Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Bradyco, Inc.

  • BRK-B
  • MSFT
  • GOOG
  • AMZN
  • COST
  • MS
  • AAPL
Bradyco, Inc.'s Q2 2025 Portfolio
Portfolio Value 136 Billion
Stocks 49
Filing on Aug 13, 2025 Q2 2025

Jump Financial, LLC

  • QQQ
  • QQQ
  • IWM
  • MSFT
  • AAPL
  • NVDA
  • IWM
Jump Financial, LLC's Q2 2025 Portfolio
Portfolio Value 7.91 Billion
Stocks 3946
Filing on Aug 13, 2025 Q2 2025

Esg Planning

  • NVDA
  • BND
  • MUB
  • MUNI
  • JNK
  • VGT
  • AAPL
Esg Planning's Q2 2025 Portfolio
Portfolio Value 175 Million
Stocks 58
Filing on Aug 13, 2025 Q2 2025

Options Solutions, LLC

  • AMZN
  • AMZN
  • CBOE
  • AAPL
  • AAPL
  • GS
  • GS
Options Solutions, LLC's Q2 2025 Portfolio
Portfolio Value 312 Million
Stocks 196
Filing on Aug 13, 2025 Q2 2025

Donald Smith & Co., Inc.

  • AER
  • EGO
  • GNW
  • IAG
  • MHO
  • EQX
  • JXN
Donald Smith & Co., Inc.'s Q2 2025 Portfolio
Portfolio Value 4.15 Billion
Stocks 61
Filing on Aug 13, 2025 Q2 2025

United Wealth Management, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • VGIT
  • DFAR
  • DISV
United Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 344 Billion
Stocks 24
Filing on Aug 13, 2025 Q2 2025

Cary Street Partners Investment Advisory LLC

  • MSFT
  • AAPL
  • NVDA
  • SPYG
  • AMZN
  • META
  • AVGO
Cary Street Partners Investment Advisory LLC's Q2 2025 Portfolio
Portfolio Value 207 Billion
Stocks 2961
Filing on Aug 13, 2025 Q2 2025

Cmt Capital Markets Trading Gmb H

  • SHOP
  • ADBE
  • DIS
  • C
  • BABA
  • PDD
  • WMT
Cmt Capital Markets Trading Gmb H's Q2 2025 Portfolio
Portfolio Value 9.04 Billion
Stocks 305
Filing on Aug 13, 2025 Q2 2025

Rockport Wealth LLC

  • FDL
  • XLP
  • IMCG
  • ISRG
  • GOOGL
  • NLR
  • CIBR
Rockport Wealth LLC's Q2 2025 Portfolio
Portfolio Value 432 Billion
Stocks 85
Filing on Aug 13, 2025 Q2 2025

Intrinsic Edge Capital Management LLC

  • CSGP
  • IRM
  • LEVI
  • BLBD
  • GLD
  • OI
  • GLW
Intrinsic Edge Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 606 Million
Stocks 90
Filing on Aug 13, 2025 Q2 2025

Clear Street Derivatives LLC

  • PBAXW
  • AMAOW
Clear Street Derivatives LLC's Q2 2025 Portfolio
Portfolio Value 12.4 Billion
Stocks 35
Filing on Aug 13, 2025 Q2 2025

Kize Capital LP

  • CACC
  • CHTR
  • CRMT
  • DG
  • AER
  • BTI
Kize Capital LP's Q2 2025 Portfolio
Portfolio Value 111 Million
Stocks 6
Filing on Aug 13, 2025 Q2 2025

Stone X Group Inc.

  • IVV
  • VOO
  • IWD
  • FNDF
  • NVDA
  • IWF
  • AAPL
Stone X Group Inc.'s Q2 2025 Portfolio
Portfolio Value 2.06 Trillion
Stocks 869
Filing on Aug 13, 2025 Q2 2025

Clear Street LLC

  • NVDA
  • MSTR
  • MSFT
  • MSFT
  • META
  • NVDA
  • AMD
Clear Street LLC's Q2 2025 Portfolio
Portfolio Value 24.3 Billion
Stocks 683
Filing on Aug 13, 2025 Q2 2025

Seth Klarman

Baupost Group LLC
  • GOOG
  • WCC
  • WTW
  • CRH.L
  • FIS
  • DG
  • QSR
Seth Klarman's Q2 2025 Portfolio
Portfolio Value 4.13 Billion
Stocks 23
Filing on Aug 13, 2025 Q2 2025

Affinity Asset Advisors, LLC

  • VRNA
  • INSM
  • XENE
  • ACLX
  • BPMC
  • NUVL
  • ALKS
Affinity Asset Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 596 Million
Stocks 91
Filing on Aug 13, 2025 Q2 2025

Victory Financial Group, LLC

  • IWY
  • SCHD
  • IMCG
  • XLK
  • FDVV
  • FVD
  • VOO
Victory Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 630 Billion
Stocks 230
Filing on Aug 13, 2025 Q2 2025

Nkcfo LLC

  • AEM
  • AMZN
  • VTIP
  • IAU
  • NVDA
  • CSCO
  • AAPL
Nkcfo LLC's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 90