Filing on Dec 17, 2025 Q3 2025

Strategic Investment Advisors

  • VGT
  • VTI
  • EMB
  • VEA
  • VUG
  • VTV
  • VOO
Strategic Investment Advisors 's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Atalan Capital Partners, LP

  • APH
  • WTW
  • STX
  • SPGI
  • MA
  • WDC
  • USFD
Atalan Capital Partners, LP's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Campbell Newman Asset Management Inc

  • MSFT
  • AAPL
  • AVGO
  • KLAC
  • APH
  • ETN
  • MA
Campbell Newman Asset Management Inc's Q3 2025 Portfolio
Filing on Oct 20, 2025 Q3 2025

Pinnacle Wealth Management Advisory Group, LLC

  • AAPL
  • VTI
  • QUAL
  • MSFT
  • VYM
  • VB
  • QQQ
Pinnacle Wealth Management Advisory Group, LLC's Q3 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Marco Investment Management LLC

  • AVGO
  • AAPL
  • JPM
  • MSFT
  • COST
  • GS
  • CAT
Marco Investment Management LLC's Q3 2025 Portfolio
Filing on Nov 03, 2025 Q3 2025

Novare Capital Management LLC

  • SPY
  • MSFT
  • AAPL
  • IVV
  • AVGO
  • GOOGL
  • NVDA
Novare Capital Management LLC's Q3 2025 Portfolio
Filing on Jan 09, 2024 Q4 2023

Dfpg Investments, LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • INDA
  • IVV
  • BND
Dfpg Investments, LLC's Q4 2023 Portfolio
Filing on Nov 14, 2025 Q3 2025

Eversept Partners, LP

  • QQQ
  • UTHR
  • NTRA
  • VERA
  • SNDX
  • QURE
  • PCVX
Eversept Partners, LP's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Ycg, LLC

  • MSFT
  • MA
  • MCO
  • AMZN
  • FICO
  • MSCI
  • GOOG
Ycg, LLC's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Quinn Opportunity Partners LLC

  • EA
  • CMCSA
  • PTON
  • ABNB
  • GOOGL
  • NYT
  • MAA
Quinn Opportunity Partners LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

London & Capital Asset Management LTD

  • MSFT
  • GOOG
  • GLD
  • AMZN
  • IBM
  • TMO
  • V
London & Capital Asset Management LTD's Q3 2025 Portfolio
Filing on Feb 13, 2025 Q4 2024

Natixis Investment Managers International

  • PG
  • LLY
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • DIS
Natixis Investment Managers International's Q4 2024 Portfolio
Filing on Oct 29, 2025 Q3 2025

Mill Capital Management, LLC

  • AAPL
  • MSFT
  • BRK-A
  • GOOG
  • V
  • JPM
  • AMZN
Mill Capital Management, LLC's Q3 2025 Portfolio
Filing on Jan 15, 2026 Q4 2025

Weatherly Asset Management L. P.

  • LLY
  • AAPL
  • AMZN
  • MSFT
  • NFLX
  • FBND
  • JMST
Weatherly Asset Management L. P.'s Q4 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Harbor Capital Advisors, Inc.

  • IVV
  • EEM
  • EFA
  • NVDA
  • GOOGL
  • MSFT
  • AAPL
Harbor Capital Advisors, Inc.'s Q3 2025 Portfolio
Filing on Oct 28, 2022 Q3 2022

Sadoff Investment Management LLC

  • MCK
  • TMUS
  • MSI
  • MS
  • WM
  • HD
  • SCHW
Sadoff Investment Management LLC's Q3 2022 Portfolio
Filing on Nov 19, 2025 Q3 2025

Sunbelt Securities, Inc.

  • XOM
  • NVDA
  • MSFT
  • AAPL
  • IAU
  • AVGO
  • IVW
Sunbelt Securities, Inc.'s Q3 2025 Portfolio
Filing on Nov 07, 2025 Q3 2025

Cohalo Advisory LLC

  • GAA
  • ACWF
  • GBIL
  • SGOV
  • GVIP
  • COST
  • AMZN
Cohalo Advisory LLC's Q3 2025 Portfolio