Donald J. Trump · OGE Form 278-T
President Donald J. Trump Periodic Transaction Report 08.12.26
Filed Aug 12, 2026 · original PDF
1,013 of the 1,051 trades on this report are confirmed so far; the rest are still being checked.
These reports are scanned images, so we read each one twice, with two independent methods, and publish a trade only when both agree on its type, date, late-notice mark and amount range. The name of the security is the first reader's text and can contain letter errors; every trade links to its page of the original report. Amounts are the ranges the form asks for, and totals add the LOW end of each range, so the real figure is at least that.
- Purchase: Goldman Sachs Group Inc $1,001 – $15,000
- Purchase: Ametek Inc $15,001 – $50,000
- Purchase: International Flavors & Fragrances Inc $1,001 – $15,000
- Purchase: Allstate Corp $15,001 – $50,000
- Purchase: Howmet Aerospace Inc $15,001 – $50,000
- Purchase: Verisk Analytics Inc $15,001 – $50,000
- Purchase: Kla Corp $50,001 – $100,000
- Purchase: Emerson Elec Co $15,001 – $50,000
- Purchase: Caterpillar Inc $15,001 – $50,000
- Purchase: S&p Global Inc $1,001 – $15,000
- Purchase: Centerpoint Energy Inc $15,001 – $50,000
- Purchase: Progressive Corp On $1,001 – $15,000
- Purchase: Hewlett Packard Enterprise Co $15,001 – $50,000
- Purchase: Intuitive Surgical Inc $15,001 – $50,000
- Purchase: Space Expl Technologies Corp $15,001 – $50,000
- Sale: Cheniere Energy Inc $15,001 – $50,000
- Sale: Nvidia Corp $15,001 – $50,000
- Sale: Simon Ppty Group Inc $15,001 – $50,000
- Sale: The Trade Desk Inc $1,001 – $15,000
- Sale: Pnc Finl Svcs Group Inc $15,001 – $50,000
- Sale: Kimberly-clark Corp $15,001 – $50,000
- Sale: Apple Inc $50,001 – $100,000
- Sale: Cognizant Technology Solutions Corp $1,001 – $15,000
- Sale: Godaddy Inc $1,001 – $15,000
- Sale: Intuit $15,001 – $50,000
- Sale: Snap On Inc $15,001 – $50,000
- Sale: Trane Technologies Plc $15,001 – $50,000
- Sale: Huntington Bancshares Inc $15,001 – $50,000
- Purchase: Ishares Tr Russell 2000 Eff $500,001 – $1,000,000
- Purchase: Ishares Tr Global 100 Eff $500,001 – $1,000,000
- Purchase: Goldman Sachs Group Inc $250,001 – $500,000
- Purchase: Broadcom Inc $100,001 – $250,000
- Purchase: Federated Hermes Government Obligations Fund $100,001 – $250,000
- Sale: Broadcom Inc Com $100,001 – $250,000
- Purchase: GE AEROSPACE $250,001 – $500,000
- Purchase: HOME DEPOT INC $250,001 – $500,000
- Purchase: WELLS FARGO & CO $250,001 – $500,000
- Purchase: MCDONALDS CORP $100,001 – $250,000
- Purchase: ELI LILLY & CO $100,001 – $250,000
- Purchase: META PLATFORMS INC $100,001 – $250,000
- Purchase: AT&T INC $100,001 – $250,000
- Purchase: VISA INC $100,001 – $250,000
- Purchase: ABBOTT LABORATORIES $100,001 – $250,000
- Purchase: INTUITIVE SURGICAL INC $100,001 – $250,000
- Purchase: RTX CORPORATION $100,001 – $250,000
- Purchase: JOHNSON & JOHNSON $100,001 – $250,000
- Purchase: STRYKER CORP $100,001 – $250,000
- Purchase: ACCENTURE PLC IRELAND $100,001 – $250,000
- Purchase: MEDTRONIC PLC $100,001 – $250,000
- Purchase: HONEYWELL INTL INC $100,001 – $250,000
- Purchase: MCKESSON CORP $100,001 – $250,000
- Purchase: PROCTER & GAMBLE CO $50,001 – $100,000
- Purchase: WASTE MANAGEMENT INC $50,001 – $100,000
- Purchase: MERCK & CO INC $50,001 – $100,000
- Purchase: JOHNSON CONTROLS INTERNATIONAL PLC $50,001 – $100,000
- Purchase: SHERWIN WILLIAMS CO $50,001 – $100,000
- Purchase: BOSTON SCIENTIFIC CORP $50,001 – $100,000
- Purchase: CINTAS CORP $50,001 – $100,000
- Purchase: DOORDASH INC $50,001 – $100,000
- Purchase: CENCORA INC $50,001 – $100,000
- Purchase: EXELON CORPORATION $50,001 – $100,000
- Purchase: AMGEN INC $15,001 – $50,000
- Purchase: BANK OF AMERICA CORP $15,001 – $50,000
- Purchase: GENERAL DYNAMICS CORP $15,001 – $50,000
- Purchase: REPUBLIC SERVICES INC $15,001 – $50,000
- Purchase: CHIPOTLE MEXICAN GRILL INC $15,001 – $50,000
- Purchase: MICROSOFT CORP $15,001 – $50,000
- Purchase: PAYPAL HOLDINGS INC $15,001 – $50,000
- Purchase: PG&E CORP $15,001 – $50,000
- Purchase: UNITED AIRLINES HOLDINGS INC $15,001 – $50,000
- Purchase: ROPER TECHNOLOGIES INC $15,001 – $50,000
- Purchase: KIMBERLY CLARK CORPORATION $15,001 – $50,000
- Purchase: ZOETIS INC $15,001 – $50,000
- Purchase: NRG ENERGY INC $15,001 – $50,000
- Purchase: WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY $15,001 – $50,000
- Purchase: AMERICAN WTR WKS CO INC $15,001 – $50,000
- Purchase: FIRSTENERGY CORP $15,001 – $50,000
- Purchase: SMURFIT WESTROCK PL $15,001 – $50,000
- Purchase: CMS ENERGY CORP $15,001 – $50,000
- Purchase: T MOBILE US INC $15,001 – $50,000
- Purchase: DEERE & CO $15,001 – $50,000
- Purchase: PACKAGING CORP AMER $15,001 – $50,000
- Purchase: ALLIANT ENERGY CORPORATION $15,001 – $50,000
- Purchase: ABBVIE INC A/G $15,001 – $50,000
- Purchase: JPMORGAN CHASE & CO $15,001 – $50,000
- Purchase: CARDINAL HEALTH INC $15,001 – $50,000
- Purchase: MOTOROLA SOLUTIONS INC $1,001 – $15,000
- Purchase: ROYAL CARIBBEAN GROUP $1,001 – $15,000
- Purchase: WILLIAMS COMPANIES INC $1,001 – $15,000
- Sale: AMAZON.COM INC $100,001 – $250,000
- Sale: CROWN CASTLE INC $1,001 – $15,000
- Sale: SLB LIMITED $1,001 – $15,000
- Sale: L3HARRIS TECHNOLOGIES INC $1,001 – $15,000
- Sale: S&P GLOBAL INC $1,001 – $15,000
- Sale: VERTEX PHARMACEUTICALS INC $1,001 – $15,000
- Sale: CHEVRON CORPORATION $1,001 – $15,000
- Sale: CHUBB LTD COM $1,001 – $15,000
- Sale: CONOCOPHILLIPS $1,001 – $15,000
- Sale: O REILLY AUTOMOTIVE INC $1,001 – $15,000
- Sale: CORTEVA INC $1,001 – $15,000
- Sale: EQT CORPORATION $1,001 – $15,000
- Sale: AMERICAN INTERNATIONAL GROUP INC $1,001 – $15,000
- Sale: WABTEC CORP $1,001 – $15,000
- Sale: IDEXX LABORATORIES CORP $1,001 – $15,000
- Sale: EXXON MOBIL CORP $1,001 – $15,000
- Sale: BIOGEN INC $1,001 – $15,000
- Sale: BAKER HUGHES COMPANY $1,001 – $15,000
- Sale: PPL CORPORATION $1,001 – $15,000
- Sale: DEVON ENERGY CORPORATION $1,001 – $15,000
- Sale: NISOURCE INC $1,001 – $15,000
- Sale: OMNICOM GROUP INC $1,001 – $15,000
- Sale: PFIZER INC $1,001 – $15,000
- Sale: COSTCO WHOLESALE CORP $1,001 – $15,000
- Sale: GILEAD SCIENCES INC $1,001 – $15,000
- Sale: SOUTHERN CO $1,001 – $15,000
- Sale: NEWMONT CORPORATION $1,001 – $15,000
- Sale: XCEL ENERGY INC $1,001 – $15,000
- Sale: ZIMMER BIOMET HOLDINGS INC $1,001 – $15,000
- Sale: AKAMAI TECHNOLOGIES INC $1,001 – $15,000
- Sale: ARCH CAPITAL GROUP LTD $1,001 – $15,000
- Sale: WELLTOWER INC $1,001 – $15,000
- Sale: INTL FLAVORS & FRAGRANCES INC $1,001 – $15,000
- Sale: QUEST DIAGNOSTICS INC $1,001 – $15,000
- Sale: ILLINOIS TOOL WORKS INC $15,001 – $50,000
- Sale: PARKER HANNIFIN CORP $15,001 – $50,000
- Sale: WATERS CORP $15,001 – $50,000
- Sale: ELECTRONIC ARTS INC $15,001 – $50,000
- Sale: ALBEMARLE CORPORATION $15,001 – $50,000
- Sale: AVALONBAY COMMUNITIES INC $15,001 – $50,000
- Sale: INGERSOLL RAND INC $15,001 – $50,000
- Sale: XYLEM INC $15,001 – $50,000
- Sale: EVEREST GROUP LTD $15,001 – $50,000
- Sale: HCA HEALTHCARE INC $15,001 – $50,000
- Sale: ATMOS ENERGY CORP $15,001 – $50,000
- Sale: OTIS WORLDWIDE CORPORATION $15,001 – $50,000
- Sale: VERALTO CORPORATION $15,001 – $50,000
- Sale: FISHERV INC $15,001 – $50,000
- Sale: BECTON DICKINSON & CO $15,001 – $50,000
- Sale: TESLA INC $15,001 – $50,000
- Sale: VICI PROPERTIES INC $15,001 – $50,000
- Sale: MARTIN MARIETTA MATERIALS INC $15,001 – $50,000
- Sale: EXPAND ENERGY CORPORATION $15,001 – $50,000
- Sale: COINBASE GLOBAL INC $15,001 – $50,000
- Sale: ARCHER-DANIELS-MIDLAND CO $15,001 – $50,000
- Sale: CBRE GROUP INC $15,001 – $50,000
- Sale: AUTODESK INC $15,001 – $50,000
- Sale: TRADE DESK INC $15,001 – $50,000
- Sale: MSCI INC $15,001 – $50,000
- Sale: PHILIP MORRIS INTERNATIONAL INC $15,001 – $50,000
- Sale: VEEVA SYSTEMS INC $50,001 – $100,000
- Sale: CARVANA CO $50,001 – $100,000
- Sale: BOEING CO $50,001 – $100,000
- Sale: MOODYS CORP $50,001 – $100,000
- Sale: AUTOZONE INC $50,001 – $100,000
- Sale: TRAINE TECHNOLOGIES $50,001 – $100,000
- Sale: AIRBNB INC $50,001 – $100,000
- Sale: HARTFORD INSURANCE GROUP INC $50,001 – $100,000
- Sale: THE TRAVELERS COMPANIES INC $50,001 – $100,000
- Sale: TYSON FOODS INC $50,001 – $100,000
- Sale: CIENA CORPORATION $50,001 – $100,000
- Sale: NETFLIX INC $50,001 – $100,000
- Sale: NORFOLK SOUTHERN CORP $50,001 – $100,000
- Sale: CRH PUBLIC LIMITED COMPANY $50,001 – $100,000
- Sale: COPART INC $50,001 – $100,000
- Sale: INTERCONTINENTAL EXCHANGE INC $50,001 – $100,000
- Sale: ADOBE INC $50,001 – $100,000
- Sale: SYNOPSYS INC $50,001 – $100,000
- Sale: COLGATE PALMOLIVE COMPANY $50,001 – $100,000
- Sale: KROGER CO $100,001 – $250,000
- Sale: INTUIT INC $100,001 – $250,000
- Sale: CONSOLIDATED EDISON INC $100,001 – $250,000
- Sale: CONSTELLATION ENERGY CORPORATION $100,001 – $250,000
- Sale: TEXAS PACIFIC LAND CORPORATION $100,001 – $250,000
- Sale: LOWES COMPANIES INC $100,001 – $250,000
- Sale: BERKSHIRE HATHAWAY INC $100,001 – $250,000
- Sale: NVIDIA CORP $100,001 – $250,000
- Sale: WALMART INC $100,001 – $250,000
- Sale: UBER TECHNOLOGIES INC $100,001 – $250,000
- Sale: VERIZON COMMUNICATIONS $100,001 – $250,000
- Sale: LULUEMON ATHLETICA INC $100,001 – $250,000
- Sale: SALESFORCE INC $100,001 – $250,000
- Sale: CME GROUP INC $100,001 – $250,000
- Sale: PROGRESSIVE CORP $100,001 – $250,000
- Sale: REGENERON PHARMACEUTICALS INC $100,001 – $250,000
- Purchase: ADOBE INC $500,001 – $1,000,000
- Purchase: BERKSHIRE HATHAWAY INC-CL B $1,000,001 – $5,000,000
- Purchase: CINTAS CORP $1,000,001 – $5,000,000
- Purchase: VISA INC-CLASS A SHARES $1,000,001 – $5,000,000
- Purchase: MASTERCARD INCORPORATED $1,000,001 – $5,000,000
- Purchase: REPUBLIC SVCS INC $500,001 – $1,000,000
- Purchase: MOODYS CORP $500,001 – $1,000,000
- Purchase: T-MOBILE US INC USD0.001 $500,001 – $1,000,000
- Purchase: HOME DEPOT INC $500,001 – $1,000,000
- Purchase: BOEING PANY $250,001 – $500,000
- Purchase: TYLER TECHNOLOGIES INC $250,001 – $500,000
- Purchase: PAYCHEX INC $250,001 – $500,000
- Purchase: STRYKER CORP $250,001 – $500,000
- Purchase: PROCTER & GAMBLE PANY $250,001 – $500,000
- Purchase: LENNOX INTL INC $250,001 – $500,000
- Purchase: INTUIT $250,001 – $500,000
- Purchase: FACTSET RESH SYS INC $250,001 – $500,000
- Purchase: FORTINET INC $250,001 – $500,000
- Purchase: CROWDSTRIKE HLDGS INC $100,001 – $250,000
- Purchase: SCHWAB CHARLES CORP PERP SUB 4.0000% $100,001 – $250,000
- Purchase: PALO ALTO NETWORKS INC $100,001 – $250,000
- Purchase: SERVICENOW INC $100,001 – $250,000
- Purchase: CLOROX PANY $100,001 – $250,000
- Purchase: ROYAL CARIBBEAN GROUP $100,001 – $250,000
- Purchase: QUALM INC $100,001 – $250,000
- Purchase: ECOLAB INC $100,001 – $250,000
- Purchase: AXON ENTERPRISE INC $100,001 – $250,000
- Purchase: APPLOVIN CORP $50,001 – $100,000
- Purchase: Salesforce Inc. $50,001 – $100,000
- Purchase: WALT DISNEY PANY $50,001 – $100,000
- Purchase: CHIPOTLE MEXICAN GRILL INC $50,001 – $100,000
- Purchase: Blackstone Inc. $50,001 – $100,000
- Purchase: M & T BK CORP PERP SUB GLBL 3.5000% $15,001 – $50,000
- Purchase: GENERAL MTRS FINL CO INC PER 6.5000% $15,001 – $50,000
- Purchase: BROADRIDGE FINL SOLUTIONS INC $15,001 – $50,000
- Purchase: US BANCORP TIER I PERP GLBL 3.7000% $15,001 – $50,000
- Purchase: MORGAN STANLEY PERP JR GLBL 5.8750% $15,001 – $50,000
- Purchase: BANK OF AMERICA CORPORATION $15,001 – $50,000
- Purchase: WELLS FARGO & CO $15,001 – $50,000
- Purchase: QNITY ELECTRONICS INC MON SK $15,001 – $50,000
- Purchase: VERTIV HOLDINGS CO $1,001 – $15,000
- Purchase: Crh Plc $1,001 – $15,000
- Purchase: AMCOR PLC $1,001 – $15,000
- Purchase: INTERNATIONAL PAPER $1,001 – $15,000
- Sale: AT & T INC $500,001 – $1,000,000
- Sale: LULULEMON ATHLETICA INC $1,001 – $15,000
- Sale: FIDELITY NATL INFORMATION SVCS INC $15,001 – $50,000
- Sale: TRIMBLE NAV LTD $15,001 – $50,000
- Sale: BUNGE GLOBAL SA SHS $15,001 – $50,000
- Sale: MOLSON COORS BEVERAGE PANY $50,001 – $100,000
- Sale: GARTNER GROUP INC $50,001 – $100,000
- Sale: HENRY JACK & ASSOC INC $50,001 – $100,000
- Sale: GLOBAL PMTS INC $50,001 – $100,000
- Sale: KKR & CO INC $50,001 – $100,000
- Sale: CONSTELLATION ENERGY CORP $50,001 – $100,000
- Sale: SBA COMMUNICATION CORP $100,001 – $250,000
- Sale: VICI Properties Inc. $100,001 – $250,000
- Sale: EQT CORP $100,001 – $250,000
- Sale: COSTAR GROUP INC $100,001 – $250,000
- Sale: COINBASE GLOBAL INC $100,001 – $250,000
- Sale: Paypal Hldgs Inc $100,001 – $250,000
- Sale: BOOKING HLDGS INC $100,001 – $250,000
- Sale: JPMORGAN CHASE & CO ALT TIER 3.6500% $100,001 – $250,000
- Sale: THE HERSHEY COMPANY $250,001 – $500,000
- Sale: THERMO FISHER CORP $250,001 – $500,000
- Sale: SCHWAB CHARLES CORP PERP SUB 4.0000% $250,001 – $500,000
- Sale: BROWN & BROWN INC $250,001 – $500,000
- Sale: EQUIFAX INC $250,001 – $500,000
- Sale: AUTOZONE INC $250,001 – $500,000
- Sale: ABBOTT LABS INC $250,001 – $500,000
- Sale: NETFLUX INC $500,001 – $1,000,000
- Sale: MARSH $500,001 – $1,000,000
- Sale: O REILLY AUTOMOTIVE INC $500,001 – $1,000,000
- Sale: FISHERV INC $500,001 – $1,000,000
- Sale: S&P GLOBAL INC $500,001 – $1,000,000
- Sale: MCDONALDS CORP $500,001 – $1,000,000
- Sale: CME GROUP INC $500,001 – $1,000,000
- Sale: ROPER TECHNOLOGIES, INC $500,001 – $1,000,000
- Sale: PALANTIR TECHNOLOGIES INC $500,001 – $1,000,000
- Sale: MOTOROLA SOLUTIONS INC $1,000,001 – $5,000,000
- Sale: Meta Platforms, Inc $1,000,001 – $5,000,000
- Purchase: CARROLL CNTY KY POLITN CTL REV RFDG KY UTILS CO 2016 A B/E 1.55 % Due Sep 1, 2042 $1,000,001 – $5,000,000
- Purchase: BRACKEN CNTY KY PUB PPTYS CORP 1ST MTG REV RFDG COURT FACS B/E B/Q 3.00 % Due Aug 1, 2027 $500,001 – $1,000,000
- Purchase: PENNSYLVANIA ST AGM B/E 4.00 % Due Mar 1, 2034 $500,001 – $1,000,000
- Purchase: JOHNSON CNTY KS PUB BLDG COMM LSE PURCH REV CRTHSE MED EXAMINER B/E 5.00 % Due Sep 1, 2026 $500,001 – $1,000,000
- Purchase: LOUISIANA HSG CORP MILTIFAM HSG REV LOOP COMS PJ SER B B/E 3.75 % Due Feb 1, 2028 $500,001 – $1,000,000
- Purchase: TEXAS TRANSN COMMN HWY IMPT RFDG B/E 5.00 % Due Apr 1, 2036 $500,001 – $1,000,000
- Purchase: FORT WORTH TX WTR & SWR REV SYS RFDG IMPT 2021 B/E 3.00 % Due Feb 15, 2035 $500,001 – $1,000,000
- Purchase: TEXAS MUN GAS ACQ & SPLY CORP I GAS REV SR LIEN SER D B/E OID @95.780 6.25 % Due Dec 15, 2026 $500,001 – $1,000,000
- Purchase: MARSHALITOWN IA CMNTY SCH DIST 2026 AGI SER B B/E 4.00 % Due Jun 1, 2027 $500,001 – $1,000,000
- Purchase: GLASGOW KY INDPT SCH DIST FIN CORP BLDG REV RFDG B/E B/Q ST INTRCPT 3.00 % Due Apr 1, 2027 $500,001 – $1,000,000
- Purchase: OHIO HSG FIN AGY MILTIFAM HSG REV CEDAR REDEV PHASE IV LLC B/E 3.60 % Due Jun 1, 2045 $250,001 – $500,000
- Purchase: WISCONSIN ST HLTH & EFA REV MARSHFIELD CLINIC HLTH SYS INC A AGM B/E 5.00 % Due Feb 15, 2027 $250,001 – $500,000
- Purchase: CHELAN CNTY WA PUD 1 REV ROCK IS HYDRO EEC SYS A RFDG NPFG B/E [email protected] 0.00 % Due Jun 1, 2027 $250,001 – $500,000
- Purchase: WEST VIRGINIA ST HSG EV MILTIFAM HSG REV BECKLEY PRESVTN LLC B/E PTC 5.00 % Due Aug 1, 2027 $250,001 – $500,000
- Purchase: COLORADO HLTH FACS AUTH REV RFDG EVANGELICAL LUTHERAN PJ B/E PTC 5.00 % Due Jun 1, 2042 $250,001 – $500,000
- Purchase: ARIZONA ST INDL DEV AUTH MILTIFAM HSG REV RANCHES AT GUNSMOKE APT B/E PTC 5.00 % Due Mar 1, 2058 $250,001 – $500,000
- Purchase: HARRIS CNTY TX MUD 165 2023 BAM B/E CR ENH 4.00 % Due Mar 1, 2027 $250,001 – $500,000
- Purchase: HARRISONBURG VA REDEV & HSG AUTH MILTIFAM HSG REV WESLEY APTS B/E 4.00 % Due Dec 1, 2028 $250,001 – $500,000
- Purchase: HOME DEPOT INC $250,001 – $500,000
- Purchase: BARTON CNTY MO SCH DIST R II 2026 B/E B/Q MDDP 5.00 % Due Mar 1, 2027 $250,001 – $500,000
- Purchase: TEXAS HM COLLABORATIVE MLTIFAM HSG REV 1518 APTS LTD B/E 5.00 % Due Oct 1, 2041 $250,001 – $500,000
- Purchase: WARRINGTON TWP PA B/E B/Q PTC 2.00 % Due Dec 1, 2026 $100,001 – $250,000
- Purchase: KENTUCKY ASSN CNTYS FIN CORP FING PG 1ST SER C REV B/E 5.00 % Due Feb 1, 2027 $100,001 – $250,000
- Purchase: RURAL WTR FING AGY KY PUB PJ REV CONSTR NT SER A B/E 3.70 % Due May 1, 2027 $100,001 – $250,000
- Purchase: NVIDIA CORP $100,001 – $250,000
- Purchase: META PLATFORMS INC CLA $100,001 – $250,000
- Purchase: NORTH JUDson SAN PIERRE IN MILTI SCH BLDG CORP AD VALOREM 1ST MTG REV B/E 4.00 % Due Jan 15, 2027 $100,001 – $250,000
- Purchase: PULASKI CNTY AR HOSP RFDG AR CHLDRNS HOSP REV B/E PTC 5.00 % Due Mar 1, 2031 $100,001 – $250,000
- Purchase: JEFFERSON CNTY WA FIRE PROTN DIST 1 EAST RSCUE RFDG 2019 B/E B/Q 1.35 % Due Dec 1, 2026 $100,001 – $250,000
- Purchase: MISSISSIPPI DEV BK SPL OBLIG MS GULF COAST CMNTY CLG REV B/E 5.00 % Due Dec 1, 2026 $100,001 – $250,000
- Purchase: LEHIGH CNTY PA IDA POLLTN CTL REV RFDG PPL EEC UTIL CORP SER B B B/E 2.625 % Due Feb 15, 2027 $100,001 – $250,000
- Purchase: RURAL WTR FING AGY KY PUB PJ REV CONSTR NT 2024B B/E 3.05 % Due May 1, 2027 $100,001 – $250,000
- Purchase: CEDAR HILL TX INDPT SCH DIST BLDG 2024 B/E PSF GTD 5.00 % Due Feb 15, 2027 $100,001 – $250,000
- Purchase: ST ANTHONY NEW BRIGHTON ISD 282 MN CTF PARTN A REV B/E 4.00 % Due Feb 1, 2027 $100,001 – $250,000
- Purchase: ANKENY IA SER A B/E 5.00 % Due Jun 1, 2027 $100,001 – $250,000
- Purchase: SPIRIT LAKE IA CAP LN NOTE B/E B/Q 5.00 % Due Jun 1, 2027 $100,001 – $250,000
- Purchase: MORRISTOWN TN RFDG B/E 5.00 % Due Sep 1, 2026 $100,001 – $250,000
- Purchase: TESLA INC $100,001 – $250,000
- Purchase: INTL BUSINESS MACHINES CORP $100,001 – $250,000
- Purchase: NEW HAMPSHIRE MUN BD BK 2019 B REV B/E 5.00 % Due Aug 15, 2026 $100,001 – $250,000
- Purchase: UNIVERSITY AR UNIV REV VARIOUS FAC FAYETTEVILLE CAMPUS B/E 5.00 % Due Nov 1, 2026 $100,001 – $250,000
- Purchase: FINNEY CNTY KS UNI SCH DIST 457 RFDG GARDEN CITY SER A B/E 4.00 % Due Sep 1, 2030 $100,001 – $250,000
- Purchase: OVERLAND PK KS INTERNAL IMPT 2024A B/E 5.00 % Due Sep 1, 2026 $100,001 – $250,000
- Purchase: MONTGOMERY CNTY MD CONS PUB IMPT RFDG SER C B/E 4.00 % Due Oct 1, 2030 $100,001 – $250,000
- Purchase: CHARLOTTE MECKLENBERG HOSPH AUTH NC HLTHCARE REV ATRIUM HLTH D B/E 3.625 % Due Jan 15, 2048 $100,001 – $250,000
- Purchase: SOUTHEAST OVERTOWN PK WEST CMNTY REDEV AGY FL TAX INCRMT REV B AGI B/E 5.00 % Due Mar 1, 2027 $100,001 – $250,000
- Purchase: O FALLON MO SPL OBLIG 2025 A REV B/E 5.00 % Due Nov 1, 2026 $100,001 – $250,000
- Purchase: STARKVILLE OKTIBBEHA MS CONS SCH DIST B/E BAM 3.00 % Due Mar 1, 2027 $100,001 – $250,000
- Purchase: LOUISVILLE & JEFFERSON CNTY KY METRO GOVT SER A B/E 5.00 % Due Dec 1, 2026 $100,001 – $250,000
- Purchase: QUALCOMM INC $100,001 – $250,000
- Purchase: PITTSBURGH & ALLEGHENY CNTY PA SPORTS & EXHIB AUTH REV AGM B/E 5.00 % Due Feb 1, 2027 $100,001 – $250,000
- Purchase: HAYS TX CONS INDPT SCH DIST RFDG B/E PSF GTD 5.00 % Due Aug 15, 2026 $100,001 – $250,000
- Purchase: MISSOURI ST BRD PUB BLDGS SPL OBLIG RFDG SER B REV B/E 5.00 % Due Oct 1, 2026 $100,001 – $250,000
- Purchase: GEISINGER AUTH PA HITH SYS REV SER A2 B/E 5.00 % Due Feb 15, 2027 $100,001 – $250,000
- Purchase: SOUTH CAROUNA ST HSG FIN & DEV AUTH REV MFHR POPLAR SQUARE B/E PTC 5.00 % Due Apr 1, 2028 $100,001 – $250,000
- Purchase: MILWAUKEE WI SWR REV SYS SER S2 GREEN BD B/E SBJ ST TAX 5.00 % Due Jun 1, 2027 $100,001 – $250,000
- Purchase: NORWALK IA CORP PURP SER A B/E B/Q 5.00 % Due Jun 1, 2027 $100,001 – $250,000
- Purchase: CONNECTICUT ST SER D B/E 5.00 % Due Aug 15, 2027 $100,001 – $250,000
- Purchase: KENDALL CNTY IL FST PRESV DIST RFDG BAM B/E B/Q 4.00 % Due Jan 1, 2027 $100,001 – $250,000
- Purchase: FORT WORTH TX RFDG & IMPT GENL PURP SER A B/E PTC 5.00 % Due Mar 1, 2027 $100,001 – $250,000
- Purchase: ARIZONA ST INDL DEV AUTH MILIFAM HSG REV RANCHES AT GUNSMOKE APT B/E PTC 5.00 % Due Mar 1, 2058 $100,001 – $250,000
- Purchase: DAHLONEGA GA WTR & SEW REV RFDG AGM B/E OID @98.849 3.71% 3.625 % Due Sep 1, 2034 $100,001 – $250,000
- Purchase: BROOKE CNTY WV BRD ED PUB SCHS B/E ST AID PG 3.00 % Due Jun 1, 2027 $100,001 – $250,000
- Purchase: CHEVRON CORP $50,001 – $100,000
- Purchase: ACCENTURE PLC IRELAND CLA $50,001 – $100,000
- Purchase: JOHNSON & MIAMI CNTYS KS UNI SCH DIST 230 CROSSOVER RFDG B/E 5.00 % Due Sep 1, 2026 $50,001 – $100,000
- Purchase: NEW YORK NY CITY TRANSL FIN AUTH REV FUTURE TAX SECD SER A SUB A1 B/E 5.00 % Due Nov 1, 2026 $50,001 – $100,000
- Purchase: WEST FARGO ND PK DIST SPL ASSMT PREPAYMENT 2020 A B/E B/Q 3.00 % Due Mar 1, 2027 $50,001 – $100,000
- Purchase: CLEVELAND CNTY OK EDL FACS AUTH LSE REV MOORE PUB SCHS PJ B/E 4.00 % Due Jun 1, 2027 $50,001 – $100,000
- Purchase: PENN HILLS PA B/E 5.00 % Due Dec 1, 2026 $50,001 – $100,000
- Purchase: PEPSICO INC $50,001 – $100,000
- Purchase: MIAMI BEACH FL REDEV AGY TAX INCRMT REV RFDG CITY CTR HIST CONVNTN AGI B/E 5.00 % Due Feb 1, 2027 $50,001 – $100,000
- Purchase: BLACK BELT ENERGY GAS DIST AL GAS SPLY REV SUB SER D1 B/E GTD 4.00 % Due Jul 1, 2052 $50,001 – $100,000
- Purchase: METLIFE INC $50,001 – $100,000
- Purchase: COCA-COLA COMPANY $50,001 – $100,000
- Purchase: OREGON ST HIGH ED SER L B/E 5.00 % Due Aug 1, 2026 $50,001 – $100,000
- Purchase: MEDTRONIC PLC $50,001 – $100,000
- Purchase: PAYCHEX INC $50,001 – $100,000
- Purchase: ARLINGTON TX WTR & WSTEWTR SYS REV SER A B/E OID @98.996 3.101% 3.00 % Due Jun 1, 2027 $50,001 – $100,000
- Purchase: MERCK & COMPANY INC $50,001 – $100,000
- Purchase: BLACKROCK FDG INC $50,001 – $100,000
- Purchase: PROCTER & GAMBLE CO $50,001 – $100,000
- Purchase: INTL BUSINESS MACHINES CORP $50,001 – $100,000
- Purchase: ABBVIE INC $50,001 – $100,000
- Purchase: STATE PUB SCH BLDG AUTH PA CLLG REV NORTHHAMPTON CNTY AREA CMNTY BAM B/E 5.00 % Due Mar 1, 2027 $50,001 – $100,000
- Purchase: KANSAS ST DEV FIN AUTH REV RFDG ST KS PJ R B/E 5.00 % Due Nov 1, 2026 $50,001 – $100,000
- Purchase: BLACK BELT ENERGY GAS DIST AL GAS REV PJ 6 SER B B/E 4.00 % Due Oct 1, 2052 $50,001 – $100,000
- Purchase: PROLOGIS INC $50,001 – $100,000
- Purchase: DOUGLAS CNTY NE SCH DIST 1 OMAHA PUB B/E 5.00 % Due Dec 15, 2026 $50,001 – $100,000
- Purchase: WILLIAMSON CNTY TX RD B/E 5.00 % Due Feb 15, 2027 $50,001 – $100,000
- Purchase: WOODLANDS TWP TX SALES & HOTEL OCCUP TAX RFDG REV B/E 5.00 % Due Mar 1, 2027 $50,001 – $100,000
- Purchase: MARYLAND ST DEPT TRANSN CONS TRANSN RFDG 2025 C REV B/E 5.00 % Due Nov 1, 2026 $50,001 – $100,000
- Purchase: JOHNSON CITY TN HILTH & EDL FACS BRD MILTIFAM REV COLLTZD HSG TAPESTRY B/E 3.60 % Due Dec 1, 2027 $50,001 – $100,000
- Purchase: SOUTHFIELD MI LIBR BLDG AUTH REV RFDG B/E OID @97.400 3.26% 3.00 % Due May 1, 2027 $50,001 – $100,000
- Purchase: QUALCOMM INC $15,001 – $50,000
- Purchase: BROADCOM INC $15,001 – $50,000
- Purchase: OLDHAM CNTY KY SCH DIST FIN CORP SCH BLDG REV RFDG B/E ST INTRCPT 5.00 % Due Jun 1, 2027 $15,001 – $50,000
- Purchase: NEW HOPE CULTURAL ED FACS FIN CORP STDNT HSG REV TX A&M UNIV B/E 5.00 % Due Apr 1, 2031 $15,001 – $50,000
- Purchase: GAINESVILLE FL UTIL SYS REV SER A B/E ETM 5.00 % Due Oct 1, 2026 $15,001 – $50,000
- Purchase: ALPHABET INC CL C $15,001 – $50,000
- Purchase: MEDTRONIC PLC $15,001 – $50,000
- Purchase: JPMORGAN CHASE & CO $15,001 – $50,000
- Purchase: QUALCOMM INC $15,001 – $50,000
- Purchase: APPLE INC $15,001 – $50,000
- Purchase: MEMPHIS TN GENL IMPT B/E 3.45 % Due Jun 1, 2035 $15,001 – $50,000
- Purchase: META PLATFORMS INC CL A $15,001 – $50,000
- Purchase: VERIZON COMMUNICATIONS INC $15,001 – $50,000
- Purchase: BLACKSTONE INC $15,001 – $50,000
- Purchase: DOW INC $15,001 – $50,000
- Purchase: FORD MOTOR CO $15,001 – $50,000
- Purchase: ARES MANAGEMENT CORP CLA A $15,001 – $50,000
- Purchase: BOOKING HOLDINGS INC $15,001 – $50,000
- Purchase: MICROSOFT CORP $15,001 – $50,000
- Purchase: BLACKSTONE INC $15,001 – $50,000
- Purchase: INTUIT INC $15,001 – $50,000
- Purchase: APPLE INC $15,001 – $50,000
- Purchase: ADOBE INC $15,001 – $50,000
- Purchase: BLUE OWL CAPITAL INC CL A $15,001 – $50,000
- Purchase: PFIZER INC $15,001 – $50,000
- Purchase: WILLIAMS COS INC DEL $15,001 – $50,000
- Purchase: HOME DEPOT INC $15,001 – $50,000
- Purchase: TAKE-TWO INTERACTIVE SOFTWARE INC $15,001 – $50,000
- Purchase: AMAZON.COM INC $15,001 – $50,000
- Purchase: TESLA INC $15,001 – $50,000
- Purchase: IDEXX LABORATORIES INC $15,001 – $50,000
- Purchase: BROADCOM INC $1,001 – $15,000
- Purchase: PEPSICO INC $1,001 – $15,000
- Purchase: FIDELITY NATIONAL INFORMATION SERVICES INC $1,001 – $15,000
- Purchase: ALPHABET INC CL A $1,001 – $15,000
- Purchase: NXP SEMICONDUCTORS N V $1,001 – $15,000
- Purchase: SYNOPSYS INC $1,001 – $15,000
- Purchase: TRACTOR SUPPLY CO $1,001 – $15,000
- Purchase: WORKDAY INC CL A $1,001 – $15,000
- Purchase: BECTON DICKINSON & CO $1,001 – $15,000
- Purchase: NVIDIA CORP $1,001 – $15,000
- Purchase: REVOLUTION MEDICINES INC $1,001 – $15,000
- Purchase: WALMART INC $1,001 – $15,000
- Purchase: PTC INC $1,001 – $15,000
- Purchase: CADENCE DESIGN SYSTEMS INC $1,001 – $15,000
- Purchase: DOORDASH INC CL A $1,001 – $15,000
- Purchase: FIDELITY NATIONAL INFORMATION SERVICES INC $1,001 – $15,000
- Purchase: WARNER BROS DISCOVERY INC SER A $1,001 – $15,000
- Purchase: UNITED THERAPEUTICS CORP $1,001 – $15,000
- Purchase: VERTEX PHARMACEUTICALS INC $1,001 – $15,000
- Purchase: TEXAS INSTRUMENTS INC $1,001 – $15,000
- Purchase: BEST BUY COMPANY INC $1,001 – $15,000
- Purchase: COREWEAVE INC CL A $1,001 – $15,000
- Purchase: GILEAD SCIENCES INC $1,001 – $15,000
- Purchase: LOCKHEED MARTIN CORP $1,001 – $15,000
- Purchase: JOHNSON & JOHNSON $1,001 – $15,000
- Purchase: MCDONALDS CORP $1,001 – $15,000
- Purchase: ULTA BEAUTY INC $1,001 – $15,000
- Purchase: CEREBRAS SYSTEMS INC CL A $1,001 – $15,000
- Purchase: TPG INC CL A $1,001 – $15,000
- Purchase: COSTCO WHOLESALE CORP $1,001 – $15,000
- Purchase: NATERA INC $1,001 – $15,000
- Purchase: COPART INC $1,001 – $15,000
- Purchase: ENTEGRIS INC $1,001 – $15,000
- Purchase: SEMTECH CORP $1,001 – $15,000
- Purchase: SANMINA CORP $1,001 – $15,000
- Purchase: VIAVI SOLUTIONS INC $1,001 – $15,000
- Purchase: FORMFACTOR INC $1,001 – $15,000
- Purchase: MICROSOFT CORP $1,001 – $15,000
- Purchase: ELEMENT SOLUTIONS INC $1,001 – $15,000
- Purchase: MOLINA HEALTHCARE INC $1,001 – $15,000
- Purchase: ARGAN INC $1,001 – $15,000
- Purchase: STONEX GROUP INC $1,001 – $15,000
- Purchase: ESCO TECHNOLOGIES INC $1,001 – $15,000
- Purchase: KRYSTAL BIOTECH INC $1,001 – $15,000
- Purchase: BRIGHTSPRING HEALTH SERVICES INC $1,001 – $15,000
- Purchase: VIASAT INC $1,001 – $15,000
- Purchase: EASTMAN CHEMICAL CO $1,001 – $15,000
- Purchase: QORVO INC $1,001 – $15,000
- Purchase: POWELL INDUSTRIES INC $1,001 – $15,000
- Purchase: MATCH GROUP INC $1,001 – $15,000
- Purchase: PLEXUS CORP $1,001 – $15,000
- Purchase: MADISON SQUARE GARDEN SPORTS CORP $1,001 – $15,000
- Purchase: LUMEN TECHNOLOGIES INC LA $1,001 – $15,000
- Purchase: JACKSON FINANCIAL INC CL A $1,001 – $15,000
- Purchase: RYMAN HOSPITALITY PPTYS INC $1,001 – $15,000
- Purchase: RALLIANT CORP $1,001 – $15,000
- Purchase: VISHAY INTERTECHNOLOGY INC $1,001 – $15,000
- Purchase: EVERUS CONSTRUCTION GROUP INC $1,001 – $15,000
- Purchase: CORCEPT THERAPEUTICS INC $1,001 – $15,000
- Purchase: ENPRO INC $1,001 – $15,000
- Purchase: CARMAX INC $1,001 – $15,000
- Purchase: DEXCOM INC $1,001 – $15,000
- Purchase: ZURN ELKAY WATER SOLUTIONS CORP $1,001 – $15,000
- Purchase: GLAUKOS CORP $1,001 – $15,000
- Purchase: TERRENO REALTY CORP $1,001 – $15,000
- Purchase: ETSY INC $1,001 – $15,000
- Purchase: ALKERMES PLC $1,001 – $15,000
- Sale: SKYWORKS SOLUTIONS INC $1,001 – $15,000
- Sale: FOX CORP CL A $1,001 – $15,000
- Sale: VERISIGN INC $1,001 – $15,000
- Sale: CHARTER COMMUNICATIONS INC NEW CL A $1,001 – $15,000
- Sale: FOX CORP CL B $1,001 – $15,000
- Sale: DIAMONDBACK ENERGY INC $1,001 – $15,000
- Sale: DOW INC $1,001 – $15,000
- Sale: CONSTELLATION BRANDS INC CL A $1,001 – $15,000
- Sale: DEVON ENERGY CORP $1,001 – $15,000
- Sale: VALERO ENERGY CORP $1,001 – $15,000
- Sale: MC CORMICK & CO INC NON VOTING $1,001 – $15,000
- Sale: EXXON MOBIL CORP $1,001 – $15,000
- Sale: AST SPACEMOBILE INC CL A $1,001 – $15,000
- Sale: AIRBNB INC CL A $1,001 – $15,000
- Sale: ENERGY CORP $1,001 – $15,000
- Sale: VERIZON COMMUNICATIONS INC $1,001 – $15,000
- Sale: APPLOVIN CORP CL A $1,001 – $15,000
- Sale: COMCAST CORP CL A $1,001 – $15,000
- Sale: REGENERON PHARMACEUTICALS INC $1,001 – $15,000
- Sale: O REILLY AUTOMOTIVE INC $1,001 – $15,000
- Sale: INSMED INC PAR $.01 $1,001 – $15,000
- Sale: LOCKHEED MARTIN CORP $15,001 – $50,000
- Sale: ALNYLAM PHARMACEUTICALS INC $15,001 – $50,000
- Sale: NETFLIX INC $15,001 – $50,000
- Sale: LYONDELLBASELL INDUSTRIES N V ORD SHS CLA $15,001 – $50,000
- Sale: GENERAL MILLS INC $15,001 – $50,000
- Sale: CONOCOPHILLIPS $15,001 – $50,000
- Sale: AMCOR PLC $15,001 – $50,000
- Sale: PALANTIR TECHNOLOGIES INC CLA $15,001 – $50,000
- Sale: ZSCALER INC $15,001 – $50,000
- Sale: CATERPILLAR INC $15,001 – $50,000
- Sale: INTUITIVE SURGICAL INC $15,001 – $50,000
- Sale: ROPER TECHNOLOGIES INC $15,001 – $50,000
- Sale: GE HEALTHCARE TECHNOLOGIES INC $15,001 – $50,000
- Sale: JOHNSON & JOHNSON $15,001 – $50,000
- Sale: STELLANTIS N V $15,001 – $50,000
- Sale: COGNIZANT TECHNOLOGY SOLUTIONS CORP CLA $15,001 – $50,000
- Sale: CORNING INC $15,001 – $50,000
- Sale: STATE STREET SPDR S&P DIVIDEND ETF $100,001 – $250,000
- Purchase: MICROSOPT CORP $15,001 – $50,000
- Purchase: VERIZON COMMUNICATIONS I $1,001 – $15,000
- Purchase: HOME DEPOT INC $1,001 – $15,000
- Purchase: SALESFORCE INC $1,001 – $15,000
- Purchase: ACCENTURE PLC IRELAND F CLASS A $1,001 – $15,000
- Purchase: NETFLIX INC $1,001 – $15,000
- Purchase: MARSH & MCLENNAN COS INC $1,001 – $15,000
- Purchase: FIDELITY NAT. INFORMATIO $1,001 – $15,000
- Purchase: INTUITIVE SURGICAL INC $1,001 – $15,000
- Purchase: STRYKER CORP $1,001 – $15,000
- Purchase: HENRY JACK & ASSOC INC $1,001 – $15,000
- Purchase: SHERWIN-WILLIAMS CO $1,001 – $15,000
- Purchase: PALANTIR TECHNOLOGIES IN CLASS A $1,001 – $15,000
- Purchase: DANAHER CORP $1,001 – $15,000
- Purchase: BERKSHIRE HATHAWAY CLASS B $1,001 – $15,000
- Purchase: ZOETIS INC CLASS A $1,001 – $15,000
- Purchase: BOOKING HLDGS INC $1,001 – $15,000
- Purchase: MCDONALDS CORP $1,001 – $15,000
- Purchase: ALPHABET INC CLASS A $1,001 – $15,000
- Purchase: EXXON MOBIL CORP $1,001 – $15,000
- Purchase: ROLLINS INC $1,001 – $15,000
- Purchase: EQUIFAX INC $1,001 – $15,000
- Purchase: NIKE INC CLASS B $1,001 – $15,000
- Purchase: TYLER TECHNOLOGIES INC $1,001 – $15,000
- Purchase: GLOBAL PMTS INC $1,001 – $15,000
- Purchase: RESMED INC $1,001 – $15,000
- Purchase: CONSTELLATION ENERGY COR $1,001 – $15,000
- Purchase: CHEVRON CORP NEW $1,001 – $15,000
- Purchase: AMAZON.COM INC $1,001 – $15,000
- Purchase: ALBERTSONS CO SHS CLA CLASS A $1,001 – $15,000
- Purchase: SLB LIMITED F $1,001 – $15,000
- Purchase: NTNL FUEL GAS CO $1,001 – $15,000
- Purchase: AMGEN INC $1,001 – $15,000
- Purchase: BOOZ ALLEN HAMILTON HLDG CLASS CLASS A $1,001 – $15,000
- Purchase: GILEAD SCIENCES INC $1,001 – $15,000
- Purchase: LOWES COS INC $1,001 – $15,000
- Purchase: FOX CORP CLASS CLASS B $1,001 – $15,000
- Purchase: PROCTER & GAMBLE CO $1,001 – $15,000
- Purchase: CBOE GLOBAL MKTS INC $1,001 – $15,000
- Purchase: INSULET CORP $1,001 – $15,000
- Purchase: MERCK & CO. INC. $1,001 – $15,000
- Purchase: ROCKET COMPANIES CLA A CLASS A $1,001 – $15,000
- Purchase: GE HEALTHCARE TECHNOLOGI $1,001 – $15,000
- Purchase: CHARTER COMMUNICATIONS I CLASS A $1,001 – $15,000
- Purchase: NASDAQ INC $1,001 – $15,000
- Purchase: BJS WHSL CLUB HLDGS INC $1,001 – $15,000
- Purchase: PHILIP MORRIS INTL INC $1,001 – $15,000
- Purchase: FLUTTER ENTMT PLC F $1,001 – $15,000
- Purchase: ZSCALER INC $1,001 – $15,000
- Purchase: ATLASSIAN CORP CLASS CLASS A $1,001 – $15,000
- Purchase: AMPHENOL CORP NEW CLASS A $1,001 – $15,000
- Purchase: LOCKHEED MARTIN CORP $1,001 – $15,000
- Purchase: ABBVIE INC $1,001 – $15,000
- Purchase: HCA HEALTHCARE INC $1,001 – $15,000
- Purchase: FAIR ISAAC CORP $1,001 – $15,000
- Sale: UNIVERSAL HEALTH SVCS IN CLASS CLASS B $1,001 – $15,000
- Sale: TRIMBLE INC $1,001 – $15,000
- Sale: EXLSERVICE HLDGS INC $1,001 – $15,000
- Sale: TELEDYNE TECHNOLOGIES IN $1,001 – $15,000
- Sale: CNH INDL N V F $1,001 – $15,000
- Sale: AMERICAN TOWER CORP NEW REIT $1,001 – $15,000
- Sale: REPUBLIC SVCS INC $1,001 – $15,000
- Sale: VEEVA SYS INC CLASS A $1,001 – $15,000
- Sale: GRACO INC $1,001 – $15,000
- Sale: IQVIA HLDGS INC $1,001 – $15,000
- Sale: ROBLOX CORP CLASS A $1,001 – $15,000
- Sale: DIAMONDBACK ENERGY INC $1,001 – $15,000
- Sale: API GROUP CORP $1,001 – $15,000
- Sale: PENUMBRA INC $1,001 – $15,000
- Sale: TRADEWEB MKTS INC CLASS CLASS A $1,001 – $15,000
- Sale: GEN DIGITAL INC $1,001 – $15,000
- Sale: JOHNSON & JOHNSON $1,001 – $15,000
- Sale: KIMBERLY CLARK CORP $1,001 – $15,000
- Sale: COINBASE GLOBAL INC CLASS A $1,001 – $15,000
- Sale: FASTENAL CO $1,001 – $15,000
- Sale: TRANSUNION $1,001 – $15,000
- Sale: TRACTOR SUPPLY CO $1,001 – $15,000
- Sale: GARTNER INC $1,001 – $15,000
- Sale: ALBEMARLE CORP $1,001 – $15,000
- Sale: MEDTRONIC PLC F $1,001 – $15,000
- Sale: PROCORE TECHNOLOGIES INC $1,001 – $15,000
- Sale: LYONDELLBASELL INDUSTR F CLASS A $1,001 – $15,000
- Sale: THE TRADE DESK INC CLASS A $1,001 – $15,000
- Sale: ZIMMER BIOMET HLDGS INC $1,001 – $15,000
- Sale: GODADDY INC CLASS CLASS A $1,001 – $15,000
- Sale: SEMPRA $1,001 – $15,000
- Sale: PEPSICO INC $1,001 – $15,000
- Sale: HARTFORD INS GROUP INC $1,001 – $15,000
- Sale: BLACKROCK INC NEW $1,001 – $15,000
- Sale: AMDOCS LTD F $1,001 – $15,000
- Sale: MOODY CORP $1,001 – $15,000
- Sale: VICI PPTYS INC REIT $1,001 – $15,000
- Sale: MOTOROLA SOLUTIONS INC $1,001 – $15,000
- Sale: LIBERTY MEDIA CORP DEL CLASS SERIES C $1,001 – $15,000
- Sale: GENERAL DYNAMICS CORP $1,001 – $15,000
- Sale: EQT CORP $1,001 – $15,000
- Sale: AON PLC F CLASS CLASS A $1,001 – $15,000
- Sale: EDG RES INC $1,001 – $15,000
- Sale: COSTAR GROUP INC $1,001 – $15,000
- Sale: STRATEGY INC CLASS A $1,001 – $15,000
- Sale: CONOCOPHILLIPS $1,001 – $15,000
- Sale: ROYAL GOLD INC $1,001 – $15,000
- Sale: T-MOBILE US INC $1,001 – $15,000
- Sale: SS&C TECHNOLOGIES HLDGS $1,001 – $15,000
- Sale: META PLATFORMS INC CLASS A $1,001 – $15,000
- Sale: VERALTO CORP $1,001 – $15,000
- Sale: VISA INC CLASS A $1,001 – $15,000
- Sale: OTIS WORLDWIDE CORP $1,001 – $15,000
- Sale: GUIDEWIRE SOFTWARE INC $1,001 – $15,000
- Sale: CME GROUP INC CLASS A $1,001 – $15,000
- Sale: AUTODESK INC $1,001 – $15,000
- Sale: CARLYLE GROUP INC $1,001 – $15,000
- Sale: PAYPAL HLDGS INC $1,001 – $15,000
- Sale: COPART INC $1,001 – $15,000
- Sale: IDEXX LABS INC $1,001 – $15,000
- Sale: TYSON FOODS INC CLASS A $1,001 – $15,000
- Sale: PERMIAN RES CORP CLASS CLASS A $1,001 – $15,000
- Sale: PTC INC $1,001 – $15,000
- Sale: CINTAS CORP $1,001 – $15,000
- Sale: DOMINOS PIZZA INC $1,001 – $15,000
- Sale: TIX COS INC NEW $1,001 – $15,000
- Sale: CHUBB LTD F $1,001 – $15,000
- Sale: COGNIZANT TECHNOLOGY SOL CLASS A $1,001 – $15,000
- Sale: INTUIT $1,001 – $15,000
- Sale: CROWN CASTLE INC REIT REIT $1,001 – $15,000
- Sale: COSTCO WHSL CORP NEW $1,001 – $15,000
- Sale: STERIS PLC F $1,001 – $15,000
- Sale: BRISTOL MYERS SQUIBB CO $1,001 – $15,000
- Sale: WALMART INC $1,001 – $15,000
- Sale: FISERV INC $1,001 – $15,000
- Sale: SERVICENOW INC $1,001 – $15,000
- Sale: INTERCONTINENTAL EXCHANG $1,001 – $15,000
- Sale: BOSTON SCIENTIFIC CORP $1,001 – $15,000
- Sale: MASTERCARD INC CLASS A $1,001 – $15,000
- Sale: S&P GLOBAL INC $1,001 – $15,000
- Sale: ABBOTT LABS $1,001 – $15,000
- Sale: THERMO FISHER SCIENTIFIC $1,001 – $15,000
- Sale: WORKDAY INC CLASS CLASS A $1,001 – $15,000
- Sale: ADOBE INC $1,001 – $15,000
- Sale: AT&T INC $1,001 – $15,000
- Sale: COMCAST CORP NEW CLASS A $1,001 – $15,000
- Purchase: LOWER COLO RIV AUTH 5% ELEC UTIL DUE 05/15/33 $500,001 – $1,000,000
- Purchase: HOME DEPOT INC $15,001 – $50,000
- Purchase: BERKSHIRE HATHAWAY CLASS B $15,001 – $50,000
- Purchase: MARSH & MCLENNAN COS INC $15,001 – $50,000
- Purchase: CINTAS CORP $1,001 – $15,000
- Purchase: BOSTON SCIENTIFIC CORP $1,001 – $15,000
- Purchase: SERVICENOW INC $1,001 – $15,000
- Purchase: IBM CORP $1,001 – $15,000
- Purchase: ACCENTURE PLC IRELAND F CLASS CLASS A $1,001 – $15,000
- Purchase: STERIS PLC F $1,001 – $15,000
- Purchase: RESMED INC $1,001 – $15,000
- Purchase: REPUBLIC SVCS INC $1,001 – $15,000
- Purchase: VERIZON COMMUNICATIONS I $1,001 – $15,000
- Purchase: COSTAR GROUP INC $1,001 – $15,000
- Purchase: PUBLIC SVC ENTERPRISE GR $1,001 – $15,000
- Purchase: KKR & CO INC $1,001 – $15,000
- Purchase: BOOKING HLDGS INC $1,001 – $15,000
- Purchase: PILGRIMS PRIDE CORP NEW $1,001 – $15,000
- Purchase: ERIE INDTY CO CLASS A $1,001 – $15,000
- Purchase: VISTRA CORP $1,001 – $15,000
- Purchase: VISA INC CLASS A $1,001 – $15,000
- Purchase: ROPER TECHNOLOGIES INC $1,001 – $15,000
- Purchase: SOUTHERN CO $1,001 – $15,000
- Purchase: PINTEREST INC CLASS A $1,001 – $15,000
- Purchase: NETFLIX INC $1,001 – $15,000
- Purchase: WORKDAY INC CLASS CLASS A $1,001 – $15,000
- Purchase: INGERSOLL RAND INC $1,001 – $15,000
- Purchase: PENTAIR PLC F $1,001 – $15,000
- Purchase: VERISK ANALYTICS INC CLASS A $1,001 – $15,000
- Purchase: CHARTER COMMUNICATIONS I CLASS A $1,001 – $15,000
- Purchase: SNOWFLAKE INC CLASS A $1,001 – $15,000
- Purchase: ROYAL CARIBBEAN GROU F $1,001 – $15,000
- Purchase: DISNEY WALT CO $1,001 – $15,000
- Purchase: XYLEM INC $1,001 – $15,000
- Purchase: VERTEX PHARMACEUTICALS I $1,001 – $15,000
- Purchase: TRACTOR SUPPLY CO $1,001 – $15,000
- Purchase: E L F BEAUTY INC $1,001 – $15,000
- Purchase: AMERICAN INTL GROUP INC $1,001 – $15,000
- Purchase: AXON ENTERPRISE INC $1,001 – $15,000
- Purchase: APPLOVIN CORP CLASS CLASS A $1,001 – $15,000
- Purchase: IDEXX LABS INC $1,001 – $15,000
- Purchase: VERALTO CORP $1,001 – $15,000
- Purchase: WILLIS TOWERS WATSON P F $1,001 – $15,000
- Purchase: DOORDASH INC CLASS CLASS A $1,001 – $15,000
- Purchase: CLOUDFLARE INC CLASS CLASS A $1,001 – $15,000
- Purchase: ROBINHOOD MKTS INC CLASS CLASS A $1,001 – $15,000
- Purchase: OXO INC $1,001 – $15,000
- Purchase: CHEWY INC CLASS CLASS A $1,001 – $15,000
- Purchase: WHIRLPOOL CORP $1,001 – $15,000
- Purchase: PALANTIR TECHNOLOGIES IN CLASS A $1,001 – $15,000
- Purchase: HENRY JACK & ASSOC INC $1,001 – $15,000
- Purchase: LIBERTY BROADBAND CORP CLASS SERIES C $1,001 – $15,000
- Purchase: AMAZON.COM INC $1,001 – $15,000
- Purchase: ELI LILLY AND CO $1,001 – $15,000
- Purchase: MICRON TECHNOLOGY INC $1,001 – $15,000
- Sale: HUBSPOT INC $1,001 – $15,000
- Sale: LEIDOS HLDGS INC $1,001 – $15,000
- Sale: MEDTRONIC PLC F $1,001 – $15,000
- Sale: TYLER TECHNOLOGIES INC $1,001 – $15,000
- Sale: ZILLOW GROUP INC CLASS CLASS C $1,001 – $15,000
- Sale: KIMBERLY CLARK CORP $1,001 – $15,000
- Sale: DOXIMITY INC CLASS A $1,001 – $15,000
- Sale: SERVICE CORP INTL $1,001 – $15,000
- Sale: ULTA BEAUTY INC $1,001 – $15,000
- Sale: KROGER CO $1,001 – $15,000
- Sale: CHURCHILL DOWNS INC $1,001 – $15,000
- Sale: ESSENTIAL UTILS INC $1,001 – $15,000
- Sale: GENUINE PARTS CO $1,001 – $15,000
- Sale: DOLLAR GEN CORP NEW $1,001 – $15,000
- Sale: CRH PUBLIC LIMITED CO F $1,001 – $15,000
- Sale: FNF GROUP CLASS CLASS A $1,001 – $15,000
- Sale: BRIGHT HORIZONS FAMILY S $1,001 – $15,000
- Sale: POOL CORP $1,001 – $15,000
- Sale: ZSCALER INC $1,001 – $15,000
- Sale: ROBLOX CORP CLASS A $1,001 – $15,000
- Sale: THE TRADE DESK INC CLASS A $1,001 – $15,000
- Sale: UBER TECHNOLOGIES INC $1,001 – $15,000
- Sale: MCCORMICK & CO INC CLASS N $1,001 – $15,000
- Sale: AECOM $1,001 – $15,000
- Sale: O REILLY AUTOMOTIVE INC $1,001 – $15,000
- Sale: REALTY INCOME CORP REIT $1,001 – $15,000
- Sale: SS&C TECHNOLOGIES HLDGS $1,001 – $15,000
- Sale: YUM BRANDS INC $1,001 – $15,000
- Sale: LULULEMON ATHLETICA INC $1,001 – $15,000
- Sale: PAYPAL HLDGS INC $1,001 – $15,000
- Sale: FIDELITY NATL INFORMATIO $1,001 – $15,000
- Sale: CBRE GROUP INC CLASS CLASS A $1,001 – $15,000
- Sale: COUPANG INC CLASS CLASS A $1,001 – $15,000
- Sale: BOEING CO $1,001 – $15,000
- Sale: CONSTELLATION ENERGY COR $1,001 – $15,000
- Sale: CME GROUP INC CLASS CLASS A $1,001 – $15,000
- Sale: LENNAR CORP CLASS A $1,001 – $15,000
- Sale: GALLAGHER ARTHUR J & CO $1,001 – $15,000
- Sale: INSULET CORP $1,001 – $15,000
- Sale: HARTFORD INS GROUP INC $1,001 – $15,000
- Sale: GENERAL MILLS INC $1,001 – $15,000
- Sale: FLUTTER ENTMT PLC F $1,001 – $15,000
- Sale: SHERWIN-WILLIAMS CO $1,001 – $15,000
- Sale: OTIS WORLDWIDE CORP $1,001 – $15,000
- Sale: CHIPOTLE MEXICAN GRILL I $1,001 – $15,000
- Sale: ZOETIS INC CLASS A $1,001 – $15,000
- Sale: GODADDY INC CLASS CLASS A $1,001 – $15,000
- Sale: INTERCONTINENTAL EXCHANG $1,001 – $15,000
- Sale: MCDONALD CORP $1,001 – $15,000
- Sale: BROWN & BROWN INC $1,001 – $15,000
- Sale: STRYKER CORP $1,001 – $15,000
- Sale: DELL TECHNOLOGIES INC CLASS C $1,001 – $15,000
- Sale: ABBOTT LABS $1,001 – $15,000
- Sale: COCAST CORP NEW CLASS CLASS A $1,001 – $15,000
- Sale: LOWES COS INC $1,001 – $15,000
- Sale: INTUITIVE SURGICAL INC $1,001 – $15,000
- Sale: PROGRESSIVE CORP OH $1,001 – $15,000
- Sale: INTUIT $1,001 – $15,000
- Sale: COPART INC $1,001 – $15,000
- Sale: META PLATFORMS INC CLASS CLASS A $1,001 – $15,000
- Sale: MICROSOFT CORP $1,001 – $15,000
- Sale: PROCTER & GAMBLE CO $15,001 – $50,000
- Sale: MASTERCARD INC CLASS CLASS A $15,001 – $50,000
- Purchase: ISHARES INTERNATIONAL TREASURY BOND ETF $1,000,001 – $5,000,000
- Purchase: ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF $1,000,001 – $5,000,000
- Purchase: STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF $1,000,001 – $5,000,000
- Purchase: STATE STREET SPDR S&P 500 ETF TRUST $1,000,001 – $5,000,000
- Purchase: STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF $1,000,001 – $5,000,000
- Purchase: ISHARES U.S. TREASURY BOND ETF $1,000,001 – $5,000,000
- Sale: STATE STREET SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF $250,001 – $500,000
- Sale: STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF $500,001 – $1,000,000
- Sale: VANGUARD SHORT-TERM BOND INDEX FUND ETF SHARES $1,000,001 – $5,000,000
- Sale: STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF $1,000,001 – $5,000,000
- Sale: VANGUARD SHORT-TERM BOND INDEX FUND ETF SHARES $1,000,001 – $5,000,000
- Sale: VANGUARD FTSE EUROPE ETF $1,000,001 – $5,000,000
- Sale: STATE STREET SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF $1,000,001 – $5,000,000
- Purchase: DALLAS CNTY TEX 5% DB LTX DUE 08/15/56 $1,000,001 – $5,000,000
- Purchase: KENTUCKY ST PPTY & 5% LEAS BLDG DUE 03/01/46 $1,000,001 – $5,000,000
- Purchase: JEFFERSON CNTY MO C 5% GO UTX DUE 03/01/46 $500,001 – $1,000,000
- Purchase: SHELBY CNTY TENN HE 5% SYST HLTH DUE 09/01/46 $1,000,001 – $5,000,000
- Purchase: ROSEVILLE MICH CMNT 5% DUE 05/01/56 $1,000,001 – $5,000,000
- Purchase: UNIVERSITY SOUTH AL 5% PUB EDUC DUE 11/01/51 $1,000,001 – $5,000,000
- Purchase: FIDELITY NATL INFORMATIO $1,000,001 – $5,000,000
- Purchase: HOME DEPOT INC $1,000,001 – $5,000,000
- Purchase: ABBOTT LABS $500,001 – $1,000,000
- Purchase: ACCENTURE PIC IRELAND F CLASS CLASS A $500,001 – $1,000,000
- Purchase: NIKE INC CLASS CLASS B $250,001 – $500,000
- Sale: VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES $5,000,001 – $25,000,000
- Purchase: ASBURY AUTOMOTIVE GROUP $50,001 – $100,000
- Purchase: EPAM SYS INC $50,001 – $100,000
- Purchase: POOL CORP $50,001 – $100,000
- Purchase: LIQUIDIA CORP $50,001 – $100,000
- Purchase: FLOWERS FOODS INC $50,001 – $100,000
- Purchase: THE CAMPBELL'S CO $50,001 – $100,000
- Purchase: LKQ CORP $50,001 – $100,000
- Purchase: PENNYMAC MTG INVT TR REIT $50,001 – $100,000
- Purchase: PRIMORIS SVCS CORP $50,001 – $100,000
- Purchase: DAVE INC CLASS A $15,001 – $50,000
- Purchase: MARKETAXESS HLDGS INC $15,001 – $50,000
- Purchase: PELOTON INTERACTIVE INC CLASS A $15,001 – $50,000
- Purchase: FRESH DEL MONTE PRODUC F $15,001 – $50,000
- Purchase: REMITLY GLOBAL INC $15,001 – $50,000
- Purchase: CONMED CORP $15,001 – $50,000
- Purchase: ULTRA CLEAN HLDGS INC $15,001 – $50,000
- Purchase: NICOLET BANKSHARES INC $15,001 – $50,000
- Purchase: OTTER TAIL CORP $15,001 – $50,000
- Purchase: HAWAIIAN ELEC INDS INC $15,001 – $50,000
- Purchase: WARBY PARKER INC CLASS A $15,001 – $50,000
- Purchase: F&G ANNUITIES & LIFE INC $15,001 – $50,000
- Purchase: STEWART INFORMATION SVCS $15,001 – $50,000
- Purchase: LAUREATE ED INC $15,001 – $50,000
- Purchase: TRUPANION INC $15,001 – $50,000
- Purchase: EASTERN BANKSHARES I $15,001 – $50,000
- Purchase: INDIVIOR PHARMACEUTICALS $15,001 – $50,000
- Purchase: CALIFORNIA WTR SVC GROUP $15,001 – $50,000
- Purchase: PTC THERAPEUTICS INC $15,001 – $50,000
- Purchase: SPHERE ENTERTAINMENT A CLASS CLASS A $15,001 – $50,000
- Purchase: UNIVERSAL TECHNICAL INST $15,001 – $50,000
- Purchase: RUSH STREET INTERACT A CLASS A $15,001 – $50,000
- Purchase: WESTERN UN CO $15,001 – $50,000
- Purchase: ADMA BIOLOGICS INC $15,001 – $50,000
- Purchase: ULTRA CLEAN HLDGS INC $15,001 – $50,000
- Purchase: ARGAN INC $15,001 – $50,000
- Purchase: ICHOR HLDGS LTD F $15,001 – $50,000
- Purchase: PATHWARD FINL INC $15,001 – $50,000
- Purchase: WESBANCO INC $15,001 – $50,000
- Purchase: ENERGIZER HLDGS INC NEW $15,001 – $50,000
- Purchase: UNIVERSAL CORP VA $15,001 – $50,000
- Purchase: UNDER ARMOUR INC CLASS C $15,001 – $50,000
- Purchase: MAXLINEAR INC CLASS CLASS A $15,001 – $50,000
- Purchase: POWELL INDS INC $15,001 – $50,000
- Purchase: NEOGENOMICS INC $15,001 – $50,000
- Purchase: SPHERE ENTERTAINMENT A CLASS CLASS A $15,001 – $50,000
- Purchase: QUIDELORTHO CORP $15,001 – $50,000
- Purchase: ALIGNMENT HEALTHCARE INC $15,001 – $50,000
- Purchase: BRIGHTSPRING HEALTH SVCS $15,001 – $50,000
- Purchase: MONRD INC $15,001 – $50,000
- Purchase: ADVANCE AUTO PTS INC $15,001 – $50,000
- Purchase: ARGAN INC $15,001 – $50,000
- Purchase: BEACON FINL CORP $15,001 – $50,000
- Purchase: FORMFACTOR INC $15,001 – $50,000
- Purchase: RALLIANT CORP $15,001 – $50,000
- Purchase: PTC THERAPEUTICS INC $15,001 – $50,000
- Purchase: JBT MAREL CORP $15,001 – $50,000
- Purchase: ATMUS FILTRATION TECHNOL $15,001 – $50,000
- Purchase: VERSIGENT LTD F $15,001 – $50,000
- Purchase: VIASAT INC $15,001 – $50,000
- Purchase: DIEBOLD NIXDORF INC $15,001 – $50,000
- Purchase: LIFESTANCE HEALTH GROUP $15,001 – $50,000
- Purchase: LINCOLN NATL CORP IND $15,001 – $50,000
- Purchase: EVERFORTH INC $15,001 – $50,000
- Purchase: BLACKLINE INC $15,001 – $50,000
- Purchase: N-ABLE INC $15,001 – $50,000
- Sale: PAPA JOHNS INTL INC $1,001 – $15,000
- Sale: ARTIVION INC $1,001 – $15,000
- Sale: VERRA MOBILITY CORP CLASS A $1,001 – $15,000
- Sale: GOGO INC $1,001 – $15,000
- Sale: PATRICK INDS INC $1,001 – $15,000
- Sale: MERIT MED SYS INC $1,001 – $15,000
- Sale: PERRIGO CO PLC F $1,001 – $15,000
- Sale: GIBRALTAR INDS INC $1,001 – $15,000
- Sale: NAVIENT CORP $1,001 – $15,000
- Sale: ALARM COM HLDGS INC $1,001 – $15,000
- Sale: LYFT INC CLASS CLASS A $1,001 – $15,000
- Sale: BADGER METER INC $1,001 – $15,000
- Sale: BANCFIRST CORP $1,001 – $15,000
- Sale: CARGURUS INC CLASS A $1,001 – $15,000
- Sale: NMI HLDGS INC $1,001 – $15,000
- Sale: FOUR CORNERS PPTY TR INC $1,001 – $15,000
- Sale: ACI WORLDWIDE INC $1,001 – $15,000
- Sale: AMERISAFE INC $1,001 – $15,000
- Sale: ENOVIS CORP $1,001 – $15,000
- Sale: FRANKLIN BSP REALTY $1,001 – $15,000
- Sale: ITRON INC EQUITY CLASS EQUITY $1,001 – $15,000
- Sale: SPS COMM INC $15,001 – $50,000
- Sale: SKYWEST INC $15,001 – $50,000
- Sale: CAL MAINE FOODS INC $15,001 – $50,000
- Sale: SHAKE SHACK INC CLASS CLASS A $15,001 – $50,000
- Sale: LAMB WESTON HLDGS INC $15,001 – $50,000
- Sale: GOOSEHEAD INS INC CLASS A $15,001 – $50,000
- Sale: INSPIRE MED SYS INC $15,001 – $50,000
- Sale: KADANT INC $15,001 – $50,000
- Sale: PALOMAR HLDGS INC $15,001 – $50,000
- Sale: FRESHPET INC $15,001 – $50,000
- Sale: BRINKER INTL INC $15,001 – $50,000
- Sale: WENDYS CO CLASS A $15,001 – $50,000
- Sale: CHESAPEAKE UTILS CORP $15,001 – $50,000
- Sale: SAREPTA THERAPEUTICS INC $15,001 – $50,000
- Sale: ABM INDS INC $15,001 – $50,000
- Sale: EVERTEC INC F $15,001 – $50,000
- Sale: CALIX INC $15,001 – $50,000
- Sale: MGE ENERGY INC $15,001 – $50,000
- Sale: Q2 HLDGS INC $15,001 – $50,000
- Sale: STEPSTONE GROUP INC CLASS A $15,001 – $50,000
- Sale: KEMPER CORP DEL $15,001 – $50,000
- Sale: RITHM CAPITAL CORP REIT $15,001 – $50,000
- Sale: BRIGHT HORIZONS FAMILY S $50,001 – $100,000
- Sale: ENERPAC TOOL GROUP CORP CLASS A $50,001 – $100,000
- Sale: GROUP 1 AUTOMOTIVE INC $50,001 – $100,000
- Sale: VIAVI SOLUTIONS INC $250,001 – $500,000
- Sale: SANMINA CORP $250,001 – $500,000
- Sale: SEMTECH CORP $250,001 – $500,000
- Purchase: MICROSOFT CORP $250,001 – $500,000
- Purchase: HOME DEPOT INC $250,001 – $500,000
- Purchase: SALESFORCE INC $100,001 – $250,000
- Purchase: AT&T INC $100,001 – $250,000
- Purchase: ABBOTT LABS $100,001 – $250,000
- Purchase: MASTERCARD INC CLASS A $100,001 – $250,000
- Purchase: STRYKER CORP $100,001 – $250,000
- Purchase: ACCENTURE PLC IRELAND F CLASS A $100,001 – $250,000
- Purchase: INTUITIVE SURGICAL INC $100,001 – $250,000
- Purchase: BOOKING HLDGS INC $100,001 – $250,000
- Purchase: FIDELITY NATL INFORMATIO $100,001 – $250,000
- Purchase: PALANTIR TECHNOLOGIES IN CLASS A $100,001 – $250,000
- Purchase: KKR & CO INC $50,001 – $100,000
- Purchase: ROPER TECHNOLOGIES INC $50,001 – $100,000
- Purchase: S&P GLOBAL INC $50,001 – $100,000
- Purchase: IBM CORP $50,001 – $100,000
- Purchase: SHERWIN-WILLIAMS CO $50,001 – $100,000
- Purchase: AMERICAN TOWER CORP NEW REIT $50,001 – $100,000
- Purchase: LULULEMON ATHLETICA INC $50,001 – $100,000
- Purchase: COINBASE GLOBAL INC CLASS A $50,001 – $100,000
- Purchase: ZOETIS INC CLASS A $50,001 – $100,000
- Purchase: KROGER CO $50,001 – $100,000
- Purchase: BROADRIDGE FINL SOLUTION $50,001 – $100,000
- Purchase: CONAGRA BRANDS INC $50,001 – $100,000
- Purchase: DELL TECHNOLOGIES INC CLASS C $50,001 – $100,000
- Purchase: BROWN & BROWN INC $50,001 – $100,000
- Purchase: ZILLOW GROUP INC CLASS CLASS C $50,001 – $100,000
- Purchase: HP INC $50,001 – $100,000
- Purchase: CONSTELLATION ENERGY COR $50,001 – $100,000
- Purchase: MCCORMICK & CO INC CLASS N $15,001 – $50,000
- Purchase: VERIZON COMMUNICATIONS I $15,001 – $50,000
- Purchase: TRANSDIGM GROUP INC $15,001 – $50,000
- Purchase: THE TRADE DESK INC CLASS A $15,001 – $50,000
- Purchase: CHIPOTLE MEXICAN GRILL I $15,001 – $50,000
- Purchase: JPMORGAN CHASE & CO $15,001 – $50,000
- Purchase: CHARTER COMMUNICATIONS I CLASS A $15,001 – $50,000
- Purchase: KIMBERLY CLARK CORP $15,001 – $50,000
- Purchase: LUCID GROUP INC $15,001 – $50,000
- Purchase: COREWEAVE INC CLASS A $15,001 – $50,000
- Purchase: MARVELL TECHNOLOGY INC $15,001 – $50,000
- Purchase: CREDO TECHNOLOGY GROUP F $15,001 – $50,000
- Sale: FOX CORP CLASS CLASS B $1,001 – $15,000
- Sale: OLIN CORP $1,001 – $15,000
- Sale: BOOZ ALLEN HAMILTON HLDG CLASS CLASS A $1,001 – $15,000
- Sale: MARSH & MCLENNAN COS INC $1,001 – $15,000
- Sale: PARSONS CORP DEL $1,001 – $15,000
- Sale: FOX CORP CLASS A $1,001 – $15,000
- Sale: ASTERA LABS INC $1,001 – $15,000
- Sale: LOWES COS INC $1,001 – $15,000
- Sale: WESTLAKE CORP $1,001 – $15,000
- Sale: PEGASYSTEMS INC $1,001 – $15,000
- Sale: BLACKSTONE INC $1,001 – $15,000
- Sale: THE CIGNA GROUP $1,001 – $15,000
- Sale: EQUIFAX INC $1,001 – $15,000
- Sale: MSA SAFETY INC $1,001 – $15,000
- Sale: CBRE GROUP INC CLASS CLASS A $15,001 – $50,000
- Sale: NORTHROP GRUMMAN CORP $15,001 – $50,000
- Sale: HOULIHAN LOKEY INC CLASS CLASS A $15,001 – $50,000
- Sale: EXLSERVICE HLDGS INC $15,001 – $50,000
- Sale: BENTLEY SYS INC CLASS CLASS B $15,001 – $50,000
- Sale: KYNDRYL HLDGS INC $15,001 – $50,000
- Sale: CARVANA CO CLASS CLASS A $15,001 – $50,000
- Sale: ROBLOX CORP CLASS A $15,001 – $50,000
- Sale: CLOROX CO $15,001 – $50,000
- Sale: SNAP INC CLASS A $15,001 – $50,000
- Sale: CROWN CASTLE INC REIT REIT $15,001 – $50,000
- Sale: APPLOVIN CORP CLASS A $15,001 – $50,000
- Sale: SHIFT4 PMTS INC CLASS A $15,001 – $50,000
- Sale: GLOBAL PMTS INC $15,001 – $50,000
- Sale: SBA COMMUNICATIONS CORP REIT $15,001 – $50,000
- Sale: EQT CORP $15,001 – $50,000
- Sale: PTC INC $15,001 – $50,000
- Sale: AUTOZONE INC $15,001 – $50,000
- Sale: ERIE INDTY CO CLASS A $15,001 – $50,000
- Sale: EPAM SYS INC $15,001 – $50,000
- Sale: ORACLE CORP $15,001 – $50,000
- Sale: SERVICENOW INC $15,001 – $50,000
- Sale: GARTNER INC $15,001 – $50,000
- Sale: HAMILTON LANE INC CLASS CLASS A $15,001 – $50,000
- Sale: PILGRIMS PRIDE CORP NEW $15,001 – $50,000
- Sale: HUBSPOT INC $15,001 – $50,000
- Sale: FAIR ISAAC CORP $15,001 – $50,000
- Sale: CHEWY INC CLASS CLASS A $15,001 – $50,000
- Sale: CME GROUP INC CLASS A $15,001 – $50,000
- Sale: VICI PPTYS INC REIT $15,001 – $50,000
- Sale: GE HEALTHCARE TECHNOLOGI $15,001 – $50,000
- Sale: TYLER TECHNOLOGIES INC $15,001 – $50,000
- Sale: AUTODESK INC $15,001 – $50,000
- Sale: NVIDIA CORP $15,001 – $50,000
- Sale: STRATEGY INC CLASS A $15,001 – $50,000
- Sale: BROADCOM INC $50,001 – $100,000
- Sale: DOMINOS PIZZA INC $50,001 – $100,000
- Sale: INTERCONTINENTAL EXCHANG $50,001 – $100,000
- Sale: BLACKROCK INC NEW $50,001 – $100,000
- Sale: VISA INC CLASS A $50,001 – $100,000
- Sale: CINTAS CORP $50,001 – $100,000
- Sale: COGNIZANT TECHNOLOGY SOL CLASS A $50,001 – $100,000
- Sale: PFIZER INC $50,001 – $100,000
- Sale: TRACTOR SUPPLY CO $50,001 – $100,000
- Sale: MORNINGSTAR INC $50,001 – $100,000
- Sale: RESMED INC $50,001 – $100,000
- Sale: NASDAQ INC $50,001 – $100,000
- Sale: DOCUSIGN INC $50,001 – $100,000
- Sale: ZSCALER INC $50,001 – $100,000
- Sale: NETFLIX INC $50,001 – $100,000
- Sale: MCDONALDS CORP $50,001 – $100,000
- Sale: STERIS PLC F $50,001 – $100,000
- Sale: COPART INC $50,001 – $100,000
- Sale: BERKSHIRE HATHAWAY CLASS B $50,001 – $100,000
- Sale: WORKDAY INC CLASS CLASS A $50,001 – $100,000
- Sale: T-MOBILE US INC $50,001 – $100,000
- Sale: NIKE INC CLASS B $50,001 – $100,000
- Sale: FISERV INC $100,001 – $250,000
- Sale: AMAZON.COM INC $100,001 – $250,000
- Sale: TESLA INC $100,001 – $250,000
- Sale: INTUIT $100,001 – $250,000
- Sale: BOSTON SCIENTIFIC CORP $100,001 – $250,000
- Sale: ADOBE INC $100,001 – $250,000
- Sale: COMCAST CORP NEW CLASS A $100,001 – $250,000