Sponsored

The Analysis of LAFFER TENGLER INVESTMENTS, INC.'s Holdings & P&L

Currently, LAFFER TENGLER INVESTMENTS, INC. holds 179 types of securities in its portfolio with a total value $781.6M. In the most recent quarter, they have increased their positions in GEV (+6.9K shares, valued at $8.2M), NVDA (+27.0K shares, valued at $5.4M), N/A (+82.9K shares, valued at $4.2M); decreased their positions in LRCX (-27.5K shares, valued at $11.9M), STLD (-9.4K shares, valued at $2.2M), N/A (-2.0K shares, valued at $1.4M); initiated new positions in N/A (+82.9K shares, valued at $4.2M), MU (+3.5K shares, valued at $4.1M), N/A (+86.2K shares, valued at $3.5M).

1M P&L

-6.3M-1.37%

3M P&L

-4.5M-0.99%

HY P&L

+58.2M+14.76%

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/A65.6M

11.9%

2Software - Infrastructure40.8M

7.4%

3Semiconductor Equipment & Materials39.0M

7.1%

Top Industries by Stock Count

1N/A42 stocks

31.6%

2Semiconductors8 stocks

6.0%

3Aerospace & Defense5 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LRCX LAM RESEARCH CORP86.9K shares-24.02%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC29.6K shares1.19%2026-06-302026-07-21

BROADCOM INC BROADCOM INC76.9K shares-0.84%2026-06-302026-07-21

GOOGL ALPHABET INC70.2K shares-4.70%2026-06-302026-07-21

AXP AMERICAN EXPRESS CO72.9K shares14.09%2026-06-302026-07-21

MSFT MICROSOFT CORP60.9K shares1.59%2026-06-302026-07-21

AAPL APPLE INC74.9K shares0.20%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO65.9K shares1.84%2026-06-302026-07-21

Sponsored

WMT WALMART INC167.5K shares2.07%2026-06-302026-07-21

ABBVIE INC ABBVIE INC71.4K shares1.24%2026-06-302026-07-21

PANW PALO ALTO NETWORKS INC50.6K shares-0.95%2026-06-302026-07-21

NVDA NVIDIA CORPORATION79.5K shares51.34%2026-06-302026-07-21

QUANTA SVCS INC QUANTA SVCS INC22.0K shares-8.16%2026-06-302026-07-21

HD HOME DEPOT INC44.5K shares19.87%2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC126.7K shares2.75%2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION76.7K shares2.30%2026-06-302026-07-21

Sponsored

GEV GE VERNOVA INC11.0K shares170.95%2026-06-302026-07-21

AMZN AMAZON COM INC53.3K shares-0.50%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON49.7K shares1.86%2026-06-302026-07-21

TJX TJX COS INC NEW79.1K shares26.06%2026-06-302026-07-21

CARR CARRIER GLOBAL CORPORATION151.2K shares2.55%2026-06-302026-07-21

SBUX STARBUCKS CORP107.0K shares13.80%2026-06-302026-07-21

ORACLE CORP ORACLE CORP67.8K shares2.29%2026-06-302026-07-21

LHX L3HARRIS TECHNOLOGIES INC34.2K shares0.49%2026-06-302026-07-21

Sponsored

STLD STEEL DYNAMICS INC43.0K shares-17.92%2026-06-302026-07-21

EMR EMERSON ELEC CO68.7K shares2.33%2026-06-302026-07-21

CVX CHEVRON CORPORATION54.7K shares2.43%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS31.4K shares30.24%2026-06-302026-07-21

MCD MCDONALDS CORP31.9K shares19.12%2026-06-302026-07-21

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC11.3K shares-0.64%2026-06-302026-07-21

DHI D R HORTON INC49.4K shares3.60%2026-06-302026-07-21

WMB WILLIAMS COS INC107.9K shares2.91%2026-06-302026-07-21

Sponsored

BAM BROOKFIELD ASSET MANAGMT LTD170.3K shares4.77%2026-06-302026-07-21

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A16.4K shares0.36%2026-06-302026-07-21

HPE-PC HEWLETT PACKARD ENTERPRISE C62.3K shares-2.07%2026-06-302026-07-21

PLD PROLOGIS INC.52.2K shares2.76%2026-06-302026-07-21

TSLA TESLA INC16.7K shares1.35%2026-06-302026-07-21

UBER UBER TECHNOLOGIES INC96.4K shares0.85%2026-06-302026-07-21

NEXTERA ENERGY INC NEXTERA ENERGY INC75.3K shares2.39%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC11.2K shares0.31%2026-06-302026-07-21

Sponsored

DE DEERE & CO10.1K shares3.02%2026-06-302026-07-21

SERVICENOW INC SERVICENOW INC62.9K shares0.26%2026-06-302026-07-21

BAC-PL BANK OF AMER CORP4.3K shares1.92%2026-06-302026-07-21

WFC-PL WELLS FARGO & CO4.5K shares0.50%2026-06-302026-07-21

ETN EATON CORP PLC11.1K shares-4.79%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.8K shares-10.91%2026-06-302026-07-21

ALPHABET INC ALPHABET INC82.9K sharesnew addition2026-06-302026-07-21

MU MICRON TECHNOLOGY INC3.5K sharesnew addition2026-06-302026-07-21

Sponsored

MCHPP MICROCHIP TECHNOLOGY INC.50.8K shares-1.81%2026-06-302026-07-21

VISA INC VISA INC10.7K shares-1.72%2026-06-302026-07-21

UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC3.0K shares69.48%2026-06-302026-07-21

AEIS ADVANCED ENERGY INDS1.3K shares-1.93%2026-06-302026-07-21

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC30.5K shares3.69%2026-06-302026-07-21

CAPITAL SOUTHWEST CORP CAPITAL SOUTHWEST CORP3.4K shares-1.72%2026-06-302026-07-21

ON ON SEMICONDUCTOR CORP2.9K shares-2.06%2026-06-302026-07-21

WEDBUSH SER TR WEDBUSH SER TR86.2K sharesnew addition2026-06-302026-07-21

Sponsored

SO SOUTHERN CO3.1K shares7.04%2026-06-302026-07-21

IVW ISHARES TR24.8K shares0.00%2026-06-302026-07-21

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP19.9K sharesnew addition2026-06-302026-07-21

BA-PA BOEING CO50.1K shares-1.79%2026-06-302026-07-21

PINNACLE WEST CAP CORP PINNACLE WEST CAP CORP2.8K shares-1.63%2026-06-302026-07-21

MKSI MKS INC.1.1K shares-1.66%2026-06-302026-07-21

PPL CAP FDG INC PPL CAP FDG INC2.9K shares2.07%2026-06-302026-07-21

CNP CENTERPOINT ENERGY INC2.6K shares-1.99%2026-06-302026-07-21

Sponsored

SYK STRYKER CORPORATION10.1K shares0.12%2026-06-302026-07-21

APO-PA APOLLO GLOBAL MGMT INC51.5K shares-1.85%2026-06-302026-07-21

CMS ENERGY CORP CMS ENERGY CORP2.7K shares8.40%2026-06-302026-07-21

ALLIANT ENERGY CORP ALLIANT ENERGY CORP2.8K sharesnew addition2026-06-302026-07-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.4K shares-1.58%2026-06-302026-07-21

ORCL-D ORACLE CORP66.3K shares32.75%2026-06-302026-07-21

BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN2.8K shares-1.75%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.8K shares-0.05%2026-06-302026-07-21

Sponsored

EQT EQT CORP50.2K shares0.26%2026-06-302026-07-21

GLOBAL PMTS INC GLOBAL PMTS INC2.9K shares-1.78%2026-06-302026-07-21

TETRA TECH INC NEW TETRA TECH INC NEW2.4K shares-1.54%2026-06-302026-07-21

ARES-PB ARES MANAGEMENT CORPORATION68.5K shares-1.59%2026-06-302026-07-21

ITRON INC ITRON INC2.4K shares-1.74%2026-06-302026-07-21

GLADSTONE CAP CORP GLADSTONE CAP CORP2.5K sharesnew addition2026-06-302026-07-21

SHW SHERWIN WILLIAMS CO7.0K shares0.40%2026-06-302026-07-21

KKR-PD KKR & CO INC59.8K shares-1.54%2026-06-302026-07-21

Sponsored

ULTA BEAUTY INC ULTA BEAUTY INC5.3K shares0.98%2026-06-302026-07-21

STWD STARWOOD PPTY TR INC2.2K shares-1.63%2026-06-302026-07-21

MTH MERITAGE HOMES CORP2.1K shares6.92%2026-06-302026-07-21

LNTH LANTHEUS HLDGS INC1.5K shares-1.98%2026-06-302026-07-21

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC1.9K shares-1.88%2026-06-302026-07-21

GLD SPDR GOLD TR5.6K shares0.00%2026-06-302026-07-21

IVE ISHARES TR9.0K shares0.00%2026-06-302026-07-21

ALB-PA ALBEMARLE CORP34.2K shares-3.00%2026-06-302026-07-21

Sponsored

BOFA FIN LLC BOFA FIN LLC1.5K shares0.00%2026-06-302026-07-21

SHYG ISHARES TR44.2K shares-6.75%2026-06-302026-07-21

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC1.8K sharesnew addition2026-06-302026-07-21

GOOG ALPHABET INC4.6K shares-7.73%2026-06-302026-07-21

JAAA JANUS DETROIT STR TR30.6K shares-5.86%2026-06-302026-07-21

PFFA ETFIS SER TR I73.6K shares-1.99%2026-06-302026-07-21

HAE HAEMONETICS CORP MASS1.5K shares5.40%2026-06-302026-07-21

TER TERADYNE INC2.8K shares-9.71%2026-06-302026-07-21

Sponsored

BYLD ISHARES TR59.8K shares-7.64%2026-06-302026-07-21

SCHF SCHWAB STRATEGIC TR47.8K shares0.00%2026-06-302026-07-21

CLOA BLACKROCK ETF TRUST II25.1K shares-7.84%2026-06-302026-07-21

SCCO SOUTHERN COPPER CORP7.3K shares3.89%2026-06-302026-07-21

QQQ INVESCO QQQ TR1.7K shares0.00%2026-06-302026-07-21

IEMG ISHARES INC15.1K shares0.00%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL2.4K shares-1.27%2026-06-302026-07-21

SYNAPTICS INC SYNAPTICS INC799 shares62.40%2026-06-302026-07-21

Sponsored

COHR COHERENT CORP3.0K shares-9.59%2026-06-302026-07-21

RKLB ROCKET LAB CORP10.6K shares17.08%2026-06-302026-07-21

EWJ ISHARES INC10.8K shares0.00%2026-06-302026-07-21

INFL LISTED FDS TR20.0K shares0.00%2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC1.4K shares0.00%2026-06-302026-07-21

PLANET LABS PBC PLANET LABS PBC28.3K shares3.11%2026-06-302026-07-21

LIN LINDE PLC1.7K shares3.57%2026-06-302026-07-21

BINC BLACKROCK ETF TRUST II17.2K shares-7.66%2026-06-302026-07-21

Sponsored

VEA VANGUARD TAX-MANAGED FDS12.6K shares3.45%2026-06-302026-07-21

ISHARES TR ISHARES TR1.2K shares0.00%2026-06-302026-07-21

CCJ CAMECO CORP7.9K shares9.35%2026-06-302026-07-21

EZU ISHARES INC11.2K shares0.00%2026-06-302026-07-21

IWB ISHARES TR1.9K shares0.00%2026-06-302026-07-21

VRIG INVESCO ACTIVELY MANAGED EXC29.5K shares-50.86%2026-06-302026-07-21

PAAS PAN AMERN SILVER CORP16.0K shares8.61%2026-06-302026-07-21

COINBASE GLOBAL INC COINBASE GLOBAL INC767 shares-5.54%2026-06-302026-07-21

Sponsored

ISRG INTUITIVE SURGICAL INC1.6K shares-0.90%2026-06-302026-07-21

USHY ISHARES TR16.8K shares-7.73%2026-06-302026-07-21

PARSONS CORP DEL PARSONS CORP DEL608 shares-5.15%2026-06-302026-07-21

CEG CONSTELLATION ENERGY CORP2.4K shares66.55%2026-06-302026-07-21

PAVE GLOBAL X FDS10.0K shares0.00%2026-06-302026-07-21

DIA STATE STR SPDR DOW JONES IND1.1K shares0.00%2026-06-302026-07-21

EFA ISHARES TR5.5K shares-10.81%2026-06-302026-07-21

VUG VANGUARD INDEX FDS6.5K shares500.00%2026-06-302026-07-21

Sponsored

AMGN AMGEN INC1.5K shares5.92%2026-06-302026-07-21

IRDM IRIDIUM COMMUNICATIONS INC10.0K shares-40.99%2026-06-302026-07-21

MRVL MARVELL TECHNOLOGY INC1.8K sharesnew addition2026-06-302026-07-21

GD GENERAL DYNAMICS CORP1.5K shares0.00%2026-06-302026-07-21

EWU ISHARES TR11.6K shares0.00%2026-06-302026-07-21

BWXT BWX TECHNOLOGIES INC2.7K shares5.65%2026-06-302026-07-21

CGNX COGNEX CORP7.1K sharesnew addition2026-06-302026-07-21

BAC BANK OF AMER CORP8.8K shares-2.85%2026-06-302026-07-21

Sponsored

LLY ELI LILLY & CO411 shares0.00%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP3.6K shares0.00%2026-06-302026-07-21

MELI MERCADOLIBRE INC285 shares0.00%2026-06-302026-07-21

PLTM GRANITESHARES PLATINUM TR30.7K shares9.27%2026-06-302026-07-21

CLOI VANECK ETF TRUST8.5K shares-7.76%2026-06-302026-07-21

VNOM VIPER ENERGY INC10.2K shares0.06%2026-06-302026-07-21

MS MORGAN STANLEY2.1K shares45.66%2026-06-302026-07-21

INTC INTEL CORP3.0K sharesnew addition2026-06-302026-07-21

Sponsored

NRG NRG ENERGY INC2.9K shares0.00%2026-06-302026-07-21

VRNS VARONIS SYS INC423 shares-6.00%2026-06-302026-07-21

HLT HILTON WORLDWIDE HLDGS INC1.3K shares-11.10%2026-06-302026-07-21

TLN TALEN ENERGY CORP1.1K shares27.83%2026-06-302026-07-21

SYM SYMBOTIC INC8.8K shares9.26%2026-06-302026-07-21

VST VISTRA CORP2.5K shares19.43%2026-06-302026-07-21

NTNX NUTANIX INC391 shares-5.10%2026-06-302026-07-21

VFH VANGUARD WORLD FD2.9K shares0.00%2026-06-302026-07-21

Sponsored

VWO VANGUARD INTL EQUITY INDEX F6.4K shares0.00%2026-06-302026-07-21

WPM WHEATON PRECIOUS METALS CORP3.4K shares9.29%2026-06-302026-07-21

PM PHILIP MORRIS INTL INC2.0K shares0.15%2026-06-302026-07-21

VOX VANGUARD WORLD FD1.9K shares0.00%2026-06-302026-07-21

TXN TEXAS INSTRS INC1.1K shares-27.90%2026-06-302026-07-21

PGR PROGRESSIVE CORP1.5K shares0.00%2026-06-302026-07-21

WHIRLPOOL CORP WHIRLPOOL CORP9.3K sharesnew addition2026-06-302026-07-21

KO COCA COLA CO3.4K shares0.00%2026-06-302026-07-21

Sponsored

FANG DIAMONDBACK ENERGY INC1.6K shares0.19%2026-06-302026-07-21

PG PROCTER & GAMBLE CO1.8K shares0.00%2026-06-302026-07-21

SERV SERVE ROBOTICS INC40.4K shares42.81%2026-06-302026-07-21

FEZ SPDR INDEX SHS FDS3.8K shares0.00%2026-06-302026-07-21

HONEYWELL INTL INC HONEYWELL INTL INC1.2K sharesnew addition2026-06-302026-07-21

SPG SIMON PPTY GROUP INC NEW1.1K shares0.26%2026-06-302026-07-21

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.2K sharesnew addition2026-06-302026-07-21

DRI DARDEN RESTAURANTS INC1.2K shares0.08%2026-06-302026-07-21

Sponsored

SOUTHERN CO SOUTHERN CO2.6K shares0.00%2026-06-302026-07-21

LEU CENTRUS ENERGY CORP1.5K shares9.15%2026-06-302026-07-21

IWD ISHARES TR979 shares0.00%2026-06-302026-07-21

BK BANK OF NY MELLON CORP1.6K sharesnew addition2026-06-302026-07-21

NGG NATIONAL GRID PLC2.8K shares0.00%2026-06-302026-07-21

QBTS D-WAVE QUANTUM INC9.6K sharesnew addition2026-06-302026-07-21

IWM ISHARES TR758 sharesnew addition2026-06-302026-07-21

IAU ISHARES GOLD TR3.0K shares0.00%2026-06-302026-07-21

Sponsored

PSA PUBLIC STORAGE678 sharesnew addition2026-06-302026-07-21

LMT LOCKHEED MARTIN CORP409 shares-59.70%2026-06-302026-07-21

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC490 sharesnew addition2026-06-302026-07-21

LRCX

LAM RESEARCH CORP

-24.02%

Shares86.9K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

1.19%

Shares29.6K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

-0.84%

Shares76.9K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-4.70%

Shares70.2K

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS CO

14.09%

Shares72.9K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

1.59%

Shares60.9K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

0.20%

Shares74.9K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

1.84%

Shares65.9K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

2.07%

Shares167.5K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

1.24%

Shares71.4K

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO NETWORKS INC

-0.95%

Shares50.6K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

51.34%

Shares79.5K

Event2026-06-30

Filed2026-07-21

QUANTA SVCS INC

-8.16%

Shares22.0K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

19.87%

Shares44.5K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

2.75%

Shares126.7K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

2.30%

Shares76.7K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

170.95%

Shares11.0K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-0.50%

Shares53.3K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

1.86%

Shares49.7K

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW

26.06%

Shares79.1K

Event2026-06-30

Filed2026-07-21

CARR

CARRIER GLOBAL CORPORATION

2.55%

Shares151.2K

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP

13.80%

Shares107.0K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

2.29%

Shares67.8K

Event2026-06-30

Filed2026-07-21

LHX

L3HARRIS TECHNOLOGIES INC

0.49%

Shares34.2K

Event2026-06-30

Filed2026-07-21

STLD

STEEL DYNAMICS INC

-17.92%

Shares43.0K

Event2026-06-30

Filed2026-07-21

EMR

EMERSON ELEC CO

2.33%

Shares68.7K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

2.43%

Shares54.7K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

30.24%

Shares31.4K

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

19.12%

Shares31.9K

Event2026-06-30

Filed2026-07-21

CROWDSTRIKE HLDGS INC

-0.64%

Shares11.3K

Event2026-06-30

Filed2026-07-21

DHI

D R HORTON INC

3.60%

Shares49.4K

Event2026-06-30

Filed2026-07-21

WMB

WILLIAMS COS INC

2.91%

Shares107.9K

Event2026-06-30

Filed2026-07-21

BAM

BROOKFIELD ASSET MANAGMT LTD

4.77%

Shares170.3K

Event2026-06-30

Filed2026-07-21

SPOTIFY TECHNOLOGY S A

0.36%

Shares16.4K

Event2026-06-30

Filed2026-07-21

HPE-PC

HEWLETT PACKARD ENTERPRISE C

-2.07%

Shares62.3K

Event2026-06-30

Filed2026-07-21

PLD

PROLOGIS INC.

2.76%

Shares52.2K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

1.35%

Shares16.7K

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES INC

0.85%

Shares96.4K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

2.39%

Shares75.3K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

0.31%

Shares11.2K

Event2026-06-30

Filed2026-07-21

DEERE & CO

3.02%

Shares10.1K

Event2026-06-30

Filed2026-07-21

SERVICENOW INC

0.26%

Shares62.9K

Event2026-06-30

Filed2026-07-21

BAC-PL

BANK OF AMER CORP

1.92%

Shares4.3K

Event2026-06-30

Filed2026-07-21

WFC-PL

WELLS FARGO & CO

0.50%

Shares4.5K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC

-4.79%

Shares11.1K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

-10.91%

Shares4.8K

Event2026-06-30

Filed2026-07-21

ALPHABET INC

New

Shares82.9K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-21

MCHPP

MICROCHIP TECHNOLOGY INC.

-1.81%

Shares50.8K

Event2026-06-30

Filed2026-07-21

VISA INC

-1.72%

Shares10.7K

Event2026-06-30

Filed2026-07-21

UBER TECHNOLOGIES INC

69.48%

Shares3.0K

Event2026-06-30

Filed2026-07-21

AEIS

ADVANCED ENERGY INDS

-1.93%

Shares1.3K

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC

3.69%

Shares30.5K

Event2026-06-30

Filed2026-07-21

CAPITAL SOUTHWEST CORP

-1.72%

Shares3.4K

Event2026-06-30

Filed2026-07-21

ON SEMICONDUCTOR CORP

-2.06%

Shares2.9K

Event2026-06-30

Filed2026-07-21

WEDBUSH SER TR

New

Shares86.2K

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

7.04%

Shares3.1K

Event2026-06-30

Filed2026-07-21

IVW

ISHARES TR

0.00%

Shares24.8K

Event2026-06-30

Filed2026-07-21

SPACE EXPLORATION TECHN CORP

New

Shares19.9K

Event2026-06-30

Filed2026-07-21

BA-PA

BOEING CO

-1.79%

Shares50.1K

Event2026-06-30

Filed2026-07-21

PINNACLE WEST CAP CORP

-1.63%

Shares2.8K

Event2026-06-30

Filed2026-07-21

MKSI

MKS INC.

-1.66%

Shares1.1K

Event2026-06-30

Filed2026-07-21

PPL CAP FDG INC

2.07%

Shares2.9K

Event2026-06-30

Filed2026-07-21

CNP

CENTERPOINT ENERGY INC

-1.99%

Shares2.6K

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORPORATION

0.12%

Shares10.1K

Event2026-06-30

Filed2026-07-21

APO-PA

APOLLO GLOBAL MGMT INC

-1.85%

Shares51.5K

Event2026-06-30

Filed2026-07-21

CMS ENERGY CORP

8.40%

Shares2.7K

Event2026-06-30

Filed2026-07-21

ALLIANT ENERGY CORP

New

Shares2.8K

Event2026-06-30

Filed2026-07-21

WEC ENERGY GROUP INC

-1.58%

Shares2.4K

Event2026-06-30

Filed2026-07-21

ORCL-D

ORACLE CORP

32.75%

Shares66.3K

Event2026-06-30

Filed2026-07-21

BLACKSTONE MORTGAGE TRUST IN

-1.75%

Shares2.8K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

-0.05%

Shares3.8K

Event2026-06-30

Filed2026-07-21

EQT

EQT CORP

0.26%

Shares50.2K

Event2026-06-30

Filed2026-07-21

GLOBAL PMTS INC

-1.78%

Shares2.9K

Event2026-06-30

Filed2026-07-21

TETRA TECH INC NEW

-1.54%

Shares2.4K

Event2026-06-30

Filed2026-07-21

ARES-PB

ARES MANAGEMENT CORPORATION

-1.59%

Shares68.5K

Event2026-06-30

Filed2026-07-21

ITRON INC

-1.74%

Shares2.4K

Event2026-06-30

Filed2026-07-21

GLADSTONE CAP CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-21

SHW

SHERWIN WILLIAMS CO

0.40%

Shares7.0K

Event2026-06-30

Filed2026-07-21

KKR-PD

KKR & CO INC

-1.54%

Shares59.8K

Event2026-06-30

Filed2026-07-21

ULTA BEAUTY INC

0.98%

Shares5.3K

Event2026-06-30

Filed2026-07-21

STWD

STARWOOD PPTY TR INC

-1.63%

Shares2.2K

Event2026-06-30

Filed2026-07-21

MTH

MERITAGE HOMES CORP

6.92%

Shares2.1K

Event2026-06-30

Filed2026-07-21

LNTH

LANTHEUS HLDGS INC

-1.98%

Shares1.5K

Event2026-06-30

Filed2026-07-21

HALOZYME THERAPEUTICS INC

-1.88%

Shares1.9K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-21

IVE

ISHARES TR

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-21

ALB-PA

ALBEMARLE CORP

-3.00%

Shares34.2K

Event2026-06-30

Filed2026-07-21

BOFA FIN LLC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

SHYG

ISHARES TR

-6.75%

Shares44.2K

Event2026-06-30

Filed2026-07-21

GUIDEWIRE SOFTWARE INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

-7.73%

Shares4.6K

Event2026-06-30

Filed2026-07-21

JAAA

JANUS DETROIT STR TR

-5.86%

Shares30.6K

Event2026-06-30

Filed2026-07-21

PFFA

ETFIS SER TR I

-1.99%

Shares73.6K

Event2026-06-30

Filed2026-07-21

HAE

HAEMONETICS CORP MASS

5.40%

Shares1.5K

Event2026-06-30

Filed2026-07-21

TER

TERADYNE INC

-9.71%

Shares2.8K

Event2026-06-30

Filed2026-07-21

BYLD

ISHARES TR

-7.64%

Shares59.8K

Event2026-06-30

Filed2026-07-21

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares47.8K

Event2026-06-30

Filed2026-07-21

CLOA

BLACKROCK ETF TRUST II

-7.84%

Shares25.1K

Event2026-06-30

Filed2026-07-21

SCCO

SOUTHERN COPPER CORP

3.89%

Shares7.3K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES INC

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.27%

Shares2.4K

Event2026-06-30

Filed2026-07-21

SYNAPTICS INC

62.40%

Shares799

Event2026-06-30

Filed2026-07-21

COHR

COHERENT CORP

-9.59%

Shares3.0K

Event2026-06-30

Filed2026-07-21

RKLB

ROCKET LAB CORP

17.08%

Shares10.6K

Event2026-06-30

Filed2026-07-21

EWJ

ISHARES INC

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-21

INFL

LISTED FDS TR

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

PLANET LABS PBC

3.11%

Shares28.3K

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC

3.57%

Shares1.7K

Event2026-06-30

Filed2026-07-21

BINC

BLACKROCK ETF TRUST II

-7.66%

Shares17.2K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

3.45%

Shares12.6K

Event2026-06-30

Filed2026-07-21

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

CCJ

CAMECO CORP

9.35%

Shares7.9K

Event2026-06-30

Filed2026-07-21

EZU

ISHARES INC

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-21

IWB

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

VRIG

INVESCO ACTIVELY MANAGED EXC

-50.86%

Shares29.5K

Event2026-06-30

Filed2026-07-21

PAAS

PAN AMERN SILVER CORP

8.61%

Shares16.0K

Event2026-06-30

Filed2026-07-21

COINBASE GLOBAL INC

-5.54%

Shares767

Event2026-06-30

Filed2026-07-21

ISRG

INTUITIVE SURGICAL INC

-0.90%

Shares1.6K

Event2026-06-30

Filed2026-07-21

USHY

ISHARES TR

-7.73%

Shares16.8K

Event2026-06-30

Filed2026-07-21

PARSONS CORP DEL

-5.15%

Shares608

Event2026-06-30

Filed2026-07-21

CEG

CONSTELLATION ENERGY CORP

66.55%

Shares2.4K

Event2026-06-30

Filed2026-07-21

PAVE

GLOBAL X FDS

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-21

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

EFA

ISHARES TR

-10.81%

Shares5.5K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

500.00%

Shares6.5K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

5.92%

Shares1.5K

Event2026-06-30

Filed2026-07-21

IRDM

IRIDIUM COMMUNICATIONS INC

-40.99%

Shares10.0K

Event2026-06-30

Filed2026-07-21

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-21

GENERAL DYNAMICS CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

EWU

ISHARES TR

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-21

BWXT

BWX TECHNOLOGIES INC

5.65%

Shares2.7K

Event2026-06-30

Filed2026-07-21

CGNX

COGNEX CORP

New

Shares7.1K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

-2.85%

Shares8.8K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

0.00%

Shares411

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-21

MELI

MERCADOLIBRE INC

0.00%

Shares285

Event2026-06-30

Filed2026-07-21

PLTM

GRANITESHARES PLATINUM TR

9.27%

Shares30.7K

Event2026-06-30

Filed2026-07-21

CLOI

VANECK ETF TRUST

-7.76%

Shares8.5K

Event2026-06-30

Filed2026-07-21

VNOM

VIPER ENERGY INC

0.06%

Shares10.2K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

45.66%

Shares2.1K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-21

NRG

NRG ENERGY INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-21

VRNS

VARONIS SYS INC

-6.00%

Shares423

Event2026-06-30

Filed2026-07-21

HLT

HILTON WORLDWIDE HLDGS INC

-11.10%

Shares1.3K

Event2026-06-30

Filed2026-07-21

TLN

TALEN ENERGY CORP

27.83%

Shares1.1K

Event2026-06-30

Filed2026-07-21

SYM

SYMBOTIC INC

9.26%

Shares8.8K

Event2026-06-30

Filed2026-07-21

VST

VISTRA CORP

19.43%

Shares2.5K

Event2026-06-30

Filed2026-07-21

NTNX

NUTANIX INC

-5.10%

Shares391

Event2026-06-30

Filed2026-07-21

VFH

VANGUARD WORLD FD

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-21

WPM

WHEATON PRECIOUS METALS CORP

9.29%

Shares3.4K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-21

VOX

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC

-27.90%

Shares1.1K

Event2026-06-30

Filed2026-07-21

PGR

PROGRESSIVE CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

WHIRLPOOL CORP

New

Shares9.3K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-21

FANG

DIAMONDBACK ENERGY INC

0.19%

Shares1.6K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

SERV

SERVE ROBOTICS INC

42.81%

Shares40.4K

Event2026-06-30

Filed2026-07-21

FEZ

SPDR INDEX SHS FDS

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-21

HONEYWELL INTL INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-21

SPG

SIMON PPTY GROUP INC NEW

0.26%

Shares1.1K

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-21

DRI

DARDEN RESTAURANTS INC

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

LEU

CENTRUS ENERGY CORP

9.15%

Shares1.5K

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR

0.00%

Shares979

Event2026-06-30

Filed2026-07-21

BANK OF NY MELLON CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-21

NGG

NATIONAL GRID PLC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-21

QBTS

D-WAVE QUANTUM INC

New

Shares9.6K

Event2026-06-30

Filed2026-07-21

IWM

ISHARES TR

New

Shares758

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

PSA

PUBLIC STORAGE

New

Shares678

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP

-59.70%

Shares409

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

New

Shares490

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available