Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Winmill & Co. Inc

  • AZO
  • WSM
  • GOOGL
  • STLD
  • LPLA
  • NMIH
  • IBKR
Winmill & Co. Inc's Q1 2025 Portfolio
Portfolio Value 316 Million
Stocks 95
Filing on May 14, 2025 Q1 2025

Partners Capital Investment Group, LLP

  • IVV
  • VOO
  • VTV
  • VT
  • VGSH
  • BIL
  • IEMG
Partners Capital Investment Group, LLP's Q1 2025 Portfolio
Portfolio Value 5.57 Billion
Stocks 182
Filing on May 14, 2025 Q1 2025

Tiemann Investment Advisors, LLC

  • AGG
  • AAPL
  • IUSB
  • MSFT
  • IEFA
  • JPST
  • GSST
Tiemann Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 192
Filing on May 14, 2025 Q1 2025

Alethea Capital Management, LLC

  • AXSM
  • BIL
  • RNA
  • SPY
  • KURA
  • TLT
  • HEDJ
Alethea Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 134 Million
Stocks 11
Filing on May 14, 2025 Q1 2025

Atika Capital Management LLC

  • AMZN
  • VRT
  • MSFT
  • SPOT
  • LLY
  • ISRG
  • MLM
Atika Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 595 Million
Stocks 186
Filing on May 14, 2025 Q1 2025

Guide Stone Capital Management, LLC

  • AAPL
Guide Stone Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 65.2 Million
Stocks 1
Filing on May 14, 2025 Q1 2025

Whetstone Capital Advisors, LLC

  • NET
  • GOOG
  • MNDY
  • AMZN
  • OPRX
  • TOST
  • OKTA
Whetstone Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 28
Filing on May 14, 2025 Q1 2025

Kopp Family Office, LLC

  • VEA
  • VWO
  • AGG
  • FIVN
  • WK
  • VCEL
  • NEO
Kopp Family Office, LLC's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 28
Filing on May 14, 2025 Q1 2025

Tree Line Advisors (Hong Kong) Ltd.

  • SE
  • CPNG
  • FCX
  • NVDA
  • AVGO
  • BE
Tree Line Advisors (Hong Kong) Ltd.'s Q1 2025 Portfolio
Portfolio Value 378 Million
Stocks 7
Filing on May 14, 2025 Q1 2025

Inherent Management Corp.

  • COOP
  • IEMG
  • NEE
  • PAX
  • OEC
  • BLDR
  • SHC
Inherent Management Corp.'s Q1 2025 Portfolio
Portfolio Value 129 Billion
Stocks 9
Filing on May 14, 2025 Q1 2025

Crossingbridge Advisors, LLC

  • PLAO
  • PINE
  • FLNG
  • GPK
  • FET
  • PSX
  • LIFZF
Crossingbridge Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 190 Billion
Stocks 89
Filing on May 14, 2025 Q1 2025

Martingale Asset Management L P

  • BRK-B
  • MSFT
  • T
  • AMZN
  • AAPL
  • GOOGL
  • V
Martingale Asset Management L P's Q1 2025 Portfolio
Portfolio Value 3.87 Billion
Stocks 1117
Filing on May 14, 2025 Q1 2025

Price T Rowe Associates Inc

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • LLY
  • V
Price T Rowe Associates Inc 's Q1 2025 Portfolio
Portfolio Value 812 Billion
Stocks 4508
Filing on May 14, 2025 Q1 2025

Frisch Financial Group, Inc.

  • RSP
  • QQQE
  • VTV
  • IBDW
  • AAPL
  • JPST
  • VO
Frisch Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 356 Million
Stocks 128
Filing on May 14, 2025 Q1 2025

T. Rowe Price Investment Management, Inc.

  • MSFT
  • PTC
  • AMZN
  • ROP
  • BDX
  • FTV
  • NVDA
T. Rowe Price Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 151 Billion
Stocks 657
Filing on May 14, 2025 Q1 2025

Kopernik Global Investors, LLC

  • RRC
  • KT
  • GOLD
  • SA
  • CHK
  • SQM
  • NG
Kopernik Global Investors, LLC's Q1 2025 Portfolio
Portfolio Value 929 Million
Stocks 31
Filing on May 14, 2025 Q1 2025

Vander Pol Investments L.L.C.

  • SPY
  • SCHX
  • SCHZ
  • BCD
  • SCMB
  • IDEV
  • BNDX
Vander Pol Investments L.L.C.'s Q1 2025 Portfolio
Portfolio Value 47.3 Billion
Stocks 52
Filing on May 14, 2025 Q1 2025

Pgim Custom Harvest LLC

  • IYW
  • XLY
  • VGT
  • VHT
  • VOX
  • VIS
  • XLV
Pgim Custom Harvest LLC's Q1 2025 Portfolio
Portfolio Value 4.15 Billion
Stocks 241