Filing on May 14, 2025 Q1 2025

Brown Brothers Harriman & CO

  • BRK-B
  • MSFT
  • GOOG
  • MA
  • IVV
  • ORCL
  • WM
Brown Brothers Harriman & CO's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Annie E. Casey Foundation, Inc.

  • UPS
  • IVV
  • VOO
  • IEFA
  • IEMG
Annie E. Casey Foundation, Inc.'s Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Richmond Investment Services, LLC

  • IWL
  • MOAT
  • QQQ
  • SDVY
  • VNLA
  • VUG
  • GDX
Richmond Investment Services, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Sands Capital Ventures, LLC

  • NU
  • DASH
  • CPNG
  • MNDY
  • DDOG
  • IOT
  • TARS
Sands Capital Ventures, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Goldstream Capital Management LTD

  • QQQ
  • META
  • AMZN
  • NVDA
  • MSFT
  • AAPL
  • AVGO
Goldstream Capital Management LTD's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Accredited Wealth Management, LLC

  • IXUS
  • MOAT
  • SCHD
  • FBND
  • VIG
  • VIGI
  • VXF
Accredited Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Elevate Wealth Advisory, Inc

  • ITOT
  • VGIT
  • BSV
  • DFIV
  • STIP
  • IDEV
  • AVUV
Elevate Wealth Advisory, Inc's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Gfi Investment Counsel Ltd.

  • V
  • ROP
  • MCO
  • MSFT
  • G
  • MSCI
  • SHW
Gfi Investment Counsel Ltd.'s Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Tribune Investment Group LP

  • SPY
  • MDY
  • CLH
  • IWM
  • MORN
  • WTW
  • UNF
Tribune Investment Group LP's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Heritage Financial Services, LLC

  • VGIT
  • IDEV
  • DFAC
  • JPIE
  • DFEM
  • USRT
  • ITOT
Heritage Financial Services, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Entry Point Capital, LLC

  • ELY
  • THR
  • APH
  • AIN
  • STRA
  • CMPS
  • TRMB
Entry Point Capital, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Zega Investments, LLC

  • SPY
  • SPY
  • AAPL
  • SPY
  • AAPL
  • SRLN
  • SJNK
Zega Investments, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Bowen Hanes & CO Inc

  • COST
  • NFLX
  • AAPL
  • LLY
  • NVDA
  • TDY
  • ISRG
Bowen Hanes & CO Inc's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Carmignac Gestion

  • AMZN
  • NVDA
  • MCK
  • CNC
  • GOOGL
  • MELI
  • SNPS
Carmignac Gestion's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Venture Visionary Partners LLC

  • MSFT
  • AAPL
  • SPY
  • RSP
  • VUG
  • VO
  • JPM
Venture Visionary Partners LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Petiole Usa LTD

  • FCNCA
  • CBAN
  • FBMS
  • WAL
  • CARE
  • BANC
  • WBS
Petiole Usa LTD's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025
Filing on May 14, 2025 Q1 2025

Voss Capital, LLC

  • PAR
  • SEAS
  • GFF
  • GENI
  • EEFT
  • RTO
  • CLBT
Voss Capital, LLC's Q1 2025 Portfolio