Filing on Oct 16, 2025 Q3 2025
Filing on Oct 16, 2025 Q3 2025

Thoma Bravo, L.P.

  • MLNK
  • NABL
Thoma Bravo, L.P.'s Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Greenwood Capital Associates LLC

  • IVV
  • AAPL
  • MSFT
  • GOOGL
  • BBEU
  • AMZN
  • BRK-B
Greenwood Capital Associates LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Townsend Asset Management Corp

  • QQQ
  • DGRW
  • AMZN
  • QCOM
  • JPM
  • V
  • MSFT
Townsend Asset Management Corp 's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

West Tower Group, LLC

  • PRGO
  • PRIM
  • EHAB
  • WBD
  • OSW
  • EXLS
  • SIMO
West Tower Group, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Fulton Breakefield Broenniman LLC

  • IVV
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • TSM
  • VEA
Fulton Breakefield Broenniman LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Griffin Asset Management, Inc.

  • AAPL
  • MSFT
  • OLED
  • TJX
  • JPM
  • ASML
  • ABBV
Griffin Asset Management, Inc.'s Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Provident Wealth Management, LLC

  • TSPA
  • COWZ
  • SCHG
  • DGRO
  • SCHX
  • VOE
  • VOT
Provident Wealth Management, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Portman Square Capital LLP

  • NEE
  • KKR
  • BA
  • GLD
  • HYG
  • GPN
  • UGI
Portman Square Capital LLP's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Darwin Advisors, LLC

  • EFA
  • CLOI
  • MGK
  • XLK
  • AFIF
  • EMXC
  • QQQ
Darwin Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Comprehensive Financial Consultants Institutional, Inc.

  • JPM
  • QQQ
  • AAPL
  • MSFT
  • AVGO
  • HD
  • ETN
Comprehensive Financial Consultants Institutional, Inc.'s Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Amarillo National Bank

  • IVV
  • IVE
  • IDEV
  • AGG
  • IVW
  • EEM
  • SPY
Amarillo National Bank's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

New Hampshire Trust

  • VO
  • AAPL
  • MSFT
  • NVDA
  • DFAS
  • AMZN
  • VNQ
New Hampshire Trust's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Beacon Capital Management, Inc.

  • VOX
  • VGT
  • VPU
  • QQQ
  • VCR
  • VIS
  • VFH
Beacon Capital Management, Inc.'s Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Lowe Wealth Advisors, LLC

  • SPY
  • QQQ
  • USMV
  • VCSH
  • SPTS
  • IAU
  • INFL
Lowe Wealth Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Halbert Hargrove Global Advisors, LLC

  • IVV
  • NTSX
  • LRGF
  • IWB
  • IEFA
  • NTSI
  • IEMG
Halbert Hargrove Global Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Richwood Investment Advisors, LLC

  • IVV
  • IJH
  • IJR
  • LLY
  • NOW
  • V
  • EFA
Richwood Investment Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Capital Advisors, Ltd. LLC

  • SPY
  • IWF
  • VTI
  • VIG
  • QUAL
  • IWD
  • USMV
Capital Advisors, Ltd. LLC's Q3 2025 Portfolio