My Portfolio

27 companies with a full Helmledgers read. Select a company to explore its latest report and evidence trail.

Portfolio companies

27companies with full reads.View companies

157open risks and watch items.Open risk register

37high-severity findings.View findings

CompanyLatest analysisRisk findingsNext filing / event
MOS
The Mosaic Company (MOS)
10-Q · Q2 2026
2 high1 medium4 total
9 Nov 2026Q3 10-Q
Company home FMC
FMC Corporation (FMC)
10-Q · Q3 2026
3 high0 medium6 total
31 Dec 2026Leverage covenant test
Company home AVGO
Broadcom Inc. (AVGO)
10-Q · Q3 FY2026
2 high1 medium5 total
9 Dec 2026Q4 FY2026 results
Company home WMT
Walmart Inc. (WMT)
10-Q · Q2 FY2027
1 high2 medium6 total
19 Nov 2026Q3 FY2027 results
Company home HOOD
Robinhood Markets, Inc. (HOOD)
10-Q · Q2 2026
2 high1 medium6 total
9 Nov 202610-Q filing deadline
Company home AAPL
Apple Inc. (AAPL)
10-Q · Q3 FY2026
0 high3 medium6 total
26 Nov 202610-K filing deadline
Company home VZ
Verizon Communications Inc. (VZ)
8-K · Q3 2026
1 high2 medium6 total
9 Nov 2026Q3 2026 Form 10-Q
Company home V
Visa Inc. (V)
10-Q · Q3 FY2026
2 high1 medium4 total
30 Nov 202610-K filing deadline
Company home MSTR
Strategy Inc (MSTR)
10-Q · Q2 2026
2 high1 medium6 total
9 Nov 2026Q3 10-Q
Company home F
Ford Motor Company (F)
8-K · Q3 2026
2 high1 medium6 total
9 Nov 2026Q3 10-Q
Company home AMGN
Amgen Inc. (AMGN)
10-Q · Q2 2026
0 high3 medium6 total
9 Nov 202610-Q filing deadline
Company home AMD
Advanced Micro Devices, Inc. (AMD)
10-Q · Q2 2026
2 high1 medium6 total
Not scheduled
Company home SHOP
Shopify Inc. (SHOP)
10-Q · Q2 2026
2 high1 medium6 total
9 Nov 202610-Q filing deadline
Company home XYZ
Block, Inc. (XYZ)
10-Q · Q2 2026
2 high1 medium6 total
9 Nov 202610-Q filing deadline
Company home MPC
Marathon Petroleum Corporation (MPC)
10-Q · Q2 2026
1 high2 medium6 total
9 Nov 202610-Q filing deadline
Company home MCD
McDonald’s Corporation (MCD)
10-Q · Q2 2026
0 high3 medium6 total
9 Nov 202610-Q filing deadline
Company home UBER
Uber Technologies, Inc. (UBER)
10-Q · Q3 2026
2 high1 medium6 total
1 Mar 202710-K filing deadline
Company home APP
AppLovin Corporation (APP)
10-Q · Q2 2026
0 high3 medium6 total
9 Nov 202610-Q filing deadline
Company home PLD
Prologis, Inc. (PLD)
10-Q · Q3 2026
0 high3 medium6 total
20 Jan 2027Q4 results (estimated date)
Company home PLTR
Palantir Technologies Inc. (PLTR)
10-Q · Q3 2026
0 high3 medium6 total
1 Mar 202710-K filing deadline
Company home O
Realty Income Corporation (O)
10-Q · Q3 2026
1 high2 medium6 total
1 Mar 202710-K filing deadline
Company home PFE
Pfizer Inc. (PFE)
10-Q · Q3 2026
2 high1 medium6 total
25 Feb 202710-K filing deadline
Company home QCOM
QUALCOMM Incorporated (QCOM)
10-Q · Q3 FY2026
2 high1 medium6 total
30 Nov 202610-K filing deadline
Company home BA
The Boeing Company (BA)
10-Q · Q3 2026
2 high1 medium6 total
1 Mar 202710-K filing deadline
Company home JBLU
JetBlue Airways Corporation (JBLU)
10-Q · Q3 2026
2 high1 medium6 total
1 Mar 202710-K filing deadline
Company home UAL
United Airlines Holdings, Inc. (UAL)
10-Q · Q3 2026
0 high3 medium6 total
1 Mar 202710-K filing deadline
Company home TSLA
Tesla, Inc. (TSLA)
10-Q · Q3 2026
2 high2 medium6 total
1 Mar 202710-K filing deadline
Company home

Demo portfolio of companies with completed reports. Securities shown are not a representation of actual holdings. Not investment advice.