Filing on Nov 14, 2025 Q3 2025

Full Sail Capital, LLC

  • IEFA
  • IJH
  • FTEC
  • VTEB
  • XLK
  • AVUS
  • IJR
Full Sail Capital, LLC's Q3 2025 Portfolio
Filing on Oct 22, 2025 Q3 2025

Rheos Capital Works Inc.

  • RACE
  • BA
  • AMZN
  • DHI
  • NVDA
  • APP
  • MSFT
Rheos Capital Works Inc.'s Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Accredited Investors Inc.

  • AVDV
  • SCHB
  • IJH
  • VTV
  • IVV
  • IJR
  • IWM
Accredited Investors Inc.'s Q3 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Alta Capital Management LLC

  • GOOGL
  • NVDA
  • MSFT
  • AMZN
  • AAPL
  • APH
  • AVGO
Alta Capital Management LLC's Q3 2025 Portfolio
Filing on Nov 05, 2025 Q3 2025

Spinnaker Trust

  • SPLG
  • XLK
  • ESGD
  • SUSA
  • ISTB
  • MMM
  • MSFT
Spinnaker Trust's Q3 2025 Portfolio
Filing on Nov 03, 2025 Q3 2025

Jordan Park Group LLC

  • GOVT
  • IEMG
  • SPY
  • TSM
  • VONE
  • VWO
  • IEFA
Jordan Park Group LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Siemens Fonds Invest Gmb H

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • META
  • AVGO
Siemens Fonds Invest Gmb H's Q3 2025 Portfolio
Filing on Oct 20, 2025 Q3 2025

Simplify Asset Management Inc.

  • IVV
  • GLD
  • AGG
  • SPUC
  • AGGH
  • PAGP
  • TSLA
Simplify Asset Management Inc.'s Q3 2025 Portfolio
Filing on Oct 24, 2025 Q3 2025

Nationwide Fund Advisors

  • IVV
  • JEPI
  • IEFA
  • IEMG
  • IJR
  • IEF
  • TLT
Nationwide Fund Advisors's Q3 2025 Portfolio
Filing on Feb 13, 2025 Q4 2024

Re Dickinson Investment Advisors, LLC

  • SCHG
  • VEA
  • VWO
  • IVV
  • IWD
  • BRK-B
  • SCHM
Re Dickinson Investment Advisors, LLC's Q4 2024 Portfolio
Filing on Nov 12, 2025 Q3 2025

Global Alpha Capital Management Ltd.

  • ORA
  • SANM
  • UMBF
  • SCZ
  • GMED
  • GXO
  • VRNT
Global Alpha Capital Management Ltd.'s Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Main Street Research LLC

  • NVDA
  • AAPL
  • MSFT
  • PLTR
  • HOOD
  • GOOGL
  • JPM
Main Street Research LLC's Q3 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Silicon Valley Community Foundation

  • SPY
  • BRK-A
  • SQ
  • BRK-B
Silicon Valley Community Foundation's Q2 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Oxford Financial Group LTD

  • VTI
  • INFL
  • ISRG
  • LLY
  • GNR
  • DSTL
  • MUB
Oxford Financial Group LTD's Q3 2025 Portfolio
Filing on Nov 20, 2025 Q3 2025

Voss Capital, LLC

  • TSLA
  • FLYW
  • CLBT
  • EEFT
  • PAR
  • GFF
  • FIVN
Voss Capital, LLC's Q3 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Sabal Trust CO

  • MSFT
  • JPM
  • WM
  • ABBV
  • AAPL
  • XOM
  • HD
Sabal Trust CO's Q1 2025 Portfolio
Filing on Nov 20, 2025 Q3 2025

Centaurus Financial, Inc.

  • NVDA
  • AAPL
  • AMZN
  • SPY
  • MSFT
  • QQQ
  • BIL
Centaurus Financial, Inc.'s Q3 2025 Portfolio
Filing on Oct 29, 2025 Q3 2025

First Interstate Bank

  • VCIT
  • FIBK
  • RSP
  • IVV
  • VGIT
  • IJH
  • PFF
First Interstate Bank's Q3 2025 Portfolio