Filing on Nov 04, 2025 Q3 2025

Columbia Asset Management

  • AAPL
  • MSFT
  • ERIE
  • GOOGL
  • AMZN
  • AVGO
  • V
Columbia Asset Management's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Kesler, Norman & Wride, LLC

  • KR
  • SPY
  • MSFT
  • AAPL
  • NVDA
  • AVGO
  • COST
Kesler, Norman & Wride, LLC's Q3 2025 Portfolio
Filing on Nov 05, 2025 Q3 2025

Key F Inancial Inc

  • AAPL
  • DOL
  • DNL
  • SLYV
  • GOVT
  • EES
  • MSFT
Key F Inancial Inc's Q3 2025 Portfolio
Filing on Oct 22, 2025 Q3 2025

Ellis Investment Partners, LLC

  • VUG
  • RNP
  • DVY
  • QQQ
  • AAPL
  • SPY
  • IJS
Ellis Investment Partners, LLC's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Liberty Capital Management, Inc.

  • VTI
  • AAPL
  • NVDA
  • GOOGL
  • COST
  • AMZN
  • INTU
Liberty Capital Management, Inc.'s Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Hazelview Securities Inc.

  • PLD
  • DLR
  • WELL
  • EQIX
  • SPG
  • EQR
  • SNDA
Hazelview Securities Inc.'s Q3 2025 Portfolio
Filing on Jan 15, 2026 Q4 2025

Independent Investors Inc

  • AAPL
  • MSFT
  • JPM
  • JNJ
  • ABBV
  • AMGN
  • WAT
Independent Investors Inc's Q4 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

12th Street Asset Management Company, LLC

  • BIL
  • CLH
  • AZO
  • KEX
  • LKQ
  • PNFP
  • CIEN
12th Street Asset Management Company, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Brasada Capital Management, LP

  • MSFT
  • BIL
  • GOOGL
  • WCN
  • IDXX
  • AMZN
  • COST
Brasada Capital Management, LP's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Clearstead Trust, LLC

  • QQQ
  • QLD
  • MSFT
  • AAPL
  • NVDA
  • AVGO
  • GOOGL
Clearstead Trust, LLC's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

First National Bank & Trust CO Of Newtown

  • VTI
  • VCSH
  • AAPL
  • BIV
  • DVY
  • IEFA
  • MSFT
First National Bank & Trust CO Of Newtown's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Sky Oak Wealth, LLC

  • JPST
  • SPYV
  • SCHG
  • AAPL
  • IUSV
  • IEFA
  • SPLG
Sky Oak Wealth, LLC's Q3 2025 Portfolio
Filing on Jan 16, 2026 Q4 2025

Sws Partners

  • IVV
  • HDEF
  • FNF
  • MUB
  • DIS
  • SCHR
  • TFI
Sws Partners's Q4 2025 Portfolio
Filing on Oct 04, 2024 Q3 2024

Lwmg, LLC

  • DGRO
  • VEA
  • IWF
  • IVV
  • QQQ
  • IWD
  • VO
Lwmg, LLC's Q3 2024 Portfolio
Filing on Oct 22, 2025 Q3 2025

Abundance Wealth Counselors

  • IVV
  • ACWX
  • BCI
  • PCT
  • IEFA
  • NVDA
  • AAPL
Abundance Wealth Counselors's Q3 2025 Portfolio
Filing on Jan 06, 2026 Q4 2025

Investors Research Corp

  • IWY
  • SPYG
  • SCHX
  • SPLG
  • VV
  • FTCS
  • OEF
Investors Research Corp's Q4 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Trigran Investments, Inc.

  • MTRN
  • THRM
  • MDXG
  • SONO
  • EXTR
  • SYNA
  • NPO
Trigran Investments, Inc.'s Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Fora Capital, LLC

  • MSFT
  • NVDA
  • GOOGL
  • APP
  • PLTR
  • FISV
  • HOOD
Fora Capital, LLC's Q3 2025 Portfolio