Sponsored

The Analysis of Tufton Capital Management's Holdings & P&L

Currently, Tufton Capital Management holds 127 types of securities in its portfolio with a total value $596.0K. In the most recent quarter, they have increased their positions in N/A (+81.7K shares, valued at $11.2K), N/A (+9.6K shares, valued at $1.3K), MSFT (+1.2K shares, valued at $464.4104767413039); decreased their positions in GLW (-18.1K shares, valued at $4.6K), CAT (-2.2K shares, valued at $2.3K), INTC (-15.5K shares, valued at $2.2K); initiated new positions in N/A (+81.7K shares, valued at $11.2K), N/A (+9.6K shares, valued at $1.3K), DFIC (+8.2K shares, valued at $306).

1M P&L

-3.2M-0.67%

3M P&L

+7.6M+1.63%

HY P&L

+64.5M+15.83%

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

1Internet Content & Information37.0K

7.7%

2Drug Manufacturers - General36.8K

7.7%

3Electronic Components36.7K

7.7%

Top Industries by Stock Count

1N/A21 stocks

20.6%

2Medical Devices4 stocks

3.9%

3Semiconductors4 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLW CORNING INC COM143.7K shares-11.18%2026-06-302026-07-27

GOOG ALPHABET INC CAP STK CL C82.6K shares-2.65%2026-06-302026-07-27

MSFT MICROSOFT CORP COM72.6K shares1.74%2026-06-302026-07-27

AAPL APPLE INC COM93.4K shares-2.21%2026-06-302026-07-27

CAT CATERPILLAR INC COM21.8K shares-9.00%2026-06-302026-07-27

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM69.8K shares-1.92%2026-06-302026-07-27

TJX TJX COS INC NEW COM116.8K shares-2.24%2026-06-302026-07-27

AMZN AMAZON COM INC COM66.9K shares-2.22%2026-06-302026-07-27

Sponsored

JNJ JOHNSON & JOHNSON COM53.5K shares-1.36%2026-06-302026-07-27

ABBVIE INC COM ABBVIE INC COM53.5K shares-1.21%2026-06-302026-07-27

RTX CORPORATION COM RTX CORPORATION COM69.2K shares-0.93%2026-06-302026-07-27

BAC BANK AMERICA CORP COM223.3K shares-1.37%2026-06-302026-07-27

MRK MERCK & CO INC COM98.3K shares-0.87%2026-06-302026-07-27

QCOM QUALCOMM INC COM63.3K shares-5.99%2026-06-302026-07-27

TSM TAIWAN SEMICONDUCTOR MANUFACT23.8K shares-5.87%2026-06-302026-07-27

CHUBB LTD SWITZ COM CHUBB LTD SWITZ COM33.0K shares-1.11%2026-06-302026-07-27

Sponsored

EXXONMOBIL HLDGS CORP COM SHS EXXONMOBIL HLDGS CORP COM SHS81.7K sharesnew addition2026-06-302026-07-27

ADP AUTOMATIC DATA PROCESSING INC49.6K shares-1.07%2026-06-302026-07-27

NSC NORFOLK SOUTHN CORP COM32.9K shares-1.27%2026-06-302026-07-27

CVX CHEVRON CORPORATION COM62.0K shares-5.65%2026-06-302026-07-27

EMR EMERSON ELEC CO COM70.6K shares-1.18%2026-06-302026-07-27

WFC WELLS FARGO & CO COM116.0K shares-1.41%2026-06-302026-07-27

LMT LOCKHEED MARTIN CORP COM18.2K shares-0.96%2026-06-302026-07-27

PG PROCTER & GAMBLE CO COM62.4K shares-0.93%2026-06-302026-07-27

Sponsored

NXP SEMICONDUCTORS N V COM NXP SEMICONDUCTORS N V COM31.6K shares-3.76%2026-06-302026-07-27

TGT TARGET CORP COM63.7K shares-1.06%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS C26.4K shares0.56%2026-06-302026-07-27

GOOGL ALPHABET INC CAP STK CL A20.5K shares-3.61%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC COM39.6K shares-0.22%2026-06-302026-07-27

DLR DIGITAL RLTY TR INC COM38.7K shares-2.28%2026-06-302026-07-27

LLY ELI LILLY & CO COM5.7K shares-1.50%2026-06-302026-07-27

CARR CARRIER GLOBAL CORPORATION COM88.6K shares-1.66%2026-06-302026-07-27

Sponsored

ABT ABBOTT LABORATORIES COM68.3K shares3.72%2026-06-302026-07-27

MDLZ MONDELEZ INTL INC CL A101.4K shares-1.48%2026-06-302026-07-27

INTC INTEL CORP COM41.7K shares-27.11%2026-06-302026-07-27

ISHARES TR CORE S&P500 ETF ISHARES TR CORE S&P500 ETF7.4K shares-0.71%2026-06-302026-07-27

DUK DUKE ENERGY CORP NEW COM NEW42.4K shares0.25%2026-06-302026-07-27

DHR DANAHER CORP DEL COM27.1K shares-2.57%2026-06-302026-07-27

UPS UNITED PARCEL SVCS INC CL B47.8K shares-0.97%2026-06-302026-07-27

3M CO COM 3M CO COM30.1K shares0.04%2026-06-302026-07-27

Sponsored

KO COCA COLA CO COM59.8K shares0.12%2026-06-302026-07-27

MEDTRONIC PLC SHS MEDTRONIC PLC SHS61.7K shares-3.90%2026-06-302026-07-27

DIA STATE STR SPDR DOW JONES INDL8.3K shares-1.23%2026-06-302026-07-27

CISCO SYS INC COM CISCO SYS INC COM35.8K shares-0.28%2026-06-302026-07-27

PEP PEPSICO INC COM29.1K shares-1.47%2026-06-302026-07-27

BMY BRISTOL-MYERS SQUIBB CO COM64.3K shares-0.09%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL CL7.4K shares0.00%2026-06-302026-07-27

CCI CROWN CASTLE INC COM48.2K shares-5.43%2026-06-302026-07-27

Sponsored

COF CAPITAL ONE FINL CORP COM17.8K shares-1.11%2026-06-302026-07-27

DIS DISNEY WALT CO COM36.2K shares-11.57%2026-06-302026-07-27

VZ VERIZON COMMUNICATIONS INC COM80.7K shares-1.27%2026-06-302026-07-27

ZOETIS INC CL A ZOETIS INC CL A43.7K shares-2.99%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF TR STATE STR SPDR S&P 500 ETF TR4.2K shares-2.12%2026-06-302026-07-27

CPK CHESAPEAKE UTILS CORP COM25.4K shares-26.82%2026-06-302026-07-27

EPD ENTERPRISE PRODS PARTNERS L P82.2K shares-0.69%2026-06-302026-07-27

Q QNITY ELECTRONICS INC COMMON S14.7K shares-4.01%2026-06-302026-07-27

Sponsored

PNC PNC FINL SVCS GROUP INC COM9.1K shares-1.89%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION C COSTCO WHOLESALE CORPORATION C2.3K shares0.44%2026-06-302026-07-27

CL COLGATE PALMOLIVE CO COM22.9K shares-0.87%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS VAN F26.8K shares22.01%2026-06-302026-07-27

ISHARES TR CORE MSCI EAFE ISHARES TR CORE MSCI EAFE19.1K shares-2.20%2026-06-302026-07-27

NKE NIKE INC CL B41.5K shares-39.75%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX FDS27.5K shares19.23%2026-06-302026-07-27

DE DEERE & CO COM2.6K shares0.00%2026-06-302026-07-27

Sponsored

SDY SPDR SERIES TRUST STATE STREET10.7K shares-5.76%2026-06-302026-07-27

AXP AMERICAN EXPRESS CO COM4.4K shares0.00%2026-06-302026-07-27

IJH ISHARES TR CORE S&P MCP ETF17.9K shares-1.88%2026-06-302026-07-27

NVIDIA CORPORATION COM NVIDIA CORPORATION COM6.7K shares-1.19%2026-06-302026-07-27

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM9.6K sharesnew addition2026-06-302026-07-27

MKC MCCORMICK & CO INC COM NON VTG25.7K shares-11.50%2026-06-302026-07-27

ARM ARM HOLDINGS PLC SPONSORED ADS3.6K shares-9.88%2026-06-302026-07-27

META PLATFORMS INC CL A META PLATFORMS INC CL A2.2K shares-3.37%2026-06-302026-07-27

Sponsored

IJR ISHARES TR CORE S&P SCP ETF8.0K shares-1.70%2026-06-302026-07-27

SYY SYSCO CORP COM13.7K shares-2.86%2026-06-302026-07-27

OTIS OTIS WORLDWIDE CORP COM14.2K shares-2.67%2026-06-302026-07-27

IEMG ISHARES INC CORE MSCI EMKT11.8K shares-1.26%2026-06-302026-07-27

CMG CHIPOTLE MEXICAN GRILL INC COM28.5K shares-0.19%2026-06-302026-07-27

SLB SLB LIMITED COM STK20.1K shares0.00%2026-06-302026-07-27

V VISA INC COM CL A2.7K shares-3.22%2026-06-302026-07-27

GE GE AEROSPACE COM NEW2.5K shares1.03%2026-06-302026-07-27

Sponsored

IGM ISHARES TR EXPND TEC SC ETF5.6K shares0.00%2026-06-302026-07-27

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM9.4K shares0.08%2026-06-302026-07-27

WMT WALMART INC COM6.8K shares0.15%2026-06-302026-07-27

GEV GE VERNOVA INC COM631 shares1.28%2026-06-302026-07-27

TROW PRICE T ROWE GROUP INC COM6.4K shares-5.22%2026-06-302026-07-27

VOO VANGUARD INDEX FDS S&P 500 ETF1.0K shares28.64%2026-06-302026-07-27

MO ALTRIA GROUP INC COM9.3K shares1.38%2026-06-302026-07-27

UNP UNION PAC CORP COM2.4K shares1.09%2026-06-302026-07-27

Sponsored

LOW LOWES COS INC COM2.9K shares0.10%2026-06-302026-07-27

ETN EATON CORP PLC SHS1.3K shares0.00%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR STATE ST2.9K shares0.00%2026-06-302026-07-27

DFAC DIMENSIONAL ETF TRUST US CORE12.4K shares22.56%2026-06-302026-07-27

OXY OCCIDENTAL PETE CORP COM11.1K shares0.00%2026-06-302026-07-27

CSX CSX CORP COM11.1K shares0.00%2026-06-302026-07-27

PINS PINTEREST INC CL A24.2K shares-4.27%2026-06-302026-07-27

NETFLIX INC. COM NETFLIX INC. COM7.0K shares0.00%2026-06-302026-07-27

Sponsored

HD HOME DEPOT INC COM1.4K shares0.74%2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC COM475 shares0.00%2026-06-302026-07-27

QQQ INVESCO QQQ TR UNIT SER 1649 shares5.70%2026-06-302026-07-27

INTUITIVE SURGICAL INC COM NEW INTUITIVE SURGICAL INC COM NEW1.1K shares0.89%2026-06-302026-07-27

APD AIR PRODUCTS AND CHEMICALS INC1.5K shares0.00%2026-06-302026-07-27

DOW DOW HLDGS INC COM16.2K shares0.00%2026-06-302026-07-27

MTUM ISHARES TR MSCI USA MMENTM1.1K shares25.47%2026-06-302026-07-27

BSX BOSTON SCIENTIFIC CO8.7K shares-3.86%2026-06-302026-07-27

Sponsored

BA BOEING CO COM1.7K shares5.30%2026-06-302026-07-27

DFUV DIMENSIONAL ETF TRUST US MKTWI6.1K shares29.83%2026-06-302026-07-27

DUHP DIMENSIONAL ETF TRUST US HIGH7.8K shares14.86%2026-06-302026-07-27

MCD MCDONALDS CORP COM1.2K shares0.00%2026-06-302026-07-27

DFIC DIMENSIONAL ETF TRUST INTL COR8.2K sharesnew addition2026-06-302026-07-27

SYK STRYKER CORPORATION COM955 shares0.00%2026-06-302026-07-27

VEU VANGUARD INTL EQUITY INDEX FDS3.3K shares0.00%2026-06-302026-07-27

BLK BLACKROCK INC COM282 shares-9.62%2026-06-302026-07-27

Sponsored

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM650 sharesnew addition2026-06-302026-07-27

SHEL SHELL PLC SPON ADS3.2K shares2.52%2026-06-302026-07-27

TSLA TESLA INC COM579 shares0.00%2026-06-302026-07-27

FMAO FARMERS & MERCHANTS BANCORP IN7.8K shares0.00%2026-06-302026-07-27

FDX FEDEX CORP COM750 shares-11.24%2026-06-302026-07-27

DFIV DIMENSIONAL ETF TRUST INTERNAT4.3K sharesnew addition2026-06-302026-07-27

AVEM AMERICAN CENTY ETF TR AVANTIS2.4K sharesnew addition2026-06-302026-07-27

BROADCOM INC COM BROADCOM INC COM568 sharesnew addition2026-06-302026-07-27

Sponsored

BF.B BROWN FORMAN CORP CL B8.1K shares-8.25%2026-06-302026-07-27

AMERIPRISE FINL INC COM AMERIPRISE FINL INC COM455 shares0.00%2026-06-302026-07-27

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A405 shares-4.71%2026-06-302026-07-27

GLD SPDR GOLD TR GOLD SHS555 shares0.00%2026-06-302026-07-27

MDB MONGODB INC CL A600 sharesnew addition2026-06-302026-07-27

ELUT ELUTIA INC CL A COM14.6K shares0.00%2026-06-302026-07-27

ECOSPHERE TECHNOLOGIES INC COM ECOSPHERE TECHNOLOGIES INC COM10.5K shares0.00%2026-06-302026-07-27

GLW

CORNING INC COM

-11.18%

Shares143.7K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC CAP STK CL C

-2.65%

Shares82.6K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP COM

1.74%

Shares72.6K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC COM

-2.21%

Shares93.4K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC COM

-9.00%

Shares21.8K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO COM

-1.92%

Shares69.8K

Event2026-06-30

Filed2026-07-27

TJX

TJX COS INC NEW COM

-2.24%

Shares116.8K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC COM

-2.22%

Shares66.9K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON COM

-1.36%

Shares53.5K

Event2026-06-30

Filed2026-07-27

ABBVIE INC COM

-1.21%

Shares53.5K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION COM

-0.93%

Shares69.2K

Event2026-06-30

Filed2026-07-27

BAC

BANK AMERICA CORP COM

-1.37%

Shares223.3K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC COM

-0.87%

Shares98.3K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC COM

-5.99%

Shares63.3K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFACT

-5.87%

Shares23.8K

Event2026-06-30

Filed2026-07-27

CHUBB LTD SWITZ COM

-1.11%

Shares33.0K

Event2026-06-30

Filed2026-07-27

EXXONMOBIL HLDGS CORP COM SHS

New

Shares81.7K

Event2026-06-30

Filed2026-07-27

ADP

AUTOMATIC DATA PROCESSING INC

-1.07%

Shares49.6K

Event2026-06-30

Filed2026-07-27

NSC

NORFOLK SOUTHN CORP COM

-1.27%

Shares32.9K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION COM

-5.65%

Shares62.0K

Event2026-06-30

Filed2026-07-27

EMR

EMERSON ELEC CO COM

-1.18%

Shares70.6K

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO COM

-1.41%

Shares116.0K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP COM

-0.96%

Shares18.2K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO COM

-0.93%

Shares62.4K

Event2026-06-30

Filed2026-07-27

NXP SEMICONDUCTORS N V COM

-3.76%

Shares31.6K

Event2026-06-30

Filed2026-07-27

TGT

TARGET CORP COM

-1.06%

Shares63.7K

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS C

0.56%

Shares26.4K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC CAP STK CL A

-3.61%

Shares20.5K

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC COM

-0.22%

Shares39.6K

Event2026-06-30

Filed2026-07-27

DLR

DIGITAL RLTY TR INC COM

-2.28%

Shares38.7K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO COM

-1.50%

Shares5.7K

Event2026-06-30

Filed2026-07-27

CARR

CARRIER GLOBAL CORPORATION COM

-1.66%

Shares88.6K

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES COM

3.72%

Shares68.3K

Event2026-06-30

Filed2026-07-27

MDLZ

MONDELEZ INTL INC CL A

-1.48%

Shares101.4K

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP COM

-27.11%

Shares41.7K

Event2026-06-30

Filed2026-07-27

ISHARES TR CORE S&P500 ETF

-0.71%

Shares7.4K

Event2026-06-30

Filed2026-07-27

DUK

DUKE ENERGY CORP NEW COM NEW

0.25%

Shares42.4K

Event2026-06-30

Filed2026-07-27

DHR

DANAHER CORP DEL COM

-2.57%

Shares27.1K

Event2026-06-30

Filed2026-07-27

UPS

UNITED PARCEL SVCS INC CL B

-0.97%

Shares47.8K

Event2026-06-30

Filed2026-07-27

3M CO COM

0.04%

Shares30.1K

Event2026-06-30

Filed2026-07-27

COCA COLA CO COM

0.12%

Shares59.8K

Event2026-06-30

Filed2026-07-27

MEDTRONIC PLC SHS

-3.90%

Shares61.7K

Event2026-06-30

Filed2026-07-27

DIA

STATE STR SPDR DOW JONES INDL

-1.23%

Shares8.3K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC COM

-0.28%

Shares35.8K

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC COM

-1.47%

Shares29.1K

Event2026-06-30

Filed2026-07-27

BMY

BRISTOL-MYERS SQUIBB CO COM

-0.09%

Shares64.3K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL CL

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-27

CCI

CROWN CASTLE INC COM

-5.43%

Shares48.2K

Event2026-06-30

Filed2026-07-27

COF

CAPITAL ONE FINL CORP COM

-1.11%

Shares17.8K

Event2026-06-30

Filed2026-07-27

DIS

DISNEY WALT CO COM

-11.57%

Shares36.2K

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC COM

-1.27%

Shares80.7K

Event2026-06-30

Filed2026-07-27

ZOETIS INC CL A

-2.99%

Shares43.7K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF TR

-2.12%

Shares4.2K

Event2026-06-30

Filed2026-07-27

CPK

CHESAPEAKE UTILS CORP COM

-26.82%

Shares25.4K

Event2026-06-30

Filed2026-07-27

EPD

ENTERPRISE PRODS PARTNERS L P

-0.69%

Shares82.2K

Event2026-06-30

Filed2026-07-27

QNITY ELECTRONICS INC COMMON S

-4.01%

Shares14.7K

Event2026-06-30

Filed2026-07-27

PNC

PNC FINL SVCS GROUP INC COM

-1.89%

Shares9.1K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION C

0.44%

Shares2.3K

Event2026-06-30

Filed2026-07-27

COLGATE PALMOLIVE CO COM

-0.87%

Shares22.9K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS VAN F

22.01%

Shares26.8K

Event2026-06-30

Filed2026-07-27

ISHARES TR CORE MSCI EAFE

-2.20%

Shares19.1K

Event2026-06-30

Filed2026-07-27

NKE

NIKE INC CL B

-39.75%

Shares41.5K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX FDS

19.23%

Shares27.5K

Event2026-06-30

Filed2026-07-27

DEERE & CO COM

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-27

SDY

SPDR SERIES TRUST STATE STREET

-5.76%

Shares10.7K

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO COM

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR CORE S&P MCP ETF

-1.88%

Shares17.9K

Event2026-06-30

Filed2026-07-27

NVIDIA CORPORATION COM

-1.19%

Shares6.7K

Event2026-06-30

Filed2026-07-27

DUPONT DE NEMOURS INC COM

New

Shares9.6K

Event2026-06-30

Filed2026-07-27

MKC

MCCORMICK & CO INC COM NON VTG

-11.50%

Shares25.7K

Event2026-06-30

Filed2026-07-27

ARM

ARM HOLDINGS PLC SPONSORED ADS

-9.88%

Shares3.6K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC CL A

-3.37%

Shares2.2K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR CORE S&P SCP ETF

-1.70%

Shares8.0K

Event2026-06-30

Filed2026-07-27

SYY

SYSCO CORP COM

-2.86%

Shares13.7K

Event2026-06-30

Filed2026-07-27

OTIS

OTIS WORLDWIDE CORP COM

-2.67%

Shares14.2K

Event2026-06-30

Filed2026-07-27

IEMG

ISHARES INC CORE MSCI EMKT

-1.26%

Shares11.8K

Event2026-06-30

Filed2026-07-27

CMG

CHIPOTLE MEXICAN GRILL INC COM

-0.19%

Shares28.5K

Event2026-06-30

Filed2026-07-27

SLB

SLB LIMITED COM STK

0.00%

Shares20.1K

Event2026-06-30

Filed2026-07-27

VISA INC COM CL A

-3.22%

Shares2.7K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE COM NEW

1.03%

Shares2.5K

Event2026-06-30

Filed2026-07-27

IGM

ISHARES TR EXPND TEC SC ETF

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC COM

0.08%

Shares9.4K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC COM

0.15%

Shares6.8K

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC COM

1.28%

Shares631

Event2026-06-30

Filed2026-07-27

TROW

PRICE T ROWE GROUP INC COM

-5.22%

Shares6.4K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS S&P 500 ETF

28.64%

Shares1.0K

Event2026-06-30

Filed2026-07-27

ALTRIA GROUP INC COM

1.38%

Shares9.3K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP COM

1.09%

Shares2.4K

Event2026-06-30

Filed2026-07-27

LOW

LOWES COS INC COM

0.10%

Shares2.9K

Event2026-06-30

Filed2026-07-27

ETN

EATON CORP PLC SHS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR STATE ST

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-27

DFAC

DIMENSIONAL ETF TRUST US CORE

22.56%

Shares12.4K

Event2026-06-30

Filed2026-07-27

OXY

OCCIDENTAL PETE CORP COM

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-27

CSX

CSX CORP COM

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-27

PINS

PINTEREST INC CL A

-4.27%

Shares24.2K

Event2026-06-30

Filed2026-07-27

NETFLIX INC. COM

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC COM

0.74%

Shares1.4K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC COM

0.00%

Shares475

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR UNIT SER 1

5.70%

Shares649

Event2026-06-30

Filed2026-07-27

INTUITIVE SURGICAL INC COM NEW

0.89%

Shares1.1K

Event2026-06-30

Filed2026-07-27

APD

AIR PRODUCTS AND CHEMICALS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

DOW

DOW HLDGS INC COM

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-27

MTUM

ISHARES TR MSCI USA MMENTM

25.47%

Shares1.1K

Event2026-06-30

Filed2026-07-27

BSX

BOSTON SCIENTIFIC CO

-3.86%

Shares8.7K

Event2026-06-30

Filed2026-07-27

BOEING CO COM

5.30%

Shares1.7K

Event2026-06-30

Filed2026-07-27

DFUV

DIMENSIONAL ETF TRUST US MKTWI

29.83%

Shares6.1K

Event2026-06-30

Filed2026-07-27

DUHP

DIMENSIONAL ETF TRUST US HIGH

14.86%

Shares7.8K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

DFIC

DIMENSIONAL ETF TRUST INTL COR

New

Shares8.2K

Event2026-06-30

Filed2026-07-27

SYK

STRYKER CORPORATION COM

0.00%

Shares955

Event2026-06-30

Filed2026-07-27

VEU

VANGUARD INTL EQUITY INDEX FDS

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-27

BLK

BLACKROCK INC COM

-9.62%

Shares282

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC COM

New

Shares650

Event2026-06-30

Filed2026-07-27

SHEL

SHELL PLC SPON ADS

2.52%

Shares3.2K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC COM

0.00%

Shares579

Event2026-06-30

Filed2026-07-27

FMAO

FARMERS & MERCHANTS BANCORP IN

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-27

FDX

FEDEX CORP COM

-11.24%

Shares750

Event2026-06-30

Filed2026-07-27

DFIV

DIMENSIONAL ETF TRUST INTERNAT

New

Shares4.3K

Event2026-06-30

Filed2026-07-27

AVEM

AMERICAN CENTY ETF TR AVANTIS

New

Shares2.4K

Event2026-06-30

Filed2026-07-27

BROADCOM INC COM

New

Shares568

Event2026-06-30

Filed2026-07-27

BF.B

BROWN FORMAN CORP CL B

-8.25%

Shares8.1K

Event2026-06-30

Filed2026-07-27

AMERIPRISE FINL INC COM

0.00%

Shares455

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED CL A

-4.71%

Shares405

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR GOLD SHS

0.00%

Shares555

Event2026-06-30

Filed2026-07-27

MDB

MONGODB INC CL A

New

Shares600

Event2026-06-30

Filed2026-07-27

ELUT

ELUTIA INC CL A COM

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-27

ECOSPHERE TECHNOLOGIES INC COM

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available