Portside Wealth Group, LLC Purchases in Q2 2025

Portside Wealth Group, LLC

  • $675 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PCOR
Procore Technologies, Inc.

Technology
640
+ 18.13%
$56.26 - $72.4 $36K - $46.3K
4.17K $285M
GRMN
Garmin LTD

Technology
304
+ 19.13%
$173.63 - $218.07 $52.8K - $66.3K
1.89K $395M
RACE
Ferrari N.V.

Consumer Cyclical
6
+ 0.8%
$397.86 - $499.02 $2.39K - $2.99K
753 $370M
GILD
Gilead Sciences, Inc.

Healthcare
621
+ 3.69%
$96.91 - $113.0 $60.2K - $70.2K
17.5K $1.94B
JLL
Jones Lang Lasalle Inc

Real Estate
163
+ 19.36%
$204.57 - $256.96 $33.3K - $41.9K
1.01K $257M
PTC
Ptc Inc.

Technology
83
+ 4.27%
$136.74 - $173.24 $11.3K - $14.4K
2.03K $349M
HQY
Healthequity, Inc.

Healthcare
32
+ 1.2%
$76.77 - $113.06 $2.46K - $3.62K
2.7K $283M
BOX
Box Inc

Technology
361
+ 3.6%
$28.42 - $38.55 $10.3K - $13.9K
10.4K $355M
ECL
Ecolab Inc.

Basic Materials
103
+ 12.38%
$225.65 - $270.95 $23.2K - $27.9K
935 $252M
MSI
Motorola Solutions, Inc.

Technology
117
+ 24.58%
$394.72 - $440.39 $46.2K - $51.5K
593 $249M
GDDY
Go Daddy Inc.

Technology
223
+ 13.15%
$162.11 - $192.36 $36.2K - $42.9K
1.92K $346M
ATR
Aptargroup, Inc.

Healthcare
150
+ 8.27%
$133.66 - $158.53 $20K - $23.8K
1.96K $307M
INSP
Inspire Medical Systems, Inc.

Healthcare
590
+ 43.9%
$127.18 - $161.88 $75K - $95.5K
1.93K $251M
LMAT
Lemaitre Vascular Inc

Healthcare
487
+ 8.99%
$77.89 - $92.6 $37.9K - $45.1K
5.9K $490M
VRSK
Verisk Analytics, Inc.

Industrials
20
+ 0.96%
$277.03 - $321.33 $5.54K - $6.43K
2.11K $659M
DECK
Deckers Outdoor Corp

Consumer Cyclical
561
+ 21.65%
$100.44 - $129.37 $56.3K - $72.6K
3.15K $325M
CTAS
Cintas Corp

Industrials
46
+ 3.5%
$190.11 - $227.66 $8.75K - $10.5K
1.36K $303M
SPG
Simon Property Group Inc

Real Estate
376
+ 6.53%
$140.37 - $171.44 $52.8K - $64.5K
6.13K $986M
CB
Chubb LTD

Financial Services
149
+ 13.0%
$274.32 - $302.46 $40.9K - $45.1K
1.3K $375M
RS
Reliance Steel & Aluminum CO

Basic Materials
17
+ 1.81%
$262.08 - $316.81 $4.46K - $5.39K
956 $300M
MKTX
Marketaxess Holdings Inc

Financial Services
99
+ 10.21%
$203.19 - $231.09 $20.1K - $22.9K
1.07K $239M
Rbb Fd Inc
598
+ 3.97%
N/A
15.7K $785M
STE
Steris PLC

Healthcare
11
+ 0.68%
$208.55 - $252.55 $2.29K - $2.78K
1.63K $391M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.58K
+ 1664.52%
$87.84 - $1441.89 $227K - $3.72M
2.74K $247M
COP
Conocophillips

Energy
2.62K
+ 18.91%
$82.66 - $106.1 $217K - $278K
16.5K $1.48B
FDS
Factset Research Systems Inc

Financial Services
91
+ 3.79%
$398.85 - $473.32 $36.3K - $43.1K
2.49K $1.11B
TTE
Total Energies Se

Energy
548
+ 16.62%
N/A
3.85K $236M
TJX
Tjx Companies Inc

Consumer Cyclical
134
+ 5.25%
$119.13 - $135.03 $16K - $18.1K
2.69K $332M
ARGX
Argenx Se

Healthcare
74
+ 15.01%
$532.27 - $656.65 $39.4K - $48.6K
567 $313M
VCEL
Vericel Corp

Healthcare
800
+ 12.22%
$37.92 - $45.7 $30.3K - $36.6K
7.35K $313M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.15K
+ 2.36%
$10.79 - $14.14 $12.4K - $16.3K
50K $685M
CERT
Certara, Inc.

Healthcare
60
+ 0.57%
$9.05 - $14.47 $543 - $868
10.6K $123M
NOC
Northrop Grumman Corp

Industrials
81
+ 4.42%
$456.3 - $540.39 $37K - $43.8K
1.91K $956M
MEDP
Medpace Holdings, Inc.

Healthcare
27
+ 2.54%
$277.23 - $315.28 $7.49K - $8.51K
1.09K $342M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
347
+ 0.65%
N/A
54K $2.72B
TYL
Tyler Technologies Inc

Technology
14
+ 2.63%
$521.68 - $592.84 $7.3K - $8.3K
546 $324M
ALL
Allstate Corp

Financial Services
110
+ 7.72%
$180.53 - $212.64 $19.9K - $23.4K
1.53K $309M
KO
Coca Cola CO

Consumer Defensive
716
+ 1.67%
$68.37 - $73.9 $49K - $52.9K
43.5K $3.08B
SPSB
Spdr Portfolio Short Term Corp

ETFs
230
+ 0.34%
$29.82 - $30.19 $6.86K - $6.94K
67.2K $2.03B
ATO
Atmos Energy Corp

Utilities
91
+ 3.35%
$145.06 - $162.66 $13.2K - $14.8K
2.81K $433M
XEL
Xcel Energy Inc

Utilities
271
+ 9.52%
$65.65 - $72.39 $17.8K - $19.6K
3.12K $212M
SPTL
Spdr Portfolio Long Term Treas

ETFs
3K
+ 2.86%
$25.48 - $27.78 $76.5K - $83.5K
108K $2.87B
WM
Waste Management Inc

Industrials
76
+ 2.07%
$216.47 - $242.1 $16.5K - $18.4K
3.75K $858M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
2.04K
+ 26.51%
$21.27 - $26.73 $43.3K - $54.4K
9.71K $213M
KNSL
Kinsale Capital Group, Inc.

Financial Services
25
+ 1.36%
$419.99 - $501.97 $10.5K - $12.5K
1.86K $900M
WAL
Western Alliance Bancorporation

Financial Services
38
+ 1.3%
$61.0 - $79.94 $2.32K - $3.04K
2.95K $230M
JKHY
Henry Jack & Associates Inc

Technology
53
+ 3.39%
$163.54 - $186.02 $8.67K - $9.86K
1.62K $291M
DSGX
Descartes Systems Group Inc

Technology
8
+ 0.16%
$94.15 - $116.93 $753 - $935
5.08K $517M
AVTR
Avantor, Inc.

Basic Materials
2.39K
+ 22.37%
$11.94 - $16.29 $28.5K - $38.9K
13.1K $176M
Activity Summary
Buys All Purchases 296 New Holdings 53 Increased Positions 243 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 3 Puts 1
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