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The Analysis of Verdence Capital Advisors LLC's Holdings & P&L

Currently, Verdence Capital Advisors LLC holds 638 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in MGNR (+735.8K shares, valued at $38.0M), JAAA (+527.2K shares, valued at $26.6M), QAI (+121.8K shares, valued at $4.2M); decreased their positions in MU (-32.1K shares, valued at $10.9M), VONV (-105.9K shares, valued at $9.9M), KLAC (-3.2K shares, valued at $4.7M); initiated new positions in MGNR (+735.8K shares, valued at $38.0M), N/A (+15.9K shares, valued at $3.1M), NRP (+21.5K shares, valued at $2.6M).

1M P&L

+41.4M+2.28%

3M P&L

+12.2M+0.66%

HY P&L

+152.8M+8.97%

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/A609.7M

39.5%

2Semiconductors64.9M

4.2%

3Consumer Electronics51.4M

3.3%

Top Industries by Stock Count

1N/A154 stocks

26.2%

2Software - Application19 stocks

3.2%

3Banks - Regional18 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST587.8K shares3.44%2026-03-312026-04-30

AAPL APPLE INC202.0K shares-0.13%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T60.8K shares-1.05%2026-03-312026-04-30

FLOT ISHARES TR772.3K shares0.57%2026-03-312026-04-30

JAAA JANUS DETROIT STR TR774.4K shares213.34%2026-03-312026-04-30

MGNR AMERICAN BEACON SELECT FUNDS735.8K sharesnew addition2026-03-312026-04-30

AGG ISHARES TR370.2K shares11.41%2026-03-312026-04-30

MSFT MICROSOFT CORP91.4K shares0.30%2026-03-312026-04-30

Sponsored

VONV VANGUARD SCOTTSDALE FDS272.2K shares-28.00%2026-03-312026-04-30

QAI NEW YORK LIFE INVESTMENTS ET747.3K shares19.48%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO82.9K shares-2.79%2026-03-312026-04-30

EFA ISHARES TR249.6K shares-1.22%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS38.3K shares-3.31%2026-03-312026-04-30

BROADCOM INC BROADCOM INC69.3K shares-9.56%2026-03-312026-04-30

ALPHABET INC ALPHABET INC73.9K shares-8.55%2026-03-312026-04-30

XOM EXXON MOBIL CORP124.2K shares-3.06%2026-03-312026-04-30

Sponsored

AMZN AMAZON COM INC98.9K shares10.95%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC60.1K shares-34.83%2026-03-312026-04-30

EFV ISHARES TR268.7K shares7.76%2026-03-312026-04-30

SCHG SCHWAB STRATEGIC TR656.4K shares-1.08%2026-03-312026-04-30

IWM ISHARES TR70.1K shares-0.86%2026-03-312026-04-30

EEM ISHARES TR304.5K shares9.55%2026-03-312026-04-30

NVDA NVIDIA CORPORATION96.5K shares6.03%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC48.6K shares14.29%2026-03-312026-04-30

Sponsored

IWR ISHARES TR164.5K shares-9.05%2026-03-312026-04-30

AMAT APPLIED MATLS INC44.6K shares-8.58%2026-03-312026-04-30

KLAC KLA CORP10.0K shares-24.01%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION14.2K shares0.55%2026-03-312026-04-30

V VISA INC46.7K shares3.10%2026-03-312026-04-30

META META PLATFORMS INC23.9K shares-2.15%2026-03-312026-04-30

IVV ISHARES TR17.2K shares-3.29%2026-03-312026-04-30

CB CHUBB LTD SWITZ32.4K shares-8.21%2026-03-312026-04-30

Sponsored

ALPHABET INC ALPHABET INC36.7K shares2.02%2026-03-312026-04-30

VUG VANGUARD INDEX FDS23.2K shares0.03%2026-03-312026-04-30

MCK MCKESSON CORP11.0K shares-4.97%2026-03-312026-04-30

CMI CUMMINS INC17.2K shares-7.59%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.6K shares-10.22%2026-03-312026-04-30

EVR EVERCORE INC29.8K shares-10.11%2026-03-312026-04-30

FANG DIAMONDBACK ENERGY INC43.9K shares-14.22%2026-03-312026-04-30

VCSH VANGUARD SCOTTSDALE FDS105.0K shares11.32%2026-03-312026-04-30

Sponsored

LLY ELI LILLY & CO8.9K shares3.05%2026-03-312026-04-30

WPC WP CAREY INC117.4K shares1.06%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON31.9K shares-11.89%2026-03-312026-04-30

CVX CHEVRON CORPORATION37.2K shares4.78%2026-03-312026-04-30

CENCORA INC CENCORA INC24.2K shares-9.88%2026-03-312026-04-30

WRB BERKLEY W R CORP111.7K shares2.01%2026-03-312026-04-30

ORCL ORACLE CORP50.2K shares2.99%2026-03-312026-04-30

VTV VANGUARD INDEX FDS36.9K shares3.93%2026-03-312026-04-30

Sponsored

TSLA TESLA INC19.4K shares-1.23%2026-03-312026-04-30

PG PROCTER & GAMBLE CO47.9K shares2.09%2026-03-312026-04-30

MA MASTERCARD INCORPORATED13.8K shares2.02%2026-03-312026-04-30

URI UNITED RENTALS INC9.2K shares16.71%2026-03-312026-04-30

VNQ VANGUARD INDEX FDS74.8K shares7.22%2026-03-312026-04-30

DG DOLLAR GEN CORP55.3K shares13.29%2026-03-312026-04-30

TTWO TAKE-TWO INTERACTIVE SOFTWAR32.3K shares-7.65%2026-03-312026-04-30

IQV IQVIA HLDGS INC36.5K shares-8.16%2026-03-312026-04-30

Sponsored

GE AEROSPACE GE AEROSPACE21.2K shares4.68%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC48.7K shares4.91%2026-03-312026-04-30

AZO AUTOZONE INC1.7K shares37.18%2026-03-312026-04-30

TRV TRAVELERS COMPANIES INC20.1K shares-10.07%2026-03-312026-04-30

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC52.2K shares-2.44%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS23.7K shares7.57%2026-03-312026-04-30

ABBV ABBVIE INC26.5K shares5.33%2026-03-312026-04-30

HD HOME DEPOT INC17.1K shares-2.13%2026-03-312026-04-30

Sponsored

AXP AMERICAN EXPRESS CO18.5K shares-11.92%2026-03-312026-04-30

ASML ASML HLDG NV4.2K shares-6.21%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS25.6K shares-12.66%2026-03-312026-04-30

BAC BANK AMERICA CORP112.8K shares13.93%2026-03-312026-04-30

CAT CATERPILLAR INC7.7K shares-20.62%2026-03-312026-04-30

USFD US FOODS HLDG CORP58.4K shares-6.04%2026-03-312026-04-30

PR PERMIAN RESOURCES CORP252.4K shares-24.18%2026-03-312026-04-30

PEP PEPSICO INC34.6K shares1.76%2026-03-312026-04-30

Sponsored

RTX RTX CORPORATION27.5K shares-14.76%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC105.4K shares-6.08%2026-03-312026-04-30

ONTO ONTO INNOVATION INC25.5K shares-22.17%2026-03-312026-04-30

SF STIFEL FINL CORP69.2K shares99.88%2026-03-312026-04-30

VO VANGUARD INDEX FDS17.8K shares6.15%2026-03-312026-04-30

PFE PFIZER INC179.6K shares0.02%2026-03-312026-04-30

WD WALKER & DUNLOP INC113.3K shares245.23%2026-03-312026-04-30

AMGN AMGEN INC14.2K shares-11.15%2026-03-312026-04-30

Sponsored

TFC TRUIST FINL CORP107.6K shares0.14%2026-03-312026-04-30

APG API GROUP CORP121.9K shares-9.19%2026-03-312026-04-30

IWF ISHARES TR11.5K shares-5.02%2026-03-312026-04-30

BHRB BURKE HERBERT FINL SVCS CORP78.7K shares18.12%2026-03-312026-04-30

WMT WALMART INC39.4K shares-3.65%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T25.2K shares3.77%2026-03-312026-04-30

MO ALTRIA GROUP INC72.9K shares-1.89%2026-03-312026-04-30

DFUV DIMENSIONAL ETF TRUST98.1K shares0.00%2026-03-312026-04-30

Sponsored

CBRE CBRE GROUP INC35.1K shares-9.98%2026-03-312026-04-30

DFAT DIMENSIONAL ETF TRUST75.6K shares0.00%2026-03-312026-04-30

HYG ISHARES TR59.2K shares5.71%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC9.4K shares11.79%2026-03-312026-04-30

EME EMCOR GROUP INC6.1K shares2.68%2026-03-312026-04-30

DGRO ISHARES TR63.8K shares6.59%2026-03-312026-04-30

CSCO CISCO SYS INC57.3K shares0.25%2026-03-312026-04-30

WFC WELLS FARGO & CO53.7K shares-17.98%2026-03-312026-04-30

Sponsored

VYM VANGUARD WHITEHALL FDS28.3K shares4.03%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC25.1K shares-0.34%2026-03-312026-04-30

RIO RIO TINTO PLC43.9K shares-0.98%2026-03-312026-04-30

ELV ELEVANCE HEALTH INC FORMERLY13.8K shares16.43%2026-03-312026-04-30

CACI CACI INTL INC7.4K shares-21.48%2026-03-312026-04-30

PAYX PAYCHEX INC43.1K shares64.09%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC14.4K shares41.15%2026-03-312026-04-30

NSC NORFOLK SOUTHN CORP13.4K shares-6.05%2026-03-312026-04-30

Sponsored

UPS UNITED PARCEL SVCS INC37.8K shares81.93%2026-03-312026-04-30

VBK VANGUARD INDEX FDS12.3K shares-31.33%2026-03-312026-04-30

LTH LIFE TIME GROUP HOLDINGS INC136.2K shares-10.65%2026-03-312026-04-30

HON HONEYWELL INTL INC16.1K shares-0.17%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR6.2K shares-8.49%2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP10.3K shares0.95%2026-03-312026-04-30

IJH ISHARES TR52.3K shares11.13%2026-03-312026-04-30

KO COCA COLA CO46.2K shares1.41%2026-03-312026-04-30

Sponsored

TOTALENERGIES SE TOTALENERGIES SE37.4K shares0.06%2026-03-312026-04-30

NEE NEXTERA ENERGY INC36.3K shares0.31%2026-03-312026-04-30

IJR ISHARES TR27.1K shares4.54%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC4.0K shares0.51%2026-03-312026-04-30

GEV GE VERNOVA INC3.8K shares20.55%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW24.9K shares8.52%2026-03-312026-04-30

HCA HCA HEALTHCARE INC6.9K shares2.56%2026-03-312026-04-30

GM GENERAL MTRS CO43.1K shares-15.16%2026-03-312026-04-30

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC15.9K sharesnew addition2026-03-312026-04-30

CNQ CANADIAN NAT RES LTD MED TER64.4K shares0.09%2026-03-312026-04-30

IWD ISHARES TR14.5K shares-8.24%2026-03-312026-04-30

MCD MCDONALDS CORP10.0K shares-8.70%2026-03-312026-04-30

EOG EOG RES INC21.4K shares7.67%2026-03-312026-04-30

GLD SPDR GOLD TR7.1K shares17.87%2026-03-312026-04-30

UNP UNION PAC CORP12.2K shares-3.04%2026-03-312026-04-30

SCHO SCHWAB STRATEGIC TR121.5K shares-4.68%2026-03-312026-04-30

Sponsored

PNC PNC FINL SVCS GROUP INC13.7K shares-2.74%2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC23.0K shares4.74%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC19.2K shares9.29%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP13.0K shares13.94%2026-03-312026-04-30

UNILEVER PLC UNILEVER PLC48.1K shares9.58%2026-03-312026-04-30

MEDTRONIC PLC MEDTRONIC PLC31.5K shares-19.01%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC13.3K shares6.72%2026-03-312026-04-30

VTI VANGUARD INDEX FDS8.4K shares-40.92%2026-03-312026-04-30

Sponsored

CAH CARDINAL HEALTH INC12.5K shares-1.05%2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR19.7K shares0.62%2026-03-312026-04-30

USB US BANCORP50.3K shares-4.57%2026-03-312026-04-30

NRP NATURAL RESOURCE PARTNERS LP21.5K sharesnew addition2026-03-312026-04-30

NXST NEXSTAR MEDIA GROUP INC14.3K shares-3.33%2026-03-312026-04-30

TPR TAPESTRY INC18.2K shares-25.65%2026-03-312026-04-30

SO SOUTHERN CO26.3K shares-0.25%2026-03-312026-04-30

GLW CORNING INC18.6K shares-0.50%2026-03-312026-04-30

Sponsored

IEFA ISHARES TR27.8K shares-6.87%2026-03-312026-04-30

QCOM QUALCOMM INC19.5K shares1.59%2026-03-312026-04-30

SHOP SHOPIFY INC20.9K shares31.64%2026-03-312026-04-30

AON PLC AON PLC7.6K shares-3.95%2026-03-312026-04-30

OMF ONEMAIN HLDGS INC45.8K shares-0.91%2026-03-312026-04-30

ENB ENBRIDGE INC44.9K shares2.06%2026-03-312026-04-30

CME CME GROUP INC8.0K shares32.24%2026-03-312026-04-30

AGO ASSURED GUARANTY LTD29.0K shares0.00%2026-03-312026-04-30

Sponsored

SYF SYNCHRONY FINANCIAL34.7K shares0.35%2026-03-312026-04-30

CMCSA COMCAST CORP NEW80.7K shares17.62%2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TR75.2K shares81.00%2026-03-312026-04-30

COP CONOCOPHILLIPS17.5K shares-20.43%2026-03-312026-04-30

LUV SOUTHWEST AIRLS CO61.1K shares69.81%2026-03-312026-04-30

QUAL ISHARES TR11.9K shares-16.41%2026-03-312026-04-30

SYY SYSCO CORP31.8K shares1.07%2026-03-312026-04-30

BTI BRITISH AMERN TOB PLC38.4K shares11.03%2026-03-312026-04-30

Sponsored

SNY SANOFI SA45.8K shares36.66%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR35.3K shares1.90%2026-03-312026-04-30

MC MOELIS & CO37.8K shares-3.79%2026-03-312026-04-30

BLACKSTONE INC BLACKSTONE INC18.7K shares128.27%2026-03-312026-04-30

KHC KRAFT HEINZ CO94.5K shares38.23%2026-03-312026-04-30

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II28.9K shares-3.02%2026-03-312026-04-30

BA BOEING CO10.5K shares-0.86%2026-03-312026-04-30

MET METLIFE INC29.4K shares-12.40%2026-03-312026-04-30

Sponsored

MPC MARATHON PETE CORP8.5K shares-9.89%2026-03-312026-04-30

DHI D R HORTON INC14.8K shares29.94%2026-03-312026-04-30

FE FIRSTENERGY CORP40.0K shares38.86%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS31.5K shares15.24%2026-03-312026-04-30

MS MORGAN STANLEY12.1K shares-0.08%2026-03-312026-04-30

IEI ISHARES TR16.7K shares-11.14%2026-03-312026-04-30

EBAY EBAY INC.21.5K shares9.89%2026-03-312026-04-30

O REALTY INCOME CORP31.8K shares-22.33%2026-03-312026-04-30

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN21.4K shares131.72%2026-03-312026-04-30

RACE FERRARI N V5.6K shares121.47%2026-03-312026-04-30

PLD PROLOGIS INC.14.4K shares-5.34%2026-03-312026-04-30

USHY ISHARES TR50.6K shares-6.40%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP3.1K shares0.10%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC16.3K shares28.11%2026-03-312026-04-30

NFLX NETFLIX INC.19.2K shares2.77%2026-03-312026-04-30

IEMG ISHARES INC26.3K shares3.49%2026-03-312026-04-30

Sponsored

PSX PHILLIPS 6610.1K shares0.45%2026-03-312026-04-30

SAN BANCO SANTANDER SA162.4K shares-4.83%2026-03-312026-04-30

SHEL SHELL PLC19.6K shares99.10%2026-03-312026-04-30

AMT AMERICAN TOWER CORP10.6K shares499.04%2026-03-312026-04-30

FI FISERV INC32.4K shares53.67%2026-03-312026-04-30

INTC INTEL CORP40.9K shares1.96%2026-03-312026-04-30

CSGP COSTAR GROUP INC43.9K shares77.33%2026-03-312026-04-30

MTB M & T BK CORP8.4K shares142.75%2026-03-312026-04-30

Sponsored

DFUS DIMENSIONAL ETF TRUST24.4K shares0.00%2026-03-312026-04-30

ACI ALBERTSONS COS INC99.7K shares200.41%2026-03-312026-04-30

ECL ECOLAB INC6.4K shares-3.61%2026-03-312026-04-30

NOW SERVICENOW INC15.8K shares66.41%2026-03-312026-04-30

MSCI MSCI INC3.1K shares-2.04%2026-03-312026-04-30

NATIONAL GRID PLC NATIONAL GRID PLC19.5K shares-29.12%2026-03-312026-04-30

ABT ABBOTT LABORATORIES15.9K shares-25.96%2026-03-312026-04-30

TJX TJX COS INC NEW10.2K shares-0.19%2026-03-312026-04-30

Sponsored

NTRS NORTHERN TR CORP11.6K shares-12.51%2026-03-312026-04-30

LINDE PLC LINDE PLC3.3K shares3.12%2026-03-312026-04-30

OWL BLUE OWL CAPITAL INC175.1K shares4.95%2026-03-312026-04-30

JBL JABIL INC6.0K shares-40.67%2026-03-312026-04-30

DVY ISHARES TR10.5K shares0.68%2026-03-312026-04-30

T AT&T INC54.9K shares-3.65%2026-03-312026-04-30

IEUR ISHARES TR22.6K shares1.84%2026-03-312026-04-30

AVDV AMERICAN CENTY ETF TR15.7K shares1.20%2026-03-312026-04-30

Sponsored

CLMB CLIMB GLOBAL SOLUTIONS INC78.6K sharesnew addition2026-03-312026-04-30

XLP SELECT SECTOR SPDR TR19.0K shares3.84%2026-03-312026-04-30

VRIG INVESCO ACTIVELY MANAGED EXC62.0K shares9.16%2026-03-312026-04-30

IJK ISHARES TR15.3K shares-1.71%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO25.3K shares-8.01%2026-03-312026-04-30

VXUS VANGUARD STAR FDS19.7K shares13.14%2026-03-312026-04-30

VMBS VANGUARD SCOTTSDALE FDS32.1K shares-3.35%2026-03-312026-04-30

ITW ILLINOIS TOOL WKS INC5.8K shares1.60%2026-03-312026-04-30

Sponsored

DHR DANAHER CORP DEL7.9K shares-0.52%2026-03-312026-04-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.5K shares44.05%2026-03-312026-04-30

AMCOR PLC AMCOR PLC37.2K sharesnew addition2026-03-312026-04-30

ZTS ZOETIS INC12.5K shares245.09%2026-03-312026-04-30

TRP TC ENERGY CORP23.4K shares-0.63%2026-03-312026-04-30

EMR EMERSON ELEC CO11.2K shares-6.89%2026-03-312026-04-30

ADI ANALOG DEVICES INC4.5K shares-0.74%2026-03-312026-04-30

TROW PRICE T ROWE GROUP INC15.7K shares7.76%2026-03-312026-04-30

Sponsored

SDY SPDR SERIES TRUST9.7K shares3.87%2026-03-312026-04-30

TPB TURNING PT BRANDS INC16.2K sharesnew addition2026-03-312026-04-30

GOVT ISHARES TR61.4K shares10.21%2026-03-312026-04-30

WEC ENERGY GROUP INC WEC ENERGY GROUP INC12.1K shares105.10%2026-03-312026-04-30

KR KROGER CO19.3K shares146.04%2026-03-312026-04-30

SEI SOLARIS ENERGY INFRAS INC24.6K sharesnew addition2026-03-312026-04-30

ECVT ECOVYST INC107.6K sharesnew addition2026-03-312026-04-30

THE CIGNA GROUP THE CIGNA GROUP5.1K shares25.23%2026-03-312026-04-30

Sponsored

AZZ AZZ INC10.9K sharesnew addition2026-03-312026-04-30

RELX RELX PLC40.9K shares7.33%2026-03-312026-04-30

MDLZ MONDELEZ INTL INC23.5K shares167.90%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP2.0K shares-0.25%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC1.4K shares3.38%2026-03-312026-04-30

MKC MCCORMICK & CO INC26.2K shares-6.11%2026-03-312026-04-30

SBUX STARBUCKS CORP14.7K shares27.12%2026-03-312026-04-30

MAR MARRIOTT INTL INC NEW4.0K shares0.05%2026-03-312026-04-30

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RGLD ROYAL GOLD INC5.2K shares55.19%2026-03-312026-04-30

WMB WILLIAMS COS INC18.0K shares2.94%2026-03-312026-04-30

VMC VULCAN MATLS CO4.8K shares-1.82%2026-03-312026-04-30

JMBS JANUS DETROIT STR TR28.9K shares8.10%2026-03-312026-04-30

VGK VANGUARD INTL EQUITY INDEX F15.7K shares88.56%2026-03-312026-04-30

TXN TEXAS INSTRS INC6.6K shares-27.33%2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC9.6K shares-42.61%2026-03-312026-04-30

USMV ISHARES TR13.6K shares-4.35%2026-03-312026-04-30

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SPIB SPDR SERIES TRUST37.5K shares2.56%2026-03-312026-04-30

NUE NUCOR CORP7.4K shares-16.24%2026-03-312026-04-30

VLTO VERALTO CORP14.0K shares3.27%2026-03-312026-04-30

LOW LOWES COS INC5.2K shares-0.67%2026-03-312026-04-30

VB VANGUARD INDEX FDS4.7K shares25.65%2026-03-312026-04-30

TROX TRONOX HOLDINGS PLC124.1K shares0.00%2026-03-312026-04-30

MUB ISHARES TR11.2K shares8.59%2026-03-312026-04-30

AIG AMERICAN INTL GROUP INC15.8K shares-10.09%2026-03-312026-04-30

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EFG ISHARES TR10.5K shares-49.15%2026-03-312026-04-30

BIV VANGUARD BD INDEX FDS15.0K shares12.88%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC3.0K shares39.44%2026-03-312026-04-30

CBNK CAPITAL BANCORP INC MD38.7K sharesnew addition2026-03-312026-04-30

CVCO CAVCO INDS INC DEL2.4K sharesnew addition2026-03-312026-04-30

IRM IRON MTN INC DEL11.3K shares-4.39%2026-03-312026-04-30

TEX TEREX CORP NEW19.5K sharesnew addition2026-03-312026-04-30

MELI MERCADOLIBRE INC661 shares6.27%2026-03-312026-04-30

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XEL XCEL ENERGY INC14.2K shares-29.06%2026-03-312026-04-30

COF CAPITAL ONE FINL CORP6.2K shares-0.93%2026-03-312026-04-30

MBIN MERCHANTS BANCORP IND25.8K sharesnew addition2026-03-312026-04-30

VLO VALERO ENERGY CORP4.5K shares-50.33%2026-03-312026-04-30

PATK PATRICK INDS INC10.0K sharesnew addition2026-03-312026-04-30

AFL AFLAC INC10.0K shares-4.74%2026-03-312026-04-30

XLF SELECT SECTOR SPDR TR22.3K shares-2.09%2026-03-312026-04-30

SPYV SPDR SERIES TRUST19.1K shares-23.75%2026-03-312026-04-30

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KNSL KINSALE CAP GROUP INC3.2K shares219.84%2026-03-312026-04-30

AVEM AMERICAN CENTY ETF TR13.3K shares6.00%2026-03-312026-04-30

CARR CARRIER GLOBAL CORPORATION18.8K shares154.53%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC2.3K shares3.74%2026-03-312026-04-30

BCO BRINKS CO10.1K sharesnew addition2026-03-312026-04-30

ITOT ISHARES TR7.3K shares16.00%2026-03-312026-04-30

HEI.A HEICO CORP NEW4.9K shares-9.94%2026-03-312026-04-30

AGM FEDERAL AGRIC MTG CORP7.0K sharesnew addition2026-03-312026-04-30

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VEEV VEEVA SYS INC5.9K shares21.88%2026-03-312026-04-30

HUBBELL INC HUBBELL INC2.1K shares-0.24%2026-03-312026-04-30

SLF SUN LIFE FINANCIAL INC.16.3K shares-0.14%2026-03-312026-04-30

DIA STATE STR SPDR DOW JONES IND2.2K shares-9.65%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC14.0K shares8.82%2026-03-312026-04-30

SPYM SPDR SERIES TRUST13.1K shares-32.01%2026-03-312026-04-30

CEG CONSTELLATION ENERGY CORP3.6K shares8.42%2026-03-312026-04-30

SGOV ISHARES TR9.8K shares-54.61%2026-03-312026-04-30

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KIM KIMCO REALTY CORP43.8K sharesnew addition2026-03-312026-04-30

KOS KOSMOS ENERGY LTD352.1K sharesnew addition2026-03-312026-04-30

BND VANGUARD BD INDEX FDS13.3K shares-0.85%2026-03-312026-04-30

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC9.3K sharesnew addition2026-03-312026-04-30

SPYG SPDR SERIES TRUST9.8K shares-27.36%2026-03-312026-04-30

BELFB BEL FUSE INC4.9K sharesnew addition2026-03-312026-04-30

CMPO GPGI INC56.0K sharesnew addition2026-03-312026-04-30

BAH BOOZ ALLEN HAMILTON HLDG COR12.3K shares-8.27%2026-03-312026-04-30

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LSTR LANDSTAR SYS INC5.9K sharesnew addition2026-03-312026-04-30

TDG TRANSDIGM GROUP INC816 shares8.95%2026-03-312026-04-30

KMB KIMBERLY-CLARK CORP9.8K shares72.36%2026-03-312026-04-30

STT STATE STR CORP7.4K shares-7.87%2026-03-312026-04-30

PPL PPL CORP24.6K shares-37.45%2026-03-312026-04-30

KMI KINDER MORGAN INC DEL27.9K shares-1.05%2026-03-312026-04-30

GEO GEO GROUP INC55.3K sharesnew addition2026-03-312026-04-30

WSFS WSFS FINL CORP14.0K shares0.00%2026-03-312026-04-30

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EPSN EPSILON ENERGY LTD148.6K sharesnew addition2026-03-312026-04-30

MTUS METALLUS INC55.4K sharesnew addition2026-03-312026-04-30

TECH BIO-TECHNE CORP17.3K shares70.90%2026-03-312026-04-30

APPF APPFOLIO INC5.6K shares27.49%2026-03-312026-04-30

VV VANGUARD INDEX FDS3.0K shares0.24%2026-03-312026-04-30

MLI MUELLER INDS INC7.9K sharesnew addition2026-03-312026-04-30

MCO MOODYS CORP2.0K shares5.91%2026-03-312026-04-30

ODFL OLD DOMINION FREIGHT LINE IN4.5K shares-13.84%2026-03-312026-04-30

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GILD GILEAD SCIENCES INC6.3K shares-43.97%2026-03-312026-04-30

PYPL PAYPAL HLDGS INC19.1K shares-31.61%2026-03-312026-04-30

WM WASTE MGMT INC DEL3.8K shares4.36%2026-03-312026-04-30

WCN WASTE CONNECTIONS INC5.3K shares5.08%2026-03-312026-04-30

RS RELIANCE INC2.8K shares-8.05%2026-03-312026-04-30

VT VANGUARD INTL EQUITY INDEX F6.2K shares-0.22%2026-03-312026-04-30

HSY HERSHEY CO4.1K shares-1.22%2026-03-312026-04-30

IHG INTERCONTINENTAL HOTELS GROU6.4K shares-7.52%2026-03-312026-04-30

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MTG MGIC INVT CORP WIS32.6K sharesnew addition2026-03-312026-04-30

ESOA ENERGY SERVICES OF AMER CORP65.0K shares0.00%2026-03-312026-04-30

SYK STRYKER CORPORATION2.6K shares3.35%2026-03-312026-04-30

VPL VANGUARD INTL EQUITY INDEX F8.6K shares0.00%2026-03-312026-04-30

MHD BLACKROCK MUNIHOLDINGS FD IN74.3K shares62.71%2026-03-312026-04-30

LNG CHENIERE ENERGY INC2.9K shares-1.93%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC2.3K shares3.20%2026-03-312026-04-30

IDXX IDEXX LABS INC1.5K shares7.48%2026-03-312026-04-30

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XME SPDR SERIES TRUST7.5K sharesnew addition2026-03-312026-04-30

DLTR DOLLAR TREE INC7.4K sharesnew addition2026-03-312026-04-30

PTC PTC INC5.7K shares8.68%2026-03-312026-04-30

JCI JOHNSON CONTROLS INTERNATION6.2K shares52.73%2026-03-312026-04-30

HALO HALOZYME THERAPEUTICS INC12.4K shares0.49%2026-03-312026-04-30

MTUM ISHARES TR3.3K shares-24.64%2026-03-312026-04-30

COLL COLLEGIUM PHARMACEUTICAL INC24.2K sharesnew addition2026-03-312026-04-30

IUSV ISHARES TR7.7K shares1.79%2026-03-312026-04-30

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EXP EAGLE MATLS INC4.2K sharesnew addition2026-03-312026-04-30

GIS GENERAL MILLS INC20.9K shares-7.34%2026-03-312026-04-30

WST WEST PHARMACEUTICAL SVSC INC3.1K shares-7.51%2026-03-312026-04-30

IGIB ISHARES TR14.3K shares31.86%2026-03-312026-04-30

KN KNOWLES CORP29.5K sharesnew addition2026-03-312026-04-30

CSL CARLISLE COS INC2.2K shares-34.53%2026-03-312026-04-30

CTVA CORTEVA INC8.9K shares0.61%2026-03-312026-04-30

BMO BANK MONTREAL MEDIUM5.4K shares-26.68%2026-03-312026-04-30

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CCSI CONSENSUS CLOUD SOLUTIONS IN30.9K sharesnew addition2026-03-312026-04-30

CRTO CRITEO S A40.6K sharesnew addition2026-03-312026-04-30

D DOMINION ENERGY INC11.8K shares1.47%2026-03-312026-04-30

DVN DEVON ENERGY CORP NEW14.4K sharesnew addition2026-03-312026-04-30

CPRT COPART INC21.7K shares282.99%2026-03-312026-04-30

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-30

EPR EPR PPTYS14.2K sharesnew addition2026-03-312026-04-30

TWLO TWILIO INC5.6K shares-49.71%2026-03-312026-04-30

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HLMN HILLMAN SOLUTIONS CORP84.6K sharesnew addition2026-03-312026-04-30

DCI DONALDSON INC8.3K shares-3.68%2026-03-312026-04-30

CRM SALESFORCE INC3.7K shares63.18%2026-03-312026-04-30

SPHQ INVESCO EXCHANGE TRADED FD T9.2K shares-0.43%2026-03-312026-04-30

SNPS SYNOPSYS INC1.7K shares14.68%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING IN3.4K shares-14.32%2026-03-312026-04-30

FSLR FIRST SOLAR INC3.5K shares-0.63%2026-03-312026-04-30

ATNI ATN INTL INC25.3K sharesnew addition2026-03-312026-04-30

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DIS DISNEY WALT CO7.1K shares2.87%2026-03-312026-04-30

VGT VANGUARD WORLD FD973 shares-2.11%2026-03-312026-04-30

SBR SABINE RTY TR9.0K shares-5.26%2026-03-312026-04-30

RF REGIONS FINANCIAL CORP NEW25.9K shares-11.21%2026-03-312026-04-30

CIEN CIENA CORP1.7K shares2.30%2026-03-312026-04-30

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.7K shares-12.95%2026-03-312026-04-30

TYL TYLER TECHNOLOGIES INC2.0K shares8.13%2026-03-312026-04-30

HBAN HUNTINGTON BANCSHARES INC42.5K shares1.63%2026-03-312026-04-30

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IGSB ISHARES TR12.7K shares6.08%2026-03-312026-04-30

IWB ISHARES TR1.9K shares6.84%2026-03-312026-04-30

BLCO BAUSCH PLUS LOMB CORP41.5K sharesnew addition2026-03-312026-04-30

GSM FERROGLOBE PLC160.2K sharesnew addition2026-03-312026-04-30

COIN COINBASE GLOBAL INC3.8K shares-57.63%2026-03-312026-04-30

SLV ISHARES SILVER TR9.6K shares-12.12%2026-03-312026-04-30

SE SEA LTD7.9K shares12.83%2026-03-312026-04-30

IBN ICICI BANK LIMITED25.1K shares22.42%2026-03-312026-04-30

Sponsored

CDNS CADENCE DESIGN SYSTEM INC2.3K shares1.85%2026-03-312026-04-30

IRMD IRADIMED CORP6.6K sharesnew addition2026-03-312026-04-30

ALC ALCON AG8.4K shares-9.22%2026-03-312026-04-30

EQIX EQUINIX INC644 shares-31.78%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP5.3K shares-67.80%2026-03-312026-04-30

ABNB AIRBNB INC5.0K shares5.04%2026-03-312026-04-30

EMB ISHARES TR6.7K shares-87.00%2026-03-312026-04-30

DELL DELL TECHNOLOGIES INC3.8K shares-0.74%2026-03-312026-04-30

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NYAX NAYAX LTD11.0K shares0.00%2026-03-312026-04-30

TOTL SSGA ACTIVE ETF TR15.4K shares32.28%2026-03-312026-04-30

HP INC HP INC31.8K shares-3.70%2026-03-312026-04-30

MTD METTLER TOLEDO INTERNATIONAL485 shares5.90%2026-03-312026-04-30

BRKR BRUKER CORP16.9K sharesnew addition2026-03-312026-04-30

CBT CABOT CORP7.9K sharesnew addition2026-03-312026-04-30

MKL MARKEL GROUP INC310 shares0.65%2026-03-312026-04-30

R RYDER SYS INC2.9K shares-3.63%2026-03-312026-04-30

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OZK BANK OZK LITTLE ROCK ARK12.9K sharesnew addition2026-03-312026-04-30

GWW WW GRAINGER INC540 shares-2.88%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INC1.4K shares0.89%2026-03-312026-04-30

GSHD GOOSEHEAD INS INC13.8K shares21.77%2026-03-312026-04-30

MMM 3M CO4.0K shares0.20%2026-03-312026-04-30

CF CF INDUSTRIES HOLD4.5K shares-11.31%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC3.6K shares32.94%2026-03-312026-04-30

PAVE GLOBAL X FDS11.5K sharesnew addition2026-03-312026-04-30

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LHX L3HARRIS TECHNOLOGIES INC1.7K shares-3.11%2026-03-312026-04-30

IPGP IPG PHOTONICS CORP5.1K sharesnew addition2026-03-312026-04-30

TT TRANE TECHNOLOGIES PLC1.4K shares-0.80%2026-03-312026-04-30

MGMT UNIFIED SER TR12.6K sharesnew addition2026-03-312026-04-30

IWO ISHARES TR1.8K shares0.11%2026-03-312026-04-30

VOT VANGUARD INDEX FDS2.2K shares0.05%2026-03-312026-04-30

PHIN PHINIA INC8.3K sharesnew addition2026-03-312026-04-30

XLV SELECT SECTOR SPDR TR3.8K shares-15.63%2026-03-312026-04-30

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AER AERCAP HOLDINGS NV4.1K shares5.29%2026-03-312026-04-30

XLU SELECT SECTOR SPDR TR12.2K shares-20.25%2026-03-312026-04-30

ROK ROCKWELL AUTOMATION INC1.5K shares-2.21%2026-03-312026-04-30

ENTG ENTEGRIS INC4.7K shares-7.48%2026-03-312026-04-30

SHY ISHARES TR6.7K shares48.15%2026-03-312026-04-30

IMKTA INGLES MKTS INC6.1K sharesnew addition2026-03-312026-04-30

PRU PRUDENTIAL FINL INC5.6K shares63.94%2026-03-312026-04-30

CVS CVS HEALTH CORP7.5K shares0.82%2026-03-312026-04-30

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IXUS ISHARES TR6.2K shares-5.24%2026-03-312026-04-30

G GENPACT LIMITED14.3K shares18.24%2026-03-312026-04-30

IPKW INVESCO EXCH TRADED FD TR II9.3K shares0.93%2026-03-312026-04-30

JMST J P MORGAN EXCHANGE TRADED F10.3K sharesnew addition2026-03-312026-04-30

WPM WHEATON PRECIOUS METALS CORP4.0K shares0.96%2026-03-312026-04-30

VOE VANGUARD INDEX FDS2.8K shares-0.18%2026-03-312026-04-30

IVE ISHARES TR2.4K shares3.91%2026-03-312026-04-30

IVW ISHARES TR4.6K shares-5.55%2026-03-312026-04-30

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ASIX ADVANSIX INC21.1K sharesnew addition2026-03-312026-04-30

DLR DIGITAL RLTY TR INC2.8K shares-38.73%2026-03-312026-04-30

MPWR MONOLITHIC PWR SYS INC459 shares-33.09%2026-03-312026-04-30

BRO BROWN & BROWN INC7.6K shares6.26%2026-03-312026-04-30

SPGM SPDR INDEX SHS FDS6.5K shares0.00%2026-03-312026-04-30

MDY STATE STR SPDR S&P MIDCAP 40792 shares0.00%2026-03-312026-04-30

RCMT RCM TECHNOLOGIES INC25.5K sharesnew addition2026-03-312026-04-30

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NU NU HLDGS LTD33.9K shares-10.97%2026-03-312026-04-30

EPD ENTERPRISE PRODS PARTNERS L12.8K shares36.76%2026-03-312026-04-30

RGEN REPLIGEN CORP4.1K shares6.84%2026-03-312026-04-30

VST VISTRA CORP3.2K shares-0.50%2026-03-312026-04-30

SITE SITEONE LANDSCAPE SUPPLY INC3.6K shares0.59%2026-03-312026-04-30

INTU INTUIT1.1K shares-25.44%2026-03-312026-04-30

MCHP MICROCHIP TECHNOLOGY INC.7.3K shares1.95%2026-03-312026-04-30

QDEL QUIDELORTHO CORP28.4K sharesnew addition2026-03-312026-04-30

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STIP ISHARES TR4.4K shares5.49%2026-03-312026-04-30

CGBD CARLYLE SECURED LENDING INC42.0K shares-8.30%2026-03-312026-04-30

GBTG GLOBAL BUSINESS TRAVEL GROUP82.1K sharesnew addition2026-03-312026-04-30

SPGI S&P GLOBAL INC1.1K shares1.04%2026-03-312026-04-30

BSX BOSTON SCIENTIFIC CORP7.2K shares-41.19%2026-03-312026-04-30

TD TORONTO DOMINION BK ONT4.7K shares0.02%2026-03-312026-04-30

QXO QXO INC22.7K shares1.86%2026-03-312026-04-30

PVAL PUTNAM ETF TRUST9.5K shares0.07%2026-03-312026-04-30

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WDC WESTERN DIGITAL CORP1.6K shares-2.81%2026-03-312026-04-30

TMUS T-MOBILE US INC2.1K shares0.34%2026-03-312026-04-30

ATRO ASTRONICS CORP6.6K shares0.00%2026-03-312026-04-30

BNDX VANGUARD CHARLOTTE FDS9.1K shares-0.20%2026-03-312026-04-30

VTEB VANGUARD MUN BD FDS8.6K shares-55.26%2026-03-312026-04-30

DE DEERE & CO757 shares-2.07%2026-03-312026-04-30

F FORD MTR CO36.7K shares-0.36%2026-03-312026-04-30

CASS CASS INFORMATION SYS INC9.6K sharesnew addition2026-03-312026-04-30

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VRSN VERISIGN INC1.7K shares-3.68%2026-03-312026-04-30

SSO PROSHARES TR8.1K shares0.00%2026-03-312026-04-30

FELG FIDELITY COVINGTON TRUST11.2K shares-0.12%2026-03-312026-04-30

EMXC ISHARES INC5.3K shares-26.61%2026-03-312026-04-30

SPSC SPS COMM INC7.4K sharesnew addition2026-03-312026-04-30

EXC EXELON CORP8.4K shares-2.81%2026-03-312026-04-30

SPSM SPDR SERIES TRUST8.5K shares-0.62%2026-03-312026-04-30

VGLT VANGUARD SCOTTSDALE FDS7.3K shares3.18%2026-03-312026-04-30

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CRH PLC CRH PLC3.8K shares-28.79%2026-03-312026-04-30

APTIV PLC APTIV PLC5.8K shares-5.38%2026-03-312026-04-30

ORLY OREILLY AUTOMOTIVE INC4.3K shares7.02%2026-03-312026-04-30

FND FLOOR & DECOR HLDGS INC7.8K shares120.17%2026-03-312026-04-30

MTZ MASTEC INC1.2K shares8.33%2026-03-312026-04-30

CWEN CLEARWAY ENERGY INC10.0K shares-0.49%2026-03-312026-04-30

MQY BLACKROCK MUNIYILD QULT FD I35.6K sharesnew addition2026-03-312026-04-30

VHT VANGUARD WORLD FD1.4K shares-0.42%2026-03-312026-04-30

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SCHV SCHWAB STRATEGIC TR12.7K shares0.45%2026-03-312026-04-30

EXTR EXTREME NETWORKS INC25.3K sharesnew addition2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR2.4K shares10.10%2026-03-312026-04-30

DOW DOW HLDGS INC9.1K shares0.07%2026-03-312026-04-30

NVT NVENT ELEC PLC3.2K shares0.69%2026-03-312026-04-30

BKNG BOOKING HOLDINGS INC88 shares-1.12%2026-03-312026-04-30

VBR VANGUARD INDEX FDS1.7K shares0.24%2026-03-312026-04-30

TRIP TRIPADVISOR INC34.6K sharesnew addition2026-03-312026-04-30

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FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.6K shares0.00%2026-03-312026-04-30

OXY OCCIDENTAL PETE CORP5.6K shares-3.49%2026-03-312026-04-30

HAL HALLIBURTON CO9.4K shares23.81%2026-03-312026-04-30

ESBA EMPIRE ST RLTY OP L P72.3K sharesnew addition2026-03-312026-04-30

FIS FIDELITY NATL INFORMATION SV7.8K shares-56.79%2026-03-312026-04-30

QNITY ELECTRONICS INC QNITY ELECTRONICS INC3.1K shares-4.89%2026-03-312026-04-30

CSX CSX CORP8.8K shares-5.96%2026-03-312026-04-30

QQEW FIRST TR EXCHANGE-TRADED FD2.8K shares0.00%2026-03-312026-04-30

Sponsored

HDV ISHARES TR2.6K shares19.94%2026-03-312026-04-30

BSCQ INVESCO EXCH TRD SLF IDX FD18.3K shares-7.55%2026-03-312026-04-30

VRT VERTIV HOLDINGS CO1.4K sharesnew addition2026-03-312026-04-30

CL COLGATE PALMOLIVE CO4.2K shares0.68%2026-03-312026-04-30

GSK PLC GSK PLC6.4K shares-78.15%2026-03-312026-04-30

HYMB SPDR SERIES TRUST14.3K shares12.53%2026-03-312026-04-30

IVT INVENTRUST PPTYS CORP11.6K shares0.00%2026-03-312026-04-30

BN BROOKFIELD CORP8.7K shares2.32%2026-03-312026-04-30

Sponsored

IGF ISHARES TR5.2K shares1.42%2026-03-312026-04-30

MTSI MACOM TECH SOLUTIONS HLDGS I1.6K shares-1.32%2026-03-312026-04-30

GWRE GUIDEWIRE SOFTWARE INC2.3K shares83.83%2026-03-312026-04-30

IYW ISHARES TR1.9K shares-0.84%2026-03-312026-04-30

BIL

SPDR SERIES TRUST

3.44%

Shares587.8K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-0.13%

Shares202.0K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

-1.05%

Shares60.8K

Event2026-03-31

Filed2026-04-30

FLOT

ISHARES TR

0.57%

Shares772.3K

Event2026-03-31

Filed2026-04-30

JAAA

JANUS DETROIT STR TR

213.34%

Shares774.4K

Event2026-03-31

Filed2026-04-30

MGNR

AMERICAN BEACON SELECT FUNDS

New

Shares735.8K

Event2026-03-31

Filed2026-04-30

AGG

ISHARES TR

11.41%

Shares370.2K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

0.30%

Shares91.4K

Event2026-03-31

Filed2026-04-30

VONV

VANGUARD SCOTTSDALE FDS

-28.00%

Shares272.2K

Event2026-03-31

Filed2026-04-30

QAI

NEW YORK LIFE INVESTMENTS ET

19.48%

Shares747.3K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

-2.79%

Shares82.9K

Event2026-03-31

Filed2026-04-30

EFA

ISHARES TR

-1.22%

Shares249.6K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-3.31%

Shares38.3K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

-9.56%

Shares69.3K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-8.55%

Shares73.9K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

-3.06%

Shares124.2K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

10.95%

Shares98.9K

Event2026-03-31

Filed2026-04-30

MICRON TECHNOLOGY INC

-34.83%

Shares60.1K

Event2026-03-31

Filed2026-04-30

EFV

ISHARES TR

7.76%

Shares268.7K

Event2026-03-31

Filed2026-04-30

SCHG

SCHWAB STRATEGIC TR

-1.08%

Shares656.4K

Event2026-03-31

Filed2026-04-30

IWM

ISHARES TR

-0.86%

Shares70.1K

Event2026-03-31

Filed2026-04-30

EEM

ISHARES TR

9.55%

Shares304.5K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

6.03%

Shares96.5K

Event2026-03-31

Filed2026-04-30

TSM

TAIWAN SEMICONDUCTOR MANUFAC

14.29%

Shares48.6K

Event2026-03-31

Filed2026-04-30

IWR

ISHARES TR

-9.05%

Shares164.5K

Event2026-03-31

Filed2026-04-30

AMAT

APPLIED MATLS INC

-8.58%

Shares44.6K

Event2026-03-31

Filed2026-04-30

KLAC

KLA CORP

-24.01%

Shares10.0K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION

0.55%

Shares14.2K

Event2026-03-31

Filed2026-04-30

VISA INC

3.10%

Shares46.7K

Event2026-03-31

Filed2026-04-30

META

META PLATFORMS INC

-2.15%

Shares23.9K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

-3.29%

Shares17.2K

Event2026-03-31

Filed2026-04-30

CHUBB LTD SWITZ

-8.21%

Shares32.4K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

2.02%

Shares36.7K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

0.03%

Shares23.2K

Event2026-03-31

Filed2026-04-30

MCK

MCKESSON CORP

-4.97%

Shares11.0K

Event2026-03-31

Filed2026-04-30

CMI

CUMMINS INC

-7.59%

Shares17.2K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

-10.22%

Shares18.6K

Event2026-03-31

Filed2026-04-30

EVR

EVERCORE INC

-10.11%

Shares29.8K

Event2026-03-31

Filed2026-04-30

FANG

DIAMONDBACK ENERGY INC

-14.22%

Shares43.9K

Event2026-03-31

Filed2026-04-30

VCSH

VANGUARD SCOTTSDALE FDS

11.32%

Shares105.0K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO

3.05%

Shares8.9K

Event2026-03-31

Filed2026-04-30

WPC

WP CAREY INC

1.06%

Shares117.4K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

-11.89%

Shares31.9K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION

4.78%

Shares37.2K

Event2026-03-31

Filed2026-04-30

CENCORA INC

-9.88%

Shares24.2K

Event2026-03-31

Filed2026-04-30

WRB

BERKLEY W R CORP

2.01%

Shares111.7K

Event2026-03-31

Filed2026-04-30

ORCL

ORACLE CORP

2.99%

Shares50.2K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

3.93%

Shares36.9K

Event2026-03-31

Filed2026-04-30

TSLA

TESLA INC

-1.23%

Shares19.4K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO

2.09%

Shares47.9K

Event2026-03-31

Filed2026-04-30

MASTERCARD INCORPORATED

2.02%

Shares13.8K

Event2026-03-31

Filed2026-04-30

URI

UNITED RENTALS INC

16.71%

Shares9.2K

Event2026-03-31

Filed2026-04-30

VNQ

VANGUARD INDEX FDS

7.22%

Shares74.8K

Event2026-03-31

Filed2026-04-30

DOLLAR GEN CORP

13.29%

Shares55.3K

Event2026-03-31

Filed2026-04-30

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

-7.65%

Shares32.3K

Event2026-03-31

Filed2026-04-30

IQV

IQVIA HLDGS INC

-8.16%

Shares36.5K

Event2026-03-31

Filed2026-04-30

GE AEROSPACE

4.68%

Shares21.2K

Event2026-03-31

Filed2026-04-30

MERCK & CO INC

4.91%

Shares48.7K

Event2026-03-31

Filed2026-04-30

AZO

AUTOZONE INC

37.18%

Shares1.7K

Event2026-03-31

Filed2026-04-30

TRV

TRAVELERS COMPANIES INC

-10.07%

Shares20.1K

Event2026-03-31

Filed2026-04-30

APOLLO GLOBAL MGMT INC

-2.44%

Shares52.2K

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS MACHS

7.57%

Shares23.7K

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC

5.33%

Shares26.5K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC

-2.13%

Shares17.1K

Event2026-03-31

Filed2026-04-30

AXP

AMERICAN EXPRESS CO

-11.92%

Shares18.5K

Event2026-03-31

Filed2026-04-30

ASML

ASML HLDG NV

-6.21%

Shares4.2K

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD SPECIALIZED FUNDS

-12.66%

Shares25.6K

Event2026-03-31

Filed2026-04-30

BAC

BANK AMERICA CORP

13.93%

Shares112.8K

Event2026-03-31

Filed2026-04-30

CAT

CATERPILLAR INC

-20.62%

Shares7.7K

Event2026-03-31

Filed2026-04-30

USFD

US FOODS HLDG CORP

-6.04%

Shares58.4K

Event2026-03-31

Filed2026-04-30

PERMIAN RESOURCES CORP

-24.18%

Shares252.4K

Event2026-03-31

Filed2026-04-30

PEP

PEPSICO INC

1.76%

Shares34.6K

Event2026-03-31

Filed2026-04-30

RTX

RTX CORPORATION

-14.76%

Shares27.5K

Event2026-03-31

Filed2026-04-30

VERIZON COMMUNICATIONS INC

-6.08%

Shares105.4K

Event2026-03-31

Filed2026-04-30

ONTO

ONTO INNOVATION INC

-22.17%

Shares25.5K

Event2026-03-31

Filed2026-04-30

STIFEL FINL CORP

99.88%

Shares69.2K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

6.15%

Shares17.8K

Event2026-03-31

Filed2026-04-30

PFE

PFIZER INC

0.02%

Shares179.6K

Event2026-03-31

Filed2026-04-30

WALKER & DUNLOP INC

245.23%

Shares113.3K

Event2026-03-31

Filed2026-04-30

AMGN

AMGEN INC

-11.15%

Shares14.2K

Event2026-03-31

Filed2026-04-30

TFC

TRUIST FINL CORP

0.14%

Shares107.6K

Event2026-03-31

Filed2026-04-30

APG

API GROUP CORP

-9.19%

Shares121.9K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES TR

-5.02%

Shares11.5K

Event2026-03-31

Filed2026-04-30

BHRB

BURKE HERBERT FINL SVCS CORP

18.12%

Shares78.7K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

-3.65%

Shares39.4K

Event2026-03-31

Filed2026-04-30

INVESCO EXCHANGE TRADED FD T

3.77%

Shares25.2K

Event2026-03-31

Filed2026-04-30

ALTRIA GROUP INC

-1.89%

Shares72.9K

Event2026-03-31

Filed2026-04-30

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares98.1K

Event2026-03-31

Filed2026-04-30

CBRE

CBRE GROUP INC

-9.98%

Shares35.1K

Event2026-03-31

Filed2026-04-30

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares75.6K

Event2026-03-31

Filed2026-04-30

HYG

ISHARES TR

5.71%

Shares59.2K

Event2026-03-31

Filed2026-04-30

TMO

THERMO FISHER SCIENTIFIC INC

11.79%

Shares9.4K

Event2026-03-31

Filed2026-04-30

EME

EMCOR GROUP INC

2.68%

Shares6.1K

Event2026-03-31

Filed2026-04-30

DGRO

ISHARES TR

6.59%

Shares63.8K

Event2026-03-31

Filed2026-04-30

CSCO

CISCO SYS INC

0.25%

Shares57.3K

Event2026-03-31

Filed2026-04-30

WFC

WELLS FARGO & CO

-17.98%

Shares53.7K

Event2026-03-31

Filed2026-04-30

VYM

VANGUARD WHITEHALL FDS

4.03%

Shares28.3K

Event2026-03-31

Filed2026-04-30

PHILIP MORRIS INTL INC

-0.34%

Shares25.1K

Event2026-03-31

Filed2026-04-30

RIO

RIO TINTO PLC

-0.98%

Shares43.9K

Event2026-03-31

Filed2026-04-30

ELV

ELEVANCE HEALTH INC FORMERLY

16.43%

Shares13.8K

Event2026-03-31

Filed2026-04-30

CACI

CACI INTL INC

-21.48%

Shares7.4K

Event2026-03-31

Filed2026-04-30

PAYX

PAYCHEX INC

64.09%

Shares43.1K

Event2026-03-31

Filed2026-04-30

UNH

UNITEDHEALTH GROUP INC

41.15%

Shares14.4K

Event2026-03-31

Filed2026-04-30

NSC

NORFOLK SOUTHN CORP

-6.05%

Shares13.4K

Event2026-03-31

Filed2026-04-30

UPS

UNITED PARCEL SVCS INC

81.93%

Shares37.8K

Event2026-03-31

Filed2026-04-30

VBK

VANGUARD INDEX FDS

-31.33%

Shares12.3K

Event2026-03-31

Filed2026-04-30

LTH

LIFE TIME GROUP HOLDINGS INC

-10.65%

Shares136.2K

Event2026-03-31

Filed2026-04-30

HON

HONEYWELL INTL INC

-0.17%

Shares16.1K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

-8.49%

Shares6.2K

Event2026-03-31

Filed2026-04-30

GENERAL DYNAMICS CORP

0.95%

Shares10.3K

Event2026-03-31

Filed2026-04-30

IJH

ISHARES TR

11.13%

Shares52.3K

Event2026-03-31

Filed2026-04-30

COCA COLA CO

1.41%

Shares46.2K

Event2026-03-31

Filed2026-04-30

TOTALENERGIES SE

0.06%

Shares37.4K

Event2026-03-31

Filed2026-04-30

NEE

NEXTERA ENERGY INC

0.31%

Shares36.3K

Event2026-03-31

Filed2026-04-30

IJR

ISHARES TR

4.54%

Shares27.1K

Event2026-03-31

Filed2026-04-30

GOLDMAN SACHS GROUP INC

0.51%

Shares4.0K

Event2026-03-31

Filed2026-04-30

GEV

GE VERNOVA INC

20.55%

Shares3.8K

Event2026-03-31

Filed2026-04-30

DUKE ENERGY CORP NEW

8.52%

Shares24.9K

Event2026-03-31

Filed2026-04-30

HCA

HCA HEALTHCARE INC

2.56%

Shares6.9K

Event2026-03-31

Filed2026-04-30

GENERAL MTRS CO

-15.16%

Shares43.1K

Event2026-03-31

Filed2026-04-30

ASTRAZENECA PLC

New

Shares15.9K

Event2026-03-31

Filed2026-04-30

CNQ

CANADIAN NAT RES LTD MED TER

0.09%

Shares64.4K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES TR

-8.24%

Shares14.5K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP

-8.70%

Shares10.0K

Event2026-03-31

Filed2026-04-30

EOG

EOG RES INC

7.67%

Shares21.4K

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TR

17.87%

Shares7.1K

Event2026-03-31

Filed2026-04-30

UNP

UNION PAC CORP

-3.04%

Shares12.2K

Event2026-03-31

Filed2026-04-30

SCHO

SCHWAB STRATEGIC TR

-4.68%

Shares121.5K

Event2026-03-31

Filed2026-04-30

PNC

PNC FINL SVCS GROUP INC

-2.74%

Shares13.7K

Event2026-03-31

Filed2026-04-30

ARISTA NETWORKS INC

4.74%

Shares23.0K

Event2026-03-31

Filed2026-04-30

PLTR

PALANTIR TECHNOLOGIES INC

9.29%

Shares19.2K

Event2026-03-31

Filed2026-04-30

LAM RESEARCH CORP

13.94%

Shares13.0K

Event2026-03-31

Filed2026-04-30

UNILEVER PLC

9.58%

Shares48.1K

Event2026-03-31

Filed2026-04-30

MEDTRONIC PLC

-19.01%

Shares31.5K

Event2026-03-31

Filed2026-04-30

AMD

ADVANCED MICRO DEVICES INC

6.72%

Shares13.3K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

-40.92%

Shares8.4K

Event2026-03-31

Filed2026-04-30

CAH

CARDINAL HEALTH INC

-1.05%

Shares12.5K

Event2026-03-31

Filed2026-04-30

XLK

SELECT SECTOR SPDR TR

0.62%

Shares19.7K

Event2026-03-31

Filed2026-04-30

USB

US BANCORP

-4.57%

Shares50.3K

Event2026-03-31

Filed2026-04-30

NRP

NATURAL RESOURCE PARTNERS LP

New

Shares21.5K

Event2026-03-31

Filed2026-04-30

NXST

NEXSTAR MEDIA GROUP INC

-3.33%

Shares14.3K

Event2026-03-31

Filed2026-04-30

TPR

TAPESTRY INC

-25.65%

Shares18.2K

Event2026-03-31

Filed2026-04-30

SOUTHERN CO

-0.25%

Shares26.3K

Event2026-03-31

Filed2026-04-30

GLW

CORNING INC

-0.50%

Shares18.6K

Event2026-03-31

Filed2026-04-30

IEFA

ISHARES TR

-6.87%

Shares27.8K

Event2026-03-31

Filed2026-04-30

QCOM

QUALCOMM INC

1.59%

Shares19.5K

Event2026-03-31

Filed2026-04-30

SHOP

SHOPIFY INC

31.64%

Shares20.9K

Event2026-03-31

Filed2026-04-30

AON PLC

-3.95%

Shares7.6K

Event2026-03-31

Filed2026-04-30

OMF

ONEMAIN HLDGS INC

-0.91%

Shares45.8K

Event2026-03-31

Filed2026-04-30

ENB

ENBRIDGE INC

2.06%

Shares44.9K

Event2026-03-31

Filed2026-04-30

CME

CME GROUP INC

32.24%

Shares8.0K

Event2026-03-31

Filed2026-04-30

AGO

ASSURED GUARANTY LTD

0.00%

Shares29.0K

Event2026-03-31

Filed2026-04-30

SYF

SYNCHRONY FINANCIAL

0.35%

Shares34.7K

Event2026-03-31

Filed2026-04-30

CMCSA

COMCAST CORP NEW

17.62%

Shares80.7K

Event2026-03-31

Filed2026-04-30

SCHD

SCHWAB STRATEGIC TR

81.00%

Shares75.2K

Event2026-03-31

Filed2026-04-30

COP

CONOCOPHILLIPS

-20.43%

Shares17.5K

Event2026-03-31

Filed2026-04-30

LUV

SOUTHWEST AIRLS CO

69.81%

Shares61.1K

Event2026-03-31

Filed2026-04-30

QUAL

ISHARES TR

-16.41%

Shares11.9K

Event2026-03-31

Filed2026-04-30

SYY

SYSCO CORP

1.07%

Shares31.8K

Event2026-03-31

Filed2026-04-30

BTI

BRITISH AMERN TOB PLC

11.03%

Shares38.4K

Event2026-03-31

Filed2026-04-30

SNY

SANOFI SA

36.66%

Shares45.8K

Event2026-03-31

Filed2026-04-30

XLE

SELECT SECTOR SPDR TR

1.90%

Shares35.3K

Event2026-03-31

Filed2026-04-30

MOELIS & CO

-3.79%

Shares37.8K

Event2026-03-31

Filed2026-04-30

BLACKSTONE INC

128.27%

Shares18.7K

Event2026-03-31

Filed2026-04-30

KHC

KRAFT HEINZ CO

38.23%

Shares94.5K

Event2026-03-31

Filed2026-04-30

INVESCO EXCH TRADED FD TR II

-3.02%

Shares28.9K

Event2026-03-31

Filed2026-04-30

BOEING CO

-0.86%

Shares10.5K

Event2026-03-31

Filed2026-04-30

MET

METLIFE INC

-12.40%

Shares29.4K

Event2026-03-31

Filed2026-04-30

MPC

MARATHON PETE CORP

-9.89%

Shares8.5K

Event2026-03-31

Filed2026-04-30

DHI

D R HORTON INC

29.94%

Shares14.8K

Event2026-03-31

Filed2026-04-30

FIRSTENERGY CORP

38.86%

Shares40.0K

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD TAX-MANAGED FDS

15.24%

Shares31.5K

Event2026-03-31

Filed2026-04-30

MORGAN STANLEY

-0.08%

Shares12.1K

Event2026-03-31

Filed2026-04-30

IEI

ISHARES TR

-11.14%

Shares16.7K

Event2026-03-31

Filed2026-04-30

EBAY

EBAY INC.

9.89%

Shares21.5K

Event2026-03-31

Filed2026-04-30

REALTY INCOME CORP

-22.33%

Shares31.8K

Event2026-03-31

Filed2026-04-30

PFG

PRINCIPAL FINANCIAL GROUP IN

131.72%

Shares21.4K

Event2026-03-31

Filed2026-04-30

RACE

FERRARI N V

121.47%

Shares5.6K

Event2026-03-31

Filed2026-04-30

PLD

PROLOGIS INC.

-5.34%

Shares14.4K

Event2026-03-31

Filed2026-04-30

USHY

ISHARES TR

-6.40%

Shares50.6K

Event2026-03-31

Filed2026-04-30

LMT

LOCKHEED MARTIN CORP

0.10%

Shares3.1K

Event2026-03-31

Filed2026-04-30

CITIGROUP INC

28.11%

Shares16.3K

Event2026-03-31

Filed2026-04-30

NFLX

NETFLIX INC.

2.77%

Shares19.2K

Event2026-03-31

Filed2026-04-30

IEMG

ISHARES INC

3.49%

Shares26.3K

Event2026-03-31

Filed2026-04-30

PSX

PHILLIPS 66

0.45%

Shares10.1K

Event2026-03-31

Filed2026-04-30

SAN

BANCO SANTANDER SA

-4.83%

Shares162.4K

Event2026-03-31

Filed2026-04-30

SHEL

SHELL PLC

99.10%

Shares19.6K

Event2026-03-31

Filed2026-04-30

AMT

AMERICAN TOWER CORP

499.04%

Shares10.6K

Event2026-03-31

Filed2026-04-30

FISERV INC

53.67%

Shares32.4K

Event2026-03-31

Filed2026-04-30

INTC

INTEL CORP

1.96%

Shares40.9K

Event2026-03-31

Filed2026-04-30

CSGP

COSTAR GROUP INC

77.33%

Shares43.9K

Event2026-03-31

Filed2026-04-30

MTB

M & T BK CORP

142.75%

Shares8.4K

Event2026-03-31

Filed2026-04-30

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares24.4K

Event2026-03-31

Filed2026-04-30

ACI

ALBERTSONS COS INC

200.41%

Shares99.7K

Event2026-03-31

Filed2026-04-30

ECL

ECOLAB INC

-3.61%

Shares6.4K

Event2026-03-31

Filed2026-04-30

NOW

SERVICENOW INC

66.41%

Shares15.8K

Event2026-03-31

Filed2026-04-30

MSCI

MSCI INC

-2.04%

Shares3.1K

Event2026-03-31

Filed2026-04-30

NATIONAL GRID PLC

-29.12%

Shares19.5K

Event2026-03-31

Filed2026-04-30

ABT

ABBOTT LABORATORIES

-25.96%

Shares15.9K

Event2026-03-31

Filed2026-04-30

TJX

TJX COS INC NEW

-0.19%

Shares10.2K

Event2026-03-31

Filed2026-04-30

NTRS

NORTHERN TR CORP

-12.51%

Shares11.6K

Event2026-03-31

Filed2026-04-30

LINDE PLC

3.12%

Shares3.3K

Event2026-03-31

Filed2026-04-30

OWL

BLUE OWL CAPITAL INC

4.95%

Shares175.1K

Event2026-03-31

Filed2026-04-30

JBL

JABIL INC

-40.67%

Shares6.0K

Event2026-03-31

Filed2026-04-30

DVY

ISHARES TR

0.68%

Shares10.5K

Event2026-03-31

Filed2026-04-30

AT&T INC

-3.65%

Shares54.9K

Event2026-03-31

Filed2026-04-30

IEUR

ISHARES TR

1.84%

Shares22.6K

Event2026-03-31

Filed2026-04-30

AVDV

AMERICAN CENTY ETF TR

1.20%

Shares15.7K

Event2026-03-31

Filed2026-04-30

CLMB

CLIMB GLOBAL SOLUTIONS INC

New

Shares78.6K

Event2026-03-31

Filed2026-04-30

XLP

SELECT SECTOR SPDR TR

3.84%

Shares19.0K

Event2026-03-31

Filed2026-04-30

VRIG

INVESCO ACTIVELY MANAGED EXC

9.16%

Shares62.0K

Event2026-03-31

Filed2026-04-30

IJK

ISHARES TR

-1.71%

Shares15.3K

Event2026-03-31

Filed2026-04-30

BMY

BRISTOL-MYERS SQUIBB CO

-8.01%

Shares25.3K

Event2026-03-31

Filed2026-04-30

VXUS

VANGUARD STAR FDS

13.14%

Shares19.7K

Event2026-03-31

Filed2026-04-30

VMBS

VANGUARD SCOTTSDALE FDS

-3.35%

Shares32.1K

Event2026-03-31

Filed2026-04-30

ITW

ILLINOIS TOOL WKS INC

1.60%

Shares5.8K

Event2026-03-31

Filed2026-04-30

DHR

DANAHER CORP DEL

-0.52%

Shares7.9K

Event2026-03-31

Filed2026-04-30

ACCENTURE PLC IRELAND

44.05%

Shares7.5K

Event2026-03-31

Filed2026-04-30

AMCOR PLC

New

Shares37.2K

Event2026-03-31

Filed2026-04-30

ZTS

ZOETIS INC

245.09%

Shares12.5K

Event2026-03-31

Filed2026-04-30

TRP

TC ENERGY CORP

-0.63%

Shares23.4K

Event2026-03-31

Filed2026-04-30

EMR

EMERSON ELEC CO

-6.89%

Shares11.2K

Event2026-03-31

Filed2026-04-30

ADI

ANALOG DEVICES INC

-0.74%

Shares4.5K

Event2026-03-31

Filed2026-04-30

TROW

PRICE T ROWE GROUP INC

7.76%

Shares15.7K

Event2026-03-31

Filed2026-04-30

SDY

SPDR SERIES TRUST

3.87%

Shares9.7K

Event2026-03-31

Filed2026-04-30

TPB

TURNING PT BRANDS INC

New

Shares16.2K

Event2026-03-31

Filed2026-04-30

GOVT

ISHARES TR

10.21%

Shares61.4K

Event2026-03-31

Filed2026-04-30

WEC ENERGY GROUP INC

105.10%

Shares12.1K

Event2026-03-31

Filed2026-04-30

KROGER CO

146.04%

Shares19.3K

Event2026-03-31

Filed2026-04-30

SEI

SOLARIS ENERGY INFRAS INC

New

Shares24.6K

Event2026-03-31

Filed2026-04-30

ECVT

ECOVYST INC

New

Shares107.6K

Event2026-03-31

Filed2026-04-30

THE CIGNA GROUP

25.23%

Shares5.1K

Event2026-03-31

Filed2026-04-30

AZZ

AZZ INC

New

Shares10.9K

Event2026-03-31

Filed2026-04-30

RELX

RELX PLC

7.33%

Shares40.9K

Event2026-03-31

Filed2026-04-30

MDLZ

MONDELEZ INTL INC

167.90%

Shares23.5K

Event2026-03-31

Filed2026-04-30

NOC

NORTHROP GRUMMAN CORP

-0.25%

Shares2.0K

Event2026-03-31

Filed2026-04-30

BLACKROCK INC

3.38%

Shares1.4K

Event2026-03-31

Filed2026-04-30

MKC

MCCORMICK & CO INC

-6.11%

Shares26.2K

Event2026-03-31

Filed2026-04-30

SBUX

STARBUCKS CORP

27.12%

Shares14.7K

Event2026-03-31

Filed2026-04-30

MAR

MARRIOTT INTL INC NEW

0.05%

Shares4.0K

Event2026-03-31

Filed2026-04-30

RGLD

ROYAL GOLD INC

55.19%

Shares5.2K

Event2026-03-31

Filed2026-04-30

WMB

WILLIAMS COS INC

2.94%

Shares18.0K

Event2026-03-31

Filed2026-04-30

VMC

VULCAN MATLS CO

-1.82%

Shares4.8K

Event2026-03-31

Filed2026-04-30

JMBS

JANUS DETROIT STR TR

8.10%

Shares28.9K

Event2026-03-31

Filed2026-04-30

VGK

VANGUARD INTL EQUITY INDEX F

88.56%

Shares15.7K

Event2026-03-31

Filed2026-04-30

TXN

TEXAS INSTRS INC

-27.33%

Shares6.6K

Event2026-03-31

Filed2026-04-30

AEP

AMERICAN ELEC PWR CO INC

-42.61%

Shares9.6K

Event2026-03-31

Filed2026-04-30

USMV

ISHARES TR

-4.35%

Shares13.6K

Event2026-03-31

Filed2026-04-30

SPIB

SPDR SERIES TRUST

2.56%

Shares37.5K

Event2026-03-31

Filed2026-04-30

NUE

NUCOR CORP

-16.24%

Shares7.4K

Event2026-03-31

Filed2026-04-30

VLTO

VERALTO CORP

3.27%

Shares14.0K

Event2026-03-31

Filed2026-04-30

LOW

LOWES COS INC

-0.67%

Shares5.2K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

25.65%

Shares4.7K

Event2026-03-31

Filed2026-04-30

TROX

TRONOX HOLDINGS PLC

0.00%

Shares124.1K

Event2026-03-31

Filed2026-04-30

MUB

ISHARES TR

8.59%

Shares11.2K

Event2026-03-31

Filed2026-04-30

AIG

AMERICAN INTL GROUP INC

-10.09%

Shares15.8K

Event2026-03-31

Filed2026-04-30

EFG

ISHARES TR

-49.15%

Shares10.5K

Event2026-03-31

Filed2026-04-30

BIV

VANGUARD BD INDEX FDS

12.88%

Shares15.0K

Event2026-03-31

Filed2026-04-30

CRWD

CROWDSTRIKE HLDGS INC

39.44%

Shares3.0K

Event2026-03-31

Filed2026-04-30

CBNK

CAPITAL BANCORP INC MD

New

Shares38.7K

Event2026-03-31

Filed2026-04-30

CVCO

CAVCO INDS INC DEL

New

Shares2.4K

Event2026-03-31

Filed2026-04-30

IRM

IRON MTN INC DEL

-4.39%

Shares11.3K

Event2026-03-31

Filed2026-04-30

TEX

TEREX CORP NEW

New

Shares19.5K

Event2026-03-31

Filed2026-04-30

MELI

MERCADOLIBRE INC

6.27%

Shares661

Event2026-03-31

Filed2026-04-30

XEL

XCEL ENERGY INC

-29.06%

Shares14.2K

Event2026-03-31

Filed2026-04-30

COF

CAPITAL ONE FINL CORP

-0.93%

Shares6.2K

Event2026-03-31

Filed2026-04-30

MBIN

MERCHANTS BANCORP IND

New

Shares25.8K

Event2026-03-31

Filed2026-04-30

VLO

VALERO ENERGY CORP

-50.33%

Shares4.5K

Event2026-03-31

Filed2026-04-30

PATK

PATRICK INDS INC

New

Shares10.0K

Event2026-03-31

Filed2026-04-30

AFL

AFLAC INC

-4.74%

Shares10.0K

Event2026-03-31

Filed2026-04-30

XLF

SELECT SECTOR SPDR TR

-2.09%

Shares22.3K

Event2026-03-31

Filed2026-04-30

SPYV

SPDR SERIES TRUST

-23.75%

Shares19.1K

Event2026-03-31

Filed2026-04-30

KNSL

KINSALE CAP GROUP INC

219.84%

Shares3.2K

Event2026-03-31

Filed2026-04-30

AVEM

AMERICAN CENTY ETF TR

6.00%

Shares13.3K

Event2026-03-31

Filed2026-04-30

CARR

CARRIER GLOBAL CORPORATION

154.53%

Shares18.8K

Event2026-03-31

Filed2026-04-30

ISRG

INTUITIVE SURGICAL INC

3.74%

Shares2.3K

Event2026-03-31

Filed2026-04-30

BCO

BRINKS CO

New

Shares10.1K

Event2026-03-31

Filed2026-04-30

ITOT

ISHARES TR

16.00%

Shares7.3K

Event2026-03-31

Filed2026-04-30

HEI.A

HEICO CORP NEW

-9.94%

Shares4.9K

Event2026-03-31

Filed2026-04-30

AGM

FEDERAL AGRIC MTG CORP

New

Shares7.0K

Event2026-03-31

Filed2026-04-30

VEEV

VEEVA SYS INC

21.88%

Shares5.9K

Event2026-03-31

Filed2026-04-30

HUBBELL INC

-0.24%

Shares2.1K

Event2026-03-31

Filed2026-04-30

SLF

SUN LIFE FINANCIAL INC.

-0.14%

Shares16.3K

Event2026-03-31

Filed2026-04-30

DIA

STATE STR SPDR DOW JONES IND

-9.65%

Shares2.2K

Event2026-03-31

Filed2026-04-30

UBER

UBER TECHNOLOGIES INC

8.82%

Shares14.0K

Event2026-03-31

Filed2026-04-30

SPYM

SPDR SERIES TRUST

-32.01%

Shares13.1K

Event2026-03-31

Filed2026-04-30

CEG

CONSTELLATION ENERGY CORP

8.42%

Shares3.6K

Event2026-03-31

Filed2026-04-30

SGOV

ISHARES TR

-54.61%

Shares9.8K

Event2026-03-31

Filed2026-04-30

KIM

KIMCO REALTY CORP

New

Shares43.8K

Event2026-03-31

Filed2026-04-30

KOS

KOSMOS ENERGY LTD

New

Shares352.1K

Event2026-03-31

Filed2026-04-30

BND

VANGUARD BD INDEX FDS

-0.85%

Shares13.3K

Event2026-03-31

Filed2026-04-30

CORE NATURAL RESOURCES INC

New

Shares9.3K

Event2026-03-31

Filed2026-04-30

SPYG

SPDR SERIES TRUST

-27.36%

Shares9.8K

Event2026-03-31

Filed2026-04-30

BELFB

BEL FUSE INC

New

Shares4.9K

Event2026-03-31

Filed2026-04-30

CMPO

GPGI INC

New

Shares56.0K

Event2026-03-31

Filed2026-04-30

BAH

BOOZ ALLEN HAMILTON HLDG COR

-8.27%

Shares12.3K

Event2026-03-31

Filed2026-04-30

LSTR

LANDSTAR SYS INC

New

Shares5.9K

Event2026-03-31

Filed2026-04-30

TDG

TRANSDIGM GROUP INC

8.95%

Shares816

Event2026-03-31

Filed2026-04-30

KMB

KIMBERLY-CLARK CORP

72.36%

Shares9.8K

Event2026-03-31

Filed2026-04-30

STT

STATE STR CORP

-7.87%

Shares7.4K

Event2026-03-31

Filed2026-04-30

PPL

PPL CORP

-37.45%

Shares24.6K

Event2026-03-31

Filed2026-04-30

KMI

KINDER MORGAN INC DEL

-1.05%

Shares27.9K

Event2026-03-31

Filed2026-04-30

GEO

GEO GROUP INC

New

Shares55.3K

Event2026-03-31

Filed2026-04-30

WSFS

WSFS FINL CORP

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-30

EPSN

EPSILON ENERGY LTD

New

Shares148.6K

Event2026-03-31

Filed2026-04-30

MTUS

METALLUS INC

New

Shares55.4K

Event2026-03-31

Filed2026-04-30

TECH

BIO-TECHNE CORP

70.90%

Shares17.3K

Event2026-03-31

Filed2026-04-30

APPF

APPFOLIO INC

27.49%

Shares5.6K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

0.24%

Shares3.0K

Event2026-03-31

Filed2026-04-30

MLI

MUELLER INDS INC

New

Shares7.9K

Event2026-03-31

Filed2026-04-30

MCO

MOODYS CORP

5.91%

Shares2.0K

Event2026-03-31

Filed2026-04-30

ODFL

OLD DOMINION FREIGHT LINE IN

-13.84%

Shares4.5K

Event2026-03-31

Filed2026-04-30

GILD

GILEAD SCIENCES INC

-43.97%

Shares6.3K

Event2026-03-31

Filed2026-04-30

PYPL

PAYPAL HLDGS INC

-31.61%

Shares19.1K

Event2026-03-31

Filed2026-04-30

WASTE MGMT INC DEL

4.36%

Shares3.8K

Event2026-03-31

Filed2026-04-30

WCN

WASTE CONNECTIONS INC

5.08%

Shares5.3K

Event2026-03-31

Filed2026-04-30

RELIANCE INC

-8.05%

Shares2.8K

Event2026-03-31

Filed2026-04-30

VANGUARD INTL EQUITY INDEX F

-0.22%

Shares6.2K

Event2026-03-31

Filed2026-04-30

HSY

HERSHEY CO

-1.22%

Shares4.1K

Event2026-03-31

Filed2026-04-30

IHG

INTERCONTINENTAL HOTELS GROU

-7.52%

Shares6.4K

Event2026-03-31

Filed2026-04-30

MTG

MGIC INVT CORP WIS

New

Shares32.6K

Event2026-03-31

Filed2026-04-30

ESOA

ENERGY SERVICES OF AMER CORP

0.00%

Shares65.0K

Event2026-03-31

Filed2026-04-30

SYK

STRYKER CORPORATION

3.35%

Shares2.6K

Event2026-03-31

Filed2026-04-30

VPL

VANGUARD INTL EQUITY INDEX F

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-30

MHD

BLACKROCK MUNIHOLDINGS FD IN

62.71%

Shares74.3K

Event2026-03-31

Filed2026-04-30

LNG

CHENIERE ENERGY INC

-1.93%

Shares2.9K

Event2026-03-31

Filed2026-04-30

EATON CORP PLC

3.20%

Shares2.3K

Event2026-03-31

Filed2026-04-30

IDXX

IDEXX LABS INC

7.48%

Shares1.5K

Event2026-03-31

Filed2026-04-30

XME

SPDR SERIES TRUST

New

Shares7.5K

Event2026-03-31

Filed2026-04-30

DLTR

DOLLAR TREE INC

New

Shares7.4K

Event2026-03-31

Filed2026-04-30

PTC

PTC INC

8.68%

Shares5.7K

Event2026-03-31

Filed2026-04-30

JCI

JOHNSON CONTROLS INTERNATION

52.73%

Shares6.2K

Event2026-03-31

Filed2026-04-30

HALO

HALOZYME THERAPEUTICS INC

0.49%

Shares12.4K

Event2026-03-31

Filed2026-04-30

MTUM

ISHARES TR

-24.64%

Shares3.3K

Event2026-03-31

Filed2026-04-30

COLL

COLLEGIUM PHARMACEUTICAL INC

New

Shares24.2K

Event2026-03-31

Filed2026-04-30

IUSV

ISHARES TR

1.79%

Shares7.7K

Event2026-03-31

Filed2026-04-30

EXP

EAGLE MATLS INC

New

Shares4.2K

Event2026-03-31

Filed2026-04-30

GIS

GENERAL MILLS INC

-7.34%

Shares20.9K

Event2026-03-31

Filed2026-04-30

WST

WEST PHARMACEUTICAL SVSC INC

-7.51%

Shares3.1K

Event2026-03-31

Filed2026-04-30

IGIB

ISHARES TR

31.86%

Shares14.3K

Event2026-03-31

Filed2026-04-30

KNOWLES CORP

New

Shares29.5K

Event2026-03-31

Filed2026-04-30

CSL

CARLISLE COS INC

-34.53%

Shares2.2K

Event2026-03-31

Filed2026-04-30

CTVA

CORTEVA INC

0.61%

Shares8.9K

Event2026-03-31

Filed2026-04-30

BMO

BANK MONTREAL MEDIUM

-26.68%

Shares5.4K

Event2026-03-31

Filed2026-04-30

CCSI

CONSENSUS CLOUD SOLUTIONS IN

New

Shares30.9K

Event2026-03-31

Filed2026-04-30

CRTO

CRITEO S A

New

Shares40.6K

Event2026-03-31

Filed2026-04-30

DOMINION ENERGY INC

1.47%

Shares11.8K

Event2026-03-31

Filed2026-04-30

DVN

DEVON ENERGY CORP NEW

New

Shares14.4K

Event2026-03-31

Filed2026-04-30

CPRT

COPART INC

282.99%

Shares21.7K

Event2026-03-31

Filed2026-04-30

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-30

EPR

EPR PPTYS

New

Shares14.2K

Event2026-03-31

Filed2026-04-30

TWLO

TWILIO INC

-49.71%

Shares5.6K

Event2026-03-31

Filed2026-04-30

HLMN

HILLMAN SOLUTIONS CORP

New

Shares84.6K

Event2026-03-31

Filed2026-04-30

DCI

DONALDSON INC

-3.68%

Shares8.3K

Event2026-03-31

Filed2026-04-30

CRM

SALESFORCE INC

63.18%

Shares3.7K

Event2026-03-31

Filed2026-04-30

SPHQ

INVESCO EXCHANGE TRADED FD T

-0.43%

Shares9.2K

Event2026-03-31

Filed2026-04-30

SNPS

SYNOPSYS INC

14.68%

Shares1.7K

Event2026-03-31

Filed2026-04-30

ADP

AUTOMATIC DATA PROCESSING IN

-14.32%

Shares3.4K

Event2026-03-31

Filed2026-04-30

FSLR

FIRST SOLAR INC

-0.63%

Shares3.5K

Event2026-03-31

Filed2026-04-30

ATNI

ATN INTL INC

New

Shares25.3K

Event2026-03-31

Filed2026-04-30

DIS

DISNEY WALT CO

2.87%

Shares7.1K

Event2026-03-31

Filed2026-04-30

VGT

VANGUARD WORLD FD

-2.11%

Shares973

Event2026-03-31

Filed2026-04-30

SBR

SABINE RTY TR

-5.26%

Shares9.0K

Event2026-03-31

Filed2026-04-30

REGIONS FINANCIAL CORP NEW

-11.21%

Shares25.9K

Event2026-03-31

Filed2026-04-30

CIEN

CIENA CORP

2.30%

Shares1.7K

Event2026-03-31

Filed2026-04-30

SEAGATE TECHNOLOGY HLDNGS PL

-12.95%

Shares1.7K

Event2026-03-31

Filed2026-04-30

TYL

TYLER TECHNOLOGIES INC

8.13%

Shares2.0K

Event2026-03-31

Filed2026-04-30

HBAN

HUNTINGTON BANCSHARES INC

1.63%

Shares42.5K

Event2026-03-31

Filed2026-04-30

IGSB

ISHARES TR

6.08%

Shares12.7K

Event2026-03-31

Filed2026-04-30

IWB

ISHARES TR

6.84%

Shares1.9K

Event2026-03-31

Filed2026-04-30

BLCO

BAUSCH PLUS LOMB CORP

New

Shares41.5K

Event2026-03-31

Filed2026-04-30

GSM

FERROGLOBE PLC

New

Shares160.2K

Event2026-03-31

Filed2026-04-30

COIN

COINBASE GLOBAL INC

-57.63%

Shares3.8K

Event2026-03-31

Filed2026-04-30

SLV

ISHARES SILVER TR

-12.12%

Shares9.6K

Event2026-03-31

Filed2026-04-30

SEA LTD

12.83%

Shares7.9K

Event2026-03-31

Filed2026-04-30

IBN

ICICI BANK LIMITED

22.42%

Shares25.1K

Event2026-03-31

Filed2026-04-30

CDNS

CADENCE DESIGN SYSTEM INC

1.85%

Shares2.3K

Event2026-03-31

Filed2026-04-30

IRMD

IRADIMED CORP

New

Shares6.6K

Event2026-03-31

Filed2026-04-30

ALC

ALCON AG

-9.22%

Shares8.4K

Event2026-03-31

Filed2026-04-30

EQIX

EQUINIX INC

-31.78%

Shares644

Event2026-03-31

Filed2026-04-30

BANK NEW YORK MELLON CORP

-67.80%

Shares5.3K

Event2026-03-31

Filed2026-04-30

ABNB

AIRBNB INC

5.04%

Shares5.0K

Event2026-03-31

Filed2026-04-30

EMB

ISHARES TR

-87.00%

Shares6.7K

Event2026-03-31

Filed2026-04-30

DELL

DELL TECHNOLOGIES INC

-0.74%

Shares3.8K

Event2026-03-31

Filed2026-04-30

NYAX

NAYAX LTD

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-30

TOTL

SSGA ACTIVE ETF TR

32.28%

Shares15.4K

Event2026-03-31

Filed2026-04-30

HP INC

-3.70%

Shares31.8K

Event2026-03-31

Filed2026-04-30

MTD

METTLER TOLEDO INTERNATIONAL

5.90%

Shares485

Event2026-03-31

Filed2026-04-30

BRKR

BRUKER CORP

New

Shares16.9K

Event2026-03-31

Filed2026-04-30

CBT

CABOT CORP

New

Shares7.9K

Event2026-03-31

Filed2026-04-30

MKL

MARKEL GROUP INC

0.65%

Shares310

Event2026-03-31

Filed2026-04-30

RYDER SYS INC

-3.63%

Shares2.9K

Event2026-03-31

Filed2026-04-30

OZK

BANK OZK LITTLE ROCK ARK

New

Shares12.9K

Event2026-03-31

Filed2026-04-30

GWW

WW GRAINGER INC

-2.88%

Shares540

Event2026-03-31

Filed2026-04-30

MSI

MOTOROLA SOLUTIONS INC

0.89%

Shares1.4K

Event2026-03-31

Filed2026-04-30

GSHD

GOOSEHEAD INS INC

21.77%

Shares13.8K

Event2026-03-31

Filed2026-04-30

MMM

3M CO

0.20%

Shares4.0K

Event2026-03-31

Filed2026-04-30

CF INDUSTRIES HOLD

-11.31%

Shares4.5K

Event2026-03-31

Filed2026-04-30

PANW

PALO ALTO NETWORKS INC

32.94%

Shares3.6K

Event2026-03-31

Filed2026-04-30

PAVE

GLOBAL X FDS

New

Shares11.5K

Event2026-03-31

Filed2026-04-30

LHX

L3HARRIS TECHNOLOGIES INC

-3.11%

Shares1.7K

Event2026-03-31

Filed2026-04-30

IPGP

IPG PHOTONICS CORP

New

Shares5.1K

Event2026-03-31

Filed2026-04-30

TRANE TECHNOLOGIES PLC

-0.80%

Shares1.4K

Event2026-03-31

Filed2026-04-30

MGMT

UNIFIED SER TR

New

Shares12.6K

Event2026-03-31

Filed2026-04-30

IWO

ISHARES TR

0.11%

Shares1.8K

Event2026-03-31

Filed2026-04-30

VOT

VANGUARD INDEX FDS

0.05%

Shares2.2K

Event2026-03-31

Filed2026-04-30

PHIN

PHINIA INC

New

Shares8.3K

Event2026-03-31

Filed2026-04-30

XLV

SELECT SECTOR SPDR TR

-15.63%

Shares3.8K

Event2026-03-31

Filed2026-04-30

AER

AERCAP HOLDINGS NV

5.29%

Shares4.1K

Event2026-03-31

Filed2026-04-30

XLU

SELECT SECTOR SPDR TR

-20.25%

Shares12.2K

Event2026-03-31

Filed2026-04-30

ROK

ROCKWELL AUTOMATION INC

-2.21%

Shares1.5K

Event2026-03-31

Filed2026-04-30

ENTG

ENTEGRIS INC

-7.48%

Shares4.7K

Event2026-03-31

Filed2026-04-30

SHY

ISHARES TR

48.15%

Shares6.7K

Event2026-03-31

Filed2026-04-30

IMKTA

INGLES MKTS INC

New

Shares6.1K

Event2026-03-31

Filed2026-04-30

PRU

PRUDENTIAL FINL INC

63.94%

Shares5.6K

Event2026-03-31

Filed2026-04-30

CVS

CVS HEALTH CORP

0.82%

Shares7.5K

Event2026-03-31

Filed2026-04-30

IXUS

ISHARES TR

-5.24%

Shares6.2K

Event2026-03-31

Filed2026-04-30

GENPACT LIMITED

18.24%

Shares14.3K

Event2026-03-31

Filed2026-04-30

IPKW

INVESCO EXCH TRADED FD TR II

0.93%

Shares9.3K

Event2026-03-31

Filed2026-04-30

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares10.3K

Event2026-03-31

Filed2026-04-30

WPM

WHEATON PRECIOUS METALS CORP

0.96%

Shares4.0K

Event2026-03-31

Filed2026-04-30

VOE

VANGUARD INDEX FDS

-0.18%

Shares2.8K

Event2026-03-31

Filed2026-04-30

IVE

ISHARES TR

3.91%

Shares2.4K

Event2026-03-31

Filed2026-04-30

IVW

ISHARES TR

-5.55%

Shares4.6K

Event2026-03-31

Filed2026-04-30

ASIX

ADVANSIX INC

New

Shares21.1K

Event2026-03-31

Filed2026-04-30

DLR

DIGITAL RLTY TR INC

-38.73%

Shares2.8K

Event2026-03-31

Filed2026-04-30

MPWR

MONOLITHIC PWR SYS INC

-33.09%

Shares459

Event2026-03-31

Filed2026-04-30

BRO

BROWN & BROWN INC

6.26%

Shares7.6K

Event2026-03-31

Filed2026-04-30

SPGM

SPDR INDEX SHS FDS

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-30

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares792

Event2026-03-31

Filed2026-04-30

RCMT

RCM TECHNOLOGIES INC

New

Shares25.5K

Event2026-03-31

Filed2026-04-30

APD

AIR PRODUCTS AND CHEMICALS I

-5.15%

Shares1.7K

Event2026-03-31

Filed2026-04-30

NU HLDGS LTD

-10.97%

Shares33.9K

Event2026-03-31

Filed2026-04-30

EPD

ENTERPRISE PRODS PARTNERS L

36.76%

Shares12.8K

Event2026-03-31

Filed2026-04-30

RGEN

REPLIGEN CORP

6.84%

Shares4.1K

Event2026-03-31

Filed2026-04-30

VST

VISTRA CORP

-0.50%

Shares3.2K

Event2026-03-31

Filed2026-04-30

SITE

SITEONE LANDSCAPE SUPPLY INC

0.59%

Shares3.6K

Event2026-03-31

Filed2026-04-30

INTU

INTUIT

-25.44%

Shares1.1K

Event2026-03-31

Filed2026-04-30

MCHP

MICROCHIP TECHNOLOGY INC.

1.95%

Shares7.3K

Event2026-03-31

Filed2026-04-30

QDEL

QUIDELORTHO CORP

New

Shares28.4K

Event2026-03-31

Filed2026-04-30

STIP

ISHARES TR

5.49%

Shares4.4K

Event2026-03-31

Filed2026-04-30

CGBD

CARLYLE SECURED LENDING INC

-8.30%

Shares42.0K

Event2026-03-31

Filed2026-04-30

GBTG

GLOBAL BUSINESS TRAVEL GROUP

New

Shares82.1K

Event2026-03-31

Filed2026-04-30

SPGI

S&P GLOBAL INC

1.04%

Shares1.1K

Event2026-03-31

Filed2026-04-30

BSX

BOSTON SCIENTIFIC CORP

-41.19%

Shares7.2K

Event2026-03-31

Filed2026-04-30

TORONTO DOMINION BK ONT

0.02%

Shares4.7K

Event2026-03-31

Filed2026-04-30

QXO

QXO INC

1.86%

Shares22.7K

Event2026-03-31

Filed2026-04-30

PVAL

PUTNAM ETF TRUST

0.07%

Shares9.5K

Event2026-03-31

Filed2026-04-30

WDC

WESTERN DIGITAL CORP

-2.81%

Shares1.6K

Event2026-03-31

Filed2026-04-30

TMUS

T-MOBILE US INC

0.34%

Shares2.1K

Event2026-03-31

Filed2026-04-30

ATRO

ASTRONICS CORP

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-30

BNDX

VANGUARD CHARLOTTE FDS

-0.20%

Shares9.1K

Event2026-03-31

Filed2026-04-30

VTEB

VANGUARD MUN BD FDS

-55.26%

Shares8.6K

Event2026-03-31

Filed2026-04-30

DEERE & CO

-2.07%

Shares757

Event2026-03-31

Filed2026-04-30

FORD MTR CO

-0.36%

Shares36.7K

Event2026-03-31

Filed2026-04-30

CASS

CASS INFORMATION SYS INC

New

Shares9.6K

Event2026-03-31

Filed2026-04-30

VRSN

VERISIGN INC

-3.68%

Shares1.7K

Event2026-03-31

Filed2026-04-30

SSO

PROSHARES TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-30

FELG

FIDELITY COVINGTON TRUST

-0.12%

Shares11.2K

Event2026-03-31

Filed2026-04-30

EMXC

ISHARES INC

-26.61%

Shares5.3K

Event2026-03-31

Filed2026-04-30

SPSC

SPS COMM INC

New

Shares7.4K

Event2026-03-31

Filed2026-04-30

EXC

EXELON CORP

-2.81%

Shares8.4K

Event2026-03-31

Filed2026-04-30

SPSM

SPDR SERIES TRUST

-0.62%

Shares8.5K

Event2026-03-31

Filed2026-04-30

VGLT

VANGUARD SCOTTSDALE FDS

3.18%

Shares7.3K

Event2026-03-31

Filed2026-04-30

CRH PLC

-28.79%

Shares3.8K

Event2026-03-31

Filed2026-04-30

APTIV PLC

-5.38%

Shares5.8K

Event2026-03-31

Filed2026-04-30

ORLY

OREILLY AUTOMOTIVE INC

7.02%

Shares4.3K

Event2026-03-31

Filed2026-04-30

FND

FLOOR & DECOR HLDGS INC

120.17%

Shares7.8K

Event2026-03-31

Filed2026-04-30

MTZ

MASTEC INC

8.33%

Shares1.2K

Event2026-03-31

Filed2026-04-30

CWEN

CLEARWAY ENERGY INC

-0.49%

Shares10.0K

Event2026-03-31

Filed2026-04-30

MQY

BLACKROCK MUNIYILD QULT FD I

New

Shares35.6K

Event2026-03-31

Filed2026-04-30

VHT

VANGUARD WORLD FD

-0.42%

Shares1.4K

Event2026-03-31

Filed2026-04-30

SCHV

SCHWAB STRATEGIC TR

0.45%

Shares12.7K

Event2026-03-31

Filed2026-04-30

EXTR

EXTREME NETWORKS INC

New

Shares25.3K

Event2026-03-31

Filed2026-04-30

XLI

SELECT SECTOR SPDR TR

10.10%

Shares2.4K

Event2026-03-31

Filed2026-04-30

DOW

DOW HLDGS INC

0.07%

Shares9.1K

Event2026-03-31

Filed2026-04-30

NVT

NVENT ELEC PLC

0.69%

Shares3.2K

Event2026-03-31

Filed2026-04-30

BKNG

BOOKING HOLDINGS INC

-1.12%

Shares88

Event2026-03-31

Filed2026-04-30

VBR

VANGUARD INDEX FDS

0.24%

Shares1.7K

Event2026-03-31

Filed2026-04-30

TRIP

TRIPADVISOR INC

New

Shares34.6K

Event2026-03-31

Filed2026-04-30

FERGUSON ENTERPRISES INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-30

OXY

OCCIDENTAL PETE CORP

-3.49%

Shares5.6K

Event2026-03-31

Filed2026-04-30

HAL

HALLIBURTON CO

23.81%

Shares9.4K

Event2026-03-31

Filed2026-04-30

ESBA

EMPIRE ST RLTY OP L P

New

Shares72.3K

Event2026-03-31

Filed2026-04-30

FIS

FIDELITY NATL INFORMATION SV

-56.79%

Shares7.8K

Event2026-03-31

Filed2026-04-30

QNITY ELECTRONICS INC

-4.89%

Shares3.1K

Event2026-03-31

Filed2026-04-30

CSX

CSX CORP

-5.96%

Shares8.8K

Event2026-03-31

Filed2026-04-30

QQEW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-30

HDV

ISHARES TR

19.94%

Shares2.6K

Event2026-03-31

Filed2026-04-30

BSCQ

INVESCO EXCH TRD SLF IDX FD

-7.55%

Shares18.3K

Event2026-03-31

Filed2026-04-30

VRT

VERTIV HOLDINGS CO

New

Shares1.4K

Event2026-03-31

Filed2026-04-30

COLGATE PALMOLIVE CO

0.68%

Shares4.2K

Event2026-03-31

Filed2026-04-30

GSK PLC

-78.15%

Shares6.4K

Event2026-03-31

Filed2026-04-30

HYMB

SPDR SERIES TRUST

12.53%

Shares14.3K

Event2026-03-31

Filed2026-04-30

IVT

INVENTRUST PPTYS CORP

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-30

BROOKFIELD CORP

2.32%

Shares8.7K

Event2026-03-31

Filed2026-04-30

IGF

ISHARES TR

1.42%

Shares5.2K

Event2026-03-31

Filed2026-04-30

MTSI

MACOM TECH SOLUTIONS HLDGS I

-1.32%

Shares1.6K

Event2026-03-31

Filed2026-04-30

GWRE

GUIDEWIRE SOFTWARE INC

83.83%

Shares2.3K

Event2026-03-31

Filed2026-04-30

IYW

ISHARES TR

-0.84%

Shares1.9K

Event2026-03-31

Filed2026-04-30

Call Option Holdings

COIN Call CallCOINBASE GLOBAL INC15.0K shares-32.43%2026-03-312026-04-30

ALPHABET INC Call CallALPHABET INC3.0K sharesnew addition2026-03-312026-04-30

TECK Call CallTECK RESOURCES LTD8.0K sharesnew addition2026-03-312026-04-30

WHR Call CallWHIRLPOOL CORP6.5K sharesnew addition2026-03-312026-04-30

UBER Call CallUBER TECHNOLOGIES INC3.5K sharesnew addition2026-03-312026-04-30

FIX Call CallCOMFORT SYS USA INC100 sharesnew addition2026-03-312026-04-30

LMT Call CallLOCKHEED MARTIN CORP200 sharesnew addition2026-03-312026-04-30

COST Call CallCOSTCO WHOLESALE CORPORATION100 sharesnew addition2026-03-312026-04-30

PLTR Call CallPALANTIR TECHNOLOGIES INC500 sharesnew addition2026-03-312026-04-30

NVDA Call CallNVIDIA CORPORATION200 sharesnew addition2026-03-312026-04-30

SLV Call CallISHARES SILVER TR200 sharesnew addition2026-03-312026-04-30

COIN Call

COINBASE GLOBAL INC

-32.43%

Shares15.0K

Event2026-03-31

Filed2026-04-30

ALPHABET INC Call

ALPHABET INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-30

TECK Call

TECK RESOURCES LTD

New

Shares8.0K

Event2026-03-31

Filed2026-04-30

WHR Call

WHIRLPOOL CORP

New

Shares6.5K

Event2026-03-31

Filed2026-04-30

UBER Call

UBER TECHNOLOGIES INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-30

FIX Call

COMFORT SYS USA INC

New

Shares100

Event2026-03-31

Filed2026-04-30

LMT Call

LOCKHEED MARTIN CORP

New

Shares200

Event2026-03-31

Filed2026-04-30

COST Call

COSTCO WHOLESALE CORPORATION

New

Shares100

Event2026-03-31

Filed2026-04-30

PLTR Call

PALANTIR TECHNOLOGIES INC

New

Shares500

Event2026-03-31

Filed2026-04-30

NVDA Call

NVIDIA CORPORATION

New

Shares200

Event2026-03-31

Filed2026-04-30

SLV Call

ISHARES SILVER TR

New

Shares200

Event2026-03-31

Filed2026-04-30

Put Option Holdings

No put option holdings data available