Filing on Jul 17, 2025 Q2 2025

Pfg Investments, LLC

  • AAPL
  • NVDA
  • MSFT
  • TSLA
  • META
  • AMZN
  • PDI
Pfg Investments, LLC's Q2 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Canada Post Corp Registered Pension Plan

  • SPY
  • MSFT
  • NVDA
  • AAPL
  • V
  • AMZN
  • GOOG
Canada Post Corp Registered Pension Plan's Q2 2025 Portfolio
Filing on Feb 04, 2025 Q4 2024

Pine Valley Investments LTD Liability CO

  • SPY
  • SPY
  • AAPL
  • FIXD
  • MSFT
  • NVDA
  • AGO
Pine Valley Investments LTD Liability CO's Q4 2024 Portfolio
Filing on Jul 17, 2025 Q2 2025

Elser Financial Planning, Inc

  • MBIN
  • DFCF
  • DFAU
  • DFUS
  • DFIC
  • DFUV
  • DFAS
Elser Financial Planning, Inc's Q2 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Parvus Asset Management Europe LTD

Parvus Asset Management Europe LTD's Q1 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Maren Capital LLC

  • APH
  • ROLL
  • TDY
  • HEIA
  • AME
  • RLI
  • KNSL
Maren Capital LLC's Q2 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Rebalance, LLC

  • SCHB
  • VTI
  • SCHF
  • AGG
  • VEA
  • VCIT
  • SCHE
Rebalance, LLC's Q3 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Bip Wealth, LLC

  • SPY
  • USFR
  • VTI
  • TFLO
  • VTV
  • EFA
  • VT
Bip Wealth, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Diversify Wealth Management, LLC

  • SPYG
  • DFAU
  • SPYV
  • SPY
  • NVDA
  • SPDW
  • MSFT
Diversify Wealth Management, LLC's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Rothschild Investment LLC

  • NVDA
  • AAPL
  • JPM
  • MSFT
  • BRK-B
  • GOOGL
  • BX
Rothschild Investment LLC's Q2 2025 Portfolio
Filing on Oct 20, 2025 Q3 2025

First American Bank

  • AAPL
  • AVGO
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • PEP
First American Bank's Q3 2025 Portfolio
Filing on Jul 16, 2024 Q2 2024

Bank Pictet & Cie (Asia) LTD

  • TSLA
  • TSLA
  • PDD
  • NVDA
  • AMZN
  • SPY
  • GOOG
Bank Pictet & Cie (Asia) LTD's Q2 2024 Portfolio
Filing on Aug 14, 2025 Q2 2025
Filing on Aug 13, 2025 Q2 2025

Baring Fintech Manager Holding LTD

  • KKS.F
Baring Fintech Manager Holding LTD's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Smith Group Asset Management, LLC

  • MSFT
  • AVGO
  • META
  • AAPL
  • BKNG
  • COST
  • NFLX
Smith Group Asset Management, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Syon Capital LLC

  • CMF
  • DASH
  • META
  • MSFT
  • NVDA
  • CLOI
  • AAPL
Syon Capital LLC's Q2 2025 Portfolio
Filing on Aug 04, 2025 Q2 2025

Adell Harriman & Carpenter Inc

  • AVGO
  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • PWR
  • PANW
Adell Harriman & Carpenter Inc's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Delta Global Management LP

  • MSFT
  • NVDA
  • ICE
  • AMZN
  • CEG
  • HBAN
  • META
Delta Global Management LP's Q2 2025 Portfolio