Sponsored

The Analysis of LAZARI CAPITAL MANAGEMENT, INC.'s Holdings & P&L

Currently, LAZARI CAPITAL MANAGEMENT, INC. holds 188 types of securities in its portfolio with a total value $324.6M. In the most recent quarter, they have increased their positions in MGK (+23.3K shares, valued at $2.0M), NVDA (+7.8K shares, valued at $1.6M), GOOG (+3.2K shares, valued at $1.1M); decreased their positions in AMD (-1.1K shares, valued at $659.3K), N/A (-1.3K shares, valued at $491.1K), AAPL (-1.6K shares, valued at $449.4K); initiated new positions in ORCL-D (+17.8K shares, valued at $800.1K), N/A (+3.4K shares, valued at $585.7K), N/A (+5.3K shares, valued at $526.9K).

1M P&L

+3.5M+1.45%

3M P&L

+12.0M+5.13%

HY P&L

+21.3M+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

1Consumer Electronics43.1M

16.7%

2Semiconductors34.8M

13.5%

3N/A30.1M

11.6%

Top Industries by Stock Count

1N/A51 stocks

33.1%

2Drug Manufacturers - General6 stocks

3.9%

3Biotechnology6 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC149.0K shares-1.03%2026-06-302026-07-23

NVDA NVIDIA CORPORATION101.5K shares8.38%2026-06-302026-07-23

GOOGL ALPHABET INC55.2K shares4.09%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC32.9K shares2.42%2026-06-302026-07-23

AMZN AMAZON COM INC75.4K shares1.68%2026-06-302026-07-23

UBER UBER TECHNOLOGIES INC193.7K shares3.48%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC20.1K shares-5.34%2026-06-302026-07-23

TSLA TESLA INC22.5K shares0.08%2026-06-302026-07-23

Sponsored

BA BOEING CO35.3K shares4.21%2026-06-302026-07-23

BP BP PLC182.5K shares-2.20%2026-06-302026-07-23

MSFT MICROSOFT CORP18.0K shares2.50%2026-06-302026-07-23

BAC BANK OF AMER CORP88.2K shares-1.48%2026-06-302026-07-23

DIS DISNEY WALT CO50.7K shares-4.96%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC107.1K shares0.18%2026-06-302026-07-23

ABBVIE INC ABBVIE INC16.1K shares-0.46%2026-06-302026-07-23

NETFLIX INC. NETFLIX INC.55.1K shares31.20%2026-06-302026-07-23

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS10.4K shares0.19%2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC8.7K shares-0.33%2026-06-302026-07-23

BROADCOM INC BROADCOM INC9.3K shares-12.29%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.4K shares-0.93%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.7K shares-3.80%2026-06-302026-07-23

MGK VANGUARD WORLD FD29.1K shares403.97%2026-06-302026-07-23

GOOG ALPHABET INC6.8K shares91.85%2026-06-302026-07-23

QQQ INVESCO QQQ TR3.2K shares0.75%2026-06-302026-07-23

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP16.5K shares1.00%2026-06-302026-07-23

STIP ISHARES TR21.1K shares-0.96%2026-06-302026-07-23

ISHARES TR ISHARES TR2.8K shares-0.32%2026-06-302026-07-23

BE BLOOM ENERGY CORP6.5K shares0.00%2026-06-302026-07-23

BA-PA BOEING CO28.9K shares0.00%2026-06-302026-07-23

ISHARES TR ISHARES TR19.2K shares0.87%2026-06-302026-07-23

SBUX STARBUCKS CORP17.4K shares-0.78%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.8K shares-0.81%2026-06-302026-07-23

Sponsored

VISA INC VISA INC4.9K shares-17.71%2026-06-302026-07-23

AXP AMERICAN EXPRESS CO4.8K shares7.36%2026-06-302026-07-23

SERVICETITAN INC SERVICETITAN INC22.3K shares45.05%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON6.2K shares0.95%2026-06-302026-07-23

VYM VANGUARD WHITEHALL FDS9.9K shares-0.63%2026-06-302026-07-23

PFE PFIZER INC64.5K shares-1.40%2026-06-302026-07-23

WFC WELLS FARGO & CO18.5K shares-0.45%2026-06-302026-07-23

WMT WALMART INC13.5K shares-0.14%2026-06-302026-07-23

Sponsored

ARES CAPITAL CORP ARES CAPITAL CORP80.8K shares33.53%2026-06-302026-07-23

C CITIGROUP INC10.4K shares-2.66%2026-06-302026-07-23

LLY ELI LILLY & CO1.1K shares-0.27%2026-06-302026-07-23

MO ALTRIA GROUP INC18.4K shares-0.58%2026-06-302026-07-23

CAT CATERPILLAR INC1.2K shares-8.13%2026-06-302026-07-23

COP CONOCOPHILLIPS11.8K shares-4.98%2026-06-302026-07-23

CVX CHEVRON CORPORATION7.0K shares0.27%2026-06-302026-07-23

T AT&T INC54.4K shares-0.80%2026-06-302026-07-23

Sponsored

FI FISERV INC22.8K shares167.35%2026-06-302026-07-23

GS GOLDMAN SACHS GROUP INC1.1K shares-8.41%2026-06-302026-07-23

GLD SPDR GOLD TR3.0K shares9.98%2026-06-302026-07-23

XLE SELECT SECTOR SPDR TR19.4K shares-12.21%2026-06-302026-07-23

DVN DEVON ENERGY CORP NEW24.8K shares-7.51%2026-06-302026-07-23

WYNN WYNN RESORTS LTD10.5K shares-0.46%2026-06-302026-07-23

ORACLE CORP ORACLE CORP7.0K shares-10.82%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC876 shares1.15%2026-06-302026-07-23

Sponsored

BMY BRISTOL-MYERS SQUIBB CO17.2K shares4.47%2026-06-302026-07-23

LRCX LAM RESEARCH CORP2.3K shares-5.73%2026-06-302026-07-23

MS MORGAN STANLEY4.6K shares-0.06%2026-06-302026-07-23

INTC INTEL CORP6.7K shares-2.32%2026-06-302026-07-23

TRGP TARGA RES CORP3.5K shares0.00%2026-06-302026-07-23

ISHARES TR ISHARES TR9.4K shares-3.38%2026-06-302026-07-23

RTX CORPORATION RTX CORPORATION4.7K shares4.72%2026-06-302026-07-23

DEO DIAGEO PLC11.0K shares4.78%2026-06-302026-07-23

Sponsored

GE GE AEROSPACE2.4K shares-0.08%2026-06-302026-07-23

IJR ISHARES TR5.9K shares0.12%2026-06-302026-07-23

VOO VANGUARD INDEX FDS1.3K shares2.84%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC1.8K shares-0.11%2026-06-302026-07-23

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.7K shares-4.96%2026-06-302026-07-23

MAR MARRIOTT INTL INC NEW2.3K shares-1.74%2026-06-302026-07-23

ASML ASML HLDG NV420 shares6.87%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL1.6K shares-4.12%2026-06-302026-07-23

Sponsored

ORCL-D ORACLE CORP17.8K sharesnew addition2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC1.1K shares-0.18%2026-06-302026-07-23

VMC VULCAN MATLS CO2.7K shares0.00%2026-06-302026-07-23

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD8.1K shares-0.93%2026-06-302026-07-23

VFMO VANGUARD WELLINGTON FD3.1K shares0.03%2026-06-302026-07-23

CRM SALESFORCE INC4.7K shares-5.25%2026-06-302026-07-23

MRK MERCK & CO INC5.7K shares0.78%2026-06-302026-07-23

F FORD MTR CO52.0K shares-0.07%2026-06-302026-07-23

Sponsored

IGSB ISHARES TR13.3K shares-0.31%2026-06-302026-07-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL717 shares0.56%2026-06-302026-07-23

AMGN AMGEN INC1.9K shares-14.85%2026-06-302026-07-23

LQD ISHARES TR6.1K shares1.21%2026-06-302026-07-23

GEV GE VERNOVA INC565 shares-0.53%2026-06-302026-07-23

GSK PLC GSK PLC12.2K shares-6.88%2026-06-302026-07-23

MESO MESOBLAST LTD47.4K shares2.82%2026-06-302026-07-23

HD HOME DEPOT INC1.8K shares-1.34%2026-06-302026-07-23

Sponsored

SHOP SHOPIFY INC5.3K shares-1.03%2026-06-302026-07-23

SPG SIMON PPTY GROUP INC NEW2.6K shares0.04%2026-06-302026-07-23

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.4K sharesnew addition2026-06-302026-07-23

SCHW SCHWAB CHARLES CORP6.3K shares0.64%2026-06-302026-07-23

DFSV DIMENSIONAL ETF TRUST14.9K shares0.18%2026-06-302026-07-23

OXY OCCIDENTAL PETE CORP11.5K shares8.52%2026-06-302026-07-23

CVBF CVB FINL CORP24.4K shares0.00%2026-06-302026-07-23

SERVICENOW INC SERVICENOW INC5.3K sharesnew addition2026-06-302026-07-23

Sponsored

MCD MCDONALDS CORP1.9K shares0.00%2026-06-302026-07-23

IBIT ISHARES BITCOIN TRUST ETF15.4K shares26.17%2026-06-302026-07-23

DIREXION SHARES ETF TRUST DIREXION SHARES ETF TRUST19.3K shares0.00%2026-06-302026-07-23

VHT VANGUARD WORLD FD1.7K shares0.35%2026-06-302026-07-23

PYPL PAYPAL HLDGS INC11.5K shares-3.39%2026-06-302026-07-23

VEU VANGUARD INTL EQUITY INDEX F5.7K shares4.43%2026-06-302026-07-23

BND VANGUARD BD INDEX FDS6.1K shares-10.74%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC2.5K shares-2.03%2026-06-302026-07-23

Sponsored

XHR XENIA HOTELS & RESORTS INC21.8K shares-21.59%2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR2.3K shares0.00%2026-06-302026-07-23

EME EMCOR GROUP INC506 shares-1.75%2026-06-302026-07-23

MCK MCKESSON CORP554 shares14.94%2026-06-302026-07-23

VOD VODAFONE GROUP PLC30.7K shares-3.01%2026-06-302026-07-23

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.5K shares-9.03%2026-06-302026-07-23

FBND FIDELITY MERRIMACK STR TR8.7K shares-3.07%2026-06-302026-07-23

IYE ISHARES TR7.0K shares0.00%2026-06-302026-07-23

Sponsored

BIL SPDR SERIES TRUST4.1K shares0.41%2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.70%2026-06-302026-07-23

NKX NUVEEN CALIF AMT FREE MUNI I28.8K shares0.00%2026-06-302026-07-23

TEVA TEVA PHARMACEUTICAL INDS LTD10.5K shares0.04%2026-06-302026-07-23

VBR VANGUARD INDEX FDS1.5K shares0.48%2026-06-302026-07-23

RSPT INVESCO EXCHANGE TRADED FD T5.5K shares0.00%2026-06-302026-07-23

VXUS VANGUARD STAR FDS4.1K shares3.96%2026-06-302026-07-23

PG PROCTER & GAMBLE CO2.4K shares-0.21%2026-06-302026-07-23

Sponsored

VV VANGUARD INDEX FDS1.0K shares0.30%2026-06-302026-07-23

RKLB ROCKET LAB CORP3.4K sharesnew addition2026-06-302026-07-23

MGV VANGUARD WORLD FD2.1K shares0.00%2026-06-302026-07-23

NKE NIKE INC8.0K shares64.02%2026-06-302026-07-23

AGNC INVT CORP AGNC INVT CORP29.7K shares18.32%2026-06-302026-07-23

DUK DUKE ENERGY CORP NEW2.5K shares1.31%2026-06-302026-07-23

DISV DIMENSIONAL ETF TRUST8.0K shares2.50%2026-06-302026-07-23

VUG VANGUARD INDEX FDS3.7K shares519.06%2026-06-302026-07-23

Sponsored

IYH ISHARES TR4.7K shares-0.02%2026-06-302026-07-23

BBVA BANCO BILBAO VIZCAYA ARGENTA12.5K shares-0.49%2026-06-302026-07-23

ALPS ETF TR ALPS ETF TR5.8K shares-7.17%2026-06-302026-07-23

IJK ISHARES TR2.6K shares0.00%2026-06-302026-07-23

UYG PROSHARES TR3.5K shares0.00%2026-06-302026-07-23

XEL XCEL ENERGY INC3.6K shares0.17%2026-06-302026-07-23

SLV ISHARES SILVER TR5.3K shares27.65%2026-06-302026-07-23

ETprI ENERGY TRANSFER L P24.5K shares0.00%2026-06-302026-07-23

Sponsored

TOL TOLL BROTHERS INC1.7K shares11.43%2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR8.7K shares11.90%2026-06-302026-07-23

SOUTHERN CO SOUTHERN CO2.9K shares-2.74%2026-06-302026-07-23

IEMG ISHARES INC3.3K shares0.00%2026-06-302026-07-23

XYZ BLOCK INC3.5K shares-5.70%2026-06-302026-07-23

BFLY BUTTERFLY NETWORK INC31.7K shares0.00%2026-06-302026-07-23

TGT TARGET CORP2.0K shares-4.30%2026-06-302026-07-23

UNP UNION PAC CORP951 shares3.03%2026-06-302026-07-23

Sponsored

IJH ISHARES TR3.3K shares0.00%2026-06-302026-07-23

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC334 sharesnew addition2026-06-302026-07-23

SCHF SCHWAB STRATEGIC TR9.2K shares3.41%2026-06-302026-07-23

DAL DELTA AIR LINES INC2.7K sharesnew addition2026-06-302026-07-23

IEF ISHARES TR2.7K shares-2.38%2026-06-302026-07-23

GNL GLOBAL NET LEASE INC27.4K shares8.30%2026-06-302026-07-23

SHW SHERWIN WILLIAMS CO703 shares-0.28%2026-06-302026-07-23

OUST OUSTER INC3.8K sharesnew addition2026-06-302026-07-23

Sponsored

XLF SELECT SECTOR SPDR TR4.4K shares-2.19%2026-06-302026-07-23

GRAB GRAB HOLDINGS LIMITED61.6K shares366.67%2026-06-302026-07-23

PEP PEPSICO INC1.7K shares1.48%2026-06-302026-07-23

FREEPORT MCMORAN INC FREEPORT MCMORAN INC3.6K shares0.03%2026-06-302026-07-23

MITK MITEK SYS INC11.3K shares0.00%2026-06-302026-07-23

IMTM ISHARES TR4.3K shares0.00%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC1.9K sharesnew addition2026-06-302026-07-23

FDX FEDEX CORP724 shares0.84%2026-06-302026-07-23

Sponsored

AOA ISHARES TR2.3K shares0.04%2026-06-302026-07-23

MLI MUELLER INDS INC1.8K sharesnew addition2026-06-302026-07-23

MET METLIFE INC2.6K sharesnew addition2026-06-302026-07-23

IWF ISHARES TR1.8K sharesnew addition2026-06-302026-07-23

BXP BXP INC3.3K sharesnew addition2026-06-302026-07-23

WEC WEC ENERGY GROUP INC1.8K shares0.82%2026-06-302026-07-23

DFEV DIMENSIONAL ETF TRUST5.0K sharesnew addition2026-06-302026-07-23

UBRL GRANITESHARES ETF TR14.1K shares24.78%2026-06-302026-07-23

Sponsored

KO COCA COLA CO2.5K sharesnew addition2026-06-302026-07-23

KMB KIMBERLY-CLARK CORP1.9K sharesnew addition2026-06-302026-07-23

KEY KEYCORP8.8K sharesnew addition2026-06-302026-07-23

VO VANGUARD INDEX FDS2.5K sharesnew addition2026-06-302026-07-23

IVE ISHARES TR890 sharesnew addition2026-06-302026-07-23

STARWOOD PPTY TR INC STARWOOD PPTY TR INC11.3K shares4.61%2026-06-302026-07-23

GERN GERON CORP117.4K shares4.45%2026-06-302026-07-23

PLUG PLUG PWR INC40.7K shares10.73%2026-06-302026-07-23

Sponsored

SOUN SOUNDHOUND AI INC16.8K sharesnew addition2026-06-302026-07-23

LYG LLOYDS BANKING GROUP PLC17.9K shares0.00%2026-06-302026-07-23

BITU PROSHARES TR10.0K sharesnew addition2026-06-302026-07-23

PPT PUTNAM PREMIER INCOME TR22.4K shares0.00%2026-06-302026-07-23

MBOT MICROBOT MED INC36.6K shares57.39%2026-06-302026-07-23

TMC TMC THE METALS COMPANY INC10.0K shares0.00%2026-06-302026-07-23

MAIA MAIA BIOTECHNOLOGY INC21.8K sharesnew addition2026-06-302026-07-23

RR RICHTECH ROBOTICS INC13.5K sharesnew addition2026-06-302026-07-23

Sponsored

KSCP KNIGHTSCOPE INC11.4K sharesnew addition2026-06-302026-07-23

LCTX LINEAGE CELL THERAPEUTICS IN10.5K shares0.00%2026-06-302026-07-23

VANI VIVANI MEDICAL INC10.0K shares0.00%2026-06-302026-07-23

HUMA HUMACYTE INC14.4K shares9.89%2026-06-302026-07-23

AAPL

APPLE INC

-1.03%

Shares149.0K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

8.38%

Shares101.5K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

4.09%

Shares55.2K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

2.42%

Shares32.9K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

1.68%

Shares75.4K

Event2026-06-30

Filed2026-07-23

UBER

UBER TECHNOLOGIES INC

3.48%

Shares193.7K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

-5.34%

Shares20.1K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

0.08%

Shares22.5K

Event2026-06-30

Filed2026-07-23

BOEING CO

4.21%

Shares35.3K

Event2026-06-30

Filed2026-07-23

BP PLC

-2.20%

Shares182.5K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

2.50%

Shares18.0K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

-1.48%

Shares88.2K

Event2026-06-30

Filed2026-07-23

DIS

DISNEY WALT CO

-4.96%

Shares50.7K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

0.18%

Shares107.1K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

-0.46%

Shares16.1K

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

31.20%

Shares55.1K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

0.19%

Shares10.4K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

-0.33%

Shares8.7K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

-12.29%

Shares9.3K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

-0.93%

Shares8.4K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

-3.80%

Shares3.7K

Event2026-06-30

Filed2026-07-23

MGK

VANGUARD WORLD FD

403.97%

Shares29.1K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

91.85%

Shares6.8K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

0.75%

Shares3.2K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

1.00%

Shares16.5K

Event2026-06-30

Filed2026-07-23

STIP

ISHARES TR

-0.96%

Shares21.1K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-0.32%

Shares2.8K

Event2026-06-30

Filed2026-07-23

BLOOM ENERGY CORP

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-23

BA-PA

BOEING CO

0.00%

Shares28.9K

Event2026-06-30

Filed2026-07-23

ISHARES TR

0.87%

Shares19.2K

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP

-0.78%

Shares17.4K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

-0.81%

Shares1.8K

Event2026-06-30

Filed2026-07-23

VISA INC

-17.71%

Shares4.9K

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS CO

7.36%

Shares4.8K

Event2026-06-30

Filed2026-07-23

SERVICETITAN INC

45.05%

Shares22.3K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

0.95%

Shares6.2K

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD WHITEHALL FDS

-0.63%

Shares9.9K

Event2026-06-30

Filed2026-07-23

PFE

PFIZER INC

-1.40%

Shares64.5K

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO

-0.45%

Shares18.5K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

-0.14%

Shares13.5K

Event2026-06-30

Filed2026-07-23

ARES CAPITAL CORP

33.53%

Shares80.8K

Event2026-06-30

Filed2026-07-23

CITIGROUP INC

-2.66%

Shares10.4K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

-0.27%

Shares1.1K

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC

-0.58%

Shares18.4K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

-8.13%

Shares1.2K

Event2026-06-30

Filed2026-07-23

COP

CONOCOPHILLIPS

-4.98%

Shares11.8K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

0.27%

Shares7.0K

Event2026-06-30

Filed2026-07-23

AT&T INC

-0.80%

Shares54.4K

Event2026-06-30

Filed2026-07-23

FISERV INC

167.35%

Shares22.8K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

-8.41%

Shares1.1K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

9.98%

Shares3.0K

Event2026-06-30

Filed2026-07-23

XLE

SELECT SECTOR SPDR TR

-12.21%

Shares19.4K

Event2026-06-30

Filed2026-07-23

DVN

DEVON ENERGY CORP NEW

-7.51%

Shares24.8K

Event2026-06-30

Filed2026-07-23

WYNN

WYNN RESORTS LTD

-0.46%

Shares10.5K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

-10.82%

Shares7.0K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

1.15%

Shares876

Event2026-06-30

Filed2026-07-23

BMY

BRISTOL-MYERS SQUIBB CO

4.47%

Shares17.2K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

-5.73%

Shares2.3K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

-0.06%

Shares4.6K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

-2.32%

Shares6.7K

Event2026-06-30

Filed2026-07-23

TRGP

TARGA RES CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-3.38%

Shares9.4K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION

4.72%

Shares4.7K

Event2026-06-30

Filed2026-07-23

DEO

DIAGEO PLC

4.78%

Shares11.0K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

-0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

0.12%

Shares5.9K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

2.84%

Shares1.3K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

-4.96%

Shares1.7K

Event2026-06-30

Filed2026-07-23

MAR

MARRIOTT INTL INC NEW

-1.74%

Shares2.3K

Event2026-06-30

Filed2026-07-23

ASML

ASML HLDG NV

6.87%

Shares420

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

-4.12%

Shares1.6K

Event2026-06-30

Filed2026-07-23

ORCL-D

ORACLE CORP

New

Shares17.8K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

-0.18%

Shares1.1K

Event2026-06-30

Filed2026-07-23

VMC

VULCAN MATLS CO

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

ALIBABA GROUP HLDG LTD

-0.93%

Shares8.1K

Event2026-06-30

Filed2026-07-23

VFMO

VANGUARD WELLINGTON FD

0.03%

Shares3.1K

Event2026-06-30

Filed2026-07-23

CRM

SALESFORCE INC

-5.25%

Shares4.7K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

0.78%

Shares5.7K

Event2026-06-30

Filed2026-07-23

FORD MTR CO

-0.07%

Shares52.0K

Event2026-06-30

Filed2026-07-23

IGSB

ISHARES TR

-0.31%

Shares13.3K

Event2026-06-30

Filed2026-07-23

SEAGATE TECHNOLOGY HLDNGS PL

0.56%

Shares717

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

-14.85%

Shares1.9K

Event2026-06-30

Filed2026-07-23

LQD

ISHARES TR

1.21%

Shares6.1K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

-0.53%

Shares565

Event2026-06-30

Filed2026-07-23

GSK PLC

-6.88%

Shares12.2K

Event2026-06-30

Filed2026-07-23

MESO

MESOBLAST LTD

2.82%

Shares47.4K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

-1.34%

Shares1.8K

Event2026-06-30

Filed2026-07-23

SHOP

SHOPIFY INC

-1.03%

Shares5.3K

Event2026-06-30

Filed2026-07-23

SPG

SIMON PPTY GROUP INC NEW

0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-23

SPACE EXPLORATION TECHN CORP

New

Shares3.4K

Event2026-06-30

Filed2026-07-23

SCHW

SCHWAB CHARLES CORP

0.64%

Shares6.3K

Event2026-06-30

Filed2026-07-23

DFSV

DIMENSIONAL ETF TRUST

0.18%

Shares14.9K

Event2026-06-30

Filed2026-07-23

OXY

OCCIDENTAL PETE CORP

8.52%

Shares11.5K

Event2026-06-30

Filed2026-07-23

CVBF

CVB FINL CORP

0.00%

Shares24.4K

Event2026-06-30

Filed2026-07-23

SERVICENOW INC

New

Shares5.3K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-23

IBIT

ISHARES BITCOIN TRUST ETF

26.17%

Shares15.4K

Event2026-06-30

Filed2026-07-23

DIREXION SHARES ETF TRUST

0.00%

Shares19.3K

Event2026-06-30

Filed2026-07-23

VHT

VANGUARD WORLD FD

0.35%

Shares1.7K

Event2026-06-30

Filed2026-07-23

PYPL

PAYPAL HLDGS INC

-3.39%

Shares11.5K

Event2026-06-30

Filed2026-07-23

VEU

VANGUARD INTL EQUITY INDEX F

4.43%

Shares5.7K

Event2026-06-30

Filed2026-07-23

BND

VANGUARD BD INDEX FDS

-10.74%

Shares6.1K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

-2.03%

Shares2.5K

Event2026-06-30

Filed2026-07-23

XHR

XENIA HOTELS & RESORTS INC

-21.59%

Shares21.8K

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

EME

EMCOR GROUP INC

-1.75%

Shares506

Event2026-06-30

Filed2026-07-23

MCK

MCKESSON CORP

14.94%

Shares554

Event2026-06-30

Filed2026-07-23

VOD

VODAFONE GROUP PLC

-3.01%

Shares30.7K

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC

-9.03%

Shares3.5K

Event2026-06-30

Filed2026-07-23

FBND

FIDELITY MERRIMACK STR TR

-3.07%

Shares8.7K

Event2026-06-30

Filed2026-07-23

IYE

ISHARES TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-23

BIL

SPDR SERIES TRUST

0.41%

Shares4.1K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

0.70%

Shares1.3K

Event2026-06-30

Filed2026-07-23

NKX

NUVEEN CALIF AMT FREE MUNI I

0.00%

Shares28.8K

Event2026-06-30

Filed2026-07-23

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.04%

Shares10.5K

Event2026-06-30

Filed2026-07-23

VBR

VANGUARD INDEX FDS

0.48%

Shares1.5K

Event2026-06-30

Filed2026-07-23

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

3.96%

Shares4.1K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

-0.21%

Shares2.4K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

0.30%

Shares1.0K

Event2026-06-30

Filed2026-07-23

RKLB

ROCKET LAB CORP

New

Shares3.4K

Event2026-06-30

Filed2026-07-23

MGV

VANGUARD WORLD FD

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-23

NKE

NIKE INC

64.02%

Shares8.0K

Event2026-06-30

Filed2026-07-23

AGNC INVT CORP

18.32%

Shares29.7K

Event2026-06-30

Filed2026-07-23

DUK

DUKE ENERGY CORP NEW

1.31%

Shares2.5K

Event2026-06-30

Filed2026-07-23

DISV

DIMENSIONAL ETF TRUST

2.50%

Shares8.0K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

519.06%

Shares3.7K

Event2026-06-30

Filed2026-07-23

IYH

ISHARES TR

-0.02%

Shares4.7K

Event2026-06-30

Filed2026-07-23

BBVA

BANCO BILBAO VIZCAYA ARGENTA

-0.49%

Shares12.5K

Event2026-06-30

Filed2026-07-23

ALPS ETF TR

-7.17%

Shares5.8K

Event2026-06-30

Filed2026-07-23

IJK

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-23

UYG

PROSHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

XEL

XCEL ENERGY INC

0.17%

Shares3.6K

Event2026-06-30

Filed2026-07-23

SLV

ISHARES SILVER TR

27.65%

Shares5.3K

Event2026-06-30

Filed2026-07-23

ETprI

ENERGY TRANSFER L P

0.00%

Shares24.5K

Event2026-06-30

Filed2026-07-23

TOL

TOLL BROTHERS INC

11.43%

Shares1.7K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

11.90%

Shares8.7K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO

-2.74%

Shares2.9K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

XYZ

BLOCK INC

-5.70%

Shares3.5K

Event2026-06-30

Filed2026-07-23

BFLY

BUTTERFLY NETWORK INC

0.00%

Shares31.7K

Event2026-06-30

Filed2026-07-23

TGT

TARGET CORP

-4.30%

Shares2.0K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

3.03%

Shares951

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HLDGS INC

New

Shares334

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC TR

3.41%

Shares9.2K

Event2026-06-30

Filed2026-07-23

DAL

DELTA AIR LINES INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-23

IEF

ISHARES TR

-2.38%

Shares2.7K

Event2026-06-30

Filed2026-07-23

GNL

GLOBAL NET LEASE INC

8.30%

Shares27.4K

Event2026-06-30

Filed2026-07-23

SHW

SHERWIN WILLIAMS CO

-0.28%

Shares703

Event2026-06-30

Filed2026-07-23

OUST

OUSTER INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-23

XLF

SELECT SECTOR SPDR TR

-2.19%

Shares4.4K

Event2026-06-30

Filed2026-07-23

GRAB

GRAB HOLDINGS LIMITED

366.67%

Shares61.6K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

1.48%

Shares1.7K

Event2026-06-30

Filed2026-07-23

FREEPORT MCMORAN INC

0.03%

Shares3.6K

Event2026-06-30

Filed2026-07-23

MITK

MITEK SYS INC

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-23

IMTM

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-23

FDX

FEDEX CORP

0.84%

Shares724

Event2026-06-30

Filed2026-07-23

AOA

ISHARES TR

0.04%

Shares2.3K

Event2026-06-30

Filed2026-07-23

MLI

MUELLER INDS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-23

MET

METLIFE INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

New

Shares1.8K

Event2026-06-30

Filed2026-07-23

BXP

BXP INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-23

WEC

WEC ENERGY GROUP INC

0.82%

Shares1.8K

Event2026-06-30

Filed2026-07-23

DFEV

DIMENSIONAL ETF TRUST

New

Shares5.0K

Event2026-06-30

Filed2026-07-23

UBRL

GRANITESHARES ETF TR

24.78%

Shares14.1K

Event2026-06-30

Filed2026-07-23

COCA COLA CO

New

Shares2.5K

Event2026-06-30

Filed2026-07-23

KMB

KIMBERLY-CLARK CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-23

KEY

KEYCORP

New

Shares8.8K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

New

Shares2.5K

Event2026-06-30

Filed2026-07-23

IVE

ISHARES TR

New

Shares890

Event2026-06-30

Filed2026-07-23

STARWOOD PPTY TR INC

4.61%

Shares11.3K

Event2026-06-30

Filed2026-07-23

GERN

GERON CORP

4.45%

Shares117.4K

Event2026-06-30

Filed2026-07-23

PLUG

PLUG PWR INC

10.73%

Shares40.7K

Event2026-06-30

Filed2026-07-23

SOUN

SOUNDHOUND AI INC

New

Shares16.8K

Event2026-06-30

Filed2026-07-23

LYG

LLOYDS BANKING GROUP PLC

0.00%

Shares17.9K

Event2026-06-30

Filed2026-07-23

BITU

PROSHARES TR

New

Shares10.0K

Event2026-06-30

Filed2026-07-23

PPT

PUTNAM PREMIER INCOME TR

0.00%

Shares22.4K

Event2026-06-30

Filed2026-07-23

MBOT

MICROBOT MED INC

57.39%

Shares36.6K

Event2026-06-30

Filed2026-07-23

TMC

TMC THE METALS COMPANY INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-23

MAIA

MAIA BIOTECHNOLOGY INC

New

Shares21.8K

Event2026-06-30

Filed2026-07-23

RICHTECH ROBOTICS INC

New

Shares13.5K

Event2026-06-30

Filed2026-07-23

KSCP

KNIGHTSCOPE INC

New

Shares11.4K

Event2026-06-30

Filed2026-07-23

LCTX

LINEAGE CELL THERAPEUTICS IN

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-23

VANI

VIVANI MEDICAL INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-23

HUMA

HUMACYTE INC

9.89%

Shares14.4K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available