WhatInvestorsBuy

Robert P. Bresnahan, Jr.: Stock Portfolio, Performance and Latest Trades

Robert P. Bresnahan, Jr.

U.S. Representative, PA-8

R Republican

Trades disclosed654
Bought / sold283 / 371
Est. volume$8.5M
Typical delay30 days

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Robert P. Bresnahan, Jr.'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
SPYState Street SPDR S&P 500 ETF Trust
8.33%$676.63+14.9%$777.22Held at end of 20250
NVDANVIDIA Corporation
5.87%$186.06+27.6%$237.47Feb 26, 20250
AAPLApple Inc.
5.48%$271.12+24.2%$336.67Held at end of 20250
BRK.B+ call optionsBerkshire Hathaway Inc. New
4.15%$502.65+0.7%$506.25Jan 13, 20250
MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund
2.86%$97.39+3.1%$100.36Held at end of 20250
AMZNAmazon.com, Inc.
2.70%$230.82+12.6%$259.92Apr 8, 20250
MSFTMicrosoft Corporation
2.69%$480.57+10.2%$529.76Apr 3, 20250
GOOGLAlphabet Inc.
2.53%$312.39+12.2%$350.50Held at end of 20250
QQQInvesco QQQ Trust, Series 1
1.82%$612.23+23.8%$757.73Held at end of 20250
AVGOBroadcom Inc.
1.60%$344.20+9.4%$376.51Jun 11, 20250
GOOGAlphabet Inc. - Class C Capital Stock
1.41%$313.19+10.9%$347.37Apr 11, 20250
METAMeta Platforms, Inc.
1.34%$658.40+9.6%$721.31Mar 4, 20250
LLYEli Lilly and Company
1.14%$1,069.51+11.1%$1,188.72Held at end of 20250
SGOViShares 0-3 Month Treasury Bond ETF
1.06%$97.74+2.8%$100.47Held at end of 20250
TSLATesla, Inc.
1.03%$449.72−16.0%$377.81Apr 8, 20250
FTZIXFullerThaler Behavioral Unconstrained Equity Fund Institutional Shares
1.02%$62.55+23.8%$77.45Held at end of 20250
VSLUApplied Finance Valuation Large Cap ETF
0.92%$44.26+11.8%$49.49Held at end of 20250
MUMicron Technology, Inc.
0.91%$285.25+281%$1,088.00Held at end of 20250
XOMExxonMobil Holdings Corporation
0.88%$117.97+39.1%$164.05Apr 8, 20250
INTCIntel Corporation
0.87%$36.90+207%$113.12Feb 3, 20250
LRCXLam Research Corporation
0.74%$170.67+93.1%$329.51Jan 16, 20250
IWMiShares Russell 2000 Index Fund
0.72%$244.50+13.6%$277.70Held at end of 20250
COSTCostco Wholesale Corporation
0.64%$858.55+9.7%$942.25Held at end of 20250
BUFRFT Vest Laddered Buffer ETF
0.63%$34.26+10.6%$37.89Held at end of 20250
PRWCXT. Rowe Price Capital Appreciation Fund
0.59%$35.75+9.9%$39.29Held at end of 20250
AMDAdvanced Micro Devices, Inc.
0.58%$214.16+202%$645.86May 15, 20250
JNJJohnson & Johnson
0.56%$203.67+26.9%$258.45Held at end of 20250
ABBVAbbVie Inc.
0.54%$223.21+21.6%$271.36Feb 25, 20250
CVXChevron Corporation
0.53%$148.27+38.4%$205.15Held at end of 20250
PANWPalo Alto Networks, Inc.
0.52%$184.20+120%$405.57Held at end of 20250
VVisa Inc.
0.52%$348.62+6.7%$372.10Feb 25, 20250
MAMastercard Incorporated
0.49%$568.09+0.3%$570.06Held at end of 20250
CCitigroup, Inc.
0.49%$114.95+10.8%$127.32Held at end of 20250
PLTRPalantir Technologies Inc.
0.48%$177.75+9.2%$194.12Feb 25, 20250
NFLXNetflix, Inc.
0.47%$93.76−25.7%$69.70Held at end of 20250
ANETArista Networks, Inc.
0.47%$131.03+64.7%$215.83Held at end of 20250
JPMJP Morgan Chase & Co.
0.46%$317.71+3.7%$329.58May 15, 20250
CLOAiShares AAA CLO Active ETF
0.46%$49.98+3.7%$51.80Held at end of 20250
BACBank of America Corporation
0.44%$54.13−1.1%$53.52Held at end of 20250
GEGE Aerospace
0.44%$307.20−1.2%$303.62Held at end of 20250
WMTWalmart Inc.
0.43%$110.71−2.3%$108.16Held at end of 20250
CBChubb Limited
0.41%$309.30+8.2%$334.70Held at end of 20250
TXNTexas Instruments Incorporated
0.40%$170.62+69.4%$288.98Mar 10, 20250
AMATApplied Materials, Inc.
0.39%$256.08+103%$520.65Held at end of 20250
WFCWells Fargo & Company
0.39%$91.69−12.5%$80.26Held at end of 20250
TWLOTwilio Inc. Class A
0.37%$142.24+91.9%$273.00Feb 25, 20250
CIENCiena Corporation
0.36%$233.87+90.9%$446.45Held at end of 20250
NOWServiceNow, Inc.
0.34%$153.19−10.0%$137.87Feb 3, 20250
BMYBristol-Myers Squibb Company
0.33%$51.64+15.6%$59.70Held at end of 20250
SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
0.33%$81.81+14.7%$93.82Held at end of 20250
ORCLOracle Corporation
0.32%$193.05−25.6%$143.56Held at end of 20250
BUFZFT Vest Laddered Moderate Buffer ETF
0.31%$26.53+8.4%$28.76Held at end of 20250
AMGNAmgen Inc.
0.31%$320.75+28.8%$413.08Held at end of 20250
CTASCintas Corporation
0.30%$186.64+5.6%$197.19Held at end of 20250
TSMTaiwan Semiconductor Manufacturing Company Ltd.
0.30%$301.52+56.6%$472.20Held at end of 20250
CSCOCisco Systems, Inc.
0.30%$75.63+55.2%$117.39Held at end of 20250
CRDOCredo Technology Group Holding Ltd
0.29%$143.89+52.9%$220.01Jun 3, 20250
GEVGE Vernova Inc.
0.29%$652.36+52.8%$997.09Held at end of 20250
ADIAnalog Devices, Inc.
0.29%$268.80+52.6%$410.08Apr 8, 20250
SNOWSnowflake Inc.
0.29%$219.36+51.7%$332.85Feb 12, 20250
CRLCharles River Laboratories International, Inc.
0.29%$199.48+50.5%$300.30Apr 8, 20250
CATCaterpillar, Inc.
0.27%$569.39+42.9%$813.83May 15, 20250
COPConocoPhillips
0.27%$91.59+41.8%$129.84May 15, 20250
ODFLOld Dominion Freight Line, Inc.
0.27%$156.14+12.5%$175.61Apr 8, 20250
DRIDarden Restaurants, Inc.
0.27%$179.81+12.1%$201.49Apr 8, 20250
STLDSteel Dynamics, Inc.
0.27%$168.14+39.2%$234.09Held at end of 20250
GRMNGarmin Ltd.
0.26%$200.41+37.8%$276.16Held at end of 20250
ETNEaton Corporation, PLC Ordinary Shares
0.26%$315.87+36.6%$431.33Held at end of 20250
MPCMarathon Petroleum Corporation
0.26%$160.76+175%$442.26May 15, 20250
WABWestinghouse Air Brake Technologies Corporation
0.25%$212.71+32.8%$282.44Held at end of 20250
FDBCFidelity D & D Bancorp, Inc.
0.25%$42.38+32.2%$56.01Held at end of 20250
MOAltria Group, Inc.
0.24%$55.00+26.2%$69.38Held at end of 20250
TRVThe Travelers Companies, Inc.
0.24%$286.82+25.7%$360.61Held at end of 20250
KOCoca-Cola Company
0.24%$68.58+25.1%$85.82Held at end of 20250
NTRSNorthern Trust Corporation
0.24%$134.57+25.0%$168.18Held at end of 20250
PMPhilip Morris International Inc
0.24%$156.33+23.3%$192.69Held at end of 20250
GILDGilead Sciences, Inc.
0.23%$120.57+21.8%$146.85Held at end of 20250
PONPXPIMCO Income Fund Class I-2
0.23%$10.56−2.5%$10.30Held at end of 20250
WMBWilliams Companies, Inc.
0.23%$58.82+21.5%$71.46Held at end of 20250
UNPUnion Pacific Corporation
0.23%$227.87+20.5%$274.68Apr 8, 20250
PFEPfizer, Inc.
0.23%$23.68+18.3%$28.00Feb 25, 20250
VZVerizon Communications Inc.
0.23%$38.78+18.0%$45.77Apr 8, 20250
MSIMotorola Solutions, Inc.
0.23%$380.18+17.9%$448.33Held at end of 20250
DGDollar General Corporation
0.22%$130.91−6.7%$122.14Feb 25, 20250
LINLinde plc
0.22%$422.23+14.6%$483.98Held at end of 20250
TMOThermo Fisher Scientific Inc
0.22%$577.85+14.6%$662.06May 15, 20250
NEMNewmont Corporation
0.22%$99.21+14.4%$113.54Apr 8, 20250
DELLDell Technologies Inc. Class C
0.22%$124.74+364%$578.96Apr 8, 20250
FTHSXFullerThaler Behavioral Small-Cap Equity Fund Institutional Shares
0.22%$50.12+14.2%$57.24Held at end of 20250
AFAZXApplied Finance Dividend Fund Institutional Class
0.22%$12.29+13.6%$13.96Held at end of 20250
AFDZXApplied Finance Explorer Fund Institutional Class
0.21%$23.22+12.4%$26.10Held at end of 20250
SBACSBA Communications Corporation
0.21%$189.66−10.2%$170.38Mar 11, 20250
VRTXVertex Pharmaceuticals Incorporated
0.21%$453.36+11.5%$505.64Held at end of 20250
MCKMcKesson Corporation
0.21%$817.83+11.3%$910.33Held at end of 20250
MTBM&T Bank Corporation
0.21%$197.42+9.7%$216.63Held at end of 20250
PHParker-Hannifin Corporation
0.21%$873.59+9.1%$952.79Held at end of 20250
MSMorgan Stanley
0.21%$174.65+8.6%$189.71Held at end of 20250
ECLEcolab Inc.
0.20%$260.41+6.8%$278.10Held at end of 20250
CRMSalesforce, Inc.
0.20%$263.11−14.7%$224.56Held at end of 20250
PGProcter & Gamble Company
0.20%$140.19+5.4%$147.82Held at end of 20250
QCOMQUALCOMM Incorporated
0.20%$168.42+5.2%$177.12Held at end of 20250
UBERUber Technologies, Inc.
0.20%$81.71−16.2%$68.45Mar 10, 20250
SHOPShopify Inc. - Class A Subordinate Voting Shares
0.20%$160.97+3.1%$166.03Held at end of 20250
HONHoneywell International Inc.
0.20%$201.88+3.1%$208.11Held at end of 20250
RLRalph Lauren Corporation
0.20%$350.78+3.0%$361.14Held at end of 20250
MMM3M Company
0.20%$157.87+2.7%$162.12Held at end of 20250
JPSTJPMorgan Ultra-Short Income ETF
0.20%$49.07+2.4%$50.27Held at end of 20250
GSGoldman Sachs Group, Inc.
0.20%$866.32+2.4%$887.21Held at end of 20250
TAT&T Inc.
0.20%$23.98+2.1%$24.47Held at end of 20250
BLKBlackRock, Inc.
0.19%$1,053.05+1.6%$1,069.63Held at end of 20250
AMPAmeriprise Financial, Inc.
0.19%$485.60+1.0%$490.56Held at end of 20250
PFTPXPIMCO Low Duration Income Fund Class I-2
0.19%$8.02+0.4%$8.05Held at end of 20250
PGRProgressive Corporation
0.19%$213.81+0.1%$214.12Held at end of 20250
RTXRTX Corporation
0.19%$181.43−0.6%$180.26Held at end of 20250
TTWOTake-Two Interactive Software, Inc.
0.19%$256.03−20.3%$204.01Feb 3, 20250
FPFIXFPA Flexible Fixed Income Fund
0.19%$10.08−1.2%$9.96Held at end of 20250
GDGeneral Dynamics Corporation
0.19%$332.28−1.7%$326.63Held at end of 20250
NEENextEra Energy, Inc.
0.19%$78.57−1.9%$77.06Held at end of 20250
HOODRobinhood Markets, Inc.
0.19%$113.10−3.2%$109.51May 9, 20250
CMCSAComcast Corporation
0.18%$27.00−22.5%$20.94Apr 8, 20250
DHRDanaher Corporation
0.18%$227.56−4.0%$218.49Apr 8, 20250
LOWLowe's Companies, Inc.
0.18%$237.47−23.6%$181.54Held at end of 20250
URIUnited Rentals, Inc.
0.18%$804.45+29.0%$1,037.44Apr 8, 20250
GLDMSPDR Gold MiniShares Trust
0.18%$85.37−5.0%$81.11Held at end of 20250
IBMInternational Business Machines Corporation
0.18%$290.30−24.0%$220.51Mar 10, 20250
DISWalt Disney Company
0.18%$112.90−7.2%$104.75Held at end of 20250
MDTMedtronic plc. Ordinary Shares
0.17%$93.66−8.7%$85.51Feb 25, 20250
TJXTJX Companies, Inc.
0.17%$152.20−8.8%$138.80Held at end of 20250
INTUIntuit Inc.
0.17%$656.26−54.7%$297.24Feb 25, 20250
TPRTapestry, Inc.
0.17%$126.59−10.4%$113.42Held at end of 20250
SYFSynchrony Financial
0.17%$82.40−12.7%$71.93Held at end of 20250
CEGConstellation Energy Corporation
0.16%$351.71−14.8%$299.59Held at end of 20250
HDHome Depot, Inc.
0.16%$336.79−15.1%$285.77Held at end of 20250
CDNSCadence Design Systems, Inc.
0.16%$312.58+13.9%$356.12Mar 17, 20250
TMUST-Mobile US, Inc.
0.16%$199.82−16.1%$167.65Held at end of 20250
AXPAmerican Express Company
0.16%$366.96−17.1%$304.25Held at end of 20250
ADBEAdobe Inc.
0.16%$349.99−33.5%$232.77Apr 8, 20250
TDGTransdigm Group Incorporated
0.16%$1,329.85−17.6%$1,096.21Held at end of 20250
COFCapital One Financial Corporation
0.16%$239.56−18.2%$195.91Held at end of 20250
ALLAllstate Corporation
0.15%$205.16+9.2%$223.95Held at end of 20250
SPGIS&P Global Inc.
0.15%$491.01−19.5%$395.18Apr 8, 20250
ABTAbbott Laboratories
0.15%$123.00−19.7%$98.73Held at end of 20250
SNPSSynopsys, Inc.
0.15%$469.72+7.0%$502.67Held at end of 20250
SYKStryker Corporation
0.15%$348.49−21.0%$275.40Held at end of 20250
MCDMcDonald's Corporation
0.15%$299.75−23.0%$230.88Held at end of 20250
BXBlackstone Inc.
0.14%$149.45−25.2%$111.83Held at end of 20250
ISRGIntuitive Surgical, Inc.
0.14%$566.36−26.8%$414.52Held at end of 20250
STXSeagate Technology Holdings PLC
0.14%$274.50+194%$807.57Held at end of 20250
SPABState Street SPDR Portfolio Aggregate Bond ETF
0.14%$24.97−2.6%$24.31Held at end of 20250
AXONAxon Enterprise, Inc.
0.14%$567.93−28.5%$406.00Held at end of 20250
ORLYO'Reilly Automotive, Inc.
0.13%$91.21−7.2%$84.61Held at end of 20250
FISVFiserv, Inc.
0.13%$67.17−32.5%$45.31Held at end of 20250
VLOValero Energy Corporation
0.12%$160.41+164%$424.10May 15, 20250
VICRVicor Corporation
0.12%$109.60+158%$282.78Held at end of 20250
DXCMDexCom, Inc.
0.12%$66.37+27.0%$84.30Feb 25, 20250
OKTAOkta, Inc.
0.12%$86.47+152%$218.00Apr 4, 20250
GWWW.W. Grainger, Inc.
0.12%$1,003.15+26.0%$1,263.51Held at end of 20250
AMEAMETEK, Inc.
0.11%$204.38+21.6%$248.62Held at end of 20250
DALDelta Air Lines, Inc.
0.11%$68.86+20.5%$82.97Apr 8, 20250
FTNTFortinet, Inc.
0.11%$79.41+138%$189.28Held at end of 20250
TDYTeledyne Technologies Incorporated
0.11%$510.73+18.3%$604.15Apr 8, 20250
CHDChurch & Dwight Company, Inc.
0.11%$83.07+16.5%$96.75Held at end of 20250
DURPXU.S. High Relative Profitability Portfolio Institutional Class
0.11%$27.12+12.3%$30.45Held at end of 20250
MTDMettler-Toledo International, Inc.
0.10%$1,394.19+10.0%$1,533.48May 15, 20250
PSXPhillips 66
0.10%$126.39+115%$271.62Held at end of 20250
LMTLockheed Martin Corporation
0.10%$475.07+5.1%$499.22May 15, 20250
ADPAutomatic Data Processing, Inc.
0.10%$251.59+4.9%$264.00Held at end of 20250
CIThe Cigna Group
0.10%$270.64+2.9%$278.51Held at end of 20250
CDWCDW Corporation
0.10%$134.08+2.0%$136.82Apr 8, 20250
DDOGDatadog, Inc.
0.09%$135.99+99.5%$271.34Held at end of 20250
MTSIMACOM Technology Solutions Holdings, Inc.
0.09%$171.28+96.1%$335.91Feb 10, 20250
SHWSherwin-Williams Company
0.09%$321.73−2.1%$315.00Held at end of 20250
REGNRegeneron Pharmaceuticals, Inc.
0.09%$768.90−3.5%$742.12May 15, 20250
NDAQNasdaq, Inc.
0.09%$96.15−4.4%$91.93Held at end of 20250
FDSFactSet Research Systems Inc.
0.09%$286.22−4.7%$272.78Held at end of 20250
RMDResMed Inc.
0.09%$238.92−5.4%$225.98Held at end of 20250
HCAHCA Healthcare, Inc.
0.09%$464.38−5.4%$439.17Held at end of 20250
GLWCorning Incorporated
0.09%$87.10+87.4%$163.25Apr 8, 20250
FFIVF5, Inc.
0.09%$255.26+82.8%$466.65Held at end of 20250
HSYThe Hershey Company
0.08%$178.01−9.9%$160.34Feb 25, 20250
BSXBoston Scientific Corporation
0.08%$95.35−56.4%$41.58Held at end of 20250
ASMLASML Holding N.V. - New York Registry Shares
0.08%$1,064.74+69.5%$1,804.96Held at end of 20250
AZOAutoZone, Inc.
0.08%$3,391.50−16.1%$2,846.27Held at end of 20250
PWRQuanta Services, Inc.
0.08%$421.73+66.2%$701.07Feb 25, 20250
ROPRoper Technologies, Inc.
0.08%$440.87−18.7%$358.57Held at end of 20250
GNRCGenerac Holdlings Inc.
0.08%$136.37+62.3%$221.34Held at end of 20250
ZBRAZebra Technologies Corporation
0.07%$242.82+59.0%$386.05Held at end of 20250
MPWRMonolithic Power Systems, Inc.
0.07%$901.84+58.1%$1,425.98Apr 8, 20250
TRGPTarga Resources, Inc.
0.07%$181.82+56.2%$283.96Held at end of 20250
DVADaVita Inc.
0.07%$113.61+55.6%$176.78Held at end of 20250
AONAon plc Class A Ordinary Shares
0.07%$351.15−23.0%$270.47Held at end of 20250
LKQLKQ Corporation
0.07%$29.22−24.6%$22.03Held at end of 20250
IDXXIDEXX Laboratories, Inc.
0.07%$676.53−25.1%$506.67Feb 25, 20250
DPZDomino's Pizza Inc
0.07%$409.64−26.0%$303.10Held at end of 20250
CTVACorteva, Inc.
0.07%$9.99+44.6%$14.45Held at end of 20250
ADMArcher-Daniels-Midland Company
0.07%$56.33+44.4%$81.34Apr 8, 20250
IBPInstalled Building Products, Inc.
0.07%$256.32−28.1%$184.40Held at end of 20250
OXYOccidental Petroleum Corporation
0.07%$40.55+43.5%$58.21Feb 25, 20250
IRMIron Mountain Incorporated
0.07%$81.09+42.7%$115.75Held at end of 20250
FCXFreeport-McMoRan, Inc.
0.07%$50.43+42.5%$71.86Held at end of 20250
DEDeere & Company
0.07%$461.91+42.2%$656.87Feb 25, 20250
EOGEOG Resources, Inc.
0.07%$102.46+40.8%$144.21Feb 25, 20250
ALGMAllegro MicroSystems, Inc.
0.07%$26.38+40.4%$37.03Held at end of 20250
LYBLyondellBasell Industries NV Ordinary Shares Class A
0.07%$41.91+39.6%$58.49May 15, 20250
GTLBGitLab Inc.
0.07%$37.53+38.5%$51.99Held at end of 20250
STTState Street Corporation
0.07%$126.02+38.2%$174.19Held at end of 20250
EQIXEquinix, Inc.
0.06%$754.65+36.7%$1,031.77Held at end of 20250
CPRTCopart, Inc.
0.06%$39.15−32.0%$26.62Held at end of 20250
CPAYCorpay, Inc.
0.06%$300.93+33.7%$402.43Held at end of 20250
DVNDevon Energy Corporation
0.06%$35.95+33.2%$47.88Apr 8, 20250
TSCOTractor Supply Company
0.06%$49.05−33.7%$32.52Held at end of 20250
DGXQuest Diagnostics Incorporated
0.06%$171.29+32.6%$227.06Held at end of 20250
JCIJohnson Controls International plc Ordinary Share
0.06%$118.72+31.3%$155.93Held at end of 20250
SLBSLB Limited Common Shares
0.06%$37.76+27.0%$47.96Feb 25, 20250
VEEVVeeva Systems Inc. Class A
0.06%$223.23+26.6%$282.50May 29, 20250
BIIBBiogen Inc.
0.06%$175.99+26.2%$222.15Feb 25, 20250
FASTFastenal Company
0.06%$39.48+26.2%$49.83Held at end of 20250
ROSTRoss Stores, Inc.
0.06%$179.06+26.0%$225.53Held at end of 20250
BAXBaxter International Inc.
0.06%$19.08+25.6%$23.97May 15, 20250
LHLabcorp Holdings Inc.
0.06%$249.03+25.3%$311.97Feb 25, 20250
AAgilent Technologies, Inc.
0.06%$135.26+25.0%$169.09May 15, 20250
EBAYeBay Inc.
0.06%$86.31+24.7%$107.60Held at end of 20250
SOLSSollensys Corp.
0.06%$48.43+24.6%$60.36Held at end of 20250
MCHPMicrochip Technology Incorporated
0.06%$62.65+24.5%$78.02Apr 8, 20250
OKEONEOK, Inc.
0.06%$70.80+24.4%$88.05Held at end of 20250
METMetLife, Inc.
0.06%$77.30+23.9%$95.78Held at end of 20250
ESTCElastic N.V. Ordinary Shares
0.06%$75.44+23.4%$93.10Held at end of 20250
BKRBaker Hughes Company
0.06%$45.05+23.0%$55.41Held at end of 20250
DOWDow Inc.
0.06%$22.61+22.8%$27.77May 15, 20250
TPLTexas Pacific Land Corporation
0.06%$285.99+20.9%$345.79Apr 8, 20250
TTTrane Technologies plc
0.06%$386.47+20.9%$467.27Held at end of 20250
TEAMAtlassian Corporation
0.06%$162.14+20.8%$195.79Jan 28, 20250
WELLWelltower Inc.
0.06%$183.63+20.4%$221.12Held at end of 20250
BDXBecton, Dickinson and Company
0.06%$149.66+20.4%$180.16May 15, 20250
LYVLive Nation Entertainment, Inc.
0.06%$142.50+19.9%$170.84Held at end of 20250
TEMTempus AI, Inc.
0.06%$59.05+19.1%$70.35May 9, 20250
KMIKinder Morgan, Inc.
0.06%$26.73+19.1%$31.82Held at end of 20250
DLRDigital Realty Trust, Inc.
0.06%$151.61+19.0%$180.47Held at end of 20250
IVZInvesco Ltd
0.06%$25.69+18.7%$30.50Held at end of 20250
LSTLeuthold Select Industries ETF
0.06%$40.15+18.3%$47.48Held at end of 20250
DFSCXDFA U.S. Micro Cap Portfolio
0.06%$31.22+18.2%$36.92Held at end of 20250
CHEChemed Corp
0.06%$426.18+17.7%$501.45Held at end of 20250
GLGlobe Life Inc.
0.06%$139.00+17.6%$163.41Held at end of 20250
ELVElevance Health, Inc.
0.06%$345.49+17.0%$404.31Held at end of 20250
XSVMInvesco S&P SmallCap Value with Momentum ETF
0.05%$56.25+16.6%$65.59Held at end of 20250
DFSVXDFA U.S. Small Cap Value Portfolio
0.05%$51.09+16.2%$59.36Held at end of 20250
WRBYWarby Parker Inc. Class A
0.05%$21.79+16.2%$25.31Held at end of 20250
UNHUnitedHealth Group Incorporated
0.05%$323.71+16.1%$375.98Apr 8, 20250
MARMarriott International
0.05%$308.40+15.6%$356.50Held at end of 20250
APDAir Products and Chemicals, Inc.
0.05%$240.62+15.6%$278.12May 15, 20250
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF
0.05%$46.34+15.0%$53.28Held at end of 20250
INCYIncyte Corporation
0.05%$98.77+14.9%$113.44Held at end of 20250
WATWaters Corporation
0.05%$379.83+14.8%$435.99Feb 25, 20250
SCHXSchwab U.S. Large-Cap ETF
0.05%$26.69+14.6%$30.60Held at end of 20250
VTIVanguard Total Stock Market ETF
0.05%$332.43+14.6%$381.03Held at end of 20250
MSXAXNYLI S&P 500 Index Fund Class A
0.05%$72.58+14.5%$83.13Held at end of 20250
IQVIQVIA Holdings, Inc.
0.05%$225.41+14.5%$258.11Apr 8, 20250
CAHCardinal Health, Inc.
0.05%$203.58+14.0%$232.16Apr 8, 20250
CVSCVS Health Corporation
0.05%$77.55+13.4%$87.95Feb 25, 20250
DFSTXDFA U.S. Small Cap Portfolio
0.05%$51.89+13.3%$58.77Held at end of 20250
ETREntergy Corporation
0.05%$90.79+13.2%$102.80Held at end of 20250
MDLZMondelez International, Inc.
0.05%$52.46+13.2%$59.38Feb 25, 20250
SBUXStarbucks Corporation
0.05%$82.71+13.1%$93.58Held at end of 20250
CBOECboe Global Markets, Inc.
0.05%$249.17+13.0%$281.57Held at end of 20250
CLColgate-Palmolive Company
0.05%$77.61+12.4%$87.21Held at end of 20250
MOHMolina Healthcare Inc
0.05%$173.54+12.3%$194.82May 15, 20250
PSAPublic Storage
0.05%$251.94+11.9%$281.99Held at end of 20250
HLTHilton Worldwide Holdings Inc.
0.05%$286.85+11.7%$320.53Held at end of 20250
KIMKimco Realty Corporation
0.05%$19.60+11.5%$21.85Held at end of 20250
VBRVanguard Small-Cap Value ETF
0.05%$208.72+11.2%$232.17Held at end of 20250
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF
0.05%$57.34+11.2%$63.76Held at end of 20250
HSICHenry Schein, Inc.
0.05%$75.58+10.7%$83.66Apr 8, 20250
FDAGXFidelity Advisor Consumer Staples Fund Class A
0.05%$81.44+10.4%$89.88Held at end of 20250
NWSANews Corporation
0.05%$25.92+10.4%$28.61Held at end of 20250
SPGSimon Property Group, Inc.
0.05%$179.09+10.3%$197.59Held at end of 20250
MASMasco Corporation
0.05%$62.61+10.0%$68.87Held at end of 20250
SWSmurfit WestRock plc Ordinary Shares
0.05%$37.56+9.9%$41.29Held at end of 20250
NSCNorfolk Southern Corporation
0.05%$285.08+9.9%$313.20Held at end of 20250
ZMZoom Communications, Inc.
0.05%$86.29+9.8%$94.77Jan 28, 20250
NXPINXP Semiconductors N.V.
0.05%$214.25+9.8%$235.22Apr 8, 20250
FITBFifth Third Bancorp
0.05%$45.68+9.7%$50.12Held at end of 20250
BALLBall Corporation
0.05%$52.45+9.6%$57.48Held at end of 20250
CACICACI International, Inc. Class A
0.05%$532.81+9.2%$581.85Held at end of 20250
MHKMohawk Industries, Inc.
0.05%$109.30+9.0%$119.18Held at end of 20250
HWMHowmet Aerospace Inc.
0.05%$204.71+8.8%$222.75Held at end of 20250
HCSGHealthcare Services Group, Inc.
0.05%$19.12+8.7%$20.79Held at end of 20250
FCLAXFidelity Advisor Industrials Cl A
0.05%$55.58+8.7%$60.39Held at end of 20250
AEPAmerican Electric Power Company, Inc.
0.05%$112.72+8.3%$122.08Held at end of 20250
DDominion Energy, Inc.
0.05%$56.82+8.3%$61.53Held at end of 20250
USBU.S. Bancorp
0.05%$51.88+8.3%$56.17Held at end of 20250
ITWIllinois Tool Works Inc.
0.05%$241.71+8.0%$261.15Held at end of 20250
HUBBHubbell Inc
0.05%$440.22+8.0%$475.41Held at end of 20250
EDConsolidated Edison, Inc.
0.05%$96.93+8.0%$104.64Held at end of 20250
AESThe AES Corporation
0.05%$13.83+7.9%$14.93Feb 25, 20250
SYYSysco Corporation
0.05%$71.61+7.2%$76.79Held at end of 20250
NWSNews Corporation
0.05%$29.43+7.1%$31.52Held at end of 20250
PNCPNC Financial Services Group, Inc.
0.05%$203.94+6.8%$217.72Held at end of 20250
ESSEssex Property Trust, Inc.
0.05%$251.70+6.5%$268.05Held at end of 20250
SNASnap-On Incorporated
0.05%$338.00+6.5%$359.89Held at end of 20250
KVUEKenvue Inc.
0.05%$16.47+6.4%$17.53Held at end of 20250
REGRegency Centers Corporation
0.05%$67.04+5.6%$70.80Held at end of 20250
JHQTXJPMorgan Hedged Equity 3 Fund Class I
0.05%$20.92+5.6%$22.09Held at end of 20250
VTRVentas, Inc.
0.05%$75.98+5.3%$80.04Held at end of 20250
CARRCarrier Global Corporation
0.05%$52.24+5.3%$55.00Held at end of 20250
EXRExtra Space Storage Inc
0.05%$125.86+4.6%$131.70Held at end of 20250
CMNIXCalamos Market Neutral Fd Cl I
0.05%$15.57+4.6%$16.29Held at end of 20250
JDBAXJanus Henderson Balanced Fund - A Shares
0.05%$47.72+4.4%$49.83Held at end of 20250
AFLAFLAC Incorporated
0.05%$108.57+3.8%$112.74Held at end of 20250
VSTVistra Corp.
0.05%$160.62+3.8%$166.72Held at end of 20250
IWPiShares Russell Midcap Growth ETF
0.05%$136.57+3.6%$141.46Held at end of 20250
AMCRAmcor plc Ordinary Shares
0.05%$39.91+3.4%$41.26May 15, 20250
RSGRepublic Services, Inc.
0.05%$209.41+3.2%$216.18Held at end of 20250
RCLRoyal Caribbean Cruises Ltd.
0.05%$274.38+2.9%$282.32Apr 8, 20250
BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF
0.05%$89.01+2.8%$91.46Held at end of 20250
FTVFortive Corporation
0.05%$55.03+2.7%$56.52Apr 8, 20250
FEFirstEnergy Corp.
0.05%$43.46+2.6%$44.58Held at end of 20250
CMICummins Inc.
0.05%$505.27+2.4%$517.32Held at end of 20250
CMECME Group Inc.
0.05%$264.09+2.3%$270.27Apr 8, 20250
CNPCenterPoint Energy, Inc
0.05%$37.70+2.2%$38.53Feb 25, 20250
PLDPrologis, Inc.
0.05%$124.74+2.1%$127.30Held at end of 20250
RFRegions Financial Corporation
0.05%$26.32+1.4%$26.70Held at end of 20250
DTEDTE Energy Company
0.05%$125.81+1.1%$127.24Held at end of 20250
DUKDuke Energy Corporation
0.05%$114.22+1.1%$115.50Held at end of 20250
EXPOExponent, Inc.
0.05%$68.51+0.6%$68.95Held at end of 20250
EWEdwards Lifesciences Corporation
0.05%$85.25+0.6%$85.78Apr 8, 20250
WRBW.R. Berkley Corporation
0.05%$69.31+0.6%$69.73Held at end of 20250
LLoews Corporation
0.05%$105.13+0.5%$105.67Held at end of 20250
SOSouthern Company
0.05%$85.11+0.4%$85.44Held at end of 20250
XELXcel Energy Inc.
0.05%$72.19+0.3%$72.42Held at end of 20250
GMGeneral Motors Company
0.05%$80.79+0.3%$80.99Apr 8, 20250
ESEversource Energy
0.05%$65.08+0.2%$65.24Apr 8, 20250
AWKAmerican Water Works Company, Inc.
0.05%$127.85−0.4%$127.38Held at end of 20250
KMBKimberly-Clark Corporation
0.05%$97.14−0.7%$96.48Held at end of 20250
PPLPPL Corporation
0.05%$34.20−0.7%$33.95Held at end of 20250
NINiSource Inc
0.05%$40.94−1.0%$40.54Held at end of 20250
KEYKeyCorp
0.05%$20.05−1.1%$19.83Held at end of 20250
ORealty Income Corporation
0.05%$54.19−1.5%$53.35Held at end of 20250
EQTEQT Corporation
0.05%$53.13−1.5%$52.31Apr 8, 20250
PCARPACCAR Inc.
0.05%$108.60−1.6%$106.86Apr 8, 20250
TIPiShares TIPS Bond ETF
0.05%$106.28−1.9%$104.24Held at end of 20250
PMOPXPIMCO Moderate Duration Fund Class I-2
0.05%$9.20−2.1%$9.01Held at end of 20250
MSCIMSCI Inc.
0.05%$567.39−2.1%$555.38Apr 8, 20250
EXCExelon Corporation
0.05%$42.41−2.2%$41.49Held at end of 20250
IRIngersoll Rand Inc.
0.05%$79.16−2.4%$77.24Apr 8, 20250
AMTAmerican Tower Corporation
0.05%$170.35−2.4%$166.18Apr 8, 20250
UPSUnited Parcel Service, Inc.
0.05%$94.69−2.5%$92.29Apr 8, 20250
DOVDover Corporation
0.05%$193.80−2.8%$188.29Apr 8, 20250
PCTYPaylocity Holding Corporation
0.05%$152.50−2.9%$148.02Held at end of 20250
ATOAtmos Energy Corporation
0.05%$164.77−3.4%$159.21Held at end of 20250
KRKroger Company
0.05%$61.42−3.5%$59.25Held at end of 20250
PHMPulteGroup, Inc.
0.05%$116.51−3.6%$112.33Held at end of 20250
WMWaste Management, Inc.
0.05%$216.94−3.7%$208.94Held at end of 20250
INVHInvitation Homes Inc.
0.05%$26.87−3.8%$25.86Held at end of 20250
TELTE Connectivity plc Ordinary Shares
0.05%$225.06−4.1%$215.83Apr 8, 20250
FFord Motor Company
0.04%$12.68−4.4%$12.12Apr 8, 20250
TFCTruist Financial Corporation
0.04%$47.74−4.5%$45.58Held at end of 20250
KHCThe Kraft Heinz Company
0.04%$23.06−4.7%$21.98Feb 25, 20250
CMSCMS Energy Corporation
0.04%$68.32−4.8%$65.07Held at end of 20250
ICEIntercontinental Exchange Inc.
0.04%$160.31−4.8%$152.59Held at end of 20250
PYPLPayPal Holdings, Inc.
0.04%$57.87−5.0%$54.95Apr 8, 20250
CORCencora, Inc.
0.04%$335.75−5.5%$317.25Held at end of 20250
UDRUDR, Inc.
0.04%$35.39−5.9%$33.32Held at end of 20250
YUMYum! Brands, Inc.
0.04%$149.10−5.9%$140.35Held at end of 20250
ALLEAllegion plc Ordinary Shares
0.04%$157.41−6.0%$147.91Held at end of 20250
PAYXPaychex, Inc.
0.04%$108.49−6.4%$101.55Held at end of 20250
DHID.R. Horton, Inc.
0.04%$142.76−6.6%$133.28Apr 8, 20250
HIGThe Hartford Insurance Group, Inc.
0.04%$135.97−6.7%$126.92Held at end of 20250
NUNu Holdings Ltd. Class A Ordinary Shares
0.04%$16.74−6.9%$15.58Mar 10, 20250
MELIMercadoLibre, Inc.
0.04%$2,014.26−7.0%$1,872.78Mar 10, 20250
SREDBA Sempra
0.04%$86.33−7.7%$79.69Apr 8, 20250
SPTLState Street SPDR Portfolio Long Term Treasury ETF
0.04%$25.64−7.7%$23.66Held at end of 20250
EXPEExpedia Group, Inc.
0.04%$281.69−8.1%$258.86Held at end of 20250
PEGPublic Service Enterprise Group Incorporated
0.04%$78.26−8.3%$71.74Held at end of 20250
BXPBXP, Inc.
0.04%$65.13−8.8%$59.42Held at end of 20250
AIGAmerican International Group, Inc. New
0.04%$83.93−9.9%$75.66Held at end of 20250
HBANHuntington Bancshares Incorporated
0.04%$16.85−10.0%$15.17Held at end of 20250
CPTCamden Property Trust
0.04%$106.74−10.2%$95.80Held at end of 20250
WTWWillis Towers Watson Public Limited Company
0.04%$325.24−10.6%$290.67Held at end of 20250
MCOMoody's Corporation
0.04%$507.46−11.4%$449.63Held at end of 20250
AJGArthur J. Gallagher & Co.
0.04%$256.46−11.4%$227.10Held at end of 20250
LULUlululemon athletica inc.
0.04%$207.81−55.8%$91.88Feb 25, 20250
SPOTSpotify Technology S.A. Ordinary Shares
0.04%$580.71−11.7%$512.92Jun 5, 20250
STZConstellation Brands, Inc.
0.04%$135.09−12.4%$118.39Apr 8, 20250
FOXFox Corporation
0.04%$64.27−12.9%$55.98Held at end of 20250
MDBMongoDB, Inc.
0.04%$419.69−13.5%$363.03Held at end of 20250
PEDPXPIMCO Extended Duration Fund Class I-2
0.04%$12.27−13.9%$10.57Held at end of 20250
VMCVulcan Materials Company
0.04%$283.59−13.9%$244.13Held at end of 20250
WDAYWorkday, Inc.
0.04%$214.78−14.2%$184.26Apr 8, 20250
MOSMosaic Company
0.04%$23.45−14.8%$19.97Held at end of 20250
MAAMid-America Apartment Communities, Inc.
0.04%$134.13−14.9%$114.21Held at end of 20250
VICIVICI Properties Inc.
0.04%$26.70−15.2%$22.64Held at end of 20250
DASHDoorDash, Inc.
0.04%$226.48−15.6%$191.24Apr 8, 20250
NOCNorthrop Grumman Corporation
0.04%$563.34−16.0%$473.46Held at end of 20250
IPInternational Paper Company
0.04%$38.00−16.3%$31.82Held at end of 20250
GENGen Digital Inc.
0.04%$26.78−16.4%$22.39Held at end of 20250
STESTERIS plc
0.04%$251.36−16.6%$209.68Feb 25, 20250
CMGChipotle Mexican Grill, Inc.
0.04%$37.00−16.8%$30.77Held at end of 20250
CCICrown Castle Inc.
0.04%$85.52−19.3%$69.01Held at end of 20250
FICOFair Isaac Corporation
0.04%$1,690.62−59.7%$681.77Held at end of 20250
LHXL3Harris Technologies, Inc.
0.04%$289.98−19.4%$233.63Held at end of 20250
PCGPacific Gas & Electric Co.
0.04%$15.91−19.6%$12.79Held at end of 20250
UHSUniversal Health Services, Inc.
0.04%$217.25−19.6%$174.62Held at end of 20250
ADSKAutodesk, Inc.
0.04%$296.01−20.6%$235.05Held at end of 20250
CBRECBRE Group Inc Common Stock Class A
0.04%$160.79−20.7%$127.56Held at end of 20250
GEHCGE HealthCare Technologies Inc.
0.04%$81.90−21.0%$64.67Feb 25, 20250
COINCoinbase Global, Inc.
0.04%$226.14−21.1%$178.45Jun 24, 20250
GDDYGoDaddy Inc. Class A
0.04%$124.08−21.7%$97.21Apr 8, 20250
DECKDeckers Outdoor Corporation
0.04%$103.67−22.5%$80.38Held at end of 20250
MLMMartin Marietta Materials, Inc.
0.04%$620.00−22.7%$479.01Held at end of 20250
OTISOtis Worldwide Corporation
0.04%$85.91−23.5%$65.74Held at end of 20250
VRSKVerisk Analytics, Inc.
0.04%$221.92−24.0%$168.68Held at end of 20250
XYLXylem Inc. Common Stock New
0.04%$134.68−24.4%$101.82Held at end of 20250
PCORProcore Technologies, Inc.
0.04%$72.74−24.7%$54.80Held at end of 20250
ACNAccenture plc Class A Ordinary Shares
0.04%$262.88−25.2%$196.64Held at end of 20250
LIILennox International, Inc.
0.04%$481.18−25.5%$358.43Held at end of 20250
SESea Limited American Depositary Shares, each representing one Class A Ordinary Share
0.03%$127.57−25.8%$94.66Mar 5, 20250
TYLTyler Technologies, Inc.
0.03%$453.95−26.8%$332.34Held at end of 20250
BRBroadridge Financial Solutions, Inc.
0.03%$219.11−26.9%$160.13Apr 8, 20250
GISGeneral Mills, Inc.
0.03%$44.33−28.3%$31.77May 15, 20250
KKRKKR & Co. Inc.
0.03%$126.76−29.3%$89.67Held at end of 20250
CTSHCognizant Technology Solutions Corporation
0.03%$81.52−30.0%$57.07Held at end of 20250
NRGNRG Energy, Inc.
0.03%$157.70−31.1%$108.61Held at end of 20250
MKCMcCormick & Company, Incorporated
0.03%$66.90−32.4%$45.25Held at end of 20250
NCLHNorwegian Cruise Line Holdings Ltd. Ordinary Shares
0.03%$22.32−32.6%$15.05Held at end of 20250
TTANServiceTitan, Inc.
0.03%$106.50−32.6%$71.74Jun 11, 20250
EFXEquifax, Inc.
0.03%$215.03−33.8%$142.43Apr 8, 20250
LMNDLemonade, Inc.
0.03%$71.18−34.2%$46.83Held at end of 20250
THOThor Industries, Inc.
0.03%$100.78−34.7%$65.84Held at end of 20250
LDOSLeidos Holdings, Inc.
0.03%$178.74−36.5%$113.55Held at end of 20250
WGOWinnebago Industries, Inc.
0.03%$38.83−37.0%$24.45Held at end of 20250
GPKGraphic Packaging Holding Company
0.03%$14.57−41.5%$8.52Held at end of 20250
ZTSZoetis Inc. Class A
0.03%$123.88−42.2%$71.55May 15, 20250
MNDYmonday.com Ltd.
0.03%$147.56−43.4%$83.51Feb 11, 20250
NKENike, Inc.
0.03%$62.07−44.6%$34.36Apr 8, 20250
HUBSHubSpot, Inc.
0.03%$401.30−45.1%$220.27Held at end of 20250
ROLRollins, Inc.
0.02%$59.35−48.0%$30.87Held at end of 20250
CHTRCharter Communications, Inc.
0.02%$208.75−48.8%$106.96Apr 8, 20250
PODDInsulet Corporation
0.02%$284.24−52.7%$134.36Held at end of 20250
APPApplovin Corporation
0.02%$673.82−58.3%$281.29Jun 6, 20250
TTDThe Trade Desk, Inc.
0.01%$37.96−68.2%$12.09Feb 26, 20250

Robert P. Bresnahan, Jr.'s option bets

Disclosed option purchases. Calls bet on a rise, puts on a fall.

StockTypeStrikeExpiresPaidStock todayStatusDisclosed
BRK.B
Call · bet on a rise––$50K–$100K$506.25OpenFeb 13, 2025
BRK.B
Call · bet on a rise––$1K–$15K$506.25SoldFeb 13, 2025
BRK.B
Call · bet on a rise––$1K–$15K$506.25SoldFeb 13, 2025

Robert P. Bresnahan, Jr.'s buys and sells

Jan 13, 2025 to Jul 1, 2026.

StockActionAmountTradedDisclosed
US Treasury Note 06/30/27Bond
Bought$15K–$50KJul 1, 2026Aug 12, 202642 days later
Pennsylvania State Turnpike Commission BondBond
Bought$50K–$100KMar 6, 2026Mar 18, 202612 days later
Parkland, PA School District Municipal BondBond
Bought$50K–$100KFeb 20, 2026Mar 18, 202626 days later
Philadelphia, PA Municipal BondBond
Bought$50K–$100KFeb 3, 2026Feb 22, 202619 days later
US Treasury Note 01/31/27Bond
Bought$1K–$15KFeb 3, 2026Feb 22, 202619 days later
KKellanova
Sold$1K–$15KDec 11, 2025Dec 19, 20258 days later
Pennsylvania State Turnpike Commission BondBond
Bought$50K–$100KDec 4, 2025Dec 19, 202515 days later
Souderton, PA Municipal BondBond
Sold$50K–$100KNov 25, 2025Dec 19, 202524 days later
BRK.BBerkshire Hathaway Inc. New
Sold$50K–$100KNov 19, 2025Dec 19, 202530 days later
BRKB OptionOther
Bought$15K–$50KNov 19, 2025Dec 19, 202530 days later
BRKB OptionOther
Bought$50K–$100KNov 19, 2025Dec 19, 202530 days later
BRKB OptionOther
Bought$1K–$15KNov 19, 2025Dec 19, 202530 days later
BRKB OptionOther
Bought$15K–$50KNov 19, 2025Dec 19, 202530 days later
SPY OptionOther
Bought$15K–$50KNov 19, 2025Dec 19, 202530 days later
SPY OptionOther
Bought$15K–$50KNov 19, 2025Dec 19, 202530 days later
SPY OptionOther
Bought$1K–$15KNov 19, 2025Dec 19, 202530 days later
SPY OptionOther
Bought$50K–$100KNov 19, 2025Dec 19, 202530 days later
QQQ OptionOther
Bought$1K–$15KSep 16, 2025Oct 14, 202528 days later
SPY OptionOther
Sold$1K–$15KSep 16, 2025Oct 14, 202528 days later
SPY OptionOther
Bought$15K–$50KSep 16, 2025Oct 14, 202528 days later
SPY OptionOther
Bought$15K–$50KSep 16, 2025Oct 14, 202528 days later
IWM OptionOther
Bought$1K–$15KSep 15, 2025Oct 14, 202529 days later
IWM OptionOtherJoint
Bought$1K–$15KSep 15, 2025Oct 14, 202529 days later
QQQ OptionOtherJoint
Bought$1K–$15KSep 15, 2025Oct 14, 202529 days later
Arlington, TX Municipal BondBond
Bought$50K–$100KAug 18, 2025Aug 29, 202511 days later
Pennsylvania State University Municipal BondBond
Bought$50K–$100KJul 21, 2025Aug 25, 202535 days later
Minneapolis-Saint Paul, MN Municipal BondBond
Bought$100K–$250KJul 18, 2025Aug 25, 202538 days later
ZMZoom Communications, Inc.
Sold$1K–$15KJun 25, 2025Jul 8, 202513 days later
CRCLCircle Internet Group, Inc. Class A
Bought$1K–$15KJun 24, 2025Jul 8, 202514 days later
COINCoinbase Global, Inc.
Bought$1K–$15KJun 24, 2025Jul 8, 202514 days later
AMZNAmazon.com, Inc.
Sold$1K–$15KJun 23, 2025Jul 8, 202515 days later
CALL BERKSHIRE CL BOther
Sold$50K–$100KJun 16, 2025Jul 8, 202522 days later
CALL BERKSHIRE CL BOther
Bought$50K–$100KJun 16, 2025Jul 8, 202522 days later
CALL BERKSHIRE CL BOther
Sold$1K–$15KJun 16, 2025Jul 8, 202522 days later
CALL BERKSHIRE CL BOther
Bought$15K–$50KJun 16, 2025Jul 8, 202522 days later
CALL SPDR S&P 500 ETFOther
Bought$1K–$15KJun 16, 2025Jul 8, 202522 days later
CALL SPDR S&P 500 ETFOther
Sold$1K–$15KJun 16, 2025Jul 8, 202522 days later
CBChubb Limited
Sold$1K–$15KJun 13, 2025Jun 23, 202510 days later
TEAMAtlassian Corporation
Sold$1K–$15KJun 11, 2025Jul 8, 202527 days later
AVGOBroadcom Inc.
Bought$1K–$15KJun 11, 2025Jul 8, 202527 days later
DDOGDatadog, Inc.
Sold$1K–$15KJun 11, 2025Jul 8, 202527 days later
GTLBGitLab Inc.
Sold$1K–$15KJun 11, 2025Jul 8, 202527 days later
INTCIntel Corporation
Sold$1K–$15KJun 11, 2025Jul 8, 202527 days later
TTANServiceTitan, Inc.
Bought$1K–$15KJun 11, 2025Jul 8, 202527 days later
APPApplovin Corporation
Bought$1K–$15KJun 6, 2025Jul 8, 202532 days later
INTCIntel Corporation
Sold part$1K–$15KJun 6, 2025Jul 8, 202532 days later
ZMZoom Communications, Inc.
Sold$1K–$15KJun 6, 2025Jul 8, 202532 days later
SPOTSpotify Technology S.A. Ordinary Shares
Bought$1K–$15KJun 5, 2025Jul 8, 202533 days later
TSLATesla, Inc.
Bought$1K–$15KJun 5, 2025Jul 8, 202533 days later
TEAMAtlassian Corporation
Sold part$1K–$15KJun 3, 2025Jul 8, 202535 days later
CRDOCredo Technology Group Holding Ltd
Bought$1K–$15KJun 3, 2025Jul 8, 202535 days later
GTLBGitLab Inc.
Sold part$1K–$15KJun 3, 2025Jul 8, 202535 days later
MCDMcDonald's Corporation
Sold$15K–$50KJun 2, 2025Jun 23, 202521 days later
OR ST SER J Municipal BondBond
Sold$100K–$250KJun 2, 2025Jul 8, 202536 days later
ANETArista Networks, Inc.
Sold$1K–$15KMay 29, 2025Jun 23, 202525 days later
NVDANVIDIA Corporation
Bought$1K–$15KMay 29, 2025Jun 23, 202525 days later
OKTAOkta, Inc.
Sold$1K–$15KMay 29, 2025Jun 23, 202525 days later
VEEVVeeva Systems Inc. Class A
Bought$1K–$15KMay 29, 2025Jun 23, 202525 days later
MMM3M Company
Sold$15K–$50KMay 23, 2025Jun 23, 202531 days later
ESTCElastic N.V. Ordinary Shares
Sold$1K–$15KMay 23, 2025Jun 23, 202531 days later
GWREGuidewire Software, Inc.
Sold$1K–$15KMay 23, 2025Jun 23, 202531 days later
NUNu Holdings Ltd. Class A Ordinary Shares
Sold$1K–$15KMay 23, 2025Jun 23, 202531 days later
NVDANVIDIA Corporation
Bought$1K–$15KMay 23, 2025Jun 23, 202531 days later
SNOWSnowflake Inc. Class A
Bought$1K–$15KMay 23, 2025Jun 23, 202531 days later
TSLATesla, Inc.
Bought$1K–$15KMay 23, 2025Jun 23, 202531 days later
NVDANVIDIA Corporation
Bought$1K–$15KMay 16, 2025Jun 9, 202524 days later
TSLATesla, Inc.
Bought$1K–$15KMay 16, 2025Jun 9, 202524 days later
VEEVVeeva Systems Inc. Class A
Sold$1K–$15KMay 16, 2025Jun 9, 202524 days later
AMDAdvanced Micro Devices, Inc.
Bought$15K–$50KMay 15, 2025May 31, 202516 days later
AAgilent Technologies, Inc.
Bought$1K–$15KMay 15, 2025May 31, 202516 days later
AMCRAmcor plc Ordinary Shares
Bought$1K–$15KMay 15, 2025May 31, 202516 days later
CATCaterpillar, Inc.
Bought$1K–$15KMay 15, 2025May 31, 202516 days later
CRLCharles River Laboratories International, Inc.
Sold$1K–$15KMay 15, 2025May 31, 202516 days later
COPConocoPhillips
Bought$15K–$50KMay 15, 2025May 31, 202516 days later
CSGPCoStar Group, Inc.
Sold$1K–$15KMay 15, 2025May 31, 202516 days later
CVSCVS Health Corporation
Sold$1K–$15KMay 15, 2025May 31, 202516 days later
DHRDanaher Corporation
Sold$1K–$15KMay 15, 2025May 31, 202516 days later
ELVElevance Health, Inc.
Sold$15K–$50KMay 15, 2025May 31, 202516 days later
XOMExxon Mobil Corporation
Sold$1K–$15KMay 15, 2025May 31, 202516 days later
GEHCGE HealthCare Technologies Inc.
Bought$1K–$15KMay 15, 2025May 31, 202516 days later
GISGeneral Mills, Inc.
Bought$1K–$15KMay 15, 2025May 31, 202516 days later
INCYIncyte Corporation
Sold$1K–$15KMay 15, 2025May 31, 202516 days later
IFFInternational Flavors & Fragrances, Inc.
Sold$1K–$15KMay 15, 2025May 31, 202516 days later
IQVIQVIA Holdings, Inc.
Sold$1K–$15KMay 15, 2025May 31, 202516 days later
KDPKeurig Dr Pepper Inc.
Sold$1K–$15KMay 15, 2025May 31, 202516 days later
KMBKimberly-Clark Corporation
Sold$1K–$15KMay 15, 2025May 31, 202516 days later
LHLabcorp Holdings Inc.
Bought$1K–$15KMay 15, 2025May 31, 202516 days later
MPCMarathon Petroleum Corporation
Bought$1K–$15KMay 15, 2025May 31, 202516 days later
MDTMedtronic plc. Ordinary Shares
Bought$1K–$15KMay 15, 2025May 31, 202516 days later
MRKMerck & Company, Inc.
Sold$15K–$50KMay 15, 2025May 31, 202516 days later
MTDMettler-Toledo International, Inc.
Bought$1K–$15KMay 15, 2025May 31, 202516 days later
OXYOccidental Petroleum Corporation
Bought$1K–$15KMay 15, 2025May 31, 202516 days later
PEPPepsico, Inc.
Sold$15K–$50KMay 15, 2025May 31, 202516 days later
PFEPfizer, Inc.
Bought$15K–$50KMay 15, 2025May 31, 202516 days later
SLBSchlumberger N.V.
Sold$1K–$15KMay 15, 2025May 31, 202516 days later
TXNTexas Instruments Incorporated
Bought$15K–$50KMay 15, 2025May 31, 202516 days later
HSYThe Hershey Company
Bought$1K–$15KMay 15, 2025May 31, 202516 days later
KHCThe Kraft Heinz Company
Bought$1K–$15KMay 15, 2025May 31, 202516 days later
TMOThermo Fisher Scientific Inc
Bought$15K–$50KMay 15, 2025May 31, 202516 days later
UNHUnitedHealth Group Incorporated
Sold$15K–$50KMay 15, 2025May 31, 202516 days later
WECWEC Energy Group, Inc.
Sold$1K–$15KMay 15, 2025May 31, 202516 days later
YUMYum! Brands, Inc.
Sold$1K–$15KMay 15, 2025May 31, 202516 days later
ZBHZimmer Biomet Holdings, Inc.
Sold$1K–$15KMay 15, 2025May 31, 202516 days later
ZTSZoetis Inc. Class A
Bought$1K–$15KMay 15, 2025May 31, 202516 days later
ABBVAbbVie Inc.
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
APDAir Products and Chemicals, Inc.
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
AREAlexandria Real Estate Equities, Inc.
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
AEEAmeren Corporation
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
BAXBaxter International Inc.
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
BDXBecton, Dickinson and Company
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
BIIBBiogen Inc.
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
CNCCentene Corporation
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
KOCoca-Cola Company
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
EDConsolidated Edison, Inc.
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
DXCMDexCom, Inc.
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
DOWDow Inc.
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
DDDuPont de Nemours, Inc.
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
EMNEastman Chemical Company
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
EAElectronic Arts Inc.
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
EOGEOG Resources, Inc.
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
GEGE Aerospace
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
GDGeneral Dynamics Corporation
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
HALHalliburton Company
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
DOCHealthpeak Properties, Inc.
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
HSTHost Hotels & Resorts, Inc.
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
HUMHumana Inc.
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
IDXXIDEXX Laboratories, Inc.
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
JPMJP Morgan Chase & Co.
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
LMTLockheed Martin Corporation
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
LYBLyondellBasell Industries NV Ordinary Shares Class A
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
MMCMarsh & McLennan Companies, Inc.
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
MOHMolina Healthcare Inc
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
NOCNorthrop Grumman Corporation
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
NUENucor Corporation
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
PPGPPG Industries, Inc.
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
REGNRegeneron Pharmaceuticals, Inc.
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
COOThe Cooper Companies, Inc.
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
VLOValero Energy Corporation
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
WMWaste Management, Inc.
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
WATWaters Corporation
Bought$1K–$15KMay 15, 2025Jun 9, 202525 days later
WABWestinghouse Air Brake Technologies Corporation
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
WYWeyerhaeuser Company
Sold$1K–$15KMay 15, 2025Jun 9, 202525 days later
METAMeta Platforms, Inc.
Bought$1K–$15KMay 13, 2025Jun 9, 202527 days later
NFLXNetflix, Inc.
Sold$1K–$15KMay 13, 2025Jun 9, 202527 days later
NVDANVIDIA Corporation
Bought$1K–$15KMay 13, 2025Jun 9, 202527 days later
HOODRobinhood Markets, Inc.
Bought$1K–$15KMay 13, 2025Jun 9, 202527 days later
NVDANVIDIA Corporation
Bought$1K–$15KMay 12, 2025Jun 9, 202528 days later
ONTOOnto Innovation Inc.
Sold$1K–$15KMay 12, 2025Jun 9, 202528 days later
TSLATesla, Inc.
Bought$1K–$15KMay 12, 2025Jun 9, 202528 days later
TXNTexas Instruments Incorporated
Bought$1K–$15KMay 12, 2025Jun 9, 202528 days later
NVDANVIDIA Corporation
Bought$1K–$15KMay 9, 2025May 31, 202522 days later
HOODRobinhood Markets, Inc.
Bought$1K–$15KMay 9, 2025May 31, 202522 days later
MSFTMicrosoft Corporation
Bought$1K–$15KMay 9, 2025Jun 9, 202531 days later
OKTAOkta, Inc.
Bought$1K–$15KMay 9, 2025Jun 9, 202531 days later
ONTOOnto Innovation Inc.
Sold part$1K–$15KMay 9, 2025Jun 9, 202531 days later
TEMTempus AI, Inc.
Bought$1K–$15KMay 9, 2025Jun 9, 202531 days later
TTDThe Trade Desk, Inc.
Bought$1K–$15KMay 9, 2025Jun 9, 202531 days later
GOOGAlphabet Inc. Class C Capital Stock
Sold$1K–$15KMay 8, 2025May 31, 202523 days later
GOOGAlphabet Inc. Class C Capital Stock
Sold$1K–$15KMay 7, 2025May 31, 202524 days later
CALL INVESCO QQQ SER 1Other
Sold$1K–$15KMay 1, 2025May 31, 202530 days later
CALL INVESCO QQQ SER 1Other
Sold$1K–$15KMay 1, 2025May 31, 202530 days later
CALL ISHARES RUSSELLOther
Sold$1K–$15KMay 1, 2025May 31, 202530 days later
CALL ISHARES RUSSELLOther
Sold$1K–$15KMay 1, 2025May 31, 202530 days later
METAMeta Platforms, Inc.
Sold$1K–$15KApr 17, 2025May 8, 202521 days later
METAMeta Platforms, Inc.
Sold$1K–$15KApr 17, 2025May 11, 202524 days later
NFLXNetflix, Inc.
Sold$1K–$15KApr 17, 2025May 12, 202525 days later
METAMeta Platforms, Inc.
Sold part$1K–$15KApr 16, 2025May 8, 202522 days later
METAMeta Platforms, Inc.
Sold part$1K–$15KApr 16, 2025May 11, 202525 days later
WDCWestern Digital Corporation
Sold$1K–$15KApr 11, 2025May 8, 202527 days later
GOOGAlphabet Inc. Class C Capital Stock
Bought$1K–$15KApr 11, 2025May 11, 202530 days later
NVDANVIDIA Corporation
Bought$1K–$15KApr 11, 2025May 11, 202530 days later
TXNTexas Instruments Incorporated
Bought$1K–$15KApr 11, 2025May 11, 202530 days later
UNIV OF WA WA UNIV REVENUES REF-SER ABond
Bought$50K–$100KApr 10, 2025May 8, 202528 days later
WDCWestern Digital Corporation
Sold part$1K–$15KApr 10, 2025May 8, 202528 days later
ACNAccenture plc Class A Ordinary Shares
Sold$15K–$50KApr 8, 2025Apr 28, 202520 days later
AMDAdvanced Micro Devices, Inc.
Sold$15K–$50KApr 8, 2025Apr 28, 202520 days later
AAgilent Technologies, Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
ABNBAirbnb, Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
GOOGLAlphabet Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
GOOGAlphabet Inc. Class C Capital Stock
Sold part$1K–$15KApr 8, 2025Apr 28, 202520 days later
AMCRAmcor plc Ordinary Shares
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
AAPLApple Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
ANETArista Networks, Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
BDXBecton, Dickinson and Company
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
BBYBest Buy Co., Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
BABoeing Company
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
CSXCSX Corporation
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
DEDeere & Company
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
DXCMDexCom, Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
EIXEdison International
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
LLYEli Lilly and Company
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
EMREmerson Electric Company
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
EOGEOG Resources, Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
FDXFedEx Corporation
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
ITGartner, Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
GEHCGE HealthCare Technologies Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
GNRCGenerac Holdlings Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
GISGeneral Mills, Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
HDHome Depot, Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
HPQHP Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
IDXXIDEXX Laboratories, Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
IVZInvesco Ltd
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
JNJJohnson & Johnson
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
KMBKimberly-Clark Corporation
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
LENLennar Corporation Class A
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
LULUlululemon athletica inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
MAMastercard Incorporated
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
MKCMcCormick & Company, Incorporated
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
MDTMedtronic plc. Ordinary Shares
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
MTDMettler-Toledo International, Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
NSCNorfolk Southern Corporation
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
OXYOccidental Petroleum Corporation
Sold$15K–$50KApr 8, 2025Apr 28, 202520 days later
PFEPfizer, Inc.
Sold$15K–$50KApr 8, 2025Apr 28, 202520 days later
PGProcter & Gamble Company
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
QCOMQUALCOMM Incorporated
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
ROKRockwell Automation, Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
ROPRoper Technologies, Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
SNPSSynopsys, Inc.
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
TGTTarget Corporation
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
TXNTexas Instruments Incorporated
Sold$15K–$50KApr 8, 2025Apr 28, 202520 days later
HSYThe Hershey Company
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
KHCThe Kraft Heinz Company
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
TMOThermo Fisher Scientific Inc
Sold$15K–$50KApr 8, 2025Apr 28, 202520 days later
VLOValero Energy Corporation
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
ZBRAZebra Technologies Corporation
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
ZTSZoetis Inc. Class A
Sold$1K–$15KApr 8, 2025Apr 28, 202520 days later
ABBVAbbVie Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
ADBEAdobe Inc.
Bought$15K–$50KApr 8, 2025May 8, 202530 days later
ALGNAlign Technology, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
AMZNAmazon.com, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
AEEAmeren Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
AMTAmerican Tower Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
AMEAMETEK, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
AMGNAmgen Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
APHAmphenol Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
ADIAnalog Devices, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
AMATApplied Materials, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
ADMArcher-Daniels-Midland Company
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
AVYAvery Dennison Corporation
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
BACBank of America Corporation
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
BIIBBiogen Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
TECHBio-Techne Corp
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
BRBroadridge Financial Solutions, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
CAHCardinal Health, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
CATCaterpillar, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
CDWCDW Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
CNCCentene Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
CRLCharles River Laboratories International, Inc.
Bought$15K–$50KApr 8, 2025May 8, 202530 days later
CHTRCharter Communications, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
CVXChevron Corporation
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
NETCloudflare, Inc. Class A
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
CMECME Group Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
CMCSAComcast Corporation
Bought$15K–$50KApr 8, 2025May 8, 202530 days later
CAGConAgra Brands, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
COPConocoPhillips
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
STZConstellation Brands, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
GLWCorning Incorporated
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
EXECrexendo, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
DHID.R. Horton, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
DHRDanaher Corporation
Bought$15K–$50KApr 8, 2025May 8, 202530 days later
DRIDarden Restaurants, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
SREDBA Sempra
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
DELLDell Technologies Inc. Class C
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
DALDelta Air Lines, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
DVNDevon Energy Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
FANGDiamondback Energy, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
DASHDoorDash, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
DOVDover Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
EWEdwards Lifesciences Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
EAElectronic Arts Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
EQTEQT Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
EFXEquifax, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
ESEversource Energy
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
XOMExxon Mobil Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
FSLRFirst Solar, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
FFord Motor Company
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
FTVFortive Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
GDGeneral Dynamics Corporation
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
GMGeneral Motors Company
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
GDDYGoDaddy Inc. Class A
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
HSICHenry Schein, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
HONHoneywell International Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
HONHoneywell International Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
HBANHuntington Bancshares Incorporated
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
IRIngersoll Rand Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
IQVIQVIA Holdings, Inc.
Bought$15K–$50KApr 8, 2025May 8, 202530 days later
KKellanova
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
KEYSKeysight Technologies Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
KKRKKR & Co. Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
LHLabcorp Holdings Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
LRCXLam Research Corporation
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
LINLinde plc
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
LOWLowe's Companies, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
MPCMarathon Petroleum Corporation
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
MRKMerck & Company, Inc.
Bought$15K–$50KApr 8, 2025May 8, 202530 days later
MCHPMicrochip Technology Incorporated
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
MUMicron Technology, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
MSFTMicrosoft Corporation
Bought$15K–$50KApr 8, 2025May 8, 202530 days later
MSFTMicrosoft Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
MRNAModerna, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
MPWRMonolithic Power Systems, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
MSCIMSCI Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
NEMNewmont Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
NEENextEra Energy, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
NKENike, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
NDSNNordson Corporation
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
NXPINXP Semiconductors N.V.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
OKTAOkta, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
ODFLOld Dominion Freight Line, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
OMCOmnicom Group Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
ORCLOracle Corporation
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
PA ST UNIV 5.0% 09/01/2035 DTD 09/10/2024 PAR CALLBond
Bought$50K–$100KApr 8, 2025May 8, 202530 days later
PCARPACCAR Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
PLTRPalantir Technologies Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
PYPLPayPal Holdings, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
PEPPepsico, Inc.
Bought$15K–$50KApr 8, 2025May 8, 202530 days later
PTCPTC Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
RDDTReddit, Inc. Class A
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
RDDTReddit, Inc. Class A
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
REGNRegeneron Pharmaceuticals, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
RVTYRevvity, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
RCLRoyal Caribbean Cruises Ltd.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
SPGIS&P Global Inc.
Bought$15K–$50KApr 8, 2025May 8, 202530 days later
SNDKSandisk Corporation
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
STXSeagate Technology Holdings PLC
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
SYKStryker Corporation
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
SYKStryker Corporation
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
SMCISuper Micro Computer, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
TTWOTake-Two Interactive Software, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
TELTE Connectivity plc Ordinary Shares
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
TDYTeledyne Technologies Incorporated
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
TSLATesla, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
TPLTexas Pacific Land Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
TSCOTractor Supply Company
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
TFCTruist Financial Corporation
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
UNPUnion Pacific Corporation
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
UPSUnited Parcel Service, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
URIUnited Rentals, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
UNHUnitedHealth Group Incorporated
Bought$15K–$50KApr 8, 2025May 8, 202530 days later
VZVerizon Communications Inc.
Bought$15K–$50KApr 8, 2025May 8, 202530 days later
VTRSViatris Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
VVisa Inc.
Bought$15K–$50KApr 8, 2025May 8, 202530 days later
DISWalt Disney Company
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
WATWaters Corporation
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
WECWEC Energy Group, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
WSTWest Pharmaceutical Services, Inc.
Sold$1K–$15KApr 8, 2025May 8, 202530 days later
WDAYWorkday, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
ZBHZimmer Biomet Holdings, Inc.
Bought$1K–$15KApr 8, 2025May 8, 202530 days later
NETCloudflare, Inc. Class A
Sold$1K–$15KApr 4, 2025Apr 22, 202518 days later
OKTAOkta, Inc.
Bought$1K–$15KApr 4, 2025Apr 22, 202518 days later
RDDTReddit, Inc. Class A
Sold$1K–$15KApr 4, 2025Apr 22, 202518 days later
SNDKSandisk Corporation
Sold$1K–$15KApr 4, 2025Apr 22, 202518 days later
AMZNAmazon.com, Inc.
Sold$1K–$15KApr 3, 2025Apr 22, 202519 days later
AVGOBroadcom Inc.
Sold part$1K–$15KApr 3, 2025Apr 22, 202519 days later
MSFTMicrosoft Corporation
Bought$1K–$15KApr 3, 2025Apr 22, 202519 days later
HOODRobinhood Markets, Inc.
Sold$1K–$15KApr 3, 2025Apr 22, 202519 days later
SHOPShopify Inc. Class A Subordinate Voting Shares
Sold$1K–$15KApr 3, 2025Apr 22, 202519 days later
METAMeta Platforms, Inc.
Sold$1K–$15KApr 2, 2025Apr 22, 202520 days later
PA ST HGR EDUCTNL FACS AUTH REV REF-UNIVERSITY OF PABond
Bought$50K–$100KApr 2, 2025Apr 22, 202520 days later
PA ST TPK COMMN TPK REV REF- SER ABond
Bought$50K–$100KApr 2, 2025Apr 22, 202520 days later
EASTON PA AREA SCH DIST REF- SER A LTD TAXBond
Sold$100K–$250KApr 1, 2025Apr 22, 202521 days later
INTUIntuit Inc.
Bought$1K–$15KApr 1, 2025Apr 22, 202521 days later
MNDYmonday.com Ltd.
Bought$1K–$15KApr 1, 2025Apr 22, 202521 days later
AVGOBroadcom Inc.
Sold part$1K–$15KMar 31, 2025Apr 22, 202522 days later
PA ST HGR EDUCTNL FACS AUTH REV UNIVOF PA HEABond
Bought$50K–$100KMar 31, 2025Apr 22, 202522 days later
TSLATesla, Inc.
Sold$1K–$15KMar 31, 2025Apr 22, 202522 days later
TXNTexas Instruments Incorporated
Bought$1K–$15KMar 31, 2025Apr 22, 202522 days later
ALLEGHENY CNTY PA HOSP DEV AUTH REF-UNIV PITTSBURGH MED CNTRBond
Sold$100K–$250KMar 27, 2025Apr 22, 202526 days later
IBMInternational Business Machines Corporation
Bought$1K–$15KMar 26, 2025Apr 22, 202527 days later
TXNTexas Instruments Incorporated
Bought$1K–$15KMar 26, 2025Apr 22, 202527 days later
CDNSCadence Design Systems, Inc.
Bought$1K–$15KMar 17, 2025Apr 9, 202523 days later
INTCIntel Corporation
Bought$1K–$15KMar 13, 2025Apr 9, 202527 days later
NOWServiceNow, Inc.
Bought$1K–$15KMar 13, 2025Apr 9, 202527 days later
AVGOBroadcom Inc.
Sold$1K–$15KMar 11, 2025Apr 9, 202529 days later
IBMInternational Business Machines Corporation
Bought$1K–$15KMar 11, 2025Apr 9, 202529 days later
NVDANVIDIA Corporation
Sold part$1K–$15KMar 11, 2025Apr 9, 202529 days later
ORCLOracle Corporation
Sold$1K–$15KMar 11, 2025Apr 9, 202529 days later
RDDTReddit, Inc. Class A
Sold$1K–$15KMar 11, 2025Apr 9, 202529 days later
HOODRobinhood Markets, Inc.
Sold$1K–$15KMar 11, 2025Apr 9, 202529 days later
HOODRobinhood Markets, Inc.
Sold part$1K–$15KMar 11, 2025Apr 9, 202529 days later
SBACSBA Communications Corporation
Bought$1K–$15KMar 11, 2025Apr 9, 202529 days later
SESea Limited American Depositary Shares, each representing o…
Bought$1K–$15KMar 11, 2025Apr 9, 202529 days later
TSLATesla, Inc.
Sold part$1K–$15KMar 11, 2025Apr 9, 202529 days later
IBMInternational Business Machines Corporation
Bought$1K–$15KMar 10, 2025Apr 9, 202530 days later
MELIMercadoLibre, Inc.
Bought$1K–$15KMar 10, 2025Apr 9, 202530 days later
NUNu Holdings Ltd. Class A Ordinary Shares
Bought$1K–$15KMar 10, 2025Apr 9, 202530 days later
TSLATesla, Inc.
Sold part$1K–$15KMar 10, 2025Apr 9, 202530 days later
TXNTexas Instruments Incorporated
Bought$1K–$15KMar 10, 2025Apr 9, 202530 days later
UBERUber Technologies, Inc.
Bought$1K–$15KMar 10, 2025Apr 9, 202530 days later
INTUIntuit Inc.
Bought$1K–$15KMar 7, 2025Mar 27, 202520 days later
CRDOCredo Technology Group Holding Ltd
Sold$1K–$15KMar 6, 2025Mar 27, 202521 days later
TSLATesla, Inc.
Sold$1K–$15KMar 6, 2025Mar 27, 202521 days later
SESea Limited American Depositary Shares, each representing o…
Bought$1K–$15KMar 5, 2025Mar 27, 202522 days later
BABAAlibaba Group Holding Limited American Depositary Shares ea…
Sold$15K–$50KMar 4, 2025Mar 27, 202523 days later
CRDOCredo Technology Group Holding Ltd
Sold$1K–$15KMar 4, 2025Mar 27, 202523 days later
METAMeta Platforms, Inc.
Bought$1K–$15KMar 4, 2025Mar 27, 202523 days later
TWLOTwilio Inc. Class A
Bought$1K–$15KMar 4, 2025Mar 27, 202523 days later
ZMZoom Communications, Inc.
Bought$1K–$15KMar 4, 2025Mar 27, 202523 days later
BABAAlibaba Group Holding Limited American Depositary Shares ea…
Bought$1K–$15KMar 3, 2025Mar 27, 202524 days later
INTCIntel Corporation
Bought$1K–$15KMar 3, 2025Mar 27, 202524 days later
NVDANVIDIA Corporation
Sold$1K–$15KMar 3, 2025Mar 27, 202524 days later
SNOWSnowflake Inc. Class A
Bought$1K–$15KMar 3, 2025Mar 27, 202524 days later
TSMTaiwan Semiconductor Manufacturing Company Ltd.
Sold$1K–$15KMar 3, 2025Mar 27, 202524 days later
TTWOTake-Two Interactive Software, Inc.
Bought$1K–$15KMar 3, 2025Mar 27, 202524 days later
ALABAstera Labs, Inc.
Sold$1K–$15KFeb 27, 2025Mar 27, 202528 days later
ORCLOracle Corporation
Sold$1K–$15KFeb 27, 2025Mar 27, 202528 days later
TSLATesla, Inc.
Sold$1K–$15KFeb 27, 2025Mar 27, 202528 days later
APPApplovin Corporation
Sold$1K–$15KFeb 26, 2025Mar 27, 202529 days later
INTCIntel Corporation
Bought$1K–$15KFeb 26, 2025Mar 27, 202529 days later
NVDANVIDIA Corporation
Bought$1K–$15KFeb 26, 2025Mar 27, 202529 days later
PLTRPalantir Technologies Inc.
Sold$1K–$15KFeb 26, 2025Mar 27, 202529 days later
SNOWSnowflake Inc. Class A
Bought$1K–$15KFeb 26, 2025Mar 27, 202529 days later
TTDThe Trade Desk, Inc.
Bought$1K–$15KFeb 26, 2025Mar 27, 202529 days later
AOSA.O. Smith Corporation
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
ABBVAbbVie Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
ADBEAdobe Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
ABNBAirbnb, Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
AREAlexandria Real Estate Equities, Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
BABAAlibaba Group Holding Limited American Depositary Shares ea…
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
ALGNAlign Technology, Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
APPApplovin Corporation
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
ACGLArch Capital Group Ltd.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
AVYAvery Dennison Corporation
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
BIIBBiogen Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
TECHBio-Techne Corp
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
BABoeing Company
Bought$15K–$50KFeb 25, 2025Mar 27, 202530 days later
CPBCampbell Soup Company
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
CATCaterpillar, Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
CNPCenterPoint Energy, Inc
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
CMCSAComcast Corporation
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
CAGConAgra Brands, Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
COPConocoPhillips
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
CSXCSX Corporation
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
CVSCVS Health Corporation
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
DHID.R. Horton, Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
DHRDanaher Corporation
Sold$15K–$50KFeb 25, 2025Mar 27, 202530 days later
SREDBA Sempra
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
DEDeere & Company
Bought$15K–$50KFeb 25, 2025Mar 27, 202530 days later
DXCMDexCom, Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
DGDollar General Corporation
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
ETNEaton Corporation, PLC Ordinary Shares
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
EMREmerson Electric Company
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
EOGEOG Resources, Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
EXRExtra Space Storage Inc
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
XOMExxon Mobil Corporation
Sold$15K–$50KFeb 25, 2025Mar 27, 202530 days later
FSLRFirst Solar, Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
FFord Motor Company
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
FCXFreeport-McMoRan, Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
GEHCGE HealthCare Technologies Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
HALHalliburton Company
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
HCAHCA Healthcare, Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
HUMHumana Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
IDXXIDEXX Laboratories, Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
IRIngersoll Rand Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
INTUIntuit Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
INTUIntuit Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
IQVIQVIA Holdings, Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
KDPKeurig Dr Pepper Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
LHLabcorp Holdings Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
LINLinde plc
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
LMTLockheed Martin Corporation
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
LULUlululemon athletica inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
MDTMedtronic plc. Ordinary Shares
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
MRKMerck & Company, Inc.
Sold$15K–$50KFeb 25, 2025Mar 27, 202530 days later
MSFTMicrosoft Corporation
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
MRNAModerna, Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
MDLZMondelez International, Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
NDSNNordson Corporation
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
NVDANVIDIA Corporation
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
OXYOccidental Petroleum Corporation
Bought$15K–$50KFeb 25, 2025Mar 27, 202530 days later
ODFLOld Dominion Freight Line, Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
ONON Semiconductor Corporation
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
PLTRPalantir Technologies Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
PLTRPalantir Technologies Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
PEPPepsico, Inc.
Sold$15K–$50KFeb 25, 2025Mar 27, 202530 days later
PFEPfizer, Inc.
Bought$15K–$50KFeb 25, 2025Mar 27, 202530 days later
PWRQuanta Services, Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
REGNRegeneron Pharmaceuticals, Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
RVTYRevvity, Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
ROKRockwell Automation, Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
SLBSchlumberger N.V.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
STESTERIS plc
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
SMCISuper Micro Computer, Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
TFXTeleflex Incorporated
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
TXTTextron Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
AESThe AES Corporation
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
CIThe Cigna Group
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
HSYThe Hershey Company
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
KHCThe Kraft Heinz Company
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
TMOThermo Fisher Scientific Inc
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
TWLOTwilio Inc. Class A
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
UBERUber Technologies, Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
UPSUnited Parcel Service, Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
URIUnited Rentals, Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
UNHUnitedHealth Group Incorporated
Sold$15K–$50KFeb 25, 2025Mar 27, 202530 days later
VTRSViatris Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
VVisa Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
GWWW.W. Grainger, Inc.
Sold$1K–$15KFeb 25, 2025Mar 27, 202530 days later
WATWaters Corporation
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later
WSTWest Pharmaceutical Services, Inc.
Bought$1K–$15KFeb 25, 2025Mar 27, 202530 days later

Robert P. Bresnahan, Jr.'s portfolio by sector

Share of the estimated stock portfolio.

28%Technology
SectorShareValueHoldings
Technology28%~$4.8M77
Other28%~$4.7M48
Industrials7.7%~$1.3M70
Financials7.6%~$1.3M55
Consumer Discretionary6.6%~$1.1M34
Health Care5.9%~$1M37
Communication Services5.5%~$949.6K12
Energy3.7%~$640.2K16
Consumer Staples3.2%~$556.2K23
Utilities1.5%~$257.8K27
Materials1.5%~$253.6K19
Real Estate1.3%~$218.3K23

Portfolio performance: Robert P. Bresnahan, Jr. 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 Feb 14, 2025.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−30%−20%−10%0%+10%+20%+30%+40%+50%AprJulOct2026AprJulOct+42%Nasdaq-100+30%S&P 500+25%You, copying
Feb 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+25.1%+14.6%
S&P 500+30.0%+17.3%
Nasdaq-100+42.0%+23.8%

Robert P. Bresnahan, Jr.'s most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
NVDANVIDIA Corporation
86
TSLATesla, Inc.
55
HOODRobinhood Markets, Inc.
28
INTCIntel Corporation
82
METAMeta Platforms, Inc.
28
MSFTMicrosoft Corporation
45
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
81
BRK.BBerkshire Hathaway Inc. New
54
ZMZoom Communications, Inc.
52
TXNTexas Instruments Incorporated
61
GOOGAlphabet Inc. - Class C Capital Stock
15
CRDOCredo Technology Group Holding Ltd
15

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