Filing on Jul 30, 2025 Q2 2025

Bg Investment Services, Inc.

  • IVV
  • FBND
  • FBCG
  • IEFA
  • IWD
  • FDVV
  • IGSB
Bg Investment Services, Inc.'s Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Liberty One Investment Management, LLC

  • CAH
  • KR
  • SO
  • KO
  • DUK
  • LNT
  • JNJ
Liberty One Investment Management, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Probity Advisors, Inc.

  • IVW
  • IVE
  • IEFA
  • IJS
  • IJT
  • HYG
  • SPDW
Probity Advisors, Inc.'s Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Syntegra Private Wealth Group, LLC

  • SPYG
  • LGLV
  • SPTM
  • VOO
  • JMEE
  • JPIE
  • QQQM
Syntegra Private Wealth Group, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Divergent Planning, LLC

  • IVV
  • AVDV
  • MDY
  • JMBS
  • AVUS
  • DFAS
  • JAAA
Divergent Planning, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Beach Point Capital Management LP

  • HYG
  • HYG
  • VEL
  • AGNC
  • SPY
  • QQQ
  • XHB
Beach Point Capital Management LP's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Aurora Investment Counsel

  • BKNG
  • AMP
  • FN
  • EPRT
  • HRB
  • STZ
  • JNPR
Aurora Investment Counsel's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Siena Capital Partners Gp, LLC

  • FCNCA
  • OVLY
  • PLBC
  • EXSR
  • TSBK
  • WTFC
  • FHN
Siena Capital Partners Gp, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Apricus Wealth, LLC

  • CVX
  • STT
  • MRK
  • C
  • JPM
  • KT
  • BAC
Apricus Wealth, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Klingenstein Fields & CO LP

  • AVGO
  • MSFT
  • BRK-B
  • PANW
  • LLY
  • AMZN
  • GOOGL
Klingenstein Fields & CO LP's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Sky Oak Wealth, LLC

  • JPST
  • SPYV
  • SCHG
  • IUSV
  • AAPL
  • IEFA
  • SPLG
Sky Oak Wealth, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Gulf International Bank (Uk) LTD

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Gulf International Bank (Uk) LTD's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Axecap Investments, LLC

  • TMUS
  • PANW
  • FTNT
  • FFIV
  • TRGP
  • CRWD
  • ABBV
Axecap Investments, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Black Diamond Financial, LLC

  • MGV
  • MGK
  • AGG
  • SPTI
  • SCHV
  • SCHG
  • MGC
Black Diamond Financial, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Covenant Partners, LLC

  • IWF
  • IWD
  • EFV
  • EFG
  • IWS
  • IWO
  • MSFT
Covenant Partners, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Birch Hill Investment Advisors LLC

  • MSFT
  • AMZN
  • BRK-B
  • MMC
  • IBM
  • ECL
  • APH
Birch Hill Investment Advisors LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Whittier Trust CO Of Nevada Inc

  • MSFT
  • AAPL
  • NVDA
  • SPY
  • AMZN
  • GOOG
  • IVV
Whittier Trust CO Of Nevada Inc's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Generali Powszechne Towarzystwo Emerytalne

  • RBLX
  • META
  • AMZN
  • SNOW
  • CRM
  • MSFT
  • NOW
Generali Powszechne Towarzystwo Emerytalne's Q2 2025 Portfolio