Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Accenture plc Class A Ordinary Shares
Mar 23
$1,001 - $15,000
After selling, 3 months+12.1 pointsstock −6.7%, S&P +5.4%
Sell
Accenture plc Class A Ordinary Shares
Mar 23
$1,001 - $15,000
After selling, 3 months+12.1 pointsstock −6.7%, S&P +5.4%
Sell
Accenture plc Class A Ordinary Shares
Mar 23
$1,001 - $15,000
After selling, 3 months+12.1 pointsstock −6.7%, S&P +5.4%
Buy
American Express Company Common Stock
Mar 31
$1,001 - $15,000
3 months+8.1%S&P +5.4%
Buy
ASML Holding N.V. - New York Registry Shares
Mar 31
$1,001 - $15,000
3 months+15.3%S&P +5.4%
Buy
ASML Holding N.V. - New York Registry Shares
Mar 23
$1,001 - $15,000
3 months+15.3%S&P +5.4%
Buy
ASML Holding N.V. - New York Registry Shares
Mar 23
$1,001 - $15,000
3 months+15.3%S&P +5.4%
Buy
ASML Holding N.V. - New York Registry Shares
Mar 23
$1,001 - $15,000
3 months+15.3%S&P +5.4%
Sell
Automatic Data Processing, Inc. - Common Stock
Mar 23
$1,001 - $15,000
After selling, 3 months−21.5 pointsstock +26.9%, S&P +5.4%
Sell
Automatic Data Processing, Inc. - Common Stock
Mar 23
$1,001 - $15,000
After selling, 3 months−21.5 pointsstock +26.9%, S&P +5.4%
Sell
Automatic Data Processing, Inc. - Common Stock
Mar 23
$1,001 - $15,000
After selling, 3 months−21.5 pointsstock +26.9%, S&P +5.4%
Buy
Broadcom Inc. - Common Stock
Mar 31
$1,001 - $15,000
3 months−6.7%S&P +5.4%
Sell
Brown & Brown, Inc. Common Stock
Mar 23
$1,001 - $15,000
After selling, 3 months−19.5 pointsstock +24.9%, S&P +5.4%
Sell
Brown & Brown, Inc. Common Stock
Mar 23
$1,001 - $15,000
After selling, 3 months−19.5 pointsstock +24.9%, S&P +5.4%
Sell
Brown & Brown, Inc. Common Stock
Mar 23
$1,001 - $15,000
After selling, 3 months−19.5 pointsstock +24.9%, S&P +5.4%
Sell
Caterpillar, Inc. Common Stock
Mar 31
$1,001 - $15,000
After selling, 3 months+11.9 pointsstock −6.5%, S&P +5.4%
Buy
Cencora, Inc. Common Stock
Mar 31
$1,001 - $15,000
3 months+1.7%S&P +5.4%
Buy
Cencora, Inc. Common Stock
Mar 23
$1,001 - $15,000
3 months+1.7%S&P +5.4%
Buy
Cencora, Inc. Common Stock
Mar 23
$1,001 - $15,000
3 months+1.7%S&P +5.4%
Buy
Chubb Limited Common Stock
Mar 31
$1,001 - $15,000
3 months+7.1%S&P +5.4%
Sell
Cummins Inc. Common Stock
Mar 31
$1,001 - $15,000
After selling, 3 months+6.4 pointsstock −1.0%, S&P +5.4%
Buy
GE Aerospace Common Stock
Mar 31
$1,001 - $15,000
3 months+28.9%S&P +5.4%
Buy
GE Aerospace Common Stock
Mar 23
$1,001 - $15,000
3 months+28.9%S&P +5.4%
Buy
GE Aerospace Common Stock
Mar 23
$1,001 - $15,000
3 months+28.9%S&P +5.4%
Buy
General Dynamics Corporation Common Stock
Mar 31
$1,001 - $15,000
3 months+11.1%S&P +5.4%
Buy
General Dynamics Corporation Common Stock
Mar 23
$1,001 - $15,000
3 months+11.1%S&P +5.4%
Buy
General Dynamics Corporation Common Stock
Mar 23
$1,001 - $15,000
3 months+11.1%S&P +5.4%
Buy
Home Depot, Inc.
Mar 31
$1,001 - $15,000
3 months+5.8%S&P +5.4%
Buy
McDonald's Corporation Common Stock
Mar 31
$1,001 - $15,000
3 months−6.8%S&P +5.4%
Buy
Monster Beverage Corporation - Common Stock
Mar 23
$1,001 - $15,000
3 months+21.3%S&P +5.4%
Buy
Monster Beverage Corporation - Common Stock
Mar 23
$1,001 - $15,000
3 months+21.3%S&P +5.4%
Buy
Motorola Solutions, Inc. Common Stock
Mar 23
$1,001 - $15,000
3 months+0.6%S&P +5.4%
Buy
Motorola Solutions, Inc. Common Stock
Mar 23
$1,001 - $15,000
3 months+0.6%S&P +5.4%
Sell
Oracle Corporation Common Stock
Mar 23
$1,001 - $15,000
After selling, 3 months+22.6 pointsstock −17.2%, S&P +5.4%
Sell
Oracle Corporation Common Stock
Mar 23
$1,001 - $15,000
After selling, 3 months+22.6 pointsstock −17.2%, S&P +5.4%
Sell
Oracle Corporation Common Stock
Mar 23
$15,001 - $50,000
After selling, 3 months+22.6 pointsstock −17.2%, S&P +5.4%
Buy
Palo Alto Networks, Inc.
Mar 31
$1,001 - $15,000
3 months+91.7%S&P +5.4%
Buy
Palo Alto Networks, Inc.
Mar 23
$1,001 - $15,000
3 months+91.7%S&P +5.4%
Buy
Palo Alto Networks, Inc.
Mar 23
$1,001 - $15,000
3 months+91.7%S&P +5.4%
Buy
Parker-Hannifin Corporation Common Stock
Mar 23
$1,001 - $15,000
3 months+13.3%S&P +5.4%
Buy
Parker-Hannifin Corporation Common Stock
Mar 23
$1,001 - $15,000
3 months+13.3%S&P +5.4%
Sell
QUALCOMM Incorporated - Common Stock
Mar 31
$15,001 - $50,000
After selling, 3 months+19.4 pointsstock −14.0%, S&P +5.4%
Sell
The Cigna Group Common Stock
Mar 23
$1,001 - $15,000
After selling, 3 months+5.1 pointsstock +0.3%, S&P +5.4%
Sell
The Cigna Group Common Stock
Mar 23
$1,001 - $15,000
After selling, 3 months+5.1 pointsstock +0.3%, S&P +5.4%
Buy
TJX Companies, Inc.
Mar 23
$1,001 - $15,000
3 months+0.8%S&P +5.4%
Sell
Tractor Supply Company - Common Stock
Mar 23
$1,001 - $15,000
After selling, 3 months+9.7 pointsstock −4.3%, S&P +5.4%
Sell
Tractor Supply Company - Common Stock
Mar 23
$1,001 - $15,000
After selling, 3 months+9.7 pointsstock −4.3%, S&P +5.4%
Sell
Tractor Supply Company - Common Stock
Mar 23
$15,001 - $50,000
After selling, 3 months+9.7 pointsstock −4.3%, S&P +5.4%