Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 10, 2025 Q2 2025

Perkins Coie Trust CO

  • MDT
  • VEA
  • VO
  • MSFT
  • VONG
  • AAPL
  • VTV
Perkins Coie Trust CO's Q2 2025 Portfolio
Portfolio Value 564 Million
Stocks 296
Filing on Jul 10, 2025 Q2 2025

Sterling Financial Group, Inc.

  • SPHQ
  • DIVO
  • IBHF
  • INTF
  • SPLB
  • BSCS
  • AAPL
Sterling Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 232 Million
Stocks 71
Filing on Jul 10, 2025 Q2 2025

Anderson Hoagland & CO

  • MSFT
  • IAU
  • NVDA
  • VFMF
  • IWM
  • AMZN
  • EMXC
Anderson Hoagland & CO's Q2 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 146
Filing on Jul 10, 2025 Q2 2025

Canoe Financial LP

  • TSM
  • MSFT
  • CNI
  • WFC
  • GOOGL
  • AXP
  • MCO
Canoe Financial LP's Q2 2025 Portfolio
Portfolio Value 7.02 Trillion
Stocks 108
Filing on Jul 10, 2025 Q2 2025

Pachira Investments Inc.

  • VOO
  • IJH
  • QQQ
  • IJR
  • VTI
  • MGV
  • XLV
Pachira Investments Inc.'s Q2 2025 Portfolio
Portfolio Value 118 Million
Stocks 54
Filing on Jul 10, 2025 Q2 2025

Xiamen Xinweidachuang Investment Partnership (Limited Partnership)

  • LI
Xiamen Xinweidachuang Investment Partnership (Limited Partnership)'s Q2 2025 Portfolio
Portfolio Value 139 Million
Stocks 1
Filing on Jul 10, 2025 Q2 2025

Cisco Systems, Inc.

  • ITOT
  • IVV
Cisco Systems, Inc.'s Q2 2025 Portfolio
Portfolio Value 270 Million
Stocks 4
Filing on Jul 10, 2025 Q2 2025

Sky Investment Group LLC

  • NVDA
  • MSFT
  • GOOGL
  • AXP
  • PM
  • ABT
  • MA
Sky Investment Group LLC's Q2 2025 Portfolio
Portfolio Value 548 Million
Stocks 140
Filing on Jul 10, 2025 Q2 2025

Seek First Inc.

  • AAPL
  • SCHG
  • SCHV
  • SCHD
  • SCHF
  • VBR
  • SCHI
Seek First Inc.'s Q2 2025 Portfolio
Portfolio Value 113 Billion
Stocks 53
Filing on Jul 10, 2025 Q2 2025

Oliver Lagore Vanvalin Investment Group

  • TLT
  • IEF
  • QQQ
  • BIL
  • SPLG
  • QQQM
  • ONEQ
Oliver Lagore Vanvalin Investment Group's Q2 2025 Portfolio
Portfolio Value 263 Million
Stocks 661
Filing on Jul 10, 2025 Q2 2025

White Wing Wealth Management

  • VTI
  • JPST
  • QQQ
  • VEA
  • VB
  • VIG
  • SCHJ
White Wing Wealth Management's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 32
Filing on Jul 10, 2025 Q2 2025

Mc Hugh Group, LLC

  • NVDA
  • SPY
  • MSFT
  • BRK-B
  • V
  • AAPL
  • MA
Mc Hugh Group, LLC's Q2 2025 Portfolio
Portfolio Value 150 Billion
Stocks 71
Filing on Jul 10, 2025 Q2 2025

Triangle Securities Wealth Management

  • JAVA
  • SCHM
  • VGT
  • MSFT
  • SLYV
  • GS
  • SAMT
Triangle Securities Wealth Management's Q2 2025 Portfolio
Portfolio Value 380 Million
Stocks 219
Filing on Jul 10, 2025 Q2 2025

Three Seasons Wealth, LLC

  • AMZN
  • TSLA
  • AAPL
  • MSFT
  • QQQ
  • IVW
  • SPY
Three Seasons Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 872 Billion
Stocks 121
Filing on Jul 10, 2025 Q2 2025

Piscataqua Savings Bank

  • MSFT
  • AAPL
  • JPM
  • GOOGL
  • NDSN
  • AMZN
  • TJX
Piscataqua Savings Bank's Q2 2025 Portfolio
Portfolio Value 115 Million
Stocks 477
Filing on Jul 10, 2025 Q2 2025

Clare Market Investments LLC

  • AMZN
  • AAPL
  • MSFT
  • META
  • NFLX
  • GOOG
  • GOOGL
Clare Market Investments LLC's Q2 2025 Portfolio
Portfolio Value 453 Billion
Stocks 146
Filing on Jul 10, 2025 Q2 2025

Orgel Wealth Management, LLC

  • QUAL
  • VGSH
  • SPYG
  • IVV
  • MUB
  • VYMI
  • SCHF
Orgel Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 3.93 Billion
Stocks 86
Filing on Jul 10, 2025 Q2 2025

Ahl Investment Management, Inc.

  • MSFT
  • JPM
  • KO
  • PFFD
  • SCHB
  • AAPL
  • XOM
Ahl Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 70