Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Gates Capital Management, Inc.

  • XLI
  • XLI
  • DAR
  • XLB
  • ATKR
  • FTV
  • CARR
Gates Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 4.52 Billion
Stocks 33
Filing on May 15, 2025 Q1 2025

Retirement Planning CO Of New England, Inc.

  • AAPL
  • NVDA
  • ABBV
  • META
  • AMZN
  • BX
  • MSFT
Retirement Planning CO Of New England, Inc.'s Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 224
Filing on May 15, 2025 Q1 2025

Firsthand Capital Management, Inc.

  • PLTR
  • ROKU
  • NFLX
  • DOCU
  • UBER
  • DOMO
  • PANW
Firsthand Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 39.2 Million
Stocks 47
Filing on May 15, 2025 Q1 2025

Cyrus J. Lawrence, LLC

  • MSFT
  • AAPL
  • AMZN
  • META
  • LLY
  • COST
  • TMUS
Cyrus J. Lawrence, LLC's Q1 2025 Portfolio
Portfolio Value 26.4 Million
Stocks 43
Filing on May 15, 2025 Q1 2025

Alamea Verwaltungs Gmb H

  • GLD
  • SPY
  • GBTC
  • SLV
  • IWM
  • XLU
  • DUK
Alamea Verwaltungs Gmb H's Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 92
Filing on May 15, 2025 Q1 2025

H/2 Credit Manager LP

  • VRE
  • RLJ
  • INN
  • PK
  • DRH
  • DHC
  • SHO
H/2 Credit Manager LP's Q1 2025 Portfolio
Portfolio Value 376 Million
Stocks 16
Filing on May 15, 2025 Q1 2025

Ewing Morris & Co. Investment Partners Ltd.

  • SWIM
  • GOGO
  • GSHD
  • SRI
  • QQQ
  • CMP
  • IVV
Ewing Morris & Co. Investment Partners Ltd.'s Q1 2025 Portfolio
Portfolio Value 110 Million
Stocks 98
Filing on May 15, 2025 Q1 2025

Cura Wealth Advisors, LLC

  • ABBV
  • FSK
  • ABT
  • AINV
  • ARI
  • ACN
  • EVV
Cura Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 247 Billion
Stocks 105
Filing on May 15, 2025 Q1 2025

Solas Capital Management, LLC

  • EPSN
  • GO
  • FENC
  • SNDA
  • AAP
  • WOOF
  • PARR
Solas Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 142 Million
Stocks 21
Filing on May 15, 2025 Q1 2025

First Sabrepoint Capital Management LP

  • TPB
  • FCFS
  • LAUR
  • MAA
  • PM
  • MSFT
  • LOPE
First Sabrepoint Capital Management LP's Q1 2025 Portfolio
Portfolio Value 231 Million
Stocks 37
Filing on May 15, 2025 Q1 2025

Weitzel Financial Services, Inc.

  • SPTM
  • VEA
  • SCHD
  • SPAB
  • LMBS
  • AOM
  • BNDX
Weitzel Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 213 Million
Stocks 38
Filing on May 15, 2025 Q1 2025

Trace Wealth Advisors, LLC

  • VTI
  • AVUS
  • VEA
  • AVDE
  • AVUV
  • PG
  • TILT
Trace Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 112 Billion
Stocks 57
Filing on May 15, 2025 Q1 2025

Wallace Capital Management Inc.

  • GHC
  • BRK-B
  • WTM
  • L
  • JNJ
  • RSG
  • TAP
Wallace Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 732 Million
Stocks 83
Filing on May 15, 2025 Q1 2025

Sih Partners, Lllp

  • UBS
  • STLA
  • DB
  • STLA
  • UBS
  • EEM
  • STLA
Sih Partners, Lllp's Q1 2025 Portfolio
Portfolio Value 2.95 Trillion
Stocks 297
Filing on May 15, 2025 Q1 2025

Segra Capital Management, LLC

  • NXE
  • DNN
  • BWXT
  • URG
  • UEC
  • CCJ
  • VST
Segra Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 14
Filing on May 15, 2025 Q1 2025

Horizon Kinetics Asset Management LLC

  • TPL
  • GBTC
  • WPM
  • FNV
  • ICE
  • HE
  • LNG
Horizon Kinetics Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 7.93 Billion
Stocks 347
Filing on May 15, 2025 Q1 2025

Wealth Management Strategies, Inc.

  • VUG
  • DFAC
  • VEA
  • DUHP
  • IBTF
  • IBTG
  • IBTH
Wealth Management Strategies, Inc.'s Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 36
Filing on May 15, 2025 Q1 2025

Opti Capital Management, LP

  • ITGR
  • GOSS
Opti Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 1.63 Trillion
Stocks 53