Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Roubaix Capital, LLC

  • NOVT
  • GTLS
  • GENI
  • AGYS
  • SXT
  • BELFB
  • PKE
Roubaix Capital, LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 51
Filing on Aug 13, 2025 Q2 2025

Guardian Point Capital, LP

  • APO
  • SGOL
  • RYAN
  • NVR
  • AMZN
  • GOOG
  • ARES
Guardian Point Capital, LP's Q2 2025 Portfolio
Portfolio Value 218 Million
Stocks 11
Filing on Aug 13, 2025 Q2 2025

Fifth Lane Capital, LP

  • IVV
  • WBA
  • SKX
  • NVDA
  • RDFN
  • AVGO
  • TSM
Fifth Lane Capital, LP's Q2 2025 Portfolio
Portfolio Value 39.4 Million
Stocks 67
Filing on Aug 13, 2025 Q2 2025

Smart Wealth LLC

  • NVDA
  • VGSH
  • JEPI
  • RDVY
  • BRK-B
  • FJUL
  • FJAN
Smart Wealth LLC's Q2 2025 Portfolio
Portfolio Value 319 Billion
Stocks 168
Filing on Aug 13, 2025 Q2 2025

AKO Capital

Ako Capital LLP
  • ALC
  • MSFT
  • V
  • INTU
  • GE
  • MCO
  • ICE
Ako Capital's Q2 2025 Portfolio
Portfolio Value 7.92 Billion
Stocks 25
Filing on Aug 13, 2025 Q2 2025

Nzs Capital, LLC

  • GOOG
  • CDNS
  • NVDA
  • APH
  • PGR
  • MCHP
  • TXN
Nzs Capital, LLC's Q2 2025 Portfolio
Portfolio Value 2.53 Billion
Stocks 60
Filing on Aug 13, 2025 Q2 2025

Jones Financial Companies Lllp

  • VUG
  • AGG
  • IVV
  • VTV
  • IEFA
  • VOO
  • IWR
Jones Financial Companies Lllp's Q2 2025 Portfolio
Portfolio Value 131 Billion
Stocks 4963
Filing on Aug 13, 2025 Q2 2025

Basso Capital Management, L.P.

  • VOO
  • SPY
  • VTI
  • RSP
  • GLD
  • MPLX
  • ET
Basso Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 121 Million
Stocks 77
Filing on Aug 13, 2025 Q2 2025

Hudson Portfolio Management LLC

  • GOOG
  • TSM
  • MCK
  • FLOT
  • STIP
  • ALL
  • INFY
Hudson Portfolio Management LLC's Q2 2025 Portfolio
Portfolio Value 106 Million
Stocks 112
Filing on Aug 13, 2025 Q2 2025

Distillate Capital Partners LLC

  • UNH
  • MRK
  • JNJ
  • ABBV
  • TMUS
  • PG
  • CMCSA
Distillate Capital Partners LLC's Q2 2025 Portfolio
Portfolio Value 1.75 Billion
Stocks 117
Filing on Aug 13, 2025 Q2 2025

Jrm Investment Counsel, LLC

  • BRK-B
  • VEA
  • AVLV
  • AVUS
  • AVEM
  • AVDE
  • EPD
Jrm Investment Counsel, LLC's Q2 2025 Portfolio
Portfolio Value 311 Billion
Stocks 20
Filing on Aug 13, 2025 Q2 2025

Van Hulzen Asset Management, LLC

  • AAPL
  • MSFT
  • CSCO
  • IBM
  • GOOGL
  • AVGO
  • TSLA
Van Hulzen Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 324
Filing on Aug 13, 2025 Q2 2025

Sun Life Financial Inc

  • SPY
  • IVV
  • VOO
  • SNPE
  • EWY
  • EWT
  • QQQ
Sun Life Financial Inc's Q2 2025 Portfolio
Portfolio Value 1.83 Billion
Stocks 40
Filing on Aug 13, 2025 Q2 2025

Ctf Capital Management, LP

  • AXS
  • CVS
  • RCL
  • APPF
  • APH
  • AVGO
  • PATK
Ctf Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 163 Million
Stocks 18
Filing on Aug 13, 2025 Q2 2025

Carmignac Gestion

  • NVDA
  • AMZN
  • GOOGL
  • MELI
  • MCK
  • SPGI
  • MSFT
Carmignac Gestion's Q2 2025 Portfolio
Portfolio Value 6.18 Billion
Stocks 129
Filing on Aug 13, 2025 Q2 2025

Meketa Investment Group Inc /Adv

  • AMT
  • UNP
  • CCI
  • NEE
  • CG
  • KKR
  • D
Meketa Investment Group Inc /Adv's Q2 2025 Portfolio
Portfolio Value 33 Billion
Stocks 28
Filing on Aug 13, 2025 Q2 2025

Global Frontier Investments LLC

  • JPM
  • AXP
  • PGR
  • MA
  • BRK-A
  • USB
  • WAL
Global Frontier Investments LLC's Q2 2025 Portfolio
Portfolio Value 419 Million
Stocks 20
Filing on Aug 13, 2025 Q2 2025

M.D. Sass Investors Services, Inc.

  • HSIC
  • CLH
  • APG
  • AME
  • DHR
  • MLM
  • WELL
M.D. Sass Investors Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 35