Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 16, 2025 Q1 2025

Coordinated Financial Services, Inc./Co

  • IVV
  • SPY
  • VTI
  • GOVT
  • GLD
  • SCHD
  • VB
Coordinated Financial Services, Inc./Co's Q1 2025 Portfolio
Portfolio Value 131 Billion
Stocks 137
Filing on May 16, 2025 Q1 2025

Stance Capital LLC

  • HCA
  • MCK
  • CAH
  • IBM
  • MA
  • ED
  • CTSH
Stance Capital LLC's Q1 2025 Portfolio
Portfolio Value 135 Billion
Stocks 77
Filing on May 16, 2025 Q1 2025

Temasek Holdings (Private) LTD

  • V
  • MA
  • INTA
  • AMZN
  • NVDA
  • IBN
  • JPST
Temasek Holdings (Private) LTD's Q1 2025 Portfolio
Portfolio Value 19.7 Billion
Stocks 128
Filing on May 16, 2025 Q1 2025

Boundary Creek Advisors LP

  • MPW
  • KNX
  • EFA
  • VLO
  • MERC
  • SLSSF
  • KNX
Boundary Creek Advisors LP's Q1 2025 Portfolio
Portfolio Value 365 Million
Stocks 20
Filing on May 16, 2025 Q1 2025

Semmax Financial Advisors Inc.

  • FLOT
  • JPM
  • JAAA
  • NEAR
  • VUG
  • SRLN
  • VOO
Semmax Financial Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 351 Million
Stocks 432
Filing on May 16, 2025 Q1 2025

Rivermont Capital Management LP

  • WTW
  • NWSA
  • SPOT
  • CLH
  • SSNC
  • TPR
  • ACVA
Rivermont Capital Management LP's Q1 2025 Portfolio
Portfolio Value 237 Billion
Stocks 18
Filing on May 16, 2025 Q1 2025

Octagon Capital Advisors LP

  • APLS
  • TRVI
  • CNTA
  • GOSS
  • OCUL
  • COGT
  • KALV
Octagon Capital Advisors LP's Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 35
Filing on May 16, 2025 Q1 2025

S Squared Technology, LLC

  • KRYS
  • OLED
  • KTOS
  • LSCC
  • PRLB
  • MRVL
  • ALGM
S Squared Technology, LLC's Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 33
Filing on May 16, 2025 Q1 2025

Northeast Financial Consultants Inc

  • VUG
  • VOO
  • VIG
  • BXSL
  • SPY
  • DGRO
  • QQQ
Northeast Financial Consultants Inc's Q1 2025 Portfolio
Portfolio Value 2.22 Billion
Stocks 278
Filing on May 16, 2025 Q1 2025

Aaf Wealth Management, LLC

  • IVV
  • IDEV
  • VTV
  • QQQM
  • VYMI
  • IJH
  • DIA
Aaf Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 183 Million
Stocks 48
Filing on May 16, 2025 Q1 2025

Logan Capital Management Inc

  • AAPL
  • MSFT
  • AVGO
  • AMZN
  • MA
  • META
  • NFLX
Logan Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 733
Filing on May 16, 2025 Q1 2025

Empowered Funds, LLC

  • XOM
  • AAPL
  • CVX
  • NVDA
  • VEA
  • IDEV
  • AVUV
Empowered Funds, LLC's Q1 2025 Portfolio
Portfolio Value 6.75 Billion
Stocks 3475
Filing on May 16, 2025 Q1 2025

Peloton Wealth Strategists

  • IBDT
  • MA
  • IBDS
  • IBDU
  • AMZN
  • IBDQ
  • IBDR
Peloton Wealth Strategists's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 92
Filing on May 16, 2025 Q1 2025

Continental Advisors LLC

  • SPY
  • WU
  • WU
  • PFE
  • VTRS
  • UBER
  • FHI
Continental Advisors LLC's Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 40
Filing on May 16, 2025 Q1 2025

Atmos Capital Gestao De Recursos Ltda.

  • STNE
  • XP
  • MELI
  • META
  • GOOGL
  • NU
  • AMZN
Atmos Capital Gestao De Recursos Ltda.'s Q1 2025 Portfolio
Portfolio Value 476 Million
Stocks 12
Filing on May 16, 2025 Q1 2025

Dean Capital Management

  • MMS
  • ALG
  • CSGS
  • AEIS
  • SR
  • SLGN
  • HP
Dean Capital Management's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 132
Filing on May 16, 2025 Q1 2025

Ambassador Advisors, LLC

  • IBD
  • GLRY
  • AGZ
  • WWJD
  • IAU
  • SLV
  • BITO
Ambassador Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 535 Million
Stocks 261
Filing on May 16, 2025 Q1 2025

Mbb Public Markets I LLC

  • PGR
  • AER
  • SPMD
  • UNH
  • AMZN
  • EQT
  • VEA
Mbb Public Markets I LLC's Q1 2025 Portfolio
Portfolio Value 866 Million
Stocks 531