Filing on Jul 31, 2025 Q2 2025

Lee Danner & Bass Inc

  • HCA
  • BRK-B
  • MSFT
  • AAPL
  • GOOG
  • AMZN
  • ACN
Lee Danner & Bass Inc's Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Moment Partners, LLC

  • SPY
  • RSP
  • QQQ
  • XLK
  • IJK
  • DVY
  • SHY
Moment Partners, LLC's Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Quest Partners LLC

  • IEF
  • IEI
  • SCHR
  • SPTI
  • VGIT
  • CBSH
  • PNC
Quest Partners LLC's Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Kestrel Investment Management Corp

  • AX
  • TPH
  • RDN
  • ATGE
  • CNO
  • UPWK
  • PBH
Kestrel Investment Management Corp's Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Sumitomo Mitsui Trust Holdings, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • TSLA
Sumitomo Mitsui Trust Holdings, Inc.'s Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • RSP
  • SCHB
  • SPY
  • VTI
  • XOM
  • VV
  • AAPL
Carlton Hofferkamp & Jenks Wealth Management, LLC's Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Cnb Bank

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • AVGO
  • JPM
Cnb Bank's Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Northstar Asset Management LLC

  • VGT
  • AAPL
  • VTI
  • VUG
  • BRK-B
  • VO
  • MSFT
Northstar Asset Management LLC's Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Glass Jacobson Investment Advisors LLC

  • DFAI
  • DFAU
  • FPE
  • BND
  • DFIV
  • VBR
  • VUG
Glass Jacobson Investment Advisors LLC's Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025
Filing on Jul 31, 2025 Q2 2025

Pinnacle Wealth Management Group, Inc.

  • UITB
  • VMBS
  • USTB
  • MSFT
  • QQQ
  • RSP
  • VXUS
Pinnacle Wealth Management Group, Inc.'s Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Keystone Financial Planning, Inc.

  • SCHD
  • MSFT
  • VZ
  • USB
  • TD
  • SPYD
  • BTI
Keystone Financial Planning, Inc.'s Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Pko Investment Management Joint Stock CO

  • IVV
  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • VOO
Pko Investment Management Joint Stock CO's Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Carrera Capital Advisors

  • XHLF
  • BIL
  • NOBL
  • FTGC
  • USMV
  • SLV
  • VEA
Carrera Capital Advisors's Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025
Filing on Jul 31, 2025 Q2 2025

City State Bank

  • BIV
  • AAPL
  • DFCF
  • BSV
  • BND
  • VYM
  • MSFT
City State Bank's Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Sage Mountain Advisors LLC

  • JAAA
  • JQUA
  • VTI
  • QUAL
  • IQLT
  • VOO
  • GBDC
Sage Mountain Advisors LLC's Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Nalanda India Equity Fund LTD

  • G
Nalanda India Equity Fund LTD's Q2 2025 Portfolio