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Manager record

EFG Asset Management (North America) Corp.

Portland, OR · CIK 1911412 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$773.40MReported 13F valueQ3 2025 · as filed
168Holdings listed
+9.3%vs prior quartervalue change includes market moves
2Quarters on record
Nov 03Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2025Q2 2025: $707.8M$707.8MQ2 2025161 holdingsQ3 2025: $773.4M$773.4MQ3 2025168 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-NT · period Q2 2026

View original SEC filing ↗
May 15 2026 13F-NT · period Q1 2026

View original SEC filing ↗
Feb 17 2026 13F-NT · period Q4 2025

View original SEC filing ↗
Nov 03 2025 13F-HR · period Q3 2025

$773.40M · 168 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$707.79M · 161 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2025 · latest filing Aug 14, 2026 · Change methodology