Filing on Oct 28, 2025 Q3 2025

Pinnacle Financial Partners Inc

  • MSFT
  • SPY
  • AAPL
  • VOO
  • JPM
  • VUG
  • NVDA
Pinnacle Financial Partners Inc's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Blodgett Wealth Advisors, LLC

  • IWF
  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • COST
Blodgett Wealth Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Reinhart Partners, Inc.

  • ACLS
  • SIMO
  • IDCC
  • MOD
  • FCNCA
  • NSP
  • FAF
Reinhart Partners, Inc.'s Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Curat Global, LLC

  • XLK
  • IVV
  • IJH
  • IJR
  • AMAT
  • ITOT
  • XLI
Curat Global, LLC's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Gibraltar Capital Management, Inc.

  • VB
  • AAPL
  • MSFT
  • SGOV
  • GOOG
  • VTI
  • VGT
Gibraltar Capital Management, Inc.'s Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Cypress Capital Advisors, LLC

  • VTI
  • IVV
  • SGOL
  • SPY
  • VXUS
  • SCHD
  • CGGR
Cypress Capital Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Sage Oak Financial, LLC

  • DFAC
  • DFSD
  • DFIC
  • DFCF
  • DFEM
  • SPUS
  • WWJD
Sage Oak Financial, LLC's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Charter Capital Management, Llc\De

  • IJH
  • VYM
  • PRF
  • DFAI
  • FDRR
  • CGGR
  • VOO
Charter Capital Management, Llc\De's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Clear Point Advisors Inc.

  • SCHG
  • QQQ
  • CAPE
  • SCHB
  • SPY
  • MINT
  • PJUN
Clear Point Advisors Inc.'s Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Hestia Capital Management, LLC

  • PBI
  • KSS
  • CVNA
  • NET
  • UBER
  • AXP
  • ROLL
Hestia Capital Management, LLC's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Nations Financial Group Inc,

  • NVDA
  • AAPL
  • MSFT
  • QQQ
  • IJH
  • BRK-B
  • IWV
Nations Financial Group Inc, 's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Dynamic Financial Group

  • SGOV
  • IWF
  • DE
  • VZ
  • IWD
  • IEFA
  • NUV
Dynamic Financial Group's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025
Filing on Oct 28, 2025 Q3 2025

4 Wealth Advisors, Inc.

  • JEPI
  • MPRO
  • NVDA
  • VGSH
  • JEPQ
  • AAPL
  • VCIT
4 Wealth Advisors, Inc.'s Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Community Bank & Trust, Waco, Texas

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • BRK-B
  • BX
  • WMT
Community Bank & Trust, Waco, Texas's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Washburn Capital Management, Inc.

  • SPY
  • VTI
  • QQQ
  • DIA
  • NVDA
  • MSFT
  • META
Washburn Capital Management, Inc.'s Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Pembroke Management, LTD

  • REZI
  • PSTG
  • AAON
  • MPWR
  • CNM
  • SITE
  • WK
Pembroke Management, LTD's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Lcm Capital Management Inc

  • SPY
  • MDY
  • IWM
  • NVDA
  • MSFT
  • AAPL
  • VFH
Lcm Capital Management Inc's Q3 2025 Portfolio