Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Horizon Investments, LLC

  • SPY
  • SPYG
  • SPY
  • IDEV
  • SPYV
  • RSP
  • QQQ
Horizon Investments, LLC's Q2 2025 Portfolio
Portfolio Value 7.87 Billion
Stocks 1143
Filing on Aug 13, 2025 Q2 2025

Mid West One Financial Group, Inc.

  • MOFG
  • SCHV
  • VONG
  • AAPL
  • SPLG
  • IEFA
  • VCLT
Mid West One Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 753 Million
Stocks 376
Filing on Aug 13, 2025 Q2 2025

Brightline Capital Management, LLC

  • TPC
  • SOI
  • VSAT
  • FLR
  • TOL
  • CSTM
  • NEXT
Brightline Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 232 Billion
Stocks 15
Filing on Aug 13, 2025 Q2 2025

Prudent Investors Network, Inc.

  • FBND
  • EMBD
  • IAGG
  • IEF
  • XLF
  • QQQ
  • VO
Prudent Investors Network, Inc.'s Q2 2025 Portfolio
Portfolio Value 370 Million
Stocks 370670
Filing on Aug 13, 2025 Q2 2025

Lansdowne Partners (Uk) LLP

  • TSM
  • DAL
  • UAL
  • FCX
  • GOLF
  • ADI
  • IONQ
Lansdowne Partners (Uk) LLP's Q2 2025 Portfolio
Portfolio Value 517 Million
Stocks 51
Filing on Aug 13, 2025 Q2 2025

Rivulet Capital, LLC

  • PTC
  • DHR
  • WDAY
  • MA
  • TPX
  • SBAC
  • FIS
Rivulet Capital, LLC's Q2 2025 Portfolio
Portfolio Value 910 Million
Stocks 14
Filing on Aug 13, 2025 Q2 2025

First Wilshire Securities Management Inc

  • SGOV
  • EZPW
  • CAMT
  • ECVT
  • TPH
  • SD
  • NWPX
First Wilshire Securities Management Inc's Q2 2025 Portfolio
Portfolio Value 322 Million
Stocks 83
Filing on Aug 13, 2025 Q2 2025

Stockbridge Partners LLC

  • TDG
  • AMZN
  • MSFT
  • TSM
  • VEEV
  • DE
  • WCN
Stockbridge Partners LLC's Q2 2025 Portfolio
Portfolio Value 5.11 Billion
Stocks 12
Filing on Aug 13, 2025 Q2 2025

L2 Asset Management, LLC

  • SPY
  • IWM
  • SGOV
  • MSFT
  • NVDA
  • META
  • SCHI
L2 Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 690 Million
Stocks 361
Filing on Aug 13, 2025 Q2 2025

Crestmont Private Wealth LLC

  • IVV
  • VOO
  • BOND
  • VWO
  • VEA
  • JPST
  • DFAT
Crestmont Private Wealth LLC's Q2 2025 Portfolio
Portfolio Value 277 Billion
Stocks 83
Filing on Aug 13, 2025 Q2 2025

Bain Capital Credit, LP

  • BCSF
  • BKLN
  • AMBC
  • ASTL
  • SRLN
  • JNK
Bain Capital Credit, LP's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 6
Filing on Aug 13, 2025 Q2 2025

Berkshire Partners LLC

  • PTLO
Berkshire Partners LLC's Q2 2025 Portfolio
Portfolio Value 12.2 Million
Stocks 1
Filing on Aug 13, 2025 Q2 2025

Vista Private Wealth Partners. LLC

  • SCHG
  • IBTF
  • SCHV
  • SCHM
  • SCHF
  • IBTG
  • IBTI
Vista Private Wealth Partners. LLC's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 78
Filing on Aug 13, 2025 Q2 2025

Divisadero Street Capital Management, LP

  • RSI
  • RELY
  • TPB
  • CELH
  • CVNA
  • FLYW
  • SIG
Divisadero Street Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 136
Filing on Aug 13, 2025 Q2 2025

22 Nw, LP

  • FSTR
  • ANEB
  • SRI
  • DHX
  • RGNX
  • CMPS
  • CULP
22 Nw, LP's Q2 2025 Portfolio
Portfolio Value 119 Million
Stocks 21
Filing on Aug 13, 2025 Q2 2025

Svb Wealth LLC

  • AAPL
  • MSFT
  • IWY
  • AVGO
  • AGG
  • AMZN
  • IWX
Svb Wealth LLC's Q2 2025 Portfolio
Portfolio Value 1.85 Billion
Stocks 1684
Filing on Aug 13, 2025 Q2 2025

Obsidian Personal Planning Solutions LLC

  • SPIB
  • IJR
  • VTV
  • JPIE
  • SCHD
  • SPDW
  • EFG
Obsidian Personal Planning Solutions LLC's Q2 2025 Portfolio
Portfolio Value 244 Million
Stocks 113
Filing on Aug 13, 2025 Q2 2025

Gerber Kawasaki Wealth & Investment Management

  • QQQM
  • NVDA
  • SPYG
  • SPYV
  • XLK
  • IXUS
  • AGG
Gerber Kawasaki Wealth & Investment Management's Q2 2025 Portfolio
Portfolio Value 2.56 Billion
Stocks 316