Filing on May 13, 2025 Q1 2025

Stone Point Capital LLC

  • ESGR
  • AXS
  • ECC
Stone Point Capital LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Graham Holdings CO Master Retirement Trust

  • BRK-A
  • MKL
Graham Holdings CO Master Retirement Trust's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Private Capital Management, LLC

  • QNST
  • LNTH
  • HROW
  • BBSI
  • ASUR
  • KKR
  • PWFL
Private Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 28, 2025 Q1 2025

Alley Investment Management Company, LLC

  • JPM
  • AAPL
  • AMP
  • PM
  • PAYX
  • ABBV
  • MSFT
Alley Investment Management Company, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Parkman Healthcare Partners LLC

  • PODD
  • CVS
  • LLY
  • SYK
  • THC
  • BDX
  • UNH
Parkman Healthcare Partners LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Atom Investors LP

  • IWN
  • XLF
  • AWK
  • IEX
  • BC
  • GWW
  • RF
Atom Investors LP's Q1 2025 Portfolio
Filing on Apr 08, 2025 Q1 2025

Burns J W & CO Inc

  • AAPL
  • MSFT
  • V
  • AMZN
  • BRK-B
  • GOOG
  • QQQ
Burns J W & CO Inc's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

May Tech Global Investments, LLC

  • NVDA
  • META
  • AMZN
  • MELI
  • AAPL
  • GOOG
  • MA
May Tech Global Investments, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025
Filing on May 28, 2025 Q1 2025

Silicon Valley Capital Partners

  • SPY
  • QQQ
  • VGT
  • AAPL
  • GOOGL
  • MSFT
  • NVDA
Silicon Valley Capital Partners's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Inspire Advisors, LLC

  • WWJD
  • IBD
  • RISN
  • ISMD
  • USFR
  • BIBL
  • BKLN
Inspire Advisors, LLC's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

James Investment Research Inc

  • AAPL
  • MSFT
  • NVDA
  • IAU
  • GOOGL
  • JPM
  • WMT
James Investment Research Inc's Q1 2025 Portfolio
Filing on Apr 10, 2025 Q1 2025

Financial Management Professionals, Inc.

  • GSLC
  • DFAI
  • SCHG
  • JHMM
  • SCHX
  • GSIE
  • BND
Financial Management Professionals, Inc.'s Q1 2025 Portfolio
Filing on Apr 17, 2025 Q1 2025

Traphagen Investment Advisors LLC

  • IVV
  • AVUS
  • GRID
  • VGIT
  • JAAA
  • TPYP
  • AAPL
Traphagen Investment Advisors LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Perseverance Asset Management International

  • HTHT
  • PDD
  • BEKE
  • YUMC
  • BZ
  • TCOM
  • TME
Perseverance Asset Management International's Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Institute For Wealth Management, Llc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • QQQ
  • META
  • AXON
Institute For Wealth Management, Llc.'s Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Total Investment Management Inc

  • SCHQ
  • BKUI
  • SPY
  • EEM
  • BKAG
  • FNK
  • QQQE
Total Investment Management Inc's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Nwi Management LP

  • NTRA
  • MELI
  • META
  • YPF
  • GOOG
  • INSM
  • AMZN
Nwi Management LP's Q1 2025 Portfolio