Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Abbott Laboratories Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months+3.5%S&P +24.4%
Buy
Abbott Laboratories Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months+3.5%S&P +24.4%
Buy
Amazon.com, Inc. - Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months+20.0%S&P +24.4%
Buy
Amazon.com, Inc. - Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months+20.0%S&P +24.4%
Buy
Arista Networks, Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months+95.9%S&P +24.4%
Buy
Arista Networks, Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months+95.9%S&P +24.4%
Buy
Autodesk, Inc. - Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months+15.0%S&P +24.4%
Buy
Autodesk, Inc. - Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months+15.0%S&P +24.4%
Buy
Broadcom Inc. - Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months+97.1%S&P +24.4%
Buy
Broadcom Inc. - Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months+97.1%S&P +24.4%
Buy
Brown & Brown, Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months−21.2%S&P +24.4%
Buy
Brown & Brown, Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months−21.2%S&P +24.4%
Sell
Chemed Corp
Mar 6, 2025
$1,001 - $15,000
After selling, 6 months+50.1 pointsstock −25.7%, S&P +24.4%
Sell
Chemed Corp
Mar 6, 2025
$1,001 - $15,000
After selling, 6 months+50.1 pointsstock −25.7%, S&P +24.4%
Buy
Chipotle Mexican Grill, Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months−14.4%S&P +24.4%
Sell
DoorDash, Inc. - Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months−25.8 pointsstock +50.2%, S&P +24.4%
Sell
DoorDash, Inc. - Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months−25.8 pointsstock +50.2%, S&P +24.4%
Sell
Equifax, Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+22.2 pointsstock +2.2%, S&P +24.4%
Sell
Equifax, Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+22.2 pointsstock +2.2%, S&P +24.4%
Sell
First Citizens BancShares, Inc. - Class A Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+21.3 pointsstock +3.1%, S&P +24.4%
Sell
First Citizens BancShares, Inc. - Class A Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+21.3 pointsstock +3.1%, S&P +24.4%
Buy
Fiserv, Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months−43.1%S&P +24.4%
Buy
Fiserv, Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months−43.1%S&P +24.4%
Sell
Gartner, Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+65.7 pointsstock −41.3%, S&P +24.4%
Sell
Gartner, Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+65.7 pointsstock −41.3%, S&P +24.4%
Sell
GoDaddy Inc. Class A Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+50.0 pointsstock −25.6%, S&P +24.4%
Sell
GoDaddy Inc. Class A Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+50.0 pointsstock −25.6%, S&P +24.4%
Sell
JP Morgan Chase & Co. Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months−8.0 pointsstock +32.4%, S&P +24.4%
Sell
JP Morgan Chase & Co. Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months−8.0 pointsstock +32.4%, S&P +24.4%
Sell
MSCI Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+25.1 pointsstock −0.7%, S&P +24.4%
Sell
MSCI Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+25.1 pointsstock −0.7%, S&P +24.4%
Sell
Novo Nordisk A/S Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+35.5 pointsstock −11.1%, S&P +24.4%
Sell
Novo Nordisk A/S Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+35.5 pointsstock −11.1%, S&P +24.4%
Buy
PayPal Holdings, Inc. - Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months+9.6%S&P +24.4%
Buy
PayPal Holdings, Inc. - Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months+9.6%S&P +24.4%
Buy
Progressive Corporation
Mar 20, 2025
$1,001 - $15,000
6 months−17.9%S&P +24.4%
Buy
Progressive Corporation
Mar 20, 2025
$1,001 - $15,000
6 months−17.9%S&P +24.4%
Buy
Robinhood Markets, Inc. - Class A Common Stock
Mar 6, 2025
$1,001 - $15,000
6 months+204.3%S&P +24.4%
Buy
Robinhood Markets, Inc. - Class A Common Stock
Mar 6, 2025
$1,001 - $15,000
6 months+204.3%S&P +24.4%
Sell
Robinhood Markets, Inc. - Class A Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months−179.9 pointsstock +204.3%, S&P +24.4%
Sell
Robinhood Markets, Inc. - Class A Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months−179.9 pointsstock +204.3%, S&P +24.4%
Buy
The Trade Desk, Inc. - Class A Common Stock
Mar 6, 2025
$1,001 - $15,000
6 months+3.8%S&P +24.4%
Buy
The Trade Desk, Inc. - Class A Common Stock
Mar 6, 2025
$1,001 - $15,000
6 months+3.8%S&P +24.4%
Buy
Tradeweb Markets Inc. - Class A Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months−19.1%S&P +24.4%
Buy
Tradeweb Markets Inc. - Class A Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months−19.1%S&P +24.4%
Sell
Veeva Systems Inc. Class A Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months−4.6 pointsstock +29.0%, S&P +24.4%
Sell
Veeva Systems Inc. Class A Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months−4.6 pointsstock +29.0%, S&P +24.4%
Sell
Vertex Pharmaceuticals Incorporated - Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+42.9 pointsstock −18.5%, S&P +24.4%
Sell
Vertex Pharmaceuticals Incorporated - Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+42.9 pointsstock −18.5%, S&P +24.4%