Filing on Oct 15, 2025 Q3 2025

Gemmer Asset Management LLC

  • SCHF
  • SCHV
  • FNDX
  • SCHG
  • BSV
  • NVDA
  • VEA
Gemmer Asset Management LLC's Q3 2025 Portfolio
Filing on Nov 10, 2022 Q3 2022

Ashfield Capital Partners, LLC

  • AAPL
  • MSFT
  • GOOG
  • UNH
  • DHR
  • COST
  • TMO
Ashfield Capital Partners, LLC's Q3 2022 Portfolio
Filing on Nov 12, 2025 Q3 2025

Shufro Rose & CO LLC

  • IBDU
  • GLW
  • IVV
  • MSFT
  • AAPL
  • JPM
  • LLY
Shufro Rose & CO LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Strategic Wealth Partners, Ltd.

  • MSFT
  • MBB
  • AAPL
  • GOOGL
  • SPSB
  • EFA
  • AVGO
Strategic Wealth Partners, Ltd.'s Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Intrust Bank Na

  • VOO
  • IEFA
  • IJH
  • MSFT
  • NVDA
  • VEA
  • VLUE
Intrust Bank Na's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Trust CO Of Virginia

  • AVGO
  • MSFT
  • SPIB
  • VO
  • GVI
  • VB
  • AAPL
Trust CO Of Virginia 's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Pfm Health Sciences, LP

  • LLY
  • THC
  • XBI
  • AXSM
  • MCK
  • PEN
  • UTHR
Pfm Health Sciences, LP's Q3 2025 Portfolio
Filing on Oct 16, 2023 Q3 2023

Rothschild Investment Corp

  • AAPL
  • JPM
  • NVDA
  • GOOGL
  • CVX
  • BX
  • BRK-B
Rothschild Investment Corp 's Q3 2023 Portfolio
Filing on Nov 14, 2025 Q3 2025

Symmetry Investments LP

  • KWEB
  • QQQ
  • AMZN
  • MCD
  • MSFT
  • AMAT
  • MSFT
Symmetry Investments LP's Q3 2025 Portfolio
Filing on Jan 07, 2026 Q4 2025

Magnus Financial Group LLC

  • SPYV
  • VUG
  • IJH
  • AAPL
  • IJR
  • FPE
  • IEMG
Magnus Financial Group LLC's Q4 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Texas Capital Bank Wealth Management Services Inc

  • VOO
  • NVDA
  • IEFA
  • AAPL
  • MSFT
  • IJH
  • IWR
Texas Capital Bank Wealth Management Services Inc's Q3 2025 Portfolio
Filing on Nov 03, 2025 Q3 2025

Stack Financial Management, Inc

  • MSFT
  • WMT
  • BRK-B
  • PWR
  • CRM
  • LHX
  • AEM
Stack Financial Management, Inc's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Headlands Technologies LLC

  • NVDA
  • AMZN
  • HOOD
  • GOOGL
  • ISRG
  • GOOG
  • AAPL
Headlands Technologies LLC's Q3 2025 Portfolio
Filing on Oct 17, 2025 Q3 2025

Austin Private Wealth, LLC

  • SPLG
  • DYNF
  • QUAL
  • IVW
  • XLG
  • IVE
  • EFV
Austin Private Wealth, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Kynam Capital Management, LP

  • CLDX
  • SNDX
  • VERA
  • COGT
  • PCVX
  • VRDN
  • BCRX
Kynam Capital Management, LP's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Institutional Venture Management Xvi, LLC

Institutional Venture Management Xvi, LLC's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Counterpoint Mutual Funds LLC

  • USHY
  • HYG
  • JNK
  • IVV
  • HYD
  • REZI
  • THS
Counterpoint Mutual Funds LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Central Securities Corp

  • GOOGL
  • PGR
  • ADI
  • SCHW
  • COF
  • META
  • MSI
Central Securities Corp's Q3 2025 Portfolio