Filing on May 13, 2025 Q1 2025

Vest Gen Advisors, LLC

  • VTI
  • QQQ
  • SPY
  • GLPI
  • SPLG
  • VTV
  • AAPL
Vest Gen Advisors, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Athos Capital LTD

  • K
  • ITCI
  • DFS
  • DESP
  • JNPR
  • LBRDK
  • GB
Athos Capital LTD's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Optimas Capital LTD

  • BABA
  • MFC
  • JPM
  • NTES
  • WFC
  • AXP
  • YMM
Optimas Capital LTD's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Catalyst Funds Management Pty LTD

  • RIO
  • NVDA
  • PFE
  • MA
  • LNG
  • ALNY
  • EBAY
Catalyst Funds Management Pty LTD's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Perseverance Asset Management International

  • HTHT
  • PDD
  • BEKE
  • YUMC
  • BZ
  • TCOM
  • TME
Perseverance Asset Management International's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Pilgrim Partners Asia Pte LTD

  • QQQ
  • SPY
  • VOO
  • BRK-B
  • IBKR
  • TLT
  • GOOG
Pilgrim Partners Asia Pte LTD's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Value Holdings Management Co. LLC

  • ROL
  • WAB
  • EME
  • XOM
  • MTDR
  • TTEK
  • PRIM
Value Holdings Management Co. LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025
Filing on May 13, 2025 Q1 2025

Trigran Investments, Inc.

  • SYNA
  • MTRN
  • THRM
  • MDXG
  • SONO
  • RDVT
  • NPO
Trigran Investments, Inc.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Ethos Financial Group, LLC

  • SCHB
  • EFA
  • AAPL
  • SGOL
  • VT
  • SCHX
  • MOAT
Ethos Financial Group, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Northstar Asset Management Inc

  • ADP
  • AAPL
  • COST
  • MSFT
  • UL
  • SYK
  • TJX
Northstar Asset Management Inc's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

George Kaiser Family Foundation

  • BOKF
  • EE
  • ASPN
  • SPY
  • IWL
  • INTA
  • NOW
George Kaiser Family Foundation's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Global View Capital Management LLC

  • USFR
  • QLD
  • SPLG
  • DDM
  • SGOL
  • SSO
  • RPV
Global View Capital Management LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Northwest & Ethical Investments L.P.

  • MSFT
  • AAPL
  • NVDA
  • RY
  • AMZN
  • WM
  • TD
Northwest & Ethical Investments L.P.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Moment Partners, LLC

  • RSP
  • SPY
  • QQQ
  • XLK
  • DVY
  • IJK
  • SHY
Moment Partners, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Le Conte Wealth Management, LLC

  • RSP
  • DLY
  • DBL
  • DSL
  • IJH
  • SCHY
  • QQQE
Le Conte Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

American International Group, Inc.

  • CRBG
  • RNR
American International Group, Inc.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Seek First Inc.

  • AAPL
  • SCHG
  • SCHV
  • SCHD
  • SCHF
  • VBR
  • SCHI
Seek First Inc.'s Q1 2025 Portfolio