Filing on Dec 08, 2023 Q3 2023

Palladiem, LLC

  • KMLM
  • EUSA
  • BIL
  • AGG
  • SRLN
  • IQLT
  • SCHD
Palladiem, LLC's Q3 2023 Portfolio
Filing on May 15, 2025 Q1 2025

Legion Partners Asset Management, LLC

  • AAP
  • CCO
  • FIVN
  • NNBR
  • PAYO
  • LNDC
Legion Partners Asset Management, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Fulcrum Equity Management

  • ITOT
  • URTH
  • RSP
  • OKE
  • XLK
  • XLC
  • SPY
Fulcrum Equity Management's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Ehp Funds Inc.

  • TLT
  • XLE
  • SMH
  • QQQ
  • XLB
  • XLF
  • BNO
Ehp Funds Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Sectoral Asset Management Inc

  • LLY
  • UNH
  • JNJ
  • GILD
  • AMGN
  • ABBV
  • ISRG
Sectoral Asset Management Inc's Q1 2025 Portfolio
Filing on Apr 16, 2025 Q1 2025

Bts Asset Management, Inc.

  • HYLB
  • JNK
  • IEF
  • USHY
  • TFLO
  • VIG
  • SRLN
Bts Asset Management, Inc.'s Q1 2025 Portfolio
Filing on Feb 07, 2024 Q4 2023

Wall Capital Group, Inc.

  • SPTM
  • SPSM
  • XLK
  • XLF
  • XLY
  • VNQ
  • XLI
Wall Capital Group, Inc.'s Q4 2023 Portfolio
Filing on May 15, 2025 Q1 2025

Foresite Capital Management Iv, LLC

  • PHVS
  • LYEL
  • KURA
  • RLAY
Foresite Capital Management Iv, LLC's Q1 2025 Portfolio
Filing on Feb 12, 2025 Q4 2024

Treynor Bancshares, Inc.

  • FLRN
  • VTI
  • SPTM
  • XLV
  • SPIB
  • DFAX
  • VXUS
Treynor Bancshares, Inc.'s Q4 2024 Portfolio
Filing on Apr 22, 2025 Q1 2025

Private Harbour Investment Management & Counsel, LLC

  • IAU
  • NVDA
  • XOM
  • PDBC
  • MSFT
  • CHKP
  • AAPL
Private Harbour Investment Management & Counsel, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Mountain Lake Investment Management LLC

  • SGOL
  • PHYS
  • CAR
  • AN
  • BLDR
  • ALGT
  • EOG
Mountain Lake Investment Management LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Clientfirst Wealth Management, LLC

  • DDS
  • IWF
  • SPY
  • VOO
  • AAPL
  • IWD
  • IWM
Clientfirst Wealth Management, LLC's Q1 2025 Portfolio
Filing on Apr 08, 2025 Q1 2025

Aju Ib Investment Co., Ltd.

  • ACLX
  • KYMR
  • SEER
  • XLO
  • RLYB
  • STRO
  • RAPT
Aju Ib Investment Co., Ltd.'s Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Bright Futures Wealth Management, Llc.

  • IEI
  • KRE
  • BXMT
  • CALF
  • FLTR
  • AVDV
  • MGK
Bright Futures Wealth Management, Llc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Deep Currents Investment Group LLC

  • WDC
  • SPY
  • TCOM
  • JAZZ
  • JD
  • GPN
  • T
Deep Currents Investment Group LLC's Q1 2025 Portfolio
Filing on Oct 21, 2022 Q3 2022

Nu Wave Investment Management, LLC

  • PGR
  • INTC
  • WM
  • CMCSA
  • MCD
  • GD
  • VZ
Nu Wave Investment Management, LLC's Q3 2022 Portfolio
Filing on May 14, 2025 Q1 2025

In Depth Partners, LLC

  • MSFT
  • TSM
  • AMZN
  • META
  • MELI
  • TTD
  • NU
In Depth Partners, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Yorktown Management & Research CO Inc

  • LPLA
  • AXON
  • CYBR
  • FIX
  • MLI
  • DSGX
  • IESC
Yorktown Management & Research CO Inc's Q1 2025 Portfolio