Filing on Jan 22, 2025 Q4 2024

Northland Capital Management LLC

  • GNMA
  • STIP
  • AVLV
  • VTI
  • FNDX
  • AVIV
  • VEA
Northland Capital Management LLC's Q4 2024 Portfolio
Filing on Feb 06, 2025 Q4 2024

Xxec, Inc.

  • MSFT
  • MA
  • INTU
  • V
  • TER
  • MCO
  • VRSK
Xxec, Inc.'s Q4 2024 Portfolio
Filing on Nov 12, 2024 Q3 2024

Amica Retiree Medical Trust

  • IXUS
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • GOOGL
Amica Retiree Medical Trust's Q3 2024 Portfolio
Filing on Apr 30, 2024 Q1 2024

Starfox Financial Services, LLC

  • VTI
  • SPY
  • SHY
  • QQQ
  • OUNZ
  • VEA
  • VGLT
Starfox Financial Services, LLC's Q1 2024 Portfolio
Filing on Nov 07, 2024 Q3 2024

River Park Advisors, LLC

  • AAPL
  • MSFT
  • META
  • GOOGL
  • AMZN
  • UNH
  • V
River Park Advisors, LLC's Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Soapstone Management L.P.

  • AMZN
  • CSTM
  • HDB
  • MTN
  • NEM
  • ASAI
  • OLN
Soapstone Management L.P.'s Q3 2024 Portfolio
Filing on Jan 17, 2025 Q4 2024

Kraft Asset Management, LLC

  • DFAT
  • DFAC
  • DFUV
  • DFIV
  • DFUS
  • VGIT
  • DFAS
Kraft Asset Management, LLC's Q4 2024 Portfolio
Filing on Jan 13, 2025 Q4 2024

Integrated Capital Management, Inc.

  • AVLV
  • VIG
  • PDBC
  • SPDW
  • SPTS
  • EFV
  • SPTM
Integrated Capital Management, Inc.'s Q4 2024 Portfolio
Filing on Nov 08, 2023 Q3 2023

Milestone Advisory Partners

  • SCHD
  • VFVA
  • VDC
  • VUG
  • TDIV
  • SPLV
  • RYU
Milestone Advisory Partners's Q3 2023 Portfolio
Filing on Jan 23, 2025 Q4 2024

Dmg Group, LLC

  • AAPL
  • AGG
  • MSFT
  • META
  • IGIB
  • AMZN
  • GOOGL
Dmg Group, LLC's Q4 2024 Portfolio
Filing on Nov 14, 2022 Q3 2022

Walthausen & Co., LLC

  • BOWL
  • BECN
  • KEX
  • CHCO
  • HCCI
  • CHK
  • R
Walthausen & Co., LLC's Q3 2022 Portfolio
Filing on Feb 11, 2025 Q4 2024

Summer Road LLC

  • OCUL
  • GDXJ
  • GRBK
  • GOOGL
  • FRPT
  • GDX
  • CTRE
Summer Road LLC's Q4 2024 Portfolio
Filing on Jan 16, 2025 Q4 2024

Pine Haven Investment Counsel, Inc

  • MSFT
  • AAPL
  • COST
  • BRK-B
  • SBUX
  • ABBV
  • GOOGL
Pine Haven Investment Counsel, Inc's Q4 2024 Portfolio
Filing on Feb 11, 2025 Q4 2024

Richwood Investment Advisors, LLC

  • IVV
  • IJR
  • IJH
  • NOW
  • LLY
  • V
  • AAPL
Richwood Investment Advisors, LLC's Q4 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Sectoral Asset Management Inc

  • LLY
  • UNH
  • GILD
  • JNJ
  • REGN
  • PFE
  • TMO
Sectoral Asset Management Inc's Q3 2024 Portfolio
Filing on Feb 10, 2025 Q4 2024

Applied Fundamental Research, LLC

  • IAC
  • GLPI
  • NOMD
  • FIGS
  • HSII
  • UFPT
  • NABL
Applied Fundamental Research, LLC's Q4 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Indaba Capital Management, L.P.

  • EQC
  • ONTF
Indaba Capital Management, L.P.'s Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Virtus Investment Advisers, Inc.

  • IBN
  • VCLN
  • JAAA
  • MSFT
  • TMHC
  • CVLT
  • AAPL
Virtus Investment Advisers, Inc.'s Q3 2024 Portfolio