Filing on Aug 12, 2025 Q2 2025

Castalian Partners, LLC

  • NRP
Castalian Partners, LLC's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Boreal Capital Management LLC

  • QUAL
  • SPY
  • NVDA
  • AAPL
  • QQQ
  • MSFT
  • AMZN
Boreal Capital Management LLC's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Martin Worley Group

  • VTI
  • DFAU
  • VXUS
  • VFMV
  • JMUB
  • VUG
  • CORP
Martin Worley Group's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Martin Currie LTD

  • TSM
  • HDB
  • RACE
  • MSFT
  • NVDA
  • BABA
  • IBN
Martin Currie LTD's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Clear Bridge Investments LTD

  • ETR
  • NEE
  • TRP
  • EMRAF
  • CEG
  • OGE
  • WEC
Clear Bridge Investments LTD's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Atlas Capital Advisors LLC

  • PG
  • VGK
  • PLMR
  • VSS
  • SPEM
  • MSFT
  • XLK
Atlas Capital Advisors LLC's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Belmont Capital, LLC

  • NVDA
  • META
  • AAPL
  • MSFT
  • AMZN
  • APO
  • SPY
Belmont Capital, LLC's Q2 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Financial Gravity Companies, Inc.

  • IAGG
  • HYLB
  • SHYG
  • EPS
  • STIP
  • HYDW
  • SPIB
Financial Gravity Companies, Inc.'s Q2 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Union Savings Bank

  • SPHQ
  • BRK-A
  • SPY
  • IJH
  • MSFT
  • VYM
  • IWM
Union Savings Bank's Q2 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Avantax Advisory Services, Inc.

  • IVV
  • VONG
  • AGG
  • SCHD
  • VTV
  • IEFA
  • VUG
Avantax Advisory Services, Inc.'s Q2 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Family Firm, Inc.

  • IWV
  • VEA
  • BND
  • BRK-B
  • STIP
  • IVV
  • IGE
Family Firm, Inc.'s Q2 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Good Life Advisors, LLC

  • SPLG
  • SPAB
  • SPYV
  • NVDA
  • SPYG
  • SPMD
  • IVV
Good Life Advisors, LLC's Q2 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Mv Capital Management, Inc.

  • IWF
  • IWD
  • IVV
  • ABBV
  • ABT
  • IVW
  • AGG
Mv Capital Management, Inc.'s Q2 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Better Money Decisions, LLC

  • IEFA
  • IGSB
  • SPTS
  • SPEM
  • DFAT
  • IJH
  • VOO
Better Money Decisions, LLC's Q2 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Breed'S Hill Capital LLC

  • VTI
  • NVDA
  • VEA
  • VTV
  • IWF
  • VGT
  • AAPL
Breed'S Hill Capital LLC's Q2 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Kbc Group Nv

  • NVDA
  • MSFT
  • GOOG
  • AMZN
  • AAPL
  • AVGO
  • META
Kbc Group Nv's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Mirabaud Asset Management (France) Sas

Mirabaud Asset Management (France) Sas's Q2 2025 Portfolio
Filing on Aug 06, 2025 Q2 2025

Legacy Investment Solutions, LLC

  • NEOV
  • BITO
  • BIL
  • UCON
  • ICSH
  • ECC
  • GLDX
Legacy Investment Solutions, LLC's Q2 2025 Portfolio