Filing on Nov 25, 2025 Q3 2025

Sequoia Capital India Operations Ii, LLC

  • FRSH
Sequoia Capital India Operations Ii, LLC's Q3 2025 Portfolio
Filing on Nov 25, 2025 Q3 2025

Little Harbor Advisors, LLC

  • SPY
  • QQQ
  • SPHY
  • USHY
  • SRLN
  • SJNK
  • FTSL
Little Harbor Advisors, LLC's Q3 2025 Portfolio
Filing on Nov 25, 2025 Q3 2025

Kimelman & Baird, LLC

  • JPM
  • AAPL
  • MSFT
  • AMZN
  • COST
  • CPRT
  • BX
Kimelman & Baird, LLC's Q3 2025 Portfolio
Filing on Nov 25, 2025 Q3 2025

Briaud Financial Planning, Inc

  • VTI
  • GLD
  • PDBC
  • QQQ
  • SLV
  • IAU
  • AAPL
Briaud Financial Planning, Inc's Q3 2025 Portfolio
Filing on Nov 24, 2025 Q3 2025

Chelsea Counsel CO

  • AAPL
  • GOOG
  • AEM
  • MSFT
  • GOOGL
  • VYM
  • COST
Chelsea Counsel CO's Q3 2025 Portfolio
Filing on Nov 24, 2025 Q3 2025

Opes Wealth Management LLC

  • AAPL
  • FNDF
  • CMF
  • GILD
  • FNDB
  • VOT
  • IUSB
Opes Wealth Management LLC's Q3 2025 Portfolio
Filing on Nov 24, 2025 Q3 2025

Td Capital Management LLC

  • ITOT
  • VTI
  • BSV
  • IVV
  • LDUR
  • QUAL
  • BND
Td Capital Management LLC's Q3 2025 Portfolio
Filing on Nov 24, 2025 Q3 2025

Cherry Tree Wealth Management, LLC

  • SPIB
  • BND
  • SPSB
  • VTV
  • VEA
  • IVV
  • VYM
Cherry Tree Wealth Management, LLC's Q3 2025 Portfolio
Filing on Nov 24, 2025 Q3 2025

Trust Investment Advisors

  • AAPL
  • LLY
  • MSFT
  • AVGO
  • NVDA
  • TSM
  • CAT
Trust Investment Advisors's Q3 2025 Portfolio
Filing on Nov 24, 2025 Q3 2025

Pointe Capital Management LLC

  • IWF
  • VYM
  • VCSH
  • SHY
  • BRK-B
  • IWD
  • AAPL
Pointe Capital Management LLC's Q3 2025 Portfolio
Filing on Nov 24, 2025 Q3 2025

Penn Capital Management Company, LLC

  • DY
  • ATEC
  • MIRM
  • WFRD
  • RDNT
  • ABCB
  • NMRK
Penn Capital Management Company, LLC's Q3 2025 Portfolio
Filing on Nov 24, 2025 Q3 2025

Manhattan West Asset Management, LLC

  • NVDA
  • MSFT
  • GOOGL
  • CMF
  • AMZN
  • AAPL
  • MBB
Manhattan West Asset Management, LLC's Q3 2025 Portfolio
Filing on Nov 24, 2025 Q3 2025

Graybill Bartz & Assoc LTD

  • AAPL
  • GOOGL
  • GLD
  • RTX
  • FLEX
  • MSFT
  • BRK-B
Graybill Bartz & Assoc LTD's Q3 2025 Portfolio
Filing on Nov 24, 2025 Q3 2025

Greenfield Seitz Capital Management, LLC

  • CVE
  • NVDA
  • BIL
  • RMD
  • ETN
  • HIMS
  • SU
Greenfield Seitz Capital Management, LLC's Q3 2025 Portfolio
Filing on Nov 24, 2025 Q3 2025

Fulcrum Asset Management LLP

  • NVDA
  • MSFT
  • AVGO
  • AMZN
  • JPM
  • GOOGL
  • GOOG
Fulcrum Asset Management LLP's Q3 2025 Portfolio
Filing on Nov 21, 2025 Q3 2025

Cibc Private Wealth Group, LLC

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • GOOGL
  • JPM
  • META
Cibc Private Wealth Group, LLC's Q3 2025 Portfolio
Filing on Nov 21, 2025 Q3 2025

Tcm Advisors, LLC

  • IWM
  • DIA
  • QQQ
  • TLT
  • GLD
  • BIL
  • IYR
Tcm Advisors, LLC's Q3 2025 Portfolio
Filing on Nov 21, 2025 Q3 2025

Newport Capital Group, LLC

  • IWF
  • AJG
  • IWD
  • BND
  • VGIT
  • VEA
  • IWM
Newport Capital Group, LLC's Q3 2025 Portfolio