Hillman Capital Management

Mark Hillman

$138.2M Portfolio Value
54 Stocks
+17.04% YTD Return
Aug 14, 2026 Last Updated
Portfolio Value Over Time

Current Holdings for Hillman Capital Management

Stock Click to search
Shares Value % of Portfolio Change Est. Return
CVS|Cvs Health Corp
55.5K $5.7M
4.15%
TRIM -17.8%
BIIB|Biogen Inc
24.0K $5.2M
3.75%
TRIM -18.8%
DD|Dupont De Nemours Inc
37.7K $5.1M
3.71%
ADD NEW -1.87%
WBD|Warner Bros Discovery Inc
190.0K $5.1M
3.67%
TRIM -3.2% +126.87%
BAX|Baxter Intl Inc
236.0K $5.0M
3.64%
TRIM -4.6% -26.33%
IFF|International FLAVORS&FRAGRA
62.9K $5.0M
3.60%
TRIM -13.6% +12.80%
GSK|Gsk PLC
92.4K $4.8M
3.50%
TRIM -5.2% +43.29%
KMX|Carmax Inc
91.4K $4.8M
3.50%
TRIM -16.3% -0.79%
BA|Boeing Co
21.6K $4.7M
3.38%
TRIM -3.4% +18.55%
ZBH|Zimmer Biomet Holdings Inc
53.9K $4.6M
3.36%
TRIM -3.1% -13.31%
KHC|Kraft Heinz Co
196.5K $4.6M
3.36%
TRIM -2.3%
BF-B|Brown Forman Corp
172.5K $4.6M
3.33%
TRIM -2.2% -28.99%
PFE|Pfizer Inc
174.6K $4.2M
3.04%
TRIM -7.1% -2.46%
EL|Lauder Estee Cos Inc
50.2K $4.0M
2.87%
TRIM -3.7% +20.22%
FISV|Fiserv Inc
78.5K $3.8M
2.79%
TRIM -2.8% -37.68%
MSFT|Microsoft Corp
10.3K $3.8M
2.78%
TRIM -4.9%
CPB|The Campbells Company
161.0K $3.6M
2.60%
TRIM -3.1% -36.29%
ADBE|Adobe Inc
17.3K $3.5M
2.57%
ADD +6.7% -19.07%
EFA|Ishares Tr
31.7K $3.3M
2.39%
ADD +2.9%
NKE|Nike Inc
78.2K $3.2M
2.32%
ADD +0.4% -56.11%
TSM|Taiwan Semiconductor Manufac
5.6K $2.7M
1.94%
TRIM -29.6% +125.11%
BMY|Bristol-myers Squibb Co
45.2K $2.6M
1.89%
TRIM -14.8% +50.91%
WST|West Pharmaceutical Svsc Inc
7.1K $2.6M
1.85%
TRIM -20.2% +40.57%
USB|US Bancorp
41.3K $2.5M
1.80%
TRIM -21.5% +70.81%
VEEV|Veeva Sys Inc
14.0K $2.5M
1.80%
ADD NEW +72.28%
CMCSA|Comcast Corp
100.8K $2.5M
1.79%
ADD +5.9% -32.33%
DIS|Disney Walt Co
25.4K $2.4M
1.77%
ADD +3.2% +13.73%
CAG|Conagra Brands Inc
180.7K $2.4M
1.76%
ADD +22.4% -43.59%
VZ|Verizon Communications Inc
57.3K $2.4M
1.75%
TRIM -11.9%
UPS|United Parcel Svcs Inc
22.3K $2.4M
1.74%
+21.22%
BDX|Becton Dickinson & Co
15.2K $2.3M
1.67%
ADD +7.2% -21.44%
UNH|Unitedhealth Group Inc
5.4K $2.2M
1.63%
TRIM -27.0% +30.00%
DGED|Diageo PLC
27.5K $2.2M
1.60%
TRIM -0.1%
CB1A|Constellation Brands Inc
15.7K $2.2M
1.58%
TRIM -16.7%
CRM|Salesforce Inc
13.7K $2.1M
1.55%
ADD +24.7% +25.17%
EFX|Equifax Inc
12.5K $2.0M
1.44%
TRIM -7.5% -15.05%
AKAM|Akamai Technologies Inc
16.4K $1.9M
1.40%
TRIM -28.2% +31.44%
HSY|Hershey Co
10.6K $1.9M
1.35%
+9.74%
ORCL|Oracle Corp
11.5K $1.7M
1.22%
TRIM -28.6% -2.65%
IVV|Ishares Tr
1.6K $1.2M
0.86%
ADD +27.1% +26.64%
MDT|Medtronic PLC
5.7K $446.5K
0.32%
ADD +55.6% +3.86%
TROW|Price T Rowe Group Inc
3.6K $410.4K
0.30%
TRIM -86.1% -23.21%
APD|Air Products And Chemicals I
1.3K $382.9K
0.28%
TRIM -2.5% +11.65%
ACN|Accenture PLC Ireland
3.1K $380.2K
0.28%
ADD NEW +5.10%
TMO|Thermo Fisher Scientific Inc
750 $376.0K
0.27%
ADD +14.3% +32.46%
RTX|Rtx Corporation
1.9K $367.1K
0.27%
TRIM -2.0% +196.15%
GOOG|Alphabet Inc
1.0K $363.9K
0.26%
TRIM -8.6% +232.43%
NOW|Servicenow Inc
3.4K $339.0K
0.24%
ADD +1.1% +21.98%
CLX|Clorox Co
3.5K $337.0K
0.24%
TRIM -0.7% -7.88%
BLK|Blackrock Inc
343 $329.8K
0.24%
TRIM -1.1% +14.26%
INTU|Intuit
1.2K $314.0K
0.23%
ADD +25.7% -19.75%
CSGP|Costar Group Inc
10.7K $304.3K
0.22%
ADD +25.6% -31.77%
IWR|Ishares Tr
2.0K $221.5K
0.16%
TRIM -18.1%
GOOGL|Alphabet Inc
4 $1.4K
0.00%
TRIM -33.3% +220.58%

Trading Activity for Hillman Capital Management

Stock Click to search
Action Change Shares After Value Est. Return
2026-Q2
CVS|Cvs Health Corp
SELL -17.77% 55.5K $6M
BIIB|Biogen Inc
SELL -18.78% 24.0K $5M
DD|Dupont De Nemours Inc
SELL EXIT
WBD|Warner Bros Discovery Inc
SELL -3.22% 190.0K $5M +105.7%
GSK|Gsk PLC
SELL -5.18% 92.4K $5M +47.1%
IFF|International FLAVORS&FRAGRA
SELL -13.60% 62.9K $5M -3.9%
PFE|Pfizer Inc
SELL -7.09% 174.6K $4M -9.2%
DD|Dupont De Nemours Inc
BUY NEW 37.7K $5M -1.9%
ZBH|Zimmer Biomet Holdings Inc
SELL -3.15% 53.9K $5M -26.1%
BAX|Baxter Intl Inc
SELL -4.56% 236.0K $5M -49.5%
KMX|Carmax Inc
SELL -16.30% 91.4K $5M -37.1%
BA|Boeing Co
SELL -3.37% 21.6K $5M +25.5%
BF-B|Brown Forman Corp
SELL -2.22% 172.5K $5M -31.6%
KHC|Kraft Heinz Co
SELL -2.31% 196.5K $5M
FISV|Fiserv Inc
SELL -2.81% 78.5K $4M -33.5%
NKE|Nike Inc
BUY +0.39% 78.2K $3M -13.0%
MSFT|Microsoft Corp
SELL -4.91% 10.3K $4M
EL|Lauder Estee Cos Inc
SELL -3.73% 50.2K $4M -8.0%
ADBE|Adobe Inc
BUY +6.72% 17.3K $4M +18.9%
CPB|The Campbells Company
SELL -3.09% 161.0K $4M -45.2%
EFA|Ishares Tr
BUY +2.88% 31.7K $3M +4.9%
VZ|Verizon Communications Inc
SELL -11.90% 57.3K $2M
BMY|Bristol-myers Squibb Co
SELL -14.81% 45.2K $3M +30.1%
CB1A|Constellation Brands Inc
SELL -16.73% 15.7K $2M
CMCSA|Comcast Corp
BUY +5.90% 100.8K $2M +5.0%
USB|US Bancorp
SELL -21.47% 41.3K $2M +52.4%
TSM|Taiwan Semiconductor Manufac
SELL -29.57% 5.6K $3M +113.2%
AKAM|Akamai Technologies Inc
SELL -28.21% 16.4K $2M +42.7%
WST|West Pharmaceutical Svsc Inc
SELL -20.21% 7.1K $3M +26.8%
VEEV|Veeva Sys Inc
BUY NEW 14.0K $2M +72.3%
DIS|Disney Walt Co
BUY +3.20% 25.4K $2M +4.4%
EFX|Equifax Inc
SELL -7.49% 12.5K $2M -24.5%
CAG|Conagra Brands Inc
BUY +22.41% 180.7K $2M +15.0%
ORCL|Oracle Corp
SELL -28.64% 11.5K $2M +18.0%
TROW|Price T Rowe Group Inc
SELL -86.06% 3.6K $410421 -29.5%
BDX|Becton Dickinson & Co
BUY +7.24% 15.2K $2M +26.8%
UNH|Unitedhealth Group Inc
SELL -27.01% 5.4K $2M +25.0%
DGED|Diageo PLC
SELL -0.05% 27.5K $2M
CRM|Salesforce Inc
BUY +24.66% 13.7K $2M +41.5%
IVV|Ishares Tr
BUY +27.12% 1.6K $1M +5.1%
MDT|Medtronic PLC
BUY +55.59% 5.7K $446459 +12.0%
INTU|Intuit
BUY +25.71% 1.2K $313983 -6.4%
APD|Air Products And Chemicals I
SELL -2.46% 1.3K $382893 +4.8%
RTX|Rtx Corporation
SELL -2.03% 1.9K $367128 +157.6%
ACN|Accenture PLC Ireland
BUY NEW 3.1K $380164 +5.1%
TMO|Thermo Fisher Scientific Inc
BUY +14.33% 750 $376020 +33.1%
CLX|Clorox Co
SELL -0.68% 3.5K $336999 -14.7%
GOOG|Alphabet Inc
SELL -8.61% 1.0K $363930 +270.7%
GE|Ge Aerospace
SELL EXIT +440.9%
NOW|Servicenow Inc
BUY +1.13% 3.4K $339041 +42.0%
CSGP|Costar Group Inc
BUY +25.57% 10.7K $304298 -7.6%
SPYM|SPDR Series Trust
SELL EXIT +8.4%
BLK|Blackrock Inc
SELL -1.15% 343 $329815 +2.5%
IWR|Ishares Tr
SELL -18.05% 2.0K $221456
IGOV|Ishares Tr
SELL EXIT -0.6%
BWX|SPDR Series Trust
SELL EXIT -2.3%
GOOGL|Alphabet Inc
SELL -33.33% 4 $1429 +244.1%
2026-Q1
WBD|Warner Bros Discovery Inc
SELL -8.52% 196.3K $5M +112.5%
ASML|Asml Holding N V
SELL EXIT +95.0%
EL|Lauder Estee Cos Inc
SELL -4.80% 52.2K $4M +22.4%
CVS|Cvs Health Corp
SELL -5.89% 67.5K $5M
GSK|Gsk PLC
SELL -14.78% 97.4K $5M +53.5%
BA|Boeing Co
SELL -12.20% 22.3K $4M +31.1%
BIIB|Biogen Inc
SELL -3.20% 29.5K $5M
DD|Dupont De Nemours Inc
SELL -11.52% 117.9K $5M
BUD|Anheuser Busch Inbev Sa/nv
SELL EXIT
IFF|International FLAVORS&FRAGRA
SELL -4.29% 72.8K $5M -7.5%
PFE|Pfizer Inc
BUY +7.21% 187.9K $5M +4.6%
MSFT|Microsoft Corp
BUY +2.30% 10.8K $4M +24.7%
ZBH|Zimmer Biomet Holdings Inc
BUY +21.17% 55.7K $5M +8.8%
BF-B|Brown Forman Corp
BUY +19.17% 176.4K $5M +1.0%
SPY|SPDR S&P 500 ETF Tr
SELL EXIT +1.3%
KMX|Carmax Inc
SELL -1.72% 109.2K $5M -34.4%
KHC|Kraft Heinz Co
BUY +13.76% 201.1K $5M +5.9%
FISV|Fiserv Inc
BUY +110.36% 80.7K $5M -15.2%
NKE|Nike Inc
BUY +14.33% 77.9K $4M -38.6%
BAX|Baxter Intl Inc
BUY +16.91% 247.3K $4M +31.2%
ADBE|Adobe Inc
BUY +122.86% 16.2K $4M +6.9%
CPB|The Campbells Company
BUY +18.12% 166.2K $4M -12.2%
VZ|Verizon Communications Inc
SELL -0.27% 65.0K $3M
BMY|Bristol-myers Squibb Co
SELL -1.60% 53.1K $3M +33.8%
EFA|Ishares Tr
BUY +8.02% 30.9K $3M +8.7%
TSM|Taiwan Semiconductor Manufac
SELL -15.69% 8.0K $3M +79.2%
USB|US Bancorp
SELL -1.44% 52.5K $3M +50.4%
CB1A|Constellation Brands Inc
BUY +4.30% 18.8K $3M
AKAM|Akamai Technologies Inc
SELL -28.67% 22.8K $3M +17.7%
DIS|Disney Walt Co
BUY +0.24% 24.6K $2M +1.2%
BDX|Becton Dickinson & Co
SELL -0.15% 14.2K $2M -34.1%
CRM|Salesforce Inc
BUY +5.38% 11.0K $2M +28.8%
CMCSA|Comcast Corp
BUY +4.81% 95.2K $3M -11.2%
TROW|Price T Rowe Group Inc
BUY +0.81% 25.9K $2M +18.4%
UNH|Unitedhealth Group Inc
SELL -3.59% 7.4K $2M -5.6%
UPS|United Parcel Svcs Inc
SELL -9.34% 22.3K $2M +22.8%
EFX|Equifax Inc
BUY +22.36% 13.6K $2M -4.5%
HSY|Hershey Co
SELL -20.29% 10.6K $2M +30.2%
CAG|Conagra Brands Inc
BUY +6.26% 147.6K $2M -9.8%
ORCL|Oracle Corp
BUY NEW 16.1K $2M -2.6%
DGED|Diageo PLC
BUY +7.01% 27.5K $2M
IVV|Ishares Tr
BUY +22.31% 1.2K $816513 +12.4%
NUE|Nucor Corp
SELL EXIT +16.3%
MCHP|Microchip Technology Inc.
SELL EXIT +30.7%
INTU|Intuit
BUY NEW 957 $413788 -22.6%
RTX|Rtx Corporation
SELL -12.11% 2.0K $380978 +185.9%
GE|Ge Aerospace
SELL -2.14% 1.3K $363793 +459.8%
APD|Air Products And Chemicals I
SELL -2.05% 1.3K $388966 -0.7%
XOM|Exxon Mobil Corp
SELL EXIT +26.8%
CLX|Clorox Co
BUY NEW 3.6K $368405 -7.9%
TMO|Thermo Fisher Scientific Inc
BUY +3.47% 656 $322444 +21.4%
GOOG|Alphabet Inc
SELL -1.83% 1.1K $323291 +222.3%
MDT|Medtronic PLC
SELL -1.90% 3.7K $317832 +8.1%
BLK|Blackrock Inc
BUY +4.20% 347 $333713 +8.5%
NOW|Servicenow Inc
BUY NEW 3.4K $353065 +21.8%
SPYM|SPDR Series Trust
BUY +1.88% 4.4K $340144 +13.4%
CSGP|Costar Group Inc
BUY NEW 8.6K $345189 -36.0%
IWR|Ishares Tr
BUY +0.66% 2.4K $238140 +13.1%
IGOV|Ishares Tr
BUY NEW 5.6K $230264 -1.4%
BWX|SPDR Series Trust
BUY +66.41% 10.4K $227929 -2.9%
2025-Q4
ASML|Asml Holding N V
SELL -18.59% 5.5K $6M +46.2%
WBD|Warner Bros Discovery Inc
SELL -35.11% 214.6K $6M +73.5%
EL|Lauder Estee Cos Inc
SELL -22.47% 54.8K $6M +9.4%
CVS|Cvs Health Corp
SELL -12.96% 71.7K $6M
BA|Boeing Co
SELL -10.76% 25.4K $6M +16.8%
GSK|Gsk PLC
SELL -19.36% 114.3K $6M +34.6%
MSFT|Microsoft Corp
SELL -7.72% 10.6K $5M
DD|Dupont De Nemours Inc
BUY +87.21% 133.2K $5M +257.9%
PFE|Pfizer Inc
SELL -19.05% 175.3K $4M -13.2%
KHC|Kraft Heinz Co
SELL -16.27% 176.8K $4M
CPB|The Campbells Company
SELL -18.70% 140.7K $4M -23.2%
BUD|Anheuser Busch Inbev Sa/nv
SELL -8.93% 82.6K $5M
BAX|Baxter Intl Inc
SELL -10.59% 211.5K $4M -50.6%
BIIB|Biogen Inc
SELL -20.44% 30.5K $5M
ZBH|Zimmer Biomet Holdings Inc
SELL -12.96% 46.0K $4M -22.6%
NKE|Nike Inc
SELL -8.11% 68.1K $4M -28.5%
IFF|International FLAVORS&FRAGRA
SELL -4.08% 76.0K $5M -15.8%
BF-B|Brown Forman Corp
SELL -21.36% 148.1K $4M -31.3%
SPY|SPDR S&P 500 ETF Tr
BUY NEW 6.7K $5M +13.9%
KMX|Carmax Inc
BUY +21.42% 111.1K $4M +54.2%
VZ|Verizon Communications Inc
SELL -10.34% 65.2K $3M
BDX|Becton Dickinson & Co
SELL -15.37% 14.2K $3M -38.9%
DIS|Disney Walt Co
SELL -10.61% 24.5K $3M +18.7%
BMY|Bristol-myers Squibb Co
SELL -22.28% 54.0K $3M +6.1%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -15.49% 9.4K $3M +54.8%
TROW|Price T Rowe Group Inc
SELL -13.51% 25.7K $3M -29.5%
NUE|Nucor Corp
SELL -87.98% 2.7K $440886 -1.0%
USB|US Bancorp
SELL -14.45% 53.3K $3M +30.8%
ADBE|Adobe Inc
SELL -13.91% 7.3K $3M -29.6%
FISV|Fiserv Inc
BUY +67.58% 38.4K $3M -22.2%
CRM|Salesforce Inc
SELL -15.96% 10.4K $3M +19.3%
CMCSA|Comcast Corp
SELL -2.29% 90.9K $3M -34.9%
DGED|Diageo PLC
SELL -13.86% 25.7K $2M
UNH|Unitedhealth Group Inc
SELL -6.11% 7.7K $3M +9.4%
EFX|Equifax Inc
BUY +1.41% 11.1K $2M -12.7%
AKAM|Akamai Technologies Inc
BUY +655.94% 32.0K $3M +29.9%
HSY|Hershey Co
SELL -9.52% 13.3K $2M +10.6%
EFA|Ishares Tr
BUY +10.60% 28.6K $3M +13.8%
WST|West Pharmaceutical Svsc Inc
SELL -13.31% 8.9K $2M +10.9%
UPS|United Parcel Service Inc
SELL -22.80% 24.6K $2M +8.7%
CAG|Conagra Brands Inc
SELL -3.97% 138.9K $2M -46.7%
CB1A|Constellation Brands Inc
SELL -4.16% 18.0K $2M
IVV|Ishares Tr
SELL -19.97% 1.0K $700009 +23.7%
MCHP|Microchip Technology Inc.
BUY +21.94% 6.6K $423483 +17.2%
RTX|Rtx Corporation
SELL -5.94% 2.2K $412100 +150.8%
GE|Ge Aerospace
SELL -0.53% 1.3K $403519 +432.0%
BLK|Blackrock Inc
SELL -2.63% 333 $356423 +6.2%
TMO|Thermo Fisher Scientific Inc
SELL -22.68% 634 $367371 +20.0%
XOM|Exxon Mobil Corp
SELL -0.25% 3.1K $376905 -1.4%
GOOG|Alphabet Inc
SELL -22.06% 1.1K $360242 +195.4%
MDT|Medtronic PLC
SELL -0.24% 3.7K $359168 +7.1%
SPYM|SPDR Series Trust
BUY NEW 4.4K $349920 +14.9%
APD|Air Prods & Chems Inc
BUY +19.39% 1.4K $337676 +19.9%
BWX|SPDR Series Trust
BUY NEW 6.2K $140587 -3.4%
GOOGL|Alphabet Inc
SELL -25.00% 6 $1878 +171.0%
2025-Q3
T|AT&T Inc
SELL EXIT
WBD|Warner Bros Discovery Inc
SELL -44.47% 330.7K $6M -7.0%
BA|Boeing Co
SELL -9.77% 28.5K $6M +28.4%
EL|Lauder Estee Cos Inc
SELL -13.37% 70.7K $6M +0.7%
ASML|Asml Holding N V
SELL -12.29% 6.8K $7M +6.3%
MSFT|Microsoft Corp
SELL -12.41% 11.5K $6M
NKE|Nike Inc
SELL -18.37% 74.2K $5M -18.6%
CVS|Cvs Health Corp
SELL -11.44% 82.4K $6M
GSK|Gsk PLC
SELL -7.09% 141.8K $6M +11.6%
BUD|Anheuser Busch Inbev Sa/nv
BUY +4.19% 90.7K $5M +28.5%
PFE|Pfizer Inc
SELL -7.70% 216.6K $6M -14.6%
DD|Dupont De Nemours Inc
SELL -13.44% 71.2K $6M
KHC|Kraft Heinz Co
BUY +0.68% 211.2K $5M -7.8%
IFF|International FLAVORS&FRAGRA
BUY +6.14% 79.3K $5M +30.5%
CPB|The Campbells Company
BUY +83.67% 173.0K $5M -28.1%
BAX|Baxter Intl Inc
BUY +32.60% 236.6K $5M +6.6%
BIIB|Biogen Inc
SELL -8.62% 38.4K $5M
KMX|Carmax Inc
BUY +14.92% 91.5K $4M +4.4%
ZBH|Zimmer Biomet Holdings Inc
SELL -5.01% 52.8K $5M -18.0%
BF-B|Brown Forman Corp
BUY +7.09% 188.3K $5M -5.7%
TROW|Price T Rowe Group Inc
SELL -22.42% 29.7K $3M -28.1%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -30.59% 11.2K $3M +26.7%
DIS|Disney Walt Co
SELL -4.55% 27.5K $3M +25.5%
CMCSA|Comcast Corp
SELL -6.32% 93.0K $3M -22.6%
MCHP|Microchip Technology Inc.
SELL -89.00% 5.5K $349999 +16.4%
NUE|Nucor Corp
SELL -16.19% 22.5K $3M -5.6%
VZ|Verizon Communications Inc
SELL -8.59% 72.7K $3M
AMD|Advanced Micro Devices Inc
SELL EXIT +44.2%
USB|US Bancorp
SELL -17.19% 62.3K $3M +29.5%
BMY|Bristol-myers Squibb Co
SELL -3.31% 69.4K $3M +6.6%
CRM|Salesforce Inc
BUY +1.84% 12.4K $3M +0.8%
ADBE|Adobe Inc
BUY +1.38% 8.4K $3M -19.4%
BDX|Becton Dickinson & Co
SELL -0.05% 16.8K $3M -24.3%
HSY|Hershey Co
SELL -20.96% 14.7K $3M +11.3%
GOOGL|Alphabet Inc
SELL -99.95% 8 $1945 +91.7%
CB1A|Constellation Brands Inc
BUY +2.69% 18.8K $3M
DGED|Diageo PLC
BUY +1.66% 29.8K $3M
FISV|Fiserv Inc
BUY NEW 22.9K $3M -61.6%
CAG|Conagra Brands Inc
BUY +2.81% 144.7K $3M -16.4%
EFX|Equifax Inc
SELL -1.39% 10.9K $3M +9.2%
UNH|Unitedhealth Group Inc
BUY NEW 8.2K $3M +30.0%
WST|West Pharmaceutical Svsc Inc
BUY NEW 10.3K $3M +40.6%
UPS|United Parcel Service Inc
BUY NEW 31.9K $3M +21.2%
EFA|Ishares Tr
BUY +0.93% 25.8K $2M +18.2%
IVV|Ishares Tr
BUY +74.45% 1.3K $854696 +20.5%
RTX|Rtx Corporation
SELL -9.44% 2.4K $399751 +124.3%
BLK|Blackrock Inc
SELL -5.79% 342 $398728 +9.7%
TMO|Thermo Fisher Scientific Inc
BUY NEW 820 $397716 +32.8%
GE|Ge Aerospace
SELL -12.43% 1.3K $396180 +381.1%
GOOG|Alphabet Inc
SELL -23.88% 1.5K $358749 +109.5%
MDT|Medtronic PLC
SELL -1.42% 3.7K $356960 +2.3%
XOM|Exxon Mobil Corp
SELL -0.41% 3.1K $354035 -5.0%
AKAM|Akamai Technologies Inc
BUY +2.02% 4.2K $320692 +44.5%
APD|Air Prods & Chems Inc
BUY +1.96% 1.1K $312264 +5.1%
2025-Q2
T|AT&T Inc
SELL -10.58% 235.9K $7M
WBD|Warner Bros Discovery Inc
SELL -9.50% 595.5K $7M -30.5%
CVS|Cvs Health Corp
SELL -7.42% 93.0K $6M
ZBH|Zimmer Biomet Holdings Inc
SELL -5.05% 55.6K $5M -21.2%
BA|Boeing Co
SELL -15.88% 31.6K $7M +12.5%
EL|Lauder Estee Cos Inc
SELL -14.35% 81.6K $7M -27.1%
KMX|Carmax Inc
SELL -5.34% 79.6K $5M -5.5%
MSFT|Microsoft Corp
SELL -18.89% 13.1K $7M
BF-B|Brown Forman Corp
SELL -7.62% 175.8K $5M -18.1%
NKE|Nike Inc
SELL -2.33% 90.8K $6M -34.3%
GSK|Gsk PLC
SELL -7.60% 152.6K $6M +9.2%
BUD|Anheuser Busch Inbev Sa/nv
SELL -16.14% 87.1K $6M
IFF|International FLAVORS&FRAGRA
SELL -7.54% 74.7K $5M -2.0%
DD|Dupont De Nemours Inc
SELL -1.82% 82.2K $6M
KHC|Kraft Heinz Co
BUY +2.31% 209.7K $5M -9.4%
BAX|Baxter Intl Inc
SELL -1.97% 178.4K $5M -27.7%
ASML|Asml Holding N V
SELL -16.83% 7.7K $6M +3.8%
PFE|Pfizer Inc
SELL -2.88% 234.6K $6M -19.2%
BIIB|Biogen Inc
SELL -4.66% 42.0K $5M
CPB|The Campbells Company
SELL -9.21% 94.2K $3M -18.5%
VZ|Verizon Communications Inc
SELL -12.57% 79.5K $3M
CB1A|Constellation Brands Inc
SELL -16.65% 18.3K $3M
CAG|Conagra Brands Inc
SELL -6.88% 140.7K $3M -30.5%
CMCSA|Comcast Corp
SELL -8.58% 99.3K $4M -20.3%
DIS|Disney Walt Co
SELL -28.65% 28.8K $4M +17.8%
BMY|Bristol-myers Squibb Co
BUY +10.45% 71.8K $3M +38.3%
USB|US Bancorp
SELL -18.88% 75.2K $3M +17.7%
WU|Western Un Co
SELL EXIT -40.4%
BDX|Becton Dickinson & Co
SELL -1.17% 16.8K $3M -29.5%
DGED|Diageo PLC
SELL -21.09% 29.4K $3M
CRM|Salesforce Inc
SELL -15.24% 12.1K $3M +29.2%
ADBE|Adobe Inc
SELL -15.92% 8.3K $3M -20.4%
TROW|Price T Rowe Group Inc
SELL -6.42% 38.3K $4M -36.8%
HSY|Hershey Co
SELL -14.67% 18.6K $3M +0.2%
MCHP|Microchip Technology Inc.
SELL -35.12% 49.5K $3M +2.0%
NUE|Nucor Corp
SELL -12.51% 26.8K $3M -22.3%
TSM|Taiwan Semiconductor Mfg Ltd
BUY +792.41% 16.1K $4M +122.6%
GOOGL|Alphabet Inc
SELL -22.86% 17.2K $3M +56.0%
AMD|Advanced Micro Devices Inc
SELL -24.46% 24.2K $3M -1.0%
EFX|Equifax Inc
BUY +0.82% 11.1K $3M -27.0%
EFA|Ishares Tr
BUY +4.92% 25.6K $2M +25.0%
SPYM|SPDR Ser Tr
SELL EXIT -1.3%
GE|Ge Aerospace
SELL -11.84% 1.5K $387115 +294.8%
RTX|Rtx Corporation
BUY +1.89% 2.6K $385201 +59.6%
BLK|Blackrock Inc
BUY +5.83% 363 $380878 +21.2%
XOM|Exxon Mobil Corp
BUY +7.76% 3.2K $339893 +47.3%
GOOG|Alphabet Inc
BUY +7.80% 1.9K $343250 +103.7%
MDT|Medtronic PLC
BUY +8.26% 3.8K $331420 +6.3%
AKAM|Akamai Technologies Inc
BUY NEW 4.1K $330924 +42.8%
APD|Air Prods & Chems Inc
BUY +8.71% 1.1K $316753 +11.8%
IWR|Ishares Tr
BUY +0.16% 2.4K $223742 +28.6%
2025-Q1
AMZN|Amazon Com Inc
SELL EXIT +53.3%
T|AT&T Inc
SELL -41.41% 263.8K $7M
BA|Boeing Co
SELL -34.26% 37.5K $6M -1.1%
WBD|Warner Bros Discovery Inc
SELL -28.67% 658.0K $7M -20.8%
KMX|Carmax Inc
SELL -26.14% 84.1K $7M +15.7%
MSFT|Microsoft Corp
SELL -24.86% 16.1K $6M
ASML|Asml Holding N V
SELL -27.06% 9.3K $6M +3.1%
NKE|Nike Inc
SELL -17.87% 93.0K $6M -19.5%
DD|Dupont De Nemours Inc
SELL -25.16% 83.7K $6M
PFE|Pfizer Inc
SELL -24.50% 241.6K $6M -9.2%
ZBH|Zimmer Biomet Holdings Inc
SELL -25.82% 58.6K $7M -11.2%
IFF|International FLAVORS&FRAGRA
SELL -18.03% 80.8K $6M +5.8%
EL|Lauder Estee Cos Inc
SELL -8.95% 95.3K $6M -18.6%
GSK|Gsk PLC
SELL -28.56% 165.1K $6M +4.2%
KHC|Kraft Heinz Co
SELL -17.11% 205.0K $6M
DIS|Disney Walt Co
SELL -40.78% 40.3K $4M +16.5%
CRM|Salesforce Inc
SELL -32.25% 14.3K $4M +54.4%
GOOGL|Alphabet Inc
SELL -38.21% 22.3K $3M +76.1%
CVS|Cvs Health Corp
SELL -16.04% 100.5K $7M
BIIB|Biogen Inc
BUY +2.23% 44.0K $6M +55.6%
DGED|Diageo PLC
SELL -27.62% 37.2K $4M
BMY|Bristol-myers Squibb Co
SELL -43.30% 65.0K $4M +34.0%
BF-B|Brown Forman Corp
BUY +30.17% 190.3K $6M -19.3%
BUD|Anheuser Busch Inbev Sa/nv
SELL -13.76% 103.8K $6M
BAX|Baxter Intl Inc
SELL -10.81% 182.0K $6M -22.3%
TROW|Price T Rowe Group Inc
SELL -21.89% 40.9K $4M -26.5%
CPB|The Campbells Company
SELL -26.58% 103.8K $4M -10.1%
USB|US Bancorp
SELL -21.63% 92.7K $4M +29.0%
VZ|Verizon Communications Inc
SELL -35.47% 91.0K $4M
BDX|Becton Dickinson & Co
SELL -31.09% 17.0K $4M -6.7%
CMCSA|Comcast Corp
SELL -27.09% 108.6K $4M -16.2%
CAG|Conagra Brands Inc
SELL -21.04% 151.1K $4M -22.0%
NUE|Nucor Corp
SELL -27.23% 30.7K $4M -13.7%
WU|Western Un Co
SELL -17.98% 369.2K $4M -35.0%
ADBE|Adobe Inc
SELL -3.27% 9.9K $4M -9.4%
CB1A|Constellation Brands Inc
BUY NEW 22.0K $4M
HSY|Hershey Co
BUY NEW 21.8K $4M +9.7%
MCHP|Microchip Technology Inc.
BUY NEW 76.4K $4M +34.7%
INTC|Intel Corp
SELL EXIT
SPY|SPDR S&P 500 ETF Tr
SELL EXIT +2.6%
AMD|Advanced Micro Devices Inc
BUY NEW 32.0K $3M +326.3%
EFX|Equifax Inc
SELL -3.72% 11.0K $3M +7.9%
EFA|Ishares Tr
SELL -7.22% 24.4K $2M
RSP|Invesco Exchange Traded Fd T
SELL EXIT -1.5%
SPYM|SPDR Ser Tr
BUY +6.20% 8.4K $554357 +31.3%
IVV|Ishares Tr
SELL -5.18% 732 $411311 +22.9%
XOM|Exxon Mobil Corp
BUY +9.51% 2.9K $347989 +42.6%
RTX|Rtx Corporation
SELL -0.58% 2.6K $342939 +84.0%
GE|Ge Aerospace
BUY +3.52% 1.7K $341456 +70.7%
BLK|Blackrock Inc
BUY +3.63% 343 $324643 +19.8%
TSM|Taiwan Semiconductor Mfg Ltd
BUY +8.81% 1.8K $299464 +112.6%
GOOG|Alphabet Inc
BUY +4.73% 1.8K $280433 +80.7%
MDT|Medtronic PLC
BUY NEW 3.5K $315588 -0.7%
APD|Air Prods & Chems Inc
BUY +11.43% 1.0K $304652 -1.6%
UNH|Unitedhealth Group Inc
SELL EXIT -3.4%
HD|Home Depot Inc
SELL EXIT +25.1%
IWR|Ishares Tr
BUY +0.12% 2.4K $206667 +26.7%
2024-Q4
AMZN|Amazon Com Inc
SELL -2.23% 48.7K $11M +41.2%
IFF|International FLAVORS&FRAGRA
SELL -1.78% 98.5K $8M +17.1%
T|AT&T Inc
SELL -2.29% 450.2K $10M
MSFT|Microsoft Corp
SELL -9.21% 21.5K $9M
BA|Boeing Co
BUY +20.12% 57.1K $10M +35.7%
DD|Dupont De Nemours Inc
SELL -1.19% 111.9K $9M
WBD|Warner Bros Discovery Inc
SELL -18.63% 922.6K $10M -28.9%
SPG|Simon Ppty Group Inc
SELL EXIT
KMX|Carmax Inc
SELL -1.17% 113.9K $9M +9.7%
WFC|Wells Fargo Co
SELL EXIT
ASML|Asml Holding N V
BUY NEW 12.7K $9M +144.3%
BUD|Anheuser Busch Inbev Sa/nv
SELL -8.84% 120.4K $6M
ZBH|Zimmer Biomet Holdings Inc
SELL -2.17% 78.9K $8M -11.3%
NKE|Nike Inc
BUY +42.62% 113.3K $9M -50.7%
PFE|Pfizer Inc
BUY +38.48% 320.0K $8M +4.9%
BAX|Baxter Intl Inc
SELL -8.37% 204.1K $6M -20.1%
KHC|Kraft Heinz Co
BUY +3.17% 247.3K $8M -21.5%
BMY|Bristol-myers Squibb Co
SELL -28.53% 114.7K $6M +27.6%
EL|Lauder Estee Cos Inc
BUY +27.93% 104.6K $8M +35.9%
GSK|Gsk PLC
BUY +17.40% 231.2K $8M +41.5%
CVS|Cvs Health Corp
SELL -1.56% 119.6K $5M
DIS|Disney Walt Co
BUY +0.13% 68.1K $8M +4.0%
USB|US Bancorp
SELL -27.31% 118.3K $6M +34.6%
CRM|Salesforce Inc
SELL -0.23% 21.2K $7M +57.0%
CPB|The Campbells Company
SELL -1.85% 141.3K $6M +6.0%
GOOGL|Alphabet Inc
BUY +1.13% 36.1K $7M +98.8%
BIIB|Biogen Inc
BUY +22.16% 43.1K $7M +33.6%
DGED|Diageo PLC
BUY NEW 51.4K $7M
JWNUSD|Nordstrom Inc
SELL EXIT
NUE|Nucor Corp
SELL -1.87% 42.1K $5M -1.5%
VZ|Verizon Communications Inc
SELL -1.92% 141.0K $6M
EMR|Emerson Elec Co
SELL EXIT
CAG|Conagra Brands Inc
SELL -2.01% 191.4K $5M -15.7%
INTC|Intel Corp
SELL -32.17% 183.0K $4M
CMCSA|Comcast Corp
SELL -0.06% 148.9K $6M -3.2%
BDX|Becton Dickinson & Co
SELL -1.71% 24.7K $6M -7.1%
TROW|Price T Rowe Group Inc
SELL -0.12% 52.4K $6M -20.9%
BF-B|Brown Forman Corp
BUY NEW 146.2K $6M -37.6%
WU|Western Un Co
SELL -1.41% 450.1K $5M -32.8%
ADBE|Adobe Inc
BUY +3.43% 10.2K $5M -42.1%
SPY|SPDR S&P 500 ETF Tr
BUY +179.89% 6.2K $4M +30.6%
EFX|Equifax Inc
SELL -3.65% 11.4K $3M +15.8%
EFA|Ishares Tr
BUY +5.27% 26.3K $2M +36.1%
RSP|Invesco Exchange Traded Fd T
BUY NEW 8.8K $2M +22.4%
SPYM|SPDR Ser Tr
BUY NEW 7.9K $547246 +31.9%
IVV|Ishares Tr
BUY +87.38% 772 $454461 +30.6%
APD|Air Prods & Chems Inc
SELL -20.43% 927 $268867 +12.5%
BLK|Blackrock Inc
BUY NEW 331 $339311 +13.9%
RTX|Rtx Corporation
SELL -4.89% 2.6K $301335 +73.1%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -4.16% 1.7K $327438 +14.0%
GOOG|Alphabet Inc
SELL -1.55% 1.7K $326414 +89.1%
GE|Ge Aerospace
SELL -3.57% 1.6K $274870 +220.2%
NOW|Servicenow Inc
SELL EXIT +98.5%
MDT|Medtronic PLC
SELL EXIT +2.9%
XOM|Exxon Mobil Corp
BUY NEW 2.7K $287427 +31.1%
CB1A|Constellation Brands Inc
BUY +17.58% 1.3K $280891
MCHP|Microchip Technology Inc.
BUY NEW 4.9K $279008 +8.1%
UNH|Unitedhealth Group Inc
BUY +12.31% 529 $267600 -30.9%
IWR|Ishares Tr
SELL -2.26% 2.4K $214446
2024-Q3
MSFT|Microsoft Corp
SELL -0.03% 23.7K $10M
IFF|International FLAVORS&FRAGRA
SELL -0.25% 100.3K $11M +27.6%
T|AT&T Inc
BUY +0.70% 460.7K $10M +30.5%
DD|Dupont De Nemours Inc
BUY +0.48% 113.2K $10M +72.8%
AMZN|Amazon Com Inc
BUY +0.26% 49.8K $9M +40.4%
WFC|Wells Fargo Co
BUY +0.08% 161.3K $9M +50.5%
SPG|Simon Ppty Group Inc
SELL -8.24% 56.5K $10M
WBD|Warner Bros Discovery Inc
SELL -2.17% 1.1M $9M -41.0%
KMX|Carmax Inc
BUY +0.47% 115.2K $9M -21.4%
BUD|Anheuser Busch Inbev Sa/nv
BUY +0.80% 132.1K $9M +29.6%
ZBH|Zimmer Biomet Holdings Inc
BUY +74.28% 80.7K $9M -8.4%
BAX|Baxter Intl Inc
BUY +0.96% 222.7K $8M -28.9%
KHC|Kraft Heinz Co
BUY +1.07% 239.7K $8M -27.8%
BIIB|Biogen Inc
SELL -1.95% 35.3K $7M
BMY|Bristol-myers Squibb Co
SELL -0.05% 160.4K $8M +10.2%
KEL|Kellanova
SELL EXIT
EL|Lauder Estee Cos Inc
BUY +19.26% 81.8K $8M +14.4%
GSK|Gsk PLC
BUY +0.91% 196.9K $8M +23.5%
BA|Boeing Co
BUY +8.31% 47.5K $7M +21.5%
ADBE|Adobe Inc
SELL -29.29% 9.9K $5M +15.0%
CVS|Cvs Health Corp
SELL -2.25% 121.5K $8M
USB|US Bancorp
SELL -0.05% 162.8K $7M +22.3%
NKE|Nike Inc
BUY +26.04% 79.4K $7M -51.0%
INTC|Intel Corp
BUY +20.42% 269.8K $6M +328.7%
BK|Bank New York Mellon Corp
SELL EXIT +53.8%
PFE|Pfizer Inc
SELL -0.04% 231.1K $7M -2.3%
DIS|Disney Walt Co
BUY +24.46% 68.0K $7M +17.5%
JWNUSD|Nordstrom Inc
SELL -0.01% 289.3K $7M
EMR|Emerson Elec Co
SELL -0.02% 58.8K $6M
NUE|Nucor Corp
BUY NEW 42.9K $6M +68.2%
VZ|Verizon Communications Inc
BUY +0.08% 143.7K $6M +19.8%
CAG|Conagra Brands Inc
SELL -0.03% 195.3K $6M -8.0%
CMCSA|Comcast Corp
SELL -0.03% 149.0K $6M -8.8%
BDX|Becton Dickinson & Co
BUY +0.07% 25.1K $6M -19.9%
TROW|Price T Rowe Group Inc
BUY +0.02% 52.5K $6M +2.9%
CRM|Salesforce Inc
BUY +0.06% 21.2K $6M -1.3%
WU|Western Un Co
BUY +0.09% 456.6K $5M -39.9%
EFX|Equifax Inc
BUY +0.65% 11.8K $3M -34.5%
EFA|Ishares Tr
BUY +5.10% 25.0K $2M +34.0%
SPY|SPDR S&P 500 ETF Tr
BUY NEW 2.2K $1M +39.0%
APD|Air Prods & Chems Inc
SELL -2.92% 1.2K $346867 -1.6%
RTX|Rtx Corporation
SELL -7.09% 2.7K $331736 +68.7%
GOOG|Alphabet Inc
SELL -1.69% 1.7K $291078 +80.9%
GE|Ge Aerospace
SELL -1.04% 1.7K $322283 +199.9%
NOW|Servicenow Inc
SELL -4.32% 354 $316614 +59.5%
TSM|Taiwan Semiconductor Mfg Ltd
BUY NEW 1.7K $300449 +151.0%
MMM|3M Co
SELL EXIT +58.4%
MDT|Medtronic PLC
BUY +1.42% 3.2K $288726 +9.4%
CB1A|Constellation Brands Inc
BUY +0.84% 1.1K $278563
BLK|Blackrock Inc
SELL EXIT +14.2%
IWR|Ishares Tr
BUY +0.12% 2.5K $218736 +34.4%
2024-Q2
TSM|Taiwan Semiconductor Mfg Ltd
SELL EXIT +80.7%
MSFT|Microsoft Corp
SELL -8.09% 23.7K $11M
WFC|Wells Fargo Co
SELL -13.28% 161.1K $10M
AMZN|Amazon Com Inc
SELL -16.29% 49.6K $10M +27.9%
KMX|Carmax Inc
SELL -0.26% 114.7K $8M +0.3%
GSK|Gsk PLC
SELL -16.43% 195.1K $8M +18.0%
DD|Dupont De Nemours Inc
SELL -13.44% 112.7K $9M
SPG|Simon Ppty Group Inc
SELL -0.39% 61.6K $9M
IFF|International FLAVORS&FRAGRA
SELL -8.36% 100.6K $10M +22.4%
BAX|Baxter Intl Inc
BUY +0.74% 220.6K $7M -26.8%
CVS|Cvs Health Corp
BUY +9.02% 124.3K $7M +53.3%
KEL|Kellanova
SELL -9.46% 143.5K $8M
INTC|Intel Corp
BUY +9.45% 224.0K $7M +197.4%
T|AT&T Inc
SELL -10.54% 457.5K $9M
BUD|Anheuser Busch Inbev Sa/nv
SELL -8.79% 131.1K $8M
KHC|Kraft Heinz Co
BUY +0.64% 237.2K $8M -30.0%
WBD|Warner Bros Discovery Inc
BUY +28.47% 1.2M $9M +255.7%
BA|Boeing Co
BUY +0.46% 43.9K $8M +17.7%
BIIB|Biogen Inc
BUY +0.45% 36.0K $8M +0.6%
CRM|Salesforce Inc
SELL -21.18% 21.2K $5M +32.1%
JWNUSD|Nordstrom Inc
SELL -26.58% 289.3K $6M
EMR|Emerson Elec Co
SELL -14.70% 58.8K $6M
BK|Bank New York Mellon Corp
SELL -17.31% 112.2K $7M +37.1%
ADBE|Adobe Inc
BUY NEW 14.0K $8M -40.0%
USB|US Bancorp
SELL -0.54% 162.9K $6M +12.2%
EL|Lauder Estee Cos Inc
SELL -1.22% 68.6K $7M +44.9%
VZ|Verizon Communications Inc
SELL -11.85% 143.6K $6M
GOOGL|Alphabet Inc
SELL -20.67% 35.7K $7M +64.1%
DIS|Disney Walt Co
SELL -0.71% 54.6K $5M +11.7%
BMY|Bristol-myers Squibb Co
BUY NEW 160.5K $7M +52.4%
CPB|Campbell Soup Co
SELL -0.55% 144.0K $7M +3.2%
CMCSA|Comcast Corp
SELL -0.32% 149.0K $6M -9.9%
PFE|Pfizer Inc
SELL -0.43% 231.2K $6M -6.6%
TROW|Price T Rowe Group Inc
SELL -0.63% 52.4K $6M -21.3%
WU|Western Un Co
SELL -0.52% 456.2K $6M -19.8%
BDX|Becton Dickinson & Co
SELL -0.47% 25.1K $6M -4.6%
ZBH|Zimmer Biomet Holdings Inc
SELL -0.31% 46.3K $5M -6.7%
CAG|Conagra Brands Inc
SELL -0.60% 195.4K $6M -8.6%
EFX|Equifax Inc
SELL -1.05% 11.8K $3M +4.3%
EFA|Ishares Tr
SELL -1.79% 23.8K $2M
GE|Ge Aerospace
SELL -16.49% 1.7K $274541 +187.9%
MMM|3M Co
SELL -9.57% 2.9K $294409 +22.7%
RTX|Rtx Corporation
SELL -12.24% 2.9K $295849 +48.3%
APD|Air Prods & Chems Inc
SELL -10.71% 1.2K $309660 -10.4%
BLK|Blackrock Inc
SELL -10.51% 349 $274775 +3.1%
GOOG|Alphabet Inc
SELL -15.30% 1.8K $324837 +89.8%
CB1A|Constellation Brands Inc
SELL -9.00% 1.1K $275804
NOW|Servicenow Inc
SELL -10.41% 370 $291068 +42.0%
MDT|Medtronic PLC
SELL -9.48% 3.2K $248881 -4.1%
IWR|Ishares Tr
BUY +0.12% 2.5K $200984 +39.4%
2024-Q1
TSM|Taiwan Semiconductor Mfg Ltd
SELL -1.26% 80.0K $11M +52.6%
MSFT|Microsoft Corp
SELL -0.38% 25.8K $11M
WFC|Wells Fargo Co
SELL -0.19% 185.8K $11M
AMZN|Amazon Com Inc
BUY +0.69% 59.3K $11M +50.3%
SPG|Simon Ppty Group Inc
SELL -12.86% 61.8K $10M
KMX|Carmax Inc
BUY +44.77% 115.0K $10M -14.2%
GSK|Gsk PLC
BUY +0.04% 233.5K $10M +20.0%
DD|Dupont De Nemours Inc
BUY +17.00% 130.2K $10M +95.0%
ASML|Asml Holding N V
SELL EXIT +41.7%
IFF|International FLAVORS&FRAGRA
SELL -0.48% 109.8K $9M +3.7%
BAX|Baxter Intl Inc
BUY +1.25% 219.0K $9M -36.2%
BA|Boeing Co
BUY +22.73% 43.7K $8M +3.2%
INTC|Intel Corp
BUY +11.28% 204.7K $9M +110.4%
CVS|Cvs Health Corp
BUY +0.33% 114.0K $9M +21.6%
KEL|Kellanova
BUY +16.36% 158.5K $9M
T|AT&T Inc
BUY +5.73% 511.4K $9M +48.8%
BIIB|Biogen Inc
BUY +3.82% 35.8K $8M -2.6%
BUD|Anheuser Busch Inbev Sa/nv
BUY +16.70% 143.7K $9M +26.2%
KHC|Kraft Heinz Co
BUY +0.27% 235.7K $9M -30.9%
CRM|Salesforce Inc
SELL -1.04% 26.9K $8M +39.5%
JWNUSD|Nordstrom Inc
SELL -0.28% 394.0K $8M
WBD|Warner Bros Discovery Inc
BUY +33.10% 902.0K $8M +196.2%
EMR|Emerson Elec Co
SELL -0.02% 69.0K $8M
BK|Bank New York Mellon Corp
SELL -0.46% 135.7K $8M +30.3%
USB|US Bancorp
BUY +4.96% 163.7K $7M +47.8%
EL|Lauder Estee Cos Inc
BUY +5.20% 46.3K $7M -26.8%
LRCX|Lam Research Corp
SELL EXIT +90.6%
VZ|Verizon Communications Inc
BUY +3.08% 162.9K $7M +23.2%
GOOGL|Alphabet Inc
BUY +6.05% 45.0K $7M +138.8%
DIS|Disney Walt Co
SELL -5.57% 55.0K $7M +14.9%
META|Meta Platforms Inc
SELL EXIT
CMCSA|Comcast Corp
BUY NEW 149.5K $6M -34.3%
PFE|Pfizer Inc
BUY +23.61% 232.1K $6M +1.4%
CPB|Campbell Soup Co
BUY NEW 144.8K $6M -46.3%
TROW|Price T Rowe Group Inc
BUY +2.19% 52.8K $6M +1.7%
WU|Western Un Co
BUY +2.16% 458.6K $6M -43.7%
BDX|Becton Dickinson & Co
BUY +0.37% 25.2K $6M -21.2%
ZBH|Zimmer Biomet Holdings Inc
BUY +2.11% 46.4K $6M -20.4%
NKE|Nike Inc
BUY NEW 63.0K $6M -62.3%
CAG|Conagra Brands Inc
BUY +2.37% 196.6K $6M -43.9%
EFX|Equifax Inc
SELL -1.20% 11.9K $3M +10.4%
SPY|SPDR S&P 500 ETF Tr
SELL EXIT +11.1%
EFA|Ishares Tr
BUY +2.21% 24.2K $2M +42.6%
GE|General Electric Co
SELL -20.12% 2.1K $362996 +109.3%
UNH|Unitedhealth Group Inc
SELL -29.81% 471 $233004 -3.6%
HD|Home Depot Inc
SELL -33.00% 670 $257012 +16.3%
NOW|Servicenow Inc
SELL -14.32% 413 $314871 +48.9%
MMM|3M Co
BUY NEW 3.2K $337939 +122.8%
BLK|Blackrock Inc
SELL -4.18% 390 $325143 +5.5%
RTX|Rtx Corporation
SELL -5.75% 3.4K $327506 +30.0%
APD|Air Prods & Chems Inc
BUY +35.35% 1.3K $325611 +25.7%
CB1A|Constellation Brands Inc
SELL -1.26% 1.2K $320133
GOOG|Alphabet Inc
SELL -5.38% 2.1K $318376 +57.5%
MDT|Medtronic PLC
BUY NEW 3.5K $304415 +5.7%
SYK|Stryker Corporation
SELL EXIT +31.5%
IVV|Ishares Tr
BUY +6.46% 412 $216601 +54.6%
IWR|Ishares Tr
BUY +0.12% 2.5K $208193 +43.7%
2023-Q4
MSFT|Microsoft Corp
SELL -21.77% 25.9K $10M
SPG|Simon Ppty Group Inc
BUY +0.07% 71.0K $10M +78.5%
ASML|Asml Holding N V
SELL -0.04% 12.5K $9M +3.5%
BA|Boeing Co
SELL -16.53% 35.6K $9M +16.9%
INTC|Intel Corp
SELL -21.89% 183.9K $9M
WFC|Wells Fargo Co
SELL -11.88% 186.2K $9M
CVS|Cvs Health Corp
BUY +1.21% 113.7K $9M +33.2%
AMZN|Amazon Com Inc
SELL -1.45% 58.9K $9M -0.2%
IFF|International FLAVORS&FRAGRA
SELL -11.97% 110.3K $9M -5.2%
BIIB|Biogen Inc
BUY +0.50% 34.5K $9M -10.7%
KHC|Kraft Heinz Co
BUY +0.21% 235.0K $9M -25.1%
GSK|Gsk PLC
BUY +0.22% 233.4K $9M +39.7%
DD|Dupont De Nemours Inc
SELL -0.02% 111.3K $9M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -15.63% 81.0K $8M +16.1%
BAX|Baxter Intl Inc
SELL -1.36% 216.3K $8M -15.3%
BUD|Anheuser Busch Inbev Sa/nv
SELL -17.54% 123.1K $8M
T|AT&T Inc
SELL -5.28% 483.7K $8M
ADBE|Adobe Inc
SELL EXIT +25.9%
WBD|Warner Bros Discovery Inc
SELL -4.29% 677.7K $8M -31.3%
KEL|Kellanova
BUY +17.86% 136.2K $8M
GOOGL|Alphabet Inc
SELL -24.23% 42.4K $6M +31.0%
JWNUSD|Nordstrom Inc
BUY +31.60% 395.1K $7M
WU|Western Un Co
SELL -18.76% 448.9K $5M -26.6%
CRM|Salesforce Inc
SELL -0.16% 27.2K $7M +5.9%
LRCX|Lam Research Corp
SELL -0.24% 9.1K $7M +45.9%
META|Meta Platforms Inc
SELL -10.59% 18.4K $7M
BDX|Becton Dickinson & Co
BUY +0.34% 25.1K $6M -22.6%
EL|Lauder Estee Cos Inc
BUY NEW 44.0K $6M -21.8%
DIS|Disney Walt Co
SELL -23.52% 58.3K $5M -4.2%
KMX|Carmax Inc
BUY NEW 79.4K $6M -5.2%
VZ|Verizon Communications Inc
SELL -14.02% 158.0K $6M
TROW|Price T Rowe Group Inc
SELL -1.37% 51.6K $6M -32.8%
ZBH|Zimmer Biomet Holdings Inc
SELL -2.09% 45.5K $6M -12.9%
CAG|Conagra Brands Inc
SELL -1.17% 192.0K $6M -15.5%
PFE|Pfizer Inc
BUY NEW 187.8K $5M -7.2%
SPY|SPDR S&P 500 ETF Tr
BUY NEW 5.3K $3M +71.8%
EFA|Ishares Tr
SELL -0.30% 23.7K $2M
NOW|Servicenow Inc
SELL -13.93% 482 $340528 +26.4%
GE|General Electric Co
SELL -0.27% 2.6K $330434 +66.2%
RTX|Rtx Corporation
BUY +8.07% 3.6K $299791 +162.8%
CB1A|Constellation Brands Inc
BUY +0.51% 1.2K $288408
APD|Air Prods & Chems Inc
BUY +2.27% 993 $271883 +11.4%
MDT|Medtronic PLC
SELL EXIT -21.8%
MMM|3M Co
SELL EXIT -38.7%
IWR|Ishares Tr
SELL -4.92% 2.5K $192217
IVV|Ishares Tr
SELL -2.76% 387 $184843 +17.1%
2023-Q3
MSFT|Microsoft Corp
SELL -5.49% 33.1K $10M
AMZN|Amazon Com Inc
SELL -23.63% 59.8K $8M -6.6%
TSM|Taiwan Semiconductor Mfg Ltd
SELL -3.16% 96.0K $8M +12.5%
ASML|Asml Holding N V
SELL -3.39% 12.5K $7M +2.3%
WFC|Wells Fargo Co
SELL -3.51% 211.2K $9M
EPD|Enterprise Prods Partners L
SELL EXIT
BIIB|Biogen Inc
BUY +16.64% 34.3K $9M -17.1%
WBD|Warner Bros Discovery Inc
BUY +2.11% 708.0K $8M +127.4%
LRCX|Lam Research Corp
SELL -32.67% 9.1K $6M +37.7%
BUD|Anheuser Busch Inbev Sa/nv
SELL -0.91% 149.3K $8M
IFF|International FLAVORS&FRAGRA
BUY +71.61% 125.3K $9M +25.5%
SPG|Simon Ppty Group Inc
SELL -3.79% 70.9K $8M
META|Meta Platforms Inc
SELL -30.31% 20.6K $6M
GSK|Gsk PLC
SELL -0.77% 232.9K $8M +0.7%
INTC|Intel Corp
SELL -1.84% 235.5K $8M
DD|Dupont De Nemours Inc
SELL -3.59% 111.3K $8M
BA|Boeing Co
BUY +8.79% 42.6K $8M -3.3%
BAX|Baxter Intl Inc
BUY NEW 219.2K $8M -38.7%
CMP|Compass Minerals Intl Inc
SELL EXIT
KEL|Kellanova
SELL -3.17% 115.6K $7M
KHC|Kraft Heinz Co
BUY +5.58% 234.5K $8M -26.8%
CVS|Cvs Health Corp
BUY +17.36% 112.3K $8M +30.6%
ADBE|Adobe Inc
SELL -3.69% 15.2K $8M +11.4%
T|AT&T Inc
BUY +20.19% 510.6K $8M +74.1%
GOOGL|Alphabet Inc
SELL -3.89% 56.0K $7M +25.8%
WU|Western Un Co
SELL -3.46% 552.5K $7M -25.1%
ZBH|Zimmer Biomet Holdings Inc
SELL -3.75% 46.5K $5M -4.3%
BDX|Becton Dickinson & Co
SELL -4.14% 25.1K $6M +8.6%
EMR|Emerson Elec Co
SELL -4.11% 69.0K $7M
JWNUSD|Nordstrom Inc
SELL -4.03% 300.3K $4M
VZ|Verizon Communications Inc
BUY +10.30% 183.8K $6M +47.3%
DIS|Disney Walt Co
BUY +16.67% 76.2K $6M +24.5%
TROW|Price T Rowe Group Inc
SELL -4.16% 52.4K $5M -24.3%
CRM|Salesforce Inc
SELL -3.95% 27.2K $6M +3.8%
BK|Bank New York Mellon Corp
BUY +14.88% 136.4K $6M +206.2%
CAG|Conagra Brands Inc
BUY +24.67% 194.3K $5M -47.1%
USB|US Bancorp
BUY NEW 156.0K $5M +72.1%
EFX|Equifax Inc
SELL -9.42% 12.0K $2M -13.1%
EFA|Ishares Tr
BUY +1.12% 23.7K $2M +51.1%
RSP|Invesco Exchange Traded Fd T
SELL EXIT +3.8%
KMX|Carmax Inc
SELL -47.38% 4.0K $285537 -9.4%
GE|General Electric Co
SELL -51.81% 2.6K $286988 +60.6%
NOW|Servicenow Inc
SELL -45.42% 560 $313018 +10.0%
CMCSA|Comcast Corp
SELL -52.47% 6.5K $289319 -2.4%
APD|Air Prods & Chems Inc
SELL -47.68% 971 $275181 +2.9%
CB1A|Constellation Brands Inc
SELL -45.50% 1.2K $298329
MDT|Medtronic PLC
SELL -44.31% 3.4K $263055 -14.9%
RTX|Rtx Corporation
SELL -38.50% 3.3K $237285 +23.1%
BLK|Blackrock Inc
SELL -45.88% 407 $263121 -8.2%
MMM|3M Co
SELL -48.26% 2.5K $234050 -33.0%
GOOG|Alphabet Inc
BUY +1.05% 2.2K $291389 +158.9%
IYW|Ishares Tr
SELL EXIT +14.1%
IWR|Ishares Tr
SELL -2.73% 2.6K $180125
2023-Q2
MSFT|Microsoft Corp
SELL -1.13% 35.0K $12M
BUD|Anheuser Busch Inbev Sa/nv
SELL -1.83% 150.7K $9M
AMZN|Amazon Com Inc
SELL -1.99% 78.2K $10M -21.0%
TSM|Taiwan Semiconductor Mfg Ltd
BUY +0.01% 99.2K $10M +372.5%
ASML|Asml Holding N V
SELL -0.44% 12.9K $9M +2.5%
WFC|Wells Fargo Co
SELL -0.20% 218.9K $9M
EPD|Enterprise Prods Partners L
SELL -0.42% 339.2K $9M
WBD|Warner Bros Discovery Inc
BUY +23.94% 693.4K $9M +125.4%
LRCX|Lam Research Corp
SELL -1.76% 13.5K $9M +17.3%
KHC|Kraft Heinz Co
SELL -0.20% 222.1K $8M
SPG|Simon Ppty Group Inc
SELL -0.02% 73.7K $9M
META|Meta Platforms Inc
SELL -2.61% 29.5K $8M
GSK|Gsk PLC
SELL -1.15% 234.7K $8M +3.1%
BIIB|Biogen Inc
SELL -0.42% 29.4K $8M
BA|Boeing Co
SELL -0.24% 39.2K $8M +18.8%
T|AT&T Inc
SELL -1.99% 424.8K $7M
DD|Dupont De Nemours Inc
SELL -0.32% 115.4K $8M
CRM|Salesforce Inc
SELL -31.63% 28.3K $6M -1.1%
CMP|Compass Minerals Intl Inc
BUY +14.91% 242.0K $8M -20.3%
KEL|Kellogg Co
BUY +0.28% 119.3K $8M
INTC|Intel Corp
SELL -1.58% 239.9K $8M
ADBE|Adobe Systems Incorporated
SELL -2.63% 15.8K $8M -19.1%
CVS|Cvs Health Corp
SELL -0.68% 95.7K $7M
ZBH|Zimmer Biomet Holdings Inc
SELL -0.29% 48.3K $7M +6.3%
GOOGL|Alphabet Inc
SELL -0.39% 58.3K $7M +14.6%
BDX|Becton Dickinson & Co
SELL -0.34% 26.1K $7M +2.9%
WU|Western Un Co
BUY +27.84% 572.3K $7M -37.6%
DIS|Disney Walt Co
SELL -0.31% 65.3K $6M -2.9%
EMR|Emerson Elec Co
SELL -0.30% 71.9K $7M
JWNUSD|Nordstrom Inc
BUY +15.99% 312.9K $6M
VZ|Verizon Communications Inc
BUY +20.45% 166.6K $6M +34.2%
TROW|Price T Rowe Group Inc
BUY +0.85% 54.6K $6M +1.9%
CAG|Conagra Brands Inc
BUY +0.01% 155.8K $5M -56.1%
IFF|International FLAVORS&FRAGRA
BUY NEW 73.0K $6M +3.8%
BK|Bank New York Mellon Corp
BUY +0.16% 118.7K $5M +218.8%
EFX|Equifax Inc
SELL -0.92% 13.3K $3M -10.2%
EFA|Ishares Tr
SELL -1.51% 23.5K $2M
RSP|Invesco Exchange Traded Fd T
BUY NEW 6.6K $982087 +53.8%
GE|General Electric Co
SELL -20.12% 5.4K $591762 +45.1%
KMX|Carmax Inc
SELL -3.30% 7.7K $642147 -20.9%
NOW|Servicenow Inc
SELL -20.47% 1.0K $576581 -6.1%
CMCSA|Comcast Corp
SELL -3.64% 13.7K $570440 -13.2%
APD|Air Prods & Chems Inc
BUY +8.60% 1.9K $555927 +6.9%
RTX|Raytheon Technologies Corp
SELL -3.39% 5.4K $525164 +40.4%
CB1A|Constellation Brands Inc
SELL -3.41% 2.2K $536071
MDT|Medtronic PLC
SELL -3.30% 6.0K $531067 -10.5%
BLK|Blackrock Inc
SELL -3.59% 752 $519737 -11.5%
MMM|3M Co
BUY +10.80% 4.8K $483635 +110.3%
GOOG|Alphabet Inc
SELL -20.76% 2.2K $264561 +30.5%
IYW|Ishares Tr
BUY NEW 2.2K $244958 +168.2%
IWR|Ishares Tr
SELL -1.44% 2.7K $195296
2023-Q1
BUD|Anheuser Busch Inbev Sa/nv
SELL -0.30% 153.5K $10M
MSFT|Microsoft Corp
SELL -0.48% 35.4K $10M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -0.70% 99.2K $9M +7.8%
WFC|Wells Fargo Co
SELL -0.56% 219.3K $8M
KHC|Kraft Heinz Co
SELL -0.34% 222.6K $9M
BA|Boeing Co
SELL -17.59% 39.3K $8M +19.5%
CVS|Cvs Health Corp
BUY +0.74% 96.3K $7M +7.8%
ASML|Asml Holding N V
SELL -0.55% 13.0K $9M -1.2%
EPD|Enterprise Prods Partners L
SELL -0.67% 340.7K $9M
SPG|Simon Ppty Group Inc
SELL -0.33% 73.7K $8M
KEL|Kellogg Co
BUY +0.24% 119.0K $8M
WBD|Warner Bros Discovery Inc
SELL -21.11% 559.5K $8M -10.1%
GSK|Gsk PLC
SELL -0.19% 237.4K $8M +0.4%
T|AT&T Inc
SELL -0.44% 433.5K $8M
BIIB|Biogen Inc
SELL -1.80% 29.5K $8M
DD|Dupont De Nemours Inc
SELL -0.44% 115.8K $8M
CRM|Salesforce Inc
BUY +1.14% 41.4K $8M +49.1%
AMZN|Amazon Com Inc
BUY +33.11% 79.8K $8M +163.6%
INTC|Intel Corp
BUY +7.75% 243.8K $8M +223.6%
LRCX|Lam Research Corp
SELL -0.96% 13.7K $7M +2.9%
CMP|Compass Minerals Intl Inc
BUY +27.79% 210.6K $7M -33.2%
EMR|Emerson Elec Co
SELL -0.37% 72.2K $6M
BK|Bank New York Mellon Corp
SELL -22.43% 118.5K $5M +17.3%
BDX|Becton Dickinson & Co
SELL -0.41% 26.2K $6M -0.7%
DIS|Disney Walt Co
SELL -0.39% 65.5K $7M +4.1%
META|Meta Platforms Inc
SELL -23.74% 30.3K $6M
ZBH|Zimmer Biomet Holdings Inc
SELL -0.39% 48.4K $6M -1.9%
ADBE|Adobe Systems Incorporated
BUY +1.51% 16.2K $6M -18.9%
RTX|Raytheon Technologies Corp
SELL -90.87% 5.5K $543413 +41.4%
TROW|Price T Rowe Group Inc
BUY +1.68% 54.2K $6M -1.0%
GOOGL|Alphabet Inc
SELL -0.38% 58.5K $6M -8.3%
CAG|Conagra Brands Inc
SELL -0.20% 155.8K $6M +8.3%
VZ|Verizon Communications Inc
BUY +2.99% 138.3K $5M +24.1%
WU|Western Un Co
BUY +26.13% 447.7K $5M -48.1%
JWNUSD|Nordstrom Inc
BUY +3.95% 269.7K $4M
EFX|Equifax Inc
SELL -1.19% 13.4K $3M -10.5%
SPY|SPDR S&P 500 ETF Tr
SELL EXIT +3.9%
EFA|Ishares Tr
BUY +0.66% 23.8K $2M +53.9%
GE|General Electric Co
BUY +4.44% 6.7K $644727 +416.2%
NOW|Servicenow Inc
SELL -1.83% 1.3K $599489 -14.6%
BLK|Blackrock Inc
SELL -4.41% 780 $521914 -5.9%
UNH|Unitedhealth Group Inc
SELL -37.35% 671 $317108 -8.6%
APD|Air Prods & Chems Inc
SELL -4.47% 1.7K $490842 +0.9%
CMCSA|Comcast Corp
SELL -4.44% 14.2K $540141 -18.3%
CB1A|Constellation Brands Inc
BUY +1.08% 2.3K $509382
KMX|Carmax Inc
BUY +8.66% 7.9K $509997 -7.0%
MDT|Medtronic PLC
BUY +18.88% 6.2K $502585 +11.1%
MMM|3M Co
BUY +31.43% 4.4K $458385 +89.4%
HD|Home Depot Inc
SELL -25.93% 1.0K $295120 +0.7%
GOOG|Alphabet Inc
BUY +24.66% 2.8K $287040 +255.5%
SYK|Stryker Corporation
BUY NEW 800 $228376 +21.9%
IWR|Ishares Tr
BUY +1.42% 2.7K $189698 +59.1%
IVV|Ishares Tr
BUY +0.76% 398 $163610 +93.6%
2022-Q4
BUD|Anheuser Busch Inbev Sa/nv
SELL -3.90% 154.0K $9M
CVS|Cvs Health Corp
SELL -0.73% 95.6K $9M
WFC|Wells Fargo Co
SELL -2.92% 220.6K $9M
KHC|Kraft Heinz Co
SELL -3.17% 223.3K $9M
BA|Boeing Co
SELL -4.25% 47.7K $9M -0.7%
SPG|Simon Ppty Group Inc
SELL -2.99% 74.0K $9M
MSFT|Microsoft Corp
SELL -2.54% 35.5K $9M
BIIB|Biogen Inc
SELL -5.28% 30.1K $8M
KEL|Kellogg Co
SELL -0.89% 118.7K $8M
GSK|Gsk PLC
SELL -2.50% 237.9K $8M -5.1%
EPD|Enterprise Prods Partners L
SELL -0.82% 342.9K $8M
T|AT&T Inc
SELL -14.07% 435.4K $8M
DD|Dupont De Nemours Inc
SELL -15.72% 116.3K $8M
TSM|Taiwan Semiconductor Mfg Ltd
SELL -2.43% 99.8K $7M -11.0%
AMZN|Amazon Com Inc
SELL -6.45% 60.0K $5M -40.2%
ASML|Asml Holding N V
SELL -19.56% 13.0K $7M -15.5%
EMR|Emerson Elec Co
SELL -0.91% 72.4K $7M
BK|Bank New York Mellon Corp
SELL -0.85% 152.8K $7M +3.9%
CMP|Compass Minerals Intl Inc
SELL -3.48% 164.8K $7M
WBD|Warner Bros Discovery Inc
BUY +29.56% 709.1K $7M +154.9%
BDX|Becton Dickinson & Co
SELL -2.81% 26.3K $7M -4.6%
CAG|Conagra Brands Inc
SELL -21.37% 156.1K $6M +7.3%
INTC|Intel Corp
SELL -7.06% 226.2K $6M
ZBH|Zimmer Biomet Holdings Inc
SELL -17.49% 48.6K $6M -10.8%
RTX|Raytheon Technologies Corp
SELL -16.20% 60.8K $6M +37.6%
CRM|Salesforce Inc
SELL -3.70% 41.0K $5M -29.1%
TROW|Price T Rowe Group Inc
SELL -4.44% 53.3K $6M -25.4%
GOOGL|Alphabet Inc
SELL -4.01% 58.7K $5M -7.0%
LRCX|Lam Research Corp
SELL -3.36% 13.9K $6M -9.2%
MRK|Merck & Co Inc
SELL EXIT
DIS|Disney Walt Co
BUY NEW 65.7K $6M +11.6%
META|Meta Platforms Inc
BUY +0.02% 39.7K $5M +387.8%
ADBE|Adobe Systems Incorporated
SELL -5.47% 16.0K $5M -30.2%
VZ|Verizon Communications Inc
SELL -4.67% 134.3K $5M
WU|Western Un Co
SELL -3.67% 354.9K $5M -25.0%
JWNUSD|Nordstrom Inc
SELL -5.81% 259.5K $4M
EFX|Equifax Inc
SELL -7.64% 13.6K $3M -17.0%
SPY|SPDR S&P 500 ETF Tr
BUY NEW 4.5K $2M +101.2%
EFA|Ishares Tr
BUY +4.49% 23.7K $2M +66.1%
GE|General Electric Co
SELL -41.70% 6.5K $541032 -8.4%
CB1A|Constellation Brands Inc
SELL -19.72% 2.2K $517034
CMCSA|Comcast Corp
SELL -29.08% 14.9K $521403 -26.6%
NOW|Servicenow Inc
SELL -18.08% 1.3K $510187 -23.8%
APD|Air Prods & Chems Inc
SELL -29.34% 1.8K $551477 +3.5%
KMX|Carmax Inc
SELL -18.06% 7.3K $444618 -30.2%
MDT|Medtronic PLC
SELL -27.52% 5.2K $407563 -16.5%
BLK|Blackrock Inc
SELL -9.53% 816 $578242 -7.6%
UNH|Unitedhealth Group Inc
BUY NEW 1.1K $567823 -25.5%
MMM|3M Co
SELL -27.82% 3.3K $397895 -26.2%
HD|Home Depot Inc
BUY NEW 1.4K $426411 +5.3%
GOOG|Alphabet Inc
BUY +2.36% 2.2K $196448 +250.9%
IWR|Ishares Tr
SELL -0.45% 2.7K $180405
IVV|Ishares Tr
BUY NEW 395 $151763 +101.3%
2022-Q3
KEL|Kellogg Co
SELL -23.32% 119.8K $8M
T|AT&T Inc
BUY +1.41% 506.7K $8M +40.3%
KHC|Kraft Heinz Co
SELL -15.36% 230.7K $8M
GSK|Gsk PLC
SELL EXIT -3.8%
MSFT|Microsoft Corp
BUY +1.17% 36.5K $8M +92.1%
EPD|Enterprise Prods Partners L
SELL -8.79% 345.8K $8M
CVS|Cvs Health Corp
SELL -0.99% 96.3K $9M
WFC|Wells Fargo Co
BUY +1.21% 227.2K $9M +95.8%
MRK|Merck & Co Inc
SELL -32.01% 66.7K $6M
BIIB|Biogen Inc
SELL -26.19% 31.8K $8M
BUD|Anheuser Busch Inbev Sa/nv
BUY +1.33% 160.2K $7M +48.7%
PAA|Plains All Amern Pipeline L
SELL EXIT +12.8%
CAG|Conagra Brands Inc
SELL -10.95% 198.6K $6M +2.0%
ASML|Asml Holding N V
BUY +1.67% 16.2K $7M +248.1%
INTC|Intel Corp
BUY +20.23% 243.4K $6M +160.3%
DD|Dupont De Nemours Inc
BUY +1.65% 138.0K $7M +143.0%
AMZN|Amazon Com Inc
BUY +2.74% 64.1K $7M +102.1%
GSK|Gsk PLC
BUY NEW 244.0K $7M +43.8%
RTX|Raytheon Technologies Corp
SELL -1.96% 72.5K $6M +32.4%
VZ|Verizon Communications Inc
BUY +0.70% 140.9K $5M +11.2%
SPG|Simon Ppty Group Inc
BUY +2.11% 76.2K $7M +107.7%
TSM|Taiwan Semiconductor Mfg Ltd
BUY NEW 102.3K $7M +411.2%
CRM|Salesforce Inc
BUY +0.74% 42.6K $6M +46.4%
WBD|Warner Bros Discovery Inc
BUY +9.28% 547.3K $6M +113.6%
BA|Boeing Co
BUY +1.49% 49.8K $6M +34.0%
LRCX|Lam Research Corp
SELL -8.53% 14.3K $5M -6.7%
BDX|Becton Dickinson & Co
BUY +0.51% 27.1K $6M -25.3%
GOOGL|Alphabet Inc
BUY +0.74% 61.2K $6M +204.8%
CMP|Compass Minerals Intl Inc
BUY +8.11% 170.8K $7M -32.1%
BK|Bank New York Mellon Corp
BUY +0.73% 154.1K $6M +218.8%
META|Meta Platforms Inc
BUY +0.95% 39.7K $5M +249.8%
TROW|Price T Rowe Group Inc
BUY +0.67% 55.8K $6M -6.1%
ZBH|Zimmer Biomet Holdings Inc
BUY +0.67% 58.9K $6M -9.0%
WU|Western Un Co
BUY +0.76% 368.4K $5M -55.5%
ADBE|Adobe Systems Incorporated
BUY +3.64% 16.9K $5M -24.7%
EMR|Emerson Elec Co
BUY +0.79% 73.1K $5M +89.8%
JWNUSD|Nordstrom Inc
BUY +1.87% 275.5K $5M
EFX|Equifax Inc
BUY +10.52% 14.7K $3M -1.6%
EFA|Ishares Tr
BUY +3.08% 22.7K $1M +72.6%
GE|General Electric Co
BUY +63.16% 11.1K $686000 +662.4%
CB1A|Constellation Brands Inc
BUY +3.69% 2.8K $638000
CMCSA|Comcast Corp
BUY +78.47% 21.0K $617000 -26.2%
MDT|Medtronic PLC
BUY +6.35% 7.2K $584000 -0.3%
NOW|Servicenow Inc
BUY +39.60% 1.6K $606000 -69.3%
APD|Air Prods & Chems Inc
BUY +2.80% 2.5K $589000 +23.5%
KMX|Carmax Inc
BUY +40.93% 8.9K $589000 -31.6%
MMM|3M Co
BUY +30.01% 4.6K $508000 +64.7%
BLK|Blackrock Inc
BUY +8.67% 902 $496000 +77.4%
GOOG|Alphabet Inc
BUY +1.07% 2.2K $208000 +199.5%
IWR|Ishares Tr
BUY +3.27% 2.7K $167000 +64.7%
2022-Q2
KEL|Kellogg Co
BUY +0.53% 156.2K $11M
KHC|Kraft Heinz Co
BUY +0.47% 272.5K $10M -37.0%
T|AT&T Inc
BUY +43.05% 499.6K $10M +28.2%
GSK|Gsk PLC
BUY +0.49% 236.8K $10M +13.7%
BMY|Bristol-myers Squibb Co
SELL EXIT +55.2%
AMZN|Amazon Com Inc
BUY +2.87% 62.4K $7M +120.0%
CVS|Cvs Health Corp
SELL -0.18% 97.3K $9M
MSFT|Microsoft Corp
BUY +13.23% 36.0K $9M +86.9%
EPD|Enterprise Prods Partners L
BUY +0.40% 379.1K $9M +47.7%
ASML|Asml Holding N V
BUY +9.33% 16.0K $8M +208.9%
SPG|Simon Ppty Group Inc
BUY +1.25% 74.7K $7M +85.9%
WFC|Wells Fargo Co
BUY +12.87% 224.5K $9M +90.7%
CMP|Compass Minerals Intl Inc
BUY +3.51% 157.9K $6M -41.8%
DD|Dupont De Nemours Inc
BUY +6.19% 135.8K $8M +109.8%
BUD|Anheuser Busch Inbev Sa/nv
BUY +1.62% 158.1K $9M +41.0%
PAA|Plains All Amern Pipeline L
BUY +0.52% 868.3K $9M +119.3%
BIIB|Biogen Inc
BUY +0.80% 43.0K $9M +7.9%
MRK|Merck & Co Inc
SELL -1.39% 98.1K $9M
BA|Boeing Co
BUY +5.29% 49.1K $7M +50.7%
INTC|Intel Corp
BUY +14.06% 202.5K $8M +111.2%
GOOGL|Alphabet Inc
BUY +0.40% 3.0K $7M -85.3%
TROW|Price T Rowe Group Inc
BUY +0.65% 55.4K $6M -10.3%
META|Meta Platforms Inc
BUY +14.40% 39.3K $6M +194.0%
CAG|Conagra Brands Inc
BUY +0.59% 223.0K $8M -53.0%
WEP|Magellan Midstream Prtnrs LP
SELL EXIT
ADBE|Adobe Systems Incorporated
BUY +0.77% 16.3K $6M -29.0%
JWNUSD|Nordstrom Inc
BUY +0.39% 270.4K $6M
RTX|Raytheon Technologies Corp
BUY +0.57% 74.0K $7M +122.5%
CRM|Salesforce Inc
BUY +24.92% 42.2K $7M +44.4%
BDX|Becton Dickinson & Co
BUY +0.60% 27.0K $7M -25.6%
VZ|Verizon Communications Inc
BUY +0.63% 139.9K $7M -2.7%
EMR|Emerson Elec Co
BUY +0.70% 72.5K $6M +77.9%
WU|Western Un Co
BUY +0.55% 365.7K $6M -58.7%
WBD|Warner Bros Discovery Inc
BUY NEW 500.8K $7M +60.6%
ZBH|Zimmer Biomet Holdings Inc
BUY +11.87% 58.5K $6M -17.0%
LRCX|Lam Research Corp
BUY NEW 15.7K $7M -33.1%
BK|Bank New York Mellon Corp
BUY +25.99% 153.0K $6M +211.0%
DISCAUSD|Discovery Inc
SELL EXIT
EFX|Equifax Inc
BUY +3.22% 13.3K $2M -5.0%
EFA|Ishares Tr
BUY +4.38% 22.0K $1M +57.0%
MDT|Medtronic PLC
BUY +6.58% 6.8K $611000 -12.7%
CB1A|Constellation Brands Inc
BUY +3.88% 2.7K $625000
APD|Air Prods & Chems Inc
BUY +7.60% 2.5K $592000 +25.9%
BLK|Blackrock Inc
BUY +8.78% 830 $505000 +81.6%
KMX|Carmax Inc
BUY NEW 6.3K $572000 -32.6%
NOW|Servicenow Inc
BUY +14.56% 1.1K $546000 -70.9%
GE|General Electric Co
BUY +17.24% 6.8K $432000 +614.4%
CMCSA|Comcast Corp
BUY +9.07% 11.8K $462000 -33.4%
MMM|3M Co
BUY +7.80% 3.5K $458000 +45.5%
GOOG|Alphabet Inc
BUY +9.18% 107 $234000 -85.4%
IWR|Ishares Tr
BUY +1.25% 2.6K $168000 +57.4%
2022-Q1
SPG|Simon Ppty Group Inc
BUY +0.89% 73.7K $10M +51.5%
CVS|Cvs Health Corp
SELL -10.65% 97.5K $10M
WFC|Wells Fargo Co
SELL -12.97% 198.9K $10M
KHC|Kraft Heinz Co
BUY +1.31% 271.2K $11M -33.1%
MSFT|Microsoft Corp
BUY +1.82% 31.8K $10M +68.1%
GSK|Glaxosmithkline PLC
BUY +1.11% 235.7K $10M +15.9%
DD|Dupont De Nemours Inc
BUY +1.15% 127.9K $9M +79.9%
KEL|Kellogg Co
BUY +1.83% 155.4K $10M
AMZN|Amazon Com Inc
BUY +1.68% 3.0K $10M -91.7%
BMY|Bristol-myers Squibb Co
BUY +1.34% 135.7K $10M -0.3%
EPD|Enterprise Prods Partners L
SELL -9.62% 377.6K $10M
ASML|Asml Holding N V
BUY NEW 14.6K $10M +161.4%
CMP|Compass Minerals Intl Inc
BUY +9.18% 152.6K $10M -52.6%
XOM|Exxon Mobil Corp
SELL EXIT +63.8%
BUD|Anheuser Busch Inbev Sa/nv
BUY +7.13% 155.6K $9M +27.4%
PAA|Plains All Amern Pipeline L
SELL -0.02% 863.8K $9M +7.4%
BIIB|Biogen Inc
BUY +56.96% 42.7K $9M +3.2%
BA|Boeing Co
BUY +5.34% 46.6K $9M +2.8%
INTC|Intel Corp
BUY +6.95% 177.5K $9M +90.3%
GOOGL|Alphabet Inc
BUY +0.80% 3.0K $8M -87.4%
BK|Bank New York Mellon Corp
SELL -15.26% 121.4K $6M +39.8%
TROW|Price T Rowe Group Inc
BUY NEW 55.0K $8M -24.5%
T|AT&T Inc
BUY +9.92% 349.3K $8M +40.3%
MRK|Merck & Co Inc
BUY +0.81% 99.5K $8M +89.7%
RTX|Raytheon Technologies Corp
SELL -22.10% 73.6K $7M +35.6%
META|Meta Platforms Inc
BUY +61.90% 34.4K $8M +157.5%
CAG|Conagra Brands Inc
BUY +79.26% 221.7K $7M -53.7%
WEP|Magellan Midstream Prtnrs LP
BUY +0.90% 150.5K $7M
ADBE|Adobe Systems Incorporated
BUY NEW 16.2K $7M -39.0%
JWNUSD|Nordstrom Inc
BUY +1.15% 269.4K $7M
CRM|Salesforce Com Inc
BUY NEW 33.8K $7M +17.6%
VZ|Verizon Communications Inc
BUY +1.03% 139.1K $7M -7.2%
BDX|Becton Dickinson & Co
BUY +0.89% 26.8K $7M -27.0%
EMR|Emerson Elec Co
BUY +0.88% 72.0K $7M +66.5%
GD|General Dynamics Corp
SELL EXIT +40.0%
WU|Western Un Co
BUY +0.09% 363.7K $7M -60.8%
ZBH|Zimmer Biomet Holdings Inc
BUY +1.58% 52.3K $7M -17.0%
DISCAUSD|Discovery Inc
BUY +0.86% 248.5K $6M
EFX|Equifax Inc
BUY NEW 12.9K $3M -18.6%
LMT|Lockheed Martin Corp
SELL EXIT +13.0%
EFA|Ishares Tr
BUY +15.35% 21.1K $2M +43.7%
SPY|SPDR S&P 500 ETF Tr
SELL EXIT -2.6%
MDT|Medtronic PLC
BUY +13.54% 6.4K $708000 -14.4%
CB1A|Constellation Brands Inc
BUY +12.27% 2.6K $594000
APD|Air Prods & Chems Inc
BUY +17.81% 2.3K $572000 +23.0%
BLK|Blackrock Inc
BUY NEW 763 $583000 +50.2%
NOW|Servicenow Inc
BUY +16.22% 1.0K $558000 -75.7%
KO|Coca Cola Co
SELL EXIT +11.7%
GE|General Electric Co
BUY +17.30% 5.8K $530000 +475.9%
CMCSA|Comcast Corp
BUY +19.22% 10.8K $506000 -41.0%
MMM|3M Co
BUY +26.06% 3.3K $489000 +35.9%
GOOG|Alphabet Inc
BUY +3.16% 98 $274000 -87.6%
IWR|Ishares Tr
BUY +0.12% 2.6K $201000 +47.5%
IWD|Ishares Tr
SELL EXIT +0.1%
IWF|Ishares Tr
SELL EXIT -9.1%
EEM|Ishares Tr
SELL EXIT -4.5%
IWS|Ishares Tr
SELL EXIT -2.0%
IWP|Ishares Tr
SELL EXIT -14.7%
IWN|Ishares Tr
SELL EXIT -4.5%
2021-Q4
SPG|Simon Ppty Group Inc
SELL -7.37% 73.1K $12M
CVS|Cvs Health Corp
SELL -3.32% 109.1K $11M
WFC|Wells Fargo Co
SELL -3.77% 228.5K $11M
MSFT|Microsoft Corp
SELL -7.74% 31.3K $11M
GSK|Glaxosmithkline PLC
SELL -3.59% 233.1K $10M +16.3%
DD|Dupont De Nemours Inc
SELL -3.44% 126.4K $10M
BA|Boeing Co
SELL -4.33% 44.2K $9M +21.8%
KHC|Kraft Heinz Co
SELL -3.02% 267.7K $10M
AMZN|Amazon Com Inc
SELL -3.31% 3.0K $10M +7.3%
KEL|Kellogg Co
SELL -3.06% 152.6K $10M
XOM|Exxon Mobil Corp
SELL -4.88% 155.6K $10M +30.0%
CMP|Compass Minerals Intl Inc
SELL -5.06% 139.8K $7M
EPD|Enterprise Prods Partners L
SELL -3.65% 417.8K $9M
INTC|Intel Corp
SELL -2.73% 166.0K $9M
PAA|Plains All Amern Pipeline L
SELL -3.22% 864.0K $8M +2.3%
BUD|Anheuser Busch Inbev Sa/nv
SELL -5.90% 145.2K $9M
T|AT&T Inc
SELL -1.80% 317.8K $8M
GOOGL|Alphabet Inc
SELL -0.33% 3.0K $9M +41.5%
BMY|Bristol-myers Squibb Co
SELL -3.15% 133.9K $8M +19.3%
BK|Bank New York Mellon Corp
SELL -0.64% 143.3K $8M +38.6%
RTX|Raytheon Technologies Corp
SELL -0.57% 94.4K $8M +26.2%
BIIB|Biogen Inc
SELL -3.88% 27.2K $7M
PFE|Pfizer Inc
SELL EXIT +62.8%
MRK|Merck & Co Inc
SELL -1.04% 98.7K $8M
VZ|Verizon Communications Inc
SELL -0.49% 137.6K $7M
META|Meta Platforms Inc
SELL -0.59% 21.2K $7M
JWNUSD|Nordstrom Inc
SELL -0.56% 266.3K $6M
GD|General Dynamics Corp
SELL -0.72% 33.7K $7M +31.8%
WEP|Magellan Midstream Prtnrs LP
SELL -0.66% 149.1K $7M
EMR|Emerson Elec Co
SELL -0.65% 71.4K $7M
BDX|Becton Dickinson & Co
SELL -0.68% 26.6K $7M -2.8%
ZBH|Zimmer Biomet Holdings Inc
BUY NEW 51.5K $7M -22.2%
WU|Western Un Co
BUY NEW 363.3K $6M -60.4%
DISCAUSD|Discovery Inc
SELL -0.23% 246.4K $6M
CAG|Conagra Brands Inc
BUY +648.01% 123.7K $4M -51.1%
LMT|Lockheed Martin Corp
SELL -10.65% 6.9K $2M -0.8%
EFA|Ishares Tr
BUY +9.06% 18.3K $1M +36.3%
SPY|SPDR S&P 500 ETF Tr
BUY +217.91% 2.6K $1M +66.5%
MDT|Medtronic PLC
SELL -3.65% 5.6K $582000 +21.2%
CRM|Salesforce Com Inc
SELL -15.85% 1.9K $495000 +18.0%
APD|Air Prods & Chems Inc
BUY NEW 1.9K $591000 +3.2%
MAR|Marriott Intl Inc
SELL EXIT +20.3%
NOW|Servicenow Inc
SELL -8.19% 863 $560000 +20.6%
GE|General Electric Co
SELL -12.96% 4.9K $466000 -0.6%
CB1A|Constellation Brands Inc
SELL -8.37% 2.3K $577000
KO|Coca Cola Co
SELL -10.58% 9.1K $539000 +1.8%
CMCSA|Comcast Corp
SELL -5.74% 9.1K $456000 -3.6%
MMM|3M Co
SELL -7.10% 2.6K $462000 -4.0%
GOOG|Alphabet Inc
SELL -10.38% 95 $275000 +67.8%
IWR|Ishares Tr
SELL -0.08% 2.6K $213000
IJR|Ishares Tr
SELL EXIT +1.7%
AGG|Ishares Tr
SELL EXIT -0.1%
IWD|Ishares Tr
BUY NEW 154 $26000 +56.5%
IWF|Ishares Tr
BUY NEW 53 $16000 -58.6%
EEM|Ishares Tr
BUY NEW 250 $12000 +33.9%
IWS|Ishares Tr
BUY NEW 44 $5000 +44.6%
IWP|Ishares Tr
BUY NEW 33 $4000 +26.3%
IWN|Ishares Tr
BUY NEW 17 $3000 +35.5%
2021-Q3
WFC|Wells Fargo Co
BUY +3.15% 237.5K $11M +85.0%
AMZN|Amazon Com Inc
BUY +3.25% 3.1K $10M -92.6%
SPG|Simon Ppty Group Inc
BUY +4.09% 78.9K $10M +64.8%
BA|Boeing Co
BUY +37.06% 46.2K $10M -5.3%
KHC|Kraft Heinz Co
BUY +20.20% 276.1K $10M -32.4%
KEL|Kellogg Co
BUY +13.97% 157.4K $10M
XOM|Exxon Mobil Corp
BUY +3.63% 163.6K $10M +174.3%
PAA|Plains All Amern Pipeline L
BUY +3.67% 892.7K $9M +143.9%
CVS|Cvs Health Corp
BUY +3.59% 112.8K $10M +10.9%
MSFT|Microsoft Corp
BUY +3.41% 33.9K $10M +74.3%
CMP|Compass Minerals Intl Inc
BUY +15.35% 147.2K $9M -60.6%
BIIB|Biogen Inc
BUY +3.85% 28.3K $8M -34.0%
EPD|Enterprise Prods Partners L
BUY +32.81% 433.6K $9M +73.9%
GSK|Glaxosmithkline PLC
BUY +3.51% 241.8K $9M +24.9%
BUD|Anheuser Busch Inbev Sa/nv
BUY +20.08% 154.3K $9M +28.9%
INTC|Intel Corp
BUY +33.88% 170.6K $9M +70.8%
T|AT&T Inc
BUY +4.03% 323.6K $9M +20.9%
DD|Dupont De Nemours Inc
BUY +27.75% 130.9K $9M +86.9%
BMY|Bristol-myers Squibb Co
BUY +17.14% 138.3K $8M -0.3%
RTX|Raytheon Technologies Corp
BUY +29.51% 95.0K $8M +147.4%
GOOGL|Alphabet Inc
BUY +3.79% 3.0K $8M -87.5%
PFE|Pfizer Inc
BUY +4.39% 176.5K $8M -37.0%
MRK|Merck & Co Inc
BUY +4.37% 99.7K $7M +95.5%
BK|Bank New York Mellon Corp
BUY +27.75% 144.2K $7M +164.8%
VZ|Verizon Communications Inc
BUY +27.72% 138.3K $7M -10.8%
META|Facebook Inc
BUY +4.13% 21.4K $7M +58.9%
DISCAUSD|Discovery Inc
BUY +4.93% 246.9K $6M
JWNUSD|Nordstrom Inc
BUY NEW 267.8K $7M
WEP|Magellan Midstream Prtnrs LP
BUY +27.92% 150.1K $7M
EMR|Emerson Elec Co
BUY +119.89% 71.8K $7M +58.8%
GD|General Dynamics Corp
BUY +5.04% 34.0K $7M +93.1%
BDX|Becton Dickinson & Co
BUY +5.10% 26.7K $7M -23.0%
CSCO|Cisco Sys Inc
SELL EXIT +29.7%
LLY|Laboratory Corp Amer Hldgs
SELL EXIT
LMT|Lockheed Martin Corp
BUY +13.74% 7.7K $3M +56.7%
EFA|Ishares Tr
BUY +5.24% 16.7K $1M +34.7%
MDT|Medtronic PLC
BUY +73.87% 5.8K $731000 -30.2%
CRM|Salesforce Com Inc
BUY +113.46% 2.3K $629000 +0.6%
MAR|Marriott Intl Inc
BUY +137.50% 4.0K $591000 +154.3%
GE|General Electric Co
BUY NEW 5.7K $584000 +432.3%
NOW|Servicenow Inc
BUY +85.77% 940 $584000 -76.5%
CAG|Conagra Brands Inc
BUY NEW 16.5K $561000 -52.2%
ZBH|Zimmer Biomet Holdings Inc
BUY NEW 3.8K $556000 -31.7%
CMCSA|Comcast Corp
BUY +132.15% 9.6K $537000 -51.7%
KO|Coca Cola Co
BUY +122.29% 10.2K $534000 +58.5%
CB1A|Constellation Brands Inc
BUY +139.77% 2.5K $529000
WU|Western Un Co
BUY NEW 26.1K $528000 -67.6%
MMM|3M Co
BUY +127.91% 2.8K $491000 +8.3%
SPY|SPDR S&P 500 ETF Tr
BUY NEW 815 $350000 +74.7%
GOOG|Alphabet Inc
SELL -7.83% 106 $283000 +58.6%
GE|General Electric Co
SELL EXIT
2021-Q2
WFC|Wells Fargo Co
SELL -0.15% 230.3K $10M
AMZN|Amazon Com Inc
BUY +20.97% 3.0K $10M -92.3%
XOM|Exxon Mobil Corp
BUY +0.56% 157.9K $10M +163.1%
SPG|Simon Ppty Group Inc
BUY +10.72% 75.8K $10M +74.7%
PAA|Plains All Amern Pipeline L
BUY +0.63% 861.1K $10M +135.7%
BIIB|Biogen Inc
SELL -0.18% 27.2K $9M
KHC|Kraft Heinz Co
BUY +7.15% 229.7K $9M -40.1%
GSK|Glaxosmithkline PLC
BUY +0.65% 233.6K $9M +30.5%
BUD|Anheuser Busch Inbev Sa/nv
BUY +0.56% 128.5K $9M +5.7%
CVS|Cvs Health Corp
BUY +0.66% 108.9K $9M +10.7%
T|AT&T Inc
BUY +25.15% 311.0K $9M +13.2%
KEL|Kellogg Co
BUY +1.89% 138.1K $9M
MSFT|Microsoft Corp
BUY +2.78% 32.8K $9M +99.7%
BA|Boeing Co
BUY +0.61% 33.7K $8M -13.4%
DD|Dupont De Nemours Inc
BUY +0.57% 102.5K $8M +75.9%
BMY|Bristol-myers Squibb Co
BUY +0.81% 118.1K $8M +2.3%
EPD|Enterprise Prods Partners L
BUY +0.81% 326.5K $8M +65.4%
INTC|Intel Corp
BUY +6.18% 127.5K $7M +60.9%
CMP|Compass Minerals Intl Inc
BUY +21.56% 127.6K $8M -61.3%
MRK|Merck & Co Inc
BUY +40.57% 95.6K $7M +101.7%
DISCAUSD|Discovery Inc
BUY NEW 235.3K $7M
META|Facebook Inc
SELL -0.03% 20.5K $7M
GOOGL|Alphabet Inc
SELL -3.33% 2.9K $7M +15.1%
PFE|Pfizer Inc
BUY +0.27% 169.1K $7M -28.3%
VZ|Verizon Communications Inc
BUY +0.11% 108.3K $6M -13.7%
BDX|Becton Dickinson & Co
BUY +0.03% 25.4K $6M -20.7%
GD|General Dynamics Corp
SELL -0.04% 32.3K $6M +25.5%
CSCO|Cisco Sys Inc
BUY +0.35% 114.0K $6M +112.4%
BK|Bank New York Mellon Corp
SELL -0.05% 112.9K $6M +29.4%
LLY|Laboratory Corp Amer Hldgs
SELL -0.23% 19.0K $5M
EMR|Emerson Elec Co
SELL -0.08% 32.7K $3M
LMT|Lockheed Martin Corp
BUY +2.19% 6.8K $3M +46.5%
EFA|Ishares Tr
BUY +5.56% 15.9K $1M +36.0%
MDT|Medtronic PLC
BUY +0.66% 3.4K $417000 -28.2%
GOOG|Alphabet Inc
SELL -1.71% 115 $288000 +36.8%
NOW|Servicenow Inc
BUY NEW 506 $278000 -72.6%
CRM|Salesforce Com Inc
BUY NEW 1.1K $265000 +9.1%
KO|Coca Cola Co
BUY +5.77% 4.6K $248000 +63.7%
GE|General Electric Co
BUY +1.66% 18.4K $247000 +2463.4%
CB1A|Constellation Brands Inc
BUY +2.05% 1.0K $245000
CMCSA|Comcast Corp
SELL -0.17% 4.1K $236000 +14.9%
IWR|Ishares Tr
SELL -0.46% 2.6K $204000
IJR|Ishares Tr
BUY NEW 424 $48000 +31.8%
AGG|Ishares Tr
BUY NEW 281 $32000 -14.7%
2021-Q1
JWNUSD|Nordstrom Inc
SELL EXIT
WFC|Wells Fargo Co
BUY +4.92% 230.6K $9M +139.5%
XOM|Exxon Mobil Corp
BUY +7.87% 157.0K $9M +200.4%
KEL|Kellogg Co
BUY +56.62% 135.5K $9M
KHC|Kraft Heinz Co
BUY +12.25% 214.4K $9M -30.1%
BA|Boeing Co
BUY +10.74% 33.5K $9M -1.2%
GSK|Glaxosmithkline PLC
BUY NEW 232.1K $8M +39.5%
CVS|Cvs Health Corp
BUY +14.80% 108.2K $8M +27.1%
BUD|Anheuser Busch Inbev Sa/nv
BUY +41.21% 127.8K $8M +23.0%
DD|Dupont De Nemours Inc
BUY +3.75% 101.9K $8M +81.0%
SPG|Simon Ppty Group Inc
BUY +2.00% 68.5K $8M +96.7%
PAA|Plains All Amern Pipeline L
BUY +6.86% 855.7K $8M +163.4%
INTC|Intel Corp
BUY +0.05% 120.0K $8M +52.1%
AMZN|Amazon Com Inc
BUY NEW 2.5K $8M -91.9%
BIIB|Biogen Inc
BUY +36.93% 27.3K $8M -17.9%
T|AT&T Inc
BUY +31.36% 248.5K $8M +15.5%
MSFT|Microsoft Corp
BUY +5.90% 31.9K $8M +116.3%
BMY|Bristol-myers Squibb Co
BUY +39.43% 117.1K $7M +8.1%
EPD|Enterprise Prods Partners L
BUY +2.29% 323.9K $7M +77.3%
CMP|Compass Minerals Intl Inc
BUY +10.27% 105.0K $7M -58.9%
VZ|Verizon Communications Inc
BUY +55.76% 108.2K $6M -12.5%
GOOGL|Alphabet Inc
BUY NEW 3.0K $6M -83.2%
BDX|Becton Dickinson & Co
BUY +90.64% 25.4K $6M -23.2%
PFE|Pfizer Inc
BUY +55.49% 168.7K $6M -21.0%
META|Facebook Inc
BUY +64.86% 20.5K $6M +113.2%
GE|General Electric Co
SELL -96.68% 18.1K $237000
CSCO|Cisco Sys Inc
BUY +16.24% 113.6K $6M +144.8%
GD|General Dynamics Corp
BUY +20.34% 32.4K $6M +132.5%
RTX|Raytheon Technologies Corp
BUY +9.13% 73.3K $6M +191.4%
GS|Goldman Sachs Group Inc
SELL EXIT
BAC|Bk Of America Corp
SELL EXIT
BK|Bank New York Mellon Corp
BUY +7.47% 112.9K $5M +211.4%
MRK|Merck & Co. Inc
BUY +15.45% 68.0K $5M +104.8%
WEP|Magellan Midstream Prtnrs LP
BUY NEW 117.3K $5M
LLY|Laboratory Corp Amer Hldgs
SELL -0.22% 19.0K $5M
JPM|Jpmorgan Chase & Co
SELL EXIT +47.7%
EMR|Emerson Elec Co
SELL -0.40% 32.7K $3M
LMT|Lockheed Martin Corp
BUY NEW 6.6K $2M +66.0%
SPY|SPDR S&P 500 ETF Tr
SELL EXIT +8.6%
EFA|Ishares Tr
BUY +3.19% 15.1K $1M +43.3%
MDT|Medtronic PLC
SELL -0.33% 3.3K $394000 +21.1%
MAR|Marriott Intl Inc
SELL -11.30% 1.7K $249000 +9.7%
GOOG|Alphabet Inc
SELL -1.68% 117 $242000 +17.5%
MMM|3M Co
BUY +0.08% 1.2K $237000 +20.6%
CB1A|Constellation Brands Inc
SELL -4.12% 1.0K $234000
KO|Coca Cola Co
BUY +16.77% 4.3K $228000 +77.5%
SCHW|Schwab Charles Corp
SELL EXIT +31.9%
CMCSA|Comcast Corp
SELL -1.94% 4.1K $224000 +7.6%
IWR|Ishares Tr
BUY +4.16% 2.6K $191000 +56.8%
2020-Q4
JWNUSD|Nordstrom Inc
SELL -1.34% 348.9K $11M
DD|Dupont De Nemours Inc
BUY +0.02% 98.2K $7M +124.7%
MSFT|Microsoft Corp
SELL -0.27% 30.1K $7M
WFC|Wells Fargo Co
BUY +4.37% 219.8K $7M +239.1%
KHC|Kraft Heinz Co
BUY +18.30% 191.0K $7M -21.8%
PAA|Plains All Amern Pipeline L
BUY +13.60% 800.8K $7M +212.0%
BA|Boeing Co
BUY +0.29% 30.3K $6M +11.2%
CVS|Cvs Health Corp
BUY +16.24% 94.3K $6M +38.4%
BUD|Anheuser Busch Inbev Sa/nv
SELL -0.51% 90.5K $6M
EPD|Enterprise Prods Partners L
BUY +15.15% 316.6K $6M +111.0%
XOM|Exxon Mobil Corp
BUY +11.16% 145.5K $6M +323.6%
INTC|Intel Corp
BUY +6.31% 120.0K $6M +90.5%
GE|General Electric Co
SELL -0.68% 544.4K $6M
CMP|Compass Minerals Intl Inc
SELL -0.13% 95.2K $6M
SPG|Simon Ppty Group Inc
SELL -6.06% 67.1K $6M
GS|Goldman Sachs Group Inc
BUY +2.05% 21.4K $6M +375.1%
BIIB|Biogen Inc
BUY +1.49% 19.9K $5M -10.9%
T|AT&T Inc
BUY +13.57% 189.2K $5M +17.6%
KEL|Kellogg Co
BUY +13.94% 86.5K $5M
BAC|Bk Of America Corp
BUY +0.22% 176.9K $5M +126.6%
BMY|Bristol-myers Squibb Co
BUY +0.38% 84.0K $5M +9.0%
JPM|Jpmorgan Chase & Co
BUY +20.95% 38.1K $5M +207.3%
MRK|Merck & Co. Inc
BUY +53.07% 58.9K $5M +95.0%
RTX|Raytheon Technologies Corp
BUY +24.84% 67.2K $5M +212.4%
BK|Bank New York Mellon Corp
BUY NEW 105.1K $4M +255.3%
CSCO|Cisco Sys Inc
BUY +0.55% 97.7K $4M +173.7%
VZ|Verizon Communications Inc
BUY +22.70% 69.5K $4M -17.0%
GD|General Dynamics Corp
BUY +11.48% 26.9K $4M +156.5%
PFE|Pfizer Inc
BUY +21.01% 108.5K $4M -22.9%
LLY|Laboratory Corp Amer Hldgs
BUY +0.46% 19.0K $4M +708.0%
NKE|Nike Inc
SELL EXIT +42.4%
META|Facebook Inc
BUY +0.56% 12.4K $3M +107.3%
BDX|Becton Dickinson & Co
BUY +1.14% 13.3K $3M -19.1%
EMR|Emerson Elec Co
BUY +0.60% 32.8K $3M +108.0%
SPY|SPDR S&P 500 ETF Tr
BUY NEW 4.7K $2M +116.4%
EFA|Ishares Tr
SELL -11.34% 14.6K $1M
MDT|Medtronic PLC
BUY +7.38% 3.3K $392000 -18.9%
MAR|Marriott Intl Inc
BUY NEW 1.9K $250000 +196.7%
CB1A|Constellation Brands Inc
BUY NEW 1.1K $234000
SCHW|Schwab Charles Corp
BUY NEW 4.2K $225000 +132.8%
CMCSA|Comcast Corp
BUY NEW 4.2K $222000 -42.5%
MMM|3M Co
BUY NEW 1.2K $215000 +25.3%
LMT|Lockheed Martin Corp
BUY NEW 599 $213000 +54.1%
GOOG|Alphabet Inc
BUY NEW 119 $208000 -80.6%
GSK|Glaxosmithkline PLC
BUY NEW 5.6K $207000 +35.8%
KO|Coca Cola Co
BUY NEW 3.7K $203000 +69.3%
IWR|Ishares Tr
SELL -5.89% 2.5K $170000
2020-Q3
AMZN|Amazon Com Inc
SELL EXIT
MSFT|Microsoft Corp
SELL -3.11% 30.2K $6M
INTC|Intel Corp
BUY +111.24% 112.9K $6M +85.2%
CMP|Compass Minerals Intl Inc
SELL -0.37% 95.3K $6M
BIIB|Biogen Inc
BUY +20.87% 19.6K $6M -20.5%
DD|Dupont De Nemours Inc
SELL -0.52% 98.2K $5M
KHC|Kraft Heinz Co
SELL -0.50% 161.4K $5M
BMY|Bristol-myers Squibb Co
SELL -0.42% 83.7K $5M +21.5%
KEL|Kellogg Co
SELL -0.31% 76.0K $5M
T|AT&T Inc
BUY +0.50% 166.6K $5M +13.1%
BA|Boeing Co
BUY +30.62% 30.2K $5M +22.1%
WFC|Wells Fargo Co
SELL -1.30% 210.6K $5M
EPD|Enterprise Prods Partners L
BUY +1.04% 275.0K $4M +121.6%
BUD|Anheuser Busch Inbev Sa/nv
BUY +1.78% 91.0K $5M +42.2%
SRCLEUR|Stericycle Inc
SELL EXIT
SPG|Simon Ppty Group Inc
BUY +0.78% 71.4K $5M +228.2%
CVS|Cvs Health Corp
BUY +14.32% 81.1K $5M +46.6%
XOM|Exxon Mobil Corp
BUY +63.98% 130.9K $4M +270.5%
BAC|Bk Of America Corp
BUY +1.29% 176.5K $4M +143.7%
JWNUSD|Nordstrom Inc
BUY +123.87% 353.7K $4M
PAA|Plains All Amern Pipeline L
BUY +74.66% 704.9K $4M +212.4%
GS|Goldman Sachs Group Inc
BUY +0.08% 21.0K $4M +412.7%
CSCO|Cisco Sys Inc
BUY NEW 97.2K $4M +163.9%
NKE|Nike Inc
SELL -5.77% 29.1K $4M +16.5%
LLY|Laboratory Corp Amer Hldgs
SELL -0.11% 19.0K $4M
GE|General Electric Co
SELL -1.81% 548.1K $3M
VZ|Verizon Communications Inc
BUY +2.17% 56.6K $3M -15.9%
GD|General Dynamics Corp
BUY NEW 24.1K $3M +156.0%
PFE|Pfizer Inc
SELL -0.12% 89.6K $3M +14.8%
META|Facebook Inc
SELL -0.63% 12.4K $3M
MRK|Merck & Co. Inc
SELL -0.13% 38.5K $3M
BDX|Becton Dickinson & Co
SELL -0.04% 13.2K $3M +0.9%
RTX|Raytheon Technologies Corp
BUY +5.28% 53.8K $3M +247.6%
MCD|Mcdonalds Corp
SELL EXIT
EMR|Emerson Elec Co
SELL -0.25% 32.6K $2M
EFA|Ishares Tr
SELL -0.44% 16.5K $1M
MDT|Medtronic PLC
SELL -1.46% 3.1K $324000 +3.4%
SPY|SPDR S&P 500 ETF Tr
SELL EXIT +13.6%
IWR|Ishares Tr
BUY +3.38% 2.6K $151000 +98.0%
2020-Q2
AMZN|Amazon Com Inc
SELL -1.37% 2.7K $7M
MSFT|Microsoft Corp
SELL -0.60% 31.2K $6M
DD|Dupont De Nemours Inc
BUY +14.69% 98.7K $5M +192.8%
BIIB|Biogen Inc
SELL -0.82% 16.2K $4M
KHC|Kraft Heinz Co
SELL -0.68% 162.2K $5M
KEL|Kellogg Co
BUY +0.68% 76.2K $5M
T|AT&T Inc
BUY +18.40% 165.8K $5M +11.9%
EPD|Enterprise Prods Partners L
BUY +24.83% 272.1K $5M +120.7%
BMY|Bristol-myers Squibb Co
SELL -1.06% 84.0K $5M +22.7%
SRCLEUR|Stericycle Inc
BUY +0.01% 86.8K $5M
SPG|Simon Ppty Group Inc
BUY +47.55% 70.9K $5M +249.9%
CMP|Compass Minerals Intl Inc
BUY +15.12% 95.7K $5M -44.3%
CVS|Cvs Health Corp
BUY +0.03% 70.9K $5M +46.8%
BUD|Anheuser Busch Inbev Sa/nv
BUY +0.20% 89.4K $4M +69.6%
BA|Boeing Co
BUY NEW 23.1K $4M +45.6%
GS|Goldman Sachs Group Inc
BUY +0.11% 20.9K $4M +467.4%
BAC|Bk Of America Corp
BUY +33.21% 174.2K $4M +160.7%
WFC|Wells Fargo Co
BUY +45.00% 142.2K $4M +211.4%
XOM|Exxon Mobil Corp
BUY +4.42% 79.8K $4M +249.9%
PAA|Plains All Amern Pipeline L
BUY +97.11% 403.6K $4M +183.8%
INTC|Intel Corp
SELL -0.16% 53.4K $3M
BDX|Becton Dickinson & Co
BUY +0.23% 13.2K $3M -21.6%
LLY|Laboratory Corp Amer Hldgs
SELL -0.14% 19.0K $3M
RTX|Raytheon Technologies Corp
BUY NEW 51.1K $3M +236.3%
MCD|Mcdonalds Corp
SELL -0.04% 16.8K $3M
VZ|Verizon Communications Inc
BUY +0.05% 55.4K $3M -12.5%
NKE|Nike Inc
SELL -0.18% 30.9K $3M -0.7%
MRK|Merck & Co. Inc
SELL -0.01% 38.5K $3M
JPM|Jpmorgan Chase & Co
BUY NEW 31.5K $3M +275.0%
PFE|Pfizer Inc
BUY +0.01% 89.7K $3M -18.4%
RTN1USD|Raytheon Co
SELL EXIT
META|Facebook Inc
SELL -1.08% 12.5K $3M
GE|General Electric Co
BUY NEW 372.1K $3M +4962.5%
JWNUSD|Nordstrom Inc
BUY +6.89% 158.0K $2M
EMR|Emerson Elec Co
BUY +0.11% 32.7K $2M +180.7%
AMGN|Amgen Inc
SELL EXIT
EFA|Ishares Tr
SELL -1.51% 16.5K $1M
MDT|Medtronic PLC
BUY +3.17% 3.2K $290000 -7.1%
SPY|SPDR S&P 500 ETF Tr
BUY NEW 648 $200000 +163.7%
IWR|Ishares Tr
BUY +0.51% 2.5K $137000 +126.7%
2020-Q1
JWNUSD|Nordstrom Inc
BUY +3.56% 147.8K $2M
MSFT|Microsoft Corp
SELL -12.44% 31.3K $5M
BMY|Bristol-myers Squibb Co
SELL -1.97% 84.9K $5M +29.6%
BIIB|Biogen Inc
SELL -9.57% 16.4K $5M
T|AT&T Inc
BUY +3.13% 140.0K $4M -11.1%
CVS|Cvs Health Corp
SELL -0.40% 70.9K $4M
AMZN|Amazon Com Inc
SELL -2.03% 2.7K $5M
KEL|Kellogg Co
BUY +1.12% 75.7K $5M
KHC|Kraft Heinz Co
BUY +2.96% 163.3K $4M -8.4%
WFC|Wells Fargo Co
BUY +3.97% 98.1K $3M +80.3%
SRCLEUR|Stericycle Inc
BUY +10.93% 86.8K $4M
CMP|Compass Minerals Intl Inc
BUY +1.69% 83.1K $3M -55.2%
GS|Goldman Sachs Group Inc
BUY +0.26% 20.9K $3M +344.9%
SPG|Simon Ppty Group Inc
BUY +51.13% 48.0K $3M +55.0%
BUD|Anheuser Busch Inbev Sa/nv
BUY +55.19% 89.2K $4M +7.5%
XOM|Exxon Mobil Corp
BUY +15.54% 76.5K $3M +160.9%
BAC|Bk Of America Corp
BUY +0.42% 130.8K $3M +84.0%
EPD|Enterprise Prods Partners L
BUY +33.89% 218.0K $3M +51.6%
MCD|Mcdonalds Corp
SELL -0.54% 16.8K $3M
VZ|Verizon Communications Inc
BUY +2.12% 55.4K $3M -15.1%
PFE|Pfizer Inc
BUY +7.21% 89.7K $3M -19.1%
INTC|Intel Corp
SELL -1.27% 53.5K $3M
MRK|Merck & Co. Inc
BUY +8.64% 38.5K $3M +89.6%
NKE|Nike Inc
SELL -1.16% 30.9K $3M +9.3%
IBM|International Business Machs
SELL EXIT
GIS|General Mls Inc
SELL EXIT
BDX|Becton Dickinson & Co
BUY NEW 13.2K $3M -23.9%
DD|Dupont De Nemours Inc
BUY +84.56% 86.1K $3M +531.3%
MDT|Medtronic PLC
SELL -88.38% 3.1K $276000 +17.0%
RTN1USD|Raytheon Co
BUY NEW 21.9K $3M
LLY|Laboratory Corp Amer Hldgs
BUY +17.63% 19.0K $2M +742.6%
META|Facebook Inc
SELL -1.44% 12.6K $2M
EMR|Emerson Elec Co
BUY +0.22% 32.7K $2M +118.8%
AMGN|Amgen Inc
SELL -2.88% 8.9K $2M
GE|General Electric Co
SELL -89.52% 18.1K $144000
LRCX|Lam Research Corp
SELL EXIT
EFA|Ishares Tr
BUY +6.02% 16.8K $898000 +57.5%
PAA|Plains All Amern Pipeline L
BUY NEW 204.7K $1M +47.5%
SPY|SPDR S&P 500 ETF Tr
SELL EXIT -27.8%
CPB|Campbell Soup Co
SELL EXIT +22.1%
ADBE|Adobe Inc
SELL EXIT -26.9%
MCHP|Microchip Technology Inc
SELL EXIT
SCHW|The Charles Schwab Corporati
SELL EXIT -0.5%
CMCSA|Comcast Corp
SELL EXIT +1.8%
GOOG|Alphabet Inc
SELL EXIT
CAT|Caterpillar Inc
SELL EXIT
HON|Honeywell Intl Inc
SELL EXIT
BK|Bank New York Mellon Corp
SELL EXIT +6.2%
EBA|Ebay Inc
SELL EXIT
FDX|Fedex Corp
SELL EXIT
IVV|Ishares Tr
SELL EXIT -40.8%
JPM|Jpmorgan Chase & Co
SELL EXIT +36.9%

Closed Positions for Hillman Capital Management

Stock Click to search
Held Period Cost Basis Sale Proceeds Realized Gain Return CAGR
GE|Ge Aerospace
2021-Q3 → 2026-Q2 (4.7y) $687.3K $1.3M $+584.6K +85.0% +13.9%
IGOV|Ishares Tr
2026-Q1 → 2026-Q2 (0.2y) $234.7K $233.4K $-1.3K -0.6% -0.6%
BWX|SPDR Series Trust
2025-Q4 → 2026-Q2 (0.5y) $234.2K $228.9K $-5.3K -2.3% -4.5%
NUE|Nucor Corp
2024-Q3 → 2026-Q1 (1.5y) $6.4M $6.1M $-364.7K -5.7% -3.8%
MCHP|Microchip Technology Inc.
2024-Q4 → 2026-Q1 (1.2y) $4.4M $5.0M $+549.0K +12.4% +9.8%
XOM|Exxon Mobil Corp
2024-Q4 → 2026-Q1 (1.2y) $370.8K $469.2K $+98.4K +26.6% +20.8%
AMD|Advanced Micro Devices Inc
2025-Q1 → 2025-Q3 (0.5y) $3.6M $4.8M $+1.2M +33.2% +77.7%
WU|Western Un Co
2021-Q3 → 2025-Q2 (3.7y) $9.7M $6.2M $-3.5M -36.0% -11.2%
SPYM|SPDR Ser Tr
2024-Q4 → 2025-Q2 (0.5y) $585.5K $578.0K $-7.5K -1.3% -2.5%
AMZN|Amazon Com Inc
2021-Q1 → 2025-Q1 (4.0y) $12.4M $16.2M $+3.8M +30.6% +6.9%
UNH|Unitedhealth Group Inc
2022-Q4 → 2025-Q1 (2.2y) $600.8K $567.9K $-32.9K -5.5% -2.5%
HD|Home Depot Inc
2022-Q4 → 2025-Q1 (2.2y) $421.1K $491.2K $+70.0K +16.6% +7.1%
NOW|Servicenow Inc
2021-Q2 → 2024-Q4 (3.5y) $865.4K $1.1M $+211.0K +24.4% +6.5%
MDT|Medtronic PLC
2024-Q1 → 2024-Q4 (0.7y) $301.1K $307.9K $+6.8K +2.3% +3.0%
BK|Bank New York Mellon Corp
2020-Q4 → 2024-Q3 (3.7y) $8.3M $11.8M $+3.5M +42.9% +10.0%
BLK|Blackrock Inc
2022-Q1 → 2024-Q3 (2.5y) $683.6K $692.3K $+8.7K +1.3% +0.5%
TSM|Taiwan Semiconductor Mfg Ltd
2022-Q3 → 2024-Q2 (1.7y) $8.6M $14.2M $+5.7M +66.1% +33.8%
ASML|Asml Holding N V
2022-Q1 → 2024-Q1 (2.0y) $10.6M $13.7M $+3.1M +29.1% +13.7%
LRCX|Lam Research Corp
2022-Q2 → 2024-Q1 (1.7y) $7.5M $12.1M $+4.7M +62.4% +32.1%
SYK|Stryker Corporation
2023-Q1 → 2024-Q1 (1.0y) $211.5K $278.0K $+66.6K +31.5% +31.6%
ADBE|Adobe Inc
2022-Q1 → 2023-Q4 (1.7y) $8.0M $9.7M $+1.7M +21.3% +11.7%
MMM|3M Co
2020-Q4 → 2023-Q4 (3.0y) $809.3K $558.7K $-250.6K -31.0% -11.7%
RSP|Invesco Exchange Traded Fd T
2023-Q2 → 2023-Q3 (0.2y) $944.8K $980.3K $+35.5K +3.8% +3.8%
IYW|Ishares Tr
2023-Q2 → 2023-Q3 (0.2y) $214.3K $244.6K $+30.3K +14.1% +14.1%
PAA|Plains All Amern Pipeline L
2020-Q1 → 2022-Q3 (2.5y) $8.9M $10.1M $+1.1M +12.4% +4.8%
GSK|Gsk PLC
2020-Q4 → 2022-Q3 (1.7y) $8.9M $8.6M $-275.1K -3.1% -1.8%
GD|General Dynamics Corp
2020-Q3 → 2022-Q1 (1.5y) $5.2M $7.3M $+2.1M +39.9% +25.2%
LMT|Lockheed Martin Corp
2020-Q4 → 2022-Q1 (1.2y) $2.7M $3.0M $+306.8K +11.5% +9.2%
KO|Coca Cola Co
2020-Q4 → 2022-Q1 (1.2y) $554.7K $613.8K $+59.1K +10.7% +8.5%
IWD|Ishares Tr
2021-Q4 → 2022-Q1 (0.2y) $25.3K $25.4K $+23 +0.1% +0.1%
IWF|Ishares Tr
2021-Q4 → 2022-Q1 (0.2y) $15.8K $14.4K $-1.4K -9.1% -9.1%
EEM|Ishares Tr
2021-Q4 → 2022-Q1 (0.2y) $12.6K $12.1K $-572 -4.5% -4.5%
IWS|Ishares Tr
2021-Q4 → 2022-Q1 (0.2y) $5.3K $5.2K $-106 -2.0% -2.0%
IWP|Ishares Tr
2021-Q4 → 2022-Q1 (0.2y) $3.8K $3.3K $-563 -14.7% -14.7%
IWN|Ishares Tr
2021-Q4 → 2022-Q1 (0.2y) $2.8K $2.7K $-127 -4.5% -4.5%
MAR|Marriott Intl Inc
2020-Q4 → 2021-Q4 (1.0y) $547.4K $653.2K $+105.8K +19.3% +19.4%
IJR|Ishares Tr
2021-Q2 → 2021-Q4 (0.5y) $47.2K $48.0K $+782 +1.7% +3.4%
AGG|Ishares Tr
2021-Q2 → 2021-Q4 (0.5y) $32.2K $32.1K $-46 -0.1% -0.3%
CSCO|Cisco Sys Inc
2020-Q3 → 2021-Q3 (1.0y) $4.9M $6.4M $+1.5M +29.7% +29.8%
JPM|Jpmorgan Chase & Co
2020-Q2 → 2021-Q1 (0.7y) $3.7M $5.5M $+1.8M +47.7% +68.6%
SCHW|Schwab Charles Corp
2020-Q4 → 2021-Q1 (0.2y) $196.8K $259.6K $+62.9K +31.9% +31.9%
SPY|SPDR S&P 500 ETF Tr
2020-Q2 → 2020-Q3 (0.2y) $189.5K $215.4K $+25.9K +13.6% +13.6%