Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Nfc Investments, LLC

  • MTG
  • APO
  • WEST
  • PGR
  • AZO
  • GOOG
  • DAR
Nfc Investments, LLC's Q1 2025 Portfolio
Portfolio Value 307 Million
Stocks 36
Filing on May 13, 2025 Q1 2025

Stifel Financial Corp

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • V
  • GOOGL
  • JPM
Stifel Financial Corp's Q1 2025 Portfolio
Portfolio Value 91.8 Billion
Stocks 9286
Filing on May 13, 2025 Q1 2025

Pennington Partners & Co., LLC

  • VTI
  • IWV
  • VTHR
  • VOO
  • ITOT
  • ACWI
  • BRK-B
Pennington Partners & Co., LLC's Q1 2025 Portfolio
Portfolio Value 175 Billion
Stocks 82
Filing on May 13, 2025 Q1 2025

Vanguard Personalized Indexing Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • AVGO
Vanguard Personalized Indexing Management, LLC's Q1 2025 Portfolio
Portfolio Value 6.61 Billion
Stocks 1840
Filing on May 13, 2025 Q1 2025

One Capital Management, LLC

  • IGIB
  • MUB
  • IQDG
  • DGRW
  • USHY
  • IGSB
  • FTSL
One Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.78 Billion
Stocks 412
Filing on May 13, 2025 Q1 2025

Collar Capital Management, LLC

  • MSTR
  • AAPL
  • TSLA
  • T
  • META
  • VNO
  • LNC
Collar Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 68
Filing on May 14, 2025 Q1 2025

Allie Family Office LLC

  • SPY
  • EFA
  • IEFA
  • EEM
  • FEZ
  • VNQ
  • GLD
Allie Family Office LLC's Q1 2025 Portfolio
Portfolio Value 183 Million
Stocks 99
Filing on May 13, 2025 Q1 2025

Dilation Capital Management LP

  • BA
  • HWM
  • KKR
  • TDG
  • NVDA
  • SHW
  • VRT
Dilation Capital Management LP's Q1 2025 Portfolio
Portfolio Value 82.3 Billion
Stocks 15
Filing on May 13, 2025 Q1 2025

Bronte Capital Management Pty Ltd.

  • IJR
  • BRK-B
  • REGN
  • IBKR
  • PM
  • GOOGL
  • AMZN
Bronte Capital Management Pty Ltd.'s Q1 2025 Portfolio
Portfolio Value 944 Million
Stocks 26
Filing on May 13, 2025 Q1 2025

Paralel Advisors LLC

  • BRK-A
  • JPM
  • BRK-B
  • EPD
  • YUM
  • CSCO
  • MSFT
Paralel Advisors LLC's Q1 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 110
Filing on May 13, 2025 Q1 2025

Power Wealth Management LLC

  • FBND
  • VMBS
  • VCIT
  • SPYV
  • SCHF
  • CLTL
  • JEPI
Power Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 247 Billion
Stocks 83
Filing on May 13, 2025 Q1 2025

One River Asset Management, LLC

  • MSFT
  • AMD
  • CVX
  • CVX
  • GOOG
  • SPY
  • SQ
One River Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 650 Billion
Stocks 83
Filing on May 13, 2025 Q1 2025

Cypress Funds LLC

  • QQQ
  • AMZN
  • MSFT
  • FICO
  • SPGI
  • META
  • NVDA
Cypress Funds LLC's Q1 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 16
Filing on May 13, 2025 Q1 2025

America First Investment Advisors, LLC

  • SHY
  • WRB
  • FNV
  • RGLD
  • ABT
  • CME
  • ADP
America First Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 429 Million
Stocks 42
Filing on May 13, 2025 Q1 2025

Bnp Paribas Asset Management Holding S.A.

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • META
  • LLY
Bnp Paribas Asset Management Holding S.A.'s Q1 2025 Portfolio
Portfolio Value 37.3 Billion
Stocks 1134
Filing on May 13, 2025 Q1 2025

Divco West Real Estate Services, LLC

  • BXP
  • KRC
  • BDN
  • HPP
Divco West Real Estate Services, LLC's Q1 2025 Portfolio
Portfolio Value 94 Billion
Stocks 4
Filing on May 13, 2025 Q1 2025

Fairscale Capital, LLC

  • VOO
  • IGM
  • NVDA
  • VOOV
  • AAPL
  • COWZ
  • MSFT
Fairscale Capital, LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 352
Filing on May 13, 2025 Q1 2025

Disciplina Capital Management LLC

  • AGG
  • ITOT
  • TLT
  • IEFA
  • AVUS
  • USFR
  • IVV
Disciplina Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 688 Billion
Stocks 62