Filing on Oct 20, 2025 Q3 2025

Northwest Capital Management Inc

  • SCHX
  • AAPL
  • MSFT
  • PG
  • EFV
  • SCHD
  • QUAL
Northwest Capital Management Inc's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Ampfield Management, L.P.

  • TDG
  • ESQ
  • FIVE
  • ROST
Ampfield Management, L.P.'s Q3 2025 Portfolio
Filing on Jul 13, 2022 Q2 2022

Ern LLC

  • AAPL
  • PG
  • MRK
  • PEP
  • CHD
  • BRKB
  • PAYX
Ern LLC's Q2 2022 Portfolio
Filing on Aug 04, 2025 Q2 2025

Covey Capital Advisors, LLC

  • BRK-B
  • KKR
  • V
  • BKNG
  • PGR
  • META
  • GOOGL
Covey Capital Advisors, LLC's Q2 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Credit Capital Investments LLC

  • TSM
  • MU
  • WBD
  • GOOGL
  • VZ
  • FSLR
  • AMZN
Credit Capital Investments LLC's Q3 2025 Portfolio
Filing on Aug 14, 2024 Q2 2024

Invus Financial Advisors, LLC

  • TBLA
  • RCUS
  • IHS
  • ORIC
  • CPNG
  • NVCR
  • IONQ
Invus Financial Advisors, LLC's Q2 2024 Portfolio
Filing on Nov 14, 2023 Q3 2023

Visa Inc.

  • MQ
  • RELY
  • GRAB
  • CDLX
Visa Inc.'s Q3 2023 Portfolio
Filing on Dec 08, 2023 Q3 2023

Palladiem, LLC

  • KMLM
  • EUSA
  • BIL
  • AGG
  • SRLN
  • IQLT
  • SCHD
Palladiem, LLC's Q3 2023 Portfolio
Filing on Oct 23, 2025 Q3 2025

Wedgewood Investors Inc

  • ERIE
  • MSFT
  • NVDA
  • AAPL
  • SPY
  • SCHX
  • GOOG
Wedgewood Investors Inc 's Q3 2025 Portfolio
Filing on Oct 31, 2025 Q3 2025

Shelter Ins Retirement Plan

  • IVV
  • IEFA
  • IEMG
  • BKNG
  • OTIS
  • MKL
  • HAS
Shelter Ins Retirement Plan's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025
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 Nov 10, 2025 Q3 2025

Pinnacle Wealth Management, LLC

  • JEPI
  • SPHY
  • SCHA
  • PLTR
  • APP
  • NVDA
  • SPYG
Pinnacle Wealth Management, LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Ivy Lane Capital Management, LLC

  • GOOG
  • MSFT
  • BLK
  • T
  • BILL
  • UNP
  • Z
Ivy Lane Capital Management, LLC's Q3 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 Nov 13, 2025 Q3 2025

Kize Capital LP

  • CACC
  • CHTR
  • AER
  • BTI
  • CRMT
  • HGV
  • DG
Kize Capital LP's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Ibex Investors LLC

  • MNDY
  • ITRN
  • ELF
  • BRFH
  • MOH
  • CPRT
  • PEP
Ibex Investors LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Arbiter Partners Capital Management LLC

  • TSLA
  • STXS
  • CRBG
  • SNDA
  • SHG
  • GNW
  • OPY
Arbiter Partners Capital Management LLC's Q3 2025 Portfolio