Latest 13F Filings: The Latest Updates from Institutional Investors

Neumeier Poma Investment Counsel LLC

• EXLS
• OSIS
• ATGE
• CR
• IDCC
• HURN
• CBZ

American Securities LLC

Y.D. More Investments LTD

• ESLT
• ICL
• NVMI
• ORA
• NYAX
• TSEM
• CAMT

Groupe Bruxelles Lambert

• CNXC

Ironwood Investment Counsel, LLC

• MSFT
• FNDA
• AAPL
• AMZN
• GOOGL
• SCHW
• AXP

Beacon Harbor Wealth Advisors, Inc.

• BND
• VOO
• VXF
• IEFA
• IAU
• MLPX
• COMB

Potentia Wealth

• SPY
• SPYV
• AAPL
• BXSL
• BRK-B
• IWF
• IVV

Curio Wealth, LLC

• DFAU
• DFSD
• AVDE
• DFAI
• DFAS
• DFAR
• DFAE

Red Crane Wealth Management, LLC

• SIXJ
• SPYV
• NEAR
• PJAN
• IAU
• SGOV
• SPYG

Evernest Financial Advisors, LLC

• GLDM
• IVV
• IJH
• RSP
• FSMO
• DXJ
• IJR

One Degree Advisors Inc

• DFAC
• VTI
• DFIC
• VEA
• SCHR
• DFSD
• DFCF

Cresta Advisors, Ltd.

• SPY
• VTI
• DGRW
• VTV
• SPHQ
• LQD
• QQQ

Maryland State Retirement & Pension System

• AAPL
• ENB
• MSFT
• NVDA
• AMT
• AMZN
• TRP

Wealth Plan Investment Management, LLC

• AAPL
• VTI
• BRK-B
• SPAB
• SCHF
• DGRO
• GOOG

Northwest Quadrant Wealth Management, LLC

• SCHX
• VO
• TFLO
• IJR
• SCHD
• IEFA
• SHV

Alapocas Investment Partners, Inc.

• AMZN
• V
• AAPL
• GOOG
• ADBE
• CPRT
• TJX

Wittenberg Investment Management, Inc.

• BRK-B
• AAPL
• GOOG
• GOOGL
• LBRDA
• WBD
• SSP

Foresight Global Investors, Inc.

• SONY
• NVS
• SAP
• CNI
• HDB
• SHEL
• STM