Filing on Jul 30, 2025 Q2 2025

Fny Investment Advisers, LLC

  • BPMC
  • VOD
  • ERIC
  • CDRO
  • NVDA
  • JNPR
  • K
Fny Investment Advisers, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Pennant Investors, LP

  • MSFT
  • SATS
  • TDG
  • AR
  • AMZN
  • VRT
  • CHK
Pennant Investors, LP's Q2 2025 Portfolio
Filing on Jul 24, 2025 Q2 2025

True Wind Capital Management, L.P.

  • CLBT
  • LPRO
True Wind Capital Management, L.P.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Bruce & Co., Inc.

  • ALL
  • ABBV
  • AER
  • DUK
  • T
  • ABT
  • CMS
Bruce & Co., Inc.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Thrive Capital Management, LLC

  • OSCR
  • CVNA
  • VMEO
Thrive Capital Management, LLC's Q2 2025 Portfolio
Filing on Jul 08, 2025 Q2 2025

Act Wealth Management, LLC

  • VXF
  • VYM
  • IWB
  • GLD
  • CEMB
  • SCHF
  • HEFA
Act Wealth Management, LLC's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Hall Capital Management CO Inc

  • MSFT
  • VCIT
  • VO
  • VEU
  • IGSB
  • JPM
  • AAPL
Hall Capital Management CO Inc's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Juniper Investment Company, LLC

  • AORT
  • LINC
  • BVS
  • OFIX
  • AMOT
  • TWIN
  • ALOT
Juniper Investment Company, LLC's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Legacy Cg, LLC

  • BBEU
  • USMC
  • FLMI
  • AMZN
  • JPST
  • ORCL
  • MSFT
Legacy Cg, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Dc Investments Management, LLC

  • VT
  • PARR
  • GOGO
  • EQT
  • WSC
  • PDM
  • AR
Dc Investments Management, LLC's Q2 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Iron Bridge Private Wealth, LLC

  • NVDA
  • IWM
  • IJH
  • AMLP
  • JPST
  • SPY
  • IGV
Iron Bridge Private Wealth, LLC's Q1 2025 Portfolio
Filing on Jul 09, 2025 Q2 2025

Charlie Munger

Daily Journal Corp
  • WFC
  • BAC
  • BABA
  • USB
Charlie Munger's Q2 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Phoenix Wealth Advisors

  • JPST
  • VEA
  • ISCF
  • MSFT
  • JMST
  • GOVT
  • DIVO
Phoenix Wealth Advisors's Q2 2025 Portfolio
Filing on Jul 25, 2025 Q2 2025

Landmark Wealth Management, LLC

  • VOO
  • NOBL
  • VIGI
  • HFXI
  • JCPB
  • IJR
  • TOTR
Landmark Wealth Management, LLC's Q2 2025 Portfolio
Filing on Jul 29, 2025 Q2 2025

Orin Green Financial, LLC

  • IVV
  • VEA
  • IJH
  • CMF
  • QCOM
  • MUB
  • EFA
Orin Green Financial, LLC's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Kessler Investment Group, LLC

  • PLTR
  • CRWD
  • HOOD
  • GOOGL
  • DELL
  • UBER
  • NVDA
Kessler Investment Group, LLC's Q2 2025 Portfolio
Filing on Aug 04, 2025 Q2 2025

Murphy Pohlad Asset Management LLC

  • TRV
  • BRK-B
  • AEM
  • CTVA
  • COP
  • MSFT
  • MDT
Murphy Pohlad Asset Management LLC's Q2 2025 Portfolio
Filing on Jul 21, 2025 Q2 2025

Silver Lake Advisory, LLC

  • BRK-B
  • CSCO
  • ABBV
  • VIGI
  • ABT
  • PAYX
  • KMI
Silver Lake Advisory, LLC's Q2 2025 Portfolio