Filing on May 14, 2025 Q1 2025

Sumitomo Mitsui Financial Group, Inc.

  • ARES
  • SPY
  • JEF
  • IWF
  • QQQ
  • CME
  • GLD
Sumitomo Mitsui Financial Group, Inc.'s Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

New Edge Wealth, LLC

  • MSFT
  • AAPL
  • NVDA
  • META
  • GOOGL
  • SPY
  • JPM
New Edge Wealth, LLC's Q1 2025 Portfolio
Filing on Apr 16, 2025 Q1 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • VOO
  • SPHQ
  • VEA
  • SPAB
  • VTEB
  • SPIB
  • VIGI
Cliftonlarsonallen Wealth Advisors, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Norinchukin Bank, The

  • SPY
  • IVV
  • QQQ
  • SPLG
  • AAPL
  • MSFT
  • NVDA
Norinchukin Bank, The's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Innovator Capital Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • AVGO
  • COST
Innovator Capital Management, LLC's Q1 2025 Portfolio
Filing on Aug 01, 2023 Q2 2023

Moelis Asset Management LP

  • SPY
Moelis Asset Management LP's Q2 2023 Portfolio
Filing on May 02, 2025 Q1 2025

Forum Financial Management, LP

  • DFAC
  • TLH
  • DFAT
  • DFIC
  • DFEM
  • DUHP
  • DISV
Forum Financial Management, LP's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Geneva Capital Management LLC

  • EXLS
  • KNSL
  • ROAD
  • TXRH
  • AAON
  • DSGX
  • NOVT
Geneva Capital Management LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Hood River Capital Management LLC

  • ACIW
  • MTZ
  • HCI
  • APLD
  • INSM
  • WAL
  • NFE
Hood River Capital Management LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Capital Markets Trading Uk LLP

  • PBR
  • MSFT
  • NIO
  • FCX
  • SMH
  • C
  • VALE
Capital Markets Trading Uk LLP's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Bryn Mawr Trust CO

  • CMCSA
  • ISRG
  • AAPL
  • VEA
  • MSFT
  • VTI
  • PG
Bryn Mawr Trust CO's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Provident Trust CO

  • GOOG
  • COST
  • GOOGL
  • V
  • ACN
  • PNC
  • SCHW
Provident Trust CO's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Vulcan Value Partners, LLC

  • MSFT
  • RE
  • CSGP
  • TDG
  • AMZN
  • V
  • MA
Vulcan Value Partners, LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Meitav Dash Investments LTD

  • QQQM
  • SPY
  • XLF
  • XLV
  • QQQ
  • ICL
  • EPI
Meitav Dash Investments LTD's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Flputnam Investment Management CO

  • IVV
  • IEFA
  • AAPL
  • MSFT
  • IJH
  • NVDA
  • AMZN
Flputnam Investment Management CO's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Energy Income Partners, LLC

  • EPD
  • ET
  • MPLX
  • OKE
  • PAGP
  • KMI
  • NFG
Energy Income Partners, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Comgest Global Investors S.A.S.

  • MSFT
  • V
  • ACN
  • LLY
  • TSM
  • JNJ
  • GOOGL
Comgest Global Investors S.A.S.'s Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Guardcap Asset Management LTD

  • CME
  • MA
  • YUMC
  • BKNG
  • UNH
  • CL
  • MKTX
Guardcap Asset Management LTD's Q1 2025 Portfolio