Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Column Group LLC

  • ORIC
  • SRZN
  • TNYA
  • RAPT
  • RVMD
Column Group LLC's Q1 2025 Portfolio
Portfolio Value 44.2 Million
Stocks 5
Filing on May 14, 2025 Q1 2025

Ostrum Asset Management

  • MSFT
  • AMZN
  • NVDA
  • ICE
  • GOOGL
  • BRK-B
  • AVGO
Ostrum Asset Management's Q1 2025 Portfolio
Portfolio Value 1.9 Trillion
Stocks 642
Filing on May 14, 2025 Q1 2025

Stamos Capital Partners, L.P.

  • AGG
  • MRK
  • XOM
  • CVX
  • SHEL
  • BP
  • JNJ
Stamos Capital Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 364 Million
Stocks 140
Filing on May 14, 2025 Q1 2025

Bellevue Group Ag

  • ARGX
  • IONS
  • SYK
  • ISRG
  • ALNY
  • ABT
  • NBIX
Bellevue Group Ag's Q1 2025 Portfolio
Portfolio Value 4.31 Billion
Stocks 177
Filing on May 14, 2025 Q1 2025

Vega Investment Solutions

  • PG
  • LLY
  • PPG
  • TXN
  • MSFT
  • NVDA
  • PANW
Vega Investment Solutions's Q1 2025 Portfolio
Portfolio Value 518 Billion
Stocks 202
Filing on May 14, 2025 Q1 2025

Karpus Management, Inc.

  • VOO
  • NRK
  • MHD
  • IVV
  • MVF
  • VB
  • EIM
Karpus Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 202
Filing on May 14, 2025 Q1 2025

Strategic Value Partners, LLC

  • SPY
Strategic Value Partners, LLC's Q1 2025 Portfolio
Portfolio Value 15.7 Million
Stocks 2
Filing on May 14, 2025 Q1 2025

Loomis Sayles & CO L P

  • NVDA
  • META
  • AMZN
  • NFLX
  • TSLA
  • V
  • GOOGL
Loomis Sayles & CO L P's Q1 2025 Portfolio
Portfolio Value 69.2 Billion
Stocks 1086
Filing on May 14, 2025 Q1 2025

Cedar Point Capital Partners, LLC

  • JCPB
  • FNDX
  • MGK
  • DFUS
  • VFQY
  • DFIV
  • FLDR
Cedar Point Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 149 Billion
Stocks 62
Filing on May 14, 2025 Q1 2025

Ally Invest Advisors Inc.

  • IVV
  • VEA
  • BNDX
  • IEF
  • IJH
  • VWO
  • VMBS
Ally Invest Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 72
Filing on May 14, 2025 Q1 2025

Dow Chemical CO

  • SPY
  • VCLT
  • AI
  • AGG
Dow Chemical CO 's Q1 2025 Portfolio
Portfolio Value 685 Million
Stocks 4
Filing on May 14, 2025 Q1 2025

Anson Funds Management LP

  • TWLO
  • SPY
  • MTCH
  • NNDM
  • EWC
  • TPX
  • FIVN
Anson Funds Management LP's Q1 2025 Portfolio
Portfolio Value 549 Million
Stocks 149
Filing on May 14, 2025 Q1 2025

Tandem Wealth Advisors LLC

  • AGG
  • MDY
  • EFA
  • MBB
  • VCSH
  • SPY
  • DGRO
Tandem Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 53
Filing on May 14, 2025 Q1 2025

Kayne Anderson Rudnick Investment Management LLC

  • PRI
  • LPLA
  • JKHY
  • WRB
  • WSO
  • EFX
  • TDY
Kayne Anderson Rudnick Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 39.3 Billion
Stocks 1271
Filing on May 14, 2025 Q1 2025

Apexium Financial, LP

  • SPY
  • IVV
  • QQQ
  • AAPL
  • MOAT
  • SCHD
  • QUAL
Apexium Financial, LP's Q1 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 278
Filing on May 14, 2025 Q1 2025

Thunderbird Partners LLP

  • UNH
  • ILMN
  • CI
  • WDC
  • HUM
  • NTES
Thunderbird Partners LLP's Q1 2025 Portfolio
Portfolio Value 93 Million
Stocks 8
Filing on May 14, 2025 Q1 2025

General Atlantic LLC

  • ALHC
  • DLO
  • XP
  • ALKT
  • AKRO
  • CNTA
  • PHVS
General Atlantic LLC's Q1 2025 Portfolio
Portfolio Value 2.96 Billion
Stocks 15
Filing on May 14, 2025 Q1 2025

Rudius Management LP

  • ALC
  • RTO
  • SUN
Rudius Management LP's Q1 2025 Portfolio
Portfolio Value 202 Million
Stocks 5