Filing on Nov 14, 2025 Q3 2025

Capstone Investment Advisors, LLC

  • SPY
  • NVDA
  • IWM
  • MSFT
  • TSLA
  • AMZN
  • NVDA
Capstone Investment Advisors, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Beacon Investment Advisors LLC

  • MSFT
  • BRK-B
  • AAPL
  • AMAT
  • MAR
  • INTU
  • CASY
Beacon Investment Advisors LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Conrad N. Hilton Foundation

  • IVV
  • IOT
Conrad N. Hilton Foundation's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

One Capital Management, LLC

  • IGIB
  • MUB
  • NVDA
  • DFAI
  • FFND
  • USHY
  • IGSB
One Capital Management, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Legion Partners Asset Management, LLC

  • AAP
  • CCO
  • FIVN
  • NNBR
  • PAYO
  • LNDC
Legion Partners Asset Management, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Rubicon Founders LLC

  • PRVA
  • EVH
Rubicon Founders LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Monograph Wealth Advisors, LLC

  • DFAC
  • DFAX
  • DFUV
  • DFAT
  • IVV
  • DISV
  • AAPL
Monograph Wealth Advisors, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Wills Financial Group LLC

  • BRK-B
  • MSFT
  • AAPL
  • LMT
  • GOOGL
  • IAU
  • PANW
Wills Financial Group LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Barnes Wealth Management Group, Inc

  • IUSB
  • IVV
  • IVW
  • QUAL
  • DYNF
  • EFV
  • AAPL
Barnes Wealth Management Group, Inc's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Fort Baker Capital Management LP

  • CYBR
  • LBRDK
  • FYBR
  • TGNA
  • CDAY
  • MLNK
  • VRNT
Fort Baker Capital Management LP's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Sustainable Growth Advisers, LP

  • MSFT
  • NVDA
  • AMZN
  • V
  • INTU
  • META
  • WM
Sustainable Growth Advisers, LP's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Logan Capital Management Inc

  • AAPL
  • AVGO
  • MSFT
  • AMZN
  • APH
  • APP
  • KLAC
Logan Capital Management Inc's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Osterweis Capital Management Inc

  • GOOG
  • MSFT
  • AMZN
  • AVGO
  • AZO
  • V
  • DHR
Osterweis Capital Management Inc's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Daiwa Securities Group Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • GOOGL
Daiwa Securities Group Inc.'s Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Woodline Partners LP

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • T
  • CB
  • LLY
Woodline Partners LP's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Disciplined Growth Investors Inc

  • PSTG
  • GRMN
  • IDCC
  • PLXS
  • CHK
  • CGNX
  • SMTC
Disciplined Growth Investors Inc 's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Paces Ferry Wealth Advisors, LLC

  • SCHG
  • NVDA
  • SCHD
  • AFL
  • AAPL
  • JPST
  • FLOT
Paces Ferry Wealth Advisors, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Adar1 Capital Management, LLC

  • KROS
  • PTGX
  • ROIV
  • SPY
  • IMVT
  • ETNB
  • SPY
Adar1 Capital Management, LLC's Q3 2025 Portfolio