Filing on Apr 20, 2023 Q1 2023

High Tower Trust Services, Lta

  • XOM
  • SCI
  • MSFT
  • AAPL
  • BX
  • PM
  • KO
High Tower Trust Services, Lta's Q1 2023 Portfolio
Filing on May 15, 2025 Q1 2025

Tweedy Browne Co.

Tweedy, Browne CO LLC
  • CNHI
  • BRK-A
  • KOF
  • GOOGL
  • IONS
  • JNJ
  • BRK-B
Tweedy Browne Co.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Lgt Fund Management CO Ltd.

  • MSFT
  • AMZN
  • V
  • NVDA
  • BRK-B
  • AAPL
  • GOOGL
Lgt Fund Management CO Ltd.'s Q1 2025 Portfolio
Filing on Nov 01, 2024 Q3 2024

Pegasus Partners Ltd.

  • ITOT
  • IVV
  • IWY
  • IWV
  • IWX
  • IWR
  • SPY
Pegasus Partners Ltd.'s Q3 2024 Portfolio
Filing on May 05, 2025 Q1 2025

Lindbrook Capital, LLC

  • VTI
  • VXUS
  • AAPL
  • GBDC
  • SPY
  • IWF
  • NVDA
Lindbrook Capital, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Wbh Advisory Inc

  • VTI
  • VGT
  • SCHB
  • VXUS
  • FBND
  • SPLG
  • XLK
Wbh Advisory Inc's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Helikon Investments LTD

  • CAAP
  • EGO
  • AGRO
  • SKE
  • EDN
  • MGM
  • IFS
Helikon Investments LTD's Q1 2025 Portfolio
Filing on Jul 21, 2023 Q2 2023

First Command Bank

  • IEFA
  • IVV
  • VO
  • DGRO
  • SPYD
  • SPYG
  • SPHQ
First Command Bank's Q2 2023 Portfolio
Filing on Jul 21, 2023 Q2 2023

First Command Financial Services, Inc.

  • IEFA
  • IVV
  • VO
  • DGRO
  • SPYD
  • SPYG
  • SPHQ
First Command Financial Services, Inc.'s Q2 2023 Portfolio
Filing on Nov 14, 2022 Q3 2022

Cpwm, LLC

  • PCAR
  • MSFT
  • AAPL
  • AMZN
  • DFAC
  • SBUX
  • VIG
Cpwm, LLC's Q3 2022 Portfolio
Filing on Apr 17, 2025 Q1 2025

Vicus Capital

  • IVV
  • IEFA
  • IJH
  • IJR
  • AGG
  • IAUM
  • FBND
Vicus Capital's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Windward Capital Management CO

  • AAPL
  • AMZN
  • COST
  • CRM
  • GOOG
  • GOOGL
  • ACN
Windward Capital Management CO 's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Lakewood Capital Management, LP

  • CI
  • ELV
  • C
  • KMPR
  • ARW
  • SSNC
  • FAF
Lakewood Capital Management, LP's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Rkl Wealth Management LLC

  • IVV
  • IEFA
  • IJH
  • SCHX
  • IJR
  • AAPL
  • SPMD
Rkl Wealth Management LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Alua Capital Management LP

  • ALL
  • VVV
  • IBN
  • TS
  • FCNCA
  • COF
  • DFS
Alua Capital Management LP's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Lyell Wealth Management, LP

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • PANW
  • COST
Lyell Wealth Management, LP's Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Edgemoor Investment Advisors, Inc.

  • BRK-B
  • MSFT
  • AAPL
  • LOW
  • URI
  • GOOG
  • AMZN
Edgemoor Investment Advisors, Inc.'s Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Galvin, Gaustad & Stein, LLC

  • IEFA
  • UNH
  • VEA
  • JPM
  • V
  • AMZN
  • AZO
Galvin, Gaustad & Stein, LLC's Q1 2025 Portfolio