Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Planwiser Financial, LLC

  • IVV
  • AVUS
  • DFAI
  • SPDW
  • VTV
  • AVLV
  • VUG
Planwiser Financial, LLC's Q2 2025 Portfolio
Portfolio Value 117 Billion
Stocks 44
Filing on Aug 13, 2025 Q2 2025

Bain Capital Public Equity Management Ii, LLC

  • MSFT
  • PFGC
  • TDG
  • HUBB
  • KKR
  • CDNS
  • COF
Bain Capital Public Equity Management Ii, LLC's Q2 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 24
Filing on Aug 13, 2025 Q2 2025

Decision Point Financial, LLC

  • DFAC
  • VCIT
  • DFIC
  • DFAI
  • DFCF
  • DFAS
  • HOMB
Decision Point Financial, LLC's Q2 2025 Portfolio
Portfolio Value 381 Million
Stocks 656
Filing on Aug 13, 2025 Q2 2025

Marshall Investment Management, LLC

  • FV
  • MSFT
  • ARKW
  • FVD
  • SPY
  • FTCS
  • QQEW
Marshall Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 21 Billion
Stocks 59
Filing on Aug 13, 2025 Q2 2025

Prime Capital Management CO LTD

  • ELF
  • TSM
  • KNSL
Prime Capital Management CO LTD's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 3
Filing on Aug 13, 2025 Q2 2025

Hurley Capital, LLC

  • VTV
  • VONG
  • VGIT
  • EPD
  • IBHE
  • IBHF
  • PSLV
Hurley Capital, LLC's Q2 2025 Portfolio
Portfolio Value 143 Billion
Stocks 526
Filing on Aug 13, 2025 Q2 2025

Abound Financial, LLC

  • SPYG
  • SPSM
  • SPTM
  • SPDW
  • SPLG
  • SPYV
  • SPEM
Abound Financial, LLC's Q2 2025 Portfolio
Portfolio Value 227 Billion
Stocks 67
Filing on Aug 13, 2025 Q2 2025

Banc Funds CO LLC

  • UNTY
  • OSBC
  • BCAL
  • FRBA
  • FRST
  • AMBZ
  • SSBK
Banc Funds CO LLC's Q2 2025 Portfolio
Portfolio Value 487 Million
Stocks 115
Filing on Aug 13, 2025 Q2 2025

Algert Global LLC

  • MSFT
  • MLI
  • AAPL
  • ITRI
  • NVDA
  • FTI
  • FN
Algert Global LLC's Q2 2025 Portfolio
Portfolio Value 4.77 Billion
Stocks 1167
Filing on Aug 13, 2025 Q2 2025

Peak6 LLC

  • NVDA
  • NVDA
  • TSLA
  • META
  • QQQ
  • MSFT
  • COIN
Peak6 LLC's Q2 2025 Portfolio
Portfolio Value 50.2 Billion
Stocks 2969
Filing on Aug 13, 2025 Q2 2025

Bain Capital Public Equity, LP

  • PFGC
  • BAC
  • HUBB
  • KKR
  • COF
  • TDG
  • CDNS
Bain Capital Public Equity, LP's Q2 2025 Portfolio
Portfolio Value 151 Billion
Stocks 27
Filing on Aug 13, 2025 Q2 2025

Fiduciary Trust CO

  • IVV
  • BRK-A
  • CPNG
  • IEFA
  • TJX
  • MSFT
  • AAPL
Fiduciary Trust CO's Q2 2025 Portfolio
Portfolio Value 7.86 Billion
Stocks 1480
Filing on Aug 13, 2025 Q2 2025

Lhm, Inc.

  • VTI
  • KRNT
  • XBI
  • NVO
  • TTWO
  • OLED
  • CMA
Lhm, Inc.'s Q2 2025 Portfolio
Portfolio Value 302 Billion
Stocks 21
Filing on Aug 13, 2025 Q2 2025

Hotchkis & Wiley Capital Management LLC

  • FFIV
  • WDAY
  • C
  • ERIC
  • CMCSA
  • WFC
  • AIG
Hotchkis & Wiley Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 29 Billion
Stocks 472
Filing on Aug 13, 2025 Q2 2025

Ackerman Asset Management, LLC

  • IVV
  • OEF
  • SPY
  • IWB
  • JPST
  • QQQ
  • XLG
Ackerman Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 125 Billion
Stocks 24
Filing on Aug 13, 2025 Q2 2025

Select Asset Management & Trust

  • SPY
  • DIA
  • VIG
  • VYM
  • EFA
  • MGV
  • EME
Select Asset Management & Trust's Q2 2025 Portfolio
Portfolio Value 292 Million
Stocks 92
Filing on Aug 13, 2025 Q2 2025

One River Asset Management, LLC

  • SPY
  • NVDA
  • QQQ
  • AMGN
  • BSX
  • AMD
  • MSFT
One River Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 45.4 Billion
Stocks 46
Filing on Aug 13, 2025 Q2 2025

Vancity Investment Management LTD

  • MSFT
  • V
  • NOW
  • AMZN
  • SPGI
  • AAPL
  • CPRT
Vancity Investment Management LTD's Q2 2025 Portfolio
Portfolio Value 792 Million
Stocks 71