Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Millington Financial Advisors, LLC

  • SPYG
  • SPYV
  • SPDW
  • SPMD
  • SPY
  • SPEM
  • SPSM
Millington Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 198 Billion
Stocks 104
Filing on Aug 13, 2025 Q2 2025

North Peak Capital Management, LLC

  • HGV
  • RSP
  • SCHW
  • ELV
  • DRVN
  • CVNA
  • GLBE
North Peak Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.27 Billion
Stocks 8
Filing on Aug 13, 2025 Q2 2025

Bernardo Wealth Planning LLC

  • IVV
  • MGK
  • MGV
  • VONV
  • CGCP
  • VONG
  • RSP
Bernardo Wealth Planning LLC's Q2 2025 Portfolio
Portfolio Value 461 Million
Stocks 119
Filing on Aug 13, 2025 Q2 2025

Channing Global Advisors, LLC

  • UBS
  • TSM
  • AMZN
  • META
  • GOOG
  • MSFT
  • V
Channing Global Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 47
Filing on Aug 13, 2025 Q2 2025

Bli Banque De Luxembourg Investments

  • MSFT
  • V
  • GOOGL
  • MA
  • CNI
  • UNP
  • AMZN
Bli Banque De Luxembourg Investments's Q2 2025 Portfolio
Portfolio Value 3.49 Trillion
Stocks 175
Filing on Aug 13, 2025 Q2 2025

Black Cypress Capital Management, LLC

  • WCC
  • USB
  • HAL
  • SLB
  • META
  • WFC
  • BFB
Black Cypress Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 122 Billion
Stocks 28
Filing on Aug 13, 2025 Q2 2025

Gifford Fong Associates

  • NVDA
  • AMZN
  • MSFT
  • AAPL
  • META
  • BRK-B
  • CRM
Gifford Fong Associates's Q2 2025 Portfolio
Portfolio Value 434 Million
Stocks 123
Filing on Aug 13, 2025 Q2 2025

Trustmark National Bank Trust Department

  • VO
  • AGG
  • VB
  • EFA
  • VUG
  • VTV
  • VGSH
Trustmark National Bank Trust Department's Q2 2025 Portfolio
Portfolio Value 1.44 Billion
Stocks 353
Filing on Aug 13, 2025 Q2 2025

Martin & CO Inc

  • TIP
  • STIP
  • XLK
  • XLY
  • VWO
  • EFA
  • XLI
Martin & CO Inc 's Q2 2025 Portfolio
Portfolio Value 509 Million
Stocks 105
Filing on Aug 13, 2025 Q2 2025

Leuthold Group, LLC

  • MSFT
  • META
  • BWX
  • NFLX
  • SPDN
  • ORCL
  • SHY
Leuthold Group, LLC's Q2 2025 Portfolio
Portfolio Value 813 Million
Stocks 206
Filing on Aug 13, 2025 Q2 2025

Toronado Partners, LLC

  • FN
  • PI
  • TWLO
  • TRIP
  • ESTC
  • EVER
  • SITM
Toronado Partners, LLC's Q2 2025 Portfolio
Portfolio Value 141 Million
Stocks 11
Filing on Aug 13, 2025 Q2 2025

Bristol Gate Capital Partners Inc.

  • GE
  • AVGO
  • INTU
  • MSFT
  • V
  • MA
  • CTAS
Bristol Gate Capital Partners Inc.'s Q2 2025 Portfolio
Portfolio Value 1.76 Billion
Stocks 31
Filing on Aug 13, 2025 Q2 2025

Lido Advisors, LLC

  • SPY
  • SPY
  • SPY
  • BSCQ
  • BSCR
  • AAPL
  • NVDA
Lido Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 25.9 Billion
Stocks 3046
Filing on Aug 13, 2025 Q2 2025

Dilation Capital Management LP

  • BA
  • NVDA
  • AFRM
  • MNDY
  • KKR
  • VST
  • CYBR
Dilation Capital Management LP's Q2 2025 Portfolio
Portfolio Value 188 Billion
Stocks 20
Filing on Aug 13, 2025 Q2 2025

Leslie Global Wealth, LLC

  • SPYG
  • SPLG
  • SPYV
  • SPDW
  • QQQ
  • WTV
  • SPSM
Leslie Global Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 187 Billion
Stocks 73
Filing on Aug 13, 2025 Q2 2025

Charter Oak Advisors LP

  • SPY
  • ANSS
  • CLH
  • GLW
  • GDDY
  • KBR
  • GLNG
Charter Oak Advisors LP's Q2 2025 Portfolio
Portfolio Value 224 Billion
Stocks 15
Filing on Aug 13, 2025 Q2 2025

Railway Pension Investments LTD

  • MSFT
  • GILD
  • V
  • CCJ
  • CEG
  • ABBV
  • LNG
Railway Pension Investments LTD's Q2 2025 Portfolio
Portfolio Value 6.98 Billion
Stocks 210
Filing on Aug 13, 2025 Q2 2025

David Katz

Matrix Asset Advisors Inc
  • MSFT
  • JPM
  • MS
  • PNC
  • QCOM
  • USB
  • MDT
David Katz's Q2 2025 Portfolio
Portfolio Value 929 Million
Stocks 108