Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Estate Counselors, LLC

  • SHV
  • VFH
  • VDE
  • XLP
  • XLB
  • VHT
  • BNDX
Estate Counselors, LLC's Q1 2025 Portfolio
Portfolio Value 360 Million
Stocks 91
Filing on May 14, 2025 Q1 2025

Summit Financial, LLC

  • VTI
  • VEU
  • VUG
  • AAPL
  • BRK-B
  • VTV
  • SPY
Summit Financial, LLC's Q1 2025 Portfolio
Portfolio Value 3.54 Billion
Stocks 706
Filing on May 14, 2025 Q1 2025

United Asset Strategies, Inc.

  • AAPL
  • XLK
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • META
United Asset Strategies, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 234
Filing on May 14, 2025 Q1 2025

Martin Investment Management, LLC

  • CHKP
  • SONY
  • NVS
  • ALC
  • AZN
  • TM
  • NVO
Martin Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 50
Filing on May 14, 2025 Q1 2025

Investure, LLC

  • VOO
  • VTI
  • IEFA
  • XBI
  • IEMG
  • MAA
  • INVH
Investure, LLC's Q1 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 16
Filing on May 14, 2025 Q1 2025

Advisory Research Inc

  • BELFB
  • JBT
  • TRS
  • PM
  • VVI
  • LEGH
  • KAR
Advisory Research Inc's Q1 2025 Portfolio
Portfolio Value 527 Million
Stocks 184
Filing on May 14, 2025 Q1 2025

Hudson Bay Capital Management LP

  • NVDA
  • NVDA
  • SPY
  • HYG
  • IWM
  • TSLA
  • QQQ
Hudson Bay Capital Management LP's Q1 2025 Portfolio
Portfolio Value 28.9 Billion
Stocks 1339
Filing on May 14, 2025 Q1 2025

Aull & Monroe Investment Management Corp

  • LLY
  • SO
  • CAT
  • DE
  • CME
  • ADP
  • PG
Aull & Monroe Investment Management Corp's Q1 2025 Portfolio
Portfolio Value 198 Million
Stocks 122
Filing on May 14, 2025 Q1 2025

Birnam Oak Advisors, LP

  • TSLA
  • DFS
  • CHX
  • HES
  • ACWI
  • IPG
  • SPR
Birnam Oak Advisors, LP's Q1 2025 Portfolio
Portfolio Value 552 Billion
Stocks 41
Filing on May 14, 2025 Q1 2025

Medina Singh Partners, LLC

  • DESP
  • TRS
  • THR
  • VTOL
  • HELE
  • TS
  • ECVT
Medina Singh Partners, LLC's Q1 2025 Portfolio
Portfolio Value 292 Million
Stocks 20
Filing on May 14, 2025 Q1 2025

Patient Capital Management, LLC

  • AMZN
  • C
  • GOOGL
  • RPRX
  • ET
  • CVS
  • META
Patient Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.75 Billion
Stocks 39
Filing on May 14, 2025 Q1 2025

Fiduciary Management Inc

  • BKNG
  • ARMK
  • SCHW
  • G
  • BRK-B
  • SONY
  • UNH
Fiduciary Management Inc 's Q1 2025 Portfolio
Portfolio Value 9.78 Billion
Stocks 66
Filing on May 14, 2025 Q1 2025

Blue Whale Capital LLP

  • NVDA
  • AVGO
  • APO
  • TSM
  • PM
  • DHR
  • VRT
Blue Whale Capital LLP's Q1 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 21
Filing on May 14, 2025 Q1 2025

Wulff, Hansen & Co.

  • BX
  • VGT
  • GOOGL
  • MSFT
  • AAPL
  • PG
  • COST
Wulff, Hansen & Co.'s Q1 2025 Portfolio
Portfolio Value 101 Million
Stocks 98
Filing on May 14, 2025 Q1 2025

Kcm Investment Advisors LLC

  • AAPL
  • XLK
  • MSFT
  • COST
  • XLC
  • AMZN
  • VTI
Kcm Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 2.74 Billion
Stocks 362
Filing on May 14, 2025 Q1 2025

Camden Asset Management L P

  • NEEPRR
  • EPPRC
  • EPRPRC
  • EPRPRE
Camden Asset Management L P 's Q1 2025 Portfolio
Portfolio Value 3.74 Trillion
Stocks 90
Filing on May 14, 2025 Q1 2025

Allstate Corp

  • MUB
  • IGSB
  • SPY
  • IVV
  • IGIB
  • ITOT
  • AAPL
Allstate Corp's Q1 2025 Portfolio
Portfolio Value 3.33 Billion
Stocks 632
Filing on May 14, 2025 Q1 2025

Titan Global Capital Management Usa LLC

  • IVV
  • TDG
  • MA
  • SPGI
  • MSFT
  • META
  • AMZN
Titan Global Capital Management Usa LLC's Q1 2025 Portfolio
Portfolio Value 432 Million
Stocks 58