Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

True Wealth Financial Partners

  • VOO
  • VBR
  • VWO
  • VO
  • VDE
  • VNQ
  • VEU
True Wealth Financial Partners's Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 26
Filing on Aug 13, 2025 Q2 2025

Marathon Partners Equity Management, LLC

  • META
  • RELY
  • UBER
  • XMTR
  • HSIC
  • SXT
  • TPB
Marathon Partners Equity Management, LLC's Q2 2025 Portfolio
Portfolio Value 80.8 Million
Stocks 18
Filing on Aug 13, 2025 Q2 2025

Greg Alexander

Conifer Management, L.L.C.
  • EQH
  • GPI
  • LAD
  • RMNI
Greg Alexander's Q2 2025 Portfolio
Portfolio Value 720 Million
Stocks 6
Filing on Aug 13, 2025 Q2 2025

Harvest Investment Advisors, LLC

  • QQQ
  • EFA
  • IWM
  • ONEQ
  • EEM
  • VWO
  • EMXC
Harvest Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 155 Billion
Stocks 58
Filing on Aug 13, 2025 Q2 2025

Theleme Partners LLP

  • MRNA
  • WFC
  • META
  • TRU
  • BAC
  • UBER
  • EFX
Theleme Partners LLP's Q2 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 11
Filing on Aug 13, 2025 Q2 2025

I.G.Y. LTD

  • AMZN
  • COST
  • BRK-A
I.G.Y. LTD's Q2 2025 Portfolio
Portfolio Value 250 Million
Stocks 3
Filing on Aug 13, 2025 Q2 2025

140 Summer Partners LP

  • COF
  • AER
  • COOP
  • PGR
  • VST
  • WAL
  • TDS
140 Summer Partners LP's Q2 2025 Portfolio
Portfolio Value 741 Million
Stocks 17
Filing on Aug 13, 2025 Q2 2025

Wharton Business Group, LLC

  • QUAL
  • EFAV
  • EEMV
  • KBWB
  • VLUE
  • VYM
  • AAPL
Wharton Business Group, LLC's Q2 2025 Portfolio
Portfolio Value 2.37 Billion
Stocks 137
Filing on Aug 13, 2025 Q2 2025

Uss Investment Management LTD

  • SPLG
  • MSFT
  • NVDA
  • AAPL
  • V
  • AMZN
  • SPGI
Uss Investment Management LTD's Q2 2025 Portfolio
Portfolio Value 15.4 Billion
Stocks 523
Filing on Aug 13, 2025 Q2 2025

Shepherd Kaplan Krochuk, LLC

  • ANGL
  • USMV
  • AAPL
  • VTI
  • SCHV
  • JQUA
  • MTUM
Shepherd Kaplan Krochuk, LLC's Q2 2025 Portfolio
Portfolio Value 112 Million
Stocks 57
Filing on Aug 13, 2025 Q2 2025

Visionary Wealth Advisors

  • AAPL
  • SCHG
  • IVV
  • MSFT
  • PWR
  • SCHF
  • AVLV
Visionary Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 1.82 Billion
Stocks 568
Filing on Aug 13, 2025 Q2 2025

Kettle Hill Capital Management, LLC

  • WYNN
  • PENN
  • ANF
  • JEF
  • RKT
  • WSM
  • BLDR
Kettle Hill Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 408 Million
Stocks 41
Filing on Aug 13, 2025 Q2 2025

Goodnow Investment Group, LLC

  • CVNA
  • GDDY
  • FOUR
  • EXPE
  • CACC
  • PYPL
  • SNX
Goodnow Investment Group, LLC's Q2 2025 Portfolio
Portfolio Value 985 Million
Stocks 24
Filing on Aug 13, 2025 Q2 2025

Surgo Cap Partners LP

  • LPLA
  • BSX
  • BX
  • CRS
  • HLT
  • NFLX
  • INTU
Surgo Cap Partners LP's Q2 2025 Portfolio
Portfolio Value 2.65 Trillion
Stocks 13
Filing on Aug 13, 2025 Q2 2025

Arex Capital Management, LP

  • EHAB
  • ELY
  • NCR
  • IAC
  • ODP
  • XRAY
  • CNNE
Arex Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 52.3 Million
Stocks 19
Filing on Aug 13, 2025 Q2 2025

Mantle Ridge LP

  • DLTR
  • APD
Mantle Ridge LP's Q2 2025 Portfolio
Portfolio Value 2.36 Trillion
Stocks 2
Filing on Aug 13, 2025 Q2 2025

R.M.Sincerbeaux Capital Management LLC

  • MSFT
  • V
  • WMB
  • ADP
  • KMI
  • ABBV
  • JPM
R.M.Sincerbeaux Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 177 Million
Stocks 38
Filing on Aug 13, 2025 Q2 2025

Group One Trading, L.P.

  • IREN
  • MSTR
  • HOOD
  • C
  • SOFI
  • TIGR
  • URA
Group One Trading, L.P.'s Q2 2025 Portfolio
Portfolio Value 2.68 Billion
Stocks 8339