Filing on Aug 14, 2025 Q2 2025

Ncp Inc.

  • NVDA
  • META
  • NFLX
  • AMZN
  • LLY
  • QQQ
  • TSLA
Ncp Inc.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Nippon Life Global Investors Americas, Inc.

  • MSFT
  • NVDA
  • AMZN
  • META
  • AAPL
  • INTU
  • MMM
Nippon Life Global Investors Americas, Inc.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

J.P. Marvel Investment Advisors, LLC

  • NVDA
  • LLY
  • AAPL
  • JPM
  • GOOGL
  • AMZN
  • MS
J.P. Marvel Investment Advisors, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Voya Investment Management LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • TSLA
Voya Investment Management LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Frazier Life Sciences Management, L.P.

  • MIRM
  • VRNA
  • BBIO
  • ARQT
  • PHAT
  • KRYS
  • TARS
Frazier Life Sciences Management, L.P.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Xy Capital LTD

  • LI
  • BILI
  • JD
  • ZLAB
  • ZTO
  • KC
  • BEKE
Xy Capital LTD's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Treasure Coast Financial Planning

  • SPTM
  • SPDW
  • BILS
  • BIL
  • SPTS
  • FLEE
  • TIPX
Treasure Coast Financial Planning's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Hold Co Asset Management, LP

  • COLB
  • FIBK
  • CFG
  • KEY
  • EBC
  • PPBI
  • CFFN
Hold Co Asset Management, LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Wetherby Asset Management Inc

  • AAPL
  • MSFT
  • NVDA
  • VTI
  • AMZN
  • META
  • VEA
Wetherby Asset Management Inc's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Massachusetts Institute Of Technology

  • CPNG
  • CVNA
  • BOC
  • IOT
  • NNI
  • NVDA
  • TXT
Massachusetts Institute Of Technology's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Rmb Capital Management, LLC

  • MSFT
  • AMZN
  • AAPL
  • JPM
  • NVDA
  • SPY
  • V
Rmb Capital Management, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Bienville Capital Management, LLC

  • ACIO
  • GTLB
  • MDB
  • CFLT
  • DKNG
  • DDOG
  • CPNG
Bienville Capital Management, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Wells Fargo & Company

  • MSFT
  • SPY
  • AAPL
  • IVV
  • NVDA
  • ITOT
  • VO
Wells Fargo & Company's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Lebenthal Global Advisors, LLC

  • JEPQ
  • JEPI
  • SPY
  • VCIT
  • ONEQ
  • VTV
  • MUB
Lebenthal Global Advisors, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Oaktop Capital Management Ii, L.P.

  • KLAC
  • ADI
  • AVGO
  • PRGS
  • ASPN
  • BMY
  • EGAN
Oaktop Capital Management Ii, L.P.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Meridiem Capital Partners LP

  • AMZN
  • NVDA
  • TMUS
  • BSX
  • T
  • AMD
  • ADI
Meridiem Capital Partners LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Bill Miller

Miller Value Partners, LLC
  • LNC
  • BFH
  • NBR
  • GTN
  • QUAD
  • GCI
  • JXN
Bill Miller's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Two Creeks Capital Management, LP

  • FND
  • UBER
  • V
  • LOW
  • CMG
  • ASML
  • EQT
Two Creeks Capital Management, LP's Q2 2025 Portfolio