Filing on Aug 12, 2025 Q2 2025

Accel Growth Fund V Associates L.L.C.

  • SOFI
  • BMBL
Accel Growth Fund V Associates L.L.C.'s Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Mithril Ii Gp LP

  • BKSY
  • ADGI
Mithril Ii Gp LP's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Umpqua Bank

  • MSFT
  • IEI
  • EMXC
  • AAPL
  • IEMG
  • IVV
  • NVDA
Umpqua Bank's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Edmond De Rothschild Holding S.A.

  • MSFT
  • GOOGL
  • AKAM
  • VZ
  • NVDA
  • MTCH
  • BAC
Edmond De Rothschild Holding S.A.'s Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Xtx Topco LTD

  • NVDA
  • AMZN
  • PM
  • MSFT
  • BRK-B
  • ORCL
  • ADBE
Xtx Topco LTD's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Westport Asset Management Inc

  • SNPS
  • WTW
  • MTG
  • UHS
  • ZBRA
  • ORCL
  • DRI
Westport Asset Management Inc's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Timber Creek Capital Management LLC

  • MSFT
  • AMZN
  • V
  • IAU
  • GLDM
  • BRK-B
  • TSM
Timber Creek Capital Management LLC's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Accel Leaders 4 Associates L.P.

Accel Leaders 4 Associates L.P.'s Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

River Front Investment Group, LLC

  • IEFA
  • GSLC
  • SPAB
  • SCHI
  • BND
  • JEPI
  • NVDA
River Front Investment Group, LLC's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Tsg Consumer Partners LP

  • BROS
Tsg Consumer Partners LP's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Spectrum Wealth Advisory Group, LLC

  • RECS
  • JQUA
  • XMHQ
  • RDVY
  • UCON
  • QQQ
  • QQQM
Spectrum Wealth Advisory Group, LLC's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Chaney Capital Management, Inc.

  • AGG
  • VUG
  • VTV
  • SPEM
  • QQQ
  • MSFT
  • IDHQ
Chaney Capital Management, Inc.'s Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

American Asset Management Inc.

  • SPY
  • MSTR
  • GLD
  • AAPL
  • BRK-B
  • TLT
  • VGT
American Asset Management Inc.'s Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Kimelman & Baird, LLC

  • JPM
  • COST
  • MSFT
  • AMZN
  • AAPL
  • CPRT
  • WM
Kimelman & Baird, LLC's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

One Charles Private Wealth Services, LLC

  • BRK-B
  • TPL
  • GBTC
  • INFL
  • ACVA
  • VTV
  • JAAA
One Charles Private Wealth Services, LLC's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Aviso Financial Inc.

  • TD
  • V
  • MSFT
  • BMO
  • SAP
  • CNQ
  • AVGO
Aviso Financial Inc.'s Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Bullseye Asset Management LLC

  • HLNE
  • NCLH
  • ZETA
  • FOUR
  • CLH
  • WING
  • PSTG
Bullseye Asset Management LLC's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Steward Partners Investment Advisory, LLC

  • AAPL
  • MSFT
  • NVDA
  • IVV
  • AMZN
  • VOO
  • JPM
Steward Partners Investment Advisory, LLC's Q2 2025 Portfolio