Jefferson Shreve

IN06Member6 filings620 transactions

Total Purchases (max)

$51.3M

Total Sales (max)

$750K

Net Portfolio Value

$50.5M

12 active positions of 314 total · Using max values from amount ranges

#TickerAssetPurchasesSalesNet ValueTxns% of Portfolio
1Bank of Montreal 13-Month Digital Buffer Note$25.0M$25.0M149.5%
2JP Morgan 5 year Barrier Note INDU/NDX/RTY$25.0M$25.0M149.5%
3AMGNAmgen Inc. - Common Stock$100K$50K$50K30.1%
4CBOECboe Global Markets, Inc.$150K$100K$50K40.1%
5EXPOExponent, Inc. - Common Stock$100K$50K$50K30.1%
6XOMExxon Mobil Corporation Common Stock$150K$100K$50K30.1%
7GEGE Aerospace Common Stock$200K$150K$50K40.1%
8HIWHighwoods Properties, Inc. Common Stock$100K$50K$50K30.1%
9LOWLowe's Companies, Inc. Common Stock$100K$50K$50K30.1%
10MCDMcDonald's Corporation Common Stock$100K$50K$50K30.1%
11ORCLOracle Corporation Common Stock$150K$100K$50K50.1%
12VRTXVertex Pharmaceuticals Incorporated - Common Stock$100K$50K$50K30.1%
13ADBEAdobe Inc. - Common Stock$100K$100K$04
14AMDAdvanced Micro Devices, Inc.$200K$200K$05
15AKAMAkamai Technologies, Inc. - Common Stock$100K$100K$04
16AEOAmerican Eagle Outfitters, Inc. Common Stock$50K$50K$02
17AIGAmerican International Group, Inc. New Common Stock$50K$50K$02
18AWKAmerican Water Works Company, Inc. Common Stock$50K$50K$02
19AONAon plc Class A Ordinary Shares$50K$50K$02
20AMATApplied Materials, Inc. - Common Stock$200K$200K$05
21APPApplovin Corporation - Class A Common Stock$100K$100K$04
22ACGLArch Capital Group Ltd. - Common Stock$50K$50K$02
23AXONAxon Enterprise, Inc. - Common Stock$50K$50K$02
24BALLBall Corporation Common Stock$100K$100K$04
25AVGOBroadcom Inc. - Common Stock$300K$300K$04
26CNCCentene Corporation Common Stock$50K$50K$02
27CRLCharles River Laboratories International, Inc. Common Stock$50K$50K$02
28Comcast 6.50% maturing 11/15/35$50K$50K$02
29COPConocoPhillips Common Stock$100K$100K$04
30CSGPCoStar Group, Inc. - Common Stock$50K$50K$02
31CCICrown Castle Inc. Common Stock$50K$50K$02
32DVNDevon Energy Corporation Common Stock$100K$100K$04
33DGDollar General Corporation Common Stock$50K$50K$02
34ECLEcolab Inc. Common Stock$250K$250K$02
35ELVElevance Health, Inc. Common Stock$50K$50K$02
36FISFidelity National Information Services, Inc. Common Stock$100K$100K$03
37BUSEFirst Busey Corporation - Common Stock$100K$100K$04
38GILDGilead Sciences, Inc. - Common Stock$50K$50K$02
39GSGoldman Sachs Group, Inc.$100K$100K$04
40HNIHNI Corporation Common Stock$50K$50K$02
41HDHome Depot, Inc.$150K$150K$05
42JNJJohnson & Johnson Common Stock$100K$100K$03
43LMTLockheed Martin Corporation Common Stock$50K$50K$02
44MPCMarathon Petroleum Corporation Common Stock$50K$50K$02
45MTCHMatch Group, Inc. - Common Stock$50K$50K$02
46MSTRMicroStrategy Incorporated - Class A Common Stock$50K$50K$02
47NEMNewmont Corporation$50K$50K$02
48OXYOccidental Petroleum Corporation Common Stock$100K$100K$04
49PEPPepsico, Inc.$50K$50K$02
50PSXPhillips 66 Common Stock$50K$50K$02
51PRUPrudential Financial, Inc. Common Stock$50K$50K$02
52PHMPulteGroup, Inc. Common Stock$50K$50K$02
53RPDRapid7, Inc. - Common Stock$100K$100K$04
54RGLDRoyal Gold, Inc. - Common Stock$100K$100K$03
55RTXRTX Corporation Common Stock$50K$50K$02
56SPGIS&P Global Inc. Common Stock$100K$100K$02
57SHWSherwin-Williams Company$50K$50K$02
58CIThe Cigna Group Common Stock$50K$50K$02
59TDGTransdigm Group Incorporated Common Stock$100K$100K$04
60UNPUnion Pacific Corporation Common Stock$50K$50K$02
61UNHUnitedHealth Group Incorporated Common Stock$100K$100K$04
62ZTSZoetis Inc. Class A Common Stock$100K$100K$04
63ABBVAbbVie Inc. Common Stock$100K$100K$02
64BCBrunswick Corporation Common Stock$50K$50K$02
65FBINFortune Brands Innovations, Inc. Common Stock$50K$50K$02
66HEI.AHeico Corporation Common Stock$50K$50K$02
67INTCIntel Corporation - Common Stock$50K$50K$02
68LGIHLGI Homes, Inc. - Common Stock$50K$50K$02
69MRKMerck & Company, Inc. Common Stock$50K$50K$02
70PFEPfizer, Inc. Common Stock$50K$50K$02
71PLDPrologis, Inc. Common Stock$50K$50K$02
72QCOMQUALCOMM Incorporated - Common Stock$50K$50K$02
73SLBSchlumberger N.V. Common Stock$50K$50K$02
74TGTTarget Corporation Common Stock$50K$50K$02
75VLOValero Energy Corporation Common Stock$50K$50K$02
76VSTVistra Corp. Common Stock$50K$50K$02
77WYWeyerhaeuser Company Common Stock$50K$50K$02
78APDAir Products and Chemicals, Inc. Common Stock$50K$50K$02
79CZRCaesars Entertainment, Inc. - Common Stock$50K$50K$02
80NUENucor Corporation Common Stock$50K$50K$02
81NVTnVent Electric plc Ordinary Shares$50K$50K$02
82VICRVicor Corporation - Common Stock$50K$50K$02
83Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01$15K-$15K1
84Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO$15K-$15K1
85Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15$15K-$15K1
86Denton Cnty Tex 4.0000 2029-07-15$15K-$15K1
87Denton Tex 5.0000 2029-02-15$15K-$15K1
88Denton Tex Indpt Sch Dist 5.0000 2029-08-15$15K-$15K1
89District Columbia Income Tax Rev 5.000 2032-03-01$15K-$15K1
90Florida St Dept Environmental Protn$15K-$15K1
91Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01$15K-$15K1
92Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10-$15K-$15K1
93JP Morgan 4.912 7-25-33 '32/ 46647PDH6$15K-$15K1
94Lakewood Ohio City Sch Dist 5.0000 2025-12-01$15K-$15K1
95Maryland St Dept Transn Cons Transn 5.000 2029-09-01$15K-$15K1
96Memphis TN 5.0000 2032-05-01$15K-$15K1
97Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2$15K-$15K1
98New York NY 5.0000 2033-08-01$15K-$15K1
99New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15$15K-$15K1
100New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15$15K-$15K1
101Ohio St Spl Oblig 5.0000 2029-04-01$15K-$15K1
102Oviedo FLA Util Rev 5.0000 2032-10-$15K-$15K1
103Port Tacoma Wash Rev 4.0000 2025- 12-01$15K-$15K1
104Sherman Tex 5.0000 2025-08-15$15K-$15K1
105South Jordan Utah Sales Tax Rev 5.00 2028-8-15$15K-$15K1
106Texas Tech Univ Revs 5.000 2029- 02-15$15K-$15K1
107TTDThe Trade Desk, Inc. - Class A Common Stock$100K$115K-$15K5
108Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01$15K-$15K1
109Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01$15K-$15K1
110Pembroke Pines FL Cap Impt Re 5.000$15K-$15K1
111MRPMillrose Properties, Inc. Class A Common Stock$15K-$15K2
112Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01$30K-$30K2
113MMM3M Company Common Stock$50K-$50K1
114AAgilent Technologies, Inc. Common Stock$50K$100K-$50K3
115ALBAlbemarle Corporation Common Stock$50K$100K-$50K3
116ALNYAlnylam Pharmaceuticals, Inc. - Common Stock$50K-$50K1
117AMTAmerican Tower Corporation$50K-$50K1
118APTVAptiv PLC Ordinary Shares$50K$100K-$50K3
119ARESAres Management Corporation Class A Common Stock$100K$150K-$50K3
120TAT&T Inc.$50K-$50K1
121ADSKAutodesk, Inc. - Common Stock$50K$100K-$50K3
122XYZBlock, Inc. Class A Common Stock,$100K$150K-$50K4
123BKNGBooking Holdings Inc. - Common Stock$50K$100K-$50K2
124BSXBoston Scientific Corporation Common Stock$50K-$50K1
125BMYBristol-Myers Squibb Company Common Stock$50K-$50K1
126BKEBuckle, Inc.$50K$100K-$50K3
127CCLCarnival Corporation Common Stock$50K$100K-$50K3
128SCHWCharles Schwab Corporation$50K-$50K1
129CHTRCharter Communications, Inc. - Class A Common Stock$50K-$50K1
130CVXChevron Corporation Common Stock$50K$100K-$50K3
131CMGChipotle Mexican Grill, Inc. Common Stock$100K$150K-$50K3
132CBChubb Limited Common Stock$50K-$50K1
133CTASCintas Corporation - Common Stock$100K$150K-$50K3
134NETCloudflare, Inc. Class A Common Stock$50K-$50K1
135CMECME Group Inc. - Class A Common Stock$50K-$50K1
136CNOCNO Financial Group, Inc. Common Stock$50K-$50K1
137COINCoinbase Global, Inc. - Class A Common Stock$50K$100K-$50K3
138CMCSAComcast Corporation - Class A Common Stock$50K$100K-$50K3
139CEGConstellation Energy Corporation - Common Stock$50K$100K-$50K3
140CPRTCopart, Inc. - Common Stock$50K-$50K1
141CRWDCrowdStrike Holdings, Inc. - Class A Common Stock$50K-$50K1
142CSXCSX Corporation$50K$100K-$50K3
143Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01$50K-$50K1
144CVSCVS Health Corporation Common Stock$50K-$50K1
145DHRDanaher Corporation Common Stock$50K$100K-$50K3
146DALDelta Air Lines, Inc. Common Stock$50K$100K-$50K3
147DXCMDexCom, Inc. - Common Stock$50K$100K-$50K3
148DASHDoorDash, Inc. - Common Stock$50K-$50K1
149Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15$50K-$50K1
150EWEdwards Lifesciences Corporation Common Stock$50K$100K-$50K2
151EPAMEPAM Systems, Inc. Common Stock$50K$100K-$50K3
152FIFiserv, Inc. Common Stock$50K-$50K1
153Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4$50K-$50K1
154FTNTFortinet, Inc. - Common Stock$50K-$50K1
155GMGeneral Motors Company Common Stock$50K-$50K1
156Grand Praire Tex 5.0000 2032-02-15$50K-$50K1
157Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15$50K-$50K1
158THGHanover Insurance Group Inc$50K-$50K1
159HOMBHome BancShares, Inc. Common Stock$50K$100K-$50K3
160Houston Tex 5.000 2031-03-01/ 4423315C4$50K-$50K1
161HUBBHubbell Inc Common Stock$50K$100K-$50K3
162IBMInternational Business Machines Corporation Common Stock$50K-$50K1
163INTUIntuit Inc. - Common Stock$250K$300K-$50K3
164ISRGIntuitive Surgical, Inc. - Common Stock$50K$100K-$50K3
165Kansas City MO 4.0000 2030-02-01$50K-$50K1
166KRKroger Company$50K-$50K1
167Laredo TEX 5.000 2031-2-15/ 516824JB6$50K-$50K1
168Las Vegas Nev 4.000 2027-06-01$50K-$50K1
169LINLinde plc - Ordinary Shares$100K$150K-$50K3
170LFUSLittelfuse, Inc. - Common Stock$50K$100K-$50K3
171Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15$50K-$50K1
172LULUlululemon athletica inc. - Common Stock$50K$100K-$50K3
173MCKMcKesson Corporation Common Stock$50K-$50K1
174MDTMedtronic plc. Ordinary Shares$50K-$50K1
175Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01$50K-$50K1
176Minnesota ST 5.00 2025-08-01$50K-$50K1
177Minnesota St 5.00000 2025-08-01$50K-$50K1
178NDAQNasdaq, Inc. - Common Stock$50K-$50K1
179New York NY 5.0000 2028-08-01$50K-$50K1
180NEENextEra Energy, Inc. Common Stock$50K$100K-$50K2
181ORIOld Republic International Corporation Common Stock$50K-$50K1
182Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01$50K-$50K1
183Oregon St 5.0000 2028-12-01$50K-$50K1
184PANWPalo Alto Networks, Inc.$50K$100K-$50K3
185PYPLPayPal Holdings, Inc. - Common Stock$50K$100K-$50K3
186Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01$50K-$50K1
187Plano Tex Indpt Sch Dist 5.0000 2032-02-15$50K-$50K1
188ROSTRoss Stores, Inc. - Common Stock$50K$100K-$50K3
189CRMSalesforce, Inc. Common Stock$50K$100K-$50K3
190SNDRSchneider National, Inc. Common Stock$50K$100K-$50K3
191SNOWSnowflake Inc. Class A Common Stock$50K-$50K1
192Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15$50K-$50K1
193SPOTSpotify Technology S.A. Ordinary Shares$50K$100K-$50K2
194Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01$50K-$50K1
195SNPSSynopsys, Inc. - Common Stock$100K$150K-$50K3
196TTWOTake-Two Interactive Software, Inc. - Common Stock$50K-$50K1
197SJMThe J.M. Smucker Company Common Stock$50K-$50K1
198TTTrane Technologies plc$100K$150K-$50K3
199UBERUber Technologies, Inc. Common Stock$50K$100K-$50K2
200UCBUnited Community Banks, Inc. Common Stock$50K$100K-$50K2
201UPSUnited Parcel Service, Inc. Common Stock$100K$150K-$50K4
202UVSPUnivest Financial Corporation - Common Stock$50K-$50K1
203VZVerizon Communications Inc. Common Stock$50K-$50K1
204WBDWarner Bros. Discovery, Inc. - Series A Common Stock$50K-$50K1
205Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01$50K-$50K1
206WFCWells Fargo & Company Common Stock$50K$100K-$50K2
207Wells Fargo 5.574 07/25/29 '28 Mtn$50K-$50K1
208WDCWestern Digital Corporation - Common Stock$50K$100K-$50K3
209ZMZoom Communications, Inc. - Class A Common Stock$50K-$50K1
210CFGCitizens Financial Group, Inc. Common Stock$50K-$50K1
211CLXClorox Company$50K-$50K1
212DFSDiscover Financial Services Common Stock$50K-$50K1
213FCXFreeport-McMoRan, Inc. Common Stock$50K-$50K1
214GENGen Digital Inc. - Common Stock$50K-$50K1
215HOGHarley-Davidson, Inc. Common Stock$50K$100K-$50K3
216HRIHerc Holdings Inc. Common Stock$50K$100K-$50K3
217HLTHilton Worldwide Holdings Inc. Common Stock$50K-$50K1
218HONHoneywell International Inc.$50K-$50K1
219IFFInternational Flavors & Fragrances, Inc. Common Stock$50K-$50K1
220KEYSKeysight Technologies Inc. Common Stock$50K-$50K1
221LECOLincoln Electric Holdings, Inc. - Common Shares$50K-$50K1
222MCHPMicrochip Technology Incorporated - Common Stock$50K-$50K1
223MUMicron Technology, Inc. - Common Stock$50K-$50K1
224MSMorgan Stanley Common Stock$50K-$50K1
225NSCNorfolk Southern Corporation Common Stock$50K$100K-$50K3
226REGNRegeneron Pharmaceuticals, Inc. - Common Stock$50K-$50K1
227RGENRepligen Corporation - Common Stock$50K-$50K1
228SNDKSandisk Corporation - Common Stock$50K-$50K2
229STAGStag Industrial, Inc. Common Stock$100K$150K-$50K3
230SBUXStarbucks Corporation - Common Stock$50K-$50K1
231TMOThermo Fisher Scientific Inc Common Stock$50K-$50K1
232ACNAccenture plc Class A Ordinary Shares$50K-$50K1
233BDXBecton, Dickinson and Company Common Stock$50K-$50K1
234DDDuPont de Nemours, Inc. Common Stock$50K-$50K1
235LAZLazard, Inc. Common Stock$50K-$50K1
236NKENike, Inc. Common Stock$50K-$50K1
237PCVXVaxcyte, Inc. - Common Stock$50K-$50K1
238VSHVishay Intertechnology, Inc. Common Stock$50K-$50K1
239HOPEHope Bancorp, Inc. - Common Stock$50K-$50K1
240ABTAbbott Laboratories Common Stock$100K-$100K1
241AXPAmerican Express Company Common Stock$50K$150K-$100K4
242ADIAnalog Devices, Inc. - Common Stock$50K$150K-$100K3
243ANETArista Networks, Inc. Common Stock$50K$150K-$100K3
244ADPAutomatic Data Processing, Inc. - Common Stock$100K-$100K1
245AZOAutoZone, Inc. Common Stock$100K-$100K1
246BACBank of America Corporation Common Stock$50K$150K-$100K3
247BLKBlackRock, Inc. Common Stock$200K$300K-$100K5
248CDNSCadence Design Systems, Inc. - Common Stock$100K-$100K1
249CWSTCasella Waste Systems, Inc. - Class A Common Stock$100K-$100K1
250CORCencora, Inc. Common Stock$100K-$100K1
251LNGCheniere Energy, Inc. Common Stock$100K-$100K2
252CSCOCisco Systems, Inc. - Common Stock$100K-$100K1
253Citigroup Inc 5.875 2033-02-22$100K-$100K1
254Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15$100K-$100K1
255CTRACoterra Energy Inc. Common Stock$100K-$100K2
256DEDeere & Company Common Stock$100K-$100K1
257GEVGE Vernova Inc. Common Stock$100K-$100K1
258General Motors Financial Company Inc 2.35 2031-01-08$100K-$100K1
259IDAIDACORP, Inc. Common Stock$100K-$100K2
260IDXXIDEXX Laboratories, Inc. - Common Stock$150K$250K-$100K3
261LRCXLam Research Corporation - Common Stock$100K$200K-$100K4
262LENLennar Corporation Class A Common Stock$50K$150K-$100K4
263MRVLMarvell Technology, Inc. - Common Stock$100K$200K-$100K4
264NINiSource Inc Common Stock$100K-$100K1
265PLTRPalantir Technologies Inc. - Class A Common Stock$100K-$100K1
266PNC Finl Svc 6.875 10/20/34 '33 FRN$100K-$100K1
267PRIPrimerica, Inc. Common Stock$100K-$100K2
268PGRProgressive Corporation$100K-$100K1
269ORealty Income Corporation Common Stock$100K-$100K1
270RLIRLI Corp. Common Stock$100K-$100K2
271RCLRoyal Caribbean Cruises Ltd. Common Stock$100K-$100K1
272RUSHBRush Enterprises, Inc. - Class B Common Stock$100K-$100K1
273SBACSBA Communications Corporation - Class A Common Stock$100K-$100K1
274SYYSysco Corporation Common Stock$100K-$100K2
275TXNTexas Instruments Incorporated - Common Stock$200K$300K-$100K5
276CGThe Carlyle Group Inc. - Common Stock$100K$200K-$100K4
277TJXTJX Companies, Inc.$50K$150K-$100K3
278Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15$100K-$100K1
279DISWalt Disney Company$50K$150K-$100K4
280Washington Cnty Tenn 4.0000 2027- 06-01$100K-$100K1
281Wells Fargo 6.491 10/23/34 '33 MTN$100K-$100K1
282WELLWelltower Inc. Common Stock$100K-$100K1
283WMBWilliams Companies, Inc.$100K-$100K1
284WDAYWorkday, Inc. - Class A Common Stock$50K$150K-$100K3
285AVBAvalonBay Communities, Inc. Common Stock$100K-$100K2
286IEXIDEX Corporation Common Stock$100K-$100K2
287NOWServiceNow, Inc. Common Stock$100K-$100K1
288SPGSimon Property Group, Inc. Common Stock$100K-$100K1
289BABoeing Company$150K-$150K2
290CATCaterpillar, Inc. Common Stock$50K$200K-$150K4
291HALHalliburton Company Common Stock$50K$200K-$150K5
292MAMastercard Incorporated Common Stock$150K-$150K2
293PWRQuanta Services, Inc. Common Stock$50K$200K-$150K3
294SYKStryker Corporation Common Stock$50K$200K-$150K3
295ITTITT Inc. Common Stock$150K-$150K2
296NFLXNetflix, Inc. - Common Stock$50K$250K-$200K2
297PGProcter & Gamble Company$200K-$200K2
298WMTWalmart Inc. Common Stock$50K$250K-$200K2
299GOOGLAlphabet Inc. - Class A Common Stock$250K-$250K1
300GOOGAlphabet Inc. - Class C Capital Stock$250K-$250K1
301BRK.BBerkshire Hathaway Inc. New Common Stock$250K-$250K1
302KOCoca-Cola Company$250K-$250K1
303LLYEli Lilly and Company Common Stock$250K-$250K1
304OGEOGE Energy Corp Common Stock$250K-$250K1
305PMPhilip Morris International Inc Common Stock$250K-$250K1
306TSLATesla, Inc. - Common Stock$250K-$250K1
307COSTCostco Wholesale Corporation - Common Stock$300K-$300K2
308JPMJP Morgan Chase & Co. Common Stock$300K-$300K2
309VVisa Inc.$300K-$300K2
310AMZNAmazon.com, Inc. - Common Stock$500K-$500K1
311METAMeta Platforms, Inc. - Class A Common Stock$550K-$550K3
312MSFTMicrosoft Corporation - Common Stock$1.0M$1.6M-$600K4
313AAPLApple Inc. - Common Stock$300K$1.3M-$950K4
314NVDANVIDIA Corporation - Common Stock$300K$1.4M-$1.1M5