Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

El Puerto De Liverpool, S.A.B. De C.V.

  • JWN
El Puerto De Liverpool, S.A.B. De C.V.'s Q1 2025 Portfolio
Portfolio Value 385 Billion
Stocks 1
Filing on May 15, 2025 Q1 2025

American Capital Management Inc

  • CYBR
  • FTNT
  • AVAV
  • CVLT
  • MEDP
  • IDXX
  • RMD
American Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 2.44 Billion
Stocks 63
Filing on May 15, 2025 Q1 2025

Styrax Capital, LP

  • META
  • AMZN
  • NFLX
  • MA
  • SPOT
  • DOCU
  • NVDA
Styrax Capital, LP's Q1 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 9
Filing on May 15, 2025 Q1 2025

Alpen Global Capital LLC

  • NFLX
  • AMZN
  • TSLA
  • MELI
  • CMG
  • COST
  • WSM
Alpen Global Capital LLC's Q1 2025 Portfolio
Portfolio Value 139 Billion
Stocks 29
Filing on May 15, 2025 Q1 2025

Fsa Wealth Management LLC

  • IWF
  • IVV
  • IWD
  • VEA
  • IWP
  • IWS
  • IWN
Fsa Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 279 Million
Stocks 512
Filing on May 15, 2025 Q1 2025

Allred Capital Management, LLC

  • SHV
  • MSFT
  • VIG
  • AAPL
  • NOBL
  • XLV
  • SYK
Allred Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 245 Million
Stocks 160
Filing on May 15, 2025 Q1 2025

B. Riley Asset Management, LLC

  • APLD
  • FIVN
  • CDZI
  • RPD
  • NABL
  • JAMF
  • BIGC
B. Riley Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 29.4 Million
Stocks 34
Filing on May 15, 2025 Q1 2025

Investment Management Corp Of Ontario

  • AAPL
  • IVV
  • NVDA
  • MSFT
  • AMZN
  • BKLN
  • JPM
Investment Management Corp Of Ontario's Q1 2025 Portfolio
Portfolio Value 4.42 Billion
Stocks 662
Filing on May 15, 2025 Q1 2025

Urban Financial Advisory Corp

  • SPY
  • IJH
  • PICB
  • VCSH
  • FNDX
  • IEFA
  • EEM
Urban Financial Advisory Corp's Q1 2025 Portfolio
Portfolio Value 181 Billion
Stocks 52
Filing on May 15, 2025 Q1 2025

Keel Point, LLC

  • VOO
  • SPY
  • NFLX
  • AGG
  • IWB
  • VEA
  • EFA
Keel Point, LLC's Q1 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 476
Filing on May 15, 2025 Q1 2025

Power Corp Of Canada

  • BEN
Power Corp Of Canada's Q1 2025 Portfolio
Portfolio Value 607 Million
Stocks 1
Filing on May 15, 2025 Q1 2025

Redmile Group, LLC

  • SRRK
  • KRYS
  • FOLD
  • NRIX
  • REPL
  • LIVN
  • AKRO
Redmile Group, LLC's Q1 2025 Portfolio
Portfolio Value 952 Million
Stocks 56
Filing on May 15, 2025 Q1 2025

Nia Impact Advisors, LLC

  • VTI
  • AAPL
  • IBM
  • XYL
  • VRTX
  • STN
  • LRN
Nia Impact Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 246 Million
Stocks 99
Filing on May 15, 2025 Q1 2025

Freestone Grove Partners LP

  • VOO
  • GD
  • SCHW
  • AMZN
  • XOM
  • AZO
  • IVV
Freestone Grove Partners LP's Q1 2025 Portfolio
Portfolio Value 9.71 Trillion
Stocks 568
Filing on May 15, 2025 Q1 2025

Mindset Wealth Management, LLC

  • NVDA
  • AAPL
  • CME
  • AMZN
  • YUM
  • META
  • GOOGL
Mindset Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 257 Billion
Stocks 148
Filing on May 15, 2025 Q1 2025

Nelson Peltz

Trian Fund Management, L.P.
  • JHG
  • GE
  • WEN
  • IVZ
  • FERG
  • UHAL
  • UHALB
Nelson Peltz's Q1 2025 Portfolio
Portfolio Value 2.96 Billion
Stocks 11
Filing on May 15, 2025 Q1 2025

Avidity Partners Management LP

  • BSX
  • UNH
  • HUM
  • HUM
  • NTRA
  • REGN
  • EXAS
Avidity Partners Management LP's Q1 2025 Portfolio
Portfolio Value 445 Million
Stocks 67
Filing on May 15, 2025 Q1 2025

Carronade Capital Management, LP

  • TDS
  • CNNE
  • GEO
  • FYBR
  • BKD
  • GBTG
  • ATUS
Carronade Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 388 Million
Stocks 31