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The Analysis of TOWER BRIDGE ADVISORS's Holdings & P&L

Currently, TOWER BRIDGE ADVISORS holds 221 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in N/A (+31.2K shares, valued at $18.6M), SCHD (+247.6K shares, valued at $7.6M), VEU (+95.2K shares, valued at $7.2M); decreased their positions in N/A (-26.8K shares, valued at $5.7M), N/A (-1.6K shares, valued at $461.0K), BRO (-6.6K shares, valued at $427.4K); initiated new positions in N/A (+31.2K shares, valued at $18.6M), SCHD (+247.6K shares, valued at $7.6M), VEU (+95.2K shares, valued at $7.2M).

1M P&L

+27.8M+3.37%

3M P&L

+24.0M+2.89%

HY P&L

-4.7M-0.55%

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

1Software - Infrastructure75.2M

9.3%

2N/A60.9M

7.5%

3Drug Manufacturers - General55.5M

6.9%

Top Industries by Stock Count

1N/A50 stocks

25.0%

2Drug Manufacturers - General7 stocks

3.5%

3Utilities - Regulated Electric6 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc.214.1K shares1.69%2026-03-312026-05-12

Alphabet Inc. Class C Alphabet Inc. Class C185.5K shares-0.86%2026-03-312026-05-12

MSFT Microsoft Corporation143.7K shares1.33%2026-03-312026-05-12

Broadcom Inc. Broadcom Inc.133.3K shares-0.43%2026-03-312026-05-12

JPM JPMorgan Chase & Co.125.5K shares1.20%2026-03-312026-05-12

Lam Research Corporation Lam Research Corporation106.9K shares-20.04%2026-03-312026-05-12

ORCL Oracle Corporation148.6K shares0.32%2026-03-312026-05-12

JNJ Johnson & Johnson89.2K shares1.64%2026-03-312026-05-12

Sponsored

MCD McDonald's Corporation65.9K shares1.00%2026-03-312026-05-12

RTX RTX Corporation105.1K shares2.51%2026-03-312026-05-12

Vanguard S&P 500 ETF Vanguard S&P 500 ETF31.2K sharesnew addition2026-03-312026-05-12

V Visa Inc. Class A59.3K shares-0.27%2026-03-312026-05-12

XOM Exxon Mobil Corporation101.5K shares2.65%2026-03-312026-05-12

Alphabet Inc. Class A Alphabet Inc. Class A54.5K shares-0.87%2026-03-312026-05-12

J Jacobs Solutions Inc.120.1K shares1.63%2026-03-312026-05-12

ICE Intercontinental Exchange, Inc.90.3K shares0.75%2026-03-312026-05-12

Sponsored

PEP PepsiCo, Inc.87.4K shares2.87%2026-03-312026-05-12

Eaton Corp. Plc Eaton Corp. Plc37.9K shares1.70%2026-03-312026-05-12

TMO Thermo Fisher Scientific Inc.27.2K shares4.11%2026-03-312026-05-12

CVX Chevron Corporation56.8K shares4.37%2026-03-312026-05-12

SCHW Charles Schwab Corp123.8K shares3.78%2026-03-312026-05-12

AMZN Amazon.com, Inc.55.7K shares9.70%2026-03-312026-05-12

Duke Energy Corporation Duke Energy Corporation88.1K shares12.88%2026-03-312026-05-12

PG Procter & Gamble Company79.5K shares1.20%2026-03-312026-05-12

Sponsored

Accenture Plc Class A Accenture Plc Class A57.6K shares-0.11%2026-03-312026-05-12

IQV IQVIA Holdings Inc66.3K shares0.45%2026-03-312026-05-12

META Meta Platforms Inc Class A19.6K shares-0.32%2026-03-312026-05-12

NVS Novartis AG71.5K shares0.89%2026-03-312026-05-12

LOW Lowe's Companies, Inc.46.2K shares1.86%2026-03-312026-05-12

Aon Plc Class A Aon Plc Class A33.5K shares0.34%2026-03-312026-05-12

KO Coca-Cola Company140.4K shares0.44%2026-03-312026-05-12

TMUS T-Mobile US, Inc.50.3K shares-0.24%2026-03-312026-05-12

Sponsored

TOL Toll Brothers, Inc.75.6K shares-0.40%2026-03-312026-05-12

COST Costco Wholesale Corporation10.1K shares-0.18%2026-03-312026-05-12

NEE NextEra Energy, Inc.102.3K shares2.14%2026-03-312026-05-12

NVDA NVIDIA Corporation52.3K shares8.96%2026-03-312026-05-12

PH Parker-Hannifin Corporation9.8K shares0.29%2026-03-312026-05-12

ABBV AbbVie, Inc.39.3K shares-1.75%2026-03-312026-05-12

WMT Walmart Inc.65.0K shares10.59%2026-03-312026-05-12

MCO Moody's Corporation18.0K shares11.15%2026-03-312026-05-12

Sponsored

HON Honeywell International Inc.34.0K shares6.06%2026-03-312026-05-12

OKE ONEOK, Inc.84.9K shares0.84%2026-03-312026-05-12

SCHD Schwab US Dividend Equity ETF247.6K sharesnew addition2026-03-312026-05-12

LHX L3Harris Technologies Inc21.6K shares-0.23%2026-03-312026-05-12

CME CME Group Inc. Class A25.2K shares1.01%2026-03-312026-05-12

ADI Analog Devices, Inc.23.0K shares6.16%2026-03-312026-05-12

VEU Vanguard FTSE All-World ex-US Index Fund95.2K sharesnew addition2026-03-312026-05-12

DHR Danaher Corporation37.5K shares-5.16%2026-03-312026-05-12

Sponsored

HD Home Depot, Inc.20.5K shares1.39%2026-03-312026-05-12

WM Waste Management, Inc.29.3K shares38.13%2026-03-312026-05-12

UPS United Parcel Service, Inc. Class B66.3K shares125.50%2026-03-312026-05-12

LLY Eli Lilly and Company6.7K shares-0.15%2026-03-312026-05-12

Berkshire Hathaway Inc. Class B Berkshire Hathaway Inc. Class B12.4K shares0.00%2026-03-312026-05-12

WSO Watsco, Inc.16.2K shares2.43%2026-03-312026-05-12

BDX Becton, Dickinson and Company37.3K shares-0.91%2026-03-312026-05-12

SPY SPDR S&P 500 ETF Trust8.9K sharesnew addition2026-03-312026-05-12

Sponsored

VO Vanguard Mid-Cap ETF18.9K sharesnew addition2026-03-312026-05-12

AMGN Amgen Inc.15.2K shares4.23%2026-03-312026-05-12

Linde plc Linde plc10.6K shares6.38%2026-03-312026-05-12

AXP American Express Company17.3K shares3.37%2026-03-312026-05-12

TPL Texas Pacific Land Corporation11.0K shares-1.37%2026-03-312026-05-12

ABT Abbott Laboratories49.9K shares6.43%2026-03-312026-05-12

UNP Union Pacific Corporation21.0K shares0.84%2026-03-312026-05-12

EPD Enterprise Products Partners L.P.129.6K shares-2.26%2026-03-312026-05-12

Sponsored

LEN Lennar Corporation Class A56.0K shares-0.16%2026-03-312026-05-12

CSCO Cisco Systems, Inc.57.3K shares-1.59%2026-03-312026-05-12

Merck & Co., Inc. Merck & Co., Inc.35.3K shares-1.90%2026-03-312026-05-12

LMT Lockheed Martin Corporation6.9K shares0.36%2026-03-312026-05-12

APD Air Products and Chemicals, Inc.14.2K shares0.00%2026-03-312026-05-12

DE Deere & Company7.3K shares-7.61%2026-03-312026-05-12

BRO Brown & Brown, Inc.61.4K shares-9.64%2026-03-312026-05-12

TRV Travelers Companies, Inc.13.6K shares0.18%2026-03-312026-05-12

Sponsored

ENB Enbridge Inc.72.4K shares11.05%2026-03-312026-05-12

BAC Bank of America Corp76.6K shares2.69%2026-03-312026-05-12

SPGI S&P Global, Inc.8.6K shares0.67%2026-03-312026-05-12

MDLZ Mondelez International, Inc. Class A59.5K shares-1.65%2026-03-312026-05-12

AMP Ameriprise Financial, Inc.7.4K shares-0.67%2026-03-312026-05-12

CSX CSX Corporation79.4K shares0.00%2026-03-312026-05-12

WFC Wells Fargo & Company40.9K shares0.00%2026-03-312026-05-12

Medtronic Plc Medtronic Plc37.2K shares-1.67%2026-03-312026-05-12

Sponsored

LDOS Leidos Holdings, Inc.20.2K shares0.70%2026-03-312026-05-12

PNC PNC Financial Services Group, Inc.14.7K shares0.65%2026-03-312026-05-12

CAT Caterpillar Inc.4.0K shares0.00%2026-03-312026-05-12

VIG Vanguard Dividend Appreciation ETF12.4K sharesnew addition2026-03-312026-05-12

Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF13.6K sharesnew addition2026-03-312026-05-12

IBM International Business Machines Corporation10.0K shares-9.06%2026-03-312026-05-12

NSC Norfolk Southern Corporation8.3K shares0.00%2026-03-312026-05-12

SPG Simon Property Group, Inc.12.7K shares0.40%2026-03-312026-05-12

Sponsored

SCHM Schwab U.S. Mid-Cap ETF70.2K sharesnew addition2026-03-312026-05-12

IVV iShares Core S&P 500 ETF3.3K sharesnew addition2026-03-312026-05-12

VB Vanguard Small-Cap ETF7.7K sharesnew addition2026-03-312026-05-12

CL Colgate-Palmolive Company22.5K shares-1.47%2026-03-312026-05-12

QCOM QUALCOMM Incorporated14.8K shares-0.71%2026-03-312026-05-12

PM Philip Morris International Inc.11.4K shares3.88%2026-03-312026-05-12

VEA Vanguard FTSE Developed Markets ETF27.1K sharesnew addition2026-03-312026-05-12

AFL Aflac Incorporated15.7K shares0.00%2026-03-312026-05-12

Sponsored

PSX Phillips 669.3K shares-8.37%2026-03-312026-05-12

APH Amphenol Corporation Class A13.2K shares32.03%2026-03-312026-05-12

TT Trane Technologies plc4.0K shares-4.33%2026-03-312026-05-12

SO Southern Company17.1K shares38.08%2026-03-312026-05-12

IWR iShares Russell Midcap ETF16.6K sharesnew addition2026-03-312026-05-12

BMY Bristol-Myers Squibb Company26.4K shares-0.75%2026-03-312026-05-12

MDY SPDR S&P Midcap 400 ETF Trust2.5K sharesnew addition2026-03-312026-05-12

WAT Waters Corporation4.7K sharesnew addition2026-03-312026-05-12

Sponsored

MPC Marathon Petroleum Corporation5.8K shares0.00%2026-03-312026-05-12

VTI Vanguard Total Stock Market ETF4.3K sharesnew addition2026-03-312026-05-12

CDW CDW Corporation11.2K shares-9.83%2026-03-312026-05-12

FANG Diamondback Energy, Inc.6.8K shares-3.81%2026-03-312026-05-12

VMC Vulcan Materials Company4.9K shares0.00%2026-03-312026-05-12

Invesco QQQ Trust Series I Invesco QQQ Trust Series I2.3K sharesnew addition2026-03-312026-05-12

NI NiSource Inc28.0K shares6.13%2026-03-312026-05-12

GE Aerospace GE Aerospace4.3K shares-6.57%2026-03-312026-05-12

Sponsored

NFLX Netflix, Inc.12.6K shares-3.08%2026-03-312026-05-12

ALL Allstate Corporation5.8K shares0.00%2026-03-312026-05-12

RJF Raymond James Financial, Inc.8.1K shares0.00%2026-03-312026-05-12

PFE Pfizer Inc.41.1K shares-17.95%2026-03-312026-05-12

ADP Automatic Data Processing, Inc.5.4K shares-1.83%2026-03-312026-05-12

AMAT Applied Materials, Inc.3.1K shares23.83%2026-03-312026-05-12

VWO Vanguard FTSE Emerging Markets ETF19.4K sharesnew addition2026-03-312026-05-12

SCHE Schwab Emerging Markets Equity ETF30.1K sharesnew addition2026-03-312026-05-12

Sponsored

FDX FedEx Corporation2.8K shares-9.78%2026-03-312026-05-12

GEV GE Vernova Inc.1.1K shares-6.33%2026-03-312026-05-12

BlackRock, Inc. BlackRock, Inc.1.0K shares0.00%2026-03-312026-05-12

IWD iShares Russell 1000 Value ETF4.5K sharesnew addition2026-03-312026-05-12

AMTM Amentum Holdings, Inc.35.7K shares4.44%2026-03-312026-05-12

GS Goldman Sachs Group, Inc.1.1K shares-10.20%2026-03-312026-05-12

VONV Vanguard Russell 1000 Value ETF9.6K sharesnew addition2026-03-312026-05-12

EMR Emerson Electric Co.6.8K shares0.00%2026-03-312026-05-12

Sponsored

XBI State Street SPDR S&P Biotech ETF7.0K sharesnew addition2026-03-312026-05-12

WELL Welltower Inc.4.4K shares0.00%2026-03-312026-05-12

BSV Vanguard Short-Term Bond ETF11.2K sharesnew addition2026-03-312026-05-12

NXPI NXP Semiconductors NV4.4K shares-1.36%2026-03-312026-05-12

TIP iShares TIPS Bond ETF7.6K sharesnew addition2026-03-312026-05-12

BSX Boston Scientific Corporation13.3K shares19.37%2026-03-312026-05-12

COP ConocoPhillips6.3K shares0.00%2026-03-312026-05-12

WMB Williams Companies, Inc.10.9K shares118.20%2026-03-312026-05-12

Sponsored

PLD Prologis, Inc.5.7K shares9.62%2026-03-312026-05-12

QUAL iShares MSCI USA Quality Factor ETF3.9K sharesnew addition2026-03-312026-05-12

GLDM SPDR Gold MiniShares8.0K sharesnew addition2026-03-312026-05-12

Cigna Group Cigna Group2.7K shares0.00%2026-03-312026-05-12

IWY iShares Russell Top 200 Growth ETF2.9K sharesnew addition2026-03-312026-05-12

CM Canadian Imperial Bank of Commerce7.6K shares0.00%2026-03-312026-05-12

BRK.A Berkshire Hathaway Inc. Class A1 shares0.00%2026-03-312026-05-12

VV Vanguard Large-Cap ETF2.4K sharesnew addition2026-03-312026-05-12

Sponsored

VZ Verizon Communications Inc.13.7K shares-13.39%2026-03-312026-05-12

DIS Walt Disney Company6.9K shares-18.76%2026-03-312026-05-12

AEP American Electric Power Company, Inc.5.0K shares0.00%2026-03-312026-05-12

MRP Millrose Properties Inc Class A23.2K shares1.60%2026-03-312026-05-12

Unilever PLC Sponsored ADR Unilever PLC Sponsored ADR11.0K shares-20.55%2026-03-312026-05-12

IJH iShares Core S&P Mid-Cap ETF9.2K sharesnew addition2026-03-312026-05-12

UNH UnitedHealth Group Incorporated2.3K shares0.98%2026-03-312026-05-12

AEM Agnico Eagle Mines Limited3.0K shares20.00%2026-03-312026-05-12

Sponsored

T AT&T Inc20.6K shares-5.94%2026-03-312026-05-12

GLD SPDR Gold Shares1.4K sharesnew addition2026-03-312026-05-12

CARR Carrier Global Corp.10.4K shares-10.19%2026-03-312026-05-12

SCHG Schwab U.S. Large-Cap Growth ETF19.7K sharesnew addition2026-03-312026-05-12

CCS Century Communities, Inc.10.0K sharesnew addition2026-03-312026-05-12

PRU Prudential Financial, Inc.5.8K shares-21.76%2026-03-312026-05-12

HSY Hershey Company2.7K shares0.00%2026-03-312026-05-12

AGI Alamos Gold Inc.12.5K shares25.00%2026-03-312026-05-12

Sponsored

PFF iShares Preferred & Income Securities ETF17.6K sharesnew addition2026-03-312026-05-12

VOT Vanguard Mid-Cap Growth ETF2.1K sharesnew addition2026-03-312026-05-12

MO Altria Group, Inc.7.7K shares-17.90%2026-03-312026-05-12

ITW Illinois Tool Works Inc.1.9K shares-23.87%2026-03-312026-05-12

MTH Meritage Homes Corporation8.0K sharesnew addition2026-03-312026-05-12

DOV Dover Corporation2.4K shares0.00%2026-03-312026-05-12

TD Toronto-Dominion Bank5.1K shares0.00%2026-03-312026-05-12

SMH VanEck Semiconductor ETF1.2K sharesnew addition2026-03-312026-05-12

Sponsored

TFC Truist Financial Corporation10.2K shares30.31%2026-03-312026-05-12

PHYS Sprott Physical Gold Trust Units13.1K shares31.01%2026-03-312026-05-12

IWX iShares Russell Top 200 Value ETF4.9K sharesnew addition2026-03-312026-05-12

MKC McCormick & Company, Incorporated9.0K shares-10.01%2026-03-312026-05-12

SBUX Starbucks Corporation5.0K shares-1.95%2026-03-312026-05-12

ASML ASML Holding NV Sponsored ADR327 shares0.00%2026-03-312026-05-12

USHY iShares Broad USD High Yield Corporate Bond ETF11.4K sharesnew addition2026-03-312026-05-12

GL Globe Life Inc.3.0K shares0.00%2026-03-312026-05-12

Sponsored

INDA iShares MSCI India ETF8.7K sharesnew addition2026-03-312026-05-12

CB Chubb Limited1.2K shares0.00%2026-03-312026-05-12

SCHA Schwab U.S. Small-Cap ETF13.4K sharesnew addition2026-03-312026-05-12

CMCSA Comcast Corporation Class A13.3K shares-2.74%2026-03-312026-05-12

KMB Kimberly-Clark Corporation3.9K shares0.00%2026-03-312026-05-12

VLTO Veralto Corporation4.2K shares-5.85%2026-03-312026-05-12

VOE Vanguard Mid-Cap Value ETF1.9K sharesnew addition2026-03-312026-05-12

QQQM Invesco NASDAQ 100 ETF1.5K sharesnew addition2026-03-312026-05-12

Sponsored

Solstice Advanced Materials, Inc. Solstice Advanced Materials, Inc.4.6K shares-29.22%2026-03-312026-05-12

IJR iShares Core S&P Small Cap ETF2.7K sharesnew addition2026-03-312026-05-12

TSM Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR976 shares34.62%2026-03-312026-05-12

ADBE Adobe Inc.1.3K shares-13.50%2026-03-312026-05-12

UBER Uber Technologies, Inc.4.5K shares0.00%2026-03-312026-05-12

IUSV iShares Core S&P US Value ETF3.0K sharesnew addition2026-03-312026-05-12

IBTI iShares iBonds Dec 2028 Term Treasury ETF13.5K sharesnew addition2026-03-312026-05-12

Blackstone Inc. Blackstone Inc.2.6K shares0.00%2026-03-312026-05-12

Sponsored

IBTH iShares iBonds Dec 2027 Term Treasury ETF13.4K sharesnew addition2026-03-312026-05-12

PPG PPG Industries, Inc.2.8K shares0.00%2026-03-312026-05-12

MMC Marsh & McLennan Companies, Inc.1.7K shares-10.44%2026-03-312026-05-12

VUG Vanguard Growth ETF676 sharesnew addition2026-03-312026-05-12

PPL PPL Corporation7.3K shares0.00%2026-03-312026-05-12

NEA Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest24.6K sharesnew addition2026-03-312026-05-12

STT State Street Corporation2.2K shares-1.14%2026-03-312026-05-12

VBR Vanguard Small Cap Value ETF1.3K sharesnew addition2026-03-312026-05-12

Sponsored

DVY iShares Select Dividend ETF1.8K sharesnew addition2026-03-312026-05-12

MMM 3M Company1.7K shares-22.29%2026-03-312026-05-12

EMA Emera Incorporated4.8K shares0.00%2026-03-312026-05-12

PECO Phillips Edison & Company, Inc.6.3K sharesnew addition2026-03-312026-05-12

QTEC First Trust NASDAQ-100 Technology Sector Index Fund1.1K sharesnew addition2026-03-312026-05-12

EQIX Equinix, Inc.235 sharesnew addition2026-03-312026-05-12

RF Regions Financial Corporation8.8K shares0.00%2026-03-312026-05-12

XLV State Street Health Care Select Sector SPDR ETF1.5K sharesnew addition2026-03-312026-05-12

Sponsored

FCX Freeport-McMoRan, Inc.3.8K sharesnew addition2026-03-312026-05-12

DELL Dell Technologies, Inc. Class C1.4K sharesnew addition2026-03-312026-05-12

D Dominion Energy Inc3.5K shares0.00%2026-03-312026-05-12

WBD Warner Bros. Discovery, Inc. Series A7.9K shares-3.83%2026-03-312026-05-12

SYY Sysco Corporation3.0K sharesnew addition2026-03-312026-05-12

XLK State Street Technology Select Sector SPDR ETF1.6K sharesnew addition2026-03-312026-05-12

BA Boeing Company1.1K shares0.00%2026-03-312026-05-12

IP International Paper Company5.8K shares0.00%2026-03-312026-05-12

Sponsored

SCHB Schwab U.S. Broad Market ETF8.2K sharesnew addition2026-03-312026-05-12

ROP Roper Technologies, Inc.570 shares-50.00%2026-03-312026-05-12

IBTG iShares iBonds Dec 2026 Term Treasury ETF8.8K sharesnew addition2026-03-312026-05-12

ZETA Zeta Global Holdings Corp. Class A11.6K shares-7.94%2026-03-312026-05-12

ARCO Arcos Dorados Holdings, Inc. Class A10.0K shares-9.65%2026-03-312026-05-12

AAPL

Apple Inc.

1.69%

Shares214.1K

Event2026-03-31

Filed2026-05-12

Alphabet Inc. Class C

-0.86%

Shares185.5K

Event2026-03-31

Filed2026-05-12

MSFT

Microsoft Corporation

1.33%

Shares143.7K

Event2026-03-31

Filed2026-05-12

Broadcom Inc.

-0.43%

Shares133.3K

Event2026-03-31

Filed2026-05-12

JPM

JPMorgan Chase & Co.

1.20%

Shares125.5K

Event2026-03-31

Filed2026-05-12

Lam Research Corporation

-20.04%

Shares106.9K

Event2026-03-31

Filed2026-05-12

ORCL

Oracle Corporation

0.32%

Shares148.6K

Event2026-03-31

Filed2026-05-12

JNJ

Johnson & Johnson

1.64%

Shares89.2K

Event2026-03-31

Filed2026-05-12

MCD

McDonald's Corporation

1.00%

Shares65.9K

Event2026-03-31

Filed2026-05-12

RTX

RTX Corporation

2.51%

Shares105.1K

Event2026-03-31

Filed2026-05-12

Vanguard S&P 500 ETF

New

Shares31.2K

Event2026-03-31

Filed2026-05-12

Visa Inc. Class A

-0.27%

Shares59.3K

Event2026-03-31

Filed2026-05-12

XOM

Exxon Mobil Corporation

2.65%

Shares101.5K

Event2026-03-31

Filed2026-05-12

Alphabet Inc. Class A

-0.87%

Shares54.5K

Event2026-03-31

Filed2026-05-12

Jacobs Solutions Inc.

1.63%

Shares120.1K

Event2026-03-31

Filed2026-05-12

ICE

Intercontinental Exchange, Inc.

0.75%

Shares90.3K

Event2026-03-31

Filed2026-05-12

PEP

PepsiCo, Inc.

2.87%

Shares87.4K

Event2026-03-31

Filed2026-05-12

Eaton Corp. Plc

1.70%

Shares37.9K

Event2026-03-31

Filed2026-05-12

TMO

Thermo Fisher Scientific Inc.

4.11%

Shares27.2K

Event2026-03-31

Filed2026-05-12

CVX

Chevron Corporation

4.37%

Shares56.8K

Event2026-03-31

Filed2026-05-12

SCHW

Charles Schwab Corp

3.78%

Shares123.8K

Event2026-03-31

Filed2026-05-12

AMZN

Amazon.com, Inc.

9.70%

Shares55.7K

Event2026-03-31

Filed2026-05-12

Duke Energy Corporation

12.88%

Shares88.1K

Event2026-03-31

Filed2026-05-12

Procter & Gamble Company

1.20%

Shares79.5K

Event2026-03-31

Filed2026-05-12

Accenture Plc Class A

-0.11%

Shares57.6K

Event2026-03-31

Filed2026-05-12

IQV

IQVIA Holdings Inc

0.45%

Shares66.3K

Event2026-03-31

Filed2026-05-12