Filing on Nov 07, 2025 Q3 2025

Arvest Bank Trust Division

  • MDY
  • EFA
  • IVV
  • IWM
  • VEA
  • SPY
  • GEM
Arvest Bank Trust Division's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Maren Capital LLC

  • APH
  • TDY
  • ROLL
  • AME
  • HEIA
  • RLI
  • ACGL
Maren Capital LLC's Q3 2025 Portfolio
Filing on Oct 07, 2025 Q3 2025

Quintet Private Bank (Europe) S.A.

  • NVDA
  • MSFT
  • GOOGL
  • JPM
  • V
  • DIS
  • PG
Quintet Private Bank (Europe) S.A.'s Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Spear Holdings Rsc LTD

  • FXI
  • MSFT
  • AMZN
  • SHW
  • NVDA
  • TRU
  • TMO
Spear Holdings Rsc LTD's Q3 2025 Portfolio
Filing on Nov 07, 2025 Q3 2025

Rothschild Investment LLC

  • NVDA
  • AAPL
  • JPM
  • GOOGL
  • MSFT
  • BX
  • BRK-B
Rothschild Investment LLC's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Y.D. More Investments LTD

  • ESLT
  • ICL
  • NVMI
  • QQQ
  • CAMT
  • TSEM
  • ORA
Y.D. More Investments LTD's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Burkehill Global Management, LP

  • BRO
  • NDAQ
  • MBLY
  • VRSN
  • KTOS
  • FOX
  • CHWY
Burkehill Global Management, LP's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Smith Group Asset Management, LLC

  • MSFT
  • AVGO
  • AAPL
  • APP
  • KLAC
  • GOOGL
  • META
Smith Group Asset Management, LLC's Q3 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

Financiere Des Professionnels Fonds D,Investissement Inc.

  • IEMG
  • SPY
  • IEFA
  • TSM
  • MSFT
  • AAPL
  • QQQ
Financiere Des Professionnels Fonds D,Investissement Inc.'s Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Diversify Wealth Management, LLC

  • SPYG
  • SPYV
  • DFAU
  • SPY
  • NVDA
  • SPDW
  • AAPL
Diversify Wealth Management, LLC's Q3 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

  • DFAC
  • SPLG
  • DFAX
  • VUG
  • VEA
  • DYNF
  • QUAL
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors's Q3 2025 Portfolio
Filing on Nov 20, 2025 Q3 2025

Carrhae Capital LLP

  • ASHR
  • SLV
  • EGO
  • IBN
  • TSM
  • SE
  • GLD
Carrhae Capital LLP's Q3 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 May 15, 2025 Q1 2025

Parvus Asset Management Europe LTD

Parvus Asset Management Europe LTD's Q1 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Steelhead Partners LLC

  • HTZ
Steelhead Partners LLC's Q3 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 Oct 23, 2025 Q3 2025

Kingswood Wealth Advisors, LLC

  • AAPL
  • SPY
  • NVDA
  • MSFT
  • SCHG
  • QQQ
  • AMZN
Kingswood Wealth Advisors, LLC's Q3 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Adell Harriman & Carpenter Inc

  • AVGO
  • NVDA
  • AAPL
  • MSFT
  • PWR
  • AMZN
  • PANW
Adell Harriman & Carpenter Inc's Q3 2025 Portfolio