Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Alerus Financial Na

  • VOO
  • DFAX
  • IXUS
  • AGG
  • NVDA
  • MSFT
  • AAPL
Alerus Financial Na's Q2 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 511
Filing on Aug 13, 2025 Q2 2025

Barbara Oil Co.

  • JPM
  • JNJ
  • WMT
  • MSFT
  • HD
  • GL
  • PG
Barbara Oil Co.'s Q2 2025 Portfolio
Portfolio Value 252 Million
Stocks 78
Filing on Aug 13, 2025 Q2 2025

1832 Asset Management L.P.

  • MSFT
  • RY
  • TD
  • NVDA
  • AMZN
  • ENB
  • META
1832 Asset Management L.P.'s Q2 2025 Portfolio
Portfolio Value 52.9 Billion
Stocks 652
Filing on Aug 13, 2025 Q2 2025

Winslow Asset Management Inc

  • AAPL
  • ORCL
  • PHM
  • LLY
  • THC
  • JPM
  • TTEK
Winslow Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 496 Million
Stocks 76
Filing on Aug 13, 2025 Q2 2025

Independent Franchise Partners LLP

  • ICE
  • CTVA
  • BMY
  • NWSA
  • LYV
  • JNJ
  • ORCL
Independent Franchise Partners LLP's Q2 2025 Portfolio
Portfolio Value 12.4 Billion
Stocks 25
Filing on Aug 13, 2025 Q2 2025

Silverback Asset Management LLC

  • HYG
  • HLIT
  • INDI
  • ASTS
  • ARAY
  • PRCH
  • STNG
Silverback Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 67.3 Million
Stocks 65
Filing on Aug 13, 2025 Q2 2025

Black Diamond Wealth Management Inc.

  • USFR
  • SPLG
  • MSFT
  • AAPL
  • ITOT
  • JPM
  • CGDV
Black Diamond Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 147 Million
Stocks 164
Filing on Aug 13, 2025 Q2 2025

Navis Wealth Advisors, LLC

  • SPY
  • QQQ
  • VOO
  • ZS
  • PULS
  • NVDA
  • KLAC
Navis Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 116 Million
Stocks 114
Filing on Aug 13, 2025 Q2 2025

Benedict Financial Advisors Inc

  • AAPL
  • MSFT
  • BIL
  • MO
  • PM
  • CSCO
  • RTX
Benedict Financial Advisors Inc's Q2 2025 Portfolio
Portfolio Value 435 Million
Stocks 127
Filing on Aug 13, 2025 Q2 2025

Acorns Advisers, LLC

  • VOO
  • IXUS
  • AGG
  • IJH
  • ISTB
  • IJR
  • ESGU
Acorns Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 11.7 Billion
Stocks 85
Filing on Aug 13, 2025 Q2 2025

Congress Wealth Management LLC

  • VTI
  • AAPL
  • MSFT
  • NVDA
  • XLF
  • META
  • RSP
Congress Wealth Management LLC 's Q2 2025 Portfolio
Portfolio Value 9.76 Billion
Stocks 1179
Filing on Aug 13, 2025 Q2 2025

Sands Capital Ventures, LLC

  • NU
  • DASH
  • CPNG
  • MNDY
  • IOT
  • DDOG
  • CRWD
Sands Capital Ventures, LLC's Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 20
Filing on Aug 13, 2025 Q2 2025

Plan Group Financial, LLC

  • VOO
  • ACWI
  • COWZ
  • IWR
  • IJR
  • DFAI
  • DFAE
Plan Group Financial, LLC's Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 159
Filing on Aug 13, 2025 Q2 2025

Stanley Capital Management, LLC

  • META
  • VRT
  • ORCL
  • CTVA
  • MCK
  • ELV
  • AMAT
Stanley Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 531 Million
Stocks 39
Filing on Aug 13, 2025 Q2 2025

Nyl Investors LLC

  • LQD
  • VCLT
  • SPLB
  • IGLB
  • IAGG
  • XOM
  • IXUS
Nyl Investors LLC's Q2 2025 Portfolio
Portfolio Value 345 Million
Stocks 38
Filing on Aug 13, 2025 Q2 2025

Greenhouse Funds Lllp

  • NCR
  • SRAD
  • BILL
  • OLED
  • ZI
  • NCLH
  • HQY
Greenhouse Funds Lllp's Q2 2025 Portfolio
Portfolio Value 2.34 Billion
Stocks 34
Filing on Aug 13, 2025 Q2 2025

Sands Capital Management, LLC

  • NVDA
  • AMZN
  • TSM
  • NFLX
  • MSFT
  • NOW
  • V
Sands Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 33 Billion
Stocks 66
Filing on Aug 13, 2025 Q2 2025

Locust Wood Capital Advisers, LLC

  • SPY
  • TSM
  • AMZN
  • MSFT
  • ABT
  • NKE
  • GOOGL
Locust Wood Capital Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 3.19 Billion
Stocks 56