Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Diametric Capital, LP

  • HES
  • XPOF
  • GLNG
  • ANSS
  • IGT
  • ESTA
  • JNPR
Diametric Capital, LP's Q1 2025 Portfolio
Portfolio Value 61.7 Million
Stocks 210
Filing on May 14, 2025 Q1 2025

Smartleaf Asset Management LLC

  • AAPL
  • MSFT
  • NVDA
  • MGV
  • AMZN
  • META
  • CGMS
Smartleaf Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.04 Trillion
Stocks 2860
Filing on May 14, 2025 Q1 2025

Apg Asset Management N.V.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • AVGO
  • LLY
  • JPM
Apg Asset Management N.V.'s Q1 2025 Portfolio
Portfolio Value 33.8 Billion
Stocks 548
Filing on May 14, 2025 Q1 2025

B&D White Capital Company, LLC

  • GOOGL
  • AVUS
  • AMZN
  • SCHG
  • VUG
  • QQQM
  • AVLV
B&D White Capital Company, LLC's Q1 2025 Portfolio
Portfolio Value 681 Million
Stocks 53
Filing on May 14, 2025 Q1 2025

Aurelius Capital Management, LP

  • WULF
  • RIOT
  • IREN
Aurelius Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 9.46 Billion
Stocks 5
Filing on May 14, 2025 Q1 2025

Cbre Investment Management Listed Real Assets LLC

  • WELL
  • EQIX
  • SPG
  • O
  • PLD
  • INVH
  • EXR
Cbre Investment Management Listed Real Assets LLC's Q1 2025 Portfolio
Portfolio Value 6.37 Billion
Stocks 110
Filing on May 14, 2025 Q1 2025

Doheny Asset Management /Ca

  • AAPL
  • NVDA
  • AVGO
  • XOM
  • GOOG
  • VST
  • COST
Doheny Asset Management /Ca's Q1 2025 Portfolio
Portfolio Value 128 Million
Stocks 66
Filing on May 14, 2025 Q1 2025

Stilwell Value LLC

  • KFS
  • PVBC
  • IROQ
  • NECB
  • LSBK
  • HFBL
  • MGYR
Stilwell Value LLC's Q1 2025 Portfolio
Portfolio Value 80.1 Million
Stocks 30
Filing on May 14, 2025 Q1 2025

Biondo Investment Advisors, LLC

  • ISRG
  • AAPL
  • MA
  • NVDA
  • GOOGL
  • AMZN
  • IDXX
Biondo Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 698 Million
Stocks 85
Filing on May 14, 2025 Q1 2025

Westwood Wealth Management

  • NVDA
  • AAPL
  • META
  • QLD
  • MSFT
  • AVGO
  • GOOGL
Westwood Wealth Management's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 45
Filing on May 14, 2025 Q1 2025

Bahl & Gaynor Inc

  • PG
  • AVGO
  • LLY
  • ABBV
  • WMB
  • MSFT
  • JPM
Bahl & Gaynor Inc's Q1 2025 Portfolio
Portfolio Value 19.6 Billion
Stocks 337
Filing on May 14, 2025 Q1 2025

Rbo & CO LLC

  • ABBV
  • BRK-B
  • JNJ
  • MCD
  • PM
  • ABT
  • JPM
Rbo & CO LLC's Q1 2025 Portfolio
Portfolio Value 544 Million
Stocks 53
Filing on May 14, 2025 Q1 2025

Long Walk Management LP

  • CPNG
  • SE
  • APPF
  • DASH
  • GOOGL
  • SPOT
  • NU
Long Walk Management LP's Q1 2025 Portfolio
Portfolio Value 280 Million
Stocks 11
Filing on May 14, 2025 Q1 2025

Capula Management LTD

  • IVV
  • SPY
  • NVDA
  • NVDA
  • MSTR
  • MSTR
  • QQQ
Capula Management LTD's Q1 2025 Portfolio
Portfolio Value 17.1 Billion
Stocks 860
Filing on May 14, 2025 Q1 2025

Goldentree Asset Management LP

  • BHC
  • MGM
  • BXP
  • SEAS
  • OC
  • WBD
  • NCLH
Goldentree Asset Management LP's Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 34
Filing on May 14, 2025 Q1 2025

Avalon Advisory Group

  • VTI
  • IEF
  • VEU
  • ITOT
  • SCHF
  • SCHB
  • VXUS
Avalon Advisory Group's Q1 2025 Portfolio
Portfolio Value 212 Million
Stocks 15
Filing on May 14, 2025 Q1 2025

Elwood Capital Partners LP

  • UNH
  • UNH
  • MSFT
  • UNH
  • PM
  • AMZN
  • TPX
Elwood Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 23
Filing on May 14, 2025 Q1 2025

Jrm Investment Counsel, LLC

  • BRK-B
  • AVLV
  • VEA
  • AVUS
  • BRK-A
  • EPD
  • AVEM
Jrm Investment Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 293 Billion
Stocks 20