Filing on Nov 19, 2025 Q3 2025

Crown Advisors Management, Inc.

  • FIX
  • NVDA
  • BBW
  • LOPE
  • AGM
  • FCFS
  • STRL
Crown Advisors Management, Inc.'s Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Mountaineer Partners Management, LLC

  • CENX
  • HBM
  • CSTM
  • ATI
  • FCX
  • ENTG
  • VSH
Mountaineer Partners Management, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Kopp Family Office, LLC

  • VEA
  • VWO
  • RSP
  • IJH
  • AGG
  • XMTR
  • FIVN
Kopp Family Office, LLC's Q3 2025 Portfolio
Filing on Jul 25, 2022 Q2 2022

Hc Financial Advisors Inc

  • AAPL
  • V
  • TOTL
  • MSFT
  • NFRA
  • BNL
  • ADP
Hc Financial Advisors Inc's Q2 2022 Portfolio
Filing on Nov 14, 2025 Q3 2025

5 Am Venture Management, LLC

  • TRDA
  • PHVS
  • CNTA
  • VRDN
  • EYPT
  • TYRA
  • CLDX
5 Am Venture Management, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2023 Q3 2023

Hall Private Wealth Advisors

  • AAPL
  • CWB
  • DLR
  • VGT
  • AMZN
  • COST
  • IRM
Hall Private Wealth Advisors's Q3 2023 Portfolio
Filing on Nov 07, 2025 Q3 2025

Summer Road LLC

  • OCUL
  • GDXJ
  • GDX
  • GRBK
  • GOOGL
  • CTRE
  • CDE
Summer Road LLC's Q3 2025 Portfolio
Filing on Oct 29, 2025 Q3 2025

Dynamic Wealth Strategies, LLC

  • IGM
  • BND
  • VTV
  • SGOV
  • VGIT
  • VMBS
  • SPHQ
Dynamic Wealth Strategies, LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Minerva Advisors LLC

  • GLDD
  • TG
  • EML
  • VIRC
  • INFU
  • ATRO
  • ESCA
Minerva Advisors LLC's Q3 2025 Portfolio
Filing on Oct 27, 2025 Q3 2025

Primoris Wealth Advisors, LLC

  • FTEC
  • VOO
  • META
  • FBND
  • AAPL
  • IWM
  • PLTR
Primoris Wealth Advisors, LLC's Q3 2025 Portfolio
Filing on Aug 04, 2023 Q2 2023

Lapides Asset Management, LLC

  • EEFT
  • IWM
  • KN
  • CRTO
  • ITGR
  • ADT
  • ADTN
Lapides Asset Management, LLC's Q2 2023 Portfolio
Filing on Jul 01, 2025 Q2 2025

Pensionfund Dsm Netherlands

  • PLD
  • EQIX
  • WELL
  • DLR
  • O
  • SPG
  • PSA
Pensionfund Dsm Netherlands's Q2 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Spectrum Planning & Advisory Services Inc.

  • SGOV
  • JPST
  • DYNF
  • QUAL
  • EFV
  • IVW
  • BIL
Spectrum Planning & Advisory Services Inc.'s Q3 2025 Portfolio
Filing on May 02, 2024 Q1 2024

Mc Kinley Alaska Private Investment, LLC

Mc Kinley Alaska Private Investment, LLC's Q1 2024 Portfolio
Filing on Oct 14, 2025 Q3 2025

Kopion Asset Management, LLC

  • PRO
  • NICE
  • TRUP
  • FTI
  • BWA
  • VRNS
  • CGNX
Kopion Asset Management, LLC's Q3 2025 Portfolio
Filing on Nov 03, 2025 Q3 2025

Gagnon Advisors, LLC

  • AMRC
  • FRSH
  • AL
  • EPD
  • EQIX
  • NVGS
  • CDNA
Gagnon Advisors, LLC's Q3 2025 Portfolio
Filing on Jul 31, 2023 Q2 2023

Bms Financial Advisors, LLC

  • IVV
  • QQEW
  • DLN
  • SPTI
  • SPGP
  • IUSB
  • BSV
Bms Financial Advisors, LLC's Q2 2023 Portfolio
Filing on Oct 23, 2025 Q3 2025

Palouse Capital Management, Inc.

  • MSFT
  • NTAP
  • BIL
  • BKR
  • UNH
  • HBAN
  • C
Palouse Capital Management, Inc.'s Q3 2025 Portfolio