-05-08

VBIL VANGUARD INSTL INDEX FD8.5K shares19.51%2026-03-312026-05-08

ZTS ZOETIS INC5.4K sharesnew addition2026-03-312026-05-08

AGG ISHARES TR6.3K shares0.00%2026-03-312026-05-08

TSLA TESLA INC1.7K shares21.32%2026-03-312026-05-08

CSCO CISCO SYS INC8.0K shares-0.31%2026-03-312026-05-08

IJH ISHARES TR8.6K shares-0.44%2026-03-312026-05-08

Sponsored

VGSH VANGUARD SCOTTSDALE FDS9.9K shares25.06%2026-03-312026-05-08

SPHY SPDR SERIES TRUST24.6K shares3.90%2026-03-312026-05-08

PCT PURECYCLE TECHNOLOGIES INC105.3K shares90.49%2026-03-312026-05-08

GLD SPDR GOLD TR1.2K shares-0.88%2026-03-312026-05-08

NKE NIKE INC10.1K shares0.48%2026-03-312026-05-08

IWF ISHARES TR1.2K shares0.00%2026-03-312026-05-08

IWR ISHARES TR5.2K shares0.00%2026-03-312026-05-08

GEV GE VERNOVA INC578 shares21.68%2026-03-312026-05-08

Sponsored

V VISA INC1.6K shares-22.48%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC4.1K shares-1.27%2026-03-312026-05-08

JOBY JOBY AVIATION INC60.0K sharesnew addition2026-03-312026-05-08

FHN FIRST HORIZON CORPORATION21.8K shares-5.95%2026-03-312026-05-08

NVDA NVIDIA CORPORATION2.8K shares-5.16%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP2.2K shares-0.63%2026-03-312026-05-08

MDY STATE STR SPDR S&P MIDCAP 40752 shares0.40%2026-03-312026-05-08

JPST J P MORGAN EXCHANGE TRADED F8.7K shares93.03%2026-03-312026-05-08

Sponsored

INTC INTEL CORP9.9K shares67.19%2026-03-312026-05-08

CNP CENTERPOINT ENERGY INC10.0K shares0.04%2026-03-312026-05-08

IWB ISHARES TR1.2K shares0.00%2026-03-312026-05-08

FTGC FIRST TR EXCHANGE TRAD FD VI14.5K shares10.35%2026-03-312026-05-08

EPD ENTERPRISE PRODS PARTNERS L11.0K shares0.65%2026-03-312026-05-08

VB VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-08

BMY BRISTOL-MYERS SQUIBB CO6.6K shares0.30%2026-03-312026-05-08

IRT INDEPENDENCE RLTY TR INC26.9K shares-68.80%2026-03-312026-05-08

Sponsored

GS GOLDMAN SACHS GROUP INC469 shares4.69%2026-03-312026-05-08

CTGO CONTANGO SILVER & GOLD INC20.4K shares13.41%2026-03-312026-05-08

IDV ISHARES TR9.0K shares0.04%2026-03-312026-05-08

BGR BLACKROCK ENERGY & RES TR22.1K shares-2.53%2026-03-312026-05-08

LLY ELI LILLY & CO412 shares-3.06%2026-03-312026-05-08

COP CONOCOPHILLIPS2.8K shares-0.82%2026-03-312026-05-08

OKE ONEOK INC NEW4.0K shares1.05%2026-03-312026-05-08

BLACKSTONE INC BLACKSTONE INC3.2K shares0.16%2026-03-312026-05-08

Sponsored

WKC WORLD KINECT CORPORATION15.7K shares0.00%2026-03-312026-05-08

AMGN AMGEN INC1.0K shares5.39%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC4.0K shares-77.19%2026-03-312026-05-08

DWX SPDR INDEX SHS FDS7.5K shares0.00%2026-03-312026-05-08

RJF RAYMOND JAMES FINL INC2.3K shares6.63%2026-03-312026-05-08

META META PLATFORMS INC565 shares5.02%2026-03-312026-05-08

TSN TYSON FOODS INC4.9K shares0.00%2026-03-312026-05-08

MO ALTRIA GROUP INC4.7K shares0.06%2026-03-312026-05-08

Sponsored

KRE SPDR SERIES TRUST4.6K shares0.44%2026-03-312026-05-08

TRV TRAVELERS COMPANIES INC1.0K shares-5.72%2026-03-312026-05-08

KMI KINDER MORGAN INC DEL8.8K shares0.27%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC876 shares0.11%2026-03-312026-05-08

PFE PFIZER INC10.5K shares4.38%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC1.7K shares-3.74%2026-03-312026-05-08

CNC CENTENE CORP DEL8.7K shares0.00%2026-03-312026-05-08

HBAN HUNTINGTON BANCSHARES INC17.3K sharesnew addition2026-03-312026-05-08

Sponsored

UEC URANIUM ENERGY CORP20.0K shares100.00%2026-03-312026-05-08

SLB SLB LIMITED5.2K sharesnew addition2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares0.05%2026-03-312026-05-08

NEM NEWMONT CORP2.4K shares-0.93%2026-03-312026-05-08

PBP INVESCO EXCHANGE TRADED FD T12.0K shares7.31%2026-03-312026-05-08

GILD GILEAD SCIENCES INC1.9K shares0.22%2026-03-312026-05-08

TRGP TARGA RES CORP1.0K sharesnew addition2026-03-312026-05-08

PAAS PAN AMERN SILVER CORP4.6K shares-5.12%2026-03-312026-05-08

Sponsored

IVW ISHARES TR2.2K shares-26.03%2026-03-312026-05-08

PEP PEPSICO INC1.5K shares0.13%2026-03-312026-05-08

AZO AUTOZONE INC71 shares-8.97%2026-03-312026-05-08

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.1K shares-0.78%2026-03-312026-05-08

TIP ISHARES TR2.1K shares-4.58%2026-03-312026-05-08

VENTURE GLOBAL INC VENTURE GLOBAL INC15.0K shares0.00%2026-03-312026-05-08

VIPER ENERGY INC VIPER ENERGY INC5.0K sharesnew addition2026-03-312026-05-08

F FORD MTR CO19.5K shares6.63%2026-03-312026-05-08

Sponsored

DELL DELL TECHNOLOGIES INC1.3K sharesnew addition2026-03-312026-05-08

WM WASTE MGMT INC DEL927 shares0.00%2026-03-312026-05-08

HON HONEYWELL INTL INC929 sharesnew addition2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC1.0K shares-8.87%2026-03-312026-05-08

EOI EATON VANCE ENHANCED EQUITY11.1K shares2.05%2026-03-312026-05-08

WY WEYERHAEUSER CO8.4K sharesnew addition2026-03-312026-05-08

UNITI GROUP LLC UNITI GROUP LLC20.5K shares-22.39%2026-03-312026-05-08

NU NU HLDGS LTD11.2K shares0.00%2026-03-312026-05-08

Sponsored

SLI STANDARD LITHIUM LTD46.8K shares-17.60%2026-03-312026-05-08

OTF BLUE OWL TECHNOLOGY FIN CORP11.0K sharesnew addition2026-03-312026-05-08

ETW EATON VANCE TAX-MANAGED GLOB12.4K shares2.15%2026-03-312026-05-08

ABEV AMBEV SA27.5K shares-7.41%2026-03-312026-05-08

RWT REDWOOD TRUST INC11.5K shares0.00%2026-03-312026-05-08

ENIC ENEL CHILE SA12.2K shares0.00%2026-03-312026-05-08

MGF MFS GOVT MKTS INCOME TR10.0K shares0.00%2026-03-312026-05-08

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC16.1K sharesnew addition2026-03-312026-05-08

Sponsored

VANGUARD INDEX FDS

3.96%

Shares37.9K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

-0.05%

Shares139.9K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

-2.70%

Shares237.4K

Event2026-03-31

Filed2026-05-08

TPL

TEXAS PACIFIC LAND CORPORATI

-11.82%

Shares22.5K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

2.29%

Shares162.8K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

-2.71%

Shares69.7K

Event2026-03-31

Filed2026-05-08

NXRT

NEXPOINT RESIDENTIAL TR INC

New

Shares344.7K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-0.17%

Shares31.5K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

5.11%

Shares38.7K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

2.04%

Shares21.3K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

-0.27%

Shares17.9K

Event2026-03-31

Filed2026-05-08

SCHM

SCHWAB STRATEGIC TR

5.27%

Shares166.2K

Event2026-03-31

Filed2026-05-08

GNR

SPDR INDEX SHS FDS

0.19%

Shares67.6K

Event2026-03-31

Filed2026-05-08

ARE

ALEXANDRIA REAL ESTATE EQ IN

-76.18%

Shares106.1K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-1.44%

Shares11.7K

Event2026-03-31

Filed2026-05-08

MSI

MOTOROLA SOLUTIONS INC

0.59%

Shares9.7K

Event2026-03-31

Filed2026-05-08

ADI

ANALOG DEVICES INC

1.29%

Shares12.7K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

0.96%

Shares16.2K

Event2026-03-31

Filed2026-05-08

ETR

ENTERGY CORP NEW

-0.26%

Shares35.1K

Event2026-03-31

Filed2026-05-08

IUSB

ISHARES TR

1.93%

Shares80.2K

Event2026-03-31

Filed2026-05-08

SII

SPROTT INC

-21.84%

Shares25.0K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

-2.81%

Shares10.8K

Event2026-03-31

Filed2026-05-08

EATON CORP PLC

-0.95%

Shares9.4K

Event2026-03-31

Filed2026-05-08

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares25.5K

Event2026-03-31

Filed2026-05-08

MPC

MARATHON PETE CORP

1.10%

Shares13.6K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

4.99%

Shares34.9K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

2.87%

Shares13.5K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

-3.47%

Shares3.9K

Event2026-03-31

Filed2026-05-08

JCI

JOHNSON CONTROLS INTERNATION

0.74%

Shares19.5K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-3.66%

Shares14.6K

Event2026-03-31

Filed2026-05-08

LOW

LOWES COS INC

-2.82%

Shares10.5K

Event2026-03-31

Filed2026-05-08

CME

CME GROUP INC

2.02%

Shares8.3K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

0.64%

Shares11.6K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

26.80%

Shares5.3K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

7.92%

Shares45.3K

Event2026-03-31

Filed2026-05-08

CHUBB LTD SWITZ

1.46%

Shares6.9K

Event2026-03-31

Filed2026-05-08

REGIONS FINANCIAL CORP NEW

-1.58%

Shares86.2K

Event2026-03-31

Filed2026-05-08

SDOG

ALPS ETF TR

0.11%

Shares33.2K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

-1.20%

Shares9.7K

Event2026-03-31

Filed2026-05-08

HOMB

HOME BANCSHARES INC

0.02%

Shares66.6K

Event2026-03-31

Filed2026-05-08

REALTY INCOME CORP

1.96%

Shares29.3K

Event2026-03-31

Filed2026-05-08

DRI

DARDEN RESTAURANTS INC

-1.72%

Shares8.9K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

109.76%

Shares6.3K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

-0.67%

Shares7.0K

Event2026-03-31

Filed2026-05-08

AT&T INC

1.92%

Shares57.5K

Event2026-03-31

Filed2026-05-08

SPAB

SPDR SERIES TRUST

4.09%

Shares64.8K

Event2026-03-31

Filed2026-05-08

DVY

ISHARES TR

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO

4.26%

Shares20.0K

Event2026-03-31

Filed2026-05-08

CMI

CUMMINS INC

2.10%

Shares2.9K

Event2026-03-31

Filed2026-05-08

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

-5.49%

Shares2.1K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

-2.01%

Shares16.3K

Event2026-03-31

Filed2026-05-08

OZK

BANK OZK LITTLE ROCK ARK

-0.76%

Shares32.6K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-3.61%

Shares2.3K

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP

0.63%

Shares6.1K

Event2026-03-31

Filed2026-05-08

APD

AIR PRODUCTS AND CHEMICALS I

2.25%

Shares4.9K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

-0.70%

Shares28.5K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

-9.57%

Shares5.3K

Event2026-03-31

Filed2026-05-08

SEABRIDGE GOLD INC

0.00%

Shares46.2K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

1.75%

Shares8.2K

Event2026-03-31

Filed2026-05-08

USIG

ISHARES TR

7.72%

Shares23.3K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

1.62%

Shares2.5K

Event2026-03-31

Filed2026-05-08

SPYD

SPDR SERIES TRUST

1.97%

Shares25.7K

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD SCOTTSDALE FDS

26.70%

Shares19.3K

Event2026-03-31

Filed2026-05-08

SPMB

SPDR SERIES TRUST

4.52%

Shares44.9K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

-0.13%

Shares10.0K

Event2026-03-31

Filed2026-05-08

SFNC

SIMMONS FIRST NATL CORP

0.04%

Shares48.8K

Event2026-03-31

Filed2026-05-08

ALPS ETF TR

-0.36%

Shares17.6K

Event2026-03-31

Filed2026-05-08

FIS

FIDELITY NATL INFORMATION SV

8.41%

Shares19.7K

Event2026-03-31

Filed2026-05-08

AVB

AVALONBAY CMNTYS INC

New

Shares5.5K

Event2026-03-31

Filed2026-05-08

VDE

VANGUARD WORLD FD

0.56%

Shares5.0K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

5.24%

Shares10.9K

Event2026-03-31

Filed2026-05-08

MUR

MURPHY OIL CORP

-20.92%

Shares20.5K

Event2026-03-31

Filed2026-05-08

VYMI

VANGUARD WHITEHALL FDS

4.27%

Shares8.6K

Event2026-03-31

Filed2026-05-08

ENERGY TRANSFER L P

0.97%

Shares42.2K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

10.70%

Shares1.4K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

-4.54%

Shares10.5K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

-8.81%

Shares3.6K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

0.08%

Shares2.4K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

0.08%

Shares5.1K

Event2026-03-31

Filed2026-05-08

BNDX

VANGUARD CHARLOTTE FDS

4.95%

Shares15.0K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

18.83%

Shares2.5K

Event2026-03-31

Filed2026-05-08

MUSA

MURPHY USA INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

0.04%

Shares4.6K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

2.37%

Shares3.2K

Event2026-03-31

Filed2026-05-08

VGUS

VANGUARD INSTL INDEX FD

20.42%

Shares9.0K

Event2026-03-31

Filed2026-05-08

MDIV

FIRST TR EXCHANGE TRADED FD

-0.39%

Shares41.7K

Event2026-03-31

Filed2026-05-08

CMCSA

COMCAST CORP NEW

11.26%

Shares23.3K

Event2026-03-31

Filed2026-05-08

CINF

CINCINNATI FINL CORP

0.05%

Shares4.2K

Event2026-03-31

Filed2026-05-08

BBY

BEST BUY INC

13.11%

Shares10.1K

Event2026-03-31

Filed2026-05-08

VBIL

VANGUARD INSTL INDEX FD

19.51%

Shares8.5K

Event2026-03-31

Filed2026-05-08

ZTS

ZOETIS INC

New

Shares5.4K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

21.32%

Shares1.7K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

-0.31%

Shares8.0K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

-0.44%

Shares8.6K

Event2026-03-31

Filed2026-05-08

VGSH

VANGUARD SCOTTSDALE FDS

25.06%

Shares9.9K

Event2026-03-31

Filed2026-05-08

SPHY

SPDR SERIES TRUST

3.90%

Shares24.6K

Event2026-03-31

Filed2026-05-08

PCT

PURECYCLE TECHNOLOGIES INC

90.49%

Shares105.3K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

-0.88%

Shares1.2K

Event2026-03-31

Filed2026-05-08

NKE

NIKE INC

0.48%

Shares10.1K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

IWR

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

21.68%

Shares578

Event2026-03-31

Filed2026-05-08

VISA INC

-22.48%

Shares1.6K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

-1.27%

Shares4.1K

Event2026-03-31

Filed2026-05-08

JOBY

JOBY AVIATION INC

New

Shares60.0K

Event2026-03-31

Filed2026-05-08

FHN

FIRST HORIZON CORPORATION

-5.95%

Shares21.8K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-5.16%

Shares2.8K

Event2026-03-31

Filed2026-05-08

LAM RESEARCH CORP

-0.63%

Shares2.2K

Event2026-03-31

Filed2026-05-08

MDY

STATE STR SPDR S&P MIDCAP 40

0.40%

Shares752

Event2026-03-31

Filed2026-05-08

JPST

J P MORGAN EXCHANGE TRADED F

93.03%

Shares8.7K

Event2026-03-31

Filed2026-05-08

INTC

INTEL CORP

67.19%

Shares9.9K

Event2026-03-31

Filed2026-05-08

CNP

CENTERPOINT ENERGY INC

0.04%

Shares10.0K

Event2026-03-31

Filed2026-05-08

IWB

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

FTGC

FIRST TR EXCHANGE TRAD FD VI

10.35%

Shares14.5K

Event2026-03-31

Filed2026-05-08

EPD

ENTERPRISE PRODS PARTNERS L

0.65%

Shares11.0K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

BMY

BRISTOL-MYERS SQUIBB CO

0.30%

Shares6.6K

Event2026-03-31

Filed2026-05-08

IRT

INDEPENDENCE RLTY TR INC

-68.80%

Shares26.9K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

4.69%

Shares469

Event2026-03-31

Filed2026-05-08

CTGO

CONTANGO SILVER & GOLD INC

13.41%

Shares20.4K

Event2026-03-31

Filed2026-05-08

IDV

ISHARES TR

0.04%

Shares9.0K

Event2026-03-31

Filed2026-05-08

BGR

BLACKROCK ENERGY & RES TR

-2.53%

Shares22.1K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-3.06%

Shares412

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS

-0.82%

Shares2.8K

Event2026-03-31

Filed2026-05-08

OKE

ONEOK INC NEW

1.05%

Shares4.0K

Event2026-03-31

Filed2026-05-08

BLACKSTONE INC

0.16%

Shares3.2K

Event2026-03-31

Filed2026-05-08

WKC

WORLD KINECT CORPORATION

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

5.39%

Shares1.0K

Event2026-03-31

Filed2026-05-08

MEDTRONIC PLC

-77.19%

Shares4.0K

Event2026-03-31

Filed2026-05-08

DWX

SPDR INDEX SHS FDS

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-08

RJF

RAYMOND JAMES FINL INC

6.63%

Shares2.3K

Event2026-03-31

Filed2026-05-08