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The Analysis of WOODMONT INVESTMENT COUNSEL LLC's Holdings & P&L

Currently, WOODMONT INVESTMENT COUNSEL LLC holds 286 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in VUG (+2.1M shares, valued at $181.7M), VO (+296.8K shares, valued at $23.9M), BINC (+245.6K shares, valued at $12.9M); decreased their positions in IBDS (-297.3K shares, valued at $7.2M), IBDT (-170.4K shares, valued at $4.3M), DELL (-7.7K shares, valued at $3.3M); initiated new positions in BINC (+245.6K shares, valued at $12.9M), FBK (+42.3K shares, valued at $2.3M), N/A (+2.8K shares, valued at $616.6K).

1M P&L

+29.9M+1.81%

3M P&L

+85.3M+5.35%

HY P&L

-932.7M-35.68%

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/A1.0B

63.5%

2Drug Manufacturers - General85.9M

5.2%

3Consumer Electronics49.6M

3.0%

Top Industries by Stock Count

1N/A101 stocks

40.4%

2Semiconductors9 stocks

3.6%

3Drug Manufacturers - General8 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS2.5M shares508.21%2026-06-302026-07-27

VTV VANGUARD INDEX FDS752.5K shares1.91%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS1.6M shares1.69%2026-06-302026-07-27

AAPL APPLE INC171.6K shares0.22%2026-06-302026-07-27

IBDU ISHARES TR1.8M shares1.13%2026-06-302026-07-27

BROADCOM INC BROADCOM INC105.5K shares-3.31%2026-06-302026-07-27

SNEX STONEX GROUP INC317.9K shares-7.17%2026-06-302026-07-27

IBDT ISHARES TR1.5M shares-10.49%2026-06-302026-07-27

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS96.0K shares1.55%2026-06-302026-07-27

SPTS SPDR SERIES TRUST1.2M shares9.11%2026-06-302026-07-27

VO VANGUARD INDEX FDS394.0K shares305.53%2026-06-302026-07-27

DELL DELL TECHNOLOGIES INC71.0K shares-9.73%2026-06-302026-07-27

MSFT MICROSOFT CORP79.7K shares1.79%2026-06-302026-07-27

VB VANGUARD INDEX FDS97.9K shares-0.11%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO82.7K shares0.02%2026-06-302026-07-27

LLY ELI LILLY & CO22.2K shares1.07%2026-06-302026-07-27

Sponsored

IBDV ISHARES TR1.2M shares13.45%2026-06-302026-07-27

IBDS ISHARES TR1.1M shares-21.86%2026-06-302026-07-27

IBDW ISHARES TR1.1M shares20.46%2026-06-302026-07-27

SPEM SPDR INDEX SHS FDS452.3K shares2.60%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON92.1K shares0.18%2026-06-302026-07-27

MRK MERCK & CO INC173.2K shares0.43%2026-06-302026-07-27

GOOG ALPHABET INC60.8K shares-0.68%2026-06-302026-07-27

HCA HCA HEALTHCARE INC54.6K shares4.02%2026-06-302026-07-27

Sponsored

TOTL SSGA ACTIVE ETF TR533.3K shares14.16%2026-06-302026-07-27

DUK DUKE ENERGY CORP NEW160.1K shares1.20%2026-06-302026-07-27

VEU VANGUARD INTL EQUITY INDEX F235.5K shares0.25%2026-06-302026-07-27

CVX CHEVRON CORPORATION116.8K shares2.09%2026-06-302026-07-27

GOOGL ALPHABET INC51.9K shares0.11%2026-06-302026-07-27

SPTI SPDR SERIES TRUST602.8K shares5.82%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL34.0K shares0.80%2026-06-302026-07-27

SMH VANECK ETF TRUST25.1K shares-0.51%2026-06-302026-07-27

Sponsored

PNFP PINNACLE FINL PARTNERS INC135.9K shares-0.74%2026-06-302026-07-27

SGOV ISHARES TR136.0K shares-0.23%2026-06-302026-07-27

SOXX ISHARES TR20.7K shares-0.72%2026-06-302026-07-27

PG PROCTER & GAMBLE CO88.3K shares0.66%2026-06-302026-07-27

BINC BLACKROCK ETF TRUST II245.6K sharesnew addition2026-06-302026-07-27

IEI ISHARES TR105.6K shares-4.81%2026-06-302026-07-27

CHUBB LIMITED CHUBB LIMITED36.3K shares2.24%2026-06-302026-07-27

JQUA J P MORGAN EXCHANGE TRADED F169.7K shares8.36%2026-06-302026-07-27

Sponsored

VIG VANGUARD SPECIALIZED FUNDS44.0K shares-0.50%2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS65.8K shares-0.53%2026-06-302026-07-27

KO COCA COLA CO121.8K shares1.05%2026-06-302026-07-27

NHI NATIONAL HEALTH INVS INC125.8K shares20.87%2026-06-302026-07-27

SCHY SCHWAB STRATEGIC TR300.9K shares3.55%2026-06-302026-07-27

FANG DIAMONDBACK ENERGY INC53.1K shares0.55%2026-06-302026-07-27

VOO VANGUARD INDEX FDS13.5K shares33.11%2026-06-302026-07-27

VZ VERIZON COMMUNICATIONS INC216.0K shares2.90%2026-06-302026-07-27

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP63.9K shares-1.00%2026-06-302026-07-27

PANW PALO ALTO NETWORKS INC25.0K shares-13.04%2026-06-302026-07-27

EMR EMERSON ELEC CO57.2K shares1.23%2026-06-302026-07-27

VGSH VANGUARD SCOTTSDALE FDS138.4K shares-0.34%2026-06-302026-07-27

BAC BANK OF AMER CORP138.7K shares2.17%2026-06-302026-07-27

IGSB ISHARES TR150.1K shares-0.85%2026-06-302026-07-27

BAM BROOKFIELD ASSET MANAGMT LTD174.1K shares0.36%2026-06-302026-07-27

HD HOME DEPOT INC19.8K shares5.34%2026-06-302026-07-27

Sponsored

PFE PFIZER INC284.5K shares2.21%2026-06-302026-07-27

XLV SELECT SECTOR SPDR TR41.0K shares2.30%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION6.6K shares-0.36%2026-06-302026-07-27

WMT WALMART INC54.5K shares-1.17%2026-06-302026-07-27

GD GENERAL DYNAMICS CORP17.1K shares-0.14%2026-06-302026-07-27

ISHARES TR ISHARES TR7.7K shares-0.06%2026-06-302026-07-27

CAT CATERPILLAR INC5.4K shares-1.03%2026-06-302026-07-27

ABBVIE INC ABBVIE INC22.7K shares-1.66%2026-06-302026-07-27

Sponsored

XYL XYLEM INC46.4K shares166.03%2026-06-302026-07-27

QQQ INVESCO QQQ TR7.2K shares-0.77%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F85.3K shares-1.36%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.5K shares-1.45%2026-06-302026-07-27

AMZN AMAZON COM INC20.2K shares2.63%2026-06-302026-07-27

ORI OLD REP INTL CORP117.0K shares2.04%2026-06-302026-07-27

HROW HARROW INC111.8K shares1.13%2026-06-302026-07-27

SCHF SCHWAB STRATEGIC TR160.5K shares-1.30%2026-06-302026-07-27

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC10.6K shares-10.04%2026-06-302026-07-27

QUAL ISHARES TR20.1K shares-0.19%2026-06-302026-07-27

NVDA NVIDIA CORPORATION21.9K shares-1.61%2026-06-302026-07-27

EPD ENTERPRISE PRODS PARTNERS L116.1K shares-1.83%2026-06-302026-07-27

NVS NOVARTIS AG27.1K shares-0.31%2026-06-302026-07-27

ACIW ACI WORLDWIDE INC76.3K shares1.22%2026-06-302026-07-27

DAL DELTA AIR LINES INC39.9K shares0.17%2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC31.2K shares0.01%2026-06-302026-07-27

Sponsored

SCHV SCHWAB STRATEGIC TR104.1K shares0.14%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC6.2K shares2.29%2026-06-302026-07-27

PEP PEPSICO INC25.6K shares-4.03%2026-06-302026-07-27

AFL AFLAC INC29.3K shares-2.76%2026-06-302026-07-27

NUE NUCOR CORP15.0K shares-1.48%2026-06-302026-07-27

COPX GLOBAL X FDS41.2K shares32.67%2026-06-302026-07-27

SOUTHERN CO SOUTHERN CO33.0K shares-0.46%2026-06-302026-07-27

MCD MCDONALDS CORP11.3K shares-0.92%2026-06-302026-07-27

Sponsored

PAYX PAYCHEX INC30.3K shares-5.53%2026-06-302026-07-27

CALM CAL MAINE FOODS INC36.1K shares0.75%2026-06-302026-07-27

AXP AMERICAN EXPRESS CO8.4K shares0.13%2026-06-302026-07-27

CRM SALESFORCE INC18.1K shares3.62%2026-06-302026-07-27

WASTE MGMT INC DEL WASTE MGMT INC DEL12.7K shares-0.79%2026-06-302026-07-27

IEMG ISHARES INC33.4K shares-0.44%2026-06-302026-07-27

DHR DANAHER CORP DEL12.4K shares-0.44%2026-06-302026-07-27

RTX CORPORATION RTX CORPORATION12.4K shares2.50%2026-06-302026-07-27

Sponsored

FBK FB FINL CORP42.3K sharesnew addition2026-06-302026-07-27

CSX CSX CORP48.5K shares0.26%2026-06-302026-07-27

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC19.2K shares4.26%2026-06-302026-07-27

IQLT ISHARES TR45.1K shares-0.06%2026-06-302026-07-27

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR47.6K shares-0.07%2026-06-302026-07-27

MASTERCARD INCORPORATED MASTERCARD INCORPORATED4.2K shares-0.19%2026-06-302026-07-27

MDY STATE STR SPDR S&P MIDCAP 403.0K shares-4.04%2026-06-302026-07-27

BIP BROOKFIELD INFRASTRUCTURE PA57.5K shares1.11%2026-06-302026-07-27

Sponsored

VISA INC VISA INC6.1K shares2.70%2026-06-302026-07-27

IBMR ISHARES TR81.3K shares-18.91%2026-06-302026-07-27

SPDR SERIES TRUST SPDR SERIES TRUST23.3K shares-1.03%2026-06-302026-07-27

AVY AVERY DENNISON CORP12.4K shares0.00%2026-06-302026-07-27

LMT LOCKHEED MARTIN CORP3.5K shares0.00%2026-06-302026-07-27

ATEX ANTERIX INC17.0K shares-7.29%2026-06-302026-07-27

WDAY WORKDAY INC13.5K shares86.95%2026-06-302026-07-27

SPLV INVESCO EXCH TRADED FD TR II21.8K shares-1.73%2026-06-302026-07-27

Sponsored

FHN FIRST HORIZON CORPORATION61.3K shares-4.67%2026-06-302026-07-27

DVY ISHARES TR9.8K shares0.00%2026-06-302026-07-27

USB US BANCORP25.2K shares0.00%2026-06-302026-07-27

DIA STATE STR SPDR DOW JONES IND2.9K shares-3.37%2026-06-302026-07-27

SCHG SCHWAB STRATEGIC TR43.9K shares0.00%2026-06-302026-07-27

ORACLE CORP ORACLE CORP9.9K shares0.13%2026-06-302026-07-27

IBMQ ISHARES TR55.8K shares-18.63%2026-06-302026-07-27

ABT ABBOTT LABORATORIES15.6K shares-2.10%2026-06-302026-07-27

Sponsored

SCHD SCHWAB STRATEGIC TR43.8K shares4.38%2026-06-302026-07-27

MYCG SSGA ACTIVE TR54.9K shares0.00%2026-06-302026-07-27

SPSB SPDR SERIES TRUST43.9K shares0.00%2026-06-302026-07-27

VXF VANGUARD INDEX FDS5.3K shares0.00%2026-06-302026-07-27

NVO NOVO-NORDISK A S27.4K shares0.00%2026-06-302026-07-27

TJX TJX COS INC NEW8.6K shares0.07%2026-06-302026-07-27

IWF ISHARES TR10.3K shares300.00%2026-06-302026-07-27

VCSH VANGUARD SCOTTSDALE FDS15.7K shares-1.87%2026-06-302026-07-27

Sponsored

TSLA TESLA INC2.9K shares34.56%2026-06-302026-07-27

SCHA SCHWAB STRATEGIC TR32.5K shares-0.37%2026-06-302026-07-27

MYCF SSGA ACTIVE TR45.8K shares0.00%2026-06-302026-07-27

QCOM QUALCOMM INC6.1K shares0.88%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC1.6K shares-2.86%2026-06-302026-07-27

VGT VANGUARD WORLD FD9.1K shares660.68%2026-06-302026-07-27

EFA ISHARES TR10.2K shares0.00%2026-06-302026-07-27

SYK STRYKER CORPORATION3.3K shares0.09%2026-06-302026-07-27

Sponsored

PM PHILIP MORRIS INTL INC5.6K shares0.48%2026-06-302026-07-27

XLE SELECT SECTOR SPDR TR18.9K shares-0.94%2026-06-302026-07-27

BLK BLACKROCK INC1.0K shares0.39%2026-06-302026-07-27

BSCR INVESCO EXCH TRD SLF IDX FD49.8K shares-13.50%2026-06-302026-07-27

IWM ISHARES TR3.2K shares-0.77%2026-06-302026-07-27

PFF ISHARES TR31.4K shares0.00%2026-06-302026-07-27

GTLS CHART INDS INC4.5K shares0.00%2026-06-302026-07-27

ADP AUTOMATIC DATA PROCESSING IN4.1K shares-3.92%2026-06-302026-07-27

Sponsored

ECL ECOLAB INC3.2K shares-1.81%2026-06-302026-07-27

FDX FEDEX CORP2.8K shares1.00%2026-06-302026-07-27

IVW ISHARES TR6.4K shares0.00%2026-06-302026-07-27

IWD ISHARES TR3.6K shares0.00%2026-06-302026-07-27

JMST J P MORGAN EXCHANGE TRADED F16.9K shares-10.88%2026-06-302026-07-27

WFC WELLS FARGO & CO10.2K shares2.13%2026-06-302026-07-27

GIB CGI INC13.1K shares-10.46%2026-06-302026-07-27

XLF SELECT SECTOR SPDR TR15.7K shares-4.11%2026-06-302026-07-27

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC9.6K shares-1.83%2026-06-302026-07-27

MS MORGAN STANLEY4.0K shares0.30%2026-06-302026-07-27

AMD ADVANCED MICRO DEVICES INC1.4K shares1.01%2026-06-302026-07-27

WY WEYERHAEUSER CO32.6K shares-14.65%2026-06-302026-07-27

MO ALTRIA GROUP INC10.6K shares-8.68%2026-06-302026-07-27

HDV ISHARES TR27.5K shares399.96%2026-06-302026-07-27

DIS DISNEY WALT CO7.7K shares-11.47%2026-06-302026-07-27

ETN EATON CORP PLC1.7K shares-2.42%2026-06-302026-07-27

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP8.9K shares-0.16%2026-06-302026-07-27

PGR PROGRESSIVE CORP3.3K shares-0.90%2026-06-302026-07-27

UPS UNITED PARCEL SVCS INC6.6K shares-58.42%2026-06-302026-07-27

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.7.8K shares0.00%2026-06-302026-07-27

TXN TEXAS INSTRS INC2.3K shares0.77%2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC666 shares-19.57%2026-06-302026-07-27

SMOT VANECK ETF TRUST17.1K shares0.00%2026-06-302026-07-27

GLW CORNING INC2.6K shares-0.57%2026-06-302026-07-27

Sponsored

AMGN AMGEN INC1.8K shares0.28%2026-06-302026-07-27

MDLZ MONDELEZ INTL INC11.3K shares-2.32%2026-06-302026-07-27

MET METLIFE INC7.3K shares0.00%2026-06-302026-07-27

LOW LOWES COS INC2.8K shares-4.42%2026-06-302026-07-27

HONEYWELL INTL INC HONEYWELL INTL INC2.8K sharesnew addition2026-06-302026-07-27

VBR VANGUARD INDEX FDS2.5K shares0.00%2026-06-302026-07-27

EFAV ISHARES TR7.0K shares-13.30%2026-06-302026-07-27

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.8K sharesnew addition2026-06-302026-07-27

Sponsored

MGK VANGUARD WORLD FD6.9K shares375.48%2026-06-302026-07-27

IJR ISHARES TR4.1K shares0.00%2026-06-302026-07-27

BMY BRISTOL-MYERS SQUIBB CO10.5K shares-1.91%2026-06-302026-07-27

MYCH SSGA ACTIVE TR24.2K shares0.00%2026-06-302026-07-27

PSX PHILLIPS 663.5K shares0.57%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS2.0K shares1.14%2026-06-302026-07-27

3M CO 3M CO3.5K shares13.22%2026-06-302026-07-27

VDC VANGUARD WORLD FD2.5K shares-1.98%2026-06-302026-07-27

Sponsored

IBMP ISHARES TR21.8K shares-42.16%2026-06-302026-07-27

IHE ISHARES TR5.6K shares0.00%2026-06-302026-07-27

TGT TARGET CORP4.2K sharesnew addition2026-06-302026-07-27

WMB WILLIAMS COS INC7.3K shares0.00%2026-06-302026-07-27

ISPY PROSHARES TR11.3K shares0.00%2026-06-302026-07-27

SHEL SHELL PLC7.0K shares0.00%2026-06-302026-07-27

ACWX ISHARES TR7.1K shares0.00%2026-06-302026-07-27

IWY ISHARES TR1.8K shares0.00%2026-06-302026-07-27

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.2K shares-2.75%2026-06-302026-07-27

AMERIPRISE FINL INC AMERIPRISE FINL INC1.1K shares0.00%2026-06-302026-07-27

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F8.4K shares0.19%2026-06-302026-07-27

MRVL MARVELL TECHNOLOGY INC1.7K sharesnew addition2026-06-302026-07-27

UNP UNION PAC CORP1.9K shares0.00%2026-06-302026-07-27

GE GE AEROSPACE1.3K shares-5.48%2026-06-302026-07-27

IWS ISHARES TR3.0K shares0.00%2026-06-302026-07-27

NKE NIKE INC12.1K shares-5.87%2026-06-302026-07-27

Sponsored

SHY ISHARES TR5.9K shares-7.45%2026-06-302026-07-27

JPST J P MORGAN EXCHANGE TRADED F9.4K shares0.00%2026-06-302026-07-27

SDY SPDR SERIES TRUST3.1K shares0.32%2026-06-302026-07-27

WELL WELLTOWER INC2.1K shares0.00%2026-06-302026-07-27

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.4K shares1.38%2026-06-302026-07-27

COF CAPITAL ONE FINL CORP2.3K shares17.25%2026-06-302026-07-27

YUM YUM BRANDS INC2.8K shares-1.11%2026-06-302026-07-27

T AT&T INC21.9K shares-1.17%2026-06-302026-07-27

Sponsored

CLW CLEARWATER PAPER CORP28.7K shares-22.09%2026-06-302026-07-27

GWW WW GRAINGER INC327 shares0.62%2026-06-302026-07-27

NOC NORTHROP GRUMMAN CORP868 shares0.35%2026-06-302026-07-27

RF REGIONS FINANCIAL CORP NEW14.6K shares16.65%2026-06-302026-07-27

DGRO ISHARES TR5.8K shares-2.03%2026-06-302026-07-27

LYB LYONDELLBASELL INDUSTRIES NV8.3K shares0.67%2026-06-302026-07-27

HYBL SSGA ACTIVE TR15.6K shares0.00%2026-06-302026-07-27

BF.B BROWN FORMAN CORP15.9K sharesnew addition2026-06-302026-07-27

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD21.7K shares-22.82%2026-06-302026-07-27

UBER UBER TECHNOLOGIES INC5.8K shares36.61%2026-06-302026-07-27

ITW ILLINOIS TOOL WKS INC1.6K shares-4.38%2026-06-302026-07-27

UL UNILEVER PLC6.9K shares0.42%2026-06-302026-07-27

IVE ISHARES TR1.8K shares0.00%2026-06-302026-07-27

CARR CARRIER GLOBAL CORPORATION5.4K shares0.00%2026-06-302026-07-27

SYY SYSCO CORP4.7K shares-0.42%2026-06-302026-07-27

IAU ISHARES GOLD TR5.2K shares0.00%2026-06-302026-07-27

Sponsored

BDX BECTON DICKINSON & CO2.5K shares-8.95%2026-06-302026-07-27

SPSM SPDR SERIES TRUST6.5K shares0.00%2026-06-302026-07-27

LHX L3HARRIS TECHNOLOGIES INC1.3K shares0.00%2026-06-302026-07-27

MCO MOODYS CORP812 shares1.00%2026-06-302026-07-27

CHCT COMMUNITY HEALTHCARE TR INC20.1K shares0.05%2026-06-302026-07-27

VRT VERTIV HOLDINGS CO1.1K shares3.31%2026-06-302026-07-27

LUV SOUTHWEST AIRLS CO6.8K shares0.00%2026-06-302026-07-27

NETFLIX INC. NETFLIX INC.4.8K shares7.09%2026-06-302026-07-27

Sponsored

RNST RENASANT CORP8.1K shares0.00%2026-06-302026-07-27

IBDX ISHARES TR13.5K sharesnew addition2026-06-302026-07-27

ENB ENBRIDGE INC6.2K shares0.00%2026-06-302026-07-27

TSM TAIWAN SEMICONDUCTOR MANUFAC695 shares7.09%2026-06-302026-07-27

F FORD MTR CO23.8K shares0.01%2026-06-302026-07-27

DEO DIAGEO PLC4.1K shares-6.99%2026-06-302026-07-27

EOG EOG RES INC2.5K shares0.00%2026-06-302026-07-27

FITB FIFTH THIRD BANCORP5.8K shares0.00%2026-06-302026-07-27

Sponsored

MU MICRON TECHNOLOGY INC277 sharesnew addition2026-06-302026-07-27

CL COLGATE PALMOLIVE CO3.5K shares-3.08%2026-06-302026-07-27

VGIT VANGUARD SCOTTSDALE FDS5.2K shares-2.09%2026-06-302026-07-27

WORLD GOLD TR WORLD GOLD TR3.8K sharesnew addition2026-06-302026-07-27

GPN GLOBAL PMTS INC4.1K shares-1.68%2026-06-302026-07-27

ALL ALLSTATE CORP1.2K shares0.66%2026-06-302026-07-27

BSV VANGUARD BD INDEX FDS3.7K sharesnew addition2026-06-302026-07-27

FNDX SCHWAB STRATEGIC TR9.3K shares0.00%2026-06-302026-07-27

Sponsored

XSOE WISDOMTREE TR5.7K shares0.00%2026-06-302026-07-27

MTB M & T BK CORP1.2K shares0.00%2026-06-302026-07-27

ADUS ADDUS HOMECARE CORP2.8K shares6.73%2026-06-302026-07-27

GEV GE VERNOVA INC234 sharesnew addition2026-06-302026-07-27

VLTO VERALTO CORP3.1K shares0.79%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR1.4K sharesnew addition2026-06-302026-07-27

MGNI MAGNITE INC14.3K shares0.00%2026-06-302026-07-27

AGX ARGAN INC336 shares-23.81%2026-06-302026-07-27

Sponsored

TT TRANE TECHNOLOGIES PLC544 shares4.82%2026-06-302026-07-27

PRF INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2026-06-302026-07-27

XLRE SELECT SECTOR SPDR TR5.9K shares0.00%2026-06-302026-07-27

ROK ROCKWELL AUTOMATION INC524 sharesnew addition2026-06-302026-07-27

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.7K shares2.84%2026-06-302026-07-27

IBMS ISHARES TR9.5K shares-28.05%2026-06-302026-07-27

KMI KINDER MORGAN INC DEL7.7K shares0.00%2026-06-302026-07-27

ADI ANALOG DEVICES INC617 sharesnew addition2026-06-302026-07-27

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP8.1K shares0.00%2026-06-302026-07-27

CPRT COPART INC8.6K shares0.60%2026-06-302026-07-27

HSTM HEALTHSTREAM INC8.7K sharesnew addition2026-06-302026-07-27

APH AMPHENOL CORP1.3K sharesnew addition2026-06-302026-07-27

INTC INTEL CORP1.7K sharesnew addition2026-06-302026-07-27

ET ENERGY TRANSFER L P12.1K sharesnew addition2026-06-302026-07-27

MKL MARKEL GROUP INC116 sharesnew addition2026-06-302026-07-27

APD AIR PRODUCTS AND CHEMICALS I772 shares2.80%2026-06-302026-07-27

Sponsored

VV VANGUARD INDEX FDS647 sharesnew addition2026-06-302026-07-27

EGP EASTGROUP PPTYS INC1.1K shares0.00%2026-06-302026-07-27

SPYD SPDR SERIES TRUST4.6K shares0.00%2026-06-302026-07-27

ATO ATMOS ENERGY CORP1.2K shares0.00%2026-06-302026-07-27

NTRS NORTHERN TR CORP1.2K sharesnew addition2026-06-302026-07-27

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC1.4K sharesnew addition2026-06-302026-07-27

BTI BRITISH AMERN TOB PLC3.4K shares0.00%2026-06-302026-07-27

KMB KIMBERLY-CLARK CORP1.9K sharesnew addition2026-06-302026-07-27

Sponsored

IAT ISHARES TR3.3K sharesnew addition2026-06-302026-07-27

HUM HUMANA INC513 sharesnew addition2026-06-302026-07-27

JIRE J P MORGAN EXCHANGE TRADED F2.5K sharesnew addition2026-06-302026-07-27

VPU VANGUARD WORLD FD1.0K shares0.00%2026-06-302026-07-27

BBH TR BBH TR11.0K shares0.00%2026-06-302026-07-27

ESBA EMPIRE ST RLTY OP L P21.7K shares0.00%2026-06-302026-07-27

VUG

VANGUARD INDEX FDS

508.21%

Shares2.5M

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

1.91%

Shares752.5K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

1.69%

Shares1.6M

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

0.22%

Shares171.6K

Event2026-06-30

Filed2026-07-27

IBDU

ISHARES TR

1.13%

Shares1.8M

Event2026-06-30

Filed2026-07-27

BROADCOM INC

-3.31%

Shares105.5K

Event2026-06-30

Filed2026-07-27

SNEX

STONEX GROUP INC

-7.17%

Shares317.9K

Event2026-06-30

Filed2026-07-27

IBDT

ISHARES TR

-10.49%

Shares1.5M

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

1.55%

Shares96.0K

Event2026-06-30

Filed2026-07-27

SPTS

SPDR SERIES TRUST

9.11%

Shares1.2M

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

305.53%

Shares394.0K

Event2026-06-30

Filed2026-07-27

DELL

DELL TECHNOLOGIES INC

-9.73%

Shares71.0K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

1.79%

Shares79.7K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

-0.11%

Shares97.9K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

0.02%

Shares82.7K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

1.07%

Shares22.2K

Event2026-06-30

Filed2026-07-27

IBDV

ISHARES TR

13.45%

Shares1.2M

Event2026-06-30

Filed2026-07-27

IBDS

ISHARES TR

-21.86%

Shares1.1M

Event2026-06-30

Filed2026-07-27

IBDW

ISHARES TR

20.46%

Shares1.1M

Event2026-06-30

Filed2026-07-27

SPEM

SPDR INDEX SHS FDS

2.60%

Shares452.3K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

0.18%

Shares92.1K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

0.43%

Shares173.2K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

-0.68%

Shares60.8K

Event2026-06-30

Filed2026-07-27

HCA

HCA HEALTHCARE INC

4.02%

Shares54.6K

Event2026-06-30

Filed2026-07-27

TOTL

SSGA ACTIVE ETF TR

14.16%

Shares533.3K

Event2026-06-30

Filed2026-07-27

DUK

DUKE ENERGY CORP NEW

1.20%

Shares160.1K

Event2026-06-30

Filed2026-07-27

VEU

VANGUARD INTL EQUITY INDEX F

0.25%

Shares235.5K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

2.09%

Shares116.8K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

0.11%

Shares51.9K

Event2026-06-30

Filed2026-07-27

SPTI

SPDR SERIES TRUST

5.82%

Shares602.8K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.80%

Shares34.0K

Event2026-06-30

Filed2026-07-27

SMH

VANECK ETF TRUST

-0.51%

Shares25.1K

Event2026-06-30

Filed2026-07-27

PNFP

PINNACLE FINL PARTNERS INC

-0.74%

Shares135.9K

Event2026-06-30

Filed2026-07-27

SGOV

ISHARES TR

-0.23%

Shares136.0K

Event2026-06-30

Filed2026-07-27

SOXX

ISHARES TR

-0.72%

Shares20.7K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

0.66%

Shares88.3K

Event2026-06-30

Filed2026-07-27

BINC

BLACKROCK ETF TRUST II

New

Shares245.6K

Event2026-06-30

Filed2026-07-27

IEI

ISHARES TR

-4.81%

Shares105.6K

Event2026-06-30

Filed2026-07-27

CHUBB LIMITED

2.24%

Shares36.3K

Event2026-06-30

Filed2026-07-27

JQUA

J P MORGAN EXCHANGE TRADED F

8.36%

Shares169.7K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

-0.50%

Shares44.0K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

-0.53%

Shares65.8K

Event2026-06-30

Filed2026-07-27

COCA COLA CO

1.05%

Shares121.8K

Event2026-06-30

Filed2026-07-27

NHI

NATIONAL HEALTH INVS INC

20.87%

Shares125.8K

Event2026-06-30

Filed2026-07-27

SCHY

SCHWAB STRATEGIC TR

3.55%

Shares300.9K

Event2026-06-30

Filed2026-07-27

FANG

DIAMONDBACK ENERGY INC

0.55%

Shares53.1K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

33.11%

Shares13.5K

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC

2.90%

Shares216.0K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

-1.00%

Shares63.9K

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC

-13.04%

Shares25.0K

Event2026-06-30

Filed2026-07-27

EMR

EMERSON ELEC CO

1.23%

Shares57.2K

Event2026-06-30

Filed2026-07-27

VGSH

VANGUARD SCOTTSDALE FDS

-0.34%

Shares138.4K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

2.17%

Shares138.7K

Event2026-06-30

Filed2026-07-27

IGSB

ISHARES TR

-0.85%

Shares150.1K

Event2026-06-30

Filed2026-07-27

BAM

BROOKFIELD ASSET MANAGMT LTD

0.36%

Shares174.1K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

5.34%

Shares19.8K

Event2026-06-30

Filed2026-07-27

PFE

PFIZER INC

2.21%

Shares284.5K

Event2026-06-30

Filed2026-07-27

XLV

SELECT SECTOR SPDR TR

2.30%

Shares41.0K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

-0.36%

Shares6.6K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

-1.17%

Shares54.5K

Event2026-06-30

Filed2026-07-27

GENERAL DYNAMICS CORP

-0.14%

Shares17.1K

Event2026-06-30

Filed2026-07-27

ISHARES TR

-0.06%

Shares7.7K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

-1.03%

Shares5.4K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

-1.66%

Shares22.7K

Event2026-06-30

Filed2026-07-27

XYL

XYLEM INC

166.03%

Shares46.4K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

-0.77%

Shares7.2K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

-1.36%

Shares85.3K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

-1.45%

Shares6.5K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

2.63%

Shares20.2K

Event2026-06-30

Filed2026-07-27

ORI

OLD REP INTL CORP

2.04%

Shares117.0K

Event2026-06-30

Filed2026-07-27

HROW

HARROW INC

1.13%

Shares111.8K

Event2026-06-30

Filed2026-07-27

SCHF

SCHWAB STRATEGIC TR

-1.30%

Shares160.5K

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC

-10.04%

Shares10.6K

Event2026-06-30

Filed2026-07-27

QUAL

ISHARES TR

-0.19%

Shares20.1K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

-1.61%

Shares21.9K

Event2026-06-30

Filed2026-07-27

EPD

ENTERPRISE PRODS PARTNERS L

-1.83%

Shares116.1K

Event2026-06-30

Filed2026-07-27

NVS

NOVARTIS AG

-0.31%

Shares27.1K

Event2026-06-30

Filed2026-07-27

ACIW

ACI WORLDWIDE INC

1.22%

Shares76.3K

Event2026-06-30

Filed2026-07-27

DAL

DELTA AIR LINES INC

0.17%

Shares39.9K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

0.01%

Shares31.2K

Event2026-06-30

Filed2026-07-27

SCHV

SCHWAB STRATEGIC TR

0.14%

Shares104.1K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

2.29%

Shares6.2K

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC

-4.03%

Shares25.6K

Event2026-06-30

Filed2026-07-27

AFL

AFLAC INC

-2.76%

Shares29.3K

Event2026-06-30

Filed2026-07-27

NUE

NUCOR CORP

-1.48%

Shares15.0K

Event2026-06-30

Filed2026-07-27

COPX

GLOBAL X FDS

32.67%

Shares41.2K

Event2026-06-30

Filed2026-07-27

SOUTHERN CO

-0.46%

Shares33.0K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

-0.92%

Shares11.3K

Event2026-06-30

Filed2026-07-27

PAYX

PAYCHEX INC

-5.53%

Shares30.3K

Event2026-06-30

Filed2026-07-27

CALM

CAL MAINE FOODS INC

0.75%

Shares36.1K

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO

0.13%

Shares8.4K

Event2026-06-30

Filed2026-07-27

CRM

SALESFORCE INC

3.62%

Shares18.1K

Event2026-06-30

Filed2026-07-27

WASTE MGMT INC DEL

-0.79%

Shares12.7K

Event2026-06-30

Filed2026-07-27

IEMG

ISHARES INC

-0.44%

Shares33.4K

Event2026-06-30

Filed2026-07-27

DHR

DANAHER CORP DEL

-0.44%

Shares12.4K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

2.50%

Shares12.4K

Event2026-06-30

Filed2026-07-27

FBK

FB FINL CORP

New

Shares42.3K

Event2026-06-30

Filed2026-07-27

CSX

CSX CORP

0.26%

Shares48.5K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC

4.26%

Shares19.2K

Event2026-06-30

Filed2026-07-27

IQLT

ISHARES TR

-0.06%

Shares45.1K

Event2026-06-30

Filed2026-07-27

SELECT SECTOR SPDR TR

-0.07%

Shares47.6K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

-0.19%

Shares4.2K

Event2026-06-30

Filed2026-07-27

MDY

STATE STR SPDR S&P MIDCAP 40

-4.04%

Shares3.0K

Event2026-06-30

Filed2026-07-27

BIP

BROOKFIELD INFRASTRUCTURE PA

1.11%

Shares57.5K

Event2026-06-30

Filed2026-07-27

VISA INC

2.70%

Shares6.1K

Event2026-06-30

Filed2026-07-27

IBMR

ISHARES TR

-18.91%

Shares81.3K

Event2026-06-30

Filed2026-07-27

SPDR SERIES TRUST

-1.03%

Shares23.3K

Event2026-06-30

Filed2026-07-27

AVY

AVERY DENNISON CORP

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-27

ATEX

ANTERIX INC

-7.29%

Shares17.0K

Event2026-06-30

Filed2026-07-27

WDAY

WORKDAY INC

86.95%

Shares13.5K

Event2026-06-30

Filed2026-07-27

SPLV

INVESCO EXCH TRADED FD TR II

-1.73%

Shares21.8K

Event2026-06-30

Filed2026-07-27

FHN

FIRST HORIZON CORPORATION

-4.67%

Shares61.3K

Event2026-06-30

Filed2026-07-27

DVY

ISHARES TR

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-27

USB

US BANCORP

0.00%

Shares25.2K

Event2026-06-30

Filed2026-07-27

DIA

STATE STR SPDR DOW JONES IND

-3.37%

Shares2.9K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares43.9K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

0.13%

Shares9.9K

Event2026-06-30

Filed2026-07-27

IBMQ

ISHARES TR

-18.63%

Shares55.8K

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

-2.10%

Shares15.6K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

4.38%

Shares43.8K

Event2026-06-30

Filed2026-07-27

MYCG

SSGA ACTIVE TR

0.00%

Shares54.9K

Event2026-06-30

Filed2026-07-27

SPSB

SPDR SERIES TRUST

0.00%

Shares43.9K

Event2026-06-30

Filed2026-07-27

VXF

VANGUARD INDEX FDS

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-27

NVO

NOVO-NORDISK A S

0.00%

Shares27.4K

Event2026-06-30

Filed2026-07-27

TJX

TJX COS INC NEW

0.07%

Shares8.6K

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR

300.00%

Shares10.3K

Event2026-06-30

Filed2026-07-27

VCSH

VANGUARD SCOTTSDALE FDS

-1.87%

Shares15.7K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

34.56%

Shares2.9K

Event2026-06-30

Filed2026-07-27

SCHA

SCHWAB STRATEGIC TR

-0.37%

Shares32.5K

Event2026-06-30

Filed2026-07-27

MYCF

SSGA ACTIVE TR

0.00%

Shares45.8K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

0.88%

Shares6.1K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

-2.86%

Shares1.6K

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

660.68%

Shares9.1K

Event2026-06-30

Filed2026-07-27

EFA

ISHARES TR

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-27

SYK

STRYKER CORPORATION

0.09%

Shares3.3K

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

0.48%

Shares5.6K

Event2026-06-30

Filed2026-07-27

XLE

SELECT SECTOR SPDR TR

-0.94%

Shares18.9K

Event2026-06-30

Filed2026-07-27

BLK

BLACKROCK INC

0.39%

Shares1.0K

Event2026-06-30

Filed2026-07-27

BSCR

INVESCO EXCH TRD SLF IDX FD

-13.50%

Shares49.8K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

-0.77%

Shares3.2K

Event2026-06-30

Filed2026-07-27

PFF

ISHARES TR

0.00%

Shares31.4K

Event2026-06-30

Filed2026-07-27

GTLS

CHART INDS INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-27

ADP

AUTOMATIC DATA PROCESSING IN

-3.92%

Shares4.1K

Event2026-06-30

Filed2026-07-27

ECL

ECOLAB INC

-1.81%

Shares3.2K

Event2026-06-30

Filed2026-07-27

FDX

FEDEX CORP

1.00%

Shares2.8K

Event2026-06-30

Filed2026-07-27

IVW

ISHARES TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-27

IWD

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-27

JMST

J P MORGAN EXCHANGE TRADED F

-10.88%

Shares16.9K

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO

2.13%

Shares10.2K

Event2026-06-30

Filed2026-07-27

GIB

CGI INC

-10.46%

Shares13.1K

Event2026-06-30

Filed2026-07-27

XLF

SELECT SECTOR SPDR TR

-4.11%

Shares15.7K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

-1.83%

Shares9.6K

Event2026-06-30

Filed2026-07-27

MORGAN STANLEY

0.30%

Shares4.0K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

1.01%

Shares1.4K

Event2026-06-30

Filed2026-07-27

WEYERHAEUSER CO

-14.65%

Shares32.6K

Event2026-06-30

Filed2026-07-27

ALTRIA GROUP INC

-8.68%

Shares10.6K

Event2026-06-30

Filed2026-07-27

HDV

ISHARES TR

399.96%

Shares27.5K

Event2026-06-30

Filed2026-07-27

DIS

DISNEY WALT CO

-11.47%

Shares7.7K

Event2026-06-30

Filed2026-07-27

ETN

EATON CORP PLC

-2.42%

Shares1.7K

Event2026-06-30

Filed2026-07-27

PEG

PUBLIC SVC ENTERPRISE GROUP

-0.16%

Shares8.9K

Event2026-06-30

Filed2026-07-27

PGR

PROGRESSIVE CORP

-0.90%

Shares3.3K

Event2026-06-30

Filed2026-07-27

UPS

UNITED PARCEL SVCS INC

-58.42%

Shares6.6K

Event2026-06-30

Filed2026-07-27

MICROCHIP TECHNOLOGY INC.

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-27

TXN

TEXAS INSTRS INC

0.77%

Shares2.3K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

-19.57%

Shares666

Event2026-06-30

Filed2026-07-27

SMOT

VANECK ETF TRUST

0.00%

Shares17.1K

Event2026-06-30

Filed2026-07-27

GLW

CORNING INC

-0.57%

Shares2.6K

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC

0.28%

Shares1.8K

Event2026-06-30

Filed2026-07-27

MDLZ

MONDELEZ INTL INC

-2.32%

Shares11.3K

Event2026-06-30

Filed2026-07-27

MET

METLIFE INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-27

LOW

LOWES COS INC

-4.42%

Shares2.8K

Event2026-06-30

Filed2026-07-27

HONEYWELL INTL INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-27

EFAV

ISHARES TR

-13.30%

Shares7.0K

Event2026-06-30

Filed2026-07-27

HONEYWELL AEROSPACE INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-27

MGK

VANGUARD WORLD FD

375.48%

Shares6.9K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-27

BMY

BRISTOL-MYERS SQUIBB CO

-1.91%

Shares10.5K

Event2026-06-30

Filed2026-07-27

MYCH

SSGA ACTIVE TR

0.00%

Shares24.2K

Event2026-06-30

Filed2026-07-27

PSX

PHILLIPS 66

0.57%

Shares3.5K

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

1.14%

Shares2.0K

Event2026-06-30

Filed2026-07-27

3M CO

13.22%

Shares3.5K

Event2026-06-30

Filed2026-07-27

VDC

VANGUARD WORLD FD

-1.98%

Shares2.5K

Event2026-06-30

Filed2026-07-27

IBMP

ISHARES TR

-42.16%

Shares21.8K

Event2026-06-30

Filed2026-07-27

IHE

ISHARES TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-27

TGT

TARGET CORP

New

Shares4.2K

Event2026-06-30

Filed2026-07-27

WMB

WILLIAMS COS INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-27

ISPY

PROSHARES TR

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-27

SHEL

SHELL PLC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-27

ACWX

ISHARES TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-27

IWY

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-27

ACCENTURE PLC IRELAND

-2.75%

Shares4.2K

Event2026-06-30

Filed2026-07-27

AMERIPRISE FINL INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

J P MORGAN EXCHANGE TRADED F

0.19%

Shares8.4K

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE

-5.48%

Shares1.3K

Event2026-06-30

Filed2026-07-27

IWS

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-27

NKE

NIKE INC

-5.87%

Shares12.1K

Event2026-06-30

Filed2026-07-27

SHY

ISHARES TR

-7.45%

Shares5.9K

Event2026-06-30

Filed2026-07-27

JPST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-27

SDY

SPDR SERIES TRUST

0.32%

Shares3.1K

Event2026-06-30

Filed2026-07-27

WELL

WELLTOWER INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-27

TRAVELERS COMPANIES INC

1.38%

Shares1.4K

Event2026-06-30

Filed2026-07-27

COF

CAPITAL ONE FINL CORP

17.25%

Shares2.3K

Event2026-06-30

Filed2026-07-27

YUM

YUM BRANDS INC

-1.11%

Shares2.8K

Event2026-06-30

Filed2026-07-27

AT&T INC

-1.17%

Shares21.9K

Event2026-06-30

Filed2026-07-27

CLW

CLEARWATER PAPER CORP

-22.09%

Shares28.7K

Event2026-06-30

Filed2026-07-27

GWW

WW GRAINGER INC

0.62%

Shares327

Event2026-06-30

Filed2026-07-27

NOC

NORTHROP GRUMMAN CORP

0.35%

Shares868

Event2026-06-30

Filed2026-07-27

REGIONS FINANCIAL CORP NEW

16.65%

Shares14.6K

Event2026-06-30

Filed2026-07-27

DGRO

ISHARES TR

-2.03%

Shares5.8K

Event2026-06-30

Filed2026-07-27

LYB

LYONDELLBASELL INDUSTRIES NV

0.67%

Shares8.3K

Event2026-06-30

Filed2026-07-27

HYBL

SSGA ACTIVE TR

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-27

BF.B

BROWN FORMAN CORP

New

Shares15.9K

Event2026-06-30

Filed2026-07-27

BSCQ

INVESCO EXCH TRD SLF IDX FD

-22.82%

Shares21.7K

Event2026-06-30

Filed2026-07-27

UBER

UBER TECHNOLOGIES INC

36.61%

Shares5.8K

Event2026-06-30

Filed2026-07-27

ITW

ILLINOIS TOOL WKS INC

-4.38%

Shares1.6K

Event2026-06-30

Filed2026-07-27

UNILEVER PLC

0.42%

Shares6.9K

Event2026-06-30

Filed2026-07-27

IVE

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-27

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-27

SYY

SYSCO CORP

-0.42%

Shares4.7K

Event2026-06-30

Filed2026-07-27

IAU

ISHARES GOLD TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-27

BDX

BECTON DICKINSON & CO

-8.95%

Shares2.5K

Event2026-06-30

Filed2026-07-27

SPSM

SPDR SERIES TRUST

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-27

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

MCO

MOODYS CORP

1.00%

Shares812

Event2026-06-30

Filed2026-07-27

CHCT

COMMUNITY HEALTHCARE TR INC

0.05%

Shares20.1K

Event2026-06-30

Filed2026-07-27

VRT

VERTIV HOLDINGS CO

3.31%

Shares1.1K

Event2026-06-30

Filed2026-07-27

LUV

SOUTHWEST AIRLS CO

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-27

NETFLIX INC.

7.09%

Shares4.8K

Event2026-06-30

Filed2026-07-27

RNST

RENASANT CORP

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-27

IBDX

ISHARES TR

New

Shares13.5K

Event2026-06-30

Filed2026-07-27

ENB

ENBRIDGE INC

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

7.09%

Shares695

Event2026-06-30

Filed2026-07-27

FORD MTR CO

0.01%

Shares23.8K

Event2026-06-30

Filed2026-07-27

DEO

DIAGEO PLC

-6.99%

Shares4.1K

Event2026-06-30

Filed2026-07-27

EOG

EOG RES INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-27

FITB

FIFTH THIRD BANCORP

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

New

Shares277

Event2026-06-30

Filed2026-07-27

COLGATE PALMOLIVE CO

-3.08%

Shares3.5K

Event2026-06-30

Filed2026-07-27

VGIT

VANGUARD SCOTTSDALE FDS

-2.09%

Shares5.2K

Event2026-06-30

Filed2026-07-27

WORLD GOLD TR

New

Shares3.8K

Event2026-06-30

Filed2026-07-27

GPN

GLOBAL PMTS INC

-1.68%

Shares4.1K

Event2026-06-30

Filed2026-07-27

ALL

ALLSTATE CORP

0.66%

Shares1.2K

Event2026-06-30

Filed2026-07-27

BSV

VANGUARD BD INDEX FDS

New

Shares3.7K

Event2026-06-30

Filed2026-07-27

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-27

XSOE

WISDOMTREE TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-27

MTB

M & T BK CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

ADUS

ADDUS HOMECARE CORP

6.73%

Shares2.8K

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC

New

Shares234

Event2026-06-30

Filed2026-07-27

VLTO

VERALTO CORP

0.79%

Shares3.1K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

MGNI

MAGNITE INC

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-27

AGX

ARGAN INC

-23.81%

Shares336

Event2026-06-30

Filed2026-07-27

TRANE TECHNOLOGIES PLC

4.82%

Shares544

Event2026-06-30

Filed2026-07-27

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-27

XLRE

SELECT SECTOR SPDR TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-27

ROK

ROCKWELL AUTOMATION INC

New

Shares524

Event2026-06-30

Filed2026-07-27

JOHNSON CONTROLS INTERNATION

2.84%

Shares1.7K

Event2026-06-30

Filed2026-07-27

IBMS

ISHARES TR

-28.05%

Shares9.5K

Event2026-06-30

Filed2026-07-27

KMI

KINDER MORGAN INC DEL

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-27

ADI

ANALOG DEVICES INC

New

Shares617

Event2026-06-30

Filed2026-07-27

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-27

CPRT

COPART INC

0.60%

Shares8.6K

Event2026-06-30

Filed2026-07-27

HSTM

HEALTHSTREAM INC

New

Shares8.7K

Event2026-06-30

Filed2026-07-27

APH

AMPHENOL CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

New

Shares1.7K

Event2026-06-30

Filed2026-07-27

ENERGY TRANSFER L P

New

Shares12.1K

Event2026-06-30

Filed2026-07-27

MKL

MARKEL GROUP INC

New

Shares116

Event2026-06-30

Filed2026-07-27

APD

AIR PRODUCTS AND CHEMICALS I

2.80%

Shares772

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

New

Shares647

Event2026-06-30

Filed2026-07-27

EGP

EASTGROUP PPTYS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

SPYD

SPDR SERIES TRUST

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-27

ATO

ATMOS ENERGY CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

NTRS

NORTHERN TR CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

FEDEX FGHT HLDG CO INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

BTI

BRITISH AMERN TOB PLC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-27

KMB

KIMBERLY-CLARK CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-27

IAT

ISHARES TR

New

Shares3.3K

Event2026-06-30

Filed2026-07-27

HUM

HUMANA INC

New

Shares513

Event2026-06-30

Filed2026-07-27

JIRE

J P MORGAN EXCHANGE TRADED F

New

Shares2.5K

Event2026-06-30

Filed2026-07-27

VPU

VANGUARD WORLD FD

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

BBH TR

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-27

ESBA

EMPIRE ST RLTY OP L P

0.00%

Shares21.7K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

TSM Call CallTAIWAN SEMICONDUCTOR MANUFAC100 sharesnew addition2026-06-302026-07-27

TSM Call

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares100

Event2026-06-30

Filed2026-07-27

Put Option Holdings

No put option holdings data available