Filing on Oct 24, 2025 Q3 2025

Williams Financial, LLC

  • SCHO
  • JPIE
  • SPYV
  • DBEF
  • IVV
  • AAPL
  • XOM
Williams Financial, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2022 Q3 2022

Sarissa Consulting LLC

  • Y
  • NLSN
  • CTXS
  • CHNG
  • ATVI
  • AVLR
  • ROG
Sarissa Consulting LLC's Q3 2022 Portfolio
Filing on Feb 14, 2023 Q4 2022

Momentum Advisors, LLC

  • VOO
  • SPY
  • AAPL
  • VIG
  • VTV
  • VB
  • SCHD
Momentum Advisors, LLC's Q4 2022 Portfolio
Filing on Nov 13, 2025 Q3 2025

Marathon Partners Equity Management, LLC

  • RELY
  • META
  • UBER
  • XMTR
  • HSIC
  • RELY
  • SXT
Marathon Partners Equity Management, LLC's Q3 2025 Portfolio
Filing on Oct 27, 2025 Q3 2025

Caldwell Investment Management Ltd.

  • CBOE
  • ICE
  • AEM
  • STN
  • AGI
  • JPM
  • BABA
Caldwell Investment Management Ltd.'s Q3 2025 Portfolio
Filing on Apr 29, 2024 Q1 2024

Page Arthur B

  • MSFT
  • AMD
  • MA
  • GOOGL
  • AAPL
  • ADP
  • ADI
Page Arthur B's Q1 2024 Portfolio
Filing on Nov 03, 2025 Q3 2025

Cypress Capital Management LLC (Wy)

  • AAPL
  • ETY
  • QQQX
  • COST
  • BGR
  • PM
  • IJT
Cypress Capital Management LLC (Wy)'s Q3 2025 Portfolio
Filing on Nov 14, 2023 Q3 2023

Ah Equity Partners Lsv Ii, L.L.C.

  • HOOD
  • EQRX
  • NAUT
  • ERAS
Ah Equity Partners Lsv Ii, L.L.C.'s Q3 2023 Portfolio
Filing on Oct 21, 2025 Q3 2025

Western Pacific Wealth Management, LP

  • AAPL
  • VIG
  • VYM
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
Western Pacific Wealth Management, LP's Q3 2025 Portfolio
Filing on Feb 13, 2025 Q4 2024

Mesirow Financial Investment Management Equity & Fixed Income

  • VOO
  • JNK
  • HYG
  • VEA
  • VONV
  • VO
  • IVOO
Mesirow Financial Investment Management Equity & Fixed Income's Q4 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Alpha Square Group S, LLC

  • QQQ
  • OSCR
  • AVDX
  • EDV
  • NVDA
  • GLD
  • IEI
Alpha Square Group S, LLC's Q3 2024 Portfolio
Filing on Nov 14, 2025 Q3 2025
Filing on Oct 31, 2025 Q3 2025

Bg Investment Services, Inc.

  • FBND
  • IVV
  • FBCG
  • IEFA
  • FDVV
  • JEPI
  • IWD
Bg Investment Services, Inc.'s Q3 2025 Portfolio
Filing on Nov 14, 2022 Q3 2022

Ah Equity Partners Bio Iii, L.L.C.

  • EQRX
Ah Equity Partners Bio Iii, L.L.C.'s Q3 2022 Portfolio
Filing on Oct 31, 2023 Q3 2023

Golden Green, Inc.

  • AAPL
  • MLPX
  • AMLP
  • AMZA
  • MLPA
  • PFF
  • PGX
Golden Green, Inc.'s Q3 2023 Portfolio
Filing on Nov 14, 2025 Q3 2025

Jabodon Pt CO

  • SPY
  • APTMW
Jabodon Pt CO's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Private Harbour Investment Management & Counsel, LLC

  • IAU
  • NVDA
  • MSFT
  • SLV
  • XOM
  • AAPL
  • PDBC
Private Harbour Investment Management & Counsel, LLC's Q3 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Cpr Investments Inc.

  • QQQ
  • IYW
  • VOO
  • GLD
  • BIL
  • IAU
  • IEF
Cpr Investments Inc.'s Q3 2025 Portfolio