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HARTLINE INVESTMENT CORP/

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13F filer, CIK 945625, WINNETKA, IL

HARTLINE INVESTMENT CORP/ reported $908,925,543 across 112 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 59.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000342

Period
2026-03-31
Reported value
$909M
Holdings
112
Top 10 weight
59.11%
New
6
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DELLadded+38,026$6.24M
VSTadded+34,869$5.24M
SHOPadded+23,784$2.82M
SCHJadded+63,035$1.56M
NVDAadded+5,712$996K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SOFIexited-475,451-$12.4M
NOWreduced-48,675-$5.09M
HOODreduced-44,153-$3.06M
PANWreduced-16,162-$2.59M
BLKreduced-2,259-$2.17M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001754960-26-000342, largest first. % of portfolio is the value over $908,925,543, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 969,759 shares; 2024Q4: 899,358 shares; 2025Q1: 802,232 shares; 2025Q2: 764,224 shares; 2025Q3: 703,009 shares; 2025Q4: 624,143 shares; 2026Q1: 629,855 shares 629,855$110M12.09%+5,712Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 120 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119$85.5M9.4%0Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,935 shares; 2024Q4: 721,221 shares; 2025Q1: 940,534 shares; 2025Q2: 848,010 shares; 2025Q3: 1,159,242 shares; 2025Q4: 1,418,087 shares; 2026Q1: 1,407,923 shares 1,407,923$71.7M7.89%-10,164Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,818 shares; 2024Q4: 262,525 shares; 2025Q1: 253,665 shares; 2025Q2: 219,787 shares; 2025Q3: 217,153 shares; 2025Q4: 217,048 shares; 2026Q1: 217,374 shares 217,374$55.2M6.07%+326Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,689 shares; 2024Q4: 244,803 shares; 2025Q1: 258,781 shares; 2025Q2: 192,140 shares; 2025Q3: 217,776 shares; 2025Q4: 192,989 shares; 2026Q1: 190,948 shares 190,948$47.8M5.26%-2,041Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,463 shares; 2024Q4: 230,082 shares; 2025Q1: 226,379 shares; 2025Q2: 135,097 shares; 2025Q3: 135,758 shares; 2025Q4: 133,926 shares; 2026Q1: 136,491 shares 136,491$39.2M4.32%+2,565Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,519 shares; 2025Q3: 295,362 shares; 2025Q4: 288,783 shares; 2026Q1: 275,364 shares 275,364$37.4M4.12%-13,419Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,412 shares; 2024Q4: 368,106 shares; 2025Q1: 375,717 shares; 2025Q2: 409,121 shares; 2025Q3: 397,843 shares; 2025Q4: 358,102 shares; 2026Q1: 361,043 shares 361,043$35.8M3.93%+2,941Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,240 shares; 2024Q4: 162,286 shares; 2025Q1: 155,688 shares; 2025Q2: 151,886 shares; 2025Q3: 140,600 shares; 2025Q4: 140,974 shares; 2026Q1: 143,699 shares 143,699$29.9M3.29%+2,725Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,379 shares; 2024Q4: 264,336 shares; 2025Q1: 160,456 shares; 2025Q2: 146,455 shares; 2025Q3: 151,164 shares; 2025Q4: 121,122 shares; 2026Q1: 120,517 shares 120,517$24.9M2.74%-605Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,590 shares; 2024Q4: 92,374 shares; 2025Q1: 73,766 shares; 2025Q2: 68,158 shares; 2025Q3: 65,819 shares; 2025Q4: 65,788 shares; 2026Q1: 66,019 shares 66,019$24.4M2.69%+231Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,197 shares; 2024Q4: 170,905 shares; 2025Q1: 151,981 shares; 2025Q2: 151,549 shares; 2025Q3: 147,512 shares; 2025Q4: 116,487 shares; 2026Q1: 114,656 shares 114,656$23.3M2.57%-1,831Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,986 shares; 2024Q4: 185,086 shares; 2025Q1: 183,849 shares; 2025Q2: 183,849 shares; 2025Q3: 183,579 shares; 2025Q4: 183,339 shares; 2026Q1: 183,189 shares 183,189$22.8M2.5%-150Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,237 shares; 2024Q4: 30,614 shares; 2025Q1: 36,623 shares; 2025Q2: 36,299 shares; 2025Q3: 32,358 shares; 2025Q4: 31,161 shares; 2026Q1: 31,749 shares 31,749$18.2M2%+588Timeline
SCHJSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,625 shares; 2025Q4: 577,290 shares; 2026Q1: 640,325 shares 640,325$15.8M1.74%+63,035Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,151 shares; 2025Q3: 14,681 shares; 2025Q4: 16,330 shares; 2026Q1: 17,022 shares 17,022$14.9M1.63%+692Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,673 shares; 2025Q4: 46,606 shares; 2026Q1: 84,632 shares 84,632$13.9M1.53%+38,026Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,174 shares; 2024Q4: 67,466 shares; 2025Q1: 81,614 shares; 2025Q2: 67,012 shares; 2025Q3: 77,571 shares; 2025Q4: 81,902 shares; 2026Q1: 83,337 shares 83,337$13.7M1.51%+1,435Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,958 shares; 2024Q4: 15,517 shares; 2025Q1: 14,188 shares; 2025Q2: 16,949 shares; 2025Q3: 17,245 shares; 2025Q4: 13,760 shares; 2026Q1: 14,494 shares 14,494$13.3M1.47%+734Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,387 shares; 2025Q4: 105,064 shares; 2026Q1: 113,135 shares 113,135$12.8M1.41%+8,071Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,515 shares; 2024Q4: 182,984 shares; 2025Q1: 185,983 shares; 2025Q2: 145,260 shares; 2025Q3: 104,641 shares; 2025Q4: 81,034 shares; 2026Q1: 81,470 shares 81,470$11.9M1.31%+436Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,156 shares; 2024Q4: 21,207 shares; 2025Q1: 21,347 shares; 2025Q2: 23,947 shares; 2025Q3: 22,970 shares; 2025Q4: 22,501 shares; 2026Q1: 22,732 shares 22,732$10.9M1.2%+231Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 418,322 shares; 2025Q2: 421,518 shares; 2025Q3: 243,450 shares; 2025Q4: 207,480 shares; 2026Q1: 213,380 shares 213,380$10.8M1.19%+5,900Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,188 shares; 2024Q4: 64,188 shares; 2025Q1: 32,940 shares; 2025Q2: 30,126 shares; 2025Q3: 30,126 shares; 2025Q4: 30,126 shares; 2026Q1: 30,126 shares 30,126$9.85M1.08%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,769 shares; 2024Q4: 27,980 shares; 2025Q1: 21,063 shares; 2025Q2: 26,146 shares; 2025Q3: 26,139 shares; 2025Q4: 31,697 shares; 2026Q1: 31,658 shares 31,658$9.57M1.05%-39Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 9,978 shares; 2025Q1: 9,717 shares; 2025Q2: 9,717 shares; 2025Q3: 9,467 shares; 2025Q4: 9,432 shares; 2026Q1: 9,340 shares 9,340$9.31M1.02%-92Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,436 shares; 2024Q4: 61,444 shares; 2025Q1: 37,177 shares; 2025Q2: 25,182 shares; 2025Q3: 25,751 shares; 2025Q4: 32,701 shares; 2026Q1: 56,485 shares 56,485$6.7M0.74%+23,784Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,264 shares; 2024Q4: 31,816 shares; 2025Q1: 29,627 shares; 2025Q2: 28,533 shares; 2025Q3: 28,489 shares; 2025Q4: 28,362 shares; 2026Q1: 28,316 shares 28,316$6.69M0.74%-46Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,424 shares; 2024Q4: 16,550 shares; 2025Q1: 34,461 shares; 2025Q2: 66,555 shares; 2025Q3: 67,655 shares; 2025Q4: 68,785 shares; 2026Q1: 69,876 shares 69,876$6.49M0.71%+1,091Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,562 shares; 2025Q2: 13,185 shares; 2025Q3: 16,028 shares; 2025Q4: 16,441 shares; 2026Q1: 16,621 shares 16,621$5.94M0.65%+180Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,974 shares; 2025Q4: 3,523 shares; 2026Q1: 38,392 shares 38,392$5.77M0.63%+34,869Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174,764 shares; 2025Q3: 171,398 shares; 2025Q4: 83,640 shares; 2026Q1: 75,137 shares 75,137$5.4M0.59%-8,503Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,044 shares; 2024Q4: 20,063 shares; 2025Q1: 20,061 shares; 2025Q2: 19,533 shares; 2025Q3: 19,460 shares; 2025Q4: 19,257 shares; 2026Q1: 18,612 shares 18,612$4.52M0.5%-645Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,799 shares; 2024Q4: 25,800 shares; 2025Q1: 28,785 shares; 2025Q2: 28,036 shares; 2025Q3: 21,561 shares; 2025Q4: 91,010 shares; 2026Q1: 42,335 shares 42,335$4.43M0.49%-48,675Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,728 shares; 2024Q4: 15,628 shares; 2025Q1: 15,645 shares; 2025Q2: 15,697 shares; 2025Q3: 15,645 shares; 2025Q4: 14,007 shares; 2026Q1: 13,350 shares 13,350$4.39M0.48%-657Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,086 shares; 2024Q4: 15,271 shares; 2025Q1: 15,252 shares; 2025Q2: 14,005 shares; 2025Q3: 14,106 shares; 2025Q4: 14,114 shares; 2026Q1: 14,349 shares 14,349$4.34M0.48%+235Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,054 shares; 2024Q4: 14,337 shares; 2025Q1: 14,442 shares; 2025Q2: 13,837 shares; 2025Q3: 13,876 shares; 2025Q4: 14,320 shares; 2026Q1: 14,564 shares 14,564$4.28M0.47%+244Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,677 shares; 2024Q4: 47,916 shares; 2025Q1: 46,579 shares; 2025Q2: 47,899 shares; 2025Q3: 41,496 shares; 2025Q4: 36,218 shares; 2026Q1: 20,056 shares 20,056$3.22M0.35%-16,162Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,490 shares; 2024Q4: 32,490 shares; 2025Q1: 32,330 shares; 2025Q2: 64,660 shares; 2025Q3: 64,660 shares; 2025Q4: 64,660 shares; 2026Q1: 64,660 shares 64,660$3M0.33%0Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 14,165 shares; 2025Q4: 5,907 shares; 2026Q1: 7,151 shares 7,151$2.91M0.32%+1,244Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,385 shares; 2025Q2: 8,385 shares; 2025Q3: 8,385 shares; 2025Q4: 8,385 shares; 2026Q1: 8,385 shares 8,385$2.87M0.32%0Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,541 shares; 2025Q3: 19,080 shares; 2025Q4: 7,691 shares; 2026Q1: 10,006 shares 10,006$2.79M0.31%+2,315Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,815 shares; 2024Q4: 8,767 shares; 2025Q1: 8,698 shares; 2025Q2: 9,826 shares; 2025Q3: 12,288 shares; 2025Q4: 12,311 shares; 2026Q1: 12,311 shares 12,311$2.68M0.29%0Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,023 shares; 2024Q4: 11,958 shares; 2025Q1: 13,311 shares; 2025Q2: 11,703 shares; 2025Q3: 11,676 shares; 2025Q4: 11,510 shares; 2026Q1: 11,510 shares 11,510$2.64M0.29%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 5,291 shares; 2025Q1: 4,998 shares; 2025Q2: 4,998 shares; 2025Q3: 4,988 shares; 2025Q4: 4,988 shares; 2026Q1: 4,988 shares 4,988$2.47M0.27%0Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,035 shares; 2024Q4: 27,488 shares; 2025Q1: 36,098 shares; 2025Q2: 39,338 shares; 2025Q3: 32,078 shares; 2025Q4: 32,878 shares; 2026Q1: 45,280 shares 45,280$2.45M0.27%+12,402Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 3,754 shares; 2025Q1: 5,544 shares; 2025Q2: 5,394 shares; 2025Q3: 5,193 shares; 2025Q4: 5,379 shares; 2026Q1: 7,619 shares 7,619$2.36M0.26%+2,240Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,232 shares; 2024Q4: 27,232 shares; 2025Q1: 27,232 shares; 2025Q2: 27,232 shares; 2025Q3: 27,232 shares; 2025Q4: 27,232 shares; 2026Q1: 27,232 shares 27,232$2.11M0.23%0Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,959 shares; 2025Q3: 65,043 shares; 2025Q4: 74,003 shares; 2026Q1: 29,850 shares 29,850$2.07M0.23%-44,153Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,920 shares; 2024Q4: 8,920 shares; 2025Q1: 9,038 shares; 2025Q2: 8,148 shares; 2025Q3: 8,148 shares; 2025Q4: 8,210 shares; 2026Q1: 7,177 shares 7,177$2.06M0.23%-1,033Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,940 shares; 2024Q4: 11,775 shares; 2025Q1: 11,587 shares; 2025Q2: 11,404 shares; 2025Q3: 9,801 shares; 2025Q4: 8,824 shares; 2026Q1: 7,823 shares 7,823$2.04M0.22%-1,001Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 6,288 shares; 2025Q1: 6,288 shares; 2025Q2: 6,288 shares; 2025Q3: 6,288 shares; 2025Q4: 6,138 shares; 2026Q1: 6,138 shares 6,138$2.02M0.22%0Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,700 shares; 2026Q1: 79,700 shares 79,700$1.99M0.22%0Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 26,715 shares; 2025Q3: 26,715 shares; 2025Q4: 20,607 shares; 2026Q1: 20,607 shares 20,607$1.9M0.21%0Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,537 shares; 2024Q4: 72,691 shares; 2025Q1: 72,708 shares; 2025Q2: 68,439 shares; 2025Q3: 68,357 shares; 2025Q4: 66,567 shares; 2026Q1: 44,946 shares 44,946$1.86M0.2%-21,621Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,636 shares; 2024Q4: 10,636 shares; 2025Q1: 10,620 shares; 2025Q2: 10,620 shares; 2025Q3: 10,620 shares; 2025Q4: 10,620 shares; 2026Q1: 10,620 shares 10,620$1.8M0.2%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,268 shares; 2024Q4: 16,268 shares; 2025Q1: 16,268 shares; 2025Q2: 16,268 shares; 2025Q3: 16,268 shares; 2025Q4: 16,268 shares; 2026Q1: 16,268 shares 16,268$1.78M0.2%0Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,502 shares; 2024Q4: 5,502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,437 shares; 2026Q1: 13,797 shares 13,797$1.76M0.19%+360Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,331 shares; 2025Q1: 4,306 shares; 2025Q2: 4,306 shares; 2025Q3: 4,306 shares; 2025Q4: 4,306 shares; 2026Q1: 4,306 shares 4,306$1.3M0.14%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,092 shares; 2024Q4: 7,014 shares; 2025Q1: 6,850 shares; 2025Q2: 6,846 shares; 2025Q3: 6,846 shares; 2025Q4: 6,846 shares; 2026Q1: 7,323 shares 7,323$1.24M0.14%+477Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 654 shares; 2025Q1: 661 shares; 2025Q2: 561 shares; 2025Q3: 1,421 shares; 2025Q4: 1,422 shares; 2026Q1: 1,440 shares 1,440$1.22M0.13%+18Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,106 shares; 2024Q4: 7,786 shares; 2025Q1: 22,681 shares; 2025Q2: 21,691 shares; 2025Q3: 21,734 shares; 2025Q4: 7,324 shares; 2026Q1: 6,870 shares 6,870$1.21M0.13%-454Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,350 shares; 2024Q4: 37,350 shares; 2025Q1: 28,450 shares; 2025Q2: 25,350 shares; 2025Q3: 18,150 shares; 2025Q4: 18,150 shares; 2026Q1: 18,150 shares 18,150$1.17M0.13%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 3,006 shares 3,006$1.06M0.12%+31Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,790 shares; 2025Q1: 2,790 shares; 2025Q2: 2,690 shares; 2025Q3: 2,685 shares; 2025Q4: 2,685 shares; 2026Q1: 2,685 shares 2,685$987K0.11%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 9,556 shares; 2025Q1: 9,728 shares; 2025Q2: 9,652 shares; 2025Q3: 9,308 shares; 2025Q4: 9,308 shares; 2026Q1: 9,308 shares 9,308$897K0.1%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 8,173 shares; 2025Q1: 8,173 shares; 2025Q2: 8,173 shares; 2025Q3: 8,173 shares; 2025Q4: 8,173 shares; 2026Q1: 8,198 shares 8,198$842K0.09%+25Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,115 shares 2,115$839K0.09%newTimeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100$827K0.09%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,670 shares; 2025Q4: 9,342 shares; 2026Q1: 11,334 shares 11,334$807K0.09%+1,992Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,913 shares; 2024Q4: 32,221 shares; 2025Q1: 29,774 shares; 2025Q2: 83,982 shares; 2025Q3: 27,058 shares; 2025Q4: 14,299 shares; 2026Q1: 14,274 shares 14,274$804K0.09%-25Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,380 shares; 2024Q4: 6,227 shares; 2025Q1: 5,416 shares; 2025Q2: 5,203 shares; 2025Q3: 5,193 shares; 2025Q4: 4,768 shares; 2026Q1: 4,903 shares 4,903$739K0.08%+135Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 757 shares; 2025Q1: 959 shares; 2025Q2: 8,486 shares; 2025Q3: 7,552 shares; 2025Q4: 12,831 shares; 2026Q1: 7,601 shares 7,601$731K0.08%-5,230Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,788 shares; 2024Q4: 26,364 shares; 2025Q1: 25,864 shares; 2025Q2: 25,864 shares; 2025Q3: 25,864 shares; 2025Q4: 26,798 shares; 2026Q1: 26,798 shares 26,798$687K0.08%0Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 2,940 shares; 2025Q1: 2,915 shares; 2025Q2: 2,904 shares; 2025Q3: 2,714 shares; 2025Q4: 2,489 shares; 2026Q1: 2,489 shares 2,489$674K0.07%0Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,050 shares; 2025Q3: 27,825 shares; 2025Q4: 23,550 shares; 2026Q1: 27,650 shares 27,650$671K0.07%+4,100Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 7,070 shares; 2025Q1: 7,070 shares; 2025Q2: 7,070 shares; 2025Q3: 7,070 shares; 2025Q4: 7,070 shares; 2026Q1: 7,070 shares 7,070$637K0.07%0Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,375 shares; 2024Q4: 7,375 shares; 2025Q1: 7,225 shares; 2025Q2: 7,225 shares; 2025Q3: 7,225 shares; 2025Q4: 7,225 shares; 2026Q1: 7,225 shares 7,225$626K0.07%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,794 shares; 2025Q2: 3,845 shares; 2025Q3: 3,824 shares; 2025Q4: 3,733 shares; 2026Q1: 3,798 shares 3,798$559K0.06%+65Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,982 shares; 2024Q4: 6,924 shares; 2025Q1: 5,276 shares; 2025Q2: 5,064 shares; 2025Q3: 4,464 shares; 2025Q4: 4,021 shares; 2026Q1: 4,021 shares 4,021$527K0.06%0Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,652 shares; 2025Q1: 2,652 shares; 2025Q2: 2,652 shares; 2025Q3: 2,652 shares; 2025Q4: 2,652 shares; 2026Q1: 2,652 shares 2,652$524K0.06%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 5,260 shares; 2025Q1: 5,260 shares; 2025Q2: 5,260 shares; 2025Q3: 5,260 shares; 2025Q4: 5,260 shares; 2026Q1: 5,260 shares 5,260$508K0.06%0Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,514 shares; 2026Q1: 13,504 shares 13,504$496K0.05%+2,990Timeline
SEDGSOLAREDGE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,700 shares 8,700$444K0.05%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: 3,271 shares; 2025Q1: 3,338 shares; 2025Q2: 3,338 shares; 2025Q3: 3,338 shares; 2025Q4: 3,271 shares; 2026Q1: 2,084 shares 2,084$431K0.05%-1,187Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,360 shares; 2025Q3: 1,360 shares; 2025Q4: 1,360 shares; 2026Q1: 1,360 shares 1,360$423K0.05%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,670 shares; 2024Q4: 56,014 shares; 2025Q1: 4,558 shares; 2025Q2: 3,090 shares; 2025Q3: 1,884 shares; 2025Q4: 1,878 shares; 2026Q1: 1,543 shares 1,543$374K0.04%-335Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,200 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600$370K0.04%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 12,370 shares; 2025Q1: 12,370 shares; 2025Q2: 12,424 shares; 2025Q3: 12,514 shares; 2025Q4: 13,745 shares; 2026Q1: 13,744 shares 13,744$340K0.04%-1Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 6,873 shares; 2025Q1: 6,873 shares; 2025Q2: 6,873 shares; 2025Q3: 6,873 shares; 2025Q4: 6,873 shares; 2026Q1: 6,873 shares 6,873$337K0.04%0Timeline
BMNRBITMINE IMMERSION TECHS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,220 shares; 2025Q4: not reported; 2026Q1: 16,555 shares 16,555$327K0.04%newTimeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,322 shares; 2024Q4: 35,150 shares; 2025Q1: 1,799 shares; 2025Q2: 8,162 shares; 2025Q3: 5,212 shares; 2025Q4: 3,335 shares; 2026Q1: 2,619 shares 2,619$327K0.04%-716Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,071 shares; 2025Q1: 20,425 shares; 2025Q2: 18,799 shares; 2025Q3: 17,450 shares; 2025Q4: 1,822 shares; 2026Q1: 1,732 shares 1,732$323K0.04%-90Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,178 shares; 2025Q4: 1,174 shares; 2026Q1: 975 shares 975$315K0.03%-199Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 1,912 shares; 2025Q1: 1,637 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares; 2025Q4: 1,544 shares; 2026Q1: 1,544 shares 1,544$305K0.03%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,711 shares; 2025Q1: 2,536 shares; 2025Q2: 2,118 shares; 2025Q3: 2,112 shares; 2025Q4: 2,556 shares; 2026Q1: 297 shares 297$286K0.03%-2,259Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,469 shares; 2024Q4: 10,225 shares; 2025Q1: 7,516 shares; 2025Q2: 6,978 shares; 2025Q3: 3,261 shares; 2025Q4: 3,088 shares; 2026Q1: 2,413 shares 2,413$285K0.03%-675Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,948 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 1,948 shares; 2025Q4: 1,948 shares; 2026Q1: 1,948 shares 1,948$285K0.03%0Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares; 2026Q1: 2,087 shares 2,087$252K0.03%-313Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,534 shares; 2025Q1: 2,534 shares; 2025Q2: 2,534 shares; 2025Q3: 2,414 shares; 2025Q4: 2,414 shares; 2026Q1: 2,414 shares 2,414$233K0.03%0Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: 8,924 shares; 2025Q1: 9,134 shares; 2025Q2: 7,707 shares; 2025Q3: 7,902 shares; 2025Q4: 7,902 shares; 2026Q1: 7,854 shares 7,854$229K0.03%-48Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,960 shares; 2026Q1: 6,958 shares 6,958$215K0.02%-2Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,312 shares; 2024Q4: not reported; 2025Q1: 10,398 shares; 2025Q2: 10,428 shares; 2025Q3: 7,145 shares; 2025Q4: 4,261 shares; 2026Q1: 1,585 shares 1,585$215K0.02%-2,676Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500$213K0.02%newTimeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$208K0.02%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares 975$208K0.02%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 716 shares; 2025Q3: 563 shares; 2025Q4: 560 shares; 2026Q1: 560 shares 560$208K0.02%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,162 shares; 2024Q4: 4,219 shares; 2025Q1: 4,736 shares; 2025Q2: 3,477 shares; 2025Q3: 3,457 shares; 2025Q4: 3,451 shares; 2026Q1: 515 shares 515$201K0.02%-2,936Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,313 shares; 2024Q4: 8,313 shares; 2025Q1: 8,427 shares; 2025Q2: 8,397 shares; 2025Q3: 5,810 shares; 2025Q4: 1,010 shares; 2026Q1: 1,011 shares 1,011$200K0.02%+1Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,100 shares 53,100$120K0.01%newTimeline
PACBPACIFIC BIOSCIENCES CALIF INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares; 2026Q1: 69,000 shares 69,000$91.1K0.01%+38,000Timeline
BFLYBUTTERFLY NETWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500$46.5K0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SOFISOFI TECHNOLOGIES INC475,451$12.4Mshares
AONAON PLC1,771$625Kshares
AJGGALLAGHER ARTHUR J & CO2,190$567Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000342 base2026-04-29acceptance time not in the bulk data set