Sponsored
The Analysis of WHITTIER TRUST CO's Holdings & P&L
Currently, WHITTIER TRUST CO holds 1343 types of securities in its portfolio with a total value $8.9B. In the most recent quarter, they have increased their positions in LITE (+73.7K shares, valued at $56.9M), NFLX (+457.6K shares, valued at $45.3M), CBRE (+273.4K shares, valued at $37.2M); decreased their positions in NVDA (-601.5K shares, valued at $106.9M), AAPL (-114.9K shares, valued at $29.7M), LLY (-28.5K shares, valued at $26.4M); initiated new positions in FIX (+8.5K shares, valued at $12.1M), ARM (+58.8K shares, valued at $8.7M), TOL (+49.2K shares, valued at $6.8M).
1M P&L
+233.9M+2.86%
3M P&L
+251.1M+3.07%
HY P&L
+556.0M+7.07%
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/A1.9B
24.5%
2Semiconductors596.5M
7.8%
3Software - Infrastructure558.7M
7.3%
Top Industries by Stock Count
1N/A382 stocks
30.2%
2Software - Application38 stocks
3.0%
3Specialty Industrial Machinery29 stocks
2.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Solstice Advanced Materials Inc. Solstice Advanced Materials Inc.18.0K shares-74.52%2026-03-312026-04-28
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NVDA
-17.88%NVIDIA CORP
Shares2.8M
Event2026-03-31
Filed2026-04-28
AAPL
-6.27%APPLE COMPUTER
Shares1.7M
Event2026-03-31
Filed2026-04-28
ALPHABET INC.
-4.81%ALPHABET INC.
Shares1.5M
Event2026-03-31
Filed2026-04-28
MSFT
-1.58%MICROSOFT CORP
Shares974.5K
Event2026-03-31
Filed2026-04-28
AMZN
4.26%AMAZON.COM
Shares1.4M
Event2026-03-31
Filed2026-04-28
SPY
3.05%SPDR S&P 500
Shares438.1K
Event2026-03-31
Filed2026-04-28
IVV
-6.09%ISHARES S&P 500
Shares401.9K
Event2026-03-31
Filed2026-04-28
BROADCOM INC
5.60%BROADCOM INC
Shares839.5K
Event2026-03-31
Filed2026-04-28
JPM
2.26%JP MORGAN CHASE
Shares671.6K
Event2026-03-31
Filed2026-04-28
META
6.61%META PLATFORMS INC
Shares257.5K
Event2026-03-31
Filed2026-04-28
LLY
-16.15%LILLY ELI & CO
Shares148.1K
Event2026-03-31
Filed2026-04-28
V
3.58%VISA INC
Shares451.6K
Event2026-03-31
Filed2026-04-28
IJH
0.09%I SHARES S&P MID 400
Shares1.8M
Event2026-03-31
Filed2026-04-28
BERKSHIRE CLB
3.49%BERKSHIRE CLB
Shares239.7K
Event2026-03-31
Filed2026-04-28
AMAT
0.77%APPLIED MATERIALS
Shares290.4K
Event2026-03-31
Filed2026-04-28
VEA
11.91%VANGUARD FTSE INTL
Shares1.5M
Event2026-03-31
Filed2026-04-28
TJX
2.60%TJX COMPANIES
Shares589.9K
Event2026-03-31
Filed2026-04-28
RTX
4.07%RAYTHEON TECHNOLOGIE
Shares444.9K
Event2026-03-31
Filed2026-04-28
IJR
-0.89%ISHARES S&PSMCAP 600
Shares689.0K
Event2026-03-31
Filed2026-04-28
TSLA
18.10%TESLA MOTORS INC
Shares241.9K
Event2026-03-31
Filed2026-04-28
MDY
3.98%MIDCAP SPDR
Shares133.1K
Event2026-03-31
Filed2026-04-28
CVX
-8.38%CHEVRON
Shares396.6K
Event2026-03-31
Filed2026-04-28
WMT
34.82%WAL MART STORES
Shares616.3K
Event2026-03-31
Filed2026-04-28
GS
-12.11%GOLDMAN SACHS
Shares89.9K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
-2.31%ALPHABET INC
Shares251.9K
Event2026-03-31
Filed2026-04-28
IEMG
16.45%ISHARES EMERG-IEMG
Shares1.0M
Event2026-03-31
Filed2026-04-28
NET
9.20%CLOUDFLARE INC
Shares341.0K
Event2026-03-31
Filed2026-04-28
MERCK & CO
4.92%MERCK & CO
Shares585.4K
Event2026-03-31
Filed2026-04-28
HON
5.00%HONEYWELL INTL
Shares308.5K
Event2026-03-31
Filed2026-04-28
COST
4.18%COSTCO WHOLESALE
Shares67.3K
Event2026-03-31
Filed2026-04-28
IWM
-0.97%ISHARES RUSL 2000
Shares271.2K
Event2026-03-31
Filed2026-04-28
TMO
6.22%THERMO FISHER CORP
Shares135.6K
Event2026-03-31
Filed2026-04-28
VWO
7.19%VANG EMERG MKT ETF
Shares1.2M
Event2026-03-31
Filed2026-04-28
NSC
5.33%NORFOLK SOUTHN
Shares215.2K
Event2026-03-31
Filed2026-04-28
APH
7.33%AMPHENOL CORP
Shares484.6K
Event2026-03-31
Filed2026-04-28
DHR
7.53%DANAHER CORP
Shares314.9K
Event2026-03-31
Filed2026-04-28
LITE
21806.51%LUMENTUM HOLDINGS
Shares74.0K
Event2026-03-31
Filed2026-04-28
THE BLACKSTONE GROUP
42.35%THE BLACKSTONE GROUP
Shares504.2K
Event2026-03-31
Filed2026-04-28
PNC
7.88%PNC FINANCIAL
Shares254.8K
Event2026-03-31
Filed2026-04-28
IWC
168.81%ISHR RUSSELL MICR ID
Shares323.9K
Event2026-03-31
Filed2026-04-28
CRWD
10.03%CROWDSTRIKE HLDGS IN
Shares129.6K
Event2026-03-31
Filed2026-04-28
ISRG
6.76%INTUITIVE SURGICAL
Shares111.1K
Event2026-03-31
Filed2026-04-28
ABBV
2.14%ABBVIE INC
Shares242.3K
Event2026-03-31
Filed2026-04-28
MPWR
-5.07%MONOLITHIC
Shares42.0K
Event2026-03-31
Filed2026-04-28
NFLX
1140.20%NETFLIX
Shares497.7K
Event2026-03-31
Filed2026-04-28
IEFA
15.78%ISHARES EAFE-IEFA
Shares532.4K
Event2026-03-31
Filed2026-04-28
VLO
-12.14%VALERO ENERGY
Shares186.4K
Event2026-03-31
Filed2026-04-28
URI
0.33%UNITED RENTALS
Shares61.6K
Event2026-03-31
Filed2026-04-28
PM
-25.89%PHILIP MORRIS INTL
Shares281.8K
Event2026-03-31
Filed2026-04-28
JNJ
-1.62%JOHNSON & JOHNSON
Shares181.2K
Event2026-03-31
Filed2026-04-28
COP
9.41%CONOCOPHILLIP
Shares331.1K
Event2026-03-31
Filed2026-04-28
CBRE
628.23%CB RICHARD
Shares317.0K
Event2026-03-31
Filed2026-04-28
CW
-2.42%CURTISS-WRIGHT
Shares61.3K
Event2026-03-31
Filed2026-04-28
VRT
10.02%VERTIV HOLDINGS CO-A
Shares156.3K
Event2026-03-31
Filed2026-04-28
PLTR
39.92%PALANTIR TECHNOLOGIE
Shares273.2K
Event2026-03-31
Filed2026-04-28
ORLY
6.56%O'REILLY AUTOMOTIVE
Shares426.1K
Event2026-03-31
Filed2026-04-28
EQT CORP COM.
9.56%EQT CORP COM.
Shares643.3K
Event2026-03-31
Filed2026-04-28
IWN
-1.24%ISHARES RUSL2000 VAL
Shares199.5K
Event2026-03-31
Filed2026-04-28
LAM RESEARCH CORP
202.38%LAM RESEARCH CORP
Shares170.6K
Event2026-03-31
Filed2026-04-28
SCHW
3.93%CHARLES SCHWAB
Shares384.9K
Event2026-03-31
Filed2026-04-28
KKR & CO INC - A
96.06%KKR & CO INC - A
Shares388.7K
Event2026-03-31
Filed2026-04-28
BRK.A
-11.32%BERKSHIRE HATHAWAY
Shares47
Event2026-03-31
Filed2026-04-28
XBI
8.31%SPDR BIOTECH - XBI
Shares257.7K
Event2026-03-31
Filed2026-04-28
CAT
0.39%CATERPILLAR INC
Shares45.7K
Event2026-03-31
Filed2026-04-28
MMC
4.31%MARSH & MCLENNAN
Shares186.2K
Event2026-03-31
Filed2026-04-28
SPGI
4.68%S&P GLOBAL INC.
Shares74.8K
Event2026-03-31
Filed2026-04-28
RBC
-4.87%RBC BEARINGS INC
Shares57.5K
Event2026-03-31
Filed2026-04-28
VO
0.65%VANGUARD MID - CAP
Shares107.5K
Event2026-03-31
Filed2026-04-28
MCK
0.90%MCKESSON HBOC INC
Shares36.2K
Event2026-03-31
Filed2026-04-28
DIS
2.59%DISNEY WALT CO
Shares320.0K
Event2026-03-31
Filed2026-04-28
MU
1536.52%MICRON TECH
Shares79.7K
Event2026-03-31
Filed2026-04-28
IWB
-3.26%ISHR RUSSELL 1000
Shares82.5K
Event2026-03-31
Filed2026-04-28
SUI
-14.09%SUN CMNTYS
Shares227.2K
Event2026-03-31
Filed2026-04-28
EWBC
8.31%EAST WEST BANC
Shares264.2K
Event2026-03-31
Filed2026-04-28
CEG
6.10%CONSTELLATION ENERGY
Shares104.5K
Event2026-03-31
Filed2026-04-28
PG
-34.03%PROCTER & GAMBLE
Shares194.1K
Event2026-03-31
Filed2026-04-28
VEU
2.45%VGRD ALL WORLD EX-US
Shares341.7K
Event2026-03-31
Filed2026-04-28
ECL
5.84%ECOLAB INC
Shares94.1K
Event2026-03-31
Filed2026-04-28
XOM
-0.45%EXXON-MOBIL
Shares152.6K
Event2026-03-31
Filed2026-04-28
CASY
9.99%CASEY'S GENE
Shares32.7K
Event2026-03-31
Filed2026-04-28
TDY
9.02%TELEDYNE TECH
Shares38.4K
Event2026-03-31
Filed2026-04-28
NEE
6.56%NEXTERA ENERGY INC
Shares261.4K
Event2026-03-31
Filed2026-04-28
HD
-0.12%HOME DEPOT
Shares72.6K
Event2026-03-31
Filed2026-04-28
ODFL
8.45%OLD DOMINION
Shares108.1K
Event2026-03-31
Filed2026-04-28
UBER
2012.14%UBER TECHNOLOGIES
Shares293.7K
Event2026-03-31
Filed2026-04-28
COF
10.38%CAPITAL ONE
Shares114.3K
Event2026-03-31
Filed2026-04-28
BSX
5311.81%BOSTON SCIENTIFIC
Shares328.2K
Event2026-03-31
Filed2026-04-28
MCD
-1.11%MCDONALDS CORP
Shares65.4K
Event2026-03-31
Filed2026-04-28
AXP
0.42%AMERICAN EXPRESS
Shares66.2K
Event2026-03-31
Filed2026-04-28
ABT
-53.59%ABBOTT LABS
Shares187.8K
Event2026-03-31
Filed2026-04-28
IWR
-0.73%ISHARES RUSL MIDCAP
Shares182.2K
Event2026-03-31
Filed2026-04-28
INVESCO QQQ TRUST
0.35%INVESCO QQQ TRUST
Shares30.1K
Event2026-03-31
Filed2026-04-28
MNST
2304.85%MONSTER BEVERAGE
Shares231.9K
Event2026-03-31
Filed2026-04-28
LOW
5.08%LOWES COS
Shares71.7K
Event2026-03-31
Filed2026-04-28
SSD
10.01%SIMPSON MANUFACTUR
Shares97.5K
Event2026-03-31
Filed2026-04-28
BLD
9.71%TOPBUILD CORP
Shares45.3K
Event2026-03-31
Filed2026-04-28
EFA
-0.39%ISHARES MSCI EAFE
Shares164.1K
Event2026-03-31
Filed2026-04-28
MA
0.49%MASTER CARD INC.
Shares31.6K
Event2026-03-31
Filed2026-04-28
KO
-0.31%COCA COLA CO
Shares203.8K
Event2026-03-31
Filed2026-04-28
EXP
9.95%EAGLE MATERIAL
Shares83.8K
Event2026-03-31
Filed2026-04-28
TRV
-0.73%TRAVELERS
Shares51.8K
Event2026-03-31
Filed2026-04-28
ORCL
-10.93%ORACLE SYSTEMS
Shares102.7K
Event2026-03-31
Filed2026-04-28
DG
10.15%DOLLAR GENERAL
Shares119.2K
Event2026-03-31
Filed2026-04-28
ACWX
21.21%ISHARES NON-US STOCK
Shares215.0K
Event2026-03-31
Filed2026-04-28
PEP
-2.66%PEPSICO INC
Shares94.5K
Event2026-03-31
Filed2026-04-28
SHW
-1.91%SHERWIN WILLIAMS
Shares44.3K
Event2026-03-31
Filed2026-04-28
BOOT
-11.08%BOOT BARN HOLDINGS
Shares92.8K
Event2026-03-31
Filed2026-04-28
VIG
-0.15%VANGUARD DIV APP-VIG
Shares63.0K
Event2026-03-31
Filed2026-04-28
AMGN
-16.95%AMGEN INC
Shares39.7K
Event2026-03-31
Filed2026-04-28
DINO
10.08%HF SINCLAIR CORP
Shares220.8K
Event2026-03-31
Filed2026-04-28
AEP
5.27%AMERICAN ELECT POWER
Shares101.3K
Event2026-03-31
Filed2026-04-28
RDNT
10.13%RADNET INC
Shares241.5K
Event2026-03-31
Filed2026-04-28
DDOG
8.27%DATADOG INC
Shares113.3K
Event2026-03-31
Filed2026-04-28
BRO
9.07%BROWN & BROWN INC
Shares196.2K
Event2026-03-31
Filed2026-04-28
MLM
8.37%MARTIN MARIETTA
Shares21.7K
Event2026-03-31
Filed2026-04-28
CSCO
-5.64%CISCO SYS INC
Shares160.2K
Event2026-03-31
Filed2026-04-28
PR
13.05%PERMIAN RESOURCES
Shares606.9K
Event2026-03-31
Filed2026-04-28
OLLI
10.11%OLLIE'S BARGAIN
Shares129.9K
Event2026-03-31
Filed2026-04-28
VB
-2.88%VANGUARD SMALL - CAP
Shares46.4K
Event2026-03-31
Filed2026-04-28
DE
-2.62%DEERE & CO
Shares21.3K
Event2026-03-31
Filed2026-04-28
IWV
52.23%ISHARES RUSSELL
Shares32.6K
Event2026-03-31
Filed2026-04-28
TLN
10.43%TALEN ENERGY CORP
Shares37.6K
Event2026-03-31
Filed2026-04-28
FIX
NewCOMFORT SYS
Shares8.5K
Event2026-03-31
Filed2026-04-28
CMCSA
5.06%COMCAST CL A
Shares437.3K
Event2026-03-31
Filed2026-04-28
IWF
2.54%ISHARES RUSL1000 GRW
Shares27.7K
Event2026-03-31
Filed2026-04-28
LPLA
11.19%LPL FINANCIAL HLDGS
Shares40.5K
Event2026-03-31
Filed2026-04-28
BROS
10.77%DUTCH BROS INC
Shares224.2K
Event2026-03-31
Filed2026-04-28
EMR
-5.37%EMERSON ELECTRIC
Shares86.2K
Event2026-03-31
Filed2026-04-28
BLACKROCK INC
-5.39%BLACKROCK INC
Shares11.8K
Event2026-03-31
Filed2026-04-28
HLI
10.28%HOULIHAN LOKEY INC
Shares78.2K
Event2026-03-31
Filed2026-04-28
GEHC
10.10%GE HEALTHCARE TECH
Shares148.7K
Event2026-03-31
Filed2026-04-28
GLD
-0.77%SPDR GOLD
Shares24.5K
Event2026-03-31
Filed2026-04-28
CFR
10.57%CULLEN/FROST
Shares73.8K
Event2026-03-31
Filed2026-04-28
VV
-6.71%VANG LG-CAP
Shares34.1K
Event2026-03-31
Filed2026-04-28
GWRE
9.86%GUIDEWIRE SOFTWARE
Shares69.6K
Event2026-03-31
Filed2026-04-28
CWI
0.00%SPDR MSCI ACWI X US
Shares275.8K
Event2026-03-31
Filed2026-04-28
H
9.33%HYATT HOTELS
Shares69.1K
Event2026-03-31
Filed2026-04-28
SNOW
15.07%SNOWFLAKE INC
Shares66.9K
Event2026-03-31
Filed2026-04-28
VCIT
1.69%VANGUARD CORP VCIT
Shares118.7K
Event2026-03-31
Filed2026-04-28
UNH
-10.04%UNITED HEALTH
Shares34.6K
Event2026-03-31
Filed2026-04-28
PSTG
10.40%PURE STORAGE INC
Shares158.0K
Event2026-03-31
Filed2026-04-28
BE
9617.37%BLOOM ENERGY CORP A
Shares71.0K
Event2026-03-31
Filed2026-04-28
SCHA
-0.43%SCHWB US SCAP-SCHA
Shares318.6K
Event2026-03-31
Filed2026-04-28
AXON
9.91%AXON ENTERPRISE INC
Shares22.8K
Event2026-03-31
Filed2026-04-28
MDB
3585.96%MONGODB INC
Shares36.0K
Event2026-03-31
Filed2026-04-28
COIN
-1.66%COINBASE GLOBAL INC
Shares52.1K
Event2026-03-31
Filed2026-04-28
U
-1.28%UNITY SOFTWARE INC
Shares412.2K
Event2026-03-31
Filed2026-04-28
IBM
4.05%I.B.M
Shares36.3K
Event2026-03-31
Filed2026-04-28
PLNT
10.27%PLANET FITNESS INC-A
Shares119.8K
Event2026-03-31
Filed2026-04-28
OTTR
9.96%OTTER TAIL CORP
Shares99.0K
Event2026-03-31
Filed2026-04-28
ARM
NewArm Holdings PLC
Shares58.8K
Event2026-03-31
Filed2026-04-28
BA
0.16%BOEING CO
Shares41.1K
Event2026-03-31
Filed2026-04-28
FICO
-28.12%FAIR ISSAC
Shares7.8K
Event2026-03-31
Filed2026-04-28
UNP
0.28%UNION PACIFIC
Shares33.7K
Event2026-03-31
Filed2026-04-28
CPRT
-52.45%COPART INC
Shares250.2K
Event2026-03-31
Filed2026-04-28
DIA
-6.46%SPDR DJIA TRUST
Shares17.3K
Event2026-03-31
Filed2026-04-28
MUSA
12.91%MURPHY USA INC
Shares15.8K
Event2026-03-31
Filed2026-04-28
VBR
0.04%VANGUARD SMALL
Shares36.2K
Event2026-03-31
Filed2026-04-28
WFC
-4.48%WELLS FARGO
Shares96.9K
Event2026-03-31
Filed2026-04-28
ITW
-0.93%ILLINOIS TOOL WKS
Shares30.6K
Event2026-03-31
Filed2026-04-28
ARES
3195.82%ARES MANAGEMENT CORP
Shares74.9K
Event2026-03-31
Filed2026-04-28
MDLZ
-1.94%MONDELEZ INTL
Shares131.8K
Event2026-03-31
Filed2026-04-28
LOB
13.62%LIVE OAK BANCSHARES
Shares226.0K
Event2026-03-31
Filed2026-04-28
SCHM
-15.87%SCHWAB MID CAP-SCHM
Shares237.7K
Event2026-03-31
Filed2026-04-28
IWO
0.05%ISHARES RUSL2000 GRW
Shares23.3K
Event2026-03-31
Filed2026-04-28
STZ
-0.49%CONSTELL
Shares46.9K
Event2026-03-31
Filed2026-04-28
VANGUARD S&P
-2.35%VANGUARD S&P
Shares11.9K
Event2026-03-31
Filed2026-04-28
VYM
-5.18%VANGUARD HIGH DVD
Shares48.3K
Event2026-03-31
Filed2026-04-28
EEM
9.38%ISHARES EMERGNG MKTS
Shares125.0K
Event2026-03-31
Filed2026-04-28
IWD
0.84%ISHARES RUSL1000 VAL
Shares32.0K
Event2026-03-31
Filed2026-04-28
BLDR
-25.11%BUILDERS FIRST
Shares82.9K
Event2026-03-31
Filed2026-04-28
TTAN
77.48%SERVICETITAN INC CL
Shares107.8K
Event2026-03-31
Filed2026-04-28
TOL
NewToll Brothers Inc.
Shares49.2K
Event2026-03-31
Filed2026-04-28
NOW
-72.84%SERVICENOW INC
Shares65.7K
Event2026-03-31
Filed2026-04-28
BXP
-57.62%BOSTON PPTYS
Shares127.9K
Event2026-03-31
Filed2026-04-28
KKR-PD
83.10%KKR & CO INC PFD
Shares161.4K
Event2026-03-31
Filed2026-04-28
DFIV
0.00%DIMENSIONAL INTL VA
Shares119.2K
Event2026-03-31
Filed2026-04-28
MO
0.87%ALTRIA GROUP
Shares95.5K
Event2026-03-31
Filed2026-04-28
TXN
-6.11%TEXAS INSTRUMENTS
Shares31.1K
Event2026-03-31
Filed2026-04-28
AGG
0.00%ISHARES AGG BONDS
Shares62.1K
Event2026-03-31
Filed2026-04-28
EWY
7.43%ISHARES S KOREA
Shares47.4K
Event2026-03-31
Filed2026-04-28
VCSH
6.35%VANG ST CORP BD-VCSH
Shares73.5K
Event2026-03-31
Filed2026-04-28
ECG
NewEverus Construction Group Inc.
Shares47.6K
Event2026-03-31
Filed2026-04-28
MINT
-4.55%PIMCO ENHANCED SHORT
Shares54.5K
Event2026-03-31
Filed2026-04-28
XLK
9.13%SECTOR SPDR TR
Shares38.8K
Event2026-03-31
Filed2026-04-28
VNQ
-4.10%VANGUARD REIT
Shares57.3K
Event2026-03-31
Filed2026-04-28
RPM
10.31%RPM INTER INC
Shares52.9K
Event2026-03-31
Filed2026-04-28
SBUX
-0.23%STARBUCKS CORP
Shares54.2K
Event2026-03-31
Filed2026-04-28
WST
-56.05%WEST PHARMACEUTICAL
Shares20.0K
Event2026-03-31
Filed2026-04-28
AWK
-7.59%AMERICAN WTR WORKS
Shares36.8K
Event2026-03-31
Filed2026-04-28
GVI
-2.05%ISHRS INTERM GOV GVI
Shares47.4K
Event2026-03-31
Filed2026-04-28
VTI
0.00%VANGUARD INDEX
Shares15.4K
Event2026-03-31
Filed2026-04-28
ISHARES GOLD TRUST
-11.79%ISHARES GOLD TRUST
Shares56.9K
Event2026-03-31
Filed2026-04-28
PLD
0.34%PROLOGIS INC
Shares36.9K
Event2026-03-31
Filed2026-04-28
GILD
-0.26%GILEAD SCIENCES
Shares34.7K
Event2026-03-31
Filed2026-04-28
VGSH
3.07%VANGUARD ST GOV-VGSH
Shares83.3K
Event2026-03-31
Filed2026-04-28
NOC
-7.17%NORTHROP
Shares7.0K
Event2026-03-31
Filed2026-04-28
BAC
-3.01%BANK OF AMERICA
Shares96.4K
Event2026-03-31
Filed2026-04-28
SDY
-11.62%SPDR S&P DIV SDY
Shares32.5K
Event2026-03-31
Filed2026-04-28
CRM
-14.82%SALESFORCE.COM
Shares25.5K
Event2026-03-31
Filed2026-04-28
TPR
6568.83%TAPESTRY INC
Shares31.9K
Event2026-03-31
Filed2026-04-28
AMD
-0.29%ADVANC MICRO DEVICE
Shares20.1K
Event2026-03-31
Filed2026-04-28
DOCS
84669.59%DOXIMITY INC
Shares183.9K
Event2026-03-31
Filed2026-04-28
LMT
-1.59%LOCKHEED MARTIN CORP
Shares6.6K
Event2026-03-31
Filed2026-04-28
MELI
7.41%MERCADOLIBRE INC.
Shares2.5K
Event2026-03-31
Filed2026-04-28
ELV
-27.69%ELEVANCE HEALTH INC
Shares13.9K
Event2026-03-31
Filed2026-04-28
ADP
-8.87%AUTOMATIC DATA PROC
Shares20.4K
Event2026-03-31
Filed2026-04-28
WING
10.13%WINGSTOP INC
Shares24.9K
Event2026-03-31
Filed2026-04-28
BF.B
0.00%BROWN - FORMAN
Shares138.9K
Event2026-03-31
Filed2026-04-28
EFV
0.00%MSCI EAFE VALUE IDX
Shares48.9K
Event2026-03-31
Filed2026-04-28
KLAC
2.23%KLA INSTRUMENTS
Shares2.4K
Event2026-03-31
Filed2026-04-28
EVR
1238.06%EVERCORE PARTNERS
Shares12.0K
Event2026-03-31
Filed2026-04-28
REXR
-72.54%REXFORD INDUSTRIAL
Shares110.9K
Event2026-03-31
Filed2026-04-28
RBLX
0.06%ROBLOX CORP -CL A
Shares62.6K
Event2026-03-31
Filed2026-04-28
VRP
-3.56%INVESCO VARIABLE
Shares143.6K
Event2026-03-31
Filed2026-04-28
GENERAL DYNAMICS
-10.00%GENERAL DYNAMICS
Shares9.8K
Event2026-03-31
Filed2026-04-28
BMY
2.46%BRISTOL-MYERS SQUIBB
Shares57.3K
Event2026-03-31
Filed2026-04-28
WM
2.09%WASTE MANAGEMENT NEW
Shares14.5K
Event2026-03-31
Filed2026-04-28
QCOM
-13.44%QUALCOMM INC
Shares26.6K
Event2026-03-31
Filed2026-04-28
EMXC
-12.56%ISHARES EMERG EX-CHN
Shares42.0K
Event2026-03-31
Filed2026-04-28
PFE
-13.36%PFIZER INC
Shares119.8K
Event2026-03-31
Filed2026-04-28
CME
-3.56%CME GROUP INC.
Shares10.7K
Event2026-03-31
Filed2026-04-28
VZ
-13.04%VERIZON COMM
Shares67.1K
Event2026-03-31
Filed2026-04-28
ESGV
-0.07%VANGUARD ESG US STK
Shares28.6K
Event2026-03-31
Filed2026-04-28
FTV
-80.23%FORTIVE CORP
Shares57.3K
Event2026-03-31
Filed2026-04-28
USIO
NewUSIO INC
Shares2.7M
Event2026-03-31
Filed2026-04-28
SPSB
0.00%SPDR BARC STCOR SCPB
Shares106.1K
Event2026-03-31
Filed2026-04-28
MS
7.18%MORGAN STANLEY DEAN
Shares18.6K
Event2026-03-31
Filed2026-04-28
CMF
0.98%ETF CA AMT - FREE
Shares54.4K
Event2026-03-31
Filed2026-04-28
GENERAL ELECTRIC CO
-3.10%GENERAL ELECTRIC CO
Shares10.7K
Event2026-03-31
Filed2026-04-28
SMMD
151.94%ISHARES RUSSELL 2500
Shares39.0K
Event2026-03-31
Filed2026-04-28
IGSB
-0.15%ISHARE CORP BOND ETF
Shares56.3K
Event2026-03-31
Filed2026-04-28
PH
-1.68%PARKER HANNIFIN
Shares3.2K
Event2026-03-31
Filed2026-04-28
ITA
-0.31%ISHS US AERO/DEF-ITA
Shares12.8K
Event2026-03-31
Filed2026-04-28
CL
-1.83%COLGATE - PALMOLIVE
Shares33.8K
Event2026-03-31
Filed2026-04-28
INTU
-7.95%INTUIT
Shares6.8K
Event2026-03-31
Filed2026-04-28
INVESCO S&P 500
11.92%INVESCO S&P 500
Shares14.6K
Event2026-03-31
Filed2026-04-28
MAR
5.46%MARRIOT INTL INC
Shares8.3K
Event2026-03-31
Filed2026-04-28
FLIN
3.55%FRANKLIN FTSE INDIA
Shares81.9K
Event2026-03-31
Filed2026-04-28
MMM
4.57%3M CO COM
Shares18.9K
Event2026-03-31
Filed2026-04-28
IVW
0.00%ETF S&P 500 GROWTH
Shares23.3K
Event2026-03-31
Filed2026-04-28
GLW
-14.12%CORNING INC
Shares18.2K
Event2026-03-31
Filed2026-04-28
EOG
-9.83%EOG RESOURCES INC
Shares18.4K
Event2026-03-31
Filed2026-04-28
IWS
-7.16%ISHARES RUSL MID VAL
Shares17.6K
Event2026-03-31
Filed2026-04-28
MSI
-39.84%MOTOROLA SOLUTIONS
Shares5.8K
Event2026-03-31
Filed2026-04-28
PANW
3.83%PALO ALTO NETWORKS
Shares15.5K
Event2026-03-31
Filed2026-04-28
ATO
-3.43%ATMOS ENERGY
Shares13.2K
Event2026-03-31
Filed2026-04-28
NAC
5.45%NUVEEN CA MUN
Shares211.2K
Event2026-03-31
Filed2026-04-28
USMV
0.00%ISHRS MSCI MIN VOL
Shares25.0K
Event2026-03-31
Filed2026-04-28
FIRST CITIZENS BCSHS
-84.22%FIRST CITIZENS BCSHS
Shares1.2K
Event2026-03-31
Filed2026-04-28
FIGR
NewFigure Technology Solutions Inc.
Shares71.8K
Event2026-03-31
Filed2026-04-28
VGT
-13.53%VANGUARD INFO TECH
Shares3.2K
Event2026-03-31
Filed2026-04-28
XLE
-21.21%ENERGY SELECT SECTOR
Shares37.8K
Event2026-03-31
Filed2026-04-28
AJG
-4.87%GALLAGHER
Shares10.0K
Event2026-03-31
Filed2026-04-28
BSV
-7.17%VANGUARD SH - TERM
Shares28.0K
Event2026-03-31
Filed2026-04-28
KMI
-4.06%KINDER MORGAN / DELA
Shares65.2K
Event2026-03-31
Filed2026-04-28
KRMN
NewKarman Holdings Inc.
Shares25.0K
Event2026-03-31
Filed2026-04-28
CENCORA INC
-3.01%CENCORA INC
Shares6.7K
Event2026-03-31
Filed2026-04-28
IVE
-0.88%ISHARES BARRA VALUE
Shares10.1K
Event2026-03-31
Filed2026-04-28
VOOG
0.00%VANGUARD ADMIRAL FDS
Shares5.0K
Event2026-03-31
Filed2026-04-28
AMT
-7.54%AMER TOWER
Shares11.8K
Event2026-03-31
Filed2026-04-28
CMG
-48.52%CHIPOTLE MEXICAN
Shares61.4K
Event2026-03-31
Filed2026-04-28
PCAR
0.44%PACCAR INC
Shares17.3K
Event2026-03-31
Filed2026-04-28
VBK
-6.40%VANGUARD SMALL-CAP
Shares6.6K
Event2026-03-31
Filed2026-04-28
SPG
-87.02%SIMON PPTY
Shares10.5K
Event2026-03-31
Filed2026-04-28
GEV
-2.13%GE VERNOVA INC
Shares2.2K
Event2026-03-31
Filed2026-04-28
NUSC
-20.07%NUSHARES ESG SM CAP
Shares42.8K
Event2026-03-31
Filed2026-04-28
PGR
-15.64%PROGRESSIVE CORP
Shares9.9K
Event2026-03-31
Filed2026-04-28
INTC
1.43%INTEL CORP
Shares38.2K
Event2026-03-31
Filed2026-04-28
CTVA
1.66%CORTEVA INC
Shares22.9K
Event2026-03-31
Filed2026-04-28
SLV
-1.63%ISHARES SILVER
Shares29.1K
Event2026-03-31
Filed2026-04-28
STIP
39.80%ISHS 0-5 TIPS - STIP
Shares18.4K
Event2026-03-31
Filed2026-04-28
IJK
-0.31%ISHARES MIDCAP GROWT
Shares18.6K
Event2026-03-31
Filed2026-04-28
CDNS
-11.17%CADENCE DESIGN
Shares6.7K
Event2026-03-31
Filed2026-04-28
WLDN
0.00%WILLDAN GROUP INC
Shares23.7K
Event2026-03-31
Filed2026-04-28
NKE
-14.59%NIKE
Shares42.4K
Event2026-03-31
Filed2026-04-28
GPC
-2.80%GENUINE PARTS CO
Shares17.6K
Event2026-03-31
Filed2026-04-28
VUG
-20.52%VANGUARD GROWTH
Shares4.1K
Event2026-03-31
Filed2026-04-28
CIGNA CORP
-0.51%CIGNA CORP
Shares6.6K
Event2026-03-31
Filed2026-04-28
PAYX
3.97%PAYCHEX INC
Shares19.7K
Event2026-03-31
Filed2026-04-28
T
4.43%AT&T INC
Shares63.8K
Event2026-03-31
Filed2026-04-28
CARR
-3.56%CARRIER GLOBAL CORP
Shares32.3K
Event2026-03-31
Filed2026-04-28
BK
-0.91%BONY - MELLON
Shares14.4K
Event2026-03-31
Filed2026-04-28
NGL
0.00%NGL ENERGY PARTNERS
Shares138.5K
Event2026-03-31
Filed2026-04-28
TGT
-0.43%TARGET CORP
Shares14.5K
Event2026-03-31
Filed2026-04-28
GGG
-89.37%GRACO INC
Shares20.8K
Event2026-03-31
Filed2026-04-28
MPC
-8.56%MARATHON PETE CORP
Shares7.2K
Event2026-03-31
Filed2026-04-28
IQV
-40.05%IQVIA HOLDINGS INC
Shares10.1K
Event2026-03-31
Filed2026-04-28
XLC
-10.74%COMM SERV SELECT SEC
Shares15.3K
Event2026-03-31
Filed2026-04-28
SPYM
0.00%SPDR PORTFOLIO S&P
Shares21.8K
Event2026-03-31
Filed2026-04-28
XLY
-20.35%CONSUMER DISCRETION
Shares15.4K
Event2026-03-31
Filed2026-04-28
VTHR
0.00%VANGRD RUS 3000-VTHR
Shares5.7K
Event2026-03-31
Filed2026-04-28
IJJ
0.00%ISHARES S&P MID VAL
Shares12.3K
Event2026-03-31
Filed2026-04-28
PWR
-50.82%QUANTA SVCS
Shares2.9K
Event2026-03-31
Filed2026-04-28
CITIGROUP INC
-29.92%CITIGROUP INC
Shares13.3K
Event2026-03-31
Filed2026-04-28
VOE
-31.94%VANGUARD MCAP V VOE
Shares8.3K
Event2026-03-31
Filed2026-04-28
DVY
0.00%ISHARES DJ SLCT DIVD
Shares10.2K
Event2026-03-31
Filed2026-04-28
ARCC
-2.29%ARES CAPITAL
Shares83.4K
Event2026-03-31
Filed2026-04-28
IGIB
0.00%ETF INTERMED CREDIT
Shares28.8K
Event2026-03-31
Filed2026-04-28
ABNB
-8.26%AIRBNB INC-CLASS A
Shares11.8K
Event2026-03-31
Filed2026-04-28
TPL
0.00%TEXAS PACIFIC LAND
Shares3.3K
Event2026-03-31
Filed2026-04-28
FDX
0.00%FEDEX CORP
Shares4.1K
Event2026-03-31
Filed2026-04-28
IJT
-4.25%ISHARES SMCAP GROWT
Shares9.8K
Event2026-03-31
Filed2026-04-28
VDE
-12.25%ETF VANGUARD EGY VDE
Shares8.6K
Event2026-03-31
Filed2026-04-28
GBAB
0.00%GUGGENHEIM TAXABLE
Shares100.5K
Event2026-03-31
Filed2026-04-28
APD
-0.75%AIR PRODUCTS
Shares4.9K
Event2026-03-31
Filed2026-04-28
ADBE
22.74%ADOBE SYSTEMS
Shares5.9K
Event2026-03-31
Filed2026-04-28
SGOV
-53.78%iShares Trust
Shares14.3K
Event2026-03-31
Filed2026-04-28
TMUS
-7.27%T-MOBILE US INC
Shares7.2K
Event2026-03-31
Filed2026-04-28
Solstice Advanced Materials Inc.
-74.52%Solstice Advanced Materials Inc.
Shares18.0K
Event2026-03-31
Filed2026-04-28
SRE
-0.93%SEMPRA CORP
Shares14.2K
Event2026-03-31
Filed2026-04-28
VXUS
3.02%VANGUARD INTL-VXUS
Shares17.7K
Event2026-03-31
Filed2026-04-28
SYK
-16.49%STRYKER CORP
Shares4.1K
Event2026-03-31
Filed2026-04-28
DSI
-18.18%ISHR MSCI SOCIAL DSI
Shares11.0K
Event2026-03-31
Filed2026-04-28
ABERDEEN STD GOLD
0.00%ABERDEEN STD GOLD
Shares30.3K
Event2026-03-31
Filed2026-04-28
IWP
-0.50%ISHARES RUSL MID GRW
Shares10.3K
Event2026-03-31
Filed2026-04-28
XLV
-7.60%SPDR HEALTH CARE SEL
Shares9.0K
Event2026-03-31
Filed2026-04-28
NUMG
-49.80%NUSHARES ESG MIDCAP
Shares31.4K
Event2026-03-31
Filed2026-04-28
LNG
-37.33%CHENIERE ENERGY INC
Shares4.6K
Event2026-03-31
Filed2026-04-28
XLF
-15.24%ETF FINANCIAL
Shares25.9K
Event2026-03-31
Filed2026-04-28
AFL
-2.21%AFLAC
Shares11.4K
Event2026-03-31
Filed2026-04-28
XYL
-7.41%XYLEM INC
Shares10.1K
Event2026-03-31
Filed2026-04-28
DGS
-1.85%WISDOMTREE EM - DGS
Shares20.8K
Event2026-03-31
Filed2026-04-28
CSX
-4.32%CSX CORP
Shares30.1K
Event2026-03-31
Filed2026-04-28
UPS
-14.47%UNITED PARCEL
Shares12.8K
Event2026-03-31
Filed2026-04-28
VFVA
0.38%VANGUARD U.S. VALUE
Shares9.1K
Event2026-03-31
Filed2026-04-28
ZTS
-6.12%ZOETIS INC
Shares10.1K
Event2026-03-31
Filed2026-04-28
MUB
58.12%ETF NATL MUNIS
Shares11.2K
Event2026-03-31
Filed2026-04-28
CMI
3.56%CUMMINS ENGINE
Shares2.2K
Event2026-03-31
Filed2026-04-28
SPDR BBG BARC HIGH
1.43%SPDR BBG BARC HIGH
Shares12.4K
Event2026-03-31
Filed2026-04-28
VOT
-9.13%VANGUARD MID-CAP
Shares4.5K
Event2026-03-31
Filed2026-04-28
DELL
-2.91%DELL TECHNOLOGIES -C
Shares6.6K
Event2026-03-31
Filed2026-04-28
BR
-3.92%BROADRIDGE FINL
Shares7.1K
Event2026-03-31
Filed2026-04-28
NUDM
0.00%NUVEEN ESG INTL DEV
Shares30.8K
Event2026-03-31
Filed2026-04-28
OKE
1.62%ONEOK INC
Shares12.3K
Event2026-03-31
Filed2026-04-28
SPHQ
0.00%INVESCO S&P 500 QLTY
Shares14.2K
Event2026-03-31
Filed2026-04-28
WFC-PL
87.30%WELLS FARGO CO 7.5
Shares914
Event2026-03-31
Filed2026-04-28
GDX
48.56%VANECK VCTR GOLD-GDX
Shares11.1K
Event2026-03-31
Filed2026-04-28
VGIT
-23.41%VANGUARD INTERMEDIAT
Shares17.4K
Event2026-03-31
Filed2026-04-28
SPHY
14.08%SPDR PORTFOLIO HIGH
Shares44.0K
Event2026-03-31
Filed2026-04-28
WMB
4.48%WILLIAMS
Shares13.9K
Event2026-03-31
Filed2026-04-28
CTAS
26.49%CINTAS CORP
Shares5.9K
Event2026-03-31
Filed2026-04-28
ACWI
0.00%ISHARES ACWI
Shares7.2K
Event2026-03-31
Filed2026-04-28
SHV
0.00%ISHS SHRT TSY BD-SHV
Shares8.9K
Event2026-03-31
Filed2026-04-28
WAB
0.00%WABTEC CORP
Shares3.8K
Event2026-03-31
Filed2026-04-28
GCI LIBERTY INC-CL C
-11.50%GCI LIBERTY INC-CL C
Shares26.2K
Event2026-03-31
Filed2026-04-28
HOOD
4.08%ROBINHOOD MARKETS
Shares13.7K
Event2026-03-31
Filed2026-04-28
TYL
-2.02%TYLER TECHNOLOGIES
Shares2.8K
Event2026-03-31
Filed2026-04-28
NOBL
0.00%PROSHS S&P500 - NOBL
Shares8.9K
Event2026-03-31
Filed2026-04-28
IEI
-22.50%ISHRS 3-7 TREAS-IEI
Shares7.9K
Event2026-03-31
Filed2026-04-28
XJH
0.00%ISHARES ESG SCREEN
Shares20.3K
Event2026-03-31
Filed2026-04-28
VXF
0.00%VANG EXT MKT - VXF
Shares4.5K
Event2026-03-31
Filed2026-04-28
PSA
-5.83%PUBLIC STORAGE
Shares3.3K
Event2026-03-31
Filed2026-04-28
ICSH
0.00%ISH ULTRA SHORT-ICSH
Shares18.3K
Event2026-03-31
Filed2026-04-28
DUKE ENERGY CORP
-10.65%DUKE ENERGY CORP
Shares6.9K
Event2026-03-31
Filed2026-04-28
ROK
4.90%ROCKWELL INTL
Shares2.5K
Event2026-03-31
Filed2026-04-28
XLI
-21.45%SPDR INDUSTRIAL IDX
Shares5.5K
Event2026-03-31
Filed2026-04-28
INVH
-41.78%INVITATION HOMES INC
Shares35.1K
Event2026-03-31
Filed2026-04-28
VGK
-2.71%VGRD EUROPE ETF
Shares10.7K
Event2026-03-31
Filed2026-04-28
SCZ
0.00%ISHARES EAFE SC SCZ
Shares11.2K
Event2026-03-31
Filed2026-04-28
SBS
29.16%Companhia de Saneamento Basico do Estado
Shares29.3K
Event2026-03-31
Filed2026-04-28
PCOR
0.00%PROCORE TECHNOLOGIES
Shares15.5K
Event2026-03-31
Filed2026-04-28
HYG
-23.49%ISHARES HI YLD CORP
Shares11.1K
Event2026-03-31
Filed2026-04-28
PFFA
0.00%VIRTUS INFRACAP US
Shares42.5K
Event2026-03-31
Filed2026-04-28
IDXX
0.00%IDEXX
Shares1.5K
Event2026-03-31
Filed2026-04-28
SCHE
0.00%SCHWB EMKT ETY-SCHE
Shares26.6K
Event2026-03-31
Filed2026-04-28
HCA
31.30%HCA HOLDINGS INC
Shares1.8K
Event2026-03-31
Filed2026-04-28
ADI
0.57%ANALOG DEVICES INC
Shares2.6K
Event2026-03-31
Filed2026-04-28
KMB
-13.47%KIMBERLY CLARK
Shares8.9K
Event2026-03-31
Filed2026-04-28
BDX
0.00%BECTON DICKINSON
Shares5.5K
Event2026-03-31
Filed2026-04-28
SPTS
0.00%SPDR PORT SHRT TRM
Shares29.2K
Event2026-03-31
Filed2026-04-28
WSC
11.82%WILLSCOT MOBILE MINI
Shares46.9K
Event2026-03-31
Filed2026-04-28
POWERSHARES S&P 500
0.00%POWERSHARES S&P 500
Shares11.4K
Event2026-03-31
Filed2026-04-28
TDG
-7.36%TRANSDIGM GROUP
Shares705
Event2026-03-31
Filed2026-04-28
MCO
0.92%MOODYS CORP
Shares1.9K
Event2026-03-31
Filed2026-04-28
NUEM
0.00%NUVEEN ESG EMERG MKT
Shares22.2K
Event2026-03-31
Filed2026-04-28
VHT
-24.23%VANGUARD HC ETF
Shares3.0K
Event2026-03-31
Filed2026-04-28
USB
7.17%US BANCORP
Shares15.0K
Event2026-03-31
Filed2026-04-28
MET
-21.57%METLIFE
Shares11.3K
Event2026-03-31
Filed2026-04-28
IBB
-1.09%ISHARE BIOTECH
Shares4.7K
Event2026-03-31
Filed2026-04-28
VRTX
-7.34%VERTEX PHAR
Shares1.8K
Event2026-03-31
Filed2026-04-28
IUSV
0.00%ISHARES RUSL3000 VAL
Shares7.5K
Event2026-03-31
Filed2026-04-28
EQIX
-24.85%EQUINIX INC
Shares756
Event2026-03-31
Filed2026-04-28
ITOT
0.00%ISHS S&P TOT-ITOT
Shares5.3K
Event2026-03-31
Filed2026-04-28
IUSG
0.00%ISHARES RUSL3000 GRW
Shares4.8K
Event2026-03-31
Filed2026-04-28
EEMV
0.00%ISH EM MIN VOL EEMV
Shares11.7K
Event2026-03-31
Filed2026-04-28
DVA
0.00%DAVITA HEALTHCARE
Shares5.0K
Event2026-03-31
Filed2026-04-28
ESGD
-0.12%ISHS TRST MSCI ESGD
Shares7.7K
Event2026-03-31
Filed2026-04-28
NVR
7.77%NVR INC COM
Shares111
Event2026-03-31
Filed2026-04-28
ESGE
0.00%ISHS MSCI EM ESG OPT
Shares16.2K
Event2026-03-31
Filed2026-04-28
OTIS
-7.22%OTIS WORLDWIDE CORP
Shares9.5K
Event2026-03-31
Filed2026-04-28
GUNR
0.00%FLEXSHARES GBL-GUNR
Shares13.4K
Event2026-03-31
Filed2026-04-28
PFF
-7.72%ISHR S&P U.S PFD STK
Shares24.1K
Event2026-03-31
Filed2026-04-28
DLR
1.25%DIGITAL REALTY
Shares4.0K
Event2026-03-31
Filed2026-04-28
AMH
-91.27%AMERICAN HOMES 4 REN
Shares25.2K
Event2026-03-31
Filed2026-04-28
CNO
0.00%CNO FINANCIAL GROUP
Shares17.5K
Event2026-03-31
Filed2026-04-28
VRIG
0.00%INVESCO VARIABLE
Shares29.1K
Event2026-03-31
Filed2026-04-28
OTF
4764.41%BLUE OWL TECHNOLOGY
Shares64.0K
Event2026-03-31
Filed2026-04-28
HLT
-13.19%HILTON WORLDWIDE
Shares2.3K
Event2026-03-31
Filed2026-04-28
VRSK
-16.04%VERISK ANALYTICS INC
Shares3.8K
Event2026-03-31
Filed2026-04-28
SPDW
0.00%SPDR PORTFOLIO
Shares14.9K
Event2026-03-31
Filed2026-04-28
PPG
0.00%PPG IND INC
Shares6.7K
Event2026-03-31
Filed2026-04-28
PSX
-14.24%PHILLIPS 66
Shares3.9K
Event2026-03-31
Filed2026-04-28
KMPR
0.00%KEMPER CORP DEL
Shares21.5K
Event2026-03-31
Filed2026-04-28
SYF
-0.51%SYNCHRONY FINANCIAL
Shares9.7K
Event2026-03-31
Filed2026-04-28
FITB
2.82%FIFTH THIRD BANCORP
Shares14.1K
Event2026-03-31
Filed2026-04-28
VSS
0.00%VANGUARD FTWE - VSS
Shares4.5K
Event2026-03-31
Filed2026-04-28
APOLLO GLOBAL MGMT
0.00%APOLLO GLOBAL MGMT
Shares6.2K
Event2026-03-31
Filed2026-04-28
CMS
-7.73%CMS ENERGY
Shares8.3K
Event2026-03-31
Filed2026-04-28
SUB
61.74%ISHARES 0-5 YR MUNIS
Shares6.1K
Event2026-03-31
Filed2026-04-28
INDA
0.00%ISHS MSCI INDIA-INDA
Shares13.7K
Event2026-03-31
Filed2026-04-28
AME
-4.29%AMETEK
Shares2.9K
Event2026-03-31
Filed2026-04-28
ETR
2.40%ENTERGY CORP
Shares5.5K
Event2026-03-31
Filed2026-04-28
HII
2.54%HUNTINGTON INGALLS
Shares1.5K
Event2026-03-31
Filed2026-04-28
VAW
0.07%VANGUARD MAT'S VAW
Shares2.7K
Event2026-03-31
Filed2026-04-28
KEP
NewKorea Electric Power Corp.
Shares44.9K
Event2026-03-31
Filed2026-04-28
CVS
-0.93%CVS CORP
Shares8.4K
Event2026-03-31
Filed2026-04-28
IOO
0.00%ISHR S&P GLBL 100
Shares5.0K
Event2026-03-31
Filed2026-04-28
NFRA
0.00%FLEXSHARES STOXX
Shares9.5K
Event2026-03-31
Filed2026-04-28
BKR
-1.42%BAKER HUGHES A GE CO
Shares9.9K
Event2026-03-31
Filed2026-04-28
ARISTA NETWORKS INC
7.00%ARISTA NETWORKS INC
Shares4.7K
Event2026-03-31
Filed2026-04-28
LEN
112.43%LENNAR CORP
Shares6.6K
Event2026-03-31
Filed2026-04-28
XLRE
0.00%REAL ESTATE SELECT
Shares13.6K
Event2026-03-31
Filed2026-04-28
SPHD
0.00%INVESCO S&P 500 HIGH
Shares11.3K
Event2026-03-31
Filed2026-04-28
IBIT
0.38%ISHARES BITCOIN TR
Shares14.2K
Event2026-03-31
Filed2026-04-28
DRI
0.00%DARDEN RESTAURANTS
Shares2.8K
Event2026-03-31
Filed2026-04-28
SYY
-0.13%SYSCO CORP
Shares7.5K
Event2026-03-31
Filed2026-04-28
AZO
27.20%AUTOZONE
Shares159
Event2026-03-31
Filed2026-04-28
YUM
-10.24%YUM BRANDS
Shares3.4K
Event2026-03-31
Filed2026-04-28
ROP
-2.78%ROPER IND
Shares1.5K
Event2026-03-31
Filed2026-04-28
OUNZ
-10.34%VAN ECK MERK GOLD
Shares12.0K
Event2026-03-31
Filed2026-04-28
VTR
-6.68%VENTAS INC
Shares6.5K
Event2026-03-31
Filed2026-04-28
KEYS
-3.09%KEYSIGHT TECH
Shares1.8K
Event2026-03-31
Filed2026-04-28
BKNG
370.25%BOOKING HOLDINGS INC
Shares3.0K
Event2026-03-31
Filed2026-04-28
J
-8.12%JACOBS SOLUTIONS INC
Shares4.2K
Event2026-03-31
Filed2026-04-28
EW
13.58%EDWARDS LIFE SC
Shares6.5K
Event2026-03-31
Filed2026-04-28
A
3.09%AGILENT TECHNOLOGY
Shares4.6K
Event2026-03-31
Filed2026-04-28
HGER
NewHarbor ETF Trust
Shares16.6K
Event2026-03-31
Filed2026-04-28
STWD
-0.20%STARWOOD PROPERTY
Shares30.1K
Event2026-03-31
Filed2026-04-28
SPIB
-21.10%SPDR BCAP INTER-ITR
Shares15.5K
Event2026-03-31
Filed2026-04-28
ET
4.06%ENERGY TRANSFER
Shares26.8K
Event2026-03-31
Filed2026-04-28
HIG
27.68%HARTFORD FINL
Shares3.7K
Event2026-03-31
Filed2026-04-28
PAVE
0.00%GLOBAL X US
Shares9.7K
Event2026-03-31
Filed2026-04-28
EPD
3.26%ENTERPRISE
Shares13.1K
Event2026-03-31
Filed2026-04-28
WELL
-1.64%WELLTOWER INC
Shares2.5K
Event2026-03-31
Filed2026-04-28
TFC
-0.08%TRUIST FINANCIAL
Shares10.3K
Event2026-03-31
Filed2026-04-28
RAL
-32.25%RALLIANT CORP
Shares11.7K
Event2026-03-31
Filed2026-04-28
AYI
-4.35%ACUITY BRANDS
Shares1.8K
Event2026-03-31
Filed2026-04-28
EA
-12.41%ELECTRONIC ARTS
Shares2.4K
Event2026-03-31
Filed2026-04-28
GEM
-17.46%GOLDMAN SACHS
Shares11.1K
Event2026-03-31
Filed2026-04-28
CPER
0.00%UNITED STATES COPPER
Shares14.0K
Event2026-03-31
Filed2026-04-28
ICE
-38.69%INTERCONTINENTAL EXC
Shares2.8K
Event2026-03-31
Filed2026-04-28
CAH
10.11%CARDINAL HEALTH INC
Shares2.2K
Event2026-03-31
Filed2026-04-28
DHI
-1.47%D.R. HORTON
Shares3.2K
Event2026-03-31
Filed2026-04-28
VLTO
-18.27%VERALTO CORP
Shares5.0K
Event2026-03-31
Filed2026-04-28
LBRDK
0.00%LIBERTY BROADBAND C
Shares8.5K
Event2026-03-31
Filed2026-04-28
COOPER COS INC/THE
0.00%COOPER COS INC/THE
Shares6.1K
Event2026-03-31
Filed2026-04-28
FSLR
-68.56%FIRST SOLAR INC.
Shares2.2K
Event2026-03-31
Filed2026-04-28
OXY
0.00%OCCIDENTAL PETE
Shares6.8K
Event2026-03-31
Filed2026-04-28
MTB
-6.95%M & T BANK
Shares2.0K
Event2026-03-31
Filed2026-04-28
EBAY
-22.33%EBAY INC
Shares4.3K
Event2026-03-31
Filed2026-04-28
VMBS
0.00%VANGUARD MTG-VMBS
Shares9.1K
Event2026-03-31
Filed2026-04-28
MTRN
0.07%BRUSH ENGINEERED
Shares2.8K
Event2026-03-31
Filed2026-04-28
IYJ
0.00%ISHS DOW INDUST IYJ
Shares2.8K
Event2026-03-31
Filed2026-04-28
IJS
0.00%ISHARES SMCAP VALUE
Shares3.5K
Event2026-03-31
Filed2026-04-28
LHX
24.51%L3HARRIS TECH INC
Shares1.1K
Event2026-03-31
Filed2026-04-28
MGM
2.49%MGM MIRAGE
Shares10.8K
Event2026-03-31
Filed2026-04-28
DFUV
0.00%DIMENSIONAL US
Shares8.2K
Event2026-03-31
Filed2026-04-28
NEM
9.64%NEWM0NT MINING
Shares3.5K
Event2026-03-31
Filed2026-04-28
DOW
3.12%DOW INC
Shares9.9K
Event2026-03-31
Filed2026-04-28
CR
0.00%CRANE CO
Shares2.3K
Event2026-03-31
Filed2026-04-28
COKE
0.00%COCA-COLA BOTTLING
Shares2.0K
Event2026-03-31
Filed2026-04-28
XAR
0.00%SPDR AERO DEF - XAR
Shares1.5K
Event2026-03-31
Filed2026-04-28
VONG
0.00%VANGUARD RUSSELL 1K
Shares3.6K
Event2026-03-31
Filed2026-04-28
TLH
0.00%ISHARES 10-20 YEAR
Shares3.9K
Event2026-03-31
Filed2026-04-28
HPE
-11.18%HEWLETT PACKARD ENTE
Shares15.7K
Event2026-03-31
Filed2026-04-28
AMP
-3.07%AMERIPRISE
Shares883
Event2026-03-31
Filed2026-04-28
SIRIUS XM HOLDINGS
0.00%SIRIUS XM HOLDINGS
Shares16.2K
Event2026-03-31
Filed2026-04-28
BAC-PL
16.42%BANKOFAMER 7.25
Shares319
Event2026-03-31
Filed2026-04-28
OPPE
0.00%WISDOMTREE EUROPE HE
Shares6.9K
Event2026-03-31
Filed2026-04-28
VPL
0.00%VANGUARD PAC-VPL
Shares3.8K
Event2026-03-31
Filed2026-04-28
RSG
-1.40%REPUBLIC SERVCS INC
Shares1.7K
Event2026-03-31
Filed2026-04-28
FNDX
0.00%SCHWAB FUND LARGE CA
Shares13.2K
Event2026-03-31
Filed2026-04-28
ACM
0.00%AECOM TECH
Shares4.3K
Event2026-03-31
Filed2026-04-28
CFG
0.00%CITIZENS FINANCIAL
Shares6.0K
Event2026-03-31
Filed2026-04-28
SCCO
10.02%SOUTHERN COPPER
Shares2.1K
Event2026-03-31
Filed2026-04-28
MLI
0.00%MUELLER INDS INC
Shares3.2K
Event2026-03-31
Filed2026-04-28
EWX
0.00%SPDR EMERG SMALL CAP
Shares5.4K
Event2026-03-31
Filed2026-04-28
FCX
-13.74%FREEPORT - MCMORAN
Shares5.8K
Event2026-03-31
Filed2026-04-28
AES
-18.73%AES CORP
Shares24.5K
Event2026-03-31
Filed2026-04-28
Qnity Electronics Inc.
2.11%Qnity Electronics Inc.
Shares2.9K
Event2026-03-31
Filed2026-04-28
HP INC.
-5.83%HP INC.
Shares18.3K
Event2026-03-31
Filed2026-04-28
PEG
1.57%PUBLIC SVC ENTER GRP
Shares4.3K
Event2026-03-31
Filed2026-04-28
WBS
-97.74%WEBSTER FINANCIAL
Shares4.9K
Event2026-03-31
Filed2026-04-28
RLI
-96.98%R L I CORP
Shares5.8K
Event2026-03-31
Filed2026-04-28
SNPS
2.31%SYNOPSYS
Shares842
Event2026-03-31
Filed2026-04-28
L
-16.80%LOEWS CORP
Shares3.1K
Event2026-03-31
Filed2026-04-28
OEF
0.00%ISHRS S&P 100-OEF
Shares1.0K
Event2026-03-31
Filed2026-04-28
STAG
0.00%STAG INDUSTRIAL INC
Shares9.0K
Event2026-03-31
Filed2026-04-28
DOV
0.00%DOVER CORP
Shares1.6K
Event2026-03-31
Filed2026-04-28
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available