Filing on Sep 05, 2025 Q2 2025

Hmi Capital Management, L.P.

  • CPNG
  • GTLB
  • NICE
  • NCNO
  • WDAY
  • TOST
  • OWL
Hmi Capital Management, L.P.'s Q2 2025 Portfolio
Filing on Sep 05, 2025 Q2 2025

Ghe, LLC

  • NVDA
  • ADBE
  • PCN
  • MCO
  • SPGI
  • PGR
  • AXP
Ghe, LLC's Q2 2025 Portfolio
Filing on Sep 04, 2025 Q2 2025

Reynders Mc Veigh Capital Management, LLC

  • NVDA
  • AAPL
  • MSFT
  • MA
  • ROK
  • CARR
  • ADI
Reynders Mc Veigh Capital Management, LLC's Q2 2025 Portfolio
Filing on Sep 04, 2025 Q2 2025

Seven Bridge Financial Group, LLC

  • MSFT
  • AAPL
  • DRSK
  • GOOGL
  • AMZN
  • NVDA
  • JPM
Seven Bridge Financial Group, LLC's Q2 2025 Portfolio
Filing on Sep 04, 2025 Q2 2025

V. M. Manning & Co., Inc.

  • NVDA
  • VMC
  • SPY
  • DUK
  • NUE
  • GE
  • HON
V. M. Manning & Co., Inc.'s Q2 2025 Portfolio
Filing on Sep 04, 2025 Q2 2025

Zynergy Retirement Planning Llc

  • IVV
  • SCHZ
  • SCHF
  • SCHH
  • SCHA
  • SCHP
  • SCHO
Zynergy Retirement Planning Llc's Q2 2025 Portfolio
Filing on Sep 04, 2025 Q2 2025

Advisor Group Holdings, Inc.

  • NVDA
  • AAPL
  • IVV
  • MSFT
  • QQQ
  • SPY
  • VOO
Advisor Group Holdings, Inc.'s Q2 2025 Portfolio
Filing on Sep 04, 2025 Q2 2025

Beacon Capital Management, Inc.

  • BSV
  • VOX
  • VPU
  • VFH
  • VGT
  • VIS
  • VDC
Beacon Capital Management, Inc.'s Q2 2025 Portfolio
Filing on Sep 03, 2025 Q2 2025

Daventry Group, LP

  • ESTC
  • PTC
  • S
  • MDB
  • NCNO
Daventry Group, LP's Q2 2025 Portfolio
Filing on Sep 03, 2025 Q2 2025

Hatteras Investment Partners, LP

Hatteras Investment Partners, LP's Q2 2025 Portfolio
Filing on Sep 03, 2025 Q2 2025

Q3 Asset Management

  • XHLF
  • TUGN
  • QQQ
  • SPY
  • GDX
  • VOT
  • NFLX
Q3 Asset Management's Q2 2025 Portfolio
Filing on Sep 03, 2025 Q2 2025

American Trust

  • VOO
  • BIV
  • DGRO
  • IJH
  • VB
  • MGK
  • VO
American Trust's Q2 2025 Portfolio
Filing on Sep 03, 2025 Q2 2025

Ballentine Capital Advisors, Inc

  • DFAC
  • VEA
  • BIV
  • VOO
  • DFEM
  • DFIS
  • BNDX
Ballentine Capital Advisors, Inc's Q2 2025 Portfolio
Filing on Sep 02, 2025 Q2 2025

Gullane Capital, LLC

  • PLTR
Gullane Capital, LLC's Q2 2025 Portfolio
Filing on Sep 02, 2025 Q2 2025

Pvg Asset Management Corp

  • BIL
  • VOO
  • DERM
  • AVXL
  • IVV
  • VERU
  • AMZN
Pvg Asset Management Corp's Q2 2025 Portfolio
Filing on Sep 02, 2025 Q2 2025

Fsc Wealth Advisors, LLC

  • SPY
  • FTSM
  • BIL
  • CWB
  • MGK
  • VGK
  • SPLV
Fsc Wealth Advisors, LLC's Q2 2025 Portfolio
Filing on Aug 29, 2025 Q2 2025

Evolution Wealth Management Inc.

  • SFLR
  • PSFF
  • SPD
  • OVL
  • IVV
  • VTHR
  • SGOV
Evolution Wealth Management Inc.'s Q2 2025 Portfolio
Filing on Aug 29, 2025 Q2 2025

Total Investment Management Inc

  • BKUI
  • SPY
  • EEM
  • BKAG
  • FNK
  • RSP
  • VV
Total Investment Management Inc's Q2 2025 Portfolio