Sponsored

The Analysis of WoodTrust Financial Corp's Holdings & P&L

Currently, WoodTrust Financial Corp holds 174 types of securities in its portfolio with a total value $774.8K. In the most recent quarter, they have increased their positions in NOW (+52.5K shares, valued at $5.5K), PYPL (+61.4K shares, valued at $2.8K), NKE (+41.5K shares, valued at $2.2K); decreased their positions in EFA (-83.0K shares, valued at $8.1K), CRM (-27.2K shares, valued at $5.1K), VTI (-12.6K shares, valued at $4.0K); initiated new positions in NFLX (+10.3K shares, valued at $995), WSO (+1.8K shares, valued at $664), N/A (+4.7K shares, valued at $406).

1M P&L

+12.7M+1.77%

3M P&L

-10.4M-1.40%

HY P&L

+31.0M+4.42%

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/A280.9K

41.0%

2Drug Manufacturers - General43.0K

6.3%

3Software - Infrastructure26.2K

3.8%

Top Industries by Stock Count

1N/A36 stocks

23.8%

2Aerospace & Defense9 stocks

6.0%

3Drug Manufacturers - General7 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EFA ISHARES TR MSCI EAFE ETF992.3K shares-7.72%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF575.9K shares-7.69%2026-03-312026-05-06

VOE VANGUARD INDEX FDS MCAP VL IDXVIP154.7K shares-10.79%2026-03-312026-05-06

IWN ISHARES TR RUS 2000 VAL ETF142.4K shares-9.80%2026-03-312026-05-06

VOT VANGUARD INDEX FDS MCAP GR IDXVIP98.6K shares-9.63%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW52.8K shares-7.92%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON COM103.2K shares-8.39%2026-03-312026-05-06

IWO ISHARES TR RUS 2000 GRW ETF78.8K shares-10.79%2026-03-312026-05-06

Sponsored

AMZN AMAZON COM INC COM112.6K shares-5.61%2026-03-312026-05-06

MSFT MICROSOFT CORP COM61.5K shares-3.26%2026-03-312026-05-06

AMAT APPLIED MATLS INC COM65.8K shares-13.65%2026-03-312026-05-06

AAPL APPLE INC COM87.9K shares-8.46%2026-03-312026-05-06

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A75.8K shares-10.22%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO COM73.1K shares-6.91%2026-03-312026-05-06

WMT WALMART INC COM127.6K shares-9.01%2026-03-312026-05-06

BRK.A BERKSHIRE HATHAWAY INC DEL CL A20 shares5.26%2026-03-312026-05-06

Sponsored

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C43.8K shares-12.66%2026-03-312026-05-06

PEP PEPSICO INC COM74.5K shares4.46%2026-03-312026-05-06

AXP AMERICAN EXPRESS CO COM37.9K shares-5.85%2026-03-312026-05-06

PFE PFIZER INC COM404.5K shares2.28%2026-03-312026-05-06

VANGUARD INDEX FDS S&P 500 ETF SHS VANGUARD INDEX FDS S&P 500 ETF SHS18.9K shares-25.91%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION COM9.9K shares-10.03%2026-03-312026-05-06

WM WASTE MGMT INC DEL COM42.0K shares3.96%2026-03-312026-05-06

HD HOME DEPOT INC COM28.8K shares-3.23%2026-03-312026-05-06

Sponsored

DIS DISNEY WALT CO COM95.8K shares-3.30%2026-03-312026-05-06

CVX CHEVRON CORPORATION COM44.1K shares-3.59%2026-03-312026-05-06

DE DEERE & CO COM15.4K shares-6.32%2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC COM30.8K shares24.01%2026-03-312026-05-06

NKE NIKE INC CL B152.4K shares37.46%2026-03-312026-05-06

NOC NORTHROP GRUMMAN CORP COM11.6K shares-9.04%2026-03-312026-05-06

PYPL PAYPAL HLDGS INC COM166.9K shares58.14%2026-03-312026-05-06

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM21.3K shares-8.95%2026-03-312026-05-06

Sponsored

SBUX STARBUCKS CORP COM78.1K shares3.70%2026-03-312026-05-06

HON HONEYWELL INTL INC COM29.4K shares-4.07%2026-03-312026-05-06

IDXX IDEXX LABS INC COM11.7K shares-3.76%2026-03-312026-05-06

CRM SALESFORCE INC COM32.4K shares-45.63%2026-03-312026-05-06

VTI VANGUARD INDEX FDS TOTAL STK MKT18.7K shares-40.25%2026-03-312026-05-06

TYL TYLER TECHNOLOGIES INC COM17.4K shares10.62%2026-03-312026-05-06

NOW SERVICENOW INC COM55.5K shares1720.75%2026-03-312026-05-06

VRSK VERISK ANALYTICS INC COM27.3K shares3.63%2026-03-312026-05-06

Sponsored

VXUS VANGUARD STAR FDS VG TL INTL STK F65.4K shares-15.59%2026-03-312026-05-06

VUG VANGUARD INDEX FDS GROWTH ETF8.9K shares-12.50%2026-03-312026-05-06

GEV GE VERNOVA INC COM4.3K shares-10.74%2026-03-312026-05-06

FAST FASTENAL CO COM75.2K shares2.73%2026-03-312026-05-06

VTV VANGUARD INDEX FDS VALUE ETF17.4K shares-13.94%2026-03-312026-05-06

ECL ECOLAB INC COM10.6K shares-0.21%2026-03-312026-05-06

TDG TRANSDIGM GROUP INC COM2.3K shares9.41%2026-03-312026-05-06

FANG DIAMONDBACK ENERGY INC COM12.8K shares0.00%2026-03-312026-05-06

Sponsored

LINDE PLC SHS LINDE PLC SHS5.0K shares0.00%2026-03-312026-05-06

GNRC GENERAC HLDGS INC COM12.4K shares25.32%2026-03-312026-05-06

AMGN AMGEN INC COM6.8K shares3.84%2026-03-312026-05-06

ROK ROCKWELL AUTOMATION INC COM6.5K shares5.83%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC COM2.7K shares-46.72%2026-03-312026-05-06

LLY ELI LILLY & CO COM2.2K shares13.49%2026-03-312026-05-06

VSGX VANGUARD WORLD FD ESG INTL STK ETF27.7K shares4.15%2026-03-312026-05-06

ORLY OREILLY AUTOMOTIVE INC COM21.2K shares0.00%2026-03-312026-05-06

Sponsored

SYK STRYKER CORPORATION COM5.9K shares0.00%2026-03-312026-05-06

LOW LOWES COS INC COM8.1K shares-4.73%2026-03-312026-05-06

BA BOEING CO COM9.2K shares5.72%2026-03-312026-05-06

NVDA NVIDIA CORPORATION COM10.0K shares14.30%2026-03-312026-05-06

RB GLOBAL INC COM RB GLOBAL INC COM17.6K shares-42.26%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T TR UNIT2.5K shares0.00%2026-03-312026-05-06

PSTG EVERPURE INC CL A27.3K shares-18.18%2026-03-312026-05-06

DSI ISHARES TR ESG MSCI KLD 40013.2K shares32.48%2026-03-312026-05-06

Sponsored

V VISA INC COM CL A5.2K shares-6.41%2026-03-312026-05-06

CAT CATERPILLAR INC COM2.2K shares0.00%2026-03-312026-05-06

ICE INTERCONTINENTAL EXCHANGE IN COM9.9K shares0.00%2026-03-312026-05-06

AME AMETEK INC COM7.2K shares4.71%2026-03-312026-05-06

MDB MONGODB INC CL A6.2K shares-7.52%2026-03-312026-05-06

DXCM DEXCOM INC COM23.6K shares45.60%2026-03-312026-05-06

ISRG INTUITIVE SURGICAL INC COM NEW3.2K shares-24.16%2026-03-312026-05-06

HWM HOWMET AEROSPACE INC COM6.1K shares0.00%2026-03-312026-05-06

Sponsored

XOM EXXON MOBIL CORP COM8.1K shares-0.85%2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS COM5.6K shares0.00%2026-03-312026-05-06

WWD WOODWARD INC COM3.7K shares0.00%2026-03-312026-05-06

IRTC IRHYTHM HOLDINGS INC COM10.5K shares4.47%2026-03-312026-05-06

TOST TOAST INC CL A45.5K shares0.00%2026-03-312026-05-06

CSCO CISCO SYS INC COM15.1K shares0.00%2026-03-312026-05-06

BROADCOM INC COM BROADCOM INC COM3.6K shares-6.84%2026-03-312026-05-06

INVESCO QQQ TR UNIT SER 1 INVESCO QQQ TR UNIT SER 11.9K shares-56.40%2026-03-312026-05-06

Sponsored

PG PROCTER & GAMBLE CO COM7.6K shares-0.69%2026-03-312026-05-06

UBER UBER TECHNOLOGIES INC COM14.9K shares-19.04%2026-03-312026-05-06

NFLX NETFLIX INC. COM10.3K sharesnew addition2026-03-312026-05-06

ABBV ABBVIE INC COM4.5K shares0.00%2026-03-312026-05-06

PSB HLDGS INC WIS COM PSB HLDGS INC WIS COM35.4K shares0.00%2026-03-312026-05-06

SSO PROSHARES TR PSHS ULT S&P 50018.1K shares-26.19%2026-03-312026-05-06

WAB WABTEC COM3.6K shares0.00%2026-03-312026-05-06

GE AEROSPACE COM NEW GE AEROSPACE COM NEW3.1K shares-39.22%2026-03-312026-05-06

Sponsored

SEOAY STORA ENSO OYJ SPON ADR REP R75.6K shares0.00%2026-03-312026-05-06

MCD MCDONALDS CORP COM2.8K shares-1.78%2026-03-312026-05-06

KO COCA COLA CO COM10.6K shares7.50%2026-03-312026-05-06

DFAT DIMENSIONAL ETF TRUST US TARGETED VLU12.9K shares20.69%2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS HIGH DIV YLD5.1K shares-9.89%2026-03-312026-05-06

EMR EMERSON ELEC CO COM5.7K shares0.00%2026-03-312026-05-06

CELC CELCUITY INC COM6.2K shares0.00%2026-03-312026-05-06

BAC BANK AMERICA CORP COM14.3K shares0.00%2026-03-312026-05-06

Sponsored

AIR AAR CORP COM6.3K shares0.00%2026-03-312026-05-06

DVN DEVON ENERGY CORP NEW COM13.3K shares0.00%2026-03-312026-05-06

WSO WATSCO INC COM1.8K sharesnew addition2026-03-312026-05-06

CRWD CROWDSTRIKE HLDGS INC CL A1.7K shares126.00%2026-03-312026-05-06

UNP UNION PAC CORP COM2.7K shares0.00%2026-03-312026-05-06

CW CURTISS WRIGHT CORP COM950 shares0.00%2026-03-312026-05-06

DFUV DIMENSIONAL ETF TRUST US MKTWIDE VALUE13.2K shares31.09%2026-03-312026-05-06

GILD GILEAD SCIENCES INC COM4.5K shares-0.55%2026-03-312026-05-06

Sponsored

META META PLATFORMS INC CL A1.1K shares6.36%2026-03-312026-05-06

RYAN RYAN SPECIALTY HOLDINGS INC CL A17.9K shares0.00%2026-03-312026-05-06

ULS UL SOLUTIONS INC CLASS A COM SHS6.8K shares0.00%2026-03-312026-05-06

VBR VANGUARD INDEX FDS SM CP VAL ETF2.6K shares-14.04%2026-03-312026-05-06

PODD INSULET CORP COM2.7K shares0.00%2026-03-312026-05-06

VBK VANGUARD INDEX FDS SML CP GRW ETF1.8K shares-14.41%2026-03-312026-05-06

TOTALENERGIES SE ACT TOTALENERGIES SE ACT5.8K shares0.00%2026-03-312026-05-06

BLACKSTONE INC COM BLACKSTONE INC COM4.5K shares-60.35%2026-03-312026-05-06

Sponsored

NOVT NOVANTA INC COM4.3K shares30.46%2026-03-312026-05-06

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM4.3K shares0.00%2026-03-312026-05-06

CME CME GROUP INC COM1.6K shares0.00%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC COM9.4K shares26.89%2026-03-312026-05-06

WFC-PL WELLS FARGO & CO PERP PFD CNV A400 shares0.00%2026-03-312026-05-06

ABT ABBOTT LABORATORIES COM4.4K shares-14.25%2026-03-312026-05-06

ASB ASSOCIATED BANC-CORP COM17.0K shares0.18%2026-03-312026-05-06

AON PLC SHS CL A AON PLC SHS CL A1.4K shares-76.34%2026-03-312026-05-06

Sponsored

MEDTRONIC PLC SHS MEDTRONIC PLC SHS4.7K sharesnew addition2026-03-312026-05-06

VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD5.0K shares-63.30%2026-03-312026-05-06

BSV VANGUARD BD INDEX FDS SHORT TRM BOND5.1K shares-63.34%2026-03-312026-05-06

BMY BRISTOL-MYERS SQUIBB CO COM6.4K shares8.55%2026-03-312026-05-06

WFC WELLS FARGO & CO COM4.9K shares-0.93%2026-03-312026-05-06

WAY WAYSTAR HLDG CORP COM15.9K sharesnew addition2026-03-312026-05-06

DVY ISHARES TR SELECT DIVID ETF2.5K shares0.00%2026-03-312026-05-06

TXN TEXAS INSTRS INC COM1.8K shares0.00%2026-03-312026-05-06

Sponsored

BROS DUTCH BROS INC CL A7.0K shares0.00%2026-03-312026-05-06

GWRE GUIDEWIRE SOFTWARE INC COM2.4K shares-45.98%2026-03-312026-05-06

MLI MUELLER INDS INC COM3.1K shares0.00%2026-03-312026-05-06

DX DYNEX CAP INC COM26.0K shares36.84%2026-03-312026-05-06

CACI CACI INTL INC CL A600 shares0.00%2026-03-312026-05-06

RBC RBC BEARINGS INC COM600 shares0.00%2026-03-312026-05-06

BND VANGUARD BD INDEX FDS TOTAL BND MRKT4.4K shares-63.14%2026-03-312026-05-06

AVAV AEROVIRONMENT INC COM1.8K shares0.00%2026-03-312026-05-06

Sponsored

SPXC SPX TECHNOLOGIES INC COM1.6K shares0.00%2026-03-312026-05-06

BIV VANGUARD BD INDEX FDS INTERMED TERM4.1K shares-63.23%2026-03-312026-05-06

CB CHUBB LTD SWITZ COM957 shares33.47%2026-03-312026-05-06

BK BANK NEW YORK MELLON CORP COM2.6K shares0.00%2026-03-312026-05-06

VIPER ENERGY INC CL A VIPER ENERGY INC CL A6.5K sharesnew addition2026-03-312026-05-06

SHW SHERWIN WILLIAMS CO COM950 shares0.00%2026-03-312026-05-06

XPO XPO INC COM1.6K shares0.00%2026-03-312026-05-06

BMO BANK MONTREAL MEDIUM COM2.2K shares0.00%2026-03-312026-05-06

Sponsored

GRAYSCALE BITCOIN MINI TR ET SHS NEW GRAYSCALE BITCOIN MINI TR ET SHS NEW9.8K shares0.00%2026-03-312026-05-06

COF CAPITAL ONE FINL CORP COM1.6K shares0.00%2026-03-312026-05-06

IVW ISHARES TR S&P 500 GRWT ETF2.5K shares0.00%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR STATE STREET TEC2.2K shares0.00%2026-03-312026-05-06

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A1.4K shares0.00%2026-03-312026-05-06

COWZ PACER FDS TR US CASH COWS 1004.5K shares0.00%2026-03-312026-05-06

GLD SPDR GOLD TR GOLD SHS642 shares24.18%2026-03-312026-05-06

SDY SPDR SERIES TRUST STATE STREET SPD1.9K shares0.00%2026-03-312026-05-06

Sponsored

RTX RTX CORPORATION COM1.4K shares0.00%2026-03-312026-05-06

INTC INTEL CORP COM5.9K sharesnew addition2026-03-312026-05-06

RMD RESMED INC COM1.2K shares-68.40%2026-03-312026-05-06

TSLA TESLA INC COM697 shares-1.69%2026-03-312026-05-06

IVE ISHARES TR S&P 500 VAL ETF1.2K shares0.00%2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ8.3K shares0.00%2026-03-312026-05-06

TTAN SERVICETITAN INC SHS CL A4.0K shares33.33%2026-03-312026-05-06

IJR ISHARES TR CORE S&P SCP ETF2.0K shares0.00%2026-03-312026-05-06

Sponsored

FND FLOOR & DECOR HLDGS INC CL A4.6K sharesnew addition2026-03-312026-05-06

SVV SAVERS VALUE VLG INC COM31.0K sharesnew addition2026-03-312026-05-06

ADPT ADAPTIVE BIOTECHNOLOGIES COR COM16.0K sharesnew addition2026-03-312026-05-06

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW3.9K shares-0.03%2026-03-312026-05-06

FSV FIRSTSERVICE CORP NEW COM1.6K sharesnew addition2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF1.0K shares0.00%2026-03-312026-05-06

LPLA LPL FINL HLDGS INC COM702 shares0.00%2026-03-312026-05-06

PCOR PROCORE TECHNOLOGIES INC COM3.6K shares10.77%2026-03-312026-05-06

Sponsored

SOFI SOFI TECHNOLOGIES INC COM12.4K sharesnew addition2026-03-312026-05-06

AGNC AGNC INVT CORP COM16.0K sharesnew addition2026-03-312026-05-06

EMPNIA INC SERIES A-1 EMPNIA INC SERIES A-110.0K shares0.00%2026-03-312026-05-06

NIGHTWARE INC NIGHTWARE INC98.0K shares0.00%2026-03-312026-05-06

LCTX LINEAGE CELL THERAPEUTICS IN COM10.0K shares0.00%2026-03-312026-05-06

NATURALSHRIMP INC COM NATURALSHRIMP INC COM150.0K shares0.00%2026-03-312026-05-06

EFA

ISHARES TR MSCI EAFE ETF

-7.72%

Shares992.3K

Event2026-03-31

Filed2026-05-06

VWO

VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF

-7.69%

Shares575.9K

Event2026-03-31

Filed2026-05-06

VOE

VANGUARD INDEX FDS MCAP VL IDXVIP

-10.79%

Shares154.7K

Event2026-03-31

Filed2026-05-06

IWN

ISHARES TR RUS 2000 VAL ETF

-9.80%

Shares142.4K

Event2026-03-31

Filed2026-05-06

VOT

VANGUARD INDEX FDS MCAP GR IDXVIP

-9.63%

Shares98.6K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL CL B NEW

-7.92%

Shares52.8K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON COM

-8.39%

Shares103.2K

Event2026-03-31

Filed2026-05-06

IWO

ISHARES TR RUS 2000 GRW ETF

-10.79%

Shares78.8K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC COM

-5.61%

Shares112.6K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP COM

-3.26%

Shares61.5K

Event2026-03-31

Filed2026-05-06

AMAT

APPLIED MATLS INC COM

-13.65%

Shares65.8K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC COM

-8.46%

Shares87.9K

Event2026-03-31

Filed2026-05-06

ALPHABET INC CAP STK CL A

-10.22%

Shares75.8K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO COM

-6.91%

Shares73.1K

Event2026-03-31

Filed2026-05-06

WMT

WALMART INC COM

-9.01%

Shares127.6K

Event2026-03-31

Filed2026-05-06

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

5.26%

Shares20

Event2026-03-31

Filed2026-05-06

ALPHABET INC CAP STK CL C

-12.66%

Shares43.8K

Event2026-03-31

Filed2026-05-06

PEP

PEPSICO INC COM

4.46%

Shares74.5K

Event2026-03-31

Filed2026-05-06

AXP

AMERICAN EXPRESS CO COM

-5.85%

Shares37.9K

Event2026-03-31

Filed2026-05-06

PFE

PFIZER INC COM

2.28%

Shares404.5K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS S&P 500 ETF SHS

-25.91%

Shares18.9K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION COM

-10.03%

Shares9.9K

Event2026-03-31

Filed2026-05-06

WASTE MGMT INC DEL COM

3.96%

Shares42.0K

Event2026-03-31

Filed2026-05-06

HOME DEPOT INC COM

-3.23%

Shares28.8K

Event2026-03-31

Filed2026-05-06

DIS

DISNEY WALT CO COM

-3.30%

Shares95.8K

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION COM

-3.59%

Shares44.1K

Event2026-03-31

Filed2026-05-06

DEERE & CO COM

-6.32%

Shares15.4K

Event2026-03-31

Filed2026-05-06

UNH

UNITEDHEALTH GROUP INC COM

24.01%

Shares30.8K

Event2026-03-31

Filed2026-05-06

NKE

NIKE INC CL B

37.46%

Shares152.4K

Event2026-03-31

Filed2026-05-06

NOC

NORTHROP GRUMMAN CORP COM

-9.04%

Shares11.6K

Event2026-03-31

Filed2026-05-06

PYPL

PAYPAL HLDGS INC COM

58.14%

Shares166.9K

Event2026-03-31

Filed2026-05-06

GENERAL DYNAMICS CORP COM

-8.95%

Shares21.3K

Event2026-03-31

Filed2026-05-06

SBUX

STARBUCKS CORP COM

3.70%

Shares78.1K

Event2026-03-31

Filed2026-05-06

HON

HONEYWELL INTL INC COM

-4.07%

Shares29.4K

Event2026-03-31

Filed2026-05-06

IDXX

IDEXX LABS INC COM

-3.76%

Shares11.7K

Event2026-03-31

Filed2026-05-06

CRM

SALESFORCE INC COM

-45.63%

Shares32.4K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS TOTAL STK MKT

-40.25%

Shares18.7K

Event2026-03-31

Filed2026-05-06

TYL

TYLER TECHNOLOGIES INC COM

10.62%

Shares17.4K

Event2026-03-31

Filed2026-05-06

NOW

SERVICENOW INC COM

1720.75%

Shares55.5K

Event2026-03-31

Filed2026-05-06

VRSK

VERISK ANALYTICS INC COM

3.63%

Shares27.3K

Event2026-03-31

Filed2026-05-06

VXUS

VANGUARD STAR FDS VG TL INTL STK F

-15.59%

Shares65.4K

Event2026-03-31

Filed2026-05-06

VUG

VANGUARD INDEX FDS GROWTH ETF

-12.50%

Shares8.9K

Event2026-03-31

Filed2026-05-06

GEV

GE VERNOVA INC COM

-10.74%

Shares4.3K

Event2026-03-31

Filed2026-05-06

FAST

FASTENAL CO COM

2.73%

Shares75.2K

Event2026-03-31

Filed2026-05-06

VTV

VANGUARD INDEX FDS VALUE ETF

-13.94%

Shares17.4K

Event2026-03-31

Filed2026-05-06

ECL

ECOLAB INC COM

-0.21%

Shares10.6K

Event2026-03-31

Filed2026-05-06

TDG

TRANSDIGM GROUP INC COM

9.41%

Shares2.3K

Event2026-03-31

Filed2026-05-06

FANG

DIAMONDBACK ENERGY INC COM

0.00%

Shares12.8K

Event2026-03-31

Filed2026-05-06

LINDE PLC SHS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-06

GNRC

GENERAC HLDGS INC COM

25.32%

Shares12.4K

Event2026-03-31

Filed2026-05-06

AMGN

AMGEN INC COM

3.84%

Shares6.8K

Event2026-03-31

Filed2026-05-06

ROK

ROCKWELL AUTOMATION INC COM

5.83%

Shares6.5K

Event2026-03-31

Filed2026-05-06

GOLDMAN SACHS GROUP INC COM

-46.72%

Shares2.7K

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY & CO COM

13.49%

Shares2.2K

Event2026-03-31

Filed2026-05-06

VSGX

VANGUARD WORLD FD ESG INTL STK ETF

4.15%

Shares27.7K

Event2026-03-31

Filed2026-05-06

ORLY

OREILLY AUTOMOTIVE INC COM

0.00%

Shares21.2K

Event2026-03-31

Filed2026-05-06

SYK

STRYKER CORPORATION COM

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-06

LOW

LOWES COS INC COM

-4.73%

Shares8.1K

Event2026-03-31

Filed2026-05-06

BOEING CO COM

5.72%

Shares9.2K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION COM

14.30%

Shares10.0K

Event2026-03-31

Filed2026-05-06

RB GLOBAL INC COM

-42.26%

Shares17.6K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T TR UNIT

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-06

PSTG

EVERPURE INC CL A

-18.18%

Shares27.3K

Event2026-03-31

Filed2026-05-06

DSI

ISHARES TR ESG MSCI KLD 400

32.48%

Shares13.2K

Event2026-03-31

Filed2026-05-06

VISA INC COM CL A

-6.41%

Shares5.2K

Event2026-03-31

Filed2026-05-06

CAT

CATERPILLAR INC COM

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-06

ICE

INTERCONTINENTAL EXCHANGE IN COM

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-06

AME

AMETEK INC COM

4.71%

Shares7.2K

Event2026-03-31

Filed2026-05-06

MDB

MONGODB INC CL A

-7.52%

Shares6.2K

Event2026-03-31

Filed2026-05-06

DXCM

DEXCOM INC COM

45.60%

Shares23.6K

Event2026-03-31

Filed2026-05-06

ISRG

INTUITIVE SURGICAL INC COM NEW

-24.16%

Shares3.2K

Event2026-03-31

Filed2026-05-06

HWM

HOWMET AEROSPACE INC COM

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP COM

-0.85%

Shares8.1K

Event2026-03-31

Filed2026-05-06

IBM

INTERNATIONAL BUSINESS MACHS COM

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-06

WWD

WOODWARD INC COM

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-06

IRTC

IRHYTHM HOLDINGS INC COM

4.47%

Shares10.5K

Event2026-03-31

Filed2026-05-06

TOST

TOAST INC CL A

0.00%

Shares45.5K

Event2026-03-31

Filed2026-05-06

CSCO

CISCO SYS INC COM

0.00%

Shares15.1K

Event2026-03-31

Filed2026-05-06

BROADCOM INC COM

-6.84%

Shares3.6K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR UNIT SER 1

-56.40%

Shares1.9K

Event2026-03-31

Filed2026-05-06

PROCTER & GAMBLE CO COM

-0.69%

Shares7.6K

Event2026-03-31

Filed2026-05-06

UBER

UBER TECHNOLOGIES INC COM

-19.04%

Shares14.9K

Event2026-03-31

Filed2026-05-06

NFLX

NETFLIX INC. COM

New

Shares10.3K

Event2026-03-31

Filed2026-05-06

ABBV

ABBVIE INC COM

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-06

PSB HLDGS INC WIS COM

0.00%

Shares35.4K

Event2026-03-31

Filed2026-05-06

SSO

PROSHARES TR PSHS ULT S&P 500

-26.19%

Shares18.1K

Event2026-03-31

Filed2026-05-06

WAB

WABTEC COM

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-06

GE AEROSPACE COM NEW

-39.22%

Shares3.1K

Event2026-03-31

Filed2026-05-06

SEOAY

STORA ENSO OYJ SPON ADR REP R

0.00%

Shares75.6K

Event2026-03-31

Filed2026-05-06

MCD

MCDONALDS CORP COM

-1.78%

Shares2.8K

Event2026-03-31

Filed2026-05-06

COCA COLA CO COM

7.50%

Shares10.6K

Event2026-03-31

Filed2026-05-06

DFAT

DIMENSIONAL ETF TRUST US TARGETED VLU

20.69%

Shares12.9K

Event2026-03-31

Filed2026-05-06

VYM

VANGUARD WHITEHALL FDS HIGH DIV YLD

-9.89%

Shares5.1K

Event2026-03-31

Filed2026-05-06

EMR

EMERSON ELEC CO COM

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-06

CELC

CELCUITY INC COM

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-06

BAC

BANK AMERICA CORP COM

0.00%

Shares14.3K

Event2026-03-31

Filed2026-05-06

AIR

AAR CORP COM

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-06

DVN

DEVON ENERGY CORP NEW COM

0.00%

Shares13.3K

Event2026-03-31

Filed2026-05-06

WSO

WATSCO INC COM

New

Shares1.8K

Event2026-03-31

Filed2026-05-06

CRWD

CROWDSTRIKE HLDGS INC CL A

126.00%

Shares1.7K

Event2026-03-31

Filed2026-05-06

UNP

UNION PAC CORP COM

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-06

CURTISS WRIGHT CORP COM

0.00%

Shares950

Event2026-03-31

Filed2026-05-06

DFUV

DIMENSIONAL ETF TRUST US MKTWIDE VALUE

31.09%

Shares13.2K

Event2026-03-31

Filed2026-05-06

GILD

GILEAD SCIENCES INC COM

-0.55%

Shares4.5K

Event2026-03-31

Filed2026-05-06