DateSecurityTypeAmountFiledOwner
2025-07-11ETNEaton Corporation, PLC Ordinary Shares (ETN) [ST] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Sell$1.0K – $15.0K2025-08-20self 2025-07-11CLColgate-Palmolive Company Common Stock (CL) [ST]Sell$1.0K – $15.0K2025-08-20self 2025-07-11KOCoca-Cola Company (KO) [ST]Sell$1.0K – $15.0K2025-08-20self 2025-07-11CCitigroup, Inc. Common Stock (C) [ST] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Sell$1.0K – $15.0K2025-08-20self 2025-07-11AVGOBroadcom Inc. - Common Stock (AVGO) [ST]Sell$1.0K – $15.0K2025-08-20self 2025-07-11OWLBlue Owl Capital Inc. Class A Common Stock (OWL) [ST]Sell$1.0K – $15.0K2025-08-20self 2025-07-11BXBlackstone Inc. Common Stock (BX) [ST] F S: New D: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Sell$1.0K – $15.0K2025-08-20self 2025-07-11BLKBlackRock, Inc. Common Stock (BLK) [ST]Sell$1.0K – $15.0K2025-08-20self 2025-07-11BACBank of America Corporation Common Stock (BAC) [ST] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Sell$1.0K – $15.0K2025-08-20self 2025-07-11ASMLASML Holding N.V. - New York Registry Shares (ASML) [ST]Sell$1.0K – $15.0K2025-08-20self 2025-07-11ARESAres Management Corporation Class A Common Stock (ARES) [ST]Sell$1.0K – $15.0K2025-08-20self 2025-07-11AAPLApple Inc. - Common Stock (AAPL) [ST] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Sell$1.0K – $15.0K2025-08-20self 2025-07-11APOApollo Global Management, Inc. (APO) [ST] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Sell$1.0K – $15.0K2025-08-20self 2025-07-11AMTAmerican Tower Corporation (AMT) [ST] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Sell$1.0K – $15.0K2025-08-20self 2025-07-11AMHAmerican Homes 4 Rent Common Shares of Beneficial Interest (AMH) [ST]Sell$1.0K – $15.0K2025-08-20self 2025-07-11GOOGLAlphabet Inc. - Class A Common Stock (GOOGL) [ST] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Sell$1.0K – $15.0K2025-08-20self 2025-07-11ABBVAbbVie Inc. Common Stock (ABBV) [ST]Sell$1.0K – $15.0K2025-08-20self 2025-06-06US Treasury Note 91282CMU26 [GS]Buy$1.0K – $15.0K2025-08-20self
2025-06-06US Treasury Note 91282CLP40 [GS] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Sell$1.0K – $15.0K2025-08-20self
2025-06-06US Treasury Note 91282CGC91 [GS] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2025-08-20self
2025-06-06MRVLMarvell Technology, Inc. - Common Stock (MRVL) [ST] F S: NewBuy$1.0K – $15.0K2025-08-20self 2025-04-09TRPTC Energy Corporation Common Stock (TRP) [ST] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2025-08-20self 2025-03-24US Treasury Note 91282CMP3 [GS] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2025-08-20self
2025-03-24US Treasury Note 91282CKY6 [GS] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Sell$1.0K – $15.0K2025-08-20self
2025-02-28HONHoneywell International Inc. (HON) [ST] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Sell$1.0K – $15.0K2025-08-20self 2025-02-18US Treasury Note 91282CLP4 [GS]Buy$1.0K – $15.0K2025-08-20self
2025-01-07MCK2000143044 McKesson Corporation Common Stock (MCK) [ST] F S: Amended C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2026-07-08self 2025-01-07MKCMcCormick & Company, Incorporated Common Stock (MKC) [ST]Buy$1.0K – $15.0K2025-08-20self 2025-01-07AVGOBroadcom Inc. - Common Stock (AVGO) [ST] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Sell$1.0K – $15.0K2025-08-20self 2024-12-09US Treasury Note 91282CGM7 [GS]Buy$1.0K – $15.0K2025-08-20self
2024-10-09US Treasury Note 91282CLP4 [GS] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2025-08-20self
2024-10-09ARESAres Management Corporation Class A Common Stock (ARES) [ST] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2025-08-20self 2024-09-26WMBWilliams Companies, Inc. (WMB) [ST]Buy$1.0K – $15.0K2025-08-20self 2024-09-26US Treasury Note 91282CKY6 [GS]Buy$1.0K – $15.0K2025-08-20self
2024-09-26US Treasury Note 91282CHA2 [GS] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2025-08-20self
2024-09-26US Treasury Note 91282CGM7 [GS] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2025-08-20self
2024-09-26US Treasury Note 91282CFY2 [GS] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2025-08-20self
2024-09-26US Treasury Note 91282CFK2 [GS]Buy$1.0K – $15.0K2025-08-20self
2024-09-26US Treasury Note 91282CFF3 [GS] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2025-08-20self
2024-09-26US Treasury Note 91282CAY7 [GS]Buy$1.0K – $15.0K2025-08-20self
2024-09-26US Treasury Note 91282CAE1 [GS] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2025-08-20self
2024-09-26US Treasury Note 912828P469 [GS] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2025-08-20self
2024-09-26US Treasury Note 912828P46 [GS]Buy$1.0K – $15.0K2025-08-20self
2024-09-26UNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]Buy$1.0K – $15.0K2025-08-20self 2024-09-26UNPUnion Pacific Corporation Common Stock (UNP) [ST]Buy$1.0K – $15.0K2025-08-20self 2024-09-26USBU.S. Bancorp Common Stock (USB) [ST] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2025-08-20self 2024-09-26TMUST-Mobile US, Inc. (TMUS) [ST] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2025-08-20self 2024-09-26TXNTexas Instruments Incorporated - Common Stock (TXN) [ST]Buy$1.0K – $15.0K2025-08-20self 2024-09-26SHWSherwin-Williams Company (SHW) [ST]Buy$1.0K – $15.0K2025-08-20self 2024-09-26CRMSalesforce, Inc. Common Stock (CRM) [ST] F S: New C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.Buy$1.0K – $15.0K2025-08-20self