Filing on Jul 31, 2025 Q2 2025
Filing on Sep 02, 2025 Q2 2025

Gullane Capital, LLC

  • PLTR
Gullane Capital, LLC's Q2 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Mission Hills Financial Advisory, LLC

  • BIZD
  • PCN
  • MINT
  • PDI
  • QYLD
  • RQI
  • QQQ
Mission Hills Financial Advisory, LLC's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Motiv8 Investments LLC

  • SPY
  • POCT
  • PJUL
  • PJAN
  • PAPR
  • BND
  • FJUL
Motiv8 Investments LLC's Q3 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Blue Investment Opportunities, LLC Project Breeze Series 1

Blue Investment Opportunities, LLC Project Breeze Series 1's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

En Cap Energy Capital Fund X, L.P.

  • DVN
En Cap Energy Capital Fund X, L.P.'s Q2 2025 Portfolio
Filing on Oct 08, 2025 Q3 2025

Ausbil Investment Management LTD

  • NEE
  • NSC
  • CSX
  • LNG
  • ES
  • ETR
  • WMB
Ausbil Investment Management LTD's Q3 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Pjt Investments Corp.

  • ENB
  • RSP
  • IVV
  • PBA
  • VGK
Pjt Investments Corp.'s Q2 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

Mn Wealth Advisors, LLC

  • BBUS
  • JGRO
  • JAVA
  • JIRE
  • AGG
  • AVUS
  • AVEM
Mn Wealth Advisors, LLC's Q3 2025 Portfolio
Filing on Feb 07, 2025 Q4 2024

Quantitative Strategies, Inc.

  • IVW
  • IVE
  • LQD
  • TLH
  • IJR
  • XLK
  • IGIB
Quantitative Strategies, Inc.'s Q4 2024 Portfolio
Filing on Aug 14, 2025 Q2 2025

Sovereign'S Capital Management, LLC

  • LOPE
  • VST
  • ALKT
  • EEFT
  • PAYC
  • CBRE
  • NTAP
Sovereign'S Capital Management, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Compass Wealth Management, Llc/Ga

  • QLTA
  • LVHI
  • RYT
  • SCHD
  • GLD
  • XLF
  • MBB
Compass Wealth Management, Llc/Ga's Q2 2025 Portfolio
Filing on Nov 05, 2025 Q3 2025

Aegis Wealth Management LLC

  • IVV
  • SPY
  • DFAI
  • SHV
  • DFAS
  • DFAU
  • DFUV
Aegis Wealth Management LLC's Q3 2025 Portfolio
Filing on Oct 29, 2025 Q3 2025

William B. Walkup & Associates, Inc.

  • AZO
  • VLO
  • JPM
  • COF
  • HD
  • WMT
  • ABBV
William B. Walkup & Associates, Inc.'s Q3 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Resolute Wealth Strategies, LLC

  • AAPL
  • JAVA
  • FBND
  • AMZN
  • MINT
  • NVDA
  • BRK-B
Resolute Wealth Strategies, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Pennington Partners & Co., LLC

  • VTI
  • IWV
  • VTHR
  • ITOT
  • VOO
  • ACWI
  • MSFT
Pennington Partners & Co., LLC's Q2 2025 Portfolio
Filing on Oct 06, 2025 Q3 2025

Hardin Capital Partners, LLC

  • LOW
  • BAC
  • BRK-B
  • VOO
  • VTI
  • DUK
  • VWO
Hardin Capital Partners, LLC's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Sylvest Advisors, LLC

  • IWD
  • SCHF
  • IWF
  • VO
  • COWZ
  • IJR
  • MSFT
Sylvest Advisors, LLC's Q3 2025 Portfolio