Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Edenbrook Capital, LLC

  • MGNI
  • CGNT
  • HYG
  • FEIM
  • IWM
  • SPY
  • QQQ
Edenbrook Capital, LLC's Q2 2025 Portfolio
Portfolio Value 462 Million
Stocks 46
Filing on Aug 13, 2025 Q2 2025

Inspire Trust Co, N.A.

  • EFA
  • EEM
  • AVGO
  • MSFT
  • VSS
  • AAPL
  • IJT
Inspire Trust Co, N.A.'s Q2 2025 Portfolio
Portfolio Value 485 Billion
Stocks 109
Filing on Aug 13, 2025 Q2 2025

Alkeon Capital Management LLC

  • SPY
  • QQQ
  • META
  • GOOGL
  • AMZN
  • TSM
  • TSM
Alkeon Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 58.8 Billion
Stocks 189
Filing on Aug 13, 2025 Q2 2025

Needham Investment Management LLC

  • TDUP
  • PDFS
  • LASR
  • FARO
  • NVMI
  • ODC
  • VICR
Needham Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 302
Filing on Aug 13, 2025 Q2 2025

Broadwood Capital Inc

  • AXON
  • MNST
  • STAA
  • IWM
  • LCTX
  • OLO
  • UAL
Broadwood Capital Inc's Q2 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 13
Filing on Aug 13, 2025 Q2 2025

Beaconlight Capital, LLC

  • REZI
  • LNG
  • SXT
  • STX
  • SABR
  • CSTM
  • TWLO
Beaconlight Capital, LLC's Q2 2025 Portfolio
Portfolio Value 169 Million
Stocks 30
Filing on Aug 13, 2025 Q2 2025

Houlihan Financial Resource Group, Ltd.

  • SPY
  • IJR
  • JPST
  • VO
  • MSFT
  • BSV
  • GOOGL
Houlihan Financial Resource Group, Ltd.'s Q2 2025 Portfolio
Portfolio Value 241 Million
Stocks 107
Filing on Aug 13, 2025 Q2 2025

Smead Capital Management, Inc.

  • SPG
  • AXP
  • MAC
  • MRK
  • AMGN
  • DHI
  • CVE
Smead Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 4.83 Billion
Stocks 33
Filing on Aug 13, 2025 Q2 2025

Southport Management, L.L.C.

  • LNG
  • CCJ
  • AMLP
  • MMM
  • CQP
  • XOM
  • CHK
Southport Management, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 20.5 Billion
Stocks 24
Filing on Aug 13, 2025 Q2 2025

Anson Funds Management LP

  • QUBT
  • SPY
  • MTCH
  • EWC
  • NVDA
  • QQQ
  • PPTA
Anson Funds Management LP's Q2 2025 Portfolio
Portfolio Value 542 Million
Stocks 106
Filing on Aug 13, 2025 Q2 2025

Brandywine Trust CO

  • VT
  • CPB
  • SPY
  • ABBV
  • WFC
  • BRK-A
  • ABT
Brandywine Trust CO's Q2 2025 Portfolio
Portfolio Value 653 Million
Stocks 35
Filing on Aug 13, 2025 Q2 2025

Bontempo Ohly Capital Mgmt LLC

  • EFA
  • IVV
  • DG
  • CSCO
  • FAST
  • ADP
  • GD
Bontempo Ohly Capital Mgmt LLC's Q2 2025 Portfolio
Portfolio Value 221 Million
Stocks 31
Filing on Aug 13, 2025 Q2 2025

Papamarkou Wellner Asset Management Inc.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • V
  • PM
Papamarkou Wellner Asset Management Inc.'s Q2 2025 Portfolio
Portfolio Value 151 Billion
Stocks 79
Filing on Aug 13, 2025 Q2 2025

Brandywine Managers, LLC

  • ACWI
  • CRWD
  • PATH
  • NVDA
  • NTRA
  • UBER
  • ZS
Brandywine Managers, LLC's Q2 2025 Portfolio
Portfolio Value 99.9 Million
Stocks 36
Filing on Aug 13, 2025 Q2 2025

Quaker Capital Investments, LLC

  • EQT
  • SATS
  • UBER
  • LILAK
  • LBRDK
  • IHS
  • CZR
Quaker Capital Investments, LLC's Q2 2025 Portfolio
Portfolio Value 319 Million
Stocks 17
Filing on Aug 13, 2025 Q2 2025

Tikvah Management LLC

  • AMZN
  • GOOGL
  • CMPO
  • BIO
  • SPY
  • PCOR
  • GOOG
Tikvah Management LLC's Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 22
Filing on Aug 13, 2025 Q2 2025

First Foundation Advisors

  • MSFT
  • IVV
  • GOOG
  • IEFA
  • JEPI
  • MOAT
  • AMZN
First Foundation Advisors's Q2 2025 Portfolio
Portfolio Value 2.63 Billion
Stocks 566
Filing on Aug 13, 2025 Q2 2025

Comerica Bank

  • LLY
  • MSFT
  • AAPL
  • NVDA
  • IVV
  • AMZN
  • JPM
Comerica Bank's Q2 2025 Portfolio
Portfolio Value 25.2 Billion
Stocks 6340