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The Analysis of GREENLEAF TRUST's Holdings & P&L

Currently, GREENLEAF TRUST holds 867 types of securities in its portfolio with a total value $10.4B. In the most recent quarter, they have increased their positions in N/A (+609.2K shares, valued at $53.5M), JAAA (+251.4K shares, valued at $12.7M), BKNG (+67.9K shares, valued at $12.1M); decreased their positions in SYK (-709.5K shares, valued at $223.4M), N/A (-52.6K shares, valued at $39.4M), N/A (-80.3K shares, valued at $7.8M); initiated new positions in N/A (+52.4K shares, valued at $11.7M), N/A (+12.5K shares, valued at $2.4M), BIL (+10.5K shares, valued at $961.3K).

1M P&L

+320.2M+4.30%

3M P&L

-416.7M-5.09%

HY P&L

-368.4M-4.53%

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

1Medical Devices4.8B

59.7%

2N/A1.3B

16.0%

3Semiconductors257.3M

3.2%

Top Industries by Stock Count

1N/A122 stocks

15.8%

2Banks - Regional33 stocks

4.3%

3Specialty Industrial Machinery21 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SYK Stryker Corporation15.2M shares-4.45%2026-06-302026-07-21

iShares Core S&P 500 Index iShares Core S&P 500 Index1.3M shares-3.76%2026-06-302026-07-21

State Street SPDR Portfolio S& State Street SPDR Portfolio S&7.0M shares9.52%2026-06-302026-07-21

iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF2.1M shares-3.76%2026-06-302026-07-21

AAPL Apple Inc626.0K shares-1.90%2026-06-302026-07-21

JAAA Janus Henderson AAA CLO ETF2.5M shares11.17%2026-06-302026-07-21

IJH iShares Core S&P Midcap 400 In1.5M shares-5.19%2026-06-302026-07-21

NVDA Nvidia Corp564.3K shares-0.30%2026-06-302026-07-21

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MSFT Microsoft Corporation296.3K shares1.53%2026-06-302026-07-21

AMZN Amazon.com Inc461.9K shares-0.89%2026-06-302026-07-21

GOOGL Alphabet Inc. Cl A292.1K shares0.94%2026-06-302026-07-21

GOOG Alphabet Inc. Cl C292.8K shares-5.78%2026-06-302026-07-21

IEF iShares 7-10 Year Treasury Bon1.1M shares10.89%2026-06-302026-07-21

EEM iShares MSCI Emerging Index Fu1.4M shares-6.09%2026-06-302026-07-21

Visa Inc - Class A Visa Inc - Class A239.9K shares2.11%2026-06-302026-07-21

SPDW State Street SPDR Portfolio De1.6M shares11.62%2026-06-302026-07-21

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IEMG iShares Core MSCI Emerging Mar898.3K shares-1.00%2026-06-302026-07-21

IJR iShares Core S&P Smallcap 600491.2K shares-6.03%2026-06-302026-07-21

BRK.B Berkshire Hathaway Cl B141.7K shares0.89%2026-06-302026-07-21

SPMD State Street SPDR S&P 400 Mid984.2K shares9.16%2026-06-302026-07-21

Meta Platforms Inc. Cl A Meta Platforms Inc. Cl A106.9K shares-0.32%2026-06-302026-07-21

ICVT iShares Convertible Bond ETF444.1K shares-0.95%2026-06-302026-07-21

VOO Vanguard S&P 500 ETF78.2K shares0.17%2026-06-302026-07-21

TSM Taiwan Semiconductor Mfg Co AD110.4K shares-4.84%2026-06-302026-07-21

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Broadcom Inc Broadcom Inc115.0K shares1.18%2026-06-302026-07-21

EFA iShares MSCI EAFE ETF416.1K shares-2.12%2026-06-302026-07-21

IVW Ishares S&P 500 Growth Index F311.8K shares1.18%2026-06-302026-07-21

PFF iShares Preferred & Income Sec1.3M shares5.53%2026-06-302026-07-21

SPSM State Street SPDR S&P 600 Smal668.4K shares9.01%2026-06-302026-07-21

IVE Ishares S&P 500 Value ETF154.5K shares-0.96%2026-06-302026-07-21

State Street SPDR S&P 500 Trus State Street SPDR S&P 500 Trus42.4K shares0.91%2026-06-302026-07-21

S&P Global Inc S&P Global Inc76.5K shares1.17%2026-06-302026-07-21

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CP Canadian Pacific Kansas City L347.8K shares-0.42%2026-06-302026-07-21

J P Morgan Chase & Co J P Morgan Chase & Co90.4K shares-0.04%2026-06-302026-07-21

MU Micron Technology23.8K shares4.56%2026-06-302026-07-21

LLY Lilly Eli & Co21.1K shares2.88%2026-06-302026-07-21

LRCX Lam Research Corp51.9K shares0.76%2026-06-302026-07-21

JNJ Johnson & Johnson86.1K shares1.16%2026-06-302026-07-21

AMD Advanced Micro Devices Inc37.1K shares5.14%2026-06-302026-07-21

TSLA Tesla Mtrs Inc51.0K shares-3.50%2026-06-302026-07-21

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Applied Materials Inc Applied Materials Inc27.4K shares1.64%2026-06-302026-07-21

AMT American Tower Corporation110.6K shares0.10%2026-06-302026-07-21

EFV Ishares MSCI EAFE Value ETF234.3K shares-2.21%2026-06-302026-07-21

ITOT Ishares Core S&P Total US108.3K shares0.41%2026-06-302026-07-21

CAT Caterpillar Inc16.4K shares2.84%2026-06-302026-07-21

MDLZ Mondelez International Inc Cl292.0K shares-1.78%2026-06-302026-07-21

DHR Danaher Corporation84.9K shares2.29%2026-06-302026-07-21

CRM Salesforce, Inc.102.7K shares-0.49%2026-06-302026-07-21

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HD Home Depot Inc44.6K shares0.74%2026-06-302026-07-21

AbbVie Inc AbbVie Inc60.7K shares1.61%2026-06-302026-07-21

Cisco Sys Inc Cisco Sys Inc129.4K shares1.38%2026-06-302026-07-21

Exxon Mobil Corp Exxon Mobil Corp109.5K shares0.39%2026-06-302026-07-21

TJX TJX Companies, Inc94.9K shares-2.18%2026-06-302026-07-21

EFG iShares MSCI EAFE Growth ETF113.8K shares-1.75%2026-06-302026-07-21

ROP Roper Technologies Inc.41.0K shares3.37%2026-06-302026-07-21

Mastercard Inc CL A Mastercard Inc CL A26.4K shares-4.37%2026-06-302026-07-21

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WMT Wal-Mart Stores Inc116.2K shares-7.62%2026-06-302026-07-21

GVI iShares Intermediate Gov/Credi119.7K shares-5.35%2026-06-302026-07-21

BKNG Booking Holdings Inc70.8K shares2334.51%2026-06-302026-07-21

INTC Intel Corp90.0K shares12.02%2026-06-302026-07-21

RSP Invesco S&P 500 Equal Weight57.9K shares-0.04%2026-06-302026-07-21

Honeywell International Inc Honeywell International Inc52.4K sharesnew addition2026-06-302026-07-21

KLAC Kla-Tencor Corporation38.8K shares885.75%2026-06-302026-07-21

DG Dollar General Corp100.4K shares-1.26%2026-06-302026-07-21

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Costco Wholesale Corp Costco Wholesale Corp11.8K shares-4.19%2026-06-302026-07-21

SDY State Street SPDR S&P Dividend71.5K shares-1.64%2026-06-302026-07-21

BRK.A Berkshire Hathaway Inc Del Cl14 shares0.00%2026-06-302026-07-21

MRK Merck & Co Inc81.3K shares3.32%2026-06-302026-07-21

Adobe Systems Inc Adobe Systems Inc45.1K shares-1.63%2026-06-302026-07-21

PG Procter & Gamble Co62.5K shares-9.47%2026-06-302026-07-21

Vanguard Total Stock Market Fu Vanguard Total Stock Market Fu24.6K shares-1.05%2026-06-302026-07-21

APH Amphenol Corporation CL A49.8K shares-2.52%2026-06-302026-07-21

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BAC Bank Amer Corp153.6K shares0.29%2026-06-302026-07-21

Oracle Corp Oracle Corp58.1K shares-0.27%2026-06-302026-07-21

GS Goldman Sachs Group Inc8.4K shares1.24%2026-06-302026-07-21

GSY Invesco Ultra Short Duration E168.7K shares-3.85%2026-06-302026-07-21

IJK Ishares S&P Midcap 400 Growth71.1K shares-1.10%2026-06-302026-07-21

GE GE Aerospace22.2K shares-1.09%2026-06-302026-07-21

NextEra Energy Inc NextEra Energy Inc94.4K shares-5.21%2026-06-302026-07-21

RTX Corporation RTX Corporation43.6K shares-1.69%2026-06-302026-07-21

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TXN Texas Instruments Inc27.5K shares0.52%2026-06-302026-07-21

ETN Eaton Corp PLC ADR18.9K shares1.60%2026-06-302026-07-21

KO Coca Cola Co98.4K shares1.41%2026-06-302026-07-21

PEP Pepsico Inc56.9K shares-9.93%2026-06-302026-07-21

UnitedHealth Group Inc UnitedHealth Group Inc18.1K shares11.44%2026-06-302026-07-21

SHV iShares Short Treasury Bond ET67.3K shares-0.32%2026-06-302026-07-21

HBAN Huntington Bancshares Inc413.5K shares-5.75%2026-06-302026-07-21

IJJ Ishares Tr S & P Midcap Value48.0K shares-1.38%2026-06-302026-07-21

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PM Philip Morris International In37.4K shares1.52%2026-06-302026-07-21

GEV GE Vernova Inc5.7K shares2.04%2026-06-302026-07-21

Seagate Technology Hldngs Plc Seagate Technology Hldngs Plc6.9K shares-0.99%2026-06-302026-07-21

MS Morgan Stanley29.2K shares3.55%2026-06-302026-07-21

WFC Wells Fargo & Co72.6K shares-1.46%2026-06-302026-07-21

CPRT Copart Inc212.7K shares-2.59%2026-06-302026-07-21

Netflix Inc Netflix Inc83.9K shares-2.99%2026-06-302026-07-21

NKE Nike Inc Cl B144.1K shares12.69%2026-06-302026-07-21

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PANW Palo Alto Networks Inc17.3K shares4.34%2026-06-302026-07-21

AXP American Express17.5K shares4.66%2026-06-302026-07-21

AMGN Amgen Inc16.1K shares0.09%2026-06-302026-07-21

IBM IBM Corp20.4K shares-0.49%2026-06-302026-07-21

QCOM Qualcomm Inc30.0K shares-3.95%2026-06-302026-07-21

Lumentum Hldgs Inc Lumentum Hldgs Inc6.4K shares-0.19%2026-06-302026-07-21

PFE Pfizer Inc225.0K shares-6.76%2026-06-302026-07-21

CVX Chevron Corp Com32.7K shares0.09%2026-06-302026-07-21

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MCK McKesson HBOC Inc7.1K shares-0.57%2026-06-302026-07-21

TMO Thermo Fischer Scientific Inc10.4K shares-4.30%2026-06-302026-07-21

SUB iShares Short Term National AM48.4K shares-2.78%2026-06-302026-07-21

IJT Ishares S&P Smallcap 600 Growt28.2K shares-0.39%2026-06-302026-07-21

ABT Abbott Labs54.8K shares-11.69%2026-06-302026-07-21

LIN Linde PLC9.4K shares0.28%2026-06-302026-07-21

SNDK Sandisk Corp2.1K shares11.24%2026-06-302026-07-21

ADI Analog Devices Inc12.2K shares-0.57%2026-06-302026-07-21

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Chubb Limited Chubb Limited14.2K shares1.33%2026-06-302026-07-21

ASML ASML Holding NV ADR2.4K shares0.17%2026-06-302026-07-21

IJS Ishares Tr S & P Smallcap Valu34.0K shares-0.69%2026-06-302026-07-21

MCD McDonald's Corp17.0K shares-16.50%2026-06-302026-07-21

SCHW Schwab Charles Corp49.7K shares-1.30%2026-06-302026-07-21

CMI Cummins Inc6.1K shares-0.11%2026-06-302026-07-21

LMT Lockheed Martin Corp8.5K shares-1.57%2026-06-302026-07-21

VEU Vanguard FTSE All-World ex-US51.4K shares-8.31%2026-06-302026-07-21

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FITB Fifth Third Bancorp75.7K shares0.43%2026-06-302026-07-21

ROK Rockwell Automation Inc8.5K shares-0.27%2026-06-302026-07-21

DELL Dell Technologies Inc C9.7K shares1.93%2026-06-302026-07-21

VUG Vanguard Growth MFC48.7K shares552.86%2026-06-302026-07-21

IWM Ishares Russell 2000 ETF13.9K shares-1.21%2026-06-302026-07-21

ANET Arista Networks Inc24.5K shares-0.21%2026-06-302026-07-21

BK Bank of New York Mellon Corp28.8K shares1.02%2026-06-302026-07-21

MUB iShares National Muni Bond ETF38.3K shares-2.28%2026-06-302026-07-21

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ADP Automatic Data Processing18.2K shares22.70%2026-06-302026-07-21

IWF Ishares Russell 1000 Growth ET32.3K shares329.08%2026-06-302026-07-21

FAST Fastenal Co83.4K shares-0.32%2026-06-302026-07-21

MDY State Street SPDR S&P Midcap 45.6K shares-1.20%2026-06-302026-07-21

UMC United Microelectronics Corp A144.1K shares0.81%2026-06-302026-07-21

DTH WisdomTree International High71.6K shares0.29%2026-06-302026-07-21

Palantir Technologies Inc Cl A Palantir Technologies Inc Cl A32.4K shares-12.81%2026-06-302026-07-21

SHW Sherwin-Williams Company10.8K shares1.03%2026-06-302026-07-21

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ECL Ecolab Inc13.4K shares-4.48%2026-06-302026-07-21

VEA Vanguard Developed Markets Ind51.3K shares4.78%2026-06-302026-07-21

UNP Union Pacific Corp13.4K shares-3.93%2026-06-302026-07-21

MET MetLife Inc42.4K shares21.99%2026-06-302026-07-21

DE Deere & Co5.6K shares1.97%2026-06-302026-07-21

EMR Emerson Electric Co24.6K shares0.89%2026-06-302026-07-21

VTV Vanguard Index Trust Value MFC16.1K shares69.03%2026-06-302026-07-21

TT Trane Technologies PLC7.0K shares10.44%2026-06-302026-07-21

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GLW Corning Inc13.5K shares2.48%2026-06-302026-07-21

PH Parker Hannifin Corp3.5K shares5.29%2026-06-302026-07-21

CME CME Group Inc Com15.4K shares-6.58%2026-06-302026-07-21

WDC Western Digital Corp5.3K shares4.52%2026-06-302026-07-21

IWR Ishares Tr Russell Midcap ETF30.6K shares-3.88%2026-06-302026-07-21

CL Colgate-Palmolive Co36.6K shares-6.43%2026-06-302026-07-21

Johnson Ctls Intl Plc ADR Johnson Ctls Intl Plc ADR22.9K shares1.00%2026-06-302026-07-21

ISRG Intuitive Surgical Inc8.3K shares-11.93%2026-06-302026-07-21

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CSX CSX Corp69.0K shares0.38%2026-06-302026-07-21

QUAL Ishares Edge MSCI USA Quality14.9K shares7.53%2026-06-302026-07-21

HLT Hilton Worldwide Hldgs Inc9.9K shares0.00%2026-06-302026-07-21

DIS Walt Disney Co33.5K shares0.74%2026-06-302026-07-21

Waste Management Inc Waste Management Inc14.3K shares-3.18%2026-06-302026-07-21

COF Capital One Financial15.5K shares-0.68%2026-06-302026-07-21

SMFG Sumitomo Mitsui ADR131.8K shares-3.36%2026-06-302026-07-21

BA Boeing Co14.3K shares0.69%2026-06-302026-07-21

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GILD Gilead Sciences Inc24.2K shares-3.82%2026-06-302026-07-21

Crowdstrike Hldgs Inc Cl A Crowdstrike Hldgs Inc Cl A4.0K shares-7.00%2026-06-302026-07-21

STT State Street Corp17.3K shares0.58%2026-06-302026-07-21

EW Edwards Lifesciences Corporati32.2K shares0.10%2026-06-302026-07-21

LOW Lowes Companies Inc13.2K shares-12.79%2026-06-302026-07-21

VZ Verizon Communications68.5K shares-10.08%2026-06-302026-07-21

Travelers Cos Inc Travelers Cos Inc8.8K shares4.71%2026-06-302026-07-21

BLK Blackrock Inc3.0K shares-1.32%2026-06-302026-07-21

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C Citigroup Inc20.2K shares-0.07%2026-06-302026-07-21

Southern Co Southern Co29.0K shares3.22%2026-06-302026-07-21

HIG Hartford Insurance Group Inc20.9K shares-2.93%2026-06-302026-07-21

T AT&T Inc132.8K shares-9.27%2026-06-302026-07-21

ITW Illinois Tool Works Inc10.1K shares-3.16%2026-06-302026-07-21

MCO Moodys Corp5.8K shares-6.40%2026-06-302026-07-21

DUK Duke Energy Corp20.7K shares2.01%2026-06-302026-07-21

GWW Grainger W.W. Inc1.9K shares1.75%2026-06-302026-07-21

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PNC PNC Financial Services Group10.6K shares1.01%2026-06-302026-07-21

MPC Marathon Petroleum Corp10.2K shares0.72%2026-06-302026-07-21

PLD Prologis Inc19.1K shares-1.70%2026-06-302026-07-21

LPLA LPL Finl Hldgs Inc8.9K shares-1.61%2026-06-302026-07-21

AFL AFLAC Inc21.4K shares0.76%2026-06-302026-07-21

VWO Vanguard MSCI Emerging Markets41.8K shares-5.36%2026-06-302026-07-21

VRTX Vertex Pharmaceuticals Inc5.0K shares5.09%2026-06-302026-07-21

NEM Newmont Mining Corp New26.4K shares3.94%2026-06-302026-07-21

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IXN iShares Global Tech ETF17.0K shares0.00%2026-06-302026-07-21

COP ConocoPhillips23.6K shares2.15%2026-06-302026-07-21

3M Company 3M Company15.1K shares0.03%2026-06-302026-07-21

MO Altria Group Inc34.0K shares-1.88%2026-06-302026-07-21

NSC Norfolk Southern Corp7.7K shares-0.25%2026-06-302026-07-21

PGR Progressive Corp Ohio11.1K shares-0.35%2026-06-302026-07-21

SBUX Starbucks Corp23.6K shares-14.32%2026-06-302026-07-21

MRVL Marvell Technology Group Ltd8.0K shares16.76%2026-06-302026-07-21

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GD General Dynamics Corp6.7K shares-5.12%2026-06-302026-07-21

AstraZeneca Plc AstraZeneca Plc12.5K sharesnew addition2026-06-302026-07-21

XLK State Street Technology Select12.4K shares-2.86%2026-06-302026-07-21

ALL Allstate Corp9.9K shares4.17%2026-06-302026-07-21

WELL Welltower Op Inc10.2K shares-3.02%2026-06-302026-07-21

USB U.S. Bancorp38.2K shares2.91%2026-06-302026-07-21

EBAY eBay Inc20.7K shares0.23%2026-06-302026-07-21

NVS Novartis AG ADR14.4K shares-0.84%2026-06-302026-07-21

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ORLY O Reilly Automotive, Inc.24.3K shares-7.97%2026-06-302026-07-21

Quanta Services Inc Quanta Services Inc3.1K shares-1.46%2026-06-302026-07-21

Microchip Technology Inc Microchip Technology Inc24.2K shares0.63%2026-06-302026-07-21

TDG TransDigm Group Inc1.6K shares6.33%2026-06-302026-07-21

BX Blackstone Group Inc18.6K shares18.21%2026-06-302026-07-21

NTRS Northern Trust12.6K shares0.57%2026-06-302026-07-21

KMI Kinder Morgan Inc68.4K shares0.97%2026-06-302026-07-21

XLG Invesco S&P 500 Top 50 ETF35.2K shares0.00%2026-06-302026-07-21

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ServiceNow, Inc. ServiceNow, Inc.21.6K shares20.27%2026-06-302026-07-21

Accenture Plc Shs Cl A ADR Accenture Plc Shs Cl A ADR17.2K shares-16.87%2026-06-302026-07-21

CDNS Cadence Design Systems Inc5.7K shares3.21%2026-06-302026-07-21

DEM Wisdomtree ETF Emerging Market39.4K shares6.65%2026-06-302026-07-21

MAR Marriott Intl Inc New Cl A5.7K shares9.39%2026-06-302026-07-21

CI Cigna Group7.5K shares-0.81%2026-06-302026-07-21

HSY Hershey Co11.7K shares-0.44%2026-06-302026-07-21

TFC Truist Finl Corp41.2K shares1.73%2026-06-302026-07-21

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SPG Simon Ppty Group Inc8.9K shares-4.23%2026-06-302026-07-21

GM General Motors Co25.5K shares0.24%2026-06-302026-07-21

VNT Vontier Corporation67.4K shares-4.58%2026-06-302026-07-21

ELV Elevance Health Inc5.0K shares3.25%2026-06-302026-07-21

MUFG Mitsubishi UFJ Finl Group ADR96.0K shares-2.83%2026-06-302026-07-21

VB Vanguard Small-Cap MFC6.2K shares-4.61%2026-06-302026-07-21

TEL TE Connectivity Ltd9.3K shares0.03%2026-06-302026-07-21

OMC Omnicom Group Inc25.8K shares-11.48%2026-06-302026-07-21

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VLO Valero Energy Corp7.2K shares-0.19%2026-06-302026-07-21

MSI Motorola Solutions Inc4.5K shares-2.76%2026-06-302026-07-21

CIEN Ciena Corp3.7K shares8.23%2026-06-302026-07-21

VGT Vanguard Information Technolog15.3K shares692.60%2026-06-302026-07-21

AppLovin Corp Cl A AppLovin Corp Cl A3.5K shares5.80%2026-06-302026-07-21

WMB Williams Co24.2K shares3.87%2026-06-302026-07-21

CVS CVS Health Corp17.4K shares4.06%2026-06-302026-07-21

PSX Phillips 6610.6K shares-2.86%2026-06-302026-07-21

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URI United Rentals Inc1.6K shares0.38%2026-06-302026-07-21

EQIX Equinix Inc1.7K shares1.12%2026-06-302026-07-21

FLEX Flextronics International10.9K shares-2.18%2026-06-302026-07-21

FTNT Fortinet Inc11.5K shares5.90%2026-06-302026-07-21

ICE IntercontinentalExchange Group14.3K shares-7.52%2026-06-302026-07-21

RDY Dr Reddys Lab Ltd ADR Repstg 1121.5K shares-1.08%2026-06-302026-07-21

AZO Autozone Inc550 shares-8.18%2026-06-302026-07-21

VV Vanguard Large-Cap MFC5.1K shares12.11%2026-06-302026-07-21

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BHP BHP Billiton LTD ADR20.9K shares1.11%2026-06-302026-07-21

Corteva Inc Corteva Inc20.5K shares7.35%2026-06-302026-07-21

IWD Ishares Tr Russell 1000 Value7.1K shares-0.78%2026-06-302026-07-21

KB KB Financial Group Inc ADR16.3K shares6.94%2026-06-302026-07-21

TGT Target Corp13.0K shares-1.20%2026-06-302026-07-21

CTAS Cintas Corp10.0K shares8.12%2026-06-302026-07-21

VTR Ventas Inc18.9K shares-2.52%2026-06-302026-07-21

INTU Intuit Inc6.4K shares-24.78%2026-06-302026-07-21

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SouthState Bank Corp SouthState Bank Corp16.6K shares0.44%2026-06-302026-07-21

Royal Caribbean Cruises Royal Caribbean Cruises5.2K shares1.59%2026-06-302026-07-21

IVOO Vanguard S&P Mid-Cap 400 ETF12.7K shares-3.62%2026-06-302026-07-21

HSBC HSBC Holdings PLC ADR17.3K shares-3.06%2026-06-302026-07-21

KEYS Keysight Technologies Inc4.7K shares-1.39%2026-06-302026-07-21

NVO Novo Nordisk A/S ADR34.2K shares-0.03%2026-06-302026-07-21

RIO Rio Tinto PLC ADR17.2K shares0.80%2026-06-302026-07-21

TDY Teledyne Technologies Inc2.4K shares2.11%2026-06-302026-07-21

Sponsored

ILMN Illumina Inc9.0K shares0.02%2026-06-302026-07-21

COHR Coherent Corp4.0K shares-1.21%2026-06-302026-07-21

CBRE CB Richard Ellis Group Inc A11.7K shares-1.58%2026-06-302026-07-21

AEP American Electric Power Co Inc11.5K shares1.19%2026-06-302026-07-21

NOC Northrop Grumman Corp3.1K shares-3.96%2026-06-302026-07-21

JBL Jabil Circuit Inc4.1K shares0.32%2026-06-302026-07-21

UBS UBS Group Ag31.5K shares1.36%2026-06-302026-07-21

SSNC SS&C Technologies Holdings Inc24.9K shares-7.43%2026-06-302026-07-21

Sponsored

KR Kroger Co27.6K shares-2.42%2026-06-302026-07-21

RSG Republic Services Inc7.2K shares5.89%2026-06-302026-07-21

CARR Carrier Global Corporation20.8K shares1.16%2026-06-302026-07-21

TMUS T-Mobile US Inc9.1K shares-4.73%2026-06-302026-07-21

MPWR Monolithic Pwr Sys Inc1.1K shares-1.53%2026-06-302026-07-21

CRH CRH Plc14.1K shares143.58%2026-06-302026-07-21

YUM Yum! Brands Inc9.4K shares0.18%2026-06-302026-07-21

MSCI MSCI Inc Com2.7K shares-3.52%2026-06-302026-07-21

Sponsored

Freeport-McMoran Inc Cl B Freeport-McMoran Inc Cl B23.6K shares-0.41%2026-06-302026-07-21

EXC Exelon Corp31.7K shares56.78%2026-06-302026-07-21

HCA HCA Holdings Inc3.7K shares-5.46%2026-06-302026-07-21

BALL Ball Corporation23.3K shares-5.55%2026-06-302026-07-21

ED Consolidated Edison Inc13.1K shares1.38%2026-06-302026-07-21

FANG Diamondback Energy Inc8.2K shares0.95%2026-06-302026-07-21

IYW Ishares Trust Dow Jones US Tec5.7K shares-0.96%2026-06-302026-07-21

XPO XPO Inc6.9K shares-0.45%2026-06-302026-07-21

Sponsored

FDX Fedex Corp4.5K shares-2.14%2026-06-302026-07-21

GIS General Mills Inc40.4K shares252.51%2026-06-302026-07-21

BIIB Biogen Idec Inc6.5K shares1.88%2026-06-302026-07-21

BTI British Amer Tobacco PLC ADR22.6K shares-3.63%2026-06-302026-07-21

CMCSA Comcast Corp Cl A56.8K shares-25.21%2026-06-302026-07-21

SLB SLB Limited29.9K shares5.42%2026-06-302026-07-21

EOG EOG Resources Inc10.7K shares1.91%2026-06-302026-07-21

SHEL Shell PLC- Adr17.8K shares-0.04%2026-06-302026-07-21

Sponsored

IX Orix Corp ADR36.3K shares-2.88%2026-06-302026-07-21

HWM Howmet Aerospace Inc5.1K shares0.97%2026-06-302026-07-21

UBER Uber Technologies Inc18.9K shares-18.04%2026-06-302026-07-21

DVN Devon Energy Corporation New32.7K shares47.46%2026-06-302026-07-21

COR Cencora Inc4.7K shares-10.00%2026-06-302026-07-21

SNPS Synopsys Inc3.0K shares8.45%2026-06-302026-07-21

QDEF FlexShares Quality Dividend De15.3K shares0.00%2026-06-302026-07-21

VLUE iShares Edge MSCI USA Value Fa6.5K shares0.00%2026-06-302026-07-21

Sponsored

DOV Dover Corporation5.8K shares2.23%2026-06-302026-07-21

Aegon Ltd ADR Aegon Ltd ADR152.9K shares0.00%2026-06-302026-07-21

Labcorp Holdings Inc Labcorp Holdings Inc4.6K shares10.28%2026-06-302026-07-21

VIOO Vanguard S&P Small-Cap 600 ETF9.3K shares-6.04%2026-06-302026-07-21

ROST Ross Stores6.0K shares0.85%2026-06-302026-07-21

CEG Constellation Energy Corp5.2K shares-9.78%2026-06-302026-07-21

TRGP Targa Resources Corp.4.8K shares0.55%2026-06-302026-07-21

PCAR Paccar Inc10.6K shares-2.90%2026-06-302026-07-21

Sponsored

Banco Santander S/A ADR Banco Santander S/A ADR92.1K shares-4.04%2026-06-302026-07-21

BMY Bristol Myers Squibb Co21.9K shares-2.73%2026-06-302026-07-21

AIG American International Group I16.8K shares1.30%2026-06-302026-07-21

MNST Monster Beverage Corp13.0K shares-0.53%2026-06-302026-07-21

WSM Williams-Sonoma Inc5.3K shares-1.00%2026-06-302026-07-21

EA Electronic Arts Inc6.0K shares2.03%2026-06-302026-07-21

IWS Ishares Tr Russell Midcap Valu7.4K shares10.34%2026-06-302026-07-21

MMC Marsh7.3K shares-11.50%2026-06-302026-07-21

Sponsored

RRX Regal Rexnord Corporation5.0K shares0.12%2026-06-302026-07-21

IWB Ishares Russell 1000 Index2.9K shares0.00%2026-06-302026-07-21

NUE Nucor Corportion5.4K shares-0.43%2026-06-302026-07-21

FIX Comfort Sys USA Inc597 shares1.36%2026-06-302026-07-21

SCHB Schwab U.S. Broad Market ETF40.7K shares0.93%2026-06-302026-07-21

DVY Ishares Dow Jones Select Div I7.4K shares41.24%2026-06-302026-07-21

XEL Xcel Energy Inc14.5K shares-2.68%2026-06-302026-07-21

SPYV State Street SPDR S&P 500 Valu19.1K shares0.00%2026-06-302026-07-21

Sponsored

CHRW CH Robinson Worldwide Inc New6.1K shares1.66%2026-06-302026-07-21

FSLR First Solar4.9K shares-0.29%2026-06-302026-07-21

ING ING Groep N V ADR36.6K shares-6.80%2026-06-302026-07-21

Q Qnity Electronics Inc7.0K shares-19.01%2026-06-302026-07-21

IRM Iron Mountain Inc.9.0K shares-0.55%2026-06-302026-07-21

Centerpoint Energy Inc Centerpoint Energy Inc25.9K shares-0.42%2026-06-302026-07-21

Ameriprise Financial Inc Ameriprise Financial Inc2.5K shares-1.75%2026-06-302026-07-21

ETR Entergy Corp9.9K shares6.62%2026-06-302026-07-21

Sponsored

DOW Dow Inc41.4K shares1.44%2026-06-302026-07-21

TM Toyota Motor Corp ADR6.7K shares-5.66%2026-06-302026-07-21

CAH Cardinal Health Inc4.7K shares0.25%2026-06-302026-07-21

DAL Delta Airlines Inc12.0K shares1.34%2026-06-302026-07-21

DHI D R Horton Inc6.9K shares-1.08%2026-06-302026-07-21

MKS Inc MKS Inc2.5K shares0.60%2026-06-302026-07-21

IFF International Flavors & Fragra14.1K shares6.39%2026-06-302026-07-21

BR Broadridge Financial Solutions8.1K shares4.92%2026-06-302026-07-21

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AON Aon PLC SHS CL A3.3K shares-1.04%2026-06-302026-07-21

OMF Onemain Hldgs Inc18.1K shares0.32%2026-06-302026-07-21

DTE DTE Energy Co7.1K shares1.98%2026-06-302026-07-21

Agilent Technologies Agilent Technologies8.1K shares0.84%2026-06-302026-07-21

VIG Vanguard Dividend Appreciation4.6K shares0.00%2026-06-302026-07-21

KMB Kimberly-Clark Corp9.8K shares0.42%2026-06-302026-07-21

ODFL Old Dominion Freight Line Inc5.0K shares0.53%2026-06-302026-07-21

TTE TotalEnergies SE13.8K shares-2.21%2026-06-302026-07-21

Sponsored

SONY Sony Corp ADR51.7K shares-4.88%2026-06-302026-07-21

APD Air Products and Chemicals Inc3.5K shares-2.51%2026-06-302026-07-21

HST Host Hotels and Resorts43.6K shares0.38%2026-06-302026-07-21

IWP Ishares Russell Midcap Growth7.0K shares20.44%2026-06-302026-07-21

SCHV Schwab U.S. Large-Cap Value ET29.5K shares3.08%2026-06-302026-07-21

MAS Masco Corp12.5K shares3.81%2026-06-302026-07-21

ADM Archer-Daniels Midland Co13.3K shares-1.35%2026-06-302026-07-21

SHG Shinhan Financial Group Co LTD16.1K shares7.21%2026-06-302026-07-21

Sponsored

NDAQ Nasdaq Stock Market Inc Accred12.6K shares-30.15%2026-06-302026-07-21

CFG Citizens Finl Group Inc14.2K shares-0.72%2026-06-302026-07-21

NRG NRG Energy Inc6.8K shares0.07%2026-06-302026-07-21

HUM Humana Inc2.5K shares25.53%2026-06-302026-07-21

EQT EQT Corp18.5K shares-7.90%2026-06-302026-07-21

BSX Boston Scientific Corp23.0K shares-4.68%2026-06-302026-07-21

F Ford Motor Co Del70.7K shares3.20%2026-06-302026-07-21

SRE Sempra Energy Inc10.6K shares-0.83%2026-06-302026-07-21

Sponsored

STLD Steel Dynamics4.2K shares-3.20%2026-06-302026-07-21

ALB Albemarle Corp7.2K shares-3.18%2026-06-302026-07-21

ALAB Astera Labs Inc2.0K shares1.83%2026-06-302026-07-21

UNM UNUMProvident Corp10.8K shares3.21%2026-06-302026-07-21

BIL State Street SPDR Bloomberg 1-10.5K sharesnew addition2026-06-302026-07-21

CIG Companhia Energetica De Minas456.8K shares0.00%2026-06-302026-07-21

Dominion Resources Inc Dominion Resources Inc13.9K shares4.60%2026-06-302026-07-21

WEC WEC Energy Group Inc8.0K shares0.48%2026-06-302026-07-21

Sponsored

VMC Vulcan Materials Inc3.2K shares-1.12%2026-06-302026-07-21

LNG Cheniere Energy Inc3.9K shares-3.99%2026-06-302026-07-21

IAU Ishares Gold Tr12.3K shares6.27%2026-06-302026-07-21

VST Vistra Energy Corp5.8K shares-3.90%2026-06-302026-07-21

NACP Impact Shares NAACP Minority E15.2K shares-7.51%2026-06-302026-07-21

HPE Hewlett Packard Enterprise Co20.5K shares-3.23%2026-06-302026-07-21

VRSK Verisk Analytics Inc5.1K shares-34.07%2026-06-302026-07-21

WCC Wesco International Inc2.6K shares-0.15%2026-06-302026-07-21

Sponsored

WTFC Wintrust Financial Corporation5.6K shares17.67%2026-06-302026-07-21

AXON Axon Enterprise Inc1.6K shares-7.93%2026-06-302026-07-21

PEG Public Service Enterprise Grou11.1K shares-3.43%2026-06-302026-07-21

WAB Westinghouse Air Brake Tech Co3.3K shares3.83%2026-06-302026-07-21

SGI Somnigroup International Inc11.3K shares7.91%2026-06-302026-07-21

LHX L3harris Technologies Inc3.0K shares-1.62%2026-06-302026-07-21

PYPL Paypal Holdings Inc20.4K shares-2.54%2026-06-302026-07-21

NTAP Netapp Inc5.7K shares-0.68%2026-06-302026-07-21

Sponsored

CHD Church & Dwight Co Inc9.1K shares3.99%2026-06-302026-07-21

HUBS Hubspot Inc4.8K sharesnew addition2026-06-302026-07-21

LAMR Lamar Advertising Co New Cl A5.6K shares-0.07%2026-06-302026-07-21

Idexx Labs Inc Idexx Labs Inc1.7K shares13.68%2026-06-302026-07-21

Medtronic Plc ADR Medtronic Plc ADR11.2K shares-24.72%2026-06-302026-07-21

NXP Semiconductors ADR NXP Semiconductors ADR3.1K shares2.68%2026-06-302026-07-21

CMS CMS Energy Corp11.4K shares7.08%2026-06-302026-07-21

GLD SPDR Gold Tr MFC2.4K shares-10.09%2026-06-302026-07-21

Sponsored

VNO Vornado Realty Trust22.1K shares13.65%2026-06-302026-07-21

AME Ametek Inc3.6K shares0.08%2026-06-302026-07-21

XYL Xylem Inc7.3K shares-13.68%2026-06-302026-07-21

FERG Ferguson Enterprises Inc3.7K shares-3.53%2026-06-302026-07-21

DLR Digital Rlty Tr Inc4.8K shares-6.04%2026-06-302026-07-21

TPR Tapestry Inc5.9K shares0.05%2026-06-302026-07-21

VRT VERTIV HOLDINGS CO COM CL A2.6K shares41.88%2026-06-302026-07-21

VYM Vanguard High Dividend Yield E5.4K shares-0.13%2026-06-302026-07-21

Sponsored

FCNCA First Ctzns Bancshares Inc N C407 shares-8.74%2026-06-302026-07-21

VIAV Viavi Solutions Inc17.7K shares0.06%2026-06-302026-07-21

REGN Regeneron Pharmaceuticals1.4K shares-8.89%2026-06-302026-07-21

CASY Casey's General Stores1.1K shares13.11%2026-06-302026-07-21

SCHX Schwab US Large Cap ETF28.4K shares-3.96%2026-06-302026-07-21

VOOG Vanguard S&P 500 Growth ETF10.1K shares500.00%2026-06-302026-07-21

Alibaba Group Hldg Ltd ADR Alibaba Group Hldg Ltd ADR8.6K shares-1.33%2026-06-302026-07-21

XLY State Street Consumer Disc Sel7.0K shares0.00%2026-06-302026-07-21

Sponsored

O Realty Income Corp13.2K shares-14.95%2026-06-302026-07-21

OKE Oneok Inc9.3K shares-0.64%2026-06-302026-07-21

UPS United Parcel Service Inc Cl B7.5K shares5.84%2026-06-302026-07-21

UAL United Continental Holdings In5.9K shares0.21%2026-06-302026-07-21

KKR KKR and Co Inc8.7K shares0.39%2026-06-302026-07-21

WOMN Impact Shares Women's Empowerm18.7K shares-6.30%2026-06-302026-07-21

RPG Invesco S&P 500 Pure Growth12.4K shares0.00%2026-06-302026-07-21

WBD Warner Bros Discovery Inc Cl A29.5K shares-10.86%2026-06-302026-07-21

Sponsored

SPYG State Street SPDR S&P 500 Grow6.6K shares0.00%2026-06-302026-07-21

PAYX Paychex Inc8.0K shares-0.75%2026-06-302026-07-21

ALV Autoliv Inc6.7K shares12.88%2026-06-302026-07-21

GRMN Garmin Ltd3.3K shares-13.45%2026-06-302026-07-21

Datadog Inc Class A Datadog Inc Class A3.0K shares54.90%2026-06-302026-07-21

DGX Quest Diagnostics Inc3.6K shares1.08%2026-06-302026-07-21

EQH Equitable Hldgs Inc17.6K shares0.00%2026-06-302026-07-21

Dupont De Nemours Inc Dupont De Nemours Inc5.7K sharesnew addition2026-06-302026-07-21

Sponsored

SCHM Schwab U.S. Mid-Cap ETF20.7K shares-6.93%2026-06-302026-07-21

RSPT Invesco S&P 500 Equal Weight T11.8K shares0.00%2026-06-302026-07-21

GHC GRAHAM HLDGS CO COM CL B668 shares0.00%2026-06-302026-07-21

MTD Mettler Toledo International I593 shares-21.87%2026-06-302026-07-21

EME Emcor Group Inc912 shares8.96%2026-06-302026-07-21

XLF State Street Financial Select14.0K shares0.00%2026-06-302026-07-21

BKR Baker Hughes A GE Co13.5K shares-3.11%2026-06-302026-07-21

MKL Markel Group Inc383 shares24.76%2026-06-302026-07-21

Sponsored

CINF Cincinnati Financial Corp3.9K shares1.36%2026-06-302026-07-21

MLM Martin Marietta Matls Inc1.3K shares-0.55%2026-06-302026-07-21

PRU Prudential Financial Inc6.7K shares-4.73%2026-06-302026-07-21

R Ryder Sys Inc2.7K shares-3.37%2026-06-302026-07-21

ENB Enbridge Inc ADR13.3K shares5.98%2026-06-302026-07-21

ASE Industrial Holding Co Ltd ASE Industrial Holding Co Ltd15.6K shares14.49%2026-06-302026-07-21

DRI Darden Restaurants Inc3.4K shares-0.12%2026-06-302026-07-21

TER Teradyne Inc1.4K shares-0.90%2026-06-302026-07-21

Sponsored

PFG Principal Financial Group Inc6.4K shares-3.59%2026-06-302026-07-21

SYY Sysco Corp8.3K shares-22.36%2026-06-302026-07-21

VT Vanguard Total World Stock Ind4.4K shares-8.35%2026-06-302026-07-21

GOVT iShares Core US Treasury30.1K shares-20.64%2026-06-302026-07-21

RF Regions Financial Corporation22.7K shares13.79%2026-06-302026-07-21

EXPD Expeditors Intl Washington4.2K shares-0.31%2026-06-302026-07-21

MFG Mizuho Financial Group ADR68.7K shares-2.62%2026-06-302026-07-21

UL Unilever PLC ADR10.9K shares-17.43%2026-06-302026-07-21

Sponsored

VLTO Veralto Corp7.4K shares-9.47%2026-06-302026-07-21

VLY Valley Natl Bancorp44.4K shares-8.61%2026-06-302026-07-21

OTIS Otis Worldwide Corp Com9.0K shares-3.73%2026-06-302026-07-21

VNQ Vanguard REIT ETF6.7K shares35.56%2026-06-302026-07-21

STE Steris Plc3.1K shares-6.98%2026-06-302026-07-21

PKG Packaging Corp of America2.7K shares1.73%2026-06-302026-07-21

CMG Chipotle Mexican Grill Inc18.9K shares16.56%2026-06-302026-07-21

PHG Koninklijke Philips N V ADR23.6K sharesnew addition2026-06-302026-07-21

Sponsored

NVR NVR Inc94 shares17.50%2026-06-302026-07-21

IBN Icici Bank LTD ADR22.0K shares0.00%2026-06-302026-07-21

ATO Atmos Energy Corp3.7K shares1.07%2026-06-302026-07-21

ADSK Autodesk Inc3.3K shares-25.77%2026-06-302026-07-21

L Loews Corp5.6K shares1.57%2026-06-302026-07-21

JLL Jones Lang Lasalle Inc2.0K shares-2.71%2026-06-302026-07-21

NVT Nvent Electric Plc3.6K shares-0.58%2026-06-302026-07-21

ES Eversource Energy8.5K shares-2.49%2026-06-302026-07-21

Sponsored

LECO Lincoln Electric Holdings, Inc2.3K shares0.61%2026-06-302026-07-21

FICO Fair Isaac & Co511 shares17.20%2026-06-302026-07-21

RS Reliance Inc1.6K shares2.02%2026-06-302026-07-21

ARW Arrow Electronics2.8K shares0.72%2026-06-302026-07-21

STIP Ishares 0-5 year TIPS Bond ETF5.9K shares20.10%2026-06-302026-07-21

E Eni SPA ADR12.7K shares-1.41%2026-06-302026-07-21

HAL Halliburton Co17.3K shares2.01%2026-06-302026-07-21

AWK American Water Works Co Inc4.5K shares-27.19%2026-06-302026-07-21

Sponsored

Anglogold Ashanti Limited Anglogold Ashanti Limited7.3K shares0.00%2026-06-302026-07-21

BOKF Bank of Oklahoma Financial Cor4.2K shares-0.07%2026-06-302026-07-21

AJG Gallagher Arthur J & Co2.5K shares-1.85%2026-06-302026-07-21

AMG Affiliated Managers Group Inc1.7K shares-3.25%2026-06-302026-07-21

BDX Becton Dickinson & Company3.9K shares0.47%2026-06-302026-07-21

VTRS Viatris Inc36.6K shares-1.03%2026-06-302026-07-21

CLS Celestica Inc1.6K shares2.92%2026-06-302026-07-21

UHAL.B U-Haul Holding Company Series10.0K shares-16.01%2026-06-302026-07-21

Sponsored

FTV Fortive Corp9.4K shares-0.03%2026-06-302026-07-21

DASH Doordash Inc Cl A3.1K shares-0.48%2026-06-302026-07-21

Argenx SE ADR Argenx SE ADR620 shares-0.96%2026-06-302026-07-21

UTHR United Therapeutics Corp1.1K shares-6.38%2026-06-302026-07-21

EVR Evercore Partners Inc Cl A1.7K shares-1.29%2026-06-302026-07-21

MTB M & T Bank Corp2.4K shares0.72%2026-06-302026-07-21

AVT Avnet Inc6.4K shares-0.53%2026-06-302026-07-21

B Barrick Mining Corp15.3K shares-0.16%2026-06-302026-07-21

Sponsored

MTSI M/A-COM Technology Solutions1.5K shares0.55%2026-06-302026-07-21

EXPE Expedia Inc2.2K shares-3.54%2026-06-302026-07-21

NBIS Yandex NV2.0K sharesnew addition2026-06-302026-07-21

CW Curtiss Wright Corp727 shares11.50%2026-06-302026-07-21

IQV Iqvia Holdings Inc2.9K shares-0.94%2026-06-302026-07-21

Live Nation Entertainment Inc Live Nation Entertainment Inc3.0K shares14.46%2026-06-302026-07-21

LEN Lennar Corporation Cl A6.0K shares29.14%2026-06-302026-07-21

Cipher Digital Inc Cipher Digital Inc22.2K shares-2.16%2026-06-302026-07-21

Sponsored

DIA State Street SPDR DJIA Trust E1.0K shares-1.14%2026-06-302026-07-21

ON Semiconductor Corp ON Semiconductor Corp5.7K shares1.39%2026-06-302026-07-21

IUSG Ishares Core S&P U.S. Growth2.9K sharesnew addition2026-06-302026-07-21

PSA Public Storage Inc1.7K shares1.74%2026-06-302026-07-21

SYK

Stryker Corporation

-4.45%

Shares15.2M

Event2026-06-30

Filed2026-07-21

iShares Core S&P 500 Index

-3.76%

Shares1.3M

Event2026-06-30

Filed2026-07-21

State Street SPDR Portfolio S&

9.52%

Shares7.0M

Event2026-06-30

Filed2026-07-21

iShares Core MSCI EAFE ETF

-3.76%

Shares2.1M

Event2026-06-30

Filed2026-07-21

AAPL

Apple Inc

-1.90%

Shares626.0K

Event2026-06-30

Filed2026-07-21

JAAA

Janus Henderson AAA CLO ETF

11.17%

Shares2.5M

Event2026-06-30

Filed2026-07-21

IJH

iShares Core S&P Midcap 400 In

-5.19%

Shares1.5M

Event2026-06-30

Filed2026-07-21

NVDA

Nvidia Corp

-0.30%

Shares564.3K

Event2026-06-30

Filed2026-07-21

MSFT

Microsoft Corporation

1.53%

Shares296.3K

Event2026-06-30

Filed2026-07-21

AMZN

Amazon.com Inc

-0.89%

Shares461.9K

Event2026-06-30

Filed2026-07-21

GOOGL

Alphabet Inc. Cl A

0.94%

Shares292.1K

Event2026-06-30

Filed2026-07-21

GOOG

Alphabet Inc. Cl C

-5.78%

Shares292.8K

Event2026-06-30

Filed2026-07-21

IEF

iShares 7-10 Year Treasury Bon

10.89%

Shares1.1M

Event2026-06-30

Filed2026-07-21

EEM

iShares MSCI Emerging Index Fu

-6.09%

Shares1.4M

Event2026-06-30

Filed2026-07-21

Visa Inc - Class A

2.11%

Shares239.9K

Event2026-06-30

Filed2026-07-21

SPDW

State Street SPDR Portfolio De

11.62%

Shares1.6M

Event2026-06-30

Filed2026-07-21

IEMG

iShares Core MSCI Emerging Mar

-1.00%

Shares898.3K

Event2026-06-30

Filed2026-07-21

IJR

iShares Core S&P Smallcap 600

-6.03%

Shares491.2K

Event2026-06-30

Filed2026-07-21

BRK.B

Berkshire Hathaway Cl B

0.89%

Shares141.7K

Event2026-06-30

Filed2026-07-21

SPMD

State Street SPDR S&P 400 Mid

9.16%

Shares984.2K

Event2026-06-30

Filed2026-07-21

Meta Platforms Inc. Cl A

-0.32%

Shares106.9K

Event2026-06-30

Filed2026-07-21

ICVT

iShares Convertible Bond ETF

-0.95%

Shares444.1K

Event2026-06-30

Filed2026-07-21

VOO

Vanguard S&P 500 ETF

0.17%

Shares78.2K

Event2026-06-30

Filed2026-07-21

TSM

Taiwan Semiconductor Mfg Co AD

-4.84%

Shares110.4K

Event2026-06-30

Filed2026-07-21

Broadcom Inc

1.18%

Shares115.0K

Event2026-06-30

Filed2026-07-21

EFA

iShares MSCI EAFE ETF

-2.12%

Shares416.1K

Event2026-06-30

Filed2026-07-21

IVW

Ishares S&P 500 Growth Index F

1.18%

Shares311.8K

Event2026-06-30

Filed2026-07-21

PFF

iShares Preferred & Income Sec

5.53%

Shares1.3M

Event2026-06-30

Filed2026-07-21

SPSM

State Street SPDR S&P 600 Smal

9.01%

Shares668.4K

Event2026-06-30

Filed2026-07-21

IVE

Ishares S&P 500 Value ETF

-0.96%

Shares154.5K

Event2026-06-30

Filed2026-07-21

State Street SPDR S&P 500 Trus

0.91%

Shares42.4K

Event2026-06-30

Filed2026-07-21

S&P Global Inc

1.17%

Shares76.5K

Event2026-06-30

Filed2026-07-21

Canadian Pacific Kansas City L

-0.42%

Shares347.8K

Event2026-06-30

Filed2026-07-21

J P Morgan Chase & Co

-0.04%

Shares90.4K

Event2026-06-30

Filed2026-07-21

Micron Technology

4.56%

Shares23.8K

Event2026-06-30

Filed2026-07-21

LLY

Lilly Eli & Co

2.88%

Shares21.1K

Event2026-06-30

Filed2026-07-21

LRCX

Lam Research Corp

0.76%

Shares51.9K

Event2026-06-30

Filed2026-07-21

JNJ

Johnson & Johnson

1.16%

Shares86.1K

Event2026-06-30

Filed2026-07-21

AMD

Advanced Micro Devices Inc

5.14%

Shares37.1K

Event2026-06-30

Filed2026-07-21

TSLA

Tesla Mtrs Inc

-3.50%

Shares51.0K

Event2026-06-30

Filed2026-07-21

Applied Materials Inc

1.64%

Shares27.4K

Event2026-06-30

Filed2026-07-21

AMT

American Tower Corporation

0.10%

Shares110.6K

Event2026-06-30

Filed2026-07-21

EFV

Ishares MSCI EAFE Value ETF

-2.21%

Shares234.3K

Event2026-06-30

Filed2026-07-21

ITOT

Ishares Core S&P Total US

0.41%

Shares108.3K

Event2026-06-30

Filed2026-07-21

CAT

Caterpillar Inc

2.84%

Shares16.4K

Event2026-06-30

Filed2026-07-21

MDLZ

Mondelez International Inc Cl

-1.78%

Shares292.0K

Event2026-06-30

Filed2026-07-21

DHR

Danaher Corporation

2.29%

Shares84.9K

Event2026-06-30

Filed2026-07-21

CRM

Salesforce, Inc.

-0.49%

Shares102.7K

Event2026-06-30

Filed2026-07-21

Home Depot Inc

0.74%

Shares44.6K

Event2026-06-30

Filed2026-07-21

AbbVie Inc

1.61%

Shares60.7K

Event2026-06-30

Filed2026-07-21

Cisco Sys Inc

1.38%

Shares129.4K

Event2026-06-30

Filed2026-07-21

Exxon Mobil Corp

0.39%

Shares109.5K

Event2026-06-30

Filed2026-07-21

TJX

TJX Companies, Inc

-2.18%

Shares94.9K

Event2026-06-30

Filed2026-07-21

EFG

iShares MSCI EAFE Growth ETF

-1.75%

Shares113.8K

Event2026-06-30

Filed2026-07-21

ROP

Roper Technologies Inc.

3.37%

Shares41.0K

Event2026-06-30

Filed2026-07-21

Mastercard Inc CL A

-4.37%

Shares26.4K

Event2026-06-30

Filed2026-07-21

WMT

Wal-Mart Stores Inc

-7.62%

Shares116.2K

Event2026-06-30

Filed2026-07-21

GVI

iShares Intermediate Gov/Credi

-5.35%

Shares119.7K

Event2026-06-30

Filed2026-07-21

BKNG

Booking Holdings Inc

2334.51%

Shares70.8K

Event2026-06-30

Filed2026-07-21

INTC

Intel Corp

12.02%

Shares90.0K

Event2026-06-30

Filed2026-07-21

RSP

Invesco S&P 500 Equal Weight

-0.04%

Shares57.9K

Event2026-06-30

Filed2026-07-21

Honeywell International Inc

New

Shares52.4K

Event2026-06-30

Filed2026-07-21

KLAC

Kla-Tencor Corporation

885.75%

Shares38.8K

Event2026-06-30

Filed2026-07-21

Dollar General Corp

-1.26%

Shares100.4K

Event2026-06-30

Filed2026-07-21

Costco Wholesale Corp

-4.19%

Shares11.8K

Event2026-06-30

Filed2026-07-21

SDY

State Street SPDR S&P Dividend

-1.64%

Shares71.5K

Event2026-06-30

Filed2026-07-21

BRK.A

Berkshire Hathaway Inc Del Cl

0.00%

Shares14

Event2026-06-30

Filed2026-07-21

MRK

Merck & Co Inc

3.32%

Shares81.3K

Event2026-06-30

Filed2026-07-21

Adobe Systems Inc

-1.63%

Shares45.1K

Event2026-06-30

Filed2026-07-21

Procter & Gamble Co

-9.47%

Shares62.5K

Event2026-06-30

Filed2026-07-21

Vanguard Total Stock Market Fu

-1.05%

Shares24.6K

Event2026-06-30

Filed2026-07-21

APH

Amphenol Corporation CL A

-2.52%

Shares49.8K

Event2026-06-30

Filed2026-07-21

BAC

Bank Amer Corp

0.29%

Shares153.6K

Event2026-06-30

Filed2026-07-21

Oracle Corp

-0.27%

Shares58.1K

Event2026-06-30

Filed2026-07-21

Goldman Sachs Group Inc

1.24%

Shares8.4K

Event2026-06-30

Filed2026-07-21

GSY

Invesco Ultra Short Duration E

-3.85%

Shares168.7K

Event2026-06-30

Filed2026-07-21

IJK

Ishares S&P Midcap 400 Growth

-1.10%

Shares71.1K

Event2026-06-30

Filed2026-07-21

GE Aerospace

-1.09%

Shares22.2K

Event2026-06-30

Filed2026-07-21

NextEra Energy Inc

-5.21%

Shares94.4K

Event2026-06-30

Filed2026-07-21

RTX Corporation

-1.69%

Shares43.6K

Event2026-06-30

Filed2026-07-21

TXN

Texas Instruments Inc

0.52%

Shares27.5K

Event2026-06-30

Filed2026-07-21

ETN

Eaton Corp PLC ADR

1.60%

Shares18.9K

Event2026-06-30

Filed2026-07-21

Coca Cola Co

1.41%

Shares98.4K

Event2026-06-30

Filed2026-07-21

PEP

Pepsico Inc

-9.93%

Shares56.9K

Event2026-06-30

Filed2026-07-21

UnitedHealth Group Inc

11.44%

Shares18.1K

Event2026-06-30

Filed2026-07-21

SHV

iShares Short Treasury Bond ET

-0.32%

Shares67.3K

Event2026-06-30

Filed2026-07-21

HBAN

Huntington Bancshares Inc

-5.75%

Shares413.5K

Event2026-06-30

Filed2026-07-21

IJJ

Ishares Tr S & P Midcap Value

-1.38%

Shares48.0K

Event2026-06-30

Filed2026-07-21

Philip Morris International In

1.52%

Shares37.4K

Event2026-06-30

Filed2026-07-21

GEV

GE Vernova Inc

2.04%

Shares5.7K

Event2026-06-30

Filed2026-07-21

Seagate Technology Hldngs Plc

-0.99%

Shares6.9K

Event2026-06-30

Filed2026-07-21

Morgan Stanley

3.55%

Shares29.2K

Event2026-06-30

Filed2026-07-21

WFC

Wells Fargo & Co

-1.46%

Shares72.6K

Event2026-06-30

Filed2026-07-21

CPRT

Copart Inc

-2.59%

Shares212.7K

Event2026-06-30

Filed2026-07-21

Netflix Inc

-2.99%

Shares83.9K

Event2026-06-30

Filed2026-07-21

NKE

Nike Inc Cl B

12.69%

Shares144.1K

Event2026-06-30

Filed2026-07-21

PANW

Palo Alto Networks Inc

4.34%

Shares17.3K

Event2026-06-30

Filed2026-07-21

AXP

American Express

4.66%

Shares17.5K

Event2026-06-30

Filed2026-07-21

AMGN

Amgen Inc

0.09%

Shares16.1K

Event2026-06-30

Filed2026-07-21

IBM

IBM Corp

-0.49%

Shares20.4K

Event2026-06-30

Filed2026-07-21

QCOM

Qualcomm Inc

-3.95%

Shares30.0K

Event2026-06-30

Filed2026-07-21

Lumentum Hldgs Inc

-0.19%

Shares6.4K

Event2026-06-30

Filed2026-07-21

PFE

Pfizer Inc

-6.76%

Shares225.0K

Event2026-06-30

Filed2026-07-21

CVX

Chevron Corp Com

0.09%

Shares32.7K

Event2026-06-30

Filed2026-07-21

MCK

McKesson HBOC Inc

-0.57%

Shares7.1K

Event2026-06-30

Filed2026-07-21

TMO

Thermo Fischer Scientific Inc

-4.30%

Shares10.4K

Event2026-06-30

Filed2026-07-21

SUB

iShares Short Term National AM

-2.78%

Shares48.4K

Event2026-06-30

Filed2026-07-21

IJT

Ishares S&P Smallcap 600 Growt

-0.39%

Shares28.2K

Event2026-06-30

Filed2026-07-21

ABT

Abbott Labs

-11.69%

Shares54.8K

Event2026-06-30

Filed2026-07-21

LIN

Linde PLC

0.28%

Shares9.4K

Event2026-06-30

Filed2026-07-21

SNDK

Sandisk Corp

11.24%

Shares2.1K

Event2026-06-30

Filed2026-07-21

ADI

Analog Devices Inc

-0.57%

Shares12.2K

Event2026-06-30

Filed2026-07-21

Chubb Limited

1.33%

Shares14.2K

Event2026-06-30

Filed2026-07-21

ASML

ASML Holding NV ADR

0.17%

Shares2.4K

Event2026-06-30

Filed2026-07-21

IJS

Ishares Tr S & P Smallcap Valu

-0.69%

Shares34.0K

Event2026-06-30

Filed2026-07-21

MCD

McDonald's Corp

-16.50%

Shares17.0K

Event2026-06-30

Filed2026-07-21

SCHW

Schwab Charles Corp

-1.30%

Shares49.7K

Event2026-06-30

Filed2026-07-21

CMI

Cummins Inc

-0.11%

Shares6.1K

Event2026-06-30

Filed2026-07-21

LMT

Lockheed Martin Corp

-1.57%

Shares8.5K

Event2026-06-30

Filed2026-07-21

VEU

Vanguard FTSE All-World ex-US

-8.31%

Shares51.4K

Event2026-06-30

Filed2026-07-21

FITB

Fifth Third Bancorp

0.43%

Shares75.7K

Event2026-06-30

Filed2026-07-21

ROK

Rockwell Automation Inc

-0.27%

Shares8.5K

Event2026-06-30

Filed2026-07-21

DELL

Dell Technologies Inc C

1.93%

Shares9.7K

Event2026-06-30

Filed2026-07-21

VUG

Vanguard Growth MFC

552.86%

Shares48.7K

Event2026-06-30

Filed2026-07-21

IWM

Ishares Russell 2000 ETF

-1.21%

Shares13.9K

Event2026-06-30

Filed2026-07-21

ANET

Arista Networks Inc

-0.21%

Shares24.5K

Event2026-06-30

Filed2026-07-21

Bank of New York Mellon Corp

1.02%

Shares28.8K

Event2026-06-30

Filed2026-07-21

MUB

iShares National Muni Bond ETF

-2.28%

Shares38.3K

Event2026-06-30

Filed2026-07-21

ADP

Automatic Data Processing

22.70%

Shares18.2K

Event2026-06-30

Filed2026-07-21

IWF

Ishares Russell 1000 Growth ET

329.08%

Shares32.3K

Event2026-06-30

Filed2026-07-21

FAST

Fastenal Co

-0.32%

Shares83.4K

Event2026-06-30

Filed2026-07-21

MDY

State Street SPDR S&P Midcap 4

-1.20%

Shares5.6K

Event2026-06-30

Filed2026-07-21

UMC

United Microelectronics Corp A

0.81%

Shares144.1K

Event2026-06-30

Filed2026-07-21

DTH

WisdomTree International High

0.29%

Shares71.6K

Event2026-06-30

Filed2026-07-21

Palantir Technologies Inc Cl A

-12.81%

Shares32.4K

Event2026-06-30

Filed2026-07-21

SHW

Sherwin-Williams Company

1.03%

Shares10.8K

Event2026-06-30

Filed2026-07-21

ECL

Ecolab Inc

-4.48%

Shares13.4K

Event2026-06-30

Filed2026-07-21

VEA

Vanguard Developed Markets Ind

4.78%

Shares51.3K

Event2026-06-30

Filed2026-07-21

UNP

Union Pacific Corp

-3.93%

Shares13.4K

Event2026-06-30

Filed2026-07-21

MET

MetLife Inc

21.99%

Shares42.4K

Event2026-06-30

Filed2026-07-21

Deere & Co

1.97%

Shares5.6K

Event2026-06-30

Filed2026-07-21

EMR

Emerson Electric Co

0.89%

Shares24.6K

Event2026-06-30

Filed2026-07-21

VTV

Vanguard Index Trust Value MFC

69.03%

Shares16.1K

Event2026-06-30

Filed2026-07-21

Trane Technologies PLC

10.44%

Shares7.0K

Event2026-06-30

Filed2026-07-21

GLW

Corning Inc

2.48%

Shares13.5K

Event2026-06-30

Filed2026-07-21

Parker Hannifin Corp

5.29%

Shares3.5K

Event2026-06-30

Filed2026-07-21

CME

CME Group Inc Com

-6.58%

Shares15.4K

Event2026-06-30

Filed2026-07-21

WDC

Western Digital Corp

4.52%

Shares5.3K

Event2026-06-30

Filed2026-07-21

IWR

Ishares Tr Russell Midcap ETF

-3.88%

Shares30.6K

Event2026-06-30

Filed2026-07-21

Colgate-Palmolive Co

-6.43%

Shares36.6K

Event2026-06-30

Filed2026-07-21

Johnson Ctls Intl Plc ADR

1.00%

Shares22.9K

Event2026-06-30

Filed2026-07-21

ISRG

Intuitive Surgical Inc

-11.93%

Shares8.3K

Event2026-06-30

Filed2026-07-21

CSX

CSX Corp

0.38%

Shares69.0K

Event2026-06-30

Filed2026-07-21

QUAL

Ishares Edge MSCI USA Quality

7.53%

Shares14.9K

Event2026-06-30

Filed2026-07-21

HLT

Hilton Worldwide Hldgs Inc

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-21

DIS

Walt Disney Co

0.74%

Shares33.5K

Event2026-06-30

Filed2026-07-21

Waste Management Inc

-3.18%

Shares14.3K

Event2026-06-30

Filed2026-07-21

COF

Capital One Financial

-0.68%

Shares15.5K

Event2026-06-30

Filed2026-07-21

SMFG

Sumitomo Mitsui ADR

-3.36%

Shares131.8K

Event2026-06-30

Filed2026-07-21

Boeing Co

0.69%

Shares14.3K

Event2026-06-30

Filed2026-07-21

GILD

Gilead Sciences Inc

-3.82%

Shares24.2K

Event2026-06-30

Filed2026-07-21

Crowdstrike Hldgs Inc Cl A

-7.00%

Shares4.0K

Event2026-06-30

Filed2026-07-21

STT

State Street Corp

0.58%

Shares17.3K

Event2026-06-30

Filed2026-07-21

Edwards Lifesciences Corporati

0.10%

Shares32.2K

Event2026-06-30

Filed2026-07-21

LOW

Lowes Companies Inc

-12.79%

Shares13.2K

Event2026-06-30

Filed2026-07-21

Verizon Communications

-10.08%

Shares68.5K

Event2026-06-30

Filed2026-07-21

Travelers Cos Inc

4.71%

Shares8.8K

Event2026-06-30

Filed2026-07-21

BLK

Blackrock Inc

-1.32%

Shares3.0K

Event2026-06-30

Filed2026-07-21

Citigroup Inc

-0.07%

Shares20.2K

Event2026-06-30

Filed2026-07-21

Southern Co

3.22%

Shares29.0K

Event2026-06-30

Filed2026-07-21

HIG

Hartford Insurance Group Inc

-2.93%

Shares20.9K

Event2026-06-30

Filed2026-07-21

AT&T Inc

-9.27%

Shares132.8K

Event2026-06-30

Filed2026-07-21

ITW

Illinois Tool Works Inc

-3.16%

Shares10.1K

Event2026-06-30

Filed2026-07-21

MCO

Moodys Corp

-6.40%

Shares5.8K

Event2026-06-30

Filed2026-07-21

DUK

Duke Energy Corp

2.01%

Shares20.7K

Event2026-06-30

Filed2026-07-21

GWW

Grainger W.W. Inc

1.75%

Shares1.9K

Event2026-06-30

Filed2026-07-21

PNC

PNC Financial Services Group

1.01%

Shares10.6K

Event2026-06-30

Filed2026-07-21

MPC

Marathon Petroleum Corp

0.72%

Shares10.2K

Event2026-06-30

Filed2026-07-21

PLD

Prologis Inc

-1.70%

Shares19.1K

Event2026-06-30

Filed2026-07-21

LPLA

LPL Finl Hldgs Inc

-1.61%

Shares8.9K

Event2026-06-30

Filed2026-07-21

AFL

AFLAC Inc

0.76%

Shares21.4K

Event2026-06-30

Filed2026-07-21

VWO

Vanguard MSCI Emerging Markets

-5.36%

Shares41.8K

Event2026-06-30

Filed2026-07-21

VRTX

Vertex Pharmaceuticals Inc

5.09%

Shares5.0K

Event2026-06-30

Filed2026-07-21

NEM

Newmont Mining Corp New

3.94%

Shares26.4K

Event2026-06-30

Filed2026-07-21

IXN

iShares Global Tech ETF

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-21

COP

ConocoPhillips

2.15%

Shares23.6K

Event2026-06-30

Filed2026-07-21

3M Company

0.03%

Shares15.1K

Event2026-06-30

Filed2026-07-21

Altria Group Inc

-1.88%

Shares34.0K

Event2026-06-30

Filed2026-07-21

NSC

Norfolk Southern Corp

-0.25%

Shares7.7K

Event2026-06-30

Filed2026-07-21

PGR

Progressive Corp Ohio

-0.35%

Shares11.1K

Event2026-06-30

Filed2026-07-21

SBUX

Starbucks Corp

-14.32%

Shares23.6K

Event2026-06-30

Filed2026-07-21

MRVL

Marvell Technology Group Ltd

16.76%

Shares8.0K

Event2026-06-30

Filed2026-07-21

General Dynamics Corp

-5.12%

Shares6.7K

Event2026-06-30

Filed2026-07-21

AstraZeneca Plc

New

Shares12.5K

Event2026-06-30

Filed2026-07-21

XLK

State Street Technology Select

-2.86%

Shares12.4K

Event2026-06-30

Filed2026-07-21

ALL

Allstate Corp

4.17%

Shares9.9K

Event2026-06-30

Filed2026-07-21

WELL

Welltower Op Inc

-3.02%

Shares10.2K

Event2026-06-30

Filed2026-07-21

USB

U.S. Bancorp

2.91%

Shares38.2K

Event2026-06-30

Filed2026-07-21

EBAY

eBay Inc

0.23%

Shares20.7K

Event2026-06-30

Filed2026-07-21

NVS

Novartis AG ADR

-0.84%

Shares14.4K

Event2026-06-30

Filed2026-07-21

ORLY

O Reilly Automotive, Inc.

-7.97%

Shares24.3K

Event2026-06-30

Filed2026-07-21

Quanta Services Inc

-1.46%

Shares3.1K

Event2026-06-30

Filed2026-07-21

Microchip Technology Inc

0.63%

Shares24.2K

Event2026-06-30

Filed2026-07-21

TDG

TransDigm Group Inc

6.33%

Shares1.6K

Event2026-06-30

Filed2026-07-21

Blackstone Group Inc

18.21%

Shares18.6K

Event2026-06-30

Filed2026-07-21

NTRS

Northern Trust

0.57%

Shares12.6K

Event2026-06-30

Filed2026-07-21

KMI

Kinder Morgan Inc

0.97%

Shares68.4K

Event2026-06-30

Filed2026-07-21

XLG

Invesco S&P 500 Top 50 ETF

0.00%

Shares35.2K

Event2026-06-30

Filed2026-07-21

ServiceNow, Inc.

20.27%

Shares21.6K

Event2026-06-30

Filed2026-07-21

Accenture Plc Shs Cl A ADR

-16.87%

Shares17.2K

Event2026-06-30

Filed2026-07-21

CDNS

Cadence Design Systems Inc

3.21%

Shares5.7K

Event2026-06-30

Filed2026-07-21

DEM

Wisdomtree ETF Emerging Market

6.65%

Shares39.4K

Event2026-06-30

Filed2026-07-21

MAR

Marriott Intl Inc New Cl A

9.39%

Shares5.7K

Event2026-06-30

Filed2026-07-21

Cigna Group

-0.81%

Shares7.5K

Event2026-06-30

Filed2026-07-21

HSY

Hershey Co

-0.44%

Shares11.7K

Event2026-06-30

Filed2026-07-21

TFC

Truist Finl Corp

1.73%

Shares41.2K

Event2026-06-30

Filed2026-07-21

SPG

Simon Ppty Group Inc

-4.23%

Shares8.9K

Event2026-06-30

Filed2026-07-21

General Motors Co

0.24%

Shares25.5K

Event2026-06-30

Filed2026-07-21

VNT

Vontier Corporation

-4.58%

Shares67.4K

Event2026-06-30

Filed2026-07-21

ELV

Elevance Health Inc

3.25%

Shares5.0K

Event2026-06-30

Filed2026-07-21

MUFG

Mitsubishi UFJ Finl Group ADR

-2.83%

Shares96.0K

Event2026-06-30

Filed2026-07-21

Vanguard Small-Cap MFC

-4.61%

Shares6.2K

Event2026-06-30

Filed2026-07-21

TEL

TE Connectivity Ltd

0.03%

Shares9.3K

Event2026-06-30

Filed2026-07-21

OMC

Omnicom Group Inc

-11.48%

Shares25.8K

Event2026-06-30

Filed2026-07-21

VLO

Valero Energy Corp

-0.19%

Shares7.2K

Event2026-06-30

Filed2026-07-21

MSI

Motorola Solutions Inc

-2.76%

Shares4.5K

Event2026-06-30

Filed2026-07-21

CIEN

Ciena Corp

8.23%

Shares3.7K

Event2026-06-30

Filed2026-07-21

VGT

Vanguard Information Technolog

692.60%

Shares15.3K

Event2026-06-30

Filed2026-07-21

AppLovin Corp Cl A

5.80%

Shares3.5K

Event2026-06-30

Filed2026-07-21

WMB

Williams Co

3.87%

Shares24.2K

Event2026-06-30

Filed2026-07-21

CVS

CVS Health Corp

4.06%

Shares17.4K

Event2026-06-30

Filed2026-07-21

PSX

Phillips 66

-2.86%

Shares10.6K

Event2026-06-30

Filed2026-07-21

URI

United Rentals Inc

0.38%

Shares1.6K

Event2026-06-30

Filed2026-07-21

EQIX

Equinix Inc

1.12%

Shares1.7K

Event2026-06-30

Filed2026-07-21

FLEX

Flextronics International

-2.18%

Shares10.9K

Event2026-06-30

Filed2026-07-21

FTNT

Fortinet Inc

5.90%

Shares11.5K

Event2026-06-30

Filed2026-07-21

ICE

IntercontinentalExchange Group

-7.52%

Shares14.3K

Event2026-06-30

Filed2026-07-21

RDY

Dr Reddys Lab Ltd ADR Repstg 1

-1.08%

Shares121.5K

Event2026-06-30

Filed2026-07-21

AZO

Autozone Inc

-8.18%

Shares550

Event2026-06-30

Filed2026-07-21

Vanguard Large-Cap MFC

12.11%

Shares5.1K

Event2026-06-30

Filed2026-07-21

BHP

BHP Billiton LTD ADR

1.11%

Shares20.9K

Event2026-06-30

Filed2026-07-21

Corteva Inc

7.35%

Shares20.5K

Event2026-06-30

Filed2026-07-21

IWD

Ishares Tr Russell 1000 Value

-0.78%

Shares7.1K

Event2026-06-30

Filed2026-07-21

KB Financial Group Inc ADR

6.94%

Shares16.3K

Event2026-06-30

Filed2026-07-21

TGT

Target Corp

-1.20%

Shares13.0K

Event2026-06-30

Filed2026-07-21

CTAS

Cintas Corp

8.12%

Shares10.0K

Event2026-06-30

Filed2026-07-21

VTR

Ventas Inc

-2.52%

Shares18.9K

Event2026-06-30

Filed2026-07-21

INTU

Intuit Inc

-24.78%

Shares6.4K

Event2026-06-30

Filed2026-07-21

SouthState Bank Corp

0.44%

Shares16.6K

Event2026-06-30

Filed2026-07-21

Royal Caribbean Cruises

1.59%

Shares5.2K

Event2026-06-30

Filed2026-07-21

IVOO

Vanguard S&P Mid-Cap 400 ETF

-3.62%

Shares12.7K

Event2026-06-30

Filed2026-07-21

HSBC

HSBC Holdings PLC ADR

-3.06%

Shares17.3K

Event2026-06-30

Filed2026-07-21

KEYS

Keysight Technologies Inc

-1.39%

Shares4.7K

Event2026-06-30

Filed2026-07-21

NVO

Novo Nordisk A/S ADR

-0.03%

Shares34.2K

Event2026-06-30

Filed2026-07-21

RIO

Rio Tinto PLC ADR

0.80%

Shares17.2K

Event2026-06-30

Filed2026-07-21

TDY

Teledyne Technologies Inc

2.11%

Shares2.4K

Event2026-06-30

Filed2026-07-21

ILMN

Illumina Inc

0.02%

Shares9.0K

Event2026-06-30

Filed2026-07-21

COHR

Coherent Corp

-1.21%

Shares4.0K

Event2026-06-30

Filed2026-07-21

CBRE

CB Richard Ellis Group Inc A

-1.58%

Shares11.7K

Event2026-06-30

Filed2026-07-21

AEP

American Electric Power Co Inc

1.19%

Shares11.5K

Event2026-06-30

Filed2026-07-21

NOC

Northrop Grumman Corp

-3.96%

Shares3.1K

Event2026-06-30

Filed2026-07-21

JBL

Jabil Circuit Inc

0.32%

Shares4.1K

Event2026-06-30

Filed2026-07-21

UBS

UBS Group Ag

1.36%

Shares31.5K

Event2026-06-30

Filed2026-07-21

SSNC

SS&C Technologies Holdings Inc

-7.43%

Shares24.9K

Event2026-06-30

Filed2026-07-21

Kroger Co

-2.42%

Shares27.6K

Event2026-06-30

Filed2026-07-21

RSG

Republic Services Inc

5.89%

Shares7.2K

Event2026-06-30

Filed2026-07-21

CARR

Carrier Global Corporation

1.16%

Shares20.8K

Event2026-06-30

Filed2026-07-21

TMUS

T-Mobile US Inc

-4.73%

Shares9.1K

Event2026-06-30

Filed2026-07-21

MPWR

Monolithic Pwr Sys Inc

-1.53%

Shares1.1K

Event2026-06-30

Filed2026-07-21

CRH

CRH Plc

143.58%

Shares14.1K

Event2026-06-30

Filed2026-07-21

YUM

Yum! Brands Inc

0.18%

Shares9.4K

Event2026-06-30

Filed2026-07-21

MSCI

MSCI Inc Com

-3.52%

Shares2.7K

Event2026-06-30

Filed2026-07-21

Freeport-McMoran Inc Cl B

-0.41%

Shares23.6K

Event2026-06-30

Filed2026-07-21

EXC

Exelon Corp

56.78%

Shares31.7K

Event2026-06-30

Filed2026-07-21

HCA

HCA Holdings Inc

-5.46%

Shares3.7K

Event2026-06-30

Filed2026-07-21

BALL

Ball Corporation

-5.55%

Shares23.3K

Event2026-06-30

Filed2026-07-21

Consolidated Edison Inc

1.38%

Shares13.1K

Event2026-06-30

Filed2026-07-21

FANG

Diamondback Energy Inc

0.95%

Shares8.2K

Event2026-06-30

Filed2026-07-21

IYW

Ishares Trust Dow Jones US Tec

-0.96%

Shares5.7K

Event2026-06-30

Filed2026-07-21

XPO

XPO Inc

-0.45%

Shares6.9K

Event2026-06-30

Filed2026-07-21

FDX

Fedex Corp

-2.14%

Shares4.5K

Event2026-06-30

Filed2026-07-21

GIS

General Mills Inc

252.51%

Shares40.4K

Event2026-06-30

Filed2026-07-21

BIIB

Biogen Idec Inc

1.88%

Shares6.5K

Event2026-06-30

Filed2026-07-21

BTI

British Amer Tobacco PLC ADR

-3.63%

Shares22.6K

Event2026-06-30

Filed2026-07-21

CMCSA

Comcast Corp Cl A

-25.21%

Shares56.8K

Event2026-06-30

Filed2026-07-21

SLB

SLB Limited

5.42%

Shares29.9K

Event2026-06-30

Filed2026-07-21

EOG

EOG Resources Inc

1.91%

Shares10.7K

Event2026-06-30

Filed2026-07-21

SHEL

Shell PLC- Adr

-0.04%

Shares17.8K

Event2026-06-30

Filed2026-07-21

Orix Corp ADR

-2.88%

Shares36.3K

Event2026-06-30

Filed2026-07-21

HWM

Howmet Aerospace Inc

0.97%

Shares5.1K

Event2026-06-30

Filed2026-07-21

UBER

Uber Technologies Inc

-18.04%

Shares18.9K

Event2026-06-30

Filed2026-07-21

DVN

Devon Energy Corporation New

47.46%

Shares32.7K

Event2026-06-30

Filed2026-07-21

COR

Cencora Inc

-10.00%

Shares4.7K

Event2026-06-30

Filed2026-07-21

SNPS

Synopsys Inc

8.45%

Shares3.0K

Event2026-06-30

Filed2026-07-21

QDEF

FlexShares Quality Dividend De

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-21

VLUE

iShares Edge MSCI USA Value Fa

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-21

DOV

Dover Corporation

2.23%

Shares5.8K

Event2026-06-30

Filed2026-07-21

Aegon Ltd ADR

0.00%

Shares152.9K

Event2026-06-30

Filed2026-07-21

Labcorp Holdings Inc

10.28%

Shares4.6K

Event2026-06-30

Filed2026-07-21

VIOO

Vanguard S&P Small-Cap 600 ETF

-6.04%

Shares9.3K

Event2026-06-30

Filed2026-07-21

ROST

Ross Stores

0.85%

Shares6.0K

Event2026-06-30

Filed2026-07-21

CEG

Constellation Energy Corp

-9.78%

Shares5.2K

Event2026-06-30

Filed2026-07-21

TRGP

Targa Resources Corp.

0.55%

Shares4.8K

Event2026-06-30

Filed2026-07-21

PCAR

Paccar Inc

-2.90%

Shares10.6K

Event2026-06-30

Filed2026-07-21

Banco Santander S/A ADR

-4.04%

Shares92.1K

Event2026-06-30

Filed2026-07-21

BMY

Bristol Myers Squibb Co

-2.73%

Shares21.9K

Event2026-06-30

Filed2026-07-21

AIG

American International Group I

1.30%

Shares16.8K

Event2026-06-30

Filed2026-07-21

MNST

Monster Beverage Corp

-0.53%

Shares13.0K

Event2026-06-30

Filed2026-07-21

WSM

Williams-Sonoma Inc

-1.00%

Shares5.3K

Event2026-06-30

Filed2026-07-21

Electronic Arts Inc

2.03%

Shares6.0K

Event2026-06-30

Filed2026-07-21

IWS

Ishares Tr Russell Midcap Valu

10.34%

Shares7.4K

Event2026-06-30

Filed2026-07-21

MMC

Marsh

-11.50%

Shares7.3K

Event2026-06-30

Filed2026-07-21

RRX

Regal Rexnord Corporation

0.12%

Shares5.0K

Event2026-06-30

Filed2026-07-21

IWB

Ishares Russell 1000 Index

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-21

NUE

Nucor Corportion

-0.43%

Shares5.4K

Event2026-06-30

Filed2026-07-21

FIX

Comfort Sys USA Inc

1.36%

Shares597

Event2026-06-30

Filed2026-07-21

SCHB

Schwab U.S. Broad Market ETF

0.93%

Shares40.7K

Event2026-06-30

Filed2026-07-21

DVY

Ishares Dow Jones Select Div I

41.24%

Shares7.4K

Event2026-06-30

Filed2026-07-21

XEL

Xcel Energy Inc

-2.68%

Shares14.5K

Event2026-06-30

Filed2026-07-21

SPYV

State Street SPDR S&P 500 Valu

0.00%

Shares19.1K

Event2026-06-30

Filed2026-07-21

CHRW

CH Robinson Worldwide Inc New

1.66%

Shares6.1K

Event2026-06-30

Filed2026-07-21

FSLR

First Solar

-0.29%

Shares4.9K

Event2026-06-30

Filed2026-07-21

ING

ING Groep N V ADR

-6.80%

Shares36.6K

Event2026-06-30

Filed2026-07-21

Qnity Electronics Inc

-19.01%

Shares7.0K

Event2026-06-30

Filed2026-07-21

IRM

Iron Mountain Inc.

-0.55%

Shares9.0K

Event2026-06-30

Filed2026-07-21

Centerpoint Energy Inc

-0.42%

Shares25.9K

Event2026-06-30

Filed2026-07-21

Ameriprise Financial Inc

-1.75%

Shares2.5K

Event2026-06-30

Filed2026-07-21

ETR

Entergy Corp

6.62%

Shares9.9K

Event2026-06-30

Filed2026-07-21

DOW

Dow Inc

1.44%

Shares41.4K

Event2026-06-30

Filed2026-07-21

Toyota Motor Corp ADR

-5.66%

Shares6.7K

Event2026-06-30

Filed2026-07-21

CAH

Cardinal Health Inc

0.25%

Shares4.7K

Event2026-06-30

Filed2026-07-21

DAL

Delta Airlines Inc

1.34%

Shares12.0K

Event2026-06-30

Filed2026-07-21

DHI

D R Horton Inc

-1.08%

Shares6.9K

Event2026-06-30

Filed2026-07-21

MKS Inc

0.60%

Shares2.5K

Event2026-06-30

Filed2026-07-21

IFF

International Flavors & Fragra

6.39%

Shares14.1K

Event2026-06-30

Filed2026-07-21

Broadridge Financial Solutions

4.92%

Shares8.1K

Event2026-06-30

Filed2026-07-21

AON

Aon PLC SHS CL A

-1.04%

Shares3.3K

Event2026-06-30

Filed2026-07-21

OMF

Onemain Hldgs Inc

0.32%

Shares18.1K

Event2026-06-30

Filed2026-07-21

DTE

DTE Energy Co

1.98%

Shares7.1K

Event2026-06-30

Filed2026-07-21

Agilent Technologies

0.84%

Shares8.1K

Event2026-06-30

Filed2026-07-21

VIG

Vanguard Dividend Appreciation

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-21

KMB

Kimberly-Clark Corp

0.42%

Shares9.8K

Event2026-06-30

Filed2026-07-21

ODFL

Old Dominion Freight Line Inc

0.53%

Shares5.0K

Event2026-06-30

Filed2026-07-21

TTE

TotalEnergies SE

-2.21%

Shares13.8K

Event2026-06-30

Filed2026-07-21

SONY

Sony Corp ADR

-4.88%

Shares51.7K

Event2026-06-30

Filed2026-07-21

APD

Air Products and Chemicals Inc

-2.51%

Shares3.5K

Event2026-06-30

Filed2026-07-21

HST

Host Hotels and Resorts

0.38%

Shares43.6K

Event2026-06-30

Filed2026-07-21

IWP

Ishares Russell Midcap Growth

20.44%

Shares7.0K

Event2026-06-30

Filed2026-07-21

SCHV

Schwab U.S. Large-Cap Value ET

3.08%

Shares29.5K

Event2026-06-30

Filed2026-07-21

MAS

Masco Corp

3.81%

Shares12.5K

Event2026-06-30

Filed2026-07-21

ADM

Archer-Daniels Midland Co

-1.35%

Shares13.3K

Event2026-06-30

Filed2026-07-21

SHG

Shinhan Financial Group Co LTD

7.21%

Shares16.1K

Event2026-06-30

Filed2026-07-21

NDAQ

Nasdaq Stock Market Inc Accred

-30.15%

Shares12.6K

Event2026-06-30

Filed2026-07-21

CFG

Citizens Finl Group Inc

-0.72%

Shares14.2K

Event2026-06-30

Filed2026-07-21

NRG

NRG Energy Inc

0.07%

Shares6.8K

Event2026-06-30

Filed2026-07-21

HUM

Humana Inc

25.53%

Shares2.5K

Event2026-06-30

Filed2026-07-21

EQT

EQT Corp

-7.90%

Shares18.5K

Event2026-06-30

Filed2026-07-21

BSX

Boston Scientific Corp

-4.68%

Shares23.0K

Event2026-06-30

Filed2026-07-21

Ford Motor Co Del

3.20%

Shares70.7K

Event2026-06-30

Filed2026-07-21

SRE

Sempra Energy Inc

-0.83%

Shares10.6K

Event2026-06-30

Filed2026-07-21

STLD

Steel Dynamics

-3.20%

Shares4.2K

Event2026-06-30

Filed2026-07-21

ALB

Albemarle Corp

-3.18%

Shares7.2K

Event2026-06-30

Filed2026-07-21

ALAB

Astera Labs Inc

1.83%

Shares2.0K

Event2026-06-30

Filed2026-07-21

UNM

UNUMProvident Corp

3.21%

Shares10.8K

Event2026-06-30

Filed2026-07-21

BIL

State Street SPDR Bloomberg 1-

New

Shares10.5K

Event2026-06-30

Filed2026-07-21

CIG

Companhia Energetica De Minas

0.00%

Shares456.8K

Event2026-06-30

Filed2026-07-21

Dominion Resources Inc

4.60%

Shares13.9K

Event2026-06-30

Filed2026-07-21

WEC

WEC Energy Group Inc

0.48%

Shares8.0K

Event2026-06-30

Filed2026-07-21

VMC

Vulcan Materials Inc

-1.12%

Shares3.2K

Event2026-06-30

Filed2026-07-21

LNG

Cheniere Energy Inc

-3.99%

Shares3.9K

Event2026-06-30

Filed2026-07-21

IAU

Ishares Gold Tr

6.27%

Shares12.3K

Event2026-06-30

Filed2026-07-21

VST

Vistra Energy Corp

-3.90%

Shares5.8K

Event2026-06-30

Filed2026-07-21

NACP

Impact Shares NAACP Minority E

-7.51%

Shares15.2K

Event2026-06-30

Filed2026-07-21

HPE

Hewlett Packard Enterprise Co

-3.23%

Shares20.5K

Event2026-06-30

Filed2026-07-21

VRSK

Verisk Analytics Inc

-34.07%

Shares5.1K

Event2026-06-30

Filed2026-07-21

WCC

Wesco International Inc

-0.15%

Shares2.6K

Event2026-06-30

Filed2026-07-21

WTFC

Wintrust Financial Corporation

17.67%

Shares5.6K

Event2026-06-30

Filed2026-07-21

AXON

Axon Enterprise Inc

-7.93%

Shares1.6K

Event2026-06-30

Filed2026-07-21

PEG

Public Service Enterprise Grou

-3.43%

Shares11.1K

Event2026-06-30

Filed2026-07-21

WAB

Westinghouse Air Brake Tech Co

3.83%

Shares3.3K

Event2026-06-30

Filed2026-07-21

SGI

Somnigroup International Inc

7.91%

Shares11.3K

Event2026-06-30

Filed2026-07-21

LHX

L3harris Technologies Inc

-1.62%

Shares3.0K

Event2026-06-30

Filed2026-07-21

PYPL

Paypal Holdings Inc

-2.54%

Shares20.4K

Event2026-06-30

Filed2026-07-21

NTAP

Netapp Inc

-0.68%

Shares5.7K

Event2026-06-30

Filed2026-07-21

CHD

Church & Dwight Co Inc

3.99%

Shares9.1K

Event2026-06-30

Filed2026-07-21

HUBS

Hubspot Inc

New

Shares4.8K

Event2026-06-30

Filed2026-07-21

LAMR

Lamar Advertising Co New Cl A

-0.07%

Shares5.6K

Event2026-06-30

Filed2026-07-21

Idexx Labs Inc

13.68%

Shares1.7K

Event2026-06-30

Filed2026-07-21

Medtronic Plc ADR

-24.72%

Shares11.2K

Event2026-06-30

Filed2026-07-21

NXP Semiconductors ADR

2.68%

Shares3.1K

Event2026-06-30

Filed2026-07-21

CMS

CMS Energy Corp

7.08%

Shares11.4K

Event2026-06-30

Filed2026-07-21

GLD

SPDR Gold Tr MFC

-10.09%

Shares2.4K

Event2026-06-30

Filed2026-07-21

VNO

Vornado Realty Trust

13.65%

Shares22.1K

Event2026-06-30

Filed2026-07-21

AME

Ametek Inc

0.08%

Shares3.6K

Event2026-06-30

Filed2026-07-21

XYL

Xylem Inc

-13.68%

Shares7.3K

Event2026-06-30

Filed2026-07-21

FERG

Ferguson Enterprises Inc

-3.53%

Shares3.7K

Event2026-06-30

Filed2026-07-21

DLR

Digital Rlty Tr Inc

-6.04%

Shares4.8K

Event2026-06-30

Filed2026-07-21

TPR

Tapestry Inc

0.05%

Shares5.9K

Event2026-06-30

Filed2026-07-21

VRT

VERTIV HOLDINGS CO COM CL A

41.88%

Shares2.6K

Event2026-06-30

Filed2026-07-21

VYM

Vanguard High Dividend Yield E

-0.13%

Shares5.4K

Event2026-06-30

Filed2026-07-21

FCNCA

First Ctzns Bancshares Inc N C

-8.74%

Shares407

Event2026-06-30

Filed2026-07-21

VIAV

Viavi Solutions Inc

0.06%

Shares17.7K

Event2026-06-30

Filed2026-07-21

REGN

Regeneron Pharmaceuticals

-8.89%

Shares1.4K

Event2026-06-30

Filed2026-07-21

CASY

Casey's General Stores

13.11%

Shares1.1K

Event2026-06-30

Filed2026-07-21

SCHX

Schwab US Large Cap ETF

-3.96%

Shares28.4K

Event2026-06-30

Filed2026-07-21

VOOG

Vanguard S&P 500 Growth ETF

500.00%

Shares10.1K

Event2026-06-30

Filed2026-07-21

Alibaba Group Hldg Ltd ADR

-1.33%

Shares8.6K

Event2026-06-30

Filed2026-07-21

XLY

State Street Consumer Disc Sel

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-21

Realty Income Corp

-14.95%

Shares13.2K

Event2026-06-30

Filed2026-07-21

OKE

Oneok Inc

-0.64%

Shares9.3K

Event2026-06-30

Filed2026-07-21

UPS

United Parcel Service Inc Cl B

5.84%

Shares7.5K

Event2026-06-30

Filed2026-07-21

UAL

United Continental Holdings In

0.21%

Shares5.9K

Event2026-06-30

Filed2026-07-21

KKR

KKR and Co Inc

0.39%

Shares8.7K

Event2026-06-30

Filed2026-07-21

WOMN

Impact Shares Women's Empowerm

-6.30%

Shares18.7K

Event2026-06-30

Filed2026-07-21

RPG

Invesco S&P 500 Pure Growth

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-21

WBD

Warner Bros Discovery Inc Cl A

-10.86%

Shares29.5K

Event2026-06-30

Filed2026-07-21

SPYG

State Street SPDR S&P 500 Grow

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-21

PAYX

Paychex Inc

-0.75%

Shares8.0K

Event2026-06-30

Filed2026-07-21

ALV

Autoliv Inc

12.88%

Shares6.7K

Event2026-06-30

Filed2026-07-21

GRMN

Garmin Ltd

-13.45%

Shares3.3K

Event2026-06-30

Filed2026-07-21

Datadog Inc Class A

54.90%

Shares3.0K

Event2026-06-30

Filed2026-07-21

DGX

Quest Diagnostics Inc

1.08%

Shares3.6K

Event2026-06-30

Filed2026-07-21

EQH

Equitable Hldgs Inc

0.00%

Shares17.6K

Event2026-06-30

Filed2026-07-21

Dupont De Nemours Inc

New

Shares5.7K

Event2026-06-30

Filed2026-07-21

SCHM

Schwab U.S. Mid-Cap ETF

-6.93%

Shares20.7K

Event2026-06-30

Filed2026-07-21

RSPT

Invesco S&P 500 Equal Weight T

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-21

GHC

GRAHAM HLDGS CO COM CL B

0.00%

Shares668

Event2026-06-30

Filed2026-07-21

MTD

Mettler Toledo International I

-21.87%

Shares593

Event2026-06-30

Filed2026-07-21

EME

Emcor Group Inc

8.96%

Shares912

Event2026-06-30

Filed2026-07-21

XLF

State Street Financial Select

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-21

BKR

Baker Hughes A GE Co

-3.11%

Shares13.5K

Event2026-06-30

Filed2026-07-21

MKL

Markel Group Inc

24.76%

Shares383

Event2026-06-30

Filed2026-07-21

CINF

Cincinnati Financial Corp

1.36%

Shares3.9K

Event2026-06-30

Filed2026-07-21

MLM

Martin Marietta Matls Inc

-0.55%

Shares1.3K

Event2026-06-30

Filed2026-07-21

PRU

Prudential Financial Inc

-4.73%

Shares6.7K

Event2026-06-30

Filed2026-07-21

Ryder Sys Inc

-3.37%

Shares2.7K

Event2026-06-30

Filed2026-07-21

ENB

Enbridge Inc ADR

5.98%

Shares13.3K

Event2026-06-30

Filed2026-07-21

ASE Industrial Holding Co Ltd

14.49%

Shares15.6K

Event2026-06-30

Filed2026-07-21

DRI

Darden Restaurants Inc

-0.12%

Shares3.4K

Event2026-06-30

Filed2026-07-21

TER

Teradyne Inc

-0.90%

Shares1.4K

Event2026-06-30

Filed2026-07-21

PFG

Principal Financial Group Inc

-3.59%

Shares6.4K

Event2026-06-30

Filed2026-07-21

SYY

Sysco Corp

-22.36%

Shares8.3K

Event2026-06-30

Filed2026-07-21

Vanguard Total World Stock Ind

-8.35%

Shares4.4K

Event2026-06-30

Filed2026-07-21

GOVT

iShares Core US Treasury

-20.64%

Shares30.1K

Event2026-06-30

Filed2026-07-21

Regions Financial Corporation

13.79%

Shares22.7K

Event2026-06-30

Filed2026-07-21

EXPD

Expeditors Intl Washington

-0.31%

Shares4.2K

Event2026-06-30

Filed2026-07-21

MFG

Mizuho Financial Group ADR

-2.62%

Shares68.7K

Event2026-06-30

Filed2026-07-21

Unilever PLC ADR

-17.43%

Shares10.9K

Event2026-06-30

Filed2026-07-21

VLTO

Veralto Corp

-9.47%

Shares7.4K

Event2026-06-30

Filed2026-07-21

VLY

Valley Natl Bancorp

-8.61%

Shares44.4K

Event2026-06-30

Filed2026-07-21

OTIS

Otis Worldwide Corp Com

-3.73%

Shares9.0K

Event2026-06-30

Filed2026-07-21

VNQ

Vanguard REIT ETF

35.56%

Shares6.7K

Event2026-06-30

Filed2026-07-21

STE

Steris Plc

-6.98%

Shares3.1K

Event2026-06-30

Filed2026-07-21

PKG

Packaging Corp of America

1.73%

Shares2.7K

Event2026-06-30

Filed2026-07-21

CMG

Chipotle Mexican Grill Inc

16.56%

Shares18.9K

Event2026-06-30

Filed2026-07-21

PHG

Koninklijke Philips N V ADR

New

Shares23.6K

Event2026-06-30

Filed2026-07-21

NVR

NVR Inc

17.50%

Shares94

Event2026-06-30

Filed2026-07-21

IBN

Icici Bank LTD ADR

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-21

ATO

Atmos Energy Corp

1.07%

Shares3.7K

Event2026-06-30

Filed2026-07-21

ADSK

Autodesk Inc

-25.77%

Shares3.3K

Event2026-06-30

Filed2026-07-21

Loews Corp

1.57%

Shares5.6K

Event2026-06-30

Filed2026-07-21

JLL

Jones Lang Lasalle Inc

-2.71%

Shares2.0K

Event2026-06-30

Filed2026-07-21

NVT

Nvent Electric Plc

-0.58%

Shares3.6K

Event2026-06-30

Filed2026-07-21

Eversource Energy

-2.49%

Shares8.5K

Event2026-06-30

Filed2026-07-21

LECO

Lincoln Electric Holdings, Inc

0.61%

Shares2.3K

Event2026-06-30

Filed2026-07-21

FICO

Fair Isaac & Co

17.20%

Shares511

Event2026-06-30

Filed2026-07-21

Reliance Inc

2.02%

Shares1.6K

Event2026-06-30

Filed2026-07-21

ARW

Arrow Electronics

0.72%

Shares2.8K

Event2026-06-30

Filed2026-07-21

STIP

Ishares 0-5 year TIPS Bond ETF

20.10%

Shares5.9K

Event2026-06-30

Filed2026-07-21

Eni SPA ADR

-1.41%

Shares12.7K

Event2026-06-30

Filed2026-07-21

HAL

Halliburton Co

2.01%

Shares17.3K

Event2026-06-30

Filed2026-07-21

AWK

American Water Works Co Inc

-27.19%

Shares4.5K

Event2026-06-30

Filed2026-07-21

Anglogold Ashanti Limited

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-21

BOKF

Bank of Oklahoma Financial Cor

-0.07%

Shares4.2K

Event2026-06-30

Filed2026-07-21

AJG

Gallagher Arthur J & Co

-1.85%

Shares2.5K

Event2026-06-30

Filed2026-07-21

AMG

Affiliated Managers Group Inc

-3.25%

Shares1.7K

Event2026-06-30

Filed2026-07-21

BDX

Becton Dickinson & Company

0.47%

Shares3.9K

Event2026-06-30

Filed2026-07-21

VTRS

Viatris Inc

-1.03%

Shares36.6K

Event2026-06-30

Filed2026-07-21

CLS

Celestica Inc

2.92%

Shares1.6K

Event2026-06-30

Filed2026-07-21

UHAL.B

U-Haul Holding Company Series

-16.01%

Shares10.0K

Event2026-06-30

Filed2026-07-21

FTV

Fortive Corp

-0.03%

Shares9.4K

Event2026-06-30

Filed2026-07-21

DASH

Doordash Inc Cl A

-0.48%

Shares3.1K

Event2026-06-30

Filed2026-07-21

Argenx SE ADR

-0.96%

Shares620

Event2026-06-30

Filed2026-07-21

UTHR

United Therapeutics Corp

-6.38%

Shares1.1K

Event2026-06-30

Filed2026-07-21

EVR

Evercore Partners Inc Cl A

-1.29%

Shares1.7K

Event2026-06-30

Filed2026-07-21

MTB

M & T Bank Corp

0.72%

Shares2.4K

Event2026-06-30

Filed2026-07-21

AVT

Avnet Inc

-0.53%

Shares6.4K

Event2026-06-30

Filed2026-07-21

Barrick Mining Corp

-0.16%

Shares15.3K

Event2026-06-30

Filed2026-07-21

MTSI

M/A-COM Technology Solutions

0.55%

Shares1.5K

Event2026-06-30

Filed2026-07-21

EXPE

Expedia Inc

-3.54%

Shares2.2K

Event2026-06-30

Filed2026-07-21

NBIS

Yandex NV

New

Shares2.0K

Event2026-06-30

Filed2026-07-21

Curtiss Wright Corp

11.50%

Shares727

Event2026-06-30

Filed2026-07-21

IQV

Iqvia Holdings Inc

-0.94%

Shares2.9K

Event2026-06-30

Filed2026-07-21

Live Nation Entertainment Inc

14.46%

Shares3.0K

Event2026-06-30

Filed2026-07-21

LEN

Lennar Corporation Cl A

29.14%

Shares6.0K

Event2026-06-30

Filed2026-07-21

Cipher Digital Inc

-2.16%

Shares22.2K

Event2026-06-30

Filed2026-07-21

DIA

State Street SPDR DJIA Trust E

-1.14%

Shares1.0K

Event2026-06-30

Filed2026-07-21

ON Semiconductor Corp

1.39%

Shares5.7K

Event2026-06-30

Filed2026-07-21

IUSG

Ishares Core S&P U.S. Growth

New

Shares2.9K

Event2026-06-30

Filed2026-07-21

PSA

Public Storage Inc

1.74%

Shares1.7K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available