Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Sycomore Asset Management

  • MSFT
  • NVDA
  • WCN
  • WDAY
  • NOW
  • ACN
  • MA
Sycomore Asset Management's Q1 2025 Portfolio
Portfolio Value 705 Million
Stocks 74
Filing on May 14, 2025 Q1 2025

Igp Investments (G.P.L.P), LP

  • VLN
Igp Investments (G.P.L.P), LP's Q1 2025 Portfolio
Portfolio Value 7.06 Billion
Stocks 1
Filing on May 14, 2025 Q1 2025

Stansberry Asset Management, LLC

  • SGOV
  • WRB
  • AXS
  • V
  • SHEL
  • GOOGL
  • AMZN
Stansberry Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 757 Million
Stocks 128
Filing on May 14, 2025 Q1 2025

Banc Funds CO LLC

  • UNTY
  • SSBK
  • AMBZ
  • OSBC
  • FRBA
  • BCAL
  • AVBH
Banc Funds CO LLC's Q1 2025 Portfolio
Portfolio Value 556 Million
Stocks 118
Filing on May 14, 2025 Q1 2025

Absolute Capital Management, LLC

  • SMH
  • QQQ
  • VLU
  • BRK-A
  • DIVB
  • XLK
  • SPY
Absolute Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 167 Million
Stocks 118
Filing on May 14, 2025 Q1 2025

Wiser Advisor Group LLC

  • AAPL
  • VOO
  • LLY
  • AMZN
  • HFXI
  • BND
  • GOOGL
Wiser Advisor Group LLC's Q1 2025 Portfolio
Portfolio Value 67.7 Billion
Stocks 275
Filing on May 14, 2025 Q1 2025

British Columbia Investment Management Corp

  • MSFT
  • AAPL
  • NVDA
  • HYG
  • AMZN
  • META
  • RY
British Columbia Investment Management Corp's Q1 2025 Portfolio
Portfolio Value 15.4 Billion
Stocks 708
Filing on May 14, 2025 Q1 2025

Brightline Capital Management, LLC

  • SOI
  • FLR
  • TPC
  • TTI
  • HSC
  • NEXT
  • CSTM
Brightline Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 12
Filing on May 14, 2025 Q1 2025

Black Barn Capital Partners LP

  • SPY
  • HYG
  • TSLA
  • ROIV
  • UNH
  • MOH
  • AMRX
Black Barn Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 22
Filing on May 14, 2025 Q1 2025

Caitlin John, LLC

  • SPTL
  • FLTR
  • BIL
  • SPLB
  • BILS
  • VV
  • SPHY
Caitlin John, LLC's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 225
Filing on May 14, 2025 Q1 2025

Bbr Partners, LLC

  • SPY
  • IVV
  • KKR
  • UPS
  • HAYW
  • AAPL
  • VOO
Bbr Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 245
Filing on May 14, 2025 Q1 2025

Mach 1 Financial Group, LLC

  • WMT
  • JCPB
  • QQQ
  • AVLV
  • SDVY
  • UCON
  • RDVY
Mach 1 Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 287 Million
Stocks 238
Filing on May 14, 2025 Q1 2025

Southernsun Asset Management, LLC

  • BCO
  • DAR
  • BDC
  • LPX
  • USPH
  • BOOT
  • AGCO
Southernsun Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 691 Million
Stocks 30
Filing on May 14, 2025 Q1 2025

Rahlfs Capital, LLC

  • AAPL
  • BRK-B
  • MSFT
  • WMT
  • XOM
  • MCD
  • GOOGL
Rahlfs Capital, LLC's Q1 2025 Portfolio
Portfolio Value 99.9 Billion
Stocks 76
Filing on May 14, 2025 Q1 2025

Vitol Holding B.V.

  • CME
  • ADES
Vitol Holding B.V.'s Q1 2025 Portfolio
Portfolio Value 14.5 Million
Stocks 3
Filing on May 14, 2025 Q1 2025

Lionshead Wealth Management, LLC

  • AAPL
  • DFAT
  • BIV
  • DFAI
  • SPHQ
  • EZM
  • VOT
Lionshead Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 96.3 Billion
Stocks 87
Filing on May 14, 2025 Q1 2025

Ellevest, Inc.

  • VTI
  • VEA
  • MUB
  • VWO
  • ESGD
  • SUB
  • VTV
Ellevest, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 399
Filing on May 14, 2025 Q1 2025

Oep Capital Advisors, L.P.

  • AHCO
Oep Capital Advisors, L.P.'s Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 1