Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Clearline Capital LP

  • SPY
  • NCR
  • ADBE
  • FLR
  • ALIT
  • MU
  • NVDA
Clearline Capital LP's Q1 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 116
Filing on May 15, 2025 Q1 2025

Bell Investment Advisors, Inc

  • GBIL
  • FNDX
  • TDTT
  • VMBS
  • TLT
  • FNDF
  • SCHX
Bell Investment Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 538 Million
Stocks 1904
Filing on May 15, 2025 Q1 2025

Great Lakes Advisors, LLC

  • JPM
  • BSX
  • UNH
  • ABBV
  • MSFT
  • XOM
  • WFC
Great Lakes Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 10.3 Billion
Stocks 1536
Filing on May 15, 2025 Q1 2025

Arete Wealth Advisors, LLC

  • AAPL
  • DIS
  • NVDA
  • FBND
  • RSP
  • SPAB
  • FLTR
Arete Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.31 Billion
Stocks 734
Filing on May 15, 2025 Q1 2025

Merk Investments LLC

  • ORLA
  • USAS
  • AGI
  • AEM
  • GFI
  • MTA
  • BTG
Merk Investments LLC's Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 10
Filing on May 15, 2025 Q1 2025

Canada Post Corp Registered Pension Plan

  • AAPL
  • JPM
  • ABT
  • IWM
  • KO
  • CVX
  • CI
Canada Post Corp Registered Pension Plan's Q1 2025 Portfolio
Portfolio Value 226 Billion
Stocks 48
Filing on May 15, 2025 Q1 2025

Meiji Yasuda Asset Management CO Ltd.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • ABBV
Meiji Yasuda Asset Management CO Ltd.'s Q1 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 643
Filing on May 15, 2025 Q1 2025

United Services Automobile Association

  • EMXC
  • AGG
  • VOO
  • UITB
  • AAPL
  • VEU
  • JNJ
United Services Automobile Association's Q1 2025 Portfolio
Portfolio Value 3.22 Billion
Stocks 1070
Filing on May 15, 2025 Q1 2025

Empirical Capital Management, LLC

  • PLTR
  • ROKU
  • AMZN
  • WMT
  • TTWO
  • TJX
  • COST
Empirical Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 141 Million
Stocks 14
Filing on May 15, 2025 Q1 2025

Coppell Advisory Solutions LLC

  • BRNY
  • LAD
  • FTSM
  • BUFR
  • SRLN
  • BND
  • FIXD
Coppell Advisory Solutions LLC's Q1 2025 Portfolio
Portfolio Value 721 Billion
Stocks 338
Filing on May 15, 2025 Q1 2025

Serenity Capital Management Pte. Ltd.

  • ZTO
  • BZ
  • QFIN
  • EDU
  • MNSO
  • ATAT
  • TAL
Serenity Capital Management Pte. Ltd.'s Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 7
Filing on May 15, 2025 Q1 2025

Meiji Yasuda Life Insurance CO

  • LQD
  • IVV
  • SPYD
  • VCLT
  • SPY
  • VOO
  • MSFT
Meiji Yasuda Life Insurance CO's Q1 2025 Portfolio
Portfolio Value 4.99 Billion
Stocks 234
Filing on May 15, 2025 Q1 2025

Rnc Capital Management LLC

  • T
  • CVX
  • CSCO
  • JPM
  • MTB
  • MO
  • ENB
Rnc Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 1.82 Billion
Stocks 165
Filing on May 15, 2025 Q1 2025

Ascent Group, LLC

  • SPLG
  • IVW
  • IVE
  • DYNF
  • AAPL
  • MSFT
  • MUB
Ascent Group, LLC's Q1 2025 Portfolio
Portfolio Value 2.26 Billion
Stocks 3344
Filing on May 15, 2025 Q1 2025

Adalta Capital Management LLC

  • MSFT
  • BX
  • JPM
  • HD
  • QCOM
  • MRK
  • UNP
Adalta Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 126
Filing on May 15, 2025 Q1 2025

Vancity Investment Management LTD

  • MSFT
  • V
  • CPRT
  • AAPL
  • BRO
  • SPGI
  • AMZN
Vancity Investment Management LTD's Q1 2025 Portfolio
Portfolio Value 730 Million
Stocks 73
Filing on May 15, 2025 Q1 2025

Kestra Investment Management, LLC

  • IUSV
  • IUSB
  • SPYG
  • VEU
  • QUAL
  • VO
  • IUSG
Kestra Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.61 Trillion
Stocks 376
Filing on May 15, 2025 Q1 2025

Pdt Partners, LLC

  • CME
  • LOGI
  • AM
  • TRGP
  • CVNA
  • LPI
  • LYFT
Pdt Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 726