Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jun 10, 2025 Q1 2025

Compass Financial Services Inc

  • SPLG
  • JPST
  • DGRW
  • KNG
  • JEPQ
  • QQQM
  • VLU
Compass Financial Services Inc's Q1 2025 Portfolio
Portfolio Value 191 Billion
Stocks 291
Filing on Jun 09, 2025 Q1 2025

Brookfield Asset Management Inc.

  • CQP
  • BEP
  • BBUC
  • BBU
  • LNG
  • ET
  • TAC
Brookfield Asset Management Inc.'s Q1 2025 Portfolio
Portfolio Value 15.5 Billion
Stocks 99
Filing on Jun 06, 2025 Q1 2025

First Long Island Investors, LLC

  • ADP
  • MSFT
  • ABT
  • UNH
  • AMZN
  • NVDA
  • MA
First Long Island Investors, LLC's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 65
Filing on Jun 06, 2025 Q1 2025

Nicola Wealth Management Ltd.

  • BNS
  • TD
  • MSFT
  • REET
  • V
  • UNH
  • CNI
Nicola Wealth Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 971 Million
Stocks 111
Filing on Jun 06, 2025 Q1 2025

E Cio, Inc.

  • AGG
  • SCHD
  • SCHF
  • BSV
  • IJR
  • JAAA
  • BRK-B
E Cio, Inc.'s Q1 2025 Portfolio
Portfolio Value 299 Billion
Stocks 511
Filing on Jun 05, 2025 Q1 2025

Bontempo Ohly Capital Mgmt LLC

  • EFA
  • IVV
  • DG
  • PAYX
  • ADP
  • JNJ
  • KO
Bontempo Ohly Capital Mgmt LLC's Q1 2025 Portfolio
Portfolio Value 208 Million
Stocks 31
Filing on Jun 05, 2025 Q1 2025

Militia Capital Partners, LP

  • AMZN
  • ET
  • AX
  • GOOG
  • TLT
  • EC
  • MEDP
Militia Capital Partners, LP's Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 147
Filing on Jun 05, 2025 Q1 2025

Cim, LLC

  • PGR
  • NVDA
  • ISTB
  • BRK-B
  • COST
  • CPRT
  • META
Cim, LLC's Q1 2025 Portfolio
Portfolio Value 654 Million
Stocks 159
Filing on Jun 04, 2025 Q1 2025

Osterweis Capital Management Inc

  • MSFT
  • GOOG
  • AMZN
  • V
  • UNH
  • AZO
  • AWK
Osterweis Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 383
Filing on Jun 04, 2025 Q4 2024

Legacy Capital Wealth Management, LLC

  • SPY
  • QQQM
  • JAAA
  • COWZ
  • CGGO
  • AAPL
  • RCL
Legacy Capital Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 51
Filing on Jun 04, 2025 Q1 2025

Pvg Asset Management Corp

  • SPDN
  • BIL
  • VOO
  • DERM
  • IVV
  • AMZN
  • VERU
Pvg Asset Management Corp's Q1 2025 Portfolio
Portfolio Value 21.3 Million
Stocks 46
Filing on Jun 04, 2025 Q1 2025

Harold Davidson & Associates Inc.

  • AAPL
  • CSCO
  • MSFT
  • V
  • COST
  • CRWD
  • JPM
Harold Davidson & Associates Inc.'s Q1 2025 Portfolio
Portfolio Value 183 Billion
Stocks 59
Filing on Jun 03, 2025 Q1 2025

Drummond Knight Asset Management Pty LTD

  • FCX
  • CRH.L
  • DD
  • X
  • CVX
  • STLD
  • EQT
Drummond Knight Asset Management Pty LTD's Q1 2025 Portfolio
Portfolio Value 199 Billion
Stocks 11
Filing on Jun 03, 2025 Q1 2025

Inspire Investing, LLC

  • SCHO
  • PGR
  • WWJD
  • CAT
  • IBD
  • KLAC
  • PLD
Inspire Investing, LLC's Q1 2025 Portfolio
Portfolio Value 813 Million
Stocks 800
Filing on Jun 03, 2025 Q1 2025

Cbiz Investment Advisory Services, LLC

  • BND
  • VTV
  • VEU
  • VUG
  • QQQ
  • VO
  • RSP
Cbiz Investment Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 2.04 Billion
Stocks 632
Filing on Jun 02, 2025 Q1 2025

Invst, LLC

  • VTI
  • IVV
  • IUSB
  • MTUM
  • EMB
  • SCHG
  • HYG
Invst, LLC's Q1 2025 Portfolio
Portfolio Value 714 Million
Stocks 272
Filing on Jun 02, 2025 Q1 2025

Cim Investment Management Inc

  • IVV
  • IJH
  • IJR
  • IEFA
  • NVDA
  • AAPL
  • EFA
Cim Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 429 Million
Stocks 249
Filing on Jun 02, 2025 Q1 2025

Hodges Capital Management Inc.

  • TPL
  • UBER
  • NVDA
  • EXP
  • MTDR
  • MSFT
  • BANC
Hodges Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 932 Million
Stocks 207