Sponsored

The Analysis of WELCH & FORBES LLC's Holdings & P&L

Currently, WELCH & FORBES LLC holds 368 types of securities in its portfolio with a total value $7.7B. In the most recent quarter, they have increased their positions in NFLX (+115.1K shares, valued at $11.1M), PANW (+66.1K shares, valued at $10.6M), NOW (+58.7K shares, valued at $6.1M); decreased their positions in NVDA (-240.9K shares, valued at $42.0M), ADBE (-63.0K shares, valued at $15.3M), SPY (-10.5K shares, valued at $6.8M); initiated new positions in EPD (+29.3K shares, valued at $1.1M), DOW (+5.8K shares, valued at $243.2K), FDX (+666 shares, valued at $237.2K).

1M P&L

+122.8M+1.70%

3M P&L

-45.4M-0.62%

HY P&L

+141.2M+1.96%

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

1Semiconductors579.9M

8.3%

2N/A471.5M

6.8%

3Drug Manufacturers - General427.7M

6.1%

Top Industries by Stock Count

1N/A79 stocks

23.4%

2Specialty Industrial Machinery12 stocks

3.6%

3Software - Application11 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION3.1M shares-7.22%2026-03-312026-05-01

AAPL APPLE INC1.7M shares-1.31%2026-03-312026-05-01

ALPHABET INC ALPHABET INC1.2M shares-1.22%2026-03-312026-05-01

MSFT MICROSOFT CORP881.6K shares-0.66%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC2.8M shares-1.31%2026-03-312026-05-01

V VISA INC719.6K shares-0.85%2026-03-312026-05-01

RTX RTX CORPORATION1.1M shares-2.55%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO652.9K shares-1.96%2026-03-312026-05-01

Sponsored

SYK STRYKER CORPORATION509.1K shares-0.67%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION161.4K shares-0.60%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON657.5K shares-1.88%2026-03-312026-05-01

LLY ELI LILLY & CO168.2K shares0.25%2026-03-312026-05-01

HD HOME DEPOT INC428.7K shares0.05%2026-03-312026-05-01

CB CHUBB LTD SWITZ386.8K shares-1.83%2026-03-312026-05-01

ECL ECOLAB INC470.4K shares-0.36%2026-03-312026-05-01

TJX TJX COS INC NEW772.0K shares-0.77%2026-03-312026-05-01

Sponsored

AMZN AMAZON COM INC568.0K shares0.85%2026-03-312026-05-01

ALPHABET INC ALPHABET INC409.4K shares-2.77%2026-03-312026-05-01

DHR DANAHER CORP DEL612.7K shares-1.02%2026-03-312026-05-01

PG PROCTER & GAMBLE CO763.9K shares-0.57%2026-03-312026-05-01

MDY STATE STR SPDR S&P MIDCAP 40161.6K shares-3.12%2026-03-312026-05-01

VRTX VERTEX PHARMACEUTICALS INC219.7K shares0.67%2026-03-312026-05-01

IDXX IDEXX LABS INC168.2K shares-0.06%2026-03-312026-05-01

MCD MCDONALDS CORP304.0K shares-0.79%2026-03-312026-05-01

Sponsored

CVX CHEVRON CORPORATION400.5K shares-1.76%2026-03-312026-05-01

AMP AMERIPRISE FINL INC173.5K shares-0.24%2026-03-312026-05-01

META META PLATFORMS INC134.0K shares3.03%2026-03-312026-05-01

WSO WATSCO INC209.8K shares-0.43%2026-03-312026-05-01

ABBV ABBVIE INC343.6K shares-0.67%2026-03-312026-05-01

BROADCOM INC BROADCOM INC241.4K shares5.17%2026-03-312026-05-01

MTD METTLER TOLEDO INTERNATIONAL58.8K shares-0.91%2026-03-312026-05-01

RMD RESMED INC326.4K shares-0.60%2026-03-312026-05-01

Sponsored

IRM IRON MTN INC DEL652.1K shares-0.65%2026-03-312026-05-01

WMT WALMART INC523.1K shares-2.27%2026-03-312026-05-01

ABT ABBOTT LABORATORIES629.8K shares-0.33%2026-03-312026-05-01

PEP PEPSICO INC416.0K shares-3.07%2026-03-312026-05-01

ROP ROPER TECHNOLOGIES INC180.1K shares-7.38%2026-03-312026-05-01

AJG GALLAGHER ARTHUR J & CO293.3K shares-0.34%2026-03-312026-05-01

NEE NEXTERA ENERGY INC675.4K shares-0.09%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS970.4K shares0.31%2026-03-312026-05-01

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL117.5K shares-0.92%2026-03-312026-05-01

LECO LINCOLN ELEC HLDGS INC209.9K shares-1.29%2026-03-312026-05-01

LINDE PLC LINDE PLC105.3K shares0.67%2026-03-312026-05-01

XYL XYLEM INC413.9K shares2.99%2026-03-312026-05-01

CSCO CISCO SYS INC633.5K shares-1.39%2026-03-312026-05-01

XOM EXXON MOBIL CORP285.0K shares-1.40%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC300.6K shares28.21%2026-03-312026-05-01

LHX L3HARRIS TECHNOLOGIES INC138.1K shares-1.98%2026-03-312026-05-01

Sponsored

BAC BANK AMERICA CORP976.6K shares-1.35%2026-03-312026-05-01

CSL CARLISLE COS INC140.5K shares6.80%2026-03-312026-05-01

BKNG BOOKING HOLDINGS INC10.9K shares2.02%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN224.0K shares-1.12%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC88.9K shares-0.17%2026-03-312026-05-01

EMLP FIRST TR EXCHANGE-TRADED FD996.0K shares-4.29%2026-03-312026-05-01

AOS SMITH A O CORP579.8K shares-1.03%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC317.4K shares-1.51%2026-03-312026-05-01

Sponsored

CHD CHURCH & DWIGHT CO INC378.9K shares-6.98%2026-03-312026-05-01

AFL AFLAC INC317.0K shares-1.32%2026-03-312026-05-01

PAYX PAYCHEX INC362.1K shares-1.73%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC652.3K shares-1.87%2026-03-312026-05-01

CTAS CINTAS CORP190.4K shares-0.05%2026-03-312026-05-01

DOV DOVER CORP143.4K shares-0.51%2026-03-312026-05-01

NOW SERVICENOW INC284.9K shares25.95%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T45.6K shares-18.75%2026-03-312026-05-01

Sponsored

GSK PLC GSK PLC518.6K shares0.00%2026-03-312026-05-01

FTSL FIRST TR EXCHANGE-TRADED FD631.9K shares-9.34%2026-03-312026-05-01

FI FISERV INC506.4K shares-9.15%2026-03-312026-05-01

EQIX EQUINIX INC25.8K shares2.44%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO81.8K shares-6.28%2026-03-312026-05-01

CMI CUMMINS INC42.8K shares-3.51%2026-03-312026-05-01

MCO MOODYS CORP50.8K shares1.16%2026-03-312026-05-01

TSCO TRACTOR SUPPLY CO477.9K shares-2.04%2026-03-312026-05-01

Sponsored

KO COCA COLA CO281.1K shares-0.87%2026-03-312026-05-01

OTIS OTIS WORLDWIDE CORP245.7K shares-0.37%2026-03-312026-05-01

SHOP SHOPIFY INC153.5K shares0.39%2026-03-312026-05-01

OMC OMNICOM GROUP INC238.4K shares-5.60%2026-03-312026-05-01

QCOM QUALCOMM INC138.3K shares-1.27%2026-03-312026-05-01

KMX CARMAX INC426.8K shares-4.42%2026-03-312026-05-01

PFF ISHARES TR584.7K shares-1.63%2026-03-312026-05-01

IJR ISHARES TR141.1K shares2.30%2026-03-312026-05-01

Sponsored

GDX VANECK ETF TRUST187.2K shares-12.61%2026-03-312026-05-01

ORCL ORACLE CORP113.9K shares1.14%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND84.2K shares-4.40%2026-03-312026-05-01

UBER UBER TECHNOLOGIES INC224.0K shares-12.05%2026-03-312026-05-01

CGNX COGNEX CORP322.9K shares-2.34%2026-03-312026-05-01

EMR EMERSON ELEC CO110.5K shares-2.38%2026-03-312026-05-01

EW EDWARDS LIFESCIENCES CORP179.5K shares-1.19%2026-03-312026-05-01

EXPD EXPEDITORS INTL WASH INC100.4K shares-1.86%2026-03-312026-05-01

Sponsored

CAT CATERPILLAR INC19.0K shares-1.93%2026-03-312026-05-01

SNPS SYNOPSYS INC33.5K shares-5.81%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE45.8K shares1.10%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS53.4K shares-0.86%2026-03-312026-05-01

NFLX NETFLIX INC.118.4K shares3464.49%2026-03-312026-05-01

IVV ISHARES TR17.1K shares-6.96%2026-03-312026-05-01

MZTI MARZETTI COMPANY72.4K shares-0.17%2026-03-312026-05-01

PFE PFIZER INC346.6K shares-2.55%2026-03-312026-05-01

Sponsored

GEV GE VERNOVA INC11.1K shares1.13%2026-03-312026-05-01

APD AIR PRODUCTS AND CHEMICALS I33.3K shares-0.75%2026-03-312026-05-01

NVS NOVARTIS AG57.6K shares-5.67%2026-03-312026-05-01

AMGN AMGEN INC24.8K shares-0.34%2026-03-312026-05-01

SHW SHERWIN WILLIAMS CO27.0K shares-0.01%2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F112.6K shares1.59%2026-03-312026-05-01

ADI ANALOG DEVICES INC26.1K shares-1.33%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW61.9K shares-1.99%2026-03-312026-05-01

Sponsored

CARR CARRIER GLOBAL CORPORATION141.2K shares-0.46%2026-03-312026-05-01

ISHARES GOLD TR ISHARES GOLD TR86.9K shares0.00%2026-03-312026-05-01

SBUX STARBUCKS CORP84.6K shares-6.73%2026-03-312026-05-01

MMM 3M CO50.6K shares-0.96%2026-03-312026-05-01

PGR PROGRESSIVE CORP36.3K shares-0.43%2026-03-312026-05-01

AWK AMERICAN WTR WKS CO INC NEW49.4K shares-0.55%2026-03-312026-05-01

HLN HALEON PLC643.5K shares0.00%2026-03-312026-05-01

IWM ISHARES TR25.6K shares-8.14%2026-03-312026-05-01

Sponsored

INTC INTEL CORP142.3K shares-0.40%2026-03-312026-05-01

MA MASTERCARD INCORPORATED12.4K shares-9.54%2026-03-312026-05-01

RPM RPM INTL INC61.7K shares-5.06%2026-03-312026-05-01

LQD ISHARES TR55.9K shares-1.20%2026-03-312026-05-01

BDX BECTON DICKINSON & CO37.9K shares-7.93%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR10.1K shares2.83%2026-03-312026-05-01

MDB MONGODB INC23.6K shares0.02%2026-03-312026-05-01

VLO VALERO ENERGY CORP23.3K shares0.34%2026-03-312026-05-01

Sponsored

ITW ILLINOIS TOOL WKS INC22.1K shares0.00%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO94.3K shares0.34%2026-03-312026-05-01

TXN TEXAS INSTRS INC28.6K shares3.66%2026-03-312026-05-01

TIP ISHARES TR49.0K shares2.92%2026-03-312026-05-01

IJH ISHARES TR78.7K shares14.29%2026-03-312026-05-01

STT STATE STR CORP38.9K shares-0.13%2026-03-312026-05-01

CHKP CHECK POINT SOFTWARE TECH LT34.0K shares0.00%2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS57.8K shares-1.99%2026-03-312026-05-01

Sponsored

CMCSA COMCAST CORP NEW157.7K shares-38.03%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP7.5K shares1.68%2026-03-312026-05-01

IWO ISHARES TR14.0K shares0.00%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC9.3K shares-0.30%2026-03-312026-05-01

UNP UNION PAC CORP17.5K shares0.61%2026-03-312026-05-01

OEF ISHARES TR13.2K shares-7.21%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC41.3K shares-1.43%2026-03-312026-05-01

TD TORONTO DOMINION BK ONT43.3K shares-0.96%2026-03-312026-05-01

Sponsored

CL COLGATE PALMOLIVE CO46.8K shares-2.12%2026-03-312026-05-01

BALL BALL CORP67.4K shares-13.70%2026-03-312026-05-01

SYY SYSCO CORP55.3K shares-3.45%2026-03-312026-05-01

T AT&T INC133.3K shares0.33%2026-03-312026-05-01

CHEF CHEFS WHSE INC64.3K shares21.00%2026-03-312026-05-01

GILD GILEAD SCIENCES INC26.7K shares-0.39%2026-03-312026-05-01

ROL ROLLINS INC68.9K shares0.00%2026-03-312026-05-01

LNT ALLIANT ENERGY CORP50.3K shares0.00%2026-03-312026-05-01

Sponsored

DE DEERE & CO6.3K shares-1.47%2026-03-312026-05-01

COP CONOCOPHILLIPS26.7K shares-1.99%2026-03-312026-05-01

EOG EOG RES INC24.3K shares-7.44%2026-03-312026-05-01

WFC WELLS FARGO & CO43.9K shares-1.84%2026-03-312026-05-01

LOW LOWES COS INC14.4K shares-0.23%2026-03-312026-05-01

DIS DISNEY WALT CO34.1K shares-0.87%2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC37.8K shares-8.06%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC19.6K shares1.55%2026-03-312026-05-01

Sponsored

IWB ISHARES TR9.0K shares-0.09%2026-03-312026-05-01

SDY SPDR SERIES TRUST22.1K shares0.00%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS5.3K shares2.09%2026-03-312026-05-01

IGSB ISHARES TR60.3K shares2.16%2026-03-312026-05-01

FAST FASTENAL CO67.3K shares1.62%2026-03-312026-05-01

VO VANGUARD INDEX FDS10.5K shares0.21%2026-03-312026-05-01

FTV FORTIVE CORP54.2K shares-6.18%2026-03-312026-05-01

MPC MARATHON PETE CORP12.2K shares0.00%2026-03-312026-05-01

Sponsored

VWO VANGUARD INTL EQUITY INDEX F55.0K shares0.14%2026-03-312026-05-01

VRSK VERISK ANALYTICS INC15.6K shares-4.33%2026-03-312026-05-01

ADBE ADOBE INC12.0K shares-83.97%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR92.3K shares0.00%2026-03-312026-05-01

AGG ISHARES TR28.4K shares40.29%2026-03-312026-05-01

VTV VANGUARD INDEX FDS14.3K shares0.00%2026-03-312026-05-01

VB VANGUARD INDEX FDS10.7K shares-0.82%2026-03-312026-05-01

FPEI FIRST TR EXCH TRADED FD III140.8K shares-2.15%2026-03-312026-05-01

Sponsored

GIS GENERAL MILLS INC70.7K shares-9.26%2026-03-312026-05-01

EFA ISHARES TR26.6K shares-2.21%2026-03-312026-05-01

HUBBELL INC HUBBELL INC5.1K shares1.19%2026-03-312026-05-01

PH PARKER-HANNIFIN CORP2.6K shares4.35%2026-03-312026-05-01

THE CIGNA GROUP THE CIGNA GROUP8.7K shares-0.21%2026-03-312026-05-01

IWF ISHARES TR5.4K shares-1.40%2026-03-312026-05-01

AMAT APPLIED MATLS INC6.7K shares0.00%2026-03-312026-05-01

WAT WATERS CORP7.6K shares103.34%2026-03-312026-05-01

Sponsored

HON HONEYWELL INTL INC9.8K shares-10.78%2026-03-312026-05-01

IWR ISHARES TR22.4K shares-0.53%2026-03-312026-05-01

IEFA ISHARES TR24.1K shares68.51%2026-03-312026-05-01

EVN EATON VANCE MUN INCOME TR205.8K shares0.00%2026-03-312026-05-01

INTU INTUIT4.8K shares-1.55%2026-03-312026-05-01

NOC NORTHROP GRUMMAN CORP3.0K shares0.13%2026-03-312026-05-01

PNC PNC FINL SVCS GROUP INC9.4K shares3.86%2026-03-312026-05-01

FTSM FIRST TR EXCHANGE-TRADED FD32.6K shares-6.87%2026-03-312026-05-01

Sponsored

CNI CANADIAN NATL RY CO18.7K shares-1.17%2026-03-312026-05-01

SPGI S&P GLOBAL INC4.4K shares-1.13%2026-03-312026-05-01

TSLA TESLA INC4.9K shares-0.12%2026-03-312026-05-01

USMV ISHARES TR19.1K shares0.00%2026-03-312026-05-01

BLACKROCK INC BLACKROCK INC1.7K shares-1.09%2026-03-312026-05-01

BLACKSTONE INC BLACKSTONE INC14.2K shares-4.07%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP16.3K shares-3.03%2026-03-312026-05-01

GLP GLOBAL PARTNERS LP37.4K shares0.00%2026-03-312026-05-01

Sponsored

NBN NORTHEAST BK PORTLAND ME14.0K shares0.00%2026-03-312026-05-01

WTS WATTS WATER TECHNOLOGIES INC5.3K shares0.00%2026-03-312026-05-01

VSS VANGUARD INTL EQUITY INDEX F10.3K shares0.00%2026-03-312026-05-01

GLD SPDR GOLD TR3.4K shares31.90%2026-03-312026-05-01

DVY ISHARES TR9.5K shares0.37%2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.1K shares-1.83%2026-03-312026-05-01

MAS MASCO CORP23.1K shares-4.14%2026-03-312026-05-01

ALL ALLSTATE CORP6.6K shares3.11%2026-03-312026-05-01

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC11.6K shares-0.68%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC1.6K shares11.12%2026-03-312026-05-01

AMT AMERICAN TOWER CORP7.8K shares-1.28%2026-03-312026-05-01

CRM SALESFORCE INC7.0K shares-22.25%2026-03-312026-05-01

USB US BANCORP24.6K shares0.00%2026-03-312026-05-01

EEM ISHARES TR22.3K shares44.80%2026-03-312026-05-01

IWD ISHARES TR5.9K shares-17.49%2026-03-312026-05-01

HTD HANCOCK JOHN TAX-ADVANTAGED50.0K shares0.00%2026-03-312026-05-01

Sponsored

PSX PHILLIPS 666.7K shares-3.44%2026-03-312026-05-01

MO ALTRIA GROUP INC18.4K shares-7.02%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC3.3K shares-1.76%2026-03-312026-05-01

CEF SPROTT ASSET MANAGEMENT LP25.1K shares0.00%2026-03-312026-05-01

MMC MARSH & MCLENNAN COS INC6.8K shares-0.80%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC5.8K shares2.85%2026-03-312026-05-01

WM WASTE MGMT INC DEL5.0K shares-39.86%2026-03-312026-05-01

GM GENERAL MTRS CO15.2K shares-12.32%2026-03-312026-05-01

Sponsored

EPD ENTERPRISE PRODS PARTNERS L29.3K sharesnew addition2026-03-312026-05-01

XLK SELECT SECTOR SPDR TR8.1K shares5.20%2026-03-312026-05-01

CVS CVS HEALTH CORP14.5K shares-15.68%2026-03-312026-05-01

ASML ASML HLDG NV761 shares1.47%2026-03-312026-05-01

MKC MCCORMICK & CO INC19.5K shares13.73%2026-03-312026-05-01

VEEV VEEVA SYS INC5.6K shares-9.95%2026-03-312026-05-01

AMG AFFILIATED MANAGERS GROUP3.5K shares0.00%2026-03-312026-05-01

ICLR ICON PLC8.6K shares-54.01%2026-03-312026-05-01

Sponsored

CPRT COPART INC28.5K shares-12.32%2026-03-312026-05-01

MS MORGAN STANLEY5.7K shares-1.72%2026-03-312026-05-01

TFC TRUIST FINL CORP20.0K shares-2.53%2026-03-312026-05-01

CSX CSX CORP22.2K shares-5.03%2026-03-312026-05-01

COF CAPITAL ONE FINL CORP4.9K shares-9.80%2026-03-312026-05-01

WCN WASTE CONNECTIONS INC5.5K shares0.00%2026-03-312026-05-01

BSM BLACK STONE MINERALS L P59.0K shares0.00%2026-03-312026-05-01

BIV VANGUARD BD INDEX FDS11.2K shares2.32%2026-03-312026-05-01

Sponsored

IVW ISHARES TR7.6K shares-2.29%2026-03-312026-05-01

WST WEST PHARMACEUTICAL SVSC INC3.4K shares19.29%2026-03-312026-05-01

IJK ISHARES TR8.4K shares0.00%2026-03-312026-05-01

VTI VANGUARD INDEX FDS2.6K shares5.64%2026-03-312026-05-01

MDLZ MONDELEZ INTL INC14.4K shares-2.73%2026-03-312026-05-01

BND VANGUARD BD INDEX FDS10.8K shares-16.42%2026-03-312026-05-01

NVO NOVO-NORDISK A S21.3K shares-1.00%2026-03-312026-05-01

FORM FORMFACTOR INC8.0K shares0.00%2026-03-312026-05-01

Sponsored

TRV TRAVELERS COMPANIES INC2.6K shares0.00%2026-03-312026-05-01

UNILEVER PLC UNILEVER PLC13.3K shares-1.03%2026-03-312026-05-01

GEHC GE HEALTHCARE TECHNOLOGIES I10.5K shares1.22%2026-03-312026-05-01

VLTO VERALTO CORP8.4K shares-39.01%2026-03-312026-05-01

NEM NEWMONT CORP6.8K shares0.00%2026-03-312026-05-01

HSY HERSHEY CO3.5K shares0.00%2026-03-312026-05-01

SHEL SHELL PLC7.8K shares-1.06%2026-03-312026-05-01

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-01

Sponsored

IWN ISHARES TR3.7K shares0.00%2026-03-312026-05-01

PHYS SPROTT ASSET MANAGEMENT LP19.6K shares0.00%2026-03-312026-05-01

JKHY HENRY JACK & ASSOC INC4.2K shares-1.19%2026-03-312026-05-01

HIG HARTFORD INSURANCE GROUP INC4.8K shares0.00%2026-03-312026-05-01

CTVA CORTEVA INC7.7K shares-4.23%2026-03-312026-05-01

HWM HOWMET AEROSPACE INC2.8K shares0.00%2026-03-312026-05-01

BR BROADRIDGE FINL SOLUTIONS IN3.9K shares0.00%2026-03-312026-05-01

SO SOUTHERN CO6.3K shares-3.13%2026-03-312026-05-01

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PHO INVESCO EXCHANGE TRADED FD T9.1K shares-12.50%2026-03-312026-05-01

VHT VANGUARD WORLD FD2.2K shares0.00%2026-03-312026-05-01

RAL RALLIANT CORP14.4K shares-24.91%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC1.7K shares16.88%2026-03-312026-05-01

BP BP PLC12.4K shares4.71%2026-03-312026-05-01

ENB ENBRIDGE INC10.7K shares4.32%2026-03-312026-05-01

AEP AMERICAN ELEC PWR CO INC4.4K shares-2.22%2026-03-312026-05-01

STERIS PLC STERIS PLC2.6K shares-7.86%2026-03-312026-05-01

Sponsored

IVE ISHARES TR2.6K shares0.00%2026-03-312026-05-01

QTEC FIRST TR EXCHANGE-TRADED FD2.5K shares0.00%2026-03-312026-05-01

KKR & CO INC KKR & CO INC5.8K shares0.00%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC2.0K shares-35.70%2026-03-312026-05-01

URI UNITED RENTALS INC707 shares0.00%2026-03-312026-05-01

TGT TARGET CORP4.2K shares0.00%2026-03-312026-05-01

TER TERADYNE INC1.7K shares-42.30%2026-03-312026-05-01

WAB WABTEC2.0K shares-31.29%2026-03-312026-05-01

Sponsored

CRWD CROWDSTRIKE HLDGS INC1.3K shares0.95%2026-03-312026-05-01

PLD PROLOGIS INC.3.7K shares-14.67%2026-03-312026-05-01

GWW WW GRAINGER INC437 shares-1.13%2026-03-312026-05-01

SOXX ISHARES TR1.4K shares0.00%2026-03-312026-05-01

VGT VANGUARD WORLD FD670 shares-3.60%2026-03-312026-05-01

NKE NIKE INC8.8K shares-6.29%2026-03-312026-05-01

VUG VANGUARD INDEX FDS1.1K shares1.42%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS2.1K shares0.00%2026-03-312026-05-01

Sponsored

SMH VANECK ETF TRUST1.2K shares0.59%2026-03-312026-05-01

ZBH ZIMMER BIOMET HOLDINGS INC5.1K shares-25.40%2026-03-312026-05-01

DCI DONALDSON INC5.4K shares-9.46%2026-03-312026-05-01

NTAP NETAPP INC4.3K shares0.00%2026-03-312026-05-01

KLAC KLA CORP300 shares0.00%2026-03-312026-05-01

MUB ISHARES TR4.2K shares77.71%2026-03-312026-05-01

CEG CONSTELLATION ENERGY CORP1.6K shares4.33%2026-03-312026-05-01

ES EVERSOURCE ENERGY6.3K shares0.00%2026-03-312026-05-01

Sponsored

HIFS HINGHAM INSTN SVGS MASS1.5K shares0.00%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP4.6K shares0.00%2026-03-312026-05-01

MOAT VANECK ETF TRUST4.5K shares-0.93%2026-03-312026-05-01

AEM AGNICO EAGLE MINES LTD2.1K shares0.00%2026-03-312026-05-01

BLD TOPBUILD COR1.2K shares0.00%2026-03-312026-05-01

MTB M & T BK CORP2.0K shares0.00%2026-03-312026-05-01

DIA STATE STR SPDR DOW JONES IND911 shares0.00%2026-03-312026-05-01

KVUE KENVUE INC24.3K shares0.00%2026-03-312026-05-01

Sponsored

EBAY EBAY INC.4.5K shares0.00%2026-03-312026-05-01

IT GARTNER INC2.6K shares0.00%2026-03-312026-05-01

QNITY ELECTRONICS INC QNITY ELECTRONICS INC3.6K shares-4.62%2026-03-312026-05-01

MCK MCKESSON CORP453 shares47.56%2026-03-312026-05-01

SMBC SOUTHERN MO BANCORP INC6.0K shares-1.62%2026-03-312026-05-01

WMB WILLIAMS COS INC5.2K shares-6.27%2026-03-312026-05-01

FLOT ISHARES TR7.3K shares-3.92%2026-03-312026-05-01

EME EMCOR GROUP INC500 shares-19.22%2026-03-312026-05-01

Sponsored

ROK ROCKWELL AUTOMATION INC1.0K shares0.00%2026-03-312026-05-01

SLB SLB LIMITED6.9K shares0.00%2026-03-312026-05-01

CNQ CANADIAN NAT RES LTD MED TER7.3K shares0.00%2026-03-312026-05-01

ENTG ENTEGRIS INC3.0K shares-17.60%2026-03-312026-05-01

SPSM SPDR SERIES TRUST7.3K shares0.00%2026-03-312026-05-01

DGRO ISHARES TR5.0K shares65.68%2026-03-312026-05-01

IBB ISHARES TR2.1K shares0.00%2026-03-312026-05-01

APH AMPHENOL CORP2.7K shares0.00%2026-03-312026-05-01

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.8K shares2.46%2026-03-312026-05-01

TYL TYLER TECHNOLOGIES INC1.0K shares0.00%2026-03-312026-05-01

JILL J JILL INC29.8K shares0.00%2026-03-312026-05-01

PPG PPG INDS INC3.2K shares0.00%2026-03-312026-05-01

PEG PUBLIC SVC ENTERPRISE GROUP4.2K shares-0.17%2026-03-312026-05-01

ICE INTERCONTINENTAL EXCHANGE IN2.1K shares-0.56%2026-03-312026-05-01

NTRS NORTHERN TR CORP2.4K shares0.00%2026-03-312026-05-01

GL GLOBE LIFE INC2.4K shares0.00%2026-03-312026-05-01

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC7.1K shares-4.63%2026-03-312026-05-01

WDAY WORKDAY INC2.4K shares0.00%2026-03-312026-05-01

VXUS VANGUARD STAR FDS4.1K shares9.60%2026-03-312026-05-01

VGK VANGUARD INTL EQUITY INDEX F3.8K shares0.00%2026-03-312026-05-01

HAL HALLIBURTON CO7.6K shares0.00%2026-03-312026-05-01

TAN INVESCO EXCH TRADED FD TR II5.3K shares-32.05%2026-03-312026-05-01

FLEX FLEXTRONICS INTL LTD4.5K shares0.00%2026-03-312026-05-01

BA BOEING CO1.5K shares0.00%2026-03-312026-05-01

Sponsored

PDP INVESCO EXCHANGE TRADED FD T2.4K shares0.00%2026-03-312026-05-01

MGRC MCGRATH RENTCORP2.6K shares0.00%2026-03-312026-05-01

NSC NORFOLK SOUTHN CORP987 shares0.00%2026-03-312026-05-01

KMI KINDER MORGAN INC DEL8.3K shares-1.44%2026-03-312026-05-01

OKE ONEOK INC NEW3.0K shares0.00%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC1.8K shares0.00%2026-03-312026-05-01

ABNB AIRBNB INC2.1K shares-3.45%2026-03-312026-05-01

BARRICK MNG CORP BARRICK MNG CORP6.5K shares0.00%2026-03-312026-05-01

Sponsored

VV VANGUARD INDEX FDS884 shares0.00%2026-03-312026-05-01

BHP BHP BILLITON LIMITED3.6K shares0.00%2026-03-312026-05-01

UNM UNUM GROUP3.5K shares-1.60%2026-03-312026-05-01

HPE HEWLETT PACKARD ENTERPRISE C10.7K shares0.00%2026-03-312026-05-01

TXT TEXTRON INC2.9K shares0.00%2026-03-312026-05-01

RSG REPUBLIC SVCS INC1.1K shares-13.88%2026-03-312026-05-01

SRRK SCHOLAR ROCK HLDG CORP5.0K shares0.00%2026-03-312026-05-01

IEF ISHARES TR2.6K shares0.00%2026-03-312026-05-01

Sponsored

DOW DOW HLDGS INC5.8K sharesnew addition2026-03-312026-05-01

ESGD ISHARES TR2.5K shares0.00%2026-03-312026-05-01

D DOMINION ENERGY INC3.9K shares0.00%2026-03-312026-05-01

FDX FEDEX CORP666 sharesnew addition2026-03-312026-05-01

GPC GENUINE PARTS CO2.2K shares0.00%2026-03-312026-05-01

MPLX MPLX LP4.0K shares0.00%2026-03-312026-05-01

MET METLIFE INC3.2K shares-1.22%2026-03-312026-05-01

VNT VONTIER CORPORATION6.4K shares-2.31%2026-03-312026-05-01

Sponsored

ILMN ILLUMINA INC1.8K shares0.00%2026-03-312026-05-01

LNC LINCOLN NATL CORP IND6.0K shares0.83%2026-03-312026-05-01

EASTERLY GOVT PPTYS INC EASTERLY GOVT PPTYS INC9.9K shares0.00%2026-03-312026-05-01

NOBL PROSHARES TR2.0K shares0.66%2026-03-312026-05-01

BKLN INVESCO EXCH TRADED FD TR II10.2K shares-43.19%2026-03-312026-05-01

ITOT ISHARES TR1.5K shares0.00%2026-03-312026-05-01

EQT CORP EQT CORP3.3K sharesnew addition2026-03-312026-05-01

AME AMETEK INC962 sharesnew addition2026-03-312026-05-01

Sponsored

VDE VANGUARD WORLD FD1.2K sharesnew addition2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC603 sharesnew addition2026-03-312026-05-01

HP INC HP INC10.0K shares0.00%2026-03-312026-05-01

DNA GINKGO BIOWORKS HOLDINGS INC30.0K shares0.00%2026-03-312026-05-01

CMPX COMPASS THERAPEUTICS INC19.0K shares0.00%2026-03-312026-05-01

EXG EATON VANCE TAX-MANAGED GLOB11.5K shares0.00%2026-03-312026-05-01

MIST MILESTONE PHARMACEUTICALS IN25.0K sharesnew addition2026-03-312026-05-01

DRMA DERMATA THERAPEUTICS INC20.0K sharesnew addition2026-03-312026-05-01

Sponsored

NVDA

NVIDIA CORPORATION

-7.22%

Shares3.1M

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-1.31%

Shares1.7M

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-1.22%

Shares1.2M

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-0.66%

Shares881.6K

Event2026-03-31

Filed2026-05-01

ORLY

OREILLY AUTOMOTIVE INC

-1.31%

Shares2.8M

Event2026-03-31

Filed2026-05-01

VISA INC

-0.85%

Shares719.6K

Event2026-03-31

Filed2026-05-01

RTX

RTX CORPORATION

-2.55%

Shares1.1M

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

-1.96%

Shares652.9K

Event2026-03-31

Filed2026-05-01

SYK

STRYKER CORPORATION

-0.67%

Shares509.1K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

-0.60%

Shares161.4K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

-1.88%

Shares657.5K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

0.25%

Shares168.2K

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

0.05%

Shares428.7K

Event2026-03-31

Filed2026-05-01

CHUBB LTD SWITZ

-1.83%

Shares386.8K

Event2026-03-31

Filed2026-05-01

ECL

ECOLAB INC

-0.36%

Shares470.4K

Event2026-03-31

Filed2026-05-01

TJX

TJX COS INC NEW

-0.77%

Shares772.0K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

0.85%

Shares568.0K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-2.77%

Shares409.4K

Event2026-03-31

Filed2026-05-01

DHR

DANAHER CORP DEL

-1.02%

Shares612.7K

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

-0.57%

Shares763.9K

Event2026-03-31

Filed2026-05-01

MDY

STATE STR SPDR S&P MIDCAP 40

-3.12%

Shares161.6K

Event2026-03-31

Filed2026-05-01

VRTX

VERTEX PHARMACEUTICALS INC

0.67%

Shares219.7K

Event2026-03-31

Filed2026-05-01

IDXX

IDEXX LABS INC

-0.06%

Shares168.2K

Event2026-03-31

Filed2026-05-01

MCD

MCDONALDS CORP

-0.79%

Shares304.0K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

-1.76%

Shares400.5K

Event2026-03-31

Filed2026-05-01

AMP

AMERIPRISE FINL INC

-0.24%

Shares173.5K

Event2026-03-31

Filed2026-05-01