$705.3Kraised, 2026 cycle
$485.5Kspent
$259.8Kcash on hand
1,589trades · $35.9M est.
96%
disclosed on time · 65 late, worst 21d over
Committees
current Congress| Committee | Role | Industry oversight |
|---|---|---|
| House Committee on Small Business | Minority member | — |
| House Committee on Armed Services | Minority member | defense |
Assignments from unitedstates/congress-legislators (full committees; subcommittees not shown). "Industry oversight" marks committees whose core jurisdiction covers a sector we map traded stocks to; trades below in those sectors carry an oversight badge.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| DASH DoorDash, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Aug 28, 2026 | filing ↗ |
| PWR Quanta Services, Inc. Common Stock | Buy | $15K – $50K | Self | Aug 27, 2026 | filing ↗ |
| NKE Nike, Inc. Common Stock | Sell | $15K – $50K | Self | Aug 27, 2026 | filing ↗ |
| ETN Eaton Corporation, PLC Ordinary Shares | Buy | $15K – $50K | Self | Aug 27, 2026 | filing ↗ |
| WPM Wheaton Precious Metals Corp Common Shares | Buy | $1K – $15K | Self | Aug 26, 2026 | filing ↗ |
| WMT Walmart Inc. - Common Stock | Buy | $1K – $15K | Self | Aug 26, 2026 | filing ↗ |
| PHR Phreesia, Inc. Common Stock | Sell | $1K – $15K | Self | Aug 26, 2026 | filing ↗ |
| GS Goldman Sachs Group, Inc. | Buy | $1K – $15K | Self | Aug 26, 2026 | filing ↗ |
| PHR Phreesia, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Aug 25, 2026 | filing ↗ |
| LAMR Lamar Advertising Company - Class A Common Stock | Sell | $15K – $50K | Self | Aug 25, 2026 | filing ↗ |
| LAMR Lamar Advertising Company - Class A Common Stock | Sell (partial) | $15K – $50K | Self | Aug 24, 2026 | filing ↗ |
| META Meta Platforms, Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Aug 20, 2026 | filing ↗ |
| LAMR Lamar Advertising Company - Class A Common Stock | Sell (partial) | $15K – $50K | Self | Aug 20, 2026 | filing ↗ |
| HMN Horace Mann Educators Corporation Common Stock | Buy | $1K – $15K | Self | Aug 20, 2026 | filing ↗ |
| CECO CECO Environmental Corp. - Common Stock | Buy | $1K – $15K | Self | Aug 20, 2026 | filing ↗ |
| ATRC AtriCure, Inc. - Common Stock | Buy | $1K – $15K | Self | Aug 20, 2026 | filing ↗ |
| AORT Artivion, Inc. Common Stock | Buy | $1K – $15K | Self | Aug 20, 2026 | filing ↗ |
| AGIO Agios Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Self | Aug 20, 2026 | filing ↗ |
| New Jersey Health Care Facilities Financing Authority Revenue Bonds | Buy | $250K – $500K | Self | Aug 19, 2026 | filing ↗ |
| Lamar Advertising Company - Class A | Sell (partial) | $15K – $50K | Self | Aug 19, 2026 | filing ↗ |
| GMED Globus Medical, Inc. Class A Common Stock | Buy | $15K – $50K | Self | Aug 19, 2026 | filing ↗ |
| FSV FirstService Corporation - Common Shares | Buy | $1K – $15K | Self | Aug 19, 2026 | filing ↗ |
| DLTR Dollar Tree, Inc. - Common Stock | Sell | $15K – $50K | Self | Aug 19, 2026 | filing ↗ |
| CSGP CoStar Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Aug 19, 2026 | filing ↗ |
| CDW CDW Corporation - Common Stock | Buy | $1K – $15K | Self | Aug 19, 2026 | filing ↗ |
| KMX CarMax Inc | Buy | $1K – $15K | Self | Aug 19, 2026 | filing ↗ |
| WDAY Workday, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| VRSK Verisk Analytics, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| TYL Tyler Technologies, Inc. Common Stock | Buy | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| TTD The Trade Desk, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Sell (partial) | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $15K – $50K | Self | Aug 18, 2026 | filing ↗ |
| INTU Intuit Inc. - Common Stock | Buy | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Buy | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| PODD Insulet Corporation - Common Stock | Buy | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| GoDaddy Inc. Class A Common Stock | Buy | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| CCI Crown Castle Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| COIN Coinbase Global, Inc. - Class A Common Stock | Sell | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| COHR Coherent Corp. | Sell | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| NET Cloudflare, Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Buy | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| APH Amphenol Corporation Common Stock | Buy | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| AMD Advanced Micro Devices, Inc. | Sell (partial) | $1K – $15K | Self | Aug 18, 2026 | filing ↗ |
| TXRH Texas Roadhouse, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Aug 11, 2026 | filing ↗ |
| SHAK Shake Shack, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Aug 11, 2026 | filing ↗ |
| STRL Sterling Infrastructure, Inc. - Common Stock | Sell | $15K – $50K | Self | Aug 7, 2026 | filing ↗ |
| SNOW Snowflake Inc. Common Stock | Buy | $1K – $15K | Self | Aug 7, 2026 | filing ↗ |
| SKHY SK hynix Inc. - American Depositary Shares | Buy | $1K – $15K | Self | Aug 7, 2026 | filing ↗ |
| NEO NeoGenomics, Inc. - Common Stock | Buy | $1K – $15K | Self | Aug 7, 2026 | filing ↗ |
| MOG.A Moog Inc. Class A Common Stock | Buy | $15K – $50K | Self | Aug 7, 2026 | filing ↗ |
| HLI Houlihan Lokey, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Aug 7, 2026 | filing ↗ |
| DCO Ducommun Incorporated Common Stock | Sell (partial) | $1K – $15K | Self | Aug 7, 2026 | filing ↗ |
| CrowdStrike Holdings, Inc. - Class A | Buy | $1K – $15K | Self | Aug 7, 2026 | filing ↗ |
| NXPI NXP Semiconductors N.V. - Common Stock | Sell (partial) | $1K – $15K | Self | Aug 5, 2026 | filing ↗ |
| EA Electronic Arts Inc. - Common Stock | Sell | $1K – $15K | Self | Aug 5, 2026 | filing ↗ |
| APG APi Group Corporation Common Stock | Buy | $1K – $15K | Self | Aug 4, 2026 | filing ↗ |
| MSB Mesabi Trust Common Stock | Buy | $15K – $50K | Self | Jul 31, 2026 | filing ↗ |
| PRAX Praxis Precision Medicines, Inc. - Common Stock | Buy | $1K – $15K | Self | Jul 30, 2026 | filing ↗ |
| CRNX Crinetics Pharmaceuticals, Inc. - Common Stock | Sell | $15K – $50K | Self | Jul 30, 2026 | filing ↗ |
| ALKS Alkermes plc - Ordinary Shares | Buy | $15K – $50K | Self | Jul 30, 2026 | filing ↗ |
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Sell | $100K – $250K | Self | Jul 24, 2026 | filing ↗ |
| ADBE Adobe Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Jul 24, 2026 | filing ↗ |
| NSA National Storage Affiliates Trust Common Shares of Beneficial Interest | Exchange | $15K – $50K | Self | Jul 23, 2026 | filing ↗ |
| VIAV Viavi Solutions Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Jul 21, 2026 | filing ↗ |
| Semtech Corporation - Common Stock | Sell (partial) | $1K – $15K | Self | Jul 21, 2026 | filing ↗ |
| SAIL SailPoint, Inc. - Common Stock | Buy | $1K – $15K | Self | Jul 21, 2026 | filing ↗ |
| GBCI Glacier Bancorp, Inc. | Buy | $1K – $15K | Self | Jul 21, 2026 | filing ↗ |
| FDX FedEx Corporation Common Stock | Sell | $1K – $15K | Self | Jul 21, 2026 | filing ↗ |
| ZTS Zoetis Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| WDC Western Digital Corporation - Common Stock | Buy | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| VZ Verizon Communications Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| TTD The Trade Desk, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| PGR Progressive Corporation | Sell (partial) | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| PSKY Paramount Skydance Corporation - Class B Common Stock | Sell | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| PLTR Palantir Technologies Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Buy | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $15K – $50K | Self | Jul 17, 2026 | 4d late filing ↗ |
| MRVL Marvell Technology, Inc. - Common Stock | Buy | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| LITE Lumentum Holdings Inc. - Common Stock | Sell | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| KVUE Kenvue Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| IBM International Business Machines Corporation Common Stock | Sell | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| EA Electronic Arts Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| DD DuPont de Nemours, Inc. Common Stock | Sell | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| STZ Constellation Brands, Inc. Common Stock | Sell | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| CMCSA Comcast Corporation - Class A Common Stock | Sell | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| COIN Coinbase Global, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Buy | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| AMD Advanced Micro Devices, Inc. | Buy | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| ACN Accenture plc Class A Ordinary Shares | Buy | $1K – $15K | Self | Jul 17, 2026 | 4d late filing ↗ |
| PCVX Vaxcyte, Inc. - Common Stock | Buy | $1K – $15K | Self | Jul 16, 2026 | 5d late filing ↗ |
| U.S. Physical Therapy, Inc. Common | Buy | $1K – $15K | Self | Jul 16, 2026 | 5d late filing ↗ |
| SPXC SPX Technologies, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Jul 16, 2026 | 5d late filing ↗ |
| SFM Sprouts Farmers Market, Inc. - Common Stock | Buy | $15K – $50K | Self | Jul 16, 2026 | 5d late filing ↗ |
| SKWD Skyward Specialty Insurance Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Jul 16, 2026 | 5d late filing ↗ |
| SMTC Semtech Corporation - Common Stock | Sell (partial) | $1K – $15K | Self | Jul 16, 2026 | 5d late filing ↗ |
| RBC RBC Bearings Incorporated Common Stock | Sell (partial) | $1K – $15K | Self | Jul 16, 2026 | 5d late filing ↗ |
| MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Jul 16, 2026 | 5d late filing ↗ |
| LAMR Lamar Advertising Company - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Jul 16, 2026 | 5d late filing ↗ |
| HLI Houlihan Lokey, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Jul 16, 2026 | 5d late filing ↗ |
| FERG Ferguson Enterprises Inc. Common Stock | Buy | $1K – $15K | Self | Jul 16, 2026 | 5d late filing ↗ |
| FN Fabrinet Ordinary Shares | Sell | $15K – $50K | Self | Jul 16, 2026 | 5d late filing ↗ |
| EPAC Enerpac Tool Group Corp. Common Stock | Buy | $1K – $15K | Self | Jul 16, 2026 | 5d late filing ↗ |
| CSW CSW Industrials, Inc. Common Stock | Buy | $1K – $15K | Self | Jul 16, 2026 | 5d late filing ↗ |
| COMP Compass, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Jul 16, 2026 | 5d late filing ↗ |
| AORT Artivion, Inc. Common Stock | Buy | $1K – $15K | Self | Jul 16, 2026 | 5d late filing ↗ |
| COCO The Vita Coco Company, Inc. - Common Stock | Buy | $1K – $15K | Self | Jul 10, 2026 | 11d late filing ↗ |
| SF Stifel Financial Corporation Common Stock | Buy | $1K – $15K | Self | Jul 10, 2026 | 11d late filing ↗ |
| SKWD Skyward Specialty Insurance Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Jul 10, 2026 | 11d late filing ↗ |
| NHI National Health Investors, Inc. Common Stock | Buy | $1K – $15K | Self | Jul 10, 2026 | 11d late filing ↗ |
| MTX Minerals Technologies Inc. Common Stock | Buy | $1K – $15K | Self | Jul 10, 2026 | 11d late filing ↗ |
| IRT Independence Realty Trust, Inc. Common Stock | Buy | $1K – $15K | Self | Jul 10, 2026 | 11d late filing ↗ |
| HMN Horace Mann Educators Corporation Common Stock | Buy | $1K – $15K | Self | Jul 10, 2026 | 11d late filing ↗ |
| HQY HealthEquity, Inc. - Common Stock | Buy | $1K – $15K | Self | Jul 10, 2026 | 11d late filing ↗ |
| EPAC Enerpac Tool Group Corp. Common Stock | Buy | $1K – $15K | Self | Jul 10, 2026 | 11d late filing ↗ |
| DCO Ducommun Incorporated Common Stock | Buy | $1K – $15K | Self | Jul 10, 2026 | 11d late filing ↗ |
| BCRX BioCryst Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Self | Jul 10, 2026 | 11d late filing ↗ |
| BCPC Balchem Corporation - Common Stock | Buy | $1K – $15K | Self | Jul 10, 2026 | 11d late filing ↗ |
| ABCB Ameris Bancorp - Common Stock | Buy | $1K – $15K | Self | Jul 10, 2026 | 11d late filing ↗ |
| CRDO Credo Technology Group Holding Ltd - Ordinary Shares | Sell | $1K – $15K | Self | Jul 2, 2026 | 19d late filing ↗ |
| AVAV AeroVironment, Inc. - Common Stock | Sell | $1K – $15K | Self | Jul 2, 2026 | 19d late filing ↗ |
| DSGX The Descartes Systems Group Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| TXRH Texas Roadhouse, Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| TCBI Texas Capital Bancshares, Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| STRL Sterling Infrastructure, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| SFTBF SOFTBANK GROUP CORP | Sell | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| SMTC Semtech Corporation - Common Stock | Sell (partial) | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| RBC RBC Bearings Incorporated Common Stock | Sell (partial) | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| MCHP Microchip Technology Incorporated - Common Stock | Buy | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| HQY HealthEquity, Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| CYTK Cytokinetics, Incorporated - Common Stock | Buy | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| CRDO Credo Technology Group Holding Ltd - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| CECO CECO Environmental Corp. - Common Stock | Buy | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| CBZ CBIZ, Inc. Common Stock | Sell | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| CDRE Cadre Holdings, Inc. Common Stock | Buy | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| BRCM Broadcom Corporation - Class A | Sell (partial) | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| BOOT Boot Barn Holdings, Inc. Common Stock | Buy | $1K – $15K | Self | Jun 30, 2026 | filing ↗ |
| AGX Argan, Inc. Common Stock | Buy | $15K – $50K | Self | Jun 30, 2026 | filing ↗ |
| VLTO Veralto Corp Common Stock | Buy | $1K – $15K | Self | Jun 24, 2026 | filing ↗ |
| Los Angeles, CA Tax & Revenue Anticipation Notes | Buy | $100K – $250K | Self | Jun 24, 2026 | filing ↗ |
| SPOT Spotify Technology S.A. Ordinary Shares | Sell | $1K – $15K | Self | Jun 18, 2026 | filing ↗ |
| SPCX Space Exploration Technologies Corp. - Class A Common Stock | Buy | $1K – $15K | Self | Jun 18, 2026 | filing ↗ |
| ZTS Zoetis Inc. Class A Common Stock | Buy | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| VRSK Verisk Analytics, Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| TTD The Trade Desk, Inc. - Class A Common Stock | Sell | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| STRL Sterling Infrastructure, Inc. - Common Stock | Sell (partial) | $15K – $50K | Self | Jun 16, 2026 | filing ↗ |
| PGR Progressive Corporation | Buy | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell (partial) | $15K – $50K | Self | Jun 16, 2026 | filing ↗ |
| KVUE Kenvue Inc. Common Stock | Buy | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| JKHY Jack Henry & Associates, Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Buy | $15K – $50K | Self | Jun 16, 2026 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Sell | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| GIS General Mills, Inc. Common Stock | Buy | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| FOX Fox Corporation - Class B Common Stock | Sell | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| FIS Fidelity National Information Services, Inc. Common Stock | Buy | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| EA Electronic Arts Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| CAG ConAgra Brands, Inc. Common Stock | Sell | $15K – $50K | Self | Jun 16, 2026 | filing ↗ |
| CMCSA Comcast Corporation - Class A Common Stock | Buy | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| COIN Coinbase Global, Inc. - Class A Common Stock | Sell | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| CME CME Group Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| BR Broadridge Financial Solutions, Inc. Common Stock | Buy | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| ADP Automatic Data Processing, Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| ACN Accenture plc Class A Ordinary Shares | Buy | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| ABT Abbott Laboratories Common Stock | Buy | $1K – $15K | Self | Jun 16, 2026 | filing ↗ |
| LPLA LPL Financial Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 11, 2026 | filing ↗ |
| FSV FirstService Corporation - Common Shares | Buy | $1K – $15K | Self | Jun 11, 2026 | filing ↗ |
| MTN Vail Resorts, Inc. Common Stock | Buy | $15K – $50K | Self | Jun 10, 2026 | filing ↗ |
| MELI MercadoLibre, Inc. - Common Stock | Buy | $15K – $50K | Self | Jun 10, 2026 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Buy | $50K – $100K | Self | Jun 10, 2026 | filing ↗ |
| TOELF Tokyo Electron Ltd Ordinary Shares | Buy | $1K – $15K | Self | Jun 9, 2026 | filing ↗ |
| BNPQF BNP Paribas Ordinary Shares | Buy | $1K – $15K | Self | Jun 9, 2026 | filing ↗ |
| SAN Banco Santander, S.A. Sponsored ADR | Buy | $1K – $15K | Self | Jun 9, 2026 | filing ↗ |
| AJINF Ajinomoto Company, Inc. Ordinary Shares | Sell | $1K – $15K | Self | Jun 9, 2026 | filing ↗ |
| WDAY Workday, Inc. - Class A Common Stock | Sell | $15K – $50K | Self | Jun 5, 2026 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Jun 5, 2026 | filing ↗ |
| COO The Cooper Companies, Inc. | Buy | $1K – $15K | Self | Jun 5, 2026 | filing ↗ |
| TEL TE Connectivity plc Ordinary Shares | Buy | $1K – $15K | Self | Jun 5, 2026 | filing ↗ |
| MSTR Strategy Inc - Class A Common Stock | Buy | $15K – $50K | Self | Jun 5, 2026 | filing ↗ |
| MU Micron Technology, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Jun 5, 2026 | filing ↗ |
| MA Mastercard Incorporated Common Stock | Sell (partial) | $1K – $15K | Self | Jun 5, 2026 | filing ↗ |
| LPLA LPL Financial Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 5, 2026 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Jun 5, 2026 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Buy | $1K – $15K | Self | Jun 5, 2026 | filing ↗ |
| BIIB Biogen Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 5, 2026 | filing ↗ |
| AAPL Apple Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 5, 2026 | filing ↗ |
| AMD Advanced Micro Devices, Inc. | Buy | $1K – $15K | Self | Jun 5, 2026 | filing ↗ |
| SFTBF SOFTBANK GROUP CORP | Buy | $1K – $15K | Self | Jun 2, 2026 | filing ↗ |
| Mount San Jacinto, CA, Cmnty. College Dist. Bonds | Sell | $500K – $1M | Self | Jun 2, 2026 | filing ↗ |
| WDAY Workday, Inc. - Class A Common Stock | Sell (partial) | $15K – $50K | Self | May 29, 2026 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| COO The Cooper Companies, Inc. | Buy | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| TCBI Texas Capital Bancshares, Inc. - Common Stock | Buy | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| TEL TE Connectivity plc Ordinary Shares | Buy | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| PWP Perella Weinberg Partners - Class A Common Stock | Buy | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| New York City, NY Transitional Finance Authority Bonds | Buy | $250K – $500K | Self | May 29, 2026 | filing ↗ |
| LGND Ligand Pharmaceuticals Incorporated - Common Stock | Buy | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| INDB Independent Bank Corp. - Common Stock | Buy | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| HQY HealthEquity, Inc. - Common Stock | Buy | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| FBK FB Financial Corporation Common Stock | Buy | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| CIEN Ciena Corporation | Buy | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Buy | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| AZO AutoZone, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| ARQT Arcutis Biotherapeutics, Inc. - Common stock | Buy | $1K – $15K | Self | May 29, 2026 | filing ↗ |
| MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | May 22, 2026 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | May 19, 2026 | filing ↗ |
| LPLA LPL Financial Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | May 19, 2026 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Buy | $1K – $15K | Self | May 19, 2026 | filing ↗ |
| TOELF TOKYO ELECTRON | Buy | $1K – $15K | Self | May 18, 2026 | filing ↗ |
| STRL Sterling Infrastructure, Inc. - Common Stock | Sell (partial) | $15K – $50K | Self | May 18, 2026 | filing ↗ |
| RNMBF Rheinmetall Ag Ordinary Shares | Sell | $1K – $15K | Self | May 18, 2026 | filing ↗ |
| NOVT Novanta Inc. - Common Shares | Buy | $1K – $15K | Self | May 18, 2026 | filing ↗ |
| DCO Ducommun Incorporated Common Stock | Buy | $1K – $15K | Self | May 18, 2026 | filing ↗ |
| CSW CSW Industrials, Inc. Common Stock | Buy | $1K – $15K | Self | May 18, 2026 | filing ↗ |
| VRSK Verisk Analytics, Inc. - Common Stock | Buy | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| TYL Tyler Technologies, Inc. Common Stock | Sell | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| TRMB Trimble Inc. - Common Stock | Sell | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| TPH Tri Pointe Homes, Inc. Common Stock | Sell | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| TTD The Trade Desk, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| CPB The Campbell's Company - Common Stock | Buy | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| ROP Roper Technologies, Inc. | Sell (partial) | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | Sell | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| PYPL PayPal Holdings, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| PSKY Paramount Skydance Corporation - Class B Common Stock | Sell (partial) | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| PLTR Palantir Technologies Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $50K – $100K | Self | May 15, 2026 | filing ↗ |
| MU Micron Technology, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| MDT Medtronic plc. Ordinary Shares | Sell (partial) | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Sell | $15K – $50K | Self | May 15, 2026 | filing ↗ |
| GPN Global Payments Inc. Common Stock | Sell | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| GEHCV GE HealthCare Technologies Inc. | Sell | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| FDS FactSet Research Systems Inc. Common Stock | Sell | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| EA Electronic Arts Inc. - Common Stock | Buy | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| DPZ Domino's Pizza Inc - Common Stock | Buy | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| STZ Constellation Brands, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| CAG ConAgra Brands, Inc. Common Stock | Buy | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| CLX Clorox Company | Sell | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| CB Chubb Limited Common Stock | Sell | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| CVNA Carvana Co. Class A Common Stock | Sell | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| BR Broadridge Financial Solutions, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| BKNG Booking Holdings Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Buy | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| AMD Advanced Micro Devices, Inc. | Buy | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| ADBE Adobe Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| ABT Abbott Laboratories Common Stock | Sell | $1K – $15K | Self | May 15, 2026 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | May 14, 2026 | filing ↗ |
| MDB MongoDB, Inc. - Class A Common Stock | Sell | $1K – $15K | Self | May 14, 2026 | filing ↗ |
| MELI MercadoLibre, Inc. - Common Stock | Sell | $1K – $15K | Self | May 14, 2026 | filing ↗ |
| LPLA LPL Financial Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | May 14, 2026 | filing ↗ |
| FLEX Flex Ltd. - Ordinary Shares | Sell (partial) | $1K – $15K | Self | May 14, 2026 | filing ↗ |
| CIEN Ciena Corporation | Buy | $1K – $15K | Self | May 14, 2026 | filing ↗ |
| AMD Advanced Micro Devices, Inc. | Buy | $1K – $15K | Self | May 14, 2026 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | May 13, 2026 | filing ↗ |
| PCVX Vaxcyte, Inc. - Common Stock | Buy | $1K – $15K | Self | May 13, 2026 | filing ↗ |
| STE STERIS plc | Buy | $1K – $15K | Self | May 13, 2026 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | May 12, 2026 | filing ↗ |
| PCVX Vaxcyte, Inc. - Common Stock | Buy | $1K – $15K | Self | May 12, 2026 | filing ↗ |
| ST Sensata Technologies Holding plc Ordinary Shares | Buy | $1K – $15K | Self | May 12, 2026 | filing ↗ |
| LPLA LPL Financial Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | May 12, 2026 | filing ↗ |
| FLEX Flex Ltd. - Ordinary Shares | Sell (partial) | $1K – $15K | Self | May 12, 2026 | filing ↗ |
| W Wayfair Inc. Class A Common Stock | Buy | $1K – $15K | Self | May 11, 2026 | filing ↗ |
| VLTO Veralto Corp Common Stock | Buy | $1K – $15K | Self | May 11, 2026 | filing ↗ |
| THLEF Thales Ordinary Shares | Buy | $1K – $15K | Self | May 11, 2026 | filing ↗ |
| STE STERIS plc | Buy | $1K – $15K | Self | May 11, 2026 | filing ↗ |
| SARO StandardAero, Inc. Common Stock | Buy | $1K – $15K | Self | May 11, 2026 | filing ↗ |
| ST Sensata Technologies Holding plc Ordinary Shares | Buy | $1K – $15K | Self | May 11, 2026 | filing ↗ |
| GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock | Buy | $1K – $15K | Self | May 11, 2026 | filing ↗ |
| FLEX Flex Ltd. - Ordinary Shares | Sell (partial) | $50K – $100K | Self | May 11, 2026 | filing ↗ |
| FSV FirstService Corporation - Common Shares | Buy | $1K – $15K | Self | May 11, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | May 11, 2026 | filing ↗ |
| BBIO BridgeBio Pharma, Inc. - Common Stock | Buy | $1K – $15K | Self | May 11, 2026 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Buy | $1K – $15K | Self | May 11, 2026 | filing ↗ |
| BNPQF BNP PARIBAS ORD | Buy | $1K – $15K | Self | May 11, 2026 | filing ↗ |
| PRIM Primoris Services Corporation | Sell | $1K – $15K | Self | May 8, 2026 | filing ↗ |
| PLTR Palantir Technologies Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | May 8, 2026 | filing ↗ |
| CTRA Coterra Energy Inc. Common Stock | Exchange | $1K – $15K | Self | May 8, 2026 | filing ↗ |
| W Wayfair Inc. Class A Common Stock | Buy | $1K – $15K | Self | May 7, 2026 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | May 7, 2026 | filing ↗ |
| ST Sensata Technologies Holding plc Ordinary Shares | Buy | $1K – $15K | Self | May 7, 2026 | filing ↗ |
| LPLA LPL Financial Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | May 7, 2026 | filing ↗ |
| FLEX Flex Ltd. - Ordinary Shares | Sell (partial) | $15K – $50K | Self | May 7, 2026 | filing ↗ |
| FSV FirstService Corporation - Common Shares | Buy | $1K – $15K | Self | May 7, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | May 7, 2026 | filing ↗ |
| GOOGL Alphabet Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | May 5, 2026 | filing ↗ |
| VIAV Viavi Solutions Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | May 4, 2026 | filing ↗ |
| RVTY Revvity, Inc. Common Stock | Buy | $15K – $50K | Self | May 4, 2026 | filing ↗ |
| FN Fabrinet Ordinary Shares | Buy | $1K – $15K | Self | May 4, 2026 | filing ↗ |
| W Wayfair Inc. Class A Common Stock | Buy | $1K – $15K | Self | May 1, 2026 | filing ↗ |
| VLTO Veralto Corp Common Stock | Buy | $1K – $15K | Self | May 1, 2026 | filing ↗ |
| STE STERIS plc | Buy | $1K – $15K | Self | May 1, 2026 | filing ↗ |
| SSNC SS&C Technologies Holdings, Inc. - Common Stock | Sell | $1K – $15K | Self | May 1, 2026 | filing ↗ |
| ST Sensata Technologies Holding plc Ordinary Shares | Buy | $1K – $15K | Self | May 1, 2026 | filing ↗ |
| RVTY Revvity, Inc. Common Stock | Buy | $1K – $15K | Self | May 1, 2026 | filing ↗ |
| LPLA LPL Financial Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | May 1, 2026 | filing ↗ |
| FLEX Flex Ltd. - Ordinary Shares | Sell (partial) | $1K – $15K | Self | May 1, 2026 | filing ↗ |
| FSV FirstService Corporation - Common Shares | Buy | $1K – $15K | Self | May 1, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | May 1, 2026 | filing ↗ |
| STE STERIS plc | Buy | $1K – $15K | Self | Apr 29, 2026 | filing ↗ |
| SSNC SS&C Technologies Holdings, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Apr 29, 2026 | filing ↗ |
| GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock | Buy | $1K – $15K | Self | Apr 29, 2026 | filing ↗ |
| BBIO BridgeBio Pharma, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 29, 2026 | filing ↗ |
| GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock | Buy | $1K – $15K | Self | Apr 27, 2026 | filing ↗ |
| FLEX Flex Ltd. - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Apr 27, 2026 | filing ↗ |
| SNEJF SONY GROUP CORP | Buy | $1K – $15K | Self | Apr 24, 2026 | filing ↗ |
| GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock | Buy | $1K – $15K | Self | Apr 24, 2026 | filing ↗ |
| FSV FirstService Corporation - Common Shares | Buy | $1K – $15K | Self | Apr 24, 2026 | filing ↗ |
| HESAF Hermes Intl S A Ordinary Shares | Sell | $1K – $15K | Self | Apr 23, 2026 | filing ↗ |
| GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock | Buy | $1K – $15K | Self | Apr 22, 2026 | filing ↗ |
| FLEX Flex Ltd. - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Apr 22, 2026 | filing ↗ |
| AMZN Amazon.com, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 22, 2026 | filing ↗ |
| FLEX Flex Ltd. - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Apr 15, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 15, 2026 | filing ↗ |
| ZTS Zoetis Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| WDAY Workday, Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| VZ Verizon Communications Inc. Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| VRSK Verisk Analytics, Inc. - Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| TYL Tyler Technologies, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| TRMB Trimble Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| TTD The Trade Desk, Inc. - Class A Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| KHC The Kraft Heinz Company - Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| NOW ServiceNow, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| ROP Roper Technologies, Inc. | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| HOOD Robinhood Markets, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| PAYC Paycom Software, Inc. Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| PAYX Paychex, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| PANW Palo Alto Networks, Inc. | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| PLTR Palantir Technologies Inc. - Class A Common Stock | Buy | $15K – $50K | Self | Apr 14, 2026 | filing ↗ |
| OMC Omnicom Group Inc. Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| NKE Nike, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| NWS News Corporation - Class B Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| MOS Mosaic Company | Sell (partial) | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell (partial) | $15K – $50K | Self | Apr 14, 2026 | filing ↗ |
| LITE Lumentum Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| JKHY Jack Henry & Associates, Inc. - Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| INTU Intuit Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| IP International Paper Company Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Buy | $15K – $50K | Self | Apr 14, 2026 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| GPN Global Payments Inc. Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| GEN Gen Digital Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| IT Gartner, Inc. Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| FTNT Fortinet, Inc. - Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| FISV Fiserv, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| FIS Fidelity National Information Services, Inc. Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| FICO Fair Isaac Corporation Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| EFX Equifax, Inc. Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| EPAM EPAM Systems, Inc. Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| DPZ Domino's Pizza Inc - Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| DDOG Datadog, Inc. - Class A Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| CSGP CoStar Group, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| CAG ConAgra Brands, Inc. Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| CMCSA Comcast Corporation - Class A Common Stock | Sell (partial) | $15K – $50K | Self | Apr 14, 2026 | filing ↗ |
| COIN Coinbase Global, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| CTSH Cognizant Technology Solutions Corporation - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| CHTR Charter Communications, Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| CVNA Carvana Co. Class A Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| BR Broadridge Financial Solutions, Inc. Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| BKNG Booking Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| ADP Automatic Data Processing, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| APO Apollo Global Management, Inc. | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| AMZN Amazon.com, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| ARE Alexandria Real Estate Equities, Inc. Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| AMD Advanced Micro Devices, Inc. | Buy | $15K – $50K | Self | Apr 14, 2026 | filing ↗ |
| ADBE Adobe Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| ACN Accenture plc Class A Ordinary Shares | Sell | $1K – $15K | Self | Apr 14, 2026 | filing ↗ |
| VLTO Veralto Corp Common Stock | Buy | $1K – $15K | Self | Apr 13, 2026 | filing ↗ |
| SSNC SS&C Technologies Holdings, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Apr 13, 2026 | filing ↗ |
| FLEX Flex Ltd. - Ordinary Shares | Sell (partial) | $15K – $50K | Self | Apr 13, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 13, 2026 | filing ↗ |
| VLTO Veralto Corp Common Stock | Buy | $1K – $15K | Self | Apr 6, 2026 | filing ↗ |
| SSNC SS&C Technologies Holdings, Inc. - Common Stock | Sell (partial) | $15K – $50K | Self | Apr 6, 2026 | filing ↗ |
| LPLA LPL Financial Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 6, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 6, 2026 | filing ↗ |
| John Swett, CA, USD GO Bonds | Sell (partial) | $100K – $250K | Self | Mar 31, 2026 | filing ↗ |
| West Kern, CA, Community College District GO Bonds | Sell | $250K – $500K | Self | Mar 27, 2026 | filing ↗ |
| VIAV Viavi Solutions Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 27, 2026 | filing ↗ |
| SARO StandardAero, Inc. Common Stock | Buy | $1K – $15K | Self | Mar 27, 2026 | filing ↗ |
| MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 27, 2026 | filing ↗ |
| LPLA LPL Financial Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 27, 2026 | filing ↗ |
| FLEX Flex Ltd. - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Mar 27, 2026 | filing ↗ |
| FSV FirstService Corporation - Common Shares | Buy | $1K – $15K | Self | Mar 27, 2026 | filing ↗ |
| FN Fabrinet Ordinary Shares | Buy | $15K – $50K | Self | Mar 27, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 27, 2026 | filing ↗ |
| SCHW Charles Schwab Corporation | Sell (partial) | $1K – $15K | Self | Mar 27, 2026 | filing ↗ |
| California State Public Works Board Lease Rev Bonds | Sell (partial) | $50K – $100K | Self | Mar 27, 2026 | filing ↗ |
| California Health Facilities Financing Authority Rev Bonds | Buy | $250K – $500K | Self | Mar 27, 2026 | filing ↗ |
| BABAF ALIBABA GROUP HOLDING LTD | Buy | $1K – $15K | Self | Mar 27, 2026 | filing ↗ |
| AEIS Advanced Energy Industries, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 27, 2026 | filing ↗ |
| TDG Transdigm Group Incorporated Common Stock oversight | Sell (partial) | $1K – $15K | Self | Mar 25, 2026 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 25, 2026 | filing ↗ |
| MU Micron Technology, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 25, 2026 | filing ↗ |
| MELI MercadoLibre, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 25, 2026 | filing ↗ |
| Illinois State General Obligation Bonds | Buy | $100K – $250K | Self | Mar 25, 2026 | filing ↗ |
| GLW Corning Incorporated Common Stock | Buy | $1K – $15K | Self | Mar 25, 2026 | filing ↗ |
| COHR Coherent Corp. | Buy | $1K – $15K | Self | Mar 25, 2026 | filing ↗ |
| AVGO Broadcom Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 25, 2026 | filing ↗ |
| BRK.B Berkshire Hathaway Inc. New Common Stock | Sell (partial) | $1K – $15K | Self | Mar 25, 2026 | filing ↗ |
| ANET Arista Networks, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Mar 25, 2026 | filing ↗ |
| MIAX Miami International Holdings, Inc. Common Stock | Buy | $15K – $50K | Self | Mar 20, 2026 | filing ↗ |
| ADM Archer-Daniels-Midland Company Common Stock | Sell | $50K – $100K | Self | Mar 20, 2026 | filing ↗ |
| BBIO BridgeBio Pharma, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 19, 2026 | filing ↗ |
| WAT Waters Corporation Common Stock | Buy | $1K – $15K | Self | Mar 18, 2026 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Mar 18, 2026 | filing ↗ |
| TEL TE Connectivity plc Ordinary Shares | Buy | $1K – $15K | Self | Mar 18, 2026 | filing ↗ |
| FSV FirstService Corporation - Common Shares | Buy | $1K – $15K | Self | Mar 18, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 18, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 18, 2026 | filing ↗ |
| BBIO BridgeBio Pharma, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 18, 2026 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Sell (partial) | $15K – $50K | Self | Mar 18, 2026 | filing ↗ |
| TDG Transdigm Group Incorporated Common Stock oversight | Buy | $1K – $15K | Self | Mar 16, 2026 | filing ↗ |
| PLTR Palantir Technologies Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | Mar 16, 2026 | filing ↗ |
| PLTR Palantir Technologies Inc. Class A Common Stock | Buy | $1K – $15K | Self | Mar 16, 2026 | filing ↗ |
| MELI MercadoLibre, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 16, 2026 | filing ↗ |
| CDRE Cadre Holdings, Inc. Common Stock | Buy | $1K – $15K | Self | Mar 16, 2026 | filing ↗ |
| BRK.B Berkshire Hathaway Inc. New Common Stock | Sell (partial) | $1K – $15K | Self | Mar 16, 2026 | filing ↗ |
| AMZN Amazon.com, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 16, 2026 | filing ↗ |
| AMZN Amazon.com, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 16, 2026 | filing ↗ |
| ZTS Zoetis Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| WDAY Workday, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| WFC Wells Fargo & Company Common Stock | Sell (partial) | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| VICI VICI Properties Inc. Common Stock | Sell | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| VRSN VeriSign, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| UPS United Parcel Service, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Sell | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| TYL Tyler Technologies, Inc. Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| TTD The Trade Desk, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| CI The Cigna Group Common Stock | Sell | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Sell (partial) | $15K – $50K | Self | Mar 13, 2026 | filing ↗ |
| SNDK Sandisk Corporation - Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| ROP Roper Technologies, Inc. | Sell (partial) | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| HOOD Robinhood Markets, Inc. - Class A Common Stock | Sell | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| PFE Pfizer, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| PYPL PayPal Holdings, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| PAYC Paycom Software, Inc. Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| PSKY Paramount Skydance Corporation - Class B Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| PANW Palo Alto Networks, Inc. | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| PLTR Palantir Technologies Inc. Class A Common Stock | Sell (partial) | $15K – $50K | Self | Mar 13, 2026 | filing ↗ |
| OMC Omnicom Group Inc. Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| TAP Molson Coors Beverage Company Class B Common Stock | Sell | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $15K – $50K | Self | Mar 13, 2026 | filing ↗ |
| LULU lululemon athletica inc. - Common Stock | Sell | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| KEY KeyCorp Common Stock | Sell | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| KVUE Kenvue Inc. Common Stock | Sell | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Sell | $15K – $50K | Self | Mar 13, 2026 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Sell | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| IT Gartner, Inc. Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| FOX Fox Corporation - Class B Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| FTNT Fortinet, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| FISV Fiserv, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| FIS Fidelity National Information Services, Inc. Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| FICO Fair Isaac Corporation Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| FDS FactSet Research Systems Inc. Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| EG Everest Group, Ltd. Common Stock | Sell | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| EFX Equifax, Inc. Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| EPAM EPAM Systems, Inc. Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Sell (partial) | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| DDOG Datadog, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| CSGP CoStar Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| CAG ConAgra Brands, Inc. Common Stock | Sell | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| CTSH Cognizant Technology Solutions Corporation - Class A Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| CHTR Charter Communications, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| BKNG Booking Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| SQ Block, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| APO Apollo Global Management, Inc. | Sell | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| AMZN Amazon.com, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| AMD Advanced Micro Devices, Inc. | Sell (partial) | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| ACN Accenture plc Class A Ordinary Shares | Buy | $1K – $15K | Self | Mar 13, 2026 | filing ↗ |
| DBRG DigitalBridge Group, Inc. | Sell | $50K – $100K | Self | Mar 12, 2026 | filing ↗ |
| VIAV Viavi Solutions Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 9, 2026 | filing ↗ |
| HALO Halozyme Therapeutics, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 9, 2026 | filing ↗ |
| FSS Federal Signal Corporation Common Stock | Buy | $1K – $15K | Self | Mar 9, 2026 | filing ↗ |
| VCYT Veracyte, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| RARE Ultragenyx Pharmaceutical Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| UFPI UFP Industries, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| COCO The Vita Coco Company, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| TXRH Texas Roadhouse, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| TNDM Tandem Diabetes Care, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| SUPN Supernus Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| SMTC Semtech Corporation - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| RHP Ryman Hospitality Properties, Inc. | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| RBC RBC Bearings Incorporated Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| PRIM Primoris Services Corporation | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| PATK Patrick Industries, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| NWE NorthWestern Energy Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| LGND Ligand Pharmaceuticals Incorporated - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| LGN Legence Corp. - Class A Common stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| ITT ITT Inc. Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| IDA IDACORP, Inc. Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| HLI Houlihan Lokey, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| GMED Globus Medical, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| GTES Gates Industrial Corporation plc Ordinary Shares | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| EPAC Enerpac Tool Group Corp. Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| CSW CSW Industrials, Inc. Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| CRNX Crinetics Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| SKY Champion Homes, Inc. Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| CENTA Central Garden & Pet Company - Class A Common Stock Nonvoting | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| CATY Cathay General Bancorp - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| BBIO BridgeBio Pharma, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| BOOT Boot Barn Holdings, Inc. Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| AZTA Azenta, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| AVNT Avient Corporation Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| ATRC AtriCure, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| ARQT Arcutis Biotherapeutics, Inc. - Common stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| AGIO Agios Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| AVAV AeroVironment, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| AEIS Advanced Energy Industries, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2026 | filing ↗ |
| THR Thermon Group Holdings, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Mar 2, 2026 | filing ↗ |
| FSS Federal Signal Corporation Common Stock | Buy | $1K – $15K | Self | Mar 2, 2026 | filing ↗ |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | Buy | $1K – $15K | Self | Feb 26, 2026 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Feb 24, 2026 | filing ↗ |
| HOOD Robinhood Markets, Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Feb 24, 2026 | filing ↗ |
| ORCL Oracle Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Feb 24, 2026 | filing ↗ |
| MU Micron Technology, Inc. - Common Stock | Buy | $1K – $15K | Self | Feb 24, 2026 | filing ↗ |
| TPH Tri Pointe Homes, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Feb 23, 2026 | filing ↗ |
| SKY Champion Homes, Inc. Common Stock | Buy | $1K – $15K | Self | Feb 23, 2026 | filing ↗ |
| XIACF XIAOMI CORP | Sell | $1K – $15K | Self | Feb 20, 2026 | filing ↗ |
| VCYT Veracyte, Inc. - Common Stock | Buy | $1K – $15K | Self | Feb 18, 2026 | filing ↗ |
| RARE Ultragenyx Pharmaceutical Inc. - Common Stock | Buy | $1K – $15K | Self | Feb 18, 2026 | filing ↗ |
| DSGX The Descartes Systems Group Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Feb 18, 2026 | filing ↗ |
| PRIM Primoris Services Corporation | Sell (partial) | $1K – $15K | Self | Feb 18, 2026 | filing ↗ |
| PAR PAR Technology Corporation Common Stock | Sell | $1K – $15K | Self | Feb 18, 2026 | filing ↗ |
| APPF AppFolio, Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Feb 18, 2026 | filing ↗ |
| FSV FirstService Corporation - Common Shares | Buy | $1K – $15K | Self | Feb 17, 2026 | filing ↗ |
| MHVYF Mitsubishi Heavy Industries Ltd Ordinary Shares | Buy | $1K – $15K | Self | Feb 13, 2026 | filing ↗ |
| FSV FirstService Corporation - Common Shares | Buy | $1K – $15K | Self | Feb 13, 2026 | filing ↗ |
| TEL TE Connectivity plc Ordinary Shares | Buy | $1K – $15K | Self | Feb 12, 2026 | filing ↗ |
| COIN Coinbase Global, Inc. - Class A Common Stock | Sell | $1K – $15K | Self | Feb 12, 2026 | filing ↗ |
| ZTS Zoetis Inc. Class A Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| WMB Williams Companies, Inc. | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| DIS Walt Disney Company | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| VRSK Verisk Analytics, Inc. - Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| VRSN VeriSign, Inc. - Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock | Sell (partial) | $15K – $50K | Self | Feb 10, 2026 | filing ↗ |
| UAL United Airlines Holdings, Inc. - Common Stock | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| TTD The Trade Desk, Inc. - Class A Common Stock | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| TRGP Targa Resources, Inc. Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| STE STERIS plc | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| SWKS Skyworks Solutions, Inc. - Common Stock | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| ROP Roper Technologies, Inc. | Sell (partial) | $15K – $50K | Self | Feb 10, 2026 | filing ↗ |
| PRU Prudential Financial, Inc. Common Stock | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| PGR Progressive Corporation | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| PFE Pfizer, Inc. Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| OKE ONEOK, Inc. Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| OXY Occidental Petroleum Corporation Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell (partial) | $15K – $50K | Self | Feb 10, 2026 | filing ↗ |
| MU Micron Technology, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| KMI Kinder Morgan, Inc. Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| KVUE Kenvue Inc. Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| INVH Invitation Homes Inc. Common Stock | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| IVZ Invesco Ltd Common Stock | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| ILMN Illumina, Inc. - Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| DOC Healthpeak Properties, Inc. Common Stock | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| GIS General Mills, Inc. Common Stock | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| GD General Dynamics Corporation Common Stock oversight | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| GE GE Aerospace Common Stock | Sell (partial) | $15K – $50K | Self | Feb 10, 2026 | filing ↗ |
| FISV Fiserv, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| FSV FirstService Corporation - Common Shares | Buy | $15K – $50K | Self | Feb 10, 2026 | filing ↗ |
| FSV FirstService Corporation - Common Shares | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| FSLR First Solar, Inc. - Common Stock | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| FIS Fidelity National Information Services, Inc. Common Stock | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| FICO Fair Isaac Corporation Common Stock | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| XOM Exxon Mobil Corporation Common Stock | Buy | $50K – $100K | Self | Feb 10, 2026 | filing ↗ |
| EXE Expand Energy Corporation - Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| EG Everest Group, Ltd. Common Stock | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| ERIE Erie Indemnity Company - Class A Common Stock | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| EQT EQT Corporation Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| EOG EOG Resources, Inc. Common Stock | Buy | $15K – $50K | Self | Feb 10, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| DPZ Domino's Pizza Inc - Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| CTRA Coterra Energy Inc. Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| COP ConocoPhillips Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| CAG ConAgra Brands, Inc. Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| CVX Chevron Corporation Common Stock | Buy | $15K – $50K | Self | Feb 10, 2026 | filing ↗ |
| COF Capital One Financial Corporation Common Stock | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| BKNG Booking Holdings Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| SQ Block, Inc. Class A Common Stock, | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| AJG Arthur J. Gallagher & Co. Common Stock | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| AME AMETEK, Inc. | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| AMZN Amazon.com, Inc. - Common Stock | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| AMD Advanced Micro Devices, Inc. | Buy | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| ACN Accenture plc Class A Ordinary Shares | Sell | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| ABT Abbott Laboratories Common Stock | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | filing ↗ |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | Buy | $100K – $250K | Self | Feb 9, 2026 | filing ↗ |
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Buy | $50K – $100K | Self | Feb 9, 2026 | filing ↗ |
| DAY Dayforce, Inc. Common Stock | Sell | $50K – $100K | Self | Feb 5, 2026 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Feb 5, 2026 | filing ↗ |
| XIACF XIAOMI CORP | Buy | $1K – $15K | Self | Feb 3, 2026 | filing ↗ |
| TCTZF TENCENT HLDIGS LTD | Buy | $1K – $15K | Self | Feb 3, 2026 | filing ↗ |
| RNMBF Rheinmetall Ag Ordinary Shares | Buy | $1K – $15K | Self | Feb 3, 2026 | filing ↗ |
| MHVYF Mitsubishi Heavy Industries Ltd Ordinary Shares | Buy | $1K – $15K | Self | Feb 3, 2026 | filing ↗ |
| FINMF LEONARDO SPA ORD | Buy | $1K – $15K | Self | Feb 3, 2026 | filing ↗ |
| HESAF Hermes Intl S A Ordinary Shares | Buy | $1K – $15K | Self | Feb 3, 2026 | filing ↗ |
| SAN Banco Santander, S.A. Sponsored ADR | Buy | $1K – $15K | Self | Feb 3, 2026 | filing ↗ |
| BABAF ALIBABA GROUP HOLDING LTD | Buy | $1K – $15K | Self | Feb 3, 2026 | filing ↗ |
| AJINF Ajinomoto Company, Inc. Ordinary Shares | Buy | $1K – $15K | Self | Feb 3, 2026 | filing ↗ |
| VRT Vertiv Holdings, LLC Class A Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| TDG Transdigm Group Incorporated Common Stock oversight | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| San Francisco CA City & County, GO Bonds | Sell | $250K – $500K | Self | Jan 30, 2026 | filing ↗ |
| HOOD Robinhood Markets, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| Redlands, CA, Uni. School District GO Bonds | Sell | $50K – $100K | Self | Jan 30, 2026 | filing ↗ |
| PWR Quanta Services, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| PG Procter & Gamble Company | Sell (partial) | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| Perris, CA Union High School District GO Ref. Bonds | Sell | $250K – $500K | Self | Jan 30, 2026 | filing ↗ |
| ORCL Oracle Corporation Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| Milwaukee, Wisconsin GO Promissory Notes Series N2 | Sell (partial) | $100K – $250K | Self | Jan 30, 2026 | filing ↗ |
| META Meta Platforms, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| MELI MercadoLibre, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| ISRG Intuitive Surgical, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| HD Home Depot, Inc. | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| ETN Eaton Corporation, PLC Ordinary Shares | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| COST Costco Wholesale Corporation - Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| COIN Coinbase Global, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| NET Cloudflare, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| California Community Choice Financing Authority Rev Bonds | Buy | $250K – $500K | Self | Jan 30, 2026 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| BE Bloom Energy Corporation Class A Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| BIIB Biogen Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| AZO AutoZone, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| ASML ASML Holding N.V. - New York Registry Shares | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| ANET Arista Networks, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| AMZN Amazon.com, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 30, 2026 | filing ↗ |
| WDAY Workday, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Jan 28, 2026 | filing ↗ |
| VLTO Veralto Corp Common Stock | Sell (partial) | $1K – $15K | Self | Jan 28, 2026 | filing ↗ |
| PTC PTC Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 28, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 28, 2026 | filing ↗ |
| DLTR Dollar Tree, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Jan 28, 2026 | filing ↗ |
| CSGP CoStar Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 28, 2026 | filing ↗ |
| WPM Wheaton Precious Metals Corp Common Shares | Buy | $15K – $50K | Self | Jan 27, 2026 | filing ↗ |
| PAAS Pan American Silver Corp. | Sell | $50K – $100K | Self | Jan 27, 2026 | filing ↗ |
| FNV Franco-Nevada Corporation | Buy | $15K – $50K | Self | Jan 27, 2026 | filing ↗ |
| EPAC Enerpac Tool Group Corp. Common Stock | Buy | $1K – $15K | Self | Jan 27, 2026 | filing ↗ |
| California Community Choice Financing Authority Rev Bonds | Buy | $250K – $500K | Self | Jan 27, 2026 | filing ↗ |
| AVAV AeroVironment, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 27, 2026 | filing ↗ |
| Southeast Energy Authority Cooperative District, Alabama Bonds | Sell | $250K – $500K | Self | Jan 23, 2026 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Jan 20, 2026 | filing ↗ |
| SMTC Semtech Corporation - Common Stock | Buy | $1K – $15K | Self | Jan 20, 2026 | filing ↗ |
| MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Jan 20, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 20, 2026 | filing ↗ |
| CRDO Credo Technology Group Holding Ltd - Ordinary Shares | Buy | $1K – $15K | Self | Jan 20, 2026 | filing ↗ |
| CP Canadian Pacific Kansas City Limited Common Shares | Buy | $1K – $15K | Self | Jan 20, 2026 | filing ↗ |
| AEIS Advanced Energy Industries, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 20, 2026 | filing ↗ |
| SLGN Silgan Holdings Inc. | Sell | $1K – $15K | Self | Jan 15, 2026 | filing ↗ |
| SNDR Schneider National, Inc. Common Stock | Sell | $1K – $15K | Self | Jan 15, 2026 | filing ↗ |
| RHP Ryman Hospitality Properties, Inc. | Buy | $1K – $15K | Self | Jan 15, 2026 | filing ↗ |
| PWP Perella Weinberg Partners - Class A Common Stock | Buy | $1K – $15K | Self | Jan 15, 2026 | filing ↗ |
| NHI National Health Investors, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 15, 2026 | filing ↗ |
| MEDP Medpace Holdings, Inc. - Common Stock | Sell | $15K – $50K | Self | Jan 15, 2026 | filing ↗ |
| LGND Ligand Pharmaceuticals Incorporated - Common Stock | Buy | $1K – $15K | Self | Jan 15, 2026 | filing ↗ |
| LGN Legence Corp. - Class A Common stock | Buy | $1K – $15K | Self | Jan 15, 2026 | filing ↗ |
| IRT Independence Realty Trust, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 15, 2026 | filing ↗ |
| GBCI Glacier Bancorp, Inc. | Buy | $1K – $15K | Self | Jan 15, 2026 | filing ↗ |
| FBK FB Financial Corporation Common Stock | Buy | $1K – $15K | Self | Jan 15, 2026 | filing ↗ |
| CSW CSW Industrials, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 15, 2026 | filing ↗ |
| COLB Columbia Banking System, Inc. - Common Stock | Sell | $15K – $50K | Self | Jan 15, 2026 | filing ↗ |
| CATY Cathay General Bancorp - Common Stock | Buy | $1K – $15K | Self | Jan 15, 2026 | filing ↗ |
| AZTA Azenta, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 15, 2026 | filing ↗ |
| ADC Agree Realty Corporation Common Stock | Sell | $15K – $50K | Self | Jan 15, 2026 | filing ↗ |
| SBGSF Schneider Electric Sa Ordinary Shares | Sell | $1K – $15K | Self | Jan 12, 2026 | filing ↗ |
| WMB Williams Companies, Inc. | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| DIS Walt Disney Company | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| VICI VICI Properties Inc. Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| VRSK Verisk Analytics, Inc. - Common Stock | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| VTR Ventas, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| VLO Valero Energy Corporation Common Stock | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| UPS United Parcel Service, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| TTD The Trade Desk, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| KHC The Kraft Heinz Company - Common Stock | Sell (partial) | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| TRGP Targa Resources, Inc. Common Stock | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| STLD Steel Dynamics, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| SEI Solaris Energy Infrastructure, Inc. Class A Common Stock | Sell | $15K – $50K | Self | Jan 9, 2026 | filing ↗ |
| SWKS Skyworks Solutions, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| SBAC SBA Communications Corporation - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| SNDK Sandisk Corporation - Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| RTX RTX Corporation Common Stock oversight | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| REG Regency Centers Corporation | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| PRU Prudential Financial, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| PGR Progressive Corporation | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| PLTR Palantir Technologies Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| OKE ONEOK, Inc. Common Stock | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| MOS Mosaic Company | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| MTDR Matador Resources Company Common Stock | Sell | $15K – $50K | Self | Jan 9, 2026 | filing ↗ |
| MGY Magnolia Oil & Gas Corporation Class A Common Stock | Sell | $15K – $50K | Self | Jan 9, 2026 | filing ↗ |
| LYB LyondellBasell Industries NV Ordinary Shares Class A | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| LIN Linde plc - Ordinary Shares | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| LEN Lennar Corporation Class A Common Stock | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| KMI Kinder Morgan, Inc. Common Stock | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| KEY KeyCorp Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| KVUE Kenvue Inc. Common Stock | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| IVZ Invesco Ltd Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| INTC Intel Corporation - Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| HST Host Hotels & Resorts, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| DOC Healthpeak Properties, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| HAL Halliburton Company Common Stock | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| GPOR Gulfport Energy Corporation Common Shares | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| GD General Dynamics Corporation Common Stock oversight | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| GEV GE Vernova Inc. Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| GE GE Aerospace Common Stock | Buy | $15K – $50K | Self | Jan 9, 2026 | filing ↗ |
| FSLR First Solar, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| FDX FedEx Corporation Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| XOM Exxon Mobil Corporation Common Stock | Sell | $50K – $100K | Self | Jan 9, 2026 | filing ↗ |
| EG Everest Group, Ltd. Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| EOG EOG Resources, Inc. Common Stock | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| DD DuPont de Nemours, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| DHI D.R. Horton, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| COP ConocoPhillips Common Stock | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| CAG ConAgra Brands, Inc. Common Stock | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| CMCSA Comcast Corporation - Class A Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| CME CME Group Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| CSCO Cisco Systems, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| CB Chubb Limited Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| CHRD Chord Energy Corporation - Common Stock | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| CVX Chevron Corporation Common Stock | Sell | $15K – $50K | Self | Jan 9, 2026 | filing ↗ |
| CVX Chevron Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| SCHW Charles Schwab Corporation | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| CF CF Industries Holdings, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| COF Capital One Financial Corporation Common Stock | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| CCJ Cameco Corporation Common Stock | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| BRO Brown & Brown, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| BKR Baker Hughes Company - Common Stock | Sell (partial) | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| APA APA Corporation - Common Stock | Sell | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| AME AMETEK, Inc. | Buy | $1K – $15K | Self | Jan 9, 2026 | filing ↗ |
| COP ConocoPhillips Common Stock | Sell | $15K – $50K | Self | Jan 7, 2026 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Jan 6, 2026 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 6, 2026 | filing ↗ |
| TXRH Texas Roadhouse, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Jan 5, 2026 | filing ↗ |
| SKWD Skyward Specialty Insurance Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 5, 2026 | filing ↗ |
| SLGN Silgan Holdings Inc. | Sell (partial) | $1K – $15K | Self | Jan 5, 2026 | filing ↗ |
| SHAK Shake Shack, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Jan 5, 2026 | filing ↗ |
| MTX Minerals Technologies Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Jan 5, 2026 | filing ↗ |
| LGND Ligand Pharmaceuticals Incorporated - Common Stock | Buy | $1K – $15K | Self | Jan 5, 2026 | filing ↗ |
| HMN Horace Mann Educators Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Jan 5, 2026 | filing ↗ |
| FBK FB Financial Corporation Common Stock | Buy | $1K – $15K | Self | Jan 5, 2026 | filing ↗ |
| ABCB Ameris Bancorp - Common Stock | Sell (partial) | $1K – $15K | Self | Jan 5, 2026 | filing ↗ |
| RNMBF Rheinmetall Ag Ordinary Shares | Sell (partial) | $1K – $15K | Self | Dec 31, 2025 | filing ↗ |
| XIACF XIAOMI CORP | Sell | $1K – $15K | Self | Dec 30, 2025 | filing ↗ |
| Wisconsin State Health & Educational Facilities Authority Rev. Bonds | Buy | $250K – $500K | Self | Dec 30, 2025 | filing ↗ |
| CPB The Campbell's Company - Common Stock | Buy | $50K – $100K | Self | Dec 30, 2025 | filing ↗ |
| TCTZF TENCENT HLDIGS LTD | Sell (partial) | $1K – $15K | Self | Dec 30, 2025 | filing ↗ |
| SBGSF SCHNEIDER ELECTRIC SA | Sell (partial) | $1K – $15K | Self | Dec 30, 2025 | filing ↗ |
| HESAF Hermes Intl S A Ordinary Shares | Sell (partial) | $1K – $15K | Self | Dec 30, 2025 | filing ↗ |
| BABAF ALIBABA GROUP HOLDING LTD | Sell (partial) | $1K – $15K | Self | Dec 30, 2025 | filing ↗ |
| NTDOF NINTENDO CO LTD ORD | Sell | $1K – $15K | Self | Dec 26, 2025 | filing ↗ |
| MHVYF Mitsubishi Heavy Industries Ltd Ordinary Shares | Sell | $1K – $15K | Self | Dec 26, 2025 | filing ↗ |
| AJINF AJINOMOTO CO INC | Sell | $1K – $15K | Self | Dec 26, 2025 | filing ↗ |
| VRT Vertiv Holdings, LLC Class A Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| TDG Transdigm Group Incorporated Common Stock oversight | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| SPOT Spotify Technology S.A. Ordinary Shares | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| RBLX Roblox Corporation Class A Common Stock | Sell | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| HOOD Robinhood Markets, Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| PWR Quanta Services, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| PG Procter & Gamble Company | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| ORCL Oracle Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| META Meta Platforms, Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| MELI MercadoLibre, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| HD Home Depot, Inc. | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| ETN Eaton Corporation, PLC Ordinary Shares | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| COST Costco Wholesale Corporation - Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| COIN Coinbase Global, Inc. - Class A Common Stock | Sell | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| NET Cloudflare, Inc. Class A Common Stock | Sell | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| CVX Chevron Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| CCJ Cameco Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| BE Bloom Energy Corporation Class A Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| BRK.B Berkshire Hathaway Inc. New Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| AZO AutoZone, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| ANET Arista Networks, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| AMZN Amazon.com, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Dec 24, 2025 | filing ↗ |
| ZTS Zoetis Inc. Class A Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| VICI VICI Properties Inc. Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| VRSK Verisk Analytics, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| VRSN VeriSign, Inc. - Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock | Buy | $15K – $50K | Self | Dec 19, 2025 | filing ↗ |
| UAL United Airlines Holdings, Inc. - Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| CI The Cigna Group Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| CPB The Campbell's Company - Common Stock | Sell | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| TRGP Targa Resources, Inc. Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| SBAC SBA Communications Corporation - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| O Realty Income Corporation Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| PWR Quanta Services, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| PSA Public Storage Common Stock | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| PFE Pfizer, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| ORCL Oracle Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Sell (partial) | $15K – $50K | Self | Dec 19, 2025 | filing ↗ |
| MBFJF Mitsubishi UFJ Financial Group Inc Ordinary Shares | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell (partial) | $15K – $50K | Self | Dec 19, 2025 | filing ↗ |
| MRK Merck & Company, Inc. Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| MCK McKesson Corporation Common Stock | Sell | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| LMT Lockheed Martin Corporation Common Stock oversight | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| LIN Linde plc - Ordinary Shares | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| LEN Lennar Corporation Class A Common Stock | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| INVH Invitation Homes Inc. Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| HAL Halliburton Company Common Stock | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| GPN Global Payments Inc. Common Stock | Sell | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| GIS General Mills, Inc. Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| GEV GE Vernova Inc. Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| FISV Fiserv, Inc. - Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| FIS Fidelity National Information Services, Inc. Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| FICO Fair Isaac Corporation Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| EXE Expand Energy Corporation - Common Stock | Sell | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| ERIE Erie Indemnity Company - Class A Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| CCI Crown Castle Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| CTRA Coterra Energy Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| STZ Constellation Brands, Inc. Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| CAG ConAgra Brands, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| COIN Coinbase Global, Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| CLX Clorox Company | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| CBOE Cboe Global Markets, Inc. | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| BXP BXP, Inc. Common Stock | Sell | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| BMY Bristol-Myers Squibb Company Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| BKNG Booking Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| BA Boeing Company oversight | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| SQ Block, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| BKR Baker Hughes Company - Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| AJG Arthur J. Gallagher & Co. Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| AMCR Amcor plc Ordinary Shares | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| AMZN Amazon.com, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| ARE Alexandria Real Estate Equities, Inc. Common Stock | Sell | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| AMD Advanced Micro Devices, Inc. | Sell (partial) | $15K – $50K | Self | Dec 19, 2025 | filing ↗ |
| ACN Accenture plc Class A Ordinary Shares | Buy | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| ABT Abbott Laboratories Common Stock | Sell (partial) | $1K – $15K | Self | Dec 19, 2025 | filing ↗ |
| RACE Ferrari N.V. Common Shares | Sell | $1K – $15K | Self | Dec 18, 2025 | filing ↗ |
| AZN AstraZeneca PLC - American Depositary Shares | Buy | $1K – $15K | Self | Dec 18, 2025 | filing ↗ |
| San Rafael, CA Elementary School District GO Bonds | Buy | $100K – $250K | Self | Dec 17, 2025 | filing ↗ |
| AVGO Broadcom Inc. - Common Stock | Buy | $1K – $15K | Self | Dec 17, 2025 | filing ↗ |
| AVAV AeroVironment, Inc. - Common Stock | Buy | $1K – $15K | Self | Dec 15, 2025 | filing ↗ |
| COCO The Vita Coco Company, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Dec 11, 2025 | filing ↗ |
| SUPN Supernus Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Self | Dec 11, 2025 | filing ↗ |
| PRIM Primoris Services Corporation | Sell (partial) | $1K – $15K | Self | Dec 11, 2025 | filing ↗ |
| K Kellanova Common Stock | Sell | $1K – $15K | Self | Dec 11, 2025 | filing ↗ |
| ITT ITT Inc. Common Stock | Buy | $1K – $15K | Self | Dec 11, 2025 | filing ↗ |
| ARQT Arcutis Biotherapeutics, Inc. - Common stock | Sell (partial) | $1K – $15K | Self | Dec 11, 2025 | filing ↗ |
| AGIO Agios Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Self | Dec 11, 2025 | filing ↗ |
| WDAY Workday, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Dec 10, 2025 | filing ↗ |
| COO The Cooper Companies, Inc. | Buy | $1K – $15K | Self | Dec 10, 2025 | filing ↗ |
| SYK Stryker Corporation Common Stock | Buy | $1K – $15K | Self | Dec 10, 2025 | filing ↗ |
| SARO StandardAero, Inc. Common Stock | Buy | $1K – $15K | Self | Dec 10, 2025 | filing ↗ |
| NFLX Netflix, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Dec 10, 2025 | filing ↗ |
| LPLA LPL Financial Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | Dec 10, 2025 | filing ↗ |
| Los Angeles, CA, Dept. Wtr. & Pwr. Wtrwks. Rev. Bonds | Sell | $250K – $500K | Self | Dec 10, 2025 | filing ↗ |
| ISRG Intuitive Surgical, Inc. - Common Stock | Buy | $1K – $15K | Self | Dec 10, 2025 | filing ↗ |
| GPN Global Payments Inc. Common Stock | Sell (partial) | $15K – $50K | Self | Dec 10, 2025 | filing ↗ |
| FLEX Flex Ltd. - Ordinary Shares | Sell (partial) | $15K – $50K | Self | Dec 10, 2025 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | Dec 10, 2025 | filing ↗ |
| CSGP CoStar Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Dec 10, 2025 | filing ↗ |
| SCHW Charles Schwab Corporation | Sell (partial) | $1K – $15K | Self | Dec 10, 2025 | filing ↗ |
| CP Canadian Pacific Kansas City Limited Common Shares | Buy | $1K – $15K | Self | Dec 10, 2025 | filing ↗ |
| California State Dept. of Water Resources CVP Revenue Bonds | Buy | $100K – $250K | Self | Dec 10, 2025 | filing ↗ |
| ARMK Aramark Common Stock | Buy | $1K – $15K | Self | Dec 10, 2025 | filing ↗ |
| Southeast Energy Authority Cooperative District, Alabama Bonds | Buy | $250K – $500K | Self | Dec 1, 2025 | filing ↗ |
| TKO TKO Group Holdings, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Nov 26, 2025 | filing ↗ |
| SPOT Spotify Technology S.A. Ordinary Shares | Sell (partial) | $1K – $15K | Self | Nov 26, 2025 | filing ↗ |
| FWRG First Watch Restaurant Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 26, 2025 | filing ↗ |
| GOOGL Alphabet Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Nov 26, 2025 | filing ↗ |
| Portola Valley, CA Sch. Dist. Go Bonds | Sell | $250K – $500K | Self | Nov 25, 2025 | filing ↗ |
| SF Stifel Financial Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Nov 24, 2025 | filing ↗ |
| RBC RBC Bearings Incorporated Common Stock | Sell (partial) | $1K – $15K | Self | Nov 24, 2025 | filing ↗ |
| PRIM Primoris Services Corporation | Sell (partial) | $1K – $15K | Self | Nov 24, 2025 | filing ↗ |
| LGN Legence Corp. - Class A Common stock | Buy | $1K – $15K | Self | Nov 24, 2025 | filing ↗ |
| LB LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests | Buy | $15K – $50K | Self | Nov 21, 2025 | filing ↗ |
| TCTZF Tencent Holdings Limited Ordinary Shares | Buy | $1K – $15K | Self | Nov 20, 2025 | filing ↗ |
| NTDOF NINTENDO CO LTD ORD | Buy | $1K – $15K | Self | Nov 20, 2025 | filing ↗ |
| MBFJF Mitsubishi UFJ Financial Group Inc Ordinary Shares | Buy | $1K – $15K | Self | Nov 20, 2025 | filing ↗ |
| MHVYF Mitsubishi Heavy Industries Ltd Ordinary Shares | Buy | $1K – $15K | Self | Nov 20, 2025 | filing ↗ |
| LB LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests | Buy | $50K – $100K | Self | Nov 20, 2025 | filing ↗ |
| DBSDF DBS GROUP HLDGS LTD ORD | Buy | $1K – $15K | Self | Nov 20, 2025 | filing ↗ |
| XIACF XIAOMI CORP | Buy | $1K – $15K | Self | Nov 19, 2025 | filing ↗ |
| UNCFF UNICREDITO SPA ORD NEW | Buy | $1K – $15K | Self | Nov 19, 2025 | filing ↗ |
| SMEGF SIEMENS ENERGY AG | Buy | $1K – $15K | Self | Nov 19, 2025 | filing ↗ |
| SBGSF SCHNEIDER ELECTRIC SA | Buy | $1K – $15K | Self | Nov 19, 2025 | filing ↗ |
| RNMBF Rheinmetall Ag Ordinary Shares | Buy | $1K – $15K | Self | Nov 19, 2025 | filing ↗ |
| IBDSF Iberdrola SA Bilbao Ordinary Shares | Buy | $1K – $15K | Self | Nov 19, 2025 | filing ↗ |
| HESAF HERMES INTL SA | Buy | $1K – $15K | Self | Nov 19, 2025 | filing ↗ |
| RACE Ferrari N.V. Common Shares | Buy | $1K – $15K | Self | Nov 19, 2025 | filing ↗ |
| BCLYF Barclays Plc Ord Ordinary Shares | Buy | $1K – $15K | Self | Nov 19, 2025 | filing ↗ |
| AZN AstraZeneca PLC - American Depositary Shares | Buy | $1K – $15K | Self | Nov 19, 2025 | filing ↗ |
| AZSEY Allianz SE ADS | Buy | $1K – $15K | Self | Nov 19, 2025 | filing ↗ |
| BABAF ALIBABA GROUP HOLDING LTD | Buy | $1K – $15K | Self | Nov 19, 2025 | filing ↗ |
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Buy | $15K – $50K | Self | Nov 19, 2025 | filing ↗ |
| ZTS Zoetis Inc. Class A Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| WPM Wheaton Precious Metals Corp Common Shares | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| WFC Wells Fargo & Company Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| WMT Walmart Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| VTRS Viatris Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| VRT Vertiv Holdings, LLC Class A Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| VRSK Verisk Analytics, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| UPS United Parcel Service, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| TDG Transdigm Group Incorporated Common Stock oversight | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| CPB The Campbell's Company - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| TRGP Targa Resources, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| SNPS Synopsys, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| SYK Stryker Corporation Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| SPOT Spotify Technology S.A. Ordinary Shares | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| SW Smurfit WestRock plc Ordinary Shares | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| RBLX Roblox Corporation Class A Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| HOOD Robinhood Markets, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| PWR Quanta Services, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| PG Procter & Gamble Company | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| PFE Pfizer, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| PLTR Palantir Technologies Inc. Class A Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| ORCL Oracle Corporation Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| OKE ONEOK, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| NXPI NXP Semiconductors N.V. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Buy | $15K – $50K | Self | Nov 18, 2025 | filing ↗ |
| NFLX Netflix, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| MS Morgan Stanley Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| MDB MongoDB, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| TAP Molson Coors Beverage Company Class B Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $50K – $100K | Self | Nov 18, 2025 | filing ↗ |
| FB Meta Platforms, Inc. - Class A | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| MRK Merck & Company, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| MELI MercadoLibre, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| MCK McKesson Corporation Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| MA Mastercard Incorporated Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| MTB M&T Bank Corporation Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| LMT Lockheed Martin Corporation Common Stock oversight | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| LEN Lennar Corporation Class A Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| JPM JP Morgan Chase & Co. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| JKHY Jack Henry & Associates, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| ISRG Intuitive Surgical, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| IP International Paper Company Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| IFF International Flavors & Fragrances, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| INTC Intel Corporation - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| HON Honeywell International Inc. | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| HD Home Depot, Inc. | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| GPN Global Payments Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| GEV GE Vernova Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| FCX Freeport-McMoRan, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| FISV Fiserv, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| FIS Fidelity National Information Services, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| FDS FactSet Research Systems Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| EXE Expand Energy Corporation - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| EG Everest Group, Ltd. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| ETN Eaton Corporation, PLC Ordinary Shares | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| DOW Dow Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| DECK Deckers Outdoor Corporation | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| DHI D.R. Horton, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| CSW CSW Industrials, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| CTRA Coterra Energy Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| STZ Constellation Brands, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| CMCSA Comcast Corporation - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| COIN Coinbase Global, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| NET Cloudflare, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| CMG Chipotle Mexican Grill, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| CVX Chevron Corporation Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| CAT Caterpillar, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| CCJ Cameco Corporation Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| BXP BXP, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| BRO Brown & Brown, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| AVGO Broadcom Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| BKNG Booking Holdings Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| BE Bloom Energy Corporation Class A Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| SQ Block, Inc. Class A Common Stock, | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| BRK.B Berkshire Hathaway Inc. New Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| AZO AutoZone, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| ANET Arista Networks, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| AAPL Apple Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| APO Apollo Global Management, Inc. | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| AMCR Amcor plc Ordinary Shares | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| AMZN Amazon.com, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| AMZN Amazon.com, Inc. - Common Stock | Buy | $15K – $50K | Self | Nov 18, 2025 | filing ↗ |
| GOOGL Alphabet Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| ARE Alexandria Real Estate Equities, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| AMD Advanced Micro Devices, Inc. | Buy | $15K – $50K | Self | Nov 18, 2025 | filing ↗ |
| ABT Abbott Laboratories Common Stock | Buy | $1K – $15K | Self | Nov 18, 2025 | filing ↗ |
| SARO StandardAero, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 17, 2025 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 17, 2025 | filing ↗ |
| CP Canadian Pacific Kansas City Limited Common Shares | Buy | $1K – $15K | Self | Nov 17, 2025 | filing ↗ |
| VIAV Viavi Solutions Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Nov 13, 2025 | filing ↗ |
| NOVT Novanta Inc. - Common Shares | Buy | $1K – $15K | Self | Nov 13, 2025 | filing ↗ |
| MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Nov 13, 2025 | filing ↗ |
| INTA Intapp, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Nov 13, 2025 | filing ↗ |
| BCRX BioCryst Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 13, 2025 | filing ↗ |
| ALKT Alkami Technology, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 13, 2025 | filing ↗ |
| WBI WaterBridge Infrastructure LLC Class A Shares Representing Limited Liability Company Interests | Buy | $50K – $100K | Self | Nov 12, 2025 | filing ↗ |
| VCYT Veracyte, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| VTR Ventas, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock | Sell (partial) | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| CI The Cigna Group Common Stock | Sell | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| TRGP Targa Resources, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| SMCI Super Micro Computer, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| SBAC SBA Communications Corporation - Class A Common Stock | Buy | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| O Realty Income Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| OXY Occidental Petroleum Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| MOH Molina Healthcare Inc Common Stock | Sell (partial) | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| LULU lululemon athletica inc. - Common Stock | Buy | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| KMB Kimberly-Clark Corporation Common Stock | Sell | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| KVUE Kenvue Inc. Common Stock | Buy | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| JKHY Jack Henry & Associates, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Buy | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| HUM Humana Inc. Common Stock | Sell | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| HAL Halliburton Company Common Stock | Buy | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| FISV Fiserv, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| DD DuPont de Nemours, Inc. Common Stock | Sell | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| CAG ConAgra Brands, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| CMCSA Comcast Corporation - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| CLX Clorox Company | Sell | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| CBOE Cboe Global Markets, Inc. | Buy | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| CP Canadian Pacific Kansas City Limited Common Shares | Buy | $15K – $50K | Self | Nov 12, 2025 | filing ↗ |
| BYDDF BYD Company Ltd H Shares | Sell | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| BMY Bristol-Myers Squibb Company Common Stock | Buy | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| BA Boeing Company oversight | Sell (partial) | $1K – $15K | Self | Nov 12, 2025 | filing ↗ |
| DOX Amdocs Limited - Ordinary Shares | Sell (partial) | $15K – $50K | Self | Nov 12, 2025 | filing ↗ |
| WBI WaterBridge Infrastructure LLC Class A Shares Representing Limited Liability Company Interests | Buy | $100K – $250K | Self | Nov 11, 2025 | filing ↗ |
| RSNHF RESONA HOLDINGS INC | Buy | $1K – $15K | Self | Nov 10, 2025 | filing ↗ |
| NOW ServiceNow, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Nov 7, 2025 | filing ↗ |
| SAP SAP SE ADS | Sell | $1K – $15K | Self | Nov 7, 2025 | filing ↗ |
| RBLX Roblox Corporation Class A Common Stock | Buy | $1K – $15K | Self | Nov 7, 2025 | filing ↗ |
| PLTR Palantir Technologies Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Nov 7, 2025 | filing ↗ |
| KKR KKR & Co. Inc. Common Stock | Sell | $1K – $15K | Self | Nov 7, 2025 | filing ↗ |
| UFPI UFP Industries, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Nov 6, 2025 | filing ↗ |
| SPXC SPX Technologies, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Nov 6, 2025 | filing ↗ |
| PRIM Primoris Services Corporation | Sell (partial) | $1K – $15K | Self | Nov 6, 2025 | filing ↗ |
| ITT ITT Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Nov 6, 2025 | filing ↗ |
| CSW CSW Industrials, Inc. Common Stock | Buy | $1K – $15K | Self | Nov 6, 2025 | filing ↗ |
| DSGX The Descartes Systems Group Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Nov 3, 2025 | filing ↗ |
| CVLT Commvault Systems, Inc. - Common Stock | Buy | $1K – $15K | Self | Nov 3, 2025 | filing ↗ |
| Q Qnity Electronics, Inc. Common Stock | Exchange | $1K – $15K | Self | Nov 3, 2025 | filing ↗ |
| UFPI UFP Industries, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Oct 30, 2025 | filing ↗ |
| STRL Sterling Infrastructure, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Oct 30, 2025 | filing ↗ |
| EPAC Enerpac Tool Group Corp. Common Stock | Buy | $1K – $15K | Self | Oct 30, 2025 | filing ↗ |
| CRDO Credo Technology Group Holding Ltd - Ordinary Shares | Buy | $1K – $15K | Self | Oct 30, 2025 | filing ↗ |
| CNS Cohen & Steers Inc Common Stock | Buy | $1K – $15K | Self | Oct 30, 2025 | filing ↗ |
| DBSDF Dbs Group Holdings Ltd Ord Ordinary Shares | Buy | $1K – $15K | Self | Oct 22, 2025 | filing ↗ |
| XIACF XIAOMI CORP | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| UNCFF UNICREDITO SPA ORD NEW | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| TCTZF TENCENT HLDIGS LTD | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| SMEGF SIEMENS ENERGY AG | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| SBGSF SCHNEIDER ELECTRIC SA | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| SAP SAP SE ADS | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| RNMBF Rheinmetall Ag Ordinary Shares | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| NTDOF NINTENDO CO LTD ORD | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| MBFJF Mitsubishi UFJ Financial Group Inc Ordinary Shares | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| MHVYF Mitsubishi Heavy Industries Ltd Ordinary Shares | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| IBDSF Iberdrola SA Bilbao Ordinary Shares | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| HESAF Hermes Intl S A Ordinary Shares | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| RACE Ferrari N.V. Common Shares | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| BCLYF Barclays Plc Ord Ordinary Shares | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| AZN AstraZeneca PLC - American Depositary Shares | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| AZSEY Allianz SE ADS | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| BABAF ALIBABA GROUP HOLDING LTD | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| AJINF AJINOMOTO CO INC | Buy | $1K – $15K | Self | Oct 21, 2025 | filing ↗ |
| WPM Wheaton Precious Metals Corp Common Shares | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| WMT Walmart Inc. Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| VRT Vertiv Holdings, LLC Class A Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| TDG Transdigm Group Incorporated Common Stock oversight | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| SYK Stryker Corporation Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| SPOT Spotify Technology S.A. Ordinary Shares | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| NOW ServiceNow, Inc. Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| HOOD Robinhood Markets, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| PWR Quanta Services, Inc. Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| PG Procter & Gamble Company | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| ORCL Oracle Corporation Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| NXPI NXP Semiconductors N.V. - Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| NFLX Netflix, Inc. - Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| MS Morgan Stanley Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| MDB MongoDB, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| META Meta Platforms, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| MELI MercadoLibre, Inc. - Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| MA Mastercard Incorporated Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| KKR KKR & Co. Inc. Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| JPM JP Morgan Chase & Co. Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| HD Home Depot, Inc. | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| FCX Freeport-McMoRan, Inc. Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| FLEX Flex Ltd. - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| COST Costco Wholesale Corporation - Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| COIN Coinbase Global, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| NET Cloudflare, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| CVX Chevron Corporation Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| CAT Caterpillar, Inc. Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| CCJ Cameco Corporation Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| AVGO Broadcom Inc. - Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| BE Bloom Energy Corporation Class A Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| BRK.B Berkshire Hathaway Inc. New Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| ANET Arista Networks, Inc. Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| AAPL Apple Inc. - Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| AMZN Amazon.com, Inc. - Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| GOOGL Alphabet Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Oct 17, 2025 | filing ↗ |
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Buy | $15K – $50K | Self | Oct 17, 2025 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Sell | $15K – $50K | Self | Oct 16, 2025 | filing ↗ |
| Fountain Valley, CA Public Financing Authority Bonds | Sell | $100K – $250K | Self | Oct 16, 2025 | filing ↗ |
| WDAY Workday, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Oct 15, 2025 | filing ↗ |
| Wiseburn, CA, Unified School District GO Ref. A Bonds | Sell | $50K – $100K | Self | Oct 15, 2025 | filing ↗ |
| San Diego, CA, Cmnty. College Dist. GO Bonds | Sell (partial) | $100K – $250K | Self | Oct 15, 2025 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | Oct 15, 2025 | filing ↗ |
| ETN Eaton Corporation, PLC Ordinary Shares | Buy | $1K – $15K | Self | Oct 15, 2025 | filing ↗ |
| CSGP CoStar Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Oct 15, 2025 | filing ↗ |
| APG APi Group Corporation Common Stock | Buy | $1K – $15K | Self | Oct 15, 2025 | filing ↗ |
| DOX Amdocs Limited - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Oct 15, 2025 | filing ↗ |
| WDAY Workday, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Oct 14, 2025 | filing ↗ |
| SARO StandardAero, Inc. Common Stock | Buy | $1K – $15K | Self | Oct 14, 2025 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | Oct 14, 2025 | filing ↗ |
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Buy | $15K – $50K | Self | Oct 14, 2025 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock | Buy | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| SNPS Synopsys, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| SUPN Supernus Pharmaceuticals, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| PHR Phreesia, Inc. Common Stock | Buy | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| PLTR Palantir Technologies Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| MEDP Medpace Holdings, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| EIX Edison International Common Stock | Sell | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| CYTK Cytokinetics, Incorporated - Common Stock | Buy | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| CAG ConAgra Brands, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| CMCSA Comcast Corporation - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| COIN Coinbase Global, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| BMY Bristol-Myers Squibb Company Common Stock | Sell (partial) | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| AZTA Azenta, Inc. - Common Stock | Buy | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| AORT Artivion, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Buy | $1K – $15K | Self | Oct 9, 2025 | filing ↗ |
| Washington State Health Care Facilities Authority Revenue Bonds | Buy | $250K – $500K | Self | Oct 8, 2025 | filing ↗ |
| New York Liberty Development Corporation Revenue Bonds | Buy | $250K – $500K | Self | Oct 8, 2025 | filing ↗ |
| Missouri Health and Educational Facilities Authority Revenue Bonds | Buy | $250K – $500K | Self | Oct 8, 2025 | filing ↗ |
| Milwaukee, Wisconsin GO Promissory Notes Series N2 | Buy | $250K – $500K | Self | Oct 8, 2025 | filing ↗ |
| WDAY Workday, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Oct 7, 2025 | filing ↗ |
| SARO StandardAero, Inc. Common Stock | Buy | $1K – $15K | Self | Oct 7, 2025 | filing ↗ |
| Perris, CA Union High School District GO Ref. Bonds | Sell (partial) | $100K – $250K | Self | Oct 7, 2025 | filing ↗ |
| NFLX Netflix, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Oct 7, 2025 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | Oct 7, 2025 | filing ↗ |
| FLEX Flex Ltd. - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Oct 7, 2025 | filing ↗ |
| California State Public Works Board Lease Rev. Bonds | Sell (partial) | $250K – $500K | Self | Oct 7, 2025 | filing ↗ |
| APG APi Group Corporation Common Stock | Buy | $1K – $15K | Self | Oct 7, 2025 | filing ↗ |
| BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock | Sell | $1K – $15K | Self | Oct 3, 2025 | 1d late filing ↗ |
| STRL Sterling Infrastructure, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Oct 3, 2025 | 1d late filing ↗ |
| SKWD Skyward Specialty Insurance Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Oct 3, 2025 | 1d late filing ↗ |
| Long Beach, CA Unified School District Bonds | Sell | $15K – $50K | Self | Oct 3, 2025 | 1d late filing ↗ |
| INSM Insmed Incorporated - Common Stock | Sell | $1K – $15K | Self | Oct 3, 2025 | 1d late filing ↗ |
| CVLT Commvault Systems, Inc. - Common Stock | Buy | $1K – $15K | Self | Oct 3, 2025 | 1d late filing ↗ |
| COLB Columbia Banking System, Inc. - Common Stock | Buy | $1K – $15K | Self | Oct 3, 2025 | 1d late filing ↗ |
| Chula Vista, CA Elementary School Bonds | Sell | $250K – $500K | Self | Oct 3, 2025 | 1d late filing ↗ |
| AVAV AeroVironment, Inc. - Common Stock | Buy | $1K – $15K | Self | Oct 3, 2025 | 1d late filing ↗ |
| SARO StandardAero, Inc. Common Stock | Buy | $1K – $15K | Self | Oct 2, 2025 | 2d late filing ↗ |
| SARO StandardAero, Inc. Common Stock | Buy | $1K – $15K | Self | Oct 1, 2025 | filing ↗ |
| DOX Amdocs Limited - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Oct 1, 2025 | filing ↗ |
| WAT Waters Corporation Common Stock | Buy | $1K – $15K | Self | Sep 30, 2025 | filing ↗ |
| SARO StandardAero, Inc. Common Stock | Buy | $1K – $15K | Self | Sep 30, 2025 | filing ↗ |
| Southwestern Community College Dist. CA, Bonds | Sell | $250K – $500K | Self | Sep 30, 2025 | filing ↗ |
| Selma, CA, Unified School District Bonds | Sell | $100K – $250K | Self | Sep 30, 2025 | filing ↗ |
| Santa Clara County, CA, Financing Authority Bonds | Sell | $250K – $500K | Self | Sep 30, 2025 | filing ↗ |
| San Jacinto CA Uni. School Dist. GO Bonds | Sell | $100K – $250K | Self | Sep 30, 2025 | filing ↗ |
| PTC PTC Inc. - Common Stock | Buy | $1K – $15K | Self | Sep 30, 2025 | filing ↗ |
| Oakland, CA GO Bonds | Sell | $50K – $100K | Self | Sep 30, 2025 | filing ↗ |
| MHVYF Mitsubishi Heavy Industries Ltd Ordinary Shares | Buy | $1K – $15K | Self | Sep 30, 2025 | filing ↗ |
| Los Angeles County, CA, Met. Transportation Authority Bonds | Sell (partial) | $250K – $500K | Self | Sep 30, 2025 | filing ↗ |
| Healdsburg, CA Unified School Dist. GO Bonds | Sell | $50K – $100K | Self | Sep 30, 2025 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | Sep 30, 2025 | filing ↗ |
| Gilroy, CA, Unified School District GO Bonds | Sell | $250K – $500K | Self | Sep 30, 2025 | filing ↗ |
| FTV Fortive Corporation Common Stock | Sell | $15K – $50K | Self | Sep 30, 2025 | filing ↗ |
| Eastern Municipal Water District Financing Authority, CA, Water & Wastewater Revenue Bonds | Sell | $250K – $500K | Self | Sep 30, 2025 | filing ↗ |
| CSGP CoStar Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Sep 30, 2025 | filing ↗ |
| California State GO Bonds | Sell | $500K – $1M | Self | Sep 30, 2025 | filing ↗ |
| Calaveras County, CA GO Ref. Bonds | Sell | $15K – $50K | Self | Sep 30, 2025 | filing ↗ |
| Cajon Valley, CA, Unified School District GO Bonds | Sell | $50K – $100K | Self | Sep 30, 2025 | filing ↗ |
| Bay Area Toll Authority, CA, Toll Bridge Revenue Bonds | Sell | $500K – $1M | Self | Sep 30, 2025 | filing ↗ |
| APG APi Group Corporation Common Stock | Buy | $1K – $15K | Self | Sep 30, 2025 | filing ↗ |
| Anaheim CA Elementary School District GO Bonds | Sell | $100K – $250K | Self | Sep 30, 2025 | filing ↗ |
| DOX Amdocs Limited - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Sep 30, 2025 | filing ↗ |
| AJINF AJINOMOTO CO INC | Buy | $1K – $15K | Self | Sep 30, 2025 | filing ↗ |
| Puente Basin Water Agency CA Bonds | Sell | $250K – $500K | Self | Sep 29, 2025 | filing ↗ |
| Moreno Valley, CA, USD Bonds | Sell | $100K – $250K | Self | Sep 29, 2025 | filing ↗ |
| WBI WaterBridge Infrastructure LLC Cl A | Buy | $15K – $50K | Self | Sep 26, 2025 | filing ↗ |
| WM Waste Management, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Sep 26, 2025 | filing ↗ |
| USB U.S. Bancorp Common Stock | Sell | $1K – $15K | Self | Sep 26, 2025 | filing ↗ |
| Bucks County, PA Industrial Development Authority Hospital Rev Bonds | Buy | $250K – $500K | Self | Sep 26, 2025 | filing ↗ |
| BE Bloom Energy Corporation Class A Common Stock | Buy | $1K – $15K | Self | Sep 26, 2025 | filing ↗ |
| ARIS Aris Water Solutions, Inc. Class A Common Stock | Sell | $15K – $50K | Self | Sep 26, 2025 | filing ↗ |
| WDAY Workday, Inc. - Class A Common Stock | Buy | $15K – $50K | Self | Sep 22, 2025 | filing ↗ |
| THR Thermon Group Holdings, Inc. Common Stock | Buy | $1K – $15K | Self | Sep 22, 2025 | filing ↗ |
| INSM Insmed Incorporated - Common Stock | Sell (partial) | $1K – $15K | Self | Sep 22, 2025 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Sell (partial) | $15K – $50K | Self | Sep 22, 2025 | filing ↗ |
| FTV Fortive Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Sep 22, 2025 | filing ↗ |
| CSGP CoStar Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Sep 22, 2025 | filing ↗ |
| BBIO BridgeBio Pharma, Inc. - Common Stock | Buy | $1K – $15K | Self | Sep 22, 2025 | filing ↗ |
| DOX Amdocs Limited - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Sep 22, 2025 | filing ↗ |
| UNCFF UNICREDITO SPA ORD NEW | Buy | $1K – $15K | Self | Sep 18, 2025 | filing ↗ |
| WBI WaterBridge Infrastructure LLC Cl A | Buy | $15K – $50K | Self | Sep 17, 2025 | filing ↗ |
| ARIS Aris Water Solutions, Inc. Class A Common Stock | Sell (partial) | $15K – $50K | Self | Sep 17, 2025 | filing ↗ |
| MMC Marsh & McLennan Companies, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Sep 16, 2025 | filing ↗ |
| WPM Wheaton Precious Metals Corp Common Shares | Buy | $1K – $15K | Self | Sep 12, 2025 | filing ↗ |
| SYY Sysco Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Sep 12, 2025 | filing ↗ |
| RVTY Revvity, Inc. Common Stock | Buy | $1K – $15K | Self | Sep 12, 2025 | filing ↗ |
| PWR Quanta Services, Inc. Common Stock | Buy | $1K – $15K | Self | Sep 12, 2025 | filing ↗ |
| OKTA Okta, Inc. - Class A Common Stock | Sell | $1K – $15K | Self | Sep 12, 2025 | filing ↗ |
| MDB MongoDB, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Sep 12, 2025 | filing ↗ |
| HD Home Depot, Inc. | Buy | $1K – $15K | Self | Sep 12, 2025 | filing ↗ |
| FTV Fortive Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Sep 12, 2025 | filing ↗ |
| FLEX Flex Ltd. - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Sep 12, 2025 | filing ↗ |
| NET Cloudflare, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Sep 12, 2025 | filing ↗ |
| CMG Chipotle Mexican Grill, Inc. Common Stock | Sell | $1K – $15K | Self | Sep 12, 2025 | filing ↗ |
| APG APi Group Corporation Common Stock | Buy | $1K – $15K | Self | Sep 12, 2025 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock | Buy | $1K – $15K | Self | Sep 5, 2025 | filing ↗ |
| THR Thermon Group Holdings, Inc. Common Stock | Buy | $1K – $15K | Self | Sep 5, 2025 | filing ↗ |
| SMCI Super Micro Computer, Inc. - Common Stock | Buy | $1K – $15K | Self | Sep 5, 2025 | filing ↗ |
| LUV Southwest Airlines Company Common Stock | Buy | $1K – $15K | Self | Sep 5, 2025 | filing ↗ |
| NOC Northrop Grumman Corporation Common Stock oversight | Sell (partial) | $1K – $15K | Self | Sep 5, 2025 | filing ↗ |
| TAP Molson Coors Beverage Company Class B Common Stock | Sell | $1K – $15K | Self | Sep 5, 2025 | filing ↗ |
| KMI Kinder Morgan, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Sep 5, 2025 | filing ↗ |
| K Kellanova Common Stock | Sell (partial) | $1K – $15K | Self | Sep 5, 2025 | filing ↗ |
| HAL Halliburton Company Common Stock | Buy | $1K – $15K | Self | Sep 5, 2025 | filing ↗ |
| CAG ConAgra Brands, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Sep 5, 2025 | filing ↗ |
| PPBI Pacific Premier Bancorp Inc - Common Stock | Exchange | $1K – $15K | Self | Sep 3, 2025 | filing ↗ |
| SEI Solaris Energy Infrastructure, Inc. Class A Common Stock | Buy | $1K – $15K | Self | Sep 2, 2025 | filing ↗ |
| SMTC Semtech Corporation - Common Stock | Buy | $1K – $15K | Self | Sep 2, 2025 | filing ↗ |
| GTLS Chart Industries, Inc. | Sell (partial) | $1K – $15K | Self | Sep 2, 2025 | filing ↗ |
| AVNT Avient Corporation Common Stock | Buy | $1K – $15K | Self | Sep 2, 2025 | filing ↗ |
| DOX Amdocs Limited - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Aug 27, 2025 | filing ↗ |
| WAT Waters Corporation Common Stock | Buy | $1K – $15K | Self | Aug 26, 2025 | filing ↗ |
| SMTC Semtech Corporation - Common Stock | Buy | $1K – $15K | Self | Aug 26, 2025 | filing ↗ |
| INTA Intapp, Inc. - Common Stock | Buy | $1K – $15K | Self | Aug 26, 2025 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | Aug 26, 2025 | filing ↗ |
| FTV Fortive Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Aug 26, 2025 | filing ↗ |
| APG APi Group Corporation Common Stock | Buy | $1K – $15K | Self | Aug 26, 2025 | filing ↗ |
| DOX Amdocs Limited - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Aug 26, 2025 | filing ↗ |
| STRL Sterling Infrastructure, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Aug 15, 2025 | filing ↗ |
| INTA Intapp, Inc. - Common Stock | Buy | $1K – $15K | Self | Aug 15, 2025 | filing ↗ |
| CVLT Commvault Systems, Inc. - Common Stock | Buy | $1K – $15K | Self | Aug 15, 2025 | filing ↗ |
| WAT Waters Corporation Common Stock | Buy | $1K – $15K | Self | Aug 13, 2025 | filing ↗ |
| RVTY Revvity, Inc. Common Stock | Buy | $1K – $15K | Self | Aug 13, 2025 | filing ↗ |
| AVTR Avantor, Inc. Common Stock | Sell | $1K – $15K | Self | Aug 13, 2025 | filing ↗ |
| WAT Waters Corporation Common Stock | Buy | $1K – $15K | Self | Aug 12, 2025 | filing ↗ |
| AVTR Avantor, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Aug 12, 2025 | filing ↗ |
| RARE Ultragenyx Pharmaceutical Inc. - Common Stock | Buy | $1K – $15K | Self | Aug 8, 2025 | filing ↗ |
| MBFJF Mitsubishi UFJ Financial Group Inc Ordinary Shares | Buy | $1K – $15K | Self | Aug 8, 2025 | filing ↗ |
| INSM Insmed Incorporated - Common Stock | Sell (partial) | $1K – $15K | Self | Aug 8, 2025 | filing ↗ |
| BBIO BridgeBio Pharma, Inc. - Common Stock | Buy | $1K – $15K | Self | Aug 8, 2025 | filing ↗ |
| HESAF Hermes Intl S A Ordinary Shares | Buy | $1K – $15K | Self | Aug 7, 2025 | filing ↗ |
| VLO Valero Energy Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Aug 6, 2025 | filing ↗ |
| STRC Strategy Inc - Variable Rate Series A Perpetual Stretch Preferred Stock | Buy | $15K – $50K | Self | Aug 6, 2025 | filing ↗ |
| MDLZ Mondelez International, Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Aug 6, 2025 | filing ↗ |
| MET MetLife, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Aug 6, 2025 | filing ↗ |
| LB LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests | Buy | $50K – $100K | Self | Aug 6, 2025 | filing ↗ |
| CP Canadian Pacific Kansas City Limited Common Shares | Sell | $1K – $15K | Self | Aug 6, 2025 | filing ↗ |
| BRK.B Berkshire Hathaway Inc. New Common Stock | Sell (partial) | $1K – $15K | Self | Aug 6, 2025 | filing ↗ |
| ZTS Zoetis Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock | Sell (partial) | $15K – $50K | Self | Aug 5, 2025 | filing ↗ |
| UPS United Parcel Service, Inc. Common Stock | Sell | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| CI The Cigna Group Common Stock | Sell (partial) | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| LUV Southwest Airlines Company Common Stock | Sell | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| SLB Schlumberger N.V. Common Stock | Sell | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| O Realty Income Corporation Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| PSA Public Storage Common Stock | Sell (partial) | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| PFE Pfizer, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| ORCL Oracle Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| OXY Occidental Petroleum Corporation Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| TAP Molson Coors Beverage Company Class B Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| MOH Molina Healthcare Inc Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| MRK Merck & Company, Inc. Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| MCK McKesson Corporation Common Stock | Sell | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| LMT Lockheed Martin Corporation Common Stock oversight | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| KMI Kinder Morgan, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| K Kellanova Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| HUM Humana Inc. Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| HAL Halliburton Company Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| GIS General Mills, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| ELV Elevance Health, Inc. Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| CAG ConAgra Brands, Inc. Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| CMCSA Comcast Corporation - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| CNC Centene Corporation Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| CDNS Cadence Design Systems, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| APA APA Corporation - Common Stock | Buy | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| ADBE Adobe Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Aug 5, 2025 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Jul 31, 2025 | filing ↗ |
| DAY Dayforce, Inc. Common Stock | Buy | $1K – $15K | Self | Jul 31, 2025 | filing ↗ |
| CSGP CoStar Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Jul 31, 2025 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Jul 31, 2025 | filing ↗ |
| MEDP Medpace Holdings, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Jul 24, 2025 | filing ↗ |
| RVTY Revvity, Inc. Common Stock | Buy | $1K – $15K | Self | Jul 23, 2025 | filing ↗ |
| AVTR Avantor, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Jul 23, 2025 | filing ↗ |
| ANSS ANSYS, Inc. - Common Stock | Exchange | $1K – $15K | Self | Jul 21, 2025 | filing ↗ |
| GPOR Gulfport Energy Corporation Common Shares | Buy | $1K – $15K | Self | Jul 18, 2025 | filing ↗ |
| RARE Ultragenyx Pharmaceutical Inc. - Common Stock | Buy | $1K – $15K | Self | Jul 15, 2025 | filing ↗ |
| HOOD Robinhood Markets, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Jul 9, 2025 | filing ↗ |
| RAL Ralliant Corporation Common Stock | Sell | $15K – $50K | Self | Jul 9, 2025 | filing ↗ |
| PTC PTC Inc. - Common Stock | Buy | $1K – $15K | Self | Jul 9, 2025 | filing ↗ |
| CSGP CoStar Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Jul 9, 2025 | filing ↗ |
| RAL Ralliant Corporation Common Stock | Sell | $15K – $50K | Self | Jul 8, 2025 | 21d late filing ↗ |
| MGY Magnolia Oil & Gas Corporation Class A Common Stock | Sell (partial) | $1K – $15K | Self | Jul 7, 2025 | filing ↗ |
| INSM Insmed Incorporated - Common Stock | Sell (partial) | $1K – $15K | Self | Jul 7, 2025 | filing ↗ |
| GPOR Gulfport Energy Corporation Common Shares | Buy | $1K – $15K | Self | Jul 7, 2025 | filing ↗ |
| LUV Southwest Airlines Company Common Stock | Buy | $1K – $15K | Self | Jul 3, 2025 | filing ↗ |
| SMEGF SIEMENS ENERGY AG | Buy | $1K – $15K | Self | Jul 3, 2025 | filing ↗ |
| RIO Rio Tinto Plc Common Stock | Sell | $1K – $15K | Self | Jul 3, 2025 | filing ↗ |
| K Kellanova Common Stock | Sell (partial) | $1K – $15K | Self | Jul 3, 2025 | filing ↗ |
| GIS General Mills, Inc. Common Stock | Buy | $1K – $15K | Self | Jul 3, 2025 | filing ↗ |
| DSKYF Daiichi Sankyo Co Ltd Ordinary Shares | Sell | $1K – $15K | Self | Jul 3, 2025 | filing ↗ |
| Alameda County, CA Water District Financing Authority Bonds | Sell | $50K – $100K | Self | Jul 3, 2025 | filing ↗ |
| SWTX SpringWorks Therapeutics, Inc. - common stock | Sell | $15K – $50K | Self | Jul 1, 2025 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Buy | $1K – $15K | Self | Jul 1, 2025 | filing ↗ |
| San Diego, CA Unified School District GO Bonds | Sell (partial) | $50K – $100K | Self | Jul 1, 2025 | filing ↗ |
| CSGP CoStar Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 30, 2025 | filing ↗ |
| DOX Amdocs Limited - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Jun 30, 2025 | filing ↗ |
| XIACF XIAOMI CORP | Buy | $1K – $15K | Self | Jun 27, 2025 | filing ↗ |
| CSGP CoStar Group, Inc. - Common Stock | Buy | $15K – $50K | Self | Jun 27, 2025 | filing ↗ |
| ASML ASML Holding N.V. - New York Registry Shares | Sell | $1K – $15K | Self | Jun 27, 2025 | filing ↗ |
| WTW Willis Towers Watson Public Limited Company - Ordinary Shares | Sell (partial) | $1K – $15K | Self | Jun 26, 2025 | filing ↗ |
| FWONK Liberty Media Corporation - Series C Liberty Formula One Common Stock | Sell (partial) | $1K – $15K | Self | Jun 26, 2025 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Jun 26, 2025 | filing ↗ |
| NXPI NXP Semiconductors N.V. - Common Stock | Buy | $1K – $15K | Self | Jun 25, 2025 | filing ↗ |
| NEE NextEra Energy, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Jun 25, 2025 | filing ↗ |
| CSGP CoStar Group, Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 25, 2025 | filing ↗ |
| VCYT Veracyte, Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 16, 2025 | filing ↗ |
| SBCF Seacoast Banking Corporation of Florida - Common Stock | Buy | $1K – $15K | Self | Jun 16, 2025 | filing ↗ |
| RBC RBC Bearings Incorporated Common Stock | Sell (partial) | $1K – $15K | Self | Jun 16, 2025 | filing ↗ |
| PPBI Pacific Premier Bancorp Inc - Common Stock | Sell (partial) | $1K – $15K | Self | Jun 16, 2025 | filing ↗ |
| HQY HealthEquity, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Jun 16, 2025 | filing ↗ |
| GTLS Chart Industries, Inc. | Sell (partial) | $1K – $15K | Self | Jun 16, 2025 | filing ↗ |
| SKY Champion Homes, Inc. Common Stock | Buy | $1K – $15K | Self | Jun 16, 2025 | filing ↗ |
| BOOT Boot Barn Holdings, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Jun 16, 2025 | filing ↗ |
| RVTY Revvity, Inc. Common Stock | Buy | $1K – $15K | Self | Jun 11, 2025 | filing ↗ |
| PTC PTC Inc. - Common Stock | Buy | $1K – $15K | Self | Jun 11, 2025 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | Jun 11, 2025 | filing ↗ |
| DAY Dayforce, Inc. Common Stock | Buy | $1K – $15K | Self | Jun 11, 2025 | filing ↗ |
| CDRE Cadre Holdings, Inc. Common Stock | Buy | $1K – $15K | Self | Jun 11, 2025 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Jun 11, 2025 | filing ↗ |
| YUM Yum! Brands, Inc. | Sell (partial) | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock | Buy | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| SLB Schlumberger N.V. Common Stock | Buy | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| PFE Pfizer, Inc. Common Stock | Buy | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| ORLY O'Reilly Automotive, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| NOC Northrop Grumman Corporation Common Stock oversight | Buy | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| MOH Molina Healthcare Inc Common Stock | Sell (partial) | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| MRK Merck & Company, Inc. Common Stock | Sell | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| LMT Lockheed Martin Corporation Common Stock oversight | Sell | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| LEN Lennar Corporation Class A Common Stock | Buy | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| LHX L3Harris Technologies, Inc. Common Stock oversight | Buy | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| KMI Kinder Morgan, Inc. Common Stock | Buy | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| JNJ Johnson & Johnson Common Stock | Buy | $15K – $50K | Self | May 30, 2025 | filing ↗ |
| HUM Humana Inc. Common Stock | Sell | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Sell (partial) | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| ELV Elevance Health, Inc. Common Stock | Sell | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| COP ConocoPhillips Common Stock | Sell (partial) | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| CAG ConAgra Brands, Inc. Common Stock | Sell | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| CNC Centene Corporation Common Stock | Sell | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| BA Boeing Company oversight | Buy | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| PLD Prologis, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | May 29, 2025 | filing ↗ |
| OKTA Okta, Inc. - Class A Common Stock | Buy | $1K – $15K | Self | May 29, 2025 | filing ↗ |
| RVTY Revvity, Inc. Common Stock | Buy | $1K – $15K | Self | May 28, 2025 | filing ↗ |
| PTC PTC Inc. - Common Stock | Buy | $1K – $15K | Self | May 28, 2025 | filing ↗ |
| FWONK Liberty Media Corporation - Series C Liberty Formula One Common Stock | Sell (partial) | $1K – $15K | Self | May 28, 2025 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | May 28, 2025 | filing ↗ |
| SMFNF Sumitomo Mitsui Financial Group Inc Ordinary Shares | Sell | $1K – $15K | Self | May 27, 2025 | filing ↗ |
| NTDOF NINTENDO CO LTD ORD | Buy | $1K – $15K | Self | May 27, 2025 | filing ↗ |
| USPH U.S. Physical Therapy, Inc. Common Stock | Buy | $1K – $15K | Self | May 20, 2025 | filing ↗ |
| DAVA Endava plc American Depositary Shares | Sell | $1K – $15K | Self | May 16, 2025 | filing ↗ |
| UTZ Utz Brands Inc Class A Common Stock | Buy | $1K – $15K | Self | May 15, 2025 | filing ↗ |
| FWRG First Watch Restaurant Group, Inc. - Common Stock | Buy | $1K – $15K | Self | May 15, 2025 | filing ↗ |
| PTC PTC Inc. - Common Stock | Buy | $1K – $15K | Self | May 13, 2025 | filing ↗ |
| IR Ingersoll Rand Inc. Common Stock | Buy | $1K – $15K | Self | May 13, 2025 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | May 13, 2025 | filing ↗ |
| DAY Dayforce, Inc. Common Stock | Buy | $1K – $15K | Self | May 13, 2025 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Sell (partial) | $1K – $15K | Self | May 13, 2025 | filing ↗ |
| RSNHF Resona Holdings Inc Osaka Ordinary Shares | Sell | $1K – $15K | Self | May 9, 2025 | filing ↗ |
| ENGQF ENGIE SA ORD | Buy | $1K – $15K | Self | May 9, 2025 | filing ↗ |
| NEO NeoGenomics, Inc. - Common Stock | Buy | $1K – $15K | Self | May 7, 2025 | filing ↗ |
| KKR KKR & Co. Inc. Common Stock | Buy | $1K – $15K | Self | May 7, 2025 | filing ↗ |
| HLT Hilton Worldwide Holdings Inc. Common Stock | Sell | $1K – $15K | Self | May 7, 2025 | filing ↗ |
| SEI Solaris Energy Infrastructure, Inc. Class A Common Stock | Buy | $1K – $15K | Self | May 6, 2025 | filing ↗ |
| SLAB Silicon Laboratories, Inc. - Common Stock | Sell | $1K – $15K | Self | May 6, 2025 | filing ↗ |
| MTX Minerals Technologies Inc. Common Stock | Buy | $1K – $15K | Self | May 6, 2025 | filing ↗ |
| ICUI ICU Medical, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | May 6, 2025 | filing ↗ |
| ATRC AtriCure, Inc. - Common Stock | Buy | $1K – $15K | Self | May 6, 2025 | filing ↗ |
| BDRFF Beiersdorf A G Ordinary Shares | Buy | $1K – $15K | Self | May 2, 2025 | filing ↗ |
| ALKT Alkami Technology, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 30, 2025 | filing ↗ |
| ZION Zions Bancorporation N.A. - Common Stock | Sell | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| YUM Yum! Brands, Inc. | Buy | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock | Sell (partial) | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| UPS United Parcel Service, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| PFE Pfizer, Inc. Common Stock | Buy | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| ORLY O'Reilly Automotive, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| MOH Molina Healthcare Inc Common Stock | Buy | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $15K – $50K | Self | Apr 29, 2025 | filing ↗ |
| MRK Merck & Company, Inc. Common Stock | Buy | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| MCK McKesson Corporation Common Stock | Buy | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| LMT Lockheed Martin Corporation Common Stock oversight | Buy | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| KMI Kinder Morgan, Inc. Common Stock | Buy | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| K Kellanova Common Stock | Buy | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| JNJ Johnson & Johnson Common Stock | Sell (partial) | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| HUM Humana Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| ELV Elevance Health, Inc. Common Stock | Buy | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| DXC DXC Technology Company Common Stock | Sell | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| DT Midstream, Inc. Common Stock | Sell | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| DOW Dow Inc. Common Stock | Sell | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| CNC Centene Corporation Common Stock | Buy | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| CPRI Capri Holdings Limited Ordinary Shares | Sell | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| CP Canadian Pacific Kansas City Limited Common Shares | Sell (partial) | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| AMZN Amazon.com, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Apr 29, 2025 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Apr 28, 2025 | filing ↗ |
| PCVX Vaxcyte, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 28, 2025 | filing ↗ |
| PTC PTC Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 28, 2025 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Apr 28, 2025 | filing ↗ |
| FLYW Flywire Corporation - Voting Common Stock | Sell | $1K – $15K | Self | Apr 17, 2025 | filing ↗ |
| CRNX Crinetics Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 17, 2025 | filing ↗ |
| ALKT Alkami Technology, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 17, 2025 | filing ↗ |
| AGIO Agios Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 17, 2025 | filing ↗ |
| PCVX Vaxcyte, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 15, 2025 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2025 | filing ↗ |
| PCVX Vaxcyte, Inc. - Common Stock | Buy | $1K – $15K | Self | Apr 14, 2025 | filing ↗ |
| SLAB Silicon Laboratories, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Apr 14, 2025 | filing ↗ |
| SRPT Sarepta Therapeutics, Inc. - Common Stock | Sell | $1K – $15K | Self | Apr 14, 2025 | filing ↗ |
| IR Ingersoll Rand Inc. Common Stock | Buy | $1K – $15K | Self | Apr 14, 2025 | filing ↗ |
| FERG Ferguson Enterprises Inc. Common Stock | Buy | $1K – $15K | Self | Apr 14, 2025 | filing ↗ |
| ARMK Aramark Common Stock | Buy | $1K – $15K | Self | Apr 14, 2025 | filing ↗ |
| RNMBF Rheinmetall Ag Ordinary Shares | Buy | $1K – $15K | Self | Apr 11, 2025 | filing ↗ |
| CHX ChampionX Corporation | Sell | $1K – $15K | Self | Apr 9, 2025 | filing ↗ |
| TME Tencent Music Entertainment Group American Depositary Shares, each representing two Class A Ordinary Shares | Sell | $1K – $15K | Self | Apr 8, 2025 | filing ↗ |
| SPHR Sphere Entertainment Co. Class A Common Stock | Buy | $1K – $15K | Self | Apr 8, 2025 | filing ↗ |
| CACI CACI International, Inc. Class A Common Stock | Sell | $15K – $50K | Self | Apr 8, 2025 | filing ↗ |
| ARIS Aris Water Solutions, Inc. Class A Common Stock | Buy | $50K – $100K | Self | Apr 8, 2025 | filing ↗ |
| WTW Willis Towers Watson Public Limited Company - Ordinary Shares | Buy | $1K – $15K | Self | Apr 7, 2025 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Apr 7, 2025 | filing ↗ |
| SPHR Sphere Entertainment Co. Class A Common Stock | Buy | $15K – $50K | Self | Apr 4, 2025 | filing ↗ |
| ITCI Intra-Cellular Therapies Inc. | Sell | $1K – $15K | Self | Apr 3, 2025 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Apr 1, 2025 | filing ↗ |
| PTC PTC Inc. - Common Stock | Buy | $15K – $50K | Self | Apr 1, 2025 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Sell (partial) | $15K – $50K | Self | Apr 1, 2025 | filing ↗ |
| WYNN Wynn Resorts, Limited - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 31, 2025 | filing ↗ |
| VTRS Viatris Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 31, 2025 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock | Buy | $15K – $50K | Self | Mar 31, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 31, 2025 | filing ↗ |
| PFE Pfizer, Inc. Common Stock | Sell | $15K – $50K | Self | Mar 31, 2025 | filing ↗ |
| PLTR Palantir Technologies Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Mar 31, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell (partial) | $15K – $50K | Self | Mar 31, 2025 | filing ↗ |
| MRK Merck & Company, Inc. Common Stock | Sell (partial) | $15K – $50K | Self | Mar 31, 2025 | filing ↗ |
| LH Labcorp Holdings Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Mar 31, 2025 | filing ↗ |
| JNJ Johnson & Johnson Common Stock | Buy | $15K – $50K | Self | Mar 31, 2025 | filing ↗ |
| HOLX Hologic, Inc. - Common Stock | Sell | $1K – $15K | Self | Mar 31, 2025 | filing ↗ |
| HSIC Henry Schein, Inc. - Common Stock | Sell | $1K – $15K | Self | Mar 31, 2025 | filing ↗ |
| F Ford Motor Company Common Stock | Buy | $1K – $15K | Self | Mar 31, 2025 | filing ↗ |
| CNC Centene Corporation Common Stock | Sell | $1K – $15K | Self | Mar 31, 2025 | filing ↗ |
| BA Boeing Company oversight | Buy | $1K – $15K | Self | Mar 31, 2025 | filing ↗ |
| Audent Hospitality Real Estate Fund I L.P. | Buy | $1M – $5M | Self | Mar 26, 2025 | filing ↗ |
| UTZ Utz Brands Inc Class A Common Stock | Buy | $1K – $15K | Self | Mar 24, 2025 | filing ↗ |
| SUPN Supernus Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 24, 2025 | filing ↗ |
| ITCI Intra-Cellular Therapies Inc. | Sell (partial) | $1K – $15K | Self | Mar 24, 2025 | filing ↗ |
| HALO Halozyme Therapeutics, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Mar 24, 2025 | filing ↗ |
| CBZ CBIZ, Inc. Common Stock | Buy | $1K – $15K | Self | Mar 24, 2025 | filing ↗ |
| Antioch, CA, Unified School District GO Bonds | Buy | $250K – $500K | Self | Mar 24, 2025 | filing ↗ |
| TCTZF Tencent Holdings Limited Ordinary Shares | Buy | $1K – $15K | Self | Mar 20, 2025 | filing ↗ |
| BCLYF Barclays Plc Ord Ordinary Shares | Buy | $1K – $15K | Self | Mar 20, 2025 | filing ↗ |
| PANW Palo Alto Networks, Inc. | Sell (partial) | $1K – $15K | Self | Mar 19, 2025 | filing ↗ |
| PANW Palo Alto Networks, Inc. | Sell (partial) | $1K – $15K | Self | Mar 18, 2025 | filing ↗ |
| WRB W.R. Berkley Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Mar 17, 2025 | filing ↗ |
| RBA RB Global, Inc. Common Stock | Buy | $1K – $15K | Self | Mar 17, 2025 | filing ↗ |
| FERG Ferguson Enterprises Inc. Common Stock | Buy | $15K – $50K | Self | Mar 17, 2025 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Mar 17, 2025 | filing ↗ |
| ASML ASML Holding N.V. - New York Registry Shares | Buy | $1K – $15K | Self | Mar 17, 2025 | filing ↗ |
| PWR Quanta Services, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Mar 14, 2025 | filing ↗ |
| PAR PAR Technology Corporation Common Stock | Buy | $1K – $15K | Self | Mar 13, 2025 | filing ↗ |
| ANCTF ALIMENTATION COUCHE-TARD | Sell | $1K – $15K | Self | Mar 7, 2025 | filing ↗ |
| The Vita Coco Company, Inc. - | Buy | $1K – $15K | Self | Mar 4, 2025 | filing ↗ |
| TNDM Tandem Diabetes Care, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 4, 2025 | filing ↗ |
| Paragon 28, Inc. Common Stock | Sell | $1K – $15K | Self | Mar 4, 2025 | filing ↗ |
| STRL Sterling Infrastructure, Inc. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2025 | filing ↗ |
| HLMN Hillman Solutions Corp. - Common Stock | Buy | $1K – $15K | Self | Mar 3, 2025 | filing ↗ |
| WYNN Wynn Resorts, Limited - Common Stock | Buy | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| WBA Walgreens Boots Alliance, Inc. - Common Stock | Sell | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock | Sell (partial) | $15K – $50K | Self | Feb 26, 2025 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Buy | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| LUV Southwest Airlines Company Common Stock | Sell | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| PFE Pfizer, Inc. Common Stock | Buy | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| PCG Pacific Gas & Electric Co. Common Stock | Sell | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $15K – $50K | Self | Feb 26, 2025 | filing ↗ |
| MRK Merck & Company, Inc. Common Stock | Buy | $15K – $50K | Self | Feb 26, 2025 | filing ↗ |
| HUM Humana Inc. Common Stock | Buy | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| GM General Motors Company Common Stock | Sell (partial) | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| F Ford Motor Company Common Stock | Sell (partial) | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| EPAC Enerpac Tool Group Corp. Common Stock | Buy | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| DG Dollar General Corporation Common Stock | Buy | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| DHR Danaher Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| CMG Chipotle Mexican Grill, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| CDNS Cadence Design Systems, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| ANSS ANSYS, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| ALGN Align Technology, Inc. - Common Stock | Sell | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| AKAM Akamai Technologies, Inc. - Common Stock | Sell | $1K – $15K | Self | Feb 26, 2025 | filing ↗ |
| WTW Willis Towers Watson Public Limited Company - Ordinary Shares | Buy | $1K – $15K | Self | Feb 24, 2025 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Feb 24, 2025 | filing ↗ |
| ICFI ICF International, Inc. - Common Stock | Sell | $1K – $15K | Self | Feb 20, 2025 | filing ↗ |
| El Camino CA Community College District GO Bonds | Buy | $250K – $500K | Self | Feb 19, 2025 | filing ↗ |
| Anaheim CA Elementary School District GO Bonds | Buy | $100K – $250K | Self | Feb 10, 2025 | filing ↗ |
| ICFI ICF International, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Feb 3, 2025 | filing ↗ |
| U.S. Treasury Bills | Sell | $250K – $500K | Self | Jan 31, 2025 | filing ↗ |
| HE Hawaiian Electric Industries, Inc. Common Stock | Buy | $50K – $100K | Self | Jan 31, 2025 | filing ↗ |
| CACI CACI International, Inc. Class A Common Stock | Buy | $15K – $50K | Self | Jan 31, 2025 | filing ↗ |
| ISRG Intuitive Surgical, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 30, 2025 | filing ↗ |
| AVGO Broadcom Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Jan 30, 2025 | filing ↗ |
| USPH U.S. Physical Therapy, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 29, 2025 | filing ↗ |
| SWTX SpringWorks Therapeutics, Inc. - common stock | Buy | $1K – $15K | Self | Jan 29, 2025 | filing ↗ |
| FNA Paragon 28, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 29, 2025 | filing ↗ |
| CRNX Crinetics Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 29, 2025 | filing ↗ |
| AVGO Broadcom Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 29, 2025 | filing ↗ |
| AGIO Agios Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 29, 2025 | filing ↗ |
| WTW Willis Towers Watson Public Limited Company - Ordinary Shares | Buy | $1K – $15K | Self | Jan 28, 2025 | filing ↗ |
| LNTH Lantheus Holdings, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 28, 2025 | filing ↗ |
| LRCX Lam Research Corporation - Common Stock | Sell (partial) | $15K – $50K | Self | Jan 28, 2025 | filing ↗ |
| Walgreens Boots Alliance, Inc. - | Buy | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock | Buy | $15K – $50K | Self | Jan 24, 2025 | filing ↗ |
| SJM The J.M. Smucker Company Common Stock | Sell | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| CI The Cigna Group Common Stock | Sell (partial) | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| LUV Southwest Airlines Company Common Stock | Buy | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| Quest Diagnostics Incorporated | Sell (partial) | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| PFE Pfizer, Inc. Common Stock | Sell (partial) | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| PLTR Palantir Technologies Inc. - Class A Common Stock | Buy | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| PCG Pacific Gas & Electric Co. Common Stock | Sell (partial) | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| MDLZ Mondelez International, Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| MRK Merck & Company, Inc. Common Stock | Sell | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| MCK McKesson Corporation Common Stock | Sell | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| K Kellanova Common Stock | Buy | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| JNJ Johnson & Johnson Common Stock | Sell (partial) | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| F Ford Motor Company Common Stock | Buy | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| EIX Edison International Common Stock | Sell (partial) | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| D Dominion Energy, Inc. Common Stock | Sell | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| DG Dollar General Corporation Common Stock | Sell | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| CVS CVS Health Corporation Common Stock | Buy | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| CCI Crown Castle Inc. Common Stock | Buy | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| BA Boeing Company oversight | Sell (partial) | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| ABNB Airbnb, Inc. - Class A Common Stock | Sell | $1K – $15K | Self | Jan 24, 2025 | filing ↗ |
| PAR PAR Technology Corporation Common Stock | Buy | $1K – $15K | Self | Jan 22, 2025 | filing ↗ |
| INTA Intapp, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Jan 22, 2025 | filing ↗ |
| WTW Willis Towers Watson Public Limited Company - Ordinary Shares | Buy | $15K – $50K | Self | Jan 13, 2025 | filing ↗ |
| WAB Westinghouse Air Brake Technologies Corporation Common Stock | Sell (partial) | $15K – $50K | Self | Jan 13, 2025 | filing ↗ |
| LNTH Lantheus Holdings, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 13, 2025 | filing ↗ |
| KLAC KLA Corporation - Common Stock | Sell (partial) | $1K – $15K | Self | Jan 13, 2025 | filing ↗ |
| STZ Constellation Brands, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 13, 2025 | filing ↗ |
| KMX CarMax Inc | Buy | $1K – $15K | Self | Jan 13, 2025 | filing ↗ |
| TCTZF TENCENT HLDIGS LTD | Sell | $1K – $15K | Self | Jan 9, 2025 | filing ↗ |
| LNTH Lantheus Holdings, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 8, 2025 | filing ↗ |
| XRAY DENTSPLY SIRONA Inc. - Common Stock | Sell | $1K – $15K | Self | Jan 8, 2025 | filing ↗ |
| WAB Westinghouse Air Brake Technologies Corporation Common Stock | Sell (partial) | $1K – $15K | Self | Jan 7, 2025 | filing ↗ |
| LNTH Lantheus Holdings, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 7, 2025 | filing ↗ |
| GDDY GoDaddy Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Self | Jan 7, 2025 | filing ↗ |
| FTV Fortive Corporation Common Stock | Buy | $1K – $15K | Self | Jan 7, 2025 | filing ↗ |
| FERG Ferguson Enterprises Inc. Common Stock | Buy | $1K – $15K | Self | Jan 7, 2025 | filing ↗ |
| XRAY DENTSPLY SIRONA Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Jan 7, 2025 | filing ↗ |
| APG APi Group Corporation Common Stock | Buy | $1K – $15K | Self | Jan 7, 2025 | filing ↗ |
Campaign committees
| Committee | Role | Raised | Spent | Cash on hand | Through |
|---|---|---|---|---|---|
| CISNEROS FOR CONGRESS | Principal campaign | $705.3K | $485.5K | $259.8K | Jun 30, 2026 |
The raised / spent / cash-on-hand tiles above cover the member's own campaign (principal and authorized committees). Joint fundraising committees, leadership PACs, and party committees are listed here but not added into the tiles: joint committees pass their money on to the campaign, so counting both would double it.