Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Smith, Moore & Co.

  • IVV
  • VTI
  • IVE
  • MDY
  • SPY
  • AAPL
  • IWF
Smith, Moore & Co.'s Q2 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 512
Filing on Aug 13, 2025 Q2 2025

Wealthedge Investment Advisors, LLC

  • LTPZ
  • SPY
  • SGOV
  • IVV
  • SCHP
  • VTIP
  • VO
Wealthedge Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 240 Billion
Stocks 144
Filing on Aug 13, 2025 Q2 2025

Panagora Asset Management Inc

  • NVDA
  • MSFT
  • AAPL
  • META
  • AMZN
  • AVGO
  • JPM
Panagora Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 21.7 Billion
Stocks 1111
Filing on Aug 13, 2025 Q2 2025

Emergence Gp Partners, LLC

  • VEEV
  • DOCS
  • BLND
Emergence Gp Partners, LLC's Q2 2025 Portfolio
Portfolio Value 182 Million
Stocks 4
Filing on Aug 13, 2025 Q2 2025

Everstar Asset Management, LLC

  • BIL
  • SHY
  • IEI
  • VTI
  • XLK
  • XLI
  • XLF
Everstar Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 164 Billion
Stocks 240
Filing on Aug 13, 2025 Q2 2025

Breakthru Advisory Services, LLC

  • IVV
  • RDVY
  • XLI
  • SDVY
  • LDSF
  • BUFR
  • HISF
Breakthru Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 64.7 Billion
Stocks 9
Filing on Aug 13, 2025 Q2 2025

Prossimo Advisors, LLC

  • MSFT
  • AAPL
  • V
  • NVDA
  • AMZN
  • GOOGL
  • COST
Prossimo Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 144
Filing on Aug 13, 2025 Q2 2025

Investment Counsel CO Of Nevada

  • VOO
  • JCPB
  • JNJ
  • EAGG
  • AAPL
  • SNPE
  • VV
Investment Counsel CO Of Nevada's Q2 2025 Portfolio
Portfolio Value 48.8 Billion
Stocks 79
Filing on Aug 13, 2025 Q2 2025

Lumbard & Kellner, LLC

  • BIL
  • SPMD
  • VYMI
  • GS
  • MET
  • GOOG
  • CSCO
Lumbard & Kellner, LLC's Q2 2025 Portfolio
Portfolio Value 226 Million
Stocks 89
Filing on Aug 13, 2025 Q2 2025

Hbk Investments L P

  • HES
  • SPY
  • GLD
  • SPY
  • MSTR
  • XOP
  • TSM
Hbk Investments L P's Q2 2025 Portfolio
Portfolio Value 3.36 Billion
Stocks 202
Filing on Aug 13, 2025 Q2 2025

Thor Trading Advisors, LLC

  • QQQ
  • SPY
  • DIA
  • XLK
  • XLI
  • XLY
  • XLF
Thor Trading Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 79.6 Million
Stocks 13
Filing on Aug 13, 2025 Q2 2025

Icon Advisers Inc

  • LPLA
  • KALU
  • NFG
  • HYI
  • JPM
  • STX
  • HMN
Icon Advisers Inc's Q2 2025 Portfolio
Portfolio Value 422 Million
Stocks 189
Filing on Aug 13, 2025 Q2 2025

River Road Asset Management, LLC

  • MGRC
  • BJ
  • MUSA
  • WTM
  • CXW
  • AXS
  • CACI
River Road Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 7.25 Billion
Stocks 178
Filing on Aug 13, 2025 Q2 2025

Virtus ETF Advisers LLC

  • IBN
  • CGAU
  • VCLN
  • AAPL
  • MSFT
  • INDA
  • MMYT
Virtus ETF Advisers LLC's Q2 2025 Portfolio
Portfolio Value 65.2 Million
Stocks 345
Filing on Aug 13, 2025 Q2 2025

Pura Vida Investments, LLC

  • NTRA
  • ESTA
  • NSPR
Pura Vida Investments, LLC's Q2 2025 Portfolio
Portfolio Value 46.4 Million
Stocks 9
Filing on Aug 13, 2025 Q2 2025

Truvestments Capital LLC

  • NVDA
  • BRK-B
  • QQQ
  • AVGO
  • AAPL
  • MSFT
  • QCOM
Truvestments Capital LLC's Q2 2025 Portfolio
Portfolio Value 478 Million
Stocks 988
Filing on Aug 13, 2025 Q2 2025

Jones Road Capital Management, L.P.

  • MSFT
  • ORCL
  • META
  • HYG
  • ORCL
  • GOOG
  • SMH
Jones Road Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 185 Million
Stocks 26
Filing on Aug 13, 2025 Q2 2025

Roberts Capital Advisors, LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • AVGO
  • TSLA
Roberts Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 78