WhatInvestorsBuy

Jefferson Shreve: Stock Portfolio, Performance and Latest Trades

Jefferson Shreve

U.S. Representative, IN-6

R Republican

Trades disclosed636
Bought / sold207 / 427
Est. volume$238M
Typical delay37 days

Jefferson Shreve's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
EXRExtra Space Storage Inc
52.1%$125.86+4.6%$131.70Held at end of 20250
TMLCXSEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F
16.7%$40.62+11.9%$45.44Held at end of 20250
SIEMXSEI International Trust Emerging Markets Equity Fund Class F
3.75%$14.12+25.6%$17.73Held at end of 20250
FIVUXMacquarie Opportunity Fund Institutional
3.48%$34.91+16.4%$40.63Held at end of 20250
FLCNXFidelity Contrafund K6
3.44%$34.00+15.1%$39.13Held at end of 20250
SVSPXSSGA S&P 500 Index Fd
3.43%$277.42+14.9%$318.63Held at end of 20250
STMSXSEI Tax-Managed Small/Mid Cap Fund Class F
3.38%$23.91+13.2%$27.06Held at end of 20250
SEITXSEI International Equity Fund Class F
3.37%$12.95+12.8%$14.61Held at end of 20250
TEMFXTempleton Foreign Fund Class A
3.22%$9.47+7.8%$10.21Held at end of 20250
LALDXLord Abbett Investment Trust Short Duration Income Fd Cl A
3.00%$3.77+0.3%$3.78Held at end of 20250
PGBOXJPMorgan Core Bond A
2.90%$10.13−3.0%$9.82Held at end of 20250
REBAXColumbia Emerging Markets Bond Fund Class A
0.74%$9.78−1.7%$9.62Held at end of 20250
PTLAXPIMCO Fds Low Duration Fd Cl A
0.37%$9.13−0.5%$9.08Held at end of 20250
NWBINorthwest Bancshares, Inc.
0.04%$11.51+27.9%$14.72Held at end of 20250

Jefferson Shreve's buys and sells

May 8, 2015 to May 20, 2026, 2 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026Bond
Bought$5M–$25MMay 20, 2026Jun 6, 202617 days later
Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026Bond
Bought$1M–$5MMay 20, 2026Jun 6, 202617 days later
Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus IndexOther
Bought$1M–$5MFeb 17, 2026Mar 14, 202625 days later
Prudential RILA - 10% Buffer 3-year S&P 500 IndexOther
Bought$1M–$5MFeb 17, 2026Mar 14, 202625 days later
Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rateOther
Bought$1M–$5MFeb 17, 2026Mar 14, 202625 days later
Brighthouse Buffered Annuity Russell 2000 Cap RateOther
Sold$5M–$25MFeb 9, 2026Mar 14, 202633 days later
Brighthouse Buffered Annuity S&P 500 Trigger RateOther
Sold$5M–$25MFeb 9, 2026Mar 14, 202633 days later
JP Morgan 3-year auto callable buffer noteBond
Bought$5M–$25MDec 30, 2025Dec 30, 20250 days later
JP Morgan 3-year auto callable buffer noteBond
Bought$5M–$25MDec 30, 2025Dec 31, 20251 days later
JP Morgan 3-year auto callable buffer noteBond
Bought$5M–$25MDec 30, 2025Jan 1, 20262 days later
JP Morgan 3-year auto callable buffer noteBond
Bought$5M–$25MDec 30, 2025Jan 2, 20263 days later
JP Morgan 3-year one-time callable barrier noteBond
Bought$5M–$25MDec 30, 2025Jan 2, 20263 days later
Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rateOther
Bought$5M–$25MDec 29, 2025Dec 30, 20251 days later
Prudential RILA - 10% Buffer 3-year S&P 500 IndexOther
Bought$5M–$25MDec 29, 2025Dec 31, 20252 days later
Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus IndexOther
Bought$5M–$25MDec 29, 2025Jan 1, 20263 days later
Bank of Montreal 13-Month Digital Buffer NoteBond
Bought$5M–$25MNov 13, 2025Dec 14, 202531 days later
JP Morgan 5 year Barrier Note INDU/NDX/RTYBond
Bought$5M–$25MNov 13, 2025Dec 14, 202531 days later
Citigroup Inc 5.875 2033-02-22Bond
Sold$50K–$100KMay 13, 2025Jun 22, 202540 days later
Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Comcast 6.50% maturing 11/15/35Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUOBond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15Bond
Sold$50K–$100KMay 13, 2025Jun 22, 202540 days later
Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Denton Cnty Tex 4.0000 2029-07-15Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Denton Tex 5.0000 2029-02-15Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Denton Tex Indpt Sch Dist 5.0000 2029-08-15Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
District Columbia Income Tax Rev 5.000 2032-03-01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Florida St Dept Environmental Protn Preservation Rev 5.00 2026-07-01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
General Motors Financial Company Inc 2.35 2031-01-08Bond
Sold$50K–$100KMay 13, 2025Jun 22, 202540 days later
Grand Praire Tex 5.0000 2032-02-15Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Houston Tex 5.000 2031-03-01/ 4423315C4Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
JP Morgan 4.912 7-25-33 '32/ 46647PDH6Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Kansas City MO 4.0000 2030-02-01Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Lakewood Ohio City Sch Dist 5.0000 2025-12-01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Laredo TEX 5.000 2031-2-15/ 516824JB6Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Las Vegas Nev 4.000 2027-06-01Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Maryland St Dept Transn Cons Transn 5.000 2029-09-01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Memphis TN 5.0000 2032-05-01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Minnesota ST 5.00 2025-08-01Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Minnesota St 5.00000 2025-08-01Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
New York NY 5.0000 2028-08-01Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
New York NY 5.0000 2033-08-01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Ohio St Spl Oblig 5.0000 2029-04-01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Oregon St 5.0000 2028-12-01Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Oviedo FLA Util Rev 5.0000 2032-10- 01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Plano Tex Indpt Sch Dist 5.0000 2032-02-15Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
PNC Finl Svc 6.875 10/20/34 '33 FRNBond
Sold$50K–$100KMay 13, 2025Jun 22, 202540 days later
Port Tacoma Wash Rev 4.0000 2025- 12-01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Sherman Tex 5.0000 2025-08-15Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
South Jordan Utah Sales Tax Rev 5.00 2028-8-15Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Texas Tech Univ Revs 5.000 2029- 02-15Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01Bond
Sold$1K–$15KMay 13, 2025Jun 22, 202540 days later
Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15Bond
Sold$50K–$100KMay 13, 2025Jun 22, 202540 days later
Washington Cnty Tenn 4.0000 2027- 06-01Bond
Sold$50K–$100KMay 13, 2025Jun 22, 202540 days later
Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01Bond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Wells Fargo 5.574 07/25/29 '28 MtnBond
Sold$15K–$50KMay 13, 2025Jun 22, 202540 days later
Wells Fargo 6.491 10/23/34 '33 MTNBond
Sold$50K–$100KMay 13, 2025Jun 22, 202540 days later
MMM3M Company
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
ABTAbbott Laboratories
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
ADBEAdobe Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
AMDAdvanced Micro Devices, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
AAgilent Technologies, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
AKAMAkamai Technologies, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
ALBAlbemarle Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
ALNYAlnylam Pharmaceuticals, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
GOOGLAlphabet Inc.
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
GOOGAlphabet Inc. Class C Capital Stock
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
AMZNAmazon.com, Inc.
Sold$250K–$500KMay 12, 2025Jun 22, 202541 days later
AEOAmerican Eagle Outfitters, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
AXPAmerican Express Company
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
AIGAmerican International Group, Inc. New
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
AMTAmerican Tower Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
AWKAmerican Water Works Company, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
AMGNAmgen Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
ADIAnalog Devices, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
AAPLApple Inc.
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
AMATApplied Materials, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
APPApplovin Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
APTVAptiv PLC Ordinary Shares
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
ACGLArch Capital Group Ltd.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
ARESAres Management Corporation Class A
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
ANETArista Networks, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
TAT&T Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
ADSKAutodesk, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
ADPAutomatic Data Processing, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
AZOAutoZone, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
AXONAxon Enterprise, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
BALLBall Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
BACBank of America Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
BRK.BBerkshire Hathaway Inc. New
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
BLKBlackRock, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
BABoeing Company
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
BKNGBooking Holdings Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
BSXBoston Scientific Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
BMYBristol-Myers Squibb Company
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
AVGOBroadcom Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
BKEBuckle, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CDNSCadence Design Systems, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
CCLCarnival Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CWSTCasella Waste Systems, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
CATCaterpillar, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CBOECboe Global Markets, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
CORCencora, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
CNCCentene Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CRLCharles River Laboratories International, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
SCHWCharles Schwab Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CHTRCharter Communications, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
LNGCheniere Energy, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CVXChevron Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CMGChipotle Mexican Grill, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
CBChubb Limited
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CTASCintas Corporation
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
CSCOCisco Systems, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
NETCloudflare, Inc. Class A
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CMECME Group Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CNOCNO Financial Group, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
KOCoca-Cola Company
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
COINCoinbase Global, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CMCSAComcast Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
COPConocoPhillips
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CEGConstellation Energy Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CPRTCopart, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CSGPCoStar Group, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
COSTCostco Wholesale Corporation
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
CTRACoterra Energy Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CRWDCrowdStrike Holdings, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CCICrown Castle Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CSXCSX Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
CVSCVS Health Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
DHRDanaher Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
DEDeere & Company
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
DALDelta Air Lines, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
DVNDevon Energy Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
DXCMDexCom, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
DFSDiscover Financial Services
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
DGDollar General Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
DASHDoorDash, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
EWEdwards Lifesciences Corporation
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
ELVElevance Health, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
LLYEli Lilly and Company
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
EPAMEPAM Systems, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
EXPOExponent, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
XOMExxon Mobil Corporation
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
FISFidelity National Information Services, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
BUSEFirst Busey Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
FIFiserv, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
FTNTFortinet, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
GEGE Aerospace
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
GEVGE Vernova Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
GMGeneral Motors Company
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
GILDGilead Sciences, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
GSGoldman Sachs Group, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
HALHalliburton Company
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
THGHanover Insurance Group Inc
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
HIWHighwoods Properties, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
HOMBHome BancShares, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
HDHome Depot, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
HUBBHubbell Inc
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
IDAIDACORP, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
IDXXIDEXX Laboratories, Inc.
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
IBMInternational Business Machines Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
INTUIntuit Inc.
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
ISRGIntuitive Surgical, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
JNJJohnson & Johnson
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
JPMJP Morgan Chase & Co.
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
KRKroger Company
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
LRCXLam Research Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
LENLennar Corporation Class A
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
LINLinde plc
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
LFUSLittelfuse, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
LMTLockheed Martin Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
LOWLowe's Companies, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
LULUlululemon athletica inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
MPCMarathon Petroleum Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
MRVLMarvell Technology, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
MAMastercard Incorporated
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
MTCHMatch Group, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
MCDMcDonald's Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
MCKMcKesson Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
METAMeta Platforms, Inc.
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
MSFTMicrosoft Corporation
Sold$500K–$1MMay 12, 2025Jun 22, 202541 days later
MSTRMicroStrategy Incorporated
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
NDAQNasdaq, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
NFLXNetflix, Inc.
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
NEMNewmont Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
NEENextEra Energy, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
NINiSource Inc
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
NVDANVIDIA Corporation
Sold$500K–$1MMay 12, 2025Jun 22, 202541 days later
OXYOccidental Petroleum Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
OGEOGE Energy Corp
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
ORIOld Republic International Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
ORCLOracle Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
PLTRPalantir Technologies Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
PANWPalo Alto Networks, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
PYPLPayPal Holdings, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
PEPPepsico, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
PMPhilip Morris International Inc
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
PSXPhillips 66
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
PRIPrimerica, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
PGProcter & Gamble Company
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
PGRProgressive Corporation
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
PRUPrudential Financial, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
PHMPulteGroup, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
PWRQuanta Services, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
RPDRapid7, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
ORealty Income Corporation
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
RLIRLI Corp.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
ROSTRoss Stores, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
RCLRoyal Caribbean Cruises Ltd.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
RGLDRoyal Gold, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
RTXRTX Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
RUSHBRush Enterprises, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
SPGIS&P Global Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
CRMSalesforce, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
SBACSBA Communications Corporation
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
SNDRSchneider National, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
SHWSherwin-Williams Company
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
SNOWSnowflake Inc. Class A
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
SPOTSpotify Technology S.A. Ordinary Shares
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
SYKStryker Corporation
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
SNPSSynopsys, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
SYYSysco Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
TTWOTake-Two Interactive Software, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
TSLATesla, Inc.
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
TXNTexas Instruments Incorporated
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
CGThe Carlyle Group Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
CIThe Cigna Group
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
SJMThe J.M. Smucker Company
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
TTDThe Trade Desk, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
TJXTJX Companies, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
TTTrane Technologies plc
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
TDGTransdigm Group Incorporated
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
UBERUber Technologies, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
UNPUnion Pacific Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
UCBUnited Community Banks, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
UVSPUnivest Financial Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
VZVerizon Communications Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
VRTXVertex Pharmaceuticals Incorporated
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
VVisa Inc.
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
WMTWalmart Inc.
Sold$100K–$250KMay 12, 2025Jun 22, 202541 days later
DISWalt Disney Company
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
WBDWarner Bros. Discovery, Inc. Series A
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
WFCWells Fargo & Company
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
WELLWelltower Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
WDCWestern Digital Corporation
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
WMBWilliams Companies, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
WDAYWorkday, Inc.
Sold$50K–$100KMay 12, 2025Jun 22, 202541 days later
ZTSZoetis Inc. Class A
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
ZMZoom Communications, Inc.
Sold$15K–$50KMay 12, 2025Jun 22, 202541 days later
ADBEAdobe Inc.
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
AMDAdvanced Micro Devices, Inc.
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
AEOAmerican Eagle Outfitters, Inc.
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
AXPAmerican Express Company
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
AONAon plc Class A Ordinary Shares
Sold$15K–$50KMay 8, 2025Jun 22, 202545 days later
AAPLApple Inc.
Sold part$500K–$1MMay 8, 2025Jun 22, 202545 days later
AMATApplied Materials, Inc.
Sold part$50K–$100KMay 8, 2025Jun 22, 202545 days later
APTVAptiv PLC Ordinary Shares
Sold part$15K–$50KMay 8, 2025Jun 22, 202545 days later
BALLBall Corporation
Sold part$15K–$50KMay 8, 2025Jun 22, 202545 days later
BACBank of America Corporation
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
BLKBlackRock, Inc.
Sold part$50K–$100KMay 8, 2025Jun 22, 202545 days later
XYZBlock, Inc. Class A Common Stock,
Sold$15K–$50KMay 8, 2025Jun 22, 202545 days later
CCLCarnival Corporation
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
CRLCharles River Laboratories International, Inc.
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
CVXChevron Corporation
Sold part$15K–$50KMay 8, 2025Jun 22, 202545 days later
CTASCintas Corporation
Sold part$15K–$50KMay 8, 2025Jun 22, 202545 days later
COINCoinbase Global, Inc.
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
CEGConstellation Energy Corporation
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
CTRACoterra Energy Inc.
Sold part$15K–$50KMay 8, 2025Jun 22, 202545 days later
DVNDevon Energy Corporation
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
DXCMDexCom, Inc.
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
ECLEcolab Inc.
Sold$100K–$250KMay 8, 2025Jun 22, 202545 days later
GEGE Aerospace
Bought$50K–$100KMay 8, 2025Jun 22, 202545 days later
GSGoldman Sachs Group, Inc.
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
HALHalliburton Company
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
HNIHNI Corporation
Sold$15K–$50KMay 8, 2025Jun 22, 202545 days later
HDHome Depot, Inc.
Sold part$50K–$100KMay 8, 2025Jun 22, 202545 days later
ISRGIntuitive Surgical, Inc.
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
LENLennar Corporation Class A
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
MRVLMarvell Technology, Inc.
Sold part$15K–$50KMay 8, 2025Jun 22, 202545 days later
MDTMedtronic plc. Ordinary Shares
Sold$15K–$50KMay 8, 2025Jun 22, 202545 days later
MSFTMicrosoft Corporation
Bought$500K–$1MMay 8, 2025Jun 22, 202545 days later
NVDANVIDIA Corporation
Bought$100K–$250KMay 8, 2025Jun 22, 202545 days later
OXYOccidental Petroleum Corporation
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
ORCLOracle Corporation
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
PANWPalo Alto Networks, Inc.
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
CRMSalesforce, Inc.
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
TXNTexas Instruments Incorporated
Sold part$15K–$50KMay 8, 2025Jun 22, 202545 days later
TTDThe Trade Desk, Inc.
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
TDGTransdigm Group Incorporated
Sold part$15K–$50KMay 8, 2025Jun 22, 202545 days later
UPSUnited Parcel Service, Inc.
Sold$15K–$50KMay 8, 2025Jun 22, 202545 days later
UNHUnitedHealth Group Incorporated
Sold$15K–$50KMay 8, 2025Jun 22, 202545 days later
DISWalt Disney Company
Bought$15K–$50KMay 8, 2025Jun 22, 202545 days later
WDAYWorkday, Inc.
Sold part$15K–$50KMay 8, 2025Jun 22, 202545 days later
ABBVAbbVie Inc.
Sold$50K–$100KApr 17, 2025May 8, 202521 days later
AAgilent Technologies, Inc.
Bought$15K–$50KApr 17, 2025May 8, 202521 days later
AMATApplied Materials, Inc.
Bought$50K–$100KApr 17, 2025May 8, 202521 days later
ARESAres Management Corporation Class A
Bought$50K–$100KApr 17, 2025May 8, 202521 days later
ADSKAutodesk, Inc.
Bought$15K–$50KApr 17, 2025May 8, 202521 days later
AVGOBroadcom Inc.
Sold part$100K–$250KApr 17, 2025May 8, 202521 days later
CATCaterpillar, Inc.
Bought$15K–$50KApr 17, 2025May 8, 202521 days later
CMGChipotle Mexican Grill, Inc.
Bought$50K–$100KApr 17, 2025May 8, 202521 days later
CSXCSX Corporation
Bought$15K–$50KApr 17, 2025May 8, 202521 days later
BUSEFirst Busey Corporation
Sold part$15K–$50KApr 17, 2025May 8, 202521 days later
FBINFortune Brands Innovations, Inc.
Sold$15K–$50KApr 17, 2025May 8, 202521 days later
HEI.AHeico Corporation
Sold part$15K–$50KApr 17, 2025May 8, 202521 days later
LFUSLittelfuse, Inc.
Bought$15K–$50KApr 17, 2025May 8, 202521 days later
LULUlululemon athletica inc.
Sold part$15K–$50KApr 17, 2025May 8, 202521 days later
MRKMerck & Company, Inc.
Sold$15K–$50KApr 17, 2025May 8, 202521 days later
METAMeta Platforms, Inc.
Sold part$15K–$50KApr 17, 2025May 8, 202521 days later
NEENextEra Energy, Inc.
Bought$15K–$50KApr 17, 2025May 8, 202521 days later
ROSTRoss Stores, Inc.
Bought$15K–$50KApr 17, 2025May 8, 202521 days later
SPGIS&P Global Inc.
Bought$50K–$100KApr 17, 2025May 8, 202521 days later
STAGStag Industrial, Inc.
Sold$15K–$50KApr 17, 2025May 8, 202521 days later
SYKStryker Corporation
Bought$15K–$50KApr 17, 2025May 8, 202521 days later
SNPSSynopsys, Inc.
Bought$50K–$100KApr 17, 2025May 8, 202521 days later
CGThe Carlyle Group Inc.
Sold part$15K–$50KApr 17, 2025May 8, 202521 days later
UPSUnited Parcel Service, Inc.
Sold part$15K–$50KApr 17, 2025May 8, 202521 days later
WDCWestern Digital Corporation
Bought$15K–$50KApr 17, 2025May 8, 202521 days later
ZTSZoetis Inc. Class A
Sold part$15K–$50KApr 17, 2025May 8, 202521 days later
Pembroke Pines FL Cap Impt Re 5.000Bond
Sold$1K–$15KApr 14, 2025May 8, 202524 days later
AMGNAmgen Inc.
Bought$15K–$50KApr 11, 2025May 8, 202527 days later
AMATApplied Materials, Inc.
Bought$15K–$50KApr 11, 2025May 8, 202527 days later
XYZBlock, Inc. Class A Common Stock,
Sold part$15K–$50KApr 11, 2025May 8, 202527 days later
CLXClorox Company
Sold part$15K–$50KApr 11, 2025May 8, 202527 days later
COPConocoPhillips
Bought$15K–$50KApr 11, 2025May 8, 202527 days later
CCICrown Castle Inc.
Bought$15K–$50KApr 11, 2025May 8, 202527 days later
HRIHerc Holdings Inc.
Sold$15K–$50KApr 11, 2025May 8, 202527 days later
KEYSKeysight Technologies Inc.
Sold part$15K–$50KApr 11, 2025May 8, 202527 days later
LGIHLGI Homes, Inc.
Sold$15K–$50KApr 11, 2025May 8, 202527 days later
LMTLockheed Martin Corporation
Bought$15K–$50KApr 11, 2025May 8, 202527 days later
LOWLowe's Companies, Inc.
Bought$15K–$50KApr 11, 2025May 8, 202527 days later
MCDMcDonald's Corporation
Bought$15K–$50KApr 11, 2025May 8, 202527 days later
NFLXNetflix, Inc.
Bought$15K–$50KApr 11, 2025May 8, 202527 days later
NSCNorfolk Southern Corporation
Sold$15K–$50KApr 11, 2025May 8, 202527 days later
PFEPfizer, Inc.
Sold$15K–$50KApr 11, 2025May 8, 202527 days later
SLBSchlumberger N.V.
Sold$15K–$50KApr 11, 2025May 8, 202527 days later
SPOTSpotify Technology S.A. Ordinary Shares
Bought$15K–$50KApr 11, 2025May 8, 202527 days later
STAGStag Industrial, Inc.
Sold part$50K–$100KApr 11, 2025May 8, 202527 days later
WMTWalmart Inc.
Bought$15K–$50KApr 11, 2025May 8, 202527 days later
WYWeyerhaeuser Company
Sold$15K–$50KApr 11, 2025May 8, 202527 days later
ADBEAdobe Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
AMDAdvanced Micro Devices, Inc.
Sold part$50K–$100KApr 7, 2025May 8, 202531 days later
AKAMAkamai Technologies, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
ALBAlbemarle Corporation
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
AXPAmerican Express Company
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
AWKAmerican Water Works Company, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
AAPLApple Inc.
Bought$100K–$250KApr 7, 2025May 8, 202531 days later
APPApplovin Corporation
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
APTVAptiv PLC Ordinary Shares
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
ANETArista Networks, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
AVBAvalonBay Communities, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
BALLBall Corporation
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
BACBank of America Corporation
Sold$50K–$100KApr 7, 2025May 8, 202531 days later
BLKBlackRock, Inc.
Bought$50K–$100KApr 7, 2025May 8, 202531 days later
BKNGBooking Holdings Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
BCBrunswick Corporation
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
BKEBuckle, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
CCLCarnival Corporation
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
CBOECboe Global Markets, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
LNGCheniere Energy, Inc.
Sold part$15K–$50KApr 7, 2025May 8, 202531 days later
CVXChevron Corporation
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
CTASCintas Corporation
Bought$50K–$100KApr 7, 2025May 8, 202531 days later
CFGCitizens Financial Group, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
COPConocoPhillips
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
DHRDanaher Corporation
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
DVNDevon Energy Corporation
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
DXCMDexCom, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
DFSDiscover Financial Services
Sold part$15K–$50KApr 7, 2025May 8, 202531 days later
ECLEcolab Inc.
Bought$100K–$250KApr 7, 2025May 8, 202531 days later
EWEdwards Lifesciences Corporation
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
XOMExxon Mobil Corporation
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
FISFidelity National Information Services, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
FCXFreeport-McMoRan, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
GEGE Aerospace
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
GENGen Digital Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
GSGoldman Sachs Group, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
HALHalliburton Company
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
HOGHarley-Davidson, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
HRIHerc Holdings Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
HLTHilton Worldwide Holdings Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
HOMBHome BancShares, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
HDHome Depot, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
HONHoneywell International Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
IDXXIDEXX Laboratories, Inc.
Bought$50K–$100KApr 7, 2025May 8, 202531 days later
INTCIntel Corporation
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
IFFInternational Flavors & Fragrances, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
INTUIntuit Inc.
Bought$100K–$250KApr 7, 2025May 8, 202531 days later
ISRGIntuitive Surgical, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
LRCXLam Research Corporation
Sold part$15K–$50KApr 7, 2025May 8, 202531 days later
LECOLincoln Electric Holdings, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
LINLinde plc
Bought$50K–$100KApr 7, 2025May 8, 202531 days later
LULUlululemon athletica inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
MRVLMarvell Technology, Inc.
Bought$50K–$100KApr 7, 2025May 8, 202531 days later
MAMastercard Incorporated
Sold part$15K–$50KApr 7, 2025May 8, 202531 days later
MTCHMatch Group, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
METAMeta Platforms, Inc.
Sold part$100K–$250KApr 7, 2025May 8, 202531 days later
MCHPMicrochip Technology Incorporated
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
MUMicron Technology, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
MSFTMicrosoft Corporation
Sold$250K–$500KApr 7, 2025May 8, 202531 days later
MSMorgan Stanley
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
NVDANVIDIA Corporation
Sold part$50K–$100KApr 7, 2025May 8, 202531 days later
OXYOccidental Petroleum Corporation
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
ORCLOracle Corporation
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
PANWPalo Alto Networks, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
PYPLPayPal Holdings, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
PEPPepsico, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
PSXPhillips 66
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
PLDPrologis, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
QCOMQUALCOMM Incorporated
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
RPDRapid7, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
REGNRegeneron Pharmaceuticals, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
RGENRepligen Corporation
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
RGLDRoyal Gold, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
CRMSalesforce, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
SNDKSandisk Corporation
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
SNDRSchneider National, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
STAGStag Industrial, Inc.
Bought$50K–$100KApr 7, 2025May 8, 202531 days later
SBUXStarbucks Corporation
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
TGTTarget Corporation
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
TXNTexas Instruments Incorporated
Bought$50K–$100KApr 7, 2025May 8, 202531 days later
CGThe Carlyle Group Inc.
Bought$50K–$100KApr 7, 2025May 8, 202531 days later
TTDThe Trade Desk, Inc.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
TMOThermo Fisher Scientific Inc
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
TJXTJX Companies, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
TTTrane Technologies plc
Bought$50K–$100KApr 7, 2025May 8, 202531 days later
TDGTransdigm Group Incorporated
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
UBERUber Technologies, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
UPSUnited Parcel Service, Inc.
Bought$50K–$100KApr 7, 2025May 8, 202531 days later
UNHUnitedHealth Group Incorporated
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
VLOValero Energy Corporation
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
VVisa Inc.
Sold part$15K–$50KApr 7, 2025May 8, 202531 days later
VSTVistra Corp.
Sold$15K–$50KApr 7, 2025May 8, 202531 days later
DISWalt Disney Company
Sold part$15K–$50KApr 7, 2025May 8, 202531 days later
WDAYWorkday, Inc.
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
ZTSZoetis Inc. Class A
Bought$15K–$50KApr 7, 2025May 8, 202531 days later
ACNAccenture plc Class A Ordinary Shares
Sold$15K–$50KMar 31, 2025Apr 11, 202511 days later
AMDAdvanced Micro Devices, Inc.
Bought$50K–$100KMar 31, 2025Apr 11, 202511 days later
APDAir Products and Chemicals, Inc.
Sold$15K–$50KMar 31, 2025Apr 11, 202511 days later
AKAMAkamai Technologies, Inc.
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
ADIAnalog Devices, Inc.
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
AAPLApple Inc.
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
BLKBlackRock, Inc.
Bought$50K–$100KMar 31, 2025Apr 11, 202511 days later
XYZBlock, Inc. Class A Common Stock,
Bought$50K–$100KMar 31, 2025Apr 11, 202511 days later
CZRCaesars Entertainment, Inc.
Sold$15K–$50KMar 31, 2025Apr 11, 202511 days later
COINCoinbase Global, Inc.
Sold$15K–$50KMar 31, 2025Apr 11, 202511 days later
CMCSAComcast Corporation
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
CEGConstellation Energy Corporation
Sold$15K–$50KMar 31, 2025Apr 11, 202511 days later
COSTCostco Wholesale Corporation
Sold part$15K–$50KMar 31, 2025Apr 11, 202511 days later
DDDuPont de Nemours, Inc.
Sold$15K–$50KMar 31, 2025Apr 11, 202511 days later
EPAMEPAM Systems, Inc.
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
GILDGilead Sciences, Inc.
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
HOGHarley-Davidson, Inc.
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
HNIHNI Corporation
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
HDHome Depot, Inc.
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
HUBBHubbell Inc
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
IEXIDEX Corporation
Sold$15K–$50KMar 31, 2025Apr 11, 202511 days later
ITTITT Inc.
Sold$15K–$50KMar 31, 2025Apr 11, 202511 days later
LRCXLam Research Corporation
Bought$50K–$100KMar 31, 2025Apr 11, 202511 days later
LAZLazard, Inc.
Sold$15K–$50KMar 31, 2025Apr 11, 202511 days later
LENLennar Corporation Class A
Sold$15K–$50KMar 31, 2025Apr 11, 202511 days later
NKENike, Inc.
Sold$15K–$50KMar 31, 2025Apr 11, 202511 days later
NSCNorfolk Southern Corporation
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
NUENucor Corporation
Sold$15K–$50KMar 31, 2025Apr 11, 202511 days later
NVDANVIDIA Corporation
Sold part$100K–$250KMar 31, 2025Apr 11, 202511 days later
PWRQuanta Services, Inc.
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
RPDRapid7, Inc.
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
NOWServiceNow, Inc.
Sold$50K–$100KMar 31, 2025Apr 11, 202511 days later
SPGSimon Property Group, Inc.
Sold$50K–$100KMar 31, 2025Apr 11, 202511 days later
TXNTexas Instruments Incorporated
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
TTDThe Trade Desk, Inc.
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
UCBUnited Community Banks, Inc.
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
UNHUnitedHealth Group Incorporated
Bought$15K–$50KMar 31, 2025Apr 11, 202511 days later
VICRVicor Corporation
Sold$15K–$50KMar 31, 2025Apr 11, 202511 days later
AAgilent Technologies, Inc.
Sold$15K–$50KMar 13, 2025Apr 11, 202529 days later
AIGAmerican International Group, Inc. New
Bought$15K–$50KMar 13, 2025Apr 11, 202529 days later
AONAon plc Class A Ordinary Shares
Bought$15K–$50KMar 13, 2025Apr 11, 202529 days later
AMATApplied Materials, Inc.
Bought$15K–$50KMar 13, 2025Apr 11, 202529 days later
ARESAres Management Corporation Class A
Sold$15K–$50KMar 13, 2025Apr 11, 202529 days later
ADSKAutodesk, Inc.
Sold$15K–$50KMar 13, 2025Apr 11, 202529 days later
AVGOBroadcom Inc.
Bought$15K–$50KMar 13, 2025Apr 11, 202529 days later
CZRCaesars Entertainment, Inc.
Bought$15K–$50KMar 13, 2025Apr 11, 202529 days later
CATCaterpillar, Inc.
Sold$15K–$50KMar 13, 2025Apr 11, 202529 days later

Jefferson Shreve's portfolio by sector

Share of the estimated stock portfolio.

0.0%Financials
SectorShareValueHoldings
Real Estate52%~$52.3M1
Other48%~$48M12
Financials0.0%~$41.6K1

Portfolio performance: Jefferson Shreve vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Mar 14, 2025.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−20%−10%0%+10%+20%+30%+40%+50%+60%AprJulOct2026AprJulOct+59%Nasdaq-100+41%S&P 500+5%You, copying
Mar 14, 2025 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+5.3%+3.3%
S&P 500+40.8%+24.4%
Nasdaq-100+59.3%+34.6%

Jefferson Shreve's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
AMDAdvanced Micro Devices, Inc.
32
BLKBlackRock, Inc.
23
HALHalliburton Company
14
ORCLOracle Corporation
32
TTDThe Trade Desk, Inc.
23
TXNTexas Instruments Incorporated
32
HDHome Depot, Inc.
32
NVDANVIDIA Corporation
23
AMATApplied Materials, Inc.
32
BALLBall Corporation
22
DVNDevon Energy Corporation
22
LENLennar Corporation Class A
13

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.