Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Capital International Sarl

  • META
  • MSFT
  • AVGO
  • TSLA
  • NFLX
  • NVDA
  • JPM
Capital International Sarl's Q2 2025 Portfolio
Portfolio Value 4.97 Billion
Stocks 287
Filing on Aug 13, 2025 Q2 2025

Capital Research Global Investors

  • MSFT
  • AVGO
  • META
  • NVDA
  • AMZN
  • LLY
  • UBER
Capital Research Global Investors's Q2 2025 Portfolio
Portfolio Value 479 Billion
Stocks 431
Filing on Aug 13, 2025 Q2 2025

Capital World Investors

  • AVGO
  • MSFT
  • META
  • PM
  • NVDA
  • NFLX
  • LLY
Capital World Investors's Q2 2025 Portfolio
Portfolio Value 659 Billion
Stocks 580
Filing on Aug 13, 2025 Q2 2025

West Wealth Group, LLC

  • IVW
  • IVE
  • EFV
  • DYNF
  • SPLG
  • JQUA
  • IUSB
West Wealth Group, LLC's Q2 2025 Portfolio
Portfolio Value 367 Million
Stocks 111
Filing on Aug 13, 2025 Q2 2025

Artal Group S.A.

  • LXRX
Artal Group S.A.'s Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 2
Filing on Aug 13, 2025 Q2 2025

De Lisle Partners LLP

  • BBW
  • CCJ
  • CLMB
  • UFPT
  • MUSA
  • COOP
  • STRL
De Lisle Partners LLP's Q2 2025 Portfolio
Portfolio Value 709 Billion
Stocks 176
Filing on Aug 13, 2025 Q2 2025

Cambria Investment Management, L.P.

  • ATGE
  • EYLD
  • FYLD
  • FOXA
  • UGI
  • SYF
  • REVG
Cambria Investment Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 472
Filing on Aug 13, 2025 Q2 2025

Alta Fundamental Advisers LLC

  • LAZY
  • GCI
  • BOWL
  • ACHR
  • ADES
  • PEG
  • HPP
Alta Fundamental Advisers LLC's Q2 2025 Portfolio
Portfolio Value 222 Million
Stocks 22
Filing on Aug 13, 2025 Q2 2025

Aufman Associates Inc

  • VOO
  • VB
  • VEA
  • STX
  • VOT
  • IVV
  • VEU
Aufman Associates Inc's Q2 2025 Portfolio
Portfolio Value 162 Million
Stocks 64
Filing on Aug 13, 2025 Q2 2025

Victory Capital Management Inc

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • GOOGL
  • AVGO
  • META
Victory Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 146 Billion
Stocks 3239
Filing on Aug 13, 2025 Q2 2025

Aisling Capital Management LP

  • BBIO
  • VRNA
  • SNDX
  • CMPS
  • GLUE
  • NUVB
  • BMEA
Aisling Capital Management LP's Q2 2025 Portfolio
Portfolio Value 360 Million
Stocks 13
Filing on Aug 13, 2025 Q2 2025

Financial Freedom, LLC

  • QQQ
  • VCIT
  • VGT
  • VCR
  • VFH
  • PG
  • XLE
Financial Freedom, LLC's Q2 2025 Portfolio
Portfolio Value 186 Billion
Stocks 2898
Filing on Aug 13, 2025 Q2 2025

Vest Gen Advisors, LLC

  • VTI
  • QQQ
  • SPY
  • GLPI
  • NVDA
  • VTV
  • MSFT
Vest Gen Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 2.51 Trillion
Stocks 579
Filing on Aug 13, 2025 Q2 2025

Kore Advisors LP

  • GEO
  • CRGY
  • CHRD
  • TH
  • BWXT
  • GS
  • EPD
Kore Advisors LP's Q2 2025 Portfolio
Portfolio Value 90.7 Billion
Stocks 16
Filing on Aug 13, 2025 Q2 2025

Hamel Associates, Inc.

  • WMT
  • AAPL
  • SCHY
  • MSFT
  • XOM
  • GOOG
  • CB
Hamel Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 81
Filing on Aug 13, 2025 Q2 2025

Greenwich Wealth Management LLC

  • IBKR
  • NVDA
  • SPY
  • NUE
  • ORCL
  • GBTC
  • WYNN
Greenwich Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 2.06 Billion
Stocks 254
Filing on Aug 13, 2025 Q2 2025

Estabrook Capital Management

  • MSFT
  • JPM
  • AAPL
  • COST
  • IBM
  • HON
  • BAC
Estabrook Capital Management's Q2 2025 Portfolio
Portfolio Value 650 Billion
Stocks 331
Filing on Aug 13, 2025 Q2 2025

Orleans Capital Management Corp

  • MSFT
  • AAPL
  • XLK
  • XLC
  • COST
  • SMH
  • HD
Orleans Capital Management Corp's Q2 2025 Portfolio
Portfolio Value 185 Million
Stocks 109