Filing on Aug 14, 2023 Q2 2023

Jana Partners LLC

  • FRPT
  • THS
  • NEWR
  • FIS
  • MRCY
  • SPY
  • LH
Jana Partners LLC's Q2 2023 Portfolio
Filing on Aug 08, 2023 Q2 2023

Vigilant Capital Management, LLC

  • AAPL
  • MSFT
  • JPM
  • ACN
  • V
  • ABT
  • UNH
Vigilant Capital Management, LLC's Q2 2023 Portfolio
Filing on Nov 14, 2022 Q3 2022

Corient Capital Partners, LLC

  • VOOG
  • MSFT
  • IVV
  • AAPL
  • GOOG
  • VEA
  • MDY
Corient Capital Partners, LLC's Q3 2022 Portfolio
Filing on Oct 31, 2025 Q3 2025

Alaska Permanent Capital Management

  • SPY
  • IJH
  • BND
  • IEFA
  • NFRA
  • IVV
  • BNDX
Alaska Permanent Capital Management's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Nwam LLC

  • MSFT
  • AAPL
  • NVDA
  • VUG
  • VTV
  • AMZN
  • AVGO
Nwam LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Sourcerock Group LLC

  • AR
  • CRC
  • TALO
  • CHRD
  • CENX
  • PTEN
  • BTU
Sourcerock Group LLC's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Verus Capital Partners, LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • AMD
  • GOF
  • SPYG
Verus Capital Partners, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Litman Gregory Wealth Management LLC

  • IVV
  • VOO
  • VEA
  • IDEV
  • VTI
  • VWO
  • IJH
Litman Gregory Wealth Management LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Pro Vise Management Group, LLC

  • DGRO
  • MSFT
  • GOOG
  • IWY
  • BRK-B
  • JPM
  • SPDW
Pro Vise Management Group, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Eco R1 Capital, LLC

  • QURE
  • JAZZ
  • CRNX
  • CRSP
  • TNGX
  • ORIC
  • APLS
Eco R1 Capital, LLC's Q3 2025 Portfolio
Filing on Nov 05, 2025 Q3 2025
Filing on Nov 14, 2025 Q3 2025

Hmi Capital Management, L.P.

  • GTLB
  • CPNG
  • NCNO
  • TOST
  • NICE
  • WDAY
  • OWL
Hmi Capital Management, L.P.'s Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Bramshill Investments, LLC

  • SHYG
  • PFF
  • TLT
  • NEAR
  • MINT
  • SLQD
  • GSY
Bramshill Investments, LLC's Q3 2025 Portfolio
Filing on Feb 07, 2023 Q4 2022

Gamble Jones Investment Counsel

  • PG
  • AAPL
  • MSFT
  • TXN
  • GOOGL
  • BRK-B
  • AMZN
Gamble Jones Investment Counsel's Q4 2022 Portfolio
Filing on Jan 15, 2026 Q4 2025

Silver Oak Securities, Inc

  • FTCS
  • CGUS
  • AAPL
  • CDC
  • CGDV
  • NVDA
  • RDVY
Silver Oak Securities, Inc's Q4 2025 Portfolio
Filing on Jan 12, 2026 Q4 2025

Schaper Benz & Wise Investment Counsel Inc

  • AAPL
  • GOOG
  • CSCO
  • AXP
  • WAT
  • SYK
  • GOOGL
Schaper Benz & Wise Investment Counsel Inc's Q4 2025 Portfolio
Filing on Nov 07, 2025 Q3 2025

Hardy Reed LLC

  • VTI
  • VOO
  • IXUS
  • JPM
  • BNDX
  • FNDF
  • AAPL
Hardy Reed LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

1607 Capital Partners, LLC

  • EUFN
  • BKLN
  • GOVT
  • USHY
  • FEZ
  • BBJP
  • EWJ
1607 Capital Partners, LLC's Q3 2025 Portfolio