Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 03, 2024 Q1 2024

Westchester Capital Management, Inc.

  • MSFT
  • AAPL
  • BRK-B
  • CAT
  • WM
  • JPM
  • ABBV
Westchester Capital Management, Inc.'s Q1 2024 Portfolio
Portfolio Value 398 Million
Stocks 41
Filing on May 03, 2024 Q1 2024

Schwarz Dygos Wheeler Investment Advisors LLC

  • BRK-B
  • AAPL
  • DFAU
  • DGRO
  • PHYS
  • DVY
  • GOOGL
Schwarz Dygos Wheeler Investment Advisors LLC's Q1 2024 Portfolio
Portfolio Value 354 Million
Stocks 149
Filing on May 03, 2024 Q1 2024

Peavine Capital, LLC

  • GOVT
  • SPY
  • AAPL
  • CAT
  • DFAS
  • DFUS
  • JNJ
Peavine Capital, LLC's Q1 2024 Portfolio
Portfolio Value 396 Million
Stocks 9
Filing on May 03, 2024 Q1 2024

Chevy Chase Trust Holdings, Inc.

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • BRK-B
  • META
Chevy Chase Trust Holdings, Inc.'s Q1 2024 Portfolio
Portfolio Value 30.3 Billion
Stocks 1122
Filing on May 03, 2024 Q1 2024

Etfidea, LLC

  • DGRO
  • VUG
  • IWF
  • VBK
  • IJS
  • MDYG
  • IWS
Etfidea, LLC's Q1 2024 Portfolio
Portfolio Value 293 Billion
Stocks 112
Filing on May 03, 2024 Q1 2024

Coronation Fund Managers Ltd.

  • PDD
  • AMZN
  • GRAB
  • IBKR
  • SCHW
  • ELV
  • MLCO
Coronation Fund Managers Ltd.'s Q1 2024 Portfolio
Portfolio Value 3.42 Billion
Stocks 291
Filing on May 03, 2024 Q1 2024

Versant Venture Management, LLC

  • CRSP
  • RPTX
  • GRTS
  • ADVM
  • PASG
  • ALGS
Versant Venture Management, LLC's Q1 2024 Portfolio
Portfolio Value 71.7 Million
Stocks 7
Filing on May 03, 2024 Q1 2024

Carlyle Group Inc.

  • QDEL
  • ZI
  • VTRU
  • VRNA
  • GETY
  • PHAT
  • HLVX
Carlyle Group Inc.'s Q1 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 32
Filing on May 03, 2024 Q1 2024

Alp Invest Partners B.V.

  • AVGO
  • NU
  • NABL
  • SWI
  • MDGL
  • DASH
  • PDD
Alp Invest Partners B.V.'s Q1 2024 Portfolio
Portfolio Value 256 Million
Stocks 16
Filing on May 03, 2024 Q1 2024

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

  • DFAC
  • SPLG
  • DFAX
  • VUG
  • AAPL
  • VTV
  • VEA
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors's Q1 2024 Portfolio
Portfolio Value 845 Billion
Stocks 323
Filing on May 03, 2024 Q1 2024

General American Investors CO Inc

  • MSFT
  • RSG
  • BRK-A
  • GOOG
  • ASML
  • ACGL
  • AAPL
General American Investors CO Inc's Q1 2024 Portfolio
Portfolio Value 1.4 Billion
Stocks 75
Filing on May 03, 2024 Q1 2024

Wealth Trust Asset Management, LLC

  • WLTG
  • QQQ
  • BIL
  • FLOT
  • CWB
  • CHRW
  • MSFT
Wealth Trust Asset Management, LLC's Q1 2024 Portfolio
Portfolio Value 131 Million
Stocks 85
Filing on May 03, 2024 Q1 2024

Tom Gayner

Markel Corp
  • BRK-A
  • BRK-B
  • GOOG
  • AMZN
  • HD
  • DE
  • V
Tom Gayner's Q1 2024 Portfolio
Portfolio Value 9.49 Billion
Stocks 219
Filing on May 03, 2024 Q1 2024

Cvs Health Corp

  • SPY
  • VYM
  • HDV
  • PRU
  • HCAT
  • LMDXW
Cvs Health Corp's Q1 2024 Portfolio
Portfolio Value 212 Million
Stocks 6
Filing on May 03, 2024 Q1 2024

Forte Asset Management LLC

  • IXUS
  • DGRO
  • QUAL
  • IDV
  • IWV
  • IWR
  • USHY
Forte Asset Management LLC's Q1 2024 Portfolio
Portfolio Value 165 Million
Stocks 58
Filing on May 03, 2024 Q1 2024

Southern Capital Advisors, LLC

  • IUSV
  • IVV
  • UPS
  • IEFA
  • IWP
  • IJR
  • FTEC
Southern Capital Advisors, LLC's Q1 2024 Portfolio
Portfolio Value 164 Million
Stocks 71
Filing on May 03, 2024 Q1 2024

Smithbridge Asset Management Inc

  • AAPL
  • MSFT
  • NVDA
  • NVO
  • AMZN
  • UNH
  • AJG
Smithbridge Asset Management Inc's Q1 2024 Portfolio
Portfolio Value 483 Million
Stocks 132
Filing on May 03, 2024 Q1 2024

Mediolanum International Funds LTD

  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • GOOG
  • META
  • UNH
Mediolanum International Funds LTD's Q1 2024 Portfolio
Portfolio Value 6.15 Trillion
Stocks 377