Filing on May 14, 2025 Q1 2025

Cramer Rosenthal Mcglynn LLC

  • SKY
  • FAF
  • ACVA
  • BOH
  • SUI
  • NI
  • TECH
Cramer Rosenthal Mcglynn LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Greenwich Wealth Management LLC

  • IBKR
  • SPY
  • NVDA
  • ORCL
  • AAPL
  • GBTC
  • MSFT
Greenwich Wealth Management LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Adelante Capital Management LLC

  • WELL
  • PLD
  • EQIX
  • AVB
  • EQR
  • SPG
  • DLR
Adelante Capital Management LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Willis Johnson & Associates, Inc.

  • SPYV
  • SPYG
  • VGK
  • VWO
  • IJJ
  • IJK
  • MBB
Willis Johnson & Associates, Inc.'s Q1 2025 Portfolio
Filing on Apr 29, 2025 Q1 2025

Simmons Bank

  • ORLY
  • SPY
  • MSFT
  • NVDA
  • IWF
  • AAPL
  • SFNC
Simmons Bank's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Maple Brown Abbott LTD

  • EXC
  • AEE
  • CCI
  • ETR
  • AEP
  • SRE
  • WTRG
Maple Brown Abbott LTD's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Oak Associates LTD

  • AMZN
  • GOOG
  • KLAC
  • META
  • CSCO
  • MSFT
  • V
Oak Associates LTD 's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Prescott General Partners LLC

  • CACC
  • WRLD
  • CMPR
  • W
  • BTI
  • PM
  • POWW
Prescott General Partners LLC's Q1 2025 Portfolio
Filing on Jul 19, 2024 Q2 2024

Hoyle Cohen, LLC

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AVGO
  • BRK-B
  • AMZN
Hoyle Cohen, LLC's Q2 2024 Portfolio
Filing on May 15, 2025 Q1 2025

Arete Wealth Advisors, LLC

  • AAPL
  • DIS
  • NVDA
  • FBND
  • RSP
  • SPAB
  • FLTR
Arete Wealth Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 16, 2025 Q1 2025

Thomasville National Bank

  • AMZN
  • MSFT
  • BRK-B
  • AAPL
  • BKNG
  • GOOG
  • PANW
Thomasville National Bank's Q1 2025 Portfolio
Filing on Nov 07, 2024 Q3 2024

Gyl Financial Synergies, LLC

  • QUAL
  • MSFT
  • RSP
  • AAPL
  • AMZN
  • JPM
  • GOOGL
Gyl Financial Synergies, LLC's Q3 2024 Portfolio
Filing on May 27, 2025 Q1 2025

Jacobi Capital Management LLC

  • SPY
  • BRK-B
  • QQQ
  • SPYV
  • VTI
  • SPTM
  • AAPL
Jacobi Capital Management LLC's Q1 2025 Portfolio
Filing on Oct 11, 2023 Q3 2023

Polaris Wealth Advisory Group, LLC

  • AAPL
  • IGIB
  • IWF
  • IVE
  • MSFT
  • IEI
  • ABBV
Polaris Wealth Advisory Group, LLC's Q3 2023 Portfolio
Filing on May 06, 2025 Q1 2025

Principle Wealth Partners LLC

  • JPM
  • AAPL
  • XLG
  • VUG
  • VIG
  • MSFT
  • IJR
Principle Wealth Partners LLC's Q1 2025 Portfolio
Filing on Jun 16, 2025 Q1 2025

Maple Capital Management, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • COST
  • META
Maple Capital Management, Inc.'s Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Appleton Partners Inc

  • AAPL
  • GSLC
  • MSFT
  • SCHX
  • AMZN
  • JPM
  • V
Appleton Partners Inc's Q1 2025 Portfolio
Filing on Apr 17, 2025 Q1 2025

Mountain Pacific Investment Advisers Inc

  • APH
  • AJG
  • AME
  • FISV
  • ROP
  • VRSK
  • ATR
Mountain Pacific Investment Advisers Inc's Q1 2025 Portfolio