Sponsored
The Analysis of ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/'s Holdings & P&L
Currently, ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ holds 1529 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in AMT (+33.9K shares, valued at $5.8M), PAYX (+48.3K shares, valued at $4.4M), KIM (+182.3K shares, valued at $4.1M); decreased their positions in VWO (-950.5K shares, valued at $51.4M), IJH (-508.6K shares, valued at $34.3M), IVV (-51.8K shares, valued at $33.9M); initiated new positions in SCHB (+78.0K shares, valued at $2.0M), CGBD (+146.7K shares, valued at $1.6M), SCHF (+45.0K shares, valued at $1.1M).
1M P&L
+33.7M+2.16%
3M P&L
-2.2M-0.14%
HY P&L
+70.5M+4.62%
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/A845.2M
58.2%
2Semiconductors57.8M
4.0%
3Drug Manufacturers - General36.2M
2.5%
Top Industries by Stock Count
1N/A118 stocks
8.3%
2Software - Application64 stocks
4.5%
3Banks - Regional54 stocks
3.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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National Grid PLC Sponsored AD National Grid PLC Sponsored AD73.0K shares-35.83%2026-03-312026-05-08
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IVV
-10.90%iShares Core S&P 500 ETF
Shares423.7K
Event2026-03-31
Filed2026-05-08
IWS
-0.11%iShares Russell Mid-Cap Value
Shares947.5K
Event2026-03-31
Filed2026-05-08
VTI
-2.01%Vanguard Total Stock Market ET
Shares313.7K
Event2026-03-31
Filed2026-05-08
AGG
-3.08%iShares Core US Aggregate Bond
Shares698.0K
Event2026-03-31
Filed2026-05-08
IWP
0.66%iShares Russell Mid-Cap Growth
Shares504.7K
Event2026-03-31
Filed2026-05-08
AVUV
-0.47%American Centy Tr US Sml Cp Va
Shares543.2K
Event2026-03-31
Filed2026-05-08
NVDA
-32.96%Nvidia Corp
Shares259.0K
Event2026-03-31
Filed2026-05-08
IJH
-51.24%iShares Core S&P Mid-Cap ETF
Shares484.0K
Event2026-03-31
Filed2026-05-08
AAPL
-41.70%Apple Inc
Shares109.4K
Event2026-03-31
Filed2026-05-08
AMZN
-46.40%Amazon.Com Inc
Shares98.2K
Event2026-03-31
Filed2026-05-08
MSFT
-51.55%Microsoft Corp
Shares51.8K
Event2026-03-31
Filed2026-05-08
META
-29.35%Meta Platforms Inc. Class A
Shares31.4K
Event2026-03-31
Filed2026-05-08
VIG
-5.81%Vanguard Dividend Appreciation
Shares71.1K
Event2026-03-31
Filed2026-05-08
TotalEnergies SE ACT
-0.06%TotalEnergies SE ACT
Shares133.0K
Event2026-03-31
Filed2026-05-08
CVX
-0.51%Chevron Corp
Shares55.5K
Event2026-03-31
Filed2026-05-08
Alphabet Inc Cap Stk Class A
-45.12%Alphabet Inc Cap Stk Class A
Shares38.1K
Event2026-03-31
Filed2026-05-08
VUG
-4.40%Vanguard Growth ETF
Shares23.2K
Event2026-03-31
Filed2026-05-08
NFLX
-31.58%Netflix Inc
Shares104.4K
Event2026-03-31
Filed2026-05-08
Broadcom Inc
-41.00%Broadcom Inc
Shares32.1K
Event2026-03-31
Filed2026-05-08
ENB
-0.90%Enbridge Inc
Shares169.6K
Event2026-03-31
Filed2026-05-08
VWO
-85.24%Vanguard FTSE Emerging Markets
Shares164.6K
Event2026-03-31
Filed2026-05-08
VZ
12.10%Verizon Communications Inc
Shares175.9K
Event2026-03-31
Filed2026-05-08
SNY
40.16%Sanofi ADR (France)
Shares182.1K
Event2026-03-31
Filed2026-05-08
V
-43.00%Visa Inc Class A
Shares27.8K
Event2026-03-31
Filed2026-05-08
PFE
-12.15%Pfizer, Inc.
Shares298.0K
Event2026-03-31
Filed2026-05-08
FE
28.18%Firstenergy Corp
Shares163.7K
Event2026-03-31
Filed2026-05-08
USB
-9.88%US Bancorp Del New
Shares155.8K
Event2026-03-31
Filed2026-05-08
PNC
-10.39%PNC Financial Services Group I
Shares38.6K
Event2026-03-31
Filed2026-05-08
CME
34.63%CME Group Inc
Shares26.7K
Event2026-03-31
Filed2026-05-08
BTI
-7.06%British American Tobacco Spons
Shares133.8K
Event2026-03-31
Filed2026-05-08
MUB
-15.33%IShares National Muni Bond ETF
Shares73.7K
Event2026-03-31
Filed2026-05-08
VEU
-81.42%Vanguard FTSE All-World Ex-US
Shares101.7K
Event2026-03-31
Filed2026-05-08
ABBV
-20.82%Abbvie Inc
Shares35.0K
Event2026-03-31
Filed2026-05-08
PAYX
141.76%Paychex Inc
Shares82.3K
Event2026-03-31
Filed2026-05-08
Alphabet Inc Cap Stk Class C
-31.94%Alphabet Inc Cap Stk Class C
Shares24.6K
Event2026-03-31
Filed2026-05-08
PLD
-17.45%Prologis Inc
Shares53.3K
Event2026-03-31
Filed2026-05-08
ASML
-55.56%ASML Holdings N V NY Reg Shs
Shares5.3K
Event2026-03-31
Filed2026-05-08
PEP
-12.24%Pepsico, Inc.
Shares44.2K
Event2026-03-31
Filed2026-05-08
AMT
755.41%American Tower Corp
Shares38.4K
Event2026-03-31
Filed2026-05-08
XOM
-57.99%Exxon Mobil Corp
Shares38.7K
Event2026-03-31
Filed2026-05-08
IWN
-75.13%iShares Russell 2000 Value ETF
Shares34.5K
Event2026-03-31
Filed2026-05-08
TFC
-11.01%Truist Financial Corporation
Shares138.4K
Event2026-03-31
Filed2026-05-08
National Grid PLC Sponsored AD
-35.83%National Grid PLC Sponsored AD
Shares73.0K
Event2026-03-31
Filed2026-05-08
WEC Energy Group
70.69%WEC Energy Group
Shares51.6K
Event2026-03-31
Filed2026-05-08
TRP
-1.24%TC Energy Corp
Shares94.9K
Event2026-03-31
Filed2026-05-08
Duke Energy Corp
-14.73%Duke Energy Corp
Shares42.9K
Event2026-03-31
Filed2026-05-08
TSM
-49.66%Taiwan Semiconductor-Spons ADR
Shares16.2K
Event2026-03-31
Filed2026-05-08
TSLA
-55.92%Tesla Motors Inc
Shares14.7K
Event2026-03-31
Filed2026-05-08
Unilever Plc ADS
2.78%Unilever Plc ADS
Shares95.4K
Event2026-03-31
Filed2026-05-08
PM
-25.52%Philip Morris International
Shares32.3K
Event2026-03-31
Filed2026-05-08
AMGN
-37.54%Amgen Inc
Shares14.1K
Event2026-03-31
Filed2026-05-08
Merck & Co. Inc
33.94%Merck & Co. Inc
Shares40.0K
Event2026-03-31
Filed2026-05-08
Eaton Corp PLC
-39.97%Eaton Corp PLC
Shares13.0K
Event2026-03-31
Filed2026-05-08
XEL
-38.06%Xcel Energy Inc
Shares56.4K
Event2026-03-31
Filed2026-05-08
ISRG
-46.40%Intuitive Surgical Inc
Shares9.5K
Event2026-03-31
Filed2026-05-08
IWF
36.63%iShares Russell 1000 Growth ET
Shares10.2K
Event2026-03-31
Filed2026-05-08
RTX
-43.32%RTX CORPORATION
Shares22.4K
Event2026-03-31
Filed2026-05-08
KIM
12684.13%Kimco Realty Corp
Shares183.7K
Event2026-03-31
Filed2026-05-08
MDLZ
333.30%Mondelez International Inc
Shares70.5K
Event2026-03-31
Filed2026-05-08
ORCL
-40.88%Oracle Corp Com
Shares27.0K
Event2026-03-31
Filed2026-05-08
GWW
-44.84%WW Grainger, Inc
Shares3.6K
Event2026-03-31
Filed2026-05-08
PANW
-41.63%Palo Alto Networks Inc
Shares24.1K
Event2026-03-31
Filed2026-05-08
SPY
-0.51%State Street SPDR S&P 500 ETF
Shares5.9K
Event2026-03-31
Filed2026-05-08
TMO
-41.01%Thermo Fisher Scientific Inc
Shares7.7K
Event2026-03-31
Filed2026-05-08
JPM
-36.90%JPMorgan Chase & Co
Shares12.2K
Event2026-03-31
Filed2026-05-08
Linde PLC
-38.45%Linde PLC
Shares7.2K
Event2026-03-31
Filed2026-05-08
PPL
-13.83%PPL Corporation
Shares92.5K
Event2026-03-31
Filed2026-05-08
FTI
-55.23%Technipfmc Plc
Shares50.4K
Event2026-03-31
Filed2026-05-08
KMB
16.64%Kimberly Clark Corp
Shares35.4K
Event2026-03-31
Filed2026-05-08
IWD
31.25%iShares Russell 1000 Value ETF
Shares15.4K
Event2026-03-31
Filed2026-05-08
KO
-12.45%Coca Cola Co
Shares42.9K
Event2026-03-31
Filed2026-05-08
VRTX
-46.93%Vertex Pharma Inc
Shares7.3K
Event2026-03-31
Filed2026-05-08
Medtronic PLC Shs
191.63%Medtronic PLC Shs
Shares37.5K
Event2026-03-31
Filed2026-05-08
O
-51.09%Realty Income Corp
Shares52.9K
Event2026-03-31
Filed2026-05-08
LLY
-45.58%Eli Lilly & Co
Shares3.3K
Event2026-03-31
Filed2026-05-08
ABNB
-45.12%Airbnb Inc Class A
Shares23.6K
Event2026-03-31
Filed2026-05-08
BMO
-33.24%Bank of Montreal
Shares21.6K
Event2026-03-31
Filed2026-05-08
INTU
-45.66%Intuit Inc
Shares6.7K
Event2026-03-31
Filed2026-05-08
MMC
-41.78%Marsh
Shares15.5K
Event2026-03-31
Filed2026-05-08
SYK
-49.38%Stryker Corp
Shares8.1K
Event2026-03-31
Filed2026-05-08
UBER
-41.04%Uber Technologies Inc
Shares36.7K
Event2026-03-31
Filed2026-05-08
SHW
-46.86%Sherwin Williams Co.
Shares8.2K
Event2026-03-31
Filed2026-05-08
MO
0.04%Altria Group Inc
Shares39.1K
Event2026-03-31
Filed2026-05-08
HBAN
-19.33%Huntington Bancshares Inc
Shares163.3K
Event2026-03-31
Filed2026-05-08
VTV
0.00%Vanguard Value ETF
Shares12.8K
Event2026-03-31
Filed2026-05-08
HYD
-54.24%Vaneck Vectors High-Yield Muni
Shares49.5K
Event2026-03-31
Filed2026-05-08
MNST
-44.61%Monster Beverage Corp New
Shares33.8K
Event2026-03-31
Filed2026-05-08
RBC
-36.78%RBC Bearings Incorporated
Shares4.5K
Event2026-03-31
Filed2026-05-08
WWD
-47.99%Woodward Inc
Shares6.8K
Event2026-03-31
Filed2026-05-08
IEFA
0.00%IShares Core MSCI EAFE ETF
Shares26.2K
Event2026-03-31
Filed2026-05-08
SNPS
-43.21%Synopsys Inc
Shares5.9K
Event2026-03-31
Filed2026-05-08
Arista Networks Inc
87.58%Arista Networks Inc
Shares18.9K
Event2026-03-31
Filed2026-05-08
ONTO
-35.59%Onto Innovation Inc
Shares11.1K
Event2026-03-31
Filed2026-05-08
PFG
13646.15%Principal Financial Group
Shares25.0K
Event2026-03-31
Filed2026-05-08
Berkshire Hathaway Inc Cl B
-51.70%Berkshire Hathaway Inc Cl B
Shares4.6K
Event2026-03-31
Filed2026-05-08
IWO
-40.20%iShares Russell 2000 Growth ET
Shares6.9K
Event2026-03-31
Filed2026-05-08
Vanguard S&P 500 ETF
12.39%Vanguard S&P 500 ETF
Shares3.6K
Event2026-03-31
Filed2026-05-08
SO
-3.64%Southern Company
Shares22.4K
Event2026-03-31
Filed2026-05-08
CMG
-48.07%Chipotle Mexican Grill Inc
Shares67.6K
Event2026-03-31
Filed2026-05-08
BURL
-41.07%Burlington Stores Inc
Shares6.6K
Event2026-03-31
Filed2026-05-08
BND
-59.96%Vanguard Total Bond Market
Shares28.7K
Event2026-03-31
Filed2026-05-08
DSGX
14658.76%Descartes Sys Group Inc
Shares28.6K
Event2026-03-31
Filed2026-05-08
JNJ
-81.97%Johnson & Johnson
Shares8.3K
Event2026-03-31
Filed2026-05-08
ZION
113.24%Zions Bancorporation
Shares35.1K
Event2026-03-31
Filed2026-05-08
WMT
-39.12%Wal-Mart Stores, Inc.
Shares15.9K
Event2026-03-31
Filed2026-05-08
SCHB
NewSchwab US Broad Market ETF
Shares78.0K
Event2026-03-31
Filed2026-05-08
OLLI
-29.14%Ollies Bargain Outlet Hldgs In
Shares20.8K
Event2026-03-31
Filed2026-05-08
CAT
-8.61%Caterpillar Inc
Shares2.7K
Event2026-03-31
Filed2026-05-08
SPGI
-55.89%S&P Global Inc
Shares4.4K
Event2026-03-31
Filed2026-05-08
MA
-42.62%Mastercard Incorporated Class
Shares3.7K
Event2026-03-31
Filed2026-05-08
CACI
-37.66%CACI International Inc Class A
Shares3.4K
Event2026-03-31
Filed2026-05-08
COST
-49.39%Costco Wholesale Corp
Shares1.8K
Event2026-03-31
Filed2026-05-08
SF
-5.55%Stifel Financial Corp
Shares24.7K
Event2026-03-31
Filed2026-05-08
NPO
-39.12%Enpro Inc
Shares7.1K
Event2026-03-31
Filed2026-05-08
HD
-28.57%Home Depot, Inc.
Shares5.4K
Event2026-03-31
Filed2026-05-08
IWR
-1.30%Ishares Russell Mid-Cap ETF
Shares18.1K
Event2026-03-31
Filed2026-05-08
FCFS
-36.61%Firstcash Holdings Inc
Shares9.2K
Event2026-03-31
Filed2026-05-08
Invesco QQQ Trust Series 1
-0.34%Invesco QQQ Trust Series 1
Shares3.0K
Event2026-03-31
Filed2026-05-08
MRCY
-51.52%Mercury Sys Inc
Shares23.0K
Event2026-03-31
Filed2026-05-08
CGBD
NewCarlyle Secured Lending Inc
Shares146.7K
Event2026-03-31
Filed2026-05-08
MMSI
-39.12%Merit Medical Systems Inc
Shares23.2K
Event2026-03-31
Filed2026-05-08
SLAB
-38.54%Silicon Laboratories Inc
Shares7.5K
Event2026-03-31
Filed2026-05-08
PFGC
-41.02%Performance Food Group Co
Shares18.2K
Event2026-03-31
Filed2026-05-08
MDY
0.00%STATE STREET SPDR S&P MIDCAP 4
Shares2.5K
Event2026-03-31
Filed2026-05-08
TTEK
-36.80%Tetra Tech Inc
Shares48.1K
Event2026-03-31
Filed2026-05-08
ITGR
-39.85%Integer Holdings Corp
Shares16.3K
Event2026-03-31
Filed2026-05-08
MEDP
-39.60%Medpace Holdings Inc
Shares3.0K
Event2026-03-31
Filed2026-05-08
NXST
-37.67%Nexstar Media Group Inc.
Shares7.7K
Event2026-03-31
Filed2026-05-08
DY
-27.17%Dycom Industries Inc
Shares4.1K
Event2026-03-31
Filed2026-05-08
IBP
-39.02%Installed Bldg Prods Inc
Shares5.2K
Event2026-03-31
Filed2026-05-08
TXN
-53.65%Texas Instruments Inc.
Shares7.0K
Event2026-03-31
Filed2026-05-08
GXO
-39.45%Gxo Logistics Incorporated
Shares26.0K
Event2026-03-31
Filed2026-05-08
AIT
-38.29%Applied Indl Technologies Inc
Shares5.0K
Event2026-03-31
Filed2026-05-08
NOW
-15.38%Servicenow Inc
Shares12.6K
Event2026-03-31
Filed2026-05-08
JBTM
-38.64%JBT Marel Corporation
Shares10.1K
Event2026-03-31
Filed2026-05-08
RDNT
-20.15%Radnet Inc
Shares22.8K
Event2026-03-31
Filed2026-05-08
AMD
-40.20%Advanced Micro Devices Inc
Shares6.3K
Event2026-03-31
Filed2026-05-08
RGEN
-14.93%Repligen Corp
Shares10.8K
Event2026-03-31
Filed2026-05-08
BSM
0.00%Black Stone Minerals LP
Shares82.5K
Event2026-03-31
Filed2026-05-08
HAE
-42.31%Haemonetics Corp
Shares21.9K
Event2026-03-31
Filed2026-05-08
IWV
0.00%Ishares Russell 3000 ETF
Shares3.3K
Event2026-03-31
Filed2026-05-08
IUSG
0.00%iShares Core S&P US Growth ETF
Shares7.8K
Event2026-03-31
Filed2026-05-08
ALNY
2376.19%Alnylam Pharmaceuticals Inc
Shares3.6K
Event2026-03-31
Filed2026-05-08
LAMR
-36.90%Lamar Advertising Co New Class
Shares9.5K
Event2026-03-31
Filed2026-05-08
EXLS
-35.71%Exlservice Holdings Inc.
Shares38.9K
Event2026-03-31
Filed2026-05-08
ATEC
-20.37%Alphatec Hldgs Inc
Shares108.1K
Event2026-03-31
Filed2026-05-08
LFUS
-36.13%Littlefuse Inc
Shares3.5K
Event2026-03-31
Filed2026-05-08
VCEL
-39.27%Vericel Corp
Shares36.5K
Event2026-03-31
Filed2026-05-08
MS
-33.07%Morgan Stanley
Shares7.1K
Event2026-03-31
Filed2026-05-08
TJX
-57.69%TJX Companies Inc
Shares7.3K
Event2026-03-31
Filed2026-05-08
WEX
-39.84%Wex Inc
Shares7.5K
Event2026-03-31
Filed2026-05-08
CSCO
-28.88%Cisco Systems, Inc.
Shares14.6K
Event2026-03-31
Filed2026-05-08
GE Aerospace
-38.54%GE Aerospace
Shares4.0K
Event2026-03-31
Filed2026-05-08
SCHF
NewSchwab International Equity ET
Shares45.0K
Event2026-03-31
Filed2026-05-08
TXRH
-34.61%Texas Roadhouse
Shares6.7K
Event2026-03-31
Filed2026-05-08
IWM
0.00%IShares Russell 2000 ETF
Shares4.4K
Event2026-03-31
Filed2026-05-08
APH
-28.20%Amphenol Corp Class A
Shares8.6K
Event2026-03-31
Filed2026-05-08
GEV
-36.48%GE Vernova Inc
Shares1.2K
Event2026-03-31
Filed2026-05-08
BAC
-36.69%Bank Of America Corp
Shares21.3K
Event2026-03-31
Filed2026-05-08
OTF
NewBlue Owl Technology Fin Corp
Shares83.2K
Event2026-03-31
Filed2026-05-08
CDC
0.00%Victory Portfolios II Vcshs Us
Shares14.4K
Event2026-03-31
Filed2026-05-08
TECH
-44.53%Bio Techne Corp
Shares19.6K
Event2026-03-31
Filed2026-05-08
PLUS
-23.65%E Plus Inc.
Shares13.6K
Event2026-03-31
Filed2026-05-08
ATR
-39.88%Aptargroup Inc
Shares8.1K
Event2026-03-31
Filed2026-05-08
WMB
-51.52%Williams Company Inc
Shares13.8K
Event2026-03-31
Filed2026-05-08
GS
-47.60%Goldman Sachs Group Inc
Shares1.2K
Event2026-03-31
Filed2026-05-08
WTFC
-14.57%Wintrust Financial Corp
Shares7.2K
Event2026-03-31
Filed2026-05-08
WDC
-74.92%Western Digital Corp.
Shares3.6K
Event2026-03-31
Filed2026-05-08
HWKN
-38.92%Hawkins Inc
Shares6.3K
Event2026-03-31
Filed2026-05-08
IJR
0.00%IShares Core S&P Small-Cap ETF
Shares7.7K
Event2026-03-31
Filed2026-05-08
Accenture PLC Ireland Shs Clas
-33.77%Accenture PLC Ireland Shs Clas
Shares4.8K
Event2026-03-31
Filed2026-05-08
ADI
-57.46%Analog Devices Inc
Shares3.0K
Event2026-03-31
Filed2026-05-08
NEE
-10.86%NextEra Energy, Inc.
Shares10.3K
Event2026-03-31
Filed2026-05-08
AIR
NewAAR Corporation
Shares8.7K
Event2026-03-31
Filed2026-05-08
CRL
-42.44%Charles River Laboratories Int
Shares5.5K
Event2026-03-31
Filed2026-05-08
Invesco Tr S&P 500 Equal Weigh
0.00%Invesco Tr S&P 500 Equal Weigh
Shares4.9K
Event2026-03-31
Filed2026-05-08
VOT
0.00%Vanguard Mid-Cap Growth ETF
Shares3.6K
Event2026-03-31
Filed2026-05-08
SAN
-67.18%Banco Santander SA ADR (Spain)
Shares82.5K
Event2026-03-31
Filed2026-05-08
PH
-49.43%Parker Hannifin Corp
Shares1.0K
Event2026-03-31
Filed2026-05-08
HQY
-36.93%Healthequity Inc
Shares11.0K
Event2026-03-31
Filed2026-05-08
TT
15.43%Trane Technologies Plc
Shares2.2K
Event2026-03-31
Filed2026-05-08
MCD
-43.16%McDonald's Corp
Shares2.9K
Event2026-03-31
Filed2026-05-08
MYRG
-39.37%Myr Group Inc Del
Shares3.1K
Event2026-03-31
Filed2026-05-08
JKHY
-39.48%Henry Jack & Associates Inc
Shares5.6K
Event2026-03-31
Filed2026-05-08
PLNT
-40.96%Planet Fitness Inc Class A
Shares11.9K
Event2026-03-31
Filed2026-05-08
CAVA
-38.61%Cava Group Inc
Shares10.9K
Event2026-03-31
Filed2026-05-08
MU
-50.36%Micron Technology
Shares2.6K
Event2026-03-31
Filed2026-05-08
VB
12.55%Vanguard Small-Cap ETF
Shares3.3K
Event2026-03-31
Filed2026-05-08
Lam Research Corporation
-42.67%Lam Research Corporation
Shares4.1K
Event2026-03-31
Filed2026-05-08
DORM
-39.24%Dorman Products Inc
Shares8.3K
Event2026-03-31
Filed2026-05-08
BCPC
-42.75%Balchem Corp
Shares5.1K
Event2026-03-31
Filed2026-05-08
LTH
-37.63%Life Time Group Holdings Inc
Shares32.1K
Event2026-03-31
Filed2026-05-08
BOOT
98450.00%Boot Barn Holdings Inc
Shares5.9K
Event2026-03-31
Filed2026-05-08
AMAT
-59.11%Applied Materials, Inc.
Shares2.4K
Event2026-03-31
Filed2026-05-08
MSI
-36.36%Motorola Solutions Inc
Shares1.9K
Event2026-03-31
Filed2026-05-08
CHEF
24077.19%Chefs Whse Inc
Shares13.8K
Event2026-03-31
Filed2026-05-08
EFA
-9.27%iShares MSCI EAFE ETF
Shares8.3K
Event2026-03-31
Filed2026-05-08
PLTR
-59.84%Palantir Technologies Inc Clas
Shares5.5K
Event2026-03-31
Filed2026-05-08
KNSL
-38.47%Kinsale Capital Group Inc
Shares2.3K
Event2026-03-31
Filed2026-05-08
AON Plc Shs Class A
-64.94%AON Plc Shs Class A
Shares2.5K
Event2026-03-31
Filed2026-05-08
WM
-53.05%Waste Management Inc
Shares3.5K
Event2026-03-31
Filed2026-05-08
NOVT
-38.56%Novanta Inc
Shares6.7K
Event2026-03-31
Filed2026-05-08
DDOG
-50.64%Datadog Inc
Shares6.7K
Event2026-03-31
Filed2026-05-08
DT
-35.21%Dynatrace Inc New
Shares21.4K
Event2026-03-31
Filed2026-05-08
SCHW
-29.52%Charles Schwab Corp
Shares8.3K
Event2026-03-31
Filed2026-05-08
PG
-48.03%Procter & Gamble Co.
Shares5.4K
Event2026-03-31
Filed2026-05-08
OSIS
-39.64%Osi Systems Inc
Shares2.9K
Event2026-03-31
Filed2026-05-08
RELX
-59.79%RELX PLC Sponsored ADR (UK)
Shares23.1K
Event2026-03-31
Filed2026-05-08
CRM
-78.43%Salesforce Inc
Shares4.1K
Event2026-03-31
Filed2026-05-08
LSTR
-34.66%Landstar Systems Inc
Shares4.8K
Event2026-03-31
Filed2026-05-08
CCJ
-1.90%Cameco Corp (Canada)
Shares7.0K
Event2026-03-31
Filed2026-05-08
SHEL
1601.06%Shell PLC Spon ADS
Shares8.0K
Event2026-03-31
Filed2026-05-08
UNH
-58.93%United Health Group Inc
Shares2.7K
Event2026-03-31
Filed2026-05-08
MANH
-36.38%Manhattan Associates Inc
Shares5.4K
Event2026-03-31
Filed2026-05-08
PCTY
-38.27%Paylocity Hldg Corp
Shares6.6K
Event2026-03-31
Filed2026-05-08
CLBT
-38.86%Cellebrite Di Ltd
Shares52.0K
Event2026-03-31
Filed2026-05-08
RACE
381.55%Ferrari Nv
Shares2.1K
Event2026-03-31
Filed2026-05-08
AGCO
-42.21%Agco Corp
Shares6.1K
Event2026-03-31
Filed2026-05-08
EEM
0.00%Ishares MSCI Emerging Mkt ETF
Shares12.3K
Event2026-03-31
Filed2026-05-08
SCHA
NewSchwab US Small-Cap ETF
Shares24.0K
Event2026-03-31
Filed2026-05-08
STVN
-40.24%Stevanato Group S P A
Shares50.2K
Event2026-03-31
Filed2026-05-08
ABT
-24.30%Abbott Laboratories
Shares6.7K
Event2026-03-31
Filed2026-05-08
BMI
-40.28%Badger Meter Inc
Shares4.5K
Event2026-03-31
Filed2026-05-08
GILD
-86.07%Gilead Sciences Inc
Shares4.9K
Event2026-03-31
Filed2026-05-08
CB
-63.72%Chubb Ltd
Shares2.1K
Event2026-03-31
Filed2026-05-08
ALKT
-38.84%Alkami Technology Inc
Shares42.4K
Event2026-03-31
Filed2026-05-08
IBM
-50.10%International Business Machine
Shares2.7K
Event2026-03-31
Filed2026-05-08
WFC
-38.33%Wells Fargo & Co.
Shares8.3K
Event2026-03-31
Filed2026-05-08
LCII
-55.30%LCI Industries
Shares5.3K
Event2026-03-31
Filed2026-05-08
UFPT
-40.34%UFP Technologies Inc
Shares3.4K
Event2026-03-31
Filed2026-05-08
Citigroup Inc
-22.50%Citigroup Inc
Shares5.7K
Event2026-03-31
Filed2026-05-08
VEA
0.00%Vanguard FTSE Developed Market
Shares10.1K
Event2026-03-31
Filed2026-05-08
VOE
-2.12%Vanguard Mid-Cap Value ETF
Shares3.5K
Event2026-03-31
Filed2026-05-08
ICFI
-41.88%ICF Int'l Inc
Shares9.7K
Event2026-03-31
Filed2026-05-08
LHX
-58.95%L3Harris Technologies Inc
Shares1.8K
Event2026-03-31
Filed2026-05-08
CVS
-21.56%CVS Health Corporation
Shares8.8K
Event2026-03-31
Filed2026-05-08
ESAB
-37.46%Esab Corporation
Shares6.5K
Event2026-03-31
Filed2026-05-08
BKNG
-48.79%Booking Holdings Inc
Shares148
Event2026-03-31
Filed2026-05-08
TRGP
-57.83%Targa Resources Corp
Shares2.5K
Event2026-03-31
Filed2026-05-08
MCK
-23.18%McKesson Corporation
Shares706
Event2026-03-31
Filed2026-05-08
CWAN
-41.57%Clearwater Analytics Hldgs Inc
Shares25.5K
Event2026-03-31
Filed2026-05-08
CSW
-39.47%CSW Industrials Com
Shares2.3K
Event2026-03-31
Filed2026-05-08
AXP
-49.62%American Express Co
Shares1.9K
Event2026-03-31
Filed2026-05-08
BWIN
-38.34%The Baldwin Insurance Grp Inc
Shares26.5K
Event2026-03-31
Filed2026-05-08
UNP
-31.17%Union Pacific Corp.
Shares2.4K
Event2026-03-31
Filed2026-05-08
LOW
-46.62%Lowes Cos Inc
Shares2.4K
Event2026-03-31
Filed2026-05-08
BMY
36.98%Bristol-Myers Squibb Co.
Shares9.3K
Event2026-03-31
Filed2026-05-08
T
-35.18%AT&T Inc.
Shares19.4K
Event2026-03-31
Filed2026-05-08
BA
-42.62%Boeing Co
Shares2.8K
Event2026-03-31
Filed2026-05-08
HIG
-56.69%The Hartford Insurance Group,
Shares4.1K
Event2026-03-31
Filed2026-05-08
IHG
-67.52%Intercontinental Hotels Group
Shares4.1K
Event2026-03-31
Filed2026-05-08
TRV
-59.69%The Travelers Companies Inc
Shares1.8K
Event2026-03-31
Filed2026-05-08
CTAS
-55.31%Cintas Corp
Shares3.1K
Event2026-03-31
Filed2026-05-08
VBK
31.19%Vanguard Small Cap Growth ETF
Shares1.7K
Event2026-03-31
Filed2026-05-08
DVY
0.00%Ishares Select Dividend ETF
Shares3.4K
Event2026-03-31
Filed2026-05-08
MIR
-39.20%Mirion Technologies Inc
Shares27.2K
Event2026-03-31
Filed2026-05-08
PWR
-20.30%Quanta Services Inc.
Shares903
Event2026-03-31
Filed2026-05-08
QUAL
0.00%Ishares Edge MSCI USA Quality
Shares2.6K
Event2026-03-31
Filed2026-05-08
FCX
-54.09%Freeport-McMoran Inc Class B
Shares8.4K
Event2026-03-31
Filed2026-05-08
BP
-19.78%BP PLC Sponsored ADR (UK)
Shares10.4K
Event2026-03-31
Filed2026-05-08
SPSC
-38.08%SPS Comm Inc
Shares8.5K
Event2026-03-31
Filed2026-05-08
APPF
-46.04%Appfolio Inc Class A
Shares3.0K
Event2026-03-31
Filed2026-05-08
FOUR
-38.70%Shift4 Pmts Inc Class A
Shares10.7K
Event2026-03-31
Filed2026-05-08
AIG
-6.30%American International Group
Shares6.2K
Event2026-03-31
Filed2026-05-08
DE
-39.65%Deere & Co
Shares822
Event2026-03-31
Filed2026-05-08
CARR
28.87%Carrier Global Corporation
Shares8.2K
Event2026-03-31
Filed2026-05-08
STZ
36.95%Constellation Brands
Shares3.0K
Event2026-03-31
Filed2026-05-08
MMM
46.22%3M Co
Shares3.1K
Event2026-03-31
Filed2026-05-08
GLW
-31.21%Corning Inc
Shares3.2K
Event2026-03-31
Filed2026-05-08
DHR
-43.79%Danaher Corporation
Shares2.2K
Event2026-03-31
Filed2026-05-08
HLT
-54.11%Hilton Worldwide Holdings Inc
Shares1.4K
Event2026-03-31
Filed2026-05-08
CBOE
-63.79%CBOE Global Markets Inc
Shares1.5K
Event2026-03-31
Filed2026-05-08
VCTR
91.52%Victory Cap Hldgs Inc
Shares6.3K
Event2026-03-31
Filed2026-05-08
RGA
-0.65%Reinsurance Group Of America
Shares2.0K
Event2026-03-31
Filed2026-05-08
INSM
279.07%Insmed Inc
Shares2.4K
Event2026-03-31
Filed2026-05-08
ADMA
-36.03%Adma Biologics Inc
Shares44.1K
Event2026-03-31
Filed2026-05-08
CIGNA GROUP
-40.21%CIGNA GROUP
Shares1.5K
Event2026-03-31
Filed2026-05-08
CSX
-46.70%CSX Corp.
Shares9.5K
Event2026-03-31
Filed2026-05-08
SNOW
30.18%Snowflake Inc Class A
Shares2.5K
Event2026-03-31
Filed2026-05-08
SRE
-69.23%Sempra Energy Inc.
Shares3.9K
Event2026-03-31
Filed2026-05-08
WELL
-49.67%Welltower Inc
Shares1.9K
Event2026-03-31
Filed2026-05-08
Blackrock Inc.
-55.68%Blackrock Inc.
Shares390
Event2026-03-31
Filed2026-05-08
EPAM
-38.15%Epam Sys Inc
Shares2.8K
Event2026-03-31
Filed2026-05-08
MPC
-20.71%Marathon Petroleum Corp
Shares1.5K
Event2026-03-31
Filed2026-05-08
SNA
-57.12%Snap-On Inc
Shares1.0K
Event2026-03-31
Filed2026-05-08
INTC
-62.01%Intel Corp.
Shares8.3K
Event2026-03-31
Filed2026-05-08
DIS
-35.03%Walt Disney Co
Shares3.8K
Event2026-03-31
Filed2026-05-08
PCG
2.59%PG&E Corp.
Shares20.5K
Event2026-03-31
Filed2026-05-08
CIEN
337.26%Ciena Corp
Shares927
Event2026-03-31
Filed2026-05-08
RSG
3.19%Republic Svcs Inc
Shares1.6K
Event2026-03-31
Filed2026-05-08
TLTD
0.00%Flexshares Morningstar Develop
Shares3.7K
Event2026-03-31
Filed2026-05-08
COF
-48.89%Capital One Financial
Shares1.9K
Event2026-03-31
Filed2026-05-08
KLAC
-67.28%KLA Corporation
Shares233
Event2026-03-31
Filed2026-05-08
AES
-15.44%AES Corporation
Shares24.2K
Event2026-03-31
Filed2026-05-08
CRH PLC
-61.33%CRH PLC
Shares3.2K
Event2026-03-31
Filed2026-05-08
BABA
92.67%Alibaba Group Holding Sponsore
Shares2.6K
Event2026-03-31
Filed2026-05-08
Apollo Global Mgmt Inc
-46.05%Apollo Global Mgmt Inc
Shares2.9K
Event2026-03-31
Filed2026-05-08
CMS
-46.20%CMS Energy Corp
Shares4.2K
Event2026-03-31
Filed2026-05-08
CBZ
-38.57%CBIZ Inc
Shares12.1K
Event2026-03-31
Filed2026-05-08
CGXU
0.00%Capital Group Intl Focus Eqty
Shares11.0K
Event2026-03-31
Filed2026-05-08
TER
-43.05%Teradyne Inc
Shares1.1K
Event2026-03-31
Filed2026-05-08
RB Global Inc
181.06%RB Global Inc
Shares3.4K
Event2026-03-31
Filed2026-05-08
EHC
37.13%Encompass Health Corp
Shares3.2K
Event2026-03-31
Filed2026-05-08
HON
-55.36%Honeywell International Inc
Shares1.4K
Event2026-03-31
Filed2026-05-08
QCOM
-42.96%Qualcomm Corp
Shares2.3K
Event2026-03-31
Filed2026-05-08
ORLY
-32.99%O'Reilly Automotive Inc
Shares3.2K
Event2026-03-31
Filed2026-05-08
HWM
-38.92%Howmet Aerospace Inc
Shares1.3K
Event2026-03-31
Filed2026-05-08
ADP
-57.16%Automatic Data Processing
Shares1.4K
Event2026-03-31
Filed2026-05-08
BR
-69.16%Broadridge Financial Solutions
Shares1.7K
Event2026-03-31
Filed2026-05-08
NTRA
281.89%Natera Inc
Shares1.4K
Event2026-03-31
Filed2026-05-08
IVE
0.00%IShares S&P 500 Value Index Fu
Shares1.3K
Event2026-03-31
Filed2026-05-08
DYNF
0.00%iShares U.S. Equity Factor Rot
Shares4.7K
Event2026-03-31
Filed2026-05-08
Hubbell Inc
-73.87%Hubbell Inc
Shares556
Event2026-03-31
Filed2026-05-08
QDEF
0.00%Flexshares Tr Qlt Div Def Idx
Shares3.4K
Event2026-03-31
Filed2026-05-08
TPR
-13.77%Tapestry Inc
Shares1.9K
Event2026-03-31
Filed2026-05-08
VRT
388.73%Vertiv Holdings Co
Shares1.0K
Event2026-03-31
Filed2026-05-08
Barrick Mining Corp.
-0.44%Barrick Mining Corp.
Shares6.4K
Event2026-03-31
Filed2026-05-08
COP
-61.11%ConocoPhillips
Shares2.0K
Event2026-03-31
Filed2026-05-08
SHOP
-4.91%Shopify Inc Class A
Shares2.1K
Event2026-03-31
Filed2026-05-08
EQIX
-95.99%Equinix Inc
Shares248
Event2026-03-31
Filed2026-05-08
CSL
0.14%Carlisle Companies Inc
Shares718
Event2026-03-31
Filed2026-05-08
CNC
-49.44%Centene Corp Del
Shares7.3K
Event2026-03-31
Filed2026-05-08
MET
-15.02%Metlife Inc
Shares3.4K
Event2026-03-31
Filed2026-05-08
ELAN
17878.18%Elanco Animal Health Inc
Shares9.9K
Event2026-03-31
Filed2026-05-08
SPOT
-35.53%Spotify Technology S A Shs
Shares470
Event2026-03-31
Filed2026-05-08
AWK
2.20%American Water Works Co
Shares1.7K
Event2026-03-31
Filed2026-05-08
LITE
180.00%Lumentum Holding Inc
Shares322
Event2026-03-31
Filed2026-05-08
SBUX
-82.51%Starbucks Corp
Shares2.5K
Event2026-03-31
Filed2026-05-08
APP
-64.49%Applovin Corp Class A
Shares554
Event2026-03-31
Filed2026-05-08
THC
-9.59%Tenet Healthcare Corp
Shares1.2K
Event2026-03-31
Filed2026-05-08
RCL
-61.89%Royal Caribbean Cruises Ltd
Shares795
Event2026-03-31
Filed2026-05-08
DVN
23.11%Devon Energy Corp
Shares4.3K
Event2026-03-31
Filed2026-05-08
LUV
-22.16%Southwest Airlines Co.
Shares5.8K
Event2026-03-31
Filed2026-05-08
TMUS
36.88%T-Mobile US, Inc
Shares1.0K
Event2026-03-31
Filed2026-05-08
IVW
0.00%IShares S&P 500 Growth Index F
Shares1.9K
Event2026-03-31
Filed2026-05-08
ICE
-38.23%Intercontinental Exchange Inc
Shares1.4K
Event2026-03-31
Filed2026-05-08
General Dynamics Corp
-43.51%General Dynamics Corp
Shares618
Event2026-03-31
Filed2026-05-08
URI
-57.42%United Rentals Inc
Shares290
Event2026-03-31
Filed2026-05-08
BSX
-53.54%Boston Scientific Corp
Shares3.4K
Event2026-03-31
Filed2026-05-08
CMI
-30.71%Cummins Inc
Shares379
Event2026-03-31
Filed2026-05-08
CEG
-30.08%Constellation Energy Corp
Shares730
Event2026-03-31
Filed2026-05-08
CHRW
807.41%C.H. Robinson Worldwide Inc.
Shares1.2K
Event2026-03-31
Filed2026-05-08
CGGR
0.00%Capital Group Growth ETF
Shares5.0K
Event2026-03-31
Filed2026-05-08
AEP
-95.84%American Electric Power Co Inc
Shares1.5K
Event2026-03-31
Filed2026-05-08
MCO
-37.43%Moody's Corp
Shares453
Event2026-03-31
Filed2026-05-08
DG
15.16%Dollar General Corp
Shares1.7K
Event2026-03-31
Filed2026-05-08
PGR
-66.69%Progressive Corp
Shares978
Event2026-03-31
Filed2026-05-08
DBEF
NewDbx Etf Tr Xtrack Msci Eafe
Shares3.9K
Event2026-03-31
Filed2026-05-08
CENCORA INC
-43.93%CENCORA INC
Shares605
Event2026-03-31
Filed2026-05-08
KKR & Co Inc
-75.27%KKR & Co Inc
Shares2.0K
Event2026-03-31
Filed2026-05-08
IR
-73.05%Ingersoll Rand Inc
Shares2.3K
Event2026-03-31
Filed2026-05-08
LMT
-50.81%Lockheed Martin Corporation
Shares305
Event2026-03-31
Filed2026-05-08
SNDK
-62.37%Sandisk Corp
Shares286
Event2026-03-31
Filed2026-05-08
EFV
0.00%Ishares MSCI EAFE Value ETF
Shares2.4K
Event2026-03-31
Filed2026-05-08
NEM
-65.18%Newmont Goldcorp Corp
Shares1.6K
Event2026-03-31
Filed2026-05-08
SYY
-46.33%Sysco Corp
Shares2.4K
Event2026-03-31
Filed2026-05-08
GLD
-73.72%SPDR Gold Trust
Shares386
Event2026-03-31
Filed2026-05-08
CDNS
-61.37%Cadence Design Systems Incorpo
Shares596
Event2026-03-31
Filed2026-05-08
BK
-37.66%Bank of New York Mellon Corp
Shares1.4K
Event2026-03-31
Filed2026-05-08
GM
-54.37%General Motors Co
Shares2.2K
Event2026-03-31
Filed2026-05-08
FDX
-63.16%Fedex Corp
Shares455
Event2026-03-31
Filed2026-05-08
DOW
-77.86%Dow Inc
Shares3.8K
Event2026-03-31
Filed2026-05-08
CMCSA
-73.41%Comcast Corp New Class A
Shares5.5K
Event2026-03-31
Filed2026-05-08
ADBE
-6.54%Adobe Systems Inc
Shares629
Event2026-03-31
Filed2026-05-08
CRWD
-79.17%Crowdstrike Hldgs Inc
Shares391
Event2026-03-31
Filed2026-05-08
EMR
-60.30%Emerson Electric Co.
Shares1.2K
Event2026-03-31
Filed2026-05-08
EVR
-83.54%Evercore Inc Class A
Shares495
Event2026-03-31
Filed2026-05-08
NOC
-57.14%Northrop Grumman Corp
Shares216
Event2026-03-31
Filed2026-05-08
JCI
-66.79%Johnson Controls International
Shares1.1K
Event2026-03-31
Filed2026-05-08
MPWR
-26.52%Monolithic Pwr Sys
Shares133
Event2026-03-31
Filed2026-05-08
NUE
-51.80%Nucor Corp
Shares856
Event2026-03-31
Filed2026-05-08
MAR
-58.99%Marriott International, Inc. N
Shares440
Event2026-03-31
Filed2026-05-08
DHI
-67.04%DR Horton Inc
Shares1.0K
Event2026-03-31
Filed2026-05-08
ITW
-39.65%Illinois Tool Works
Shares522
Event2026-03-31
Filed2026-05-08
EFG
0.00%Ishares Tr EAFE Grwth ETF
Shares1.2K
Event2026-03-31
Filed2026-05-08
PSX
-52.15%Phillips 66
Shares735
Event2026-03-31
Filed2026-05-08
HCA
-56.07%HCA Holdings Inc.
Shares282
Event2026-03-31
Filed2026-05-08
VST
11.17%Vistra Energy Corp
Shares886
Event2026-03-31
Filed2026-05-08
APD
-60.73%Air Products & Chemicals, Inc.
Shares454
Event2026-03-31
Filed2026-05-08
SPYM
NewSte Str Spdr Port S&P 500 ETF
Shares1.7K
Event2026-03-31
Filed2026-05-08
Blackstone Inc
-73.33%Blackstone Inc
Shares1.1K
Event2026-03-31
Filed2026-05-08
MUR
0.00%Murphy Oil Corp
Shares3.1K
Event2026-03-31
Filed2026-05-08
VMC
-23.24%Vulcan Materials Company
Shares469
Event2026-03-31
Filed2026-05-08
IYW
0.00%IShares DJ US Tech Sec
Shares702
Event2026-03-31
Filed2026-05-08
AFL
-38.99%Aflac Inc
Shares1.1K
Event2026-03-31
Filed2026-05-08
VLO
-70.58%Valero Refining & Marketing Co
Shares501
Event2026-03-31
Filed2026-05-08
AVY
-41.69%Avery Dennison Corp
Shares712
Event2026-03-31
Filed2026-05-08
FITB
80.25%Fifth Third Bancorp
Shares2.6K
Event2026-03-31
Filed2026-05-08
EXC
10.64%Exelon Corp
Shares2.5K
Event2026-03-31
Filed2026-05-08
ECL
-62.69%Ecolab
Shares450
Event2026-03-31
Filed2026-05-08
DLR
-73.81%Digital Realty Trust Inc
Shares660
Event2026-03-31
Filed2026-05-08
ROP
-67.86%Roper Technologies Inc
Shares332
Event2026-03-31
Filed2026-05-08
ALL
-26.28%Allstate Corp
Shares561
Event2026-03-31
Filed2026-05-08
TGT
-70.15%Target Corp
Shares943
Event2026-03-31
Filed2026-05-08
BUFR
NewFirst Tr ETF VIII Ft Vest Ladd
Shares3.3K
Event2026-03-31
Filed2026-05-08
ODFL
-69.25%Old Dominion Freight Line Inc
Shares575
Event2026-03-31
Filed2026-05-08
SLB
-69.86%SLB Limited
Shares2.2K
Event2026-03-31
Filed2026-05-08
EA
-48.58%Electronic Arts Inc
Shares543
Event2026-03-31
Filed2026-05-08
IDXX
-50.87%Idexx Lab Inc Com
Shares197
Event2026-03-31
Filed2026-05-08
SPDW
NewSPDR Index Shs Fds Portfolio D
Shares2.4K
Event2026-03-31
Filed2026-05-08
ADSK
-69.84%Autodesk Inc.
Shares453
Event2026-03-31
Filed2026-05-08
REGN
-50.53%Regeneron Pharmaceuticals
Shares140
Event2026-03-31
Filed2026-05-08
APA Corporation
-68.18%APA Corporation
Shares2.5K
Event2026-03-31
Filed2026-05-08
ADM
-48.52%Archer Daniels Midland Co
Shares1.5K
Event2026-03-31
Filed2026-05-08
SDY
0.00%State Street SPDR S&P Dividend
Shares732
Event2026-03-31
Filed2026-05-08
Alerian MLP ETF
0.00%Alerian MLP ETF
Shares2.0K
Event2026-03-31
Filed2026-05-08
Celestica Inc
359.26%Celestica Inc
Shares372
Event2026-03-31
Filed2026-05-08
ROST
-38.99%Ross Stores Inc
Shares482
Event2026-03-31
Filed2026-05-08
TE Connectivity Plc
-46.29%TE Connectivity Plc
Shares499
Event2026-03-31
Filed2026-05-08
CFG
17.58%Citizens Financial Group
Shares1.7K
Event2026-03-31
Filed2026-05-08
WBD
-68.17%Warner Bros Discovery Inc Seri
Shares3.7K
Event2026-03-31
Filed2026-05-08
KDP
5.30%Keurig Dr Pepper Inc
Shares3.8K
Event2026-03-31
Filed2026-05-08
HOOD
-72.83%Robinhood Mkts Inc Class A
Shares1.4K
Event2026-03-31
Filed2026-05-08
PEG
11.50%Public Service Enterpise Group
Shares1.2K
Event2026-03-31
Filed2026-05-08
MSCI
-70.07%MSCI Inc
Shares176
Event2026-03-31
Filed2026-05-08
AZO
-61.64%Autozone Inc
Shares28
Event2026-03-31
Filed2026-05-08
SPG
-39.88%Simon Property Group Inc
Shares502
Event2026-03-31
Filed2026-05-08
NET
-18.03%Cloudflare Inc Class A
Shares450
Event2026-03-31
Filed2026-05-08
KHC
52.32%The Kraft Heinz Co
Shares4.1K
Event2026-03-31
Filed2026-05-08
TDC
2.01%Teradata Corp Del
Shares3.6K
Event2026-03-31
Filed2026-05-08
DHT
-6.00%Dht Holdings Inc
Shares5.0K
Event2026-03-31
Filed2026-05-08
PRU
27.73%Prudential Financial Inc
Shares935
Event2026-03-31
Filed2026-05-08
CHD
11.01%Church & Dwight Co. Inc.
Shares978
Event2026-03-31
Filed2026-05-08
KMI
-29.32%Kinder Morgan Inc
Shares2.7K
Event2026-03-31
Filed2026-05-08
IUSV
0.00%Ishares Russell 3000 Value ETF
Shares887
Event2026-03-31
Filed2026-05-08
AJG
-80.53%Arthur J Gallagher & Co
Shares413
Event2026-03-31
Filed2026-05-08
UPS
-74.94%United Parcel Service Inc Clas
Shares906
Event2026-03-31
Filed2026-05-08
MCHP
5.75%Microchip Technology Inc
Shares1.4K
Event2026-03-31
Filed2026-05-08
CINF
7.20%Cincinnati Financial Corp
Shares566
Event2026-03-31
Filed2026-05-08
WAB
-74.75%Wabtec Corporation
Shares355
Event2026-03-31
Filed2026-05-08
Bluerock Pvt Real Estate Fd
NewBluerock Pvt Real Estate Fd
Shares5.3K
Event2026-03-31
Filed2026-05-08
CBRE
-55.74%CBRE Group Inc
Shares644
Event2026-03-31
Filed2026-05-08
ROK
-50.00%Rockwell Automation Inc
Shares242
Event2026-03-31
Filed2026-05-08
INR
-4.10%Infinity Nat Res Inc
Shares4.9K
Event2026-03-31
Filed2026-05-08
Rocket Lab Corp
226.60%Rocket Lab Corp
Shares1.3K
Event2026-03-31
Filed2026-05-08
TYL
-26.35%Tyler Technologies Inc
Shares246
Event2026-03-31
Filed2026-05-08
ALB
-82.61%Albemarle Corp
Shares469
Event2026-03-31
Filed2026-05-08
Marvell Technology Group Ltd
-97.45%Marvell Technology Group Ltd
Shares846
Event2026-03-31
Filed2026-05-08
NDAQ
-68.46%Nasdaq Stock Market Inc
Shares986
Event2026-03-31
Filed2026-05-08
ALLY
8.00%Ally Financial Inc
Shares2.1K
Event2026-03-31
Filed2026-05-08
ES
6.82%Eversource Energy
Shares1.2K
Event2026-03-31
Filed2026-05-08
MTB
-75.08%M&T Bank Corp
Shares404
Event2026-03-31
Filed2026-05-08
ETR
-50.47%Entergy Corp.
Shares743
Event2026-03-31
Filed2026-05-08
TDG
-64.14%Transdigm Group Inc
Shares71
Event2026-03-31
Filed2026-05-08
CTSH
-56.15%Cognizant Tech Solutions Corp
Shares1.3K
Event2026-03-31
Filed2026-05-08
LVS
4.33%Las Vegas Sands Corp
Shares1.5K
Event2026-03-31
Filed2026-05-08
BDX
-46.26%Becton Dickinson & Co
Shares517
Event2026-03-31
Filed2026-05-08
FTNT
-77.38%Fortinet Inc
Shares994
Event2026-03-31
Filed2026-05-08
ELV
-67.14%Elevance Health Inc.
Shares275
Event2026-03-31
Filed2026-05-08
FIS
-44.68%Fidelity National Information
Shares1.7K
Event2026-03-31
Filed2026-05-08
HEFA
0.00%Ishares Tr Hdg MSCI Eafe
Shares1.9K
Event2026-03-31
Filed2026-05-08
DELL
-75.66%Dell Technologies Inc Class C
Shares480
Event2026-03-31
Filed2026-05-08
EPSN
0.00%Epsilon Energy Ltd
Shares12.8K
Event2026-03-31
Filed2026-05-08
Seagate Technology Hldngs PLC
-73.76%Seagate Technology Hldngs PLC
Shares201
Event2026-03-31
Filed2026-05-08
DAL
-86.36%Delta Air Lines Inc
Shares1.2K
Event2026-03-31
Filed2026-05-08
NVGS
-3.59%Navigator Hldgs Ltd
Shares4.1K
Event2026-03-31
Filed2026-05-08
L
-23.31%Loews Corp
Shares727
Event2026-03-31
Filed2026-05-08
MINT
NewPIMCO Enhanced Short Maturity
Shares767
Event2026-03-31
Filed2026-05-08
PYPL
-96.66%PayPal Holdings Inc
Shares1.7K
Event2026-03-31
Filed2026-05-08
D
-72.03%Dominion Energy Inc
Shares1.2K
Event2026-03-31
Filed2026-05-08
FANG
-49.67%Diamondback Energy
Shares377
Event2026-03-31
Filed2026-05-08
HUM
186.00%Humana Inc
Shares429
Event2026-03-31
Filed2026-05-08
CAH
-45.92%Cardinal Health Inc
Shares351
Event2026-03-31
Filed2026-05-08
LQD
0.00%IShares IBOXX Invest Grade Cor
Shares679
Event2026-03-31
Filed2026-05-08
EIX
7.38%Edison International
Shares1.0K
Event2026-03-31
Filed2026-05-08
LYB
-78.48%Lyondellbasell Industries NV S
Shares910
Event2026-03-31
Filed2026-05-08
Invesco S&P 500 Low Volatili
0.00%Invesco S&P 500 Low Volatili
Shares1.0K
Event2026-03-31
Filed2026-05-08
CVNA
14.85%Carvana Co Class A
Shares232
Event2026-03-31
Filed2026-05-08
FTV
-70.52%Fortive Corp
Shares1.3K
Event2026-03-31
Filed2026-05-08
STT
-16.06%State Street Corp
Shares554
Event2026-03-31
Filed2026-05-08
HPE
-61.24%Hewlett Packard Enterprises
Shares2.9K
Event2026-03-31
Filed2026-05-08
CPRT
-10.17%Copart Inc Com Stk
Shares2.1K
Event2026-03-31
Filed2026-05-08
FAST
-75.24%Fastenal Com
Shares1.5K
Event2026-03-31
Filed2026-05-08
TWLO
165.02%Twilio Inc
Shares538
Event2026-03-31
Filed2026-05-08
KVUE
30.22%Kenvue Inc
Shares3.9K
Event2026-03-31
Filed2026-05-08
VTR
60.24%Ventas Inc Com
Shares814
Event2026-03-31
Filed2026-05-08
HAL
71.56%Halliburton CO.
Shares1.7K
Event2026-03-31
Filed2026-05-08
DOV
27.76%Dover Corporation
Shares313
Event2026-03-31
Filed2026-05-08
Qnity Electronics Inc
13.28%Qnity Electronics Inc
Shares563
Event2026-03-31
Filed2026-05-08
EQH
6.47%Equitable Holdings Inc
Shares1.7K
Event2026-03-31
Filed2026-05-08
FI
-86.75%Fiserv Inc Com
Shares1.2K
Event2026-03-31
Filed2026-05-08
EXPE
-54.78%Expedia Group Inc. New
Shares279
Event2026-03-31
Filed2026-05-08
EOG
-80.03%EOG Resources Inc
Shares444
Event2026-03-31
Filed2026-05-08
ALLE
29.79%Allegion PLC
Shares440
Event2026-03-31
Filed2026-05-08
KEY
8.25%KeyCorp
Shares3.2K
Event2026-03-31
Filed2026-05-08
BIIB
-44.37%Biogen Idec Inc
Shares346
Event2026-03-31
Filed2026-05-08
ON
-59.55%On Semiconductor Cor
Shares1.0K
Event2026-03-31
Filed2026-05-08
Corpay Inc
-74.77%Corpay Inc
Shares215
Event2026-03-31
Filed2026-05-08
IT
13.54%Gartner Grp Inc
Shares394
Event2026-03-31
Filed2026-05-08
ZTS
-67.31%Zoetis Inc
Shares527
Event2026-03-31
Filed2026-05-08
CTVA
-77.79%Corteva Inc
Shares739
Event2026-03-31
Filed2026-05-08
FDS
167.92%Factset Research Systems Inc
Shares284
Event2026-03-31
Filed2026-05-08
GLNG
-3.23%Golar Lng Ltd
Shares1.1K
Event2026-03-31
Filed2026-05-08
Ishares Gold Trust New ETF
0.00%Ishares Gold Trust New ETF
Shares695
Event2026-03-31
Filed2026-05-08
F
-72.99%Ford Motor Co
Shares5.2K
Event2026-03-31
Filed2026-05-08
IQV
-23.33%IQVIA Holdings Inc
Shares355
Event2026-03-31
Filed2026-05-08
DuPont De Nemours Inc
-56.00%DuPont De Nemours Inc
Shares1.3K
Event2026-03-31
Filed2026-05-08
EW
-64.13%Edwards Lifesciences Corp
Shares753
Event2026-03-31
Filed2026-05-08
JBL
-45.80%Jabil Inc
Shares226
Event2026-03-31
Filed2026-05-08
RJF
-16.90%Raymond James Financial, Inc.
Shares413
Event2026-03-31
Filed2026-05-08
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