Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Cota Capital Management, LLC

  • EQ
Cota Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 177 Million
Stocks 1
Filing on Aug 13, 2025 Q2 2025

Manning & Napier Advisors LLC

  • MSFT
  • AMZN
  • GOOGL
  • MA
  • META
  • CDNS
  • NVDA
Manning & Napier Advisors LLC's Q2 2025 Portfolio
Portfolio Value 8.39 Trillion
Stocks 304
Filing on Aug 13, 2025 Q2 2025

Fi3 Financial Advisors, LLC

  • IVV
  • VEA
  • IJR
  • SPY
  • LLY
  • SCHP
  • AAPL
Fi3 Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 167
Filing on Aug 13, 2025 Q2 2025

Trek Financial, LLC

  • XLK
  • XLF
  • XLY
  • IUSB
  • IEMG
  • XLC
  • BNDX
Trek Financial, LLC's Q2 2025 Portfolio
Portfolio Value 1.39 Billion
Stocks 418
Filing on Aug 13, 2025 Q2 2025

Constitution Capital LLC

  • MSFT
  • JPM
  • WMT
  • HD
  • XLV
  • KO
  • NVDA
Constitution Capital LLC's Q2 2025 Portfolio
Portfolio Value 194 Million
Stocks 56
Filing on Aug 13, 2025 Q2 2025

Certior Financial Group, LLC

  • SCHG
  • SCHD
  • BIL
  • GLDM
  • FSK
  • SCHA
  • GBTC
Certior Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 134 Billion
Stocks 120
Filing on Aug 13, 2025 Q2 2025

Wills Financial Group LLC

  • BRK-B
  • MSFT
  • AAPL
  • LMT
  • PANW
  • AMZN
  • PG
Wills Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 230 Billion
Stocks 69
Filing on Aug 13, 2025 Q2 2025

Nearwater Capital Markets, LTD

  • IVV
  • NVDA
  • META
  • AVGO
  • MSFT
  • AAPL
  • GOOGL
Nearwater Capital Markets, LTD's Q2 2025 Portfolio
Portfolio Value 6.25 Trillion
Stocks 103
Filing on Aug 13, 2025 Q2 2025

Thomist Capital Management, LP

  • DK
  • PARR
  • CMC
  • HBM
  • AA
  • DK
  • AA
Thomist Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 194 Million
Stocks 43
Filing on Aug 13, 2025 Q2 2025

River Wealth Advisors LLC

  • MSFT
  • AAPL
  • IWR
  • NVDA
  • IVV
  • SMLF
  • XSMO
River Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 777 Million
Stocks 202
Filing on Aug 13, 2025 Q2 2025

Systematic Financial Management LP

  • EME
  • MLI
  • MGY
  • OSIS
  • NWE
  • WBS
  • EHC
Systematic Financial Management LP's Q2 2025 Portfolio
Portfolio Value 3.6 Billion
Stocks 398
Filing on Aug 13, 2025 Q2 2025

Francis Chou

Chou Associates Management Inc.
  • BRK-A
  • GOOG
  • SYF
  • OXY
  • AAPL
  • ALLY
  • STLA
Francis Chou's Q2 2025 Portfolio
Portfolio Value 166 Million
Stocks 31
Filing on Aug 13, 2025 Q2 2025

Fort Sheridan Advisors LLC

  • MSFT
  • AAPL
  • EPD
  • CME
  • JPM
  • NVDA
  • AMZN
Fort Sheridan Advisors LLC's Q2 2025 Portfolio
Portfolio Value 686 Million
Stocks 253
Filing on Aug 13, 2025 Q2 2025

Drh Investments, Inc.

  • CAT
  • DIS
  • GD
  • GOOG
  • CSX
  • HSY
  • ABNB
Drh Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 96.7 Million
Stocks 11
Filing on Aug 13, 2025 Q2 2025

Groupe La Francaise

  • MSFT
  • NVDA
  • AMZN
  • RACE
  • AAPL
  • META
  • GOOGL
Groupe La Francaise's Q2 2025 Portfolio
Portfolio Value 6.19 Trillion
Stocks 525
Filing on Aug 13, 2025 Q2 2025

Maren Capital LLC

  • APH
  • ROLL
  • TDY
  • HEIA
  • AME
  • RLI
  • KNSL
Maren Capital LLC's Q2 2025 Portfolio
Portfolio Value 1.66 Trillion
Stocks 25
Filing on Aug 13, 2025 Q2 2025

Berbice Capital Management LLC

  • NVDA
  • META
  • MSFT
  • AMZN
  • AVGO
  • V
  • SPMO
Berbice Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 143 Billion
Stocks 173
Filing on Aug 13, 2025 Q2 2025

Strategic Financial Planning, Inc.

  • SCHB
  • SCHA
  • SPDW
  • VWO
  • VSS
  • SCHH
  • SCHC
Strategic Financial Planning, Inc.'s Q2 2025 Portfolio
Portfolio Value 155 Million
Stocks 38