Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Alphabet Inc. - Class A Common Stock
Feb 26
$1,001 - $15,000
6 months+10.6%S&P +13.5%
Buy
Amazon.com, Inc. - Common Stock
Feb 26
$1,001 - $15,000
6 months+20.4%S&P +13.5%
Sell
American Electric Power Company, Inc.
Feb 26
$1,001 - $15,000
After selling, 6 months+16.9 pointsstock −3.4%, S&P +13.5%
Sell
Amgen Inc. - Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months+7.8 pointsstock +5.7%, S&P +13.5%
Sell
Apple Inc. - Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months−8.4 pointsstock +21.9%, S&P +13.5%
Sell
AT&T Inc.
Feb 26
$1,001 - $15,000
After selling, 6 months+18.3 pointsstock −4.8%, S&P +13.5%
Buy
Broadcom Inc. - Common Stock
Feb 26
$1,001 - $15,000
6 months+7.0%S&P +13.5%
Sell
Chevron Corporation Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months+0.8 pointsstock +12.7%, S&P +13.5%
Sell
Eaton Corporation, PLC Ordinary Shares
Feb 26
$1,001 - $15,000
After selling, 6 months−6.8 pointsstock +20.3%, S&P +13.5%
Buy
Eli Lilly and Company Common Stock
Feb 26
$1,001 - $15,000
6 months+11.8%S&P +13.5%
Sell
Fifth Third Bancorp - Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months−4.4 pointsstock +17.9%, S&P +13.5%
Sell
Installed Building Products, Inc. Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months+36.6 pointsstock −23.1%, S&P +13.5%
Sell
International Business Machines Corporation Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months+20.6 pointsstock −7.1%, S&P +13.5%
Sell
International Business Machines Corporation Common Stock
Feb 26
$15,001 - $50,000
After selling, 6 months+20.6 pointsstock −7.1%, S&P +13.5%
Sell
Kroger Company
Feb 26
$1,001 - $15,000
After selling, 6 months+34.6 pointsstock −21.1%, S&P +13.5%
Sell
Lam Research Corporation - Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months−38.4 pointsstock +51.9%, S&P +13.5%
Sell
Lam Research Corporation - Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months−38.4 pointsstock +51.9%, S&P +13.5%
Sell
Marathon Petroleum Corporation Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months−72.1 pointsstock +85.6%, S&P +13.5%
Buy
Medpace Holdings, Inc. - Common Stock
Feb 26
$1,001 - $15,000
6 months+23.5%S&P +13.5%
Buy
Microsoft Corporation - Common Stock
Feb 26
$1,001 - $15,000
6 months+21.1%S&P +13.5%
Sell
Parker-Hannifin Corporation Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months+10.5 pointsstock +3.0%, S&P +13.5%
Sell
Parker-Hannifin Corporation Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months+10.5 pointsstock +3.0%, S&P +13.5%
Sell
Procter & Gamble Company
Feb 26
$1,001 - $15,000
After selling, 6 months+18.3 pointsstock −4.8%, S&P +13.5%
Sell
Prologis, Inc. Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months+9.5 pointsstock +4.0%, S&P +13.5%
Sell
RPM International Inc. Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months+12.8 pointsstock +0.7%, S&P +13.5%
Sell
Salesforce, Inc. Common Stock
Feb 26
$15,001 - $50,000
After selling, 6 months−12.5 pointsstock +26.0%, S&P +13.5%
Sell
Salesforce, Inc. Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months−12.5 pointsstock +26.0%, S&P +13.5%
Buy
Visa Inc.
Feb 26
$1,001 - $15,000
6 months+17.1%S&P +13.5%