Toroso Investments, LLC Portfolio Holdings

Toroso Investments, LLC

  • $13.1 Billion
  • Q2 2025

Toroso Investments, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $13.1 Billion distributed in 2384 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $486M, Microsoft Corp with a value of $419M, Ishares Core S&P 500 ETF with a value of $392M, Apple Inc. with a value of $339M, and Amazon Com Inc with a value of $277M.

Examining the 13F form we can see an increase of $2.67B in the current position value, from $10.5B to 13.1B.

Toroso Investments, LLC is based out at Massapequa, NY

Below you can find more details about Toroso Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $13.1 Billion
Technology: $3.93 Billion
ETFs: $1.55 Billion
Financial Services: $1.55 Billion
Basic Materials: $1.12 Billion
Consumer Cyclical: $1.1 Billion
Industrials: $1.06 Billion
Communication Services: $872 Million
Healthcare: $794 Million
Other: $1.12 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35B
$747,000 0.01% of portfolio
8,015
Q2 2025 New
$3.76B
$1.81 Million 0.01% of portfolio
41,325
Q2 2025 Added 13.75%
$8.16B
$862,000 0.01% of portfolio
15,721
Q2 2025 Added 4.11%
$14.3B
$1.95 Million 0.01% of portfolio
9,286
Q2 2025 Reduced 47.78%
$5.28B
$971,000 0.01% of portfolio
21,153
Q2 2025 Added 194.49%
$12.3B
$1.05 Million 0.01% of portfolio
8,327
Q2 2025 Reduced 31.11%
$5.15B
$737,000 0.01% of portfolio
4,850
Q2 2025 New
$1.91B
$791,000 0.01% of portfolio
12,399
Q2 2025 New
$7.82B
$1.28 Million 0.01% of portfolio
44,688
Q2 2025 Reduced 14.9%
$8.95B
$1.34 Million 0.01% of portfolio
25,693
Q2 2025 Added 161.16%
$5.62B
$754,000 0.01% of portfolio
4,779
Q2 2025 Added 15.46%
$6B
$1.08 Million 0.01% of portfolio
47,660
Q2 2025 Added 63.59%
$442M
$1.88 Million 0.01% of portfolio
298,493
Q2 2025 Added 11.91%
$1.63B
$839,000 0.01% of portfolio
28,709
Q2 2025 Added 6.27%
$4.73B
$1.16 Million 0.01% of portfolio
19,681
Q2 2025 Added 172.85%
$3.82B
$1 Million 0.01% of portfolio
73,787
Q2 2025 New
$8.42B
$1.05 Million 0.01% of portfolio
20,897
Q2 2025 Added 30.3%
$1.18B
$754,000 0.01% of portfolio
52,229
Q2 2025 Reduced 18.56%
$1.4B
$865,000 0.01% of portfolio
42,411
Q2 2025 Added 1.15%
$3.62B
$1.03 Million 0.01% of portfolio
25,952
Q2 2025 Reduced 46.37%
$13.1B
$1.83 Million 0.01% of portfolio
54,873
Q2 2025 Reduced 4.3%
$21.3B
$1.52 Million 0.01% of portfolio
29,532
Q2 2025 Reduced 56.37%
$6.66B
$1.6 Million 0.01% of portfolio
87,596
Q2 2025 Added 30.95%
$4.56B
$799,000 0.01% of portfolio
36,247
Q2 2025 Added 13.8%
$3.45B
$894,000 0.01% of portfolio
8,514
Q2 2025 New
$11.8B
$1.15 Million 0.01% of portfolio
54,055
Q2 2025 Reduced 26.29%
$17.5B
$1.84 Million 0.01% of portfolio
20,483
Q2 2025 Added 11.12%
$3.14B
$1.17 Million 0.01% of portfolio
19,159
Q2 2025 Added 6.59%
$4.53B
$1.11 Million 0.01% of portfolio
66,041
Q2 2025 Reduced 6.16%
$826M
$726,000 0.01% of portfolio
16,552
Q2 2025 New
$1.19B
$897,000 0.01% of portfolio
50,409
Q2 2025 Added 12.62%
$5.84B
$795,000 0.01% of portfolio
16,902
Q2 2025 Reduced 46.47%
$13.1B
$1.75 Million 0.01% of portfolio
49,674
Q2 2025 Reduced 1.71%
$2.57B
$934,000 0.01% of portfolio
10,243
Q2 2025 Added 10.08%
$2.09B
$1 Million 0.01% of portfolio
46,216
Q2 2025 Added 7.94%
$61.1B
$979,000 0.01% of portfolio
30,211
Q2 2025 Reduced 14.64%
$3.33B
$742,000 0.01% of portfolio
10,919
Q2 2025 Reduced 37.02%
$7.32B
$1.04 Million 0.01% of portfolio
32,657
Q2 2025 Added 30.38%
$1.11B
$887,000 0.01% of portfolio
30,141
Q2 2025 Added 23.84%
$7.45B
$1.15 Million 0.01% of portfolio
4,679
Q2 2025 Reduced 13.74%
$16.9B
$918,000 0.01% of portfolio
10,437
Q2 2025 Reduced 88.07%
$2.64B
$1.54 Million 0.01% of portfolio
96,157
Q2 2025 Added 60.92%
$6.6B
$1.41 Million 0.01% of portfolio
9,110
Q2 2025 Reduced 1.85%
$16.8B
$1.43 Million 0.01% of portfolio
4,116
Q2 2025 Added 141.69%
$3.36B
$1.33 Million 0.01% of portfolio
31,604
Q2 2025 Added 67.18%
$23.8B
$1.29 Million 0.01% of portfolio
77,180
Q2 2025 Reduced 15.59%
$6.32B
$841,000 0.01% of portfolio
3,713
Q2 2025 Added 11.43%
$3.2B
$1.09 Million 0.01% of portfolio
6,002
Q2 2025 Added 51.03%
$9.42B
$952,000 0.01% of portfolio
3,710
Q2 2025 Added 10.25%

Summary

  • Portfolio
  • No. of Stocks 2,384
  • Current Value $13.1 Billion
  • Prior Value $10.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 237 stocks
  • Additional Purchases 910 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 618 stocks
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