Filing on May 13, 2025 Q1 2025

Eldridge Investment Advisors, Inc.

  • ITOT
  • IVV
  • SPLG
  • QQQ
  • JEPQ
  • BBJP
  • JHMM
Eldridge Investment Advisors, Inc.'s Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Westchester Capital Management, Inc.

  • AAPL
  • BRK-B
  • MSFT
  • WMT
  • ABBV
  • JPM
  • CAT
Westchester Capital Management, Inc.'s Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Gifford Fong Associates

  • NVDA
  • AMZN
  • AAPL
  • BRK-B
  • META
  • MSFT
  • CRM
Gifford Fong Associates's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Clearstead Trust, LLC

  • QQQ
  • QLD
  • MSFT
  • AAPL
  • BIL
  • AMZN
  • NVDA
Clearstead Trust, LLC's Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Mfa Wealth Advisors, LLC

  • BIV
  • SCHD
  • FNDF
  • IGIB
  • FLRN
  • MGV
  • AVUV
Mfa Wealth Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Spence Asset Management

  • V
  • MA
  • TYL
  • ISRG
  • AMZN
  • GS
  • MSFT
Spence Asset Management's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Altrius Capital Management Inc

  • BTI
  • ABEV
  • TTE
  • BBVA
  • BP
  • SNY
  • NVS
Altrius Capital Management Inc's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Juniper Hill Capital Management LP

  • SPY
  • AGG
  • IEF
  • QQQ
Juniper Hill Capital Management LP's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Singapore Technologies Telemedia Pte LTD

  • GDS
Singapore Technologies Telemedia Pte LTD's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Capricorn Investment Group LLC

  • JOBY
  • QS
  • TSLA
  • PL
  • NVTS
  • ORCC
Capricorn Investment Group LLC's Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Essex Savings Bank

  • AAPL
  • CVX
  • XOM
  • ADP
  • BRK-A
  • JNJ
  • MSFT
Essex Savings Bank's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Alpine Woods Capital Investors, LLC

  • SPY
  • WFC
  • AVGO
  • AAPL
  • JPM
  • MSFT
  • GOOG
Alpine Woods Capital Investors, LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Ashford Advisors, LLC

  • IVV
  • FNDX
  • VTI
  • SCHX
  • SCHB
  • ACWI
  • ESGV
Ashford Advisors, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Fifthdelta LTD

  • ON
  • VC
  • HUN
  • BWA
  • TSM
  • QCOM
  • DOW
Fifthdelta LTD's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Shayne & Co., LLC

  • BRK-B
  • BRK-A
  • HCA
  • SYY
  • VTI
  • AXP
  • MSFT
Shayne & Co., LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Lingohr & Partner Asset Management Gmb H

  • BRK-B
  • MSFT
  • GOOGL
  • T
  • ORCL
  • DELL
  • DOX
Lingohr & Partner Asset Management Gmb H's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Park Presidio Capital LLC

  • VMC
  • META
  • MA
  • AMZN
  • JBHT
  • WAB
  • GNRC
Park Presidio Capital LLC's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Shelter Mutual Insurance CO

  • BRK-A
  • VXUS
  • USIG
  • WMT
  • V
  • VRTX
  • CME
Shelter Mutual Insurance CO's Q1 2025 Portfolio