Sponsored
The Analysis of YANKCOM Partnership's Holdings & P&L
Currently, YANKCOM Partnership holds 368 types of securities in its portfolio with a total value $243.2M. In the most recent quarter, they have increased their positions in SCHV (+65.7K shares, valued at $2.0M), VEA (+29.1K shares, valued at $1.9M), IJH (+22.1K shares, valued at $1.5M); decreased their positions in CAT (-366 shares, valued at $259.3K), JNJ (-784 shares, valued at $191.6K), LMT (-265 shares, valued at $160.2K); initiated new positions in KLAC (+360 shares, valued at $530.1K), MNST (+2.1K shares, valued at $155.6K), PWR (+250 shares, valued at $137.3K).
1M P&L
+4.1M+1.83%
3M P&L
+4.4M+1.95%
HY P&L
+19.9M+9.49%
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/A96.7M
47.4%
2Drug Manufacturers - General6.7M
3.3%
3Semiconductors6.7M
3.3%
Top Industries by Stock Count
1N/A97 stocks
29.0%
2Software - Application10 stocks
3.0%
3Drug Manufacturers - General9 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Vanguard Index Funds S&P 500 ETF Vanguard Index Funds S&P 500 ETF24.6K shares8.72%2026-03-312026-04-20
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Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF7.7K shares0.00%2026-03-312026-04-20
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TE Connectivity PLC Registered Shares TE Connectivity PLC Registered Shares3.4K shares5.27%2026-03-312026-04-20
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Lam Research Corp. Ordinary Shares Lam Research Corp. Ordinary Shares1.5K shares-25.41%2026-03-312026-04-20
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Canadian Pacific Kansas City Ltd Canadian Pacific Kansas City Ltd492 shares0.00%2026-03-312026-04-20
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GUNR Flexshares Trust Global Upstream Natural Resources Index ETF273 sharesnew addition2026-03-312026-04-20
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VEA
10.73%Vanguard FTSE Developed Markets ETF
Shares300.1K
Event2026-03-31
Filed2026-04-20
SCHV
13.97%Schwab Strategic Tr US Large-Cap Value ETF
Shares536.1K
Event2026-03-31
Filed2026-04-20
Vanguard Index Funds S&P 500 ETF
8.72%Vanguard Index Funds S&P 500 ETF
Shares24.6K
Event2026-03-31
Filed2026-04-20
IJH
14.26%iShares Tr S&P Midcap 400 ETF
Shares177.3K
Event2026-03-31
Filed2026-04-20
IWY
14.80%iShares Tr Russell Top 200 Growth ETF
Shares37.7K
Event2026-03-31
Filed2026-04-20
AAPL
0.98%Apple Computer Inc
Shares25.6K
Event2026-03-31
Filed2026-04-20
AMZN
2.45%Amazon.com Inc
Shares30.0K
Event2026-03-31
Filed2026-04-20
MSFT
7.12%Microsoft Corp
Shares16.1K
Event2026-03-31
Filed2026-04-20
NVDA
-0.57%Nvidia Corp
Shares31.2K
Event2026-03-31
Filed2026-04-20
VWO
12.97%Vanguard FTSE Emerging Markets ETF
Shares91.9K
Event2026-03-31
Filed2026-04-20
Alphabet Inc Cap Stock Cl A
1.51%Alphabet Inc Cap Stock Cl A
Shares15.1K
Event2026-03-31
Filed2026-04-20
SPDW
0.00%SPDR Portfolio Developed World Ex-US ETF
Shares86.8K
Event2026-03-31
Filed2026-04-20
Broadcom Inc
30.51%Broadcom Inc
Shares12.4K
Event2026-03-31
Filed2026-04-20
IJR
3.66%iShares Core S&P Smallcap 600 Index ETF
Shares28.2K
Event2026-03-31
Filed2026-04-20
Citigroup Inc
-0.97%Citigroup Inc
Shares30.3K
Event2026-03-31
Filed2026-04-20
JPM
3.67%JPMorgan Chase & Co
Shares11.4K
Event2026-03-31
Filed2026-04-20
IEFA
0.00%iShares Core MSCI EAFE ETF
Shares34.1K
Event2026-03-31
Filed2026-04-20
XOM
-4.37%Exxon Mobil Corp
Shares17.1K
Event2026-03-31
Filed2026-04-20
SPY
0.00%SPDR S&P 500 ETF
Shares4.4K
Event2026-03-31
Filed2026-04-20
IVV
4.95%iShares Core S&P 500 ETF
Shares3.5K
Event2026-03-31
Filed2026-04-20
VNQ
16.44%Vanguard REIT ETF
Shares24.7K
Event2026-03-31
Filed2026-04-20
ABBV
2.30%AbbVie Inc
Shares9.9K
Event2026-03-31
Filed2026-04-20
UNP
0.73%Union Pacific Corp
Shares8.7K
Event2026-03-31
Filed2026-04-20
Merck & Co Inc
0.00%Merck & Co Inc
Shares16.5K
Event2026-03-31
Filed2026-04-20
WMB
-5.40%Williams Companies
Shares26.4K
Event2026-03-31
Filed2026-04-20
AMP
4.76%Ameriprise Financial Corp
Shares4.2K
Event2026-03-31
Filed2026-04-20
MCD
2.39%McDonalds Corp
Shares6.0K
Event2026-03-31
Filed2026-04-20
CSCO
1.89%Cisco Systems Inc
Shares23.8K
Event2026-03-31
Filed2026-04-20
Berkshire Hathaway Inc Class B
4.73%Berkshire Hathaway Inc Class B
Shares3.8K
Event2026-03-31
Filed2026-04-20
META
0.96%Meta Platforms Inc (formerly Facebook Inc)
Shares3.2K
Event2026-03-31
Filed2026-04-20
PG
2.03%Procter & Gamble Co
Shares12.0K
Event2026-03-31
Filed2026-04-20
HD
13.26%Home Depot
Shares5.1K
Event2026-03-31
Filed2026-04-20
HON
2.08%Honeywell Intl Inc
Shares7.3K
Event2026-03-31
Filed2026-04-20
Alphabet Inc Cap Stock Cl C
-0.45%Alphabet Inc Cap Stock Cl C
Shares5.6K
Event2026-03-31
Filed2026-04-20
V
9.33%Visa Inc
Shares5.2K
Event2026-03-31
Filed2026-04-20
COST
8.67%Costco Wholesale Corp
Shares1.6K
Event2026-03-31
Filed2026-04-20
PEP
7.13%Pepsico Inc
Shares9.9K
Event2026-03-31
Filed2026-04-20
LMT
-9.52%Lockheed Martin Corp
Shares2.5K
Event2026-03-31
Filed2026-04-20
TSLA
-3.01%Tesla Motors Inc
Shares4.1K
Event2026-03-31
Filed2026-04-20
JNJ
-11.21%Johnson & Johnson Inc
Shares6.2K
Event2026-03-31
Filed2026-04-20
CAT
-14.60%Caterpillar Inc
Shares2.1K
Event2026-03-31
Filed2026-04-20
Invesco S&P 500 Equal Weight ETF
0.00%Invesco S&P 500 Equal Weight ETF
Shares7.7K
Event2026-03-31
Filed2026-04-20
Medtronic Hldg Ltd
5.78%Medtronic Hldg Ltd
Shares16.7K
Event2026-03-31
Filed2026-04-20
CVX
9.42%Chevron Texaco Corp
Shares6.8K
Event2026-03-31
Filed2026-04-20
DLR
-0.86%Digital Realty Tr Inc
Shares7.7K
Event2026-03-31
Filed2026-04-20
WMT
-2.36%Wal-Mart Stores Inc
Shares10.8K
Event2026-03-31
Filed2026-04-20
NVS
-2.19%Novartis AG ADR
Shares8.3K
Event2026-03-31
Filed2026-04-20
LLY
-1.76%Eli Lilly & Co
Shares1.3K
Event2026-03-31
Filed2026-04-20
SHOP
0.28%Shopify Inc
Shares10.3K
Event2026-03-31
Filed2026-04-20
DGX
-0.75%Quest Diagnostics Inc
Shares6.2K
Event2026-03-31
Filed2026-04-20
NEE
-4.72%Nextera Energy Inc
Shares13.0K
Event2026-03-31
Filed2026-04-20
PM
-7.54%Philip Morris Inc
Shares7.2K
Event2026-03-31
Filed2026-04-20
VZ
0.99%Verizon Communications
Shares23.7K
Event2026-03-31
Filed2026-04-20
ABT
-1.03%Abbott Laboratories
Shares11.3K
Event2026-03-31
Filed2026-04-20
QUAL
0.00%Ishares MSCI USA Quality Factor ETF
Shares6.0K
Event2026-03-31
Filed2026-04-20
PLD
-0.84%Prologis Inc Reit
Shares8.7K
Event2026-03-31
Filed2026-04-20
FDX
0.00%FedEx Corp
Shares3.2K
Event2026-03-31
Filed2026-04-20
IWD
0.00%Ishares Russell 1000 Value ETF
Shares5.3K
Event2026-03-31
Filed2026-04-20
ALL
7.03%Allstate Corporation
Shares5.2K
Event2026-03-31
Filed2026-04-20
QCOM
0.09%Qualcomm Inc
Shares7.8K
Event2026-03-31
Filed2026-04-20
SBUX
0.17%Starbucks Corp
Shares11.2K
Event2026-03-31
Filed2026-04-20
Eaton Corp
7.57%Eaton Corp
Shares2.8K
Event2026-03-31
Filed2026-04-20
MS
-4.05%Morgan Stanley
Shares5.8K
Event2026-03-31
Filed2026-04-20
IWF
0.00%iShares Tr Russell 1000 Growth ETF
Shares2.2K
Event2026-03-31
Filed2026-04-20
TRP
-6.55%TC Energy Corp
Shares14.7K
Event2026-03-31
Filed2026-04-20
BSCQ
-0.99%Invesco Bulletshares 2026 Corporate Bond ETF
Shares46.1K
Event2026-03-31
Filed2026-04-20
RTX
-1.10%RTX Corporation (Formerly Raytheon Technologies)
Shares4.6K
Event2026-03-31
Filed2026-04-20
FITB
-0.78%Fifth Third Bancorp
Shares18.9K
Event2026-03-31
Filed2026-04-20
COP
9.87%Conoco Phillips
Shares6.6K
Event2026-03-31
Filed2026-04-20
GLW
-13.88%Corning Inc
Shares6.4K
Event2026-03-31
Filed2026-04-20
BKNG
6.25%Booking Holdings
Shares204
Event2026-03-31
Filed2026-04-20
APD
-3.13%Air Products & Chemicals Inc
Shares2.9K
Event2026-03-31
Filed2026-04-20
BSCR
0.00%Invesco Bulletshares 2027 Corporate Bond ETF
Shares42.9K
Event2026-03-31
Filed2026-04-20
HBAN
5.72%Huntington Bancshares Inc Corp Common
Shares53.2K
Event2026-03-31
Filed2026-04-20
TGT
-2.58%Target Corporation
Shares6.8K
Event2026-03-31
Filed2026-04-20
Blackstone Inc
50.96%Blackstone Inc
Shares6.9K
Event2026-03-31
Filed2026-04-20
CB
5.41%Chubb Ltd Ord
Shares2.4K
Event2026-03-31
Filed2026-04-20
SLYV
0.00%SPDR S&P 600 Small Cap Value ETF
Shares8.2K
Event2026-03-31
Filed2026-04-20
AEP
-2.71%American Electric Power Co Inc
Shares5.6K
Event2026-03-31
Filed2026-04-20
NOC
4.55%Northrop Grumman Corp
Shares1.1K
Event2026-03-31
Filed2026-04-20
TFC
-0.71%Truist Financial Corp
Shares15.8K
Event2026-03-31
Filed2026-04-20
ENB
-3.85%Enbridge Inc
Shares13.4K
Event2026-03-31
Filed2026-04-20
TE Connectivity PLC Registered Shares
5.27%TE Connectivity PLC Registered Shares
Shares3.4K
Event2026-03-31
Filed2026-04-20
DOW
19.96%Dow Inc
Shares15.8K
Event2026-03-31
Filed2026-04-20
CIBR
0.00%First Trust Nasdaq Cybersecurity ETF
Shares10.5K
Event2026-03-31
Filed2026-04-20
ECL
5.00%Ecolab Inc
Shares2.4K
Event2026-03-31
Filed2026-04-20
PRU
-1.12%Prudential Financial
Shares6.3K
Event2026-03-31
Filed2026-04-20
TMO
8.33%Thermo Fisher Scientific
Shares1.2K
Event2026-03-31
Filed2026-04-20
ITA
0.00%iShares Dow Jones US Aerospace and Defense Index Fund ETF
Shares2.6K
Event2026-03-31
Filed2026-04-20
PNC
5.69%PNC Financial Services Group
Shares2.7K
Event2026-03-31
Filed2026-04-20
CRM
4.92%Salesforce Inc
Shares3.0K
Event2026-03-31
Filed2026-04-20
BSMR
0.00%Invesco Bulletshares 2027 Municipal Bond ETF
Shares23.2K
Event2026-03-31
Filed2026-04-20
KLAC
NewKLA Corp
Shares360
Event2026-03-31
Filed2026-04-20
BSCS
-1.68%Invesco Bulletshares 2028 Corporate Bond ETF
Shares25.2K
Event2026-03-31
Filed2026-04-20
HAS
-0.61%Hasbro Inc
Shares5.4K
Event2026-03-31
Filed2026-04-20
ITOT
0.00%Ishares Core S&P Total US Stock Market ETF
Shares3.5K
Event2026-03-31
Filed2026-04-20
AMGN
2.61%Amgen Inc
Shares1.4K
Event2026-03-31
Filed2026-04-20
BSMQ
0.00%Invesco Bulletshares 2026 Municipal Bond ETF
Shares19.3K
Event2026-03-31
Filed2026-04-20
Duke Energy Corp
-0.37%Duke Energy Corp
Shares3.5K
Event2026-03-31
Filed2026-04-20
SNA
-0.81%Snap-On Tools Corp
Shares1.2K
Event2026-03-31
Filed2026-04-20
Invesco QQQ Trust Series 1 ETF
0.00%Invesco QQQ Trust Series 1 ETF
Shares730
Event2026-03-31
Filed2026-04-20
ISRG
2.28%Intuitive Surgical Inc
Shares898
Event2026-03-31
Filed2026-04-20
IHDG
0.00%Wisdomtree International Hedged Qual Dividend Growth ETF
Shares8.4K
Event2026-03-31
Filed2026-04-20
PYPL
-3.31%PayPal Holdings Inc
Shares8.8K
Event2026-03-31
Filed2026-04-20
Accenture PLC
97.41%Accenture PLC
Shares2.0K
Event2026-03-31
Filed2026-04-20
DSI
0.00%iShares MSCI KLD 400 Social Index ETF
Shares3.2K
Event2026-03-31
Filed2026-04-20
DVY
0.00%iShares Select Dividend ETF
Shares2.5K
Event2026-03-31
Filed2026-04-20
XYL
0.00%Xylem Inc
Shares3.0K
Event2026-03-31
Filed2026-04-20
BSMS
11.50%Invesco Bulletshares 2028 Municipal Bond ETF
Shares15.3K
Event2026-03-31
Filed2026-04-20
SDY
-10.06%SPDR S&P Dividend ETF
Shares2.4K
Event2026-03-31
Filed2026-04-20
AMT
14.19%American Tower Corp
Shares2.0K
Event2026-03-31
Filed2026-04-20
NFLX
-10.89%Netflix, Inc.
Shares3.6K
Event2026-03-31
Filed2026-04-20
BSCV
0.00%Invesco Bulletshares 2031 Corporate Bond ETF
Shares20.7K
Event2026-03-31
Filed2026-04-20
BSCY
13.04%Invesco Bulletshares 2034 Corporate Bond ETF
Shares16.5K
Event2026-03-31
Filed2026-04-20
ADBE
7.13%Adobe Systems Inc
Shares1.4K
Event2026-03-31
Filed2026-04-20
BSCT
0.00%Invesco Bulletshares 2029 Corporate Bond ETF
Shares18.0K
Event2026-03-31
Filed2026-04-20
ZTS
16.82%Zoetis Inc Class A
Shares2.8K
Event2026-03-31
Filed2026-04-20
Lam Research Corp. Ordinary Shares
-25.41%Lam Research Corp. Ordinary Shares
Shares1.5K
Event2026-03-31
Filed2026-04-20
IWM
0.00%iShares Russell 2000 Index
Shares1.2K
Event2026-03-31
Filed2026-04-20
MA
0.51%Mastercard Inc
Shares591
Event2026-03-31
Filed2026-04-20
XLE
0.00%Energy Select Sector SPDR ETF
Shares4.8K
Event2026-03-31
Filed2026-04-20
BSCX
0.00%Invesco BulletShares 2033 Corporate Bond ETF
Shares13.8K
Event2026-03-31
Filed2026-04-20
BSCW
0.00%Invesco Bulletshares 2032 Corporate Bond ETF
Shares14.1K
Event2026-03-31
Filed2026-04-20
DHR
14.36%Danaher Corp
Shares1.5K
Event2026-03-31
Filed2026-04-20
PANW
9.88%Palo Alto Networks Inc Common
Shares1.7K
Event2026-03-31
Filed2026-04-20
BSCZ
3.68%Invesco Bulletshares 2035 Corporate Bond ETF
Shares13.4K
Event2026-03-31
Filed2026-04-20
VCIT
-8.05%Vanguard Intermediate Term Corporate Bond ETF
Shares3.3K
Event2026-03-31
Filed2026-04-20
BSCU
0.00%Invesco Bulletshares 2030 Corporate Bond ETF
Shares15.8K
Event2026-03-31
Filed2026-04-20
FTV
8.62%Fortive Corp
Shares4.7K
Event2026-03-31
Filed2026-04-20
SCHD
-32.55%Schwab US Dividend Equity ETF
Shares8.1K
Event2026-03-31
Filed2026-04-20
BSMT
-6.52%Invesco Bulletshares 2029 Municipal Bond ETF
Shares10.8K
Event2026-03-31
Filed2026-04-20
ASML
-33.09%ASML Holdings NV ADR
Shares186
Event2026-03-31
Filed2026-04-20
KO
-0.98%Coca Cola Co
Shares3.2K
Event2026-03-31
Filed2026-04-20
ODFL
24.27%Old Dominion Freight Lines
Shares1.2K
Event2026-03-31
Filed2026-04-20
NOW
-11.00%Servicenow Inc
Shares2.1K
Event2026-03-31
Filed2026-04-20
PKG
0.00%Packaging Corp of America
Shares1.0K
Event2026-03-31
Filed2026-04-20
AFL
0.00%AFLAC Inc
Shares1.8K
Event2026-03-31
Filed2026-04-20
APH
-0.95%Amphenol Corp
Shares1.6K
Event2026-03-31
Filed2026-04-20
EBAY
0.00%Ebay Inc
Shares2.1K
Event2026-03-31
Filed2026-04-20
KKR & Company Inc
54.48%KKR & Company Inc
Shares2.1K
Event2026-03-31
Filed2026-04-20
MPWR
-1.70%Monolithic Power Systems Inc
Shares173
Event2026-03-31
Filed2026-04-20
IDXX
-0.30%Idexx Laboratories, Inc
Shares330
Event2026-03-31
Filed2026-04-20
CMI
1082.76%Cummins Inc
Shares343
Event2026-03-31
Filed2026-04-20
HIMU
32.23%iShares High Yield Muni Active ETF
Shares3.8K
Event2026-03-31
Filed2026-04-20
CTAS
62.76%Cintas Corp
Shares1.1K
Event2026-03-31
Filed2026-04-20
SPGI
60.23%S&P Global Inc
Shares415
Event2026-03-31
Filed2026-04-20
SYK
7.72%Stryker Corp
Shares530
Event2026-03-31
Filed2026-04-20
BSMU
0.00%Invesco Bulletshares 2030 Municipal Bond ETF
Shares7.9K
Event2026-03-31
Filed2026-04-20
BAC
-17.36%Bankamerica Corp
Shares3.5K
Event2026-03-31
Filed2026-04-20
MXI
0.00%iShares S&P Global Materials Index ETF
Shares1.6K
Event2026-03-31
Filed2026-04-20
SHW
5.30%Sherwin-Williams Company
Shares517
Event2026-03-31
Filed2026-04-20
PLTR
-1.10%Palantir Technologies Inc
Shares1.1K
Event2026-03-31
Filed2026-04-20
MNST
NewMonster Beverage Corp
Shares2.1K
Event2026-03-31
Filed2026-04-20
VUG
-2.22%Vanguard Growth Index Fund ETF
Shares353
Event2026-03-31
Filed2026-04-20
LECO
-2.08%Lincoln Electric Holdings Inc
Shares612
Event2026-03-31
Filed2026-04-20
SNPS
-1.06%Synopsys Inc
Shares375
Event2026-03-31
Filed2026-04-20
CASY
10.17%Casey's General Stores Inc
Shares195
Event2026-03-31
Filed2026-04-20
SCHW
-7.70%Charles Schwab Corp
Shares1.5K
Event2026-03-31
Filed2026-04-20
PWR
NewQuanta Services Inc
Shares250
Event2026-03-31
Filed2026-04-20
DDOG
1.03%Datadog Inc Cl A
Shares1.1K
Event2026-03-31
Filed2026-04-20
SPOT
-25.53%Spotify Technology Sa Corp
Shares245
Event2026-03-31
Filed2026-04-20
URI
0.62%United Rentals Inc
Shares162
Event2026-03-31
Filed2026-04-20
SRLN
0.00%SPDR Blackstone Senior Loan ETF
Shares2.9K
Event2026-03-31
Filed2026-04-20
INTU
-31.81%Intuit Inc
Shares253
Event2026-03-31
Filed2026-04-20
VTI
NewVanguard Total Stock Market Index Fund ETF
Shares340
Event2026-03-31
Filed2026-04-20
HYG
0.00%iShares iBoxx $ High Yield Corporate Bond ETF
Shares1.3K
Event2026-03-31
Filed2026-04-20
SCHG
-21.27%Schwab US Large-Cap Growth ETF
Shares3.6K
Event2026-03-31
Filed2026-04-20
VXUS
43.74%Vanguard Total International Stock ETF
Shares1.2K
Event2026-03-31
Filed2026-04-20
VSGX
0.00%Vanguard ESG International Stock ETF
Shares1.2K
Event2026-03-31
Filed2026-04-20
VGT
0.00%Vanguard Information Technology ETF
Shares126
Event2026-03-31
Filed2026-04-20
Blackrock Inc
-11.88%Blackrock Inc
Shares89
Event2026-03-31
Filed2026-04-20
AMAT
-5.16%Applied Materials Inc
Shares239
Event2026-03-31
Filed2026-04-20
PGR
-34.75%Progressive Corp
Shares385
Event2026-03-31
Filed2026-04-20
PWV
0.00%Invesco Large Cap Value ETF
Shares1.1K
Event2026-03-31
Filed2026-04-20
UNH
-8.67%Unitedhealth Group Inc
Shares274
Event2026-03-31
Filed2026-04-20
MBB
-27.18%iShares Barclays MBS Bond ETF
Shares761
Event2026-03-31
Filed2026-04-20
WING
0.00%Wingstop Inc
Shares426
Event2026-03-31
Filed2026-04-20
DE
12.75%Deere and Co
Shares115
Event2026-03-31
Filed2026-04-20
SYY
2.87%Sysco Corp
Shares897
Event2026-03-31
Filed2026-04-20
ETR
0.00%Entergy Corp
Shares558
Event2026-03-31
Filed2026-04-20
TSM
-28.35%Taiwan Semiconductor Manufacturing Co Ltd ADR
Shares182
Event2026-03-31
Filed2026-04-20
VTWO
0.00%Vanguard Russell 2000 ETF
Shares589
Event2026-03-31
Filed2026-04-20
CW
0.00%Curtiss-Wright Corp
Shares86
Event2026-03-31
Filed2026-04-20
RBLX
NewRoblox Corporation Ordinary Shares
Shares1.0K
Event2026-03-31
Filed2026-04-20
CWI
0.00%SPDR MSCI ACWI Ex US ETF
Shares1.5K
Event2026-03-31
Filed2026-04-20
EFA
0.00%iShares MSCI EAFE ETF
Shares576
Event2026-03-31
Filed2026-04-20
HDV
0.00%Ishares Core High Dividend ETF
Shares400
Event2026-03-31
Filed2026-04-20
ESGV
0.00%Vanguard ESG US Stock ETF
Shares458
Event2026-03-31
Filed2026-04-20
USMV
0.00%iShares MSCI USA Min Vol Factor ETF
Shares541
Event2026-03-31
Filed2026-04-20
VO
0.00%Vanguard MSCI US Mid Cap 450 Index
Shares169
Event2026-03-31
Filed2026-04-20
CSX
-10.78%CSX Corp
Shares1.1K
Event2026-03-31
Filed2026-04-20
VIG
0.00%Vanguard Dividend Appreciation Index Fund ETF
Shares214
Event2026-03-31
Filed2026-04-20
SLB
0.00%Schlumberger LTD
Shares868
Event2026-03-31
Filed2026-04-20
WM
60.83%Waste Management Inc. Com
Shares193
Event2026-03-31
Filed2026-04-20
GS
-48.96%Goldman Sachs Group
Shares49
Event2026-03-31
Filed2026-04-20
BND
0.00%Vanguard Total Bond Market ETF
Shares550
Event2026-03-31
Filed2026-04-20
VB
0.00%Vanguard Small-Cap Index Fund ETF
Shares152
Event2026-03-31
Filed2026-04-20
IXUS
0.00%Ishares Core MSCI Total International Stock ETF
Shares449
Event2026-03-31
Filed2026-04-20
Canadian Pacific Kansas City Ltd
0.00%Canadian Pacific Kansas City Ltd
Shares492
Event2026-03-31
Filed2026-04-20
CHD
0.00%Church & Dwight Co Inc
Shares413
Event2026-03-31
Filed2026-04-20
GILD
0.00%Gilead Sciences Inc
Shares270
Event2026-03-31
Filed2026-04-20
RWK
NewInvesco S&P Midcap 400 Revenue ETF
Shares290
Event2026-03-31
Filed2026-04-20
Linde PLC Corp
0.00%Linde PLC Corp
Shares74
Event2026-03-31
Filed2026-04-20
EMR
0.00%Emerson Electric Co
Shares277
Event2026-03-31
Filed2026-04-20
TRV
0.00%Travelers Companies
Shares121
Event2026-03-31
Filed2026-04-20
EEMV
0.00%Ishares MSCI Emerging Markets Min Vol Factor ETF
Shares536
Event2026-03-31
Filed2026-04-20
PNW
0.00%Pinnacle West Cap Corp
Shares341
Event2026-03-31
Filed2026-04-20
AVSC
0.00%Avantis U.S Small Cap Equity ETF
Shares500
Event2026-03-31
Filed2026-04-20
SO
0.00%Southern Co
Shares319
Event2026-03-31
Filed2026-04-20
VGK
0.00%Vanguard FTSE Europe ETF
Shares357
Event2026-03-31
Filed2026-04-20
FCX
-45.45%Freeport-McMoran Copper & Gold Inc
Shares474
Event2026-03-31
Filed2026-04-20
DLTR
0.00%Dollar Tree Inc
Shares250
Event2026-03-31
Filed2026-04-20
AXP
-57.69%American Express Co
Shares88
Event2026-03-31
Filed2026-04-20
TJX
75.27%TJX Companies Inc
Shares163
Event2026-03-31
Filed2026-04-20
IDEV
0.00%Ishares MSCI International Developed Markets ETF
Shares307
Event2026-03-31
Filed2026-04-20
PFG
0.00%Principal Financial Group
Shares282
Event2026-03-31
Filed2026-04-20
VONV
0.00%Vanguard Russell 1000 Value Index ETF
Shares269
Event2026-03-31
Filed2026-04-20
HEFA
NewiShares Currency Hedged MSCI EAFE ETF
Shares580
Event2026-03-31
Filed2026-04-20
LH
0.00%Labcorp Holdings Inc
Shares92
Event2026-03-31
Filed2026-04-20
DIS
0.00%Disney Co
Shares246
Event2026-03-31
Filed2026-04-20
ELS
0.00%Equity Lifestyle Properties Inc
Shares379
Event2026-03-31
Filed2026-04-20
IMCG
0.00%Ishares Morningstar Mid-Cap Growth ETF
Shares300
Event2026-03-31
Filed2026-04-20
IBIT
NewIshares Bitcoin Trust ETF
Shares593
Event2026-03-31
Filed2026-04-20
USB
0.00%US Bancorp
Shares438
Event2026-03-31
Filed2026-04-20
BDX
0.00%Becton Dickinson & Co
Shares142
Event2026-03-31
Filed2026-04-20
VONG
0.00%Vanguard Russell 1000 Growth Index ETF
Shares189
Event2026-03-31
Filed2026-04-20
PFE
-35.29%Pfizer Inc
Shares717
Event2026-03-31
Filed2026-04-20
RWJ
NewInvesco S&P Smallcap 600 Revenue ETF
Shares390
Event2026-03-31
Filed2026-04-20
BMY
0.00%Bristol Myers Squibb Co
Shares322
Event2026-03-31
Filed2026-04-20
UBS
-49.50%UBS Group Ag Registered Shares
Shares509
Event2026-03-31
Filed2026-04-20
AVDE
0.00%Avantis International Equity ETF
Shares228
Event2026-03-31
Filed2026-04-20
ORCL
-27.01%Oracle Corp
Shares127
Event2026-03-31
Filed2026-04-20
LKQ
0.00%LKQ Corp
Shares630
Event2026-03-31
Filed2026-04-20
CMG
-86.09%Chipotle Mexican Grill Inc
Shares565
Event2026-03-31
Filed2026-04-20
BAH
0.00%Booz Allen Hamilton Holding Corp
Shares230
Event2026-03-31
Filed2026-04-20
Glaxosmithkline PLC ADR
-45.18%Glaxosmithkline PLC ADR
Shares324
Event2026-03-31
Filed2026-04-20
RF
0.00%Regions Financial
Shares664
Event2026-03-31
Filed2026-04-20
COF
193.55%Capital One Financial Corp
Shares91
Event2026-03-31
Filed2026-04-20
ADI
0.00%Analog Devices Inc
Shares52
Event2026-03-31
Filed2026-04-20
FIS
0.00%Fidelity National Information Services Inc
Shares350
Event2026-03-31
Filed2026-04-20
CSL
NewCarlisle Companies
Shares49
Event2026-03-31
Filed2026-04-20
IUSB
0.00%iShares Core Total USD Bond Market ETF
Shares353
Event2026-03-31
Filed2026-04-20
MKC
0.00%McCormick & Company Non Voting
Shares322
Event2026-03-31
Filed2026-04-20
VMI
0.00%Valmont Industries, Inc
Shares40
Event2026-03-31
Filed2026-04-20
JPIE
NewJPMorgan Income ETF
Shares346
Event2026-03-31
Filed2026-04-20
CGCB
NewCapital Group Core Bond ETF
Shares602
Event2026-03-31
Filed2026-04-20
EVTR
NewEaton Vance Total Return Bond ETF
Shares304
Event2026-03-31
Filed2026-04-20
GUNR
NewFlexshares Trust Global Upstream Natural Resources Index ETF
Shares273
Event2026-03-31
Filed2026-04-20
CARR
-43.97%Carrier Global Corp
Shares265
Event2026-03-31
Filed2026-04-20
MGA
0.00%Magna Int'l Inc Cl A
Shares267
Event2026-03-31
Filed2026-04-20
CRL
0.00%Charles River Laboratories International Inc
Shares86
Event2026-03-31
Filed2026-04-20
TotalEnergies SE
-59.49%TotalEnergies SE
Shares158
Event2026-03-31
Filed2026-04-20
VLO
NewValero Energy Corp
Shares57
Event2026-03-31
Filed2026-04-20
JPST
NewJPMorgan Ultra-Short Income ETF
Shares275
Event2026-03-31
Filed2026-04-20
SMH
NewVaneck Trust Semiconductor ETF
Shares36
Event2026-03-31
Filed2026-04-20
VGIT
-69.66%Vanguard Intermediate Term Treasury ETF
Shares230
Event2026-03-31
Filed2026-04-20
PSX
0.00%Phillips 66 Com
Shares74
Event2026-03-31
Filed2026-04-20
SHY
NewIshares Barclays 1-3 Year Treasury Bond Fund ETF
Shares158
Event2026-03-31
Filed2026-04-20
UBER
NewUber Technologies
Shares174
Event2026-03-31
Filed2026-04-20
T
6.68%AT&T Inc
Shares431
Event2026-03-31
Filed2026-04-20
AVY
0.00%Avery Dennison Corp
Shares70
Event2026-03-31
Filed2026-04-20
MMM
0.00%3M Company
Shares81
Event2026-03-31
Filed2026-04-20
PAVE
NewGlobal X US Infrastructure Development ETF
Shares226
Event2026-03-31
Filed2026-04-20
IEMG
0.00%iShares Core MSCI Emerging Markets ETF
Shares163
Event2026-03-31
Filed2026-04-20
SHEL
-65.24%Shell PLC ADR
Shares122
Event2026-03-31
Filed2026-04-20
XEL
NewXCEL Energy Inc
Shares136
Event2026-03-31
Filed2026-04-20
MCK
NewMcKesson Corp
Shares12
Event2026-03-31
Filed2026-04-20
UHAL.B
0.00%U-Haul Holding Co Ser N - Non Voting
Shares220
Event2026-03-31
Filed2026-04-20
CRWD
NewCrowdstrike Holdings Inc Ordinary Shares - Class A
Shares25
Event2026-03-31
Filed2026-04-20
SPYM
-25.73%State Street SPDR Portfolio S&P 500 ETF
Shares127
Event2026-03-31
Filed2026-04-20
CIEN
0.00%Ciena Corp
Shares25
Event2026-03-31
Filed2026-04-20
JCI
-74.11%Johnson Controls International PLC
Shares73
Event2026-03-31
Filed2026-04-20
IBM
0.00%International Business Machines Corp
Shares39
Event2026-03-31
Filed2026-04-20
SON
0.00%Sonoco Products Co
Shares170
Event2026-03-31
Filed2026-04-20
SNDK
NewSandisk Corp
Shares14
Event2026-03-31
Filed2026-04-20
CMCSA
50.00%Comcast Corp Class A
Shares300
Event2026-03-31
Filed2026-04-20
RACE
150.00%Ferrari
Shares25
Event2026-03-31
Filed2026-04-20
VTV
0.00%Vanguard Value Index ETF
Shares43
Event2026-03-31
Filed2026-04-20
ING
-66.35%ING Groep ADR
Shares319
Event2026-03-31
Filed2026-04-20
WFC
0.00%Wells Fargo & Company
Shares103
Event2026-03-31
Filed2026-04-20
UPS
0.00%United Parcel Svc Inc Cl B
Shares83
Event2026-03-31
Filed2026-04-20
AGG
0.00%iShares Core US Aggregate Bond ETF
Shares78
Event2026-03-31
Filed2026-04-20
OTIS
0.00%Otis Worldwide Corp Common
Shares100
Event2026-03-31
Filed2026-04-20
MLM
NewMartin Marietta Materials, Inc
Shares13
Event2026-03-31
Filed2026-04-20
BK
0.00%Bank Of New York Mellon Corp
Shares63
Event2026-03-31
Filed2026-04-20
iShares Gold Trust ETF
0.00%iShares Gold Trust ETF
Shares84
Event2026-03-31
Filed2026-04-20
EQT Corp
NewEQT Corp
Shares116
Event2026-03-31
Filed2026-04-20
IR
0.00%Ingersoll Rand Co
Shares92
Event2026-03-31
Filed2026-04-20
RIO
-57.84%Rio Tinto PLC Sponsored ADR
Shares78
Event2026-03-31
Filed2026-04-20
ROK
NewRockwell Automation Inc
Shares20
Event2026-03-31
Filed2026-04-20
HWM
0.00%Howmet Aerospace Inc Corp
Shares31
Event2026-03-31
Filed2026-04-20
IHE
0.00%iShares U.S. Pharmaceuticals ETF
Shares81
Event2026-03-31
Filed2026-04-20
NVO
0.00%Novo-Nordisk ADR
Shares190
Event2026-03-31
Filed2026-04-20
MET
NewMetLife, Inc. Com
Shares95
Event2026-03-31
Filed2026-04-20
LYV
NewLive Nation Entertainment Inc
Shares42
Event2026-03-31
Filed2026-04-20
TXN
0.00%Texas Instruments Inc
Shares32
Event2026-03-31
Filed2026-04-20
GM
0.00%General Motors Co
Shares80
Event2026-03-31
Filed2026-04-20
BABA
0.00%Alibaba Group Holdings - Sp ADR
Shares43
Event2026-03-31
Filed2026-04-20
HAL
0.00%Halliburton Co
Shares138
Event2026-03-31
Filed2026-04-20
Unilever PLC ADR
-16.51%Unilever PLC ADR
Shares91
Event2026-03-31
Filed2026-04-20
TT
0.00%Trane Technologies PLC
Shares12
Event2026-03-31
Filed2026-04-20
TBIL
NewUS Treasury 3 Month Bill ETF
Shares100
Event2026-03-31
Filed2026-04-20
CPRT
-94.31%Copart Inc
Shares150
Event2026-03-31
Filed2026-04-20
RIVN
NewRivian Automotive Inc
Shares330
Event2026-03-31
Filed2026-04-20
HMC
0.00%Honda Motor Co Ltd ADR
Shares204
Event2026-03-31
Filed2026-04-20
INTC
0.00%Intel Corp
Shares105
Event2026-03-31
Filed2026-04-20
SCZ
0.00%iShares MSCI EAFE Small-Cap ETF
Shares58
Event2026-03-31
Filed2026-04-20
MFC
0.00%Manulife Financial Corp
Shares132
Event2026-03-31
Filed2026-04-20
BSX
-29.00%Boston Scientific Corp
Shares71
Event2026-03-31
Filed2026-04-20
BP
-91.44%ADR BP Amoco P L C
Shares82
Event2026-03-31
Filed2026-04-20
PINS
0.00%Pinterest Inc
Shares210
Event2026-03-31
Filed2026-04-20
IWR
-45.07%iShares Russell Mid-Cap ETF
Shares39
Event2026-03-31
Filed2026-04-20
Draftkings Inc New Class A
-91.23%Draftkings Inc New Class A
Shares172
Event2026-03-31
Filed2026-04-20
LUNR
0.00%Intuitive Machines Inc
Shares200
Event2026-03-31
Filed2026-04-20
PH
0.00%Parker-Hannifin Corp
Shares4
Event2026-03-31
Filed2026-04-20
CME
0.00%CME Group Inc Common
Shares12
Event2026-03-31
Filed2026-04-20
YUM
0.00%Yum Brands Inc
Shares22
Event2026-03-31
Filed2026-04-20
SNOW
0.00%Snowflake Inc.
Shares22
Event2026-03-31
Filed2026-04-20
MMC
0.00%Marsh & McLennan Co Inc
Shares19
Event2026-03-31
Filed2026-04-20
ADP
-68.63%Automatic Data Processing
Shares16
Event2026-03-31
Filed2026-04-20
TVTX
0.00%Travere Therapeutics Inc
Shares100
Event2026-03-31
Filed2026-04-20
LOVE
0.00%Lovesac Company
Shares200
Event2026-03-31
Filed2026-04-20
GMAB
0.00%Genmab ADR
Shares100
Event2026-03-31
Filed2026-04-20
GEV
NewGE Vernova Inc
Shares3
Event2026-03-31
Filed2026-04-20
DVN
0.00%Devon Energy Corp
Shares52
Event2026-03-31
Filed2026-04-20
AQST
0.00%Aquestive Therapeutics Inc
Shares600
Event2026-03-31
Filed2026-04-20
BE
NewBloom Energy Corp Ordinary Shares - Class A
Shares18
Event2026-03-31
Filed2026-04-20
HLT
NewHilton Worldwide Holdings Inc
Shares8
Event2026-03-31
Filed2026-04-20
SONY
-88.22%Sony Corp
Shares115
Event2026-03-31
Filed2026-04-20
TDG
0.00%TransDigm Group Inc
Shares2
Event2026-03-31
Filed2026-04-20
KEY
0.00%KeyCorp
Shares113
Event2026-03-31
Filed2026-04-20
RSG
0.00%Republic Services, Inc
Shares10
Event2026-03-31
Filed2026-04-20
XYZ
0.00%Block Inc
Shares36
Event2026-03-31
Filed2026-04-20
HLN
0.00%Haleon PLC ADR Rep 2
Shares210
Event2026-03-31
Filed2026-04-20
Arista Networks Inc
0.00%Arista Networks Inc
Shares16
Event2026-03-31
Filed2026-04-20
U
0.00%Unity Software Inc
Shares80
Event2026-03-31
Filed2026-04-20
ORLY
0.00%O Reilly Automotive Inc
Shares19
Event2026-03-31
Filed2026-04-20
COIN
0.00%Coinbase Global Inc
Shares10
Event2026-03-31
Filed2026-04-20
EQR
0.00%Equity Residential Properties Trust
Shares29
Event2026-03-31
Filed2026-04-20
RDW
0.00%Redwire Corporation
Shares200
Event2026-03-31
Filed2026-04-20
EVER
0.00%Everquote Inc
Shares110
Event2026-03-31
Filed2026-04-20
ICE
0.00%Intercontinental Exchange Inc
Shares10
Event2026-03-31
Filed2026-04-20
DMAC
0.00%DiaMedica Therapeutics Inc
Shares200
Event2026-03-31
Filed2026-04-20
UPST
0.00%Upstart Holdings Inc
Shares48
Event2026-03-31
Filed2026-04-20
CTVA
0.00%Corteva Inc Corp
Shares13
Event2026-03-31
Filed2026-04-20
RXRX
0.00%Recursion Pharmaceuticals Inc
Shares300
Event2026-03-31
Filed2026-04-20
Qnity Electronics Inc
0.00%Qnity Electronics Inc
Shares7
Event2026-03-31
Filed2026-04-20
VLTO
0.00%Veralto Corp
Shares9
Event2026-03-31
Filed2026-04-20
AA
0.00%Alcoa Upstream Corp Common
Shares10
Event2026-03-31
Filed2026-04-20
Dupont De Nemours Inc Corp
0.00%Dupont De Nemours Inc Corp
Shares14
Event2026-03-31
Filed2026-04-20
BFLY
0.00%Butterfly Network Class A
Shares150
Event2026-03-31
Filed2026-04-20
PGNY
0.00%Progyny Inc
Shares35
Event2026-03-31
Filed2026-04-20
Solstice Advanced Materials Inc
-98.83%Solstice Advanced Materials Inc
Shares6
Event2026-03-31
Filed2026-04-20
Versant Media Group Inc
NewVersant Media Group Inc
Shares12
Event2026-03-31
Filed2026-04-20
Sirius XM Holdings Inc
0.00%Sirius XM Holdings Inc
Shares15
Event2026-03-31
Filed2026-04-20
ACHR
0.00%Archer Aviation Inc
Shares65
Event2026-03-31
Filed2026-04-20
USHY
-98.30%iShares Broad USD High Yield Corporate Bond ETF
Shares9
Event2026-03-31
Filed2026-04-20
Magnum Ice Cream Company NV
-74.68%Magnum Ice Cream Company NV
Shares20
Event2026-03-31
Filed2026-04-20
ETD
0.00%Ethan Allen Interiors Inc
Shares12
Event2026-03-31
Filed2026-04-20
VRT
0.00%Vertiv Holdings Co
Shares1
Event2026-03-31
Filed2026-04-20
AI
0.00%C3.ai Inc
Shares28
Event2026-03-31
Filed2026-04-20
AOSL
0.00%Alpha & Omega Semiconductor Ltd
Shares10
Event2026-03-31
Filed2026-04-20
TBHC
0.00%Brand House Collective Inc
Shares200
Event2026-03-31
Filed2026-04-20
SENS
0.00%Senseonics Holdings Inc
Shares22
Event2026-03-31
Filed2026-04-20
IWS
-93.75%MFC IShares TR Russell Mid-Cap Value ETF
Shares1
Event2026-03-31
Filed2026-04-20
LAB
0.00%Standard Biotools Inc
Shares94
Event2026-03-31
Filed2026-04-20
Lucid Group Inc
0.00%Lucid Group Inc
Shares9
Event2026-03-31
Filed2026-04-20
OGI
0.00%Organigram Global Inc
Shares41
Event2026-03-31
Filed2026-04-20
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