Filing on Nov 12, 2025 Q3 2025

Intrinsic Edge Capital Management LLC

  • GLW
  • POWL
  • CSGP
  • HOOD
  • ATEC
  • WLY
  • GLD
Intrinsic Edge Capital Management LLC's Q3 2025 Portfolio
Filing on Oct 27, 2025 Q3 2025

Schmidt P J Investment Management Inc

  • MSFT
  • AAPL
  • AVGO
  • IGIB
  • GOOG
  • GOVT
  • SNDR
Schmidt P J Investment Management Inc's Q3 2025 Portfolio
Filing on Jan 13, 2026 Q4 2025

Ifg Advisors, LLC

  • SPY
  • VOO
  • EFA
  • IJR
  • QQQ
  • QQQM
  • MDY
Ifg Advisors, LLC's Q4 2025 Portfolio
Filing on Jan 08, 2026 Q4 2025

Oliver Luxxe Assets LLC

  • GLD
  • GOOGL
  • MS
  • C
  • MMM
  • PM
  • GE
Oliver Luxxe Assets LLC's Q4 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Pier Capital, LLC

  • MIR
  • SITM
  • AEHR
  • HXL
  • PWP
  • MC
  • LNN
Pier Capital, LLC's Q3 2025 Portfolio
Filing on Oct 09, 2025 Q3 2025

Secure Asset Management, LLC

  • VGIT
  • NVDA
  • VOO
  • AAPL
  • QQQM
  • IVV
  • SRLN
Secure Asset Management, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Water Island Capital LLC

  • CYBR
  • VRNT
  • NSC
  • VRNA
  • AVDX
  • INFA
  • VBTX
Water Island Capital LLC's Q3 2025 Portfolio
Filing on Jan 11, 2024 Q4 2023

Resource Consulting Group Inc

  • DFUV
  • DFAT
  • DFIV
  • QUAL
  • DFAS
  • IGSB
  • BRK-A
Resource Consulting Group Inc's Q4 2023 Portfolio
Filing on Oct 20, 2025 Q3 2025

Armbruster Capital Management, Inc.

  • VFVA
  • MTUM
  • SPLV
  • RPV
  • QUAL
  • VFQY
  • IVLU
Armbruster Capital Management, Inc.'s Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Ug Investment Advisers Ltd.

  • BABA
  • QCOM
  • MU
  • BEKE
  • VCSH
  • NVDA
  • AMKR
Ug Investment Advisers Ltd.'s Q3 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Capital Insight Partners, LLC

  • PRAY
  • AGG
  • IVV
  • NVDA
  • XLK
  • IXUS
  • VMBS
Capital Insight Partners, LLC's Q3 2025 Portfolio
Filing on Oct 31, 2025 Q3 2025

One Ascent Financial Services LLC

  • OACP
  • NVDA
  • AAPL
  • VOO
  • IBD
  • VTI
  • BRK-B
One Ascent Financial Services LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Laird Norton Trust Company, LLC

  • MSFT
  • VEU
  • VTI
  • VWO
  • VEA
  • AAPL
  • IVW
Laird Norton Trust Company, LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Aip, LLC

  • VVX
  • TWI
Aip, LLC's Q3 2025 Portfolio
Filing on Oct 27, 2025 Q3 2025

Walter Public Investments Inc.

  • MSFT
  • TSM
  • AZO
  • GOOG
  • MA
  • BJ
  • META
Walter Public Investments Inc.'s Q3 2025 Portfolio
Filing on Feb 13, 2025 Q4 2024

Peninsula Wealth, LLC

  • SNOW
  • IVW
  • ORCL
  • VUG
  • IVE
  • VTV
  • NVDA
Peninsula Wealth, LLC's Q4 2024 Portfolio
Filing on Nov 13, 2025 Q3 2025

Te Ahumairangi Investment Management LTD

  • MSFT
  • VZ
  • AAPL
  • GOOGL
  • RE
  • META
  • VRSN
Te Ahumairangi Investment Management LTD's Q3 2025 Portfolio
Filing on Jan 09, 2026 Q4 2025

Dudley & Shanley, Inc.

  • WPM
  • APH
  • V
  • AON
  • SCI
  • ADI
  • ECL
Dudley & Shanley, Inc.'s Q4 2025 Portfolio