Gilbert Cisneros stock trades
- Most recent buys: BHE (Oct 1, 2026, -16% since), AEIS (Sep 29, 2026, -14% since), ALKS (Sep 29, 2026, -1% since).
- 489 of the 904 purchases we can price are higher today. The median one is +2%, against +13% for the S&P 500 over the same holding periods.
- Largest disclosed buy: $100,001 - $250,000 of TSM on Feb 9, 2026.
- On 4 occasions the same stock was bought and sold on the same day. That pattern often reflects an adviser managing the account rather than a change of view, so read single trades with care.
Price changes use the closing price on each trade date, not the price actually paid, and ignore dividends. Filings report amounts only as ranges, so these figures show direction, not anyone's actual profit.
Gilbert Cisneros reported 1,642 transactions in 21 disclosure filings with the House Clerk for 2025–2026: 974 purchases, 662 sales, and 6 exchanges across 474 stocks, with trade dates from Jan 7, 2025 to Oct 1, 2026. The most-traded stock is DASH (21 trades). The median gap between trade date and filing date is 25 days, and 65 trades were reported more than 45 days after it happened.
Gilbert Cisneros currently serves in the US House of Representatives for CA's 31st congressional district (CA-31) as a Democrat. This profile is generated from 21 periodic transaction reports in the House Clerk's public disclosure index.
- 1642
- 2025–2026
- 974 / 662
- $16.9M – $58.9M
- sum of reported ranges
- #1
- of 177 filers by row count
Democrat · CA-31 · Latest filing 2026-10-12. Ranges are the filed brackets; no midpoint estimates or portfolio value are inferred.
Would copying these trades beat the S&P 500?Most-traded tickers
The 12 most-reported tickers, ranked by transaction count. Tickers with three or more rows for this member link to a dedicated page; others link to the all-Congress ticker page or the company profile.
| Ticker | Rows | Buys | Sells | Last trade |
|---|---|---|---|---|
| DASH DoorDash, Inc. - Common Stock | 21 | 18 | 3 | 2026-08-28 |
| BSX Boston Scientific Corporation Common Stock | 18 | 9 | 9 | 2026-08-18 |
| GDDY GoDaddy Inc. Class A Common Stock | 16 | 2 | 14 | 2026-06-16 |
| MSFT Microsoft Corporation - Common Stock | 16 | 11 | 5 | 2026-08-18 |
| WRB W.R. Berkley Corporation Common Stock | 16 | 0 | 16 | 2026-06-05 |
| APP Applovin Corporation - Class A Common Stock | 14 | 9 | 5 | 2026-09-18 |
| FLEX Flex Ltd. - Ordinary Shares | 14 | 0 | 14 | 2026-05-14 |
| AMZN Amazon.com, Inc. - Common Stock | 13 | 8 | 5 | 2026-04-22 |
| CSGP CoStar Group, Inc. - Common Stock | 13 | 12 | 1 | 2026-08-19 |
| PLTR Palantir Technologies Inc. - Class A Common Stock | 13 | 9 | 4 | 2026-07-17 |
| UNH UnitedHealth Group Incorporated Common Stock | 13 | 8 | 5 | 2026-04-14 |
| CAG ConAgra Brands, Inc. Common Stock | 12 | 5 | 7 | 2026-06-16 |
Disclosure profile
- Periodic reports parsed
- 21
- Distinct tickers
- 474
- First / last trade
- 2025-01-07 → 2026-10-01
- Median filing lag
- 25 days
- Rows filed after 45 days
- 65
- Reported owner
- Self 1642
How long disclosure took
Days from trade date to filing date for 1642 rows. The STOCK Act allows 30 days from notification and no more than 45 days from the trade. A late row is a timing fact, not evidence of wrongdoing.
- 0–15 days
- 349
- 16–30 days
- 818
- 31–45 days
- 410
- Over 45 days
- 65
- Median / longest
- 25d / 66d
Source documents
21 House Clerk periodic transaction reports, newest first. Each link opens the official filing.
- #20035622Filed 2026-10-12 · 57 rows
- #20035390Filed 2026-09-10 · 57 rows
- #20035190Filed 2026-09-04 · 66 rows
- #20034906Filed 2026-07-02 · 65 rows
- #20034713Filed 2026-06-08 · 103 rows
- #20034500Filed 2026-05-08 · 94 rows
- #20034285Filed 2026-04-07 · 139 rows
- #20034144Filed 2026-03-09 · 85 rows
- #20033983Filed 2026-02-13 · 149 rows
- #20033762Filed 2026-01-12 · 121 rows
- #20033619Filed 2025-12-15 · 178 rows
- #20033455Filed 2025-11-18 · 121 rows
9 older filings are linked from the transaction table.
What Gilbert Cisneros's filings don’t tell you
A disclosure row records a trade date, an amount bracket, and who owned the asset. It does not say why the trade was made, whether the position is still held, or anything about the business behind the ticker: revenue trends, margins, balance-sheet risk, or valuation. Those answers are in company filings, not congressional ones.
- Boston Scientific Corporation financials and filings
Audited SEC figures, what moves BSX, and primary sources.
- GoDaddy Inc. financials and filings
Audited SEC figures, what moves GDDY, and primary sources.
- Microsoft Corporation financials and filings
Audited SEC figures, what moves MSFT, and primary sources.
Compare ADBE vs MSFT side by side
To work through a company yourself, use our stock research checklist. Members get the full version of that work: one sourced investment call a month, with the numbers and the risks that would change the view.
Members-only research
We've researched stocks Gilbert Cisneros traded
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Read the full researchAll verified transactions
Parsed from official House Clerk periodic transaction reports for 2025 and 2026. Sort any column, filter by type or reported owner, and open the filing date to read the source filing. Amounts are the ranges reported on the filing.
1642 of 1642 rows
| Type | Owner | ||||
|---|---|---|---|---|---|
Benchmark Electronics, Inc. Common Stock BHE | Purchase | Self | $15,001 - $50,000 | 2026-10-12 #20035622 | |
Thermon Group Holdings, Inc. Common Stock Exchange of Thermon Group Holdings, Inc. (THR) for Ceco Environmental Corp (CECO) following merger. THR | Exchange | Self | $15,001 - $50,000 | 2026-10-12 #20035622 | |
Advanced Energy Industries, Inc. - Common Stock AEIS | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Alkermes plc - Ordinary Shares ALKS | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Allegro MicroSystems, Inc. - Common Stock ALGM | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
AtriCure, Inc. - Common Stock ATRC | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
BridgeBio Pharma, Inc. - Common Stock BBIO | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Cytokinetics, Incorporated - Common Stock CYTK | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Gates Industrial Corporation Ltd. Common Shares GTES | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Halozyme Therapeutics, Inc. - Common Stock HALO | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Imperial, CA, Irrigation District Bonds | Sale | Self | $100,001 - $250,000 | 2026-10-12 #20035622 | |
Indiana Finance Authority Health System Rev Bonds | Purchase | Self | $250,001 - $500,000 | 2026-10-12 #20035622 | |
ITT Inc. Common Stock ITT | Sale | Self | $15,001 - $50,000 | 2026-10-12 #20035622 | |
MACOM Technology Solutions Holdings, Inc. - Common Stock MTSI | Sale | Self | $15,001 - $50,000 | 2026-10-12 #20035622 | |
Oxford Industries, Inc. Common Stock OXM | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Praxis Precision Medicines, Inc. - Common Stock PRAX | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Semtech Corporation - Common Stock SMTC | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Tandem Diabetes Care, Inc. - Common Stock TNDM | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Ultragenyx Pharmaceutical Inc. - Common Stock RARE | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
YETI Holdings, Inc. Common Stock YETI | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
ON Semiconductor Corporation - Common Stock ON | Purchase | Self | $15,001 - $50,000 | 2026-10-12 #20035622 | |
California Community Choice Financing Authority Rev Bonds | Purchase | Self | $250,001 - $500,000 | 2026-10-12 #20035622 | |
California Community Choice Financing Authority Rev Bonds | Sale | Self | $250,001 - $500,000 | 2026-10-12 #20035622 | |
Taiwan Semiconductor Manufacturing Company Ltd. TSM | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
El Camino CA Community College District GO Bonds | Sale | Self | $100,001 - $250,000 | 2026-10-12 #20035622 | |
Enerpac Tool Group Corp. Common Stock EPAC | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Federal Signal Corporation Common Stock FSS | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
ITT Inc. Common Stock ITT | Sale | Self | $15,001 - $50,000 | 2026-10-12 #20035622 | |
MACOM Technology Solutions Holdings, Inc. - Common Stock MTSI | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Abbott Laboratories Common Stock ABT | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Applovin Corporation - Class A Common Stock APP | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Cincinnati Financial Corporation - Common Stock CINF | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Deckers Outdoor Corporation DECK | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Domino's Pizza Inc - Common Stock DPZ | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Fidelity National Information Services, Inc. Common Stock FIS | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Insulet Corporation - Common Stock Value after sale <$1,000. PODD | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Intuit Inc. - Common Stock INTU | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
The Trade Desk, Inc. - Class A Common Stock TTD | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Verizon Communications Inc. Common Stock VZ | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Western Digital Corporation - Common Stock WDC | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
WUXI APPTEC CO REG SHS H Ticker 2359 HK WUXIF | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Zoetis Inc. Class A Common Stock ZTS | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Balchem Corporation - Common Stock BCPC | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Corteva, Inc. Common Stock CTVA | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Moog Inc. Class A Common Stock MOG.A | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
NXP Semiconductors N.V. - Common Stock NXPI | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
PTC Inc. - Common Stock PTC | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Stag Industrial, Inc. Common Stock STAG | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
The Vita Coco Company, Inc. - Common Stock COCO | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Broadcom Inc. - Common Stock AVGO | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Microchip Technology Incorporated - Common Stock MCHP | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
RBC Bearings Incorporated Common Stock RBC | Sale | Self | $15,001 - $50,000 | 2026-10-12 #20035622 | |
NXP Semiconductors N.V. - Common Stock NXPI | Purchase | Self | $15,001 - $50,000 | 2026-10-12 #20035622 | |
Revvity, Inc. Common Stock RVTY | Sale | Self | $15,001 - $50,000 | 2026-10-12 #20035622 | |
Revvity, Inc. Common Stock RVTY | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Globus Medical, Inc. Class A Common Stock GMED | Purchase | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
Revvity, Inc. Common Stock RVTY | Sale | Self | $1,001 - $15,000 | 2026-10-12 #20035622 | |
DoorDash, Inc. - Common Stock DASH | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Eaton Corporation, PLC Ordinary Shares ETN | Purchase | Self | $15,001 - $50,000 | 2026-09-10 #20035390 | |
Nike, Inc. Common Stock NKE | Sale | Self | $15,001 - $50,000 | 2026-09-10 #20035390 | |
Quanta Services, Inc. Common Stock PWR | Purchase | Self | $15,001 - $50,000 | 2026-09-10 #20035390 | |
Goldman Sachs Group, Inc. GS | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Phreesia, Inc. Common Stock PHR | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Walmart Inc. - Common Stock WMT | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Wheaton Precious Metals Corp Common Shares WPM | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Lamar Advertising Company - Class A Common Stock LAMR | Sale | Self | $15,001 - $50,000 | 2026-09-10 #20035390 | |
Phreesia, Inc. Common Stock PHR | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Lamar Advertising Company - Class A Common Stock LAMR | Sale | Self | $15,001 - $50,000 | 2026-09-10 #20035390 | |
Agios Pharmaceuticals, Inc. - Common Stock AGIO | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Artivion, Inc. Common Stock AORT | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
AtriCure, Inc. - Common Stock ATRC | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
CECO Environmental Corp. - Common Stock CECO | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Horace Mann Educators Corporation Common Stock HMN | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Lamar Advertising Company - Class A Common Stock LAMR | Sale | Self | $15,001 - $50,000 | 2026-09-10 #20035390 | |
Meta Platforms, Inc. - Class A Common Stock META | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
CarMax Inc KMX | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
CDW Corporation - Common Stock CDW | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
CoStar Group, Inc. - Common Stock CSGP | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Dollar Tree, Inc. - Common Stock DLTR | Sale | Self | $15,001 - $50,000 | 2026-09-10 #20035390 | |
FirstService Corporation - Common Shares FSV | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Globus Medical, Inc. Class A Common Stock GMED | Purchase | Self | $15,001 - $50,000 | 2026-09-10 #20035390 | |
New Jersey Health Care Facilities Financing Authority Revenue Bonds | Purchase | Self | $250,001 - $500,000 | 2026-09-10 #20035390 | |
Advanced Micro Devices, Inc. AMD | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Amphenol Corporation Common Stock APH | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Applovin Corporation - Class A Common Stock APP | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Boston Scientific Corporation Common Stock BSX | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Cloudflare, Inc. Class A Common Stock NET | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Coherent Corp. COHR | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Coinbase Global, Inc. - Class A Common Stock COIN | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Crown Castle Inc. Common Stock CCI | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
GoDaddy Inc. Class A Common Stock | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Insulet Corporation - Common Stock PODD | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
International Business Machines Corporation Common Stock IBM | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Intuit Inc. - Common Stock INTU | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Microsoft Corporation - Common Stock MSFT | Purchase | Self | $15,001 - $50,000 | 2026-09-10 #20035390 | |
NVIDIA Corporation - Common Stock NVDA | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Tesla, Inc. - Common Stock TSLA | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
The Trade Desk, Inc. - Class A Common Stock TTD | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Tyler Technologies, Inc. Common Stock TYL | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Verisk Analytics, Inc. - Common Stock VRSK | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Workday, Inc. - Class A Common Stock WDAY | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Shake Shack, Inc. Class A Common Stock SHAK | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Texas Roadhouse, Inc. - Common Stock TXRH | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
CrowdStrike Holdings, Inc. - Class A | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Ducommun Incorporated Common Stock DCO | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Houlihan Lokey, Inc. Class A Common Stock HLI | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Moog Inc. Class A Common Stock MOG.A | Purchase | Self | $15,001 - $50,000 | 2026-09-10 #20035390 | |
NeoGenomics, Inc. - Common Stock NEO | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
SK hynix Inc. - American Depositary Shares SKHY | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Snowflake Inc. Common Stock SNOW | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Sterling Infrastructure, Inc. - Common Stock STRL | Sale | Self | $15,001 - $50,000 | 2026-09-10 #20035390 | |
Electronic Arts Inc. - Common Stock EA | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
NXP Semiconductors N.V. - Common Stock NXPI | Sale | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
APi Group Corporation Common Stock APG | Purchase | Self | $1,001 - $15,000 | 2026-09-10 #20035390 | |
Mesabi Trust Common Stock MSB | Purchase | Self | $15,001 - $50,000 | 2026-09-04 #20035190 | |
Alkermes plc - Ordinary Shares ALKS | Purchase | Self | $15,001 - $50,000 | 2026-09-04 #20035190 | |
Crinetics Pharmaceuticals, Inc. - Common Stock CRNX | Sale | Self | $15,001 - $50,000 | 2026-09-04 #20035190 | |
Praxis Precision Medicines, Inc. - Common Stock PRAX | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Adobe Inc. - Common Stock ADBE | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share BABA | Sale | Self | $100,001 - $250,000 | 2026-09-04 #20035190 | |
National Storage Affiliates Trust Common Shares of Beneficial Interest Exchange of National Storage Affiliates (NSA) for Public Storage (PSA) following acquisition. NSA | Exchange | Self | $15,001 - $50,000 | 2026-09-04 #20035190 | |
FedEx Corporation Common Stock FDX | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Glacier Bancorp, Inc. GBCI | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
SailPoint, Inc. - Common Stock SAIL | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Semtech Corporation - Common Stock | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Viavi Solutions Inc. - Common Stock VIAV | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Accenture plc Class A Ordinary Shares ACN | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Advanced Micro Devices, Inc. AMD | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Applovin Corporation - Class A Common Stock APP | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Coinbase Global, Inc. - Class A Common Stock COIN | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Comcast Corporation - Class A Common Stock CMCSA | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Constellation Brands, Inc. Common Stock STZ | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
CrowdStrike Holdings, Inc. - Class A Common Stock CRWD | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
DuPont de Nemours, Inc. Common Stock DD | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Electronic Arts Inc. - Common Stock EA | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
International Business Machines Corporation Common Stock IBM | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Kenvue Inc. Common Stock KVUE | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Lumentum Holdings Inc. - Common Stock LITE | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Marvell Technology, Inc. - Common Stock MRVL | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Microsoft Corporation - Common Stock MSFT | Purchase | Self | $15,001 - $50,000 | 2026-09-04 #20035190 | |
NVIDIA Corporation - Common Stock NVDA | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Palantir Technologies Inc. - Class A Common Stock PLTR | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Paramount Skydance Corporation - Class B Common Stock PSKY | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Progressive Corporation PGR | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
The Trade Desk, Inc. - Class A Common Stock TTD | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Uber Technologies, Inc. Common Stock UBER | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Verizon Communications Inc. Common Stock VZ | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Western Digital Corporation - Common Stock WDC | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Zoetis Inc. Class A Common Stock Value after sale is <$1,000. ZTS | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Artivion, Inc. Common Stock AORT | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Compass, Inc. Class A Common Stock COMP | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
CSW Industrials, Inc. Common Stock CSW | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Enerpac Tool Group Corp. Common Stock EPAC | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Fabrinet Ordinary Shares FN | Sale | Self | $15,001 - $50,000 | 2026-09-04 #20035190 | |
Ferguson Enterprises Inc. Common Stock FERG | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Houlihan Lokey, Inc. Class A Common Stock HLI | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Lamar Advertising Company - Class A Common Stock LAMR | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
MACOM Technology Solutions Holdings, Inc. - Common Stock MTSI | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
RBC Bearings Incorporated Common Stock RBC | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Semtech Corporation - Common Stock SMTC | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Skyward Specialty Insurance Group, Inc. - Common Stock SKWD | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Sprouts Farmers Market, Inc. - Common Stock SFM | Purchase | Self | $15,001 - $50,000 | 2026-09-04 #20035190 | |
SPX Technologies, Inc. Common Stock SPXC | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
U.S. Physical Therapy, Inc. Common | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Vaxcyte, Inc. - Common Stock PCVX | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Ameris Bancorp - Common Stock ABCB | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Balchem Corporation - Common Stock BCPC | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
BioCryst Pharmaceuticals, Inc. - Common Stock BCRX | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Ducommun Incorporated Common Stock DCO | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Enerpac Tool Group Corp. Common Stock EPAC | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
HealthEquity, Inc. - Common Stock HQY | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Horace Mann Educators Corporation Common Stock HMN | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Independence Realty Trust, Inc. Common Stock IRT | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Minerals Technologies Inc. Common Stock MTX | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
National Health Investors, Inc. Common Stock NHI | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Skyward Specialty Insurance Group, Inc. - Common Stock SKWD | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Stifel Financial Corporation Common Stock SF | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
The Vita Coco Company, Inc. - Common Stock COCO | Purchase | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
AeroVironment, Inc. - Common Stock AVAV | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Credo Technology Group Holding Ltd - Ordinary Shares CRDO | Sale | Self | $1,001 - $15,000 | 2026-09-04 #20035190 | |
Argan, Inc. Common Stock AGX | Purchase | Self | $15,001 - $50,000 | 2026-07-02 #20034906 | |
Boot Barn Holdings, Inc. Common Stock BOOT | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Broadcom Corporation - Class A BRCM | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Cadre Holdings, Inc. Common Stock CDRE | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
CBIZ, Inc. Common Stock CBZ | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
CECO Environmental Corp. - Common Stock CECO | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Credo Technology Group Holding Ltd - Ordinary Shares CRDO | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Cytokinetics, Incorporated - Common Stock CYTK | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
HealthEquity, Inc. - Common Stock HQY | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Microchip Technology Incorporated - Common Stock MCHP | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
RBC Bearings Incorporated Common Stock RBC | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Semtech Corporation - Common Stock SMTC | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
SOFTBANK GROUP CORP SFTBF | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Sterling Infrastructure, Inc. - | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Texas Capital Bancshares, Inc. - Common Stock TCBI | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Texas Roadhouse, Inc. - Common Stock TXRH | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
The Descartes Systems Group Inc. - Common Stock DSGX | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Los Angeles, CA Tax & Revenue Anticipation Notes | Purchase | Self | $100,001 - $250,000 | 2026-07-02 #20034906 | |
Veralto Corp Common Stock VLTO | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Space Exploration Technologies Corp. - Class A Common Stock SPCX | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Spotify Technology S.A. Ordinary Shares SPOT | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Abbott Laboratories Common Stock ABT | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Accenture plc Class A Ordinary Shares ACN | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Automatic Data Processing, Inc. - Common Stock ADP | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Broadridge Financial Solutions, Inc. | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
CME Group Inc. - Class A Common Stock CME | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Coinbase Global, Inc. - Class A Common Stock COIN | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Comcast Corporation - Class A Common Stock CMCSA | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
ConAgra Brands, Inc. Common Stock CAG | Sale | Self | $15,001 - $50,000 | 2026-07-02 #20034906 | |
Electronic Arts Inc. - Common Stock EA | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Fidelity National Information Services, Inc. Common Stock FIS | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Fox Corporation - Class B Common Stock FOX | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
General Mills, Inc. Common Stock GIS | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
GoDaddy Inc. Class A Common Stock GDDY | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Jack Henry & Associates, Inc. - Common Stock JKHY | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Kenvue Inc. Common Stock KVUE | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Microsoft Corporation - Common Stock MSFT | Sale | Self | $15,001 - $50,000 | 2026-07-02 #20034906 | |
Progressive Corporation PGR | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Sterling Infrastructure, Inc. - Common Stock STRL | Sale | Self | $15,001 - $50,000 | 2026-07-02 #20034906 | |
The Trade Desk, Inc. - Class A Common Stock TTD | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Verisk Analytics, Inc. - Common Stock VRSK | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Zoetis Inc. Class A Common Stock ZTS | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
FirstService Corporation - Common Shares FSV | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
LPL Financial Holdings Inc. - Common Stock LPLA | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Eli Lilly and Company Common Stock LLY | Purchase | Self | $50,001 - $100,000 | 2026-07-02 #20034906 | |
MercadoLibre, Inc. - Common Stock MELI | Purchase | Self | $15,001 - $50,000 | 2026-07-02 #20034906 | |
Vail Resorts, Inc. Common Stock MTN | Purchase | Self | $15,001 - $50,000 | 2026-07-02 #20034906 | |
Ajinomoto Company, Inc. Ordinary Shares Ticker 2802 JP AJINF | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Banco Santander, S.A. Sponsored ADR Ticker SAN SM SAN | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
BNP Paribas Ordinary Shares Ticker BNP FP BNPQF | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Tokyo Electron Ltd Ordinary Shares Ticker 8035 JP | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Advanced Micro Devices, Inc. AMD | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Apple Inc. - Common Stock AAPL | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Biogen Inc. - Common Stock BIIB | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Boston Scientific Corporation Common Stock BSX | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Boston Scientific Corporation Common Stock BSX | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
LPL Financial Holdings Inc. - Common Stock LPLA | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Mastercard Incorporated Common Stock MA | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Micron Technology, Inc. - Common Stock MU | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Strategy Inc - Class A Common Stock MSTR | Purchase | Self | $15,001 - $50,000 | 2026-07-02 #20034906 | |
TE Connectivity plc Ordinary Shares TEL | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
The Cooper Companies, Inc. COO | Purchase | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2026-07-02 #20034906 | |
Workday, Inc. - Class A Common Stock WDAY | Sale | Self | $15,001 - $50,000 | 2026-07-02 #20034906 | |
Mount San Jacinto, CA, Cmnty. College Dist. Bonds | Sale | Self | $500,001 - $1,000,000 | 2026-07-02 #20034906 | |
SOFTBANK GROUP CORP Ticker 9984 JP SFTBF | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Arcutis Biotherapeutics, Inc. - Common stock ARQT | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
AutoZone, Inc. Common Stock AZO | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Boston Scientific Corporation Common Stock BSX | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Ciena Corporation CIEN | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
FB Financial Corporation Common | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
HealthEquity, Inc. - Common Stock HQY | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Independent Bank Corp. - Common Stock INDB | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Ligand Pharmaceuticals Incorporated - Common Stock LGND | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
New York City, NY Transitional Finance Authority Bonds | Purchase | Self | $250,001 - $500,000 | 2026-06-08 #20034713 | |
Perella Weinberg Partners - Class A Common Stock PWP | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
TE Connectivity plc Ordinary Shares TEL | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Texas Capital Bancshares, Inc. - Common Stock TCBI | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
The Cooper Companies, Inc. COO | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Workday, Inc. - Class A Common Stock WDAY | Sale | Self | $15,001 - $50,000 | 2026-06-08 #20034713 | |
MACOM Technology Solutions Holdings, Inc. - Common Stock MTSI | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Boston Scientific Corporation Common Stock BSX | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
LPL Financial Holdings Inc. - Common Stock LPLA | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
CSW Industrials, Inc. Common Stock CSW | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Ducommun Incorporated Common Stock DCO | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Novanta Inc. - Common Shares NOVT | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Rheinmetall Ag Ordinary Shares Ticker RHM GR RNMBF | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Sterling Infrastructure, Inc. - Common Stock STRL | Sale | Self | $15,001 - $50,000 | 2026-06-08 #20034713 | |
TOKYO ELECTRON Ticker 8035 JP TOELF | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Abbott Laboratories Common Stock ABT | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Adobe Inc. - Common Stock ADBE | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Advanced Micro Devices, Inc. AMD | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Applovin Corporation - Class A Common Stock APP | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Booking Holdings Inc. - Common Stock BKNG | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Broadridge Financial Solutions, Inc. Common Stock BR | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Carvana Co. Class A Common Stock CVNA | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Chubb Limited Common Stock CB | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Clorox Company CLX | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
ConAgra Brands, Inc. Common Stock CAG | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Constellation Brands, Inc. Common Stock STZ | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
CrowdStrike Holdings, Inc. - Class A Common Stock CRWD | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Domino's Pizza Inc - Common Stock DPZ | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Electronic Arts Inc. - Common Stock EA | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
FactSet Research Systems Inc. Common Stock FDS | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
GE HealthCare Technologies Inc. GEHCV | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Global Payments Inc. Common Stock | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
International Business Machines Corporation Common Stock IBM | Sale | Self | $15,001 - $50,000 | 2026-06-08 #20034713 | |
Medtronic plc. Ordinary Shares MDT | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Micron Technology, Inc. - Common Stock MU | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Microsoft Corporation - Common Stock MSFT | Purchase | Self | $50,001 - $100,000 | 2026-06-08 #20034713 | |
Palantir Technologies Inc. - Class A Common Stock PLTR | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Paramount Skydance Corporation - Class B Common Stock PSKY | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
PayPal Holdings, Inc. - Common Stock PYPL | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Regeneron Pharmaceuticals, Inc. - Common Stock REGN | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Roper Technologies, Inc. ROP | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
The Campbell's Company - Common Stock CPB | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
The Trade Desk, Inc. - Class A Common Stock TTD | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Tri Pointe Homes, Inc. Common Stock TPH | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Trimble Inc. - Common Stock TRMB | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Tyler Technologies, Inc. Common Stock TYL | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Uber Technologies, Inc. Common Stock UBER | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Verisk Analytics, Inc. - Common Stock VRSK | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Advanced Micro Devices, Inc. AMD | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Ciena Corporation CIEN | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Flex Ltd. - Ordinary Shares FLEX | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
LPL Financial Holdings Inc. - Common Stock LPLA | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
MercadoLibre, Inc. - Common Stock MELI | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
MongoDB, Inc. - Class A Common Stock MDB | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
STERIS plc STE | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Vaxcyte, Inc. - Common Stock PCVX | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Flex Ltd. - Ordinary Shares FLEX | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
LPL Financial Holdings Inc. - Common Stock LPLA | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Sensata Technologies Holding plc Ordinary Shares ST | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Vaxcyte, Inc. - Common Stock PCVX | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
BNP PARIBAS ORD Ticker BNP FP BNPQF | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Boston Scientific Corporation Common Stock BSX | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
BridgeBio Pharma, Inc. - Common Stock BBIO | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
FirstService Corporation - Common Shares FSV | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Flex Ltd. - Ordinary Shares FLEX | Sale | Self | $50,001 - $100,000 | 2026-06-08 #20034713 | |
Gildan Activewear, Inc. Class A Sub. Vot. Common Stock GIL | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Sensata Technologies Holding plc Ordinary Shares ST | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
StandardAero, Inc. Common Stock SARO | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
STERIS plc STE | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Thales Ordinary Shares Ticker HO FP THLEF | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Veralto Corp Common Stock VLTO | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Wayfair Inc. Class A Common Stock W | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Coterra Energy Inc. Common Stock Exchange of Coterra Energy Inc. Common Stock (CTRA) for Devon Energy Corp (DVN) following merger. CTRA | Exchange | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Palantir Technologies Inc. - Class A Common Stock PLTR | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Primoris Services Corporation PRIM | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
FirstService Corporation - Common Shares FSV | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Flex Ltd. - Ordinary Shares FLEX | Sale | Self | $15,001 - $50,000 | 2026-06-08 #20034713 | |
LPL Financial Holdings Inc. - Common Stock LPLA | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Sensata Technologies Holding plc Ordinary Shares ST | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Wayfair Inc. Class A Common Stock W | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Alphabet Inc. - Class A Common Stock GOOGL | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Fabrinet Ordinary Shares FN | Purchase | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
Revvity, Inc. Common Stock RVTY | Purchase | Self | $15,001 - $50,000 | 2026-06-08 #20034713 | |
Viavi Solutions Inc. - Common Stock VIAV | Sale | Self | $1,001 - $15,000 | 2026-06-08 #20034713 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
FirstService Corporation - Common Shares FSV | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Flex Ltd. - Ordinary Shares FLEX | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
LPL Financial Holdings Inc. - Common Stock LPLA | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Revvity, Inc. Common Stock RVTY | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Sensata Technologies Holding plc Ordinary Shares ST | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
SS&C Technologies Holdings, Inc. - Common Stock SSNC | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
STERIS plc STE | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Veralto Corp Common Stock VLTO | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Wayfair Inc. Class A Common Stock W | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
BridgeBio Pharma, Inc. - Common Stock BBIO | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Gildan Activewear, Inc. Class A Sub. Vot. Common Stock GIL | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
SS&C Technologies Holdings, Inc. - Common Stock SSNC | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
STERIS plc STE | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Flex Ltd. - Ordinary Shares FLEX | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Gildan Activewear, Inc. Class A Sub. Vot. Common Stock GIL | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
FirstService Corporation - Common Shares FSV | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Gildan Activewear, Inc. Class A Sub. Vot. Common Stock GIL | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
SONY GROUP CORP Ticker 6758 JP SNEJF | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Hermes Intl S A Ordinary Shares Ticker RMS FP HESAF | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Amazon.com, Inc. - Common Stock AMZN | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Flex Ltd. - Ordinary Shares FLEX | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Gildan Activewear, Inc. Class A Sub. Vot. Common Stock GIL | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Flex Ltd. - Ordinary Shares FLEX | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Accenture plc Class A Ordinary Shares ACN | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Adobe Inc. - Common Stock ADBE | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Advanced Micro Devices, Inc. AMD | Purchase | Self | $15,001 - $50,000 | 2026-05-08 #20034500 | |
Alexandria Real Estate Equities, Inc. Common Stock ARE | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Amazon.com, Inc. - Common Stock AMZN | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Apollo Global Management, Inc. APO | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Applovin Corporation - Class A Common Stock APP | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Automatic Data Processing, Inc. - Common Stock ADP | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Booking Holdings Inc. - Common Stock BKNG | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Broadridge Financial Solutions, Inc. Common Stock BR | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Carvana Co. Class A Common Stock CVNA | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Charter Communications, Inc. - Class A Common Stock CHTR | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Cognizant Technology Solutions Corporation - Class A Common Stock CTSH | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Coinbase Global, Inc. - Class A Common Stock COIN | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Comcast Corporation - Class A Common Stock CMCSA | Sale | Self | $15,001 - $50,000 | 2026-05-08 #20034500 | |
ConAgra Brands, Inc. Common Stock CAG | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
CoStar Group, Inc. - Common Stock CSGP | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
CrowdStrike Holdings, Inc. - Class A Common Stock CRWD | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Datadog, Inc. - Class A Common Stock DDOG | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Domino's Pizza Inc - Common Stock DPZ | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Eli Lilly and Company Common Stock LLY | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
EPAM Systems, Inc. Common Stock EPAM | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Equifax, Inc. Common Stock EFX | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Fair Isaac Corporation Common Stock FICO | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Fidelity National Information Services, Inc. Common Stock FIS | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Fiserv, Inc. - Common Stock FISV | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Fortinet, Inc. - Common Stock FTNT | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Gartner, Inc. Common Stock IT | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Gen Digital Inc. - Common Stock GEN | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Global Payments Inc. Common Stock GPN | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
GoDaddy Inc. Class A Common Stock GDDY | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
International Business Machines Corporation Common Stock IBM | Purchase | Self | $15,001 - $50,000 | 2026-05-08 #20034500 | |
International Paper Company Common Stock IP | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Intuit Inc. - Common Stock INTU | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Jack Henry & Associates, Inc. - Common Stock JKHY | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Lumentum Holdings Inc. - Common Stock LITE | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Microsoft Corporation - Common Stock MSFT | Sale | Self | $15,001 - $50,000 | 2026-05-08 #20034500 | |
Mosaic Company MOS | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
News Corporation - Class B Common Stock NWS | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Nike, Inc. Common Stock NKE | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
NVIDIA Corporation - Common Stock NVDA | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Omnicom Group Inc. Common Stock OMC | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Palantir Technologies Inc. - Class A Common Stock PLTR | Purchase | Self | $15,001 - $50,000 | 2026-05-08 #20034500 | |
Palo Alto Networks, Inc. PANW | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Paychex, Inc. - Common Stock PAYX | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Paycom Software, Inc. Common Stock PAYC | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Robinhood Markets, Inc. - Class A Common Stock HOOD | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Roper Technologies, Inc. ROP | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
ServiceNow, Inc. Common Stock NOW | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
The Kraft Heinz Company - Common Stock KHC | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
The Trade Desk, Inc. - Class A Common Stock TTD | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Trimble Inc. - Common Stock TRMB | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Tyler Technologies, Inc. Common Stock TYL | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Uber Technologies, Inc. Common Stock UBER | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
UnitedHealth Group Incorporated Common Stock UNH | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Verisk Analytics, Inc. - Common Stock VRSK | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Verizon Communications Inc. Common Stock VZ | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Workday, Inc. - Class A Common Stock WDAY | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Zoetis Inc. Class A Common Stock ZTS | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Flex Ltd. - Ordinary Shares FLEX | Sale | Self | $15,001 - $50,000 | 2026-05-08 #20034500 | |
SS&C Technologies Holdings, Inc. - Common Stock SSNC | Sale | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
Veralto Corp Common Stock VLTO | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
LPL Financial Holdings Inc. - Common Stock LPLA | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
SS&C Technologies Holdings, Inc. - Common Stock SSNC | Sale | Self | $15,001 - $50,000 | 2026-05-08 #20034500 | |
Veralto Corp Common Stock VLTO | Purchase | Self | $1,001 - $15,000 | 2026-05-08 #20034500 | |
John Swett, CA, USD GO Bonds | Sale | Self | $100,001 - $250,000 | 2026-04-07 #20034285 | |
Advanced Energy Industries, Inc. - Common Stock AEIS | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
ALIBABA GROUP HOLDING LTD Ticker 9988 HK BABAF | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
California Health Facilities Financing Authority Rev Bonds | Purchase | Self | $250,001 - $500,000 | 2026-04-07 #20034285 | |
California State Public Works Board Lease Rev Bonds | Sale | Self | $50,001 - $100,000 | 2026-04-07 #20034285 | |
Charles Schwab Corporation SCHW | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Fabrinet Ordinary Shares FN | Purchase | Self | $15,001 - $50,000 | 2026-04-07 #20034285 | |
FirstService Corporation - Common Shares FSV | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Flex Ltd. - Ordinary Shares FLEX | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
LPL Financial Holdings Inc. - Common Stock LPLA | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
MACOM Technology Solutions Holdings, Inc. - Common Stock MTSI | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
StandardAero, Inc. Common Stock SARO | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Viavi Solutions Inc. - Common Stock VIAV | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
West Kern, CA, Community College District GO Bonds | Sale | Self | $250,001 - $500,000 | 2026-04-07 #20034285 | |
Arista Networks, Inc. Common Stock ANET | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Berkshire Hathaway Inc. New Common Stock BRK.B | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Broadcom Inc. - Common Stock AVGO | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Coherent Corp. COHR | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Corning Incorporated Common Stock GLW | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Illinois State General Obligation Bonds | Purchase | Self | $100,001 - $250,000 | 2026-04-07 #20034285 | |
MercadoLibre, Inc. - Common Stock MELI | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Micron Technology, Inc. - Common Stock MU | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
NVIDIA Corporation - Common Stock NVDA | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Transdigm Group Incorporated Common Stock TDG | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Archer-Daniels-Midland Company Common Stock ADM | Sale | Self | $50,001 - $100,000 | 2026-04-07 #20034285 | |
Miami International Holdings, Inc. Common Stock MIAX | Purchase | Self | $15,001 - $50,000 | 2026-04-07 #20034285 | |
BridgeBio Pharma, Inc. - Common Stock BBIO | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Applovin Corporation - Class A Common Stock APP | Sale | Self | $15,001 - $50,000 | 2026-04-07 #20034285 | |
BridgeBio Pharma, Inc. - Common Stock BBIO | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
DoorDash, Inc. - Common Stock DASH | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
FirstService Corporation - Common Shares FSV | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
TE Connectivity plc Ordinary Shares TEL | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Waters Corporation Common Stock WAT | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Amazon.com, Inc. - Common Stock AMZN | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Amazon.com, Inc. - Common Stock AMZN | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Berkshire Hathaway Inc. New Common Stock BRK.B | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Cadre Holdings, Inc. Common Stock CDRE | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
MercadoLibre, Inc. - Common Stock MELI | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Palantir Technologies Inc. Class A Common Stock PLTR | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Palantir Technologies Inc. Class A Common Stock PLTR | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Transdigm Group Incorporated Common Stock TDG | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Accenture plc Class A Ordinary Shares ACN | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Advanced Micro Devices, Inc. AMD | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Amazon.com, Inc. - Common Stock AMZN | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Apollo Global Management, Inc. APO | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Applovin Corporation - Class A Common Stock APP | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Block, Inc. Class A Common Stock, SQ | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Booking Holdings Inc. - Common Stock BKNG | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Charter Communications, Inc. - Class A Common Stock CHTR | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Cognizant Technology Solutions Corporation - Class A Common Stock CTSH | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
ConAgra Brands, Inc. Common Stock CAG | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
CoStar Group, Inc. - Common Stock CSGP | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
CrowdStrike Holdings, Inc. - Class A Common Stock CRWD | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Datadog, Inc. - Class A Common Stock DDOG | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
DoorDash, Inc. - Common Stock DASH | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Eli Lilly and Company Common Stock LLY | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
EPAM Systems, Inc. Common Stock EPAM | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Equifax, Inc. Common Stock EFX | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Everest Group, Ltd. Common Stock EG | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
FactSet Research Systems Inc. Common Stock FDS | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Fair Isaac Corporation Common Stock FICO | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Fidelity National Information Services, Inc. Common Stock FIS | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Fiserv, Inc. - Common Stock FISV | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Fortinet, Inc. - Common Stock FTNT | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Fox Corporation - Class B Common Stock FOX | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Gartner, Inc. Common Stock IT | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
GoDaddy Inc. Class A Common Stock GDDY | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
International Business Machines Corporation Common Stock IBM | Sale | Self | $15,001 - $50,000 | 2026-04-07 #20034285 | |
Kenvue Inc. Common Stock KVUE | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
KeyCorp Common Stock KEY | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
lululemon athletica inc. - Common Stock LULU | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Microsoft Corporation - Common Stock MSFT | Purchase | Self | $15,001 - $50,000 | 2026-04-07 #20034285 | |
Molson Coors Beverage Company Class B Common Stock TAP | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
NVIDIA Corporation - Common Stock NVDA | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Omnicom Group Inc. Common Stock OMC | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Palantir Technologies Inc. Class A Common Stock PLTR | Sale | Self | $15,001 - $50,000 | 2026-04-07 #20034285 | |
Palo Alto Networks, Inc. PANW | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Paramount Skydance Corporation - Class B Common Stock PSKY | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Paycom Software, Inc. Common Stock PAYC | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
PayPal Holdings, Inc. - Common Stock PYPL | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Pfizer, Inc. Common Stock PFE | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Robinhood Markets, Inc. - Class A Common Stock HOOD | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Roper Technologies, Inc. ROP | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Sandisk Corporation - Common Stock SNDK | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Tesla, Inc. - Common Stock TSLA | Sale | Self | $15,001 - $50,000 | 2026-04-07 #20034285 | |
The Cigna Group Common Stock CI | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
The Trade Desk, Inc. - Class A Common Stock TTD | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Tyler Technologies, Inc. Common Stock TYL | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Uber Technologies, Inc. Common Stock UBER | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
United Parcel Service, Inc. Common Stock UPS | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
UnitedHealth Group Incorporated Common Stock UNH | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
VeriSign, Inc. - Common Stock VRSN | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
VICI Properties Inc. Common Stock VICI | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Wells Fargo & Company Common Stock WFC | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Workday, Inc. - Class A Common Stock WDAY | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Zoetis Inc. Class A Common Stock ZTS | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
DigitalBridge Group, Inc. DBRG | Sale | Self | $50,001 - $100,000 | 2026-04-07 #20034285 | |
Federal Signal Corporation Common Stock FSS | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Halozyme Therapeutics, Inc. - Common Stock HALO | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Viavi Solutions Inc. - Common Stock VIAV | Sale | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Advanced Energy Industries, Inc. - Common Stock AEIS | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
AeroVironment, Inc. - Common Stock AVAV | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Agios Pharmaceuticals, Inc. - Common Stock AGIO | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Arcutis Biotherapeutics, Inc. - Common stock ARQT | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
AtriCure, Inc. - Common Stock ATRC | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Avient Corporation Common Stock AVNT | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Azenta, Inc. - Common Stock AZTA | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Boot Barn Holdings, Inc. Common Stock BOOT | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
BridgeBio Pharma, Inc. - Common Stock BBIO | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Cathay General Bancorp - Common Stock CATY | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Central Garden & Pet Company - Class A Common Stock Nonvoting CENTA | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Champion Homes, Inc. Common Stock SKY | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Crinetics Pharmaceuticals, Inc. - Common Stock CRNX | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
CSW Industrials, Inc. Common Stock CSW | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Enerpac Tool Group Corp. Common Stock EPAC | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Gates Industrial Corporation plc Ordinary Shares GTES | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Globus Medical, Inc. Class A Common Stock GMED | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Houlihan Lokey, Inc. Class A Common Stock HLI | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
IDACORP, Inc. Common Stock IDA | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
ITT Inc. Common Stock ITT | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Legence Corp. - Class A Common stock LGN | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Ligand Pharmaceuticals Incorporated - Common Stock LGND | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
MACOM Technology Solutions Holdings, Inc. - Common Stock MTSI | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
NorthWestern Energy Group, Inc. - Common Stock NWE | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Patrick Industries, Inc. - Common Stock PATK | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Primoris Services Corporation PRIM | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
RBC Bearings Incorporated Common Stock RBC | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Ryman Hospitality Properties, Inc. RHP | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Semtech Corporation - Common Stock SMTC | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Supernus Pharmaceuticals, Inc. - Common Stock SUPN | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Tandem Diabetes Care, Inc. - Common Stock TNDM | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Texas Roadhouse, Inc. - Common Stock TXRH | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
The Vita Coco Company, Inc. - Common Stock COCO | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
UFP Industries, Inc. - Common Stock UFPI | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Ultragenyx Pharmaceutical Inc. - Common Stock RARE | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Veracyte, Inc. - Common Stock VCYT | Purchase | Self | $1,001 - $15,000 | 2026-04-07 #20034285 | |
Federal Signal Corporation Common Stock FSS | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Thermon Group Holdings, Inc. Common Stock THR | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Taiwan Semiconductor Manufacturing Company Ltd. TSM | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Micron Technology, Inc. - Common Stock MU | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Oracle Corporation Common Stock ORCL | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Robinhood Markets, Inc. - Class A Common Stock HOOD | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Uber Technologies, Inc. Common Stock UBER | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Champion Homes, Inc. Common Stock SKY | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Tri Pointe Homes, Inc. Common Stock TPH | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
XIAOMI CORP Ticker 1810 HK XIACF | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
AppFolio, Inc. - Class A Common Stock APPF | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
PAR Technology Corporation Common Stock PAR | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Primoris Services Corporation PRIM | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
The Descartes Systems Group Inc. - Common Stock DSGX | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Ultragenyx Pharmaceutical Inc. - Common Stock RARE | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Veracyte, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
FirstService Corporation - Common Shares FSV | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
FirstService Corporation - Common Shares FSV | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Mitsubishi Heavy Industries Ltd Ordinary Shares Ticker 7011 JP MHVYF | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Coinbase Global, Inc. - 3Class A Common Stock COIN | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
TE Connectivity plc Ordinary Shares | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Abbott Laboratories Common Stock ABT | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Accenture plc Class A Ordinary Shares ACN | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Advanced Micro Devices, Inc. AMD | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Amazon.com, Inc. - Common Stock AMZN | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
AMETEK, Inc. AME | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Applovin Corporation - Class A Common Stock APP | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Arthur J. Gallagher & Co. Common Stock AJG | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Block, Inc. Class A Common Stock, SQ | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Booking Holdings Inc. - Common Stock BKNG | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Boston Scientific Corporation Common Stock BSX | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Capital One Financial Corporation Common Stock COF | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Chevron Corporation Common Stock CVX | Purchase | Self | $15,001 - $50,000 | 2026-03-09 #20034144 | |
ConAgra Brands, Inc. Common Stock CAG | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
ConocoPhillips Common Stock COP | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Coterra Energy Inc. Common Stock CTRA | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Domino's Pizza Inc - Common Stock DPZ | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
EOG Resources, Inc. Common Stock EOG | Purchase | Self | $15,001 - $50,000 | 2026-03-09 #20034144 | |
EQT Corporation Common Stock EQT | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Erie Indemnity Company - Class A Common Stock ERIE | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Everest Group, Ltd. Common Stock EG | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Expand Energy Corporation - Common Stock EXE | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Exxon Mobil Corporation Common Stock XOM | Purchase | Self | $50,001 - $100,000 | 2026-03-09 #20034144 | |
Fair Isaac Corporation Common Stock FICO | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Fidelity National Information Services, Inc. Common Stock FIS | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
First Solar, Inc. - Common Stock FSLR | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
FirstService Corporation - Common Shares FSV | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
FirstService Corporation - Common Shares FSV | Purchase | Self | $15,001 - $50,000 | 2026-03-09 #20034144 | |
Fiserv, Inc. - Common Stock FISV | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
GE Aerospace Common Stock GE | Sale | Self | $15,001 - $50,000 | 2026-03-09 #20034144 | |
General Dynamics Corporation Common Stock GD | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
General Mills, Inc. Common Stock GIS | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
GoDaddy Inc. Class A Common Stock GDDY | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Healthpeak Properties, Inc. Common Stock DOC | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Illumina, Inc. - Common Stock ILMN | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
International Business Machines Corporation Common Stock IBM | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Invesco Ltd Common Stock IVZ | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Invitation Homes Inc. Common Stock INVH | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Kenvue Inc. Common Stock KVUE | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Kinder Morgan, Inc. Common Stock KMI | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Micron Technology, Inc. - Common Stock MU | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Microsoft Corporation - Common Stock MSFT | Sale | Self | $15,001 - $50,000 | 2026-03-09 #20034144 | |
Occidental Petroleum Corporation Common Stock OXY | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
ONEOK, Inc. Common Stock OKE | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Pfizer, Inc. Common Stock PFE | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Progressive Corporation PGR | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Prudential Financial, Inc. Common Stock PRU | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Roper Technologies, Inc. ROP | Sale | Self | $15,001 - $50,000 | 2026-03-09 #20034144 | |
Skyworks Solutions, Inc. - Common Stock SWKS | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
STERIS plc STE | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Targa Resources, Inc. Common Stock TRGP | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
The Trade Desk, Inc. - Class A Common Stock TTD | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
United Airlines Holdings, Inc. - Common Stock UAL | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
UnitedHealth Group Incorporated Common Stock UNH | Sale | Self | $15,001 - $50,000 | 2026-03-09 #20034144 | |
VeriSign, Inc. - Common Stock VRSN | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Verisk Analytics, Inc. - Common Stock VRSK | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Walt Disney Company DIS | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Warner Bros. Discovery, Inc. - Series A Common Stock WBD | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Williams Companies, Inc. WMB | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Zoetis Inc. Class A Common Stock ZTS | Purchase | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share BABA | Purchase | Self | $50,001 - $100,000 | 2026-03-09 #20034144 | |
Taiwan Semiconductor Manufacturing Company Ltd. TSM | Purchase | Self | $100,001 - $250,000 | 2026-03-09 #20034144 | |
Applovin Corporation - Class A Common Stock APP | Sale | Self | $1,001 - $15,000 | 2026-03-09 #20034144 | |
Dayforce, Inc. Common Stock DAY | Sale | Self | $50,001 - $100,000 | 2026-03-09 #20034144 | |
Ajinomoto Company, Inc. Ordinary Shares 2802 JP AJINF | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
ALIBABA GROUP HOLDING LTD Ticker 9988 HK BABAF | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Banco Santander, S.A. Sponsored ADR Ticker SAN SM SAN | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Hermes Intl S A Ordinary Shares Ticker RMS FP HESAF | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
LEONARDO SPA ORD Ticker FNC IM FINMF | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Mitsubishi Heavy Industries Ltd Ordinary Shares Ticker 7011 JP MHVYF | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Rheinmetall Ag Ordinary Shares Ticker RHM GR RNMBF | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
TENCENT HLDIGS LTD Ticker 700 HK TCTZF | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
XIAOMI CORP Ticker 1810 HK XIACF | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Amazon.com, Inc. - Common Stock AMZN | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Arista Networks, Inc. Common Stock ANET | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
ASML Holding N.V. - New York Registry Shares ASML | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
AutoZone, Inc. Common Stock AZO | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Biogen Inc. - Common Stock BIIB | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Bloom Energy Corporation Class A Common Stock BE | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Boston Scientific Corporation Common Stock BSX | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
California Community Choice Financing Authority Rev Bonds | Purchase | Self | $250,001 - $500,000 | 2026-02-13 #20033983 | |
Cloudflare, Inc. Class A Common Stock NET | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Coinbase Global, Inc. - 3Class A Common Stock COIN | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Costco Wholesale Corporation - Common Stock COST | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Eaton Corporation, PLC Ordinary | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Home Depot, Inc. HD | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Intuitive Surgical, Inc. - Common Stock ISRG | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
MercadoLibre, Inc. - Common Stock MELI | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Meta Platforms, Inc. - Class A Common Stock META | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Milwaukee, Wisconsin GO Promissory Notes Series N2 | Sale | Self | $100,001 - $250,000 | 2026-02-13 #20033983 | |
NVIDIA Corporation - Common Stock NVDA | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Oracle Corporation Common Stock ORCL | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Perris, CA Union High School District GO Ref. Bonds | Sale | Self | $250,001 - $500,000 | 2026-02-13 #20033983 | |
Procter & Gamble Company PG | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Quanta Services, Inc. Common Stock PWR | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Redlands, CA, Uni. School District GO Bonds | Sale | Self | $50,001 - $100,000 | 2026-02-13 #20033983 | |
Robinhood Markets, Inc. - Class A Common Stock HOOD | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
San Francisco CA City & County, GO Bonds | Sale | Self | $250,001 - $500,000 | 2026-02-13 #20033983 | |
Taiwan Semiconductor Manufacturing Company Ltd. TSM | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Transdigm Group Incorporated Common Stock TDG | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Vertiv Holdings, LLC Class A Common Stock VRT | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
CoStar Group, Inc. - Common Stock CSGP | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Dollar Tree, Inc. - Common Stock DLTR | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
PTC Inc. - Common Stock PTC | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Veralto Corp Common Stock VLTO | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Workday, Inc. - Class A Common Stock WDAY | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
AeroVironment, Inc. - Common Stock AVAV | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
California Community Choice Financing Authority Rev Bonds | Purchase | Self | $250,001 - $500,000 | 2026-02-13 #20033983 | |
Enerpac Tool Group Corp. Common Stock EPAC | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Pan American Silver Corp. PAAS | Sale | Self | $50,001 - $100,000 | 2026-02-13 #20033983 | |
Wheaton Precious Metals Corp Common Shares WPM | Purchase | Self | $15,001 - $50,000 | 2026-02-13 #20033983 | |
Southeast Energy Authority Cooperative District, Alabama Bonds | Sale | Self | $250,001 - $500,000 | 2026-02-13 #20033983 | |
Advanced Energy Industries, Inc. - Common Stock AEIS | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Canadian Pacific Kansas City Limited Common Shares CP | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Credo Technology Group Holding Ltd - Ordinary Shares CRDO | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
MACOM Technology Solutions Holdings, Inc. - Common Stock MTSI | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Semtech Corporation - Common Stock SMTC | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Agree Realty Corporation Common Stock ADC | Sale | Self | $15,001 - $50,000 | 2026-02-13 #20033983 | |
Azenta, Inc. - Common Stock AZTA | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Cathay General Bancorp - Common Stock CATY | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Columbia Banking System, Inc. - Common Stock COLB | Sale | Self | $15,001 - $50,000 | 2026-02-13 #20033983 | |
CSW Industrials, Inc. Common Stock CSW | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
FB Financial Corporation Common Stock FBK | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Glacier Bancorp, Inc. GBCI | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Independence Realty Trust, Inc. Common Stock IRT | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Legence Corp. - Class A Common stock LGN | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Ligand Pharmaceuticals Incorporated - Common Stock LGND | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Medpace Holdings, Inc. - Common Stock MEDP | Sale | Self | $15,001 - $50,000 | 2026-02-13 #20033983 | |
National Health Investors, Inc. Common Stock NHI | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Perella Weinberg Partners - Class A Common Stock PWP | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Ryman Hospitality Properties, Inc. | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Schneider National, Inc. Common Stock SNDR | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Silgan Holdings Inc. SLGN | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Schneider Electric Sa Ordinary Shares Ticker SU FP SBGSF | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
AMETEK, Inc. AME | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
APA Corporation - Common Stock APA | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Baker Hughes Company - Common Stock BKR | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Brown & Brown, Inc. Common Stock BRO | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Cameco Corporation Common Stock CCJ | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Capital One Financial Corporation Common Stock COF | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
CF Industries Holdings, Inc. Common Stock CF | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Charles Schwab Corporation SCHW | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Chevron Corporation Common Stock CVX | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Chevron Corporation Common Stock CVX | Sale | Self | $15,001 - $50,000 | 2026-02-13 #20033983 | |
Chord Energy Corporation - Common Stock CHRD | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Chubb Limited Common Stock CB | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Cisco Systems, Inc. - Common Stock CSCO | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
CME Group Inc. - Class A Common Stock CME | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Comcast Corporation - Class A Common Stock CMCSA | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
ConAgra Brands, Inc. Common Stock CAG | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
ConocoPhillips Common Stock COP | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
D.R. Horton, Inc. Common Stock Value after sale <$1000 DHI | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
DuPont de Nemours, Inc. Common Stock DD | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
EOG Resources, Inc. Common Stock EOG | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Everest Group, Ltd. Common Stock EG | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Exxon Mobil Corporation Common Stock XOM | Sale | Self | $50,001 - $100,000 | 2026-02-13 #20033983 | |
FedEx Corporation Common Stock FDX | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
First Solar, Inc. - Common Stock FSLR | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
GE Aerospace Common Stock GE | Purchase | Self | $15,001 - $50,000 | 2026-02-13 #20033983 | |
GE Vernova Inc. Common Stock GEV | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
General Dynamics Corporation Common Stock GD | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Gulfport Energy Corporation Common Shares GPOR | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Halliburton Company Common Stock HAL | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Healthpeak Properties, Inc. Common Stock DOC | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Host Hotels & Resorts, Inc. - Common Stock HST | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Intel Corporation - Common Stock INTC | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Invesco Ltd Common Stock IVZ | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Kenvue Inc. Common Stock KVUE | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
KeyCorp Common Stock KEY | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Kinder Morgan, Inc. Common Stock KMI | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Lennar Corporation Class A Common Stock LEN | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Linde plc - Ordinary Shares LIN | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
LyondellBasell Industries NV Ordinary Shares Class A LYB | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Matador Resources Company Common Stock MTDR | Sale | Self | $15,001 - $50,000 | 2026-02-13 #20033983 | |
Mosaic Company MOS | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
ONEOK, Inc. Common Stock OKE | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Palantir Technologies Inc. - Class A Common Stock PLTR | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Progressive Corporation PGR | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Prudential Financial, Inc. Common Stock PRU | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Regency Centers Corporation REG | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
RTX Corporation Common Stock RTX | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Sandisk Corporation - Common Stock SNDK | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
SBA Communications Corporation - Class A Common Stock Value after sale <$1000 SBAC | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Skyworks Solutions, Inc. - Common Stock SWKS | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Solaris Energy Infrastructure, Inc. Class A Common Stock SEI | Sale | Self | $15,001 - $50,000 | 2026-02-13 #20033983 | |
Steel Dynamics, Inc. - Common Stock STLD | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Targa Resources, Inc. Common Stock TRGP | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
The Kraft Heinz Company - Common Stock KHC | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
The Trade Desk, Inc. - Class A Common Stock TTD | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
United Parcel Service, Inc. Common Stock UPS | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Valero Energy Corporation Common Stock VLO | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Ventas, Inc. Common Stock VTR | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Verisk Analytics, Inc. - Common Stock VRSK | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
VICI Properties Inc. Common Stock VICI | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Walt Disney Company DIS | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Warner Bros. Discovery, Inc. - Series A Common Stock WBD | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Williams Companies, Inc. WMB | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
ConocoPhillips Common Stock COP | Sale | Self | $15,001 - $50,000 | 2026-02-13 #20033983 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Ameris Bancorp - Common Stock ABCB | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
FB Financial Corporation Common Stock FBK | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Horace Mann Educators Corporation Common Stock HMN | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Ligand Pharmaceuticals Incorporated - Common Stock LGND | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Minerals Technologies Inc. Common Stock MTX | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Shake Shack, Inc. Class A Common Stock SHAK | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Silgan Holdings Inc. SLGN | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Skyward Specialty Insurance Group, Inc. - Common Stock SKWD | Purchase | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Texas Roadhouse, Inc. - Common Stock TXRH | Sale | Self | $1,001 - $15,000 | 2026-02-13 #20033983 | |
Rheinmetall Ag Ordinary Shares Ticker RHM GR RNMBF | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
ALIBABA GROUP HOLDING LTD Ticker 9988 HK BABAF | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Hermes Intl S A Ordinary Shares Ticker RMS FP HESAF | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
SCHNEIDER ELECTRIC SA Ticker SU FP SBGSF | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
TENCENT HLDIGS LTD Ticker 700 HK TCTZF | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
The Campbell's Company - Common Stock CPB | Purchase | Self | $50,001 - $100,000 | 2026-01-12 #20033762 | |
Wisconsin State Health & Educational Facilities Authority Rev. Bonds | Purchase | Self | $250,001 - $500,000 | 2026-01-12 #20033762 | |
XIAOMI CORP Ticker 1810 HK XIACF | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
AJINOMOTO CO INC Ticker 2802 JP AJINF | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Mitsubishi Heavy Industries Ltd Ordinary Shares Ticker 7011 JP MHVYF | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
NINTENDO CO LTD ORD Ticker 7974 JP NTDOF | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Amazon.com, Inc. - Common Stock AMZN | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Arista Networks, Inc. Common Stock ANET | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
AutoZone, Inc. Common Stock AZO | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Berkshire Hathaway Inc. New Common Stock BRK.B | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Bloom Energy Corporation Class A Common Stock BE | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Boston Scientific Corporation Common Stock BSX | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Cameco Corporation Common Stock CCJ | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Chevron Corporation Common Stock CVX | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Cloudflare, Inc. Class A Common Stock NET | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Coinbase Global, Inc. - Class A Common Stock COIN | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Costco Wholesale Corporation - Common Stock COST | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Eaton Corporation, PLC Ordinary Shares ETN | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Home Depot, Inc. HD | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
MercadoLibre, Inc. - Common Stock MELI | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Meta Platforms, Inc. - Class A Common Stock META | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
NVIDIA Corporation - Common Stock NVDA | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Oracle Corporation Common Stock ORCL | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Procter & Gamble Company PG | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Quanta Services, Inc. Common Stock PWR | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Robinhood Markets, Inc. - Class A Common Stock HOOD | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Roblox Corporation Class A Common Stock RBLX | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Spotify Technology S.A. Ordinary Shares SPOT | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Taiwan Semiconductor Manufacturing Company Ltd. TSM | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Transdigm Group Incorporated Common Stock TDG | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Vertiv Holdings, LLC Class A Common Stock VRT | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Abbott Laboratories Common Stock ABT | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Accenture plc Class A Ordinary Shares ACN | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Advanced Micro Devices, Inc. AMD | Sale | Self | $15,001 - $50,000 | 2026-01-12 #20033762 | |
Alexandria Real Estate Equities, Inc. Common Stock ARE | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Amazon.com, Inc. - Common Stock AMZN | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Amcor plc Ordinary Shares AMCR | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Applovin Corporation - Class A Common Stock APP | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Arthur J. Gallagher & Co. Common Stock AJG | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Baker Hughes Company - Common Stock BKR | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Block, Inc. Class A Common Stock, SQ | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Boeing Company BA | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Booking Holdings Inc. - Common Stock BKNG | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Bristol-Myers Squibb Company Common Stock BMY | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
BXP, Inc. Common Stock BXP | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Cboe Global Markets, Inc. CBOE | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Clorox Company CLX | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Coinbase Global, Inc. - Class A Common Stock COIN | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
ConAgra Brands, Inc. Common Stock CAG | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Constellation Brands, Inc. Common Stock STZ | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Coterra Energy Inc. Common Stock CTRA | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Crown Castle Inc. Common Stock CCI | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Erie Indemnity Company - Class A Common Stock ERIE | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Expand Energy Corporation - Common Stock EXE | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Fair Isaac Corporation Common Stock FICO | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Fidelity National Information Services, Inc. Common Stock FIS | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Fiserv, Inc. - Common Stock FISV | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
GE Vernova Inc. Common Stock GEV | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
General Mills, Inc. Common Stock GIS | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Global Payments Inc. Common Stock GPN | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Halliburton Company Common Stock HAL | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
International Business Machines Corporation Common Stock IBM | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Invitation Homes Inc. Common Stock INVH | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Lennar Corporation Class A Common Stock LEN | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Linde plc - Ordinary Shares LIN | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Lockheed Martin Corporation Common Stock LMT | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
McKesson Corporation Common Stock MCK | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Merck & Company, Inc. Common Stock MRK | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Microsoft Corporation - Common Stock MSFT | Sale | Self | $15,001 - $50,000 | 2026-01-12 #20033762 | |
Mitsubishi UFJ Financial Group Inc Ordinary Shares Ticker 8306 JP MBFJF | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
NVIDIA Corporation - Common Stock NVDA | Sale | Self | $15,001 - $50,000 | 2026-01-12 #20033762 | |
Oracle Corporation Common Stock ORCL | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Pfizer, Inc. Common Stock PFE | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Public Storage Common Stock PSA | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Quanta Services, Inc. Common Stock PWR | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Realty Income Corporation Common Stock O | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
SBA Communications Corporation - | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Targa Resources, Inc. Common Stock TRGP | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
The Campbell's Company - Common Stock CPB | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
The Cigna Group Common Stock CI | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Uber Technologies, Inc. Common Stock UBER | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
United Airlines Holdings, Inc. - Common Stock UAL | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
UnitedHealth Group Incorporated Common Stock UNH | Purchase | Self | $15,001 - $50,000 | 2026-01-12 #20033762 | |
VeriSign, Inc. - Common Stock VRSN | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Verisk Analytics, Inc. - Common Stock VRSK | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
VICI Properties Inc. Common Stock VICI | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Zoetis Inc. Class A Common Stock ZTS | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
AstraZeneca PLC - American Depositary Shares Ticker AZN LN AZN | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Ferrari N.V. Common Shares RACE | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Broadcom Inc. - Common Stock AVGO | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
San Rafael, CA Elementary School District GO Bonds | Purchase | Self | $100,001 - $250,000 | 2026-01-12 #20033762 | |
AeroVironment, Inc. - Common Stock AVAV | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Agios Pharmaceuticals, Inc. - Common Stock AGIO | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Arcutis Biotherapeutics, Inc. - Common stock ARQT | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
ITT Inc. Common Stock ITT | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Kellanova Common Stock K | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Primoris Services Corporation PRIM | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Supernus Pharmaceuticals, Inc. - Common Stock SUPN | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
The Vita Coco Company, Inc. - Common Stock COCO | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Aramark Common Stock ARMK | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
California State Dept. of Water Resources CVP Revenue Bonds | Purchase | Self | $100,001 - $250,000 | 2026-01-12 #20033762 | |
Canadian Pacific Kansas City Limited Common Shares CP | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Charles Schwab Corporation SCHW | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
CoStar Group, Inc. - Common Stock CSGP | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Flex Ltd. - Ordinary Shares FLEX | Sale | Self | $15,001 - $50,000 | 2026-01-12 #20033762 | |
Global Payments Inc. Common Stock GPN | Sale | Self | $15,001 - $50,000 | 2026-01-12 #20033762 | |
Intuitive Surgical, Inc. - Common Stock ISRG | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Los Angeles, CA, Dept. Wtr. & Pwr. Wtrwks. Rev. Bonds | Sale | Self | $250,001 - $500,000 | 2026-01-12 #20033762 | |
LPL Financial Holdings Inc. - Common Stock LPLA | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Netflix, Inc. - Common Stock NFLX | Sale | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
StandardAero, Inc. Common Stock SARO | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Stryker Corporation Common Stock SYK | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
The Cooper Companies, Inc. COO | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Workday, Inc. - Class A Common Stock WDAY | Purchase | Self | $1,001 - $15,000 | 2026-01-12 #20033762 | |
Southeast Energy Authority Cooperative District, Alabama Bonds | Purchase | Self | $250,001 - $500,000 | 2025-12-15 #20033619 | |
Alphabet Inc. - Class A Common Stock GOOGL | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
First Watch Restaurant Group, Inc. - Common Stock FWRG | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Spotify Technology S.A. Ordinary Shares SPOT | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
TKO Group Holdings, Inc. Class A Common Stock TKO | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Portola Valley, CA Sch. Dist. Go Bonds | Sale | Self | $250,001 - $500,000 | 2025-12-15 #20033619 | |
Legence Corp. - Class A Common stock LGN | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Primoris Services Corporation PRIM | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
RBC Bearings Incorporated Common Stock RBC | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Stifel Financial Corporation Common Stock SF | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests LB | Purchase | Self | $15,001 - $50,000 | 2025-12-15 #20033619 | |
DBS GROUP HLDGS LTD ORD DBSDF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests LB | Purchase | Self | $50,001 - $100,000 | 2025-12-15 #20033619 | |
Mitsubishi Heavy Industries Ltd Ordinary Shares Ticker 7011 JP MHVYF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Mitsubishi UFJ Financial Group Inc Ordinary Shares Ticker 8306 JP MBFJF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
NINTENDO CO LTD ORD Ticker 7974 JP NTDOF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Tencent Holdings Limited Ordinary Shares Ticker 700 HK TCTZF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share BABA | Purchase | Self | $15,001 - $50,000 | 2025-12-15 #20033619 | |
ALIBABA GROUP HOLDING LTD Ticker 9988HK BABAF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Allianz SE ADS Ticker ALV GR AZSEY | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
AstraZeneca PLC - American Depositary Shares Ticker AZN LN AZN | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Barclays Plc Ord Ordinary Shares Ticker BARC LN BCLYF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Ferrari N.V. Common Shares RACE | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
HERMES INTL SA Ticker RMS FP HESAF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Iberdrola SA Bilbao Ordinary Shares Ticker IBESM IBDSF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Rheinmetall Ag Ordinary Shares Ticker RHM GR RNMBF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
SCHNEIDER ELECTRIC SA Ticker SU FP SBGSF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
SIEMENS ENERGY AG Ticker ENR GR SMEGF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
UNICREDITO SPA ORD NEW Ticker UCGIM UNCFF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
XIAOMI CORP Ticker 1810HK XIACF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Abbott Laboratories Common Stock ABT | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Advanced Micro Devices, Inc. AMD | Purchase | Self | $15,001 - $50,000 | 2025-12-15 #20033619 | |
Alexandria Real Estate Equities, Inc. Common Stock ARE | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Alphabet Inc. - Class A Common Stock GOOGL | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Amazon.com, Inc. - Common Stock AMZN | Purchase | Self | $15,001 - $50,000 | 2025-12-15 #20033619 | |
Amazon.com, Inc. - Common Stock AMZN | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Amcor plc Ordinary Shares AMCR | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Apollo Global Management, Inc. APO | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Apple Inc. - Common Stock AAPL | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Applovin Corporation - Class A Common Stock APP | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Arista Networks, Inc. Common Stock ANET | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
AutoZone, Inc. Common Stock AZO | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Berkshire Hathaway Inc. New Common Stock BRK.B | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Block, Inc. Class A Common Stock, SQ | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Bloom Energy Corporation Class A Common Stock BE | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Booking Holdings Inc. - Common Stock BKNG | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Boston Scientific Corporation Common Stock BSX | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Broadcom Inc. - Common Stock AVGO | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Brown & Brown, Inc. Common Stock BRO | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
BXP, Inc. Common Stock BXP | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Cameco Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Caterpillar, Inc. Common Stock CAT | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Chevron Corporation Common Stock CVX | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Chipotle Mexican Grill, Inc. Common Stock CMG | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Cloudflare, Inc. Class A Common Stock NET | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Coinbase Global, Inc. - Class A Common Stock COIN | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Comcast Corporation - Class A Common Stock CMCSA | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Constellation Brands, Inc. Common Stock STZ | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Coterra Energy Inc. Common Stock CTRA | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
CSW Industrials, Inc. Common Stock CSW | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
D.R. Horton, Inc. Common Stock DHI | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Deckers Outdoor Corporation DECK | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Dow Inc. Common Stock DOW | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Eaton Corporation, PLC Ordinary Shares ETN | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Eli Lilly and Company Common Stock LLY | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Everest Group, Ltd. Common Stock EG | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Expand Energy Corporation - Common Stock EXE | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
FactSet Research Systems Inc. Common Stock FDS | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Fidelity National Information Services, Inc. Common Stock FIS | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Fiserv, Inc. - Common Stock FISV | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Freeport-McMoRan, Inc. Common Stock FCX | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
GE Vernova Inc. Common Stock GEV | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Global Payments Inc. Common Stock GPN | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Home Depot, Inc. HD | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Honeywell International Inc. HON | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Intel Corporation - Common Stock INTC | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
International Business Machines | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
International Flavors & Fragrances, Inc. Common Stock IFF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
International Paper Company Common Stock IP | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Intuitive Surgical, Inc. - Common Stock ISRG | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Jack Henry & Associates, Inc. - Common Stock JKHY | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
JP Morgan Chase & Co. Common Stock JPM | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Lennar Corporation Class A Common Stock LEN | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Lockheed Martin Corporation Common Stock LMT | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
M&T Bank Corporation Common Stock MTB | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Mastercard Incorporated Common Stock MA | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
McKesson Corporation Common Stock MCK | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
MercadoLibre, Inc. - Common Stock MELI | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Merck & Company, Inc. Common Stock MRK | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Meta Platforms, Inc. - Class A FB | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Microsoft Corporation - Common Stock MSFT | Purchase | Self | $50,001 - $100,000 | 2025-12-15 #20033619 | |
Molson Coors Beverage Company Class B Common Stock TAP | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
MongoDB, Inc. - Class A Common Stock MDB | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Morgan Stanley Common Stock MS | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Netflix, Inc. - Common Stock NFLX | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
NVIDIA Corporation - Common Stock NVDA | Purchase | Self | $15,001 - $50,000 | 2025-12-15 #20033619 | |
NXP Semiconductors N.V. - Common Stock NXPI | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
ONEOK, Inc. Common Stock OKE | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Oracle Corporation Common Stock ORCL | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Palantir Technologies Inc. Class A Common Stock PLTR | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Pfizer, Inc. Common Stock PFE | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Procter & Gamble Company PG | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Quanta Services, Inc. Common Stock PWR | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Regeneron Pharmaceuticals, Inc. - Common Stock REGN | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Robinhood Markets, Inc. - Class A Common Stock HOOD | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Roblox Corporation Class A Common Stock RBLX | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Smurfit WestRock plc Ordinary Shares SW | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Spotify Technology S.A. Ordinary Shares SPOT | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Stryker Corporation Common Stock SYK | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Synopsys, Inc. - Common Stock SNPS | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Taiwan Semiconductor Manufacturing Company Ltd. TSM | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Targa Resources, Inc. Common Stock TRGP | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
The Campbell's Company - Common Stock CPB | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Transdigm Group Incorporated Common Stock TDG | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Uber Technologies, Inc. Common Stock UBER | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
United Parcel Service, Inc. Common Stock UPS | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Verisk Analytics, Inc. - Common Stock VRSK | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Vertiv Holdings, LLC Class A Common Stock VRT | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Viatris Inc. - Common Stock VTRS | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Walmart Inc. Common Stock WMT | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Warner Bros. Discovery, Inc. - Series A Common Stock WBD | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Wells Fargo & Company Common Stock WFC | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Wheaton Precious Metals Corp Common Shares WPM | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Zoetis Inc. Class A Common Stock ZTS | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Canadian Pacific Kansas City Limited Common Shares CP | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
StandardAero, Inc. Common Stock SARO | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Alkami Technology, Inc. - Common Stock ALKT | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
BioCryst Pharmaceuticals, Inc. - Common Stock BCRX | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Intapp, Inc. - Common Stock INTA | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
MACOM Technology Solutions Holdings, Inc. - Common Stock MTSI | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Novanta Inc. - Common Shares NOVT | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Viavi Solutions Inc. - Common Stock VIAV | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Amdocs Limited - Ordinary Shares DOX | Sale | Self | $15,001 - $50,000 | 2025-12-15 #20033619 | |
Boeing Company BA | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Bristol-Myers Squibb Company Common Stock BMY | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
BYD Company Ltd H Shares BYDDF | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Canadian Pacific Kansas City Limited Common Shares CP | Purchase | Self | $15,001 - $50,000 | 2025-12-15 #20033619 | |
Cboe Global Markets, Inc. CBOE | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Clorox Company CLX | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Comcast Corporation - Class A Common Stock CMCSA | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
ConAgra Brands, Inc. Common Stock CAG | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
DuPont de Nemours, Inc. Common Stock DD | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Fiserv, Inc. - Common Stock FISV | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Halliburton Company Common Stock HAL | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Humana Inc. Common Stock HUM | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
International Business Machines Corporation Common Stock IBM | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Jack Henry & Associates, Inc. - Common Stock JKHY | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Kenvue Inc. Common Stock KVUE | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Kimberly-Clark Corporation Common Stock KMB | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
lululemon athletica inc. - Common Stock LULU | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Microsoft Corporation - Common Stock MSFT | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Molina Healthcare Inc Common Stock MOH | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Occidental Petroleum Corporation Common Stock OXY | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Realty Income Corporation Common Stock O | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
SBA Communications Corporation - Class A Common Stock SBAC | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Super Micro Computer, Inc. - Common Stock SMCI | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Targa Resources, Inc. Common Stock TRGP | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
The Cigna Group Common Stock CI | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
UnitedHealth Group Incorporated Common Stock UNH | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Ventas, Inc. Common Stock VTR | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Veracyte, Inc. - Common Stock VCYT | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
WaterBridge Infrastructure LLC Class A Shares Representing Limited | Purchase | Self | $50,001 - $100,000 | 2025-12-15 #20033619 | |
WaterBridge Infrastructure LLC Class A Shares Representing Limited Liability Company Interests WBI | Purchase | Self | $100,001 - $250,000 | 2025-12-15 #20033619 | |
RESONA HOLDINGS INC Ticker 8308JP RSNHF | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
KKR & Co. Inc. Common Stock KKR | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Palantir Technologies Inc. - Class A Common Stock PLTR | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Roblox Corporation Class A Common Stock RBLX | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
SAP SE ADS SAP | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
ServiceNow, Inc. Common Stock NOW | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
CSW Industrials, Inc. Common Stock CSW | Purchase | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
ITT Inc. Common Stock ITT | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Primoris Services Corporation PRIM | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
SPX Technologies, Inc. Common Stock SPXC | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
UFP Industries, Inc. - Common Stock UFPI | Sale | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Qnity Electronics, Inc. Common Stock Received shares following spinoff from Dupont de Nemours Inc. (DD). Q | Exchange | Self | $1,001 - $15,000 | 2025-12-15 #20033619 | |
Commvault Systems, Inc. - Common Stock CVLT | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
The Descartes Systems Group Inc. - Common Stock DSGX | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Cohen & Steers Inc Common Stock CNS | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Credo Technology Group Holding Ltd - Ordinary Shares CRDO | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Enerpac Tool Group Corp. Common Stock EPAC | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Sterling Infrastructure, Inc. - Common Stock STRL | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
UFP Industries, Inc. - Common Stock UFPI | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Dbs Group Holdings Ltd Ord Ordinary Shares DBSDF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
AJINOMOTO CO INC Ticker 2802 JP AJINF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
ALIBABA GROUP HOLDING LTD Ticker 9988 HK BABAF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Allianz SE ADS Ticker ALV GR AZSEY | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
AstraZeneca PLC - American Depositary Shares Ticker AZN LN AZN | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Barclays Plc Ord Ordinary Shares Ticker BARC LN BCLYF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Ferrari N.V. Common Shares RACE | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Hermes Intl S A Ordinary Shares Ticker RMSFP HESAF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Iberdrola SA Bilbao Ordinary Shares Ticker IBE SM IBDSF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Mitsubishi Heavy Industries Ltd Ordinary Shares Ticker 7011 JP MHVYF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Mitsubishi UFJ Financial Group Inc Ordinary Shares Ticker 8306 JP MBFJF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
NINTENDO CO LTD ORD Ticker 7974 JP NTDOF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Rheinmetall Ag Ordinary Shares Ticker RHM GR RNMBF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
SAP SE ADS Ticker SAP GR SAP | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
SCHNEIDER ELECTRIC SA Ticker SU FP SBGSF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
SIEMENS ENERGY AG Ticker ENR GR SMEGF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
TENCENT HLDIGS LTD Ticker 100 HK TCTZF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
UNICREDITO SPA ORD NEW Ticker UCG IM UNCFF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
XIAOMI CORP Ticker 1810 HK XIACF | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share BABA | Purchase | Self | $15,001 - $50,000 | 2025-11-18 #20033455 | |
Alphabet Inc. - Class A Common Stock GOOGL | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Amazon.com, Inc. - Common Stock AMZN | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Apple Inc. - Common Stock AAPL | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Applovin Corporation - Class A Common Stock APP | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Arista Networks, Inc. Common Stock ANET | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Berkshire Hathaway Inc. New Common Stock BRK.B | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Bloom Energy Corporation Class A Common Stock BE | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Boston Scientific Corporation Common Stock BSX | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Broadcom Inc. - Common Stock AVGO | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Cameco Corporation Common Stock CCJ | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Caterpillar, Inc. Common Stock CAT | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Chevron Corporation Common Stock CVX | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Cloudflare, Inc. Class A Common Stock NET | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Coinbase Global, Inc. - Class A Common Stock COIN | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Costco Wholesale Corporation - Common Stock COST | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Flex Ltd. - Ordinary Shares FLEX | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Freeport-McMoRan, Inc. Common Stock FCX | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Home Depot, Inc. HD | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
JP Morgan Chase & Co. Common Stock JPM | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
KKR & Co. Inc. Common Stock KKR | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Mastercard Incorporated Common Stock MA | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
MercadoLibre, Inc. - Common Stock MELI | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Meta Platforms, Inc. - Class A Common Stock META | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
MongoDB, Inc. - Class A Common Stock MDB | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Morgan Stanley Common Stock MS | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Netflix, Inc. - Common Stock NFLX | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
NVIDIA Corporation - Common Stock NVDA | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
NXP Semiconductors N.V. - Common Stock NXPI | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Oracle Corporation Common Stock ORCL | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Procter & Gamble Company PG | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Quanta Services, Inc. Common Stock PWR | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Robinhood Markets, Inc. - Class A Common Stock HOOD | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
ServiceNow, Inc. Common Stock NOW | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Spotify Technology S.A. Ordinary | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Stryker Corporation Common Stock SYK | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Taiwan Semiconductor Manufacturing | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Transdigm Group Incorporated Common Stock TDG | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Uber Technologies, Inc. Common Stock UBER | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Vertiv Holdings, LLC Class A Common Stock VRT | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Walmart Inc. Common Stock WMT | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Wheaton Precious Metals Corp Common Shares WPM | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Fountain Valley, CA Public Financing Authority Bonds | Sale | Self | $100,001 - $250,000 | 2025-11-18 #20033455 | |
GoDaddy Inc. Class A Common Stock GDDY | Sale | Self | $15,001 - $50,000 | 2025-11-18 #20033455 | |
Amdocs Limited - Ordinary Shares DOX | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
APi Group Corporation Common Stock APG | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
CoStar Group, Inc. - Common Stock CSGP | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Eaton Corporation, PLC Ordinary Shares ETN | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
GoDaddy Inc. Class A Common Stock GDDY | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
San Diego, CA, Cmnty. College Dist. GO Bonds | Sale | Self | $100,001 - $250,000 | 2025-11-18 #20033455 | |
Wiseburn, CA, Unified School District GO Ref. A Bonds | Sale | Self | $50,001 - $100,000 | 2025-11-18 #20033455 | |
Workday, Inc. - Class A Common Stock WDAY | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share BABA | Purchase | Self | $15,001 - $50,000 | 2025-11-18 #20033455 | |
GoDaddy Inc. Class A Common Stock GDDY | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
StandardAero, Inc. Common Stock SARO | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Workday, Inc. - Class A Common Stock WDAY | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Applovin Corporation - Class A Common Stock APP | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Artivion, Inc. Common Stock AORT | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Azenta, Inc. - Common Stock AZTA | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Bristol-Myers Squibb Company Common Stock BMY | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Coinbase Global, Inc. - Class A Common Stock COIN | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Comcast Corporation - Class A Common Stock CMCSA | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
ConAgra Brands, Inc. Common Stock CAG | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Cytokinetics, Incorporated - Common Stock CYTK | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Edison International Common Stock EIX | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Medpace Holdings, Inc. - Common Stock MEDP | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Microsoft Corporation - Common Stock MSFT | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Palantir Technologies Inc. - Class A Common Stock PLTR | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Phreesia, Inc. Common Stock PHR | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Supernus Pharmaceuticals, Inc. - Common Stock SUPN | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Synopsys, Inc. - Common Stock SNPS | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
UnitedHealth Group Incorporated Common Stock UNH | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Milwaukee, Wisconsin GO Promissory Notes Series N2 | Purchase | Self | $250,001 - $500,000 | 2025-11-18 #20033455 | |
Missouri Health and Educational Facilities Authority Revenue Bonds | Purchase | Self | $250,001 - $500,000 | 2025-11-18 #20033455 | |
New York Liberty Development Corporation Revenue Bonds | Purchase | Self | $250,001 - $500,000 | 2025-11-18 #20033455 | |
Washington State Health Care Facilities Authority Revenue Bonds | Purchase | Self | $250,001 - $500,000 | 2025-11-18 #20033455 | |
APi Group Corporation Common Stock APG | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
California State Public Works Board Lease Rev. Bonds | Sale | Self | $250,001 - $500,000 | 2025-11-18 #20033455 | |
Flex Ltd. - Ordinary Shares FLEX | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
GoDaddy Inc. Class A Common Stock GDDY | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Netflix, Inc. - Common Stock NFLX | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Perris, CA Union High School District GO Ref. Bonds | Sale | Self | $100,001 - $250,000 | 2025-11-18 #20033455 | |
StandardAero, Inc. Common Stock SARO | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Workday, Inc. - Class A Common Stock WDAY | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
AeroVironment, Inc. - Common Stock AVAV | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Chula Vista, CA Elementary School Bonds | Sale | Self | $250,001 - $500,000 | 2025-11-18 #20033455 | |
Columbia Banking System, Inc. - Common Stock COLB | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Commvault Systems, Inc. - Common Stock CVLT | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Insmed Incorporated - Common Stock INSM | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Long Beach, CA Unified School District Bonds | Sale | Self | $15,001 - $50,000 | 2025-11-18 #20033455 | |
Skyward Specialty Insurance Group, Inc. - Common Stock SKWD | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Sterling Infrastructure, Inc. - Common Stock STRL | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
The Baldwin Insurance Group, Inc. - Class A Common Stock BWIN | Sale | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
StandardAero, Inc. Common Stock SARO | Purchase | Self | $1,001 - $15,000 | 2025-11-18 #20033455 | |
Amdocs Limited - Ordinary Shares DOX | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
StandardAero, Inc. Common Stock SARO | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
AJINOMOTO CO INC Ticker 2802 JP AJINF | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Amdocs Limited - Ordinary Shares DOX | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Anaheim CA Elementary School District GO Bonds | Sale | Self | $100,001 - $250,000 | 2025-10-10 #20032248 | |
APi Group Corporation Common Stock APG | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Bay Area Toll Authority, CA, Toll Bridge Revenue Bonds | Sale | Self | $500,001 - $1,000,000 | 2025-10-10 #20032248 | |
Cajon Valley, CA, Unified School District GO Bonds | Sale | Self | $50,001 - $100,000 | 2025-10-10 #20032248 | |
Calaveras County, CA GO Ref. Bonds | Sale | Self | $15,001 - $50,000 | 2025-10-10 #20032248 | |
California State GO Bonds | Sale | Self | $500,001 - $1,000,000 | 2025-10-10 #20032248 | |
CoStar Group, Inc. - Common Stock CSGP | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Eastern Municipal Water District Financing Authority, CA, Water & Wastewater Revenue Bonds | Sale | Self | $250,001 - $500,000 | 2025-10-10 #20032248 | |
Fortive Corporation Common Stock FTV | Sale | Self | $15,001 - $50,000 | 2025-10-10 #20032248 | |
Gilroy, CA, Unified School District GO Bonds | Sale | Self | $250,001 - $500,000 | 2025-10-10 #20032248 | |
GoDaddy Inc. Class A Common Stock GDDY | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Healdsburg, CA Unified School Dist. GO Bonds | Sale | Self | $50,001 - $100,000 | 2025-10-10 #20032248 | |
Los Angeles County, CA, Met. Transportation Authority Bonds | Sale | Self | $250,001 - $500,000 | 2025-10-10 #20032248 | |
Mitsubishi Heavy Industries Ltd Ordinary Shares Ticker 7011 JP MHVYF | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Oakland, CA GO Bonds | Sale | Self | $50,001 - $100,000 | 2025-10-10 #20032248 | |
PTC Inc. - Common Stock PTC | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
San Jacinto CA Uni. School Dist. GO Bonds | Sale | Self | $100,001 - $250,000 | 2025-10-10 #20032248 | |
Santa Clara County, CA, Financing Authority Bonds | Sale | Self | $250,001 - $500,000 | 2025-10-10 #20032248 | |
Selma, CA, Unified School District Bonds | Sale | Self | $100,001 - $250,000 | 2025-10-10 #20032248 | |
Southwestern Community College Dist. CA, Bonds | Sale | Self | $250,001 - $500,000 | 2025-10-10 #20032248 | |
StandardAero, Inc. Common Stock SARO | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Waters Corporation Common Stock WAT | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Moreno Valley, CA, USD Bonds | Sale | Self | $100,001 - $250,000 | 2025-10-10 #20032248 | |
Puente Basin Water Agency CA Bonds | Sale | Self | $250,001 - $500,000 | 2025-10-10 #20032248 | |
Aris Water Solutions, Inc. Class A Common Stock ARIS | Sale | Self | $15,001 - $50,000 | 2025-10-10 #20032248 | |
Bloom Energy Corporation Class A Common Stock BE | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Bucks County, PA Industrial Development Authority Hospital Rev Bonds | Purchase | Self | $250,001 - $500,000 | 2025-10-10 #20032248 | |
U.S. Bancorp Common Stock USB | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Waste Management, Inc. Common Stock WM | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
WaterBridge Infrastructure LLC Cl A Publicly traded stock WBI | Purchase | Self | $15,001 - $50,000 | 2025-10-10 #20032248 | |
Amdocs Limited - Ordinary Shares DOX | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
BridgeBio Pharma, Inc. - Common Stock BBIO | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
CoStar Group, Inc. - Common Stock CSGP | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Fortive Corporation Common Stock FTV | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
GoDaddy Inc. Class A Common Stock GDDY | Sale | Self | $15,001 - $50,000 | 2025-10-10 #20032248 | |
Insmed Incorporated - Common Stock INSM | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Thermon Group Holdings, Inc. Common Stock THR | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Workday, Inc. - Class A Common Stock WDAY | Purchase | Self | $15,001 - $50,000 | 2025-10-10 #20032248 | |
UNICREDITO SPA ORD NEW Ticker UCG IM UNCFF | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Aris Water Solutions, Inc. Class A Common Stock ARIS | Sale | Self | $15,001 - $50,000 | 2025-10-10 #20032248 | |
WaterBridge Infrastructure LLC Cl A Publicly traded stock WBI | Purchase | Self | $15,001 - $50,000 | 2025-10-10 #20032248 | |
Marsh & McLennan Companies, Inc. Common Stock MMC | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
APi Group Corporation Common Stock APG | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Chipotle Mexican Grill, Inc. Common Stock CMG | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Cloudflare, Inc. Class A Common Stock NET | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Flex Ltd. - Ordinary Shares FLEX | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Fortive Corporation Common Stock FTV | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Home Depot, Inc. HD | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
MongoDB, Inc. - Class A Common Stock MDB | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Okta, Inc. - Class A Common Stock OKTA | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Quanta Services, Inc. Common Stock PWR | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Revvity, Inc. Common Stock RVTY | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Sysco Corporation Common Stock SYY | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Wheaton Precious Metals Corp Common Shares WPM | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
ConAgra Brands, Inc. Common Stock CAG | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Halliburton Company Common Stock HAL | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Kellanova Common Stock K | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Kinder Morgan, Inc. Common Stock KMI | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Molson Coors Beverage Company Class B Common Stock TAP | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Northrop Grumman Corporation Common Stock NOC | Sale | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Southwest Airlines Company Common Stock LUV | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Super Micro Computer, Inc. - Common Stock SMCI | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Thermon Group Holdings, Inc. Common Stock THR | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
UnitedHealth Group Incorporated Common Stock UNH | Purchase | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Pacific Premier Bancorp Inc - Common Stock Exchange of Pacific Premier Bancorp Inc. (PPBI) for Columbia Banking System Inc. (COLB) following merger. PPBI | Exchange | Self | $1,001 - $15,000 | 2025-10-10 #20032248 | |
Avient Corporation Common Stock AVNT | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Chart Industries, Inc. GTLS | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Semtech Corporation - Common Stock SMTC | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Solaris Energy Infrastructure, Inc. | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Amdocs Limited - Ordinary Shares DOX | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Amdocs Limited - Ordinary Shares DOX | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
APi Group Corporation Common Stock APG | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Fortive Corporation Common Stock FTV | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
GoDaddy Inc. Class A Common Stock GDDY | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Intapp, Inc. - Common Stock INTA | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Semtech Corporation - Common Stock SMTC | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Waters Corporation Common Stock WAT | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Commvault Systems, Inc. - Common Stock CVLT | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Intapp, Inc. - Common Stock INTA | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Sterling Infrastructure, Inc. - Common Stock STRL | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Avantor, Inc. Common Stock AVTR | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Revvity, Inc. Common Stock RVTY | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Waters Corporation Common Stock WAT | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Avantor, Inc. Common Stock AVTR | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Waters Corporation Common Stock WAT | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
BridgeBio Pharma, Inc. - Common Stock BBIO | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Insmed Incorporated - Common Stock INSM | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Mitsubishi UFJ Financial Group Inc Ordinary Shares Ticker 8306JP MBFJF | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Ultragenyx Pharmaceutical Inc. - Common Stock RARE | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Hermes Intl S A Ordinary Shares Ticker RMFSP HESAF | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Berkshire Hathaway Inc. New Common Stock BRK.B | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Canadian Pacific Kansas City Limited Common Shares Ticker CPCN CP | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests LB | Purchase | Self | $50,001 - $100,000 | 2025-09-12 #20031022 | |
MetLife, Inc. Common Stock MET | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Mondelez International, Inc. - Class A Common Stock MDLZ | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Strategy Inc - Variable Rate Series A Perpetual Stretch Preferred Stock STRC | Purchase | Self | $15,001 - $50,000 | 2025-09-12 #20031022 | |
Valero Energy Corporation Common Stock VLO | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Adobe Inc. - Common Stock ADBE | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
APA Corporation - Common Stock APA | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
C.H. Robinson Worldwide, Inc. - Common Stock CHRW | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Cadence Design Systems, Inc. - Common Stock CDNS | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Centene Corporation Common Stock CNC | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Comcast Corporation - Class A Common Stock CMCSA | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
ConAgra Brands, Inc. Common Stock CAG | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Elevance Health, Inc. Common Stock ELV | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
General Mills, Inc. Common Stock GIS | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Halliburton Company Common Stock HAL | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Humana Inc. Common Stock HUM | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Kellanova Common Stock K | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Kinder Morgan, Inc. Common Stock KMI | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Lockheed Martin Corporation Common Stock LMT | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
McKesson Corporation Common Stock MCK | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Merck & Company, Inc. Common Stock MRK | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Microsoft Corporation - Common Stock MSFT | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Molina Healthcare Inc Common Stock MOH | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Molson Coors Beverage Company Class B Common Stock TAP | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Occidental Petroleum Corporation Common Stock OXY | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Oracle Corporation Common Stock | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Pfizer, Inc. Common Stock PFE | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Public Storage Common Stock PSA | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Realty Income Corporation Common Stock O | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Schlumberger N.V. Common Stock SLB | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Southwest Airlines Company Common Stock LUV | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
The Cigna Group Common Stock CI | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
United Parcel Service, Inc. Common Stock UPS | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
UnitedHealth Group Incorporated Common Stock UNH | Sale | Self | $15,001 - $50,000 | 2025-09-12 #20031022 | |
Zoetis Inc. Class A Common Stock ZTS | Sale | Self | $1,001 - $15,000 | 2025-09-12 #20031022 | |
Boston Scientific Corporation Common Stock BSX | Sale | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
CoStar Group, Inc. - Common Stock CSGP | Purchase | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
Dayforce, Inc. Common Stock DAY | Purchase | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
Medpace Holdings, Inc. - Common Stock MEDP | Sale | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
Avantor, Inc. Common Stock AVTR | Sale | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
Revvity, Inc. Common Stock RVTY | Purchase | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
ANSYS, Inc. - Common Stock ANSYS, Inc. (ANSS) stock exchanged for Synopsys Inc. (SNPS) following merger. ANSS | Exchange | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
Gulfport Energy Corporation Common Shares GPOR | Purchase | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
Ultragenyx Pharmaceutical Inc. - Common Stock RARE | Purchase | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
CoStar Group, Inc. - Common Stock CSGP | Purchase | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
PTC Inc. - Common Stock PTC | Purchase | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
Ralliant Corporation Common Stock RAL | Sale | Self | $15,001 - $50,000 | 2025-08-14 #20030901 | |
Robinhood Markets, Inc. - Class A Common Stock HOOD | Purchase | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
Ralliant Corporation Common Stock RAL | Sale | Self | $15,001 - $50,000 | 2025-09-12 #20031022 | |
Gulfport Energy Corporation Common Shares GPOR | Purchase | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
Insmed Incorporated - Common Stock INSM | Sale | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
Magnolia Oil & Gas Corporation Class A Common Stock MGY | Sale | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
Alameda County, CA Water District Financing Authority Bonds | Sale | Self | $50,001 - $100,000 | 2025-08-14 #20030901 | |
Daiichi Sankyo Co Ltd Ordinary Shares Ticker 4568 JP DSKYF | Sale | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
General Mills, Inc. Common Stock GIS | Purchase | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
Kellanova Common Stock K | Sale | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
Rio Tinto Plc Common Stock Ticker RIO LN RIO | Sale | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
SIEMENS ENERGY AG SMEGF | Purchase | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
Southwest Airlines Company Common Stock LUV | Purchase | Self | $1,001 - $15,000 | 2025-08-14 #20030901 | |
San Diego, CA Unified School District GO Bonds | Sale | Self | $50,001 - $100,000 | 2025-08-14 #20030901 | |
Applovin Corporation - Class A Common Stock APP | Purchase | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
SpringWorks Therapeutics, Inc. - common stock SWTX | Sale | Self | $15,001 - $50,000 | 2025-07-10 #20030634 | |
Amdocs Limited - Ordinary Shares DOX | Sale | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
CoStar Group, Inc. - Common Stock CSGP | Purchase | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
ASML Holding N.V. - New York Registry Shares ASML | Sale | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
CoStar Group, Inc. - Common Stock CSGP | Purchase | Self | $15,001 - $50,000 | 2025-07-10 #20030634 | |
XIAOMI CORP Ticker 1810HK XIACF | Purchase | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
Boston Scientific Corporation Common Stock BSX | Sale | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
Liberty Media Corporation - Series C Liberty Formula One Common Stock FWONK | Sale | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
Willis Towers Watson Public Limited Company - Ordinary Shares WTW | Sale | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
CoStar Group, Inc. - Common Stock CSGP | Purchase | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
NextEra Energy, Inc. Common Stock NEE | Sale | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
NXP Semiconductors N.V. - Common Stock NXPI | Purchase | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
Boot Barn Holdings, Inc. Common Stock BOOT | Sale | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
Champion Homes, Inc. Common Stock SKY | Purchase | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
Chart Industries, Inc. GTLS | Sale | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
HealthEquity, Inc. - Common Stock HQY | Sale | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
Pacific Premier Bancorp Inc - Common Stock PPBI | Sale | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
RBC Bearings Incorporated Common Stock RBC | Sale | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
Seacoast Banking Corporation of Florida - Common Stock SBCF | Purchase | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
Veracyte, Inc. - Common Stock VCYT | Purchase | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
Boston Scientific Corporation Common Stock BSX | Sale | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
Cadre Holdings, Inc. Common Stock CDRE | Purchase | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
Dayforce, Inc. Common Stock DAY | Purchase | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
GoDaddy Inc. Class A Common Stock GDDY | Sale | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
PTC Inc. - Common Stock PTC | Purchase | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
Revvity, Inc. Common Stock RVTY | Purchase | Self | $1,001 - $15,000 | 2025-07-10 #20030634 | |
Boeing Company BA | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Centene Corporation Common Stock CNC | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
ConAgra Brands, Inc. Common Stock CAG | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
ConocoPhillips Common Stock COP | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Elevance Health, Inc. Common Stock ELV | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Eli Lilly and Company Common Stock LLY | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Humana Inc. Common Stock HUM | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Johnson & Johnson Common Stock JNJ | Purchase | Self | $15,001 - $50,000 | 2025-06-06 #20030461 | |
Kinder Morgan, Inc. Common Stock KMI | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
L3Harris Technologies, Inc. Common Stock LHX | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Lennar Corporation Class A Common Stock LEN | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Lockheed Martin Corporation Common Stock LMT | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Merck & Company, Inc. Common Stock MRK | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Molina Healthcare Inc Common Stock MOH | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Northrop Grumman Corporation Common Stock NOC | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
O'Reilly Automotive, Inc. - Common Stock ORLY | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Pfizer, Inc. Common Stock PFE | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Schlumberger N.V. Common Stock SLB | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
UnitedHealth Group Incorporated Common Stock UNH | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Yum! Brands, Inc. YUM | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Okta, Inc. - Class A Common Stock OKTA | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Prologis, Inc. Common Stock PLD | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
GoDaddy Inc. Class A Common Stock GDDY | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Liberty Media Corporation - Series C Liberty Formula One Common Stock FWONK | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
PTC Inc. - Common Stock PTC | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Revvity, Inc. Common Stock RVTY | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
NINTENDO CO LTD ORD Ticker 7974 JP NTDOF | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Sumitomo Mitsui Financial Group Inc Ordinary Shares SMFNF | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
U.S. Physical Therapy, Inc. Common Stock USPH | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Endava plc American Depositary Shares DAVA | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
First Watch Restaurant Group, Inc. - Common Stock FWRG | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Utz Brands Inc Class A Common Stock UTZ | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Boston Scientific Corporation Common Stock BSX | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Dayforce, Inc. Common Stock DAY | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
GoDaddy Inc. Class A Common Stock GDDY | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Ingersoll Rand Inc. Common Stock IR | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
PTC Inc. - Common Stock PTC | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
ENGIE SA ORD Ticker ENGI FP ENGQF | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Resona Holdings Inc Osaka Ordinary Shares RSNHF | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Hilton Worldwide Holdings Inc. Common Stock HLT | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
KKR & Co. Inc. Common Stock KKR | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
NeoGenomics, Inc. - Common Stock NEO | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
AtriCure, Inc. - Common Stock ATRC | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
ICU Medical, Inc. - Common Stock ICUI | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Minerals Technologies Inc. Common Stock MTX | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Silicon Laboratories, Inc. - Common Stock SLAB | Sale | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Solaris Energy Infrastructure, Inc. Class A Common Stock SEI | Purchase | Self | $1,001 - $15,000 | 2025-06-06 #20030461 | |
Beiersdorf A G Ordinary Shares BDRFF | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Alkami Technology, Inc. - Common Stock ALKT | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Amazon.com, Inc. - Common Stock AMZN | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Canadian Pacific Kansas City Limited Common Shares CP | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Capri Holdings Limited Ordinary Shares CPRI | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Centene Corporation Common Stock CNC | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Dow Inc. Common Stock DOW | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
DT Midstream, Inc. Common Stock | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
DXC Technology Company Common Stock DXC | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Elevance Health, Inc. Common Stock ELV | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Humana Inc. Common Stock HUM | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Johnson & Johnson Common Stock JNJ | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Kellanova Common Stock K | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Kinder Morgan, Inc. Common Stock KMI | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Lockheed Martin Corporation Common Stock LMT | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
McKesson Corporation Common Stock MCK | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Merck & Company, Inc. Common Stock MRK | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Microsoft Corporation - Common Stock MSFT | Purchase | Self | $15,001 - $50,000 | 2025-05-06 #20030288 | |
Molina Healthcare Inc Common Stock MOH | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
O'Reilly Automotive, Inc. - Common Stock ORLY | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Pfizer, Inc. Common Stock PFE | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
United Parcel Service, Inc. Common Stock UPS | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
UnitedHealth Group Incorporated Common Stock UNH | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Yum! Brands, Inc. YUM | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Zions Bancorporation N.A. - Common Stock ZION | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Boston Scientific Corporation Common Stock BSX | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
PTC Inc. - Common Stock PTC | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Vaxcyte, Inc. - Common Stock PCVX | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Agios Pharmaceuticals, Inc. - Common Stock AGIO | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Alkami Technology, Inc. - Common Stock ALKT | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Crinetics Pharmaceuticals, Inc. - Common Stock CRNX | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Flywire Corporation - Voting Common Stock FLYW | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Vaxcyte, Inc. - Common Stock PCVX | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Aramark Common Stock ARMK | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Ferguson Enterprises Inc. Common Stock FERG | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Ingersoll Rand Inc. Common Stock IR | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Sarepta Therapeutics, Inc. - Common Stock SRPT | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Silicon Laboratories, Inc. - Common Stock SLAB | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Vaxcyte, Inc. - Common Stock PCVX | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Rheinmetall Ag Ordinary Shares RNMBF | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
ChampionX Corporation CHX | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Aris Water Solutions, Inc. Class A Common Stock ARIS | Purchase | Self | $50,001 - $100,000 | 2025-05-06 #20030288 | |
CACI International, Inc. Class A Common Stock CACI | Sale | Self | $15,001 - $50,000 | 2025-05-06 #20030288 | |
Sphere Entertainment Co. Class A Common Stock SPHR | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Tencent Music Entertainment Group American Depositary Shares, each representing two Class A Ordinary Shares TME | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Willis Towers Watson Public Limited Company - Ordinary Shares WTW | Purchase | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
Sphere Entertainment Co. Class A Common Stock SPHR | Purchase | Self | $15,001 - $50,000 | 2025-05-06 #20030288 | |
Intra-Cellular Therapies Inc. ITCI | Sale | Self | $1,001 - $15,000 | 2025-05-06 #20030288 | |
GoDaddy Inc. Class A Common Stock GDDY | Sale | Self | $15,001 - $50,000 | 2025-04-07 #20029026 | |
PTC Inc. - Common Stock PTC | Purchase | Self | $15,001 - $50,000 | 2025-04-07 #20029026 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Boeing Company BA | Purchase | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Centene Corporation Common Stock CNC | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Ford Motor Company Common Stock F | Purchase | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Henry Schein, Inc. - Common Stock HSIC | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Hologic, Inc. - Common Stock HOLX | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Johnson & Johnson Common Stock JNJ | Purchase | Self | $15,001 - $50,000 | 2025-04-07 #20029026 | |
Labcorp Holdings Inc. Common Stock LH | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Merck & Company, Inc. Common Stock MRK | Sale | Self | $15,001 - $50,000 | 2025-04-07 #20029026 | |
Microsoft Corporation - Common Stock MSFT | Sale | Self | $15,001 - $50,000 | 2025-04-07 #20029026 | |
Palantir Technologies Inc. - Class A Common Stock PLTR | Purchase | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Pfizer, Inc. Common Stock PFE | Sale | Self | $15,001 - $50,000 | 2025-04-07 #20029026 | |
Tesla, Inc. - Common Stock TSLA | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
UnitedHealth Group Incorporated Common Stock UNH | Purchase | Self | $15,001 - $50,000 | 2025-04-07 #20029026 | |
Viatris Inc. - Common Stock VTRS | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Wynn Resorts, Limited - Common Stock WYNN | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Audent Hospitality Real Estate Fund I L.P. Fund letter on file with Committee on Ethics. | Purchase | Self | $1,000,001 - $5,000,000 | 2025-04-07 #20029026 | |
Antioch, CA, Unified School District GO Bonds | Purchase | Self | $250,001 - $500,000 | 2025-04-07 #20029026 | |
CBIZ, Inc. Common Stock CBZ | Purchase | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Halozyme Therapeutics, Inc. - Common Stock HALO | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Intra-Cellular Therapies Inc. ITCI | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Supernus Pharmaceuticals, Inc. - Common Stock SUPN | Purchase | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Utz Brands Inc Class A Common Stock UTZ | Purchase | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Barclays Plc Ord Ordinary Shares BCLYF | Purchase | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Tencent Holdings Limited Ordinary Shares TCTZF | Purchase | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Palo Alto Networks, Inc. PANW | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Palo Alto Networks, Inc. PANW | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
ASML Holding N.V. - New York Registry Shares ASML | Purchase | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Boston Scientific Corporation Common Stock BSX | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Ferguson Enterprises Inc. Common Stock FERG | Purchase | Self | $15,001 - $50,000 | 2025-04-07 #20029026 | |
RB Global, Inc. Common Stock RBA | Purchase | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
W.R. Berkley Corporation Common Stock WRB | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Quanta Services, Inc. Common Stock PWR | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
PAR Technology Corporation Common Stock PAR | Purchase | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
ALIMENTATION COUCHE-TARD ANCTF | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Paragon 28, Inc. Common Stock | Sale | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Tandem Diabetes Care, Inc. - Common Stock TNDM | Purchase | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
The Vita Coco Company, Inc. - | Purchase | Self | $1,001 - $15,000 | 2025-04-07 #20029026 | |
Hillman Solutions Corp. - Common Stock HLMN | Purchase | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Sterling Infrastructure, Inc. - Common Stock STRL | Purchase | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Akamai Technologies, Inc. - Common Stock AKAM | Sale | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Align Technology, Inc. - Common Stock ALGN | Sale | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
ANSYS, Inc. - Common Stock ANSS | Sale | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Cadence Design Systems, Inc. - Common Stock CDNS | Sale | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Chipotle Mexican Grill, Inc. Common Stock CMG | Sale | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Danaher Corporation Common Stock DHR | Sale | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Dollar General Corporation Common Stock DG | Purchase | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Enerpac Tool Group Corp. Common Stock EPAC | Purchase | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Ford Motor Company Common Stock F | Sale | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
General Motors Company Common Stock GM | Sale | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Humana Inc. Common Stock HUM | Purchase | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Merck & Company, Inc. Common Stock MRK | Purchase | Self | $15,001 - $50,000 | 2025-03-06 #20027891 | |
Microsoft Corporation - Common Stock MSFT | Purchase | Self | $15,001 - $50,000 | 2025-03-06 #20027891 | |
Pacific Gas & Electric Co. Common Stock PCG | Sale | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Pfizer, Inc. Common Stock PFE | Purchase | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Southwest Airlines Company Common Stock LUV | Sale | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Uber Technologies, Inc. Common Stock UBER | Purchase | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
UnitedHealth Group Incorporated Common Stock UNH | Sale | Self | $15,001 - $50,000 | 2025-03-06 #20027891 | |
Walgreens Boots Alliance, Inc. - Common Stock WBA | Sale | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Wynn Resorts, Limited - Common Stock WYNN | Purchase | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Boston Scientific Corporation Common Stock BSX | Sale | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
Willis Towers Watson Public Limited Company - Ordinary Shares WTW | Purchase | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
ICF International, Inc. - Common Stock ICFI | Sale | Self | $1,001 - $15,000 | 2025-03-06 #20027891 | |
El Camino CA Community College District GO Bonds | Purchase | Self | $250,001 - $500,000 | 2025-03-06 #20027891 | |
Anaheim CA Elementary School District GO Bonds | Purchase | Self | $100,001 - $250,000 | 2025-03-06 #20027891 | |
ICF International, Inc. - Common Stock ICFI | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
CACI International, Inc. Class A Common Stock CACI | Purchase | Self | $15,001 - $50,000 | 2025-02-11 #20026726 | |
Hawaiian Electric Industries, Inc. Common Stock HE | Purchase | Self | $50,001 - $100,000 | 2025-02-11 #20026726 | |
U.S. Treasury Bills | Sale | Self | $250,001 - $500,000 | 2025-02-11 #20026726 | |
Broadcom Inc. - Common Stock AVGO | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Intuitive Surgical, Inc. - Common Stock ISRG | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Agios Pharmaceuticals, Inc. - Common Stock AGIO | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Broadcom Inc. - Common Stock Put option, strike price $215, exp. Feb. 21, 2025. AVGO | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Crinetics Pharmaceuticals, Inc. - Common Stock CRNX | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Paragon 28, Inc. Common Stock FNA | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
SpringWorks Therapeutics, Inc. - common stock SWTX | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
U.S. Physical Therapy, Inc. Common Stock USPH | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Lam Research Corporation - Common Stock LRCX | Sale | Self | $15,001 - $50,000 | 2025-02-11 #20026726 | |
Lantheus Holdings, Inc. - Common Stock LNTH | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Willis Towers Watson Public Limited Company - Ordinary Shares WTW | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Airbnb, Inc. - Class A Common Stock ABNB | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Boeing Company BA | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Crown Castle Inc. Common Stock CCI | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
CVS Health Corporation Common Stock CVS | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Dollar General Corporation Common Stock DG | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Dominion Energy, Inc. Common Stock D | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Edison International Common Stock EIX | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Ford Motor Company Common Stock F | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Johnson & Johnson Common Stock JNJ | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Kellanova Common Stock K | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
McKesson Corporation Common Stock MCK | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Merck & Company, Inc. Common Stock MRK | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Microsoft Corporation - Common Stock MSFT | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Mondelez International, Inc. - Class A Common Stock MDLZ | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Pacific Gas & Electric Co. Common Stock PCG | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Palantir Technologies Inc. - Class A Common Stock PLTR | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Pfizer, Inc. Common Stock PFE | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Quest Diagnostics Incorporated | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Southwest Airlines Company Common Stock LUV | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
The Cigna Group Common Stock CI | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
The J.M. Smucker Company Common Stock SJM | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
UnitedHealth Group Incorporated Common Stock UNH | Purchase | Self | $15,001 - $50,000 | 2025-02-11 #20026726 | |
Walgreens Boots Alliance, Inc. - | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Intapp, Inc. - Common Stock INTA | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
PAR Technology Corporation Common Stock PAR | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
CarMax Inc KMX | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Constellation Brands, Inc. Common Stock Put option, strike price $205, exp. Jan. 17, 2025. STZ | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
KLA Corporation - Common Stock KLAC | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Lantheus Holdings, Inc. - Common Stock LNTH | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Westinghouse Air Brake Technologies Corporation Common Stock WAB | Sale | Self | $15,001 - $50,000 | 2025-02-11 #20026726 | |
Willis Towers Watson Public Limited Company - Ordinary Shares WTW | Purchase | Self | $15,001 - $50,000 | 2025-02-11 #20026726 | |
TENCENT HLDIGS LTD TCTZF | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
DENTSPLY SIRONA Inc. - Common Stock XRAY | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Lantheus Holdings, Inc. - Common Stock LNTH | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
APi Group Corporation Common Stock APG | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
DENTSPLY SIRONA Inc. - Common Stock XRAY | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Ferguson Enterprises Inc. Common Stock FERG | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Fortive Corporation Common Stock FTV | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
GoDaddy Inc. Class A Common Stock GDDY | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Lantheus Holdings, Inc. - Common Stock LNTH | Purchase | Self | $1,001 - $15,000 | 2025-02-11 #20026726 | |
Westinghouse Air Brake Technologies Corporation Common Stock WAB | Sale | Self | $1,001 - $15,000 | 2025-02-11 #20026726 |
Under the STOCK Act, lawmakers must disclose reportable securities transactions publicly. A filing is a delayed, range-based disclosure, not a real-time trading signal or proof of motive.
Sectors in the disclosures
Row counts by sector for tickers in Yield Theory's company catalog. Bonds, funds, and tickers outside the catalog are not counted.
Information Technology · 191Health Care · 142Financials · 87Industrials · 84Consumer Discretionary · 70Consumer Staples · 53Energy · 48Communication Services · 39Real Estate · 27Materials · 20Utilities · 6
Most active filers in Congress
Explore the disclosure data
Gilbert Cisneros: frequently asked questions
How many stock trades has Gilbert Cisneros disclosed?
The House Clerk periodic transaction reports covering 2025 and 2026 contain 1642 reportable transactions for Gilbert Cisneros: 974 purchases, 662 sales, and 6 exchanges, across 474 distinct tickers. Rows may belong to the member, a spouse, a dependent, or a joint account.
What does Gilbert Cisneros trade most?
DASH (DoorDash, Inc. - Common Stock) appears most often, with 21 disclosed transactions (18 purchases, 3 sales). The most-traded table on this page lists every ticker with a verified row.
How much money is involved in Gilbert Cisneros's disclosed trades?
Filings report amounts as ranges, not exact values. Summing the low and high ends of every range gives a disclosed total between $16.9M – $58.9M across 1642 transactions. Yield Theory does not convert ranges to midpoints or estimate portfolio value or returns.
Does Gilbert Cisneros file trades on time?
The STOCK Act requires disclosure within 45 days of a transaction. Across Gilbert Cisneros's trades the median gap between trade date and filing date is 25 days, and 65 trades were reported more than 45 days after it happened. Late filing is a disclosure-timing fact, not evidence of wrongdoing.
Is it legal for members of Congress to trade stocks?
Yes. Members may trade individual stocks but the 2012 STOCK Act requires public disclosure, usually within 45 days, and bans trading on material non-public information. Proposals to ban individual stock ownership by members recur regularly.
Yield Theory is not affiliated with, endorsed by, or connected to any elected official. Information is compiled from public STOCK Act disclosures filed with the US House Clerk for 2025 and 2026 and from the public congress-legislators dataset. Image-only filings are not parsed, so this is not a complete lifetime portfolio; filings can be amended and are reported in ranges. This page is educational and is not investment advice.
Don’t copy the filing. Read the thesis.
Gilbert Cisneros disclosures are delayed, ranged, and often a spouse. Members get the monthly call that treats those rows as one input, then names catalysts, risks, and what would change the view. $39/month or $249/year.
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