Filing on Oct 27, 2025 Q3 2025

Unified Investment Management

  • GPC
  • IGSB
  • VNLA
  • MSFT
  • NVDA
  • NEAR
  • GVI
Unified Investment Management's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Provident CO Of The Employees Of The Hebrew University LTD

  • XLF
  • XLV
  • EPI
  • NVDA
  • XLI
  • AMZN
  • KCE
Provident CO Of The Employees Of The Hebrew University LTD's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Arrowpoint Investment Partners (Singapore) Pte. Ltd.

  • SPY
  • XLV
  • SATS
  • HNRG
  • VCSH
  • ATAT
  • BKLN
Arrowpoint Investment Partners (Singapore) Pte. Ltd.'s Q3 2025 Portfolio
Filing on Jan 13, 2026 Q4 2025

Sherman Wealth Management LLC

  • MGK
  • VIG
  • VYM
  • SPDW
  • JPST
  • QUAL
  • USMV
Sherman Wealth Management LLC's Q4 2025 Portfolio
Filing on Jan 12, 2026 Q4 2025

Mkd Wealth Coaches, LLC

  • IVV
  • IJH
  • AGG
  • IWB
  • DBMF
  • MUB
  • IEMG
Mkd Wealth Coaches, LLC's Q4 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Mirabaud Asset Management (France) Sas

Mirabaud Asset Management (France) Sas's Q2 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Propel Bio Management, LLC

  • PAGP
  • AKRO
  • MIST
  • APLT
  • PHAT
  • ABEO
  • DCTH
Propel Bio Management, LLC's Q3 2025 Portfolio
Filing on Jan 14, 2026 Q4 2025

Barnes Dennig Private Wealth Management LLC

  • BK
  • GOOGL
  • AMAT
  • AAPL
  • SLV
  • SCHW
  • BWA
Barnes Dennig Private Wealth Management LLC's Q4 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Whitford Management LLC

  • SPY
  • NVDA
  • MSFT
  • SHYG
  • AMZN
  • UBER
  • INTU
Whitford Management LLC's Q3 2025 Portfolio
Filing on Jan 08, 2026 Q4 2025

Peoples Bank/Ks

  • MSFT
  • BRK-B
  • GOOGL
  • AAPL
  • QQQ
  • WFC
  • PFF
Peoples Bank/Ks's Q4 2025 Portfolio
Filing on Jan 07, 2026 Q4 2025

Sulzberger Capital Advisors, Inc.

  • SHV
  • NVDA
  • MSFT
  • VOO
  • SGOV
  • JEPI
  • GOOGL
Sulzberger Capital Advisors, Inc.'s Q4 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Kdk Private Wealth Management, LLC

  • EPD
  • IWV
  • IVV
  • FTEC
  • IWF
  • SHV
  • VGT
Kdk Private Wealth Management, LLC's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Mustico Financial Group, Inc.

  • RSP
  • IVV
  • LQD
  • VO
  • FBND
  • TIP
  • STIP
Mustico Financial Group, Inc.'s Q3 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Payne Capital LLC

  • MSFT
  • SCHR
  • FNDX
  • DYNF
  • VYM
  • SPMO
  • SCHF
Payne Capital LLC's Q3 2025 Portfolio
Filing on Feb 14, 2023 Q4 2022

Robbie L. Kennerson P.A., Inc.

  • AAPL
  • VHT
  • VPU
  • LQD
  • VUG
  • VYM
  • VIG
Robbie L. Kennerson P.A., Inc.'s Q4 2022 Portfolio
Filing on Oct 14, 2025 Q3 2025

Red Mountain Financial, LLC

  • SCHD
  • AAPL
  • JPIE
  • BRK-B
  • NVDA
  • FBND
  • SCHY
Red Mountain Financial, LLC's Q3 2025 Portfolio
Filing on Nov 18, 2025 Q3 2025

Pictet Asset Management Holding Sa

  • NVDA
  • MSFT
  • GOOGL
  • AAPL
  • AMZN
  • AVGO
  • UBS
Pictet Asset Management Holding Sa's Q3 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Terra Alpha Investments LLC

  • TSM
  • NVDA
  • MSFT
  • AAPL
  • TT
  • ETN
  • XYL
Terra Alpha Investments LLC's Q3 2025 Portfolio