Sponsored

The Analysis of Palisade Asset Management, LLC's Holdings & P&L

Currently, Palisade Asset Management, LLC holds 204 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in KLAC (+31.5K shares, valued at $9.5M), IWF (+15.5K shares, valued at $1.9M), N/A (+7.4K shares, valued at $1.7M); decreased their positions in AAPL (-11.5K shares, valued at $3.3M), N/A (-9.5K shares, valued at $1.1M), INTC (-8.0K shares, valued at $1.1M); initiated new positions in N/A (+7.4K shares, valued at $1.7M), N/A (+7.4K shares, valued at $1.6M), N/A (+5.5K shares, valued at $826.0K).

1M P&L

-30.3M-3.55%

3M P&L

+17.2M+2.14%

HY P&L

-147.6K-0.02%

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

1Drug Manufacturers - General78.0M

9.6%

2N/A67.7M

8.3%

3Consumer Electronics53.7M

6.6%

Top Industries by Stock Count

1N/A43 stocks

25.4%

2Specialty Industrial Machinery8 stocks

4.7%

3Drug Manufacturers - General7 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc185.6K shares-5.84%2026-06-302026-07-20

MSFT Microsoft Corp129.1K shares-0.05%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC345.9K shares-2.68%2026-06-302026-07-20

UnitedHealth Group Inc UnitedHealth Group Inc79.9K shares0.26%2026-06-302026-07-20

SPDR S&P 500 ETF TR SPDR S&P 500 ETF TR38.3K shares-1.30%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS98.8K shares-0.85%2026-06-302026-07-20

AMGN Amgen Inc72.8K shares-1.15%2026-06-302026-07-20

JNJ Johnson & Johnson100.9K shares-2.02%2026-06-302026-07-20

Sponsored

Oracle Corp Oracle Corp173.9K shares-0.38%2026-06-302026-07-20

JPMorgan Chase & Co JPMorgan Chase & Co75.2K shares-0.42%2026-06-302026-07-20

HD HOME DEPOT INC68.7K shares0.82%2026-06-302026-07-20

DE Deere & Co36.6K shares-0.57%2026-06-302026-07-20

ECL Ecolab Inc77.7K shares1.37%2026-06-302026-07-20

TGT Target Corp151.7K shares0.51%2026-06-302026-07-20

TXN TEXAS INSTRS INC66.1K shares-0.48%2026-06-302026-07-20

ABT ABBOTT LABORATORIES205.7K shares-0.09%2026-06-302026-07-20

Sponsored

RY ROYAL BK CDA82.6K shares-1.83%2026-06-302026-07-20

LLY ELI LILLY & CO14.2K shares-1.56%2026-06-302026-07-20

PG PROCTER & GAMBLE CO111.2K shares0.95%2026-06-302026-07-20

AbbVie Inc AbbVie Inc62.3K shares-2.10%2026-06-302026-07-20

CVX CHEVRON CORPORATION93.9K shares-0.54%2026-06-302026-07-20

PEP PepsiCo Inc114.3K shares0.43%2026-06-302026-07-20

GD General Dynamics Corp43.1K shares-0.26%2026-06-302026-07-20

TJX TJX COS INC NEW100.8K shares-1.78%2026-06-302026-07-20

Sponsored

VISA INC VISA INC44.1K shares1.37%2026-06-302026-07-20

USB US BANCORP248.6K shares-0.36%2026-06-302026-07-20

ADP AUTOMATIC DATA PROCESSING IN64.8K shares2.48%2026-06-302026-07-20

LHX L3HARRIS TECHNOLOGIES INC49.2K shares-0.76%2026-06-302026-07-20

MCD MCDONALDS CORP52.4K shares1.88%2026-06-302026-07-20

3M Co 3M Co87.2K shares-0.49%2026-06-302026-07-20

INTC Intel Corp92.2K shares-7.98%2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION67.3K shares-0.11%2026-06-302026-07-20

Sponsored

BLK BLACKROCK INC12.4K shares0.24%2026-06-302026-07-20

SYK STRYKER CORPORATION37.3K shares-0.51%2026-06-302026-07-20

CL COLGATE PALMOLIVE CO119.3K shares7.77%2026-06-302026-07-20

KLAC KLA CORP35.0K shares895.16%2026-06-302026-07-20

IWM ISHARES TR33.0K shares-0.06%2026-06-302026-07-20

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC28.6K shares-2.06%2026-06-302026-07-20

CAT Caterpillar Inc8.5K shares-1.09%2026-06-302026-07-20

BALL BALL CORP140.6K shares-3.33%2026-06-302026-07-20

Sponsored

Exxon Mobil Corp Exxon Mobil Corp63.2K shares8.67%2026-06-302026-07-20

HSY HERSHEY CO48.7K shares2.10%2026-06-302026-07-20

AFL Aflac Inc68.3K shares-0.98%2026-06-302026-07-20

DCI DONALDSON INC84.6K shares-0.61%2026-06-302026-07-20

MDY SPDR S&P MIDCAP 400 ETF TR10.4K shares-0.43%2026-06-302026-07-20

VOO VANGUARD INDEX FDS10.6K shares7.37%2026-06-302026-07-20

APH AMPHENOL CORP38.4K shares-0.23%2026-06-302026-07-20

XEL Xcel Energy Inc82.4K shares0.07%2026-06-302026-07-20

Sponsored

AMT AMERICAN TOWER CORP39.8K shares5.67%2026-06-302026-07-20

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND51.8K shares12.49%2026-06-302026-07-20

WMT WALMART INC56.7K shares-1.07%2026-06-302026-07-20

BDX BECTON DICKINSON & CO42.1K shares1.57%2026-06-302026-07-20

IJH ISHARES TR82.1K shares2.41%2026-06-302026-07-20

TSCO Tractor Supply Co192.9K shares1.50%2026-06-302026-07-20

IJR ISHARES TR41.1K shares1.46%2026-06-302026-07-20

GOOGL ALPHABET INC15.2K shares0.43%2026-06-302026-07-20

Sponsored

MS Morgan Stanley25.2K shares-3.45%2026-06-302026-07-20

ISHARES TR ISHARES TR54.0K shares3.90%2026-06-302026-07-20

FAST Fastenal Co107.4K shares-1.29%2026-06-302026-07-20

EMR EMERSON ELEC CO32.7K shares1.43%2026-06-302026-07-20

MRK Merck & Co Inc35.4K shares0.56%2026-06-302026-07-20

ROST Ross Stores Inc19.4K shares0.00%2026-06-302026-07-20

GGG Graco Inc54.7K shares0.55%2026-06-302026-07-20

Medtronic PLC Medtronic PLC52.7K shares4.18%2026-06-302026-07-20

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS11.1K shares0.00%2026-06-302026-07-20

Southern Co Southern Co42.1K shares0.44%2026-06-302026-07-20

NextEra Energy Inc NextEra Energy Inc45.8K shares9.78%2026-06-302026-07-20

TECH BIO-TECHNE CORP55.3K shares-0.43%2026-06-302026-07-20

DHR DANAHER CORP DEL20.4K shares-0.56%2026-06-302026-07-20

EFA ISHARES TR36.9K shares0.00%2026-06-302026-07-20

GOOG ALPHABET INC10.3K shares-0.14%2026-06-302026-07-20

FDX FedEx Corp11.0K shares-0.05%2026-06-302026-07-20

Sponsored

KO COCA COLA CO40.7K shares-0.45%2026-06-302026-07-20

NVDA NVIDIA CORPORATION15.6K shares3.11%2026-06-302026-07-20

IWF ISHARES TR20.7K shares294.22%2026-06-302026-07-20

NVS Novartis Ag15.6K shares-4.69%2026-06-302026-07-20

KMB Kimberly-Clark Corp22.0K shares-1.14%2026-06-302026-07-20

CenterPoint Energy Inc CenterPoint Energy Inc50.3K shares0.00%2026-06-302026-07-20

GPC Genuine Parts Co18.6K shares-0.11%2026-06-302026-07-20

AXP American Express Co6.4K shares-1.40%2026-06-302026-07-20

Sponsored

GIS GENERAL MILLS INC59.6K shares-4.01%2026-06-302026-07-20

GL GLOBE LIFE INC11.2K shares0.00%2026-06-302026-07-20

BRK.B Berkshire Hathaway Inc Del4.0K shares1.52%2026-06-302026-07-20

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION13.6K shares-9.30%2026-06-302026-07-20

UNP UNION PAC CORP7.0K shares3.39%2026-06-302026-07-20

VZ Verizon Communications Inc43.8K shares-0.16%2026-06-302026-07-20

MKC McCormick & Co Inc36.3K shares-4.41%2026-06-302026-07-20

ADM ARCHER DANIELS MIDLAND CO22.9K shares0.00%2026-06-302026-07-20

Sponsored

AMZN AMAZON COM INC7.0K shares0.97%2026-06-302026-07-20

HONEYWELL INTL INC HONEYWELL INTL INC7.4K sharesnew addition2026-06-302026-07-20

MTD METTLER TOLEDO INTERNATIONAL1.3K shares-1.54%2026-06-302026-07-20

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC7.4K sharesnew addition2026-06-302026-07-20

LIN Linde PLC3.1K shares0.00%2026-06-302026-07-20

WAT WATERS CORP4.3K shares-19.96%2026-06-302026-07-20

SYY Sysco Corp18.0K shares-2.04%2026-06-302026-07-20

IEMG ISHARES INC17.6K shares12.12%2026-06-302026-07-20

Sponsored

PH PARKER-HANNIFIN CORP1.5K shares0.00%2026-06-302026-07-20

LOW LOWES COS INC6.6K shares-0.48%2026-06-302026-07-20

VIG VANGUARD SPECIALIZED FUNDS6.0K shares9.16%2026-06-302026-07-20

T AT&T Inc68.0K shares-0.29%2026-06-302026-07-20

SDY SPDR SER TR9.2K shares-2.55%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS19.6K shares2.51%2026-06-302026-07-20

WFC WELLS FARGO & CO16.8K shares-0.74%2026-06-302026-07-20

XLE SELECT SECTOR SPDR TR26.1K shares-0.95%2026-06-302026-07-20

Sponsored

NKE Nike Inc33.0K shares-0.52%2026-06-302026-07-20

ZBRA ZEBRA TECHNOLOGIES CORPORATI5.1K shares0.00%2026-06-302026-07-20

PAYX PAYCHEX INC13.4K shares-1.49%2026-06-302026-07-20

COP ConocoPhillips12.6K shares0.00%2026-06-302026-07-20

VWO VANGUARD INTL EQUITY INDEX F20.7K shares0.00%2026-06-302026-07-20

BROADCOM INC BROADCOM INC3.2K shares-0.49%2026-06-302026-07-20

FDS FACTSET RESH SYS INC5.2K shares3.66%2026-06-302026-07-20

AMERIPRISE FINL INC AMERIPRISE FINL INC2.6K shares-4.21%2026-06-302026-07-20

Sponsored

MU MICRON TECHNOLOGY INC1.0K shares-0.68%2026-06-302026-07-20

FHI FEDERATED HERMES INC20.9K shares-1.30%2026-06-302026-07-20

UPS UNITED PARCEL SVCS INC10.3K shares-4.63%2026-06-302026-07-20

WMB WILLIAMS COS INC14.8K shares7.25%2026-06-302026-07-20

APA CORPORATION APA CORPORATION33.1K shares0.00%2026-06-302026-07-20

PFE Pfizer Inc44.1K shares7.96%2026-06-302026-07-20

ITW ILLINOIS TOOL WKS INC3.9K shares-0.59%2026-06-302026-07-20

NVT NVENT ELEC PLC6.2K shares0.00%2026-06-302026-07-20

Sponsored

DIS DISNEY WALT CO10.9K shares10.56%2026-06-302026-07-20

SCHW SCHWAB CHARLES CORP11.3K shares0.00%2026-06-302026-07-20

PNR Pentair PLC13.2K shares0.00%2026-06-302026-07-20

VXUS VANGUARD STAR FD11.3K shares0.02%2026-06-302026-07-20

EFG ISHARES TR7.7K shares0.00%2026-06-302026-07-20

BMY BRISTOL-MYERS SQUIBB CO16.5K shares5.17%2026-06-302026-07-20

OEF ISHARES TR2.6K shares-1.27%2026-06-302026-07-20

TIP ISHARES TR8.1K shares0.00%2026-06-302026-07-20

Sponsored

NTRS NORTHERN TR CORP4.8K shares0.00%2026-06-302026-07-20

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC5.5K sharesnew addition2026-06-302026-07-20

MPC MARATHON PETE CORP3.0K shares0.00%2026-06-302026-07-20

IWO ISHARES TR1.9K shares0.00%2026-06-302026-07-20

VO VANGUARD INDEX FDS9.1K shares300.22%2026-06-302026-07-20

IJK ISHARES TR6.3K shares0.00%2026-06-302026-07-20

IVW ISHARES TR5.2K shares0.00%2026-06-302026-07-20

QUAL ISHARES TR3.2K shares-4.61%2026-06-302026-07-20

Sponsored

IWB ISHARES TR1.7K shares0.00%2026-06-302026-07-20

SCHF SCHWAB STRATEGIC TR25.2K shares0.00%2026-06-302026-07-20

PSX Phillips 664.0K shares-0.62%2026-06-302026-07-20

ECG EVERUS CONSTR GROUP4.1K shares0.00%2026-06-302026-07-20

CHD Church & Dwight Co Inc7.0K shares-0.71%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION715 shares0.85%2026-06-302026-07-20

IWR ISHARES TR5.7K shares0.02%2026-06-302026-07-20

PFG PRINCIPAL FINANCIAL GROUP IN5.6K shares0.00%2026-06-302026-07-20

Sponsored

FI FISERV INC12.3K shares0.00%2026-06-302026-07-20

IWD ISHARES TR2.5K shares5.35%2026-06-302026-07-20

GE GE AEROSPACE1.6K shares0.00%2026-06-302026-07-20

ISHARES TR ISHARES TR765 shares0.00%2026-06-302026-07-20

EFV ISHARES TR7.5K shares0.00%2026-06-302026-07-20

SHW SHERWIN WILLIAMS CO1.6K shares-23.45%2026-06-302026-07-20

GHC GRAHAM HLDGS CO478 shares0.00%2026-06-302026-07-20

SBUX STARBUCKS CORP5.3K shares0.00%2026-06-302026-07-20

Sponsored

ETN EATON CORP PLC1.3K shares0.00%2026-06-302026-07-20

DIA SPDR DOW JONES INDL AVRG ETF1.0K shares0.00%2026-06-302026-07-20

CHUBB LTD SWITZ CHUBB LTD SWITZ1.5K shares0.00%2026-06-302026-07-20

GEV GE VERNOVA INC444 shares0.00%2026-06-302026-07-20

ISHARES TR ISHARES TR5.2K shares0.00%2026-06-302026-07-20

AVDV AMERICAN CENTY ETF TR4.8K shares0.00%2026-06-302026-07-20

AMCOR PLC AMCOR PLC11.4K shares-1.15%2026-06-302026-07-20

DTE DTE ENERGY CO3.0K shares0.00%2026-06-302026-07-20

Sponsored

CHRW C H ROBINSON WORLDWIDE IN2.4K shares0.00%2026-06-302026-07-20

ADOBE INC ADOBE INC2.2K sharesnew addition2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC795 shares0.00%2026-06-302026-07-20

IOO ISHARES TR3.2K shares0.00%2026-06-302026-07-20

ASML ASML HLDG NV219 shares0.00%2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC602 shares0.00%2026-06-302026-07-20

DAL DELTA AIR LINES INC4.5K shares0.00%2026-06-302026-07-20

IBKR INTERACTIVE BROKERS GROUP IN4.8K shares0.00%2026-06-302026-07-20

Sponsored

ISRG INTUITIVE SURGICAL INC1.0K shares-0.19%2026-06-302026-07-20

CLX CLOROX CO DEL4.3K shares-1.73%2026-06-302026-07-20

DVY ISHARES TR2.6K shares0.00%2026-06-302026-07-20

EW EDWARDS LIFESCIENCES CORP4.3K shares-0.05%2026-06-302026-07-20

TSN TYSON FOODS INC6.7K shares-16.01%2026-06-302026-07-20

MGK VANGUARD WORLD FD4.3K shares400.00%2026-06-302026-07-20

MDU MDU RES GROUP INC17.7K shares0.00%2026-06-302026-07-20

SCHA SCHWAB STRATEGIC TR9.1K shares0.00%2026-06-302026-07-20

Sponsored

CSX CSX CORP6.9K shares0.00%2026-06-302026-07-20

SCHG SCHWAB STRATEGIC TR9.5K shares-0.23%2026-06-302026-07-20

BA Boeing Co1.5K shares0.00%2026-06-302026-07-20

TSLA TESLA INC729 shares0.00%2026-06-302026-07-20

MASTERCARD INCORPORATED MASTERCARD INCORPORATED553 shares0.00%2026-06-302026-07-20

ACWI ISHARES TR1.7K shares0.00%2026-06-302026-07-20

SJM SMUCKER J M CO2.4K shares-14.55%2026-06-302026-07-20

CVS CVS Health Corp2.6K sharesnew addition2026-06-302026-07-20

Sponsored

PM PHILIP MORRIS INTL INC1.5K shares0.00%2026-06-302026-07-20

BND VANGUARD BD INDEX FDS3.6K shares0.00%2026-06-302026-07-20

ANET ARISTA NETWORKS INC1.6K sharesnew addition2026-06-302026-07-20

SHEL SHELL PLC3.4K shares0.00%2026-06-302026-07-20

DOMINION ENERGY INC DOMINION ENERGY INC3.8K shares0.00%2026-06-302026-07-20

IWN ISHARES TR1.1K shares0.00%2026-06-302026-07-20

MCK McKesson Corp325 shares-0.31%2026-06-302026-07-20

VT VANGUARD INTL EQUITY INDEX F1.6K shares0.06%2026-06-302026-07-20

Sponsored

FNDX SCHWAB STRATEGIC TR7.6K shares0.00%2026-06-302026-07-20

VTIP VANGUARD MALVERN FDS4.5K shares0.00%2026-06-302026-07-20

SOLV SOLVENTUM CORP2.9K sharesnew addition2026-06-302026-07-20

DTM DT MIDSTREAM INC1.5K shares0.00%2026-06-302026-07-20

LRCX LAM RESEARCH CORP505 sharesnew addition2026-06-302026-07-20

KNF KNIFE RIVER CORP2.6K shares0.00%2026-06-302026-07-20

HDV ISHARES TR7.9K shares400.00%2026-06-302026-07-20

IEF ISHARES TR2.3K shares0.00%2026-06-302026-07-20

Sponsored

IR INGERSOLL RAND INC2.5K shares0.00%2026-06-302026-07-20

HPE HEWLETT PACKARD ENTERPRISE C4.6K sharesnew addition2026-06-302026-07-20

HUBB HUBBELL INC394 sharesnew addition2026-06-302026-07-20

HRL Hormel Foods Corp8.1K sharesnew addition2026-06-302026-07-20

AAPL

Apple Inc

-5.84%

Shares185.6K

Event2026-06-30

Filed2026-07-20

MSFT

Microsoft Corp

-0.05%

Shares129.1K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

-2.68%

Shares345.9K

Event2026-06-30

Filed2026-07-20

UnitedHealth Group Inc

0.26%

Shares79.9K

Event2026-06-30

Filed2026-07-20

SPDR S&P 500 ETF TR

-1.30%

Shares38.3K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

-0.85%

Shares98.8K

Event2026-06-30

Filed2026-07-20

AMGN

Amgen Inc

-1.15%

Shares72.8K

Event2026-06-30

Filed2026-07-20

JNJ

Johnson & Johnson

-2.02%

Shares100.9K

Event2026-06-30

Filed2026-07-20

Oracle Corp

-0.38%

Shares173.9K

Event2026-06-30

Filed2026-07-20

JPMorgan Chase & Co

-0.42%

Shares75.2K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

0.82%

Shares68.7K

Event2026-06-30

Filed2026-07-20

Deere & Co

-0.57%

Shares36.6K

Event2026-06-30

Filed2026-07-20

ECL

Ecolab Inc

1.37%

Shares77.7K

Event2026-06-30

Filed2026-07-20

TGT

Target Corp

0.51%

Shares151.7K

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC

-0.48%

Shares66.1K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

-0.09%

Shares205.7K

Event2026-06-30

Filed2026-07-20

ROYAL BK CDA

-1.83%

Shares82.6K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

-1.56%

Shares14.2K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

0.95%

Shares111.2K

Event2026-06-30

Filed2026-07-20

AbbVie Inc

-2.10%

Shares62.3K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

-0.54%

Shares93.9K

Event2026-06-30

Filed2026-07-20

PEP

PepsiCo Inc

0.43%

Shares114.3K

Event2026-06-30

Filed2026-07-20

General Dynamics Corp

-0.26%

Shares43.1K

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC NEW

-1.78%

Shares100.8K

Event2026-06-30

Filed2026-07-20

VISA INC

1.37%

Shares44.1K

Event2026-06-30

Filed2026-07-20

USB

US BANCORP

-0.36%

Shares248.6K

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING IN

2.48%

Shares64.8K

Event2026-06-30

Filed2026-07-20

LHX

L3HARRIS TECHNOLOGIES INC

-0.76%

Shares49.2K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

1.88%

Shares52.4K

Event2026-06-30

Filed2026-07-20

3M Co

-0.49%

Shares87.2K

Event2026-06-30

Filed2026-07-20

INTC

Intel Corp

-7.98%

Shares92.2K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

-0.11%

Shares67.3K

Event2026-06-30

Filed2026-07-20

BLK

BLACKROCK INC

0.24%

Shares12.4K

Event2026-06-30

Filed2026-07-20

SYK

STRYKER CORPORATION

-0.51%

Shares37.3K

Event2026-06-30

Filed2026-07-20

COLGATE PALMOLIVE CO

7.77%

Shares119.3K

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP

895.16%

Shares35.0K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES TR

-0.06%

Shares33.0K

Event2026-06-30

Filed2026-07-20

TRAVELERS COMPANIES INC

-2.06%

Shares28.6K

Event2026-06-30

Filed2026-07-20

CAT

Caterpillar Inc

-1.09%

Shares8.5K

Event2026-06-30

Filed2026-07-20

BALL

BALL CORP

-3.33%

Shares140.6K

Event2026-06-30

Filed2026-07-20

Exxon Mobil Corp

8.67%

Shares63.2K

Event2026-06-30

Filed2026-07-20

HSY

HERSHEY CO

2.10%

Shares48.7K

Event2026-06-30

Filed2026-07-20

AFL

Aflac Inc

-0.98%

Shares68.3K

Event2026-06-30

Filed2026-07-20

DCI

DONALDSON INC

-0.61%

Shares84.6K

Event2026-06-30

Filed2026-07-20

MDY

SPDR S&P MIDCAP 400 ETF TR

-0.43%

Shares10.4K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

7.37%

Shares10.6K

Event2026-06-30

Filed2026-07-20

APH

AMPHENOL CORP

-0.23%

Shares38.4K

Event2026-06-30

Filed2026-07-20

XEL

Xcel Energy Inc

0.07%

Shares82.4K

Event2026-06-30

Filed2026-07-20

AMT

AMERICAN TOWER CORP

5.67%

Shares39.8K

Event2026-06-30

Filed2026-07-20

ACCENTURE PLC IRELAND

12.49%

Shares51.8K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

-1.07%

Shares56.7K

Event2026-06-30

Filed2026-07-20

BDX

BECTON DICKINSON & CO

1.57%

Shares42.1K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

2.41%

Shares82.1K

Event2026-06-30

Filed2026-07-20

TSCO

Tractor Supply Co

1.50%

Shares192.9K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

1.46%

Shares41.1K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

0.43%

Shares15.2K

Event2026-06-30

Filed2026-07-20

Morgan Stanley

-3.45%

Shares25.2K

Event2026-06-30

Filed2026-07-20

ISHARES TR

3.90%

Shares54.0K

Event2026-06-30

Filed2026-07-20

FAST

Fastenal Co

-1.29%

Shares107.4K

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELEC CO

1.43%

Shares32.7K

Event2026-06-30

Filed2026-07-20

MRK

Merck & Co Inc

0.56%

Shares35.4K

Event2026-06-30

Filed2026-07-20

ROST

Ross Stores Inc

0.00%

Shares19.4K

Event2026-06-30

Filed2026-07-20

GGG

Graco Inc

0.55%

Shares54.7K

Event2026-06-30

Filed2026-07-20

Medtronic PLC

4.18%

Shares52.7K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-20

Southern Co

0.44%

Shares42.1K

Event2026-06-30

Filed2026-07-20

NextEra Energy Inc

9.78%

Shares45.8K

Event2026-06-30

Filed2026-07-20

TECH

BIO-TECHNE CORP

-0.43%

Shares55.3K

Event2026-06-30

Filed2026-07-20

DHR

DANAHER CORP DEL

-0.56%

Shares20.4K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES TR

0.00%

Shares36.9K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

-0.14%

Shares10.3K

Event2026-06-30

Filed2026-07-20

FDX

FedEx Corp

-0.05%

Shares11.0K

Event2026-06-30

Filed2026-07-20

COCA COLA CO

-0.45%

Shares40.7K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

3.11%

Shares15.6K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

294.22%

Shares20.7K

Event2026-06-30

Filed2026-07-20

NVS

Novartis Ag

-4.69%

Shares15.6K

Event2026-06-30

Filed2026-07-20

KMB

Kimberly-Clark Corp

-1.14%

Shares22.0K

Event2026-06-30

Filed2026-07-20

CenterPoint Energy Inc

0.00%

Shares50.3K

Event2026-06-30

Filed2026-07-20

GPC

Genuine Parts Co

-0.11%

Shares18.6K

Event2026-06-30

Filed2026-07-20

AXP

American Express Co

-1.40%

Shares6.4K

Event2026-06-30

Filed2026-07-20

GIS

GENERAL MILLS INC

-4.01%

Shares59.6K

Event2026-06-30

Filed2026-07-20

GLOBE LIFE INC

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-20

BRK.B

Berkshire Hathaway Inc Del

1.52%

Shares4.0K

Event2026-06-30

Filed2026-07-20

JOHNSON CONTROLS INTERNATION

-9.30%

Shares13.6K

Event2026-06-30

Filed2026-07-20

UNP

UNION PAC CORP

3.39%

Shares7.0K

Event2026-06-30

Filed2026-07-20

Verizon Communications Inc

-0.16%

Shares43.8K

Event2026-06-30

Filed2026-07-20

MKC

McCormick & Co Inc

-4.41%

Shares36.3K

Event2026-06-30

Filed2026-07-20

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares22.9K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

0.97%

Shares7.0K

Event2026-06-30

Filed2026-07-20

HONEYWELL INTL INC

New

Shares7.4K

Event2026-06-30

Filed2026-07-20

MTD

METTLER TOLEDO INTERNATIONAL

-1.54%

Shares1.3K

Event2026-06-30

Filed2026-07-20

HONEYWELL AEROSPACE INC

New

Shares7.4K

Event2026-06-30

Filed2026-07-20

LIN

Linde PLC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-20

WAT

WATERS CORP

-19.96%

Shares4.3K

Event2026-06-30

Filed2026-07-20

SYY

Sysco Corp

-2.04%

Shares18.0K

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

12.12%

Shares17.6K

Event2026-06-30

Filed2026-07-20

PARKER-HANNIFIN CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

-0.48%

Shares6.6K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD SPECIALIZED FUNDS

9.16%

Shares6.0K

Event2026-06-30

Filed2026-07-20

AT&T Inc

-0.29%

Shares68.0K

Event2026-06-30

Filed2026-07-20

SDY

SPDR SER TR

-2.55%

Shares9.2K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

2.51%

Shares19.6K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

-0.74%

Shares16.8K

Event2026-06-30

Filed2026-07-20

XLE

SELECT SECTOR SPDR TR

-0.95%

Shares26.1K

Event2026-06-30

Filed2026-07-20

NKE

Nike Inc

-0.52%

Shares33.0K

Event2026-06-30

Filed2026-07-20

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-20

PAYX

PAYCHEX INC

-1.49%

Shares13.4K

Event2026-06-30

Filed2026-07-20

COP

ConocoPhillips

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares20.7K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

-0.49%

Shares3.2K

Event2026-06-30

Filed2026-07-20

FDS

FACTSET RESH SYS INC

3.66%

Shares5.2K

Event2026-06-30

Filed2026-07-20

AMERIPRISE FINL INC

-4.21%

Shares2.6K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

-0.68%

Shares1.0K

Event2026-06-30

Filed2026-07-20

FHI

FEDERATED HERMES INC

-1.30%

Shares20.9K

Event2026-06-30

Filed2026-07-20

UPS

UNITED PARCEL SVCS INC

-4.63%

Shares10.3K

Event2026-06-30

Filed2026-07-20

WMB

WILLIAMS COS INC

7.25%

Shares14.8K

Event2026-06-30

Filed2026-07-20

APA CORPORATION

0.00%

Shares33.1K

Event2026-06-30

Filed2026-07-20

PFE

Pfizer Inc

7.96%

Shares44.1K

Event2026-06-30

Filed2026-07-20

ITW

ILLINOIS TOOL WKS INC

-0.59%

Shares3.9K

Event2026-06-30

Filed2026-07-20

NVT

NVENT ELEC PLC

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

10.56%

Shares10.9K

Event2026-06-30

Filed2026-07-20

SCHW

SCHWAB CHARLES CORP

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-20

PNR

Pentair PLC

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-20

VXUS

VANGUARD STAR FD

0.02%

Shares11.3K

Event2026-06-30

Filed2026-07-20

EFG

ISHARES TR

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-20

BMY

BRISTOL-MYERS SQUIBB CO

5.17%

Shares16.5K

Event2026-06-30

Filed2026-07-20

OEF

ISHARES TR

-1.27%

Shares2.6K

Event2026-06-30

Filed2026-07-20

TIP

ISHARES TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-20

NTRS

NORTHERN TR CORP

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-20

FEDEX FGHT HLDG CO INC

New

Shares5.5K

Event2026-06-30

Filed2026-07-20

MPC

MARATHON PETE CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-20

IWO

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

300.22%

Shares9.1K

Event2026-06-30

Filed2026-07-20

IJK

ISHARES TR

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-20

IVW

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-20

QUAL

ISHARES TR

-4.61%

Shares3.2K

Event2026-06-30

Filed2026-07-20

IWB

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares25.2K

Event2026-06-30

Filed2026-07-20

PSX

Phillips 66

-0.62%

Shares4.0K

Event2026-06-30

Filed2026-07-20

ECG

EVERUS CONSTR GROUP

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-20

CHD

Church & Dwight Co Inc

-0.71%

Shares7.0K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

0.85%

Shares715

Event2026-06-30

Filed2026-07-20

IWR

ISHARES TR

0.02%

Shares5.7K

Event2026-06-30

Filed2026-07-20

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-20

FISERV INC

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES TR

5.35%

Shares2.5K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-20

ISHARES TR

0.00%

Shares765

Event2026-06-30

Filed2026-07-20

EFV

ISHARES TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-20

SHW

SHERWIN WILLIAMS CO

-23.45%

Shares1.6K

Event2026-06-30

Filed2026-07-20

GHC

GRAHAM HLDGS CO

0.00%

Shares478

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

DIA

SPDR DOW JONES INDL AVRG ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

CHUBB LTD SWITZ

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

0.00%

Shares444

Event2026-06-30

Filed2026-07-20

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-20

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-20

AMCOR PLC

-1.15%

Shares11.4K

Event2026-06-30

Filed2026-07-20

DTE

DTE ENERGY CO

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-20

CHRW

C H ROBINSON WORLDWIDE IN

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

ADOBE INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

0.00%

Shares795

Event2026-06-30

Filed2026-07-20

IOO

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV

0.00%

Shares219

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

0.00%

Shares602

Event2026-06-30

Filed2026-07-20

DAL

DELTA AIR LINES INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-20

IBKR

INTERACTIVE BROKERS GROUP IN

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-20

ISRG

INTUITIVE SURGICAL INC

-0.19%

Shares1.0K

Event2026-06-30

Filed2026-07-20

CLX

CLOROX CO DEL

-1.73%

Shares4.3K

Event2026-06-30

Filed2026-07-20

DVY

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-20

EDWARDS LIFESCIENCES CORP

-0.05%

Shares4.3K

Event2026-06-30

Filed2026-07-20

TSN

TYSON FOODS INC

-16.01%

Shares6.7K

Event2026-06-30

Filed2026-07-20

MGK

VANGUARD WORLD FD

400.00%

Shares4.3K

Event2026-06-30

Filed2026-07-20

MDU

MDU RES GROUP INC

0.00%

Shares17.7K

Event2026-06-30

Filed2026-07-20

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-20

CSX

CSX CORP

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

-0.23%

Shares9.5K

Event2026-06-30

Filed2026-07-20

Boeing Co

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

0.00%

Shares729

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

0.00%

Shares553

Event2026-06-30

Filed2026-07-20

ACWI

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

SJM

SMUCKER J M CO

-14.55%

Shares2.4K

Event2026-06-30

Filed2026-07-20

CVS

CVS Health Corp

New

Shares2.6K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

BND

VANGUARD BD INDEX FDS

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-20

ANET

ARISTA NETWORKS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-20

SHEL

SHELL PLC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-20

DOMINION ENERGY INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-20

IWN

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

MCK

McKesson Corp

-0.31%

Shares325

Event2026-06-30

Filed2026-07-20

VANGUARD INTL EQUITY INDEX F

0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-20

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-20

VTIP

VANGUARD MALVERN FDS

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-20

SOLV

SOLVENTUM CORP

New

Shares2.9K

Event2026-06-30

Filed2026-07-20

DTM

DT MIDSTREAM INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

LRCX

LAM RESEARCH CORP

New

Shares505

Event2026-06-30

Filed2026-07-20

KNF

KNIFE RIVER CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-20

HDV

ISHARES TR

400.00%

Shares7.9K

Event2026-06-30

Filed2026-07-20

IEF

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-20

INGERSOLL RAND INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-20

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares4.6K

Event2026-06-30

Filed2026-07-20

HUBB

HUBBELL INC

New

Shares394

Event2026-06-30

Filed2026-07-20

HRL

Hormel Foods Corp

New

Shares8.1K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available