Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Trustco Bank Corp N Y

  • JPM
  • AAPL
  • GE
  • MSFT
  • AMAT
  • ABBV
  • XOM
Trustco Bank Corp N Y's Q1 2025 Portfolio
Portfolio Value 89.5 Million
Stocks 128
Filing on May 14, 2025 Q1 2025

Richmond Hill Investments, LLC

  • RSVR
  • GBLI
  • ACVA
Richmond Hill Investments, LLC's Q1 2025 Portfolio
Portfolio Value 200 Million
Stocks 3
Filing on May 14, 2025 Q1 2025

Sei Investments CO

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • VEA
  • SCHV
  • SCHG
Sei Investments CO's Q1 2025 Portfolio
Portfolio Value 75 Billion
Stocks 5482
Filing on May 14, 2025 Q1 2025

Trexquant Investment LP

  • AAPL
  • NVDA
  • AMZN
  • MRVL
  • GE
  • AVGO
  • ABT
Trexquant Investment LP's Q1 2025 Portfolio
Portfolio Value 8.01 Billion
Stocks 1514
Filing on May 14, 2025 Q1 2025

Archon Capital Management LLC

  • PBPB
  • ZM
  • APYX
  • FARO
  • ORN
  • EZPW
  • HCSG
Archon Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 85.6 Million
Stocks 45
Filing on May 14, 2025 Q1 2025

Beck Bode, LLC

  • NVDA
  • EXC
  • AWK
  • CMS
  • AEE
  • XEL
  • CWT
Beck Bode, LLC's Q1 2025 Portfolio
Portfolio Value 523 Million
Stocks 101
Filing on May 14, 2025 Q1 2025

Oarsman Capital, Inc.

  • VTV
  • SPYG
  • SCHF
  • GVI
  • IUSB
  • RSP
  • IVV
Oarsman Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 546 Million
Stocks 235
Filing on May 14, 2025 Q1 2025

Reap Financial Group, LLC

  • VTI
  • VEA
  • DOCT
  • VUG
  • DSEP
  • VTV
  • AVLV
Reap Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 404 Billion
Stocks 535
Filing on May 14, 2025 Q1 2025

Coalescence Partners Investment Management, LP

  • MSFT
  • TSM
  • AMZN
  • V
  • MSCI
  • SNPS
  • EFX
Coalescence Partners Investment Management, LP's Q1 2025 Portfolio
Portfolio Value 303 Billion
Stocks 16
Filing on May 14, 2025 Q1 2025

Okabena Investment Services Inc

  • VOO
  • VXUS
  • TGT
  • EEM
  • SPY
  • VEA
  • VWO
Okabena Investment Services Inc's Q1 2025 Portfolio
Portfolio Value 393 Million
Stocks 124
Filing on May 14, 2025 Q1 2025

Silverarc Capital Management, LLC

  • VRNA
  • MRUS
  • NUVL
  • AKRO
  • INSM
  • KALV
  • VCYT
Silverarc Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 411 Million
Stocks 69
Filing on May 14, 2025 Q1 2025

Empire Financial Management Company, LLC

  • DSTL
  • MSFT
  • JPM
  • AAPL
  • LLY
  • IBM
  • AMZN
Empire Financial Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 324 Billion
Stocks 197
Filing on May 14, 2025 Q1 2025

First Trust Advisors LP

  • CSCO
  • MSFT
  • META
  • AVGO
  • AAPL
  • AMZN
  • GOOGL
First Trust Advisors LP's Q1 2025 Portfolio
Portfolio Value 108 Billion
Stocks 2791
Filing on May 14, 2025 Q1 2025

Orion Investment CO

  • MSFT
  • REGN
  • QCOM
  • PLTR
  • XOM
  • PG
  • BPMC
Orion Investment CO's Q1 2025 Portfolio
Portfolio Value 245 Billion
Stocks 68
Filing on May 14, 2025 Q1 2025

Arvest Bank Trust Division

  • MDY
  • EFA
  • IVV
  • IWM
  • VEA
  • TPYP
  • SPY
Arvest Bank Trust Division's Q1 2025 Portfolio
Portfolio Value 1.58 Trillion
Stocks 236
Filing on May 14, 2025 Q1 2025

Gerber Kawasaki Wealth & Investment Management

  • QQQM
  • SPYG
  • NVDA
  • SPYV
  • AGG
  • AAPL
  • IXUS
Gerber Kawasaki Wealth & Investment Management's Q1 2025 Portfolio
Portfolio Value 2.21 Billion
Stocks 292
Filing on May 14, 2025 Q1 2025

Broyhill Asset Management

  • SHY
  • PM
  • AVTR
  • NICE
  • BAX
  • FIS
  • NUV
Broyhill Asset Management's Q1 2025 Portfolio
Portfolio Value 123 Billion
Stocks 77
Filing on May 14, 2025 Q1 2025

Hanover Advisors Inc

  • VTI
  • SPY
  • BIL
  • VIG
  • IWV
  • BIV
  • MDY
Hanover Advisors Inc's Q1 2025 Portfolio
Portfolio Value 231 Billion
Stocks 94