Sponsored

The Analysis of Van Cleef Asset Management,Inc's Holdings & P&L

Currently, Van Cleef Asset Management,Inc holds 119 types of securities in its portfolio with a total value $981.0M. In the most recent quarter, they have increased their positions in VGT (+4.9K shares, valued at $585.6K), VUG (+2.9K shares, valued at $250.7K), CSX (+4.8K shares, valued at $226.0K); decreased their positions in AAPL (-11.7K shares, valued at $3.4M), PGR (-10.0K shares, valued at $2.2M), GOOG (-5.8K shares, valued at $2.0M); initiated new positions in CSX (+4.8K shares, valued at $226.0K).

1M P&L

+14.0M+1.70%

3M P&L

+50.7M+6.44%

HY P&L

+56.2M+7.19%

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/A207.8M

24.1%

2Insurance - Property & Casualty165.1M

19.1%

3Consumer Electronics117.8M

13.7%

Top Industries by Stock Count

1N/A32 stocks

32.0%

2Drug Manufacturers - General7 stocks

7.0%

3Specialty Industrial Machinery4 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PGR PROGRESSIVE CORP755.9K shares-1.30%2026-06-302026-08-03

AAPL APPLE INC407.2K shares-2.79%2026-06-302026-08-03

VXF VANGUARD INDEX FDS340.9K shares-2.23%2026-06-302026-08-03

GOOGL ALPHABET INC186.8K shares-0.53%2026-06-302026-08-03

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC408.9K shares-2.46%2026-06-302026-08-03

MSFT MICROSOFT CORP121.4K shares-2.12%2026-06-302026-08-03

LAMR LAMAR ADVERTISING CO207.7K shares-1.76%2026-06-302026-08-03

VEU VANGUARD INTL EQUITY INDEX F363.9K shares0.20%2026-06-302026-08-03

Sponsored

GOOG ALPHABET INC77.3K shares-6.94%2026-06-302026-08-03

VWO VANGUARD INTL EQUITY INDEX F431.5K shares-1.60%2026-06-302026-08-03

LIN LINDE PLC47.1K shares-2.32%2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP170.5K shares-0.19%2026-06-302026-08-03

PAYX PAYCHEX INC223.4K shares-1.99%2026-06-302026-08-03

MKC MCCORMICK & CO INC302.4K shares0.53%2026-06-302026-08-03

SYK STRYKER CORPORATION46.7K shares-0.22%2026-06-302026-08-03

AXP AMERICAN EXPRESS CO40.4K shares-1.39%2026-06-302026-08-03

Sponsored

IXC ISHARES TR269.7K shares-4.59%2026-06-302026-08-03

SCHW SCHWAB CHARLES CORP141.9K shares-2.01%2026-06-302026-08-03

VANGUARD INDEX FDS VANGUARD INDEX FDS31.7K shares0.00%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T14.2K shares-0.21%2026-06-302026-08-03

PEP PEPSICO INC78.2K shares-2.02%2026-06-302026-08-03

CMCSA COMCAST CORP NEW403.9K shares-4.13%2026-06-302026-08-03

CHUBB LIMITED CHUBB LIMITED25.5K shares-1.48%2026-06-302026-08-03

VBR VANGUARD INDEX FDS33.7K shares0.21%2026-06-302026-08-03

Sponsored

SCHX SCHWAB STRATEGIC TR264.6K shares1.49%2026-06-302026-08-03

DIS DISNEY WALT CO74.5K shares-1.27%2026-06-302026-08-03

HD HOME DEPOT INC15.0K shares0.00%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL10.2K shares0.88%2026-06-302026-08-03

VT VANGUARD INTL EQUITY INDEX F31.5K shares0.00%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO14.8K shares-0.03%2026-06-302026-08-03

IEZ ISHARES TR171.1K shares-1.49%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON16.8K shares0.27%2026-06-302026-08-03

Sponsored

VEA VANGUARD TAX-MANAGED FDS58.6K shares-11.67%2026-06-302026-08-03

SLB SLB LIMITED89.5K shares-0.34%2026-06-302026-08-03

XLK SELECT SECTOR SPDR TR20.8K shares-14.66%2026-06-302026-08-03

LLY ELI LILLY & CO2.8K shares-0.86%2026-06-302026-08-03

BLK BLACKROCK INC3.3K shares0.57%2026-06-302026-08-03

CISCO SYS INC CISCO SYS INC25.9K shares-0.03%2026-06-302026-08-03

CL COLGATE PALMOLIVE CO32.8K shares0.00%2026-06-302026-08-03

ADP AUTOMATIC DATA PROCESSING IN12.7K shares0.00%2026-06-302026-08-03

Sponsored

CEG CONSTELLATION ENERGY CORP10.9K shares0.13%2026-06-302026-08-03

CVX CHEVRON CORPORATION15.8K shares0.00%2026-06-302026-08-03

IEMG ISHARES INC30.9K shares-5.50%2026-06-302026-08-03

MRK MERCK & CO INC18.9K shares-0.39%2026-06-302026-08-03

IXUS ISHARES TR25.1K shares-2.04%2026-06-302026-08-03

SCHB SCHWAB STRATEGIC TR79.7K shares0.00%2026-06-302026-08-03

QQQ INVESCO QQQ TR2.7K shares2.84%2026-06-302026-08-03

PG PROCTER & GAMBLE CO13.6K shares-0.07%2026-06-302026-08-03

Sponsored

ABBVIE INC ABBVIE INC7.6K shares1.56%2026-06-302026-08-03

VOO VANGUARD INDEX FDS2.6K shares0.15%2026-06-302026-08-03

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.0K shares-0.12%2026-06-302026-08-03

AMZN AMAZON COM INC6.6K shares-0.75%2026-06-302026-08-03

SBUX STARBUCKS CORP14.0K shares0.22%2026-06-302026-08-03

GE GE AEROSPACE3.5K shares-0.17%2026-06-302026-08-03

NVDA NVIDIA CORPORATION6.0K shares-3.97%2026-06-302026-08-03

TSLA TESLA INC2.8K shares-2.68%2026-06-302026-08-03

Sponsored

ADM ARCHER DANIELS MIDLAND CO15.2K shares0.23%2026-06-302026-08-03

XLI SELECT SECTOR SPDR TR6.0K shares0.00%2026-06-302026-08-03

CAT CATERPILLAR INC1.0K shares-2.82%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.2K shares0.00%2026-06-302026-08-03

GEV GE VERNOVA INC919 shares0.00%2026-06-302026-08-03

PFE PFIZER INC44.3K shares0.00%2026-06-302026-08-03

IWM ISHARES TR3.3K shares-4.91%2026-06-302026-08-03

SCHD SCHWAB STRATEGIC TR31.5K shares4.23%2026-06-302026-08-03

Sponsored

BAC BANK OF AMER CORP17.3K shares2.55%2026-06-302026-08-03

DE DEERE & CO1.5K shares0.00%2026-06-302026-08-03

WY WEYERHAEUSER CO37.7K shares0.48%2026-06-302026-08-03

WMT WALMART INC7.9K shares0.00%2026-06-302026-08-03

HSY HERSHEY CO5.0K shares0.45%2026-06-302026-08-03

ISHARES TR ISHARES TR1.1K shares-6.24%2026-06-302026-08-03

XLC SELECT SECTOR SPDR TR7.7K shares-3.13%2026-06-302026-08-03

INTC INTEL CORP5.6K shares0.00%2026-06-302026-08-03

Sponsored

GLD SPDR GOLD TR2.0K shares0.00%2026-06-302026-08-03

PH PARKER-HANNIFIN CORP749 shares0.00%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC1.3K shares-0.62%2026-06-302026-08-03

BSV VANGUARD BD INDEX FDS8.8K shares-4.33%2026-06-302026-08-03

VGT VANGUARD WORLD FD5.6K shares700.00%2026-06-302026-08-03

EPD ENTERPRISE PRODS PARTNERS L17.8K shares0.00%2026-06-302026-08-03

VTV VANGUARD INDEX FDS2.9K shares0.00%2026-06-302026-08-03

GILD GILEAD SCIENCES INC5.0K shares0.04%2026-06-302026-08-03

Sponsored

MCD MCDONALDS CORP2.3K shares4.78%2026-06-302026-08-03

ETN EATON CORP PLC1.4K shares0.00%2026-06-302026-08-03

VLO VALERO ENERGY CORP2.2K shares0.00%2026-06-302026-08-03

BX BLACKSTONE INC4.8K shares0.00%2026-06-302026-08-03

AMGN AMGEN INC1.6K shares0.00%2026-06-302026-08-03

LMT LOCKHEED MARTIN CORP1.1K shares7.37%2026-06-302026-08-03

WFC WELLS FARGO & CO6.7K shares0.01%2026-06-302026-08-03

EXC EXELON CORP11.8K shares0.26%2026-06-302026-08-03

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.00%2026-06-302026-08-03

VHT VANGUARD WORLD FD1.7K shares0.00%2026-06-302026-08-03

KO COCA COLA CO6.1K shares0.00%2026-06-302026-08-03

WASTE MGMT INC DEL WASTE MGMT INC DEL2.2K shares0.00%2026-06-302026-08-03

BMY BRISTOL-MYERS SQUIBB CO8.5K shares-4.96%2026-06-302026-08-03

ABT ABBOTT LABORATORIES5.1K shares0.00%2026-06-302026-08-03

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC601 shares-0.17%2026-06-302026-08-03

IJH ISHARES TR5.5K shares0.00%2026-06-302026-08-03

Sponsored

STT STATE STR CORP2.3K shares0.00%2026-06-302026-08-03

NETFLIX INC. NETFLIX INC.5.2K shares-0.23%2026-06-302026-08-03

MPLX MPLX LP5.8K shares0.00%2026-06-302026-08-03

DUK DUKE ENERGY CORP NEW2.5K shares13.34%2026-06-302026-08-03

SCHK SCHWAB STRATEGIC TR8.9K shares-1.61%2026-06-302026-08-03

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.3.5K shares0.00%2026-06-302026-08-03

SMMD ISHARES TR3.4K shares-12.46%2026-06-302026-08-03

EEM ISHARES TR4.6K shares-6.47%2026-06-302026-08-03

Sponsored

VUG VANGUARD INDEX FDS3.5K shares500.00%2026-06-302026-08-03

ITW ILLINOIS TOOL WKS INC1.1K shares0.00%2026-06-302026-08-03

VSNT VERSANT MEDIA GROUP INC7.8K shares-11.17%2026-06-302026-08-03

NOC NORTHROP GRUMMAN CORP545 shares0.00%2026-06-302026-08-03

IWF ISHARES TR2.2K shares156.35%2026-06-302026-08-03

AMERIPRISE FINL INC AMERIPRISE FINL INC600 shares0.00%2026-06-302026-08-03

TT TRANE TECHNOLOGIES PLC545 shares0.00%2026-06-302026-08-03

WELL WELLTOWER INC1.2K shares0.00%2026-06-302026-08-03

Sponsored

ALLIANCEBERNSTEIN HLDG L P ALLIANCEBERNSTEIN HLDG L P7.5K shares15.33%2026-06-302026-08-03

VYM VANGUARD WHITEHALL FDS1.7K shares0.00%2026-06-302026-08-03

GD GENERAL DYNAMICS CORP729 shares0.00%2026-06-302026-08-03

SHW SHERWIN WILLIAMS CO700 shares0.00%2026-06-302026-08-03

VISA INC VISA INC695 shares-4.79%2026-06-302026-08-03

CSX CSX CORP4.8K sharesnew addition2026-06-302026-08-03

NDSN NORDSON CORP700 shares-9.68%2026-06-302026-08-03

PGR

PROGRESSIVE CORP

-1.30%

Shares755.9K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

-2.79%

Shares407.2K

Event2026-06-30

Filed2026-08-03

VXF

VANGUARD INDEX FDS

-2.23%

Shares340.9K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

-0.53%

Shares186.8K

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC

-2.46%

Shares408.9K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

-2.12%

Shares121.4K

Event2026-06-30

Filed2026-08-03

LAMR

LAMAR ADVERTISING CO

-1.76%

Shares207.7K

Event2026-06-30

Filed2026-08-03

VEU

VANGUARD INTL EQUITY INDEX F

0.20%

Shares363.9K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

-6.94%

Shares77.3K

Event2026-06-30

Filed2026-08-03

VWO

VANGUARD INTL EQUITY INDEX F

-1.60%

Shares431.5K

Event2026-06-30

Filed2026-08-03

LIN

LINDE PLC

-2.32%

Shares47.1K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

-0.19%

Shares170.5K

Event2026-06-30

Filed2026-08-03

PAYX

PAYCHEX INC

-1.99%

Shares223.4K

Event2026-06-30

Filed2026-08-03

MKC

MCCORMICK & CO INC

0.53%

Shares302.4K

Event2026-06-30

Filed2026-08-03

SYK

STRYKER CORPORATION

-0.22%

Shares46.7K

Event2026-06-30

Filed2026-08-03

AXP

AMERICAN EXPRESS CO

-1.39%

Shares40.4K

Event2026-06-30

Filed2026-08-03

IXC

ISHARES TR

-4.59%

Shares269.7K

Event2026-06-30

Filed2026-08-03

SCHW

SCHWAB CHARLES CORP

-2.01%

Shares141.9K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

0.00%

Shares31.7K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

-0.21%

Shares14.2K

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC

-2.02%

Shares78.2K

Event2026-06-30

Filed2026-08-03

CMCSA

COMCAST CORP NEW

-4.13%

Shares403.9K

Event2026-06-30

Filed2026-08-03

CHUBB LIMITED

-1.48%

Shares25.5K

Event2026-06-30

Filed2026-08-03

VBR

VANGUARD INDEX FDS

0.21%

Shares33.7K

Event2026-06-30

Filed2026-08-03

SCHX

SCHWAB STRATEGIC TR

1.49%

Shares264.6K

Event2026-06-30

Filed2026-08-03

DIS

DISNEY WALT CO

-1.27%

Shares74.5K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.88%

Shares10.2K

Event2026-06-30

Filed2026-08-03

VANGUARD INTL EQUITY INDEX F

0.00%

Shares31.5K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

-0.03%

Shares14.8K

Event2026-06-30

Filed2026-08-03

IEZ

ISHARES TR

-1.49%

Shares171.1K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

0.27%

Shares16.8K

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD TAX-MANAGED FDS

-11.67%

Shares58.6K

Event2026-06-30

Filed2026-08-03

SLB

SLB LIMITED

-0.34%

Shares89.5K

Event2026-06-30

Filed2026-08-03

XLK

SELECT SECTOR SPDR TR

-14.66%

Shares20.8K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

-0.86%

Shares2.8K

Event2026-06-30

Filed2026-08-03

BLK

BLACKROCK INC

0.57%

Shares3.3K

Event2026-06-30

Filed2026-08-03

CISCO SYS INC

-0.03%

Shares25.9K

Event2026-06-30

Filed2026-08-03

COLGATE PALMOLIVE CO

0.00%

Shares32.8K

Event2026-06-30

Filed2026-08-03

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares12.7K

Event2026-06-30

Filed2026-08-03

CEG

CONSTELLATION ENERGY CORP

0.13%

Shares10.9K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

0.00%

Shares15.8K

Event2026-06-30

Filed2026-08-03

IEMG

ISHARES INC

-5.50%

Shares30.9K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

-0.39%

Shares18.9K

Event2026-06-30

Filed2026-08-03

IXUS

ISHARES TR

-2.04%

Shares25.1K

Event2026-06-30

Filed2026-08-03

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares79.7K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

2.84%

Shares2.7K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

-0.07%

Shares13.6K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

1.56%

Shares7.6K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

0.15%

Shares2.6K

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC

-0.12%

Shares4.0K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

-0.75%

Shares6.6K

Event2026-06-30

Filed2026-08-03

SBUX

STARBUCKS CORP

0.22%

Shares14.0K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

-0.17%

Shares3.5K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

-3.97%

Shares6.0K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

-2.68%

Shares2.8K

Event2026-06-30

Filed2026-08-03

ADM

ARCHER DANIELS MIDLAND CO

0.23%

Shares15.2K

Event2026-06-30

Filed2026-08-03

XLI

SELECT SECTOR SPDR TR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

-2.82%

Shares1.0K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

0.00%

Shares919

Event2026-06-30

Filed2026-08-03

PFE

PFIZER INC

0.00%

Shares44.3K

Event2026-06-30

Filed2026-08-03

IWM

ISHARES TR

-4.91%

Shares3.3K

Event2026-06-30

Filed2026-08-03

SCHD

SCHWAB STRATEGIC TR

4.23%

Shares31.5K

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMER CORP

2.55%

Shares17.3K

Event2026-06-30

Filed2026-08-03

DEERE & CO

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

WEYERHAEUSER CO

0.48%

Shares37.7K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-03

HSY

HERSHEY CO

0.45%

Shares5.0K

Event2026-06-30

Filed2026-08-03

ISHARES TR

-6.24%

Shares1.1K

Event2026-06-30

Filed2026-08-03

XLC

SELECT SECTOR SPDR TR

-3.13%

Shares7.7K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-03

GLD

SPDR GOLD TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-03

PARKER-HANNIFIN CORP

0.00%

Shares749

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

-0.62%

Shares1.3K

Event2026-06-30

Filed2026-08-03

BSV

VANGUARD BD INDEX FDS

-4.33%

Shares8.8K

Event2026-06-30

Filed2026-08-03

VGT

VANGUARD WORLD FD

700.00%

Shares5.6K

Event2026-06-30

Filed2026-08-03

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares17.8K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-03

GILD

GILEAD SCIENCES INC

0.04%

Shares5.0K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALDS CORP

4.78%

Shares2.3K

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

VLO

VALERO ENERGY CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-03

BLACKSTONE INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-03

AMGN

AMGEN INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

LMT

LOCKHEED MARTIN CORP

7.37%

Shares1.1K

Event2026-06-30

Filed2026-08-03

WFC

WELLS FARGO & CO

0.01%

Shares6.7K

Event2026-06-30

Filed2026-08-03

EXC

EXELON CORP

0.26%

Shares11.8K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-03

VHT

VANGUARD WORLD FD

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

COCA COLA CO

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-03

WASTE MGMT INC DEL

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-03

BMY

BRISTOL-MYERS SQUIBB CO

-4.96%

Shares8.5K

Event2026-06-30

Filed2026-08-03

ABT

ABBOTT LABORATORIES

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-03

CROWDSTRIKE HLDGS INC

-0.17%

Shares601

Event2026-06-30

Filed2026-08-03

IJH

ISHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-03

STT

STATE STR CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-03

NETFLIX INC.

-0.23%

Shares5.2K

Event2026-06-30

Filed2026-08-03

MPLX

MPLX LP

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-03

DUK

DUKE ENERGY CORP NEW

13.34%

Shares2.5K

Event2026-06-30

Filed2026-08-03

SCHK

SCHWAB STRATEGIC TR

-1.61%

Shares8.9K

Event2026-06-30

Filed2026-08-03

MICROCHIP TECHNOLOGY INC.

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-03

SMMD

ISHARES TR

-12.46%

Shares3.4K

Event2026-06-30

Filed2026-08-03

EEM

ISHARES TR

-6.47%

Shares4.6K

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD INDEX FDS

500.00%

Shares3.5K

Event2026-06-30

Filed2026-08-03

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

VSNT

VERSANT MEDIA GROUP INC

-11.17%

Shares7.8K

Event2026-06-30

Filed2026-08-03

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares545

Event2026-06-30

Filed2026-08-03

IWF

ISHARES TR

156.35%

Shares2.2K

Event2026-06-30

Filed2026-08-03

AMERIPRISE FINL INC

0.00%

Shares600

Event2026-06-30

Filed2026-08-03

TRANE TECHNOLOGIES PLC

0.00%

Shares545

Event2026-06-30

Filed2026-08-03

WELL

WELLTOWER INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

ALLIANCEBERNSTEIN HLDG L P

15.33%

Shares7.5K

Event2026-06-30

Filed2026-08-03

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

GENERAL DYNAMICS CORP

0.00%

Shares729

Event2026-06-30

Filed2026-08-03

SHW

SHERWIN WILLIAMS CO

0.00%

Shares700

Event2026-06-30

Filed2026-08-03

VISA INC

-4.79%

Shares695

Event2026-06-30

Filed2026-08-03

CSX

CSX CORP

New

Shares4.8K

Event2026-06-30

Filed2026-08-03

NDSN

NORDSON CORP

-9.68%

Shares700

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available