SEROS FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
Pathward Financial, Inc. | CASH | 6.50M | $6.50M |
 | ORN | 133K | $1.11M |
 | BRK-B | 21K | $10.70M |
 | NVDA | 13K | $2.46M |
 | PRPL | 10K | $9.34K |
 | JCI | 7K | $780.64K |
 | AMZN | 6K | $1.27M |
 | AAPL | 5K | $1.25M |
 | UPST | 5K | $229.21K |
 | SHOP | 3K | $424.43K |
 | MSFT | 3K | $1.36M |
 | VRSK | 2K | $577.72K |
 | TSLA | 2K | $864.54K |
 | CRWD | 2K | $762.54K |
 | ORCL | 1K | $420.58K |
 | ABBV | 1K | $260.48K |
 | GOOGL | 1K | $270.91K |
 | ZS | 830 | $248.72K |
 | AVGO | 769 | $253.70K |
 | V | 748 | $255.43K |
Pathward Financial, Inc.
CASH
Shares Held
6.50M
Value
$6.50M
Orion Group Holdings, Inc.
ORN
Shares Held
133K
Value
$1.11M
Berkshire Hathaway Inc.
BRK-B
Shares Held
21K
Value
$10.70M
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.46M
Purple Innovation, Inc.
PRPL
Shares Held
10K
Value
$9.34K
Johnson Controls International plc
JCI
Shares Held
7K
Value
$780.64K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.27M
Apple Inc.
AAPL
Shares Held
5K
Value
$1.25M
Upstart Holdings, Inc.
UPST
Shares Held
5K
Value
$229.21K
Shopify Inc.
SHOP
Shares Held
3K
Value
$424.43K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.36M
Verisk Analytics, Inc.
VRSK
Shares Held
2K
Value
$577.72K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$864.54K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
2K
Value
$762.54K
Oracle Corporation
ORCL
Shares Held
1K
Value
$420.58K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$260.48K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$270.91K
Zscaler, Inc.
ZS
Shares Held
830
Value
$248.72K
Broadcom Inc.
AVGO
Shares Held
769
Value
$253.70K
Visa Inc.
V
Shares Held
748
Value
$255.43K