Filing on Oct 22, 2025 Q3 2025

North Star Investment Management Corp.

  • JPM
  • IVW
  • AAPL
  • VCSH
  • MSFT
  • VTI
  • SPY
North Star Investment Management Corp.'s Q3 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Good Life Advisors, LLC

  • SPLG
  • SPAB
  • SPYV
  • NVDA
  • SPYG
  • SPMD
  • IVV
Good Life Advisors, LLC's Q2 2025 Portfolio
Filing on Aug 09, 2024 Q2 2024

Arvest Trust CO N A

  • MDY
  • EFA
  • IVV
  • IWM
  • TPYP
  • IVW
  • VEA
Arvest Trust CO N A's Q2 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Geller Advisors LLC

  • VOO
  • DBEF
  • SPY
  • IWD
  • IWM
  • AGG
  • PRF
Geller Advisors LLC's Q4 2024 Portfolio
Filing on Nov 17, 2025 Q3 2025

Aureus Asset Management, LLC

  • MSFT
  • GOOGL
  • AVGO
  • AAPL
  • V
  • SCHW
  • AMZN
Aureus Asset Management, LLC's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Strategy Capital LLC

  • AXON
  • SHOP
  • NET
  • AMZN
  • META
  • DDOG
  • TSM
Strategy Capital LLC's Q3 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Parcion Private Wealth LLC

  • VIGI
  • DFEM
  • IEFA
  • COIN
  • AIRR
  • QQQ
  • MUB
Parcion Private Wealth LLC's Q3 2025 Portfolio
Filing on Oct 29, 2025 Q3 2025

Bloomberg Sen Inc.

  • CI
  • PGR
  • GOOG
  • HCA
  • DHI
  • AON
  • CIGI
Bloomberg Sen Inc.'s Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Atwood & Palmer Inc

  • PLTR
  • GOOG
  • AVDE
  • SHY
  • URI
  • JAAA
  • LDOS
Atwood & Palmer Inc's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Angeles Investment Advisors, LLC

  • VOO
  • VXUS
  • MGK
  • VMBS
  • VCLT
  • VOTE
  • IWM
Angeles Investment Advisors, LLC's Q3 2025 Portfolio
Filing on Nov 05, 2025 Q3 2025

Triglav Skladi, D.O.O.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • JPM
  • GOOGL
Triglav Skladi, D.O.O.'s Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Nations Financial Group Inc,

  • NVDA
  • AAPL
  • MSFT
  • QQQ
  • IJH
  • BRK-B
  • IWV
Nations Financial Group Inc, 's Q3 2025 Portfolio
Filing on Oct 29, 2025 Q3 2025

Oak Ridge Investments LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • GOOG
Oak Ridge Investments LLC's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Sienna Gestion

  • NVDA
  • MSFT
  • AMZN
  • AVGO
  • JPM
  • CSCO
  • HD
Sienna Gestion's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

L1 Capital Pty LTD

  • NXE
  • EGO
  • EQX
  • AA
  • HBM
  • NWS
  • CVE
L1 Capital Pty LTD's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Rock Springs Capital Management LP

  • ARGX
  • LLY
  • RYTM
  • MDGL
  • RVMD
  • MRUS
  • MIRM
Rock Springs Capital Management LP's Q3 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Money Concepts Capital Corp

  • SPMO
  • SVAL
  • XMMO
  • IWS
  • VOO
  • AAPL
  • VYM
Money Concepts Capital Corp's Q3 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Woodmont Investment Counsel LLC

  • VUG
  • VTV
  • VEA
  • AAPL
  • IBDT
  • IBDU
  • MSFT
Woodmont Investment Counsel LLC's Q3 2025 Portfolio