Filing on Nov 13, 2025 Q3 2025

Bain Capital Credit, LP

  • BCSF
  • BKLN
  • HYG
  • AMBC
  • ASTL
  • SRLN
Bain Capital Credit, LP's Q3 2025 Portfolio
Filing on Nov 05, 2025 Q3 2025

Bond & Devick Financial Network, Inc.

  • EQWL
  • ESGD
  • JCPB
  • SCHZ
  • SCHB
  • IEI
  • IWY
Bond & Devick Financial Network, Inc.'s Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Hayek Kallen Investment Management

  • AAPL
  • MSFT
  • BRK-B
  • GOOGL
  • NVDA
  • WMT
  • ORCL
Hayek Kallen Investment Management's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Vectors Research Management, LLC

  • RSP
  • IEI
  • VMBS
  • MSFT
  • ORCL
  • AAPL
  • BND
Vectors Research Management, LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Carmel Capital Management L.L.C.

  • VST
  • AVGO
  • JPM
  • AMAT
  • C
  • KLAC
  • NXPI
Carmel Capital Management L.L.C.'s Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Rhino Investment Partners, Inc

  • SFNC
  • TFC
  • HOPE
  • KEY
  • HAFC
  • ASB
  • BPOP
Rhino Investment Partners, Inc's Q3 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Intergy Private Wealth, LLC

  • QQQ
  • SCHD
  • VEA
  • SCHF
  • VV
  • AVDV
  • VUG
Intergy Private Wealth, LLC's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Aimz Investment Advisors, LLC

  • AAPL
  • META
  • MSFT
  • GOOG
  • GOOGL
  • QCOM
  • VRTX
Aimz Investment Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 20, 2023 Q3 2023

Steward Financial Group LLC

  • TFLO
  • DFAC
  • DFUV
  • DFIC
  • DFAT
  • PFEB
  • DFEM
Steward Financial Group LLC's Q3 2023 Portfolio
Filing on Nov 05, 2025 Q3 2025

Aft, Forsyth & Sober, LLC

  • QQQ
  • NVDA
  • SPY
  • RSP
  • FRI
  • MSFT
  • PLTR
Aft, Forsyth & Sober, LLC's Q3 2025 Portfolio
Filing on Oct 29, 2025 Q3 2025

Capital Advisory Group Advisory Services, LLC

  • SPY
  • QQQ
  • SPTM
  • FLOT
  • SPYV
  • SPYG
  • FLRN
Capital Advisory Group Advisory Services, LLC's Q3 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Shayne & Co., LLC

  • BRK-B
  • HCA
  • BRK-A
  • VTI
  • SYY
  • AXP
  • MSFT
Shayne & Co., LLC's Q3 2025 Portfolio
Filing on Nov 03, 2025 Q3 2025

Adamsbrown Wealth Consultants LLC

  • CGGR
  • CGCP
  • QQQM
  • IDMO
  • BRK-B
  • SCHE
  • SCHD
Adamsbrown Wealth Consultants LLC's Q3 2025 Portfolio
Filing on Oct 29, 2025 Q3 2025

Whelan Financial

  • QQQM
  • SCHD
  • VB
  • VNQ
  • VTIP
  • VCSH
  • BND
Whelan Financial's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

11 Capital Partners LP

  • GE
  • PWR
  • TT
  • MSFT
  • DHR
  • AJG
  • AMZN
11 Capital Partners LP's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Bdt Capital Partners, LLC

  • UA
Bdt Capital Partners, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Pya Waltman Capital, LLC

  • BRK-B
  • POST
  • MKL
  • GOOGL
  • CEF
  • TDG
  • AMZN
Pya Waltman Capital, LLC's Q3 2025 Portfolio
Filing on Oct 27, 2025 Q3 2025

Henry James International Management Inc.

  • SHOP
  • RYCEY
  • UBS
  • ASML
  • SAP
  • IHG
  • AER
Henry James International Management Inc.'s Q3 2025 Portfolio