Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Ever Source Wealth Advisors, LLC

  • VUG
  • VEA
  • VTV
  • IAU
  • NVDA
  • AAPL
  • MSFT
Ever Source Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.95 Billion
Stocks 12073
Filing on Aug 13, 2025 Q2 2025

Fpc Investment Advisory, Inc.

  • ISTB
  • SCHX
  • BIV
  • VGK
  • TLT
  • BND
  • VGT
Fpc Investment Advisory, Inc.'s Q2 2025 Portfolio
Portfolio Value 160 Billion
Stocks 28
Filing on Aug 13, 2025 Q2 2025

Sanibel Captiva Trust Company, Inc.

  • MSFT
  • AAPL
  • GOOG
  • VYM
  • V
  • HD
  • JPM
Sanibel Captiva Trust Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 3.25 Trillion
Stocks 677
Filing on Aug 13, 2025 Q2 2025

Mcmorgan & CO LLC

  • BND
  • IUSB
  • HEFA
  • VEA
  • DYNF
  • JPST
  • SPTL
Mcmorgan & CO LLC's Q2 2025 Portfolio
Portfolio Value 639 Million
Stocks 57
Filing on Aug 13, 2025 Q2 2025

Federated Hermes, Inc.

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • GOOGL
  • ABBV
  • PLTR
Federated Hermes, Inc.'s Q2 2025 Portfolio
Portfolio Value 50.2 Billion
Stocks 4129
Filing on Aug 13, 2025 Q2 2025

Coco Enterprises, LLC

  • VYM
  • FEZ
  • SPHQ
  • GLDM
  • IEFA
  • VOO
  • FLOT
Coco Enterprises, LLC's Q2 2025 Portfolio
Portfolio Value 169 Million
Stocks 55
Filing on Aug 13, 2025 Q2 2025

Foyston, Gordon, & Payne Inc

  • MSFT
  • PM
  • META
  • AVGO
  • GOOGL
  • MSI
  • AXP
Foyston, Gordon, & Payne Inc's Q2 2025 Portfolio
Portfolio Value 427 Million
Stocks 53
Filing on Aug 13, 2025 Q2 2025

Pragma Gestao De Patrimonio LTD

  • AAXJ
  • MSFT
  • TDG
  • MCO
  • AMZN
  • GOOG
  • GE
Pragma Gestao De Patrimonio LTD's Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 20
Filing on Aug 13, 2025 Q2 2025

Menard Financial Group LLC

  • ZECP
  • NVDA
  • META
  • AMZN
  • MSFT
  • AVGO
  • PLTR
Menard Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 162 Million
Stocks 94
Filing on Aug 13, 2025 Q2 2025

V3 Holding LTD

  • CIFR
V3 Holding LTD's Q2 2025 Portfolio
Portfolio Value 466 Billion
Stocks 2
Filing on Aug 13, 2025 Q2 2025

Villanova Investment Management CO LLC

  • AL
  • AXS
  • OZK
  • EEFT
  • CARS
  • NCR
  • BWB
Villanova Investment Management CO LLC's Q2 2025 Portfolio
Portfolio Value 96.6 Billion
Stocks 54
Filing on Aug 13, 2025 Q2 2025

Satovsky Asset Management LLC

  • IVV
  • VTIP
  • AVUV
  • DIHP
  • DUHP
  • VTI
  • BRK-B
Satovsky Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 469 Million
Stocks 64
Filing on Aug 13, 2025 Q2 2025

Bollard Group LLC

  • BSX
  • LLY
  • AMZN
  • MSFT
  • IT
  • SCCO
  • GOOG
Bollard Group LLC's Q2 2025 Portfolio
Portfolio Value 4.37 Billion
Stocks 295
Filing on Aug 13, 2025 Q2 2025

Parafestas Anastasios

  • HLLY
Parafestas Anastasios's Q2 2025 Portfolio
Portfolio Value 388,000
Stocks 2
Filing on Aug 13, 2025 Q2 2025

Banco De Sabadell, S.A

  • AVGO
  • MSFT
  • JPM
  • ETN
  • COST
  • AAPL
  • MA
Banco De Sabadell, S.A's Q2 2025 Portfolio
Portfolio Value 145 Million
Stocks 64
Filing on Aug 13, 2025 Q2 2025

Esl Trust Services, LLC

  • IVV
  • SPYG
  • AVDE
  • SCHD
  • VIGI
  • IJH
  • GQRE
Esl Trust Services, LLC's Q2 2025 Portfolio
Portfolio Value 486 Million
Stocks 229
Filing on Aug 13, 2025 Q2 2025

Elizabeth Park Capital Advisors, Ltd.

  • QCRH
  • VBTX
  • BMRC
  • CCB
  • HBAN
  • CFG
  • CBNK
Elizabeth Park Capital Advisors, Ltd.'s Q2 2025 Portfolio
Portfolio Value 105 Million
Stocks 41
Filing on Aug 13, 2025 Q2 2025

Voss Capital, LLC

  • PAR
  • SEAS
  • GFF
  • FLYW
  • GENI
  • FIVN
  • CLBT
Voss Capital, LLC's Q2 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 54