Filing on May 13, 2025 Q1 2025

Miramar Capital, LLC

  • ABBV
  • OKE
  • VZ
  • MSFT
  • CVX
  • PEP
  • MCD
Miramar Capital, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

True Wealth Design, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFEV
  • DIHP
  • AVUV
  • AVDE
True Wealth Design, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Fore Capital, LLC

  • SLV
  • IAU
  • KWEB
  • ACHC
  • CEF
  • PSLV
  • VICI
Fore Capital, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Camden Capital, LLC

  • C
  • GE
  • OMF
  • IVV
  • AAPL
  • MU
  • NVDA
Camden Capital, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Inspire Trust Co, N.A.

  • EFA
  • EEM
  • MSFT
  • VSS
  • AAPL
  • CVX
  • NEE
Inspire Trust Co, N.A.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Westwood Global Investments, LLC

Westwood Global Investments, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Lyrical Asset Management LP

  • AMP
  • URI
  • NRG
  • AER
  • FIS
  • JCI
  • EXPE
Lyrical Asset Management LP's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Long Island Wealth Management, Inc.

  • VTI
  • SCHB
  • MOAT
  • IJAN
  • BALT
  • CALF
  • VXF
Long Island Wealth Management, Inc.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Silicon Valley Community Foundation

  • SPY
  • BRK-A
  • SQ
  • BRK-B
Silicon Valley Community Foundation's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Vestmark Advisory Solutions, Inc.

  • VTI
  • DFAC
  • BBUS
  • BND
  • VXUS
  • JCPB
  • VOO
Vestmark Advisory Solutions, Inc.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

One Ascent Investment Solutions LLC

  • VGIT
  • VGSH
  • VMBS
  • IBD
  • OACP
  • OAIM
  • MSFT
One Ascent Investment Solutions LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Psg Equity L.L.C.

  • EVCM
Psg Equity L.L.C.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Oak Ridge Investments LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • LLY
  • GOOG
Oak Ridge Investments LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Cookson Peirce & CO Inc

  • TSM
  • AMZN
  • APH
  • GOOGL
  • FFIV
  • APO
  • BRO
Cookson Peirce & CO Inc's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Piper Sandler & Co.

  • STTK
  • RENEW
  • SOI
  • PFHC
Piper Sandler & Co.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Lord, Abbett & Co. LLC

  • NVDA
  • META
  • MSFT
  • AAPL
  • JPM
  • AMZN
  • GOOGL
Lord, Abbett & Co. LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Harfst & Associates, Inc.

  • RJF
  • IVV
  • QQQ
  • VIS
  • PG
  • AAPL
  • LAD
Harfst & Associates, Inc.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Robotti Robert

  • TDW
  • BLDR
  • FPH
  • LXU
  • WFG
  • CVCO
  • JEF
Robotti Robert's Q1 2025 Portfolio