Filing on May 15, 2025 Q1 2025

Grafton Street Partners Fund, LP

  • TPG
  • GOOGL
  • MSFT
  • WDAY
  • ELV
  • V
  • TSM
Grafton Street Partners Fund, LP's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Cascade Investment Group, Inc.

  • VTI
  • AAPL
  • SPTM
  • CIBR
  • AMZN
  • GLP
  • VXUS
Cascade Investment Group, Inc.'s Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Coign Capital Advisors LLC

  • IVOO
  • TBIL
  • IVV
  • GOVT
  • PVAL
  • IJH
  • AGG
Coign Capital Advisors LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Lauer Wealth, LLC

  • QQQ
  • USFR
  • DGRW
  • ILCV
  • DFAU
  • TSLA
  • VGSH
Lauer Wealth, LLC's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Davidson Kahn Capital Management, LLC

  • VOO
  • RSP
  • AMZN
  • QQQ
  • SCHB
  • GOOGL
  • EZM
Davidson Kahn Capital Management, LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Sterling Wealth Advisors Inc

  • DFAU
  • DFSD
  • DFUS
  • DFAI
  • DFIC
  • DFAE
  • DFCF
Sterling Wealth Advisors Inc's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Frazier Financial Advisors, LLC

  • VIG
  • SPY
  • VTI
  • DDWM
  • DON
  • VB
  • ACN
Frazier Financial Advisors, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Rubicon Founders LLC

  • PRVA
Rubicon Founders LLC's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Hopwood Financial Services, Inc.

  • SPY
  • CGXU
  • IJH
  • BSV
  • MDY
  • IJR
  • XOM
Hopwood Financial Services, Inc.'s Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Axos Invest Inc.

  • VTI
  • VEA
  • VGIT
  • LQD
  • TIP
  • VWO
  • SCHF
Axos Invest Inc.'s Q1 2025 Portfolio
Filing on Apr 16, 2025 Q1 2025

Canerector Inc

  • VOO
  • BNS
  • TD
  • BMO
  • CM
  • BRK-B
  • MKL
Canerector Inc's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

4 D Advisors, LLC

  • WM
  • AXON
  • RSG
  • LOPE
  • VEEV
  • TPB
  • CELH
4 D Advisors, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Cravens & CO Advisors, LLC

  • SMBK
  • DFAC
  • DFEM
  • DBND
  • VMBS
  • VGIT
  • VGSH
Cravens & CO Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 09, 2025 Q1 2025

Leibman Financial Services, Inc.

  • USFR
  • BRK-B
  • EPI
  • URI
  • TSM
  • FCX
  • ARE
Leibman Financial Services, Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Ategra Capital Management, LLC

  • AX
  • FISI
  • TFC
  • FHN
  • VOO
  • HWBK
  • PKBK
Ategra Capital Management, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Inherent Management Corp.

  • COOP
  • IEMG
  • NEE
  • PAX
  • OEC
  • BLDR
  • SHC
Inherent Management Corp.'s Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Jim Saulnier & Associates, LLC

  • AOR
  • AOA
  • VEA
  • BIL
  • SGOV
  • BIV
  • GVI
Jim Saulnier & Associates, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Pennant Select, LLC

  • SATS
  • AMZN
  • MSFT
  • ASML
  • CHK
  • AR
  • TDG
Pennant Select, LLC's Q1 2025 Portfolio