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The Analysis of Simmons Bank's Holdings & P&L

Currently, Simmons Bank holds 369 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in IWF (+221.4K shares, valued at $27.5M), HDV (+696.4K shares, valued at $19.1M), VO (+218.0K shares, valued at $17.6M); decreased their positions in N/A (-2.8K shares, valued at $2.1M), VEA (-20.4K shares, valued at $1.5M), N/A (-11.8K shares, valued at $1.4M); initiated new positions in PAVE (+31.6K shares, valued at $1.9M), N/A (+2.0K shares, valued at $1.4M), IR (+15.5K shares, valued at $1.3M).

1M P&L

+4.1M+0.28%

3M P&L

-36.6M-2.45%

HY P&L

-260.7M-15.21%

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/A433.1M

29.5%

2Auto Parts143.9M

9.8%

3Semiconductors93.8M

6.4%

Top Industries by Stock Count

1N/A107 stocks

33.9%

2Specialty Industrial Machinery13 stocks

4.1%

3Semiconductors11 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ORLY O REILLY AUTOMOTIVE INC1.5M shares-0.43%2026-06-302026-07-31

NVDA NVIDIA CORPORATION SR NT326.0K shares4.13%2026-06-302026-07-31

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF68.8K shares-3.91%2026-06-302026-07-31

MSFT MICROSOFT CORP107.0K shares6.66%2026-06-302026-07-31

AAPL APPLE INC136.2K shares4.34%2026-06-302026-07-31

GOOGL ALPHABET INC SR105.8K shares8.57%2026-06-302026-07-31

IWF ISHARES RUSSELL 1000 GROWTH296.5K shares294.97%2026-06-302026-07-31

AMZN AMAZON COM INC137.4K shares10.36%2026-06-302026-07-31

Sponsored

SFNC SIMMONS 1ST NATL CORP1.3M shares-2.74%2026-06-302026-07-31

WMT WALMART INC244.1K shares13.31%2026-06-302026-07-31

CAT CATERPILLAR INC25.5K shares-2.81%2026-06-302026-07-31

VEA VANGUARD FTSE DEVELOPED MARKETS377.0K shares-5.13%2026-06-302026-07-31

IJR ISHARES CORE S&P SMALL-CAP (MKT)181.1K shares-4.46%2026-06-302026-07-31

HDV ISHARES HIGH DIVIDEND (MKT)872.6K shares395.28%2026-06-302026-07-31

VO VANGUARD MID-CAP ETF (MKT)291.8K shares295.56%2026-06-302026-07-31

JP MORGAN CHASE & CO JP MORGAN CHASE & CO68.4K shares8.84%2026-06-302026-07-31

Sponsored

XLK STATE STREET TECHNOLOGY SELECT114.1K shares-3.58%2026-06-302026-07-31

QQQ INVESCO QQQ TRUST28.3K shares-0.21%2026-06-302026-07-31

DELL DELL TECHNOLOGIES INC COM47.5K shares-0.36%2026-06-302026-07-31

IJH ISHARES CORE S&P MID-CAP (MKT)256.8K shares-0.88%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC32.6K shares6.67%2026-06-302026-07-31

KLAC KLA-TENCOR CORP60.8K shares890.29%2026-06-302026-07-31

IWM ISHARES RUSSELL 2000 (MKT)58.8K shares1.60%2026-06-302026-07-31

GS GOLDMAN SACHS GROUP INC17.3K shares-2.41%2026-06-302026-07-31

Sponsored

LRCX LAM RESEARCH CORP39.2K shares675.66%2026-06-302026-07-31

MDY STATE STREET SPDR S&P MIDCAP 40023.7K shares-3.22%2026-06-302026-07-31

CISCO SYSTEMS INC CISCO SYSTEMS INC133.8K shares-8.08%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP106.8K shares-2.60%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC28.6K shares29.31%2026-06-302026-07-31

DE DEERE & CO22.5K shares4.10%2026-06-302026-07-31

CVX CHEVRON CORP NEW85.9K shares0.06%2026-06-302026-07-31

BROADCOM INC BROADCOM INC37.0K shares57.05%2026-06-302026-07-31

Sponsored

ISHARES CORE S&P 500 (MKT) ISHARES CORE S&P 500 (MKT)18.3K shares2.17%2026-06-302026-07-31

BAC BANK OF AMERICA CORP231.8K shares-1.51%2026-06-302026-07-31

VWO VANGUARD EMERGING MARKETS STOCK219.1K shares-3.45%2026-06-302026-07-31

ABBVIE INC SR NT ABBVIE INC SR NT51.8K shares-1.18%2026-06-302026-07-31

LLY ELI LILLY & CO SR NT10.9K shares39.57%2026-06-302026-07-31

GEV GE VERNOVA INC11.0K shares30.88%2026-06-302026-07-31

COSTCO WHOLESALE CORP NEW COSTCO WHOLESALE CORP NEW13.3K shares4.46%2026-06-302026-07-31

PSX PHILLIPS 6673.6K shares-2.20%2026-06-302026-07-31

Sponsored

EFA ISHARES MSCI EAFE (MKT)114.0K shares2.80%2026-06-302026-07-31

VUG VANGUARD GROWTH ETF (MKT)125.7K shares690.13%2026-06-302026-07-31

NEXTERA ENERGY INC NEXTERA ENERGY INC121.5K shares-0.12%2026-06-302026-07-31

MU MICRON TECHNOLOGY INC9.2K shares1.28%2026-06-302026-07-31

ETN EATON CORP PLC23.4K shares61.81%2026-06-302026-07-31

IYW ISHARES US TECHNOLOGY (MKT)38.3K shares-0.67%2026-06-302026-07-31

AMGN AMGEN INC SR GLBL NT26.2K shares5.38%2026-06-302026-07-31

GSBC GREAT SOUTHN BANCORP INC119.8K shares0.00%2026-06-302026-07-31

Sponsored

GOOG ALPHABET INC SR25.9K shares5.18%2026-06-302026-07-31

PANW PALO ALTO NETWORKS INC26.6K shares15.21%2026-06-302026-07-31

MRK MERCK & CO INC70.4K shares-1.23%2026-06-302026-07-31

HD HOME DEPOT INC SR GLBL NT25.3K shares-5.03%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON35.1K shares2.61%2026-06-302026-07-31

SDY STATE STREET SPDR S&P DIVIDEND58.1K shares-1.59%2026-06-302026-07-31

KO COCA COLA CO SR GLBL NT108.1K shares-1.43%2026-06-302026-07-31

ORACLE CORP SR ORACLE CORP SR59.4K shares-1.75%2026-06-302026-07-31

Sponsored

VV VANGUARD LARGE CAP ETF (MKT)23.7K shares-10.67%2026-06-302026-07-31

FLEX FLEX LTD48.4K shares-8.58%2026-06-302026-07-31

SOUTHERN CO SR GLBL SOUTHERN CO SR GLBL81.8K shares0.07%2026-06-302026-07-31

LMT LOCKHEED MARTIN CORP15.2K shares-3.27%2026-06-302026-07-31

APPLIED MATERIALS INC APPLIED MATERIALS INC10.7K shares10.82%2026-06-302026-07-31

PH PARKER HANNIFIN CORP7.8K shares28.77%2026-06-302026-07-31

PG PROCTER & GAMBLE CO49.7K shares-0.66%2026-06-302026-07-31

XLI STATE STREET INDUSTRIAL SELECT38.7K shares1.05%2026-06-302026-07-31

Sponsored

ISRG INTUITIVE SURGICAL INC17.6K shares-0.87%2026-06-302026-07-31

VTV VANGUARD VALUE INDEX FUND ETF30.8K shares-1.73%2026-06-302026-07-31

RSP INVESCO EXCHANGE TRADED FD TR31.4K shares2.25%2026-06-302026-07-31

LIN LINDE PLC12.5K shares45.42%2026-06-302026-07-31

PEP PEPSICO INC46.9K shares-2.75%2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS INC147.9K shares-1.00%2026-06-302026-07-31

ASML ASML HOLDING NV3.1K shares0.29%2026-06-302026-07-31

TSLA TESLA INC14.1K shares10.70%2026-06-302026-07-31

Sponsored

DHR DANAHER CORP30.7K shares2.53%2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION30.6K shares6.41%2026-06-302026-07-31

TXN TEXAS INSTRS INC18.4K shares-4.49%2026-06-302026-07-31

EEM ISHARES MSCI EMERGING MARKETS79.9K shares1.71%2026-06-302026-07-31

XLF STATE STREET FINANCIAL SELECT101.5K shares-1.59%2026-06-302026-07-31

XLV STATE STREET HEALTH CARE SELECT34.2K shares-2.63%2026-06-302026-07-31

VISA INC SR NT VISA INC SR NT15.6K shares23.50%2026-06-302026-07-31

ICE INTERCONTINENTALEXCHANGE GROUP43.1K shares24.59%2026-06-302026-07-31

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY42.9K shares672.99%2026-06-302026-07-31

LOW LOWES COMPANIES INC23.1K shares10.36%2026-06-302026-07-31

XLY STATE STREET CONSUMER42.7K shares-4.60%2026-06-302026-07-31

IBM INTERNATIONAL BUSINESS MACHS17.6K shares12.39%2026-06-302026-07-31

GILD GILEAD SCIENCES INC37.5K shares-1.98%2026-06-302026-07-31

UNP UNION PAC CORP17.3K shares-0.62%2026-06-302026-07-31

SNDK SANDISK CORP2.0K shares3.44%2026-06-302026-07-31

NETFLIX INC NETFLIX INC62.4K shares62.22%2026-06-302026-07-31

Sponsored

DUK DUKE ENERGY CORP34.9K shares-3.44%2026-06-302026-07-31

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP46.6K shares-6.63%2026-06-302026-07-31

TMO THERMO FISHER SCIENTIFIC INC8.8K shares-2.45%2026-06-302026-07-31

MICROCHIP TECHNOLOGY INC MICROCHIP TECHNOLOGY INC47.8K shares-3.27%2026-06-302026-07-31

ETR ENTERGY CORP NEW37.4K shares-7.59%2026-06-302026-07-31

CME CME GROUP INC18.8K shares16.45%2026-06-302026-07-31

QCOM QUALCOMM INC22.4K shares-6.21%2026-06-302026-07-31

SEAGATE TECHNOLOGY HLDNGS PLC SEAGATE TECHNOLOGY HLDNGS PLC4.2K shares59.88%2026-06-302026-07-31

Sponsored

GLW CORNING INC15.5K shares4.58%2026-06-302026-07-31

MASTERCARD INC MASTERCARD INC7.7K shares9.64%2026-06-302026-07-31

DIS DISNEY WALT CO40.7K shares-7.07%2026-06-302026-07-31

MO ALTRIA GROUP INC53.1K shares-3.05%2026-06-302026-07-31

IWV ISHARES RUSSELL 3000 (MKT)9.0K shares-4.36%2026-06-302026-07-31

CMI CUMMINS INC5.3K shares-5.31%2026-06-302026-07-31

BHP BHP GROUP LIMITED45.1K shares-0.10%2026-06-302026-07-31

UBER UBER TECHNOLOGIES INC52.0K shares13.89%2026-06-302026-07-31

Sponsored

CORTEVA INC CORTEVA INC43.9K shares-1.56%2026-06-302026-07-31

AEP AMERICAN ELEC PWR CO INC JR SB26.8K shares-3.67%2026-06-302026-07-31

XLC STATE STREET COMMUNICATION33.9K shares0.44%2026-06-302026-07-31

WASTE MANAGEMENT INC WASTE MANAGEMENT INC16.0K shares-2.37%2026-06-302026-07-31

XLP STATE STREET CONSUMER STAPLES42.4K shares-5.04%2026-06-302026-07-31

SUSA ISHARES ESG OPTIMIZED MSCI USA22.3K shares0.00%2026-06-302026-07-31

IRM IRON MTN INC27.2K shares666.15%2026-06-302026-07-31

CBRE CBRE GROUP INC24.7K shares-1.33%2026-06-302026-07-31

Sponsored

ISHARES CORE TOTAL US BOND ISHARES CORE TOTAL US BOND32.8K shares3.34%2026-06-302026-07-31

DVN DEVON ENERGY CORP78.4K shares1087.98%2026-06-302026-07-31

VBK VANGUARD SMALL CAP GROWTH ETF8.8K shares33.35%2026-06-302026-07-31

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF8.6K shares1.48%2026-06-302026-07-31

TSN TYSON FOODS INC54.3K shares-4.24%2026-06-302026-07-31

VB VANGUARD SMALL CAP ETF (MKT)10.2K shares7.23%2026-06-302026-07-31

XLE STATE STREET ENERGY SELECT58.4K shares4.58%2026-06-302026-07-31

TFC TRUIST FINL CORP62.1K shares1.17%2026-06-302026-07-31

Sponsored

ABT ABBOTT LABORATORIES33.6K shares-0.26%2026-06-302026-07-31

XYL XYLEM INC25.8K shares-2.71%2026-06-302026-07-31

PFE PFIZER INC125.1K shares-16.37%2026-06-302026-07-31

GSK PLC GSK PLC57.4K shares-0.75%2026-06-302026-07-31

XLB STATE STREET MATERIALS SELECT58.7K shares0.21%2026-06-302026-07-31

BX BLACKSTONE GROUP INC24.7K shares1086.17%2026-06-302026-07-31

IAU ISHARES GOLD TRUST38.5K shares36.92%2026-06-302026-07-31

HLT HILTON WORLDWIDE HLDGS INC8.6K shares455.68%2026-06-302026-07-31

Sponsored

VOT VANGUARD MID-CAP GROWTH ETF9.0K shares24.49%2026-06-302026-07-31

PHM PULTE GROUP INC20.1K shares22.09%2026-06-302026-07-31

TJX TJX COS INC NEW17.6K shares0.90%2026-06-302026-07-31

REGN REGENERON PHARMACEUTICALS INC4.3K shares8.51%2026-06-302026-07-31

ULTA SALON COSMETICS & FRAG INC ULTA SALON COSMETICS & FRAG INC5.9K shares0.79%2026-06-302026-07-31

SUNCOR ENERGY INC SUNCOR ENERGY INC49.3K shares-0.66%2026-06-302026-07-31

NDAQ NASDAQ INC33.1K shares-7.98%2026-06-302026-07-31

UTILITIES SELECT SECTOR SPDRR UTILITIES SELECT SECTOR SPDRR57.2K shares-2.62%2026-06-302026-07-31

Sponsored

CRM SALESFORCE INC16.5K shares-21.07%2026-06-302026-07-31

VEEV VEEVA SYS INC14.2K shares-5.33%2026-06-302026-07-31

KMB KIMBERLY CLARK CORP22.5K shares2.82%2026-06-302026-07-31

VBR VANGUARD SMALL CAP VALUE ETF10.1K shares-2.80%2026-06-302026-07-31

APD AIR PRODUCTS & CHEMICALS INC8.4K shares-9.44%2026-06-302026-07-31

SHEL ROYAL DUTCH SHELL PLC31.1K shares0.33%2026-06-302026-07-31

AMT AMERICAN TOWER CORP14.7K shares-13.67%2026-06-302026-07-31

EMR EMERSON ELECTRIC CO16.6K shares6.34%2026-06-302026-07-31

Sponsored

SCHW SCHWAB CHARLES CORP25.7K shares-7.77%2026-06-302026-07-31

MUR MURPHY OIL CORP72.8K shares-4.86%2026-06-302026-07-31

EQT EQT CORPORATION44.5K shares14.15%2026-06-302026-07-31

DOMINION ENERGY INC JR DOMINION ENERGY INC JR34.4K shares3.78%2026-06-302026-07-31

NOC NORTHROP GRUMMAN CORP4.6K shares-0.67%2026-06-302026-07-31

GWW WW GRAINGER INC1.6K shares482.69%2026-06-302026-07-31

COP CONOCOPHILLIPS21.5K shares4.01%2026-06-302026-07-31

DVY ISHARES SELECT DIVIDEND (MKT)14.2K shares13.95%2026-06-302026-07-31

Sponsored

VOE VANGUARD MID-CAP VALUE ETF (MKT)10.9K shares-2.84%2026-06-302026-07-31

GD GENERAL DYNAMICS CORP5.9K shares-3.69%2026-06-302026-07-31

MCD MCDONALDS CORP7.7K shares-2.92%2026-06-302026-07-31

BMY BRISTOL-MYERS SQUIBB CO35.6K shares-1.77%2026-06-302026-07-31

SLB SLB LIMITED44.0K shares-4.47%2026-06-302026-07-31

IWB ISHARES RUSSELL 1000 (MKT)5.0K shares-1.40%2026-06-302026-07-31

PM PHILIP MORRIS INTERNATIONAL INC11.2K shares0.44%2026-06-302026-07-31

NUE NUCOR CORP8.9K shares-3.15%2026-06-302026-07-31

Sponsored

USB US BANCORP DEL32.8K shares-2.54%2026-06-302026-07-31

TER TERADYNE INC4.1K shares12.22%2026-06-302026-07-31

HWM HOWMET AEROSPACE INC7.1K shares41.68%2026-06-302026-07-31

AMD ADVANCED MICRO DEVICES INC3.2K shares40.08%2026-06-302026-07-31

PAVE GLOBAL X US INFRASTRUTURE DEV31.6K sharesnew addition2026-06-302026-07-31

SLV ISHARES SILVER TRUST (MKT)34.4K shares55.65%2026-06-302026-07-31

VNQ VANGUARD REAL ESTATE ETF18.7K shares-0.53%2026-06-302026-07-31

SERVICENOW INC COM SERVICENOW INC COM18.1K shares4.68%2026-06-302026-07-31

Sponsored

ALL ALLSTATE CORP7.5K shares-1.71%2026-06-302026-07-31

IVW ISHARES S&P 500 GROWTH (MKT)12.8K shares-0.94%2026-06-302026-07-31

GE GE AEROSPACE4.7K shares438.89%2026-06-302026-07-31

MPWR MONOLITHIC POWER SYSTEMS INC1.3K shares7.29%2026-06-302026-07-31

CEG CONSTELLATION ENERGY CORP6.8K shares244.80%2026-06-302026-07-31

BA BOEING CO DEP CONV7.8K shares31.20%2026-06-302026-07-31

AEROVIRONMENT INC AEROVIRONMENT INC10.2K shares-0.95%2026-06-302026-07-31

GLD SPDR GOLD SHARES (MKT)4.5K shares380.47%2026-06-302026-07-31

Sponsored

SHOP SHOPIFY INC14.4K shares377.32%2026-06-302026-07-31

ZS ZSCALER INC11.5K shares-7.76%2026-06-302026-07-31

TROW T ROWE PRICE GROUP INC14.1K shares13.99%2026-06-302026-07-31

ADI ANALOG DEVICES INC4.0K shares-2.02%2026-06-302026-07-31

EOG EOG RES INC12.3K shares-9.05%2026-06-302026-07-31

CDNS CADENCE DESIGN SYSTEMS INC4.2K shares114.37%2026-06-302026-07-31

VLO VALERO ENERGY CORP SR GLBL6.0K shares-2.39%2026-06-302026-07-31

AXP AMERICAN EXPRESS CO4.4K shares-0.75%2026-06-302026-07-31

Sponsored

GPC GENUINE PARTS CO GLBL NT12.3K shares-2.43%2026-06-302026-07-31

QUANTA SERVICES INC QUANTA SERVICES INC2.0K sharesnew addition2026-06-302026-07-31

IYH ISHARES US HEALTHCARE (MKT)21.1K shares0.00%2026-06-302026-07-31

INTC INTEL CORP10.1K shares7.26%2026-06-302026-07-31

XLRE THE REAL ESTATE SLECT SECTOR31.8K shares2.59%2026-06-302026-07-31

DRI DARDEN RESTAURANTS INC6.8K shares-4.86%2026-06-302026-07-31

ADOBE SYSTEMS INC ADOBE SYSTEMS INC6.8K shares11.94%2026-06-302026-07-31

IWR ISHARES RUSSELL MID-CAP (MKT)12.5K shares-35.80%2026-06-302026-07-31

Sponsored

MPC MARATHON PETE CORP5.4K shares5.63%2026-06-302026-07-31

NVS NOVARTIS AG8.4K shares2.13%2026-06-302026-07-31

MLM MARTIN MARIETTA MATERIALS INC2.3K shares0.88%2026-06-302026-07-31

CBSH COMMERCE BANCSHARES INC22.2K shares2.91%2026-06-302026-07-31

CL COLGATE PALMOLIVE CO13.9K shares-2.55%2026-06-302026-07-31

IR INGERSOLL RAND INC15.5K sharesnew addition2026-06-302026-07-31

ITT ITT INC6.4K shares-4.25%2026-06-302026-07-31

MCK MCKESSON CORP1.7K shares76.03%2026-06-302026-07-31

Sponsored

VRT VERTIV HOLDINGS CO3.7K shares151.65%2026-06-302026-07-31

CVS CVS HEALTH CORPORATION11.6K shares189.63%2026-06-302026-07-31

HELO JPMORGAN HEDGED EQUITY LDRD17.5K shares52.97%2026-06-302026-07-31

VDE VANGUARD ENERGY ETF (MKT)7.8K shares-0.19%2026-06-302026-07-31

VIG VANGUARD DIVIDEND APPREC IDX ETF4.8K shares-4.32%2026-06-302026-07-31

CTAS CINTAS CORP6.6K sharesnew addition2026-06-302026-07-31

OZK BANK OZK21.6K shares0.00%2026-06-302026-07-31

IYJ ISHARES US INDUSTRIALS (MKT)6.7K shares-1.14%2026-06-302026-07-31

Sponsored

FANG DIAMONDBACK ENERGY INC6.2K shares-38.67%2026-06-302026-07-31

VST VISTRA ENERGY CORP COM6.7K sharesnew addition2026-06-302026-07-31

IYC ISHARES US CONSUMER SERVICES10.5K shares0.00%2026-06-302026-07-31

BKLN INVESCO EXCHNG TRADED FD TR II49.8K shares377.91%2026-06-302026-07-31

FREEPORT-MCMORAN INC FREEPORT-MCMORAN INC16.1K shares13.12%2026-06-302026-07-31

CHUBB LIMITED CHUBB LIMITED2.9K shares-3.15%2026-06-302026-07-31

PPG PPG INDUSTRIES INC8.2K shares0.00%2026-06-302026-07-31

ADP AUTOMATIC DATA PROCESSING INC4.4K shares-19.25%2026-06-302026-07-31

Sponsored

ANGL VANECK VECTORS FALLEN ANGEL33.9K sharesnew addition2026-06-302026-07-31

VMC VULCAN MATERIALS CO3.4K shares76.32%2026-06-302026-07-31

URI UNITED RENTALS INC870 sharesnew addition2026-06-302026-07-31

FTNT FORTINET INC6.4K shares155.29%2026-06-302026-07-31

SWKS SKYWORKS SOLUTIONS INC14.4K shares22.02%2026-06-302026-07-31

VIS VANGUARD INDUSTRIALS ETF (MKT)2.7K shares-7.34%2026-06-302026-07-31

T AT&T INC GLBL NT44.5K shares0.74%2026-06-302026-07-31

ISHARES CORE MSCI EAFE ISHARES CORE MSCI EAFE9.3K shares1.82%2026-06-302026-07-31

Sponsored

HRL HORMEL FOODS CORP36.1K shares9.79%2026-06-302026-07-31

IDU ISHARES US UTILITIES (MKT)7.7K shares0.00%2026-06-302026-07-31

ENB ENBRIDGE INC16.2K shares-1.33%2026-06-302026-07-31

GVI ISHARES INTM GOVERNMENT/CREDIT8.0K shares-18.16%2026-06-302026-07-31

IYK ISHARES US CONSUMER STAPLES ETF11.5K shares-0.58%2026-06-302026-07-31

BBHY JPMORGAN HIGH YIELD RESEARCH ENH17.8K shares1.43%2026-06-302026-07-31

MINT PIMCO ENHANCED SHORT MATURITY8.1K shares22.35%2026-06-302026-07-31

IWS ISHARES RUSSELL MID-CAP VALUE4.9K shares33.64%2026-06-302026-07-31

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.1K shares100.38%2026-06-302026-07-31

IJT ISHARES S&P SMALL-CAP 600 GROWTH4.5K shares6.25%2026-06-302026-07-31

MEDTRONIC PLC MEDTRONIC PLC10.2K shares18.88%2026-06-302026-07-31

AVEM AVANTIS EMG MARKETS EQ ETF8.3K sharesnew addition2026-06-302026-07-31

TT TRANE TECHNOLOGIES PLC1.6K shares144.85%2026-06-302026-07-31

PR PERMIAN RESOURCES CORP43.0K shares0.00%2026-06-302026-07-31

WCN WASTE CONNECTIONS INC4.7K sharesnew addition2026-06-302026-07-31

EXC EXELON CORP16.1K shares-2.23%2026-06-302026-07-31

Sponsored

BRK.A BERKSHIRE HATHAWAY INC1 shares0.00%2026-06-302026-07-31

WFC WELLS FARGO & CO9.0K shares42.69%2026-06-302026-07-31

VOX VANGUARD COMMUNICATION SRVCS3.9K shares-0.71%2026-06-302026-07-31

IYM ISHARES U.S. BASIC MATERIALS ETF4.0K shares-1.15%2026-06-302026-07-31

VHT VANGUARD HEALTH CARE INDEX FUND2.4K shares-4.00%2026-06-302026-07-31

SYK STRYKER CORP2.2K shares-2.66%2026-06-302026-07-31

DON WISDOMTREE US MIDCAP DIVIDEND12.0K shares-11.80%2026-06-302026-07-31

CARR CARRIER GLOBAL CORPORATION9.0K shares-5.65%2026-06-302026-07-31

Sponsored

BF.B BROWN-FORMAN CORP24.5K shares0.00%2026-06-302026-07-31

ECL ECOLAB INC2.2K shares-1.84%2026-06-302026-07-31

IYF ISHARES US FINANCIALS (MKT)4.8K shares0.00%2026-06-302026-07-31

MGK VANGUARD MEGA CAP GROWTH INDEX7.0K shares400.00%2026-06-302026-07-31

KBE STATE STREET SPDR S&P BANK ETF9.0K shares0.00%2026-06-302026-07-31

TDY TELEDYNE TECHNOLOGIES INC915 shares0.00%2026-06-302026-07-31

VCR VANGUARD CONSUMER DISCRETIONARY1.5K shares-4.47%2026-06-302026-07-31

IEMG ISHARES CORE MSCI EMERGING7.2K sharesnew addition2026-06-302026-07-31

Sponsored

SFM SPROUTS FMRS MKT INC7.0K sharesnew addition2026-06-302026-07-31

LHX L3HARRIS TECHNOLOGIES INC COM2.0K shares3.60%2026-06-302026-07-31

TSM TAIWAN SEMICONDUCTOR1.2K shares-10.18%2026-06-302026-07-31

EAT BRINKER INTERNATIONAL INC3.4K shares0.62%2026-06-302026-07-31

IQV IQVIA HLDGS INC2.9K sharesnew addition2026-06-302026-07-31

C CITIGROUP INC PERP -JJ3.9K shares-14.26%2026-06-302026-07-31

CMCSA COMCAST CORP22.5K shares26.40%2026-06-302026-07-31

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.7K sharesnew addition2026-06-302026-07-31

Sponsored

VYM VANGUARD HIGH DIVIDEND YIELD3.5K shares0.00%2026-06-302026-07-31

IGIB ISHARES INTERMEDIATE-TERM10.2K shares-1.53%2026-06-302026-07-31

ESGD ISHARES ESG AWARE MSCI EAFE ETF5.3K shares0.00%2026-06-302026-07-31

CR CRANE COMPANY2.4K shares0.00%2026-06-302026-07-31

BND VANGUARD TOTAL BOND MARKET ETF7.1K shares39.43%2026-06-302026-07-31

SNA SNAP-ON INC1.3K sharesnew addition2026-06-302026-07-31

YUM YUM! BRANDS INC3.2K shares0.68%2026-06-302026-07-31

BNDX VANGUARD TOTAL INTERNATIONAL10.6K shares12.67%2026-06-302026-07-31

Sponsored

VDC VANGUARD CONSUMER STAPLES ETF2.2K shares-0.22%2026-06-302026-07-31

JOHNSON CTLS INTL PLC SHS JOHNSON CTLS INTL PLC SHS3.5K shares10.08%2026-06-302026-07-31

IBB ISHARES NASDAQ BIOTECHNOLOGY2.6K shares-1.87%2026-06-302026-07-31

CLH CLEAN HARBORS INC1.7K sharesnew addition2026-06-302026-07-31

IYE ISHARES US ENERGY (MKT)8.7K shares0.00%2026-06-302026-07-31

VFH VANGUARD FINANCIALS INDEX FUND3.7K shares0.00%2026-06-302026-07-31

UPS UNITED PARCEL SERVICE4.5K shares74.12%2026-06-302026-07-31

NSC NORFOLK SOUTHERN CORP1.5K shares-24.30%2026-06-302026-07-31

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIONS12.4K shares-7.00%2026-06-302026-07-31

HONEYWELL INTERNATIONAL INC HONEYWELL INTERNATIONAL INC2.1K sharesnew addition2026-06-302026-07-31

KMI KINDER MORGAN INC14.5K shares0.00%2026-06-302026-07-31

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.1K sharesnew addition2026-06-302026-07-31

THE TRAVELERS COMPANIES INC THE TRAVELERS COMPANIES INC1.4K shares3.19%2026-06-302026-07-31

CSX CSX CORP9.6K shares16.04%2026-06-302026-07-31

FDX FEDEX CORP SR NT1.5K shares-1.36%2026-06-302026-07-31

TRMB TRIMBLE INC8.8K shares-46.19%2026-06-302026-07-31

Sponsored

CWB STATE STREET SPDR BLOOMBERG4.1K sharesnew addition2026-06-302026-07-31

ROK ROCKWELL AUTOMATION INC882 shares50.00%2026-06-302026-07-31

RL RALPH LAUREN CORP SR GLBL NT1.1K shares-48.03%2026-06-302026-07-31

CWEN CLEARWAY ENERGY INC12.5K shares0.00%2026-06-302026-07-31

NEM NEWMONT GOLDCORP4.5K shares-7.43%2026-06-302026-07-31

SMBC SOUTHERN MO BANCORP INC5.5K shares0.00%2026-06-302026-07-31

JBL JABIL CIRCUIT INC1.1K shares-9.48%2026-06-302026-07-31

NUVEEN ESG MID CP VAL ETF NUVEEN ESG MID CP VAL ETF9.6K shares-9.97%2026-06-302026-07-31

Sponsored

EXPD EXPEDITORS INTERNATIONAL2.5K shares-9.73%2026-06-302026-07-31

BP BP PLC11.2K shares-8.49%2026-06-302026-07-31

COHR COHERENT CORP1.0K shares1.19%2026-06-302026-07-31

VPU VANGUARD UTILITIES ETF (MKT)2.1K shares-1.20%2026-06-302026-07-31

RSG REPUBLIC SERVICES INC1.9K shares8.28%2026-06-302026-07-31

PKG PACKAGING CORP AMERICA1.6K shares2.55%2026-06-302026-07-31

OTIS OTIS WORLDWIDE CORP GLBL5.3K shares0.00%2026-06-302026-07-31

DKS DICK'S SPORTING GOODS INC1.7K shares-19.23%2026-06-302026-07-31

Sponsored

VOO VANGUARD S&P 500 ETF554 shares45.79%2026-06-302026-07-31

TQQQ PROSHARES ILTRPRO QQQ4.6K sharesnew addition2026-06-302026-07-31

DBEF DEUTSCHE X-TRACKERS MSCI EAFE6.8K sharesnew addition2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC898 shares-42.25%2026-06-302026-07-31

S&P GLOBAL INC S&P GLOBAL INC902 shares4.64%2026-06-302026-07-31

KRE STATE STREET SPDR S&P REGIONAL4.7K shares0.00%2026-06-302026-07-31

LABU DIREXION DAILY S&P BIOTECH BULL1.2K sharesnew addition2026-06-302026-07-31

FNDX SCHWAB FUNDAMENTAL U.S. LARGE11.1K shares0.00%2026-06-302026-07-31

Sponsored

CEF SPROTT PHYSICAL GOLD & SILVER8.5K shares0.00%2026-06-302026-07-31

NUMG NUVEEN ESG MIDCP GWTH ETF7.2K shares-9.83%2026-06-302026-07-31

BLK BLACKROCK INC353 shares26.98%2026-06-302026-07-31

ITW ILLINOIS TOOL WORKS INC1.2K shares-1.51%2026-06-302026-07-31

IWD ISHARES RUSSELL 1000 VALUE (MKT)1.4K sharesnew addition2026-06-302026-07-31

PLD PROLOGIS INC2.4K sharesnew addition2026-06-302026-07-31

RF REGIONS FINANCIAL CORP NEW10.5K shares-9.86%2026-06-302026-07-31

ZOETIS INC ZOETIS INC4.4K shares-16.37%2026-06-302026-07-31

Sponsored

GRMN GARMIN LTD1.3K shares-0.53%2026-06-302026-07-31

3M CO 3M CO1.9K shares1.02%2026-06-302026-07-31

KEX KIRBY CORP2.2K shares0.63%2026-06-302026-07-31

AZO AUTOZONE INC93 sharesnew addition2026-06-302026-07-31

UBS UBS GROUP AG SHS5.9K shares-7.03%2026-06-302026-07-31

KEYS KEYSIGHT TECHNOLOGIES INC835 shares12.84%2026-06-302026-07-31

SRE SEMPRA FXD3.1K shares-0.86%2026-06-302026-07-31

GIS GENERAL MILLS INC SR GLBL NT8.3K shares-7.18%2026-06-302026-07-31

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC1.5K shares9.31%2026-06-302026-07-31

SHLD GLOBAL X DEFENSE TECH ETF4.8K sharesnew addition2026-06-302026-07-31

AOS SMITH A O CORP4.5K shares0.00%2026-06-302026-07-31

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC2.4K shares3.03%2026-06-302026-07-31

ROP ROPER TECHNOLOGIES INC830 shares-4.49%2026-06-302026-07-31

VAW VANGUARD MATERIALS ETF (MKT)1.2K shares-0.33%2026-06-302026-07-31

VGUS VANGUARD ULTRA-SHORT TREASURY3.7K shares0.00%2026-06-302026-07-31

BWXT BWX TECHNOLOGIES INC1.4K sharesnew addition2026-06-302026-07-31

Sponsored

MAR MARRIOTT INTERNATIONAL INC731 sharesnew addition2026-06-302026-07-31

EFV ISHARES MSCI EAFE VALUE (MKT)3.4K shares0.00%2026-06-302026-07-31

IVE ISHARES S&P 500 VALUE (MKT)1.2K shares-2.79%2026-06-302026-07-31

HSY HERSHEY CO1.5K shares-3.01%2026-06-302026-07-31

COF CAPITAL ONE FINL CORP1.3K sharesnew addition2026-06-302026-07-31

AMERIPRISE FINANCIAL INC AMERIPRISE FINANCIAL INC552 sharesnew addition2026-06-302026-07-31

BSV VANGUARD SHORT-TERM BOND ETF3.2K shares-42.06%2026-06-302026-07-31

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC5.7K shares-0.35%2026-06-302026-07-31

Sponsored

ARLP ALLIANCE RESOURCE PARTNERS10.4K shares0.00%2026-06-302026-07-31

PGR PROGRESSIVE CORP1.1K sharesnew addition2026-06-302026-07-31

AJG GALLAGHER ARTHUR J & CO1.1K shares-11.12%2026-06-302026-07-31

DOV DOVER CORP1.1K sharesnew addition2026-06-302026-07-31

MDLZ MONDELEZ INTL INC4.2K shares0.69%2026-06-302026-07-31

RIO RIO TINTO PLC2.5K shares3.35%2026-06-302026-07-31

VGSH VANGUARD SHORT-TERM TREASURY4.1K shares10.15%2026-06-302026-07-31

MRVL MARVELL TECHNOLOGY GROUP LTD795 sharesnew addition2026-06-302026-07-31

Sponsored

IJK ISHARES S&P MIDCAP 400 GROWTH2.0K sharesnew addition2026-06-302026-07-31

SPG SIMON PROPERTY GROUP INC NEW1.0K sharesnew addition2026-06-302026-07-31

TDG TRANSDIGM GROUP INC170 shares-63.91%2026-06-302026-07-31

ALPS SECTOR DIVIDEND DOGS ETF ALPS SECTOR DIVIDEND DOGS ETF3.3K shares-3.67%2026-06-302026-07-31

IJJ ISHARES S&P MID-CAP 400 VALUE1.5K sharesnew addition2026-06-302026-07-31

AIQ GLOBAL X ARTFCL INTLGC & TECH3.3K sharesnew addition2026-06-302026-07-31

VXF VANGUARD EXTENDED MARKET INDEX867 sharesnew addition2026-06-302026-07-31

MUB ISHARES NATIONAL AMT-FREE MUNI2.0K shares0.00%2026-06-302026-07-31

Sponsored

BALL BALL CORP3.4K shares0.00%2026-06-302026-07-31

FHI FEDERATED INVESTORS INC PA3.8K shares0.00%2026-06-302026-07-31

VGIT VANGUARD INTER-TRM TREAS INDEX3.5K shares0.00%2026-06-302026-07-31

FE FIRSTENERGY CORP4.2K shares-4.50%2026-06-302026-07-31

VEU VANGUARD FTSE ALL-WORLD EX-US2.4K sharesnew addition2026-06-302026-07-31

F FORD MOTOR COMPANY14.4K shares1.34%2026-06-302026-07-31

RIG TRANSOCEAN LTD24.0K shares-14.29%2026-06-302026-07-31

SLI STANDARD LITHIUM LTD31.2K shares-24.43%2026-06-302026-07-31

Sponsored

VUZI VUZIX CORP COM26.8K shares0.00%2026-06-302026-07-31

ORLY

O REILLY AUTOMOTIVE INC

-0.43%

Shares1.5M

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION SR NT

4.13%

Shares326.0K

Event2026-06-30

Filed2026-07-31

STATE STREET SPDR S&P 500 ETF

-3.91%

Shares68.8K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

6.66%

Shares107.0K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

4.34%

Shares136.2K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC SR

8.57%

Shares105.8K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES RUSSELL 1000 GROWTH

294.97%

Shares296.5K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

10.36%

Shares137.4K

Event2026-06-30

Filed2026-07-31

SFNC

SIMMONS 1ST NATL CORP

-2.74%

Shares1.3M

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

13.31%

Shares244.1K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

-2.81%

Shares25.5K

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD FTSE DEVELOPED MARKETS

-5.13%

Shares377.0K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES CORE S&P SMALL-CAP (MKT)

-4.46%

Shares181.1K

Event2026-06-30

Filed2026-07-31

HDV

ISHARES HIGH DIVIDEND (MKT)

395.28%

Shares872.6K

Event2026-06-30

Filed2026-07-31

VANGUARD MID-CAP ETF (MKT)

295.56%

Shares291.8K

Event2026-06-30

Filed2026-07-31

JP MORGAN CHASE & CO

8.84%

Shares68.4K

Event2026-06-30

Filed2026-07-31

XLK

STATE STREET TECHNOLOGY SELECT

-3.58%

Shares114.1K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TRUST

-0.21%

Shares28.3K

Event2026-06-30

Filed2026-07-31

DELL

DELL TECHNOLOGIES INC COM

-0.36%

Shares47.5K

Event2026-06-30

Filed2026-07-31

IJH

ISHARES CORE S&P MID-CAP (MKT)

-0.88%

Shares256.8K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

6.67%

Shares32.6K

Event2026-06-30

Filed2026-07-31

KLAC

KLA-TENCOR CORP

890.29%

Shares60.8K

Event2026-06-30

Filed2026-07-31

IWM

ISHARES RUSSELL 2000 (MKT)

1.60%

Shares58.8K

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

-2.41%

Shares17.3K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

675.66%

Shares39.2K

Event2026-06-30

Filed2026-07-31

MDY

STATE STREET SPDR S&P MIDCAP 400

-3.22%

Shares23.7K

Event2026-06-30

Filed2026-07-31

CISCO SYSTEMS INC

-8.08%

Shares133.8K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

-2.60%

Shares106.8K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC

29.31%

Shares28.6K

Event2026-06-30

Filed2026-07-31

DEERE & CO

4.10%

Shares22.5K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORP NEW

0.06%

Shares85.9K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

57.05%

Shares37.0K

Event2026-06-30

Filed2026-07-31

ISHARES CORE S&P 500 (MKT)

2.17%

Shares18.3K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMERICA CORP

-1.51%

Shares231.8K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD EMERGING MARKETS STOCK

-3.45%

Shares219.1K

Event2026-06-30

Filed2026-07-31

ABBVIE INC SR NT

-1.18%

Shares51.8K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO SR NT

39.57%

Shares10.9K

Event2026-06-30

Filed2026-07-31

GEV

GE VERNOVA INC

30.88%

Shares11.0K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORP NEW

4.46%

Shares13.3K

Event2026-06-30

Filed2026-07-31

PSX

PHILLIPS 66

-2.20%

Shares73.6K

Event2026-06-30

Filed2026-07-31

EFA

ISHARES MSCI EAFE (MKT)

2.80%

Shares114.0K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD GROWTH ETF (MKT)

690.13%

Shares125.7K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

-0.12%

Shares121.5K

Event2026-06-30

Filed2026-07-31

MICRON TECHNOLOGY INC

1.28%

Shares9.2K

Event2026-06-30

Filed2026-07-31

ETN

EATON CORP PLC

61.81%

Shares23.4K

Event2026-06-30

Filed2026-07-31

IYW

ISHARES US TECHNOLOGY (MKT)

-0.67%

Shares38.3K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC SR GLBL NT

5.38%

Shares26.2K

Event2026-06-30

Filed2026-07-31

GSBC

GREAT SOUTHN BANCORP INC

0.00%

Shares119.8K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC SR

5.18%

Shares25.9K

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO NETWORKS INC

15.21%

Shares26.6K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

-1.23%

Shares70.4K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC SR GLBL NT

-5.03%

Shares25.3K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

2.61%

Shares35.1K

Event2026-06-30

Filed2026-07-31

SDY

STATE STREET SPDR S&P DIVIDEND

-1.59%

Shares58.1K

Event2026-06-30

Filed2026-07-31

COCA COLA CO SR GLBL NT

-1.43%

Shares108.1K

Event2026-06-30

Filed2026-07-31

ORACLE CORP SR

-1.75%

Shares59.4K

Event2026-06-30

Filed2026-07-31

VANGUARD LARGE CAP ETF (MKT)

-10.67%

Shares23.7K

Event2026-06-30

Filed2026-07-31

FLEX

FLEX LTD

-8.58%

Shares48.4K

Event2026-06-30

Filed2026-07-31

SOUTHERN CO SR GLBL

0.07%

Shares81.8K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

-3.27%

Shares15.2K

Event2026-06-30

Filed2026-07-31

APPLIED MATERIALS INC

10.82%

Shares10.7K

Event2026-06-30

Filed2026-07-31

PARKER HANNIFIN CORP

28.77%

Shares7.8K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

-0.66%

Shares49.7K

Event2026-06-30

Filed2026-07-31

XLI

STATE STREET INDUSTRIAL SELECT

1.05%

Shares38.7K

Event2026-06-30

Filed2026-07-31

ISRG

INTUITIVE SURGICAL INC

-0.87%

Shares17.6K

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD VALUE INDEX FUND ETF

-1.73%

Shares30.8K

Event2026-06-30

Filed2026-07-31

RSP

INVESCO EXCHANGE TRADED FD TR

2.25%

Shares31.4K

Event2026-06-30

Filed2026-07-31

LIN

LINDE PLC

45.42%

Shares12.5K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

-2.75%

Shares46.9K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

-1.00%

Shares147.9K

Event2026-06-30

Filed2026-07-31

ASML

ASML HOLDING NV

0.29%

Shares3.1K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

10.70%

Shares14.1K

Event2026-06-30

Filed2026-07-31

DHR

DANAHER CORP

2.53%

Shares30.7K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

6.41%

Shares30.6K

Event2026-06-30

Filed2026-07-31

TXN

TEXAS INSTRS INC

-4.49%

Shares18.4K

Event2026-06-30

Filed2026-07-31

EEM

ISHARES MSCI EMERGING MARKETS

1.71%

Shares79.9K

Event2026-06-30

Filed2026-07-31

XLF

STATE STREET FINANCIAL SELECT

-1.59%

Shares101.5K

Event2026-06-30

Filed2026-07-31

XLV

STATE STREET HEALTH CARE SELECT

-2.63%

Shares34.2K

Event2026-06-30

Filed2026-07-31

VISA INC SR NT

23.50%

Shares15.6K

Event2026-06-30

Filed2026-07-31

ICE

INTERCONTINENTALEXCHANGE GROUP

24.59%

Shares43.1K

Event2026-06-30

Filed2026-07-31

VGT

VANGUARD INFORMATION TECHNOLOGY

672.99%

Shares42.9K

Event2026-06-30

Filed2026-07-31

LOW

LOWES COMPANIES INC

10.36%

Shares23.1K

Event2026-06-30

Filed2026-07-31

XLY

STATE STREET CONSUMER

-4.60%

Shares42.7K

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

12.39%

Shares17.6K

Event2026-06-30

Filed2026-07-31

GILD

GILEAD SCIENCES INC

-1.98%

Shares37.5K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

-0.62%

Shares17.3K

Event2026-06-30

Filed2026-07-31

SNDK

SANDISK CORP

3.44%

Shares2.0K

Event2026-06-30

Filed2026-07-31

NETFLIX INC

62.22%

Shares62.4K

Event2026-06-30

Filed2026-07-31

DUK

DUKE ENERGY CORP

-3.44%

Shares34.9K

Event2026-06-30

Filed2026-07-31

ON SEMICONDUCTOR CORP

-6.63%

Shares46.6K

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER SCIENTIFIC INC

-2.45%

Shares8.8K

Event2026-06-30

Filed2026-07-31

MICROCHIP TECHNOLOGY INC

-3.27%

Shares47.8K

Event2026-06-30

Filed2026-07-31

ETR

ENTERGY CORP NEW

-7.59%

Shares37.4K

Event2026-06-30

Filed2026-07-31

CME

CME GROUP INC

16.45%

Shares18.8K

Event2026-06-30

Filed2026-07-31

QCOM

QUALCOMM INC

-6.21%

Shares22.4K

Event2026-06-30

Filed2026-07-31

SEAGATE TECHNOLOGY HLDNGS PLC

59.88%

Shares4.2K

Event2026-06-30

Filed2026-07-31

GLW

CORNING INC

4.58%

Shares15.5K

Event2026-06-30

Filed2026-07-31

MASTERCARD INC

9.64%

Shares7.7K

Event2026-06-30

Filed2026-07-31

DIS

DISNEY WALT CO

-7.07%

Shares40.7K

Event2026-06-30

Filed2026-07-31

ALTRIA GROUP INC

-3.05%

Shares53.1K

Event2026-06-30

Filed2026-07-31

IWV

ISHARES RUSSELL 3000 (MKT)

-4.36%

Shares9.0K

Event2026-06-30

Filed2026-07-31

CMI

CUMMINS INC

-5.31%

Shares5.3K

Event2026-06-30

Filed2026-07-31

BHP

BHP GROUP LIMITED

-0.10%

Shares45.1K

Event2026-06-30

Filed2026-07-31

UBER

UBER TECHNOLOGIES INC

13.89%

Shares52.0K

Event2026-06-30

Filed2026-07-31

CORTEVA INC

-1.56%

Shares43.9K

Event2026-06-30

Filed2026-07-31

AEP

AMERICAN ELEC PWR CO INC JR SB

-3.67%

Shares26.8K

Event2026-06-30

Filed2026-07-31

XLC

STATE STREET COMMUNICATION

0.44%

Shares33.9K

Event2026-06-30

Filed2026-07-31

WASTE MANAGEMENT INC

-2.37%

Shares16.0K

Event2026-06-30

Filed2026-07-31

XLP

STATE STREET CONSUMER STAPLES

-5.04%

Shares42.4K

Event2026-06-30

Filed2026-07-31

SUSA

ISHARES ESG OPTIMIZED MSCI USA

0.00%

Shares22.3K

Event2026-06-30

Filed2026-07-31

IRM

IRON MTN INC

666.15%

Shares27.2K

Event2026-06-30

Filed2026-07-31

CBRE

CBRE GROUP INC

-1.33%

Shares24.7K

Event2026-06-30

Filed2026-07-31

ISHARES CORE TOTAL US BOND

3.34%

Shares32.8K

Event2026-06-30

Filed2026-07-31

DVN

DEVON ENERGY CORP

1087.98%

Shares78.4K

Event2026-06-30

Filed2026-07-31

VBK

VANGUARD SMALL CAP GROWTH ETF

33.35%

Shares8.8K

Event2026-06-30

Filed2026-07-31

VANGUARD TOTAL STOCK MARKET ETF

1.48%

Shares8.6K

Event2026-06-30

Filed2026-07-31

TSN

TYSON FOODS INC

-4.24%

Shares54.3K

Event2026-06-30

Filed2026-07-31

VANGUARD SMALL CAP ETF (MKT)

7.23%

Shares10.2K

Event2026-06-30

Filed2026-07-31

XLE

STATE STREET ENERGY SELECT

4.58%

Shares58.4K

Event2026-06-30

Filed2026-07-31

TFC

TRUIST FINL CORP

1.17%

Shares62.1K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

-0.26%

Shares33.6K

Event2026-06-30

Filed2026-07-31

XYL

XYLEM INC

-2.71%

Shares25.8K

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

-16.37%

Shares125.1K

Event2026-06-30

Filed2026-07-31

GSK PLC

-0.75%

Shares57.4K

Event2026-06-30

Filed2026-07-31

XLB

STATE STREET MATERIALS SELECT

0.21%

Shares58.7K

Event2026-06-30

Filed2026-07-31

BLACKSTONE GROUP INC

1086.17%

Shares24.7K

Event2026-06-30

Filed2026-07-31

IAU

ISHARES GOLD TRUST

36.92%

Shares38.5K

Event2026-06-30

Filed2026-07-31

HLT

HILTON WORLDWIDE HLDGS INC

455.68%

Shares8.6K

Event2026-06-30

Filed2026-07-31

VOT

VANGUARD MID-CAP GROWTH ETF

24.49%

Shares9.0K

Event2026-06-30

Filed2026-07-31

PHM

PULTE GROUP INC

22.09%

Shares20.1K

Event2026-06-30

Filed2026-07-31

TJX

TJX COS INC NEW

0.90%

Shares17.6K

Event2026-06-30

Filed2026-07-31

REGN

REGENERON PHARMACEUTICALS INC

8.51%

Shares4.3K

Event2026-06-30

Filed2026-07-31

ULTA SALON COSMETICS & FRAG INC

0.79%

Shares5.9K

Event2026-06-30

Filed2026-07-31

SUNCOR ENERGY INC

-0.66%

Shares49.3K

Event2026-06-30

Filed2026-07-31

NDAQ

NASDAQ INC

-7.98%

Shares33.1K

Event2026-06-30

Filed2026-07-31

UTILITIES SELECT SECTOR SPDRR

-2.62%

Shares57.2K

Event2026-06-30

Filed2026-07-31

CRM

SALESFORCE INC

-21.07%

Shares16.5K

Event2026-06-30

Filed2026-07-31

VEEV

VEEVA SYS INC

-5.33%

Shares14.2K

Event2026-06-30

Filed2026-07-31

KMB

KIMBERLY CLARK CORP

2.82%

Shares22.5K

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD SMALL CAP VALUE ETF

-2.80%

Shares10.1K

Event2026-06-30

Filed2026-07-31

APD

AIR PRODUCTS & CHEMICALS INC

-9.44%

Shares8.4K

Event2026-06-30

Filed2026-07-31

SHEL

ROYAL DUTCH SHELL PLC

0.33%

Shares31.1K

Event2026-06-30

Filed2026-07-31

AMT

AMERICAN TOWER CORP

-13.67%

Shares14.7K

Event2026-06-30

Filed2026-07-31

EMR

EMERSON ELECTRIC CO

6.34%

Shares16.6K

Event2026-06-30

Filed2026-07-31

SCHW

SCHWAB CHARLES CORP

-7.77%

Shares25.7K

Event2026-06-30

Filed2026-07-31

MUR

MURPHY OIL CORP

-4.86%

Shares72.8K

Event2026-06-30

Filed2026-07-31

EQT

EQT CORPORATION

14.15%

Shares44.5K

Event2026-06-30

Filed2026-07-31

DOMINION ENERGY INC JR

3.78%

Shares34.4K

Event2026-06-30

Filed2026-07-31

NOC

NORTHROP GRUMMAN CORP

-0.67%

Shares4.6K

Event2026-06-30

Filed2026-07-31

GWW

WW GRAINGER INC

482.69%

Shares1.6K

Event2026-06-30

Filed2026-07-31

COP

CONOCOPHILLIPS

4.01%

Shares21.5K

Event2026-06-30

Filed2026-07-31

DVY

ISHARES SELECT DIVIDEND (MKT)

13.95%

Shares14.2K

Event2026-06-30

Filed2026-07-31

VOE

VANGUARD MID-CAP VALUE ETF (MKT)

-2.84%

Shares10.9K

Event2026-06-30

Filed2026-07-31

GENERAL DYNAMICS CORP

-3.69%

Shares5.9K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

-2.92%

Shares7.7K

Event2026-06-30

Filed2026-07-31

BMY

BRISTOL-MYERS SQUIBB CO

-1.77%

Shares35.6K

Event2026-06-30

Filed2026-07-31

SLB

SLB LIMITED

-4.47%

Shares44.0K

Event2026-06-30

Filed2026-07-31

IWB

ISHARES RUSSELL 1000 (MKT)

-1.40%

Shares5.0K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTERNATIONAL INC

0.44%

Shares11.2K

Event2026-06-30

Filed2026-07-31

NUE

NUCOR CORP

-3.15%

Shares8.9K

Event2026-06-30

Filed2026-07-31

USB

US BANCORP DEL

-2.54%

Shares32.8K

Event2026-06-30

Filed2026-07-31

TER

TERADYNE INC

12.22%

Shares4.1K

Event2026-06-30

Filed2026-07-31

HWM

HOWMET AEROSPACE INC

41.68%

Shares7.1K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

40.08%

Shares3.2K

Event2026-06-30

Filed2026-07-31

PAVE

GLOBAL X US INFRASTRUTURE DEV

New

Shares31.6K

Event2026-06-30

Filed2026-07-31

SLV

ISHARES SILVER TRUST (MKT)

55.65%

Shares34.4K

Event2026-06-30

Filed2026-07-31

VNQ

VANGUARD REAL ESTATE ETF

-0.53%

Shares18.7K

Event2026-06-30

Filed2026-07-31

SERVICENOW INC COM

4.68%

Shares18.1K

Event2026-06-30

Filed2026-07-31

ALL

ALLSTATE CORP

-1.71%

Shares7.5K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES S&P 500 GROWTH (MKT)

-0.94%

Shares12.8K

Event2026-06-30

Filed2026-07-31

GE AEROSPACE

438.89%

Shares4.7K

Event2026-06-30

Filed2026-07-31

MPWR

MONOLITHIC POWER SYSTEMS INC

7.29%

Shares1.3K

Event2026-06-30

Filed2026-07-31

CEG

CONSTELLATION ENERGY CORP

244.80%

Shares6.8K

Event2026-06-30

Filed2026-07-31

BOEING CO DEP CONV

31.20%

Shares7.8K

Event2026-06-30

Filed2026-07-31

AEROVIRONMENT INC

-0.95%

Shares10.2K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD SHARES (MKT)

380.47%

Shares4.5K

Event2026-06-30

Filed2026-07-31

SHOP

SHOPIFY INC

377.32%

Shares14.4K

Event2026-06-30

Filed2026-07-31

ZSCALER INC

-7.76%

Shares11.5K

Event2026-06-30

Filed2026-07-31

TROW

T ROWE PRICE GROUP INC

13.99%

Shares14.1K

Event2026-06-30

Filed2026-07-31

ADI

ANALOG DEVICES INC

-2.02%

Shares4.0K

Event2026-06-30

Filed2026-07-31

EOG

EOG RES INC

-9.05%

Shares12.3K

Event2026-06-30

Filed2026-07-31

CDNS

CADENCE DESIGN SYSTEMS INC

114.37%

Shares4.2K

Event2026-06-30

Filed2026-07-31

VLO

VALERO ENERGY CORP SR GLBL

-2.39%

Shares6.0K

Event2026-06-30

Filed2026-07-31

AXP

AMERICAN EXPRESS CO

-0.75%

Shares4.4K

Event2026-06-30

Filed2026-07-31

GPC

GENUINE PARTS CO GLBL NT

-2.43%

Shares12.3K

Event2026-06-30

Filed2026-07-31

QUANTA SERVICES INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-31

IYH

ISHARES US HEALTHCARE (MKT)

0.00%

Shares21.1K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

7.26%

Shares10.1K

Event2026-06-30

Filed2026-07-31

XLRE

THE REAL ESTATE SLECT SECTOR

2.59%

Shares31.8K

Event2026-06-30

Filed2026-07-31

DRI

DARDEN RESTAURANTS INC

-4.86%

Shares6.8K

Event2026-06-30

Filed2026-07-31

ADOBE SYSTEMS INC

11.94%

Shares6.8K

Event2026-06-30

Filed2026-07-31

IWR

ISHARES RUSSELL MID-CAP (MKT)

-35.80%

Shares12.5K

Event2026-06-30

Filed2026-07-31

MPC

MARATHON PETE CORP

5.63%

Shares5.4K

Event2026-06-30

Filed2026-07-31

NVS

NOVARTIS AG

2.13%

Shares8.4K

Event2026-06-30

Filed2026-07-31

MLM

MARTIN MARIETTA MATERIALS INC

0.88%

Shares2.3K

Event2026-06-30

Filed2026-07-31

CBSH

COMMERCE BANCSHARES INC

2.91%

Shares22.2K

Event2026-06-30

Filed2026-07-31

COLGATE PALMOLIVE CO

-2.55%

Shares13.9K

Event2026-06-30

Filed2026-07-31

INGERSOLL RAND INC

New

Shares15.5K

Event2026-06-30

Filed2026-07-31

ITT

ITT INC

-4.25%

Shares6.4K

Event2026-06-30

Filed2026-07-31

MCK

MCKESSON CORP

76.03%

Shares1.7K

Event2026-06-30

Filed2026-07-31

VRT

VERTIV HOLDINGS CO

151.65%

Shares3.7K

Event2026-06-30

Filed2026-07-31

CVS

CVS HEALTH CORPORATION

189.63%

Shares11.6K

Event2026-06-30

Filed2026-07-31

HELO

JPMORGAN HEDGED EQUITY LDRD

52.97%

Shares17.5K

Event2026-06-30

Filed2026-07-31

VDE

VANGUARD ENERGY ETF (MKT)

-0.19%

Shares7.8K

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD DIVIDEND APPREC IDX ETF

-4.32%

Shares4.8K

Event2026-06-30

Filed2026-07-31

CTAS

CINTAS CORP

New

Shares6.6K

Event2026-06-30

Filed2026-07-31

OZK

BANK OZK

0.00%

Shares21.6K

Event2026-06-30

Filed2026-07-31

IYJ

ISHARES US INDUSTRIALS (MKT)

-1.14%

Shares6.7K

Event2026-06-30

Filed2026-07-31

FANG

DIAMONDBACK ENERGY INC

-38.67%

Shares6.2K

Event2026-06-30

Filed2026-07-31

VST

VISTRA ENERGY CORP COM

New

Shares6.7K

Event2026-06-30

Filed2026-07-31

IYC

ISHARES US CONSUMER SERVICES

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-31

BKLN

INVESCO EXCHNG TRADED FD TR II

377.91%

Shares49.8K

Event2026-06-30

Filed2026-07-31

FREEPORT-MCMORAN INC

13.12%

Shares16.1K

Event2026-06-30

Filed2026-07-31

CHUBB LIMITED

-3.15%

Shares2.9K

Event2026-06-30

Filed2026-07-31

PPG

PPG INDUSTRIES INC

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-31

ADP

AUTOMATIC DATA PROCESSING INC

-19.25%

Shares4.4K

Event2026-06-30

Filed2026-07-31

ANGL

VANECK VECTORS FALLEN ANGEL

New

Shares33.9K

Event2026-06-30

Filed2026-07-31

VMC

VULCAN MATERIALS CO

76.32%

Shares3.4K

Event2026-06-30

Filed2026-07-31

URI

UNITED RENTALS INC

New

Shares870

Event2026-06-30

Filed2026-07-31

FTNT

FORTINET INC

155.29%

Shares6.4K

Event2026-06-30

Filed2026-07-31

SWKS

SKYWORKS SOLUTIONS INC

22.02%

Shares14.4K

Event2026-06-30

Filed2026-07-31

VIS

VANGUARD INDUSTRIALS ETF (MKT)

-7.34%

Shares2.7K

Event2026-06-30

Filed2026-07-31

AT&T INC GLBL NT

0.74%

Shares44.5K

Event2026-06-30

Filed2026-07-31

ISHARES CORE MSCI EAFE

1.82%

Shares9.3K

Event2026-06-30

Filed2026-07-31

HRL

HORMEL FOODS CORP

9.79%

Shares36.1K

Event2026-06-30

Filed2026-07-31

IDU

ISHARES US UTILITIES (MKT)

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-31

ENB

ENBRIDGE INC

-1.33%

Shares16.2K

Event2026-06-30

Filed2026-07-31

GVI

ISHARES INTM GOVERNMENT/CREDIT

-18.16%

Shares8.0K

Event2026-06-30

Filed2026-07-31

IYK

ISHARES US CONSUMER STAPLES ETF

-0.58%

Shares11.5K

Event2026-06-30

Filed2026-07-31

BBHY

JPMORGAN HIGH YIELD RESEARCH ENH

1.43%

Shares17.8K

Event2026-06-30

Filed2026-07-31

MINT

PIMCO ENHANCED SHORT MATURITY

22.35%

Shares8.1K

Event2026-06-30

Filed2026-07-31

IWS

ISHARES RUSSELL MID-CAP VALUE

33.64%

Shares4.9K

Event2026-06-30

Filed2026-07-31

CROWDSTRIKE HLDGS INC

100.38%

Shares1.1K

Event2026-06-30

Filed2026-07-31

IJT

ISHARES S&P SMALL-CAP 600 GROWTH

6.25%

Shares4.5K

Event2026-06-30

Filed2026-07-31

MEDTRONIC PLC

18.88%

Shares10.2K

Event2026-06-30

Filed2026-07-31

AVEM

AVANTIS EMG MARKETS EQ ETF

New

Shares8.3K

Event2026-06-30

Filed2026-07-31

TRANE TECHNOLOGIES PLC

144.85%

Shares1.6K

Event2026-06-30

Filed2026-07-31

PERMIAN RESOURCES CORP

0.00%

Shares43.0K

Event2026-06-30

Filed2026-07-31

WCN

WASTE CONNECTIONS INC

New

Shares4.7K

Event2026-06-30

Filed2026-07-31

EXC

EXELON CORP

-2.23%

Shares16.1K

Event2026-06-30

Filed2026-07-31

BRK.A

BERKSHIRE HATHAWAY INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO & CO

42.69%

Shares9.0K

Event2026-06-30

Filed2026-07-31

VOX

VANGUARD COMMUNICATION SRVCS

-0.71%

Shares3.9K

Event2026-06-30

Filed2026-07-31

IYM

ISHARES U.S. BASIC MATERIALS ETF

-1.15%

Shares4.0K

Event2026-06-30

Filed2026-07-31

VHT

VANGUARD HEALTH CARE INDEX FUND

-4.00%

Shares2.4K

Event2026-06-30

Filed2026-07-31

SYK

STRYKER CORP

-2.66%

Shares2.2K

Event2026-06-30

Filed2026-07-31

DON

WISDOMTREE US MIDCAP DIVIDEND

-11.80%

Shares12.0K

Event2026-06-30

Filed2026-07-31

CARR

CARRIER GLOBAL CORPORATION

-5.65%

Shares9.0K

Event2026-06-30

Filed2026-07-31

BF.B

BROWN-FORMAN CORP

0.00%

Shares24.5K

Event2026-06-30

Filed2026-07-31

ECL

ECOLAB INC

-1.84%

Shares2.2K

Event2026-06-30

Filed2026-07-31

IYF

ISHARES US FINANCIALS (MKT)

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-31

MGK

VANGUARD MEGA CAP GROWTH INDEX

400.00%

Shares7.0K

Event2026-06-30

Filed2026-07-31

KBE

STATE STREET SPDR S&P BANK ETF

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-31

TDY

TELEDYNE TECHNOLOGIES INC

0.00%

Shares915

Event2026-06-30

Filed2026-07-31

VCR

VANGUARD CONSUMER DISCRETIONARY

-4.47%

Shares1.5K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES CORE MSCI EMERGING

New

Shares7.2K

Event2026-06-30

Filed2026-07-31

SFM

SPROUTS FMRS MKT INC

New

Shares7.0K

Event2026-06-30

Filed2026-07-31

LHX

L3HARRIS TECHNOLOGIES INC COM

3.60%

Shares2.0K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR

-10.18%

Shares1.2K

Event2026-06-30

Filed2026-07-31

EAT

BRINKER INTERNATIONAL INC

0.62%

Shares3.4K

Event2026-06-30

Filed2026-07-31

IQV

IQVIA HLDGS INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-31

CITIGROUP INC PERP -JJ

-14.26%

Shares3.9K

Event2026-06-30

Filed2026-07-31

CMCSA

COMCAST CORP

26.40%

Shares22.5K

Event2026-06-30

Filed2026-07-31

PALANTIR TECHNOLOGIES INC

New

Shares4.7K

Event2026-06-30

Filed2026-07-31

VYM

VANGUARD HIGH DIVIDEND YIELD

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-31

IGIB

ISHARES INTERMEDIATE-TERM

-1.53%

Shares10.2K

Event2026-06-30

Filed2026-07-31

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-31

CRANE COMPANY

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-31

BND

VANGUARD TOTAL BOND MARKET ETF

39.43%

Shares7.1K

Event2026-06-30

Filed2026-07-31

SNA

SNAP-ON INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-31

YUM

YUM! BRANDS INC

0.68%

Shares3.2K

Event2026-06-30

Filed2026-07-31

BNDX

VANGUARD TOTAL INTERNATIONAL

12.67%

Shares10.6K

Event2026-06-30

Filed2026-07-31

VDC

VANGUARD CONSUMER STAPLES ETF

-0.22%

Shares2.2K

Event2026-06-30

Filed2026-07-31

JOHNSON CTLS INTL PLC SHS

10.08%

Shares3.5K

Event2026-06-30

Filed2026-07-31

IBB

ISHARES NASDAQ BIOTECHNOLOGY

-1.87%

Shares2.6K

Event2026-06-30

Filed2026-07-31

CLH

CLEAN HARBORS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-31

IYE

ISHARES US ENERGY (MKT)

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-31

VFH

VANGUARD FINANCIALS INDEX FUND

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-31

UPS

UNITED PARCEL SERVICE

74.12%

Shares4.5K

Event2026-06-30

Filed2026-07-31

NSC

NORFOLK SOUTHERN CORP

-24.30%

Shares1.5K

Event2026-06-30

Filed2026-07-31

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS

-7.00%

Shares12.4K

Event2026-06-30

Filed2026-07-31

HONEYWELL INTERNATIONAL INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-31

KMI

KINDER MORGAN INC

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-31

HONEYWELL AEROSPACE INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-31

THE TRAVELERS COMPANIES INC

3.19%

Shares1.4K

Event2026-06-30

Filed2026-07-31

CSX

CSX CORP

16.04%

Shares9.6K

Event2026-06-30

Filed2026-07-31

FDX

FEDEX CORP SR NT

-1.36%

Shares1.5K

Event2026-06-30

Filed2026-07-31

TRMB

TRIMBLE INC

-46.19%

Shares8.8K

Event2026-06-30

Filed2026-07-31

CWB

STATE STREET SPDR BLOOMBERG

New

Shares4.1K

Event2026-06-30

Filed2026-07-31

ROK

ROCKWELL AUTOMATION INC

50.00%

Shares882

Event2026-06-30

Filed2026-07-31

RALPH LAUREN CORP SR GLBL NT

-48.03%

Shares1.1K

Event2026-06-30

Filed2026-07-31

CWEN

CLEARWAY ENERGY INC

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-31

NEM

NEWMONT GOLDCORP

-7.43%

Shares4.5K

Event2026-06-30

Filed2026-07-31

SMBC

SOUTHERN MO BANCORP INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-31

JBL

JABIL CIRCUIT INC

-9.48%

Shares1.1K

Event2026-06-30

Filed2026-07-31

NUVEEN ESG MID CP VAL ETF

-9.97%

Shares9.6K

Event2026-06-30

Filed2026-07-31

EXPD

EXPEDITORS INTERNATIONAL

-9.73%

Shares2.5K

Event2026-06-30

Filed2026-07-31

BP PLC

-8.49%

Shares11.2K

Event2026-06-30

Filed2026-07-31

COHR

COHERENT CORP

1.19%

Shares1.0K

Event2026-06-30

Filed2026-07-31

VPU

VANGUARD UTILITIES ETF (MKT)

-1.20%

Shares2.1K

Event2026-06-30

Filed2026-07-31

RSG

REPUBLIC SERVICES INC

8.28%

Shares1.9K

Event2026-06-30

Filed2026-07-31

PKG

PACKAGING CORP AMERICA

2.55%

Shares1.6K

Event2026-06-30

Filed2026-07-31

OTIS

OTIS WORLDWIDE CORP GLBL

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-31

DKS

DICK'S SPORTING GOODS INC

-19.23%

Shares1.7K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD S&P 500 ETF

45.79%

Shares554

Event2026-06-30

Filed2026-07-31

TQQQ

PROSHARES ILTRPRO QQQ

New

Shares4.6K

Event2026-06-30

Filed2026-07-31

DBEF

DEUTSCHE X-TRACKERS MSCI EAFE

New

Shares6.8K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

-42.25%

Shares898

Event2026-06-30

Filed2026-07-31

S&P GLOBAL INC

4.64%

Shares902

Event2026-06-30

Filed2026-07-31

KRE

STATE STREET SPDR S&P REGIONAL

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-31

LABU

DIREXION DAILY S&P BIOTECH BULL

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-31

CEF

SPROTT PHYSICAL GOLD & SILVER

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-31

NUMG

NUVEEN ESG MIDCP GWTH ETF

-9.83%

Shares7.2K

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK INC

26.98%

Shares353

Event2026-06-30

Filed2026-07-31

ITW

ILLINOIS TOOL WORKS INC

-1.51%

Shares1.2K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES RUSSELL 1000 VALUE (MKT)

New

Shares1.4K

Event2026-06-30

Filed2026-07-31

PLD

PROLOGIS INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-31

REGIONS FINANCIAL CORP NEW

-9.86%

Shares10.5K

Event2026-06-30

Filed2026-07-31

ZOETIS INC

-16.37%

Shares4.4K

Event2026-06-30

Filed2026-07-31

GRMN

GARMIN LTD

-0.53%

Shares1.3K

Event2026-06-30

Filed2026-07-31

3M CO

1.02%

Shares1.9K

Event2026-06-30

Filed2026-07-31

KEX

KIRBY CORP

0.63%

Shares2.2K

Event2026-06-30

Filed2026-07-31

AZO

AUTOZONE INC

New

Shares93

Event2026-06-30

Filed2026-07-31

UBS

UBS GROUP AG SHS

-7.03%

Shares5.9K

Event2026-06-30

Filed2026-07-31

KEYS

KEYSIGHT TECHNOLOGIES INC

12.84%

Shares835

Event2026-06-30

Filed2026-07-31

SRE

SEMPRA FXD

-0.86%

Shares3.1K

Event2026-06-30

Filed2026-07-31

GIS

GENERAL MILLS INC SR GLBL NT

-7.18%

Shares8.3K

Event2026-06-30

Filed2026-07-31

ASTRAZENECA PLC

9.31%

Shares1.5K

Event2026-06-30

Filed2026-07-31

SHLD

GLOBAL X DEFENSE TECH ETF

New

Shares4.8K

Event2026-06-30

Filed2026-07-31

AOS

SMITH A O CORP

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-31

AKAMAI TECHNOLOGIES INC

3.03%

Shares2.4K

Event2026-06-30

Filed2026-07-31

ROP

ROPER TECHNOLOGIES INC

-4.49%

Shares830

Event2026-06-30

Filed2026-07-31

VAW

VANGUARD MATERIALS ETF (MKT)

-0.33%

Shares1.2K

Event2026-06-30

Filed2026-07-31

VGUS

VANGUARD ULTRA-SHORT TREASURY

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-31

BWXT

BWX TECHNOLOGIES INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-31

MAR

MARRIOTT INTERNATIONAL INC

New

Shares731

Event2026-06-30

Filed2026-07-31

EFV

ISHARES MSCI EAFE VALUE (MKT)

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-31

IVE

ISHARES S&P 500 VALUE (MKT)

-2.79%

Shares1.2K

Event2026-06-30

Filed2026-07-31

HSY

HERSHEY CO

-3.01%

Shares1.5K

Event2026-06-30

Filed2026-07-31

COF

CAPITAL ONE FINL CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-31

AMERIPRISE FINANCIAL INC

New

Shares552

Event2026-06-30

Filed2026-07-31

BSV

VANGUARD SHORT-TERM BOND ETF

-42.06%

Shares3.2K

Event2026-06-30

Filed2026-07-31

CENTERPOINT ENERGY INC

-0.35%

Shares5.7K

Event2026-06-30

Filed2026-07-31

ARLP

ALLIANCE RESOURCE PARTNERS

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-31

PGR

PROGRESSIVE CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-31

AJG

GALLAGHER ARTHUR J & CO

-11.12%

Shares1.1K

Event2026-06-30

Filed2026-07-31

DOV

DOVER CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-31

MDLZ

MONDELEZ INTL INC

0.69%

Shares4.2K

Event2026-06-30

Filed2026-07-31

RIO

RIO TINTO PLC

3.35%

Shares2.5K

Event2026-06-30

Filed2026-07-31

VGSH

VANGUARD SHORT-TERM TREASURY

10.15%

Shares4.1K

Event2026-06-30

Filed2026-07-31

MRVL

MARVELL TECHNOLOGY GROUP LTD

New

Shares795

Event2026-06-30

Filed2026-07-31

IJK

ISHARES S&P MIDCAP 400 GROWTH

New

Shares2.0K

Event2026-06-30

Filed2026-07-31

SPG

SIMON PROPERTY GROUP INC NEW

New

Shares1.0K

Event2026-06-30

Filed2026-07-31

TDG

TRANSDIGM GROUP INC

-63.91%

Shares170

Event2026-06-30

Filed2026-07-31

ALPS SECTOR DIVIDEND DOGS ETF

-3.67%

Shares3.3K

Event2026-06-30

Filed2026-07-31

IJJ

ISHARES S&P MID-CAP 400 VALUE

New

Shares1.5K

Event2026-06-30

Filed2026-07-31

AIQ

GLOBAL X ARTFCL INTLGC & TECH

New

Shares3.3K

Event2026-06-30

Filed2026-07-31

VXF

VANGUARD EXTENDED MARKET INDEX

New

Shares867

Event2026-06-30

Filed2026-07-31

MUB

ISHARES NATIONAL AMT-FREE MUNI

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-31

BALL

BALL CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-31

FHI

FEDERATED INVESTORS INC PA

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-31

VGIT

VANGUARD INTER-TRM TREAS INDEX

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-31

FIRSTENERGY CORP

-4.50%

Shares4.2K

Event2026-06-30

Filed2026-07-31

VEU

VANGUARD FTSE ALL-WORLD EX-US

New

Shares2.4K

Event2026-06-30

Filed2026-07-31

FORD MOTOR COMPANY

1.34%

Shares14.4K

Event2026-06-30

Filed2026-07-31

RIG

TRANSOCEAN LTD

-14.29%

Shares24.0K

Event2026-06-30

Filed2026-07-31

SLI

STANDARD LITHIUM LTD

-24.43%

Shares31.2K

Event2026-06-30

Filed2026-07-31

VUZI

VUZIX CORP COM

0.00%

Shares26.8K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available