Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Patten Group, Inc.

  • NVDA
  • AAPL
  • MSFT
  • V
  • KO
  • KMB
  • IWF
Patten Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 426 Million
Stocks 249
Filing on May 14, 2025 Q1 2025

Cascade Investment Group, Inc.

  • VTI
  • AAPL
  • SPTM
  • CIBR
  • AMZN
  • GLP
  • VXUS
Cascade Investment Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 130 Billion
Stocks 131
Filing on May 14, 2025 Q1 2025

Heights Capital Management, Inc

  • PLUG
  • HUMA
  • ONDS
  • GFL
  • GBBKR
  • SCLX
  • GWHWS
Heights Capital Management, Inc's Q1 2025 Portfolio
Portfolio Value 213 Billion
Stocks 129
Filing on May 14, 2025 Q1 2025

Tri Locum Partners LP

  • CI
  • MCK
  • TEVA
  • MDGL
  • INSP
  • AXSM
  • ARGX
Tri Locum Partners LP's Q1 2025 Portfolio
Portfolio Value 168 Million
Stocks 22
Filing on May 14, 2025 Q1 2025

F

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • MA
  • META
F's Q1 2025 Portfolio
Portfolio Value 2.07 Billion
Stocks 391
Filing on May 14, 2025 Q1 2025

Pine Harbor Wealth Management, LLC

  • DFUS
  • PULS
  • DFIC
  • QQQ
  • AVUV
  • VTI
  • DFSD
Pine Harbor Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 250 Billion
Stocks 94
Filing on May 14, 2025 Q1 2025

Tema Etfs LLC

  • ROK
  • AIT
  • TKR
  • LLY
  • FAST
  • VMC
  • PH
Tema Etfs LLC's Q1 2025 Portfolio
Portfolio Value 335 Billion
Stocks 147
Filing on May 14, 2025 Q1 2025

AKO Capital

Ako Capital LLP
  • ALC
  • V
  • MMC
  • GE
  • MSFT
  • ICE
  • ACN
Ako Capital's Q1 2025 Portfolio
Portfolio Value 7.71 Billion
Stocks 26
Filing on May 14, 2025 Q1 2025

Monterey Private Wealth, Inc.

  • VTI
  • VEA
  • BRK-A
  • BRK-B
  • AAPL
  • VB
  • DGRW
Monterey Private Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 338 Million
Stocks 138
Filing on May 14, 2025 Q1 2025

Rockefeller Capital Management L.P.

  • CRM
  • SPY
  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • GOOGL
Rockefeller Capital Management L.P.'s Q1 2025 Portfolio
Portfolio Value 38 Billion
Stocks 3118
Filing on May 14, 2025 Q1 2025

Joho Capital LLC

  • MSFT
  • BROS
  • ADBE
  • UBER
  • PWR
  • TSM
  • APH
Joho Capital LLC's Q1 2025 Portfolio
Portfolio Value 579 Million
Stocks 8
Filing on May 14, 2025 Q1 2025

Graney & King, LLC

  • SPYG
  • SPYV
  • SLYV
  • VLU
  • SLYG
  • BBIN
  • SPLB
Graney & King, LLC's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 346
Filing on May 14, 2025 Q1 2025

Td Capital Management LLC

  • ITOT
  • VTI
  • BSV
  • IVV
  • LDUR
  • BND
  • VIG
Td Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 971 Million
Stocks 697
Filing on May 14, 2025 Q1 2025

Sja Financial Advisory, LLC

  • IEFA
  • IVV
  • BND
  • IVE
  • IVW
  • IJK
  • IEMG
Sja Financial Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 133 Million
Stocks 39
Filing on May 14, 2025 Q1 2025

Rpg Investment Advisory, LLC

  • NVDA
  • AAPL
  • GOOG
  • MSFT
  • RTX
  • FTNT
  • PLTR
Rpg Investment Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 98
Filing on May 14, 2025 Q1 2025

Mas Advisors LLC

  • BND
  • IVV
  • IEI
  • VMBS
  • SPMO
  • VEA
  • JEPI
Mas Advisors LLC's Q1 2025 Portfolio
Portfolio Value 63.3 Million
Stocks 64
Filing on May 14, 2025 Q1 2025

Purus Wealth Management, LLC

  • NVDA
  • COST
  • ISRG
  • AAPL
  • WM
  • AMZN
  • V
Purus Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 225 Million
Stocks 119
Filing on May 14, 2025 Q1 2025

Rodgers Brothers Inc.

  • LLY
  • ABBV
  • WSM
  • PG
  • ABT
  • BMI
  • MSFT
Rodgers Brothers Inc.'s Q1 2025 Portfolio
Portfolio Value 701 Million
Stocks 234