Sponsored

The Analysis of UNIVEST FINANCIAL Corp's Holdings & P&L

Currently, UNIVEST FINANCIAL Corp holds 275 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in MGK (+156.2K shares, valued at $13.7M), IUSB (+177.5K shares, valued at $8.2M), VUG (+32.7K shares, valued at $2.8M); decreased their positions in MDYG (-60.4K shares, valued at $6.8M), SPSM (-88.6K shares, valued at $5.1M), MU (-2.9K shares, valued at $3.3M); initiated new positions in N/A (+8.4K shares, valued at $1.3M), N/A (+557 shares, valued at $425.1K), EFA (+4.0K shares, valued at $420.2K).

1M P&L

+5.1M+0.34%

3M P&L

+76.5M+5.27%

HY P&L

+82.1M+5.68%

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/A521.8M

33.7%

2Semiconductors145.2M

9.4%

3Consumer Electronics103.4M

6.7%

Top Industries by Stock Count

1N/A78 stocks

33.6%

2Semiconductors9 stocks

3.9%

3Software - Application8 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VXUS VANGUARD STAR FDS2.2M shares1.07%2026-06-302026-08-07

SPDR SERIES TRUST SPDR SERIES TRUST1.8M shares1.42%2026-06-302026-08-07

AAPL APPLE INC357.5K shares0.13%2026-06-302026-08-07

GOOGL ALPHABET INC241.5K shares1.41%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC62.2K shares-4.42%2026-06-302026-08-07

MSFT MICROSOFT CORP183.3K shares4.11%2026-06-302026-08-07

NVDA NVIDIA CORPORATION330.3K shares4.46%2026-06-302026-08-07

AMZN AMAZON COM INC269.4K shares2.23%2026-06-302026-08-07

Sponsored

SPAB SPDR SERIES TRUST2.4M shares-2.70%2026-06-302026-08-07

IUSB ISHARES TR1.3M shares16.11%2026-06-302026-08-07

BROADCOM INC BROADCOM INC140.3K shares0.57%2026-06-302026-08-07

LLY ELI LILLY & CO33.8K shares4.24%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC63.7K shares2.11%2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC344.8K shares2.19%2026-06-302026-08-07

XLE SELECT SECTOR SPDR TR560.5K shares1.95%2026-06-302026-08-07

APPLIED MATLS INC APPLIED MATLS INC37.6K shares-8.16%2026-06-302026-08-07

Sponsored

VISA INC VISA INC76.9K shares-1.54%2026-06-302026-08-07

VOO VANGUARD INDEX FDS37.7K shares-6.94%2026-06-302026-08-07

UVSP UNIVEST FINANCIAL CORPORATIO503.4K shares0.34%2026-06-302026-08-07

SPYG SPDR SERIES TRUST172.6K shares8.34%2026-06-302026-08-07

S&P GLOBAL INC S&P GLOBAL INC50.2K shares8.87%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC48.0K shares-3.30%2026-06-302026-08-07

BLK BLACKROCK INC18.5K shares5.10%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON69.5K shares1.44%2026-06-302026-08-07

Sponsored

MGK VANGUARD WORLD FD195.6K shares397.30%2026-06-302026-08-07

TMO THERMO FISHER SCIENTIFIC INC33.8K shares1.66%2026-06-302026-08-07

URI UNITED RENTALS INC14.8K shares-6.83%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION17.7K shares-3.69%2026-06-302026-08-07

FICO FAIR ISAAC CORP13.8K shares19.33%2026-06-302026-08-07

MUB ISHARES TR148.5K shares3.30%2026-06-302026-08-07

VTV VANGUARD INDEX FDS68.4K shares11.27%2026-06-302026-08-07

SNPS SYNOPSYS INC32.9K shares7.77%2026-06-302026-08-07

Sponsored

AXP AMERICAN EXPRESS CO40.6K shares-2.62%2026-06-302026-08-07

PM PHILIP MORRIS INTL INC71.4K shares-7.16%2026-06-302026-08-07

TJX TJX COS INC NEW84.5K shares-4.88%2026-06-302026-08-07

TEL TE CONNECTIVITY PLC59.8K shares-4.91%2026-06-302026-08-07

LHX L3HARRIS TECHNOLOGIES INC40.6K shares-6.10%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS30.9K shares1.71%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO34.4K shares0.81%2026-06-302026-08-07

FTNT FORTINET INC71.8K shares21.05%2026-06-302026-08-07

Sponsored

ANET ARISTA NETWORKS INC62.8K shares9.41%2026-06-302026-08-07

AMT AMERICAN TOWER CORP62.9K shares-3.43%2026-06-302026-08-07

SHW SHERWIN WILLIAMS CO29.1K shares-5.92%2026-06-302026-08-07

GOOG ALPHABET INC26.4K shares1.72%2026-06-302026-08-07

FDX FEDEX CORP29.1K shares-2.53%2026-06-302026-08-07

SCHW SCHWAB CHARLES CORP98.0K shares0.81%2026-06-302026-08-07

BAC BANK OF AMER CORP155.4K shares-2.63%2026-06-302026-08-07

CRM SALESFORCE INC55.6K shares-5.28%2026-06-302026-08-07

Sponsored

MDLZ MONDELEZ INTL INC148.9K shares-6.65%2026-06-302026-08-07

EME EMCOR GROUP INC10.4K shares16.85%2026-06-302026-08-07

REGN REGENERON PHARMACEUTICALS13.1K shares-7.98%2026-06-302026-08-07

CASY CASEYS GEN STORES INC9.8K shares12.63%2026-06-302026-08-07

BR BROADRIDGE FINL SOLUTIONS IN56.0K shares10.65%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED14.8K shares16.10%2026-06-302026-08-07

MNST MONSTER BEVERAGE CORP NEW77.2K shares23.18%2026-06-302026-08-07

TD TORONTO DOMINION BK ONT60.7K shares0.00%2026-06-302026-08-07

Sponsored

ECL ECOLAB INC25.3K shares19.84%2026-06-302026-08-07

ULTA BEAUTY INC ULTA BEAUTY INC15.3K shares-1.91%2026-06-302026-08-07

MDYG SPDR SERIES TRUST61.0K shares-49.75%2026-06-302026-08-07

UBER UBER TECHNOLOGIES INC93.2K shares26.81%2026-06-302026-08-07

EQIX EQUINIX INC6.4K shares8.72%2026-06-302026-08-07

XLK SELECT SECTOR SPDR TR32.9K shares1.21%2026-06-302026-08-07

PH PARKER-HANNIFIN CORP6.4K shares21.29%2026-06-302026-08-07

TDG TRANSDIGM GROUP INC4.3K shares21.66%2026-06-302026-08-07

Sponsored

HD HOME DEPOT INC16.0K shares-6.77%2026-06-302026-08-07

ICE INTERCONTINENTAL EXCHANGE IN45.6K shares23.63%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC47.5K shares3.19%2026-06-302026-08-07

ADOBE INC ADOBE INC26.5K shares-1.54%2026-06-302026-08-07

GLW CORNING INC20.7K shares-7.44%2026-06-302026-08-07

WMT WALMART INC45.7K shares0.83%2026-06-302026-08-07

ISHARES TR ISHARES TR6.8K shares70.93%2026-06-302026-08-07

JNK SPDR SERIES TRUST50.8K shares14.42%2026-06-302026-08-07

Sponsored

MBB ISHARES TR50.6K shares18.29%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP33.3K shares2.72%2026-06-302026-08-07

AMGN AMGEN INC12.5K shares-0.26%2026-06-302026-08-07

VRTX VERTEX PHARMACEUTICALS INC9.0K shares28.12%2026-06-302026-08-07

ISRG INTUITIVE SURGICAL INC11.3K shares23.00%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP8.6K shares2.10%2026-06-302026-08-07

SPDW SPDR INDEX SHS FDS86.4K shares2.21%2026-06-302026-08-07

EXLS EXLSERVICE HLDGS INC167.6K shares32.90%2026-06-302026-08-07

Sponsored

IDEXX LABS INC IDEXX LABS INC8.1K shares22.55%2026-06-302026-08-07

CAT CATERPILLAR INC3.9K shares-2.64%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.6K shares-1.89%2026-06-302026-08-07

ABNB AIRBNB INC29.0K shares27.71%2026-06-302026-08-07

MCD MCDONALDS CORP14.7K shares2.76%2026-06-302026-08-07

SERVICENOW INC SERVICENOW INC38.8K shares41.44%2026-06-302026-08-07

PEP PEPSICO INC28.2K shares-1.01%2026-06-302026-08-07

VTEB VANGUARD MUN BD FDS75.5K shares9.68%2026-06-302026-08-07

Sponsored

BNDX VANGUARD CHARLOTTE FDS78.0K shares13.38%2026-06-302026-08-07

ZOETIS INC ZOETIS INC51.9K shares-1.20%2026-06-302026-08-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND29.9K shares-0.89%2026-06-302026-08-07

SLYG SPDR SERIES TRUST30.4K shares19.29%2026-06-302026-08-07

BX BLACKSTONE INC30.4K shares16.58%2026-06-302026-08-07

VOE VANGUARD INDEX FDS18.0K shares10.05%2026-06-302026-08-07

PG PROCTER & GAMBLE CO23.7K shares3.66%2026-06-302026-08-07

SLYV SPDR SERIES TRUST31.6K shares15.10%2026-06-302026-08-07

Sponsored

UNP UNION PAC CORP12.7K shares-0.60%2026-06-302026-08-07

VUG VANGUARD INDEX FDS39.5K shares481.40%2026-06-302026-08-07

DAR DARLING INGREDIENTS INC61.4K shares-4.37%2026-06-302026-08-07

MRK MERCK & CO INC24.6K shares-1.71%2026-06-302026-08-07

WASTE MGMT INC DEL WASTE MGMT INC DEL13.6K shares3.26%2026-06-302026-08-07

ADI ANALOG DEVICES INC7.6K shares1.00%2026-06-302026-08-07

DT DYNATRACE INC67.8K shares38.42%2026-06-302026-08-07

IJH ISHARES TR38.6K shares-5.01%2026-06-302026-08-07

Sponsored

TSLA TESLA INC6.9K shares3.40%2026-06-302026-08-07

MMC MARSH & MCLENNAN COS INC17.3K shares-2.48%2026-06-302026-08-07

IJR ISHARES TR19.1K shares-11.31%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL5.4K shares1.29%2026-06-302026-08-07

ABT ABBOTT LABORATORIES29.2K shares-0.51%2026-06-302026-08-07

MET METLIFE INC29.7K shares3.10%2026-06-302026-08-07

RMD RESMED INC12.8K shares28.54%2026-06-302026-08-07

INTU INTUIT9.2K shares54.76%2026-06-302026-08-07

Sponsored

XLV SELECT SECTOR SPDR TR14.7K shares7.72%2026-06-302026-08-07

CRH CRH PLC21.3K shares5.39%2026-06-302026-08-07

PLD PROLOGIS INC.15.5K shares3.49%2026-06-302026-08-07

NETFLIX INC. NETFLIX INC.28.0K shares2.43%2026-06-302026-08-07

EFV ISHARES TR26.0K shares0.34%2026-06-302026-08-07

BMY BRISTOL-MYERS SQUIBB CO34.2K shares-0.08%2026-06-302026-08-07

QQQ INVESCO QQQ TR2.6K shares-20.46%2026-06-302026-08-07

WSO WATSCO INC4.6K shares1.37%2026-06-302026-08-07

Sponsored

CME CME GROUP INC8.3K shares-4.83%2026-06-302026-08-07

XLP SELECT SECTOR SPDR TR21.4K shares-10.60%2026-06-302026-08-07

ABBVIE INC ABBVIE INC6.9K shares-1.02%2026-06-302026-08-07

INTC INTEL CORP12.1K shares26.86%2026-06-302026-08-07

ETR ENTERGY CORP NEW14.5K shares0.47%2026-06-302026-08-07

WEC WEC ENERGY GROUP INC13.7K shares1.38%2026-06-302026-08-07

DFAC DIMENSIONAL ETF TRUST35.2K shares-1.62%2026-06-302026-08-07

SNA SNAP ON INC3.8K shares3.76%2026-06-302026-08-07

Sponsored

QUANTA SVCS INC QUANTA SVCS INC2.1K shares0.00%2026-06-302026-08-07

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-08-07

ROST ROSS STORES INC6.9K shares32.76%2026-06-302026-08-07

CVX CHEVRON CORPORATION8.9K shares9.06%2026-06-302026-08-07

ISHARES TR ISHARES TR15.2K shares-0.30%2026-06-302026-08-07

NSC NORFOLK SOUTHN CORP4.6K shares1.29%2026-06-302026-08-07

SPEM SPDR INDEX SHS FDS27.0K shares10.71%2026-06-302026-08-07

MCO MOODYS CORP3.1K shares8.04%2026-06-302026-08-07

Sponsored

ETN EATON CORP PLC3.3K shares0.09%2026-06-302026-08-07

CINF CINCINNATI FINL CORP7.4K shares-5.03%2026-06-302026-08-07

COP CONOCOPHILLIPS13.0K shares1.55%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC2.3K shares79.30%2026-06-302026-08-07

INGR INGREDION INC13.9K shares6.75%2026-06-302026-08-07

FAST FASTENAL CO26.7K shares-0.88%2026-06-302026-08-07

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC8.4K sharesnew addition2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION6.6K shares29.51%2026-06-302026-08-07

Sponsored

XLF SELECT SECTOR SPDR TR23.3K shares-16.34%2026-06-302026-08-07

IYW ISHARES TR4.9K shares0.00%2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS17.2K shares1.22%2026-06-302026-08-07

VNQ VANGUARD INDEX FDS12.4K shares-12.84%2026-06-302026-08-07

LRCX LAM RESEARCH CORP2.6K shares50.60%2026-06-302026-08-07

KMI KINDER MORGAN INC DEL35.5K shares3.15%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS INC26.1K shares-2.72%2026-06-302026-08-07

XLC SELECT SECTOR SPDR TR10.3K shares-17.76%2026-06-302026-08-07

Sponsored

XLY SELECT SECTOR SPDR TR9.4K shares-18.25%2026-06-302026-08-07

CMCSA COMCAST CORP NEW41.1K shares-12.82%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS3.6K shares39.70%2026-06-302026-08-07

IWR ISHARES TR9.1K shares23.85%2026-06-302026-08-07

BIL SPDR SERIES TRUST10.9K shares-33.38%2026-06-302026-08-07

XLI SELECT SECTOR SPDR TR5.3K shares81.16%2026-06-302026-08-07

GE GE AEROSPACE2.6K shares-2.66%2026-06-302026-08-07

ORACLE CORP ORACLE CORP6.6K shares1.49%2026-06-302026-08-07

Sponsored

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC7.1K shares1.32%2026-06-302026-08-07

VGT VANGUARD WORLD FD7.9K shares700.00%2026-06-302026-08-07

LOW LOWES COS INC4.3K shares-0.09%2026-06-302026-08-07

XYL XYLEM INC7.9K shares3.57%2026-06-302026-08-07

WSFS WSFS FINL CORP11.6K shares0.00%2026-06-302026-08-07

DGRO ISHARES TR11.6K shares0.32%2026-06-302026-08-07

SPSM SPDR SERIES TRUST14.6K shares-85.83%2026-06-302026-08-07

EFX EQUIFAX INC5.3K shares0.00%2026-06-302026-08-07

Sponsored

EFG ISHARES TR6.7K shares0.48%2026-06-302026-08-07

PNC PNC FINL SVCS GROUP INC3.3K shares7.31%2026-06-302026-08-07

KO COCA COLA CO9.4K shares-1.06%2026-06-302026-08-07

LIN LINDE PLC1.5K shares0.90%2026-06-302026-08-07

CEG CONSTELLATION ENERGY CORP3.0K shares-0.39%2026-06-302026-08-07

IWP ISHARES TR5.1K shares0.08%2026-06-302026-08-07

VGSH VANGUARD SCOTTSDALE FDS12.8K shares0.00%2026-06-302026-08-07

GEV GE VERNOVA INC625 shares-6.02%2026-06-302026-08-07

Sponsored

DHI D R HORTON INC4.4K shares-4.96%2026-06-302026-08-07

SSNC SS&C TECH HLDGS11.7K shares-57.59%2026-06-302026-08-07

PPL CORP PPL CORP19.5K shares-0.78%2026-06-302026-08-07

MO ALTRIA GROUP INC9.7K shares-4.54%2026-06-302026-08-07

SBUX STARBUCKS CORP6.6K shares1.23%2026-06-302026-08-07

BA BOEING CO3.1K shares45.45%2026-06-302026-08-07

CTAS CINTAS CORP3.8K shares0.50%2026-06-302026-08-07

VBR VANGUARD INDEX FDS2.6K shares-1.21%2026-06-302026-08-07

Sponsored

IWO ISHARES TR1.6K shares-1.56%2026-06-302026-08-07

ITOT ISHARES TR3.7K shares-2.56%2026-06-302026-08-07

DIS DISNEY WALT CO6.2K shares-2.06%2026-06-302026-08-07

DUK DUKE ENERGY CORP NEW4.7K shares79.65%2026-06-302026-08-07

SOUTHERN CO SOUTHERN CO6.2K shares48.24%2026-06-302026-08-07

MS MORGAN STANLEY2.8K shares13.41%2026-06-302026-08-07

SYK STRYKER CORPORATION1.8K shares-0.16%2026-06-302026-08-07

COF CAPITAL ONE FINL CORP2.8K shares14.37%2026-06-302026-08-07

Sponsored

ORLY OREILLY AUTOMOTIVE INC6.0K shares0.05%2026-06-302026-08-07

VDE VANGUARD WORLD FD3.7K shares0.00%2026-06-302026-08-07

IXUS ISHARES TR5.6K shares-4.38%2026-06-302026-08-07

CAH CARDINAL HEALTH INC2.2K shares6.64%2026-06-302026-08-07

VB VANGUARD INDEX FDS1.7K shares0.70%2026-06-302026-08-07

SPMD SPDR SERIES TRUST7.6K shares-10.29%2026-06-302026-08-07

VOT VANGUARD INDEX FDS1.7K shares0.12%2026-06-302026-08-07

PSX PHILLIPS 663.0K shares0.54%2026-06-302026-08-07

Sponsored

CHUBB LIMITED CHUBB LIMITED1.5K shares-0.07%2026-06-302026-08-07

MCK MCKESSON CORP647 shares6.07%2026-06-302026-08-07

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.5K shares0.07%2026-06-302026-08-07

DFAI DIMENSIONAL ETF TRUST11.2K shares0.00%2026-06-302026-08-07

MAR MARRIOTT INTL INC NEW1.2K shares-0.72%2026-06-302026-08-07

HSY HERSHEY CO2.6K shares-2.94%2026-06-302026-08-07

VO VANGUARD INDEX FDS5.7K shares300.85%2026-06-302026-08-07

NUE NUCOR CORP2.0K shares0.34%2026-06-302026-08-07

Sponsored

IWF ISHARES TR3.6K shares164.82%2026-06-302026-08-07

GD GENERAL DYNAMICS CORP1.2K shares-2.35%2026-06-302026-08-07

GLD SPDR GOLD TR1.2K shares-4.58%2026-06-302026-08-07

EXC EXELON CORP9.3K shares0.80%2026-06-302026-08-07

WFC WELLS FARGO & CO5.2K shares2.01%2026-06-302026-08-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC557 sharesnew addition2026-06-302026-08-07

EFA ISHARES TR4.0K sharesnew addition2026-06-302026-08-07

ITW ILLINOIS TOOL WKS INC1.5K shares-1.15%2026-06-302026-08-07

Sponsored

ALL ALLSTATE CORP1.8K shares11.50%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC406 shares32.25%2026-06-302026-08-07

TT TRANE TECHNOLOGIES PLC830 shares14.80%2026-06-302026-08-07

ROP ROPER TECHNOLOGIES INC1.2K shares-62.69%2026-06-302026-08-07

MRVL MARVELL TECHNOLOGY INC1.4K sharesnew addition2026-06-302026-08-07

SCHD SCHWAB STRATEGIC TR12.7K shares5.78%2026-06-302026-08-07

DE DEERE & CO628 shares0.00%2026-06-302026-08-07

WTRG ESSENTIAL UTILS INC9.8K shares89.69%2026-06-302026-08-07

Sponsored

AVUV AMERICAN CENTY ETF TR3.0K shares0.00%2026-06-302026-08-07

HONEYWELL INTL INC HONEYWELL INTL INC1.6K sharesnew addition2026-06-302026-08-07

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.6K sharesnew addition2026-06-302026-08-07

VONG VANGUARD SCOTTSDALE FDS2.7K shares3.08%2026-06-302026-08-07

QCOM QUALCOMM INC1.9K shares7.39%2026-06-302026-08-07

EMR EMERSON ELEC CO2.4K shares0.83%2026-06-302026-08-07

IVW ISHARES TR2.4K shares0.00%2026-06-302026-08-07

T AT&T INC16.1K shares-0.09%2026-06-302026-08-07

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL344 sharesnew addition2026-06-302026-08-07

CMI CUMMINS INC443 sharesnew addition2026-06-302026-08-07

IAU ISHARES GOLD TR4.1K shares-0.07%2026-06-302026-08-07

DFAE DIMENSIONAL ETF TRUST7.6K shares0.07%2026-06-302026-08-07

KLAC KLA CORP1.0K sharesnew addition2026-06-302026-08-07

VV VANGUARD INDEX FDS843 shares0.00%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.5K shares19.06%2026-06-302026-08-07

TXN TEXAS INSTRS INC957 sharesnew addition2026-06-302026-08-07

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.2K shares-27.65%2026-06-302026-08-07

HDV ISHARES TR10.0K sharesnew addition2026-06-302026-08-07

VONV VANGUARD SCOTTSDALE FDS2.5K shares11.06%2026-06-302026-08-07

FNDF SCHWAB STRATEGIC TR5.0K sharesnew addition2026-06-302026-08-07

STT STATE STR CORP1.5K sharesnew addition2026-06-302026-08-07

3M CO 3M CO1.6K shares1.50%2026-06-302026-08-07

VCIT VANGUARD SCOTTSDALE FDS3.0K shares-7.92%2026-06-302026-08-07

PEG PUBLIC SVC ENTERPRISE GROUP3.1K shares-0.55%2026-06-302026-08-07

Sponsored

BDX BECTON DICKINSON & CO1.7K shares11.97%2026-06-302026-08-07

SHOP SHOPIFY INC2.1K shares0.00%2026-06-302026-08-07

IGIB ISHARES TR4.6K sharesnew addition2026-06-302026-08-07

C CITIGROUP INC1.7K sharesnew addition2026-06-302026-08-07

GWW WW GRAINGER INC177 shares-10.61%2026-06-302026-08-07

AZO AUTOZONE INC75 shares0.00%2026-06-302026-08-07

ISHARES TR ISHARES TR2.3K sharesnew addition2026-06-302026-08-07

DVY ISHARES TR1.5K shares0.00%2026-06-302026-08-07

Sponsored

MGV VANGUARD WORLD FD1.4K shares0.00%2026-06-302026-08-07

FE FIRSTENERGY CORP4.8K sharesnew addition2026-06-302026-08-07

YUM YUM BRANDS INC1.4K shares0.14%2026-06-302026-08-07

IWB ISHARES TR550 sharesnew addition2026-06-302026-08-07

BND VANGUARD BD INDEX FDS3.0K shares0.00%2026-06-302026-08-07

COR CENCORA INC778 shares0.00%2026-06-302026-08-07

MPC MARATHON PETE CORP851 sharesnew addition2026-06-302026-08-07

HYD VANECK ETF TRUST4.2K sharesnew addition2026-06-302026-08-07

Sponsored

DOMINION ENERGY INC DOMINION ENERGY INC3.2K sharesnew addition2026-06-302026-08-07

TSM TAIWAN SEMICONDUCTOR MANUFAC449 sharesnew addition2026-06-302026-08-07

MDY STATE STR SPDR S&P MIDCAP 40301 sharesnew addition2026-06-302026-08-07

BKNG BOOKING HOLDINGS INC1.2K sharesnew addition2026-06-302026-08-07

AEP AMERICAN ELEC PWR CO INC1.5K sharesnew addition2026-06-302026-08-07

CACI CACI INTL INC435 shares0.00%2026-06-302026-08-07

DIA STATE STR SPDR DOW JONES IND385 sharesnew addition2026-06-302026-08-07

VYM VANGUARD WHITEHALL FDS1.3K sharesnew addition2026-06-302026-08-07

Sponsored

MTUS METALLUS INC10.0K shares0.00%2026-06-302026-08-07

EU ENCORE ENERGY CORP15.2K shares0.00%2026-06-302026-08-07

HYPR HYPERFINE INC10.8K shares0.00%2026-06-302026-08-07

VXUS

VANGUARD STAR FDS

1.07%

Shares2.2M

Event2026-06-30

Filed2026-08-07

SPDR SERIES TRUST

1.42%

Shares1.8M

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

0.13%

Shares357.5K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

1.41%

Shares241.5K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

-4.42%

Shares62.2K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

4.11%

Shares183.3K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

4.46%

Shares330.3K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

2.23%

Shares269.4K

Event2026-06-30

Filed2026-08-07

SPAB

SPDR SERIES TRUST

-2.70%

Shares2.4M

Event2026-06-30

Filed2026-08-07

IUSB

ISHARES TR

16.11%

Shares1.3M

Event2026-06-30

Filed2026-08-07

BROADCOM INC

0.57%

Shares140.3K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

4.24%

Shares33.8K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

2.11%

Shares63.7K

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

2.19%

Shares344.8K

Event2026-06-30

Filed2026-08-07

XLE

SELECT SECTOR SPDR TR

1.95%

Shares560.5K

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

-8.16%

Shares37.6K

Event2026-06-30

Filed2026-08-07

VISA INC

-1.54%

Shares76.9K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

-6.94%

Shares37.7K

Event2026-06-30

Filed2026-08-07

UVSP

UNIVEST FINANCIAL CORPORATIO

0.34%

Shares503.4K

Event2026-06-30

Filed2026-08-07

SPYG

SPDR SERIES TRUST

8.34%

Shares172.6K

Event2026-06-30

Filed2026-08-07

S&P GLOBAL INC

8.87%

Shares50.2K

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

-3.30%

Shares48.0K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

5.10%

Shares18.5K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

1.44%

Shares69.5K

Event2026-06-30

Filed2026-08-07

MGK

VANGUARD WORLD FD

397.30%

Shares195.6K

Event2026-06-30

Filed2026-08-07

TMO

THERMO FISHER SCIENTIFIC INC

1.66%

Shares33.8K

Event2026-06-30

Filed2026-08-07

URI

UNITED RENTALS INC

-6.83%

Shares14.8K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

-3.69%

Shares17.7K

Event2026-06-30

Filed2026-08-07

FICO

FAIR ISAAC CORP

19.33%

Shares13.8K

Event2026-06-30

Filed2026-08-07

MUB

ISHARES TR

3.30%

Shares148.5K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

11.27%

Shares68.4K

Event2026-06-30

Filed2026-08-07

SNPS

SYNOPSYS INC

7.77%

Shares32.9K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

-2.62%

Shares40.6K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

-7.16%

Shares71.4K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

-4.88%

Shares84.5K

Event2026-06-30

Filed2026-08-07

TEL

TE CONNECTIVITY PLC

-4.91%

Shares59.8K

Event2026-06-30

Filed2026-08-07

LHX

L3HARRIS TECHNOLOGIES INC

-6.10%

Shares40.6K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

1.71%

Shares30.9K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

0.81%

Shares34.4K

Event2026-06-30

Filed2026-08-07

FTNT

FORTINET INC

21.05%

Shares71.8K

Event2026-06-30

Filed2026-08-07

ANET

ARISTA NETWORKS INC

9.41%

Shares62.8K

Event2026-06-30

Filed2026-08-07

AMT

AMERICAN TOWER CORP

-3.43%

Shares62.9K

Event2026-06-30

Filed2026-08-07

SHW

SHERWIN WILLIAMS CO

-5.92%

Shares29.1K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

1.72%

Shares26.4K

Event2026-06-30

Filed2026-08-07

FDX

FEDEX CORP

-2.53%

Shares29.1K

Event2026-06-30

Filed2026-08-07

SCHW

SCHWAB CHARLES CORP

0.81%

Shares98.0K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

-2.63%

Shares155.4K

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

-5.28%

Shares55.6K

Event2026-06-30

Filed2026-08-07

MDLZ

MONDELEZ INTL INC

-6.65%

Shares148.9K

Event2026-06-30

Filed2026-08-07

EME

EMCOR GROUP INC

16.85%

Shares10.4K

Event2026-06-30

Filed2026-08-07

REGN

REGENERON PHARMACEUTICALS

-7.98%

Shares13.1K

Event2026-06-30

Filed2026-08-07

CASY

CASEYS GEN STORES INC

12.63%

Shares9.8K

Event2026-06-30

Filed2026-08-07

BROADRIDGE FINL SOLUTIONS IN

10.65%

Shares56.0K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

16.10%

Shares14.8K

Event2026-06-30

Filed2026-08-07

MNST

MONSTER BEVERAGE CORP NEW

23.18%

Shares77.2K

Event2026-06-30

Filed2026-08-07

TORONTO DOMINION BK ONT

0.00%

Shares60.7K

Event2026-06-30

Filed2026-08-07

ECL

ECOLAB INC

19.84%

Shares25.3K

Event2026-06-30

Filed2026-08-07

ULTA BEAUTY INC

-1.91%

Shares15.3K

Event2026-06-30

Filed2026-08-07

MDYG

SPDR SERIES TRUST

-49.75%

Shares61.0K

Event2026-06-30

Filed2026-08-07

UBER

UBER TECHNOLOGIES INC

26.81%

Shares93.2K

Event2026-06-30

Filed2026-08-07

EQIX

EQUINIX INC

8.72%

Shares6.4K

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

1.21%

Shares32.9K

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

21.29%

Shares6.4K

Event2026-06-30

Filed2026-08-07

TDG

TRANSDIGM GROUP INC

21.66%

Shares4.3K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-6.77%

Shares16.0K

Event2026-06-30

Filed2026-08-07

ICE

INTERCONTINENTAL EXCHANGE IN

23.63%

Shares45.6K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

3.19%

Shares47.5K

Event2026-06-30

Filed2026-08-07

ADOBE INC

-1.54%

Shares26.5K

Event2026-06-30

Filed2026-08-07

GLW

CORNING INC

-7.44%

Shares20.7K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

0.83%

Shares45.7K

Event2026-06-30

Filed2026-08-07

ISHARES TR

70.93%

Shares6.8K

Event2026-06-30

Filed2026-08-07

JNK

SPDR SERIES TRUST

14.42%

Shares50.8K

Event2026-06-30

Filed2026-08-07

MBB

ISHARES TR

18.29%

Shares50.6K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

2.72%

Shares33.3K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

-0.26%

Shares12.5K

Event2026-06-30

Filed2026-08-07

VRTX

VERTEX PHARMACEUTICALS INC

28.12%

Shares9.0K

Event2026-06-30

Filed2026-08-07

ISRG

INTUITIVE SURGICAL INC

23.00%

Shares11.3K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

2.10%

Shares8.6K

Event2026-06-30

Filed2026-08-07

SPDW

SPDR INDEX SHS FDS

2.21%

Shares86.4K

Event2026-06-30

Filed2026-08-07

EXLS

EXLSERVICE HLDGS INC

32.90%

Shares167.6K

Event2026-06-30

Filed2026-08-07

IDEXX LABS INC

22.55%

Shares8.1K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-2.64%

Shares3.9K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

-1.89%

Shares5.6K

Event2026-06-30

Filed2026-08-07

ABNB

AIRBNB INC

27.71%

Shares29.0K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

2.76%

Shares14.7K

Event2026-06-30

Filed2026-08-07

SERVICENOW INC

41.44%

Shares38.8K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

-1.01%

Shares28.2K

Event2026-06-30

Filed2026-08-07

VTEB

VANGUARD MUN BD FDS

9.68%

Shares75.5K

Event2026-06-30

Filed2026-08-07

BNDX

VANGUARD CHARLOTTE FDS

13.38%

Shares78.0K

Event2026-06-30

Filed2026-08-07

ZOETIS INC

-1.20%

Shares51.9K

Event2026-06-30

Filed2026-08-07

ACCENTURE PLC IRELAND

-0.89%

Shares29.9K

Event2026-06-30

Filed2026-08-07

SLYG

SPDR SERIES TRUST

19.29%

Shares30.4K

Event2026-06-30

Filed2026-08-07

BLACKSTONE INC

16.58%

Shares30.4K

Event2026-06-30

Filed2026-08-07

VOE

VANGUARD INDEX FDS

10.05%

Shares18.0K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

3.66%

Shares23.7K

Event2026-06-30

Filed2026-08-07

SLYV

SPDR SERIES TRUST

15.10%

Shares31.6K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

-0.60%

Shares12.7K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

481.40%

Shares39.5K

Event2026-06-30

Filed2026-08-07

DAR

DARLING INGREDIENTS INC

-4.37%

Shares61.4K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

-1.71%

Shares24.6K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

3.26%

Shares13.6K

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

1.00%

Shares7.6K

Event2026-06-30

Filed2026-08-07

DYNATRACE INC

38.42%

Shares67.8K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

-5.01%

Shares38.6K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

3.40%

Shares6.9K

Event2026-06-30

Filed2026-08-07

MMC

MARSH & MCLENNAN COS INC

-2.48%

Shares17.3K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

-11.31%

Shares19.1K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.29%

Shares5.4K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

-0.51%

Shares29.2K

Event2026-06-30

Filed2026-08-07

MET

METLIFE INC

3.10%

Shares29.7K

Event2026-06-30

Filed2026-08-07

RMD

RESMED INC

28.54%

Shares12.8K

Event2026-06-30

Filed2026-08-07

INTU

INTUIT

54.76%

Shares9.2K

Event2026-06-30

Filed2026-08-07

XLV

SELECT SECTOR SPDR TR

7.72%

Shares14.7K

Event2026-06-30

Filed2026-08-07

CRH

CRH PLC

5.39%

Shares21.3K

Event2026-06-30

Filed2026-08-07

PLD

PROLOGIS INC.

3.49%

Shares15.5K

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

2.43%

Shares28.0K

Event2026-06-30

Filed2026-08-07

EFV

ISHARES TR

0.34%

Shares26.0K

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL-MYERS SQUIBB CO

-0.08%

Shares34.2K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-20.46%

Shares2.6K

Event2026-06-30

Filed2026-08-07

WSO

WATSCO INC

1.37%

Shares4.6K

Event2026-06-30

Filed2026-08-07

CME

CME GROUP INC

-4.83%

Shares8.3K

Event2026-06-30

Filed2026-08-07

XLP

SELECT SECTOR SPDR TR

-10.60%

Shares21.4K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

-1.02%

Shares6.9K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

26.86%

Shares12.1K

Event2026-06-30

Filed2026-08-07

ETR

ENTERGY CORP NEW

0.47%

Shares14.5K

Event2026-06-30

Filed2026-08-07

WEC

WEC ENERGY GROUP INC

1.38%

Shares13.7K

Event2026-06-30

Filed2026-08-07

DFAC

DIMENSIONAL ETF TRUST

-1.62%

Shares35.2K

Event2026-06-30

Filed2026-08-07

SNA

SNAP ON INC

3.76%

Shares3.8K

Event2026-06-30

Filed2026-08-07

QUANTA SVCS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-08-07

ROST

ROSS STORES INC

32.76%

Shares6.9K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

9.06%

Shares8.9K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-0.30%

Shares15.2K

Event2026-06-30

Filed2026-08-07

NSC

NORFOLK SOUTHN CORP

1.29%

Shares4.6K

Event2026-06-30

Filed2026-08-07

SPEM

SPDR INDEX SHS FDS

10.71%

Shares27.0K

Event2026-06-30

Filed2026-08-07

MCO

MOODYS CORP

8.04%

Shares3.1K

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

0.09%

Shares3.3K

Event2026-06-30

Filed2026-08-07

CINF

CINCINNATI FINL CORP

-5.03%

Shares7.4K

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

1.55%

Shares13.0K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

79.30%

Shares2.3K

Event2026-06-30

Filed2026-08-07

INGR

INGREDION INC

6.75%

Shares13.9K

Event2026-06-30

Filed2026-08-07

FAST

FASTENAL CO

-0.88%

Shares26.7K

Event2026-06-30

Filed2026-08-07

FEDEX FGHT HLDG CO INC

New

Shares8.4K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

29.51%

Shares6.6K

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

-16.34%

Shares23.3K

Event2026-06-30

Filed2026-08-07

IYW

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

1.22%

Shares17.2K

Event2026-06-30

Filed2026-08-07

VNQ

VANGUARD INDEX FDS

-12.84%

Shares12.4K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

50.60%

Shares2.6K

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN INC DEL

3.15%

Shares35.5K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

-2.72%

Shares26.1K

Event2026-06-30

Filed2026-08-07

XLC

SELECT SECTOR SPDR TR

-17.76%

Shares10.3K

Event2026-06-30

Filed2026-08-07

XLY

SELECT SECTOR SPDR TR

-18.25%

Shares9.4K

Event2026-06-30

Filed2026-08-07

CMCSA

COMCAST CORP NEW

-12.82%

Shares41.1K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

39.70%

Shares3.6K

Event2026-06-30

Filed2026-08-07

IWR

ISHARES TR

23.85%

Shares9.1K

Event2026-06-30

Filed2026-08-07

BIL

SPDR SERIES TRUST

-33.38%

Shares10.9K

Event2026-06-30

Filed2026-08-07

XLI

SELECT SECTOR SPDR TR

81.16%

Shares5.3K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

-2.66%

Shares2.6K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

1.49%

Shares6.6K

Event2026-06-30

Filed2026-08-07

AGILENT TECHNOLOGIES INC

1.32%

Shares7.1K

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

700.00%

Shares7.9K

Event2026-06-30

Filed2026-08-07

LOW

LOWES COS INC

-0.09%

Shares4.3K

Event2026-06-30

Filed2026-08-07

XYL

XYLEM INC

3.57%

Shares7.9K

Event2026-06-30

Filed2026-08-07

WSFS

WSFS FINL CORP

0.00%

Shares11.6K

Event2026-06-30

Filed2026-08-07

DGRO

ISHARES TR

0.32%

Shares11.6K

Event2026-06-30

Filed2026-08-07

SPSM

SPDR SERIES TRUST

-85.83%

Shares14.6K

Event2026-06-30

Filed2026-08-07

EFX

EQUIFAX INC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-07

EFG

ISHARES TR

0.48%

Shares6.7K

Event2026-06-30

Filed2026-08-07

PNC

PNC FINL SVCS GROUP INC

7.31%

Shares3.3K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

-1.06%

Shares9.4K

Event2026-06-30

Filed2026-08-07

LIN

LINDE PLC

0.90%

Shares1.5K

Event2026-06-30

Filed2026-08-07

CEG

CONSTELLATION ENERGY CORP

-0.39%

Shares3.0K

Event2026-06-30

Filed2026-08-07

IWP

ISHARES TR

0.08%

Shares5.1K

Event2026-06-30

Filed2026-08-07

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares12.8K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

-6.02%

Shares625

Event2026-06-30

Filed2026-08-07

DHI

D R HORTON INC

-4.96%

Shares4.4K

Event2026-06-30

Filed2026-08-07

SSNC

SS&C TECH HLDGS

-57.59%

Shares11.7K

Event2026-06-30

Filed2026-08-07

PPL CORP

-0.78%

Shares19.5K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

-4.54%

Shares9.7K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

1.23%

Shares6.6K

Event2026-06-30

Filed2026-08-07

BOEING CO

45.45%

Shares3.1K

Event2026-06-30

Filed2026-08-07

CTAS

CINTAS CORP

0.50%

Shares3.8K

Event2026-06-30

Filed2026-08-07

VBR

VANGUARD INDEX FDS

-1.21%

Shares2.6K

Event2026-06-30

Filed2026-08-07

IWO

ISHARES TR

-1.56%

Shares1.6K

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES TR

-2.56%

Shares3.7K

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

-2.06%

Shares6.2K

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY CORP NEW

79.65%

Shares4.7K

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

48.24%

Shares6.2K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

13.41%

Shares2.8K

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORPORATION

-0.16%

Shares1.8K

Event2026-06-30

Filed2026-08-07

COF

CAPITAL ONE FINL CORP

14.37%

Shares2.8K

Event2026-06-30

Filed2026-08-07

ORLY

OREILLY AUTOMOTIVE INC

0.05%

Shares6.0K

Event2026-06-30

Filed2026-08-07

VDE

VANGUARD WORLD FD

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-07

IXUS

ISHARES TR

-4.38%

Shares5.6K

Event2026-06-30

Filed2026-08-07

CAH

CARDINAL HEALTH INC

6.64%

Shares2.2K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

0.70%

Shares1.7K

Event2026-06-30

Filed2026-08-07

SPMD

SPDR SERIES TRUST

-10.29%

Shares7.6K

Event2026-06-30

Filed2026-08-07

VOT

VANGUARD INDEX FDS

0.12%

Shares1.7K

Event2026-06-30

Filed2026-08-07

PSX

PHILLIPS 66

0.54%

Shares3.0K

Event2026-06-30

Filed2026-08-07

CHUBB LIMITED

-0.07%

Shares1.5K

Event2026-06-30

Filed2026-08-07

MCK

MCKESSON CORP

6.07%

Shares647

Event2026-06-30

Filed2026-08-07

TRAVELERS COMPANIES INC

0.07%

Shares1.5K

Event2026-06-30

Filed2026-08-07

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares11.2K

Event2026-06-30

Filed2026-08-07

MAR

MARRIOTT INTL INC NEW

-0.72%

Shares1.2K

Event2026-06-30

Filed2026-08-07

HSY

HERSHEY CO

-2.94%

Shares2.6K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

300.85%

Shares5.7K

Event2026-06-30

Filed2026-08-07

NUE

NUCOR CORP

0.34%

Shares2.0K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

164.82%

Shares3.6K

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

-2.35%

Shares1.2K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

-4.58%

Shares1.2K

Event2026-06-30

Filed2026-08-07

EXC

EXELON CORP

0.80%

Shares9.3K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

2.01%

Shares5.2K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

New

Shares557

Event2026-06-30

Filed2026-08-07

EFA

ISHARES TR

New

Shares4.0K

Event2026-06-30

Filed2026-08-07

ITW

ILLINOIS TOOL WKS INC

-1.15%

Shares1.5K

Event2026-06-30

Filed2026-08-07

ALL

ALLSTATE CORP

11.50%

Shares1.8K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

32.25%

Shares406

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

14.80%

Shares830

Event2026-06-30

Filed2026-08-07

ROP

ROPER TECHNOLOGIES INC

-62.69%

Shares1.2K

Event2026-06-30

Filed2026-08-07

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

5.78%

Shares12.7K

Event2026-06-30

Filed2026-08-07

DEERE & CO

0.00%

Shares628

Event2026-06-30

Filed2026-08-07

WTRG

ESSENTIAL UTILS INC

89.69%

Shares9.8K

Event2026-06-30

Filed2026-08-07

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

HONEYWELL INTL INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-07

HONEYWELL AEROSPACE INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-07

VONG

VANGUARD SCOTTSDALE FDS

3.08%

Shares2.7K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

7.39%

Shares1.9K

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

0.83%

Shares2.4K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

AT&T INC

-0.09%

Shares16.1K

Event2026-06-30

Filed2026-08-07

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares344

Event2026-06-30

Filed2026-08-07

CMI

CUMMINS INC

New

Shares443

Event2026-06-30

Filed2026-08-07

IAU

ISHARES GOLD TR

-0.07%

Shares4.1K

Event2026-06-30

Filed2026-08-07

DFAE

DIMENSIONAL ETF TRUST

0.07%

Shares7.6K

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

New

Shares1.0K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

0.00%

Shares843

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

19.06%

Shares2.5K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

New

Shares957

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

-27.65%

Shares1.2K

Event2026-06-30

Filed2026-08-07

HDV

ISHARES TR

New

Shares10.0K

Event2026-06-30

Filed2026-08-07

VONV

VANGUARD SCOTTSDALE FDS

11.06%

Shares2.5K

Event2026-06-30

Filed2026-08-07

FNDF

SCHWAB STRATEGIC TR

New

Shares5.0K

Event2026-06-30

Filed2026-08-07

STT

STATE STR CORP

New

Shares1.5K

Event2026-06-30

Filed2026-08-07

3M CO

1.50%

Shares1.6K

Event2026-06-30

Filed2026-08-07

VCIT

VANGUARD SCOTTSDALE FDS

-7.92%

Shares3.0K

Event2026-06-30

Filed2026-08-07

PEG

PUBLIC SVC ENTERPRISE GROUP

-0.55%

Shares3.1K

Event2026-06-30

Filed2026-08-07

BDX

BECTON DICKINSON & CO

11.97%

Shares1.7K

Event2026-06-30

Filed2026-08-07

SHOP

SHOPIFY INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

IGIB

ISHARES TR

New

Shares4.6K

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-07

GWW

WW GRAINGER INC

-10.61%

Shares177

Event2026-06-30

Filed2026-08-07

AZO

AUTOZONE INC

0.00%

Shares75

Event2026-06-30

Filed2026-08-07

ISHARES TR

New

Shares2.3K

Event2026-06-30

Filed2026-08-07

DVY

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

MGV

VANGUARD WORLD FD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

FIRSTENERGY CORP

New

Shares4.8K

Event2026-06-30

Filed2026-08-07

YUM

YUM BRANDS INC

0.14%

Shares1.4K

Event2026-06-30

Filed2026-08-07

IWB

ISHARES TR

New

Shares550

Event2026-06-30

Filed2026-08-07

BND

VANGUARD BD INDEX FDS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

COR

CENCORA INC

0.00%

Shares778

Event2026-06-30

Filed2026-08-07

MPC

MARATHON PETE CORP

New

Shares851

Event2026-06-30

Filed2026-08-07

HYD

VANECK ETF TRUST

New

Shares4.2K

Event2026-06-30

Filed2026-08-07

DOMINION ENERGY INC

New

Shares3.2K

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares449

Event2026-06-30

Filed2026-08-07

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares301

Event2026-06-30

Filed2026-08-07

BKNG

BOOKING HOLDINGS INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

AEP

AMERICAN ELEC PWR CO INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-07

CACI

CACI INTL INC

0.00%

Shares435

Event2026-06-30

Filed2026-08-07

DIA

STATE STR SPDR DOW JONES IND

New

Shares385

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD WHITEHALL FDS

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

MTUS

METALLUS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-07

ENCORE ENERGY CORP

0.00%

Shares15.2K

Event2026-06-30

Filed2026-08-07

HYPR

HYPERFINE INC

0.00%

Shares10.8K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available